Financial Resources

Accounting and Financial Management

Charter schools are required to use accounting processes that align to the “Financial and Program Cost Accounting and Reporting for Florida Schools”, commonly known as the “Redbook.” This presentation will talk about the Redbook accounting requirements, as well as some accounting best practices for charter school leaders. Read More

Aligning your budget to educational priorities

Balancing budget priorities is difficult for all charter schools in Florida, but trying to prioritize the budget for high needs / turn-around schools is an even more complex puzzle. Aligning your educational priorities to your plan for spending money is essential to ensure the correct staff are in place, and that your students achieve the planned academic outcomes. This webinar hosted a panel of school leaders and financiers who have experience with turn-around schools and talked about how to align a budget to a school's academic priorities. Read More

Auditors with Charter School Experience

The Florida Auditor General posts all charter school audits on their website (click here to ... Read More

Budget Template Tool

Budget Template Tool The Charter Support Unit has developed a budget template tool to assist ... Read More

Budget Template Tool Webinar

The Charter Support Unit has developed a budget template tool which assists with developing a comprehensive budget for operating a charter school. This webinar will present the tool and walk through the recent changes added to the tool. The presentation will start with updates for those who are familiar with the tool, and we will then circle back to start from the beginning for new users. Read More

Chart of Accounts

Charter Schools are required to utilize the Financial and Program Cost Accounting and Reporting for Florida Schools, commonly known as the Red Book. This document breaks down the basic requirements that charter school staff members need to understand to ensure they are properly coding expenses and revenue according to the Red Book. Read More

Charter School Facilities 101

For new schools, or schools looking to expand, facilities issues often cause issues for charter schools in providing the best possible program. Questions around how to go about getting the best deal on a lease, or exploring the possibility of purchasing are stressful decisions for school leadership and governance. This webinar focused on the pros and cons of leasing versus purchasing, and information to keep in mind as you start negotiating for a space to best meet the needs of your students. Read More

Charter School Insurance

How is your Charter School protected if your board is sued because a student bullies another student who commits suicide? This and other real life issues will be discussed in this webinar that will help your charter school protect its assets, its staff, its board and students from catastrophic events. Read More

Charter School Insurance Guide

This charter school insurance guide provides insurance about what types of insurance charter schools should consider and might be required to have based on their charter contract. The guide discusses the insurance requirements of the model charter school contract and provides definitions about typical insurance terms. This guide is based off a similar guide provided by the Palm Beach County School District for their charter schools, and we thank them for allowing us to use their model. Read More

Check Request Form

This is a sample check request form to be used by a school to document when a check needs to be written. Read More

Credit Card Receipt Form

This sample form can be used by schools to track the receipts from employees and directors who have access to a corporate credit card for the school. Read More
Feb 2016

CSP Budget Development Tool

The Charter Support Unit has been asked by the State of Florida's Department of School ... Read More

ERate and Educational Technology

The universal service Schools and Libraries Program, commonly known as the E-rate Program, helps ensure that schools and libraries can obtain telecommunications and Internet access at affordable rates. However, the application process can be overwhelming and numerous deadlines are quickly approaching. If you would like to apply for this resource for the 2015-16 school year, now is the time to start planning and preparing your paperwork. This presentation will walk you through the basic qualification requirements and application process to accessing E-rate funding for your charter school. Read More

Expense Reimbursement Request

A form to be used to document employee expenses prior to reimbursing the employee for said expenses. Read More

Federal and State Tax Compliance Issues

Here in Florida, charter schools must be organized as or operated by a nonprofit organization, generally classified as a 501(c)(3) school by the Internal Revenue Service and the Florida Department of Revenue. This webinar will provide participants with an overview of the requirements for qualification as a 501(c)(3) school, including ongoing compliance requirements to maintain such status, as well as an overview of the various state tax requirements and benefits available to schools here in Florida. Read More

FTE Class Size Information

This webinar will review recent Class Size data; steps for calculating Class Size; discuss best practices for accurately reporting Class Size data; provide an overview of the Class Size appeals process; and discuss the reduction calculations to the Class Size Operating Categorical. Read More

FTE Re-Calibration

Starting with the 2013-14 school year, FTE payments are recalibrated at the state level so that no student is paid for being more than one full time student. Student FTE reported by more than one district is recalibrated and shared by both districts. This free webinar will be presented by Kendra Jahnke and Chris Sanchez from the Department of Education to help Charter Schools understand the FTE reporting and recalibration process for calculating a student’s amount, and how to utilize the FTE reports and other resources available to verify student FTE reported and funded. Read More

How a lender looks at a charter school

Parents entrust their children's education to you... and many charters face difficulty with building their dream facility. In order to make it a reality, schools need a lender willing to invest millions of dollars into the school. During this webinar, the presenters will review actual charter school budgets from a lender's perspective to identify what will catch a lender's eye. They will then discuss how you can address (or avoid) any weaknesses in your budget. This webinar will be presented by Adam Miller of EdTec, Inc. and Will Robison of Capital Impact Partners. Read More

Introducing the Budget Template Tool

The CSU has developed a comprehensive budget template tool which provides users with a question/answer format which automatically takes the answers and develops a comprehensive charter school budget based on the function and object codes outlined the Florida RedBook. Read More

Invoice Form

Sample invoice form to be used to send an invoice to another party. Read More

Keys to Effective Fundraising

Many charter schools throughout the State need to raise funds to help support their program, especially newer schools. Many board members and school leaders do not have the knowledge or experience to run a successful fundraising campaign. However, by following a few simple steps, any school can launch a successful fundraising campaign. As the chairperson and founder of Marco Island Academy, a charter school in Collier County, Ms. Watt lead the school in raising nearly $3 million dollars from community donations in the past 4 years. There are several key steps that have lead to the school's successful fundraising efforts. These include establishing a clear plan, identifying key potential supporters and engaging them in the effort, and meeting with them one on one to ask for the money. This presentation highlighted these steps and how other schools could implement them at their schools. Read More

Mileage Reimbursement Form

This is a document that schools can use for employees to record their mileage and request reimbursement. Read More

Money Receipt Log

This is a sample form a school could implement to record money coming into the school. Read More

New State Financial Reporting Template

In October the State Board of Education approved an amendment to Rule 6A-1.0081 regarding Monthly Financial Statements and Financial Conditions for charter schools. This presentation will give a brief description of the rule, and demonstrate how to get the information for the new model reports from Quickbooks. Updates to the charter school statutes last year indicated that all charter schools will be required to use the new forms approved by the Department. Read More

Petty Cash Reconciliation

This document can be used to track and monitor petty cash if the school is utilizing petty cash. Read More

Preparing for Survey Two - Ensuring Your School Is Funded

The Florida Educational Finance Program provides funds to public schools, including charter schools. The funding is based on the data reported during the state reporting weeks. The first reporting week is quickly appraoching falling on October 12-16 this year. It is essential that charter schools carefully ensure all data is entered and reported correctly in order to receive accurate funding from the state. Just having the students enrolled does not guarantee you will receive accurate funding, there are many components to the funding formula. This presentation provided a broad overview of the reporting requirements, reminding you of some of the essential points to remember as you ensure your data is correct during survey week. Ms, Kendra Jahnke of the Department of Education's Bureau of PK-12 Education Information Services will lead this discussion to help schools prepare for Survey Two. Read More

Preparing for your Audit

Florida statutes contain several requirements for Charter Schools when it comes to conducting an annual audit. The laws state not only that an audit must be conducted by have specific requirements about how that auditor must be selected. This presntation will walk you through the process of selecting an auditor ranging from the bid process to what questions to ask and what to look for. We will also cover some basic information on what documents you want to start preparing to ensure that the audit process will go smoothly once the fiscal year has ended. Read More

Procurement Documentation Form

This is a sample document to be used when the school is purchasing items. Read More

Purchase Order Form

This purchase order form can be used if a vendor requires a purchase order to ensure a purchase has been approved. Purchase Orders can also be used to accrue funds before they are spent. Read More
Feb 2015

Quickbooks Chart of Accounts

Charter Schools are required to use the accounting classifications as defined in the Red Book ... Read More

RFP - Alarm Monitoring

RFP (Request for Proposal) form to use to solicit bids to find a company to monitor the school's security system. Read More

RFP - Back Office Services

RFP (Request for Proposal) form to use to solicit bids to acquire a payroll process / employee leasing company. Read More

RFP - Insurance

RFP (Request for Proposal) form to use to solicit bids to insurance policies in alignment with the school's charter contract. Read More

RFP - Intercom System

RFP (Request for Proposal) to solicit bids for an intercom system to be used within a charter school. Read More

RFP - Security Surveillance

RFP (Request for Proposal) to solicit bids for security / surveillance systems to be used at a charter school. Read More

RFP: Accounting Services

RFP (Request for Proposal) to solicit bids for accounting and financial services for a charter school. Read More

RFP: Auditor

RFP (Request for Proposals) to solicit bids from auditors in compliance with Florida's statutory requirements that a bid process be used to select an auditor. Read More

RFP: Payroll Processing Services

RFP (Request for Proposals) for soliciting bids for payroll processing services. Read More

RFP: School Uniforms

RFP (Request for Proposals) to solicit bids for students' school uniforms. Read More

RFP: Transportation Services

RFP (Request for Proposal) to solicit bids from transportation companies to acquire student bussing services. Read More

SOP: Purchase Orders

Standard Operating Procedure for issuing Purchase Orders to purchase items. Read More

Thank You For Donation Letter & Charitable Receipt

DescriptionThis sample letter could be used to send thank yous to donors to the school and to provide them for a tax receipt for their contribution. Read More

The importance of data reporting to ensure full FTE funding

The Florida Educational Finance Program provides funds to public schools, including charter schools.  The funding is based on the data reported during the state reporting weeks.  The first of which is October 8-12 this year.  Ensuring you have the data entered properly is essential to ensuring you receive all of the funds you are entitled to.  Even if you have the students in the seats at your school, you must have them reported correctly to receive funds. Dr. Andrew Binns was formerly the director of FTE & Student Reporting for the School District of Palm Beach County, he and a panel of other experts will provide tips for charter school leaders to help prepare for FTE week. This presentation will be specifically geared towards new schools and new educational leaders facing FTE reporting for the first time. Read More

The Life Cycle of Charter School Financing

Charters have been operating for over 20 years, and access to facilities is still one of the biggest challenges charter schools face. As the charter school market has grown, Financing Options have grown as well and now charter schools have more than a few options to consider. This session will discuss the various options available to charters and the best practices to help get the facility to match your needs today and accommodate your growth for tomorrow. You will come away with an understanding of various options (Developer Financing, CDFI Lending, Bank Financing, and Long-Term Tax-Exempt Bond Financing) to determine what is best fit for your charter school as you plan for your future. Read More

The Role of Insurance for Charter Schools

Charter Schools face very unique exposures to risk on a daily basis. Ignorance of these exposures is not a valid legal defense. Understanding methods in which to minimize or ways to transfer risk is essential. Insurance is a practical option to providing a level of protection against financial loss for school operators, administrators, and employees. Please join us for an informative presentation on the exposures Charter Schools face and the role insurance & risk management plays in, not only satisfying County School District requirements, but also providing peace of mind. This presentation is for new and experienced school leaders and employees. All are welcomed to attend. Read More

Title I, Part A Basics

How to ensure that all children have a fair and equal opportunity to obtain a high-quality education and reach, at a minimum, proficiency on State academic achievement standards and assessments. This free webinar will be presented by Sonya Morris- Chief of Federal Educational programs with the Department of Education. Read More
Apr 2017

Using the CSU Budget Template for Charter Applications

The Charter Support Unit has developed a comprehensive budget template designed to help create a complete budget. Many groups writing charter applications have used the template to write new charter applications. This webinar will be presented to speak to groups using the template to write a charter application. The presentation will discuss the importance of ensuring alignment between your charter application’s narrative and the budget itself. It will talk about common issues groups have had while using the budget tool, and will discuss some of the key indicators districts might look at while reviewing your application’s budget. Read More