Forms

Asset Disposition Form

This form is a sample form to document when a school disposes of an asset at the school due to the item being old or no longer of use. This form can be of assistance with auditing to show when materials are taken off of the school's inventory. Read More

Authorization for OTC Medication Administration Form

This is a form that school can use to allow parents to grant permission to a school to administer over the counter medication. Read More

Authorization for Prescription Medication Administration Form

This is a sample form schools can use to obtain parent and physician authorization to administer prescription medication at school. Read More

Authorization to Carry and Self Administer MDI Form

This is a form schools can use for parents and physicians to give permission for students to carry and self-administer asthma inhalers. Read More

Board Member Application

This form can be used by potential board members to ascertain their interest and areas of expertise with regards to joining a charter school's Board of Directors. Read More

Board Member Self Evaluation Form

This form can be used by Governing Board members following a board meeting to provide feedback on how the meeting went. Periodically collecting such data can help a charter school focus in on areas that may help the Governing Board operate more effectively. Read More

Budget Template Tool

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

Building Key Signout Form

This is a sample form that a school can use for staff members to acknowledge the sign out of building keys, and to warn staff about the consequences of losing keys to the building. Read More

Building Rental Agreement

If you are able to sub-lease your building, we recommend having policies established regarding the process and requirements for outside organizations who wish to rent out your building's space. If you are leasing your property, be careful to review your lease, as many leases prohibit sub-leasing your space. This form should be modified to match the policies in place at your school. (The policies cited on this draft are the policies used in the CSU Sample Policy Manual). Read More

Bullying Investigation Report

To document investigations pertaining to the state's required bullying requirements. Read More

Bullying Prevention Plan

To document a plan for preventing bullying after it has been determined that bullying is occuring. Read More

Car Pooling Registration

Charter Schools are required to ensure that transportation is not a barrier to attendance. One way that might be part of the school's plan is to develop a car pooling program for families. The attached form could be used to gather information from parents regarding car pooling. 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

Classroom Safety Checklist

This is a sample form the school could adopt to ensure all of the typical safety issues that schools should be concerned about are completed in each classroom. The school may wish to institute a policy whereby this form is completed each semester for each classroom at the school. Read More

Complaint & Grievance Form

This is a document for staff members to file a complaint about the operations of the school.  Each school should have a policy about how such complaints are handled at the school and who is responsible for receiving and investigating employee complaints. 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

Discrimination or Harassment Complaint Form

This is a form that a school could adopt to give employees the opportunity to file a complaint of discrimination or harassment against the school or other staff member. Read More

Employee Application Form

Sample employee application form to use for potential employees. Read More

Employee Change Documentation

Form to be used to document when a change is made to an employee's salary or position. Read More

Employee Exit Check List

Form to use to ensure all tasks are completed when an employee resigns or is terminated. Read More

Employee Reference Check Form

This form is a way to document the employee reference checks conducted on employee applicants. Read More

Employee Time Off Request Form

Form to use to document when an employee is absent from work and to record paid time off / sick leave / etc. Read More

Employee Timesheet

Sample timesheet form which automatically calculates an employee's total time for a pay period. Read More

Employee Warning Notice

This is a sample form to document warnings issued for disciplinary issues related to the school's employees. Read More

Employment Offer Letter

Sample employee offer letter which can be used when an employee will be hired prior to signing an employee contract. Read More

End of the Year Checkout List

Sample list to give to teachers before they leave for the summer months to ensure all tasks related to closing the school up for the summer are complete. Read More

Enrollment Check List Form

This form is a sample a charter can use to develop their own checklist of all of the forms that they require for students before they attend the school. This checklist helps the office staff to ensure everything is collected from each student. Read More

Equipment Responsibility Form

This is a sample form the school may wish to use when issuing expensive equipment to individual staff members, such as a laptop computer, to ensure employees understand the responsibility for caring for such equipment. Read More

Exit Interview Form

Sample questionnaire to give to employees once they leave employment with the school to collect data about how the school can improve from the employee's perspective. Read More

Expense Reimbursement Request

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

Field Trip Authorization Form

This form is a sample form a school could adopt for teachers to request permission to plan a field trip from the school's administration. Read More

Field Trip Cost Calculator

This document is a calculator that a school could use to allow staff to quickly calculate the cost that should be passed along to students for field trips. This calculator was implemented at a school where the school was having issues not collecting enough money to cover the costs of a fields trip. While a PDF version is provided below, there is no functionality, we recommend you download the Excel version of the document below. Read More

Field Trip Information for Chaperones

This form is a sample form a school could implement to provide essential information to chaperons for a field trip. We recommend that all chaperons be given information with essential phone numbers, students, and any other relevant emergency information. Read More

Field Trip Permission Form

This sample form can be used to get parental permission before students go on an off-campus field trip. Read More

Final Paycheck Calculations

This form is meant to provide documentation to employees who are separating from the school with regards to the amount they should expect on their final paycheck.  This document aligns with the calculations defined within the Sample Compensation Manual. Read More

Fire Drill Log Form

While there is no formal requirement that schools have a specific documentation form to document their fire drills, fire drills are required to be held month, and we encourage schools to develop a system for monitoring and documenting these drills. This form is a sample form a school could use to document their fire drills, and keep them in a binder (perhaps near your fire alarm panel). Read More

FMLA Request for Leave Form

Sample FMLA Request form to be used if your school is required to offer FMLA (Family and Medical Leave Act) leave to your employees. If you are working with an employee leasing or payroll company they may have a form you may be required to use, however, if they do not, this sample document could be modified to be used at your school. Read More

General Board Schedule Grid

This document provides a general outline for a schedule schools may wish to consider regarding regular annual topics the governing board must discuss and consider. Read More

Hard Copy Request Form

Some schools try to cut down on the amount of paper they print and send home.  In an attempt to do this schools are moving more towards electronic communication, however, not all families have access to the internet.  The school may wish to keep a list of parents who indicate that they do not have internet access, so that the school can send hard copies home with those children. This form could be used to collect that data from families, and the school can then maintain a list of students who require hard copies. Read More

Incident Report

This is a document which can be used to record incidents or injuries to keep a permanent record of incidents which may occur at the school. Read More

Initial Salary Placement Notice

This form is meant to lay out the per-paycheck amount for a new employee so they are clear on the salary they will be paid. Read More

Intermediate Behavior Chart

This is a behavior chart which could be used by schools for students who are exhibiting negative behaviors. This form is geared more towards intermediate students. The form encourages the student to self-reflect on their behavior during the course, as well as provides the teacher with the opportunity to respond.  This data can then be collected by the last teacher who has the student during the day to monitor students progress towards behavioral goals. Read More

Internal Student Class Change Form

This form could be used to document when a student needs to have a course change, to ensure that the change is document, teachers are aware, and that all necessary administrative work is completed prior to the student being moved.  As always, the form should be tweaked to match the internal processes used at your school. Read More

Invoice Form

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

Maintenance Request Form

This sample form can be used for staff members to request maintenance assistance and to help the maintenance staff keep track of the requests being received. Read More

Media Release

This is a form that parents can sign to give the school permission to photograph or record students. Read More

Medication Administration Incident Report Form

This is a form schools can use to record incidents which occur from mistakes with the administration of medications. Read More

Medication Administration Log Form

This is a form schools can use to log the administration of medication to students. 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 Hire Checklist

This sample form can be used to organize all of the paper and tasks which need to be completed when a new employee is hired by the school. Read More

Parent Satisfaction Survey

This is a sample parent satisfaction that a school can use to gauge parent satisfaction at their school.  We recommend this survey is used each spring so that the data can be compared over time.  The questions on the second page can be customized to focus on issues that the school is focusing on or that match with the school's vision. Read More

Parent Volunteer Survey

Parental involvement is one indicator of school success. Schools who are strategic about volunteering will try to match volunteer opportunities to the strengths of parents, and to utilize this as a way to increase involvement. This parent survey helps schools to identify parent skills and availability to help make those matches. 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

Primary Behavior Chart

This is a behavior chart which could be used by schools for students who are exhibiting negative behaviors. This form is geared more towards primary students. The form encourages the student to self-reflect on their behavior during the course, as well as provides the teacher with the opportunity to respond.  This data can then be collected by the last teacher who has the student during the day to monitor students progress towards behavioral goals. Read More

Procurement Documentation Form

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

Property Inventory List

Inventory List(82 KiB) This document is available as either an Excel version, or in ... Read More

Public Comment Registration Form

We recommend that each Governing Board approve a policy with regards to public comment at board meetings.  This form could be used for members of the public to register to speak and provide public comment at such a meeting. Read More

Public Meeting Notice

Sample document to use to publically post a meeting notice to comply with government in the sunshine requirements. Read More

Publicity Waiver

This is a sample form that a school may wish to adopt to obtain parent permission to take pictures of students and use those pictures for school publicity. 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

Release of Information

This is a document a school can use to get permission to release or obtain student information from another entity. This is especially important with regards to student private and HIPA requirements. 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 - 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

Room Inventory List

This sample form can be used for teachers to complete an inventory listing of the materials contained within their room. This is most often done at either the very start or very end of the school year. Read More

Sample Board Meeting Packet Template

The CSU recommends that the Governing Board setup a process whereby they receive pertinent information regarding the board meeting agenda, reports, and agenda items a designed amount of time before each governing board meeting.  This document provides a potential template for organizing that materials.  These packets are typically prepared by school staff (most often the school's Principal) prior to each Board meeting. Read More

SBLT / MTSS Request Form

This is a form a school could adapt to use to allow teachers to bring a student to the attention of the school based leadership team and begin the MTSS process for a student who may be exhibiting difficulties. Read More

SBLT Parent Notification Form

This is a sample letter which a teacher could use to notify a student's parent or guardian that the school's school based leadership team will be meeting to discuss the student. Read More

SBLT Problem Solving Action Plan

This document could be used by a school based leadership team to implement an MTSS process to brainstorm potential interventions which may be effective for an individual student and then to decide upon a course of action, and to document the follow up from the meeting at regular intervals after the meeting. Read More

Staff Computer Sign Out Agreement

This sample form could be used to sign out computers to staff members and warn them that they are responsible for the school's equipment while it is in their possession. Read More

Staff Coverage Form

This is a form that schools could use if they are implementing a process allowing teachers to cover for each other for situations such as doctors appointments.  The CSU recommends that if the school is utilizing this type of a process that some documentation is put in place to ensure that individual teachers are not taking advantage of the situation. Read More

Student Behavior Documentation Log

This is a log document which can be used by school staff to record incidents with regards to a specific student. This type of a log is particularly beneficial when starting the MTSS process to collect data regarding a student's behavior prior to meeting with a school based leadership team in order to identify specific behaviors to target through the MTSS process. Read More

Student Disciplinary Form

This sample form can be used by schools to document student consequences and disciplinary issues. Read More

Student Emergency Release and Medical Information

This sample form is form the school can adapt to collect necessary medical an emergency release information for students. Schools should adopt (or use the district's) form which does receive permission for the school to get emergency medical treatment for students. Schools should also carefully consider a process for ensuring these documents can be easily obtained in the case of an emergency. Read More

Student Satisfaction Survey

This is a sample survey you may wish to use for students.  This survey is geared toward intermediate or older students.  The school can customize the survey to match the priorities the school is focusing on or to obtain specific information they wish to have from their students. Read More

Student Think It Over Forms

This is a form that was used by one school to give students when they needed to be prompted to think about their involvement in a particular situation.  This was used when students received a detention and was required as an exit ticket before students could return to class, but the use of such a form should match the overall mission and processes utilized at each individual school. Read More

Student Withdrawal Form - Parent Completes

Form for parents to complete if they are withdrawing their student from the school. Read More

Student Withdrawal Form - School Completes

Form for the school to complete internally to ensure and document that all of the tasks to withdraw a student are completed. Read More

Textbook / Material Evaluation Matrix

Form to use to help with evaluating curriculum materials such as textbooks. Provides a numeric rank of materials to objectively compare multiple products. 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

Threat Assessment Form

This form can be used to document an investigation when a student is causing issues or a threat may lead to police/law enforcement intervention with a student.  This form should be tweaked to match the internal processes the school uses to deal with such issues. Read More

Unpaid Leave Calculator

This form is meant to be a way to document for employees who are going on unpaid leave how that leave will affect their paychecks once they return to work. Read More

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By accessing and using any of the materials made available from the Charter Support Unit you are agreeing to the Terms of Use for the CSU, which specifically state that the advice provided should not be considered legal or financial advice.