New SUNY authorized charter schools that have not yet opened are required to submit the following reports and documents to the Institute. This list contains all important reporting requirements contained in the charter agreement, in law or New York State Education Department statute; however, the ultimate authority is either the law or charter agreement. These requirements generally pertain only to those that must be submitted to the Institute, so charter schools will have other requirements. Learn more about New School Reporting Deadlines.
Schools must submit a draft of an accountability plan that establishes specific student achievement goals.
Schools must submit a statement on the status of internal controls, and an evaluation and report from an independent accountant.
New schools must complete and submit a checklist.
Schools must complete a summary of student recruitment and marking efforts.
Schools must obtain federal tax-exempt status.
Schools must submit an annual budget and cash flow statement by June 30th.
Schools must submit an annual report that is required by statute and governed by the regulations promulgated by the State Education Department.
Schools must submit an annual summary of applications and admissions.
Schools must provide a student recruitment plan and the school application form each school year.
Parents of charter school students must submit transportation requests to the school district in which they reside.
Billing Reports include attendance and enrollment reports and are due 30 days in advance of the payment date.
The school board must provide the Institute with a copy of meeting minutes with attachments for all meetings and executive sessions.
School boards must ratify by-laws within 30 days of the effective date of the charter, and must seek approval from the SUNY Board of Trustees to amend by-laws
Board Trustee Financial Disclosure
In the selection of new trustees, the school and prospective trustee must submit documentation to the Institute for approval.
A school must inform the Institute of the resignation or removal of a trustee within 5 days.
Schools should provide all permits and licenses to legally operate in facilities.
Schools must submit for approval all requests to modify the enrollment or grades served of the school.
Schools must submit certain documentation before providing instruction in a new facility.
Schools must provide the final draft of the management agreement with a letter from the school attorney, and a final agreement once executed.
Schools must submit for approval changes to the program of the school.
Schools must provide written notification if the school corporation or any member of the school board receives a summons or legal complaint.
Schools must provide notification of the hiring or departure of the director or principal of the school.
Recipients of State Stimulus Fund (SSF) grants must submit expenditures and other documentation.