Reporting Requirements

Reporting Requirements2018-07-02T13:36:50+00:00

Upcoming Reporting Deadlines

Nov 15

Q1 Financial Report

November 15
Jan 02

Student Applicant Form

January 2, 2019
Jan 15

Student Recruitment

January 15, 2019
Feb 15

Q2 Financial Report

February 15, 2019
Apr 15
May 15
May 15

Q3 Financial Report

May 15, 2019

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.

Planning Year

Each School Year

As Necessary

First Year SUNY authorized charter schools that are in their first of operation 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. 

Planning Year

Each School Year

Throughout the School Year

  • Billing Report

    Billing Reports include attendance and enrollment reports and are due 30 days in advance of the payment date.

  • Board Meeting Minutes

    The school board must provide the Institute with a copy of meeting minutes with attachments for all meetings and executive sessions.

  • Quarterly Report

    Schools must submit a statement of income and expenses for each quarter.

As Necessary

Existing SUNY authorized charter schools are required to submit the following reports and documents to the Institute. This list only includes standard deadlines for materials required by the SUNY Charter Schools Institute.  Additional deadlines may also apply for materials submitted to other entities such as the New York State Education Department or as requested by the Institute on an as-needed basis. 

Each School Year

Throughout the School Year

  • Billing Report

    Billing Reports include attendance and enrollment reports and are due 30 days in advance of the payment date.

  • Board Meeting Minutes

    The school board must provide the Institute with a copy of meeting minutes with attachments for all meetings and executive sessions.

  • Quarterly Report

    Schools must submit a statement of income and expenses for each quarter.

As Necessary