Fiscal Guides, Templates and Materials
All guidance documents and templates for fiscal submissions are located on this page. Guidance and templates change annually; as such, it is imperative that schools download the current templates below each time they develop and submit required documents.
Understanding Resource Types
| Resource Type | What It Means |
|---|---|
| Guide or Guidance | Explanatory material that helps users understand an Institute process, expectation, or legal requirement. |
| Template | A structured document that supports preparation of a submission, report, plan, or other school document. |
| Model Document | An adaptable example that demonstrates one possible approach and may require school-specific or legal review. |
| Sample | An illustrative example provided for reference rather than a universal or required format. |
| Report | A public document describing school performance, finances, evaluation findings, or an authorizer decision. |
| Calendar | A dated list of deadlines, recurring submissions, or planning milestones. |