The Institute will be releasing an updated Financial Oversight Handbook designed to be a comprehensive resource for SUNY authorized charter schools in navigating financial accountability.
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When requesting a charter revision SUNY authorized charter schools must submit an updated budget using the appropriate template.
As part of the charter renewal process, SUNY authorized charter schools must submit financial information using the appropriate template.
SUNY authorized charter schools must submit an annual budget, quarterly reports and annual audited financial statements.
- 2018-19 Annual Budget & Quarterly Report Template
- Audited Financial Report Template
The Annual Report is required by statute and governed by regulations promulgated by the State Education Department. Guidance is available through the New York State Education Department.
As part of annual reporting requirements, each SUNY authorized charter school must submit an Accountability Plan Progress Report using the progress report template. Schools must also use the data correction template to report data inaccuracies or omissions.
The SUNY Renewal Benchmarks provide a framework for the Institute to gather and evaluate evidence to determine whether a school has made an adequate case for renewal. In addition, the Benchmarks provide schools with a guide to understanding the Institute’s evaluative criteria. School leaders should be fully aware of the content of the Benchmarks at the time of renewal.
The charter agreement for all SUNY authorized charter schools requires that the school board of trustees must implement a policy to receive and handle any complaints. The Complaints and the Charter Schools Act document provides guidance to schools for how to develop a complaint policy.
Two federal laws govern the confidentiality of students’ educational records: the Family Educational Rights and Privacy Act (FERPA) and the Individuals with Disabilities Education Act (IDEA).
Both FERPA and IDEA apply to charter schools and district public schools. FERPA covers all education records of students enrolled in a charter school and the confidentiality provisions of IDEA apply to a subset of education records of students with disabilities.
Included in the briefing and broken out separately are a series of forms that may be useful in implementing confidentiality policies and procedures. These forms are samples only. While charter schools may use them as part of their policies, schools should feel free to use their own, so long as those forms capture the information required by law.
- Form #1 Request to Review Records
- Form #2 Confidentiality Policy School Employees
- Form #3 Consent Release Student Information
- Form #4 Notice of Intent
- Form #5 Model Notification of Rights
- Form #6 Record of Access
- Form #7 Records Maintained
Seven new charter schools were approved by the SUNY Board of Trustees Charter Schools Committee. Six are located in New York City and one in Elmira.
Summary of Findings Report: