Upcoming Reporting Deadlines
Q2 Financial Report
Accountability Plan (Draft)
Facility Agreement Reporting
Q3 Financial Report
Annual Budget
Q4 Financial Report (for prior fiscal year)
Annual Report
Renewal Application
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
- Accountability Plan (Draft)
Schools must submit a draft of an accountability plan that establishes specific student achievement goals.
- Initial Statement of Internal Controls
Schools must submit a statement on the status of internal controls, and an evaluation and report from an independent accountant.
- Pre-Opening Checklist
New schools must complete and submit a checklist.
- Student Recruitment
Schools must complete a summary of student recruitment and marketing efforts.
- Tax-Exempt Status
Schools must obtain federal tax-exempt status.
Each School Year
- Annual Budget
Schools must submit an annual budget by June 30th.
- Annual Summary of Applications and Admissions
Schools must submit an annual summary of applications and admissions.
- Facilities Guidance
Schools must submit certain documentation before providing instruction in a new facility.
- Student Application Form
Schools must provide a student recruitment plan and the school application form each school year.
- Transportation Request
Parents of charter school students must submit transportation requests to the school district in which they reside.
As Necessary
- Board Trustees - New Trustees
In the selection of new trustees, the school and prospective trustee must submit documentation to the Institute for approval.
- Board Trustees - Removal or Resignation
A school must inform the Institute of the resignation or removal of a trustee within 5 days.
- Certificate of Occupancy
Schools should provide all permits and licenses to legally operate in facilities.
- Education Corporation By-laws
Education corporations 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
- Enrollment Change
Schools must submit for approval all requests to modify the enrollment or grades served of the school.
- Management Agreement
Schools must provide the final draft of the management agreement with a letter from the school attorney, and a final agreement once executed.
- Programmatic Change
Schools must submit for approval changes to the program of the school.
- Receipt of Summons or Legal Complaint
Schools must provide written notification if the school corporation or any member of the school board receives a summons or legal complaint.
- School Director or Principal - Hiring or Departure
Schools must provide notification of the hiring or departure of the director or principal of the school.
- State Stimulus Fund (SSF) Grant Reporting
Recipients of State Stimulus Fund (SSF) grants must submit expenditures and other documentation.
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
- Accountability Plan (Draft)
Schools must submit a draft of an accountability plan that establishes specific student achievement goals.
- Accountability Plan (Final)
Schools must implement an accountability plan that establishes specific student achievement goals.
- Pre-Opening Checklist
New schools must complete and submit a checklist.
- Tax-Exempt Status
Schools must obtain federal tax-exempt status.
Each School Year
- Accountability Plan Progress Report
Schools must submit an annual report of its progress toward meeting goals to the Institute.
- Annual Budget
Schools must submit an annual budget by June 30th.
- Annual Report
Schools must submit an annual report that is required by statute and governed by the regulations promulgated by the State Education Department.
- Annual Summary of Applications and Admissions
Schools must submit an annual summary of applications and admissions.
- Facilities Guidance
Schools must submit certain documentation before providing instruction in a new facility.
- Student Application Form
Schools must provide a student recruitment plan and the school application form each school year.
- Transportation Request
Parents of charter school students must submit transportation requests to the school district in which they reside.
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
- Board Trustees - New Trustees
In the selection of new trustees, the school and prospective trustee must submit documentation to the Institute for approval.
- Board Trustees - Removal or Resignation
A school must inform the Institute of the resignation or removal of a trustee within 5 days.
- Certificate of Occupancy
Schools should provide all permits and licenses to legally operate in facilities.
- Education Corporation By-laws
Education corporations 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
- Enrollment Change
Schools must submit for approval all requests to modify the enrollment or grades served of the school.
- Management Agreement
Schools must provide the final draft of the management agreement with a letter from the school attorney, and a final agreement once executed.
- Programmatic Change
Schools must submit for approval changes to the program of the school.
- Receipt of Summons or Legal Complaint
Schools must provide written notification if the school corporation or any member of the school board receives a summons or legal complaint.
- School Director or Principal - Hiring or Departure
Schools must provide notification of the hiring or departure of the director or principal of the school.
- State Stimulus Fund (SSF) Grant Reporting
Recipients of State Stimulus Fund (SSF) grants must submit expenditures and other documentation.
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
- Accountability Plan Progress Report
Schools must submit an annual report of its progress toward meeting goals to the Institute.
- Annual Budget
Schools must submit an annual budget by June 30th.
- Annual Financial Audit Report
The Audit Report should include the accountant’s report on compliance and internal controls.
- Annual Report
Schools must submit an annual report that is required by statute and governed by the regulations promulgated by the State Education Department.
- Annual Summary of Applications and Admissions
Schools must submit an annual summary of applications and admissions.
- Facilities Guidance
Schools must submit certain documentation before providing instruction in a new facility.
- Student Application Form
Schools must provide a student recruitment plan and the school application form each school year.
- Transportation Request
Parents of charter school students must submit transportation requests to the school district in which they reside.
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
- Board Trustees - New Trustees
In the selection of new trustees, the school and prospective trustee must submit documentation to the Institute for approval.
- Board Trustees - Removal or Resignation
A school must inform the Institute of the resignation or removal of a trustee within 5 days.
- Certificate of Occupancy
Schools should provide all permits and licenses to legally operate in facilities.
- Education Corporation By-laws
Education corporations 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
- Enrollment Change
Schools must submit for approval all requests to modify the enrollment or grades served of the school.
- Management Agreement
Schools must provide the final draft of the management agreement with a letter from the school attorney, and a final agreement once executed.
- Programmatic Change
Schools must submit for approval changes to the program of the school.
- Receipt of Summons or Legal Complaint
Schools must provide written notification if the school corporation or any member of the school board receives a summons or legal complaint.
- School Director or Principal - Hiring or Departure
Schools must provide notification of the hiring or departure of the director or principal of the school.
- State Stimulus Fund (SSF) Grant Reporting
Recipients of State Stimulus Fund (SSF) grants must submit expenditures and other documentation.