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  • Annual Budget

    Reporting Requirements for All Schools

    Reporting Requirements: Annual Budget On or before June 30, the budget must be submitted with an indication that it received approval by the school board of trustees. Authority: Charter Agreement (paragraph 5.5) Submit to:  Charter Schools Institute via Epicenter. If the report will not be submitted by the due date, please e-mail a “Request for

  • High School Data Submission

    Reporting Requirements for Operating Schools

    Reporting Requirement: Schools enrolling 9th - 12th grade students must submit a student-level data file corroborating the APPRs. Questions? Contact [email protected].  

  • Accountability Plan Progress Report

    Reporting Requirements for Operating Schools

    Reporting Requirement: Accountability Plan Progress Report As part of annual reporting requirements, each SUNY authorized charter school must submit an Accountability Plan Progress Report which, from the vantage point of the school, addresses each of the goals and outcome measures contained in the Accountability Plan. The information presented in the Progress Report constitutes important evidence

  • Student Application

    Reporting Requirements for All Schools

    Reporting Requirements: Student Application Schools must provide a student recruitment plan and the school application form for the next school year annually. Authority:  Charter Agreement (Monitoring Plan) Submit to:  Charter Schools Institute via Epicenter  

  • Annual Financial Audit

    Reporting Requirements for Operating Schools

    T Reporting Requirements: Annual Financial Audit The Audit Report should include the accountant’s report on compliance and internal controls and include, if applicable: Management Letter Management Letter Response Corrective Action Plan Federal Single Audit (Uniform Guidance – 2 CFR Part 200, Subpart F) Form 990 or Extension Schools and their Auditors are required to use

  • Q1 Financial Report

    Reporting Requirements for First Year Schools

    Reporting Requirements: Quarterly Reports Schools must submit a statement of income and expenses within 45 days of the end of Q1, Q2 and Q3.  The Q4 statement is due due within 30 days after the end of the quarter so that schools can meet the fiscal requirements outlined in the Annual Report.  The statements are due as follows:

  • Form 990

    Reporting Requirements for All Schools

    The Form 990 is due in November of each year as an audit-related item for each education corporation.

General inquiry
Get in Touch

The Institute Staff is ready and willing to answer your questions and share resources and best practices.

Phone: (518) 445-4250

Email: charters (at) suny.edu

Please direct all communication (written, electronic or telephone)  to the Albany Office.

Our shared email inboxes serve as a direct portal to our internal teams that manage any processes you may have questions about.

Information on the Institute’s Complaint Process and submitting a FOIL request can also be found on our website.

Mailing Address: 

Albany Office:
SUNY Charter Schools Institute
H. Carl McCall SUNY Building
353 Broadway
Albany, NY 12246

 

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