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CASI May 2026 Charter Chat Resource Page

Information and resources from the May 2026 Charter Chat, presented by the Charter Authorizer Support Initiative (CASI).

Charter Chat Topics

  1. Legislative Updates by Santa Clara County Office of Education
  2. Program Hot Topics
  3. Fiscal Hot Topics
  4. California Department of Education and State Board of Education Updates
  5. CASI Annual Survey
  6. Upcoming Events

Disclaimer

The information contained on this page is provided as a reference only. Charter schools and chartering authorities are encouraged to review the laws and regulations and consult with their own legal counsel regarding the application to their specific situations.


Legislative Updates by Santa Clara County Office of Education

  • Senate Bill/Assembly Bill 121External link opens in new window or tab. Education finance: education omnibus budget trailer bill
  • AB 2496External link opens in new window or tab. Local educational agencies: reports: school accountability report card: California School Dashboard: local control accountability plan: local control funding formula budget overview
  • To follow current legislation at the California Legislative InformationExternal link opens in new window or tab. website:
    • Under "Quick Bill Search," select either "Bill Number" or "Keyword(s)"
    • Enter the bill number or keyword, respectively
    • Once the desired bill is located, click "Add to My Favorites." This will prompt the user to create a profile and receive email updates on the status of the desired bill.

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Program Hot Topics

  • 2026–27 Charter School Certification of Information (COI)
    The deadline to complete the COI was on Friday, May 22, 2026. However, because a number of schools have not yet completed it, the Charter Schools Division (CSD) has extended the deadline to complete the COI through the end of this week, by COB, Friday, May 29, 2026. Notifications have been sent only to the schools and their authorizers who have not yet completed the COI. Information about the COI is available at CDE Charter School Certification of Information. If you have any questions about the information provided here, please contact the CSD by email at charters@cde.ca.gov.
  • Local Control and Accountability Plan (LCAP) Preparation
    LCAPs are to be updated annually and approved by their board and submitted to their authorizer and to the county office by June 30 each year.
  • Apportionment Withholding for Charter School LCAP and Budget Noncompliance
    As of June 27, 2025, all charter schools are required to complete multiple items related to their LCAP and financial reporting. Failure to comply with these requirements, which are outlined below, will result in the withholding of the charter school’s state, local, and county apportionments until all requirements have been met (Reference: California Education Code (EC) Section 42128External link opens in new window or tab.).
    1. On or before July 1, a charter school’s governing board must hold at least one public hearing to solicit recommendations and comments from the public regarding the LCAP (EC Section 47606.5External link opens in new window or tab.).
    2. A charter school’s governing board must formally adopt the LCAP and show this action on their public board agenda and minutes (EC Section 47606.5).
      1. Both 1 and 2 listed above, must be two separate items on the charter school’s governing board agenda. The order in which the items are placed on the board agenda must be as follows:
        1. Public hearing for the LCAP
        2. Action for the LCAP
      2. Please ensure that the correct LCAP template and correct fiscal year are used
    3. All charter schools must submit reports pursuant to EC Section 47604.33External link opens in new window or tab..
      1. On or before July 1, submit the charter school’s LCAP;
      2. On or before July 1, submit the charter school’s adopted budget;
      3. On or before September 15, submit the charter school’s prior year unaudited actual report;
      4. On or before December 15, submit the charter school’s first interim report;
      5. On or before December 15, submit the charter school’s prior year audit report;
      6. On or before March 15, submit the charter school’s second interim report.
  • 2026–27 LCAP Electronic Template
    The CDE released the 2026–27 LCAP electronic template system (eTemplate) for local educational agencies (LEAs). The LCAP eTemplate assists LEAs in developing and updating their LCAPs and allows LEAs to create, edit, and submit their LCAPs for review, as applicable. The eTemplate also allows LEAs to transfer information from the 2025–26 LCAP into their 2026–27 LCAP, if the eTemplate was used to complete the 2025–26 LCAP. The eTemplate is part of the myCDEconnectExternal link opens in new window or tab. unified system; therefore, LEAs should complete the registration form in the myCDEconnect system. The eTemplate Functionality Guide (DOCX) can be found at CDE Local Control and Accountability Plan (LCAP), under the Electronic Template subheading.

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Fiscal Hot Topics

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California Department of Education and State Board of Education Updates

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CASI Annual Survey

We love feedback! Please complete the CASI Annual Authorizer SurveyExternal link opens in new window or tab. if you have not already done so.

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Upcoming Events

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Return to Monthly Charter Chats

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Questions: Charter Authorizer Support Initiative | CASI@cde.ca.gov | 916-322-6029 
Last Reviewed: Thursday, October 08, 2026
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