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April Quarterly Regional Training Resources

Information and resources from the April 2022 Quarterly Regional Training, presented by the Charter Authorizer Support Initiative (CASI).

Quarterly Regional Training

Annual Site Visits and Reports

The April 2022 CASI Quarterly Regional Training focused on annual site visits and reports. Every year the authorizer must visit each charter school at least once. During this visit, authorizers may review the operations of the school, the academic performance, the fiscal viability, meet with educational partners (parents, teachers, students, staff, etc.), review the governance of the school, review compliance documentation, and then best practice is to provide a report to the governing board of the charter school. California Charter Authorizing Professionals (CCAP) has created an annual visit toolkit and the Santa Clara County Office of Education (SCCOE) also has annual visit resources which may be of use to other authorizers.

Authorizer Oversight Requirements in California Education Code

Authorizer oversight requirements are provided in California Education Code Section 47604.32 External link opens in new window or tab..

CCAP Annual Report Toolkit

Complete Annual Report Toolkit External link opens in new window or tab.

Annual Report Toolkit Introduction External link opens in new window or tab.

Academic Performance Framework External link opens in new window or tab.

Operations and Governance Framework External link opens in new window or tab.

Financial Health and Sustainability Framework External link opens in new window or tab.

Annual Performance Report External link opens in new window or tab.

Site Visit Protocol External link opens in new window or tab.

SCCOE Annual Visit Links

Human Resources File Review Document External link opens in new window or tab. (PDF)

Special Education File Review Document External link opens in new window or tab. (PDF)

Student Cumulative File Review Document External link opens in new window or tab. (PDF)

SCCOE Annual Charter Schools Data Book External link opens in new window or tab. (PDF)

Annual Document Requests from Charter Schools External link opens in new window or tab. (PDF)

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Questions:   Charter Authorizer Support Initiative | CASI@cde.ca.gov | 916-322-6029
Last Reviewed: Tuesday, May 24, 2022
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