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October Quarterly Regional Training Resources

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

Fiscal Oversight and Document Review

The October 2022 CASI Quarterly Regional Training addressed fiscal oversight of charter schools and was presented by the Fiscal Crisis Management & Assistance Team (FCMAT) and the California Charter Authorizing Professionals (CCAP). Presentation topics included requirements, responsibilities, and best practices for charter school oversight; a review of California Education Code (EC) provisions that apply to charter oversight; charter petitions and memoranda of understanding (MOU); putting financial framework tools for authorizers to work with sample charter financials; and where to find help and resources.

Fiscal Oversight Resources and Tools

FCMAT's Indicators of Risk or Potential Insolvency External link opens in new window or tab. (PDF)

FCMAT's Charter Petition Evaluation Matrix External link opens in new window or tab. (PDF)

FCMAT's Charter School Annual Oversight Checklist External link opens in new window or tab.

FCMAT's Charter School Accounting Manual External link opens in new window or tab.

CCAP's Financial Health & Sustainability Framework External link opens in new window or tab.

CCAP's Annual Report Toolkit External link opens in new window or tab.

CCAP's Initial Charter Petition Toolkit External link opens in new window or tab.

CCAP's Memorandum of Understanding (MOU) Resource External link opens in new window or tab.

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Questions:   Charter Authorizer Support Initiative | CASI@cde.ca.gov | 916-322-6029
Last Reviewed: Wednesday, November 16, 2022
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