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
(PDF)
FCMAT's Charter Petition Evaluation Matrix
(PDF)
FCMAT's Charter School Annual Oversight Checklist
FCMAT's Charter School Accounting Manual
CCAP's Financial Health & Sustainability Framework
CCAP's Initial Charter Petition Toolkit
CCAP's Memorandum of Understanding (MOU) Resource
Live Video Recording
CASI Quarterly Regional Training, October 2022
(Video; 2:03:53) (Note: Portions of the video have been edited for length and content.)
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