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January 2025 Quarterly Training Resources

Information and resources from the January 2025 Quarterly Training, presented by the Charter Authorizer Support Initiative (CASI).

Charter Authorizing Oversight Best Practices

The January 2025 CASI Quarterly Training addressed charter school renewals and focused on oversight requirements and best practices, annual reports, fiscal oversight, and fraud prevention.

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.

Live Video Recording

CASI Quarterly Training, January 2025 External link opens in new window or tab. (Video; 2:01:24) (Note: Portions of the video have been edited for length and content.)

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Oversight and Annual Reports

Authorizers must oversee the academic performance, financial health, and legal compliance of the charter schools they authorize. CCAP has a recently updated Annual Report Toolkit that includes frameworks for Academic Performance, Financial Health and Sustainability, Operations and Governance, and Public Policy Purpose. Best practice is to provide an annual report on the charter school’s performance to the school’s governing board. CCAP has templates for combining the performance frameworks into an Annual Report, and SCCOE publishes an Annual Charter Schools Data Book on its entire portfolio of authorized schools. These tools and examples may be of use to authorizers.

As part of its oversight, 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, and review compliance documentation. CCAP has a Site Visit Toolkit and SCCOE has a Site Visit Protocol and several accompanying annual visit tools.

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Authorizer Oversight Requirements in California Education Code (EC)

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CCAP Oversight and Annual Report Resources

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SCCOE Oversight and Annual Report Resources

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Questions: Charter Authorizer Support Initiative | CASI@cde.ca.gov | 916-322-6029 
Last Reviewed: Thursday, February 13, 2025
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