Business Services Resources
Allocation Plan
The Charter SELPA CEO Council determines the Allocation Plan details which are then implemented by our Business Team.
Essential Allocation Plan information in a convenient one-page resource.
The full, formal Allocation Plan document, as decided by the Charter SELPA CEO Council.
Accounting and Best Practices
Fiscal resources and best practice documents from organizations around the state have been compiled here for your convenience.
Visit the Budgeting Best Practices on the Government Finance Officers Association website for dozens of resources focused on budgeting.
This document, designed by FMCAT, is a resource for Charter School stakeholders who are responsible for charter school activities.
Developed by FCMAT, this tool is a resource for LEAs to utilize in analysis of various areas within special education.
This publication is officially approved by the California State Board of Education in accordance with Education Code section 41010 for required use by California public schools.
Fiscal Newsletters
A Fiscal Update is released as part of the Charter SELPA monthly newsletter, with the goal of keeping the field informed of funding updates, upcoming reporting deadlines, and other helpful resources.
The Charter SELPA publishes a formal Annual Fiscal Report each May to present at the CEO Council Meeting.
Archived Meetings and Trainings
We are proud to offer fiscal training and meetings throughout the year. Resources are provided following the event for those who are unable to attend the live session.
Each year, the Charter SELPA releases a recording of our Year-End Workshop to assist with Special Education fiscal closing tasks. Click to access the Year-End Workshop 2024: Slide Deck.
These slides review the importance of fiscal information, special education funding details, the Charter SELPA Allocation Plan details, and reporting requirements.
The Charter SELPA holds Fiscal Committee Meetings twice annually to report on fiscal reporting and decisions made at the CEO Council meeting. Presentation materials are available here.
The California School Finance Authority offers this resource as a low-cost borrowing option to help Charter Schools manage their cash flow needs.
Other Resources
Several organizations support school businesses, Charter Schools, or governmental organizations with their administrative support needs. These organizations have been compiled below for your convenience.
CASBO supports public schools across California by promoting excellence and professionalism in all operations, through innovative education, advocacy, and professional networking.
The CCSA is committed to building great public schools of joy and rigor that prepare all California students for success in college, career, community, and life.
The LAO provides fiscal and policy advice to the Legislature, and is known for its fiscal and programmatic expertise and nonpartisan analyses of the state budget.
The CSDC is a leading force in the national charter school movement through leadership trainings, consulting, and advocacy.
The GFOA's mission is to advance excellence in public finance through planning, financing, and implementing governmental operations.
SSC is a premier business, financial, management, and advocacy resource for educational agencies in California.
State SELPA's purpose is to present, review, and evaluate major special education issues for the benefit of the students, families, districts, charter schools, and educators in California.