1. New York State Education Department Charter School Opening Procedures General Introduction Basic Finance and Governance Charter School Office New York State Education Department 1 July 6, 2011 11:00 a.m. to 12:00 p.m.

2. Webinar Logistics 2 Elluminate is an integrated webinar software that provides both visual and audio through your computer. If you are having technical difficulties, please contact Cheri Murray at 518-402-5623 or cmurray@mail.nysed.gov for assistance.cmurray@mail.nysed.gov  Please use the chat function to ask questions. We will pause to answer questions frequently.  When asked for feedback, please use the face icons to let us know whether things are making sense.

3. 3 General Introduction, Finance and Governance Wed. July 6 11:00-12:00 Cliff Chuang, Director NYSED Charter School Office School Health School Safety Tue. July 12 1:00-2:00 Karen Hollowood Laura Sahr NYSED Student Support Services Food Service and Child Nutrition Wed. July 20 11:00-12:00 Frances O'Donnell, Coordinator Child Nutrition Program Special EducationTBD

4. Purpose The NYSED Charter School Office has arranged this series of webinars to present orientation information on key topics and program office contacts for charter schools. The orientation modules are targeted for new schools opening in 2011, but are available to all interested participants. We hope to:  Provide a basic orientation to key issues – please note that t his is not comprehensive.  Connect participants to contacts and resources (including a live web tour).  Answer questions (or collect them and get back to you).  Provide Regents-authorized schools with more specifics on Opening Procedures expectations. This will occur toward the latter part of each webinar, and other participants may log off at this time. 4

5.  The NYS Charter Schools Act (Education Law Article 56), as amended in 2010, along with regulations relevant to charter schools can be found at: http://www.p12.nysed.gov/psc/article56.html http://www.p12.nysed.gov/psc/article56.html  Article 56 can also be found on one page at http://www.nycsa.org/Article.aspx?ID=923 (which is good for searching for a particular word or phrase). http://www.nycsa.org/Article.aspx?ID=923 5

6.  All information pertaining to charter schools can be found at NYSED’s Charter School Office website at http://www.p12.nysed.gov/psc/ http://www.p12.nysed.gov/psc/  Let’s take a brief tour … 6

7.  To make sure you get all communications from NYSED, please make sure that your school’s contact info is updated in SEDREF, NYSED’s administrative information system:  Let’s check one of your schools at: http://portal.nysed.gov/portal/pls/pref/sed_inst_qry_vw%24.startup http://portal.nysed.gov/portal/pls/pref/sed_inst_qry_vw%24.startup  For assistance in updating your school’s info, see: http://www.p12.nysed.gov/sedrefupdate.html. Also please be sure to copy charterschools@mail.nysed.gov on any updates. http://www.p12.nysed.gov/sedrefupdate.htmlcharterschools@mail.nysed.gov  The Department currently maintains the contact info for the following at a charter school  Board of Trustees President  Chief Executive Officer (direct report to the Board of Trustees)  Director of Special Education  Information Officer  Title I Coordinator 7

8.  Information about charter school funding: http://www.p12.nysed.gov/psc/funding.html http://www.p12.nysed.gov/psc/funding.html  Bimonthly billing to districts and reporting to SED.  State intercept Process  Financial Reporting (authorizer-specific)  Independent Financial Audit  Unaudited quarterly statements  Initial Statement in the fall  Filing appropriate IRS paperwork 8

9.  Federal CSP start-up funding: we should hear within the next two weeks. Will be due ASAP once we receive word.  State Stimulus Grants: Due August 1, 2011. http://p1232.nysed.gov/psc/documents/SSFGrantMemo.pdf http://p1232.nysed.gov/psc/documents/SSFGrantMemo.pdf  Title I consolidated application  http://www.p12.nysed.gov/nclb/consolidatedappupda te/ta/ http://www.p12.nysed.gov/nclb/consolidatedappupda te/ta/  Webinar for New Charter Schools 6/2/11New Charter Schools  PowerPoint Presentation (774KB) PowerPoint Presentation  School wide vs. Target Assistance Program  Contact Leon Hovish at lhovish@mail.nysed.gov or 518-473-0295 for direct assistance.lhovish@mail.nysed.gov 9

10.  Charter Contract (by authorizers)  Corporate Documents  Approval of final bylaws (by authorizers)  Disclosures of Financial Interest- use form in annual report at http://www.p12.nysed.gov/psc/form.html); (by authorizers)http://www.p12.nysed.gov/psc/form.html  Approval and resignation of board members (by authorizers)  Filing IRS Form 1023 to obtain tax exempt, 501(c)(3) status 10

11. Other Key Applicable Laws  Freedom of Information Law (FOIL): http://www.dos.state.ny.us/coog/foil2.html http://www.dos.state.ny.us/coog/foil2.html  Open Meeting Law: http://www.dos.state.ny.us/coog/openmeetlaw.html http://www.dos.state.ny.us/coog/openmeetlaw.html  General Municipal Laws Applicable Sections 800-806: http://www.osc.state.ny.us/localgov/pubs/gmlposter.pdf http://www.osc.state.ny.us/localgov/pubs/gmlposter.pdf 11

12.  For Regents-authorized Schools: Opening Procedures documents at http://www.p12.nysed.gov/psc/OversightPlan.html http://www.p12.nysed.gov/psc/OversightPlan.html  Let’s a closer look at the items related to finance and governance.  Reminder about Prior Actions Site Visit in August 12

13. For Further Information, Contact: NYSED Charter School Office charterschools@mail.nysed.gov (518) 474-1762 13