FINANCIAL BACK OFFICE SERVICES DATA & TECHNOLOGY SCHOOL DEVELOPMENT CHARTER SCHOOL MANAGEMENT CORPORATION

Transcription

1 FINANCIAL BACK OFFICE SERVICES DATA & TECHNOLOGY SCHOOL DEVELOPMENT CHARTER SCHOOL MANAGEMENT CORPORATION

2 Bringing Choice to Back Office CSMC IS MORE THAN A BACK OFFICE, WE ARE YOUR PARTNER IN SUCCESS Why Ue a Back Office Provider? Are you opening your charter chool to run a buine or to lead a world-cla chool? Many charter chool leader do not realize the depth and complexity involved in running a charter chool, and for mot charter chool throughout the country, uing a back office company i the cot effective way to meet the financial and operational need of your chool. Acce to financial expert Increae your chool bandwidth Lower your cot Maintain deciion making control Enure accuracy in data and reporting Charter chool authorizer and tate agencie place enormou preure on chool to maintain accurate book, payroll record, and compliance and aement data report. Uing an effective back office company like CSMC can allow you to focu on your main prioritie, your tudent and your educational program. Why CSMC? CSMC ha been aiting charter chool with operational and financial upport ince We are the nation larget and one of the oldet charter chool back office provider. Our miion i to enure a laer-like focu on improving efficiencie and aving your chool money. We do that by providing a range of cot effective and high quality buine ervice bringing the experience and cale of an organization that ha committed year to helping grow the charter movement acro the nation. Our expert taff of charter chool founder, board member, CPA, chool data analyt, and more allow u to offer a depth of expertie at a far lower cot than a charter chool could fit in it own budget. We manage the neceary financial and operational ytem to keep your chool operating at peak performance, all while your chool leaderhip till retain full control over the operation and deciion making. CHARTER SCHOOL MANAGEMENT CORPORATION 2 HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME

3 CSMC Service Financial Service Charter Development and Renewal Bookkeeping Charter Viion Academy On-demand charter petition training Payroll Account payable/receivable Budget creation Authorizer advocacy and negotiation upport Budgeting and cah-flow projection Governance bet practice alignment Audit upport School Software Support Compliance and Reporting Power School Implementation and Support Local/State/Federal reporting Student data aement olution ADA Tracking and reporting Online tudent enrollment ytem Grant tracking for expene report Charter Viion - 24 Hour web-baed financial portal Monthly financial board report Governance and Strategic Planning Student Longitudinal State Report Governance training for adminitrator and board member Human Reource and Payroll Strategic planning guidance Teacher and Staff retirement ytem reporting Finance training for taff and board member Benefit Replication guidance for chool looking to grow Payroll Tax Employee handbook Replication trategie PORT OF LOS ANGELES HIGH SCHOOL CSMC offer flexible and accurate ervice- there i no limit to their attentivene and care for the ucce of our chool. ~Jim Cro YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 3

4 Charter School Development Training WEB-BASED ON DEMAND RIGHT INFORMATION RIGHT TIME RIGHT PLACE Charter Viion Academy from CSMC You need quality training to launch an excellent chool. But it i challenging to find the time and money to attend live workhop and training; epecially when faced with buy chedule, hrinking budget, riing travel cot, and tough economic time. CSMC i helping to break down the barrier between excellent educator and their dream of opening a high quality charter chool. That why CSMC ha brought Charter Viion Academy on demand and right to your fingertip. Charter Viion Academy i available in a convenient and affordable online environment, and provide your team with the expertie, training, and reource to turn your viion into an approvable charter petition. 24/7 web-baed on-demand acce Downloadable template and guide Baed on 20 year of charter chool bet practice Speed up your team ability to draft a petition Work a a team or individually Watch, top, rewind, replay, and come back tomorrow Overview of Charter Viion Academy On Demand Training CSMC charter petition training will cover all the apect of launching a high quality charter chool. Fundamental Baic of Charter School Development Overview of all Required Element 4 Building your Founding Team Budget Development Fundraiing Educational Program Breakdown Facility Planning HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME Community Outreach

5 KING CHAVEZ PUBLIC SCHOOLS The experience and knowledge that they [CSMC] bring to our chool ha helped u expand beyond our imagination- we are now up to 6 chool. ~Tim Wolf Charter School Budget Support We collaborate with your chool leaderhip team to create an Downloadable Template & Sample Language operating budget for the chool covering all revenue the chool Over the pat 20 year ince charter chool firt tarted, chool hould expect to receive. leader have developed numerou operational and academic bet practice. Why reinvent the wheel? School tart-up budget 5 Year operating budget projection Full breakdown of projected expene Cah flow tatement for all 5 year Budget narrative to include in petition Eay to follow preadheet Article of Incorporation Corporate By-law Service plan for pecial tudent population Admiion policie Supenion and Expulion policie Authorizer MOU Online Training Video Our cutom video preentation range from minute long and take you through the relevant petition information, background, and context that every charter chool developer need to know. Meeting tate legal requirement Preenting your educational program Addreing the need of variou tudent population Creating and meauring chool and tudent outcome Governance tructure and bet practice School outreach and admiion School Finance 101 YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 5

6 Governance & Strategic Planning HIGH QUALITY CHARTER SCHOOL LEADERSHIP REQUIRES HIGH QUALITY TRAINING Effective charter chool leaderhip i rarely formed, but rather cultivated and developed over time. In order to aure high quality and long-term utainability, charter chool mut invet in the right training and profeional development. Charter Viion Finance Academy CSMC Charter Viion Finance Academy give your team the in-depth training and inight that chool leader and board member need for informed deciion making and effective long-term planning. State budget overview and outlook Primary reporting requirement Cah flow planning Annual audit Revenue program Expene benchmarking Maximizing revenue & managing expene Charter Viion Governance Academy Governance Academy will provide your chool leader with an overview of key tate law, rule and regulation, a well a governance bet practice. Board role & reponibilitie Leaderhip development and bet practice Adminitrative role & reponibilitie Brown Act & conflict of interet Charter Viion Strategic Planning I your chool where you thought it would be when you opened 4 year ago? Are you a brand new chool and want to make ure you uccefully hit the ground running? Are you ready to replicate? CSMC can help your chool develop the hort and long-term plan and trategie for your chool to emerge a a leader in it community. 6 Step Buine Plan Strategic plan guidance Leaderhip operational focu Replication conideration and planning Strategie for cultivating excellent teacher and leader CHARTER SCHOOL MANAGEMENT CORPORATION 6 HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME

7 Client Tetimonial OUR CLIENTS ARE OUR BEST ADVERTISING. SEE WHAT THEY HAVE TO SAY ABOUT CSMC INTERNATIONAL SCHOOL OF MONTEREY The miion of the International School of Monterey i to educate all children toward becoming concientiou, compaionate, and reponible citizen of the world. SEAN MADDEN, DIRECTOR Before we contracted with Charter School Management Corporation a our back-office partner, we handled our finance and tudent information completely in-houe. A a tand-alone charter chool, we had one peron handling everything on the finance ide and had jut half a poition dedicated to tudent data management. The required work had thoe two individual feeling conitently overloaded and contantly fearful of miing an important deadline or detail. Recognizing the problem, a pecial committee of our board did a really thorough job of comparing available alternative, and, baed on the input of multiple reference and full analyi of ervice relative to cot, CSMC wa the conenu choice a the olution. With CSMC on our team, we now have topflight expert working hand-in-hand with our mall internal taff. We enjoy peronnel power on a par with the larget ditrict with a depth of dozen rather than our old depth of one. From trategic direction to the nut and bolt of proceing payroll and filing tate report, we have conummate profeional both leading the way and covering our back. CSMC ha great people in every area. Their knowledge of bet practice ha allowed u to improve our financial and data management while focuing mot of our internal taff time and attention on what hould alway come firt teaching and learning. Conitently quick repone to our phone call and make it feel a though the CSMC taff i right down the hall rather than half a tate away. Between that and CSMC Charter Viion web portal, which put important real-time information at our fingertip, we get what we need when we need it on a conitent bai. Along the way, CSMC ha olicited our feedback both informally and formally, and they have clearly litened and reponded to our need and want. Thi reflect the company trong commitment to continuou improvement. In our year and a half with CSMC we have een them teadily expand ervice, add quality taff, and refine procee through multiple iteration. Our board, our taff, our ditrict, and our auditor have all noted the quality of CSMC work. But the bet endorement come from one of thoe once overtaxed internal taff member who regularly announce, I love CSMC! YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 7

8 2.5 Charter Viion i CSMC eay to ue online portal giving each chool 24/7 acce to their financial tanding and report. From cah on hand, revenue year to date, monthly expenditure, every report, every financial report needed to lead a cutting edge charter chool i available at the tip of your finger. NEW FEATURES: 1. SUBSCRIPTIONS Don t have time to log in to Charter Viion? Simply want report delivered to your box at a time you chooe? With Charter Viion 2.0, you can et up ubcription to have all Charter Viion 2.0 report delivered to your box a often a you would like. 2. CUSTOMIZABLE HOME PAGE You can now cutomize the home page in a way that work for your pecific interet. Intereted in open payable? Chooe the open payable widget for your home creen. From expene to budget to projected net income, mix and match the financial widget to fit your need. 3. FINANCIAL WIDGETS Static home page chart are now replaced with dynamic financial widget. A widget i a chart or viual repreentation of data which the end-uer can control. In other word, you get to diplay the data you would like to ee. Simply move your moue over the variou piece of the chart, and you will get intant detail. 4. FISCAL TRANSPARENCY LIKE NO OTHER Charter Viion i not jut for your chool leader or buine manager; all key takeholder can get up to date acce to your chool financial data. Charter Viion i free to CSMC client, o key taff member, board member, auditor, or anyone you decide can each have their own unique logon. 8 HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME

9 SAMPLE REPORT - EXPENSE BY CATEGORY CALENDAR PERIODS View pecific expene-by-category report by chooing beginning and ending month & fical year. 2. EXPENSE STATISTICS An eay-to-read chart which lit the expene by category in both dollar and percentage term and total amount. 3. CHARTS & GRAPHS Eay-to-read pie chart quickly ummarize the expene by category. Click on a pie lice to ee additional detail. 4. VIEW YOUR SOURCE DOCUMENT Now you can immediately view your invoice & ee exactly what wa paid for. YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 9

10 Student Data on Charter Viion ACCESS YOUR FINANCIAL AND STUDENT ENROLLMENT DATA ALL IN ONE STOP 1 4 ADA PERCENTAGE ATTENDANCE STATISTICS 2 ATTENDANCE IMPACT 3 MOST ABSENT 5 STUDENT GAIN/LOSS INDICATOR 6 MAP CONTAINING STUDENT LOCATIONS 1. YEAR-TO-DATE ADA 2. ATTENDANCE IMPACT 3. FREQUENTLY ABSENT STUDENTS Diplay your chool Average Daily Attendance percentage ince the beginning of the chool year. Show the aggregate financial impact of your tudent mied chool day. Thi lit how your mot abent tudent and the number of day mied per tudent. 4. ATTENDANCE/ ENROLLMENT CHART 5. GAIN/LOSS 6. STUDENT MAP Summarize your chool current enrollment, gain and loe for the lat 30 day, and key tudent data. Thi map how where your tudent live zoom in on individual treet and neighborhood. Thi graph how your day-by-day enrollment and attendance over time. 10 HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME

11 Charter Viion For your ipad YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 11

12 Power School A STUDENT INFORMATION SYSTEM SHOULD FREE UP YOUR RESOURCES, NOT TAKE AWAY FROM THEM CSMC oberved that everal of it client did not have a poitive experience etting up and implementing their Student Information Sytem (SIS). For ome, the lack of technology peronnel and training wa the problem. For other, it wa trying to make a ditrict-level ytem work for a charter chool. CSMC partnerhip with Pearon PowerSchool program give you all the benefit of an effective SIS ytem without the teep learning curve, high expene, and rik typically required to implement and manage uch a ytem. POWERTEACHER MOBILE NOW AVAILABLE FOR YOUR IPAD OR SMARTPHONE 12 HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME

13 CELERITY EDUCATIONAL GROUP CSMC allow our chool acce to reource that wouldn t be financially obtainable unle we were twice the ize. We can operate with the expertie and reource of a large chool, on a mall chool budget. ~Vielka McFarlane No Tech Required: Set-up and implementation performed by CSMC taff On-ite and online taff training Acce expert level tool and reource No ytem monitoring or maintenance required Lower Cot: Pay only for the upport you need, when you need it Lower up front cot and no capital technology invetment Reduce up front cot for taff training and ytem et-up Security of knowing your data i being houed on dedicated and enterprie cla erver Charter School Specific: No ytem expert required at the charter chool School pecific report and dahboard Parent portal integration Cutom template and report card Smooth & Flexible Implementation: Expert taff trained directly by Pearon PowerSchool Adjut ytem to fit your calendar, chool day, and enrollment Minimize time pent on SIS, Maximize time pent in tudent ucce Full review of ytem option and chool need YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 13

14 Data Aement LET CSMC ENSURE YOUR STUDENTS AND YOUR SCHOOL GET THE RIGHT ASSESSMENT CSMC upport the etup, implementation, training, and monitoring of powerful web-baed data tool that help you provide deeper inight into each tudent. Tet core hould be a tarting point, not the only point. That why the ytem we upport integrate data from a range of ource, including the following: Daily claroom aement given by teacher Daily claroom aement given by teacher School or State tet and other aement Demographic information and grade Our partner ytem allow you to gather and analyze tudent data, aggregate it and diaggregate it, and all in real time. The focu i on helping teacher make meaning from complex aement data. Teacher and adminitrator can ue the data and report option to monitor tudent progre, to identify curriculum or intruction need, and to plan for the next intructional unit. 14 HELPING THE CHARTER MOVEMENT SUCCEED, ONE SCHOOL AT A TIME

15 Why a CSMC Supported Aement Sytem i for You: Lower up front cot and no capital invetment in technology or licene Pay only for the upport you need, when you need it Security of knowing your tudent data i being houed on dedicated and Enterprie-cla erver. You want to compare multiple et of data from year to year You want to create tet, quizze, and benchmark exam in le time You want to meaure academic ucce and boot achievement What CSMC can do for you: Ae your chool particular tudent need Identify the bet olution from a group of upported platform Integrate with your exiting Student Information Sytem Upload your tudent demographic data Import hitorical aement data from your tate teting reult Offer training in tet creation, benchmark utilization Automate the routine uploading of tudent data Develop advanced report to analyze tudent learning Purchae and intall canner and other equipment Undertand and explore Power Standard Offer intructional coaching and upport Profeional analyi of aement and benchmark data Develop tandard-baed report card YOUR EXPERTISE LIES IN EDUCATING YOUR STUDENTS 15

16 About CSMC CSMC i one of the larget and oldet provider of charter chool back office buine ervice in the nation. With over 50 employee, and growing, we upport more than 150 chool acro the country. CSMC ole miion i to upport and empower leader in education reform to create and lead innovative and high quality charter chool. With our background in chool development, accounting, chool operation, and financial management, CSMC can free you to lead your team toward focuing on creating high-functioning lifelong learner. Our experience wa gained from the ame peronal narrative that many charter chool are founded upon: fifteen year ago, CSMC founder Sandro Lanni wa looking for a better chool for hi own children and decided to help tart what wa then a new concept in public chool. The educational leader of thi new charter tart-up needed financial and buine upport, o Sandro combined hi extenive buine experience with hi upport of the charter chool movement and tarted CSMC, thu creating a new option of adminitrative upport for charter chool. Our innovative and experienced team of profeional i equipped to help you with all of your charter chool back office buine need. But we know that offering an unrivaled quality of ervice and outtanding value i not enough; that why our technical, financial, and operational initiative are driven by the evolving need of our cutomer. We are contantly implementing new ervice and level of upport for our client and believe we can be the back office buine provider to help your charter chool attain the operational excellence you eek. LOCATIONS: Headquarter CORPORATE HEADQUARTERS County Center Drive, Suite 110 Temecula, CA Ph CSMC Fax Bay Area Office 1300 Clay Street, Suite 600 Oakland CA Ph Fax Lo Angele Office 5839 Green Valley Circle, Suite 206 Culver City, CA Ph Fax Colorado Office 1155 Kelly Johnon Boulevard, Suite 111 Colorado Spring, CO Ph Fax Florida Office 461 Salibury Road Jackonville, FL Ph Fax Indiana Office 2240 North Meridian Street Indianapoli, IN Ph CSMC Louiiana Office 2426 Eplanade Avenue New Orlean, LA Ph CSMC