Independent Public Schools Operations
Independent Public Schools (IPS) are charter schools, lab schools, regional schools, and the Innovative School District.
Dissecting Charter School Funding
- Webinar presented by Alexis Schauss, School Business, October 2015
- Spreadsheet used as an example during the webinar
Schedule of Uniform Education Reporting System (UERS) Data Transmissions from Independent Public Schools to DPI
2022-2023
Datafile Contacts Responsible for Data Transmissions from Independent Public Schools to DPI
- Charter, Lab, and Regional Schools June 30, 2022
Charter School Survival Guide 2021
Charter School Finance Guide - 2020 - This guide contains information designed to familiarize personnel at Charter Schools with the financial services offered by School Business, reporting requirements, and related forms.
Cash Management Guidelines For Charter Schools
SBS Systems Information for New Finance Officers and Staff - look under the Finance Office Guides heading.
Access to MSA-General Ledger-Cash Management
How to Subscribe to the Budget and Amendment System (BAAS)
eMFTS / WinSCP Registration Guide
- Boarding LEAs and Charter Schools to eMFTS (electronic Managed File Transfer System)
- eMFTS Access Approval Form
- Accessing Reports in WinSCP (Windows Secure Copy)
Charter School Financial Performance Framework and Guidance - 2018
Financial and Internal Controls for Charter Schools
Procedures for the Transfer of Local Payments to Charter Schools
The Charter School ADM (Average Daily Membership) Projection System
Presentation: CSADM Overview August 17, 2022
CSADM is an online system designed to assist each charter, regional or lab school with improving the accuracy of key components in the budgeting process. This online system is comprised of three phases, each phase has a specific collection period established by the Department of Public Instruction.
Only electronic submissions received from Board Chairs or head administrators identified in the CSADM Submission Directory are accepted. The CSADM Submission Directory is maintained by School Business. Questions and modifications should be emailed to Student Accounting, studentaccounting@dpi.nc.gov.
Phases
- Phase 0, Material Increase in ADM or Grade Expansion: November 7, 2022 - November 21, 2022
- Submissions are required of all Charter, Regional and UNC Lab Schools with current school year enrollment.
- This phase gathers information for the State Board of Education concerning requests for SY 2023-24 enrollment growth and/or grade expansion of the provisions of a charter's application.
- Only electronic submissions using CSADM will be included in the State Board of Education approval meeting.
- Phase I, Initial Submission for the ADM Projection: January 9, 2023 - January 23, 2023
- Submissions are required of all Charter, Regional and UNC Lab Schools with current school year enrollment.
- Phase II, Final Verification: Initial ADM: June 5, 2023 - June 19, 2023
- Preliminary Phase II Review and Preparation Guidelines
- Submissions are required of all:
- Charter schools with current enrollment
- Charter schools approved by the State Board of Education to open in 2023-24
- UNC Laboratory schools with current enrollment
- UNC Laboratory schools approved by the NC General Assembly to open July 1, 2022
CSADM System Information
- How to Subscribe to the CSADM Projection System
- Access the CSADM Projection System
- Use your NCID to access the CSADM. If you have questions about NCID, please contact your NCID Administrator.
- If you have questions about the CSADM, please contact Student Accounting, studentaccounting@dpi.nc.gov.
This page is NOT a comprehensive list regarding IPS financial operations. Please visit our other web pages for more information: