Independent Public Schools Operations

Independent Public Schools (IPS) are charter schools, lab schools, regional schools, and the Innovative School District.

Closing Procedures for 2019-2020 for:

Dissecting Charter School Funding

  • Webinar presented by Alexis Schauss, Director of School Business, October 2015
  • Spreadsheet used as an example during the webinar
Data Transfer

Data Transfer

Schedule of Uniform Education Reporting System (UERS) Data Transmissions from Independent Public Schools to DPI

2019 - 2020


Datafile Contacts Responsible for Data Transmissions from Independent Public Schools to DPI

Procedures and Guidance

Procedures and Guidance

Charter School Finance Guide - Updated October 13, 2020 - This guide contains information designed to familiarize personnel at Charter Schools with the financial services offered by School Business Administration, reporting requirements, and related forms.

Charter School Financial Performance Framework and Guidance (Feb. 27, 2018)

Cash Management Guidelines For Charter Schools (Nov. 12, 2013)

Financial and Internal Controls for Charter Schools

How to Subscribe to the Budget and Amendment System (BAAS)

eMFTS / WinSCP Registration Guide

School Business - Finance Office Newsletter



The Charter School ADM (Average Daily Membership) Projection System: 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 are acceptable.


  • Phase 0, Material Increase in ADM or Grade Expansion: November 9, 2020 - November 27, 2020
    • 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 2021-22 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 11, 2021 - January 22, 2021
    • Submissions are required of all Charter, Regional and UNC Lab Schools with current school year enrollment.
  • Phase II, Final Verification: Initial ADM: June 1, 2021 - June 14, 2021
    • 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 2021-22
      • UNC Laboratory schools with current enrollment
      • UNC Laboratory schools approved by the NC General Assembly to open July 1, 2021
  • Access the CSADM Projection System

CSADM System Information

Other School Business Operations

Other School Business Operations

This page is NOT a comprehensive list regarding IPS financial operations. Please visit our other web pages for more information: