Training - Planning Year Trainings

March 11, 2011 - School Finance

When possible, we attempt to link materials to the originating source. If a link is not provided to the original form, law, or rule consider this an unofficial copy provided for your convenience. Documents and information within presentations are only considered up to date as of the day of the meeting. Consult the presenter as to any updates to these materials. E-mail addresses for each presenter are located within the agenda.

Agenda

• School Finance

Financial Management – Cory Kanth

• Creation and Control of Financial Management Systems
• DUNS and CCR Registration
• Charter Schools as Exempt Entities
• Private Benefit and Maintenance of Exempt Status
• Transparency of Financial Management and Organizational Conflict of Interest

Utah Consolidated Application – Karl Wilson

• Utah Consolidated Application Website
• Utah Consolidated Application (UCA)

Allotment Memo – Gavin Hutchinson

• FY2010 Final Allotment Memo
• FY2011 February 2011 Allotment Memo

UCA and Charter Schools – Kim  Dohrer

• Utah Consolidated Application

Reimbursements – Lincoln Fillmore

• Reimbursement Form

APR and AFR – Sean Thomas

• Annual Program Report and Annual Financial Report

Budgeting for New Boards - Cory Kanth

• Budget Guidance for Planners