Charter School Office

2019-2020 Charter School Annual Report

All New York State charter schools must submit annual reports to the Board of Regents and their authorizers by August 1st of each year. Charter schools meet this requirement by completing the annual report tasks within the Charter School Office's online portal. Since August 1st falls on a Saturday, the annual reports are due by 11:59 pm on August 3rd, 2020.  

CHARTER SCHOOLS WILL NO LONGER SUBMIT FINANCIAL STATEMENTS AND RELATED FISCAL DATA  INTO THE ANNUAL REPORT PORTAL

All charters schools will be required to report 2019-2020 school year fiscal data through the ESSA Financial Transparency portal by November 2, 2020. Guidance to charter schools is forthcoming from the NYSED Fiscal Analysis and Reporting Unit.

Audited Financial Report, Management Letters, the Audited Financial Report Template, and any other required financial reports (*see a list of possible required reports below) – DUE NOVEMBER 2, 2020

  • Board of Regents, NYC DOE, and Buffalo-authorized charter schools will submit these documents to NYSED directly using the NYSED Portal at https://portal.nysed.gov/abp.
    • Once logged in, you should see the report “ESSA Charter Files – [authorizer name].” Click on that and there will be upload prompts for each document that you’ll need to upload.
      • Please note: The CEO (and only the CEO) of the charter school must sign in FIRST and assign permissions, specifically Save/Submit permissions, for this particular report to whomsoever they would like to submit the documents.
      • NYC DOE-authorized schools can submit their financial template (and other documents) to NYCDOE through ChIP. Please note that the Fiscal Year Budget, Federal Single Audit, CSP Agree-Upon Procedure Report, Evidence of REquired Escrow Account for each school, Corrective Action Plan for Audit Finding and Management Letter, Advisory and/or Management Letter and the Audited Finanical Report (.pdf) can be submitted through the NYSED Portal link above.
    • Board of Regents, NYC DOE, and Buffalo-authorized schools can download the Audited Financial Report Template from the CSO website here: http://p1232.nysed.gov/psc/ESSAFiscalTransparency.html
    • SUNY authorized charter schools are directed to submit the audited financial statements and any advisory or management letters in .pdf format and the audit template in excel format through the SUNY EPICENTER submission tasks. SUNY will then compile and forward all SUNY authorized charter school audits together to NYSED to satisfy the audited financial statement submission.

What Documents are Due on November 2nd?


* Additional required financial documents due November 2, 2020 may include, but are not limited to, the following:

• Advisory and/or Management Letter
• Federal Single Audit
• CSP Agreed-Upon Procedure Report
• Evidence of Required Escrow Account for each school
• Corrective Action Plan for Audit Findings and Management Letter
• Fiscal Year 2020-2021 Budget (excel workbook)


Report Data Type BoR SUNY NYCDOE Buffalo DOE
Entry 5 Audited Financial Report pdf X X X X
Entry 5a Audited Financial Report Template excel workbook   X    
Entry 5b Audited Financial Report Template excel workbook X      
Entry 5c Additional Financial Documents need to have upload capability AND opportunity to enter an explanation in lieu of upload        
1) Advisory and/or Management letter pdf AND fill in the blank X   X X
2) Federal Single Audit pdf AND fill in the blank X   X X
3) CSP Agreed-Upon Procedure Report pdf AND fill in the blank X   X X
4) Evidence of Required Escrow Account for each school pdf AND fill in the blank X   X X
5) Corrective Action Plan for Audit Findings and Management Letter pdf AND fill in the blank X   X X
Entry 5d Financial Contact Information fill in the blanks X   X X
Entry 6 Fiscal Year 2020-2021 Budget (excel workbook, BoR version excel workbook, BoR version X   X X
Entry 6 Fiscal Year 2020-2021 Budget (excel workbook, SUNY version excel workbook, SUNY version   X    

2019-2020 Annual Report
2018-2019 Annual Report
2017-2018 Annual Report
2016-2017 Annual Report
2015-2016 Annual Report 

Last Updated: November 9, 2020