Finance & Budget
Helping maximize the resources supporting students
What We Offer
Budget Development & Reviews
The CSU provides technical assistance to help charter schools develop their budgets, and we review schools’ budgets once they are ready.
Budget Templates
Developed specifically for Florida charter schools, our detailed tool walks users through the process of setting up an annual budget.
Explore the Florida Budget Template Tool
Facility Budgets
Recognizing that building projects require a particular type of financial projection and budgeting, our facilities finance experts are available to assist.
Staffing Reviews
People are most charter school’s largest expense — and most valuable asset. The CSU helps align staffing budgets to enrollment.
Board Support
School budgeting and understanding financial reports can be a new experience for volunteer board members. We help demystify the subject and build the governing board’s capacity to oversee a school’s finances.
Couldn't be happier
“We appreciate the Charter Support Unit’s attention to detail and continued assistance and support with opening and developing our schools. We couldn’t be happier with our partnership.”
-Chuck Malatesta, CEO, FORZA Education Management (Florida)
Finance & Budget
Trainings, Webinars, Sample Documents, Resources, and more…
- Procurement Documentation Form
March 9, 2021
This is a sample form to be used to document procurement decisions. This type of a form could be especially helpful if you are purchasing something with federal grant funds and you need to document why a particular vendor or solution was selected over …
Read more - Employee Purchase Request Form
March 9, 2021
This is a sample form that a school could use when an employee wishes to make a request for something to be purchased by the school.
Read more - Room Inventory List
March 9, 2021
This sample form can be used for teachers to complete an inventory listing of the materials contained within their room. This is most often done at either the very start or very end of the school year.
Read more - Equipment Responsibility Form
March 9, 2021
This is a sample form the school may wish to use when issuing expensive equipment to individual staff members, such as a laptop computer, to ensure employees understand the responsibility for caring for such equipment.
Read more - Asset Disposition Form
March 9, 2021
This form is a sample form to document when a school disposes of an asset at the school due to the item being old or no longer of use. This form can be of assistance with auditing to show when materials are taken off of the school’s inventory.
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How can we help your school?
We’re here...because we’ve been there. The CSU’s team of consultants is eager to share what we’ve learned from developing, leading, and growing schools. Turn to us for tested strategies and tools collected from some of the country’s most successful charter school leaders and advocates.