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 ToolÂ
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…
- The E-Rate Program and its New Rules
March 10, 2021
Do you know about the changes to E-Rate or are you looking to learn about the program in general? E-Rate is a federal program schools can take advantage of to help pay for Internet access and network equipment. While this is a free resources for school …
Read more - Charter School Financing Options During the Pandemic
March 10, 2021
This webinar will explore current financing options in light of the COVID-19 pandemic. The presenters will explore rapidly evolving market conditions and examine interim financing options alongside traditional fixed rate financing to help schools bridg …
Read more - Important 2020-21 Changes to Florida School Funding
March 10, 2021
Charter School Funding for 2020-21…what are the facts and what is still “up in the air”. Join us for an important discussion on what to expect for the 2020-21 school year, in regard to Pre-Covid FTE, teacher salary increase, allowable COVID expenses …
Read more - Deteriorating Financial Condition: Avoidance & Recovery
March 10, 2021
One of the quickest ways for a charter school to find themselves facing closure is to be labeled as having a deteriorating financial condition. If you find yourself already facing this situation, there is still hope! There are steps you can take to rec …
Read more - Charter School Insurance Guide
March 10, 2021
This charter school insurance guide provides insurance about what types of insurance charter schools should consider and might be required to have based on their charter contract. The guide discusses the insurance requirements of the model charter scho …
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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.