1. Required State Reporting …it really is as boring as these slides UAPCS Director Training February 2015

2. What Reports?

3. Annual Reporting List http://www.schools.utah.gov/charterschools/Sch ool-Resources/Forms-and-Required- Reports/Annual-Reporting-Calendar-SY-2014- 15.aspx USOE updates this each summer. Print it out and make your plan for the year. Some you do, others are done by Business office, Special Ed Director, secretary, auditors, etc.

4. What specifics? Are there specific reports that you want me to address today? I do not know all, but can make sure we get your answers and talk with the right people.

5. Fall Enrollment Count Completed by independent auditor Must occur on October 1 All information you need for this will be in your SIS system Spot checking in classrooms will occur Keep it simple Report is submitted by Auditor

6. Final CACTUS update Completed by you or other staff with access to CACTUS This report accurately accounts for your teaching staff and their assignments

8. CTE Introduction Plan This report is likely to change with the changes in the CTE world Usually completed by CTE teacher under your direction Basically it is a proposal for how you will spend CTE funds In the past this plan can be modified during the year if expenses change or plan is altered but try to keep this minimized

9. Utah Consolidated Application (UCA) Completed by you and business office Reviewed by several USOE departments Each section of this application generates funding for your school Do it right once and you can replicate much of it year to year Become a data head for this report (SAGE, Dibels, benchmarks, minority numbers, teacher licensure information, etc. 5 Parts: Consolidated, IDEA, State Funds, Early Childhood Programs and Accelerated Students Program

10. Consolidated This part is for most of your Federal funding Title I and Title IIA for most schools Title I – Think of intervention programs and equipment that is targeted your selected group of students Title IIA – Think of teacher licensure, qualifications, professional development, etc. Federal Funds are more restrictive, higher accountability, and are less money

11. IDEA These are your Special Education funds Most of you will use this money to pay your staff required to meet the needs of your school It can be used for equipment and programs Like Consolidated, money is more restrictive and is monitored with tracking forms

12. State Funds These include Enhancement At-Risk funds Usually again tied to your intervention programs targeting your selected students Less restrictive than Federal funds but still monitored with tracking forms Think of big expenses to simplify your time and effort

13. Early Childhood Programs This is the K-3 Reading program/reporting Tied to your BOY/MOY/EOY Dibels testing Money is usually tied to staff in intervention programs or software or something like that Can only be for kids in K-3 What is Tier 1, 2, and 3 instruction? Growth reporting (see screen shot)

15. Accelerated Student Program Think of what you do for your identified advance students Select a group of them usually These funds are small (<$4000) and you don’t need to make more work for yourself than needed Honors classes, gifted and talented pull-out, enrichment programs, etc. Monitored and tracking by group and by minority Tracks AP course work, SAGE scores, etc.

16. Letters of Authorization Used to help qualify your teachers when they lack the recognized State license. Teachers only get 3 in their lifetime Very easy to do and not expensive If it makes sense for your school, use these to avoid problems when working with the Charter Board

17. School LAND Trust Several deadlines during the year The website is under construction so this year is more difficult than normal Keep good records of your meetings and follow your plan and this runs smooth Again think big to make the reporting side of these funds easier Careful how you and the committee think of this money

18. DMI Title I, Title III, or SIG funds use this monitoring instrument Training is offered each year by Sarah Moore Business office can handle this report for you almost entirely Your part is two excel spreadsheets about number of students served, grade levels, gender, ethnicity

19. Others: ARL reporting Vision Screening kids 8 and under Monthly Financial and Enrollment report for schools in planning and 1 st operation year CTE end of year report Immunization Status Report UTrex Etc, etc, etc.