The Charter Schools Finance area is responsible for the training of charter school financial personnel and review of their certified audits, monthly expenditure data and electronically distributed related reports.


The Charter School ADM (Average Daily Membership) Projection System: CSADM is an online system designed to assist each charter school with improving the accuracy of key components in the budgeting process. This online system is comprised of three phases, each phase has a specific collection period established by the Department of Public Instruction. Only electronic submissions received from Board Chairs or head administrators are acceptable.

  • Phase 0, Material Increase in ADM or Grade Expansion: November 1, 2018 – November 8, 2018
    • Submissions are required of all Charter and Regional Schools with current school year enrollment.
    • This phase gathers information for the State Board of Education concerning requests for SY 2019-20 enrollment growth and/or grade expansion of the provisions of a charter’s application.
    • Only electronic submissions using CSADM will be included in the State Board of Education approval meeting.

  • Phase I, Initial Submission for the ADM Projection: January 15, 2019 – January 25, 2019
    • Submissions are required of all Charter and Regional Schools with current school year enrollment.

  • Phase II, Final Verification: Initial ADM: June 3, 2019 – June 14, 2019
    • Preliminary Phase II Review and Preparation Guidelines
      (pdf, 1.04mb)
    • Submissions are required of all:
      • Charter schools with current enrollment
      • Charter schools approved by the State Board of Education to open in 2019-20
      • UNC Laboratory schools with current enrollment
      • UNC Laboratory schools approved by the NC General Assembly to open 7/1/2019
    • Access the CSADM Projection System

CSADM System Information


Dissecting Charter School Funding
Webinar presented by Alexis Schauss, Director of School Business, October 2015.
(wmv, 47.8mb)
Spreadsheet used as an example during the webinar.
(xlsx, 98kb)


Charter School Finance Guide
This guide contains information designed to familiarize personnel at Charter Schools with the financial services offered by the Division of School Business and the reporting requirements of the Division and related forms.
(pdf, 289kb)   LAST UPDATED: SEPTEMBER 19, 2017


Charter School Financial Performance Framework and Guidance
(pdf, 379kb)   LAST UPDATED: FEBRUARY 27, 2018


Cash Management Guidelines For Charter Schools
(pdf, 307kb)   UPDATED 11/12/13


Chart of Accounts and other Manuals
Various manuals which includes uniform chart of accounts, salary schedules and supplements.

Charter Schools State Allotments
Allotments for charter schools.

Data Transfer Schedule for Charter Schools
Schedule of Uniform Education Reporting System (UERS) data transmissions from Charter Schools to DPI.

Charter Schools Initiative Legislation
Legislation and policy regarding charter schools.


NOTE :: The above is NOT a comprehensive list of links regarding charter school finances. Please visit the following for more information:

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