Charter Solutions staff assists the board and administration (Admin) with most non-instructional operations of the school. In this role, the Business Office ensures that all school administration and instructional staff have the financial and physical resources to accomplish the school’s mission. We know our job is to clear the way for others when possible!
We help schools develop and adopt budgets that meet the goals of their charters, the board and school Admin. Our budget philosophy is centered around student and teacher needs (providing financial resources for effective instruction) as well as sound fiscal performance. We know the importance of fiscal performance as it relates to financiers (typically bond financing), and keeping financial covenants of bonds and/or loans. Throughout the year, we provide timely finance reports, dashboards and scorecards to ensure the school stays within its budget. We provide and implement sound board-adopted finance policies and procedures (implementing "internal controls"). We accurately process payments for purchased goods and services, and report the school’s financial health to the board and Admin.
Typical duties may include:
Charter Solutions is the HR department for our clients, assisting Admin with all of HR's administrative functions. While directors and boards decide whom to hire and retain, we ensure that employees are properly on-boarded and paid. We also provide advice along the way with all HR-related matters. We administer payroll and benefit programs, remitting payments timely for payroll taxes and employee benefit obligations. When disciplinary action or termination of employment is required, we consult and advise Admin in the process (or the board when appropriate) to help protect against costly, avoidable unemployment or discrimination claims. We provide sound HR advice to protect the school’s assets and good name.
Typical HR & payroll duties include:
Charter Solutions can coordinate the work of your maintenance staff or outside service providers so you can spend your time with students and teachers in the classroom. We work with them to make sure your lawn is mowed, your snow is plowed, your building is clean, and that your maintenance budget isn’t a drain on your education dollars.
Typical facilities management duties may include:
Charter Solutions assists the board and Admin with most non-instructional operations of the school. In this role, we advise schools on the caveats of legally-mandated reports and government "compliance". Through our years of experience, we help schools navigate potentially treacherous waters. While we are not attorneys, we have vast experience with laws and legislation applicable to schools- experience that helps keep schools out of trouble.
Typical legal compliance duties may include:
Ask any charter school director, and he or she will tell you that filing reports takes too much valuable time. Charter Solutions takes care of filing non-instructional reports so Admin won't have to! The director will never have to file a financial, benefits, fire drill or other business-related report ever again. They can spend that time in the classroom, observing and training teachers, and refining your school's program.
Typical reports may include:
With more than 20 client schools in Utah, Charter Solutions has developed policies for almost any circumstance. These policies are available to all of our client schools. Good policies help protect schools from liability and save time figuring out how to address problems when implemented effectively. When a new policy is needed, Charter Solutions will work to create policies consistent with your charter, the law and/or administrative rules. Our clients have access to the several-hundred page Charter Solutions Policy Manual template. This template can be tailored to fit your needs.
Charter Solutions helps make sure that your board and Admin get started on the right foot. We also provide ongoing training and development, using tools such as our 7 part training series, The Everlasting Board Culture. You grow in your role as the school does, using many tools provided to you during that series.
When new board members or administrators are hired, they will benefit from the same training. With Charter Solutions, you’ll be prepared when difficult situations arise, and you’ll learn how a board governs the school and Admin manages the school- effectively and in compliance with the law. When new regulations are introduced, we proactively do necessary research and take a lead within the charter community. We often pioneer within the charter community, developing solutions and resources to meet the compliance the new law demands.
A few examples of Charter Solutions pioneering work includes:
Charter Solutions has relationships and/or agreements with additional education experts, law, finance and accounting, human resource management, insurance, employee benefits, governance, and all aspects of school operations. We mediate disputes and negotiate on your behalf when requested. Your school can save thousands by having and implementing sound policies, addressing problems early- before attorneys need to become involved.
With in-house experts in charter law, teaching methods, education programs, school administration, school finance, HR, board governance, facilities management, insurance, and more, we can help your school with just about any issue. With Charter Solutions, you’ll have an on-site professional and access to our entire team of experts.