You are here

Private School Choice Programs: 2021-22 New Schools Training

 

Requirements for Training Completion

Checklist

By March 26, 2021, training participants must complete the following.  All Choice administrators for schools new to the Choice programs in the 2021-22 school year must complete this training.

  • Watch each of the Fiscal Management training modules below.
  • Complete the online quiz on the Fiscal Management training. *Please note that the Holy Love budget you load into the quiz will have Errors in the Error Report and will not meet all of the Choice program financial viability requirements. You do not need to try to resolve the errors or remove the financial viability issues in Holy Love's budget unless the training specifically indicates you should enter information/amounts in the example budget and cash flow report.*
  • Upload the completed 2021-22 Budget and Cash Flow Report ("Budget") for the sample school (Holy Love) in the online quiz. The Fiscal Management training modules will explain how to complete the Budget and what information should be input for the example school.  The 2021-22 Budget and Cash Flow Report is available on the School Submitted Reports webpage.

Questions on the training or Fiscal Management requirements should be emailed to dpichoiceauditreports@dpi.wi.gov.

Virtual Office Hours

Buses

The DPI will be holding office hours for those that have questions on the Budget and Cash Flow Report or bond. There will be no prepared material for this time. This is a time where schools can ask whatever questions they may have regarding the May 1 Budget and Cash Flow Report or bond requirement. The office hours will be:

 

Monday, April 12th from 1-2

Click here to join the meeting

Call In Audio Only: 608-620-9781, Phone Conference ID: 344 906 312#

Thursday, April 22nd from 10-11

Click here to join the meeting

Call In Audio Only: +1 608-620-9781, Phone Conference ID: 433 867 365#

 

For questions on the 2021-22 budget and cash flow requirements or surety bond requirements, you can also contact dpichoiceauditreports@dpi.wi.gov.

 

Financial & Budget Requirements Overview, General Information & Pupil Counts, and Expense Requirements (Budget Sch 1-3)

General

Title Recording PDF of PowerPoint

Overview

Recording PowerPoint
General Info and Anticipated Enrollment - Sch 1 and 2 Recording PowerPoint
Expense Overview & Salary Expenses - Sch 3-1 Recording PowerPoint
General Expenses - Sch 3-2 and 3-3 Recording PowerPoint

 

Revenue & Fixed Assets Requirements (Budget Sch 4 & 5)

Building
Title Recording PDF of PowerPoint
Non-Choice Revenues - Sch 4 Recording PowerPoint
Fixed Assets - Sch 5 Recording PowerPoint

 

Debt, Financial Statements & Final Schedule Review (Budget Sch 6-12)

Financial Statement
Title Recording PDF of PowerPoint
Debt and Net Assets - Sch 6 and 7 Recording PowerPoint
Financial Stmts and Reserve Balance - Sch 8, 9 and 10 Recording PowerPoint
Contingency, Low Budget, and Final Review - Sch 11 and 12 Recording PowerPoint

 

Who should attend the training?

Information
  • All Choice administrators for schools new to the Choice programs in the 2021-22 school year must complete this training. It is also strongly advised that the accountant/bookeeper for the school also complete the training.  Finally, schools should consider having more than one representative who qualifies to serve as the school’s Choice administrator complete the training. (Note: the Choice administrator must meet the educational credential requirement as described in the Staff Credentials Bulletin on the Bulletins webpage.)
  • New schools are not permitted to change who will serve as the Choice administrator prior to August 1, 2021 unless the individual has completed the fiscal management training. 

 

Click here to return to the Choice homepage

If you have any questions, please e-mail dpichoiceauditreports@dpi.wi.gov.
or call toll free 1-888-245-2732 ext. 3.