Common use of MEETINGS AND TRAININGS Clause in Contracts

MEETINGS AND TRAININGS. A) Office Manager Meetings & Document Delivery 1) ExED will coordinate with the Client to arrange for how inter-office communication will be delivered to ExED. B) Annual ExED Business of Charter Schools Meeting 1) ExED provides an annual meeting to provide an update of State Budget and share best practices for school operations related to internal controls, compliance (e.g., attendance and nutrition reporting), payroll, and other procedures and policies to prepare the Client for the upcoming school year. C) Office Manager and other Staff Trainings 1) ExED provides initial and ongoing training as needed to the Office Manager and other Client staff regarding proper internal controls, ExED and Client procedures and policies, and systems or software ExED may employ to serve the Client. D) Finance Committee Guidance 1) ExED provides guidance to Client’s governing body and Committee members on best practices to monitor financial reports. E) Community Meetings 1) ExED attends meetings with teachers and/or parents of the Client community as appropriate regarding the budget and related financial issues. F) Principal/Executive Director Meeting 1) ExED’s Team Leader meets regularly with Client’s Principal and/or Executive Director to discuss the latest forecast and financial report and any other outstanding issues or concerns. Provides coaching on best practices to monitor Client’s finances. G) Charter Authorizer Meetings 1) ExED prepares required materials for and attends authorizer fiscal visits. 2) ExED attends charter renewal meetings and hearings as needed. Any air- travel or overnight lodging expenses for ExED staff associated with these meetings will be the responsibility of the Client. Any ExED travel will be pre-approved by the Client. H) WASC Review 1) Prepare fiscal materials for and attend WASC review meetings as needed.

MEETINGS AND TRAININGS. A) Office Manager Meetings & Document Delivery 1) ExED will coordinate with the Client to arrange for how inter-office communication will be delivered to ExED. B) Annual ExED Business of Charter Schools MeetingTraining 1) ExED provides an annual meeting training to provide information on various topics relevant to charter school finance and operations. The topics covered in the training may change each year and the training may be provided via online webinars or an update of State Budget and share in-person training session. In past years, the training has covered topics such as updates on the state budget; best practices for school operations related to internal controls, compliance (e.g., attendance and nutrition reporting), payroll, and other procedures and policies policies; and how to prepare the Client for the upcoming school yearuse myExED tools. C) Office Manager and other Staff Trainings 1) ExED provides initial and ongoing training as needed to the Office Manager and other Client staff regarding proper internal controls, ExED and Client procedures and policies, and systems or software ExED may employ to serve the Client. D) Finance Committee Guidance 1) ExED provides guidance to Client’s governing body the Board and Committee members on best practices to monitor financial reports. E) Community Meetings 1) ExED attends meetings with teachers and/or parents of the Client community as appropriate regarding the budget and related financial issues. F) Principal/Executive Director Administrator Meeting 1) ExED’s Team Leader meets regularly with Client’s Principal and/or Executive Director Client Administrators to discuss the latest forecast and review financial report and any other outstanding issues or concerns. Provides coaching on best practices to monitor Client’s finances. GF) Charter Authorizer Chartering Authority Meetings 1) ExED prepares required materials for and attends authorizer Chartering Authority fiscal visits. 2) ExED attends charter renewal meetings and hearings as needed. Any air- air-travel or overnight lodging expenses for ExED staff associated with these meetings will be the responsibility of the Client. Any ExED travel will be pre-approved by the Client. HG) WASC Review 1) Prepare fiscal materials for and attend WASC review meetings as needed.

MEETINGS AND TRAININGS. A) Office Manager Meetings & Document Delivery 1) ExED will coordinate with the Client to arrange for how inter-office communication will be delivered to ExED. B) Annual ExED Business of Charter Schools Meeting 1) ExED provides an annual meeting to provide an update of State Budget and share best practices for school operations related to internal controls, compliance (e.g., attendance and nutrition reporting), payroll, and other procedures and policies to prepare the Client for the upcoming school year. C) Office Manager and other Staff Trainings 1) ExED provides initial and ongoing training as needed to the Office Manager and other Client staff regarding proper internal controls, ExED and Client procedures and policies, and systems or software ExED may employ to serve the Client. D) Finance Committee Guidance 1) ExED provides guidance to Client’s governing body the Board and Committee members on best practices to monitor financial reports. E) Community Meetings 1) ExED attends meetings with teachers and/or parents of the Client community as appropriate regarding the budget and related financial issues. F) Principal/Executive Director Administrator Meeting 1) ExED’s Team Leader meets regularly with Client’s Principal and/or Executive Director Client Administrators to discuss the latest forecast and review financial report and any other outstanding issues or concerns. Provides coaching on best practices to monitor Client’s finances. GF) Charter Authorizer Chartering Authority Meetings 1) ExED prepares required materials for and attends authorizer Chartering Authority fiscal visits. 2) ExED attends charter renewal meetings and hearings as needed. Any air- air-travel or overnight lodging expenses for ExED staff associated with these meetings will be the responsibility of the Client. Any ExED travel will be pre-approved by the Client. HG) WASC Review 1) Prepare fiscal materials for and attend WASC review meetings as needed.