(a) Training required. Unless exempted under subsection
(g) of this section, a business manager, including persons providing
management services that include the functions of a business manager,
must complete a training course consisting of 30 instructional hours,
excluding breaks, administrative tasks, and other non-instructional
time, delivered by a course provider registered under §100.1107
of this title (relating to Course Providers). The training course
may not use self-instructional materials.
(b) Timeline for completing training. Except as provided
in subsection (c) of this section, a business manager must complete
the training course required by this section within one calendar year
of beginning service in that capacity.
(c) Transition timeline. A person serving as a business
manager on the effective date of this section must complete at least
the first 15 hours of the training course required by this section
within six months of the effective date of the curriculum outline
approved under subsection (e) of this section, and must complete the
remaining 15 hours of such training within one year of the effective
date of the approved curriculum outline. Training completed prior
to the effective date of this section and after September 1, 2001,
may be counted toward the first 15 hours of the training course required
by this section if it meets the requirements of the curriculum outline
approved under subsection (e) of this section.
(d) Course content. The training course required by
this section shall include the following modules:
(1) a module consisting of at least 240 minutes of
instruction in school law, with special emphasis on Texas Education
Code (TEC), Chapter 12, Subchapter D; this subchapter; and the Financial
Accountability System Resource Guide, as adopted by reference in §109.41
of this title (relating to Financial Accountability System Resource
Guide);
(2) a module consisting of at least 480 minutes of
instruction in school finance, with special emphasis on the Financial
Accountability System Resource Guide, generally accepted accounting
principles, student attendance accounting, federal funds and property
management, purchasing, grant administration, audit requirements,
and capital financing;
(3) a module consisting of at least 20 minutes of instruction
in health and safety issues, with special emphasis on health and safety
codes, ordinances, and other laws applicable to operating a Texas
public school;
(4) a module consisting of at least 240 minutes of
instruction in accountability requirements related to the use of public
funds, with special emphasis on the fiduciary responsibility of duties
and liabilities of a trustee under Texas law, the shared use of real
property for charter and non-charter business, bank depository contracts,
capital financing, incidental use of public property by charter holder
personnel, and recovery by the commissioner of education of the public
property held by a former charter holder;
(5) a module consisting of at least 160 minutes of
instruction in other requirements relating to accountability to the
public, with special emphasis on PEIMS reporting, internal management
controls, and audit requirements;
(6) a module consisting of at least 20 minutes of instruction
in open meetings requirements under Government Code, Chapter 551,
with special emphasis on adopting and amending the budget; and
(7) a module consisting of at least 40 minutes of instruction
in requirements relating to public records, with special emphasis
on recordkeeping required by generally accepted accounting principles
and applicable law.
(e) Required course curriculum outline. The commissioner
shall approve and disseminate a curriculum outline that is consistent
with the module topics and minimum durations identified in subsection
(d) of this section. Training that does not conform to the curriculum
outline does not satisfy the training requirements of this section.
The entire duration of the training course must be dedicated to topics
identified in the curriculum outline. The curriculum outline will
be available on the Texas Education Agency (TEA) website. The process
for the development and/or revision of a curriculum outline under
this section must include an opportunity for stakeholder comment.
(f) Continuing training. A business manager who has
completed the 30-hour training course required by this section must
annually thereafter receive 15 hours of training, excluding breaks,
administrative tasks, and other non-instructional time, delivered
by a course provider registered under §100.1107 of this title.
Continuing training under this subsection shall fulfill assessed training
needs, including any training needs identified by TEA monitoring,
and address update items identified in the curriculum outline approved
under subsection (e) as well as additional topics selected from the
curriculum outline. Selected topics must be covered in greater depth
than the curriculum outline indicates for initial training on those
topics. No more than three hours of continuing training may use self-instructional
materials.
(g) Exemptions. A business manager is exempt from:
(1) the training required by this section if the person
is the holder in good standing of one or more of the following credentials
issued by the Texas Association of School Business Officials or the
Texas Charter School Association, and if all other officers of the
charter school comply with this division:
(A) Registered Texas School Business Administrator;
(B) Certified Texas School Business Official;
(C) Certified Texas School Business Specialist;
(D) Certified Texas School Business Administrator;
or
(E) Charter School Business Officer Certification;
and
(2) a module of required training, if:
(A) the business manager is a certified public accountant
(CPA) registered in good standing with the Texas State Board of Public
Accountancy; and
(B) the subject matter of the module of required training
is covered by the Uniform CPA Examination administered by the Texas
State Board of Public Accountancy.
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