Accounting Forms
- CONTACT:
Mark Lawrence
Director of Financial Services for
Catholic Schools Shared Accounting Services
214-379-2828
[email protected]
Administrator Forms
Fall Semester
FALL — Required Forms Checklist
- CSO Fall-100 Required Forms Checklist for DIOCESAN Schools *revised 07/24/24
- CSO Fall-100 Required Forms Checklist for PRIVATE Schools
AUGUST
Due August 1st — Title IX-ESEA 1972 Elimination of Sex Discrimination Policy NOT NEEDED
- CSO Fall-105 Title IX-ESEA 1972 Elimination of Sex Discrimination Policy Certification
- CSO Fall-105 CORP Title IX-ESEA Elimination of Sex Discrimination Policy Certificate *(To be used by non-parish based schools only)
Due August 1st — Civil Rights Act NOT NEEDED
- CSO Fall-110 Civil Right Act of 1976
- CSO Fall-110 CORP Civil Rights Act of 1976 *(To be used by non-parish based schools only)
Due August 7th — Key Personnel
Due August 7th — School Employee Roster
Due August 10th — School Handbooks
- CHECKLIST for Employee Handbook *(Resource document ONLY) revised May 2024
- Employee Handbook 2025-2026 — *Click on link to SUBMIT
- CHECKLIST for Family Handbook *(Resource document ONLY) revised May 2024
- Family Handbook 2025-2026 — *Click on link to SUBMIT
Due August 14th — Textbook List
Due August 21st — Student Retention
SEPTEMBER
Due September 1st — Personnel
- CSO Fall-115 School Employees Roster
- Official Employment Service Records (email the service records to Mary Friend)
- CSO Fall-140 Roster of Religion Teachers
Due September 11th — Crisis Management Plan
- Crisis Management Plans *Click on link to SUBMIT
Due September 15th — Income Survey Forms
The data to complete the Entitlement Data-Income Survey Collection Spreadsheet is collected by using the Income Survey Templates found in the OTHER FORMS Section under Student Enrollment Packet Forms
- Entitlement Data-Income Survey Collection Spreadsheet EXAMPLE *(Resource Document)
- Entitlement Data-Income Survey Collection Spreadsheet 2026-2027 *Click on link to SUBMIT
Due September 15th — Safe Environment
- CSO Fall- 135 Annual Safe Environment Training/Re-Training *Not needed as of June 2024
Due September 15th — Official Enrollment
- NCEA Databank Report *(Link sent directly from DART. Enrollment must agree with TCCB-ED AR)
- CSO Fall-125G Official Student Enrollment *(ONLY for non-FACTS schools)
Due September 20th — TCCB ED Annual Accreditation Report
- TCCBED Annual Report * Submit through Texas Catholic-Accreditrac | Login Page
Spring Semester
CSO Required Forms Checklist
- CSO Spring-200DS Diocesan School Checklist of Required Forms
- CSO Spring-200PS Private School Checklist of Required Forms
January
Due January 15th — Tuition Rates
February
Due February 1st — Official School Calendar
- CSO Spring-205D Instructions for completing the School Calendar
- CSO SPRING-205 Official School Calendar *To submit: Click here to email to Mary Friend.
- CSO SPRING-205V Virtual Synchronous Learning for Inclement Weather Days Plan (must be submitted with calendar) *To submit: Click here to email to Mary Friend. NEW!
March
Due March 1st — Summer Enrichment School/Programs
Complete by March 1st — Personnel/Notice of Intent to Return
- CSO Spring-202 Notice of Intent to Return *(School Form – Do NOT send to CSO)
May
Due May 1st — Texas State Fair
Due May 1st — Supply Order
Due May 15th — 8th Grade Graduation Survey
Due May 30th — Campus Professional Development Record
Due May 30th — Professional Growth to Strengthen Competence Form (TCCB Ed)
- Professional Growth to Strengthen Competence form *(Form found in Accreditrac – collect annually & keep in personnel files for faculty only/Do NOT send to CSO)
June
Due June 1st — Personnel Data/Non-Returning Employee List
Due June 15th — Accounting
- School Final Budget *To submit: email to Mark Lawrence & Jeannette Lambert
Due June 30th — First Meetings of the Year Registrations
- New Administrator Orientation — 7/28/26
- New Teacher Orientation — 7/29/26 Register here
- New Teacher Academy — 7/30/26 Register here
- Administrators Meeting — 8/19/26
JuLY
Due July 30th — Personnel Data/New Employees
Other Forms
*The Accident Report and Accident Report Follow-up can now be found in the Health Forms section
CSO Other-300 Other Forms Checklist
Child Protective Services
- CSO Other-304 CPS Form *email a copy of this form to the superintendent within 3 days
Student Enrollment Packet Forms
- CSO Other-302E Home Language Survey
- CSO Other-302S Home Language Survey – Spanish
- CSO Other-306 Walker Permission Form (School form – do not send to CSO)
- CSO Spring-203 Addendum to Student Registration Form
- CSO Spring -203S Addendum to Student Registration Form – Spanish
- Income Survey Template – Income Chart ONLY — Data collected from this form is used to complete the Income Survey Spreadsheet due in the FALL
- Income Survey Template – Parent Letter with Income Chart-English — Data collected from this form is used to complete the Income Survey Spreadsheet due in the FALL
- Income Survey Template – Parent Letter with Income Chart-Spanish — Data collected from this form is used to complete the Income Survey Spreadsheet due in the FALL
Student Withdrawal Forms
- CSO Other-313 Student Withdrawal Form (School form – do not send to CSO)
- CSO Other 314 Internal Student Withdrawal Checklist (School form – do not send to CSO)
Summer Programs
Can’t find a form?
It might be found on the TCCB ED NEON portal. Click here for a listing of documents you will find there.
CALENDARS
The CSO calendar can be found in the CSO Friday Flyer, along with all upcoming events and reminders.
Contract and Agreement Templates
- Agreement for On-Site Tutoring Services
- Agreement for Therapy Services (Group)
- Agreement for Therapy Services (Group Contracted by Parent)
- Agreement for Therapy Services (Individual)
- Agreement for Therapy Services (Individual Contracted by Parent)
- Before-School or After-School Facility License Agreement
- Extracurricular Enrichment Program Agreement
Risk Management & Contracts
https://www.cathdal.org/livesite/index.php?send_to=%2FRisk_Management
Note: A user name and password is required to view the Risk Management Portal. For login credentials, please contact the Business Manager at your parish, school or entity.
Contacts:
Cynthia Herndon
Director of Claims Contracts and Purchasing
[email protected]
972-841-1502
Manuel Sanchez
Director of Security and Emergency Management
[email protected]
Diocesan Religion Requirements
Human Resources
Employment
- Hiring Red Flags *revised February 2023
- Teacher Hiring Guide
- New Hire Checklist– This is an optional form to streamline the onboarding process for new employees. You may make adjustments as needed to fit the needs of your school. *revised February 2023
- New Teacher Onboarding Tips
Health forms
More CSO Medical Resources can be found at https://sites.google.com/view/csomedicalresources/home
Accident Reports
- CSO Other-303G Student Accident Report form
- CSO Other-308G FOLLOW UP to Student Accident Report
- Accident Insurance for Diocese of Dallas (Chubb)
- How to File a Student Accident Insurance Claim *Continues as EXCESS ACCIDENT INSURANCE (Secondary Insurance), parents will NO LONGER need to pay the $250 deductible per claim when using the Diocesan insurance.
Employee accidents and Volunteer accidents need to be submitted through the Incident Tracker platform or call Manuel Sanchez 214-379-2811.
Medical Equipment Request Forms
- Audiometer Reservation Request Form
- CPR Manikin Reservation Request Form
- Vision Screening Equipment Reservation Request Form
Medication
Vision, Hearing, Spinal Screening
Tuition Assistance
Tuition Assistance School Resources
Tuition Assistance School Resources have a new home! Visit Tuition Assistance – Catholic Schools in the Diocese of Dallas or contact Monica Quinones by phone at 214-326-0746 or via email at [email protected]
Safety and Security
Click here for a link to the Standard Response Procedure training videos.