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 15th — School Handbooks
- CHECKLIST for Employee Handbook *(Resource document ONLY) revised May 2024
- Employee Handbook 2024-2025 — *Click on link to SUBMIT
- CHECKLIST for Family Handbook *(Resource document ONLY) revised May 2024
- Family Handbook 2024-2025 — *Click on link to SUBMIT
Due August 30th — Crisis Management Plan
- Crisis Management Plans *Click on link to SUBMIT
SEPTEMBER
Due September 1st — Personnel
- Official Employment Records (eApps database no longer available, reach out to CSO for more information)
- CSO Fall-115 School Employees Roster
- CSO Fall-126G Key Personnel
- CSO Fall-140 Roster of Religion Teachers
Due September 1st — Religion Textbook
Due September 15th — Enrollment Forms
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 – 2023-2024 *(Resource Document)
- Entitlement Data-Income Survey Collection Spreadsheet 2024-2025 *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 — School Advisory Council Members/Board of Directors
Due September 15th — Enrollment Forms
- NCEA Databank Report *(Link sent directly from DART. Enrollment must agree with TCCB-ED AR)
- CSO Fall-125G Official Student Enrollment *(ONLY for schools without Renweb)
Due September 20th — TCCB ED Annual Accreditation Report – *Submission details below
- 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 — Enrollment Data
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 Deborah Adame.
- Campus Professional Development Record (must be submitted with calendar) *To submit: Click here to email to Deborah Adame.
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 May1st — Texas State Fair
Due May 1st — Supply Order
Due May 1st — Summer Office Hours & Contact Data
Due May 15th — Enrollment Data
June
Due June 1st — Personnel Data/Non-Returning Employee List
Due June 1st — First Meetings of the Year Registrations — *REGISTRATIONS ARE OPEN, PLEASE CHECK THE FORM LINKS BELOW*
- New Administrator Orientation — 7/21/25 & 7/22/25
- New Teacher Orientation — 7/31/25
- Nurse & Health Coordinators meeting —
- Administrators Meeting — 7/30/25
- Administrative Professionals Workshop —
- Diocesan Professional Development Day — 8/29/25
- Aspiring Leaders Academy — 9/9/25
- Librarians Meeting — 9/25/25
Due June 15th — Personnel Data/New Employees
Due June 15th — Accounting
Complete by June 15th — Campus Professional Development Record
- CSO Spring-240 Campus Professional Development Record *(Resource Document to use as evidence for Accreditation – Do NOT send to CSO)
July
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
Personnel/Continuing Education — Due 5 days after workshop
Student Enrollment Packet Forms
- CSO Other-302E Home Language Survey *revised February 2025
- CSO Other-302S Home Language Survey – Spanish *revised February 2025
- CSO Other-306 Walker Permission Form *revised February 2025
- CSO Spring-203 Addendum to Student Registration Form *revised January 2025
- CSO Spring -203S Addendum to Student Registration Form – Spanish *revised January 2025
- Income Survey 2025-2026 – SAMPLE *(Resource Document) *revised January 2025
- Income Survey Template – Income Chart ONLY — Data collected from this form is used to complete the Income Survey Spreadsheet due in the FALL *revised January 2025
- 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 *revised January 2025
- 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 *revised January 2025
Student Withdrawal Forms
Summer Programs *NEW
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 2020-2021 Calendars are now online – please visit our Calendar page to visit all of the event and reminders calendars.
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
Job Descriptions
- Catholic Schools Job Description Guidelines *March 2021
- Classroom Teacher Job Description-Sample *March 2021
- Receptionist Job Description-Sample *March 2021
- TEMPLATE-Job Description *March 2021
Employment
- Hiring Red Flags *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.
COVID-19 ACKNOWLEDGEMENT AND WAIVER
- Diocese COVID-19 Student/Parent Handbook Acknowledgement and Waiver (English) *revised January 2022
- Diocese COVID-19 Student/Parent Handbook Acknowledgement and Waiver (Spanish) *revised January 2022
Medical Equipment Request Forms
- Audiometer Reservation Request Form
- CPR Manikin Reservation Request Form
- Vision Screening Equipment Reservation Request Form
Medication
- Over-The-Counter Medication Form *Revised July 2021
- Medication Permit Form *Revised August 2021
Vision, Hearing, Spinal Screening
Presentations from Partners in Mission
- Engaging Millennial Parents Presentation
- Telling Your Story Presentation
- Recruitment Driven Events Presentation
- Coaching Faculty and Staff in the Art of Recruitment and Retention Presentation
Tuition Assistance
Tuition Assistance School Resources
Tuition Assistance School Resources have a new home! Visit The HALO Initiative website or contact Monica Quinones by phone at 682-339-4258 or via email at [email protected].
Safety and Security
Click here for a link to the Standard Response Procedure training videos.