School Treasurer License

The Ohio Standards for School Treasurers and School Business Managers, 2010 details the standards for school treasurers and how they can be used.

Candidates must complete either an approved university program for the school treasurer license OR  the following educational and field experience components:

 

Educational Requirements

  • A baccalaureate degree in business, three semester hours in school law, and three semester hours in school finance, OR
  • A baccalaureate degree in a non-business area, nine semester hours in accounting, three semester hours in school law, and three semester hours in school finance.

Field Experience Requirements

Option 1

The field experience component may be met through completion of a 300-hour internship in a school treasurer’s office, under the direct supervision of a licensed school treasurer.

The 300-hour internship should be an individualized, mutually developed series of experiences reflective of the results of an assessment of the educational needs of the intern as related to the role, functions and responsibilities of the treasurer.

The 300 hours of field experience should be well distributed over the following:

  1. Overview of Treasurer and Business Office Responsibilities (10 hours)
    • Review of statutory duties
    • Relationship with board of education
    • Role and relationship with superintendent and other administrators
    • Relationship with other offices and officials
  2. Financial Management (20 hours)
    • Basic banking depository requirements
    • Investments
    • Bonds and notes
  3. Fund Accounting (50 hours)
    • Processing accounts payable and receivable
    • Receipts
    • Billing and invoices
    • Purchase orders and encumbrances
    • Petty cash and change funds
    • Student activity funds/management
    • Internal accounting controls
  4. Financial Reporting (50 hours)
    • Budget and appropriations
    • Financial forecasting and fiscal analysis
    • General purpose financial statements, cash reporting
    • GAAP
  5. Purchasing and business functions (80 hours)
    • Bidding and purchasing procedures
    • Employee contracts
    • Payroll processing/distribution/reports
    • Employee benefits (type, enrollment & claims)
    • Salary schedules
  6. Legal/Legislation (50 hours)
    • Ohio compliance functions
    • Fiscal certificates
    • Legal notices
    • Short and long-term borrowing
    • FMLA, ADA, FLSA, Workers’ Compensation
  7. Administrative and other duties (20 hours)
    • Board secretary-minutes and role at board meetings
    • Member of administrative team/role with policy team
    • Record retention/destruction
    • Collective bargaining (public sector)
  8. Other areas, if appropriate, to the particular district and its needs (20 hours)

​Please use the School Treasurer Internship verification form for field experience verification. 

 

Option 2

In place of a supervised 300-hour school treasurer internship, it is possible to utilize two years of significant, global fiscal officer responsibility in an organizational setting.

This experience must be at the level of either chief or assistant (deputy) fiscal officer, and must be representative of the broad range of functions, and areas of responsibility must include at least four (4) of the following:

  • Accounting and financial reporting
  • Forecasting and planning
  • Budgeting and appropriations
  • Cash and asset management
  • Finance and investments
  • Supervision of payroll procedures
  • Compliance functions including tax payments and filings
  • Office management

Candidates must submit a letter from their employer (e.g., human resources director, treasurer, CEO, etc.) verifying their work experience. Letters should be on company letterhead, signed and dated by the employer, and include the candidate’s job duties/description and dates of employment. Candidates will upload this letter with the online application for the license.

 

Option 3

School Treasurer Licensure

Candidates may complete the Department approved Ohio Association of School Business Officials (OASBO) pathway in place of a supervised 300-hour school treasurer internship.

 


Requirements for Renewal

CURRENTLY EMPLOYED

The professional license is valid for five years and may be renewed by individuals currently employed in a school or school district upon verification that the following requirements have been completed since the issuance of the license to be renewed:

  1. RENEWAL COURSEWORK - Six (6) semester hours of coursework related to the area of licensure through an accredited college or university, OR

  2. LOCAL PROFESSIONAL DEVELOPMENT COMMITTEES (LPDC) APPROVED PROFESSIONAL DEVELOPMENT - Eighteen continuing education units (180 contact hours) or other equivalent activity related to the area of licensure as approved by the local professional development committee of the employing school or school district.

Each licensed individual is responsible for the design of an individual professional development plan, subject to approval of the local professional development committee. The plan shall be based on the needs of the individual, the students, the school, and the school district.

Coursework or continuing education units or other equivalent activities may be combined.

 

NOT CURRENTLY EMPLOYED

School treasurer license holders may renew their currently expiring professional license with one of the following:

  1. RENEWAL COURSEWORK - Six (6) semester hours of coursework related to the area of licensure through an accredited college or university, OR

  2. OHIO ASSOCIATION OF SCHOOL BUSINESS OFFICIALS (OASBO) LPDC APPROVED PROFESSIONAL DEVELOPMENT – see the OASBO LPDC webpage for information and requirements.

 

LICENSE LAPSED UP TO FIVE YEARS

Professional license holders must complete nine semester hours of coursework related to the area of licensure through an accredited college or university to renew a license that has lapsed up to five years. Coursework must be completed after the issue date of the license.

 

LICENSE LAPSED MORE THAN FIVE YEARS

Professional license holders must complete twelve semester hours of coursework related to the area of licensure through an accredited college or university to renew a license that has lapsed up to five years. Coursework must be completed after the issue date of the license.

 


Instructions for Submitting Official Transcripts

You may scan and upload your original, official transcript in PDF format to your OH|ID account with your renewal application. Please note that the Department does not accept grade reports, photos or photocopies of transcripts or unofficial transcripts. Please see the following requirements before uploading transcripts. You may also view a short video tutorial on how to scan and upload transcripts:
  • Confer date of bachelor's degree must be visible.
  • Include all pages of transcript (front and back).
  • Registrar's signature and transcript key or guide must be visible.
  • Create one PDF file per transcript (do not upload pages separately).
  • Upload transcripts from multiple universities separately (each university transcript must be one PDF file). 
  • Electronic transcripts may only be sent directly from the issuing college or university to educator.licensure@education.ohio.gov.
  • Do not submit transcripts that will expire or are password protected or locked.
  • Please note that you may view previously submitted documents in your OH|ID account under the My Documents section of your CORE Dashboard. 
  • If you would prefer to mail your original, official transcripts, please use the following address: 
Ohio Department of Education
Office of Educator Licensure
25 S. Front Street
Mail Stop 504
Columbus, OH 43215
 

 


Application Instructions

  • Access your OH|ID account.
  • Click Educator Licensure and Records (CORE).
  • Complete the online application form from your CORE Dashboard.
  • See the CORE User Manual for complete instructions. 

 


Related Links

Last Modified: 4/30/2021 2:03:30 PM