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EFTC BEGINS JANUARY 1, 2027

Public School ChoiceSGO AdministratorsPublic School Choice SGO Administrators
The Full Administration Catalog

Services Built for Section 25F Program Administration

Each participating SGO can draw on the full PSC platform or select the services that fill gaps in its existing operations. Every service below is delivered under the SGO's own brand and governance, with PSC operating as the administrative and technology backbone.

Ten Core Service Lines

A Complete Operating Stack for Modern SGOs

For organizations that are new to SGO operations, PSC provides a structured path from readiness assessment through public launch, including governance and policy templates aligned with Section 25F.

01

SGO Formation and Launch Support

  • Program-readiness assessment against federal SGO requirements
  • Operating-model and governance design
  • Policy development for eligibility, awards, and renewals
  • State-list preparation and submission support
  • Launch planning and public rollout coordination

PSC builds and maintains the workflow controls an SGO needs to demonstrate ongoing compliance with Section 25F, from fund segregation through annual certification, while legal responsibility remains with the SGO.

02

Compliance Operations

  • Section 25F workflow controls embedded in the platform
  • Separate-fund tracking to prevent commingling
  • Eligibility-verification procedures for students and households
  • Documentation management and retention schedules
  • Annual certification support
  • Audit-ready reporting packages

Because the EFTC depends on public awareness, PSC runs the donor-facing campaigns and infrastructure that turn taxpayer interest into qualified, compliant contributions.

03

Fundraising and Donor Acquisition

  • Public education campaigns about the federal credit
  • Taxpayer lead generation and qualification
  • Donor-facing contribution funnels
  • CRM and donor communications
  • Campaign analytics and attribution reporting
  • Compliance review of solicitation and marketing copy

PSC processes contributions through secure, auditable channels and produces the documentation donors and SGOs need for their own recordkeeping.

04

Contribution Administration

  • Secure online and offline contribution processing
  • Donor records and acknowledgment letters
  • Receipt workflows referencing state SGO listing status
  • State designation and earmark-prevention controls
  • Contribution reconciliation against bank and ledger records
  • Tax-document support for donors

PSC manages the full family-facing lifecycle — from initial screening through renewal — under the policies and final decision authority of each participating SGO.

05

Scholarship Administration

  • Family screening and preliminary eligibility checks
  • Secure online applications
  • Income and household-size verification
  • Document review and follow-up requests
  • Award-workflow support for SGO decision-makers
  • Renewal management and priority processing
  • Waitlist management and communication

PSC maintains the accounting infrastructure needed to keep contributed funds segregated, tracked, and reportable throughout the scholarship lifecycle.

06

Financial Administration

  • Segregated fund and account structuring
  • Scholarship expenditure tracking against qualified expenses
  • Reconciliation between contributions, awards, and disbursements
  • Real-time SGO financial dashboards
  • Minimum-spend allocation monitoring
  • Financial exports for auditors, boards, and states

For scholarships used toward tutoring and outside providers, PSC manages the recruitment, credentialing, and payment workflows that connect providers to eligible students.

07

Provider and Tutor Operations

  • Provider and tutor recruitment
  • Credential and qualification collection
  • Background-check workflow coordination
  • Family-to-provider service matching
  • Session and service tracking
  • Invoice review against qualified expenses
  • Provider-payment administration

A single platform underlies every other service, giving each participant a secure, purpose-built portal while giving the SGO a unified operational view.

08

Technology and Data

  • White-label SGO portals
  • Donor dashboards and contribution history
  • Family application and status portals
  • Provider portals for invoicing and service logs
  • State reporting dashboards
  • Integrated CRM and analytics
  • Secure document storage with role-based access

PSC staffs and operates the support channels donors, families, and providers rely on throughout the year, under the SGO's brand.

09

Communications and Support

  • Dedicated donor support
  • Dedicated family support
  • Dedicated provider support
  • Automated email and SMS notifications
  • Application and deadline reminders
  • Help-center content and FAQs

PSC turns operational data into the reporting boards, donors, and states expect, along with optional public transparency tools that help build donor trust.

10

Impact Reporting

  • Scholarship and award metrics
  • Student-service and outcome metrics
  • Geographic and district-level reporting
  • Donor-facing impact reports
  • Board reporting packages
  • State-reporting support
  • Public transparency dashboards
Important

Administrative Services, Not Legal Substitution

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