External Fiscal Services

External Fiscal Services

External Fiscal Services is a department within the Business Services Division and the Director reports to the Assistant Superintendent (CBO). Offices are located in the main Administration Building at 3350 Education Drive and Highway One, directly across from the San Luis Obispo (Cuesta) Community College District.

The Director is responsible for the fiscal solvency monitoring of the 10 school districts and three Joint Powers Agencies (JPAs) spread throughout the County. Fiscal monitoring is completed with the use of guidelines provided through numerous federal and state regulations, including AB 139 and AB 1200 oversight.

In addition to all school entity budgets the External Fiscal Services staff provide financial management assistance and review of non-voter approved debt issuance, collective bargaining and a countywide pooled financing for Tax Revenue Anticipation Notes (TRAN). Various forms have been developed to aid our school accounting professionals to report consistently and completely to the County Superintendent.

External Fiscal Services staff performs a range of business services under contract for various school entities to include:

- Schools Insurance Program for Employees (SIPE) - a worker's compensation self insurance JPA
- Pleasant Valley Joint Union Elementary School District

The Director serves as the Fiscal Agent for SIPE JPA, reporting in person to the Governing Boards of both agencies at their regularly scheduled meetings.

Apportionment funds from state and federal agencies received directly or through the San Luis Obispo County Treasurer's Office are distributed and posted pursuant to agency direction to the 10 school districts, the SIPE JPA and the Bellevue-Santa Fe Charter School by department staff members. Further information on financing provided or available can be found on websites for the California Department of Education , the Office of Public School Instruction and School Services of California .

Training for school entity business staff members is provided by department staff members on a one-on-one or an as-needed basis and through Quarterly Accounting Workshops and a Year End Workshop. Chief Business Officials for the schools meet once a month to discuss current issues and accounting practices on the third Friday at various sites.

We are committed to providing timely and accurate California school business services and to facilitating the fiscal health and solvency of all school entities within our County.

Karen Paparella

Director

782-7212
Rebecca Holmes
District Support
782-7266

Sarah Blackstone
AP Batch Run

782-7215

Adrianne Goodman

SIPE Support

782-7212

Rebecca Hatch

Attendance/Pleasant Valley District Support/District Cash Posting & Balancing

782-7220

Downloadable Forms / Templates

Fiscal Disclosure - Word Document
Maintenance of Effort - Excel Spreadsheet
AB1200 Interactive Form for Public Disclosure 8-2004 - Excel Spreadsheet

 

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