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External Fiscal Services is part of the Business
Services Division and the Director reports to the Assistant
Superintendent (CBO). Offices are located in the Administration Building at 3350 Education Drive across from Cuesta Community College.
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.
Downloadable Forms / Templates
Fiscal Disclosure - Word Document
AB1200 Interactive Form for Public Disclosure 8-2004 - Excel Spreadsheet
CalSTRS Retiree Cost Calculator - Excel Spreadsheet
Golden Handshake (Retirement Incentive Programs) - PDF Document
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