Fiscal Oversight Training 2019
Fiscal-Oversight-Guide-6-7-2019-interactive-FINAL.pdfprezi fiscal oversight 2019v4.pdfToday's Presentation
Today's Presentation
Delivered with Prezi software, this is a PDF of the slides from class.
Delivered with Prezi software, this is a PDF of the slides from class.
In-Class Quizzes and Activities
In-Class Quizzes and Activities
MYP for example.pdfMYP Sample for Activity
MYP Sample for Activity
This MYP has been included in a Second Interim budget packet and received by your office for review. Working in a group, prepare an analysis of key concerns and how you may address them via correspondence with the district or other resources you may use to verify your concerns.
Emergency Appropriation Districts
Emergency Appropriation Districts
Insolvency Flowchart color.pdfCA State Loans to School Districts 8-1-19.pdfAdministrator Role and Definition.docxAdministrator
Administrator
Definition and Role
Trustee Role and Definition.docxTrustee
Trustee
Definition and Role
Sample Letters - Budget and LCAP Approval
Sample Letters - Budget and LCAP Approval
Budget & LCAP Board Letter - Approval 2.0.docBudget & LCAP Board Letter - Conditional Budget Approval 2.0.docxAdopted Budget Approval after initial conditional approval letter.docxAdopted Budget Conditional Approval.docxBudget Approval after initial disapproval Letter .docxConditional Budget Approval letter.docxDisapproved budget due to LCAP letter.docxDisapproved Budget.docxSample Letters - Interim and Lack of Going Concern
Sample Letters - Interim and Lack of Going Concern
Annual Summary AB 139 - Long 2.0.docxAnnual Summary AB 139 - Short 2.0.docxBudget Reduction Resolution for Workshop.docChange Positive to Qualified Interim Letter.docxChange Qualified to Negative 2nd interim letter.docxConcurrence with Qualified Certification 2.docxConcurrence with Qualified Certification.docxFiscal Advisor and Expert-Role and Definition.docxInterim Review Reponse 2.0.docxLack of Going Concern 1.docxLack of going concern 2.docxLack of Going Concern 3.docxNegative Second Interim Concurrence.docxStay and Rescind.docxSample Lettter - Non-Voter Approved Debt
Sample Lettter - Non-Voter Approved Debt
Non-Voter Approved Debt - Procedures.docNon-Voter Approved Debt - Summary of Disclosure.docxNon-Voter-Approved Debt Review 2.0.docxSample Review Checklists
Sample Review Checklists
zz Adopted Budget Review Checklist.xlszz Unaudited Actuals Review Checklist.xlsxzz Interim Review Checklist.xlsxAB1200 Review 2018-19 Second Interim TEMPLATE .xlsx18-19 1st Interim Review Worksheet.xlsx18-19 2nd Interim Review Worksheet.xlsx19-20 Budget Adoption Review Worksheet.xlsx1819 UA Checklist.docx1819-District-Review-CharterBUDGETandINTERIMReporting-Template.xls1920-CharterBUDGETandINTERIMReporting-Template_20190426.xls2019-20 Budget Checklist.docxUnaudited Actuals Review Checklist 17-18.xlsSample Budget review Marin.xlsxMaster {District Initials} {YYYY-YY} Financial Review for all Periods.xlsxPublic Disclosure of Collective Bargaining Agreement
Public Disclosure of Collective Bargaining Agreement
zz Public Disclosure of Collective Bargaining Workbook.xlsxPublic Disclosure of Collective Bargaining Response 2.0.docxCollective Bargaining Agreement -- form letter with concerns.docxOther Resources
Other Resources
K12-FHRAv5.xlsxFiscal Health Risk Analysis
COE-manual-2019-final.pdfCounty Office Procedural Manual
Indicators-of-Risk-or-Potential-Insolvency-3-25-19.pdfIndicators of Risk or Potential Insolvency
Accounting-Controls-Risk-Analysis-10-8-18-2.pdfFiscally Accountable and Fiscally Independent Districts - Analysis
COE-Reimbursement-Letter-and-Form-2019.pdfCOE Reimbursement Letter
CCSESA-LCAP-Approval-Manual-2018-19.pdfCCSESA LCAP Approval Manual