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How were the Regional Teams Established?
Assembly Bill 2756 required the Fiscal Crisis and Management Assistance Team (FCMAT) to establish regional teams to provide training and technical expertise to school districts and county offices of education that are working to avoid financial difficulties or need consulting services. The regional teams will operate in a supportive manner to assist school districts and county offices that may need task specific short-term financial expertise and direction.
Who Should Use the Services of the Regional Team?
Superintendents and chief business officials who need support in areas such as the following:
The Role of the Regional Team
The Team will provide short-term financial expertise to the districts and county offices in the five counties of Region I. The Team has recruited the services of experienced professionals currently working in school business or as school business consultants. This team of professionals has experience working in small-to-large school districts and county offices of education in California.
The Region I Team is:
What is the Cost?
The Region I Team will bill the district or county office at $400 per day per team member, plus out-of-pocket expenses including travel, meals and lodging. Training provided to groups is billed at a per-person rate.
Summary of Assembly Bill 2756 (Daucher)
This bill, an urgency measure which took effect immediately upon the Governor's signature, contains sweeping changes to the financial accountability and oversight provisions (known as the AB 1200 process) contained in the Education Code. The following partial summary describes the changes made for 1) oversight of all school districts and county offices of education, and 2) oversight of districts which obtain emergency state loans. The citation to the section number in the chaptered version of the legislation and the applicable Education or Government Code section is included in parentheses following the description of each provision.
Provisions Governing Fiscal Oversight for All School Districts and County Offices of Education
Provides that FCMAT will establish regional teams of education finance experts, to the extent that funding is provided for the purpose. The regional teams would provide training and technical expertise to school districts and county offices of education facing fiscal difficulties. The proposed budget bill includes $250,000 for this purpose. (Section 15 - Education Code 42127.8 (i) (2))
The following are highlights of SB2887 that affect school districts:
1) Requires the SPI, Controller, and the Director of Finance to update the standards and criteria used by school districts in the development and management of annual budgets, the standards are to be initially updated by September 1, 2005, for use with the 2006-07 budgets, and may be periodically updated after that.
2) Allows the county superintendent, in addition to the State Controller, to determine that school district audits have not been performed in substantial conformity with the state's audit guide.
3) Authorizes a county superintendent to conditionally approve, and not just accept or reject, annual district budgets and further authorizes the county superintendent to impose a budget on any district that fails to adopt a budget as required by August 15.
4) Requires the county superintendent to, in addition to his or her own analysis of school districts' budgets, review studies, reports, audits or fiscal avaluations of the district that contain evidence indicating fical distress as measured by the standards and criteria. Also requires districts to provide any studies, reports, evaluations or audits commisioned by the district, county superintendent, SPI or state control agencies that contains evidence of fiscal distress.
5) For districts that are certified as qualified or negative, requires the county superintendent to report to the SPI on the financial condition of the school district and his or her proposed remedial actions and to take all actions that are necessary to ensure that the district meets it financial obligations.
6) Extends the review period for county superintendents from 6 to 10 days for collective bargaining agreements in districts with qualified or negative certifications.
7) Requires that the district superintendent and chief business official certify in writing that the costs incurred by the school district under any collective bargaining agreement can be met by the district during the term of the agreement. Specifies that if a school district fails to adopt budget revisions necessary to meet the costs of a collective bargaining agreement, the county superintendent shall issue a qualified or negative certification for the district on the subsequent interim report.
Click here for more information on AB 2756
Assembly Bill 2756 required the Fiscal Crisis and Management Assistance Team (FCMAT) to establish regional teams to provide training and technical expertise to school districts and county offices of education that are working to avoid financial difficulties or need consulting services. The regional teams will operate in a supportive manner to assist school districts and county offices that may need task specific short-term financial expertise and direction.
Who Should Use the Services of the Regional Team?
Superintendents and chief business officials who need support in areas such as the following:
- Consultation on business office organization and staffing
- Development of business office procedures
- Internal control studies of business office operations
- General ledger and accounting training and assistance
- Budget development training and assistance
- Training on the fiscal management of categoricals
- Training and assistance in preparing the state required reports (e.g., interim reports, unaudited actuals)
- Training and assistance in preparing multi-year projections
- Training and assistance in implementing position control
- Training and assistance in purchasing procedures
- Training and review of associated student body operations
- Review of county office operations
- Training on working for the governing board
- Training designed specifically for your business needs
The Role of the Regional Team
The Team will provide short-term financial expertise to the districts and county offices in the five counties of Region I. The Team has recruited the services of experienced professionals currently working in school business or as school business consultants. This team of professionals has experience working in small-to-large school districts and county offices of education in California.
The Region I Team is:
- An external support for school districts and county offices
- A resource for access to expertise
- A professional development resource
- One tool in a fiscal support toolbox
What is the Cost?
The Region I Team will bill the district or county office at $400 per day per team member, plus out-of-pocket expenses including travel, meals and lodging. Training provided to groups is billed at a per-person rate.
Summary of Assembly Bill 2756 (Daucher)
This bill, an urgency measure which took effect immediately upon the Governor's signature, contains sweeping changes to the financial accountability and oversight provisions (known as the AB 1200 process) contained in the Education Code. The following partial summary describes the changes made for 1) oversight of all school districts and county offices of education, and 2) oversight of districts which obtain emergency state loans. The citation to the section number in the chaptered version of the legislation and the applicable Education or Government Code section is included in parentheses following the description of each provision.
Provisions Governing Fiscal Oversight for All School Districts and County Offices of Education
Provides that FCMAT will establish regional teams of education finance experts, to the extent that funding is provided for the purpose. The regional teams would provide training and technical expertise to school districts and county offices of education facing fiscal difficulties. The proposed budget bill includes $250,000 for this purpose. (Section 15 - Education Code 42127.8 (i) (2))
The following are highlights of SB2887 that affect school districts:
1) Requires the SPI, Controller, and the Director of Finance to update the standards and criteria used by school districts in the development and management of annual budgets, the standards are to be initially updated by September 1, 2005, for use with the 2006-07 budgets, and may be periodically updated after that.
2) Allows the county superintendent, in addition to the State Controller, to determine that school district audits have not been performed in substantial conformity with the state's audit guide.
3) Authorizes a county superintendent to conditionally approve, and not just accept or reject, annual district budgets and further authorizes the county superintendent to impose a budget on any district that fails to adopt a budget as required by August 15.
4) Requires the county superintendent to, in addition to his or her own analysis of school districts' budgets, review studies, reports, audits or fiscal avaluations of the district that contain evidence indicating fical distress as measured by the standards and criteria. Also requires districts to provide any studies, reports, evaluations or audits commisioned by the district, county superintendent, SPI or state control agencies that contains evidence of fiscal distress.
5) For districts that are certified as qualified or negative, requires the county superintendent to report to the SPI on the financial condition of the school district and his or her proposed remedial actions and to take all actions that are necessary to ensure that the district meets it financial obligations.
6) Extends the review period for county superintendents from 6 to 10 days for collective bargaining agreements in districts with qualified or negative certifications.
7) Requires that the district superintendent and chief business official certify in writing that the costs incurred by the school district under any collective bargaining agreement can be met by the district during the term of the agreement. Specifies that if a school district fails to adopt budget revisions necessary to meet the costs of a collective bargaining agreement, the county superintendent shall issue a qualified or negative certification for the district on the subsequent interim report.
Click here for more information on AB 2756