We Built It - The Money and Muscle of Facilities Maintenance and Navigating the New OPSC Audits Workshop

Tracking facility projects funded through a local bond, state school funding, deferred maintenance, capital facilities, or, as a last resort, general funds, is often met with challenges. This particularly has been true over the past year with the cash flow issues at the state level. The key to a successful project in part starts with proper budgeting and accounting practices for school construction. It is critical to have both the knowledge of the different program funding sources and accurate information from the financial system in order to plan projects and make management decisions regarding expenditures.

In recent months, the Office of Public School Construction (OPSC) has changed its auditing process. This workshop will provide details on the new audit approach in order to assist districts in understanding the changes and give advice on addressing the internal changes needed to meet the goals of the new audit process.

This workshop also concentrates on budgeting and accounting practices for construction projects, which will provide the appropriate information to meet state and federal reporting requirements. The presenters will provide detailed information on how to develop systems that will meet all of your needs and sample reports to meet the needs of multiple stakeholders.

Are you able to obtain the appropriate information from your financial system with ease to meet the reporting guidelines, report out to oversight committees, pass an OPSC audit, and make management decisions without guessing? This workshop will cover these topics and more.

WORKSHOP TOPICS

  • Proposition 1D 
  • Facility bonds 
  • Williams settlement 
  • State facility programs 
  • Deferred maintenance fund 
  • Routine Restricted Maintenance Account 
  • Efficient use of maintenance funds 
  • OPSC audit process changes 
  • Project record files and documentation 
  • Accounting and budgeting systems  
        Demonstration of sample reports  
        Account coding  
        Reporting tips

THE PRESENTERS

Maureen Evans Associate Vice President
Michele A. Huntoon, CPA Associate Vice President
Lettie Boggs Consultant to School Services of California, Inc.

Dates and Locations
March 15, 2010   Costa Mesa - Orange COE  
March 17, 2010   Woodland - Yolo COE  
March 18, 2010   Fresno - Fresno COE  
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SSC takes great pride in the ability of our team of experts to distill complex budget information into useful and sound advice for our workshop attendees. We look forward to seeing you at an upcoming workshop!