Workshop Materials

San Bernardino County School Districts will find materials distributed during workshops presented by Business Advisory Services.

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• AB430
  • 2011-12 January Gov's Budget Proposal
  • Appendices
  • PowerPoint Presentation
    
    
• Accounting for Grant Carryovers and Adjustments
  
  
• Annual Workshop Calendar
  • 2011-12 Workshop Schedule 
  • 2011-12 Cash Flow Workshops
  • 2011-12 Interim Report Workshops
    
    
• Budget Process Workshop - (May 2013)
  • ADA Analysis Tool
  • Budget Review Questions
  • Budget Submission Checklist
  • Historical Data
  • Power Point Presentation
    
    
• Business Services Conference - (October 19, 2012)
  • Welcome Letter
  • Agenda
  • State Budget Update - Robert Miyashiro, VP, School Services of California
  • Case Studies Which Demonstrate the Value of "Best Practices" in Debt Management & GFOA Best Practices Related to Debt Mgmt & Debt Issuance - Lori Raineri, President, Government Financial Services, Inc., Keith Weaver, Sr. Project Manager, Government Financial Services, Inc.
  • Controlling the Dollar: Worker's Comp Cost Containment Strategies - SCSEBA/SCSRM Joint Powers Authority, Nancy Stater, Program Manager Worker's Compensation, Ed Lee, Program Analyst Worker's Compensation
  • Cloud Computing & Bring Your Own Device (BYOD) - David Evans, Systems Security and Research Officer - SBCSS
  • Using Bonds to Fund Your Construction Programs - Samuel R. Santana, Attorney at Law, Marilyn Cleveland, Attorney at Law
  • Current Economic Trends - John Husing, Ph.D., Economics & Politics, Inc.
  • Evaluation
    
    
• CASBO
  • Indirect Cost Handbook
  • Indirect Cost Indirect Cost Adjusted Calculation
  • Indirect Cost (PowerPoint)
  • Site Plans (PowerPoint)
  • Visual Aids for Laminating #1
  • Visual Aids for Laminating #2
    
    
• Charter School Reporting (for Charters) - (November 2012)
  • PowerPoint Presentation
   
• Charter School Oversight Workshop (for Sponsoring Districts) - (November 2012)
  • PowerPoint Presentation
   
• General Ledger Workshop 
  • PowerPoint Presentation
  • Exhibit A, Exhibit B,& Exhibit C, Exhibit D, Exhibit E, Exhibit F, Exhibit G, Exhibit H, Exhibit I, Exhibit J
    
    
• 2nd Interim Report Process - (January 2013)
  • 2nd Interim Bulletin 13-042 
  • 2nd Interim Checklist
  • 2nd Interim Review Questions
    
    
• 1st Interim Report Process - (October 2012)
  • PowerPoint Presentation
  • PowerPoint Presentation - Black and White
  • Analyzing the Projections
  • Bulletin 13-029
  • Checklist
  • Data Processing Sequence
  • Downloading SACS Extract Data File
  • Downloading SACS Tables
  • Importing Adopted Budget Dat File to Interim
  • Instructions for Completing the 1st Interim Financial Report
  • Interim Review Questions
  • Using FCR290 for Cash Flow Reconciliation
    
    
• Unaudited Actuals Workshop - (July 2012)
  • Form A - District Specific (updated 8-20-12)
  • PowerPoint Presentation
  • Revenue Limit Data Collection
  • Submission Checklist
  • U/A Manual (updated 7-06-11)
   

For additional information, please contact: Lupe Saldivar by e-mail or by calling (909) 777-0761

Business Advisory Services is located at 760 East Brier Drive, San Bernardino, CA 92408