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MEET THE TEAM

JON PATTERSON
Business Development Director

JAMIN BOGGS
Director

NEAL TYNER
Account Manager

CAREY OOSTRA
Client Services Coordinator

SPECIAL TEAM
MEET THE TEAM

JON PATTERSON
Business Development Director

JAMIN BOGGS
Director

NEAL TYNER
Account Manager

CAREY OOSTRA
Client Services Coordinator

SPECIAL TEAM

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Part 15 of 15 Construction Project Closeout Process: Why Your Building Opens But Your Books Never Close
A construction project is not finished when the building opens. Learn a 10-step closeout process for reconciling project costs, closing commitments, documenting contingencies, capturing assets, organizing records, and creating an audit-ready project file that helps school districts finish every project cleanly.

Lettie Boggs
Sep 87 min read


The Budget Nobody Remembers (and the One They Never Forget)
A technically perfect school budget can still be forgotten. Learn how school business officials can make budget presentations more meaningful by leading with purpose, connecting financial decisions to the people they affect, and choosing the numbers that help boards understand what is truly at stake.

Jamin Boggs
Sep 14 min read


E‑Procurement for Public Agencies: What to Look For and Why It Matters
E-procurement can help public agencies streamline bidding, vendor management, document control, and contract administration without sacrificing compliance. Learn what to look for in an e-procurement system, including secure submissions, automated notifications, vendor accessibility, audit trails, and internal controls that support transparency and public trust.

Joanne Branch
Aug 253 min read


Part 14 of 15 Capital vs Operations Accounting for Schools: How to Escape the 5800 Services Code Trap
Capital and operating costs tell different financial stories. This guide shows school districts how to apply a clear asset-based test, avoid the 5800 professional services code trap, strengthen transaction coding, and keep project ledgers accurate, defensible, and audit-ready.

Lettie Boggs
Aug 187 min read


Quiet Leadership for School Business Officials: A Field Guide
Quiet leadership is not a lesser form of leadership. For school business officials, thoughtful communication, careful listening, reliability, and trust can become powerful leadership strengths. This field guide explores 10 challenges quiet leaders face and practical ways to lead with confidence, influence others, build stronger teams, and grow without becoming someone you are not.

Jamin Boggs
Aug 107 min read


CUPCCAA Informal Bids: What They Are, When to Use Them, and Why Many Agencies Get Them Wrong
CUPCCAA informal bidding can save California public agencies time and administrative effort, but only when used correctly. This guide explains when informal bids are appropriate, how they differ from formal bidding, important threshold considerations, and common mistakes that can create compliance issues during public works procurement.

Joanne Branch
Aug 33 min read


Part 13 of 15 GAAP Accounting and Grant Funding: Why Your Books Need Two Numbers, Not One
Grant reporting should never replace proper accounting. This guide explains how California school districts can maintain a GAAP-compliant general ledger while separately tracking grant-allowable costs, improving audit readiness, funding transparency, and financial reporting without compromising accounting accuracy.

Lettie Boggs
Jul 287 min read


You Didn’t Approve the Work — Or Did You? How Vendor Actions Before Formal Approval Can Create Risk
Vendor work should never begin before proper approvals are complete. This article explains how California public agencies can reduce the risks of unauthorized work, protect employees from unintended liability, and establish clear written communication that prevents misunderstandings before contracts are fully executed.

Joanne Branch
Jul 212 min read


How to Get Better Subcontractors on Your Public Projects: Food for Thought
The quality of a public works project often depends on the subcontractors performing the work. This guide explains how California public agencies can improve subcontractor quality through procurement strategy, qualification requirements, bid specifications, and post-bid verification while maintaining fair competition and compliance with the Public Contract Code.

Joanne Branch
Jul 144 min read
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