top of page
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

RESOURCES
Search


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
4 days ago3 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


Part 12 of 15 California School DLOPE Reporting: Why Clean Grant Compliance Starts With What You Don't Report
Accurate DLOPE reporting is about reporting only eligible grant costs, not every project expense. This guide explains how California K–12 districts can improve DLOPE reporting with clear allowability rules, funding stack reconciliation, documentation controls, and audit-ready workflows that protect grant funding and reduce correction cycles.

Lettie Boggs
Jul 78 min read


The Under-$75K CUPCCAA Tool Hiding in Plain Sight
California public agencies can use CUPCCAA's under-$75,000 procurement flexibility more strategically by establishing task order-style contracts for recurring small public works. This guide explains how to create repeatable contracts by trade, avoid unnecessary emergency procurements, strengthen contractual protections, and remain compliant while delivering small projects more efficiently.

Joanne Branch
Jul 17 min read


Part 11 of 15 Project Management Triangle for Construction: Stop Pretending You Can Have It All
The project management triangle is one of the most important realities in construction: Money, Time, and Quality cannot all be maximized at the same time. This article explains how public agencies can establish priorities, document trade-offs, control scope growth, and improve budget discipline to avoid bid-day surprises, schedule delays, and costly project chaos.

Lettie Boggs
Jun 238 min read


CUPCCAA Basics for Public Agencies: Understanding What It Means Before You Act
Before adopting CUPCCAA, California public agencies need to understand more than bid thresholds. CUPCCAA affects procurement procedures, force account limits, maintenance treatment, and agency-wide compliance responsibilities. This guide explains the key questions agencies should answer before using CUPCCAA and outlines practical steps to avoid procurement mistakes, audit findings, and compliance risks.

Joanne Branch
Jun 164 min read


Part 10 of 15 Construction Budget Development Process: Why Programs Fail at Design Gates (Not at Bid Day)
Construction budgets do not fail on bid day. They fail when agencies ignore warning signs during design. This article explains how public agencies can build reliable construction budgets through formal design gates, accuracy targets, contingency planning, value engineering, and disciplined decision-making that protects scope, controls costs, and improves audit readiness.

Lettie Boggs
Jun 98 min read
bottom of page
