Pays a consultant up to $7,999.95 to check the district's capital asset cost records

The consultant will check the spreadsheet the district uses to track capital asset costs against financial records and asset reports, and advise on how to record those costs. The contract covers July 1, 2019 through June 30, 2020, so it began before this vote.

Plain-English summary written by AI from the official text. AI summary · amounts checked against official text

Vendor / partner: Individual contractor
Action: New agreement
Category: Budget, finance & payments
Term: Jul 1, 2019 – Jun 30, 2020
This vote: $7,999.95
Resource / site: 9030-987
Vendor no.: 004324
Presented by: Chief Systems and Services Officer
File: 19-1810 · agenda P.-4
Outcome: Adopted on the General Consent Report, Oct 10, 2019

Official text

Ratification by the Board of Education of a Professional Services Contract between the District and Linda Todd, Pleasanton, CA, for the latter to provide footing and cross-footing of rows and columns in the Excel spreadsheet used to capture capital asset costs to ensure data includes proper formulas for calculations and presentation of data; compare Excel spreadsheet data to district financial accounting records and to AssetMaxx Reports to ensure data has been captured for financial statement purposes; recalculate and verify costs which are allocated to projects; provide advice on costs that can be captured for capital assets recording; provide advice on how to efficiently record capital asset costs; provide additional consultation related to capital assets that may arise during the course of the consultation duration, phone calls, emails, and/or in person meetings as needed to clarify questions and answers, via Risk Management Department, for the period of July 1, 2019 through June 30, 2020, in an amount not to exceed $7,999.95.

History

Oct 10, 2019 Adopted on the General Consent Report

This is an independent project created to provide transparency to the OUSD Community, and is not affiliated with Oakland Unified District. All data used to create the Consent Report Tracker is made public by Legistar, OUSD's official platform for posting legislative records. Plain-English summaries are written by AI with narrow parameters based upon the official text of the reports. Read about how all this works.