Pays a consultant up to $7,999.95 to check the district's capital asset cost spreadsheet
The district is paying an individual consultant from Pleasanton up to $7,999.95 to review the Excel spreadsheet used to track the costs of capital assets. The consultant will compare it to the district's financial records and AssetMaxx reports, recheck how costs are assigned to projects, and advise on how to record these costs. The work runs from July 1, 2020 through June 30, 2021.
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 Categories and sub-categories are assigned by AI from each item's official text, using a fixed set of definitions. They can be wrong. How categories work
- Budget, finance & payments
- Term
- Jul 1, 2020 – Jun 30, 2021
- This vote
- $7,999.95
- Funding
- Risk Management Administrative
- Resource / site
9029-987- Vendor no.
004324- Presented by
- Chief Financial Officer
- File
20-1739· agendaP.-3- Outcome
- Adopted on the General Consent Report, Oct 14, 2020
Official text
Ratification by the Board of Education of a Professional Services Agreement 2020-2021 between the District and Linda Todd, Pleasanton, CA, for the latter to assist in vetting the Excel spreadsheet used to capture capital asset costs to ensure data includes proper formulas for calculations and presentation of data; conduct comparison of Excel spreadsheet data to district financial accounting records and to AssetMaxx reports to ensure data has been captured for financial statement purposes; and conduct recalculation and verification of 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, via Risk Management Department, for the period of July 1, 2020 through June 30, 2021, in an amount not to exceed $7,999.95.
History
- Adopted on the General Consent Report