Fiscal Services

The Fiscal Services department is responsible for Accounts Payable, Accounts Receivable, Cash Management, Payroll, Benefits, Student Attendance Accounting, Student Body Funds, Mandated Cost Claims, Workers Compensation Claims, Property & Liability Insurance Claims, and Budget Development & Monitoring.

Points of Contact

Nelly Yang – Chief Financial Officer

Budget Development, Budget Reporting, Budget Transfers, Benefits, Insurances, Approvals for Purchase Orders, Reimbursement Claims, and Stores  

Linda Cortez  - Business Services Specialist   

Workers Compensation Claims, Student Accidents, Property & Liability Insurance/Claims, Drug Screening Referrals, Use of District Facilities, Contracts, Mandated Cost Claims Liaison 

Angie Nguyen – Payroll Specialist   

Certificated and Classified Payroll 

Margie Davis – Account Technician  

10th of the Month Payroll (Certificated and Classified Substitutes and Noon Duty Aides), Medical, Dental, Long Term Disability Insurances for Employees and Early Retirees 

Trudy Tran – Accounting Analyst   

Accounts Receivable (Payments to District), Attendance Accounting, Student Teacher Stipends, Revolving Fund and Petty Cash Accounting 

Virginia Jamison – Accounting Technician    

Student Body Accounting, Substitute Teacher Accounting (Charges to School Sites), Reproduction Accounting - (Charges to School Sites), Transportation Accounting - (Charges to School Sites), IMC Accounting - (Charges to School Sites), Insurance Accounting for Life Insurances, Cancer Insurance, CNS Accounting, School Site Deposits 

Yolanda Martinez– Accounting Assistant II   

Accounts Payable 

Pearl Casey – Accounting Assistant II  

Business Office Receptionist, Incoming Business Office Mail, Student Activity Accounting, Reimbursement Claims, Office Depot Payments

Forms / Documents

Budget 

Expenditure Transfer Request D-87B 

Budget Transfer Request D-87A 

Payroll 

Federal Tax Form W-4

State Tax Form DE-4

Direct Deposit Authorization Agreement PR5527 

Payroll Deduction Authorization  

457 CalPERS - Salary Reduction

457 EBSA - Salary Reduction

403b Salary Reduction Authorization and Amendment 

AFA - Flex Reimbursement Forms

Accounts Payable 

Claim for Reimbursement D-147 

Conference/Workshop Reimbursement D-149 

Report of Mileage D-71