Fiscal Services
-
The Conejo Valley Unified School District has been awarded the Association of School Business Officials International "Certificate of Excellence in Financial Reporting" (COE).
ASBO International’s COE recognizes districts that have met the program’s high standards for financial reporting and transparency. The school district earned the Certificate of Excellence for its Comprehensive Annual Financial Reports for fiscal years ending in 2020-2023.
By participating in the COE program, school districts demonstrate their commitment to financial transparency. Applicants submit their report for review by a team of financial professionals who provide feedback to improve future documents. If the report meets the requirements of the program, it may receive the Certificate of Excellence. A district’s participation in the COE program can facilitate bond rating and continuing bond disclosure processes.Fiscal Services handles all the financial related activities for the District. We believe in:
- A philosophy of fiscal responsibility;
- Conservative estimates of anticipated revenues and expenditures;
- Regular monitoring of our operating budget;
- A strategic approach to the complexities of State, Federal, and local dynamics;
- Attention to the long-range fiscal implications of today's decisions.
Tax Deferred Savings Plan
-
As an employee of Conejo Valley Unified School District you are entitled to participate in the District’s Internal Revenue Service (IRS) 403 (b), and 457(b) tax deferred savings and retirement plans.
Click here to visit the CVUSD webpage regarding 403(b) and 457(b) Retirement Accounts.
Section 125 Flexible Spending Plans
Documents
-
Fiscal Services Forms
Repository of Fiscal Services forms and guidelines for employees. (Login Required)
Contact Information
-
Susan Tucker
Director, Fiscal Services
(805) 498-4557 x7510Chris Charles
Supervisor, Fiscal Services
(805) 498-4557 x7511Renee Schaniel
Supervisor, Payroll
(805) 498-4557 x7533
We are located at:
750 Mitchell Road
Newbury Park, CA 91320