Corporate Office
3111 N. Tustin Avenue, Suite 230
Orange, CA 92865
Phone:
714.
283.9334
Fax:
714.
283.5465


Northern California Office
1470 Maria Lane, Suite 315
Walnut Creek, CA 94596
Phone:
925.
478.7450
Fax:
925.
478.7697

SCHOOL FINANCING

SCHOOL FINANCING OVERVIEW

Our School Financing team is a full service planning, campaign, and financial advisory firm that serves California school districts. Our team has worked with both large and small school districts throughout the state and continues to be a leader in this industry. With over 25 years of experience providing innovative solutions and the highest level of service, our winning track record at passing general obligation bonds is unsurpassed with 90% success.

Our staff has not only been the most active, but the most successful in assisting school districts improve their facilities and their general fund in recent years. Since 2004*, we have worked on more than 100 successful school district bond measures.

In 2010 our school financing team assisted 14 school districts in passing GO bonds to improve their schools.

 

LIST OF SERVICES
SERVICE DESCRIPTION
School Bond Pre-Election Planning

From the moment the District decides to improve its school facilities to the point where the Board approves its resolution calling an election, we manage the process every step of the way. We will assist the district in creating a financing plan, conducting a public information program, conducting a voter survey, and finalizing a program that is acceptable to the community.

  • Financing and Capital Plan
  • Voter Survey
  • Public Information Program
  • Election Resolution