Financial & Investments Committee

• Reviews and reports information concerning the monthly financial report to the Board of Directors;
• Studies and makes periodic reports on special funds of the District to the Board of Directors;
• Studies and recommends the annual budget, amendments to the budget and transfers as recommended by the management team and the Chief Financial Officer;
• Reviews the annual appropriations and amendments to the budget as recommended by the management team and the Chief Financial Officer;
• Studies projections of estimated receipts and expenditures of the District;
• Reviews and recommends the investment of funds as recommended by the Chief Financial Officer;
• Annually studies and reviews the student service charge for out-of-district students’ attendance;
• Acts as an agent in reporting to the Board of Directors on assignments of this Committee;
• Acts upon all requests made by the Board of Directors, its chairman, and management team in areas related to the Committee responsibilities; and
• Reviews and approves all requests for the preparation of financial reports and statements of the District.

Financial & Investments Committee Members

Committee Leader: Bill Ferguson
Alternate Leader: Bill Herrera
Spencer Bradley
Ron Friend
Bruce Kirkpatrick
Jim Perdue
Beverly Rhoads

Staff Liaison: Brian Rabe, Chief Financial Officer
Minutes: Emma Godfrey