Fiscal Services
The Fiscal Services Department plays an integral role in the ability of the school district to provide a quality education for our students. As the financial center of the district, this department is responsible for the processing of all fiscal transactions and provides important budget information necessary to make crucial decisions which ultimately affect the classroom.
Fiscal Services Department:
- Accounting Services, Payable/Receivable
- Budgets & Audit Reports
- Attendance Reporting
- Billing
- Cal Card
- Debt Service
- Deposits
- Developer Fees
- Financial Statements & Reports
- Golden Handshake
- Investments
- Outdoor Education
- Payroll Services
- Retirement (PERS & STRS)
Fiscal Services Directory:
Thomas Gray
Director, Fiscal Services
Email: tgray@pleasantonusd.net
Cathy McKim
Coordinator, Fiscal Services
Email: cmckim@pleasantonusd.net
For Fiscal Services Staff - CLICK HERE
FISCAL SERVICES -- WHO DOES WHAT?
| Fiscal Services/Administration – Who Does What | ||
|---|---|---|
| Accounting | Cathy McKim | 925.426.4347 |
| Accounts Payable A-G | Shalini Sharma | 925.426.4314 |
| Accounts Payable H-Z | Harsha Gandi | 925.426.4312 |
| Annual Budget | Thomas Gray | 925.426.4310 |
| Attendance Reporting to CDE |
Kay Dorp
Rachel Mercado
|
925.426.4317
925.426.4311
|
| Budget Allocations | Cathy McKim | 925.426.4347 |
|
Budget Transfers
(split by schools)
|
Kay Dorp
Alpana Gupta
Rachel Mercado
|
925.426.4317
925.426.4319
925.426.4311
|
|
Cal Card Statement Processing
(split by schools/dept.)
|
Kay Dorp
Alpana Gupta
Rachel Mercado
|
925.426.4317
925.426.4319
925.426.4311
|
| Debt Service | Thomas Gray | 925.426.4310 |
|
Deposit Forms
(Cash Receipts)
|
Cathy McKim | 925.426.4347 |
| Developer Fees Collection | Joanne Tangney | 925.426.4313 |
|
Expenditure Transfers
(split by schools/dept.)
|
Kay Dorp
Alpana Gupta
Rachel Mercado |
925.426.4317
925.426.4319
925.426.4311
|
| Financial Statements & Reports | Thomas Gray | 925.426.4310 |
| Financial Audits | Thomas Gray | 925.426.4310 |
| Golden Handshake | Thomas Gray | 925.426.4310 |
| Investments | Thomas Gray | 925.426.4310 |
| Outdoor Education |
Alpana Gupta
Rachel Mercado |
925.426.4319
925.426.4311
|
|
Outside Billings
(salary and other expenses)
|
Rachel Mercado | 925.426.4311 |
| Payroll/Retirement A-F & S-Z | Patricia Monroe | 925.426.4316 |
| Payroll/Retirement – G-R | Joanne Tangney | 925.426.4313 |
Hours:
Monday - Friday
8:00 a.m. - 4:30 p.m.
Location:
4665 Bernal Avenue
Pleasanton, CA 94566
Phone:
(925) 462-5500