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 Report for the fiscal year ended 2020. 

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. 

Department Directory by Processes

Budget Transfer Instructions

Instructions on how to enter a transfer of budget dollars between accounts.

Budget Transfer Request Form
Use this form to request a transfer of budget that cannot be done in the Budget Transfer model.

Cellular Phone Justification and Allowance Request Form
Use this form if you are requesting a district cell phone for an employee.

Collection of Monies and Gifts or Awards to Employees Memo
Instructions and requirements for the collection and processing of monies.

Employee Reimbursement Claims Memo
It is important that employees read this letter regarding employee reimbursement deadlines and practices.

Expense Transfer Form

Use this form to request a transfer of an expense for purchases between accounts.

Expense Transfer Form - Payroll

Use this form to request a transfer of an employee’s salary/benefits expense.

Gift Acceptance Fillable Form
Use this form to submit gifts or donations for Board approval.

Gift Acceptance Procedures
This memo explains the procedures for having gifts or donations approved.

Meeting Reimbursement Form

Use this form to submit food receipts for reimbursement.

Meeting Reimbursement Memo
Instructions and requirements for meeting reimbursement requests.

Mileage Rate Memo
Effective January 1, 2022, the IRS mileage rate changed from $0.56 per mile to $0.585 per mile.

Mileage Reimbursement Form

Use this form to submit mileage for reimbursement.

Mileage Standardization Chart

Chart of standard mileage to and from all district sites.

Parent / Student Refund Request Form
Use this form to submit a refund request for a parent and/or student.

Petty Cash Reconciliation Form

Use this form to track and submit petty cash expenses.

Petty Cash Requirements

Instructions and requirements for petty cash expenses.

Travel and Conference Form
Use this form to submit employee travel and conference expenses reimbursement.

Payroll Submission Deadlines
It is important that employees read this letter regarding time sheet deadlines to the Payroll department.

Direct Deposit Authorization Form
Use this form to begin, change, or cancel payroll direct deposits to your bank account.

Check Stub from the Employee Portal
Instructions for retrieving a check stub from the Employee portal.

State W/H Form DE 4
Employee's Withholding Allowance Certificate for California personal income tax.

Federal W/H Form W-4
Federal income tax withholding form.

1095-C Frequently Asked Questions and Answers
Tax form that contains information regarding an employee's health care coverage.

Certificated Request for 12-Month Pay

Classified Request for 12-Month Pay

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.

Click here to visit the CVUSD webpage regarding Section 125 Flexible Spending Accounts.