For 25 years, California Financial Services (CFS) has pioneered and cultivated the notion that a financial advisor should understand the business of planning, funding and constructing schools. CFS has committed to the idea that developing a sound facility plan is the most important step in the process of borrowing or financing facility projects. Because CFS emphasizes the importance of a thorough self-assessment of facility needs and delivers a thorough evaluation of the potential for a variety of revenue sources (not just bonds), we have been a leading industry developer of innovative financial, facility and State funding plans.

CFS is a key strategic partner on any facility planning team and a strong and able municipal advisor when bonds, as they often do, play an important part in funding each Districtís facility improvements. By exploring other funding alternatives such as State grants, the collection of developer fees, mitigation agreements, CFDs, redevelopment pass-through payments or the sale or lease of surplus District property, voter-approved debt can be reduced or leveraged/matched with other facility funding to maximize the impact of hard won new taxes for facilities.

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