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About Leadership, organizational structure, benefits, and business partners and affiliates

Business Directory

This directory contains contact information for CSBA's Business Affiliates who provide services and products to school districts and county offices of education. Select a category below to see a listing of affiliates that provide the service or product you're interested in, or simply scroll through the page to see all affiliates.

Consulting Services

Balfour Beatty

We specialize in partnering with educational clients to build stunning institutional facilities utilizing innovative delivery methods for new school construction, modernization, and renovation. With offices located throughout California, we are transforming educational landscapes by providing industry leading service and partnering with clients to challenge the norm to find better pathways to project success. We stand behind our company values of integrity, teamwork, excellence and respect—and strive to serve as Relentless Ally’s for all clients. As the No. 4 Educational Builder ranked by Engineering-News Record California, learn more about how we can build your next school project at or visit BalfourBeattyUS on Facebook, Twitter, and LinkedIn.

Contact : John Bernardy

website Web Site email Email website (949) 502-4000

Barber & Barber Associates, Inc.

We provide educational consulting services and Medi-Cal/LEA billing services. Proudly works with CSBA on the Medi-Cal Services Program.

Contact : Dr. Vicki L. Barber

website Web Site email Email website (916) 947-6165

Caldwell Flores Winters, Inc.

We provide Planning, Financial Advisory and Program Implementation services to school districts throughout California.

Contact : Rosa Perez

website Web Site email Email website (510) 596-8170

California Financial Services

We are a full-service financial and facility planning firm advising on bond sales, preparing State facility eligibility/grant applications and negotiating developer fees/mitigation agreements. Our subsidiary, KeyAnalytics, provides professional staffing and proprietary software that consolidates multiple revenue sources and projects into easily useable information for staff, oversight committees and the public. KeyAnalytics also tracks ongoing bond and SFP grant compliance activities. CFS maintains offices in Orange County, Roseville and Santa Rosa.

Contact : Michael Dodge

website Web Site email Email website (209) 595-0791

Capitol Advisors Group, LLC

We are a team of experts in California education policy, finance, legislative strategy, and public affairs. Over the course of our collective careers, we have been helping schools, professional associations, industry/private sector interests, and non-profit organizations succeed in achieving important outcomes for students, educators, and the future of California. No team is more effective in building successful strategies to achieve your goals and priorities in the K-12 education sector. Our services include government relations and advocacy, State budget expertise, fiscal advising, State Board of Education waivers, school facilities eligibility compliance, OPSC/State Allocation Board representation, strategic consulting and public affairs, communications strategies, and issue management.

Contact : Kevin Gordon

website Web Site email Email website (916) 443-7468


We are here to help you tell your story. If your goal requires community, political, or electoral success, they can deliver. The apporach combines significant winning political experience with fresh thinking innovative tools, and a spirited belief that people support what they help create. Their services: political strategy, election feasibility/planning, public information, and effective ground and online campaigns. CliffordMoss. What's your story? Let us help you tell it.

Contact : Bonnie Moss

website Web Site email Email website (510) 757-9023

Colbi Technologies, Inc.

We provide Account-Ability software for school building programs. Account-Ability provides problem-solving tools to develop your plan, reporting tools to track implementation against your plan, and internal control tools to adjust your plan for a successful completion of your building program.

Contact : Jon Patterson

website Web Site email Email website (714) 505-9544

CSM, Inc.

We are breaking barriers between education and technology. Our services include ASB software, MAA and Medicaid Direct Billing, E-Rate and Information Technology Consulting.

Contact : Brian Cichella

website Web Site email Email website (209) 834-0556

Davis Demographics

We provide consulting services and software tools for comprehensive demographic studies, facility planning support, and demographic master planning. We enhance our extensive analytical capabilities through the use of our custom SchoolSite® software add-on for Esri ArcGIS (the world’s premier computer-mapping program, used by 95 percent of cities and counties in the U.S.). Growth management insight, student forecasting, school boundary redistricting, facility site analysis and need analysis, customized demographic analytics and reporting.

Contact : Ken Ward

website Web Site email Email website (888) 337-4471 x. 215

Demsey, Filliger & Associates

We are dedicated to providing designer actuarial and related services to a broad range of clients, with an emphasis on public sector retiree healthcare and pension valuations. They can help guide you through the GASB 45 process in a painless and efficient manner, even if it's your first experience with an actuarial valuation. They know how to make you look good in the eyes of those who are relying on you to successfully manage your retiree medical plan's finances.

Contact : Brian Demsey

website Web Site email Email website (949) 291-1422

ENGIE Services U.S.

We are a national energy company that works with education, government, commercial, industrial, and other organizations. We deliver integrated Energy Effective™ programs that drive sustainable results. Over the past 40 years, ENGIE Services U.S. has provided more than $2 billion in savings for our customers.

Contact : Veronica Ornelas-Chinn

website Web Site email Email website (415) 988-4271

Fieldman, Rolapp & Associates, Inc.

We are a California-based financial advisory (municipal advisor) that serve school districts and other public agencies. Fieldman, Rolapp & Associates was founded in 1966 and assist with all forms of debt including General Obligation Bonds, Certificate of Participation and Community Facilities Districts.

Contact : Adam Bauer

website Web Site email Email website (949) 660-7303

Keenan & Associates

We provide innovative insurance and financial solutions for schools, public agencies and health care organizations. We are the experts you can rely on when it comes to employee benefits, risk management, claims services, and technology.

Contact : John Stephens

website Web Site email Email website (949) 940-1760 x5161

Koppel & Gruber Public Finance

We specialize in preparing developer fee studies (FJS and SFNA), Community Facilities District formation and administration, parcel taxes, continuing disclosure, CDIAC bond reporting and arbitrage calculations.

Contact : Lyn Gruber

website Web Site email Email website (760) 510-0290 ext. 303

MGT of America

We are one of the nation’s premier education consulting firms and has been in business for over 41 years providing quality management consulting, research services, and facility assessments to school systems, local and state boards of education, and public agencies nationwide. The firm has successfully managed over 7,700 client engagements nationally with a significant portion of MGT’s engagements being repeat business, reflecting the firm’s reputation and track record for achieving a high level of customer satisfaction and ability to provide outstanding deliverables.

Contact : Trey Traviesa

website Web Site email Email website (850) 957-5505

Principal's Exchange

For 20 years, we have worked alongside districts and schools as thought partners, empowering administrators and educators with a robust suite of tools and strategies to accelerate learning and achievement. Our inside-out approach utilizes an equity-grounded, data-driven framework to help our partners: (1) identify their success and challenge areas; (2) design and drive leadership development and systems change strategies – from the boardroom to the classroom; and (3) deepen their data analytics to implement instructional improvements that optimize student learning. As a result, our partners experience dramatically improved and sustainable achievement outcomes across every student demographic, advancing them on the pathway from scoring below proficiency to meeting/exceeding proficiency standards. This year, Principal’s Exchange is working with 73 schools in 9 districts to impact more than 70,000 students and in the long-term, our aim is to expand our partnerships across more regions and move the needle on closing California’s statewide achievement gap.

Contact : Robert Yoo

website Web Site email Email website (714) 543-3807 x. 8161

Sage Renewable Energy Consulting

We are the leading independent energy consulting and project management firm for California public schools. Sage provides planning, implementation and optimization of support for solar PV, energy storage, and Prop. 39 efficiency projects.

Contact : Jordan Bowen

website Web Site email Email website (415) 851-9087

School Business Services of California, Inc.

We were founded in 1996 to assist local education agencies (LEA) recover reimbursement for health and mental health services provided to their students. In 1999, this expanded to include the Medi-Cal Administrative Activities (MAA) program, which provides LEAs partial reimbursement for certain health related outreach activities and some of the administrative costs of maintaining a health care delivery system.

Contact : Terry Rohl

website Web Site email Email website (877) 957-7272

School Innovations & Achievement

We serve an estimated 75 percent of California's students with one or more products annually. SI&A empowers and supports school districts with innovative programs that generate and protect revenue, achieve attendance and academic goals, streamline processes, and fulfill state and federal obligations. We deliver success through our expertise in attendance improvement, drop-out prevention, categorical support, special education and mandates. SI&A proudly works with CSBA to provide the Mandate Prep, Special Education Opportunity Reports, and SARC programs, as a part of the CSBA District Services Corporation.

Contact : Gemma Ball

website Web Site email Email website (800) 487-9234

School Services of California, Inc.

Public Education's Point of Reference for Making Educated Decisions.

Contact : John Gray

website Web Site email Email website (916) 446-7517

Sodexo School Services

We provide food service management consulting programs for California School Districts.

Contact : Jason Winsor

website Web Site email Email website (480) 296-9670

SunPower Corporation Systems

We design, manufacture and deliver the highest efficiency, highest reliability solar panels and systems available today. Residential, business, government and utility customers rely on the company's experience and guaranteed performance to provide maximum return on investment.

Contact : Bruce Dickinson

website Web Site email Email website (510) 540-0550

SyTech Solutions

We are a leading document management company that specializes in identifying and scanning permanent school records. Our services also include data capture, document management systems, and online hosting services. We provide award-winning technology solutions that minimize up-front cost and maximize value. SyTech is CMAS certified.

Contact : Bryan Golden

website Web Site email Email website (916) 381-3010

TBWB Strategies

We have 12 years of experience in providing school districts across California with election consulting services, helping raise over $13 billion for local school districts. We’ve had more success than any other firm and maintain over a 90% win rate. In 2016, in partnership with the Districts we serve, TBWB passed every single one of the school bond measures we had on the ballot.

Contact : Joy Tatarka

website Web Site email Email website (415) 291-1894 x227

Total School Solutions

Total School Solutions is a full-service firm serving the interests of school districts and the students. We offer comprehensive services in the areas of education, budget and finance, facilities and planning, human resources, leadership and governance, operations, technology, professional development and legal compliance training. We help design solutions to enhance school districts’ performance, productivity, and viability.

Contact : Susan Lendway

website Web Site email Email website

Vavrinek, Trine, Day & Company, LLP

We are a certified public accounting firm that assists commercial, government, education, finance, heathcare and non profit clients with audit, tax and consulting services. Our firm is one of the largest providers of accounting services in the United States and has been providing personalized service for nearly 70 years. Please visit our website at

Contact : Dusty Nevatt

website Web Site email Email website (909) 225-3065