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Preferred PartnersDelta Managed Solutions, LLC
Karl E. Yoder
1451 River Park Drive, Suite 180
Sacramento, CA. 95815
Phone: 916-649-6461
Fax: 916-244-0307
Email: info@deltamanaged.com
Web: http://www.deltamanaged.com
Delta Managed Solutions, llc, is an independent financial
advisory and business services firm located in Sacramento,
California. We offer a variety of financial consulting
services to California municipal entities, including
charter business services and bond-related financial
advisory services. Our primary services are:
Charter
Business Advisors
- we provide a comprehensive set of back-office, administrative,
and financing services to charter schools throughout
California, assisting them in meeting the complex operational
and compliance hurdles of successful charter school
operation. Our current client schools have a combined
student body of over 5,000 students.
Municipal
Financial Advisors
- since 1990, the professionals at DMS have assisted
over 200 governmental entities throughout California
in structuring and placing over $500 million in municipal
bonds, COPS, lease/purchase agreements, and similar
obligations. We act as an independent financial advisor
in assisting charters, school districts, cities, counties,
501c3s and other municipal entities in meeting their
financing needs.
The efficiencies and cost-effectiveness of Delta Managed
Solutions, llc result from a combination of qualified
staff and a core suite of computer applications that
allow cost efficiencies and economies of scale. The
two lead professionals at DMS, Kelly McDole and Karl
Yoder, have over three decades of combined experience
in the areas of municipal finance, banking, and law.
DMS provides a wide range of "back-office" administrative
services to California charter schools, including budgeting,
accounting, payroll, purchasing, compliance, and many
other functions.
Due to our economies of scale and
established systems, we can generally provide such
services at a far lower cost than hiring and training
on-site personnel. Our staff also stays fully up-to-date
on the latest legislative and regulatory changes, passing
this knowledge onto our clients.
DMS began providing
business services to fill what we saw as a pressing
need of charter schools – namely, solid, efficient
back-office services at a reasonable cost. From our
experience working with charter schools, we see many
schools in these two categories: a) charter administrators
buried in paperwork and compliance duties; focusing
so much of their time and staff resources on trying
to keep up with the endless stream of paperwork that
no time is left to focus on educational matters, or
b) charter schools that are already outsourcing operations
(often to their sponsor districts), but feel that they
are receiving little or no feedback on the school's
financial condition, making strategic planning impossible
and leaving them "in the dark".
In many cases
this is compounded by the charter being held responsible
for its own financial condition but having no ability
to change it.
At DMS, we strive for the happy medium
- handling the administrative duties for your school
without taking control, keeping you and your Board
fully informed, and letting you get back to the real
business of your school - educating California's children.
By providing efficient back-office services
at a reasonable cost, we ensure a stable operating
environment for your school, minimizing costs, generating
additional revenue (grants, categoricals, mandated
cost reimbursement, etc.), and ensuring compliance
with local, state, and federal oversight and reporting
requirements.
However, we leave strategic management,
curriculum, and overall control of the school's direction
at the local staff and board level, where it should
be.
We manage your business activities, not
your school.
We are also one of California's most experienced advisors
in the area of facilities and cash flow financings
to charter schools. In the past six years, we have
successfully placed over $40 million in charter school
financings, providing new facilities, needed expansions, "dry
period" financings, and other borrowings to assist
our charter school clients to prudently meet their
financing goals.
While most charter school consulting
firms offer financing services to their clients as
an additional ancillary service, our experience in
the traditional investment banking industry gives DMS
a level of expertise and industry contacts unmatched
by other charter business advisory firms.
As shown herein, the four key areas of services that
we provide offer comprehensive back-office support,
from student information to HR to purchasing to fiscal
services, allowing you to focus on the business of
education rather than on day-to-day details. However,
we also ensure that you and your Board are kept fully
informed about all aspects of your school's business.
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