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Free fiscal tools for CA school districts

The School Leaders Toolkit

Modern fiscal tools for California school districts.

Replace FCMAT's static PDFs and clunky spreadsheets with interactive, AI-augmented tools that compute the math live — grounded in California statute and traceable to the source publications they cite.

For planning purposes only. Certified funding data comes from CDE.

Available tools

All eight tools from the FCMAT toolkit, rebuilt as interactive web apps.

Phase 1

Fiscal Health Risk Analysis

20-section self-assessment built on AB 1200 / AB 2756 risk indicators. Weighted scoring with critical-override logic, AI-generated narrative, and a board-ready PDF.

Take the assessment

Phase 2

LCFF Revenue Estimator

8-year LCFF projection with full Ed Code §42238.02 math. DOF-anchored COLA defaults with per-year overrides — every saved scenario records its DOF release for trust.

Project revenue

Phase 3

District Benchmarking

Compare your per-pupil expenditure and staffing ratios against CA state averages. AI-generated interpretation explains what each variance likely means operationally.

Compare your district

Phase 4

Staffing & Position Control Analyzer

Multi-year personnel cost projection with COLA stacking, ratios vs CA state averages, and dollar-quantified add/cut FTE sensitivity for hiring decisions and reductions.

Analyze staffing

Phase 5

Multi-Year Projection

Stress-test your unrestricted General Fund. Project revenue and expenditure forward, flag structural deficits, and check REU compliance against Ed Code §42127.01.

Project the GF

Phase 6

SpEd Efficiency Assessment

22-question audit covering identification, staffing, service delivery, NPS/NPA oversight, and SELPA compliance. Score by section, AI interpretation, branded PDF.

Audit SpEd program

Phase 7

Bond / Facilities Health

Quick compliance check across RMA (§17070.75), CBOC (§15278), EMMA continuing disclosure, FIT inspections, master plan currency, and debt management policy.

Check bond posture

Phase 8

Board Presentation Generator

AI-generated executive summary, talking points, discussion questions, and next steps in a branded board-packet PDF. Pull together insights from the other tools and deliver them.

Build presentation

Why these are different

Anchored in California statute

FHRA tracks AB 1200 / AB 2756 risk domains; LCFF math implements Ed Code §42238.02 line by line. No black-box scoring, no hidden formulas.

Provenance baked in

Every saved scenario records the DOF release, CDE rate publication, and assumptions used to compute it. Re-open it 6 months later and you'll know exactly what data it was built on.

Branded, downloadable reports

Get an instant dashboard, an AI-generated summary, and a board-ready PDF. No login. No data leaves your browser unless you ask for the PDF.

Need deeper help than a self-assessment?

School Leaders provides full bond program management, facility master planning, staff augmentation, and superintendent searches for California districts.

Contact School Leaders