Maximized Cost Recovery of Lost Funds for a School District

The client, a school district in California had incurred costs associated with an environmental cleanup at their transportation facility many years earlier and was unaware of the reimbursement program. The district enlisted Antea Group to assess their eligibility and review their records for potential financial recovery. They outlined their success criteria to be:

• Having the necessary documentation to retroactively apply for reimbursement.
• Ensuring payment records were sufficiently detailed to develop the necessary background and history to capture the majority of their incurred costs.
• Creating a timely process.
• Determining if there were any state limitations on how any recovered money could be utilized.

Antea Group reviewed the districts available documentation, performed an agency review of the archived records, and discussed historical activities with district staff and former staff to prepare an acceptable application which then was presented to the state for review and approval.

Following the successful assembly and submittal of the application, claims for the incurred costs were submitted to the state and Antea Group was able to have the school claim expedited. The results were that nearly $150,000 of previously unrecognized reimbursements were recovered and these funds were able to be applied to the school's general budget, allowing them to allocate the recovered money to several previously underfunded activities to benefit their students.