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Second Annual CABOC Virtual Statewide Conference

“Supporting Bond Oversight Committees Through California Legislative Changes 2023”

October 15, 2022 • 10am – 2pm

SPONSORED BY MOSS ADAMS, LLP

Agenda

■ 9:30 am – Registration (online via Zoom) Eventbrite electronic ticket is required to register

■ 10:00 am – Welcome Carolyn Castillo, President, CABOC

■ 10:15 am – Best Practice Monitoring and Oversight Controls for K-14 Bond Programs

Keynote speakers • Stephen Bacchetti, Partner, Moss Adams. LLP • Arthur Ngo, Senior Manager, Moss Adams LLP. • Tammy Lohr, Senior Manager, Moss Adams, LLP.

■ 11:00 am – Questions and Answers Moss Adams

■ 11:30 am – Ethan Rarick, Executive Director, Little Hoover Commission
The Little Hoover Commission (LHC) is a bipartisan, independent oversight agency to promote the economy and efficiency in state and local government. lhc.ca.gov In their Report #236, February 2017, the LHC made recommendations to the Governor and the Legislature regarding School Proposition 39 bonds. Report236.pdf
      The implementation of their recommendation guides the focus and work of CABOC. LHC Chair Pedro Nava commented on our legislative Proposal 2023, “The Commission looks forward to reviewing any legislation introduced on this topic in the coming year and will consider potential support of specific legislative language at that time.”

■ 11:45 am – CABOC Legislative Proposal 2023, Marc Carrel, Chair Legislation Committee caboc-legislative-program/

■ 12:00 pm – Questions and Answers on Legislative Proposal 2023

■ 12:30 pm – CBOC Compliance Survey 2021, Anton Jungherr, Executive Director
The results of the CABOC survey of documents obtained by a California Public Records Act request (link) from a statistical sample of 221 CBOCs of 517 (confidence level 95%) will be announced.

■ 12:45 pm – Questions and Answers on CBOC Compliance Survey 2021

■ 1:15 pm – Comments from Participants

■ 1:45 pm – Awards
• CBOC Member of the Year • CBOC of the Year • District of the Year • CABOC Media • CABOC Person of the Year

■ 2:00 pm – Adjournment

Register for the CABOC Conference: caboc2022.eventbrite.com

Tickets are $100 and 1 ticket is good for 1-15 attendees
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CABOC Legislative Proposals, 2023
Summary

• Require California Debt and Investment Advisory Commission (CDIAC) to work with CABOC to develop easy-to-access online training material.
• Strengthen CBOC independence by specifying that CBOCs develop their own by-laws consistent with CBOC control over process and rules of operation.
• Strengthen bond program audit requirements and expand the role of CBOCs in selecting and interacting with auditors.
• Require bond ballot language clearly refer to specific projects in the district’s facility master plan instead of highly generalized projects, such as “safety upgrades” or “technology improvements.”
• Make CBOC selection and appointment more transparent, open and merit-based.
• Require districts to provide sufficient budgets funded by bond funds to include independent legal counsel for the CBOC, train members, and maintain a website to prominently display meeting agendas and reports.
  See: https://www.bondoversight.org/caboc-legislative-program

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