Legal Index

DISCLAIMER
CABOC provides this Legal Index to provide CBOC Members, attorneys, and other interested individuals with a single site for documents that impact how citizens’ bond oversight committees, school construction bond programs, and related practices should be performed. While we hope that many people will find this resource helpful directory, we caution that while we have invested a lot of time and resources in developing it, we cannot guarantee that it is complete or up to date as these are constantly evolving areas with new statutory and case law and regulations continually being promulgated.
       CABOC is not a law firm, does not engage in law practice, and does not provide legal advice; for such matters, CABOC recommends hiring an attorney with experience in this field. We caution that the rule of law is difficult enough for attorneys and that non-attorneys are frequently not even aware of the complexity of understanding how a specific section of California statute or regulation interacts with other statutory provisions, the California Constitution, the Federal Constitution, and United States Code, judicial orders, regulations, contractual requirements, and other factors, including but not limited to the specific facts of each matter and transactions.
Key Words Code Section Type Folder# Page Note XR
ACCRUED INTEREST AND BOND PREMIUM EDC 15270(c) S

37

2
ADMINISRATIVE ASSISTANCE EDC 15280 S 12
ADMINISTRATIVER ASSISTANCE EDC 15280(a)(1) S

37

5
ADOPTION 55% IS PROPOSITION 39 REGARDLESS OF NUMBER OF VOTES CAST IN FAVOR EDC 15266(b) S

37

1
ADVISORY COMMISSION OR FOUNDATION COMMUNITY COLLEGE EDC 15282(a)(5) S

37

5
ALERT PUBLIC WASTE OR IMPROPER EXPENDITURES EDC 15264(c) S

37

1
ALTERNATE CBOC MEMBERS 15282(a) O 69
ANNUAL REPORT EDC 15280(b) S

37

5
APPOINT CBOC MEMBER WITHIN 60 DAYS ENTER ELECTION RESULTS EDC 15278(a) S

37

4
APPOINTMENT CBOC WITH 60 DAYS EDC 15278 S 25 6
ASSESSED PROPERTYVALUATIONS PROJECTIONS EDC 15100 S 36
ATTORNEY FEES PUBLIC RECORS DISCLOSURE CAPP 80
AUDIT COSTS CHARGED TO BOND PROCEEDS FCMAT OPINION OK DOC 78
AUDIT PARTNER SIX YEAR LIMITATION GOV 12410.6 S 41
AUDIT REPORTS COMBINED WITH REGULAR AUDIT – NO 9.16.15 C AF 55
AUDITS CONDUCTED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS EDC 15286 SBU 27 A
AUDITS TO CBOC AT SAME TIME AS SENT TO DISTRICTS EDC 15286(b) SBU 30 A
AUDITS TO CBOC SAME TIME AS TO DISTRICT EDC 15286 S

37

6
AUDITS TO CBOC SAME TIME AS TO DISTRICT MARCH 31 DEADLINE EDC 15286 S 15
AUTHORIZE 55% VOTE EDC 15266(a) S

37

1
BALLOT LANGUAGE EDC 15122 S 2
BALLOT LANGUAGE BEST ESTIMATE TOTAL DEBT SERVICE ELEC 9401 S 33 A
BALLOT LANGUAGE CBOC EDC 15278 S 49
Key Words Code Section Type Folder # Page Note XR
BALLOT MEASURE APPOINT CBOC EDC 15272 S 8
BALLOT MEASURE APPOINT CBOC EDC 15272 S 25 5
BALLOT REQUIREMENT APPOINT CBOC EDC 15272 S

37

3
BILLS CALBOC DOC 74 X
BOND LIMIT 1.25% TAXABLE PROPERTY $30 TAX RATE LIMIT EDC 15268 S 25 4
BOND LIMIT 1.5% TAXABLE PROPERTY EDC 15102 S 25 2
BOND LIMIT 2.5% TAXABLE PROPERTY UNIFIED SCHOOL DISTRICT OR CCD EDC 15106 S 25 2
BOND LIMIT 2.5% TAXABLE PROPERTY UNIFIED SCHOOL DISTRICT OR CCD TAX LIMIT $60 USD AND $25 CCD EDC 15270 S 25 4
BOND MEASURE 2/3 VOTE NO CBOC REQUIRED EDC 15266 S 4
BOND PREMIUM AG 65
BOND PREMIUM O 66
BOND PREMIUM AND ACCRUED INTEREST EDC 15270(c) S

37

2
BOND SALES NEGOTIATED SALES OR COMPETITIVE EDC 15146 S 24 2
BOND TERM OVER 30 YEARS LESS THAN 40 YEARS GOV 53508.6 S 24 4
BONDS DEFINATION EDC 15140.5 S 24 2
BONDS TOTAL COMMUNITY COLLEGEL DISTRICT ISSUED 2.5% OF TAXABLE PROPERTY EDC 15270(b) S

37

2
BONDS TOTAL ISSUED 1.25% OF TAXABLE PROPERTY EDC 15268 S

37

2
BONDS TOTAL UNIFIED SCHOOL DISTRICT ISSUED 2.5% OF TAXABLE PROPERTY EDC 15270(a) S

37

2
BUSINESS ORGANIZATION MEMBER EDC 15282(a)(1) S

37

5
BYLAWS ONLY APPROVED BY GOVERNING BOARD DAVID G. CASNOCHA 7.5.22 O 72
CALBOC BILLS LIST DOC 74
CALIFORNIA PUBLIC RECORDS ACT EXCEPTIONS DOC 81
CAPITAL APPRECIATION BOND EDC 15144.2 S 24 2
Key Words Code Section Type Folder # Page Note XR
CAPITAL APPRECIATION BOND REQUREMENTS GOV 53508.5 S 24 4
CAPITAL APPRECIATION BONDS EDC 15144 S 32 A
CBOC APPOINTMENT WITHIN 60 DAYS EDC 15278 S 11
CBOC ESTABLISHED JUNE 27, 2000 PRIOR PASSAGE PROPOSITON 39 EDC 15102 SBU 34 B
CBOC MEMBERS APPOINTED WITHIN 60 DAYS 15278(a) S

37

4
CBOC REQUIRED IN BALLOT EDC 15272 S

37

3
CERTIFY ELECTION RESULTS GOVERNING BOARD EDC 15274 S 9
COMPENSATION NONE EDC 15282(a) S

37

5
CONFLICT OF INTEREST GOV 1090 S 19
CONFLICT OF INTEREST EDC 15282(b) S

37

5
CONFLICT OF INTEREST EDC 35233 S 39
CONFLICT OF INTEREST CCD CBOC EDC 72533 S 25 9
CONFLICT OF INTEREST K-12 CBOC EDC 35233 S 25 9
CONSULTANT NOT ELIGIBLE CBOC EDC 15282(b) S

37

5 x
CONTRACTING PROCEDURES EMERGENCY PCC 22050 S 57
CONTRACTOR NOT ELIGIBLE CBOC EDC 15282(b) S

37

5 x
CORRUPT PRACTICE SCOOL BOARD MEMBER EDC 35230 S 63
CORRUPT PRACTICES CCD CBOC MEMBERS EDC 72533 S 18
CORRUPT PRACTICES K-12 CBOC MEMBERS EDC 35233 S 17
COST SAVINGS DESIGN EDC 15278(c)(5)(D) S

37

5
COST SAVINGS JOINT USE CORE FACILITIES EDC 15278(c)(5)(C) S

37

5
COST SAVINGS PROFESSIONAL FEES EDC 15278(c)(5)(A) S

37

4
COST SAVINGS REUSABLE FACILITY PLANS EDC 15278(c)(5)(E) S

37

5
COST SAVINGS SITE PREPARATION EDC 15278(c)(5)(B) S

37

4
COUNTY BOARD OF EDUCATION CAN NOT ISSUE PROPOSITION 39 BONDS EDC 15276 S 25 5
Key Words Code Section Type Folder # Page Note XR
COUNTY BOARD OF EDUCATION MAY NOT ORDER AN ELECTION EDC 15276 S 10
COUNTY BOARD OF EDUCATION MAY NOT ORDER AN ELECTION EDC 15276 S

37

3
CPRA REQUEST COMPREHENSIVE INCLUDING EMAILS NON DISTRICT DEVICE (GROSSMONT ) O 52
DEADLINE AUDITS TO CBOC MARCH 31 EDC 15286 SBU 28 A
DEBT REPORTS ANNUALLY TO CDIAC GOV 8855 S 35
DEBT SERVICE TO PRINCIPAL SHALL NOT EXCEED FOUR TO ONE EDC 15144.1 S 24 2
DEBT TRANSPARENCY REPORT DUE JANUARY 31 FOR JULY 1-JUNE 30 PRIOR FISCAL YEAR GOV 8855(k) S 53
DEFERRED MAINTENANCE EDC 15278(c)(4) S

37

4
DISQUALIFICATION FOR OFFICER GOV 1026 S 22
DOCUMENTS RECEIVED PUBLIC RECORD ON THE WEBSITE EDC 15280(b) S 37 5
EDUCATION AUDITS APPEALS PANEL EDC 14502.1 S 75
EFFECTIVENESS AND RESULTS PERFORMANCE AUDIT PROPOSAL ANTON JUNGHERR 4.17.21 EDC 14502.1 DOC 31
ELECTION RESULTS ENTERED INTO MINUTES EDC 15274 S 25 5
ELECTION RESULTS RECORDED IN MINUTES EDC 15274 S 37 3
ELECTIONS HELD PRIMARY OR GENERAL OR REGULARLY SCHEDULED LOCAL ELECTIONS, STATEWIDE SPECIAL ELECTION EDC 15266(a) S

37

1
EMAIL BETWEEN COMMITTEE MEMBERS BROWN ACT 3.20.15 GOV 54950 AF 56
EMAIL CPRA REQUEST O 48
EMAILS CPRA REQUEST CABOC 76
EMAILS NOT SUBJECT TO CPRA REQUESTS O 70
EMAILS SUBJET TO CPRA REQUEST FIRST AMENDMENT COALITION GOV 7927.7 O 60
EMPLOYEE NOT ELIGIBLE CBOC EDC 15282(b) S

37

5 x
ESTABLISH CBOC EDC 15282 S 13
EXPENDITURE NOT FOR PURPOSE EDC 15284(a)(1) S

37

6
EXPENDITURE NOT IN COMPLIANCE EDC 15284(a)(2) S

37

6
Key Words Code Section Type Folder # Page Note XR
EXPENDITURE PRODUCE WASTE OR INJURY EDC 15284(a)(3) S

37

6
FAIL TO APPOINT CBOC EDC 15284(a)(4) S

37

6
FAILED TO APPOINT CBOC EDC 15284(d) S

37

6
FINANCIAL AUDIT DUE MARCH 31 EDC 15286 S

37

6
FINANCIAL AUDITS RECEVING AND REVIEWING EDC 15278(c)(2) S

37

4
FINDINGS RESPONSES WITHIN THREE MONTHS EDC 15280(a)(2) S

37

5
FRAUD CONTRACTORS AND ARCHITECTS FILED 2.5.23 CASEP 59
FRAUD SAN MATEO COUNTY COMMUNITY COLLEGE DISTRICT FILED 2.9.23 CASEP 64
GENERAL OBLIGATION BONDS DEFINITION  EDC 15270(e) S

37

3
INCOMPATIBLE ACTIVITIES EDC 27533 S 39
INCOMPATIBLE ACTIVITIES LOCAL AGENCY INCLUDED DISTRICTS GOV 1125 S 21
INSPECTING FACILITIES ND GROUNDS EDC 15278(c)(3) S

37

4
INTENT LEGISLATURE EDC 15264 S 3
INTENT LEGISLATURE EDC 15264 S 25 3
INTENT OF PROPOSITION 39 3.8.19 EDC 15264 AF 45
INTENT OF THE LEGISLATURE EDC 15264 S

37

1
INVESTIGATION EXPENSES PAID BY BONDS PROCEEDS O 77
JOINT POWER AGREEMENT TWO OR MORE SMALL SCHOOL DISTRICTS EDC 15267(a) S

37

1
JOINT POWER AUTHORITY DEEMED A SCHOOL DISTRICT THIS CHAPTER EDC 15267(b) S

37

2
JOINT POWER AUTHORITY EACH DISTRICT VOTERS MUST APPROVE EDC 15267(c) S

37

2
JOINT POWER AUTHORITY SMALL DISTRICT FEWER   2,501 ADA EDC 15267(d) S

37

2
LAW ENFORCEMENT OFFICIALS EXPEDITIOUSLY PURSUE EDC 15288 S 25 9
LAW ENFORCEMENT OFFICIALS EXPEDITIOUSLY PURSUE EDC 15288 S

37

7
LAWSUIT SHALL TAKE PRECEDENCE EDC 15284(b) S

37

6
Key Words Code Section Type Folder # Page Note XR
LEASE-LEASEBACK CONSTRUCTION CONTRACTS FRENSO CASE CABOC AMICUS BRIEF AB 62
LEGAL CAPACITY DEFINITION 71
LEGAL FEES CASE CONCLUDED CPRA REQUEST CAAP 50
LEGISLATION CALBOC DOC 74 X
LEGISLATIVE PROPOSAL 2023 CABOC CORTESE RN 1.13.23 LC 47
LEGISLATURE INTENT EDC 15264 S

37

1 X
MAINTENANCE ACCOUNT EDC 17014(c) S 42
MAXIMUM BONDS ISSUED 1.25% OF TAXABLE PROPERTY EDC 15268 S 5
MAXIMUM BONDS ISSUED 2.5% OF TAXABLE PROPERTY CCD EDC 15270 S 6
MAXIMUM BONDS ISSUED 2.5% OF TAXABLE PROPERTY UNIFIED SCHOOL DISTRICT EDC 15270 S 6
MAXIMUM TAX RATE $25/$100,000 CCD EDC 15270 S 6
MAXIMUM TAX RATE $30/$100,000 EDC 15268 S 5
MAXIMUM TAX RATE $60/$100,000 UNIFIED SCHOOL DISTRICT EDC 15270 S 6
MINUTES PUBLIC RECORD AVAILABLE WEBSITE EDC 15280(b) S

37

5
SCHOOL LAW (ORANGE COUNTY OE) EDC CASE 38
NOT ELIGIBLE EMPLOYEE, VENDOR, CONTRACTOR, OR CONSULTANT EDC 15282(b) S

37

5
OPEN MEETINGS EDC 15280(b) S

37

5
OPEN MEETINGS (BROWN ACT) GOV 54950 S 39
ORDER RESTRAINING BY CITIZEN PAYING PROPERTY TAXES EDC 15284(a) S

37

6
PARENT OR GUARDIAN ACTIVE PARENT-TEACHER ORGANIZATION K-12 EDC 15282(a)(5) S

37

5
PARENT OR GUARDIAN K-12 EDC 15282(a)(4) S

37

5
PAY TO PLAY SAN MATEO COUNTY CCD V. ALLANA BUICK & BERS CASE NO. 23-CIV-0631 2.8.23 CASEP 82
PAYMENT FOR AUDITS FROM BOND FUNDS – OK 8.20.20 AF 79
PERFORMANCE AUDIT DUE MARCH 31 EDC 15286 S

37

6
Key Words Code Section Type Folder # Page Note XR
PERFORMANCE AUDIT SCOPE EDC 14502.1 S 23
PERFORMANCE AUDIT SCOPE PROPOSED LEGISLATION EDC 14502.1 DOC 58
PROHIBITIONS APPLICABLE TO SPECIFIED OFFICERS GOV 1092 S 20
PROJECT LIST COMMITTEE V. HERMOSA BEACH CITH SCHOOL DISTRICT C CAPP 46
PROJECT LIST TAXPAYERS V. SAN DIEGO USD C CAPP 44
PROJECT LISTS SAN LORENZO VALLEY COMMUNITY ADVOCATES V. SAN LORENZO VALLEY USD C CAPP 43
PROPOSITION 39 C 1
PUBLIC FUNDS USED TO ADVOCATE BOND MEASURE AG 61
PUBLIC RECORDS ACT WRIT OF MANDATE 2.2.22 CASEP 73
PURPOSE INFORM PUBLIC CONCERNING EXPENDITURES EDC 15278(b) S

37

4
REMEDIES EDC 15284(c) S

37

6
REPORT ANNUAL EDC 15280(b) S

37

5
REPORTS REGULAR EDC 15280(b) S

37

5
RESPONSE TO AUDIT FINDINGS WITHIN THREE MONTHS EDC 15282(a)(2) SBU 30 A
SCHOOL BOND WASTE PREVENTION ACTION EDC 15284 S 14
SCHOOL BOND WASTE PREVENTION ACTION EDC 15284 S 25 8
SCHOOL BOND WASTE PREVENTION ACTION EDC 15284(e) S 37 6
SCHOOL FACILITIES IMPROVEMENT DISTRICT EDC 15271 S 7
SCHOOL FACILITIES IMPROVEMENT DISTRICT EDC 15271 S

37

3
SENIOR CITIZENS ORGANIZATION EDC 15282(a)(2) S

37

5
SEVEN MEMBERS MINIMUM EDC 15282(a) S

37

5
STANDING NONPROFIT CORPORATION EDC 15284 CAPP 44
STANDRDS AND PRODEDURES AUDITS INCLUDE IN AUDIT GUIDE EDC 14502.1(F) S 31 A
STATUE OF LIMITATION 60 DAYS WAS APPLICABLE EDC 15284 CAAP 40
Key Words Code Section Type Folder # Page Note XR
STUDENT COMMUNITY COLLEGE EDC 15282(a)(4) S

37

5
TAX RATE LIMIT SINGLE ELECTION $30/$100,000 EDC 15268 S

37

2
TAX RATE LIMIT SINGLE ELECTION COMMUNITY COLLEGEDISTRICT $25/$100,000 EDC 15270(b) S

37

2
TAX RATE LIMIT SINGLE ELECTION UNIFIED SCHOOL DISTRICT $60/$100,000 EDC 15270(a) S

37

2
TAX RATE LIMITS SCHOOL DISTRICT EDC 15268 S 26
TAX RATE LIMITS UNIFIED SCHOOL DISTRICTS EDC 15270 S 26
TAXABLE PROPERTY HOW CALCULATED EDC 15270(d) S

37

2
TAXPAYERS DIRECTLY PARTICIPATE EDC 15264(b) S

37

1
TAXPAYERS’ ORGANIZATION EDC 15282(a)(3) S

37

5
TECHNICAL ASSISTANCE EDC 15280 S 25 7
TECHNICAL ASSISTANCE EDC 15280(a)(1) S

37

5
TERM 3 YEARS FOR 3 CONSECUTIVE TERMS = 9 YEARS VS.2 YEARS X 3 = 6 YEARS, SANTA CLARITA CCD EDC 15282(a) O 67
TERM 3 YEARS SANTA CLARITA CCD 15282(a) O 68
TERM CBOC MEMBER INCREASE FROM 2 TO 3 (2 YEARS EACH) EDC 15282 SBU 29 A
TERM LIMITS CBOC MEMBERS 1.10.20 EDC 15282(a) AF 54
TERM START NEW BOND MEASURE 15282(A) O 51
TERM TWO YEARS, THREE CONSECUTIVE TERMS EDC 15282(a) S

37

5
TERMS AND MEMBERSHIP REQUIREMENTS EDC 15282 S 25 7
VENDOR NOT ELIGIBLE CBOC EDC 15282(b) S

37

5 x
VIGOROUS EFFORTS EDC 15264(a) S

37

1
VIGOROUSLY INVESTIGATED, PROSECUTED EDC 15264(d) S

37

1
WAIVER NOTE ISSUED PRIOR TO DECEMBER 31, 2013 EDC 15144.3 S 24 2
WASTE OR MISUSE BOND UNDS LAW ENFORCEMENT EDC 18288 S 16
WEBSITE MAINTAINED BY THE GOVERNING BOARD EDC 15280(b) S

37

5

 

Column Key Description
FOLDER TITLE FOLDER TITLE
KEY WORDS KEY WORDS TO FIND THIS DOCUMENT
CODE CALIFORNIA STATUTE REFERENCE
TYPE SEE BELOW
AMICUS BRIEF CABOC AB
AMICUS BRIEF OTHERS ABO
ADAM FERBER OPINION AF
ATTORNEY GENERAL OPINION AG
CALIFORNIA CONSTITUTION C
CABOC OPINION CABOC SUSAN LUSTIG
CASE CASE
CASE (PENDING) CASEP
CASE APPEALS COURT CAPP
DOCUMENT DOC
FIRST AMENDMENT COALIATION FAC
OTHERS OPINION O THIS IS “O” NOT ZERO
STATUTE S
STATUE WITH BACKUP SBU
FOLDER # FOLDER NUMBER STARTING WITH # 1
PAGE PAGE NUMBER WITHIN FOLDER, IF APPLICABLE
NOTE NOTE IF HELPFUL
XR CROSS-REFERENCE ENTRY

 

Note Key Note
A Legislation sponsored by California League of Bond Oversight Committees
B AMENDED THESE EDC SECTIONS: 15102,15106, 15264, 15266, 15268, 15270, 15272, 15274, 15276, 15278, 15280, 15282, 15284, 15288, 35233, 72533