Annual Reports

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Course Description

This course describes how to prepare the legally required CBOC Annual Report.  

Videos

What is the Purpose of the Annual Report
https://youtu.be/IT9oQc5bOBo

Conference Presentations on YouTube 
•  Committee Operations / CBOC Annual Report presentation by Marcus Crawley
https://youtu.be/PVh_955wg0M

Best Practices

FAQs

FAQ 23. What Can be Funded with Bond Proceeds and What is Not Permitted?

https://www.bondoversight.org/faq23/

FAQ 37. Should a CBOC take legal advice from the school district’s lawyer?

https://www.bondoversight.org/faq37/

FAQ 41. May the CBOC Include Members Besides Those Appointed by the District Board?

https://www.bondoversight.org/faq41/

FAQ 59. What Does CABOC Recommend to Expedite the Annual Report
https://www.bondoversight.org/faq59/

Legal Resources

California Legislative Information 
https://leginfo.legislature.ca.gov/

Resources

Best Practices Bond Oversight Committees
https://www.bondoversight.org/wp-content/uploads/2022/11/Best-Practice-s-Oversight-Committees-SDCTA-5.23.19.pdf

Checklist

Example

Financial Report
https://www.bondoversight.org/wp-content/uploads/2023/12/Financial_Report.pdf

Project Status Update
https://www.bondoversight.org/wp-content/uploads/2023/12/Project_Status_Update.pdf

Tax Returns
https://www.bondoversight.org/wp-content/uploads/2023/12/Tax_Rates.pdf

Course Evaluation

Need to develop