Resources
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Course Description
Videos
CDIAC • California Debt and Investment Advisory Commission
CDIAC • California Debt and Investment Advisory Commission
2021 Fundamentals of Public Funds Investing
Legislative Proposal
https://youtu.be/Sue8bP0Aj2s
Conference Presentations on YouTube — YouTube video needs to be edited for Tom’s presentation
• Memorandum of Understanding. Bylaws by Tom Rubin
https://youtu.be/PVh_955wg0M
Best Practices
FAQs
FAQ 21. Does Proposition 39 require smaller class sizes??
https://www.bondoversight.org/faq21/
FAQ 28. Must CBOC Members Be Residents of the District the School Construction Bonds Are Funding?
https://www.bondoversight.org/faq28/
FAQ 30. May the CBOC Include Members Besides Those Appointed by the District Board?
https://www.bondoversight.org/faq30/
FAQ 46. If the district is under state control and the board has no power, how does the CBOC operate efficiently?
https://www.bondoversight.org/faq46/
FAQ 48. Where do we get training, workshops, and continuous training? Are there other workshops and/or conferences?
https://www.bondoversight.org/faq48/
FAQ 49. Our CBOC is missing a taxpayer group member. Can we still meet without that person and add a member-at-large person?
https://www.bondoversight.org/faq49/
FAQ 57. What is an MOU?
https://www.bondoversight.org/faq57/
FAQ 60. Should Each CBOC Decide if it Wants a Memorandum of Understanding (MOU)?
https://www.bondoversight.org/faq60/
Legal Resources
California Legislative Information
https://leginfo.legislature.ca.gov/
Resources
Best Practices Bond Oversight Committees
Conflict of Interest (Attorney General)
Conflict of Interest (Orange County)
Ed Code – Bond Oversight General Provisions 15264 – 15276
Ed Code – Citizens’ Oversight Committee 15278 – 15282
Ed Code – Bond Accountability 15284 – 15288
Lease Financing Considerations, CDIAC
Lease Financing Legal Foundations, CDIAC
Little Hoover Commission 1999 LAUSD
Little Hoover Commission’s Purpose
Public Funds Advocate Bond Measure
Recommendations for Improvement
School Accounting Manual, Grades K-12
Strict Accountability in Local School Construction Act of 2000
Suggested Memorandum of Understanding Provisions
R2_MOU_Provisions_TR.pdf
Long-Form MOU Between Board of Education and CBOC
R3_MOU_Long-Form_TR-_08.04.21.pdf
CBOC Memorandum of Understanding (MOU) Between Governing Board of School District or Community College
R5_MOU_final_April.1.2022_TMC_.pdf
CalCPA SOC – Auditor’s Perspective on Updated Compliance Audit Guide
https://www.bondoversight.org/wp-content/uploads/2023/04/CalCPA_Auditor_Updates_3.27.23.pdf
CABOC Proposed Addition to 2022-2023 Guide for Annual Audits of K-12 Local Education Agencies and State Compliance Reporting
https://www.bondoversight.org/wp-content/uploads/2023/04/PerformanceAuditGuide_1.26.23.pdf
Capistrano Unified: A Case Study in Opposing Bad Bonds. By Sheridan Swanson. March 14, 2023
https://www.bondoversight.org/wp-content/uploads/2023/04/CaseStudy.pdf
An FAQ on Californian’s Proposition 39 and How if Affects School Districts in on Education PDF
by Nick Marinovich, CABOC and Stephen Bacchetti. October 12, 2021
https://www.bondoversight.org/wp-content/uploads/2021/05/Cashing_in_on_Education-Anton_Jungherr_Interview_Nov2018.pdf
Cashing in on Education PDF. By Brian Krans. November 02, 2018. California’s school bond system is dominated by well–funded private interests and plagued by a lack of oversight.
https://www.bondoversight.org/wp-content/uploads/2021/05/Cashing_in_on_Education-Anton_Jungherr_Interview_Nov2018.pdf
Strategic Plan Presentation January 15, 2022
https://www.bondoversight.org/wp-content/uploads/2022/01/DRAFTStrategicPlanRetreat-Docs27pgs.pdf
Checklist
Example
Course Evaluation
Need to develop