CBOC Oversight - TSS

Maintenance Plans

Carolyn Castillo — Thu, 21 Dec 2023 18:37:51 +0000

This course describes how a preventive maintenance plan is developed and used.

What You’ll learn:

Understand the legal requirements for school facility maintenance and how daily operations and preventative maintenance schedules are managed.

Learn how to use asset management systems and Computerized Maintenance Management Systems (CMMS) to track equipment condition, repairs, and maintenance needs.

Discover the differences between predictive and deferred maintenance plans, including funding sources and legal frameworks supporting them.

Recognize the role of the CBOC and school leadership in overseeing, reporting, and approving maintenance plans to ensure accountability and proper funding.

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Procurement Training

Carolyn Castillo — Thu, 21 Dec 2023 18:06:01 +0000

This course describes the purchasing processes used to issue contracts for building facilities.

What You’ll learn:

Understand the key construction delivery methods used in school facilities projects: design-bid-build, design-build, and lease-leaseback, including their advantages and controversies.

Learn the detailed bid process, including how RFPs/RFQs are prepared, evaluated confidentially, and how fair contract awards are made.

Learn the detailed bid process, including how RFPs/RFQs are prepared, evaluated confidentially, and how fair contract awards are made. Discover how to assess bidders’ qualifications, financial stability, and past performance to ensure successful contract execution.

Gain insights on your role in overseeing procurement, including creating checklists, monitoring project timelines, budgets, and reporting to the public effectively.

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CBOC Website

Ourania Riddle — Fri, 27 Oct 2023 19:27:46 +0000

This course describes what documents must be posted on the CBOC website maintained by the district and how to effectively use the legally required district-provided website to inform the public about CBOC activities.

What You’ll learn:

Discover the legal requirements for Citizens Bond Oversight Committee (CBOC) websites, including transparency mandates under Education Code sections 15280(a) and 15280(b).

Understand the essential documents that must be publicly available on the CBOC website, such as meeting minutes, agendas, reports, and audit results.

Learn best practices for maintaining and organizing the CBOC website to ensure easy public access and compliance with open government standards.

Explore the roles and responsibilities of CBOC members and district staff in managing website content and fostering government accountability.

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Project List

Carolyn Castillo — Wed, 04 Oct 2023 17:46:27 +0000

This course describes what is a project list, where to access the list, and how school districts should use the list.

What You’ll learn:

Understand how school districts develop project lists from capital plans, deferred maintenance, and public facility needs, including high-cost upgrades and replacements.

Learn about funding options for projects, especially bond measures requiring taxpayer approval and the financial implications for the community.

Recognize the importance of public reporting and monitoring to ensure projects are aligned with the approved bond measures and effectively communicated to taxpayers.

Clarify the role of CBOC members in overseeing project implementation, providing feedback, and ensuring transparency without directly selecting or recommending projects.

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Site Visits

Carolyn Castillo — Mon, 02 Oct 2023 19:41:10 +0000

This course will describe why it is essential to hold site visits, what to look for, and red flags.

What You’ll learn:

Understand the importance of site visits for CBOC members to monitor school construction progress, identify red flags, and ensure project transparency.

Learn how to prepare for site visits effectively, including reviewing project scope, schedule, budget, and proper onsite behavior.

Develop skills to inspect both exterior and interior facility conditions, identify hazards like leaks or asbestos, and assess construction quality and compliance.

Gain knowledge on documenting site visits with detailed reports, cost analysis, and observations to provide accurate updates to the public and oversight committees.

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Facilities Master Plan

Carolyn Castillo — Fri, 29 Sep 2023 17:25:17 +0000

This course describes the major components of a Facilities Master Plan and how to review the information.

What You’ll learn:

Understand the purpose and key components of a Facilities Master Plan (FMP), including how it guides long-term school district planning and funding priorities.

Learn how demographics, student population trends, and space standards influence facility needs, modernization, and consolidation decisions.

Gain insight into facilities condition assessments and how these reports support prioritizing maintenance, capital improvements, and bond projects.

Discover the critical role of CBOC members in reviewing the FMP, ensuring alignment with funding sources, and supporting effective public reporting and resource allocation.

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Program Management

Tom Rubin — Tue, 26 Sep 2023 17:44:49 +0000

This course describes the more significant, long-term approach to total facilities management. It comprehends the Facilities Master Plan, which includes the entire facilities needs of the district over a multi-decade period.

What You’ll learn:

Understand the fundamentals of program management and how it integrates multiple projects to meet long-term educational and facilities goals.

Learn how to navigate changing educational needs, demographics, and funding challenges in effective facilities planning.

Gain insight into developing and implementing a Facilities Master Plan, including stakeholder collaboration and translating educational needs into facility requirements.

Discover the process for prioritizing projects, transitioning to ballot measures (Prop 13), and the importance of ongoing community and board engagement in planning.

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Construction Management

Tom Rubin — Mon, 25 Sep 2023 19:04:32 +0000

This course describes the personnel employee and contractor, policies, procedures, systems, and reports utilized to plan and track construction projects.

What You’ll learn:

The critical role of thorough, ongoing documentation during construction, including daily reports, approved plan changes, and progress tracking using modern project management tools.

How to develop and maintain maintenance and servicing schedules, including warranty details, to ensure smooth transition from construction to operation.

The importance of involving the entire school community and district functions early in the design process to meet specific needs for classrooms, arts, libraries, and physical education facilities.

Best practices for preparing key staff like principals and support personnel well before school opening, ensuring stakeholder communication and managing final decisions on school identity elements.

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Controls

Tom Rubin — Mon, 25 Sep 2023 18:54:38 +0000

This course describes the systems, procedures, and personnel used to ensure the projects and program stay on plan and, where there are issues, to identify problems quickly so they can be contained and corrected as early as possible with minimum damage.

What You’ll learn:

Understand the different types of controls essential for bond oversight, including financial controls, project controls, program controls, and internal controls to protect assets and ensure proper use of funds.

Discover the importance of testing and auditing controls regularly, including setting audit scopes, conducting performance audits, and collaborating with internal audit departments for effective oversight.

Gain practical recommendations on developing policies, conducting site visits, performing random tests, and using resources like CABOC to ensure transparency, accountability, and early detection of issues.

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