CBOC - TSS

Financial Report

Tom Rubin — Thu, 28 Dec 2023 16:41:15 +0000

This course describes what financial reports the CBOC should receive and how to review these reports.

What You’ll learn:

The critical role of the Citizens Bond Oversight Committee (CBOC) in reviewing and reporting on proper expenditure of bond funds to inform the public effectively.

How to implement monthly reviews of financial and management reports, including customized project status and budget reports to identify issues early.

Understanding cash flow projections, contingency planning, and bond issuance schedules to ensure the financial stability of school construction programs.

Best practices for analyzing detailed budget breakdowns and project management data to maintain transparency and fiscal responsibility throughout the bond program.

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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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Public Records

Lucille Lyon — Thu, 21 Dec 2023 17:17:59 +0000

This course describes what the California Public Records Act requests and how to use it to request information about the bond construction program from the district.

What You’ll learn:

Understand the legal responsibilities of CBOC members under the California Public Records Act to ensure transparency and accountability in bond expenditures.

Learn how to define and identify public records in various formats related to school district business, including how to access them.

Gain knowledge of the proper process for making a Public Records Act request, including how to submit, track, and appeal requests.

Discover how committees should respond to public records requests, including timelines, fee structures, and handling denials while protecting confidential information.

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Is Your CBOC Independent

Tom Rubin — Wed, 20 Dec 2023 16:58:28 +0000

This course describes the characteristics of an independent CBOC and how to determine if your CBOC is independent, as required by the Education Code.

What You’ll learn:

Understand the legal importance of CBOC independence and the risks of non-compliance with Prop 39 requirements.

Learn practical tests to ensure your CBOC maintains autonomy, including setting agendas, schedules, and bylaws.

Discover the need for independent legal counsel and adequate district-provided resources for the CBOC’s effective operation.

Gain insight into effective communication with district staff and the importance of site visits for oversight.

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What Additional Resources Can CABOC Provide?

Tom Rubin — Tue, 19 Dec 2023 17:57:13 +0000

This course describes finding additional training materials, information, and resources on the CABOC website.

What You’ll learn:

The variety of resources available through CBOC, including extensive databases, legal documents, and bylaws templates to support committee operations.

How CBOC offers training opportunities like annual conferences, online sessions, and specialized governance information for member development.

Access to a comprehensive library of annual reports, audit reports, and helpful templates for effective oversight and transparency.

The role and benefits of the CBOC help desk service, providing timely assistance and guidance to committee members.

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CBOC Annual Report

Tom Rubin — Tue, 19 Dec 2023 17:54:41 +0000

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

What You’ll learn:

Understand the statutory requirements and best practices for preparing and distributing annual CBOC reports.

Learn about key report contents, including audit results, site visits, tax rates, and project lists.

Discover timelines and recommended deadlines for issuing annual reports to ensure transparency and compliance.

Explore effective strategies for collaborating with district staff and distributing reports to the public.

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How Can We Help?

Tom Rubin — Fri, 15 Dec 2023 20:19:13 +0000

This course describes requesting CABOC for information, support, and advice.

What You’ll learn:

Learn about CABOC’s mission to provide training and support for Citizens Bond Oversight Committees (CBOCs).

Understand how CABOC assists CBOCs with Prop 39 and Prop 2000 requirements.

Find out how to contact and use the CABOC help desk for CBOC support.

Discover the quick, expert help available for common CBOC questions and issues.

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Advanced Training Courses

Tom Rubin — Fri, 15 Dec 2023 17:03:24 +0000

This course describes CABOC plans for advanced courses beyond the twenty-five introductory courses on the website home page.

What You’ll learn:

The importance of advanced training for CBOC members, especially new members and those seeking leadership roles.

Effective strategies for recruiting CBOC members and understanding the content and role of the annual CBOC report.

Key insights into construction management, fraud prevention, and the legal framework guiding school bond oversight.

The role of the CBOC chairperson, various course delivery methods, and the value of attending annual conferences.

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Committee Operations

Mike Frattali — Fri, 08 Dec 2023 04:56:40 +0000

This course describes how to effectively conduct the CBOC meetings, including scheduling, agenda preparation, minutes, backup documents, and rules of procedures.

What You’ll learn:

Understand the importance of the independent status of oversight committees as mandated by the education code and how it supports effective oversight.

Learn the process of preparing and approving oversight committee agendas, including how to incorporate input from committee members and manage remote participation requests.

Discover the key components that must be included in meeting minutes and what should be excluded to maintain accurate and professional records.

Explore the roles and responsibilities of the committee chairperson and secretary in ensuring proper documentation, agenda management, and meeting ratification for accountability.

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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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