Integrity in Debt Planning Public Trust How to

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Integrity in Debt Planning Public Trust, How to Earn it, How to Keep it

Integrity in Debt Planning Public Trust, How to Earn it, How to Keep it Priorities and impressions Resources and Tools Current Issues November 9, 2015 0

Plan for the Morning 8: 35 Identifying Needs Planning Tools - Mark Fulmer New

Plan for the Morning 8: 35 Identifying Needs Planning Tools - Mark Fulmer New needs - John Von Flue Existing needs - Chris Hall 9: 00 Resources from Office of Kern County Superintendent of Schools Facilitator: John Von Flue Fiscal Advisory – Steve Mattern Schools Legal Service - Bill Hornback Debt Advisory Service – Mark Fulmer 9: 40 Resources from County of Kern The Honorable Jordan Kaufman, Kern County Treasurer. Tax Collector The Honorable Mary Bedard, and Janelle Austin Kern County Auditor-Controller The Honorable Jon Lifquist, Kern County Assessor 10: 10 Relationships with Community Members, Community Organizations & Other Agencies Facilitator: Jim Varley – Kern Tax Michael Turnipseed - Kern. Tax District Advisory - Management Consultants 10: 30 Financial Planning and vehicles Lori Raineri - Government Financial Strategies 11: 00 “Ripped from the Headlines” Lori Raineri - Government Financial Strategies 11: 10 Managing Outstanding Debt Lori Raineri - Government Financial Strategies 11: 25 Closing Remarks 1

Integrity? Trust? From Bond Measure to Federal Probe, How Fresno Unified Caught the Eye

Integrity? Trust? From Bond Measure to Federal Probe, How Fresno Unified Caught the Eye of Investigators, October 17, 2015 New Ruling Throws Poway Unified Consultants’ Lucrative Deal Into Question October 21, 2015 SHOULD CRIMINAL CHARGES BE FILED AGAINST THE GUHSD ? February 2015 New CDIAC Findings, October 27, 2015 Whistleblower Allegations Spurs Talk of Forensic Exam West Contra Costa Trustees to Seek Audit of $1. 6 Billion Bond Program April 29, 2015 Securities and Exchange Commission Subpoena of West Contra Costa School District Reveals Scope of Inquiry August 6, 2014 2

Good Process Builds Trust Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions

Good Process Builds Trust Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Educational Specifications Facilities Plan Board Standards Community Instructional Standards Needs Educational Identification of Unmet Facility Program Requirements Needs Community Collaboration Funding Plan Identify available resources Selection of FA Community Collaboration Development of Funding Plan Ongoing Management Community In formation On-going monitoring Annual Disclosure Facilities Maintenance 3

What is a Site Assessment? Comprehensive Review of School Facilities ü ü ü ü

What is a Site Assessment? Comprehensive Review of School Facilities ü ü ü ü Classrooms Teacher support areas Library Auditorium Playgrounds and fields Bathrooms Offices ü ü ü ü ü Pool Kitchen Grounds Heating systems Air Conditioning Plumbing Electrical systems Lighting Roofs 4

Building the Future for Our Students Facilities Inspection Tool (FIT) data Site Assessment of

Building the Future for Our Students Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Educational Specifications Facilities Plan Board Standards Community Instructional Standards Needs Educational Identification of Program Unmet Facility Needs Requirements Community Collaboration Funding Plan Identify available resources Selection of FA Community Collaboration Development of Funding Plan Ongoing Management Community In formation On-going monitoring Annual Disclosure Facilities Maintenance 5

Education Specifications Board Standards Educational Specifications Community Standards Educational Program Requirements ? 6

Education Specifications Board Standards Educational Specifications Community Standards Educational Program Requirements ? 6

The Board’s Role Board’s responsibility to ensure comprehensive support for the Educational and Financial

The Board’s Role Board’s responsibility to ensure comprehensive support for the Educational and Financial Goals set for the District Board’s Responsibility to ensure facilities meet their goals and objectives Board’s Responsibility to ensure safe and productive learning environment for their students and staff. Board’s Responsibility to ensure a productive relationship with the community 7

Educational Specifications communicate what the School District believes is required to support your specific

Educational Specifications communicate what the School District believes is required to support your specific educational program Educational Specifications serve as the link between your educational program and your school facility. Source: California Department of Education 8

Facilities Educational Specification Site Assessment Facilities Inspection Tool (FIT) data Comprehensive Assessment of Current

Facilities Educational Specification Site Assessment Facilities Inspection Tool (FIT) data Comprehensive Assessment of Current Conditions Preliminary Cost Assessments Educational Specifications Board Standards Community Standards Educational Program Requirements Required By Law 9

Building the Future for Our Students Facilities Inspection Tool (FIT) data Site Assessment of

Building the Future for Our Students Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Educational Specifications Facilities Plan Board Standards Community Instructional Standards Needs Educational Identification of Program Unmet Facility Needs Requirements Community Collaboration Funding Plan Identify available resources Selection of FA Community Collaboration Development of Funding Plan Ongoing Management Community In formation On-going monitoring Annual Disclosure Facilities Maintenance 10

Facilities The Facilities Plan Part 1 Site Assessment Facilities Inspection Tool (FIT) data Comprehensive

Facilities The Facilities Plan Part 1 Site Assessment Facilities Inspection Tool (FIT) data Comprehensive Assessment of Current Conditions Preliminary Cost Assessments Part 2 Educational Specifications Board Standards Community Standards Educational Program Requirements Part 3 Facilities Plan Instructional Needs Assessment of Current Facilities Demographic Study Identification of Unmet Facility Needs School Facility Needs Analysis Demographic Study 11

Facilities Plan Instructional Needs Facilities Plan ? Community Needs Identification of Unmet Facility Needs

Facilities Plan Instructional Needs Facilities Plan ? Community Needs Identification of Unmet Facility Needs Work with City and County RFP for Architect 12

Building the Future for Our Students Facilities Inspection Tool (FIT) data Site Assessment of

Building the Future for Our Students Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Educational Specifications Facilities Plan Board Standards Community Instructional Standards Needs Educational Identification of Program Unmet Facility Needs Requirements Community Collaboration RFP for Architect Funding Plan RFP for Financial Advisor (IRMA) Selection of IRMA Community Collaboration Development of Funding Plan Ongoing Management Community In formation On-going monitoring Annual Disclosure Facilities Maintenance 13

Facilities Planning Process Site Assessment Facilities Inspection Tool (FIT) data Comprehensive Assessment of Current

Facilities Planning Process Site Assessment Facilities Inspection Tool (FIT) data Comprehensive Assessment of Current Conditions Preliminary Cost Assessments Educational Specifications Board Standards Community Standards Educational Program Requirements Facilities Plan Instructional Needs Assessment of Current Facilities Demographic Study Identification of Unmet Facility Needs School Facility Needs Analysis Demographic Study Funding Plan Evaluate resources available Selection of FA Collaboration with Community and Taxpayer groups Development of Funding Plan 14

Identify and evaluate fiscal resources available Selection of FA Funding Plan Collaboration with Community

Identify and evaluate fiscal resources available Selection of FA Funding Plan Collaboration with Community and Taxpayer groups Community information effort using LCAP and LCFF Advisory Groups Development of Funding Plan 15