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

Priorities and impressions

Resources and Tools

Current Issues

1

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

it

November 9, 2015

Plan for the Morning

8:35 Identifying NeedsPlanning 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 MatternSchools Legal Service - Bill HornbackDebt Advisory Service – Mark Fulmer

9:40 Resources from County of KernThe Honorable Jordan Kaufman, Kern County

Treasurer-Tax CollectorThe Honorable Mary Bedard, and Janelle

Austin Kern County Auditor-ControllerThe Honorable Jon Lifquist, Kern County

Assessor

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10:10 Relationships with Community Members, Community Organizations & Other AgenciesFacilitator: Jim VarleyJim Varley – Kern TaxMichael Turnipseed - KernTaxDistrict Advisory - Management Consultants 10:30 Financial Planning and vehiclesLori Raineri - Government Financial Strategies 11:00 “Ripped from the Headlines”Lori Raineri - Government Financial Strategies 11:10 Managing Outstanding DebtLori Raineri - Government Financial Strategies 11:25 Closing Remarks

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

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Good Process Builds Trust

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Facilities Inspection Tool (FIT) dataSite Assessment of Current ConditionsPreliminary Cost AssessmentsCommunity Collaboration

Community In formationOn-going monitoringAnnual DisclosureFacilities Maintenance

What is a Site Assessment?Comprehensive Review of School Facilities

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Classrooms Teacher support areas Library Auditorium Playgrounds and fields Bathrooms Offices

Pool Kitchen Grounds Heating systems Air Conditioning Plumbing Electrical

systems Lighting Roofs

Building the Future for Our Students

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Education Specifications

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Educational Specifications

Board Standards

Community Standards

Educational Program Requirements

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

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

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Educational Specifications serve as the link between your educational program and your school facility.

Source: California Department of Education

Facilities

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Educational Specification

Facilities Inspection Tool (FIT) dataComprehensive Assessment of Current ConditionsPreliminary Cost Assessments

Board Standards

Community Standards


Required By Law

Site Assessment Educational Specifications


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Facilities

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The Facilities Plan


Board Standards

Community Standards


Instructional NeedsAssessment of Current FacilitiesDemographic StudyIdentification of Unmet Facility NeedsSchool Facility Needs AnalysisDemographic Study

Part 1

Site Assessment

Part 2 Educational

Specifications

Part 3

Facilities Plan

Facilities Plan

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Facilities Plan

Instructional Needs

Community Needs

Identification of Unmet Facility Needs

Work with City and County

RFP for Architect


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Facilities Planning Process

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Board Standards

Community Standards


Instructional NeedsAssessment of Current FacilitiesDemographic StudyIdentification of Unmet Facility NeedsSchool Facility Needs AnalysisDemographic Study

Site Assessment


Facilities Plan Funding Plan

Evaluate resources availableSelection of FACollaboration with Community and Taxpayer groupsDevelopment of Funding Plan

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Identify and evaluate fiscal resources available

Selection of FA

Collaboration with Community and Taxpayer groups

Community information effort using LCAP and LCFF Advisory Groups

Development of Funding Plan

Funding Plan

Documents

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