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 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
Jim Varley – Kern Tax
Michael Turnipseed - KernTax
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 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
Site Assessment
Facilities
Inspection
Tool (FIT)
data
Site
Assessment
of Current
Conditions
Preliminary
Cost
Assessments
Community
Collaboration
Educational Specifications
Board
Standards
Community
Standards
Educational
Program
Requirements
Facilities Plan
Instructional
Needs
Identification of
Unmet Facility
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
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Classrooms
Teacher support areas
Library
Auditorium
Playgrounds and fields
Bathrooms
Offices
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Pool
Kitchen
Grounds
Heating systems
Air Conditioning
Plumbing
Electrical systems
Lighting
Roofs
4
Building the Future for Our Students
Site Assessment
Facilities
Inspection
Tool (FIT)
data
Site
Assessment
of Current
Conditions
Preliminary
Cost
Assessments
Community
Collaboration
Educational Specifications
Board
Standards
Community
Standards
Educational
Program
Requirements
Facilities Plan
Instructional
Needs
Identification of
Unmet Facility
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
5
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 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
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 Conditions
Preliminary Cost
Assessments
Educational
Specifications
Board Standards
Community Standards
Educational Program
Requirements
Required By Law
9
Building the Future for Our Students
Site Assessment
Facilities
Inspection
Tool (FIT)
data
Site
Assessment
of Current
Conditions
Preliminary
Cost
Assessments
Community
Collaboration
Educational Specifications
Board
Standards
Community
Standards
Educational
Program
Requirements
Facilities Plan
Instructional
Needs
Identification of
Unmet Facility
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
10
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
Facilities Plan
Instructional Needs
Community Needs
Identification of Unmet
Facility Needs
Work with City and County
RFP for Architect
12
Building the Future for Our Students
Site Assessment
Facilities
Inspection
Tool (FIT)
data
Site
Assessment
of Current
Conditions
Preliminary
Cost
Assessments
Community
Collaboration
Educational Specifications
Board
Standards
Community
Standards
Educational
Program
Requirements
Facilities Plan
Instructional
Needs
Funding Plan
Identification of
Unmet Facility
Needs
RFP for Financial
Advisor (IRMA)
Community
Collaboration
Selection of
IRMA
RFP for
Architect
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
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 and
Taxpayer groups
Community information effort using
LCAP and LCFF Advisory Groups
Development of Funding Plan
15