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

2. 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 1  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

3. 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

4. Good Process Builds Trust Site Assessment 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 3 Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Community In formation On-going monitoring Annual Disclosure Facilities Maintenance

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

6. Building the Future for Our Students Site Assessment 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 5 Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Community In formation On-going monitoring Annual Disclosure Facilities Maintenance

7. Education Specifications 6 Educational Specifications Board Standards Community Standards Educational Program Requirements

8. 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

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

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

11. Building the Future for Our Students Site Assessment 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 10 Facilities Inspection Tool (FIT) data Site Assessment of Current Conditions Preliminary Cost Assessments Community Collaboration Community In formation On-going monitoring Annual Disclosure Facilities Maintenance

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

13. 12 Facilities Plan Instructional Needs Community Needs Identification of Unmet Facility Needs Work with City and County RFP for Architect

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

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

16. 15 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