Bond Oversight Done Right ______ _Issue 63 • September 4, 2023
3rd Annual Statewide Virtual Conference
October 14, 2023 • 10am - 1pm
"Independent Citizens' Oversight Committees"
AGENDA
■ Welcome
■ KEYNOTE: Moss Adams, LLP. Presenters:
• • Stephen Bacchetti, Partner, CPA, CIA, CCA
• • Tammy Lohr, Senior Manager, CFE, ODCP
• • Arthur Ngo, Senior Manager, CPA
"Bond Program Capital Program Management:
Best Practices for Schools and Oversight Committees"
A District’s Bond Program is often its largest expense, but knowing if the investment in capital assets is being efficiently and effectively managed can be difficult. Given the high value, long lifespan, and tangible nature of these capital assets, careful planning are critical for meeting the needs of the community while demonstrating compliant and prudent use of funds.
Our presentation will cover key capital-planning best practices, including the following:
• • Comprehensive and systematic planning
• • Procurement, contract-type strategies, and change orders
• • Cost and budget management

■ The El Rancho Unified School District's Story:
• How One CBOC Member Made a Difference!
■ Ask the Experts Panel with Q&A
■ Bond Oversight Committee Academy Website Goes Live!
■ CABOC Annual Awards
■ Conference Evaluation

Registration on EventBrite
Tickets: $50 Individual • $100 Group tickets good for 2-15 attendees
Seeking Nominations for CABOC Awards
CABOC is soliciting nominees for our Annual Awards for the performance of exemplary bond oversight in six categories. They will be presented at our October 14th Conference. Self-nominations are encouraged. 

  • CABOC Member of the Year: an active member committed to ensuring the independence of the bond oversight committee.
  • CBOC of the Year: a committee that advances bond oversight.
  • District of the Year: an open transparent district that has provided support and documentation for its independent bond oversight committee to perform its duties excellently.
  • CABOC Media: a reporter who has written article(s) focused on school bond oversight. 
  • CBOC Annual Report of the Year (New): Example of an outstanding annual report. 
  • Person of the Year: a person that has contributed to independent bond oversight. 

To submit a nomination please send a brief statement that describes the contributions your nominee has made and include your contact information. Send by September 30, 2023 to: info.caboc@gmail.com
CABOC Conference Video • August 19, 2023
“Supporting New CBOC Members Through Training”
CABOC | California Association of Bond Oversight Committees | E-mail | BondOversight.org