SFUSD Bond Program Citizens' Bond Oversight Committee (CBOC)
The SFUSD Bond Program Citizens' Bond Oversight Committee (CBOC) is enacted by a California law requiring oversight of public school bonds. The CBOC is charged with reviewing the spending of Bond funds and report their findings to the general public. Committee members who represent a variety of interests are appointed by the Board of Education to two-year terms. Meetings are open to the general public. Meeting agendas and minutes are posted on this website. The CBOC is required to follow the Brown Act.
The agenda for the next regular or committee meeting will be posted 72 hours before the meeting is scheduled to occur. Agendas for special meetings are posted at least 24 hours in advance.
For more information on the Bond Program, please visit the Bond website here.
Notice and Agenda for May 03, 2023 CBOC Meeting
Original Notice and Agenda (PDF file for download ONLY. Please use the provided links below in the agenda to access document files.)
NOTICE AND AGENDA
CITIZENS’ BOND OVERSIGHT COMMITTEE (CBOC) MEETING
San Francisco Unified School District
Wednesday May 03, 2023 – 12:00 p.m.
Room 18, Civic Center Secondary School
727 Golden Gate Avenue
San Francisco, CA 94102
(Located on the 1st floor facing the play yard, accessed through the parking lot gate on McAllister St.)
CITIZENS’ BOND OVERSIGHT COMMITTEE (CBOC) MEETINGS ARE HELD IN PERSON WITH OPTION FOR THE PUBLIC TO OBSERVE THE MEETING VIRTUALLY
ADA Accommodations: To request accommodations, please call (415) 355-7364 as soon as possible but at least seventy-two (72) hours prior to the scheduled meeting.
Observe Meetings: To observe the CBOC meeting by video conference, please click here at the noticed meeting time. Webinar Meeting ID: 825 5483 9989, and Password: 289594. It may help to download the Zoom app before the meeting if you don’t have it already. Instructions on how to join a meeting by video conference are available at: Zoom Help Center: Joining A Meeting.
To Listen to The Meeting By Phone: please call at the noticed meeting time (669) 900 9128, then enter Webinar ID: 825 5483 9989, then press “#”. Password: 289594. If asked for a participant ID or code, press #. Get instructions on how to join a meeting by phone.
To Make Public Comment on Agenda Items: The Chair will introduce the item and call for speakers, and staff will indicate who will be speaking next.
- To comment by video conference, click on the Participants button at the bottom of your screen and select the “Raise Your Hand” button to request to speak when Public Comment is being asked for. When called upon, you will be unmuted. After the allotted time, you will then be re-muted.
- To comment by phone, you will be prompted to “Raise Your Hand” by pressing “*9” to request to speak when Public Comment is asked for. When called upon, you will be unmuted. After the allotted time, you will then be re-muted. Instructions of how to raise your hand by phone are available at: Zoom Help Center: Joining A Meeting or Webinar By Phone
AGENDA
- Call to order
- Roll Call
- Approval of CBOC Meeting Minutes: 2023-04-05 CBOC Meeting Minutes
- Public Comment: Members of the public may address the committee on items that are not on the agenda but within the Committee’s jurisdiction. Speakers will be provided one (1) to three (3) minutes each and the 10 minute period will be divided evenly between those wishing to address the committee. As a reminder, California law limits Committee members’ ability to discuss comments or attempt to answer questions during the public comment time on items not on the agenda.
- Action Item: Vote on whether to adopt the Revised CBOC Bylaws (clean) dated April 2023, (Bylaws, redline)
- Review and accept the Revised CBOC Bylaws dated April 2023
- Review and accept CBOC recommending to the Board that 2 positions (financial at least one person with financial expertise; and at least one person with construction/architecture expertise) be added as part of the required CBOC member composition.
- Recommendation for the staff forward to the board
- Action Item: Review and accept the Fiscal Year 2020-21 Financial and Performance Audit Reports
- CBOC member auditor questions and answers from March 2023 Background: At the March 1, 2023 meeting, the CBOC discussed the Presentation on the Fiscal Year 2021 audit reports by Nathan Edelman.
- Question: Does the CBOC accept the Fiscal Year 2021 financial audit reports and the Fiscal Year 2021 Bond Performance Audit Report of the 2006, 2011 and 2016 Proposition A Facility Bond Funds and agree that, based on careful review of the materials provided and information provided by District staff and the auditor, the District was in compliance with the requirements of Article XXIIA, Section 1(b)(3) of the California Constitution?
7. Reports:
- Bond Program Implementation Staff Report
- CBOC Member Report: members provide informational updates relevant to CBOC
- Bylaws Subcommittee report
- Annual Report Subcommittee report
- Membership Subcommittee report
8. Adjournment
CITIZENS’ BOND OVERSIGHT COMMITTEE (CBOC) MEMBERS
Margaret Kammerud
Laurance Lee
Lex Leifheit, Chair
Bree Mawhorter
Ericka Moreno
Richard Rothman
Kimberly Thai
Jamie Querubin
Quincy Yu, Vice Chair
The Citizens’ Bond Oversight Committee is subject to the Ralph M. Brown Act and other open meeting provisions.
Public attendance and comments are welcome at the meeting.
Members
The San Francisco Unified School District (SFUSD) Independent Citizens’ Bond Oversight Committee (CBOC) members as follow:
- Margaret (Meg) Kammerud - Ms. Kammerud is an attorney and general counsel of a high growth cybersecurity startup. She is a parent/guardian of a child enrolled in the district and active in a PTO (appointed October 11, 2022).
- Laurance Lee - Mr. Lee is a licensed general contractor and have been attending CBOC meetings regularly over the past two years. He is active in a taxpayers’ organization and a business organization, and is a representative of the immigrant community (appointed October 11, 2022).
- Lex Leifheit, Chair - Ms. Leifheit is the Senior Business Development Manager for San Francisco's Office of Economic and Workforce Development. In this capacity she supports San Francisco's nonprofit sector through policy development, direct assistance, real estate and capacity investments. Ms. Leifheit is a parent of two children enrolled in SFUSD. She is active in a PTO and active in the environmental community (reappointed March 07, 2023, effective May 05, 2023 to May 04, 2025).
- Bree Mawhorter - Ms. Mawhorter is the Chief Finance Officer of the Office of Community Investment and Infrastructure (OCII). She is a parent of two children enrolled in SFUSD and is active in a PTO (appointed April 06, 2021).
- Ericka Moreno - Ms. Moreno brings over twenty years of public school construction experience, including school bond construction. Ericka lives with her family in the Excelsior. She is a parent/guardian of a child enrolled in the district and active in a Parent Teacher Organization (PTO), and representative of the immigrant community (reappointed March 07, 2023, effective May 05, 2023 to May 04, 2025).
- Jamie Querubin - Ms. Querubin is the Finance Manager at the Treasure Island Development Authority (TIDA), which is dedicated to the economic development of the former Naval Station at Treasure Island. She is also responsible for administering vital municipal services to Treasure Island and Yerba Buena Island. Ms. Querubin is appointed as a member At Large (reappointed March 07, 2023, effective May 05, 2023 to May 04, 2025).
- Richard Rothman - Mr. Rothman is a retired member of the Service Employees International Union (SEIU) Local 1021 and is a member of their Senior and Disability Committee. He is also active in other senior citizens' organizations and is an advocate for the disabled community (reappointed March 07, 2023, effective May 05, 2023 to May 04, 2025).
- Kimberly Thai - Ms. Thai has an M.A. in Organization and Leadership. She is the Team Leader on the Child Care Facilities Fund at Liif (Low Income Investment Fund), a former Executive Director of Bright Horizons, and she lives in the Mission. She is a parent/guardian of two children enrolled in the District and is active in a PTO (appointed October 11, 2022).
- Quincy Yu, Vice Chair - Ms. Yu has a master’s degree in Finance, has owned several small businesses throughout her career, and has been deeply engaged with SFUSD’s governance. She is active in a business organization and is a former SFUSD parent (appointed October 11, 2022).
Meeting Agendas, Minutes, Recordings, and Documents
2023
June 07, 2023 |
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Agenda | Minutes | Video Recording - via Zoom |
Audio Recording - vai Zoom Audio Recording - via device
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Documents |
May 03, 2023 |
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Agenda |
Minutes (TBD) |
Video Recording - via Zoom |
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Documents - Vote on whether to adopt the Revised CBOC Bylaws (clean) dated April 2023, (Bylaws, redline) - Review and accept the Fiscal Year 2020-21 Financial and Performance Audit Reports ( TBD, the final reports will be posted under the ADUIT REPORTS section) - Reports: a. Bond Program Implementation Staff Report |
April 05, 2023 |
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Agenda | Video Recording - via Zoom |
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Documents - Presentation and Discussion Item: Fiscal Year 2021 Staff Financial Report Presentation - CBOC member questions and staff answers from March 2023 - CBOC members questions and staff/auditor answers from March 2023 - Consider approval of the revised CBOC member recruitment process - Reports: |
March 01, 2023 |
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Agenda | Minutes (draft) | Video Recording - via Zoom |
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Documents - Presentation and Discussion Item: FY2021 Staff Financial Report Presentation - FY2020-2021 Independent Financial and Performance Audits i. FY2021 2006 Bond Financial Audit Report (draft) - Reports: |
February 01, 2023 |
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Agenda | Minutes | Video Recording - via Zoom |
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Documents - Action Item: further revisions which are reflected in these Proposed Bylaws, dated February 2023 - Discussion Item: CBOC Member Reappointment and Recruitment (updated copy to be loaded when available) - Discussion Item: Proposed Winter/Spring 2023 work plan and peer district review - Reports: Bond Staff Report - Bond Program Implementation Report |
January 11, 2023 |
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Agenda | Minutes | Video Recording - via Zoom |
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Documents - Discussion Item: Fiscal Year 2021-2022 Annual Report (DRAFT) - Discussion Item: Revised Bylaws (DRAFT Jan. 2023 Revision); CBOC members have proposed amending the current bylaws, revised as of January 11, 2018. - Reports: Bond Staff Report - Bond Program Implementation Report - Informational Item: CBOC Meeting Calendar, 2023 |
2022
November 02, 2022 (Cancelled due to lack of a quorum) |
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Agenda | Minutes |
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Documents |
October 03, 2022 | ||||
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Agenda | Minutes | Video Recording - via Zoom |
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Documents Dissenting Opinion of Passage of CBOC Resolution to Accept FY2019-2020 Audit Findings |
September 07, 2022 | ||||
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Agenda | Minutes | Video Recording - via Zoom |
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Documents |
July 6, 2022 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents 5.a Copy of CBOC Bylaws - Revised 2018-01-11 5.b 20220608 Copy of CBOC Applications for Ann Hsu and CBOC |
May 4, 2022 | ||||
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Agenda | Minutes |
Video Recording (Not available) |
Audio Recording |
Documents SFUSD Memo Re Use of Bond Funds - 3.28.22 |
April 6, 2022 | ||||
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Agenda | Minutes |
Video Recording (Not available) |
Audio Recording |
Documents Draft Resolution to Acknowledge Ann Hsu Presentation SFUSD Bond 2021 Audit Results SFUSD 2006 Bond Financial Audit Draft Report FY2020 SFUSD 2011 Bond Financial Audit Draft Report FY2020 |
March 8, 2022 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents |
February 2, 2022 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents |
January 5, 2022 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents CBOC 2016 Bond Project Change Order Analysis (Second Amended) Reso Reallocating 2016 Bond funds - Amendment (125129.1) |
2021
December 8, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents |
November 10, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents |
October 20, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents (draft) Proposed CBOC Audit Review resolution-v2.0 Presentation: Dawn Kamalanathan to CBOC on Organizational Chart and 2016 Bond |
October 6, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents CBOC Letter to SFUSD Board of Education-v1.0 CBOC Recommendations to SFUSD-v1.1 Prop A 2016 - Board of Education Resolution (full text) |
September 29, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents CBOC Letter to SFUSD Re: CBOC's Independence |
August 23, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents CBOC Letter to SFUSD Re: CBOC's Independence FY 2019 Audit - 2006, 2011, 2016 Prop A Bond Financial Report |
August 9, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents (Performance Audit) Ann Financial Comparisons FY2019 Audit - 2006, 2011 and 2016 Prop A Performance Report |
July 26, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents FY 2018 Audit - 2003, 2006, 2011 and 2016 Bond Financial Report |
June 7, 2021 | ||||
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Agenda | Minutes | Video Recording | Audio Recording |
Documents CBOC bylaws - Revised 2018-01-11 CBOC Meeting Minutes for June 07 2021 |
SFUSD Bond Program Citizens' Bond Oversight Committee (CBOC) Application Form
Thank you for your interest in serving on the SFUSD Citizens’ General Obligation Bond Oversight Committee.
State law and the SFUSD CBOC Bylaws identify "seats" on the CBOC to ensure a balanced representation of interests.
Please submit an application to confirm your eligibility for a recommendation to the SFUSD Board of Education on the CBOC's appointment.
This page was last updated on May 30, 2023