July - December 2022
CHIEF BUSINESS OFFICIAL
BUSINESS EXECUTIVES LEADERSHIP PROGRAM
Accelerated 2022 Virtual Cohort PATHWAY TO THE CASBO CBO CERTIFICATION
certification@casbo.org
(916) 447-3783
casbo.org
CBO Program Business Executives Leadership Accelerated 2022 Virtual Cohort July 11 – December 19, 2022
Program Syllabus Table of Contents Program Overview and Purpose Participant Guide Qualifications Expectations Program Celebration and Recognition CBO Examination and Certification
Competency Areas Competency Content Descriptions Leadership and Governance School Finance, Budget Development and Accounting Public Relations Human Resources and Collective Bargaining Information and Technology Services Principles of School Law Special Education Procurement / Facilities / Debt Financing Charter Schools Risk Management / District Operations (Maintenance & Operations and Pupil Transportation) Child Nutrition Pathway to the CASBO CBO Certification CBO Certification Examination Eligibility CBO Certification Application and Renewal Accelerated Program Schedule
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PROGRAM OVERVIEW AND PURPOSE Founded in 2015, the California Association of School Business Officials (CASBO) Business Executives Leadership (BEL) Program is an intensive program that creates a training pathway for those who seek, or already hold, the position of chief business official (CBO). The BEL Program is competency-based, with competency areas and multiple objectives associated with each area of practice, and is designed to provide a defined and structured path toward achieving the training required to apply for the CASBO CBO Certification. To be successful, it is essential that you attend each scheduled meeting within this BEL Program session and complete all assignments and assessments. CASBO is not able to guarantee opportunities to make up course content or lost participation within any annual calendar year. Should you miss any competency areas, you must work with your cohort to gain the knowledge and make up the activities. The facilitator is not responsible for informing you of the content you missed. It is our desire to continually improve the CASBO CBO Program to better meet learners needs and we require evaluations of the content and instructors following each course and at program completion. Additionally, all learners must complete a self-assessment. The BEL Program is designed to be a well-articulated and focused professional learning and growth experience. We are honored to be your partner, and it is our sincere desire that it provides you with the training you need to gain new insights and leadership abilities, as well as develop a strong professional network of peers and instructors who will assist you throughout your career in reaching your personal and professional goals.
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PARTICIPANT GUIDE QUALIFICATIONS •
Desire to learn and advance in your current position serving as, or to promote your career toward becoming, a certified CBO
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Commitment to attend and actively participate in all scheduled program meeting dates and complete all competency requirements
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Access to a laptop computer equipped with a webcam and Wi-Fi
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Basic skills needed to use a learning management system (e.g., CASBO Online or Google Classroom); and other software, including but not limited to Word, Excel, PowerPoint, etc.
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Commitment to practice professional conduct in your interactions with other students, instructors and guests
EXPECTATIONS Attendance Attend all scheduled program meeting dates during your schedule cohort, whether in person or virtually. We understand that there are extraordinary circumstances that may require you to miss class. You must inform CASBO staff and your facilitator prior to missing class. There are no make-ups. Tuition includes only courses offered during your scheduled cohort. 2022 Accelerated CBO cohort, July - December 2022, held three (3) Monday evenings/month from 5:30 – 8:30 p.m. (Virtual Live Format). Please confirm all dates on your calendar. July 11, 18, 25 August 8, 15, 22 September 12, 19, 26 October 10, 17, 24 November 7, 28 Wednesday, November 16 (full day, in-person, prior to the CASBO CBO Symposium in Monterey) December 5, 12, 19 Assignments •
Submit assignments by the due dates established by the facilitator (extensions must be pre-approved by the facilitator)
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Demonstrate mastery of course content by completing all assignments
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Complete additional, self-guided content areas, as assigned, outside of class during your program schedule. For 2022, these areas include: o o o o o
Legal Aspects & Hands-On Accounting for Student Body Organizations Purchasing / Warehousing Year-End Closing Entrepreneurship Strategic Planning
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o
The History of School Finance
Content may be offered asynchronously as workshops or webinars, either live or ondemand via our learning management system, CASBO Online. You must complete these courses during your CASBO CBO cohort dates in order for them to be included in your tuition and to receive verification of program completion. Assessments •
Participate in peer or group review of designated assignments by the due dates
PROGRAM CELEBRATION AND RECOGNITION By completing the BEL Program, you will join an exclusive cohort of leaders who will be recognized for their achievement, not only within their own program sessions but also at the CASBO 2023 Annual Conference & California School Business Expo in Long Beach.
CBO EXAMINATION AND CERTIFICATION Following successful completion of all requirements of the CASBO CBO BEL program, you will be eligible to sit for the CASBO CBO Certification examination. (Additional fees apply.)
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COMPETENCY AREAS 1. Leadership and Governance a. Leadership Enhancement / DiSC Strengths Assessment b. Governance c. Leadership d. Ethical Standards for the Profession e. School Legislation 2. School Finance, Budget Development and Accounting a. Introduction to School Business b. Budgeting (Parts I and II) c. LCFF Basics d. Read, Analyze and Present Financial Reports e. Student Achievement / LCAP / Dashboard f. School Auditing g. Legal Aspects & Hand-On Accounting for Student Body Organizations* h. Year-End Closing* i. School Accounting j. Fiscal Solvency / AB1200 k. The History of School Finance 3. Public Relations a. Public Relations and the CBO 4. Human Resources and Collective Bargaining a. Human Resources Management b. Collective Bargaining Basics c. Collective Bargaining Fiscal Topics 5. Information and Technology Services a. Technology and Education 6. Principles of School Law 7. Special Education 8. Procurement / Facilities / Debt Financing a. Purchasing / Warehousing* b. Facility Planning / Construction c. Debt Financing 9. Charter Schools 10. Risk Management / District Operations (Maintenance & Operations and Transportation) a. Risk Management b. Maintenance & Operations c. District Operations and Pupil Transportation 11. Child Nutrition *Self-guided content areas for the 2022 CASBO CBO Program
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COMPETENCY CONTENT DESCRIPTIONS LEADERSHIP AND GOVERNANCE Description Personal leadership is the art of motivating a person or a group of people to act toward achieving a common goal or objective. Organizational leadership expands the concept to include the development of effective strategies to meet the needs of the entity. Leaders are inspiring, thoughtful, focused and able to leverage the skill sets of others in a way that enhances their contribution to the whole. Sessions • • • •
Leadership Enhancement / DiSC Strengths Assessment Governance Leadership Ethical Standards for the Professional
Objectives •
Assess personal strengths and weakness as they relate to the role of the CBO
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Build a professional network
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Identify the leadership characteristics/qualities of a strong CBO
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Understand educational governance and the role of school boards
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Build positive relationships among and between the business office, superintendent, human resources, educational services, school site principals, school board members and the community
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Apply the concepts of strategic planning, Local Control Accountability Plan (LCAP) development and administration
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Evaluate systems and data to lead to a continuous improvement process
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Understand the structure and mechanics of the legislative process and apply them to budget development, strategic planning and support-program planning that leads to successful student achievement
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SCHOOL FINANCE, BUDGET DEVELOPMENT AND ACCOUNTING Description School finance is the organizational process by which revenues are generated, distributed and expended for the operational and capital support of public education. The individual primarily responsible for management and administration of the school finance system is the CBO, who must have a working knowledge of all components of the business office, including budget development, monitoring and review, as well as all business accounting functions. When combined under a single organizational umbrella, all components of school finance combine to create a system that supports the educational process for all children. Sessions • • • • • • • • • •
Introduction to School Business Budgeting (Parts I and II) LCFF Basics Student Achievement / LCAP / Dashboard School Auditing School Accounting Legal Aspects & Hands-On Accounting for Student Body Organizations Year-End Closing Fiscal Solvency / AB1200 The History of School Finance
Objectives •
Define types of budgets, budget controls and monitoring
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Prioritize components when allocating resources
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Identify the main elements in budget management
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Explain the critical responsibilities of the CBO, the board and the superintendent in the budget development process
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Demonstrate how to align board goals to the Local Control Accountability Plan (LCAP)
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Create an annual budget calendar and understand the budget cycle, including interim reports and other deadlines
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Assess enrollment projections, including how declining enrollment affects the local education agency (LEA)
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Establish revenue projections and expenditures, including Local Control Funding Formula (LCFF) calculations for the current budget year and two subsequent years (i.e., Multi-Year Projection [MYP])
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Formulate accurate and timely financial information to support LEA goals and objectives
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Draft budget assumptions and translate state budgetary changes to the budget
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Learn the importance of a strong position control system
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Understand statutory budget reserve requirements
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Understand Assembly Bill 1200 (AB1200) and its various components, including the history and process of the bill, along with current information for district LCAP approval
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Understand interim budget certification for the LEA: positive, qualified or negative
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Identify financial trouble (e.g., negative cash flow, insolvency, etc.) and how to resolve
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Follow LEA audit requirements and steps that must be taken to prepare for an audit and correct any audit identified deficiencies
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Understand the Standardized Account Code Structure (SACS), Governmental Accounting Standards Board (GASB) and other post-employment benefits (OPEB) guidance and how to prepare statements according to current standards
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Prepare and report financial statements to the California State Board of Education/ California Department of Education (CDE) and the LEA’s county office of education during the fiscal year
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Understand the critical role that accurate payroll, retirement payment and other regulatory reporting has on the LEA’s budget
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Understand the importance of a sound audit from the CBO’s perspective
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Demonstrate competence in cash flow, cash vs. accrual, and balance sheet transactions
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Define concepts of internal control and fraud vs. embezzlement
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Recognize accounts receivable/accounts payable and liabilities that carry over to a new fiscal year
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Manage the process of closing the books and avoiding year-end surprises
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PUBLIC RELATIONS Description Public relations is a strategic communication process that builds beneficial and positive relationships between organizations and their constituents, partners and communities. Effective public relations help the local education agency (LEA) cultivate a positive reputation with the public through various internal and external communications, including traditional media, social media and in-person engagements. They also help the LEA defend its reputation during a crisis that threatens its credibility and/or the safety of students and staff. Session •
Public Relations and the CBO
Objectives •
Build a communications plan in support of the LEA’s goals, spending and negotiations
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Develop plans for managing public information related to school and community relations
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Write statements and shape message points
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Practice difficult and confrontational situations
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HUMAN RESOURCES AND COLLECTIVE BARGAINING Description The human resources function ensures that the local education agency (LEA) can attract, hire and retain high-quality staff that supports all of the functions of the LEA. Efficient and effective human resources is essential to maintain a quality workforce, mitigate organizational risk, interpret and communicate board policy, maintain processes and procedures consistent with legal and professional aspects of employment, and administer the collective bargaining contract. Sessions • • •
Human Resources Management Collective Bargaining Basics Collective Bargaining Fiscal Topics
Objectives •
Identify inherent problems facing personnel/business (payroll) departments
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Provide ideas for resolving inter-departmental problems
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Understand best practices regarding human resources and business office management
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Illustrate a strong position control system
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Learn employee termination and timelines, classified layoffs and seniority lists
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Define operations of a merit system and personnel commission
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Manage and develop personnel on a team and delegate work
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Assess the FRISK™ (facts/rule/impact/suggestion/knowledge) process
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Discuss collective bargaining in the context of the Local Control Funding Formula (LCFF) and Local Control Accountability Plan (LCAP)
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Prepare for collective bargaining, including choosing and assembling appropriate team members
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Prepare communications that connect negotiations to the organization’s LCAP and education goals
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Understand the negotiation process, including impasse, fact finding and resolution
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Identify characteristics that influence fiscal negotiations
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Build offer on comparisons
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Negotiate health and welfare benefits
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Learn how step and column is calculated
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Define salary details to impact competitiveness
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Refine communications, particularly during a difficult negotiation process
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INFORMATION AND TECHNOLOGY SERVICES Description Information and technology (IT) services span both the business and the educational applications for the local education agency (LEA). Typical business functions include maintenance of the LEA’s financial system; employee data management; and the procurement and support of all related software, hardware, licensing and user support, and training. In addition to implementation and support of classroom technology to enhance student learning, educational IT includes data analysis via the California School Dashboard, management of student information systems, integration of California Longitudinal Pupil Achievement Data System (CALPADS) and monitoring of student records. Session •
Technology and Education
Objectives •
Understand school technology infrastructure, policy and regulations
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Develop technology plans with solid communication, decision-making, funding and purchasing
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Learn best practices around implementation, accountability and reporting requirements
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Identify and prepare for technology-related political implications
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Summarize (IT) knowledge
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Prepare a cybersecurity plan to protect systems from ransomware and cyberattack
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Create bid requirements and requests for proposals for purchasing and financing IT systems
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Evaluate the role of IT systems in school business and in meeting LEA academic and program goals
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Mitigate problems with LEA technology, including forensics and employee privacy
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Assess management information systems (MISs) and the integration of business, human resources, payroll and student information
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PRINCIPLES OF SCHOOL LAW Description California education is governed by laws and regulations that are primarily contained in the California Education Code and the Government Code. Local education agency (LEA) policies, procedures and regulations conform with the information contained in these documents, as well as a variety of other local, state and federal regulations. Most LEAs obtain legal services either with internal or external counsel. The business office often obtains and manages professional services contracts to support the LEA’s legal needs. Session •
Principles of School Law
Objectives •
Identify common labor and employment issues
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Learn legal requirements for hiring, managing and releasing school employees
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Understand proper prevention and responses to the Americans with Disabilities Act (ADA), the California Fair Employment and Housing Act (FEHA), discrimination and sexual harassment claims, and other legal updates
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Apply appropriate laws and strategies for labor relations within the Local Control Funding Formula (LCFF)
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SPECIAL EDUCATION Description All children have access to a free and equal education under the law including individuals with disabilities. Services for students with disabilities are described and dictated in the federal Individuals with Disabilities Education Act (IDEA). Programs developed by the state and local education agencies (LEAs) that must conform to IDEA include identification, monitoring and reclassification of children in a variety of educational environments that are not restrictive and integration of all students, to the extent possible, into a seamless system that delivers instruction and support. The management of resources dedicated to special education is challenging to LEAs and involves the business office at a variety of levels within and outside the LEA. Session •
Special Education
Objectives •
Understand the legal aspects of special education, including Section 504 of the Rehabilitation Act of 1973 — Free Appropriate Public Education (FAPE)
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Grasp the language, history and impact of California special education legislation
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Understand cost containment, the Individualized Education Program (IEP) process, Section 504 compliance, IDEA, due process, settlement, cost analysis, mediation process, 10-day statutory offers, finances and litigation
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Assess special education finance, including contribution and Maintenance of Effort (MOE)
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Define Special Education Local Plan Areas (SELPAs)
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Designate mandatory general fund contribution
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Forecast changes to special education and funding
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Apply staffing ratios that align with applicable laws / codes and local bargaining agreements.
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PROCUREMENT / FACILITIES / DEBT FINANCING Description Educational finance includes many ancillary functions that are essential to the operation of the local education agency (LEA). Procurement involves purchasing, bidding, management of requisitions and purchase orders, warehouse functions, and vendor outreach and development. Facilities involves maintenance & operations, transportation and custodial services, and construction and modernization of all school buildings and structures. Lastly, most LEAs have the need to incur and manage debt that might include Certificates of Participation (COPs), Tax Revenue Anticipation Notes (TRANs) and other debt instruments that involve the use of bond counsel, financial advisors and underwriters. Sessions • • •
Purchasing / Warehousing* Facility Planning / Construction Debt Financing
Objectives •
Understand the CBO’s role in public works
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Review state and local funding sources for school construction
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Review history and legislation that impacts school facilities (i.e., Williams Settlement, Proposition 39, Senate Bill 50, etc.)
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Review California Uniform Public Construction Cost Accounting Act (CUPCCAA)
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Learn the bond process, including key players
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Identify best practices in planning, managing and finishing construction projects
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Explain the basics and evaluate the cost of debt financing
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Assess debt analysis
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Identify the members of a financial services team
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Learn commonly used debt instruments
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Understand post-issuance debt administration
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Grasp key terms and concepts including Capital Appreciation Bonds (CABs), Convertible Capital Appreciation Bonds (CCABs), Current Interest Bonds (CIBs), COPs and Bond Anticipation Notes (BANs)
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Understand overall LEA organization and the placement of the purchasing department
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Recognize general and ethical best practices in purchasing
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Learn the process and methods of a successful purchasing department
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Explain the difference between competitive bids/quotes
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Define requests for proposals (RFPs), contracts and bids
*Self-guided content areas for the 2022 CASBO CBO Program
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CHARTER SCHOOLS Description Thirty years ago, the California Legislature approved the Charter Schools Act of 1992, becoming only the second state to enact laws supporting the creation and funding for children in charter school programs. The petition, renewal and oversight processes of charter schools that are authorized by local education agencies (LEAs) are among the elements within the purview of the business office. Charter school funding, facilities, in-lieu tax calculations, oversight and evaluation, as well as the development of memoranda of understanding (MOUs) are all important elements that are key to the relationship between the charter authorizer and charter entity. Charter schools are a part of the public-school system and serve children in all grades consistent with their program objective and outcomes. Session •
Charter Schools
Objectives • • • • • •
Review the Charter’s Schools Act, Proposition 39 and the implementing regulations Explore fiscal oversight and roles of the authorizing LEA and the charter school itself Review the oversight responsibilities and obligations to ensure charter school success Review fiscal oversight responsibilities and best practices Learn how charter school facilities are acquired and funded Learn the fiscal impact on authorizers and charter schools
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RISK MANAGEMENT / DISTRICT OPERATIONS (MAINTENANCE & OPERATIONS AND PUPIL TRANSPORTATION) Description District operations are a large part of a CBO’s role and responsibilities. The LEA is responsible for maintaining investment by the taxpayers’ of California, maintaining the District’s buildings and grounds. The operations and management should minimize risk and support all functions for learning in the classroom. Risk management is the process by which local education agencies (LEAs) attempt to limit and manage their potential liability for facilities, programs and employees. Risk management is associated primarily with maintenance & operations, with human resources involved as part of a coordinated effort. Maintenance & operations is tasked with the care of all facilities services, including custodial, construction, compliance with applicable policies and law, modernization, and property management. Maintenance & operations supports LEA transportation that involves route management, vehicle maintenance, driver preparation, and training and certification of staff and equipment. Sessions • • •
Risk Management Maintenance & Operations District Operations and Pupil Transportation
Objectives •
Review the history of transportation and its funding sources
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Identify the role of purchasing relative to buses, fuel, parts, equipment and services
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Learn about alternative fuels and the role of the California Air Resources Board (ARB) relative to vehicle emissions
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Explore the availability of grants for buses and equipment
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Assess the legal and regulatory requirements of vehicle maintenance and California Highway Patrol (CHP) safety inspections, as well as their importance
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Explain the statutory and regulatory rules governing transportation, including the role of the CHP, the California Department of Education (CDE) and bus driver licensing requirements
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Apply best practices to statutory and regulatory LEA policies for regular and special education route service, athletic trips, field trips and bus conduct of students and drivers
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Comprehend the liability and exposure the LEA faces when operating pupil transportation
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Understand routing procedures, operational requirements and the role of integrated technology in pupil transportation
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Consider the typical requirements of operating an “industrial facility”
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Manage human resources challenges when the LEA operates a pupil transportation program, including staffing issues and collective bargaining
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Consider various methods of pupil transportation, such as LEA-operated or cooperative models that include Joint Powers Agreements (JPAs), contracted service, and utilization of non-school bus vehicles and parent drivers
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Define goals of a successful maintenance & operations department
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Understand the role of maintenance & operations in the Local Control Accountability Plan (LCAP)
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Review the Williams Settlement and other facilities policies and rules
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Integrate the work of the LEA’s comprehensive facility master plan, deferred maintenance plan and school facility needs analysis
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Evaluate data and trends to improve operations (continuous improvement model)
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Apply the risk management process and how to conduct the five steps
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Review property liability and workers’ compensation insurance programs
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Make recommendations for risk management programs, implementation and monitoring
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Consider that based on LEA needs, risk management can fall under the human resources or financial services departments
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Facilitate and develop action plans to respond to legislative updates
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CHILD NUTRITION Description Healthy meals can be provided to children in California within a variety of state and federal programs, including the National School Lunch Program (NSLP), the School Breakfast Program (SBP), the Child and Adult Food Care Program (CACFP), the Summer Food Service Program (SFSP) and the Seamless Summer Option (SSO). All programs have requirements and funding specifics, but they are designed to coordinate the planning, management and delivery of healthy meals to children. Food service management and delivery in local education agencies (LEAs) can take many forms and may include both internal and external contracts and relationships. The laws and regulations related to child nutrition are significant and involve the business office, as well as many other divisions within the educational system. Session •
Child Nutrition
Objectives •
Understand federal and state reimbursement programs, composition of meals, competitive food sales, allowable expenditures and unduplicated counts
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Explore the relationship between the district’s unduplicated count and collection of meal applications.
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Calculate cost per meal, including labor, materials, etc.
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Avoid food services encroachment on the general fund
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Prepare public relations communications of food service activities and parent involvement
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Implement ServSafe® food handler program requirements
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Explore various food service models
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PATHWAY TO THE CASBO CBO CERTIFICATION For the period July 11, 2022 - December 31, 2022 CBO CERTIFICATION EXAMINATION ELIGIBILITY Completion of the CASBO CBO BEL Program automatically qualifies you to sit for the CASBO CBO Certification exam. The exam must be taken within 30 days of completion of the program. (Additional exam fees apply.)
CBO CERTIFICATION RENEWAL After successfully passing the CASBO CBO Certification exam, renewal is required for maintaining the certification. To remain active and in good standing, you must: 1. Renew the certification every four (4) years; 2. Obtain the required professional development necessary to earn fifty (50) continuing education units (CEUs) during each four (4)-year period and demonstrate application of knowledge within defined competency areas; and 3. Pay the required renewal fee.
CHIEF BUSINESS OFFICIAL BUSINESS EXECUTIVES LEADERSHIP PROGRAM
Accelerated 2022 Virtual Cohort
July - December 2022
ACCELERATED PROGRAM SCHEDULE 7/11/2022
5:30 - 7:30 p.m.
Orientation and the Role of a CBO
7/11/2022
7:30 - 8:30 p.m.
State Budget Update
7/18/2022
5:30 - 6:30 p.m.
School Legislation
7/18/2022
6:30 - 8:30 p.m.
Leadership Assessment
7/25/2022
5:30 - 8:30 p.m.
Read, Analyze & Present Financial Reports
8/8/2022
5:30 - 8:30 p.m.
Budgeting Part I
8/15/2022
5:30 - 6:30 p.m.
LCFF Basics
8/15/2022
6:30 - 8:30 p.m.
Budgeting Part II
8/22/2022
5:30 - 7:30 p.m.
Student Achievement / LCAP
8/22/2022
7:30 - 8:30 p.m.
Budgeting for Equity
9/12/2022
5:30 - 8:30 p.m.
Public Relations and the CBO
9/19/2022
5:30 - 8:30 p.m.
School Accounting
9/26/2022
5:30 - 7:30 p.m.
School Auditing
9/26/2022
7:30 - 8:30 p.m.
Collective Bargaining Basics
10/10/2022
5:30 - 7:00 p.m.
Technology and Education
10/10/2022
7:00 - 8:30 p.m.
Ethical Standards for the Profession
10/17/2022
5:30 - 8:30 p.m.
Human Resources / Management
10/24/2022
5:30 - 7:00 p.m.
Principals of School Law
10/24/2022
7:00 - 8:30 p.m.
Debt Financing
11/7/2022
5:30 - 8:30 p.m.
Facility Planning & Construction
11/16/2022*
9:00 a.m. - 7:00 p.m.
Leadership, Fiscal Solvency, Collective Bargaining
11/28/2022
5:30 - 7:00 p.m.
Risk Management
11/28/2022
7:00 - 8:30 p.m.
Special Education
12/5/2022
5:30 - 7:00 p.m.
Charter Schools
12/5/2022
7:00 - 8:30 p.m.
Child Nutrition Services
12/12/2022
5:30 - 8:30 p.m.
M&O / Transportation / District Operations
12/19/2022
5:30 - 8:30 p.m.
Interview, Resume and Cohort Celebration
*Session will be held IN PERSON, onsite and just prior to the CASBO 2022 CBO Symposium in Monterey
certification@casbo.org
(916) 447-3783
casbo.org