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SJUSD Measure F

Citizens' Bond Oversight Committee

MINUTES

(Approved)

December 12th, 2005

District Headquarters

855 Lenzen Avenue, San Jose

 

1.Call to Order

Chairman Rice called the meeting to order at 6:06 p.m.

 

2.Roll Call:  The requirements for a quorum were met.

Committee Members Present:  Allen Rice, Greg West, David Persselin, Stephen Bantillo, David Ginsborg, Ed Ikeda, Paul Manley, Paul Polk, Alan Williams.

 

Committee Members Absent: Dave Ferguson, Wolde Loul Kassa.

 

Board of Education Representatives to the Committee:  Veronica Lewis.

 

SJUSD Staff Representatives Present:  Ann Jones, Ty Williams, and Ada Poon.

 

Program Management:  Susan Davenport and Bob Fuselier of Kitchell CEM.

 

3. Adopt Agenda

To allow for Mr. Manley's need to leave the meeting early, proposed item 9.5 was moved to the top of the New Business section of the agenda.  It was moved (Bantillo) and seconded (West) to adopt the revised agenda.  Motion passed unanimously.

 

4. Approval of Minutes

It was moved (Ginsborg) and seconded (Polk) to accept the Minutes of the October 17th meeting as presented and post them to the website.  Motion passed unanimously.

 

5.Public Comment.  None.

 

6.Consent Calendar – Items marked (*) (Items 8.1, 9.1 and 9.2)

It was moved (Ginsborg) and seconded (Bantillo) to approve the consent calendar.  Motion passed unanimously.

 

7.Special Business.  No Items.

 

7.1      Report on Status of CBOC Membership

Ann Jones reported that the District has had limited response to its advertisements for new CBOC members, and consequently will be asking the Board to consider reducing the size of the CBOC from the present maximum of fifteen members to no more than nine at its meeting on January 19, 2006.  Ms. Jones also reported that one candidate will be presented to the Board for appointment to the CBOC at that same meeting.

 

Ms. Myers expressed the concern that the geographic quotas for CBOC membership may be partially responsible for shrinking the pool of potential candidates.  Mr. Rice recalled that the geographical restrictions were imposed by the Board, and are not mandated by the State.  He also noted that past recruiting efforts demonstrated the feasibility of filling a fifteen-member CBOC, and pointed out that reducing the size would potentially result in a loss of the committee's effectiveness.  Veronica Lewis said that she would review the evolution of the Board's policy on this subject at the January 19 meeting, and Ms. Jones agreed to circulate staff's recommendation to the Board, along with the Board's policy and regulations to the CBOC members prior to that meeting.

 

It was moved (West) and seconded (Ikeda) to accept the Report on Status of CBOC Membership.  Motion passed with one vote against and one abstention.

 

8.New Business

 

8.1      Measure F Staff Report

Ty Williams summarized the report on staff's attempts to quantify the effect of the Division of the State Architect's (DSA's) increased plan review durations on project delays (Exhibit 8.1).  In particular, he noted that it is difficult to estimate the impact of any one factor on project timelines or bid results.  He also emphasized that DSA has been a helpful partner to the District in many cases, and cautioned against compromising that good relationship by trying to use the Board's political leverage to influence DSA policy.  Mr. Williams suggested that the best strategy for avoiding delays would be better advance planning to provide DSA with adequate time for plan review.  At Mr. Ginsborg's request, Ms. Lewis clarified that the District has not previously participated in lobbying for DSA funding legislation.  Mr. West indicated he thought it might be beneficial to assist DSA in obtaining adequate staffing.  Returning to Mr. William's suggestion, Bob Fuselier noted that the Measure F program is currently well positioned to implement better advanced planning.

 

It was moved (Ginsborg) and seconded (Williams) to accept the Measure F Staff Report.  Motion passed unanimously.

 

8.2       (*) Measure F Project Overview and Status.  This report (Exhibit 8.2, 8.2a) was accepted on consent agenda.

 

  1.  CBOC Member & Sub-Committee Reports.

 

9.1       (*) Chair's Report.  This report (Exhibit 9.1) was accepted on consent agenda.

 

9.2       (*) CBOC Web Liaison.  This report (Exhibit 9.2) was accepted on consent agenda.

 

9.3       Report from CBOC Web Page Director

Mr. Rice delivered the first set of instructions to the District (Exhibit 9.3) as part of the process of getting the website up to date.  It was moved and seconded to accept the Report from CBOC Web Page Director.  Motion passed unanimously.

 

9.4       Report from Annual Report Committee.

Mr. Ginsborg presented a sample of school site pages from the draft Annual Report (Exhibit 9.4) and suggested that the summary for each school be reduced from two pages to one page, providing an illustrative handout.  Mr. West suggested that a cover page to the report could present an overview and be used as a press release.  Mr. Rice added that such an overview would highlight CBOC activities during the year, and agreed to provide the initial draft.  Alan Williams suggested that some of the terms used in the Annual Report would need to be defined, and Mr. Rice thought that could be accomplished by adding a glossary at the back of the report.

 

Mr. Pizzo commented that he liked the draft format, and suggested that the overview include discussion of any school openings, school closings, consolidations, or changes to campus configurations that had occurred during the year.

 

Susan Davenport explained that the school summaries show expenditures but do not include encumbrances, and noted that both month and year could be shown for project start dates.  Ms. Davenport also clarified that the expenditures and budgets only include Measure F funds, rather than incorporating all of the available funding sources.  Ada Poon pointed out that the draft does not include program costs, and Mr. Ginsborg agreed that program costs would be shown on a separate page.  Mr. Bantillo, Mr. Polk and Mr. Williams will assist Mr. Ginsborg in preparing the Annual Report.

 

Committee members discussed whether the report should cover a fiscal year to provide comparability with the financial and performance audits or provide the most recent four quarters of information.  After some discussion of the two alternatives, it was moved (Ginsborg) and seconded (Bantillo) to use fiscal year data.  Motion passed with two votes against.

 

It was moved (West) and seconded (Polk) to accept the Report from the Annual Report Committee.  Motion passed unanimously.

 

9.5       Report from Delegates to Performance Auditor.  (This item was handled prior to item 8.1 in the meeting business.)

Paul Manley summarized the auditor's four findings.  Mr. Manley also told the committee that he had posed twelve questions to the auditor regarding prevailing wage.  He acknowledged that the auditor did respond to those questions, but expressed to the committee that he does not agree with those responses.  Mr. Rice noted that the final Performance Audit will not be available to the CBOC until after it has been approved by the Board in January.

 

Responding to some questions about the CBOC's role in the Performance Audit process, Ms. Lewis explained that CBOC members provided input to the original audit scope and that each year the CBOC is asked to provide any scope change recommendations for Board consideration.  Mr. Rice noted that the draft 2005 Performance Audit includes improvements suggested by the CBOC in prior years.

 

It was moved (Polk) and seconded (Ikeda) to accept the Report from Delegates to Performance Auditor.  Motion passed with one abstention.

 

(Mr. Manley left the meeting.  Mr. Rice verified with Mr. Persselin that the requirements of a quorum were still met.)

9.6       Referrals to Independent Legal Council.  There were no referrals.

 

9.7       Consider Moving Next CBOC Meeting Dates to be AFTER Audits are Presented to Board.

To facilitate CBOC review of the Performance and Financial Audits, Mr. Rice suggested that the next CBOC meeting, scheduled for January 9, 2006, be rescheduled to a date after January 19, when those items are to be presented to the Board.  After Ms. Jones noted a staff conflict with the next available Monday, January 23, it was moved (Persselin) and seconded (Bantillo) to reschedule the CBOC meeting to January 30.  Motion passed unanimously.

 

9.8       Other.  No Items.

 

  1. Items for Future Agendas

10.1                 Review of Measure F Performance Audit

10.2                 Review of Measure F Financial Audit

10.3                 Review/accept final version of Report to the Public

 

  1. Adjournment

Meeting adjourned at 7:43 p.m. Next meeting is 6:00 p.m., January 30, 2005, at District Headquarters, 855 Lenzen Avenue, San Jose.