SFUSD Bond Program Citizens' Bond Oversight Committee (CBOC)

SFUSD Bond Program Citizens' Bond Oversight Committee (CBOC)
Link to this section

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(link is external).

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 March 05, 2025 CBOC Meeting

Notice and Agenda PDF Posting(link is external) (PDF for read and download ONLY. NO document links in PDF) 

 

NOTICE AND AGENDA

CITIZENS’ BOND OVERSIGHT COMMITTEE (CBOC) MEETING 

San Francisco Unified School District

Wednesday March 05, 2025 – 12:00 p.m.

Room 18, Civic Center Secondary School

727 Golden Gate Avenue (Google Map)(link is external)

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(link is external) at the noticed meeting time.  Webinar Meeting ID: 869 6069 0066 , and Password: 436095 . It may help to download the Zoom app(link is external) 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.(link is external)

To Listen to The Meeting By Phone: please call at the noticed meeting time (669) 900 9128, then enter Webinar ID: 869 6069 0066 , then press “#”. Password: 436095. If asked for a participant ID or code, press #. Get instructions on how to join a meeting by phone(link is external).

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 (link is external)

AGENDA

  1. Call to order
  2. Roll Call
  3. Approval of CBOC Meeting Minutes:
    1. 2025-02-05 CBOC Meeting Minutes(link is external)
  4. 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. Members who address the committee and wish for their comment to be recorded in the meeting minutes may email a written summary up to 150 words to iberril@sfusd.edu(link sends email)

  5. Follow-up from February 5, 2025 Meeting
    1. Staff was asked by Member McGinley about HVAC systems and K. Levitt responded that she would share District air and ventilation standards when they are ready. (Request from the December 2024 meeting)
    2. Status of Board of Education regarding CBOC new member selection process (Notification of delay from 2/5/20215 meeting)
    3. Status of FY 2023-2024 audit (Notification of delay from 2/5/2025 meeting)
    4. CBOC Meeting Schedule Flexibility (Staff response on possibly scheduling meeting on a different day or earlier in the day on Wednesday)
  6. Discussion Item: Bond Program Q2 2025 Report(link is external)
  7. Discussion Item:  2025 Planning
    1. 2016 Bond projects requiring 2024 Bond Funds(link is external)
    2. 2024 Bond Strategic Plan - Status
    3. 2024 Facilities Plan - Status
  8. CBOC Committee Report
    1. Bylaws Subcommittee
      1. Bylaws revision status
    2. Membership Subcommittee
    3. Project Committee
    4. Annual Report Committee
    5. Communications Subcommittee
  9. CBOC Member Report: members provide information updates relevant to CBOC
  10. Adjournment

     

    CITIZENS’ BOND OVERSIGHT COMMITTEE (CBOC) MEMBERS

Gloria Berry

John Jersin

Margaret Kammerud

Kawthar Ali Duncan

Laurance Lee 

Emily McGinley

Richard Rothman

Jamie Querubin 

Patrick Wolff, Vice Chair

Quincy Yu, 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.

 

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).
  • 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).
  • Quincy Yu, 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).
  • Gloria Berry - Ms. Berry is a parent of an SFUSD teacher and grandparent of an SFUSD student, runs a business in San Francisco, and is representative of the disability community (appointed November 14, 2023).
  • Kawthar Duncan - Ms. Duncan is a parent of an SFUSD student, active in a Parent Teacher Organization, a former SFUSD employee, and is representative of an immigrant community (appointed November 14, 2023).
  • Emily McGinley - The Rev. Emily McGinley serves as the Senior Pastor of City Church San Francisco, where she leads with a commitment to building community through practices of anti-racist values, serving the city, and eating food together. She brings experience in organizational leadership, fundraising and budget management, and community organizing. Rev. Emily is a proud parent of a SFUSD student (appointed November 14, 2023).
  • Patrick Wolff - Mr. Wolff is a private investor and a Chartered Financial Analyst; he is also a chess Grandmaster and was twice US Chess Champion, in 1992 and 1995. He has been deeply engaged in SFUSD policy and governance for over three years. He and his wife have two children, who both attended elementary school and middle school.  Mr Wolff is active in a San Francisco business organization and taxpayers' organization (appointed November 14, 2023).
  • John Jersin - Mr. Jersin has served as a board member, founder, executive, and CEO at several companies which have helped millions of people leverage their education to find jobs. As Vice President at LinkedIn he launched nation-leading diversity initiatives to remove bias at thousands of companies. He is a parent of two young children, and is an active member of the environmental community (appointed February 12, 2024)

 

2025

April 02, 2025 (CANCELED)
   
march 05, 2025 

Agenda(link is external)

Minutes

(pending)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Follow-up from February 5, 2025 Meeting
    1. Staff was asked by Member McGinley about HVAC systems and K. Levitt responded that she would share District air and ventilation standards when they are ready. (Request from the December 2024 meeting)
    2. Status of Board of Education regarding CBOC new member selection process (Notification of delay from 2/5/20215 meeting)
    3. Status of FY 2023-2024 audit (Notification of delay from 2/5/2025 meeting)
    4. CBOC Meeting Schedule Flexibility (Staff response on possibly scheduling meeting on a different day or earlier in the day on Wednesday)
  2. Discussion Item: Bond Program Q2 2025 Report(link is external)
  3. Discussion Item:  2025 Planning
    1. 2016 Bond projects requiring 2024 Bond Funds(link is external)
    2. 2024 Bond Strategic Plan - Status
    3. 2024 Facilities Plan - Status
  4. CBOC Committee Report
    1. Bylaws Subcommittee
      1. Bylaws revision status
    2. Membership Subcommittee
    3. Project Committee
    4. Annual Report Committee
    5. Communications Subcommittee
  5. CBOC Member Report: members provide information updates relevant to CBOC

 

 

 

February 05, 2025

Agenda(link is external)

Minutes(link is external) 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Follow-up from January 8, 2025 Meeting
    1. Staff is to update the list of “design projects” that cannot be completed (through construction) with funding from the 2016 Bond, and to provide the amount needed for these projects from the 2024 Bond. (Request from November 2024 CBOC meeting)
    2. Staff was asked by Member Berry about outdoor learning furniture. (Request from the December 2024 meeting)
    3. Staff was asked by Member Berry to provide more information about the schools “in the design” phase and asked for staff to dedicate time to talk about these projects at future meetings. (Request from the December 2024 meeting)
    4. Staff was asked by Member McGinley about HVAC systems and K. Levitt responded that she would share District air and ventilation standards when they are ready. (Request from the December 2024 meeting)
       
  2. Discussion Item:  2025 Planning
    1. Workplan - Updated Workplan Document - 01/08/2025(link is external)
    2. Subcommitees - Updated Subcommittee Document - 1/27/2025(link is external)
    3. CBOC Meeting Schedule
       
  3. CBOC Committee Report
    1. Bylaws Subcommittee
    2. Membership Subcommittee
    3. Project Committee
      1. Report on West Portal Elementary & A.P. Giannini Middle School
    4. Annual Report Committee
    5. Communications Subcommittee
  4. CBOC Member Report: members provide information updates relevant to CBOC

 

January 08, 2025 

Agenda(link is external)

Minutes (link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Discussion Item:  Staff and Bond Counsel proposed 2024 Prop A Establishment
    1. Draft Resolution Declaring Results of School Bond Election and Establishing Citizens’ Oversight Committee(link is external)
    2. Draft Bylaws(link is external) for the 2024 Proposition A Citizens’ Bond Oversight Committee
    3. Comment log(link is external) from December 2024 info sessions on the draft bylaws
       
  2. Discussion Item:  2025 Planning
    1. Workplan(link is external)
  3. Discussion Item: Bond Program Monthly Staff Report(link is external)

 

2024

DECEMBER 04, 2024

Agenda(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Minutes(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Recording - via Zoom(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Discussion Item: Bond Program FY25 Q1 Report (link is external)(Bond staff will present)
  2. Discussion Item: Bond Program Monthly Staff Report(link is external) (Bond staff will present)
  3. Discussion Item: Governance – Brown Act and Roberts Rules of Order(link is external)
  4. CBOC Committee Report
    1. a. Subcommittee Membership Review(link is external)

       

 

November 06, 2024 

Agenda(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Minutes(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Recording - via Zoom(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Discussion item: Bond staff follow-up on open CBOC inquiries
    1. List of projects in design phase that require additional funding (link is external)(including the 2024 bond, if approved by voters) to complete.
  2. Discussion Item: Staff Response to Fiscal Year 2024 CBOC Annual Report Recommendations(link is external)
  3. Discussion Item: Bond Program Monthly Staff Report(link is external)
October 02, 2024 

Agenda(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Minutes(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Recording - via Zoom(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Discussion Item: CBOC Members wish to follow-up from on these items discussed at the September 4, 2024 Meeting
    1. Request for list of projects that might be in the design/construction phase that may not be completed without the passing of the next bond measure.  
      1. Reference: Quincy Yu’s Analysis of 2024-2025 FDC + Bond Projects(link is external)
    2. Request for a financial variance report be provided for each bond project
  2. CBOC Follow-Up on Member Berry’s recommended changes to FY24 CBOC Annual Report (approved by CBOC at 09/04/24 meeting)
    1. Discussion Item: FY24 CBOC Annual Report Recommendations(link is external)
      a. References:
      1. Letter to Matt Wayne from CBOC leadership(link is external)
      2. Superintendent Wayne’s Written Response(link is external)
      3. CBOC leadership’s initial draft response (link is external)to Superintendent Wayne
  3. Discussion Item: Bond Program Monthly Staff Report(link is external)
  4. CBOC Committee Report
    1. Communications Subcommittee Discussion:
      1. September 2024 Potrero View Article(link is external)
    2. Membership Subcommittee
a    
September 04, 2024 (UPCOMING)

Agenda(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Minutes(link is external) 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Recording - via Zoom(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

 

 

 

 

 

 

 

 

 

Documents

  1. Discussion Item:  2024 CBOC Annual Report (Full Report) Draft
    1. FY2024 CBOC Annual Report(link is external)
  2. Bond Program Monthly Staff Report(link is external)
    1. Quarterly Financial Reports(link is external)
    2. 1-year Bond and FDC project list (link is external)
  3. CBOC Subcommittee Reports
    1. Communications Subcommittee - Bond FAQ(link is external)

 

AUGUST 07, 2024

Agenda(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Minutes(link is external) 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Video Recording - via Zoom(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Documents

  1. Discussion Item:Continuation of discussion of the FY2023 Independent Financial and Performance Audits
    1. 2006 Bond Program FY2023 Financial Audit (final)(link is external)
    2. 2011 Bond Program FY2023 Financial Audit (final)(link is external)
    3. 2016 Bond Program FY2023 Financial Audit (final)(link is external)
    4. Prop A Bond Program FY2023 Performance Audit (final)  (link is external)
    5. Board Communication Letter(link is external)
  2. Action Item: Acceptance of the FY2023 Independent Financial and Performance Audits
  3. Discussion Item: Bond Program Monthly Staff Report(link is external)
  4. CBOC Informational Requests for Monthly Report
    1. Status of the reports requested by CBOC September 4, 2024 CBOC meeting
    2. Mission Bay School Revised Opening Date
  5. Discussion Item:  2024 CBOC Annual Report Draft
    1. FY2024 CBOC Annual Report Sections 1-3 (draft)(link is external)
  6. Subcommittee Reports and Requests
    1. CBOC Work Plan Update (link is external)

 

May 01, 2024

Agenda(link is external)

 

 

 

 

 

 

 

 

 

Minutes(link is external)

 

 

 

 

 

 

 

 

 

Video Recording - via Zoom(link is external)

 

 

 

 

 

 

 

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

 

 

 

Documents

  1. Discussion Item: Bond Implementation Staff Report(link is external)
  2. Discussion Item: CBOC Work Plan(link is external)
  3. Subcommittee Reports and Requests
    1. Membership Subcommittee - Upcoming Vacancies(link is external)

 

 

February 07, 2024 (CANCELLED)

Agenda

 

 

 

Minutes

 

 

 

Video Recording - via Zoom

 

 

Audio Recording - via Zoom

Audio Recording - via device

Documents

 

 

 

 

2023

 

 

 

September 06, 2023
Agenda(link is external)

Minutes(link is external)

 

Video Recording - via Zoom(link is external)

 

Audio Recording - vai Zoom(link is external)

 

Audio Recording - via device(link is external)

 

 

Documents

- Bond Program Implementation Staff Report(link is external)

- Discussion Item: CBOC Annual Report
Members of the Annual Report Subcommittee report on progress and present a draft summary
of activities for discussion.

a. Attachments: Draft Sections(link is external) for Discussion, CA Education Code 15278

 

August 02, 2023
Agenda(link is external)Minutes(link is external)

Video Recording - via Zoom(link is external)

(Zoom recording did not get turn on till 25 minutes into the meeting)

Audio Recording - vai Zoom(link is external)

(Zoom recording did not get turn on till 25 minutes into the meeting)

 

Audio Recording - via device(link is external)

(full meeting audio recording)

 

Documents

- Bond Program Implementation Staff Report(link is external)


- Discussion Item: CBOC Annual Report
Members of the Annual Report Subcommittee report on progress and present a draft summary
of activities for discussion.
a. Attachments: Draft summary of activities(link is external), CA Education Code 15278(link is external)

- Discussion Item: Fall 2023 Workplan(link is external)

 

June 07, 2023
Agenda(link is external)Minutes(link is external)Video Recording - via Zoom(link is external)

Audio Recording - vai Zoom(link is external)

Audio Recording - via device(link is external)

 

Documents

- Presentation: Staff Presentation on SFUSD Facility Master Plan
SFUSD Facilities staff will present the Facility Master Plan(link is external), adopted by the SFUSD Board of(link is external)
Education on May 9, 2023(link is external). Staff will be joined by Board of Education President Kevine
Boggess.

6/7/23; 9:10 AM: 20230607 CBOC Presentation(link is external)

- Reports:

a. Bond Program Implementation Staff Report(link is external)

 

May 03, 2023
Agenda(link is external)Minutes(link is external)Video Recording - via Zoom(link is external)

Audio Recording - vai Zoom(link is external)

 

 

Documents

- Vote on whether to adopt the Revised CBOC Bylaws (clean) (link is external)dated April 2023, (Bylaws, redline(link is external))

- Review and accept the Fiscal Year 2020-21 Financial and Performance Audit Reports ( the final reports are posted under the ADUIT REPORTS section, pending presentation to BOE for acceptance vote at 2023-06-20 meeting)

- Reports:

a. Bond Program Implementation Staff Report(link is external)

d. Annual Report Subcommittee report(link is external)

 

 

 

 

2022

 

November 02, 2022

(Cancelled due to lack of a quorum)

Agenda(link is external) Minutes    

 

Documents

 

 

 

 

 

 

 

 

 

2021

 

 

 

 

 

 

 

 

 

 

 

SFUSD Bond Program Citizens' Bond Oversight Committee (CBOC) Application Form Link to this section

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(link is external) to confirm your eligibility for a recommendation to the SFUSD Board of Education on the CBOC's appointment. 

This page was last updated on March 21, 2025