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The Bond Program Playbook

A step-by-step guide for California school districts running a bond program. Pre-election strategy through close-out, drawn from California bond programs we've managed across multiple districts.

What's inside

  • Pre-election strategy: feasibility, polling, ballot language
  • Building the project list — what holds up legally vs what sells politically
  • Standing up the Construction Bond Citizens' Oversight Committee (CBOC)
  • EMMA continuing disclosure compliance for bondholders
  • OPSC reimbursement strategy and Form SAB 50-04 / 50-05 / 50-06 lifecycle
  • Board reporting cadence and audit prep
  • Bond program close-out — the back half nobody talks about

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Preview

What it looks like inside.

Cover and three sample pages. Submit the form above to grab the full PDF.

Bond Program Playbook — page 1

Page 1

Bond Program Playbook — page 2

Page 2

Bond Program Playbook — page 3

Page 3

Bond Program Playbook — page 4

Page 4

Need more than a playbook?

Bond Program Management is our most-requested service. We work alongside California districts from pre-election through final accountability reporting.

See the service