Case study
Monrovia Unified School District: Bond Program Management
Bond program management partnership with Monrovia USD since 2025. The District's Chief Business Official, Dr. Greg Gero, calls it "one of the strongest professional engagements I have overseen."
Overview
Monrovia Unified School District retained School Leaders in 2025 to serve as its bond program management partner. The engagement spans the operational disciplines that determine whether a district's bond program credibly delivers: real-time schedule management, transparent budget tracking against committed and forecast costs, disciplined change order oversight, and Board-grade monthly reporting that the Independent Citizens' Oversight Committee can use and the broader community can follow. Per the District's CBO, our team operates as partners to the business office — not as vendors invoicing against a contract — bringing the bench depth of former Superintendents, CBOs, and Directors of Facilities to every interaction.
Scope of work
- Schedule management: Real-time tracking and updates of project schedules across the bond program.
- Budget transparency: Committed and forecast cost tracking against the approved budget, with monthly variance analysis.
- Change order discipline: Formal review and oversight of change orders to protect program contingency.
- Monthly Board reporting: Status reports detailed enough for the Independent Citizens' Oversight Committee and clear enough for the broader community.
- Cash-flow projections: Accurate forecasting supporting bond fund disbursement and investment decisions.
- Issue resolution and accountability: Early surfacing of program issues with recommended paths forward; holding contractors and consultants accountable without straining District relationships.
Successes
- CBOC- and community-grade monthly reporting — status reports detailed enough for the Independent Citizens' Oversight Committee to do its job and clear enough for the broader community to follow.
- Accurate cash-flow projections that informed bond fund disbursement and investment decisions across the program.
- Early issue surfacing with clear paths forward and contractor accountability maintained without straining District relationships.
- Partner posture — operating as an extension of the CBO's office, not as a transactional vendor.
Highlights
- Recommended without reservation by Dr. Greg Gero, Chief Business Official, in a formal letter of recommendation.
- Bench depth — engagement staffed by former Superintendents, CBOs, and Directors of Facilities, with role-appropriate communication at each level.
- California fluency — track record on bond program management plus working fluency with DSA, OPSC, and California school facility funding mechanics.
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