Phase 7 · Free tool
Are your bonds and facilities in good standing?
Quick check of the most-cited bond and facilities discipline requirements: RMA contribution against Ed Code §17070.75, CBOC for Prop 39 bonds, EMMA continuing disclosure, FIT inspections, master plan currency, and debt policy. Output: compliance score, severity-tagged failures, AI interpretation, branded PDF.
District profile
We'll prefill Total GF Expenditures, RMA contribution, and annual debt service from your latest SACS unaudited actuals. Outstanding bond principal stays manual — it's not in SACS, you'll find it on your most recent EMMA continuing disclosure or audited financials.
Used to prefill SACS-published amounts and label the report.
Debt & RMA inputs
Compliance checklist
Mark each as Yes / No / Unsure. Unsure leaves the flag open in the report; No surfaces a compliance failure.
Has outstanding Prop 39 GO bonds (drives CBOC requirement)
Citizens' Bond Oversight Committee (CBOC) is active
FIT (Facility Inspection Tool) reports current at every site
Facilities Master Plan updated within the last 5 years
EMMA continuing disclosure filings current for all outstanding debt
Board-adopted debt management policy on file
Compliance score
100%
1 of 6 flags pass
RMA contribution
3.00%
Meets 3.0% requirement
Debt service
6.67%
of GF expenditures
Flag detail
Citizens' Bond Oversight Committee active
UNSURE
Required by Ed Code §15278 for any district with Prop 39 GO bonds outstanding. Without an active CBOC, the bond proceeds are out of compliance.
FIT (Facility Inspection Tool) reports current
UNSURE
Annual FIT inspections at every site are required for Williams Act compliance and bond expenditure justification.
Facilities Master Plan current (≤5 years)
UNSURE
An out-of-date master plan undermines bond expenditure prioritization and reduces credibility with rating agencies.
EMMA continuing disclosure filings current
UNSURE
SEC Rule 15c2-12 requires annual filings on EMMA. Missed filings impair future debt issuance and signal weak bond administration.
Board-adopted debt management policy
UNSURE
Government Code §8855(i) recommends a written policy. Best practice for rating agencies and bond counsel.
RMA contribution meets §17070.75 minimum
OK
Ed Code §17070.75 requires 3% of total GF expenditures (with phase-in for some districts). Below the floor jeopardizes future state facility funding eligibility.
Want this in board-packet form? Download a School-Leaders-branded PDF.
AI-generated bond/facilities outlook
Get a plain-language interpretation of your bond/facilities financial health — compliance gaps, RMA discipline, and credit-rating implications. Generation takes 20–60 seconds.
For planning purposes only. Bond counsel and the district auditor remain authoritative.