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CBO Mentor ProgramExecutive Report

April 2015 – March 2016 • Twelfth Cohort

A Partnership ofFiscal Crisis and Management Assistance Team (FCMAT)

California Association of School Business Officials (CASBO)

California County Superintendents Educational Services Association (CCSESA)

Subcommittee, Business and Administration Steering Committee (BASC)

School Services of California (SSC)

Presented to the FCMAt BoArd oF direCtors, oCtoBer 16, 2016

Executive Report

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Table of ContentsAcknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .iii

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

The 2015-16 CBO Mentor Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Program Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Why the CBO Mentor Program? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Celebrating Success . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4What Makes the CBO Mentor Program Different? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Participant Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Course Completion Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Comments from Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112015-16 Mentors and Participants by Geographic Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Sequence of Curriculum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Course Content, Presenters and Support Team . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Training Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Evaluation System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Formative Evaluation, Positive Approach . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Colleagues Evaluate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Rating Outcomes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Follow-Up Survey of Participants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Writing Assignments and Midyear Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Candidate Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

CBO Mentors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Selection Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Mentor Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21CBO Mentor Coordinator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Steering Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Budget . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Summary of Assignments and Activities for the Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Participant and Mentor Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Appendices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

CBO Mentor Program 2015-16

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AcknowledgementsThe Fiscal Crisis and Management Assistance Team (FCMAT), the FCMAT Board of Directors, and the Kern County Superintendent of Schools as the administrative agent for FCMAT, acknowledge the efforts of the following contributors to the Chief Business Official (CBO) Mentor Program:

• The joint endeavors of the following organizations along with FCMAT in creating and sustaining the CBO Mentor Program: the California County Superintendents’ Educational Services Association (CCSESA), the Business and Administration Steering Committee (BASC), the California Association of School Business Officials (CASBO), and School Services of California (SSC).

• Instructors Francie Heim, CBO Mentor Core Instructor, and Bill McGuire, Deputy Superintendent of Twin Rivers Unified School District and former Superintendent of the St. Helena Unified School District, who provided direct instruction, developed curriculum, assisted in scheduling, and provided mentoring to all participants.

• Instructors Ron Bennett, SSC CEO, and his staff, who provided training on leadership qualities required of a CBO and how to apply and interview for a CBO position.

• CASBO for inviting the CBO Mentor participants to attend the CASBO CBO Symposium in November 2015, and School Innovations and Achievement for underwriting the CBO participant registration cost.

• The 26 CBO mentors who provided support and assistance to the newly graduated aspiring CBOs from the cohort of participants.

• The 26 participants who completed the rigorous training program. We congratulate them and support their efforts to achieve their career objectives.


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IntroductionThe Fiscal Crisis and Management Assistance Team (FCMAT) is an independent external public agency that assists school districts with fiscal and management issues as outlined in the California Education Code. FCMAT provides professional development activities to improve the fiscal expertise of local educational agencies. The Chief Business Official (CBO) Mentor Program is one of the professional development activities initiated by FCMAT in partnership with other educational agencies to improve school district fiscal accountability.

For many years there has been a serious shortage of qualified and trained business officials to provide effective school district fiscal management. With school funding having undergone a major transformation with the Local Control Funding Formula, the need for strong CBO leaders continues.

The CBO Mentor Program is a systematic, structured professional development program. Participants learn the role and functions of a CBO for a California school district. They complete interactive exercises and activities, increase their skills and knowledge, and put proven techniques into practice. Instruction consists of both in-class assignments and homework. Ten two-day class sessions take place over a 12-month period; each session is conducted on a Friday afternoon/evening and all day Saturday.

Experienced, expert CBOs practicing in California school districts are selected as mentors for the aspiring CBO participants. Mentors provide support and direction throughout the training period and thus constitute a valuable component of the CBO Mentor Program.

2015-16 was the 12th year of the program. Each cohort develops as a team, and participants select a class name. The names, dates, and number of graduates for all CBO Mentor cohorts completed to date are as follows:

Coh

ort

Nam

e

First Class

Year

2004-05G

radu

ates

19Second to None 2005-06 24Joel’s Favorites 2006-07 27Fantastic Fourth 2007-08 25Five Star Leaders 2008-09 23Six Cents 2009-10 25Magnificent Seventh 2010-11 23Elite 8 2011-12 23Nine Lives 2012-13 23Perfect 10 2013-14 2911th Hour 2014-15 28Dynamic Dozen 2015-16 26

As of March 2016, 295 CBO Mentor participants have graduated from the program. Cohort 13 (13th Alliance) started in April 2016 and has 31 participants and mentors. The selection process is competitive; many strong candidates were not selected but were encouraged to apply for cohort 14.

FCMAT welcomes inquiries and all comments to improve and strengthen the CBO Mentor Program. Please do not hesitate to contact us at (661) 636-4611

Sincerely

Joel Montero, Chief Executive Officer Fiscal Crisis and Management Assistance Team


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The 2015-16 CBO Mentor Program

Program OverviewThe CBO Mentor Program is an innovative one-year professional training program designed to produce qualified school district chief business officials. Instruction is provided by experienced, practicing CBOs, many of whom are leaders in school business. Class size is limited, with 25 to 30 students being ideal.

The program curriculum covers current finance issues, best practices, and legal requirements for California schools. The sequence of instruction includes a broad, deep and complete perspective on the role of a CBO.

The program is funded by FCMAT using professional development funds designated for training qualified school district business officials.

Objective1. To provide an innovative training experience to potential CBO candidates throughout the

California public school system.

Main Desired Outcomes1. An understanding by the candidate of fundamental issues that drive school business

policies in each of the following major functional areas:• student achievement • student programs, including charter schools• finance, accounting and budgeting • facilities development • maintenance, operations and transportation • contracts and procurement • legal issues and risk management

2. Specific demonstrated knowledge and application of school business principles and processes in district operations.

3. Demonstrated leadership and communication skills

Curriculum Methods1. Work-study applied learning through project assignments, with support from assigned

mentors.2. In-class discussions and presentations on school business topics.

CBO Mentor Program lead instructors Francie Heim and Bill McGuire.


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Curriculum Delivery1. Monthly instruction is provided in a classroom setting.2. Instruction is provided by practicing professionals employed in California school districts,

county offices of education, nonprofit organizations specializing in school finance, and private firms providing services to education agencies.

3. Participants are required to complete assignments outside of class time.A program brochure is available online and linked to here.

Why the CBO Mentor Program?California schools have recently undergone a time of great change with a shift to the new K-12 Local Control Funding Formula (LCFF) and Local Control and Accountability Plan (LCAP). The need for CBO leaders trained in financial and operational best practices has never been greater. Veteran CBOs continue to retire in large numbers. There continues to be a number of state administrators appointed to govern school districts that have received state emergency funds to balance their budgets, as well as a number of fiscal advisors appointed to districts by county offices of education under Assembly Bill (AB) 1200.

In keeping with its core mission to support school districts, FCMAT has worked to develop the CBO Mentor Program as an effective and efficient training model to help meet the need for qualified CBOs.

Celebrating Success Over the past 12 years, an increasing number of graduates from the CBO Mentor Program have been hired for CBO and director positions throughout the state. County offices of education (COEs) have benefited; many of the top leadership roles are held by CBO Mentor alumni, including the following:

CB

O N

ame Tim Zearley

Cou

nty

Offi

ce

Amador COE

Tad Alexander Butte COE

Debra Hinely Colusa COE

Jeff Napier Del Norte COE

Robbie Montalbano El Dorado COE

Tom Snyder Inyo COE

John Von Flue Kern COE

Scott Price Los Angeles COE

Renee Hendrick Orange COE

Martin Fregoso Placer COE

Lisa Cavin Plumas COE

Richard De Nava San Bernardino COE

Denise Porterfield San Mateo COE

Mary Hart Santa Cruz COE

Tommy Welch Solano COE

Gail Atwood Sutter COE

http://fcmat.org/wp-content/uploads/sites/4/2016/10/CBO-Mentor-brochure-2015-16.pdf

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The program has also prepared individuals for the next level of county office leadership: the table below shows the CBO Mentor Program alumni who are now directors or managers of business in COEs.

CO

E D

irec

tor

Nam

e Jeff Potter

Cou

nty

Offi

ce

Alameda COE

Julie Brunson Calaveras COE

Diane Lacombe El Dorado COE

Roslynne Manansala Smith El Dorado COE

Jamie Perry Fresno COE

Jamie Dial Kings COE

Keith Crafton Los Angeles COE

Kate Lane Marin COE

Chris Lombardo Orange COE

Gary Stine Orange COE

Terrell Martinez San Joaquin COE

Wendy Richard San Mateo COE

Denise Cora Santa Barbara COE

Judy Thompson Sonoma COE

Barbara Henderson Sutter COE

Jennifer Stahlheber Sutter COE

Diane Baumhover Tuolumne COE

Jessica Carson-Hull Tuolumne COE

Tom Etchart Ventura COE

A significant number of the program’s graduates have been promoted to CBO positions over the years. Most graduates have taken on additional job responsibilities in their current district, been promoted within their current district, or have taken a job with a higher level of responsibility. In most instances, that next position was a CBO position. The table below is a partial list of program graduates in top leadership positions throughout the state.

First Cohort

Name Current Job Title District Region

Scott Anderson Assistant Supt . San Ramon Valley USD Bay Area/Other

Donna Caperton Assistant Supt . Vista USD Southern CA

Karl Christensen Assistant Supt . Santee SD Southern CA

Joost DeMoes Administrator Inst . Services Kern COE Central

Grace Garner CBO Garvey SD Southern CA

Sonia Lasyone CBO Ripon USD Central


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Second Cohort


Bruce Colby Associate Supt . Davis Joint USD Northern CA

Carolyn Corvera CFO Chaffey Joint Union HSD Southern CA

Eric Dill Associate Supt ./Interim Supt . San Dieguito HSD Southern CA

Roseanna Jeng CBO Saratoga USD Bay Area/Other

Nancy Pfeiffer CBO Campbell UHSD Bay Area/Other

Brad Rohrbach Director Fiscal Porterville USD Central

Janelle Utheim Mehling Assistant Supt . Sierra USD Southern CA

Akur Varadarajan CBO New Haven USD Bay Area/Other

Julia Yu Director Fiscal Cuperintino SD Bay Area/Other

Third Cohort


Anne Barron CBO Cotati-Rohnert USD Northern CA

Matt Beecher CBO Santa Maria Bonita SD Southern CA

Tom Brown CBO/Charter CEIBA Charter Bay Area/Other

Song Chin-Bendib CBO Piedmont USD Bay Area/Other

Jennifer Fusano CBO Placerville SD Northern CA

Robert Groeber Assistant Supt . Visalia USD Central

Susan Kinder CBO Livermore Valley USD Bay Area/Other

Sean Martin CBO Pollock Pines SD Northern CA

John Mendiburu Superintendent Rosedale Central

Jennifer Noga Fiscal Intervention Specialist FCMAT Central

Cindy Petersen Superintendent Gateway Charter Northern CA

Liann Reyes Assistant Supt . North Monterey County SD Bay Area/Other

Jerry Stratton Assistant Supt . Salinas City ESD Bay Area/Other

Fourth Cohort


Jordan Aquino CFO Ontario-Montclair SD Southern CA

Mary Kay Callaway CBO Winters Joint USD Northern CA

Melody Canady CBO Pajaro Valley USD Bay Area/Other

Jayne Christakos CBO San Bernardino City USD Southern CA

Christina Giraldo Assistant Supt . Sierra Sands USD Central

Linda Himmel CBO Gold Oak SD Northern CA

Lori Isom Assistant Supt . Central SD Southern CA

Jessica Romeo Assistant Supt . HR Antioch USD Bay Area/Other

Anthony Soria CFO Tustin USD Southern CA

mailto:[email protected]

mailto:[email protected]

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Fifth Cohort


Leslie Barnes Assistant Supt . Pomona USD Southern CA

Kassandra Booth CBO Calaveras USD Northern CA

Shawn Cabey Assistant Supt . Westside Union SD Southern CA

David Flores CBO Shasta UHSD Northern CA

Melody Glaspey CBO Eureka USD Northern CA

Brian Hawkins CBO Victor Valley UHSD Southern CA

Steven Jorgensen Superintendent Windsor USD Northern CA

Karen Kimmel Assistant Supt . Las Virgenes USD Southern CA

Scott Lantsberger Assistant Supt . Washington USD Northern CA

Richard Sepulveda COO Sanger USD Central

Christine Statton Vice President College of the Sequoias Central

Sixth Cohort


Carolyn Strehlow Chow CBO San Mateo-Foster City SD Bay Area/Other

Megan Lamken Assistant Supt . Franklin-McKinley USD Bay Area/Other

Linda Fabre Assistant Supt . HR San Bernardino COE Southern CA

Debbie Fry Director School Services of CA Northern CA

Yancy Hawkins CBO Novato Unified Bay Area/Other

Gaby Hellier CBO Burlingame SD Bay Area/Other

Kathy Perkins CBO Charter Oak USD Southern CA

Candace Reines Assistant Supt . Perris UHSD Southern CA

Todd Rivera CBO Tahoe Truckee USD Northern CA

Fred Van Vleck Superintendent Eureka City Schools Northern CA

Seventh Cohort


Tina Douglas Assistant Supt . Santa Ana Unified Southern CA

Wael Elatar CBO El Monte UHSD Southern CA

Joyce Lopes Vice President Humboldt State University Northern CA

Kraig Magnussen CBO Kerman USD Central

Tom Barentson CBO Galt Jt Union ESD Northern CA

Brett McFadden CBO Monterey Peninsula Unified Bay Area/Other

Cecile Nunley Assistant Supt . Vallejo City USD Northern CA

Harley Robertson Assistant Supt . Soquel Union ESD Bay Area/Other

Jane Shamieh Superintendent Vacaville USD Northern CA


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Seventh Cohort (cont.)


Debra Silva CBO Hart-Ransom SD Central

Dennis Snelling CBO Roseville ESD Northern CA

Aaron Thornsberry CBO/Charter Gateway Charter Northern CA

Chris Vaz CBO Washington USD Central

Paul Ziegler CBO Eureka City Schools Northern CA

Eighth Cohort


Andrea Alvarado Management Analyst FCMAT Central

Virginia Alvarez CBO Montecito ESD Southern CA

Diane Deshler CBO Martinez USD Bay Area/Other

Lisa Donaldson CBO Mother Lode USD Northern CA

Nick Heinlein CBO Saugus USD Central

Robert McEntire CBO Covina Valley USD Southern CA

Mark Stevens CBO Borrego Springs USD Southern CA

Mark Schiel Assistant Supt . San Marcos USD Southern CA

Robin Schmitt CBO Brentwood Union SD Bay Area/Other

Lori vanGogh CBO Sunnyvale SD Bay Area/Other

Christine Walker Superintendent Hueneme ESD Southern CA

Ninth Cohort


Jean Aldrete Assistant Supt . Brea Olinda USD Southern CA

Jim Allen Assistant Supt . Coalinga-Huron USD Central

Julie Bautista CBO Acalanes UHSD Bay Area/Other

Keith Butler Associate Supt . Coronado USD Southern CA

Ryan DiGuilio Assistant Supt . Marysville Jt . USD Northern CA

Karen Gosting CBO Orland USD Northern CA

Kim Greer CBO Guadalupe USD Southern CA

Richard Holash CBO East Whittier City SD Southern CA

Erin Lillibridge CFO William S . Hart UHSD Southern CA

Greg Medici CBO Los Gatos- Saratoga UHSD Bay Area/Other

Cindy Peterson Assistant Supt . Oakely ESD Central

Luci Rogers CFO Hayward USD Bay Area/Other

Matthew Schulenberg Assistant Supt . Apple Valley USD Southern CA

Biling “Nelly” Yang CFO Evergreen SD Bay Area/Other

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Tenth Cohort


Phil D’Agostino Assistant Supt . Newport Mesa USD Southern CA

Steven Eichman Assistant Supt . Santa Rosa City SD Bay Area/Other

Alvina Keyser CBO Lammersville SD Northern CA

Scott Martin Assistant Supt . Centralia ESD Southern CA

Mike Mathiesen Associate Supt . Mountain View Los Altos SD Bay Area/Other

LeAnn Nowlin CBO Golden Plains USD Central

David Olney Assistant Supt . Hesperia USD Southern CA

Kirsten Perez Assistant Supt . Morgan Hill USD Bay Area/Other

William Pickering Assistant Supt . Bonsall USD Southern CA

John Quinto CBO Kings Canyon Unified SD Central

Donnie Salamanca Assistant Supt . Upland USD Southern CA

Ami Shackelford Assistant Supt . Encinatas USD Southern CA

Matthew Shipley Superintendent Hart-Ransom SD Central

Rebecca Thomas Assistant Supt . Greenfield Union SD Central

Trevor Walker CBO Muroc Joint USD Central

Eleventh Cohort


Erin Garcia Assistant Supt . Lakeside USD Southern CA

Alan Giles Assistant Supt . Corona-Norco USD Southern CA

Bernadette Griggs CBO Pasadena USD Southern CA

Mike Henkel CBO Robla SD Northern CA

Wanda Holden CBO/Business Manager Monte Rio USD Northern CA

Robert Marical CBO/Business Manager Dixie SD Northern CA

Matt Phillips Director SSC School Services of CA Northern CA

Kristen Pifko Assistant Supt . Rio SD Southern CA

Ryan Pinkerton Assistant Supt . San Luis Coastal USD Southern CA

Derek Pinto CBO John Swett USD Bay Area/Other

Ahmad Sheikholeslami CBO Menlo Park City SD Bay Area/Other

Twelfth Cohort


Rick Jensen Assistant Supt . Cucamonga SD Southern CA

Michael R . Hodson Assistant Supt . Walnut Valley USD Southern CA

Manoj Roychowdhury Assistant Supt . El Rancho USD Southern CA

Mario Rodriguez Vice Chancellor Comm. College Chancellor’s Office Northern CA

Phillipa Geiger Assistant Supt . Capistrano USD Southern CA

Rudolph Ramirez CBO Scotts Valley USD Bay Area/Other


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What Makes the CBO Mentor Program Different?Several programs currently provide training and professional development for new and aspiring CBOs. However, the CBO Mentor Program has the following unique strengths that make it one of the most respected programs in California:

1. Each participant must be nominated and screened by the steering committee based on identified criteria.

2. Each participant is assigned a mentor who is committed to the participant’s success. One-on-one support is provided throughout the one-year program.

3. One-on-one mentors must meet designated criteria and be approved by the steering committee. Mentors typically have 10 or more years of experience as a successful CBO in the California public school system.

4. Classes are designed to be interactive. Participants are required to complete several major projects.

5. The classes have lead instructors who oversee the class to ensure that:• Presenters are on target and provide consistent curriculum.• The participants are engaged in learning. Lead instructors determine if any changes

are needed to keep the class on track.• The mentor helps the participant prepare for class and reviews the various

assignments.6. No registration or tuition fee is required of participants. 7. Evaluation is an ongoing process.8. Participants may elect to earn up to nine semester units of university credit through

Fresno Pacific University. The cost in 2015-16 was $70 per unit.

Mentor Experience and CommitmentPerhaps the greatest strength of the CBO Mentor Program is the experience of the mentors, who provide one-on-one support to participants. Participants are directed to have an in-depth discussion with their mentor prior to each class, and a series of targeted questions is provided. Mentors are also asked to review all assignments and provide feedback to the participants. The intensive mentor component sets the CBO Mentor Program apart from other CBO training programs.

Because of the longevity of the program, its leaders are now able to call on previous graduates to serve as mentors in the program.

Participant QualificationsApplicants for current CBO openings in California come with a variety of skills and talents. The program seeks to create a diverse class, with participants coming from school business, facilities and operations, instruction, charter schools, and private industry.

A successful candidate for the CBO Mentor Program should currently have or show potential in the following areas:

• Involved in some facet of school business (desirable but not required)

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• School finance• Computer literacy, spreadsheet software• Sensitivity to confidential issues• Logical thinking skills• Analytical abilities• Facilitation skills• Leadership• Interpersonal skills; ability to communicate well with others• Career objective to become a fully qualified CBO

Course Completion RequirementsParticipants are engaged in rigorous study over the course of a year. Successful graduation and recommendation from the program require intense dedication. Requirements for completion are as follows:

1. Completion of monthly work study assignments reflecting strategic and technical competencies in the functional area of school business.

2. Attendance at 10 training sessions (one excused absence is allowed, but participants are asked to attend a make-up session during the next cohort).

3. Positive evaluation from mentor and lead instructors.4. Satisfactory completion of all assignments and group projects.

Comments from Participants Several of the 26 participants who successfully completed the twelfth CBO Mentor Program have already advanced in their career objectives. All participants indicated that the program exceeded their expectations, has made them more qualified in their present positions, and prepared them for professional advancement.

Following are just a few of the many positive comments received from cohort 12 participants upon graduation:

This has been an amazing opportunity. It has become a part of my life. It’s surreal to think about it ending.

The program combines the right amount of technical with leadership and job application skills. Thanks again for your investment in me. It was one of the most challenging things I’ve ever done, but well worth it.

It’s been quite a ride . . . thank you for this once in a lifetime experience!

I don’t have any suggestions for improvement, but I want to express my gratitude again for the privilege of being a member of cohort 12.

We are leaving prepared to do a better job for our students through all of the areas that affect their lives. Thank you so much!!!

Participants (L-R) Rick Jensen, Tim Goree, Lisa Cavin, and Mario Rodriguez take part in a team-building exercise in which each team must build a model bridge.


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The program itself was in-depth. The material it provides is a great tool as our journey begins. The instructors, Francie, Bill, Dr. Bill and Joel provided great leadership, support, quality instruction and information. The presenters provide information that will guide and assist me as I continue to grow. I am humble and thankful for the opportunity.

The program is exemplary and has made me competitive in the CBO job market. Your bigger than life personalities and complementary teaching styles, together with high quality guest lecturers, made each of these weekends a delight.

As it does each year, the CBO Mentor Program steering committee will continue to monitor the career advancement of participants in this cohort to further gauge the effectiveness of the training program.

Comments from Previous GraduatesI was recently appointed the Assistant Superintendent of Business. I can honestly say that I would not have made it this far in my career without the wonderful program you have built and put your hearts into, and more importantly your individual support over the years. You guys do incredible work!

I am so excited to tell you that I will be the new Assistant Superintendent, Business Services . . . I can’t begin to tell you how much I appreciate both of you and all of the knowledge you shared with us in the Mentor Program. Thank you for pushing me and making me uncomfortable, I know it made a huge impact on how I performed in the interview. Please tell the new cohort to trust the process and listen to you because it can change their life, as I know it has changed mine.

Bill said, “Lead by example” many times during my CBO training. And, he continues to do so! Thank you so much . . . for making a difference in my life and those I serve! Your leadership endures!

. . . Included in the second interview was a 10-15 minute presentation to the interview panel on an overview of my plan for the “First 90 Days.” Lucky for me, I went through the CBO Mentor Program and learned about the first 100 days as CBO!

I got the job!!! I just wanted to thank you again for allowing me the opportunity to be a part of the CBO Mentor Program, Cohort 10. I have no doubt that my experiences with you and my colleagues put me over the top because of the intensive “people skills” and interview techniques you offered.

THANK YOU THANK YOU THANK YOU to both of you from the bottom of my heart for all your support and encouragement! This new job would not be possible without you! There are truly no words to convey my appreciation.

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2015-16 Mentors and Participants by Geographic Location

F Mentors

s Participants

ALAMEDA

ALPINE

AMADOR

BUTTE

CALAVERAS

COLUSA

CONTRACOSTA

DEL NORTE

EL DORADO

FRESNO

GLENN

HUMBOLDT

IMPERIAL

INYO

KERN

KINGS

LAKE

LASSEN

LOS ANGELES

MADERA

MARIN

MARIPOSA

MENDOCINO

MERCED

MODOC

MONO

MONTEREY

NAPA

NEVADA

ORANGE

PLACER

PLUMAS

RIVERSIDE

SACRA-MENTO

SANBENITO

SAN BERNARDINO

SAN DIEGO

SANJOAQUIN

SAN LUISOBISPO

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14

Sequence of CurriculumThe requirements and responsibilities of CBOs in California public schools are detailed and complex. The training of future CBOs must include a curriculum that reflects the work of practicing CBOs, what a CBO is required to know, and how to perform required tasks.

The CBO Mentor Program curriculum is the key component of the delivery system; it is developed in a sequential format that reflects all the major components required of any CBO in the public school system. The major components and/or areas of instruction are school finance and school operations, with CBO leadership themes included throughout the program.

Available online and linked to in this report is a summary of assignments and activities for the twelfth cohort program year. The entire curriculum and participant assignments are posted to a Google Drive site that is password-protected but available for review upon request.

Any curriculum is only as effective and meaningful as the instructors. Through FCMAT’s professional development resources, the CBO Mentor Program contracted with two leading CBOs in the California public school system to be the primary instructors: Francie Heim, retired Deputy Superintendent, El Dorado County Office of Education; and Bill McGuire, Deputy Superintendent, Twin Rivers Unified School District, were selected as primary instructors to develop and deliver the curriculum.

School Services of California, with Ron Bennett and his team, are critical to the success of the program. In addition to vital segments on CBO leadership, the SSC team’s expertise in job placement and interviewing for CBO positions is a popular and helpful segment of the program.

Instruction is delivered by the most qualified CBOs who are currently employed as expert school finance leaders in California school districts. In addition, educational leaders in school finance, leadership and/or school operations provide expertise in selected curriculum topics. The curriculum is practical and addresses the needs of a staff person who is learning the roles and responsibilities of a CBO.

Ron Bennett, CEO of School Services of California, Inc., gives a presentation on leadership.

http://fcmat.org/wp-content/uploads/sites/4/2016/10/CBO-Mentor-12th-Cohort-Assignments.pdf


Executive Report

15

Course Content, Presenters and Support TeamThe 2015-16 CBO Mentor Program took place from April 2015 through March 2016 and included 10 training sessions; nine sessions were held at the Hilton Garden Inn, Sacramento and one at the CASBO CBO Symposium held in November each year in either Northern or Southern California.

A schedule showing all of the classes and instructors is available online and linked to here.

Bill Gillaspie, Ed.D. served as the FCMAT liaison and coordinated the development of the CBO Mentor Program since its inception. He provided ongoing support and mentoring to current and past participants.

Mary Turcotte serves as the mentor coordinator and keeps the mentors informed regarding the program.

Francie Heim and Bill McGuire serve as core instructors for all 10 sessions and coordinate the curriculum and speakers.

The entire team works to support the participants and serve as a resource for them in their future careers as CBOs.

Joel Montero, CEO of FCMAT, is a major presence in the program and serves as the opening speaker. His presentation on fiscal oversight and how to avoid fiscal crisis is one of the most

Lead instructor Bill McGuire (front left) plays the role of superintendent in a simulated cabinet meeting as participants (L-R) Mario Rodriguez, Rob Fox, Rudolf Ramirez, Dana Smith and Sylvia Montejano try to convince him to move forward with a bond issue.

http://fcmat.org/wp-content/uploads/sites/4/2016/10/cbomentor-12th-cohort-schedule-final.pdf


16

highly rated segments of the program. Joel also attends the November class session and participates in the midyear evaluation with mentors and participants.

Ron Bennett of SSC gives presentations in February and March on collective bargaining and many other elements critical to the success of a CBO. For the last session’s discussion of how to apply for a CBO position, he is joined by members of the SSC team.

Participants evaluated all sessions and provided the evaluations to the steering committee for review. Evaluation survey results are available online and linked to here.

Training ScheduleThe training dates are designed to accommodate the participants’ work schedules. Each of the 10 sessions begins on Friday afternoon and continues all day on Saturday. Participants are responsible for travel and lodging costs. All other costs are covered by FCMAT. Most participants’ employers help cover the costs, and scholarships are available for those with limited funds.

The training sessions are distributed over 12 months and include approximately 150 hours of classroom instruction and more than 250 hours of independent work outside the classroom.

Training sessions were held at the Hilton Garden Inn in Sacramento, with the exception of the November session, which was held at the California Association of School Business Officials (CASBO) CBO Symposium in Monterey. Classes were held from 3 to 9 p.m. on Friday and from 8 a.m. to 3 p.m. on Saturday. In addition, there were a number of optional financial sessions from 1 to 3 p.m. on Friday that allowed participants to receive more in-depth training on specific topics.

The master schedule is shown below:

Session Date

I April 24 & 25, 2015

II June 26 & 27, 2015

III August 7 & 8, 2015

IV September 11 & 12, 2015

V October 9 & 10, 2015

VI November 19-21, 2015

VII December 11 & 12, 2015

VIII January 8 & 9, 2016

IX February 19 & 20, 2016

X March 11 & 12, 2016

http://fcmat.org/wp-content/uploads/sites/4/2016/10/CBO-Mentor-12th-Cohort-Eval-Survey-Results-All-sm.pdf

Executive Report

17

Evaluation SystemThe CBO Mentor Program for 2015-16 established clear goals and objectives. To measure effectiveness and ensure accountability, the CBO Mentor Program steering committee designed and established evaluation procedures to assess desirable instructor characteristics and measure the extent to which curriculum goals and objectives were being met.

Instructor/presenter characteristics were evaluated on a numerical scale of 1 (below satisfactory) to 5 (excellent). Additional sections on each evaluation form allowed participants to answer open-ended questions about how to improve curriculum delivery. The curriculum content for each session was evaluated throughout the year-long program. All evaluations are on file.

Participants complete their evaluations electronically by 5 p.m. on the first Monday after each weekend class. All evaluations are submitted to lead instructor Bill McGuire, who summarizes the information.

Each session is evaluated and the results are shared with the presenters, providing them with measurable feedback regarding the effectiveness of the presentation, as well as suggestions for improvement.

Mentors are asked to complete an evaluation before each session and provide immediate feedback on their interaction with their mentee.

Formative Evaluation, Positive ApproachFormative evaluation was used to sample the process of learning and to help guide decisions about how the curriculum might be improved. Participants and presenters were evaluated in a nonthreatening manner. The evaluation system was designed to help those being evaluated adopt strategies that resulted in improvement and increased effectiveness.

This positive approach both demonstrates and fosters trust among the CBO Mentor Program instructors, mentors and participants. The steering committee members believe that the instructors’ current practices in education are proven and successful. Participants are able to work in an environment of trust and respect that enables them to give honest written feedback on the instructors’ performances and on curriculum standards.

CBO Mentor Program FCMAT liaison Bill Gillaspie talks to participants.


18

CBO Mentor Program instructors anticipate that formative and positive evaluations will result in growth. The goal is to nurture a professional climate that encourages and enables change and commitment to excellence as it adapts to meet participants’ ongoing needs. This approach has resulted in nonthreatening evaluations that promote growth for the overwhelming majority of instructors and participants.

Colleagues EvaluateOne of several innovations that make the CBO Mentor Program unique is that colleagues are asked to evaluate each other and the overall instructional system. The mentors, meeting with Joel Montero, are asked to perform a midyear evaluation in November to rate the effectiveness of the curriculum, participants, and overall instructional delivery. This peer review provides a relevant and practical way to receive feedback from colleagues qualified to make judgments about what it takes to become a successful CBO.

During the 12 midyear reviews conducted to date, program leaders have received valuable suggestions that in many instances were implemented immediately.

Rating OutcomesThe evaluation data on file show a high rate of satisfaction among mentors and participants. The curriculum and instruction was typically rated as above average or excellent. Participants noted that they gained valuable knowledge and skills that could be applied to their existing positions, or help them obtain a CBO position. Each participant indicated that the program was worthwhile and that they would recommend the program to colleagues who aspire to become CBOs.

Follow-Up Survey of ParticipantsThe CBO Mentor Program Steering Committee, through FCMAT, conducts informal follow-up surveys of participants in each cohort. The results indicate that participants who attended the CBO Mentor Program have significantly advanced their careers.

Writing Assignments and Midyear EvaluationA successful CBO must be able to communicate well with a variety of audiences. The CBO Mentor Program is fortunate to have FCMAT’s technical writers teach a writing and communication segment on the first weekend of the program.

Participants Tim Goree and Joan Velasco.

Executive Report

19

In addition, the program provides multiple opportunities for writing assignments and evaluation. Participants are required to write a 300-word paper on an assigned topic for most sessions.

The first assignment is to write about student achievement in the participant’s district. This assignment is evaluated by the mentor and then given a thorough, in-depth review and rewrite by the FCMAT writers, which sets the stage for this important element of the program. Other writing topics are assigned throughout the year including LCFF, budget philosophy, and cash flow issues. Participants are charged with making their communication understandable to the general public.

In November, the program conducts a midyear evaluation with each participant that focuses on a number of criteria (see below). A short written summary of the verbal conversation is provided to the participant and the mentor.

Midyear evaluation elements:

• Individual feedback – How is the program working for the participant?• Team presentation – Review of team dynamics and elements of the presentation• Individual presentation style • Class participation• Writing skills• General leadership• Overall assessment

For the writing segment, the program has a professional writer who is not affiliated in any way with education. The writer reviews the portfolio of work done to date and evaluates grammar, punctuation, sentence structure and flow. In addition, the writer evaluates and provides input regarding whether the document is understandable to the general public.


20

Candidate Assessment Candidate assessment is a result of collaboration with the California Association of School Business Officials (CASBO) to identify measurable standards required of participants who wish to obtain the CASBO CBO certification after successfully completing the CBO Mentor Program. The mentor and participant complete the candidate assessment. The participant is responsible for making contact with the CASBO CBO certification chairperson and for following the application procedure that CASBO has developed.

Appendix B contains a copy of the CBO Mentor Program candidate assessment document. In the candidate assessment process, the CBO Mentor Program participant and mentor meet, and the mentor rates the participant’s skills and recommends the participant for either CASBO CBO certification or additional study.

The participant’s skills are rated in the following categories:

1. Basic business knowledge2. Leadership3. Operations

The participant is rated against measurable standards to determine if they meet the standard, exceed the standard, or should pursue professional growth in order to meet the standard.

If a participant is recommended by their mentor for CBO certification, he or she applies to CASBO for certification. If the CASBO certification advisor concurs with the mentor assessment, the participant will receive CBO certification.

The candidate assessment has proven to be a reliable measurement of whether the program has prepared a candidate to obtain CASBO CBO certification. It is another example of how the CBO Mentor Program provides relevant and measurable accountability for its curriculum and content standards.

Executive Report

21

CBO MentorsThe dictionary defines mentor as a wise and trusted guide and advisor, teacher, or counselor. Pairing experienced and successful CBOs with participants makes the CBO Mentor Program unique and sets it apart from other similar programs. The mentors are the cornerstone of the program and are critical to the success of program participants.

Many of the mentors have served in the program since the beginning. The most successful mentors often nominate participants they believe have the attributes to be successful. The mentors serve as the best advertisement for the program.

PurposeMentors work with their assigned participants throughout the program. They review and provide input into their assignments, provide feedback on current education finance and budget issues, and share the knowledge and wisdom they have gained from years of experience in the field.

QualificationsCBOs who desire to become mentors in the program are expected to meet the following qualifications:

• Currently hold the position of CBO or are actively involved as a retired CBO.• Have extensive experience as a CBO, typically 10 years or more.• Have hands-on experience in all facets of school business operations.• Hold a degree in a business-related field, CBO certification, or demonstrated workplace

experience.• Have demonstrated performance developing school business personnel.• Are committed to providing one-to-one mentoring support to each participant.• Are able to provide work-study supervision to a participant according to the curriculum

guidelines.

Selection ProcessMentors are matched to participants based on compatible skill sets and needs as well as geographic considerations. Mentors from past programs are often selected to participate again. An individual may apply to be a mentor, and the selection committee may also recruit individuals they believe will be a good match as a mentor for a particular participant.

Mentor ResponsibilitiesMentors are expected to do the following:

• Be available to the participant and provide guidance and support to the participant via email, telephone, or in person. Core instructor Bill McGuire sends out a survey monthly and collects feedback from mentors about their interaction with participants.

• Monitor assigned projects and provide feedback to the participant.


22

• Provide an objective evaluation of the participant’s progress by providing regular feedback to the participant.

• Participate in a joint evaluation of the program between mentor and participant at the November meeting.

• Complete all evaluation forms regarding the effectiveness of the CBO Mentor Program as requested by FCMAT.

• Provide FCMAT with feedback regarding strengths and weaknesses of the CBO Mentor Program curriculum.

• Attend one of the two orientation sessions (required):• Mentor orientation held in conjunction with the CASBO conference, or • Mentor orientation held at the opening session of the class.

• Mentors are welcome to attend all class sessions. Mentors are especially encouraged to attend at least the first class session, the evaluation meeting at the November CBO Symposium, and graduation ceremonies.

• At the end of the program, assess the participant’s areas of strength and identify areas of growth.

CASBO CBO certification is not automatic: at the end of the program, the mentor makes a recommendation to the CASBO certification advisor regarding whether the participant should receive CBO certification. The mentor may recommend that the participant take additional classes to become qualified. Final award of the CBO certification depends on the decision of the CASBO certification advisor.

FCMAT CEO Joel Montero (right) meets with mentors Cathy Bojorquez, Terry Bradley, (second table back), Wendy Benkert and Tish Koch (front table).

Executive Report

23

Teaming an experienced CBO mentor with each program participant ensures that each participant completes the program successfully. It is anticipated that mentors will continue to be trusted resources for the participants as they move forward in their careers as CBOs.

CBO Mentor CoordinatorA coordinator is defined as someone who sees that things run harmoniously. The CBO Mentor coordinator is a key link between the mentors and the program’s leaders, ensuring the flow of communication and information between both groups.

PurposeThe main purpose of the mentor coordinator is to provide assistance, support, and communication to the mentors, and to monitor their activities with the participants. As a member of the steering committee, the coordinator attends all leadership meetings and reports on mentor activities and on concerns that may have been expressed regarding any participants. The coordinator attends the CASBO mentor orientation, CASBO alumni social, first day of class/mentor orientation, November midyear review, and graduation.

ResponsibilitiesThe CBO Mentor coordinator does the following:

• Proposes initial assignment of mentors to participants for the steering committee, based on geographic location and reasonable accommodation.

• Meets with mentors at the initial orientation and midyear evaluation to review their responsibilities and the program’s expectations of them; seeks their input regarding the program’s effectiveness.

• Communicates regularly with mentors about the participants’ upcoming projects and timelines.

• Meets with mentors at the orientation to seek their input regarding the program’s effectiveness, and provides input regarding whether their participant should be recommended for CASBO CBO certification.

• Is available to mentors and responds to their questions and concerns.• Is available to participants in the event of problems with their mentors.• Communicates regularly with the FCMAT program coordinator.• Participates as a member of the steering committee.• Receives and maintains a file of annual candidate assessment documents at the completion

of each cohort.• Follows up with mentors to ensure 100% return of monthly surveys, and follows up on

comments and concerns.The communication, coordination and support provided by this position is a critical element that ensures the success of the program for both mentors and participants. The mentor coordinator works with everyone involved to further the success of the program.


24

Steering Committee The primary purpose of the CBO Mentor Program steering committee is to serve in an advisory role to FCMAT, which funds the program through its professional development program. The committee is chaired by Joel Montero, Chief Executive Officer of FCMAT.

Following is a list of CBO Mentor Program steering committee members for the 12th cohort:

Joel Montero Fiscal Crisis & Management Assistance Team

William Gillaspie, Ed.D. Fiscal Crisis & Management Assistance Team

Francie Heim CBO Mentor Core Instructor

Bill McGuire CBO Mentor Core Instructor

Mary Turcotte Mentor Coordinator

In addition to formal meetings, steering committee members communicate regularly on an informal basis to monitor, evaluate and guide the progress of the CBO Mentor Program. Upon the completion of each CBO training session, committee members are debriefed to determine the strengths and weaknesses of the session.

CBO Mentor Program leaders and steering committee members: (L-R) Lead Instructor Bill McGuire, Mentor Coordinator Mary Turcotte, Lead Instructor Francie Heim, FCMAT Deputy Administrative Officer and liaison Bill Gillaspie, and FCMAT CEO Joel Montero.

Executive Report

25

Budget The FCMAT board of directors has been very involved and is supportive of FCMAT taking a leadership role in professional development in California to help school districts maintain fiscal accountability and sound fiscal practices.

The FCMAT board has also been supportive of allocations from the FCMAT budget to help meet California school districts’ need for trained and qualified CBOs.

To ensure that selected participants are able to attend the workshops, a scholarship fund account was established so that any participants who could not afford travel and lodging would have these fees paid for by CASBO.

The actual expenditures for the FCMAT CBO Mentor Program twelfth cohort (2015-16) were as follows.

12th Cohort Actual Expenses

April 2015 - March 2016

ACCT-Object Purchase Order/Contract Amount

4300 Supplies $2,243 .82

5200 FCMAT travel & reimbursement $2,371 .93

5600 Rentals & Leases $2,799 .48

5800 Mentors $44,800 .00

5800 Facilitators/Coordinator $73,750 .02

5800 Speakers $1,471 .61

5800 CASBO - V#8277 $11,825 .85

5800 El Dorado COE V#13167 $6,920 .16

5800 Miscellaneous $881 .94

5800 Hilton Garden Inn - V#25967 $22,572 .97

Grand Total $169,637.78


26

Summary of Assignments and Activities for the YearA summary of assignments and activities for Cohort 12 is available online and linked to here.

Participant and Mentor ApplicationsThese applications are available online and linked to here:

Participant Application

Mentor Application


http://fcmat.org/wp-content/uploads/sites/4/2016/10/CBO-Mentor-Participant-Application-2015-16.pdf

http://fcmat.org/wp-content/uploads/sites/4/2016/10/CBO-Mentor-Mentor-Application-2015-16.pdf

Executive Report

27

Appendices

Appendix A

CBO Mentor Program 2015-16 Participants

CBO Mentor Program 2015-16 Mentors

Curriculum Materials Website

Appendix B

CBO Mentor Candidate Assessment Form


28

Executive Report

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Appendix A

CBO Mentor Program 12th Cohort Participants

Monique Benjamin Lawndale Elementary SDJessica Carson-Hull Tuolumne County Supt. of SchoolsLisa Cavin Plumas USDKeith D. Crafton LACOECorbett Elsen Tamalpais Union HSDRob Fox Private SectorPhilippa Geiger Capistrano USDTim Goree Fairfield-Suisun USDMaria S. Granado Hueneme ESDGabriel Halls Fresno COEMichael R. Hodson Walnut Valley USDNathanial C. Holt Pomona USDRick Jensen Cucamonga SDTerrell Martinez San Joaquin COEMelissa Mercado Woodland Joint USDSilvia Montejano Rio Bravo-Greeley USDKathleen Moore Private SectorJamie Phillips Upland USDRudolph Ramirez Scotts Valley USDMario Rodriguez CA Community Colleges Chancellor’s OfficeManoj Roychowdhury West Covina USDSusan Rutledge Clovis USDDana Smith South Pasadena USDGary Stine Orange County Department of EducationJoan Velasco Bonita USDBryan Wakefield Fremont USD


30

CBO Mentor Program 12th Cohort Mentors

Lydia CanoTami EthierGinger FitzgeraldScott PriceKaren MaloneyDon ZimringTish KochKelly Bartel (Morgan)Cathy BojorquezKelly PorterfieldMichael BishopLeslie BarnesMaureen EvansJim ThomasDon GattiRobert HarteJohn GrayVince ChristakosMary HartMarisa PloogRob CoghlanTerry BradleyEva LueckWendy BenkertKris OlafssonRaul Parungao

Executive Report

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Curriculum Materials WebsiteComplete curriculum materials, student assignments, portfolios, evaluations and other documents are accessible on the program’s Google Drive website under the Drive section of www.google.com. Relevant items are posted the Wednesday before each session so that participants can review material prior to the session if desired. Additional resources are also posted as they become available to build a resource library for participants.


32

Executive Report

33

Appendix B

Candidate Assessment Form


34

Executive Report

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prod

uced

.

Abili

ty to

com

mun

icat

e bu

dget

dat

a De

mon

stra

ted

abili

ty to

do

a bu

dget

pre

sent

atio

n to

the

scho

ol

boar

d or

oth

er li

ke g

roup

usin

g ap

prop

riate

tech

nolo

gies

.

Com

pute

r lite

racy

, sp

read

shee

t sof

twar

e De

mon

stra

ted

abili

ty to

use

a v

arie

ty o

f com

pute

r app

licat

ions

with

em

phas

is on

pre

sent

atio

n so

ftwar

e an

d sp

read

shee

t liter

acy.

Executive Report

37

Page

3 o

f 4

Lead

ersh

ip

Desc

riptio

n M

eets

St

anda

rd

Exce

eds

Stan

dard

Area

of

Pro-

fess

iona

l G

row

th

Sens

itivi

ty to

Con

fiden

tial

Issu

es

Und

erst

ands

dist

rict p

oliti

cs, l

egal

com

mun

icat

ions

and

co

nfid

entia

lity

of in

form

atio

n.

Wor

king

with

the

med

ia

Und

erst

ands

the

impo

rtan

ce o

f wor

king

with

the

med

ia.

Has t

he

abili

ty to

com

mun

icat

e cl

early

and

con

cise

ly th

e ap

prop

riate

m

essa

ge.

Logi

cal T

hink

ing

Skill

s Ab

ility

to re

ason

; exh

ibits

soun

d ju

dgm

ent.

Anal

ytic

al A

bilit

ies

Can

iden

tify

prob

lem

s/iss

ues a

nd th

eir c

ompo

nent

par

ts, e

valu

ate

optio

ns, a

nd re

com

men

d vi

able

solu

tions

.

Crea

tive

Fina

ncin

g &

En

trep

rene

ursh

ip

Abili

ty to

pro

vide

fina

ncin

g op

tions

and

to p

rovi

de le

ader

ship

in

thei

r im

plem

enta

tion

Faci

litat

ion

skill

s Ab

ility

to le

ad g

roup

s, e

licit

all n

eede

d in

form

atio

n an

d ha

ve g

roup

s fe

el p

ositi

ve a

bout

the

proc

ess a

nd o

utco

mes

.

Lead

ersh

ip

Abili

ty to

iden

tify

the

“big

pic

ture

”; a

bilit

y to

per

suad

e pe

ople

to

take

act

ion.

Col

labo

rate

s wel

l with

oth

ers.

Com

mun

icat

ion

Abili

ty to

com

mun

icat

e w

ell i

n w

ritte

n fo

rm.

Stro

ng p

ublic

spea

king

sk

ills.

Peop

le S

kills

/Rel

atio

nshi

ps

Und

erst

and

the

impo

rtan

ce o

f bui

ldin

g re

latio

nshi

ps w

ithin

the

dist

rict a

nd th

e co

mm

unity

.


38

Page

4 o

f 4

Ope

ratio

nal

Desc

riptio

n M

eets

St

anda

rd

Exce

eds

Stan

dard

Area

of

Pro-

fess

iona

l G

row

th

Tran

spor

tatio

n

Und

erst

ands

tran

spor

tatio

n sy

stem

s and

met

hods

. Un

ders

tand

s ro

utin

g m

etho

dolo

gy a

nd a

ssum

ptio

ns.

Know

ledg

e of

lega

l re

quire

men

ts fo

r tra

nspo

rtat

ion.

Food

Ser

vice

s Kn

owle

dge

of re

venu

e st

ream

s for

food

serv

ices

; leg

al

requ

irem

ents

for f

ood

prep

arat

ion

in sc

hool

s. U

nder

stan

ds th

e po

tent

ial e

ntre

pren

euria

l asp

ects

of f

ood

serv

ice

prog

ram

s.

Mai

nten

ance

and

O

pera

tions

Kn

owle

dge

of c

lean

ing

stan

dard

s for

scho

ols;

wor

k or

der s

yste

ms

and

impo

rtan

ce o

f ong

oing

inve

stm

ent i

n fa

cilit

y m

aint

enan

ce.

Hum

an R

esou

rce

Man

agem

ent

Know

ledg

e of

hiri

ng a

nd fi

ring

prac

tices

in C

A pu

blic

scho

ols.

U

nder

stan

d th

e im

port

ance

of r

ecru

itmen

t, re

tent

ion

and

eval

uatio

n of

em

ploy

ees.

Faci

litie

s Kn

owle

dge

of fu

ndin

g so

urce

s for

faci

litie

s; le

gal c

onst

ruct

ion

and

bid

requ

irem

ents

. U

nder

stan

ding

of b

ond

elec

tion

proc

ess.

Info

rmat

ion

& T

echn

olog

y Sy

stem

s Kn

owle

dge

of in

form

atio

n sy

stem

s in

scho

ols;

use

of t

echn

olog

y in

ed

ucat

ion;

Era

te a

pplic

atio

ns, s

uppo

rt to

use

rs, e

tc.

Risk

Man

agem

ent

Know

ledg

e of

insu

ranc

e op

tions

; cos

t con

tain

men

t prin

cipl

es; l

egal

re

quire

men

ts fo

r ins

uran

ce.

Lega

l Ab

ility

to re

ad, u

nder

stan

d an

d in

terp

ret e

d co

des;

con

trac

ts a

nd

othe

r leg

al d

ocum

ents

.

Heal

th a

nd W

elfa

re

Know

ledg

e of

cos

t con

tain

men

t prin

cipl

es; m

etho

ds o

f fun

ding

for

Heal

th &

Wel

fare

.

Colle

ctiv

e Ba

rgai

ning

Kn

owle

dge

of le

ader

ship

asp

ects

as w

ell a

s fisc

al a

spec

ts o

f ne

gotia

tions

.

Purc

hasin

g an

d Bi

d Aw

ards

Kn

owle

dge

of le

gal r

equi

rem

ents

; opt

ions

for p

urch

asin

g pr

oduc

ts.

Dem

ogra

phic

s/Sc

hool

St

affin

g Kn

owle

dge

of st

affin

g cl

assr

oom

s and

the

appr

opria

te c

lass

ified

su

ppor

t per

sonn

el.

Executive Report

39

Fiscal Crisis and Management Assistance Team1300 17th Street-City Centre

Bakersfield, CA 93301661-636-4611 • www.fcmat.org

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