Records Requested and Why

K-12 School Districts and Charter Schools

Oral request for copies

Most recently filed Form 700 statements of financial interests for district board members, assistant superintendent for business services (or superintendent if district too small to have the former), and purchasing agent if any (see background on Form 700s at “http://www.fppc.ca.gov/index.html?id=6″).

The Form 700 shows whether elected board members, or key employees in charge of approving district contracts for goods or services, may have income sources (stock, partnerships, business ownerships, etc.) – directly or through community property with their spouses – that may legally disqualify them from voting on (or approving as staff) proposals that could financially benefit those interest.

Written request to inspect

  1. Agenda and minutes of a board meeting held approximately 90 days prior.These records show how quickly the district staff is producing board meeting minutes (some are surprisingly backlogged).
  2. Employment contract and actual salary and other cash compensation for the year of 2008 paid to the superintendent and to any district administrator reporting directly to him or her.These records would show how much more money, if any, these top district officials were paid than their basic contracts called for.
  3. Records of any disciplinary actions toward/discharges of any employee since August 1, 2007 after investigation involving complaints/suspicion of:– sexual or violent misbehavior toward students, peers or subordinates, and/or
    — theft or misappropriation of district property, and/or
    — embezzlement of district funds, and/or
    — solicitation or acceptance of gifts or favors contrary to law or district policy, and/or
    — misuse of district credit card or submission of fraudulent expense reimbursement claim

    These records would show any serious misconduct confirmed by investigation and resulting in disciplinary action.

  4. Most recent five district credit card and/or expense reimbursement statements for superintendent, assistant superintendents, principals of schools, and district board members, and the district’s expense reimbursement policy adopted by the board in compliance with Government Code Section 53232.2.These records show recent travel, meal, lodging and other expenses charged to a district-issued credit card or claimed for reimbursement – when incurred, for what items, paid to what merchant or other business.
  5. Any litigation settlements since August 1, 2007 involving the payment of $50,000 or more to the plaintiff or claimant.These records would show allegations of negligence, contract breach or deliberate violations of rights by the district serious enough to make resolution preferable by a substantial payout of funds; they may show patterns calling for investigation and corrective attention.
  6. Any pre-litigation claims since August 1, 2007 alleging tortious conduct or the violation of state or federal law.These records would show allegations of negligence, deliberate violations of rights or failure to comply with the law by the district; they may show patterns calling for investigation and corrective attention.
  7. Any records of expulsion since August 1, 2007, including the date and cause.These records would show the instances of most serious student misconduct; they may show patterns calling for investigation and corrective attention.
County Office of Education

Oral request for copies

Most recently filed Form 700 statements of financial interests for county board of education members, the county superintendent and purchasing agent if any (see background on Form 700s at “http://www.fppc.ca.gov/index.html?id=6“).

The Form 700 shows whether elected board members, or key employees in charge of approving district contracts for goods or services, may have income sources (stock, partnerships, business ownerships, etc.)- directly or through community property with their spouses – that may legally disqualify them from voting on (or approving as staff) proposals that could financially benefit those interest.

Written request to inspect

  1. Agenda and minutes of a board meeting held approximately 90 days prior.These records show how quickly the district staff is producing board meeting minutes (some are surprisingly backlogged).
  2. Employment contract and actual salary and other cash compensation for the year of 2008 paid to the superintendent and to any district administrator reporting directly to him or her.These records would show how much more money, if any, these top district officials were paid than their basic contracts called for.
  3. Records of any disciplinary actions toward/discharges of any employee since August 1, 2007 after investigation involving complaints/suspicion of :– sexual or violent misbehavior toward students, peers or subordinates, and/or
    — theft or misappropriation of county property, and/or
    — embezzlement of county funds, and/or
    — solicitation or acceptance of gifts or favors contrary to law or county policy, and/or
    — misuse of county credit card or submission of fraudulent expense reimbursement claim

    These records would show any serious misconduct confirmed by investigation and resulting in disciplinary action.

  4. Most recent five district credit card and/or expense reimbursement statements for the superintendent, and administrators reporting directly to him or her.These records show recent travel, meal, lodging and other expenses charged to a district-issued credit card or claimed for reimbursement – when incurred, for what items, paid to what merchant or other business.
  5. Any litigation settlements since August 1, 2007 involving the payment of $50,000 or more to the plaintiff or claimant.These records would show allegations of negligence, contract breach or deliberate violations of rights by the district serious enough to make resolution preferable by a substantial payout of funds; they may show patterns calling for investigation and corrective attention.
  6. Any pre-litigation claims since August 1, 2007 alleging tortious conduct or the violation of state or federal law.These records would show allegations of negligence, deliberate violations of rights or failure to comply with the law by the district; they may show patterns calling for investigation and corrective attention.
  7. The Williams SARC Data Verification Tool worksheets for all decile 1-3 schools determining the accuracy of the data reported on the school accountability report cards for the 2008-2009 school year, as required by Education Code §1240(c)(2)(I)(iii).These records would show reports to the county superintendent by lower-performing schools in the county as to the sufficiency and adequacy of their instructional materials and the maintenance of their school facilities as shown on their School Accountability Report Cards, and would also show the county superintendent’s evaluation of the accuracy of those reports.
Community College District

Oral request for copies

Most recently filed Form 700 statements of financial interests for district board members, superintendent, assistant superintendent for business services (or superintendent if district too small to have the former), and purchasing agent if any (see background on Form 700s at “http://www.fppc.ca.gov/index.html?id=6″“).

The Form 700 shows whether elected board members, or key employees in charge of approving district contracts for goods or services, may have income sources (stock, partnerships, business ownerships, etc.)- directly or through community property with their spouses – that may legally disqualify them from voting on (or approving as staff) proposals that could financially benefit those interest.

Campus police/security office’s crime log for past seven days.

The log shows the nature, date, time, and general location of each crime within the past two days on or near the campus, reported to campus police, as well as its disposition if known.

Written request to inspect

  1. Employment contract and actual salary and other cash compensation for the year of 2008 paid to the superintendent and to any district administrator reporting directly to him or her, as well as the administrator in charge of procurement and/or contracting.These records would show how much more money, if any, these top district officials were paid than their basic contracts called for.
  2. Records of disciplinary actions toward/discharges of any employee since August 1, 2007 after investigation involving complaints/suspicion of:– sexual or violent misbehavior toward students, peers or subordinates, and/or
    — theft or misappropriation of district property, and/or
    — embezzlement of district funds, and/or
    — solicitation or acceptance of gifts or favors contrary to law or district policy, and/or
    — misuse of district credit card or submission of fraudulent expense reimbursement claim

    These records would show any serious misconduct confirmed by investigation and resulting in disciplinary action.

  3. Most recent five district credit card and/or expense reimbursement statements for the superintendent and the administrators reporting directly to him or her.These records show recent travel, meal, lodging and other expenses charged to a district-issued credit card or claimed for reimbursement – when incurred, for what items, paid to what merchant or other business.
  4. Any litigation settlements since August 1, 2007 involving the payment of $50,000 or more to the plaintiff or claimant.These records would show allegations of negligence, contract breach or deliberate violations of rights by the district serious enough to make resolution preferable by a substantial payout of funds; they may show patterns calling for investigation and corrective attention.
  5. Any pre-litigation claims since August 1, 2007 alleging tortious conduct or the violation of state or federal law.These records would show allegations of negligence, deliberate violations of rights or failure to comply with the law by the district; they may show patterns calling for investigation and corrective attention.
  6. Titles, descriptions and names of those appointed to positions created from August 1, 2007 to date academic years with a compensation of $100,000 or more.These records would show recently created higher-paying jobs and the persons appointed to fill them and might indicate questionable personnel actions.
  7. Records identifying gifts of more than $1,000 received by the campus from August 1, 2007 to date, describing each gift of property, specifying whether each gift of funds was restricted or unrestricted, and if restricted, the purpose for which intended.These records would show any larger recent gifts of property or funds, and if the latter, what special purpose the funds were donated for.
  8. Records showing receipt of fees for parking passes, meter deposits and fines collected from August 1, 2007 to date and records showing total expenses for parking security devices and personnel from August 1, 20007 to date.These records would show revenue and expenses for student parking fees and fines.
  9. Any proposals or plans for spending any federal stimulus funds.These records would show what preferences if any the district or its colleges expressed for the use of federal stimulus finds.
  10. The most recent annual report required by the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act.These records would show statistics on reports of the following crimes occurring on or near the campus received by campus police in the previous year: sex offenses, burglary, negligent manslaughter, robbery, aggravated assault, vehicle theft, arson, alcohol and drug law violations and unlawful weapons possession.
  11. Income and expense reports, and records reflecting the price markup of books and other course-required tools and materials sold at the campus bookstore, most recently distributed to all, or a majority of all, of the members of the governing body of the auxiliary organization operating the bookstore, in connection with any discussion or action by the board.These records would show how much students are required by the campus bookstore to pay for textbooks and other required course-related materials in excess of the wholesale price.
California State University Campus

Oral request for copies

Most recently filed Form 700 statements of financial interests for the president, the vice president in charge of business and the official in charge of purchasing or contracting. (see background on Form 700s at “http://www.fppc.ca.gov/index.html?id=6″“).

The Form 700 shows whether elected board members, or key employees in charge of approving district contracts for goods or services, may have income sources (stock, partnerships, business ownerships, etc.)-directly or through community property with their spouses – that may legally disqualify them from voting on (or approving as staff) proposals that could financially benefit those interest.

Campus police/security office’s crime log for past seven days.

The log shows the nature, date, time, and general location of each crime within the past two days on or near the campus, reported to campus police, as well as its disposition if known.

Written request to inspect

  1. Employment contract and actual salary and other cash compensation for the year of 2008 paid to the president and all vice presidents, as well as the administrator in charge of procurement and/or contracting.These records would show how much more money, if any, these top district officials were paid than their basic contracts called for.
  2. Any contracts for more than $50,000 signed the president or any vice president since August 1, 2007.These records show the larger purchases of goods or services requiring the signature of top campus officers.
  3. Records showing the nature and cost of any work of improvement, remodeling, maintenance, addition or repair on the president’s residential property paid for by the university since August 1, 2007, including but not limited to payments supported by gifts to the university.These records would show non-salary benefits in the form of home improvements provided to the president and which donor, if any, underwrote the improvements.
  4. Records of disciplinary actions toward/discharges of any employee since August 1, 2007 after investigation involving complaints/suspicion of:– sexual or violent misbehavior toward students, peers or subordinates, and/or
    — theft or misappropriation of university property, and/or
    — embezzlement of university funds, and/or
    — solicitation or acceptance of gifts or favors contrary to law or university policy, and/or
    — misuse of university credit card or submission of fraudulent expense reimbursement claim

    These records would show any serious misconduct confirmed by investigation and resulting in disciplinary action.

  5. Most recent five district credit card and/or expense reimbursement statements for the president and the vice presidents or other officials reporting directly to you, as well as the administrator in charge of procurement and/or contracting.These records show recent travel, meal, lodging and other expenses charged to a district-issued credit card or claimed for reimbursement – when incurred, for what items, paid to what merchant or other business.
  6. Any litigation settlements since August 1, 2007 involving the payment of $50,000 or more to the plaintiff or claimant arising out of an alleged event involving this campus or its personnel in particular.These records would show allegations of negligence, contract breach or deliberate violations of rights by the district serious enough to make resolution preferable by a substantial payout of funds; they may show patterns calling for investigation and corrective attention.
  7. Any pre-litigation claims since August 1, 2007 alleging tortious conduct or the violation of state or federal law in an event involving the Sacramento campus or its personnel in particular.These records would show allegations of negligence, deliberate violations of rights or failure to comply with the law by the district; they may show patterns calling for investigation and corrective attention.
  8. Titles, descriptions and names of those appointed to positions created from August 1, 2007 to date with a compensation of $100,000 or more.These records would show recently created higher-paying jobs and the persons appointed to fill them and might indicate questionable personnel actions.
  9. Records identifying gifts of more than $1,000 received by the campus from August 1, 2007 to date, describing each gift of property, specifying whether each gift of funds was restricted or unrestricted, and if restricted, the purpose for which intended.These records would show any larger recent gifts of property or funds, and if the latter, what special purpose the funds were donated for.
  10. Records showing receipt of fees for parking passes, meter deposits and fines collected from August 1, 2007 to date and records showing total expenses for parking security devices and personnel from August 1, 20007 to date.These records would show revenue and expenses for student parking fees and fines.
  11. Any proposals or plans for spending any federal stimulus funds.These records would show what preferences if any campus officials expressed for the use of federal stimulus finds.
  12. Records showing all athletic or performance-based arts or music scholarships of $1,000 or more in value awarded from August 1, 2007 to date, showing the sport or art or music performance recognized, the amount and the sex and anticipated graduation year (class) of the recipient.These records would show which sports or artistic performance areas received the highest scholarship support and the breakdown of scholarship recipients in terms of sex and class level.
  13. Any departmental policies determining how merit pay or other discretionary compensation is to be calculated for particular positions.These records would show how much variation exists from department to department, if any, in the standards for awarding extra pay for performance.
  14. The most recent annual report required by the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act.These records would show statistics on reports of the following crimes occurring on or near the campus received by campus police in the previous year: sex offenses, burglary, negligent manslaughter, robbery, aggravated assault, vehicle theft, arson, alcohol and drug law violations and unlawful weapons possession.
  15. Income and expense reports, and records reflecting the price markup of books and other course-required tools and materials sold at the campus bookstore, most recently distributed to all, or a majority of all, of the members of the governing body of the auxiliary organization operating the bookstore, in connection with any discussion or action by the board.These records would show how much students are required by the campus bookstore to pay for textbooks and other required course-related materials in excess of the wholesale price.
University of California Campus

Oral request for copies

Most recently filed Form 700 statements of financial interests for the chancellor, the vice chancellor in charge of business and the official in charge of purchasing or contracting. (see background on Form 700s at “http://www.fppc.ca.gov/index.html?id=6″“).

The Form 700 shows whether elected board members, or key employees in charge of approving district contracts for goods or services, may have income sources (stock, partnerships, business ownerships, etc.)- directly or through community property with their spouses – that may legally disqualify them from voting on (or approving as staff) proposals that could financially benefit those interest.

Campus police/security office’s crime log for past seven days.

The log shows the nature, date, time, and general location of each crime within the past two days on or near the campus, reported to campus police, as well as its disposition if known.

Written request to inspect

  1. Employment contract and actual salary and other cash compensation for the year of 2008 paid to the chancellor and all vice chancellors, as well as the administrator in charge of procurement and/or contracting.These records would show how much more money, if any, these top district officials were paid than their base pay called for.
  2. Any contracts for more than $50,000 signed by the chancellor or any vice chancellor since August 1, 2007.These records show the larger purchases of goods or services requiring the signature of top campus officers.
  3. Records showing the nature and cost of any work of improvement, remodeling, maintenance, addition or repair on the chancellor’s residential property paid for by the university since August 1, 2007, including but not limited to payments supported by gifts to the university.These records would show non-salary benefits in the form of home improvements provided to the president and which donor, if any, underwrote the improvements.
  4. Records of disciplinary actions toward/discharges of any employee since August 1, 2007 after investigation involving complaints/suspicion of:– sexual or violent misbehavior toward students, peers or subordinates, and/or
    — theft or misappropriation of university property, and/or
    — embezzlement of university funds, and/or
    — solicitation or acceptance of gifts or favors contrary to law or university policy, and/or
    — misuse of university credit card or submission of fraudulent expense reimbursement claim

    These records would show any serious misconduct confirmed by investigation and resulting in disciplinary action.

  5. Most recent five district credit card and/or expense reimbursement statements for the chancellor and the vice chancellors or other officials reporting directly to you, as well as the administrator in charge of procurement and/or contracting.These records show recent travel, meal, lodging and other expenses charged to a district-issued credit card or claimed for reimbursement – when incurred, for what items, paid to what merchant or other business.
  6. Any litigation settlements since August 1, 2007 involving the payment of $50,000 or more to the plaintiff or claimant arising out of an alleged event involving this campus or its personnel in particular.These records would show allegations of negligence, contract breach or deliberate violations of rights by the district serious enough to make resolution preferable by a substantial payout of funds; they may show patterns calling for investigation and corrective attention.
  7. Any pre-litigation claims since August 1, 2007 alleging tortious conduct or the violation of state or federal law in an event involving the Sacramento campus or its personnel in particular.These records would show allegations of negligence, deliberate violations of rights or failure to comply with the law by the district; they may show patterns calling for investigation and corrective attention.
  8. Titles, descriptions and names of those appointed to positions created from August 1, 2007 to date with a compensation of $100,000 or more.These records would show recently created higher-paying jobs and the persons appointed to fill them and might indicate questionable personnel actions.
  9. Records showing receipt of fees for parking passes, meter deposits and fines collected from August 1, 2007 to date and records showing total expenses for parking security devices and personnel from August 1, 2007 to date.These records would show revenue and expenses for student parking fees and fines.
  10. Records showing receipt of fees for parking passes, meter deposits and fines collected from August 1, 2007 to date and records showing total expenses for parking security devices and personnel from August 1, 2007 to date.These records would show revenue and expenses for student parking fees and fines.
  11. Any proposals or plans for spending any federal stimulus funds.These records would show what preferences if any campus officials expressed for the use of federal stimulus finds.
  12. Records showing all athletic or performance-based arts or music scholarships of $1,000 or more in value awarded from August 1, 2007 to date, showing the sport or art or music performance recognized, the amount and the sex and anticipated graduation year (class) of the recipient.These records would show which sports or artistic performance areas received the highest scholarship support and the breakdown of scholarship recipients in terms of sex and class level.
  13. Any departmental policies determining how merit pay or other discretionary compensation is to be calculated for particular positions.These records would show how much variation exists from department to department, if any, in the standards for awarding extra pay for performance.
  14. The most recent annual report required by the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act.These records would show statistics on reports of the following crimes occurring on or near the campus received by campus police in the previous year: sex offenses, burglary, negligent manslaughter, robbery, aggravated assault, vehicle theft, arson, alcohol and drug law violations and unlawful weapons possession.
  15. Income and expense reports, and records reflecting the price markup of books and other course-required tools and materials sold at the campus bookstore, most recently distributed to all, or a majority of all, of the members of the governing body of the auxiliary organization operating the bookstore, in connection with any discussion or action by the board.These records would show how much students are required by the campus bookstore to pay for textbooks and other required course-related materials in excess of the wholesale price.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s