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Tool 02

Bond Readiness Assessment

Score your planning, scope, cost, governance, community, funding and delivery foundations before a bond goes to the ballot.

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Answer each question

Choose the answer that best describes where your district is today. Unanswered questions count as “No.”

Planning foundation

1. Do you have a current Facilities Master Plan (updated within about five years) that documents needs districtwide?
2. Is there a recent facility condition assessment with cost estimates for each site?
3. Are enrollment projections and educational program needs reflected in the plan?

Scope & cost

4. Is there a defined project list tied to documented needs and prioritization criteria?
5. Do project budgets include soft costs, escalation, contingency and owner costs, not just construction?
6. Is the scope sized to what the district can realistically fund and deliver?

Governance

7. Is the board aligned on goals, priorities and a decision timeline?
8. Have you planned the citizens’ oversight committee, audits and public reporting structure?

Community

9. Have staff, families and community members been engaged in identifying needs?
10. Has community opinion research tested priorities and tax-rate tolerance?

Funding strategy

11. Have bonding capacity and tax-rate scenarios been reviewed with a financial advisor?
12. Have state School Facility Program eligibility and other funding sources been identified?

Delivery readiness

13. Are the delivery approach, program management and internal staffing defined?
14. Is there a draft phasing plan and schedule that accounts for design and DSA review timelines?

Your readiness

Readiness score

0%

Readiness level: Early

0 of 14 answered

Foundational planning is still ahead. Focus on documenting needs and building consensus before discussing a bond amount.

By category

  • Planning foundation0%
  • Scope & cost0%
  • Governance0%
  • Community0%
  • Funding strategy0%
  • Delivery readiness0%

Recommended next steps

  1. Planning foundationUpdate or complete a Facilities Master Plan so the bond scope traces back to documented needs.
  2. Planning foundationCommission or refresh a facility condition assessment to quantify needs and support FCI-based planning.
  3. Planning foundationUpdate enrollment projections and confirm educational program needs by site.
  4. Scope & costBuild a prioritized project list using documented, weighted criteria.
  5. Scope & costConvert construction estimates into all-in project budgets before setting the bond amount.
  6. Scope & costTest the scope against realistic bonding capacity and a phased delivery schedule.

For planning purposes only. Results are not a substitute for a professional districtwide assessment.

Next steps

Related serviceProp 2 / State Funding Support Related guideProp 2 and the California School Facility Program: What Districts Should Know Interactive FMPSee where results live: the Interactive FMP

Give us 10 minutes. Let’s compare approaches.

Tell us where your facilities stand and what your board is asking. We’ll share how districts like yours are approaching it. No pitch deck, no obligation.

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