For a Helping Hand, Look at the End of Your Arm: Funding Facilities Locally

Thursday, June 25, 2015

Presented by:  
Lozano Smith LLP, a CASBO Premier Partner
Harold Freiman, Partner with Lozano Smith LLP
Daniel Maruccia, Partner with Lozano Smith LLP
Tatia Davenport, Deputy Executive Director/COO, CASBO
CASBO partners with Lozano Smith to examine the pressing issues facing school districts when it comes to facilities and funding. The panel focuses on available sources of local funding, including various types of bonds and other debt instruments, Community Facilities Districts and developer fees. Particularly during periods of limited state facilities funding, alternative funding measures addressed by the panel have become more prevalent.
Specific topics include:

 Developer Fees:
School impact fees for school facilities
Trends during the economic recovery specific to developer fees
Opportunities for school districts to become more prepared during the recovery
Developer contributions beyond statutory fees 
Local Financing:
Vehicles aside from General Obligation Bonds
Local funding serving as a bridge in between statewide bonds and funding
Obstacles to achieving local financing options
Mello Roos Community Facilities Districts  
About Harold Freiman: In addition to serving as general counsel for school districts throughout California, Mr. Freiman offers specific expertise in areas such as property, facilities, the California Environmental Quality Act, developer fees, the Brown Act, the Public Records Act, board governance, and school district organization. Mr. Freiman is a frequent presenter for CASBO and other organizations, and serves on the Associate Member Committee for CASBO. He is also a member of the California Council of School Attorneys. Mr. Freiman has represented the Education Legal Alliance of the California School Boards Association as amicus counsel on several matters before the California Supreme Court.
About Daniel Maruccia: Daniel Maruccia is a Partner in Lozano Smith's Sacramento office and co-chair of the firm’s Public Finance Practice Group. His areas of expertise are public finance, facilities and business, and local government. Mr. Maruccia advises clients on a variety of transactional matters affecting school districts including facilities funding, public contracts, and other business transactions. He is nationally recognized as municipal bond counsel in the Bond Buyers' Municipal Marketplace Guide, commonly referred to as "The Red Book." Mr. Maruccia is a member of the National Association of Bond Lawyers, the State Bar of California, and has served on the Board of Directors of the Public Law Section of the Sacramento County Bar Association.
About Lozano Smith: Lozano Smith is a full-service education and public agency law firm serving hundreds of California's K-12 and community college districts, county offices of education, and universities. The firm's expertise includes, but is not limited to, personnel matters, labor relations, real property and construction matters, constitutional issues, special education, student discipline, school funding, charter schools, bond elections, governance, and litigation in all areas of representation. Lozano Smith has offices in 8 California locations: Fresno, Los Angeles, Monterey, Petaluma, Redding, Sacramento, San Diego and Walnut Creek.
For more information on this or other legal topics, or to obtain a copy of Lozano Smith’s Developer Fee Handbook, please contact Harold Freiman or Daniel Maruccia.