Report 2017-104 Recommendation 21 Responses

Report 2017-104: Montebello Unified School District: County Superintendent Intervention Is Necessary to Address Its Weak Financial Management and Governance (Release Date: November 2017)

Recommendation #21 To: Montebello Unified School District

To ensure that staff who make or influence district decisions are free from perceived or actual conflicts of interest, Montebello should immediately require designated employees to file statements of economic interests and adhere to its conflict-of-interest policy.

Annual Follow-Up Agency Response From October 2019

Designated employees, including members of the Citizens' Bond Oversight Committee, have filed statements of economic interests as required by the bylaws.

California State Auditor's Assessment of Annual Follow-Up Status: Fully Implemented

If Montebello continues to require designated employees to file statements of economic interests, it will implement our recommendation.


1-Year Agency Response

MUSD has filed statements of economic interests from designated employees including all board members. Forms are filed in the Superintendent's Office and those required to be filed with the L.A. County Supervisors have been sent.

California State Auditor's Assessment of 1-Year Status: Pending

Montebello has not demonstrated that designated employees, such as members of the citizens' bond oversight committee, filed statements of economic interests, as required in its bylaws.


6-Month Agency Response

MUSD has requested of the designated positions to file a statement of economic interests. They are filed in the Superintendent's Office and those required to be filed with the L.A. County Supervisors have been sent.

California State Auditor's Assessment of 6-Month Status: Pending

Montebello did not demonstrate that all designated employees -- such as all of the members of the board of education and members of the bond oversight committee -- filed statements of economic interests.


60-Day Agency Response

MUSD will require all employees approving contracts or expenditures to file a statement of economic interests. Amongst the positions are: Director, Elementary Education; Director, Secondary Education; Director, Special Education; Director, Maintenance, Operations & Facilities; Director, Nutrition Services; Director, Fiscal Services; Director, Adult Education & Support Services; Director, Pupil & Community Services; Director, Administrative Services; Director, Procurement/Logistics, Director, Head Start; Chief of Police Services; Director, Certificated Personnel; Director, Classified Human Resources; Operations Manager; Maintenance Manager; Facilities Projects Manager; Transportation Manager; Budget Manager

California State Auditor's Assessment of 60-Day Status: Pending

Montebello has not demonstrated that designated employees filed statements of economic interests.


All Recommendations in 2017-104

Agency responses received are posted verbatim.