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Political Leaders Engineered State Control of Oakland Public Schools

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OUSD was required to borrow $100 Million when they only needed $37 Million. Assemblymember Sandre Swanson pressured state schools Supt. O’Conncell for three years, resulting in return of local control

State control of the Oakland Unified School District has changed its form over the years since the takeover in 2003 but remains a constant presence in determining policy in the public school system.

When the state fired Oakland Schools Supt. Dennis Chaconas and suspended the Board of Education in June 2003, some of the outlines of state control soon became clear: school closures, rapid growth of charter schools; attempts to sell school property to real estate developers and the lease of school sites to charter schools.

Always on the defensive, community groups have thwarted some of the school closures and several times prevented the sale of the district headquarters’ property to developers.

Aligned against the district in its fight for local control were East Senator Don Perata, president of pro tem of the State Senate, known for his connections to powerful developers; State Supt. of Public Instruction

Don Perata

Jack O’Connell, with ties to billionaire charter school advocate Eli Broad; former governor and then Mayor Jerry Brown, a close Perata ally; Sheila Jordan, Alameda County Superintendent of Schools: and the Fiscal Crisis and Management and Assistance Team (FCMAT), an organization based in Bakersfield that is funded by the state to intervene in school districts but is lacking in state oversight.

FCMAT was led by Tom Henry and Joel Montero.

While the state administrator ultimately was removed in 2009, a state trustee with power to rescind the district’s financial decisions remains in place.

The takeover was presented as a necessity designed to save the district from bankruptcy, but the reality remains very controversial and raises questions about the role of powerful political and economic interests.
Apparently forgotten was a previous unsuccessful takeover attempt promoted by Senator Perata even before the district uncovered an economic shortfall.

When the district became aware that it had overspent its budget in 2003, the OUSD administration developed a plan to maintain local control, which included borrowing money from construction funds reimbursed by the state. The district would then repay the money to itself.

“The use of the bond money in this way was approved by OUSD’s bond attorneys, who happened to be the bond attorneys for the State of California, and expert in their field,” according to Jesse Douglas Allen-Taylor, writing at the time for the Berkeley Daily Planet.

Many people said that “Mr. Perata was the driving force behind the 2003 state seizure of the Oakland public schools,” wrote Allen-Taylor.

Rather than approve the fund-borrowing transfer, then County Supt. of Schools Jordan asked for an opinion from State Attorney General Bill Lockyer, who declared the transfer illegal and blocked OUSD from using the money to balance the budget.

The district was forced to borrow $100 million rather than the $37 million it needed.
“In a mass community meeting later held at Allen Temple Baptist Church, Ms. Jordan defended her actions by saying that she could not allow the bond transfer because it was illegal,” according to Allen-Taylor.
When Jordan ran for reelection, she was criticized by her opponent Newark Superintendent of Schools John Bernard for her role in the takeover.

“Other county superintendents allow districts to use bond money as a loan when the district is going into the red,” Bernard told the press. “The incumbent, Sheila Jordan, did not allow Oakland to use the bond money, they went into default, and the state took over,” he said.
The political maneuvers behind the state takeover were suggested in an Oakland Tribune article written by then Tribune staff writer Robert Gammon, now editor of the East Bay Express.

“(Some) say office and cell phone records obtained by the Oakland Tribune provide evidence the takeover, and the resulting loss of local control of Oakland’s schools, was politically orchestrated,” Gammon wrote.
“The records show top officials from the Bakersfield-based Fiscal Crisis and Management Assistance Team (FCMAT) called Oakland Mayor Jerry Brown, the office of state Sen. Don Perata, D-Oakland, and then-Compton schools chief Randy Ward at least 40 times each in the months before the takeover,” according to Gammon.

Randolph Ward, a graduate of Eli Broad’s superintendent taining progarm, became the district’s first state administrator.
Brown and Perata had publically supported a takeover during the preceding year. They voiced support for “placing Ward and FCMAT in charge of the school district,” wrote Gammon.

Leading up to the takeover, FCMAT officials made no calls to the Oakland school leaders they were appointed to advise on how to solve the district’s financial problems.
The records show FCMAT officials did not call Supt. Chaconas or school board President Greg Hodge in the six months prior to the takeover, according to the Tribune.

“FCMAT (pronounced fick-mat) was supposed to be our fiscal advisers,” Hodge told the Tribune. He and Chaconas said FCMAT officials did not return their calls for months.
“They were supposed to be helping us. But instead they turned this into a political campaign to take over the district,” said Hodge.

Sheila Jordan in an interview with the Post disputed those who said the takeover was political.

Sheila Jordan

The district wanted to use facilities bond funds to pay off the shortfall, she said. “Many districts do that understanding that because those funds were passed by the voters to update and build schools, districts by law must establish their ability to repay what is a short-term loan.”

“Oakland did not have anywhere near the revenues to repay the bond loan. The hole in their budget was $27 million,” Jordan said.
“The investigation discovered a plug in the budget. It rolled over into the following year and resulted in close to a $65 million deficit,” she said. “I never did understand why the loan was $100 million.”

The analysis of the district’s finances was conducted by School Services of California, the Fiscal Crisis Management and Assistance Team (FCMAT) and Alameda County Office of Education “working together at the table,” she said.

“The Trib(une) reporting at that time was upholding a theory of action that was wholly discredited by the facts produced by the fiscal experts,” said Jordan.

Disagreeing with Jordan was Lewis Cohen, who served as an assistant superintendent in Dennis Chaconas’ administration at the time of the takeover.

“The 2003 state take-over was a largely political process. The $100-million-dollar loan was concocted by then County Superintendent Jordan’s experts and put into legislation by Senator Perata, as she seems to have conveniently forgotten,” he said.

“We lobbied against this legislation at the time, but Perata and his allies forced the loan on the school board by blocking the legal use of construction funds reimbursed by the state,” said Cohen.

“These were not bond funds and carried no legal restrictions at all, much less that the loan needed to be short-term,” Cohen added.
Direct state control of the school district was ended in 2009, due in part to the efforts of Assemblyman Sandre Swanson, wrote reporter Allen-Taylor at the time.

“Without Mr. Swanson’s dogged persistence on the Oakland school issue (for) three years, it is probable that local control would still be years away,” he wrote.

“Mr. O’Connell gave every indication that uncless he was forced to do so under pressure, he would hold onto the Oakland schools.”

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Commentary

COMMENTARY: Why Local School Tax Measure G1 Will Not Be on the November Ballot

POST NEWS GROUP — Measure G1 is the local tax measure that supports middle school teacher retention and the expansion of arts, music, and world language programs at both OUSD middle schools and charter middle schools. The current measure expires in 2029.

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iStock.

There has been considerable speculation recently about why Measure G1 will not appear on the November ballot and what that means for the Oakland Unified School District’s current budget.

I want to provide some clarity about what happened and, importantly, what did not happen.

Measure G1 is the local tax measure that supports middle school teacher retention and the expansion of arts, music, and world language programs at both OUSD middle schools and charter middle schools. The current measure expires in 2029.

Because these funds are important to our schools and to the continuity of these programs, the district initially intended to place a renewal initiative on the November ballot to provide greater early certainty about funding beyond the expiration of the current measure.

As part of that process, the Board scheduled a special meeting for the required public hearing on the ballot initiative. There has been some suggestion that this meeting was noticed only one day in advance. That is not accurate.

Public hearings of this nature are subject to specific notice requirements, and the meeting must be noticed at least two weeks before the hearing. In practice, the notice may appear even earlier depending on publication schedules. The notice for the Measure G1 public hearing was published in the Tribune on 7/24/2026 and 7/31/2026.

So, why wasn’t the Measure G1 paperwork ultimately filed?

After the Board approved placing the measure on the ballot, the next step required the Alameda County Superintendent of Schools to sign the necessary paperwork before it could be submitted to the Oakland City Clerk.

During that process, Alameda County Superintendent Alysse Castro raised concerns about potential litigation stemming from another court case unrelated to OUSD and about whether proceeding with the measure could expose the district or County to legal challenges. Superintendent Castro’s action is unprecedented and concerning. 

It is important to distinguish between the Board’s decision to pursue Measure G1 and the subsequent procedural and legal issues that arose. The Board did approve moving forward with the measure. The measure did not fail because the Board chose not to support it, nor was the public hearing improperly noticed.

The decision not to proceed with the November ballot was made in light of the County’s concerns about potential litigation and the County’s required approval process.

We also need to be clear about what this does, and does not, mean for OUSD’s current budget. The existing Measure G1 funds remain available through the expiration of the current measure in 2029. The immediate issue is the longer-term continuity of funding beyond that date, not the elimination of these resources from the current year’s budget.

Our responsibility as a Board is to protect the educational programs and services our students depend on while ensuring that our decisions comply with the law and protect the district from unnecessary legal and financial risk.

We will continue working to understand the County’s concerns, explore our options, and advocate for the resources our students deserve. Our middle school students, teachers, and school communities deserve stability, and continued investment in arts, music, world languages, and teacher retention—and that work remains a priority for Oakland Unified.

Jennifer Brouhard is a retired OUSD educator and is the current OUSD School Board President representing District 2.

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Community

Less Affluent School Districts, Including Sacramento City, Face Threat of State Takeover

POST NEWS GROUP — Speaking on the July 15 show, “Education Today,” hosted by education professor Kitty Kelly Epstein, Taylor Kayatta, a certificated public accountant (CPA) who serves as the first vice president of SCUSD, spoke about the ongoing struggle of their board and community to keep SCUSD from being taken over.

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First Vice President of Sacramento City Unified School District Taylor Kayatta and family. Courtesy photo.

A recent show on radio station KPFA 94.1 featured a discussion about the racialized threats to less affluent urban public school districts as state authorities pressure school leaders to take out bailout loans to resolve budget shortfalls. These loans come with draconian terms that eliminate the authority of voter-selected school boards and impose extreme austerity measures, including the closure of many schools in poorer neighborhoods.

A dozen mostly minority school districts have been forced under state control in the past 20 years, including the Oakland Unified School District. At present, Sacramento City Unified School District (SCUSD), an ethnically and racially diverse district of about 42,000 students, is the target, but the district’s school board and the community are fighting back.

Speaking on the July 15 show, “Education Today,” hosted by education professor Kitty Kelly Epstein, Taylor Kayatta, a certificated public accountant (CPA) who serves as the first vice president of SCUSD, spoke about the ongoing struggle of their board and community to keep SCUSD from being taken over.

“There’s been pressure on my school district for over a decade now; there’s a feeling (from the state) that we’re intrinsically broken, that we cannot manage our finances,” said Kayatta, who has two elementary students in SCUSD.

“It reached a fever pitch a couple of years ago before COVID; I really felt it as a parent in the community that they were coming for us,” he said.

“Within the past year, they’re back at it again,” he said. “The pressure right now to accept a state loan is something I am not sure I could even describe.”

He said that the outside authorities would not even allow the board to hire its own financial adviser to help find solutions; the state takeover is the only option they want.

“We have a county superintendent in Sacramento County (who) has been on the job for decades. It’s been his mission, in my opinion, that something is wrong with Sac City Unified, that we are the problem child; we need outside control, (and) we shouldn’t be running ourselves,” said Kayatta.

In a district where enrollment is slightly declining, and many students have complex educational needs, SCUSD does face financial difficulties, he continued.

“There’s going to be challenges with the budget in the long term, but I think we need to address that in a way that is community-driven, with the community understanding what it means rather than accepting some blanket (imposed) ‘best practice’ that often involves making dramatic, harsh cuts, things like closing schools without plans.

“If you need to make cuts, make them in a way that makes sense rather than just trying to save a dollar this school year,” he said.

For example, closing a school may save a little money in the short run but almost always means loss of student enrollment as families move out of the district, which ends up costing a district more than it saves and can lead to a cycle of decline and demoralization.

Closely allied with the County Superintendent is the Fiscal Crisis and Management Assistance Team (FCMAT), “which has been at the heels of this district as long as I’ve lived in the district,” he said.

FCMAT is a state-funded nonprofit based in Bakersfield that has been granted sweeping authority under state law to pressure school districts to adopt fiscal austerity.

In theory, something like FCMAT would be a good thing, an agency that would help districts that face some financial difficulties, he said. “But my experience and the experience of people in Sacramento is that they’re an outside agency that has its own motivations.”

“They are not about helping you save your budget and helping you get through temporary (issues). They’re more about taking control over a district that they think shouldn’t be running itself.”

A school board is democratically elected and exists as “the people’s voice,” Kayatta said. Local schools need leadership that understands the problems and issues the community faces, “not an outside appointed group of people from Bakerfield who don’t really understand what Sacramento needs,” he said.

Show host Kitty Kelly Epstein, who actively opposed the state takeover of Oakland schools two decades ago, discussed its impact, which formally lasted until OUSD’s bailout loan was repaid in June 2025.

“When a district is taken over by the state, that means the school board loses all their power, which means that the electors, that’s the residents, lose all their power because they don’t get to elect anybody. There’s somebody put in charge, and they make all the decisions.”

“In the case of Oakland, Oakland’s debt could have been solved internally. That was not allowed by the state senator at the time, Don Perata,” she said.

“The actual amount that the district needed was about $37 million, and they were not allowed to use their own money to cover the debt. The loan that was imposed without the will of the people of Oakland was a $100 million. They fired the superintendent, brought in a state receiver, and spent the $100 million on whatever they wanted because there was no participation by people in Oakland,” she said.

“I know it sounds shocking. It was shocking, and Oakland was not the only district. There were others: Inglewood, Vallejo, Compton, said Kelly Epstein.

“The people who often have the least amount of input anyway, because of inequalities and racism in our system, get the little bit of participation that they have in schools, which is to elect a school board, taken away from them.”

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Black History

Alpha Kappa Alpha Sorority, Inc. Celebrates New North Atlantic Regional Director

WASHINGTON INFORMER — As the 36th Regional Director, Dr. Ringgold will serve on the Alpha Kappa Alpha 18-member Board of Directors and will assist in the implementation of policies and programs under the leadership of International President and Chief Executive Officer Charletta Wilson Jacks.

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Dr. Tonja L. Ringgold, an educator and Life Member of Alpha Kappa Alpha Sorority, Incorporated® (AKA), was installed as North Atlantic Regional Director during the organization’s 72nd Biennial International Convention on July 23 in Las Vegas.

Dr. Tonja L. Ringgold, an educator and Life Member of Alpha Kappa Alpha Sorority, Incorporated® (AKA), was installed as North Atlantic Regional Director during the organization’s 72nd Biennial International Convention on July 23 in Las Vegas.

Dr. Ringgold will serve a two-year term overseeing one of the Sorority’s largest and most historic regions. With more than 17,000 members, the Notable North Atlantic is the birthplace of the sorority, which was established on Jan. 15, 1908, at Howard University in Washington, D.C.

“I am excited and humbled by the faith placed in me to lead,” said Dr. Ringgold. “I welcome the opportunity to give back to this illustrious Sisterhood that has poured so much into me.”

The North Atlantic Region, one of the sorority’s 10 regions in the United States and abroad, comprises undergraduate and graduate chapters in Connecticut, Delaware, the District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, eastern New York, Pennsylvania, Rhode Island, and Vermont.

As the 36th Regional Director, Dr. Ringgold will serve on the Alpha Kappa Alpha  18-member Board of Directors and will assist in the implementation of policies and programs under the leadership of International President and Chief Executive Officer Charletta Wilson Jacks.

Her previous sorority leadership includes serving as the North Atlantic Regional Representative to the International Program Committee and as North Atlantic Region Program Chairman. She also served as president of Epsilon Omega Chapter in Baltimore, Maryland.

Dr. Ringgold represents four generations of Alpha Kappa Alpha women, all initiated into the Alpha Delta Chapter at Morgan State University. She was initiated in 1982, following in the footsteps of her cousin and Alpha Delta Charter member, Mary Anita Short Wheatley, and her mother, Mary Jane Briscoe Short, a life member of the Sorority with 67 years of service. Her daughter Ashley R. Davy was initiated into the Alpha Delta Chapter in 2011.

A nationally recognized educator, Dr. Ringgold has spent more than three decades in higher education. She is a retired Vice President of Academic Affairs within the Community College system and is a faculty member in the Morgan State University’s Community College Leadership Doctoral Program. She also serves as president and CEO of En-Sight Educational and Management Consultants.

She holds a doctorate degree in education, master’s degrees in Applied Psychology, Management, Business Administration, and a bachelor’s degree in Psychology.

In addition to her Alpha Kappa Alpha service, Dr. Ringgold is president of the Baltimore County Chapter of The Pierians, Incorporated; a member of the National Council on Black American Affairs; and a member of the Coalition of 100 Black Women.

She resides in Parkville, Maryland.



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