long range facilities plan, bond program 2010 range facilities plan, bond program 2010 restie ih 10...

Kirby

Hopkins

Park Village

WagnerCandlewood

Woodlake Hills

PaschallMetzger

Woodlake

Elolf

Spring Meadows

ConverseJudson

Thompson Center

FranzKitty Hawk

Early College Academy

Olympia

Coronado

Salinas

Learning Academy

Rolling Meadows

Masters

Miller’s Point

Hartman

Long Range Facilities Plan, Bond Program 2010

Crestview

IH 10

IH 35

IH 410

1604

1604

Kirby

Hopkins

Park Village

WagnerCandlewood

Woodlake Hills

Paschall

Metzger

Woodlake

Elolf

Spring Meadows

ConverseJudson

Thompson Center

Crestview

FranzKitty Hawk

Early College Academy

Olympia

Coronado

Salinas

Learning Academy

KEYElementary School

Middle School

High School

Rolling Meadows

Masters

Judson

Miller’s Point

Hartman

JISD 2010Existing Schools

Judson ISD 2010 Bond Plan 3

Table of Contents, SummaryTable of Contents

Planning Committee 4Planning Process, Schedule 5Demographics 6-11Visioning 12Facility Assessment 13 The Plan- Summary 14-15 New Facilities 16-19 Existing Facilities 20-25 Financial Implications 26-27Motion Calling the Bond Election 28-35

Summary

The need to consider a long range facilities plan and bond program grew from two factors:• Demographic projections indicate the JISD en-

rollment will grow from 22,187 in 2010 to 27,024 by 2019--an increase of 4837 students or almost 22%. Absent new facilities, existing schools will have to serve enrollments far beyond their capacities.

• Many of the District’s existing facilities are in need of capital improvements that cannot be realized via Maintenance and Operations fund-ing. Many of these improvements are essential to keeping facilities in operation.

JISD assembled a Planning Committee comprised of some 33 representatives of the community and District plus supporting expertise from the Admin-istration,demographers,plannersandfinancialadvisors. The Committee met 6 times over a 3 month period preparatory to making a recommen-dation to the Board of Trustees in early August.

Steps in the process included:• Demographic/enrollment projects for the next 10

years (see pages 6-11 that follow).• A visioning process to review broad aspirations

for schooling in the future.• An assessment of the condition of the District’s

existing facilities (see page 13 that follows). The Committee reviewed the assessment in detail and visited all of the facilities to determine thefinalscopetobeincludedintheplan.

• A review of the District’s bonded indebtedness and its capacity to undertake facility improve-ments.

The Board reviewed the recommendation to finalizethePlanandonAugust19,calledabondelection to be held on November 2, 2010. The ele-ments of the plan were organized in three proposi-tions to be considered by the voters. These are further described on pages 14-25.

Bond Program $198,800,000

Proposition 1 $63,600,000 Includes renovations at almost all of the District’s existing schools and support facilities (see pages 21-25). Proposition 2 $63,500,000 Includes 2 new elementary schools (ES #18 and ES #19), land for new/future schools, technology, a satellite transportation center, and library books.

Proposition 3 $71,700,000 Includesthefirstphaseofanewhighschoolandan Education Support Center (indoor swim center, community library, and a professional develop-ment center.

4 Judson ISD 2010 Bond Plan

Alexander SaucedoArt CardozoBeth LewisDelia Medrano-FinchElida BeraElisa HusekGiles BabbsHenry EmbryHope OldsJames GomezJames Roden

Richard LaFoilleRick MaasSheryl HudspethSonny MerrellSteve SalyerTrey HarrisYolanda RodriguezJohn C. GilliamJorge TopeteJose LagunaJose Macias

Planning Committee

JISD Administration Beverly Ahr Daniel Kershner John Orona Victor Valdez Dorretta Walker Steve YoungPASA Demographics Pat Guseman Kris PoolSHW Group Daniel Perez Michael Martinez Matt Waguespack Frank KellySamco Capital Markets, Inc. Allen Westerman Duane Westerman

A Planning Committee was formed to guide and review the creation of a plan to meet JISD’s future facility needs. The Committee’s diverse mem-bership included representatives of the Board of Trustees, the District’s administration and faculty, parents and the community. The Committee met six times over three months to review demograph-icprojections,financialdata,assessmentsof

existing buildings, and visions for the future. With the background, the Community reviewed options for new facilities, improvements to existing facili-ties and acquisitions of land and technology to ad-dressneedswithintheDistrict’sfinancialcapabili-ties. Having reached a consensus, the Committee recommended a Plan to the Board of Trustees at a workshop on August 4.

Juanita PattersonJune AdairKarin JahnLinda SteeleLisa PfeifferMike GrantNancy CisnerosPeggy LaresRenee LafreniereRenee PaschallJeff Curry


From the start of planning to the bond election in November 2010, the process spanned seven months organized in four distinct phases as de-scribed by the schedule below.1- Gathering Information provided an informed context within which the plan was created. It included enrollment projections, assessment of existingfacilities,reviewofdistrictfinancesandcapabilities and visions for the future of schooling.

Planning Process, Schedule2- Planning explored options for addressing the District’sneedswithinitsfinancialcapabilities.3- Calling the Election, the Board of Trustees finalizedtheplananddeterminedthatabondelection was appropriate.4- Public Relations informs the community about the District’s growth and needs, and its plans for the future prior to the bond election.

A 10 M J J A S O N D

Board Meetings, 3rd Thursdays4/15 5/20 6/17 7/15 8/19 9/16 10/21 11/18 12/16

*11/2/10 Bond Election

Demographics, Capacities- PASAFacility Conditions Assessment

Financial AssessmentSupport Functions Assessment

Public Opinion Assessment

Board Approval of Vision

Planning Committee Meeting 1

Finalize the Plan

Recommendation to Board

8/19 Call Bond Election- latest date 8/24/10

Publicizing Bond Election

Gathering Information

Planning

Calling the Election

Communications

Visioning4/21 5/5 5/10

6/22

7/13

7/22

8/4

5/25

6/8

5/6Planning Committee Meeting 2






DemographicsJISD utilized expertise from a company specializ-ing in demographics called Population and Survey Analysts (PASA) to predict student enrollment for the next ten years. Overall, it is projected that Judson ISD’s enrollment will grow from a total of 22,187 students in the 2010 school year to 27,024 in 2019--an increase of 4,837 students or 22%.

PASA considered several sources for and types of data including:•State Data Center•Alamo Area Council of Governments•Leading Indicators of Employment•Housing Starts and Planning Housing Occupan-

cies•Ratios of Students per Occupied Home•Evaluation of regenerating subdivisions

To project future student enrollments, PASAprepared projections of new housing per year per subdivision, calculated the ratio of students per household for each subdivision, and generated projections of student population by planning unit for the ten year projection period.

The charts below and the maps which follow de-scribe these projections for each school and com-pare them to the school’s current capacity to serve students. In the charts, the District’s schools are listed on the left and organized by type--elementa-ry, middle and high schools. The following data is provided for each school for each of the ten years in the projection period.


Demographics•Total Capacity- the number of students the

school will serve with current instructional pro-grams.

•Total Projected Enrollment- the projected num-ber of students based on the current attendance zones.

•Capacity less Enrollment- the difference be-tween the capacity and the projected enrollment. A positive number means there will be more ca-pacity than students. A negative number means thecapacitywillbeinsufficient.

•Projected Enrollment/Capacity- Enrollment expressed as a percentage of capacity. 100+% indicates the school will not accommodate all of the projected enrollment.

Those numbers shaded in green indicate capacity in excess of enrollment. Those numbers shaded

in yellow indicate enrollment in excess of capacity. Totals are provided at the end of each group of schools (elementary, middle, high).

Maps graphically describing these same data are provided on pages 9-11. For each school, there is a green vertical bar that is proportional to the school’s enrollment capacity. A solid green bar in-dicates that the school is operating at its capacity. If the bar is partially empty, the school is operating below its capacity. If there is a yellow bar above the green bar, it indicates existing or projected enrollment in excess of capacity.

One of the major objectives of this planning is to useexistingcapacityefficientlyandtocreatenewspace to serve growth.


Demographics


Demographics- Elementary Schools


Demographics- Middle Schools


Demographics- High Schools


Erica AdkinsBeverly AhrYvonne AngladaMarcus AnthonyLaTonya BakerDestiny BarreraElida BeraJodi BoehmeTeresa BonnettLilo BrillBetty BrionesGera ChestnuttIvas ChestnuttChrysta ColwellPatricia DonahueNicole EllisMelvin EchardTeresa EllisonCarol FaragherRob FieldsErika GarzaMichael GarzaDebbie GradyNakeshia GravesAnita HernandezLinda HoffmanMichelle HoganBetty HolmesHolly HolmesLissette IrizarryShannon KindleKathryn KorelichRenee LafreniereHarlee Lanier

Nicole LanierKimberly LeeArt LeSieurJesus HernandezCindy HubbartBeverly LogueSusan MartinLaura MedoneSonny-Peter MerrellTarilyn MooreJosh MounceMaurice MounceJanet MudgeAlexandra NievesSusan NunezDestiny PriceEtta ReedDiana SalazarDebra SalinasMelinda SalinasDonald StewartBryce StoeplerBrandy SwygartTina TolliverKathleen TuttleMary Kay TysonRobert UrbanowiezSarah Van SciverJanlen WaclawczykDoretta WalkerGreta WarnerTim WesteJeffrey WheatcraftMary Williams

Visioning- Findings/Directions

Visioning Topics

Elementary Findings/Directions1 Learning Resource Centers2 Parental Involvement3 Outstanding Staff4 Science5 Technology6 Organization of Teaching Spaces7 Safety and Supervision8 Environmental Stewardship

Secondary Findings/Directions1 Learning in the 21st Century2 Time/Organization of School Day3 Organization of Instructional Spaces4 School Sizes5 Resources for 21st Century Learning6 Maintaining Outstanding Staff7 Parent/Community Involvement8 Counseling & Advisories9 Library10 Visual and Performing Arts11 Career and Technology Education12 PE and Athletic Programs13 Safety, Security14 Technology15 Schools of Choice

A long range facility plan is a critical undertak-ing in the life of a school district--virtually every aspect of schooling may be impacted. Visioning isaprocessfortesting/confirmingoldassump-tionsanddefiningaspirationsforthefuture.JISDcreating a 67 member visioning committee includ-ing students, teachers, staff, parents and com-munity representatives. The group met for a total of 13 hours and developed statements describ-ing what they believe about learning in the future called Findings and statements about how to accomplish those beliefs called Directions. The Findings/Directions addressed the topics listed below. One may obtain a copy of the Findings/Directions at http://www.judsonisd.org/district/Operations/LongRangeFacilityPlanning/bond/documents/451000200-JISD-BondPlanning-Find-ingsandDirections-05-20-10.pdf.

Visioning Committee Members


Facility AssessmentThe facility assessment process began with a district administered survey that requested infor-mationonbuildingandinstructionaldeficiencies.Surveys were distributed to members of the com-munity and all campuses. The responses were grouped by campus and combined with informa-tion from interviews and meetings with mainte-nance and facilities staff to develop a campus by campus laundry list of needed improvements.

Over a period of three months, campuses were visited by architects and additional items were identified,alongwithinvestigationoftheitemsidentifiedinthedistrictconductedsurveys.Oneof the initial steps was to estimate an order of magnitudeforeachandeverydeficiencyidenti-fied.Asthebondplanningcommitteemeetingsprogressed,additionalinformationoneachdefi-ciency was presented to assist the bond planning

committee with their deliberations. The initial list of campus needs totaled over $360 million. Over the course of two months meetings continued with the bond planning committee dividing into two sub-committees. Each sub-committee was as-signed ½ of the schools in the district and given the responsibility of visiting the schools; discuss-ing the needs with campus administration and prioritizingthespecificneedsofeachcampus.Insubsequent meetings the sub-committees each presentedtheirfindingsandrecommendedwhichdeficienciestoincludeinapotentialbond.Therecommendations were then reviewed with JISD Administration and the Facilities Department to assess all implications and associated costs for eachitem.Inthefinalmeetingofthebondplan-ningcommitteethelistofdeficiencieswasfurtherscrutinizedandafinallistofprojectswasidenti-fiedforinclusioninapotentialbond.


The PlanThe Plan was developed by the Planning Commit-tee,reviewedandfinalizedbytheBoardofTrust-ees as the basis for the November 2010 Bond Election. The Plan is summarized graphically by the chart (opposite page), and by further descrip-tions on the pages that follow. The following notes describe how to read the chart:•The chart shows the same ten year period

(2010-2019) for which the demographic projec-tions were done. The plan considers the full ten year period, but only those projects within the next 5 years are to be funded via the November 2010 bond election. Each year is divided into quarters and school years are indicated by the grey background tone. •Another bond election is anticipated in 2015

to fund future projects. The actual date of fu-ture elections will be determined by enrollment growth and facility conditions.•The total bond program is for $198,800,000

of which $132,213,308 is for new facilities, $65,600,000 is for existing facilities, library books and technology, and $986, 692 is for bond sales fees. •Projects and expenditures which are to be fund-

ed in this bond program are indicated by solid colored bars. Those funded in previous or future bond programs are indicated by hollow bars.•For typical projects, the colored bars indicate

when design work is to start and when construc-tion is to be completed--typically at the end of August before the start of a new school year. The colored ‘dot’ indicates when construction con-tracts are to be bid and therefore when costs are fixed.•The name and estimated cost for each project is

indicated to the right of the time bars described above. Each cost is the total budget for the proj-ect and may include the site purchase, survey, testing and design fees, construction, furnish-ings, equipment, technology and materials of instruction.

New FacilitiesThe plan calls for 2 new elementary schools. A third elementary school is to be built shortly after theanticipatedbondprogramin2015.Thefirst

new elementary school (750 students) is to be located in the Converse/Salinas area and is to open in the fall of 2012. Work must begin on this elementary school immediately after the bond election. The second elementary school will be located either in the south or north depending on updates in the demographics during 2012. This school is to open for the fall of 2014.

No new middle school is required within this bond program, but another middle school will be re-quired within the ten year planning period.

With the development in the north and crowding atJudsonHighSchool,thefirstphaseofanewhigh school (core for 1600 students, classrooms for 800) is included in the bond program. It would open for the fall semester for 2015. Because of the lengthy period required for site permits, design work on the school should begin in January 2011 shortly after the bond election.

Other new structures and/or expenditures include a Transportation Building to open in 2013, an Indoor Swim Facility to open in 2014, land pur-chases for future schools, technology purchases, and funding for expenses related to the District’s management of the bond program.

Existing FacilitiesThe facility assessment (re: pages 13 above, 21-24 below) reviewed capital improvements required at each of the District’s existing facilities. The projects have been distributed over the bond program period to address needs, and to balance both the expenditures and work load for district staff.

Improvements at other existing facilities will in-clude support facilities, the purchase of books for existing libraries, and asphalt and concrete paving projects.


The Plan


The Plan- New Facilities

Elementary 18, Converse/Salinas AreaCapacity: 750 studentsGrades to be served: PK-5Opening: Fall 2012Projected building area: 114,035 GSFBudget: $20,336,063Description: The school is to be organized around grade level pods.

Elementary 19, (North/South) Capacity: 750 studentsGrades to be served: PK-5Opening: Fall 2012Projected building area: 114,035 GSFBudget: $23,061,095Description: The school is to be organized around grade level pods.

High School 3, Phase 1Core Capacity: 1600 studentsClassroom Capacity: 800 studentsGrades to be served: 9-12

Opening: Fall 2015Projected building area: 227,670 GSFBudget: $61,700,000Description: High School 3 is to be a comprehen-sive school with core studies, career technology, special education, visual and performing arts, and PE/Athletic programs. The school is to be orga-nized around small learning communities each for 400 students and spaces for both core and CTE studies. Core and CTE studies are to be inte-grated to make teaching/learning more relevant, engaging/motivating for students.

Transportation BuildingOpening: 2013Budget: $2,500,000Description: The new satellite transportation facil-ity will allow the district to handle bus transporta-tion for areas in the southern part of the district. This will allow for shorter bus routes, fuel savings and reduced wear on buses. The new facility will be built adjacent to the recently completed Mainte-


The Plan- New Facilitiesnance Facility near Woodlake Hills Middle School. The facility will include bus bays for minor bus maintenance such as oil changes and tire rotation, an outdoor fueling station, a small building with of-fices,andparkingfor50busesand65vehicles.

Education Support CenterOpening: 2014Budget: $10,000,000Description: Judson ISD is negotiating with sev-eral neighboring public entities including the city of Converse, the city of San Antonio and Bexar County for a jointly funded and operated “Com-munity Center”. Discussions for possible inclusion in the project are an Indoor Swim Center, a com-munity library, and a professional development center.

Land PurchasesBudget: $3,500,000Description: JISD is under contract for an 18+ acre site at the corner of Loop 1604, Thornton, and Coppergate, which is currently being paid out of fund balance. The fund balance would be reimbursed by Bond funds. Additional properties are being sought for projects in both the North and South ends of the district.

Technology and SecurityBudget: $10,000,000Description: The goal of all technology expansion and upgrades is to enhance teaching and student learning at Judson ISD. The technology program would fund the needed infrastructure to support increased student computing and the digital de-vices and peripherals needed to prepare students for the 21st century. Additionally, funds would be used to foster a safe and secure learning environ-ment through upgrades and additions to campus and facility security camera and access control systems.

Bond ExpensesBudget: $1,116,150Description: Funds will be allocated to provide for Bond support personnel to include; an accoun-tant, project managers and possibly an inspector. Personnel will help administer Bond funds as well as monitor and report on the progress of projects throughout construction.


The Plan- New Facilities, Elementary

This map shows the proposed two new elementary schools (in red) and their anticipated impact on enrollments at the other schools.


The Plan- New Facilities, High Schools

This map shows the proposed phase 1 (in red) of a new high school in the north and its antici-pated impact on enrollments at the Judson and Wagner.


The Plan- Existing Facilities

Thetablesandtextonthefollowingpagesbrieflydescribe the nature and cost of improvements proposed at the District’s existing facilities.


The Plan- Existing FacilitiesMulti-media and Literary Updates for Learning Resource CentersBudget: $2,000,000Description: Funds will be used to provide, dis-trict wide, books upgrades for campus Learning Resource Center’s (LRC’s), formally known as Libraries. The goal of the district is to provide, district-wide, the quantity of books necessary for attaining Texas Education Agency “Recognized” status.

Support FacilitiesBudget: $170,000Description: Life Safety improvements will be made at both the Administration Building and at the Educational Resource Center (ERC). The boiler at the ERC will be replaced and ADA sig-nage will be added at the existing Transportation Center.

Pavement Improvements and RepairsBudget: $4,100,000Description: Paving and parking improvements will be made at numerous schools, including in-creased parking capacities, asphalt and concrete repairs to parking lots, parent drop-off lanes, bus lanes, and outdoor play areas.


The Plan- Financial Implications

JUDSON INDEPENDENT SCHOOL DISTRICTPROJECTED I&S TAX IMPACT

Tax Projected Bonds Projected Tax Increase/(Decrease) per yearYear to be Issued Tax2010-11 67,570,000$ 0.43480$2011-12 69,100,000$ 0.43469$ (0.00011)$2012-13 61,975,000$ 0.44781$ 0.01312$2013-14 0.47755$ 0.02974$2014-15 0.48726$ 0.00971$2015-16 0.48269$ (0.00457)$2016-17 0.49415$ 0.01146$

These projections are made using the following assumptions:Tax collections are 95% of the totalThe estimated growth in taxable assessed values is projected to be :2010-11 2.25%2011-12 1.00%2012-13 2.00%2013-14 2.00%2014-15 3.00%2015-16 4.00%2016-17 4.00%Judson ISD will continue to receive IFA assistance equal to the current amount.

Assessed Total Increase MonthlyValuation Before New Bonds After New Bonds in Taxes Increase

0.4348 0.49415 from 2010$100,000 $369.58 $420.03 $50.45 $4.20$125,000 $478.28 $543.57 $65.29 $5.44$150,000 $586.98 $667.10 $80.12 $6.68$175,000 $695.68 $790.64 $94.96 $7.91$200,000 $804.38 $914.18 $109.80 $9.15

2010-2011 2016-2017 $0.05935projected projected

Total I&S Tax Bill


The Plan- Financial Implications

PROJECTED I&S TAX RATE WITH PROPOSED BOND ELECTION

0

0.05

0.1

0.15

0.2

0.25

0.3

0.35

0.4

0.45

0.5

0.55

2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17


Motion to Call Election


OfficialBallot

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