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HomeMy WebLinkAbout06-22-2016 Minutes Special Meeting_IX `—" JOINT SCHOOL DISTRICT NO. 93 `St-x/cleat- St/c. c ess /by Desi,Y/2 " 3497 North Ammon Road, Idaho Falls, Idaho, 83401 (208) 525-4400 r Fax (208) 529-0104 www.d93schools.org Dr. Charles J. Shackett, Superintendent Marjean McConnell, Deputy Superintendent Scott Woolstenhulme, Assistant Superintendent Special Meeting District Board Room June 22, 2016 11:30 AM I. Call to Order Chairman Brian McBride called the meeting to order at 11:30 a.m. Il. Roll Call Chairman Brian McBride present Vice Chairman Paul Jenkins present Treasurer Amy Landers present Trustee Jeff Bird excused Trustee Greg Calder present III. Welcome Visitors and Deleaations Others in attendance were Superintendent Dr. Charles Shackett, Chief Financial/Operations Officer April Burton, Director of Curriculum & Instruction Michaelena Hix, Director Maintenance & Operations John Pymm, District Receptionist Samantha Williams, and Board Clerk Mary Hansen. IV. Items for Discussion A. District Owned Property Review - John Pymm Chairman McBride invited John Pymm to talk about the District Owned Property. Mr. Pymm stated there are three District owned properties that are proposed sites for future elementary schools, located on 52nd East and Courtland Ridge and northeast of Redrock sub -divisions. B. District Property Upkeep — John Pymm Chairman McBride invited John Pymm to discuss the District Property upkeep process relating to recent patron calls. Mr. Pymm explained that the summer grounds crew is not in place until after the end of the student school year; therefore, due to the exceptionally warm weather this past spring, the crew was not in place in order to keep up with the mowing, trimming, and weed control. He proposed a 4 p.m. — 8 p.m. shift and hiring of a spring grounds crew to start before the end of the school year and to contract with a lawn service for broadleaf weed control. Chairman McBride stated that the patrons need to know we are trusted to keep the grounds presentable throughout the year and not just in the summer months. C. Supplemental Levv -April Burton Chairman McBride invited April Burton to discuss the Supplemental Levy. Mrs. Burton clarified that the Supplemental Levy is renewed every two years; our current Supplemental Levy expires in 2017. She reviewed the upcoming election timeframes and stated that August 2016 or March 2017 elections would be best; the District needs to have the next levy in place when the current levy expires in 2017. In accordance with the District's 15 - year plan and the increase in Market Value Growth assumption, she proposed to increase the 2018-2019 Supplemental Levy to $5.8million and increase the amount every two years by 4% going forward. This increase will help the District be more competitive with salaries and thus, increased hiring and retention. Community meetings will be held prior to the election to promote the levy and gain patron support, The Board would like a breakdown of what the Supplemental Levy provides, where the funds are used, and where funding is needed. D. Ground Breaking Event - Board Discussion Chairman McBride opened discussion with the Board to plan the new high school ground breaking, such as who to attend, time, date, etc. The Board selected Friday, July 29, 2016 at 5:00 p.m. for the New High School Ground Breaking Event. The public is invited. Board of Trustees Brian McBride 4 Paul Jenkins F. Amy Landers , Jeff Bird Greg Calder V. Bid Recommendation A. Sandcreek Track & Field Chairman McBride invited John Pymm to present the bid recommendation for the Sandcreek Track & Field project. Mr. Pymm stated that only one bid was submitted from HK Contractors, MOTION: Greg Calder made the motion to approve HK Contractors for the Sandcreek Track & Field project, Paul Jenkins seconded. The vote was 4 in favor with 0 opposed and 0 abstentions. Motion was carried. Mr. Pymm informed the Board that the Church of Jesus Christ of Latter -Day Saints is interested in the west side plot at the new high school site for the Seminary building. They will pay their portion of the property development. He also stated that the District will purchase two modulars from Hope Lutheran Church & School to be used at Discovery and Summit Hills Elementary schools. VI. Board Trainina A. ISBA Summer Institute - Mary Hansen Chairman McBride asked Mary Hansen to talk about ISBA Summer Institute. Mrs. Hansen reviewed the details of this Board training opportunity and asked who is planning on attending. VII. Call for Aaenda Items for Uocomina Meetings Chairman McBride asked for any additional agenda items. Hearing none, he then asked for a motion to adjourn the meeting. A. Annual Meeting - Wednesday, July 13, 2016 - District Board Room - 7:00 p.m. B. ISBA Summer Institute - Thursday, July 21, 2016 - Jefferson School District, Rigby, ID -1:00 p,m, - 6:00 p,m. C. Board Retreat - Friday, July 29 & Saturday, July 30, 2016 - TBD D. District Opening Administration Meeting - Wednesday, August 10, 2016 - Rocky Mountain MS Cafeteria -11:30 a.m. -12:30 p.m. E. Regular Meeting - Wednesday, August 10, 2016 - District Board Room - 7:00 p.m. F. District Opening Meeting - Wednesday, August 24, 2016 - Hillcrest Performing Arts Center - 8:30 a.m.-11:30 a.m. G. Work Session - Wednesday, August 31, 2016 - District Board Room -11:30 a.m. -1:30 p.m. VIII. Adiournment Chairman McBride adjourned the meeting at 12:48 p.m. MOTION: Amy Landers made the motion to adjourn. Greg Calder seconded. The vote was 4 in favor with 0 opposed and 0 abstentions. Motion was carried. APPRO Chairman ATTESTED:i• Clerk AL Date: 7/1 3 /l I BONNEVILLE JOINT SCHOOL DISTRICT NO.93 REAL ESTATE PURCHASES 2004-2014 OWNER SITE DATE ACRES PRICE/ACRE TOTAL Eagle Farms Cloverdale 12-29-2004 3.25 $18,000 $58,500.00 Keith Hansen Rimrock 1-30-2005 11.40 $15,000 $171,000.00 Jay Johnson Woodland Hills 2-28-2005 22.22 $8,000 $177,760.00 Keith Hansen Rimrock 4-06-2005 .60 $15,000 $9,000.00 Val Johnson Discovery 8-02-2006 12.57 $14,000 $176,365.00 Jay Johnson Hitt Road 9-06-2006 12.00 $25,000 $300,000.00 Jerry Welker Fairview 12-20-2006 1.3 + house $154,000.00 WT Development Bridgewater 1-08-2007 11.71 trade 11.43 + $58,500.00 Fred Adams 52nd East 10-01-2007 14.00 $27,500* $385,000.00 Jay Johnson Courtland Ridge 12-12-2008 13.00 $30,000 $390,000.00 John Empey Mt. Valley 12-12-2008 15.46 $32,341 $500,000.00 John Empey Mt. Valley 5-29-2009 4.50 $36,888 $166,000.00 Robert Suitter 4511 E. 1St St. 12-30-2009 79.70 $20,250* $1,613,925.00 Ralph Knight 97th N. Hitt Rd. 5-04-2011 15.00 $8,000 $119,201.44 Stan Boyle N.E. of Redrock 5-26-2011 19.00 $12,000 $228,374.50 Ralph Knight 97th N. Hitt Rd. 11-2-2011 10.00 $7,000 $70,000.00 Mike Armstrong Warm Spring Med. 3-27-2012 14.93 $17,000* $253,810.00 Howard.L. Johnson CAL Warehouse 5=24-2012 36,000 s.f. Building on 3.2 A. $1,375,000.00 Tebbin Johnson Crow Creek 6-1-2012 11.77 $15,000 $176,550.00 Troy Kartchner Crow Creek 6-1-2012 1.88 4 lots $56,000.00 Steven Stanger 11t Street 4-8-2014 40.00 $10,000 $400,000 PiperJaff ray. MEMO Date: June 22, 2016 To: Bonneville Jt. School District No. 93 Board of Trustees & Administration From: Eric Heringer, Piper Jaffray & Co. Re: Bond & Levy Planning Review The following information summarizes the bond and levy planning that was completed in preparation for the November 2015 bond election (and subsequent Series 2016 bond sale) for the District's third high school. The Series 2016 Bond repayment was structured around the District's existing bond and other levies to provide the following: 1. Minimize the tax impact at $0.35 per $1,000 tax rate increase. The District's total property tax rate is expected to increase from $5.45 per $1,000 (current year) to $5.80 per $1,000 (in FY 2017 & after). 2. Establish a "sustainable" property tax rate that anticipates the following future bond and levy needs: ✓ Provide the ability to annually consider an Emergency Levy at 0.60 per $1,000 maximum allowable tax rate; ✓ Provide the ability to consider increasing the Supplemental M&O Levy to $5.8 million for FY 2018 and FY 2019 and then increase amount every 2 years by 4% (annualized); ✓ Maintain and renew the annual Plant Facility Levy at $2.8 million; ✓ Consider the following bond elections: 0 2018 Election for Elementary School additions ($11.9 Million) 0 2022 Election for new Middle School ($47.8 Million) o These future bond elections may require a tax rate increase depending on future market value growth. Page 11 PiperJaff ray 3. The Market Value Growth assumption used in the planning model was 4% annual growth. ✓ Preliminary indication from Bonneville County Assessor suggests 6.5% market value growth this year (FY 2017) ✓ The District's most recent 20 -year compound growth rate is 7.45%. Important Disclosure Piper Jaffray is providing the information contained herein for discussion purposes only in anticipation of being engaged to serve as underwriter or placement agent on a future transaction and not as a financial advisor or municipal advisor. In providing the information contained herein, Piper Jaffray is not recommending an action to you and the information provided herein is not intended to be and should not be construed as a "recommendation" or "advice" within the meaning of Section 15B of the Securities Exchange Act of 1934. Piper Jaffray is not acting as an advisor to you and does not owe a fiduciary duty pursuant to Section 15B of the Exchange Act or under any state law to you with respect to the information and material contained in this communication. As an underwriter or placement agent, Piper Jaffray's primary role is to purchase or arrange for the placement of securities with a view to distribution In an arm's-length commercial transaction, is acting for its own interests and has financial and other interests that differ from your interests. You should discuss any information and material contained in this communication with any and all internal or external advisors and experts that you deem appropriate before acting on this information or material. Page 12