Klein Independent School District

1 Klein Independent School District Steering Committee #4 | Review of Recommendations Klein ISD 2015 Funds 2008 Funds Total Funds BSC #2 $725....
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Klein Independent School District Steering Committee #4 | Review of Recommendations

Klein ISD

2015 Funds

2008 Funds

Total Funds

BSC #2

$725.6m

$128m

$853.6m

+$.16

BSC #3

$498.1m

$128m

$626.1m

+$.11

BSC #4

$498.1m

$128m

$626.1m

+$.10

Tax Rate

The Bond Blueprint Big Picture Klein ISD

Debt Service Fund - Projected Tax Rate w/$853.6 million in Sales vs. Projected Tax Rate w/$626.1 million in Sales & Revised

0.550

0.510 0.490

0.500

0.480

0.475

0.470

0.460 0.450

Tax Rate

0.450

0.460

0.460

0.460

0.455

0.450

0.440

0.400

0.400

0.400

0.400

0.390

0.450

0.450

0.450

0.450 0.415

0.420

0.390 0.390

0.390

0.390

0.390

0.350

0.350

0.405

0.410

Current & New Debt Requirements - $853.6 Million

0.350

0.350

Current & New Debt Requirements - $626.1 Million

0.300 Current & New Debt Requirements - $626.1 Million Revised

2008 Authorization - $128 mil 2015 Authorization - $725.6

Tax Year

Tax Year

Klein ISD

2022-23

2021-22

2020-21

2019-20

2018-19

2017-18

2016-17

2015-16

2014-15

2013-14

2012-13

0.250

Increase in Monthly Property Taxes for the Average Klein ISD Home (Average Taxable Value is $155,266) $12.99

-045¢

-045¢

-045¢

$7.80

$9.10

$12.99

+ 1¢ 45¢

$8.00

$6.00

$4.00

$5.20

Monthly Tax Increase

$10.00

$12.99

$11.69

$12.00

$12.99

$14.00

$2.00

$0.00

+ 4¢ 39¢

+ 5¢ 44¢

- 3¢ 42¢

- 1¢ 41¢

Klein ISD

Key upcoming dates

December 8

|

5

Final Board Presentation

Klein ISD

Updates: SC4 Review  Recommendations

6

Questions / Comments  Demountable walls – will address these at all from Steering Committee elementary campuses within the current bond meeting #3 (SC3) blueprint funding (no impact to bond blueprint –

updated facility data will be released)

 Bus Leasing – no cost savings measures for the district (no impact to bond blueprint)  Stadium – not needed until high school #6 is built so not needed on this bond (no impact to bond blueprint  Pre-K Center – not in favor of moving forward with making Northampton as Pre-K Center; Pre-K Center in this bond blueprint is slated for the latter years so as to address any future Pre-K legislation (no impact to bond blueprint) Klein ISD

7

Updates: SC4 Review  Recommendations

Bond Administration Expenses

2015 Recommendations

Breaking down the totals Growth (New Schools & Land) $

279,066,893

Safety & Security $

19,220,000

Renov ations $

133,521,779

Technology $

50,487,500

School Buses $

7,770,213

Total Capital Cost

$

490,066,385

Cost of Selling Bonds $

2,740,000

Capital Projects Personnel $

3,750,000

Program Contingency $

1,543,615

Total Bond Administration Costs $ Total 2015 Bond Package (Options, Capital and Administration Costs)

$

8,033,615

498,100,000 Klein ISD

8

Updates: SC4 Review  Recommendations Breaking down the totals Growth (New Schools & Land) $

recommendations recommendations capital needs capital needs capital needs capital needs

GROWTH

Additions New Construction Cost Site Needs Facilities do not presently exist at the field location and main building must be opened to accommodate restrooms for spectators. These are the remaining intermediates to require these facilities. Prov ide press boxes at football fields for remaining two intermediate schools without such facilities. Prov ide parking area (50 spaces) in rear of facility at Kleinwood Center to accommodate large number of staff inv olv ed during testing in the district. total

279,066,893

$ $ $

41,778,000 223,018,500 12,108,393

$

1,500,000

$

500,000

$ $

162,000 279,066,893

Klein ISD

9

Updates: SC4 Review  Recommendations Breaking down the totals Safety & Security $

capital needs capital needs

Safety and Security Connect Central Office, Network Operations Center, Maintenance, Warehouse and North Transportation facilities to local municipal utility district. Existing system is aged and in need of extensiv e repair/replacement. Increased regulatory requirements makes it difficult for the district to effectiv ely manage operations. Safety & Security Facility/Technology Upgrades total

19,220,000

$ $ $

1,520,000 17,700,000 19,220,000

Klein ISD

10

Updates: SC4 Review  Recommendations Breaking down the totals recommendations Priority (1-2) + Life Cycle (1-3) recommendations Priority (1-2) + Life Cycle (1-3)

capital needs

capital needs capital needs

capital needs capital needs

Renovations

Renov ations $

Elementary gymnasiums added after original construction hav e experienced difficulty controlling temperatures and with water intrusion during rain. Remov e up to 4 roll-up doors; address water intrusion and insulation issues; re-design HVAC. Address the oldest gyms first in this bond package (Greenwood Forest, Epps Island, Haude and Northampton) Renov ate existing facility and prov ide additional office space and parking. This project has been deferred from the 2008 Bond. Facility receiv ed minor repair/renov ation at time of acquisition and requires additional remodeling to address needs due to growth. Install new lighting to conform with UIL recommendations at three (3) high school campuses per engineering report prov ided by WC Engineering, May 9, 2014 Equipment life cycle replacement for CTE programs at all secondary campuses. This includes equipment such as welding machines, engine diagnostic computers, Cisco lab equipment, cosmetology equipment, etc. Renov ate existing kitchen to improv e food preparation operations, equipment layout, structural repairs and code compliance. Hildebrandt is the remaining intermediate to receiv e this work.

133,521,779 $ $

94,644,445 7,110,514

$

5,000,000

$

7,020,000

$

6,480,000

$

2,000,000

$

1,500,000

Klein ISD

11

Updates: SC4 Review  Recommendations Breaking down the totals Renov ations $

capital needs

capital needs

capital needs capital needs capital needs

capital needs capital needs capital needs

Comprehensiv e asbestos surv ey of facilities and schools built prior to 1985 to positiv ely identify asbestos containing material (ACM). ACM is typically found in pipe insulation, floor tile, mastic and ceiling treatments. Identifying locations improv es project management and controls cost. Replace 2300 feet of 30" concrete reinforced pipe of storm sewer system. Existing system is ov er 35 years old and the pipe is crumbling, damaged from tree roots and pipe joints are separating due to ground mov ement and creating sink holes. Replace gymnasium floor due to bubbling in synthetic flooring brought about by excessiv e moisture in slab migrating from underneath the slab per engineering report prov ided by Price Consulting , Inc. (PCI) December 20, 2013 Add emergency lighting to stands to facilitate exit in power outage situation. Lighting would connect to existing emergency generator. Replace 1350 feet of 48" concrete reinforced pipe storm sewer due to deterioration of existing pipe and separation of joints causing sink holes. Reconfigure music area similar to Klein Intermediate renov ation to accommodate instrument storage, enlarge and enclose office area, prov ide electrical outlets and data drops in practice rooms and replace sound insulation in practice rooms. Last intermediate school to hav e this done. Repair or replace elementary school walking tracks (15 schools) Repair or replace existing school marquees. (15 schools)

133,521,779

$

500,000

$

270,000

$

220,320

$

216,000

$

216,000

$ $ $

200,000 769,500 567,000

Klein ISD

12

Updates: SC4 Review  Recommendations Breaking down the totals Renov ations $

capital needs capital needs

capital needs

Prov ide and/or extend metal canopy to designated bus or car pick-up areas for elementary schools without such structures to prov ide protection in inclement or extremely hot weather. Start at the four oldest ES (Greenwood Forest, Northampton, Epps Island and Haude) District-wide replacement of musical instruments that hav e exceeded their life cycle. Retrofit existing elementary schools with classroom sound reinforcement system. This system, installed in newer elementary schools, allows the teacher to speak in a normal tone of v oice and allows all students, regardless of location in classroom, to hear what is being said. The system consists of pendant microphones and ceiling mounted speakers. (25 schools) total

133,521,779

$

1,296,000

$

4,000,000

$ $

1,512,000 133,521,779

Klein ISD

13

Updates: SC4 Review  Recommendations Breaking down the totals Technology $

50,487,500

School Buses $

7,770,213

The remaining items (Technology and School Buses) are already itemized on the Recommendations

Klein ISD

14

Updates: SC4 Review  Recommendations

Capital Project Changes: Swapping Bond & Fund Balance items to reduce the tax impact

Technology & Technology Security Bond Funds

Div ision Description IT - Infrastructure IT 1:1 IT Instructional & Classroom equipment Career Technical Education

Modernization of Switches, Routers, Wireless, Telephone, Applications, Servers & Storage Modernize and Refresh the 1:1 Program at six campuses and expand to HS #5 Campus/Classroom technology modernization - document cameras, iProjectors, desktops, mobile devices, technology applications, library technology Equipment to meet current and future needs for all CTE program areas

Modernization of music classroom technology with sound systems, Fine Arts mobile devices, iprojectors, desktops for high school and intermediate theater arts classes.

Total $

12,910,790

$

19,071,019

$

13,251,691

$

1,085,000

$

1,259,000

Modernization of graphing calculators, addition of ebooks, scanner Curriculum and Library replacements for assessments, update video production studio, $ Services Programs mobile devices for libraries for ereaders Student Information Modernization of equipment for application support $ System Finance & Human Modernization of inventory asset system, electronic storage $ Resources scanners, and Time Card Plus

1,497,100

$8,368,500 The amount taken out of technology bond funding to pay for out of fund balance

900,000 512,900

Totals

$

50,487,500

Information Technology Safety & Security

$

1,700,000

New total: $50,487,500

Klein ISD

15

Updates: SC4 Review  Recommendations

Capital Project Changes: Swapping Bond & Fund Balance items to reduce the tax impact $8,368,500 Central Office Water & Sanitary Utility • Elementary School Sound Reinforcement System • Music Instrument Replacement • Walking Tracks • Marquees Total

$1,520,000 $1,512,000 $4,000,000 $769,500 $567,000 $8,368,500

The amount taken out of operating fund to pay for out of bond funding

Items placed back into bond funding: New Capital Projects total: $35,448,820

Klein ISD

16

Captial Projects

Priority (1-2) + Life Cycle (1-3) $

94,644,445

Priority (1-2) + Life Cycle (1-3) $

7,110,514

Additions $

41,778,000

New Construction Cost $

223,018,500

Total Options Cost

$

366,551,459

Facility Capital Projects $

35,448,820

Site Needs $

12,108,393

Bus Replacement $

7,770,213

Technology Modernization $

50,487,500

Safety & Security Facility/Technology Upgrades $

17,700,000

Total Capital Cost

Bond Administration Expenses

Recommendations Totals

Facility Options

Updates: SC4 Review  Recommendations

$

123,514,926

Cost of Selling Bonds $

2,740,000

Capital Projects Personnel $

3,750,000

Program Contingency $

1,543,615

Total Bond Administration Costs $ Total 2015 Bond Package (Options, Capital and Administration Costs)

$

Klein ISD

8,033,615

498,100,000

17

Updates: SC4 Review  Recommendations

Final Review & Group Discussions Next Steps!

Klein ISD

2015 Bond Blueprint Communications Plan Goals

Engage the Klein ISD employees and community with the good news about the district

Inform the Klein ISD employees and community about the needs of the district

Inform the Klein ISD employees and community about the 2015 Bond Blueprint components

Klein ISD

2015 Bond Blueprint Communications Plan Objectives The Klein ISD will be viewed as a responsible organization that makes transparent and sound decisions based on creditable data leading to appropriate plans for future facilities and services that meet student needs.

Klein ISD staff will be fully educated about the bond.

Employees and the community will perceive Klein ISD’s 2015 Bond Blueprint positively.

Klein ISD voters will be an informed electorate for the May 2015 election.

Audiences will have the opportunity to attend information sessions to learn about the district needs and the bond plan. Klein ISD

2015 Bond Blueprint Communications Plan Key Messages The growth data supporting the decisions for future schools. The contents of the visioning document and how/why it was determined. The needs assessment data supporting the decisions for renovations, safety and security, buses and technology. The costs associated with the 2015 Bond Blueprint. The tax implications of the 2015 Bond Blueprint. The difference between bond funds and operating funds. Klein ISD

2015 Bond Blueprint Communications Plan Internal & External Audiences

Internal

External

• Board of Trustees • Employees • Students

• Community • Business Partners • Registered Voters • Parents • Senior Citizens Klein ISD

2015 Bond Blueprint Communications Plan Sample Tactics/Activities E-News

Klein Connects

KleINTOUCH

Website

Social Media

Klein ISD Mobile App

Newsletters

Face-to-Face Meetings

Letter to Registered Voters

Letter to Senior Citizens

Early Voting Carpool Line Cards

Press Releases

Bond Videos

Growth Video

Signage at all Campuses

Bond Button Klein ISD

2015 Bond Blueprint Communications Plan Strategic Targeted Messaging Factual Messaging

Survey

2015 May Election Klein ISD

Election Ethics for District/Employees Can…

Cannot…

• Present Facts Verbally & Written Regardless of Location • Encourage Others to Register to Vote and to Vote W/Out Advocating a Position • Campaign on Private Time with Personal Resources • Use External Email to Campaign • Join a Political Action Group on Personal Time

• Advocate For or Against During Work Hours Regardless of Location • Use District Resources Including Email to Advocate • Use Motivational Slogans or Calls to Action

Klein ISD

Election Ethics for Community Can…

Cannot…

• Campaign in the Community For or Against • Join a Political Action Group • Create a Website or Social Media Page

• Campaign on School Property Except on Election Day and During Early Voting Outside 100ft. Marker • Campaign at School Events • Use District Name or Bond Steering Committee Name as Part of a Political Action Group’s Name Klein ISD