SISD Bond 2011

  • Upload

  • View

  • Download

Embed Size (px)

Citation preview

SISD Bond 2011On May 14, 2011, Socorro ISD voters approved Bond 2011 insuring funding to address the District’s imminent, accelerated increase in student enrollment over a five (5) year period by providing resources necessary to construct three new elementary schools and a new middle school; complete the District’s two, newest comprehensive high schools; and, to re-modernize and improve sixteen existing campuses. The new construction will add 6,450 classroom seats, growing the District’s building capacity to more than 50,000. While the original list of needs outlined through the assessment process included over $430 million in new construction and improvements, the Facilities Advisory Committee and Board of Trustees prioritized the projects in Bond 2011 in respect of the District’s taxpayers and based on educational impact, equity, and stakeholder input. The final voter-approved program includes $297.4 million of new construction and improvements districtwide.

Bond Accountability CommitteeThe development of Bond 2011 was driven by community input and the completion of projects will follow this established precedence. To that end, a Bond Accountability Committee (BAC) will be convened to ensure and promote communication and accountability surrounding all elements within Bond 2011. The BAC will function as an independent citizens committee that is responsible to the Board of Trustees and the general public. The BAC will be comprised of no more than 14 members selected via an open application process. Two members will be appointed by each Trustee upon review of written applications. Appointments will be for a two (2) year term. Terms may be extended for additional two (2) year terms upon approval by the appointing Trustee. Term extensions and new appointments will be made by the respective Trustee at time of the action.

SchedulesIn line with the issuance of bonds in three sales Bond 2011 projects will be initiated in two phases, based on growth demands and equitable distribution of projects. The $50.4 million raised from the fall 2011 bond sale will fund the initiation of Phase I, including the completion of Eastlake High School, a new combination school (elementary/middle) , and HVAC upgrades at six elementary schools. The remaining projects, or Phase 2, will be initiated in 2012. Technology upgrades will be implemented over the next five years districtwide.

Phase I Schedule

*Socorro, Americas, Montwood, El Dorado**Escontrias, H.D. Hilley, Helen Ball, Horizon Heights, Sierra Vista, Vista Del Sol

Bond 2011 Projects








Helen Ball

Paso del


Sgt. RobertoItuarte


Vista del Sol

John Drugan

Loma Verde

Dr. Sue Shook

Horizon Heights

Desert Wind


H.D. Hilley

Robert R. Rojas



El Dorado 9th Grade Academy completion(future Pebble Hills High School)

Eastlake High School completion

New Schools - Combination (elementary/middle) - Two elementary schools

High School Science Labs

Technology Upgrades

Elementary HVAC



MyrtleCooper Sierra


Phase II Schedule

Project Award Occupancy

Eastlake High School Completion July 2011 Summer 2013

Combination school (elementary/middle) July 2011 Summer 2013

Elementary School HVAC (six schools)* July 2011 Summer 2013

 *Myrtle Cooper, O’Shea Keleher, Robert R. Rojas, Campestre, Hueco, Benito Martinez

Project RFP/RFQ Award Occupancy

El Dorado 9th

Grade Academy


Summer 2012 Fall 2012 Spring 2016

Two (2) Elementary Schools Summer 2012 Fall 2012 Summer 2015

High School Science Labs* Fall 2011 Spring 2012 Summer 2013

Elementary School HVAC (six


Fall 2012 Winter 2012 Fall 2014


Elementary School HVAC (six schools) July 25, 2011 June 28, 2013

Combination school (elementary/middle) July 25, 2011 June 28, 2013

Eastlake High School July 25, 2011 June 28, 2013 Elementary School HVAC (six schools)* July 25, 2011 June 28, 2013

Eastlake High School July 25, 2011 June 28, 2013

High School September 20, 2011 October 18, 2011 Phase I: June 29, 2012 Science Labs* Phase II: June 28, 2013

Project RFP/RFQ Award Occupancy

El Dorado 9th May15, 2012 June 17, 2012 May 27, 2016 Grade Academy

2 Elementary May 15, 2012 July 17, 2012 June 26, 2015 Schools

Elementary School May15, 2012 July 17, 2012 October 31, 2014 HVAC (six schools)**

Bond 2011 Finances

The passage of Bond 2011 authorized the District to issue $297.4 million in bonds. To minimize the immediate impact to taxpayers and efficiently manage the facilities investment, the bonds will be issued in three sales, based on the cash flow needed for construction and the anticipated tax impact. The first set of bonds will be sold in the fall 2011 for $50.4 million; and the second and third sales are anticipated in the fall 2012 and fall 2013 for $100 million and $147 million respectively.

SISD Bond RatingsThe District’s Bond ratings impact its ability to issue bonds and the interest rate paid for the debt. Through its history of financial accountability and efficiency, SISD enjoys high ratings from national rating firms. In addition, the District’s prudent financial management has led to strong financial ratings by the Financial Integrity Rating System of Texas (FIRST) with “Above Standard” and “Superior Achievement” ratings over the last eight years. In 2010 the District also was recognized with a Silver Leadership Award by the Texas Comptrollers of Public Accounts for financial transparency.

Fitch Ratings Report Moody’s Report S&P Report

AA- Aa2 AA-

Tax ImpactThe issuance of the first set of bonds in the fall 2011 will add $.030 per $100 valuation in 2011-12. The maximum impact will be $.066 per $100 valuation. Property taxes for senior citizens are frozen and will not be affected by Bond 2011, as long as they have filed the proper paperwork for an exemption with the El Paso County Appraisal District.

The Total School Tax is made up of two distinct parts: the Maintenance & Operations Tax (M&O) pays for the daily operations of the District; and the Interest & Sinking Tax (I&S) pays off debts like bonds.

*Per $100 valuation**On a $100,000 home (with a $25,000 homestead exemption)

Bond 2011 Glossary/AcronymsA/E – Architects and Engineers Bond Budget/Project Budget – the total amount allotted including construction, fees, land and other expenditures. Bonding Capacity – the monetary amount a contractor can insure through a bonding or surety company. A contractor’s bonding capacity is based on the amount of cash, liquid or readily liquidated assets, experience, and track record of the construction professional.

CO – Certificate of Occupancy Construction Budget – amount allotted for construction, not including A/E fees or land acquisition. CM@R – Construction Manager at Risk CM – Construction Management CSP – Competitive Sealed Proposal

FF&E – Fixtures, Furniture and Equipment GMP – Guaranteed Maximum Price HVAC – Heating Ventilation and Air Conditioning

MEP – Mechanical, Electrical and Pumbing

Professional Services – Architectural and Engineering (A/E)

PM – Project Management Punch List – a list of items identified by the project administration team to be completed/corrected by a contractor prior to final payment/closeout.

TCO – Temporary Certificate of Occupancy RFQ – Request for Qualifications

RFP – Request for Proposals Closeout – the final stage in a project when all contractual requirements are verified and met, and final payment is issued.

Project Budgeted Amount

New Construction

• El Dorado 9th Grade Academy Completion (future Pebble Hills High School)

• Eastlake High School Completion • Combination school (elementary/middle)

• Two (2) elementary schools • Fixtures, Furniture & Equipment for new



High School Science Labs $6,000,000

Technology Upgrades $6,000,000

Elementary School HVAC $56,000,000

TOTAL $297,400,000


Year Bond 2011

I&S Tax


Total School Tax Monthly Impact**

2011-12 $.030 $1.210 $2.13

Maximum $.066 $1.246 $4.67


Compliance with LawThe Superintendent shall be responsible for establishing procedures that ensure that all school facilities within the District comply with applicable laws and local building codes.

Construction ContractsPrior to advertising, the Board shall determine the project delivery/contract award method to be used for each construction contract valued at or above $50,000. To assist the Board, the Superintendent shall recommend the project delivery/contract award method that he or she determines provides the best value to the District. [See CV series]

For construction contracts valued at or above $100,000, the Superintendent shall also submit the resulting contract to the Board for approval. Lesser expenditures for construction and construction related materials or services shall be at the discretion of the Superintendent and consistent with law and policy. [See also CH]

The Superintendent, as chief executive officer through the authority vested by the Board, shall develop, publish, and keep current all policies governing the purchase for the construction, maintenance, repair, or renovation of buildings, or for materials used in such construction,maintenance repair, or renovation as are necessary forthe efficient operation and maintenance of the District. This shall include all such procedures, forms, documents, and records that may be needed for the proper operationof the purchasing policies. [See also CH(LOCAL)]

Selection of Architect, Engineer, and ContractorThe assistant superintendent for operational services shall oversee all construction-related contracting such as contracting for architects, contractors, and engineers.

The business services department shall initiate all requests for proposals and requests for qualifications. The operational services department shall evaluate the proposals and qualifications and select the three top candidates. A special committee shall then rank the candidates before submittal to the Board for approval. This committee may ask the administration to provide additional candidatesbeyond the final three.

The assistant superintendent of operational services and local counsel shall then enter into negotiation of fees with the Board approved firm. If a fee cannot be negotiated to the satisfaction of all parties, the second ranked candidate shall be chosen to enter into the negotiation process.

Project AdministrationAll construction projects shall be administered by the Superintendent or designee.

The Superintendent shall keep the Board informed concerning construction projects and also shall provide information to the general public.

Change OrderChange orders for construction projects shall be considered in the event changes are proposed in the approved plans and specifications of a school facility before or during the construction of the facility, or in the work during construction. A change order shall beapproved only if it is in the best interest of the District.

Expenditure of amounts held as a construction contingency for a specific project shall also be approved only if it is in the best interest of the District.

The following guidelines apply with respect to approval of change orders and authorizing expenditure of construction contingency amounts:

1. Design Phase: Plans and specifications previously approved by the Board shall require Board approval. For purposes of this policy only, a material change shall be: a. A change that increases or decreases the proposed size of a facility by more than ten percent; b. A change in the proposed use of the facility, or c. A change that will cause an increase or decrease in the projected cost of the facility by more than ten percent.All other changes to the plans and specifications shall not require Board approval and may be approved by the Superintendent.

2. Construction Phase: Any change order (whether a single change order or an aggregate of several change orders) that increases the contract sum or guaranteed maximum price of a facility under construction by more than two percent, or $100,000, whichever is lower, shall require Board approval. Any other change order may be approved by the Superintendent. Any change order that decreases the contract sum or guaranteed maximum price of a facility under construction may be approved by the Superintendent.

3. Construction Contingency: The Board delegates to the Superintendent the authority to authorize the expenditure of construction contingency amounts for a project that has previously been approved by the Board, so long as the expenditure of the construction contingency amount does not increase the contract sum or guaranteed maximum price of the project.

4. Monthly Report: The Board shall be advised in the monthly construction report of any action taken administratively by the Superintendent pursuant to the terms of this policy.

Final PaymentFinal payments for construction work and/or the supervision of such work in the District shall not be made until the work has been completed and accepted by the Board.

DATE ISSUED: 10/14/2009

Board Policy CV (Local) Facilities Construction

Competitive Bidding (Hard Bid or Traditional)Architect/Engineer Consultants

• Separate contract with the district• Advocate agent for district in relationship with


• Selection based on lowest price submittal and award is made to a single contractor

Pros Cons • Familiar delivery method • No design phase • Defined project scope assistance from • Single point of responsibility contractor • Open, aggressive bid • Longer schedule competition • Price unknown until bidding is complete • Lack of flexibility for change • Adversarial relationship

Best Suited – New project, schedule is not sensitive, project not subject to change

Least Suited – Complex project, schedule is sensitive, project is subject to change

Competitive Sealed Proposals Architect/Engineer Consultants • Separate contract with the district • Advocate agent for district in relationship with contractorContractor • Selection based on combination - Price/other factors - Project team personnel - Schedule - Past experiences - References

Pros Cons • Builder selection flexibility • No design phase • Single point of responsibility assistance • Defined project scope • Longer schedule • Price unknown until bidding is complete • Adversarial relationship

Best Suited - New project, schedule is not sensitive, project not subject to changeLeast Suited – Complex project, schedule is sensitive, project is subject to change

Construction Management AgencyArchitect/Engineer Consultants • Separate contract with the district • Advocate agent for district in relationship with contractorContractor • Selection is based on qualifications and experience (the CM serves as an agent providing administration and management services in view of general contractor)

Pros Cons • Selection flexibility • No single point of • Design phase assistance responsibility • Change flexibility • No guaranteed price • Non-adversarial relationship • District must manage with CM more contracts • Potential additional design costs

Best Suited – Larger new or renovation projectLeast Suited – Smaller project

Construction Manager At Risk (CM@R)Architect/Engineer Consultants

• Separate contract with the district• Advocate agent for district in relationship with


• Selection based on criteria that combine qualifications, experience, fees and general conditions

P Pros Cons • Contractor selection flexibility • Reduces adversarial • Design phase assistance relationship • Single point of responsibility • Difficult for district to • Team concept evaluate validity of GMP • Faster schedule • Potential adversarial • Change flexibility relationship with A/E consultants

Best Suited – Larger new or renovation project, schedule is sensitive, project is complex, project is subject to changeLeast Suited – Smaller project

Design BuildDesign/Builder team consist of builder, architect and engineers

• Selection based on proposal offering the best value to the district

Pros Cons • Selection flexibility • Loss of check and • Single point of responsibility balance (design and construction) • Difficult prices to manage • Faster schedule delivery • Potential adversarial • Team Concept relationship Best Suited – New or renovation project, schedule is sensitive Least Suited – Project is complex

Why CM@R• Reduces and/or eliminates number of

contracts held by District

• CM@R works with architect through design process

• District participates in sub-contract award

• CM@R provides Guaranteed Maximum Price (GMP)

Why CSP• Provides flexibility in selecting

contractor (price and other factors)

• Features single point of responsibility

• Invites competition

Project Delivery for Texas Public Schools

Procedure For Selection of Professional Services (Architects And Engineers) And Construction Managers At Risk And Contractors

The following steps will be followed for selection of professional services and construction management or contractors for construction projects:

Step Responsible Parties Comments/Explanation

1. Authorization to solicit Board of Trustees • Board approval will be required to commence RFQs for Professional Services the solicitation process for construction in RFPs for Construction Manager/Risk excess of $1,000,000 CSPs or Bids for Contractors • Board authorization to commence solicitation will not be required for construction projects less than $1,000,000

2. Preparation of advertisement, Director of • Utilize existing forms subject to update, revision, RFQ, RFP or bid documents Purchasing modification and review

3. Review of advertisement, RFQ, Assistant RFP and bid documents Superintendent for Operational Services

4. Advertisement of RFQs, RFPs, Director of • Advertise once a week for two consecutive CSPs or bids Purchasing weeks. • Opening date scheduled for not earlier than third week

5. Receipt of proposals or bids Director of • Purchasing Department Purchasing receives all proposals or bids

6. Opening bids and proposals Director of • Purchasing department opens all bids and Purchasing proposals at School District offices • Checks for complete submission • Prepares copies for review by Administration Review Committee

7. Initial screening and review Administrative • Administrative Review Committee Review Committee conducts initial review and screening • Committee evaluations are compiled • Committee recommends not more than four firms for each project

8. Review by Board Facilities Board Facilities • Board Facilities Committee reviews Committee Committee (assisted) evaluation sheets from Administrative by Assistant Review Committee Superintendent of • Committee has opportunity to review Operational Services complete submissions of firms recommended by Administrative Review Committee • Committee asks any questions or suggests any additional information for consideration 9. Selection by Board of Trustees Board of Trustees • All information presented to Construction Committee shall be presented to Board • Board considers recommendations and comments by Administration • Board selects firms

10. Negotiation of fees and Assistant • Negotiates fees contract Superintendent for • Negotiates contracts Operational Services and Legal Counsel

11. Approval of contracts Board of Trustees • Assistant Superintendent and Legal Counsel present proposed contract containing fees for Board review and approval

General GuidelinesThe following general guidelines are established for selection of professionals, contractors and construction managers at risk for construction projects:

Local PresenceThe criteria in any RFQ, RFP, CSP or bid package will include criteria for local presence of all proposers or bidders. For purposes of this procedure, local presence means a permanent office in El Paso County with permanent staff present in the El Paso office. The criteria may not be applicable for certain projects if the only companies qualified to perform these projects (such as track resurfacing or artificial turf at the SAC) are not local companies.

Spreading of Work and Projects It is the goal of the School District that major projects (being projects over $1,000,000) be spread so that numerous firms shall have the opportunity to provide services and work for the District. Major projects shall not be consolidated so that only a few firms receive the work.

Administrative Review CommitteeThe Administration Review Committee shall consist of the following: Assistant Superintendent for Operational Services, Assistant Superintendent for Business Services, Executive Director of Operational Services, Director of Facilities/Construction and Director of Purchasing.

Prohibition on Lobbying or SolicitationFirms submitting proposals or bids shall not contact, lobby or solicit District staff members or members of the Board of Trustees regarding projects subject to the selection process. This prohibition shall commence from the date the authorization to solicit is approved and continue until final action and approval by the Board. All RFQs, RFPs, CSPs or bid packages shall contain a provision prohibiting contact, lobbying or solicitation, and a statement whereby each firm agrees to comply with this procedure. The form of the

statement shall be developed by the Administration. Any staff member or board member who is contacted, lobbied or solicited in violation of this provision shall immediately report the violation to the Superintendent and/or the Board President. The Board reserves the right to disqualify any firm that violates the requirements of this procedure. This prohibition applies to all employees, agents, consultants or representatives of the firm. The following shall not constitute a violation of this prohibition on lobbying, contract or solicitation: (i) attendance at any meeting scheduled by the District open to all bidders or proposers, such as a pre-bid conference, or (ii) contact with the Director of Purchasing or Assistant Superintendent for Operational Services, or their designee, for the purpose of obtaining clarification regarding any of the procedures or requirements for a proposal or bid.

Information Presented to Facilities Committee and BoardThe Administration shall present to both the Board Facilities Committee and the Board the following information: (i) the evaluation sheets developed by the Administrative Review Committee for all firms that submitted bids or proposals, and (ii) the full proposal or bid submissions of the firms that are recommended for consideration for a project. All such documents and information shall be returned to the Director of Purchasing or the Assistant Superintendent for Operational Services upon completion of the selection process.

Meetings Between Staff and FirmsAll meetings between District staff and firms regarding ongoing District projects shall be held at the District offices, the construction sites, or the offices of the professionals and construction managers, unless this requirement is waived by the Superintendent. This prohibition shall not apply to social, civic, family or other events which are not for the purpose of discussing or conducting school business.

Adopted: 3/2/04

Selection Criteria

Professional Services Contractors1. Experience 20%

2. Project Management and Scheduling 15%

3. Fee Schedule: a. Pre-Construction Fees; 15% b. CM@R Fees; c. Geneal Condition Fees

4. Past Performance 15%

5. Qualifications of Assigned Personnel 10%

6. Safety Record 5%

7. References 5%

8. Return of Savings 5%

9. Bonding Capacity 5%

10. Local Presence 5%

TOTAL 100%

1. Ability to Perfor m 20%

2. References 20%

3. Past Experience with SISD 20%

4. Number of Personnel Available for Project 5%

5. Number of Registered Architects Assigned to 15% Project

6. Previous Experience with Educational Projects 15%

7. Local Presence 5%

TOTAL 100%