1-23-11 BRS State Treasury APP 1

8/7/2019 1-23-11 BRS State Treasury APP 1

1/18

BONDING PROPOSALShall Beaverton Rural Schools, Gladw in and C lare Counties, M ichigan, borrow the sum of not toexceed Twelve Million One Hundred Thousand Dollars ($12,100,000) and issue its generalobligation unlim ited tax b onds th erefor, in one or more series, for the purpose of:

erecting, furnishing and equipping a dditions to, and remodeling, equipping and re-equipping and furnishing and re furnish ing school buildings; erecting a transportationmaintenance building; purchasing school buses; acquiring and installing technologyfor school buildings; developing, improving and equipping athletic fields andfacilities, play fields, and playgrounds; and preparing, developing and improvingsites?

The fol lowing is for informational purposes only:The estimated m illage that will be levied for the proposed bonds in 2011 , under current law, is 1 mill($1.00 on each $ 1,000 of taxable valuation). The ma ximu m num ber of years any single series of thebonds may be outstanding, exclusive of any refunding, is fifteen (15) years. The estimated simpleaverage annual m illage anticipated to be required to retire this bond debt is 2.99 m ills ($2.99 on each$1,000 of taxable valuation).If the school district borrows from the State to pay debt service on the bon ds, the school d istrict maybe required to continue to levy mills beyond th e term of the bonds to repay th e State.

/*"(Pursuant to State law, expenditure of bond proceeds must be audited, and the proceeds cannot beused for repair or maintenance costs, teacher, administrator or em ploy ee salaries, or other operatingexpenses.)

503974.wpd


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Page 2

Financial SummaryBEAVERTON RURAL SCHOOLS

A. Existing Bond Debt List each outstanding debt issue separately in chronologies! order by issue dateIssue Date

6/12/03

mm

FinalMaturityDale5/1/15

m o m

PurposeRefunding

m m

Amount of Original Issue7,800,000

Totals

As of: 10/26/10Current Outstandina Principal Balance

Qualified4,680,000

4,680,000

Non-Qualified

0

Non-Voted

0

Fiscal Year End Balancein Debt Retirement Fund1,192,661

1,192,661

(Tax Year): Mil iageLevied This Year2-80

2 .80

Miliage Estimate forNext Year2.23

2.23Current SB L Fund Balance F J A s of : 10/26/10

Total Amount ofExisting Debt | 4,680,0Proceeds of existing bonds spent?) Yes\(lfNo, provide status o f unaudited bonds)

(Yes or No)B. Proposed Bond IssuList each ballot proposalseparately

Proposal 1Proposal 2Proposal 3Proposal 4

e/Est imated ImpactAmount

$12,100 ,000Bond Term

14 yrs., 1 1,5 mo sAv g Int Rate

4 5 0 %Bond Interest$5,411,114

SLRF Interest$0

Total Interest$5.411,114

Av g Mil iage299

Mil iage Year 11.57

Combined Issue $12,100,000 | 14y rs . . 11 S mo s 4 5 0 % $5.411,114 $0 $5,411,114 2,99 1.57(Totals may not foot due to dif ferences in the f inancial structure of individual proposals and a combined bond issue )

C. Existing Debt + Proposed Bond Issue

D. Key Financial Measures (forinformation purposes only)

E. Financial Assumptions

Total Estimated Miliage Proposed fo r Next Ta x YearMiliage without SLRF participation

(It borrowing from the SLRF )3.80n/a

Bonded Debl toTaxable Value4.92%

Property Valuat ion InformationTa x YearTaxable Value

Current EnrollmentTaxable Value per Pupil

2010340,871,721

1408242,096

Growth RatePrior 5 Yea rs Avg Rate 3.87%Projected Growth Rates: Y e a r s 1 - 5

WinterISummef

[Material Ta x Appeals Pending (Yes or No) NoIf distr ict is aware of any event or circumstance that couldsignificantly affect i ts future TV , disclosure must be included.

School Loan Revolving Fund

Bond IssuesSeries 1Series 2Series 3

Amount11,135.000

965,000Dated Date

5/15/11

Construction FundBe g Date

Jun 11May 17

End DateAnnual Bond MaturityDate

May 15May 21

Weighted average maturity of qualified bonds must not exceed 120% of useful life of assets .Average life of bonds120% of useful life of assets

9.9431.11

4- (number of years) (number of years)

F. CertificationTh e financial impact presented herein is based on certain assumptions regarding interest rates and taxable value growth rates.Actual miliage rates may be subject to adjustment based on differences in these assumptions, actual interest rates, and future taxable value growth.

[Prepared By: Robert J. Naughton J |Firm: Slauder. Barch & Associates, Inc.ATTACH FINANCIAL TABLES.

2_


3/18

Stauder, B AR CH & ASSOCI ATES, I nc .

BEAVERTON RURAL SCHOOLSEXISTING UNLIMITED TAX DEBT: BEFORE ADDITIONAL BONDING* N IC calculated from: 5/1/10

2003 REFUNDING BON DS - UTQOriginal Amount: $7,800,000Net In terest Cost : 3 .126%

Non-Callable

T a xYear201020112012201320142015201620172018201920 202021202220 2320 2420 25

FiscalYea rEnded6 -30 ,20112012201320142015201620172018201920 20202120 22202320 2420 252026

$4,680, 000Interest

DueNov 1$71

58443015

$221

,681,785,910,728,844

00000000000

,948

Current InterestIn teres t

DueMay 1

$715844

,681,785,91030,72815,844

$ 221

00000000000

,948

InterestRate

2 .8 5 0 %3.000%3.050%3.150%3.250%0.000%0.000%0.000%0.000%0.000%0.000%0.000%0000%0.000%0.000%0.000%

Bonds DatedPrincipalDue

Ma y 1$905,000925,000930,000945,000975,000

00000000000

$4,680,000

6 /1 2 /0 3To ta lP & l

$1,0481,042 ,363,5701,019,8201,006,4551,006,688

$5,123

00000000000

,895

T O T A LTo ta l

Principal$905,000925,000930,000945,000975,000

00000000000

$4,680,000

DEBTTo ta lP&l

$1,048,3631,042,5701,019,8201,006,4551,006,688

00000c00000$5,123,895

P Q N o v I O Draft2 wi thout QSCB 3:50 PM10/28/10


4/18

Stauder, BARCH & ASSOCIATES, Inc.

BEAVERTON RURAL SCHOOLSEXISTING UNLIMITED TA X DEBT: BEFORE ADDITIONAL BON DING* N IC calculated f rom: 5/1/10

2003 REFUNDING BONDS - UTQOriginal Amount: $7,800,000N et Interest Cost: 3.126%Non-Callable

TaxYear20102011201220132014201520162017201820192020202120 2220 2320 242025

FiscalYear

Ended6-30,2011201220132014201520162017201820192020202120 2220 2320 2420 252026

$4,680,000InterestDueN o v 1$7 158

443015

$221

,681,785,910,728,844

00000000000

,948

Current InterestInterestDueMay 1$71

5844

,681,785,910

30,72815,844

$ 2 2 1

00000000000

948

InterestRate2.850%3.000%3.050%3.150%3.250%0.000%0.000%0.000%0.000%0.000%0.000%0.000%0.000%0.000%0.000%0.000%

Bonds Dated 6 /1 2 /0 3PrincipalDueMa y 1$905 ,000925,00093 094 5 ,000,000

975,000

$4,680,

0000000000000 0

To ta lP&l$1,048 ,3631,042,5701,019,

1,0061,006

820,455,688

00000000000

$5,123,895

T O T A LT o ta l

Principal$905,000925,000930,000945,000975,0000

0000000000

$4,680,000

DEBTTotalP&l

$1,048,3631,042,5701,019,8201,006,4551,006,6880

0000000000$5,123,895

P Q N o v I O Draft2 wi thout QSCB3:50 PM10/28/10


5/18

PQNovIO Draft2 w/ o QSCB2017 Series $965,000BEAVERTON RURAL SCHOOLSCOUNTIES OF GLADWIN AND CLARE, STATE OF MICHIGAN

PROPOSED 2017 SCHOOL BUS BONDS(GENERAL OBLIGATION - UNLIMITED TAX)

SCHEDULE OF ESTIMATED CONSTRUCTION FUND EARNINGS

A v erage Life = 1.70 years

EXPENDITURE ACTIVITYConstruct ion Other FeesDate Projects and CostsMay 17May 17 $Jun 17Jul 17Au g 17Sep 17Oct17Nov 17Dec 17Jan 18Feb 18Mar 18Apr 18May 18Jun 18Jul 18Au g 18Sep 18Oct18Nov 18Dec 18Jan 19

Feb 19Mar 19Apr 19May 19Jun 19Jul 19Aug 19Sep 19Oct19Nov 19Dec 19Ja n 20Fe b 20Mar 20Apr 20May 20Jun 20Jul 20Aug 20Se p 20Oc t 2 0No v 20Dec 20Jan 21Feb 21Ma r 21

Apr 21May 21Jun 21Jul 21

197,300 $59,26700000000000200,98000000000000

204,7300000000000208,560000000000000106,36600

Tota ls

$256,56700000000000200,98000000000000

204,7300000000000208,560000000000000106,36600

Month

1234567891011

1213141516171819202122232425262728293031323334353637383940414243444 5464748495051

ConstructionFundPayout % Balance

26.26%26.26%26.26%26 26%26.26%26.26%26.26%26.26%26.26%2 62 6%26.26%26.26%46.82%46.82%4 6 8 2 %46.82%46.82%468 2 %46.82%46,82%46.82%46.82%4 6 8 2 %46.82%67.77%67.77%67.77%67.77%67.77%67.77%6777%67,77%67 77%67.77%67.77%89.12%89.12%89,12%89.12%89 12 %89.12%89.12%8 9 1 2 %89 12%89.12%89.12%89.12%89.12%

100.00%100.00%100.00%

$965,000708,433708,876709,319709,762710,206710,650711,094711.539711,983712,428712,874713,319512,785513,105513,426513,747514,068514,389514.711515,033515.354

515.677515,9995 1 6 ,3 21311,914312,109312,304312,499312,695312,890313,086313,281313,477313,673313,869105,505105,571105,637105,703105,769105,835

105,901105,968106,034106,100106,166106.233106,299000

ProjectedInterest InterestRate Earned

0.75%0.75%0,75%0.75%0.75%0.75%0 7 5 %0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0 7 5 %0.75%075%0 7 5 %0.75%0.75%0.75%

0.75%0.75%0.75%0.75%0 7 5 %0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%0.75%

$44344344344444444444 444544 544 544 6

44632032 13213 2 13213213223223223 2 23 2 23 23

19 519 519519 519519619619619619619 6666666666666666666666666660

00$917.936 $5 9,26 7 $977.202

PQNo vI O Draft2 without QSCB, 2017 Series

STAUDER, BARCH & ASSOCIATES, INC.Uuniripal Bond Financial and Marketing Consultants3989 Research Park DriveAnn Arbor, Michigan 48108(734) 668-6688 Fa x (734) 668-6723

$1 2,20 2Breakdown of Estimated Other Fees and Costs

OTHER FEES:Municipal Advisory Council Fe eAuditor's Subsequent Events ReviewBond AttorneyConstruct ion Manager (Incl. in Construction Costs)Financial ConsultantQualification of BondsOther:Credit Ratings $6,500Official Statement Printing & Mailing 5,500Treasury Filing 193T O T A L OTHER FEES

$2005007,892

07,7614,000

12,193$32,547

OTHER COSTS:Election, Notice o f Sale, Bond Printing, etc.Capitalized Interest: x mos. @ x%Bond Discount 2.000%Bond Insurance ( incl. in Bond Discount)OtherTOTAL OTHER COSTS:TOTAL OTHER FEES AND COSTSTo ta l Project CostLess Construction Fund EarningsAMOUNT OFBOND ISSUE _Estimated Construction Fund Deposit

$7,420019,30000J26.720

$59,267$977,20212,202

$965,000.00$905,733

RJN


6/18

PQNov10Draf t2BEAVERTON RURAL SCHOOLS

Bus Replacement Plan

Year123456789

1011

Date ofBus Order QuantityApr/A p r /Apr/A p r /Apr/A p r /Apr/A p r /Apr/A p r /

May 11May 12May 13May 14May 15May 16May 17May 18May 19May 20Ma y 21

20221022221

16

Unit Price*80,00081,60083 , 23284,89786,59588,32690 , 09391,89593,73395,60797,520

Order16 016 6169

8618 018318719197

11,423,

,0000

,464,793,595

0,186,790,466,215,520027

Contingency003 , 3363,4071,735

017,11417,19017,26417,345

8,846$86 ,23 9

Total16016917388197200204208106

$1,509,

,0000

,800,200,330

0,300,980,730,560,366266

EstimatedDate to beReplaced"May 19Ma y 20Ma y 21Ma y 22May 24Ma y 25May 26May 27Ma y 28

/ 2 11227 2 31 2 5/261 2 71 2 8/2 9

* Unit price assumes 2% annual inflation.** Assumes buses are replaced every 7- 8 years.STAUDER, BARCH & ASSOCIATES, INC.

Municipal Bond Financial and Marketing Consultants3989 Research Park Drive

Ann Arbor, Michigan 48108Phone (734) 668-6688 Fax (734) 668-6723

RJN10/28/10

PQNov10Draft2 without QSCB, BusPlan11a 10/28/10 3:50 PM


7/18

PQNovIC Final w/o QSCB$12,100,000

BEAVERTON RURAL SCHOOLSCOUNTIES OF GLADWN AND CLARE. STATE OF MICHIGAN

PROPOSED 2011 & 2017SCHOOL BULDING AND SITE AND BUS BONDS(GENERAL OBLIGATION - UNLIMITED TAX)

Schedule of Estimated Millage Needed to Retire Banded DebtF/Y

Tax EndYear 6-30,2010 20112011 20122012 20132013 20142014 20152015 20162016 20172017 20182018 20192019 20202020 20212021 20222022 20232023 23242024 20252 0 2 5 20262026 20272027 20282028 2 0 2 92029 2030

QuaifiedExisting Interest Interest

Debt Due Due$3 775 000 Nov 1 May 1$1,048,363 $0 $0

1,042.570 231,051 [1] 250,5381,019,820 250,538 250,5381,006,455 250.538 250,5381,006,688 250,538 250,538

0 248,738 248,7380 229,725 229,7250 209,813 209,8130 189.900 189,9000 169,538 169.5380 148.275 148.2750 126.113 126,1130 102,938 102,9380 78,638 78,6380 53.325 53.3250 26.888 26.8880 0 00 0 00 0 00 0 0

$512 3895 $2.566.551 $2.586.038

Amount:NC

DatedDelivered:1.5Ralio:

DebV(TV+IFT):Bond Term

Capitaized Int.Series 2011

InterestRate

4.500%4.500%4.500%4500%4.500%4.500%4.500%4.500%4500%4 500%4.500%4.500%4.500%4.500%4.500%4.500%4.500%4 500%4.500%4.500%

PrincpaDue

May 1$0000

80,000845,000885,000885,000905.000945.000985.000

1,030,0001,080,0001,125,0001,175,0001,195.000

0000

$11,135,000

Series 2011TotaP&l

$04 8 1 , 5 8 9501,075501,075581,075

1,342,4751,344,4501,304,6251,284,8001.284,0751,281,5501 , 2 8 2 . 2 2 51,285,8751,282,2751,281,6501,248,775

0000

$16,287,589

Scries 2011$11,135,0004 50%

May 15, 11May 15. 11

TRUE4.34%

14yrs.. 11.5 mos.$000

Series 2017Princpa

DueMay 1

$00000000

55,00090.000

130,000135.000135.000140,000140,000140,000

0000

$965 000

Series 2017$965.0004.50%May1. 17May1, 17

TRUE3.08%

9 yrs , 0 mos.$0.00

Int. Rate: 4.50%Series 2017

TolalP&l

$0000000

4 3 , 4 2 598,425

130,950166,900166,050159,975158,900152,600146,300

0000

11223,525

120% ol Proiect Useful Je > Ava. Life of Bond Term120% Proiect Useful Lfe Averaoe Lfe

Series 2011Series 2017

Tota Both SeriesI 10.28T 5.95

31.11 9.94

Taxable Vaue Growth Hstory200520062007200820092010

$282,661,294301,468,645 665%318,928,342 5.79%328,274,253 2.93%349.098,292 6.34%340.871,721 -2.36%

A v e r a g e Growth Rate: 3.87%Tota (Use) ot

TolalProposed

Debtso

481,589501,075501,075581,075

1,342,4751,344,4501,348,0501.383,2251,415,0251.448,4501.448,2751,445,8501.441,1751.434,2501,395,075

0000

$ 1 7 . 5 1 1 . 1 1 4

Existing & Plus Deq Funds onProposed A owance Hand Net Existing

Debl 1000% $1,192,661 Proposed Debt$1,048,363 $96,106 ($183,412) $961,056

1,524,159 31,715 (277,669) 1,278,2041,520,895 (242,691) 1,278,2041,507,530 (216,544) 1,290,9861,587,763 (272,345) 1,315,4181.342,4751,344,4501,348,0501,383,2251,415.0251,448,4501,448,2751,445.6501,441.1751.434,2501,395.075

0000

0 1,342,4750 1.344,4500 1,348,0500 1,383,2250 1,415,0250 1,448,4500 1,448.2750 1,445,8500 1,441,1750 1,434,2500 1,395,0750 00 00 00 0

Projected GrowthTxbl Vaue [3] Rate

$343.234,221 -2.36%336,369,537 -2.00%336,369,537 000%339.733,232 100%346,527,897 2.00%353,458.455 2-00%362,294,916 2.50%371.352,289 2.50%380,636.096 2.50%390.151.998 2.50%399,905,798 250%409,903.443 2.50%420,151.029 2.50%430.654,805 2.50%441,421,175 2.50%452,456,705 2.50%463,768,122 2.50%475,362,325 2.50%487,246,383 2.50%499,427,543 2.50%

July Levy. 100%Proposed Levy 3 80Current Levy 2.80Net Increase 100

Mi sNeeded Mi s

ALL SERIES NeededAvg 2.99 | AlDebl

2.801.57 3.801.49 3801.47 3.801.68 3.803.80 3.803.71 3.713.63 36 33.63 3.633.63 3.633.62 3.623.53 3.533 .4 4 3 4 43.35 3353.25 3.253.08 3.08

0000000.000.00

$22,635,009 J127.820 ($1.192.661 $21,570,168[1] 5 mos. 16 days interest.[2] Incudes $0 of Existing LTNQ Debl and $3,775,000 of Existing UT Debt as of Dated Date.|3] Incudes $2,362,500 of Equivaent IFT Vauations andLess DDA/TIFA Deb Captures of $0

PQNovfO Fntl vathout QSCB. PONovfO Fn/without QSCB STAUDER, BARCHt ASSOCIATES, INC. (734) 668-6688 11/4/10 11:46AM


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3881 Page 4-1

Project Sheet

Name of School Building: Primary School

Description of Proposal or Series 1 Project:Classroom(s) addition, classroom(s) remodel, media center remodelan dtoilet room(s) remodel. Multi-purpose an d school administration office(s)addition. Remove and replaceapproximately 32,200 s.f. roof area.Remodeling of kitchen and cafeteria, approximately 2,500 s.f. in area.Demoliton of existing structure(s).Telephone systems, public address, security systems, wireless network,data network and technology infrastructure upgrades.Description of Proposal or Series 2 Project:

Description of Proposal or Series 3 Project:

Instructional Technology DescriptionComputers, printers, sound enhasncement systems,projectors, classroom response system.

Site Work DescriptionRemoval of existing parking lot / drive.New parent and bus drop off, parking and drives.Remodel playground area and equipment.

Type of Project:D Ne w Building0 Addition(s)0 RemodelingO Facility Closing O Demolish0 Site Work

N ew Construction Square FtN ew Addition Square Ft. 22,000

Cost per Sq FtC o s t per Sq Ft 138.28

O Retain for future use O Convert to non-instructionalO Sell or Lease O Undetermined

Statement describing any existing environmental or usability problems the proposed project will address.(ex: asbestos, energy use, or ADA requirements)Energy efficiency will be increased with the removal and replacement of roofing materials. Remodel of toilet rooms willaddress ADA requirements. Fire suppression additions to kitchen equipment. Illuminated exit signage and fire alarmadditions. Newsecure entrance will control access to school and student population.Estimated Cost of Proposed Construction Project: (Attach analysis showing how cost estimates were calculated.)

Total Proposal/Series 1 Proposal/Series 2 Proposal/Series 3Ne w ConstructionRemodelingConstruction ContingenciesInstructional TechnologyLoose Furnishing/EquipmentBusesSite WorkSite AcquisitionArchitectural Fees and CostsCM Fees an d CostsEstimatedCosts(Not including election or bond issuance costs)

$3,042,200$689,594$257,419$196,709$80,000

$0$312,500

$0$264,056$353,671

$3,042,200$689,594$257,419$196,709$80,000

$0$312,500

$0$264,056$353,671

$5,196,149 $5,196,149 $0 $0

Certificate by Registered ArchitectI certify that the details of the proposed project(s) described above

/-->*--~*/Signature10/28/10

Date

and the attached detail relative to the construction pro|ect(s) are true and correct to the best ot my knowledge and bel

Scott T. Hoeft Integrated Designs, Inc. #1301032176Printed Namescott(3>intdesians.comE-mail Address

810-220-6767Fax Number

Firm Name and License810-229-2701

ef.

Number

Area Code and Telephone Number


9/18

3881

Enrollment Projections

[ N am e of School District: Beaverton Rural Schools [District Code Number: 26-010Complete this form af ter acquir ing an enrol lment project ion report from an approved enrol lment project ion prov ider. Official enrol lment project ions should be based on the most recent fall memb er s h ip c oun t

Grade1

101112

Tota ls

Preceding5- Year

Enrollment(Year)

CurrentEnrollment

1009691929612312210711 8100

( Y e a r )Projected 5-Year

Enrollment

109105149

1,495 1,408Subtotals by School District's Grade Configuration: *

868081958698

106101100113140129106

1,321

(Co l 4 - Co l 3 ) / Co l 3Projected Enrollment

Change (%)-14.00%-16.67%-10.99%

3.26%-10.42%-20.33%-13.11%

-561%-15 .25%13.00%28.44%22.86%

-2886%-6.18%

Projection WorksheetEnrollment Consultants Projections

Low6

868081958698

106101100113140129106

1,321

Median7

8581809890

103109112107125157146118

1,411

High8

858381

10193

107112

1 2 1114133179163130

1,502

342491488

1,321

344521546

1,411

350547605

1,502Explanation of Method Selected

1.5 projec t ions utilized,expecting enrollments to fall between Imost likely and high closer to the most likely.Two times the most likely plus the high, divided by three.

Prepared By : Integrated Designs, Inc. Source: Middle Cities Education Association

0


10/18

Wolgas t Corporat ionIntegrated Designs BEAVERTON RURAL SCHOOLSCONCEPT BU DGET SUMMARY 11/4 /2010

School Description BudgetBeav er t on Rural SchoolsPrimary SchoolRoof ReplacementPrimaryParking Lots38,000 sq ft - New Parking and Drives9,200 sq ft - New Concrete Walks

Demo Existing StructuresRelocate Playground EquipmentSite Restora t ion related to additionsN ew Multi-purpose Gym/Secure Entrance/Storage/Toi lets/Off iceInfrastructure TechnologyThree New Classroom s and Two Toi let Rooms/Toi let UpgradesRenovate Exist ing CafeteriaRenovate Existing KitchenKitchen EquipmentUpdate Electric/Storage/FlooringConstruction Cost SubtotalA /E FeesCM FeesConstruction Support CostContingencyBusesFurniture/EquipmentInstructional TechnologyTOTAL BOND ISSUE COSTS

$138,500.00$180,500.00$40,000.00

$27,000.00$20,000.00$45,000.00$2,143,000.00$160,945.00$899,200.00$63,700.00$122 , 500 . 00$125 , 000 . 00$78,949.00$4,044,294.00

$264, 056 . 00$25 7 ,21 9 .0 0$96,452.00$257,419.00$0 . 00$80,000.00$196,709.00

$5,196,149.00

ID


11/18

3881 Building Utilization Page 5- 1

Existing/Adequate

(K-2) Lower Elementary(3-5) Upper Elementary(6-8) Junior High(9-12) High SchoolSub Totals

Remodeled

(K-2) Lower Elementary(3-5) Upper Elementary(6-8) Junior High(9-1 2) High SchoolSub Totals

Proposed New

(K-2) Lower Elementary(3-5) Upper Elementary(6-8) Junior High(9-1 2) High SchoolSub Totals

Total Teac hingStations

List # ofTeachingStations

310

13

List # ofTeachingStations10

1


12

3

17

Current Gr. StructureProposed Gr. Structure

K-3K-3

Capacityx Factorx 20 =x 25 =x 22.5 =x 21.25 =

CapacityX Factorx 20 =x 25x 22.5x 2 1 .2 5 =

Capacityx Factorx 20 =x 25x 22.5 =x 21.25 =

TotalCapacityProjected5-YearPn'/\llm int

Utilization Percentage(Projected 5-Year Enrollment / Total Capacity)

Capacity

6025000

310

2000020

20500070

400

342

86%

1 List the number of teaching station inappropriate column.

2 Calculate total capacity using th eapplicable capacity factor.

3 Enter five (5 ) year projected enrollment.4 Calc ulate building utilization rate.

5 Attach floor and site plan of the building.Show th e rooms and category (adequate,remodeled, proposed new, closed).Number the teaching stations inconsecutive order.

List # ofFacility to be Closed Teaching x CP< = ., rsctorStations

(K-2) Lower Elementary x 20(3-5) Upper Elementary x 25(6-8) Junior High x 22.5(9-1 2) High School x 21.25 =Total Teaching Stations 0

Square Footage for TotalClosed Facility Capac ity

Capacity

0000

0

Please transfer applicable informationto the Utilization Summary on Page 7 ofthe aoolication.


12/18

Pa g e 6-1

Facility Condition AssessmentProject Number

Perform w alkthroug h inspection of the facility including special-use area s such as the cafe teria, art rooms, industr ial arts are as ,an d science labs. P lease complete th e following assessment form by responding to ALL statements.

Primary SchoolPlease provide an overall assessmentof each section or comment on anydeficiencies or special circumstances:

Health Section : Yes NO | N /A1, |Visible mold/damage does no t exist due to past or present water/mqislurejeaks. ~ ~ X2 Indoor surfaces are free of loose and peeling paint. X3 Air temperature is comfortable throughout the building. X_ 4 ^ |Unique/objectionable odors are not present in specificJaTeas or tTJrouqh'gjjnFe building." ~ "xOverall assessment or comments:

Life Safety Section _ Lje!_!_-b" N/A_v _ Lighted ex it signs ar e present at each entrance/exit_and are clearly visible. X2. Fire suppression equipment is present in kitchen, science rooms and corridors.^ X3 W ash room facilit ies ha ve barrier free accessibility. X4. Building acces s is limited to select, controlled entries. X

Overall assessm en t or comments:Kitchen is not a full service kitchen, appropriate fire extinguishers provided at kitchen, science rooms and corridors. Existing kitchen hood not f i re suppressed.Illuminated exit signage not present. Fire alarm pull stat ions not located near exitways.

structural section ; yes ! N O i N /A1. Inside masonry walls do not show visible signs o f cracks beyond normal aging. _ j_ _ X _ _2. Surface cracks do not exist around perimeter of interior/exterior doors and windows. _ X j3. Roof structure does no t show visible signs of damage, X j4 Building e xte rior is intact and does not showj/isible deterioration beyondjiormal aging._ _XOveral l assessment or comments:

Mechanical Section [ Yes | N o j N/A1. ! Windows an d exterior doo rs preve nt inefficient ai r l e a k a g e . X2. | W ater pressure exists to wash hands^supp}y water_f_ountains, and flush toilets. X_3 . W ater drains quick ly f rom sinks. i _ _ X > _ _4. Floor area near toilets and sin_ks is djry__ [_ X j_

Overall assessment or comments:

Electrical Section i Y e s I _ N O J_N/A_1. jTighting sys tem provides adeq uate intensity, 'diffusion', and distribution of iliumination. "_ "__ X j~ '2. Electrical controls are safely protected and accessible. X J3. |Classrooms have sufficient outlets to prevent regular use of electr ical extension cords. X.4. I The proximity of electr ical systems or panels is dry and free of standing w ater . X _Overall assessm en t or comments:

Certificate by Registered ArchitectI certi fy that I have assessed the factors described above and that the conditions relative to the faci l i ty are true and correc t to the best of my knowledge and belief.

Scott T. Hoeft Integrated Designs, Inc * 1301032176Signature Printed Name

[email protected] 810-229-6767

Firm Name and License Number

810-229-2701E-mail Address Fax Number Area Code and Telephone Number


13/18

3881 Page 4- 2

Project Sheet

Name of School Building: Middle School

Description of Proposal or Series 1 Project:Remodel of building primary entrance and administrative office.Additional lockers and corridor(s) remodel.Remove and replace approximately 78,300 s.f. roof area.Telephone systems, public address, security systems, wirelessnetwork, data network and technology infrastructure upgrades.



InstructionalTechnology DescriptionComputers, printers, sound enhasncement systems,projectors, classroom response system.

Site Work DescriptionRemove and replace 185,000 s.f.parking surfaces.Playground equipment and surfacing.

Cost per Sq FtCost per Sq Ft

Type of Project:EH Ne w Building > New Co nstruction Square FtD Addition(s) > New Addition Square Ft.0 RemodelingDFacility Closing ->ODemolish O Retain for future use O Convert to non-instructionalED Site Work O Sell or Lease O Undetermined

Statement describing any existing environmental or usability problems the proposed project wil l address.(ex: asbestos, energy use, or ADA requirements)Energy eff iciency wil l be increased with the removal and replacement of roofing materials. New secure entrance wil l controlaccess to school and student population.

Estimated Cost of Proposed Construction Project: (Attach analysis showing how cost estimates were calculated.)Total Proposal/Series 1 Proposal /Series 2 Proposa l /Series 3

Ne w ConstructionRemodelingConstruction ContingenciesInstructional TechnologyLoose Furnishing/EquipmentBusesSite WorkSite AcquisitionArchitectural Fees and CostsCM Fees and Costs

Estimated Costs(Not including election or bond issuance cos ts )

$0 s o$693,550$77,920$54,040

$0$0

$562,000$0

$75,900$101,655$1,565,065

$693,550$77,920$54,040

$0$0

$562,000$0

$75,900$101,655$1,565,065 $0 $0

Certificate by Registered ArchitectI certify that the details of the proposed project(s) described ab ove and the at tached detail relat ive to the construction pro ject ( s ) are true and correct to the best of my knowledge and belief.

Signature10/28/10

Scott T. He-eftPrinted Namescott(5)intdesians-corn

Date E-mail Address8 10 - 2 2 0 - 67 67Fax Number

Integrated Designs, Inc.#1301032176Firm Name and License Number810-229-2701_Area Code and Telephone Number


14/18

Wolgast CorporationIntegrated Designs B EAV ERT O N RU RAL SCH O O L SCONCEPT BUDGET SUMMARY 11 /4 /2010

School Description Budget_eaverton Rural Schools Middle/Elementary SchoolRoof ReplacementMiddle/Elementary SchoolParking LotsMiddle/Elementary School1 85,000 sq ft - Remove/Replace AsphaltNe w Secure Front EntranceInfrastructure TechnologyRemodel Existing Offices and Add A/ CAdd Lockers to North End of Building (1 50 )New playground EquipmentReplace Condenser/Evaporator CoolerConstruction Cost SubtotalA/E FeesCM FeesConstruction Support CostContingencyBusesFurniture/EquipmentInstructional Technology

$538,550.00

$462,000.00$25,000.00$44,000.00$35,000.00$36,000.00$100,000.00$15,000.00

$ 1 ,255,550.00$75,900.00$73,935.00$27,720 00$77,920.00$0.00$0.00$54,040.00

TOTA L BOND ISSUE COSTS $1 ,565,065 00


15/18

3881 Building Utilization Page 5- 2

Middle School

Existing/Adequate

(K-2) Lower Elementary(3-5) Upper Elementary(6-8) Junior High(9-1 2) High SchoolSub Tota ls

Remodeled

(K-2) Lower Elementary(3-5) Upper Elementary(6-8) Junior High(9-1 2) High SchoolSub Tota ls

Proposed N ew(K-2) Lower Elementary(3-5) Upper Elementary(6-8) Junior High(9-1 2) High SchoolSub Totals

Total TeachingStations


1 116

27


00

0


0

27

Current Gr. Structure

Proposed Gr. Structure

4-8

4-8

CapacityX Factorx 20 =x 25x 22.5 =x 21.25 =

Capacityx Factorx 20 =x 25x 22.5x 21.25 =

CapacityX Factorx 20 =x 25x 22.5 =x 21.25 =

TotalCapacityProjected5-YearCnrnman

Utilization Percentage(Projected 5-Year Enrollment / Total Capaci ty)

Capacity

02753600

635

00000

00000

635

491

77%

1 List th e number of teaching station inappropriate column.2 Calculate total ca pacity using th eapplicable capacity factor.3 Enter five (5 ) year projected enrollment.4 Calculate building utilization rate.5 Attach f loor and site plan of the building.Show th e rooms and category (adequate,remodeled, proposed new, closed).

Number the teaching stations inconsecutive order.

List # o f C3D3Ct TVFacility to be Closed Teaching x c =_. . rSCtOrStations(K-2) Lower Elementary x 20 =(3-5) Upper Elementary x 25(6-8) Junior High x 22.5(9-12) High School x 21.25 =Total Teaching Stations 0

Square Footage fo r Tota lClosed Facility Capacity

Capacity

0000

0

Please transfer applicable informationto the Utilization Summary on Page 7 ofthe app l ica t ion .


16/18

Facility Condition Assessment'roject Number'erform walkthrough inspection of the facility including special-use areas such as the cafeter ia, art rooms, industrial arts areas ,nd science labs. Please complete the following assessment form by responding to ALL statements

Middle SchoolPlease provide an overall assessmentof each section or comment on anydeficiencies or special circumstances:

tealth Section. _ _ . . _2. I Indoor surfaces are free of loose and peeling paint.j9_Eas^opresent water/moisture leaks.! Yes | No j N/A__

Ai r temperature is comfortable throughout the building.Unique/objectionable odors are not present in specific areas or 9l[ojjgfvoyyhbuilding.

XXiverall assessment or comments

.ife Safety Section1_ Lighted'exit signs are present at each entrance/exit and_are clearly visible.3.

Fire suppression equipment is present in kitchen, science rooms and corridors.Washroom facilities have barrier free accessibility.

Ye s i No i N/ A"x~l i~ ~X jBuilding access is limited to select, controlled entries.

iverall assessment or comments:W ashroom facilities accessible, but toilet room fixtures and toilet stall configeration do not meet the current barrier f ree requirements

structural sectionl.~[lnside masonry walls do not sh o w visible signs o f cracks beyond normal aging.2. i Surface cracks do not exist around perimeter of interior/exterior doors and windows.3. j Roof structure does not show visible signs of damage.4. IBuilding exterior is intact an d does no t show visible deterioration beyond normal aging, _ _

)verall assessment or comments: There are approximately 10 to 12 lintels on the old gymnasium wing which are very corroded and sagging.

Yes_!_ _No i N/A__X _ jX

Mechanica l Section.! ' W indo ws and exterior doors prevent inefficient air leakage.2 . | Water pressure exists to wash hands, supply water fountains, and flush toilets._ 3 . _ | Water drains quickly from sinks.4. ~| Floor area near toilets an d sinks is dry.

j Yes I No ! N/AJUKI)verall assessment or comments. Some air infultration at door thresholds at some exterior doors. x i

i_

Electrical Section1. (Lighting system"provides adequate intensity, diffusion, an d distribution of illumination.2.

! Yes I No

3Electrical controls are safely protected an d accessible.Classrooms have sufficient outlets to prevent regular use of electrical extension cords.The proximity of electrical systems or panels is dry and free of standing water.

iverall assessment or comments:

X"xx

Certificate by Registered Architectcertify that I have assessed the factors described above and that the conditions relative to the facility are true and correct to the best of my knowledge and belief

Scott T. Hoeft Integrated Designs, Inc.# 1301032176ignature

0/28/10

Printed Name

scott(5)intdesiqns.com 810-229 -6767

Firm Name and License Number

810-229 -2701E-mai l Address Fax Number Area Code and Telephone Number_

\\c


17/18


18/18

Wo lg a s t Corporat ionIntegrated Designs BEAVERTON RURAL SCHOOLSCONCEPT BU DGET SUMMARY 11/4 /2010

School Description BudgetBeaverton Rural Schools High SchoolAsphalt Resurfacing (170,000 sf )Turf - NaturalHome Bleachers (1000 seat ing) with Storage UnderneathVisitors BleachersPress BoxStadium LightsTrack Resurface (8 Lanes)Move Long Jump, High JumpRevise Raised Grade @ BleachersRenovate Present Baseball & Softbal l FieldsRemove Exist ing Tennis Courts /Si te Re storat ionRevision to Front Entrance w/Secure Vest ibuleRelocate Exist ing Lockers to Corridors (424 Lockers)Infrastructure TechnologyRenovate Exist ing Locker Space to Gathering SpaceRemodel Exist ing Media Center for Open Computer Labs,Update Shelving and Seating, and New Exterior Exit.Cafeteria to Gathering Space Addit ions

Construction Cost SubtotalA/ E Fe eCM FeeConstruction Suppo rt CostContingencyBusesFurniture/EquipmentInstructional Technology

$60,000.00$160,000.00$287,000.00$47,500.00$81,000.00$194,500.00$178,800.00$16,200.00$37,800.00$400,000.00$25,00000$225,000.00$57,25000$274,400.00$226,525.00$106,180.00$64,800.00

$2,441,955.00$181,730.00$177 , 03000$66,375.00$143,190.00$0.00$10,000.00$335,350.00

TOTAL COSTS $3,355,630.00

1-23-11 BRS State Treasury APP 1

Documents

Transcript of 1-23-11 BRS State Treasury APP 1