How Bond Committees Originated in Katy ISD:
At a summer school board retreat in 1993 while I was on the Katy ISD School Board, the superintendent (Hugh Hayes) gave the board
members his suggestions on how to approach the upcoming bond referendum. A
copy of his memo follows. Note that it was a conscious decision to USE
members of the public with no real legal authority to make decisions for the
elected board members thus absolving the board members from any kickback from
unpleasant results. I didn't like this plan and said so. When the
committee was convened, they didn't allow me to be on it! So much for speaking one's mind!
“Bond Election Information
It is apparent that we must hold a bond election in the next several months to
address existing and projected needs in the district. I have attempted to
make some notes which I hope will assist you in making the decisions necessary
to successfully call and pass an election to address these needs.
Time of the Election:
The major factor in timing the election would be the availability of bond funds
at the time they are needed. Some estimates regarding time requirements
are as follows:
1. Defining needs - This time period can range from a few weeks to a few
months, depending upon the degree of community involvement in the needs
assessment. Using our demographic data, we can project needs for the next
five to seven years fairly quickly. A package could be developed and made
ready for public presentation within two weeks. If a steering committee or
some other form of community group is used to help identify needs, this time
would stretch to two months.
Advantages of District Needs Assessment:
1. Short time required.
2. Control of the size of issue.
3. Needs are data driven.
Disadvantages of District Needs Assessment:
1. No community “ownership” of plan.
2. Special interest groups may organize as a result of not being
represented.
3. Burden for “selling” the bond issue falls on the district.
Advantages for Community Involvement:
1.
Participation by a variety of community representatives builds a broad coalition
of support for the project
.
2. Community involvement usually ensures that all areas of the district
are
addressed and that special interest groups have the
opportunity to
participate in the process.
3. Community members have more credibility as bond “salesmen.”
Disadvantages for community Involvement:
1. Needs may not match those developed by the district or may exceed
those developed by the district.
2. Inability to control the size of the issue.
3. Displeased participants may become negative forces in the campaign.
Recommended Approach:
Appoint a steering committee composed of 15 to 30 individuals. Present
district developed needs and ask steering committee to document needs via
observations, available data, etc. Ask steering committee to make a
commitment to support and help promote the issue. Time required one
month.
Size of Issue:
The size of this issue is dependent upon the number of years to be covered and
the additional facilities or support services to be considered beyond actual
classroom space. I believe the size of this issue will fall between 65 million
and 125 million, and may be a very critical issue in determining the success or
failure of this issue.
Points to Remember:
1. Our demographic data makes disclaimers for projections beyond five
years.
2. Our patrons are only now emerging from the Houston area recession of
the late 80’s and early 90’s.
3. Projections made in the last bond election which did not hold up.
4. Uncertainty of the school finance issue in Texas.
Recommended Approach:
Develop a program to address minimal classroom needs for a 5-7 year period.
Develop additional recommendations for support facilities, infra-structure
upgrades, etc. and assign dollar values to those components. Estimate
classroom needs for additional 3-5 years and assign costs to these estimates.
Consult with steering committee to gain consensus regarding size of the issue.
Defining the Issue:
As discussed earlier, the election can be called for a simple proposition to
“construct, equip, maintain, facilities, etc.” or can be called for a series of
specific propositions such as (1) a new junior high, (2) three new elementary
schools, and (3) renovations of schools A, B, and C.
Recommended Approach:
One general proposition to cover the basic program as defined in promotional
literature, plus separate proposal(s) for specialty projects such as auditorium,
etc.
Communicating the Need:
After the program has been defined and the election called, a campaign should be
launched to communicate the need to the public and to encourage the positive
vote. Prior to calling the election any special groups such as the
district’s teachers and staff or the Community Support Network should have an
opportunity to hear the plan and react to it.
Recommended Approach:
Obtain a positive commitment from the steering committee to support the issue.
Visit each campus or campus cluster to discuss the proposed election. On
the eve of the call, host a meeting for the Community Support Network to discuss
elements of the issue. After calling the election, the following steps
should be taken.
1. Arrange for the printing of fact sheets and question/answer sheers.
2. Produce informational brochure.
3. Establish budget for advertising and raise funds.
4. Develop video presentation for speakers.
5. Speakers’ Bureau given assignments:
A) All PTA Units
B) All Service Clubs
C) Chambers, etc.
D) Other groups as requested
This informational campaign and positive advertisement should last no longer than
30 days after the call. The production of all materials should be timed to
coincide with the election call.
Suggested Timelines:
Based upon the sale and delivery of bond proceeds in time to begin construction
this summer, we can work backwards to establish this tentative timeline.
Defining the Needs, etc.
- October, 1993 through January
15, 1994
Call for Election
- January 24, 1994 - Regular
Board Meeting
Election Campaign
- January 25, 1994 through March
4, 1994
Election
- March 5m, 1994
(Saturday)
Sale of Bonds
- April 15, 1994
Delivery of Proceeds/
- June 1, 1994