Bonds, Ballots and Buildings Conference

January 10, 2014

Salem - Salem Convention Center and The Grand Hotel - 200 Commercial St SE, Salem OR 97301 - 877-540-7800
Map/Directions

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Thinking about proposing a bond measure?

Need a refresher course on:

  • facility planning
  • bond and levy financing
  • campaign guidelines?

The OSBA Bonds, Ballots and Buildings Conference has a long history of helping districts plan their facilities, define and communicate bond costs to voters, and learn tactics for effective bond campaigns.

OSBA is bringing experts in construction and facility planning, finance, surveys and communications together to provide workshops and resources in a one-day conference.  

  • Attend workshops from experts in each field
  • Learn how to run a campaign effectively without violating election law
  • Hear your colleagues share their successes in passing bonds and levies.

Learn how winning districts passed a finance measure and how you can, too.

In November, only three school districts out of 13 passed construction bond measures. It has never been easy to earn the trust of voters and pass a finance measure. In this economy, it is even more difficult.

Register online

This year, the General Session includes our popular Learn from the Winners. In each workshop session, three workshops will run concurrently, featuring industry experts and school districts who will share real-world experiences. Sessions and presenters include:

7:30-8:15 am - Registration, Continental Breakfast

8:20-9:30 am - General Session

Welcome and Opening Remarks:

Betsy Miller-Jones, OSBA Executive Director
Dave Krumbein, OSBA Vice-President and Pendleton School Board Member

Learn from the Winners:

  • Bend-La Pine School District
  • North Santiam School District
  • Portland School District

There is no need to reinvent the wheel. Representatives from these districts will share lessons learned on the road to success. Learn how they won their bond elections and ask questions to help you succeed in your election.

9:45-11:30 am - Workshops

Pre-Bond Basics: What You Need to Know Before You Go Out to Your Voters

Matt Donahue, DA Davidson & Co.
Katie Schwab, Wedbush Securities
Ari Wubbold, DHM Research
Melissa Martin, Public Affairs Counsel/The Nelson Report

Focus on State Programs: Maximize Investments in Energy Efficiency and Seismic Upgrades

Elin Shepard, Energy Trust of Oregon
Tom Hogstad, Energy Trust of Oregon
Jon Belmont, Oregon Dept. of Energy Cool Schools Program
Dan Weldon, Oregon Dept. of Energy Cool Schools Program
Kathy Estes, Oregon Dept. of Energy Small-Scale Energy Loan Program
Yumei Wang, Oregon Dept. of Geology and Mineral Industries
Paulina Layton, Oregon Business Development Dept., Seismic Rehabilitation Grant Program

Methodical Bond Planning: A Team Approach

Casey White-Zollman, InterMountain ESD
Jon Peterson, Pendleton School District
Scott Rogers, InterMountain ESD
Dave Fishel, Weneha Group
Dave Krumbein, Pendleton School District

11:30 am-12:00 pm - Visit with Partners

Meet architects, engineers, bond finance experts and more. These business partners specialize in services to school districts. They will be available to provide information and answer your questions.

12:00-1:00 pm - Lunch

Keynote:  Election Law Update

Secretary of State Kate Brown

Continue your conversation with peers and business partners.

1:00-2:30 pm - Workshops

Bonds: From Dream to Reality
Part 1: Planning for the Election

Carol Samuels, Piper Jaffray - Seattle-Northwest
Ann Sherman, Hawkins, Delafield & Wood
Jerry Jones, Gresham-Barlow School District

Technology and the Next Generation Learning Environment

William Becker, PSU Center for Science Education
Pete Duncan, Presidio
Mark Rogers, Steelcase, Inc.
Michael Troyer, Interface Engineering
Joe Morelock, Canby School District

Dig Deeper into Your Survey Data: What to Ask and What the Results Mean

Melissa Martin, Public Affairs Counsel/The Nelson Report
Mara Woloshin, Woloshin Communications
Julianne Repman, Bend-La Pine School District

2:45-4:15 pm - Workshops

Bonds: From Dream to Reality
Part 2: After the Election: Now What?

Carol Samuels, Piper Jaffray - Seattle-Northwest
Ann Sherman, Hawkins, Delafield & Wood
Mike Wolfe, Salem-Keizer School District

Collaborative Solutions to the Fundamental Elements of School Facility Planning

Bob Collins, Hill International
Scott Mutchie, Hill International
Dave MacLeod, Thoughtstream
Richard Higgins, BLRB Architects
Sean Spellecy, New Dawn Security
Bob Lawrence, Communications Consulting

Campaigns on the Cheap: How to Run Small Budget School Measures

Jake Weigler, Path to Victory LLC
Ben Patinkin, Patinkin Research Strategies, LLC
Carla Axtman, Digital Media Strategist & Online Communications Consultant

4:15-5:00 pm - Networking with Districts, Workshop Presenters and Partners

Register online

For more information about participating as a sponsor/partner/exhibitor in this conference, contact Lori Sattenspiel.

Exhibit partner

  • Exhibit space.
  • Registration and meals.
  • Listed in partner flyer distributed to attendees and on the event website page.
  • Two weeks prior to event, OSBA will send an email to attendees linking to list of event partners.
  • Ability to attend workshops as space permits.

Networking partner

  • Exhibit space.
  • Registration and meals.
  • Listed in partner flyer distributed to attendees and on the event website page.
  • Two weeks prior to event, OSBA will send an email to attendees linking to list of event partners.
  • One week prior to event, OSBA will send an email to attendees outlining networking opportunities and thanking partners. Includes company logo and links to company website.
  • Sign at all networking opportunities.
  • Ad in conference workbook.

Premier partner - SOLD

  • Space in partner pavilion or two event registrations.
  • Listed in partner flyer distributed to attendees and on the event website page.
  • Two weeks prior to event, OSBA will send an email to attendees linking to list of event partners.
  • One week after event OSBA will send an email to attendees thanking premier partners and providing contact information.
  • Sign for general session entrance.
  • Company logo on one of the items below on a first-come basis:
    • Lanyards
    • Tote bags
    • Pens
    • Notepads

Conference registration is $135 for OSBA members and $235 for non-members. Fees include workshop materials, continental breakfast, lunch and breaks.

A $50 fee is charged for each cancellation received after January 3. No-shows are billed the entire registration fee.

Register online

Passing a general obligation bond or levy is not easy. In the November 2013 election, only three of 13 general obligation bond measures passed around the state. That means voters approved only 23 percent of the measures on the ballot.

How do successful districts pass their finance measures? Read about the three successful districts in the last election and hear more stories of success at the Bonds, Ballots and Buildings conference on Jan. 10.

Learn from the Winners:

Learn about North Santiam School District’s success after four attempts in five years: click here; after the page opens, scroll to the bottom to watch the video.

Register online

Register by mail

9:45-11:30 am - Workshops

Pre-Bond Basics: What You Need to Know Before You Go Out to Your Voters

Focus on State Programs: Maximize Investments in Energy Efficiency and Seismic Upgrades

Methodical Bond Planning: A Team Approach

  • Methodical Bond Planning: A Team Approach - Casey White-Zollman, InterMountain ESD; Jon Peterson, Pendleton School District; Scott Rogers, InterMountain ESD; Dave Fishel, Weneha Group; Dave Krumbein, Pendleton School District

1:00-2:30 pm - Workshops

Bonds - From Dream to Reality, Part1: Planning for the Election

Technology and the Next Generation Learning Environment

Dig Deeper into Your Survey Data: What to Ask and What the Results Mean

2:45-4:15 pm - Workshops

Bonds - From Dream to Reality, Part 2: After the Election: Now What?

Collaborative Solutions to the Fundamental Elements of School Facility Planning

Campaigns on the Cheap: How to Run Small Budget School Measures

Click for information about participating as a partner/exhibitor in this conference, or contact Lori Sattenspiel

Thank you to our partners!

 

    Strategic Partner:
 This is an image of $name

 

 

 

Property and Casualty Coverage for Education (PACE)
pace.osba.org
Tricia Yates
503-588-2800 x222; tyates@osba.org
The leading provider of property and casualty coverage for public schools, education service districts, community colleges and charter schools.
     
    Premier Partner:
This is an image of Piper Jaffray logo     

Piper Jaffray - Seattle-Northwest Division
www.piperjaffray.com
Carol Samuels
503-275-8301; carol.e.samuels@pjc.com
Municipal bond investment banking firm with expertise in underwriting, financial advisory services portfolio management and market making for fixed income securities.

     
    Workshop Partner:
 This is an image of Hill Intl logo  

Hill International 
www.hillintl.com
Bob Collins
503-434-3650; bobcollins@hillintl.com
Hill International is a global leader in managing construction risk, and offers many services including long-range facility planning, construction program and project management.

     
    Networking Partners:
 

Orrick, Herrington & Sutcliffe LLP 
www.orrick.com
Doug Goe
503-943-4800; dgoe@orrick.com
Orrick practices in five core areas: corporate, energy & infrastructure, finance, intellectual property and litigation.

  Public Affairs Counsel
www.pacounsel.org
Melissa Martin
503-363-7084; martinm@pacounsel.org
Public Affairs Counsel specializes in legislative representation, ballot measure campaign management, public opinion survey research and direct mail.
 

 

 

Thoughtstream
www.thoughtstream.ca
Kamren Farr
1-800-361-9027; kamren.farr@thoughtstream.ca
Thoughtstream is a software business with skills in organizational development, building software applications and business.

   

Wedbush Securities
www.wedbush.com
Katie Schwab
503-471-6798; Katie.Schwab@Wedbush.com
Largest privately held investment bank headquartered on the west coast, serving as financial advisor to Oregon school districts.

     
    Exhibit Partners:
    D.A Davidson & Co.
www.davidsoncompanies.com
Matt Donahue 
503-863-5089; mdonahue@dadco.com
Full-service investment firm based in the Northwest, providing underwriting and financial advisory services to municipalities issuing bonds and other debt.
 

 

 

 

 

Dull Olson Weekes - IBI Group Architects, Inc.
www.dowa-ibigroup.com
Janna Stacey
503-226-6950; janna.stacey@dowa-ibigroup.com
Architectural design services firm focused on Client, Community, Sustainability and Excellence.

 

Heery International
www.heery.com
Dennis Lawler
503-220-5992; dlawler@heery.com
Heery International is a full-service architecture, interior design, engineering, construction management and program management firm.

 

Mersereau Shannon LLP 
www.mershanlaw.com
Jim Shannon
503-226-6400; jshannon@mershanlaw.com
Mersereau Shannon LLP focuses its practice in the areas of municipal law, litigation and finance, representing municipalities and other public bodies, and has provided bond counsel services to school districts in Oregon.

 

Talius 
www.talius.com
Jamie Turnbull
250-832-7777; info@talius.com
Talius provides innovative solutions for security, storm protection, shade and insect protection for commercial and institutional clients.

 For information about participating as a partner/exhibitor in this conference, click here or contact Lori Sattenspiel

Kate Brown

Secretary of State Kate Brown

Keynote Speaker: Lunch, 12:00 p.m.
Election Law Update

 

 

Kate Brown was elected Secretary of State in 2008. She is now in her second term. She previously served three terms in the Oregon Senate where she served as majority leader. She was a member of the Oregon House of Representatives from 1991 to 1997.

As Secretary of State, Kate has focused on the state’s initiative system, removing barriers to voter registration and voting, expanding online services to businesses and improving public program efficiency and effectiveness through state audits.

Kate is an expert in state election law. She has previously spoken at the OSBA Bonds, Ballots and Buildings Conference.

Hotel Reservations

Make hotel reservations directly with The Grand Hotel in Salem. Call the hotel, 877-540-7800 or 503-540-7800, and specify you are attending the OSBA Bonds, Ballots and Buildings Conference; you may also make reservations online. Hotel rates are $124 for single/double occupancy, plus taxes and fees. A block of reduced-rate rooms has been negotiated to help you save money. After December 30, hotel reservations will be accepted at the group rate only on a space- and rate-available basis. All reservations are on a first-come, first-served basis.

Information about The Grand Hotel's room types and amenities is available on the hotel website or by calling the hotel at 877-540-7800 or 503-540-7800.

Salem Conference Center


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In each workshop session, three workshops will run concurrently, featuring industry experts and school districts who will share real-world experiences. Sessions and presenters include:

9:45-11:30 am - Workshops

Pre-Bond Basics: What You Need to Know Before You Go Out to Your Voters

Matt Donahue, DA Davidson & Co.
Katie Schwab, Wedbush Securities
Ari Wubbold, DHM Research
Melissa Martin, Public Affairs Counsel/The Nelson Report

Experts in the architecture/planning, research and finance industries will provide a thorough examination by of the key items districts must understand and have in place prior to the election process. The session will cover surveys, mistakes made by school districts, voter climate, demographics of school districts, architecture and planning, determining projects based on population, general obligation bond basics, levy rate analyses and structures, and factors affecting your potential general obligation bond.

Focus on State Programs: Maximize Investments in Energy Efficiency and Seismic Upgrades

Elin Shepard, Energy Trust of Oregon
Tom Hogstad, Energy Trust of Oregon
Jon Belmont, Oregon Dept. of Energy Cool Schools Program
Dan Weldon, Oregon Dept. of Energy Cool Schools Program
Kathy Estes, Oregon Dept. of Energy Small-Scale Energy Loan Program
Yumei Wang, Oregon Dept. of Geology and Mineral Industries
Paulina Layton, Oregon Business Development Dept., Seismic Rehabilitation Grant Program

Important improvements to schools include seismic retrofits and energy efficiency upgrades. Learn about earthquake hazards, ways to improve school safety and how your district can get incentive funds for energy efficiency projects.

Methodical Bond Planning: A Team Approach

Casey White-Zollman, InterMountain ESD
Jon Peterson, Pendleton School District
Scott Rogers, InterMountain ESD
Dave Fishel, Weneha Group
Dave Krumbein, Pendleton School District

This expanded Learn From the Winners workshop by the Pendleton School District will discuss the unique team approach and methodical two-year process to put a general obligation bond on the November 2013 ballot. Participants will learn about the cost and time commitment of such an approach, including the board’s involvement and investment in the process.

1:00-2:30 pm - Workshops

Bonds: From Dream to Reality
Part 1: Planning for the Election

Carol Samuels, Piper Jaffray - Seattle-Northwest
Ann Sherman, Hawkins, Delafield & Wood
Jerry Jones, Gresham-Barlow School District

What does it take to get a general obligation bond issue on the ballot? Learn how to develop a long-range facility plan; determine your highest priority needs; develop a broad-based bond committee; identify the costs of a bond levy for taxpayers; understand how state and federal tax law restrictions impact your choice of projects; and develop a winning ballot title.

Technology and the Next Generation Learning Environment

William Becker, PSU Center for Science Education
Pete Duncan, Presidio
Mark Rogers, Steelcase, Inc.
Michael Troyer, Interface Engineering 

The world has changed, but unfortunately many learning environments have not. The panel will start off with a school district's view of classrooms and technology, then move on to address envelope, technology, human resources, and grants that are currently available to fund upgrades. Topics covered include next generation spaces for teaching and learning (how to integrate current knowledge of learning into the physical space), new technologies available for classroom use, teacher training and support, and funding for schools and capital investments and operations.

Dig Deeper into Your Survey Data: What to Ask and What the Results Mean

Melissa Martin, Public Affairs Counsel/The Nelson Report
Mara Woloshin, Woloshin Communications
Julianne Repman, Bend-La Pine School District

Learn how to read your individual demographic profile, who your voters are, and strategies to reach them; and review survey questionnaire formats and why they're used. Through hands-on exercises, designed to help attendees take what they've learned and apply it to their own districts, participants will learn how to deliver the right messages to a targeted audience. The session also includes strategies very small school districts that don't have a large enough population to do a survey can use to reach their voters. Attendees should come away with a much broader understanding of how survey research can help them turn more "nos" into "yeses."

2:45-4:15 pm - Workshops

Bonds: From Dream to Reality
Part 2: After the Election: Now What?

Carol Samuels, Piper Jaffray - Seattle-Northwest
Ann Sherman, Hawkins, Delafield & Wood
Mike Wolfe, Salem-Keizer School District

Experts will walk you through the process of selling bonds into the public market and arm you against potential pitfalls. This session will describe what underwriters, bond counsel, paying agents, insurance companies and rating agencies do; what information is required  for disclosure documents; what the legal documentation includes; federal government rules and regulations; how to make your bond issue attractive to bond buyers; and what issues might arise after bonds are sold.

Collaborative Solutions to the Fundamental Elements of School Facility Planning

Bob Collins, Hill International
Scott Mutchie, Hill International
Dave MacLeod, Thoughtstream
Richard Higgins, BLRB Architects
Sean Spellecy, New Dawn Security
Bob Lawrence, Communications Consulting

Gain a comprehensive understanding of skill sets to successfully complete long-range facility planning for your school district leading to capital construction. An interactive team of security, technology, design, communication, project management and community outreach professionals will share their collective strategies to achieve positive changes in your educational facilities.

Campaigns on the Cheap: How to Run Small Budget School Measures

Jake Weigler, Path to Victory LLC
Ben Patinkin, Patinkin Research Strategies, LLC
Carla Axtman, Digital Media Strategist & Online Communications Consultant

Learn how to assemble a low-cost school funding campaign; prioritize your campaign plan to get the best results; determine your best campaign messages; develop a strong ballot title and summary; take advantage of the Internet and social media; and determine the best way to invest limited campaign resources.

Register online

Register by mail

 

Partners

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