Bonds, Ballots and Buildings Conference

Feb. 9, 2018

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

2018 Bonds, Ballots & Buildings Conference logo

Is a bond measure or local option levy in your future?

Then don’t miss OSBA’s Bonds, Ballots and Buildings Conference, held once every two years in Salem.

This event has a long history of providing resources to help school districts and community colleges plan 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.

Registration is now closed.

Session designed for school business staff  Denotes sessions designed for school business staff 

7:30-8:00 a.m. – Registration, Continental Breakfast
     

8:15-9:30 a.m. – General Session

Welcome and Opening Remarks

Learn from the Winners Panel/Q&A 

9:30-9:45 a.m. – Break
    

9:45-11:00 a.m. – Workshops (choose one)

Architectural Trends in Design and How They Affect Student Learning

Build a Winning Campaign Team: How to Gain Necessary Support from Board Members and Associations

Bond Basics Bonanza! Nuts and Bolts  Session designed for school business staff

Your Campaign Toolbox: Why and How to Use Video and Social Media

11:00-11:30 a.m. – Break/Visit with Partners
    

11:30 a.m.-12:45 p.m. – Lunch

Voter Attitudes and Perceptions

Reflections on the May 2017 Election: Building a Campaign Around Health and Safety Needs

12:45-2:00 p.m. – Workshops (choose one)

Committing to Your Community: How Bond Campaigns Are a Lot Like Relationships

School Construction Contract Basics  Session designed for school business staff

New Requirements for Seismic and School Facility Grants

What You Need to Know About Election Law: How to Comply with Restrictions on Political Campaigning

2:00-2:15 p.m. – Break
    

2:15-3:30 p.m. – Workshops (choose one)

Community Demographics and Targeted Messaging Strategies

Go Where Your Voters Are: Using Social Media to Inform, Persuade and Pass Your School Bond 

Designing CTE and Maker Space for Vocational Technical Programs That Voters Will Support

Plan Your Facilities and Manage Your Construction  Session designed for school business staff

3:30 p.m. – Adjourn

Session designed for school business staff  Denotes sessions designed for school business staff 

   

8:15-9:30 a.m. – General Session

Welcome and Opening Remarks

Mary Paulson, OSBA, deputy executive director
LeeAnn Larsen, OSBA Board of Directors, president; Beaverton SD, board member

Learn from the Winners Panel/Q&A

Kent Klewitz, Jefferson SD, superintendent
Athena Vadnais, Gresham-Barlow SD, community relations director
Susan Stark Haydon, Tigard-Tualatin SD, community relations director
Scot Stockwell, St. Helens SD, superintendent

9:45-11:00 a.m. – Workshops

Architectural Trends in Design and How They Affect Student Learning
The Beaverton School District’s $680 million bond program is now in its fourth year. With a new middle school, a new high school and two new elementary schools already open, the program is more than half complete. Staff, design professionals and students will share their experience in the creation of the 2014 educational specifications and application of the latest architectural trends to create inspiring learning environments – both through new construction and renovations. 

Sheri D. Stanley, Beaverton SD, administrator for facilities development
Aaron Boyle, Beaverton SD, construction operations supervisor
Christopher Linn, Bora Architects, principal
Timothy Ganey, DLR Group, principal
Joe Echeverri, Bassetti Architects, associate principal
Five Oaks Middle School students

Build a Winning Campaign Team: How to Gain Necessary Support from Board Members and Associations
Most districts have limited experience with bond proposals and campaigns. When they pass a measure, there is a lengthy gap of time until they need to pass another one. Learn how Greater Albany Public Schools' rapid learning curve helped them build a campaign structure and win support for the largest measure in the district’s history. Tips will cover planning, district information, advocacy committee volunteers and the indispensable support of school board members and the district’s employee associations.

Jim Golden, Greater Albany Public Schools, superintendent
Ken Volante, Oregon Education Association, statewide political organizer
Pat Eastman, Greater Albany Public Schools PAC, campaign chair
Micah Smith, Greater Albany Public Schools, board chair

Session designed for school business staff Bond Basics Bonanza! Nuts and Bolts  
Want to learn about how bonds work? How to size them and estimate the tax impact on your residents? What the rules are for spending the money? What goes into drafting a ballot title and what timelines might be? How to turn a losing campaign into a winner? Come hear the nuts and bolts as well as a case study of district success.

Carol Samuels, Piper Jaffray, managing director
Ann Sherman, Hawkins, Delafield & Wood, partner
Mike Schofield, Gresham-Barlow SD, chief financial officer

Your Campaign Toolbox: Why and How to Use Video and Social Media
There are many ways to target and reach your voters. Essential campaign tools have expanded beyond traditional campaign methods to include digital media. Learn why you need to add social media, email and video to your campaign plan and get tips for the most effective way to reach your voters online.

Kari Chisholm, Mandate Media, president

11:30 a.m.-12:45 p.m. – Lunch

Voter Attitudes and Perceptions

John Horvick, DHM Research, vice president and political director

Reflections on the May 2017 Election: Building a Campaign Around Health and Safety Needs

Amy Kohnstamm, Portland Public Schools, board member

12:45-2:00 p.m. – Workshops

Committing to Your Community: How Bond Campaigns Are a Lot Like Relationships
You are ready to commit, but is your community ready to take the plunge and make a long-term investment? During this fast-paced session you’ll learn tips for authentic public engagement before and through Election Day. You’ll leave with everything you need to complete your district and Political Action Committee communication and outreach plans and sample materials from districts across Oregon.

Julianne Repman, Bend-La Pine Schools, director of communication and safety
Michele Emery, Central Oregonians for Responsible Education PAC
Christy McLeod, Central Oregonians for Responsible Education PAC

Session designed for school business staff School Construction Contract Basics  
Managing your bond funds can be as challenging as passing your bond measure. Learn about the basics, best practices and avoiding common pitfalls – and uncommon ones such as contract scams – in construction contracts and procurement, and set your project up for success from the start.

Rob Wilkinson, Ball Janik, partner
Scott Rogers, Wenaha Group, senior project manager; OSBA Board of Directors, member; Athena-Weston SD, board chair
Dale Kuykendall, Wenaha Group, senior project manager

New Requirements for Seismic and School Facility Grants
Changes are coming to some of the biggest grant programs for school facilities. Learn about new requirements for the Oregon School Capital Improvement Matching Program, Technical Assistance Program and the Seismic Rehabilitation Program. Understanding these new requirements will help your district get its applications completed right the first time.

Gloria Zacharias, Business Oregon, seismic program and policy coordinator
Michael Elliott, Oregon Department of Education Technical Assistance Program, school facilities coordinator

What You Need to Know About Election Law: How to Comply with Restrictions on Political Campaigning
What is ORS 260.432? Who does it apply to and when? What activities and materials does it pertain to? How does it govern materials public entities produce and/or distribute about bond measures? Get the answers to these questions and more from a compliance specialist with the Secretary of State’s Elections Division.

Lisa Ackerson, Secretary of State’s Elections Division, compliance specialist  
Michelle Teed, Secretary of State’s Elections Division, compliance specialist

2:15-3:30 p.m. – Workshops

Community Demographics and Targeted Messaging Strategies
Learn why you need to understand your voters, especially seniors without kids in school. Learn how to identify those you need to reach using Labels & Lists’ (L2’s) individual school district demographic profiles. Attendees will learn how to read their profile, determine their community’s specific demographics and translate survey research data into targeted messaging.

Melissa Martin, The Nelson Report, survey research director

Go Where Your Voters Are: Using Social Media to Inform, Persuade and Pass Your School Bond 
Social media is in every school district’s communication toolkit. But do you know how to use it effectively in a school bond campaign? Find out how a school district took its digital communications to the next level to inform, persuade and connect with target audiences, including non-parent voters. Learn the value of investing in and developing relevant content for today’s digital market. We will also cover advocacy campaigns and the use of digital communications.

Athena Vadnais, Gresham-Barlow SD, community relations director
Jeremy Wright, Wright Public Affairs, principal

Designing CTE and Maker Space for Vocational Technical Programs that Voters Will Support
In total, about 12.5 million high school and college students are enrolled in career and technical education (CTE) programs across the nation. How will school districts gain support and inform their constituents of the need for these spaces? Learn from our panel of board members, administrators, architects and program managers about recently successful bonds and completed schools utilizing CTE and maker spaces.

David Etchart, Heery International, program manager
Bill Amos, St. Helens SD, board member
Henry Fitzgibbon, Soderstrom Architects, principal-in-charge
Timothy Itami, Portland Public Schools, industrial technology assistant 
Glennon Stratton, Portland Public Schools, business operations analyst and MakerSpace project manager

Session designed for school business staff Plan Your Facilities and Manage Your Construction  
Before you can seek public support for facility improvements, you need a good facility plan. Learn how to approach your facility planning process to ensure that the important projects are identified and prioritized. You will get tips for timelines, cost estimation and construction management to use after your successful election.  

David McKay, HMK Company, managing director
Karen Montovino, DLR Group, principal

Lunch Speakers:  11:30 a.m. - 12:45 p.m.

 

John Horvick

John Horvick

Voter Attitudes and Perceptions

John Horvick is vice president and political director at DHM Research. He manages complex projects for the firm, is an experienced focus group moderator, and serves as DHM’s political commentator.

He regularly presents on issues of community, policy and governance to public officials and governing bodies, and his insights can often be heard on the radio or read in the pages of regional print media.

 

Amy Kohnstamm

Amy Kohnstamm

Reflections on the May 2017 Election: Building a Campaign Around Health and Safety Needs

Amy Kohnstamm attended Portland Public Schools and was elected to the Portland School Board in 2015. She has advocated for increased education funding at the Legislature and in support of local bonds and levies, served on the Superintendent's Bond Advisory Committee, as finance chair of the successful 2012 Portland Public Schools bond campaign, and led the campaign for the 2017 PPS bond, the largest school bond in Oregon history.

                                           

Bond campaigns require sound planning and community involvement to succeed. They also require a lot of work by district staff, board members and school supporters.

The North Clackamas School District has passed three construction bonds since 1998. In November 2016, 62 percent of the voters approved a $443 million bond measure. Click here to learn what they did to succeed.

Vernonia, a small community with a low tax base, passed two bonds for a new school. School construction bonds pass when communities understand an authentic need for capital improvements. In this case, the need to was great: to move the district’s only school, and the hub of community activity, out of the flood zone. Click here to learn how they did it.

The Phoenix-Talent School District had not had a bond election in decades and no one on the bond committee had worked on one before. Click here to read about the three lessons they learned: educate, stick to the facts and be strategic.

Hear more tips and advice from the Gresham-Barlow, Jefferson, St. Helens and Tigard-Tualatin school districts at the Learn from the Winners session at the Bonds, Ballots and Buildings Conference on Feb. 9.

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

A $50 fee is charged for each cancellation received after February 2, 2018. No-shows are billed the entire registration fee.

Registration is now closed. 

 

Hotel Reservations

Make hotel reservations directly with The Grand Hotel in Salem. You may call the hotel or book online:

  • Call the hotel, 877-540-7800 or 503-540-7800, and specify you are attending the OSBA Bonds, Ballots and Buildings Conference, OR
  • Book online here.

Hotel rates are $134/Deluxe King and $144/Deluxe Double Queen for single/double occupancy, plus taxes and fees.

A block of reduced-rate rooms has been negotiated to help you save money. After January 17, 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 Convention Center


View Larger Map

Salem Convention Center Parking

We encourage you to carpool if you are attending with others from your district. There is parking beneath the Conference Center; the entrance is on Liberty Street by the Grand Hotel.

If the parking lot is full, there is overflow parking nearby at Pringle Plaza. Be sure to park on the top level for free, all-day parking. Click here for a map for your reference.
 

OSBA Bond Election Resources

  • Oregon School Bond Manual (This file is in Adobe Acrobat PDF format.) - updated February 2018 (login required)
    The Oregon School Bond Manual contains all the details you need to understand the long- and short-term borrowing options for school districts, education service districts and community colleges.
  • Oregon School Construction Contract Manual (This file is in Adobe Acrobat PDF format.) - updated February 2018 (login required)
    This construction contract manual helps school districts, education service districts, charter schools and community colleges understand the procurement process and contract negotiations information for design professional and construction services.

Election Material from the Oregon Secretary of State

Election-related publications are available free on the Oregon Secretary of State’s website: http://sos.oregon.gov
Click on “Voting & Elections” in the top drop-down menu, then “Election Laws, Rules and Publications,” then “Manuals and Tutorials.” These manuals will be especially helpful:

  • 2018 Campaign Finance Manual (This file is in Adobe Acrobat PDF format.) - revised January 2018
    The Campaign Finance Manual includes information about Oregon campaign finance law. It is intended to provide committees and persons required to file independent expenditures with information about the requirements of campaign finance reporting. The PDF, listed under “Campaign Finance,” may be downloaded free.

Other Resources

  • Cross-Tabulated Voter Counts 
    L2 provides various election data, products and services, including Cross-Tabulated Voter Counts
    www.l2political.com
    This is an image of L2 logo 93x120
       

Workshop Presentations

9:45-11:00 a.m. – Workshops

Architectural Trends in Design and How They Affect Student Learning (This file is in Adobe Acrobat PDF format.)

Sheri D. Stanley, Beaverton SD, administrator for facilities development
Aaron Boyle, Beaverton SD, construction operations supervisor
Christopher Linn, Bora Architects, principal
Timothy Ganey, DLR Group, principal
Joe Echeverri, Bassetti Architects, associate principal
Five Oaks Middle School students

 Bond Basics Bonanza! Nuts and Bolts (This file is in Adobe Acrobat PDF format.

Carol Samuels, Piper Jaffray, managing director
Ann Sherman, Hawkins, Delafield & Wood, partner
Mike Schofield, Gresham-Barlow SD, chief financial officer

Build a Winning Campaign Team: How to Gain Necessary Support from Board Members and Associations (This file is in Adobe Acrobat PDF format.)

Jim Golden, Greater Albany Public Schools, superintendent
Ken Volante, Oregon Education Association, statewide political organizer
Pat Eastman, Greater Albany Public Schools PAC, campaign chair
Micah Smith, Greater Albany Public Schools, board chair

Your Campaign Toolbox: Why and How to Use Video and Social Media (This file is in Adobe Acrobat PDF format.)

Kari Chisholm, Mandate Media, president

11:30 a.m.-12:45 p.m. – Lunch General Session

Voter Attitudes and Perceptions (This file is in Adobe Acrobat PDF format.)

John Horvick, DHM Research, vice president and political director

Reflections on the May 2017 Election: Building a Campaign Around Health and Safety Needs (This file is in Adobe Acrobat PDF format.)

Amy Kohnstamm, Portland Public Schools, board member

12:45-2:00 p.m. – Workshops

What You Need to Know About Election Law: How to Comply with Restrictions on Political Campaigning (This file is in Adobe Acrobat PDF format.)

Lisa Ackerson, Secretary of State’s Elections Division, compliance specialist  
Michelle Teed, Secretary of State’s Elections Division, compliance specialist

School Construction Contract Basics (This file is in Adobe Acrobat PDF format.

Rob Wilkinson, Ball Janik, partner
Scott Rogers, Wenaha Group, senior project manager; OSBA Board of Directors, member; Athena-Weston SD, board chair
Dale Kuykendall, Wenaha Group, senior project manager

New Requirements for Seismic and School Facility Grant:

Committing to Your Community: How Bond Campaigns Are a Lot Like Relationships (This file is in Adobe Acrobat PDF format.)

Julianne Repman, Bend-La Pine Schools, director of communication and safety
Michele Emery, Central Oregonians for Responsible Education PAC
Christy McLeod, Central Oregonians for Responsible Education PAC 

 2:15-3:30 p.m. – Workshops

Designing CTE and Maker Space for Vocational Technical Programs that Voters Will Support:

David Etchart, Heery International, program manager
Bill Amos, St. Helens SD, board member
Henry Fitzgibbon, Soderstrom Architects, principal-in-charge
Timothy Itami, Portland Public Schools, industrial technology assistant 

Plan Your Facilities and Manage Your Construction  (This file is in Adobe Acrobat PDF format.)

David McKay, HMK Company, managing director
Karen Montovino, DLR Group, principal

Go Where Your Voters Are: Using Social Media to Inform, Persuade and Pass Your School Bond  (This file is in Adobe Acrobat PDF format.)

Athena Vadnais, Gresham-Barlow SD, community relations director
Jeremy Wright, Wright Public Affairs, principal

Community Demographics and Targeted Messaging Strategies (This file is in Adobe Acrobat PDF format.)

Melissa Martin, The Nelson Report, survey research director

Note: Contact OSBA Communication Services Assistant Diane Efseaff if you did not receive your district-specific Cross-Tabulated Voter Count distributed in this workshop session.

Exhibitor registration for OSBA’s 2018 Bonds, Ballots and Buildings Conference is now closed. Thank you to our partners, sponsor and exhitors!
 
The conference will be held Feb. 9, 2018, at the Salem Convention Center.

View the exhibitor floor plan

Exhibitor schedule:
Set up: 7:00-8:00 a.m.
Break: 9:30-9:45 a.m.
Break: 11:00-11:30 a.m.
Lunch: 11:30 a.m.-12:45 p.m.
Break: 2:00-2:15 p.m.
Conference concludes: 3:30 p.m.
Tear down: 3:30-4:30 p.m.

Cancellation policy:
All cancellations must be submitted in writing to OSBA BEFORE Dec. 8, 2017. No refunds will be made after Dec. 8, 2017.

Questions? Contact Rachel Fleenor or Diane Efseaff

Thank you to our Premium Partners!

new logo for pace for 2017

Property and Casualty Coverage for Education (PACE)
pace.osba.org
Dave Harvey
503-588-2800 x229; dharvey@osba.org
The leading provider of property and casualty coverage for public schools, education service districts, community colleges and charter schools.

 

D.A. Davidson logo

D. A. Davidson & Co.
dadavidson.com
Matt Donahue
503-863-5094; mdonahue@dadco.com
D.A. Davidson & Co. provides investment banking and financial advisory services to school districts.

 

 This is an image of DLR

DLR Group
www.dlrgroup.com
Paul Okerlund
503-274-2675; pokerlund@dlrgroup.com
DLR Group is an integrated design firm providing architecture, engineering, planning, interior design, and building optimization for K-12 facilities. Our promise is to elevate the human experience through design.

 

Piper Jaffray logo

Piper Jaffray
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.

 



 

Thank you to our Lunch Sponsor

Piper Jaffray logo

Piper Jaffray
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.

 



 

Thank you to our Exhibitors

Ball Janik, LLP

DAY CPM Services

edTactics

Hawkins Delafield & Wood, LLP

Heery International, Inc.

King County Directors Assn. (KCDA)

Mersereau Shannon, LLP

Orrick Herrington & Sutcliffe

Soderstrom Architects

Summit Bank

Virco, Inc.

Wells Fargo Securities

Wenaha Group, Inc.

 

Partners

  • larger new logo for pace in 2017
  • Click to visit the Oregon Rising website.
  • This is an image of standup4publicschools-osba