Vote Yes on Los Angeles County Measure QS - 2016 general Election
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  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Commentary on Measure QS

Are you sure you want vote to support this extravagant measure? It has no accountability.

This campaign was designed by Isom Advisors. We figured out just the right words to get you to you to open up your checkbook.

We'd also like to introduce you to our partners -- bond lawyers, brokers, wealthy investors, architects, management firms, construction companies, and trade unions. We all stand to make a ton of money on these bonds. Our profits come right off the top, before a penny is actually spent on improving the facilities.

We're not just doing it for the money. We like to show off our work in Architectural Digest and other places where the rich and famous congregate.

Remember, we've taken a lot of risk. We gave money to get your governing board members elected, so they'd be sure to remember us when we came around for a hand-out later.

It's just business-as-usual, here in sunny Corruptifornia.

Please don't read the fine print. That's just put in by the lawyers to make what we're going to do to for you legal.

When you see highlighting in the documents below, it to see the commentary.

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Measure QS Question

To improve the quality of education with funding that cannot be taken by the State; ; update inadequate electrical systems; replace deteriorating plumbing and sewer systems; upgrade/modernize 50-year-old classrooms, restrooms and school facilities; and replace outdated heating, ventilation and air-conditioning systems; shall the South Whittier School District issue $29,000,000 of bonds at legal interest rates, with , annual audits and NO money used for administrative or teacher salaries?

Bonds - Yes Bonds - No

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Impartial Analysis for Measure QS

PR-004894-5 LA 401-066

IMPARTIAL ANALYSIS OF MEASURE QS

By Mary C. Wickham, County Counsel

Approval of Measure QS ("Measure") would authorize the Governing Board ("Board") of the South Whittier School District ("District"), which placed the Measure on the ballot by Resolution No. 15-16-18, to issue general obligation bonds in an amount not to exceed $29,000,000.

Proceeds from the sale of the bonds authorized by the Measure shall be used only for the purposes specified in the Measure, including, but not limited to, repairing or replacing roofs; upgrading electrical systems; repairing plumbing and sewer systems; replacing heating, ventilation, and air-conditioning systems; acquiring technology infrastructure, hardware, and software; modernizing, renovating, or constructing classrooms, labs, restrooms, libraries, and other school facilities; providing furnishings and equipment; making health, safety, and accessibility improvements, including seismic retrofits and hazardous materials removal; making energy-efficiency upgrades and improvements; replacing portable classrooms; making water-conservation improvements; upgrading and improving athletic facilities for both school and community use; upgrading, repairing, and/or expanding parking, roadways, grounds, and utility systems; and acquiring land, rights of way, and other interests in real property, including leasing real property, to provide facilities. Bond proceeds may not be expended on teacher and administrator salaries and other operating expenses.

The Board shall cause independent performance and financial audits to be conducted annually to ensure that bond proceeds are spent only for the projects identified in the Measure. The Board shall appoint an independent Citizens' Oversight Committee in accordance with Education Code section 15278 no later than 60 days after the Board enters the election results in its minutes to ensure that bond proceeds are spent as specified in the Measure and as provided by law. The Board shall create an account into which bond proceeds shall be deposited.

The bonds shall be issued pursuant to Education Code section 15264, Government Code section 53506, or any other provision of law authorizing issuance of general obligation bonds by school districts. The maximum rate of interest on any bond shall not exceed the maximum rate allowed by law. Bonds may be issued in series, but each series shall mature not more than the maximum number of years allowed by law at the time of issuance. According to the

(Continued on next page)
PR-004894-6 LA 401-067
IMPARTIAL ANALYSIS OF MEASURE QS (Continued)

District's Tax Rate Statement, the best estimate of the highest tax rate required to fund the bonds, based on a projection of assessed valuations available when the District filed its Tax Rate Statement, is $30 per $100,000 of assessed valuation, which is projected to be the same in every fiscal year that the bonds remain outstanding.

This Measure requires a fifty-five percent (55%) vote for passage.

NOTICE TO VOTERS

Approval of Measure QS does not guarantee that the proposed project or projects in the South Whittier School District that are the subject of bonds under Measure QS will be funded beyond the local revenues generated by Measure QS. The district's proposal for the project or projects may assume the receipt of matching state funds, which could be subject to appropriation by the Legislature or approval of a statewide bond measure.

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Argument in Favor of Measure QS

PR-004894-7 LA 401-068

ARGUMENT IN FAVOR OF MEASURE QS

Quality schools improve student achievement, protect property values, prepare students for a productive future, and create greater neighborhood safety. Our teachers and staff do a great job educating local children, but many classrooms, labs, and buildings in the South Whittier Elementary School District are outdated and inadequate to provide students with the school facilities they need to succeed.

Although our schools have been well maintained over the years, classrooms and facilities are aging rapidly and do not meet 21st century standards. The average age of our schools is more than 60 years old. Our oldest, Graves Middle School, was first built over 90 years ago! Today, our schools need major classroom and infrastructure improvements to provide a quality of education for local children. Voting YES on Measure QS will help our schools meet today's safety, technological, and educational standards.

If passed, Measure QS will provide funding to make critical facility improvements to South Whittier Elementary schools including:

  • - Repairing or replacing leaky roofs
  • - Upgrading inadequate electrical and deteriorating plumbing and sewer systems
  • - Replacing outdated heating, ventilation and air conditioning systems
  • - Improving student access to computers and modern technology
  • - Making health, safety and handicapped accessibility improvements
  • - Modernizing or renovating 50-year old classrooms and school facilities

Measure QS makes financial sense and protects taxpayers:

  • - By law, spending must be reviewed and annually audited by an independent citizens' oversight committee.
  • - All bond funds must be spent locally and cannot be taken by the State.
  • - Funds are required to be spent only on schools, not for administrator or teacher salaries.

(Continued on next page)
PR-004894-8 LA 401-069
ARGUMENT IN FAVOR OF MEASURE QS (Continued)

Measure QS upgrades and renovates old and inadequate classrooms, improves the education of local students, and maintains the quality of our community. That's something we can all support. Please join us and VOTE YES ON MEASURE QS!

SYLVIA V. MACIAS
South Whittier School District Board President

JOE DUARDO
Past President of School Boards Association

JEFF BAIRD
Whittier Union School District Board Member/Retired Attorney

VADO EMERSON
Auto Shop Owner/Parent

MYRNA V. SALAZAR
Retired South Whittier School District Teacher

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Argument Against Measure QS

NO ARGUMENT AGAINST THIS MEASURE WAS SUBMITTED

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Full Text of Measure QS

PR-004896-8 LA 401-061

FULL TEXT OF BALLOT MEASURE QS

INTRODUCTION

"To improve the quality of education with funding that cannot be taken by the State; repair or replace leaky roofs; update inadequate electrical systems; replace deteriorating plumbing and sewer systems; upgrade/modernize 50-year-old classrooms, restrooms and school facilities; and replace outdated heating, ventilation and air-conditioning systems; shall the South Whittier School District issue $29,000,000 of bonds at legal interest rates, with independent citizens' oversight, annual audits and NO money used for administrative or teacher salaries?"

BOND AUTHORIZATION

By approval of this measure by at least 55 percent of the registered voters voting on the measure, the South Whittier School District will be authorized to issue and sell bonds of up to $29.0 million in aggregate principal amount at interest rates not to exceed legal limits and to provide financing for the specific types of school facilities projects listed in the Bond Project List described below, subject to all of the accountability requirements specified below.

ACCOUNTABILITY REQUIREMENTS

The provisions in this section are specifically included in this measure in order that the voters and taxpayers in the District may be assured that their money will be spent wisely. Expenditures to address specific facilities needs of the District will be in compliance with the requirements of Article XIII A, Section 1(b)(3), of the State Constitution and the Strict Accountability in Local School Construction Bonds Act of 2000 (codified at Education Code Sections 15264 and following.)

Evaluation of Needs. The Governing Board has identified detailed facilities needs of the District and has determined which projects would be financed from a local bond. The Governing Board hereby certifies that it has evaluated safety, class size reduction, enrollment growth, and information technology needs in developing the Bond Project List shown below.

Independent Citizens' Oversight Committee. Following approval of this measure, the Governing Board will establish an Independent Citizens' Oversight Committee, under Education Code Sections 15278 and following, to ensure bond proceeds are expended only on the types of school facilities projects listed below. The committee will be established within 60 days of the date when the results of the election appear in the minutes of the Governing Board.

Performance Audits. The Governing Board will conduct annual, independent performance audits to ensure that the bond proceeds have been expended only on the school facilities projects listed below.

(Continued on next page)
PR-004894-1 LA 401-062
FULL TEXT OF BALLOT MEASURE QS (Continued)

Financial Audits. The Governing Board will conduct annual, independent financial audits of the bond proceeds until all of those proceeds have been spent for the school facilities projects listed below.

Government Code Accountability Requirements. As required by Section 53410 of the Government Code, (1) the specific purpose of the bonds is set forth in this Full Text of the Measure, (2) the proceeds from the sale of the bonds will be used only for the purposes specified in this measure, and not for any other purpose, (3) the proceeds of the bonds, when and if issued, will be deposited into a building fund to be held by the Los Angeles County Treasurer, as required by the California Education Code, and (4) the Superintendent of the District shall cause an annual report to be filed with the Governing Board of the District not later than January 1 of each year, which report shall contain pertinent information regarding the amount of funds collected and expended, as well as the status of the projects listed in this measure, as required by Sections 53410 and 53411 of the Government Code.

NO TEACHER OR ADMINISTRATOR SALARIES

Proceeds from the sale of bonds authorized by this measure shall be used only for the purposes specified in Article XIII A, Section 1(b)(3), those being for the construction, reconstruction, rehabilitation, or replacement of school facilities, including the furnishing and equipping of school facilities, and the acquisition or lease of school facilities, and not for any other purpose, including teacher and administrator salaries and other school operating expenses.

STATE MATCHING FUNDS

The following statement is included in this measure pursuant to Education Code Section 15122.5: Approval of this measure does not guarantee that the proposed project or projects that are the subject of bonds under this measure will be funded beyond the local revenues generated by this measure. The District's proposal for the project or projects described below may assume the receipt of matching state funds, which, if available, could be subject to appropriation by the Legislature or approval of a statewide bond measure.

BOND PROJECT LIST

School Facility Project List. The items presented on the following list are the types of projects to be financed with voter-approved bond proceeds. Specific examples included on this list are not intended to limit the generality of the broader types of projects described and authorized by this measure. Bond proceeds will be expended to modernize, replace, renovate, expand, construct, acquire, equip, furnish and otherwise improve the classrooms and school facilities of the District. The projects in the Bond Project List are authorized to (Continued on next page)
PR-004894-2 LA 401-063
FULL TEXT OF BALLOT MEASURE QS (Continued)
be completed at each and any of the District's including support and administrative sites as shall be approved by the Board of Trustees, including at the :

Carmela Elementary School
Year Built: 1959

Los Altos Elementary School
Year Built: 1956

Howard J. McKibben Elementary School
Year Built: 1961

Monte Vista Elementary School
Year Built: 1969

Lake Marie Elementary School
Year Built: 1953

Richard L. Graves Middle School
Year Built: 1926

Loma Vista Elementary School
Year Built: 1938

The specific school facilities projects to be funded include, but shall not be limited to:

School Renovation, Repair, Upgrade, and Construction Projects

  • Repair or replace leaky roofs
  • Upgrade inadequate electrical systems
  • Repair deteriorating plumbing and sewer systems
  • Replace outdated or provide new heating, ventilation and air-conditioning systems
  • Improve student access to computers and modern technology, including providing necessary infrastructure, hardware, software, computers, devices and other modern instructional equipment
  • Modernize or renovate 50-year old and older classrooms and school facilities including flooring, ceilings, walls, doors, etc.
  • Make health, safety and handicapped accessibility improvements, such as installing necessary seismic reinforcements and replacing aging building materials, removal of hazardous materials identified either prior to or during construction, and mold and/or asbestos abatement
  • Make energy efficiency upgrades and improvements, such as replace outdated windows, doors, lighting and lighting control systems, roofing, insulation, and floor coverings
  • Modernize or renovate outdated restrooms
  • Construct new classrooms and school facilities
  • (Continued on next page)
    PR-004894-3 LA 401-064
    FULL TEXT OF BALLOT MEASURE QS (Continued)

  • Acquire, install and/or upgrade campus security systems, including fire alarms, sprinkler systems, school communication systems, fencing, bell systems, security cameras, surveillance systems, lighting and fencing
  • Improve student safety at drop-off and pick-up areas
  • Modernize, renovate, construct and/or expand aging and outdated classrooms, restrooms, libraries, computer and science labs and other school and student support facilities to meet 21st century educational standards, including providing updated furnishings and other equipment to facilitate a modern learning environment
  • Implement water conservation methods, such as irrigation systems and irrigation control systems, and installation of efficient, drought-resistant landscaping
  • Replace deteriorating and aging portable classrooms
  • Upgrade/improve playgrounds, play structures, gyms and P.E./athletic fields including facilities for both school and community use

Miscellaneous District-wide Projects

  • Federal and State-mandated Occupational Safety & Health Administration (OSHA) safety upgrades, including playground equipment replacement
  • Ensure and upgrade federal and state-mandated Americans with Disabilities Act (ADA) accessibility to schools, including upgrades to site access, parking, staff and student restrooms, relocation of certain existing electrical devices, drinking fountains, playground equipment, and other necessary improvements.
  • Upgrade, repair and/or expand school site parking, roadways, grounds and other infrastructure such as utility systems, including installing exterior lighting, repairing pathways, walkways, ADA access ramps, shade structures and related landscaping and drainage
  • Repair, replace and/or upgrade paved surfaces, turf, and other grounds to eliminate safety hazards and to improve/construct outside instructional areas
  • Acquire land, rights of ways, or other interests in real property, including the leasing of real property, to provide adequate school and related facilities

described in this Bond Project List include the costs of furnishing and equipping such facilities, and all costs incidental but directly related to the specific projects described above. Examples of such costs include, but are not limited to: costs of design, engineering, architect and other (Continued on next page)
PR-004894-4 LA 401-065
FULL TEXT OF BALLOT MEASURE QS (Continued)
professional services, inspections, site preparation, utilities, landscaping, construction management and other planning and permitting, legal, accounting and similar costs; independent annual financial and performance audits; a customary construction contingency; demolition and disposal of existing structures; rental or construction of storage facilities and other space on an interim basis for materials and other equipment and furnishings displaced during construction; interim classrooms and facilities for students, administrators, and school functions, including modular facilities; addressing unforeseen conditions revealed by construction/modernization and other necessary improvements required to comply with existing building codes, including the Field Act; access requirements of the Americans with Disabilities Act; ; bond issuance costs; and project administration during the duration of such projects, as permitted by law.

The scope and nature of any of the specific projects described above may be altered by the District as required by unforeseen conditions that may arise during the course of design and construction. In the event that a modernization or renovation project will result in higher costs than relocation and construction, this bond measure authorizes land acquisition, relocation and reconstruction, and all costs relating thereto, for said reasons or based on other considerations deemed in the best interest of the District by the Governing Board. Projects authorized under this measure may be undertaken as joint use projects with other public entities or nonprofit corporations.

Approval of the District's bond measure does not guarantee that all of the identified projects within this Bond Project List will be funded beyond what can be completed with local funds generated by the bond measure. The District plans to pursue funds from the State of California, if available, to complete certain of the identified facilities projects.

The order in which school facilities projects are listed in the Project List does not suggest an order of priority. Project priorities will be determined by the Governing Board. The District is unable to anticipate all unforeseen circumstances which may prevent some of the projects listed above from being undertaken or completed.

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Measure QS Tax Rate Statement

PR-004894-9 LA 401-070

TAX RATE STATEMENT - MEASURE QS

An election will be held in the South Whittier School District (the "District") on November 8, 2016, to authorize the sale of up to $29,000,000 in bonds of the District to finance school facilities as described in the measure. If such bonds are authorized and sold, principal and interest on the bonds will be payable only from the proceeds of tax levies made upon the taxable property in the District. The following information is provided in compliance with Sections 9400-9404 of the Elections Code of the State of California. Such information is based upon the best estimates and projections presently available from official sources, upon experience within the District, and other demonstrable factors. Based upon the foregoing and projections of the District's assessed valuation, the following information is provided:

1. The best estimate of the tax rate which would be required to be levied to fund this bond issue during the first fiscal year after the sale of the first series of bonds, based on a projection of assessed valuations available at the time of filing of this statement, is $0.03000 per $100 of assessed valuation (or $30.00 per $100,000 of assessed value) for fiscal year 2017-18.

2. The best estimate of the tax rate which would be required to be levied to fund this bond issue during the first fiscal year after the sale of the last series of bonds, based on a projection of assessed valuations available at the time of filing of this statement, is $0.03000 per $100 of assessed valuation (or $30.00 per $100,000 of assessed value) for fiscal year 2023-24.

3. The best estimate of the highest tax rate which would be required to be levied to fund this bond issue, based on a projection of assessed valuations available at the time of filing of this statement, is $0.03000 per $100 of assessed valuation (or $30.00 per $100,000 of assessed value), which is projected to be the same in every fiscal year that the bonds remain outstanding.

4. The best estimate of the total debt service, including the principal and interest, that would be required to be repaid if all the bonds are issued and sold is approximately $59,400,000.

Voters should note the estimated tax rate is based on the ASSESSED VALUE of taxable property on the County's official tax rolls, not on the property's market value. In addition, taxpayers eligible for a property tax exemption, such as the homeowner's exemption, will be taxed at a lower effective tax rate than described above. Property owners should consult their own property tax bills and tax advisors to determine their property's assessed value and any applicable tax exemptions.

The attention of all voters is directed to the fact that the foregoing information is based upon projections and estimates only, which are not binding upon the District. The actual debt service, the tax rates and the years in which they will apply may vary from those presently estimated, due to variations from these (Continued on next page)
PR-004894-10 LA 401-071
TAX RATE STATEMENT - MEASURE QS (Continued)
estimates in the timing of bond sales, the amount of bonds sold and market interest rates at the time of each sale, and actual assessed valuations over the term of repayment of the bonds. The date of sale and the amount of bonds sold at any given time will be determined by the District based on the need for project funds and other factors. The actual interest rates at which the bonds will be sold will depend on the bond market at the time of sale. Actual future assessed valuations will depend upon the amount and value of taxable property within the District as determined by the County Assessor in the annual assessment and the equalization process.

GAIL BAXTER
Superintendent
South Whittier School District

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Measure QS Agenda Description

Agenda of June 28, 2016 (complete item)

7. BUSINESS SERVICES
7.1. Jon Isom of Isom Advisors Discussion of Resolution Ordering An Election To Authorize The Issuance of School Bonds
Speaker:
Jon Isom, Isom Advisors
7.2. Resolution # 15-16-18: Ordering an election to authorize the issuance of school bonds, establishing specifications of the election order, and requesting consolidation with other elections occurring on November 8, 2016.
Rationale:



 
Recommended Motion:

The Superintendent recommends approval of the resolution of the governing board of the South Whittier School District ordering an election to authorize the issuance of school bonds, establishing specifications of the election order, and requesting consolidation with other elections occurring on November 8, 2016.

4 ‘yes’ votes required for adoption

Motion: ____ Seconded: ____ VOTE: YES ___ NO ____ Abstain____ Absent ____




Quick Summary / Abstract:

The South Whittier School District has school facility improvement needs.  A local school bond measure, approved by at least 55% of District voters, is a means by which the District can identify a funding source.  November 8, 2016 is the date of the general statewide election, and also is an election date at which local bond measures can be placed on the ballot.

 

The Resolution for Board consideration calls for a bond measure to be placed on the November ballot, seeking voter approval to issue general obligation bonds secured by ad valorem property taxes.  If successful, the bonds will be issued to finance projects described on Appendix A of the Resolution.  Appendix B sets forth the short, 75-word statement of the measure which voters will see when casting their vote. The information on Appendix A will be printed in the sample ballot, and contains all of the legal requirements for accountability, such as citizens oversight and annual audits, as well as the complete project list.  In addition, the resolution authorizes the Superintendent to sign a Tax Rate Statement, which will also be printed in the Sample Ballot, and contains estimates of the tax rates to be levied in the District in order to pay off any bonds which might be issued.  This Resolution also confirms engagement of Isom Advisors, A Division of Urban Futures, as the District’s financial advisor, and the law firm of Jones Hall, A Professional Law Corporation, as the District’s Bond Counsel.

 

In order to call the election, the Resolution must have 4 ‘yes’ votes of the Board.


Attachments:
Resolution 15-16-18

  Commentary    Question    Analysis    Argument in Favor    Argument Against    Full Text    Tax Rate    Agenda    Resolution  

Measure QS Resolution

RESOLUTION NO. 15-16-18

RESOLUTION OF THE GOVERNING BOARD OF THE
SOUTH WHITTIER SCHOOL DISTRICT ORDERING AN ELECTION
TO AUTHORIZE THE ISSUANCE OF SCHOOL BONDS,
ESTABLISHING SPECIFICATIONS OF THE ELECTION ORDER,
AND REQUESTING CONSOLIDATION WITH OTHER ELECTIONS
OCCURRING ON NOVEMBER 8, 2016

WHEREAS, the South Whittier School District (the "District") is committed to providing quality education to its students; and

WHEREAS, District facilities need repairs, upgrades, modernization and construction in order to provide the education District students deserve in a safe and modern environment; and

WHEREAS, a local funding source is needed to enable the District to provide said facilities for its present and future students; and

WHEREAS, the Governing Board of the District (the "Board") has determined that it is necessary to address the foregoing concerns, among others, to ensure that its schools are upgraded, repaired, improved and equipped; and

WHEREAS, on November 7, 2000, the voters of the State of California approved Proposition 39 ("Proposition 39"), which amended Articles XIIIA of the California Constitution ("Article XIIIA") to allow for the levy of ad valorem property taxes for the payment of bonded indebtedness of a school district, community college district or county office of education approved by at least 55 percent of the voters voting on such proposition; and

WHEREAS, upon the passage of Proposition 39, the Strict Accountability in Local School Construction Bonds Act of 2000, being California Education Code Section 15264 and following (the "Act"), became operative; and

WHEREAS, in order to address the facilities needs of the District as described herein, in the judgment of the Board, it is advisable to call an election pursuant to the Act to submit to the electors of the District the question whether bonds of the District shall be issued and sold pursuant to the authority of Article XVI Section 18 of the California Constitution and Article XIIIA (together with the Act, the "Law") for the purposes authorized by the Law and as described in Appendix A hereto (the "Full Text of Bond Measure"); and

WHEREAS, under the Act, the election may be ordered at a primary or general election, a regularly scheduled local election at which all of the electors of the District are entitled to vote, or a statewide special election, upon a two-thirds vote of the Board; and

WHEREAS, the Board desires to call an election in the District pursuant to the Law on November 8, 2016, which is the date of the statewide general election, and pursuant to Education Code Section 15121 and Elections Code Section 10400 and following, to request consolidation with any and all other elections held in the District on

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such date, and to request the Los Angeles County Registrar of Voters (the "County Registrar") to perform election services for the District;

NOW, THEREFORE, THE GOVERNING BOARD OF THE SOUTH WHITTIER SCHOOL DISTRICT DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. Call for Election. The Board hereby orders an election and submits to the electors of the District the question of whether general obligation bonds of the District shall be issued and sold in the maximum principal amount of $29.0 million for the purposes described in the ballot measure approved under Section 3 and attached hereto as Appendix A (Full Text of Bond Measure) and Appendix B (Abbreviated Text of Bond Measure), and paying all costs incident thereto. This Resolution constitutes the order of the District to call such election and shall constitute the "specifications of the election order" pursuant to Education Code Section 5322.

Section 2. Election Date. The date of the election shall be November 8, 2016, and such bond election shall be held solely within the boundaries of the District. The boundaries of the District have not changed since the District's last election.

Section 3. Purpose of Election; Ballot Measure. The purpose of the election shall be for the voters in the District to vote on a bond measure, a full copy of which is attached hereto as Appendix A and marked "Exhibit A – Full Text of Bond Measure" (the "Full Text of the Measure"), containing the question of whether the District shall issue general obligation bonds for the purposes stated therein, together with the accountability requirements of Article XIIIA and the requirements of Section 15272 of the Act. The Full Text of the Measure, which commences with the heading "FULL TEXT OF BOND MEASURE" and includes all of the text thereafter on Exhibit A, shall be printed in the voter information pamphlet provided to voters, with such measure designation as is assigned to the measure by the County elections official. As required by Education Code Section 5322 and Elections Code Section 13247, the abbreviated form of the measure to appear on the ballot is attached hereto as Appendix B and is marked as "Exhibit B – Abbreviated Form of Bond Measure." The President of the Board and the Superintendent are hereby separately authorized and directed to make any changes to the text of the measure as described herein to conform to any requirements of the Law or the County Registrar.

Section 4. Authority for Election. The authority for ordering the election is contained in Section 15264 et. seq. of the Education Code, Article XVI Section 18(b) of the California Constitution and paragraph (b) subsection (3) of Article XIIIA. The authority for the specification of this election order is contained in Section 5322 of the Education Code.

Section 5. Proceeds for School Facilities Projects. The Board certifies that the proceeds from the sale of the bonds will be used only for the purposes specified in Article XIII A, Section 1(b)(3) as further specified in Appendix A, and not for any other purpose, including teacher and administrator salaries and other school operating expenses. Further, as required by Article XIIIA, the Board hereby certifies that it has evaluated safety, class size and information technology needs in developing the list of school facilities projects set forth in Appendix A.

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Section 6. Covenants of the Board upon Approval of the Bonds by the Electorate; Accountability Measures. As required by Article XIIIA, Section 15278 of the Act, and Government Code Section 53410, in the event 55 percent of the voters voting in the District approve of the Bonds, the Board shall:

(a) conduct an annual, independent performance audit to ensure that the funds have been expended only on the projects listed in Exhibit A;
(b) conduct an annual, independent financial audit of the proceeds from the sale of the Bonds until all of those proceeds have been expended for the school facilities projects listed in Exhibit A;
(c) establish and appoint members to an independent citizens' oversight committee in accordance with Sections 15278, 15280, and 15282 of the Act;
(d) apply the Bond proceeds only to the specific purposes stated in the ballot proposition;
(e) cause the creation of accounts into which bond proceeds shall be deposited; and
(f) cause the preparation of an annual report pursuant to Government Code Sections 53410 and 53411.

Section 7. Statement Regarding State Matching Funds. The District anticipates that matching funds from the State of California, if available, may be required to complete some of the projects identified in Appendix A. In such case, as required pursuant to Education Code Section 15122.5, the following statement shall appear on the ballot: "Approval of this measure does not guarantee that the proposed project or projects that are the subject of bonds under this measure will be funded beyond the local revenues generated by this measure. The District's proposal for the project or projects described below may assume the receipt of matching state funds, which, if available, could be subject to appropriation by the Legislature or approval of a statewide bond measure."

Section 8. Delivery of this Resolution. The Clerk of the Board is hereby directed to send a copy of this Resolution to (1) County Registrar, and (2) the Los Angeles County Clerk of the Board of Supervisors (the "Clerk of the Board") for purposes of consolidation pursuant to Elections Code Section 10403. The Resolution shall be received by the County Registrar and the Clerk of the Board no later than 88 days prior to the election date, unless otherwise permitted by law. The Resolution shall be accompanied by the signed Tax Rate Statement referenced in Section 10 below.

The County Registrar is hereby requested to print the full text of the ballot measure in the ballot materials as it appears on Appendix A hereto and to provide all required notices of the election and other notices related thereto.

Section 9. Consolidation of Election; Request to Provide Services. The County Registrar and the Los Angeles County Board of Supervisors are hereby -4- requested to consolidate the election ordered hereby with any and all other elections to be held on November 8, 2016 within the District. Pursuant to Section 5303 of the Education Code and Section 10002 of the Elections Code, the Board of Supervisors of Los Angeles County is requested to permit the County Registrar to render all services specified by Section 10418 of the Elections Code relating to the election, for which services the District agrees to reimburse Los Angeles County in full from District general funds upon presentation of a bill from the County, such services to include the publication of a formal Notice of School Bond Election and the mailing of the sample ballot and tax rate statement (described in Section 9401 of the Elections Code).

Section 10. Ballot Arguments; Tax Rate Statement. As provided in Elections Code Section 9501, any and all members of this Board are hereby authorized to act as an author of any ballot argument prepared in connection with the election, including a rebuttal argument. In addition, pursuant to Elections Code Section 9401, a tax rate statement must be prepared and filed with the County Registrar and included in the sample ballot. The President of the Board, the Superintendent or any written designee of the foregoing, are hereby authorized to finalize and execute a tax rate statement pursuant to Elections Code 9401, in substantially the form on file with the Superintendent, and to finalize and execute any other document required with respect to the election, and to perform all acts necessary to place the bond measure on the ballot.

Section 11. Maturity Limit of Bonds. The Bonds may be issued in series by the District from time to time, and each series of Bonds shall mature not more than the legal limit at the time of such issuance thereof. The Bonds shall be issued under the Act, under the provisions of Section 53506 et seq. of the California Government Code, or under any other provision of law authorizing the issuance of general obligation bonds by school districts.

Section 12. Engagement of Professional Services. The firm of Isom Advisors A Division of Urban Futures, Inc. is hereby appointed to serve as financial advisor, the firm of Jones Hall, A Professional Law Corporation is hereby appointed to serve as bond counsel and disclosure counsel, and Raymond James & Associates, Inc. is hereby appointed to serve as underwriter in connection with the bond election and, if successful, subsequent bond issuances. The Superintendent is hereby authorized and directed to execute agreements with such firms in the forms on file with the Superintendent.

Section 13. Effective Date. This resolution shall take effect on and after its adoption.

* * * * * * * *

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The foregoing Resolution was adopted by the Governing Board of the South Whittier School District of Los Angeles County, being the Board authorized by law to make the designations therein contained by the following vote, on ______ ___, 2016.

Adopted by the following votes: [4 'yes' votes required for adoption]

AYES:

NOES:

ABSENT:

ABSTAIN:

President of the Board

Attest:

Clerk of the Board

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APPENDIX A

FULL TEXT OF BOND MEASURE

INTRODUCTION

"To improve the quality of education with funding that cannot be taken by the State; repair or replace leaky roofs; update inadequate electrical systems; replace deteriorating plumbing and sewer systems; upgrade/modernize 50-year-old classrooms, restrooms and school facilities; and replace outdated heating, ventilation and air-conditioning systems; shall the South Whittier School District issue $29,000,000 of bonds at legal interest rates, have an independent citizens' oversight committee and have NO money used for administrative or teacher salaries?"

BOND AUTHORIZATION

By approval of this measure by at least 55 percent of the registered voters voting on the measure, the South Whittier School District will be authorized to issue and sell bonds of up to $29.0 million in aggregate principal amount at interest rates not to exceed legal limits and to provide financing for the specific types of school facilities projects listed in the Bond Project List described below, subject to all of the accountability requirements specified below.

ACCOUNTABILITY REQUIREMENTS

The provisions in this section are specifically included in this measure in order that the voters and taxpayers in the District may be assured that their money will be spent wisely. Expenditures to address specific facilities needs of the District will be in compliance with the requirements of Article XIIIA, Section 1(b)(3), of the State Constitution and the Strict Accountability in Local School Construction Bonds Act of 2000 (codified at Education Code Sections 15264 and following.)

Evaluation of Needs. The Governing Board has identified detailed facilities needs of the District and has determined which projects would be financed from a local bond. The Governing Board hereby certifies that it has evaluated safety, class size reduction, enrollment growth, and information technology needs in developing the Bond Project List shown below.

Independent Citizens' Oversight Committee. Following approval of this measure, the Governing Board will establish an Independent Citizens' Oversight Committee, under Education Code Sections 15278 and following, to ensure bond proceeds are expended only on the types of school facilities projects listed below. The committee will be established within 60 days of the date when the results of the election appear in the minutes of the Governing Board.

Performance Audits. The Governing Board will conduct annual, independent performance audits to ensure that the bond proceeds have been expended only on the school facilities projects listed below.

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Financial Audits. The Governing Board will conduct annual, independent financial audits of the bond proceeds until all of those proceeds have been spent for the school facilities projects listed below.

Government Code Accountability Requirements. As required by Section 53410 of the Government Code, (1) the specific purpose of the bonds is set forth in this Full Text of the Measure, (2) the proceeds from the sale of the bonds will be used only for the purposes specified in this measure, and not for any other purpose, (3) the proceeds of the bonds, when and if issued, will be deposited into a building fund to be held by the Los Angeles County Treasurer, as required by the California Education Code, and (4) the Superintendent of the District shall cause an annual report to be filed with the Governing Board of the District not later than January 1 of each year, which report shall contain pertinent information regarding the amount of funds collected and expended, as well as the status of the projects listed in this measure, as required by Sections 53410 and 53411 of the Government Code.

NO TEACHER OR ADMINISTRATOR SALARIES

Proceeds from the sale of bonds authorized by this measure shall be used only for the purposes specified in Article XIII A, Section 1(b)(3), those being for the construction, reconstruction, rehabilitation, or replacement of school facilities, including the furnishing and equipping of school facilities, and the acquisition or lease of school facilities, and not for any other purpose, including teacher and administrator salaries and other school operating expenses.

STATE MATCHING FUNDS

The following statement is included in this measure pursuant to Education Code Section 15122.5: Approval of this measure does not guarantee that the proposed project or projects that are the subject of bonds under this measure will be funded beyond the local revenues generated by this measure. The District's proposal for the project or projects described below may assume the receipt of matching state funds, which, if available, could be subject to appropriation by the Legislature or approval of a statewide bond measure.

BOND PROJECT LIST

School Facility Project List. The items presented on the following list are the types of projects to be financed with voter-approved bond proceeds. Specific examples included on this list are not intended to limit the generality of the broader types of projects described and authorized by this measure. Unless otherwise noted, the projects in the Bond Project List are authorized to be completed at each or any of the South Whittier School District's existing or future school sites as well as support or administrative sites as shall be approved by the Board of Trustees. Bond proceeds will be expended to modernize, replace, renovate, expand, construct, acquire, equip, furnish and otherwise improve the classrooms and school facilities of the District, including those located at the following locations:

Carmela Elementary School

Year Built: 1959

Los Altos Elementary School

Year Built: 1956

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Howard J. McKibben Elementary School

Year Built: 1961

Monte Vista Elementary School

Year Built: 1969

Lake Marie Elementary School

Year Built: 1953

Richard L. Graves Middle School

Year Built: 1926

Loma Vista Elementary School

Year Built: 1938

The specific school facilities projects to be funded include, but shall not be limited to:

School Renovation, Repair, Upgrade, and Construction Projects

  • ? Repair or replace leaky roofs
  • ? Upgrade inadequate electrical systems
  • ? Repair deteriorating plumbing and sewer systems
  • ? Replace outdated or provide new heating, ventilation and air-conditioning systems
  • ? Improve student access to computers and modern technology, including providing necessary infrastructure, hardware, software, computers, devices and other modern instructional equipment
  • ? Modernize or renovate 50-year old and older classrooms and school facilities including flooring, ceilings, walls, doors, etc.
  • ? Make health, safety and handicapped accessibility improvements, such as installing necessary seismic reinforcements and replacing aging building materials, removal of hazardous materials identified either prior to or during construction, and mold and/or asbestos abatement
  • ? Make energy efficiency upgrades and improvements, such as outdated windows, doors, lighting and lighting control systems, roofing, insulation, and floor coverings
  • ? Modernize or renovate outdated restrooms
  • ? Construct new classrooms and school facilities
  • ? Acquire, install and/or upgrade campus security systems, including fire alarms, sprinkler systems, school communication systems, fencing, bell systems, security cameras, surveillance systems, lighting and fencing
  • ? Improve student safety at drop-off and pick-up areas
  • ? Modernize, renovate, construct and/or expand aging and outdated classrooms, restrooms, libraries, computer and science labs and other school and student support facilities to meet 21st century educational standards, including providing updated furnishings and other equipment to facilitate a modern learning environment
  • ? Implement water conservation methods, such as irrigation systems and irrigation control systems, and installation of efficient, drought-resistant landscaping
  • ? Replace deteriorating and aging portable classrooms

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  • ? Upgrade/improve playgrounds, play structures, gyms and P.E./athletic fields including facilities for both school and community use
  • Miscellaneous District-wide Projects

    • ? Federal and State-mandated Occupational Safety & Health Administration (OSHA) safety upgrades, including playground equipment replacement
    • ? Ensure and upgrade federal and state-mandated Americans with Disabilities Act (ADA) accessibility to schools, including upgrades to site access, parking, staff and student restrooms, relocation of certain existing electrical devices, drinking fountains, playground equipment, and other necessary improvements.
    • ? Upgrade, repair and/or expand school site parking, roadways, grounds and other infrastructure such as utility systems, including installing exterior lighting, repairing pathways, walkways, ADA access ramps, shade structures and related landscaping and drainage
    • ? Repair, replace and/or upgrade paved surfaces, turf, and other grounds to eliminate safety hazards and to improve/construct outside instructional areas
    • ? Acquire land, rights of ways, or other interests in real property, including the leasing of real property, to provide adequate school and related facilities

    Each of the bond projects described in this Bond Project List include the costs of furnishing and equipping such facilities, and all costs incidental but directly related to the specific projects described above. Examples of such costs include, but are not limited to: costs of design, engineering, architect and other professional services, inspections, site preparation, utilities, landscaping, construction management and other planning and permitting, legal, accounting and similar costs; independent annual financial and performance audits; a customary construction contingency; demolition and disposal of existing structures; rental or construction of storage facilities and other space on an interim basis for materials and other equipment and furnishings displaced during construction; interim classrooms and facilities for students, administrators, and school functions, including modular facilities; addressing unforeseen conditions revealed by construction/modernization and other necessary improvements required to comply with existing building codes, including the Field Act; access requirements of the Americans with Disabilities Act; costs of the election; bond issuance costs; and project administration during the duration of such projects, as permitted by law.

    The scope and nature of any of the specific projects described above may be altered by the District as required by unforeseen conditions that may arise during the course of design and construction. In the event that a modernization or renovation project will result in higher costs than relocation and construction, this bond measure authorizes land acquisition, relocation and reconstruction, and all costs relating thereto, for said reasons or based on other considerations deemed in the best interest of the District by the Governing Board. Projects authorized under this measure may be undertaken as joint use projects with other public entities or nonprofit corporations.

    Approval of the District's bond measure does not guarantee that all of the identified projects within this Bond Project List will be funded beyond what can be completed with local funds generated by the bond measure. The District plans to pursue funds from the State of California, if available, to complete certain of the identified facilities projects.

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    The order in which school facilities projects are listed in the Project List does not suggest an order of priority. Project priorities will be determined by the Governing Board. The District is unable to anticipate all unforeseen circumstances which may prevent some of the projects listed above from being undertaken or completed.

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    APPENDIX B

    ABBREVIATED FORM OF BOND MEASURE*

    Bonds—Yes Bonds—No

    *As required pursuant to Education Code Section 5322 and Elections Code Section 13247.

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