Agenda Item
I.03. Agreement with The Primacy Group, Inc. for a Parcel Tax Feasibility Study (Board Governance Policy: OE-5)
Meeting:07/21/2009 - 5:00 P.M. (7/14/09 Adjourned Meeting)
Category:I. SUPERINTENDENTS CONSENT AGENDA
Agenda Type:Action (Consent)Preferred Date:
Fiscal Impact:YesAbsolute Date:
Dollar Amount:$130,000.00Budgeted:Yes
Budget Source:Board of Education Consultants
Agenda Item Content
RECOMMENDATION: Approve Agreement No. PS-90-007-20, effective July 15 22, 2009 through June 30, 2010, with The Primacy Group, Inc. to conduct a feasibility study for a proposed parcel tax.

FISCAL IMPACT: The total potential cost is $130,000, based upon two phases of work:
  • Phase I provides a feasibility study at a cost of $90,000.00, costs which includes a public opinion survey and incidental expenses and travel. Upon completion of Phase I, then a decision will be made whether to proceed to Phase II.
  • Phase II includes additional support to develop a parcel tax measure and community outreach prior to the placement of a measure on the ballot at a cost of $40,000.00, including any ancillary expenses.

    The above incidentals and ancillary expenses are estimated at $10,000.00. Budget: 5510 00000 00 5150 7200 0000 01000 0000.

    BACKGROUND:     Government Code section 53060 allows a school district to directly contract with persons furnishing specialized services. On June 18, 2009 at 2:00 p.m., the district received five proposals in response to a Request for Proposals (RFP) for parcel tax consulting services. Based on price, references, experience, and responsiveness, The Primacy Group was selected.

    A feasibility Study will be completed no later than December 31, 2009, covering the following tasks:
    1. A detailed review with district staff and legal counsel concerning the needs and uses for which a parcel tax could be earmarked.
    2. Meetings with board members, staff, and key district stakeholders (teachers, principals, administrators, employees and parents) to gauge their willingness to support a parcel tax and what components are vital to them.
    3. Coordination with legislative and other efforts currently underway to lower the threshold for parcel taxes (and other local taxes) to 50% or 55%.
    4. Supervision of a public opinion poll to measure voter attitudes towards the district, taxes, educational issues and support for a parcel tax.
    5. Determination of which election type (primary, general, or special) is best for placing a parcel tax on the ballot.
    6. Building a broad community coalition by meeting with key community opinion leaders, including the San Diego Chamber of Commerce and the San Diego Taxpayers Association, to learn key issues and to examine key constituencies.

    The completed Feasibility Study Report, outlining the feasibility and viability of a proposed parcel tax, will be ready for presentation to the board in January 2010.

    [Originator/Contact: Bernie Rhinerson, Chief District Relations Officer, 619.725.5575, brhinerson@sandi.net]

    Parcel Tax RFP.pdf


    Created on 07/15/2009 at 11:52 AM by Melissa Hudson. Last update on 07/17/2009 by Cheryl Ward.