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FIRSTCHOICE

'ubli c -Private Partners


English Construction Company January 21, 2011
615 Church Street
Lynchburg VA 24505
434.845.0301
434.845.0305

Moseley Architects Ms. Brenda Blackburn, Superintendent


3200 Norlolk Street Montgomery County School Board
Richmond VA 23230
804.7947555
200 Junkin Street
804.355.5690 Christiansburg, VA 24073

RE: PPEA Proposal - Phase 1


Design & Construction of New Auburn High School, New Blacksburg High School, and
Renovate Auburn High School to a New Auburn Middle School
Montgomery County Public Schools

Dear M s. Blackburn :

The aftermath of the collapse of the Blacksburg High School gymnasium presented Montgomery
County Public Schools (MCPS) with many difficult decisions in confronting the challenges resulting
from this catastrophe. The time and attention devoted by you and the members of the Montgomery
County School Board addreSSing this situation deserves high commendation. The decision of the
Board of Supervisors of Montgomery County to endorse the concept of moving forward with school
construction and th e adoption by the School Board of Montgomery County of guidelines authoriz-
ing the submission of proposals under the Public-Private Education Infrastructure Act of 2002, as
amended (PPEA), created an environment where potential solutions to the educational facilities crisi s
in Montgomery County could be suggested by the private sector. Today, FirstChoice Public Private
Partners: Montgom ery County Public Schools, LLC (FirstChoice) is pleased to offer both our proposal
to build Auburn High School, Blacksburg High School and to renovate the soon-to-be former Auburn
High School into a new Auburn Middle School and our proposal for th e financing of that construction.

Following the adoption of the MCPS guidelines we engaged in many hours of resea rch, planning and
design work to gain a better understanding of the educational programming needs of these facilities .
Our goal was to make certain that the proposal we submitted conformed conceptually to the MCPS
standards and the desires of educational community served by these facilities. Thi s proposal- at the
conceptual stage- will be refined and the designs enhanced through and following the detail stage of
the PPEA proce ss when with th e School Board, we will engage the public at large in speCific conversa -
tions about these buildings. To prepare this document we have already had many conversa tions with
members of the instructional staff of MCPS to determine the needs of these facilities and to under-
stand how new facilities could enhance the educational program s of the students at these schools.
We hope the School Board will determine that the concept we propose deserves consideration and
will accept our proposa l launching th e forty-five day competitive period .

While the proposal we deliver today is a comprehensive solution for the construction of all three edu-
cation al facilities, we recognize that th e School Board has the option to consider all or individual parts
of our proposal. We believe that you will see that our propo sal to nearly si multaneously construct
the buildings is fa ster, provides co nsistent quality across the entire county, enables savings through
January 21,2011
Page Two

economies of scale, and meets the financial criteria set forth by the Board of Supervisors. We believe
that if the School Board and the governing bodies of the other affected jurisdictions work coopera -
tively in the spirit of the PPEA, the doors of these schools will open a full year in advance of a date
utilizing the County's traditional design-bid-build process.

We recognize that the Montgomery County Board of Supervisors has expressed support for the
construction project and, other than the initial appropriation of $4,800,000, the Board has not made
any appropriations for these projects. In our proposal, we have suggested a financing strategy for this
construction project that we believe addresses the pre-conditions the Board of Supervisors placed
upon their support for the project. We recognize that the School Board and th e Board of Supervi-
sors desires to continue to be good stewards of the County's finances. We believe the financing
alternatives we propose, including potentially utilizing private financing, wou ld likely allow a deferral
of significant real estate tax increases and enable faster access to the needed construction capital.
In short, we believe our proposal provides a path to navigate through the concerns of the Board of
Supervisors and complete these projects in an accelerated manner.

We are excited to present this proposal, and are avai lable to meet with you and the members of the
School Board to explain the proposal. We look forward to worki ng with you to construct three out-
standing facil ities.

Sincerely yours,

~
;.~
~~~
Special Projects Coordinator
J es M. McCalla, AlA
ice President
English Construction Company, Inc. Moseley Architects
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

EXECUTIVE SUMMARY

QUALITY+SPEED+COST SAVINGS = THE RIGHT FORMULA FOR MONTGOMERY COUNTY PUBLIC SCHOOLS

Six weeks ago the Montgomery County School Board (MCSB) enacted Guidelines For Implementation of The Public-Private
Educational Facilities and Infrastructure Act of 2002 (PPEA) to enable the private sector to propose solutions for assisting
Montgomery County in addressing the wide range of issues created by the events of a year ago at Blacksburg High School.

We are pleased to join the effort of Montgomery County’s local elected officials to provide the school children of Montgomery
County quality facilities as fast as possible and at a guaranteed fixed price, and we deliver this proposal to finance, design and
construct educational facilities at Auburn High School and Blacksburg High School and to renovate the current Auburn High
School into a 21st century Auburn Middle School.

We propose to construct these facilities in a timely manner while accomplishing the financial goals of the County. We have
studied the issues related to the current school construction situation, and we propose a path forward that accomplishes the
goals of the MCSB while also meeting the conditions of the Board of Supervisors of Montgomery County.

We have exercised the rights granted by Section 2.2-3705.A.56 of the Code of Virginia to request confidential and proprietary
treatment of certain information provided in our proposal. We provide the following overview of our proposal.

THE SITUATION

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A Catastrophe Spurs Action

On February 13, 2009 the gymnasium facility at Blacksburg High School collapsed, reportedly under the combined weight of
shoddy construction 40 years ago and a persistent record snow fall last winter. After quickly combining the Blacksburg High
School students and the Blacksburg Middle School students into the Blacksburg Middle School facility, the MCSB immediately
undertook efforts to understand the scope of the damage and to develop a plan for repairing and re-entering the facility.

Beginning February 23, 2010 Blacksburg High School and Blacksburg Middle School students shared the same facility. Just a few
days later MCPS Superintendent Brenda Blackburn started her new job. Throughout the spring and summer of 2010 demolition
of the gymnasium and investigation of the causes of the collapse occurred. During the late spring, preliminary reports seemed
to indicate that Blacksburg High School could be repaired and re-entered by the fall of 2010. On July 6, 2010, the MCSB voted
to send the Blacksburg Middle School students to a renovated former Christiansburg Middle School as a temporary solution
that initiated the displacement of nearly 2,000 MCPS students for the 2010-2011 school year, including a reported almost
900 Blacksburg Middle School students, who were bused to Christiansburg, and about 100 students, who attend Independent
Secondary School and the Rivendell Alternative Education Program, were shifted to another facility in the County.

Through the summer and fall of 2010, the estimated costs resulting from the collapsed gymnasium continued to rise.
Montgomery County spent in excess of $2,500,000 to renovate the former Christiansburg Middle School, including the purchase
of 14 portable units, to provide facilities for the Blacksburg Middle School students. The County continued on this path until it
was clear that the cost to repair Blacksburg High School would likely exceed $23,000,000.

Confronting the daunting challenges created by this incident has, at times, been exasperating. The human toll – on displaced

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

students and teachers, overwhelmed school system staff, and consumed board members – requires that the situation be
addressed quickly. By the end of November 2010, separate actions by the MCSB and the Montgomery County Board of
Supervisors confirmed the County’s commitment to quality education facilities and provided the opportunity for the private
sector to suggest solutions to this situation.

And yet, the educational facility crisis was not confined to the Blacksburg school strand.

Diligent Patience By The Riner Community

In 1937, the doors of Auburn High School opened and for 73 years the building has served as home to high school students in
the southern portion of Montgomery County. This structure remains the second oldest school building in use in the County
and has been identified as a critical capital need for several years. The community served by the Auburn High School and the
Auburn Middle School participated in initial planning for the projects and patiently waited for their construction project to begin
consistent with the established plans of the MCSB.

A key component to the MCSB Capital Improvement Program was the development of a priority-based system for renovating or
replacing the County’s long-neglected educational facilities. At a presentation to the MCSB on July 27, 2010, the Montgomery
County Public Schools (MCPS) staff presented an update on the capital improvement program, which was initially approved by
the MCSB on August 15, 2006, by noting the following status of the MCSB Capital Improvement Program’s projects:

* Additions or Replacements , Elliston Lafayette Elementary School Critical-Active


* Additions or Replacements, Price’s Fork Elementary School Critical-Active 2
Additions or Replacements for Auburn Middle School and Auburn High School Critical
* Air Conditioning System, Shawsville Middle School HVAC-Critical
School Recapitalization-Serious
Christiansburg Strand Elementary School Project Critical
Furniture, Fixtures, and Equipment (FFE) for Building C, County Government Center
* project is complete or in progress

The Blacksburg High School facility was identified as part of the County’s capital improvement long range plan as follows:

* School Replacement, Blacksburg High School Stadium Replacement Important

While Blacksburg parents and business leaders addressed elected officials about constructing a new Blacksburg High School,
parents and children served by the Auburn school strand facilities addressed the County’s elected boards to remind their elected
officials of the status of their facilities and their status as “next in line” for county construction dollars. While empathizing with
the situation in Blacksburg, these community leaders reminded the public that several years ago the MCSB adopted a capital
improvement plan that positioned the critical needs of Auburn High School and Auburn Middle School as the next capital
projects because the age of the high school building, the entire sixth grade of Auburn Middle School permanently housed in
trailers, and the substandard educational environment created at the two facilities required action.

Throughout the fall of 2010, the Board of Supervisors and the MCSB devoted significant attention to the school repair and
construction issue. At one point, the staff presented the joint board members with several financing options to consider for the
needed construction and renovations which included the sources such as cash, bonds, bank loans, general obligation bonds,

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

literary loans, Virginia Public School Authority Bonds, Build America Bonds (Taxable), USDA Rural Development Funds, and
Qualified School Construction Bonds, among others.

The question before everyone was whether the County could fix the Blacksburg problem and the Auburn problem at the same
time.

The Initial Plan

On August 17, 2010, the MCSB designated the construction of a new Blacksburg High School situation a “critical” situation
within the context of the County capital improvement plan and together with two other critical projects – the Auburn High
School and the Auburn Middle School – forwarded a request for the construction of a new Blacksburg High School to the Board
of Supervisors of Montgomery County. The MCSB resolution called for the construction of a new Auburn High School, a new
Blacksburg High School, and the renovation of the old Auburn High School to serve as the new Auburn Middle School at a
projected cost of $124,600,000.00 as follows:

„„ $44,600,000.00 for Auburn High School


„„ $22,500,000.00 for the renovation of old Auburn High School for Auburn Middle School
„„ $57,500,000.00 for Blacksburg High School

If approved (and without considering other funding sources) the County would issue $110,000,000 in bonds and raise property
taxes 12.5 cents per $100 of assessed value to accommodate the school board’s request. We understand this would be a 17
percent tax increase or an additional $225.00 a year in real estate taxes for the owner of a home with an assessed value of
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$180,000.00.

Initial reaction to the proposal was very negative – due primarily to the potential increase in taxes and the belief that the
Blacksburg High School building could be repaired. Members of the Board of Supervisors and MCSB members expressed their
concerns about the concept of long-term borrowing and its impact on the County’s bond rating and about the impact of the
potential tax increases on county landowners and residents of rental units. On August 30, 2010, the Board of Supervisors failed
to reach a decision on the school board resolution. After debate and following initial support for repair of the Blacksburg
High School facility, on the night of November 11, 2010, the Board of Supervisors discussed resolution of school problem and
Supervisor John Politis proposed a strategy for a potential solution to the educational facilities crisis in Montgomery County.

The Framework of A Solution Emerges

The potential solution presented by Supervisor Jim Politis and supported by Chair Annette Perkins eventually became
memorialized in a resolution passed by the Board of Supervisors on November 22, 2010. His initial solution contained the
following elements:

„„ Excess school properties should be designated as surplus and placed on the market for sale. These properties include
the old Blacksburg High School and the old Blacksburg Middle School (which he believed were the two most valuable
sites to be designated as surplus), the soon-to-be former Price’s Fork Elementary School, and the former
Elliston-Lafeyette Elementary School.

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

„„ He stated that Auburn High School is “ready to go;” and should move forward.

„„ He believed that Blacksburg still had six months of planning and design work (under traditional construction process).

„„ He stated a design preference that buildings should be designed for a certain population with the ability to expand as
student population increases.

„„ He suggested that any financing structure for the construction should assume no tax increase for at least two years.

„„ He proposed that any tax increases should be incremental and phased in over time.

„„ He stated that the County should look at all options for construction.

In the end, Supervisor Bill Brown made a motion that was seconded by Supervisor John Muffo to build a new Auburn High
School, a new Blacksburg High School, and to renovate Auburn High School to serve as the new Auburn Middle School1. In the
Brown resolution, the Board of Supervisors not only endorsed the school board’s plan of three facilities, but they also provided
certain conditions to their support.

WE ARE THE RIGHT TEAM FOR MONTGOMERY COUNTY- LET’S GET MOVING!

We recognize that, while there are many issues and constituencies involved in this situation, the responsibility for the
construction of schools rests with the MCSB. Today we propose a strategy for constructing the three educational facilities
in Montgomery County called for in the MCSB’s original resolution and to do so in a manner that addresses not only the
construction of the facilities, but achieves the conditions set forth by the Board of Supervisors in the November 22, 2010 4
resolution. The issues surrounding the construction of these facilities involve several governing boards and jurisdictions and
multiple constituencies, and we have structured a “fast track” approach to the construction of these facilities. We recognize that
the strain on the MCPS board, administrators, teachers, students, and parents demands rapid action now—and we believe we
are the right partner for this job.

Nearly 100 PPEA projects have been undertaken throughout the Commonwealth of Virginia. English Construction has been
involved in 30 of the projects — more than any other general contractor in Virginia. School PPEA projects have been constructed
in Chesterfield County, Northumberland County, and the City of Fredericksburg. Moseley Architects has designed more high
schools in Virginia than any other A&E firm in Virginia. Projects include: Patriot High School, Prince William County; Glen Allen
High School, Henrico County; Clover Hill High School, Chesterfield County; Northumberland Combined Middle/High School,
Northumberland County; King George High School, King George County; Kettle Run High School, Fauquier County; Dinwiddie
High School, Dinwiddie County; T.C. Williams, City of Alexandria; Warhill High School, Williamsburg-James City County; James
Monroe High School, City of Fredericksburg; Riverbend High School, Spotsylvania County; Freedom High School, Prince William
County; Battlefield High School, Prince William County; and Harrisonburg High School, City of Harrisonburg.

FirstChoice Public Private Partners, a team consisting of English Construction and Moseley Architects, has a long-standing
relationship of constructing quality facilities across the Commonwealth. We are proud that our team has successfully delivered
four schools: James Monroe High School, Fredericksburg City Schools; Lafayette Elementary School, Fredericksburg City Schools;
Cosby Road High School, Chesterfield County Public Schools; and Combined Middle/High School, Northumberland County Public
Schools. Our reputation for quality and our commitment to involving all of the stakeholders to foster consensus has resulted
1 The “Strategy Goals” are a summary of the concepts stated in R-FY-11-51, “A Resolution Expressing the Board of Supervisors’ Support for the School Board’s
Critical Capital School Projects in Riner and Blacksburg,” November 22, 2010, Montgomery County Board of Supervisors, (“Resolution Support”).

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

in satisfied communities and state-of-the-art educational environments for educators and students. We know we can deliver
similar results in the Riner and Blacksburg communities.

A crisis exists in Montgomery County and FirstChoice can provide a solid, dependable, quality partner for Montgomery County
to address this crisis. In the end, we are confident that the construction of these three facilities will long be remembered as
a hallmark of public education in Montgomery County — a moment when the MCSB, the Board of Supervisors, the Town of
Blacksburg, the community of Riner, administrators, educators, business leaders, parents and students constructed facilities for
the 21st century by demonstrating the power of public-private partnerships for a County-wide solution.

AFFECTED JURISDICTIONS

The MCSB PPEA Guidelines require that we assess whether there are any local jurisdictions that are impacted by the proposed
project. In the case of the construction of the school facilities, we have identified two “affected jurisdictions,” which are
Montgomery County and the Town of Blacksburg. Simultaneously with delivery of this proposal to the MCSB, we have delivered
copies to the Board of Supervisors of Montgomery County and the Town Council of the Town of Blacksburg.

Our Proposal Meets the Goals Set Forth by the MCSB, the Board Of Supervisors Of Montgomery County, and the Town Council Of
The Town Of Blacksburg.

When the Board of Supervisors agreed on November 22, 2010 with the determination of the MCSB and set forth a plan for the
construction projects to move forward, their approval was granted provided several conditions were met. We have developed a
strategy for constructing the facilities and meeting the conditions set forth by the Board of Supervisors. We have identified the
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stated strategies or conditions of the MCSB and the Board of Supervisors and set forth below how our proposal accomplishes
these goals and meets the stated conditions.

STRATEGY GOAL: THE REPLACEMENT OF AUBURN HIGH SCHOOL AND BLACKSBURG HIGH SCHOOL AND THE
RENOVATION AND REPAIR AUBURN HIGH SCHOOL FOR USE BY AUBURN MIDDLE SCHOOL ARE
CRITICAL AND URGENT PROJECTS.
OUR PROPOSAL: IMMEDIATELY FINALIZE THE PLANNING AND DEVELOPMENT OF NEW AUBURN HIGH SCHOOL AND
OPEN AUBURN HIGH SCHOOL ON DECEMBER 31, 2012.

We propose to construct a new Auburn High School facility that captures the concepts already developed in the initial planning
while rapidly moving forward to construction. During the December 7, 2010 meeting of the MCSB, RRMM Architects provided an
update on the Auburn Campus Improvements. During that presentation, RRMM stated that the project was in the “early phases
of design” and that the project was at a level where input was needed at the “macro” level. Further, the firm stated that current
cost estimates needed refinement. During the meeting, the firm also provided the following highlights of the preferences stated
during various community meetings:

„„ all facilities on site;


„„ middle school/high school interaction – share outdoors/separate indoors;
„„ preference for a new high school over a new middle school;
„„ respect the original high school building architectural character for any renovations and draw from the region for any
new building;
„„ relocate (in some form) the cannery and cabin on the site; and
„„ use green features where appropriate.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

For the planning of the site improvements, the firm stated the following planning assumptions:

„„ All facilities are on the site.


„„ The high school and middle school are in separate buildings.
„„ The schools share amenities (parking, athletic fields).
„„ The Cannery and Cabin do not remain part of the site.
„„ Develop the site based upon a master plan, not just on funding.
„„ The existing middle school structure should be demolished.

The firm noted that the schools would be designed based upon the following programming goals:

School High School (Grades 9-12) Middle School (Grades 6-8)


Initial Capacity 600 480
Future Capacity 800 600
Core Classrooms 37/47 24/30
Other Major Building Amenities 1,200-seat gymnasium; full-size auxiliary 600-seat gymnasium; two P.E./two
gym; field-house for home/visitor; two team locker rooms; 250 to 300-seat
P.E./two team locker rooms; 800-seat auditorium; dining areas for half of
auditorium; dining areas for half of enrollment
enrollment

In addition to 20 spaces for school buses on the site, RRMM proposed the following site amenities: 6

School High School (Grades 9-12) Middle School (Grades 6-8)


automobile parking for 515 automobile parking for 120
football stadium/track (existing)
competition baseball field
competition softball field
two large, multipurpose practice fields two large, multipurpose practice fields
(200’ x 400’) (200’ x 400’)
six tennis courts
hard-surfaced recreation area hard-surfaced recreation area

RRMM stated that several decisions needed to be made to move forward which included confirming the enrollment targets,
deciding upon whether to construct a new high school or a new middle school, confirming the relocation of the cannery and the
cabin, and any other changes to the scope of the project.

1. We propose to build Auburn High School Utilizing The Initial Efforts.

We will utilize the initial planning work done to date. The initial conceptual activity has identified key issues — such as the
placement of the facilities on one site, the need for integrated athletic facilities and the relocation of the cannery and the cabin.
The preliminary activity has also generated considerable parent and stakeholder input that we will capture and confirm. No
County funds will have been wasted on the conceptual planning that has already occurred.

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

2. We propose to provide for structured community input, including multiple public sessions beginning during the
Detail Stage (assuming the MCSB moves forward).

The construction of a school is a considerable undertaking for any community. To replace a structure that is over 70 years old
and simultaneously remodel it to create another school is a transformational event for the students and the community. We
will schedule significant public input opportunities to provide all stakeholders with the opportunity to influence the process and
the final design. We recognize that considerable public input has already occurred and our strategy will involve confirming the
summaries provided and finalizing the plan going forward.

OUR PROPOSAL: IMMEDIATELY BEGIN DESIGN AND PLANNING ON BLACKSBURG HIGH SCHOOL AND OPEN
BLACKSBURG HIGH SCHOOL ON DECEMBER 31, 2012.

The collapse of the gymnasium brought the Blacksburg community together in a powerful way. We will work with the
community to construct a high school facility that meets the needs of their community and provides a high-quality educational
environment. Turnout at various public meetings and informational gatherings demonstrates a significant amount of interest in
this facility and we will work with the MCSB and the MCPS staff to coordinate an efficient, but impactful public comment process
for the design and construction of the Blacksburg High School.

On July 27, 2010, MCPS staff presented an overview of various construction timelines for the construction of Blacksburg High
School. During the presentation, staff assumed the adoption of the PPEA guidelines in November of 2010 with the receipt
of proposals in January 2011. Staff suggested in their presentation that by April 2011 the PPEA team could be selected with
construction following shortly thereafter. Such a schedule would allow occupancy of Blacksburg High School by the end of 2012.
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By comparison, the staff suggested that if the County chose (during the August meeting) to move forward with the design-bid-
build process, programming, stakeholder input, and conceptual design could be concluded by January 2011, construction could
start by September 2011, and occupancy could occur by January 2013.

During the July meeting, staff also commented that the PPEA process is not the traditional process that the County has used to
build schools and that the traditional process has served the County well. Further, staff noted that while the PPEA would commit
the selected party to a guaranteed maximum price, there is no “real time pricing” and the County may not realize any savings
after the contract is granted. Our proposal offers to share cost savings with MCPS on a 25 percent/75 percent basis. Further,
staff noted that the PPEA process makes it harder to include stakeholder input. Our proposal includes public input sessions to
be held during our preparation of the detailed proposal. Finally, the staff noted that the firm selected to do architectural and
engineering services is actually hired by the general contractor. FirstChoice is a joint venture that is owned and managed by
the equal partners of English Construction (the general contractor) and Moseley Architects (the architecture and engineering
design professional), who will work together to serve MCPS. The staff also suggested a schedule for community input from every
community in the County. These meetings were later held on August 10 and August 16, 2010. In the end, PPEA guidelines were
enacted in December, 2010; however, we believe it is possible to open Blacksburg High School by the end of 2012 and to return
the students in the Blacksburg educational strand to educational facilities at this time.

OUR PROPOSAL: OPEN NEWLY RENOVATED AUBURN MIDDLE SCHOOL DECEMBER 31, 2013.

We propose to renovate the Auburn High School in a manner that embraces the historical look and feel of the structure while
providing 21st century educational space. The MCSB has heard the comments of the students and parents from the Auburn
Middle School educational strand and we recognize the school board’s desire to vastly improve the educational environment

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

at Auburn Middle School. We will work with the MCSB to design and construct a school that provides a top educational
environment while embracing many of the unique aspects of Auburn Middle School as well as providing a true middle school
concept of individual grade houses within the constraints of the existing buildings.

STRATEGY GOAL: THE REPLACEMENT OF AUBURN HIGH SCHOOL AND BLACKSBURG HIGH SCHOOL AND THE
RENOVATION AND REPAIR OF AUBURN HIGH SCHOOL FOR USE BY AUBURN MIDDLE SCHOOL ARE
CRITICAL AND URGENT PROJECTS AND THE PROJECTS SHOULD BE UNDERTAKEN CONTINGENT
UPON CERTAIN CONDITIONS AND STIPULATIONS.

OUR PROPOSAL: WE PROPOSE A COMPREHENSIVE SOLUTION TO SEVERAL OF THE ISSUES RELATED TO THE
EDUCATIONAL FACILITIES SITUATION IN MONTGOMERY COUNTY.

We have reviewed the minutes of the meetings of the School Board of Montgomery County and the Montgomery County Board
of Supervisors (BOS) and captured the following conditions and stipulations, which we address in our proposal:

BOS CONDITION: DEVELOP A CAPITAL FUNDING PLAN FOR THE REPLACEMENT OF AUBURN HIGH SCHOOL,
BLACKSBURG HIGH SCHOOL AND THE AUBURN MIDDLE SCHOOL PROJECTS.

OUR PROPOSAL: WE PROPOSE THE COUNTY ACCESS ALL AVAILABLE FUNDS TO INITIATE THESE PROJECTS, INCLUDING
PRIVATE FUNDS.

We congratulate the County on the diligent enhancement of the County’s credit rating over the past decade. We recognize such
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an achievement only occurs through careful fiscal management. The County’s current credit ratings are valuable indicators of
the financial stewardship of the County finances. We propose the County develop a financial strategy for the construction of the
school facilities that supports the financial stewardship policies of the County while recognizing the crisis nature of the situation.
In the attached confidential presentation, you will see that we have provided for the construction of the facilities utilizing
multiple financing sources. In addition to traditional public sources, our proposal includes the option of access to private funds
at a competitive rate to enable the County immediately to begin construction on Auburn and Blacksburg and to take advantage
of the favorable construction environment at a low cost of capital.

BOS CONDITION: UTILIZE PROCEEDS FROM THE SALE OF SURPLUS SCHOOL PROPERTIES (TO INCLUDE OLD
BLACKSBURG MIDDLE SCHOOL, BLACKSBURG HIGH SCHOOL, ELLISTON-LAFAYETTE ELEMENTARY
SCHOOL, SHAWSVILLE ELEMENTARY SCHOOL AND OLD PRICE’S FORK ELEMENTARY SCHOOL.

OUR PROPOSAL: WE PROPOSE SEVERAL SOLUTIONS FOR THE SURPLUS PROPERTY.

1. We propose to work with the Town of Blacksburg to convert the real estate to cash.

Several members of the MCSB and the Board of Supervisors have noted that the two most valuable parcels of County property
that are designated as surplus or available for surplus status are within the Town of Blacksburg. We have had discussions with
several parties regarding how those parcels could provide funds for the County-wide school construction process. The goal is
simple – convert the real estate to cash. We believe, based upon our preliminary research, that this goal can be accomplished in
a timely manner as part of the PPEA process.

On November 16th Blacksburg Mayor Ron Rordam delivered a letter on behalf of the Town Council of Blacksburg to Ms. Annette

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

Perkins, who was the Chair of the Montgomery County Board of Supervisors. In his letter he offered the support of the Town of
Blacksburg in resolving the issues related to the school facilities and noted three important areas that would require involvement
of the Town of Blacksburg: (1) the future of the Old Blacksburg Middle School Property, (2) the future of the former Blacksburg
High School property on Patrick Henry Drive, and (3) the approval of a conditional use permit for a new Blacksburg High School
on Prices Fork Road. The mayor stated that options for former the Blacksburg High School site included selling it for single family
development or selling it to the Town of Blacksburg (at a fair price) “to expand public park offerings to benefit the citizens of
Montgomery County.” We believe our PPEA proposal process provides an efficient mechanism to work with the Town of
Blacksburg to sell the parcels and contribute the proceeds to the funds used to construct the three schools.

A. WE PROPOSE THE SALE OF THE REMAINING PROPERTY AT THE OLD BLACKSBURG MIDDLE SCHOOL SITE TO A
DEVELOPER AND TO WORK WITH THE PURCHASER OF THE FRONT OF THE SITE TO DEVELOP THE LAND IN A
MANNER CONSISTENT WITH THE COMPREHENSIVE PLAN OF THE TOWN OF BLACKSBURG.

During the November 9, 2010 Joint Board Work Session, the Montgomery County Department of Economic Development stated
that demolishing the building and rezoning the property for “mixed use” development would provide the greatest return to
County taxpayers2. Economic Development staff stated that the County had already undertaken several steps to position the
property for sale including developing a timeline that included issuing requests for proposals to developers during June 2011.
We have made preliminary inquiries regarding the development of the Old Blacksburg Middle School site. We believe to
accomplish the goals of the County and the Town of Blacksburg a comprehensive approach to the property must be taken. We
are prepared to further explore such an approach to (a) provide for the purchase of the Old Blacksburg Middle School providing
funds to the construction coffers and (b) to develop the site in a manner consistent with the goals of the Town of Blacksburg.

9
B. WE PROPOSE THAT THE COUNTY IMMEDIATELY SELL THE FORMER BLACKSBURG HIGH SCHOOL SITE TO THE
TOWN OF BLACKSBURG AND HAVE IDENTIFIED A PRIVATE SOURCE OF FUNDS, IF NEEDED.

We have identified private funds that could be made available to the Town of Blacksburg to finance the purchase of the former
Blacksburg High School site to provide immediate cash to the construction process.

2. WE PROPOSE TO ASSIST THE COUNTY IN POSITIONING THE OTHER PROPERTIES FOR SALE.

We recognize that the County has other parcels of school land that it desires to consider positioning for sale. If the MCSB
determines it is appropriate to declare other parcels as surplus we will assist the County in assessing the market for these
properties and in positioning the properties for sale.

BOS CONDITION: UTILIZE PROCEEDS FROM THE SURPLUS BOND MONEY FROM THE PRICE’S FORK ELEMENTARY
SCHOOL AND EASTERN MONTGOMERY ELEMENTARY SCHOOL PROJECTS.

OUR PROPOSAL: OUR FINANCING PROPOSAL CONTEMPLATES USE OF THESE FUNDS.

We recognize that the MCSB has an estimated $4,800,00 in funds remaining from the construction of the Price’s Fork Elementary
School and the Eastern Montgomery Elementary School projects. These funds are utilized in our financial proposal.
2 Brian Hamilton, Director, Montgomery County Department of Economic Development, November 9, 2010, Before a Joint Work Session of the Montgomery
County Board of Supervisors and the School Board of Montgomery County.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

BOS CONDITION: UTILIZE INSURANCE PROCEEDS FROM THE SETTLEMENT OF THE COLLAPSE OF THE BLACKSBURG
HIGH SCHOOL GYMNASIUM FOR THE IMPLEMENTATION OF THE COUNTY-WIDE CONSTRUCTION
PROGRAM.

OUR PROPOSAL: OUR FINANCING PROPOSAL CONTEMPLATES USE OF THESE FUNDS.

We recognize that the MCSB has announced the award of approximately $5,250,000 in the settlement of the insurance claim
resulting from the collapse of the gymnasium at Blacksburg High School. We utilize these funds in our financial projections.

BOS CONDITION: UTILIZE ISSUANCE OF FUTURE DEBT TO PROVIDE FOR THE REMAINING PROCEEDS NEEDED TO FUND
THE PROPOSED SCHOOL CAPITAL PROJECTS.
Note: “The Board of Supervisors desires that any future debt issuances to pay for these proposed school capital
projects is structured in such a way to allow for incremental tax increases over a four to five year period with no
projected property tax increase needed to fund these three capital projects until fiscal year FY 2013.3”

OUR PROPOSAL: WE PROPOSE THE COUNTY DELAY TAX INCREASES AS MORE FULLY DISCUSSED IN OUR FINANCING
PROPOSAL.

On August 23, 2010, Davenport & Company, LLC, which serves as the County’s financial advisor, presented to the Board of
Supervisors an analysis of school capital projects on debt capacity and debt affordability. Davenport reminded the Board of
Supervisors that in 2000, the Board adopted fiscal policy guidelines for the County with the assistance of Davenport. These
guidelines were developed to provide guidance on fiscal policy decisions and to raise the credit rating of the County. A higher 10
credit rating for the County generally decreases the County’s cost of borrowed capital (through lower interest rates). During
the August 23, 2010 meeting, Davenport reported that over time Moody’s had raised the County’s credit rating from A1 to Aa2
(which is the middle level in “2nd Tier “Very Strong”). Davenport also reported that S&P had during the same period raised the
County’s credit rating from A to AA (which is the middle level in “2nd Tier “Very Strong”). If the County issues debt in excess of
the debt service guideline, Davenport predicted that the County’s standing within the rating levels could be affected depending
upon how much debt the County issued.

Central to the success of the County’s enhanced credit rating is the County’s debt service guidelines. These guidelines include
a policy on the amount of funds paid as debt service as a percentage of expenditures for schools. The policy provides that the
ratio of debt service expenditures as a percentage of governmental fund expenditures should target 10 percent but not exceed
12 percent.

The analysis provided by Davenport contemplated an economic development authority bond issued lease transaction where the
new schools would be used as collateral. Under the Davenport analysis, utilizing the current assessed value of real estate in the
County and assuming no growth in that value of real estate in the County, the County will receive $680,000.00 for each $0.01 of
real estate taxes, which supports annual payments for roughly $9,000,000 in debt.

3 Resolution of Support at page 3

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

Of the options reviewed by Davenport during the August 23rd meeting, the estimated tax impact —depending upon various
funding options - could be as high as 14 cents. Our proposal recommends considering private financing that results
in significantly smaller tax increases. Further, although Davenport explained that the County had sufficient debt capacity under
current guidelines, some initial debt (an estimated $29,000,000), this would allow the construction of one facility at a time.
Instead, we propose to construct the facilities simultaneously, not sequentially. This immediate construction expense will require
additional financing prior to the 2015 fiscal year. Alternatively, if the County desires to construct Auburn High School and when
it is complete, issue new debt as allowed by the County’s guidelines, and construct Blacksburg High School, it may be possible
to do so without raising taxes; however, given the uncertainties of the economy, some estimates place the opening of a new
Blacksburg High School under this scenario as late as the fall of 2018.

OUR PROPOSAL ADDRESSES ADDITIONAL STRATEGIC GOALS OF THE MCSB

Throughout the past several months various members of the MCSB and the Board of Supervisors have provided suggestions for
the construction project. We have captured the following such suggestions:

STRATEGY GOAL: ADHERE TO 12 PERCENT DEBT SERVICE GUIDELINE.

OUR PROPOSAL: WE PROPOSE THAT THE COUNTY WAIVE THE GUIDELINE FOR CERTAIN FISCAL YEARS.

As the process enters the Detail Stage and all final numbers are in place, we propose that the county consider waiving the
debt service guideline in the short-term. We recommend this strategy to enable the county to utilize public debt, the current
economic conditions, and the collaborative environment that currently exists to move these projects forward.
11

STRATEGY GOAL: RECOGNIZE THAT MONTGOMERY COUNTY PUBLIC SCHOOLS HAS SIGNIFICANT OPERATING FUND
CHALLENGES, INCLUDING THE LACK OF A RAISE FOR SCHOOL TEACHERS FOR SEVERAL YEARS.

OUR PROPOSAL: WE PROPOSE TO CONTROL DEBT COSTS IN THE FIRST [THREE] YEARS TO LIGHTEN THE STRAIN ON
COUNTY FINANCES .

If the county decides to move forward with some portion of the project financed by private financing, we believe the payments
can be structured in a manner that provides initial lower payments to lighten the strain on the county’s finances.

STRATEGY GOAL: CAPTURE SAVINGS FROM THE CONSTRUCTION OF THE SCHOOLS FOR OTHER CAPITAL PROJECTS IN
THE COUNTY.

OUR PROPOSAL: WE PROPOSE TO DIVIDE ALL COST SAVINGS [75/25].

Historically, the Montgomery County School System has utilized the savings resulting from capital projects to undertake other
projects. We believe similar savings will occur from the PPEA process and we propose to allocate those savings 75 percent to
the county and 25 percent to the PPEA partners. We believe if we can quickly launch this series of projects the county could still
receive the benefits of the current reduced construction costs in the marketplace.

STRATEGY GOAL: IF POSSIBLE, ACHIEVE ECONOMIES OF SCALE THROUGH SIMULTANEOUS CONSTRUCTION PROJECTS.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

OUR PROPOSAL: WE PROPOSE THE COUNTY MOVE FORWARD WITH THE CONSTRUCTION OF BOTH SCHOOLS IN A
NEARLY SIMULTANEOUS MANNER TO CAPTURE COST SAVINGS.

We believe the opportunity exists for savings to be achieved through delivery a contract to construct the schools to one general
contractor so that economies of scale across all three projects can be secured.

STRATEGY GOAL: UTILIZE LOCAL CONTRACTORS AND SUPPLIERS.

OUR PROPOSAL: WE PROPOSE TO SUBCONTRACT SIGNIFICANT PORTIONS OF THIS PROJECT TO MONTGOMERY


COUNTY BUSINESSES.

English Construction Company alone currently employes over 100 people in Montgomery County. Our professional service firms
have an additional 80 employees in the County. In addition to our corporate partners, we have identified a number of local
contractors with whom we will subcontract many facets of the project.

STRATEGY GOAL: DESIGN SCHOOL BUILDINGS THAT CONTEMPLATE CORE FACILITIES DESIGNED TO HANDLE THE
EXPANSION OF THE EDUCATIONAL SPACE.

OUR PROPOSAL: WE PROPOSE TO BUILD EACH BUILDING WITH A CORE CAPABLE OF HANDLING A STUDENT BODY
LARGER THAN THE STUDENT POPULATION TO BE HOUSED IN THE CLASSROOM SPACE TO BE
CONSTRUCTED.

12
Several members of the MCSB and the staff of MCPS have indicated the need to plan for growth in enrollment in facilities
constructed in the County as buildings are designed. Our proposal adopts this strategy, as we propose an Auburn High School
structure with core facilities for 800 students, but classroom space for only 600 students, a Blacksburg High School structure
with core facilities for 1,600 students, but classroom space for only 1,200 students, and an Auburn Middle School facility for 600
students, but classroom space for only 480 students. In each case, the structures will be expandable in the future without the
need to overhaul the core facilities, such as the cafeteria.

STRATEGY GOAL: WORK WITH THE TOWN OF BLACKSBURG OFFICIALS FOR AN EFFICIENT CONSTRUCTION PROCESS.

OUR PROPOSAL: WE PROPOSE CONSTANT COMMUNICATIONS WITH THE TOWN OF BLACKSBURG.

We have met with the staff of the Town of Blacksburg to review their desires and concerns regarding the construction of this
high school project and believe we are well-positioned to conduct an efficient construction project. Our team members have
experience designing and building construction projects in the Town of Blacksburg. In his letter to the Board of Supervisors,
Blacksburg Mayor Ron Rordam stated “The Town is ready to move forward quickly if the decision is made to build a new school.”
The Town specifically requested to be involved in the planning process for a new facility, and we have already engaged with them
to understand their expectations for approvals of zoning and construction permits.

STRATEGY GOAL: CONSTRUCT THE EDUCATIONAL FACILITIES IN CONFORMITY WITH THE MONTGOMERY COUNTY
PUBLIC SCHOOL CONSTRUCTION GUIDELINES.

OUR PROPOSAL: WE PROPOSE TO ADHERE TO THE MONTGOMERY COUNTY PUBLIC SCHOOL CONSTRUCTION
GUIDELINES.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

We have reviewed the Montgomery County Public Schools High Schools Suggested Space Requirement Standards and Capacity
Size Standards adopted by the MCSB on February 8, 2000. Our proposal conforms to these standards, including academic space,
athletic space and green space parameters consistent with their application at the recently constructed Eastern Montgomery
High School.

COMMUNITY BENEFITS AND SUPPORT

The Montgomery County PPEA Guidelines provide that the projects we propose must be considered in light of the proposed
projects’ compatibility with community plans and desires. Specifically, our proposal will be reviewed considering:
„„ community benefits,
„„ community support or opposition, or both,
„„ public involvement strategy,
„„ compatibility with existing and planned facilities, and
„„ compatibility with local, regional, and state economic development efforts.

Our proposal offers significant community benefits.

1. We move “Next In Line” to the “Top of the Line.”

2. Our proposal allows the MCSB and the Board of Supervisors to keep its promise to the Riner and Pilot communities
that construction on the new Auburn High School would remain a top priority for Montgomery County.
13
3. We provide an immediate solution to the Blacksburg High School crisis.

4. We provide a schedule for the return to Christiansburg of the remaining displaced students.

5. We understand that more County students than students from Blacksburg have been impacted by this crisis and we
propose to allow for the return of these students to the former Christiansburg Middle School site in the very near
future.

We believe our proposal will receive significant community support.

1. We believe the students and parents of Auburn High School and Auburn Middle School will support this proposal
once they have an opportunity to learn more about the proposal. The initial planning on the Auburn schools will
not be lost, and the quality of all of the new schools to be built will be same, as one team will be responsible for
their design and construction. We do not believe the PPEA will slow progress on Auburn. In fact, we believe we
have the resources, experience and ability to open the school faster.

2. We believe the communities of Riner and Pilot will support our proposal. The Auburn strand educational site
is an integral part of these communities and we believe we can deliver a final comprehensive product on the site
that will serve as a central focus of the communities and one in which they will take great pride.

3. We believe the Board of Supervisors and the Town Council of Blacksburg will support our proposal as the proposal
addresses many of their goals.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

4. We believe the students of Blacksburg High School and their parents will support this proposal. The students in
Blacksburg High School and their parents desire to return to a learning environment designed for them. The
current solution works, but everyone recognizes it is having an impact on the education of the students. The
construction of a high school facility on the County’s parcel of land near the new high school stadium will fulfill the
long-range plans of this community and bring their temporary educational arrangement to an end.

5. We believe the students of Blacksburg Middle School and their parents will support this proposal. We recognize
the considerable funds that have been devoted to making the former Christiansburg Middle School location a
suitable educational environment; and yet, it is still does not provide the educational environment that the
uniquely designed Blacksburg Middle School (and Christiansburg Middle School) locations provide. The Blacksburg
Middle School students need to return to the facility designed for their educational experience.

6. We believe the Blacksburg business community will support this proposal. The absence of a high school facility in
Blacksburg has had a dramatic impact on the community, its economy and its morale. Throughout the fall of 2010,
representatives of the community – ranging from Virginia Tech President Charles Steger and the Blacksburg
Partnership, Inc., —a local economic development organization— to parents, students and local business
leaders – have all stressed the significant negative impact of a lack of a high school in the northern end of
Montgomery County. Our PPEA proposal provides for an aggressive resolution of the problem. By moving forward
with the PPEA, we believe the County can restore normalcy to the community and provide a date when the doors
of Blacksburg High School will re-open. We recognize that the traditional design-bid-build process would also
eventually deliver a new school to the community; however, we believe the public participation inherent in the
PPEA process will enable stakeholders to participate in the development of the new high school in a manner that
provides for a more accelerated process. 14

7. We believe the Town Council of the Town of Blacksburg will support this proposal. We believe the proposal meets
the parameters of the desires set forth by the Town Council and we believe the Town of Blacksburg will support
this proposal.

8. We believe the community in the Town of Blacksburg will support this proposal. Each high school should be – in
some manner – a reflection of its community and its students. We intend to build a high school in Blacksburg that
reflects the community. For example, we intend to construct a first class theater and auditorium. We intend to
construct a high quality lighted track and baseball field. We intend to build a LEED Certified building to utilize the
latest technologies for an efficient structure. We intend to contact Sustainable Blacksburg, Inc., a local
environmental group, to identify ways to make the new Blacksburg High School environmentally-efficient and a
center of learning for practical application of environmental practices.

Our proposal has not received any opposition.

We recognize that we are in the early stages of consideration of our proposal, but we have had many, many private meetings
to prepare for the proposal we submit. To date, we have not received any opposition to our proposal. Instead, we have
received significant positive support.

Our proposal contemplates extensive community involvement period.

We intend to speak with many groups and engage in an open dialogue with each of the communities involved in the

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

construction process. We also intend to engage the communities that will not be served by these facilities, as we recognize
this is a County-wide construction project and the entire County needs to have the opportunity to engage in discussions
about these projects.

Our proposal includes structures that are compatible, where possible, with existing and planned facilities and structures.

Both the Auburn schools and the new Blacksburg High School fit within the existing proposed locations.

Our proposal is compatible with local, regional, and state economic development efforts.

The New River Valley Alliance, which is the regional economic development partnership for the New River Valley, and the
Virginia Tech Corporate Research Center, a nationally ranked research park affiliated with Virginia Tech, both promote the
availability of a high quality of public education in Montgomery County. We believe our proposal corrects the current crisis and
provides a foundation for continued economic growth in the region.

THE TIMELINE – NEXT STEPS

We recognize that real progress is critical in the resolution of the school building situation. One central question is whether the
PPEA process will be faster than the traditional design-bid-build process. We believe that it will be dramatically faster.
The day you accept our proposal begins a forty-five day review period during which other organizations can also submit
proposals. We welcome the review and the competition. We have built over thirty facilities utilizing the PPEA process, and
we believe if the school board acts with careful haste as allowed by Virginia law, the children in Montgomery County will see
15
progress in weeks and months, not years. Parents who assumed their children would never graduate from a new Auburn High
School or parents who assumed their children would commute to Christiansburg to a middle school for years to come will both
discover that new schools are a short-term reality.

If the Board narrows the selection of the Phase 1 submittal to one party as it moves to the Detail Phase of the PPEA review, we
are prepared to initiate work prior to the execution of a final contract. In short, we will hold Design Workshop meetings with
stakeholder groups, finalize designs, and scope out the construction process — all before actually receiving the final contract.
We recognize the urgency of the situation and stand ready to get moving.

Proposed Schedule:
Submission of Our Unsolicited Proposal January 21, 2011
Section IV of the Montgomery County PPEA Guidelines allows submissions of unsolicited proposals.

Simultaneously with the delivery of the proposal to the MCSB, we have delivered copies to the Board of Supervisors of Montgomery
County and the Town Council of the Town of Blacksburg. The Montgomery County PPEA Guidelines require that we deliver copies to
“affected jurisdictions” which are defined as “any county, city or town in which all or a portion of a qualifying project is located.4”

School Board Meeting (Work Session) January 25, 2011

Acceptance of Proposal January 25, 2011


Section IV provides that “upon receipt of any unsolicited proposal or group of proposals and payment of any required fee by the
proposer or proposers, the MCSB should determine whether to accept the unsolicited proposal for the purpose of publication and

4 Montgomery County Public Schools PPEA Guidelines, page 23.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

conceptual-phase consideration5. Only proposals complying with the requirements of the PPEA shall be considered by the MCSB for
further review at the conceptual stage6. The acceptance of this proposal initiates a two stage process, which if it reaches its
conclusion, will result in the selection of one proposal; however, the MCSB can stop consideration of the proposals at any time. The
two stage process is comprised of the “conceptual stage” and the “detailed stage” defined in the Montgomery County Public Schools
PPEA Guidelines as follows:
„„ Conceptual Stage: the time from which a proposal is first received until when conceptual proposals have been
evaluated and either the School Board has decided not to proceed further under the PPEA or the MCSB has
requested a proposer or proposers to submit detailed proposals.
„„ Detail Stage: the time from which the MCSB requests submission of detailed proposals until the MCSB either
decides not to proceed further under the PPEA or has executed a comprehensive agreement with a proposer or
proposers for the project.
The guidelines require submission of information in a predetermined format that includes information covering (i) qualifications
and experience, (ii) project characteristics, (iii) project financing, (iv) anticipated public support or opposition, or both, (v) project
benefit and compatibility, and (vi) any additional information as the MCSB may reasonably request to comply with the requirements
of the PPEA7.

Initiation of 45 day Period for Other Proposals January 25, 2011


(by MCSB vote)
If the MCSB chooses to accept an unsolicited proposal for publication and conceptual-phase consideration, it shall post a notice in a
public area regularly used by the MCSB for posting of public notices, including the school board’s Web site, for a period of not fewer
than 45 days. . . . The notice shall state that the MCSB
1. has received an unsolicited proposal under the PPEA
2. intends to evaluate the proposal 16
3. may negotiate an interim or comprehensive agreement with the proposer based on the proposal; and,
4. will receive for simultaneous consideration any competing proposals that comply with the procedures adopted by the MCSB and
the PPEA8.
The notice shall also summarize the proposed qualifying projects or projects and identify their proposed locations.

School Board Meeting February 1, 2011

Formation of Advisory Committee February 1, 2011


The Montgomery County PPEA Guidelines provide that the MCSB may, at its discretion, invite members of the Board of Supervisors to
serve on an Advisory Committee and MCSB may wish to form an advisory committee at this point.

School Board Meeting March 15, 2011

Review of all proposals Until March 15, 2011


The Montgomery County PPEA Guidelines require a minimum of 45 days for competing proposals to be submitted and reviewed. The
regularly scheduled March 15, 2011 school board meeting will actually be 53 days following the January 25, 2011 school board
meeting

5 Montgomery County Public Schools PPEA Guidelines, page 11.


6 Montgomery County Public Schools PPEA Guidelines, page 12.
7 Montgomery County Public Schools PPEA Guidelines, page 13.
8 Montgomery County Public Schools PPEA Guidelines, page 11-12.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

Selection of proposals for Detail Stage March 15, 2011


Section VI of the Montgomery County PPEA Guidelines provides a review of the criteria to be used to evaluate the proposals. If we
are the only proposer selected to move to the Detail Stage we will initiate work, at our expense, on the projects, while negotiations
and the contracts are concluded.

Selection of Successful Proposal March 15, 2011


Execution of PPEA Agreement May 15, 2011
Doors Open Auburn High School December 31, 2012
Doors Open Blacksburg High School December 31, 2012
Doors Open Auburn Middle School December 31, 2013

CONCLUSION
Undertaking the act of constructing an educational facility is a significant event for any school system and a critical act for the
success and longevity of any community. The multitude of issues and challenges confronting MCPS — since the collapse of the
gymnasium at Blacksburg High School — has consumed the attention of the educational leadership of the County. We believe
a private partner can provide cost effective solutions in a timely manner, and we believe our record in counties and cities
throughout the Commonwealth of Virginia demonstrates that we are the right private partner for this job.

17

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

1a. Qualifications and Experience - Identify the legal structure of the firm or consortium of firms making the proposal. Iden-
tify the organizational structure for the project, the management approach and how each partner and major subcontractor in
the structure fits into the overall team.

FIRSTCHOICE PUBLIC-PRIVATE PARTNERS: MONTGOMERY COUNTY PUBLIC SCHOOLS, LLC


The form of organization proposed to be used is a Virginia limited liability company, named FirstChoice Public-Private Partners:
Montgomery County Public Schools, LLC, formed pursuant to the Virginia Limited Liability Company Act, Chapter 12 of Title 13.1
of the Code of Virginia of 1950, as amended. The member-managed company is comprised of the following organizations: Eng-
lish Construction Company, Inc. and Moseley Architects, a Professional Corporation; both of which are Virginia entities.

As authorized by the Virginia Limited Liability Company Act, the company will contract with each of its members to provide for
the design, development and construction of the school facilities. Montgomery County Public Schools will be made a third party
beneficiary of each such contract and thereby entitled to enforce the obligations of the members to the company to design and
construct the school facilities, provide payment and performance bonds, maintain builder’s risk insurance, etc.

Key responsibilities of the FirstChoice team are as follows:

„„ Moseley Architects will provide planning, architecture, MEP and structural engineering, and interior design. Principals
of the firm are licensed to practice architecture and engineering in Virginia and several other states.

„„ English Construction Company will be the primary point-of-contact and leader of the construction team. English will
provide site and building construction of the high schools and the renovated middle school. English is licensed in
18
Virginia and several other states.

„„ The FirstChoice team utilizes a collaborative management approach that will include the Montgomery County Public
School system as an integral part of the team. The approach is designed to make sure that the project is designed and
constructed to meet Montgomery County Public School’s program needs “on time” and “on budget”. Reference
Organizational Chart that indicates the major players of the entire FirstChoice team.

In addition to the members of FirstChoice, major subcontractors on the team include the following:

„„ Morgan Keegan & Company, Inc. will be in charge of the financial plan, structure and bond issuance. The firm is
licensed in Virginia. FirstChoice has teamed with Morgan Keegan & Company, Inc. on our successful PPEA projects for
Chesterfield County Public Schools, Fredericksburg City Public Schools and Northumberland County Public Schools. In
Chesterfield and Fredericksburg, the Owner elected to finance their PPEA projects using VPSA funding.

„„ Anderson & Associates will provide civil engineering services, including survey, planning and landscape architecture
services. The firm is licensed in Virginia.

„„ Schnabel Engineering will provide geotechnical engineering services. The firm is licensed in Virginia.

„„ Foodservice Consultants Studio will provide food service planning and design services. The firm is licensed in Virginia.

An organizational chart summarizes this information on the subsequent page.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

MONTGOMERY COUNTY
PUBLIC SCHOOLS

MONTGOMERY COUNTY
DESIGN COMMITTEE

FIRST CHOICE PUBLIC-PRIVATE PARTNERS

Doug Westmoreland, AIA


Vice President Jim Blevins
James Cowan Liaison
Legal Consultant Ray Booth, PE
Dan Gecker
LeClairRyan Special Projects Coordinator Historical Tax Credit
Consultant
Jim McCalla, AIA
Vice President
19

PROJECT PROJECT PROJECT PROJECT


CONSTRUCTION DESIGN ENGINEERING FINANCING

Allen Hamblen Jim McCalla, AIA David Lockwood, PE Kevin Rotty


Project Manager Managing Principal Electrical Engineer Managing Principal
English Construction Moseley Architects Moseley Architects Morgan Keegan & Co.

Billy Riggs, AIA Steve Lyons, PE


Project Manager Mechanical Engineer
(BHS) Moseley Architects
Moseley Architects
Steve Jones, PE
Kenny Durrett Structural Engineer
Project Manager Moseley Architects
(AHS & AMS)
Moseley Architects Mary Ann Bonadeo, PE
Civil Engineer
Larry Huber, FCSI Anderson & Associates
Food Service Planner
Foodservice Steve Conner, PE
Consultants Studio Geotechnical Engineer
Schnabel Engineering

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

1b. Qualifications and Experience - Describe the experience of the firm or consortium of firms making the proposal, the key
principals and project managers involved in the proposed projects including experience with projects of comparable size and
complexity, including prior experience bringing similar projects to completion on budget and in compliance with design, land
use, services and other standards. Describe length of time in business, business experience, public sector experience and
other engagements of the firm or consortium of firms. Include the identity of any firms that will provide design, construction
and completion guarantees and warranties and a description of such guarantees and warranties.

FIRSTCHOICE PUBLIC PRIVATE PARTNERS


With the passage of the Public Private Infrastructure Act of 2002 in Virginia (PPEA), English Construction and Moseley Architects
joined together to form FirstChoice Public Private Partners in order to pursue PPEA projects in Virginia. To date, FirstChoice has
successfully completed six public sector projects.

FirstChoice Public Private Partners has successfully completed major school projects in Virginia as follows:
„„ New Cosby High School, Chesterfield County, Virginia
„„ New Lafayette Upper Elementary School, Fredericksburg, Virginia
„„ New James Monroe High School, Fredericksburg, Virginia
„„ New Northumberland Middle School/High School, Northumberland County, Virginia

In addition to education projects, FirstChoice has also successfully completed the following public sector projects:
„„ New Public Safety Building, Fredericksburg, Virginia
„„ New Green Ridge Recreation Center, Roanoke County, Virginia

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FIRSTCHOICE PUBLIC PRIVATE PARTNERS’ KEY PRINCIPALS
Doug Westmoreland will serve as the Moseley Architects representative for the FirstChoice team. Doug has served in this role
for the all of the PPEA school projects that FirstChoice has successfully completed — Cosby High School in Chesterfield County,
Lafayette Upper Elementary School and James Monroe High School in Fredericksburg, and the combined Middle School/High
School in Northumberland County, as well as the LEED Gold Green Ridge Recreation Center in Roanoke County.

Ray Booth has 32 years of experience in state and municipal management and engineering. As a special projects coordinator
for English Construction, Ray assisted in editing and writing the original Public Private Education Facilities and Infrastructure Act
(PPEA) legislation and has had input into all legislative and guideline revisions since that time. He is familiar with a majority of
all PPEA projects in Virginia and has been responsible for developing and implementing most of English’s PPEA and design-build
projects. English has been recognized as the leader in PPEA projects in Virginia, with more than 20 projects implemented and
many more in development. For the past 10 years, Ray has worked for English Construction in construction management. Prior
to that, he served in municipal government as director of public works and city engineer. He holds a master’s degree in public
administration from George Washington University and a bachelor’s degree in civil engineering from Virginia Tech. In 2001, the
Civil Engineering Department at Virginia Tech named him a Distinguished Alumnus. Ray is a licensed Professional Engineer in
the State of Virginia, and he holds professional memberships in the national, state, and local chapters of the American Society of
Civil Engineers, the National Society of Professional Engineers, and the Virginia Society of Professional Engineers.

MOSELEY ARCHITECTS
For over 40 years, Moseley Architects has dedicated its talents to the design of public architecture in Virginia. With Virginia of-
fices in Richmond, Harrisonburg, Warrenton, and Virginia Beach, the firm has designed facilities that are attractive, sensitive to
local and Virginia heritage, and use available funds wisely. They offer comprehensive services including initial project feasibility
studies, educational planning, space programming and analysis, land development master planning, site planning, building and

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MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

interior design, and construction administration and management.

Over the last decade, the firm has worked on 89 high school projects, which includes a significant amount of new construction.
In the last five years, Moseley Architects has completed 9 new high schools in Virginia, which represents 47 percent of all new
Virginia high schools. Comparable examples for the Montgomery County Public Schools projects include the following schools:

„„ Patriot High School, Prince William County, Virginia; 310,000 SF; 2,100 students; Under construction; scheduled to be
completed in 2011
„„ Glen Allen High School, Henrico County, Virginia; 256,000 SF; 1,800 students; Completed in 2010
„„ Clover Hill High School, Chesterfield County, Virginia; 266,000 SF; 1,750 students; Completed in 2010
„„ Northumberland Middle School/High School, Northumberland County, Virginia; 162,000 SF; 850 students; Completed in
2009
„„ King George High School, King George County, Virginia; 210,000 SF; 1,500 students; Completed in 2009
„„ Kettle Run High School, Fauquier County, Virginia; 230,000 SF; 1,200 students; Completed in 2008
„„ Dinwiddie County High School, Dinwiddie County, Virginia; 230,000 SF; 1,600 students; Completed in 2008
„„ T.C. Williams High School, City of Alexandria, Virginia; 461,000 SF; 2,500 students; Completed in 2008
„„ Warhill High School, Williamsburg-James City County, Virginia; 243,000 SF; 1,250 students; Completed in 2007
„„ James Monroe High School, City of Fredericksburg, Virginia; 193,076 SF; 1,000 students; Completed in 2007
„„ Riverbend High School, Spotsylvania County, Virginia; 319,000 SF; 1,800 students; Completed in 2004 21
„„ Freedom High School, Prince William County, Virginia; 276,000 SF; 2,100 students; Completed in 2004
„„ Battlefield High School, Prince William County, Virginia; 276,000 SF; 2,100 students; Completed in 2004
„„ Harrisonburg High School, City of Harrisonburg, Virginia; 270,000 SF; 1,350 students; Completed in 2004

Additionally, Moseley Architects has a successful track record working with Virginia public school systems on middle school
renovation projects. Examples include the following:

„„ Hamilton Holmes Middle School Addition/Renovation, King William County, Virginia


„„ Carter Woodson Middle School Addition/Renovation, City of Hopewell, Virginia
„„ G.H. Moody Middle School Addition/Renovation, Henrico County, Virginia
„„ Vernon Johns Middle School Addition/Renovation, City of Petersburg, Virginia
„„ Shelburne Middle School Addition/Renovation, City of Staunton, Virginia
„„ Tabb Middle School Addition/Renovation, York County, Virginia
„„ Queen’s Lake Middle School Addition/Renovation, York County, Virginia
„„ Blue Ridge Middle School Addition/Renovation, Loudoun County, Virginia
„„ Falling Creek Middle School Addition/Renovation, Chesterfield County, Virginia
„„ Cedar Lee Middle School Addition/Renovation, Fauquier County, Virginia

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MOSELEY ARCHITECTS’ KEY PRINCIPAL


Jim McCalla will serve as the managing principal for Moseley Architects. Jim has over 29 years of educational facility planning
experience that includes programming, pre-planning, feasibility studies, and the design of numerous educational facility projects
at all grade levels. Jim serves as vice president and director of operations of the firm, and co-manages Moseley Architects’ edu-
cational studio in Richmond, Virginia. He has been repeatedly involved in the comprehensive planning of state-of-the-art high
school and middle school facilities that incorporate advanced technology and has worked with the firm’s clients on more than
three dozen of the firm’s high school projects and more than two dozen of the firm’s middle school projects.

ENGLISH CONSTRUCTION
English Construction Company, Inc. and its affiliates, is a fourth generation family owned business that was established in 1909.
English has advanced through steady growth, adding new skills, resources, and technology. As the company kept pace with
changes in the construction industry, areas of expertise expanded and include such diverse areas as monumental structures,
bridges, power plants, water and wastewater treatment facilities, public safety, correctional and courthouse facilities, factories,
schools, and historic renovations.

English is a multi‐disciplined construction firm that is licensed and can operate in eight states in Southeast U.S. with primary
work in Virginia, North Carolina, and South Carolina. English maintains a staff of more than 600 employees forming construction
and support teams that, under the leadership of 120 tenured personnel, have supported as many as 40 concurrent projects.
English focuses on green construction technologies, renewable energy, and protecting our environment on all projects. We are
proud to have nine key management personnel who are Leadership in Energy and Environmental Design (LEED®) Accredited
Professionals. English leads the way in constructing environmentally safe projects. English has hundreds of additional employees
in other companies in the construction industry.
22

English Construction Company and its affiliates has been a member of the Montgomery County Community for decades. We are
one of the County’s largest land owners and have over 100 employees living in Montgomery County. We are extremely invested
in the County and its growth.

English Construction’s comparable examples include the following schools:

„„ Cosby High School, Chesterfield County, Virginia; 266,000 SF; 1,750 students; Completed in 2010
„„ Northumberland Middle School/High School, Northumberland County, Virginia; 162,000 SF; 850 students; Completed in
2009
„„ James Monroe High School, City of Fredericksburg, Virginia; 193,076 SF; 1,000 students; Completed in 2007
„„ Lafayette Upper Elementary School, City of Fredericksburg, Virginia; 99,856 SF; 936 students, Completed in 2006

ENGLISH CONSTRUCTION’S KEY PRINCIPAL


Allen Hamblen is a senior executive responsible for management of English Construction’s Building Division, which includes
monumental structures, institutional buildings, water plants, wastewater plants, and municipal utilities. Allen has extensive
experience with deep structure excavation and watertight concrete construction. A graduate of the University of Richmond and
Hampden Sydney College, he has 35 years of experience in the construction industry (16 years with English) in estimating, pro-
curement and project management.

ANDERSON & ASSOCIATES


Anderson & Associates, Inc. (A&A) has been providing engineering, surveying, planning, and landscape architecture services in

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PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

Montgomery County and the surrounding area since the firm was founded in 1968. The firm has cultivated an operating philoso-
phy driven by its employee-owners’ commitment to client satisfaction and dedication to innovation. A&A has relevant experi-
ence not only for the surveying and site design for these facilities but can also provide the traffic impact analysis, roadway and
utility infrastructure design, and coordination with the Town of Blacksburg to obtain a conditional use permit or rezoning. We
have prepared many preliminary designs for the Blacksburg site. A&A consists of 113+ full and part-time employees with a high
percentage of licensed professionals, including 34 Professional Engineers, 14 Land Surveyors and 2 Landscape Architects. A large
pool of design technicians, drafting experts, and inspectors sup¬ports the team effort. Most of A&A’s employees live in Mont-
gomery County, and their children will attend one or more of the schools included in this proposal.

ANDERSON & ASSOCIATES’ KEY PRINCIPAL


Mary Ann Bonadeo has been with Anderson & Associates since 1998. Her experience at A&A has been focused on site de-
velopment projects, including educational, institutional, commercial, residential and recreational. Before joining Anderson &
Associates, Mary Ann worked with a civil engineering firm primarily performing hydrology and hydraulic studies and preparing
construction plans for site development and highway design projects. Since joining Anderson & Associates, she has worked with
both A&A’s site development and transportation groups, where her experience and knowledge of both areas lends itself well to
the firm’s ability of sharing team resources. Her role at A&A has evolved since she began working at the firm in 1998 as a project
engineer. She has served as a project manager and associate vice president and has been leading the Land Development division
as vice president since 2006.

SCHNABEL ENGINEERING
Schnabel Engineering was founded in 1956 by Jim Schnabel. Today, Schnabel Engineering, with their subsidiary Lachel & Associ-
ates, is an employee-owned company offering highly-specialized services in geotechnical engineering, geostructural design, dam
23
engineering, tunnel and underground engineering, environmental, geophysical and geosciences, construction monitoring, and
resident engineering from 19 locations throughout the United States.

SCHNABEL ENGINEERING KEY PRINCIPAL


Steve Conner has been principal investigator for a wide variety of projects, including schools and educational facilities, buildings,
landfills, highways, treatment plants, industrial facilities, earth dams, and slopes. He is branch leader, senior project man-
ager, and technical reviewer for Schnabel Engineering’s Blacksburg office. He has extensive experience related to geotechnical
engineering, construction materials testing, and hydrogeologic studies. His experience includes: deep and shallow foundation
analysis; ground improvement using grouting and dynamic compaction; dam stability and rehabilitation evaluations; landfill site
evaluations; QA/QC for landfill construction and closure; stability analysis of natural and embankment slopes; slurry wall design;
and site characterizations for leaking underground storage tanks. Steve has extensive experience in site evaluation, founda-
tion design, and sinkhole mitigation in karst geologic settings. He has evaluated and designed mitigation programs for arresting
subsidence of abandoned underground coal mines. He is also experienced in evaluating mine spoil fill sites for building and road
construction, including the design of ground improvement via deep dynamic compaction and surcharge preloading.

MORGAN KEEGAN
Founded in 1969, Morgan Keegan is a full service investment banking and securities brokerage firm providing equity and fixed
income capital markets products and services for retail and institutional clients nationwide. Headquartered in Memphis, Ten-
nessee, Morgan Keegan employs more than 4,223 people in 326 offices throughout 19 states. In March 2001, Morgan Keegan
became an independent, wholly-owned subsidiary of Regions Financial Corporation (“Regions”), a financial holding company
headquartered in Birmingham, Alabama. Regions is the 12th largest bank holding company in the nation with over $133 billion
in assets, employs over 24,000 individuals and trades on the NYSE under the symbol RF. Regions currently operates nearly 1,800

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PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

branches throughout 16 states and is included on the Forbes 500, Fortune 500, and London-based Financial Times Global 500
listings of America’s largest companies.

MORGAN KEEGAN KEY PRINCIPAL


Kevin Rotty is a managing director in the Morgan Keegan, Richmond, Virginia Office. Kevin focuses on the asset management
and underwriting needs of public clients throughout Virginia and the United States. Ron has extensive experience in all phases
of governmental debt issuance, management, and the investment practices and policies of public clients. He has been involved
in a number of Public Private Education Facilities and Infrastructure Act (PPEA) and Public Private Transportation Act (PPTA) proj-
ects. He works with a number of state and local government clients in Virginia and nationally.

LeClairRyan Experience
LeClairRyan is an entrepreneurial law firm that provides business counsel and client representation in matters of corporate law
and high-stakes litigation. Our mission is to achieve excellence for our external and internal clients by providing responsive and
timely services. Each member and employee of LeClairRyan is asked to effectively contribute toward this mission. We commit to
excel in our individual areas and to provide our clients the full benefit of our knowledge, enthusiasm, ability, effort and integrity.
By achieving this mission, LeClairRyan provides practical advice that is highly responsive to the business objectives behind the
legal needs of our clients. Our firm has twenty-two offices across the United States, including an office in the Corporate Research
Center at Virginia Tech.

LeClairRyan’s Key Principal


Jim Cowan is a shareholder in LeClairRyan, PC. He is the Office Leader for the firm’s Blacksburg, Virginia, office which is located
in the Virginia Tech Corporate Research Center. Mr. Cowan received his J.D. from Washington & Lee University in 1994. While
24
at Washington & Lee he was selected for the Law Review and membership in Omicron Delta Kappa. He graduated summa cum
laude from Towson University with a B.S. in English in 1991. Mr. Cowan is also a graduate of the National Trial Advocacy College
at the University of Virginia. Mr. Cowan has been selected for “The Best Lawyers in America” and named in Virginia Business
Magazine’s “Legal Elite.” Recently he was recognized for the second year in a row by Richmond Magazine as a “Rising Superlaw-
yer” in the Commonwealth of Virginia.

He currently serves as the General Counsel to the New River Valley Economic Development Alliance. Mr. Cowan represents a
number of employers and developers in the region, ranging from high-tech start-ups to large manufacturers and from local prop-
erty owners to national developers. He regularly assists land-owners and developers in obtaining zoning and necessary entitle-
ments for commercial and residential real estate development projects throughout southwest Virginia.

REPRESENTATIVE PROJECT EXPERIENCE

Firm Project Client Information


FirstChoice James Monroe High School Fredericksburg Public Schools
Robert Burch, Director of Operations, (540) 372-1092
817 Princess Anne Street, Fredericksburg, VA

FirstChoice Lafayette Upper Elementary School Fredericksburg Public Schools


Robert Burch, Director of Operations, (540) 372-1092
817 Princess Anne Street, Fredericksburg, VA

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FirstChoice Cosby Road High School Chesterfield County Public Schools


William Bridgforth, Dir. of Construction, (804) 738-6126
10045 Courthouse Road, Chesterfield, VA

FirstChoice Fredericksburg Public Safety Building City of Fredericksburg


Beverly Cameron, Assistant Manager, (540) 372-1010
615 Princess Anne Street, Fredericksburg, VA

FirstChoice Northumberland MS/HS Northumberland County Public Schools,


Clint Stables, Superintendent, (804) 529-6134
2172 Northumberland Highway, Lottsburg, VA

FirstChoice LEED Gold Green Ridge Recreation Center County of Roanoke


Pete Haislip, (540) 772-2006
5204 Barnard Drive, Roanoke, VA

Moseley Architects James Monroe High School Fredericksburg Public Schools


Robert Burch, (540) 372-1130
817 Princess Anne Street, Fredericksburg, VA

Moseley Architects Lafayette Upper Elementary School Fredericksburg Public Schools


Robert Burch, (540) 372-1130
25
817 Princess Anne Street, Fredericksburg, VA

Moseley Architects Northumberland MS/HS Northumberland County Public Schools,


Clint Stables, Superintendent, (804) 529-6134
2172 Northumberland Highway, Lottsburg, VA

Moseley Architects Green Ridge Recreation Center County of Roanoke


Pete Haislip, (540) 772-2006
5204 Barnard Drive, Roanoke, VA

Moseley Architects Glen Allen High School Henrico County Public Schools
Al Ciarochi, Dir. of Construction, (804) 652-3620
3820 Nine Mile Road , Richmond, VA

Moseley Architects Patriot High School Prince William County Public Schools
Randy Dasher, Construction Manager, (703) 791-8717
14800 Joplin Road, Manassas, VA

Moseley Architects Clover Hill High School Chesterfield County Public Schools
William Bridgforth, Dir. of Construction, (804) 738-6126
10045 Courthouse Road, Chesterfield, VA

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MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

Moseley Architects King George High School King George County Public Schools
Cris Myers, Facilities Coordinator, (540) 775-5833
P.O. Box 1239, King George, VA

Moseley Architects Dinwiddie High School Dinwiddie County Public Schools


Mr. David Clark, Acting Superintendent, (804) 469-4190
14016 Boydton Plank Road, Dinwiddie, VA

Moseley Architects LEED Gold T.C. Williams High School Alexandria Public Schools
Margee Walsh, Executive Director of
Secondary Programs, (703) 824-6610
2000 N. Beauregard Street, Alexandria, VA

Moseley Architects Lane Stadium Expansion/Modernization Virginia Polytechnic Institute and State University
Jim McCoy, Chief of Staff Facilities Services
(540) 231-4215
90 Sterrett Facilities Complex, Blacksburg, VA 24061

Moseley Architects Latham Hall Virginia Polytechnic Institute and State University
Jim McCoy, Chief of Staff Facilities Services
(540) 231-4215
90 Sterrett Facilities Complex, Blacksburg, VA 24061
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Moseley Architects LEED Gold Henderson Hall/Theatre 101 Virginia Polytechnic Institute and State University
Patty Raun, Theatre Arts Dept. Head
(540) 231-4204
250 Henderson Hall East, Blacksburg, VA 24061

English Construction Fredericksburg Public Safety Building City of Fredericksburg


Beverly Cameron, (540) 372-1010 x224
715 Princess Anne Street, Fredericksburg, VA

English Construction James Monroe High School Fredericksburg Public Schools


Robert Burch, (540) 372-1092
817 Princess Anne Street, Fredericksburg, VA

English Construction Lafayette Upper Elementary School Fredericksburg Public Schools


Robert Burch, (540) 372-1092
817 Princess Anne Street, Fredericksburg, VA

English Construction Cosby Road High School Chesterfield County Public Schools
William Bridgforth, (804) 768-6126
9900 Krause Road, Chesterfield, VA

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

English Construction Northumberland MS/HS Northumberland County Public Schools,


Clint Stables, Superintendent, (804) 529-6134
2172 Northumberland Highway, Lottsburg, VA

English Construction LEED Gold Green Ridge Recreation Center County of Roanoke
Pete Haislip, (540) 772-2006
5204 Barnard Drive, Roanoke, VA

English Construction St. Anne’s Belfield School St. Anne’s Belfield School
Michael Waylett, (434) 296-5106
2132 Ivy Road, Charlottesville, VA

English Construction Grainger Academic Building Longwood University


David Pletcher, (434) 395-2089
201 High Street, Farmville, VA

English Construction Ruffner Building Reconstruction Longwood University


David Pletcher, (434) 395-2089
201 High Street, Farmville, VA

English Construction Crenshaw Gym Renovation Randolph-Macon College


Ranny Robertson, (804) 752-3752
27
P.O. Box 5005, Ashland, VA

GUARANTEES AND WARRANTIES


The members of the FirstChoice Public-Private Partners, LLC team have the necessary experience in private-public partnerships,
design, construction, and project financing to provide the required guarantees and warranties to the satisfaction of prospec-
tive credit enhancers. The projects submitted as references required various forms of performance and financing guarantees,
bonding capability, liquidated damages and debt structuring aspects, including capitalized interest all to the satisfaction of credit
enhancers.

1c. Qualifications and Experience - Provide the names, addresses, and telephone numbers of persons within the firm or con-
sortium of firms who may be contacted for further information.

FIRSTCHOICE PUBLIC-PRIVATE PARTNERS


English Construction
Ray Booth, Special Projects Coordinator
615 Church Street
Lynchburg, VA 24504
(p) 434.845.0301
(f) 434.845.0306
rbooth@englishconst.com

Doug Westmoreland, Vice President


Moseley Architects

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PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

3200 Norfolk Street


Richmond, VA 23230
(p) 807.794.7555
(f) 804.355.5690
dwestmoreland@moseleyarchitects.com

MOSELEY ARCHITECTS
Jim McCalla, Vice President
3200 Norfolk Street
Richmond, VA 23230
(p) 807.794.7555
(f) 804.355.5690
jmccalla@moseleyarchitects.com

ENGLISH CONSTRUCTION
Allen Hamblen, Vice President
615 Church Street
Lynchburg, VA 24504
(p) 434.845.0301
(f) 434.845.0306
ahamblen@englishconst.com

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MORGAN KEEGAN
Kevin Rotty
951 East Byrd St., Suite 930
Richmond, VA 23219
(p) 804.225.1196
(f) 804.225.1180
Kevin.Rotty@morgankeegan.com

LECLAIRRYAN
James Cowan
Research Building 12
1715 Pratt Drive, Suite 2700
Blacksburg, Virginia 24060
(p) 540.443.3319
(f) 540.961.2941
James.Cowan@leclairryan.com

1d. Qualifications and Experience - Provide a current or most recently audited financial statement of the firm or firms and
each partner with an equity interest of twenty percent or greater.

Refer to Volume 2, Section F.

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1e. Qualifications and Experience - Identify any persons known to the proposer who would be obligated to disqualify them-
selves from participation in any transaction arising from or in connection to the project pursuant to The Virginia State and
Local Government Conflict of Interests Act (Va. Code § 2.2-3100 et seq.).

We have reviewed the Virginia State and Local Government Conflict of Interest Act, Chapter 31 of Title 2.2 and confirm that none
of the individuals on our team would be obligated to disqualify himself from participation in this project.

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2a. Project Characteristics - a. Provide a description of the project, including the conceptual design. Describe the proposed
project in sufficient detail so that the type and intent of the project, the location, and the communities that may be affected
are clearly identified.

Refer to Volume 2, Section B.

2b. Project Characteristics - Identify and fully describe any work to be performed by the School Board.

Although our FirstChoice Team will be taking a very active role in leading the successful development of these projects, the
ultimate success of this project will be determined by the collaborative teamwork of the design team and contractors, the School
Board and School Board’s representatives, and the County/Town review and inspection agencies. Therefore, it is the hope of
our team that the “work to be performed by the Board” would best be described as the timely interaction and integration into
the design and construction process where the School Board will be engaged in the process in the spirit of mutual respect, trust,
and cooperation. We would like to be able to have design workshops with the appropriate educational staff from Montgomery
County Public Schools and the Town of Blacksburg to develop the most appropriate design concept for these facilities, which will
enhance the educational process for the students, staff, and community of Montgomery County and the Town of Blacksburg.
Typically, as part of our design process, we encourage touring similarly-sized and recently completed high schools to explore dif-
ferent options for design features you may want to integrate into these facilities.

2c. Project Characteristics - Include a list of all federal, state and local permits and approvals required for the project and a
schedule for obtaining such permits and approvals.

30
The anticipated permits associated with the development of the project include the following:

„„ Land Disturbance Permit through the Montgomery County’s and the Town of Blacksburg’s offices. This permit requires
the preparation of an Erosion and Sediment Control plan.
„„ Virginia Stormwater Management Program (VSMP) Permit through the Virginia Department of Conservation and
Recreation (DCR). This permit requires the preparation of a Stormwater Pollution Prevention Plan (SWPPP).
„„ Land Use Permit through the Virginia Department of Transportation (VDOT).
„„ Virginia Department of Environmental Quality (DEQ).
„„ Conditional Use Permit (Town of Blacksburg).
„„ Demolition of former Blacksburg High School structure (DEQ and Town of Blacksburg).
„„ Certificate of Occupancy (Montgomery County).
„„ Certificate of Occupancy (Town of Blacksburg).

The procurement process of these permits is included in our project schedule. The experience of our team in working in Mont-
gomery County and the Town of Blacksburg with these agencies will be critical in expediting the design and construction of these
projects. We have documented the timeline for these permits on the enclosed project schedule.

2d. Project Characteristics - Identify any anticipated adverse social, economic, and environmental impacts of the project.

No adverse social or economic impacts are anticipated with this project. Given that both projects are listed as part of the
approved Capital Improvement Program, little or no opposition is expected. If opposition does occur, a series of community

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dialogue meetings will be held to inform and mitigate concerns.

After examining the site for the proposed Blacksburg High School, our proposed options calls for locating the athletic fields with
lights away from closely sited residential areas to minimize any anticipated environmental impact.

2e. Project Characteristics - Identify the projected positive social, economic, and environmental impacts of the project.
Montgomery County is comprised of several distinct and diverse communities – each with a unique character. The proposed
school construction projects impact each community – and the entire county - in a very positive way. The crisis generated as
a result of the collapse of the Blacksburg High School gymnasium caused the entire county to recognize the inter-connective
nature of the County’s communities. The economy of Montgomery County’s communities is intricately linked together – as resi-
dents of Riner commute to Blacksburg to work and shop in Christiansburg while some professors at Virginia Tech prefer to live in
Christiansburg. The communities of Riner, Pilot and the remainder of southern Montgomery County, while on the eastern side
of Interstate 81, are an integral part of Montgomery County. The Town of Blacksburg and the entire northern portion of Mont-
gomery County served by the Blacksburg High school and the Blacksburg Middle School are home to Virginia Tech, the Corporate
Research Center at Virginia Tech and numerous technology companies whose employees live, work and shop throughout the
County. Today, these economic engines are stalled as many examples exists of businesses unable to attract new employees and
recruits unwilling to move into the area and enter the uncertainty of the situation. Of the 10,000 students in the County school
system, over 20 percent of them are currently displaced from their home learning community of Blacksburg or attend schools in
Auburn that are outdated, ill-fitted and in need of immediate replacement. Our proposed project provides significant economic
impact by assisting the County in providing quality educational facilities in the Auburn educational strand and re-opening the
school facilities in the Blacksburg strand.

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We believe the economic impact of launching this project will demonstrate a commitment to the high quality of education that
will cause immediate positive economic impacts. We also believe the acceptance of our proposal will result in the economic
impact of a much lower burden on the taxpayers of Montgomery County than originally projected to resolve the crisis.

The proposed projects also provide significant positive social impacts for the County as well. Each facility to be constructed not
only to serve the students who attend the schools, but the greater community as well. The Auburn High School and the new Au-
burn Middle School will be equipped with public community space and auditorium space capable of hosting community perfor-
mances and community social events. The sports facilities and practice fields at the Auburn High School/Auburn Middle School
complex will provide enhanced quality of life experiences for the residents of the southern portion of Montgomery County. The
large site for Blacksburg High School provides an opportunity for the County to work with the Town of Blacksburg to offer new
recreation spaces.

Finally, we propose that all of the structures serve as tremendous examples of the latest, most energy efficient construction prin-
ciples. Not only do we believe the buildings can achieve LEED certification, we believe they can be designed as dynamic environ-
ments of learning about energy efficiency and environmental planning.

2f. Project Characteristics - Identify the proposed schedule for the work on the project, including the estimated time for
completion.

Refer to Volume 2, Section B.

2g. Project Characteristics - Propose allocation of risk and liability for work completed beyond the agreement’s completion
date, and assurances for timely completion of the project.

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MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

English Construction Company assumes traditional risk and liability for contractor delays beyond the completion date, subject to
mutually agreed upon time and conditions.

2h. Project Characteristics - State assumptions related to ownership, legal liability, law enforcement and operation of the
project and the existence of any restrictions on the School Board’s use of the project.

The schools to be designed and built under this proposal are for the use of Montgomery County Public Schools and there are no
restrictions on usage. The safe operation, law enforcement, and legal liability of the schools will be the responsibility of Mont-
gomery County Public Schools and Montgomery County after the facilities are turned over upon Substantial Completion of the
projects.

2i. Project Characteristics - Provide information relative to phased openings of the proposed project prior to completion of
the entire work.

We anticipate a project schedule that will not require a phased occupancy of any of the buildings. A phased construction ap-
proach at the Auburn site will enable the new Auburn HS will be occupied upon the completion of the project. Then the old
Auburn High School will be renovated as Auburn Middle School. Upon the completion of that project, the students will move
into the newly renovated school and then the old Auburn Middle School will be demolished and the building pad area developed
as site amenities.

At the Blacksburg High School site, the project will be Substantially Complete before the building is occupied, which will free up
Blacksburg Middle School to operate as a Middle School again.
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2j. Project Characteristics - List any other assumptions relied on for the project to be successful.

In order to meet the expedited project schedule as presented in this proposal, we assume that Montgomery County and the
Town of Blacksburg will work with the development team to expedite conditional use permits (BHS), site disturbance permits
and building permits. The new high school projects will be designed and constructed on a fast track basis in order to expedite
the schedule as well as capture the competitive bid market.

Additional assumptions have been made in the Project Budget and are reflected in that section of this proposal.

2k. Project Characteristics - List any contingencies that must occur for the project to be successful.

Project Contingency for design and construction has been included in the project budget in that section of this proposal. Sched-
ule contingencies may require that one or more of the projects be occupied in the middle of the school year. The development
team will work with the School Board to minimize the impact to learning while transitioning into the new and renovated schools.

The facilities will be designed to meet the Virginia Uniform State Building Code – 2009, which incorporates the International
Building Code (IBC) 2009. Unless specifically noted otherwise in the project program, the project designs will follow the recom-
mendations of the Virginia Public School Facilities Guidelines.

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

3a. Project Financing - Provide a preliminary estimate and estimating methodology of the cost of the work by phase, seg-
ment, or both.

3b. Project Financing - Submit a plan for the development, financing, and operation of the project showing the anticipated
schedule on which funds will be required. Describe the anticipated costs of and proposed sources and uses for such funds,
including any anticipated debt service costs. The operational plan should include appropriate staffing levels and associated
costs. Include supporting due diligence studies, analyses, or reports.

3c. Project Financing - Include a list and discussion of assumptions underlying all major elements of the plan. Assumptions
should include all significant fees associated with financing given the recommended financing approach. In addition com-
plete disclosure of interest rate assumptions should be included. Any ongoing operational fees, if applicable, should also be
disclosed as well as any assumptions with regard to increases in such fees.

3d. Project Financing - Identify the proposed risk factors and methods for dealing with these factors.

3e. Project Financing - Identify any local, state, or federal resources that the proposer contemplates requesting for the proj-
ect. Describe the total commitment, if any, expected from governmental sources and the timing of any anticipated commit-
ment. Such disclosure should include any direct or indirect guarantees or pledges of the School Board’s credit or revenue.

3f. Project Financing - Identify the amounts and the terms and conditions for any revenue sources.

3g. Project Financing - Identify any aspect of the project that could disqualify the project from obtaining tax-exempt financ-
33
ing.

For items 3a-3g, refer to Volume 2, Section E.

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

4a. Project Benefit and Compatibility - Identify who will benefit from the project, how they will benefit and how the project
will benefit the overall community, region, or state.
Our proposal offers significant benefits to several groups in the community and not only does it benefit each individual commu-
nity, it also benefits the County as a whole.

a. We believe the students of Auburn High School and their parents will support this proposal once they have the
opportunity to review this proposal.
1. The Auburn strand students will soon be in new school facilities as we move the “Next In Line” facilities to the
“Top of the Line.” Our proposal allows the School Board and the Board of Supervisors to keep its promise to the
Riner and Pilot communities that construction on the new Auburn High School would remain a top priority for
Montgomery County. Initial planning and design work has been conducted and the community is poised to
move forward with a more detailed planning and design phase.
2. These students will benefit from safer, newer athletic facilities. Our proposal includes completely rebuilt athletic
parks that will be shared by the students at Auburn High School and Auburn Middle School.
3. These students who participate in special programs, such as the equestrian program will benefit from new
facilities. Our initial conversations with the Auburn High School and Auburn Middle School principals and
teachers has revealed a keen interest in some very unique programs, which will be incorporated in our final
design in the Detail Stage.

b. The students of northern Montgomery County will benefit from our proposal.
1. Students attending Blacksburg Middle School (in Christiansburg) and Blacksburg High School (at the Blacksburg
Middle School) will return to educational facilities designed for them. In the aftermath of the collapse of the
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gymnasium, the students attending Blacksburg High School and Blacksburg Middle School have encountered
significant disruption in their education. Our proposal provides a rapid cost-effective solution to construct the
new Blacksburg High School and return students to educational facilities designed for their education.
2. The students of Blacksburg High School will benefit from having all of their athletic facilities, for both practice and
competitions, on the same campus with their academic facilities. They will no longer have to travel across town to
participate in or attend sports events, and the newfound flexibility might also give student-athletes more
opportunities to participate in additional extracurricular activities that take place indoors.

c. The Blacksburg community will benefit from an immediate solution to the Blacksburg High School crisis. Businesses
in the Blacksburg community will benefit from a resolution to the lack of a high school in Blacksburg. The greatest
concern for many county residents who reside in the Blacksburg educational strand remains uncertainty. The lack of a
plan to construct the new Blacksburg High School and the lack of a timeline for such construction continue to
undermine their confidence in the region and the school system. More and more parents contemplate removing their
children from the school system and more and more businesses, including Virginia Tech, are impacted by the lack of a
high school facility in the community. We propose a solution to this uncertainty.

d. The School Board will benefit from the sale of the old Blacksburg High School site and the former Blacksburg Middle
School site. For several years, the School Board has attempted to sell the old Blacksburg Middle School site. We
believe our proposal could assist in the sale of that site or a portion of the site. We believe our proposal assists the
Town of Blacksburg in purchasing the former Blacksburg High School site.

e. Students displaced from the converted former Christiansburg Middle School will be returned to their educational

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

environment. We understand that students from the entire County, not just Blacksburg have been impacted by this
crisis, and we propose to allow for the return of these students to the former Christiansburg Middle School site in the
very near future.

f. The Riner and Pilot communities benefit from our proposal. For the past few years, several residential communities
have developed in the Riner and Pilot communities. By constructing new educational buildings, the County’s
adoption of our proposal provides overall positive benefits to the communities.

4b. Project Benefit and Compatibility - Identify any anticipated public support or opposition, as well as any anticipated gov-
ernment support or opposition, for the project. 4c. Project Benefit and Compatibility - Explain the strategy and plans that will
be carried out to involve and inform the general public, business community, and governmental agencies in areas affected by
the project.

We are confident that our proposal will receive significant community support.

a. In Riner and Pilot - We believe the students of Auburn High School and their parents will support this proposal. Our
proposal incorporates the general initial planning and design already undertaken and moves the project closer to
reality by providing financing plans to make the overall construction project viable. We believe the students of Auburn
Middle School and their parents will support this proposal. The School Board has stated that the educational facilities
currently utilized by middle school students are not acceptable. We believe the students and their parents who use the
current facilities agree and will support our proposal to renovate the existing Auburn High School building into a new
middle school. We believe the communities of Riner and Pilot will support our proposal. We will attempt to utilize local
35
contractors and, given our collective economic impact in the County already, we believe the communities will support
our proposal. Also, we believe the communities will support our proposal to bring this educational construction project
to completion in a timely and cost-effective manner.

b. In Blacksburg - We believe the students of Blacksburg High School and their parents will support this proposal. The
students in Blacksburg High School and their parents desire to return to a learning environment designed for them. The
current solution works, but everyone recognizes it is having an impact on the education of the students. The
construction of a high school facility on the County’s parcel of land near the new high school stadium will fulfill the
long-range plans of this community and bring their temporary educational arrangement to an end. We believe the
students of Blacksburg Middle School and their parents will support this proposal. Today, even under the best
circumstances, middle school children may spend up to one hour on the bus to make the commute to Christiansburg.
The traffic situation generated by the current arrangement at both the Price’s Fork location and the Christiansburg
location causes continued stress. We provide certainty that the commute to Christiansburg for students attending
Blacksburg Middle School will end. We recognize the considerable funds that have been devoted to making the former
Christiansburg Middle School location a suitable educational environment; and yet, it is still does not provide the
educational environment that the uniquely designed Blacksburg Middle School (and Christiansburg Middle School)
locations provide. The Blacksburg Middle School students need to return to the facility designed for their educational
experience. We believe that the business community in Blacksburg, which has been significantly impacted by the
opinions of employees and future employees about the future of Blacksburg High School, will strongly support our
proposal to move forward with the construction of a new high school in Blacksburg.

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

c. In Montgomery County - We believe the Board of Supervisors will support our proposal as we have attempted to
address all of the conditions placed on the construction projects in the resolution of the Board of Supervisors endorsing
the project. We believe the taxpayers of Montgomery County will support our proposal as we have provided
alternatives to the dramatic tax increase first proposed for the construction of these facilities. Further, we have
provided the alternative of private financing which may delay tax increases or allow for more moderate stepped
increases without significant additional overall costs to taxpayers. Regarding any potential opposition to our proposal,
while we are aware that there appears to be some people in the County who may desire to utilize the County’s
traditional design-bid-build process for constructing high schools, we believe that upon full consideration the PPEA
proposal will be viewed positively.

4c. Project Benefit and Compatibility - Explain the strategy and plans that will be carried out to involve and inform the general
public, business community, and governmental agencies in areas affected by the project.

Following adoption of the proposal, we intend to engage the community in a very involved public information process. We
believe that under the leadership of the School Board, we can conduct simultaneous public information sessions throughout
the County to explain the PPEA proposal and the PPEA development process to the general public, the business community and
governmental agencies throughout the County

4d. Project Benefit and Compatibility - Describe any anticipated significant benefits to the community, region, or state, in-
cluding anticipated benefits to the economic condition of the School Board and whether the project is critical to attracting or
maintaining competitive industries and businesses to the School Board, Montgomery County, or the surrounding region.

36
As discussed throughout the proposal, we believe our proposal will result in significant economic development benefit to the
entire county and region. A significant portion of Montgomery County’s economic development requires attracting a highly
educated workforce. The schools to be constructed under our proposal will contribute to economic development efforts in the
County.
4e. Project Benefit and Compatibility - Describe compatibility with the local comprehensive plan, local infrastructure develop-
ment plans, the capital improvements budget, or other government spending plan.

Montgomery County 2025 Comprehensive Plan, the County’s Comprehensive Plan, provides three main educational goals

Montgomery County recognizes that educational assets contribute significantly to the quality of life in Montgomery County, sur-
rounding counties, and communities and increase economic opportunity and development. The educational resource goals focus
on three primary goals:

1. Provide high quality, life-long educational facilities and program;


2. Provide life-long learning opportunities, including giving adults and students the skill sets to succeed in the market
place; and
3. Develop and support effective non-traditional educational facilities and programs.

Under the goals section for educational resources, the adopted plan calls for the following:

„„ EDU 1.0 Educational Facilities and Opportunities: Provide high quality, lifelong educational opportunities and
facilities throughout Montgomery County.

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

„„ EDU 1.1 New and Existing Educational Facilities: Address current and future educational facility and program needs in
Montgomery County through a cooperative approach between Montgomery County, Blacksburg, Christiansburg,
citizens, the business community, and the Montgomery County Public Schools.

On a County-wide level, we believe our proposal addresses both of these goals through the design of facilities that not only offer
high quality lifelong education opportunities for use but also involve the cooperative approach that is fundamental to the PPEA
process.

The Montgomery County 2025 also includes planning guidance on the village concept, a designation given to communities in
County such as Riner. Regarding schools, the plan contains the following planning assumption:

„„ Schools will be expanded or added to meet any increase in student population

The Riner Village Plan, a later adopted portion of the Montgomery 2025 provides several planning policies relevant to our pro-
posal. These policies provide:

„„ RVP 5.0 Educational Resources

„„ RVP 5.1: School Campus Approach: Maintain all three schools in Riner on a single campus. Future facilities should be
located on the existing campus.

„„ RVP 5.2 Adequate Educational Facilities. Work with the residents and the Montgomery County Public Schools to ensure
that there are adequate educational facilities which meet the broad range of needs in Riner and the surrounding area. 37

„„ RVP 5.3 Safe Routes to Schools. Work with the Parent, Teacher organizations (PTOs) at Auburn Elementary, Auburn
Middle, and Auburn High School to develop and construct safe pedestrian friendly facilities which encourage students
in the Village of Riner to walk to school. Safe facilities may include special crosswalks, lighting, sidewalks, and other
pathway facilities.

„„ RVP 5.4 Multi-Use Agreement. Develop multi-use agreements with the Montgomery County Public Schools which en
courage the public use of school facilities for community.

Our proposal adheres to these policies. All three schools remain on a single campus (RVP 5.1), the two new construction proj-
ects will provide more than “adequate” educational facilities (RVP 5.2), and we will work with MCPS to develop spaces at the
schools that enable and encourage appropriate public use. Finally, we will work the County, MCPS and the local community to
develop safe routes to the new schools within the site and its immediately adjacent area.

Regarding the Town of Blacksburg, we believe our proposal is consistent with the planning guidance provided by the Town of
Blacksburg.

Blacksburg 2006 -2046, the Town of Blacksburg Comprehensive Plan, recognizes that the schools in Blacksburg are regional and
serve residents of the County outside the Town of Blacksburg. “Serving from the Town of Blacksburg, the Village of Prices Fork,
Merrimac, Ellett Valley , and other northern areas” of the County. The Town’s comprehensive plan also provides that:

As the primary and secondary school student population continues to grow, greater stress will be placed on existing
school facilities. A challenge for the future will be to help the Montgomery County School Board anticipate potential

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P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

facility needs, to plan new facilities so that they are seamlessly integrated into the community, and to begin acquiring
land so that it will be available for future use. The joint use of all public facilities, particularly schools, with other
compatible civic uses such as recreation, will maximize the use and cost efficiency of public education facilities in the
community. The future of the schools in Blacksburg is critical to the continued strength of the community. When
planning for new sites, the future needs of the entire community must be considered.

The Town’s comprehensive plan also addresses the status of the old Blacksburg Middle School Site noting that the “[f]uture of
the old middle school site in Downtown has become a topic of debate in the community.” The plan notes that the site is de-
signed as “a mixed use area with a recommended combination of residential, commercial and civic uses “ and that the site “is a
vital component of the Town’s Downtown area.” Further, in the Downtown Revitalization portion of the comprehensive plan,
the Town’s Economic Development Objectives and Action Strategies (Downtown Revitalization) provides:

Work with the Montgomery County School Board and Board of Supervisors to create a transition plan for the former
Blacksburg Middle School site that contributes to the vitality of the Downtown, Blacksburg’s economy, and the goals of
the Comprehensive Plan.

The Town’s comprehensive plan also provides significant guidance on mixed-use and regional use public facilities. We believe our
proposal is consistent with the Town’s comprehensive plan. In the Objectives and Action Strategies of Public Use Facilities sec-
tion, the plan calls for the following:

Work with Montgomery County Boards and Agencies, Town of Christiansburg, Virginia Tech, and other public and
private agencies to plan for future needs, develop shared facilities, and provide joint-use of existing facilities.
38

Work with Montgomery County to keep community resources on existing school properties.
Further, while the Blacksburg High school structure will be a County facility, we note that its construction will be consistent with
many of the goals of the Town of Blacksburg for the construction of public facilities:

Provide public facilities that serve as examples of the desired development quality in Town.

1. Design facilities for efficient and cost - effective operations over the expected life of the facilities that allows for
maximum site utilization while providing optimum service to, and compatibility with, the surrounding
community.
2. Design and construct new government buildings that are LEED certified. As older existing buildings are
renovated, design and construct the renovations to achieve LEED certification.
3. Provide facilities to meet existing and anticipated community needs (e.g., recreational, daycare, educational,
etc.).
4. Ensure that development occurs consistent with the adequacy and accessibility of existing facilities and is phased
in accordance with the provision of new facilities and services.
5. Emphasize efficient facilities and service delivery systems and develop public facilities as components of regional
programs where feasible.
6. Consider privatization or re-engineering of local government functions and services before expanding
government-provided services.
7. Pursue technology initiatives to provide additional access to Town and County services.

We recognize a conditional use permit currently exists on the parcel where the new Blacksburg High School building will be

FIRSTCHOICE
P u b l i c - P r i va t e Pa r t n e r s
MONTGOMERY COUNTY PUBLIC SCHOOLS
PPEA FOR NEW HIGH SCHOOLS/RENOVATED MIDDLE SCHOOL

constructed and that the conditional use permit will need to be amended. The Town has noted in the Southwest Planning Sec-
tor portion of the Blacksburg Comprehensive Plan that the “area to the west of the Stroubles Mill subdivision is a Montgomery
County Public School campus with Kipps Elementary, Blacksburg Middle School, land for a future high school site, football sta-
dium and other athletic fields. In the “Southwest Sector Planning Characteristics,” the plan notes that:

Kipps Elementary and Blacksburg Middle School are located within walking distance for residents of Hethwood.
There is also a community gymnasium, athletic fields, and a planned stadium for use by Blacksburg residents. The
area south and west of Kipps Elementary school and the middle school is well suited for the expansion of community
facilities such as a new school or district park for formal, active recreation.

We believe the location of the new Blacksburg High School on the School Board’s campus in the Southwest Planning Sector of
the Town of Blacksburg is consistent with the planning guidance provided by the Town and its residents.

4f. Project Benefit and Compatibility - Provide a statement setting forth participation efforts that are intended to be under-
taken in connection with this project with regard to the following types of businesses: (1) minority-owned businesses, (ii)
woman-owned businesses, and (iii) small businesses.

FirstChoice will work with Montgomery County Public Schools to maximize opportunities to involve minority-owned, woman-
owned, and small businesses in the project. Both Moseley Architects and Anderson & Associates are certified small-businesses
with the Commonwealth of Virginia.

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P u b l i c - P r i va t e Pa r t n e r s

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