DEC's Proposal

Discovery Educational Consultants LLC – New Municipal School District Proposal for Orem City
Proposal for New

School District
Feasibility Study for
the City of Orem
March 2, 2022
Submitted by:
Discovery Educational Consultants LLC

497 Golden Pheasant Drive, Draper UT 84020
Phone: 801-244-3326
Email: [email protected]
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497 Golden Pheasant Drive, Draper UT 84020
801-244-3326
[email protected]
March 2, 2022
Mr. Jesse Riddle

Orem City Legislative Counsel
Orem City Hall
56 N. State Street
Orem, UT 84057
Dear Mr. Riddle:
Discovery Educational Consultants LLC (Discovery) is pleased to present this proposal to conduct a
feasibility study for the City of Orem (Orem) for the possible creation of a new Orem City school district.
We believe our team is uniquely qualified to provide Orem with objective guidance, facts and information
based on our experience with similar projects.
Discovery Educational Consultants LLC Organization

Our Discovery Team, Mr. Michael D. Wankier, Dr. Paul J. McCarty and Mr. F. LaVar Christensen, have
collectively over 60 years of experience and involvement in numerous markets, educational studies, real
estate, financial and strategic planning research that have provided thorough analysis of the pertinent issues
and objective recommendations similar to those requested in your RFP.
Discovery focuses on providing services to public and private clients involving various financial and
viability studies. Though Discovery Educational Consultants was formally organized recently as a legal
entity, collectively the principals of Discovery Educational Consultants LLC (Discovery) have multiple
years of knowledge and experience in public education, public school administration, school district
management, municipal government, school district split, feasibility & assessment, financial studies, real
estate assessment, university research and instruction, business and financial management, and educational
studies.
It is understood the criteria for evaluation of our Proposal will include the following. Therefore, we will
strive to address each of the criteria below.
1. Experience related to a school district split.

In 2007, Dr. McCarty was involved as a community leader and former member of the Draper City Council,
with the cities of Cottonwood Heights, Midvale, Alta, Sandy, Draper and Salt Lake County. An interlocal
agreement between the five (5) cities was formed to create a coalition, in accordance to 2007 Utah Code
53A-2-118.1, to create a new school district on the east-side of Salt Lake County. Forming the new school
district necessitated the splitting of Jordan School District. The voters of the cities mentioned above
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approved the creation of the new school district in the General Elections held in November 2007. The new
district was later named the Canyons School District. In June 2008 Dr. McCarty was elected as one of the
first school board members of Canyons School District. After the creation of the new school district Dr.
McCarty’s responsibilities included working with the mayors and city councils of the five cities during the
18 months ‘start-up period for the new school district, prior to the new district assuming full operations and
Local Education Authority (LEA) responsibilities. Dr. McCarty’s experience as a successful public-school
administrator, a former Utah Transit Authority (UTA) Director, and a university professor of education
gave him the expertise and skills necessary to represent Canyons in resolving and reaching final agreement
of the transition of assets, arbitration, and bond indebtedness between Jordan School District and Canyons.
Dr. McCarty’s involvement in the negotiations lasted until 2010 when final agreement and resolution with
Jordan School District was reached. This process was required by Utah Code for a split of an existing
school district and the organization and creation of a new one. Dr. McCarty continued to work closely
with the 5 mayors and city councils until 2012. The city mayors and Salt Lake County were extremely
helpful and supportive in helping Canyons assume the Local Education Authority (LEA) on July 1, 2009
when Canyons become responsible for all its students learning, teacher instruction, and full school district
operations.
In 2008 Dr. McCarty worked with Utah House Representative Greg Hughes and State Senator Michael
Waddoups in creating the “School District Division Funding” bill that created a School District Division
Capital Equalization Account; transfers General Fund monies to the account; requires the State Board of
Education to make allocations, for a certain period of time, to the remaining portion of a school district that
has been divided.
2. Experience related to the management of a school district.

Dr. McCarty served 4½ years as one of the first elected members of the Canyons Board of Education. His
responsibilities included the supervision of the management of Canyons School District, hiring and
evaluating of a superintendent and chief financial officer (business administrator), management of Board
Policy, planning student services, goal-setting and long-range planning, adopting curriculum, establishing
budgets, engaging parents, being good fiscal stewards, acting in the best interest of the school district and
within the scope of the school board legal authority, and creating community relations programs. Dr.
McCarty responsibilities included the Canyons architectural committee responsible for the design, new
construction and rebuild of many elementary and secondary schools, including Corner Canyons High
School. Dr. McCarty served 40 years in the Granite School District, of which 30 years were in district
office leadership positions, administration, and public-school principal. His responsibilities included the
administration of student educational equity services, grant writing, Utah Legislature liaison, day-to-day
operations of public schools, evaluation of staff. Dr. McCarty worked to create a safe learning and physical
environments, set performance goals both for students and teachers, and oversaw the process so that those
goals are attained. Dr. McCarty taught over 30 at Brigham Young University (BYU) years as an adjunct
professor for the Departments of Education, Family Life and Psychology. His responsibilities included
research and national presentations (see McCarty VITA/resume) in Best Practices of education leadership,
school and district management, student learning and teacher instruction.
3. Experience related to the assessment of a school district split.

Prior to the 2008 split of the Jordan School District, Dr. McCarty assisted Utah House Representative Greg
Hughes in the preparation of dividing a school district and the assessment criteria to be followed in creating
a new school district feasibility study. In 2007 Alta, Cottonwood Heights, Draper, Midvale, Sandy and Salt
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Lake County commissioned a financial feasibility study about breaking away from Jordan School District,
the state's largest school district at the time. Dr. McCarty did not participate in the compilation, writing or
official presentation of the final financial feasibility study. However, as a volunteer he worked closely with
the government entities (east side cities and Salt Lake County) that helped collect the data and information
necessary for the study.
4. Experience related to financial studies.

Mr. Wankier’s involvement and experience in financial feasibility studies and viability projects have
included conference centers, convention centers, arenas, sports complexes, civic centers, mixed-use
development projects, tourist attractions and other development projects. His clients have included
educational institutions, destination marketing organizations, authorities, municipalities, chambers of
commerce, private developers/operators, non-profit organizations, and other entities involved in the
businesses of automotive sales and service, convention/meeting, sports/entertainment and
tourism/hospitality industries.
Dr. McCarty has been involved in multiple public school evaluative studies researching and organizing
financial data and criteria needed to determine the type and quality of educational necessities required to
meet the Granite School District's future needs. The primary goal of the feasibility studies was to help the
Granite School District understand what it has in terms of school facilities and what is needed to satisfy
anticipated changes in future capacity needs and educational programs.
Mr. Christensen served as an elected state representative in the Utah House of Representatives for eight
years. He was the Chair or Vice-Chair of the numerous Standing Committees in the Utah Legislature. The
one directly related to financial studies was the Public Education Appropriations Committee. His
responsibilities included working with the Utah Governor in the preparation of the public education budget.
Mr. Christensen was involved in the budget and financial studies, the review process, and the legislative
approval. He worked with the legislators altering the budget as necessary and pass a final appropriations
bill.
5. Experience related to real estate assessment and values.

Mr. Wankier, as the former Chief Financial Officer (CFO) and Executive Vice President of the Larry H.
Miller Management Corporation in Salt Lake City, Utah, has rich experience in real estate assessment and
values has been in the evaluation of the financial feasibility for various projects including: business
acquisitions, commercial real estate construction, large event arenas, remodel, sports complexes, mixed-
use development projects, and other real estate development projects. The Larry H. Miller Corporation was
a regional conglomerate of family-owned businesses in automotive sales and service, auto finance, auto
ancillary products, movie theater exhibition, professional sports (including Utah Jazz Basketball), real
estate management, and other related businesses.
Discovery’s legal counsel, Mr. Christensen has broad and in-depth experience in real estate law, real estate
assessment and values, real estate transactions, land use and planning. He has been involved in the real
estate developments of numerous projects and properties in California and Utah. He is President of the
Draper Land Development Company. He has title insurance and real estate licenses.
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6. Awards or achievements received by your company or personnel who will be involved in

completing the Study.
Mr. Wankier, a CPA licensed in the State of Utah, has received many commendations in his work with
complex consolidations, designing reporting process for bank compliance and board governance, financing
of operations, acquisitions and real estate. He was rated an exceptional performer at KPMG and Arthur
Andersen, providing audit, tax and advisory services. As the Chief Financial Officer and Vice President of
Finance for the Larry H. Miller Management Corporation, his achievements included: 1) Selling of the
majority interest in Utah Jazz Basketball; 2) Refinancing of the Vivint SmartHome Arena; 3) Coordinated
financing for multiple automotive dealership acquisitions; 4) Implementation of One Stream system for
consolidation of disparate entities & data sources; 5) Developed format and process for board reporting; 6)
Coordinated data warehouse development and data analysis process for management company.
Dr. McCarty was recognized as United States Air Force Distinguished Civic Leader. Honored by Major
General Charles A. Horner (CINC NORAD), for non-military roles in Operations Desert Shield and Desert
Storm in conjunction with 388th & 419th Fighter Wings. He received a Distinguished VIP Tour of multiple
national Air Force Installations including United States Air Force Academy, Hill AFB, Mountain Home
AFB, Peterson AFB, North American Aerospace Defense Command (NORAD), United States Northern
Command (USNORTHCOM) headquarters, and Air Force Space Command Headquarters, Cheyenne
Mountain AFB, and Falcon AFB. He received the UTA Outstanding Service Award for his service as the
Utah Transit Authority (UTA) Board Director of Light Rail Development & Construction and Vice
President of the UTA Board of Directors prior to the 2002 Winter Olympics in Salt Lake City.
Among his UTA responsibilities was the research and development of viability and feasibility studies which
included the Light Rail/TRAX Final Environmental Impact Study and the UTA Preliminary Engineering
for Light Rail/TRAX Construction Reports. He also spent three years as the UTA Board Director
responsible for Internal Audits and transportation feasibility studies. He was honored twice (1990 & 1993)
as Utah Public School Administrator and Principal Recognition – Utah House & Senate Joint Resolution.
He was honored as ‘Innovator of the Year’ by the Utah Association of Elementary School Principals. Other
honors and recognitions include the Jon & Karen Huntsman Award for Excellence in Education, Granite
School District Principal of the Year, Utah Principal of the Year; National Instructional Technology Leader
by – The Smithsonian Institute, Washington DC. Canyons School District Outstanding Service Award.
James E. West Fellow – Boy Scouts of America National Endowment Award for Service.
7. The educational and professional qualifications of the individuals involved in completing the study.
(Please see page 40 for complete VITAS/Resumés)
Michael D. Wankier, former Chief Financial Officer (CFO) and Executive Vice President of the Larry H.
Miller Management Corporation in Salt Lake City, Utah. The Larry H. Miller Corporation was a regional
conglomerate of family-owned businesses in automotive sales and service, auto finance, auto ancillary
products, movie theater exhibition, professional sports (incl. Utah Jazz Basketball), real estate management,
and other related businesses. Mr. Wankier is a licensed CPA in the State of Utah. His college degrees are
from Southern Utah University. Mr. Wankier’s professional experience includes complex consolidations,
including foreign operations while managing large financial and accounting departments.
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Mr. Wankier currently serves on the Board of Trustees at Southern Utah University. Throughout his career,
Mr. Wankier has been involved in the evaluation of the financial feasibility for various projects including:
business acquisitions, commercial real estate construction, large event arenas, remodel, sports complexes,
mixed-use development projects, and other real estate development projects. His clients have included
other entities involved in the businesses of automotive sales and service, convention meeting, sports
entertainment and tourism/hospitality industries.
Dr. Paul J. McCarty served 40 years in the Granite School District as a public-school principal and district
office administrator. He has an undergraduate degree from the University of California at Berkeley. His
Masters and Doctorate were earned from Brigham Young University. He taught over 30 years at Brigham
Young University in the Departments of Education, Family Life and Psychology as an adjunct professor.
Dr. McCarty has been a visiting lecturer of education issues at Johns Hopkins University. Dr. McCarty
served as the Utah Transit Authority (UTA) Board Director of Light Rail Development & Construction and
Vice President of the UTA Board of Directors prior to the 2002 Winter Olympics in Salt Lake City. Among
his UTA responsibilities was the research and development of viability and feasibility studies which
for Light Rail/TRAX Construction Reports.
Dr. McCarty also spent three years as the UTA Board Director responsible for Internal Audits and
transportation feasibility studies. Dr. McCarty has been involved in multiple public school evaluative
studies researching and organizing data and criteria needed to determine the type and quality of educational
necessities required to meet the Granite School District's future needs. The primary goal of the feasibility
studies was to help the Granite School District understand what it has in terms of school facilities and what
is needed to satisfy anticipated changes in future capacity needs and educational programs.
Utah attorney F. LaVar Christensen is our legal consultant. Mr. Christensen received a B.A. from
Brigham Young University and a J.D. from the University of the Pacific. During his time in law school,
Christensen was a legislative assistant for the Governor of California (1978), and also a judicial law clerk
(1979-1980). His legal practice includes school & education law, real estate law, business law, family law,
civil litigation & appeals, criminal law, government regulations and public policy. He served as an elected
member in the Utah House of Representatives for eight years.
Mr. Christensen served as Chair or Vice-Chair for many of the following Stading Committees: Judiciary,
Public Education, Law Enforcement and Criminal Justice, Health & Human Services, Business &
Economic Development, Retirement & Independent Entities, Public Education Appropriations Committee,
Utah Constitution Revision Commission, Judicial Review Committee, Utah Commission on Civic &
Character Education, Water Law, Parental Rights, and Child Welfare. Representing the State of Utah, he
was a member of the U.S. Trade Mission to Israel and Jordan with the Utah Governor and Utah Office of
Economic Development.
8. Conflicts of interest that may impair the ability to be impartial. Please see the signed ‘Conflict of
Interest’ section of our Proposal (pages 11–15).
9. The amount (not to exceed) of the study.
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Our bid for completion of the study is $30,000. (Please see “Discovery Bid, Cost, Fee Schedule, Proposed
Date of Study Completion, Work Sessions, Council Presentations and Final Report”, page 27). Discovery
brings an experienced project team, educational, institutional and industry knowledge, and the ability to
communicate results in a manner that has proven effective for others we have served facing similar issues.
10. Whether the applicant has experience in implementing the Study.

Dr. McCarty has been involved in multiple public school district evaluative studies researching and
organizing financial data and criteria needed to determine the type and quality of educational necessities
required to meet the Granite School District's future needs, and similar experience in implementing studies
in Canyons School District while serving as a Board Member. The primary goal of the feasibility studies
was the same for both the Granite School District and Canyons School District. The goal was to help
understand existing school operations and facilities, and what is needed to satisfy anticipated changes in
future capacity needs and educational programs.
11. The time it will take your company to complete the study.
We are committed to providing the Orem with the required resources to perform the requested scope of
work and services in a timely manner. Discovery will complete the proposed scope of services withing
6-8 weeks after the contract is award (page 27). If Orem has a hard completion date that is sooner,
Discovery will meet that date, assuming:
(i) that Discovery is retained to start within the next few working days;
(ii) that the necessary Alpine School District information is readily available; and,
(iii) that district staff is accessible and cooperative in providing information as well as to respond
in a timely fashion to clarifying questions. Should this become an issue, Discovery will
communicate such to Orem city staff to seek a timely resolution.
Our Commitment
It is the intent of Discovery Educational Consultants LLC (‘Discovery’) to produce a well-written feasibility
study with objective guidance, facts and information based on our experience with similar projects. We
will address three key educational components critical to determining the feasibility of a new municipal
school district for Orem City (‘Orem’):
(a) legal and regulatory issues,
(b) operational issues,
(c) fiscal issues.
Considerable information and data will be collected and analyzed as these components and the ‘Scope of
Work’ issues (see page 21, “Exhibit A – Scope of Work”) provided in the Orem Referral for Proposal
(RFP), will be addressed, researched and addressed. All the research, facts, and information Discovery
provides will help Orem leaders gain the necessary background, summary, description of operations,
research, legal and financial documents necessary to understand the creation of a new school district.
The completed study will provide Orem with a detailed analysis and report to determine the practicality,
strengths and weaknesses of creating a new school district for the Orem. This feasibility study will help
the Orem City Council, the City Mayor and Orem City leadership to do the following:
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• Plan a course of action and events to organize a new school district for the city
• Identify the challenges that could arise
• List potential outcomes, advantages and disadvantages that would come about as a result of the
creation of a new school district
The feasibility study performed by Discovery will be factual and informative and will address the following
“Scope of Work” issues.
1. Enrollment and School Boundary Analysis
2. Evaluation of Special Programs
3. Taxable Value Analysis
4. General Fund Budget Analysis
5. Capital Facilities Analysis
6. Debt and Bonding Analysis
7. Tax Burden Analysis
8. A Review of the Literature and Research Related to Enrollment Size in School Districts
Discovery will analyze the above components within the content of the following scenario: The creation
of a new Orem City School District (contiguous with the existing municipal boundaries) and the impacts
on the remaining Alpine School District, compared to the current status of remaining in the Alpine School
District.
• Discovery will also address the municipalities and communities of Vineyard and Linden, and the
prospect of students to attend Orem public schools who reside in attendance zones not currently
tied to Orem municipal boundaries (see page 20).
• Preliminary School, Student & Related Demographic Data for the City of Orem is presented in
Exhibit B (page 28).
• Discovery has prepared the proposed final Feasibility Study’s Table of Contents for the completed
Study. This can be found in “Exhibit C – Proposed Table of Content for the Completed Feasibility
Study Report” (page 32).
• Questions Orem might have about how Discovery will research, assess and present the final
feasibility study are answered in “Exhibit D - Questions about the Feasibility Study Preparation”
(page 35).
• In addition to the eight issues of the ‘Scope of Work’ that Orem requested be addressed, Discovery
will research and answer additional specific questions in its final feasibility study. These can be
read in Exhibit E – “Frequently Asked Questions from Previous School District Feasibility Studies
That Discovery Will Answer” (page 37).
The remainder of this proposal contains the information requested in your RFP, Discovery’s process of
discovery, and how the final Feasibility Study will appear.
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We look forward to the opportunity to work together with the City of Orem on this important project.
If you have any questions regarding this proposal or require any further information, please do not hesitate
to contact us.
Respectfully,
Michael D. Wankier, Discovery Managing Principal, [email protected] 801-428-7748
Dr. Paul J. McCarty, Discovery Managing Principal, [email protected] 801-244-3326
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Table of Contents
Title Page…………………………………………………………………………………..…………………………………………………………. 1
Cover Letter…………………………………………………………………………………..…………………………………………..…………. 2
Table of Contents…………………………………………………………………………………….….………………………………………. 10
Conflict of Interest Questions…………………………………………………………………………………………….………………… 11
Explanations to Two ‘Yes’ Answers - Conflict of Interest Questions …………………………….………….. 13
Executive Summary.................................................................................................................................... 16
Feasibility Study Methodology.................................................................................................................. 17
Vineyard and Linden - Prospect of students to attend Orem public schools who reside in attendance
zones not currently tied to Orem municipal boundaries……………………………………………….……………………… 20
Exhibit A – Scope of Work…………………………………………………………………………………………………….…………….. 21
Discovery Bid, Cost, Fee Schedule, Proposed Date of Study Completion, Work Sessions, Council
Presentations and Final Report…………………………………………………………………………..…….………………….…….. 27
Exhibit B – Preliminary School, Student & Related Demographic Data for the City of Orem…………………. 28
Exhibit C – Proposed Table of Content for the Completed Feasibility Study Report................................. 32
Exhibit D - Frequently Asked Questions (FAQs) about the Study’s Preparation………………………..………….. 35
Exhibit E - Frequently Asked Questions from Previous School District Feasibility Studies That Discovery
Will Answer………………………………………………………………………………………………………………..……………………..… 37
VITAS/RESUMES of Discovery Team (Michael D. Wankier, Dr. Paul J. McCarty, LaVar Christensen)…..…. 40
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Conflict of Interest Questions

City of Orem
A conflict of interest happens when an individual or business involved in multiple interests, or that
represents multiple clients, finds themselves in a decision-making situation where serving one of those
interests/clients may harm another. Conflicts of interest create a risk that the individual or the company
will act in a way that betrays their legal and fiduciary duties and obligations. Some conflicts of interest
are insignificant. Nonetheless, all conflicts of interest must be disclosed. The City of Orem retains the
sole and unfettered right to determine if a conflict of interest is significant. Intentionally failing to
disclose a conflict of interest, no matter how insignificant, is grounds for disqualifying an applicant.
For the purposes of this request, Alpine School District is an organization and "management of ASD" are
those individuals listed at https://alpineschools.org/administration/, (collectively the organization and
the individuals are referred to herein as “ASD”). Unless otherwise stated, each question should be
answered as to each individual member and as to the organization.
For the purposes of this request, the Alpine School District Board of Education is an organization
consisting of individuals (collectively the organization and the individuals are referred to herein as
“ASDB”). The board members are listed at https://alpineschools.org/administration/. Unless otherwise
stated, each question should be answered as to each individual member and as to the organization.
For the purposes of this request, the City Council for the City or Orem is an organization consisting of
individuals (collectively the organization and the individuals are referred to herein as “OCC”). The
individuals are currently listed at https://orem.org/citycouncil/. Unless otherwise stated, each question
should be answered as to each individual member and as to the organization.
For the purposes of this request, the “feasibility study” referenced in UCA § 53G-3-302 will be referred
to herein as “the Study”.
For the purpose of this request as to relations/family members, "related to" is limited to parents, life
partners, children, aunts, siblings, uncles, first cousins and grandparents or by marriage of any of these
individuals. As an example of “by marriage” – an employee of your company has a brother married to an
executive of ASD.
For the purpose of this request, the terms such as “work”, “worked”, “advice”, “advised”, “consulted”,
“compensation”, “paid”, “submitted”, “met with”, “solicited”, “proposal”, etc., shall be given the
broadest meaning possible.
Please answer the following questions. If your answer is “yes” to any question please explain your
answer on a separate page and provide documents that are applicable to the question.
1. Has your company, or any person working for your company, provided advice to ASD, ASDB or OCC?
NO
2. Has your company, or any person working for your company, consulted with ASD, ASDB or OCC? NO
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3. Is any person working for your company currently employed by ASD, the City of Orem, OCC, or ASDB?
NO
4. Has any person working for your company been previously employed by ASD, the City of Orem, OCC
or ASDB? NO
5. Has your company, or any person working your company, received any compensation (in any form)
from ASD, ASDB or OCC? NO
6. Is your company, or any person working for your company, currently contracted with ASD, OCC or
ASDB? NO
7. Has your company, or any person working for your company, communicated with ASD or ASDB
relating to the City of Orem proposing to create a school district separate from ASD? NO
8. Has your company, or any person working for your company, submitted a proposal to ASD or to ASDB
to provide products or services? NO
9. Has your company, or any person working for your company, solicited work from ASD or ASDB? NO
10. Has your company, or any person working for your company, sought advice from ASD or ASDB? YES
11. Has your company, or any person working your company, paid any compensation (in any form) to a
member of the ASD, ASDB or OCC? NO
12. Has your company, or any person working for your company, previously provided consulting or
advice to a municipality located within the boundaries of ASD? NO
13. Has any person working for your company served (or are they now serving) on the school board of
ASD? NO
14. Has your company, or any person working for your company, provided services to any person or
entity that provides services or products to the City of Orem? NO
15. Has your company, or any person working for your company, advised with a municipality, other than
the City of Orem, relating to a split of a school district? YES
16. Is any person working for your company related to any person at ASD, at ASDB or at OCC? NO
17. Has your company, or any person working for your company, been compensated, in any manner, by
ASD, ASDB or OCC? NO
18. Has your company, or any person working for your company, employed a member of ASD, ASDB or
OCC? NO
19. Other than the potential conflicts set out in the questions above, does your company, or any person
working for your company, have a conflict of interest with the City of Orem? NO
Respectfully,
Michael D. Wankier, Discovery Managing Principal
Dr. Paul J. McCarty, Discovery Managing Principal

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Conflict of Interest Questions – Explanations to Two ‘Yes’ Answers
The following are explanations to the two ‘YES’ answers in the preceding ‘Conflict of Interest Questions’.
10. Has your company, or any person working for your company, sought advice from ASD or ASDB? YES
On Jan. 21, 2022, Dr. McCarty, emailed seven public school district Business Administrators (Chief
Financial Officers) and the financial director of the Utah State Office of Education. This included Rob
Smith, ASD Business Administrator. The following question was asked to all: What financial equity
and/or school district revenue are in place in Utah so a newly created smaller school district doesn't
result in lowered revenue or financial harm to the larger, original school district after the split?
Dr. McCarty received the following answer from Mr. Smith on Jan. 24, 2022.
Mr. McCarty - There are fundamentals of equity found throughout the Minimum School Program, which
can be found at the following link - https://le.utah.gov/xcode/Title53F/Chapter2/53F-2.html?v=C53F-
2_2018012420180124. There is also a few resources available on our Alpine School District Website,
that may help you at the following link - https://alpineschools.org/business/ - please look at the data on
the left side of the page, which contains enrollment, financials, basic finance information and historical
reports and information on items like district split. I hope this is helpful to you. Please let me know if you
have any questions or anything else we can do to help. Regards, Rob
EMAIL DOCUMENTATION
Paul McCarty <[email protected]> Jan 21, 2022,
12:14 PM
to rwsmith
Mr. Smith,
As a parent and patron I have a question that I hope you can answer for me.
What financial equity and/or school district revenue are in place in Utah so a newly created
smaller school district doesn't result in lowered revenue or financial harm to the larger, original
school district after the split?
Thank you very much!

Paul McCarty
Mr. McCarty -
There are fundamentals of equity found throughout the Minimum School Program, which can be
found at the following link - https://le.utah.gov/xcode/Title53F/Chapter2/53F-2.html?v=C53F-
2_2018012420180124
There is also a few resources available on our Alpine School District Website, that may help you
at the following link
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- https://alpineschools.org/business/ - please look at the data on the left side of the page, which
contains enrollment, financials, basic finance information and historical reports and information
on items like district split
I hope this is helpful to you. Please let me know if you have any questions or anything else we
can do to help.
Regards,
Rob
--
Robert W. Smith
Business Administrator
Alpine School District
801-610-8417
[email protected]
Paul McCarty <[email protected]> Jan 24, 2022,

12:03 PM
to Rob
Thank you very much for the information, Mr. Smith.

The link to the Utah Code on minimum state funding was especially helpful.
I appreciate it!
Paul McCarty
15. Has your company, or any person working for your company, advised with a municipality, other than
the City of Orem, relating to a split of a school district? YES
A. In 2007, Dr. McCarty was involved as a parent, patron and former member of the Draper City
Council, with the cities of Cottonwood Heights, Midvale, Alta, Sandy and Draper. An inter-local
agreement between the five (5) cities was formed to create a coalition, in accordance to Utah Code, to
create a new school district on the east-side of Salt Lake County. Forming the new school district
necessitated the splitting of Jordan School District. The voters of all the cities mentioned above
approved the creation of the new school district in the General Elections held in November 2007. The
new district was later named the Canyons School District.
In June 2008 Dr. McCarty was elected as one of the first school board members of Canyons School
District. After the creation of the new school district Dr. McCarty’s responsibilities included the
continuation working with all the mayors and city councils of the five cities in order to start-up the new
school district. Dr. McCarty’s professional involvement as a successful public school administrator, a
former Utah Transit Authority (UTA) Director, and a university professor of education gave him the
experience and skills necessary to represent Canyons in resolving and reaching final agreement of the
transition of assets, arbitration, and bond indebtedness between Jordan School District and Canyons.
Dr. McCarty’s involvement in the negotiations lasted until 2010 when final agreement and resolution
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with Jordan School District was reached. January 2008 to July 2009 were intense 18 months of
negotiations in which the five city mayors participated. This process was required by Utah Code for a
split of an existing school district and the organization and creation of a new one. Dr. McCarty
continued to work closely with the 5 mayors and city councils until 2012. Strong friendships and
professional relationships were formed with the mayors. The city mayors were extremely helpful and
supportive in helping Canyons assume the Local Education Authority (LEA) on July 1, 2009 when Canyons
become responsible for all its students learning, teacher instruction, and full school district operations.
B. November-December, 2021, Dr. McCarty and parents, all residents of Draper City, met with the
Draper Mayor twice, and in separate meetings with individual members of the Draper City Council. The
purpose of the meetings was to discuss the prospect of creating a new municipal school district for
Draper City. This was all volunteer service by Dr. McCarty and the parents, with no compensation of any
kind.
Respectfully,
Michael D. Wankier, Discovery Managing Principal
Dr. Paul J. McCarty, Discovery Managing Principal
15
EXECUTIVE SUMMARY
It is Discovery’s request to be contracted as a consultant to develop a feasibility study for the City of
Orem regarding establishment of a municipal school district. Discovery will agree to perform the
reasonable and necessary analyses and research to furnish the City of Orem a report that will include
the following content below and, on the accompanying ‘Exhibit’ pages.
a. An analysis of the eight components listed below within the content of the following scenario:
The creation of a new Orem City School District (contiguous with the existing municipal
boundaries) and the impacts on the remaining Alpine School District, compared to the current
status of remaining in the Alpine School District.

b. An analysis of current legal and regulatory requirements and issues reasonably expected to arise
should the City of Orem choose to establish a municipal school district.
c. An overview of the essential academic program and operational program requirements that the
City of Orem could reasonably anticipate encountering should the municipality choose to
establish a municipal school district, along with suggested courses of action to successfully meet
those requirements, provided, however, that the feasibility study is limited to the creation of a
municipal school district and not its ongoing operation.
d. An analysis of the fiscal requirements and an estimate of the total annual general operational
revenues and expenditures (priced at a current dollar value) that the new created school district
could expect to receive and incur should the City of Orem choose to allow the registered voters
of Orem vote on its creation.
The final Feasibility Study by Discovery will be a detailed analysis of legal, operational, and fiscal data,
including analyses and research of the above listed issues and topics. Concerns for the best interests of
children will guide the development and recommendations to be presented in the Feasibility Study.
Discovery hopes the data and information provided to the City of Orem will lead to decisions that serve
the best interests of children who may receive a public education within the City of Orem.
16
FEASIBILTY STUDY METHODOLOGY
Please also refer to ‘Exhibit C – Proposed Table of Content for the Completed Feasibility Study Report’. It
presents Discovery’s ‘Table of Content’ for its final report. It is what Orem can expect Discovery to
produce. It has a list of all the major topics to be researched and analyzed, including the issues
presented in the ‘Scope of Work’.
The study performed by Discovery will address eight ‘Scope of Work’ components: They are: (1)
Enrollment and School Boundary Analysis, (2) Evaluation of Special Programs, (3) Taxable Value Analysis,
(4) General Fund Budget Analysis, (5) Capital Facilities Analysis, (6) Debt and Bonding Analysis, (7) Tax
Burden Analysis, (8) A Review of the Literature and Research Related to Enrollment Size in School
Districts.
These eight components can be grouped into three key educational components critical to determining
the feasibility of a newly formed municipal school district for the City of Orem: (a) legal and regulatory
issues, (b) operational issues, and (c) fiscal issues. Considerable information and data will be collected
and analyzed as these components are addressed.
Please Note: The eight issues from the “Scope of Work” (above) requested in the Orem City RFP
document are in noted in BOLD.
In order to understand the legal and regulatory issues, a thorough analysis of current Utah Code
statutes, legislation, and applicable court cases will be researched. This analysis will be conducted with
assistance of a veteran attorney, LaVar Christensen, who possess extensive experience in Utah school
and municipal law.
The first issue to be reported in the feasibility study will be a thorough research and analysis of (8) A
Review of the Literature and Research Related to Enrollment Size in School Districts. Discovery will
objectively report on the research regarding economy of scale issues (larger is better).
The final feasibility study will report on operational issues and the requirements associated with
providing comparable educational opportunities for the students of the proposed school district for the
City of Orem as compared with existing Alpine School District programs. Factors will include numbers of
required teachers, administrators, (1) Evaluation of Special Programs and personnel, support personnel,
office personnel, instructional technology personnel, in addition to critical support areas including
transportation, nutrition services, maintenance and operations, and custodial services.
The third area addressed by this study will concern fiscal issues (i.e., analysis of revenue streams and
projected expenditures) associated with a new school district. (2) Student Enrollment and School
Boundary Analysis will be address in this group. One of the variables central to fiscal analysis, as well as
school district organization and operation, is student enrollment. Enrollment shapes the nature of the
curriculum and instruction, revenue streams, expenditures, facility requirements, transportation, food
services, infrastructure requirements, and virtually every other aspect of the educational system.
17
Therefore, one of the first tasks by Discovery will be the collection and extensive analysis of existing
Alpine School District student data.
A map of the proposed municipal school district of the City of Orem will be provided in the finished
Feasibility Study. Student data will be analyzed for specific characteristics and demographics such a
grade level, special or exceptional education needs, English language learners, career and technical
education, college concurrent classes. Student enrollment data will be sought from the 2020-2021
school year from the Alpine School District database. It will be disaggregated by geographic location and
tracked to the proposed new school district in the City of Orem. It is expected this detailed research will
also provide the Average Daily Attendance (ADA) student enrollment data for the Orem municipality.
Fiscal issues associated with revenue generation will be focused on funding originating from local and
state sources that will support the operational components. Federal funds are essentially flow funding
through the Utah State Office of Education and are used to supplement special needs & instructional
areas, Title One (low income), and free and reduced lunch programs. The remaining five ‘Scope of
Work’ issues requested in the Orem City RFP will be address in this area: (3) Taxable Value Analysis, (4)
General Fund Budget Analysis, (5) Capital Facilities Analysis, (6) Debt and Bonding Analysis, (7) Tax
Burden Analysis.
Fiscal issues associated with education expenditures will generate detailed revenue and expenditure
analysis and reporting. Discovery will present estimated required operating costs in standard school
budget categories that are required to create an educational program comparable to that provided by
the current Alpine School District. The ratio of the Average Daily Attendance (ADA) of students currently
attending schools within the municipal boundaries of the City of Orem will offer a basis for cost and
budget calculations. Actual ADA enrollment data provided will give a basis for projection of teachers &
instructional personnel. This is a major expenditure in any school district budget – by each elementary
and secondary school within the municipal boundaries of the new school district. Current Alpine School
District 2020-2021 school year average teacher salaries and benefits will be used in cost estimates as the
proposed new municipal school district for the City of Orem will be legally required to provide the same
teacher salaries. It must be noted that the Utah Retirement System contributions from each school
district in Utah are subject to change from year-to-year according to state actuarial analysis. Personnel
assignments related to special education career & technical education will be based on current staffing
ratios in order to offer comparability to the current programs in the Alpine School District.
An important related component that will be included in the Feasibility Study will be the analysis of
facility capacity in each of the elementary and secondary schools within the municipal boundaries of the
City of Orem and its proposed new city school district. Emphasis will be on what will be the most
effective fiscal utilization of these resources.
Transportation cost estimates will be estimated based upon the current Alpine School District costs. The
number of students attending schools within the municipal boundaries of the City of Orem will be
sought. In addition, outsourcing school transportation will be researched.
Nationwide school districts are under pressure to balance the need for services that support their
educational mission with the responsibility to keep their district fiscally sound. In many cases,
18
contracting student transportation provides the support needed to find the right balance. The National
School Transportation Association (NSTA) reports that contracting student transportation saves districts
an average of up to 10 to 30 percent, allowing districts to return time, energy, and resources to the
classroom.
Technology expenses will be analyzed to provide comparable services as presently exist. These
expenses include: faculty laptops, staffing, management and instructional technology support,
computer repair, business services, and communications. Nutrition service expenses will be addressed.
Lastly, expenses associated with major capital improvements (e.g., re-roofing of facilities) isn’t included
in the operating expenses. It is expected Alpine School District five-year capital improvement plan will
provide information regarding future capital needs at various school. The plan will be included in the
Feasibility Study.
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Vineyard and Linden - Prospect of students who reside in attendance zones not
currently tied to Orem municipal boundaries, be able to attend schools in Orem
Comments have been made at past Orem City Council public meetings by parents and patrons who
currently live outside the municipal boundaries of Orem, within the communities of Vineyard and Linden
who currently have children who attend public schools within Orem.
These comments include parental inquiries and requests for their children to continue to attend their
same schools if a new municipal school district in Orem is created. Additional questions have been
made about inter-district open enrollment, especially as it concerns continued and future opportunities
for family school choice. Questions have arisen as to how is it done and what might be the feasibility of
students to attend schools in the new school district who reside outside the municipal boundaries of
Orem.
Discovery will research these questions, issues, parent and patron concerns. Discovery will report on
the feasibility of permitting family choice for students to attend schools within the new school district.
Data will be sought that includes students who reside in the municipal boundaries of the City of Orem as
well as students who reside in attendance zones not currently tied to municipal boundaries, such as
Vineyard and Linden.
20
EXHIBIT A
SCOPE OF WORK BY DISCOVERY
Feasibility Study Philosophy
It is the intent of Discovery Educational Consultants LLC (‘Discovery’) to produce a well-written feasibility
study addressing three key educational components critical to determining the feasibility of a new
municipal school district for Orem City (‘Orem’):
(a) legal and regulatory issues,
(b) operational issues,
(c) fiscal issues.
Considerable information and data will be collected and analyzed as these components and the
following ‘Scope of Work’ issues provided in the Orem Referral for Proposal, be addressed. All will help
Orem leaders gain the necessary background, summary, description of operations, research, legal and
financial documents necessary to understand the creation of a new school district.
The completed study will provide Orem with a detailed analysis and report to determine the practicality,
strengths and weaknesses of creating a new school district for the Orem. This feasibility study will help
the Orem City Council, the City Mayor and Orem City leadership to do the following:
• Plan a course of action and events to organize a new school district for the city
• Identify the challenges that could arise
• List potential outcomes, advantages and disadvantages that would come about as a
result of the creation of a new school district
The feasibility study performed by Discovery will be factual and informative and will address the
following issues.
Discovery will analyze the above components within the content of the following scenario: The creation
of a new Orem City School District (contiguous with the existing municipal boundaries) and the impacts
on the remaining Alpine School District, compared to the current status of remaining in the Alpine School
District.
21
The following paragraphs address the proposed Scope of Work that was submitted by Orem in the initial
RFP. It will be completed by Discovery. Each of the above ‘Scope of Work’ issues are discussed and how
they will be addressed in the feasibility study we will develop for Orem.
I. Enrollment and School Boundary Analysis Scope:

Enrollment information will be collected from Alpine School District in the form of “headless
database”. This is interpreted to mean the relevant student data for this study will be gathered
without any personally identifiable data. The database will be a compilation of the most current
total student enrollment throughout the district by address, attending school, and city of
residence. For purposes of projections and maintaining consistency by Alpine School District,
Discovery will use enrollment projections provided by Alpine School District. Discovery will use
the total number of students living in the geographic boundaries of the proposed new Orem
school district and the remaining Alpine School District.
Proposed Enrollment and Boundary Analysis Scope:

a. Determination of any school boundary issues (i.e., existing boundaries that may extend
outside of Orem city limits for schools located within Orem or other boundary realignment
issues);
b. Determination of number of Orem students currently attending school outside of the Orem;
c. Determination of students living outside of Orem currently attending schools within the
Orem city limits;
d. Identification of demographic trends (i.e., low-income students, minority populations, etc.)
within the existing and proposed new school district;
e. Review of current district enrollment projections; and,
f. Review potential impacts of charter schools on enrollment within the existing and proposed
new school district.
II. Evaluation of Existing Programs

Discovery will analyze programs currently offered by the Alpine School District by school
location and District-wide. Discovery will evaluate the likelihood that these programs could be
offered under the proposed scenario, based on input from the Alpine School District. Discovery
will evaluate the available revenues per pupil to determine if special programs could be
maintained.
Proposed Test Score Analysis Scope:

a. Comparison of special programs and facilities available within the existing Alpine School
District;
b. Comparison of per pupil revenues for the new and remaining district; and,
c. Evaluation of the continuation of special programs within the new and remaining district.
III. Taxable Value Analysis

The taxable value analysis is fundamental to projections of future financial impact on the new
district and the division of assets and liabilities, including debt. Taxable value forms the basis for
22
not only local revenues but also the ability of a district to bond for capital infrastructure. Section
53A-2-105, Subsection (3) establishes the process for the transfer of school indebtedness.
Based on legislative requirements established in section 53A-2-105, DEC will evaluate the
current and future assessed property values in each proposed scenario.
The capital facility analysis will be based on two scenarios: no transfer students vs. transfer
students. The idea is to determine if the new district will have capacity with the current schools
(and future capital projects) to maintain the student population with transfers, thus reducing
feeder system disruptions, or will the new district have to exclude those students currently
attending schools in Orem but that are from other cities due to lack of facilities.
The figures developed by Discovery will also include an analysis of potential boundary
inconsistencies within each scenario and the risk of school closures.
Proposed Taxable Value Analysis Scope:

a. Evaluation of existing RDA, EDA and CDA adjusted values as reported to the County Auditor
and Assessor;
b. Evaluation of State assessed property;
c. Provide taxable value to enrollment ratios of the proposed scenario, as well as to other
school districts as a benchmark comparison and to forecast taxable value growth;
d. Forecast new growth within the proposed scenario to determine impacts on revenue; and,
e. Evaluate historic property tax collections to project future revenues.
IV. General Fund Budget Analysis

The General Fund is comprised of three major revenue sources: local, state, and federal. The
majority of state funding is allocated through the minimum school program and is based on the
total Weighted Pupil Units (WPU) of each district. Federal funding has traditionally followed the
student. Thus, Discovery will equalize federal funding based on a per pupil value for each
district. The following represent the sources of local revenues that DEC will evaluate:
Thirteen Sources of Local Revenues

Local property taxes that are used for General
Fund expenditures:
Basic Rate
Voted Leeway
Board Leeway
K-3 Reading Program
Impact Aid; Title VII
The taxes used for capital outlay, debt service,
and limited supplies and textbooks include:
Capital Outlay
Debt Service
23
Voted Capital
10% of Basic
Other taxes a district may levy include:
Special Transportation
Recreation
Utah Government Immunity (tort liability)
Judgment Recovery
For expenditures, Discovery will evaluate historic growth rates and analyze each expenditure
function to determine any duplicate expenditures if a division occurs. Duplicate expenditures
could occur due to increased administrative staffing needs, increased duplicate utility costs, or
the need to hire additional teachers to maintain the existing level of service.
Proposed Taxable Value Analysis Scope:

a. Forecasted Local Revenues based on projected taxable value and the available local tax
levies;
b. Forecasted State revenues through basic school program funding;
c. Weighted Pupil Unit (“WPU”) analysis for basic state funding;
d. Determination of Voter and Board Leeway programs, including state support of these
programs;
e. Determination of funding from the Capital Outlay Foundation Guarantee and/or Enrollment
Growth programs; and
f. Reliance on other state-supported programs;
g. Identification of funding needs for transportation, recreation and other programs;
h. Costs for salaries and benefits, including any applicable post-retirement benefits (“OPEBs”);
i. Costs associated with the leasing and/or construction of a new administration building, and
other buildings, including associated FF&E;
j. Evaluation of startup costs, including but not limited to: administration buildings; other
buildings; transportation facilities; buses; legal fees; consultants including education, finance
and telecommunications; telecommunications systems; and FF&E costs;
k. Evaluation of additional operation costs associated with the creation of a new school
district;
l. Evaluation of staffing needs for the proposed scenario;
m. Evaluation of revenue sources, including one-time revenues from division of assets with
Jordan School District (JSD);
n. Evaluation of timing of revenue sources in comparison to expenditure needs; and
o. Evaluation of temporary financing sources.
V. Capital Facilities Analysis

The General Fund does not account for expenditures relating to potential start-up costs of the
new district or the need for additional facilities to meet the growing student population. To
determine the feasibility of a new Orem district, Discovery will evaluate the potential start-up
costs associated with the creation of a new district, as well as to address the capital facility
24
projections of Alpine School District and how these expenses would be apportioned to each
district.
Discovery will determine the revenue neutral capital outlay tax rates for each district to
determine the local revenues associated with the Capital Projects Fund. In addition, the Capital
Projects Fund is supplemented through state support programs regarding enrollment growth
and capital facility assistance. Discovery will utilize state formulas and legislation to determine
the projected state support revenues for each of these programs, as well as any earnings on
investments for this fund. Expenditures will be calculated based on a comparison of existing
capital expenditure projections, historic growth rates, and five-year average expenditures.
Our scope of services includes only a review of remodeling and future facility needs as identified
by Alpine School District. It does not include a reassessment of capital remodeling needs or
future facility needs, other than a review of proposed additional start-up costs and for
additional schools that may be needed due to redrawing of district boundaries.
Division of Physical Assets – The capital facility analysis will also explore various methods for the
division of physical assets based on the somewhat vague guidelines of Utah law. We will
carefully weigh and present the strengths and weaknesses of each approach, and will make
recommendations in the feasibility study regarding the division of assets.
Shared Assets – We will compile a list of all assets that could potentially be shared between the
two districts. We will compare and contrast the costs of operating these facilities separately and
together, as well as efficiencies involved with each scenario. We will also consider the level of
disruption that would occur to various programs from creating separate facilities, as well as
projected capacity levels for these programs in the future.
Proposed Capital Facilities Analysis Scope:

a. Review capital remodeling needs and costs, based on information provided by Alpine School
District;
b. Identify new capital facility needs due to new school district boundaries;
c. Review future facility needs based on information provided by Alpine School District;
d. Evaluate the division of physical assets, given the vague guidelines in Utah law; and
e. Explore the potential for sharing facilities with other neighboring districts.
VI. Debt and Bonding Analysis

Debt service levels will depend on the amount of existing debt transferred to the new district, as
well as the need for additional facilities that will need to be financed through future bonding. It
is anticipated that currently outstanding debt will be transferred based on taxable value;
therefore, existing debt service levels should remain fairly constant in the near term. However,
as growth occurs and as the ratio of taxable value changes between communities in the future,
there will be questions to be addressed concerning changing tax rates.
25
The need for future debt will depend on the division of capital assets at the time that the district
is split, the need for additional facilities such as administration buildings, tech centers, bus
garages, etc., and the extent to which facilities can be shared. Surplus school property will also
need to be considered, as it can be sold for amounts that provide funding toward new facilities.
Proposed Debt and Bonding Analysis Scope:

a. Evaluate existing outstanding bonds and the ability of new and remaining district to incur
debt;
b. Apportionment of existing debt between districts;
c. Determine extent of assets transferred to the new district (53A-2-103);
d. Determine the amount of debt transferred to the new district (53A-2-105);
e. Determine any surplus school property;
f. Evaluate the anticipated need for additional capital facilities, including administrative
facilities; and
g. Evaluate the current and future utilization of transferred facilities.
VII. Tax Burden Analysis

Our approach will focus on results that are specific and answer the questions that need to be
addressed, one of which is, “How will this affect my pocketbook?” Discovery will evaluate the
tax impacts on the proposed new school district residents, as well as the remaining school
district residents. As a summary, Discovery will combine each fund discussed in this analysis
(general fund, capital outlay fund, and debt service fund) into a comprehensive table and
determine the tax impact per a typical primary residential home.
Proposed Tax Burden Analysis Scope:

a. Calculation of the certified tax rates for each scenario, including debt service and capital
outlay funds;
b. Clear and concise summary of tax impacts on property owners for each scenario, with
sensitivity analysis for varying levels of service, levels of debt, etc.
VIII. Impact on Educational Outcomes – Student Learning and Teacher Instruction
Educational outcomes are the desired learning objectives and educational results for
students to achieve by the direct involvement of parents, teachers, and schools. The
feasibility study will examine the research regarding the size of school district has on
student learning and academic performance, student discipline, teacher instruction and
family involvement in local schools. (See ‘Scope of Work’ #8 - A Review of the Literature and
Research Related to Enrollment Size in School Districts). One of the biggest impacts on
student learning are teachers (Hattie 2019). Many studies have shown teacher’s job
satisfaction and quality instruction matter more to student achievement than any other
aspect of schooling. Research will be explored regarding the effect of school district size
upon elementary and secondary teacher quality of instruction and student learning.
26
DISCOVERY BID - FEASIBILITY STUDY COST & FEE SCHEDULE

The fee schedule below does not assume any analysis or costs associated with assessing educational
quality, or the ability of new districts to provide special educational programs at the current level of
services. If requested by Orem City, Discovery can partner with other consultants to assess detailed
impacts to special programs. If Orem City desires to further analyze the impacts to educational quality
or equality, the scope of work would need to be adjusted and fees expanded accordingly from those
shown in the table below. Fees in the following table are based on the proposed scope of work only.
Tasks Finance Education Outside Fee per Task

Principal Principal Consultant ($150/hr)
Task 1 Kick off Meeting and Project Facilitation 4.00 4.00 - $1,200
Task 2 Enrollment and Boundary Analysis 10.00 6.00 2.00 $2,700
Task 3 Evaluation of Special Programs 2.00 6.00 - $1,200
Task 4 Taxable Value Analysis 15.00 6.00 2.00 $3,450
Task 5 General Fund Budget Analysis 15.00 11.00 5.00 $4,650
Task 6 Capital Facilities Analysis 15.00 11.00 5.00 $4,650
Task 7 Debt and Bonding Analysis 10.00 11.00 5.00 $3,900
Task 8 Tax Burden Analysis 5.00 4.00 1.00 $1,500
Task 9 Impact on Educational Outcomes 2.00 12.00 2.00 $2,400
Task 10 Work Sessions with Council 4.00 5.00 - $1,350

Task 11 Draft Preliminary Feasibility Study 5.00 5.00 1.00 $1,650
Task 12 Final Written Feasibility Report & City 4.00 4.00 1.00 $1,350
Council Presentation
Totals 91.00 85.00 24.00 $30,000
PROPOSED COMPLETION
Discovery will complete the proposed scope of services withing 6-8 weeks after the contract is awarded.
If the City of Orem has a hard completion date sooner, Discovery, will meet that date, assuming:
(i) that Discovery is retained to start within the next few working days;
(ii) that the necessary Alpine School District information is readily available; and,
(iii) that district staff is accessible and cooperative in providing information as well as to respond
in a timely fashion to clarifying questions. Should this become an issue, Discovery will communicate
such to Orem City staff to seek a timely resolution.
WORK SESSIONS, COUNCIL PRESENTATION AND FINAL REPORT
Discovery proposes to work sessions with the City Council and staff, a final presentation to Council and
will deliver a completed final report detailing all assumptions, recommendations and outcomes.
Additional meetings beyond the proposed will be charged on an hourly basis based on the approval of
the City.
27
EXHIBIT B
School, Student & Related Demographic Data for the City of Orem
Below are listings of schools (public and private) located within municipal boundaries of the City of
Orem. This data will be included in the Feasibility Study. It is given here as a snapshot of what a new
municipal school district in Orem would entail. Discovery will gather and analyze the data deeper for
the Feasibility Study.
The following data was collected from multiple sources and websites, including Local School
Directory.com, Orem City website, Alpine School District website, https://www.geostat.org/data/orem-
ut/property-tax, United States Census Bureau; https://www.census.gov/quickfacts/UT.
The City of Orem

Population: 84,324
2020 Median Household Income: $64,590
2021 Median Property Tax Paid: $ 1,223
All Schools (Public, Charter, Private) located within the City of Orem
Schools: 31
Students: 18,051
Full-time Equivalent (FTE) Teachers: 806
Public Schools within the City of Orem

Total Schools: 28
Traditional Schools: 23
Special Schools: 2
Alternative Schools: 3
Number of Title 1 Schools: 9
Number of Students: 17,302
Full-Time Teachers: 760
Private Schools within the City of Orem

Total Schools: 3
Traditional Schools: 1
Special Ed Schools: 1
Number of Students: 749
Full-time Teachers: 48
28
School Name Public, Charter, Grade Total Enrollment Student/Teacher

Private Configuration Ratio
Aspen School
945 W 2000 N
Orem UT Public K-6 538 22.6
Summit Jr HS
1581 W 1000 S Public 9-12 12 -----
Orem UT
Bonneville School
1245 N 800 W Public K-6 787 27.6
Orem UT
Canyon View Jr HS
625 E 950 N Public 7-9 1,148 22.2
Orem UT
Cascade School
160 N 800 E Public K-6 504 23.5
Orem UT
Cherry Hill School
250 E 1650 S Public K-6 759 22.0
Orem UT
East Shore H S
1551 W 1000 S Public 9-12 418 24.5
Orem UT
Foothill School
921 N 1240 E Public preK-6 650 25.0
Orem UT
Geneva School
400 N 1240 E Public preK-6 535 17.1
Orem UT
Hillcrest School
651 E 1400 S Pubic preK-6 426 18.6
Orem UT
Kids Village
1641 N State St. Private unknown 500 25.0
Orem UT
Lakeridge Jr H S
951 S 400 W Public 6-9 1,233 24.7
Orem UT
Liahona Academy –
Pleasant Grove Private 5-12 146 16.4
280 S 400 E
Orem UT
Mountain View
HS Public 10-12 1,366 27.0
29
665 W Center
Orem UT
Noah Webster
Academy Charter K-6 516 23.5
205 E 400 S
Orem UT
Northridge School
1660 N 50 E Public preK-6 764 28.5
Orem UT
Orchard School
1035 N 800 E Public K-6 701 24.4
Orem UT
Orem H S
175 S 400 E Public 9-12 1,103 24.2
Orem UT
Orem Jr H S
765 N 600 W Public 7-9 861 22.6
Orem UT
Orem School
450 W 400 S Public preK-6 671 27.8
Orem UT
Provo Canyon
School – Orem Private 7-12 103 6.1
1350 E 750 N
Orem UT
Scera Park School
450 S 400 E Public K-6 426 23.7
Orem UT
Sharon School
525 N 400 E Public preK-6 500 17.2
Orem UT
South Region Blind Non-
School operational or
242 S 350 E status unknown
Orem UT
South Region Deaf
School Public preK-12 48 16.6
424 S 350 E
Orem UT
Summit – YIC
School Public 8-12 11 0.8
1581 W 1000 S
Orem UT
Suncrest School
30
668 W 150 N Pubic preK-6 484 16.8

Orem UT
Timpanogos H S
1450 N 200 E Public 10-12 1,421 24.5
Orem UT
Utah County
Academy of Science Charter 10-12 338 31.1
(UCAS)
940 W 800 S
Orem UT
Westmore School
1150 S Main Public preK-6 465 17.9
Orem UT
Windsor School
1315 N Main Public preK-6 617 20.9
Orem UT
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EXHIBIT C
Proposed Table of Content for the Completed Feasibility Study Report
The following ‘Table of Content’ is what Discovery will use in researching and preparing the New School
District Feasibility Study (Study) for Orem. It is what Orem can expect Discovery to produce. The
Study’s Table of Contents has a list of all the major topics to be researched and analyzed, including the
issues presented in the ‘Scope of Work’. Chapters and subtopics along with page numbers will help
navigate a reader.
The Study’s Table of Content allows readers to see exactly how Discovery will present the post content.
Discovery invites questions and inquiry from Orem regarding the Table of Content’s topics and content.
Our goal is to answer questions objectively based upon the facts and information gathered and analyzed
in the process of preparing the Feasibility Study.
Discovery’s version of a table of content will also help readers “jump” to a section in the article, or take
them down a path that piques their curiosity.
The final Study’s Table of Content will give analysis of the eight components listed below within the
content of the following scenario: The creation of a new Orem City School District (contiguous with the
existing municipal boundaries) and the impacts on the remaining Alpine School District, compared to the
current status of remaining in the Alpine School District.

Please Note: The eight issues from the “Scope of Work” requested in the Orem RFP document are in
noted in BOLD. Page numbers for the Table of Contents will be inserted at the conclusion of the
Feasibility Study.
Proposed Final Study - Table of Contents
Table of Contents………………………………………………………………………………………….………………………………………. 1
32
Executive Summary.................................................................................................................................... __
(8) A Review of the Literature and Research Related to Enrollment Size in School Districts……..……….. __
Legal and Regulatory Issues Regarding to Municipal (City) School Districts in Utah................................. __
History of Creation of New School Districts and School District Splits in Utah…………………………. __
History of Past Practice Regarding School Facility Transfer & Arbitration in Utah....................... __
Municipal (City) School Districts Currently Operating in Utah……………………………………………………………... __
Demographics and Governmental Characteristics of Orem City, Utah..................................................... __
Projected New Orem City School District Average Daily Attendance (ADA) Student Enrollment………….. __
(1) Student Enrollment and School Boundary Analysis………………..…………..….…………………………………….. __
Vineyard and Linden - Prospect of students to attend Orem public schools who reside in attendance
zones not currently tied to Orem municipal boundaries……………………………………………….……………………… __
Overview of Essential Academic Programs and Operational Requirements………………………………………….. __
(2) Evaluation of Special Programs………………….…………………………………………………………………….. __
School District Central Office Organizational Structure…………………………………………………………… __
Employment of a Superintendent of Schools……………………………………………………………….…………. __
Certificated Personnel Staffing………………………………………………………………………………….……………. __
Classified Personnel Staffing……………………………………………………………………………………….………….. __
Support Services…………………………………………………………………………………………………………………….. __
School Nutrition……………………………………………………………………………………………………..………………. __
School Transportation……………………………………………………………………………………….…………………… __
Instructional Technology………………………………………………………………………………………………………… __
Custodial Services………………………………………………………………………………………………..…………………. __
Overview of Financing Education in Utah…………………………………………………………………………………………….. __
Minimum School Program (MSP) - Primary Funding for School Districts & Charter Schools in Utah........ __
Review of 2020 Study of Utah Education Funding......................................................................................__
Utah County & Orem City Tax.................................................................................................................... __
(3) Taxable Value Analysis……................................................................................................................... __
33
(4) General Fund Budget Analysis............................................................................................................. __
(5) Capital Facilities Analysis……............................................................................................................... __
(6) Debt and Bonding Analysis………………………..………………….…………………................................................ __
(7) Tax Burden Analysis……………………………………………………………………………………………………………………….. __
Fiscal Requirements................................................................................................................................... __
Projected Revenues .................................................................................................................................. __
Projected Expenditures.............................................................................................................................. __
Summary and Considerations ................................................................................................................... __
Frequently Asked Questions Regarding the Creation of a New Municipal School District in Orem.......... __
Appendix A: Orem City School District Map.............................................................................................. __
Appendix B: Alpine School District Five-Year Capital Improvement Plan.................................................. __
Appendix C: (anticipated) Email to/from Rob Smith, Business Administrator, Alpine School District....... __
Appendix D: Local Tax Collections for FY22............................................................................................... __
Appendix E: Estimated New School Construction Costs............................................................................ __
Appendix F: Utah Code Ann. - Duties and Powers of School District Board of Education......................... __
34
EXHIBIT D
Frequently Asked Questions about the Feasibility Study Preparation
1. How will Discovery keep Orem City elected leadership informed?
We believe that there is no substitute for face-to-face communications. We will be in constant contact
with the Orem City Counsel and/or their Legislative Legal Counsel throughout the feasibility study
process. Reporting will take the form of e-mail, formal and informal communications.
2. What statistical method do you use in enrollment projections, five year and ten years?
We will initially develop an enrollment model based upon the cohort survival method (similar to that
used by most state Departments of Education) in order to verify the results. Then using the live birth
data as well as historical enrollment data from the Alpine School District we will utilize a series of
alternative methodologies including the utilization of a mixture of methodologies such as Least Squares,
4 year Rolling Averages, 4 Year Average, 1 Year Retention, etc. From our experience school district
enrollment projections tend to fail based upon the assumptions made in terms of future live births. As
such, we will likewise review the birth projections in a similar manner. We will also compare actual
enrollments reported by the Alpine School District on its state mandated October 1, 2021, enrollment
reports against past district projections. This review may yield unexpected trends that we have found in
the past to include private schools, charter schools, local treatment centers utilizing district schools, out
migration at middle and high school age from adjacent city school systems; as well as the impact of
generational shifts in the purchasing and renting of existing housing.
3. What multiplier do you use in determining the number of school age children generated from
different housing types?
While there are a number of nationally accepted multipliers for determining dwelling yield values (the
number of pupils generated by each new and existing housing start); we feel it is important to review
these against the local census results to account for the varieties of the local housing market.
Projections for new housing units can typically be made with accuracy; the greater challenge lies with
the impact of changing ownership in aging housing developments constructed prior to 2000. We had
experienced such situations in areas that were considered built-out for residential and high-density
dwellings. The conventional wisdom was there was no new room for housing construction. But the
school age populations suddenly soared due to young families taking advantage of inexpensive "starter"
homes in the form of older homes, such as in the central and downtown areas of Provo City.
4. How will you go about collecting data and what data will you collect to determine student and family
growth patterns?
35
Discovery anticipates that the data sets to be collected will include but not be limited to the pupil
residence locations and data from the US 2020 Census Data. Discovery will seek Alpine School District
cooperation in gathering pertinent electronic data. Copies of Alpine School District provided
information will include: 2020-2021 Redistricting Process, future student population forecasts 2020-
2050, enrollment information, and Alpine School District separation demographics.
5. In conjunction with enrollment projections, how will you determine facility needs? What different
options will you consider?
There are two key facets that must be considered in determining facility needs; those are the
sizes/shapes of instruction spaces, and the current/projected curriculum program to be carried on in
those spaces. In our evaluation we will use national planning standards such as those prepared by the
Council for Educational Facilities Planners International as well as those of various states, as well as our
experience. We will take an approach to building capacity - looking at items such as site size and core
facilities. Often overlooked in the counting of classroom spaces, Discovery will pay particular attention
to the capabilities district facilities to accommodate increased teacher instruction and student learning
use.
In conjunction with enrollment projections, analysis will provide the evaluative criteria needed to
determine the type and quality of educational spaces required to meet the proposed new school
district's future needs.
36
EXHIBIT E
Frequently Asked Questions from Previous School District Feasibility Studies

That Discovery Will Answer
In addition to the eight issues of the ‘Scope of Work’, Discovery will answer these specific questions in
its feasibility study.
1. The primary focus of the feasibility study is the financial viability for the new Orem City School District.
Will the new school district be financially viable?
2. What conclusions can be drawn regarding maintaining educational quality, impacts on the creation of
the new school district on students and teachers?
3. What will be the naturally occurring lag time for the new school district to bring student learning,
teacher instruction, related programs, administration, communications, and operations to full levels?
4. How much of the total revenue for the current Alpine School District is provided by the parents and
patrons of Orem City?
5. Will the newly created Orem School District be self-sustaining?
6. Will the new school district maintain a level of service and general fund expenditures?
7. Will students elect to continue to attend a school outside the boundaries of the new school district?
8. Will the new school district have higher test scores than remaining in the Alpine School District?
9. Will the new school district be able to provide student special needs, such as sheltered work training
and instruction for special education students, as well as a district Technology Center?
10. What is the waiting period and start up time before the new school district becomes the Local
Education Authority (LEA) responsible for its municipal boundary’s students?
11. What are the start-up costs for the newly created school district for Orem City and what will be the
source of start-up revenues?
12. Do the revenues for the initial start-up costs need to be paid back by the newly created school
district?
37
13. What are projected capital projects expenditures and revenues for the new school district?
14. Will there be a need for a property tax increase for the building of schools, if new school construction
is necessary?
15. Will the new municipal school district in Orem City receive a share of the Utah County property taxes
allocated for education?
16. Would any local municipal property tax revenues provided to the new Orem City municipal school
district have to be shared with the Alpine School District?
17. Will the “per pupil expenditure” for the proposed new Orem City municipal school district as
projected in this feasibility study exceed, proportionally, the Alpine School District FY 2021 amount?
18. Will funding for current instructional technology programs be included in this study?
19. How will programs for special education be provided in the newly created school district for Orem
City?
20. Will the new municipal school district in Orem be able to acquire the current school facilities located
within the municipal boundaries of Orem City?
21. If construction of school facilities is required, does the newly created municipal school district for
Orem have authority to issue bonds for the facilities?
22. Who will appoint the principals and other administrators of the newly created school district?
23. Could the current teachers, principals, other school district employees within the newly created
school district in Orem be retained?
24. Will it be necessary to pay teachers, administrators, and other personnel at the same level or
approximately the same level as they are receiving now?
25. Are transportation and facility improvements included in the feasibility study?
26. Will the Orem City Council or Orem City Mayor have any control or supervisory authority over the
operation of a municipal school district?
27. Can the newly created Orem City School District receive accreditation for its schools?
28. Will persons who are employed by the newly created Orem School District continue their retirement
through the Utah Retirement System (URS)?
29. Will medical insurance plans for employees in the new Orem City School District continue?
38
30. Utah High School Activities Association (UHSSA) is the leadership organization for fine arts and
athletics in Utah. Will Orem City School District schools and students continue to compete through the
UHSAA?
31. Who will employ the Orem City School District’s superintendent?
32. Who will employ the teachers and support personnel?
33. What will be the impact on a per pupil basis in the newly created school district?
39
VITA/RESUMES for Discovery Educational Consultants LCC
Michael D. Wankier
Dr. Paul J. McCarty
LaVar Christensen
40
MICHAEL D. WANKIER, CPA_________________________________________________________________

337 E. Whisper Hollow Cir, Draper, UT 84020 - Cell: (801) 428-7748 [email protected]
SUMMARY:
Current CPA licensed in the State of Utah. Experience with complex consolidations, including foreign operations while managing
a finance and accounting department of up to 25 employees. Designed reporting processes and procedures for bank compliance
and board governance. Responsible for cash management and long-term financing of operations, acquisitions, and real estate.
Established and maintained accounting policies, including revenue recognition for multiple-element arrangements, deferred
customer acquisition costs, intangible assets, and equity compensation. Rated an exceptional performer at KPMG, LLP and Arthur
Andersen, LLP during more than seven years of public accounting experience. Leveraged public accounting experience to become
Group Controller, Director of Finance, VP of Finance, and ultimately CFO.
EXPERIENCE:
LARRY H. MILLER MANAGEMENT CORPORATION

A regional conglomerate of family-owned businesses in automotive sales and service, auto finance, auto ancillary products,
movie theater exhibition, professional sports, real estate management, and other related businesses.
Sandy, Utah
FINANCE SPECIAL PROJECTS AUG-21 to DEC-21
CHIEF FINANCIAL OFFICER MAY-16 to AUG-21
VP OF FINANCE APR-15 to MAY-16
DIRECTOR OF FINANCIAL REPORTING JUL-12 to APR-15
I started with the Larry H. Miller Group as the Director of Financial Reporting, developed into VP of Finance and was later
promoted to Chief Financial Officer (May 2016). Managed accounting, reporting, tax, treasury, and payroll. Report quarterly to
the board of directors and audit committee and coordinate annual review meetings with banking partners.
Primary responsibilities include:

• Oversee consolidation of multiple reporting entities including elimination entries
• Review calculation and reporting for debt covenant compliance
• Oversee creation of financial statements for quarterly and annual reporting
• Coordinate external audit with KPMG and resolution of audit issues with Partner and Manager
• Oversee coordination of Federal and State tax return filings
• Coordinate documentation and analysis of technical accounting policies
• Supervise reporting, tax, payroll, and internal audit functions
• Manage group-wide cash flow forecasting and capital allocation
Accomplishments:
• Assisted in the process of selling majority interest in the Utah Jazz
• Obtained financing for Vivint SmartHome Arena remodel
• Coordinated financing for multiple automotive dealership acquisitions
• Developed format and process for board reporting
• Implemented One Stream system for consolidation of disparate entities and data sources
• Coordinated data warehouse development and data analysis processes for management company
PINNACLE SECURITY, LLC and DEVCON INTERNATIONAL CORPORATION

A national provider of security sales and servicing, specializing in residential security monitoring services. Owned by a similar
private equity parent, Pinnacle and Devcon combine to form a nearly $200M nationwide security sales and monitoring presence.
Orem, Utah
GROUP CONTROLLER FEB-09 to JUL-12
Managed accounting department for multi-tiered consolidated group with 3 direct reports and total staff of 25. Ensured timely
completion of annual audit and reporting to banks for debt compliance. Coordinated completion of tax returns with third-party
preparer.
Primary responsibilities included: 41

• Consolidation of multiple reporting entities, including Canadian operations
• Translation of balances for foreign subsidiary
• Compilation of financial reports for Board and monthly bank compliance reporting
• Coordination of external audit and tax filings with third-party service providers
• Supervision of internal audit function and process improvement
Accomplishments:
• Develop and analyzed multiple-element revenue arrangements
• Consolidated/merged the accounting for multiple subsidiaries into a single department
• Coordinate with divisional office in Florida through quasi-merger of two organizations
• Improved close cycle from 30 days to 15 days
• Implemented new billing and customer management system
• Implemented process for filing sales/use tax with third-party processor
• Developed basic understanding of SQl Server as used with Microsoft Dynamics (Great Plains)
KPMG, LLP
Salt Lake City, Utah

AUDIT SENIOR MANAGER SEP-08 to JAN-09
AUDIT MANAGER SEP-06 to SEP-08
AUDIT SENIOR SEP-03 to SEP-06
AUDIT ASSOCIATE MAY-02 to SEP-03
Evaluated as Exceptional Performer by supervisors during multiple annual evaluations. Managed and supervised various
engagement teams. Planned & performed audit procedures related to annual audits and quarterly reviews, including
compliance with internal controls requirements, for the following public and non-public clients:
• Altiris, Inc. • SCO Group (Caldera International, Inc.)
• Franklin Covey Company • Maverik, Inc.
• H&E Equipment Services, LLC • ProModel, Inc.
• Nature’s Sunshine Products, Inc. • Burton Group, Inc.
Accomplishments:
• Audited software revenue recognition policy and calculations for Altiris, Inc. for four years on audit
• Coordinated multiple-site audits for Altiris, Inc. and Franklin Covey Co., including audit locations in England, Japan, Australia, and
Mexico
• Reviewed and provided comment on preparation of SEC Filings, including Forms 10-K, 10-Q, S-1, S-4, 8-K, filed by Altiris, Inc.,
Franklin Covey Co., H&E Equipment Services, LLC, and Nature’s Sunshine Products, Inc.
• Audited the implementation and continued compliance with Sarbanes Oxley Act (SOX) by Altiris, Inc. and Franklin Covey Co.
• Rated an exceptional performer in each annual performance evaluation
ARTHUR ANDERSEN, LLP
Salt Lake City, Utah

AUDIT ASSOCIATE AUG-01 to MAY-02
Evaluated to have met the expectations of supervisors on all assignments at Andersen. Performed testing procedures related
to annual audits and quarterly reviews for the following clients:
• Nature’s Sunshine Products, Inc. • Wasatch Property Management
• Iomega Corporation • Bear Creek Country Kitchens, LLC
• ICM Equipment Company, LLC (now H&E) • Achieve Global
• TTM Technologies, Inc. • Sandstar Family Entertainment
• Cookietree Bakeries, Inc.
EDUCATION: SOUTHERN UTAH UNIVERSITY, CEDAR CITY, UTAH.

Masters of Accountancy, May-2001
Bachelors of Science - Accounting, May-2000
42
REFERENCES: Available upon request.
Paul J. McCarty EdD

Home Address: Home (801) 571-9352
497 Golden Pheasant Drive Mobile (801) 244-3326
Draper, UT 84020 E-mail: [email protected]
Career Summary
Dr. McCarty served 40 years in the Granite School District as a public-school principal and district office
administrator. He has an undergraduate degree from the University of California at Berkeley. His Masters
and Doctorate were earned from Brigham Young University. He taught over 30 years at Brigham Young
University in the Departments of Education, Family Life and Psychology as an adjunct professor. Paul
served as the Utah Transit Authority (UTA) Board Director of Light Rail Development & Construction and
Vice President of the UTA Board of Directors prior to the 2002 Winter Olympics in Salt Lake City. Among
his UTA responsibilities was the research and development of viability and feasibility studies which
for Light Rail/TRAX Construction Reports. He also spent three years as the UTA Board Director
responsible for Internal Audits and transportation feasibility studies.
Dr. McCarty has been involved in multiple public school evaluative studies researching and organizing data
and criteria needed to determine the type and quality of educational necessities required to meet the Granite
School District's future needs. The primary goal of the feasibility studies was to help the Granite School
District understand what it has in terms of school facilities and what is needed to satisfy anticipated changes
in future capacity needs and educational programs.
Dr. McCarty was elected as members of the Draper City Council and Canyons School Board. He was
involved in the 2007 creation of a new school district in Utah, and the 2008 development and organization
of the Canyons School District. Among honors and recognitions received include the Jon & Karen
Huntsman Award for Excellence in Education, Granite School District Principal of the Year, Utah Principal
of the Year, United States Air Force (USAF) Distinguished Civic Leader of Utah, Honored Utah Public
School Administrator and Principal Recognition – Utah House & Senate Joint Resolution 23; National
Instructional Technology Leader – The Smithsonian Institute, Washington DC.
EDUCATION
1986 Postdoctoral Studies, Utah State University, Logan, UT. Education Administration.
Administrative/Supervisory credentials earned.
1983 Doctor of Education, Brigham Young University, Provo, UT. Major in Educational Psychology
with emphasis in Special Education, Language Development and Assessment. Dissertation: “A
Study of the Southern California Sensory Integration Test (SCSIT) as a Tool for Identifying
Neurophysiological Dysfunctions in Learning Disabled Children.”
1978 Master of Education, Brigham Young University, Provo, UT. Counseling Psychology and
Guidance.
1972 Postgraduate Studies, St. Mary’s College, Moraga, CA. Earned secondary and elementary
teaching credentials; graduated summa cum laude.
1971 Bachelor of Arts, University of California, Berkeley, CA. History and Political Science
43
PROFESSIONAL WORK EXPERIENCE
2021-present Managing Principal, Discovery Educational Consultants LLC, Utah. Systematic

investigation team that applies empirical methods to solving challenges in education.
Discovery utilizes rigorous and well-defined scientific processes to gather and analyze
data to problem-solve and develop successful strategies for improvement and growth.
2018-present Chief Executive Officer (CEO), Torus Global Industries, Salt Lake City UT.
International humanitarian programs. These International Arts & Media University
(IAMU); trauma & aftercare treatment facilities for children and adults; security and
investigative services for both business and residential needs.
2009-2018 Principal, John C. Fremont Elementary, Granite School District, Salt Lake City, UT.
Title One Student multi-diverse K-6 population with 29 languages and 50+ cultures.
Also supervised Granite School District’s Autism Spectrum Disorder self-contained
units; and established and supervised student intern program between Granite and
Brigham Young University – Idaho (BYU-I). Created the first public school and
community-based partnership with YMCA, resulting in the construction and operation of
YMCA Family & Neighborhood Center building built on school campus. Co-developed
with Stephen R. Covey 7 Habits student leadership program for elementary school-age
children called Leader in Me.
1982-2018 Adjunct Professor, Brigham Young University, Provo, UT. Dual teaching assignment
with School of Family Life and Department of Psychology. Taught advanced issues in
public education, human development, marriage and family counseling, neuropsychology
(sensation & perception), environmental psychology, adolescent psychology, and
abnormal psychology. Taught educational leadership and supervised teacher interns at
the McKay School of Education, 1982-1993.
2010-2012 Founder and Chief Operations Officer, Veterans Technology Institute, Orlando, FL.
In conjunction with The Wounded Warriors Project & Stetson University (Florida);
helping veterans receive advanced technical certifications, internships and job placement.
2005-2009 Administrator, Educational Equity, Granite School District, Salt Lake City, UT.
Responsibilities included: Educational Equity; English Language Learners (ELL); family
literacy; major grants and funding; intergovernmental affairs; district legislative liaison
with the Utah State Legislature and Utah State Office of Education (USOE), 504
compliance, Title III, Community Learning Centers, Refugee and Newcomer social and
literacy programs. As a public education representative at the Utah State Legislature, I
was responsible for the passage of multiple education funding bills. In 2007 wrote and
assisted in the passage of $60Million for Utah’s state-wide 21st Century Classroom
Technology; in 2008 wrote and assisted in the passage of $8Million for English Language
Learner Family Literacy.
2007-2009 Director, Family Literacy, Granite School District, Salt Lake City, UT. Supervised
English as a Secondary Language (ESL) family literacy and educational resource services
for Granite School District ESL, refugee and newcomer students and families. Wrote
44
successful grants for: 1) $1Million - U.S. Dept. Health Human Resources – Office of
Refugee Relocation - ‘Linking Incoming Families to Educational Resources, Activities,
Facilities, and Training (LIFERAFT); 2) $1Million - National Center for Family
Literacy. Created and implemented distance learning partnership with Granite School
District, Mexico’s Tecnologico de Monterrey, Utah State University, USOE and the
Mexican Consulate in Salt Lake City. Helped in developing online academic programs,
in Spanish, for Utah general education degree (GED). Granite was one of the first
international sites in the country to host distance learning/online programs originating
from the Tecnologico de Monterrey (Mexico) for Spanish speaking adults in Utah.
2007-2009 Member, U.S. Congressional Reform and Reauthorization Committee for No Child
Left Behind. Educational representative for U.S. Congressman Chris Cannon (R) Utah.
2005 Visiting Lecturer, School of Professional Studies in Business and Education, Johns
Hopkins University, Baltimore, Maryland
2002-2006 Member, U.S. Department of Education Task Force for the Development of the
National Education Technology Plan. Assisted in the development of the National
Instructional Technology Strategic Plan for the US Department of Education.
1989-1993 Utah Transit Authority (UTA) Board Director of Light Rail Development &
Construction and Vice President of the UTA Board of Directors, Salt Lake City,
Utah. UTA responsibilities included supervising the research and development of
viability and transportation feasibility studies. These included the UTA’s Light
Rail/TRAX Final Environmental Impact Study and the UTA Preliminary Engineering for
Light Rail/TRAX Construction Reports. He also spent three years as the UTA Board
Director responsible for Internal Audits and transportation feasibility studies.
1987-2005 Principal, Granite School District, Salt Lake City, UT. While principal of During my
18 years as an elementary school principal at primarily Title One schools, my students
achieved 10% yearly academic test scores gains and our English Language Learners
making academic gains up to 16% as measured by Utah’s Criterion Reference Tests
(Educational Facility Planner October 2004). Closing the achievement gap with
improved student achievement tests scores and teacher instruction has earned multiple
awards and recognitions that have included Granite School District being named as a
National Center for Family Literacy, the Jon and Karen Huntsman Award for Education
Excellence, the National Smithsonian Institute’s Instructional Technology Award, Utah
Principal of the Year.
1986- 1987 Secondary School Counselor/Middle School Administrator, Churchill Jr. High
School, Granite School District, Salt Lake City, UT.
1985-1986 High School Assistant Principal, Granite High School, Granite School District, South
Salt Lake City, UT.
1984-1994 Family Therapy & Counseling, Wasatch Family Counseling Clinic, Salt Lake City, UT.
45
1978-1985 District Psychologist and Special Education Evaluator, Special Needs Evaluator and
Learning Specialist, Granite School District, Salt Lake City, UT.
1974-1975 High School Teacher, San Ramon School District, Danville, CA. Taught physical
education and 11th grade history at San Ramon High School
1971-1975 Elementary School Teacher, San Ramon School District, Danville, CA. 5th & 6th grades
PROFESSIONAL AWARDS/RECOGNITION
2012 Outstanding Service Award – Serving on Canyons School District First Board of
Education 2008-2012. Responsible for design & construction of two new schools –
Corner Canyon High School & Draper Park Middle School.
1999 James E. West Fellow – BSA National Endowment Award for Service
1993 Jon & Karen Huntsman Award for Excellence in Education – first recipient of the
Outstanding Principal (public school administrator) award.
1993 Honored Utah Public School Administrator and Principal Recognition – Concurrent
Resolution HCR2, Utah Legislature and Governor Michael Leavitt, 1993 General
Session.
1993 UTA Outstanding Service Award – UTA Board of Directors in charge of TRAX
1993 United States Air Force Distinguished Civic Leader - Recipient of the U.S. Air Force’
Distinguished Civil Leadership Award. Honored by Major General Charles A. Horner
(CINC NORAD), for non-military role in Operations Desert Shield and Desert Storm
with 388th & 419th Fighter Wings. Distinguished VIP Tour of multiple national Air Force
Installations including United States Air Force Academy, Hill AFB, Mountain Home
AFB, Peterson AFB, North American Aerospace Defense Command (NORAD), United
States Northern Command (USNORTHCOM) headquarters, and Air Force Space
Command Headquarters, Cheyenne Mountain AFB, and Falcon AFB.
1990 Distinguished Principal Award of Utah – Utah Association of Elementary School

Principals (UAESP)
1990 Honored Utah Public School Administrator and Principal Recognition – House Joint
Resolution 23, Utah Legislature and the Governor Norm Bangeter, 1990 General Session.
1990 National Instructional Technology Leader Award – Smithsonian Institute,

Washington
1989 Innovator of the Year – Utah Association of Elementary School Principals
COMMUNITY SERVICE
46
2011-2018 Education Advisory Committee (Pathway Program) for the Church of Jesus Christ of
Latter-Day Saints and Brigham Young University at Idaho
2007-2018 Offender Re-Entry Transition Director for Utah Department of Corrections at the
Utah State & Gunnison’s Prisons. Responsible for felon transition counseling from
prison back into society. Also work in prison family history program as a volunteer with
the Church of Jesus Christ of Latter-day Saints.
2008-2012 Canyons School Board Member (elected), Sandy, Utah. Created, organized and
operated a newly created school district of 33,000 students. First school district created
in Utah in over 100 years.
2006 Volunteer Archeologist at Jamestown, Virginia (Association for the Preservation of

Virginia Antiquities – APVA) - APVA began an archaeological project called
Jamestown Rediscovery to find the remains of the original James Fort, ca. 1607-1624.
Years of exploration have established the location of the fort and principal buildings and
recovered more than three million artifacts. The project has rewritten our understanding
of early settlers' daily life and purpose and their relations with Native peoples.
1997-2012 BSA Endowment Grant Writer and Executive Council Member – Boy Scouts of
America, Great Salt Lake Council, Utah
1998-2002 City Councilman (elected) – Draper City Council, Utah
1998-2002 Committee Member, Parents Advisory Committee, Crescent View Middle School,
Jordan School District
1988-1992 Vice-President, Utah Transit Authority (UTA) Board of Directors – In preparation

for the 2002 Winter Olympics served as Director of Light Rail (TRAX)
1989-1992 Vice President, Utah Governor’s Commission on Utah & Soviet Union Relations
PROFESSIONAL PUBLICATIONS
Books Published
An Uncommon, Common Pioneer – The Journal of James Henry Martineau, 1828 - 1918. Religious Studies
Center, Brigham Young University. August 2008. Chaired, researched, and supervised this James Henry
Martineau Journal Publication Project with editors, Donald Godfrey and Rebecca S. Martineau-McCarty.
Chapters in Books
Martel, Laurence, & McCarty, Paul J. (2003). The Seven Secrets of Learning Revealed. Elements in
the Ergonomics of Learning – Environmental Hazards, National Academy of Integrative Learning,
South Carolina
47
Journal Articles
McCarty, Paul J. (2021). “Installing Fiber Optic Lighting”. Model Railroader Magazine. Kalmbach Media,
Waukesha, Wisconsin. January 2021.
McCarty, Paul J. (2008). “On-going Research on English Language Learner Interactive Tutorial Software
and Its Impact on Student Achievement”, White Paper presented to the National Family Literacy
Conference, National Center for Family Literacy, Louisville, Kentucky
McCarty, Paul J. & Ribera, John (2005). “Sound Ideas for Better Learning”. Journal for College Planning
and Management. Dayton, Ohio, October, 2005.
McCarty, Paul J. (2004). “Saving Teacher’s Voices”. Principal. National Association of Elementary School
Principals. Alexandria, Virginia. December, 2004.
McCarty, Paul J. and Rosen, Larry (2005). “Acoustical Design: Basis of a Sound Education”. School
Planning & Management. Dayton, Ohio, April, 2005.
McCarty, Paul J. & Gertel, Steve (2005). “High Performance Schools Equals High Performing Students”.
Educational Facility Planner. Council of Educational Facility Planners International. Scottsdale, Arizona.
Vol. 39-2, October, 2004.
McCarty, Paul J. (1995). “Four Days That Changed the World – The Educational Impact of
Telecommunications”. Educational Leadership. Association of Supervision and Curriculum
Development. Alexandria, Virginia. October, 1995.
McCarty, Paul J. (1994). “Internet and the Information Highway”. The Leader. Utah Association of
Elementary School Principals. November, 1994.
McCarty, Paul J. (1991). “Bringing the World into the Classroom”. Principal. National Association of
Elementary School Principals. Alexandria, Virginia. November, 1991.
McCarty, Paul J. (1989). “Working on the Railroad – In School”. Principal. National Association of
Elementary School Principals. Alexandria, Virginia. November 1989.
McCarty, Paul J. (1989). “Learning Tracks in Utah”. Technological Horizons in Education Journal. Irvine,
California. October, 1989.
PROFESSIONAL PRESENTATIONS
McCarty, Paul J. (2008) “21st Century Classroom Technology and Its Impact on Student Achievement”,
United Kingdom, France, and United States Educational Technology Leaders Conference, Hosted by
Promethean, Atlanta, Georgia. September 2008.
McCarty, Paul J. (2008). National Family Literacy Conference. Louisville, Kentucky. March, 2008.
National Center for Family Literacy. “On-going Research on English Language Learner Interactive
Tutorial Software and Its Impact on Student Achievement”
48
McCarty, Paul J. (2006) International Society for Technology in Education, National Education Computer
Conference (NECC). San Diego, California. July 5, 2006. “Improving Student Achievement in
Technologically Enhanced Classrooms”.
McCarty, Paul J. (2005) Johns Hopkins University, School of Professional Studies in Business and
Education. Baltimore, Maryland. June 4, 2005. “Designing the Best Learning Environments to
Maximize Student Performance”.
McCarty, Paul J., Greiner, Ken & (2005) Urban Education Best Practices Conference. Nevada Association
of School Administrators. “Washoe County Successful Student Achievement in Minority-Majority Title
One Schools”. October, 2005
McCarty, Paul J. (2005) Pacific Northwest Regional Conference of the Council of Educational
Facility Planners. Edmonton, Alberta, Canada. July 9, 2005. “Designing the Best Learning
Environments to Maximize Student Performance”.
McCarty, Paul J. (2004) U.S. Department of Education Secretary’s No Child Left Behind Leadership
Summit – “Empowering Accountability and Assessment Using Technology”. St. Louis, Missouri. March
11, 2004. “District and States Working Together to Discover the Best Learning Environment to
Empower Accountability & Assessment to Maximize Teacher Performance and Student Achievement”.
McCarty, Paul J. (2003) Florida Council on Elementary Education (FCEE) annual conference,
"Speak to Us of Children." Orlando, Florida. September 26, 2003. “Enhancing Academic
Success Among Orlando Urban Schools ”.
McCarty, Paul J. (2001) Association Supervision Curriculum Development (ASCD). San Antonio,
Texas. "Jump On English Program Ensures Literacy Success for ESL Students” March, 2001
PROFESSIONAL AFFILIATIONS
Association Supervision and Curriculum Development (ASCD)
Council of Educational Facility Planners International (CEFPI)
International Society for Technology in Education (ISTE)
National Association for Multicultural Education (NAME)
National Association of Elementary School Principals (NAESP)
National School Board Association (NSBA)
Teaching English to Speakers of Other Languages (TESOL)
49
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Discovery Educational Consultants LLC – New Municipal School District Proposal for Orem City

Proposal for New

Discovery Educational Consultants LLC

Discovery Educational Consultants LLC

Mr. Jesse Riddle

Dear Mr. Riddle:

Discovery Educational Consultants LLC Organization

1. Experience related to a school district split.

2. Experience related to the management of a school district.

3. Experience related to the assessment of a school district split.

4. Experience related to financial studies.

5. Experience related to real estate assessment and values.

6. Awards or achievements received by your company or personnel who will be involved in

9. The amount (not to exceed) of the study.

10. Whether the applicant has experience in implementing the Study.

Discovery Educational Consultants LLC

Michael D. Wankier, Discovery Managing Principal, [email protected] 801-428-7748

Dr. Paul J. McCarty, Discovery Managing Principal, [email protected] 801-244-3326

Conflict of Interest Questions…………………………………………………………………………………………….………………… 11

Explanations to Two ‘Yes’ Answers - Conflict of Interest Questions …………………………….………….. 13

Feasibility Study Methodology.................................................................................................................. 17

Exhibit A – Scope of Work…………………………………………………………………………………………………….…………….. 21

Exhibit D - Frequently Asked Questions (FAQs) about the Study’s Preparation………………………..………….. 35

Conflict of Interest Questions

Discovery Educational Consultants LLC

Michael D. Wankier, Discovery Managing Principal

Dr. Paul J. McCarty, Discovery Managing Principal

Conflict of Interest Questions – Explanations to Two ‘Yes’ Answers

Thank you very much!

Paul McCarty <[email protected]> Jan 24, 2022,

Thank you very much for the information, Mr. Smith.

Discovery Educational Consultants LLC

Michael D. Wankier, Discovery Managing Principal

Dr. Paul J. McCarty, Discovery Managing Principal

1. Enrollment and School Boundary Analysis

FEASIBILTY STUDY METHODOLOGY

SCOPE OF WORK BY DISCOVERY

Feasibility Study Philosophy

I. Enrollment and School Boundary Analysis Scope:

Proposed Enrollment and Boundary Analysis Scope:

II. Evaluation of Existing Programs

Proposed Test Score Analysis Scope:

III. Taxable Value Analysis

Proposed Taxable Value Analysis Scope:

IV. General Fund Budget Analysis

Thirteen Sources of Local Revenues

Proposed Taxable Value Analysis Scope:

V. Capital Facilities Analysis

Proposed Capital Facilities Analysis Scope:

VI. Debt and Bonding Analysis

Proposed Debt and Bonding Analysis Scope:

VII. Tax Burden Analysis

Proposed Tax Burden Analysis Scope:

VIII. Impact on Educational Outcomes – Student Learning and Teacher Instruction

DISCOVERY BID - FEASIBILITY STUDY COST & FEE SCHEDULE

Tasks Finance Education Outside Fee per Task

Task 10 Work Sessions with Council 4.00 5.00 - $1,350

WORK SESSIONS, COUNCIL PRESENTATION AND FINAL REPORT

The City of Orem