2018 Bond & Levy Planning Short-Term Facility Plan - Lake Washington School … · 2018-04-12 ·...
Transcript of 2018 Bond & Levy Planning Short-Term Facility Plan - Lake Washington School … · 2018-04-12 ·...
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2018 Bond & Levy Planning
Short-Term Facility Plan Board Study Session
September 18, 2017
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Study Session Purpose
Information
Discussion
Direction
Decision
2
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Study Session Outline3
Bond & Levy Advisory Committee
Work to date
Short-Term Facility Plan
Recommended approach
Funding source
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Key Questions4
Bond & Levy Advisory Committee
What has been the work of the bond & levy advisory committee to date?
What are the next steps?
Short-Term Facility Plan
What are the short-term needs in each Learning Community?
What is the recommended plan and how will it be funded?
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Bond and Levy Advisory Committee5
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Role of Bond & Levy Advisory
Committee
To provide feedback and advice on the district’s
Building on Success Plan, which involves bond and
levy proposals for 2018 ballot measures
Review survey information and community input
Consider overall cost and tax implications
Provide expertise/perspective based on professional
role/connection to the community
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Clarifying Roles
Role of the District
Role of Bond and Levy Advisory Committee
Role of the Board
Role of Lake Washington Citizens Levy Committee
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Committee Membership 8
Name Role/Representative
Carolina Borrego LWESP
Eric Campbell Parent/community
Martha DeAmicis Parent/community
Liz Hedreen LWPTSA
Joe Joss Principal
JD Klein Parent/community
Diana Lafornara Parent/community
Kevin Teeley LWEA
Jeff Thomas City of Sammamish
Kelley Wood City of Redmond
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Schedule & Purpose
Overview of Three Meetings
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Meeting 1: History & Overview
Review of Recent History Enrollment Data
Long-Term Facilities Planning Task Force Recommendations
Long-Term Funding Plan
2016 Bond Measure
Review of Current Situation How School Funding Works
Pending Changes to School Funding
Legislature and EP&O Impacts
How School Taxes Work
LWSD Specifics and King County Comparisons
Closing & Next Steps
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Meetings 2 & 3: Review District’s Draft Plan
Provide update on EP&O impact
Review draft plans for bond and levies
Review AV assumptions
Provide feedback and advice on the plan
Review Parent Survey Data
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TimelineDate Next Steps:
April 2017 Community input/survey
June 28, 2017 Convene Bond & Levy Advisory Committee
June/July 2017 Final Legislative budget anticipated
August 2017 EP&O projections finalized
Sept 2017 Bond & Levy Advisory Meetings
Board Study Session
Oct 2017 Board Study Session
Board action on bond and levy resolutions
Nov 2017 General Election
Dec 2017 Potential of OSPI process to approve EP&O levy measures
(SB 5023/SB 5607)
Feb 2018 Bond/Levy Election
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Impacts to Local Levies
Legislative Update
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Adjustment to State Property Tax14
In an effort to fully fund education in the state, the
legislature revised and is adjusting state property
tax for the support of common schools
All property owners in Washington State pay this
rate and the money funds education across the state
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Adjustment in State Property Tax
$1.88 per thousand of
assessed value (AV)
$2.70 per thousand of
assessed value (AV)
15
2017 state property tax rate2018 – 2021 state property tax rate
0.82
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Where does the state money go?
16
This money funds education across Washington state’s
295 school districts
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Impacts to Local Funding 17
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18
LWSD Levies and Bonds fund
needs not included as part of
the state-funded program of
Basic Education
The legislature has imposed
new limits on Maintenance &
Operations levies, which the
legislature is now calling
enrichment levies
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New Limits Imposed by Legislature19
The legislature imposed new limits on districts’
ability to collect local dollars through local levies
(Maintenance & Operations (M&O)/Educational
Programs & Operations (EP&O) levies)
Beginning in 2019, the maximum EP&O levy a local
district is allowed to collect is either $1.50 per
thousand of AV or $2,500 per student, whichever is
less
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How do the limits impact LWSD?
The lesser amount for
LWSD is the $2,500
per student, which
equates to
approximately $1.29
per thousand of AV
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LWSD Compared to Other Districts
LWSD already has a relatively low levy rate, so this change does not significantly effect LWSD’s ability to collect local funding
However, other districts with higher levy rates will experience a significant impact
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22
LWSD is planning for the
second of four planned bonds
(2016, 2018, 2022, 2026)
and the replacement of two
expiring levies in February
2018
Educational Programs &
Operations Levy
Capital Projects Levy
Bond
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February 2018 LWSD Measures 23
EP&O Levy Capital Levy Bond
• Replaces the 2014 EP&O
levy, which voters
approved and which
expires at the end of 2018
• Provides funding for
activities that supplement
the Basic Education
program and operations
• Replaces the 2014 levy,
which voters approved and
which expires at the end of
2018
• Provides funding for district
technology including:
infrastructure, systems,
equipment and training and
facilities and district
facilities including: building
systems & improvements;
athletics, fields, and site
improvements; and code,
compliance and health &
safety
• Provides funding for
construction of new
schools and classrooms
needed to address
growing student
enrollment
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2018 Bond Measure
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Bonds
Unlimited General Obligation Bonds (voted)
Must garner 60% voter approval to pass. Requires turnout of 40% of most recent state general election to validate
Provides financing at lower interest rates
bonds are backed by the pledge of the issuer to raise taxes to fully repay the bonds
interest earned is tax exempt
LWSD’s high credit rating (Moody’s Aaa and Standard & PoorsAA+) means lower interest rates
Total outstanding bonds may not exceed and overall debt limit of 5% of assessed valuation
LWSD current debt < 1%
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Solving the challenge
The district convened a 63-person Task Force to
collaborate on long-term facilities planning
They worked for nearly a year and sought
significant community input and feedback
They presented their final 254-page report to our
Board on November 9, 2015
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Executive Summary
Project Recommendations
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Recommendation: Build More Schools
Long-term strategy through 2029-30
Intentional planning
Creative options
Efficient use of space
Well-built, cost effective designs
Continued community involvement
Recommended back-up plans
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Short and Long Term Funding Plan29
April 2016 2018 2022 2026
• Rebuild and enlarge Juanita
High School
• Rebuild and enlarge Kirk
Elementary
• Rebuild and enlarge Mead
• Build one new RLC middle
school – Redmond Ridge
• Build new RLC elementary –
Redmond Ridge
• Build new RLC elementary –
North Redmond
• Refurbish Old Redmond
Schoolhouse for preschool
• Replace Explorer portables
with modulars
• Complete other capital
projects for Title IX and/or
ADA
• Addition at LWHS
• One new LWLC elementary
• Remodel or replace and
enlarge Kamiakin Middle
School
• ELC/RLC Choice High School
• Remodel or replace and
enlarge Alcott Elementary
• Special Education learning
spaces
• Land
• Site specific capital
projects/contingency
• LWLC Choice High School
• One new LWLC elementary
• One new RLC elementary
• Remodel or replace and
enlarge Evergreen Middle
• Preschool space
• Special Education learning
spaces
• Land
• Site specific capital
projects/contingency
• Addition at Finn Hill Middle
• Remodel or replace and
enlarge Smith Elementary
• Special Education learning
spaces
• Land for future projects
• Potential future projects TBD
• Site specific capital
projects/contingency
$398 million
• Adds space for
3000 students
$299 million
• Adds space for
2100 students
Reconvene a Task
Force
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2018 Bond Projects
Project Est. Cost (Millions)
Addition at Lake Washington High School $36
New elementary school in LWLC $47
Remodel or replace and enlarge Kamiakin MS $83
New choice high school in the Eastlake/Redmond region $45
Remodel or replace and enlarge Alcott Elementary $46
Land/Program Contingency/Special Education spaces $57
Total Project Cost $314
Less estimated State Construction Assistance $15
Total 2018 Bond Amount $299
31
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Capital Projects Levy
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Local Levy
Capital Projects Levy
Renewed every 4 years
Pays for upgrades to major facility systems on a life
cycle basis, accessibility projection, safety and security
upgrades, site improvements, athletic facility upgrades
Pays for enhanced technology infrastructure, equipment
and training, replacement of student computers, teacher
professional development, instructional software and
programs
Must garner 50% voter approval to pass
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Capital Projects Levy – Facilities
Building Systems & Improvements
• Provide asset lifecycle management and energy system Improvements:
School & Program Improvements
• Provide asset lifecycle planning and ensure Title IX and Washington Interscholastic Activities Association (WIAA) compliance
Code Compliance, Health & Safety
• Provide Health and Safety improvements and ensure building code compliance
Site Improvements, Athletics & Playfield
Upgrades
• Enhance the education program and address emergent building needs
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Capital Projects Levy - Technology
Technology Infrastructure &
Support
• Provide critical technology systems support and infrastructure improvements
Equipment
• Provide updated equipment to enhance student learning, staff productivity and safety
Instructional Software & Support
• Provide instructional and assessment software and instructional support staffing
Business & Technology Systems
• Provide critical business systems and technology operations software and support:
Technology Training & Professional Development
• Provide professional development and staff training in technology use and integration
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Educational Programs & Operations Levy
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Local Levy
Educational Programs & Operations Levy (EP&O)
Renewed every 4 years
Pays for program and operations beyond the program of Basic Education including: additional staff (including special education and substitutes), compensation, professional development, special programs (ELL, Highly Capable, Preschool) extra curricular activities and athletics
State limits the amount that can be levied to $1.50 per thousand AV or $2500 per student, whichever is less
Must garner 50% voter approval to pass
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Educational Programs and Operations Levy
State Approved Categories:
Supplements to minimum instructional offerings
Additional staff for class size reduction and beyond prototypical staffing ratios
Professional learning
Athletics and extracurricular activities
Extended school days or extended school year
Additional course offerings
Early Learning
Additional staff to support activities within the approved categories
Other categories approved by OSPI
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Educational Programs & Operations
2014: $65.9 million average per year
Assuming 15% inflation, the 2018 levy amount would
be approximately $75.8 million average per year
Based on the new state limit, we could collect
approximately $78.1 average per year and still keep
our promise not to increase the tax rate
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However…
We are counting on additional money from the
state so we can reduce reliance on local levy for
Basic Education staff compensation
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And…
We have new priorities that can only be funded
through local levy such as 7-period day for high
school students, as the state now requires 24 credits
to graduate
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Therefore…
Our plan is a $63.5 million average per year levy
This represents a 3.6% decrease from the 2014
levy
This is 18% less than we could collect based on
state limit while still keeping our promise
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EP & O Tax Rate
Current rate based on 2014 levy: $1.26
New rate based on 2018 levy: $1.03
This is $0.23 less than current and represents an 18%
reduction
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Total Tax Rate
Educational
Programs
and
Operations &
Levy
Capital
Projects Levy
Bond Total
2017 $1.32 $0.63 $1.21 $3.16
2018 $1.26 $0.59 $1.31 $3.16
2019 $1.03 $0.59 $1.31 $2.93
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Short-Term Facility Plan 45
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Key Criteria 46
The following criteria were developed after input from the board in August 2014. These criteria were used in the development of the short-term plan for 2014 and for 2018-2020:
Maintain learning community configuration
Align short term strategy to long term strategy to the extent possible
Live within identified resources
Be fiscally responsible
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History 47
In 2014 a short term plan was developed to address immediate needs for classroom space through 2017-18, prior to the 2016 bond
Added 69 classrooms through green portables, an addition, reconfiguration of interior spaces and changes to standard of services
Cost: $20 million dollars (repurpose bond funds/SCAP, impact fees)
We developed a similar short-term facility needs analysis and plan prior to the 2018 bond
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Recent History – Facility Needs48
Task Force identified strategies that could help bridge the gap, including:
Move district-wide programs
Add teacher planning rooms
Increase portable classrooms
Change school attendance boundaries
Limit/eliminate all-day Kindergarten (if allowed by state guidelines
Reduce number of specialized spaces
Increase class size
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Portable Analysis49
In 2014 an analysis was conducted to determine
portables that could be sited at each school
Sites with master plan approval
Bell, Frost, Keller, Muir, Sandburg, Thoreau
Rose Hill
McAuliffe
District must still go through building permitting process
to place portables on site
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Portable Analysis50
Approval of portables not included in master plan
requires:
Conditional use permit approval process which requires the
project to meet concurrency requirements
Includes traffic analysis, storm water, water/sewer, etc. necessary
to handle the additional permitted square footage
Process is subject to approval and conditions of SEPA process
Results in additional costs and longer timeframes
District must still go through building permitting process
to place portables on site
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For Space Needs through 2019-2020
Short-Term Plan51
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Short-Term Plan 52
Bring all elementary schools to no more than (3)
classrooms by the 2019-2020 school year
Standard of service, program moves/placement,
portables
Address capacity needs of 100+ at middle and
high schools
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Juanita Learning Community
✓
High School
✓Middle School
53
Permanent Total Sept
Capacity Capacity 17-18 18-19 19-20 20-21 21-22 22-23
JUANITA AREA TOTALS
High School 1,311 1,523 1,462 1,487 1,524 1,525 1,556 1,602
Shortfall Permanent (151) (176) (213) (214) (245) (291)
Shortfall Total 61 36 (1) (2) (33) (79)
Add 504 capacity to JHS in 2020 1,815 1,815
Shortfall Permanent (151) (176) (213) 290 259 213
Shortfall Total 61 36 (1) 290 259 213
Middle School 1,226 1,373 1,217 1,254 1,287 1,353 1,427 1,468
Shortfall Permanent 9 (28) (61) (127) (201) (242)
Shortfall Total 156 119 86 20 (54) (95)
Add 321 capacity to KAMS in 2022 1,547 1,547
Shortfall Permanent 9 (28) (61) (127) (201) 79
Shortfall Total 156 119 86 20 (54) 79
Elementary 2,716 2,762 2,894 2,932 2,961 2,993 2,953 2,926
Shortfall Permanent (178) (216) (245) (277) (237) (210)
Shortfall Total (132) (170) (199) (231) (191) (164)
Add 220 in Preschool Cap. in 2024 2,936 2,982
Shortfall Permanent (178) (216) (245) (277) (237) (210)
Shortfall Total (132) (170) (199) (231) (191) (164)
Elementary McCleary Capacity 2,368 2,408 2,894 2,932 2,961 2,993 2,953 2,926
Shortfall Permanent (526) (564) (593) (625) (585) (558)
Shortfall Total (486) (524) (553) (585) (545) (518)
Add 220 in Preschool Cap. in 2024 2,588 2,628
Shortfall Permanent (526) (564) (593) (625) (585) (558)
Shortfall Total (486) (524) (553) (585) (545) (518)
xElementary School
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Lake Washington Learning Community
✓High School
54
Permanent Total Sept
Capacity Capacity 17-18 18-19 19-20 20-21 21-22 22-23
LAKE WASHINGTON AREA TOTAL:
High School 1,470 1,736 1,583 1,641 1,717 1,822 1,853 1,949
Shortfall Permanent (113) (171) (247) (352) (383) (479)
Shortfall Total 153 95 19 (86) (117) (213)
Add 500 capacity to LWHS in 2021 1,970 1,970
Shortfall Permanent (113) (171) (247) (352) 117 21
Shortfall Total 153 95 19 (86) 117 21
Middle School 1,530 1,530 1,497 1,549 1,640 1,678 1,809 1,915
Shortfall Permanent 33 (19) (110) (148) (279) (385)
Shortfall Total 33 (19) (110) (148) (279) (385)
Elementary 2,970 3,476 3,823 4,052 4,206 4,345 4,440 4,492
Shortfall Permanent (853) (1,082) (1,236) (1,375) (1,470) (1,522)
Shortfall Total (347) (576) (730) (869) (964) (1,016)
Add 299 to Kirk capacity in 2019 3,269 3,706
New elem 690 capacity in 2020 3,959 4,396
Shortfall Permanent (853) (1,082) (937) (386) (481) (533)
Shortfall Total (347) (576) (500) 51 (44) (96)
Elementary McCleary Capacity 2,592 3,032 3,823 4,052 4,206 4,345 4,440 4,492
Shortfall Permanent (1,231) (1,460) (1,614) (1,753) (1,848) (1,900)
Shortfall Total (791) (1,020) (1,174) (1,313) (1,408) (1,460)
Add 190 to Kirk capacity in 2019 2,782 3,153
New elem 550 capacity in 2020 3,332 3,703
Shortfall Permanent (1,231) (1,460) (1,424) (1,013) (1,108) (1,160)
Shortfall Total (791) (1,020) (1,053) (642) (737) (789)
xMiddle School
xElementary School
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Redmond Learning Community
✓High School
✓Middle School
✓Elementary School
55
Permanent Total Sept
Capacity Capacity 17-18 18-19 19-20 20-21 21-22 22-23
REDMOND AREA TOTAL:
High School 1,869 2,081 1,759 1,932 2,015 2,001 2,089 2,105
Shortfall Permanent 110 (63) (146) (132) (220) (236)
Shortfall Total 322 149 66 80 (8) (24)
Middle School 1,655 2,153 2,230 2,295 2,403 2,448 2,436 2,390
Shortfall Permanent (575) (640) (748) (793) (781) (735)
Shortfall Total (77) (142) (250) (295) (283) (237)
New MS 900 capacity in 2019 2,555 3,053
Shortfall Permanent (575) (640) 152 107 119 165
Shortfall Total (77) (142) 650 605 617 663
Elementary 3,568 4,764 4,909 4,942 4,923 4,934 4,920 4,917
Shortfall Permanent (1,341) (1,374) (1,355) (1,366) (1,352) (1,349)
Shortfall Total (145) (178) (159) (170) (156) (153)
2 New elem 690 capacity in 2018 4,948 6,144
Old Red. El Presch. 80 cap in 2019 5,028 6,224
Add 207 capacity to Alcott in 2021 5,235 6,155
Shortfall Permanent (1,341) 6 105 94 315 318
Shortfall Total (145) 1,202 1,301 1,290 1,235 1,238
Elementary McCleary Capacity 3,112 4,152 4,909 4,942 4,923 4,934 4,920 4,917
Shortfall Permanent (1,797) (1,830) (1,811) (1,822) (1,808) (1,805)
Shortfall Total (757) (790) (771) (782) (768) (765)
2 New elem 550 capacity in 2018 4,212 5,252
Old Red. El Presch. 80 cap in 2019 4,292 5,332
Add 190 capacity to Alcott in 2021 4,482 5,246
Shortfall Permanent (1,797) (730) (631) (642) (438) (435)
Shortfall Total (757) 310 409 398 326 329
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Eastlake Learning Community56
Permanent Total Sept
Capacity Capacity 17-18 18-19 19-20 20-21 21-22 22-23
EASTLAKE AREA TOTAL:
High School 1,940 1,940 1,774 1,992 2,182 2,249 2,344 2,361
Shortfall Permanent 166 (52) (242) (309) (404) (421)
Shortfall Total 166 (52) (242) (309) (404) (421)
Add 600 capacity choice in 2022 2,540 2,540
Shortfall Permanent 166 (52) (242) (309) (404) 179
Shortfall Total 166 (52) (242) (309) (404) 179
Middle School 1,104 1,104 1,202 1,301 1,305 1,320 1,283 1,327
Shortfall Permanent (98) (197) (201) (216) (179) (223)
Shortfall Total (98) (197) (201) (216) (179) (223)
Elementary 2,163 2,807 2,814 2,864 2,868 2,859 2,813 2,729
Shortfall Permanent (651) (701) (705) (696) (650) (566)
Shortfall Total (7) (57) (61) (52) (6) 78
Add 230 capacity to Mead in 2019 2,393 2,899
Shortfall Permanent (651) (701) (475) (466) (420) (336)
Shortfall Total (7) (57) 31 40 86 170
Elementary McCleary Capacity 1,884 2,444 2,814 2,864 2,868 2,859 2,813 2,729
Shortfall Permanent (930) (980) (984) (975) (929) (845)
Shortfall Total (370) (420) (424) (415) (369) (285)
Add 158 capacity to Mead in 2019 2,042 2,464
Shortfall Permanent (930) (980) (826) (817) (771) (687)
Shortfall Total (370) (420) (404) (395) (349) (265)
xHigh School
xMiddle School
xElementary School
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Short-Term Plan Cost Summary57
$6.0 million
$4.5 million for 10 portables
$1.5 million for interior building modifications and
program moves
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Short-Term Plan Funding Source58
2014 and 2018 Capital Projects Levy
School & Program Improvements
Add portable classrooms and/or replace aging portables
Add and/or upgrade learning spaces to support school
programs and initiatives