Del Mar Union School District...Modernization: Modernization is necessary to ensure facilities...
Transcript of Del Mar Union School District...Modernization: Modernization is necessary to ensure facilities...
September 16, 2015 Regular Board Meeting
Del Mar Union School DistrictFacilities Master Plan
• Deferred Maintenance
• Community Facility Districts
• Facility Master Plan• Development
• Scope of Work
• Summary of Construction Costs
• Improvement Priorities
• Multi-Year Projection
• Election Results
• Timeline
• Conclusion
Presentation
Deferred Maintenance
• Pursuant to GASB 54 Fund Balance Reporting and GovernmentalFund Type Definitions, the Governing Board adopted byResolution No. 2011-21 to commit the fund balance for deferredmaintenance
• Funds for Deferred Maintenance has been eliminated and rolledinto the base grant under the Local Control Funding Formula(LCFF)
• The Local Control and Accountability Plan (LCAP) requires thatschool facilities be maintained in good repair
• Districts are required to continue to properly maintain facilitiesand manage deferred maintenance needs
Fund 14 - Deferred Maintenance
Fiscal Year:Year 1
2014-2015Year 2
2015-2016Year 3
2016-2017Year 4
2017-2018Year 5
2018-2019
Beginning Fund Balance 530,222.80 483,795.05 352,348.05 (272,525.95) (1,117,399.95)
Revenue:
LCFF Deferred Maintenance Transfer 135,126.00 135,126.00 135,126.00 135,126.00 135,126.00
Interest 1,156.31 1,000.00 - - -
Total Revenue 136,282.31 136,126.00 135,126.00 135,126.00 135,126.00
Expenditures:
Painting 29,505.00 35,550.00 45,000.00 150,000.00 75,000.00
Slurry Seal 56,422.50 96,523.00 35,000.00 30,000.00 25,000,00
Ball Walls 25,950.00 - - - -
Flooring 39,832.56 135,500.00 480,000.00 500,000.00 450,000.00
Roofing - - - 50,000.00 250,000.00
Shade Structures - - - 250,000.00 150,000.00
Electrical - - 200,000.00 - -
Sewer Replacement 31,000.00
Total Expenditures 182,710.06 267,573.00 760,000.00 980,000.00 950,000.00
Ending Fund Balance 483,795.05 352,348.05 (272,525.95) (1,117,399.95) (1,932,273.95)
Fund 14 Deferred MaintenanceFor Routine Upkeep of Schools
Community Facility Districts
Community Facilities Districts Nos. 95-1 & 99-1
• In July 1999 the Del Mar CFD 95-1 issued $12,660,000 ofCertificates of Participation (COPs); proceeds from the sale wereused to finance the acquisition and construction of the TorreyHills School.
• In June 2007 the Del Mar CFD 95-1 issued $19,955,000 Series2007 Special Tax Bonds, proceeds from the bonds were usedprimarily to finance the acquisition and construction of OceanAir School and prepay the COPs.
• Future funding from CFD 95-1 may be used for school siteimprovements at Ocean Air School and Torrey Hills School and issubject to Bond Counsel approval.
Community Facility District No. 95-1
• In October 2003 the Del Mar CFD 99-1 issued $10,620,000 inLease Revenue Bonds; proceeds from the sale were used tofinance the acquisition and construction of the Sycamore RidgeSchool.
• In June 2012 the Del Mar CFD 99-1 refinanced the 2003 Bondsunder the Series 2012 Special Tax Refunding Bonds in theamount of $9,920,000
• Future funding from CFD 99-1 may be used for school siteimprovements at Sycamore Ridge School and is subject to BondCounsel approval.
Community Facility District No. 99-1
Community Facilities Districts North City West School Facilities Financing Authority
Facility Master Plan
• Strategic Plan• Core Strategy #4 Facility Optimization
• We will develop a plan to maximize functional use of facilities
• 2013-2014 Top Priority Action• Finalize long term Facility Master Plan
• 2014 Facility Master Plan• Developed through stakeholder engagement
• Identifies a vision; it is not a design but a plan for future improvement
• Should be revisited and updated so it reflects the changing needs of the district
Facility Master Plan
the outreach committeeinput from 60+ stakeholders including:
community membersparents
district staffschool site principals
teachers + site representatives
60+core
participants
Community Outreach /
250+outreach
Del Mar
Community
• (5) Outreach Meetings
• (8) Data Committee Meetings
• (2) School Site Committee Meetings
• (1) Public Town Hall
• (3) Board Presentations
• (2) Parent Focus Group Meeting
• West Side Facility Meeting
• Local Press Articles
• Website Postings
• Online Survey
• Future “Planning Board Meetings”
20+meetings
13
• Town Hall November 6, 2013
Flyer posted on district website
Articles in Carmel Valley News & Del Mar Times
PTA Meetings, Superintendent letter to the Community, e-blast invitation to parents and all call telephone invitation to district families
• Town Hall December 3, 2013
Sycamore Ridge
Ashley Falls
Torrey Hills
• Board Meeting November 20, 2013
Review of Community Input
• Special Board Workshop February 12, 2014
FMP Presentation and Discussion
• Torrey Hills Community Planning Board Meeting March 18, 2014
Early Childhood Development Center at Torrey Hills
• Board Meeting March 26, 2014
Projected Enrollment vs. School Capacity
Direction to conduct feasibility study at ECDC at Torrey Hills
• Board Meeting August 27, 2014
ECDC scope of work, design, cost estimate and schedule
• Community Information Meeting September 8, 2014
Enrollment/ Capacity
ECDC Feasibility Study
• Outreach Meeting 1 September 18, 2013
Process Overview
Educational Visioning
Integration of Technology
Professional Learning
• Outreach Meeting 2 October 1, 2013
Educational Themes
Site Assessments
Program Opportunities
• Outreach Meeting 3 October 29, 2013
School Site Utilization
Facility Optimization
Options to Address Capacity and Program Needs
Early Childhood Development Center
Funding Approaches
• Outreach Meeting 4 December 17, 2013
Master Plan Review
Prioritization
ECDC Proposal at Torrey Hills
• Outreach Meeting 5 January 8, 2014
Funding Alternatives
Stakeholder & Community Collaboration
• Ashley Falls• Principal Coffee February 10, 2014• State of the District Staff Meeting June 2, 2014
• Carmel Del Mar• Principal Coffee January 23, 2014• Principal Coffee September 10, 2014• State of the District Staff Meeting June 5, 2014
• Del Mar Heights• Principal Coffee March 19, 2014• State of the District Staff Meeting May 21, 2014
• Del Mar Hills• Principal Coffee March 13, 2014• State of the District Staff Meeting June 2, 2014
• Ocean Air• Principal Coffee February 6, 2014• State of the District Staff Meeting June 3, 2014
School Site Specific Outreach and Collaboration
• Sage Canyon• Principal Coffee March 4, 2014• State of the District Staff Meeting May 27, 2014
• Sycamore Ridge• Principal Coffee February 27, 2014• State of the District Staff Meeting May 20, 2014
• Torrey Hills• Principal Coffee March 7, 2014• State of the District Staff Meeting June 10, 2014• Principal Coffee September 5, 2014• Principal Coffee September 11, 2014
• PTA Presidents’ Advisory Council Meetings:October 8, 2013 February 11, 2014 November 12, 2013 April 15, 2014December 10, 2014 May 13, 2014January 14, 2014
Staff attended:• Pacific Center for Workforce Innovation: Idea Jam – November 2014• Future Ready Summit – June 2015• 4 Classroom Learning Environment (CLE) Tour – Laguna Beach School District – June 2015
Governing Board of Trustees Special Meetings:• Governing Board of Trustees Workshop: Setting the Stage for Optimal Learning Meeting – March 2015• Governing Board of Trustees Tour of Carmel Del Mar School – September 2015
Community Meetings:• Community Information Meeting at Del Mar Hills Academy – September 2014 (regarding DMUSD Capacity and Programs - feasibility study
and anticipated growth)• (8) Coffees with the Superintendent (each school)
Staff Meetings:• (5) Cabinet Meetings• (10) Leadership/Principals’ Meetings• (2) Planning meetings for Community Information Meeting • (12) Facilities Master Plan Meetings• (22) Modern Learning Studios / Innovation Centers Meetings• (14) STEAM+ Meetings• (5) STEAM+ Meetings with the Del Mar Schools Education Foundation• (4) PTA Presidents’ Advisory Committee Meetings
Ongoing Facility Master Plan Meetings
1. Modernization: Modernization is necessary to ensure facilities continue to meet all building and safety codes, and specifically includes repair, upgrade and replacement of outdated essential building components such as lighting, casework, ADA requirements, finishes, as well as electrical and mechanical systems.
2. Technology Infrastructure: Technology infrastructure upgrades are necessary to increase campus connectivity (WiFi and bandwidth) to support the educational program.
3. Collaboration Space (Classroom Adjustments): To effectively teach California Standards, collaboration space is needed to allow for an extension of the classroom that provides a flexible learning environment for students, faculty, and parents.
4. Flexible Furnishings: Flexible furnishings such as tables, desks, chairs and shelving allow multiple classroom configurations to support 21st Century learning.
Facility Master PlanScope of Work Categories
5. Innovation Center (Including Technology): The Innovation Center is the library for 21st Century learning. To be successful in teaching 21st Century skills, it is necessary that we provide a content-creation space with multiple zones, allowing for acoustical separation when necessary.
6. MUR Upgrades (Sink and AV): To maximize each school community’s use of their MUR, we need to upgrade the Audio Visual systems at each site, and add a sink to the existing buildings.
7. Front Office Improvements: Minor reconfigurations to the front office lobby are necessary to transform the space to a welcome center with a student-scaled environment and a waiting area for parents and visitors.
8. Science/Technology/Art/Engineering/Music/PE (STEAM+): The STEAM+ approach to learning removes the traditional barriers separating disciplines and allows students the opportunity to apply the skills and knowledge they have learned or are in the process of learning to real-world, relevant applications. To fully implement such a dynamic program, it is necessary to have facilities that allow a variety of configurations and space for this learning.
Facility Master PlanScope of Work Categories
9. Professional Learning Center: Professional learning is essential for teachers and staff in the implementation of California Standards. Similar to student classrooms, the Professional Learning Center will be a space dedicated to faculty to collaborate and learn new technologies, and also to share teaching strategies.
10. Parent Workroom: Individual school sites report that between 40 and 100 parents volunteer per week. In order to allow parents meaningful participation in the educational program, it is necessary to have a work space dedicated to parent use.
11. Reconfigure Administration: The reconfiguration of the administrative offices is an extension of the Modernization category.
12. Portable Classrooms to Permanent: As relocatable classroom buildings age and near the end of their life cycles, these buildings must be replaced with new, permanent construction to meet the needs of the District as reflected in forecasted increases in student enrollment.
13. Security: The intent of this category is to address the need to ensure safety of people on campus through improvements to parent/bus drop-off, parking, pedestrian circulation, and campus fencing.
14. Covered Dining: Keep students safe from heat and sun skin damage.
Facility Master PlanScope of Work Categories
15. Covered Play: Keep students safe from heat and sun skin damage.
16. Replace Wood Chips with Rubber: Replacing wood chips with rubber will keep students safe by providing a cleaner and softer play surface.
17. Parking Lot/Drop-off: Provide enough parking to accommodate individual school needs. Improve ingress and egress routes to increase the safety of students around moving vehicles and to minimize wait time in school traffic lanes.
18. Outdoor Learning Opportunities: Outdoor learning spaces extend the classroom and encourage the creative and critical thinking necessary for 21st Century learning.
19. Child Development Center Buildings: The Ashley Falls Child Development Center is currently housed in relocatable classrooms. These buildings are aging and nearing the end of their life cycles, and need to be replaced with new permanent construction to meet the needs of the District as reflected in forecasted increases in student enrollment.
Facility Master PlanScope of Work Categories
Summary of Construction Costs
* Item #8 STEAM+ construction cost includes portable classrooms to permanent at Carmel Del Mar, Del Mar Heights and Del Mar Hills
ItemAshley
FallsCarmel Del Mar
Del Mar Heights
Del Mar Hills
Ocean Air
Sage Canyon
Sycamore Ridge
Torrey Hills
Total Construction Cost (2014$)
1 - Modernization $5,433,000 $11,314,000 $9,588,000 $11,041,000 $423,000 $4,587,000 $602,000 $4,733,000 $47,721,000
2 - Technology Infrastructure $1,690,000 $1,810,000 $1,690,000 $1,580,000 $2,170,000 $2,080,000 $1,720,000 $2,050,000 $14,790,000
3 - Collaboration Space $346,000 - - - - $566,000 - - $912,000
4 - Flexible Furnishings $620,000 $441,000 $498,000 $418,000 $738,000 $639,000 $725,000 $620,000 $4,699,000
5 - Innovation Center (Including Technology) $672,000 $806,000 $1,112,000 $1,008,000 $1,094,000 $850,000 $706,000 $1,066,000 $7,314,000
6 - MUR Upgrades (Sink and AV) $31,000 $31,000 $31,000 $31,000 $31,000 $31,000 $31,000 $31,000 $248,000
7 - Front Office Improvements - - - - $281,000 $220,000 $207,000 $260,000 $968,000
8 -* STEAM+ (portables to permanent) - $5,136,000 $2,643,000 $2,450,000 - - - - $10,229,000
9 - Professional Learning Center $215,000 $276,000 $276,000 $276,000 $259,000 $215,000 $215,000 $215,000 $1,947,000
10 - Parent Workroom - $173,000 $173,000 $131,000 - $115,000 $215,000 $215,000 $1,022,000
11 - Reconfigure Administration - $888,000 $770,000 $1,421,000 - - - - $3,079,000
12 - *Portable Classrooms to Permanent - - $5,659,000 - - $4,497,000 - - $10,156,000
13 - Security $417,000 $297,000 $335,000 $316,000 $649,000 $431,000 $488,000 $472,000 $3,405,000
14 - Covered Dining $523,000 $436,000 $382,000 $1,418,000 $327,000 $382,000 - $174,000 $3,642,000
15 - Covered Play $698,000 $523,000 $523,000 $1,046,000 $785,000 $785,000 $785,000 $785,000 $5,930,000
16 - Replace Wood Chips with Rubber $58,000 $115,000 $173,000 $230,000 $173,000 $115,000 - $173,000 $1,037,000
17 - Parking Lot/Bus Drop-off - $644,000 - $828,000 - - - $1,564,000 $3,036,000
18 - Outdoor Learning Opportunities - $26,000 $66,000 $53,000 - $121,000 - $48,000 $314,000
19 - Child Development Center Buildings $4,896,000 - - - - - - $7,489,000 $12,385,000
Total Construction Cost $15,599,000 $22,916,000 $23,919,000 $22,247,000 $6,930,000 $15,634,000 $5,694,000 $19,895,000 $132,834,000
Category Ranking Cost Total
Modernization 1 $47,721,000 $47,721,000
Technology Infrastructure 2 $14,790,000 $62,511,000
Portable Classrooms to Permanent 3 $10,156,000 $72,667,000
STEAM+ (portable classrooms to permanent) 4 $10,229,000 $82,896,000
Innovation Center 5 $7,314,000 $90,210,000
Covered Dining 6 $3,642,000 $93,852,000
MUR Upgrades 7 (A) $248,000 $94,100,000
Parking and/or Drop Off 7 (B) $3,036,000 $97,136,000
Safety & Security 8 (A) $3,405,000 $100,541,000
Flexible Furnishings 8 (B) $4,699,000 $105,240,000
Covered Play 9 $5,930,000 $111,170,000
Outdoor Learning Opportunities 10 $314,000 $111,484,000
Front Office Improvements 11 $968,000 $112,452,000
Collaboration Space 12 $912,000 $113,364,000
Professional Learning Center 13 (A) $1,947,000 $115,311,000
Parent Workroom 13 (B) $1,022,000 $116,333,000
Reconfigure Administration 13 (C) $3,079,000 $119,412,000
Replace Woodchips with Rubber 13 (D) $1,037,000 $120,449,000
Cumulative Estimated Cost by Prioritization of Improvement
Construction Costs Multi-Year Projection
ItemTotal
Construction Cost
2014-2015 Actual
Expenditures
2015-2016
Budgeted
Expenditures
2016-2017
Projected Budget
2017-2018
Projected Budget
2018-2019
Projected BudgetUnfunded FMP
1 - Modernization * 53,332,000.00 1,080,798.00 2,002,356.00 781,474.00 150,000.00 150,000.00 49,167,372.00
2 - Technology Infrastructure 14,790,000.00 206,401.00 100,000.00 150,000.00 150,000.00 150,000.00 14,033,599.00
3 - Collaboration Space (Classroom Adjustments) * - - - - - - -
4 - Flexible Furnishings * - - - - - - -
5 - Innovation Center (Including Technology) 7,314,000.00 - - - - - 7,314,000.00
6 - MUR Upgrades (Sink & AV) 248,000.00 - - - - - 248,000.00
7 - Front Office Improvements 968,000.00 - - - - - 968,000.00
8 - STEAM+ (portable classrooms to permanent) 10,229,000.00 - - - - - 10,229,000.00
9 - Professional Learning Center 1,947,000.00 - - - - - 1,947,000.00
10 - Parent Workroom 1,022,000.00 - - - - - 1,022,000.00
11 - Reconfigure Administration 3,079,000.00 - - - - - 3,079,000.00
12 - Portable Classrooms to Permanent 10,156,000.00 - - - - - 10,156,000.00
13 - Security 3,405,000.00 137,685.00 66,973.00 - - - 3,200,342.00
14 - Covered Dining 3,642,000.00 - - - - - 3,642,000.00
15 - Covered Play 5,930,000.00 130,511.00 - - - - 5,799,489.00
16 - Replace Wood Chips with Rubber 1,037,000.00 - - - - - 1,037,000.00
17 - Parking Lot/Bus Drop-off 3,036,000.00 - - - - - 3,036,000.00
18 - Outdoor Learning Opportunities 314,000.00 57,694.00 - - - - 256,306.00
19 - Child Development Center Buildings 12,385,000.00 453,874.00 1,006,308.00 - - - 10,924,818.00
Total Construction Cost $ 132,834,000.00 $ 2,066,963.00 $ 3,175,637.00 $ 931,474.00 $ 300,000.00 $ 300,000.00 $ 126,059,926.00
Multi-Year Projection
* #3 Collaboration Space and #4 Flexible Furnishings combined with #1 Modernization
Election Results
55% GO Bond ElectionSchool District
Amount(in millions)
Percentageof the Yes Vote
* Dehesa Elementary School District $5.5 58.4%
* Encinitas Union Elementary School District $44.2 61.6%
* Julian Union High School District $2.1 60.4%
* San Marcos Unified School District $287.0 63.4%
November 2, 2010 Election
Parcel Tax Election-2/3 voteSchool District Amount /Time
Percentage of the Yes Vote
San Diego Unified School District $98/Parcel -5 years 50.8%
South Bay Union Elementary School DistrictNot to exceed
$96/Parcel – 4 years 59.7%
* = measure was successful
55% GO Bond ElectionSchool District
Amount(in millions)
Percentageof the Yes Vote
* Cajon Valley Union Elementary School District $88.4 58.2%
* Dehesa Elementary School District $3.0 55.9%
Mountain Empire Unified School District $30.8 45.4%
Ramona Unified School District $66.0 50.6%
* South Bay Union Elementary School District $26.0 75.9%
* San Diego Unified School District $2,800.0 61.8%
* San Dieguito Union High School District $449.0 55.5%
Del Mar Union Elementary School District $76.8 54.3%
November 6, 2012 Election
* = measure was successful
School Facilities Improvement DistrictAmount
(in millions)Percentage
of the Yes Vote
* Chula Vista Elementary School District $90.0 68.8%
55% GO Bond ElectionSchool District
Amount(in millions)
Percentageof the Yes Vote
Cajon Valley Union Elementary School District $20.0 49.1%
* Escondido Union Elementary School District $182.1 57.0%
* Lakeside Union Elementary School District $31.0 58.6%
* Lemon Grove Elementary School District $10.0 71.9%
* National Elementary School District $26.1 78.6%
Ramona Unified School District $40.0 53.3%
Vallecitos Elementary School District $2.0 53.5%
November 4, 2014 Election
* = measure was successful
55% GO Bond ElectionSchool District
Amount(in millions)
Percentageof the Yes Vote
Coronado Unified School District $29.0 42.0%
June 3, 2014 Election
Timeline
Date Event
November 2015 Assembling the Team-Financial Advisor, Bond Counsel, Campaign Consultant
January 2016 Commence Public Information and Education Outreach
February 2016 Conduct Bond Measure Feasibility Survey
March 2016 Present Survey Results and Findings to the Board
April 2016 Develop Project List and Ballot Measure
May 12, 2016Estimated Deadline to Submit Package to the San Diego County Taxpayers Association for Endorsement
June 2016 Board Meeting to Consider Declaring Intention to Form SFID
July 2016Board Meeting to Consider Ordering the Formation of SFID and Calling Bond Election
August 12, 2016 Estimated Deadline to Submit Paperwork to County Registrar of Voters
November 8, 2016 Election Day
Estimated Election TimelineNovember 2016
• Parcel Tax• Requires two-thirds voter approval• Flat amount per parcel
• General Obligation Bond• Prop 46
• Simple majority board approval• Two-thirds voter approval• No statutory tax rate limit
• Prop 39• Super majority board approval• 55% voter approval• Tax rate limited to $30 per $100k for assessed value
• School Improvement District (SFID)• Operates like a Prop 39 GO Bond• Carves out a specified area where only those voters within the SFID would vote and be assessed taxes• Projects funded by SFID must be located within its boundaries
• Reserves over the 15% minimum fund balance and 3% reserve for economic uncertainties
Options for Funding the Unfunded Portion of the Facility Master Plan
• Relocatable classroom buildings continue to age and are near the endof their life cycle
• Routine Maintenance of School Sites is not part of the Facility MasterPlan
• Fund 14 Deferred Maintenance reserve balance will be exhausted by2016-2017 with an annual $135,000 funds transfer available fordeferred maintenance projects
• There is no funding from the State for Facilities
Conclusion