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MEASURE M BOND OVERSIGHT COMMITTEE

 Annual Report  

To the Board of Education

2016/17 & 

2017/18  

September 17, 2019

NEW HAVEN UNIFIED SCHOOL DISTRICT

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Table of Contents

Executive Summary ........................................................................................................................................................................ 3

Authorization ..................................................................................................................................................................................... 3

Citizen’s Bond Oversight Committee ................................................................................................................................... 4

Sale of Bonds ...................................................................................................................................................................................... 5

Audit Requirements ....................................................................................................................................................................... 5

Completed Projects Summary .................................................................................................................................................. 6

2016/17 ............................................................................................................................................................................................. 6

2017/18 .............................................................................................................................................................................................. 7

Budget Update & Summary ...................................................................................................................................................... 9

..................................................................................................................................................................................... 12 APPENDIX

PROJECT PICTURES ........................................................................................................................................................ 12

........................................................................................................................................................... 13 2016/17 PROJECTS

.......................................................................................................................................................... 20 2017/18 PROJECTS

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Executive Summary Measure M was passed by the District voters on November 4, 2014 for $125million.

Ballot Language

“To continue critical school renovation and modernization projects, replace old portables with permanent classrooms, update school safety and security, improve student access to computers and technology, upgrade athletic facilities, increase the energy efficiency of classrooms and buildings, replace, acquire, construct and renovate District facilities and provide District-wide technology improvements, shall the New Haven Unified School District issue $125 million in bonds at legal interest rates with an independent citizens’ oversight committee?”

Authorization MEASURE M PROJECTS SUMMARY

Approved by the Board of Education on February 15, 2015.  

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Citizen’s Bond Oversight Committee

Bond Oversight Committee Members: 

NAME CAPACITY APPOINTMENT

Michael Ritchie Chair May 16, 2017 Vicki Lake Vice Chair March 10, 2015

Pam Carnes Member March 10, 2015 Mayra Janette Ruiz Luiz Member May 16, 2017

Eileen Riener Member March 10, 2015 Mary Schlarb Member March 10, 2015 Richard Valle Member March 10, 2015

Establishment 

Established on March 10, 2015 by NHUSD Board of Education Required to Meet Atleast once a year Governed by the Brown Act The Committee shall automatically terminate and disband at the earlier of

the date when (a) all bond proceeds are spent, or (b) all projects funded by bond proceeds are completed.

Purpose  To Ensure that spending decisions made by elected officials will be subject

to direct taxpayer review and that public will be promptly alerted to any waste or abuse.

May review the annual, independent financial and performance audits required by Proposition 39.

Review Deferred Maintenance plans and other cost-saving efforts in building design and use.

Inform the public about the expenditure of bond proceeds. Ensuring that the bond revenues are only spent for the specific projects. Ensure that no funds are used for any teacher salaries, or for other school

operating expenses.  

Tasks  Review Construction and Modernization Expenditures

Provide Annual Report to the Board of Education Fill Vacancies/Recruitment of New Members

Outreach through school communities Advertise Direct Personal Contact with Potential Applicants

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Sale of Bonds Series A: $30m - October 2015

District-wide solar projects

James Logan High School Track & Field

Technology (Devises/Peripherals/Infrastructure)

Deferred Maintenance Projects

Series B: $40m – October 2017 21st Century Learning Classroom (Itliong-Vera Cuz Middle School)

Pioneer Elementary Modernization Project

Searles Elementary Modernization Project

Technology (Devises/Peripherals/Infrastructure)

Deferred Maintenance Projects

Audit Requirements The Annual Proposition 39 Financial and Performance Audit: 2014 General Obligation Bond, Measure M is prepared to be in compliance with the financial and performance requirements as referred to in Proposition 39 and outlined in Article XIIIA, Section 1(b)(3)(C) of the California Constitution.

Audit Firm: Vavrinek, Trine & Day (VTD)

o Audit Reports:

June 30, 2016 (Fiscal Year 2015-16) Received by the Board on January 17, 2017

June 30, 2017 (Fiscal Year 2016-17) Received by the Board on January 9, 2018

June 30, 2018 (Fiscal Year 2017-18) Received by the Board on January 15, 2019

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Completed Projects Summary

Fiscal Year 2016/17

1. District-Wide Solar Projects

a. Installation of Solar Photovoltaic System - Phase 1 Sites: i. Delaine Eastin Elementary School

ii. Guy Emanuele Elementary School iii. Itliong-Vera Cruz Middle School iv. Cesar Chavez Middle School v. New Haven Adult School

vi. Mary Cordoza Center (Central Kitchen) vii. Educational Services Center (District Office)

  

2. District-Wide Technology Projects:

a. Infrastructure i. Network Equipment Replacement

JLHS District Office

ii. Optix Replacement System iii. Storage Area Network

b. Peripherals & Devices

i. Computer Lab Replacement – James Logan High School ii. Mac Minis for Teachers (District-wide)

iii. Mac Minis for Administrators (District-wide) iv. Mac Minis for ESC Tech Lab v. Student Chromebook Replacement: Grades 6-8

vi. Chromebooks for Incoming 9th Graders vii. Chromebooks & Carts for Itliong-Vera Cruz Middle School Science

Building viii. Replacement of Printers – District-wide

ix. Miscellaneous Computer & Computer Accessories

c. Software: i. NHUSD Website Enhancement

ii. Centralize Data Integration    

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3. District-Wide Deferred Maintenance Projects:

a. JLHS Re-roofing (Old Theater) b. Emergency Waterline Repairs at Searles Elementary School

  

4. Modernization Projects:

a. Alvarado Elementary School i. Parking Lot Improvement

b. Hillview Crest Elementary School

i. Parking Lot Improvement      

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Completed Projects Summary

Fiscal Year 2017/18  

1. District-Wide Solar Projects

b. Installation of Solar Photovoltaic System – Phase 2 Sites:

i. Alvarado Elementary School ii. Hillview Crest Elementary

iii. Barnard-White Middle School iv. James Logan High School

2. District-Wide Technology Projects:

a. Infrastructure i. Wireless Support Renewal

ii. Core Switch Replacement Support iii. Data/Telecom for Logan Stadium iv. Windows Server Upgrade

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b. Peripherals & Devices i. Audio/Video System for Board Room

ii. Chromebook carts – Cesar Chavez Middle School iii. Chromebook cart – Itliong-Vera Cruz Middle School band room iv. Chromebooks for Incoming 9th Graders v. Replacement chromebooks – Grades 2-5

vi. Replacement chromebooks – Conley-Caraballo High School vii. Chromebook/Tablet replacement – TK-2

viii. 21st Century Chromebook & cart ix. Chromebooks for BTSA x. Chromebooks – DW Library/Media Circulation

xi. Computer Upgrades for James Logan High School labs xii. Projectors & Document Cameras for New Haven Adult School

xiii. Chromebooks for New Haven Adult School xiv. Chromebooks for Decoto School for Independent Study xv. Monitors for STEM lab @ Cesar Chavez Middle School

xvi. Miscellaneous Computer & Computer Accessories

3. Deferred Maintenance Projects:

a. Playground Structure @ Pioneer Elementary School b. Gate & Safety Barrier Upgrades Project at Guy Emanuele Elementary School c. Parking Lot Improvements Project:

i. Eastin Elementary School ii. Emanuele Elementary School

iii. Cesar Chavez Middle School iv. New Haven Adult School v. Educational Services Center

4. Modernization Projects

a. James Logan High School Track & Field ii. Upgrade of James Logan High School (JLHS) Track & Field

iii. Team Room & 2 Restroom Modular Buildings

5. Future Ready Environments & Enhancements to ESC & Other Sites:

a. Itliong-Vera Cruz Middle School

[END OF SECTION] 

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Budget Update & Summary As of 3/15/19

Board Approved Projects Budgeted 14/15 Actual 15/16 Actual 16/17 Actual 17/18 Actual 18/19 Actual Total Balance

A Solar 15,000,000.00 - 1,917,017.86 3,936,860.42 1,360,875.90 184,939.86 7,399,694.04 7,600,305.96

B Technology 12,000,000.00 40,091.10 338,747.26 2,127,898.47 1,222,732.32 1,271,456.60 5,000,925.75 6,999,074.25

C Deferred Maintenance 10,000,000.00 197,704.74 (150,309.00) 1,615,668.88 104,355.69 802,923.06 2,570,343.37 7,429,656.63

D Bond Prog Admin 10,000,000.00 30,128.16 298,949.90 452,059.33 476,049.30 427,773.34 1,684,960.03 8,315,039.97

E Modernization of HVC 15,617,164.00 - 97,941.00 575,848.12 - - 673,789.12 14,943,374.88

F Modernization of PIO 15,005,639.00 - - - 341,344.32 342,202.97 683,547.29 14,322,091.71

G Modernization of SEA 11,603,997.00 - - 10,920.00 659,550.71 343,791.84 1,014,262.55 10,589,734.45

H Modernization of AES 2,868,769.00 - 140,598.58 595,497.12 - - 736,095.70 2,132,673.30

I JLHS Track Field 6,401,366.00 7,850.00 461,676.95 6,545,059.70 230,250.45 26,410.72 7,271,247.82 (869,881.82)

J 21st Century & Enhancements to ESC & Sites 26,503,065.00 - 33,268.76 423,268.81 2,520,892.77 923,101.91 3,900,532.25 22,602,532.75

Total 125,000,000.00 275,774.00 3,137,891.31 16,283,080.85 6,916,051.46 4,322,600.30 30,935,397.92 94,064,602.08

Series A 30,000,000 30,000,000

Series B 40,000,000 40,000,000

Total Bond Proceeds 70,000,000 55,000,000

Interests 46,946.97 129,037.38 521,603.75 383,054.55 1,080,642.65

Cash Flow (275,774.00) 26,633,281.66 10,479,238.19 44,084,790.48 40,145,244.73

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BOND PROJECTSDesign Phase Construction Completion  On‐Going 

DESIGN PHASE

CONSTRUCTION COMPLETION

2015 2016 2017 2018 2019 2020 2021 2022 2023

BOARD APPROVED PROJECTS: FEBRUARY 17, 2015

1 MODERNIZATION PROJECTS

1.1 Alvarado Elementary

Parking Lot & Paving2015 2016 2016

Administration Building Addition

1.2 Hillview Crest Elementary Modernization

Parking Lot/Drop Off2015 2016 2016

Library/Media Center Modernization

1.3 Pioneeer Elementary Modernization2017 2020 2020

1.4 Searles Elementary Modernization2017 2019 2020

1.5 James Logan High School

JLHS Track & Field2017 2018 2018

James Logan HS Bleachers Mod & Entry Structure 2017 2018 2019

2 FUTURE READY LEARNING ENVIRONMENTS/ENHANCEMENTS

2.1 Alvarado ES 21st Century Classroom2020 2022

2.2 Delaine Eastin ES 21st Century Classroom2020 2022

2.3 Guy Emanuele ES 21st Century Classroom2021 2023

2.4 Hillview Crest ES Mod/21st Century2021 2022

2.5 Kitayama ES 21st Century Classroom2020 2022

2.6 Pioneer ES Mod/21st Century Classroom2017 2019 2020

2.7 Searles ES Mod/21st Century Classroom2017 2019 2020

2.8 Cesar Chavez MS 21st Century Classroom2018 2020 2020

2.9 Itliong-Vera Cruz MS 21st Century Classroom2017 2018 2018

2.10 James Logan HS 21st Century Classroom 2021 2022

DISTRICT‐WIDE PROJECTS

3 District Wide Solar Projects

3.1 District Wide Solar Phase #22017 2018 2019

3.2 District Wide Solar Phase #3 Pioneer / Searles 2019 2020 2020

ACTIVITYCALENDAR YEARS

2017 - 2023 Updated 09/2019

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4 Deferred Maintenance

4.1 Deferred Maintenance: HVAC/LightingOngoing On-Going

Central Kitchen Freezer HVAC Replacement2016 2016 2016

ESC HVAC2018 2020 2020

4.2 Deferred Maintenance: Roofing 2015 Ongoing On-Going

Pioneer ES Roofing2018

4.3 Deferred Maintenance: Paving 2015 Ongoing On-Going

4.4 Deferred Maintenance: Playground Equipment 2015 Ongoing On-Going

Eastin ES Play Structure2019 2020

Emanuele ES Play Structure2019 2020

Hillview Crest ES Play Structure2018 2019

Kitayama ES Play Structure2019 2020

Pioneer Elementary Play Structure2015 2016 2017

4.5 Deferred Maintenance: Gates/FencingOngoing On-Going

Emanuele ES Security Gates2016 2017 2018

Itliong-Vera Cruz MS Fencing2015 2018 2018

James Logan HS Security Fencing 2017

4.6 Deferred Maintenance: Repairs/UtilitiesOngoing On-Going

Searles ES Emergency Water Line Replacement2016 2016 2016

Barnard White MS Emergency Gas Repair2016 2016 2016

Barnard White MS Emergency Gas Repair2017 2017 2017

Barnard White MS Emergency Water Repair2017 2017 2017

4.7 Deferred Maintenance: Miscellaneous 2017 2020 On-Going

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APPENDIX PROJECT PICTURES

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2016/17 PROJECTS Parking Lot Improvements – Alvarado Elementary School

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Parking Lot Improvements – Hillview Crest Elementary School

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Trash Enclosure -Hillview Crest Elementary School

Installation of Solar System: Guy Emanuele Elementary School

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Installation of Solar System - New Haven Adult School

Installation of Solar System - Educational Services Center

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Installation of Solar System - Mary Cordoza Center

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Installation of Solar System - Cesar Chavez Middle School

Installation of Solar System - Itliong-Vera Cruz Middle School

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DEFERRED MAINTENANCE: James Logan High School Re-Roofing Project (Old Theater)

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2017/18 PROJECTS Installation of Solar System - Alvarado Elementary School

Installation of Solar System - Hillview Crest Elementary School

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Installation of Solar System - James Logan High School

James Logan High School Track & Field Upgrade Project

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Itliong-Vera Cruz Middle School 21st Century Classroom

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DEFERRED MAINTENANCE: Pioneer Elementary School Play Structure