NCEFPREPORT ON THESTATE OF THE STATE OF SCHOOL FACILITIES

June 22, 2009Steve Taynton, AIASchool Planning, NCDPI

COMMUNICATION IS THE KEY!

Synopsis of 2008

• 294 projects in 2008, 801 review letters, 510 sets of plans. 255 projects so far in 2009 (69 of those are by the LEA - no AE)

• 43 (15%) New Schools, remainder additions/renovations/other

• Currently running about 145-150 projects in some phase of design/review (43% greater than last year)

• Strive for review within ten days

Average Yearly Costs

$91.70 $91.69$92.98

$95.59 $96.57 $96.23

$113.98

$146.22$148.10

$155.49

$149.08

$138.53

$80.00

$90.00

$100.00

$110.00

$120.00

$130.00

$140.00

$150.00

$160.00

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

Year

Co

st

pe

r S

qu

are

Fo

ot

Current Construction Costs

• 2008 costs ran $148/ square footAbout 4.5% less than $155 in 2007.Current 2009 cost so far (only 7 projects) are only $138

• We urge you to return our cost information requests - it’s the only way we can share this valuable info everyone needs! Only + Half of you are responding.

• We are looking for Total Sq. Ft. & Bid Costs as Awarded

• We urge you to take separate Site Work bids

Capital Funds

• 2008/09 Local Bonds passed: $38,650,000 (1 passed/0 Defeated on Nov 8, 2008)

• Total Capital Funds (Not including COPS/Debt reduction)Spent 2006/2007

Local 21,216,361State 743,931 Federal 1,170,080,840Total $1,192,041,132

• 2008/2009 PSBCF disbursements to date – ADM : $ 85,708,132– Lottery: $119,645,699

PSBCF Redirection

• 2009 PSBCF Holdback/Redirection– By Governor to balance 2008/2009 Budget– ADM Fund Feb. & May disbursement withheld $18,350,253– Lottery Fund Feb. disbursement withheld

$37,632,989– Total withheld to balance 2008/2009 budget: $55,983,242– No new projects/withdrawals allowed after April 9, 2009

(Debt payments & ongoing projects OK)

– ADM Current Unallocated Balance: $67,235,149– Lottery Current Unallocated Balance: $114,408,023– TOTAL (Not including June) $181,643,173

Note: Governor could still withdraw another $44,016,758)

– Beginning July 1, 2009 LEAs can again withdraw funds

2006/2007 Use of the PSBCF

Bldg Sys - HVAC2%

Bldg Sys - Gen1%

Land + Design2%

Technology5%

Repairs - Roofing2%

Enlarge - Renovate

22%

Miscellaneous5%

Debt Service48%

New Construction13%

Literary Loan Fund

• Small revolving loan fund from monies received from sale of state owned swamp land, mineral rights, etc. Only one loan outstanding

• Maximum 8% interest (usually much less)

• Payback over ten years

• 2009 Current cash balance + $408k• House budget to redirect/eliminate

• New items– Selected Laws (after session ends)– New Transmittal Form– Energy Guidelines

• Upcoming Items– Updated Facility Guidelines– High Performance Guidelines– Updated hazardous materials prevention/remediation– Frequent Review Comments– Environmental Policy Act Requirements for Schools– Updated “The School Site”

2007 Passed Legislation

• H 42 Science Safety – Now “Approve” Science Labs.

• H735 High Schoolers in Community College - no building modifications (similar bill to include Universities in progress)

• S754 School Planning to Administer QZABs and QSCBs

• H1031 Reduce building restrictions on Pre-K in Schools

2009 Potential Legislative Action

• S386 LEAs to report future uses of PSBCF• Increase class sizes by two and three students• Major reductions in funding for schools• Layoffs in teachers, administrators and DPI staff as well as

educational programs• H749 Allow cisterns for toilet flushing• Raise cap on Charter Schools• Encourage LEAs to share PE facilities w/ others• S346 Allow Cabarrus to not bid on plan reuses• Redirections from PSBCF• LEAs must report future uses of PSBCF• Up to 1M guar. Energy Savings Contracts• Continue earmarking of sales tax for school const.• H735 High Schoolers in Community College - no building

modifications (similar bill to include Universities in progress)• HB 512 & 282 – Green Revolving loan fund and utility

reporting

Two ½ cent sales tax

• 2011 (3 years) begins Sunset on two ½ cent sales tax earmarking for school construction

• Another Bill to extend or remove sunset in final committee

• 30% of one and 60% of other are currently earmarked for capital outlay

Federal Stimulus Funding

• SB 754 became law Friday• New QZAB Allocations approved:

– 12.6M 2008 44.099M 2009

• New QSCB Allocations– 88.2M direct by treasury to five large LEAs– 187M to be divided among 110 LEAs

• Any allocation not issued by Dec 31, 2009 will be re-allocated

– Build America Bonds• Low interest bonds – no limits• Contact US Treasury

Federal Stimulus Funding (cont)

• Energy Grants and Bonds– Contact State Energy Office

(May include revolving loan fund for incremental cost extras)

• Rural Development Grants– Contact US Dept of Agriculture

• Federal Impact Aid Grants– For counties affected by Military Bases– For tribal reservation schools

Other Rumblings

• Still a push to raise cap on Charter Schools and help fund their construction

• Still a push to redistribute Lottery funds based upon straight ADM

• Anti tax groups and others still pushing for “cheaper” school construction, too small classrooms, modular construction, poorer quality

• A move to redo the PSBCF so that most of the money is spent each year (more like a bank)

Other Rumblings

• Public-Private Partnerships: few being explored

• Still lots of talk (but not much action) about smaller schools– Early/Middle Colleges are a specialized

exception– Some Early/Middle colleges closing down

(end of grants/poor achievement)

School Size Growth

All Types Average Students Per Year

700

750

800

850

900

950

1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Building Code Issues

• Elevators, ramps, etc. required for all press boxes

• Code issues with Pre-K continue to plague LEAs – New legislation helps

• Keyed elevators causing code problems

• Area of Refuge required again

• Panic Bars/closers on classrooms 1,000 net sq ft & >

• HVAC fresh air requirements not being met

• Incorrect HVAC design temperatures

Plan Review Issues

• NO RESPONSE TO OUR REVIEW LETTERS!– Have instituted a reminder letter system

• CLASSROOM SIZES BELOW MINIMUMS!• Rooftop HVAC units/rooftop “heat pump city”• Inefficient HVAC systems – get engineers

involved earlier! Cheaper systems are NOT better

• Pedestrians crossing roads/parking to get to PE/athletic fields

• No or poorly designed building expansion joints• Code violations• Send Mobiles/Mega-modulars in for review

Sustainability

• PUBLIC UTILITY AND ENERGY SERVICES$277,212,940 spent (2007/2008)

• “LEED for Schools” “Collaborative for High Performance Schools” and Triangle “J” “High Performance Guidelines” are all good tools

• School Planning exploring adapting one of the above for North Carolina

• Use “true” life cycle costing!• Need to find way to use Operating Budget to

pay for any increased initial cost• Must be automated controls - not over-ridden or

misunderstood by users

Challenge

• Creative Financing – Must get money from several sources

• Make sure your “design elements” aren’t just “decoration”

• Remember that longevity and low maintenance are crucial – be careful with “experimentation”

• True design is about function, learning and relationships not just “down and dirty plans.”

Questions ??

And – the 2009 Award for InnovationExtreme Space Saving Stair

(source: http://www.ebaumsworld.com/pictures/view/750819/)