study session presentation guiding principles jan. 4,...
TRANSCRIPT
Study Session Presentation Guiding Principles
Jan. 4, 2012
1/04/12
Master Plan Process Steps
2
• Board Study Session (Tonight)
• Community Input (January – April)
• Adoption of Facility Master Plan (April)
• Potential bond renewal
1/04/12
Facilities Master Plan: Project Categories
3
Source: Facilities Planning & Management, MKThink facilities assessment, ZFA structural engineers Note: Site optimization for program are the 1st phase identified through 1st year of strategic plan implementation
Potential projects estimated costs by type, $MM
Potential projects estimated cost:
$1.46 B
New Projects
Site Optimization for Programs*
12%
Seismic Safety Enhancement
23%
Modernization & Facility Upgrades 65%
Solar and Energy Efficiency Programs
Portable Replacements
Deferred Projects from 2005 Master Plan
1/04/12
Study Session Discussion Focus
4
• Bond requirements
• Bond size
• Project list
• Project prioritization
1/04/12
Agenda
5
• Process and guiding principles in shaping the Facilities Master Plan
• Clarifying questions
• Next Steps
• Discuss issues affecting project prioritization
• Other comments, questions, and discussion
1/04/12 6
Facilities Cycle Overview PROCESS OVERVIEW
Complete In Progress Future
Jun 2011 – April 2012
1/04/12 7
Facilities and Projects: Moving Forward MASTER PLANNING PROCESS
Physical Condition-driven Needs (Bricks + Mortar)
Strategic Plan Support Needs
Facilities Master Plan Project Definition Cost Estimating Prioritization Scheduling
Board Priorities Input
Community Priorities Input
Facilities Projects Implementation
Full Service Community School District: Quality Neighborhood Schools
Quality School Options
General Obligation Bond
and Funding Availability
1/04/12 8
Strategic Plan Vision & Goals
Maximize the quality use of our assets in service of creating equitable opportunities for learning and to support the health, and well-being of all children, families and their communities
Asset Management: Develop strategies for district asset allocation in line with the district’s strategic initiatives and priorities
Manage OUSD assets and properties to effectively support quality schools, revenue generating opportunities, and community benefit
MASTER PLANNING PROCESS
Vision
Goals
Assets & Facilities Management
OUSD Strategic Plan June 2011
1/04/12 9
Vocabulary & Definitions
Facility and/or Site: Property owned by OUSD
School program: Educational program typically identified with a County District School (CDS) Code
Buildings: Physical structures
Facilities Master Plan: Long-term plan identifying physical needs, improvements, and investments in district facilities
MASTER PLANNING PROCESS
1/04/12 10
District Assets Overview
No. of OUSD Sites
100 Includes: 7 administration and adult education
sites and 9 sites partially or completely occupied by charter schools
Acres: 520 Building square feet: 6,272,648 No. of portables: 581 (651,429 s.f.)
No. of OUSD School Programs
101 Source: School Portfolio Management Includes all schools prior to Oct 26 restructuring.
DISTRICT ASSETS OVERVIEW
1/04/12
100 Sites, 520 Acres
11
Land Use
Undeveloped 10% Buildings
22% Permanent
Programmed Outdoor Use 56%
Dedicated Parking 12%
296.2 acres
60.8 acres
49 acres
98.1 acres
DISTRICT ASSETS OVERVIEW
1/04/12 12
Buildings: 6,272,648 s.f.
Admin and Other: 9%
High Schools 23%
Middle Schools 24%
1,522,272 SF
2,781,536 SF
1,472,483 SF
496,357
Elementary Schools 44%
Grade Level
Permanent Structures 90%
Portable Structures: 10%
Building Type
Source: OUSD Site & Building drawings, Site inspection, 2005 Facilities Master Plan, Satellite images, OUSD Facility Utilization Report (2/13/09)
DISTRICT ASSETS OVERVIEW
1/04/12
Building Age
13
328 Permanent Buildings
64% over 50 years old
Num
ber
of B
uild
ings
DISTRICT ASSETS OVERVIEW
Source: 2005 Facility Master Plan, Title Search
1/04/12
Portables Age
14
581 Portables
Num
ber
of P
orta
bles
69% over 30 years old
DISTRICT ASSETS OVERVIEW
Source: Field survey, American Appraisal
1/04/12
Seismic Safety Enhancement (SSE) Program
15
82
36
174
36
Summary of Building Preliminary Rankings by Number of Buildings
Lower seismic vulnerability
Moderate seismic vulnerability
Higher seismic vulnerability
Source: ZFA Structural Engineers Preliminary Report, November 2011
Requires additional investigation
DISTRICT ASSETS OVERVIEW
1/04/12 16
OUSD & Charter Enrollment: 2000-2011
Oakland Student-Age Population (5-17)
2000: Total Student-Age: 71,467
2010: Total Student-Age: 57,021
‣ Overall population decline ‣ Fiscal constraints ‣ Charter authorization
Demographics & Enrollment: Planning Capacity
1/04/12 17
SITE + SCHOOL
PROGRAM MATCH
Facilities Planning & Mgmt. Process School Program Evaluation Process
Generate Projects
Identify Issues
Evaluate Assets
FACILITY
Transformation and Expanding Quality
Identify Issues
Evaluate Programs
SCHOOL PROGRAM
Ongoing Process:
Maximize educational
outcome Improve facility quality Improve program quality
PROCESS OVERVIEW
Bridging Outcomes: Finding the Balance
1/04/12 18
Facilities Master Plan: Improve Facility Physical Conditions
Modernizations and facility upgrades ‣ Deferred maintenance/building systems
‣ Heating/cooling ‣ Roof repairs/waterproofing ‣ Electrical ‣ Plumbing
‣ Sustainability upgrades
‣ Technology infrastructure
‣ ADA improvements
‣ Solar/Energy Efficiency
‣ Portable replacement
Seismic safety enhancements
Optimize for programs ‣ Nutrition programs
‣ Central kitchen
‣ Special Ed
‣ Science Technology Engineering Math (STEM)
‣ Grade level reconfigurations
Alignment with Strategic Plan
‣ Full service community schools
‣ Flexibility to accommodate changing needs
‣ Revenue generation
1/04/12 19
Facilities Master Plan: Project Categories
Source: Facilities Planning & Management, MKThink facilities assessment, ZFA structural engineers Note: Site optimization for program are the 1st phase identified through 1st year of strategic plan implementation
Potential projects estimated costs by type, $MM
Potential projects estimated cost:
$1.46 B
New Projects
Site Optimization for Programs*
12%
Seismic Safety Enhancement
23%
Modernization & Facility Upgrades 65%
Solar and Energy Efficiency Programs Portable
Replacements
Deferred Projects from 2005 Master Plan
1/04/12 20
Agenda
• Process and guiding principles in shaping the Facilities Master Plan
• Clarifying questions
• Next Steps
• Discuss issues affecting project prioritization
• Other comments, questions, and discussion
1/04/12
Next Steps
• Community Input (January – April)
• Adoption of Facility Master Plan (April)
• Potential bond renewal
21
1/04/12 22
Agenda
• Process and guiding principles in shaping the Facilities Master Plan
• Clarifying questions
• Next Steps
• Discuss issues affecting project prioritization
• Other comments, questions, and discussion
1/04/12
Study Session Discussion Focus
23
• Bond requirements
• Bond size
• Project list
• Project prioritization
1/04/12
Facilities Master Plan: Project Categories
24
Source: Facilities Planning & Management, MKThink facilities assessment, ZFA structural engineers Note: Site optimization for program are the 1st phase identified through 1st year of strategic plan implementation
Potential projects estimated costs by type, $MM
Potential projects estimated cost:
$1.46 B
New Projects
Site Optimization for Programs*
12%
Seismic Safety Enhancement
23%
Modernization & Facility Upgrades 65%
Solar and Energy Efficiency Programs Portable
Replacements
Deferred Projects from 2005 Master Plan
1/04/12 25
Study Session Discussion
Plan for enrollment trends Discuss medium and long term district enrollment trends
• Provide equitable distribution of school sites across district
• Provide sufficient capacity to accommodate student choice
Prioritize projects of different types Provide input on facility investment priorities
Master Plan Goal Discussion Topic
1/04/12 26
Agenda
• Process and guiding principles in shaping the Facilities Master Plan
• Clarifying questions
• Next Steps
• Discuss issues affecting project prioritization
• Other comments, questions, and discussion
1/04/12
Deferred 2005 projects
• Complete district-wide upgrade projects for accessibility, automation control, fire alarm, and deferred maintenance
Estimated cost: $145 MM
• District-wide improvements - ADA - Fire/life safety - Automation control - Other deferred maintenance
27
Recent Accomplishments
1/04/12
Portable Replacements
• Eliminate 60% of portable buildings over long term. Replace with permanent facilities to accommodate district enrollment goals.
Estimated cost: $300MM
• Replaced portable classrooms at Chabot, Cox, Oakland High, Jefferson, and Highland.
28
Recent Accomplishments
1/04/12
Solar and Energy Efficiency Programs
• 16 sites selected as potential targets for the State Solar Power Initiative
• Energy Efficiency upgrades across entire district
• Estimated cost: $53MM. Eligible for state rebate program participation
• OUSD Solar Master Plan Completed November 2011
29
Recent Accomplishments
1/04/12
Modernization and Facilities Upgrades
• Building modernizations: renovation and new construction, systems upgrades
Estimated cost: $457 MM
• Modernization Projects completed on 10 sites: Madison, Montera, Oakland High, Prescott, Chabot, Cox, Highland, Jefferson, Urban Promise, Bret Harte
• Modernization Projects underway/planned for summer 2012 on 4 sites: Havenscourt, Lowell, Washington, Montclair
• Ed Spec completed for Elementary, Middle and High Schools
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Recent Accomplishments
1/04/12
Seismic Safety Enhancements
• Corrective work to improve safety conditions across high/medium risk district facilities
Estimated cost: $333 MM
• Initial district-wide evaluation conducted September-November 2011
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Recent Accomplishments
1/04/12
Site Optimization for Programs
• Support Quality School Development initiatives, Nutrition Master Plan, Health services, Child Development Centers (CDC), Special Ed programs
Estimated cost (Phase I projects): $172.5 MM
32
Recent Accomplishments