Transcript CAMBRIDGE-ISANTI SCHOOLS ISD #911 LONG RANGE …

PEQUOT LAKES SCHOOLS
ISD #186
DISTRICT FACILITIES PLANNING
Strategic Planning Process
Completed May 2008
• Goal # 1
– Adequate, quality, modern-day teaching and
learning environments (Facilities)
• Strategy
– Prepare a comprehensive, 5-10 year Facility Assessment
Plan, including support documentation, to ensure
adequate, quality, modern-day teaching and learning
environments to serve the needs of PreK-12/adult
populations.
Strategic Planning Process
Plan of Action Information
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Conduct condition assessments of buildings.
Determine short and long-term space needs.
Initiate investigation of potential school sites and costs.
Determine cost estimations of preferred facility alternatives.
Determine tax impact of preferred facility alternatives.
Create a Facility Task Force to examine facility alternatives,
cost estimations, and tax impact.
• Determine combined cost of preferred facility, site, and
other capital needs.
• Communicate the Facility Assessment Plan to the School
Board for consideration and action.
• Prepare and deliver a school bond referendum campaign.
Report Contents
• Facilities Committee Planning Process
• Options Developed for Consideration
• School Board Deliberation & Consensus
• Conceptual Plans
• Reasons Why
• Next Steps
Facilities Planning Process
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Facilities Planning Committee Meetings
Research Phase
Feasibility/Analysis Phase
Options Phase
Research Phase
• Collect Data – Existing
Facilities/Enrollment
• Define and List Needs – Buildings & Sites
• Deferred Maintenance Issues to be
Completed
• Review Program Issues
• Identify Growing & Evolving Program
Needs
Feasibility Phase
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Development of Options for Study
Review of Concept Plans & Budget Costs
Evaluation of Options for Consideration
Establish Consensus Guidelines for
Solutions
Consensus Guidelines
Eagle View Elementary
• Early Childhood & Special Ed to be located with
Elementary Grades
• Reclaim Intended Spaces – Locker
rooms/Science CR/ Media Classroom
• Eagle View to Become PK-4 Facility
• Address Site Issues & Accommodate Early
Childhood
Consensus Guidelines
Middle School Program
• 5th Grade Becomes Part of Middle School
• Provide Appropriate Physical Education
Space
• Media Center Available to Middle School
• Provide Computer Labs for Middle School
Consensus Guidelines
High School Program
• Provide Learning Labs for English/Social
Studies/ World Languages
• High School Trend is Toward Online Learning
• Expand High School Science Program
• Improve High School PLTW, FACS & Business
Classrooms
Consensus Guidelines
HS/MS Campus
• Expand Dining/Food Service Facilities for
More Efficient Operation
• Organize Programs for Sharing Resources
and Enhanced Learning
• Provide Better Community Access to
Building – Gyms, Community Room, Dining,
Parking
• Improve Security at HS/MS Entrances
• Address Accessibility & ADA Issues
• Address Site Issues – Parking/Fields/Track
Solutions Phase
• Refine Options Using Consensus
Guidelines
• Refine Costs & Budgets for Evaluation
• Present Findings to School Board (July,
2009)
• Provide Ongoing Planning Input to Board
School Board Refinement of
District-wide Solutions
• Eagle View E.S. Becomes PK-4 with Early
Childhood Addition
• H.S./M.S. Becomes 5-12 Campus
• Relocation of Community Education & District
Office
• Relocation of Bus Storage & Maintenance
Facility
Project Scope Building
Components
• Eagle View Elementary
- Early Childhood/KG Addition
- Repurpose Original Space for Science,
Media CR, Locker rooms
- Remodel Available Space for Special Ed.,
Comm. Ed., Head Start
- Site Revisions, including EC Play &
Parking, Existing Drainage, Outdoor
Storage
Project Scope Building
Components (cont.)
• High School/Middle School Campus
- Additions for: 5th Grade CR’s, Media Center (Infill),
HS Science, Physical Education, District Office
relocation
- Remodeling for MS & HS Program Needs
- Remodel for Improved Shared Commons/Food
Service
- Improve Building Security, Entrances and
Accessibility
- Site Revisions, including Parking Expansion, Track
Replacement, Fields Expansion and Site Drainage
Improvements
Other Project Scope
Components
• Appropriate Furnishings & Equipment
Needs
• HS/MS Deferred Maintenance Issues
• HS/MS Roof & Exterior Envelope Repairs
• Technology Infrastructure Upgrades
Conceptual Plans
• Eagle View Elementary School
Eagle View Elementary
Eagle View Elementary
Conceptual Plans
• High School/Middle School Campus
Middle/High School Campus
Middle/High School Campus
Middle/High School Campus
Educational Enhancements
• Early childhood addition located with K4 provides sharing of staff and
resources.
• Enhances the transition for our
youngest students in the district from
Pre-K to Primary Elementary grade
levels.
• Repurpose Eagle View to the original
PK-4 building as originally designed.
Educational Enhancements
• Dedicated 5th grade classroom addition
provides for appropriate integration into
Middle School.
• Middle School enhances educational
programs through collaboration of teaching
and learning.
• Library/Media Center that meets the needs of
our Middle School and High School students.
• Middle School physical education classes are
more appropriately scheduled to allow core
curricular classes a least restrictive academic
schedule.
Educational Enhancements
• High School Science classrooms/labs provide a
more conducive space for enhanced science
curriculum, resource sharing by students and
teachers, along with collaborative interactions by
high school science teachers.
• Proximity of additional computer labs will
accommodate all core curricular areas.
• Department organization/compartmentalization to
allow for enhanced teacher/resource
collaboration.
• Appropriate Physical Education/Health Education
space to accommodate high school and middle
school scheduling.
Facilities and Operational
Sustainability
• Completion of High School/Middle School
deferred maintenance and facility improvements
extends building life and usefulness.
• Secured entrances provide safer teaching and
learning environment.
• Improve/increase indoor air quality throughout
high school and middle school.
• Allows flexibility for future enrollment and program
enhancements.
• Ability to be proactive in the development of new
educational philosophies and programs.
Community Benefits
• Enhanced Community Education Programs
• Greater community access to Gymnasium
• Increased opportunity for fitness and wellness
community wide.
• Community access to indoor walking track.
• Availability of a designated community room.
• Improved parking and site access.
Why Now????
• Construction marketplace is extremely
favorable at this time.
• Operational cost efficiencies will result from
upgraded systems.
• Cost efficiency of reinvesting in existing
facilities vs. building new. (Middle School)
• This comprehensive Facilities Plan
completes our district’s facility needs for the
future.
• Phased construction to reduce disruption of
school operations.
Next Steps
• Board Resolution to Submit Project for Department of
Education Review & Comment
• Communicating the Needs & Solutions
• Public Approval Process – Voter Referendum
• Project Design & Input
• Timeline for Implementation & Completion
Comparison of Operating Costs
Expenditures Per Pupil For Area Districts
This is a comparison of the operating costs for
the Pequot Lakes District in comparison to other
school districts in the area. Our cost per pupil unit
was $7654. This was the lowest in the area and in the
lowest 10th percentile in the entire State. The average
for the state was $9312, or $1658 per pupil more than
we spend in Pequot Lakes. We have tried to be as
frugal and efficient as possible while still providing
an excellent education for our children.
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EXPENSES
Comparison of Operating Costs
EXPENDITURES PER PUPIL FOR AREA DISTRICTS
11,500
11,000
10,500
10,000
9,500
9,000
8,500
8,000
7,500
7,000
6,500
6,000
SCHOOL DISTRICT
Tax Capacity
Tax Capacity Of Similarly Sized Schools
The Tax Capacity chart is an indicator of the total property valuation in
the Pequot Lakes District compared to districts of similar size throughout the state.
The number in our district ($2,671,156,818) is a calculation done by the county
auditor. It considers the assessed value of a property multiplied times that property
tax rate. For example, if a home has an assessed value of $100,000 and the tax rate
on the property is 1%, that home has a tax capacity of $1000. This does not mean the
tax could be, or should be $1000, it is simply a number used by the auditor for tax
calculation purposes.
The higher the tax capacity in a district, the more property value in that
district, and therefore the LOWER a property tax will be on any one home or
business, because there is more property wealth to spread the tax on.
In Pequot Lakes, our tax capacity is one of the highest in the State per
student enrolled. We are 55% better off than the next closest district in the chart and
300% better off than the average of these schools.
Tax Capacity
TAX CAPACITY OF SIMILAR SIZE SCHOOLS
3,000,000,000
2,500,000,000
TAX CAPACITY
2,000,000,000
1,500,000,000
1,000,000,000
500,000,000
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SCHOOL DISTRICT
SCHOOL TAX PER $100,000 OF
HOME VALUATION
• This chart compares the actual School Property tax
level in similar sized districts across the state. Our
current school property tax is $116 for each $100,000 of
value in a homestead residence. The lowest in the
similar sized schools is Eveleth with $111 per $100,000.
As you can see from the chart, the highest is nearly
$500 per each $100,000 of property value and the
average in the State of Minnesota last year was
$329 for each $100,000 of value.
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$ OF TAX
SCHOOL TAX PER $100,000 OF
HOME VALUATION
SCHOOL TAX PER 100K OF HOME VALUE BEFORE REFERENDUM
600
500
400
300
200
100
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SCHOOL DISTRICT
SCHOOL TAX PER $100,000 OF
HOME VALUATION
• This chart shows where we will be in the
Pequot Lakes district AFTER a successful
referendum for the construction project. The
property tax on $100,000 of value now would
go to $141. Even after this addition, we are
still the third lowest of schools our size,
behind only East Grand Forks and Eveleth,
and neither of those school districts are
experiencing any population growth.
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$ OF TAX
Pequot Lakes After
Successful Referendum
SCHOOL TAX PER 100k OF HOME VALUE AFTER REFERENDUM
600
500
400
300
200
100
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SCHOOL DISTRICT
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District Buildings
Square Footage
BUILDING SQ FEET
700,000
600,000
500,000
400,000
300,000
200,000
100,000
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BOND REFERENDUM….HOW IT
WORKS….COSTS EXPLAINED
1.
The Building Bond Referendum vs. Operating Referendum
– For a Building Bond referendum, all district property, including seasonal recreational property is part
of the tax base. In an operating referendum, only the homestead property is used as the base. By
including the seasonal recreational property, we are able to reduce the tax to the local homestead
homeowner by 57%. This is an advantage we enjoy to a degree that very, very few other districts in
the state have.
– Chart #1 shows the difference in values.
2.
Interest Rate now vs. Interest Rate for Eagle View
– Our calculations for this Bond referendum assume an interest rate on the bonds of 4.35%. We know
from other recent issues, that if we went to market today, we would most likely see a rate even lower
than that, possibly under 4%. This is a substantial saving over the life of the bond issue. Our existing
bonds at Eagle View would have been 5% today, but 3 years ago we sought an opportunity to
refinance those bonds at 4%. It is highly unlikely that interest rates will go down any further, and
much more likely that they will rise. If we wait and rates do go up to 5% again, the additional interest
cost over the life of the bonds would be almost 5 million dollars.
3.
Capital Project Work completed in the Past 3 years
– Over the past three years we have done many projects using our health and safety, and operating
capital funds. We have done extensive energy improvements to both buildings, upgraded all student
areas to meet current clean and fresh air standards and made improvement to aging roofs. All of these
projects would have been included in a bond issue, increasing the overall cost.
4.
Labor cost now vs. Later
– This is a somewhat subjective calculation, but we know for certain that the construction labor market
is very competitive at the present time and we fully expect to receive more building for our money
today that we will if we wait until the market becomes stronger.
Tax Impact
Total Property Value
vs. Homestead Value
TOTAL VALUE VS. HOMESTEAD VALUE
$4,000,000,000
$3,500,000,000
$3,471,196,600
VALUE OF DISTRICT
$3,000,000,000
$2,500,000,000
$2,000,000,000
$1,497,600,750
$1,500,000,000
$1,000,000,000
$500,000,000
$0
Total Market value of School District
Homestead Market value of Sch. Dist.