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Home My WebLink AboutAgenda 12-04-23; 6-a - Orange County Public Schools Capital Needs Assessment Update 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: December 4, 2023 Action Agenda Item No. 6-a SUBJECT: Orange County Public Schools Capital Needs Assessment Update DEPARTMENT: Asset Management Services ATTACHMENT(S): INFORMATION CONTACT: 1. Woolpert Presentation Travis Myren, Deputy County Manager, 2. Proposed Timeline 919-245-2308 Steven Arndt, Asset Management Services Director, 919-245-2658 PURPOSE: To receive a final presentation of the Public Schools Capital Needs Assessment as performed by Woolpert, Inc. BACKGROUND: At the Board of Commissioners' March 21, 2023 Business meeting, the Board approved a contract with Woolpert, Inc. totaling $984,561 to provide a: • Comprehensive Facility Condition Assessment (FCA) • Optimization Plan of Existing Space Utilization; and • Examination of Prioritization Models, Benchmarking Best Practices and Scenarios for both school districts that recognize the distinct structure of the County allocating funds to the two school districts. The products of this study will help the County and School professionals better plan, manage and fund new construction and maintenance of the thirty-one (31) school campuses and administrative offices for the two (2) school districts. At the September 26, 2023 Joint Meeting of the Board of County Commissioners, Chapel Hill Carrboro City Schools Board of Education, and the Orange County Schools Board of Education, representatives of Woolpert, Inc. provided an update on their efforts that included a summary of the comprehensive facility condition assessment, an optimization plan of existing space utilization and several funding scenarios options. The three governing bodies provided feedback, comments and direction to the firm upon the completion of the presentation. Woolpert, Inc. will be providing a final presentation, with recommendations, on the Public Schools Capital Needs Assessment, as the effort nears completion (Attachment 1). A timeline of follow up items necessary to implement the plan is provided at Attachment 2. 2 FINANCIAL IMPACT: The total cost of the contract is $984,561. The assessment was authorized and funded as part of the FY 2020-21 Capital Investment Plan (CIP) planning process. There is no additional financial impact tied directly to this presentation. SOCIAL JUSTICE IMPACT: The following Orange County Social Justice Goal is associated with this item: • GOAL: ENSURE ECONOMIC SELF-SUFFICIENCY The creation and preservation of infrastructure, policies, programs and funding necessary for residents to provide shelter, food, clothing and medical care for themselves and their dependents. ENVIRONMENTAL IMPACT: The following Orange County Environmental Responsibility Goal impact is associated with this item: • ENERGY EFFICIENCY AND WASTE REDUCTION Initiate policies and programs that: 1) conserve energy; 2) reduce resource consumption; 3) increase the use of recycled and renewable resources; and 4) minimize waste stream. RECOMMENDATION(S): The Manager recommends that the Board receive the final presentation of the Public Schools Capital Needs Assessment as performed by Woolpert, Inc., and provide any comments and questions. 3 ORANGE COUNTY 2023 NORTH CAROLINA ONG-RANGE OPTIMIZATION � Orange CHAPEL HILL- County PLANSchools ORO 4� TY SCHOOLS OPTIONS 1 1A 1 : • . • of • • December 4 AGENDA • Project Overview • Assessment Findings • Funding Scenarios • Options _ • Recommendation • Project Timeline `r- PROJECT OVERVIEW FACILITY CAPACITY PORTFOLIO ANALYSIS t�MJC3 LONG-RANGE ' FACILITY CDNDITIDN STATE DF FACILITIES LIFE CYCLE ASSESSMENT FACILITIES DPTIMI2ATIDN PLAN o0 Amo DEFICIENCYEDUCATIONAL ADEQUACY ASSESSMENT SUMMARY CONDITION ASSESSMENT FI Chapel Hill-Carrboro City Schools Orange County Schools Total 5-Year Need MINIMUM Million Total MMMIM - $201.4 Million Total 10-Year Need - $573.8 Million NOW 10-Year Need - $389.7 Million Replacement Value - $1 Billion Replacement Value - $743 Million Average 5-Year FCI - 28% Average 5-YearFCI - 27% Average 10-Year FCI - 51% Average 10-Year FCI - 50% Overall SAPFO Utilization Districtwide 90%: Overall SAPFO Utilization Districtwide 85%: range range fff IT,71malmsto M. from <70% to >120% M. 60% & 20% of ES, MS & HS classrooms 50%, 25% & 20% of ES, MS & HS classrooms are are undersized undersizedLAI 8 FACILITY CONDITION INDEX (FCI FCI RATING SCALE • Ratio to compare dissimilar facilities • Indicator of facility health bUOL, 10.20% • Higher the FCI the greater the need , � � ,., 121-30% • FCI is only one factor in decision making BELOW 31-50% $1,200 47% So% AVERAGE ° % 45% 41% 43 $1,000 40% $800 33% 3S% POOR 51-51-65% 28% 30% $600 24% 25% 20% 20% $40015 13% 13% 13% 15% REPLACEMENT Great $200 10% CANDIDATE than 65% S% $- 0% 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 Resulting Need —FCI J/ �s BEST PRACTICES & ONGOING CAPITAL RENEWALS 1 IVATIUNAL BEST PRACTICES FaR CAPITAL QUTLAY EDF PUBLIC SCHa�L FACILITIES Recommended percentages based on current replacement value{CRVj of facilities Periodic Renewals Z"�i�0 of CRV Maintenance 2°/D a#cav dxeplarement of tomponenls Iha4 are ohaolete ar in disrepair,sutlr as replacing raufa Preventative and routine mairrSenanre,pious minor repairs OrangeOrange 1 / - i 1 1 Schools ' ; f Schools As-Needed Alterations ld/Q of CRV �T_ �� Deferred Maintenance��Ia of CRV ......................Ica[iona%spares by addressing aural!or m Issing spaces, Investing in delayed peri od is renewals,maintenance,or 6u Iding alterations updating learningtools,or improving solely Orange County notional annual budget $17AM Orange County notional annual budget $17AM R 1Schools r r , a 11 ONGOING CAPITAL RENEWALS FOM I WWI MI MU1 M71 2028 1 I 203E 211:13 2034 2035 2.0.38 2937 2939 2939 • System replacements based «bomHS 3;53 ' M- on expected useful life Chapel H11sS;,,M Culbreth MS IPrlorlly 1 Needs} SOdiM East Chapel HRI HS $51.6M • Failing to address will Ephews ES $7.7M Estes Hilt E5{priority I Needs) 50AM I Frank Porter Gahm ES(PTIorlty l Heeds) $0.9M _... increase deferred C4enmod ES $1i15M Lincoln Center 58.7M maintenance backlog McOaugle BMS 5316M Mohs Grove ES $a.7M Northside ES $65M Phillips MS $62M Phoenu Academy $2AM Rashkt5 ES $195M Scrmgs ES $24.6M 5eawell ES $ll3M Smith M5 st CHUSTOTAL S27UM SHA WA $3.6h1 SUN S27.5M $14A $3UM $19.7Y1 $3.7M SUM SUM UUM SHM SUM $2933.] h L Stanhack M5304 'jJIAN Administrative Annex SUM $40.OM Administrative Anna 11(Transp Dispatch) Sum$36.2M Cedar Ridge H5310 SL M E $3 S.OM Central E5312 $2AM $3 0.O M $27.5M ERandCentraCheek Office $03M EtlaiM Cheeks E5324 $75M c $25.OM FradyA.DrownE5328 $145M Gravelly Hili MS 327 $25.0M $20.OM Hlltshorough ES 329(PdontylNeeds) $nAM ICL: $15,0M — Maintenance Department $0.9M Q1 Hew Hope ES 330 WM - $10,OM Orange H5332 $18.1M (13 $4.2M73 DrangeM5316 $6AM $5.0M Partnership Academy(Priority 1 Heeds) SUM Q $0.0M Pathways.ESM $122M River Park ES 3OR $135M Minimum Priority 2% PRV TnnsportationDepartment 533101 Renewals welcome center 54.TM OCSTwa 5142.3M S42BM som sum S25:YM S13NI S3.7M1 S13,7VI $9.901 VIM:! S3.SM SRAM I 531.7M 1 $0.011 SUM SUM 12 ■air — — 13 OPTIONS DEVELOPMENT • Utilization • FCI - • Portables • Site constraints • Educational Adequacy • Survey • What investments are best for students and best value in the long-term? 14 OPTIONS RETURN ON INVESTMENT COST PER YEAR X TIMELINE - TOTAL INVESTMENT r COMFORTABLE 0, `V (9 &SAFE Addresses No changes No changes No additional $44 million 0 -$219 million 20% to classroom to student or renovated 5 years of facility needs spaces capacity schools COMFORTABLE W&SAFE, / PLUS 10-YEAR Addresses No changes No changes No additional I** ' FACILITY NEEDS ALL to classroom to student or renovated 10 years facility needs spaces capacity schools COMFORTABLE 0", &SAFE, PLUS UPGRADED Upgraded $54 million r $541.2 million LEARNING TOOLS Renovations learning tools, placement New 4 10 years no space changes Re schools school COMFORTABLE &SAFE, 12 Upgraded 7 Z r y PLUS NEW learning tools S67 million �� Renovations Replacement New 15 years CONSTRUCTION and right-size schools classroom spaces schools (New MS replacing capacity from McDougle ES/MS) RECOMMENDATION Option D 16 RECOMMENDATION (OPTION D) • Enhanced teaching and learning environments • advances educational outcomes and opportunities • Improved school utilization • provides flexible spaces for multiple learning styles • Updated classroom spaces and learning tools meet modern education standards • Right-sized portfolio creates operational efficiencies • Investing in community attracts and retains residents 17 RECOMMENDATION PHASE 1 ( 1 -5 YEARS) • Align facility capacity with enrollment • Consolidates one ES at CHCCS CHAPEL HILL-CARR BOBO CITY SCHOOLS • Construct New ES west OCS Carrboro ES New School Schaal $49.SM New MS New School $71.SM Estes Hills ES consolidate SUM $121 QM Frank Porter Graham ES Consolidate $1.4M $115A M Carrboro High High Priority Needs $37.7M Culbreth MS Replacement School $71.5M Smith MS Adequacy $16.3M ■CHCCS ■C7C Total $249.2M $71.SM $a9,sM ORANGE COUNTY SCHOOLS 5377h9 Facility Strategy Budget Central ES(Partial Rebuild) Replacement School S34.SM $16,3M $730M New ES New School $49.5M $2.7MHiIIsborough ES Consolidate $1.3M $1.3M Orange MS Replacement School $71.5M ADEQUACY CONSOLIDATE HIGH PRIORITY NEW SCHOOL REPLACEMENT New Hope E5 Adequacy $13.OM NEEDS SCHOOL Partnership Academy Replacement School $9.4M I Tout $179.21% �y pp kt ❑ ❑ SAI �y 18 RECOMMENDATION PHASE 2 (5- 10 YEARS) • Improve educational adequacy CHAPEL HILL-CARRBORO CITY SCHOOLS • Address condition needs Facility Strategy BUdget Phoen ix Acade my Renovation $5.7M Chapel Hill High High Priority Needs $10.9M Ephesus ES Renovation $28.9M Morris Grove ES Renovation $11.8M $153.9v Rash kis ES Renovation $15.1M E.Chapel Hill HS Renovation $23.2M Phillips MS Replacement School $71.5M E CHCCS ■OCS 4 TaW $16T.UM $84.6M $71.5M ORANGE COUNTY SCHOOLS 40W Strategy Budget Ef I a n d-Cheeks ES Adequacy $3.4M Grady Brown ES High Priority Needs $4.8M $242M Pathways ES High Priority Needs $4.7M $3.4M $ River Park ES High Priority Needs $5.7M Cedar Ridge HS High Priority Needs $6.3M ADEQUACY HIGH PRIORITY RENOVATION REPLACEMENT Maintenance Department High Priority Needs $o.aM NEEDS SCHOOL Orange HS Replacement School $153.9M Transportation Department High Priority Needs $1.7M 4� Total $181.5M �J �y 19 RECOMMENDATION PHASE 3 ( 10- 15 YEARS) • Improve educational adequacy • Address condition needs CHAPEL HILI CaRRRDRa CITY SCHOOLS Facility Strategy Budget McDougle ES-MS Renovation $52.1M Glenwood ES Renovation $25.310 Northside ES Renovation $14.2M Scroggs ES Renovation $12.2M Seawell ES Renovation $25.310 S130.7M Taut $130.7M 51 o z.5 M ORANGE COUNTY SCHOOLS H C 5 Rocs Facility Strategy Budget Welcome Center High Priority Needs $0.7M R.L.Stanback MS Renovation $54.OM Gravelly Hill MS Renovation $48.5M Tout $103.210 $0.7M HIGH PRIORITY RENOVATION NEEDS 20 [MM Smew BUDGET 2025 2026 2021 2928 2929 2030 2031 2032 2033 2934 2035 2035 2037 2038 2039 Carrboro ES Replacement School $49.SM New MS Replacement School $71.5M Estes kills ES Consolidate $1.3M Frank Porter Graham ES Consolidate $1.4M Carrboro HS High Priority Needs $37.TM r CulbrethMS Replacement School $71.5M Cwl7 Smith MS Adequacy $16.3M S Central ES(Partial Rebuild) Replacement School $34.5M E3, Now ES New School $49.SM Hillsborough ES Consolidate $13M Orange MS Replacement School $71.sM New Hope ES I Adequacy $13.OM Partnership Academy T Replacement School $9.4M TOTAL M2B.4RJ 551,3M $86.8M S99 9N $95 7N L$94,7M PhoenixAcademy Renovation $5.7M Chapel Hill HS High Priority Needs $10.9M Ephesus ES Renovation $28.9M 7)MI 1EXIMM Morris Grove ES Renovation $11.8M Rashkis ES Renovation $1S.3M E.Chapel Hill HS Renovation S23.2M RVPhillips MS Replacement School $11.SM LLJ Elland-Cheeks ES Adequacy $3.4M a Grady Brown ES High Priority Needs S4.8101Pathways ES High Priority Needs $4.7M River Park ES High Priority Needs $6.7M Cedar Ridge HS High Priority Needs $6.3m Maintenance department High Priority Needs $O.OM Orange HS Replacement School $153.9M Transportation Department High Priority Needs $1.7M MAL 5348 , McDougle ES-MS Renovation $S2-1M Glenwood ES Renovation $26.3M Northside ES Renovation $14.2M ir3 i.1J Scraggs ES Renovation S12.2M CO) Seaweil ES Renovation $25.9M S Welcome Center High Priority Needs $0.71101 ¢" A.L.Stanback MS Renovation $54.QM Gravelly Hill MS Renovation548.5M TOTALL233.9M $11.5N S73.7M $47.9M S36.1N $45.31 S19AM TOTALGRAND f f I7.6M S953M S94.7M S31.6M S48.4M $102.1M S105.2MI BENEFITS 22 CONTEXT FOR THE RECOMMENDATIONS • State of North Carolina contributes significantly less than the national average to local district capital needs* • National average for state contributions to local district capital outlay = 22% • NC averages 10% • NC contribution to Orange County school capital outlay averaged 5% from 2015-present • NC districts average half the long-term debt per student, • Likely compounded by the lack of state investment, • Long-term debt is the standards means for major capital investment • NC has the third lowest investment in M&O per square feet of schools in the nation • This context increases the local burden on NC counties to fund school facilities yet does not change realities of the need Filardo,Mary.2021 State of Our Schools:America's PK-12 Public School Facilities 2021. Washington,D.C.:21st Century School Fund. 23 BENEFITS • Strategic investment • Removing high investment facilities through consolidations • Replacing schools addresses condition and adequacy of older/outdated facilities • Improve portfolio age FINAL RECOMMENDATION-COSTS PER STRATEGY OVER 15 YEARS $269.31M • Address capacity I • CHCCS consolidating Elementary Schools ■CHCCs ■ocs 5215-3M 5192.5M • Orange adding Elementary School at west side • Improve educational adequacy • Replace small outdated spaces • Gain operational efficiencies $48.6"' $49.5"' $16.3M $16.4M 524,9M • Consolidation elementary schools CHCCS $2.TM $1.3M • Opportunity to expand dual language program ADEQUACY CONSOLIDATE HIGH PRIORITY NEW SCHOOL RENOVATION REPLACEMENT NEEDS SCHOOL a a o 4 oa o ® QUESTIONS VI& I ---- ry-�- WOO L P E P T ARCHITECTURE I ENGINEERING I GEOSPATIAL 25 Attachment 2 Proposed Timeline Proposed 1 • Planning and Bond Referendum Schedule 1. Review schedule of approvals for a bond referendum and review �.ftlovemberqlh Work Session the County Facilities Master Plan 2. Review School Facilities Long Range Optimization Plan - Woolpert December 4th Business Meeting 3. Review Financing Scenarios December 12th Business Meeting 4. Approve a tentative plan for Bond Referendum January 16th Business Meeting and/or January 19th Retreat 5. Staff meets with Local Government Commission on tentative Bond plan January/February 2024 6. School Boards adopt a resolution supporting the referendum February 2024 7. Review potential adjustments to the bond referendum plan, if March 7 Business Meeting needed. March 12 Work Session March 19 Business Meeting ORANGE COUNTY r*-;ORT l[-I CAnOLINA 26 Proposed Timeline ' • • • - • 2024 CapitalPlanning and Bond Referendum Schedule 8. BOCC adopts preliminary resolution establishing the bond purpose(s) and sets a not to exceed bond amount(s). Neither the purpose nor the not to exceed amount may change April 2nd BOCC Business Meeting following this action. 9. BOCC appoints a bond education committee and appropriates funds for outreach April 16t" BOCC Business Meeting 10. Staff publishes a notice of intent to file an application for a general obligation bond referendum By May 1 11. Staff files bond application with the Local Government Commission By May 10 12. BOCC introduces bond order and schedules a public hearing May 7t" BOCC Business Meeting 13. BOCC holds public hearing on bond referendum May 21St BOCC Business Meeting 14. BOCC adopts the bond order, formally set the ballot question and referendum date June 4t" BOCC Business Meeting 15. Community vote on bond referendum November 5, 2024 ORANGE COUNTY r*-;0RT 1[-I CAnOLI14A