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HomeMy WebLinkAboutAgenda 05-21-24; 4-c - Presentations on Proposed November 2024 Bond Projects ORANGE COUNTY 1 BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: May 21, 2024 Action Agenda Item No. 4-c SUBJECT: Presentations on Proposed November 2024 Bond Projects DEPARTMENT: County Manager's Office ATTACHMENT(S): INFORMATION CONTACT: 1. Woolpert Optimization Plan Excerpt Kirk Vaughn, (919) 245-2153 2. Woolpert Major Replacement- Renovation Recommendation Profiles PURPOSE: To receive presentations from County and school district staff on their organization's preferred projects associated with the upcoming November 2024 School Bond. BACKGROUND: At its January 2024 retreat, the Board of County Commissioners signaled its preferences for a proposed school bond. The Board set on a $300 million Bond Referendum which, with existing resources and $100 million in Pay-Go funding, would be sufficient to fund Option C of the Woolpert Long Range School Optimization Plan. The Board also signaled a preference for a project-based allocation of capital funding to ensure that the Woolpert priorities were met. Since then, County and school staff have worked with Woolpert to align the long-term plan with the current capital spending plans. County staff will present an update on the process and a subsequent adjustments made to the Woolpert recommended plan. The current recommended major projects blend Option C and Option D phase one. The first attachment provides an excerpt from the recommended Woolpert Optimization Plan. The second attachment provides an index of the major factors that lead to the recommendation to replace, renovate, or consolidate a school campus. Factors include the age of the building, the facility condition index, and the educational adequacy of the spaces. School staff from both districts will then present each district's preferred bond project plans for their portions of the funds. The Board will have an opportunity to understand how the districts' plans align or differ from the Woolpert recommendations. This presentation constitutes the second in a series on proposed school bond projects. Previously at the Board's May 7, 2024 Business meeting, County staff presented the statutes and policies that dictate school capital funding. At the upcoming June 4, 2024 Board Business meeting, staff will request direction on the Board's preferred bond plan, and also request direction for staff, the school districts and the Orange County 2024 Bond Education Committee. FINANCIAL IMPACT: There is no financial impact associated with the discussion on school capital funding. SOCIAL JUSTICE IMPACT: There is no Orange County Social Justice Goal impact associated with this item. 2 ENVIRONMENTAL IMPACT: There are no Orange County Environmental Responsibility Goal impacts associated with this item. RECOMMENDATION(S): The Manager recommends that the Board receive the presentations from County and district staff and consider implications for implementation for the proposed November 2024 bond referendum. Supporting the mission of Chapel Hill-Carrboro City Schools and Orange County Schools to build an inclusive school community that engages,empowers,and inspires students and provides an educa- tion that addresses the social,emotional,intellectual,and physical needs of every student. LONG= RANGE FACILITIES OPTIMIZATION PLAN 4 - MAM .N l •snow ILr �1�A YI• •V � �{' s � ; F� _ A ' i 0 0 L P e P T November2023 4 Comparing options to . forward . 03 CHCCS OPTIONS Ark OPTION A - COMFORTABLE AND OPTION B - COMFORTABLE AND SAFE, SAFE PLUS 10 YEAR FACILITY NEEDS 5-YEAR INVESTMENT: $139.7M @$27.9M/YEAR 10-YEAR INVESTMENT: $675.1M @ $67.5M/YEAR W Option A provides for high priority repairs Option B addresses all building needs identified and system replacements that address build- W in the facility condition assessment. This option W ing systems that keep students and occupants brings the facility conditions to a like new state. c warm,cool,safe,and dry. However; there is no change to the educational c spaces or adequacy of the schools. z Option A addresses only near term facility z Option B addresses anticipated facility needs of =i requirements.This option should be executed J the next ten years.This option should be executed over the next 5 years,which is approximately W over the next 10 ears which is approximately $27.9 million per year. y pp y P $67.5 million per year. c • Smallest investment option y a • Addresses 20 percent of facility needs a Addresses all facility needs • No improvement to educational No improvement to educational Coll) environment y c • No improvement to capacity o • No improvement to capacity c3 • No new or renovated schools c� No new or renovated schools • Many facility needs not addressed • Largest investment option CHCCS OPTIONS SUMMARY INVESTMENT COST/YEAR OPTION A $139.7 M 5 YEARS $27.9 M OPTION B $675.1 M 10 YEARS $67.5 M OPTION C $325.2 M 10 YEARS $32.5 M OPTION D $546.9 M 15 YEARS $36.5 M 11 5 OPTION C - COMFORTABLE AND SAFE, OPTION D - COMFORTABLE AND SAFE, PLUS UPGRADED LEARNING TOOLS PLUS NEW CONSTRUCTION 10-YEAR INVESTMENT: $325.2M @ $32.5M/YEAR 15-YEAR INVESTMENT: $546.9M @ $36.5M/YEAR Option C addresses the high priority facility Option D takes a strategic approach to address- needs and improves the educational learn- ing the district's portfolio needs through repairs, ing environment through school renovations, W renovations, and replacements. Option D pro- LLJ replacements, and educational adequacy vides for a long-term plan that moves CHCCS out c improvements. W of its current aged and educationally insufficient Option C addresses high priority facility needs, o portfolio and into facilities that meet current and W future educational and programmatic needs of z adequacy improvements, and school renova- p g W tions and replacements.This option should be the district. executed over 10 years at approximately$32.5 W Option D is a significant investment in the future ~ million investment annually. Z of CHCCS. In order to complete this option, it is • Improves the learning environment by recommended to implement over the next 15 providing students and teachers modern years with an annual investment of approximately classrooms and tools at the schools in the $36.5 million. most need Improves the learning environment by pro- • School replacements address capac- viding students and teachers with modern c ity needs by building facilities that meet classrooms and tools. a the current and future enrollment projec- School replacements address capacity needs tions,the district will improve operational y and improve the learning environment for efficiencies. the students of CHCCS. Replacement schools • Mid-range cost option only slightly higher a were identified based on their condition,edu- than Option A that addresses only the cational adequacy,and utilization. basic facility needs. Consolidating schools reduces the overall • Only the schools with the greatest need size of the CHCCS portfolio, which improves y will gain new modern learning spaces and operational efficiencies. c tools. Some older schools may reach the y • Significant long-term investment cD end of their useful life before the construc- Zo Short term disruptions from swing space nec- tion program is complete. c2 essary to complete construction. " I I Smallest Investment No improvement to educational environment or portfolio Addresses all facility needs No change to educational environment,Largest Investment Improved learning environment,modern classrooms,addresses Only schools with greatest need gain new modern learning capacity issues,Similar investment as Option A which only spaces and tools addresses basic facility needs Improves learning environment with modern classrooms and Significant long term investment;short term disruptions due to tools,address capacity issues,reduces portfolio size which construction improves operational efficiencies 12 6 CHCCS OPTIONS DETAILS OPTION OPTION COMFORTABLE COMFORTABLE AND i i i i � i ► i SCHOOL CARRBORO ES $0.0 M $22.0 M Replacement School EPHESUS ES $8.5 M $28.2 M High Priority Needs ESTES HILLS ES $3.4 M $29.5 M Replacement School FRANK PORTER GRAHAM ES $5.4 M $30.9 M Consolidate GLENWOOD ES $1.0 M $16.3 M High Priority Needs MORRIS GROVE ES $4.5 M $24.6 M High Priority Needs NORTHSIDE ES $0.0 M $13.3 M High Priority Needs RASHKIS ES $6.4 M $29.7 M High Priority Needs SCROGGS ES $4.4 M $29.9 M High Priority Needs SEAWELL ES $0.5 M $23.1 M High Priority Needs MCDOUGLE ES $15.3 M $60.8 M High Priority Needs CARRBORO HS $9.2 M $67.1 M High Priority Needs CHAPEL HILL HS $10.9 M $29.6 M High Priority Needs E. CHAPEL HILL HS $23.2 M $75.6 M High Priority Needs PHOENIX ACADEMY $1.5 M $2.8 M Renovation MCDOUGLE MS $15.3 M $60.8 M High Priority Needs CULBRETH MS $8.9 M $44.6 M Replacement School PHILLIPS MS $3.6 M $29.0 M High Priority Needs SMITH MS $12.5 M $42.2 M Adequacy(Learning Tools) LINCOLN CENTER $5.2 M $15.0 M - i W MIDDLE SCHOOL ii - - - i 13 7 [PTION C OPTION I PLUS UPGRADED ► ' IILS COMFORTABLE ► I SAFE, $49.5 M Replacement School $49.5 M $8.5 M Renovation $28.9 M $49.5 M Consolidate $1.3 M $1.4 M Consolidate $1.4 M $1.0 M Renovation $26.3 M $4.5 M Renovation $11.8 M $0.0 M Renovation $14.2 M $6.4 M Renovation $15.1 M $4.4 M Renovation $12.2 M $0.5 M Renovation $25.9 M $15.3 M Renovation $34.3 M $37.7 M High Priority Needs $37.7 M $10.9 M High Priority Needs $10.9 M $23.2 M Renovation $23.2 M $5.7 M Renovation $5.7 M $15.3 M Adequacy (Learning Tools) $17.9 M $71.5 M Replacement School $71.5 M $3.6 M Replacement School $71.5 M $16.3 M Adequacy(Learning Tools) $16.3 M New School (Replacing capacity $71.5 M from McDougle ES/MS) 14 8 Comparing options todetermine best path forward for OCS 04 OCS OPTIONS M11h MA OPTION A - COMFORTABLE OPTION B - COMFORTABLE AND SAFE, AND SAFE PLUS 10-YEAR FACILITY NEEDS 5-YEAR INVESTMENT: $80.1M @ $16.OM/YEAR 10-YEAR INVESTMENT: $421.7M @ $42.2M/YEAR WOption A provides for high priority repairs and Option B addresses all building needs identified system replacements that address building sys- W in the facility condition assessment. This option W tems that keep students and occupants warm, brings the facility conditions to a like new state. c cool,safe,and dry. O However; there is no change to the educational spaces or adequacy of the schools. z Option A addresses only near term facility z Option B addresses anticipated facility needs of W requirements. This option should be executed J the next ten years.This option should be executed over the next 5 years, which is approximately W over the next 10 which is approximately $16 million per year. years, pp y � $42.2 million per year. c • Smallest investment option y a • Addresses 20 percent of facility needs a Addresses all facility needs • No change to educational environment No change to educational environment z • No adjustments to capacity z No adjustments to capacity c • No new or renovated schools C.Z No new or renovated schools cD • Many facility needs not addressed Largest investment option OCS OPTIONS SUMMARY OPTION INVESTMENT TIMELINE COST/YEAR OPTION A $80.1 M 5 YEARS $16.0 M OPTION B $421.7 M 10 YEARS $42.2 M OPTION C $216.0 M 10 YEARS $21.6 M OPTION D $463.9 M 15 YEARS $30.9 M 15 9 OPTION C - COMFORTABLE AND SAFE, OPTION D - COMFORTABLE AND SAFE, PLUS UPGRADED LEARNING TOOLS PLUS NEW CONSTRUCTION 10-YEAR INVESTMENT: $216.OM @ $21.6M/YEAR 15-YEAR INVESTMENT: $463.9M @$30.9M/YEAR WOption C addresses the high priority facility needs Option D takes a strategic approach to addressing and improves the educational learning environ- the districts portfolio needs through repairs, ren- cc W ovations, and replacements. Option D provides W ment through school renovations,replacements, and educational ade uac im rovements. E:' for a long-term plan that moves OCS out of its cur- o q y p rent portfolio and into facilities that meet current W Option C addresses high priority facility needs, o and future educational and programmatic needs z adequacy improvements, and school renova- of the district. W tions and replacements. This option should be z Option D is a significant investment in the future executed over 10 years at approximately $21.6 � J of OCS. In order to complete this option, it is rec- million invested annually. M ommended to occur over 15 years with an annual • Improves the learning environment by pro- P investment of approximately$30.9 million. viding students and teachers modern class- . Improves the learning environment by pro- rooms and tools at the schools in the most viding students and teachers with modern need classrooms and tools • School replacements address capac- . School replacements and renovations ity needs, by building facilities that meet address over capacity at the middle and high the current and future enrollment projec- school grade levels and improve the learn- s tions, the district will improve operational y ing environment for the students of OCS. o efficiencies. o 0 o Replacement schools were identified based Q.. • New school alleviates over capacity at the a on their condition, educational adequacy, elementary grade level. Additionally, the and utilization. location is planned in the northwestern area New school alleviates over capacity at the of the district where growth is occurring and elementary grade level. Additionally, the anticipated to continue. location is planned in the northwestern area • Mid-range cost option only slightly higher of the district where growth is occurring and than Option A that addresses only the basic anticipated to continue. facility needs. • Only the schools with the greatest need will z Significant long-term investment y gain new modern learning spaces and tools. o Short term disruptions from swing space nec- c Some older schools may reach the end of c� essary to complete construction. c3 their useful life before the construction pro- gram is complete. PRO CON Smallest Investment No improvement to educational environment or portfolio Addresses all facility needs No change to educational environment,Largest Investment Improved learning environment,modern classrooms,addresses Only schools with greatest need gain new modern learning capacity issues,Similar investment as Option A which only spaces and tools addresses basic facility needs Improves learning environment with modern classrooms and Significant long term investment;short term disputations due to tools,address capacity issues,reduces portfolio size which construction improves operational efficiencies 16 10 OCS OPTIONS DETAILS OPTION A OPTION B COMFORTABLE COMFORTABLE AND SAFE, COMFORTABLE AND SAFE, AND SAFE PLUS 10-YEAR FACILITY NEEDS SCHOOL NAME BUDGET BUDGET STRATEGY CENTRAL ES (Partial Rebuild) $6.1 M $18.1 M Replacement School EFLAND-CHEEKS ES $1.3 M $16.6 M High Priority Needs GRADY BROWN ES $4.8 M $15.8 M High Priority Needs HILLSBOROUGH ES $2.8 M $21.3 M Consolidate with Central ES NEW HOPE ES $3.0 M $46.6 M Adequacy(Learning Tools) PATHWAYS ES $4.7 M $15.6 M High Priority Needs RIVER PARK ES $3.0 M $28.1 M High Priority Needs NEW ELEMENTARY SCHOOL - - New Elementary School CEDAR RIDGE HS $6.3 M $24.2 M High Priority Needs ORANGE HS $5.8 M $75.8 M High Priority Needs PARTNERSHIP ACADEMY $0.1 M $0.8 M High Priority Needs A.L. STANBACK MS $18.5 M $52.9 M High Priority Needs GRAVELLY HILL MS $13.9 M $33.1 M Renovation ORANGE MS $6.9 M $48.9 M High Priority Needs ADMINISTRATIVE ANNEX - $1.8 M - ADMINISTRATIVE ANNEX II _ $0.5 M - [TRANSP DISPATCH] CENTRAL OFFICE $0.0 M $1.2 M High Priority Needs MAINTENANCE DEPARTMENT $0.4 M $2.5 M High Priority Needs TRANSPORTATION DEPARTMENT $1.7 M $7.9 M High Priority Needs WELCOME CENTER $0.7 M $10.2 M High Priority Needs TOTAL $80.1 M $421.7 M 17 11 OPTION C OPTION D PLUS UPGRADED LEARNING TOOLS COMFORTABLE AND SAFE, PLUS NEW CONSTRUCTION BUDGET STRATEGY BUDGET $49.5 M Replacement School $34.5 M $1.3 M Adequacy(Learning Tools) $3.4 M $4.8 M High Priority Needs $4.8 M $1.3 M Consolidate with Central ES $1.3 M $13.0 M Adequacy(Learning Tools) $13.0 M $4.7 M High Priority Needs $4.7 M $3.0 M High Priority Needs $6.7 M $49.5 M New School $49.5 M $6.3 M High Priority Needs $6.3 M $5.8 M Replacement School $153.9 M $0.1 M Replacement School $9.4 M $18.5 M Renovation $54.0 M $48.5 M Renovation $48.5 M $6.9 M Replacement School $71.5 M $0.0 M - - $0.4 M - - $1.7 M High Priority Needs $1.7 M $0.7 M High Priority Needs $0.7 M $216.0 M $463.9 M 18 12 strategicallyThe best recommendation to Vn in facilities to . .environment at CHCCS . . 05 CIOMMENDATIOkA I MAE& Ad Woolpert recommends Orange County consider Option D BENEFITS as a path forward to strategically invest in school facilities and improve the learning environment. The recommenda- mentsEnhanced teaching and learning n- tion considers the facility condition,educational adequacy,uti- ppor advance educational outcommeses and o lization, enrollment projections, industry best practices, and opportunities goals of each district. The recommendation provides CHCCS Improved school utilization provides students and OCS with a fiscally responsible plan that sustains the dis- the flexible spaces necessary for multiple learn- tricts'facilities forthe long-term and improves the teaching and ing styles learning environment. Updated classroom spaces and learning tools to The recommendation calls for $1 billion investment over 15 meet today's education standards years.The 15-year time frame is driven by the large investment Right-sized portfolio creates operational and number of projects that need to be completed. It is sug- efficiencies gested that the plan be achieved through three construction Investing in the community attracts and retains phases prioritized by District leadership and designed to min- residents by providing competitive schools imize student disruption and costs during construction. RECOMMENDED OPTION-COSTS PER STRATEGY OVER 15 YEARS $269.3M $215.3M r ■CHCCS OCS $192.5M 102.5M $71.5M $48.6M $49.5M $16.3M $16.4M $24.9M - , $2.7M $1.3M m . 0 ADEQUACY CONSOLIDATE HIGH PRIORITY NEW SCHOOL RENOVATION REPLACEMENT NEEDS SCHOOL ammil A 00 19 13 PHASE 1 [YEARS 1-51 Phase i addresses the capacity needs of both districts and the facilities in the poorest condition. Phase 1 builds the only new capacity school recommended in the plan. Phase 1 plans for the con- struction of a new elementary school for OCS to accommodate West-side growth along with priority replacement schools for OCS. Phase 1 also includes replacement schools in the worst condition for CHCCS and closing Frank Porter Graham Elementary school which will be used as swing space during construction. PHASE 1 -COSTS PER STRATEGY OVER 5 YEARS $121.OM $115.4M ■CHCCS ■OCS $71.5M $49.5M $37.7 M $16.3M $13.OM $2.7M $1.3M ADEQUACY CONSOLIDATE HIGH PRIORITY NEW SCHOOL REPLACEMENT NEEDS SCHOOL o0 00 o0 00 CHAPEL HILL-CARRBORO CITY SCHOOLS Facility Strategy Budget Carrboro ES Replacement School $49.5M New MS New School $71.5M Estes Hills ES Consolidate $1.3M Frank Porter Graham ES Consolidate $1.4M Carrboro High High Priority Needs $37.7M Culbreth MS Replacement School $71.5M Smith MS Adequacy $16.3M Total $249.2M ORANGE COUNTY SCHOOLS Facility Strategy no Budget Central ES(Partial Rebuild) Replacement School $34.5M New ES New School $49.5M Hillsborough ES Consolidate $1.3M Orange MS Replacement School $71.5M New Hope ES Adequacy $13.OM Partnership Academy Replacement School $9.4M Total $179.2M 20 14 Woolpert Major Replacement/Renovation Recommendation Profiles Space Types> Space . A a Im.4 min Re q u i re:m7e —Plan Action 1pr Comments Older school,High Utilization but missing near 7Chap,lHillboro City $$/ half of space types.Plan to build slightly larger to Carrboro ES 1957 46/° 98/° 61 52% ° accommodate ES consolidation.Provides modern Replace educational space. Old,High FCI,half spaces too small.In 10 plus Chapel Hill-Carrboro City Estes Hills ES 1958 80% 0 Schools 68/0 67% % 88/o years site provides options to address replacing Consolidate Phillips. Chapel Hill-Carrboro City Frank Porter ° o Old,High FCI,half spaces too small,Use as swing 1960 76/0 94/0 87% 54 0E88% Schools Graham ES school for construction.Site can be used in future Consolidate to accommodate capacity needs at that time Chapel Hill-Carrboro City Culbreth MS 1969 61% 87% =81% DS % 88% Old,High FCI,High utilization,half the spaces too Schools Replace small Chapel Hill-Carrboro City New Middle Provides for repurposing McDougle campus as Schools School Dual Language Program and consolidation of two ES.Improves overall portfolio age. Old,High FCI,half spaces small,under utilized, Orange County Schools Central ES 1957 51% 76% 5166 $7% partial rebuild will provide for a more educationally adequate facility that is better Partial Rebuild utilzed by consolidating with Hillsborogh Orange County Schools Hillsborough ES 1952 55% 79% 51% 93%75% Old,High FCI,Half spaces small,close proximity Consolidate to Central ES Orange County Schools Orange MS 1968 64% 65% 82% 55'/0 E52% Old,High FCI,Half spaces small,only has half the Replace required materials in the rooms Orange County Schools New ElementarySchool Address growth in the western portion of the county Definitions FCI Estimated 10 year capital need to repair the building divided by the cost to replace the building.Values over 50%are considered poor and over 65%are critical replacements Utilization Current Enrollment against Total Capacity,utilizing the Woolpert capacity(excluding Pre-K classrooms)and November actual enrollment at each school. All the required spaces that are needed at that level of education.Ex.Classrooms,science rooms,band,libraries.Percentage figure represents percent of room types that are in the building Space Types against the recommended amount for each type. Space Types>Min The percentage of spaces of all types that meet the size requirements for modern education.Spaces are marked as undersized if they are less than 90%of the recommended size for that type of room. The percentage of required educational materials that are present in each room in the building.These materials could represent whiteboards,adjustable lighting,science lab fume hoods, Space Requirements band storage rooms,bathrooms,etc.depending on the type of room.