HomeMy WebLinkAboutAgenda - March 20, 2024 School Capital Needs Workgroup for Minutes ORANGE COUNTY BOARD OF COMMISSIONERS
CHAPEL HILL-CARRBORO BOARD OF EDUCATION
ORANGE COUNTY BOARD OF EDUCATION
Capital Needs Work Group
March 20, 2024
Meeting— 8:30-10am
The Capital Needs Work Group is conducting a Virtual Meeting on March 20, 2024. Members of
the Group will participate in the meeting remotely.
Attendees: Kirk Vaughn, Bonnie Hauser, Jean Hamilton, Al Ciarochi, Gary Donaldson, Rhonda
Rath, Greg Wilder, Dwayne Foster, David Contreras, Rani Dasi, Patrick Florence, Dr Quamesha
Whitted Miller, Riza Jenkins, Jamezetta Bedford, Travis Myren, Andre Stewart, Jessica Goodell
1. Welcome—Commissioner Jean Hamilton, Chair of Work Group
Introductions
Commissioner Hamilton: The County commissioners plan to put a bond on
the ballot in November to fund the capital needs of the schools. But the
details of how we're going to do it still need to be worked out. The first
agenda item will talk about what the plan is and getting to those details. We
need to go to the community and talk about all the ways we're going to fund
the needs. We need to be clear because we're asking for a tax increase.
Today we'll have an overview of where the schools are in their plans.
2. Discussion: Process of Presenting Plan to Community
Kirk: Presentation on Bond Sequencing
Going over the timeline based on Woolpert Plan C and adjustments we've
made to it. We've been working with Woolpert to reconcile the plan with
our timeline for the bond outlay. We've also met with staff in both districts.
If we continue on the Woolpert trajectory we would use the presented
construction timeline. We need to plan to spend within 7 years of the
referendum,but we can apply for an extension.
We need to work going forward to determine the best mechanism for project
management: consultant or building capacity to do it in the school districts.
Dwayne: We do have some adjustments to what's been presented here and
from Woolpert as we've been working with our board. There are some
changes in that regard: from a project standpoint.
Al: For us several pressing things came out from the consultant that need to
be part of the story: elementary utilization was at 80%which calls on us to
consolidate some of our elementary schools. Also very high FCIs for Estes
Hills and FPG. We've decided we should abandon FPG. That opened up a
door with an inefficiency with our dual language programs at multiple sites.
So all of that is in sync. We've been lock step with Woolpert as far as our
recommendations.We need to be sure those major maintenance projects are
shown everything at once. Whenever we put our major plan out,we need to
include everything. So that everyone sees that the work contributes to the
overall improvements of our schools and facilities.
Commissioner Hamilton: It's important for the county to think about it in
terms of what they need to go to the regulators about. But we also need to
find a way to have a plan that's understandable to the community. That
includes what we're doing for every school. I want whatever we're doing to
follow the principles behind Woolpert: educational adequacy and
efficiency. This investment is an improvement and I want to see projects
that reflect that. We need to have a way for commissioners and schools to
agree on what we're doing and why we're doing it. So, given the timeline,
how are we going to get there? Is OCS done and ready to present a plan?
Dwayne: We are done. Our board signed off on a set of projects related to
both bond and capital.These projects will be brought to the County in April.
We're ready to do that.
Al: We're doing a 2 pronged approach: our CIP with next 2 years we take
to our board this week for review and approval. We have discussed
consolidation based on high FCI and looking at dual language. We need to
go through that process with our board to adopt a scenario. What Kirk has
presented is the ideal goal. School consolidation will require a lot of thought
and discussion. Late May/June is our target for having all of that finalized.
Commissioner Bedford: That's the timeline I'm recalling also. Because of
2 prongs. OCS had corrections. I want to be sure OCS is working with
Woolpert on these changes and how it impacts the sequencing.I think things
have changed since last time school collaboration met. It's important for us
to have an idea of what the changes are. Projects will come to county
commissioners to confirm we're doing the project based approach.
Dwayne: We can share today. We have not yet circled back with Woolpert
and Kirk, which is our plan for the next step.
One of the things we wanted to bring related to a new school: whether we're
going to identify a new school at K-5 or K-8. Recommend a K-5 school.
Some of our anchor projects for the bond: new elementary school,
partnership academy kitchen and cafeteria, Brown Elementary Interior Pod
Renovation, River Park Elementary Handicap Restroom Addition, Orange
High School Ag Connector/Cosmetic Renovations, CTE/EC Upgrades for
all schools, District wide fire alarm/intercom upgrades.
Addressing adequacy and safety issues with these projects.
Looking at full bond project: we have district wide fencing and canopies,
addressing needs in HVAC and flooring. When you look at breakdown and
being in alignment with Woolpert, addressing educational adequacy needs,
we are doing that.
Commissioner Hamilton: A question about the transportation center
renovations,what is that about? I don't remember this in the Woolpert plan
Dwayne: It has major needs from a parking lot standpoint and it's an old
facility with bays, etc. that need to be upgraded to provide high quality
service for bus transportation. I think it's part of the high priority needs
across the district
Commissioner Bedford: Is this the facility where mechanics work on both
districts buses?
Dwayne: No, it's the transportation facility for OCS. I did reach out about
the other facility in Chapel Hill, and what the expectation was. It's not the
case this time to renovate that space.
Andre: We have been working through supplemental deferred maintenance
to address our needs in this regard
Rani: Can you talk about k-8 vs. K-5? The new elementary school will
replace one elementary school or 2?
Dwayne: It will replace one of our oldest elementary schools. As far as K-
5 vs. K-8: when you look at it financially,moving towards a K8 we thought
that would require a larger site and be more expenses to construct. We
would also be needing more facilities for those higher grades. So needs are
greater at the elementary level.
Bonnie: I want to build on the new elementary school explanation. If you
remember Woolpert asked us to do 2 things: build a new elementary school
in the western part of the county and consolidate central and Hillsborough
elementary to one site. Hillsborough elementary is our year round school.
We're not doing either of those projects. People are not comfortable with
the enrollment situation to add capacity in the western part of the county.
We've made improvements to central so consolidation didn't make sense.
Hillsborough elementary would be very expensive to update. Looks like
we'll be abandoning the HES campus and then put elementary school in a
new location. We're not doing a consolidation.
Grady Brown was not targeted by Woolpert for replacement. It has open
classrooms that create serious security concerns. A consultant has worked
with us to determine how to address this so we've made this a priority in
this plan. 19 million in this plan if for that project.
Commissioner Hamilton: Thinking about when the plans will come before
County Commissioners. In April, will it be a special meeting or during
budget session?
Commissioner Bedford: In April it would be budget, and districts needed
more time to bring project list, and it would be end of May or early June,
but that is very flexible. If things have accelerated that'd be great.
Al: we've been modeling the schedule that was discussed in collaboration.
I would not be ready to present something at our joint meeting without our
board having the opportunity to review it and make the decision. We could
have it early as May, but not ready for April.
3. County Staff Update: Timeline of Bond and Establishment of Bond
Committee
Travis: We received the resolutions in February supporting the bond, now
we're taking time to review potential adjustments. On April 2nd Gary has
prepared the resolution that will establish the bond purpose and set the not
to exceed amount. The amount and purpose can't change after that. The
projects can.
We have the bond education committee forming on April 161h, which is
flexible. We have also been working on the ballot questions. We need to
include total principal and interest payments and cost per $100 of
assessment on the ballot. Board would adopt that at June 41h business
meeting.
Commissioner Hamilton: The date that raises concern for me is public
hearing on bond referendum in May, before we have a plan. We need to
come with a lot of clarity about what's going to happen and what the plan
looks like.
Travis: We would have some flexibility. Could do June 4th or June 18th for
public hearing.
Al: You have the BOCC approving a funding level. The projects come after
that. The way it's scheduled, I could see you doing that. The education
we've been doing at parent interest meetings, we've separated it in to those
two steps
Commissioner Hamilton: Yes and, if there's a lot of folks concerned about
the tax implication, I want to be sure we're thinking through being able to
have at a public hearing the information that folks may want to hear. I'm
inclined to push the public hearing off. Hearing from parents is not hearing
from the whole community.
Rani: Because we're asking for so much, it'll be important to bring people
along and let them see where their interests are represented in this. We need
to help the rest of the community see how this improves value. I remember
from last time how important it was for folks to understand what was
underneath the plans.
Bonnie: it's important for our voters to know what they're getting.
Gary: There are 3 actions required: we have to do it by end of this fiscal
year.
Commissioner Bedford: We'll need some preliminary plans to share with
the public.Application for bond committee.And budget amendment to fund
that committee. We might need to schedule an additional joint meeting to
be ready for the public hearing. Have these projects presented.
Rani: As long as we have the rough guidelines, it'll be really important to
highlight what's being done in all the schools. Could just include the major
components at first
Commissioner Hamilton: I agree,we should have as much detail by the end
of May from both school districts as possible. Knowing there will be
adjustments.
Bonnie: We're asking voters to approve a 300 million dollar bond,but a 400
million dollar capital plan, and it's the capital investment that's leading the
tax increase,not just the bond itself. So I leave it to the County to determine
how to present this. The bond projects are locked in, but the other projects
have more flexibility. I don't know how that conversation happens with the
public but the county will need to think about that.
Commissioner Bedford: That's one of the jobs of the bond education
committee
Travis: we can prioritize this as part of the agenda review for the board
meeting
Rani: This should focus on what voters are looking at: the bond.
Bonnie:We want to be clear,because we're not asking the voters to approve
all of this,just the 300 million for the bond
Commissioner Hamilton: My view is that it's important to talk about the
plan. We hired Woolpert for a lot of money to create a plan. It's important
to present to the community the plan, which is more than the bond portion.
Obviously we highlight the bond portion but I think community should see
the whole scope of this plan.
Commissioner Bedford: We need to communicate that these are the plans,
but inflation and overruns happen. We do need to explain the additional
county funding. I agree with giving voters the whole picture. The education
committee hires a consultant who's an expert in communicating this.
Rani: I appreciate sharing the breadth of the plan, but we don't typically
communicate all details of county funding to the community. Let's be
mindful of what we're asking the community to understand, while
maintaining transparency.
Bonnie: Last time we approved the bond for a set of projects and additional
pay as you go came along the way. We still have maintenance needs, we
don't have wiggle room. The anchor projects are must dos, the pay go has
more flexibility to change timing and priority as we go.
Commissioner Bedford: Part of the messaging has to be that our plan
incorporates the baseline plan that every school will be safe. The actual
referendum doesn't list any projects whatsoever. We want to plan but don't
want to overpromise. We didn't do that with the last bond. The community
outreach is very important.
Rani: We can educate as much as we can,but people will engage when they
want to. I want to emphasize that we don't over promise.
Commissioner Hamilton: Things may be adjusted with community
feedback, and we must be clear on what won't change because it wouldn't
align with the principles of this plan.
4. Discussion and Group Next Steps
Commissioner Hamilton: We're looking at a meeting on projects on May
21 st,and the County will hold public hearing on bond June 41h,June 18th will
be second reading. Bond education committee on April 161h as planned
Composition of bond education committee: Last time it was 4 residents
chosen through application process. 2 representatives from districts and 2
representatives from Board of county commissioners.
Bonnie: I remember having the chamber and other community advocates
coming to be representatives
Commissioner Bedford: the chamber wasn't part of the committee but did
offer space for the meetings. Not officially part of the committee.
Al: I had a meeting with Mr. Nelson on Friday last week and he seemed to
really embrace supporting the bond and wanting to know how they could
help.He has a staff member, I think his name is Ian,who has done this work
in past roles.
Rani: You'd have to have a 35 person committee if we included all those
we need to engage with and we'd be criticized for leaving people out
Commissioner Hamilton: who's going to be helpful to be on this bond
education committee? If you have thoughts send them to Travis. When it
comes before BOCC on the 16th we'll hash out what the committee will look
like and then start looking at applicants.
Commissioner Bedford: How it will work is that there will be a broadcast
out of call for applications,which you can share, and then submissions will
be brought to the commissioners.
5. Commissioner Hamilton: Next Meeting is May 15th. We can talk about
some of the existing policies that direct school capital investment, get
update on bond education committee, update on where we are on the
timeline. Also we can talk about the future of this group: should it morph in
to something that tracks progress on projects?
Adjourn
Capital Needs Work Group virtual meetings are open to the public to attend remotely. Should
any member of the public wish to view this meeting,please click the following link to register:
Capital Needs Workgroup Registration Link
After registering, you will receive a follow-up email which will allow you to access and view the
meeting. If you have any comments or questions, would like to submit any written comments to
the group, or would like an emailed copy of the entire agenda package for this meeting, please
email Kirk Vaughn at kvaughngoran eg coun . nc._ov.