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

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Study Session Discussion Focus

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•  Bond requirements

•  Bond size

•  Project list

•  Project prioritization

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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

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Facilities Cycle Overview PROCESS OVERVIEW

Complete In Progress Future

Jun 2011 – April 2012

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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

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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

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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

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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

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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

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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

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Building Age

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328 Permanent Buildings

64% over 50 years old

Num

ber

of B

uild

ings

DISTRICT ASSETS OVERVIEW

Source: 2005 Facility Master Plan, Title Search

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Portables Age

14

581 Portables

Num

ber

of P

orta

bles

69% over 30 years old

DISTRICT ASSETS OVERVIEW

Source: Field survey, American Appraisal

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Seismic Safety Enhancement (SSE) Program

15

82

36

174

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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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

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Recent Accomplishments