Propositions S and Z

Board of Education Meeting June 7, 2016

Lee Dulgeroff, Chief, Facilities Planning and

Construction

Julie MartelExecutive Director, Facilities Planning

and Design

Outline

• Propositions S and Z progress and Financial Status

• Current and Planned Projects

• Issuance Capacity

• Program Plan

• Next Steps

2Artist’s rendering of Ocean Discovery Institute’s Living Lab

Props. S and Z Progress

Construction projects:

• 116 in design and bid phase

• 22 in construction

• 103 completed

Campus Upgrades:

• 53 new classroom buildings

• 371 portables removed/replaced

• 21 Career Technical Education facilities

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New Academy of Business Building at Clairemont High School

i21 Classroom Technology

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Interactive classrooms (i21) and technology infrastructure

• i21 Five-year plan completed

− 5,477 i21 classrooms with Promethean boards

− All K-12 students have access to devices

• Technology Infrastructure Program (cables,

routers, switches, access points, etc.):

− $47.7M in E-Rate funds awarded for tech infrastructure – projects completed

− $43.5M in E-Rate funds awarded for tech infrastructure – projects in progress

− $11M in E-Rate funds awarded in December 2015 for tech infrastructure – projects in planning phase

• Online Learning Centers

Morse HS Online Learning Center

Air Conditioning

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• 66 schools, 2030 classrooms– July 2014 to March 2016

2,000 Hottest Classrooms - Complete

• Install air conditioning in remaining qualifying spaces at schools with classroom AC– Design: 43 projects, 818 spaces in progress– DSA submittals: In progress– Construction: summer 2016 – summer 2017

Academic/Support Spaces

• Air conditioning in all qualifying spaces in remaining district schools – Design: 68 projects, 2865 spaces in progress– DSA submittal: starting summer 2016– Construction: starting winter 2016 - 2019

HVAC Phase 2 – Climate Zone 1 and 2

Roof-top Air Conditioning Equipment

Sustainability/Solar

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Solar panels on carport structures at new Salk Elementary School

◦ E.B. Scripps ES, Mira Mesa HS, Morse HS,

Nye ES, Penn ES, Serra HS, Tierrasanta ES,

Zamorano ES

Solar Plan Phase II: PV at 8 to 12 high

energy-use schools in 2017

• 30 schools currently being considered• Site selection: July 2016• Construction Starting: 2017

Solar Plan Phase I: Photovoltaic (PV) at eight high energy-use schools

• Construction: Starts summer 2016

Sustainability/Solar

Phase I and II Project Totals:

− $40M estimated installation cost− 10.5M kWH estimated annual production− $2.8M estimated energy cost offset annually

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Solar Plan Phase II: PV at 8 to 12 high energy-use schools in 2017

Charter School Projects

Feasibility Studies and Site Master Plans– Albert Einstein– Darnall– Keiller– Tubman Village– Arroyo Paseo– High Tech International– Innovations

Design– Audeo Charter School – Gompers Preparatory Academy – Health Sciences HS and Middle College– Iftin– King/Chavez– Museum– Preuss– San Diego Cooperative Charter School – San Diego Global Vision Academy ES– San Diego Global Vision Academy MS

Construction– O’Farrell Community School

HVAC Completed– Darnall– Holly Drive– Keiller– Iftin– Tubman Village

$ 40.4M Expended to Date

Site Discretionary Spending Summary– Allocated -- $5.2M– Expended -- $3.5M

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New School Buildings at O’Farrell

Communications and Stakeholder Engagement

• 272 stakeholder meetings

– Site Master Planning

– Design Task Force

– Joint-Use fields

– High school field use policies

– Environmental studies

• 70 groundbreakings and dedications

• Ongoing updates to cluster councils, community groups, City of San Diego colleagues, and industry professionals

• Project updates, meetings and events posted on district website and social media

• Regular updates in district’s “Unified Vision” e-newsletter (more than 60,000 subscribers)

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Dedication of new field at Oak Park Elementary School

Emerging Business OutreachEmerging Business Enterprises (EBE) Contract Awards

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Business Classification2016

Market Capacity

2016 EBE Goals

% of dollars awarded*

Disabled Veteran-Owned Business Enterprise (DVBE) 2.26% 5% 7.57%

Minority-owned Business Enterprise (MBE) 1.89% 6% 17.66%

Women-owned Business Enterprise (WBE) 0.59% 3% 2.41%

Small Business Enterprise (SBE) 16.41% 40% 38.12%

EBE Goal 44%**

Total EBE Participation 42.55%*** Period of performance: Jan. – March 2016; five projects awarded** Some firms have multiple EBE certifications so total EBE numbers does not reflect the sum of EBE categories

Micro-Projects Program (MPP)

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Local small business owners are sought for “MPP” Program projects

• Program to award projects under $15,000 to Emerging Business Enterprises

−FY 2015-16 (as of March 2016)

20 MPP contracts awarded

$184,619 to certified Small Business Enterprises

3 are also certified DisabledVeteran-Owned

7 are also certified Minority-Owned

5 are also certified Woman-Owned

Project Stabilization Agreement (PSA)

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• Since inception of the PSA

− 75 projects awarded

− 6073 total workers employed

− Worker participation ZIP code map

posted on district website

Category GoalCumulative

Actual

Residents of Targeted ZIP Codes 35% 27%

Residents of SDUSD ZIP Codes 70% 38%

Residents of County ZIP Codes 100% 96%

http://www.sandi.net/cms/lib/CA01001235/Centricity/Domain/138/Cumulative%20Workers%20by%20Zipcode%20102913.pdf

Financial Status Props. S and Z

• Program budget: $5.1B(including state matching funds

of approximately $200M)

− Total revenue $2B

− Expenditures

$1.15B expended to date

$120.8M expended in FY 2015-16

$230M work in progress

− Successful financial and performance audits13

Concrete walkway at University City HS

Props. S and Z - Categories

• $1.15B total expenditures

– Major repair replacement

– Student learning

– Access/code compliance

– Neighborhood schools

– Health, safety, and security

– Accommodate enrollment

– Replace inadequate buildings

– Special education

– Energy efficiency

– Site discretionary

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MRR, $92.1

Student Learning,

$436.3Student Health

/ Safety, $226.6

Code Compliance,

$173.0

Neighborhood Schools , $79.2

Energy Efficiency ,

$2.9

Replace Inadequate Buildings,

$69.8

Accommodate Enrollment,

$47.0

Site Discretionary,

$21.5

Special Education,

$0.8

Estimated Future Revenues

Issue bonds at least cost to taxpayers

• Prop. Z future proceeds

− Issuances every two years (approx. $450-500M) Current Interest Bonds (CIBs)

− Long-term bonds used for facility

capital projects

− Short-term bonds for technology

devices and equipment

• Prop. S future proceeds

− Bond Issuance every two years (approx. $100M)

− Next issuance closes May 2016

• Potential for 2016 state bond (matching funds for modernization and new

construction)

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Pershing Middle School Whole Site Modernization

Planned Projects

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Planned Projects

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Planned Projects

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Planned Projects

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Planned Projects

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Planning Facilities

• Academic Program Alignment

• Priority Clusters and Current Successful Programs

• Innovation/On-line Learning Centers

• Wellness Centers

• Learning Environments for Today and Tomorrow

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Props. S and Z Plan –2015-2021

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• Repair and renovate schools $1,249.6M

• Maximize state matching funds, i.e., College, Career, and Technical Education

and Overcrowded Relief Grant projects – Received $72M

• Board and Superintendent priority projects

− Classroom technology $108.6M

− Air conditioning $221.6M

− Safety and Security $269.2M

− Sustainability $40M

• Pro Rata share for charter

schools $196M

• Project Plan – Attachment 1

Collaborative spaces plan for Mann Middle School

Props. S and Z Committees

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• Props. S and Z Independent Citizens’ Oversight Committee

• Prop. Z Charter School Facilities Committee

− Regular meetings since April 2, 2013

− Facilities Planning and Construction staff support and facilitation

ICOC members visit the new

Jonas Salk Elementary

School.

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Questions and Comments

San Diego Unified student participants in ACE Mentoring Program

tour Props. S and Z construction projects