Fulton County School District. Facilities Master Plan/ CIP IV Program Overview

Transcription

1 Fulton County School District Facilities Master Plan/ CIP IV Program Overview September 23, 2010

2 Agenda Program Overview Ed Specifications Update Facility Condition Assessment Report Educational Adequacy/ Technology Readiness Report Next Steps/ Facility Masterplan CIP IV Timeline 2

3 Introductions Mr. Patrick Burke, Chief of Operations Don O Neil, Program Director Sam Mandola, PMP, Project Manager Rosalyn Moore, Project Planner/Coordinator of Ed Specification Edward Humble, PhD, Partner In Charge Susan Zoller, Project Director 3

4 Facilities Master Plan/ CIP IV Program Edward Humble, PhD, Partner In Charge Susan Zoller, Project Director 4

5 Facilities Master Plan/ CIP IV Program Edward Humble, PhD, Partner In Charge Susan Zoller, Project Director 5

6 Facilities Condition Assessment Facilities Condition Assessment Report by Sam Mandola 15

7 Project Overview Conduct a Comprehensive Facility Assessment of all Fulton County School District facilities during the period November 2009 June 2010 Assess for each school: Physical condition Educational adequacy Technological readiness Equipment inventory Energy conservation opportunities 16

8 Comprehensive Facility Assessment - Objectives Data Maintenance Forecast Provide knowledge of existing facilities in terms of physical condition, educational adequacy, and technology readiness Identify current, deficiencies, deferred maintenance, educational adequacy, and corrective work required Forecast cost and future budgets for educational adequacy, technology readiness, and capital renewal needs 17

9 Comprehensive Facility Assessment - Objectives Energy Equipment Information Provide insight into energy consumption for cost savings Conduct equipment inventory and install bar code labels Provide information for future capital improvement programs 18

10 Project Time Line Project Kick-Off November 23 24, 2009 Pilot Studies (5 Schools) December 7 9, 2009 Field Data Collection January 4 May 14, 2010 Individual School / Site Report Preparation January 11 June 4, 2010 Comprehensive Assessment Report Preparation June 7 August 6, 2010 Presentation of Findings to Fulton County School Board September 23,

11 Comprehensive Facility Assessment - Scope 107 School and Non-School Sites 15,103,321 Gross Square Feet 58 Elementary Schools 19 Middle Schools 15 High Schools 15 Non-School Sites Administrative Special Purpose Maintenance Transportation Warehouse 20

12 Comprehensive Facility Assessment - 5 Parts Facilities Condition Assessment (FCA) Educational Adequacy Assessment Technology Readiness Assessment Energy Conservation Opportunities Assessment Equipment Inventory and Bar Code Labeling 21

13 Part 1 - Condition Assessment Assess the physical condition of each Permanent Buildings Building Systems Foundations Roofing Exterior walls Windows and doors Interiors Mechanical (HVAC) Plumbing Fire Protection Electrical Site Work Identify and prioritize Current deficiencies Deferred maintenance Future capital renewal needs for each school facility Provide cost estimates for budget planning 22

14 Part 1 - Condition Assessment - Findings The school facilities are in overall Good condition. This is primarily attributed to the average age of only 21 years. The non-school facilities are in overall Poor condition. This is primarily attributed to the average age of 46 years. Lighting, HVAC and roofing upgrades have extended the useful life of these buildings systems. However, the assessment data reveals that there still are significant needs in HVAC, roofing, and electrical systems. Building interior systems, including doors, floors, ceilings, and walls finishes, fixed furnishings, and fittings (toilet partitions and accessories, lockers) represent a majority (31%) of deferred maintenance needs. This is attributed to typical wear and tear on these interior systems. General maintenance and repair of the facilities is very good. 23

15 Part 1 - Condition Assessment - Findings Measuring Condition: Facility Condition Index (FCI) Formula: Needed Repairs ($) Replacement Value ($) = FCI Example: Needed Repairs of $5M Replacement Value of $10M = 5,000,000 10,000,000 = 50% FCI Best Practices for FCI FCI Condition 0 to 15% Good 15.1% - 30% Fair 30.1% - 50% Poor >50% Unacceptable 24

16 Condition Finding #1: Facility Condition Index (FCI) and Rating for Each School 25

17 Condition Finding #2: Facility Condition Index (FCI) by Facility Type Facility Condition Index (FCI) by School and Non-School Types. FCI scores are typically interpreted as, the lower the score, the better the condition of the facility Facility Type Total Current Deferred Maintenance Cost Current Replacement Value FCI% Condition Rating Fulton County School District $399,560,008 $2,947,196, % Good Elementary Schools $178,498,463 $1,167,231, % Fair High Schools $93,461,456 $963,771, % Good Middle Schools $52,706,419 $608,701, % Good Non School Facilities* $74,893,670 $207,492, % Poor * Non-Schools are defined as Administrative, Special Purpose, Transportation, Maintenance, Support, or Warehouse type facilities. 26

18 Condition Finding #3: Distribution by Facility Type The Facility Type is the educational level provided by the facility. The square foot amounts include all permanent buildings, ancillary buildings, and athletic buildings. The following table indicates the functional distribution by gross square feet (GSF), the percent of total GSF, and associated FCI for each type of facility and non-school facility. Facility Type Number of Facilities GSF % of Total GSF FCI Elementary Schools 58 6,432, % 15.29% (Fair) High Schools 15 4,486, % 9.70% (Good) Middle Schools 19 3,102, % 8.66% (Good) Non School Sites 15 1,083, % 36.09% (Poor) Total ,103, % 13.56% (Good) 27

19 Condition Finding #4: Facility Age According to the National Center for Education Statistics (NCES), in 1998 the average age of a public school building in the United States was 42 years old. There are 177 school buildings and additions in FCS portfolio. The average age of these Fulton County school buildings is 18 years, which is 24 years newer than the NCES national average and 19 years newer than the Southeast regional average. School Characteristics Fulton County NCES Average Age in years Median Date Built 1994 NA Built before % 28.00% Built between 1950 and % 45.00% Built between 1970 and % 17.00% Built after % 10.00% NCES National Center for Education Statistics 28

20 Condition Finding #5: Deferred Maintenance and Capital Renewal Cost Estimates The following table summarizes the cost estimates and indices for the Current Period ( ) condition deferred maintenance needs and the Forecast Period ( ) needs. Finding Budget Estimates Current Period Needs ( ) Condition Deferred Maintenance Needs $399,560,008 Total Current Period ( ) Deferred Maintenance Needs $399,560,008 Current Replacement Value (CRV) $2,947,196,267 Forecast Period Needs ( ) Capital Renewal Needs $844,203,181 Total Current and Forecast Period Deferred Maintenance & Capital Renewal Needs ( $1,243,763,189 Notes: Condition Deferred Maintenances needs reflect order-of-magnitude estimates as of 2010 and represent Current Period ( ) deferred maintenance needs. This figure includes building code compliance deficiencies and energy conservation opportunities. Capital Renewal needs for the Forecast Period ( ) is excluded. Current Replacement Value (CRV) represents the hypothetical total cost of rebuilding or replacing an existing facility in current dollars to its optimal condition under current codes and construction methods. Capital Renewal needs are forecast needs based on the anticipated chronological expiration of the remaining useful life of those building system not yet expired as of Dollar amounts are order-of-magnitude estimates. 29

21 Condition Finding #6: Deferred Maintenance and Capital Renewal Needs by Gross Square Feet (GSF) Needs GSF Estimate Estimate / % of Total GSF Condition Deferred Maintenance ( ) $399,560,008 $ % Capital Renewal ( ) $844,203,181 $ % Total 15,103,321 $1,243,763,189 $ % 30

22 Condition Finding #7: Facility Condition Index (FCI) per GSF FCI GSF % of GSF 0 15% 7,840,115 52% % 5,174,893 34% % 1,992,607 13% >50% 95,706 1% Total 15,103, % Gross Square Footage figures do not include portable classrooms. This data includes non-school buildings with an FCI average of (Poor) 31

23 Condition Finding #8: Needs by Facility System Major System Deferred Maintenance Estimate % of Deferred Maintenance Estimate Interior Finishes $ 81,732,460 20% HVAC $ 69,727,738 17% Electrical $ 60,389,335 15% Site Improvements $ 56,196,299 14% Roofing $ 26,266,503 7% Interior Construction $ 24,422,035 6% Equipment & Furnishings $ 23,049,901 6% Plumbing $ 21,139,743 5% Exterior Enclosure $ 18,304,351 5% Special Construction $ 9,317,393 2% Site Electrical Utilities $ 3,289,761 1% Site Mechanical Utilities $ 2,628,247 1% Fire Protection $ 1,732, % Foundations $ 546, % Basement Construction $ 433, % Conveying $ 275, % Site Preparation $ 78, % Stairs $ 16, % Superstructure $ 12, % Total $ 399,560, % The basis of the cost estimates are taken from two sources. The first source is the 2009 RS Means Square Foot Cost for Construction Estimating Guide which provides the square foot unit cost for each of the facility systems. The second source of the cost estimates is a local comparison of the RS Means unit cost to the actual cost of construction being paid by Fulton County Schools. 32

24 Condition Finding #9: Needs by Deficiency Priority Priority Description Repair Estimate 1 Critical/Immediate Need $545,288 2 Potentially Critical 12 months $4,762,479 3 Necessary 2 5 years $392,005,336 4 Recommended 3 10 years $2,161,210 5 Does Not Meet Current Code/Standards $85,695 Total $399,560,008 The relatively low figure for Priority 1 Critical / Immediate needs reveals that critical and safety related work is being managed well by Fulton County Schools. It is normal for priorities to be reevaluated as financial resources and limits are established. Some Building Code and Energy Conservation Opportunities are considered as deferred maintenance and are included with Priority 3. 33

25 Condition Finding #10: Needs by Deficiency Category ILSN List Category Description Needs Estimate Critical Repair Deferred Maintenance Infrastructure and Local School Needs (ILSN), includes systems level deficiencies previously identified by Fulton County Schools These are deficiencies that should be considered for remedy within the next 12 months Includes beyond useful life, damaged, broken, failing, inadequate, and other deficiencies % of Needs Estimate $169,767, % $3,864, % $221,656, % Energy Conservation Energy Conservation Opportunities $4,271, % Total $399,560, % Categories do not reflect the affordability of needed repairs within the district, nor do they reconcile facility needs with the district s master plan priorities or educational program objectives. Additional Building Code Compliance and Energy Conservation Opportunities are identified as Deferred Maintenance. 34

26 Condition Finding #11: Needs by Deficiency Distress Distress Description Budget Estimate Beyond Expected Useful Life The building systems or components have exceeded their design or estimated useful $357,783,931 life Missing System or component is absent $10,799,003 Inadequate System is insufficient for intended purpose $1,107,489 Failing System functions sporadically or intermittently $24,973,691 Damaged Use or function is impaired or broken $4,895,894 Total $399,560,008 Distress does not reflect the affordability of needed repairs within a district, nor does it reconcile facility needs with a district s master plan priorities or educational program objectives. Distress defines those items that are beyond expected useful life, missing, inadequate, failing, or damaged. As shown, most of the needs in FCS are based on systems being beyond expected useful life. 35

27 Condition Finding #12: Capital Renewal Needs Forecast Year Capital Renewal FCI % 2014 $41,504, % 2015 $209,570, % 2016 $51,983, % 2017 $38,249, % 2018 $68,934, % 2019 $130,819, % 2020 $131,315, % 2021 $98,472, % 2022 $73,353, % Total $844,203,181 36

28 Condition Finding #12: Capital Renewal Needs Forecast Year Annual Funding Needed to Maintain Current FCI (13.56%) Annual Funding Needed to Improve FCI to 10% Annual Funding Needed to Improve FCI to 5% 2014 $41,504,881 $52,728,837 $68,677, $209,570,714 $22,861,623 $239,129, $51,983,905 $63,793,927 $80,387, $38,249,117 $50,295,328 $67,220, $68,934,022 $81,718,589 $98,982, $130,819,270 $144,327,650 $161,936, $131,315,862 $144,616,959 $162,577, $98,472,147 $112,030,129 $130,350, $73,353,263 $86,728,402 $105,414,957 Total $844,203,181 $959,101,444 $1,114,676,015 37

29 Facilities Condition Assessment QUESTIONS?? 38

30 Adequacy Assessments Educational Adequacy/Technology Readiness Report by Susan Zoller 39

31 Adequacy Assessments Assessment of Schools Educational Adequacy Technology Readiness Analyze How Each Facility Meets Needs Identify Inadequacies Create Recommendations and Budget Estimates 40

32 Educational Adequacy Scope of Work and Approach: Review district educational specifications Determine educational needs of existing facilities Address major components: Site adequacy Security Adequacy of program spaces Relationship of spaces Attributes of spaces Learning environment Technology infrastructure 41

33 Educational Adequacy General Findings Many schools include all the facilities necessary to meet most educational needs. The location of a space is often the issue. Library/Media Centers not located near classrooms Main administrative areas not having control of entrances Public venues gyms, performing arts near classroom spaces Some schools lack storage space to support programs. Some buildings are difficult to supervise with multiple entrances. Schools were designed to support varied learning styles, but enrollments changed. Many schools have temporary buildings located on site. 42

34 e Educational Adequacy Scores Adequacy Score Definitions 90+ Good: The facility is designed to provide for and support the educational program offered. It may have minor adequacy issues but generally meets the needs of the educational program Fair: The facility has some problems meeting the needs of the educational program and may require some remodeling Poor: The facility has numerous problems meeting the needs of the educational program and needs significant remodeling or additions. Below 50 Unacceptable: The facility is unsuitable in many areas of the educational program. 43

35 Adequacy Finding #1: Adequacy Score Range and Average by Facility Type Adequacy School Type Minimum Maximum Average Elementary Middle High Non-Traditional High School Source: MGT of America, Inc.,

36 Adequacy Finding #2: Adequacy Score by School Example: Site Name Elementary Schools Adequacy Score Abbotts Hill ES* 87 Alpharetta ES 58 Barnwell ES 69 Bethune, Mary M. ES 84 Birmingham ES* 96 45

37 Adequacy Finding #3: Adequacy Percent of Schools by Facility Type * Non-traditional high schools are not included *( 46

38 Adequacy Finding #4: Adequacy Percent of Schools by Rating 47

39 Part 2 - Technology Readiness Assessment Evaluated ability to support technology-based instructional and administrative functions Evaluated LANs, WANs, computer infrastructure, video distribution, data drops, and other information systems 48

40 Part 2 - Technology Readiness - Scores Technology Readiness Score Definitions 90+ Good: The facility has the infrastructure to support information technology Fair: The facility is lacking in some infrastructure Below 50 Poor: The facility is lacking significant infrastructure to support information technology. Unsatisfactory: The facility has little or no infrastructure to support information technology. 49

41 Part 2 - Technology Readiness - Findings Assessments based on the infrastructure standards developed by Fulton County Schools. Most schools have technology infrastructure to support the needs of the program. Of the 93 schools assessed for technology readiness: 33 percent were rated Good 51 percent were rated Fair 16 percent were rated Poor 50

42 Adequacy Finding #5: Technology Readiness Score Range and Average Technology School Type Minimum Maximum Average Elementary Middle School High School Non-Traditional High School Source: MGT of America, Inc.,

43 Adequacy Finding #6: Technology Readiness Score by School Example: Middle Schools Autrey Mill MS* 84 Bear Creek MS 70 Camp Creek MS 66 Crabapple MS 67 Elkins Pointe MS 84 52

44 Adequacy Finding #7: Technology Readiness Percent of Schools by Type * Non-traditional high schools are not included *( 53

45 Adequacy Finding #8: Technology Readiness Percent of Schools by Rating Needs new table Fulton County School District Percent of Schools by Rating 60% 50% 40% 30% 20% 10% 0% Unsat Poor Fair Good 54

46 Combined Scores Elementary School Average Combined Scores Site Condition Adequacy Tech Combined 50% 40% 10% Middle School Average High School Average Non-Traditional High School Average District Average

47 Combined Scores by School Type Condition Adequacy Tech Combined 50% 40% 10% Elementary School Average Middle School Average High School Average Non-Traditional High School Average District Average 56

48 Adequacy Assessments QUESTIONS?? 57

49 Next Steps/ Facilities Master Plan Next Steps/Facilities Master Plan by Ed Humble 58

50 Next Steps Enrollment / Capacity / Utilization Combined Review of Needs Prioritization Development of Draft Master Plan Staff / Superintendent / Board Reviews Presentation of Master Plan 59

51 Combined Review of Needs Condition & Adequacy Improvements Address Capacity Issues School Size Feeder Patterns Administrative Facilities Equity 60

52 Prioritization SCHOOL NAME COMBINED SCORE UTILIZATION RECOMMENDATIONS AND PHASES CURRENT (2009) PROJECTED (2015) REPLACE RENOVATE ADDITION FOR CAPACITY NEW SCHOOL IN AREA BOUNDARY CHANGE PHASE COST PHASE COST PHASE COST PHASE COST School High High School High High School High Good School High Over School Under Over Total/Average % 301% $ - $ - $ - $ - 61

53 Next Steps/ Facilities Master Plan Questions?? 62

54 CIP IV Timeline CIP IV Timeline by Patrick Burke 63

55 CIP IV Timeline CIP 4 Timeline by Patrick Burke 64

56 CIP IV Timeline Questions?? 65