Measure A Facilities Oversight and Advisory Committee

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Measure A Facilities Oversight and Advisory
Committee

• Annual report to the SRVUSD Board of Education
  12/04/07

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Overview

• Since Measure D (1998) almost 1 billion in new/
  upgrade SRVUSD school construction
• Less than half from local bond elections
• 560 million plus in developer funds/ fees
• 220 million in state funding (more coming)
• 166 million returned to developers (1992
  contract)
• 8 new schools opened through 2007
• Enrollment growth of 33 since 1997
• Major additions at 3 high schools, 15 other
  schools upgraded, 3 schools still in process

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Developer agreements

• 1992 Dougherty Valley agreement
• land, buildings, equipment and landscaping
• Separate Shapell agreement Creekside
• Results to date 6 new schools
• 4 new elementary, 1 middle, 1 high
• DV high school District-designed, constructed
• Without agreements, major District impact
• possible year round multi-track program

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FOAC Facilities oversight and advisory committee

• Measure A bond oversight per Prop 39
• Public information, including annual report
• Design/ cost recommendations
• Measure A prioritization
• Future facilities needs
• Review of all District facility activities
• All active construction sites and others with
  identified needs visited by Committee, met with
  District project management on site while
  students were in session.

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2007 FOAC membership

• March 22 2007 March 2009
• Jeffrey Beadle Carolyn Degnan
• Jay Bhalla Kari DeSoto
• Don Birnbaum Traci Fraas
• Barbara Brick Chris Kenber
• Jonathan Buckley John Mascali
• Clifford Buxton David Struck
• Ed Chiverton David Yee

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Measure A cost inflation

• Measure A assumed 3 per year cost inflation
• Construction boom grossly inflated costs for
  concrete, steel, copper, other materials
• 260M project cost grew to 388M
• Increases rational and justified if unwelcome
• 64.5M in additional state funding offset to date
• Total expenditure for Measure A now 343.6M
• 44.5 million shortfall absent new state funds
• Quality and standards maintained

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Measure A prioritization Committee recommendation

• Factors in order
• Safety, student impact, , site equity
• Projects already in design to be finished
• Except Cal High gym modification (timing)
• Projects yet to start
• Modified if subject to later change
• Portable replacement on hold
• Technology upgrades to be completed

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FOAC process

• Master Program Budget key control report
• Provides detail by project
• Provides funding status by category
• Tied to audit and financial reporting
• Reviewed at every meeting in detail.
• Clean audit reports (attached to report)
• No material issues found
• The Committee finds no material issues with
  planning, construction and financial management
  of Measure A and other facilities projects.

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Future District needs

• Site master planning key to next steps
• SRVHS, Stone Valley, others
• Construction needs at multiple campuses
• Aging plant/ facilities (Golden View, Del Amigo
  etc)
• Facilities program creates inequity
• District standards/ current construction sites
• Other sites not equal construction, hardscape,
  landscape, technology
• Further bond will be required
• Facilities program success drives positive vote

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2006 FOAC recommendations

• Mostly operational in nature
• Met either directly or by alternatives
• Except 6 and 10 -- deferred maintenance and
  communication
• FOAC not an operational entity
• Must not micro-manage Facilities
• Must be satisfied that data supports oversight
• We are.

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2007 recommendationsDeferred maintenance

• Term is misleading to public
• Deferred maintenance is really scheduled
  maintenance of major systems
• Protects investment in facilities
• Consistently under funded state-wide
• SRVUSD gap measured in millions
• Last comprehensive update is dated 2004
• Prop 39 allows deferred maintenance
• Comprehensive, annual update essential
• Show needs and funding gap

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2007 recommendations Communications

• Construction program a major success
• All facilities constructed to high standards
• Opened on time
• Major asset to the community and its students
• The public doesnt know the story
• Major impact on next bond election
• Need a proactive, multi-disciplinary
  communications program implemented now

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Conclusions

• FOAC report finds no material issues with
  planning, construction and financing of Measure A
  and other facilities projects
• FOAC commends the Facilities organization for
  extraordinary progress in new/ upgrade facilities
  construction
• FOAC believes additional facilities needs will
  require a new bond.
• FOACs mission remains a work in progress