Proposition 1D:High Performance Funding

Presented by:Presented by:

Brian LaPaskBrian LaPaskProject Management Supervisor Project Management Supervisor

Office of Public School ConstructionOffice of Public School Construction

High Performance Rating Criteria

The High Performance Rating Criteria (HPRC) is The High Performance Rating Criteria (HPRC) is currently modeled after the 2009 CA-Collaborative currently modeled after the 2009 CA-Collaborative for High Performance Schools (CHPS) Criteria. for High Performance Schools (CHPS) Criteria.

The five categories used for the HPRC are:The five categories used for the HPRC are:

SiteSite WaterWater EnergyEnergy MaterialsMaterials Indoor Environmental QualityIndoor Environmental Quality

What are the Requirements to Qualify What are the Requirements to Qualify for High Performance Grant Funding?for High Performance Grant Funding?

Must be part of the design for a new Must be part of the design for a new construction or modernization funding construction or modernization funding request through the OPSC.request through the OPSC.

Ask DSA for an HPI review during the plan Ask DSA for an HPI review during the plan approval process.approval process.

Provide the OPSC with the HPI Scorecard Provide the OPSC with the HPI Scorecard acquired from DSA during plan approval.acquired from DSA during plan approval.

Documents Required for DSA Documents Required for DSA ReviewReview

Must provide Energy Code Performance Must provide Energy Code Performance files including energy savings calculations.files including energy savings calculations.

High Performance components must be High Performance components must be included in the plan set as part of the included in the plan set as part of the project’s design.project’s design.

HPI Scorecard and supporting documents HPI Scorecard and supporting documents for credits you are seeking.for credits you are seeking.

Regulation Changes, May 2010Regulation Changes, May 2010

Approved by State Allocation Board in May Approved by State Allocation Board in May 2010, effective as of January 25, 2011.2010, effective as of January 25, 2011.

Introduction of the new “High Performance Base Introduction of the new “High Performance Base Incentive Grant” (HPBIG).Incentive Grant” (HPBIG).

HPBIG provides $150,000 for new school HPBIG provides $150,000 for new school projects that meet minimum point threshold.projects that meet minimum point threshold.

Also provides $250,000 for new construction Also provides $250,000 for new construction addition and modernization projects meeting addition and modernization projects meeting minimum point threshold.minimum point threshold.

Only one HPBIG per school site is allowed.Only one HPBIG per school site is allowed.

Regulation Changes, May 2010Regulation Changes, May 2010

Updated to incorporate 2008 Energy Code.Updated to incorporate 2008 Energy Code. Data collection – SAB interested in collecting Data collection – SAB interested in collecting

data on cost differentials between standard and data on cost differentials between standard and high performing systems.high performing systems.

Board Resolutions – updated Board Resolutions – updated Application for Application for Funding Funding (Form SAB 50-04) to require school (Form SAB 50-04) to require school districts to have school board resolutions districts to have school board resolutions supporting HPI request and intent to continue to supporting HPI request and intent to continue to pursue and build high performing/green schools.pursue and build high performing/green schools.

Regulation Changes, May 2010Regulation Changes, May 2010

Rating Criteria points are worth more, Rating Criteria points are worth more, percentages have been increased.percentages have been increased.

Addition of 16 additional credits in HPRC.Addition of 16 additional credits in HPRC.Two additional credits in Water category.Two additional credits in Water category.Eleven additional credits in Energy category, Eleven additional credits in Energy category,

(eight of which are for renewable energy (eight of which are for renewable energy produced on site.)produced on site.)

Three additional credits in Indoor Three additional credits in Indoor Environmental Quality category.Environmental Quality category.

Green Code ChangesGreen Code Changes

Updated for new school projects, as Green Code Updated for new school projects, as Green Code only affects new school projects or projects on only affects new school projects or projects on sites completely cleared of all existing facilities.sites completely cleared of all existing facilities.

Reduced Low Emitting Materials category from Reduced Low Emitting Materials category from 1-4 points to 1-2 points for additional code 1-4 points to 1-2 points for additional code requirements for LEMs.requirements for LEMs.

Approved at the November 2010 SAB meeting, Approved at the November 2010 SAB meeting, effective as of January 25, 2011.effective as of January 25, 2011.

No Change to New Construction Addition or No Change to New Construction Addition or Modernization project funding.Modernization project funding.

HPI Funding for New School Projects

Must meet all prerequisites in all HPRC Must meet all prerequisites in all HPRC categories; then, the district may select categories; then, the district may select the credits they wish to pursue. the credits they wish to pursue.

Projects must attain a minimum of 27 Projects must attain a minimum of 27 High Performance Rating Criteria points High Performance Rating Criteria points to qualify for the HPI grants.to qualify for the HPI grants.

Previous New School Project Previous New School Project Grant AmountsGrant Amounts

Two percent at 27points plus 0.050 percent for each point Two percent at 27points plus 0.050 percent for each point attained from 28 through 33 points; orattained from 28 through 33 points; or 2.35 percent at 34 points plus 0.24 percent for each point 2.35 percent at 34 points plus 0.24 percent for each point attained from 35 through 40 points; orattained from 35 through 40 points; or

Four percent at 41 points plus 0.36 percent for each pointFour percent at 41 points plus 0.36 percent for each pointattained from 42 through 54 points; orattained from 42 through 54 points; or

9.05 percent at 55 points plus 0.060 percent for each point9.05 percent at 55 points plus 0.060 percent for each pointattained from 56 through 75 points. attained from 56 through 75 points.

The percentage increases above shall only be applied The percentage increases above shall only be applied to the New Construction base grant.to the New Construction base grant.

Updated New School Project Grant Updated New School Project Grant AmountsAmounts

2.35 percent at 27points; or2.35 percent at 27points; or 2.59 percent at 28 points plus 0.24 percent for each point 2.59 percent at 28 points plus 0.24 percent for each point attained from 29 through 33 points; orattained from 29 through 33 points; or

Four percent at 34 points plus 0.36 percent for each pointFour percent at 34 points plus 0.36 percent for each pointattained from 35 through 47 points; orattained from 35 through 47 points; or

9.05 percent at 48 points plus 0.060 percent for each point9.05 percent at 48 points plus 0.060 percent for each pointattained from 49 through 88 points. attained from 49 through 88 points.

HPI Funding for Additions to a Site and Modernization Projects

Must meet all prerequisites in the Must meet all prerequisites in the categories that are within the scope of categories that are within the scope of the project; then, the district may select the project; then, the district may select the credits they wish to pursue. the credits they wish to pursue.

Projects must attain a minimum of 20 Projects must attain a minimum of 20 High Performance Rating Criteria points High Performance Rating Criteria points to qualify for the grants.to qualify for the grants.

Previous Additions to a Site and Modernization Grant AmountsGrant Amounts

Two percent at 20 points plus 0.025 percent for each point attained Two percent at 20 points plus 0.025 percent for each point attained from 21 through 33 points; orfrom 21 through 33 points; or 2.35 percent at 34 points plus 0.24 percent for each point attained 2.35 percent at 34 points plus 0.24 percent for each point attained from 35 through 40 points; orfrom 35 through 40 points; or

Four percent at 41 points plus 0.36 percent for each point attained Four percent at 41 points plus 0.36 percent for each point attained from 42 through 54 points; orfrom 42 through 54 points; or

9.05 percent at 55 points plus 0.060 percent for each point attained 9.05 percent at 55 points plus 0.060 percent for each point attained from 56 through 77 points.from 56 through 77 points.

The percentage increases above shall be applied to the appropriate The percentage increases above shall be applied to the appropriate New Construction or Modernization base grant.New Construction or Modernization base grant.

Updated Additions to a Site and Modernization Grant AmountsGrant Amounts

2.18 percent at 20 points plus 0.025 percent for each 2.18 percent at 20 points plus 0.025 percent for each point attained from 21 through 26 points; orpoint attained from 21 through 26 points; or 2.35 percent at 27 points plus 0.24 percent for each 2.35 percent at 27 points plus 0.24 percent for each point attained from 28 through 33 points; orpoint attained from 28 through 33 points; or

Four percent at 34 points plus 0.36 percent for each Four percent at 34 points plus 0.36 percent for each point attained from 35 through 47 points; orpoint attained from 35 through 47 points; or

9.05 percent at 48 points plus 0.060 percent for each 9.05 percent at 48 points plus 0.060 percent for each point attained from 49 through 84 points.point attained from 49 through 84 points.

Previous New School Funding Previous New School Funding Calculation ExampleCalculation Example

New Construction project for a 1000 pupil elementaryNew Construction project for a 1000 pupil elementaryschool designed to the 2006 criteria with 41points school designed to the 2006 criteria with 41points achieved and verified by DSA.achieved and verified by DSA.

Base grant: $8,738 x 1,000 pupils = $8,738,000Base grant: $8,738 x 1,000 pupils = $8,738,00041 points = 4.0 percent increase41 points = 4.0 percent increase

Therefore;Therefore; $8,738 x 1,000 x 4.0% = $349,520$8,738 x 1,000 x 4.0% = $349,520

Updated New School Funding Updated New School Funding Calculation ExampleCalculation Example

New Construction/New School project for a 1000 pupil New Construction/New School project for a 1000 pupil elementary school designed to the 2009 criteria with 41 elementary school designed to the 2009 criteria with 41 points achieved and verified by DSA.points achieved and verified by DSA.

Base grant: $8,738 x 1,000 pupils = $8,738,000Base grant: $8,738 x 1,000 pupils = $8,738,000 41 points = 6.52% percent increase41 points = 6.52% percent increase

Therefore;Therefore; $8,738 x 1,000 x 6.52% = $569,718; plus,$8,738 x 1,000 x 6.52% = $569,718; plus, $150,000 (Base Incentive Grant) = $150,000 (Base Incentive Grant) = $719,718$719,718 an increase of an increase of

$370,198, or more than double the previous amount.$370,198, or more than double the previous amount.

Previous Modernization Funding Previous Modernization Funding Calculation ExampleCalculation Example

Modernization project for a 500 pupil elementaryModernization project for a 500 pupil elementary

school designed to the 2006 criteria with 41 points school designed to the 2006 criteria with 41 points

achieved and verified by DSA.achieved and verified by DSA.

Base grant: $3,328 x 500 pupils = $1,664,000Base grant: $3,328 x 500 pupils = $1,664,000

41 points = 4.0 percent increase41 points = 4.0 percent increase

Therefore;Therefore;

$3,328 x 500 x 4.0% = $66,560$3,328 x 500 x 4.0% = $66,560

Updated Modernization Funding Updated Modernization Funding Calculation ExampleCalculation Example

Modernization project for a 500 pupil elementaryModernization project for a 500 pupil elementaryschool designed to the 2009 criteria with 41 points school designed to the 2009 criteria with 41 points achieved and verified by DSA.achieved and verified by DSA.

Base grant: $3,328 x 500 pupils = $1,664,000Base grant: $3,328 x 500 pupils = $1,664,00041 points = 6.52% percent increase41 points = 6.52% percent increase

Therefore;Therefore; $3.328 x 500 x 6.52% = $108,493; plus,$3.328 x 500 x 6.52% = $108,493; plus, $250,000 (Base Incentive Grant) = $250,000 (Base Incentive Grant) = $358,493$358,493 an increase of an increase of

$291,933, or more than four times the previous amount.$291,933, or more than four times the previous amount.

Funding SummaryFunding Summary

134 applications have been 134 applications have been approved (36 unfunded approvals) approved (36 unfunded approvals) through January 2011 SABthrough January 2011 SAB

Average points: 34.6 (~2.98% Average points: 34.6 (~2.98% increase to base grant)increase to base grant)

~$26.5M has been allocated ($4M in ~$26.5M has been allocated ($4M in unfunded approvals)unfunded approvals)

~~$73.5M still available$73.5M still available

Contact Information

Brian LaPask, Supervisor (916) 375-4667 Brian LaPask, Supervisor (916) 375-4667

brian.lapask@dgs.ca.govbrian.lapask@dgs.ca.gov

Tim Hegedus, Program Analyst (916) 375-4626Tim Hegedus, Program Analyst (916) 375-4626

timothy.hegedus@dgs.ca.govtimothy.hegedus@dgs.ca.gov

Website ResourcesWebsite Resources

OPSC WebsiteOPSC Websitewww.opsc.dgs.ca.govwww.opsc.dgs.ca.gov

California Energy Commission Websitewww.energy.ca.gov

DSA WebsiteDSA Websitewww.dsa.dgs.ca.gov/OtherProg/hps.htmwww.dsa.dgs.ca.gov/OtherProg/hps.htm

DSA Website Link to Energy RegulationsDSA Website Link to Energy Regulationswww.dsa.dgs.ca.gov/OtherProg/energyregs.htmwww.dsa.dgs.ca.gov/OtherProg/energyregs.htm

Collaborative for High Performance SchoolsCollaborative for High Performance Schoolswww.chps.netwww.chps.net

QuestionsQuestions