upper arlington schools

MOODY NOLAN | PERKINS+WILL

UPPER ARLINGTON SCHOOLSBUILDING TEAM MEETING #2

NOVEMBER 10-12, 2015

YOURVOICE MATTERS

MOODY NOLAN PERKINS+WILL HILLIARD JEANE KORDA EMH&T MKSK TURNER

Principal

Principal and Design Team

Design Team and Construction Advisor

AgendaWelcome

Key Takeaways from Building Team Meeting #1

Facility Assessment InformationEducational Assessment and Impact of Facilities on Learning

OFCC Explanation and Assessment

Physical Assessment Results

Building Team Conversation

Financial Context Discussion

Individual Building Financial Information


Next Steps and Closing

Building Team Participants

District




Affirm

Guiding

Principles

Present

Facilities

Analysis

Findings

Evaluate

Master

Plan

Options

Evaluate

Revised

Master

Plan

Options

CES 1 CES 2 CES 3 CES 4

SEPT 9+10 NOV 18+19 FEB 23+24 APR 19+20

Review

Financials

CES 5

TBD 2017

BTM 1

BTM 2

BT SUMMIT

BTM 3

SEP 29–OCT 1

NOV 10-12

DEC 3

JAN 12-14

BTM 4MAR 15-17

OUR PROGRESS

Affirm

Guiding

Principles

Present

Facilities

Analysis

Findings

Evaluate

Master

Plan

Options

Evaluate

Revised

Master

Plan

Options


SEPT 9+10 NOV 18+19 FEB 23+24 APR 19+20

Review

Financials

CES 5

TBD 2017

BTM 1

BTM 2

BT SUMMIT

BTM 3

SEP 29–OCT 1

NOV 10-12

DEC 3

JAN 12-14

BTM 4MAR 15-17

OUR PROGRESS at UA High School7:00 - 8:30PM

Principal



AgendaWelcome











District




Master Planning Process

PHYSICALASSESSMENT

What physical assets are in need of repair

or replacement?

EDUCATIONALASSESSMENT

How do our facilities support the educational

focus of the District?

FINANCIALASSESSMENT

What are the priorities and

associated costs?

PHYSICALASSESSMENT

What physical assets are in need of repair

or replacement?

EDUCATIONALASSESSMENT

How do our facilities support the educational

focus of the District?

FINANCIALASSESSMENT

What are the priorities and

associated costs?

How can we improve our

physical assets….

FACILITIES MASTER PLAN

….and advance our relentless

focus on learning

….while remaining fiscally

responsible?

Master Planning Process

Guiding Principles

EDUCATIONAL ASSESSMENTHow did we do it?

Principal Meetings + Site Visits

Student Focus Groups

Building Team Meetings

Daylighting

Materials

Room Size & Shape

Acoustics

Indoor Air Quality

Thermal Comfort

Technology

Flexibility

Supports Collaboration

Lighting

Furniture/ Ergonomics

Safety & Security

Circulation / Adjacencies

EDUCATIONAL ASSESSMENTWhat did we look at?

20th Century

• Teacher-centered• Passive learning• Organized by age/subject• Rote memorization• Industrial efficiency

21st Century

• Student-centered• Active learning• Multi-age learning communities• Project based and experiential• Students not tied to fixed location

TODAY'S CLASSROOMFLEXIBLE / AGILE / ACTIVE

CENTRAL MIDDEL SCHOOLFLEXIBILITY

COLUMBUS, INDIANA

adaptable

TODAY'S CLASSROOMFLEXIBLE / AGILE / ACTIVE

CENTRAL MIDDEL SCHOOLFLEXIBILITY

COLUMBUS, INDIANA

TODAY'S CLASSROOM

traditionallecture

FLEXIBLE / AGILE / ACTIVE

.

TODAY'S CLASSROOM

seminar


.

TODAY'S CLASSROOM

project teams


.

TODAY'S CLASSROOM

group discussions


215

758

418

598

508

407

CURRENT ENROLLMENT

BURBANK

BARRINGTON

GREENSVIEW

TREMONT

WICKLIFFE

WINDERMERE

1 Source: Upper Arlington Enrollment Projections-(November 2015)

CURRENTSF/STUDENT

177 SF

112 SF

115 SF

133 SF*

100 SF

135 SF

* With planned additions

10 YEARSF/STUDENT

N/A

96 SF

91 SF

106 SF

86 SF

111 SF

10 YEAR PROJECTION

N/A

887

526

749

589

494

1

SQUARE FEET PER STUDENT

701

705

1,816

SQUARE FEET PER STUDENT

HASTINGS

JONES

UAHS

1 Source: Upper Arlington Enrollment Projections-(November 2015)

717

806

1,947

191 SF

186 SF

162 SF

187 SF

162 SF

151 SF

CURRENT ENROLLMENT

CURRENTSF/STUDENT

10 YEARSF/STUDENT

10 YEAR PROJECTION

1

• More robust technology

• PE/Athletics provided for all students (Title IX)

• Increasing recognition of special education students

• Americans With Disabilities Act (ADA)

• Smaller class size

• Increase in programs / classes offered

• Additional pre-kindergarten and full-day kindergarten

• Additional support staff

• Change in concept of food service / cafeterias

• Space for adult and community use

• Project based learning encouraging collaboration

• Flexible furniture

• Flexible space

WHY DO TODAY'S SCHOOLS NEED MORE SPACE?

Source: School Planning & Management (July 2010)

perkinswill.com

BARRINGTON

1939

WINDERMERE

1958

GREENSVIEW

1965

JONES1923

TREMONT

1952WICKLIFFE

1956

HASTINGS1961

BURBANK

1971

UAHS1956

ES MS HSECFACILITY AGEORIGINAL BUILDING

BARRINGTON

2009

WINDERMERE

2000

GREENSVIEW

2009

JONES1997

TREMONT

2015

WICKLIFFE

1997

2001

HASTINGS1978

ES MS HSEC

UAHS1983

BURBANK

N/A

1971

FACILITY AGELAST MAJOR ADDITION

CHRONOLOGY DIAGRAMTREMONT ELEMENTARY SCHOOL

GRADES: K-5

HEIGHT: TWO STORIES

SITE SIZE: 15.00 ACRES

BUILDING SIZE: 56,136 SF

CURRENT NUMBER OF STUDENTS: 598

CURRENT SF/STUDENT: 94 SF

10 YEAR ENROLLMENT PROJECTION: 749

10 YEAR SF/STUDENT: 106 SF

EDUCATIONAL ASSESSMENT SUMMARYTREMONT ELEMENTARY SCHOOL

WITH PLANNED ADDITIONS: 79,596 SF

WITH PLANNED ADDITIONS SF/STUDENT: 133 SF

TREMONT ELEMENTARY SCHOOLMAJOR CHALLENGES

BUILDING:

• LACK OF SECURE ENTRY VESTIBULE (WILL BE

RECTIFIED IN NEW ADDITION)

• SIZE OF CLASSROOMS (EXCEPT THOSE IN NEW

ADDITION)

• SHARED SPACES ARE NOT CENTRALLY ZONED /

TRAVEL TIME

• LACK OF COLLABORATIVE SPACE

• FOOD SERVICE CONFIGURATION INCREASES TIME

TO GET FOOD (WILL BE RECTIFIED IN NEW ADDITION)

• RESOURCE TEACHERS NOT CONVENIENTLY

LOCATED

• NOT ENOUGH STUDENT STORAGE, CONDITION OF

STUDENT STORAGE

SITE:

• LACK OF CLEAR MAIN ENTRY (WILL BE


SITE DIAGRAMTREMONT ELEMENTARY SCHOOL

FUNCTIONAL ZONING ANALYSISTREMONT ELEMENTARY SCHOOL

CIRCULATION ANALYSISTREMONT ELEMENTARY SCHOOL

LENGTH FROM ONE END OF THE BUILDING TO THE OTHER: 720 LINEAR FEET(CURRENT IS 490 LINEAR FEET)

AVERAGE WIDTH OF CORRIDOR:9’-8”

CLASSROOM SIZE ANALYSISTREMONT ELEMENTARY SCHOOL

Administration

Corridor

EntryVestibule

SecuredVisitor Entry

BUILDING SECURITYFACILITY ENTRY - BEST PRACTICES

Visitor Path

Secured Entry

Security Checkpoint

Visibility

Front Door

SECURITY ANALYSISTREMONT ELEMENTARY SCHOOL

Main Entry

SECURITY ANALYSISTREMONT ELEMENTARY SCHOOL

Secure Vestibule

TREMONT ELEMENTARY SCHOOLMAJOR CHALLENGES

BUILDING:

• LACK OF SECURE ENTRY VESTIBULE (WILL BE


• SIZE OF CLASSROOMS (EXCEPT THOSE IN NEW

ADDITION)

• SHARED SPACES ARE NOT CENTRALLY ZONED /

TRAVEL TIME

• LACK OF COLLABORATIVE SPACE

• FOOD SERVICE CONFIGURATION INCREASES TIME

TO GET FOOD (WILL BE RECTIFIED IN NEW ADDITION)

• RESOURCE TEACHERS NOT CONVENIENTLY

LOCATED

• NOT ENOUGH STUDENT STORAGE, CONDITION OF

STUDENT STORAGE

SITE:

• LACK OF CLEAR MAIN ENTRY (WILL BE


OFCC 2014 ASSESSMENTWHAT DOES IT INCLUDE?

State-funded facility assessment conducted by the Ohio Facilities Construction Commission (OFCC)

• Completed November 2014 (one year ago)

• Detailed assessment of building components and systems

• Identifies required replacements and associated costs

• Utilizes OFCC’s Ohio School Design Manual (OSDM) standards as the basis of required replacements and required space to be added(using State-based calculations)

DOES NOT reflect programmatic input from the District

DOES NOT include assessment of outdoor athletics and recreation/playground areas and components

DOES NOT include costs for phasing, general requirements,and swing space during construction

2015 PHYSICAL ASSESSMENTPROCESS WE WENT THROUGH

In-depth review of all 9 buildings and recent reports

Architectural / engineering / costing teamMoody Nolan / Korda / EMH&T / Turner

Assess the condition of major systems and componentsBased on observationsBased on District inputBased on collective expertise

2015 PHYSICAL ASSESSMENTOUR CHARGE

Identify the cost to maintain and repair the buildings for the next 15 years to ensure operation well into the future• Determine the cost to “maintain the status quo through 2030”• Assumes no building additions• Assumes no new learning environments• New systems will last 20-25 years on average

Plumbing and Fixtures

Electrical Systems

Lighting

Finishes and Furnishings

Structure

Doors and Windows

Roofing

Drainage

Site and Athletics

Accessibility, Life Safety

2015 PHYSICAL ASSESSMENTWhat did we look at?

HVAC Systems

TREMONT ELEMENTARY SCHOOLARCHITECTURAL CHARACTER

TREMONT ELEMENTARY SCHOOLFLOOR PLANS

TREMONT ELEMENTARY SCHOOLCHRONOLOGY DIAGRAM

TREMONT ELEMENTARY SCHOOLKEY PHYSICAL ASSESSMENT ISSUES

TREMONT ELEMENTARY SCHOOLSITE AERIAL

Replace boilers, chillers, exhaust fans and controlsSome original 1952, 1953, and 1959 electrical panels, MDP, feeders, and branch

circuits remain that are at end of life and need replacementDomestic and sanitary pipingADA access at classroom entries (i.e. side clearance requirements)Stairwell enclosures where required to meet current codeCasework and finishes in original core of the buildingExterior lightingHazardous material abatementTechnologySite - minor drainage issue in Kindergarten playground

NOTE: Coordinate required repair and replacement work with what is planned in 2016 addition / renovation project.


TREMONT ELEMENTARY SCHOOLSUMMARY: DISTRIBUTION OF REQUIRED INVESTMENT

Building Enclosure

Mechanical and Electrical Systems

Interior Finishes, Furnishings, Technology

Accessibility, Health, Safety

Site and Outdoor Athletics/Recreation

Other Project Related Costs (permits, fees, etc.)

WORK REQUIREDTIMING OF REQUIRED INVESTMENT

0 - 5 YRS 5 -10 YRS 10 - 15 YRS


Building Enclosure






WORK REQUIRED - NOWTIMING OF REQUIRED INVESTMENT

0 - 5 YRS 5 -10 YRS 10 - 15 YRS


Building Enclosure






WORK REQUIRED - SOONTIMING OF REQUIRED INVESTMENT

0 - 5 YRS 5 -10 YRS 10 - 15 YRS


Building Enclosure






WORK REQUIRED - LATERTIMING OF REQUIRED INVESTMENT

0 - 5 YRS 5 -10 YRS 10 - 15 YRS


Building Enclosure

4%


48%


17%Accessibility, Health,

Safety

12%Site and Outdoor Athletics/Recreation

3%

Other Project Related Costs

15%

Building Enclosure






DISTRIBUTION OF WORK REQUIRED

Principal



AgendaWelcome











District




1. Is there anything about the assessments that surprised you?

2. Based on what we’ve learned so far, where is the current facility in alignment with the guiding principles and where is it not?

BUILDING TEAM CONVERSATION

Principal



AgendaWelcome











District




How Are Facility Projects Funded?

Common practice throughout the Ohio is issuing bonds

District has issued bonds in the past Last bond issuance – approximately 20 years ago

Bonds are similar to home mortgages

Allows district to spread cost over a period of years

Bond Issue

Requires approval (vote) of tax payers

Pay-back period up to 38 years

Interest rate is impacted by bond rating• Bond rating is similar to credit rating• Upper Arlington’s Standard and Poor’s (S&P) –

AAA bond rating – best possible• Key factors: community support and financial

planning

Bond Example

A district issues bonds in the amount of $100,000,000 for a facility project and plans to pay them off over 38 years with a 5% interest rate.

Using our current property valuation, with the above variables:

Approximate millage for project would be 3 mills NOT 100 mills as someone may assume

This is an example to illustrate millage related to bonds. Amounts were chosen for simplicity and are not related to any specific project. Millage is impacted by valuation changes, interest rate at time of issuance, and duration of pay back period.

Principal



AgendaWelcome











District





Building Enclosure

4%


48%


17%Accessibility, Health,

Safety

12%Site and Outdoor Athletics/Recreation

3%


15%

Building Enclosure






DISTRIBUTION OF WORK REQUIRED


Building Enclosure

$432,000


$4,728,000


$1,701,000


$1,166,000Site and Outdoor

Athletics/Recreation

$304,000


$1,499,000

Building Enclosure






COST OF WORK REQUIRED = $9,830,000

TREMONT ELEMENTARY SCHOOLCOST SUMMARY - SHORT

Other Project Related Costs include: Land survey, soil borings/Phase I Environmental Site Assessment, agency approval fees (building code), construction testing, printing of bid documents, advertising for bids, builders risk insurance, bond fees, design professionals compensation, CM compensation, commissioning and maintenance plan advisor, and Other Project Related Costs contingency.

TREMONT ELEMENTARY SCHOOLCOST SUMMARY - LONG

COST DETAIL EXAMPLE

TREMONT ELEMENTARY SCHOOLGENERAL REQUIREMENTS AND CONTINGENCIES

Owner / Design / Estimating ContingencyConstruction ContingencyPhasing & Swing Space CostsGeneral Requirements

Principal



AgendaWelcome











District




1. What is your reaction to the financial information?

2. What are your expectations or desires for the options phase?

BUILDING TEAM CONVERSATION

Principal



AgendaWelcome











District




Affirm

Guiding

Principles

Present

Facilities

Analysis

Findings

Evaluate

Master

Plan

Options

Evaluate

Revised

Master

Plan

Options


SEPT 9+10 NOV 18+19 FEB 23+24 APR 19+20

Review

Financials

CES 5

TBD 2017

BTM 1

BTM 2

BT SUMMIT

BTM 3

SEP 29–OCT 1

NOV 10-12

DEC 3

JAN 12-14

BTM 4MAR 15-17

WHAT'S NEXT?

Affirm

Guiding

Principles

Present

Facilities

Analysis

Findings

Evaluate

Master

Plan

Options

Evaluate

Revised

Master

Plan

Options


SEPT 9+10 NOV 18+19 FEB 23+24 APR 19+20

Review

Financials

CES 5

TBD 2017

BTM 1

BTM 2

BT SUMMIT

BTM 3

SEP 29–OCT 1

NOV 10-12

DEC 3

JAN 12-14

BTM 4MAR 15-17

at UA High School7:00 - 8:30PM

WHAT'S NEXT?

upper arlington schools

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