So Oregon Facility Funding Regional Workshop September 2013

Regional Workshop Purpose Provide immediately usable facility info Start planning for next budget & construction season Set regional priorities & basis for collaboration Establish regional support for facilities beyond the district & next bond

Mission

The Center exists to -- Establish State funding & technical assistance for Oregon by 2015 Meanwhile provide volunteers to assist districts with finding facility funding, financing and savings

School DistrictsIndividual or Organization

Facility Funding Priorities Fire Life Safety Energy Savings Impact on Achievement – Lighting – Noise – Air Quality

Lighting Research Shows… Students with limited classroom daylight were outperformed by those with the most natural light by 20% in math and 26% on reading tests

Noise Research Shows… Distracting noise comes from…heating systems, plumbing, the room next door, the street outside… Many classrooms features a speech intelligibility rating of 75% or less. The ability to focus on speech does not mature until ages In order for children to correctly interpret the spoken word, they need to hear sounds clearly

Air Quality Research Shows… Students and faculty typically spend 85% to 90% of their time indoors, and the concentration of pollutants indoors is typically higher than outdoors, sometimes by as much as 10 or even 100 times

My School: My Health: My Achievement

Energy Efficiency and Conservation Block Grant Community Development Block Grant Encourages energy efficiency among cities and counties Annual grant program (via HUD) to support development needs School grants include playground improvements, parking projects, and social service center upgrades

State Energy Program - Oregon Dept. of Energy State facility funds typically come from sources available to all public agencies Transportation and Growth Management - Oregon Dept. of Transportation Cool Schools - Oregon Dept. of Energy Safe Routes to School - Oregon Dept. of Transportation

Annual grant from the U.S. Dept. of Justices Community Oriented Policing Services (COPS) office A partnership with the local police department allowed the district to apply Secure Our Schools Fix Americas Schools Today (FAST) Proposed legislation that would fund the repair of public schools A minimum 50 percent cash match is required

Qualified Zone Academy Bonds (U.S. Department of Education) QZAB funding is allocated to each state for distribution QZAB funding is allocated to each state for distribution QZAB funds are for renovations, repairs and other improvements (no new construction) Interest is covered by the federal government as a tax credit

Tax Increment Financing (TIF) School districts can partner with their local government to set up an Urban Renewal Area to capture TIF funding Important requirements of TIF spending include: Blight must be demonstrated in the URA No more than 25 percent of the city may be included in the URA Tax Increment Generators must be in the URA TIF dollars must be spent within the URA TIF dollars must be spent on bricks and mortar projects Important requirements of TIF spending include: Blight must be demonstrated in the URA No more than 25 percent of the city may be included in the URA Tax Increment Generators must be in the URA TIF dollars must be spent within the URA TIF dollars must be spent on bricks and mortar projects Community Chest Proceed immediately to Go and collect TIF funding.

Case Studies

Re-use as Senior Living Adaptive re- use of existing structure Classroom sizes are adequate for 1 bedroom units Administrativ e space is easily adapted for care providers use Kitchens can be improved for additional food service requirements Gymnasiums can be utilized as recreation and common areas

Questions How do we go about determining which properties may be surplus? Are there any regulations regarding how we can sell property? Is there a market for old schools? What can obsolete schools be used as?

Questions How do you handle the sale of surplus land if it still has bonded debt on it? Timing an asset sale. Issues in selling versus holding an excess asset? Timeline of the sale of a school in various locations (commercial vs. residential zones)? Do you have recommendations for firms that evaluate district real estate assets for – sale?- costs & timing of such studies?

Community Medical Center Adaptive re-use of existing structure Many existing spaces were utilized without need for structural modification Multi-tenant opportunities: Health Club Chiropractor Wellness Center Clinic Dental Clinic Nutrition Clinic

Springfield SD Case Study Elementary School upgrade for under $750,000 addressed -- – Capital maintenance – Security – Technology – Architect added visual guides

Legislative Agenda

Regional Facility Specialists 5 Regions: Southern, Central, Eastern, Metro Area, Valley & Central/North Coast What: Pre –> Planning, Design, Bond, Procurement, Construction, Disposition etc. How: SD asks for issue assistance; CISF authorizes hours (pro bono to flat $50/hr) ; SD selects from vetted Regional Specialists Vetting: Specialist applies; CISF reviews; Specialist signs conduct agreement

Regional Specialists Funding -- Design & Construction -- Planning & Ops -- Partnerships -- Architecture & Engineering -- Facilities Assessment -- Energy Services – Construction -- Insurance -- Bonds, Loans & Auditing – Electrical -- Performance Contracting -- Grants/Writing– Interiors – Planning -- Historic Preservation -- Mechanical & Plumbing -- Real Estate -- Legal -- Project Management -- Safety & Security -- Public Campaigns – Specialties – Technology -- Credits & Incentives -- Sustainability -- Transportation

cisforegon.org For more information, visit:

Center Thanks Multi-Year Supporters Interface Engineering Miller Nash P & C Construction Schwabe Williamson & Wyatt General Sheet Metal Apollo Solutions Alliant Systems Hydro-Temp Mechanical Johnson Controls McKinstry

610 SW Alder St., Suite 500 Portland, Oregon