So Oregon Facility Funding Regional Workshop September 2013
Mar 26, 2015
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
www.CISForegon.org
School Districts Individual or Organization
Facility Funding Priorities
• Fire Life Safety
• Energy Savings
• Impact on Achievement– Lighting– Noise– Air Quality
Lighting Research Shows…
“Students with limited classroomdaylight were outperformed by thosewith 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 speechintelligibility rating of 75% or less. The
ability to focus on speech does not matureuntil ages 13-15. In order for children to
correctly interpret the spoken word, theyneed to hear sounds clearly”
Air Quality Research Shows…
“Students and faculty typically spend 85%to 90% of their time indoors, and theconcentration of pollutants indoors is
typically higher than outdoors, sometimesby as much as 10 or even 100 times”
My School: My Health: My Achievement
Energy Efficiency and Conservation Block GrantEnergy Efficiency and Conservation Block Grant
Community Development Block GrantCommunity Development Block Grant
• Encourages energy efficiency among cities and counties
• Encourages energy efficiency among cities and counties
• Annual grant program (via HUD) to support development needs
• Annual grant program (via HUD) to support development needs
• School grants include playground improvements, parking projects, and social service center upgrades
• School grants include playground improvements, parking projects, and social service center upgrades
State Energy Program - Oregon Dept. of EnergyState Energy Program - Oregon Dept. of Energy
State facility funds typically come from sources available to all public agenciesState facility funds typically come from sources available to all public agencies
Transportation and Growth Management- Oregon Dept. of Transportation
Transportation and Growth Management- Oregon Dept. of Transportation
Cool Schools - Oregon Dept. of EnergyCool Schools - Oregon Dept. of Energy
Safe Routes to School - Oregon Dept. of TransportationSafe Routes to School - Oregon Dept. of Transportation
• Annual grant from the U.S. Dept. of Justice’s Community Oriented Policing Services (COPS) office
• Annual grant from the U.S. Dept. of Justice’s Community Oriented Policing Services (COPS) office
• A partnership with the local police department allowed the district to apply
• A partnership with the local police department allowed the district to apply
Secure Our SchoolsSecure Our Schools
Fix America’s Schools Today (FAST)Fix America’s Schools Today (FAST)
• Proposed legislation that would fund the repair of public schools
• Proposed legislation that would fund the repair of public schools
• A minimum 50 percent cash match is required• A minimum 50 percent cash match is required
Qualified Zone Academy Bonds (U.S. Department of Education) 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)
• 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)Tax Increment Financing (TIF)
• School districts can partner with their local government to set up an Urban Renewal Area to capture TIF funding
• 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•Administrative 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
www.cisforegon.org
Springfield SD Case Study
• Elementary School upgrade for under $750,000 addressed --
–Capital maintenance–Security–Technology–Architect added visual guides
www.CISForegon.org
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.orgcisforegon.orgFor more information, visit: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 500Portland, Oregon 97205
503-223-4476
www.CISFOregon.org