Barnesville Public Schools Proposed Building Program

Transcription

1 May 6, 2016 Proposal for Submitted to: Commissioner Dr. Brenda Cassellius Minnesota Department of Education Barnesville Public Schools Proposed Building Program Barnesville Public School District Independent School District No rd St. SE Barnesville, Minnesota Telephone: (218) Scott Loeslie Superintendent

2

3 TABLE OF CONTENTS Introduction 1. Geographic Area / Population Data 2. Existing School Facilities / Space and Service Alternatives 3. Facility Deficiencies / Anticipated Need / Benefits 4. Description of Project a. Site b. Building Program c. Floor Plans d. Cost Summary Analysis e. Schedule 5. Financing 6. Documentation Appendix 1 Property Tax Impact Analysis

4 INTRODUCTION The Board of Education of Barnesville Public Schools, after careful study, has decided to implement a facility program in the district consisting of upgrades to the existing Elementary School and High School facilities in Barnesville. The Board s decision was made in order to maintain a quality educational space into the future. Facility Improvements: Bond Referendum $35,190,000 LTFM Funds $2,250,000 High School Building: Demolition of existing 1936 and 1955 buildings Addition, including new Gymnasium, Auditorium, Locker Rooms, Music Suite, Dining/Commons and Kitchen. Addition for Industrial Tech. Science Lab renovation Deferred maintenance upgrades, including new fire sprinkler system, roof replacement, HVAC upgrades, accessibility, life-safety and finish improvements. Elementary School Building: Classroom and Gymnasium addition. Deferred maintenance upgrades, including new fire sprinkler system, roof replacement, HVAC upgrades, accessibility, life-safety and finish improvements. Referendum Date: August 9th, 2016 Funding: General Obligation Bonds Completion: August 2018 Elementary School December 2018 High School Architect: Construction Manager: Fiscal Consultant: Wendel R.A. Morton Ehlers The District has explored various alternatives and combinations of construction and remodeling. The information presented in this text clearly documents the need for this building program. Particular thanks are due to the Barnesville Public Schools Board of Education and its Facilities and Task Force for their participation of this educational facility analysis and planning study, and the resulting facilities proposal.

5 Barnesville Public Schools 1. GEOGRAPHIC AREA / POPULATION DATA The Barnesville Public School District is located in Clay, Otter Tail and Wilkin Counties, 145 miles northwest of Saint Cloud, Minnesota. School Districts adjacent to Barnesveille are Moorhead, Dilworth-Glyndon-Felton, and Hawley to the north, Pelican Rapids to the east, and Rothsay and Breckenridge to the south. The school district is approximately 344 square miles in area. The Barnesville Public School District currently operates an Elementary School and High School in Barnesville. The school district offices are housed in the High School building. The proposed building projects at Barnesville are predominantly to accommodate the educational needs of the school district, as well as to improve security and accessibility.

6 1. GEOGRAPHIC AREA / POPULATION DATA continued Barnesville Public Schools A. Table 1 depicts actual K-12 enrollment patterns for the Barnesville Public School District between , as provided by the School District. Table 1: Actual Past Enrollment / CURRENT K Total K

7 B. Table 2 depicts enrollment projections for the Barnesville Public School District through , as provided by the School District. The incoming kindergarten enrollments are actual student counts. Table 2: Enrollment Projections CURRENT K Total K

8 2. EXISTING SCHOOL FACILITIES / SPACE AND SERVICE ALTERNATIVES The Barnesville Public School District currently operates two facilities: a K-5 Elementary School, and a 6-12 High School located in Barnesville, MN Current K 5 Elementary School Building Ages: 1955, 1968, 1989 Building Areas: Elementary Main Level 56,600 SF Elementary Media Mezzanine 1,300 SF Total Building Area 57,900 SF Current 6-12 Junior/Senior High School Building Ages: 1936, 1955, 1968, 1989 Building Areas: Main Level 93,100 SF Second Level 4,500 SF Third Level 3,400 SF Total Building Area 101,000 SF

9 3. FACILITY DEFICIENCIES / ANTICIPATED NEEDS / BENEFITS Wendel Architecture has performed a comprehensive study of the district s two buildings. Both buildings are in need of educational upgrades as well as deferred maintenance improvements. Atkinson Elementary School a. The following are recognized as deficiencies of the existing school facilities th grade located in High School building due to lack of available space. 2. Pre-School program located in High School building due to lack of available space. (Only one room available in High School; no windows, no toilet.) 3. Gym space at capacity. No space available for other indoor activities. 4. Shortage of Special Needs spaces. 5. Administration location does not allow good supervision of main entry; building is difficult to secure. 6. Shortage of toilet rooms, lack of accessibility. 7. Most areas do not meet current IAQ standards. 8. No fire sprinkler system. 9. All roofs are 25+ years old and need replacement. 10. Miscellaneous accessibility, life-safety and deferred maintenance upgrades are needed. b. Benefits of proposed facility improvement for the Elementary School include: 1. Additions will allow adequate space for classrooms, pre-school programs and Special Needs spaces. 2. New Gym will provide physical education space for new grade levels and other indoor activities. 3. New administration area will be located adjacent to new main entry, greatly improving security and supervision. 4. Toilets will be added and existing toilets upgraded for accessibility and appearance. 5. Entire building will be reroofed. 6. New HVAC system will provide adequate fresh air.

10 7. New fire sprinkler system will improve life-safety. 8. Other upgrades will make the building compliant for accessibility and life-safety issues. c. Deficiencies that are not addressed by the proposed facility improvement program: 1. None. Barnesville High School a. The following are recognized as deficiencies of the existing High School facility and 1955 buildings are not compliant for several accessibility, life-safety and IAQ issues and 1955 buildings are in need of several deferred maintenance upgrades. 3. Kitchen facilities are inadequate to serve desired menu options. 4. Auditorium/Gym/Lunchroom shares 3 functions, making it inadequate for all Science labs are outdated and equipment is not adequate for teaching desired curriculum. 6. Music spaces not adequate, not accessible. 7. Industrial Tech area is not laid out well. 8. Several areas do not meet current IAQ standards. 9. Limited fire sprinkler system. 10. All roofs are 25+ years old and need replacement. 11. Miscellaneous accessibility and deferred maintenance upgrades are needed. b. Benefits of proposed facility improvement project for the High School include: 1. Demolition of 1936 and 1955 buildings eliminates the need for significant upgrades needed to meet educational, accessibility, life-safety and deferred maintenance needs. 2. New Gym provides adequate, dedicated space for physical education and activities.

11 3. New kitchen and Dining Commons provides space for lunch as well as gathering for Gym, Auditorium, and other events. 4. New auditorium provides dedicated space for concerts, plays, musicals, assemblies and other events, as well as enhanced opportunities for music, drama and other educational uses. 5. Renovated Science Labs will be laid out and equipped for current educational needs. 6. Entire building will be re-roofed. 7. HVAC upgrades will provide adequate fresh air. 8. New fire sprinkler system will improve life-safety. 9. Other upgrades will make the building compliant for accessibility and life-safety issues. a. Deficiencies that are not addressed by the proposed facility improvement program: 1. None.

12 4. DESCRIPTION OF PROJECT A. Barnesville Public Schools Sites Barnesville Schools currently operates two sites, Atkinson Elementary School and Barnesville High School, which are one block apart. The Elementary site is approximately 17.5 acres, and includes the district s athletic fields. The current High School site is approximately 5 acres. In anticipation of the proposed project, the district has acquired all but one lot on the block separating the Elementary School and High School. With the vacation of the street, this would add approximately 2.5 acres to the High School site, providing adequate space for the building addition. Additionally, the school leases fields at Reed Park (baseball), Blue Eagle Park (softball), and Clay County Fairgrounds (football and golf practice). All of these spaces are within ¾ mile of the High School. B. Barnesville Public Schools Building Programs a) Florence Atkinson K-5 Elementary School Site i. New Construction Classrooms Flex/Commons Administration Special Education Toilets Gymnasium Storage 11,035 SF 2,965 SF 2,290 SF 540 SF 1,065 SF 6,000 SF 935 SF ii. Remodeling Music Special Ed Toilets Net Area Net/Gross Factor 0.18 Total Area of Addition Total Area of Remodeling (net/gross factor included) 24,830 SF 5,340 SF 30,170 SF 1,260 SF 1,125 SF 945 SF 3,330 SF

13 b) Barnesville 6-12 Junior/High School Site i. New Construction Gymnasium Locker Rooms Wrestling Auditorium Music Commons Kitchen Concessions Shop Agriculture Toilets Mechanical/Custodial 12,586 SF 4,037 SF 2,684 SF 10,491 SF 5,778 SF 6,618 SF 3,585 SF 961 SF 6,687 SF 1,288 SF 2,293 SF 1,729 SF Net Area 58,737 Net/Gross Factor ,639 SF Total Area of Addition 67,376 SF ii. Remodeling Science Special Ed Health Total Area of Remodeling (net/gross factor included) 3,458 SF 2,023 SF 1,605 SF 7,086 SF

14 4. DESCRIPTION OF PROJECT continued C. Barnesville Public Schools Site Plans and Floor Plans

15 1936, 1955 BUILDINGS TO BE DEMOLISHED FUTURE EXPANSION ME. CU. TOILETS SHOP AG T T C SP. ED. SCI SP. ED. HEALTH 4836 SF SP. ED. LOCKER STOR KITCHEN GYMNASIUM C T TOILETS LOCKER T WRESTLING KINDERGARTEN / PRESCHOOL COMMONS FLEX / COMMONS MUS. ADMIN AUDITORIUM MUSIC GYMNASIUM PARKING (32,000 SF) 67,330 SF ADDITION 30,600 SF ADDITION 8,050 SF REMODEL 3,600 SF BARNESVILLE SCHOOLS REMODEL Proj. No.: Date: CONCEPT B /21/16 Ref. DWG.: Sheet No.: B8

16 BARNESVILLE PUBLIC SCHOOLS BUDGET - REVIEW AND COMMENT - OPTION B8 E L E M E N T A R Y S C H O O L Work Descriptive S.F. Hard Cost/SF Total Hard Costs Bond Budget LTFM Budget ELEMENTARY SCHOOL 88,500 $ $ 10,758,508 $ 10,082,689 $ 675,819 MAINTENANCE 57,900 $ $ 4,594,508 $ 3,918,689 $ 675,819 Building Exterior Repair - Windows/Doors/Brick $ 443,675 $ 443,675 Building Interior Updates - Ceilings/Counters/Doors/Bathrooms $ 660,600 $ 660,600 Mechanical/Electrical Updates and Controls 57,900 $ 46 $ 2,662,900 $ 2,662,900 Fire Sprinkle Remainder of Building 48,000 $ 3 $ 151,514 $ 151,514 ReRoofing , 1968, ,600 $ 12 $ 675,819 $ 675,819 ADDITIONS 30,600 $ $ 5,508,000 $ 5,508,000 $ - Classroom/Commons Addition 24,000 $ 180 $ 4,320,000 $ 4,320,000 Gymnasium Addition 6,600 $ 180 $ 1,188,000 $ 1,188,000 REMODEL 3,600 $ $ 432,000 $ 432,000 $ - Remodel - Heavy 3,600 $ 120 $ 432,000 $ 432,000 PARKING / SITE 32,000 $ 7.00 $ 224,000 $ 224,000 $ - Parking 32,000 $ 7 $ 224,000 $ 224,000 A&E Fees 7.20% $ 774,613 $ 725,954 $ 48,659 CM Fees 3.00% $ 322,755 $ 302,481 $ 20,275 Misc. Owner Expenses 1.80% $ 193,653 $ 181,488 $ 12,165 FF&E / Design Contingency 5.00% $ 537,925 $ 504,134 $ 33,791 Construction Contingency 10.00% $ 1,075,851 $ 1,008,269 $ 67,582 TOTAL SOFT COSTS $ 2,904,797 $ 2,722,326 $ 182,471 TOTAL ELEMENTARY PROJECT BUDGET $ 13,663,305 $ 12,805,016 $ 858,290 H I G H S C H O O L Work Descriptive S.F. Hard Cost/SF Total Hard Costs Bond Budget LTFM Budget HIGH SCHOOL 140,630 $ $ 18,538,165 $ 17,442,330 $ 1,095,835 $ - MAINTENANCE 73,300 $ $ 4,128,865 $ 3,033,030 $ 1,095,835 Building Exterior Repair - Windows/Doors/Brick $ 172,830 $ 172,830 Building Interior Updates - Ceilings/Counters/Doors/Bathrooms $ 627,900 $ 627,900 Mechanical/Electrical Updates and Controls 73,300 $ 30 $ 2,232,300 $ 2,232,300 Fire Sprinkle Remainder of Building 73,300 $ 3 $ 219,900 $ 219,900 ReRoofing , ,300 $ 12 $ 875,935 $ 875,935 $ - ADDITIONS 67,330 $ $ 12,663,300 $ 12,663,300 $ - Buidling Demolition 27,700 $ 7 $ 193,900 $ 193,900 Additions 44,253 $ 180 $ 7,965,540 $ 7,965,540 Gymnasium 12,586 $ 180 $ 2,265,480 $ 2,265,480 Auditorium 10,491 $ 180 $ 1,888,380 $ 1,888,380 Food Service Equipment 1 $ 350,000 $ 350,000 $ 350,000 $ - REMODEL 18,050 $ $ 1,466,000 $ 1,466,000 $ - Remodel - Heavy 8,050 $ 120 $ 966,000 $ 966,000 Remodel - Light 10,000 $ 50 $ 500,000 $ 500,000 $ - PARKING / SITE 40,000 $ 7.00 $ 280,000 $ 280,000 $ - Parking 40,000 $ 7 $ 280,000 $ 280,000 Work Descriptive A&E Fees 7.20% $ 1,334,748 $ 1,255,848 $ 78,900 CM Fees 3.00% $ 556,145 $ 523,270 $ 32,875 Misc. Owner Expenses 1.80% $ 333,687 $ 313,962 $ 19,725 FF&E / Design Contingency 5.00% $ 926,908 $ 872,116 $ 54,792 Construction Contingency 10.00% $ 1,853,816 $ 1,744,233 $ 109,584 TOTAL SOFT COSTS $ 5,005,305 $ 4,709,429 $ 295,875 TOTAL HIGH SCHOOL PROJECT BUDGET $ 23,543,470 $ 22,151,759 $ 1,391,710 TOTAL PROJECT BUDGET TOTAL BOND BUDGET TOTAL LTFM BUDGET TOTAL ELEMENTARY AND HIGH SCHOOL $ 37,206,775 $ 34,956,775 $ 2,250,000

17 4. DESCRIPTION OF PROJECT continued E. Schedule The following is a preliminary schedule for the planning, design and construction process for Barnesville Public Schools District: Referendum Date Elementary School: August 2016 Jan /Feb 2017 February/March 2017 Spring 2017 August 2018 August 2018 High School: August 2016 April 2017 May/June 2017 August 2017 December 2018 December 2018 August 9, 2016 Design/Construction Document preparation Bidding Elementary School Construction Elementary School Completion Design/Construction Document preparation Bidding High School Construction High School Completion 5. FINANCING The Barnesville Public Schools building program will be financed through the sale of General Obligation Bonds pending a successful referendum on August 9, The total amount of G.O. Bonds sold will be $35,190, and $2,250, will be raised through LTFM funds. Refer to Appendix 1 for financing information and tax impact statement from Ehlers who will be providing all the financial impact and preparation work.

18

19 APPENDIX 1 PROPERTY TAX IMPACT ANALYSIS The following Property Tax Impact Analysis was prepared by Ehlers for the Barnesville Public Schools project.

20 PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT Barnesville Public Schools No. 146 Sources and Uses for Possible Construction Project August 2016 Election General Obligation School Building Bonds April 27, 2016 Bond Amount $35,190,000 Number of Years 20 Dated 11/1/2016 Sources of Funds Par Amount $35,190,000 Estimated Investment Earnings * 69,790 Total Sources $35,259,790 Uses of Funds Allowance for Discount Bidding $175,950 Legal and Fiscal Costs # 119,040 Net Available for Project Costs 34,964,800 Total Uses $35,259,790 * # Estimated investment earnings are based on an average interest rate of 0.2% and an average life of 12 months. Includes fees for financial advisor, bond counsel, rating agency, paying agent and county certificates. Sources Uses 16 RC

21 Totals ,190,000 16,012,594 (1,768,276) 51,994,447 51,994,447-51,994,447 April 27, 2016 Debt Plan 16 RC PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT Barnesville Public Schools No. 146 Estimated Payments and Tax Levies for Existing Debt and Proposed New Debt $35,190,000 Building Bond August 2016 Election 20 years Principal Amount: Dated Date: Avg. Interest Rate: $35,190,000 11/1/ % Levy Existing Commitments Proposed New Debt Combined Totals Tax Capa- Pay. Fiscal city Value 1 Init Debt Levy 2 Debt Net Tax Add'l. Debt Adjusted Adjusted State Net Tax Year Year ($000s) Bldg Bonds Excess 4 Levy Rate Principal Interest Excess 4 Levy 3 Debt Levy 3 Debt Aid Levy Rate , % , % , % ,000 1,649,531-2,598,258 2,598,258-2,598, , % ,190,000 1,288,688-2,602,622 2,602,622-2,602, , % ,230,000 1,244,063-2,597,766 2,597,766-2,597, , % ,375,000 1,197,938 (103,911) 2,597,674 2,597,674-2,597, , % ,430,000 1,146,375 (103,907) 2,601,287 2,601,287-2,601, , % ,485,000 1,092,750 (104,051) 2,602,586 2,602,586-2,602, , % ,540,000 1,037,063 (104,103) 2,601,812 2,601,812-2,601, , % ,595, ,313 (104,072) 2,598,956 2,598,956-2,598, , % ,655, ,500 (103,958) 2,599,267 2,599,267-2,599, , % ,720, ,438 (103,971) 2,602,339 2,602,339-2,602, , % ,780, ,938 (104,094) 2,597,491 2,597,491-2,597, , % ,850, ,188 (103,900) 2,601,097 2,601,097-2,601, , % ,920, ,813 (104,044) 2,601,609 2,601,609-2,601, , % ,990, ,813 (104,064) 2,599,489 2,599,489-2,599, , % ,065, ,188 (103,980) 2,599,967 2,599,967-2,599, , % ,145, ,750 (103,999) 2,602,639 2,602,639-2,602, , % ,225, ,313 (104,106) 2,602,073 2,602,073-2,602, , % ,305, ,875 (104,083) 2,598,486 2,598,486-2,598, , % ,395, ,438 (103,939) 2,602,370 2,602,370-2,602, , % ,470,000 92,625 (104,095) 2,586,661 2,586,661-2,586, , % The estimated tax capacity value for taxes payable in 2015 is the final value and for taxes payable in 2016 is the preliminary estimate from the MN DOR. Estimates for later years are based on annual percentage changes shown above. 2 Initial debt service levies are set at 105 percent of the principal and interest payments during the next fiscal year. 3 The adjusted debt levy is the initial debt service levy less the debt excess adjustment. 4 Debt excess adjustments are estimated as 4% of the prior year's initial debt levy.

22 Estimated Tax Rate Debt Plan 16 RC PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT Barnesville Public Schools No. 146 Estimated Tax Rates for Capital and Debt Service Levies Existing Commitments and Proposed New Debt $35,190,000 Building Bond August 2016 Election 20 years Date Prepared: April 27, Proposed New Debt Existing Commitments Year Taxes are Payable

23 PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT Barnesville Public Schools No. 146 April 27, 2016 Analysis of Tax Impact for Potential Bond Issue August 2016 Election Bond Issue Amount $35,190,000 Number of Years 20 Estimated Debt Service Rate Payable in 2017, With Proposed Bond Issue 29.50% (Includes Principal & Interest Payments) Estimated Estimated Annual Tax Type of Property Market Value $50,000 Increase * $89 75, , , Residential 150, Homestead 175, , , , ,000 1,176 $50,000 $221 Commercial/ 100, Industrial 250,000 1, ,000 2,729 1,000,000 5,679 $500,000 $802 Agricultural 1,000,000 1,539 Homestead ** 1,500,000 2,277 3,000,000 5,610 $2,000 $5.90 Agricultural 3, Non-Homestead 4, (dollars per acre) 5, , * The figures in the table are based on school district taxes for bonded debt only, and do not include tax levies for other purposes. Tax increases shown above are gross increases, not including the impact of the state Property Tax Refund ("Circuit Breaker") program. Many owners of homestead property will qualify for a refund, based on their income and total property taxes. This will decrease the net effect of the proposed bond issue for many property owners. ** For agricultural homestead property, a value of $100,000 was assumed for the house, garage and one acre. Tax Impact 16 RC