2015 referendum district wide additions & renovations ...€¦ · isd #273 – edina public...

$: 2015 Referendum District Wide Additions & Renovations ...€¦ · ISD #273 – Edina Public Schools 2015 Referendum Projects Review and Comment Submittal January 26, 2015 S:\ISD273\Planning\2014$
Edina Public Schools

Independent School District #273

2015 Referendum

District Wide

Additions & Renovations

REVIEW

AND

COMMENT

SUBMITTAL

Presented to:

Minnesota Department of Education

January 26, 2015

ISD #273 – Edina Public Schools 2015 Referendum Projects

Review and Comment Submittal January 26, 2015

S:\ISD273\Planning\2014 Planning\Review & Comment\ISD 273 R&C 2015.doc Commission No. 9999

TABLE OF CONTENTS

Page

Introduction / Key Information 1

___ 1. Geographic Area and Population to be Served 2

a) PK-12 Enrollment History

b) PK-12 Enrollment Projections

___ 2. List of Existing Facilities 4

a) Description of Existing Facilities

b) Utilization / Uses

c) Available Alternate Facilities

___ 3. Specific Deficiencies of the School Facilities 16

a) Demonstrating Need

b) Process Used to Determine Deficiencies

c) List of How Deficiencies will be Addresses

d) Specific Benefits to Students, Teachers and Community

___ 4. Description of Proposed Projects 23

a) Site and Outdoor Acreage

b) Square Footage Allocations

c) Estimated Expenditures

d) Schedule

___ 5. Financing the Project 44

a) Applicable Statutory Citations

b) Scheduled Date and Required Notice

c) Schedule of Bond Payments

d) Property Tax Input

___ 6. Obligating Documents 49

a) Governing Municipal Contracts

b) Sustainable Design

c) Commissioning

d) Acoustical Performance

e) State Fire Code

f) Building Codes

g) Consultation with Local Governments on Infrastructure



S:\ISD273\Planning\2014 Planning\Review & Comment\ISD 273 R&C 2015.doc 1 Commission No. 9999

In accordance with Minnesota Statute 123B.71 (2000), the School Board submits the following educational facility

proposal for Review and Comment. The projects presented are the result of extensive District review of facility conditions,

capacity of buildings compared to enrollment projections, and program initiatives and equity within the District. The

specific information is as follows:

Key Information:

Address: Independent School District #273

Edina Public Schools

5701 Normandale Road

Edina, MN 55424

Contact: Dr. Ric Dressen, Superintendent of Schools

[email protected]

Phone: (952) 848-3900

Fax: (952) 848-3901

School Board Randy Meyer, Chair

Lenny Wallen-Friedman, Vice Chair

Regina Neville, Clerk

Cathy Cella, Treasurer

Sarah Patzloff, Assistant Treasurer

David Goldstein, Assistant Clerk

Lisa O’Brien, Assistant Clerk

Financing: $ 124,900,000 General Obligation Bonds

Architect/Engineer Wold Architects and Engineers

305 St. Peter Street

St. Paul, Minnesota 55102

Contact: Vaughn Dierks, AIA

[email protected]

Phone: (651) 227-7773

Fax: (651) 223-5646

Fiscal Consultant: Ehlers

3060 Centre Pointe Drive

Roseville, MN 55113-1105

Contact: Joel Sutter

Phone: (651) 697-8572

Fax: (651) 697-8555

mailto:[email protected]




1. The Geographic Area and Population to be Served

a. Preschool Through Grade 12 Student Enrollments for the Past Five Years,

b. Current Year Student Enrollment and Student Enrollment Projections for the Next Five Years.

Geographic Area to be Served:

As of October 1 of the 2014-15 school year, the student enrollment was 8,442 students in programs from

Kindergarten through 12 th grade. These students are utilizing six active elementary schools, two middle school

program buildings, one high school, and the Edina Community Center (ECC) for early childhood, special education

and District Offices and programs.

Map of ISD #273




Neighboring School Districts with contiguous borders include

SSD # 1 Minneapolis

ISD # 270 Hopkins

ISD # 271 Bloomington

ISD # 272 Eden Prairie

ISD # 280 Richfield

ISD # 283 St. Louis Park

Since this referendum includes work at every facility in the District, the population to be served by this project

are the students, associated school district staff and community throughout the entire District boundary.

K-12 student population in the Edina Public Schools has grown from 7,871 students in the 2008-09 school

year to a current enrollment of 8,442 in the 2014-15 school year. Projections increase that enrollment to

8,620 by the 2019-20 school year.

The current state of the Edina area shows construction on home permits continue, supporting the enrollment

projections for the District.

K-12 Enrollments Past Five Years, Current Enrollment, and Projections




2. A List of Existing School Facilities

a. by year constructed,

b. their uses, and

c. an assessment of the extent to which alternate facilities are available within the school district boundaries and

in adjacent school districts.

Description of Existing Facilities/Utilization

The Edina Public School District is currently operating six (6) active elementary school facilities, two (2) full middle

school facilities, and one (1) high school facility. They also operate the Edina Community Center [ECC] and the

Transportation Bus Garage.

Elementary

Schools

Grade

Org.

10/1/2014 Student

Enrollment

Original

Building

Additions Site Size in

Acres

Adjacent

Public Acres

Building

Area SF

Concord Elementary K - 5 736 1950 1952,

2004

9.78 0 80,240

Cornelia Elementary K - 5 585 1962 2004 20.53 6.208 68,678

Countryside

Elementary

K - 5 600 1965 NA 13.38 11.686 67,996

Creek Valley

Elementary

K - 5 590 1968 NA 13.38 20.476 77,118

Highlands Elementary K - 5 566 1956 2004 9.86 29.131 68,538

Normandale

Elementary

K - 5 638 (See ECC) - Shared w/

ECC, SV

- -

Secondary Schools Grade

Org.

10/1/2014 Student

Enrollment

Original

Building


Acres

Adjacent

Public Acres

Building

Area SF

South View Middle

School

6-9 1,312 1954 1993,

2004

20.53 0 212,783

Valley View Middle

School

6-9 1,394 1964 2004 Shared w/

EHS

0 200,573

Edina High School 10-12 2,021 1972 2004 55.22 44.474 411,717

District Support

Facilities

Grade

Org.

1/1/2014 Student

Enrollment

Original

Building


Acres

Adjacent

Public Acres

Building

Area SF

Edina Community

Center [ECC]

NA

NA

1948 1952,

1964

20.53

Shared w/

ECC

0 385,082

Transportation Garage NA NA

1913 1968 1.0 0

The district has reviewed the availability of other facilities both within and outside of the School District. No other facilities

of significant size and adequate function have been identified to meet the needs of the District and/or to be available for

use.




Edina High School




Valley View Middle School




South View Middle School




Concord Elementary School




Cornelia Elementary School




Countryside Elementary School




Creek Valley Elementary School




Highlands Elementary School




Normandale Elementary School




Edina Community Center (ECC)

(Normandale – Level 2)




3. A List of the Specific Deficiencies of the Facilities

a) Demonstrating Need

b) Process Used to Determine Deficiencies

c) List of How Deficiencies will be Addresses

d) Specific Benefits to Students, Teachers and Community

Process

As part of an on-going examination of District alignment with strategic goals, the District is continuously studying

necessary facility improvements. Over the past four years, several key areas of study have looked at ways that facility

improvements could enhance the educational experience, including:

2009 District conducts Fields Study related to outdoor program and competition spaces.

2010 District commissions Wold Architects and Engineers to conduct an Educational Adequacy study related

to facilities.

2011 District conducts Facility Inventory to build a database of physical conditions and needed

improvements. This in turn leads to a robust 2 and 10 year facility plan to address significant

maintenance needs through Alternative Facilities bonding and levy.

2012 District completes new Next Generation Strategic Plan for all areas of operation within the District. A

major component of the plan focuses on better alignment of facilities to learner needs and the

importance of continued investment in District resources.

2012 District begins Secondary Study to look at delivery methods related to secondary instruction, grade

organization and other needs for 6th -12th grade.

2013 District begins Birth to Grade 5 (BG5) study to look at early childhood and elementary needs in

conjunction with on-going secondary study.

2013 District initiates a Facilities Committee composed of both District personnel and community members

to look at facility conditions related to overall District Standards.

2014 District convenes a Facilities Advisory Task Force (FATF) in August to begin a broad based community

input process on facilities.

24 members including current students, staff, school-age parents, alumni and community

members

(6) weekly meeting beginning August 26

Process built on findings from the District Studies to determine needs and develop potential

resolutions to address needs

Report and recommendations presented to the Board in October

2014 Board discussion and additional study through work sessions and stakeholder dialogues to consider

FATF recommendations and potential referendum question to address needs.

Administration presents recommended Next Generation Facilities Concept Plan to Board in

December

2015 Board approves at the January 12 Board meeting the Facilities Concept Plan and a resolution to bring

Facility Proposal forward as a May 5, 2015 referendum vote.

The culmination of the FATF process included recommendations to bring forward to the Board for consideration which

became the foundation for the referendum. Those recommendations and potential responses are included on the following

pages. (Potential Project Costs and Timelines noted were draft versions at that time. Revised budgets and estimates are

included in the next section of this Review & Comment).




3. A List of the Specific Deficiencies of the Facilities (Continued)

FATF Recommendations:





Specific Deficiencies to be Addressed

Every building in the District is designed in a “traditional”, double loaded corridor system which means that

all educational space is within a typical 800-900 square foot classroom arranged on either side of a hallway.

The schools were all built between 1948 and 1972 which would have been typical for that age building. This

differs considerably from current design models for educational facilities which would provide a greater

variety and type of learning space at all age levels. A majority of the projects would address this issue by

creating additional and varied learning environments at all buildings.

While the current 2 and 10-year Alt Facilities plans address some of the District physical needs (in

particular HVAC renovation and replacement, roofing work, and exterior envelope maintenance) there are

still significant interior physical needs to address. The proposed renovation projects will be able to address

many of these needs in the process.

The majority of Special Education spaces in the District are currently in areas that were not originally

designed for Special Education, much less a design focus on a current approach to students with special

needs. The proposed projects include renovations at Special Education areas at all buildings.

Similar to classroom and instructional space, the media centers at all schools are designed around a typical

approach including multiple book shelves to hold all circulation material in a manner that allows students to

search and retrieve by seeing all material available at once. However, contemporary thought on media center

approach would rely less on “media retrieval” and more on “media creation”. The proposed projects would

include renovations at all media centers within the District to provide increased area for independent and

small group activity and less floor space allocated to book shelves through high density storage. This would

work in conjunction with other extended learning environments in the building to better align with District

initiatives and goals.

The majority of District furniture is 30-40 years or more old, and is very rigid in design and function. When

looking at alignment to facility needs, furniture plays a critical role in having the flexibility to easily

transform a space from a lecture based format to small group activities, seminar discussion, or presentation

style learning. Additionally, today’s educational experience relies more on personal electronic devices in

both laptops and tablets to supplement a student’s possibilities. A portion of the referendum is allocated

towards replacing furniture in educational spaces to provide this flexibility and greater integration with both

power and data needs.

Between the elementary schools there is inequity in both the size and quantity of specialist areas (including

music, art, science, physical education, etc.). The proposed work would ensure similar quantities of

specialist space at all elementary schools through minor additions where needed.

The District has a shortage of both indoor and outdoor activity spaces. The ones that do exist are in need of

physical improvements based on age and wear. The shortage of spaces currently requires student athletes

to practice at multiple sites as opposed to at the High School (which means additional student driving). This

creates a demand at Middle School sites for after school use of athletic space preventing Middle School

programming due to space. Additionally, club space for programs such as robotics and other activities is

non-existent. The proposed project would significantly increase activity space at the High School to meet

this demand and create greater availability at all District sites to allow more varied after school programming

activities.





The spaces currently dedicated to Early Childhood within the District accommodate the current enrollments,

but they are at capacity and do not allow for additional demand. Given the availability of other options for

early education in the District through private programs the District does not intend to have a 100% capture

of these students. However, through expansion of the early childhood spaces available there would be the

possibility of expanding programming to align with District initiatives and provide greater opportunity for

integration into the District for more students.

Recent events related to shootings and attempted threats within schools nationwide and within the State

have made this need aware to a larger audience. The District has performed a security audit of all the

buildings and determined that providing secure vestibules at all schools would provide needed

improvements to how visitors are controlled for access into buildings. The referendum projects would

provide this needed step at all buildings where this is currently not the case.

Parking is undersized at the High School currently based on the assembly load and current student

enrollment. The proposed projects would add parking to this location to ease this issue. Additionally, traffic

patterns at each site will be studied to determine if additional modifications are needed.

The District’s transportation facility is inadequate on multiple issues. There is limited on-site parking for

drivers. Most are accommodated through street parking or agreements with drivers and adjacent property

owners, or unauthorized parking in adjacent areas. There is not enough garage space to accommodate

buses owned by the District indoors, so a percentage of vehicles need to be stored outside decreasing the

life cycle of the vehicle. The maintenance bays are inadequate to meet the daily need for work on vehicles.

The height of the existing garage doors is unable to accommodate new buses, and due to structure of the

garage this condition is unable to be modified. The existing facility also inhibits the ability to operate more

efficiently by bringing contracted services under direct District operation (for example, Special Education).

Allocation for a new District transportation facility is included within the project scope.

Benefits to Students, Teachers and Community:

Greater focus on a personalized learning approach to support a wider variety of instructional delivery

Equity in programming in all areas of the District

Expanded Early Childhood programming will offer greater opportunities throughout the District

Expanded extra-curricular spaces with multi-purpose activity based additions at both elementary and

secondary levels

Continued investment in District quality of life, commitment to educational endeavors, and greater ability for

community use of facilities at all age levels.




___ 4. A Description of the Project including:

a) Site and Outdoor Acreage

b) Square Footage Allocations

c) Estimated Expenditures

d) Schedule

Site and Outdoor Acreage

The site sizes for the Buildings where additions are proposed is as follows:

Edina High School 55.2 Acres

Concord Elementary 9.8 Acres

Cornelia Elementary 20.5 Acres

Countryside Elementary 13.4 Acres

Creek Valley Elementary 13.4 Acres

Highlands Elementary 9.9 Acres

The majority of these sites are on the low end of the State Guidelines for construction. However, given Edina’s

location as a first ring suburban District available land is at a premium. The additions at the elementary schools are

relatively small in footprint and should be able to easily be accommodated on the land available. Many of these sites

are also adjacent to city park areas expanding the available green space for student use.

The land for the High School is more difficult to work with. The areas proposed for expansion are located within the

side of significant hills. Funds towards structural concerns and soil work have been included for the projects.

Additionally the District’s consultants are working with regional watershed authorities to study the impact of storm

water runoff and other environmental issues to ensure appropriate design and stewardship.

The additions at the elementary schools will not add any capacity and are not expected to increase vehicular traffic as

a result. With the relocation of 9th grade to the High School vehicular traffic is intended to decrease at South View

Middle School. This will also be affected by relocation of the main entry for visitors to the parking on the south side

as opposed to along South View Lane. District consultants are and will continue to work with the City of Edina in

studying traffic patterns at the High School / Valley View Middle School site to accommodate both current and new

traffic loads.




___ 4. A Description of the Project (Continued)

Next Generation Learning Spaces:

High School

28-30 teaching station addition to the High School to accommodate relocation of 9th grade from the (2)

Middle Schools to the High School. This will be a combination of some classroom and lab space as well as

specialist areas and personalized learning environments to accommodate a wider variety of instructional

styles. (Note: It is not intended that the addition accommodate 9 th grade only, but will be designed by

looking at 9-12 th grade needs.)

Core Expansion (toilets, lockers, etc.)

Renovation of Media Center

Special Education renovations

Personalized and extended learning environments in existing classroom areas through renovation

Activities spaces for athletics, clubs, organizations and extra- curricular activities, including courts, labs,

classrooms and support areas.

Replacement of outdated and rigid educational furniture with flexible, technology ready fixtures

Estimated Cost:

Construction:

Additions 135,000 sf $ 39,100,000

Renovations 40,500 sf $ 6,680,000

$ 45,780,000

Contingency $ 4,305,000

Fees, Testing, Services $ 6,805,000

Furniture, Fixtures & Equipment $ 3,775,000

Project Cost $ 60,665,000




Next Generation Learning Spaces: High School

NOTE: Diagrams show potential

locations only. Exact project details and

locations will be subject to design

meetings and further development upon

successful referendum passage.




Next Generation Learning Spaces: High School

Diagram of Media Center Renovation Concept









High School – Multi-Purpose Activity Space









High School – Multi-Purpose Activity Space

Program






Middle Schools

Relocation of 9th Grade to High School – relocation allows for creation of personalized and extended

learning environments in existing classroom areas through renovation

Renovation of existing areas to create student commons areas for social interaction and student

development

Renovation of Media Center


Creation of STEM Lab and Studio space through renovation of existing areas

Classroom improvements / upgrades to coincide with Alt Facilities HVAC work


Estimated Costs:

South View Middle School:

Construction 28,900 sf $ 5,435,000

Contingency $ 545,000

Fees, Testing, Services $ 815,000

Furniture, Fixtures & Equipment $ 545,000


Valley View Middle School:

Construction 31,625 sf $ 5,930,000





Middle School Total $ 15,350,000




South View Middle School









Valley View Middle School











Elementary Schools

Creation of equitable and appropriate specialist spaces (Music, Art, Gifted/Talented, Computer,

Band/Orchestra, Science) at all elementary schools through renovations and minor additions

Renovation of Media Center and existing areas to create student learning commons areas and flexible

learning space




Cornelia Elementary

Construction:

Additions 7,800 sf $ 2,067,000

Renovations 6,500 sf $ 1,025,000

$ 3,092,000













Concord Elementary

Construction:

Additions 3,600 sf $ 1,026,000

Renovations 10,045 sf $ 1,680,000

$ 2,706,000













Countryside Elementary

Construction:

Additions 2,100 sf $ 556,500


$ 1,661,500




Project Cost $ 2,226,000 NOTE: Diagrams show potential








Creek Valley Elementary

Construction:

Additions 2,000 sf $ 530,000


$ 1,980,000













Highlands Elementary

Construction:

Additions 4,000 sf $ 1,060,000


$ 2,213,000













Normandale Elementary

Construction:

Renovations 26,100 sf $ 4,555,000














Early Childhood Education

Creation of additional early childhood programming space for classrooms, family education, and sibling

care on lower level of ECC

Relocation of after school programming to third floor



Construction:

Renovations 11,750 sf $ 2,350,000





Outdoor Learning and Competition Spaces

Development of external space for classroom work and exploration

Playground Improvements at all Elementary Schools

Conversion of (4) worn out natural turf fields with synthetic turf to accommodate a wider range of activities

and extended use (2 fields at EHS, 2 fields at ECC)

Rebuild and resurface track at ECC to improve substructure

Resurface tennis courts at EHS

Rebuild practice Baseball field at ECC to improve drainage

Rebuild / develop service drive on EHS property to lower fields

Construction $ 6,000,000



Fixtures & Equipment $ 250,000






NOTE: Diagrams show

potential locations

only. Exact project

details and locations

will be subject to

design meetings and

further development

upon successful

referendum passage.

NOTE: After review with the neighborhoods to the east and

west of EHS and listening to concerns related to the potential

for connecting Creek Valley Road, providing vehicular access

from those points, or providing general parking at the lower

fields area the District has made the decision to not make any

traffic or parking changes in this area, and will be

accommodating any needed expansion to parking at the upper

site area, and will provide service vehicle and ADA access

only from a service drive on EHS property.





Building Security

Relocation and/or renovation of existing Main Office at every facility to increase supervision of entry.

Creation of secure vestibules at all sites – single point entry after school starts. All visitors must pass

through administration / office to gain access to buildings

Development of zoned lock-down areas within buildings to provide greater separation during an emergency

event

Additional technology infrastructure focused on security systems, cameras, intercom, etc.






Transportation Facility

Development of a new transportation facility on a site TBD. (Note: cost of site anticipated to be offset by sale

of existing land / transportation site)

On-site parking for 100 drivers / staff

Parking bays for (84) Buses minimum

Maintenance and wash bays











Square Foot allocations for all referendum component projects will meet or exceed the Guidelines for School

Construction as they continue to develop through the design process.





Estimated Expenditures for the Projects:

Building Security

Technology Infrastructure $ 2,000,000

Office Improvements $ 5,980,000

$ 7,980,000

Next Generation Learning Spaces

High School: Additions & Renovations $ 60,665,000

Middle Schools: Renovations $ 15,350,000

Elementary Schools: Additions & Renovations $ 21,705,000

Early Childhood Renovations $ 3,150,000

$ 100,870,000

Infrastructure Improvements

Outdoor Learning & Competition Areas $ 7,750,000

Transportation Facility $ 8,300,000

$ 16,050,000

PROJECT TOTAL $ 124,900,000

Note: It is anticipated by the School Board that any surplus from the above noted projects

(if any) will be used for yet unidentified deferred maintenance, capital expenditures

for technology and/or equipment, or space expansion as the need may arise.

Note: Legal and Fiscal Costs, Capitalized Interest and Estimated Earnings outlined in

Section 5 are all calculated within noted Project Costs outlined in Section 4 of the

Review & Comment. Total Project Costs remain $124,900,000.





Estimated Operational Expenditures:

The District has reviewed the impact of the proposed additional square feet to buildings in relation to utility and

facility expenses, operational staffing expense and any additional equipment required for the project not allocated

within the construction budgets. Anticipated costs include:

Custodial staff – (6) custodians $ 440,000

Utilities $ 290,000

Supplies $ 85,000

Equipment (1 time cost) $ 70,000

Additional administration or teachers are not anticipated to be required as the work is not related to significant

enrollment change but rather differentiated learning approaches.

For the coming Fiscal Year these costs will be absorbed into the capital budget. The District has a renewal Levy

pending for 2017 and will be reviewing all District costs and expenditures at that time.

Schedule:

Project Schedule

Review and Comment Submittal to MDE February 2015

Review and Comment MDE Review February-March 2015

Referendum May 5, 2015

Project Design & CD Preparation May 2015 - May 2016

Project Construction Documents Issue January 2016 - September 2016

Project Construction April 2016 - July 2018

Occupancy Summer 2017 and 2018

Project Completion Fall 2017 for 2017-18 School Year

Fall 2018 for 2018-19 School Year




___ 5. A Specification of the Source of Project Financing including:

a) Applicable Statutory Citations

b) Scheduled Date and Required Notice

c) Schedule of Bond Payments

d) Property Tax Input

Availability and Manner of Financing

The project would be financed through General Obligation Bonds to be voted on in the May 5 referendum.

The District has worked with Ehlers to determine the financial impact of the proposed referendum on local property

taxes as well as how this funding will overlap with other current funding programs and components within the

District. The attached information (prepared by Ehlers) contains information specific to the referendum as well as

more detailed information encompassing the referendum impact with other planned financing.

Attachment 1 shows the detailed long-range financing plan, with estimated payments and levies for the proposed

bonds plus other debt and capital levies as well as the estimated debt equalization aid.

Attachment 2 shows the estimated payments and initial tax levies for the proposed building bonds

Attachment 3 shows estimated tax rates for all of the levy categories included on the first attachment




___ 5. A Specification of the Source of Project Financing (continued):

Attachment 1:





Attachment 1:





Attachment 2:

Note: Legal and Fiscal Costs, Capitalized Interest and Estimated Earnings are all calculated within noted Project

Costs outlined in Section 4 of the Review & Comment. Total Project Costs remain $124,900,000.





Attachment 3:




___ 6. Documentation: