2018 bond & levy planning short-term facility plan - lake washington school … ·...

2018 Bond & Levy Planning

Short-Term Facility Plan Board Study Session

September 18, 2017

Study Session Purpose

Information

Discussion

Direction

Decision

2

Study Session Outline3

Bond & Levy Advisory Committee

Work to date

Short-Term Facility Plan

Recommended approach

Funding source

Key Questions4

Bond & Levy Advisory Committee

What has been the work of the bond & levy advisory committee to date?

What are the next steps?

Short-Term Facility Plan

What are the short-term needs in each Learning Community?

What is the recommended plan and how will it be funded?

Bond and Levy Advisory Committee5

Role of Bond & Levy Advisory

Committee

To provide feedback and advice on the district’s

Building on Success Plan, which involves bond and

levy proposals for 2018 ballot measures

Review survey information and community input

Consider overall cost and tax implications

Provide expertise/perspective based on professional

role/connection to the community

Clarifying Roles

Role of the District

Role of Bond and Levy Advisory Committee

Role of the Board

Role of Lake Washington Citizens Levy Committee

Committee Membership 8

Name Role/Representative

Carolina Borrego LWESP

Eric Campbell Parent/community

Martha DeAmicis Parent/community

Liz Hedreen LWPTSA

Joe Joss Principal

JD Klein Parent/community

Diana Lafornara Parent/community

Kevin Teeley LWEA

Jeff Thomas City of Sammamish

Kelley Wood City of Redmond

Schedule & Purpose

Overview of Three Meetings

Meeting 1: History & Overview

Review of Recent History Enrollment Data

Long-Term Facilities Planning Task Force Recommendations

Long-Term Funding Plan

2016 Bond Measure

Review of Current Situation How School Funding Works

Pending Changes to School Funding

Legislature and EP&O Impacts

How School Taxes Work

LWSD Specifics and King County Comparisons

Closing & Next Steps

Meetings 2 & 3: Review District’s Draft Plan

Provide update on EP&O impact

Review draft plans for bond and levies

Review AV assumptions

Provide feedback and advice on the plan

Review Parent Survey Data

TimelineDate Next Steps:

April 2017 Community input/survey

June 28, 2017 Convene Bond & Levy Advisory Committee

June/July 2017 Final Legislative budget anticipated

August 2017 EP&O projections finalized

Sept 2017 Bond & Levy Advisory Meetings

Board Study Session

Oct 2017 Board Study Session

Board action on bond and levy resolutions

Nov 2017 General Election

Dec 2017 Potential of OSPI process to approve EP&O levy measures

(SB 5023/SB 5607)

Feb 2018 Bond/Levy Election

Impacts to Local Levies

Legislative Update

Adjustment to State Property Tax14

In an effort to fully fund education in the state, the

legislature revised and is adjusting state property

tax for the support of common schools

All property owners in Washington State pay this

rate and the money funds education across the state

Adjustment in State Property Tax

$1.88 per thousand of

assessed value (AV)

$2.70 per thousand of

assessed value (AV)

15

2017 state property tax rate2018 – 2021 state property tax rate

0.82

Where does the state money go?

16

This money funds education across Washington state’s

295 school districts

Impacts to Local Funding 17

18

LWSD Levies and Bonds fund

needs not included as part of

the state-funded program of

Basic Education

The legislature has imposed

new limits on Maintenance &

Operations levies, which the

legislature is now calling

enrichment levies

New Limits Imposed by Legislature19

The legislature imposed new limits on districts’

ability to collect local dollars through local levies

(Maintenance & Operations (M&O)/Educational

Programs & Operations (EP&O) levies)

Beginning in 2019, the maximum EP&O levy a local

district is allowed to collect is either $1.50 per

thousand of AV or $2,500 per student, whichever is

less

How do the limits impact LWSD?

The lesser amount for

LWSD is the $2,500

per student, which

equates to

approximately $1.29

per thousand of AV

20

LWSD Compared to Other Districts

LWSD already has a relatively low levy rate, so this change does not significantly effect LWSD’s ability to collect local funding

However, other districts with higher levy rates will experience a significant impact

21

22

LWSD is planning for the

second of four planned bonds

(2016, 2018, 2022, 2026)

and the replacement of two

expiring levies in February

2018

Educational Programs &

Operations Levy

Capital Projects Levy

Bond

February 2018 LWSD Measures 23

EP&O Levy Capital Levy Bond

• Replaces the 2014 EP&O

levy, which voters

approved and which

expires at the end of 2018

• Provides funding for

activities that supplement

the Basic Education

program and operations

• Replaces the 2014 levy,

which voters approved and

which expires at the end of

2018

• Provides funding for district

technology including:

infrastructure, systems,

equipment and training and

facilities and district

facilities including: building

systems & improvements;

athletics, fields, and site

improvements; and code,

compliance and health &

safety

• Provides funding for

construction of new

schools and classrooms

needed to address

growing student

enrollment

2018 Bond Measure

Bonds

Unlimited General Obligation Bonds (voted)

Must garner 60% voter approval to pass. Requires turnout of 40% of most recent state general election to validate

Provides financing at lower interest rates

bonds are backed by the pledge of the issuer to raise taxes to fully repay the bonds

interest earned is tax exempt

LWSD’s high credit rating (Moody’s Aaa and Standard & PoorsAA+) means lower interest rates

Total outstanding bonds may not exceed and overall debt limit of 5% of assessed valuation

LWSD current debt < 1%

Solving the challenge

The district convened a 63-person Task Force to

collaborate on long-term facilities planning

They worked for nearly a year and sought

significant community input and feedback

They presented their final 254-page report to our

Board on November 9, 2015

http://portal.lwsd.org/sites/PublicInformation/LWSD Logos/LWSD logo for digital use_color.jpg

Executive Summary

Project Recommendations

Recommendation: Build More Schools

Long-term strategy through 2029-30

Intentional planning

Creative options

Efficient use of space

Well-built, cost effective designs

Continued community involvement

Recommended back-up plans

http://portal.lwsd.org/sites/PublicInformation/LWSD Logos/LWSD logo for digital use_color.jpg

Short and Long Term Funding Plan29

April 2016 2018 2022 2026

• Rebuild and enlarge Juanita

High School

• Rebuild and enlarge Kirk

Elementary

• Rebuild and enlarge Mead

• Build one new RLC middle

school – Redmond Ridge

• Build new RLC elementary –

Redmond Ridge

• Build new RLC elementary –

North Redmond

• Refurbish Old Redmond

Schoolhouse for preschool

• Replace Explorer portables

with modulars

• Complete other capital

projects for Title IX and/or

ADA

• Addition at LWHS

• One new LWLC elementary

• Remodel or replace and

enlarge Kamiakin Middle

School

• ELC/RLC Choice High School


enlarge Alcott Elementary

• Special Education learning

spaces

• Land

• Site specific capital

projects/contingency

• LWLC Choice High School

• One new LWLC elementary

• One new RLC elementary


enlarge Evergreen Middle

• Preschool space


spaces

• Land



• Addition at Finn Hill Middle


enlarge Smith Elementary


spaces

• Land for future projects

• Potential future projects TBD



$398 million

• Adds space for

3000 students

$299 million

• Adds space for

2100 students

Reconvene a Task

Force

2018 Bond Projects

Project Est. Cost (Millions)

Addition at Lake Washington High School $36

New elementary school in LWLC $47

Remodel or replace and enlarge Kamiakin MS $83

New choice high school in the Eastlake/Redmond region $45

Remodel or replace and enlarge Alcott Elementary $46

Land/Program Contingency/Special Education spaces $57

Total Project Cost $314

Less estimated State Construction Assistance $15

Total 2018 Bond Amount $299

31

Local Levy


Renewed every 4 years

Pays for upgrades to major facility systems on a life

cycle basis, accessibility projection, safety and security

upgrades, site improvements, athletic facility upgrades

Pays for enhanced technology infrastructure, equipment

and training, replacement of student computers, teacher

professional development, instructional software and

programs

Must garner 50% voter approval to pass

Capital Projects Levy – Facilities

Building Systems & Improvements

• Provide asset lifecycle management and energy system Improvements:

School & Program Improvements

• Provide asset lifecycle planning and ensure Title IX and Washington Interscholastic Activities Association (WIAA) compliance

Code Compliance, Health & Safety

• Provide Health and Safety improvements and ensure building code compliance

Site Improvements, Athletics & Playfield

Upgrades

• Enhance the education program and address emergent building needs

Capital Projects Levy - Technology

Technology Infrastructure &

Support

• Provide critical technology systems support and infrastructure improvements

Equipment

• Provide updated equipment to enhance student learning, staff productivity and safety

Instructional Software & Support

• Provide instructional and assessment software and instructional support staffing

Business & Technology Systems

• Provide critical business systems and technology operations software and support:

Technology Training & Professional Development

• Provide professional development and staff training in technology use and integration

Educational Programs & Operations Levy

Local Levy

Educational Programs & Operations Levy (EP&O)

Renewed every 4 years

Pays for program and operations beyond the program of Basic Education including: additional staff (including special education and substitutes), compensation, professional development, special programs (ELL, Highly Capable, Preschool) extra curricular activities and athletics

State limits the amount that can be levied to $1.50 per thousand AV or $2500 per student, whichever is less

Must garner 50% voter approval to pass

Educational Programs and Operations Levy

State Approved Categories:

Supplements to minimum instructional offerings

Additional staff for class size reduction and beyond prototypical staffing ratios

Professional learning

Athletics and extracurricular activities

Extended school days or extended school year

Additional course offerings

Early Learning

Additional staff to support activities within the approved categories

Other categories approved by OSPI

Educational Programs & Operations

2014: $65.9 million average per year

Assuming 15% inflation, the 2018 levy amount would

be approximately $75.8 million average per year

Based on the new state limit, we could collect

approximately $78.1 average per year and still keep

our promise not to increase the tax rate

However…

We are counting on additional money from the

state so we can reduce reliance on local levy for

Basic Education staff compensation

And…

We have new priorities that can only be funded

through local levy such as 7-period day for high

school students, as the state now requires 24 credits

to graduate

Therefore…

Our plan is a $63.5 million average per year levy

This represents a 3.6% decrease from the 2014

levy

This is 18% less than we could collect based on

state limit while still keeping our promise

EP & O Tax Rate

Current rate based on 2014 levy: $1.26

New rate based on 2018 levy: $1.03

This is $0.23 less than current and represents an 18%

reduction

Total Tax Rate

Educational

Programs

and

Operations &

Levy

Capital

Projects Levy

Bond Total

2017 $1.32 $0.63 $1.21 $3.16

2018 $1.26 $0.59 $1.31 $3.16

2019 $1.03 $0.59 $1.31 $2.93

Short-Term Facility Plan 45

Key Criteria 46

The following criteria were developed after input from the board in August 2014. These criteria were used in the development of the short-term plan for 2014 and for 2018-2020:

Maintain learning community configuration

Align short term strategy to long term strategy to the extent possible

Live within identified resources

Be fiscally responsible

History 47

In 2014 a short term plan was developed to address immediate needs for classroom space through 2017-18, prior to the 2016 bond

Added 69 classrooms through green portables, an addition, reconfiguration of interior spaces and changes to standard of services

Cost: $20 million dollars (repurpose bond funds/SCAP, impact fees)

We developed a similar short-term facility needs analysis and plan prior to the 2018 bond

Recent History – Facility Needs48

Task Force identified strategies that could help bridge the gap, including:

Move district-wide programs

Add teacher planning rooms

Increase portable classrooms

Change school attendance boundaries

Limit/eliminate all-day Kindergarten (if allowed by state guidelines

Reduce number of specialized spaces

Increase class size

Portable Analysis49

In 2014 an analysis was conducted to determine

portables that could be sited at each school

Sites with master plan approval

Bell, Frost, Keller, Muir, Sandburg, Thoreau

Rose Hill

McAuliffe

District must still go through building permitting process

to place portables on site

Portable Analysis50

Approval of portables not included in master plan

requires:

Conditional use permit approval process which requires the

project to meet concurrency requirements

Includes traffic analysis, storm water, water/sewer, etc. necessary

to handle the additional permitted square footage

Process is subject to approval and conditions of SEPA process

Results in additional costs and longer timeframes

District must still go through building permitting process

to place portables on site

For Space Needs through 2019-2020

Short-Term Plan51

Short-Term Plan 52

Bring all elementary schools to no more than (3)

classrooms by the 2019-2020 school year

Standard of service, program moves/placement,

portables

Address capacity needs of 100+ at middle and

high schools

Juanita Learning Community

✓

High School

✓Middle School

53

Permanent Total Sept

Capacity Capacity 17-18 18-19 19-20 20-21 21-22 22-23

JUANITA AREA TOTALS

High School 1,311 1,523 1,462 1,487 1,524 1,525 1,556 1,602

Shortfall Permanent (151) (176) (213) (214) (245) (291)

Shortfall Total 61 36 (1) (2) (33) (79)

Add 504 capacity to JHS in 2020 1,815 1,815

Shortfall Permanent (151) (176) (213) 290 259 213

Shortfall Total 61 36 (1) 290 259 213

Middle School 1,226 1,373 1,217 1,254 1,287 1,353 1,427 1,468

Shortfall Permanent 9 (28) (61) (127) (201) (242)

Shortfall Total 156 119 86 20 (54) (95)

Add 321 capacity to KAMS in 2022 1,547 1,547

Shortfall Permanent 9 (28) (61) (127) (201) 79

Shortfall Total 156 119 86 20 (54) 79

Elementary 2,716 2,762 2,894 2,932 2,961 2,993 2,953 2,926


Shortfall Total (132) (170) (199) (231) (191) (164)

Add 220 in Preschool Cap. in 2024 2,936 2,982


Shortfall Total (132) (170) (199) (231) (191) (164)

Elementary McCleary Capacity 2,368 2,408 2,894 2,932 2,961 2,993 2,953 2,926


Shortfall Total (486) (524) (553) (585) (545) (518)

Add 220 in Preschool Cap. in 2024 2,588 2,628


Shortfall Total (486) (524) (553) (585) (545) (518)

xElementary School

Lake Washington Learning Community

✓High School

54



LAKE WASHINGTON AREA TOTAL:

High School 1,470 1,736 1,583 1,641 1,717 1,822 1,853 1,949


Shortfall Total 153 95 19 (86) (117) (213)

Add 500 capacity to LWHS in 2021 1,970 1,970

Shortfall Permanent (113) (171) (247) (352) 117 21

Shortfall Total 153 95 19 (86) 117 21

Middle School 1,530 1,530 1,497 1,549 1,640 1,678 1,809 1,915


Shortfall Total 33 (19) (110) (148) (279) (385)

Elementary 2,970 3,476 3,823 4,052 4,206 4,345 4,440 4,492

Shortfall Permanent (853) (1,082) (1,236) (1,375) (1,470) (1,522)

Shortfall Total (347) (576) (730) (869) (964) (1,016)

Add 299 to Kirk capacity in 2019 3,269 3,706

New elem 690 capacity in 2020 3,959 4,396

Shortfall Permanent (853) (1,082) (937) (386) (481) (533)

Shortfall Total (347) (576) (500) 51 (44) (96)


Shortfall Permanent (1,231) (1,460) (1,614) (1,753) (1,848) (1,900)

Shortfall Total (791) (1,020) (1,174) (1,313) (1,408) (1,460)

Add 190 to Kirk capacity in 2019 2,782 3,153

New elem 550 capacity in 2020 3,332 3,703


Shortfall Total (791) (1,020) (1,053) (642) (737) (789)

xMiddle School

xElementary School

Redmond Learning Community

✓High School

✓Middle School

✓Elementary School

55



REDMOND AREA TOTAL:

High School 1,869 2,081 1,759 1,932 2,015 2,001 2,089 2,105


Shortfall Total 322 149 66 80 (8) (24)

Middle School 1,655 2,153 2,230 2,295 2,403 2,448 2,436 2,390


Shortfall Total (77) (142) (250) (295) (283) (237)

New MS 900 capacity in 2019 2,555 3,053

Shortfall Permanent (575) (640) 152 107 119 165

Shortfall Total (77) (142) 650 605 617 663

Elementary 3,568 4,764 4,909 4,942 4,923 4,934 4,920 4,917


Shortfall Total (145) (178) (159) (170) (156) (153)

2 New elem 690 capacity in 2018 4,948 6,144

Old Red. El Presch. 80 cap in 2019 5,028 6,224

Add 207 capacity to Alcott in 2021 5,235 6,155

Shortfall Permanent (1,341) 6 105 94 315 318

Shortfall Total (145) 1,202 1,301 1,290 1,235 1,238



Shortfall Total (757) (790) (771) (782) (768) (765)

2 New elem 550 capacity in 2018 4,212 5,252

Old Red. El Presch. 80 cap in 2019 4,292 5,332

Add 190 capacity to Alcott in 2021 4,482 5,246

Shortfall Permanent (1,797) (730) (631) (642) (438) (435)

Shortfall Total (757) 310 409 398 326 329

Eastlake Learning Community56



EASTLAKE AREA TOTAL:

High School 1,940 1,940 1,774 1,992 2,182 2,249 2,344 2,361


Shortfall Total 166 (52) (242) (309) (404) (421)

Add 600 capacity choice in 2022 2,540 2,540

Shortfall Permanent 166 (52) (242) (309) (404) 179

Shortfall Total 166 (52) (242) (309) (404) 179

Middle School 1,104 1,104 1,202 1,301 1,305 1,320 1,283 1,327


Shortfall Total (98) (197) (201) (216) (179) (223)

Elementary 2,163 2,807 2,814 2,864 2,868 2,859 2,813 2,729


Shortfall Total (7) (57) (61) (52) (6) 78

Add 230 capacity to Mead in 2019 2,393 2,899


Shortfall Total (7) (57) 31 40 86 170



Shortfall Total (370) (420) (424) (415) (369) (285)

Add 158 capacity to Mead in 2019 2,042 2,464


Shortfall Total (370) (420) (404) (395) (349) (265)

xHigh School

xMiddle School

xElementary School

Short-Term Plan Cost Summary57

$6.0 million

$4.5 million for 10 portables

$1.5 million for interior building modifications and

program moves

Short-Term Plan Funding Source58

2014 and 2018 Capital Projects Levy

School & Program Improvements

Add portable classrooms and/or replace aging portables

Add and/or upgrade learning spaces to support school

programs and initiatives

2018 bond & levy planning short-term facility plan - lake washington school … ·...

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