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