Post on 25-Feb-2016
description
transcript
Marshall Schools
Long-Range Facilities Plan
Creating High-Performance Learning Environments
Envisioning Marshall Schools' Future
Vision•Where are we today?•Where do we want to be?•How do we get there?
Marshall Schools
Today, We’ll Discuss…
Plan Overview Goals/Objectives Problems/Challenges Ideas/Opportunities
Action Plan Timeline Considerations
Planning Process Described
Ideation• Identify Vision• Goals/Objectives
Assessment• Facility Condition• Cost of
Operations• Educational
Adequacy• Demographics
Options• Based on Ideation
and Assessment feedback, develop options for achieving vision
Consensus• Stakeholders
decide whether to pursue one of the options (or create their own)
Marshall Schools
IdeationIdentification of Goals/Objectives
Marshall Schools Plans / Objectives
Healthy & Safe Learning Environment
Staff Development
Maintain
Fund
Balances
Student
PerformanceConstituent Satisfaction
Fiscal Stability
Attract and Retain
StudentsAsset
Protection
A GOAL WITHOUT A PLAN IS JUST A WISH - Antoine de Saint-Exupery
The Connection Between Education and Earnings
Percentage of Jobs in 2018 that will Require a Postsecondary Education
Why Develop a Master Facility Plan?
…educators see a high performance school as a school where students excel in their studies. The physical facility and educational outcomes, such as teacher productivity and test scores, certainly are linked…
Nearly 90 percent of school leaders see a direct link between quality of school facilities and student performance.
School Planning and Management (2011)
Marshall Schools
FacilityAssessment
Identification of Problems/Challenges
Building Age Profile
Obsolete Control Systems Occupant comfort and usability
Aging HVAC Mechanical equipment at end of useful life
Aging, Inefficient, and Unhealthy Facility Infrastructure
Degrading Building EnvelopeWindows, doors, walls
Physical Asset DeteriorationLack of capital to fund improvements
Inefficient InfrastructureOngoing cost pressures
Increasing IAQ RequirementsNeed for improved ventilation
Increasing Pressure on Budget
Decreasing Building Efficiency/Effectiveness
Aging/Obsolete Infrastructure
Equipment Item:
Median Years:
Equipment Item:
Median Years:
Air Conditioners Coils Window Unit 10 DX, Water or Steam 20 Residential single or split system 15 Electric 15 Commercial though-the-wall 15 Heat Exchangers Water cooled package 15 Shell-and-tube 24
Heat Pumps Reciprocating Compressors 20 Residential air-to-air 15 Package Chillers Commercial air-to-air 15 Reciprocating 20 Commercial water-to-air 19 Centrifugal 23
Roof Top Air Conditioners Absorption 23 Single zone 15 Cooling Towers Multizone 15 Galvanized metal 20
Boilers, Hot Water (Steam) Wood 20 Steel water-tube 24 (30) Ceramic 34 Steel fire tube 25 (25) Air Cooled Condensers 20 Cast iron 35 (30) Evaporative Condensers 20 Electric 15 Insulation
Burners 21 Molded 20 Blanket 24 Furnaces Pumps
Gas or oil fired 18 Base-mounted 20 Unit Heaters Pipe-mounted 10
Gas or electric 13 Sump and Well 10 Hot water or steam 20 Condensate 15
Air Terminals Reciprocating Engines 20 Diffusers, grilles and registers 27 Steam Turbines 30 Induction and fan-coil units 20 Electric Motors 18 VAV and double-duct boxes 20
Motor Starters 17 Air Washers 17 Electric Transformer 30 Ductwork 30 Controls Pneumatic 20 Dampers 20 Electric 16 Fans Electronic 15
Centrifugal 25 Valve Actuators Axial 20 Hydraulic 15 Propeller 15 Pneumatic 20 Ventilating roof-mounted 20 Self-contained 10
ASHRAE 1995 (HVAC Application Handbook, Chapter 33.4)
Boilers, Hot Water (Steam) Steel water-tube 24 (30) Steel fire tube 25 (25) Cast iron 35 (30) Electric 15
Middle School System Summary
Heating System
Pneumatic Controls
Electric Controls
Air Handling Units
Exhaust Systems
Cooling Domestic Plumbing
Building Envelope
Doors and Hardware
Windows0
5
10
15
20
25
30
35
40
45
50 Average Life Expectancy Age of Equipment
West Side Elementary
Heating Sys-tem
Pneumatic Controls
Digital Con-trols
Air Handling Units
Unit Ventila-tors
Exhaust Sys-tems
Cooling Domestic Plumbing
Building Envelope
Doors and Hardware
Windows0
10
20
30
40
50
60
70Average Life Expectancy Age of Equipment
Marshall Schools Facility Challenges
Energy Efficiency Marshall Schools is expending unnecessary operating cost
Heating Systems West Side boilers are obsolete, old, inefficient, and potentially unreliable; steam creates student/staff discomfort
Ventilation Systems
Most spaces at the Middle School and West Elementary do not meet ventilation requirements
Temperature / Humidity
Many current systems lack ability to control adequately temperature and humidity, which contributes to uncomfortable conditions
Middle School Indoor Air Quality
In-ad-equate
Ven-tila-tion52%In-
door Pollu-tants16%
Un-know
n13%
Out-door Pollu-tants10%
Fur-nish-ings/ Build-
ing Fabric
4%
Microbial5%
IAQ and Absenteeism
1,000 ppm increase in
CO2
10% Increase in Student Absence
Source: Shendell et.al., 2003.
Marshall Schools Facility Challenges
Energy Efficiency Marshall Schools is expending unnecessary operating cost
Heating Systems West Side boilers are obsolete, old, inefficient, and potentially unreliable; steam creates student/staff discomfort
Ventilation Systems
Most spaces at the Middle School and West Elementary do not meet ventilation requirements
Temperature / Humidity
Many current systems lack ability to control adequately temperature and humidity, which contributes to uncomfortable conditions
Comfort Levels at Marshall Middle School
Temp Too Hot (Winter)
Temp Too Cold (Winter)
Air Too Dry (Winter)
Air Too Humid (Winter)
Temp Too Hot (Summer)
Temp Too Cold (Summer)
Air Too Dry (Summer)
Air Too Humid (Summer)
Too Much Air
Too Little Air
Too Noisy
Unpleasant Odors
Lights Too Bright
Lights Too Dark
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
11%
54%
41%
3%
41%
16%
22%
32%
5%
30%
11%
11%
5%
8%
Dis-Satisfied Satisfied Very Satisfied
Comfort Levels at West Elementary
Temp Too Hot (Winter)
Temp Too Cold (Winter)
Air Too Dry (Winter)
Air Too Humid (Winter)
Temp Too Hot (Summer)
Temp Too Cold (Summer)
Air Too Dry (Summer)
Air Too Humid (Summer)
Too Much Air
Too Little Air
Too Noisy
Unpleasant Odors
Lights Too Bright
Lights Too Dark
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
32%
27%
45%
0%
82%
0%
14%
64%
5%
41%
41%
32%
5%
0%
Dis-Satisfied Satisfied Very Satisfied
Temperature and Student Performance
Temperatures at the warm end of the comfort zone tend to increase adverse health symptoms, while temperatures at the cool end of the comfort zone tend to reduce symptoms. Similarly, individuals perceive the quality of indoor air to be better when humidity is at the low end of the comfort zone.
Environmental Protection AgencyInstitute of Medicine. Committee on the Assessment of Asthma and Indoor Air. 2000. Clearing the Air: Asthma and Indoor Exposures.
Washington, D.C., National Academy Press.
Marshall Schools Facility Challenges
Deferred Maintenance
Deteriorating physical assets; creates risk/reliability issues
Miscellaneous Systems
Domestic plumbing, kitchen, building envelope, etc.; opportunities exist to enhance efficiency, increase reliability, and address deferred maintenance
Marshall Schools
OptionsIdeas/Opportunities
Reinvest in Marshall Schools’ Facilities?
Why
How
What
Why Reinvest in Facilities?
Strive towards High Performance• Create a more comfortable and healthy environment for students, staff, and
community• Contribute to reduced absenteeism, higher attentiveness, and student
performance
Reduce/control operating costs
Enhance competitiveness for open enrollment studentsCreate an enhanced perception of the District; source of school spirit and community prideLocal job creation• Each $1M of project 20 high paying jobs
Factors Contributing to Student Achievement
Indoor Air Quality Ventilation Temperature/Humidity Lighting Acoustics Building Age and Quality School Size Class Size
Short List of IAQ/Student Performance Studies
Intervention tests; temperature and outdoor air ventilation• Denmark, Wargocki et. al. (2006)
Carbon dioxide and student absence study• USA, Shendell et. al. (2003)
Student performance and outdoor air ventilation• UK, Bako-Biro et. al. (2008)
Student performance and outdoor air ventilation via CO2• USA. Shaughnessy et.al (2006)
Effects of School Environments on Performance: A Review• USA. Mendell et.al (2006)
Ventilation and Student Performance
Increasing O.A. Ventilation
• 10 cfm/person to 20 cfm per person
Improves student performance10% - 14.5%
Source: Wargocki et.al. Healthy Buildings 2006
Higher ventilation rates reduce the transmission and spread of infectious agents in buildings. This is the conclusion of a multidisciplinary expert panel after reviewing 40 studies conducted between 1960 and 2005.
Environmental Protection AgencyInstitute of Medicine. Committee on the Assessment of Asthma and Indoor Air. 2000. Clearing the Air: Asthma and Indoor Exposures.
Washington, D.C., National Academy Press.
Temperature and Student Performance
Reducing Air Temperature
• 78 Deg F to 77 Deg F
Improves student performance
3.5%Source: Wargocki et.al. Healthy Buildings 2006
Why Reinvest in Facilities?
Strive towards High Performance• Create a more comfortable and healthy environment for students, staff, and
community• Contribute to reduced absenteeism, higher attentiveness, and student
performanceReduce/control operating costs• Address aging capital infrastructure
Enhance competitiveness for open enrollment studentsCreate an enhanced perception of the District; source of school spirit and community prideLocal job creation• Each $1M of project 20 high paying jobs
Reinvest in Marshall Schools’ Facilities?
Why
How
What
Older Buildings…Facilities Perspective
Buildings built in the early years of this century - or before - frequently were built for a life span of 100 years, while more modem buildings, particularly those built after 1980, were designed to have a life span of only 20 to 30 years.
Engineered Systems “Not Making the Grade” by Joanna K Turpin
April 1998
Older Buildings…Educational Perspective
Building age is an amorphous concept and should not itself be used as an indicator of a facility's impact on student performance. Many schools built as civic monuments in the 1920s and 1930s still provide, with some modernization, excellent learning environments; many newer schools built in the cost-conscious 1960s and 1970s do not.
“Do School Facilities Affect Academic Outcomes?” by Mark ScheiderNational Clearinghouse for Educational Facilities
November , 2002
Reinvestment vs. Rebuild
New Building•$110 -$200+/sq ft•Land cost (???)•Location/politics•Voter approval
Reinvestment•Can Be a fraction of cost•Utilize well-constructed
facility•Wonderful education
environments
Preliminary Programming – Capacity Needs
# Area SubTotal Area Total # Area SubTotal Area Total # Area SubTotal Area Total
Preschool 38 x 30 0 1,140 0 SF 0 1,140 0 SF 0 1,140 0 SFKindergarten 38 x 30 0 1,140 0 SF 0 1,140 0 SF 0 1,140 0 SF1st Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SF2nd Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SF3rd Grade 30 x 28 10 840 8,400 SF 2 840 1,680 SF 10 840 8,400 SF4th Grade 30 x 28 10 840 8,400 SF 3 840 2,520 SF 10 840 8,400 SF5th Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SF6th Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFGifted and Talented 30 x 28 1 840 840 SF 0 840 0 SF 1 840 840 SFScience 40 x 30 1 1,200 1,200 SF 0 1,200 0 SF 1 1,200 1,200 SFResource Room 1 30 x 25 1 750 750 SF 0 750 0 SF 1 750 750 SFResource Room 2 25 x 22 1 550 550 SF 0 550 0 SF 1 550 550 SFResource Room 3 20 x 20 1 400 400 SF 0 400 0 SF 1 400 400 SFMedia Center 20 x 22 1 440 440 SF 0 440 0 SF 1 440 440 SFComputer Lab 20 x 56 1 1,120 1,120 SF 0 1,120 0 SF 1 1,120 1,120 SFChapter Room 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFS.M.A.R.T. Activity 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFSpeech 30 x 28 1 840 840 SF 0 840 0 SF 1 840 840 SFMusic Room 22 x 34 2 748 1,496 SF 0 748 0 SF 2 748 1,496 SFGymnasium 100 x 88 1 8,800 8,800 SF 0 4,500 0 SF 2 8,800 17,600 SFStage / Storage 26 x 88 1 2,288 2,288 SF 0 2,288 0 SF 1 2,288 2,288 SFCafeteria 48 x 44 0 2,112 0 SF 1 2,112 2,112 SF 1 2,112 2,112 SFKitchen 48 x 44 0 2,112 0 SF 1 2,112 2,112 SF 1 2,112 2,112 SFElementary Admin Offi ces 28 x 84 1 2,352 2,352 SF 0 2,352 0 SF 1 2,352 2,352 SFFlex Classrooms (Shared Use Space) 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFLearning Commons 0 1,800 0 SF 0 1,800 0 SF 4 1,800 7,200 SFIn-Door Play (Pre K & K) 0 1,700 0 SF 0 1,700 0 SF 1 1,700 1,700 SFAccessory/Commons Circulation 30% 1 11,368 11,368 SF 1 10,078 10,078 SF 1 11,368 11,368 SFStaff Lounge 30 x 30 1 900 900 SF 0 900 0 SF 1 900 900 SFIT 14 x 20 1 280 280 SF 0 280 0 SF 1 280 280 SFRestrooms 18 x 16 4 288 1,152 SF 2 288 576 SF 4 288 1,152 SFStorage 7 x 6 2 42 84 SF 2 42 84 SF 2 42 84 SFCustodial 8 x 7 2 56 112 SF 2 56 112 SF 2 56 112 SFFacility Support - Boiler Room 28 x 48 1 1344 1,344 SF 1 1344 1,344 SF 1 1344 1,344 SFTotal Elementary Program 53,116 SF 20,618 SF 75,040 SF
Middle School AdditionWestside
Renovation/Expansion Baseline
Build, Add, Remodel / Add?
• 75,000 new sq ft• $16MM -
$23MM
New Elementary
• 55,000 new sq ft• $10MM -
$15MM
MS Addition
• 20,000 new sq ft; remodel existing
• $6MM - $7.5MM
West Side Expansion
Invest in West Side?
Similar Project – Renville County West
Renville County West (1921 K-12 School located in Renville, MN); Renovated 2012
Boilers
Before After
Boiler Room
Before After
High School Hallway
Before After
Classrooms
Before After
Music Room
Before After
Cafeteria
Before After
Options Described
In What to Invest?
Planning Objectives
Support District Strategic Planning• Develop both long-range (strategic) and short-range
measures• Evaluate facilities in terms of operating cost efficiency• Evaluate facilities in terms of supporting educational
programmingPositively impact district financial and operational performance• Significantly reduces operating cost• Minimizes local tax impact
Consider features that are proven to positively impact student achievement
Assess Marshall Schools’ Facilities
Plan Focus
Focus Was on Improvements with Budget-Neutral Funding
MechanismsOperational
Efficiency / Cost Control
Controls, lighting, efficient motors, water
efficiency, bldg envelope
Deferred Maintenance / Aging Capital Infrastructure
Obsolete steam heating system, aging
HVAC
Health and Safety
IAQ and dehumidification improvements,
security enhancements
We Know What You’re Thinking…
How much?
Before We Share Costs…
CommissioningServices
ComprehensiveAssessment
Services
Guaranteed Energy
ServicesOperations &Maintenance
Services
Monitoring &Verification
Services
Staff Development
Services
ProjectManagement
Services FundingSupportServices
Referendum Support Services
Design and Engineering
Services
Facility Planning and Optimization
EducationAssessment
Services
ESG is Marshall Schools Owner’s Rep…
Objectives of Your
Facilities
Marshall Schools'
Goals and Mission
General Overview of Scenarios
Scenario 1
• $1,028,301 in facility reinvestment
• Funded by operating cost savings
• No budget or tax impact
• Energy efficiency improvements in all buildings
• Minimal investment in West Side Elementary
Scenario 2
• $9,538,210 in facility reinvestment
• Funded by operating cost savings and use of health and safety levy
• No budget impact• Does have tax impact• Includes scope in
Scenario 1, plus security enhancements, plus a remodel of the Middle School
• Minimal investment in West Side Elementary
Scenario 3
• $16,798,198 in facility reinvestment
• Funded by operating cost savings, earmarked use of deferred maintenance levy, and health & safety levy
• No budget impact• Does have tax impact• Includes scope in
Scenario 2 plus West Side Remodel
Reinvest in Marshall Schools’ Facilities?
Why
How
What
Sources of Funding…
• Maintenance• Repairs• Utilities• Technology
• Bonds• Levies• Grants• Alternative funding
• Facility infrastructure upgrades• Technology infrastructure upgrades
Savings Fund the Project…
Existing facility, energy,
operations & maintenance
costs
Before
Existing facility, energy,
operations & maintenance
costs
Excess Savings
Savings Fund Improvements
During
Existing facility, energy,
operations & maintenance
costs
DistrictSavings
After
$
Scenario 1 SavingsYe
ar 0
Year
1
Year
2
Year
3
Year
4
Year
5
Year
6
Year
7
Year
8
Year
9
Year
10
Year
11
Year
12
Year
13
Year
14
Year
15 $-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
Cumulative Utility Savings Cumulative Operations and Maintenance Savings
The Benefit of LeverageTotal Facility Improvements Made $1,028,301
Net Project Costs $982,116Interest Costs $453,577
Technical Services (optional) $113,488Total Project Costs $1,549,181
1st Annual Savings $84,336Cumulative 15-Year Savings $1,705,310 (0.0375 annual escalation)
District's Total Net Cost of Improvements: -$156,130 over the 15-year period
* Project Costs 1st Year $68,553 1/15th of tota l improvements
* Costs Year 2 thru 15 $1,527,093 6% annual constructi on infl ation
Total Project Costs $1,595,647
First Year Savings $5,622 1/15th of tota l potential savings
Total Savings Year 2 thru 15 $954,034 (0.0375 annual escalation)
Cumulative 15-Year Savings $959,656
Disctrict's Total Net Cost of Improvements: $635,991 over the 15-year period
Leveraged Savings Project - Financed Over Fifteen Years
Incremental Implementation - Pay as You Go Approach
* Costs could be higher due to los s of effi ciencies of sca le associated with larger, fi nanced project
Leverage All Forms of Funding?
• Maintenance• Repairs• Utilities• Technology
• Bonds• Levies• Grants• Alternative funding
• Facility infrastructure upgrades• Technology infrastructure upgrades
Challenging Times Require Creative Solutions…
Leverage Savings and “Free” Money • Rebates, utility and operational savings• QZABs, QECBs, Capital Facility Bonds, or Tax-Exempt
Municipal Lease
Efficient Use of Deferred Maintenance Levy• You are already spending these dollars in a piecemeal,
reactive fashion• QZABs or Capital Facility Bonds
Health and Safety Levy• Alternative to precious budget dollars• MN Statue 123B.59 provides levy authority• QZABs or Alternative Facility Bonds
Funding Summary
Scenario 1 Scenario 2 Scenario 3 Scenario 4 $982,116
$1,493,871
$1,971,696
Utility Rebates and Grants; $46,185
Utility Rebates and Grants; $53,189
Utility Rebates and Grants; $57,939
$7,991,150
$14,305,025
Earmarked Use of Existing Deferred Maintenance Levy;
$463,538
Health and Safety Levy / Alternative Facility Bonds
Earmarked Use of Existing Deferred Maintenance Levy
Utility and Operational Savings
Utility Rebates and Grants
$4.03 monthly tax impact on $125K home
$2.85 monthly tax impact on $125K home
Option 4 Impact on Local Levy
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 $-
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000 Deferred Maint. Levy Health & Safety Levy Alternative Facility Levy
Preliminary Tax ImpactScenario 1 Scenario 2 Scenario 3 Scenario 4
Levy Amount $0 $494,299 $700,494 $0Est. Tax Capacity Rate 0.0000% 3.4489% 4.8876% 0.0000%
Type of PropertyTaxable
Market Value$50,000 $0 $10 $15 $0$60,000 $0 $12 $18 $0$70,000 $0 $14 $21 $0$80,000 $0 $17 $24 $0$90,000 $0 $21 $30 $0
$100,000 $0 $25 $35 $0$125,000 $0 $34 $48 $0$150,000 $0 $44 $62 $0$175,000 $0 $53 $75 $0$200,000 $0 $62 $88 $0$250,000 $0 $81 $115 $0$300,000 $0 $100 $142 $0
The fi gures shown above represent the prel iminary esti mated tax impact of a levy assessed on Net Tax Capaci ty. It i s very prel iminary as the 2011 NTC as reported on MDE's Pay 2013 tax levy certi fi cation is the bas is for ca lculati ng the tax rate. This fi gure does not include other categories of the school di s tri ct's property tax levy (including other debt service taxes ), nor does i t include property taxes for cities , townships , counti es , or other taxing juri sdictions .
Estimated Change in Debt Service *
Residential Homestead
Pequ
ot L
akes
Herm
anto
wn
Gle
ncoe
-Silv
er L
ake
East
Gra
nd F
orks
Plai
nvie
w-El
gin-
Millv
ille
St. L
ouis
Cou
nty
Park
Rap
ids
Hibb
ing
Mor
a
Dass
el-C
okat
o
Proc
tor
New
Ulm
Was
eca
St. P
eter
Litc
hfie
ld
Littl
e Fa
lls
Anna
ndal
e
Mar
shal
l (Cu
rrent
)
Pine
City
Stew
artv
ille
Roco
ri
Alba
ny
Virg
inia
Fairm
ont A
rea
Stat
e Av
erag
e
Dela
no
Mar
shal
l (Af
ter S
cena
rio 2
)
Mar
shal
l (Af
ter S
cena
rio 3
)
Kass
on-M
anto
rville
Mila
ca
Byro
n
Thie
f Riv
er F
alls
Rock
ford
Fole
y0
100
200
300
400
500
600
700
156 174 187
204 217
242 255 257 258
275 290 300 306 309 315
331 346
371 376 380 383 384 389 399 401 403 405 419 422 423
473 488
588
637
2013 Total School Levy on Home with $125K ValueNon-Metro Districts with Similar Enrollments to Marshall Schools
Why Now?
“Create a definite plan for carrying out your desire and begin at once, whether you are ready or not, to put this plan into action.”
- Napoleon Hill
“A good plan violently executed now is better than a perfect plan executed next week.”
- George S. Patton
10 Yr T-Bill which is an
indice of school financing
May 2, 2013 1.6310%
Historically Low Interest Rates
Qualified Zone Academy Bonds
• Qualifies with over 35% free & reduced
Marshall Eligible
• Assuming 1%, savings of $3.2MM on Scenario 20% - 1.5%
• Allocated on 1st come basis• Must be shovel ready
$9MM Available
Construction Costs are Flat
Source: Federal Bureau of Labor and Statistics Producer Price Index
“Perfect Storm” for Facility Improvements
Flat Construction
Costs
• A one-year delay (6% inflation) would increase costs by $572,000
45-Year Low Interest Rates
and QZABs
• 1.0% rate increase = $637,000 more in financing cost
Work is Unavoidable
• Alternative is piecemeal
• How would you pay for it?
You Want Better
Schools Now
• So Tomorrow’s Open Enrollment Families Choose Marshall Schools Today
Marshall Schools
Summary
TakeawaysThere are many reasons to address Marshall Schools’ facilities• Aging Capital Infrastructure• Operating Cost Control• Student Performance
High Priority Improvements• Ventilation Systems?• Heating Systems?• Dehumidification?
Use of Existing District Resources and Authorities• Operational Savings, Grants, and Rebates• Efficient Use of Existing Levies • Responsible Use of Levy Authorities
Why Now?• “Perfect Storm” for facility Improvements• Interest rates are already beginning to tick up
Potential Action Plan
Planning Process Described
Ideation• Identify Vision• Goals/Objectives
Assessment• Facility Condition• Cost of
Operations• Educational
Adequacy• Demographics
Options• Based on Ideation
and Assessment feedback, develop options for achieving vision
Consensus• Stakeholders
decide whether to pursue one of the options
Milestone Date Milestone
4/5/13 Concept Approval7/23/13 Mid-Audit Review8/19/13 80% Technical Review9/16/13 Final Report Review
11/18/13 Project Approval2/21/14 MDE Approval2/14/14 Invitation to Bid3/7/14 Bid Openings3/14/14 Contracts Awarded4/13/14 Equipment Submittal Approval7/1/14 Latest Equipment Delivery9/2/14 Substantial Completion
Construction / Decision Timeline
Energy Services Group
Where Other Companies Have Branches… … We Have Roots
Our Past Customers Selected Us Because…
Mission, Focus, Experience,
Expertise, and Resources
Creating Healthy, Comfortable, and Efficient Learning Environments
Our Mission –To help develop, fund,
and implement comprehensive facility management plans in Minnesota K-12
As a Minnesota superintendent who has served in three districts, I have witnessed the savings and increase in energy efficiency that result from an ESG study. The professional competence of ESG combined with their focus on the needs of the school district set them apart from other vendors who are driven by company profits.
Tom Ames, SuperintendentTruman Public SchoolsParkers Prairie Schools
CommissioningServices
ComprehensiveAssessment
Services
Guaranteed Energy
ServicesOperations &Maintenance
Services
Monitoring &Verification
Services
Staff Development
Services
ProjectManagement
Services FundingSupportServices
Referendum Support Services
Design and Engineering
Services
Facility Planning and Optimization
EducationAssessment
Services
Designed for K-12
Objectives of Your
Facilities
Canby Schools'
Goals and Mission
Local Experience, Expertise, and Resources
Team has over 800 years of collective industry experience
Team is Local• 47 professionals reside in MN• 30 professionals reside in neighboring states
Resources of Honeywell• One of the world’s largest and most-respected
companies• One of Minnesota’s largest employers
Cost Effectiveness
"From the beginning, I was impressed with all of the staff who represented ESG. Since then, I have come to depend on them for advice and information when I was not sure what to do. They are always eager to help us and I feel they are willing to give us extra attention when we need it. This has meant a great deal to us at ISD 601. Especially, we trust them. I believe the future of most successful companies will be based on trust, a feather in your cap."
Dale Salberg, SuperintendentFosston ISD #601
Vendor Neutrality
Full Transparency
Flat Contracting
ProcessMinimize
Over-Design
Lowest Historical
Contingency
We Have Proven Ourselves…
ESG has over ninety (90) partnerships; forty four (45) with MN K-12 districts
We have implemented over $300 million in facility improvements in MN K-12 buildings
“I have checked with our members, including some that have used other ESCO’s and ESG’s services. It seems the preference is for ESG, due to your long-standing energy performance record in our state, ability to provide a low-cost solution, and number of tenured professionals. ESG is uniquely-qualified to support our members with independent engineering and project management support services.”
Ron Wieber, Safety DirectorResource Training & Solutions
Thief River Falls
Blackduck
Fosston
East Grand Forks
WIN-E-MACCook County
Ada-BorupMahnomen
Perham/Dent Menahga
New York MillsPelicanRapids
Breckenridge
Cloquet
Staples Motley
Underwood Braham
Rocori
NE Metro Dist 916
Hopkins
Montevideo
Anywhere Eden Prairie
Delano
Minneota
Murray CountyCentral
Madelia
Belle Plaine KenyonWannamingo
Pine Island
Dover-Eyota
OwatonnaNR-H-E-G
Eden Valley-Watkins
Rockford
Yellow Medicine East
South Washington
ESG Serves Minnesota K-12
“I have checked with our member, including some that have used other ESCO’s and ESG’s services. It seems the preference is for ESG, due to your long-standing energy performance record in our state, ability to provide a low-cost solution, and number of tenured professionals. ESG is uniquely-qualified to support our members with independent engineering and project management support services.”
Ron Wieber, Safety DirectorResource Training & Solutions
Detroit Lakes
LesterPrairie
Le SueurHenderson
RCW
Anywhere Schools
Winona
Marshall
Waubun-Ogema-White Earth
Why Is Past Performance Important?
Past performance speaks a tremendous amount about one's ability and likelihood for success.
• Mark Spitz
An ounce of performance is worth pounds of promises.
• Mae West
The only source of knowledge is experience.
• Albert Einstein
Experience is one thing you can’t get for nothing.
• Oscar Wilde
I know no way of judging the future but by the past.
• Patrick Henry
Experience is the teacher of all things.
• Julius Caesar
Takeaways
Perham/Dent Schools hired ESG to conduct a Comprehensive Facility Audit which goes beyond the traditional energy only audits we have conducted in the past. We were very impressed with ESG’s vendor independent / utility neutral approach in analyzing and making recommendations for improving the efficiency of our school facilities. We were concerned about our aging facilities and our financial challenges of doing more with less! Our goal ultimately was to improve our “school’s learning environments” by reducing/redirecting utility and maintenance expenditures to fund the technology improvements in a net revenue neutral manner. ESG helped us develop the roadmap we so desperately needed to accomplish that goal.
Dennis Drummond, Superintendent (now retired)Perham/Dent ISD 549
There are many reasons & opportunities to address Marshall Schools’ facilities
ESG has the local resources with the experience and expertise necessary for these types of projects
ESG has a record of accomplishment supporting MN K-12 with facility initiatives
Thank You!
Kevin McGauley952-693-1987
Kevin.McGauley@1esg.com