commissioner dr. brenda cassellius minnesota department of ... · 3. kitchen facilities are...

May 6, 2016

Proposal for Review and Comment Submitted to:

Commissioner Dr. Brenda Cassellius

Minnesota Department of Education

Barnesville Public Schools

Proposed Building Program

Barnesville Public School District Independent School District No. 146 302 3rd St. SE Barnesville, Minnesota 56514 Telephone: (218) 354-2217

� Scott Loeslie Superintendent


Review and Comment

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


Review and Comment

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: Wendel Construction Manager: R.A. Morton Fiscal Consultant: 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.


Review and Comment

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.


Review and Comment

1. GEOGRAPHIC AREA / POPULATION DATA continued

A. Table 1 depicts actual K-12 enrollment patterns for the Barnesville Public School District between 2011-2016, as provided by the School District.

� Table 1: Actual Past Enrollment 2010-2011 / 2015-2016

CURRENT 10-11 11-12 12-13 13-14 14-15 15-16

K 82 72 64 61 72 59

1 65 79 71 67 57 69 2 67 62 79 68 64 66 3 55 71 62 83 68 64 4 61 58 71 63 75 69 5 73 65 58 76 65 70 6 58 71 67 62 76 68

7 80 60 73 66 61 77 8 58 74 57 73 67 55 9 69 57 75 54 69 66

10 58 70 60 71 53 67 11 51 56 73 62 70 50 12 60 49 53 65 56 60

Total K-12 837.0 844.0 863.0 871.0 853.0 840.0


Review and Comment

B. Table 2 depicts enrollment projections for the Barnesville Public School District through 2020-2021, as provided by the School District. The incoming kindergarten enrollments are actual student counts.

� Table 2: Enrollment Projections

CURRENT

15-16 16-17 17-18 18-19

19-20

20-21

K 59 58.7 63.7 61.7 58.2 56.8

1 69 56.9 56.6 61.4 59.5 56.2 2 66 72.9 60.2 59.8 64.9 62.9 3 64 66.6 73.5 60.7 60.3 65.5 4 69 62.6 65.1 71.9 59.4 59.0 5 70 68.2 61.9 64.4 71.1 58.7 6 68 72.4 70.6 64.0 66.6 73.6

7 77 67.9 72.3 70.5 64.0 66.5

8 55 73.6 64.9 69.1 67.4 61.1 9 66 53.1 71.1 62.7 66.8 65.1

10 67 64.0 51.5 69.0 60.8 64.8 11 50 65.2 62.3 50.1 67.1 59.2 12 60 43.9 57.2 54.7 44.0 58.9

Total K-12 840.0 826.1 830.9 820.1 810.1 808.3


Review and Comment

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


Review and Comment

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.

1. 6th 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.


Review and Comment

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.

1. 1936 and 1955 buildings are not compliant for several accessibility, life-safety and IAQ

issues.

2. 1936 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 3.

5. 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.


Review and Comment

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.


Review and Comment

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

ii. Remodeling

• Classrooms 11,035 SF

• Flex/Commons 2,965 SF

• Administration 2,290 SF

• Special Education 540 SF

• Toilets 1,065 SF

• Gymnasium 6,000 SF

• Storage 935 SF

Net Area

24,830 SF

Net/Gross Factor 0.18 5,340 SF

Total Area of Addition 30,170 SF

• Music 1,260 SF

• Special Ed 1,125 SF

• Toilets 945 SF

Total Area of Remodeling (net/gross factor included) 3,330 SF


Review and Comment

ii. Remodeling

b) Barnesville 6-12 Junior/High School Site

i. New Construction

• Gymnasium 12,586 SF

• Locker Rooms 4,037 SF

• Wrestling 2,684 SF

• Auditorium 10,491 SF

• Music 5,778 SF

• Commons 6,618 SF

• Kitchen 3,585 SF

• Concessions 961 SF

• Shop 6,687 SF

• Agriculture 1,288 SF

• Toilets 2,293 SF

• Mechanical/Custodial 1,729 SF

Net Area 58,737

Net/Gross Factor 0.13 8,639 SF

Total Area of Addition 67,376 SF

• Science 3,458 SF

• Special Ed 2,023 SF

• Health 1,605 SF

Total Area of Remodeling (net/gross factor included) 7,086 SF


Review and Comment

4. DESCRIPTION OF PROJECT continued

C. Barnesville Public Schools Site Plans and Floor Plans

KINDERGARTEN / PRESCHOOL FLEX /COMMONS

SP.ED.

ADMIN

TOILETS

SP. ED.

TOILETS

STOR

FUTURE EXPANSION

8,050 SF

67,330 SFPARKING(32,000 SF)

SHOPME.CU.

GYMNASIUM

AUDITORIUM MUSIC

KITCHEN

TT

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SCI

COMMONS

4836 SF

MUS.

AG T T C

GYMNASIUM

3,600 SF

30,600 SF

C

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AL

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LOCKER

WRESTLING

LOCKER

Proj. No.:

Date:

Ref. DWG.:

Sheet No.:www.wendelcompanies.com

BARNESVILLE SCHOOLS

B8

478201

CONCEPT B8

03/21/16

jmm

Polygon

jmm

Text Box

1936, 1955 BUILDINGS TO BE DEMOLISHED

jmm

Rectangle

jmm

Rectangle

jmm

Text Box

ADDITION

jmm

Text Box

REMODEL

jmm

Rectangle

jmm

Rectangle

jmm

Text Box

ADDITION

jmm

Text Box

REMODEL

Work Descriptive S.F.

Hard

Cost/SF Total Hard Costs Bond Budget LTFM Budget

ELEMENTARY SCHOOL 88,500 121.57$ 10,758,508$ 10,082,689$ 675,819$

MAINTENANCE 57,900 79.35$ 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 - 1955, 1968, 1989 56,600 12$ 675,819$ 675,819$

ADDITIONS 30,600 180.00$ 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 3,600 120.00$ 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$

Work Descriptive S.F.

Hard

Cost/SF Total Hard Costs Bond Budget LTFM Budget

HIGH SCHOOL 140,630 131.82$ 18,538,165$ 17,442,330$ 1,095,835$

-$

MAINTENANCE 73,300 56.33$ 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 - 1968, 1989 73,300 12$ 875,935$ 875,935$

-$

ADDITIONS 67,330 188.08$ 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 81.22$ 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$

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$

Work Descriptive TOTAL PROJECT BUDGET

TOTAL BOND

BUDGET

TOTAL LTFM

BUDGET

TOTAL ELEMENTARY AND HIGH SCHOOL 37,206,775$ 34,956,775$ 2,250,000$

BARNESVILLE PUBLIC SCHOOLS BUDGET - REVIEW AND COMMENT - OPTION B8

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Review and Comment

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, 2016. The total amount of G.O. Bonds sold will be $35,190,000.00 and $2,250,000.00 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.

________________________________________________________________________________________

jw1

Jim blue signature


Review and Comment

APPENDIX 1 – PROPERTY TAX IMPACT ANALYSIS

The following Property Tax Impact Analysis was prepared by Ehlers for the Barnesville Public Schools project.

PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT

Barnesville Public Schools No. 146Sources and Uses for Possible Construction Project

August 2016 Election

General Obligation School Building Bonds

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

*

#

April 27, 2016

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

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C

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

Type of Property Market Value

$50,000 $89

75,000 133

100,000 212

125,000 292

Residential 150,000 372

Homestead 175,000 453

200,000 533

250,000 694

300,000 855

400,000 1,176

$50,000 $221

Commercial/ 100,000 443

Industrial 250,000 1,254

500,000 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 3,000 8.85

Non-Homestead 4,000 11.80

(dollars per acre) 5,000 14.75

6,000 17.70

*

Estimated Annual Tax

Increase *

** For agricultural homestead property, a value of $100,000 was assumed for the house, garage

and one acre.

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.

Tax Impact 16 RC

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