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Policy Report Webinar

This is an Accessible Alternative Version of the Power Point Presentation: Policy Report Webinar (PPT). The Power Point Presentation should be the preferred version for downloading.

School Facilities and Transportation Services Division
Policy Report Webinar
Hosted by Kathleen Moore, Director
Presenter: Dr. Jeffrey Vincent
Center for Cities and Schools, University of California, Berkeley

1. California's K-12 Educational Infrastructure Investment: Leveraging the State's Role for Quality School Facilities in Sustainable Communities

California Department of Education Webinar, August 9, 2012
Jeffrey Vincent, PhD

Picture of Center for Cities and Schools, University of California, Berkeley

2. Major Benefits from Past 10+ Years of Investment

• 20% enrollment growth
• Overcrowding relieved
• Upgraded thousands
• 70/30 local/state share

Graph of funding sources for California K-12 Facilities, 1998 - 2011

Estimated Total = $118 billion

• State bonds = $35.4 billion
• Local bonds = $66.2 billion
• Developer fees = $10 billion (estimated)
• Deferred Maintenance = $6.2 billion

3. State Funds, 1998 - 2011

• Proposition 1A, November 1998 = $6.7 billion
• Proposition 47, November 2002 = $11.4 billion
• Proposition 55, March 2004 = $10 billion
• Proposition 1D, November 2006 = $7.33 billion

Deferred Maintenance Program = $3.1 billion (matched locally)

4. California's K-12 School Facility Facts, 2012

• Number of students - 6.1 million
• Number of local educational agencies - 1,042
• Number of schools - 9,903
• Number of charter schools - 912
• Total gross square feet - 471 million
• Number of classrooms - 303,399
  • Percent >25 years old - 71%
  • Percent > 50 years old - 30 %
  • Percent > 70 years old - 10%
• Number of portable classrooms - 75,000+
• Total K-12 acreage - 125,000

5. Comprehensive Look at Past and Future

• Sound planning?
• Wise investment?
• Policies needed?

6. State by State Policy Review

• 1995 - 2004, California local educational agencies ranked 36th in total capital expenditures per student per year ($492)
• 2005 - 2008, California local educational agencies ranked 6th in total capital expenditures (from all sources) per student per year ($1,569)
• 2005 - 2008, California ranked 23rd in state share (30%)

7. Today's Context

• New economic era
• New state policy framework on infrastructure and land use: climate change and sustainable communities
  • "Communities that promote equity, strengthen the economy, protect the environment, and promote public health and safety" (Public Resources Code, Section 75125, originally Senate Bill 732)

8. State Planning Priorities for Infrastructure

• Promote infill development and equity
• Protect environmental and agricultural resources
• Encourage efficient development patterns

(Government Code, Section 65041.1, originally Assembly Bill 857)

9. California cannot afford to not be strategic: A Shift is needed

• To existing facilities focus
• To investing in community sustainability
• To intentional innovation

10. Why School Facilities Matter

• Affect teaching and learning
  Uline, C. (editor). (2009). Special Issue, Journal of Educational Administration 47(3).
  Higgins, et al. (2005). The Impact of School Environments, University of Newcastle.
• Affect land use, growth, travel patterns, VMT, housing choices
  U.S. EPA. (2003). Travel and Environmental Implications of School Siting.
  U.S. EPA. (2011). Voluntary School Siting Guidelines.
  PACE and CC& S. (2009). Smart Schools, Smart Growth, U.C. Berkeley.

11. California's Invest in K-12 Infrastructure

State General Obligation Bonds for Infrastructure, 1972 - 2006, $178 billion (2007$)

Pie chart:

• K-12 schools - 34%
• Higher education - 10%
• Transportation - 15%
• Natural resources - 16%
• Public safety - 7%
• Seismic - 3%
• Veterans home loans - 7%
• Housing - 4%
• Other 4%

12.Infrastructure Best Practices Framework

• Sound Planning
• Effective Management
• Adequate Equitable Funding
• Appropriate Accountability

13. Challenges

Varying capacity and mixed, unconnected policies

• Planning
• Management
• Funding
• Accountability

14. Challenges

Information and trust lacking

• Planning
• Management
• Funding
• Accountability

15. Challenges

Inadequate and inequitable funding patterns characterize current need

• Planning
• Management
• Funding
• Accountability

16. Modernization funds fell short

• Modernization = $11 billion ($2.30 square foot/year)
• Deferred Maintenance = $3/1 billion ($.66 square foot/year)
• Total State Funds = $3 square foot/year
• Industry standard for capital renewals = $7 - $15 square foot/year

17. Estimating K-12 Capital Needs

• New construction
  • Enrollment growth/crowding
  • Building replacement
• Modernization
  • For health, life-safety, and ADA
  • For educational program delivery
• Capital renewals
  • scheduled replacement or restoration (2-4%)

18. Estimating Needs

$117 billion to ensure safe, modern, equitable, and sustainable learning environments for all students

Estimated total funding needs for California K-12 facilities 2013-2023

• Capital renewals of facility systems, components, and finishes - $53 billion
• New construction and building replacements - $36 billion
• Modernizations of existing buildings - $28 billion

19. Chart of Capital outlay categories and cost of each

20. Challenges

Weak accountability for high-value return

21. Recommendations: Leveraging the State Role

1. Establish state vision and master plan
2. Promote local intergovernmental planning
3. Assemble needed information
4. Review and update California Code of Regulations, Title 5
5. Set funding priorities
6. Establish state funding of capital renewals
7. Identify multiple revenue sources
8. Improve public accountability

22. Harnessing Efficiencies and Benefits

Three levers:

1. Policy reforms
2. Process innovations
3. Technology tools

23. Adopt vision and master plan

1. K-12 on Strategic Growth Council

24. Promote local inter-agency planning

1. Include K-12 in Senate Bill 375, etc.
2. Require standards-based local educational agency master plans
3. Provide guidance for local joint planning
4. Set minimum green building criteria
5. Use CEQA strategically

25. Assemble information to be strategic and prioritize

1. Develop inventory and assessment tool

26. Review and update California Code of Regulations, Title 5

1. Statewide comparison of schools
2. Supports sustainable communities

27. Set priorities to remedy inadequate facilities and support new construction

1. Identify state-level need
2. Establish criteria for ranking
3. Bring all schools to minimum level
4. Develop transparent funding formula

28. Establish capital renewals funding

1. Shift from reactive to proactive approach

29. Identify multiple revenue sources

1. Consider statewide special tax
2. Public/private partnership legislation
3. Periodic bond use

30. Improve accountability

1. Produce annual report
2. Inter-agency information system
3. School Facilities Program Citizens' Oversight Committee
4. Maintain Implementation Committee
5. Streamline approval processes
6. Support technology tools

31. Center for Cities and Schools, University of California Berkeley

Jeff Vincent, PhD, jvincent@berkeley.edu

32. State by State Policy Review

Chart of all states