SCHOOL DISTRICT 535 REVIEW AND COMMENT...Pursuant to M.S. 123B.71, Subd. 9, the School Bo ard, Superintendent, staff and communities of Independent School District No. 535 (Rochester

SCHOOL DISTRICT 535REVIEW AND COMMENT

AUGUST 19, 2019

Business Services | 615 7th St. SW, Rochester, MN 55902-2052 | 507.328.4210

August 19, 2019 Mary Cathryn Ricker, Commissioner

Minnesota Department of Education

1500 Highway 36 West

Roseville, MN 55113

Dear Commissioner Ricker:

Pursuant to M.S. 123B.71, Subd. 9, the School Board, Superintendent, staff and communities of Independent School District No. 535 (Rochester Public Schools) are pleased to submit the following proposal for review by the Minnesota Department of Education (MDE).

ISD 535 proposes to utilize General Obligation Bonds to address overcrowding in our elementary and middle schools, improve school safety and security, and improve educational support spaces at the middle and high schools. Contingent upon a favorable review by MDE, the District proposes an election with two questions.

The ballot language is as follows:

School District Question 1

Approval of School Building Bonds

Elementary/Middle Schools; Auditoriums; Security

Shall the board of Independent School District No. 535 (Rochester), Minnesota be authorized to issue general obligation school building bonds in an amount not to exceed $171,400,000 for acquisition and betterment of school sites and facilities, including reconstruction of Bishop and Longfellow elementary schools, construction of a new elementary school and a new middle school, security upgrades at all school buildings, auditorium upgrades at all three high schools, and land acquisition?

OVERVIEW

SCHOOL BOARD:Don Barlow, ChairDeborah Seelinger, Vice ChairCathy Nathan, ClerkMark Schleusner, TreasurerMelissa Amundsen, DirectorJean Marvin, DirectorJulie Workman, DirectorAnne Becker, Past Board MemberGary Smith, Past Board Member

FACILITY PLANNING TEAM:RPS CabinetLHB, Inc.CRW ArchitectureCooperative Strategies, LLCSchool PerceptionsFacilities Task Force MembersEhlers, Inc.

PREPARED BY, ON BEHALF OF THE DISTRICT:

Kevin C. Holm AIALHB, [email protected]

DISTRICT INFORMATIONIndependent School District # 535Rochester Public Schools (RPS)615 - 7th Street SouthwestRochester, Minnesota 55902https://www.rochesterschools.org/

SUPERINTENDENT: Michael Muñ[email protected]

mailto:Kevin.Holm%40LHBcorp.com?subject=

https://www.rochesterschools.org/

mailto:mimunoz%40rochester.k12.mn.us?subject=

ISD 535 REVIEW & COMMENT

1. GEOGRAPHIC AREA AND POPULATION PAGE 1

2. EXISTING SCHOOL FACILITIES PAGE 3

3. SPECIFIC DEFICIENCIES PAGE 11

4. PROJECT DESCRIPTION PAGE 15

5. PROJECT FINANCING PAGE 39

6. DOCUMENTATION PAGE 53

APPENDIX PAGE 57

TABLE OF CONTENTS

ISD 535 REVIEW & COMMENT | PAGE 1 1. GEOGRAPHIC AREA AND POPULATION

1. GEOGRAPHIC AREA AND POPULATION

1A. THE GEOGRAPHIC AREA SERVED BY ISD 535

Rochester Public Schools, ISD 535 is a high-performing district located in Southeastern Minnesota and spans 218 square miles.

With a student population of over 18,000 students, the District includes (17) elementary schools, (4) middle schools, (3) high schools, and (1) alternative learning center.

For a listing of School Programs within this School District please go to Page 2

Public School District Attendance Areas and Educational Facility Locations

SY2015-2016 Map 1 of 1

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MinneolaTownship

West AlbanyTownshipGillford

Township

ChesterTownshipZumbrota

Township

RoscoeTownship

HighlandTownship

OakwoodTownship

Hyde ParkTownship

MazeppaTownship

ZumbroTownship

Pine IslandTownship

PlainviewTownship

MiltonTownship Elgin

Township

FarmingtonTownship

New HavenTownship

OronocoTownship

QuincyTownship

ViolaTownship

HaverhillTownship

MantorvilleTownship Kalmar

TownshipCascade

Township

DoverTownship

EyotaTownship

MarionTownship

CanisteoTownship

SalemTownship Rochester

Township

ElmiraTownship

OrionTownship

PleasantGrove

Township

High ForestTownshipVernon

TownshipRock DellTownship

Chatfield TownshipJordan TownshipSumner Township

Hayfield

Kasson-Mantorville

Chatfield

PineIsland

Byron

Dover-Eyota

Stewartville

Wabasha-Kellogg

LakeCity

Triton

Kenyon-Wanamingo

Zumbrota-Mazeppa

Plainview-Elgin-

Millville

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"!)144

"!)109

"!)125

"!)27

"!)120

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"!)13

"!)54

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"!)118

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"!)121

"!)73

"!)56

"!)143

"!)115

"!)3

"!)104

"!)149

"!)140

"!)B

"!)26

"!)155

"!)147

"!)72

"!)57

"!)138

"!)116"!)19

"!)74

"!)1

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"!)123

"!)156

"!)112

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"!)31

"!)28

"!)127

"!)108

"!)126

"!)101

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Zumbrota

Zumbro Falls

Millville

Hammond

Plainview

Oronoco

Elgin

Kasson

Byron

Eyota

Stewartville

Chatfield

Mazeppa

Pine Island

Mantorville

Rochester

BYRON

JOHN ADAMS

KELLOGG

WILLOW CREEK

BYRON

CENTURY

JOHN MARSHALL

MAYO

BAMBER VALLEY

BEN FRANKLIN

BYRON

CHURCHILL & HOOVER

ELTON HILLS

FOLWELL

GAGE

GEORGE GIBBS

HARRIET BISHOP

JEFFERSON

PINEWOOD

RIVERSIDE CENTRAL

SUNSET TERRACE

Early Childhood YearRound

Project SearchMayoClinic

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After SchoolAcademy

RochesterECA

Pre School HCP

Rochester ESY

ALC SummerCredit Recovery

Summer Elem

Care &Treatment

Campus School

Middle SchoolSummer Academy

Rochester TS

Rochester Academy-RAIL

HawthorneEducation Center

Rochester CC/TC

Crossroads College MinnesotaBible College

Hiawatha Adult Home

HiawathaChildrens Home

Credit Recovery

Rochester ALC

SoutheastLibrary System

SELCO SoutheasternLibraries Coop

U of M Rochester

Southeast Service Coop

Zumbro ValleyCrisis Unit

Von WaldShelter

WorkforceDevelopment Inc.

ECSU Region 10

RochesterPhoenix Academy

LongfellowAS Academy

EC@ESCPrairieCare

Rochester Public Library

CenturyALC

Mayo ALC

John Marshall ALC

John Adams ALC

WillowCreek ALC

Northrup ECFE

JohnMarshall ALC

John MarshallHigh

CenturyHigh

Victory ChristianAcademy

Rochester PentecostalSt. Francis

Lourdes

St. John

St.Pius X

RochesterCentral Lutheran

SchaefferAcademy

Resurrection Lutheran

HolySpirit

Rochester Arts &Sciences Academy

Rochester Catholic Schools

Kingdom Kids

Seeds of Wisdom

RochesterMontessori

Faith Christian

Ambassador Academy

TransformED

Rochester Math &Science Academy

Rochester Off Campus High

RochesterSTEM Academy

Rochester Beacon Academy

Willow CreekMiddle

Kellogg Middle

John Adams Middle

Friedell Middle

Ben Franklin ElemPinewood Elem

Bamber Valley ElemMontessori at Franklin

Longfellow Choice

Lincoln K-8 Choice

FolwellElem

Riverside Central Elem

Harriet Bishop Elem

Washington ElemJefferson Elem

George Gibbs Elem

WinstonChurchill Elem

HerbertHoover Elem

Elton Hills Elem

Gage Elem

SunsetTerrace Elem

1

Public School Attendance AreasElementary School Attendance Area

Middle School Attendance Area

High School Attendance Area

ELEM

MIDDHIGH

Other FeaturesInterstate Highway

U.S. Highway

State Highway

County Highway

Road/Street

Railroad

Lake/Pond

Stream

Minor Civil Division(Cities, Townships and Unorganized areas)Public Land Survey Township / Range

Public Land Survey Section

3

3

4

2

2

2

2

2

3

5

5

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Æÿ200

Æ·18

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Main Street

Public School DistrictsSchool District

Adjacent School District

1

INSET - SEE MAP 2 OF 2 (if applicable)

Rochester 535

Lake ofthe Woods

Kittson Roseau

Koochiching

St.Louis

Marshall

Beltrami

Cook

Polk

Pennington

LakeClearwater

Red Lake

ItascaNorman

Mahnomen

CassHubbardClay Becker

AitkinWadena Crow

Wing

Carlton

OtterTail

Wilkin

PineToddMorrison

MilleLacs

Kanabec

Grant Douglas

TraverseBenton

Stevens PopeStearns Isanti

Chisago

BigStone Sherburne

Swift

Kandiyohi WrightAnoka

MeekerLac QuiParle

Washington

HennepinChippewaRamsey

McLeod CarverYellowMedicine

DakotaRenville

ScottSibley

Redwood GoodhueLincoln Lyon LeSueur Rice

BrownNicollet

Wabasha

BlueEarth

Pipestone Murray Cottonwood WinonaWaseca

Steele

Dodge OlmstedWatonwan

Rock Nobles Jackson Martin HoustonFaribault FillmoreFreeborn Mower

School District Locationin Minnesota

Public Educational Facilities or Programs 1

Elementary school

Middle / Junior high school

High / Secondary school

School District Office

n

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#

Non-Public school

Public Charter school

$Other School Program (examples) - Area Learning Center (ALC) - Area Learning Program (ALP) - Targeted Services - College/University - Correctional - Secondary Education

LegendSchool DistrictCounty Boundary

1 : 56,090

µData Sources:1. Minnesota Department of Education, IT Division (2015)

2. Metropolitan Council (2010) Minnesota Department of Transportation (2004)

3. Minnesota Geospatial Information Office

4. U.S. Bureau of the Census, Minnesota Legislative GIS Office (modified to include annexations files with Municipal Board through May 2003)

5. Minnesota Department of Natural Resources

Special Note:The school district boundary appearing on this map do not necessarily represent the legal boundary of the district. It is a generalization of boundaries drawn on maps in the late 1980's by county official's and modified by the U.S. Bureau of the Census, most recently for Census 2010. Since 2005, district boundary's have been modified by the Dept. of Education based on completed County Parcel information. Please contact your county auditor or assessor to obtain an accurate legal description of the boundary.

Liability Statement:The Minnesota Department of Education does not warranty the results you may obtainby using this map. This map is provided without express or implied warranties, including warranties of merchantability and fitness. In no event will MDE be liable for any consequential, incidental or special damages, including any lost profits or lost savings, even if an MDE representative has been advised of the possibility of such damages or any other claim by any third party. Map Created: November 2015

For further assistance with this map, contact:

Scott Freburg [email protected] Stark [email protected]

MN Department of EducationMN.IT @ Education1500 Highway 36 WestRoseville, MN 55113

For a listing of School Programs within this School District please go to Page 2

Public School District Attendance Areas and Educational Facility Locations

SY2015-2016 Map 1 of 1

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GlasgowTownship

MinneolaTownship

West AlbanyTownshipGillford

Township

ChesterTownshipZumbrota

Township

RoscoeTownship

HighlandTownship

OakwoodTownship

Hyde ParkTownship

MazeppaTownship

ZumbroTownship

Pine IslandTownship

PlainviewTownship

MiltonTownship Elgin

Township

FarmingtonTownship

New HavenTownship

OronocoTownship

QuincyTownship

ViolaTownship

HaverhillTownship

MantorvilleTownship Kalmar

TownshipCascade

Township

DoverTownship

EyotaTownship

MarionTownship

CanisteoTownship

SalemTownship Rochester

Township

ElmiraTownship

OrionTownship

PleasantGrove

Township

High ForestTownshipVernon

TownshipRock DellTownship

Chatfield TownshipJordan TownshipSumner Township

Hayfield

Kasson-Mantorville

Chatfield

PineIsland

Byron

Dover-Eyota

Stewartville

Wabasha-Kellogg

LakeCity

Triton

Kenyon-Wanamingo

Zumbrota-Mazeppa

Plainview-Elgin-

Millville

"!)106

"!)144

"!)109

"!)125

"!)27

"!)120

"!)K

"!)133

"!)50

"!)145

"!)36

"!)62

"!)9

"!)34

"!)134

"!)89

"!)35

"!)67

"!)142

"!)146

"!)13

"!)54

"!)71

"!)118

"!)16

"!)121

"!)73

"!)56

"!)143

"!)115

"!)3

"!)104

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"!)B

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"!)155

"!)147

"!)72

"!)57

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"!)112

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"!)28

"!)127

"!)108

"!)126

"!)101

"!)136

"!)6

"!)24

"!)105

"!)8

"!)132

"!)4

"!)80

"!)86

"!)124

"!)D

"!)107

"!)V

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"!)7

"!)14

"!)22

"!)12

"!)5

"!)38

"!)113

"!)10

"!)131

"!)103

"!)32

"!)90

"!)111

"!)69

"!)15

"!)119

"!)128

"!)148

"!)83

"!)21

"!)79

"!)110

"!)55

"!)117

"!)11

"!)150

"!)70

"!)137

"!)23

"!)25

"!)154

"!)43

"!)129

"!)2

"!)139

"!)102

"!)68

")57

")58

")30

")60

")74

")247

")42

£¤52

£¤63

£¤14

§̈¦90

Zumbrota

Zumbro Falls

Millville

Hammond

Plainview

Oronoco

Elgin

Kasson

Byron

Eyota

Stewartville

Chatfield

Mazeppa

Pine Island

Mantorville

Rochester

BYRON

JOHN ADAMS

KELLOGG

WILLOW CREEK

BYRON

CENTURY

JOHN MARSHALL

MAYO

BAMBER VALLEY

BEN FRANKLIN

BYRON

CHURCHILL & HOOVER

ELTON HILLS

FOLWELL

GAGE

GEORGE GIBBS

HARRIET BISHOP

JEFFERSON

PINEWOOD

RIVERSIDE CENTRAL

SUNSET TERRACE

Early Childhood YearRound

Project SearchMayoClinic

3136

31

36 31363136

3136

616 6111 6

6

1

31363136313631

3636 31

616 611

61

61

31363136313636 3136

31

616161611 6

3136313631

3636

31

3631

6161

61

1 61 6

31363136

3136313636 31

6161616161

3136

31

363136313636 31

61 61616161

After SchoolAcademy

RochesterECA

Pre School HCP

Rochester ESY

ALC SummerCredit Recovery

Summer Elem

Care &Treatment

Campus School

Middle SchoolSummer Academy

Rochester TS

Rochester Academy-RAIL

HawthorneEducation Center

Rochester CC/TC

Crossroads College MinnesotaBible College

Hiawatha Adult Home

HiawathaChildrens Home

Credit Recovery

Rochester ALC

SoutheastLibrary System

SELCO SoutheasternLibraries Coop

U of M Rochester

Southeast Service Coop

Zumbro ValleyCrisis Unit

Von WaldShelter

WorkforceDevelopment Inc.

ECSU Region 10

RochesterPhoenix Academy

LongfellowAS Academy

EC@ESCPrairieCare

Rochester Public Library

CenturyALC

Mayo ALC

John Marshall ALC

John Adams ALC

WillowCreek ALC

Northrup ECFE

JohnMarshall ALC

John MarshallHigh

CenturyHigh

Victory ChristianAcademy

Rochester PentecostalSt. Francis

Lourdes

St. John

St.Pius X

RochesterCentral Lutheran

SchaefferAcademy

Resurrection Lutheran

HolySpirit

Rochester Arts &Sciences Academy

Rochester Catholic Schools

Kingdom Kids

Seeds of Wisdom

RochesterMontessori

Faith Christian

Ambassador Academy

TransformED

Rochester Math &Science Academy

Rochester Off Campus High

RochesterSTEM Academy

Rochester Beacon Academy

Willow CreekMiddle

Kellogg Middle

John Adams Middle

Friedell Middle

Ben Franklin ElemPinewood Elem

Bamber Valley ElemMontessori at Franklin

Longfellow Choice

Lincoln K-8 Choice

FolwellElem

Riverside Central Elem

Harriet Bishop Elem

Washington ElemJefferson Elem

George Gibbs Elem

WinstonChurchill Elem

HerbertHoover Elem

Elton Hills Elem

Gage Elem

SunsetTerrace Elem

1

Public School Attendance AreasElementary School Attendance Area

Middle School Attendance Area

High School Attendance Area

ELEM

MIDDHIGH

Other FeaturesInterstate Highway

U.S. Highway

State Highway

County Highway

Road/Street

Railroad

Lake/Pond

Stream

Minor Civil Division(Cities, Townships and Unorganized areas)Public Land Survey Township / Range

Public Land Survey Section

3

3

4

2

2

2

2

2

3

5

5

§̈¦94

Æÿ200

Æ·18

(/61

Main Street

Public School DistrictsSchool District

Adjacent School District

1

INSET - SEE MAP 2 OF 2 (if applicable)

Rochester 535

Lake ofthe Woods

Kittson Roseau

Koochiching

St.Louis

Marshall

Beltrami

Cook

Polk

Pennington

LakeClearwater

Red Lake

ItascaNorman

Mahnomen

CassHubbardClay Becker

AitkinWadena Crow

Wing

Carlton

OtterTail

Wilkin

PineToddMorrison

MilleLacs

Kanabec

Grant Douglas

TraverseBenton

Stevens PopeStearns Isanti

Chisago

BigStone Sherburne

Swift

Kandiyohi WrightAnoka

MeekerLac QuiParle

Washington

HennepinChippewaRamsey

McLeod CarverYellowMedicine

DakotaRenville

ScottSibley

Redwood GoodhueLincoln Lyon LeSueur Rice

BrownNicollet

Wabasha

BlueEarth

Pipestone Murray Cottonwood WinonaWaseca

Steele

Dodge OlmstedWatonwan

Rock Nobles Jackson Martin HoustonFaribault FillmoreFreeborn Mower

School District Locationin Minnesota

Public Educational Facilities or Programs 1

Elementary school

Middle / Junior high school

High / Secondary school

School District Office

n

n

n

c"

#

Non-Public school

Public Charter school

$Other School Program (examples) - Area Learning Center (ALC) - Area Learning Program (ALP) - Targeted Services - College/University - Correctional - Secondary Education

LegendSchool DistrictCounty Boundary

1 : 56,090

µData Sources:1. Minnesota Department of Education, IT Division (2015)

2. Metropolitan Council (2010) Minnesota Department of Transportation (2004)

3. Minnesota Geospatial Information Office

4. U.S. Bureau of the Census, Minnesota Legislative GIS Office (modified to include annexations files with Municipal Board through May 2003)

5. Minnesota Department of Natural Resources

Special Note:The school district boundary appearing on this map do not necessarily represent the legal boundary of the district. It is a generalization of boundaries drawn on maps in the late 1980's by county official's and modified by the U.S. Bureau of the Census, most recently for Census 2010. Since 2005, district boundary's have been modified by the Dept. of Education based on completed County Parcel information. Please contact your county auditor or assessor to obtain an accurate legal description of the boundary.

Liability Statement:The Minnesota Department of Education does not warranty the results you may obtainby using this map. This map is provided without express or implied warranties, including warranties of merchantability and fitness. In no event will MDE be liable for any consequential, incidental or special damages, including any lost profits or lost savings, even if an MDE representative has been advised of the possibility of such damages or any other claim by any third party. Map Created: November 2015

For further assistance with this map, contact:

Scott Freburg [email protected] Stark [email protected]

MN Department of EducationMN.IT @ Education1500 Highway 36 WestRoseville, MN 55113

PAGE 2 | ISD 535 REVIEW & COMMENT 1. GEOGRAPHIC AREA AND POPULATION

1B. FIVE YEARS HISTORICAL AND FIVE YEARS OF PROJECTED ENROLLMENTS

Rochester Public Schools has reached its capacity at elementary and middle school levels. The historical enrollment data and projected growth requires action to increase capacity.

From the 2014/2015 to 2018/2019 school years, the District saw an overall 5.5% growth. As indicated in the Enrollment Projections Report provided in the Appendix, the District has taken a conservative approach for the next five years and is projecting a 2.7% growth which is based on approximately 60% of the county births five-years prior. These conservative measures for projections do not account for growth related to the Destination Medical Center (DMC) initiatives.

Refer to the Appendix for the full housing study and projected growth.

ISD 535 REVIEW & COMMENT | PAGE 32. EXISTING SCHOOL FACILITIES

2. EXISTING SCHOOL FACILITIES

2A. LIST OF SCHOOL BUILDING AND SITE DATA

2B. LIST OF TRADITIONAL EDUCATIONAL BUILDINGS AND THE GRADES SERVED

ELEMENTARY SCHOOLSBAMBER VALLEY ELEMENTARY SCHOOL GRADES: K-5

Address: 2001 Bamber Valley Road SWSite Area: 28.3 AcresYear(s) Constructed:

1958 Original Building 7,659 SF1961 Addition 7,753 SF1966 Addition 14,090 SF1989 Addition 61,672 SF2003 Addition 276 SFTotal Building SF: 91,450 SF

BISHOP ELEMENTARY SCHOOL GRADES: K-5

Address: 406 36 Ave NWSite Area: 9.6 AcresYear(s) Constructed:

1959 Original Building 30,841 SF1963 Addition 19,583 SFTotal Building SF: 50,424 SF

CHURCHILL ELEMENTARY SCHOOL GRADES: K-2

Address: 2240 7 Ave NESite Area: 8.1 AcresYear(s) Constructed:

1968 Original Building 33,537 SFTotal Building SF: 33,537 SF

ELTON HILLS ELEMENTARY SCHOOL GRADES: K-5

Address: 1421 Elton Hills Dr NWSite Area: 8.9 AcresYear(s) Constructed:


FOLWELL ELEMENTARY SCHOOL GRADES: K-5

Address: 603 15 Ave SWSite Area: 3.2 AcresYear(s) Constructed:

Construction dates not available Total Building SF: 34,046 SF

FRANKLIN ELEMENTARY SCHOOL MONTESSORI AT FRANKLIN IS A SCHOOL WITHIN (DWO) GRADES: K-5

Address: 1801 9th Ave SESite Area: 12.2 AcresYear(s) Constructed:

1969 Original Building 38,736 SF1990 Addition 63,367 SF2014 Addition 1,309 SFTotal Building SF: 103,412 SF

* DWO (DISTRICT-WIDE OPTION): OPEN ENROLLMENT FOR ALL STUDENTS

PAGE 4 | ISD 535 REVIEW & COMMENT2. EXISTING SCHOOL FACILITIES

GAGE ELEMENTARY SCHOOL SPANISH IMMERSION PROGRAM (DWO) GRADES: K-5

Address: 1300 40 St NWSite Area: 14.4 AcresYear(s) Constructed:


GIBBS ELEMENTARY SCHOOL GRADES: K-5



HOOVER ELEMENTARY SCHOOL GRADES: 3-5

Address: 369 Elton Hills Drive NWSite Area: 9.8 AcresYear(s) Constructed:





JEFFERSON ELEMENTARY SCHOOL GRADES: K-5

Address: 1201 10 Ave NESite Area: 8 AcresYear(s) Constructed:

1950 Original Building 45,870 SF1957 Addition 15,462 SF1960 Addition 16,512 SF1993 Addition 5,750 SF1998 Addition 6,964 SFTotal Building SF: 90,558 SF

LONGFELLOW 45/15 SCHOOL (DWO) GRADES: K-5

Address: 1615 Marion Rd SESite Area: 5.8 AcresYear(s) Constructed:

1950 Original Building 6,134 SF1954 Addition 4,185 SF1959 Addition 13,858 SF1963 Addition 5,439 SF2001 Addition 6,295 SF2010 Addition 8,076 SFTotal Building SF: 43,987 SF

PINEWOOD ELEMENTARY SCHOOL GRADES: K-5

Address: 1900 Pinewood Rd SESite Area: 7.9 AcresYear(s) Constructed:

1957 Original Building 3,261 SF1960 Addition 4,191 SF1963 Addition 6,001 SF1964 Addition 16,911 SF1988 Addition 349 SFOther Construction 3,086 SFTotal Building SF: 33,799 SF

RIVERSIDE CENTRAL ELEMENTARY SCHOOL GRADES: K-5

Address: 506 5 Ave SESite Area: 6.1 AcresYear(s) Constructed:


SUNSET TERRACE ELEMENTARY SCHOOL GRADES: K-5



WASHINGTON ELEMENTARY SCHOOL (DWO) GRADES: K-5




PAGE 6 | ISD 535 REVIEW & COMMENT2. EXISTING SCHOOL FACILITIES

K-8 SCHOOLS

LINCOLN K-8 SCHOOL (DWO) GRADES: K-8

Address: 1122 8 Ave SESite Area: 4 AcresYear(s) Constructed:

Construction dates not available Total Building SF: 52,089 SF

MIDDLE SCHOOLS

FRIEDELL MIDDLE SCHOOL (DWO) GRADES: 6-8

Address: 1200 South BroadwaySite Area: 3.0 AcresYear(s) Constructed:


JOHN ADAMS MIDDLE SCHOOL GRADES: 6-8



KELLOGG MIDDLE SCHOOL GRADES: 6-8

Address: 503 17 St NESite Area: 20 AcresYear(s) Constructed:

1961 Original Building 11,784 SF1962 Addition 145,160 SF1989 Addition 30,495 SF2005 Addition 412 SF Total Building SF: 187,851 SF

WILLOW CREEK MIDDLE SCHOOL GRADES: 6-8

Address: 2425 11 Ave SESite Area: 20.1 AcresYear(s) Constructed:

1979 Original Building 189,076 SF2003 Addition 120 SF Total Building SF 189,196 SF




HIGH SCHOOLS

CENTURY HIGH SCHOOL GRADES: 9-12

Address: 2524 Viola Road NESite Area: 98.5 AcresYear(s) Constructed:

1996 Original Building 174,721 SF1997 Addition 111,834 SF1997 NVC Addition 49,325 SF2005 Addition 4,983 SF2011 NVC Addition 22,602 SF Total Building SF 363,465 SF

JOHN MARSHALL HIGH SCHOOL GRADES: 9-12


1956 Original Building 221,097 SF1958 Addition 64,100 SF1997 Addition 1,427 SF2006 Addition 49,942 SF2007 Addition 5,507 SF Total Building SF 342,083 SF

MAYO HIGH SCHOOL GRADES: 9-12

Address: 1420 11 Ave SESite Area: 49.8 Acres

Year(s) Constructed: 1966 Original Building 270,961 SF2002 Addition 65,887 SFTotal Building SF 336,848 SF

2C. AVAILABILITY OF ALTERNATIVE FACILITIES

All alternative facilities below have either been re-purposed or are not conducive to education. The cost to renovate existing facilities would exceed the 60% of remodel versus building new.

ADDITIONAL FACILITIES

EDUCATIONAL SERVICE CENTER (ESC)

Address: 334 16th St SESite Area: 2.4 AcresYear(s) Constructed:

1967 Original Building 50,560 SFTotal Building SF 50,560 SF

FACILITIES SERVICES CENTER

Address: 3935 Highway 14 EastYear(s) Constructed:

1970 Original Building 57,425 SF1996 Addition 225 SFTotal Building SF 57,653 SF

HAWTHORNE EDUCATION CENTER

Address: 700 4th Ave SESite Area: 1.8 Acres Year(s) Constructed:

1917 Original Building 15,653 SF1928 Addition 9,388 SF1938 Addition 14,571 SF1964 Addition 8,303 SF2002 Addition 916 SFTotal Building SF 48,831 SF

PAGE 8 | ISD 535 REVIEW & COMMENT 3. SPECIFIC DEFICIENCIES

HOOVER EARLY LEARNING SCHOOL

Address: 369 Elton Hills Drive NWSite Area: 9.8 AcresYear(s) Constructed:


MIGHTY OAKS EARLY LEARNING SCHOOL


1953 Original Building 3,772 SF1959 Addition 9,272 SF1966 Addition 10,916 SF1980 Garages 2,244 SFTotal Building SF 26,204 SF

NORTHROP EDUCATION CENTER

Address: 201 8th St NWSite Area: 1.8 AcresYear(s) Constructed:

1915 Original Building 18,550 SF1935 Addition 15,248 SF2000 Addition 13,201 SF2001 Garage 586 SFTotal Building SF 47,585 SF

PHOENIX ACADEMY

Address: 334 16th Street SESite Area: 2.4 AcresYear(s) Constructed:


ROCHESTER ACADEMY FOR INDEPENDENT LIVING

Address: 334 16th St SESite Area: 2.4 AcresYear(s) Constructed:


ROCHESTER ALTERNATIVE LEARNING CENTER

Address: 37 Woodlake Drive SEYear(s) Constructed:

2006 Original Building 56,396 SF

SKYLINE STORAGE FACILITY


1957 Original Building 7,505 SFGarage Addition 3,264 SFTotal Building SF 10,769 SF

TECHNOLOGY SERVICE & SUPPORT CENTER (TSSC)





THOMAS EDISON ADMINISTRATIVE BUILDING

Address: 615 7th St SWSite Area: 2.7 AcresYear(s) Constructed:

1915 Original Building 14,874 SF1950 Addition 8,521 SF1957 Addition 12,252 SF1971 Addition 517 SFTotal Building SF 36,164 SF

COMMUNITY

COMMUNITY EDUCATION

A. Early Childhood Family Services: PAIIR, Early Childhood Screening, Family Literacy

B. Rochester Public Schools PreschoolC. Child Care: Preschool Age Child Care (PACC)

and School Age Child Care (SACC)D. Enrichment Programming for Preschool,

Youth, Adults, and Adults with Exceptional Abilities

E. Adult Literacy Programming including Adult Basic Education, Bridges to Careers, Citizenship, Computer Literacy, English as a Second Language, GED, and Adult Diploma

F. Facility Reservations

ISD 535 REVIEW & COMMENT | PAGE 11 3. SPECIFIC DEFICIENCIES

3. SPECIFIC DEFICIENCIES

3A. DEMONSTRATING THE NEED FOR A NEW OR REMODELED FACILITY

REFERENDUM QUESTION 1: The District is currently operating near capacity and in just five years, enrollment in the District has increased by more than 1,000 students. The District will experience significant housing development over the next five years, including an additional 4,000–6,000 multi-and-single-family units. As a result, enrollment is projected to increase by over 1,200 students.

Based on enrollment projections, the District will be operating over capacity at the elementary and middle school levels within two years. This will require additional classroom space.

The safety of students and staff is a top priority. Some schools’ main entrances need to be redesigned to better monitor and control visitor access. Many schools’ door locking systems also need to be updated to remotely monitor all entrances, and emergency alarm systems need to be replaced to meet Americans with Disabilities Act (ADA) code requirements.

REFERENDUM QUESTION 2: The swimming pools at the District’s middle schools are all in need of significant updates and are too small to serve as competition pools. Century High School is the only high school in the District without a competition swimming pool. The diving well at Mayo High School’s does not meet code depth requirements.

By taking the three pools offline at each middle school, we reduce the 10-year LTFM by $890,616. The work included at Mayo will reduce another $60,000 of the 10-year LTFM.

3B. THE PROCESS USED TO DETERMINE THE DEFICIENCIES

In 2016, Rochester Public Schools hired LHB, Inc. to complete a full facilities assessment, providing an overall understanding of building deficiencies. With the increase of enrollment projections and continued growth, Rochester Public Schools hired a team of consultants in May 2018 to help lead a Facilities Task Force. The Task Force was made up of parents, business leaders, community members, school board members, and District staff with the additional support of other consultants. The Task Force reviewed housing studies, growth impacts, and the District’s long-term facilities maintenance plans. The Task Force developed a plan to address overcrowding in elementary and middle schools, increase school safety, and improve educational support spaces at the middle and high schools. Other important goals that have been considered include walkability, transportation costs, and demographics which were completed by Cooperative Strategies.

In February 2019, the District distributed a facilities needs survey to more than 57,000 residents within the District. School Perceptions, a professional survey company, administered this survey. Residents had the option of completing the survey online or by paper with a self-addressed prepaid return envelope and more than 8,000 surveys were returned.

Results from the survey were presented to the School Board on March 5, 2019. The results of the survey showed that the community supports the base plan as well as the additional proposed projects equating up to $171.4 million. The School Board unanimously approved a special election for issuing general obligation school building bonds.

PAGE 12 | ISD 535 REVIEW & COMMENT 3. SPECIFIC DEFICIENCIES

3C. DEFICIENCIES THAT WILL AND WILL NOT BE ADDRESSED BY THE PROPOSED PROJECTS

Deficiencies being addressed for Question 1 approval include:

1. Reconstructing Bishop Elementary School- Improve traffic flow and site safety - Increase from 420 student capacity to 720- Eliminate $6 Million LTFM planned for IEQ and security upgrades- Two-story building to conserve green space- Improve safety and security

2. Reconstructing Longfellow Elementary School- Improve traffic flow and site safety- Increase from 360 student capacity to 720- Relocate for improved walkability and site size- Improve safety and security

3. Building a new elementary school in NW Rochester- 720 student capacity

4. Building a new middle school (location to be determined)

- 1200 student capacity

5. Purchasing land for future growth

6. Upgrading safety and security at all schools- $6.4 Million in upgrades

7. Upgrading all high school auditoriums with new lighting and sound systems

- Improve instruction- Reduce costs and leasing of equipment- Reduce backlog of LTFM

Deficiencies being addressed for Question 2 approval include:

1. New competitive pool at Century High School and deeper dive well at Mayo High School.

- Reduce District pool operating costs- Reduce backlog of LTFM- Re-purpose all middle school pools for other functions

Deficiencies not being addressed in this building bond include:

1. Site inequity at high school athletic fields2. NE Rochester capacity is not being increased3. IEQ and Energy Efficiency projects at middle and high schools

ISD 535 REVIEW & COMMENT | PAGE 13 3. SPECIFIC DEFICIENCIES

3. SPECIFIC DEFICIENCIES

3D. SPECIFIC BENEFITS THAT THE NEW OR RENOVATED FACILITY WILL PROVIDE TO STUDENTS, TEACHERS, AND COMMUNITY USERS SERVED

REFERENDUM QUESTION 1: New facilities will provide benefits for all students, teachers, and community users.

In addition to the new buildings reducing over-crowding, other benefits include the following; health and life safety improvements, safe and convenient access to the school, outdoor activity areas for students, flexible space design, and the multi-purpose use of spaces that can adapt to variety of learning environments and programs.

Renovated facilities support improvements to school entrances to meet current safety standards. Main entrances would be redesigned to better monitor and control visitor access. The schools’ locking systems would be updated to allow for remote monitoring of all access points and the emergency alarm system would be replaced to meet the Americans with Disabilities Act code requirements.

An upgrade to lighting and sound systems in all high school auditoriums would provide better quality and energy efficiency.

REFERENDUM QUESTION 2: All high schools would have competitive swimming pools available to students and the surrounding communities. Competitive swimmers would be able to train and practice at their own school. Closing the existing middle school pools would save annual operating costs, and middle school swimming curriculum could still take place at the high school pools. The District would re-purpose the space at the middle schools for other student-centered needs.

ISD 535 REVIEW & COMMENT | PAGE 15 4. PROJECT DESCRIPTION

4. PROJECT DESCRIPTION

QUESTION 1: Approval of School Building Bonds

Elementary/Middle Schools; Auditoriums; Security

Shall the board of Independent School District No. 535 (Rochester), Minnesota be authorized to issue general obligation school building bonds in an amount not to exceed $171,400,000 for acquisition and betterment of school sites and facilities, including reconstruction of Bishop and Longfellow elementary schools, construction of a new elementary school and a new middle school, security upgrades at all school buildings, auditorium upgrades at all three high schools, and land acquisition?

A further description of each project is included herein.1. Bishop Elementary School2. Longfellow Elementary School3. New Elementary School4. New Middle School5. Purchase Land for Additional Growth5. Upgrade Safety and Security at all Schools6. High School Auditorium Upgrades

QUESTION 2: Approval of School Building Bonds

Swimming Pool Construction and Upgrades

If School District Question 1 is approved, shall the board of Independent School District No. 535 (Rochester), Minnesota be authorized to issue general obligation school building bonds in an amount not to exceed $9,500,000 for acquisition and betterment of school sites and facilities, including the construction of a swimming pool at Century High School and upgrades to the existing swimming pool at Mayo High School?

A further description is included herein.1. Swimming Pool Construction and Upgrades - Add a pool at Century High School - Improve existing pool at Mayo High School - Decommission middle school pools and re-purpose spaces


BISHOP ELEMENTARY SCHOOL

4B. SQUARE FOOTAGE ALLOCATIONS: PROGRAMS

Total square footage shall be 96,168 square feet. A detailed program is provided in the Appendix.

4C. ESTIMATED EXPENDITURES FOR MAJOR PORTIONS OF THE PROJECT

This project is anticipated to cost $33,000,000. A detailed breakdown is provided in the Appendix.

4D. ESTIMATED CHANGES IN FACILITY OPERATING COSTS

Projected Base (720 Students) $4,500,000Title I $ 0 Total: $4,500,0002017-2018 (420 Students) $3,700,000 Net Increase: $ 800,000

Boundary modifications will generate an overall reduction in transportation miles and quantity of students bused. That final value will not be known until boundaries are drawn in fall of 2021. There is a reduction in LTFM and safety and security valuing over $6,000,000.

4E. DATES THE PROJECT WILL BEGIN AND BE COMPLETED

Design/Bidding: December 2019 - November 2020Construction: June 2021 - August 2022Deconstruction: June 2022

Harriet Bishop Elementary is currently operating at capacity and is in need of additional classrooms and other support spaces (kitchen, lunchroom, library, and gymnasium). In addition, major building systems (heating, plumbing, and electrical) are not energy efficient and are reaching the end of their life. The school also lacks proper air quality, insulation, acoustics, and daylight.

Due to the number of load-bearing walls and single-story design, remodeling and expanding the existing school is not an option. Therefore, the District is recommending tearing down and building a new two-story school to serve 720 students.

4A. SPECIFICATIONS OF SITE AND OUTDOOR SPACE ACREAGE

Bishop has an existing 9.6-acre site. The existing building is a single story structure built in the early 50s that serves around 420 students with approximately $5,595,500 in LTFM work. Due to the increased density and growth of the area, it was determined that a larger school in this site would be the best approach to serve the District and community needs. Although a 720 student elementary would calculate a site size of 17 acres by the MDE planning document, this site is ideally located when factoring in walking, diversity, and other key District metrics. We believe an efficient design would allow this larger facility to function better than the current 420 student facility. A two-story structure with good solar orientation and proper site planning to incorporate a bus loop that also functions as hard surface play area and event parking will allow enough site for green play space. Upon successful passing of the referendum, the District will also pursue some home purchases to facilitate better circulation and a slightly larger site for more flexibility in design.

406 - 36TH AVENUE NORTHWEST | ROCHESTER, MINNESOTA 55901


701 Washington Avenue North, Suite 200Minneapolis, Minnesota 55401P: 612.338.2029LHBcorp.com

Bishop Elementary School

6th Pl NW

36th Ave NW

4th Pl NW

5th St NW

36th Ave NW

ES Building2 Stories

Bus Drop OffParent Drop Off

Playground

Property Line

Property Lin

e

August 09, 2019

NORTH

HWY 22

Fire Access Road

Storm

Water

Storm

Water

BISHOP ELEMENTARY SCHOOL406 - 36TH AVENUE NORTHWEST | ROCHESTER, MINNESOTA 55901


LONGFELLOW ELEMENTARY SCHOOL






Projected Base (720 Students) $4,500,000Title I $ 300,000 Total: $4,800,0002017-2018 (360 Students) $2,800,000 Net Increase: $2,000,000

Boundary modifications will generate an overall reduction in transportation miles and quantity of students bused. That final value will not be known until boundaries are drawn in fall of 2021. There is a reduction in LTFM and safety and security valuing over $1,500,000.


Design/Bidding: December 2019 - November 2020Construction: June 2021 - August 2022Deconstruction: June 2022

Longfellow Elementary is currently operating at capacity and is in need of additional classrooms and other support spaces (kitchen, lunchroom, library, and gymnasium). In addition, major building systems (heating, plumbing, and electrical) are not energy efficient and are reaching the end of their life. The school also lacks proper air quality, insulation, acoustics, and daylight.

Due to the small site and number of load-bearing walls and single-story design, remodeling and expanding the existing school is not an option. Therefore, the District is recommending tearing down and building a new two-story school to serve 720 students.


Longfellow has an existing 5.8-acre site. The existing building is a single story structure built in the early 50s that serves approximately 360 students with approximately $3,474,933 in LTFM work. Due to the increased density and growth of the area it was determined that a larger school in this area would be the best approach to serve the District and community needs. Although a 720 student elementary would calculate a site size of 17 acres by the MDE planning document, this site is ideally located when factoring in walking, diversity and other key District metrics. The proposed site would be seven acres of District property with another 40 acres of city parkland adjacent to the property. A two or three-story structure with good solar orientation and proper site planning to incorporate a bus loop that also functions as hard surface play area and event parking will fit well. Upon successful passing of the referendum, the District is pursuing an additional 6 acres for more flexibility in design.

1615 MARION ROAD SOUTHEAST | ROCHESTER, MINNESOTA 55904



Longfellow Elementary School - Park & Private Property

Marlon Rd SE

20th St SE


Bus Drop Off Parent Drop Off

Playground

Prop

erty

Lin

e

Property Line

August 19, 2019

NORTH

Road Easement

Field240’ x 360’Field

240’ x 360’Field

240’ x 360’Field

240’ x 360’

Field240’ x 360’

Field240’ x 360’

Stormwater

Stormwater

Stormwater

Stormwater

Stormwater

LONGFELLOW ELEMENTARY SCHOOL1615 MARION ROAD SOUTHEAST | ROCHESTER, MINNESOTA 55904


NEW ELEMENTARY SCHOOL


The site size is 16 acres and the City will offer 16 acres of green space and park area.






Projected Base (720 Students) $4,500,000Title I $ 0 Total: $4,500,000

Boundary modifications will generate an overall reduction in transportation miles and quantity of students bussed. That final value will not be known until boundaries are drawn in fall of 2021.


Design/Bidding: December 2019 - November 2020Construction: April 2021 - August 2022

The District currently owns property known as the Schmidt Park area, just south of Overland Drive NW. This land is approximately 32 acres, with 16 acres owned by the District and 16 acres owned by the City of Rochester. The District and the City will collaborate to preserve green space and park area around the new elementary school area.

The new school would be two-stories and serve 720 students (kindergarten through grade 5) that includes:

A. Classrooms and support areas with flexible space for small group instruction, student collaboration, and project-based learning

B. A dedicated cafeteria, single-court gym, and stage for performances

C. Sufficient parking and proper separation of pedestrians and vehicle/bus traffic

D. Energy-efficient systems and natural lighting

ADDRESS TBD | ROCHESTER, MINNESOTA



NW Property - New Elementary School

Overland Dr NW

Granit

e Dr N

W

60th St NW

24th

Ave

NW

Granite

Dr NW

Flagstone Ln NW


Bus Drop Off Parent Drop Off

Storm Treatm

ent

Playground

23rd ave NW

Property Line

Property Line

August 09, 2019

NORTH

NEW ELEMENTARY SCHOOLADDRESS TBD | ROCHESTER, MINNESOTA


NEW MIDDLE SCHOOL


To be determined.




This project is anticipated to cost $62,000,000, plus the land cost. A detailed breakdown is provided in the Appendix.


Projected Base (1200 Students) $7,000,0002017-2018 (Average of Existing) $7,000,000

Final operational savings relative to the existing facilities will be identified when final curriculum and boundaries are defined based on student population in fall of 2021. Savings will range between $1 million and $4.5 million. Boundary modifications will generate an overall reduction in transportation miles and quantity of students bused. That final value will not be known until boundaries are drawn in fall of 2021.


Design/Bidding: December 2019 - November 2020Construction: April 2021 - August 2022

The new middle school would be a multi-story facility to serve 1,200 students (grades six through eight) and includes:

A. Classrooms and support areas with flexible space for small group instruction, student collaboration, and project-based learning

B. Modern labs/studios to support class offerings in science, art, engineering, design, and family & consumer education

C. A dedicated cafeteria, three-court gym, and auditorium

D. Sufficient parking and proper separation of pedestrians and vehicle/bus traffic

E. Energy-efficient systems and natural lighting The location for the new middle school is yet to be determined and the District is actively seeking a site.



PURCHASE LAND FOR ADDITIONAL GROWTH

The District is currently seeking property for additional educational facilities.


To be determined.


To be determined.


To be determined.


There are no physical structures to maintain therefore there will be no operating costs.


To be determined.



UPGRADE SAFETY AND SECURITY


Not Applicable.


Not Applicable.




Not Applicable.

4E. DATES THE PROJECT WILL BEGIN AND BE COMPLETEDWork for all schools will be complete over the course of two years. Phase One:Design/Bidding: December 2019 - March 2020Construction: June 2020 - September 2020

Phase Two:Design/Bidding: October 2020 - January 2021Construction: June 2021 - September 2021

The District has updated many of the school entrances to current safety standards. This project would redesign the main entrances at the remaining schools to better monitor and control visitor access. Once complete, visitors at all Rochester Public Schools will be routed through a school’s main office before gaining access to the rest of the school.

The schools’ door locking systems need to be updated to allow for remote monitoring of all access points. In addition, the emergency alarm systems need to be replaced to meet Americans with Disabilities Act (ADA) code requirements.


HIGH SCHOOL AUDITORIUM UPGRADES


Not Applicable.


No increase in square footage.




Negligible decrease in operating costs.

4E. DATES THE PROJECT WILL BEGIN AND BE COMPLETEDDesign/Bidding: December 2019 - March 2020Construction: June 2020 - August 2020

The lighting and sound systems in all three high schools are old, failing, and unable to meet the schools’ needs. As a result, the District is required to regularly rent equipment. Updated systems will provide better quality and energy efficiency.


SWIMMING POOL UPGRADES




Operational costs for question 2 regarding the pools will reduce operating costs as well as reducing planned LTFM work. Although the district does not directly track operational costs for the spaces the following values are based on average operational costs for pools and standard spaces. After converting the existing pools into standard spaces we assume $.50/sf at 11,000 sf which equates to operational costs of approximately $5,500 per year. The 3 existing pools operate at approximately $40K each per year and the new pool would operate at approximately $50 k per year due to being a much larger space and increase in water quantity. That equates to an approximate savings of $75,000 per year not including transportation and rental costs that the district currently incurs for events and some practices.

4E. DATES THE PROJECT WILL BEGIN AND BE COMPLETEDCentury High School:Design/Bidding: December 2019 - March 2020Construction: May 2020 - August 2020

Mayo High School:Design/Bidding: December 2019 - March 2020Construction: December 2020 - April 2021

John Adams, Willow and Kellogg Middle Schools:Design/Bidding: August 2020 - October 2020Construction: June 2021 - August 2021

The swimming pools at the District’s middle schools are all in need of significant updates and are too small to serve as competition pools. Century High School is the only high school in the District without a competition swimming pool, and the diving well at Mayo High School’s pool needs to be made deeper to meet code requirements.

The District is proposing:A. Closing the middle school pools to save money/

reduce annual operating costs and re-purpose the space

B. Building a competition pool at Century High School

C. Deepening the Mayo High School pool diving well

This project is contingent upon Question 1 passing.


Not Applicable.


No increase in square footage.

ISD 535 REVIEW & COMMENT | PAGE 39 5. PROJECT FINANCING

5. PROJECT FINANCING

5A. APPLICABLE STATUTORY CITATIONS

5B. SCHEDULE DATE FOR A BOND ISSUE OR SCHOOL BOARD ACTION

5C. SCHEDULE OF PAYMENTS, INCLUDING DEBT SERVICE EQUALIZATION AID

5D. THE EFFECT OF A BOND ISSUE ON LOCAL PROPERTY TAXES BY PROPERTY CLASS AND VALUATION

Rochester School District, ISD #535 proposes to obtain financing from the sale of General Obligation bonds. The School District would seek voter approval of two ballot questions on Tuesday, November 5, 2019, pursuant to Minnesota Statutes Chapter 475 which, if approved, would result in a $181,510,965 bond issue. The first question would total $171,400,000, and the second question $9,500,000. Costs of issuance are estimated at $555,625, plus an estimated underwriter’s discount of $1,809,000. The difference between the amount requested to be authorized by the voters (plus estimated interest earnings in the construction fund of $2,975,590) and estimated costs of issuing this debt (including underwriter’s discount) equals $181,510,965, the amount the District expects to need for construction projects.

Ehlers, Inc. has prepared the following schedules which have been included herein:

A. Estimated sources and uses of funds for the proposed bond issueB. Estimated debt payment structure for the anticipated bond issue and estimated annual debt service

property tax levies after accounting for the 105% levy requirement (the District does not qualify for debt service equalization aid)

C. An analysis of the estimated tax impact on various values of residential, commercial/industrial, apartment and residential non-homestead properties for the proposed bond issue

PAGE 40 | ISD 535 REVIEW & COMMENT 5. PROJECT FINANCING


PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT

Rochester School District No. 535 August 7, 2019Estimated Sources and Uses of FundsPossible General Obligation School Building BondsNovember 2019 Election

Question 1 Question 2 Total

Bond Amount $171,400,000 $9,500,000 $180,900,000Number of Years (Tax Levies) 20 20 20Dated 2/1/2020 2/1/2020 2/1/2020

Sources of FundsPar Amount $171,400,000 $9,500,000 $180,900,000Investment Earnings 1 2,819,173 156,417 2,975,590Total Sources $174,219,173 $9,656,417 $183,875,590

Uses of FundsAllowance for Discount Bidding 2 $1,714,000 $95,000 $1,809,000Legal and Fiscal Costs 3 535,650 19,975 555,625Net Available for Project Costs 171,969,523 9,541,442 181,510,965Total Uses $174,219,173 $9,656,417 $183,875,590

Deposit to Construction Fund $169,150,350 $9,385,025 $178,535,375

1

2

3

Estimated investment earnings are based on an average interest rate of 1.25%, and an average life of 16 months.

Includes fees for municipal advisor, bond counsel, rating agency, paying agent and county certificates.

The allowance for discount bidding is an estimate of the compensation taken by the underwriter who provides the lowest true interest cost as part of the competitive bidding process and purchases the bonds. Ehlers provides independent municipal advisory services as part of the bond sale process and is not an underwriting firm.

Sources Uses 19 RC Revised


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INFORMATION

ISSUED IN

REVIEW & COMMENT

8/19/19


PREL

IMIN

ARY

INFO

RM

ATIO

N -

FOR

REV

IEW

AN

D C

OM

MEN

T

Roc

hest

er S

choo

l Dis

tric

t No.

535

Estim

ated

Tax

Rat

es fo

r Cap

ital a

nd D

ebt S

ervi

ce L

evie

sEx

istin

g C

omm

itmen

ts a

nd P

ropo

sed

New

Deb

t

23 Y

ears

23 Y

ears

4.10

%4.

10%

Nov

embe

r 201

9 El

ectio

n$1

71,4

00,0

00 F

irst B

allo

t Que

stio

n20

Yea

r Bon

d, W

rapp

ed A

roun

d Ex

istin

g D

ebt

April

9, 2

019

- 5 10

15

20

25

30

Estimated Tax Rate

Year

Tax

es a

re P

ayab

le

Prop

osed

Vot

er A

ppro

ved

Bond

Futu

re F

M B

onds

Faci

litie

s M

aint

enan

ce G

ener

al F

und

Leas

e Le

vy

Exis

ting

Deb

t

Deb

tPla

n 19

RC

$17

1.4m

Q1

PRELIMINARY

INFORMATION

ISSUED IN

REVIEW & COMMENT

8/19/19


PREL

IMIN

ARY

INFO

RMAT

ION

- FO

R RE

VIEW

AND

CO

MM

ENT

Roch

este

r Sch

ool D

istr

ict N

o. 5

35Pr

elim

inar

y Fi

nanc

ing

Plan

for F

utur

e Fa

cilit

es P

roje

cts

(Vot

er A

ppro

ved

and

Faci

litie

s M

aint

enan

ce)

Prin

cipa

l Am

ount

:D

ated

Dat

e:Bo

nd T

erm

:Av

erag

e In

tere

st R

ate:

Levy

Pay

Fisc

alBu

ildin

gAl

t Fac

./FM

Leas

eEs

t. D

ebt

Net

Tax

Leas

eEs

t. D

ebt

Adju

sted

Est.

Deb

tAd

just

edAd

just

edO

ther

Net

Tax

Year

Year

($00

0s)

% C

hgBo

nds

Bond

s Pu

rch.

/CO

P 3Ex

cess

4Le

vyR

ate

Levy

5G

F R

even

ueAi

dPr

inci

pal

Inte

rest

Exce

ss 4

Deb

t Lev

yPr

inci

pal

Inte

rest

Exce

ss 4

Deb

t Lev

yD

ebt L

evy

Levie

sLe

vyR

ate

2018

2019

152,

634

7.

1%4,

412,

626

4,

497,

851

1,

419,

600

(7

25,0

36)

9,

605,

041

6.

29

3,26

1,97

4

5,00

0,00

0

(968

,669

)

- -

- -

- -

-

- 9,

605,

041

7,

293,

305

16

,898

,346

11

.07

20

1920

2016

4,52

9

7.8%

2,35

2,52

5

6,51

9,88

1

1,65

8,65

0

(215

,141

)

10,3

15,9

15

6.27

3,

263,

590

5,

608,

638

(7

16,9

61)

-

--

--

--

-

10,3

15,9

15

8,15

5,26

7

18,4

71,1

82

11.2

3

2020

2021

174,

401

6.

0%1,

276,

275

8,

098,

255

1,

637,

250

(6

00,9

53)

10

,410

,827

5.

97

2,52

2,55

2

4,30

0,00

0

(537

,664

)

- -

-

- 3,

700,

000

7,

236,

000

60

0,95

3

12,1

13,8

01

22,5

24,6

28

6,28

4,88

8

28,8

09,5

16

16.5

2

2021

2022

183,

121

5.

0%1,

272,

863

7,

832,

466

1,

638,

000

(4

21,8

54)

10

,321

,474

5.

64

2,52

0,57

5

5,27

0,00

0

(394

,066

)

- 1,

796,

667

6

-

-4,

825,

000

7,

088,

000

-

12,5

08,6

50

22,8

30,1

24

7,39

6,50

9

30,2

26,6

34

16.5

1

2022

2023

192,

277

5.

0%1,

272,

600

8,

278,

556

1,

658,

650

(4

09,7

40)

10

,800

,066

5.

62

2,53

2,17

1

4,05

0,00

0

(363

,410

)

100,

000

1,

540,

000

-

1,72

2,00

0

5,47

5,00

0

6,89

5,00

0

- 12

,988

,500

25

,510

,566

6,

218,

761

31

,729

,327

16

.50

20

2320

2419

8,04

6

3.0%

1,26

9,97

5

8,40

6,47

5

1,65

8,65

0

(429

,802

)

10,9

05,2

98

5.51

2,

511,

892

4,

640,

277

(2

98,8

71)

-

3,24

8,43

3

6-

1,61

2,80

0

6,01

0,00

0

6,67

6,00

0

(519

,540

)

13,3

20,3

00

25

,838

,398

6,

853,

298

32

,691

,695

16

.51

20

2420

2520

3,98

7

3.0%

1,26

4,98

8

8,54

4,49

6

1,65

8,65

0

(435

,440

)

11,0

32,6

93

5.41

2,

512,

039

3,

600,

000

(3

75,6

56)

25

,000

3,

003,

800

(6

4,51

2)

3,11

5,72

8

6,69

0,00

0

6,43

5,60

0

(532

,812

)

13,7

81,8

80

27

,930

,301

5,

736,

383

33

,666

,684

16

.50

20

2520

2621

0,10

6

3.0%

1,26

2,88

8

8,31

1,90

5

1,65

8,65

0

(441

,427

)

10,7

92,0

16

5.14

2,

523,

217

4,

450,

000

(3

44,1

49)

40

,000

4,

102,

967

6

(124

,629

)

3,07

0,31

1

7,33

5,00

0

6,16

8,00

0

(551

,275

)

14,1

78,1

50

28

,040

,477

6,

629,

068

34

,669

,545

16

.50

20

2620

2721

6,41

0

3.0%

1,26

4,35

8

8,49

4,98

6

1,65

8,65

0

(430

,866

)

10,9

87,1

27

5.08

2,

538,

977

3,

700,

000

(3

11,8

07)

16

0,00

0

3,94

4,20

0

(122

,812

)

4,18

6,59

8

8,04

5,00

0

5,87

4,60

0

(567

,126

)

14,6

15,5

80

29

,789

,305

5,

927,

170

35

,716

,475

16

.50

20

2720

2821

6,41

0

0.0%

1,26

5,35

5

8,30

5,65

8

1,65

8,65

0

(439

,170

)

10,7

90,4

92

4.99

2,

536,

710

3,

950,

000

(2

78,6

12)

12

5,00

0

3,93

7,80

0

(167

,464

)

4,09

8,47

6

8,36

5,00

0

5,55

2,80

0

(584

,623

)

14,6

13,6

90

29

,502

,658

6,

208,

098

35

,710

,756

16

.50

20

2820

2921

6,41

0

0.0%

- 5,

742,

201

1,

658,

650

(3

73,7

55)

7,

027,

096

3.

25

1,90

7,48

8

8,34

0,00

0

(472

,483

)

315,

000

3,

932,

800

(1

63,9

39)

4,

296,

251

8,

700,

000

5,

218,

200

(5

84,5

48)

14

,614

,110

25,9

37,4

57

9,77

5,00

5

35,7

12,4

62

16.5

0

2029

2030

216,

410

0.

0%-

4,81

9,33

6

1,65

8,65

0

(258

,399

)

6,21

9,58

7

2.87

1,

218,

200

9,

840,

000

(5

47,7

07)

40

5,00

0

3,92

0,20

0

(171

,850

)

4,36

9,61

0

9,03

5,00

0

4,87

0,20

0

(584

,564

)

14,6

00,4

60

25

,189

,657

10

,510

,493

35

,700

,150

16

.50

20

3020

3121

6,41

0

0.0%

- 4,

964,

288

1,

658,

650

(2

16,8

70)

6,

406,

068

2.

96

1,21

4,25

0

9,84

0,00

0

(622

,190

)

325,

000

3,

904,

000

(1

74,7

84)

4,

265,

666

9,

405,

000

4,

508,

800

(5

84,0

18)

14

,609

,490

25,2

81,2

24

10,4

32,0

60

35,7

13,2

84

16.5

0

2031

2032

216,

410

0.

0%-

5,16

2,39

1

1,65

8,65

0

(223

,393

)

6,59

7,64

8

3.05

1,

219,

582

9,

840,

000

(6

95,9

31)

21

5,00

0

3,89

1,00

0

(170

,627

)

4,14

0,67

3

9,77

0,00

0

4,13

2,60

0

(584

,380

)

14,5

97,7

30

25

,336

,051

10

,363

,651

35

,699

,702

16

.50

20

3220

3321

6,41

0

0.0%

- 5,

275,

200

1,

658,

650

(2

32,3

08)

6,

701,

542

3.

10

1,22

3,86

7

9,84

0,00

0

(695

,931

)

115,

000

3,

882,

400

( 1

65,6

27)

4,

031,

643

10

,160

,000

3,

741,

800

(5

83,9

09)

14

,596

,890

25,3

30,0

75

10,3

67,9

36

35,6

98,0

12

16.5

0

2033

2034

216,

410

0.

0%-

6,06

0,91

5

1,65

8,65

0

(237

,384

)

7,48

2,18

1

3.46

55

2,11

0

9,84

0,00

0

(695

,931

)

15,0

00

3,87

7,80

0

(161

,266

)

3,92

6,17

4

10,5

60,0

00

3,33

5,40

0

(583

,876

)

14,5

90,1

70

25

,998

,525

9,

696,

179

35

,694

,704

16

.49

20

3420

3521

6,41

0

0.0%

- 5,

238,

437

1,

658,

650

(2

72,7

41)

6,

624,

346

3.

06

104,

563

9,

840,

000

(6

95,9

31)

1,

255,

000

3,

877,

200

(1

57,0

47)

5,

231,

763

10

,985

,000

2,

913,

000

(5

83,6

07)

14

,592

,900

26,4

49,0

09

9,24

8,63

2

35,6

97,6

41

16.5

0

2035

2036

216,

410

0.

0%-

2,11

6,49

8

1,65

8,65

0

(235

,730

)

3,53

9,41

8

1.64

10

8,00

5

9,84

0,00

0

(695

,931

)

4,29

0,00

0

3,82

7,00

0

(209

,271

)

8,31

3,57

9

11,4

25,0

00

2,47

3,60

0

(583

,716

)

14,5

93,5

30

26

,446

,528

9,

252,

074

35

,698

,602

16

.50

20

3620

3721

6,41

0

0.0%

- 1,

002,

816

1,

658,

650

(9

5,24

2)

2,56

6,22

3

1.19

11

1,56

3

9,84

0,00

0

(695

,931

)

5,50

0,00

0

3,65

5,40

0

(332

,543

)

9,28

0,62

7

11,8

70,0

00

2,01

6,60

0

(583

,741

)

14,5

80,9

30

26

,427

,780

9,

255,

632

35

,683

,412

16

.49

20

3720

3821

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

115,

240

9,

840,

000

(6

95,9

31)

6,

620,

000

3,

435,

400

(3

71,2

25)

10

,186

,945

12,3

50,0

00

1,54

1,80

0

(583

,237

)

14,5

86,3

90

26

,431

,985

9,

259,

309

35

,691

,293

16

.49

20

3820

3921

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

119,

040

9,

840,

000

(6

95,9

31)

6,

915,

000

3,

170,

600

(4

07,4

78)

10

,182

,402

12,8

30,0

00

1,04

7,80

0

(583

,456

)

14,5

71,6

90

26

,412

,742

9,

263,

109

35

,675

,851

16

.49

20

3920

4021

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

122,

968

9,

840,

000

(6

95,9

31)

7,

185,

000

2,

894,

000

(4

07,2

96)

10

,175

,654

13,3

65,0

00

534,

600

(5

82,8

68)

14

,594

,580

26,4

28,8

84

9,26

7,03

7

35,6

95,9

21

16.4

9

2040

2041

216,

410

0.

0%-

-1,

658,

650

-

1,65

8,65

0

0.77

12

7,02

9

9,84

0,00

0

(695

,931

)

7,47

0,00

0

2,60

6,60

0

(407

,026

)

10,1

73,4

04

-

- -

-

11,8

32,0

54

9,27

1,09

8

21,1

03,1

52

9.75

20

4120

4221

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

131,

226

9,

840,

000

(6

95,9

31)

7,

770,

000

2,

305,

225

(4

06,9

36)

10

,172

,050

- -

-

-11

,830

,700

9,

275,

295

21

,105

,995

9.

75

2042

2043

216,

410

0.

0%-

-1,

658,

650

-

1,65

8,65

0

0.77

13

5,56

4

9,84

0,00

0

(695

,931

)

8,08

0,00

0

1,98

6,65

5

(406

,882

)

10,1

63,1

06

-

- -

-

11,8

21,7

56

9,27

9,63

3

21,1

01,3

89

9.75

20

4320

4421

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

140,

049

9,

840,

000

(6

95,9

31)

8,

410,

000

1,

655,

375

(4

06,5

24)

10

,162

,120

- -

-

-11

,820

,770

9,

284,

118

21

,104

,887

9.

75

2044

2045

216,

410

0.

0%-

-1,

658,

650

-

1,65

8,65

0

0.77

14

4,68

5

9,84

0,00

0

(695

,931

)

8,75

0,00

0

1,31

0,56

5

(406

,485

)

10,1

57,1

08

-

- -

-

11,8

15,7

58

9,28

8,75

3

21,1

04,5

12

9.75

20

4520

4621

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

149,

477

9,

840,

000

(6

95,9

31)

9,

105,

000

95

1,81

5

(4

06,2

84)

10

,153

,371

- -

-

-11

,812

,021

9,

293,

546

21

,105

,567

9.

75

2046

2047

216,

410

0.

0%-

-1,

658,

650

-

1,65

8,65

0

0.77

15

4,43

1

9,84

0,00

0

(695

,931

)

9,47

0,00

0

578,

510

(406

,135

)

10,1

44,8

01

-

- -

-

11,8

03,4

51

9,29

8,50

0

21,1

01,9

51

9.75

20

4720

4821

6,41

0

0.0%

- -

1,65

8,65

0

- 1,

658,

650

0.

77

159,

553

9,

840,

000

(6

95,9

31)

4,

640,

000

19

0,24

0

-

5,07

1,75

2

- -

-

-6,

730,

402

9,

303,

621

16

,034

,023

7.

41

2048

2049

216,

410

0.

0%-

-1,

658,

650

-

1,65

8,65

0

0.77

16

4,84

7

9,84

0,00

0

(695

,931

)

- -

- -

- -

-

- 1,

658,

650

9,

308,

916

10

,967

,566

5.

07

Tota

ls16

,914

,451

11

7,67

2,60

8

51,1

37,0

50

(6

,695

,250

)

179,

028,

859

36,0

47,4

32

249,

708,

915

(1

8,75

9,00

4)

97,3

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Q1&

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PRELIMINARY

INFORMATION

ISSUED IN

REVIEW & COMMENT

8/19/19


PREL

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ATIO

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FOR

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PRELIMINARY

INFORMATION

ISSUED IN

REVIEW & COMMENT

8/19/19


PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT

Rochester School District No. 535Estimated Tax Impact of Potential Building Bonds - November 2019 Election

Question 1 Question 2 TotalBond Amount $171,400,000 $9,500,000 $180,900,000

Wrap-around Wrap-around Wrap-aroundTerm 20 Years 20 Years 20 Years

EstimatedType of Property Market Value

$100,000 $35 $3 $38125,000 49 4 53

Residential 150,000 62 5 67Homestead 175,000 76 6 82

200,000 89 7 96250,000 116 8 124300,000 143 10 153350,000 170 12 182400,000 197 14 211500,000 247 18 265750,000 401 29 430

1,000,000 555 40 595$200,000 $160 $12 $172

Commercial/ 350,000 308 23 331 Industrial 500,000 456 33 489

1,000,000 949 69 1,0182,000,000 1,935 141 2,076

Apartments and $150,000 $92 $7 $99Residential 300,000 185 14 199

Non-Homestead 500,000 308 23 3311,000,000 616 45 661

*

April 9, 2019

Estimated Tax Impact *Taxes Payable 2020 vs. Payable 2019

The amounts are based on school district taxes for capital and debt levies only, and do not include tax levies for other purposes. Tax increases shown above are gross increases, not including the impact of the Minnesota Homestead Credit 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 potential bond issue for many property owners.

Tax Impact 19RC Q1&Q2.xlsx

Prelim

inary

Submitte

d 8/19

/19

REVISED PRELIMINARY INFORMATION - FOR REVIEW AND COMMENT

Rochester School District No. 535

Estimated Tax Impact of Potential Building Bonds - November 2019 Election

Question 1 Question 2 Total

Bond Amount $171,400,000 $9,500,000 $180,900,000

Wrap-around Wrap-around Wrap-around

Term 20 Years 20 Years 20 Years

Estimated

Type of Property Market Value

$100,000 $14 $2 $16

125,000 20 3 23

Residential 150,000 27 4 31

Homestead 175,000 34 5 39

200,000 41 6 47

250,000 55 8 63

300,000 69 10 79

350,000 83 12 95

400,000 97 14 111

500,000 121 17 138

750,000 206 28 234

1,000,000 290 39 329

$200,000 $96 $11 $107

Commercial/ 350,000 189 21 210

Industrial 500,000 283 32 315

1,000,000 594 66 660

2,000,000 1,217 134 1,351

Apartments and $150,000 $51 $6 $57

Residential 300,000 101 13 114

Non-Homestead 500,000 169 21 190

1,000,000 338 43 381

*

September 30, 2019

Estimated Tax Impact *

Taxes Payable 2020 vs. Payable 2019

The amounts are based on total school district taxes. Tax increases shown above are gross increases, not including the impact of the Minnesota Homestead Credit 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 potential bond issue for many property owners.

Tax Impact 19RC Rev Q1&Q2

jocarlson

Highlight

ISD 535 REVIEW & COMMENT | PAGE 53 6. DOCUMENTATION

6. DOCUMENTATION

6. DOCUMENTATION

Attachment 1 Review and Comment Section #6 Documentation (as amended by the 2014 Legislature) has been included herein and signed by all required parties.

PRELIMINARY

INFORMATION

ISSUED IN

REVIEW & COMMENT

8/19/19

8/19/19

ISD 535 REVIEW & COMMENT | PAGE 57 APPENDIX

APPENDIX

APPENDIX

The following has been included herein:

1. Enrollment Projections Report2. Housing Report3. 2016 Facilities Assessment4. 10-year Plan5. Program - Elementary School - Middle School6. Budget7. Referendum Projects Schedule8. Safety and Security Master Plan

ENROLLMENT PROJECTIONS

2019-2020 through 2028-2029

February 19, 2019

TABLE OF CONTENTS

Preface .......................................................................................................................................................... 1

Five-Year Historical Enrollment (2014-15 through 2018-19) ................................................................ 2

Five-Year Enrollment Projection (2019-20 through 2023-24) ............................................................... 3

Ten-Year History of Special Populations (2009-10 through 2018-19) ................................................. 4

Relationship of Olmsted County Births and Kindergarten Enrollments 5-Years Later ................... 5

Ten-Year Enrollment Projection by Grade (2019-20 through 2028-29) ............................................... 6

Enrollment (1999-00 Actual/2028-29 Projected) .................................................................................... 7

2018-19 Public School Enrollment by School and Grade ...................................................................... 8

2018-19 Nonpublic School Enrollment by School and Grade .............................................................. 9

Public, Nonpublic, Home School Enrollments (25-Year Comparison) ............................................ 10

Nonpublic, Charter, Home School Enrollment History ..................................................................... 11

End of Year District ADM Report – Enrollment Options ................................................................... 12

Top 5 Districts for Enrollment Options ................................................................................................. 13

Ethnicity Report (2014-15 through 2018-19) ......................................................................................... 14

Comparison of Projected Enrollments with Actual Enrollments (1998-99 through 2018-19) ....... 15

PREFACE

Rochester Public Schools approaches enrollment projections in a serious manner. Accurate enrollment projections are the cornerstone of planning for all public school districts. The majority of student funding is based on enrollment numbers. Additionally, appropriate facilities space is expensive but necessary to provide education services.

In the 2017-2018 and 2018-2019 school year, District staff, School Board members, and the community played various roles in making long-term decisions. Enrollment projections served as the starting point for all of these conversations. At the time this document was produced, boundary adjustment decisions had been finalized for the 2019-2020 school year. The community was also in the middle of completing surveys about their opinions regarding construction of additional facilities.

The budget for the 2019-2020 school year will be developed using the enrollment projection from this book. If enrollment is more than projected, it may require hiring staff at the last minute, making it more difficult to hire qualified staff. If enrollment is less than projected, too many staff may be hired, with contracts that cannot be canceled until the end of the 2019-2020 school year.

In general, enrollment projections for future years are significantly influenced by the kindergarten projection, which is the most difficult to project. The kindergarten projections in this report are based on enrolling approximately 60%, plus or minus, of Olmsted County births five-years prior. This percentage was arrived at through the use of statistical regression analysis based on fifteen years of historical enrollment data. For other grades, staff analyzed the last three years of actual enrollment data to predict the cohort survival rate of the 2018-2019 students to the 2019-2020 school year and then applied the updated ratios to first through twelfth grade projections for all future years in the report.

Within the projections there is no hidden formula for growth related to Destination Medical Center initiatives, thus, staff considers the projections to be conservative within this document. Staff considered the housing study that was prepared by Cooperative Strategies for the Facilities Task Force. Staff felt comfortable that the projections used in this document, which are based on births and based on cohort survival rates, tracked very closely to the data about future growth in housing supply.

Enrollment projections change from year-to-year, as does the budget. Each year, the enrollment projection for the upcoming school year changes a little from the last enrollment projection book. This is because there is an additional year of actual enrollments, a new year of actual birth data, and more information about the community that might warrant an adjustment to the formula. Staying on top of these changes provides for better, more accurate planning.

Questions about this document, and any of the assumptions concerning enrollment projections, can be directed to the Business Services office at Rochester Public Schools.

Sincerely,

John Carlson Executive Director of Finance (507) 328-4210

1

Oct. Oct. Oct. Oct. Oct.2014 2015 2016 2017 2018

Early Childhood 246 260 289 348 414Kindergarten 1,321 1,352 1,334 1,323 1,325Grade 1 1,389 1,325 1,332 1,349 1,330Grade 2 1,325 1,392 1,309 1,321 1,359Grade 3 1,293 1,335 1,380 1,324 1,305Grade 4 1,301 1,324 1,337 1,394 1,325Grade 5 1,244 1,296 1,314 1,324 1,398Special Programs 285 296 324 261 229

TOTAL 8,404 8,580 8,619 8,644 8,685

Grade 6 1,289 1,208 1,250 1,310 1,298Grade 7 1,164 1,250 1,196 1,258 1,308Grade 8 1,138 1,155 1,262 1,199 1,251Special Programs 105 97 101 76 80

TOTAL 3,696 3,710 3,809 3,843 3,937

Grade 9 1,214 1,225 1,231 1,356 1,297Grade 10 1,134 1,210 1,206 1,242 1,318Grade 11 1,119 1,118 1,185 1,210 1,219Grade 12 1,155 1,120 1,090 1,139 1,152Special Programs 422 482 506 498 554

TOTAL 5,044 5,155 5,218 5,445 5,540

GRAND TOTAL 17,144 17,445 17,646 17,932 18,162

FIVE-YEAR HISTORICAL ENROLLMENT2014-15 THROUGH 2018-19

(Based on October 1st Enrollment )

8,404

3,696

5,044

8,685

3,937

5,540

0

2,000

4,000

6,000

8,000

10,000

EC‐5 6‐8 9‐12Oct. 2014 Oct. 2015 Oct. 2016 Oct. 2017 Oct. 2018

2

Oct. Oct. Oct. Oct. Oct.2019 2020 2021 2022 2023

Early Childhood 485 568 666 780 914Kindergarten 1,347 1,305 1,290 1,288 1,256Grade 1 1,327 1,349 1,307 1,292 1,290Grade 2 1,319 1,316 1,338 1,296 1,281Grade 3 1,349 1,309 1,306 1,328 1,286Grade 4 1,305 1,349 1,309 1,306 1,328Grade 5 1,359 1,339 1,384 1,343 1,340Special Programs 212 196 181 167 154

TOTAL 8,703 8,731 8,781 8,800 8,849

Grade 6 1,396 1,357 1,337 1,382 1,341Grade 7 1,285 1,382 1,344 1,324 1,369Grade 8 1,309 1,286 1,383 1,345 1,325Special Programs 75 70 66 62 58

TOTAL 4,065 4,095 4,130 4,113 4,093

Grade 9 1,243 1,300 1,278 1,374 1,336Grade 10 1,302 1,248 1,305 1,283 1,379Grade 11 1,322 1,306 1,252 1,309 1,287Grade 12 1,200 1,301 1,286 1,232 1,288Special Programs 581 609 639 670 702

TOTAL 5,648 5,764 5,760 5,868 5,992

GRAND TOTAL 18,416 18,590 18,671 18,781 18,934

(Based on October 1st Enrollment )2019-2020 THROUGH 2023-2024

FIVE-YEAR ENROLLMENT PROJECTION

8,703

4,065

5,648

8,849

4,093

5,992

0

2,000

4,000

6,000

8,000

10,000

EC ‐ 5 6 ‐ 8 9 ‐ 12Oct. 2019 Oct. 2020 Oct. 2021 Oct. 2022 Oct. 2023

3

TOTALYEAR Enroll. % Enroll. % Enroll. % STUDENTS

2009 2,077 13% 1,993 12% 71 0% 16,3852010 2,015 12% 2,063 13% 144 1% 16,4272011 1,696 10% 2,239 14% 261 2% 16,4432012 1,733 10% 2,297 14% 300 2% 16,7342013 1,920 11% 2,466 15% 279 2% 16,8892014 1,881 11% 2,605 15% 267 2% 17,1442015 2,040 12% 2,747 16% 335 2% 17,4452016 1,828 10% 2,944 17% 323 2% 17,6462017 1,821 10% 3,091 17% 231 1% 17,9322018 1,789 10% 3,250 18% 172 1% 18,162

SPECIAL POPULATION ENROLLMENTS10-Year Comparison

English Learners

Special Education

In Transition (Homeless)

0

500

1,000

1,500

2,000

2,500

3,000

3,500

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

English Learners Special Education In Transition (Homeless)

4

BIRTH YEAROLMSTED COUNTY

ENROLLMENT YEAR

KINDERGARTEN ENROLLMENT

ENROLLMENT TO BIRTHS

1999 1,791 2004 1,124 62.8%2000 1,902 2005 1,164 61.2%2001 1,871 2006 1,250 66.8%2002 2,002 2007 1,227 61.3%2003 2,082 2008 1,297 62.3%2004 2,150 2009 1,322 61.5%2005 2,179 2010 1,315 60.3%2006 2,210 2011 1,262 57.1%2007 2,347 2012 1,326 56.5%2008 2,289 2013 1,380 60.3%2009 2,191 2014 1,321 60.3%2010 2,138 2015 1,352 63.2%2011 2,217 2016 1,334 60.2%2012 2,080 2017 1,323 63.6%2013 2,163 2018 1,325 61.3%2014 2,261 2019 1,347 (est) 59.6%2015 2,152 2020 1,305 (est) 60.6%2016 2,113 2021 1,290 (est) 61.0%2017 2,107 2022 1,288 (est) 61.1%2018 2,025 2023 1,256 (est) 62.0%

RELATIONSHIP OF OLMSTED COUNTY BIRTHSAND KINDERGARTEN ENROLLMENTS 5-YEARS LATER

1999-2018

* 2018 Olmsted County Births are preliminary as of January 2019. Final data released summer 2019.

1,000

1,250

1,500

1,750

2,000

2,250

2,500

Numbe

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Enrollment YearBIRTHS IN OLMSTED COUNTYPUBLIC SCHOOL KINDERGARTEN ENROLLMENTPROJECTED PUBLIC SCHOOL KINDERGARTEN ENROLLMENT

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554

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5,54

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5,76

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6,04

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18,5

9018

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18,7

9218

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18,6

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6,000

6,500

7,000

7,500

8,000

8,500

9,000Nu

mbe

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tude

nts

Elementary Enrollment1999‐2018 Actual

2019‐2028 Projected

Actual EnrollmentProjected Enrollment

3,000

3,500

4,000

4,500

5,000

Numbe

r of S

tude

nts

Middle School Enrollment1999‐2018 Actual



4,000

4,500

5,000

5,500

6,000

6,500

7,000

Numbe

r of S

tude

nts

High School Enrollment1999‐2018 Actual



7

Membership Report October 1, 2018

K 1 2 3 4 5 6 7 8 EC RA RB PS NC TOTAL

BAMBER VALLEY 124 137 144 138 146 149 838BISHOP 65 72 76 79 74 88 454CHURCHILL 79 81 75 11 246EARLY CHILDHOOD SPEC ED @ MSB 58 58ELTON HILLS 78 80 83 72 67 93 11 484FOLWELL 50 52 63 54 60 59 5 343FRANKLIN 103 102 100 114 118 112 14 5 668MONTESSORI AT FRANKLIN 35 33 31 32 33 29 193GAGE 99 94 88 88 80 116 4 11 11 591GAGE SPANISH IMMERSION 37 41 37 32 32 179GIBBS 134 144 139 136 131 147 7 838HAWTHORNE SCHOOL READINESS + 12 7 19HOOVER 61 83 74 218HOOVER EARLY LEARNING SCHOOL 144 43 187JEFFERSON 108 96 113 100 100 114 631LINCOLN 57 50 54 54 52 51 49 52 46 465LONGFELLOW 58 55 52 53 51 60 329MIGHTY OAKS 71 40 111NORTHROP SR PLUS 1 13 14PINEWOOD 57 55 68 46 55 54 16 351RIVERSIDE CENTRAL 65 68 60 76 63 67 68 467RIVERSIDE RIGHT FIT 1 6 5 2 14SUNSET TERRACE 118 111 116 102 112 119 13 691WASHINGTON 58 58 58 58 59 59 350

TOTALS 1325 1329 1358 1301 1321 1393 49 52 46 341 50 23 83 68 8739REVISED TOTAL - NO PS INCLUDED 8656

K 1 2 3 4 5 6 7 8 9 10 11 12 NC TOTALJOHN ADAMS 377 386 363 1126WILLOW CREEK 346 358 380 1084KELLOGG 362 349 304 25 1040FRIEDELL 160 153 152 465CENTURY 358 407 349 361 24 1499JOHN MARSHALL 438 426 473 392 1729MAYO 491 476 389 389 1745ROCH AREA LEARNING CENTER 1 15 59 88 214 377ROCH ALC RECOVERY PROGRAM 2 3 3 8ROCHESTER PHOENIX ACADEMY 1 1 4 4 5 4 10 6 10 9 8 10 72MAYO CLINIC PROJECT SEARCH 9 9RAIL 61 61

TOTALS 0 1 1 4 4 5 1249 1256 1206 1312 1379 1310 1439 49 9215

Special Schools: DISTRICT SUMMARY EARLY CHILDHOOD 108 Elementary Total 8656 CARE & TREATMENT 47 Secondary Total 9215 SPECIAL ED (Out of District) 136 Special Schools 291

TOTALS 291 TOTALS 18162

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9

HOMETOTAL

YEAR Enroll. % Enroll. % Enroll. % Enroll. % STUDENTS1994 15,265 84% 2,757 15% 225 1% 18,2471995 15,376 83% 2,890 16% 215 1% 18,4811996 15,529 83% 2,906 16% 215 1% 18,6501997 15,845 83% 2,941 15% 250 1% 19,0361998 15,934 83% 3,034 16% 255 1% 19,2231999 16,182 83% 3,064 16% 88 0% 273 1% 19,6072000 16,087 82% 3,142 16% 182 1% 300 2% 19,7112001 16,123 81% 3,141 16% 199 1% 362 2% 19,8252002 16,387 82% 3,102 16% 157 1% 370 2% 20,0162003 16,447 82% 3,014 15% 209 1% 381 2% 20,0512004 16,310 82% 2,989 15% 237 1% 398 2% 19,9342005 16,109 81% 2,899 15% 382 2% 395 2% 19,7852006 16,381 83% 2,750 14% 321 2% 389 2% 19,8412007 16,330 82% 2,710 14% 357 2% 424 2% 19,8212008 16,352 83% 2,651 13% 404 2% 412 2% 19,8192009 16,385 82% 2,612 13% 425 2% 457 2% 19,8792010 16,427 82% 2,656 13% 401 2% 453 2% 19,9372011 16,443 82% 2,716 14% 393 2% 496 3% 20,0482012 16,734 83% 2,653 13% 383 2% 486 2% 20,2562013 16,889 82% 2,646 13% 424 2% 545 3% 20,5042014 17,144 83% 2,501 12% 430 2% 546 3% 20,6212015 17,445 83% 2,338 11% 567 3% 581 3% 20,9312016 17,646 83% 2,355 11% 678 3% 582 3% 21,2612017 17,932 84% 2,220 10% 635 3% 558 3% 21,3452018 18,162 84% 2,175 10% 697 3% 547 3% 21,581

Note:

NONPUBLIC CHARTER

PUBLIC, NONPUBLIC, HOME SCHOOL ENROLLMENTS25-Year Comparison

Charter schools include: Beacon Academy, Rochester Math & Science Academy, Rochester Off Campus, Rosa Parks Charter High School, and Rochester STEM Academy.

SCHOOLPUBLIC

0

500

1,000

1,500

2,000

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2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

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13

% of % of % of % of % ofOct-14 Total Oct-15 Total Oct-16 Total Oct-17 Total Oct-18 Total

Hawaiian 0 0% 0 0% 0 0% 0 0% 5 0%Multi 0 0% 0 0% 0 0% 0 0% 1068 6%Native American 94 1% 96 1% 148 1% 143 1% 86 0%Asian 1,976 12% 2,037 12% 2,049 12% 2,102 12% 1,785 10%Hispanic 1,561 9% 1,648 9% 1,727 10% 1,738 10% 1,838 10%Black 2,412 14% 2,505 14% 2,617 15% 2,912 16% 2,602 14%White 11,101 65% 11,159 64% 11,105 63% 11,037 62% 10,778 59%

TOTAL 17,144 17,445 17,646 17,932 18,162

October 1st CountsETHNICITY REPORT

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

11,000

12,000

Numbe

r of C

hildren

Oct‐14 Oct‐15 Oct‐16 Oct‐17 Oct‐18

14

PROJECTED PROJECTED PROJECTED PROJECTEDYEAR OF 1-YEAR 5-YEARS 1-YEAR DIFF 5-YEAR DIFFACTUAL ACTUAL EARLIER EARLIER EARLIER EARLIER

1999-00 16,182 16,066 16,637 0.7% -2.8%2000-01 16,087 16,367 15,828 -1.7% 1.6%2001-02 16,123 15,970 15,556 1.0% 3.5%2002-03 16,387 16,134 15,726 1.5% 4.0%2003-04 16,447 16,313 15,586 0.8% 5.2%2004-05 16,310 16,388 16,518 -0.5% -1.3%2005-06 16,109 16,275 15,691 -1.0% 2.6%2006-07 16,381 16,249 15,638 0.8% 4.5%2007-08 16,296 16,555 16,405 -1.6% -0.7%2008-09 16,296 16,400 16,945 -0.6% -4.0%2009-10 16,312 16,327 16,735 -0.1% -2.6%2010-11 16,384 16,425 16,636 -0.3% -1.5%2011-12 16,395 16,401 17,449 0.0% -6.4%2012-13 16,734 16,373 17,564 2.2% -5.0%2013-14 16,889 16,758 17,378 0.8% -2.9%2014-15 17,144 16,984 17,439 0.9% -1.7%2015-16 17,445 17,163 16,954 1.6% 2.8%2016-17 17,646 17,687 16,380 -0.2% 7.2%2017-18 17,932 17,886 16,856 0.3% 6.0%2018-19 18,162 18,162 17,337 0.0% 4.5%

TWENTY YEAR AVERAGE 0.8% 3.5%

COMPARISON OF PROJECTED ENROLLMENTSWITH ACTUAL ENROLLMENTS

‐8.0%‐6.0%‐4.0%‐2.0%0.0%2.0%4.0%6.0%8.0%

Comparison of Projected Enrollments with Actual Enrollments

1‐YEAR DIFF 5‐YEAR DIFF

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RPS FACILITIESHousing Study Information

• Understand current & future housing stock• Analyze trends in enrollment from a district-wide level• Analyze student yields to help understand number of students from

specific planned developments• The housing study is used as an indicator to help project future

growth based on current trends and projected future development

HOUSING STUDY


Since 1990 average building permits:• Single-Family (SF) – 439• Multi-Family (MF) – 364

Since 2012 reverse trend:• SF – 315• MF – 560

4500 current planned multi-family units, baseline is based on 3500 over 5 years

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

Building P

ermitsAp

proved

Building Permits per Year Since 1990

# Units SFD Homes # Units 2‐Unit # Units 3‐4 Unit # Units 5 or More Units

HISTORICAL HOUSING TRENDS

1

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What is a yield?• Number of Students /

Number of Housing Units• Easiest to think about in

terms of 100. For every 100 homes I could expect36.5 K-12 students

• Non-Market Rate shows significantly higher yields of students at 0.537 or 53.7K-12 students per 100 homes

• All student calculations are purely K-12 not including EC or special programs and at the current rate of attendance

YIELDS Housing Type Yield Students Residing in Housing Units # of Developments

Single Family 0.365 13,028 35,686 512ES 0.164 5,869

MS 0.084 2,987

HS 0.117 4,172

Multi-Family 0.180 1,351 7,519 131ES 0.094 705

MS 0.037 280

HS 0.049 366

Non Market Rate 0.537 983 1,830 23ES 0.293 536MS 0.108 197HS 0.137 250

Townhouse 0.075 212 2,826 66ES 0.042 120MS 0.012 34HS 0.021 58

Mobile Home 0.591 576 975 11ES 0.278 271MS 0.159 155HS 0.154 150


• Total Units: 35,686• Median Age: 43 years built it 1975• Avg. # Bedrooms: 3.42• Avg. # Bathrooms: 2.18• Avg. Lot Size: 1.00 Acres

SINGLE-FAMILY

3

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• Total Units: 7,519• Median Age: 36 years built in 1982

MULTI-FAMILY



NON-MARKET RATE MULTI-FAMILY

5

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TOWNHOUSE


• Total Units: 975• Median Age: 57 years built in 1961

MOBILE HOME

7

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Looks at yields by price point and age of subdivision and trend of the life of a subdivision Ramp up Prime for

Phase StudentGenerationHousing Turnover

Aging to Minimum Yield

The Life of a Single-Family Subdivision

Stud

entY

ield

1st Generation Homebuyer Aging Out

Time

SINGLE-FAMILY YIELD

<100K 100K-150K

150K-200K

200K-250K

250K-300K

300K-350K

350K-400K

400K-450K

450K-500K

500K-550K

550K-600K

600K-650K 650K+

100+ 0.28 0.31 0.14 0.28

91-100 0.32 0.26 0.23 0.25 0.31 0.44 0.29 0.25 0.26

81-90 0.20 0.23 0.18 0.21

71-80 0.34 0.30 0.38 0.33 0.22 0.32

61-70 0.18 0.28 0.35 0.15 0.78 0.36 0.28

51-60 0.28 0.28 0.34 0.29 0.28

41-50 0.35 0.29 0.32 0.30 0.26 0.60 0.33

31-40 0.28 0.43 0.28 0.23 0.49 0.19 0.39 0.35

21-30 0.55 0.59 0.42 0.40 0.37 0.31 0.28 0.83 0.35 0.42

11-20 0.13 0.39 0.49 0.47 0.59 0.53 0.53 0.35 0.40 0.73 0.47 0.33 0.50

0-10 0.15 0.30 0.38 0.46 0.39 0.60 0.16 0.09 0.39 0.16 0.35

Districtwide Yield by Price 0.26 0.32 0.38 0.38 0.46 0.43 0.43 0.40 0.33 0.31 0.49 0.29 0.61 0.37

Average # of Bedrooms 2.66 2.98 3.26 3.58 3.75 3.79 4.01 3.95 3.94 4.17 4.20 3.87 4.10Average # of Baths 1.48 1.61 2.03 2.49 2.74 2.89 3.11 3.10 3.05 3.81 3.86 3.44 3.77

Average Lot Size 0.15 0.18 0.27 0.36 0.42 0.65 0.98 1.05 0.49 2.80 1.08 2.28 1.99

K-12 Subdivision Yields, Crossreferenced by Median Age

& Current Assessed Value

Average Assessed ValueDistrictwide Yield by Age

Med

ian

Subd

ivis

ion

Age

Hou

sing

Sto

ck

Sta

tistic

s


SINGLE-FAMILY YIELDS

<100K 100K-150K

150K-200K

200K-250K

250K-300K

300K-350K

350K-400K

400K-450K

450K-500K

500K-550K

550K-600K

600K-650K 650K+ TOTAL

100+ 321 71 7 39991-100 228 934 292 16 16 9 7 8 1,51081-90 645 549 77 1,27171-80 537 748 177 36 18 1,51661-70 237 2,279 375 47 9 70 3,01751-60 4,145 488 9 119 17 4,77841-50 2,197 459 584 206 34 10 3,49031-40 494 764 662 290 421 58 115 22 2,82621-30 53 1,065 2,198 2,209 1,009 462 236 12 111 7,35511-20 133 44 1,447 1,670 1,432 835 589 144 279 30 36 42 6,6810-10 117 826 849 150 395 84 158 34 79 51 52 2,795

TOTAL 2,648 12,796 6,292 5,687 4,068 1,653 1,352 250 457 145 109 87 94 35,638

NUMBER OF UNITS BY PRICE & AGE (Single-Family)

Number of total single-family units by price point and age

9

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SINGLE-FAMILY SINCE 2008

Elementary Boundary 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Grand TotalBamber Valley 79 63 45 60 104 71 95 106 98 112 833Ben Franklin 4 4 5 8 8 7 19 18 39 24 136Churchill / Hoover 4 1 1 2 - 3 4 1 5 3 24Elton Hills - 1 - - - - 1 - - - 2Folwell 8 4 3 3 2 - - - 4 1 25Gage 1 2 - - 1 2 4 10 17 15 52George Gibbs 84 72 43 39 67 86 53 70 65 80 659Harriot Bishop 18 11 14 9 7 20 7 13 10 6 115Jefferson 42 26 25 37 53 68 67 44 63 47 472Pinewood 17 25 18 17 17 31 41 45 53 40 304Riverside Central 8 4 1 2 3 3 9 5 19 47 101Sunset Terrace 35 67 27 22 36 27 18 10 23 18 283Grand Total 300 280 182 199 298 318 318 322 396 393 3,006

Single Family Houses Built


Elementary Boundary (2019‐20 Proposed) Market Rate 60% AMIBen Franklin Elementary 387 ‐Churchill / Hoover Elementary 4 208Elton Hills Elementary 133 ‐Folwell Elementary 820 ‐George Gibbs Elementary 239 ‐Harriot Bishop Elementary 44 ‐Pinewood Elementary 899 ‐Riverside Central Elementary 906 144Sunset Terrace Elementary 760 ‐Total 4,192 352

This information is from the city and county. It represents the known developments under construction or in the planning phase that they are aware of.

Multi Family Development

Single Family Development

PROPOSED DEVELOPMENT

5229

11

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Elementary Boundary (2019‐20 Proposed)MarketRate

60% AMIK‐12 StudentPotential

K‐5 6‐8 9‐12

Ben Franklin Elementary 387 70 36 14 19Churchill / Hoover Elementary 4 208 112 61 23 29Elton Hills Elementary 133 24 13 5 7Folwell Elementary 820 148 77 30 40George Gibbs Elementary 239 43 22 9 12Harriot Bishop Elementary 44 8 4 2 2Pinewood Elementary 899 162 85 33 44Riverside Central Elementary 906 144 240 127 49 64Sunset Terrace Elementary 760 137 71 28 37Total 4,192 352 944 497 193 254

STUDENT YIELD PREDICTIONS



Elementary Boundary 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Grand TotalBamber Valley 79 63 45 60 104 71 95 106 98 112 833Ben Franklin 4 4 5 8 8 7 19 18 39 24 136Churchill / Hoover 4 1 1 2 - 3 4 1 5 3 24Elton Hills - 1 - - - - 1 - - - 2Folwell 8 4 3 3 2 - - - 4 1 25Gage 1 2 - - 1 2 4 10 17 15 52George Gibbs 84 72 43 39 67 86 53 70 65 80 659Harriot Bishop 18 11 14 9 7 20 7 13 10 6 115Jefferson 42 26 25 37 53 68 67 44 63 47 472Pinewood 17 25 18 17 17 31 41 45 53 40 304Riverside Central 8 4 1 2 3 3 9 5 19 47 101Sunset Terrace 35 67 27 22 36 27 18 10 23 18 283Grand Total 300 280 182 199 298 318 318 322 396 393 3,006

Single Family Houses Built ‐

Harriet Bishop

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Harriet Bishop



0 50 100 150 200 250 300 350 400 450

Bamber Valley

Ben Franklin

Churchill

Folwell

Gage

George Gibbs

Harriot Bishop

Jefferson

Longfellow

New

Riverside Central

Sunset Terrace

Single Family Homes Built with Option 2 Elementary Boundaries(2013 ‐ 2017)

Harriet Bishop

15

16

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9


This information is from the city and county. It represents the known developments under construction or in the planning phase that they are aware of.

Multi Family Development

Single Family Development

PROPOSED DEVELOPMENT

5229

Elementary Boundary (2019 - 20 Proposed)Market Rate

60% AMI

K‐12 Student Potential

Ben Franklin 387 70Churchill / Hoover 4 208 112Elton Hills 133 24Folwell 820 148Gibbs 239 43Harriet Bishop 44 8Pinewood 899 162Riverside 906 144 240Sunset 760 137Totals 4192 352 944


Baseline: 300 SF & 700 MF a year for first 5 years (based on current planned development and averages*)

DISTRICT HOUSING MODELS

• Model 1:• Model 2:

Baseline + 300 SF / year afterBaseline + 300 SF & 250 MF / year after

* Note current 5 year average 350 SF and 560 MF with 4500 MFcurrently in planning or under construction.

17

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10


STUDENT ENROLLMENT GROWTHBaseline: 300 SF & 700 MF a year for first 5 years (based on current planned

development and averages*)Housing Classification 2018 2019 2020 2021 2022 2023

Existing Single-Family 13,028 13,145 13,042 12,949 12,841 12,763

Existing Multi-Family 1,351 1,351 1,351 1,351 1,351 1,351

Existing Non-Market Rate 983 983 983 983 983 983

Townhouse 212 212 212 212 212 212

Mobile Home 576 576 576 576 576 576

Non-Subdivided (SF) 783 783 783 783 783 783

Active Single-Family 114 178 187 191 199 208

Active Multi-Family 15 62 62 62 62 62

Proposed Multi-Family 0 126 252 378 504 630

Proposed Single-Family 0 129 264 402 546 696

Out-of-District 379 379 379 379 379 379

TOTAL 17,441 17,925 18,091 18,266 18,436 18,643


• Model 1: Baseline + 300 single-family / year after

STUDENT ENROLLMENT GROWTH

Housing Classification 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029

Existing Single-Family 13,028 13,145 13,042 12,949 12,841 12,763 12,659 12,574 12,473 12,395 12,334 12,247

Existing Multi-Family 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351

Existing Non-Market Rate 983 983 983 983 983 983 983 983 983 983 983 983

Townhouse 212 212 212 212 212 212 212 212 212 212 212 212

Mobile Home 576 576 576 576 576 576 576 576 576 576 576 576

Non-Subdivided (SF) 783 783 783 783 783 783 783 783 783 783 783 783

Active Single-Family 114 178 187 191 199 208 216 220 224 232 237 241

Active Multi-Family 15 62 62 62 62 62 62 62 62 62 62 62

Proposed Multi-Family 0 126 252 378 504 630 630 630 630 630 630 630

Proposed Single-Family 0 129 264 402 546 696 852 1,011 1,173 1,341 1,512 1,686

Out-of-District 379 379 379 379 379 379 379 379 379 379 379 379

TOTAL 17,441 17,925 18,091 18,266 18,436 18,643 18,703 18,781 18,846 18,945 19,059 19,150

19

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11


• Model 2: Baseline + 300 single-family and 250 multi-family / year afterSTUDENT ENROLLMENT GROWTH

Housing Classification 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029

Existing Single-Family 13,028 13,145 13,042 12,949 12,841 12,763 12,659 12,574 12,473 12,395 12,334 12,247Existing Multi-Family 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351 1,351

Existing Non-Market Rate 983 983 983 983 983 983 983 983 983 983 983 983

Townhouse 212 212 212 212 212 212 212 212 212 212 212 212Mobile Home 576 576 576 576 576 576 576 576 576 576 576 576

Non-Subdivided (SF) 783 783 783 783 783 783 783 783 783 783 783 783Active Single-Family 114 178 187 191 199 208 216 220 224 232 237 241

Active Multi-Family 15 62 62 62 62 62 62 62 62 62 62 62

Proposed Multi-Family 0 126 252 378 504 630 675 720 765 810 855 900Proposed Single-Family 0 129 264 402 546 696 852 1,011 1,173 1,341 1,512 1,686

Out-of-District 379 379 379 379 379 379 379 379 379 379 379 379

TOTAL 17,441 17,925 18,091 18,266 18,436 18,643 18,748 18,871 18,981 19,125 19,284 19,420

21

RochesterPublicSchoolsFacilitiesAssessment2016

OverallDistrictAssessment

Total0‐3 9,523,981$ 4‐10 58,089,040$ 10+ 160,731,211$

Grand Total 228,344,233$

Building Years Remaining Total Cost0‐3Bamber Valley Elementary School 0‐3 189,446$ Ben Franklin Elementary School 0‐3 194,080$ Burr Oak Elementary 0‐3 104,239$ Century High School 0‐3 3,349,845$ Churchill Elementary 0‐3 56,894$ Edison Administration Building 0‐3 48,649$ Education Service Center 0‐3 29,826$ Elton Hills Elementary 0‐3 49,785$ Folwell Elementary 0‐3 74,374$ Friedell Middle School 0‐3 1,077,156$ Facility Services Center 0‐3 111,228$ Gage Elementary 0‐3 139,168$ George W. Gibbs Jr. Elementary 0‐3 7,200$ Harriet Bishop Elementary 0‐3 300,671$ Hawthorne Education Center 0‐3 151,800$ Hoover Elementary 0‐3 106,006$ Jefferson Elementary 0‐3 173,169$ John Adams Middle School 0‐3 241,316$ John Marshall High School 0‐3 174,695$ Kellogg Middle School 0‐3 1,117,069$ Lincoln Elementary 0‐3 546,362$ Longfellow Elementary 0‐3 29,012$ Mayo High School 0‐3 415,382$ Northrop Community Education 0‐3 80,430$ Pinewood Elementary 0‐3 88,228$ Riverside Elementary 0‐3 146,963$ Rochester Alternative Learning Center (ALC) 0‐3 232,049$ Sunset Terrace Elementary 0‐3 86,640$ TSSC 0‐3 4,161$ Washington Elementary 0‐3 11,610$ Willow Creek Middle School 0‐3 186,529$ 4‐10Bamber Valley Elementary School 4‐10 1,034,012$ Ben Franklin Elementary School 4‐10 3,956,203$ Burr Oak Elementary 4‐10 ‐$ Century High School 4‐10 7,257,837$ Churchill Elementary 4‐10 196,046$ Edison Administration Building 4‐10 1,420,069$ Education Service Center 4‐10 1,577,144$ Elton Hills Elementary 4‐10 240,493$ Folwell Elementary 4‐10 1,183,849$ Friedell Middle School 4‐10 2,274,778$ Facility Services Center 4‐10 382,884$

LHBProjectNo.160071 Page1of3



Total0‐3 9,523,981$ 4‐10 58,089,040$ 10+ 160,731,211$


Building Years Remaining Total CostGage Elementary 4‐10 3,090,242$ George W. Gibbs Jr. Elementary 4‐10 597,533$ Harriet Bishop Elementary 4‐10 1,291,792$ Hawthorne Education Center 4‐10 781,760$ Hoover Elementary 4‐10 688,940$ Jefferson Elementary 4‐10 2,061,990$ John Adams Middle School 4‐10 2,552,577$ John Marshall High School 4‐10 3,154,121$ Kellogg Middle School 4‐10 1,645,199$ Lincoln Elementary 4‐10 890,081$ Longfellow Elementary 4‐10 2,390,593$ Mayo High School 4‐10 7,594,546$ Northrop Community Education 4‐10 1,092,616$ Pinewood Elementary 4‐10 1,321,313$ Riverside Elementary 4‐10 2,212,993$ Rochester Alternative Learning Center (ALC) 4‐10 1,069,238$ Sunset Terrace Elementary 4‐10 663,726$ TSSC 4‐10 76,756$ Washington Elementary 4‐10 2,538,707$ Willow Creek Middle School 4‐10 2,851,003$ 10+Bamber Valley Elementary School 10+ 7,947,235$ Ben Franklin Elementary School 10+ 6,982,511$ Burr Oak Elementary 10+ ‐$ Century High School 10+ 12,271,286$ Churchill Elementary 10+ 2,948,632$ Edison Administration Building 10+ 2,144,749$ Education Service Center 10+ 3,093,750$ Elton Hills Elementary 10+ 4,044,586$ Folwell Elementary 10+ 1,777,424$ Friedell Middle School 10+ 1,338,877$ Facility Services Center 10+ 3,767,562$ Gage Elementary 10+ 6,333,942$ George W. Gibbs Jr. Elementary 10+ 6,534,258$ Harriet Bishop Elementary 10+ 3,710,193$ Hawthorne Education Center 10+ 4,010,293$ Hoover Elementary 10+ 2,982,825$ Jefferson Elementary 10+ 3,413,813$ John Adams Middle School 10+ 6,261,315$ John Marshall High School 10+ 17,659,946$ Kellogg Middle School 10+ 7,540,263$ Lincoln Elementary 10+ 3,810,692$ Longfellow Elementary 10+ 1,192,673$ Mayo High School 10+ 15,610,754$




Total0‐3 9,523,981$ 4‐10 58,089,040$ 10+ 160,731,211$


Building Years Remaining Total CostNorthrop Community Education 10+ 2,793,714$ Pinewood Elementary 10+ 1,656,688$ Riverside Elementary 10+ 4,389,785$ Rochester Alternative Learning Center (ALC) 10+ 3,302,064$ Sunset Terrace Elementary 10+ 8,445,352$ TSSC 10+ 902,944$ Washington Elementary 10+ 2,228,306$ Willow Creek Middle School 10+ 11,634,778$


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$986

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$550

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$900

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pend

iture

s$8

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enan

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atio

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read

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brow

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ter.k

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n.us

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

AL

C48

510

‐yea

r tuckp

ointing

368

$ 55

,500

AL

C48

26‐year m

ajor painting rotatio

n37

9 $ 20

,000

Ba

mbe

r Valley

482

6‐year m


n37

9 $ 47

,844

Bambe

r Valley

Replace Po

wer distrib

ution,replace receptacles in 19

61 Building,Ligh

ting

Replacem

ent,m

aster c

lock re

placem

ent

370

$ 50

0,00

0 $ 90

0,00

0

Bambe

r Valley

Fire Alarm

Rep

lacemen

t36

3+ $ 10

0,00

0 Ba

mbe

r Valley

Fire Sup

pressio

n Pa

rtial R

eplacemen

t38

0 $ 10

0,00

0 $ 10

0,00

0

Bambe

r Valley

Replace Unit V

entilators, VAV

replacem

ent, Re

place gym and

cafeteria AHU

an

d Prov

ide De

humidificatio

n; R

eplace Boilers

366+

$ 2,50

0,00

0 $ 4,50

0,00

0

Bambe

r Valley

Replace do

mestic

& heatin

g/cooling lin

es, W

ashfou

ntain replacem

ent, 19

89

Bathroom

replacem

ent,rep

lace water heaters.re

place flu

sh valves a

nd

classroo

m plumbing

fixtures

381

$ 20

0,00

0 $ 80

0,00

0

Bambe

r Valley

Replace exterio

r doo

rs,exterior w

indo

w glazing

replacem

ent

368

$ 40

0,00

0 $ 60

0,00

0

Bambe

r Valley

Paintin

g,replace flo

oring,replace marker/tack boa

rds,replace casework,

replace ceiling

s37

9 $ 40

0,00

0 $ 1,40

0,00

0

Bambe

r Valley

IAQ Design/CM

A38

2 $ 1,10

0,00

0 $ 75

0,00

0 Ba

mbe

r Valley

Asbe

stos Aba

temen

t35

8+ $ 10

0,00

0 Ba

mbe

r Valley

Roof Rep

lacemen

t38

3 $ 50

,000

$ 10

0,00

0 Ba

mbe

r Valley

Replace Pa

rtial Parking

Lot, rep

lace con

crete side

walk

384

$ 20

0,00

0 $ 50

0,00

0 Ba

mbe

r Valley

Replace do

ors/ha

rdware, re

place PA

system

369

$ 10

0,00

0 $ 30

0,00

0 Bishop

485

10‐yea

r tuckp

ointing

368

$ 85

,000

Bishop

Replace Gym

Floor Ancho

rs36

9 $ 3,151

Bishop

IAQ & Deh

umidificatio

n De

sign

382

Bishop

Prov

ide De

humidificatio

n in existing un

its36

6+ $ 52

5,00

0 Mighty Oaks

485

10‐yea

r tuckp

ointing

368

$ 55,50

0 Mighty Oaks

482

6‐year m


n37

9 $ 17

,219

Mighty Oaks

Roof Drains

383

$ 25

,000

$ 81,88

0 Mighty Oaks

Parking lots se

ctions A,B,C M

ainten

ance

384

$ 50

,000

$ 154

,214

Ce

ntury

485

10‐year tuckp

ointing

368

$ 20

,000

Ce

ntury

482

6‐year m


n37

9 $ 70

,000

Ce

ntury

Fire Alarm

System Rep

lacemen

t38

0 $ 15

0,00

0 $ 250

,000

Ce

ntury

Gym

Floor Rep

lacemen

t37

9 $ 50

0,00

0

Century

IAQ‐rep

lace 28 year old Chiller p

lant, n

ew ductw

ork an

d controls as n

eede

d,

Design

, Permitting

366+

$ 2,500

,000

Century

Show

er Roo

m Rep

lacemen

t Design

382

$ 2,410

Ce

ntury

Kitche

n Ce

iling

Rep

lacemen

t37

9 $ 15

,000

Ce

ntury

Show

er Roo

m Rep

lacemen

t38

1 $ 19

,630

Ce

ntury

Auditoriu

m Upg

rade

s37

0 $ 9,000

Ce

ntury

Gym

Floor Rep

airs

379

$ 72

,540

Ce

ntury

Band

Roo

m IA

Q Design

382

$ 3,000

Ce

ntury

Exterio

r Doo

rs 4A,4B

,6A,6B

,18,19

368

$ 50

,000

Ce

ntury

Outdo

or Con

cession Stan

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com

pliance an

d De

sign

381

$ 20

,000

Ce

ntury

Tenn

is Cou

rt Rep

lacemen

t38

4 $ 300

,000

Ce

ntury

Track Mainten

ance

384

$ 45

,950

Ce

ntury

Track Re

habilitation

384

$ 350

,000

Ce

ntury

Parking Lot S

ectio

ns A,B,G M

ainten

ance

384

$ 400

,000

Ce

ntury

Parking lot sectio

ns C,E M

ainten

ance

384

$ 36

0,80

5 $ 300

,000

Ce

ntury

Parking Lot D

esign

382

$ 45

,000

$ 10,00

0

Century

Parking Lot: Sp

ot Recon

struction, Rep

air a

nd Rep

lacemen

t, Mill and

Overla

y,

Interio

r Stree

t Reh

ab, C

atch Basin Rep

air a

nd Sea

l38

4 $ 45

9,71

0

Long

Term Facilitie

s Mainten

ance Reven

ue Plan ‐ July 16

th, 2

019

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

Century

Parking Lot: Sp

ot Recon

struction, Rep

air a

nd Rep

lacemen

t, Mill and

Overla

y,

Interio

r Stree

t Reh

ab, C

atch Basin Rep

air a

nd Sea

l38

4 $ 23

3,38

0

Century

Roof Rep

lacemen

t38

3 $ 2,000

,000

Century

Wea

therproo

fing: Tuckp

oint and

replace brick, cem

ent, ston

e cap to windo

w;

Replace windo

w, d

oor &

hatch se

als, re

seal building Joint a

nd ro

of‐w

all

intersectio

n Ph

ase I

368

$ 43

0,00

0

Century

Wea

therproo

fing: Tuckp

oint and

replace brick, cem

ent, ston

e cap to windo

w;

Replace windo

w, d

oor &

hatch se

als, re

seal building Joint a

nd ro

of‐w

all

intersectio

n Ph

ase II

368

$ 12

2,00

0 $ 200

,000

$ 15

0,00

0

Churchill

485

10‐year tuckp

ointing

368

$ 50

,000

$ 55,50

0 Ch

urchill

482

6‐year m


n37

9 $ 10

,000

Ch

urchill

Parking Lot R

epair a

nd Sea

l38

4 $ 116

,000

Ch

urchill

Paintin

g37

9 $ 750

Ch

urchill

Parking lots se

ctions A,B,C M

ainten

ance

384

$ 40

,000

$ 166

,247

Distric

t‐Wide

Health & Safety

347

$ 25

0,00

0 $ 21

4,40

3 $ 214

,403

$ 21

4,40

3 $ 21

4,40

3 $ 214

,403

$ 21

4,40

3 $ 214

,403

$ 214

,403

$ 214

,403

$ 214

,403

Distric

t‐Wide

Health & Safety

349

$ 49

,000

$ 12

9,83

9 $ 129

,839

$ 12

9,83

9 $ 12

9,83

9 $ 129

,839

$ 12

9,83

9 $ 129

,839

$ 129

,839

$ 129

,839

$ 129

,839

Distric

t‐Wide

Health & Safety

352

$ 31

5,00

0 $ 31

8,59

2 $ 318

,592

$ 31

8,59

2 $ 31

8,59

2 $ 318

,592

$ 31

8,59

2 $ 318

,592

$ 318

,592

$ 318

,592

$ 318

,592

Distric

t‐Wide

Health & Safety

358

$ 44

,000

$ 24,39

0 $ 24

,390

$ 24

,390

$ 24,39

0 $ 24

,390

$ 24

,390

$ 24

,390

$ 24,39

0 $ 24

,390

$ 24,39

0 Distric

t‐Wide

Health & Safety

363

$ 12

5,00

0 $ 10

7,46

8 $ 107

,468

$ 10

7,46

8 $ 10

7,46

8 $ 107

,468

$ 10

7,46

8 $ 107

,468

$ 107

,468

$ 107

,468

$ 107

,468

Distric

t‐Wide

Health & Safety

366

$ 40

,000

$ 40,00

0 $ 40

,000

$ 40

,000

$ 40,00

0 $ 40

,000

$ 40

,000

$ 40

,000

$ 40,00

0 $ 40

,000

$ 40,00

1 Distric

t‐Wide

460

In‐Hou

se Project M

anagem

ent

382

$ 53

8,79

8 $ 54

9,57

4 $ 560

,565

$ 57

1,77

7 $ 58

3,21

2 $ 594

,877

$ 60

6,77

4 $ 618

,910

$ 631

,288

$ 643

,913

$ 656

,792

Distric

t‐Wide

462

Annu

al Painting

379

$ 15

7,00

0 $ 17

5,19

1 $ 150

,000

$ 18

0,44

6 $ 18

0,44

6 $ 180

,446

$ 18

9,19

1 $ 150

,000

$ 150

,000

$ 150

,000

$ 150

,000

Distric

t‐Wide

646

Replacem

ent o

f HVA

C Eq

uipm

ent

380

$ 36

5,00

0 $ 45

0,00

0 $ 400

,000

$ 50

0,00

0 $ 50

0,00

0 $ 550

,000

$ 55

0,00

0 $ 550

,000

$ 550

,000

$ 600

,000

$ 600

,000

Distric

t‐Wide

483

Annu

al Flooring Re

placem

ent

379

$ 20

0,00

0 $ 20

0,00

0 $ 150

,000

$ 20

0,00

0 $ 20

0,00

0 $ 200

,000

$ 20

0,00

0 $ 200

,000

$ 200

,000

$ 200

,000

$ 200

,000

Distric

t‐Wide

659

Build

ing En

velope

Rep

air

368

$ 11

2,00

0 $ 70

,000

$ 70

,000

$ 70

,000

$ 70,00

0 $ 70

,000

$ 70

,000

$ 70

,000

$ 70,00

0 $ 70

,000

$ 70,00

0 Distric

t‐Wide

Build

ing Ha

rdware & Equ

ipmen

t36

9 $ 95

,000

$ 75,00

0 $ 75

,000

$ 75

,000

$ 75,00

0 $ 75

,000

$ 75

,000

$ 75

,000

$ 75,00

0 $ 75

,000

$ 75,00

0 Distric

t‐Wide

491

Concrete Sidew

alk & Parking

Lot Rep

air

384

$ 26

5,00

0 $ 15

0,00

0 $ 150

,000

$ 15

0,00

0 $ 15

0,00

0 $ 150

,000

$ 15

0,00

0 $ 150

,000

$ 150

,000

$ 150

,000

$ 150

,000

Distric

t‐Wide

475

Electrical re

placem

ent

370

$ 14

,000

$ 30,00

0 $ 30

,000

$ 30

,000

$ 30,00

0 $ 30

,000

$ 30

,000

$ 30

,000

$ 30,00

0 $ 30

,000

$ 30,00

0 Distric

t‐Wide

584

Facilities A

ssessm

ent

382

$ 34

6,79

0 $ 1,508

,763

$ 14

5,00

0 Distric

t‐Wide

509

Plum

bing

replacem

ent

381

$ 10

0,00

0 $ 70

,000

$ 70

,000

$ 70

,000

$ 70,00

0 $ 70

,000

$ 70

,000

$ 70

,000

$ 70,00

0 $ 70

,000

$ 70,00

0 Distric

t‐Wide

470

Roof Rep

airs

383

$ 10

0,00

0 $ 10

0,00

0 $ 100

,000

$ 12

0,00

0 $ 12

0,00

0 $ 120

,000

$ 24

0,00

0 $ 140

,000

$ 120

,000

$ 120

,000

$ 120

,000

Ed

ison

485

10‐year tuckp

ointing

368

$ 55

,500

Ed

ison

482

6‐year m


n37

9 $ 18

,714

Edison

IAQ, H

VAC up

grad

es and

Boiler R

eplacemen

t with

new

con

trols, pi ping an

d du

ctwork. Re‐commission

Ven

tilation. W

ater Piping an

d Asbe

stos

Abatem

ent, ne

w ro

of Rep

lace Boiler a

nd Hot W

ater Heatin

g Pu

mps, D

omestic

Water Heater R

eplacemen

t, an

d Re

commission

Classroom

Air Ha

ndlers; Fire

Su

pression

Sprinklers, Roo

f Rep

air, AM

E De

sign

, Permitting, Painting

366+

$ 4,87

0,00

0

Edison

485

Build

ing En

velope

Rep

air &

Tuckp

ointing

368

$ 505

,000

Ed

ison

Door 6 Design

382

$ 4,410

Ed

ison

Door 6 Rep

lacemen

t36

8 $ 21

,655

Ed

ison

Replace Exterio

r Doo

rs East a

nd W

est P

ublic Entrance

368

$ 31

,578

Ed

ison

Replace Ro

of38

3 $ 600

,000

Ed

ison

Elevator Con

trols R

eplacemen

t36

9 $ 30

,000

$ 88,08

0 Ed

ison

Elevator Rep

lacemen

Design

382

$ 13

,860

$ 2,640

Ed

ison

Sealcoat Parking

Lot and

Catch Basin Rep

air

384

$ 36

,984

Elton Hills

482

6‐year m


n37

9 $ 20

,000

Elton Hills

Parking lots se

ctions A,B,C,D,E M

ainten

ance

384

$ 200

,000

Elton Hills

Blacktop

mill/overla

y38

4 $ 54

,520

Elton Hills

Concrete Rep

alcemen

t38

4 $ 3,220

ESC

482

6‐year m


n37

9 $ 26

,544

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

ESC

Soun

d Ro

om dem

o37

9 $ 7,031

ESC

Floo

ring, Doo

r rep

lacemen

t, Pa

intin

g37

9 $ 12

,328

ESC

EIFS Rep

air‐Main En

tran

ce Area

368

$ 43

,000

ESC

EIFS Rep

air‐North side

368

$ 40

,000

ESC

Roof Rep

lacemen

t38

3 $ 1,000

,000

ESC

Fire Alarm

Rep

lacemen

t36

3 $ 60

,000

Fo

lwell

Tuckpo

intin

g Project

368

$ 13

,886

Fo

lwell

Playgrou

nd Fall Protection

347

$ 70

,000

Fo

lwell

485

10‐year tuckp

ointing

368

$ 55

,500

$ 100

,000

Fo

lwell

482

6‐year m


n37

9 $ 19

,767

Fo

lwell

Replace Ro

of #1 an

d Re

pair Te

rra Co

tta Ro

of38

3 $ 10

0,00

0 $ 275

,000

Fo

lwell

Fire Alarm

System Rep

lacemen

t36

3 $ 75

,000

Fran

klin

485

10‐yea

r tuckp

ointing

368

$ 100

,000

Fran

klin

Water Drainage Re

pair

384

$ 36

,300

Fran

klin

Locker Rep

lacemen

t36

9 $ 24

,365

Fran

klin

Draina

ge Rep

airs

384

$ 4,750

Fran

klin

Draina

ge Rep

air D

esign

382

$ 19

,100

Fran

klin

Polishe

d Co

ncrete

379

$ 50

,000

Fran

klin

Gym

Floor sa

nding

379

$ 50

,000

Fran

klin

482

6‐year m


n37

9 $ 53

,546

Friede

llRe

place 2 sewage ejector p

its38

1 $ 25

,000

Friede

ll48

510

‐year tuckp

ointing

368

$ 55

,500

Friede

ll48

26‐year m


n37

9 $ 31

,345

$ 31

,345

Friede

ll

Desig

n an

d Re

place 19

67 Classroom

Ven

tilation System

, Rep

lace plumbing

fixtures a

nd to

ilet p

artitions and

install com

pliant grab ba

rs on the side

and

rear walls of the

water closet in toilet roo

ms 4

06 and

407

; Provide

stall d

oor

hardware that doe

s not re

quire

grasping, pinching or tw

istin

g to

operate.AD

AAG 4.17.5 in girls locker roo

m 138

and

toilet rm 411

. Rep

lace

original And

erson Windo

ws throu

ghou

t building. R

oof sectio

ns 1,2,3

366+

$ 6,20

0,00

0 $ 3,500

,000

FSC

Hand

rail Re

placem

ent

347

$ 4,000

FSC

482

6‐year m


n37

9 $ 43

,425

FSC

Replace Wareh

ouse Roo

f/De

sign

383

$ 1,000

,000

FSC

Parking Lot &

Loa

ding

Dock De

sign

382

$ 30

,000

$ 5,000

FSC

Parking Lot &

Loa

ding

Dock Co

nstructio

n38

4 $ 21

8,00

0 $ 29

7,60

0 Gage

485

10‐yea

r tuckp

ointing

368

$ 50

,000

$ 100

,000

Gage

482

6‐year m


n37

9 $ 50

,203

Gage

Ligh

ting Re

placem

ent

370

$ 70

,247

Gage

Windo

w Rep

lacemen

t36

8 $ 600

,000

Gage

Parking lots se

ctions A,C,E, G

Mainten

ance

384

$ 40

0,00

0 $ 250

,000

Gage

Roof #6, 8, 9, 10 Re

placem

ent

383

$ 24

,685

Gage

Roof #4, 11 Re

placem

ent

383

$ 10

,000

$ 9,989

Gage

Locker Rep

lacemen

t37

9 $ 17

5,00

0 Gage

Polishe

d Co

ncrete

379

$ 50

,000

Gage

Kitche

n Finishes

379

$ 14

,715

Gage

Replace Ro

of #3,5

383

$ 15

0,00

0 $ 200

,000

Gage

Parking Lot B

,D,F Design & M

aterial Testin

g38

2 $ 5,926

Gage

Parking

lots se

ctions B,D,F M

ainten

ance, Sou

th side

parking

lot including

playgrou

nd/bus area

384

$ 20

0,39

4 $ 150

,000

$ 10

0,00

0

Gage

Interio

r Surface re

placem

ent in en

tire bu

ilding

379

$ 1,600

,000

Gibbs

485

10‐year tuckp

ointing

368

$ 11

1,00

0 Gibbs

482

6‐year m


n37

9 $ 43

,425

$ 43

,425

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

Gibbs

659

Build

ing En

velope

Rep

air

368

$ 75

,000

Gibbs

Roof Rep

lacemen

t 38

3 $ 1,10

0,00

0 $ 500

,000

Ha

wthorne

485

10‐year tuckp

ointing

368

$ 20

,000

$ 150

,000

Ha

wthorne

Windo

w Rep

lacemen

t36

8 $ 70

0,00

0 Ha

wthorne

482

6‐year m


n37

9 $ 11

,009

Ha

wthorne

Fire Alarm

Rep

lacemen

t36

3 $ 60

,000

Ha

wthorne

485

Build

ing En

velope

Rep

air &

Tuckp

ointing

368

$ 60

,000

Ha

wthorne

Floo

ring replacem

ent D

esign

382

$ 7,000

Ha

wthorne

Floo

ring Re

placem

ent

379

$ 15

0,00

0 Ha

wthorne

Commission

ing

382

$ 20

,400

Ha

wthorne

Replace tw

o 45

y/o branch electrical pan

els

370

$ 12

,332

Ho

over

485

10‐yea

r tuckp

ointing

368

10,000

$

Hoov

er48

26‐year m


n37

9 $ 18

,685

Ho

over

Polishe

d Co

ncrete

379

$ 30

,000

Ho

over

IAQ Com

misioning

, testin

g & balan

cing

,spe

cial in

spectio

ns38

2 $ 54

,400

Ho

over

Mecha

nical systems

380

$ 83

,605

Ho

over

Plum

bing

replacem

ent

381

$ 42

,613

Hoov

er

Design Services fo

r: Install N

ew Fire

Alarm

System, G

alvanized Plum

bing

Piping

Rep

lacemen

t, Kitche

n ho

od re

placem

ent w

ith new

hoo

d prov

iding

prop

er app

liance coverage and

UL ratin

g pe

r mecha

nical cod

e, In

stall m

akeu

p air u

nit for kitc

hen space pe

r 200

0 IM

C, Office Fan

coil U

nit R

eplacemen

t, Gym

/Cafeteria Ven

tilation System

Rep

lacemen

t per Current Ven

tilation Co

de,

Replace Bo

iler a

nd Hot W

ater Hea

ting Pu

mps, D

omestic

Water Heater

Replacem

ent, an

d Re

commission

Classroom

Air Ha

ndlers; Fire

Sup

ression

Sprin

klers, Roo

f Rep

air, AM

E De

sign


366+

$ 3,00

0,00

0

Jeffe

rson

485

10‐yea

r tuckp

ointing

368

50,000

$

Jeffe

rson

Windo

w Rep

lacemen

t36

8 $ 650

,000

Jeffe

rson

Exterio

r Cau

lking

368

$ 425

Jeffe

rson

Tuckpo

intin

g project

368

$ 10

4,67

7 Jeffe

rson

Small G

ym floo

r Rep

lacemen

t37

9 $ 54

,893

Jeffe

rson

Big Gym

Floor Rep

lacemen

t37

9 $ 40

,000

$ 20

,000

Jeffe

rson

Interio

r Surfaces rep

lacemen

t (Floo

ring, Paint, C

eilin

g, Lighting, Doo

rs, Locker

Replacem

ent), A

DA upg

rade

s37

9 $ 1,408

,763

Jeffe

rson

Water Drainage Re

pair De

sign

382

$ 8,000

Jeffe

rson

Water Drainage Re

pair

384

$ 25

,000

Jeffe

rson

482

6‐year m


n37

9 $ 47

,504

$ 47

,504

Jeffe

rson

Replace Ro

of 2,3,4,5,6,10,13

,16

383

$ 600

,000

John

Ada

ms

Replace Ch

illers/Ice Storage

380

$ 800

,000

John

Ada

ms

Cooler/Freezer Rep

lacemen

t36

9 $ 20

,000

John

Ada

ms

Bus D

rop‐off a

rea Re

palcem

ent

384

$ 15

0,00

0 John

Ada

ms

Roof Hatch Railin

g Re

placem

ent

383

$ 3,358

John

Ada

ms

Mov

eable wall R

eplacemen

t Design

382

$ 2,620

John

Ada

ms

Mov

eable wall R

eplacemen

t37

9 $ 54

,629

John

Ada

ms

Repa

lce 2 exterio

r parking

lot lights

384

$ 986

John

Ada

ms

Wall Pad

Rep

lacemen

t37

9 $ 2,688

John

Ada

ms

485

10‐year tuckp

ointing

368

$ 11

1,00

0 John

Ada

ms

482

6‐year m


n37

9 $ 88

,221

$ 88

,221

John

Ada

ms

7‐year poo

l grouting

379

$ 10

,000

$ 10

,000

John

Ada

ms

Roo

f Rep

lacemen

t and

Flashing Re

pair # 2A/B,12

,10A

/B38

3 $ 1,500

,000

John

Ada

ms

Parking lot sectio

ns A,D M

ainten

ance

384

$ 500

,000

John

Ada

ms

Parking lot sectio

ns B,C E M

ainten

ance

384

$ 10

0,00

0

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

John

Ada

ms

Pool Deh

umidificatio

n an

d Ve

ntilatio

n Re

placem

ent

380

$ 300

,000

John

Ada

ms

3rd flo

or‐Rep

lace Classroom

Walls, R

eplace Flooring, Locker R

eplacemen

t, Prov

ide do

or hardw

are that doe

s not re

quire

grasping, pinching or tw

isting to

operate, su

ch as lever.ADA

AG 4.13.9. LED

Lighting throug

hout.

369

$ ‐ $ 60

0,00

0 $ 400

,000

John

Ada

ms

Auditoriu

m Upg

rade

s37

9 $ 45

0,00

0 John

Marshall

Auto Sho

p Drain Re

placem

ent

381

$ 39

,383

John

Marshall

Auto Sho

p Drain replacem

ent D

esign

382

$ 710

John

Marshall

485

10‐yea

r tuckp

ointing

368

$ 110

,000

John

Marshall

482

6‐year m


n37

9 $ 120

,000

John

Marshall

7‐year poo

l grouting

379

$ 55

,308

John

Marshall

Chiller re

placem

ent D

esign

382

$ 40

,000

$ 6,800

John

Marshall

Chiller Rep

lacemen

t38

0 $ 30

0,00

0 $ 80

6,36

0 John

Marshall

485

Build

ing En

velope

Rep

air &

Tuckp

ointing

368

$ 150

,000

John

Marshall

IAQ (p

iping an

d controls, Bo

iler system re

mov

al, A

HU Rep

lacemen

t, all p

iping

and controls, R

eplace Boiler a

nd Hot W

ater Hea

ting Pu

mps, D

omestic

Water

Heater Rep

lacemen

t, an

d Re

commission

Classroom

Air Ha

ndlers; Fire

Su

pression

Sprinklers a

s nee

ded, Roo

f Rep

lacemen

t as n

eede

d, AME De

sign

, Pe

rmitting, Painting

366+

$ 30,03

0,00

0

John

Marshall

Interio

r Surfaces rep

lacemen

t (Floo

ring, Paint, C

eilin

g, Lighting, Locker

Replacem

ent)

379

$ 2,982

,207

John

Marshall

Gym

floo

r san

ding

379

$ 100

,000

John

Marshall

Green

house Re

placem

ent D

esign

382

$ 12

,000

$ 3,000

John

Marshall

Green

house Re

placem

ent

368

$ 10

0,00

0 John

Marshall

Door 9 Roo

f Drain

383

$ 20

,000

John

Marshall

Lockerroom

Doo

r Rep

lacemen

t36

9 $ 6,000

John

Marshall

Garage Siding

368

$ 15

,000

John

Marshall

Paint G

ym37

9 $ 50

,000

John

Marshall

Repa

ir roof gutters on gym ro

of38

3 $ 45

,000

John

Marshall

Office Flooring, Base, Painting

379

$ 4,459

John

Marshall

Auditoriu

m Upg

rade

s37

0 $ 10

,000

John

Marshall

Roof Rep

lacemen

ts38

3 $ 1,000

,000

John

Marshall

Stad

ium Con

crete Re

pairs/Paint

384

$ 160

,000

$ 27,71

2 John

Marshall

Track Re

habilitation

384

$ 350

,000

John

Marshall

Roof Rep

lacemen

t Design

382

$ 14

,000

$ 3,000

John

Marshall

Roof Rep

lacemen

t38

3 $ 35

0,00

0 $ 77

4,50

9

John

Marshall

Roof Rep

lacemen

t and

Design #'s 1,,3

4A/B/C,6,7A,12

,14A

/B,15A

/B,17,19

,22B

, Incl. gym gutters

383

$ 25

0,00

0 $ 1,500

,000

Kello

gg48

510

‐year tuckp

ointing

368

$ 150

,000

Ke

llogg

482

6‐year m


n37

9 $ 91

,867

Ke

llogg

7‐year poo

l grouting

379

$ 10

,000

Ke

llogg

Chiller re

placem

ent D

esign

382

$ 25

,000

$ 6,200

Ke

llogg

Chiller Rep

lacemen

t38

0 $ 10

0,00

0 $ 42

0,64

0 Ke

llogg

Pool Ven

tilation an

d De

humidifcation Re

placem

ent

380

$ 35

0,00

0 Ke

llogg

IAQ, A

HU Rep

lacemen

t, Bo

iler R

eplacemen

t, New

Roo

f36

6+ $ 7,00

0,00

0 Ke

llogg

Repa

ir an

d Sealcoat Parking

Lot, C

orrect Drainage

384

$ 45

0,00

0 Ke

llogg

Repa

ir Bu

ilding En

velope

Tuckp

oint and

Sea

l Building Joints

368

$ 45

0,00

0

Kello

ggInterio

r Surfaces rep

lacemen

t (Floo

ring, Paint, C

eilin

g, Lighting, Locker

Replacem

ent)

379

$ 275

,000

2,00

0,00

0$

Kello

ggRe

place all stairw

ell h

andrails

369

$ 76

,540

Ke

llogg

Swing & M

oveable Wall R

eplacemen

t Design

382

$ 2,641

Ke

llogg

Swing replacem

ent

369

$ 6,000

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

Ke

llogg

Mov

eable Wall rep

lacemen

t37

9 $ 28

,000

Ke

llogg

4th Floo

r Bathroo

m wall finishe

s Rep

lacemen

t37

9 $ 35

,000

Ke

llogg

Door 1 Floor polishing

379

$ 30

,000

Ke

llogg

Replace Classroo

m Cab

inetry

379

$ 10

0,00

0 $ 20

1,76

2 Ke

llogg

Replace Gym

Flooring

379

$ 87

,624

Ke

llogg

Auditoriu

m Upg

rade

s37

0 $ 25

,000

Ke

llogg

Fire Alarm

System Rep

lacemen

t38

0 $ 10

0,00

0 Ke

llogg

Replace Orig

inal Gym

Lockers, B

enches and

Doo

rs37

9 $ 55

,000

Lincoln K‐8

482

6‐year m


n37

9 $ 26

,357

Lincoln K‐8

Parking Lot R

eplacemen

t Design & Geo

‐Techn

ical Services

382

$ 15

,000

$ 6,000

Lincoln K‐8

Parking Lot R

econ

struction an

d Draina

ge Correction

384

$ 50

,000

$ 24

8,98

3 Long

fello

w48

510

‐yea

r tuckp

ointing

368

11,000

$

Long

fello

w48

26‐year m


n37

9 $ 22

,760

Long

fello

wPa

rking Lot sectio

ns A,B,F,G M

ainten

ance

384

$ 30

0,00

0 $ 200

,000

Long

fello

wPa

rking Lot sectio

ns D,E M

ainten

ance

384

$ 20

0,00

0 $ 20

0,00

0 Long

fello

wLocker Rep

lacemen

t36

9 $ 6,080

Long

fello

wCo

mmission

ing

382

$ 19

,700

Long

fello

wWindo

w Rep

lacemen

t36

8 $ 650

,000

Long

fello

wRe

place Ch

iller/Ice Storage

380

$ 300

,000

Long

fello

wRo

of Rep

lacemen

t38

3 $ 75

0,00

0 Mayo

485

10‐yea

r tuckp

ointing

368

25,000

$

Mayo

482

6‐year m


n37

9 $ 45

,308

Mayo

7‐year poo

l grouting, Pum

p Re

place

379

$ 60

,000

Mayo

Locker Rep

lacemen

t37

9 $ 15

0,00

0 Mayo

Show

er Rep

lacemen

t Design

382

$ 2,010

Mayo

Show

er Rep

lacemen

t38

1 $ 32

,565

Mayo

Stad

ium PA Electrical re

placem

ent

370

$ 6,800

Mayo

Stad

ium PA System

Rep

lacm

ent

369

$ 19

,612

Mayo

Parking Lot rep

lacemen

t 38

4 $ 1,125

,554

Mayo

Baseba

ll fie

ld drainage fix Design

382

$ 6,447

Mayo

Tenn

is Cou

rt Rep

lacemen

t38

4 $ 300

,000

Mayo

Baseba

ll fie

ld drainage fix

384

$ 26

,169

Mayo

Fire Alarm

System Rep

lacemen

t38

0 $ 17

5,38

9 $ 200

,000

Mayo

Dock Parking

Lot Rep

air a

nd Front Lot Rep

air

384

$ 10

0,00

0 $ 19

2,73

9 Mayo

Dock Parking

Lot Rep

air a

nd Front Lot Rep

air D

esign

382

$ 22

,000

$ 3,714

Mayo

Repa

ir & Sealcoa

t Parking

Lots a

nd Catch Basin Rep

air

384

$ 200

,000

Mayo

Replace AH

U and

VAV

Con

trols &

IAQ (E

xhau

st Fan

s rep

lacemen

t, Electrical

tran

sformer, R

eplace AHU

& VAV

, Boiler P

lant re

placem

ent, Co

oling tower

replacem

ent) Rep

lace Boiler a

nd Hot W

ater Heatin

g Pu

mps, D

omestic

Water

Heater Rep

lacemen

t, an

d Re

commission

Classroom

Air Ha

ndlers; Fire

Su

pression

Sprinklers, Roo

f Rep

air, AM

E De

sign


366+

$ 16,85

0,00

0

Mayo

Replace pa

rtial existing roof se

ction on

orig

inal building #'s

2,3,4,5,6,9,16

,17,21

,22,23

,24,25

,26,27

,28

383

Mayo

Replace pa

rtial roo

f sectio

ns 1, 1

0, 29, 30,

383

$ 25

0,00

0 $ 1,200

,000

Mayo

Gym

Roo

f Rep

lacemen

t38

3 $ 1,000

,000

Mayo

Turf Rep

lacemen

t38

4 $ 600

,000

Mayo

Gym

Floor San

ding

379

$ 80

,000

Mayo

Auditoriu

m Upg

rade

s37

0 $ 15

,000

Mayo

Replace Stad

ium Lighting

384

$ 400

,000

Mighty Oaks

Site Drainage Re

pairs Design

382

$ 10

,000

Mighty Oaks

Site Drainage Re

pairs

384

$ 55

,000

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

Mighty Oaks

Roof Drainage issues Design

382

$ 10

,600

Mighty Oaks

Roof Drainage repa

irs‐Roo

f38

3 $ 10

,000

$ 8,927

Mighty Oaks

Roof Drainage Re

pairs‐Plumbing

381

$ 35

,000

$ 53,00

0 Northrop

482

6‐year m


n37

9 $ 20

,000

Northrop

485

Build

ing En

velope

Rep

air &

Tuckp

ointing

368

$ 25

0,00

0 Northrop

Fire alarm

Rep

lacemen

t36

3 $ 60

,000

Northrop

Office Flooring Re

placem

ent

379

$ 20

,000

Northrop

Garage Trim

Rep

lacemen

t36

8 $ 1,110

Northrop

Parking Lot

384

$ 151

,543

$ 50,00

0 Pine

woo

d48

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ointing

368

$ 30

,000

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woo

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of Access

347

$ 20

,000

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woo

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n37

9 $ 34

,999

Riverside

485

10‐year tuckp

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368

$ 20

,000

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482

6‐year m


n37

9 $ 255

,308

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ter roo

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. Re

place flo

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0 $ 80

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Su

nset

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10‐year tuckp

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368

$ 27

,000

$ 50,00

0 Su

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Classroo

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$ 18

,000

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Sanitary Sew

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air

381

$ 35

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Su

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Sanitary Sew

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382

$ 1,240

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482

6‐year m


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9 $ 19

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6‐year m


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Design

380

$ 10

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inal Coo

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$ 12

6,60

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$ 20

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$ 10,70

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ighting Re

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place Ho

t Water Heatin

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omestic

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eplacemen

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commission

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ndlers, A

ME De

sign


366+

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zer/Co

oler Rep

lacemen

t36

9 $ 14

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l grouting

379

$ 55,30

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lding walls in

gym

con

struction

369

$ 84

,785

$ 44,60

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lacemen

t36

8 $ 4,013

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nd pan

el re

placem

ent

379

$ 10

0,00

0 Willow

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Replace 2 Fo

lding walls in gym

design

382

$ 52

,208

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Creek

Roof Rep

lacemen

t38

3 $ 40

0,00

0 $ 94

6,50

5 Willow

Creek

Roof Rep

lacemen

t Design

382

$ 20

,000

$ 2,500

Annu

al Total

$15,22

4,22

4 $2

1,28

8,62

7 $ 15

,084

,317

$4

0,17

0,00

0 $3

5,35

0,00

0 $9

,140

,277

$13

,650

,000

$ 23,30

0,00

0 $ 3,700

,000

$3

,950

,000

$ 8,34

0,00

0

Serie

s 201

5A Bon

ds$ 70,24

7

Site

CRS

Project

FIN

FY 19

FY 20

FY 21

FY 22

FY 23

FY 24

FY2

5 FY 26

FY 27

FY 28

FY 29

Serie

s 201

6A Bon

ds$ 276

,490

$ 297

,600

Serie

s 201

6C Bon

ds

$ 1,436

,194

$ 1,35

0,00

0 Serie

s 201

7B Bon

ds

$ 3,000

,000

Serie

s 201

8A Bon

ds$ 6,950

,000

$ 14

,224

,446

$ 4,32

5,55

4 Serie

s 202

0A Bon

ds$ 3,60

0,00

0 $ 34

,900

,000

Serie

s 202

2A Bon

ds$ 31

,300

,000

$ 4,50

0,00

0 Serie

s 202

4A Bon

ds $ 10,05

0,00

0 $ 18,85

0,00

0 Pa

y as You

Go

$ 4,997

,734

$ 5,260

,140

$ 5,80

8,76

3 $ 5,270

,000

$ 4,050

,000

$ 4,64

0,27

7 $ 3,60

0,00

0 $ 4,450

,000

$ 3,700

,000

$ 3,95

0,00

0 $ 8,34

0,00

0

Example Elementary School #REF!K-5 Facility 720 students

Space/Group QTY SF Comments

General Classroom AreaKindergarten 6 1,000 6,000 K-Storage 3 200 600 Shared K Toilets 6 50 300K-2 Resource / Work Area 1 1,000 1,0001st Grade- 5th Grade 21 900 18,900Storage 5 200 1,000Small Group 10 120 1,200 2 / gradeGroup Learning 5 1,000 5,000 1 / gradeSubtotal 34,000

MISC Elementary SpacesESL 1 600 600STEAM Room 1 1,200 1,200 Storage 1 100 100Music 1 1,200 1,200 Storage 1 300 300Art Room 1 1,200 1,200 Storage 1 200 200 Kiln 1 100 100Subtotal 4,900

Special NeedsResource Rooms 3 600 1,800Homerooms 3 1,000 3,000Focus if any / seclusion 1 150 150ECSE 0 990 0Storage 1 200 200Toilet / Changing 1 100 100Related Services 4 150 600OT/PT/Dape Storage 0 150 0Conference Room 1 150 150Subtotal 6,000

Media/LibraryCirc./Stacks/Seating 1 2,400 2,400Reading Area 1 350 350Small Group 2 100 200Workroom/Office/Storage /AV 1 200 200Computer Lab 2 900 1,800Media Directors Office 1 150 150Subtotal 5,100

Phy Ed Gym 1 6,500 6,500Storage 1 300 300Staff 1 180 180 inc toilet/showerSubtotal 6,980

School AdministrationAdministrator 1 175 175Assistant Principal 1 150 150Secretary/Receptionists/Waiting 1 500 500Workroom 1 240 240Records Storage / Vault 1 160 160Conference Room 1 175 175Transient Office 1 100 100Toilets / Staff 4 50 200Nurse's Office 1 150 150 Toilets 1 50 50 Shower 1 75 75 Cot room 2 80 160Volunteer room 1 150 150Staff Workroom / break area 1 800 800Subtotal 3,085

Food ServicesCafeteria (250 Kids @15 SF Ea) 1 3,750 3,750Table Storage 1 200 200Stage 1 1,000 1,000 Cafetorium Storage 1 200 200Community Ed Storage 1 100 100After-School Storage 1 100 100Community Resource Room 1 850 850Serving 1 600 600Food Prep 1 1,500 1,500Dry Food Storage 1 350 350Freezer 1 200 200Cooler 1 100 100Dishwasher 1 200 200Office 1 100 100Toilets/Lockers 1 150 150Subtotal 9,400

Building ServicesRecycle Room 1 200 200Custodial Closets 4 100 400Custodian Office 1 100 100Custodian Storage 1 500 500Custodian Washer / Dryer 1 130 130Toilet 1 50 50Building Storage / Work Area 1 500 500Building Washer / Dryer 1 130 130Receiving 1 500 500Building Outdoor Storage 1 300 300Maintneance Outdoor Storage 1 100 100Toilets / Students (Pair) 4 400 1,600Subtotal 4,510

Total Programmed SF 73,97530% circulation 22,193Total SF 96,168

Subtotal

Example Middle School #REF!6-8 MS Facility 1200 students

Space/Group QTY SF Comments

General Classroom AreaScience 9 1,200 10,800 Storage 4.5 200 900Math 9 900 8,100Math Storage 1 900 900Language Arts 9 900 8,100Language Arts Storage 1 900 900Social Studies 9 900 8,100Social Studies Storage 1 900 900Small Group 12 150 1,800 4 / grade or 3 / coreGroup Learning 6 1,000 6,000 2 / gradeSubtotal 46,500

MISC SpacesESL 2 900 1,800Band 1 2,200 2,200 Storage 1 300 300Orchestra 1 1,800 1,800 Storage 1 300 300Choir 1 1,200 1,200 Storage 1 150 150Practice Rooms 2 120 240STEAM 3 1,000 3,000FACS 2 1,400 2,800Art Room 2 1,200 2,400 Storage 1 200 200 Kiln 1 100 100Subtotal 16,490

Special NeedsResource Rooms 4 600 2,400Homerooms 4 1,000 4,000Focus if any seclusion room 1 150 150Storage 1 200 200Toilet/ Changing 2 100 200Related Services 4 150 600OT/PT/Dape Storage 0 150 0Conference Room 1 150 150Subtotal 7,700

Media/LibraryCirc./Stacks/Seating 1 3,500 3,500Reading Area 1 350 350Small Group 3 100 300Workroom/Office/Storage /AV 1 200 200Media Directors Office 1 150 150Subtotal 4,500

AuditoriumAuditorium 1 8,000 8,000 1000 seatsSupport 1 2,000 2,000Stage 1 2,400 2,400Subtotal 12,400

Phy Ed Gym 1 13,000 13,000Fittness 1 2,400 2,400Boys Lockers/ Showers/ Toilets 1 1,200 1,200Girls Lockers/ Showers/ Toilets 1 1,200 1,200Storage 1 600 600Staff 2 180 360 inc toilet/showerSubtotal 18,760

School AdministrationAdministrator 1 175 175Assistant Principal 2 150 300Secretary/Receptionists/Waiting 1 500 500Workroom 1 240 240Records Storage / Vault 1 160 160Conference Room 1 175 175Psych Office 1 150 150Transient Office 1 100 100Toilets 1 50 50Nurse's Office 1 150 150 Toilets 1 50 50 Cot room 2 80 160Staff Workroom / break area 1 400 400Subtotal 2,610

Food ServicesCafeteria (400 Kids @15 SF Ea) 1 6,000 6,000Table Storage 1 300 300Community Room 1 850 850Community Ed Storage 1 200 200Serving 1 600 600Food Prep 1 2,600 2,600Dry Food Storage 1 350 350Freezer 1 200 200Cooler 1 100 100Dishwasher 1 150 150Staff Dining 1 900 900Office 1 100 100Toilets/Lockers 1 150 150Subtotal 12,500

Building ServicesRecycle Room 1 200 200Custodial Closets 6 100 600Custodian Office 1 100 100Custodian Storage 2 500 1,000Custodian Washer / Dryer 1 130 130Toilet 1 50 50Building Storage / Work Area 1 500 500Building Washer / Dryer 1 130 130Receiving 1 500 500Building Outdoor Storage 1 300 300Maintneance Outdoor Storage 1 100 100Toilets / Students (Pair) 7 400 2,800Subtotal 6,410

Total Programmed SF 127,87030% circulation 38,361Total SF 166,231

Subtotal

Bas

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Base QuestionISD 535 Rochester Public Schools Assumptions:2019 Referendum Budget November 5th , 2019 Referendum

5/2/2019 Bid January of 2021Occupy Fall 2022

Construction Budget District Requests CommentsNew 720 Elementary @ NW Site 24,041,875$ Site Work 1,800,000$ Bishop rebuild to 720 24,041,875$ Demolition / Site Work 2,000,000$ Longfellow rebuild to 720 25,211,875$ Demolition / Site Work 2,000,000$ New Middle School 44,051,215$ Site work 3,200,000$ Safety & Security 6,000,000$ No camerasHS Auditoriums 1,750,000$

Referendum Construction Contingency 4,022,905$ Subtotal 138,119,745$ Construction Testing/ Design 45,000$ SAC/WAC 400,000$ UnverifiedTotal Construction Budget 138,564,745$

Owner CostsA/E Fees 9,668,382$ Commissioning 200,000$ est $50k / buildingSoil Boarings 50,000$ est 10k+ / buildingSurveys 100,000$ 4 locationsReimbursables 45,000$ Builders Risk -$ part of construction cost aboveBuilding Permit/Plan Review 345,299$ Aproximately .25% of constrRelocation/Temporary Storage Expense 200,000$ Land Purchase 1,500,000$ Bond Issuance/Financing -$ FFE 3,200,000$ Variable based on reuse of FFETechnology 2,000,000$ Total Owner Costs 17,308,682$

Total Referendum Dollars pre inflation 155,873,427$ Inflation prior to bidding 15,587,343$ 10%Total Recommended Referendum Value 171,460,769$

O:\18Proj\180362\400 Design\406 Reports\Review and Comment\Supporting Information and Attachments\7 - Appendix\Final budget 2019 referendum.xls

PRELIMINARY

INFORMATION

ISSUED IN

REVIEW & COMMENT

8/19/19

2nd QUESTIONISD 535 Rochester Public Schools Assumptions:2019 Referendum Budget November 19 Referendum

5/2/2019 Bid January of 2021Occupy Fall 2022

Construction Budget District Requests CommentsPool Reconfiguration 7,600,000$ Pool @ Century Repurpose 3 MS pools

Referendum Construction Contingency 380,000$ 5%Subtotal 7,980,000$ Construction Testing/ Design 15,000$ SAC/WAC -$ UnknownTotal Construction Budget 7,995,000$

Owner CostsA/E Fees 558,600$ Commissioning 15,000$ Printing Costs 5,000$ Soil Boarings 10,000$ est 10k+ / buildingSurvey 10,000$ Reimbursables 5,000$ Builders Risk -$ part of contruction cost aboveBuilding Permit/Plan Review 19,950$ Aproximately .25% of constrRelocation/Temporary Storage Expense -$ Future Property Needs -$ Bond Issuance/Financing -$ FFETechnologyTotal Owner Costs 623,550$

Total Referendum Dollars pre inflation 8,618,550$ Inflation prior to bidding 861,855$ 10%Total Recommended Referendum Value 9,480,405$

O:\18Proj\180362\400 Design\406 Reports\Review and Comment\Supporting Information and Attachments\7 - Appendix\Final budget 2019 referendum.xls

RO

CH

ESTE

R P

UB

LIC

SC

HO

OLS

REF

EREN

DU

M P

RO

JEC

TS S

CH

EDU

LE

May 2019

June 2019

July 2019

August 2019

September 2019

October 2019

November 2019

December 2019

January 2020

February 2020

March 2020

April 2020

May 2020

June 2020

July 2020

August 2020

September 2020

October 2020

November 2020

December 2020

January 2021

February 2021

March 2021

April 2021

May 2021

June 2021

July 2021

August 2021

September 2021

October 2021

November 2021

December 2021

January 2022

February 2022

March 2022

April 2022

May 2022

June 2022

July 2022

August 2022

Roc

hest

er P

ublic

Sch

ools

Bis

hop D

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Documents

SCHOOL DISTRICT 535 REVIEW AND COMMENT...Pursuant to M.S. 123B.71, Subd. 9, the School Bo ard, Superintendent, staff and communities of Independent School District No. 535 (Rochester