0.8.09 A Team Approach

A Team Approach:
SCHOOL
DISTRICT/DEVELOPER
CREATIVE SOLUTIONS IN
FINANCING AND BUILDING
February 26, 2003
Introduction:
SCHOOL FACILITIES
PLANNING
Background:
WHAT BUILDERS WANT
AND NEED
COST SAVINGS
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Developer Fees
Mitigation Payments
Cost of Construction
Developer Built Schools
Joint Use
Land Preservation – Compact Sites
MARKETING
ƒ Facilities Designed for Compatibility
with Community
ƒ Facilities Built When Needed
ƒ Good Education Program/ Test Scores
ƒ Neighborhood Schools
FINANCIAL CERTAINTY
ƒ Fee Program – Level II Fees
ƒ Direct Benefits
ƒ Mitigation Agreements
ENTITLEMENTS
ƒ Project Approval
ƒ Legal Constraints to Stopping
Development Approvals
ƒ Community Support of School Program
ƒ District Support with City – County
Jurisdictions
GOOD RELATIONSHIPS
ƒ Developers are people with children in
your schools
ƒ On-going relationships
ƒ Mutually Beneficial Relationships
CREATIVE
SCHOOL PLANNING
IN AN
UNCERTAIN
ENVIRONMENT
NEWHALL CASE STUDY
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Demographic Changes
Stevenson Ranch Communities
Cost Considerations
The Solution
Mitigation Agreement Amendments
IRVINE CASE STUDY
Demographic changes
Operating Budget Concerns
Northern Sphere Communities
The Challenge of Determining Student
Generation Rates
ƒ Base Program/ Alternative Program
ƒ Preparing a Living Document
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CHINO VALLEY CASE STUDY
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Regulatory Changes
Developer Built Schools
Flexibility
Cost Savings
Chaparral Elementary School
] The plan incorporates joint use of an adjacent 3-acre
neighborhood park.
] Using innovative joint use planning the District was able
to save over $2.1 million in land acquisition costs. This
provided a savings to the State and local taxpayers of
$1 million dollars each.
Chaparral Elementary School
Chaparral Elementary School
Chaparral Elementary School
Ladera Ranch Elementary
and Middle Schools
] The plan incorporates joint use of an adjacent 8-acre
neighborhood park.
] The District along with the County of Orange have
developed a joint use County/District Library.
] The joint use portion of the project consists of School
Library (4,500 square feet) and County Library (9,500
square feet) for a total of 14,000 square feet of Library
area.
] The County contributed $1.5 million for their share of
the project.
Ladera Ranch Elementary
and Middle Schools
Ladera Ranch Elementary
and Middle Schools
Open to School /
Children’s Library Below
County Library Area
Ladera Ranch Elementary
and Middle Schools
Oso Grande Elementary School
] The plan incorporates joint use of an adjacent 3-acre
neighborhood park.
] Using innovative joint use planning the District was able
to save over $2.1 million in land acquisition costs. This
provided a savings to the State and local taxpayers of
$1 million dollars each.
Oso Grande Elementary School
Summary of Joint Use Projects
within Ladera Ranch Community
] The benefits derived from successful joint planning of
the four schools on three sites, including a County
library facility, saved local taxpayers over $20 million
dollars.
] In addition to the savings of land acquisition,
operational costs for maintaining playfields has been
dramatically reduced.
Basic Steps to Implement Joint
Use/Development Agreements
] Actively pursue joint use opportunities.
] Know your joint use partner.
] Understand each others roles and responsibilities.
] Define each participant’s project schedule.
] Coordinate timing of approval by the Board and the
Agency.
Questions / Issues ?