North Colonie Central Schools
March 6, 2014
Shaker High School Media Center

Welcome

Review of Our Facilities Planning Process and Physical Plant

Maintenance Projects (Schedule D)

Transfer to Capital Fund Projects (Schedule E)

Tax Levy Cap

Debt Service

Enrollment



The Mission Statement is the Litmus Test.
All students are provided the opportunity and
necessary support to engage in relevant,
challenging work which contributes to their
academic and social growth and development.
All staff, teachers and administrators are part of
a larger learning community, working together
to build collective capacity in order to provide a
high-quality, relevant, equitable education for
all.


They must be “mission-tested”
They must address a problem defined as follows:
 Does the facilities work address an immediate or looming
health, safety, maintenance or security issue? This will be
addressed by the Building Conditions Survey(BCS).
 Does the facilities work address a program issue or problem
that has substantially compromised our capacity to provide
our students the opportunity and necessary support to
engage in relevant, challenging work which contributes to
their academic and social growth and development?
 Does the facilities work address a problem that has
substantially compromised the capacity of all staff, teachers,
and administrators to effectively and efficiently directly
deliver or support the delivery of a high-quality, relevant,
equitable education for all?
The Role of the Building Conditions Survey

NYS Education Law (Section 155.1 Educational Facilities,
Part a.4) and regulations require a Building Conditions
Survey (BCS) to be conducted every five years.

The Building Conditions Survey purpose is to provide an
overview of the general condition of each building the
district owns and rank urgent and future replacements
and renovations work identified by our Architects.

A separate state aid formula reimburses districts for part
of the cost of this survey.

There is also a required Annual Visual Inspection (AVI).
The BCS is not the AVI. However, the BCS will suffice for
the AVI for the year in which the BCS is conducted.
The Building Conditions Survey includes:

Building Systems Conditions Ratings and Definitions:





Excellent: System is in new or like-new condition and functioning
optimally; only routine maintenance and repair is needed
Satisfactory: System functioning reliably; routine maintenance and
repair is needed
Unsatisfactory: System is functioning unreliably or has exceeded
its useful life. Repair or replacement of some or all components is
needed
Non-Functioning: System is non-functioning, not functioning as
designed, or is unreliable in ways that could endanger occupant
health and/or safety. Repair or replacement of some or all
components is needed.
Critical Failure: Same as “NF” with the addition that the condition
of at least one component is so poor that at least part of the building
or grounds should not be occupied pending needed
repairs/replacement or some or all components is needed
The District includes:

12 district locations with over one million square feet of occupied space
and roof area

4 natural gas stand-by generators

14 additional buildings/storage structures

13 security camera systems with 25 DVR’s and over 200 cameras

30 heating system boilers

Over 120 air handling, roof top, energy recovery units

Over 150 heating system pumps

Over 175 heating and domestic water pumps

Over 200 rooftop exhaust fans

Over 300 interior motors

Over 2,500 doors, locksets and associated door hardware

Over 3,000 windows and associated door hardware

Over 10,000 plumbing fixtures

Over 20,000 electrical fixtures and components

284 acres of property

8 playgrounds

21 interscholastic practice/playing fields
 5 premier interscholastic fields

20 parking lots
 Over 3 miles of roadway and walkway maintained

Work Orders

On average between 3,000 and 4,000 per year
What do we currently do?




Complete BCS every five years.
We take BCS seriously and approach it methodically/ thoughtfully
to address the “unsatisfactories.”
All projects identified through this process are placed on a
master list for future consideration and reviewed annually.
Summary of projects identified as Priority 1-3 in last BCS that
are completed or scheduled to be completed before next BCS:
Building
Blue Creek
Boght Hills
Forts Ferry
Latham Ridge
Loudonville
Southgate
SJHS
SHS
Percentage
Complete/Scheduled
82%
99%
100%
88%
99%
29%
61%
73%
We take care of identified issues through our annual budget
process through three areas:
 Daily Maintenance
 Maintenance Budget Projects
 Transfers to Capital Fund
 This has accounted for $1.445 million in each of the two previous
year’s budgets. We plan to increase this to $2.535 million in 14-15.
 Such a practice is not the “norm” among school districts. We
believe in taking care of issues timely vs. deferring maintenance.
 It drastically mitigates or even eliminates the need to bond for
standard projects identified in the BCS.
 A means to address program needs and enhancements identified
by district administrators.
How do we Address our Identified Needs?

General Maintenance – included in the base operating budget.


Maintenance Budget Projects – separate listing is presented to
BOE during budget process for inclusion in proposed budget
within overall Maintenance Department section.


e.g. These are projects of programmed maintenance type or identified by
building principal/supervisor
Small-Medium Size Capital Projects – separate listing is
presented to the BOE during budget process for inclusion in
proposed budget as an Interfund Transfer to the Capital Fund.


e.g. Normal day-to-day wear and tear repairs within the buildings
e.g. Projects typically over $10,000 that are aidable through the State
Education Department that can be accomplished within a year of being
approved by the Commissioner
Large Capital Projects – separately voted on bond issuances.

e.g. Projects of a larger magnitude that typically may need to be accomplished
throughout the year or over a longer period of time and may impact the
operations within the school building to varying degrees. Projects are also
Building Aid eligible.
$300,000
$250,000
$200,000
$150,000
Budgeted
Amount
$100,000
$50,000
$0
2009-10 2010-11 2011-12 2012-13 2013-14 2014-15
Proposed Maintenance Budget Projects for 20142015 school year total $170,000
 This is an increase over 2013-14 budget
($20,000)
 These projects are either not aidable (GR, MW &
Maintenance Shop), require immediate attention or
are typically minor enhancements/repairs to the
buildings that are not easily aidable through a
capital project because of cost thresholds or are
required to be coupled with a larger project of like
type.

Replace Pressure Treated
Stairwell to Playground at LR
Addition of tack boards in
hallways at SG, BH, LR
Goodrich Cafetorium
Goodrich Curriculum Training Center
Alternative Education
Classroom
SHS G211 Art Room Cabinetry
Loudonville Basketball Court
Maplewood Annex Window
Abatement/Replacement
Concrete Leveling of Walks
and Flagpoles
SHS C108 Classroom
SHS Gym Fire Pull
Relocation
Station Replacement
SHS Hot Water Heater
Replacement
Maintenance Department BC Boiler Pumps
Lower Door Panels
Replacement
SHS Pool Pump Room
Valve Replacements

Blue Creek




Boght Hills


Install window air conditioner in Nurse’s Office
Replace 3 Boiler Pumps
Replace carpeting in computer lab
Replace delaminating corkboards in main hallway
Forts Ferry



Replace pneumatic control on primary wing exhaust fan
Replace exhaust fan for 1991 addition
Replace lithium batteries in GPS clock system

Maintenance Department


Maplewood Annex (Custodial)


Replace rusted lower panels on 2 overhead doors and
install electric motorized door openers
Abate asbestos caulk from windows and replace with
energy efficient windows or insulated panels
Shaker Junior High School


Replace overhead “can” lights in auditorium
Replace original heating valves under auditorium
seating area

Goodrich


Latham Ridge




Install ducted air conditioning system in public
information office area
Install eight bulletin boards in north 1991 addition
hallway
Run permanent power on stage above lights for
production equipment
Mount LCD projector in Art Room
Southgate School

Build small storage area that meets fire code in 1991
hallway for Special Education equipment

Shaker High School






Reorganize walls in K115 to better support special
education instructional needs
Relocate walls and electrical in classroom C108 for
improved ventilation
High pressure water jet pool main drain and re-sleeve
pipe with epoxy coating
Replace 16 heat valves and 6 check valves original to
building heating system
Replace air dryer for heating system compressed air
Replace water heater in main boiler room (750,000
BTU)

Districtwide







Upgrade 3 security camera DVR’s
Replace 10 security cameras for district security
systems
Install 4 LCD projectors per building
Replace worn carpet around the district
Restripe crosswalks, fire lanes, loading zones and
student drop-off areas
Replace steam traps and related piping in FF, LV, GR,
MW
Level concrete walkways and flag poles at district
buildings
$3,000,000
2,535,000
$2,500,000
$2,000,000
$1,500,000
$1,000,000
1,525,000
1,445,000 1,445,000
860,000
Budgeted
Amount
750,000
$500,000
$0
2009-10 2010-11
2011-12
2012-13 2013-14
2014-15
BC Hallway Cabinet
Heater Replacement
Transportation
Exterior Panel Rust
Pool Renovations: Ventilation, Chemical Control, Water
Filtration, Electrical and Plumbing Replacement
FF Exterior Door and
Frame Replacement
LV Exterior Wood Door
Replacement
Mill and Repave BC to SHS
Walkway/ Roadway

Blue Creek Elementary

Improve crawl space ventilation/dehumidification under building
 Estimated Cost: $175,000

Replace original corridor convector heaters
 Estimated Cost: $20,000

Install automatic door opener at main entrance for handicapped
access – tie in swipe card system
 Estimated Cost: $8,000

Abate asbestos floor tile in Room 9, 14 and PT room; install VCT
in Room 9 & 14 and rubberized flooring in PT room
 Estimated Cost: 25,000

Reduce size of bathroom in Room 7 to increase size of
classroom area
 Estimated Cost: $10,000

Classroom modifications to accommodate for all day
Kindergarten in future

Estimated Cost: $7,500
Boght Hills Elementary

Remove gym partition & replace with pull curtain


Install handicapped accessible automatic door opener at main
entrance & tie into swipe card system


Estimated Cost: $13,000
Estimated Cost: $8,000
Classroom modifications to accommodate for all day
Kindergarten in the future

Estimated Cost: $7,500
Forts Ferry Elementary

Replace 7 rusting exterior doors and frames with energy
efficient FRP doors


Install handicapped accessible automatic door opener at main
entrance & tie into swipe card system


Estimated Cost: $35,000
Estimated Cost: $8,000
Classroom modifications to accommodate for all day
Kindergarten in the future

Estimated Cost: $7,500
Latham Ridge Elementary

Remove, reconstruct or replace and reflash/seal 6 sections of
leaking front windows
 Estimated Cost: $30,000

Install handicapped accessible automatic door opener at main
entrance & tie into swipe card system
 Estimated Cost: $8,000

Replace kitchen exhaust and ductwork
 Estimated Cost: $35,000 (Funded by Food Service Fund)

Classroom modifications to accommodate for all day
Kindergarten in the future
 Estimated Cost: $7,500
Loudonville Elementary

Install handicapped accessible automatic door opener at main
entrance and tie into swipe card system
 Estimated Cost: $10,000

Replace exterior doors in kitchen, gymnasium and
gym/auditorium hallway entrance with FRP doors
 Estimated Cost: $15,000

Classroom modifications to accommodate for all day
Kindergarten in the future
 Estimated Cost: $10,000
Southgate Elementary

Install handicapped accessible automatic door
opener at main entrance and tie into swipe card
 Estimated Cost: $8,000

Classroom modifications to accommodate for all
day Kindergarten
 Estimated Cost: $7,500
Shaker Junior High School

Replace rippling carpet in Library and deteriorating
carpet in auditorium: install expansion joint in
auditorium
 Estimated Cost: $30,000

Air condition Room A209 (Tech. Ed/Home & Careers
lab) and abate a small portion of floor tile
 Estimated Cost: $15,000

Replace AHU with RTU for fitness room including
asbestos abatement
 Estimated Cost: $60,000

Install handicapped accessible automatic door opener at
main entrance and tie into swipe card system
 Estimated Cost: $9,500
Shaker High School

Mill and repave student walk path/road from Blue Creek to H-Gym
 Estimated Cost: $150,000

Remove original F Gym folding partition and replace with pull curtain
 Estimated Cost: $15,000

Replace air handling units for boys & girls H-Gym locker room with RTU
& F-Gym locker rooms exhaust unit
 Estimated Cost: $120,000

Reconstruct Library office area into computer lab; relocate library
support staff and accommodate new power, IT cabling and ventilation
as required
 Estimated Cost: $100,000

Replace univents in upper/lower M and K wings; improve climate
control in Taft Cafeteria
 Estimated Cost: $550,000
Shaker High School

Phase I – Pool Renovations – installation of pool deck air
evacuation system and UV water filtration system to address
chloramine issues with pool water
 Estimated Cost: $100,000

Phase II – Pool Renovations – Replace pool climate air system,
exhaust & associated ductwork to bring ventilation to current
standards, replace electrical for pool filtration system; replace
water filtration, plumbing system & chemical distribution
system; rebuild walls of pool pump pit area
 Estimated Cost: $750,000

Install dedicated exhaust system to roof for CIM lab material
cutting room
 Estimated Cost: $35,000
Transportation

Repair/replace rusted exterior wall panels; re-secure
all exterior panels to building structure; paint
exterior of metal building


Estimated Cost: $100,000
Replace ceiling mounted infrared heaters in wash
and mechanics bays

Estimated Cost: $45,000










Project identified during Fall 2013-Winter 2013-14.
Project reviewed and prioritized Winter 2013-14.
Superintendent and Facilities Director determine if project
should be included in 14-15 budget request.
Board of Education approve projects to be included in 1415 budget.
Architect does preliminary plans of project Spring 2014.
Budget Vote May 2014 which includes funding for project.
Architect finalizes plans (May-June 2014) and submits to
Facilities Planning Summer 2014. (Currently 5-6 month
review process).
Facilities Planning approves plans January-March 2015.
Projects bid March-April 2015.
Bid awards approved by BOE and work begins Summer
2015.
Not really a “cap”
 Sets a higher threshold for voter approval of
budgets if proposed tax levy increase exceeds the
“tax levy limit” - 60% or more would be required
versus simple majority (more than 50%)
 Tax levy limit calculated and will vary by district
 Tax levy limit is not a limit – just a threshold for
what level of voter support is required
See Tax Levy Cap Handout

A
B
AxB=C
Real Property Tax Levy
Tax Base Growth Factor
D
Payments in Lieu of Taxes Receivable During Prior Year
E
Capital Expenditure Exclusions Yr. 1
C+D-E=F
Adjusted Prior Year Tax Levy
G
Allowable Levy Growth Factor
F*G=H
Tax Levy Limit before Exclusions
I
Less: Payment in Lieu of Taxes Receivable
J
Pension Exclusion:
TRS/ERS
K
Capital Expenditure Exclusion Yr. 2
H - I + J + K = L Tax Levy Limit Adjusted for Exclusions
(L-A)/A
Estimated Tax Levy Increase
73,621,583
1.0065
74,100,123
100,000
2,977,595
71,222,528
1.0146
72,262,377
100,000
0
4,130,952
76,293,329
3.629%
Yr. 1
Yr. 1
Yr. 1
Yr. 1
Yr. 1
Yr. 1
Transfers to Capital (actual exp. in H fund)
Debt Service - Bonds
Transportation Equipment
Total Capital Expenses
Less Related Aid
Regular Building Aid & Reorg Incentive Aid
Less Building Conditions Survey Aid
Total Building Aid
Yr. 1
State Share Ratio for Trans Aid
Yr. 1
Assumed Capital Trans Expenses (Line 79 of TRA Run)
Total Trans Aid
Capital Exclusion
Transfers to Capital (actual exp. in H fund)
Debt Service - Bonds
Transportation Equipment
Total Capital Expenses
Less Related Aid
Regular Building Aid & Reorg Incentive Aid
Less Building Conditions Survey Aid
Total Building Aid
State Share Ratio for Trans Aid
Yr. 1
Yr. 2
Yr. 2
Yr. 2
Yr. 2
Yr. 2
Yr. 2
Yr. 2
Yr. 2
Yr. 2
Assumed Capital Trans Expenses (Line 137 TRA-Est Run)
Total Trans Aid
Capital Exclusion
1,172,246
4,162,094
797,000
6,131,340
(2,814,788)
(2,814,788)
0.499
679,273
(338,957)
2,977,595
2,548,500
4,115,632
754,000
7,418,132
(2,923,326)
(2,923,326)
0.494
736,547
(363,854)
4,130,952
 Purchase with cash whenever fiscally sound
 Interest cost savings
 Debt issuance costs avoided
 Building Aid is generated based on estimated debt
service costs. With Transfers we don’t incur interest costs
so the % of the project that is funded by Building Aid is
increased
 For example, a recent capital project funded with a
Transfer to Capital was approx. 83% paid for by
Building Aid, although our aid ratio is approx. 69%)
 Limit length of borrowings as much as possible
 Review outstanding debt regularly for refunding
opportunities/interest recalibration waivers
 Review
of Debt Service Schedule Handout
 Bonds
Five Serial Bonds Outstanding
 Installment
Debt Leases for IT Equipment
Installment Lease-issued 2013-14
Proposed Installment Leases 2014-15
400
380
360
340
320
300
280
260
240
220
200
1988-1992: 366
1993-1997: 320
1998-2002: 295
2003-2007: 292
2008-2012: 280
Grades K-6
Grades 7-8
Grades 9-12
Total
2008-09
2,642
968
2,038
5,648
2013-14
2,505
878
1963
5,346
Difference
-137
-90
-75
-302
Grades K-6
Grades 7-8
Grades 9-12
Total
2013-14
2,505
878
1,963
5,346
2014-15
2,505
838
1,950
5,293
2015-16
2,479
858
1,925
5,262
2016-17
2,448
878
1,884
5,211
2017-18
2,418
861
1,923
5,202
2018-19
2,387
853
1,901
5,141
2019-20
2,403
825
1,904
5,132
Grades K-6
Grades 7-8
Grades 9-12
Total
2,505
878
1,963
5,346
2018-19
2,387
853
1,901
5,141
Difference
-118
-25
-62
-205
2013-14
Grade 9
Grade 10 Grade 11 Grade 12
Total
Change
2012-13
505
498
509
534
2,046
2013-14
451
499
486
527
1,963
-83
2014-15
504
451
494
501
1,950
-13
2015-16
466
504
446
509
1,925
-25
2016-17
460
466
499
459
1,884
-41
5-Year
Change
-45
-32
-10
-75
-162
-162
March 13
Equipment—includes Technology (Schedule C)
March 17
Summer Curriculum Development
Schedule G
Use of Fund Balance
Contingency Budget
March 20
New Programs & Initiatives, including Special Ed.
Program Reconfigurations (Schedule F)
Staffing Changes (Schedule B)
March 27
Further discussion, if needed
March 31
Voting by Board
* All meetings will begin at 7:00 p.m. in the SHS Media Center
Budget page on District website contains many
resources

Past presentations and videos from earlier this year
 Detailed information on tax levy cap, GEA,
sequestration cuts
 Relevant budget news articles from around the area
 Timeline of events for the remainder of budget season

Follow along online – participate in the budget
process from home via the live-stream feed
 Full budget meeting recaps available on District
website
