Tag Archives: 2016 State School Bond Initiative

State Allocation Board Update

June 28, 2017

On Wednesday, June 28, the State Allocation Board (SAB) met to hear issues related to actions taken at their meeting on June 5, 2017 (approval of “Option 1”).  Specifically, under Action Items, the agenda included “Regulatory Amendments for Increased Program Accountability” and “Regulatory Amendments for the Financial Hardship Program.” Under Informational Items, the agenda included “School Facility Program Application Processing.”  The following is a summary of each agenda item. Continue reading

SAB Takes Action on Upfront Agreement & Beyond Bond Authority Project List

On Monday, June 5, 2017, the State Allocation Board (SAB) took action on two key policy issues that are critical to the implementation of Proposition 51: a) Regulatory Amendments for Increased Program Accountability (template for Upfront Grant Agreement); and, b) School Facility Program (SFP) Applications Received Beyond Bond Authority List (how to proceed with projects on the Acknowledged List). These proposals were originally scheduled to be adopted at the SAB meeting on April 24, 2017, but the action was deferred to a later date due to concerns with the draft prepared by the Office of Public School Construction (OPSC).

Fourteen CASH members testified during the hearing including Chair Don Ulrich (Clovis USD), Vice Chair Julie Arthur (Palm Springs USD), Immediate Past Chair Jenny Hannah (Kern HSD), and board members Rob Pierce (Elk Grove USD) and Alan Reising (Long Beach USD). The following is a summary of the actions that the SAB took on these agenda items:

Upfront Grant Agreement
The SAB voted to approve the Upfront Grant Agreement and conforming regulatory amendments, approved the projects on Attachment #5 for placement on the Unfunded List (Lack of AB 55 Loans), and exempted these projects from the Grant Agreement requirement. CASH and the education community had advocated for changes to the Grant Agreement, which were incorporated in this approval. These changes include:

  • Changes to the eligible expenditures list to expand eligibility of freezers, refrigerators, and exercise equipment.
  • The option of project-specific guidance letters incorporated by reference into the Grant Agreement – allows districts to achieve certainty on unusual project expenditures, ensuring auditors will allow.
  • The Grant Agreement is required at fund release, not as a condition of apportionment.
  • Projects on the True Unfunded List are exempt; the grant agreement still applies to all projects on the Acknowledged List.

The Grant Agreement as adopted includes a significant policy change by making educational technology, including computers and printers, an ineligible expenditure.

Beyond Bond Authority List
After extensive discussion and testimony from CASH board members and members of the education community, the SAB voted to approve “Option 1” which requires new construction projects on the Acknowledged List to re-justify their eligibility for the enrollment year in which the application was processed by OPSC, without losing their place in line. The biggest policy debate of the evening was whether schools should be required to update eligibility, or if projects would be processed with eligibility at the time of submittal. Projects that would no longer be eligible under updated eligibility have the right to submit an appeal to the SAB.

CASH would like to thank our members for their dedication and commitment to qualifying, approving, and now working to implement Proposition 51.

~ CASH Staff

CASH Alert: Encouragement to Attend the June 5, 2017 SAB Meeting

May 26, 2017

On Monday, June 5, 2017, the State Allocation Board (SAB) will meet at 4:00 pm in Room 437 of the State Capitol to consider recommendations on the proposed Grant Agreement, True Unfunded List, and Acknowledged List. Click here to see the CASH letter addressing these proposals.

We encourage you to attend the SAB meeting and speak to your specific concerns about the proposals and how they will affect your school district or client district.

More information will be provided during the CASH Monthly Update Meeting also scheduled for Monday, June 5, 2017, at 11:00 am in the Lower Level Conference Room A at 1130 K Street, Sacramento, CA 95814.

We additionally would like to further encourage you to communicate your concerns directly to your State Senators and Assembly Members. The district draft letter found here, may be a resource in doing so.

~ Tom Duffy

CASH Urgent Action Alert: Letters Needed from School District Members

May 24, 2017

Dear CASH School District Member:

We are writing to request your help in communicating with your representatives in the State Senate and the State Assembly to ask for their direct action to assist us in:

  1. Focusing legislative pressure on the Department of Finance (DOF) to increase school bond sales for matching funds through Proposition 51 in years 2018 and in 2019; and
  2. Communicating to the State Allocation Board (SAB) concerns as to how the Office of Public School Construction (OPSC) and DOF are proposing to treat districts projects negatively that are on the “Acknowledged List.”

Unfortunately, in the May Revision the DOF did not change the state’s plan to sell only $600 million in Proposition 51 bonds between now and June 30, 2018. That rate of bond sales will not even cover the new applications being filed, much less the current $2.4 billion waiting list.

In communicating with your legislative representatives we ask that you cite specific information about your District’s projects waiting for state bond funding, including estimated state bond funding amounts. We request that you speak to the need to increase state bond sale amounts for purposes of funding your projects and the $2.4 billion in the pipeline waiting for funding.

It is important to note here that it has been proposed by OPSC that the SAB consider sending projects on the “Acknowledged List” back to the applicant school districts, thus denying funding to those projects.

To date, there are $2 billion on the “Acknowledged List.” This is a combination of new construction and modernization projects. If your District has projects on the “Acknowledged List” we advise that you specifically identify those projects to your representative and detail the negative impact that the proposed action to deny funding to the “Acknowledged List” will have on your District.

We suggest also that you communicate your concern regarding the proposed OPSC/DOF “grant agreement” that is intended to be applied retroactively to all projects waiting for funding, notwithstanding the fact that contracts have been signed or that projects have been completed and occupied.

The Legislature needs to hear directly from you about the specific harm that the proposed OPSC and DOF actions will have on your district.

Again those proposed actions are:

  1. Limit bond sales;
  2. Reject projects waiting for funding on the “Acknowledged List;” and
  3. Require that a grant agreement is signed for each project retroactively.

Please review the draft letter that you may use to write your own request that the state sells more bonds faster.

Please send your letter to your State Assembly Member and State Senator.

Thank you in advance for your assistance on this matter of importance.

~ Tom Duffy

May Facility Planners Update

May 1, 2017

The CASH Facility Planners Meeting Update for May 2017 is now available and includes information regarding:

  • State Allocation Board Defers Action on School Facility Program Upfront Grant Agreement
  • Legislative Update
  • CASH Welcomes New Members
  • Upcoming Networking Mixers

Click here to download the Update.

~ CASH Staff

Quarterly Message from the Chair

April 25, 2017

Continuing Our Success

A school building is more than a physical structure providing housing, light, heat, and shelter from the elements; it is the expression of the community’s commitment to education.

– Donald Leu

It is my honor to have been chosen to lead the CASH organization at this critical and exciting time. I would like to thank the CASH Board for showing their faith in me, and particularly our outgoing chair Jenny Hannah. We all know Jenny as a kind and compassionate leader, and we have also learned that she can be relentless in the pursuit of the issue that is the foundation of our organization: that the state of California must be a partner in providing resources for communities to build and maintain schools. Her leadership and effort during the Proposition 51 campaign contributed significantly to its success. Thank you, Jenny, for working in the best interests of the students and teachers of California. You made Middle Earth proud.

Continue reading

OPSC Stakeholder Meeting on Front-End Grant Agreements for the SFP

On Thursday, March 30, 2017, the Office of Public School Construction (OPSC) held a stakeholder meeting in Sacramento to review OPSC’s draft grant agreements for the School Facility Program (SFP). The OPSC is planning to receive stakeholder input, and then take the item to the State Allocation Board (SAB) on its April agenda scheduled for April 26, 2017. This is a key document that needs to completed before Proposition 51 funds become available for school districts projects. CASH’s Board of Directors goal on OPSC’s proposed front-end grant agreement is to ensure that the grant agreement and audit guide are consistent with one another so that districts understand the rules and expectations throughout the entire life of the project. Further, CASH is requesting concurrent adoption of the Administration’s trailer bill language by the date of the April SAB Board meeting. CASH believes that such coordination is necessary to allow for the establishment of clear expectations while facilitating swift implementation of Proposition 51.  Joe Dixon, Tom Duffy, and Ian Padilla attended the stakeholder meeting to represent CASH.

The substance of the meeting discussion was OPSC receiving and responding to stakeholders concerns. While the meeting included discussion of many significant policy and technical issues, the overarching concern expressed by stakeholders was to distinguish between what are clarifications to the existing process and what are changes to the existing process. In addition, stakeholders expressed concern that there has been insufficient time to provide quality input on the proposal and requested additional opportunities to provide feedback. In response, OPSC staff stated that they are open to additional written input and would look into the possibility of another stakeholder meeting, but that they wanted to ensure they had adequate time to prepare the document for presentation at the April SAB meeting.

~ CASH Staff

38th Annual Conference Summary

March 17, 2017

 

The CASH 38th Annual Conference on School Facilities was outstanding! Held February 20-22, 2017, the positive energy from the more than 2,000 attendees was palpable throughout the Sacramento Convention Center and Hyatt Regency Hotel in Sacramento. Once again, the Trade Show sold out, we had a long list of sponsors and overall attendance increased more than 12 percent!
Thank You Exhibitors and Sponsors!

CASH would also like to thank the 41 sponsors and nearly 200 exhibitors for supporting the 38th Annual Conference, as well as the following exhibitor weblink participants:

NextGen Experience

Attendees visited the NextGen Experience in the Trade Show to touch, feel, and experience the possibilities of flexible learning environments firsthand while conversing with vendors about integrating the flexible learning spaces into to their projects.

CASH would like to thank Jim Kisel, Lindsay Hayward and Kate Mraw with LPA, Inc. for their time and expertise designing this unique learning lab. We would also like to thank the following vendors for outfitting the space:

  • AFE Sports/AstroTurf/Rekortan
  • Balfour Beatty Construction
  • Buzzi Space
  • Campbell Keller
  • Cisco
  • LPA
  • MeTEOR
  • Mondo
  • Office Depot
  • Paragon
  • Shaw Contract
  • VS America

 

 

 

 

 

Highlights of the Conference included:

Workshops, Clinics and Roundtable Discussions

This year’s Conference included more than 40 workshops and clinics, and 30 roundtable discussions on hot topics and current issues, including finance, school construction, high performance and planning. The annual workshop for first-time attendees and new members was very well attended. At the very popular M&O Technology and Demonstration Fair and Reception, attendees received hands-on learning about the maintenance technology areas of solar, security, energy savings and more.

Monday, February 20

Golf Tournament

The Golf Tournament drew many golfers, despite the challenging weather. The sportsmanship and tenacity was evident, and a great time was had by all!

CASH Maintenance Management Certification Program

The more than 40 participants of the CASH Maintenance Management Certification Program presented their final maintenance plans on the morning of Monday, February 20. That afternoon, they received their Certificates of Completion during the graduation ceremony. Congratulations graduates!

Welcome Reception

During the Monday evening Welcome Reception, attendees had their first opportunity to visit the Exhibitors and NextGen Experience in the Trade Show, and network with their industry colleagues.

Tuesday, February 21

Tuesday morning, attendees were able to choose from workshops on current issues and hot topics, roundtable discussions, and the open Legislative Advisory Committee meeting. The Trade Show also reopened Tuesday morning and remained open throughout the day; attendees flocked to dessert service after lunch and concluded the evening during the reception.

Opening General Session and Lunch

CASH Chair, Jenny Hannah

CASH Chair Jenny Hannah welcomed the attendees to the Opening General Session and Lunch. Jenny thanked everyone for supporting Proposition 51 saying, “we could not have done this without the support of everyone in this room and others who could not be here today.” She also debuted the 2016 Summary of the Organization’s Work, which details the organization’s accomplishments over the past year, and announced the Regional Training Course Series, a new educational program by CASH.

CASH Vice Chair Don Ulrich then provided the Conference Overview.

Student Design Awards

Past Chair and Outreach Committee Chair, Mike Vail, and CASH Board Member David Miranda, presented the Student Design Awards to:

  • First Place: Michael Kramer, NewSchool of Architecture and Design
  • Second Place: Kyle Stevens, NewSchool of Architecture and Design
  • Third Place: Jamie Nguyen, Cal Poly Pomona

 

 

 

 

 

 

 

 

CASH/AIACC Leroy F. Greene Design and Planning Awards

Don Ulrich and Jana Itzen presented the CASH/AIACC Leroy F. Greene Design and Planning Awards, click here for a video of the 2016 winning projects.

James L. Murdoch Lifetime Achievement Award

Past Chair Dave Doomey, Founding Chair Gene Hartline and current Chair Jenny Hannah presented the prestigious James L. Murdoch Lifetime Achievement Award to Nina Boyd, Orange County Department of Education, for her many years of service to CASH.

Networking Dinner

The Networking Dinner on Tuesday, immediately following the reception in the Trade Show, was the place to be, where attendees continued conversations while enjoying food and beverages on the third floor of the Convention Center. Live entertainment was provided by the Rio Americano High School Band!

 

 

 

 

 

 

 

 

 

 

Wednesday, February 22

General Session and Networking Breakfast

The morning convened with the General Session and Networking Breakfast. Treasurer and Board Member Lyn Gruber presented the annual report on the fiscal health of the organization. She informed the attendees that this would be her last Treasurer’s Report, as she had finished her tenure on the Board of Directors, and made the announcement that Board Member Dwayne Mears had been appointed Treasurer. Lyn Gruber introduced State Senator Janet Nguyen. Senator Nguyen began her remarks by stating “I want to ensure the Government is working for the people, bringing together different perspectives and always working toward compromises that will benefit all sides.” Click here for a summary of the Senator’s remarks.

Janet Nguyen, State Senator

 

Lyn Gruber, CASH Treasurer

 

 

 

 

 

 

 

 

 

 

 

Closing General Session and Lunch

After welcoming attendees, Jenny Hannah eloquently delivered her parting message as Chair, noting “CASH has done great work, but there is much to do.” She introduced the incoming Chair, Don Ulrich, Clovis USD, and passed the gavel.

Don addressed the audience with his vision for the future of CASH: to continue working with the State Legislature and agencies to provide resources for school facilities that serve every child in California. He also shared the need for Proposition 51 implementation, to get the funds to local school districts as quickly and efficiently as possible.

Don announced the formation of a nonprofit foundation, the California School Facilities Research Institute, with goals of studying: the connection between quality facilities and their impact on student learning and success; next generation learning facilities; and the link between school facilities and community prosperity and success.

He ended with a quote from Donald Leu “a school building is more than a physical structure providing housing, light, heat, and shelter from the elements; it is the one expression of the community’s commitment to education.”

Next, Joe Dixon, Past Chair and Chair of the Nominating Committee, presented the Nominating Committee report. He asked the membership for approval of Julie Arthur, Palm Springs Unified School District as the incoming Vice Chair and the slate of new Board Members:

  • John Baracy, Stifel, Nicolaus & Company, Inc.
  • Alan Reising, Long Beach USD
  • Randy Rowles, Bakersfield City SD

Alan Reising, Long Beach USD

John Baracy, Stifel, Nicolaus & Company, Inc.

Randy Rowles, Bakersfield City SD

He also thanked the Board Members whose terms have come to an end and presented Service Awards to:

  • Lyn Gruber, Koppel and Gruber Public Finance
  • John Peukert, San Bernardino City USD

Board Member Rob Pierce then presented Member Service Awards to the following, for their dedication and contributions to the organization:

  • Bob Chase, Division of the State Architect (retired)
  • Larry Ferchaw, Cooperative Strategies
  • Pat Gunn, Lozano Smith
  • Nathaniel Holt, Pomona USD
  • Andrea Roess, David Taussig & Associates
  • Julie Zimmerman, BakerNowicki Design Studio

 

 

 

 

 

 

 

Dave Walrath then recognized the following for their dedication to the passage of Proposition 51: the California Building Industry Association, Stutzman Public Affairs, Meridian Pacific and Mike Vail.

 

 

 

 

 

 

 

 

Post-Conference Debriefing

The Post-Conference debriefing was held immediately following the General Session. More than 30 attendees provided feedback and suggestions on this year’s Conference and ways to improve for next year. If you are interested in serving on the Annual Conference Planning Committee, please contact CASH staff member Lisa Church at (916) 448-8577 or lchurch@m-w-h.com.

Save the Date

Mark your calendar for the 39th Annual Conference on School Facilities, February 26-28, 2018, at the Sacramento Convention Center and Hyatt Regency Sacramento.

~ CASH Staff

Photo credit: ©Steve Pate-Newberry/SPN Photography, All Rights Reserved.

State Allocation Board Meeting Notes – January 2017

January 25, 2017

Minutes

The minutes from the December 5, 2016, meeting were approved unanimously.

Executive Officer Statement

Lisa Silverman provided updates on the following:

  • Charter Round Opening: A new Charter School Facilities Program (CSFP) round will open and applications will be accepted from February 6, 2017, through June 5, 2017. $500 million is now available with the passage of Proposition 51. Office of Public School Construction (OPSC) staff will be providing a webinar and workshops on the CSFP application process.
  • August 2016 Priority Funding Apportionments: On August 17, 2016, $78.7 million was approved for 20 projects from 14 school districts. 19 projects were required to submit Form SAB 50-05 by November 15, 2016; two projects worth $932,070.50 did not.  They were returned to the Unfunded List (Lack of AB 55 Loans) and given a new Unfunded Approval date of November 15, 2016.

Continue reading

State Budget 2017-18 Update: Governor Addresses Proposition 51 Implementation

State Budget 2017-18 Update: Governor Addresses Proposition 51 Implementation

The Governor’s Budget proposal contains good news for school facilities, as well as some challenges. With regard to the implementation of Proposition 51, the Governor stated his willingness to work to have Proposition 51 funds flow to school projects. The challenges will be implementing the audit provisions that Governor Brown wants before allowing Proposition 51 funds to flow. Concerning Proposition 39 energy efficiency funding, the Governor proposes $422.9 million for K-12 school districts and charter schools, which is a significant investment.

CASH has always supported accountability for spending taxpayer funds. We have a stated policy that every public funded school project should be audited. If there are changes needed, we look forward to making those changes as soon as possible. We believe the audit guide concern can be addressed immediately without legislation because the guide is developed by the State Controller, Superintendent of Public Instruction and the Director of the Department of Finance. If legislation is needed to have a long-term statutory authority, CASH believes that can be done through a budget trailer bill. We will have more updates in the coming days as more details become available. Below is a summary of the proposed State Budget relating to school facilities.

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