Long-Range Facilities Plan

Marshall Schools

Long-Range Facilities Plan

Creating High-Performance Learning Environments

Envisioning Marshall Schools' Future

Vision•Where are we today?•Where do we want to be?•How do we get there?

Marshall Schools

Today, We’ll Discuss…

Plan Overview Goals/Objectives Problems/Challenges Ideas/Opportunities

Action Plan Timeline Considerations

Planning Process Described

Ideation• Identify Vision• Goals/Objectives

Assessment• Facility Condition• Cost of

Operations• Educational

Adequacy• Demographics

Options• Based on Ideation

and Assessment feedback, develop options for achieving vision

Consensus• Stakeholders

decide whether to pursue one of the options (or create their own)

Marshall Schools

IdeationIdentification of Goals/Objectives

Marshall Schools Plans / Objectives

Healthy & Safe Learning Environment

Staff Development

Maintain

Fund

Balances

Student

PerformanceConstituent Satisfaction

Fiscal Stability

Attract and Retain

StudentsAsset

Protection

A GOAL WITHOUT A PLAN IS JUST A WISH - Antoine de Saint-Exupery

The Connection Between Education and Earnings

Percentage of Jobs in 2018 that will Require a Postsecondary Education

Why Develop a Master Facility Plan?

…educators see a high performance school as a school where students excel in their studies. The physical facility and educational outcomes, such as teacher productivity and test scores, certainly are linked…

Nearly 90 percent of school leaders see a direct link between quality of school facilities and student performance.

School Planning and Management (2011)

Marshall Schools

FacilityAssessment

Identification of Problems/Challenges

Building Age Profile

Obsolete Control Systems Occupant comfort and usability

Aging HVAC Mechanical equipment at end of useful life

Aging, Inefficient, and Unhealthy Facility Infrastructure

Degrading Building EnvelopeWindows, doors, walls

Physical Asset DeteriorationLack of capital to fund improvements

Inefficient InfrastructureOngoing cost pressures

Increasing IAQ RequirementsNeed for improved ventilation

Increasing Pressure on Budget

Decreasing Building Efficiency/Effectiveness

Aging/Obsolete Infrastructure

Equipment Item:

Median Years:

Equipment Item:

Median Years:

Air Conditioners Coils Window Unit 10 DX, Water or Steam 20 Residential single or split system 15 Electric 15 Commercial though-the-wall 15 Heat Exchangers Water cooled package 15 Shell-and-tube 24

Heat Pumps Reciprocating Compressors 20 Residential air-to-air 15 Package Chillers Commercial air-to-air 15 Reciprocating 20 Commercial water-to-air 19 Centrifugal 23

Roof Top Air Conditioners Absorption 23 Single zone 15 Cooling Towers Multizone 15 Galvanized metal 20

Boilers, Hot Water (Steam) Wood 20 Steel water-tube 24 (30) Ceramic 34 Steel fire tube 25 (25) Air Cooled Condensers 20 Cast iron 35 (30) Evaporative Condensers 20 Electric 15 Insulation

Burners 21 Molded 20 Blanket 24 Furnaces Pumps

Gas or oil fired 18 Base-mounted 20 Unit Heaters Pipe-mounted 10

Gas or electric 13 Sump and Well 10 Hot water or steam 20 Condensate 15

Air Terminals Reciprocating Engines 20 Diffusers, grilles and registers 27 Steam Turbines 30 Induction and fan-coil units 20 Electric Motors 18 VAV and double-duct boxes 20

Motor Starters 17 Air Washers 17 Electric Transformer 30 Ductwork 30 Controls Pneumatic 20 Dampers 20 Electric 16 Fans Electronic 15

Centrifugal 25 Valve Actuators Axial 20 Hydraulic 15 Propeller 15 Pneumatic 20 Ventilating roof-mounted 20 Self-contained 10

ASHRAE 1995 (HVAC Application Handbook, Chapter 33.4)

Boilers, Hot Water (Steam) Steel water-tube 24 (30) Steel fire tube 25 (25) Cast iron 35 (30) Electric 15

Middle School System Summary

Heating System

Pneumatic Controls

Electric Controls

Air Handling Units

Exhaust Systems

Cooling Domestic Plumbing

Building Envelope

Doors and Hardware

Windows0

5

10

15

20

25

30

35

40

45

50 Average Life Expectancy Age of Equipment

West Side Elementary

Heating Sys-tem

Pneumatic Controls

Digital Con-trols

Air Handling Units

Unit Ventila-tors

Exhaust Sys-tems

Cooling Domestic Plumbing

Building Envelope

Doors and Hardware

Windows0

10

20

30

40

50

60

70Average Life Expectancy Age of Equipment

Marshall Schools Facility Challenges

Energy Efficiency Marshall Schools is expending unnecessary operating cost

Heating Systems West Side boilers are obsolete, old, inefficient, and potentially unreliable; steam creates student/staff discomfort

Ventilation Systems

Most spaces at the Middle School and West Elementary do not meet ventilation requirements

Temperature / Humidity

Many current systems lack ability to control adequately temperature and humidity, which contributes to uncomfortable conditions

Middle School Indoor Air Quality

In-ad-equate

Ven-tila-tion52%In-

door Pollu-tants16%

Un-know

n13%

Out-door Pollu-tants10%

Fur-nish-ings/ Build-

ing Fabric

4%

Microbial5%

IAQ and Absenteeism

1,000 ppm increase in

CO2

10% Increase in Student Absence

Source: Shendell et.al., 2003.


Energy Efficiency Marshall Schools is expending unnecessary operating cost

Heating Systems West Side boilers are obsolete, old, inefficient, and potentially unreliable; steam creates student/staff discomfort

Ventilation Systems

Most spaces at the Middle School and West Elementary do not meet ventilation requirements

Temperature / Humidity

Many current systems lack ability to control adequately temperature and humidity, which contributes to uncomfortable conditions

Comfort Levels at Marshall Middle School

Temp Too Hot (Winter)

Temp Too Cold (Winter)

Air Too Dry (Winter)

Air Too Humid (Winter)

Temp Too Hot (Summer)

Temp Too Cold (Summer)

Air Too Dry (Summer)

Air Too Humid (Summer)

Too Much Air

Too Little Air

Too Noisy

Unpleasant Odors

Lights Too Bright

Lights Too Dark

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

11%

54%

41%

3%

41%

16%

22%

32%

5%

30%

11%

11%

5%

8%

Dis-Satisfied Satisfied Very Satisfied

Comfort Levels at West Elementary

Temp Too Hot (Winter)

Temp Too Cold (Winter)

Air Too Dry (Winter)

Air Too Humid (Winter)

Temp Too Hot (Summer)

Temp Too Cold (Summer)

Air Too Dry (Summer)

Air Too Humid (Summer)

Too Much Air

Too Little Air

Too Noisy

Unpleasant Odors

Lights Too Bright

Lights Too Dark

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

32%

27%

45%

0%

82%

0%

14%

64%

5%

41%

41%

32%

5%

0%

Dis-Satisfied Satisfied Very Satisfied

Temperature and Student Performance

Temperatures at the warm end of the comfort zone tend to increase adverse health symptoms, while temperatures at the cool end of the comfort zone tend to reduce symptoms. Similarly, individuals perceive the quality of indoor air to be better when humidity is at the low end of the comfort zone.

Environmental Protection AgencyInstitute of Medicine. Committee on the Assessment of Asthma and Indoor Air. 2000. Clearing the Air: Asthma and Indoor Exposures.

Washington, D.C., National Academy Press.


Deferred Maintenance

Deteriorating physical assets; creates risk/reliability issues

Miscellaneous Systems

Domestic plumbing, kitchen, building envelope, etc.; opportunities exist to enhance efficiency, increase reliability, and address deferred maintenance

Marshall Schools

OptionsIdeas/Opportunities

Reinvest in Marshall Schools’ Facilities?

Why

How

What

Why Reinvest in Facilities?

Strive towards High Performance• Create a more comfortable and healthy environment for students, staff, and

community• Contribute to reduced absenteeism, higher attentiveness, and student

performance

Reduce/control operating costs

Enhance competitiveness for open enrollment studentsCreate an enhanced perception of the District; source of school spirit and community prideLocal job creation• Each $1M of project 20 high paying jobs

Factors Contributing to Student Achievement

Indoor Air Quality Ventilation Temperature/Humidity Lighting Acoustics Building Age and Quality School Size Class Size

Short List of IAQ/Student Performance Studies

Intervention tests; temperature and outdoor air ventilation• Denmark, Wargocki et. al. (2006)

Carbon dioxide and student absence study• USA, Shendell et. al. (2003)

Student performance and outdoor air ventilation• UK, Bako-Biro et. al. (2008)

Student performance and outdoor air ventilation via CO2• USA. Shaughnessy et.al (2006)

Effects of School Environments on Performance: A Review• USA. Mendell et.al (2006)

Ventilation and Student Performance

Increasing O.A. Ventilation

• 10 cfm/person to 20 cfm per person

Improves student performance10% - 14.5%

Source: Wargocki et.al. Healthy Buildings 2006

Higher ventilation rates reduce the transmission and spread of infectious agents in buildings. This is the conclusion of a multidisciplinary expert panel after reviewing 40 studies conducted between 1960 and 2005.

Environmental Protection AgencyInstitute of Medicine. Committee on the Assessment of Asthma and Indoor Air. 2000. Clearing the Air: Asthma and Indoor Exposures.

Washington, D.C., National Academy Press.

Temperature and Student Performance

Reducing Air Temperature

• 78 Deg F to 77 Deg F

Improves student performance

3.5%Source: Wargocki et.al. Healthy Buildings 2006

Why Reinvest in Facilities?

Strive towards High Performance• Create a more comfortable and healthy environment for students, staff, and

community• Contribute to reduced absenteeism, higher attentiveness, and student

performanceReduce/control operating costs• Address aging capital infrastructure

Enhance competitiveness for open enrollment studentsCreate an enhanced perception of the District; source of school spirit and community prideLocal job creation• Each $1M of project 20 high paying jobs


Why

How

What

Older Buildings…Facilities Perspective

Buildings built in the early years of this century - or before - frequently were built for a life span of 100 years, while more modem buildings, particularly those built after 1980, were designed to have a life span of only 20 to 30 years.

Engineered Systems “Not Making the Grade” by Joanna K Turpin

April 1998

Older Buildings…Educational Perspective

Building age is an amorphous concept and should not itself be used as an indicator of a facility's impact on student performance. Many schools built as civic monuments in the 1920s and 1930s still provide, with some modernization, excellent learning environments; many newer schools built in the cost-conscious 1960s and 1970s do not.

“Do School Facilities Affect Academic Outcomes?” by Mark ScheiderNational Clearinghouse for Educational Facilities

November , 2002

Reinvestment vs. Rebuild

New Building•$110 -$200+/sq ft•Land cost (???)•Location/politics•Voter approval

Reinvestment•Can Be a fraction of cost•Utilize well-constructed

facility•Wonderful education

environments

Preliminary Programming – Capacity Needs

# Area SubTotal Area Total # Area SubTotal Area Total # Area SubTotal Area Total

Preschool 38 x 30 0 1,140 0 SF 0 1,140 0 SF 0 1,140 0 SFKindergarten 38 x 30 0 1,140 0 SF 0 1,140 0 SF 0 1,140 0 SF1st Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SF2nd Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SF3rd Grade 30 x 28 10 840 8,400 SF 2 840 1,680 SF 10 840 8,400 SF4th Grade 30 x 28 10 840 8,400 SF 3 840 2,520 SF 10 840 8,400 SF5th Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SF6th Grade 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFGifted and Talented 30 x 28 1 840 840 SF 0 840 0 SF 1 840 840 SFScience 40 x 30 1 1,200 1,200 SF 0 1,200 0 SF 1 1,200 1,200 SFResource Room 1 30 x 25 1 750 750 SF 0 750 0 SF 1 750 750 SFResource Room 2 25 x 22 1 550 550 SF 0 550 0 SF 1 550 550 SFResource Room 3 20 x 20 1 400 400 SF 0 400 0 SF 1 400 400 SFMedia Center 20 x 22 1 440 440 SF 0 440 0 SF 1 440 440 SFComputer Lab 20 x 56 1 1,120 1,120 SF 0 1,120 0 SF 1 1,120 1,120 SFChapter Room 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFS.M.A.R.T. Activity 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFSpeech 30 x 28 1 840 840 SF 0 840 0 SF 1 840 840 SFMusic Room 22 x 34 2 748 1,496 SF 0 748 0 SF 2 748 1,496 SFGymnasium 100 x 88 1 8,800 8,800 SF 0 4,500 0 SF 2 8,800 17,600 SFStage / Storage 26 x 88 1 2,288 2,288 SF 0 2,288 0 SF 1 2,288 2,288 SFCafeteria 48 x 44 0 2,112 0 SF 1 2,112 2,112 SF 1 2,112 2,112 SFKitchen 48 x 44 0 2,112 0 SF 1 2,112 2,112 SF 1 2,112 2,112 SFElementary Admin Offi ces 28 x 84 1 2,352 2,352 SF 0 2,352 0 SF 1 2,352 2,352 SFFlex Classrooms (Shared Use Space) 30 x 28 0 840 0 SF 0 840 0 SF 0 840 0 SFLearning Commons 0 1,800 0 SF 0 1,800 0 SF 4 1,800 7,200 SFIn-Door Play (Pre K & K) 0 1,700 0 SF 0 1,700 0 SF 1 1,700 1,700 SFAccessory/Commons Circulation 30% 1 11,368 11,368 SF 1 10,078 10,078 SF 1 11,368 11,368 SFStaff Lounge 30 x 30 1 900 900 SF 0 900 0 SF 1 900 900 SFIT 14 x 20 1 280 280 SF 0 280 0 SF 1 280 280 SFRestrooms 18 x 16 4 288 1,152 SF 2 288 576 SF 4 288 1,152 SFStorage 7 x 6 2 42 84 SF 2 42 84 SF 2 42 84 SFCustodial 8 x 7 2 56 112 SF 2 56 112 SF 2 56 112 SFFacility Support - Boiler Room 28 x 48 1 1344 1,344 SF 1 1344 1,344 SF 1 1344 1,344 SFTotal Elementary Program 53,116 SF 20,618 SF 75,040 SF

Middle School AdditionWestside

Renovation/Expansion Baseline

Build, Add, Remodel / Add?

• 75,000 new sq ft• $16MM -

$23MM

New Elementary

• 55,000 new sq ft• $10MM -

$15MM

MS Addition

• 20,000 new sq ft; remodel existing

• $6MM - $7.5MM

West Side Expansion

Invest in West Side?

Similar Project – Renville County West

Renville County West (1921 K-12 School located in Renville, MN); Renovated 2012

Boilers

Before After

Boiler Room

Before After

High School Hallway

Before After

Classrooms

Before After

Music Room

Before After

Cafeteria

Before After

Options Described

In What to Invest?

Planning Objectives

Support District Strategic Planning• Develop both long-range (strategic) and short-range

measures• Evaluate facilities in terms of operating cost efficiency• Evaluate facilities in terms of supporting educational

programmingPositively impact district financial and operational performance• Significantly reduces operating cost• Minimizes local tax impact

Consider features that are proven to positively impact student achievement

Assess Marshall Schools’ Facilities

Plan Focus

Focus Was on Improvements with Budget-Neutral Funding

MechanismsOperational

Efficiency / Cost Control

Controls, lighting, efficient motors, water

efficiency, bldg envelope

Deferred Maintenance / Aging Capital Infrastructure

Obsolete steam heating system, aging

HVAC

Health and Safety

IAQ and dehumidification improvements,

security enhancements

We Know What You’re Thinking…

How much?

Before We Share Costs…

CommissioningServices

ComprehensiveAssessment

Services

Guaranteed Energy

ServicesOperations &Maintenance

Services

Monitoring &Verification

Services

Staff Development

Services

ProjectManagement

Services FundingSupportServices

Referendum Support Services

Design and Engineering

Services

Facility Planning and Optimization

EducationAssessment

Services

ESG is Marshall Schools Owner’s Rep…

Objectives of Your

Facilities

Marshall Schools'

Goals and Mission

General Overview of Scenarios

Scenario 1

• $1,028,301 in facility reinvestment

• Funded by operating cost savings

• No budget or tax impact

• Energy efficiency improvements in all buildings

• Minimal investment in West Side Elementary

Scenario 2


• Funded by operating cost savings and use of health and safety levy

• No budget impact• Does have tax impact• Includes scope in

Scenario 1, plus security enhancements, plus a remodel of the Middle School

• Minimal investment in West Side Elementary

Scenario 3


• Funded by operating cost savings, earmarked use of deferred maintenance levy, and health & safety levy

• No budget impact• Does have tax impact• Includes scope in

Scenario 2 plus West Side Remodel


Why

How

What

Sources of Funding…

• Maintenance• Repairs• Utilities• Technology

• Bonds• Levies• Grants• Alternative funding

• Facility infrastructure upgrades• Technology infrastructure upgrades

Savings Fund the Project…

Existing facility, energy,

operations & maintenance

costs

Before



costs

Excess Savings

Savings Fund Improvements

During



costs

DistrictSavings

After

$

Scenario 1 SavingsYe

ar 0

Year

1

Year

2

Year

3

Year

4

Year

5

Year

6

Year

7

Year

8

Year

9

Year

10

Year

11

Year

12

Year

13

Year

14

Year

15 $-

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

Cumulative Utility Savings Cumulative Operations and Maintenance Savings

The Benefit of LeverageTotal Facility Improvements Made $1,028,301

Net Project Costs $982,116Interest Costs $453,577

Technical Services (optional) $113,488Total Project Costs $1,549,181

1st Annual Savings $84,336Cumulative 15-Year Savings $1,705,310 (0.0375 annual escalation)

District's Total Net Cost of Improvements: -$156,130 over the 15-year period

* Project Costs 1st Year $68,553 1/15th of tota l improvements

* Costs Year 2 thru 15 $1,527,093 6% annual constructi on infl ation

Total Project Costs $1,595,647

First Year Savings $5,622 1/15th of tota l potential savings

Total Savings Year 2 thru 15 $954,034 (0.0375 annual escalation)

Cumulative 15-Year Savings $959,656

Disctrict's Total Net Cost of Improvements: $635,991 over the 15-year period

Leveraged Savings Project - Financed Over Fifteen Years

Incremental Implementation - Pay as You Go Approach

* Costs could be higher due to los s of effi ciencies of sca le associated with larger, fi nanced project

Leverage All Forms of Funding?

• Maintenance• Repairs• Utilities• Technology

• Bonds• Levies• Grants• Alternative funding

• Facility infrastructure upgrades• Technology infrastructure upgrades

Challenging Times Require Creative Solutions…

Leverage Savings and “Free” Money • Rebates, utility and operational savings• QZABs, QECBs, Capital Facility Bonds, or Tax-Exempt

Municipal Lease

Efficient Use of Deferred Maintenance Levy• You are already spending these dollars in a piecemeal,

reactive fashion• QZABs or Capital Facility Bonds

Health and Safety Levy• Alternative to precious budget dollars• MN Statue 123B.59 provides levy authority• QZABs or Alternative Facility Bonds

Funding Summary

Scenario 1 Scenario 2 Scenario 3 Scenario 4 $982,116

$1,493,871

$1,971,696

Utility Rebates and Grants; $46,185



$7,991,150

$14,305,025

Earmarked Use of Existing Deferred Maintenance Levy;

$463,538

Health and Safety Levy / Alternative Facility Bonds

Earmarked Use of Existing Deferred Maintenance Levy

Utility and Operational Savings

Utility Rebates and Grants

$4.03 monthly tax impact on $125K home

$2.85 monthly tax impact on $125K home

Option 4 Impact on Local Levy

2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 $-

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

$4,500,000 Deferred Maint. Levy Health & Safety Levy Alternative Facility Levy

Preliminary Tax ImpactScenario 1 Scenario 2 Scenario 3 Scenario 4

Levy Amount $0 $494,299 $700,494 $0Est. Tax Capacity Rate 0.0000% 3.4489% 4.8876% 0.0000%

Type of PropertyTaxable

Market Value$50,000 $0 $10 $15 $0$60,000 $0 $12 $18 $0$70,000 $0 $14 $21 $0$80,000 $0 $17 $24 $0$90,000 $0 $21 $30 $0

$100,000 $0 $25 $35 $0$125,000 $0 $34 $48 $0$150,000 $0 $44 $62 $0$175,000 $0 $53 $75 $0$200,000 $0 $62 $88 $0$250,000 $0 $81 $115 $0$300,000 $0 $100 $142 $0

The fi gures shown above represent the prel iminary esti mated tax impact of a levy assessed on Net Tax Capaci ty. It i s very prel iminary as the 2011 NTC as reported on MDE's Pay 2013 tax levy certi fi cation is the bas is for ca lculati ng the tax rate. This fi gure does not include other categories of the school di s tri ct's property tax levy (including other debt service taxes ), nor does i t include property taxes for cities , townships , counti es , or other taxing juri sdictions .

Estimated Change in Debt Service *

Residential Homestead

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akes

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orks

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Park

Rap

ids

Hibb

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St. P

eter

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Anna

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Mar

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)

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City

Stew

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Roco

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Alba

ny

Virg

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Fairm

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Stat

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Mar

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ter S

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Mar

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Kass

on-M

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Mila

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Byro

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Thie

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Rock

ford

Fole

y0

100

200

300

400

500

600

700

156 174 187

204 217

242 255 257 258

275 290 300 306 309 315

331 346

371 376 380 383 384 389 399 401 403 405 419 422 423

473 488

588

637

2013 Total School Levy on Home with $125K ValueNon-Metro Districts with Similar Enrollments to Marshall Schools

Why Now?

“Create a definite plan for carrying out your desire and begin at once, whether you are ready or not, to put this plan into action.”

- Napoleon Hill

“A good plan violently executed now is better than a perfect plan executed next week.”

- George S. Patton

10 Yr T-Bill which is an

indice of school financing

May 2, 2013 1.6310%

Historically Low Interest Rates

Qualified Zone Academy Bonds

• Qualifies with over 35% free & reduced

Marshall Eligible

• Assuming 1%, savings of $3.2MM on Scenario 20% - 1.5%

• Allocated on 1st come basis• Must be shovel ready

$9MM Available

Construction Costs are Flat

Source: Federal Bureau of Labor and Statistics Producer Price Index

“Perfect Storm” for Facility Improvements

Flat Construction

Costs

• A one-year delay (6% inflation) would increase costs by $572,000

45-Year Low Interest Rates

and QZABs

• 1.0% rate increase = $637,000 more in financing cost

Work is Unavoidable

• Alternative is piecemeal

• How would you pay for it?

You Want Better

Schools Now

• So Tomorrow’s Open Enrollment Families Choose Marshall Schools Today

Marshall Schools

Summary

TakeawaysThere are many reasons to address Marshall Schools’ facilities• Aging Capital Infrastructure• Operating Cost Control• Student Performance

High Priority Improvements• Ventilation Systems?• Heating Systems?• Dehumidification?

Use of Existing District Resources and Authorities• Operational Savings, Grants, and Rebates• Efficient Use of Existing Levies • Responsible Use of Levy Authorities

Why Now?• “Perfect Storm” for facility Improvements• Interest rates are already beginning to tick up

Potential Action Plan

Planning Process Described

Ideation• Identify Vision• Goals/Objectives

Assessment• Facility Condition• Cost of

Operations• Educational

Adequacy• Demographics

Options• Based on Ideation

and Assessment feedback, develop options for achieving vision

Consensus• Stakeholders

decide whether to pursue one of the options

Milestone Date Milestone

4/5/13 Concept Approval7/23/13 Mid-Audit Review8/19/13 80% Technical Review9/16/13 Final Report Review

11/18/13 Project Approval2/21/14 MDE Approval2/14/14 Invitation to Bid3/7/14 Bid Openings3/14/14 Contracts Awarded4/13/14 Equipment Submittal Approval7/1/14 Latest Equipment Delivery9/2/14 Substantial Completion

Construction / Decision Timeline

Energy Services Group

Where Other Companies Have Branches… … We Have Roots

Our Past Customers Selected Us Because…

Mission, Focus, Experience,

Expertise, and Resources

Creating Healthy, Comfortable, and Efficient Learning Environments

Our Mission –To help develop, fund,

and implement comprehensive facility management plans in Minnesota K-12

As a Minnesota superintendent who has served in three districts, I have witnessed the savings and increase in energy efficiency that result from an ESG study. The professional competence of ESG combined with their focus on the needs of the school district set them apart from other vendors who are driven by company profits.

Tom Ames, SuperintendentTruman Public SchoolsParkers Prairie Schools

CommissioningServices

ComprehensiveAssessment

Services

Guaranteed Energy

ServicesOperations &Maintenance

Services

Monitoring &Verification

Services

Staff Development

Services

ProjectManagement

Services FundingSupportServices

Referendum Support Services

Design and Engineering

Services

Facility Planning and Optimization

EducationAssessment

Services

Designed for K-12

Objectives of Your

Facilities

Canby Schools'

Goals and Mission

Local Experience, Expertise, and Resources

Team has over 800 years of collective industry experience

Team is Local• 47 professionals reside in MN• 30 professionals reside in neighboring states

Resources of Honeywell• One of the world’s largest and most-respected

companies• One of Minnesota’s largest employers

Cost Effectiveness

"From the beginning, I was impressed with all of the staff who represented ESG. Since then, I have come to depend on them for advice and information when I was not sure what to do. They are always eager to help us and I feel they are willing to give us extra attention when we need it. This has meant a great deal to us at ISD 601. Especially, we trust them. I believe the future of most successful companies will be based on trust, a feather in your cap."

Dale Salberg, SuperintendentFosston ISD #601

Vendor Neutrality

Full Transparency

Flat Contracting

ProcessMinimize

Over-Design

Lowest Historical

Contingency

We Have Proven Ourselves…

ESG has over ninety (90) partnerships; forty four (45) with MN K-12 districts

We have implemented over $300 million in facility improvements in MN K-12 buildings

“I have checked with our members, including some that have used other ESCO’s and ESG’s services. It seems the preference is for ESG, due to your long-standing energy performance record in our state, ability to provide a low-cost solution, and number of tenured professionals. ESG is uniquely-qualified to support our members with independent engineering and project management support services.”

Ron Wieber, Safety DirectorResource Training & Solutions

Thief River Falls

Blackduck

Fosston

East Grand Forks

WIN-E-MACCook County

Ada-BorupMahnomen

Perham/Dent Menahga

New York MillsPelicanRapids

Breckenridge

Cloquet

Staples Motley

Underwood Braham

Rocori

NE Metro Dist 916

Hopkins

Montevideo

Anywhere Eden Prairie

Delano

Minneota

Murray CountyCentral

Madelia

Belle Plaine KenyonWannamingo

Pine Island

Dover-Eyota

OwatonnaNR-H-E-G

Eden Valley-Watkins

Rockford

Yellow Medicine East

South Washington

ESG Serves Minnesota K-12

“I have checked with our member, including some that have used other ESCO’s and ESG’s services. It seems the preference is for ESG, due to your long-standing energy performance record in our state, ability to provide a low-cost solution, and number of tenured professionals. ESG is uniquely-qualified to support our members with independent engineering and project management support services.”

Ron Wieber, Safety DirectorResource Training & Solutions

Detroit Lakes

LesterPrairie

Le SueurHenderson

RCW

Anywhere Schools

Winona

Marshall

Waubun-Ogema-White Earth

Why Is Past Performance Important?

Past performance speaks a tremendous amount about one's ability and likelihood for success.

• Mark Spitz

An ounce of performance is worth pounds of promises.

• Mae West

The only source of knowledge is experience.

• Albert Einstein

Experience is one thing you can’t get for nothing.

• Oscar Wilde

I know no way of judging the future but by the past.

• Patrick Henry

Experience is the teacher of all things.

• Julius Caesar

Takeaways

Perham/Dent Schools hired ESG to conduct a Comprehensive Facility Audit which goes beyond the traditional energy only audits we have conducted in the past. We were very impressed with ESG’s vendor independent / utility neutral approach in analyzing and making recommendations for improving the efficiency of our school facilities. We were concerned about our aging facilities and our financial challenges of doing more with less! Our goal ultimately was to improve our “school’s learning environments” by reducing/redirecting utility and maintenance expenditures to fund the technology improvements in a net revenue neutral manner. ESG helped us develop the roadmap we so desperately needed to accomplish that goal.

Dennis Drummond, Superintendent (now retired)Perham/Dent ISD 549

There are many reasons & opportunities to address Marshall Schools’ facilities

ESG has the local resources with the experience and expertise necessary for these types of projects

ESG has a record of accomplishment supporting MN K-12 with facility initiatives

Thank You!

Kevin McGauley952-693-1987

[email protected]

Documents

Long-Range Facilities Plan