Oakland Unified School District System Evaluation and Master Plan LOCATION
Oakland,
CA
DATES
|
2008
Case Study
–
2015
SIZE
|
5,900,000
SF
171 106
145 161
120
201 127
150
115
214
157
305
143
135 146 170 303 223
211 313 142
213
129
111
130 147
109
204
108
119
304
182
151 133
310
206
210 102 121
116
212
168 131
137 101
124
118
306
148
117
156
906
205 186
236
132
185
139
128
153 105
104
302
136 203 163
141
138
144
216 166
207
165
301
162
134
122
159
126 202
174
110
Classroom utilization of the district’s 108 schools
155
103
154 215
A master plan backed by a $475 million bond and 84% voter approval TYPE K-12 Education SERVICES Master Planning Facilities Assessment Physical Asset Management Program Development Feeder Pattern Study Live-Go Analysis Scenario Modeling
CHALLENGE | Develop drastic, cost-cutting strategies to manage a struggling school district’s 5,900,000-SF asset portfolio spanning 78 square miles. CONTEXT | In 2008, Oakland Unified School District (OUSD) was $89 million in debt and faced a $18-million structural deficit for the 2010-2011 school year. The district’s student enrollment capacity of 55,000 had dropped below 40,000 in 2008. Enrollment is what determines facility budgets even though scale, age, and physical conditions drive actual costs. High operating costs combined with declining enrollments was impoverishing the quality of education in the district. Solving this budgetary misalignment was imperative to OUSD’s financial sustainability and the educational equity of the district.
© 2017 MKThink
CAPACITY VS. ENROLLMENT 2400
Under Capacity
2300
At Capacity
Over Capacity
2200 2100 2000 1900 1800 1700 1600 1500 1400 1300
Total Site Capacity and Total Site Enrollment
1200 1100
1000 900 800 700 600 500 400 300 200 100
ALLAN DONNELLY Senior Strategist, MKThink With experience in architecture, engineering, and management, Allan applies a qualitative and quantitative approach to solving complex problem that result in holistic approaches to organizational change.
Longfellow
Sequoia
Joaquin Miller
Redwood Heights
Peralta
Thornhill
Cleveland
Lincoln
Glenview
Washington
Chabot
Emerson
Thurgood Marshall
Oakland Tech
Crocker Highlands
Kaiser
Laurel
Burckhalter
Sherman
Montclair
Jefferson
Lockwood
Stonehurst
Piedmont Ave
Hillcrest
Woodland
Golden Gate
Burbank
Grass Valley
Franklin
Far West
Hawthorne
Dewey
Street Academy
La Escuelita
Carl B. Munck
James Madison
Hoover
Ascend
Urban Promise
Howard
Allendale
Brookfield
Horace Mann
Martin Luther King
85% of all schools is enrolled below capacity.
Edna Brewer
Montera
Manzanita
Cesar Chavez
Community Day
Prescott
Bella Vista
2111 International
Westlake
E. Morris Cox
Toler Heights
Garfield
Fruitvale
Madison Park
Lafayette
Havenscourt
Melrose
Whittier
Highland
Claremont
King Estates
Maxwell Park
Parker
Lazear
Ralph Bunche
Lowell
Roosevelt
Verdese Carter
Webster
Markham
Oakland High
Skyline
Elmhurst
Lakeview
Calvin Simmons
Cole
Santa Fe
Bret Harte
Frick
Tilden
Fremont
McClymonds
Castlemont
0
APPROACH | MKThink partnered with OUSD’s Facilities Division to conduct a comprehensive Asset Portfolio Management Study. The project team inventoried OUSD’s 108 sites, 1,334 buildings, and 12,188 rooms. Using RoundhouseOne technology, they built a customized database and analytic tool to collect, manage, and interpret asset data. Multidimensional analysis correlated site operating expenses and utilization rates to school enrollments, performance metrics, and student demographic and geographic data. The study informed facility planning to support OUSD’s vision for a Full-Service Community District and provided the basis for the district’s 2012 Facilities Master Plan. ANALYTIC FINDINGS | The Asset Portfolio Management Study yielded the following key findings: • • • • • • •
Enrollment capacity: 55,000 Actual enrollment: 38,000 85% of sites below capacity 30% excess capacity (1,400,000 SF) 60% of campuses under 5 acres (50,000 SF) 10% of land underdeveloped 15% of space in portable classrooms
ANTWAN WILSON Superintendent, OUSD “Oakland is a great American city, and our students deserve access to quality schools in their neighborhoods and to be taught and inspired by adults committed to their success. We are working hard to provide in Oakland, a vision where Every Student Thrives!”
Oakland Unified School District: System Evaluation and Master Plan
© 2017 MKThink
FEEDER PATTERNS
6 of 15 middle schools draw students from outside of their attendance areas.
Oakland Unified School District: System Evaluation and Master Plan
© 2017 MKThink
STRATEGY | MKThink recommended a systems-thinking approach to facility management that factored in site-by-site assessments of school choice policy, current and projected student enrollment, feeder patterns, building capacity, and classroom utilization. MKThink developed a customized tool for the district to model the relative impact of different facility investment and utilization scenarios on educational outcomes to drive data-informed asset planning and decision making.
Oakland UniďŹ ed School District: System Evaluation and Master Plan
Š 2017 MKThink
K-5 CORE SPACE PROGRAM LEARNING ENVIRONMENTS EDUCATION PROGRAMS ARTS, PERFORMANCE, & DINING SCHOOL OFFICE & WORKSPACE PE, SPORTS, & RECREATION
FULL SERVICE COMMUNITY SCHOOL OPTIONAL
SPECIAL DAY CLASS
OUTDOOR SPACE
Database of assets informs site-by-site planning and decision-making to realize the vision for a Full-Service Community District
RESULT | MKThink’s proposed strategy culminated in the 2012 Facilities Master Plan, which won the unanimous approval of the board. The 10-year plan focuses capital expenditures on high capacity and high opportunity sites and creates revenue streams through leasing underutilized facilities to public, private, and charter school programs. Highlights of the plan included: • • • • •
Near-term plan to realize $12 million in OPEX savings Long-term plan to balance $19 million budget deficit Database tool with inventory of OUSD assets: 108 sites, 1,334 buildings, 12,188 rooms Centralized web portal that provides public access to data on district sites and programs Basis for $475 million general obligation bond measure, passed with 84% voter approval
Oakland Unified School District: System Evaluation and Master Plan
© 2017 MKThink
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