HomeMy WebLinkAboutAgenda Report - June 20, 2002 B-01 SMLodi
Unified School District
Office of the Superintendent
NOTICE OF JOINT DINNER MEETING
OF THE
LODI UNIFIED SCHOOL DISTRICT
BOARD OF EDUCATION
AND THE
LODI CITY COUNCIL
Written notice is hereby given in accordance with Education Code Section 35144 that
the following joint dinner meeting of the Lodi Unified School District Board of
Education and the Lodi City Council will be held as follows:
DATE: Thursday, June 20, 2002
TIME: 6:00 p.m.
PLACE: Education Support Center (Conference Rooms B & C)
1305 E. Vine Street
Lodi, CA 95240
THE BUSINESS OF THIS MEETING SHALL BE LIMITED TO THE FOLLOWING:
I. CALL TO ORDER - DINNER
II. L.U.S.D. FACILITIES UPDATE
III. RATIFIED JOINT USE AGREEMENT AMENDMENT #1
IV. ADJOURNMENT
Posted: 4:00 p.m. - June 17, 2002
1305 E. Vine Street
Lodi, CA 95240-3148
(209) 331-7010/(209) 953-8010
(209) 331-7256 Fax
JAN tiN 4U IC%
41. 11 1Ai l
You are invited to a
CITY ATTORNEYS OFFICE
JUN 0 5 2002
Joint Dinner Meeting
of the
Lodi Unified School District
Board of Education
and the
Lodi City Council
Thursday - `lune 2C, 2CC2
C:CC P.M.
Education Support Center
1305 E. Vine Street - Lodi - Board Room C
BBQ
Casual Attire
Agenda to follow
Please RSVP to JoAnn Lang at 331-7002
no later than Monday, June 17
.11
II Ji , \ I \\, • Ii .�
JUN -18-02 TUE 10:13 AM LUSD SUPERINTENDENT
Lodi
Unified School 1)islrict
Office of the Superintendent
1305 E. Vine Street
Lodi, CA 95240-3148
(209) 331-7010 or 953-8010
FAX: (209) 331-7256
FAX NO. 209 331 7256 P. 01
COVER SHEET
Date: b` 18.02
To: 0
Fax #: 332 . $
From:
oin:
4Privl Los‘,5
Number of pages including cover sheet:
Comments:
JUN -18-02 TUE 10:13 AM LUSD SUPERINTENDENT
FAX 110. 209 331 7256 P. 02
June 20, 2002 — 6:00 p.m.
Joint Dinner Meeting
Lodi Unified School District/Lodi City Council
Education Support Center — Board Rooms B & C
1305 E. Vine Street
Lodi, CA 95240
Lodi Unified School District
Richard Dean, President, Board of Education
Ken Davis, Vice -President, Board of Education
Harvey Robins, Clerk, Board of Education
Clifford Mettler, Member, l3oard of Education
Norman Mowery, Member, Board of Education
Ken Mullen, Member, Board of Education
Bob Weaver, Member, Board of Education
Bill l luyett, Superintendent
Rich Ferrara, Associate Superintendent
Mamie Starr, Assistant Superintendent, Facility Planning
Doug Barge, Chief Business Officer
Dennis Brown, Assistant Superintendent, Secondary Education (7-12)
Catheriite Pennington, Assistant Superintendent, Elementary Education (K-fi)
Irvin Jefferson, Coordinator, Community Relations
Lodi City Council
Phil Pennino, Mayor
Susan Hitchcock, Vice Mayor
Keith Land, Council Member
Emily Itoward, Council Member
Alan Nakanishi, Council Member
Dixon Flynn, City Manager
Janet Keefer, Deputy City Manager
Jackie Taylor, Deputy City Clerk
Randall I lays, City Attorney
Richard Prima, Public Works Director
Konradt Battlam, Community Development Director
Janet I lamilton, Management Analyst
Roger Daily, Parks & Recreation Director
AMENDMENT #1
AGREEMENT FOR RECIPROCAL USE OF PUBLIC FACILITIES
LODI UNIFIED SCHOOL DISTRICT AND CITY OF LODI
DATED JULY 6, 2000
This AMENDMENT #1 to the AGREEMENT is entered into this 5th day of June, 2002 by and between
the CITY OF LODI ("City); and LODI UNIFIED SCHOOL DISTRICT OF SAN JOAQUIN COUNTY
("District") pursuant to the provisions of Section VI. Amendment to Agreement.
Page 2.
II. FACILITIES INCLUDED IN THIS AGREEMENT
A. Unless otherwise specified, this Agreement covers the following City facilities:
Zupo Field; Kofu Park; Softball Complex, Chapman Field; Blakely Park; Lodi Grape Bowl;
Blakely Field/Enze Swim Complex; Lodi Lake Park: the Library Community Rooms: and
Carnegie Forum.
B. Unless otherwise specified, this Agreement covers the following District facilities:
Tokay High School Pool; Lodi High School Pool; all school athletic fields and school indoor
facilities within the City of Lodi area and surrounding rural areas (Woodbridge, Lockeford,
Houston, Clements, Victor, Henderson, and Tokay Colony).. and the Education Support Center.
Page 10
V. FEES AND CHARGES
B. 6. a. and b.
E. 1.
a. City and District representatives shall confer by Jany March of each year
regarding proposed adjustments for the forthcoming fiscal year.
b. All adjustments shall be confirmed by both parties in writing by February4. May
1. If this does not occur, the fee schedule for the previous year shall remain in
effect.
kik1d inatehr nds:—Ne dollars -shall be ex
eeded by either . e.zzy, at w
h an "Sn
tch-has-been
No payments
shall be made by either the City of Lodi or the Lodi Unified School District to one another
unless there is a $20.000 or greater difference in annual "billing" amounts as presented through
the Quarterly statements. This action shall be retroactive for Fiscal Year 2000-2001.
Amendment #1
Page 1 of 2
This Amendment is made to effect changes to the agreement between the parties for reciprocal
use of facilities dated July 6, 2000. To the extent this Amendment conflicts with the original agreement,
this Amendment prevails. Further, it is the intent of the parties that except for the provisions of the
Amendment, all other terms, conditions, and agreements of the parties, found in the original agreement,
remain unchanged and in effect.
IN WITNESS WHEREOF, the parties hereto have set their hands the day and year first
hereinabove mentioned.
CITY OF LODI, LODI UNIFIED SCHOOL DISTRICT
a municipal corporation OF SAN JOAQUIN COUNTY
By By
H. DIXON FLYNN WILLIAM HUYETT
City Manager Superintendent
Attest: Attest:
City Clerk
Approved as to Form:
Q
ALL HAYS
City Attorney
Amendment #1
Clerk of the Board of Education
Approved as to Form:
ROBERT H. THURBON
Counsel to the District
Page 2 of 2
June 20, 2002 — 6:00 p.m.
Joint Dinner Meeting
Lodi Unified School District/Lodi City Council
Education Support Center — Board Rooms B & C
1305 E. Vine Street
Lodi, CA 95240
Lodi Unified School District
Richard Dean, President, Board of Education
Ken Davis, Vice -President, Board of Education
Harvey Robins, Clerk, Board of Education
Clifford Mettler, Member, Board of Education
Norman Mowery, Member, Board of Education
Ken Mullen, Member, Board of Education
Bob Weaver, Member, Board of Education
Bill Huyett, Superintendent
Rich Ferrara, Associate Superintendent
Mamie Starr, Assistant Superintendent, Facility Planning
Doug Barge, Chief Business Officer
Dennis Brown, Assistant Superintendent, Secondary Education (7-12)
Catherine Pennington, Assistant Superintendent, Elementary Education (K-6)
Irvin Jefferson, Coordinator, Community Relations
Lodi City Council
Phil Pennino, Mayor
Susan Hitchcock, Vice Mayor
Keith Land, Council Member
Emily Howard, Council Member
Alan Nakanishi, Council Member
Dixon Flynn, City Manager
Janet Keeter, Deputy City Manager
Jackie Taylor, Deputy City Clerk
Randall Hays, City Attorney
Richard Prima, Public Works Director
Konradt Bartlam, Community Development Director
Janet Hamilton, Management Analyst
Roger Baltz, Parks & Recreation Director
Lodi
Lodi Unified School District
MEASURE K PROJECTS - CONSTRUCTION SCHEDULES
The following table summarizes the anticipated start of the construction process and
occupancy dates for new schools, additions, and two major renovations. The project
schedules are attached for those with (*).
Project
Richards Ranch K-6*
Ansel Adams K-6*
Christa Mc Auliffe 7-8*
Millswood 7-8 site work
Millswood 7-8 buildings
Morada Addition*
Oakwood Addition*
Parklane Addition*
Bear Creek High
Addition
Lodi High Addition
4th High School
Lockeford Addition K-8
Lawrence Addition K-6
Northwest Stockton K-6
Southwest Lodi K-6
Vine Street Site K-6
Next Elementary I
Next Elementary II
Additional Middle
Alternative Education
Woodbridge Renovation
Lincoln Renovation
DSA Approval Start of Construction
Process
05-13-02
05-26-02
05-13-02
05-01-02
05-13-02
Yes
Yes
yes
Yes
Yes
yes
yes
yes
no
no
1 building by 6/02
no
no
no
no
no
no
no
no
no
no
no
55
05-20-02
06-03-02
05-20-02
undetermined
undetermined
03-01-04
undetermined
undetermined
undetermined
undetermined
undetermined
undetermined
undetermined
undetermined
undetermined
July 1, 2004
July 1, 2003
Student Occupancy
January 1, 2004
January 1, 2004
July 1, 2004
n/a
July 1, 2004
depending upon funding
August 1, 2003
August 1, 2003
August 1, 2003
undetermined
undetermined
July 1, 2006
undetermined
undetermined
July 1, 2005
July 1, 2005
undetermined
undetermined
undetermined
undetermined
undetermined
July 1, 2005
July 1, 2004
Project
Ansel Adams K-6
Bear Creek High Addition
Christa Mc Auliffe 7-8
1 Davis Modernization
Delta Sierra Portable Modern
Elkhorn Modernization
Fourth High School Site Work
Fourth High School Phase IA
Fourth High Phase IB
Fourth High Phase 11/III
Henderson Modernization
Heritage Primary Modernization
Houston Modernization
Lakewood Modernization
Lawrence Addition
Lawrence Modernization
Lodi High Addition
done
1 through 5
Lodi Unified School District
MEASURE K PROJECT ALLOCATIONS
May 9, 2002
Legend
Not applicable
This -phase has been completed
Indicates Priority Category #
Buy Site Program
Planning
done done
done done
done done
done
done
done
done •
•
2
2
2
done
done
done
done
3
2
2
2
1
1
done
t
Plans Construction
done 1
5
done
3
5
2
done
done
1
1
3
3
2
2
1
1
1
5
1
5
5
5
4
4
4
4
5
5
5
5
5
5
5
Allocation from Allocation # &
Measure K I Board Approval
$11,750,000 #1
full construction
$12,160,000 #1
full constructon
$1,100,000
finish plans
$93,000
$117,000
#1
04-02-02
04-02-02
04-02-02
7-02
7-02
Project
I Lodi High Modernization
Lincoln Renovation
Live Oak Modernization
Lockeford Addition
Lockeford Modernization
Lodi Middle Modernization
Millswood 7-8
Morada Addition 7-8
Morada Modernization
Needham Modernization
Needham Renovation
Next Elementary I
Next Elementary II
Northwest Stockton K-6
Oakwood Addition
Oakwood Modernization
Parklane Addition
Parklane Modernization
Richards Ranch K-6
Southwest Lodi K-6
Tokay Colony Modernization
Tokay High Modernization
1 Turner Modernization
Buy Site Program
Planning
1
done
1
done
5
5
1
nearly done
1
1
1
1
2
done
done
1
2
2
reuse plans?
reuse plans?
done
done
1
done
1
done
done
2
3
2
Plans Construction Allocation from
Measure K
2
1
1
2
2
2
2
done
done
5
2 $2,000,000.
plans/part const.
5
5
5
5
site work 1
buildings 2
1
1 5
3 5
3 . 5
5 offsites only
5
5 offsites only
5
offsite work 1
buildings 2
1
done
1
done
1
done
1
2
1
2
1
5
offsite - 2
buildings - 5
5
5 5
2
$25,000
$2,000,000 in
development fees
$1,960,000
full construction
$200,000
Allocation # &
Board Approval
#1 04-02-02
#3 05-21-02
#1
#2
#1
04-02-02
05-07-02
04-02-02
07-02
$2,790,000 08-02
$2,400,000. #2 05-07-02
full construction
$2,125,000 #2 05-07-02
full construction
$8,130,000 #1 04-02-02
full construction
$2,250,000 #1 04-02-02
full construction
Project
Victor Modernization
Vine Street Site
Vinewood Modernization
Woodbridge Modernization
Woodbridge Renovation
Buy Site Program
Planning
2
2 reuse plans?
2
1
1 -
Plans
3
5
Construction
5
Allocation from
Measure K
Allocation # &
Board Approval
offsites only $900,000 08-02 -
5
3 5
2 5
2 5
TOTAL ALLOCATIONS 548,000,000
Project
NOT PRIORITIZED
Additional Middle School
Alternative Education
Replacement of Portables
Additional Renovations
(depends on State eligibility)
Buy Site Program Plans Construction
X
X
3
X not incl
X X
X X
X X
+a
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06/21/2002 09:54 FAX 1 209 331 7142
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06/21/2002 09:54 FAX 1 209 331 7142 LODI UNIFIED
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Lodi Unified School District
Business Department
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will start
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Y:U3usiness SONice$Bonds'Crcdit Rating Presentation
06/21/2002 09:55 FAX 1 209 331 7142 LODI UNIFIED
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PROJECT
IORITIES
• 5 PRIORITY LEVELS
• W/O STATE FUNDS = F
FUND ONLY PRIORITY 1
• W/STATE FUNDS = MOVE
THROUGH PRIORITIES
• HIGH SCHOOL = 2ND BOND
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ALLOCATIS OF FUNDS
• BOND FUNDS = (SO )
4 ALLOCATIONS
• FUTURE ALLOCATIONS
• OTHER FUNDS
-DEVELOPMENT FEES
-STATE FUNDS
06/21/2002 09:55 FAX 1 209 331 7142 LODI UNIFIED
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06/21/2002 09:55 FAX 1 209 331 7142
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