BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 1193
                                                                  Page  1


          SENATE THIRD READING
          SB 1193 (Alan Lowenthal and Pavley)
          As Amended  August 16, 2010
          2/3 vote.  Urgency 

           SENATE VOTE  :27-4  
           
           EDUCATION           7-1         APPROPRIATIONS      12-5        
           
           ----------------------------------------------------------------- 
          |Ayes:|Brownley, Nestande,       |Ayes:|Fuentes, Bradford,        |
          |     |Ammiano,                  |     |Huffman, Coto, Davis, De  |
          |     |Arambula, Carter, Eng,    |     |Leon, Gatto, Hall,        |
          |     |Torlakson                 |     |Skinner,                  |
          |     |                          |     |Solorio, Torlakson,       |
          |     |                          |     |Torrico                   |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Norby                     |Nays:|Conway, Harkey, Miller,   |
          |     |                          |     |Nielsen, Norby            |
           ----------------------------------------------------------------- 
           
          SUMMARY  :  Augments a new construction project by $150,000 or  
          modernization project by $250,000 per schoolsite for a school  
          district that incorporates the use of high performance design  
          and materials.  Specifically,  this bill  :   

          1)Specifies that the increase is provided if a school district  
            incorporates the use of high performance design and materials  
            specified in Education Code (EC) Section 17070.96 and if the  
            project is able to meet one of the following objectives:

             a)   Score the requisite number of points to meet the high  
               performance criteria set forth in regulations, as  
               determined by the State Allocation Board (SAB) and  
               certified by the Division of the State Architect (DSA); or,

             b)   Achieve a minimum certification or rating label from a  
               nationally recognized, third-party verified standard,  
               accepted by the SAB, for construction, renovation, or  
               retrofit of high performance schools.  Requires the DSA to  
               confirm that the project has met the minimum certification  
               or rating level by a third-party verified standard.









                                                                  SB 1193
                                                                  Page  2


          2)Requires the SAB to, in addition to the augmented base  
            funding, provide funding for construction and modernization  
            projects that exceed the criteria specified above based on a  
            high performance rating scale set forth in regulations.

          3)Requires the SAB to adopt emergency regulations at the next  
            regularly scheduled SAB meeting following the effective date  
            of this bill.  Specifies that if the effective date is within  
            fewer than 10 days of the next regularly scheduled SAB  
            meeting, the SAB shall adopt the emergency regulations at the  
            following meeting.  Requires the Office of Administrative Law  
            to process these emergency regulations within 14 calendar days  
            of their adoption.

          4)Requires a school district to provide matching funds, except  
            for projects eligible for hardship assistance.  

          5)Specifies that funds received pursuant to this bill do not  
            constitute a modernization apportionment and modernization  
            eligibility shall not be reduced.

          6)Provides that the energy efficiency and renewable energy  
            savings realized from a project pursuant to this bill, as  
            calculated annually over the useful life of the project, shall  
            be retained by the school district.  Specifies that the state  
            funding shall not be reduced based on realized energy  
            efficiency and renewable energy savings.

          7)Specifies that the increase provided pursuant to this bill  
            shall be provided from education bond funds provided for  
            incentive grants to promote designs and materials that include  
            the attributes of high performance schools.

          8)Contains an urgency clause in order to quickly provide funding  
            from the Kindergarten-University Public Education Facilities  
            Bond Act of 2006 to school districts so that they may build  
            energy efficient and energy generation projects through a  
            streamlined green schools program that also will create  
            critically needed jobs, provide energy consumption savings to  
            fiscally strapped school districts, and ensure healthy  
            learning environments for our children.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, state school facilities bond cost pressure, likely in  








                                                                  SB 1193
                                                                  Page  3


          the tens of millions.

           COMMENTS  :  SB 50 (L. Greene), Chapter 407, Statutes of 1998,  
          established the School Facility Program which governs the  
          allocation of state education bond funds and the construction  
          and modernization of kindergarten through grade 12 school  
          facilities.  In November 2006, voters approved Proposition 1D,  
          the Kindergarten-University Public Education Facilities Bond Act  
          of 2006, which provided $10.416 billion for the construction and  
          rehabilitation of kindergarten through grade 12 (K-12) and  
          higher education school facilities.  Proposition 1D, for the  
          first time, set aside $100 million for High Performance  
          Incentive (HPI) grants.  The bond initiative allocated HPI funds  
          for incentive grants to promote the use of designs and materials  
          that include the attributes of high-performance schools,  
          including, but not limited to, the efficient use of energy and  
          water, the maximum use of natural lighting and indoor air  
          quality, the use of recycled materials and materials that emit a  
          minimum of toxic substances, and the use of acoustics conducive  
          to teaching and learning; and pursuant to regulations adopted by  
          the SAB.

          After many months of discussions with stakeholders and  
          consultations with organizations that specialize in the design  
          of high performance schools, such as CHPS and Leadership in  
          Energy and Environmental Design (LEED), the HPI regulations took  
          effect in October 2007, and were modeled after CHPS' point  
          rating system.  CHPS is a nonprofit organization that was  
          initiated in California by an informal collaborative comprised  
          of representatives from state agencies, including the California  
          Department of Education, the DSA and California Integrated Waste  
          Management Board; investor-owned and municipal utilities,  
          including Pacific Gas and Electric, Los Angeles Department of  
          Water and Power, San Diego Gas and Electric, and Sacramento  
          Municipal Utilities District; school districts; and  
          nongovernmental organizations.  The goal of CHPS is to  
          facilitate the design of high performance schools, focusing on  
          elements that will provide learning environments that are energy  
          efficient, healthy, comfortable, and well lit.    

          CHPS requires designs that meet prerequisites (mandatory  
          requirements) and provides a menu of options to meet the minimum  
          criteria to be considered a CHPS school.  Specifically, CHPS'  
          Best Practices Manual identifies seven categories for a high  








                                                                  SB 1193
                                                                  Page  4


          performance school:  leadership, education, and innovation  
          (e.g., adopt district resolution committing to constructing and  
          rehabilitating facilities based on CHPS standards); sustainable  
          sites; water; energy; climate; materials and waste management  
          (e.g., use of recyclable materials); and indoor environmental  
          quality.  For each criterion, CHPS identifies prerequisites that  
          all facilities designs must meet and provides additional options  
          with assigned points that meet the goal of that criterion.  For  
          example, under energy, the school design must exceed state  
          energy efficiency standards by 15% as a prerequisite and will  
          receive one point if it also includes installation of interlocks  
          to turn off air conditioning systems when windows or doors are  
          opened.  To meet CHPS' minimum requirement, a newly constructed  
          school must meet prerequisites and receive 32 out of 116  
          possible points, with at least two points from the energy  
          category.  A modernization project must meet prerequisites and  
          at least 25 points.  

          The HPI program is substantially similar to CHPS' rating scales.  
           The HPI categories include sustainable sites, water, energy,  
          materials and indoor environmental quality, but exclude the  
          policy/education-oriented category.  New construction projects  
          must meet HPI program prerequisites in all categories and a  
          minimum of 27 points out of a total of 90 points.  Modernization  
          projects must meet all prerequisites that are within the scope  
          of the project and a minimum of 20 points.  Funding is based on  
          the number of points achieved multiplied by a percentage factor  
          that provide an increase in the base grants of between two to  
          ten percent.  The DSA reviews and verifies the scores.  

          The first HPI grants were apportioned at the February 2008 SAB  
          meeting.  According to the Office of Public School Construction  
          (OPSC), as of May, 2010, 82 projects totaling $19.1 million have  
          received grants or have been granted unfunded approvals in the  
          New Construction, Modernization, Critically Overcrowded Schools,  
          Charter Schools and Overcrowding Relief programs; almost all are  
          new construction projects.  An additional 51 applications  
          totaling $8.1 million are being processed, of which 12 are  
          modernization projects.  Districts indicate that the increase in  
          funding is insufficient in meeting the costs of high performance  
          designs, especially for modernization projects.  Modernization  
          grant levels are lower than new construction grants and since  
          HPI grants are based on a percentage increase from the base  
          grants, HPI grants for modernization projects are inevitably  








                                                                  SB 1193
                                                                  Page  5


          lower than new construction HPI grants.  In February, the SAB,  
          concerned about the low level of interest in the program,  
          requested OPSC staff to convene a working group to re-evaluate  
          the program and develop proposals that will increase the  
          incentive funding.  At the May, 2010 meeting, the SAB revised  
          the HPI regulations that increase the number of points in some  
          categories, add 16 additional points, increase the percentage  
          factors, and add a base grant of $250,000 for modernization  
          projects and $150,000 for new construction projects, provided  
          they meet minimum HPI points.  Some of the SAB members did not  
          wish to require a match for the HPI base grants; however, due to  
          the construction of existing law, it was determined that the SAB  
          cannot waive the match requirement for new construction (50%)  
          and modernization (40%) projects.  

          This bill essentially codifies the regulations adopted by the  
          SAB, with one difference.  In addition to eligibility for the  
          grant increases based on meeting the required minimum number of  
          HPI points, the bill also awards the funds if the facility has  
          achieved a minimum certification or rating from a nationally  
          recognized, third-party verified standard, such as CHPS or LEED.  
           The SAB discussed but did not adopt this option at the May  
          meeting, but intends to revisit the item at a future meeting.   
          There are some who question whether it is appropriate to award  
          public dollars based on certification by an external,  
          third-party.  The Professional Engineers in California  
          Government (PECG), a labor organization that represents DSA  
          staff, states that "PECG believes that the HPI review and grant  
          award process is an inherently governmental function that must  
          be performed by the DSA and its highly trained engineers and  
          architects.  The division is responsible solely to taxpayers and  
          as such must retain the authority of reviewing applications that  
          determine state bond grants."  This bill requires the DSA to  
          confirm that the project meets the certification or rating level  
          by a third-party verified standard.  Existing law also allows  
          DSA to contract with a qualified plan review firm (individuals,  
          firms or building officials of cities and counties with  
          expertise and knowledge of school building requirements) to  
          perform plan reviews (EC 17305).  

          This bill is also consistent with Governor Schwarzenegger's  
          Executive Order S-20-04 establishing the state's Green Building  
          Initiative that, among others, seeks to attain the LEED  
          standards for state buildings.  








                                                                  SB 1193
                                                                  Page  6




           Analysis Prepared by  :    Sophia Kwong Kim / ED. / (916) 319-2087  



                                                               FN:  0006105