Transcript Document

MCCPTA—MCPS
CIP Forum
October 30, 2007
The Recommended FY 2009 Capital Budget
and FY 2009-2014
Capital Improvements Program (CIP)
www.mcps.k12.md.us/departments/planning.htm
Agenda
• Welcome
• Enrollment Trends
• CIP recommendations
• Non-capital recommendations
• CIP Funding Sources
• Reading the CIP
• Tips for Testimony
• Questions & Answers
• Division of Maintenance Presentation
• Questions & Answers
Handout Materials
• Feedback form
• Division of Long-range Planning and
Division of Construction staff contact list
• PowerPoint presentations
• FY 2009 Capital Budget and FY 2009–
2014 CIP
Montgomery County Public Schools
Enrollment Trends
2006–07
130 Elementary Schools
38 Middle Schools
25 High Schools
6 Special Education programs
1 Career & Technology Center
Total MCPS Enrollment
MCPS Race/Ethnic Composition
1970 to 2007
MCPS Enrollment by Race/ Ethnic Group,
1970 to 2007 preliminary
160000
White
African-American
Hispanic
Asian-American
140000
15.2%
120000
100000
14.8%
21.5%
80000
23.0%
23.0%
60000
41.2%
40000
40.0%
20000
2006
2004
2002
2000
1998
1996
1994
1992
1990
1988
1986
1984
1982
1980
1978
1976
1974
1972
1970
0
Grades Entering are Smaller than Grades Exiting
MCPS Enrollment by Grade
Preliminary
September
30, 2003
Preliminary
September
30, 2007
10,755
11,000
10,447
10,000 9,558
9,374
9,528
9,314 9,334
9,392
10,170 10,338
9,577 9,436 9,557
9,000
8,000
7,000
6,000
5,000
K
1st
2nd
3rd
4th
5th
6th
7th
8th
9th
10th
11th
12th
MCPS Grades K–5 Enrollment,
First Increase in Six Years
Annual Change in K-5 Enrollment: 1990 - 2007 est.
2,500
2,155
2,000
1,440 1,432
1,411
1,500
1,491
1,212
1,000
785
622
426
500
302
197
68
143
-1,500
-605
-1,038
2006
2005
2004
2003
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
2002
-104
-357
-1,039
2007 est.
-1,000
1991
-500
1990
0
MCPS Grades 6–8 Enrollment,
Fifth Year of Decline
Annual Change in 6-8 Enrollment: 1990 - 2007 est.
1,154
1,124
1,000
984
909
1,007
977
899
696
807
676
460
500
456
321
-323
-732
-1,000
2006
2005
2004
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
2003
-252
-508
2007 est.
-500
1991
1990
0
-290
MCPS Grades 9–12 Enrollment,
Second Year of Decline
Annual Change in 9-12 Enrollment: 1990 - 2007 est.
1,800
1,598
1,495
1,267
1,076
1,190
1,300
1,465
1,130
1,002
795
786
765
800
994
863
549
231
300
-283
-700
2007 est.
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
-200
1990
44
-456
MCPS Total Enrollment,
Second Year of Decline
Annual Change in Total MCPS Enrollment: 1990-2007 est.
4000
3473
3667
3392
3653
3619
3209
2524
2530 2817 2837
2638
3000
2214
2059
312
134
50
20 05
1000
20 04
2000
-2000
20 07 est .
20 06
20 03
20 02
20 01
20 00
19 99
19 98
19 97
19 96
19 95
19 94
19 93
19 92
19 91
-1000
19 90
0
-1589 -298
Enrollment Change in Area School Districts
Change in Enrollment Between 2005-06 and 2006-07
in Washington Area School Districts
3,119
3,000
2,504
2,000
1,000
552
452
203
Prince
George's
District of
Columbia
Anne
Arundel
Fairfax
Howard
Frederick
Prince
William
Alexandria
-499
Montgomery
-2,000
Loudoun
-1,000
Arlington
-7
0
-2,311
-2,829
-309
-1,589
-3,000
1990s Dip in County Births Moving Through MCPS–
Births Since 2000 Will Increase Enrollment Later
38 children born every day, on average
13,507
2005
13,806
13,546
2004
13,154
2002
13,529
13,149
13,055
12,369
12,251
11,812
12,000
11,847
12,185
12,203
12,432
1992
12,500
12,194
12,466
1991
13,000
12,733
13,500
2001
14,000
2003
Montgomery
County
Resident
Births
Montgomery
County
Resident
Births
11,500
2006
2000
1999
1998
1997
1996
1995
1994
1993
1990
11,000
Change in Kindergarten Entry Age Reduced
MCPS Enrollment from 2003–04 to 2006–07
Montgomery County Resident Births
Immigration Down Since 2001
Annual Enrollment of Students from Outside the U.S.A.
4,500
4,302
4,122
4,000
3,833 3,774 3,808
3,939
3,582
3,500
3,231
3,220
3,288
3,381
3,109 3,135
3,300
2,983
3,000
Data
Unavailable for
these years
2,500
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
2,000
Net # Students Exiting or Entering MCPS
from County Private Schools
-200
1991-92
-240
-172
200-05
2003-04
2002-03
115
2001-02
56
2000-01
1999-00
1998-99
35
1997-98
99
1996-97
600
519
2005-06
-69
1995-96
1994-95
200
1993-94
1992-93
800
2006-07 prelim.
-400
1990-91
Entries to MCPS from Private Schools
1990 to 2006
Net Losses or Gains in MCPS Enrollment
from County Private Schools
717
629 626
565
496
400
151
96
0
Montgomery County Housing
Large Increases Since 2000
Montgomery County Housing
Median Sales Value by All Housing Units
(Detached, Attached, and Condo Units)
$550,000
$485,000
$500,000
$464,000
$450,000
$400,000
$395,000
$350,000
$320,645
$300,000
$282,918
$250,000
$200,000
$150,000
$187,000
$189,500
$197,000
$205,000
$172,900
$182,500
$190,000
$187,000
$205,000
$236,077
$217,500
1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006
Rental Costs Also Increasing
Montgomery County Average Turnover Rents:
1998–2006
$1,212
$1,167
$1,200
$1,154
$1,076
$1,100
$1,111
$1,030
$1,000
$928
$900
$871
$800
$726
$700
1998
1999
2000
2001
2002
2003
2004
2005
2006
Focus Schools in Areas of High FARMS (red) and NonFocus Schools in Areas of Lower FARMS (green)
Elementary Enrollment Declining in Red Zone
Schools and Increasing in Green Zone Schools
Total Enrollment in Focus and Non-Focus
Elementary Schools: 1990 to 2006
34,000
33,000
32,000
32,000
31,000
30,000
29,054
29,000
29,216
28,000
27,517
Focus
27,000
Non-Focus
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
26,000
Demographics of Focus and Non-Focus Schools
Demographics of Focus and Non-Focus Elementary Schools:
Percent of Enrollment by Various Characteristics, 2006–07
90.0
78.4
80.0
75.2
74.7
67.8
70.0
62.4
Percent
60.0
50.0
75.5
47.7
52.3
37.6
40.0
32.2
30.0
21.6
25.3
24.8
24.5
20.0
10.0
0.0
% of all
Enrollment
Focus Schools
% of all
FARMs
% of all
ESOL
Non-Focus Schools
% of all AfriAmer.
% of all
Asian
Amer.
% of all
Hispanic
% of all
White
MCPS Enrollment Forecast
MCPS K–5 Enrollment
Actual 1990 to 2007 and Projected 2008 to 2013
MCPS Grades K-5 Enrollment
Actual 1990-2007 and Projected 2008-13
Actual
Projected
63,000
59,674
60,619
61,000
59,000
Projected
57,000
56,500
55,000
53,000
51,000
49,830
49,000
47,000
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
45,000
MCPS Grades 6–8 Enrollment
Actual 1990 to 2007 and Projected 2008 to 2013
MCPS Grades 6-8 Enrollment
Actual 1990-2007 and Projected 2008-13
Actual
32,000
Projected
30,000
28,540
28,000
27,215
26,000
24,000
22,000
20,841
20,000
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
18,000
MCPS Grades 9–12 Enrollment
Actual 1990 to 2007 and Projected 2008 to 2013
MCPS Grades 9-12 Enrollment
Actual 1990-2007 and Projected 2008-13
Actual
44,000
Projected
42,000
40,000
39,323
38,204
41,303
38,000
Projected
36,000
34,000
32,000
30,000
28,000
26,827
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
26,000
MCPS Total Enrollment
Actual 1990 to 2007 and Projected 2008 to 2013
MCPS Total Enrollment
Actual 1990-2007 and Projected 2008–2013
Actual
Projected
145,000
138,527
138,256
135,000
125,000
115,000
105,000
103,732
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
95,000
Maryland Public Enrollment Trends
Actual 1990 to 2006 and Projected 2007 to 2016
Maryland Historical and Projected Public Enrollment
Actual
870,000
Projected
858,940
850,720
850,000
830,000
825,966
810,000
790,000
786,488
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
770,000
Capital Improvements Program
• CIP Project Completions in 2007–2008
• FY 2009–2014 CIP Highlights
Recent CIP Successes
• Council approved a $1.211 billion in expenditures in Amended
FY 2007–2012 CIP
2007–08 School Year:
¤
Opened Arcola ES—August 2007.
¤
Completed modernization of Parkland MS—August 2007.
¤
Will complete modernizations of Richard Montgomery HS
and College Gardens ES—January 2008.
¤
Completed additions at Sherwood HS (+16 rms.), Einstein
HS (+7 rms.), Sligo Creek ES (+4 rms.), and Weller Road
ES (+11 rms.)
¤
Will open gymnasiums at 5 elementary schools: Arcola,
Bel Pre, Burning Tree, Fairland, and Thurgood Marshall.
FY 2009–2014 CIP Highlights:
2 New Schools Opening
Schools Scheduled for Opening
2008 to 2013
3
5
Elementary
Middle High
2
Downcounty Consortium ES #29
(reopen McKenney Hills ES)
Clarksburg ES #8 (new)
1
Clarksburg
1 ES #8
1
(new)
McKenney Hills ES
(reopening)
0
2008-09
2009-10
2010-11
2011-12
School Year Opened
2012-13
2013-14
FY 2009–2014 CIP Highlights:
325 Classroom Additions
Classroom Additions Scheduled
Includes additions that are part of school modernizations
2008 to 2013
100
105
105
105
105
105
79
81
79
89
80
83
80
Elementary
Middle
High
75
64
57
40
42
40
40
50
42
00
0
25
21
21
21
21
6
0
0
2008-09
2009-10
2010-11
2011-12
2012-13
School Year Opened (either August or follow ing January of year)
2013-14
Relocatable Reduction Initiative
Reduction in Number of Relocatable Classrooms
2005–06 to 2007–08
800
# Relocatables at Schools
685
719
700
560
600
607
462
500
400
300
200
200
100
0
2005-06
2006-07
2007-08
FY 2009–2014 CIP Highlights:
New Facility Planning Projects
Proposed New Schools
Proposed New Additions
•
Clarksburg/ Damascus MS
•
Barnsley ES
•
Clarksburg Cluster ES
•
Bradley Hills ES
•
Clarksburg HS
•
Darnestown ES
•
Georgian Forest ES
•
Highland View ES
•
Ritchie Park ES
•
Rosemary Hills ES
•
Viers Mill ES
•
Wyngate ES
FY 2009–2014 CIP Highlights:
18 Schools to Be Modernized
Schools Scheduled for Modernization
2008 to 2013
6
6
Elementary
Middle High
5
4
4
4
4
4
3
3
3
2
1
5
2
2
1
1
1
11
0
2008-09
2009-10
2010-11
2011-12
2012-13
School Year Opened (either August or following January of year)
2013-14
FY 2009–2014 CIP Highlights:
School Modernizations
(Opening date in parenthesis)
Elementary
Elementary
Galway (1/09)
Bel Pre ES (8/14)
Cashell ES (8/09)
Candlewood ES ((1/15)
Bells Mill ES (8/09)
Rock Creek Forest ES (1/15)
Cresthaven ES (8/10)
Wayside ES (8/16)
Carderock Springs ES (8/10)
Brown Station ES (8/16)
Farmland ES (8/11)
Wheaton Woods ES (8/16)
Cannon Road ES (1/12)
Potomac ES (1/18)
Garrett Park ES (1/12)
Luxmanor ES (1/18)
Seven Locks ES (1/12)
Maryvale ES (1/18)
Beverly Farms ES (8/13)
Glenallan ES (8/13)
Weller Road ES (8/13)
FY 2009–2014 CIP Highlights:
School Modernizations
(Opening date in parenthesis)
Middle
High
Key MS (8/09)
Walter Johnson HS (8/09)
Cabin John MS (8/11)
Paint Branch HS (8/11)
Hoover MS (8/13)
Gaithersburg HS (8/12)
Farquhar MS (8/15)
Wheaton HS (8/14)
Tilden MS (8/17)
Seneca Valley HS (8/16)
Wootton HS (8/18)
FY 2009–2014 CIP Highlights:
Elementary School Gym Additions Schedule
Elementary School Gymnasium Schedule
2008 to 2013
6
5
55
5
5
5
5
4
4
4
33
3
3
2
1
1
1
Program complete,
all elementary
schools have gyms.
0
2008-09
2009-10
2010-11
2011-12
2012-13
School Year Opened (either August or following January of year)
2013-14
FY 2009–2014 CIP Highlights:
Restroom Improvements
• 47 schools in program – began in
FY 2007
• 24 schools completed so far
(FY 2007 and FY 2008)
• 11 schools in FY 2009
• 12 school in FY 2010
• Facility Planning requested to
assess additional schools for
restroom renovations
Superintendent’s Recommended
FY 2009–2014 CIP
Changes in Scope or Schedule
• Redland MS and Ridgeview MS
¤
Reduction in scope of projects
• Paint Branch HS Modernization
¤
One year delay
• Watkins Mill MS #2
¤
Replaced by Clarksburg/Damascus MS
• Carl Sandburg Center
¤
Collocation study instead of modernization
• Rachel Carson ES
¤
Reassign ELC to Jones Lane ES in August
2010, and monitor enrollment
FY 2009–2014 CIP Highlights:
Boundary Studies
Churchill Cluster
Bells Mill ES, Potomac ES and Seven Locks ES
boundary review to relieve Potomac ES.
Study to include Cabin John MS and Hoover MS due to
articulation of Potomac to Hoover MS and Bells Mill ES
and Seven Locks ES to Cabin John MS.
Clarksburg Cluster
Cedar Grove ES, Clarksburg ES, and Little Bennett
ES to form service area for Clarksburg ES #8
FY 2009–2014 CIP Highlights:
Boundary Studies
• Spring 2008—community involvement
• Mid-October 2008— superintendent
recommendation
• November 2008—BOE action
• Implementation in August 2009
Funding the CIP
Biennial CIP Process
• The CIP is a biennial plan
¤
All projects reviewed in odd-numbered fiscal
years
¤
Amendments in even numbered fiscal years
• FY 2009 is full CIP year
Definitions
• The Capital Improvements Program (CIP) is a sixyear spending plan (e.g. FY 2009-2014)
• It is a line item spending plan - each project has its
own Project Description Form (PDF) except for
modernizations and school re-openings (RROCS)
Definitions (continued)
• The Capital Budget is an annual budget adopted by
the County Council (e.g. FY 2009)
• It provides the appropriation (funding) authority to
award contracts and to obligate expenditures
• It is adopted for the current year in the CIP only
• The Capital Budget and the CIP can only be revised
by the County Council
How is the CIP Funded?
• Bonds – determined by Spending Affordability
Guidelines (SAG)
• State Aid – determined by state formula based on
eligible projects in approved CIP
• School Impact Tax — A tax collected at time of building
permit for each new dwelling unit constructed, and can
only be used for school capacity projects
• Recordation Tax —A portion of the tax collected when a
residential property is transferred to a new owner. A
current revenue source that also can be used for noncapacity type projects (e.g. technology).
• Current Revenue – the same funding source as the
operating budget – (technology, relocatable classrooms,
and facility planning)
Spending Affordability Guidelines
(SAG)
• SAG determines amount of bond revenue
• Spending Affordability Guidelines (SAG) set higher than in
the past.
¤
$300 million for FY 2009 and FY 2010, and six-year
total of $1.8 billion.
¤
$150 million above the previous six-year SAG total
• The County Council can review SAG in February 2008
¤
SAG can be lowered by any amount or increased by a
maximum of 10%
School Impact Tax and Recordation Tax Changes
• School impact tax revenue is below
anticipated levels:
¤
FY 2007–2012 CIP assumption was $128 million for sixyear period.
¤
FY 2007–2012 Amended CIP assumption is $48.3 million
for the six-year period.
• Recordation tax revenue is below
anticipated levels:
¤
FY 2007–2012 CIP assumption was $225.4 million for the
six-year period.
¤
FY 2007–2012 Amended CIP assumption is $176.7 million
for the six-year period.
School Impact Tax and Recordation Tax
• County assumption for school impact tax revenue
in the adopted FY 2007–2012 Amended CIP:
¤
FY 2008 $8.3m, FY 2009 $8.0m, FY 2010 $8.0m,
FY 2011 $8.0m, FY 2012 $8.0m
• County assumption for recordation tax revenue in
the adopted FY 2007–2012 Amended CIP:
¤
FY 2008 $26.8m, FY 2009 $26.5m, FY 2010 $26.5m,
FY 2011 $22.5m, FY 2012 $22.4m
FY 2008 State CIP
Request
MCPS State Aid Request Summary
(millions)
•
•
•
•
•
•
Construction funding balance
$ 2.16
Systemic renovations
$ 3.40
Planning and Construction (Forward) $ 5.55
Planning and Construction funding $121.62
Relocatable Moves
$
.1
Planning approval – 3 projects
$ n/a
Total
$132.83
MCPS State Aid Request Summary
• State aid request for FY 2009 is $132.8 million.
• $5.6 million is amount state has indicated an
obligation to fund under current rules.
• $127.3 million is amount for projects eligible for
state funding, but without the prerequisite state
planning approval.
Construction Funding Balance and
Forward Funded Project Requests
Systemic HVAC and Roof Project
Requests
Planning and Construction Requests
Relocatable and
Planning Approval Requests
Reading the CIP
Table of Contents
• Cover Letter
• Chapter 1 – CIP recommendation
• Chapter 2 – The Planning Environment
• Chapter 3 – Facility Planning Objectives
• Chapter 4 – Adopted Actions and
Planning Issues by Cluster
• Chapter 5 – Countywide Projects
• Appendices A - Y
Chapter 4
CIP Review and Action Schedule
•
•
•
Board of Education
¤
November 8, 2007—Board Work session
¤
November 14, 15, 2007—Board Public Hearings
¤
November 19, 2006—Board Action
County executive
¤
December, 2007—County executive review
¤
January 15, 2008—County executive recommendations
County Council
¤
February to May, 2008—County Council review
¤
May 31, 2008—County Council approves CIP
Tips for Testimony
Presenters should…
• Keep testimony within the time allotted
• Check your facts
• Focus on issues directly related to the CIP
• Bring 25 copies of written testimony to be given to Board
staff (they will distribute)
• Summarize testimony during oral presentation – try not to
read verbatim
• Build talking points to a theme
• Rehearse your presentation
Questions and Discussion
Please fill out feedback forms
www.mcps.k12.md.us/departments/planning/
CIPmaster_Current.htm