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HomeMy WebLinkAboutAgenda - 05-05-1997 - 10b 1 ' ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: May 5, 1997 Action Agenda Item No. O-b SUBJECT: Capital Needs Advisory Task Force Final Report DEPARTMENT: Budget/County Manager PUBLIC HEARING: (Y/1) BUDGET AMENDMENT: (Y/1) ATTACHMENT(S): INFORMATION CONTACT: Task Force Report Sally Kost, Budget Director ext 2151 TELEPHONE NUMBERS: Hillsborough 732-8181 Chapel Hill 968-4501 Durham 688-7331 Mebane 227-2031 PURPOSE: To receive the final report and recommendations from the Capital Needs Advisory Task Force. BACKGROUND: In January 1997,the Board of Commissioners appointed a task force of citizens to review the County's long-range capital funding plan, and to make recommendations to the Board of Commissioners regarding elements and size of the proposed November 1997 bond referendum for Schools and County capital projects. The task force met eight times from early February to mid-April. At its final meeting, the Task Force voted 14-3 to recommend that the Board of Commissioners pursue a November 1997 bond referendum of roughly $60 million. Details of the projects and amounts recommended for inclusion in the bond are contained in the attached task force report. A minority opinion, along with an appendix of amplifying comments from various task force members, is also included. Task Force Chair Bob Seymour, along with other task force members, can respond to Board questions about the review process and the specific project recommendations. RECOMMENDATION(S): The Manager recommends that the Board receive the report as information, and provide direction to staff concerning how the task force recommendations should be incorporated into the 1997-2007 Capital Improvements Plan,which will be presented in late May. 2 Capital Needs Advisory Task Force Contents i. Majority Report 2. Minority Report Appendices A. Capital Needs Advisory Task Force Members B. Description of Capital Projects c. School Population Projections D. School Standards for Elementary and Middle Schools E. Impact on Orange County Schools Capital Improvements Plan when debt service on Private Placement Financing for a new High School is paid from these funds F. Comments from the Task Force Members 3 Capital Needs Advisory Task Force Majority Report to the Board of County Commissioners May 5, 1997 Background The Board of County Commissioners adopted a funding plan for School and County capital projects in October 1996 to address future capital needs. The plan included a $40 million bond referendum. Restructuring the formula for allocating funds for Capital Improvements Plan projects allows for the additional debt service on $40 million in bonds to be paid without increasing taxes. The $40 million bond package included renovation funds, which allowed the County and the Schools to continue projects already planned in the Capital Improvements Plan. The total plan, using a combination of County funds, impact fees, State bond proceeds, and the proceeds of the $40 million bond funded the following facilities: Project Description Total Project Cost Amount from the$40 Million Bond Southem Village Elementary School $14,100,000 - East Chapel Hill High School $11,800,000 - Addition New Middle School - Chapel $22,500,000 $20,735,185 Hill/Carrboro City Schools Renovations -Chapel Hill/Carrboro $3,002,535 City Schools Elementary School -OCS $14,500,000 $7,466,297 Renovations - Orange County Schools $4,795,983 Renovations - County facilities $2,000,000 Unspecified $2,000,000 Total $40,000,000 The Board of County Commissioners appointed a 22 member advisory task force in January 1997 to review the plan and to recommend to the Board of County Commissioners elements and size of the proposed November 1997 bond referendum for Schools and County projects. The Board of County Commissioners charged the Capital Needs Advisory Task Force with the following: Schools 1. Review the needs for new schools in the ten year Capital Improvements Plan as identified by the Orange County Schools and Chapel Hill/Carrboro City Schools. 2. Familiarize itself with the current long-range school capital funding plan approved by the Board of Commissioners at the October 15, 1996, meeting. 3. Confirm the need for, and timing of, new school construction projects, considering current and projected student populations. 1 4 County Projects 1. Review the capital needs recommended by the County Manager for the 1997-2007 Capital Improvements Plan and follow any priorities identified by the Board of Commissioners. 2. Identify the need for and the timing of County capital projects, including those for parks and recreation. The Task Force met in a series of eight meetings, beginning in February. The initial meetings oriented members to the capital needs of the Schools and of the County. To help Task Force members become familiar with the projects and conditions of existing facilities, the group toured some of the schools and held its meetings at various School and County locations. During the orientation sessions, several new projects, not considered in the $40 million bond package, were introduced. The Chapel Hill/Carrboro City Schools told the Task Force that the original plan to spend $11.8 million to complete the East Chapel Hill High School would not be adequate. Bond funds had not been included in the $40 million package for this project, since State Bond proceeds and funds from impact fees had been planned to cover the amount needed. However, revised estimates from the School System indicated that an additional $3 million would be needed to complete this facility, bringing the total additional cost to complete this facility to $14.8 million. The Task Force was asked to consider adding the shortfall ($3 million) to the bond package being considered. The Orange County School Board introduced the need for a second high school in their district. The total cost of the facility is estimated by the Orange County Schools to be $25 million, with a planned opening in 2002-03. This facility was not included in the $40 million package. The Task Force received information on Recreation and Parks, Affordable Housing, Senior Centers, and the Efland Sewer. Funding for all of these areas in the original $40 million package totaled $2 million, which was not specified for any particular project. The Task Force developed criteria to be used to evaluate both School and County projects. The criteria for evaluating School projects were as follows: • Projects should meet the philosophical criteria for bonds, that is, they should have a useful life of 15 to 20 years, such as a new school project or a major renovation. (This would not include computer hardware and maintenance of facilities.) • Consider the number and spectrum of present and future citizens who would benefit both directly and indirectly from the proposed project. • Look for efficiencies, such as, when multiple needs can be met (such as combining school sites with parks). • Schools should be given the highest priority and addressed by the Task Force first. • Projects should be "big ticket" only (suggestion of$1 million or more) or projects that, when combined, are considered "big ticket." • Capital projects must respond to a need identified by the appropriate elected board. 2 5 The criteria used for evaluating non-School projects was similar. These criteria, as adopted by the Task Force, are as follows: • Consider the number and spectrum of people affected. • Consider the timing of the needs. • Consider whether the project serves a diversity of needs. • Consider whether it is a reasonable package that voters would support. • Consider whether a project addresses inequities in different parts of the county. • Is the County legally required to provide for the project? • Is the project a "big ticket" project? In the final meetings, the Task Force began developing a bond package. Individual members were asked to develop their own bond package, applying the evaluation criteria. The results were tallied and presented to the group. After discussing these results and further information on the projects, the Task Force voted on the final package. The vote was based on what members would recommend to be fully funded, to be partially funded, and projects not to be funded. In some instances, the Task Force decided to present a range to the Board of Commissioners. The final vote on the Task Force's package was 14 members in the affirmative, 3 members in the negative, and 3 members absent, and, therefore not voting. The Recommended Bond Package The Capital Needs Advisory Task Force is recommending to the Board of County Commissioners a bond package totaling $59,932,500 to $61,757,500 (ranges were given for affordable housing and a new senior center in central Orange County). This would require an estimated general fund property tax increase of between 3.5 and 4 cents per $100 of assessed valuation. The proposed bond includes two new schools, and a portion of the costs for a second high school in the Orange County School District. The Task Force is recommending that the other half of the costs for a new high school be paid by borrowing funds by private placement, with the payments made from the Orange County Capital Improvements Plan funds (for the impact on the Orange County Capital Improvements Plan, see Appendix E). The bond package recommended by the Task Force is shown on the following page. 3 6 Capital Needs Advisory Task Force - Recommendation for Bond Package Chapel Hill-Carrboro City Schools Middle School Chapel Hill/Carrboro City Schools $ 20,735,185 East CH High School $ 3,000,000 Renovations Chapel Hill/Carrboro City Schools $ 3,002,535 Total Chapel Hill/Carrboro Schools $ 26,737.720 Orange County Schools Elementary School Orange County Schools $ 7,466,297 High School Orange County Schools $ 12,500,000 Renovations Orange County Schools $ 4,795,983 Total Orange County Schools 24,762.280 Parks Efland-Cheeks Community School Park $ 400,000 Fairview Community Park $ 700,000 Northern Orange Human Services Center $ 500,000 Parkland Acquisition $ 1,000,000 Total Parks 2,600,000 Senior Centers Central Orange Multipurpose Senior Center(new $ 1,000,000 - $ 2,025,000 building) Purchase existing Chapel Hill Multipurpose Center $ Northern Orange Senior Center Renovations $ 20,000 Efland Cheeks Senior Center Addition $ 112,500 Carrboro Senior Center $ 500,000 Total Senior Centers 2,657.500 Affordable Housing (no stipulations attached) $ 1,000,000 - 1,800,000 Efland Sewer Expansion 1,200, County Human Services Centers Renovations Whitted Human Srvs Center $ 1,000,000 Renovations Northern Human Srvs Center $ 1,000,000 Total County HS Centers 2,000,000 Total Bond Package $ 59,932,500 - $ 61,757,500 4 7 At the upper end of the range, the distribution of the proposed bond is as follows: CHCCS 44.3% I Parks 2.0% ounty 3.3% Efland Sewer 2.0% Afford Housing 3.0 Senior Centers 4.4% OCS 41.0% The Task Force used the tier B costs for elementary and middle schools, which provides for community use of the facilities (see Appendix D). Annual costs were increased by five percent of the construction costs for each year until the project is bid. Since no high school standards were studied and adopted by the Board of County Commissioners, the Task Force accepted the estimates of the Orange County Schools and used $25 million for this facility. The costs of the senior centers, recreation projects, affordable housing and Efland Sewer were based on estimates made by County staff. A complete listing of all the projects is shown at Appendix B. The general fund tax rate impact of the Task Force's recommendation is between 3.5 and 4.0 cents per $100 of assessed valuation. To the property owner of a $100,000 house, this equals between $35 and $40 per year. 5 8 Conclusion The Capital Needs Advisory Task Force is recommending a bond package that includes funding (or a portion of) for three new schools: Orange County System • high school • elementary school CHCCS • middle school The proposed bond package also includes funds to help complete East Chapel Hill High School and nearly $8 million for school renovations. Funds are also included to complete the next phase of the Efland Sewer. The recommendation also includes funds for additional park and recreation facilities, for senior centers and affordable housing. Renovation funds are included for the Northern Human Services Center and for the Whitted Human Services Center. Final written comments were solicited from the Task Force for those members wishing to provide additional information or comment to the Board of County Commissioners. Because of the importance of these comments, they have been included in Appendix F. Members voting against the final recommendation to the Board of Commissioners are providing a Minority Report. 6 APR 29 197 11:02AM TUNL 9196602634 P,2 9 Minority Report CapitcW Needs Advisory Task Force Orange County, North Carolina Orange County is rich in its diversity and we want to encourage that for many years to come.This diversity is being challenged everyday from all directions including our own government. Taxes and fees of all kinds add to the cost of living in Orange County. Essential services such as educating our children, public health, and fulfilling prior commitments must be provided for by our Commissioners, in addition to evaluating funding additional citizen services and projects. These factors, the Task Force's charge and evaluation criteria, as well as the guidance and information of many documents provided to the Task Force, including the Capital Improvement Plan and a funding plan for School and County projects adopted in October of 1996, helped shape our opinion that a bond as recommended in the majority report would be difficult to pass and would further impact those citizens who could ill afford additional tax burden. The following examples are just a few areas of concern for us - New middle school for Chapel HiII/Carrboro City Schools is a tier "B" school whereas in October, 1996 the Board of Commissioners agreed to fund new schools at tier "A" level. This would reduce the cost of this school from 22.5 million dollars to Mr. Mulkey's bond proposal of 16.4 million dollars (estimate based on School Facility Construction Standards report). It should also be noted that this school's 700 student capacity would only have 318 students as projected by the Department of Public Instruction(DPI) when it opens in the year 2000 and DPI's projected middle school growth declines in the years after. In the school tour, the Principle of Grey Culbreth stated that there was room to build another wing at Culbreth in order to expand capacity. - New elementary school for Orange County Schools is a tier "B" school in October, 1996 the Board of Commissioners agreed to fund new school at tier 'A" level. This would reduce the cost of this school from 14.5 million dollars to Mr. Mulkey's bond proposal of 12.3 million dollars (estimate based on School Facility Construction Standards report) . - East Chapel Hill High School addition (3 million dollars) is a request based on expectations of potential budget over runs. There was no hard-core facts, or updated cost estimates given to verify this request. It should be noted that in the funding plan adopted last October (1996) by the Board of Commissioners the Chapel Hill/Carrboro -School System would have a 4,54 million dollar surplus in the year 2005-6. On page 17 of the Capitol Improvement Plan the Chapel HiIVCarrboro System also has a 6.98 million dollars surplus for special projects in the same year. This huge surplus of tax dollars, 11.52 million dollars, needs to be directed to more pressing concerns for the entire County, not as a surplus, "to be determined". 7 APR 29 '97 11:02AM TUNL 9196602634 P.3 10 The following itma are just a few areas of real need that should be a priority for bond Money. - Renovations for each school system should be funded at the level requested. We must upgrade and maintain our existing schools. No student or parent should be made to feel as if they are inferior by attending an older school. - New high school for the Orange County Schools (25 million dollars). Orange High School is at its maximum now. The site cannot support an addition due to land constraints and due to space limitations within the core areas i.e. cafeteria, library, gyms, hallways, media center, etc.. Classrooms that are substandard by state guidelines, teachers who have no classroom but have to roam from room to room each period. We would recommend that each of the Commissioners (Crowther, Carey, and Gordon) tour the school in order to view for themselves these teaching and learning conditions that our students endure each day. - Efland Sewer (1.2 million dollars) and Recreation and Parks (2.8 million dollars) are two projects that have prior commitments(1988) from the Board of Commissioners. Both these projects have received very little funding in the years past and need to be bought up to speed now. Responsibility to public health as in the sewer project cannot continue to be delayed. It is also a matter of integrity for the Board of Commissioners to honor the commitments that it makes to the citizen. Respectfully submitted, Patrick Mulkey, Vice Chairman Mike Drowns Bob Bateman 8 11 Appendix A. Capital Needs Advisory Task Force Members Robert Seymour, Chair Patrick Mulkey, Vice Chair David Adams Martin Feinstein Matthew Barton Harvey Goldstein Robert Bateman Stephen Halkiotis Rutha Brooks David Kolbinsky Margaret Brown Trish Love Mary Bushnell Judy Margolis Keith Cook Mark Royster Susan Dovenbarger Lisa Stuckey Mike Drowns Bill Waddell Jerry Eidener Robert Wiggins 9 12 Appendix B. Description of Capital Projects The following summarizes inforcmation about the various projects that the Task Force has been asked to consider. The sources of this information are handouts prepared by various School and County staff throughout the review process. Chapel Hill-Carrboro City Schools 1. Middle School Total Amount of Project $22,500,000 Funded by Other Sources $1,764,815 Amount Requested to be funded by the Bond $20,735,185 Description of the Project: • 700 Student Middle School • Planned to Open in 2000 • Based on 132,192 square feet based on Basic School plus both tiers • Current plan is facility will be constructed on donated land at Meadowmont 2. East Chapel Hill High School Addition Total Amount of Project 14,800,000 Funded by Other Sources 11,800,000 Amount Requested to be funded by the Bond $3,000,000 Description of the Project: • Increase the capacity from 1,000 to 1,500 • Construct Cultural Arts Wing 3. Renovations Total Amount of CEP Projects $28,395,518 Funded by Other Sources (1) $25,392,983 Amount Requested to be funded by the Bond $3,002,535 (1) CIP funds, primarily from sales tax, over the 10 year planning period. Description of the projects: • Chapel Hill High School auditorium ($614,215), Culbreth HVAC replacement ($381,500), Glenwood Renovations ($952,600), and Estes Hills Renovations ($1,002,800) 10 a 13 Orange County Schools 4. Elementary School Total Amount of Project $14,500,000 Funded by Other Sources $7,033,703 Amount Requested to be funded by the Bond $7,466,297 Description of the Project: • 600 Student Elementary School • Location - not known • Planned for 1999 • Based on square footage of 95,235 (Basic School plus Tier A and Tier B) 5. New High School Option 1: Total Amount of Project $25,000,000 Funded by Other Sources $12,500,000 Amount Requested to be funded by the Bond $12,500,000 Option 2: Total Amount of Project $25,000,000 Funded by Other Sources 0 Amount Requested to be funded by the Bond $25,000,000 Description of the Project: Option 1 - Bond funds pay for half of the facility and funds allocated for the CIP pay the other half, either through private placement financing or directly payment toward the facility (see notes below). Option 2 - Bond funds are used entirely for the new high school. 6. Renovations Total Amount of CIP Projects $26,608,993 Funded by Other Sources (1) $28,395,518 Amount Requested to be funded by the Bond $4,795,983 (1) CIP funds, primarily from sales tax, over the 10 year planning period. 11 14 Description of the Projects: • Major renovations include Cameron Park ($270,000), electrical upgrades ($450,000), Orange High School ($725,000), kitchen improvements ($405,000) and maintenance ship ($155,000) Note: Of the $28.3 million available to the OCS over the 10 year planning period, nearly $12.6 million is earmarked for a new high school. This money could be used in one of two ways: (1) Pay-as-you-go Based on the schedule submitted by the Orange County Schools, if CIP funds were used to pay for half the construction costs directly with the other half paid by general obligation bonds, the full $12.5 million would not be available until the year 2006-07. (2) To pay debt service on a private placement financing plan Under one scenario presented by the Orange County Schools, the County could borrow an additional $12.5 million for the facility through a private placement financing plan (which does not require a vote of the people) and combine these funds with $12.5 million in general obligation bonds (requires a vote of the people). The debt service amount would then be paid from CIP funds. (See previous green sheet handed out at the 3124197 meeting for the impact on the Orange County Schools CIP.) Note this type arrangement can legally done, but that it must be approved by the Local Government Commission. Parks and Recreation 7. Efland Cheeks Community School Park $400, • Existing small community center adjacent to Efland Cheeks Elementary School • Proposed park is on 16+ acres • Includes new playground equipment, picnic shelter and outdoor classroom, nature interpretive trail and lecture station, multi-purpose field, walking/fitness trail, upgraded basketball court 8. Fairview Community Park $700,000 • Existing 42 acre tract • Present park includes a playground and picnic area • Possible joint venture to develop this park with picnic shelters, soccer fields, softball fields and other amenities. 9. Northern Orange Human Services Center $500,000 (building renovations not included here) • Existing 8 acre tract includes softball field and playground area • 20 acre expansion to develop a community park to increase the active recreation areas and add restrooms, picnic areas, parking and septic system. 12 15 1 10. Parkland Acquisition $1,000,000 • Purchase 25 to 30 acres for future development of a community park in Little River Township • Purchase 75 to 100 acres in Chapel Hill-Bingham Township for future development of a district park. Senior Centers 11. Construction of Central Orange Multipurpose Center $2,025,000 • A 15,000 square foot center in Hillsborough area • Would include adult day care • Current Hillsborough center is the oldest center, located in the Whitted Human Services Center (which is a large government building shared with other human service agencies) • Facility lacks space to accommodate large groups of 40 or more • Parking at current facility is limited 12. Purchase existing Chapel Hill Multipurpose Center $3,000,000 • Existing center, located in the Galleria Shopping Center • Established in 1991 • Houses an auditorium, three meeting/activity rooms, offices for Retired Senior Volunteer Program (RSVP), a Wellness Center, Information and Case Assistance • Chapel Hill township has the highest concentration of older adults • Center averages over 200 people each day. • The Center is a public-private partnership involving the county, the Town of Chapel Hill, and the Friends of the CH Senior Center. • Funding includes purchase of the entire shopping center, with the additional space being leased. 13. Northern Orange Center $20,000 • Located in former Cedar Grove school • Senior center rooms are scattered throughout the facility • Average nutrition attendance is 25 persons per day 14. Efland Cheeks Center $112,500 • Facility established in 1990 • Center has one multi-purpose room • Average daily nutrition attendance is 26 persons. 15. Construct Addition to Carrboro Center $750,000 • Limited space- two rooms (1,800), a large multi-purose room and a small Arts/Crafts room. 13 16 Affordable Housing 16. Affordable Housing $1,800,000 • Several local organizations produce about 20 units per year: Orange Community Housing, Habitat for Humanity, Knolls Development. • Subsidies of $10-20,000 per year would increase affordability for between 50 to 100 home buyers over a 4 to 5 year period • Local funds of between $500,000 and $800,000 would be needed to assist 50 families to have affordable rental opportunity, or $10,000 to $16,000 per unit. Efland Sewer 17. Expansion of Efland Sewer $1,200,000 • Current system serves approximately 125 residential accounts and 6 non-residential accounts • Two largest sewer generators are Efland Cheeks Elementary School and Hancor Manufacturing • System that would have served areas of the Efland sewer system mater plan designated as Phase II and the eastern portion of Phase I were not constructed during the original 1987- 88 construction primarily because of insufficient funds • Estimated expansion would provide sewer service to 81 existing single family homes, 3 churches and 12 non-residential units. County Buildings 18. Renovations to Whitted Human Services Center $1,000,000 19. Renovations to Northern Human Services Center $1,000,000 • Renovations to these facilities were originally included in the County Capital Improvements Plan (CIP). With the funding plan approved by the Board of Commissioners for a no tax increase bond referendum, additional bond funds were necessary to make up "lost" funds for County projects. This $2 million is included to hold County projects "harmless" in changes in the funding formula for capital projects. • Renovations include HVAC replacement, major roof replacement, energy retrofitting and general improvements. • Both of these facilities are old schools that have been adapted for different use. 14 17 Appendix C. School Population Projects The Task Force discussed the student population projections made by the State Department of Public Instruction and by the private company, Or-Ed. In addition, the Orange County School staff prepared local projections based on current enrollment, and the influx of students from Alamance County. The Task Force accepted the projections by default, although many members of the committee expressed concern because they felt the projections were too low. The projections reviewed by the committee are shown on the following pages. 15 18 School Population Projections Chapel Hill/Carrboro City Schools STATE Year ADM" Capacity" 1993-94 3531 3092 4500 Elementary 1994-95 3706 3092 1995-96 3831 3092 4 1996-97 3910 3684 3500 3000 1997-98 3955 3684 2500 1998-99 3946 3684 2000 ADM* 1999-00 3874 4284 + 1500 Capacity** 2000-01 3850 4284 1000 2001-02 3851 4284 500 2002-03 3820 4284 0 2003-04 3796 4284 9; a a $ 0 4 q q Cn 2004-05 3782 4284 8 8 8 8 8 8 2005-06 3770 4284 r Year ADM Capacity 1993-94 1722 1440 ADM 2500 Capacity! 1995-96 1994-95 1805 2108 1995-96 1893 2108 20 1996-97 1991 2108 1997-98 2082 2108 1500 1998-99 2224 2108 1999-00 2358 2108 1000 2000-01 2426 2108 Soo 2001-02 2411 2108 2002-03 2361 2108 0 2003-04 2341 2108 a ; M 2004-05 2344 2108 8 8 8 8 8 2005-06 2309 2108 Year ADM Capacity 1993-94 1880 1645 3500 ADM 1994-95 1998 1645 3000 Capacity 1995-96 2087 1645 1996-97 2174 2665 i 2500 1997-98 2291 2665 2000 1998-99 2380 2665 1500 1999-00 2506 3165 ++ j 1000 2000-01 2633 3165 2001-02 2766 3165 500 2002-03 2958 3165 0 2003-04 3039 3165 19 19 19 19 19 19 19 20 20 20 20 2004-05 3047 3165 93- 94- 95- 96- 97- 98- 99- 00- 01- 02- 03- 94 95 96 97 98 99 00 01 02 03 04 2005-06 3058 3165 'Projected ADM by Department of Public Instruction,Statistical Research Section 10/96. ""Capacity as stated by the Schools.Does not include mobile units. + Southern Village Elementary School-600 students. ++Addition to East Chapel Hill High-500 students Shaded student populations are actuals. 16 19 r School Population Projections Chapel Hill/Carrboro City Schools OR-ED Year ADM' Capacity" 1993-94 3531 3092 4500 Elementary 1994-95 3706 3092 4000 1995-96 3831 3092 3500 1996-97 3938 3684 3000 1997-98 4011 3684 2500 1111111111011ADW 1998-99 4067 3684 2000 Capacity** 1500 1999-00 4037 4284 +! 1000 2000-01 4025 4284 500 2001-02 3994 4284 0 2002-03 3971 4284 2003-04 3963 4284 9 00 8 8 Year ADM Capacity 1993-94 1722 1440 2500 1994-95 1805 2108 2000 1995-96 1893 2108 1996-97 1865 2108 1500 ADM 1997-98 1967 2108 1000 --*---Capacity 1998-99 2108 2108 soo 1999-00 2281 2108 2000-01 2368 2108 0 2001-02 2457 2108 19 19 19 19 19 19 19 20 20 20 20 93- 94- 95- 96- 97- 98- 99- 00- 01- 02- 03- 2002-03 2441 2108 94 95 96 97 98 99 00 01 02 03 04 2003-04 2341 2108 Year ADM Capacity 1993-94 1880 1645 4000 Hl h School 1994-95 1998 1645 3500 1995-96 2087 1645 3000 1996-97 2484 2665 2500 1997-98 2687 2665 2000 ADM 1998-99 2775 2665 1500 Capacity 1999-00 2901 3165 ++'; loon 2000-01 3085 3165 ' Soo 0 2001-02 3226 3165 G, a $ q 4 $ 2002-03 3507 3165 8 8 S 2003-04 3675 3165 *Projected ADM by OR/ED Laboratories "Capacity as stated by the Schools.Does not include mobile units. + Southern Village Elementary School-600 students. ++Addition to East Chapel Hill High -500 students Shaded student populations are actuals. 17 20 School Population Projections Orange County Schools LOCAL Year ADM Capacity Elementary ADM 1993-94 2650 2928 3500 -Capacity 1994-95 2758 2928 3000 1995-96 2822 2928 2500 1996-97 3040 3348 1997-98 3213 3348 2000 1998-99 3211 3348 1500 1999-00 3223 3348 1000 2000-01 3216 3348 2001-02 3175 3348 sao 2002-03 3233 3348 2003-04 3197 3348 ° a $ 4 4 Year ADM Capacity 1993-94 1325 1232 1994-95 1310 1232 lsoo Midffle 1995-96 1284 1526 ; 1600 1996-97 1343 1526 1400 ADM 1997-98 1422 1526 I; 1000000 —4—Capacity!, 1998-99 1490 1526 soo 1999-00 1489 1526 600 2000-01 1559 1526 j 400 2001-02 1595 1526 200 2002-03 1642 1526 2003-04 1634 1526 8 8 8 Year ADM Capacity 1993-94 1379 1520 2500 Higb School 1994-95 1396 1520 1995-96 1455 1520 2000 ADM 1996-97 1588 1520 1500 —*--Capacity 1997-98 1733 1520 1998-99 1873 1520 1000 1999-00 1946 1520 f 5o0 2000-01 1863 1520 2001-02 1966 1520 o $ 4 4 2002-03 2014 1520 $ 8 8 8 2003-04 2047 1520 Projected ADM by Orange County Schools **Capacity as stated by the Schools.Does not include mobile units. 18 21 School Population Projections Orange County Schools STATE Year ADM Capacity 1993-94 2650 2928 Elementary 1994-95 2758 2928 3500 1995-96 2822 2928 3000 1996-97 2924 3348 2500 1997-98 3027 3348 2000 ADM 1998-99 3092 3348 �-Capacity 1999-00 3163 3348 lsoo 2000-01 3194 3348 1000 2001-02 3198 3348 500 2002-03 3173 3348 0 2003-04 3153 3348 G $ 4 4 4 4 2004-05 3141 3348 �A 8 8 8 8 2005-06 3131 3348 Year ADM Capacity 1993-94 1325 1232 1994-95 1310 1232 1800 Middle 1995-96 1284 1526 1600 1996-97 1301 1526 1400 1997-98 1341 1526 1200 1998-99 1400 1526 ADM 1999-00 1412 1526 l000 2000-01 1485 .1526 800 i�—Capacity 2001-02 1546 1526 600 2002-03 1642 1526 aoo 2003-04 1676 1526 200 2004-05 1684 1526 ° 6, a $ 4 4 4 2005-06 1659 1526 8 8 Year ADM Capacity 1993-94 1379 1520 1800 Hl h School 1994-95 1396 1520 j 1600 1995-96 1455 1520 1400 1996-97 1515 1520 1200 1997-98 1499 1520 1000 1998-99 1506 1520 ADM 1999-00 1537 1520 soo Capacity 2000-01 1548 1520 600 2001-02 1610 1520 aoo 2002-03 1646 1520 200 2003-04 1718 1520 0 2004-05 1797 1520 9 9 9 & & $ 8 8 8 2005-06 1875 1520 ~ _ ^ -- -- N N N N N Projected ADM by Department of Public Instruction,Statistical Research Section 1996. 19 —Capacity as stated by the Schools. Does not include mobile units. 22 School Population Projections Orange County Schools OR-ED I♦ADM Year ADM Capacity Elementary 1993-94 2650 2928 3500 —*--Capacity 1994-95 2758 2928 3000 1995-96 2822 2928 2500 1996-97 2853 3348 1997-98 2906 3348 2°00 1998-99 2924 3348 1500 1999-00 2948 3348 1000 2000-01 2939 3348 soo 2001-02 2918 3348 2002-03 2900 3348 j $ c 4 2003-04 2893 3348 8 8 8 Year ADM Capacity 1993-94 1325 1232 1994-95 1310 1232 1600 Nliddle 1995-96 1284 1526 1400 1996-97 1235 1526 ' 1200 1997-98 1275 1526 1000 ADM 1998-99 1325 1526 1 800 --+-Capacity 1999-00 1345 1526 ' 600 2000-01 1405 1526 400 2001-02 1439 1526 200 2002-03 1473 1526 ° $ 4 4 2003-04 1465 1526 $ 8 8 Year ADM Capacity 1993-94 1379 1520 1800 High School 1994-95 1396 1520 1600 1995-96 1455 1520 1400 1996-97 1550 1520 1200 ADM 1997-98 1509 1520 1000 Capacity soo 1998-99 1507 1520 I 600 1999-00 1521 1520 400 2000-01 1530 1520 1 200 2001-02 1600 1520 1 0 a $ 4 q 2002-03 1638 1520 $ 8 8 2003-04 1689 1520 Projected ADM b Or-Ed Laboratories. 1 Y **Capacity as stated by the Schools.Does not include mobile units. 20 Appendix D. School Standards for Elementary and Middle 23 Schools Excerpts from the School Construction Standards Report Elementary School The total square footage of the Basic School, as outlined in this section of the report, is 83,160 square feet. There are two tiers added to the Basic School. Tier A provides additional storage space for use of the facility for after school programs. The additional storage space is 1,400 square feet with 462 square feet for circulation, bringing the total for Tier A to 1,862 additional square feet. Tier B includes space identified by the School Systems as desirable for an elementary school. Tier B adds 13,240 square feet with approximately 5,920 square feet for storage, 1,000 square feet for a Student Commons area and the balance primarily for additional teacher workspace and conference rooms. Middle.School The total square footage of the Basic School, as outlined in this section of the report, is approximately 113,400 square feet. There are two added to the Basic School.. Tier A includes increased space for the after school programs, increasing the square footage by a total of 1,620 square feet. The remaining tier includes nearly 17,200 square feet of which a large portion is for special project rooms, additional commons space and additional teacher workspace. 21 24 , Estimated Cost of New Facilities Includes Tier A and Tier B Elementary School Capacity = 600 students Square Footage 95,225 Square Ft.per Student 158.7 Construction Cost Cost Per Square Foot $ 104 $ 9,903,400 Site Acquisition Acres: 16 Average Cost Per Acre: 25,000 $ 400,000 Site Development As a percentage of Construction Cost 10% $ 990,340 Fees As a percentage of Construction Costs and Site Development 10% 1,089,374 Moveable Equipment As a percentage of Construction Cost 5% $ 495,170 Technology Cost per square foot $ 8.25 $ 785,606 ('includes cabling and equipment for voice, video and data distribution systems) Construction Contingency As a percentage of Construction Cost and Site Development 5% $ 544,687 Start-Up Costs Non Personnel One time start-up costs $ 330,000 Total $ 14,538,577 Middle School Capacity = 700 students Square Footage 132,192 Square Ft.per Student 188.8 Construction Cost Cost Per Square Foot $ 121 $ 15,995,232 Site Acquisition Acres: 22 Average Cost Per Acre 25,000 $ 550,000 Site Development As a percentage of Construction Cost 10% $ 1,599,523 Fees As a percentage of Construction Costs and Site Development 10% 1,759,476 Moveable Equipment As a percentage of Construction Cost 5% $ 799,762 Technology Cost per square foot $ 8.25 $ 1,090,584 (includes cabling and equipment for voice, video and data distribution Systems) Construction Contingency As a percentage of Construction Cost and Site Development 5% $ 879,738 Start-Up Costs Non Personnel Start Up-one time $ 350,000 Total $ 23,024,314 R 4/7/97 22 A 25 Elementary School Capacity 600 Students Basic Additions to Basic School Total School Tier A Tier B Classrooms and Associated Storage 34,100 1,200 4,650 39,950 Regular Classrooms (25) 26,400 1,200 3,400 31,000 Small Project Rooms(Grades 4&5) (2) 400 400 Science Project Room(1) 1,200 1,200 Pre-School Area(1) 1,700 1,700 Special/Exceptional Children/Speech Language(7 rooms) 4,800 850 5,650 Art Education and Music 2,400 450 2,850 Physical Education 5,050 200 5,250 Media Center 4,206 4,200 Small Group Resource Rooms 1,350 1,350 Administration 1,650 300 1,950 Student Support Areas 1,100 100 1,200 Health 200 100 300 Counseling 900 900 Staff Support Area 5,600 1,400 7,000 Teachers' Offices/Workrooms 4,300 300 4,600 Conference Rooms 500 500 General Conference Room 200 200 Speech/Language Conference Room 400 400 Teachers' Lounge/Workarea 1,000 1,000 Itinerant Support 300 300 Cafeteria/Food Service 4,500 200 4,700 Miscellaneous/Commons 1,300 1,855 3,155 Custodial General Storage S00 500 Book Storage 800 800 Student Commons 1,000 1,000 Additional Toilets above those Calculated as part of"Circulation" 855 855 Subtotal 61,250 1,400 8,955 71,605 Circulation at 33% of Subtotal 20,213 462 2,955 23,630 Total Square Footage 81,463 1,362 11,910 1 95,235 23 Middle School 26 Capacity 700 students Basic Additions to Basic School School Tier A Tier B Total Classrooms and Associated Storage 32,500 2,550 35,050 Regular Classrooms(22) 22,000 300 22,300 Science Classrooms(6) 7,200 7,200 Exceptional Education Classroom (1)/Rescurce Rooms(4) 3,300 3,300 Student Project Rooms(3) 2,250 2,250 Art Education and Music (Cultural Arts) 9,600 1,130 10,730 Exploratories 9,000 1,000 10,000 Foreign Language Classroom 2.000 2,000 Career Explorations Lab and Resource Room 1,000 1,000 Applied Technology Lab and Resource Room 3.500 3,500 Consumer Education Lab and Resource Room 1,500 1,500 Computer Lab and Resource Room 1,000 1,000 Video Production Lab 1,000 1,000 Physical Education 12,000 1,200 Soo 13,700 Media Center 5,640 60 5,700 Parent/Community Center 400 400 Administration 1,300 50 1,850 Student Support Areas 1,000 1,450 2,450 Health 200 500 700 Counseling/Guidance 800 950 1,750 Staff Support Area 3,300 2,000 5,800 Teachers' Offices/Workrooms 3,350 1,250 4,600 Conference Rooms(one per grade level) 750 750 Teachers' Lounge/Workarea 450 450 Cafeteria/Food Service 5,240 5,240 Miscellaneous/Commons 3,400 3,600 7,000 Receiving Area 200 200 Book Storage/Central Supply Storage 1,700 100 1,800 Student Commons 1,300 1,500 Activities Lobby Soo S00 Academic House Centtums(3 01000 sq.R each) 3.000 3,000 Subtotal 83,980 1,200 12,740 97,920 Circulation at 35% of Subtotal 29,393 420 4,359 34,272 Total Square Foota 1 113,3731 1,6201 17,1991 132,192 24 27 Appendix E. Impact on Orange County Schools Capital Improvements Plan when debt service on Private Placement Financing for a new high school is paid from these funds Debt Service on $12.5M for the OCS High School project would be about $1.4 million annually. This exceeds the amount available to the OCS for CIP projects in the years 1997-98 through 2000-2001. The following table shows how this debt service amount would impact Capital Improvements Plan projects for the Orange County Schools: 00-01 01-02 02-03 03-04 04-05 05-06 06-07 Available Non-Bond $1,033,947 $1,539,197 $2,125,690 $2,745,237 $3,299,001 $3,937,329 $4,289,570 Funds Less Amount of Private $1,372,400 $1,372,400 $1,372,400 $1,372,400 $1,372,400 $1,372,400 $1,372,400 Placement Debt Service Net Amount available for ($338,453) $166,797 $753,290 $1,372,837 $1,926,601 $2,564,929 $2,917,170 Projects 25 28 Appendix F. Comments from Task Force Members Individual comments from Task Force Members are included in this appendix. 26 29 MINORITY REPORT RELATIVE TO CHAPEL HILL SENIOR CENTER Of the 19 items on the table for the final voting of the Task Force, only one did not receive either full or partial funding. That was the Chapel Hill Senior Center. If the Commissioners follow the recommendations regarding other County Senior Centers,the Chapel Hill Center will be the only one which will not be county owned. Senior Centers did not warrant much detailed discussion by the Task Force. Understandably, the major interest was in public schools, as indicated by a third of the group being school board members(7 out of 22). I was the only person who voiced any advocacy about the inclusion of the Chapel Hill Center, but it was awkward to be very vocal while serving as Chair and seeking to be sensitive to the will of the whole group. It was apparent from the beginning that some of the Task Force members were interested only in schools. I think that after the Task Force meeting at the Chapel Hill Senior Center, some members were of the impression that we HAVE a fine Center in Chapel Hill. In fact, we do not have a Center; we LEASE one. We have absolutely no assurance that after four years there will be a Senior Center in Chapel Hill. Unlike any of the other Centers,the Chapel Hill Center was initiated by local seniors who have given of their time, talent, and financial resources to bring it into being. All of the cost of uplifting the facility was funded privately(approximately$250,000). On an on- going basis, local seniors raise an annual budget of about$80,000, and out of this pay a third of the county's monthly rental cost(total lease payments to date are $481,219, and $156,356 of this has come from contributions or fund raising by Chapel Hill seniors). Recently, seniors raised$40,000 to complete the suite of offices for county employees in the mezzanine space. If we lose this Center, I fear that local seniors who have invested so much in it will be demoralized beyond a willingness to begin all over again. What are the options? I. We could hope that the Galleria will not be sold to someone else and that at the end of our lease in the year 2001 we will be able to renew it under favorable conditions.. It is clear, however,that the present owner will insist on a substantial raise beyond the current annual payment of approximatel $92,000.(By the last year of the lease in 2001,the annual payment will be $112,000.) II. Full payment of$3,000,000 could be a part of the bond package to purchase the Galleria, as recommended by the Advisory Committee to the Orange County Department on Aging. III. Partial payment for the purchase of the Galleria could be included in the November 27 1 30 bond, large enough to borrow private funding. Payments could be made in part from income from other occupants of the Galleria until such time as the Senior Center needs the space for the following: 1. More meeting rooms for classes. Currently we are not able to provide space for all the activities we would like to schedule. 2. Adult day care. The only facility now available is Charles House which can accommodate only a small number and at prices higher than those most in need can afford. 3. A fitness center for exercise classes and exercise equipment. 4. A place for Peer and Shared Learning, a program involving over 300 seniors which is now located at Binkley Church and the Church of the Reconciliation. 5. A bridge and bingo place. These are activities that could continue around the clock if space were available. AND 6. A medical clinic for seniors. UNC Hospitals is ready to explore the possibility of staffing such a facility if space becomes available. 7. Space for the new Institute on Aging. Interest has been expressed in the new Institute's having a base of operation in proximity to the Center for research involving local seniors. IV. Another option is to build a completely new Center. Is the County prepared to bear the cost of a new site and a new building? This is now being done in a number of counties across North Carolina. Nearby Chatham is a good example, having constructed a large and beautiful Center(in partnership with some private gifts). There is much to be said for keeping the Chapel Hill Center where it is. The Center is established and easily located. It is on a bus line and is in a racially and economically neutral place. We have demonstrated our ability to attract the full range of seniors, from the privileged to the poor. Despite the image of affluence among Chapel Hill seniors,the majority of those who participate are on fixed, marginal incomes. I IMPLORE YOU TO EITHER INCLUDE FULL OR PARTIAL FUNDING FOR THE CHAPEL HILL CENTER IN THE BOND ISSUE OR GIVE TO CHAPEL HILL SENIORS SOME ALTERNATE PLAN TO ENSURE THE FUTURE USE OF OUR FACILITY BEFORE THE VOTE IN NOVEMBER. CHAPEL HILL SENIORS WILL BE MORE WILLING TO SUPPORT THE COUNTY OWNING ALL THE OTHER SENIOR CENTERS IF THERE IS SOME ASSURANCE THAT THE COUNTY HAS A COMPARABLE CONCERN FOR MAINTAINING A CENTER IN CHAPEL HILL. If we are serious about adequate long range planning for older adults in Orange County, we need to move forward on this now. Otherwise we may end up taking a major backwards step from which it would take a long time to recover. The Chapel Hill Senior 28 31 Center serves not only Chapel Hill. IT IS THE FLAGSHIP CENTER FOR THE WHOLE OF ORANGE COUNTY. Submitted by Robert Seymour 29 1 32 From: <adams04 I @mc.duke.edu> To: ocmail.ocmail(skost) Date: 4/25/97 2:06pm Subject: Comments on Bond Package Sally: I have just a couple comments on the bond package,which looks very similar to what I had recommended. The first is to include in the appendix a comment on the school enrollment and cost projections. The task force spent a fair amount of time discussing the validity of the enrollment projections for both school systems,with a majority (including myself)feeling that the estimates could be low,especially beyond the year 2000. In addition,the cost of the Meadowmont Middle School does not take into account the$1 million in land costs incurred if the deal with East-West Partners falls through. In short, while the dollcfs in the bond devoted to schools appears large,the need may be even greater. A second point, is to translate the increase in tax rate into a specific number per personal property valuation. This bond package is so crucial to our school overcrowding problem,that the"marketing" aspect should not be overlooked. That is,the taxpayers should know that they are getting a great and diverse number of needs met for less than the cost of a pair of name brand tennis shoes(for a$150,000 house). This tax increase is not the same as a federal increase where we have no idea where the tax revenue is actually going. The voters should have a very clear idea of the needs of the community and how they are being met by this bond. Finally,I enjoyed participating in the Task Force and appreciate all the hard work you and the county staff did to make things happen. I was especially impressed by the idea of having a facilitator present to guide and focus our discussions,and in the end,use some techniques that really helped bring us to some decisions. I look forward to seeing both the majority and minority reports. David 30 33 coh M IM FOR BOND CONSMEItAT_ION 1 served on the CIP Committee;and was present at all of the meetings. I also voted no on the$60 million plus recommendation to the County Commissioners. When the original concept of a committee was first talked about,the idea was to address school needs in both districts. I thought,at that time, this is a good idea for us to get together and lay all ideas and:needs on the table and discuss those ideas. Then the charge carne out after the committee was formed,and we were to look at all of the needs "county wide." This change in direction took what I considered a school needs committee and its direction and infused it with a much wider horizon which includes senior needs,Parks&Recreation;affoirdable housing,and centers,etc. I fully support the needs of both school systems,evert though there is some doubt in my mind about paying 36 trillion for East Chapel Hill High School and 20 million for the middle school. All of the other needs and fund sources for them should be funded as usual and/or made CIP needs and funded as CIP Hw items.Both the CIP and general funding should be able to handle. I want the Commissioners to give.me a bond package which I can endorse and go to the voters in rural Orange County and sell. I cannot endorse or sell anything beyond the identified school needs. Please help me to be able to`help-you,to help our schools. Bob Bateman April 24, 1997 t 31 04/24/1997 16:07 9199293100 PATRICIA;LOVE PAGE 34 Comment: I did trot oppose funding for the Chapel Hill Senior Center on any grounds except my hesitation to place this unusual purchase in a bond issue_ I fully support the purchase of the buildings involved and will appear before the Orange County Commissioners to voice my support for them from some other lbxbng source. Patricia S.Lave 32 35 My thanks to the Orange County Board of Commissioners for allowing me to serve on the Capital Needs Task Force. I am pleased with the outcome of the deliberations of that group and would like to add the following brief comments: Schools: 1. Although the group eliminated short life cycle technology as a bond funded item, I'm certain that it is clear to all of us that technology resources are a vital component of an effective education system and should be fully funded from other sources. 2. We would achieve considerable savings and we would create schools that were more functional community resources if we were to change our elementary school construction standards to include a middle school sized gymnasium rather than a 3600 square foot multipurpose room. The gymnasium could still be used by the school as an expanded multipurpose area and could also be used by the Parks and Recreation Department to schedule community recreation programs. Our recent experience in Chapel Hill indicated that expanding the multipurpose room at the Southern Village Elementary School would have cost about $650,000. By contrast, a "free standing" gym at the Hargraves Community Center will cost $1,500,000. With this in mind, I would urge you to include a gymnasium in the new Orange County elementary school that will be constructed with funds from the proposed 1997 bond. Senior Centers: 1. Please consider siting the new Orange Multipurpose Senior Center on a school campus if that option is available. Siting schools, parks, and senior centers in close proximity provides, I believe, both financial and functional benefits. 2. The Chapel Hill Senior Center is an effective and model resource that deserves continued support. While it is probably appropriate for funding for the purchase of the facility to come from private partnership, please make certain that there are sufficient County resources available to ensure that the effort does not fail. Martin Feinstein 33 APR 28 '97 11:56AM TUNL 9196602634 36 Commissioners, I voted against the 60 million plus dollar bond that is contain within this report. I believe that we are at the over taxation threshold, families are having to make . decisions on if they can afford to live in Orange County. What you do, does affect the cost of living in this County. Please take the time to read the minority report. It will cause you to think. At times I felt the school administrations' as well as the county staff were playing a shell game with the task force. There were questions raised that went unanswered. In closing I would like to offer a bond proposal that I believe can win the support throughout the County. If you have any questions please contact me my phone number is 942.3814. 49 Million Qollar Bond Proposal ($1.68 tax rate impact) 1. Schools Orange County Schools Total Cost State Bond end Proposal New High School $25,000,000 $5,980,160 $19,000,000 Renovations " $ 4,795,983 $ 4.800.000 OCS total $ 23,800,000 Chapel Hill-Carrboro Schools Middle School #4 $16,400,000 (Tier "A" school bldg.) $ 16,000,000 Renovations $ 31002,535 CHCCS total $ 19,10,000 Current Bond Fund Bequest Bond EM12osal 2. Efland Sewer $1,200,000 $ 1,000,000 3. Recreation & Parks $2,600,000 $ 2,600,000 4. Renovations Whitted & Northern Centers $2,000,000 $ 1,500,000 5. Affordable Housing $1,800,000 $ 1.000.000 *Note: Orange County Schools Renovations - include $1 million to adjust for negative impact of debt service that would have resulted In OCS receiving $1 million less (per Action Agenda Item#9-9 dated 1 0-15-96) Respectfully submitted, Patrick Mulkey, Vice Chairman 34 • APR-29-97 TUE 01 :41 AM ' 37 To: Sally Kost From: Lisa Stuckey Re: Comments on the Capital Needs Advisory Task Force Report Date: April 28, 1997 1 would ,like to comment on the recommendations of the Task Force as they pertain to the Senior Centers. I am disappointed with our recommendations for three reasons. First, we failed to abide by our criteria for evaluating projects when we voted to support several small projects of substantially less than $1, 000, 000. Second, we recommended partial funding for the multipurpose center and the Carrboro center, ensuring that neither can be done well. Third, no reasons were articulated by our task force for these decisions. We allocated money as follows: $1,000, 000 to 2, 025, 000 to the multipurpose center (2, 025, 000 was requested) $20, 000 to Northern Orange renovations $112, 500 to the Efland addition $500, 000 to the Carrboro center (750, 000 was requested) I would urge the County Commissioners to consider funding the Senior's highest priority, the multipurpose center, fully. The need for the center is well explained in the report entitled orange County Senior Centers Development Plan: 1996-2000. The multipurpose center would meet the needs of a large group of seniors residing in northern and central Orange county. it would balance the center in Chapel Hill, and provide a single location for a variety of services. 35