Loading...
HomeMy WebLinkAboutAgenda 04-28-20 Attachment C - Orange County Schools Board of Education FY2020-21 Operating Budget Request Agenda Item #1 Attachment C � 4 Al h t _ 7 F F e ty Ols Board of Education, FY 2021 Approved Budget Agenda Item #1 Attachment C k! -Qk Orange County Schools skv FY 2021 Local Budget Request Table of Contents I -- OCS Board of Education Budget Narrative OCS Strategic Plan IM OCS Local Funding Request Message from the Superintendent OCS Approved Capital Improvement Plan Agenda Item #1 Attachment C Board of Education The Orange County Board of Education is the local governing board of the Orange County Schools system. The Orange County Board of Education consists of a seven member board, elected to serve four-year, staggered terms. One of the primary functions of the board is to set policy for the district. The district's policies are then imple- mented by the Superintendent and the administrative staff. In addition to setting policy for the district, the Board is responsible for adopting and presenting a proposed budget each year. The proposed budget is submitted to the Or- ange County Board of Commissioners. The budget includes the request for local funding, and it includes plans for the expenditure of state and federal funds. The Orange County Board of Education does not have taxing authority. F Will Atherton Tony McKnight Chair Vice-Chair wi11.atherton@orange.k12.nc.us mcknightforschools@yahoo.com Dr.Stephen Halkiotis Hillary MacKenzie shhalkiotis@aol.com hillary.mackenzie@orange.kl2.nc.us Matthew Roberts Sarah Smylie Brenda Stephens matthewroberts@orange.kl2.nc.us sarah.smy1ie@orange.k12.nc.us brenda.stephens@orange.kl2.nc.us 1 Agenda Item #1 Attachment C Board's Strategic Plan Our vision We will provide a public school system that prepares all students to be creative, constructive thinkers who become healthy,productive and responsible members of our community and the world. Our Mission We will provide learning opportunities that develop resourceful citizens prepared to engage in an ever changing and diverse world. Strategic Plan Orange County Schools will be the First Choice For Families... 1. through the provision of engaging learning opportunities for all students to prepare them for citizenship, higher education, and careers. 2. through consistent and effective engagement with our diverse community. 3. through retaining,recruiting and developing a diverse professional team accountable for the learning opportunities for all students. 4. through the provision of safe and sustainable operations for all students. 5. through the accountable, equitable and transparent management of human and financial resources. hilh.- Ibk Agenda Item #1 Attachment C ~rra� ®mange County Schools 200]East King Street,Hillsborough,NC 27278 Phone:919-732-81261 ]Fax:919-732-8120 Imoniquue.felder(a�orange.h 12.ne.uus www.orangecountyfirst.com Dr. Monique Felder, Superintendent April 22, 2020 As planning and preparation begins for the 2020/2021 academic year, Orange County Schools finds itself facing an unprecedented health crisis in our nation and in our State. As a result, schools districts closed Monday, March 16 and will remain closed until at least May 15, 2020 unless further instruction is issued from Governor Cooper. The typical instructional day that so many students found comfort and safety in, no longer exists in this pandemic environment. Families are experiencing uncertainty and fear as they can no longer provide for their families without risking their own health. Students and staff have been forced into a remote learning environment with little to no time to transition and prepare. As a result, every school district in the state had to pivot and rapidly develop means to support student learning in a different environment. Orange County Schools is committed to providing remote learning for students through various means. In Phases I and 2 of our remote learning plan we established a Remote Learning Team consisting of teachers from every school, support staff, principals and central office staff. They developed Choice Boards, Pre-K—Grade 12, that offer activities that enrich and extend learning. Choice Boards also focus on reviewing and practicing skills and concepts taught previously and are available electronically or in hard copy form through a variety of means including through a number of pick up sites and US mail, which the first mail out cost the district over three thousand dollars. Teachers established"office hours"to remain connected to students and families to further support student learning and meet their social-emotional needs. The district also rolled out a Remote Learning Website for accessing Choice Boards and many other online learning resources. Phase 3 of our remote learning plan will continue to include all of the learning options available in Phases I and 2 as well as new asynchronous learning opportunities reflecting the end of 3rd quarter and 4d'quarter critical standards students will need to be successful in their next grade level or course. While the final cost for addressing the learning, social-emotional, and operational needs in the district as a result of COVID-19 is still unknown, we anticipate that it will be very costly. Budget uncertainties that we face every year are anticipated to pale in comparison to the fiscal year ahead. We realize that the State and County may very well experience shortfalls as a result of the Stay at Home Order. However, as ambassadors of Orange County students, we remain committed to the well-being and future of every student that we serve. Therefore, after thoughtful and careful deliberations among our staff and Board, we bring the following budget request to you for consideration: $36,701,002 Continuation budget that incorporates the following: • Universal breakfast in every elementary school • Anticipated State mandated salary increases: o Five percent certified staff o Two percent all other staff continued 3 Agenda Item #1 Attachment C • Employer retirement contribution increased to 21.44%per eligible employee • Employer hospitalization contribution increased to $6,647 annually per participating employee • Continued focus on identifying and eliminating inequities in access to opportunity and academic barriers for our students. $1,414,100 Expansion budget that incorporates the following: • COVID-19 student education support • Two inclement weather days for classified staff • Reinstatement of remaining teacher assistant workday's • Two additional school counselors • Two Academically/Intellectually Gifted teachers ensuring every elementary school has access • Pre-K dual Language program • One district translator to support our Spanish speaking students and families • A Social and Emotional Learning Coordinator • A Director of Literacy • Two Equity facilitators • Four Maintenance Technicians We believe the budget presented for your consideration aligns with the Orange County Schools Strategic Plan and our committed focus of ensuring every student is successful and college and career ready. We look forward to the year ahead and getting our students and staff transitioned back to the normal instructional environment. Sincerely, Dr. Monique Felder 4 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request As we begin looking forward to the 2020-2021 school year, we would be remiss to not take the opportunity to spend some time looking back on the wonderful things that have occurred during the 2019 -2020 school year. Orange County Commissioners approved a $4,352.25 per student funding for 8,134 Orange County School students which represented a total funding appropriation of$35,401,202. This equated to a $187.25 per student increase in funding over the 2o18-2019 school year. As a result, Orange County Schools received funding to support initiatives such as: • Universal Breakfast in every elementary school which allows every elementary student to receive a breakfast free of charge every day school is in session. Grab and go options are also provided to students that may not chose to receive a hot breakfast. • State mandated Benefit and Salary increases for employees.A $150 per employee increase was realized in hospital insurance premiums as well as more than a 1.o% increase in the employer portion of retirement benefits. • Equity professional development throughout the district to allow for continued work in raising awareness of equity issues that may prevent students from feeling welcomed and heard. Commissioners recognized and supported the Equity initiative presented by both Orange County Schools and Chapel-Hill Carrboro City Schools by allocating one time funding of$26o,000 towards Foundational Equity Training for both districts. Beginning in October, a District Equity Leadership Team (DELT)was formed to examine district policies, practices, programs, structures, climate and culture to identify barriers to equity and excellence. Soon thereafter, the Leadership for Racial Equity Development (LEADS) trainings were conducted. These trainings focused on deepening understanding of institutionalized racism and its impact on student learning, as well as providing support for leading systemic equity transformation initiatives in the district and schools. Throughout this time, additional staff equity training was also occurring. Examples include; Racial Equity Institute (REI) Groundwater training, Culturally Responsive Customer Service, and Equitable, Culturally Responsive and Relevant Learning Environments. Identifying and eliminating inequities in access to opportunity and academic barriers remains a priority as we begin looking ahead to the 2020-2021 school year. As planning began for the 2020-2021 academic year, little did we know the crisis that was ahead for not only North Carolina but the Nation. As a result of COVID-19, Governor Cooper closed schools beginning March 16, 2020 through May 15, 2020 to prevent the spread of this deadly virus. The school year is winding down in unprecedented circumstances with a shift in the typical instructional day. The district has rapidly pivoted to provide support and learning to our students remotely. We are hopeful that our students will be roaming the halls of our school buildings on May 18, 202o but continue to prepare should circumstances warrant an extension of the Governor's Stay at Home Order. 5 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request We remain committed to the continuous improvement and success of every student Orange County Schools is privileged to serve, as we set our sights to the 2020-2021 school year. OUR FOCUS As quantitative and qualitative data have been reviewed,it has become apparent that certain areas require more focus to impact student achievement. The data is reflecting that focus is needed in three areas: 1. Literacy 2. Climate and Culture 3. Stakeholder Engagement Focusing on each area through the lens of Equity. Equity and data will continue to drive the work so that every Orange County student receives what they need to succeed. The driving vehicle will be the goals outlined in the Orange County Schools strategic plan. 1. Challenge and engage every learner to achieve at his/her full potential 2. Engage in two-way communication with our stakeholders and diverse community 3. Create a career destination for employees 4. Provide safe and sustainable operations to support optimal learning facilities and maintenance 5. Accountable, equitable and transparent management of human and financial resources FOCI I -LITERACY: Literacy is a civil right. It is the ability to read,write,listen, speak and think critically across all disciplines. It should not be viewed as a subject that is taught, rather a civil right we must provide. For our students to be able to engage effectively in the society they live in,we must ensure that they are literate. Literacy is a gateway to opportunity but unfortunately can be a gatekeeper. Research indicates that there is a high cost to low literacy. The Annie E. Casey Foundation reports that 9 out of io high school dropouts struggled to read in the 3rd grade. 6 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request Youth who fail to complete high school by age 20 are seven times more likely to be poor as reported by The Urban Institute. It is also reported from the United State of Justice that two-thirds of all youth in the juvenile court system could not read in the fourth grade. Finally,it is alarming to read from the National Commission on Writing that$3.1 billion is spent annually to improve the literacy skills of entry-level workers. The statistics are sobering and speak to the need to focus on literacy. Furthermore, Orange County students deserve to be equipped to participate in civic life through means such as accessing and navigating health care systems. They deserve to be prepared for higher education which on average requires 8o pages of independent reading per week. Data tells us that up to sixty percent of community college freshmen are assigned to remedial reading courses because they are not adequately prepared. It is recognize that the Orange County Schools literacy data is disproportionate and does not reflect the potential of our students. As a result, Literacy is a primary focus of the work as we budget and plan for the 2020-2021 school year. FOCI II- CULTURE&CLIMATE: Climate is observable habits that characterize life in the school or office while culture is the beliefs that reflect that deeper foundation of how we operate. This plays out for our students as Social and Emotional Learning. Social and Emotional learning is the process through which children and adults understand and manage emotions, set and achieve positive goals,feel and show empathy for others, demonstrate cultural sensitivity, establish and maintain positive relationships, and make responsible decision. "Could someone help me with these? I'm late for math class." t r Unfortunately,the above cartoon reflects many students entering our school buildings today. They are entering our buildings carrying lots of"baggage"and still expected to perform,learn and behave. In order for our students to be the most successful,we have to support the student in a whole child model not just focusing on academics. Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request FOCI III -STAKEHOLDER ENGAGEMENT: According to John Hattie, Education Researcher, "The effect of parental engagement over a student's school career is equivalent to adding an extra two or three years to that student's education." Stakeholders have a stake in the school district and its students,which means they have personal,professional, civic,financial interest or concern in the school district. We cannot move this work forward without realizing how vital stakeholder engagement is to the success and improvement of a school district. This engagement can improve outcomes for students. By no means are we suggesting or even recommending that the above areas be the only focus for administration going forward. However,we are saying that we need to double down in these areas to improve the outcomes for"EVERY"student in Orange County Schools. BUDGET OVERVIEW— FY 2020-2021 The 2020-2021 Board of Education approved budget represents Orange County School's commitment to the three foci outlined above and our core belief"First Choice for Families". The District continues to be faced with the challenges of meeting on-going critical academic and social and emotional needs of students and staff while balancing the uncertainty of the many funding sources that provide the resources. Orange County Schools continually strives to maximize revenues from all sources which include, State, Federal and Local County Governments while ensuring optimal learning environments for our students. Our budget request for the 2020-2021 academic year reflects our commitment. Even though our State did not pass a budget for the 2019-2020 fiscal year,legislation is in place to ensure state agencies can continue operating. Legislation passed in 2017 allows the state government to continue operating utilizing current funding levels. As a result,the state funding levels for the 2019-202o academic year were funded at the same level as 2018-2019 where a budget was enacted in law. At this time,we are anticipating funding from the State of North Carolina to hold at the 2019-2020 level of$49.0 million. Federal programs are anticipated to contribute$3.4 million in revenue. Other revenue sources for Orange County Schools include two enterprise funds, School Nutrition and After School Care. As Enterprise Funds,these programs are fee based and operate as self-sustaining therefore not requiring funding support from other State, Federal or Local revenues provided to the district in support of operational needs. School Nutrition After School Care Restricted Local 39, 0 3% State 50% Local Federal 4% 8 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request 2020-2021 CONTINUATION BUDGET The NC Department of Public Instruction(NCDPI)projects student average daily membership(ADM) annually. For the 2020-2021 academic year, Orange County Schools is projected to decrease seven students bringing the total ADM for funding calculations to 7,381. While students living within the Orange County School district and attending a charter is 885 and projected to remain constant during the 2020-2021 academic year. 8000 1000 885 823 850 900 769 800 619 700 600 7500 ■ 500 400 300 200 100 7 7000 0 FY2017 FY2018 FY2019 FY2020 FY2021 ADM Charters In order to continue operations at the current level and support the projected student ADM, Orange County Schools will require a total of$36.7 million in local revenue from the Orange County Board of County Commissioners. This equates to a necessary increase in the per pupil appropriation of$148 per pupil which will generate additional revenue of$984 thousand. The additional revenue will support: • Continued operations at the current level • Projected 5%state mandated salary increase for certified staff • Projected 2%state mandated salary increase for classified staff • Projected Retirement increase to 21.44% • Projected Hospitalization of$6,647 annually per employee • Elementary Universal Breakfast Program • Continued equity professional development for all staff State mandated benefit and salary increases continue to be the driving force in the requested continuation budget increase. Based on historical data,the employer portion of employee benefits have risen upwards of 30%in the past five years. 2016 2017 20177 2018 2018 2019 2019 2020 2020 2021* Employer Retirement Contributions 16.12% 17.13% 18.86% 19.70% 21.44% Employer Hospitalization Contribution $5,704 $5,869 $6,104 $6,3o6 $6,647 *budgeted 9 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request In regards to state mandated salary increases,history has shown that in those years following a budget cycle without a mandated salary increase,legislatures tend to be more generous providing higher than normal increases. Here is an example of just that: Fiscal Year Teachers Other State Employees 2013-14 0.0% 0.0% 2014-15 7.0% 1.6% As a result,we are optimistic and anticipating that legislatures will come through for staff this next budget cycle with salary increases as projected. 2020-2021 EXPANSION BUDGET As previously stated,legislatures failed to come to an agreement and pass a budget for the 2019-2020 fiscal year. As a result,no additional funds were distributed from the State to provide salary increases for all staff. Even though it was approved to give Certified Staff(i.e.teachers) credit for their previous year of experience which allowed movement on the salary scale,the state salary scales remained unchanged for not only Certified but all other staff as well. This decision to credit one year of service did allow Certified Staff(i.e.Teachers)to receive a$1,000 annual salary increase. However, no other staff employed with Orange County Schools received any salary increase for the 2019-2020 fiscal year. We know Commissioners value the service all Orange County Schools employees provide the students attending our schools as much as we do. As a result,we request a onetime funding of$1.oM to provide a onetime bonus to staff. This is not requested as a per pupil increase. Now,let's look at the other expansion items being requested for the 2020-2021 fiscal year. As we dug deep into our data,it became very apparent that to move the work forward in the three foci areas outlined at the beginning of this document, additional resources and support would be required. 2018-2019 EOG English Language Arts/ Reading Performance 45%Grade-s 3-8 NOT Proficient .xL TQNbm Fb— �t W fi http5;//www.dpi.nc.gov/data-reports/school-report-card:5 ■Lcwd 1 i Ls.t�2 •Lsil}�Laid��Lr.ci$ 10 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request 2020-2021 EXPANSION BUDGET continued Foci I outlines our intent of doubling down on Literacy. Our data reflects that our marginalized students are falling behind in Literacy at an unacceptable level. 45% of our 3rd through 8th grade students are not proficient in reading as reflected on the 2018/2o19 end of grade tests. In order to interrupt the systems in place and improve student outcomes, our Board supported and approved the following expansion items in support of the Literacy Foci: • $105,500 to hire a Directory of Literacy. o Approx. 64%of our black students in grades 3-8 are not proficient in reading o Approx. 67%of our Hispanic students in grades 3-8 are not proficient in reading o Approx. 85%of our English language learners in grades 3-8 are not proficient in reading o Approx. 87%of our students with disabilities in grades 3-8 are not proficient in reading • $138,000 to hire two additional school counselors to offer additional support at various schools. In this year alone, OCS has experienced the following: 0 135 suicide assessments o 78 social service referrals o 19 medical emergencies 0 400+ referred and/or receiving school based mental health services • $74,100 to hire a Social and Emotional Learning Coordinator. 0 50%of our students qualify for Title I funding 0 43.25%of our K-12 students receive free&reduced meals 0 70.3%of our PreK students received free&reduced meals o 8o-go bags of supplemental food are distributed weekly in our elementary schools 0 25-3o bags of supplemental food are distributed weekly in our middle schools 0 10-15 bags of supplemental food are distributed weekly in our high schools o OCS has 150+McKinney Vento Students (homeless) 0 25-3o ESSA students (Foster Care) • $16o,000 to hire two additional academically/intellectually gifted(AIG)teachers. o Budget reductions in FY2o18 prevented the hire of these two vacant positions. Resources had to be shifted forcing two of our elementary schools to share an AIG teacher with another school. • $40,000 to offer the dual language program to PreK students at New Hope Elementary. The current dual language program offered to Kindergarten's at New Hope elementary is very successful and in high demand. Parents and the community have expressed great desire for the program to begin in PreK. In support of our second foci, Climate and culture,our Board supported and approved the following expansion items: • $150,000 to build in two inclement weather days for classified staff. At this time,when the district is closed for inclement weather 12 month classified staff are required to use vacation and in some cases leave without pay. • $82,500 to reinstate pay for 5 teacher assistant workdays.To balance the budget in FY2019 and not eliminate any teacher assistant position,the district no longer allowed teacher assistants to work on teacher workdays. As a result,Teacher Assistant pay was reduced by 14 days. The district was able to protect all teacher assistant positions and recoup approximately$250,000 to balance the budget. The OCS Board and staff realize the value and importance of these staff members in our schools. It is the goal of our Board to eventually reinstate all of the workdays for teacher assistants. 11 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request 2020-2021 EXPANSION BUDGET continued • $192,000 to increase the maintenance technician staff by four. This expansion request is supported by the following data: o OCS currently has one maintenance technician serving 93,000 square feet. Industry standards are one maintenance technician serving 50,000 square feet. o An additional 50,000 square feet will be added to the district upon completion of the Cedar Ridge High School wing addition and 26,000 square feet added with the opening of the Orange County Schools Welcome Center would be in additional to the 93,000 square feet currently being served. o $25.8 million capital improvement budget projects ongoing in the district. Our final focus area, Stakeholder Engagement, received Board support and approval for the following expansion items: • $8o,000 to hire a translator to support schools. We continue to welcome an increase in non-English speaking families attending Orange County Schools. To better support these students and their families, adding a translator will aid in our day to day communications and allow us to better meet the needs of these families. We desire for all of non-English speaking families to feel welcomed and valued as a partner with us in their child's education. • $142,000 to add two equity facilitators to build capacity related to culturally relevant teaching practices. Not only would these positions assist in building capacity surrounding culturally relevant teaching practices but we also envision these facilitators; (1)teaching African American and Latinx history courses at the two high schools; (2) Examining policies,practices and protocols through an equity lens; and(3)Additional support to 13 school based equity teams. At this time,the OCS Equity Department consists of one staff member. We know in looking at our end of grade reading data for grades 3-8, our marginalized students reflect the greatest disparities. Based on the below data: o Achievement is stagnant for all students o Subgroups consistently below 40%in reading District Reading E -8 _4P5 _ELL _7-P _YA. 5M2-118 2l1BWA 2!4#ws 20&Mfi 9MGM7 2M72M& 8 Mwt PJ Black EUS ELL Fiepenic SWd Whte 51 30.1 29.9 82.1 61 35.6 40. 13.4 41 22 72.7 69.0 M.Z X 11.6 87.8 19.7 72,3 MA M V.0 11Z M.2 19.8 71.1 5 M.S. V.S. 14,6 87 24,2 75,6 U. M.71 37, 26.8 M.5 21.7 71.8 55 MAJ 3&sI 1&BI 341 13,9 70.3 12 Agenda Item #1 Attachment C OCS Board of Education Approved 2020-2021 Local Operating Budget Request 2020-2021 EXPANSION BUDGET continued • $250,000 contingency funds for COVID-19 response and support of students and staff. The above expansion requests total $1,414,100 or a needed per pupil increase of$173.00. 2020-2021 BUDGET SUMMARY In summary,the Orange County Schools approved FY2020-2021 local budget presented for funding is comprised of the following: FY2020-2021 Per Pupil Requested Increase Continuation Budget $35,716,952 $27 State Mandated Salary Increases $662,900 $81 State Mandated Benefit Increases $321,150 $40 Total Continuation Budget $36,701,002 $148 Literacy Foci Expansion $517,600 $63 Climate/Culture Foci Expansion $424,500 $52 Stakeholder Engagement Expansion $472,000 $58 Total Expansion Budget Request $1,4149100 $173 Grand Total Budget Request $38,115,102 $321 APPENDICES ► Appendix 1 - Orange County Schools Local Funding Request ► Appendix 2 — Orange County Schools Capital Improvement Plan (CIP) 13 Agenda Item #1 11 Attachment C ORANGE COUNTYSCHOOLS FY21 PROJECTED ENROLLMENT 7,381 (*) CHARTER SCHOOL Funded 885 (**) less out of district county estimate 110 TOTAL STUDENT BILLING BASE 8,156 Revenue at FY 2020 per pupil(4,352.25) $ 35,496,952 County Appropriation 35,496,952 Fines&Forfeitures(Orange Co.Civil penalties) 220,000 Total Local Revenue $ 35,716,952 Local Budget 35,716,952 Continuation State Mandated Increases (Salary) 662,900 (1) State Mandated Increases (Benefits) 321,150 (2) Total Continuation Budget 36,701,002 4,500 Per Pupil Required Estimated Continuation Shortfall $ (984,050) 148 Per Pupil Increase EXPANSION REQUESTS One Time Funding for Staff Bonuses 1,027,000 (3) (Not included in Per Pupil Calculation) Option A PP Increase COVID-19 Student Education Support 250,000 (4) 31 Inclement weather days(Classified Staff) 150,000 (5) 18 Reinstate All Workdays for TA's 82,500 (6) 10 Roving support 2 Additional School Counselors Support for var.schools 138,000 (7) 17 2 Academically/Intellectually Gifted Teachers (AIG) 160,000 (7) 20 PreK Dual Language NH 40,000 (7) 5 1 Translators 80,000 (7) 10 Social and Emotional Learning Coordinator 74,100 (7) 9 Directory of Literacy 105,500 (7) 13 2 Equity Facilitators 142,000 (7) 17 4 Maintenance Technicians 192,000 (7) 24 PP Total Expansion Requests 1,414,100 173 increase Total Per Pupil Increase Needed(Continuation&Expansion) 321 GRAND TOTAL PER PUPIL REQUEST 4,673 Notes (*)Department of Public Instruction Alloted Average Daily Membership for the 2020-2021 school year (**)Feb 2020 Actual (1)Includes a 5.0%Certified Salary Increase and 2.0%Classified Salary increase (2)Incorporates retirement at 21.44%and Employer Health Premium at$6,647 (3)One time bonus of$1,000 for Full Time Employees (4)Contingency for COVID-19 Student Educational support (5)Approx.250K salary cost per day(w/FICA-Ret).We have a split of about 70%certified and 30% classified-cost are for classified only.Exempt staff would not necessarily be an extra cost for the district pending rules and other review (6)Reinstate an additional 5 Teacher Assistant Workdays (7)Average Salary plus benefits 14 Agenda Item #1 ORANGE COUNTY SCHOOLS Attachment C FY2021--2030 CAPITAL INVESTMENT PLAN COMBINED SCHEDULE MODIFIED INEW W z i a �o Year 1 Year 2 Year 4 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10 Year 3 2022 Year 5 2024 FIVE YEAR YEAR 6-10 TEN YEAR P 0 Z DESCRIPTION LOCATION 2020-2021 2021-2022 2023-2024 2025-2026 2026-2027 2027-2028 2028-2029 2029-2030 n m 2023 (FY23) 2025 (FY 25) TOTAL SUMMARY TOTAL m ¢ R O (FY21) (FY 22) (FY 24) (FY26) (FY27) (FY28) (FY29) (FY30) O X ABATEMENT PROJECT:CARPET/MASTIC CAMPUS $225,000 $0 $225,000 WIDE:ALSTANBACK ALS $225,000 X ROOF REPLACEMENT PER 2016 ASSESSMENT CENTRAL $48,535 $48,535 $0 $48,535 X ROOF REPLACEMENT PER 2016 ASSESSMENT CP $27,000 $63,000 $90,000 $0 $90,000 X EXTERIOR RESURFACING CP $17,790 $17,790 $35,580 $0 $35,580 X METAL ROOF RECOAT CRHS $500,000 $500,000 $0 $500,000 X NEW SERVING LINE COUNTERS CRHS $35,000 $35,000 $0 $35,000 X I IC W STANFORD ROOF PER 2016 ASSESSMENT CWS $18,068 $10,395 $422,475 $450,938 $1,012,389 $163,245 $1,175,634 $1,626,572 X I ICANOPY IMPROVEMENTS CWS $50,000 $50,000 $100,000 $0 $100,000 X I JAED REPLACEMENT(8 YEAR CYCLE PER UNIT) DISTRICT $25,000 $25,000 $25,0001 $25,0001 $50,000 X I 1ATHLETIC FACILITIES RESERVE DISTRICT $0 $200,0001 $200,000 $200,000 EMERGENCY GENERATORS FOR CRITICAL LIGHTING X AND KITCHEN EQUIPMENT DISTRICT $50,000 $50,000 $100,000 $0 $0 $100,000 INDUSTRIAL WASHER AND DRYERS FOR HIGH X SCHOOLS DISTRICT $25,000 $0 $25,000 $0 $25,000 X PAVING PARKING LOTS/DRIVEWAYS/WALKWAYS DISTRICT $165,0001 $165,000 $0 $165,000 X RESERVE:CLASSROOM/BUILDING IMPROVEMENTS-- FUTURE FACILITIES PLANNING DISTRICT $39,529 $48,607 $458,806 $546,942 $25,188 $128,275 $1,673,759 $1,911,2341 $1,949,459 $5,687,915 $6,234,857 X RESERVE:SCHOOL SAFETY INITIATIVES--FACILITY $0 IMPROVEMENTS(E.G.SECURITY VESTIBULES) DISTRICT $115,838 $259,911 $375,7491 1 $375,749 X DISTRICT:TECHNOLOGY UPGRADES DISTRICT $163,292 $163,292 $163,292 $163,292 $163,292 $816,4601 $163,292 $163,292 $163,292 $163,292 $163,292 $816,460 $1,632,920 X RESERVE: DEFERRED MAINTENANCE DISTRICT 1 $152,896 $150,000 $150,000 $452,896 $150,000 $150,000 $150,000 $150,000 $150,000 $750,000 $1,202,896 X SCHOOL SAFETY INITIATIVES DISTRICT $152,896 $152,896 $245,686 $245,686 $245,686 $245,686 $245,686 $1,228,430 $1,381,326 X RESERVE: FUTURE FACILITIES PLANNING DISTRICT $395,686 $245,686 $245,686 $887,058 $245,686 $245,686 $245,686 $245,686 $245,686 $1,228,430 $2,115,488 X TECHNOLOGY DEBT SERVICE DISTRICT $605,079 $635,000 $635,000 $635,000 $635,000 $3,145,079 $635,000 $635,000 $635,000 $635,000 $635,000 $3,175,000 $6,320,079 X TECHNOLOGY UPGRADES DISTRICT $238,154 $241,962 $277,041 $313,522 $351,463 $1,422,142 $390,921 $431,958 $474,637 $519,022 $565,183 $2,381,7211 $3,803,863 X ROOF REPLACEMENT PER 2016 ASSESSMENT GHMS $338,300 $745,074 $722,462 $1,805,836 $373,617 $373,617 $2,179,453 X HVAC REPLACEMENT HES $398,600 $398,600 $398,600 X ROOF REPLACEMENT PER 2016 ASSESSMENT HES $619,378 $400,000 $1,019,378 $0 $1,019,378 X ROOF REPLACEMENT PER 2016 ASSESSMENT NH $520,470 $279,530 $384,607 $424,600 $424,600 $2,033,807 $0 $2,033,807 ABATEMENT PROJECT:CARPET/MASTIC CAMPUS X WIDE: NEW HOPE NH $225,000 $225,000 $0 $225,000 X HVAC REPLACEMENT PE $0 $189,805 $1,545,499 $1,735,304 $1,735,304 X MECHANICAL SYSTEM REPLACEMENT DESIGN PE $175,000 $175,000 $175,000 X ROOF REPLACEMENT PER 2016 ASSESSMENT PE 1 $286,104 $446,844 $434,804 $1,167,752 $0 $1,167,752 SUB TOTAL ALL EXCEPT BOND PROJECTS $3,432,032 $3,099,785 $3,168,141 $3,238,564 $3,311,126 $3,631,584 $3,708,641 $3,788,060 $3,869,920 $1,036,974 15 Agenda Item #1 ORANGE COUNTY SCHOOLS Attachment C FY2021--2030 CAPITAL INVESTMENT PLAN COMBINED SCHEDULE MODIFIED INEW W z a 4 Year 1 Year 2 Year 4 YEAR 6 YEAR 7 YEAR 8 YEAR 9 YEAR 10 Year 3 2022 Year 5 2024 FIVE YEAR YEAR 6-10 TEN YEAR ? m " Z DESCRIPTION LOCATION 2020-2021 2021-2022 2023-2024 2025-2026 2026-2027 2027-2028 2028-2029 2029-2030 n c 2023 (FY23) 2025 (FY 25) TOTAL SUMMARY TOTAL m ¢ R O (FY21) (FY 22) (FY 24) (FY26) (FY27) (FY28) (FY29) (FY30) O X MECHANICAL SYSTEM AILS $4,000,000 $4,000,000 X ROOF REPLACEMENTS ALS $240,015 $240,015 X MECHANICAL SYSTEM CENTRAL $1,638,200 $1,638,200 X ROOF REPLACEMENTS CENTRAL $0 X MECHANICAL SYSTEM CP $239,993 $239,993 X ROOF REPLACEMENTS CP $0 CLASSROOM WING ADDITION (Total project:$14.5 X Million;$3.1 funded from Transportation BOND Project) CRHS $4,600,000 $4,600,000 X CORPORATE DRIVE PROPERTY ACQUISITION DISTRICT $0 X HAZ MATERIAL MITIGATION:SOFFITS DISTRICT $0 X IMPLEMENTATION OF SCHOOL SAFETY INITATIVES DISTRICT $343,007 $343,007 X MECHANICAL SYSTEM EFLAND $2,034,000 $2,034,000 X ROOF REPLACEMENTS EFLAND $350,821 $350,821 X MECHANICAL SYSTEM GAB $704,000 $704,000 X REPLACE WINDOWS/DOORS GAB $0 X ROOF REPLACEMENTS GAB $539,393 $539,393 X MECHANICAL SYSTEM HES $458,233 $458,233 X ROOF REPLACEMENTS HES $0 X MECHANICAL SYSTEM NEW HOPE $2,002,738 $2,002,738 MECHANICAL SYSTEM REPLACEMENT-- X GEOTHERMAL OHS $0 X JOLDER FACILITY IMPROVEMENTS CP X ICAPITAL RESERVES FOR BOND PROJECTS DISTRICT $900,0001 $0 $900,000 $6,186,400 $11,864,000 $0 $0 $0 TOTAL AVAILABLE FUNDING FROM COUNTY: DEBT FINANCING(AKA:PAY-AS-YOU-GO) $1,631,221 $1,663,845 $1,697,122 $1,731,064 $1,765,685 $8,488,937 $1,800,999 $1,837,019 $1,873,759 $1,911,234 $1,949,459 $9,372,470 $17,861,407 ADDITIONAL PAY AS YOU GO(AKA:LOTTERY) $558,978 $558,978 $558,978 $558,978 $558,978 $2,794,890 $558,978 $558,978 $558,978 $558,978 $558,978 $2,794,890 $5,589,780 ARTICLE 46 SALES TAX $843,233 $876,962 $912,041 $948,522 $986,463 $4,567,221 $1,025,921 $1,066,958 $1,109,637 $1,154,022 $1,200,183 $5,556,721 $10,123,942 FACILITY IMPROVEMENTS TO OLDER SCHOOLS (5-YR ALLOCATION) $398,600 $0 $0 $0 $0 $398,600 $0 $0 $0 $0 $0 $0 $398,600 SUB TOTAL ANNUAL ALLOCATION $3,432,032 1 $3,099,785 1 $3,168,141 $3,238,564 $3,311,126 $0 $0 BOND REFERENDUM PROJECTS 1 $6,186,4001 $11,864,000 $01 sol 0 GRAN D TOTAL ANNUAL ALLOCATION 1 $9,618,4321 $14,963,7851 $3,168,1411 $3,238,5641 $3,110,0551 1 $3,385,8981 $3,462,9551 $3,542,3741 $3,624,2341 $3,708,620 16 Agenda Item #1 Attachment C Orange County Schools 200 East King Street Hillsborough, North Carolina 27278 www.orangecountyfirst.com