HomeMy WebLinkAboutAgenda - 12-09-2003-9bORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: December 9, 2003
Action Agenda
Item No.
SUBJECT: Proposed Addenda to the Interlocal Agreement on CHCCS High School #3
DEPARTMENT: County Commissioners/ PUBLIC BEARING: (Y/N) No
Manager/Attorney/Planning
ATTACHMENT(S):
August 2003 Interlocal Agreement
Revised Proposed Addenda A and B
Report and Background Documents on
Smart Growth Principles
(under separate cover)
INFORMATION CONTACT:
Barry Jacobs or Margaret Brown, 245-2125
John Link, 245-2300
Geof Gledhill, 732-2196
Craig Benedict, 245-2592
TELEPHONE Nl1MBERS:
Hillsborough 732-8181
Chapel Hill 968-4501
Durham 688-7331
Mebane 336-227-2031
PURPOSE: To consider approval of two addenda to the interlocal agreement that became
effective on August 7, 2003 regarding the planned third Chapel Hill-Carrboro City Schools
(CHCCS) high school,
BACKGROUND: On June 23, 2003, the Board of Commissioners approved an interlocal
agreement between the County and CHCCS that established the anticipated budget and other
considerations related to the project to design and build a third high school in the Chapel Hill-
Carrboro system, The BOCC determined that they would provide $27.8 million in capital
funding for this project. The original agreement provided that CHCCS would be responsible to
fund, in a manner not requiring Orange County to incur additional debt, any amount by which
the overall high school #3 project cost should exceed the $27.8 million budget (the original
agreement did not include subsequently proposed addenda A and B described below)*. The
BOCC also indicated that they would provide an additional $2.2 million if CHCCS provided the
BOCC with a satisfactory proposal "for a design of CHCCS high school #3 that promotes smart-
growth, which design addresses `reduced parking, ~reducedJ land disturbance, and other
deleterious aspects of current plans"' On August 7, 2003, Chapel Hill-Carrboro Board of
Education likewise approved the agreement.
~In conjunction with its approval of the interlocal agreement, the Board of Education proposed
two addenda that they believed would help clarify the intent and scope of the interlocal
agreement. The County Commissioners considered the proposed addenda at their regular
meeting on August 19, 2003, but refrained from taking action at that time pending requested
modifications to both.
The County Attorney and staff have followed up on BOCC questions and comments about
Addendum A, and present a revised version with this abstract for the Board's consideration at
this December 9 meeting.
A revised version of Addendum B (which relates to the "smart growth" criteria) is with this
abstract also for the Board of Commissioners' action. An ad hoc advisory group (including
representatives of the County, CHCCS, Towns of Carrbora and Chapel Hill, NCDOT, smart
growth professionals, etc) has met on four occasions since August 2003 to discuss both
conceptual and specific "smart growth" measures that might be pursued with regard to the third
high school, especially in light of its planned location at Rock Haven Road, near the intersection
of Culbreth and Smith Level Roads. The revised version of Addendum B captures smart growth
provisions that are recommended by Commissioners Brown and .lacobs following the work to
date of the ad hoc committee,
Staff has compiled (under separate cover) a variety of background materials that are a product
of various discussions regarding the Smart Growth Task Force for Chapel Hill-Carrboro City
Schools' High School #3. The preamble to the suggested smart growth activities offers some
context to the reason for the initiatives. This report was discussed at the October 30 meeting
with task farce members, Portions of this report have been incorporated into Addendum B to
the Interlocal Agreement. Other remaining ideas can be explored independent of the interlocal
agreement, so they have been offered as other smart growth pursuits, The report in its entirety
also frames the comprehensive approach to smart growth and its various facets from health and
education to onsite building construction and offsite transportation enhancements,.
FINANCIAL IMPACT: There is no financial impact associated directly with the discussion of
this item. However, as noted above and in accordance with the interlocal agreement approved
by both governing boards, the high school #3 capital project budget will be increased by up to
$2.2 million if the BOCC indicates its satisfaction that the project reflects the "smart growth"
planning principles contained in Addendum B.
RECOMMENDATION(S): The Manager recommends that the Board approve the revised
Addenda to the interlocal agreement, and provide appropriate direction to staff regarding how to
proceed with CHCCS to incorporate smart growth provisions into the CHCCS third high school
project,
NORTH CAROLINA
ORANGE COUNTY
INTERLOCAL AGREEMENT
THIS INTERLOCAL AGREEMENT, made and entered into this
day of 2003 and effective as of the day of
2003, by and between the CHAPEL HILL-CARRBORO CITY
BOARD OF EDUCATION, a body politic of the State of North
Carolina, hereinafter called the ~~BOARD OF EDUCATION," and
ORANGE COUNTY, a body politic and corporate of the State of
North Carolina, hereinafter called the ~~BOARD OF COMMISSIONERS,"
to memorialize an agreement between the parties regarding
approval by the BOARD OF COMMISSIONERS of the amount to be spent
by the BOARD OF EDUCATION for the site of the third high school
in the Chapel Hill-Carrboro City School District, hereinafter
called CHCCS high school #3, and regarding amounts to be
appropriated by the BOARD OF COMMISSIONERS to the capital outlay
fund of the BOARD OF EDUCATION for CHCCS high school #3;
W I T N E S S E T H:
WHEREAS, the BOARD OF EDUCATION exercises the statutory
authority to administer the Chapel Hill-Carrboro City School
System, and the BOARD OF COMMISSIONERS exercises the statutory
duty to provide certain school funding to the BOARD OF
EDUCATION; and
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WHEREAS, both the BOARD OF ED[CATION and the BOARD OF
COMMISSIONERS agree that investment in public education is a
priority of both boards and essential to the educational,
cultural and general development of the community and to its
quality of life; and
WHEREAS, aggressive capital spending, coupled with high
annual per-pupil allocations, placed Orange County at the
forefront of "actual effort" in school spending in North
Carolina every year since 1997 and in the top five annually
since 1990, according to the N.C. Public School Forum; and
WHEREAS, the impending implementation of the Schools
Adequate Public Facilities program in Orange County, hereinafter
called "SAPFO," makes providing timely capacity in the Chapel
Hill-Carrboro School District high school level a heightened
priority; and
WHEREAS, consideration of Chapel Hill-Carrboro School
District high school level capacity in the initial
implementation of SAPFO will be suspended until CHCCS high
school #3 is available for student enrollment; and
WHEREAS, the two boards recognize that disputes regarding
the amount to be spent on CHCCS high school #3, as well as the
amount to be appropriated by the BOARD OF COMMISSIONERS to the
capital outlay fund of the BOARD OF EDUCATION, have the
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potential to delay the opening of CHCCS high school #3 and
should be avoided; and
WHEREAS, the BOARD OF COMMISSIONERS in cooperation with the
BOARD OF EDUCATION and the Orange County Board of Education has
adopted School Construction Standards, hereinafter called "the
Standards," for each public school level, elementary, middle and
high; and
WHEREAS, the BOARD OF EDUCATION, on June 19, 2003, adopted
resolutions in support of its decision to locate CHCCS high
school #3 on a site abutting Rock Haven, Ray and Smith Level
Roads south of Chapel Hill and Carrboro and in Carrboro's
planning jurisdiction; and
WHEREAS, by the June 19, 2003 resolutions, the BOARD OF
EDUCATION requested the BOARD OF COMMISSIONERS approve the
purchase by the BOARD OF EDUCATION of certain identified
properties for a total appraised value of $2,535,700 and further
requested permission from the BOARD OF COMMISSIONERS for the
BOARD OF EDUCATION to exercise the BOARD OF EDUCATION's
statutory authority to acquire the identified parcels by the
exercise of eminent domain; and
WHEREAS, by the June 19, 2003 resolutions, the BOARD OF
EDUCATION requested the BOARD OF COMMISSIONERS approve a capital
project ordinance for CHCCS high school #3 to include $2,535,700
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for land acquisition and $234,375 for planning fees through
schematic design; and
WHEREAS, the BOARD OF EDUCATION resolved, in the June 19,
2003 resolutions, that it would not request from the BOARD OF
COMMISSIONERS "funding for the acquisition of land for the
[CHCCS high school #3] project over and above the appraised
value that would increase the debt of the County;" and
WHEREAS, the BOARD OF EDUCATION does not have a contract
for the purchase of any of the identified properties necessary;
and
WHEREAS, the process of acquiring property by eminent
domain does not permit a determination at the time it is
exercised of the total cost of the properties condemned, rather
the total cost of the properties condemned may not be known for
years after the property is acquired, occupied and in use by the
condemning authority; and
WHEREAS, site design consultants of the BOARD OF EDUCATION
advised the BOARD OF EDUCATION that the construction of CHCCS
high school #3 on the identified parcels presents certain design
issues including the likelihood that the considerable rock
located on one or more of the identified parcels adds
uncertainty to the development costs of CHCCS high school #3;
and
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WHEREAS, the BOARD OF COMMISSIONERS endorses neither the
site selected for CHCCS high school #3 nor the acquisition by
eminent domain of the parcels of land that will make up the
site, however, the BOARD OF COMMISSIONERS acknowledges that the
BOARD OF EDUCATION is within its statutory power to acquire the
properties it has selected for the siting of CHCCS high school
#3 and to do so by the exercise of eminent domain; and
WHEREAS, the amount of funding identified by the BOARD OF
COMMISSIONERS for CHCCS high school #.3 is $27,800,000; and
WHEREAS, no concept plan for CHCCS high school #3 has yet
been presented by the BOARD OF EDUCATION to the BOARD OF
COMMISSIONERS with a projected cost of $27,800,000; and
WHEREAS, the BOARD OF COMMISSIONERS on June 16, 2003, in
the context of a proposal by the BOARD OF EDUCATION for the
approval of approximately $33,870,000 in funding for CHCCS high
school #3, approved a request that the BOARD OF EDUCATION
consider a number of options for meeting student capacity at the
high school level for students residing in the Chapel Hill-
Carrboro City School District; and
WHEREAS, in that June 16, 2003 action, the BOARD OF
COMMISSIONERS offered, ~~in order to promote creative thinking
and a sounder example for young people" to approve an
appropriation to the BOARD OF EDUCATION'S capital expense fund
$2,200,000 more than $27,800,000 for CHCCS high school #3,
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provided the BOARD OF COMMISSIONERS is satisfied with a proposal
that can be made by the BOARD OF EDUCATION for a design of CHCCS
high school #3 that promotes smart-growth, which design
addresses "reduced parking, [reduced] land disturbance, and
other deleterious aspects of current plans;" and
WHEREAS, after careful consideration of all of the
uncertainties and circumstances surrounding CHCCS high school
#3, the only reasonable way for the BOARD OF COMMISSIONERS to
give funding authorization necessary for CHCCS high school #3 is
to do so holistically; and
WHEREAS, the BOARD OF COMMISSIONERS has held public
hearings on the use of $12,600,000 for CHCCS high school #3,
which money was originally programmed for a tenth elementary
school in the Chapel Hill-Carrboro City School District in the
2001 bond program, and on the BOARD OF EDUCATION selected
location of CHCCS high school #3; and
WHEREAS, the BOARD OF COMMISSIONERS and the BOARD OF
EDUCATION have approved a funding mechanism to fund CHCCS high
school 4k3; and
WHEREAS, the BOARD OF COMMISSIONERS and the BOARD OF
EDUCATION desire to enter into this Interlocal Agreement to set
forth the respective undertakings and responsibility of each
party; and
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WHEREAS, the BOARD OF COMMISSIONERS and the BOARD OF
EDUCATION have each approved this Interlocal Agreement and have
caused such approval to be reflected in the respective minutes
of each governing board,
NOW THEREFORE, pursuant to North Carolina General Statute
§~ 160A-461 and 115C-431, the BOARD OF EDUCATION and the BOARD
OF COMMISSIONERS agree as follows:
1, THE PURPOSE: The parties enter into this Interlocal
Agreement to establish a funding mechanism: (1) for the purchase
by the BOARD OF EDUCATION by eminent domain or otherwise of
properties which together have been identified by the BOARD OF
EDUCATION as its choice for the site for CHCCS high school #3,
and (2) for the appropriation from the BOARD OF COMMISSIONERS to
the BOARD OF EDUCATION's school capital expense fund of the
funds for the completion of CHCCS high school #3. The recitals
set forth above are incorporated by reference as if fully set
forth herein,
2. The BOARD OF COMMISSIONERS agrees to appropriate the
funds necessary for the purchase by condemnation or otherwise of
the properties identified at the estimated costs identified as
follows:
Appraised
Parcels Acreage Values
Glover property 49,5 $1,658,700
Fisher property 10.6 551,000
7
lb
Minton property
Total
3.6
63.72
326,000
$2,535,700
3. The BOARD OF COMMISSIONERS agrees to appropriate a
total of $27,800,000 for the total of all of the elements
contained in the Standards for CHCCS high school #3 with funding
from bonds (approved for CHCCS elementary school #10), impact
fees and alternative financing.
4. Any amount by which the total cost of CHCCS high
school #3 exceeds $27,600,000 will be paid for by BOARD OF
EDUCATION pay-as-you-go CIP revenue not requiring the BOARD OF
COMMISSIONERS to incur debt.
5. In consideration and subject to the BOARD OF
COMMISSIONERS complying with the terms hereof, the BOARD OF
EDUCATION irrevocably waives and relinquishes its right to
initiate and pursue any statutory or judicial process to appeal,
mediate, arbitrate or otherwise resolve any dispute between the
boards regarding the amount approved by the BOARD OF
COMMISSIONERS for the acquisition of the site for CHCCS high
school #3, the amount appropriated now and in the future by the
BOARD OF COMMISSIONERS to the BOARD OF EDUCATION'S school
capital expense fund for CHCCS high school #3 and as this
appropriation may impact the total appropriations now and in the
future from the BOARD OF COMMISSIONERS to the BOARD OF
EDUCATION'S school capital expense fund.
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6. The term of this Interlocal Agreement shall be, and
its provisions shall govern appropriations from the BOARD OF
COMMISSIONERS to the BOARD OF EDUCATION for CHCCS high school #3
land acquisition and the BOARD OF EDUCATION'S capital expense
fund for the parties fiscal years from July 1, 2003 through the
year in which the BOARD OF EDUCATION'S pay-as-you-go CIP revenue
pays off any amount by which the total cost of CHCCS high school
#3 exceeds $27,800,000 as identified in paragraph number 4 of
this agreement.
7. This agreement does not impact the CIP funding now and
in the future related to other mutually agreed-upon school needs
of the BOARD OF EDUCATION except to the extent that those school
needs require pay-as-you-go CIP funding committed to CHCCS high
school #3 as provided for in this agreement.
8. The BOARD OF COMMISSIONERS agrees to approve, by
capital project ordinance, an appropriation to the capital
expense fund of the BOARD OF EDUCATION of $2,200,000 more than
$27,600,000 for CHCCS high school #3, provided the BOARD OF
COMMISSIONERS is satisfied with a BOARD OF EDUCATION proposed
design of CHCCS high school #3 that promotes smart-growth, which
design addresses reduced parking, reduced land disturbance and
other deleterious aspects of the previously reviewed plan for
the construction and site development of CHCCS high school #3.
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9, The parties may only amend this agreement by a written
agreement approved by both boards and signed by their respective
duly authorized representatives.
IN WITNESS WHEREOF the BOARD OF EDUCATION and the BOARD OF
COMMISSIONERS have caused their duly authorized officials to
execute this agreement the day and year first above written,
pursuant to authority duly given and as their respective acts,
intending to be bound thereby.
ATTEST: ~
Neil G. Pedersen,
Superintendent
ATTEST:
By:
Donna S. Baker, Clerk
CHAPEL HILL-CARRBORO CITY
BOARD OF EDUCATION
By: G/o~t~~-`t1-~~ L--e~
Valerie Foushee, Chair
Board of Education
ORANGE COUNTY
By:
Margaret Brown, Chair
Board of Commissioners
to
DRAFT
NORTH CAROLINA
INTERLOCAL AGREEMENT ADDENDUM "A"
ORANGE COUNTY
THIS INTERLOCAL AGREEMENT ADDENDUM "A," made and entered
into this day of 2003 and effective as of the
day of 2003, by and between the CHAPEL HILL-
CARRBORO CITY BOARD OF EDUCATION, a body politic of the State of
North Carolina, hereinafter called the "BOARD OF EDUCATION," and
ORANGE COUNTY, a body politic and corporate of the State of
North Carolina, hereinafter called the "BOARD OF COMMISSIONERS,"
to clarify the scope of and define terms in the INTERLOCAL
AGREEMENT between the parties regarding approval by the BOARD OF
COMMISSIONERS of the amount to be spent by the BOARD OF
EDUCATION for the site of the third high school in the Chapel
Hill-Carrboro City School District, hereinafter called CHCCS
high school #3, and regarding amounts to be appropriated by the
BOARD OF COMMISSIONERS to the capital outlay fund of the BOARD
OF EDUCATION for CHCCS high school #3.
NOW THEREFORE, pursuant to North Carolina General Statute
~§ 160A-461 and 115C-431, the BOARD OF EDUCATION and the BOARD
OF COMMISSIONERS further agree as follows:
1. Except as provided in this Addendum, the INTERLOCAL
i~
AGREEMENT pertains only to the initial phase of CHCCS high
DRAFT
school #3. The initial phase (Phase I) will have a classroom
capacity for 800 students with facilities and facilities
capacity generally as detailed on the Moseley Wilkins & wood
CHCCS high school #3 "Phased Project Summary" which is Exhibit A
hereto. The funding and construction of the subsequent phase
(Phase II) of CHCCS high school #3 is not, except as described
here, a part of the INTERLOCAL AGREEMENT or this Addendum. It is
anticipated that Phase II will include additional classroom
capacity for 400 students, with additional facilities generally
as detailed in Exhibit A. In the event there is a smart growth
additional appropriation as described in paragraph 4 of this
Addendum and paragraph 8 of the INTERLOCAL AGREEMENT, Phase II
will be planned, designed and constructed consistent with the
smart growth additional appropriation.
Z. The funding allocation recited in Paragraph 2 of the
INTERLOCAL AGREEMENT constitutes the BOARD OF COMMISSIONERS'
approval of the amount to be spent for the site as required by
N.C. Gen. Stat. ~ 115C-426(f);
3. The BOARD OF COMMISSIONERS and the BOARD OF EDUCATION
are involved in a process designed to result in a list of
objective smart-growth principles for CHCCS high school #3 which
process is designed to allow construction of the initial phase
of CHCCS high school #3 to begin in a timely manner; and
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4. If the BOARD OF EDUCATION's design and plans for Phase
I of CHCCS high school #3 meet said smart-growth principles, the
BOARD OF COMMISSIONERS agrees to approve, by capital project
ordinance, an additional appropriation to the capital expense
fund of the BOARD OF EDUCATION of $2,200,000 more than
$27,800,000 for CHCCS high school #3. This appropriation shall
be derived from newly-identified funding sources rather than
funds already dedicated to BOARD OF EDUCATION projects, and
shall not require debt service by the BOARD OF EDUCATION. This
funding shall be provided through additional County debt of up
to $2.2 million through a form of alternative financing,
IN WITNESS WHEREOF the BOARD OF EDUCATION and the BOARD OF
COMMISSIONERS have caused their duly authorized officials to
execute this agreement the day and year first above written,
pursuant to authority duly given and as their respective acts,
intending to be bound thereby.
CHAPEL HILL-CARRBORO CITY
BOARD OF EDUCATION
ATTEST:
By:
Neil G. Pedersen,
Superintendent
By:
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Elizabeth Carter, Chair
Board of Education
~s
ATTEST:
By:
DRAFT
ORANGE COUNTY
By:
Barry Jacobs, Chair
Board of Commissioners
i~
Donna S. Baker, Clerk
Exhibit A
MOSELEYWILKINS~WCX>D
• rac rrssicr.•i ccer c: •.~ee
HIGH SCHOOL #3
CHAPEL HILL. - CARRBORO CITY SCHOOLS
September 2, 2003
PHASED PROJECT SUMMARY
Phase)
_ _ Initial Student Capacity: 800
Academics:
Classrooms for 800 including:
Core Classrooms
Science Classrooms
Exceptional Ed Classrooms
Arts & Music Classrooms
Career & Tech.. Ed. Classrooms
Gymnasium (capacity for 1000)
Weight Training
tvledia Center (capacity for 1200)
Auditorium (capacity of 500)
Cafeteria and Kitchen (capacity for 1200)
Athletic Fields:
1 Non-Football Game/Practice field w/ track,
lights, bleachers, (potentially synthetic grass)
1 Practice field
1 Baseball field (practice field in outfield)
1 Softball field (practice field in outfield)
6 Tennis courts
Parking:
200 Students
100 Faculty
50 Vlsitor5
350 Total
~~
~~~
. .~ r ...v .r. ~~..,
Phase II
_ Added Student Capacity: 400
Additional-Academics:~~~-_~_~~-~-~"'__ _
Classrooms for 400 including:
Core Classrooms
Science Classrooms
Exceptional Ed Classrooms
Career & Tech. Ed. Classrooms
Add Auxilliary Gym
Add Wrestling Room
Additional Parking.
100 Students
40 Faculty
25 Visitors
165 Addtitional for Total of 575
DRAFT
NORTH CAROLINA
INTERLOCAL AGREEMENT ADDENDUM "B"
ORANGE COUNTY
THIS INTERLOCAL AGREEMENT ADDENDUM "B," made and entered
into this day of 2003 and effective as of the
day of
2003, by and between the CHAPEL HILL-
CARRBORO CITY BOARD OF EDUCATION, a body politic of the State of
North. Carolina, hereinafter called the "BOARD OF EDUCATION," and
ORANGE COUNTY, a body politic and corporate of the State of
North Carolina, hereinafter called the "BOARD OF COMMISSIONERS,"
to clarify the scope of and define terms in the INTERLOCAL
AGREEMENT and INTERLOCAL AGREEMENT ADDENDUM "A" between the
parties regarding approval by the BOARD OF COMMISSIONERS of the
amount to be spent by the BOARD OF EDUCATION for the site of the
third high school in the Chapel Hi11-Carrboro City School
District, hereinafter called CHCCS high school #3, and regarding
amounts to be appropriated. by the BOARD OF COMMISSIONERS to the
capital outlay fund of the BOARD OF EDUCATION for' CHCCS high
school #3.
NOW THEREFORE, pursuant to North Carolina General Statute
§§ 160A-461 and 115C-431, the BOARD OF EDUCATION and the BOARD
OF COMMISSIONERS agree that the following standards, if met,
I~
will satisfy the smart growth requirements of paragraph 8 of the
DRAFT
INTERLOCAL AGREEMENT and the smart growth requirements of the
INTERLOCAL AGREEMENT ADDENDUM "A" for CHCCS high School #3:
1. Transportation Standards. The building shall be
located within f mile of an existing or planned trail, greenway,
bikeway or bus line. The design of CHCCS high school #3 and its
facilities shall provide bike racks and storage for l00 of the
building occupants and provide preferred parking for carpools
and alternative vehicles and, shall reduce parking lot size and
its associated impervious surfaces by 35% from Orange County
School Construction Standards by providing automobile parking as
follows: Phase I student parking, 174 spaces, Phase I and II
teacher/staff/visitor parking, 80 spaces (all to be constructed
with Phase I); Phase II additional student parking, 86 spaces.
2. Site Standards. The design of CHCCS high school #3
and its facilities shall preserve a minimum of 300 of the site
in undeveloped space and shall provide shade on at least 30°s of
non-roof impervious surface on the site within 5 years or use an
open grid pavement system, with less than 50°s impervious
surface, for 50°s of the parking area. The site shall comply
with the Town of Carrboro's new stream protection plan and
implement a storm management plan that does not increase the
rate or quality of runoff from the site;
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DRAFT
3. Building Standards. The building design shall stress
compact design features including multi-story construction, The
physical education and athletic facilities shall be designed to
minimize land disturbance;
4. Water Use Standards. Design standards shall have a
goal of aggregate water reduction of 200 of the base, not
including irrigation, after meeting EPA 1992 fixture performance
requirements with respect to irrigation and reflect xeriscaping
principles;
5. Shared Use Standards. Design standards shall provide
the public with non-school hour access to exterior spaces,
including a vita track, cross country course designed and
maintained to increase environmental awareness and interior
spaces for community use including common areas, auditoria and
meeting rooms; and
6. CHCCS High Performance Standards. Design standards
shall comply with the high performance building design criteria
in School Board Policy 9040 (see attached),
7, Transportation Enhancement Standards. Commit at least
$300,000 of the $2,200,000 additional appropriation to the
following capital purchases as part of a smart growth plan to
reduce dependency on the automobile for school functions and to
reduce vehicle miles traveled related to school functions:
~a
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DRAFT
a. the purchase of busses or shuttles to be owned by
CHCCS or otherwise, in tandem with the development of an
enhanced transportation system, for school uses and functions,
including student, staff and teacher transportation to and from
school and student, staff, teacher and visitor transportation to
and from preschool and afterschool programs;
b. contributions of funds and expertise to the
evaluation and development of the use of Chapel Hill Area
Transit and/or Orange Public Transportation to provide non-
automobile alternatives for transportation of students, staff,
teachers and visitors to and from school, preschool and
afterschool programs;
c. the purchase of transit software to be used to
reduce vehicle miles traveled in future redistricting decisions;
d, promote walking to and from school and pre and
after school programs by funding with matching grants the
construction of sidewalks in Carrboro and Chapel Hi11 located
within 1.5 miles of CHCCS high school #3 (the school "walk
zone") which sidewalks are likely to be constructed by Carrboro
and Chapel Hi11 only in response to matching grants;
e. promote bike riding to and from school and pre
and after school programs by funding with matching grants the
construction of bike lanes in Carrboro and Chapel Hi11 within
ai
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DRAFT
the attendance district of CHCCS high school #3 which bike lanes
are likely to be constructed by or at the request of Carrboro
and Chapel Hi11 only in response to matching grants;
f. promote bus and other transit transportation to
and from school and pre and after school programs by funding the
construction of weatherproof, climate controlled shelters at
locations within the attendance district of CHCCS high school #3
adjacent to or conveniently close to park and ride locations
established by Carrboro, Chapel Hill and the University of North
Carolina.
8. Public Road Improvement Standards. Endorse the timely
construction of road improvements to Smith Level Road and
intersection improvements to the intersection of Rock Haven Road
and Smith Level Road which improvements have been endorsed by
Carrboro and Orange County and which improvements, if timely
constructed, will reduce by as much as $250,000 the offsite road
improvement cost to CHCCS in its construction of CHCCS high
school #3.
IN WITNESS WHEREOF the BOARD OF EDUCATION and the BOARD OF
COMMISSIONERS have caused their duly authorized officials to
execute this agreement the day and year first above written,
pursuant to authority duly given and as their respective acts,
intending to be bound thereby.
as
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DRAFT
ATTEST:
By:
Neil G. Pedersen,
Superintendent
ATTEST:
By:
Donna S, Baker, Clerk
CHAPEL HILL-CARRBORO CITY
BOARD OF EDT7CATION
By:
Valerie Foushee, Chair
Board of Education
ORANGE COUNTY
By:
Barry Jacobs, Chair
Board of Commissioners
1sg:orangecounty\draf taddendumH0803 with GEG revisions,doc
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Policy Code: 900 High Performance Building Design Criteria
The Board of Education supports the construction of school facilities that are designed to be cost-
efficient, durable and sensitive to the environment, These criteria can only be met when an integrated
approach to design is used from concept introduction to building commissioning. The Board of
Education takes its role as stewards of taxpayer funds seriously and supports efforts to design and
construct schools that not only are cost efficient to build but will reduce operational expenses over the
life-span of the Uuilding,
The Board of Education supports the definition of High Performance Schools provided below and will
incorporate it during the design and construction phases of school development. High Pei formmzce
Schools (HPS) ar°e desigzed to iizzprove the learning ezrvizrozznzent wlu'le saving energy, materials an<t
natural r°esources
The Board desires that the following design characteristics of HPS be incorporated into every school
design to the extent feasible, recognizing constraints associated with budgets, sites and other such
factors.
Develop in an Appropriate and Environmentally Sensitive Dlanner
Orientation for energy conservation
Conservation of natural areas
Respect for resource conservation districts
Balanced use of fill or excavation
Respect for flood plains and flowage easements
Reduce the Use of Water
Use of low volume toilets, faucets, showerheads and irrigation systems
Monitor water usage
Provide High Ef£ciency HVAC and Lighting
Install high efficiency boilers and chillers
Install T-S lighting
Provide solar powered lighting
Provide motion detector Lighting
Consider daylighting
Provide adequate insulation
Design 4 pipe HVAC systems
Use Alater•ials That Conserve Rarv Resources
Designate area for recyclable materials
Use recycled material in construction where available
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Divert landfill debris from construction sites
Recycle building material to the next project
Promote Positive Indoor Air Quality
Increase outside air
Reduce pesticide use
Reduce mold and mildew
Reduce or eliminate water infiltration
Provide appropriate HVAC filtering
Install non-toxic building materials
Limit carpet use
Provide Balanced Temperature
Balance delivery of HVAC
Install accurate thermostats
Reduce classroom humidity
Install appropriately sized units
Design the School for Visual Comfort
Increase outside or natural light through daylighting
Design lighting to eliminate glare and distortion
Provide consistency in lighting color
Design connections through windows to the outside
Limits Excessive Noise
Limit excessive exterior noise infiltration
Limit excessive HVAC noise
Limit proximity to excessive interior noise
Limit hallway noise
Appropriately place classrooms that are noisy by their content
Training for All Personnel
Provide training for custodians, teachers and principals
Commission the building (meaning that all systems work as designed)
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Involve maintenance personnel in the final approval and walkthrough stage
Building Commissioning
Review of all operating systems
Review of projected energy use
Collaborative effort with owner, contractor and architect
Designed For Safety,
Design allows for observation and entry, control
Design allows technology surveillance
Provide single entry points for visitors
Design visible parking areas from administrative offices
Design lock down points for emergencies
Encourage Community Centers
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Design media centers, multi-purpose areas, art rooms and cafeterias that are accessible to the public
Provide adequate parking for visitors
Provide Stimulating Architecture
Create a sense of pride by the school community
Provide a focal point for the community
Lift teacher, student and parent morale
Show concern, value and care for the entire school community
In order to accomplish as many of the desired outcomes as possible, the administration will develop
regulations that will be incorporated from the start of each new school design phase and fol]owed
through to construction completion and building commissioning.. Regulations will be derived directly
from or used in combination with the Triangle .J High Performance Guidelines.
School Board Policy 90?!) speaks to the instructional aspect of school design and the educational
specifications required and should be incorporated in ary planning effort with the regulations contained
within.
Adopted: 3/21/02
Regulations
Site
2.1 Erasion and Sediment control
• Design a system that controls and reduces the amount of erosion and runoff from the site
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Stockpile topsoil for later use
• Prevent sedimentation from entering sewers or stream
2.2 Site Selection
• Provide 100 foot buffers from any wetland area and ~0 feet from any free flowing water streams
• Building can be sited no lower than ~ feet above the 100 year flood plain
• Avoid agricultural land as defined by the Farmland Trust
• Avoid land with extreme slopes or hill
2.5 Alternative Transportation
• Locate building within 1/2 mile of an existing or planned trail, greenway, bikeway or bus line
• Provide bike racks and storage for 10% of the building occupants if appropriate
• Provide preferred parking for carpools and alternative vehicles
• Provide easy bike and pedestrian access to the building site
2.6 Site Disturbance
• Preserve a minimum of 30% of the site in undeveloped space if'possible without reducing
programmatic features of the school
• Ensure that any cultural landmarks as identified by the state or local government remain
undisturbed
2.7 Stormwater 1\Ianagement
• Implement a Stormwater management plan that does not increase the rate or quantity of runoff from
the site
2.8 Heat Islands
• Provide shade (within 5 years) on at least 30% of non-roof impervious surface on the site or use an
open grid pavement system, with less than ~0° o impervious surface, for 50% of the parking area
• Use high reflectance and low emissivity roofing on 7~% of the roof area
2.9 Light Pollution
• On school maintained and controlled land, design exterior lighting that the cutoff angle dues not
exceed 4~°,0
• Design lighting to prevent reflection onto another property
~i'ater
.3.I R'ater Efficient Landscaping
• Reduce potable water consumption used for landscape irrigation by 50% by using drip systems,
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well water or storm water nmoff ~~
• Limit landscape irrigation and use drought resistant plants
3.3 Wastetivater Technology
• Reduce municipally provided potable water for building sewage flow by using gray water or
waterless fixtures
3..3 Water Use Reduction
• Reduce aggregate water use by a minimum of 20°,/o than the base, not including irrigation, after
meeting EPA 199.? fixture performance requirements Smith Middle and Scroggs Elementary would
provide baseline use data,.
Energy and Atmosphere
41 Minimum Energy Performance
• Design building to meet ASHRAE./IESN.A 90.1, state or local energy codes, whichever is more
stringent
4.2 CFC Reduction
Zero use of CFC-based refrigerants in HVAC systems
• Check for other CFC materials, products and systems and make sure that all aze CFC-free
4.:3 Optimal Energy Efficiency
• Increase energy performance by a minimum of'20% in new buildings and 10°io in existing
structures above those described in 4.1. as demonstrated by simulation using Energy Cost Budget
Method described in section 11 of ASHRAE/IESNA 90.1
4.4 Rene cable Energy
• During building design, consider the use of high temperature solar or geothermal assisted
technologies to provide a portion of the total energy use of the building
Material and Resources
~.l Storage and Collection of Rec} clables
• Provide an easily accessible location that serves the entire building for the collection, separation
and storage of recyclables
5.3 Construction Waste IVlanagement
• During the design process, develop a checklist that focuses on the reduction of construction waste
from a design function
• Develop a waste management plan that includes a reuse area, recycling area for separation, and a
lunch area that provides for recycling
• Recycle or salvage at least 75°,% of grading and clearing debris by weight
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• Recycle or salvage at least ~0% of construction and demolition debris by weight ~~
S,d Resource Reuse
• Specify salvaged or refurbished materials for a minimwn of 2% of the building materials excluding
furniture, fixtures and equipment
5.5 Recycled Content
• Specify that a minimum of ZO°,% of building and site materials contain an aggregate average of ZO%
post-consumer content or 40% post industrial content
5.6 Local Daterials
• Specify that a minimum of 20% ofbuilding and site materials are manufactured regionally within a
X00 mile radius
5.9 Durable materials
• Review materials used in the building for durability to ensure appropriate life cycle costs for roofs,
HVAC, structure systems, finishes, furniture, fixtures and equipment
Indoor Environment
6,1 Diinimum Indoor Air Quality
• Meet the minimum requirements of standard ASHRAE 62-1999, Ventilation for Acceptable
Indoor Air Quality
• Explore installation of CO monitoring systems if called for
6,2 Tobacco Smoke Control
• All guidelines met
6.3 COZ Dlonitoring
• Install a permanent C02 monitoring system with a concentration towards high occupancy areas
with parameters set at no more than 530 parts per mi]lion when compared to outside air or 1,000 parts
per million for indoor air
6.4 Ventilation Effectiveness
• For mechanically ventilated buildings, design systems that result in air exchange effectiveness
greater than 0.9 as determined by ASHRAE 129-1997
• In building renovations, continue the same exchange effectiveness
6.5 Construction IAQ management
• During construction, meet SMACNA IAQ guidelines and protect stored on-site or installed
absorptive materials from moisture damage
• Replace air filters regularly to maintain system cleanliness during construction and just before
occupancy
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• Flush the building with 100°ro filtered and conditioned air for a period ofnot less than 30 days prior
to occupancy as schedule perniits
6.6 Low-emitting lYlaterials
• Meet or exceed VOC limits for adhesives, sealants, paints, carpets and composite wood products
using the fol]owing guidelines
• South Coast Air Quality Management Rule #1163
• Bay Area Air Resources, R.eg 3 Rule 51
• Green Sea] requirements
• Carpet and Rug Institute Green Label program
6,7 Indoor C_Iremical and Pollutants
• Design to minimize cross contamination of regularly occupied areas by using grates and grills for'
dirt and particulate
• Separate outside exhausts so that no air recirculation occurs from custodial, laboratory or
copying/printing rooms take place
• Provide appropriate drainage systems for liquid waste
Implement and insure good housekeeping processes within the building
6.8 System Control
• Provide one operable window and one lighting control panel per 200 square feet for all occupied
areas
• Provide controls for individual airflow, temperature and lighting for regularly occupied areas to
teachers and staff within accepted parameters
6.9 Thermal Comfort
• Comply with ASHRAE Standard 5~-1992, addenda 199 for thermal comfort standards
• Provide permanent temperature and humidity monitoring to allow operators to control and adjust
performance
6.10 Daylighting and Vie«~s
• Achieve a minimum Daylight Factor of 2% without creating cooling problems due to excessive
glazing, in 7~% of all space occupied for critical visual tasks excluding low occupancy support areas
• Achieve a direct line of sight to the exterior from 90°'0 of all regularly occupied spaces
6,11 Contaminant Dlonitorina
• Explore installation of independent monitoring systems for ozone, radon, nitric oxide, sulfur
dioxide or fungus and mold
6,12 Acoustic Quality
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• Design and select materials that generate less noise and those that dampen noise during the `~~
construction process
• Reduce noise generating equiprnent so that the maximum decibel reading level at the property line
is SOdb
• Meet all local noise ordinances
Conunissioning
A. Training
• Provide training to all employees about the systems that exits, these include the following:
• HVAC systems
• Lighting systems
• Plumbing and water conservation systems
• C02, temperature, and other monitoring systems
• Passive or active solar, geo-thermal or bio mass systems
• Irrigation systems
• Control and management systems
B. Review
• Provide all stakeholders with review opportunities before occupancy of the building
• Provide all stakeholders with an opportunity to review the building after one year of occupancy
• Provide data concerning temperature, humidity and energy consumption to all stakeholders after I
month, 6 months, 12 months and 24 months
• Require all stakeholders to use HPS features as designed or to report problems immediately to
responsible authorities..
Each architect and contractor employed by the Board of Education shall provide the Board with written
documentation verifying their compliance with the guidelines presented both during the planning and
construction phase of the building. Architects and contractors will provide at the bidding phase their
experience related to high performance school standards. If; due to the issue of excessive costs or site
issues, a guideline cannot be met, the architect or contractor must submit written.justification to the
Superintendent or designee as well as any alternative plans to reach the desired outcome. Architects and
contractors are also required to meet the requirements of Policy 9010- Site Selection and Policy 9020-
Facility Design..
Chapel Hill-Carrboro City Schools
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SMART GROWTH FOR SCHOOLS
PREAMBLE to PREAMBLE
The SMART GROWTH ACTIVITIES document that follows is a product of various
discussions regarding the Smart Growth Task Force far Chapel Hill/Carrboro School
District High School #3. The preamble to the suggested smart growth activities offers
some contexf to the reason for the initiatives.
This report was discussed at the October 30 meeting with task force members.
Portions of this report have been incorporated into Addendum 8 to the Interlocal
Agreement. Other remaining ideas can be explored independent of the interlocal
agreement, so they have been offered as other smart growth pursuits,
The report in its entirety also frames the comprehensive approach to smart growth and
its various facets from health and education to onsite building construction and offsite
transportation enhancements,
F:ILisalorangecounfyiSMARTCROWTH FOR SCHOOLS PREAMBLE2PREAMBLE revised doc
~~
SMART GROWTH ACTIVITIES
PREAMBLE
Orange County and its school districts are recognizing the benefits of using smart growth principles to
build and renovate schools to meet the needs of the community. Smart growth can positively affect
students, parents, teachers and administrators now and in the future. Schools are among our most
important institutions, and can reflect and support important community values.
Smart Growth schools can:
• Inspire our,youth to embrace a way of life
a sustainable legacy
• Develop greater community involvement
• Improve environmental quality
• Improve student health
• Improve academic achievement
• Save money
• Improve safety
that preserves resources and creates and maintains
Since World War Il private sector development has followed the inefficient and costly pattern of 'sprawl'
growth. This pattern, to a large degree, has become ingrained in the behavior of mast people as they
conduct their daily activities and has driven school district facility planning.. This unconscious system of
greater and greater reliance on automobiles has directly led to air pollution and health problems and
indirectly led to higher taxes, and to loss of time and reduced quality of life.
Alternative transportation methods to reduce traffic, are the primary off--site community-wide initiatives.
TRANSPORTATION
A. MASS TRANSPORTATION
B. STUDENT DRIVING AND HEALTH
C, ROAD AND PEDESTRIAN CIRCULATION AND IMPROVEMENTS
D. TECHNOLOGY/INNOVATION
ll.. ENVIRONMENT AND AIR OIIALlTY
A. STORMWATER/WATER QUALITY
B, ENVIRONMENTAL MITIGATION
C.. SITE PLANNING ATTRIBUTES
Ill, COMMUNITYAWARENESS
1V. MIXED USE
NOTE: Smart Growth Activities are categorized in the following headings and meanings:'
I RECOMMENDATIONS
School system to provide products of this type to be paid from capital funding ordinance process. In some
cases, school system coordination with local government and/or NCDOT to meet, in most cases, offsite
improvements.
z SUGGESTIONS
These activities are suggestions and are not requirements that may act to add peripheral support of base smart
growth capital improvements.
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SMART GROWTH ACTIVITIES
I. TRANSPORTATION
3s
Schools can be the leader in environmental sustainability and proactively create a model for
future generations to understand and perpetuate.
One of the most important aspects of smart growth is to limit the increasing dependency on the
automobile and reduce Vehicle Miles Traveled (VMT), Nigh VMT creates traffic, vehicle
accident problems with creating a safer walkable environment, and air and water quality
degradation.
A. MASS TRANSPORTATION'
a, Purchase buses or shuttles to develop enhanced transportation system for
the various uses and functions, and develop a brochure to promote same
(e.g. Run a Southern Village Shuttle).
b. Work with county and schools to investigate the use of alternative fuels
(including bio-fuels) and/or electric vehicles,
2 Investigate applicability of CT1P study with county's consultant Wilbur Smith and
Associates including use of alternative fuel.
3. a. Evaluate and develop the use of Chapel Hill Area Transit (CHAT), or
b. Orange Public Transportation (OPT) to augment public/schcol
transporation opportunities,
B. STUDENT DRIVING AND HEALTH
A report from UNC elaborates on the increased traffic safety risks that can occur during
the student driving age period. In the interest of traffic safety, finding alternate methods
for student mobility can be a community-wide safety improvement. (See UNC Safety
Report Regarding Student Driving)
STUDENT DRIVING/ALTERNATE SYSTEMS'
Develop or augment alternate systems of transportation to move students to and
from schools (especially for before and after school activities),
a, Study bus ridership and bus rautes to maximize efficiency including bus
size, time traveled and miles traveled.
b. Purchase bus transit software and school redistricting to assist reduction
in VMT,
c. Employ public transit systems to improve network routes to schools and
among schools including between school systems,
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2, HEALTHZ
a. PEDESTRIAN EXERCISE
3(a
Construct multi-purpose pathway, for exercise (vita path),
cross-country, environmental awareness (nature traiQ.
2. Offer a field education element to be added to an aspect of
the school curriculum.
3. Develop two educational pamphlets, one for health and one
for the environment.
b. DIET
Purchase kitchen equipment to support a healthy diversified
food menu.
2. Develop an augmented menu that has healthy foods that will
attract students to stay on campus to eat..
3. Prepare an educational pamphlet supporting these benefits
of a healthy diet.
C. ROAD AND PEDESTRIAN CIRCULATION AND IMPROVEMENTS'
a. Work with local governments to complete the sidewalk system by
constructing offsite sidewalks within walk zones (approximately t.5 miles)
(using a matching grants s,ystem), and
b. Bike lanes to promote apedestrian/bicycling safe multi-madal
transportation system, Investigation of the area shows a segmented
system.
2. Develop bus routes (public or school) to service drop-off points (such as park and
ride lots) around the district. This reduces parent and/or student VMT around the
school area.
a. This includes Public Park and Ride locations at Carrboro Plaza, Jones
Ferry and Southern Village.
b. Expand J route that includes .!ones Ferry to also include Carrboro Plaza.
c. Add minor diversion to D/NS route of Southern Village to include High
School #3,
3. Consider a policy for students to congregate from longer walking distances to
reduce the number of bus stops and associated air pollution from frequent bus
starts and stops.
4. Build weatherproof, climate controlled, and safe bus shelters at various locations
to encourage student clustering and use of Park and Ride lot locations.
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5. Develop a bus shuttle system between schools for major traffic generation events
(i. e. sports events, open houses, opportunity to attend public hearings, etc.) For
example, schools of intro-county games would provide a visitors bus from their
local area to the away game thereby reducing the parking demand at the host
school.
6. Evaluate student vehicle privilege policy to reduce VMT. Develop student
parking system and fee schedule to help pa,y for casts of mass transit.
Evaluate purpose ofoff-campus student vehicle trips and determine if on-campus
services can be provided.
8. Coordinate with NCDOT and Town of Carrboro road improvements on Smith
Level Road and intersection improvements at Rack Haven Road. Support Town
of Carrboro resolution to ensure road improvements are outside of University
Lake Watershed.
D. TECHNOLOGY/INNOVATIONZ
`Distance learning' is an important method to reduce offsite traffic. Technology ran offer
access to information without driving.
Develop a video learning and conference center on campus with remote
locations in bath districts to permit specialized classes to be interactively
broadcast to other locations, This will reduce student travel needs to other
locations and efficiently permit the access to specialized learning to a larger
number of students. Thfs also could enhance equity in educational curriculum
and opportunity. These `magnet' courses could be shared by bath districts.
II. ENVIRONMENT AND AIR QUALITY
Schools can be the leader in environmental sustainability and proactively create a model far
future generations to understand and perpetuate.
A. STORMWATER/WATER QUALITY
a. Construct primary starmwafer detention systems as bio-retention areas,
and
b. Use same as a water quality education element with a brochure explaining
purpose and benefit.
2. Add groundwater monitoring wells and stream flow monitors.
3. Add stormwater discharge flow monitors.
B. ENVIRONMENTAL MITIGATION'
Create artificial wetlands that act as aquifer recharge.
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C. SITE PLANNING ATTRIBUTES -~g
a. Reduce parking lot size and its associated impervious area by reducing
the parking standards (from school construction standards) by 35% of
original standard. Construct parking space number based on current
phase for students (174) and buildout for teacher/visitor (80) (Total 254 -
Phase 9j 86 additional at 1200 capacity buildout),.
b. Consider an overflow parking aisle area of semi-pervious material.
III. CQMMUNITY AWARENESS
A. Nost a community forum to discuss the school planning process and the possible
changes to the neighborhood pedestrian, bicycling and traffic systems.
B. Produce brochures through Parent/Teacher Qrganizafions and other school/parent
groups to improve awareness of air quality and environment.
IV. MIXED USES
The compatibility and functional relationship of a school in an area can be an indication of the
smart growth 'fit' of a project. Compatibility represents a condition in which land uses can co-
exist in relative proximity to each other in a stable fashion over time such that na use or
condition is unduly negatively impacted directly or indirectly. Mixing land uses such as a minor
office/retail (including restaurants) element in the area to capture potential off-site school and
neighborhood traffic would create beneficial synergy.
Complementary to compatibility issues are functional relationships that represent a
complementary and interactive relationship among land uses or development that include
substantial and positive exchange of human interaction, goods, resources, institutions,
services and jobs between land uses.
A. Develop a report and examine the ability to lease land and/or space to private sector
providers of needed student and neighborhood services.
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