HomeMy WebLinkAboutAgenda - 06-02-2004-SAPFO~~5~ ~ ~U~~~9 1 "~1
~II~®LS AE~UA'I'E U~IJIC
ACII.JI'I'IFJS RDII~~TCFJ
PREPARED BY A STAFF COMMITTEE: PLANNING DIRECTORS,
SCHOOL REPRESENTATIVES, TECHNICAL ADVISORY COMMITTEE
(SAPFOTAC)
(PURSUANT TO PROVISIONS OF A MEMORANDUM OF
ITNDERSTANDING ADOPTED IN 2002 & 2003)
(ORDINANCES ADOPTED IN JULY, 2003)
1~nn~a1 Rep®rt
4
(BASED ON NOVEMBER 2003 DATA)
REVISED DRAFT -JUNE 2, 2004
'Fable of Contents
Page
Executive Summary _... _ .. _ _ .. _ _ _ _i
Introduction _ ..... _. ..... _ _ _.. _ _ _ _ ,ri
Schools Adequate Public Facilities Ordinance Partners _ ._
Planning Directors, School Representatives, Technical Advisory
Committee (SAPFOTAC) members„ _ _ _ _. _ _ ~;
I. Base Memorandum of Understanding
A. Level of Service ........................................................................ ... 3
B. Building Capacity...,.. _ _ ... _, .. _ _... _ _. _ ., z
Attachment I B 1 -Orange County School Capacity dated Apri13Q 2002 (200z -BASE) 4
Attachment: I B 2 -Chapel Hill and Cm rboro School Capacities dated April 29, 2002 (2002 - BASLJ. ,,. 5
Attachment IB 3 -Orange County School Capacity (Elementary, Middle & High School) (2003)... _. ..6
Attachment, /B 4 -Chapel ]]il!/Carrboro School Capacfh+ (Elementary, Aliddle & High School) (z003) 9
C. Membership Date .. _ __ ..... _ ..... _._ ... ___ ... _ _ _ iz
II. Annual Update to Schools Adequate Public Facilities Ordinance System
A. Capital Investment Plan (CIP)._..... _ _ .., 13
Attachment /I A 1 - CIP (to be inserted at a later° date)..... 1.5
B. Student Membership Projection Methodology. _ ...., _ _... _ __. _ ..._ _16
Attachrnerrt fI B 1. -Student Membership Projection Descriptions. 17
C Student Membership Projections . _ _ 2~
Attachment: II C I -Orange County Student Projections (Elementary, Middle & High School) (2002) 30
Attachment. /LC 2 -Chapel NilUCarrborro Student Projections (Elenrentaq+, Middle & high Sdrool) (2002) 3I
Attachment /I C 3 -Orange Cotn:ty S[udent Projections (Elementary, Middle & High School) (2003) _ 32
Attachruent ILC 4 -Chapel ]/ill/Can~boro Student Projectimrs (Elemw:tary, Middle & High School) (2003) 33
D. Student Membership Growth Rate _ _ _ _ _ 34
Attachment ]I D 1 -Orange Couny+ & Chapel Hill/Carrboro Student Gror++th Rates
Chart dates ji orn 200.3 - 2013 based on 11/15/02 membership number's (2002) _ 35
Attachment. ILD 2 -Orange County & Chapel Hill/Carrboro Shrdent Grot7+th Rates
Grm't datesfi'ont 2004-2014 based on 11/IS/03 membership numbers (2003) _ 36
E. Student /Housing Generation Rate _ _ _ _ _ 37
Attachruent II E 1 -Chapel FItIUCm rboro Student Generation Rates (2002)..._ 38
III. Flowchart of Schools Adequate Public Facilities Ordinance Process
A. Process 1 -Capital Investment Plan _ _ _ _ _ _39
Attachment !!I A 1 -Procerr !Capital Investment Plan (2002) _ _ 40
B. Process 2 -Schools Adequate Public Facilities Ordinance;
Certificate of Adequate Public Schools (CAPS) System ai
Attachment- III B / -Process 2 Certificate of Adequate Public Schools (CAPS) Allocation... _ _ _ 42
2004 SAPS®TAC Executive Summary
I. Base Memorandum of Understanding
A. Level of Service ..............................................(No Clrange).........Pg. I
Chapel HilUCarrboro
School Dish~ict Orange Cornt(y
_ School District
Eletuentarry 105% 105%
Middle 107% 107%*
Hi It 110%* 110%
" "rempornrity suspennen
B. Building CapaciTy and Membership .........................(Cltar:ge)..........Pg. 2
Chnpel HilUCarrboro Orange County
Sc/tool District School District
Capacity Membership*** Inerense Capacity Membership*** Increase
from Prior [rom Prior
Year Year
E[emeatar 4921(+619)"* 4692 141 3920(+100)*~ 2945 44
Middle 2840 2612 4 1466 1671 40
Hi It 3035 3330 168 2518 1887 59
^ ur ~npncrq~
C. Membership Date-NovernGer I5, 200.3*}'``...........(No Change).......Pg.ll
II. Annual Update to SAPFO System
A. Capital Investment Plan (CIP) ............................(Chmzge)..........Pg. 13
B. Student Membership Projection Methodology......(No Charrge).......Pg. 16
The average of 3, 5, mrd 10 cohort sravinal mtd 2 linem~ projection nrorle/s
C. Student Membership Pro,jections .............................(Chmtge).......,...Pg.27
5 Year out Snapshot Comparison (increase or decrease in
rojections between riot year and current year)
CGrt el Hill/CarrLora ScL. District Ornn a CountP ScG. District
2002 2003 2002 2003
Proicctiodmade for Year:?007-2008
Elemm~tarv 5405 53661 3067 31261
Middle 2954 28831 1587 16561
Hi h 3719 3737 1 1952 2070 1
D. Student Growth Rate ............................................(Clrange)..........Pg. 34
Avery e Annual Growth Rate over 10 Years
Chnpel HilUCarrbao
School District Orange Conn(1+
School Dish ict
Eleutentnr r 2.34% 1.54%
hfiddle 2.63% 0.79%
Hi It 2.81% 1.28%
I;. Student /Housing Genet°atiou Rate ....................(No Change).......Pg. 37
(Executive Surnmary continued)
SCHOOL ADEQUATE PUBLIC FACILITIES ORIDINANCE STATUS
(based on future year Student Membership Projections)
CHAPEL HILL/CARRBORO SCHOOL DISTRICT
Elementary School District
A. Does not currently exceed 105% LOS standards
B. Decrease in the increase of the growth rate at this level over the next 5 years.
C. Chapel Bill/Canboro Elementary School #11 would still be scheduled at the
2006-2007 CIP date..
Middle School Dish°ict
A. Does not currently exceed 107% LOS standards
B. Decrease in the increase of the growth rate at this level over the next 5 years.
C. Chapel HiIUCarrboro Middle School #5 would likely be projected for 2009-10
versus the prior year projection of 2008-2009.
High School District
A- Presently at 109.7% LOS azrd projected to exceed 110% LOS standard next year,
but MOU suspended the CAPS adequacy test at this level so CAPS may still be
issued.
B. Increase in the increase of the growth rate at this level over the next 5 years..
C Chapel Hill/Carrboro High School #3 still projected to be needed as soon as
possible with new construction schedule estimates at 2006-2007..
ORANGE COUNTYSCHOOL DISTRICT
Elementary School District
A.
B.
C.
Does not currently exceed 105% LOS standard,
Increase in the increase of the growth rate at this level over the next 5
Does not affect or prompt CII' activity in 10-year timeframe.
years.
Middle School District
A. Presently at 114% LOS which exceeds 107% LOS standard but MOU suspended
the Certificate Adequate Public Schools (CAPS) adequacy test at the level until
Orange County School District (OCSD) Middle School #3 opens so CAPS may
still be issued.
B. Decrease in the deci°ease of the growth rate at this level over the next 5 years.
C- OCSD Middle School #3 is still projected to be needed as soon as possible with
construction schedule estimates at 2006-2007.
High School District
A, Does not currently exceed 110% L,OS.
B. Increase in the increase of the growth rate at this level over the next 5 years.
C Does not affect or prompt CIP activity in 10-year time frame.
Orange County, NC SAPFO
INTRODUCTION
The Schools Adequate Public Facilities Ordinance and its Memorandrun of
Understanding are ordinances and agreements, respectively, Supporting documents are
anticipated to be dynamic to incorporate the armual changing conditions of membershp, capacity
and student projections that may affect School Capital Investment Plan (CIP) timing. This first
formal annual report (the 200.3 report was informal since all parties had not formalized the
various documents at that time) will be forthcoming to all of the Schools Adequate Public
Facilities Ordinance partners each year as new information is available..
This updated infornration is used;
a. Irr the schools capital needs process of the Capital Investment Plan
(Process 1) and
b. Within elements of the Schools Adequate Public Facilities Ordinance
Certificate of Adequate Public Schools (CAPS) spreadsheet system
(Process 2),
Tlris report and any continents from the Schools Adequate Public Facilities Ordinance
partners will be considered each late spring by the Board of County Commissioners at a regular
or special meeting. The various elements of the report are then "certified" and formally
considered in the process of the upcoming Capital Investment Plan. The Certificate of Adequate
Public Schools system is updated after November 15 when data is received from the school
districts with actual membership and pre-certified capacity (i,e. CIP or prior joint action
changes).
The Schools Adequate Public Facilities Ordinance and Memorandum of Understanding
have many dynamic aspects and to accomplish the comprehensive Schools Adequate Public
Facilities Ordinance, the derivation of the baseline of many variables firlly involved the
participation of many boards, committees and elected bodies.
The work of these various Boards and Connnittees will continue in file future as a variety
of school related issues are fine-tuned.
The primary facet of this report includes the creation of mathematical projections for
student memberships by school levels (Elementary, Middle and High) and by School Districts
(Chapel HilUCarrboro and Orange County). This information is found in Section II, Subsections
B, C, D, and E..
,»
Izr summary, tlvs report serves as an update to the d}munic conditions of school
membership school capacity, and housing development, which effects future projections, as well
as, Capital hivestment Planning.
hiterested parties may matte their comments known to the Board of County
Commissioners prior to their review of the report and CIP completion.
iv
ANNUAL REPORT AS OUTLINED IN
Schools Adequate Public Facilities Ordinance 1VIemoranduui
of Understanding (Schools APFO MOU)
SECTION ld
RESPECTFULLY SUBMITTED
TO SCHOOLS ADEQUATE PUBLIC FACILITIF,S
ORDINANCE PARTNERS
Chapel Hill/Cazrboro School District
School APFO Orange County School District
School APFO
Board of County Commmissioners Boazd of County Commissioners
Cazrboro Board of Aldermen Hillsborough Town Council
Chapel Hill Town Council
Chapel HilUCarrboro School Board Orange County School Board
v
Planning; Directors/school 12ehresentatives
'T'echnical Advisory Committee
Orange County Planning Department
Craig Benedict, Planning Director
P.O. Box 8181
Hillsborough, NC 27278
Orange County Budget Department
Donna Dean, SAPFOTAC/Budget Liaison
208 South Cameron Street
P.O. Box 8181
Hillsborough, NC 27278
Town of Chapel Hill
Roger Waldon, Planning Director
306 N. Columbia Street
Chapel Hill, North Carolina 27516
Town of Hillsborough
Margaret Hauth, Planning Director
P.O. Box 429
Hillsborough, NC 27278
Orange County School District
Shirley Carraway, Superintendent
200 E. King Street
Hillsborough, NC 27278
Carrboro Planning Department
Roy Williford, Planning Director
P.O. Box 829
Carrboro, NC 27510
Chapel Hill-Carrboro School District
Steve Scroggs, Support Services
750 Merritt Mill Road
Chapel Hill, NC 25716
vi
I.
1
2
SASE 1VIEMORANDUM OF UNDERSTANDING
A. Level of Service
ResponsiGle Entity for Suggesting Change -Updating of this section will be
conducted by various elected boards and conunittees as noted in the Introduction
as needed.
Defir:ition -Level of Service (LOS) means the amount (level) of students that can
be accommodated (serviced) at a certain school system grade group [i.e.,
Elementary level (IC-5), Middle Level (6-8), High School Level (9-12)].
3. Standard for: Standard for:
Chapel Hill Carrboro School District Orange County School Dishiet
Elementary Middle High School Elementary Middle High School
105% 107% N/A
110%
105% N/A 110%
107%
N/A -This means the School APFO Adequacy Test has been "suspended" in accordance
with addendums to the Memorandum of Undez-standing until proposed capacity is added
in the specific school level area.
4 Analysis of Existing Conditions
These standards are acceptable at th is
time Please note that the High School
Adequacy test has been suspended until the
new High School opens wlrich is scheduled for
Pall, 2006 at which time the test for the High
School will be automatically reinstated.
5. Recouunendation -
No Change fiom above standard
Analysis of Existing Conditions
These standards are acceptable at this
time. Please note that the Middle School
Adequacy test has been suspended until the
new Middle School opens which is scheduled
for Fall, 2006 at which time the test for the
Middle School will be automatically
reinstated,
Reconanendation-
No Change from above standard
i3. wilding Capacity
ResporrsiG/e Entity, foz• Sreggestirrg CGaage -Updating of this section will be conducted
by various elected boards and committees as noted in the Introduction. The Planning
Directors, School Representatives, Technical Advisory Conunittee (SAPFOTAC) will
receive requested changes. C1P capacity changes will be updated along with actual
membership received in November of each year. Other changes will be sent to a .Joint
Action Committee of the BOCC and Board of Education who will make
recommendations and forward changes (on the enclosed forms with,justification) to the
Board of County Conn7issioners for review and action. These non-CII' changes would
be updated in the upcoming November CAPS system recalibration.
2, Definition- "For purposes of this Memorandum, "building capacity" will be
determined by reference to State guidelines and the School District guidelines
(consistent with C1P School Conshvction Guidelnes/policies developed by the
School District and the Board of County Conunissioners) and will be determined
by a joint action of the School Board and the Orange County Board of
Cormnissioners. As used herein the term "building capacity" refers to permanent
buildings, Mobile classrooms and other temporary student accormnodating
classroom spaces are not permanent buildings and may not be counted in
determining the school districts building capacity."
Standard for:
Chapel Hill Carrboro School District
The original certified capacity for each of the
schools was certified by the respective
superintendent (Chapel Hill Carrboro School
District Apri129, 2002 -Base)
See Attaclunent I. B, 2
(Chapel HilUCarrboro School Capacity)
Standard for:
Orange County School District
The original certified capacity for each of the
schools was certified by the respective
superintendent (Orange County School District
April 30, 2002 -Base)
See Attaclunent I. B, 1.
(Orange Comity School Capacity)
4. Analysis of Exisdrzg Conditions
The Schools Facilities Task Force developed
a system to calculate capacity. Any changes
year to year will be monitored, reviewed,
recorded by the SAPFOTAC on approved
forms distributed to SAPFO partners and
certified upon approval by the Board of
County Commissioners in eazly 2004.
The requested change is noted on I.B.4
S. Reconunendation - No Change
After input from SAPFO partners and
comments from authorized Task Forces, the
Board of County Conmrissioners render a
decision.
Analysis of Existing Conditions
The Schools Facilities Task Force developed a
system to calculate capacity, Any changes
year to year will be monitored, reviewed,
recorded by the SAPFOTAC on approved
forms disributed to SAPFO partners acrd
certified upon approval by the Board of
Comity Commissioners in early 2004..
The requested change is noted on LB. 3
Reconunendation- No Change
After input from SAPFO parhrers and
comments from authorized Taslc Forces, the
Board of County Commissioners render a
decision.
Attaclunent I.B.1
~ee(39C~'~~P 4rB~
®~~~
Stud~rtg Capac6~+6y SeFe®oB 2iF:af>'f~
6~ePnraeoent S,trrac2earas tanly, iJre AArsbile Un64:a (6rteBuding Rrejs~ E4sader Gams~rc4taesA
661005
5graare 6t9stnE5s~r
El®rdar~ry Geet 6apac6ty sEttp tsf
CRhoro 60,832 553 492
Ephesus 66,952 472 550
F_s4es Hi'lli s 56.299 549 555
Gtenwtwd 50,764 445 371
RR Graham 68,549 570 5B7
MrAtwgle 98,000 596 66.9
Scxaggs 90,960 609 572
Seawall 62.869 498 676
Tetal CHCCS
Eleegtea>gary 540,837 4,302 4,47
(t&Iddls
Culkuefh 104,798 670 644
M:Dougla 136,221 732 634
hllllpa 109.498 7(16 749
Smith 128,764 732 521
Tote! 661065
f~idd6a Sctaoof 479,289 2,B40 2,548
F4igh
C61ape1 Hi4 241,119 1.520 1,560
~stChapa6h6i11 258.985 9,515 1,395,.
Total CIdC6S
F16gEs school 50D,o96 3,035 2;455
Total A661.eva6s 1,519,694 10,977 9,975.
3rd th~rttt i4ambera{°~P
®~
S~eaars Membae
E6emenlary Feet CapaciEy ship ts1
Cameron Rack 70,612 598 456
Central 52,492 483 293
EOand CheeNs 64,316 529 479
Grady 9tewn 74.016 575 459
H60s6orough 51,906 474 393
Neel Hope X00,164 621 457
Pathvra~s 85,282 600 427
TotaH CCS
Elemerr9ary 496,18$ 3,820 2,1196
tlfiidcll®
A.L. Stanbacla 138,op0 740 Td4
C.W. S'4arrfrsrd 107,620 726 7$9
Tot~B @
61A6dcifa Schc®E 243,620 1,466 9,533
Fd6gEa
9rarsge 213,509 1,518 1,723
Ta4,ai CbCS 61IQh
Sohorz6 213,509 9,518 1,72.3
Tata6 Ail Levels 955,397 6,804 6,952
i, °• °~~? ~' ,~ ~ certiitjr tint the shove capacity and me{nhstship ntamhers €o:-4ite
~_ E9 ~ _ Schaaf lJEshict ar4 correct.
.~i~~
Coate)
4
Attaciunent LB.2
Staadent Cmrseetty By Seheeo! P.~l8lrlet l ~ nu. ~ Y~, a i=t .~ i ~. ~ J i'C [•~)
Permanent SYPUCBcares Only, Fd® AAoht!®EBnrts fiaac7uddng Peoj®cCa Under Can~aruotton)
CHCGB
Sgtssr® iifisssi~r
i:latzieaE~e~ P~$ Ca~clfy sltlga ft!
Caarlbro 6E7,832 563 482
Ephesus ~g~ 472 550
Estes MIGs 56,299 549 ~
GEEnwbasd 5Q7&Q. 445 5'71
PP Csrahats~ 63,541 670 597
t~oDougls 96,D00 596 669
Scro99s 90,960 609 572
Seawe6 52,869 ~ 498 6~P9
°Ca4at GFl~
GO~Q~~nGO•J `~"~4~ 'TtwT~4 a0y
N![ddEe
~~~ 904,796 670 644
MCAougie igE,22i 732 63~'
?hiitips i 09,x'.98 705 749
Srn(iit 128,76$ 732 529
1'a~! CtdGCS
~~iddle 5ehoel 479,291 2,8$0 2,548
HFgh
i~7apeiHttl 241,141 i,a'2A 1,560
East Ghapai HEIi 258,9@5 4,515 4,395
'Port CEiCCS
High SePataol 500,096 3,085 2a~
7otaalP,tl¢~etrels 1,a19,6f$ 40,177 9,875
Sad Nta71h Mean4etship
G ~ !~ ~~~.m, ~ Wiz."7; Schoaf
CCS ..
I ua~a.a3rE ~l{r3iYFf32E
!~~Yq~nenfee~ Piet Cep&clfy sEaEp 6!
Gaftterriq,P3tic
'
' 70,892 $98 456
Central
~ 52,482
Eftand Ct7~ks
' 64,316 ~ : " ~y
taradyBrc~m
~
\ T4Ai5 575 459
Hltisbarongh
', 51,706 41'4 8S3
tdeanrHope
Paltnnta
a 100,764
. :621
' 457'
y ,, 85,28,' ,:
600 $27'
. 'YoBab OCS
~
EtaIISeF'ttaegr 4s8.188~
~
i ~
3.8'20 2,69fi
6<Pieddle ,
~j
~!- Stat?b2ok 136,000, 740 744
~.VJ, Sir<v9ford 907,620 726 789
ToCsI f3CS,-
ft9ldQis 5..^hoo! 243,620 9,466 1.53,3
~i'rgh
grange 213,509 1,513 9,723
1'Q~a4 ®CS EaIBh
SaFtotat 21.x,, a0S 9,518 7,723
'ate A.ii l.~reis E58,31T 6,804 6,152
1198 ~°'~ eapacjty acrd m®rrtt=t~hip n~mbe~s-Sor Sao
01stt~ are correct.
fDa~t~> --
s
AYtaclunent LB.3
(page 1 of.3)
School District: Orange County Scbools
School Year: November I5, 2003 -November 14, 2004
Justification: An increase in Hillsborough Elementary capacity of 100 was completed prior to the
start of the 2003-04 school year in accordance with the CIP.
Capacity Certification:
Superintendent Date
BOCC Chair Date
Membership Certification:
Superintendent Date
BOCC Chair Date
Special Note: Por the November 15, 2002 base year the board accepted the supednlendent-cerhbeo capacmes as part o~ me acnooi rawums ~ asn
Force review and 2003 Planners and School Representative Technical Advisory Committee Report These capacities will remain effective until changed
by (t) the School ClP or (2) an amended version of this form that is certified by the BOCC.
Attaclunent LB..3
(page 2 of .3)
Justification: No change in capacity.
Capacity Certification:
Superintendent Date
BOCC Chair Date
Membership Certification:
Superintendent Date
BOCC Chair Date
Special Note: Por the November I5, 2002 base year the board accepted the supenntenoent-cenmeo capamues as pan o~ me aamw r~o~~~~~~~ „~>~
Porcc review and 2003 Planners and School Representative Technical Advisory Committee Rcporl These capacities will remain effective until changed
by (1) the School CIP or (2) an amended version o(this (arm that is certified by the BOCC
Attaclunent L B.3
(page 3 of 3)
Justification: Completed construction of Cedar Ridge High School. This school opened in the fall
of 2002 with a school capacity oft 000 students
Capacity Certification:
Superintendent Date
BOCC Chair Date
Membership Certification:
Superintendent Date
BOCC Chair Date
Special Note: for the November I5, 2002 base year the board accepted the superintendent-eertiaetl capamlles as part of the acnooi ram noes ~ usn
force review and 2003 Planners and School Representative Technical Advisory Committee Report These capacities will remain effective until changed
by (I) the School CIP or (2) an amended version of this form That is certified by the BOCC
Attaclmzent LB.4
(page 1 ot.3)
School District: Chapel Hill-Carrboro City Schools
School Year: November I5, 2003 -November 14, 2004
Justification:
An increase in capacity of 619 at Rashkis Elementary was completed prior to the start of the 2003-04
school year in accordance with the CIP.
Capacity Certification:
Superintendent Date
BOCC Chair Date
Membership Certification:
Superintendent Date
BOCC Chair Date
Special Note: For the Novembtr I5, 2002 base year the board accepted the superintendent-certilietl capacmes as part of me acnooi racnnres i usrc
Force review and 2003 Planners and School Representative Technical Advisory Committee Report These capacities will remain effective until changed
by (1) the School CIP or (2) an amended version of this form that is certified by the DOCC
Attaclunent hB.4
(page 2 of .3)
School District: Chapel Hill-Carrboro City Schools
School Year: November I5, 2003 -November 14, 2004
Justification:
Capacity Certification:
Superintendent Date
Membership Certification:
Superintendent Date
BOCC Chair Date
BOCC Chair Date
10
Special Note: Por the November I5, 2002 base year the board accepted the superintendent-certified capamucs as part of me acnom racunms ~ usn
force review and 2003 Planners and School Representative Technical Advisory Committee Report These capacities wilt remain e(fectivc until changed
by (I) the School CIP or (2) an amended version of this form that is certified by the 6000.
Attactunent LB,4
(page 3 of 3)
School District: Chapel Hill-Carrboro City Schools
School Year: November I5, 2003 -November 14, 2004
Justification:
Capacity Certification:
Superintendent Date
Membership Certification:
Superintendent Date
BOCC Chair Date
BOCC Chair Date
11
Special Wote: for the November I5, 2002 hose year dw board accepted the superintendent-ccrtilictl cnpamues as part o~ me xnooi racmues i asrc
force review and 2003 Planners and School Representative Technical Advisory Committee Report These capacities will remain effective until changed
by (t) the School CIP or (2) an amended version o(this form that is certified by Uie BOCC
?.
6"., l~~Ielrlbea-ship Date
ResponsiGle Entity for Srtggestir:g Change - Updating of this section will be conducted
by various elected boards and committees as noted in the hrtroduction. The Planning
Directors, School Representatives, Teclu~ical Advisory Committee (SAPFOTAC) may
advise on the validity of changes.
Definition -The date at which student membership is calculated, This date is updated
each year and also serves as the basis for projections along with the history from previous
years. "For purposes of this Memorandum, the term "school membership" means the
actual number of students attending school as of November 15 of each year.. The figure
is determined by considering the number of students enrolled (i.e. registered, regardless
of whether a student is no longer attending school) and malting adjustments for
withdrawals, dropouts, deaths, retentions and promotions. Students who are merely
absent from class on the date membership is deternrined as a result of siclmess or some
other temporary reason are included in school membership figures. Each year the School
District shall transmit its school membership to the parties to tlis agreement no hater than
five (5) school days after November 15.
Standard for
Chapel Hi11 Carrboro School District
November 15
of each year
4. Analysis of Existing Conditions
Tlris will be analyzed in the future years to
determine if it is an exemplary date.
This date ~azay sornetinzes occur° on
Standmd, for:
Orange County School District
November 15
of each year
Analysis of Existing Conditions
This will be analyzed in the future years to
determine if it is an exemplary date.
a weekend (as it did in 2003) azzd
is zzot a typical date for° znenzbership census azzd recordatiozz. An
earlier date such as the "40`x' day" merzzbership r~zay be szzggested in
,future years so data can be analyzed earlier.
5. No change reconunended at this time No c/range reconunended at this time
tz
II. ANNiJAL UPDATE TO SCHOOLS ADEQUATE PUBLIC
FACILITIES
~I2DINANCE SYSTEM
A. Capital Investment Plan (CIP)
RespmzsiGle Batity for Suggesting Chmzge -Updating of this section will be conducted
by the Board of County Co~mnissioners after review of the requests from the School
Districts.. Action regarding CIl' programs usually occurs during the BOCC budget Public
Hearing process in the spring of each year. The development of the CIP considers the
conditions noted in the SAPFOTAC report including LOS (level of service), capacity,
and membership projections.
2. Defiaitiou -The process and resultant program to determine school needs urd provide
funding for new school facilities.
Standard for:
Chapel Hill Carrboro School District
Not Applicable
4. Ar:alysis of Existing Conditions
The Requests for Certificates of
Adequate Public Schools (CAPS) will be
evaluated using the most recently
adopted Capital Investment Plan. Anew
Capital Bwestment Plan is currently
under development for approval prior to
.Tune .30, 2004..
Starzdm•d for:
Orange County School Dishict
Not Applicable
Analysis of Existir:g Conditions
The Requests for Certificates of Adequate
Public Schools (CAPS) will be evaluated
using the most recently adopted Capital
Investment Plan, Anew Capital hivestment
Plan is currently tinder development for
approval prior to .Tune .30, 2004.
Reconuneadation -
Not subject to staff review
Recomrr:er:dation-
Not subject to staff review
13
AYtaclunent ILA.I
CIP Final Document to be Inserted Here
I4
Attachment IhA.1
CIP Final Document to be Inserted Here
15
B. Student Projection 1VIethodology
2.
3.
4,
ResponsiGle EntitJ~,fa• Suggestir:g Chmrge -Reviewed and recommended by the
Plarn7ing Directors, School Representatives, Techruaal Advisory Committee
(SAPFOTAC).
Defitzitiorz -The method(s) by which student memberships are calculated for futtn'e
years to determine total membership at each combined school level (Elementary, Middle
azrd High School),.
Standard for:
Standm•d for:
Chapel Hill Carrboro School District
Orange County School District
Presently, the average of five models are being used: namely 3, 5, and 10 year
cohort survival methods, Orange County Plamring Department Linear Wave and
Tischler Linear methods.`
Analysis of .Existing Couditiora
This will be monitored each year and a
trade record of performance will be
evaluated.
Analysis ofExistirzg Conditions
This will be monitored each yeaz and a track
record of performance will be evaluated.
Reconunendation -
No Change from above standard.
Reconunendation-
No Change from above standard,
See Report on one year of performance, The value of a projection model is its
prediction of school level capacities at least three years in advance of capacity
shortfalls so the Capital Investment Plan (CIP) can respond in advance,
'° See attaclunent
16
AttachrnentII.B.1
STUDENT MEMBERSHIP PR®JECTION (page 1 of 10)
School District: Orange County
Year/Date Issued: 12/11/2003
Year/Date Based: November 15, 2003-2004
Years Projected: 2005-2014
A. Projection Type: Tischler Linear _ _~_
1. Projection Mathematical formula
Descr°iption/ Straight line projection ~ _
Characteristics:
2. Projection Formula: y = ((c'~`b)~'x)+b
(y =Projected Poptdntion, c =Historical Annual Change; V =Base 3'ear, z =
Projection S'earsJ
.3. Projection
Assumptions:
Historical growth is reflected in
Elementary, Middle, and High taken fi~om SYE 2004_ and held
constant throughout projection.
4. Anriual Growth Rate: 2.00% Note. this is art average annual gro~n/t rate over ten years
5. Attachments: a) Projections (includes: Total, Elementary, Middle, and High)
6. Projection Performed: By: David Meaux Date: 12/11/2003
7. Projection Reviewed: Bye ~ Date:
8. Projection Cep°tified:
9. Comments:
G:V+dministratiee Div\CRAIG\S°hool Impact p°cVischtcr projcctionACSD_l 1_15_2003 doc ~3t>9t04 1 ~
Attaclmient II,B.1
STUDENT MEMBERSIIIP PROJECTION (page 2 of 10)
School District:
Year/Date Issued:
Year/Date Based:
Years Projected:
A. Projection Type
1. Projection
Description/
Characteristics:
Orange Cowrty
12/1 I /2003
November 15, 2003-2004
2005-2014
OCP Linear Wave
Mathematical Linear with percent variation aznong school levels
Reflecting progressing waves of memberslvp ~_
2. Projection Formula: BYM + (BYI + 5(n)) = EYM EYM x %SL = EYM/SL
(BYM ° Base},ear god month membership BYI = yem satdera membership increment
base (150), EYd4 =Ensuing},ear membership n =Projection 3'ear, % SL = % of total _
membership perschaol level (i. e., elementar}~, middle, high), E3'd~/SL = Ensuing year
member by school level
3. P~°ojection Base yeaz- growth reflects 10-yeaz average.
Assumptions: Increase in BYI of 5 reflects increases in housing growth.
Reflects growth potential.
4. Average Annual 2.65% ._
Growth Rate: ASGR = (2014 PM - 2004 AM)/10 =.172.5 (ASGR =Annual Student Grarnth Rate;
P4T =Projected tl4embership, Ald = Actunl Membership)
5. Attachments: a) Projections (includes: Total, Elementary, Middle, and High) _
b) School Level
6. Projection Performed: By: David Meaux Date: 12/11/2003
7. Projection Reviewed: By: ~ Date:
8. Projection Certified: ,
9. Comments: _
18
G:\CompreUensive Planning Div\kparker\OCprojeaion-OCSD_I 1_15_2003 03/29/04
Attachment ILB.1
STUDENT MEMBERS]EIIP PROJECTION (Page .3 of 10)
School District: Orange County ~„~ _
Year/Date Issued: May 11, 2004
Year/Date Based: November 15, 2003-2004
Years Projected: 2005-201 ,,_
A. Projection Type: 3 Year Cohort
1. Projection Mathematical formula that computes the average advancement rate over
Description/ the previous 3 years for each grade level and then uses each rate to calculate^_
Characteristics: projected membership by school level. An assumed kindergarten membership
is based on birth records and/or historical growth rates. ~~_
2. Projection Formula: a "-'
K,.=K,.-i+(K„-r"0.01) a=(~G,.IS°-i)l.3 b=S„-r(a)
,~=3
_ K=Kindergarten membership n=Given school }+ear; G=Given grade's membership
(other than Kindergm'ten), g=Previous grade's membership, a=Average advancement
rate, 6=Projected membership
3. Projection Assumes a 1% annual growth rate for the kindergarten grade level.
Assumptions: Assumes the salve percentage of students in each grade level graduate
to the next level each year.
4. Average Annual
Growth Rate:
5. Attachments:
6. Projection Performed: By: Scr°oggs, Benedict, Dean Date: 3/4/2004
7. Projection Reviewed:
8. Projection Certified:
9. Comments:
0.67% Note: This is an average annual rate over all school levels over ten years.
Date:
19
Attaclunent II B.1
STUDENT MEMBERSHIP PROJECTI®N (page 4 of 10)
School District: Orange County _ _
Year/Date Issued: May 11, 2004
Year/Date Based: November 15, 2003-2004
Years Projected: 2005-2014 ~ .
A. Projection Type: S Yeaz' Cohort ~ _
1. Projection Mathematical formula that computes the average advancement rate over
Description/ the previous 5 years for each grade level and then uses each rate to calculate
Characteristics: projected membership by school level. An assumed kindergarten membership
is based on birth records and/or historical growth rates. ~_
2. Projection Formula: "-'
K,. = K,.-~ + ~K,~-r "~ 0..01) a = ~~ G„ / g„-r) / 5 b = g„-r Ca)
,~=s _ _
K=Ki»dw°garten nrembersbip, +r=Given sd:ool year, G=Giver: grade's membership
(other than Kindergarten) g=Previous gr nde's membership, a=Average advancen:era
rate, b=Projected menrbersl:ip
3. Projection Assumes a 1% amiual growth rate for the IcindergarCen grade level.
Assumptions: Assumes the sazne percentage of students in each grade level graduate
to the next level each year.
4. Average Annual 0.36°/o Note. This is an average annual rate over all school levels over (en years.
Growth Rate:
5. Attachments:
6. Projection Performed: By: Scroggs, Benedict, Dean Date: 3/4/2004
7. Projection Reviewed: By: Date:
8. Projection Certified:
9. Comments:
20
Attaclunent ILB.I
STUDENT MEMBERSHIP PROJECTION (Page 5 of 10)
School District: Orange County
Year/Date Issued: May 11, 2004 _
Year/Date Based: NovemUer 15, 2003-2004
Years Projected: 2005-2014 ~„~ -
A. Projectiou Type: 10 Yeaz Cohort
1. Projection Mathematical formula that computes the average advancement rate over
Description/ the previous 10 years for each grade level and then uses each rate to calculate _
Characteristics: projected membership Uy school level. An assumed kindergarten membership
is based on Uirth records and/or historical growth rates. ~ti
2. Pro ection Formula:
.1 "-~
K„ = K,.-~ + (K,.-~ * 0.01) a = (~ ~,~ l S,.-,) / 10 b = g„-i ~a)
,.=i o
K=Kindergarten membership, n=Given school sear; G=Given gr'ade's membership
_
(other than Kindergarten), g=Previous grade's nten=bership, a=tlverage advaicemertt
rate 6=Projected membership
3. Projection Assumes a 1% annual growth rate for the kindergazten grade level.
Assumptious: Assumes the same percentage of students in each grade level graduate
to the next level each year.
4. Average Annual 0.42% _ Note: This is an average annual rate overall school levels over ten years.
Growth Rate:
5. Attachments:
6. Projection Performed: By: Scroggs, Benedict, Dean Date: 3/4/2004
7. Projection Reviewed: By: Date:
8. Projection Certified:
9. Comments: ,~.,~
21
Attaclunent IhB.1
STUDENT MEMBERSHIP PROTECTION (Page 6 of 10)
School District: Chapel Hill - Carrboro _~
Year/Date Issued: 12/11/2003
Year/Date Based: November 15, 2003-2004 _~ _ -
Years Projected: 2005-2014 _
A. P~°ojection Type: Tischler Linear
1. Projection Mathematical formula
Description/ Straight line projection
Characteristics: _
2. Projection formula: y = ((c"`b)"`x)+b
(y =Projected Populatiai, c = Historical ~nnxal Change, G =Base Tear, s =
Projection fears)
3. Projection Historical growth is reflected in projected growth
Assumptions: % Elementary, Middle, and High taken fiom SYE 2004 and held
constant fluoughout projection.
4. Annual Growth Rate: 3.96% Note. this is an arerage annual grolrth rnte ores ten years
5. Attachments: a) Projections (includes: Total, Elementary, Middle, and high)
6. Projection Performed: By: David Meaux Date: 12/11/2003
7. P~°ojection Reviewed: By~. Date: _
8. Projection Certified:
9. Comments: _ _
22
G:\Comprehensive Plam»ng Div\kparker\iischler projection-CHCSD_I 1_15_?003 03/?9/04
Attaclunent ILB
STIJ)DENT MEMBERSHIP PROJECTION (page 7 of 10)
School District:
Year/Date Issued
Year/Date Based:
Years Projected:
A. Pi°ojectiar Type:
1. Projection
Description/
Characteristics:
2. Projection rormula:
OCP Linear Wave
Mathematical linear with percent variation among school levels.
Reflecting progressing waves of membership.
BYM i- BYI - I5(n)) = EYM EYM x %SL = EYM/SL
(6YN =base year 2"`r mouth membership; RYI = year shrdem meurbership increment
hose (330), EYAI =Ensuing year membership, n =Projection Year; % SL = % of total
membershin oersc/roollere! (i.e., elementm7., miilrlle, high), E}'41/SL ° Ensuiirg yem
3. Projection Base year growth reflects 10-yeaz average.
Assumptions: Decrease in BYI of 15 reflects decreases in housing growth.
Reflects buildout constraints.
4. Avei°age Annual 2.47
Growth Rate: ASGR = (2014 PM - 2004 AM)/10 = 262.5 (ASGR =Annual Student Gror+nh Rate;
PM =Projected Membership, AA1=Actual A4embership) ~ _
5. Attachments: a) Projections (includes: Total, Elementary, Middle, and High)
b) School level
c) Chapel Hill Actual and Projected Population 1900-2025
6. Projection Performed: By: David Meaux Date: 12/11./2003
7. Projection Reviewed: By: Date:
8. Projection Certified:
9. Comments:
23
Chapel I-Iill - Carrboro
12/]1/2003
November 15, 2003-2004
20(15-2014
G:\Comprehensive Planning Div\6parker\OC projection-CIiCS D_t t_I S 2003 03/29/0
Attaclunent ILB.1
STiJD6JNT MEMBI+RSIEIIII' I'R®,T~CTI®N (page 8 of 10)
School District:
Year/Date Issued:
Year/Date Based:
Years Projected:
A. Projection Type:
1. Pr°ojection
Description/
Characteristics:
Chapel Hill-Carrboro
May 11, 2004
November 15, 2003-2004
2005-2014
3 Year Cohort
Mathematical formula that computes the average advancement rate over
the previous 3 years for each grade level and then uses each rate to calculate
school level. An
is based on birth records and/or historical growth rates.
2. Projection Fm°mula: K = K _ -f- (K _ ~'~ 0..01) a = (~ G l ) l.3 b = (a)
r. r. i ,. r ,~ g,.-r gr.-r
n=3
K=h'indergmlen membership, n=Given s'c/rool year, G=Given grade's membership _
(other tkmr Kindergarten), g=Previous grade's membership, a=Average advancement
rate, b=Projected ntenrbership
3. Projection Assumes a 1% annual growth rate for the Indergarten grade level.
Assumptions: Assumes the sarne percentage of students in each grade level graduate
to the next level each year.
4. Average Annual 1.80% Note: This is an average annual rate over all school levels over fen years.
T
Growth Rate:
5. Attachments:
6. Projection Performed: By: Scroggs, Benedict, Deazi Date: 3!4/2004
7. Projection Reviewed: By~ ~~ Date:
8. Projection Certified: _
9. Comments:
24
Attaclunent ILB.1
S'TITDENT MElVIBERSIIIP PIt®JEC'I'I®N (page 9 of 10)
School District:
Year/Date Issued:
Year/Date Based:
Years Projected:
A. Projection Type:
I. Projection
Description(
Chapel Hill-Canboro ~_
May 11, 2004
November 15, 2003-2004
2005-2014
5 Year Cohort
Mathematical formula that computes the average advancement rate over
the previous 5 years for' each grade level and then uses each rate to calculate
Characteristics: projected membership by school level. An assumed kindergarten memhership
is based on birth records and/or historical growth rates..
2. Projection Formula: "-'
K,.=K,~-r+~K,~-i`k0,01) a=~~~,~/g,.-,)/5 G=g,.-r(a)
,~=s
K=Kindergarten nrenrbership n=Given school yem`, C--Given grade's membership
(other thmr Kindergarten), g=Previous grade's membership, a=Average arh+mrcement
rate, 6=Projected mentbersl:ip
3. Projection Asswnes a 1% animal growth rate for the kindergarten grade level.
Assumptions: Assumes the same percentage of students in each grade level graduate
to the next level each year. _ _
4. Avet"age Atlnllai 2.65% Note: This is an average annual rate overall school levels over ten years.
Growth Rate: ..~_
5. Attachments: ,~
6. Projection Performed: By: Scroggs, Benedict, Dean Date: 3/4/2004
7. Projection Reviewed: By: Date:
8. Projection Certified:
9. Comments: ._
25
Attaclunent ILB.1
STUDENT MEMBERSHIP PR®JECTI®N (page 10 of 10)
School District:
Year/Date Issued:
Year/Date Based:
Years Projected:
A. Projection Type:
1. Projection
Description/
Characteristics:
Chapel Hill-Carrboro •„_
May I I, 2004
November 15, 2003-2004
2005-2014
10 Year Cohort
Mathematical formula that computes the average advancement rate over
the previous 10 years for each grade level and then uses each rate to calculate
projected membership by school level. An assumed kindergarten membership
is based on birth records and/or historical growth rates.
Z. Projection For°mula: ~_ "-~
K„=K„_,+(K„_~' 0.01) a=(~G„/g„_,)/10 b=g„_,(a)
,.=io
K=Kindergarten membership a=Given school yem, C=Given grade's membership
(other than Kindergarten), g=Previous grade's membership, a=Average advancement
rate, b=Projected membership
3. Projection Assumes a 1% annual growth rate for the kindergarten grade level.
Assumptions: Assmnes the same percentage of students in each grade level graduate
to the next level each year.
4. Avel"age AIlIlUaI 2.53% Nofe: This is an average annual rate overall school levels over ten years.
Growth Rate: ~ ,_
5. Attachments: ,„ "
6. Projection Performed: By: Scroggs, Benedict, Dean Date: 3/4/2004
7. ProjectioIl Reviewed: By: Date:
8. Projection Certified:
9. Comments:
26
C. student Projections
1.
2,
ResponsiGfe EntitJ~ for Seggesting Clzmrge -Updating of this section will be conducted
by the Plamiing Directors, School Representatives, Technical Advisory Conunittee
(SAPFOTAC).
Definition -The result of the average of the five models represented by 10 year
numerical membership projections by school level (Elementary, Middle, and High) for
each school district (Chapel Bill/Carrboro School District and Orange C.owzty School
District) .
3, Startdar•d for:
Chapel Hill Carrboro School District
Stmtdard for:
Orange County School Dish-iet
See Attachment II C.4
4.
See Attaclmrent II C.3
Analysis of Existing Conditions
The membership figures and percentage growth on the attachments show continued
growth in both systems. Vaziability by school level and between the School Districts is
also noted, The projections models were updated using current (November 15)
memberships and ten years were projected thereafter.
Recontn:endation -
Use statistics as noted in .3 above
(See Attaclnnent II C.4)
Reconunendation-
Use statistics as noted in .3 above
(See Attaclnrent II C3)
Elernerztary
Projections are consistent with previous year's
that show a relatively moderate but constant
Elementary
Projections are consistent with previous years
that show a relatively slow but constant growth
growth of about seven classrooms a year'. The of about tluee classrooms a year, During the
105% level of service will be maintained until ten year timeframe, membership is projected to
a projected 10`h );lementary school is expected
to open in 2006-2007. hr the later years of the
be within the level of service (LOS) standards
of the School APFO.
27
ten year Capital Investment Plan, the need for
air additional Elementary #11 would be
projected. Also, note that a mild decrease in
the increase of growth in this school level
lengthens the time period between new school
openings.
Middle
Projections are consistent with previous years
that show a relatively slow but consta~lt growth
of about tluee classrooms a year'. The existing
student membership has been below the 107%
level of service. This favorable condition will
Middle
Projections are consistent with previous years,
The existing student membership has been
above the 107% level of service since 2002-
2003, and is expected to exceed this percentage
to about 112% until the new Middle School
be maintained as projected to 2009-2010, when opens, which is expected to occur in 2006-
a new Middle School is projected to open. 2007..
Because of the moderate growth a the Please note that the Orange County School
Elementary School level, the projected opening District Middle School Certificate of Adequate
of the new Middle School has been moved
back one year. The previous projected opening
date was 2008-2009
Public Schools adequacy test has been
suspended (i.e, not activated) until the new
third Middle School opens. When this occurs,
the Middle School becomes an active school
level element of the School APFO, Thereafter,
there does not appear to be any projected level
of service deficiencies in the ten year time
frame.
High School
Projections are consistent with previous years
that show a moderate to high growth rate of
approximately seven classrooms a year. Seven
classrooms equate to more growth than seven
High School
Projections are consistent with previous yeazs
that show a moderate but constant growth of
about four classrooms a year. The existing
student membership will stay below the 110%
28
classrooms at the Elementary school level level of service.
because there are only four grades at the High
School level versus six grades at the
Elementary level. The existing level of service
for 200.3-2004 is 109,7% (110% is the School
APFO standard). The membership is projected
to be at 115..1 % in 2004-2005 which is above
the standard, but as was implemented with the
Orange County School District Middle School
level, the High School adequacy test was
suspended until the third High School opens in
the 2006-2007 where the level of service may
have been approximately 119.4%
In the later years of the ten year Capital
fiivestment Plan, needs are projected for
another High Sehooh
29
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I). Student Growth Rate
Responsible Entity for Suggesting Change - tTpdating of this section will be
conducted by the Planning Directors, School Representatives, Technical Advisory
Committee (SAPFOTAC),
2. Definition -The annual percentage growth rate calculated from the projections resultuxg
fom the average of the five models represented by 10 year numerical membership projections by
school level for each school district.
3, Standard for:
Chapel Hill C,arrboro School District
Standard, for:
Orange County School District
See Attaclunent II,D.2
4. Analysis of Existing Conditions
The membership figures and percentage
growth on the attaclunents show
continued growth at each school level
within the system.
Average Amoral Growth Rate over ten years:
See Attachment IhD.2
Analysis of Existing Conditions
The membership figures and percentage
growth on the attachments show continued
growth at each school level within the
system.
Average Annual Growth Rate over ten years:
Elementary - 2.34% Elementary - 1.54%
Middle - 2.63% Middle - 0.79%
High - 2.81% High - 1.28%
Reconzraendation - No Change
Use statistics as noted
Recontntendatiort- No Change
Use statistics as noted
34
Attaclunent ILD.1
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35
Attaclnnent II.D.2
(?003-?004)
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36
~. Student / ~-Iousing generation Date
2.
3..
Responsible Entity for Suggesting Ckmrge - Updating of this section will be conducted
by Plamzing Directors, School Representatives, Technical Advisory Committee
(SAPFOTAC).
Definition - A projected number of students that are generated from two different types
of housing, "single-family" and "other". "Other" includes nntltifamily and single-wide
mobile homes. The standards were created during the Tiscbler and Associates School
Impact Fee Report of February 2001.
Stanrlarrl for:
Chapel Hill Carrboro School District
See Attaclnlent ILE.1
4.
5.
Analysis of Existing Conrlitiorzs
The staff committee (SAPFOTAC) is
developing a program to independently
calculate student generation rates ruing
Stantlarrl for•:
Orange County School District
See Attaclunent ILE.i
Analysis of Existing Cortrlitions
SAPFOTAC is developing a program to
independently calculate student generation
rates using GIS and School reporting systems
GIS and School reporting systems.
This progran7 will take a few years to
develop.
Reconunenrlation -
Use Tiscbler Generation Rates until
alternate rates are developed and
endorsed..
Tlris program will take a few years to develop.
Reconmzerzrlation-
Use Tiscbler Generation Rates until alternate
rates are developed and endorsed.
37
.~
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~~
III. I{LOWCI-IART OF SCHOOLS ADEQUATF, PUBLIC FACILITIES
®IZDINANCE PROCESS
Abstract: the Schools Adequate Public Facilities Ordinance process has two distinct
components:
A. Capital Investment Plan (CIP) (Process 1)
Timefrarne: Student Member°slup in November of each year is transmitted to the
Orange County Board of Commissioners for consideration and adoption, for use in the CIP in the
following year: (e.g. November 15, 2002 membership nwnbers used to develop a CIP to be
adopted i~r .Tune, 2003).
1. Projects future student membership from historical data, current membership and
hypothetical growth rates from established methodologies (SAPFOTAC).
2.. Compare to existing capacity and proposed Capital Investment Plan..
Forward to all Schools APFO partners.
School Districts develop Capital Investment Plan Needs Assessment prior to and
during this process
5, Boazd of County Commissioners conduct Capital Investment Plan work sessions
and Public Heazings.
6. BOC.C adoption of CIP that sets forth monies for school construction (future
capacity).
39
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40
1$. Schools Adequate Public Facilities ®rdinance
Certificate of Adequate Public Schools (CAPS)
Update (Process 2)
Timeframe: Approximately November 15 of each year when the school districts
report actual membership and `pre-certified' capacity, whether CIP associated or prior `,joint
action' agreement. This update may reflect the Board of County Commissioners action on the
earlier year Capital hrveshnent Plan (CIl') as it affects capacity and addition of new actual fall
membership. The Schools Adequate Public Facilities Ordinance Certificate of Adequate Public
Schools (CAPS) stays in effect until the following yeaz - (e.g.: November 15, 200.3 to November
14, 2004),
Please note that the two processes are on separate but parallel tracks. However,
the CIP does create a crossover of capacity information between the two processes. For
example, the Schools APFO system for both school districts that will be established /initiated /
certified each year in November and is based on prior year CIP capacity and current school year
membership.. The SAPFOTAC report including new current year membership and projections
are to be used for upcoming CIP development as noted in Process 1.
CIP Process 1 (for CIP 200.3 - 2013)
November 2002 -.Tune 2003 (using 200.3 SAPFOTAC Report)
Schools APFO CAPS Process 2 (for Schools APFO System 2003 - 2004)
November 2003 -November 2004
41
Attaclunent III.B.1
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