HomeMy WebLinkAboutAgenda - 09-26-2005-1ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 26, 2005
Action Agenda
Item No. 1
SUBJECT: County /OCS /CHCCS Matters
DEPARTMENT: Manager /Budget/CHCCS /OCS PUBLIC HEARING: (Y /N) No
ATTACHMENT(S): INFORMATION CONTACT:
As listed in "Background" John Link or Rod Visser, 245 -2300;
Donna Dean, 245 -2151
Neil Pedersen, 967 -8211
Shirley Carraway, 732 -8126
PURPOSE: To discuss various issues with policy and /or financial implications that are of
current interest to the Orange County Commissioners, Orange County Board of Education,
and /or Chapel Hill - Carrboro Board of Education.
BACKGROUND: At the September 1, 2005 meeting of the Collaboration Work Group,
members agreed to structure the meeting for this September 26 joint work session around the
following agenda items:
a. Discussion /Policy Issues
1. School Construction Standards
In May 1996, the Board of Commissioners adopted school construction standards
for elementary and middle schools in Orange County, High School construction
standards were approved in April 1999. Two separate School Facilities Task Forces
that convened in 2000 and in 2002 identified a number of issues related to both sets
of standards that required clarification and or updating (e.g. baseline estimates of
per square foot cost, an appropriate inflation factor, percentage of project budget
that should be set aside for contingency, etc). Since that time, CHCCS High School
#3 has been designed as an 800 student high school, expandable to accommodate
1200 students (existing high school standards contemplate 1000 student capacity,
expandable to 1500).
The Collaboration Work Group has discussed options for how to address needed
updates to existing Orange County school construction standards and are soliciting
input from elected colleagues to help guide the Group's process.
Attachment 1 -a -1 -a May 1996 Elementary/Middle School Construction Standards
Attachment 1-a- 1-b April 1999 High School Construction Standards
2. School Capacitv Calculations
The governing boards of the County, school systems, and municipalities completed
agreements in 2003 related to a School Adequate Public Facilities Ordinance
( SAPFO). The SAPFO machinery includes a process that is initiated each year to
certify student membership and capacity at the elementary, middle, and high school
levels in each school system, based on actual student membership as of November
15 (a copy of the Memorandum of Agreement describing this process is attached for
reference). Those figures are used as the basis for updating 10 year student
membership projection, based on an agreed -upon set of membership forecasting
models. The resulting projections of student membership vs. anticipated capacity
then shape both school systems 10 year Capital Investment Plans (CIPs) and
identify the timing by which new school space will need to be available to
accommodate projected growth in the number of students.
During the past several years, the State of North Carolina has enacted legislation
that effectively reduces the standard ratio of students per teacher in grades K -3. A
mandatory reduction in class size immediately creates an impact on available
classroom space, and can lead to the need to construct additional new elementary
schools or new school space earlier than would have been necessary absent the
State's action.
The issues of how to calculate available elementary school seats and how to
address the resulting implications for SAPFO machinery and school CIPs have been
discussed during the past two SAPFO cycles without clear resolution being reached.
All governing boards have agreed that it would be highly desirable to achieve
resolution on this issue prior to the beginning of the next SAPFO planning cycle on
November 15, 2005. CHCCS has provided some background information from the
North Carolina Department of Public Instruction related to statewide implementation
of the class size reductions.
This work session provides the governing boards an opportunity to discuss class
size and building capacity implications and to provide input to the Collaboration
Work Group as it works to resolve this matter.
Attachment 1 -a -2 -a Schools Adequate Public Facilities Memorandum of Agreement
Attachment 1 -a -2 -b 9122105 CHCCS Superintendent Memo
Attachment 1 -a -2 -c NCDPI Tables — K -3 Class Size Averages for 2004 -05
Attachment 1 -a -2 -d 9122105 CHCCS Superintendent E -Mail
3, Cross - District Collaboration
The two school systems have been working during the past two years on a series of
initiatives to share resources and enhance program offerings across district
boundaries. A summary of progress on various efforts to date is provided for review
and discussion by the governing boards. An update on work done for both school
systems and the County by the Robert Segal CPA firm on expense reduction and
revenue enhancement opportunities is likewise attached.
Attachment 1 -a -3 -a 9120105 Collaboration Status Report
Attachment 1 -a -3 -b 9126105 Segal CPA Letter
4. New School Construction Progress Reports
OCS and CHCCS, respectively, will provide updates to all elected officials regarding
the two schools currently under construction — OCS Middle School #3 and CHCCS
High School #3.
Attachment 1 -a -4 Middle School #3 Update
b. Informational Reports
Staff have compiled background information related to the following topics and will
respond to questions regarding these from elected officials,
1. Implications of State Lottery for Orange County's School Construction Funding
The attached materials compiled by the Association of County Commissioners reflect
five year estimates of State lottery proceeds that would be earmarked towards school
construction or debt service, with about $2.6 million projected for Orange County for the
first full year of lottery operation in 2006 -07.
Attachment 1 -b -1 9101105 NCACC E -News Update— Estimated Lottery
Proceeds for School Construction
2, loth Day Student Membership
The accompanying tables reflect student membership for both school systems as of the
10th day in academic year 2005 -06.
Attachment 1 -b -2 -a Table - OCS 10th Day Membership
Attachment 1 -b -2 -b Table - CHCCS 101h Day Membership
3. 2005 -06 Adopted School Budgets
The accompanying materials reflect the 2005 -06 budgets adopted by the two school
systems, including federal, state and local dollars, and a recap of how increases in local
dollars were allocated by the school boards among specific items identified in their
2005 -06 budget requests to the Board of Commissioners,
Attachment 1 -b -3 -a Table - CHCCS Budget Summary FY 2005 -06
Attachment 1 -b -3 -b Table — OCS Budget Summary FY 2005 -06
Attachment 1 -b -3 -c 9120105 OCS Superintendent Letter re: 2005 -06 Budget
Narrative
FINANCIAL IMPACT: There is no financial impact tied directly to the discussion at this
meeting. However, decisions that the school boards and BOCC will make at subsequent
meetings are likely to have significant implications for future capital and operating budgets,
RECOMMENDATION(S): The Manager recommends that the boards discuss the issues
noted and provide direction to staff, as appropriate.
2,� 3oC
/r /7Na
School Construction Standards
Background
In early 1995 the Board of County Commissioners appointed an eight member work group to
develop school construction standards for new facilities built in the Orange County School and
Chapel Hill /Carrboro City School districts. The School Facility Construction Standards Work
Group included two representatives from the Board of County Commissioners, two
representatives from each of the two School Boards, and two parent representatives:
Orange County Board of Commissioners
Moses Carey
Stephen Halkiotis
Chapel Hill /Carrboro City School Board
Mary Bushnell
Nick Didow
Orange County School Board
Susan Dovenbarger
Larry Haverland
Parent Representatives
Bill Boyarsky
Dick Snow
The Board of County Commissioners adopted in May 1996 school standards for elementary and
middle schools. These construction standards are outlined in this report.
Elementary School
The total square footage of the Basic School, as outlined in this section of the report, is 83,160
square feet. There are two tiers added to the Basic School Tier A provides additional storage
space for use of the facility for afterschool programs. The additional storage space is 1,400
square feet with 46?-5quare feet for circulation, bringing the total for Tier A to 1,862 additional
square feet Tier B includes space identified by the School Systems as desirable for an
elementary school_ Tier B adds 13,240 square feet with approximately 5,920 square feet for
storage, 1,000 square feet for a Student Commons area and the balance primarily for additional
teacher workspace and conference rooms
1. Capacity
The capacity of the elementary school is 600 students.
2. School Sites
The elementary school site is based on the NC Public School Facility Standards which
requires an elementary school to have a minimum of ten usable acres plus one usable acre
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per each 100 average daily membership (ADM). The minimum school site for a 600
student elementary school is 16 acres
Consideration is to be given to community use of the facility and recreational facilities
which could possibly increase the size of the school site.
3. Classrooms and Associated Storage
A. Regular Classrooms
Basic School - 26,400 sq. ft.
Tier A - Add 1,200 sq. ft.
Tier B - Add 3,800 sq. ft.
Classrooms are based on the following number of students:
• Kindergarten through Third Grade •. 23 students per classroom
• Fourth and Fifth Grades - 26 students per classroom
Local Basic Standard NC Public School Facility
(Sq. Ft) Standards (Sq. Ft).
Kindergarten (4 rooms) 1,200 1,200
Grades I - 3 (13 rooms) 1,200 1,000 - 1,200
Grades 4 - 5 (8 rooms) 1,000 850 -1,000
Total square footage for regular classrooms in the Basic School is 26,400 square feet.
Tier A includes 1,200 square feet for additional storage in the classroom which would
allow classrooms to be used for afterschool programs. Other storage space for afterschool
programs is included in the multi- purpose /physical education section of this report.
Additional classroom storage is included in Tier B. The total amount of additional
storage space is 3,400 square feet. Small project rooms for grades 4 and 5 are also
included in this tier, adding 400 square feet.
B. Pre - School Area Basic School -1,700 sq. ft.
Classroom size for children ages three and four is recommended by the State to be 1,200
to 1,400 square feet. The standards adopted by the Board of County Commissioners
includes 1,700 square feet for this area.
C. Special /Exceptional Children Basic School - 4,800 sq. ft.
Speech /Language Tier B - Add 850 sq. ft.
Programs for exceptional children vary greatly, depending on local factors. Tire State
suggests a minimum of 100 square feet be provided for each student
Page 2
The adopted standards include the following space for the Basic School for
special /exceptional speech/language education:
Academically Gifted Classroom 900
Speeclr/Laagmage Rooms 500
Learning Disabilities Classroom 2 rooms at 500 sq ft. each
PIA Classroom 1,200
BEH 1,200
Additional space included in Tier B includes: storage for the Learning /Disabilities
classroom (200 square feet) and for the speech/language classrooms (100 square feet).
Offices for the Speech/Languages teacher are included in this tier adding .300 square feet
to the school An office area totaling 250 square feet is included for the Leaning
Disabilities program.
4. Art Education and Music Basic School - 2,400 sq. ft.
Tier B - Add 450 sq. ft.
The following table compares the local adopted standards for a Basic School with the
Standards established by the State Department of Public Instruction:
Local Basic NC Public School Facility
Stanrards (Sq. Ft) Standards (Sq. Ft).
• General Music 1,000 850- 1,000
• Music Library 200
• Music Office 0 150
Art Room 1,400 1,000 - 1,400
Creative Movement in multipurpose room 1,800 - 2,000
Tier B includes 450 additional square feet for art storage (250 square feet) and music
storage (200 square feet).
5. Physical Education Basic School 5,050 sq. ft.
Tier A - Add 200 sq. ft.
In addition to the space outlined in the table below, the NC Public School Facility
Standards state that K -6 indoor physical education areas should also include additional
square footage for an office, storage and toilets for boys and for girls.
Page 3
6.
7
Local Basic NC Public School Facility
Standards (Sq. Ft) Standards (Sq. Ft).
maltipmposc/Inrloor 3,600 3,600
PE
PE Storage 200 included in standards but amount of
required space not specified
Stage 800 included in standards but amount of
required space not specified
Stage Storage 450
Tier A includes additional storage space totaling 200 square feet for afterschool storage.
Media Center Basic School - 4,200 sq. ft.
The State provides that the school's media center should be located on the ground floor,
be a single story and be convenient to all learning areas of the school. The capacity of the
center should be 10% of the membership of the school (60 students.) The following table
compares the State Public School Facility Standards with the local adopted standards.
Local Basic NC Public School Facility
Standards (Sq. Ft) Standards (Sq. Ft).
Main Room 3,000 2,400 to 3,600
Support Areas 1,200 1,200
Computer Room not included 850-1,000
Video Production Room not included 300
Equipment Storage see storage _- 80
A computer room is not included in the Basic School since technology is integrated into
the classrooms and space is provided in each classroom for computers.
Small Group/Resource Rooms Basic School - 1,350 sq. ft.
The State Standards require that one or more small group classrooms be provided for
remediation, conferences, guidance, testing, etc for groups of up twelve individuals.
Local Basic Standards NC Public School Facility
Standards
Rennediatiou 3 rooms at 450 sq. ft each at least one room at 450 sq. ft.
/Resource Labs
Page 4
8. Administration Basic School - 1,650 sq. ft.
Tier B - Add 300 sq. ft.
The following table compares the State Standards to the local adopted construction
standards.
Local Basic Standards NC Public School Facility
(Sq. Ft) Standards (Sq. Ft).
Principal's Office
200
200
Assistant Principal
150
150 sq. ft pet office
Reception Area
400
400
Secretary
150
150
SIMS K-5
150
120
Workrooni/Storage
200
200
Conference Roont
200
200
Record Storage
100
100
General Storage
100
100
Tier B includes larger room sizes for the principal's office (50 square feet), for the
reception area (100 square feet), a Iarger conference room (50 square feet) and additional
storage above the State guidelines (100 square feet).
9. Student Support Areas Basic School -1,100 sq. ft.
Tier B - Add 100 sq. ft.
This general area includes counseling rooms, guidance rooms, and health services. The
State suggests that schools with more than one guidance counselor will need additional
space.
Local Basic NC Public School Facility
Standards (Sq. Ft) Standards (Sq. Ft).
Guidance Roonts/Faniily 400 450
Specialists
Counselor Office 300 150 each office
Other Student Services 200 200
Health Room 200 200
Tier B includes an office for the Health function (100 square feet).
Page 5
10. Staff Support Areas Basic School - 5,600 sq. ft.
Tier B - Add 2,400 sq. ft.
The State recommends that combined or shared space for teacher's offices /workspace be
provided. There should be at least one centralized workroom that houses equipment such
as the copy machine, duplicator, specialized computers, etc. The size of the lounge area is
determined by the building plan and faculty size. The lounge should provide limited
kitchen facilities.
Local Basic NC Public School Facility Standards
Standards (Sq. Ft).
Teachers' The State requires that for grades K -3,
Workrooms: 100 to 125 square feet be provided for
teacher offices /workspace. For grades 4
and above, 80 to 100 square feet per
teacher is required.
• Ifindergarten 300
• Grades 1,2,3 900
• Grades 4,5 600
Additional Teacher 500
Workspace/Offrces
Teachers' 1,000 required but size varies
Louuge/Workarea
Itinerant Support 300 300
Tier B includes additional workrooms for the kindergarten level (300 square feet), one
conference room per grade level (1,500 square feet), a general conference room (200
square feet) and a speech/language conference room (400 square feet).
11. Cafeteria /Food Service Basic School - 4,500 sq. ft.
Tier B - Add 200 sq. ft.
The State uses a formula for determining the appropriate size for the dining room and
kitchen area. The dining area should provide between I2 and 14 square feet per pupil
dining Based on three seatings, the size of the dining room should be at least 2,400
square feet and 2,800 square feet. The kitchen space is based on the number of meals
served. A kitchen preparing 500 meals should be at least 1,518 square feet.. A kitchen
Page 6
preparing 750 meals should be at least 1,938 square feet. The adopted standards include a
dining area of 2,400 square feet and a kitchen/serving area of 2,100
Tier B includes additional storage for tables and chairs totaling 200 square feet.
12. Miscellaneous /Commons Basic School - 13,00 sq. ft.
Tier B - Add 1,855 sq. ft.
This area includes miscellaneous space such as additional storage, book storage and
School Commons area. In addition, this area includes additional toilets which are
required by the State Facility Standards but are calculated as part of the overall
circulation multiplier which is applied to the total square footage (see next section).
Local Basic Standards NC Public School Facility
(Sq. Fi) Standards (Sq. Ft).
Boolr Storage 800 800
Tier B includes a Commons area (1,000 sq ft.) and toilets which are calculated over and
above the circulation factor of .33 percent.
13. Circulation
A multiplier of 33 percent is included for space such as storage, mechanical rooms,
hallways, toilets, walls, etc. The multiplier is applied to the total square footage of the
Basic School plus each additional level.
14. Cost Per Square Foot
For planning purposes, building costs are calculated based on $90 per square foot for
construction.
Middle School
The total square footage of the Basic School, as outlined in this section of the report, is
approximately 113,400 square feet. There are two added to the Basic School... Tier A includes
increased space for the afterschool programs, increasing the square footage by a total of 1,620
square feet The remaining tier includes nearly 17,200 square feet of which a large portion is for
special project rooms, additional commons space and additional teacher workspace
Page 7
1. Capacity
2.
3.
The capacity of the middle school is 700 students
School Sites
The middle school site is based on the NC Public School Facility Standards which
requires that a middle school have a minimum of 15 usable acres plus one usable acre per
each 100 average daily membership (ADM). Therefore the minimum school site for a 700
student middle school is 22 usable acres.
Classrooms and Associated
Storage
Basic School - 32,500 sq. ft.
Tier B - Add 2,550 sq. ft.
The Basic School includes classrooms at the upper end of the range provided by the State
Department of Public Instruction. The larger classrooms allow technology to be
integrated into the classrooms Regular Classrooms are based on 1,000 square feet per
classroom, science classrooms and Exceptional Education Classrooms are each 1,200
square feet per classroom., The Resource Rooms for Exceptional Education include two
small rooms at 450 square feet each and two larger rooms at 600 square feet each..
Local Basic Standards (Sq. NCPublic School
F1) Facility Standards (Sq.
Regular Classrooms (22) 22,000 18,700 - 22,000
Science Classrooms (6) 7,200 6,000 - 7,200
Exceptional Education 1,200 100 sq. ft. per student
Classroom
Exceptional Education 2,100 450 sq ft per room
Resource Roonas (4)
Total square footage for regular classrooms, science classrooms and exceptional
education classrooms and resource rooms in the Basic School is 32,500 square feet_
Included in Tier B for the middle school is 300 square feet additional storage. In addition
three 750 square feet student project rooms (one for each grade level) provides space for
students to work on special projects
Page 8
4. Art Education /Music /Creative Movement
and Theater Arts Basic School •. 9,600 sq. ft.
Tier B - Add 1,130 sq. ft.
The following table compares the Local basic standards for a Basic School with the
Standards established by the State Department of Public Instruction. Note that the Stage
is to be built as part of the cafeteria. A separate auditorium is not included in the Basic
School The State Standards provides that, if programming allows, the instrument and
vocal music rooms can be combined.
Local Basic Standards NC Pnnblic School Facilio,
(So. F6 Standards (So. Ft).
• Instrument Music
1,500
1,000 to 1,200
• Vocal Music
1,200
1,000 to 1,200
• Electronic Music
not included in Tier A
0
• Practice Roonis
not included in Tier A
0
• Instrument Storage
included as part of
Should be provided but space
circulation/classroom
amount not specified
Visual Arts Room
1,500
1,200 to 1,500
Creative Movement
1,800
4,000 (includes stage)
Theater Arts
1,800
1,800 to 2,000
Stage and Stage Storage
1,800
4,000 includes lobby
Tier B includes one large practice room (200 square feet) one small practice room (80
square feet), wardrobe storage (450 square feet) and one electronic music room (400
square feet). If an auditorium was added, additional square footage would be required.
5. Physical Education Basic School 12,000 sq. ft.
Tier A •• Add 1,200 sq. ft.
Tier B - Add 500 sq. ft.
The State standards for physical education do not specify the amount of square footage
for physical education. The Standards do require a minimum court area for the
gymnasium of least 42 feet by 74 feet with six feet on each side of the court and eight feet
on each end of the court for safety. The gymnasium should include dressing and shower
areas, offices and some storage, Assembly and spectator use may require increased size.
Page 9
L.ockerRooms (2)
Offrce
Weight room
Storage
Health Classroom
Local Basic Standards NC Public School Facility Standards
7,200
2,400
see note above
to be provided although space not
defined
500
900 not required for a middle school
100 required but amount not specified
900
Tier A provides additional space that would allow after school use This includes a multi-
purpose room (900 sq. ft.) plus additional storage (300 sq. ft.). Included in Tier B is a
larger gymnasium (300 sq. ft ) and additional storage (200 sq. ft..)
6. Media Center
Basic School - 5,640 sq. ft.
Tier B - Add 60 sq ft.
The State provides that the school's media center be located on the ground floor, be a
single story and be convenient to all learning areas of the school. The capacity of the center
should be 10% of the membership of the school (70 students ). The following table compares the
State Public School Facility Standards with the local adopted standards.
Local Basic
Standards (Sq.
WorkroontlOffrce
600
Storage:
• Periodical
200
• Audio Visual
90
Audio Visual Equipment
250
Conference Room
200
Professional Library
200
Telecommunications Room
100
NC Public School Facility
Standards (Sq. Ft).
2,800 to 4,200
Total support area is 1,880
Tier B includes additional storage for periodicals (50 square feet) and for audio visual
(10 square feet).
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7. Parent /Community Center Tier B - 400 sq. ft.
0
Space identified by the Schools dedicated for use by parents and the community is
included in Tier B. The State does not require this space.
Administration
Basic School -1,800 sq. ft.
Tier B - Add 50 sq. ft.
The following table shows the space included in the Basic School for Central
Offices /Administration:
Local Basic NC Public Sc /tool
Standards (Sq. Ft) Facility Standards (Sq.
Principal's Office
200
200
Assistant Principal (2)
300
150 sq. ft.. each
Reception Area
300
400
Clerical
200
150
SIMS K -S
150
120
WorkroondStorage/Mailroonn
250
200
Conference Roonn
200
200
Record Storage
200
100
Tier B includes additional space for clerical /office management staff (50 sq. ft ).
9. Student Support Areas
Basic School -1,000 sq. ft.
Tier B - Add 1,450 sq. ft.
This general area includes counseling rooms, guidance /family specialists rooms, and
health services. The State standards state that schools with more than one guidance
counselor will need additional space.
Guidance RooinslFan!
Specialists
• Counselors Of
• Other Of
11ces
• Conference Room
Health Room
Local Basic NC Public School Facility
Standards (Sq. Ft) Standards (Sq. Ft).
Page 11
450 150 each counselor
150 varies
200 varies
200
200
Tier B includes a Peer Advisor /Conflict Mediator's Room (200 sq ft.), counselors'
offices larger than the 150 square feet required (150 sq ft.), a reception/waiting area (100
sq. ft.), additional group counseling area (250 sq. ft), additional testing /conference area
(I00 sq. ft ), offices for psychologist, social worker and speech therapist (150 sq. ft.), an
office for the nurse (150 sq ft.), and additional health space including additional space
for a cot area, reception area and toilet in the health suite (350 sq ft) One toilet is
required but is included in the overall circulation of the building.
10. Staff Support Areas Basic School - 3,800 sq. ft.
Tier B - Add 2,000 sq. ft.
The State recommends that combined or shared space for teacher's offices/workspace be
provided There should be at least one centralized workroom that houses equipment such
as the copy machine, duplicator, specialized computers, eta The size of the lounge area is
determined by the building plan and faculty size. The lounge should provide limited
kitchen facilities. Included in the Basic School is one workspace for each grade (450 sq.
ft. each) and a teacher's lounge (450 sq. ft). Tier A includes additional workspace for
teachers, including offices and conference rooms. Tier B includes additional conference
rooms and teacher workspace. Note that the square footage for Tiers I and 3 are based on
the space identified for the professional staff for the elementary school..
Local Basic NC Public School Facility Standards
Standards (Sq. Ft).
Teachers' Workrooms: 1,350 For grades 4 and above, 80 to 100 square
feet per teacher is required.
Teachers' 450 required but size varies according to the
Lounge/Workarea facility and other additional space.
Tier A includes additional offices and workspace for teachers totaling 2,000 square feet.
Tier B includes additional workrooms, offices and conference space.
11. Cafeteria /Food Service Basic School - 5,240 sq. ft.
Tire State uses a formula for detennining the appropriate size for the dining room and
kitchen area The dining area should provide between 12 and 14 square feet per pupil
dining. Based on three Beatings, the size of the dining room should be at a minimum
2,400 square feet to 2,800 square feet. The kitchen space is based on the number of meals
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served. A kitchen preparing 750 meals should be at least 1,938 square feet. The Local
basic standards for the Basic School includes a dining area of 3,300 square feet and a
kitchen/serving area of 1,940 square feet.
12. Miscellaneous /Commons Basic School - 3,400 sq. ft.
Tier B - Add 1,855 sq. ft.
This area includes miscellaneous space such as additional storage, receiving area, book
storage and School Commons area.
Local Basic Standards NC Public School Facility
(Sq. Ft) Standards (Sq. Ft).
Custodial /Book 900
Storage
Book Storage 800
Student Commons 1,500 1,500
Tier B includes a larger activities lobby (500 sq ft.) and three academic house centrums
at 1,000 square feet each (total 3,500 sq.. ft.).
13. Circulation
A multiplier of .35 percent is included for space such as storage, mechanical rooms,
hallways, toilets, walls, etc. The multiplier is applied to the total square footage of the
Basic School plus each additional level. A larger circulation factor than the factor used
for an elementary school is necessary for a middle school due to the more complex nature
of the facility (laboratories, additional plumbing, etc,) and additional space needed for the
hallways (student lockers)
14. Cost Per Square Foot
For planning purposes a cost of $95 per square foot for construction is to be used
Other Facility Considerations
Technology
Technology for new school construction projects should include funds for the installation of
cabling network within the school. The network should be designed to accommodate voice, data
and video educational requirements. Realizing that specifics for the technology infrastructure
Page 13
may differ depending upon user needs a cost allowance as suggested by the Department of Public
Instruction of $1.75 per building square foot should be used.
Equipment such as computers, file servers, printers, telephones, copiers, facsimiles, and video
recorders should also be included in the budget. For planning purposes, an estimate of $4.00 per
square foot is to be used
Energy Efficiencies
An approved industry standard that measures energy use is the British Thermal Unit (BTU).
Electric and natural gas consumption can easily be converted into BTUs and comparative
analysis can be developed. Today's energy efficient schools should operate in the range of
40,000 to 50,000 BTU per square foot. This range allows for computer equipment in classrooms
and after hour use of facilities. If an energy usage target is established for construction of new
schools, the planners have the flexibility of specifying the mix of mechanical systems, chillers,
daylighting techniques, roofing systems, insulation, energy management systems, etc to achieve
the agreed upon energy goal. An integral part of the equipment specification process includes the
development of life cycle cost analysis data regarding the proposed equipment.
The energy BTU goal and life cycle cost analysis should be a required amendment in the contract
between the school system and architect/engineer. Other recommendations in this area include:
(I)all classrooms should have exterior exposure with windows; and (2) heating and cooling
systems should be easily interchangeable.
Site Issues
The property size of new schools should at a minimum follow established recommendations
from the Department of Public Instruction These are:
Elementary School 10 usable acres plus I usable acre per 100 students
Middle School 15 usable acres plus I usable acre per 100 students
High School 30 usable acres plus 1 usable acre per 100 students
School systems should actively pursue partnering agreements with tine towns and the County
Parks and Recreation Departments, private developers, and businesses in an effort to maximize
shared facilities.
Other site considerations include:
1. Landscaping and buffers should be included in all school plans.
1 Athletic fields at the high school and middle school level should be equipped with
irrigation systems. At a minimum, irrigation should be installed on the primary
Page 14
event field. Additionally, water should be available for plants and grass in the
immediate vicinity of the buildings.
i. Covered walkways should be provided at the student drop. off areas, main
entrances, and bus loading areas
4 Adequate parking for staff and visitors should be provided. The following
minimum recommendations are made regarding the size of parking facilities at
new schools:
Capacity Parking Spaces
Elementary School 600 100
Middle School 700 120
Materials
Construction materials should be selected based on low maintenance and high durability The life
cycle of each new school is a minimum of 50 years,
Page 15
Elementary School
Capacity 600 Students
16
Basic
Additions to Basic
School
Total
School
Tier A
Tier B
Classrooms and Associated Storage
34,100
1,20D
4,650
39,950
Regular Classrooms (25)
26,400
1,200
3,400
31,000
Small Project Rooms (Grades 4 & 5) (2)
400
400
Science Project Room (1)
1,200
1,200
Pre- School Area (1)
1,700
1,700
Special /Exceptional Children /Speech
Language (7 rooms)
4,800
850
5,650
Art Education and Music
2,400
450
2,850
Physical Education
5,050
200
5,250
Media Center
4,200
4,200
Small Group Resource Rooms
1,350
1,350
Administration
1,650
300
1,950
Student Support Areas
1,100
100
1,200
Health
200
100
300
Counseling
900
900
Staff Support Area
5,600
1,400
7,OOD
Teachers' Offices/Workrooms
4,300
300
4,600
Conference Rooms
500
500
General Conference Room
200
200
Speech /Language Conference Room
400
400
Teachers' L:ounge/Workarea
1,000
1,000
Itinerant Support
300
300
Cafeteria /Food Service
4,500
200
4,700
Miscellaneous /Commons
1,300
-
1,855
3,155
Custodial General Storage
500
500
Book Storage
800
800
Student Commons
1,000
1,000
Additional Toilets above those
Calculated as part of "Circulation"
855
855
Subtotal
61,250
1,400
8,955
71,605
Circulation at 33% of Subtotal
20,213
462
2,955
23,630
Total Square rootage
81,463
1,862
11,910
95,235
16
Middle School
Capacity 700 students
17
Basic
Additions
to Basic School
Tier A
Tier B
Total
School
Classrooms and Associated Storage
32,500
2,550
35,050
Regular Classrooms (22)
22,000
300
22,300
Science Classrooms (6)
7,200
7.200
Exceptional Education Classroom
(1) /Resource Rooms (4)
.9,300
3,300
Student Project Rooms (3)
2,250
2,250
Art Education and Music (Cultural Arts)
9,600
1,130
10,730
Exploratories
9,000
1,000
10,000
Foreign Language Classroom
2,000
2,000
Career Explorations Lab and Resource
Room
1,000
1,000
Applied Technology lab and Resource
Room
3,500
3,500
Consumer Education Lab and Resource
Room
1,500
1,500
Computer Lab and Resource Room
1,000
1,000
Video Production Lab
1,000
1,000
Physical Education
12,000
1,200
Soo
13,700
Media Center
5,640
60
5,700
Parent /Community Center
400
400
Administration
1,800
50
1,850
Student Support Areas
1,000
1,450
2,450
Health
2000
500
700
Counseling /Guidance
800
950
1,750
Staff Support Area
3,800
2,000
5,800
Teachers' Offices /Wotkrooms
3,350
1,250
4,600
Conference Rooms (one per grade level)
750
750
Teachers' Lounge /Workarea
450
450
Cafeteria /food Service
5,240
5,240
Miscellaneous /Commons
3,400
3,600
7,000
Receiving Area
200
200
Book Storage /Central Supply Storage
1,700
100
1,800
Student Commons
1,500
1,500
Activities Lobby
500
500
Academic House Centrums (3 @1000 sq ft
each)
3,000
3,000
Suhtoral
83,980
1,200
12,740
97,920
Circulation at 35% of Subtotal
29,393
420
4,459
34,272
Total Square rootage
113,373
11 1,620
17,199
132,192
17
Estimated Cost of New Facilities
Elementary School
Capacity = 600 students
Square Footage
95,225
Square Ft per Student
1587
Construction Cost
Cost Per Square Foot
$ 90
$
8,570,250
Site Acquisition
Acres:
16
Average Cost Per Acre:
25,000
$
400,000
Site Development
As a percentage of Construction Cost
l0%
S
857,025
Fees
As a percentage of Construction Costs and Site Development
10%
942,728
Moveable Equipment
As a percentage of Construction Cost
5%
$
428,513
Technology
Cost per square foot
$ 8 25
$
'785,606
(includes cabling and equipment for voice, video and data distribution systems)
Construction Contingency As a percentage of Construction Cost and Site Development
5%
$
471,364
Start -Up Costs
Non Personnel One time start -up costs
Non Personnel Start Up - one time
$
330,000
350,000
Total
$
12,785,485
Middle School
Capacity = 700 students
Square Footage
132,192
Square Ft. per Student
188, 8
Construction Cost
Cost Per Square Foot
$ 95
$
12,558,240
Site Acquisition
Acres:
22
Average Cost Per Acre
25,000
$
550,000
Site Development
As a percentage of Construction Cost
10%
$
1,255,824
Fees
As a percentage of Construction Costs and Site Development
10%
1,381,406
Moveable Equipment
As a percentage of Construction Cost
5%
$
627,912
Technology
Cost per square foot
$ 8 25
$
1,090,584
(inchtdes cabling and equipment for voice, video and data distribution systems)
Construction Contingency
As a percentage of Construction Cost and Site Development
5%
$
690,703
Start - -Up Costs
Non Personnel Start Up - one time
$
350,000
Total
$
18,504,670
R
E
Orange County, North Carolina
Approved
April 20, 1999
Table of Contents
Background
Capacity_
School Sites
Interior Building Space Allocations
Classroom Standards
Media Center Standards
Physical Education Strout
Administration Standards
Student Support Areas Standards
Staff Support Areas Standards
Cafeteria/Food Service Stauda
Commons /Circulation /Entries /Building Support Standards
Cost per Square Foot
Other Facility Considerations
Technology Infrastructure
Energy Efficiencies
Materials
Appendices
Approved 4120199
1
1
1
2
3
3
3
4
4
4
4
5
5
5
5
Appendix A — Space Allocation /Square Footage Assignments (1,000 Student Capacity) 6
Appendix B - Space Allocation /Square Footage Assignments (1,500 Student Capacity) 9
Appendix C— Estimated Cost of New High School I2
Appendix D — Energy Efficiency in Public Schools 13
ra
High School Construction Standards
Background
Approved 4120199
In September 1997, the Orange County Board of County Commissioners convened a High School
Construction Standards Task Force. This six - member task force included two representatives from the
Board of County Commissioners and two representatives from each of the two School Boards,
Orange County Board of County Commissioners Moses Carey
Stephen Halkiotis
Chapel Hill- Carrboro City School Board Elizabeth Carter
Ken Touw
Orange County School Board Susan Dovenbarger
Rick Kennedy
In developing standards for future high school construction in Orange County, the task force used North
Carolina Department of Public Instruction (DPI) guidelines for a "typical high school'; space profiles for
East Chapel Hill High School; and information developed by Orange County Schools staff members. The
task force paid particular attention to:
• The ability to expand a new high school's capacity from 1,000 children to 1,500;
• Location of a new high school;
• Energy efficiency standards and day lighting; and,
• Cost control and construction management,
The task force agreed that the DPI guidelines were reasonable standards to use at the local level.
Appendices A and B include square footage standards as outlined by the State, modified to reflect local
needs as reconunended by the task force, DPI guidelines are viewed by the State as minimum space
requirements, and in many functional areas, Orange County standards allow for more space to provide
greater flexibility to meet the educational specifications that will be developed for any new high school's
program of instruction.
Capacity
The capacity of the Orange County standard high school is 1,000 students with the ability to expand to
1,500 students in future years as necessary,
School Sites
The March 1998 North Carolina Public School Facilities Guidelines report recommends a high school site
have a minimum of thirty usable acres plus one usable acre per each 100 average daily membership
(students). The minimum school site for a 1,000 - student high school is forty acres, and for a 1,500 -
student high school, it is forty -five acres.
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Approved 4120199
Minimum acreage refers to usable land, land that can be developed. Additional acreage should be
considered to account for areas that cannot be built upon, such as steep slopes, wetlands, rights -of -way,
easements, setbacks, buffers, or poor soils. Another reason to consider additional acreage is the need to
meet requirements imposed by local ordinances. Restrictions governing the ratio of land that can be
disturbed within a development and the permitted amount of impervious surface will affect the ultimate
size of the site. In addition, acreage for on -site parking needs should also be considered. Spaces should
be provided for all staff, itinerant specialists, and visitors. Parking should be provided for one -third or
more of the student population.
Community use of the facility and physical education fields could possibly increase the size of the school
site. For example, if a stadium and spectator parking are anticipated, an additional area often acres or
more may be necessary. The expanding number of high school athletic teams is another reason for a
larger school site. In addition to football and soccer teams, athletic facilities may also be required for
lacrosse and field hockey teams.
The Orange County high school standard profile cites a range of 40 -60 acres, to accommodate the
potential acreage additions that may be necessary because of specific site topography, configuration, or
athletic facilities.
Interior Building Space Allocations
1. Classroom Standards
The Orange County standards are within the ranges provided by the State Department of Public
Instruction and provide for technology to be integrated into the classrooms. Square footage for regular
classrooms allows for five computers and ranges from 850 to 950 square feet per classroom. Square
footage for other classrooms - science, exceptional children, arts education, and workforce
development - is based on the function that each serves. The narrative below provides additional
information not detailed in the Appendices.
Remediation and Resource Labs - One or more small - group classrooms should be provided for
remediation, conferencing, guidance, and testing for groups up to twelve. Some smaller rooms may
also be needed in addition to the 450 square foot rooms to allow for smaller group activities. Orange
County standards provide for 900 -1,800 square feet for this function, depending on the design capacity
of the high school.
Exceptional Education - Programs for exceptional children vary depending on local factors which may
result in spaces that are larger than the DPI minimum guidelines. Additional support spaces may be
necessary for exceptional education purposes depending upon the program. Specialized spaces, such
as cooking areas, toilets, bath/shower rooms, laundries, observation rooms, and special equipment to
accommodate certain disabilities may be required. Orange County standards provide for 1,250 -3,300
square feet for this function, depending on the design capacity of the high school.
Instrumental and Vocal Classrooms - The State Department of Public Instruction facility guidelines
indicate that their square footage guidelines for both the Instrumental Classroom and the Vocal
Classroom/Music Library may be small. Some references recommend 10 -18 square feet per singer for
Vocal Rooms (more if choreographed) and 25 -35 square feet per student for Instrumental Rooms.
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Approved 4120199
Class sizes for these programs are often large; 40 -80 students or more is not unusual. The Orange
County standards provide for a range of 2,800 -3,600 square feet for these classrooms.
Dance Classroom - Dressing rooms and access to showers for dance students are desirable in high
schools. If located adjacent to the gymnasium locker rooms, this space can be combined. 1,800 -2,000
square feet are included in the Orange County standards for this function.
Workforce Development - Facilities for high school Workforce Development programs are often large,
extensively equipped, and more expensive than regular classrooms because of their similarity to
industry. Square footage included in the appendix indicates the guidelines as outlined by DPI. A
basic high school vocational education program must offer at least three of the workforce development
programs. Many high schools offer all seven programs including agricultural, health occupations,
business, family and consumer sciences, marketing, technology, and trade and industrial. The number
and types of laboratories depend on local factors. More than one laboratory for a program such as
family and consumer sciences education may be necessary in larger schools. Another factor to
consider is the co -use of the darkroom of a school. A larger -than- standard darkroom with additional
storage could serve art and science programs as well as workforce development programs. The
Orange County high school standards assume that all seven programs may be provided. Space is
allocated for each, with the total ranging from 10,750 to 16,100 square feet.
2. Media Center Standards
The capacity for the media center of the school should be ten percent of the average daily membership
of the school. State guidelines recommend that the media center be located on the ground floor, be
single story, and convenient to all learning areas of the school. Minimum support areas include
offices, work/production rooms, conference rooms, periodical storage, audiovisual equipment storage,
and spaces for professional collections. State guidelines recommend that the media center's location
should not preclude future expansion of the facility. Orange County standards provide for 7,740 to
8,740 square feet for this function, depending on the design capacity of the high school.
3. Physical Education Standards
The State square footage guidelines for high school physical education facilities vary. Orange County
gymnasium standards include space for two play courts, spectator seating, dressing, and shower areas,
storage, and a lobby. Showers should be available for both physical education and athletic programs.
In addition to the main gymnasium, Orange County standards provide for an auxiliary gym of 6,500
square feet in the 1,500 student profile, in keeping with DPI recommendations to incorporate this
space for high schools with 1,200 or more students.
4. Administration Standards
The size of the Central Office will vary according to staffing. Partition construction should allow for
flexibility of recommended space. Orange County high school standards provide for a range of 2,200-
2,350 square feet for administration.
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Approved 4120199
5. Student Support Areas Standards
The State provides space guidelines for smaller high schools with one guidance counselor. Larger
schools require additional counselor offices, and 3 or 5 offices are included in the 1,000 and 1,500
student Orange County high school profiles, respectively. The reception area may need to be
expanded to handle the number of students who may use catalogs and other materials in the guidance
center. Areas designated for other student services may house social workers, psychologists, or other
health professionals. Overall student support space ranges from 1,550 to 1,850 square feet.
6. Staff Support Areas Standards
DPI recommends combined or shared office and workspace areas for teachers. This provides for more
efficient and flexible use of offices and workspaces. Guidelines state that efficiency can be
significantly enhanced by providing teacher office /planning areas in an area separate from but near to
the classroom. By providing a separate space for planning, telephoning, and other work, classrooms
are available for all periods of the day. In addition, workspace should be provided for instructional,
lab, and clerical teacher assistants. One office /workspace per projected itinerant teacher plus an
appropriate number for volunteers and student teachers is recommended. One or more centralized
workroom(s) is /are recommended for copy machines, specialized computers, and other equipment and
supplies that are not typically located in teacher offices /workspaces. Faculty size and building layout
will detennine the size and number of lounges. It is recommended that limited kitchenette facilities be
included in each lounge. Orange County standard profiles provide for a range from 4,760 to 8,433
square feet for staff support space, depending on the school's design capacity.
7. Cafeteria /Food Service Standards
The minimum guidelines for nutrition facilities are based on a traditional program that includes full -
service kitchen and seating to accommodate the entire student body in shifts. Dining room area may be
reduced for schools with open lunch policies, although this is not assumed in Orange County
standards. The dining area size is determined by dividing the number of participating children by the
number of seatings multiplied by the square footage per pupil (size = ADM / number of seatings x
square foot per pupil). For the Orange County standards, three seatings are assumed for the 1,000 -
student high school while four seatings are assumed for the 1,500- student school.
8. Commons /Circulation /Entries /Building Support Standards
This area includes corridors, stairs, school commons areas, entries, mechanical areas, and storage.
Corridors receive a high volume of traffic during class changes. Wide, generous corridors of 12 feet
significantly enhance safety and security. Commons, not corridors, should be designed as the social
center for students. Location and design of commons areas are more important than size. Bus rider
entries and automobile rider entries should receive equal attention. DPI square footage guidelines for
building support areas vary from school to school. For Orange County standards, a larger allowance
for circulation and building support is provided at the high school level than at the elementary (33 %)
or middle school (35 %) level. The high school profile allows 45% of other building square footage
for these functions.
0
Approved 4120199
Cost per Square Foot
$110 per square foot for construction is the 1998 assumed cost of high school construction. Prevailing
market factors, inflationary impacts, and the use of alternative design such as the unitary systems
approach should be factored in, as appropriate for future high school planning.
Other Facility Considerations
1. Technology Infrastructure
The State Department of Public hnstruction encourages school systems to install up -to -date technology
infrastructure for use by all students, faculty, and staff.. When funds are not available for the
installation of complete systems, the State recommends that school systems provide empty conduits
and cable trays. In addition, space should also be allocated for local and wide area networks, file
servers and other equipment. Wiring closets may be replaced with filler -optic cable. This may be a
more cost efficient manner to provide connectivity.
For planning purposes, the Department of Public Instruction suggests a cost allowance for technology
infrastructure of $8.25 per building square footage. This is consistent with the construction standards
adopted for elementary and middle schools in Orange County,
2. Energy Efficiencies
During the planning process, special attention should be given to creating fiscally sound energy
efficiencies. Ways to achieve this include:
• Choosing efficient lighting systems and energy management controls,
• Considering solar orientation, earth integration, and plantings and landscaping in
siting the facility,
• Selecting energy efficient heating, ventilation, and air conditioning systems; and
• Exploring solar energy including day lighting and passive solar heating.
Life cycle cost analyses should be used when choosing energy systems. Appendix D provides further
detail as presented by the County Engineer to the High School Construction Standards Task Force.
3. Materials
Construction materials should be selected based on low maintenance and high durability. The
presumed life cycle of each new high school is a minimum of fifty years.
VA
Approved 4120199
High School Construction Standards Appendix A
Space A 11ccatkWSquam FooW A ssignnB& (1,000 Student Capacity)
1000 student capacity
Square Footage
Total Square Ft
From
To
# rooms
From To
Classrooms
Regular classroom with 5 computers
850
950
22
18,700
20,900
Sub Tow1
1 18,7001
20,900
Sce7x Labs, Prep and Storage _
Physical Science
1,200
1,200
1
1,200
_1,200
Biology
1,200
1,200
_
2
2,400
2,400
Physics
1,200
1,200
1
1,200
1,200
Earth Science
1,400
1,400
1
1,400
1,400
Chemistry
1,500
1,500
1
1,500
1,500
Storage /Prep Rooms (Biology, Chemistry, Physics)
250
per 2 labs
2
500
500
Sub Total
8,200
8,200
Remediation & resource labs
4501 450
1
450
450
Suh,Total
450
450
Excepdoraal Children
Exceptional Children Self- Contained (8 to 12 student
ca aci )
800
1,200
1
800
1,200
Exceptional Education Resource Room (for groups up to
12
450
450
1
450
450
Sit &Total
1,250
1,650
Ait Ecbication
Instrumental Classroom w/ lockers
1,800
2,100
1
1,800
2,100
Vocal Classroom
1,000
1,500
1
1,000
1,500
Instrument storage room
400
600
1
400
600
Music Library
200
200
1
200
200
Instrument Repair
150
150
1
150
150
Office (each)
150
150
1
150
150
Uniform Storage
400
600
1
400
600
Practice Room
55
60
1
55
60
Ensemble Practice Room
150
200
1
150
200
Visual Arts Classroom
1,200
1,500
1
1,200
1,500
Kiln/ClayStorage
40
60
1
40
60
Art Material Storage
80
150
1
80
150
Theater Arts Classroom
1,8001
2,000
1
1,800
2,000
Theater Arts Auditorium
8 /seat; capacity 1/3
to 1/2 ADM
333 to 500 seats
2,667
4,000
Stage, Storage & Dressing Rooms
3,000
5,000
1
3,000
5,000
Light, Lock Vestibule, Lobby, Concession
8001
2,000
1
800
2,000
Dance Classroom (including storage)
1,8001
2,000
1
1,800
2,000
StrbTotal
15,692
22,270
Approved 4120199
High School Construction Standards Appendix A
SpaceAllocatwn /SgteareFootageAssi 1,000 Student Capacity)
1000 student ca aci
Square Footage Total Square Ft
From To e rooms From To
Workfrntr Dez4ffrru
-.. -..- -.- -
Agricukrral Education
2,500 3,000 1 2,500 3,000
Business Education
11200 1,400 1 1,200 1,400
Family and Consumer Sciences Education
1,400
2,000
1
1,400
2,000
Health Occupations
2,000
2,500
1
2,000
2,500
Marketing Education (including store)
1,500
2,000
1
1,500
2,000
TechnologyEducation
1,300
2,200
1
11300
2,200
Trade and Industrial Education
850
.3,000
1
850
3,000
Sub, Total
10,750
16,100
Media Center
5 sq ft per ADM
---
1
5,000
5,000
Main Room
2,000 2,000
1
2,000
2,000
Support Areas
400 400
1
400
400
Video Studio
Control/Editing
260 260
1
-1-80-80
260
260
Equipment Storage
80 80
Sub,Tota!
7,740
_ 7,740
Physical Education
Gymnasium Play Area
2 play courts 62 x 100 coon 12,400 12,400
Spectator Seating
400 per 500 per 4,000 5,000
100 seats 100 seats
Gymnasium Dressing, Shower, Storage, Lobby
3,000 3,000
Wrestling (competitive)
3,000 3,000 1 .3,000 3,000
Resistive Exercise (weight lifting)
2,000 3,000 1 2,000 3,000
recommended for high schools with 1,200 or more students
Auxiliary Gymnasium
SI!IrTOWI
24,400 26,400
Administration
Principal's Office
200
200
1
200
200
Assistant Principal (each)
150
150
2
.300
300
Reception Area
400
400
1
400
400'.
Secretary
150
150
2
300
300
SIMS 9 -12
200
200
1
200
200
Other Student Services
200
200
1
200
200
Workroom/Storage
200
200
1
200
200
Conference Room
200
200
1
200
200
Record Storage
100
100
1
100
100
General Storage
100
100
1
loor
100
Sub, Taal
2,200
2,200
Approved 4120199
High School Construction Standards Appendix A
S azAllorutimVS uaiFoota Ass' 1,000 Sta&d Ca aci
1000 student ca paci�
Square Footage
Total Square
Ft
From
To
# rooms
From
To
Student Support Areas
Guidance
300
300
1
300
300
Reception/ Career Center
400
400
1
400
400
Counselor Office
150
150
3
450
450
Other Student Services
200
200
1
200
200
Health Room & Toilet
2001
200
1
200
200
Sr 1yTom
1,550
1,550
Staff Support Areas
Group Teacher Office /Planning (per teacher)
100
45
.3,600
4,500
Special Assistant/ Itinerant Teacher Office /Workspace (per
100
7
560
700
teacher)
Workroom
800
1
300
800
Lounge
1,.333
1
300
Srub,Tatal
4,760
Cafeteria /Food Service
Dining Room Seating Area (square feet per' pupil) assumes 3
[-7T:5
20
.33.3
4,667
I
seatings
Serving (20% - 25% of dining area)
933
Kitchen (assumes 1,5001unches served for' 1,000 capacity)
2,880
1
2,880
,
Sub,Tota)
8,480
11,213
TourlAssigraiSperce
104,172
126,007
Commons /Circulation /Entries /Building Support (45 %)
6,703
46,877
56,703
Total Building Area
151,049
? 182,710
Total Squar Fe t per Student
1511 183
E
Approved 4120199
High School Construction Standards Appendix B
Space Alloratio n/SgtiamFootageAssignnrn rtr (1,500 Studea Capacity
1500 student capacity
Square Footage
Total Square Ft
From
To
k rooms
From
To
Classrooms
Regular classroom with 5 computers
850
950
40
33,575
37,525
Suh,Tawa
33,575
37,525
Science Labs, Pzrp and Storage
Physical Science
1,200
1,200
3
3,000
3,000
Biology
1,200
1,200
4
4,200
4,200
Physics
1,200
1,200
1
1,200
1,200
Earth Science
1,400
1,400
1
1,400
1,400
Chemistry
1,500
1,500
3
3,750
3,750
Storage /Prep Rooms (Biology, Chemistry, Physics)
250
per 2 labs
4
875
875
SulrTotal
14,425
14,425
Remediation & resource labs
4501
4501
4
1,800
1,800
SztlyTaal
1,800
1,800
Exceptional C ddmn
Exceptional Children Self-Contained (8 to 12 student
ca aci
800
1,)00
2
1,600
2,400
Exceptional Education Resource Room (for groups up to
12
450
450
2
900
900
Sub,Total
2,500
3,300
A its Education
Instrumental Classroom w/ lockers
1,800
2,100
1
1,800
2,100
Vocal Classroom
1,000
1,500
1
1,000
1,500
Instrument storage room
400
600
1
400
600
Music Library
200
200
1
200
200
Instrument Repair
150
150
1
150
150
_
Office (each)
150
150
1
150
150
Uniform Storage
400
600
1
400
600
Practice Room
55
60
1
55
60
Ensemble Practice Room
150
200
1
150
200
Visual Arts Classroom
1,200
1,500
1
1,200
1,500
Kiln/ Clay Storage
40
60
1
40
60
Arc Material Storage
80
150
1
80
150
Theater Arts Classroom
1,800
2,000
1
1,800
2,000
_
Theater Arts Auditorium
8 /seat; capacity 1/3
to 1/2 ADM
500 to 750 seats
4,000
6,000
Stage, Storage & Dressing Rooms
3,000
5,000
1
3,000
5,000
_
Light, Lock Vestibule, Lobby, Concession
800
2,000
1
800
2,000
Dance Classroom (including storage)
1,800
2,000
1
1,800
2,000
SulrTotal
17,025
24,270
Approved 4120199
High School Construction Standards Appendix 8
Space AMxation /SEareFootageAssi'nnz?rus 1,500 Stzrderrr Ca achy)
1500 student capacity
Square Footage
I
Total Square Ft
From I
To
N rooms
From
-
To
Wakfrnte Dewlopmvrt
Agricultural Education
2,500
3,000
1
2,500
_ 3,000
Business Education
1,200
1,400
1
1,200
1,400
Familyand C onsumer Sciences Education
1,400
2,000
1
1,400
2,000
Health Occupations
2,000
2,500
1
2,000
2,500
Ma keting Education (including store)
1,500
2,000
1
1,500
2,000
TechnologyEducation
1,300
2,200
1
1,300
2,200
Trade and Industrial Education
850
3,000
1
850
3,000
Sub,Total
1
10,750
16,100
Media Center
Main Room
4 sq ft per ADM
1
6,000
6,000
Support Areas
2,000
2,000
1
2,000
2,000
Video Studio
400
400
1
400
400
Control/Editing
260
260
1
260
260
Equipment Storage
Sub,Total
80 80 1
80
8,740
80',
8,740
Physical Education
Gymnasium Play Area
2 play courts
62 x 100 court
12,400
12,400
Spectator Seating
400 per
100 seats
500 per
100 seats
6,000
7,500
Gymnasium Dressing, Shower, Storage, Lobby
4,000
4,000
Wrestling (competitive)
3,000
3,000
1
3,000
3,000
Resistive Exercise (weight lifting)
2,000
3,0001
1
2,000
3,000
Auxiliary Gymnasium
_ 6,500
6,5001
11
6,5001
6,500
SI&Total
33,900
36,400
Administration
Principal's Office
200
200
1
200
200
Assistant Principal (each)
150
150
3
450
450
Reception Area
400
400
1
400
400
Secretary
150
150
2
300
300
SIMS 9 -12
200
200
1
200
200
Other Student Services
200
200
1
200
200
Workroom/Storage
200
200
1
200
200
Conference Room
200
200
1
200
200
Record Storage
100
100
1
100
100
General Storage
100
100
1
100
100
Sub -Total
2,350
2,3501
12
Approved 4120199
High School Construction Standards Appendix B
StaceAllocatiays tare FootageAssig�v nts (1,500 RMckrrr Ca aci
—
1500 student ca aci
Square Footage
Total Squ are Ft
From To
rooms
From
To
Student Support Areas
Guidance
300
300
1
300
300
Reception/C.areer Center
400
400
1
400
400
Counselor Office
150
150
5
750
750
Other Student Services
200
200
1
200
200
Health Room &Toilet
200
200
1
200
200
SrrlrTatal
1,850
1,850
St<1ff Support Areas
Group Teacher Office / Planning (per teacher)
80
100
45
3,600
4,500
Special Assistant /Itinerant Teacher Office / Workspace (per
80
100
10
800
1,000
teacher)
Workroom
300
800
2
600
1,600
Lounge
300
1,333
1
300
1,333
Sub,Tb"
5,300
8,433
Cafeteria /Food Service
Dining Room Seating Area (square feet per pupil) assumes .3
14 20 550
7,700
11,000
seatin s
Serving (20% - 25% of d Wing area
1,540
2,750
Kitchen (assumes 2,000 lunches served for 1,500 capacity
4,398 4,398 1
4,398
4,398
StrizTotal
1.3,638
18,148
Total A ssignai Space
145,853
173,.341
Commons /Circulation /Entries /Building Support (45 0/.)
65,634
78,004
65,634
78,004
Total Building Area
211,487
251,345
Total Sq wr F &-t per Surclein
141
168
13
High School
Construction Standards
Appendix C
Estimated Cost of New High School
Student Capacity
Approved 4120199
Total Square Footage
1000
1500
Total Square
Ft
Total Square
Ft
From
To
From T
To
151,049
182,710
211,487
251,345
Cost Per Square Foot
$110
$16,615,381
$20,098,063
$23,263,554
$27,647,943
Acres
40
50
45
60
Average Cost Per Acre
$30,000
$1,200,000
$1,500,000
$1,350,000
$1,800,000
As a percentage of
Construction Cost
10%
$1,661,538
$2,009,806
$2,326,355
$2,764,794
As a percentage of
Construction Cost and Site
Development
10%
$1,827,692
$2,210,787
$2,558,991
$3,041,274
As a percentage of
Construction Cost
5%
$830,769
$1,004,903
$1,163,178
$1,382,397.
Cost Per Square foot $8,25 $1,246,154
lent for voice, video and data distribution systems)
$1,507,355
$1,744,767
$2,073,596
As a percentage of
Construction Cost and Site
Develo ment
5%
$913,846
$1,105,393
$1,279,495
$1,520,637
Non - personnel; one time start -up
costs
$399,927
$483,754
$559,946
$665,477
Total Estimated Cost
$24,695,346
$29,920,112
$34,246,330
$40,896,177
14
Energy Efficiency in Public Schools
Appendix D
Overview
Approved 4120199
The following outline of technologies, strategies, tools, and issues does not represent any new concepts
for school construction standards and financing policy makers. Rather, the emphasis here is to present
those concepts in a single simple document that indicates that creating fiscally sound energy efficiencies
and achieving real savings in energy and energy technology expenditures are a matter of planning and
balance.
Energy Savings Tools and Strategies
Energy Efficient Lighting - efficient lighting types (fluorescent, metal halide, high pressure
and Lighting Design sodium), proper lighting levels, lighting controls (occupancy sensors,
level controls, etc.), task lighting, multi -stage lighting, etc.
• Energy Management Controls - Thermostats, HVAC setback controls, etc.
• Siting - solar orientation, earth integration, plantings /landscaping
Energy Efficient Heating, Ventilation - High efficiency motors, fuel selection, system design,
and Air Conditioning zoning, thermal storage, heat reuse, natural convection
• Building Shell - color, thermal mass, insulation, location of windows, window glazing (diffusion,
high transmittance, etc.) interior and exterior reflectance, ceiling height
• Solar Energy - daylighting and passive solar heating
Important terms and concepts for developing energy savings strategies
Electrical Energy cost components - Peak demand charge, time of day rates, usage costs
• Energy use goal - The lowest target for or limit of a building's energy use (in British Thermal
Units [BTU's] per square foot per year)
=> Town of Chapel Hill Energy Ordinance sets goal at 30% less than NC State
Building Code requirements
US Department of Energy Building Energy Performance Standards range
from 36,000 BTU's per square foot per year for elementary schools to 50,000
BTU's per square foot per year for high school gymnasiums
• Energy use budget - The upper limit of building's energy use in BTU's per square foot per year
Life cycle cost analysis - The annualized cost of installing or constructing, operating and
maintaining any component or feature of building over its useful life or
some portion thereof deemed appropriate in analysis
15
SCHOOLS ADEQUATE PUBLIC FACILITIES
MEMORANDUM OF UNDERSTANDING
This Memorandum of Understanding is entered into this day of ,
200_, by and between the Town of Hillsborough, the Orange County Board of Education and
Orange County (the "School District').
WHEREAS, the portion of Orange County, served by the Orange County School System
has for the past decade been experiencing rapid growth in population; and
WHEREAS, this growth, and that which is anticipated, creates a demand for additional
school facilities to accommodate the children who reside within new developments; and
WHEREAS, the responsibility for planning for and constructing new school facilities lies
primarily with the Orange County School Board, with funding provided by Orange County; and
WHEREAS, Orange County, Hillsborough, and the Orange County School District, have
recognized the need to work together to ensure that new growth within the School District occurs
at a pace that allows Orange County and the School District to provide adequate school facilities
to serve the children within such new developments;
WHEREAS, the parties have worked cooperatively and developed a system wherein
school facilities are currently adequate to meet the needs of the citizens of the county and will
continue to maintain a Capital h-rvestment Plan (CIP) that is financially feasible and
synchronized with historical growth patterns;
NOW, THEREFORE, the parties to this Memorandum hereby agree as follows:
Section 1. The parties will work cooperatively to develop a realistic Capital Improvement
Plan for the construction of schools such that, from the effective date of this
Memorandum, school membership within each school level (i.e. elementary,
middle or high) does not exceed the following:
Elementary School 105% of Building Capacity
Middle School 107% of Building Capacity
High School 110% of Building Capacity
a. For purposes of this Memorandum, the tens "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
emolled (i.e. registered, regardless of whether a student is no longer
attending school) and making adjustments for withdrawals, dropouts,
deaths, retentions and promotions. Students who are merely absent from
class on the date membership is determined as a result of sickness or some
other temporary reason are included in school membership figures. Each
HADEPTS \SCHOOLS \S A P F OApproved Docs \apprMOUOCS062303 doc
year the School District shall transmit its school membership to the parties
to this agreement no later than five (5) school days after November 15.
Within fifteen (15) school days after receiving the school membership
calculations from the School District, the Board of County Commissioners
shall approve the School District's school membership calculations.
b. For purposes of this Memorandum, "building capacity" will be determined
by reference to State guidelines and the School District guidelines
(consistent with CIP School Construction Guidelines /policies developed
by the School District and the Board of County Commissioners) and will
be determined by a joint action of the School Board and the Orange
County Board of Commissioners. As used herein the term "building
capacity" refers to permanent buildings. Mobile classrooms and other
temporary student accommodating classroom spaces are not permanent
buildings and may not be counted in determining the school districts
building capacity. The School District shall transmit its building capacity
to the parties to this agreement no later than five (5) school days after
November 15. Within fifteen (15) school days after receiving the building
capacity calculations from the School District, the Board of County
Commissioners shall approve the School District's building capacity
calculations.
C, Prior to the adoption of the ordinances referenced in Section 2, the parties
shall reach agreement on the following:
(i) A Capital Improvement Program (CIP) that will achieve the
objectives of this Memorandum;
(ii) A projected growth rate for student membership within the School
District's three school levels during the ten year life of the CIP;
(iii) A methodology for determining the projected growth rate for
student membership; and
(iv) The number of students at each level expected to be generated by
each new housing type (i.e., the "student generation rate").
d. After the adoption of the ordinances referenced in Section 2, the Orange
County Board of Commissioners may change the projected student
membership growth rate, the methodology used to determine this rate, or
the student generation rate if the Board concludes that such a change is
necessary to predict growth more accurately. Before malting any such
change, the Board shall receive and consider the recommendation of a
staff committee consisting of the planning directors of the Town(s) and the
County and a representative of the School District appointed by the
Superintendent. The committee shall provide, in a timely manner, a copy
of its recommendation to the governing boards of the other parties to this
memorandum at the time it provides such recommendation to the Board of
Commissioners and the Board of Commissioners shall provide an
opportunity for those governing Boards to comment on the
HADEPTS \SCHOOLS \S A P F O\Approved Docs \apprMOUOCS062303 doc Z
recommendation. In making its recommendation, the committee shall
consider the following, and in making its determination, the Board of
Commissioners shall consider the following:
(i) The accuracy of the methodology and projected growth rate then
in use in projecting school membership for the current school
year;
(ii) The accuracy of the student generation rate then in use in
predicting the number of students at each level actually generated
by each new housing type;
(iii) Approval of and issuance of CAPS for residential developments
that, individually or collectively, are of sufficient magnitude to
alter the previously agreed upon school membership growth
projections; or
(iv) Other trends and factors tending to alter the previously agreed
upon projected growth rates.
If any such change is made in the projected growth rate, the methodology
for determining this rate, or the student generation rate, the Orange County
Board of Commissioners shall inform the other parties to this
Memorandum prior to February ls` in any year in which such change is
intended to become effective what change was made and why it was
necessary.
e. The Orange County Board of Commissioners shall provide a copy of the
updated CIP to each of the parties to the Memorandum as soon as it is
revised, annually or otherwise,
Section 2. The towns and the county will adopt amendments to their respective ordinances,
conceptually similar to that attached hereto as Exhibit A, to coordinate the
approval of residential developments within the School District with the adequacy
of existing and proposed school facilities.
Section 3. The following process shall be followed by the School District to receive and take
action upon applications for Certificates of Adequacy of Public School Facilities
( "CAPS ") submitted by persons who are required by an implementing ordinance
conceptually similar to that attached as Exhibit A to have such certificates before
the development permission they have received from the town or county becomes
effective.
a. On November 15 \h of each year, the School District shall calculate the
building capacity of each school level and the school membership of each
school level as of November 15`h of that year. Also on November 15 °1 of
each year, the School District shall calculate the projected building
capacity for each school level and the projected school membership for
each school level as of November 15 "' in each of the following ten years.
These calculations shall be made in accordance with the provisions of
HADEPTS \SCHOOIS\S A P F DApproved Docs \apprMOUOCS062303 doc 3
Section La and Section l.b. and also in accordance with the remaining
provisions of this section.
b. On November 15 °i of the year in which the calculation above is made, the
school building capacity numbers and the school membership numbers as
of November 15'h of that year, are known figures (i.e. not projections).
The twelve month period beginning on November 15 °i of the year in
which the calculation is made and ending on November 14 °i of the
following year is referred to as the "base year."
C. Projections of school building capacity as of November 15'h in each of the
ten years following the base year shall be derived from the following:
(i) A calculation of the existing building capacity within each school
level;
(ii) The anticipated opening date of schools under construction;
(iii) The anticipated opening date of schools on the ten -year CIP for
which funding has been committed by the Board of
Commissioners as a result of an approved bond issue, an approved
installment purchase agreement, or otherwise; and
(iv) The anticipated closing dates of any schools within the School
District.
d. In the first year in which the ordinance adopted pursuant to this
Memorandum becomes effective, school membership figures as of
November 15 °i in each of the succeeding ten years shall initially be
assumed to be the same school membership figures as are determined for
the base year. As CAPS are issued during the base year, school
membership figures for the base year and succeeding years shall be
modified to reflect the additional students from the developments for
which CAPS are issued.
e. On each November 15 °i following the first year in which the ordinance
adopted pursuant to this Memorandum becomes effective, school
membership figures as of November 15°i in each of the succeeding ten
years shall be determined by adding to the school membership figures for
the base year the number of students projected to be added to the schools
in each successive year by developments for which CAPS have been
issued in accordance with this section.
f When an application for a CAPS is submitted, the School District shall
determine the impact on school membership for each school level as of
November 15 °i in each year of the period -during which the development is
expected to be adding new students to the school system as the result of
such new construction. In making this determination, the School District
shall rely upon the figures established under Section I of this
Memorandum as to the number of students at each level expected to be
generated by each housing type, and data furnished by the applicable
planning department as to the expected rate at which new dwellings within
developments similar in size and type to the proposed development are
HADEPTS \SCHOOLS \S A P F O\Approved Docs \apprMOUOCS062303 doc 4
likely to be occupied. Notwithstanding the foregoing, if, upon request of
the applicant, the planning ,jurisdiction approving the development
imposes enforceable conditions upon the development (such as a phasing
schedule) to limit the rate at which new dwellings within the development
are expected to be occupied, then the School District shall take such
limitations into account in determining the impact of the development on
school membership.
g, The School District shall determine the amount of available capacity in
each school level as of November 15`h in the base year and each
November 15 °i of the succeeding ten years by subtracting from the
building capacity numbers for each of those years the student membership
numbers for each of those years. The results shall then be compared with
the number of students expected to be added to each school level as of
November 15 °i in each year (as determined in accordance with subsection
3.f above). The School District shall make that information known to the
parties to this agreement within 15 days of the comparison. If the School
District detenmines that the projected remaining capacity of each school
level is sufficient to accommodate the proposed development without
exceeding the building capacity levels set forth in Section 1 of this
Memorandum then the School District shall issue the CAPS. If the
School District determines that the projected capacity of each school level
is not sufficient to accommodate the proposed development without
exceeding the building capacity levels set forth in Section 1, then the
School District shall deny the CAPS. If a CAPS is denied, the applicant
may seek approval from the appropriate planning, jurisdiction of such
modifications to the development as will allow for the issuance of a
CAPS, and then reapply for a CAPS.
h. The School District shall issue CAPS on a "first come first served" basis,
according to the date a completed application for a CAPS is received. If
projected building capacity is not available and an application for a CAPS
is therefore denied, the development retains its priority in line based upon
the CAPS application date.
Section 4. A CAPS issued in connection with approval of a subdivision preliminary plat,
minor subdivision final plat, site plan, or conditional or special use permit shall
expire automatically upon the expiration of such plat, plan, or permit approval.
Section 5. The towns and the county will provide to the School District all information
reasonably requested by the School District to assist the District in making its
determination as to whether the CAPS should be issued.
Section 6. The School District will use its best efforts to construct new schools and
permanent expansions or additions to existing schools in accordance with the CIP.
Section 7. Orange County will use its best efforts to provide the funding to carry out the
Capital hnprovement Plan referenced in Section 1 above.
HADEPTS \SCHOOLS \S A P F O\Approved Docs \apprMOUOCS062303 doc
Section 8. hr recognition of the fact that some new development will have a negligible
impact on school capacity, a CAPS shall not be required under the following
circumstances:
a, For residential developments restricted by law and /or covenant for a
period of at least thirty years to housing for the elderly and /or adult care
living and/or adult special needs;
b, For residential developments restricted for a period of at least thirty years
to dormitory housing for university students.
If the use of a development restricted as provided above changes, then before a
permit authorizing such change of use becomes effective, a CAPS must be issued
just as if the development were being constructed initially,
Section 9. The parties acknowledge that this Memorandum of Understanding is not intended
to and does not create legally binding obligations on any of the parties to act in
accordance with its provisions. Rather, it constitutes a good faith statement of the
intent of the parties to cooperate in a mariner designed to meet the mutual
objective of all the parties that the children who reside within the School District
are able to attend school levels that satisfy the level of service standards set forth
herein,
The Town of Hillsborough intends to remain committed to the MOU only as long
as Orange County continues to execute the CIP as agreed in the MOU. If the
Hillsborough Board of Commissioners finds Orange County is no longer in
compliance with the CIP as outlined in the MOU, the Town of Hillsborough will
no longer consider itself bound by this MOU and may consider repealing the
Ordinance referenced in Section 2 of this MOU.
This the day of 20_
SEAL
Attest
Town Clerk
SEAL
Attest:
Secretary
WDEPTS \SCHOOLS \S A P F D\Approved Docs \apprM0U0CS062303 doc
TOWN OF HILLSBOROUGH
in
Mayor
ORANGE COUNTY BOARD OF
EDUCATION
Chair
ORANGE COUNTY
SEAL
UN
Attest:
Clerk to the Board of Commissioners
Isg:orangccounty \mou for oc bd ofeduc cb version with geg chgs clean doc
H:\DEPTS \SCHOOLS \S A P F OtApproved Docs \apprMOUOCS062303 doc
Chair, Board of Commissioners
i r ;
Ir „� J') I"
LAPEL HILL
ARRBoko
CITY SCHOOLS
TO: John Link
Orange County Manager
FROM: Neil G. Pedersen
Superintendent
RE: Compliance with Class Size Requirements for Grades K -3
DATE: September 22, 2005
As requested at our last collaboration meeting, I obtained a report from the Department
of Public Instruction that shows the average class size for each grade level in Grades K -3 for
2004 -05 in North Carolina. Districts are required by law to have an average of 21 or fewer
students in each grade level. As you can see, there are only a few districts that have a grade
level that exceeds this average. Districts are complying with this standard.
I've also attached a portion of an email sent to me by Alexis Schauss, Chief,
Information Analysis and Reporting for NCDPI. As she indicates, compliance with the average
class size in grades K -3 is not a major problem across the state. In fact, you can see from the
report that CHCCS has some of the highest averages across the state. The penalty for willful
noncompliance with this law is the withholding of the superintendent's salary,
I would reiterate that all school districts are required by law to meet these standards and
that it is in the best interest of our students to do so. It should be clear that building capacities
based on a 23:1 ratio are out -dated and need to be adjusted.
Cc: CHCCS Board of Education
Shirley Carraway
1_incoln Cenler. 750 S Merritt Mill Road ^ Chapel Hill. NO 27516 -2878 - (919) 967 -8211 - www chccs k12.nc us
K -3 Class Size Averages for 2004 -2005
Typical Classes
n
Jr �
LEA
Kindergarten
First Grade
Second Grade Third Grade
010
Alamance- Burlington
15
14
16
13
020
Alexander County
18
18
19
21
030
Alleghany County
18
18
16
17
040
Anson County
16
16
17
16
050
Ashe County
18
19
18
18
060
Avery County
15
18
19
19
070
Beaufort County
18
19
17
17
080
Bettie County
16
16
17
18
090
Bladen County
17
17
15
17
100
Brunswick County
18
18
19
19
110
Buncombe County
19
19
19
19
111
Asheville City
17
15
17
16
120
Burke County
18
14
13
13
130
Cabarrus Comity
19
19
19
20
132
Katmapolis City
19
16
19
17
140
Caldwell County
18
19
18
18
150
Camden County
17
21
19
18
160
Carteret County
16
18
17
18
170
Caswell Comity
19
17
17
17
180
Catawba County
17
20
19
18
181
Hickory City
18
19
18
19
182
Newton - Conover
16
20
18
19
190
Chatham County
20
18
19
20
200
Cherokee County
16
17
17
17
210
Edenton/Chowan
18
19
21
13
220
Clay County
19
19
21
21
230
Cleveland County
17
18
18
17
240
Columbus County
18
18
19
17
241
Whiteville City
20
18
17
N/A
250
Craven County
19
18
18
19
260
Cumberland County
17
18
18
18
270
Currr ituck County
16
18
18
18
280
Dare County
16
16
17
17
NCDPI
Division of School Business
Information Analysis and Reporting
September 19, 2005
K -3 Class Size Averages for 2004 -2005
Typical Classes
LEA
Kindergarten
First Grade
Second Grade Third Grade
290
Davidson County
19
20
19
20
291
Lexington City
17
19
18
16
292
Thomasville City
18
19
18
17
300
Davie County
18
19
20
19
310
Duplin County
20
18
18
17
320
Durham County
20
18
19
20
330
Edgecombe County
19
20
21
20
340
Forsyth County
18
18
18
17
350
Franklin County
17
17
18
17
360
Gaston County
19
20
19
19
370
Gates County
17
16
19
16
380
Graham County
21
18
17
17
390
Granville County
19
19
19
19
400
Greene County
19
19
16
21
410
Guilford County
17
17
17
19
420
Halifax County
18
17
17
18
421
Roanoke Rapids City
18
19
19
22
422
Weldon City
16
17
22
20
430
Harnett County
19
20
18
19
440
Haywood County
18
17
18
17
450
Henderson County
18
20
19
19
460
Hertford County
17
16
15
17
470
Hoke County
20
19
19
21
480
Hyde County
10
11
10
12
490
Iredell- Statesville
18
18
18
19
491
Mooresville City
20
20
19
21
500
Jackson County
19
18
18
18
510
Johnston County
18
18
19
18
520
.Jones County
16
15
14
15
530
Lee County
21
20
21
22
540
Lenoir County
18
19
18
18
550
Lincoln County
18
17
17
17
560
Macon County
16
18
18
18
570
Madison County
19
17
16
19
580
Martin County
16
16
16
18
590
Mcdowell County
17
18
18
19
600
Mecklenburg County
19
19
19
20
NCDPI
Division of School Business
Information Analysis and Reporting
September 19, 2005
K -3 Class Size Averages for 2004 -2005
Typical Classes
LEA
Kindergarten
First Grade
Second Grade Third Grade
610
Mitchell County
15
15
14
15
620
Montgomery County
18
17
18
20
630
Moore County
19
19
19
20
640
Nash -Rocky Mount
18
18
18
18
650
New Hanover County
18
19
19
19
660
Northampton County
17
17
15
16
670
Onslow County
19
18
18
19
680
Orange County
18
18
18
18
681
Chapel Hill -Car born
18
20
19
21
690
Pamlico County
15
17
15
18
700
Pasquotank County
18
18
17
19
710
Pender County
18
20
19
17
720
Perquimans County
20
17
18
18
730
Person County
16
19
18
18
740
Pitt County
18
19
19
19
750
Polk County
18
17
16
18
760
Randolph County
19
20
19
20
761
Asheboro City
20
18
17
18
770
Richmond County
18
19
20
19
780
Robeson County
19
19
20
20
790
Rockingham County
19
18
19
19
800
Rowan - Salisbury
18
19
18
20
810
Rutherford County
18
20
18
19
820
Sampson County
18
16
17
17
821
Clinton City
20
19
20
20
830
Scotland County
16
16
16
16
840
Stanly County
17
17
17
17
850
Stokes County
18
19
19
18
860
Surry County
18
20
19
20
861
Elkin City
18
17
16
17
862
Mount Airy City
16
16
16
19
870
Swain County
16
16
18
12
880
Transylvania County
20
21
18
17
890
Tyrrell County
15
18
16
16
900
Union County
18
17
17
19
910
Vance County
17
16
17
15
920
Wake County
20
20
20
20
930
Warren County
17
19
18
17
940
Washington County
16
16
17
15
NCDPI
Division of School Business
Information Analysis and Reporting
September 19, 2005
K -3 Class Size Averages for 2004 -2005
Typical Classes
LEA
Kindergarten
First Grade
Second Grade Third Grade
950
Watauga County
18
17
19
19
960
Wayne County
19
19
19
20
970
Wilkes County
18
19
19
19
980
Wilson County
20
19
20
21
990
Yadkin County
16
18
17
18
995
Yancey County
18
21
21
20
NCDPI
Division of School Business
Information Analysis and Reporting
September 19, 2005
Rod Visser
From: "Neil G Pedersen" <npedersen @chccs.k12 nc.us>
To: <jlink @co orange nc us >, <rvisser @co,orange ncus >, "Steve Scroggs"
<sscroggs @chccs.k12 nc us >, <nick_didow @unc edu >, <jamezetta @juno com >,
<phemminger @bellsouth net >, <mkelley @metasyn com >, <bstuckey @nc rr com >,
<easechrest @aol.com >, <1iz3651 @earthlink.net >, <edward a sechrest @lmco com>
Date: 09/22/2005 14:42:52
Subject: Fwd: Re: Clarification requested
The attachments and e-mail below reference the issue of class size. This information was requested for
the joint meeting on Sept 26th - Neil
Original Message
Wednesday, September 21, 2005 1:30:13 PM
Message
From: "Alexis Schauss" <ASchauss @dpi state ,nc.us>
Subject: Re: Clarification requested
To: Neil G Pedersen
Attachments: K- 3CIassSize 2005.xls 27K
As to the consequences As you are aware there is no waiver option for
the LEA average for the grade. For those LEAs that were over, the LEA
was notified and told to rearrange their classes to comply with the law.
The data I have provided to you was pulled from the end of the second
month (School Activity Report) and therefore will not reflect the
corrections made. Last year, due to the legislation being passed late,
not all LEAs were able to comply with the 3rd grade class size reduction
until mid way through the first semester. In addition, some LEAs
experienced unexpected increases in students that had not been accounted
for in their initial allotments and therefore they are waiting for the
1 st month allotment adjustment before they could hire additional
teachers In the event that the LEA does not act, State Board of
Education is notified and if it is deemed that the LEA is willfully
neglecting to comply with the law, the Superintendents salary is frozen.
In the past, the LEA -wide average has not been as much as a problem as
the individual class size maximum
Alexis Schauss
Chief, Information Analysis and Reporting
NCDPI
All e -mail correspondence to and from this address is subject to the
North Carolina Public Records Law, which may result in monitoring and
disclosure to third parties, including law enforcement.
All email correspondence to and from this address is subject to the
North Carolina Public Records Law, which may result in monitoring and
disclosure to third parties, including law enforcement.
Chapel Hill - Carrboro City Schools
Orange County Schools
Collaboration Status Report
September 20, 2005
1. Professional Development
When possible, staff members from one district are invited to participate in the
other's professional development opportunities. During the past year, the two districts
have shared in the following programs:
• Breaking Ranks II: Strategies for Leading High School Reform workshop at OCS
• Teacher /Staff Assistance Team Training
• Suicide Prevention Training in both districts
• Student Services Workshop at CHCCS
• 504 Training at OCS
• Gang Awareness Training at CHCCS
• Bullying Prevention Training with Horatio Sanchez for Student Services staff at
OCS
• Healthy Children and the Learning Process with Pat Cooper for Student Services
staff at OCS
• High Five Partnership
The High Five Partnership, which includes the Chapel Hill - Carrboro, Orange,
Durham, Johnston, and Wake districts, offers the greatest potential for collaborative
professional development. This group offered one program open to high school teachers
last spring, and this fall held a five - district Convocation for high school teachers,
2. Dual Enrollment Programs
• Middle College High School at Durham Technical Community College
The Chapel Hill - Carrboro City, Durham Public, and Orange County school
systems, working with Durham Technical Community College, opened the Middle
College High School at Durham Technical Community College in the fall of 2005.
Middle College expands opportunities for academically capable juniors and seniors to
earn a high school diploma and receive credit toward a post - secondary certificate,
diploma, or associate's degree. The program is beginning its first year with 7 juniors
from CHCCS, 8 from OCS, and 23 from DPS, and will be open to juniors and seniors
next year, Students in this program will take all their core and elective courses on the
campus of DTCC.
• Medical Sciences Program
The districts are working with Durham Technical Community College to expand
the Medical Sciences Program.
3 Inter- district Academic Programs
Superintendents met last spring and developed a plan for identifying opportunities
to share students. Staff conducted a survey in both districts to measure interest in inter -
district academic programs and initially found it to be high. Next, they looked at courses
with available space and contacted students who had expressed an interest in those
courses to see if they were still interested; many indicated that they were not. During the
registration process, guidance counselors from one district contacted the remaining
students from the other district to register them for the classes. At that point, all of the
students declined.
There were a number of reasons for this outcome. Most of the students indicated
that while they liked the idea of being able to take courses in the other district, when it
came time to commit to doing so, they realized there were logistical problems with
transportation, jobs, athletics, and other after - school activities. Social issues were also a
factor: in order to take a class in the other district, students would have to commit to
being at the other school for at least half a day, and in the case of IB, they would have to
enroll at Cedar Ridge.
4 New Paradigm for School Resource Officers
Currently, there are multiple arrangements among the two school districts, Orange
County, and the Towns of Chapel Hill and Carrbom to fund SROs. OCS contributes
$180,000 toward its officers, with Sheriff Pendergrass supporting the district in a
significant way. OCS is concerned about how long he will be able to continue his
support. The Town of Carrboro pays for officers; Chapel Hill does not.
Staff from both districts met with law enforcement representatives and the county
manager and staff to review the possibility of the county assuming responsibility for
providing SROs for the schools. They discussed the possibility of a special tax to fund
resources of common interest, such as SROs, or to have the Board of County
Commissioners press for either the Towns or the State to fully fund SROs. No resolution
has been reached.
5 After School Programming
• Both districts have assessed programs to determine costs.
• The collaborative four -year grant for the middle school after - school programs,
which are free to students, has ended.
• Both districts are presently designating funds from local allotments to meet after -
school programming needs.
• This is the final year for the collaborative grant for the MiCASA Program.
• Site directors hold collaborative planning meetings.
• Representatives from both school districts have monthly planning and financial
meetings.
• Districts collaborate to have one countywide coordinator for the middle school
after - school programs and the MiCASA Program.
6 Working Relationship — Ensuring that communication is open, healthy, and trusting
Last year, CHCCS extended an invitation to OCS to attend their college fair,
This year, the two school districts are working together to have one countywide
college fair, which is scheduled for September 29,
The two districts are collaborating with Juvenile Justice to reduce the dropout and
suspension rates,
7 Early Childhood Programs
• Planning is scheduled for 2005 -2006,
8. Middle School Athletic Conference
Several joint meetings were held to discuss this issue,
A proposal was developed to realign the conference into two divisions.
The proposal was approved by the boards of Chapel Hill- Carrboro, Orange, and
Person.
Board members from both Chapel Hill- Carrboro and Orange had expressed
concern about travel distances and late evenings for middle school student - athletes who
competed with teams from Person County, Person County was equally concerned about
the possibility of their being excluded from the conference. A proposal was developed
to realign the conference into two divisions. The four CHCCS middle schools will form
one division and will play each other twice in most sports. The two Orange middle
schools and the two Person middle schools will form a division and will also play each
other twice. Each school will play the schools in the other division once, thereby
reducing travel time,
9 New Paradigm for Funding
• See "School Resource Officers" above.
10 Alternative School Programming
• Scheduled to begin discussion during this school year.
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Over 100 colleges
and universities!
Smith Center
Chapel Hill, North Carolina
Here's your chance to get all the information you need to choose a
college. Open to all students and parents in Orange County Schools
and Chapel Hill- Carrboro City Schools. If you have questions, contact
your school guidance office.
Robert S. Segal, CPA PA
1912 Eastchester Drive, Suite 206
High Point, NC 27265
September 26, 2005
Mr. Moses Carey, Jr., Chairman
Orange County Board of County Commissioners
P.O. Box 8181
Hillsborough, NC 27278
Dear Mr. Carey:
Robert S. Segal, CPA PA is pleased to report its progress on the collaboration
project involving Chapel Hill - Carrboro City Schools, Orange County Schools and
Orange County. Since our last update, progress has been slowed due to the
audits each organization experiences every summer. The organizations have
concentrated their efforts completing their audits in order to make the time
deadlines required by the State of North Carolina. The following is an update:
Chapel Hill- Carrboro City Schools (CHCCS)
Telecommunication expenses
We have reviewed the telecommunications expenses and have prepared a
preliminary recommendation on how CHCCS could save approximately $67,000
per year net of Universal Service Fund /e -rate discounts and related costs.
CHCCS is currently in the middle of a major infrastructure upgrade. CHCCS is
working with BellSouth and the University of North Carolina (UNC) to implement
a plan to connect to UNC in July 2005 for internet access at a reduced annual
cost. CHCCS did not initiate switching telecommunications services as we
recommended because they were in the middle of this upgrade. Once the
upgrade is complete, CHCCS is willing to review the recommendations and
implement any suggested cost saving strategies.
CHCCS IT shared that its long -range plan is to implement Voice Over Internet
Protocol (VOIP). They currently have implemented the Cisco VOIP solution in
two schools and several office locations. VOIP has a large up front capital cost
that may be offset by future reduced monthly phone costs, IT did not share with
us a vendor's projection of costs or projected savings for VOIP. Therefore, we
are unable to evaluate this computation of savings. Further, we speculate that
the IT /vendor projection of savings is not reduced by E -rate funding. IT has not
needed to invest in VOIP equipment during the past year and has not needed to
consider alternative providers of telephony or VOIP equipment. Based on our
suggestion, IT will consider alternative vendor solutions for any future VOIP
implementation.
While we were reviewing the paid invoices, we found $2,295.00 of monthly
service that was incorrectly billed and we worked with CHCCS to obtain a refund.
CHCCS personnel worked with the vendor to obtain a credit of $31,833.86 on the
March 2005 invoice.
In addition, certain invoices included taxes from which CHCCS could be exempt.
After we informed CHCCS personnel of the error, CHCCS contacted a previous
consultant who said they had requested the telecommunications vendor to
remove the taxes from the invoices. The previous consultant is reported to be
working with the telecommunication vendor to have the taxation stopped;
however the taxes were still on the June 2005 invoices.
North Carolina Sales and Use Tax
Additional refund requests were mailed April 8, 2005 to the NC Department of
Revenue for the following periods and amounts:
2001 -2002 $ 72,279.88
2002 -2003 $176,731.57
2003 -2004 $ 40,750.12
Total $289 761.57
The State is taking about nine months to process sales and use tax refunds.
Cash Management
We reviewed various cash management alternatives and recommended a new
account approved by the State of North Carolina that has a higher interest rate.
Additional
Old
New
Ave Daily
Interest
Month
Rate
Rate
Balance
Income
Jan 2005
2.05%
2.59%
$ -0-
$ -0-
Feb 2005
2.29%
2.85%
$2,964,286
$ 1,377.13
Mar 2005
2.38%
2.95%
$5,006,473
$ 2,423.68
Apr 2005
2.55%
2.75%
$5,019,032
$ 838.82
May 2005
218%
2.98%
$5,009,733
$ 845.07
Jun 2005
2.81%
3.01%
$4,154,374
$ <70.41>
The Bank has removed the compensating balance requirement of $1,200,000
from the primary account and as a result CHCCS is now earning the federal
funds rate less 20 basis points on the amount:
Natural Gas
Two schools use enough natural gas to qualify to purchase natural gas from
suppliers other than the local distributor. The local distributor has confirmed that
CHCCS could save money by implementing this recommendation. Based on
natural gas usage during the period November 2003 to October 2004, the
projected annual saving would be $7,000.00. CHCCS has approved this
recommendation which took effect January 1, 2005. For the six months ended
June 30, 2005, the savings were $1,996.99.
State Gas Tax
We found one small account with a fuel company for the purchase of gasoline
and diesel. The account was not charged federal gas tax, but the account was
charged state gas tax. CHCCS is not required to pay state gas tax. Refund
claims in the amount of $2,200.00 have been filed through September 2004,
Orange County Schools (OCS)
Universal Service Fund /e -rate
For the past seven years, OCS has been eligible to receive these funds from the
federal government to offset the costs of telecommunications, Internet access
and certain equipment. During the summer of 2004, the e -rate coordinator left
OCS and we have been asked to prepare and manage the e -rate application
process for the 2005 -2006 school year. The application process runs from
November 2004 to February 2005. Our review of the previous a -rate application
notes that it was very well done and appears to include substantially all of the
funding possibilities. Funding applications for 2005 -2006 were filed for
approximately the same amount of funding as in 2004 -2005.
Additional
Month
Balance Rate
Interest Income
Jan 2005
$1,200,000 2.05%
$2,08932
Feb 2005
$1,200,000 2.30%
$2,117.26
Mar2005
$1,200,000 2.38%
$2,425.64
Apr2005
$1,200,000 2.75%
$2,515.07
May 2005
$1,200,000 2.98%
$2,83726
Jun 2005
$1,200,000 3.01%
$2,769.86
Note: This
is less than we projected for two reasons:
1. The interest rate at
the Bank has risen faster than the rate for
the new account,
2. CHCCS could possibly move additional money to the new
account.
Natural Gas
Two schools use enough natural gas to qualify to purchase natural gas from
suppliers other than the local distributor. The local distributor has confirmed that
CHCCS could save money by implementing this recommendation. Based on
natural gas usage during the period November 2003 to October 2004, the
projected annual saving would be $7,000.00. CHCCS has approved this
recommendation which took effect January 1, 2005. For the six months ended
June 30, 2005, the savings were $1,996.99.
State Gas Tax
We found one small account with a fuel company for the purchase of gasoline
and diesel. The account was not charged federal gas tax, but the account was
charged state gas tax. CHCCS is not required to pay state gas tax. Refund
claims in the amount of $2,200.00 have been filed through September 2004,
Orange County Schools (OCS)
Universal Service Fund /e -rate
For the past seven years, OCS has been eligible to receive these funds from the
federal government to offset the costs of telecommunications, Internet access
and certain equipment. During the summer of 2004, the e -rate coordinator left
OCS and we have been asked to prepare and manage the e -rate application
process for the 2005 -2006 school year. The application process runs from
November 2004 to February 2005. Our review of the previous a -rate application
notes that it was very well done and appears to include substantially all of the
funding possibilities. Funding applications for 2005 -2006 were filed for
approximately the same amount of funding as in 2004 -2005.
Cash Management
We reviewed various cash management alternatives and recommended a new
account approved by the State of North Carolina that has a higher interest rate.
Additional
Old New Ave Daily Interest
Month Rate Rate Balance Income
Jan 2005 1.59% 2.59% $1,477,928 $ 485.89
Feb 2005 1,85% 2,85% $1,478,414 $ 1,134.13
Mar2005 1.95% 2,95% $1,479,548 $ 1,256.60
Apr2005 135% 2,75% $1,480,804 $ 1,217.10
May 2005 1.98% 2,98% $1,482,021 $ 1,258.70
Jun 2005 1.78% 2.78% $1,482,280 $ 1,219.13
Note: This is less than we projected for following reasons:
1, The interest rate at the Bank has risen faster than the rate for
the new account, and
2. The Bank is still paying the federal funds rate less 50 basis
points (CHCCS is less 20 basis points),
North Carolina Sales and Use Tax
We have received the data file from OCS and we are waiting for the annual audit
to be completed so we can finish the sales tax review.
Orange County government
North Carolina Sales and Use Tax
To date, the reallocation project has found approximately $700,000 of additional
sales and use tax at various non - profit organizations in Orange County, The
County will receive approximately 62% of that amount with the municipalities
receiving the balance. Amended returns have been submitted to the NC
Department of Revenue, but have not been processed.
Telecommunications expenses
We have made a recommendation to reduce telecommunication expenses by
approximately $90,000 annually and management has expressed its desire to
proceed with approximately $72,000. Progress is being made to implement the
recommendation.
To conclude, the project has run its course and the recommendations have been
made to the organizations, Some recommendations have been implemented,
others partially implemented and others declined. In general, we believe the
effort has been successful identifying opportunities,
On behalf of Robert S. Segal, CPA PA, thank you for this opportunity. If you
have any questions or comments, do not hesitate to contact me.
Sincerely,
Robert S. Segal, CPA
President
Cc: Dr. Shirley Caraway, Superintendent
Orange County Schools
Dr, Neil Pedersen, Superintendent
Chapel Hill - Carrboro City Schools
Mr. John Link, Manager
Orange County
Orange County Schools
Middle School #3 Update
The Orange County School System broke ground on the new middle school site #3 on
November 30, 2004, The project was bid in two parts: (1) Early Sitework Package, with
bids opened October 12, 2004; and (2) Building Construction Package, with bids
opened December 7, 2004. The Pre - Construction Conference was conducted on
February 14, 2005; the project managers and field superintendents for each contractor
on the project attended this meeting. Additionally at this meeting, the Notice to Proceed
was given to J.H. Allen, the general contractor for the Building Construction Phase of
the project. J.H, Allen mobilized and began work on March 28, 2005, which was
approximately six weeks after they received the Notice to Proceed; weather was
responsible for the delay.
The Orange County Board of Education receives periodic updates, the last update
being given on September 19, 2005, At that time the following was reported:
• Steel erection is complete for the entire school.
• Slab on grade poured in Gymnasium, Cafeteria, Auditorium, and C & D Wings.
• Completed installation of site water lines.
• Installed a `dry hydrant' piped into the pond (for fire protection).
• Completed grading of revised east entrance drive and road widening.
• Began installation of stone base on east entrance and rear parking lots.
• No accidents have occurred on the site since the project began.
/pmc9 /05
NCACC
Page 1 of 5
r l ,
NCACC
P.O. Box 1488
Raleigh. NC 27602 -1488
Tel: (919) 715 -2893
Fax: is 19) 733 -1065
E -mail: ncacc @ngacc_org
NCACC E -News Updates
Sept. 14, 2005
National conference to address children exposed to Meth
abuse
Children living in dangerous drug environments are at higher risk for a variety of
problems as they grow up. These problems often lead to them repeating the cycle of
drug abuse and poverty. The National Alliance for Drug Endangered Children is
sponsoring a conference Oct. 3 -5 in Washington, D.C., to heighten awareness for
these often - forgotten victims of drug abuse. The Drug Endangered Children program
is a multi - disciplinary approach that involves law enforcement, child welfare, medical
professionals and prosecutors to rescue, defend, shelter and support children exposed
to methamphetamine.
One of NACo President Bill Hansell's major initiatives is combating the rising abuse of
methamphetamine, The Meth Epi0pptic in America, a report recently released by
NACo, generated substantial national publicity and contains information from two
surveys: The Criminal Effect of Meth on Communities and the Impact of Meth on
Children. For more information about the conference, including a downloadable
registration form and accommodations information, Click on the link below:
www.nationaldgq _ org RC onference/conference.htm
NCACC to host educational workshops on Debt Setoff
Program
The North Carolina Association of County Commissioners will host a series of
educational workshops on the Debt -5etoff Program beginning next week The
program is jointly administered by the NCACC and the N.0 League of Municipalities
and allows participating local governments to submit outstanding debts to the N.C.
Department of Revenue in an effort to offset those debts with debtors who are due to
receive state income tax refunds. Since the program's inception in 2001, more than
$15 million has been returned to local governments in North Carolina. Gaston County
has received more than $1 million in 2005 alone, and Wake County and Cleveland
County have recovered almost $1 million apiece since joining the program. For more
information about the training programs, click on the link below:
www.ncacc_org /debtsetoffws 0905. him)
Sept. 1, 2005
Estimated lottery proceeds for school construction
The NCACC Board of Directors considered the lottery issue at its Feb 23, 2005,
meeting and voted to support local option lotteries with a substantial portion of the
proceeds to be dedicated to local school construction. We are pleased that the
http:// www .ncace.org /e- newsupdates.html
9/23/2005
NCACC
Page 2 of 5
General Assembly has recognized the need for additional school construction funding
- the Association's third highest legislative priority - and has pledged substantial lottery
proceeds for school capital projects. Please note that the county allocation mechanism
was devised solely by the General Assembly.
Please find below the distribution method for the lottery's net revenues and an
estimate of lottery proceeds for school construction by county. Our many thanks to the
General Assembly's fiscal research staff for providing these projections Please note
that the projections are based on current effective tax rates and ADM counts
Net revenues (after expenses and prizes) from lottery receipts distributed as follows:
1. 5 percent to lottery reserve fund until fund reaches $50 million
2. Remaining net revenue distributed as follows:
0 50 percent to support early grade class size reduction (1:18) and
academic pre- kindergarten for at -dsk 4 year olds
0 40 percent to Public School Building Capital Fund
0 10 percent to fund college and university scholarships
Public School Building Capital Fund lottery monies allocated as follows:
1. 65 percent allocated to counties on an average daily membership (ADM) basis
2. 35 percent allocated to counties whose effective tax rate is greater than the
state average effective tax rate
o County effective tax rate = actual county tax rate x 3 -year weighted
average of county sales /assessment ratio
*Allocation mechanism devised solely by General Assembly.
Public School Building Capital Fund lottery monies to be used as follows:
1. School construction projects, including renovation and repair
2. School construction indebtedness incurred on or after Jan, 1, 2003
3, No county matching funds required
4, Funds cannot be used for school technology needs
Distribution of Projected Lottery Proceeds for School Construction
Method: 65 percent by ADM, 35 percent by ADM to counties with above State Avg
Effective Tax Rate
Total $161,500,000 $158,080,000 $174,860,000 $186,960,000 $196,320,000
Distribution:
County FY 2006 -07
Alamance $1,663,971
Alexander 442,361
Allegheny 118,351
Anson 648,387
Ashe 247,051
Avery 178,600
Beaufort 554,810
Bartle 496,864
Bladen 853,781
Brunswick 853,525
Buncombe 2,247,910
Burke 1,116,520
http:// www .ncacc,org/e- newsupdates.html
FY 2007 -08 FY 2008 -09 FY 2009 -10 FY 2010 -11
$1,628,734 $1,801,623 $1,926,292 $2,022,730
432,994
478,955
512,098
537,736
115,845
128,142
137,009
143,868
634,656
702,024
750,603
788,181
241,819
267,488
285,998
300,316
174,818
193,375
206,756
217,107
543,062
600,707
642,275
674,430
486,342
537,967
575,193
603,990
835,701
924,409
988,377
1,037,859
835,450
924,132
988,081
1,037,548
2,200,307
2,433,867
2,602,286
2,732,568
1,092,876
1,208, 883
1,292,536
1,357,245
9/2.3/2005
NCACC
Cabarrus
Caldwell
Camden
Carteret
Caswell
Catawba
Chatham
Cherokee
Chowan
Clay
Cleveland
Columbus
Craven
Cumberland
Currituck
Dare
Davidson
Davie
Duplin
Durham
Edgecombe
Forsyth
Franklin
Gaston
Gates
Graham
Granville
Greene
Guilford
Halifax
Harnett
Haywood
Henderson
Hertford
Hoke
Hyde
Iredell
Jackson
Johnston
Jones
Lee
Lenoir
Lincoln
Macon
Madison
Martin
2,146,575
998,475
265,647
629,240
256,709
1,874,536
574,357
281,238
360,775
100,951
1,319,725
1,433,900
1,120,046
7,772,032
316,805
381,269
1,945,286
490,499
1,327,196
4,569,426
1,130,113
7,277,097
1,185,617
4,759,238
289,392
94,206
1,291,134
470,448
10,118,927
1,363,111
2,534,481
604,405
973,563
524,467
1,035,430
96,612
1,876,989
279,935
4,077,905
203,762
1,374,538
1,463,730
1,731,306
321,557
203,819
659,369
Page 3 of 5
2,101,118
2,324,150
2,484,977
2,609,385
977,331
1,081,073
1,155,882
1,213,750
260,022
287,623
307,526
322,922
615,915
681,294
728,438
764,906
251,273
277,945
297,179
312,056
1,834,840
2,029,606
2,170,051
2,278,693
562,194
621,870
664,903
698,190
275,282
304,503
325,574
341,874
353,135
390,620
417,651
438,560
98,813
109,302
116,866
122,717
1,291,778
1,428,899
1,527,776
1,604,263
1,403, 536
1,552,519
1,659,951
1,743,055
1,096, 327
1,212, 701
1,296,618
1,361,532
7,607,447
8,414,969
8,997,269
9,447,710
310,096
343,012
366,748
385,109
373,195
412,810
441,375
463,472
1,904,092
2,106,209
2,251,955
2,364,697
480,112
531,075
567,825
596,252
1,299,091
1,436,988
1,536,425
1,613, 345
4,472,662
4,947,430
5,289,783
5,554,611
1,106,181
1,223,601
1,308,272
1,373,770
7,122,994
7,879,091
8,424,310
8,846,066
1,160,510
1,283,696
1,372,526
1,441, 240
4,658,454
5,152,943
5,509,518
5,785,347
283,264
313,332
335,014
351,786
92,211
101,999
109,057
114,517
1,263, 792
1,397,942
1,494,677
1,569,507
460,485
509,365
544,612
571,878
9,904,644
10,956,010
11,714,146
12,300,605
1,334, 245
1,475, 873
1,578,001
1,657,002
2,480,809
2,744,144
2,934,034
3,080,924
591,605
654,404
699,687
734,716
952,946
1,054,100
1,127,042
1,183,467
513,361
567,854
607,148
637,545
1,013,503
1,121,085
1,198,662
1,258,672
94,567
104,605
111,843
117,442
1,837,241
2,032,262
2,172,890
2,281,674
274,007
303,092
324,066
340,290
3,991,549
4,415,247
4,720,775
4,957,116
199,447
220,618
235,884
247,693
1,345,430
1,488,246
1,591,230
1,670,894
1,432,733
1,584,816
1,694,483
1,779, 316
1,694,644
1,874,528
2,004,242
2,104,583
314,748
348,158
372,250
390,886
199,503
220,680
235,950
247,763
645,406
713,915
763,316
801,531
http: / /www.ncace,orgie- newsupdates.html 9/23/2005
NCACC
McDowell 502,533
Mecklenburg 18,250,398
Mitchell 176,377
Montgomery 345,933
Moore 922,666
Nash 2,718,356
New 3,555,515
Hanover
Northampton 471,190
Onslow 3,351,011
Orange 2,617,143
Pamlico 247,542
Pasquotank 886,875
Pander 558,260
Perquimans 131,152
Person 867,731
Pitt 3,263,452
Polk 189,408
Randolph 1,768,525
Richmond 1,228,210
Robeson 3,625,118
Rockingham 2,172,221
Rowan 3,083,732
Rutherford 767,828
Sampson 1,684,262
Scotland 1,009,459
Stanly 744,065
Stokes 560,023
Surry 1,767,369
Swain 138,281
Transylvania 294,805
Tyrrell 95,870
Union 2,330,924
Vance 1,201,348
Wake 9,151,996
Warren 457,685
Washington 314,770
Watauga 349,075
Wayne 2,862,310
Wilkes 776,873
Wilson 1,862,794
Yadkin 471,336
Yancey 197,610
TOTALS $161,500,C
http://www.ncace.org/e-newsupdates.html
491,892
17,863,919
172,642
338,607
903,127
2,660,791
3,480,222
461,211
3,280,049
2,561,721
242,299
868,094
546,438
128,375
849,355
3,194,343
185,397
1,731,074
1,202,200
3,548,351
2,126,221
3,018,429
751,568
1,648,595
988,082
728,309
548,164
1,729,943
135,353
288,562
93,840
2,281,564
1,175,908
8,958,189
447,993
308,104
341,683
2,801,696
760,421
1,823,347
461,355
193,425
00 $158,080,0
544,105
19,760,152
190,968
374,550
998,993
2,943,230
3,849,643
510,169
3,628,222
2,833,645
268,019
960,242
604,442
142,002
939,513
3,533,419
205,077
1,914,826
1,329,812
3,925,004
2,351,917
3,338,832
831,346
1,823,591
1,092,966
805,618
606,350
1,913,574
149,720
319,193
103,801
2,523,749
1,300,729
9,909,090
495,546
340,809
377,952
3,099,093
841,139
2,016,893
510,327
213,957
00 $174,860,C
Page 4 of 5
581,756 610,882
21,127,520 22,185,252
204,183 214,405
400,468 420,517
1,068,121 1,121,596
3,146,897 3,304,444
4,116,032 4,322,097
545,471 572,780
3,879,289 4,073,502
3,029,728 3,181,409
286,566 300,912
1,026,689 1,078,069
646,268 678,623
151,828 159,429
1,004,526 1,054,817
3,777,925 3,967,064
219,268 230,245
2,047,328 2,149,826
1,421,833 1,493,016
4,196,607 4,406,707
2,514,666 2,640,560
3,569,873 3,748,596
888,873 933,374
1,949,781 2,047,395
1,168,597 1,227,102
861,365 904,489
648,309 680,766
2,045,990 2,148,421
160,081 168,095
341,281 358,366
110,984 116,540
2,698,388 2,833,480
1,390,737 1,460,363
10,594,782 11,125,201
529,837 556,363
364,392 382,635
404,106 424,337
3,313,545 3,479,435
899,344 944,369
2,156,458 2,264,420
545,641 572,958
228,763 240,215
00 $186,960,000 $196,320,000
9/23/2005
NCACC
Page 5 of 5
Aug. 23, 2005
Medicare Part D: Strategies for counties who are plan
sponsors
Do you cover active employees age 65 or older on your county health plan? How
about retirees age 65 and older? If you do, you might want to take advantage of tax -
free money payable to your county for providing these benefits. Below is what you
need to know:
One of the least talked about beneficiaries of the new Medicare Part D offering are the
health plan sponsors (counties) providing retiree prescription drug benefits or covering
active employees age 65 and older for their health care and medications, These
counties providing this coverage have a unique opportunity to reduce their future
retiree prescription drug liability by 20 percent or more as a result of government
subsidies offered under Medicare Part D provisions.
There are several options that county governments may exercise as it relates to these
subsidies. The NCACC recommends that counties who currently cover retirees
explore the Primary Employer Subsidy (Option 1) approach, Counties who wish to
exercise the Primary Employer Subsidy must take four steps by Sept. 30, 2005, one of
which is an actuarial study. The cost of the study could range anywhere from $3,000
to $5,000, depending on the size of your county and other factors.
• Click here for more information,
RMP to hold four Regional Advisory Committee meetings in
September
During the month of September, the Association's Risk Management Pools will hold
four Regional Advisory Committee meetings. These meetings are open to all counties
and county entities. Please send your RSVP to Amy Kunkle at the Raleigh office
indicating which meeting you wish to attend.
The Regional Advisory Committee meetings offer the Association a chance to meet
with members to learn about their risk management needs, gain feedback about the
Pools and learn how the Pools can improve their services to members Members
attending these meetings set the agenda and discuss topics that are of interest to
them, Along with your RSVP, please let us know what topics you wish to discuss,
Each meeting begins at 9:30 a.m. with networking opportunities and light
refreshments, Formal sessions will run from 10 a.m - 2 p.m. Lunch will be provided.
The four meeting dates and locations are:
• Sept. 8 — Alamance County Youth Services Building (in downtown Graham)
• Sept, 20 — Scotland County Administrative Conference Room
• Sept. 22 — Beaufort County Economic Development Center
• Sept 29 — Henderson County Administration Building Commissioners Meeting
Room
• Click here for more information.
http:// www .ncacc.org/e- newsupdates.html 9/23/2005
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Chapel H116Coebom City Schools 09RGre5
Chapel Hill Carrboro City Schools
Budget Summary
FY 2005 -06
Total School Fundinq From All Sources
n arison „f 1 ,r ni par Punil Avorane Daily Membership and Current Expense
Equivalen
It
Total Revenue
Budget
Local Current Expense Appropriation
$2,796
$30,372,967
Proceeds from Special District Tax
$1,286
$13,973,118
State Appropriation
$4,314
$46,860,122
Federal Appropriation
$438
$4,757,736
Other:
$216
52,344,757
:
Average Dally
Membership`
Current Expense
Appropriation
F School Funding from All Sources
$9,050
$98,308,700
n arison „f 1 ,r ni par Punil Avorane Daily Membership and Current Expense
(1) CHCCS also receives additional operating funds from the special district tax. • As projected by State DPI
(2) Proceeds from District Tax for fiscal year 2005 -06 assumes a revenue neutral tax rate of 17.2 cents per $100 valuation for the Manager's Recommended budget.
The Board of County Commissioner approved special district tax rate is 10.34 cents for fiscal year 2005 -06..
Total Local Funds
Total Per Pupil
General Fund
Proceeds from the
Received by CHCCS
Equivalent (Including
Par Pupil Allocation (General Fund Only)...
Average Dally
Membership`
Current Expense
Appropriation
CHCCS Spacial
District Tax p1
(General Fund and
Special District Taxes)
General Fund and
Special District Taxes)
04 -05 BOCC Approved Appropriation
$2,623
10,986
528,816,278
$12,940.547
$41,756,825
$3,801
05 -06 District Requested Appro riation
$2,893
10,863
$31,426659
$13,328.763
$44,755,422
54,120
05 -06 Manager Recommended Approved
Appropriation
$2,718
10,863
$29,525,634
$13,333,124
$42,856,758
53,945
05 -06 BOCC Approved Appropriation
S2,796
10,663
530,372,967
S13,973,114
1 $44,346,081
54.002
Total Requested Increase Current Expense
$270
123
$31,426,659
$388,216
Total Recommended Increase Current
Expense
$95
123
$709,356
$392,577
Total Approved Increase Current Expense
$173
(123)
$1,556,689
$1,032,567
(1) CHCCS also receives additional operating funds from the special district tax. • As projected by State DPI
(2) Proceeds from District Tax for fiscal year 2005 -06 assumes a revenue neutral tax rate of 17.2 cents per $100 valuation for the Manager's Recommended budget.
The Board of County Commissioner approved special district tax rate is 10.34 cents for fiscal year 2005 -06..
Chnpol Hil4conhoo, Cily Schools
Local Revenue
09avos
Other Local Revenue
Additional Prior Year Revenue from Special District Tax
2005 -06
75,000
2004.05 BOE
75,000
Fines & Forfeitures
300,000
300,000
Approved
350,000
Miscellaneous Revenue
170,434
164,617
Budget
BOE
Manager
BOIS Approved
100,000
700,000
Requested
Recommended
Budget
Property
Tax Revenue
General Fund Budget (Supported by Ad Valorem
Tax Revenue)
28,816,278
31,426,659
29,525,634
30,372,967
District Tax Revenue
12,940,547
13,328,763
13,333,124
13,973,116
State inventory Tax
70,000
70,000
70,000
Total Property Tax Revenue
$ 41,756,825
$ 44,755,422
$ 42,858,758
$ 44,346,085
54,769
Carol Woods Contribution
incl. In mist. revenue
Incl. in mist. revenu
Property Tax Revenue Increase from 2004 -05
$ 2,998,597
$ 1,101,933
$ 2,589,260
Other Local Revenue
Additional Prior Year Revenue from Special District Tax
75,000
75,000
75,000
75,000
Fines & Forfeitures
300,000
300,000
300,000
350,000
Miscellaneous Revenue
170,434
164,617
164,617
169,988
Indirect Costs
100,000
100,000
700,000
100,000
Investment Income
45,000
45,000
45,000
60,000
340,000
355,000
355,000
355,000
Tuition
State inventory Tax
70,000
70,000
70,000
0
ABC Revenue
52,040
52,040
52,040
54,769
Carol Woods Contribution
incl. In mist. revenue
Incl. in mist. revenu
incl, in mist, revenue
0
Sales Tax Refunds
180,000
180,000
180,000
180,000
Total Local Revenue Adjustments
$ 1,332,474
$ 1,341,657
$ 1,341,657
$ 1,344,757
Appropriated Fund Balance
1,140,736
1,000,000
1,000,000
1,000,000
Total Local Revenues (including Appropriated
Fund Balance)
$ 44,230,035
$ 47,097,079
$ 45,200,415
$ 46,690,842
2.460.807
Chopol Hill- Carrhom City Schools
CHCCS Local Expenditure Request
os1wV5
NOTE: Asterisk (') denotes requested items related to Educational Excellence, Collaboration intiatives
2005 -06
2005 -06
Manager
BOE Approved
Manager
BIDE Approved
State Mandates
BCE Requested
Recommended
Budget
ase (CHCCS BOE requested 3% Across the Board (including benefits]; Managers
0
0
640,071
ation reflects current le Is( roposai of 2.5% Increase
960,107
Utilities due to Storm Water fees and rate Increases
ance Increase 660 local) paid staff from $3,432 per emplo ee to 53,775)
FStateRefirement
226,380
130,000
344,520
Employer Match Increase
282,459
Total Funding for Mandates
*
172.39
Other Em to ee Benefits: to kee pace with Increased in number of employees
2005 -06
Manager
BOE Approved
Continuation of Current Services (Including Growth
[V.5M.dia
BOE Requested
Recommended
Budget
arial osItion (or Chapel Hill Hi 2h School
37,032
0
0
Specialist for ECHHS
29,018
Utilities due to Storm Water fees and rate Increases
130,000
130,000
and covers McDougie Middle School SRO not funded by Town of Carrboro)'
227,394
*
172.39
Other Em to ee Benefits: to kee pace with Increased in number of employees
125,000
125,000
Pre -K Program Salaries and Benefits - underbudgeted'
149,350
*
149,35
After School Program Support - increase matching funds for 21st Century grant and replacement of
*
76.70
declining external grant support for middle school afterschool programs'
76,700
f Pa y4 Sala Increase
50,000
50,000
99,041
i Inflationary Increase to Utilities - Electricit 5%), Tele hones (5%) and Natural Gas 117%)
201,824
15,656
Per Pupil Allocaitons Due to Enrollment Increase
15,656
Total Continuation of Current Services (Including Growth)
$ 1,041,974
$ 616,141
18
19
20
21
22
2:
21
2!
21
21
21
21
09afi,05
Ctmpol HIIbCmrboro City Schools
Budget Impact of Charter Schools
2005.06
BOE Requested
Manager
Recommended
BOE Approved
Budget
BOE Approved
Replacement of Mid -Year Budget Reductions
BOE Requested
Replace Charter School Funding (With regard to Manager's Recommendation, charter school students
included In total ADM)
Total Impact of Charter Schools
140,000
$ 140,000
0
$ -
140,000
$ 140,000
30
at
32
33
34
3'
X
32
it
X
4(
4'
4:
4.
4
4
2005 -06
or New Initiatives Budget (Considered "Expected
BOE Approved
Manager
BOE Approved
Replacement of Mid -Year Budget Reductions
BOE Requested
Recommended
Budget
[Transportation
75,000
Sevin s: Discontinuation of Local Budget Subsidy to Child Nutrition Services
Replace Maintenance Mechanic
39,403
144,042
39,403
Replace Staff Development Funding
85,000
50,000
55,000
Re lace 5% Reduction to School instructional Supplies
40,180
75,000
40,180
Total Continuation of Current Services (Including Growth)
$ 164,583
$ -
$ 134,583
30
at
32
33
34
3'
X
32
it
X
4(
4'
4:
4.
4
4
2005 -06
or New Initiatives Budget (Considered "Expected
BOE Approved
Manager
BOE Approved
pansion
New Costs" by CHCCS)
BOE Requested
Recommended
Budget
[Transportation
75,000
Sevin s: Discontinuation of Local Budget Subsidy to Child Nutrition Services
75,000
School Reform Piannin
144,042
Sevin s from Custodial Services Contract
50,000
for New Initiatives'
50,000
Total Budget Reductions /Reallocations
e College Expenses'
75,000
Total 2005 -06 Local Expenditure Increases
75,000
$ 970,380
84,000
04,000
Student Assessments stem
Leadership Academy (High Five)
50,000
50,000
1 Total Expansion or New Initiatives Budget
$ 334,000
334,000
Manager
BOE Approved
Savings /Program Changes
BOE Requested
Recommended
Budget
Sevin s: Discontinuation of Local Budget Subsidy to Child Nutrition Services
0
0
144,042
Sevin s from Custodial Services Contract
0
$ -
0
$ -
88,925
$ (232,967)
Total Budget Reductions /Reallocations
Total 2005 -06 Local Expenditure Increases
$ 2,867,044
$ 970,380
$ 2,460,807
Orange County schoais
Ma,05
Orange County Schools
Budget Summary
FY 2005 -06
Total School Funding From All Sources
/ 100'jI sr14r, — I —
cr,mnnrienn of I ncal Per Pupil. Average Daily Membership and Current Expense
Per Pupil
Equivalent
Total Revenue Budget
Local Current Expense Appropriatioi
$2,796
$19,608,329
Proceeds from Special District Tax
$o
-
State Appropriation
$4,590
32,189,914
Federal Appropriation
$375
2,628,696
Other: Local Revenues
$464
3,253,315
Other:
$17,920,336
Total School Funding from All
Sources
$8,225
$57,680,256
/ 100'jI sr14r, — I —
cr,mnnrienn of I ncal Per Pupil. Average Daily Membership and Current Expense
General Fund
Current
Average Daily
Expense
Per Pupil Allocation
Membership*
Appropriation
04 -05 BOCC Approved Appropriation
$2,623
6,832
$17,920,336
05 -06 District Requested Aperopriatio n
$3,022
7,013
$21,192,516
05 -06 Manager Recommended
Approved Appropriation
$2,718
7,013
$19,061,334
05 -06 BOCC Approved Appropriation
$2,796
7,013
$19,608,329
Total Requested Increase Current
Expense (General Fund Only)
$399
181
$3,272,180
ded ase
Total Recommen Incre
Current Expense (General Fund
Only)
$95
181
$1,140,998
Total Approved Increase Current
Expense (General Fund Only)
$173
1 181
51,687,993
A
B
C
19
5
r
U
V
U
FA
Orange County Schools
Local Revenue
09/26/05
Other Local Revenue
Additional Prior Year Revenue from Special District To
2005 -06
0
0
0
Fines 8 Forfeitures
BOE
182,000
2004 -05 BOE Approved
BOE
Manager
Approved
35,000
Budget
Requested
Recommended
Budget
Property Tax Revenue
General Fund Budget (Supported by Ad Valorem Tax
225,000
Investment Income
100,000
100,000
Revenue)
17,920,336
21,192,516
19,061,334
19,608,329
District Tax Revenue
Total Property Tax Revenue
0
S 17,920,336
0
S 21,192,516
0
5 19,061,334
0
$ 19,608,329
130,000
140,000
Smart Start
22,543
Property Tax Revenue Increase from 2004 -05
$ 3,272,180
$ 1,140,998
$ 1,687,993
Other Local Revenue
Additional Prior Year Revenue from Special District To
0
0
0
0
Fines 8 Forfeitures
182,000
182,000
182,000
233,231
Miscellaneous Revenue
45,100
35,000
35,000
71,500
Indirect Costs
125,000
125,000
125,000
225,000
Investment Income
100,000
100,000
100,000
115,000
Tuition
16,500
16,500
16,500
20,000
More At Four Grant
130,000
130,000
130,000
140,000
Smart Start
22,543
22,543
22,543
20,000
Head Start
120,000
120,000
120,000
130,000
ABC Revenue
31,568
27,292
27,292
31,568
Contributions and Donations
65,000
65,000
65,000
65,000
Medicaid Reimbursements
110,000
110,000
110,000
110,000
Textbooks
386,646
374,708
374,708
397,081
Count Reimbursement for School Nurses
94,076
94,076
94,076
185,807
County Reimbursement for Social Worker
39,861
39,861
39,861
41,157
Transfer from Community Schools
400,000
340,125
340,125
200,000
Transfer from Child Nutrition
0
0
0
200,000
Sales Tax Refunds
270,000
270,000
270,000
342,000
Total Local (Non - Property Tax) Revenue
Adjustments
Total Local (Non - Property Tax) Revenues
$ 2,138,294
$ 20,058,630
$ 2,052,105
$ 23,244,621
$ 2,052,105
$ 21,113,439
$ 2,527,344
$ 22,135,673
Appropriated Fund Balance
1,724,609
410,616
410,616
757,778
Total Local Revenues (including
Appropriated Fund Balance)
$ 21,783,239
$ 23,655,237
$ 21,524,055
$ 22,893,451
G 111(1919
1
2
3
4
n
n
Orange Gounly Schools
09/2 05
nr-Q I nenl FvnPnrlihire Reauest
NOTE: Asterisk (') denotes requested items related to Educational Excellence, Collaboration initiatives
Mandates R
2005 -06
BOE M
Manager A
Approved
Salary Increase (OCS BOE requested 3% Across the Board [including benefits];
Manager's Recommendation reflects current legislative proposal of 2.5% increase) 5
529,134 4
440,945 5
550,501
Health insurance increase 8
85,828 8
85,828 7
78,962
2005 -06
4
,e
fE
,t
2,
2'
2;
2.
2
21
2i
2
2
2
3
3
3
3
3
2005.06
Continuation of Current Services (Including BOE Manager Approved
Growth) Requested Recommendation Budget
included in included ir
continuation budget continuatio
from fiscal year 2004- budget from fsca
Continuation Budget (Funded from Fund Balance in FY 2004 -05) 1,400,182 05 year 2004 -0
Total Continuation of Current Services (Including Growth) $ 1,400,182 S S
2005 -06
onager Approved
FFFExpanskon or New Initiatives Budget Requested Recommendation Budget
Freshman Academy (Funding for high school teachers) 223,720
* 111,86
Reading Re mediation Teacher (3 ositions)'
167,790 * 167,79
Math /Science Specialist (1 position funded for 12 months ) 66,361
* 66,361
Language Arts /Social Studies Specialist or Literacy Specialist (1 position funded for 66,361 * 20,00
Elementary Science Teacher (1 position) 55,930 0
*
Psychologist (.8 FTE ) ' 44,744
Social Worker (1.5 FTE)' 83,895 * 83,89
Carpenter/Painter 0 FTE) 35,643 35,643
i Plumber (1 FTE ) 35,643 0
Criminal Records Check 5,800 0
i NC Wise Coordinator 55,930 0
Increase Tenured Teachers Supplements (1% at 15 years of service; 2% at 20 years
1 of service; 3% at 25 ears of service) 85,254 0
3 AP Exams' 15,000
i Summer Sizzle 5,000 5,000
, Graduation Facilit Rental 8,000 8,000
3 Textbooks 50,000 0
, International Baccalaureate Coordinator (1/2 time ) ' 27,965
s Middle College Support Staff (25 % 31,250
31,25
s Middle College Technology (25% ) 31,250 * 37,25
, Middle College Transportation 62,500 * 62,50
e High Five Staff Development Project' 25,000 * 25,000
s Grade 6 Transition/Academy Program Costs' 10,000
* 10,000
o Hi h Schools Band Instruments and Uniforms (50% to OHS and 50% to CRHS) 1 50,000 50,000
2005 -06
onager Approved
FFFExpanskon or New Initiatives Budget Requested Recommendation Budget
Freshman Academy (Funding for high school teachers) 223,720
* 111,86
Reading Re mediation Teacher (3 ositions)'
167,790 * 167,79
Math /Science Specialist (1 position funded for 12 months ) 66,361
* 66,361
Language Arts /Social Studies Specialist or Literacy Specialist (1 position funded for 66,361 * 20,00
Elementary Science Teacher (1 position) 55,930 0
*
Psychologist (.8 FTE ) ' 44,744
Social Worker (1.5 FTE)' 83,895 * 83,89
Carpenter/Painter 0 FTE) 35,643 35,643
i Plumber (1 FTE ) 35,643 0
Criminal Records Check 5,800 0
i NC Wise Coordinator 55,930 0
Increase Tenured Teachers Supplements (1% at 15 years of service; 2% at 20 years
1 of service; 3% at 25 ears of service) 85,254 0
3 AP Exams' 15,000
i Summer Sizzle 5,000 5,000
, Graduation Facilit Rental 8,000 8,000
3 Textbooks 50,000 0
, International Baccalaureate Coordinator (1/2 time ) ' 27,965
s Middle College Support Staff (25 % 31,250
31,25
s Middle College Technology (25% ) 31,250 * 37,25
, Middle College Transportation 62,500 * 62,50
e High Five Staff Development Project' 25,000 * 25,000
s Grade 6 Transition/Academy Program Costs' 10,000
* 10,000
o Hi h Schools Band Instruments and Uniforms (50% to OHS and 50% to CRHS) 1 50,000 50,000
09/26/05
CA, Stanford and Central Elementary After School Program
44,000
Transportation Fuel and Repair Parts
20,000
50,000
Total Expansion or New Initiatives Budget
$ 1,307,036
$ 664,225
$ 758,549
Savings/Program Changes
2005.06
BOE
Requested
Manager
Recommendation
Approved
Budget
Human Resources Position (12 months savings
(20,000)
(20,000)
(20,000)
Janitorial
Privatization
(OHS)
(30,000)
(30,000)
(30,000)
Reduction
in Continuation
Budget (funded from fund balance 04 -05)
0
0
(152,000)
Reduction in Current Expense Budget
0
0
(75,800
Total Budget Reductions /Reallocations
$ (50,000)
$ (50,000)
$ (277,800)
Total 2005 -06 Local Expenditure Increases
$ 3,272,180
$ 1,140,998
$ 1,110,212
4 h
""T,
Orange couutp 6cbooW
o 200 (East Elting gitreet
, J�ittsboraugb, .QC 27278
Xgg1
Dr. Shirley Carraway (919) 732 -8126 Telephone
Superintendent (919) 732 -8120 Fax
www.orangeAl2.nc.us
September 20, 2005
Mr, Moses Carey, Jr., Chain
Orange County Board of County Commissioners
P.O. Box 8181
Hillsborough, NC 27278
Dear Mr. Carey,
Attached is a copy of the Orange County Schools' 2005 -2006 budget narrative. This document will be
distributed to parents and community members to ensure they are aware of the initiatives for the system
for this school year and the manner in which those initiatives were funded. We will be glad to respond to
any questions you might have.
Sincerely,
sc
Shirley �arraway, EdD
Superintendent
/pmc
cc: Mr. John Link, County Manager
Orange County Board of Education
Orange County Schools
200 East King Street
Hillsborough, NC 27278
Dr. Shirley Carraway (919) 732 -8126 Telephone
Superintendent (919) 732 -8120 Fax
www.orange.kl2.nc.us
September 20, 2005
Dear Parents and Community Members:
After a budget deliberation process that began last December, the Orange County Board
of Education has adopted its budget for the 2005 -2006 school year. A delayed state budget and
the need to trim the local budget because of the funding shortfall caused the process to extend
into September.
The district's original budget proposal, presented to the Board of County Commissioners
(BOCC) on June 9, was developed from the Orange County Schools' long -range Strategic Plan,
the recommendations of the Middle School Task Force and the preliminary recommendations of
the High School Task Force, and was reinforced by the findings of the BOCC- commissioned
Educational Excellence Workgroup. The requests fell into four categories: literacy development
and support; dropout prevention; increasing student enrollment and performance in challenging
coursework; and high quality teacher recruitment, development, and retention — all critical needs
identified by these committees composed of community members and staff.
While the Board of Education requested $3,272,180 from the BOCC to meet these needs,
the Commissioners appropriated $1,687,993. The district then began the task of selecting what
to cut, although this task could not be completed until the state budget was adopted and we knew
where state shortfalls would occur.
This year, required state budget reductions, called "discretionary cuts" because school
districts can choose which budget items to cut, amounted to $216,000 for Orange County
Schools. In the past, these discretionary cuts came at the same time that districts received extra
teaching positions to comply with state - mandated "class -size reduction." Because Orange
County Schools was already in compliance with state class -size regulations, the district was able
to return the money for those extra positions to meet its discretionary cuts. This year, because
there are no "extra" positions in the state budget, the district had to pull from existing funds to
return $216,000 to the state.
Once the Board of Education knew the state and local budget picture, they began to work
on how to remain solvent while meeting the community- supported budget requests.
In the end, the Board decided that our district must continue to move forward. Acting on
the philosophy that Orange County Schools needs to provide an education that is appropriate for
every child — right now and not just at some vague time in the future — the Board tapped the
system's fund balance to pay for the most significant needs. They did not take this step lightly.
To minimize the effect on the fund balance, administrators scoured the Continuation
Budget, line item by line item, to trim expenditures that had been previously allotted, resulting in
a savings of $152,000. Other cost - saving measures, including the privatization of,janitorial
services at Orange High School and the implementation of the Energy Education conservation
program, demonstrate how committed the district is to managing its resources efficiently and
effectively. In addition, the two enterprise programs, Child Nutrition and School Community
Relations, contributed a total of $400,000 toward meeting the 2005 -2006 budget requirements.
On September 6, having implemented these cost - saving and cost - cutting measures, the
Board of Education adopted a budget that included the following new items:
• 2 High School Counselors
These positions, one for each high school, support the Freshman Academy, a program put
into place to help reduce the dropout rate and support students as they make the transition
into high school. This addition also means that we will now have one counselor for each
grade level.
• 3 Reading Remediation Teachers
Our testing data show that reading proficiency begins to decrease as students enter middle
school, where texts become increasingly challenging. These Reading Remediation positions
will support our students at the two middle schools and at Orange High School. (Cedar Ridge
already has a Reading Remediation teacher.)
• 1 Math/Science Specialist
Our elementary schools do an excellent job of helping students reach grade -level proficiency.
Those students who are minimally proficient, however, often have a difficult time
maintaining proficiency when they reach middle school because of inadequate support at this
level. A math /science curriculum specialist will provide support for classroom teachers
through demonstration lessons, current research on best practices, and curriculum alignment
between grade levels and schools.
• 1/3 Literacy Specialist
As texts become increasingly difficult through the grades, students who are not confident
readers struggle to keep up, Having a literacy specialist allows us to provide continued
literacy support, especially in helping classroom teachers promote literacy in their content
areas. The rest of this position was funded through federal programs.
• 1.5 Social Workers
This addition will allow us to address the growing needs of our student population. In an
arrangement with the Department of Social Services, the district may be able to "match" this
1.5 positions to give us 3 positions, which would provide for one social worker per school.
• 1 Carpenter/Painter
This position in included because the district has added additional facilities without
increasing the staff to maintain them.
• Middle College Program
This program, which allows students to complete coursework for high school graduation
while taking community college courses, is a collaboration with Durham Public Schools,
Chapel Hill- Carrboro Schools, and Durham Technical Community College. It provides
another option for our high school students and helps to address the dropout rate.
• High Five
High Five is a collaborative effort among five school districts and five Triangle businesses to
improve our high schools, with the businesses funding the program at $500,000 per year for
five years. This budget item supplements the cost of High Five's essential staff development
opportunities for teachers and administrators in our district, opportunities we would not be
able to afford on our own.
• Grade 6 Transition Academy
One of our most significant academic challenges occurs as students make the transition into a
new school level — at the sixth grade and at the ninth grade. In 2004 -2005, our district
implemented the first phase of a 91h grade transition program to support students as they make
the adjustment to high school. The 6h grade program will allow us to offer similar support at
the middle school level.
• High School Band Program
Research clearly shows that students who are involved in school activities have better grades
and better attendance. Our band programs offer an opportunity for students to explore their
musical interests and talents, while making connections that support their academic success. It
also increases the likelihood that participating students will remain in school, thus reducing the
dropout rate. Our high school bands are in critical need of instruments and equipment to
support their expanding programs,
• Transportation Fuel and Repair Costs
With fuel at unprecedented prices, the district must supplement the allotment provided by the
state.
The Board of Education deliberated over this budget for many months, trying to ensure
that the district was doing everything it could to spend money wisely. And, while the Board
realizes that it must conserve its fund balance to open the new middle school and equalize
programs in the existing middle schools, it is also unwavering in its belief that we must take care
of the students we have today. Every day we do not move forward is a day we fall further
behind.
On behalf of the Board of Education and the students of Orange County Schools, I would
like to thank all the parents, staff, and community members for their support during the long
budget process.
Sincerely,
Shirley t- raway, Ed.D
V
Superintendent