MCCPTA—MCPSCIP Forum

October 30, 2007

The Recommended FY 2009 Capital Budget and FY 2009-2014

Capital Improvements Program (CIP)

www.mcps.k12.md.us/departments/planning.htm

Agenda• Welcome

• Enrollment Trends

• CIP recommendations

• Non-capital recommendations

• CIP Funding Sources

• Reading the CIP

• Tips for Testimony

• Questions & Answers

• Division of Maintenance Presentation

• Questions & Answers

Handout Materials

• Feedback form

• Division of Long-range Planning and Division of Construction staff contact list

• PowerPoint presentations

• FY 2009 Capital Budget and FY 2009–2014 CIP

Montgomery County Public Schools

Enrollment Trends

2006–07

130 Elementary Schools

38 Middle Schools

25 High Schools

6 Special Education programs

1 Career & Technology Center

Total MCPS Enrollment

MCPS Race/Ethnic Composition1970 to 2007

41.2%

23.0%

14.8%

MCPS Enrollment by Race/ Ethnic Group, 1970 to 2007 preliminary

0

20000

40000

60000

80000

100000

120000

140000

160000

1970 1972 1974 1976 1978 1980 1982 1984 1986 1988 1990 1992 1994 1996 1998 2000 2002 2004 2006

White African-American Hispanic Asian-American

15.2%

21.5%

23.0%

40.0%

Grades Entering are Smaller than Grades Exiting

Preliminary September 30, 2003 MCPS Enrollment by Grade

Preliminary September 30, 2007

9,558 9,374 9,3349,577 9,436

10,44710,170 10,338

9,5289,314

10,755

9,5579,392

5,000

6,000

7,000

8,000

9,000

10,000

11,000

K 1st 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th

MCPS Grades K–5 Enrollment, First Increase in Six Years

Annual Change in K-5 Enrollment: 1990 - 2007 est.2,155

1,4111,212

1,432

785426

197

-1,039-605 -357

302622

1,440 1,491

-104

68

-1,038

143

-1,500

-1,000

-500

0

500

1,000

1,500

2,000

2,500

199019911992 199319941995 199619971998 199920002001 200220032004 200520062007 est.

MCPS Grades 6–8 Enrollment,Fifth Year of Decline

Annual Change in 6-8 Enrollment: 1990 - 2007 est.

909

1,124984 977

696 676

460 456

8991,007

1,154

807

321

-732

-508-323-252

-290

-1,000

-500

0

500

1,000

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

2007 est.

MCPS Grades 9–12 Enrollment,Second Year of Decline

Annual Change in 9-12 Enrollment: 1990 - 2007 est.

795 786

1,190

765863

1,002

1,495

1,130

1,598

1,267

994

549

1,076

-456

-283

1,465

231

44

-700

-200

300

800

1,300

1,800

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 20062007 est.

MCPS Total Enrollment,Second Year of Decline

Annual Change in Total MCPS Enrollment: 1990-2007 est.

34733667

33923653

3209

2214

2817 2837

3619

2059

134 50

-1589 -298

312

25242638 2530

-2000

-1000

0

1000

2000

3000

4000

19901991199219931994199519961997199819992000200120022003200420052006

2007 est.

Enrollment Change in Area School Districts

Change in Enrollment Between 2005-06 and 2006-07in Washington Area School Districts

203

-2,829

3,119

2,504

452552

-499

-309

-7

-1,589

-2,311-3,000

-2,000

-1,000

0

1,000

2,000

3,000

LoudounPrinceWilliam

FrederickHoward Fairfax

ArlingtonAlexandria

AnneArundel

Montgomery

PrinceGeorge'sDistrict ofColumbia

1990s Dip in County Births Moving Through MCPS–Births Since 2000 Will Increase Enrollment Later

38 children born every day, on average

Montgomery County Resident BirthsMontgomery County Resident Births

13,806

13,50713,54613,529

13,15413,14913,055

12,36912,251

11,81211,84712,185

12,20312,194

12,43212,46612,733

11,000

11,500

12,000

12,500

13,000

13,500

14,000

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

Change in Kindergarten Entry Age ReducedMCPS Enrollment from 2003–04 to 2006–07

Montgomery County Resident Births

Immigration Down Since 2001

Annual Enrollment of Students from Outside the U.S.A.

3,3813,300

4,302

3,939

3,582

3,1353,1093,2883,2313,220

2,983

3,833 3,774 3,808

4,122

2,000

2,500

3,000

3,500

4,000

4,500

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

Data Unavailable for these years

Entries to MCPS from Private Schools 1990 to 2006

Net Losses or Gains in MCPS Enrollment from County Private Schools

35 56115 96

519

717

629 626565

496

-69-240

151

-172

99

-400

-200

0

200

400

600

800

1990-911991-921992-931993-941994-951995-961996-971997-981998-991999-002000-012001-022002-032003-04200-052005-06

2006-07 prelim.Net # Students Exiting or Entering MCPS

from County Private Schools

Montgomery County HousingLarge Increases Since 2000

Montgomery County Housing Median Sales Value by All Housing Units

(Detached, Attached, and Condo Units)

$485,000

$395,000

$320,645

$464,000

$172,900

$182,500

$187,000

$190,000

$189,500

$187,000

$197,000

$205,000

$205,000

$217,500$236,077

$282,918

$150,000

$200,000

$250,000

$300,000

$350,000

$400,000

$450,000

$500,000

$550,000

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

Rental Costs Also IncreasingMontgomery County Average Turnover Rents:

1998–2006

$871

$928

$1,030

$1,076$1,111

$1,154$1,167

$1,212

$726

$700

$800

$900

$1,000

$1,100

$1,200

1998 1999 2000 2001 2002 2003 2004 2005 2006

Focus Schools in Areas of High FARMS (red) and Non-Focus Schools in Areas of Lower FARMS (green)

Elementary Enrollment Declining in Red Zone Schools and Increasing in Green Zone Schools

Total Enrollment in Focus and Non-Focus Elementary Schools: 1990 to 2006

26,000

27,000

28,000

29,000

30,000

31,000

32,000

33,000

34,000

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006

Focus Non-Focus27,517

29,216

29,054

32,000

Demographics of Focus and Non-Focus Schools

Demographics of Focus and Non-Focus Elementary Schools:Percent of Enrollment by Various Characteristics, 2006–07

47.7

78.474.7

67.875.2

21.6

32.2

62.4

24.8

75.5

24.5

37.6

25.3

52.3

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

80.0

90.0

% of allEnrollment

% of allFARMs

% of allESOL

% of all Afri-Amer.

% of allAsianAmer.

% of allHispanic

% of allWhite

Percent

Focus Schools Non-Focus Schools

MCPS Enrollment Forecast

MCPS K–5 Enrollment Actual 1990 to 2007 and Projected 2008 to 2013

59,674

Projected

MCPS Grades K-5 EnrollmentActual 1990-2007 and Projected 2008-13

45,000

47,000

49,000

51,000

53,000

55,000

57,000

59,000

61,000

63,000

199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013

Actual Projected

49,830

56,500

60,619

MCPS Grades 6–8 Enrollment Actual 1990 to 2007 and Projected 2008 to 2013

MCPS Grades 6-8 EnrollmentActual 1990-2007 and Projected 2008-13

18,000

20,000

22,000

24,000

26,000

28,000

30,000

32,000

199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013

Actual Projected

20,841

27,215

28,540

MCPS Grades 9–12 Enrollment Actual 1990 to 2007 and Projected 2008 to 2013

Projected

39,323

MCPS Grades 9-12 EnrollmentActual 1990-2007 and Projected 2008-13

26,000

28,000

30,000

32,000

34,000

36,000

38,000

40,000

42,000

44,000

199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013

Actual Projected

41,303

26,827

38,204

MCPS Total Enrollment Actual 1990 to 2007 and Projected 2008 to 2013

MCPS Total EnrollmentActual 1990-2007 and Projected 2008–2013

95,000

105,000

115,000

125,000

135,000

145,000

199019911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013

Actual Projected

103,732

138,256 138,527

Maryland Public Enrollment Trends Actual 1990 to 2006 and Projected 2007 to 2016

850,720

Maryland Historical and Projected Public Enrollment

770,000

790,000

810,000

830,000

850,000

870,000

1995199619971998199920002001200220032004200520062007200820092010201120122013201420152016

Actual Projected

825,966

786,488

858,940

Capital Improvements Program

• CIP Project Completions in 2007–2008

• FY 2009–2014 CIP Highlights

Recent CIP Successes• Council approved a $1.211 billion in expenditures in

Amended FY 2007–2012 CIP

2007–08 School Year:¤ Opened Arcola ES—August 2007.¤ Completed modernization of Parkland MS—August 2007.¤ Will complete modernizations of Richard Montgomery HS

and College Gardens ES—January 2008.¤ Completed additions at Sherwood HS (+16 rms.), Einstein

HS (+7 rms.), Sligo Creek ES (+4 rms.), and Weller Road ES (+11 rms.)

¤ Will open gymnasiums at 5 elementary schools: Arcola, Bel Pre, Burning Tree, Fairland, and Thurgood Marshall.

FY 2009–2014 CIP Highlights: 2 New Schools Opening

1 1

5

Clarksburg ES #8

(new)

McKenney Hills ES(reopening)

Schools Scheduled for Opening 2008 to 2013

0

1

2

3

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14

School Year Opened

Elementary Middle High

Clarksburg ES #8 (new)Downcounty Consortium ES #29 (reopen McKenney Hills ES)

FY 2009–2014 CIP Highlights: 325 Classroom Additions

89

64

105

42

57

6

105

81 83

0

21

42

105

40

79 80

0

21

105

40

79

0

80

21

Classroom Additions ScheduledIncludes additions that are part of school modernizations

2008 to 2013

0

25

50

75

100

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14School Year Opened (either August or follow ing January of year)

Elementary Middle High

105

0

40

79 80

21

Relocatable Reduction Initiative

719

607

200

Reduction in Number of Relocatable Classrooms 2005–06 to 2007–08

560

685

462

0

100

200

300

400

500

600

700

800

2005-06 2006-07 2007-08

# Relocatables at Schools

FY 2009–2014 CIP Highlights:New Facility Planning Projects

Proposed New Schools

• Clarksburg/ Damascus MS

• Clarksburg Cluster ES

Proposed New Additions

• Barnsley ES

• Bradley Hills ES

• Clarksburg HS

• Darnestown ES

• Georgian Forest ES

• Highland View ES

• Ritchie Park ES

• Rosemary Hills ES

• Viers Mill ES

• Wyngate ES

FY 2009–2014 CIP Highlights: 18 Schools to Be Modernized

3

1

4

3

5

1 1

6

2

4 4

Schools Scheduled for Modernization2008 to 2013

0

1

2

3

4

5

6

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14School Year Opened (either August or following January of year)

Elementary Middle High

1

4

2

6

1

4

FY 2009–2014 CIP Highlights:School Modernizations

(Opening date in parenthesis)

Elementary Galway (1/09)

Cashell ES (8/09)

Bells Mill ES (8/09)

Cresthaven ES (8/10)

Carderock Springs ES (8/10)

Farmland ES (8/11)

Cannon Road ES (1/12)

Garrett Park ES (1/12)

Seven Locks ES (1/12)

Beverly Farms ES (8/13)

Glenallan ES (8/13)

Weller Road ES (8/13)

Elementary Bel Pre ES (8/14)

Candlewood ES ((1/15)

Rock Creek Forest ES (1/15)

Wayside ES (8/16)

Brown Station ES (8/16)

Wheaton Woods ES (8/16)

Potomac ES (1/18)

Luxmanor ES (1/18)

Maryvale ES (1/18)

FY 2009–2014 CIP Highlights:School Modernizations

(Opening date in parenthesis)

MiddleKey MS (8/09)

Cabin John MS (8/11)

Hoover MS (8/13)

Farquhar MS (8/15)

Tilden MS (8/17)

HighWalter Johnson HS (8/09)

Paint Branch HS (8/11)

Gaithersburg HS (8/12)

Wheaton HS (8/14)

Seneca Valley HS (8/16)

Wootton HS (8/18)

FY 2009–2014 CIP Highlights: Elementary School Gym Additions Schedule

4

5 5

3

5

3

5

4

1

Elementary School Gymnasium Schedule2008 to 2013

0

1

2

3

4

5

6

2008-09 2009-10 2010-11 2011-12 2012-13 2013-14School Year Opened (either August or following January of year)

5

Program complete, all elementary schools have gyms.

3

5

4

1

FY 2009–2014 CIP Highlights: Restroom Improvements

• 47 schools in program – began in FY 2007

• 24 schools completed so far (FY 2007 and FY 2008)

• 11 schools in FY 2009• 12 school in FY 2010• Facility Planning requested to

assess additional schools for restroom renovations

Superintendent’s RecommendedFY 2009–2014 CIP

Changes in Scope or Schedule

• Redland MS and Ridgeview MS¤ Reduction in scope of projects

• Paint Branch HS Modernization¤ One year delay

• Watkins Mill MS #2¤ Replaced by Clarksburg/Damascus MS

• Carl Sandburg Center¤ Collocation study instead of modernization

• Rachel Carson ES¤ Reassign ELC to Jones Lane ES in August

2010, and monitor enrollment

FY 2009–2014 CIP Highlights: Boundary Studies

Churchill Cluster

Bells Mill ES, Potomac ES and Seven Locks ES boundary review to relieve Potomac ES.

Study to include Cabin John MS and Hoover MS due to articulation of Potomac to Hoover MS and Bells Mill ES and Seven Locks ES to Cabin John MS.

Clarksburg Cluster

Cedar Grove ES, Clarksburg ES, and Little Bennett ES to form service area for Clarksburg ES #8

FY 2009–2014 CIP Highlights: Boundary Studies

• Spring 2008—community involvement

• Mid-October 2008— superintendent recommendation

• November 2008—BOE action

• Implementation in August 2009

Funding the CIP

Biennial CIP Process

• The CIP is a biennial plan¤ All projects reviewed in odd-numbered fiscal

years¤ Amendments in even numbered fiscal years

• FY 2009 is full CIP year

Definitions

• The Capital Improvements Program (CIP) is a six-year spending plan (e.g. FY 2009-2014)

• It is a line item spending plan - each project has its own Project Description Form (PDF) except for modernizations and school re-openings (RROCS)

Definitions (continued)• The Capital Budget is an annual budget adopted by

the County Council (e.g. FY 2009)

• It provides the appropriation (funding) authority to award contracts and to obligate expenditures

• It is adopted for the current year in the CIP only • The Capital Budget and the CIP can only be revised

by the County Council

How is the CIP Funded?• Bonds – determined by Spending Affordability Guidelines

(SAG)

• State Aid – determined by state formula based on eligible projects in approved CIP

• School Impact Tax — A tax collected at time of building permit for each new dwelling unit constructed, and can only be used for school capacity projects

• Recordation Tax —A portion of the tax collected when a residential property is transferred to a new owner. A current revenue source that also can be used for non-capacity type projects (e.g. technology).

• Current Revenue – the same funding source as the operating budget – (technology, relocatable classrooms, and facility planning)

Spending Affordability Guidelines (SAG)

• SAG determines amount of bond revenue

• Spending Affordability Guidelines (SAG) set higher than in the past.

¤ $300 million for FY 2009 and FY 2010, and six-year total of $1.8 billion.

¤ $150 million above the previous six-year SAG total

• The County Council can review SAG in February 2008

¤ SAG can be lowered by any amount or increased by a maximum of 10%

School Impact Tax and Recordation Tax Changes

• School impact tax revenue is below anticipated levels:

¤ FY 2007–2012 CIP assumption was $128 million for six-year period.

¤ FY 2007–2012 Amended CIP assumption is $48.3 million for the six-year period.

• Recordation tax revenue is below anticipated levels:

¤ FY 2007–2012 CIP assumption was $225.4 million for the six-year period.

¤ FY 2007–2012 Amended CIP assumption is $176.7 million for the six-year period.

School Impact Tax and Recordation Tax

• County assumption for school impact tax revenue in the adopted FY 2007–2012 Amended CIP:

¤ FY 2008 $8.3m, FY 2009 $8.0m, FY 2010 $8.0m, FY 2011 $8.0m, FY 2012 $8.0m

• County assumption for recordation tax revenue in the adopted FY 2007–2012 Amended CIP:

¤ FY 2008 $26.8m, FY 2009 $26.5m, FY 2010 $26.5m, FY 2011 $22.5m, FY 2012 $22.4m

FY 2008 State CIP Request

MCPS State Aid Request Summary(millions)

• Construction funding balance $ 2.16• Systemic renovations $ 3.40• Planning and Construction (Forward) $ 5.55• Planning and Construction funding $121.62• Relocatable Moves $ .1• Planning approval – 3 projects $ n/a

Total $132.83

• State aid request for FY 2009 is $132.8 million.

• $5.6 million is amount state has indicated an obligation to fund under current rules.

• $127.3 million is amount for projects eligible for state funding, but without the prerequisite state planning approval.

MCPS State Aid Request Summary

Construction Funding Balance and Forward Funded Project Requests

Systemic HVAC and Roof Project Requests

Planning and Construction Requests

Relocatable and Planning Approval Requests

Reading the CIP

Table of Contents

• Cover Letter• Chapter 1 – CIP recommendation• Chapter 2 – The Planning Environment• Chapter 3 – Facility Planning Objectives• Chapter 4 – Adopted Actions and

Planning Issues by Cluster• Chapter 5 – Countywide Projects• Appendices A - Y

Chapter 4

CIP Review and Action Schedule

• Board of Education

¤ November 8, 2007—Board Work session

¤ November 14, 15, 2007—Board Public Hearings

¤ November 19, 2006—Board Action

• County executive

¤ December, 2007—County executive review

¤ January 15, 2008—County executive recommendations

• County Council

¤ February to May, 2008—County Council review

¤ May 31, 2008—County Council approves CIP

Tips for Testimony

Presenters should…

• Keep testimony within the time allotted

• Check your facts

• Focus on issues directly related to the CIP

• Bring 25 copies of written testimony to be given to Board staff (they will distribute)

• Summarize testimony during oral presentation – try not to read verbatim

• Build talking points to a theme

• Rehearse your presentation

Questions and Discussion

Please fill out feedback forms

www.mcps.k12.md.us/departments/planning/CIPmaster_Current.htm