1. MCCPTA—MCPS CIP 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

2. 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

3. 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

4. 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

5. Total MCPS Enrollment

6. MCPS Race/Ethnic Composition 1970 to 2007 41.2% 23.0% 14.8% 15.2% 21.5% 23.0% 40.0%

7. Grades Entering are Smaller than Grades Exiting Preliminary September 30, 2003

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

9. MCPS Grades 6–8 Enrollment, Fifth Year of Decline

10. MCPS Grades 9–12 Enrollment, Second Year of Decline

11. MCPS Total Enrollment, Second Year of Decline

12. Enrollment Change in Area School Districts

13. 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 Births

14. Change in Kindergarten Entry Age Reduced MCPS Enrollment from 2003–04 to 2006–07 Montgomery County Resident Births

15. Immigration Down Since 2001 Data Unavailable for these years

16. Entries to MCPS from Private Schools 1990 to 2006

17. Montgomery County Housing Large Increases Since 2000

18. Rental Costs Also Increasing

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

20. Elementary Enrollment Declining in Red Zone Schools and Increasing in Green Zone Schools 27,517 29,216 29,054 32,000

21. Demographics of Focus and Non-Focus Schools

22. MCPS Enrollment Forecast

23. MCPS K–5 Enrollment Actual 1990 to 2007 and Projected 2008 to 2013 59,674 Projected ActualProjected 49,830 56,500 60,619

24. MCPS Grades 6–8 Enrollment Actual 1990 to 2007 and Projected 2008 to 2013 ActualProjected 20,841 27,215 28,540

25. MCPS Grades 9–12 Enrollment Actual 1990 to 2007 and Projected 2008 to 2013 Projected 39,323 ActualProjected 41,303 26,827 38,204

26. MCPS Total Enrollment Actual 1990 to 2007 and Projected 2008 to 2013 ActualProjected 103,732 138,256 138,527

27. Maryland Public Enrollment Trends Actual 1990 to 2006 and Projected 2007 to 2016 850,720 ActualProjected 825,966 786,488 858,940

28. Capital Improvements Program CIP Project Completions in 2007–2008 FY 2009–2014 CIP Highlights

29. 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.

30. FY 2009–2014 CIP Highlights: 2 New Schools Opening 11 5 Clarksburg ES #8 (new) McKenney Hills ES (reopening) Clarksburg ES #8 (new) Downcounty Consortium ES #29 (reopen McKenney Hills ES)

31. FY 2009–2014 CIP Highlights: 325 Classroom Additions 89 64 105 42 57 6 105 8183 0 21 42 105 40 7980 0 21 105 40 79 0 80 21 105 0 40 79 80 21

32. Relocatable Reduction Initiative 719 607 200

33. 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

34. FY 2009–2014 CIP Highlights: 18 Schools to Be Modernized 3 1 4 3 5 1 1 6 2 44 1 4 2 6 1 4

35. 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)

36. FY 2009–2014 CIP Highlights: School Modernizations (Opening date in parenthesis) Middle Key MS (8/09) Cabin John MS (8/11) Hoover MS (8/13) Farquhar MS (8/15) Tilden MS (8/17) High Walter 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)

37. FY 2009–2014 CIP Highlights: Elementary School Gym Additions Schedule 4 55 3 5 3 5 4 1 5 Program complete, all elementary schools have gyms. 3 5 4 1

38. 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

39. Superintendent’s Recommended FY 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

40. 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

41. FY 2009–2014 CIP Highlights: Boundary Studies Spring 2008—community involvement Mid-October 2008— superintendent recommendation November 2008—BOE action Implementation in August 2009

42. Funding the CIP

43. 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

44. 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)

45. 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

46. 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)

47. 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%

48. 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.

49. 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

50. FY 2008 State CIP Request

51. 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

52. 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

53. Construction Funding Balance and Forward Funded Project Requests

54. Systemic HVAC and Roof Project Requests

55. Planning and Construction Requests

56. Relocatable and Planning Approval Requests

57. Reading the CIP

58. 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

59. Chapter 4

64. 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

65. 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

66. Questions and Discussion Please fill out feedback forms www.mcps.k12.md.us/departments/planning/ CIPmaster_Current.htm