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CEFPI North Carolina REPORT ON THESTATE OF THE STATE OF SCHOOL FACILITIES

May 2, 2011Steve Taynton, AIA

School Planning, NCDPI

Changes in the air

• Some improvement in housing sales and starts• Unemployment is slowly declining• Interest rates are still good• Some states showing increase in architectural jobs• Qualified School Construction Bond Sales have

increased• Bid prices have increased to rate of two years ago

• Note that government usually lags the private sector in recovery

Synopsis of 2009

• 290 projects in 2010 (down by 85), 552 review letters (down 332).

• (128 – 44% of those projects are designed by the LEA - no AE)

• 137 projects so far (4/12/2011) in 2011 • 23 (only 8%) New Schools in 2010, remainder

additions/renovations/other • Currently running about 50 projects in some

phase of design/review (also down from last year)

• Strive for review within ten days - staffing loss has caused delays

CONSTRUCTION COSTS

$83.59$84.43$87.28

$91.70$91.69$92.98$95.59$96.57$96.23

$113.98

$146.22$148.10

$155.49

$149.08

$128.70

$140.87

$80.00

$90.00

$100.00

$110.00

$120.00

$130.00

$140.00

$150.00

$160.00

1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

Year

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Current Construction Costs

• 2010 costs ran $141/ square foot• About 9.6% more than $128 in 2009.

Insignificant number to tabulate so far in 2011

• We urge you to return our cost information requests - it’s the only way we can share this valuable info everyone needs! Only + Half of you are responding.

• We are looking for Total Sq. Ft. & Bid Costs as Awarded

• Separate Site Work bids allow projects to be compared more easily and allow fields to become established prior to occupancy

Capital Funds

Two ways of looking at construction spending (2008/2009 Fiscal Year)

• 1. Bonds, COPS, QSCBs, QZABs, Public School Building Capital Fund (Does not include any “Pay as you Go” money)

• 2009/10 Local Bonds passed: Zilch past three years • 2009/10 COPS, QSCBs, QZABs

$308,480,850

• 2009/10 PSBCF disbursements (No ADM Fund receipts past two years)

• ADM (09/10 Thru April) : $ 17,676,684• Lottery (09/10 Thru April) : $121,998,779

• Total $448,156,313

Capital Funds (Continued)

• 2. Total Capital Funds Spent from Accounting Codes. – Includes only current expenses and may not include any

monies paid by the county on behalf of the LEA (like COPS, xfers for Sales Tax refunds). Figures do not include debt payments for prior construction. Figures do not include any 2009/2010 expenditures but may include administration,

maintenance, transportation and similar facilities)

– Spent 2009/2010

Total $802,487,536

PSBCF Redirection & Available

• PSBCF Holdback/Redirection– All Corporate Income Tax redirected from

PSBCF past two years– Current Budget: Lottery Fund earmarked for

school construction can be used to pay teachers

– 4/18 ADM Current Unallocated: $27,030,658– 4/18 Lottery Current Unallocated: $135,818,801– 4/18 CURRENT TOTAL $162,849,459

(Down $75.4M from last year)

New Construction4%

Debt Service65.81%

Bldg Sys--HVAC5.00%

Technology4.03%

Enlarge-Renovate3.81%

Repairs--Roofing3.70%

Land3.65%

Repairs--General2.66%

Multiple 2.69%

Planning & Design4.35%

2008/2009 Use of the PSBCF

Portion for Debt Service has increased from 48% to 65.8% in two years

Report March 21, 2011

Facility Needs Survey 2010-11

2010/2011 Long Range Facility Needs

• Recently completed –Five year cycle

• Overall Needs 8.2B (not including 2 LEAs)

Estimated Cost ($) % of TotalNew Schools 2,814,328,286 34.5Additions 1,684,746,985 20.6Renovations 3,031,579,800 37.1Furnishings/Equip 526,116,103 6.4Land 112,538,602 1.4Total 8,169,309,776 100.0

Changes in Needs

5-Year Needs 2005-06 Survey 2010-11 Survey % Change(2005 dollars) (2010 dollars)

New Schools 4,327,137,980 2,814,328,286 -34.96%Additions 2,256,214,566 1,684,746,985 -25.33%Renovations 2,281,415,049 3,031,579,800 32.88%Furnish / Equip 760,759,206 526,116,103 -30.84%Land 194,332,411 112,538,602 -42.09%

Total 9,819,859,212 8,169,309,776 -16.81%

Comparison with previous Survey

•Severe economic conditions dissuade districts from reporting needs not able to be funded•Considering renovation vs. new•Major Population growth decline

POPULATION GROWTH PROJECTIONS

1,250,000

1,300,000

1,350,000

1,400,000

1,450,000

1,500,000

1,550,000

1,600,000

2005-2006

2006-2007

2007-2008

2008-2009

2009-2010

2010-2011

2011-2012

2012-2013

2013-2014

2014-2015

Actual from 2010/11

Projection from 2005/06

Projection from 2010/11

Significant Findings

School Type New Schools ($) Renovations ($) Additions ($) Sum by Type 2 % Elementary 946,059,917 1,132,348,943 657,959,185 2,736,368,045 36.34Elem/middle (k-8) 103,959,699 126,964,391 109,708,307 340,632,397 4.52Middle 616,175,232 621,302,211 320,759,079 1,558,236,522 20.69High 1,120,534,232 984,834,337 543,558,720 2,648,927,289 35.18Other 1 27,599,206 166,129,918 52,761,694 246,490,818 3.27Totals 2,814,328,286 3,031,579,800 1,684,746,985 7,530,655,071 100.00

Construction Costs by Type of School

School Type Pre-K K-5 6-8 9-12 Total K-12*Elementary 1,608 55,025 0 0 55,025Elem/middle (k-8) 154 5,325 2,224 0 7,549Middle 0 0 28,089 0 28,089High 0 0 0 42,353 42,353Other 235 0 622 0 622Total 1,997 60,350 30,935 42,353 133,638

* Total does not include pre-Kindergarten

Capacity of New Schools (5 years)

Significant Findings (cont.)

• Mobile Units & Temporary Classrooms currently in use:– 5,845 classroom units (a decrease of 1,288 or

18% since the 2005/06 Assessment)– ~146,000 students are in mobile classrooms (at

an average of 25 students/classroom)– ~10% of all students are in mobile classrooms.

• Number of K-12 students (First Month ADM of 2010/2011):– 1,415,075 (an increase of 46,995 or 3.44%since

2005-06)

Significant Findings (cont.)

New Constr Additions Renovations Total MobilesMecklenburg 685,242,982 25,977,672 175,343,156 886,563,810 625Wake 297,989,518 195,040,323 380,389,059 873,418,900 1161Forsyth 162,737,721 38,137,155 44,293,158 245,168,034 453Harnett 161,782,127 24,260,748 7,772,790 193,815,665 194

Counties with greatest needs

# of Schools Cost

Percent of Total

All Classrooms 409 456,573,345 27.10%Gym / Multi / PE 183 226,406,733 13.44%Administration 108 47,493,252 2.82%Auditorium 16 31,396,518 1.86%Food Service 105 126,827,865 7.53%Media 84 59,210,453 3.51%

Subtotal, Net Bldg Costs 947,908,166 56.26% Demo and Site Preparation 255,822,605 15.18% Misc and other areas 295,988,366 17.57% Contingency and Design Fees 185,027,848 10.98%

TOTAL ADDITIONS 1,684,746,985 100.00%

Additions to Existing Schools by Room Type

New Potential/Actual Legislative Action

• Layoffs of thousands of LEA teacher assts, asst principals, central staff and others, 70-80 DPI staff as well as educational programs– GOOD POSSIBILITY IT WILL INCLUDE

ELIMINATION OF SCHOOL PLANNING AND PLANT OPERATION

• ADM fund (From Corporate Income Tax) may be eliminated

• Change Lottery distribution (more for Construction) (or less)

• Raise Cap on Charters substantially• We now manage Deaf & Blind Residential

Schools

Federal Stimulus Funding

• ALL QSCB Money allocated – may have some turned back in

• QZAB Money (interest free (or almost) loans) still available: $84,517,234 - apply anytime– 35% or greater free/reduced lunch– Renovations only

– 10% match with local business (can be in-kind)

Other Rumblings/Bills

• Tax credit for private schools • Fund only 1 supt/county • Raise/eliminate Charter Cap, transfer

control to new commission • Lower Corporate Tax Rate - eliminate

portion to PSBCF (school construction)• All or most Lottery Money to school

construction - distribution by ADM only Or

• Less money for School Construction

Proposed House Budget (April 27, 2011)

House Proposed Budget 2011-2012Proposed Reduction and General ImpactApril 27, 2011

Allotment CategoryContinuation

Budget Proposed $ Cut % Cut

Central Office 107,570,586$ 10,757,059$ 10% 130 Directors

Instructional Support 458,685,560$ 17,934,278$ 4% 290 instructional Support

School Building Admin 326,604,352$ 19,580,256$ 6% 320 Asst Principals(2)

Teacher Assistants 527,793,315$ 255,197,482$ 48% 8,814 Teacher asst.

Non-Instruction Support 396,649,804$ 59,497,471$ 15% 560 clerical

1,112 custodian

Academically Gifted 70,667,591$ 6,480,111$ 9% 103 Teachers

Limited English 75,055,124$ 7,505,512$ 10% 138 Teachers

At-Risk 251,049,088$ 30,215,891$ 12% 190 Teachers

17 Asst Principals

143 Teacher asst.

112 Instruct Support

78 Other

12,007 Total

Approx. # of staff

eliminated(1)

Plan Review Issues

• Small, non A/E designed projects cause the most problems– Often Booster Clubs, PTA– Good intentions– Not knowledgeable about building codes or

bidding laws– Poor structural, HAC, building details– Designed to be ‘cheap” not long lasting or

energy efficient– Do schools really want a “Pig in a Poke”

Challenge

• Creative Financing – Must get money from numerous sources

• Get the most for your buck – quality construction, vanilla materials

• Remember that longevity and low maintenance are crucial – be careful with “experimentation”

• True design is about function, design for learning and spatial relationships not just “how quick can we do this” or geometry.

Questions ??

Design with Nature