Long Range Facilities Plan

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Long Range Facilities Plan

• Advisory Committee Recommendation
• Board Work Study Meeting
• 1-26-04

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Long Range Facilities Advisory Planning Committee
Mark Lalum lalumm_at_digisys.net Tony
Dawson tony_at_nwcabinetworks.com Keith
Regier regier_at_digisys.net Colleen
Unterreiner cunterre_at_fvcc.cc.mt.us Allen
Slater slatera_at_sd5.k12.mt.us Cathe
Aldrich aldrichc_at_sd5.k12.mt.us Laili
Komenda lkomenda_at_centurytel.net Darlene
Schottle schottled_at_sd5.k12.mt.us Dan
Zorn zornd_at_sd5.k12.mt.us Todd
Watkins watkinst_at_sd5.k12.mt.us Gary
Rose roseg_at_sd5.k12.mt.us Chris
Bilant bilantc_at_sd5.k12.mt.us Joe
Orr boatguy_at_orrjk.com Barry Grace graceb_at_sd5.k
12.mt.us Bob Smith somerssupt_at_yahoo.com Calli
e Langohr langohrc_at_sd5.k12.mt.us Russ
Winters wintersr_at_sd5.k12.mt.us Patti
Woodworth woodworthp_at_sd5.k12.mt.us Rebecca
Dahl dahlr_at_sd5.k12.mt.us Jack
Fallon fallon_at_digisys.net Susie
Burch budski_at_digisys.net Joe McCracken mccracke
nj_at_sd5.k12.mt.us Leah McCracken mccrackenj_at_sd5.k
12.mt.us Mary Lerner (scribe) lernerm_at_centuryte
l.net
DocuShare Link http//www.sd5.k12.mt.us/doc/dsweb/
View/Collection-342
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Organization

• Background Information
• Enrollment Building Capacity
• Feasibility of Middle School
• High School Analysis
• Other Considerations
• Site availability
• Financial Implications

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CRITICAL ASSUMPTIONS Kalispell K-8 and FHS
FHS includes students who reside in the areas
that include the schools Cayuse Prairie,
Cornelius Hedges, Creston, Deer Park, Edgerton,
Elrod, Evergreen, Fair-Mont-Egan, Helena Flats,
Kalispell Junior High (8), Kila, Lilian Peterson,
Linderman, Marion, Olney-Bissell, Pleasant
Valley, Russell, Smith Valley, Somers-Lakeside,
West Valley.

• Maintain a high standard of excellence in
  Kalispell K-8 and FHS academics and activity
  programs.
• Relieve overcrowding in schools by creating a
  long range facility plan that considers
  enrollment, redistricting, curriculum offerings,
  and student needs.
• Improve the connectedness for students.
• Include 9th graders with high school student
  body.
• Establish a facility plan that allows for the
  creation of learning environments that meet the
  diverse needs of each student.
• Provide space for meetings, professional
  development, supplies, food service, and other
  student services
• DocuShare link to critical assumptions http//www
  .sd5.k12.mt.us/doc/dsweb/View/Collection-342

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Options ConsideredWork Study Meeting,12-1-03,
options A D eliminated

• Option A
• One new high school for the entire Flathead High
  School attendance area
• KJHS building - either 7-8 or 6-7-8 depending on
  enrollment projections and curriculum indicators
• Option B
• One high school setting maintained at the current
  location of FHS (with renovations)
• 9th Grade Transitional growing into the 2nd high
  school (short term)
• One smaller high school located in the current
  KJHS building (with renovations)
• One new middle school for 6-7-8
• Option C
• One high school setting maintained at the current
  location of FHS (with renovations)
• One high school built on a newly acquired piece
  of property Size could very depending the
  direction from the Board of Trustees.
• KJHS - either 7-8 or 6-7-8 depending on
  enrollment projections and curriculum indicators
• Option D
• 1 high school setting maintained at the current
  location of FHS with the intent of replacing it
  with a 2nd new high school within 10 years
  (minimal renovation)
• 1 new high school built on a newly acquired piece
  of property
• KJHS building - either 7-8 or 6-7-8 depending on
  enrollment projections and curriculum indicators

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Study Areas

• Enrollment
• Enrollment capacity
• Personnel needs
• Cost of personnel (Include activities)
• Curriculum implications (Include activity
  implications)
• Cost of expanding or renewing buildings
• Revenue from sale of buildings
• Sports activity implications
• Infrastructure
• Transportation costs
• Operational maintenance costs
• Bonding capacity
• Land acquisition
• DocuShare Link http//www.sd5.k12.mt.us/doc/dswe
  b/View/Collection-342

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Rationale
With Study Area Research

• Juxtapose Options

Arrive at Recommendations
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Working together Finding the picture in the
puzzle
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Facilities Research Site

• Researchers studied materials. Interesting
  findings were posted in the Facilities Research
  Site.
• Link to Site http//66.221.85.251/frs/index.php
• Consider browsing the site for research findings
  supporting materials presented.

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GrowthEnrollment. . .Capacity
Source 2003 Editor and Publishers Market Guide
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The Flathead Valley Is Growing
Taken from Chamber of Commerce Presentation
1/14/04

• The Glacier Mall development is designed to meet
  the needs of the Flathead Valley for the next 40
  or more years
• 271 Acres of commercial land within the
  development assures the Flathead Valley of ample
  room for future expansion
• Abundant open space - Approximately 85 percent of
  the County is owned by the US and state Forest
  Service

Source 2003 Editor and Publishers Market Guide
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Flathead Electric Information(previously
presented)
1,081
731
Year to Date 2003 Year to Date 2002 New
Residential Services
Data Source Flathead Electric
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Elementary - Future FHS Enrollment
Past 10 years
Past 3 years
Represented are the 14 feeder schools mentioned
in the critical assumptions.
Data Source Office of the County Superintendent
of Schools
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FHS EnrollmentLast 10 yrs Last 3 yrs
Data Source Office of the County Superintendent
of Schools
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Enrollment Summary
Data Source Office of the County Superintendent
of Schools
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FUNCTIONAL CAPACITY K-1212-03Developed by staff
administration
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Elementary - Capacity - Availability
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KJHS FHS - Capacity - Availability
1. Criteria Seats available
2. Criteria Industry standard based on sq ft
per pupil
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2 growth each 1500 building reaches capacity
2 growth each 1400 building reaches capacity
1 growth each 1400 building reaches capacity
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Summary

• Growth
• Valley population is growing
• Enrollment
• Growing at a rate 1 per year
• Capacity
• Buildings reaching or exceeding capacity

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Middle School 6-7-8 7-8

• Philosophy
• Personnel
• Facility

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Overview Middle School
Culture of successful middle schools
Adolescents Characteristics
Trends in grade configurations
Programming successful middle schools
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Adolescents Characteristics

• Social-emotional
• strong need for approval
• concerned about peer acceptance
• often overreacts to ridicule, embarrassment, or
  rejection
• likes fads, especially those shunned by adults
• strong need to belong to a group
• needs moderate amounts of time alone
• experiences mood swings often with peaks of
  intensity and unpredictability
• may exhibit immature behavior

• Physical
• rapid, irregular growth
• awkward, uncoordinated
• varying maturity rates
• restless, increased energy

Source This We Believe, NMSA,1995

• Psychological
• preoccupied with self
• increasingly independent
• self-esteem may fluctuate
• believe personal issues are unique to themselves
• self-conscious and sensitive to personal
  criticism

• Cognitive-intellectual
• wide range of individual intellectual development
• increase in abstract thinking
• prefer active over passive learning
• prefer interaction with peers during learning
  activities

• Moral
• considers the rights and feelings of others
• can assess moral matters in shades of grade
• generally idealistic
• quick to see flaws in others, but slow to
  acknowledge their own faults

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Culture
Successful
Middle Schools
Source This We Believe, NMSA,1995
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MiddleSchool Programming
Source This We Believe, NMSA,1995
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Trends responsive to needs of adolescents
social, personal, academic development found in
schools 6-8 grades
Source This We Believe, NMSA,1995
The implementation of good practices and strong
programs, NOT grade configuration, determines
effectiveness of schools for young adolescents.
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Middle School Consideration Personnel Needs
Grades 7 8
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SummaryStaffing 78 Middle School

• Total FTE Available 42.05
• Total FTE Needed 47.90
• FTE Deficit 5.85

• Advisory periods have no impact on personnel
  availability.
• Exploratory programs may begin with elective
  offerings.
• Trained, committed staff will impact staff
  development offerings.

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Middle School Consideration Personnel Needs
Grades 6, 7, 8
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SummaryStaffing 6, 7, 8 Middle School

• Total FTE Available 57.85
• Total FTE Needed 63.60
• FTE Deficit 5.75

• Advisory periods have no personnel impact.
• If 6th activities will be offered as they are now
  then no impact
• Exploratory programs may offer challenges.
• Trained, committed staff will impact staff
  development offerings.

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Middle School Recommendation
Develop KJHS as a 6-7-8 Middle School with
renovations.
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High School Recommendation

• Build 2nd Comparable High School
• Questions
• Curriculum
• Program development
• Best interest -students proceed
• Committee research follows

Maintain FHS - present site - renovations as
funding allows
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CTA Walkthrough KJHS slide 1 of 2

• Purpose
• Determine suitability of converting KJHS into a
  high school.

KJHS Statistics 1020 students 89 115,000 sq ft
on 27 acres w/in industry standards No
sprinkler (fire)

• General statements
• Gym increase floor seating locker upgrades
• Add auditorium or cafeteria commons
• Kitchen upgrade
• Ventilation in computer areas
• Counseling area renovation
• Locker number and location
• General building condiditon GOOD!

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CTA Walkthrough KJHS slide 2 of 2
Recommend NOT convert to HS

• Reasons
• Site imbedded in residential area
• 1200 HS ? double floor space
• 27 acres inadequate 35-40 recommended
• Circular pods costly to enlarge
• Office Counseling major renovation for HS
• Library expansion
• Cafeteria added
• Gym/Locker insufficient for HS
• Band, orchestra, choir inadequate for HS
• Overall configuration more suited for MS

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2-High School Personnel Implications Slide
1of 3
Flathead High Schools FTE Availability
Flathead High School
Other High School
Core Subject Areas Art 3.35 FTE English 13.9
FTE Foreign Language 3.5 FTE Math 8.9 FTE Music
2.1 FTE PE 4.0 FTE Science 8.1 FTE Social
Studies 7.35 FTE Business Ed 3.3 FTE
Core Subject Areas Art 3.35 FTE English 13.9
FTE Foreign Language 3.5 FTE Math 8.9 FTE Music
2.1 FTE PE 4.0 FTE Science 8.1 FTE Social
Studies 7.35 FTE Business Ed 3.3 FTE
Alternative Schools Bridge Academy 2.0 FTE Laser
School 6.6 FTE
Vocational Programs Vocational 8.1 FTE Home
Economics 3.0 FTE Health Careers .4 FTE
Support Staff Special Education 5.3
FTE Counseling 3.45 FTE Library 1.9
FTE Administration 3.0 FTE
Support Staff Special Education 5.3
FTE Counseling 3.45 FTE Library 1.9
FTE Administration 3.0 FTE
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2-High School Personnel Implications Slide 2
of 3

• Certified Support Staff Accreditation
  Considerations
• Guidance
• 1 FTE 400 students
• Current FTE 6.95 6 ? accreditation standards
  
• Library/Media
• 2 FTE 1001-1500 students
• Current FTE 3.83 in the HS Budget
• Administration
• 3 FTE 1051-1550 students
• Current FTE 6 includes KJHS Dean

• Assumptions
• Share
• Rawson Field
• Vocational Program facilities
• Nurse FTE
• 3 counselors per building
• 2 Librarians per building - .2 FTE currently
• Secretarial / classified staff - split
• 3 administrators per building 1 administrator
  serves as AD
• Teaching staff split

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2-High School Activities Extra Curricular -
slide 3 of 3

• Activities Existing Budget Total Deficit
• 73,711 126,922 200,633 (73,711)
• Athletics
• 287,001 427,750 714,751 (287,001)
• Total
• 360,712 554,672 915,384 (360,712)

Possible Extra-Curricular Program Adjustments to
decrease deficit Pay to Play all
activities (60,000) Increase Gate
Fees (10,000) Increase Season
Tickets (10,000) 9th Grade A.D (3,268) Stu
dents Pay 100 of Meals (12,000) Total
Adjustments (95,268) Adjusted Ex-Curricular
Deficit 268,444
Note FY 2002-2003 Data
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1.
5.
2.
3.
4.
Other Considerations General Diagram Breakout
of each area to follow
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1. Elementary Schools

• Configuration
• Re-Districting
• Space
• Neighborhood Schools

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2. Student Services Locations

• Food Services
• Existing buildings
• Transportation
• Gym space
• Bus Barn/Transportation
• Service/Delivery Special Education Programs
• Central Supply Location

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3. On/Off Campus Extras

• Student Center
• Create/Expand with FVCC
• Inclusive programs
• Commons Areas
• Performing Arts Area(s)
• Conference Room(s)
• Joint use Facilities

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4. Central Office

• Activities Director Location?
• Business
• Technology Personnel best location?
• Administration
• Supplies
• Federal Programs personnel
• Conference Room(s)/ Learning Center(s)

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5. Other High School Issues

• Laser Location
• Bridge /Academy
• Ag Building/Ag Services
• Wood Shop
• Auto Mechanics
• Plato
• Technology as a learning tool
• Alternative Education 7-12
• Align High School Courses
• Middle School Philosophy
• Freshman Academy

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Site
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RESULTS FROM PREVIOUS STUDY
Site 2 Stillwater W. Reserve
Site 8 Rose X Trumbell Cr
Site 1 - Sec 36
Site 4 Helena Flats - E. Reserve
Site 9 FVCC
Site 7 3 Mi Dr - Stillwater
Site 5 Lower Valley 1
Site 6 Lower Valley 2
Site 3 Somers School
Numerical Evaluation Data next slide
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Site Evaluation Data Source CTA Site Evaluation
4-21-02
Helena Flats - E. Reserve
Stillwater W. Reserve
Rose X Trumbell Cr
3 Mi Dr - Stillwater
Lower Valley 2
Lower Valley 1
Somers School
Sec 36
FVCC
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Site Recommendation

• Section 36
• Previous recommendation HS Site Acquisition
  Committee 2002

Source Flathead County GIS Department 11-03
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60 acre parcel of Section 36
Source Flathead County GIS Department 11-03
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Site Recommendations

• Recommendation 1
• Proceed with authorization for Section 36

• Recommendation 2
• Enter into discussions with West Valley

• Recommendation 3
• Seek additional land in lower valley

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Financials Bond/ Indebtedness slide 1 of 2
Costs reported per 100,000 assessed value
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Financials Bond/ Indebtedness/Recap slide 2
of 2

• Bonds 20-year tax exempt
• Average interest 5
• Assumes voter approval Nov. 2004
• New debt service effective 7-1-05
• Capped amount state aid received/applied to debt
  service schedule. Calculated by D.A. Davidson.
  Not applicable to 1,000,000 bond increments.

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Financials Operation Maintenance slide 1 of 5
Gen.Fund 2003-04 CAP Available Elementary 11,27
8,754 11,278,754 0 High School 12,676,885 13,
469,816 792,931
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Financials Operations Maintenance slide 2
of 5
See slide 1 of 5
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Financials Operation Maintenance slide 3 of 5
See slide 1 of 5
Population 1100 from 850 250 student
increase 130 sq feet per student is industry
standard 250 X 130 X 3.15 102,000
(approximately)
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Financials Operation Maintenance - slide 4 of
5
1200 students 150 sq ft per student - industry
standard 3.15 per sq ft 1200 X 150 X 3.15
567,000
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Financials Operation Maintenance slide 5 of 5
Building cost described in previous slide
1200X150X3.15
Remodel FHS bonding required architect
estimate - 7 million
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Financials Budget Tax Implications - Notes

• Elementary General Fund Budget is capped.
• Cap remains until legislative relief and/or
  enrollment growth
• Additional costs absorbed into budget via cuts or
  use of transitional funds, if available
• High School General Fund Budget not capped.
• Can accommodate additional OM
• Increase voted - May school election
• Annual cost 11.50 per 100,000 assessed value
  
• If bond buys land, then building reserve could
  operate to allow time for approval of building
  operating levies.
• Cap increases when ANB increases and/or state
  funding provides additional student entitlement
  and conversely.
• OM increases annually inflation, energy, salary
  benefits Legislative relief necessary
  regardless of facility decisions.
• Based on overhead costs, the most affordable
  would be to convert KJHS to 7-8 Middle with plans
  to expand to 6-7-8 Middle.

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Pieces of the Puzzle
59
. . . Much work to be done
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Committee Recommendations

• Recommendation 1
• Develop KJHS as a 6-7-8 Middle School with
  renovations.
• Recommendation 2
• Build a second high school.
• Recommendation 3
• Maintain FHS at present location with
  renovations.

• Recommendation 4
• Proceed with the acquisition of Section 36.
• Enter into discussions with West Valley.
• Recommendation 5
• Seek additional land in the lower valley.

61
(No Transcript)