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INFORMATION #3 09-21-1998B-78 INFORMATION Elk River Area Schools Independent School District 728 A Summary of the Comprehensive Facilities Master Plan For Maintenance, Improvements and Construction SEPTEMBER 1998 B-79 · Table of Contents Introd uction/Pu rpose Plan Components The Planning Effort Planning Assumptions Current School Facilities Current Enrollments Enrollment ProjeCtions Geographic Factors Demographic Study Growth Model Facilities Construction Sequence Financial Analysis Summary A Plan for District 728 Buildings and Sites, September, 1998: Page I B-80 Introduction This Comprehensive Facilities Plan is the product of input by parents, administrators, principals, teachers, staff, community members, the school board, and consultants over several years. This summary represents the consolidation of many separate plans and strategies into one inte~jrated document addressing facility needs within the Elk River Area School District. The Comprehensive Facilities Plan is a guide for facilities improvements and the addition of new buildings. It does not directly address changes in the educational programs, curriculum, or organizational policies. Purpose The main purpose of the plan is to recommend short and long-term physical improvements to existing facilities and to anticipate where and when new facilities will be needed, The planning is driven by the following nbeds: · To coordinate all existing district facility plans · To formalize the annual planning process · To generate a long term financial plan for facilities. This Comprehensive Facilities Plan is based on current facility conditions, educational philosophy, district policies, and financial realities. It aims to provide schools in which learning, in safe and healthy environments, for students, families and the community is the priority. The planning horizon is ten years and the fiscal plan is for five years. The plan will be revised annually to reflect the latest economic, political, and demographic conditions. The Comprehensive Facilities Plan outlined in this summary provides ways to address the key facility needs of the district, including: New construction to provide learninq space for growing enrollments without over-building. Between 1998 and 2005, we expect to add one new high school and two new elementary schools. In addition the district must change grade configurations, at least temporarily; 2. Implement de._ferred maintenance projects to improve the quality of our existing facilities; 3. Increase routine maintenance funding to limit backlogs in the future and to reduce overall maintenance costs in the long-term; 4. Upgrade all technoloqy systems focusing on infrastructure improvements and seek additional and expanded funding to implement upgrades; 5. Address educational program Improvements through capital funding to enhance specific programs according to annual district priorities; 6. Implement asset manaqement plans which consider the total costs (or savings) by replacing properties which are not efficient. A Plan for District 728 Buildings and Sites, September, 1998: Page 2 B-81 The Planning Effort The Comprehensive Facilities Plan was developed by combining previous planning work with the on- going and new efforts. The past efforts have provided a solid basis for the plan. Some of these include: · 1990 Review and Comment Plan, · 1992 Long Range Facility Plan Update, and the · 1996 Review and C.omment'Growth Model' In addition, on-going plans have helped to define issues in specific areas including: · Technology Plan · ADA Accessibility Plan · Fire Marshal Orders · Indoor Air Quality Plan · Five Year Maintenance Plan · Energy Conservation Plan New information has been prepared by: · Establishing a set of initial planning assumptions, · Touring each facility and listing needs in priority order, · Studying economic and housing developments projected for the various areas within the district, · Reviewing proposed educational program changes, · Projecting enrollment growth in specific areas within the district, A Plan for District 728 Buildings and Sites, September, 1998: Page 3 B-82 Planning Assumptions To guide the planning effort, assumptions related to the Mission Statement and Strategic Plan were made to provide further clarity to the district's vision and goals. These are most important to the success of the plan in that they set the standard by which the plan will be measured and judged. They relate to facilities performance requirements, funding, and facilities management, and are closely inter- related. Typically a change in one assumption will cause adjustments to one or more other assumptions. The following assumptions were approved by the School Board on May 20,1998: 1. Facilities should be constructed in locations 8. near student populations. Related issues include length of bus ride and available utilities. o The target size (number of students) for an elementary school is 700, a junior high 800, and a senior high 1500 students. Temporary classrooms should be considered an emergency measure and eliminated when permanent classrooms can be constructed. The traditional grade configurations of K-6, 7- 9, and 10-12 serve the district well. Other grade configurations will be utilized to adjust fo[ ever changing student populations and to provide the best learning environment available. The district should offer year round education and extended day as options for our students and families. It would, however, be unwise to devise a long term building plan based on year round education at this time. The best inst.ructional practices, including teaming of students and teachers, should direct building design. A comprehensive educational program will continue to be offered which emphasizes academics, and incorporates the arts, vocational and extra-curricular programs. 10. 11. 12. 13. 14. 15. Total average enrollment will continue to grow district-wide at approximately 5% per year for the next 10 years. Class sizes (number of students) should be maintained at averages of 20 for grades K-5, 26-28 for grades 6-8, and 27 for grades 9-12. (The'administration will develop guidelines for other staff and an estimate of average operating costs for schools) New schools will be designed flexibility enough to serve children well and also serve as community resources. Special education will be housed in facilities throughout the district as appropriate. The best technology available should be incorporated into the construction of existing and new facilities. Construction of new facilities will be triggered by several factors including anticipated student population increases, new educational programs, and deteriorating existing conditions. Debt capacity should be maintained at 20% or lower. The district is open to all community partnerships including, but not limited to, those for the pool, health care, and computer labs. A Plan for District 728 Buildings and Sites, September, 1998: Page 4 B-83 Current School Facilities Facility needs and plans to satisfy those needs are at the heart of the Comprehensive Facilities Plan. Each existing building has been examined and the site teams prioritized their needs using safety and educational prcgram goals as comparative factors. As needs change the plan will updated and new actions taken as required. The District presently operates 12 school buildings located in Rogers, Otsego, Elk River, and Zimmerman as indicated on the map below. Otsego elementary opened in March of 1995, and the new junior highs in Zimmerman and Rogers will open in fall 1998. Temporary classrooms have been constructed at Rogers and Zimmerman Elementaries, at VandenBerge Junior High, and at the High School. Our buildings have a combined value of over $110 million. The care of these facilities can be viewed as an investment in our future educational programs. ZIMMERMAN JUNIOR HIGH 25900 4th St. W., Zimmerman , ZlMMERMAN ELEMENTARY 25959 4th St. W., Zimmer'man BUILDINGS AND GROUNDS FAClUTY 19072 Triangle Road, Elk River MEADOWVALE ELEMENTARY 12701 Elk Lake Road, Elk River SALK JUNIOR HIGH 11970 Highland Road, Elk River IVAN SAND COMMUNITY SCHOOL 1232 NW School St., Elk River COMMUNITY EDUCATION CENTER 1230 NW School St., Elk River VANDENBERGE JUNIOR HIGH 948 Proctor Road, Elk River ELK RIVER AREA SENIOR HIGH 900 School Street, Elk River LINCOLN ELEMENTARY 600 School Street, Elk River PARKER ELEMENTARY' 500 School Street, Elk River HANDKE ELEMENTARY 1170 Main Street, Elk River DISTRICT OFFICE 327 King Ave., Elk River OTSEGO ELEMENTARY 8125 River Road NE., Otsego ROGERS JUNIOR HIGH 20855 141 St., Rogers ROGERS ELEMENTARY 12521 Main St., Rogers A Plan for Distrfct 728 Buildings and Sites, September, 1998: Page 5 B-84 Current School Facilities (continued) Work required at existing facilities is needed in the following areas: · Routine Maintenance-Normal or cyc',ical work items, · Deferred Maintenance-Items in excess of the annual maintenance budgets which is 'deferred' to the point that it is now critical, · Program Improvements-Changes to the building or site to accommodate educational program changes, · School Capacities-Building remodeling or.addition to accommodate enrollment increases, · Technology Applications-infrastructure revisions to add or update technology systems The table below indicates 1997-98 enrollments and current capacities at ea~;h facility. It indicates that most build!ngs in the district are full and that the high school is over-crowded. DISTRICT Building Current Design Capacity with FACILITIES Area Enrollment Caoacitv Tem~3orarie§ ELEMENTARIE~ (without temps)1997 1998 1998 Handke Elementary 79,566 305 550 550 Lincoln Elementary 83,214 700 700 700 Meadowvale Elementary 83,500 663 700 700 OtseQo Elementary 82,500 732 700 700 Parker Elementary 62,000 623 700 700 Rogers Elementary 67,580 679 550 650 Zimmerman Elementary 73,926 833 700 800 Subtotal 4.535 4.600 4.800 JUNIOR HIGHS Salk Junior High 156,677 1,040 810 810 VandenBerge Junior High 161,394 1,001 900 1,000 Ro_qers Junior High* 129,389 0 700 700 Z. immerman Junior High* 129,389 0 700 700 Subtotal 2.041 3.110 3,210 SENIOR HIGIt Elk River Senior Hitch 263.892 1,714 1.450 1.550 Subtotal 1.714 1.450 1,550 ~OTHER FACILITIES Ivan Sand Community School 16,000 Buildings and Grounds Facility 12,900 ECFE @ Handke Elementary 4,966 Community Education Center 10,080 District Office 15,000 * OPENING FALL 1~ DISTRICT TOTALS 1,431,973 8,290 9,160 9,560 A Plan for District 728 Buildings and Sites, September, 1998: Page 6 8-85 Current Enrollments Current enrollments by grade level for the year 1997/98 are shown in the graph below. Since 1990, the kindergaden class has grown from 475 students to a high of 632 pupils in 1996. The K-6 student totals have grown from .3,503 students in 1990 to a total of 4,535 students in 1997. Two new elementary schools (Meadowvale and Otsego) were constructed during this period. Currently, three elementary schools are crowded, and district-wide enrollment will soon use all remaining classroom space. Thus, planning for new elementary space should begin as soon as possible. Examination of the current Junior High programs indicates a growth from 1,368 students in 1990 to 2,041 in 1997. To accommodate this growth, Rogers and Zimmerman Junior High Schools are under construction and will open in fall 1998. Senior Higl~ enrollments have grown from 1,270 in 1990 to .1,714 in 1997 without any facility expansions. As the two small classes (11th and 12th) graduate, they will be replaced with larger classes. Relief from crowding at the senior high is a planning priority. 800 700 600 500 400 300 200 100 0 716 620 =~ .--.' 637 6_4.7 627 "!~" __ mm I~ N~ ~ ~a :~ Leeg '[] ~ 621 ~; ~ ~:- . ~ 560533 i K I 2 3 4 5 6 7 8 9 10 11 12 GRADE LEVELS OCTOBER 1997 ENROLLMENTS A Plan for Distrfct 728 Buildings and Sites, September, 1998: Page 7 B-86 Enrollment Projections in the graph at the bottom of the page are the historical student populations for the years 1990 through 1997. From 1998 to 2008 enrollments are projected to grow at a rate of 5%. This will result in the addition of over 2,600 students by the year 2002, and increase the average class size from 638 students today to 838 in 2002. It is clear that class sizes will surge beyond the current school capacities and additional space must be provided for such requirements. The District also recognizes the increasing program needs for pre-kindergarten and special education. Special student population projections must be incorporated into the analysis of existing and future space needs. Projections have been made using economic and housing development information from the various cities and townships in the district. 14,000 12,000 13,11~1 10,90~.11 1997/98 GROWTH TREND LINE~,,~ 8,290 ~~ I I ~'~ 1'!i I I 5599 ~ ~ IIIll I I-II I I IIIll I III I I E 10,000 8,000 6,000 4,000 2,000 0 ACTUAL ENROLLMENTS ~...~_.~ PROJECTED ENROLLMFNTR ri A Plan for District 728 Buildings and Sites, September, 1998: Page 8 B-87 Geographic Factors Because of the district's large size, north-south orientation, and shape, there are unique challenges. The Crow, Elk, and Mississippi Rivers divide the district. In addition, major highways (10, 101, 94, & 169) criss-cross the district. It contains portions of Wrlght, Anoka, Isanti, Sherburne and Hennepin Counties, all or part of seven cities and six townships. We have significant student populations in four counties: Anoka, Hennepin, Sherburne, and Wright. Two of the counties (Hennepin and Anoka) are in the seven county Twin Cities Metro Area and thus subject to control by the Metropolitan Council. The combination of Iow land cost and access to high quality highways and freeways is appealing to local and regional developers. inceton ago ~ '~' .L. ELK SCHO( ... BOUND _,..: -'eCedar Pirl~s Mtnnetonka Beaohe A Plan for Dist#ct 728 Buildings and Sites, September, 1998: Page 9 B-88 Demographic Study The district is located in a population and commercial development 'growth corridor' between the Twin Cities and St. Cloud. This corridor is a high demand area for housing sites to serve the northwest sector of the '['win Cities. Also, witl~ :nterstate h;ghway 1-94 as its main access route, parts ot the district is ideal for commercial development. Studies have indicated that growth along the "corridor" will probably exceed that of adjacent areas. Demographic studies for the District indicate that population growth continues in all areas at differing rates. In addition, some communities are revising land use plans and extending water and sewer utilities. These factors will temper or accelerate the need for new facilities. To better analyze demographic changes, the district has been divided intc fo'~r 'attendance areas' as indicated on the map below. Each area contains a unique set of criteria relating to economic development and enrollment growth. For example, while Zimmerman and Rogers have more open land ideal for single family developments, Elk River, with its utilities in place may tend to develop more multi-family dwellings. Our experience indicates that for each single-family house constructed, one student is added to the District, and that for each two multi-family units a student is added. The specific growth patterns for each area have resulted in area-sensitive enrollment and facilities projections as part of the overall Comprehensive Facilities Plan. North West' East South A Plan for District 728 Buildings and Sites, September, 1998: Page 10 B-89 Growth Model The primary goal of the Comprehensive Facilities Plan is to provide well-maintained existing academic and. support spaces and to add space as necessary. These needs will be met by the renovation of existing buildings and the construction of new facilities. Between 1998 and 2005, schools will be added. In addition, grade configurations will be changed, at least tempOrarily, to make efficient use of our existing facilities In the 1997-98 school year, the district operated six K-6 elementary schools, one 1-6 magnet school, two 7-9 junior high schools and a 10-12 high school. By the year 2005, we expect to have eight elementary schools, four junior high schools and two high schools, one north and one south of the Mississippi. Until the new high school and two new elementary schools can be constructed, the junior high schools will be used to solve space problems in grades 5 through 10. The current plan calls for a move from the existing K-6, 7-9, 10-12 organization to one that has a K-5, 6-8, 9-12 organization as its basic pattern, at least for the short term. The long term growth model for the district is diagrammed below. This School Board approved model proposes a district with two high schools, four junior highs, and ten elementary schools. EXISTING HIGH SCHOOL FUTURE SECONDARY SCHOOL tZIMMERMAN JUNIOR HIGH SALK JUNIOR HIGH VANDEN. ROGERS BERGE JUNIOR JUNIOR HIGH HIGH TWO HIGH SCHOOLS FOUR JUNIOR HIGH SCHOOLS TEN ELEMENTARY SCHOOLS A Plan for District 728 Buildings and Sites, September, 1998: Page 11 B-90 Facilities Construction Sequence The Comprehensive Facilities Planning effort has led to a proposed sequence of construction to accommodata enrollment ~rowth and maintain existing facilities over tha n~xt ten years. The dates indicated below represent the most aggressive schedule possible for occupancy of each facility or addition. Costs have been inflated to represent the year of each expenditure. While two referendums are shown, the completion of ali items is critical to the continued success of our educational programs. FACILITIES CONSTRUCTION SEQUENCE (Based on enro~Fment projections approved by the School Board) REFERENDUM #1: SPRING OR FALL 1999 2001/02 2003/04 2000/01 2000/01 2000/01 2000/01 2002/03 NEW ELEMENTARY SCHOOL NEW HIGH SCHOOL (1,500 Students) DEFERRED MAINTENANCE (Priority 1) NEW TECHNOLOGY EXPANSIONS AT ROGERS AND ZIMMERMAN ELEMENTARIES ADDITIONS/REMODELING/FINE ARTS CENTER AT EXISTING HIGH SCHOOL EXPANSION AT ROGERS JR HIGH REFERENDUM #2: FALL 2001 $ 9,677,839 $42,324,426 $ 2,859,216 $ 1,089,065 $ 2,099,200 $ 9,883,141 $ 3,304,982 $71,237,869 2002/03 2002/03 2002/03 2002/03 2005/06 2005/06 DEFERRED MAINTENANCE (Priority 2,3,4) PARKER ELEMENTARY ADDITION AND REMODELING VANDENBERGE IMPROVEMENTS "DISTRICT CAPITAL IMPROVEMENTS NEW ELEMENTARY SCHOOL WAREHOUSE ADDITION AT BUILDINGS AND GROUNDS FACILITY $ 2,409,112 $ 2,197,835 $ 5,279,070 $ 1,301,061 $10,661,695 $ 947~706 $22,796,479 At this time, year round school will not be implemented in ways that reduce the need for classroom space. This plan will be presented to the public for review and comment in the late summer and throughout fall of 1998 A Plan for Distdct 728 Buildings and Sites, September, 1998: Page 12 B-91 Financial Analysis A Plan for District 728 Buildings and Sites, September, 1998: Page 13 B-92 Summary The Comprehensive Facilities Plan outlined in this surnmary provides strategies to address the key facility n~,eds of the district, including: Continue construction to provide capacity need,~ for the future without over-building; retain some temporaries to balance the needs. Between 1998 and 2005, we expect to add one new high school and two new elementary schools. In addition the district must change grade configurations, at least temporarily; 2. Implement deferred maintenance projects to improve the quality of our existing facilities; 3. Increase routine maintenance funding to limit backlogs in the future and to reduce overall maintenance costs in the long-term; 4. Upgrade all technoloqy systems focusing on infrastructure improvements; seek additional and expanded funding to implement upgrades; 5. Address physical pro~ram improvements through capital funding to enhance specific programs according to annual district priorities; 6. Implement asset manaqement plans which consider the total costs (or savings) by replacing properties which are not efficient. The Comprehensive Facilities Plan suggests the following recommendations for approval: 1. Comprehensive Facilities Plan Approve work to date on the Comprehensive Facilities Plan and authorize publication of the Facilities Construction Sequence for community consideration. New Schools Authorize land acquisition and planning work for a new high school and two new elementary schools. o Deferred Maintenance Proqram Authorize-implementation of deferred maintenance backlog reduction program beginning in fiscal year 1999; dollar amount to be reviewed as part of final capital financing plan development. A Plan for District 728 Buildings and Sites, September, 1998: Page 14