Valuing Learning Environments: Providing Sufficient Capacity in Facilities and Resources

Capital Needs Assessment 2011-2021

Charlotte-Mecklenburg Board of Education Ericka Ellis-Stewart, Chair Mary McCray, Vice Chair Timothy S. Morgan, M.P.A. Rhonda Lennon Richard Allen McElrath, Sr. Joyce Davis Waddell, Ph.D. Tom Tate Eric Davis Amelia Stinson-Wesley

Hugh E. Hattabaugh, Interim Superintendent MECKLENBURG COUNTY, NORTH CAROLINA FY 2012 AUTHORIZATION SCHOOL FACILITIES APPROVED NOVEMBER 6, 2007 REFERENDUM CAPITAL PROJECT ORDINANCE

The following ordinance was offered by Commissioner , who moved its adoption:

BE IT ORDAINED BY THE BOARD OF COUNTY COMMISSIONERS OF MECKLENBURG COUNTY, NORTH CAROLINA, THIS THE 12th DAY OF JULY 2011:

Section I. That for the purpose of providing funds, together with any other available funds, for the following projects:

- McClintock Middle Replacement - Fire Alarms @ 13 Schools - Alexander Graham Middle Renovations - Pineville Elementary Replacement - Newell Elementary Renovations - Bain Elementary Replacement - South Mecklenburg High (demolition) including the acquisition and construction of new facilities, the improvement and expansion of existing facilities and the acquisition and installation of furnishings and equipment and the acquisition of interests in real property required therefor, in order to provide additional school facilities in said County to maintain the nine months' school term as required by Section 2 of Article IX of the North Carolina Constitution, $69,020,000 is hereby appropriated.

Section II. That it is estimated that the following revenues will be available during the construction period to meet the appropriations in Section I, as set forth in the following schedule:

Proceeds from sale of bonds, Pay-As-You-Go/Other County Funds: $69,020,000

Section III. That the Director of Finance is authorized from time to time to transfer as a loan from the General Fund or unspent bond proceeds in the Capital Projects Funds, cash in an amount necessary to meet obligations until such time as financing is arranged, at which time repayment will be made and the Director of Finance is authorized to sign the Declaration of Official Intent to Reimburse Expenditures as required by Internal Revenue Service regulations.

The motion to adopt the foregoing ordinance was seconded by Commissioner ______and adopted by the following vote:

Ayes: Noes: DRAFT

Approved As To Form:

______County Attorney

2012 School facilities 11-6-2007 ref

Maximum Rating Criteria Definition / Explanation Points Mandates / Contractual Extent to which a project helps County meet federal / state mandates or 20 contractual obligations. Mandates will be based on the Choice Matrix with definition for levels below). Mandated vs. Discretionary 20 No Program Choice/No Funding Choice No Program Choice/Funding Choice 15 Program Choice/No Funding Choice 10 Program Choice/Funding Choice 5 Needed for contractual obligation 10 Neither 0 Building Safety Extent to which a project addresses a safety hazard to public or employees based 20 on risk level. Definition for levels is below. 20 Risk is Critical 15 Risk is High Risk is Moderate 10 Risk is Low 5 No Risk Involved 0 Economic Outcome Extent to which project enhances economic development in County using the 20 Business Investment Program model. 20 100% - 76% Net Present Value 15 75% - 51% Net Present Value 50% - 26% Net Present Value 10 25% - 1% Net Present Value 5 0% Net Present Value 0 Funding Source Extent to which project construction can be financed with County revenue. Non- 10 County revenue examples are fees, grants, donations, etc. 10 0% County funded 8 Up to 50% County funded 51 -75% County funded 6 76 - 99% County funded 3 100% County funded 0 BOCC Priority Linkage of project to one of the Board’s operating priority levels. (CMS is priority 10 1). 10 Priority 1 8 Priority 2 Priority 3 6 Priority 4 4 Priority 5 3 Priority 6 2 Priority 7 1 Operating budget How project impacts the department’s current County funded operating budget 10 outcome upon completion. 10 **If all projects ranked Decrease operating budget 8 for a dept total more No operating budget impact than 10% of total Increase of not more than 3% of Department County funded budget 7 county funded for that Increase of not more than 5% of Department County funded budget 3 dept, points will be Increase of over 5% of Department County funded budget 0 reduced accordingly

Joint Use Savings Extent to which project is a collaboration with other governmental entities 10 and/or business partners (County, City, Towns, CMS, CPCC, Library). 10 Capital savings of 26% - 50% of County funded 7 Capital savings of 11% - 25% of County funded Capital savings of 1% - 10% of County funded 3 No Capital savings 0 Maximum points, all categories 100

Board of Education - 2010 Guiding Principles

Our Guiding Principles for Student Assignment are based on our Vision, Mission, Core Beliefs and Commitments; our Theory of Action; and input from the community.

The Mission of Charlotte-Mecklenburg Schools is to maximize academic achievement by every student in every school. Effective school-based leadership and teaching, differentiated staffing, and equitable and differentiated allocation of resources as expressed in Policy ADA (Equitable Distribution of Resources) have the greatest potential impacts on individual student learning. In addition, an effective student assignment plan can contribute to positive, supportive learning environments. The Board of Education is committed to creating such environments.

The Charlotte-Mecklenburg Schools Board of Education commits to these Principles for student assignment issues and to the decision-making rubric to guide our Superintendent and staff.

Home Schools Home Schools are the foundation of our academic instruction delivery model. Since accomplishing our mission requires that every home school maximize student achievement, home schools are our first priority when making student assignment and operational decisions. Every student will be guaranteed an opportunity to attend a home school within proximity to where he/she lives.

Magnet Schools Magnet Schools (Full and Partial) offer students opportunities for learning outside the assigned home school in environments that combine three characteristics: 1. A track record of consistently high student achievement 2. A track record of narrowing achievement gaps at a rate that exceeds the aggregate rate of home schools 3. One or more of the following: an academically distinct program, demonstrated innovation in creating high academic growth, and/or a student population that is distinctly more diverse than neighboring home schools.

Stability and Predictability In order to generate and sustainDRAFT community support, the student assignment plan must provide students and families with stability and predictability. To that end, the Board of Education commits to the following: 1. The Board shall consider current and future population growth, potential demographic shifts, and other factors in order to create assignment patterns that are sustainable over time. 2. The Board shall consider undertaking a comprehensive district-wide review of the student assignment plan every six years. 3. The Board reserves the right to make changes to the assignment plan on a localized basis due to the following factors: the opening and/or closing of schools, overcrowding, or underutilization. With the exception of situations deemed to constitute an emergency threat to the safety of students and/or staff, the Board will notify students and families of potential changes no fewer than nine months in advance and will approve any decision no later than November 15 affecting the school year beginning in the following calendar year, while striving to provide more ample notice whenever possible. 1

4. The current sibling guarantee that includes meeting eligibility requirements for magnet programs remains in effect.

Diversity The student assignment plan will reflect the demographics of the school feeder areas in order to create diverse learning environments that better prepare students to live in our increasingly diverse country and to compete successfully in the global workforce.

Effective use of Capital Resources The student assignment plan must be cost effective and make efficient use of our facilities and transportation resources. We will develop a facility use policy that includes overcrowding and underutilization, as well as alternative teaching delivery methods to maximize student achievement while reducing facilities and transportation costs.

Decision Matrix While the Board will be mindful of our Mission, our commitment to Equity, and all aspects of our Guiding Principles when making student assignment decisions, only certain components currently can be measured objectively. Therefore, in order to provide fact-based starting points, the Board directs the Superintendent and staff to include the following prioritized decision- making rubric in any proposed changes to the student assignment plan.

1. Home Schools – Proximity will be based in priority order on: A. travel distance from home to school, B. keeping entire neighborhoods assigned to the same school (staff shall use its discretion in considering commonly accepted neighborhood boundaries, zoning decisions, covenant agreements, HOAs, etc) and C. to the extent possible, keeping whole elementary zones intact in middle and high school feeder patterns.

2. Stability and Predictability – the likelihood that the proposed assignments may be sustained over a period of time without adjustment.

3. Diversity – consideration for creating a relative balance of economically disadvantaged students (EDS), with the understandingDRAFT that there is currently a predictive link between poverty levels and achievement gaps.

4. Effective use of capital resources – the total projected operating and replacement costs of facilities and transportation resources over a defined period of time.

Community Involvement: Along with our commitment to these Principles, we call upon our community to join us in preparing our students to become productive citizens. For all our students to succeed, they need the support of more than just the CMS staff. Students, families, community members and groups, businesses, philanthropic groups, and other governmental bodies must become more aware of how their decisions impact students and join us in making educating all students a top priority. We call upon our entire community to act now to support individual students and schools.

2

Board of Education - 2010 Guiding Principles

Our Guiding Principles for Student Assignment are based on our Vision, Mission, Core Beliefs and Commitments; our Theory of Action; and input from the community.

The Mission of Charlotte-Mecklenburg Schools is to maximize academic achievement by every student in every school. Effective school-based leadership and teaching, differentiated staffing, and equitable and differentiated allocation of resources as expressed in Policy ADA (Equitable Distribution of Resources) have the greatest potential impacts on individual student learning. In addition, an effective student assignment plan can contribute to positive, supportive learning environments. The Board of Education is committed to creating such environments.

The Charlotte-Mecklenburg Schools Board of Education commits to these Principles for student assignment issues and to the decision-making rubric to guide our Superintendent and staff.

Home Schools Home Schools are the foundation of our academic instruction delivery model. Since accomplishing our mission requires that every home school maximize student achievement, home schools are our first priority when making student assignment and operational decisions. Every student will be guaranteed an opportunity to attend a home school within proximity to where he/she lives.

Magnet Schools Magnet Schools (Full and Partial) offer students opportunities for learning outside the assigned home school in environments that combine three characteristics: 1. A track record of consistently high student achievement 2. A track record of narrowing achievement gaps at a rate that exceeds the aggregate rate of home schools 3. One or more of the following: an academically distinct program, demonstrated innovation in creating high academic growth, and/or a student population that is distinctly more diverse than neighboring home schools.

Stability and Predictability In order to generate and sustainDRAFT community support, the student assignment plan must provide students and families with stability and predictability. To that end, the Board of Education commits to the following: 1. The Board shall consider current and future population growth, potential demographic shifts, and other factors in order to create assignment patterns that are sustainable over time. 2. The Board shall consider undertaking a comprehensive district-wide review of the student assignment plan every six years. 3. The Board reserves the right to make changes to the assignment plan on a localized basis due to the following factors: the opening and/or closing of schools, overcrowding, or underutilization. With the exception of situations deemed to constitute an emergency threat to the safety of students and/or staff, the Board will notify students and families of potential changes no fewer than nine months in advance and will approve any decision no later than November 15 affecting the school year beginning in the following calendar year, while striving to provide more ample notice whenever possible. 1

4. The current sibling guarantee that includes meeting eligibility requirements for magnet programs remains in effect.

Diversity The student assignment plan will reflect the demographics of the school feeder areas in order to create diverse learning environments that better prepare students to live in our increasingly diverse country and to compete successfully in the global workforce.

Effective use of Capital Resources The student assignment plan must be cost effective and make efficient use of our facilities and transportation resources. We will develop a facility use policy that includes overcrowding and underutilization, as well as alternative teaching delivery methods to maximize student achievement while reducing facilities and transportation costs.

Decision Matrix While the Board will be mindful of our Mission, our commitment to Equity, and all aspects of our Guiding Principles when making student assignment decisions, only certain components currently can be measured objectively. Therefore, in order to provide fact-based starting points, the Board directs the Superintendent and staff to include the following prioritized decision- making rubric in any proposed changes to the student assignment plan.

1. Home Schools – Proximity will be based in priority order on: A. travel distance from home to school, B. keeping entire neighborhoods assigned to the same school (staff shall use its discretion in considering commonly accepted neighborhood boundaries, zoning decisions, covenant agreements, HOAs, etc) and C. to the extent possible, keeping whole elementary zones intact in middle and high school feeder patterns.

2. Stability and Predictability – the likelihood that the proposed assignments may be sustained over a period of time without adjustment.

3. Diversity – consideration for creating a relative balance of economically disadvantaged students (EDS), with the understandingDRAFT that there is currently a predictive link between poverty levels and achievement gaps.

4. Effective use of capital resources – the total projected operating and replacement costs of facilities and transportation resources over a defined period of time.

Community Involvement: Along with our commitment to these Principles, we call upon our community to join us in preparing our students to become productive citizens. For all our students to succeed, they need the support of more than just the CMS staff. Students, families, community members and groups, businesses, philanthropic groups, and other governmental bodies must become more aware of how their decisions impact students and join us in making educating all students a top priority. We call upon our entire community to act now to support individual students and schools.

2

Glossary of terms

20th day enrollment: The average number of students attending class at a particular school upon the 20th actual school day. This is the figure used by the state to determine per-pupil funding, and by CMS to verify teacher allotment

ADA: The Americans with Disabilities Act (ADA) provides instruction on making facilities safe and accessible for the handicapped.

Baseline standard: The education and construction specifications to which a school is designed and built. These standards are also used as a guide to evaluate renovations and other capital projects.

Board of Education: The policy-making body that is responsible for overseeing the management of the school district.

Category: The number assigned to a particular type of work, it is used to develop the formula for prioritization.

Category Priority: The ranking assigned to a project within a particular type of work. It is multiplied by the Category Number to determine the denominator in the priority formula.

Census tracts: Small, relatively permanent subdivisions of a county, developed for the purpose of reporting data. Boundaries normally follow visible geographic features, but may also follow government boundaries or non-visible features. They always exist within a single county. Census tracts average about 4,000 residents and are designed to be homogenous in regards to living conditions, population characteristics, and economic status.

Certificates of Participation: A form of financing in which a municipality or other government entity sells revenues rather than a bond secured by revenues and which does not require a popular vote.

Continuity: To the extent thatDRAFT a project has been partially funded, or may already be in progress, it is said to have Continuity. This awards 200 points within the matrix; the sum of which becomes the numerator in the prioritization formula.

Free and Reduced Lunch program: Administered by the USDA, the National School Lunch Program provides nutritionally balanced, low cost or free lunches to children in public and non- profit private schools.

General Obligation Bonds: A municipal bond secured by the taxing and borrowing power of the entity issuing it and approved via popular vote.

Lifecycle Replacement: Systems and components have a reasonable, usable life. At the end of this cycle, these systems must be refurbished or replaced.

Priority Quotient: The numerical result of the prioritization formula. All projects are ranked within the priority list by Priority Quotient.

School Building Solution Committee: Chaired by former NC Governor James Martin and consisting of 35 appointed members, the committee worked to provide a series of suggested solutions for school capacity needs in the wake of the 2005 bond defeat. Cost cutting of 10% in new school construction was recommended by the group.

Superintendent’s Standards Review Committee: Created by Superintendent Dr. Peter Gorman, the SSRC was charged to review school construction as related to process and material as well as curriculum and instruction to find the 10% savings recommended by the SBSC.

Transit Analysis Zone (TAZ): The method by which a metropolitan region is divided for analysis by federal, state, and local agencies. TAZs are used by CMS to project the number of households in a school district in order to assess capacity.

Utilization: The ratio of classroom teachers assigned to the number of adjusted teaching stations available.

DRAFT

Support Facilities

Charlotte-Mecklenburg Schools Properties (Owned/Used for District Purposes) Education Center Walton Plaza 701 E. Martin Luther King, Jr. Blvd., 700 East Stonewall Street Charlotte, NC 28202 Charlotte, NC 28202

5.91 acres Co-owned with Mecklenburg County 88,446 sq. ft. 1.06 acres Houses: Vacant 49,854 sq. ft. Houses: School Law Enforcement, Athletics, Facilities Planning/Real Estate, Student Information Systems, Curriculum and Instruction, Exceptional Children, Career and Technical Education

Auxiliary Services Storage and Distribution 3301 Stafford Drive (Warehouse) Charlotte, NC 28208 3903 Craig Avenue Charlotte, NC 28211 69.07 acres 147,220 sq. ft. 24 acres (shared) Houses: Assoc. Superintendent for Auxiliary 83,940 sq. ft. Services, Capital Program Services, Child Houses: Storage and Distribution Nutrition, Safety, Environmental Health/Safety, Vehicle Maintenance, Building Services, Property Management, Energy Management

Graphic Production Center Leadership Academy 3905 Craig Avenue 7920 Neal Road Charlotte, NC 28211 Charlotte, NC 28262

24 acres (shared) Site shared with Nathaniel Alexander ES, 15,000 sq. ft. Morehead STEM Academy, James Martin MS, Houses: Graphic Production Center Vance HS 6,800 sq. ft. Houses: New Leaders for New Schools

Transportation Transportation Harding/West Mecklenburg Facility Downs Road Facility 3101 Wilkinson Boulevard 11751 Downs Road Charlotte, NC 28208 Pineville, NC 28134

10 acres 30.11 acres 10,883 sq. ft. No permanent building; mobiles only Houses: South Transportation Hub

Houses: Main Transportation Hub Transportation Transportation Northpointe Facility Craig Avenue Bus Facility 4400 Northpoint Industrial Boulevard 3901 Craig Avenue Charlotte, NC 28216 Charlotte, NC 28213

26.78 acres 24 acres (shared) No permanent building; mobiles only 38,000 sq. ft. Houses: North Transportation Hub Houses: Transportation

Transportation Lincoln Heights School Orr Road Facility 1900 Newcastle Street 6520 Orr Road Charlotte, NC 28216 Charlotte, NC 28213 10.81 acres 20 acres 91,728 sq. ft. 13,800 sq. ft. Houses: Morgan School Houses: Transportation

Oakhurst School J. Mason Smith School 4500 Monroe Road 1600 Tyvola Road Charlotte, NC 28205 Charlotte, NC 28210

13.20 acres 28.91 acres 95,875 sq. ft. 113,602 sq. ft. Houses: East Zone office, Accountability, Houses: Family Application Center, Magnet Budget/Finance, NCWise, Student Applications Office, After-School Enrichment Program, Bright and Development, Child Nutrition (test Beginnings, International Center, Pre-K-12 Support, kitchen/training center) Family Support, Talent Development/Advanced Studies, Exceptional Children (from Lincoln Heights)

Bishop Spaugh School Starmount School 1901 Herbert Spaugh Lane 1600 Brookdale Avenue Charlotte, NC 28208 Charlotte, NC 28210

34.64 acres 16.01 acres 101,107 sq. ft. 55,844 sq. ft. Houses: Professional Development Center, Houses: Southwest Zone office, Transportation Human Resources

Villa Heights School 800 Everett Place Charlotte, NC 28205

5.72 acres 41, 061 sq. ft. Houses: Central Zone offices, Federal and State Compliance

Support Facilities

Charlotte-Mecklenburg Schools Properties (Owned, but Leased to Others) Ada Jenkins School Amay James School 212 Gamble Street, Davidson, NC 28036 2414 Lester Street, Charlotte, NC 28208

4.35 acres 37.50 acres (multi-school campus) 24,788 sq. ft. 35,957 sq. ft. Leased to: Town of Davidson Leased to: The Brookstone Schools

Davidson School Double Oaks School 251 South Street, Davidson, NC 28036 1326 Woodward Avenue, Charlotte, NC 28206

5.10 acres 10.78 acres 38,050 sq. ft. 48,709 sq. ft. Leased to: Lake Norman Christian School Leased to: Zachariah Alexander Lodge

Lakeview School Midwood School 3127 Kalynne St. Charlotte, NC 28208 1817 Central Avenue, Charlotte, NC 28205

10.74 acres 2.54 acres 36,538 sq. ft. 45.087 sq. ft. Leased to: LifeSpan Inc. Leased to: Pending

Morgan School (Cherry) Pawtuckett School 510 Torrence Street, Charlotte, NC 28204 8701 Moores Chapel Road, Charlotte, NC 28216

1.14 acres 12.00 acres 36,538 sq. ft. 45,136 sq. ft. Leased to: Community Charter School Leased to: Access Family Services

Plaza Road School Tryon Hills School 1000 Anderson Street, Charlotte, NC 28205 2600 Grimes Street, Charlotte, NC 28206

5.33 acres 7.00 acres 34,695 sq. ft. 33,347 sq. ft. Leased to: LinMerris, Inc. dba Plaza Road Leased to: The Bethlehem Center Academy

Wilmore School Wilson School (formerly Professional Development Center) 7020 Tuckaseegee Road, Charlotte, NC 28214 428 West Boulevard, Charlotte, NC 28203

3.28 acres 34.34 acres 38,027 110,360 sq. ft. Leased to: Pending Leased to: Student First Academy

Support Facilities

Facilities Leased by CMS (All leases except Government Center and Cato Middle College High School will be terminated by July 1, 2012)

Government Center 600 East Fourth Street, 5th floor Charlotte, NC 28202

Houses: Board of Education, Superintendent’s Office, other chief officers and executive staff members

Cato Middle College High School 8120 Grier Road, Suite 171-B Charlotte, NC 28215

Airport Center 4948 Airport Center Parkway Charlotte, NC 28208

CityView 1609 Alleghany Street Charlotte, NC 28208

East Zone 9601 Independence Boulevard Charlotte, NC 28105

North Zone 16630 Northcross Drive Charlotte, NC 28078

Northeast Zone 2750 East W.T. Harris Boulevard, Suite 101 Charlotte, NC 28213

Southwest Zone 1801 Cross Beam Drive, Suite E Charlotte, NC 28217

Surplus Warehouse 1100 Bond Street Charlotte, NC 28208

Special Programs

Metro School (Pre-K-12) Morgan School (K-12) Right Choices at John Taylor Williams School

Special Programs

Metro School (Pre-K-12) Facility Condition Rating 17 Priority # (N/A)

Existing Facility

Metro School is a new baseline facility that serves special needs students who meet North Carolina certification as trainable mentally disabled, severe/ profound, multi-disabled and autistic. The school offers daily instruction in academics, music and art skills, media and technology skills, horticulture, home living and work force development training, and adapted physical education.

Proposed Scope of Unfunded Work

There is no work proposed.

Campus Information Originally Built 2006 Years of Previous Work (since 1997) 2006 Acreage 10.69 (Multi-school campus) Total Square Feet 156,765 Number of Buildings on Campus 1 Number of Building Classrooms 39 Current Number of Mobiles 0 Staff Building Utilization 109% 2011-12 20th Day ADM 221

Projected Utilization

Student population managed annually.

Special Programs

Metro School 405 South Davidson Street, Charlotte, NC 28202

Special Programs

Morgan School (K-12) Facility Condition Rating 46 Priority # (N/A)

Existing Facility

The Morgan program is currently housed in the old Metro School facility. Morgan School provides the most restrictive placement for the district’s most behaviorally challenged students whose disabilities range from autism to serious emotional disability. All students have been unsuccessful in SBS self-contained classrooms on regular public school campuses or are returning to public school from more restrictive (residential or secure) school settings. Morgan serves students in grades K-12.

Proposed Scope of Unfunded Work

Morgan School will be relocated to the former Lincoln Heights facility. This will allow all students to access the entire curriculum.

Campus Information Originally Built 1949 Years of Previous Work (since 1997) None Acreage 10.69 (Multi-school campus) Total Square Feet 56,939 Number of Buildings on Campus 4 Number of Building Classrooms 16 Current Number of Mobiles 8 Staff Building Utilization 75% 2011-12 20th Day ADM 94

Projected Utilization

Student population managed annually.

Special Programs

Morgan School 700 East Martin Luther King, Jr. Boulevard, Charlotte, NC 28202

Special Programs

Right Choices at John Taylor Williams School Facility Condition Rating 59 Priority # 84

Existing Facility

J. T. Williams is a campus of five single-story buildings designed as a junior high. It is located in northeast Charlotte off Statesville Avenue. J. T. Williams Middle School requires a replacement.

Proposed Scope of Unfunded Work

Complete replacement of the school, preferably off-site.

Campus Information Originally Built 1962 Years of Previous Work (since 1997) 1998 Acreage 27.84 Total Square Feet 96,647 Number of Buildings on Campus 5 Number of Building Classrooms 39 Current Number of Mobiles N/A Utilization N/A 2011-12 20th Day ADM

Projected Utilization

Student Population managed annually.

Special Programs

Right Choices at John Taylor Williams School 2400 Carmine Street, Charlotte, NC 28206

East Zone

Bain Elementary School (K-5) Chantilly Montessori (Pre-K-6) Clear Creek Elementary School (Pre-K site; K-5) Crown Point Elementary School (Pre-K site; K-5) Elizabeth Lane Elementary School (K-5) Greenway Park Elementary School (Pre-K site; K-5) Highland Mill Montessori (Pre-K-6) Lansdowne IB Elementary School (K-5) Lebanon Road Elementary School (Pre-K site; K-5) Matthews Elementary School (Pre-K site; K-5) McAlpine Elementary School (Pre-K site; K-5) McKee Road Elementary School (K-5) Park Road Montessori (Pre-K-6) Providence Spring Elementary School (K-5) Reedy Creek Elementary School (Pre-K site; K-5)

Crestdale Middle School (6-8) Mint Hill Middle School (6-8) Northeast Middle School (6-8) Randolph IB Middle School (6-8) Jay M. Robinson Middle School (6-8) South Charlotte Middle School (6-8)

Butler High School (9-12) East Mecklenburg High School (9-12) Independence High School (9-12) Performance Learning Center (10-12) Providence High School (9-12) Rocky River High School (9-12)

East Zone

Bain Elementary School (K-5) Facility Condition Rating 48 Priority # N/A

Existing Facility

Bain Elementary School is a single-story, multi- building brick facility located east of NC Highway 51 in Mint Hill. Bain will have a capacity crisis within the period of time covered by this plan. Bain will be replaced by a new facility as a result of the 2007 Bond. This baseline facility will still be overcapacity, requiring the use of classrooms in the old facility until the proposed New Pre-K-8 #3 can be built.

Proposed Scope of Unfunded Work

Replacement is planned in the 2007 Bonds.

Campus Information Originally Built 1925 Years of Previous Work (since 1997) None Acreage 23.48 Total Square Feet 74,091 Number of Buildings on Campus 3 Number of Building Classrooms 33 Current Number of Mobiles 16 Staff Building Utilization 142% 2011-12 20th Day ADM 966

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 14 15 15 16 16 17 17 18 18 19

East Zone

Bain Elementary School 11524 Bain School Road, Charlotte, NC 28227

East Zone

Chantilly Montessori (Pre-K-6) Facility Condition Rating 33 Priority # 130

Existing Facility

Chantilly Montessori is a small, single-story brick facility on a difficult site. The facility hosts a Montessori magnet program and is one of three K-6 Montessori programs in CMS.

Proposed Scope of Unfunded Work

Replacement of the school’s HVAC system is proposed within the next 10 years.

Campus Information Originally Built 1948 Years of Previous Work (since 1997) 1998 Acreage 16.66 Total Square Feet 44,886 Number of Buildings on Campus 1 Number of Building Classrooms 18 Current Number of Mobiles 10 Staff Building Utilization 103% 2011-12 20th Day ADM 278

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 1 1 1 2 2 2 2 2 2 2

East Zone

Chantilly Montessori 701 Briar Creek Road, Charlotte, NC 28205

East Zone

Clear Creek Elementary School (Pre-K site; K-5) Facility Condition Rating 27 Priority # 35

Existing Facility

Clear Creek Elementary School is a multi-building campus consisting of modified “open” classrooms located on Albemarle Road near the Cabarrus County line. Clear Creek will exceed capacity. Relief will be provided by New Pre-K-8 #3 school.

Proposed Scope of Unfunded Work

There is no work planned in this Capital Needs Assessment.

Campus Information Originally Built 1960 Years of Previous Work (since 1997) 2007 Acreage 17.30 Total Square Feet 74,494 Number of Buildings on Campus 3 Number of Building Classrooms 30 Current Number of Mobiles 10 Utilization 127% 2011-12 20th Day ADM 721

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 8 8 9 9 10 10 10 11 11 12

East Zone

Clear Creek Elementary School 13501 Albemarle Road, Charlotte, NC 28227

East Zone

Crown Point Elementary School (Pre-K site; K-5) Facility Condition Rating 37 Priority # 60, 70

Existing Facility

Crown Point Elementary School is a single-story brick facility located on Margaret Wallace Road. Crown Point is at capacity. A complete renovation will bring the facility to baseline and accommodate the school’s enrollment. Additional stability will be provided by proposed New Pre-K – 8 #7.

Proposed Scope of Unfunded Work

A comprehensive renovation is planned in this Capital Needs Assessment.

Campus Information Originally Built 1993 Years of Previous Work (since 1997) None Acreage 43.04 Total Square Feet 71,953 Number of Buildings on Campus 1 Number of Building Classrooms 37 Current Number of Mobiles 5 Staff Building Utilization 122% 2011-12 20th Day ADM 799

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 8 9 9 9 10 10 11 11 12 12

East Zone

Crown Point Elementary School 3335 Sam Newell Road, Matthews, NC 28105

East Zone

Elizabeth Lane Elementary School (K-5) Facility Condition Rating 48 Priority # 104, 132

Existing Facility

Elizabeth Lane Elementary School is a baseline, single-story brick facility located off NC Highway 51 near Providence High School. Elizabeth Lane has exceeded capacity. Relief will be provided by proposed New Elementary School #5.

Proposed Scope of Unfunded Work

Paving and site modifications are proposed in this plan.

Campus Information Originally Built 1996 Years of Previous Work (Since 1997) None Acreage 27.00 Total Square Feet 81,400 Number of Buildings on Campus 1 Number of Building Classrooms 35 Current Number of Mobiles 12 Staff Building Utilization 137% 2011-12 20th Day ADM 996

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 13 14 14 15 15 16 16 17 17 18

East Zone

Elizabeth Lane Elementary School 121 Elizabeth Lane, Matthews, NC 28105

East Zone

Greenway Park Elementary School (Pre-K site; K-5) Facility Condition Rating 33 Priority # 66, 87

Existing Facility

Greenway Park Elementary School is a baseline, single-story brick school located on Monroe Road. Greenway Park is near capacity, but does not require relief within the next decade.

Proposed Scope of Unfunded Work

HVAC and site work, including a new driveway access from Timber Springs Drive, are proposed in this plan.

Campus Information Originally Built 1995 Years of Previous Work (since 1997) None Acreage 17.02 Total Square Feet 83,480 Number of Buildings on Campus 1 Number of Building Classrooms 37 Current Number of Mobiles 0 Utilization 105% 2011-12 20th Day ADM 658

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2 3 3 3 4 4 4 5 5 6

East Zone

Greenway Park Elementary School 8301 Monroe Road, Charlotte, NC 28212

East Zone

Highland Mill Montessori (Pre-K-6) Facility Condition Rating 17 Priority # N/A

Existing Facility

Highland Mill Montessori is a baseline school constructed on the old Highland Elementary site.

Proposed Scope of Unfunded Work

As a new facility, the school requires no capital investment at this time.

Campus Information Originally Built 2002 Years of Previous Work (since 1997) 2002 Acreage 4.89 Total Square Feet 48,410 Number of Buildings on Campus 1 Number of Building Classrooms 15 Current Number of Mobiles 10 Staff Building Utilization 110% 2011-12 20th Day ADM 246

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2 2 2 2 2 2 2 2 3 3

East Zone

Highland Mill Montessori 3201 Clemson Avenue, Charlotte, NC 28205

East Zone

Lansdowne IB Elementary School (K-5) Facility Condition Rating 41 Priority # 65

Existing Facility

Lansdowne IB Elementary School is a single-story brick facility located in a residential neighborhood off Providence Road. Lansdowne does not face a serious overcapacity situation within the life of this plan. However, Lansdowne is not at baseline and has reached the end of its useful life.

Proposed Scope of Unfunded Work

This Capital Needs Assessment recommends a replacement.

Campus Information Originally Built 1959 Years of Previous Work (since 1997) 2001 Acreage 16.33 Total Square Feet 65,757 Number of Buildings on Campus 1 Number of Building Classrooms 32 Current Number of Mobiles 2 Utilization 109% 2011-12 20th Day ADM 596

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 4 4 5 5 5 6 6 7 7 8

East Zone

Lansdowne IB Elementary School 6400 Prett Court, Charlotte, NC 28270

East Zone

Lebanon Road Elementary School (Pre-K site; K-5) Facility Condition Rating 42 Priority # 17, 18

Existing Facility

Lebanon Road Elementary School is a one-story brick building located near the intersection of Lebanon and Lawyers roads. Lebanon Road Elementary School is overcapacity. An addition and renovation will bring the facility to baseline and help address the capacity issues. New Elementary School #2 will also provide relief at Lebanon Road.

Proposed Scope of Unfunded Work

Lebanon Road will receive an addition and comprehensive renovation; all HVAC systems will be replaced.

Campus Information Originally Built 1990 Years of Previous Work (since 1997) None Acreage 28.31 Total Square Feet 71,917 Number of Buildings on Campus 1 Number of Building Classrooms 36 Current Number of Mobiles 13 Staff Building Utilization 139% 2011-12 20th Day ADM 813

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 15 16 16 17 17 18 18 19 19 20

East Zone

Lebanon Road Elementary School 7300 Lebanon Road, Charlotte, NC 28227

) East Zone

Matthews Elementary School (Pre-K site; K-5) Facility Condition Rating 41 Priority # 86, 132

Existing Facility

Matthews Elementary School is a multi-level, multi- building facility in downtown Matthews. Matthews is nearing overcapacity. Matthews should receive a replacement school on-site to bring the facility to baseline and stabilize enrollment. Further enrollment stability may be accomplished by proposed New ES #5.

Proposed Scope of Unfunded Work

This Capital Needs Assessment recommends a replacement.

Campus Information Originally Built 1954 Years of Previous Work (since 1997) 2001 Acreage 17.94 Total Square Feet 95,323 Number of Buildings on Campus 3 Number of Building Classrooms 40 Current Number of Mobiles 15 Staff Building Utilization 125% 2011-12 20th Day ADM 995

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 10 11 11 12 12 13 13 14 14 15

East Zone

Matthews Elementary School 200 McDowell Avenue, Matthews, NC 28105

East Zone

McAlpine Elementary School (Pre-K site; K-5) Facility Condition Rating 43 Priority # 99

Existing Facility

McAlpine Elementary School is a one-story building south of NC Highway 51 in the south county. McAlpine will not face significant capacity issues within the life of this plan. McAlpine, despite its recent vintage, has issues with its roofing, HVAC and plumbing systems. The cost of an addition and renovation is near the replacement cost of the facility.

Proposed Scope of Unfunded Work

Replacement of the facility is proposed, as renovation cost is near the cost of replacement.

Campus Information Originally Built 1986 Years of Previous Work (since 1997) None Acreage 15.21 Total Square Feet 67,362 Number of Buildings on Campus 1 Number of Building Classrooms 35 Current Number of Mobiles 0 Staff Building Utilization 89% 2011-12 20th Day ADM 528 Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -4 -4 -3 -3 -3 -2 -2 -2 -2 -1

East Zone

McAlpine Elementary School 9100 Carswell Lane, Charlotte, NC 28277

East Zone

McKee Road Elementary School (K-5) Facility Condition Rating 37 Priority # 27

Existing Facility

McKee Road Elementary School is a single-story brick building located just north of Interstate 485 in the south county. McKee Road is overcapacity. An addition and renovation project will bring the facility to baseline and accommodate forecasted growth.

Proposed Scope of Unfunded Work

This Capital Needs Assessment recommends an addition and renovation project.

Campus Information Originally Built 1989 Years of Previous Work (since 1997) None Acreage 17.00 Total Square Feet 63,847 Number of Buildings on Campus 1 Number of Building Classrooms 31 Current Number of Mobiles 0 Staff Building Utilization 87% 2011-12 20th Day ADM 489

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -4 -4 -4 -3 -3 -3 -2 -2 -2 -2

East Zone

McKee Road Elementary School 4101 McKee Road, Charlotte, NC 28270

East Zone

Park Road Montessori (Pre-K-6) Facility Condition Rating 41 Priority # 92

Existing Facility

Park Road Montessori is a single-story, multi-building facility located off Park Road. This school is at the end of its useful life. Because it hosts one of the most popular magnet programs in the CMS, it faces a capacity crisis. Replacement of this facility on-site will address both of these issues.

Proposed Scope of Unfunded Work

This Capital Needs Assessment recommends a replacement of this facility.

Campus Information Originally Built 1949 Years of Previous Work (since 1997) 1997 Acreage 15.40 Total Square Feet 49,499 Number of Buildings on Campus 3 Number of Building Classrooms 20 Current Number of Mobiles 20 Staff Building Utilization 123% 2011-12 20th Day ADM 408

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 5 5 6 6 6 6 6 6 7 7

East Zone

Park Road Montessori 3701 Haven Drive, Charlotte, NC 28209

East Zone

Providence Spring Elementary School (K-5) Facility Condition Rating 27 Priority # 132

Existing Facility

Providence Spring Elementary School is a baseline school located off Providence Road near Interstate 485. Providence Spring is slightly overcapacity, however, relief will be provided by New Elementary School #5.

Proposed Scope of Unfunded Work

No capital projects are currently planned.

Campus Information Originally Built 2002 Years of Previous Work (since 1997) 2002 Acreage 24.55 Total Square Feet 89,322 Number of Buildings on Campus 1 Number of Building Classrooms 36 Current Number of Mobiles 4 Utilization 114% 2011-12 20th Day ADM 876

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 5 5 6 6 7 7 8 8 9 9

East Zone

Providence Spring Elementary School 10045 Providence Church Lane, Charlotte, NC 28277

East Zone

Reedy Creek Elementary School (Pre-K site; K-5) Facility Condition Rating 28 Priority # 7

Existing Facility

Reedy Creek Elementary School is a single-story brick facility located on Plaza Road Extension. A recent project brought the school to baseline standard. Reedy Creek will experience a significant overcapacity situation, which will be solved through the proposed New ES #1.

Proposed Scope of Unfunded Work

Work is currently not proposed.

Campus Information Originally Built 1981 Years of Previous Work (since 1997) 2007 Acreage 26.00 Total Square Feet 88,382 Number of Buildings on Campus 1 Number of Building Classrooms 40 Current Number of Mobiles 11 Utilization 115% 2011-12 20th Day ADM 798

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 6 7 7 8 8 8 9 9 10 10

East Zone

Reedy Creek Elementary School 10801 Plaza Road Extension, Charlotte, NC 28215

East Zone

Crestdale Middle School (6-8) Facility Condition Rating 19 Priority # 93

Existing Facility

Crestdale Middle School, a twin of Bradley Middle School, is a baseline facility located on Sam Newell Road in Matthews. Crestdale will not exceed capacity within the next 10 years.

Proposed Scope of Unfunded Work

The only capital project proposed is installation of a new video surveillance system.

Campus Information Originally Built 1998 Years of Previous Work (since 1997) 1998 Acreage 48.74 Total Square Feet 145,777 Number of Buildings on Campus 1 Number of Building Classrooms 53 Current Number of Mobiles 0 Utilization 96% 2011-12 20th Day ADM 958

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -19 -18 -18 -18 -15 -15 -14 -14 -13 -13

East Zone

Crestdale Middle School 940 Sam Newell Road, Matthews, NC 28105

East Zone

Mint Hill Middle School (6-8) Facility Condition Rating 23 Priority # 35, 62, 70

Existing Facility

Mint Hill Middle School is a new baseline facility on Idlewild Road in Mint Hill. Mint Hill is currently overcapacity and the situation will only worsen. The proposed New Pre-K-8 #3 and #7 will provide relief.

Proposed Scope of Unfunded Work

Only surveillance upgrades are proposed within this plan for Mint Hill Middle School.

Campus Information Originally Built 2003 Years of Previous Work (since 1997) 2003 Acreage 64.31 Total Square Feet 152,143 Number of Buildings on Campus 1 Number of Building Classrooms 50 Current Number of Mobiles 7 Staff Building Utilization 129% 2011-12 20th Day ADM 1,258

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 1 1 2 3 3 5 6 6 6 8

East Zone

Mint Hill Middle School 11501 Idlewild Road, Matthews, NC 28105

East Zone

Northeast Middle School (6-8) Facility Condition Rating 21 Priority # 93

Existing Facility

Northeast Middle School is a three-story brick building originally opened as a junior high. It is co- located with Independence High School in Mint Hill. Northeast has just recently been brought to baseline. It is not projected to exceed capacity in the next 10 years.

Proposed Scope of Unfunded Work

A new video surveillance system and upgraded fire alarm system are proposed for this school. Cost of work included in the separate category of surveillance upgrade.

Campus Information Originally Built 1976 Years of Previous Work (since 1997) 2008 Acreage 30.00 Total Square Feet 151,570 Number of Buildings on Campus 1 Number of Building Classrooms 54 Current Number of Mobiles 0 Staff Building Utilization 92% 2011-12 20th Day ADM 796

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -20 -19 -19 -17 -17 -17 -17 -15 -14 -14

East Zone

Northeast Middle School 5960 Brickstone Drive, Charlotte, NC 28227

East Zone

Randolph IB Middle School (6-8) Facility Condition Rating 30 Priority # 9, 62, 137, 148

Existing Facility

Randolph IB Middle School is a multi-level brick building that opened as a junior high school and has recently undergone renovations. It is located in the Cotswold area off Sharon Amity Road. Randolph hosts the IB magnet program and as such its capacity and utilization can be more easily managed. Additional IB seats will be provided through proposed New MS #1.

Proposed Scope of Unfunded Work

Site work and paving improvements as well as new video surveillance systems are planned for Randolph.

Campus Information Originally Built 1967 Years of Previous Work (since 1997) 2008 Acreage 25.00 Total Square Feet 127,841 Number of Buildings on Campus 1 Number of Building Classrooms 52 Current Number of Mobiles 0 Staff Building Utilization 116% 2011-12 20th Day ADM 1,103

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 9 10 11 11 13 14 14 15 15 16

East Zone

Randolph IB Middle School 4400 Water Oak Road, Charlotte, NC 28211

East Zone

Jay M. Robinson Middle School (6-8) Facility Condition Rating 27 Priority # 147, 181

Existing Facility

Jay M. Robinson Middle School is a baseline facility located just north of Interstate 485 in the south county. Robinson is not currently overcapacity but will trend that way. Near term relief will be provided by the New Pre-K-8 School #12.

Proposed Scope of Unfunded Work

Surveillance system installation is proposed by this plan.

Campus Information Originally Built 2002 Years of Previous Work (1997) 2002 Acreage 48.31 Total Square Feet 148,966 Number of Buildings on Campus 1 Number of Building Classrooms 53 Current Number of Mobiles 0 Staff Building Utilization 102% 2011-12 20th Day ADM 1,112

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -16 -15 -15 -15 -13 -13 -12 -12 -11 -10

East Zone

Jay M. Robinson Middle School 5925 Ballantyne Commons Parkway, Charlotte, NC 28277

East Zone

South Charlotte Middle School (6-8) Facility Condition Rating 44 Priority # 74, 93

Existing Facility

South Charlotte Middle School is a baseline facility located just south of NC Highway 51 and west of The Arboretum. South Charlotte will benefit from a replacement Pre-K – 8 school at Olde Providence.

Proposed Scope of Unfunded Work

A new video surveillance system is the only work presently proposed.

Campus Information Originally Built 1992 Years of Previous Work (since 1997) None Acreage 33.09 Total Square Feet 132,500 Number of Buildings on Campus 1 Number of Building Classrooms 40 Current Number of Mobiles 1 Staff Building Utilization 111% 2011-12 20th Day ADM 927

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -6 -5 -5 -4 -4 -3 -3 -2 -2 -1

East Zone

South Charlotte Middle School 8040 Strawberry Lane, Charlotte, NC 28277

East Zone

Butler High School (9-12) Facility Condition Rating 33 Priority # 138, 143

Existing Facility

Butler High School is a baseline facility located just north of Interstate 485 in Matthews. Butler has been relieved by Rocky River High School.

Proposed Scope of Unfunded Work

The stadium is in need of refurbishment and the track will need resurfacing within the life of this plan. The field will also be upgraded to synthetic turf. Additional paving and site work is also necessary.

Campus Information Originally Built 1997 Years of Previous Work (since 1997) 1997, 2007 Acreage 74.06 Total Square Feet 288,553 Number of Buildings on Campus 2 Number of Building Classrooms 98 Current Number of Mobiles 2 Staff Building Utilization 106% 2011-12 20th Day ADM 2,044

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -22 -20 -20 -19 -17 -16 -15 -13 -12 -12

East Zone

Butler High School 1810 Matthews-Mint Hill Road, Matthews, NC 28105

East Zone

East Mecklenburg High School (9-12) Facility Condition Rating 41 Priority # 2, 102

Existing Facility

East Mecklenburg High School is a series of single- story brick buildings on Monroe Road. East Mecklenburg is no longer over capacity. An addition project will bring the facility to baseline and allow renovation of existing buildings to begin.

Proposed Scope of Unfunded Work

East Mecklenburg High School received an addition and was renovated via the 1995 bond but the auditorium was not improved. The auditorium is included in the 2007 Bond. This Capital Needs Assessment proposes an addition project and initial phase of renovation. Also, the stadium, track and field must be overhauled.

Campus Information Originally Built 1949 Years of Previous Work (since 1997) 1997, 1998 Acreage 45.50 Total Square Feet 235,947 Number of Buildings on Campus 7 Number of Building Classrooms 90 Current Number of Mobiles 17 Staff Building Utilization 106% 2011-12 20th Day ADM 1,657

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -19 -18 -16 -16 -14 -13 -12 -11 -10 -8

East Zone

East Mecklenburg High School 6800 Monroe Road, Charlotte, NC 28212

East Zone

Independence High School (9-12) Facility Condition Rating 48 Priority # 119, 173

Existing Facility

Independence High School is a series of two-story brick buildings located north of Lawyers Road in Mint Hill.

Proposed Scope of Unfunded Work

The third phase of renovations at Independence High School was included in the 2007 Bond. The fourth phase of renovations, as well as an upgrade to the athletic facilities, is proposed as part of this Capital Needs Assessment.

Campus Information Originally Built 1966 Years of Previous Work (since 1997) 2000, 2004 Acreage 53.70 Total Square Feet 288,234 Number of Buildings on Campus 5 Number of Building Classrooms 100 Current Number of Mobiles 10 Staff Building Utilization 110% 2011-12 20th Day ADM 1,998

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -19 -18 -16 -15 -14 -13 -12 -10 -8 -7

East Zone

Independence High School 1967 Patriot Drive, Charlotte, NC 28227

East Zone

Performance Learning Center (10-12) Facility Condition Rating 34 Priority # 3

Existing Facility

Performance Learning Center is a non-traditional high school in a recently renovated facility on North Graham Street, near the center city. The success of this program indicates the need for a second Performance Learning Center.

Proposed Scope of Unfunded Work

There is no work currently planned for the Performance Learning Center.

Campus Information Originally Built 1926 Years of Previous Work (since 1997) None Acreage 4.18 Total Square Feet 13,078 Number of Buildings on Campus 1 Number of Building Classrooms 7 Current Number of Mobiles 2 Staff Building Utilization 114% 2011-12 20th Day ADM 118

Projected Utilization

Student population managed annually.

East Zone

Performance Learning Center 1400 North Graham Street, Charlotte, NC 28206

East Zone

Providence High School (9-12) Facility Condition Rating 53 Priority # 19, 23, 85

Existing Facility

Providence High School is located on NC Highway 51. It is a two-story brick building which is near baseline standard. Providence is not currently overcapacity. Near term stability will be provided by an addition project that will bring the facility to baseline. Minor renovations will be accomplished in conjunction with the addition. Additional stability will be provided by proposed New HS #2.

Proposed Scope of Unfunded Work

The stadium is in need of updating and repair. The classroom addition will also be accomplished as part of this Capital Needs Assessment.

Campus Information Originally Built 1989 Years of Previous Work (since 1997) 2003 Acreage 58.71 Total Square Feet 270,869 Number of Buildings on Campus 3 Number of Building Classrooms 88 Current Number of Mobiles 5 Staff Building Utilization 110% 2011-12 20th Day ADM 2,004

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -16 -15 -14 -13 -13 -11 -10 -9 -8 -8

East Zone

Providence High School 1800 Pineville-Matthews Road, Charlotte, NC 28270

East Zone

Rocky River High School (9-12) Facility Condition Rating N/A Priority # N/A

Existing Facility

Rocky River High School, located in the Clear Creek Business Park in eastern Mecklenburg County, is a new baseline, 100 classroom high school which opened in August, 2010. It relieved Butler, East Mecklenburg and Independence high schools.

Proposed Scope of Unfunded Work

There are no proposed plans for this school at this time.

Campus Information Scheduled to Open 2010 Years of Previous Work (since 1997) 2010 Acreage 88.32 Total Square Feet 258,191 Number of Buildings on Campus 1 Number of Building Classrooms 100 Current Number of Mobiles 0 Staff Building Utilization 94% 2011-12 20th Day ADM 1,702

Projected Classrooms Needed Without Relief 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -35 -34 -33 -32 -31 -29 -27 -26 -24 -24

East Zone

Rocky River High School 10505 Clear Creek Commerce Drive, Charlotte, NC 28227

Central – Secondary Zone

Albemarle Road Middle School (6-8) Cochrane Collegiate Academy (6-9) Coulwood Middle School (6-8) Eastway Middle School (6-8) Martin Luther King, Jr. Middle School (6-8) James Martin Middle School (6-8) McClintock Middle School (6-8) Northridge Middle School (6-8) Ranson Middle School (6-8) Sedgefield Middle School (6-8) Whitewater Middle School (6-8)

Garinger High School (9-12) Harding University High School (9-12) Hawthorne High School (9-12) Turning Point Academy (K-12) West Charlotte High School (9-12) West Mecklenburg High School (9-12)

Central – Secondary Zone

Albemarle Road Middle School (6-8) Facility Condition Rating 37 Priority # 10, 46, 70, 91,112

Existing Facility

Albemarle Road Middle School is located off Albemarle Road in east Charlotte. A complete renovation project will refresh the facility. Roofing and paving projects are also needed. Long term stability will be provided by proposed New Pre-K – 8 #1 and #7.

Proposed Scope of Unfunded Work

Work proposed for Albemarle Road includes a complete renovation, paving and roof replacement.

Campus Information Originally Built 1967 Years of Previous Work (since 1997) 2000 Acreage 25.75 Total Square Feet 138,088 Number of Buildings on Campus 3 Number of Building Classrooms 50 Current Number of Mobiles 0 Staff Building Utilization 119% 2011-12 20th Day ADM 1,005

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -4 -3 -3 -2 -2 -1 -1 0 1 1

Central – Secondary Zone

Albemarle Road Middle School 6900 Democracy Drive, Charlotte, NC 28212

Central – Secondary Zone

Cochrane Collegiate Academy (6-9) Facility Condition Rating 26 Priority # 133

Existing Facility

Cochrane Middle School is a multiple-building campus originally intended to be a junior high school. It has recently been renovated, and will add a grade each year to become a 6-12 school. Some additional paving and site work are needed.

Proposed Scope of Unfunded Work

Paving and site work are currently scheduled for Cochrane.

Campus Information Originally Built 1961 Years of Previous Work (since 1997) 2003, 2004, 2008 Acreage 30.40 Total Square Feet 142,882 Number of Buildings on Campus 1 Number of Building Classrooms 49 Current Number of Mobiles 0 Staff Building Utilization 81% 2011-12 20th Day ADM 597

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -53 -52 -52 -51 -51 -50 -50 -49 -49 -49

Central – Secondary Zone

Cochrane Collegiate Academy 6200 Starhaven Drive, Charlotte, NC 28215

Central – Secondary Zone

Coulwood Middle School (6-8) Facility Condition Rating 26 Priority # 53

Existing Facility

Coulwood Middle School is a single-story, multi- building facility located near Paw Creek Elementary School off Bellhaven Boulevard. Coulwood will require a replacement facility as the existing building has reached the end of its life cycle.

Proposed Scope of Unfunded Work

Replace with new facility. Programming should be discussed.

Campus Information Originally Built 1960 Years of Previous Work (since 1997) 1997, 2001 Acreage 30.45 Total Square Feet 110,699 Number of Buildings on Campus 4 Number of Building Classrooms 47 Current Number of Mobiles 6 Staff Building Utilization 103% 2011-12 20th Day ADM 819

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -12 -11 -11 -10 -10 -9 -9 -8 -7 -7

Central – Secondary Zone

Coulwood Middle School 500 Kentberry Drive, Charlotte, NC 28214

Central – Secondary Zone

Eastway Middle School (6-8) Facility Condition Rating 33 Priority # 62, 68

Existing Facility

Eastway Middle School is a near baseline campus located between Central Avenue and Independence Boulevard just outside the center city. Eastway will receive enrollment stability through the proposed replacement Pre-K – 8 at Shamrock Gardens.

Proposed Scope of Unfunded Work

Surveillance system upgrades are scheduled within this plan.

Campus Information Originally Built 1954 Years of Previous Work (since 1997) 2001, 2004 Acreage 33.00 Total Square Feet 153,829 Number of Buildings on Campus 3 Number of Building Classrooms 51 Current Number of Mobiles 0 Staff Building Utilization 97% 2011-12 20th Day ADM 756

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -17 -17 -16 -16 -15 -14 -14 -13 -13 -12

Central – Secondary Zone

Eastway Middle School 1501 Norland Road, Charlotte, NC 28205

Central – Secondary Zone

Martin Luther King, Jr. Middle School (6-8) Facility Condition Rating 27 Priority # 15, 93

Existing Facility

Martin Luther King, Jr. Middle School is a baseline facility located near Hidden Valley Elementary School. Long term enrollment stability will be provided by the proposed Pre-K – 8 replacement at Briarwood.

Proposed Scope of Unfunded Work

As a new school, only surveillance upgrades are planned for the school.

Campus Information Originally Built 2003 Years of Previous Work (since 1997) 2003 Acreage 32.78 Total Square Feet 153,052 Number of Buildings on Campus 1 Number of Building Classrooms 58 Current Number of Mobiles 0 Staff Building Utilization 94% 2011-12 20th Day ADM 891

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -21 -20 -19 -19 -18 -18 -16 -16 -14 -14

Central – Secondary Zone

Martin Luther King, Jr. Middle School 500 Bilmark Avenue, Charlotte, NC 28213

Central – Secondary Zone

James Martin Middle School (6-8) Facility Condition Rating 34 Priority # 76, 181

Existing Facility

James Martin Middle School is a baseline, one-story brick facility located on the Governor’s Village campus in University City. The campus also houses Vance High, Nathaniel Alexander Elementary and Morehead Elementary schools. James Martin will be overcapacity within the next 10 years but a proposed Pre-K - 8 School #8 will provide stability.

Proposed Scope of Unfunded Work

Video surveillance system installation work is proposed within this plan.

Campus Information Originally Built 1998 Years of Previous Work (since 1997) 1998 Acreage 204.60 (Multi-school campus) Total Square Feet 174,000 Number of Buildings on Campus 1 Number of Building Classrooms 65 Current Number of Mobiles 0 Staff Building Utilization 105% 2011-12 20th Day ADM 1,098

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -16 -16 -15 -14 -14 -13 -13 -12 -12 -11

Central – Secondary Zone

James Martin Middle School 7800 IBM Drive, Charlotte, NC 28262

Central – Secondary Zone

McClintock Middle School (6-8) Facility Condition Rating 49 Priority # (N/A)

Existing Facility

McClintock Middle School is a multi-building campus located on Rama Road and originally placed in service as a junior high. McClintock Middle School is scheduled for replacement as a result of the 2007 Bond. It will not exceed capacity in the next 10 years.

Proposed Scope of Unfunded Work

As part of the 2007 Bond, the school is scheduled to be replaced.

Campus Information Originally Built 1955 Years of Previous Work (since 1997) 2004 Acreage 35.91 Total Square Feet 124,993 Number of Buildings on Campus 4 Number of Building Classrooms 44 Current Number of Mobiles 0 Staff Building Utilization 92% 2011-12 20th Day ADM 660

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -18 -17 -17 -16 -16 -16 -15 -15 -13 -13

Central – Secondary Zone

McClintock Middle School 2101 Rama Road, Charlotte, NC 28212

Central – Secondary Zone

Northridge Middle School (6-8) Facility Condition Rating 28 Priority # 31, 43, 181

Existing Facility

Northridge Middle School is a one-story brick school that is near baseline standard. It is located on The Plaza near J.W. Grier Elementary School. Northridge is currently near capacity. A classroom addition will bring the facility to baseline and stabilize enrollment.

Proposed Scope of Unfunded Work

An addition is proposed. Also, fire alarm and surveillance systems will be upgraded as a part of this plan.

Campus Information Originally Built 1996 Years of Previous Work (since 1997) None Acreage 32.55 Total Square Feet 133,000 Number of Buildings on Campus 1 Number of Building Classrooms 40 Current Number of Mobiles 6 Staff Building Utilization 129% 2011-12 20th Day ADM 873

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -1 0 0 1 2 2 3 3 4 4

Central – Secondary Zone

Northridge Middle School 7601 The Plaza, Charlotte, NC 28215

Central – Secondary Zone

Ranson Middle School (6-8) Facility Condition Rating 50 Priority # 21, 62

Existing Facility

Ranson Middle School is a two-story brick and pre- cast concrete building located in northeast Charlotte. Ranson requires extensive renovation. An addition and renovation project at this school is part of the 2007 Bond. Additional long-term stability will be provided through proposed New Pre-K - 8 #2.

Proposed Scope of Unfunded Work

Surveillance system upgrades are planned for Ranson, along with the work promised in the 2007 Bond.

Campus Information Originally Built 1964 Years of Previous Work (since 1997) 2001 Acreage 30.00 Total Square Feet 140,988 Number of Buildings on Campus 3 Number of Building Classrooms 52 Current Number of Mobiles 15 Staff Building Utilization 126% 2011-12 20th Day ADM 1,077

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 0 0 1 2 2 4 5 5 6 8

Central – Secondary Zone

Ranson Middle School 5850 Statesville Road, Charlotte, NC 28269

Central – Secondary Zone

Sedgefield Middle School (6-8) Facility Condition Rating 32 Priority # 83

Existing Facility

Sedgefield Middle School is a multi-building campus located in a south Charlotte residential neighborhood. New additions and a renovation have been completed to bring the facility to baseline. Sedgefield will not significantly exceed capacity within the next decade. Sedgefield also hosts the Montessori 7-8 program.

Proposed Scope of Unfunded Work

A new video surveillance system is proposed for the school.

Campus Information Originally Built 1955 Years of Previous Work (since 1997) 2001, 2002, 2008 Acreage 23.79 Total Square Feet 117,775 Number of Buildings on Campus 3 Number of Building Classrooms 45 Current Number of Mobiles 0 Staff Building Utilization 86% 2011-12 20th Day ADM 536

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -18 -17 -17 -17 -15 -15 -14 -14 -13 -13

Central – Secondary Zone

Sedgefield Middle School 2700 Dorchester Place, Charlotte, NC 28209

Central – Secondary Zone

Whitewater Middle School (6-8) Facility Condition Rating 16 Priority # (N/A)

Existing Facility

Whitewater Middle School is a new baseline, 54 classroom facility in west Charlotte. Whitewater will receive enrollment stability through the proposed replacement of Allenbrook with a Pre-K – 8 facility.

Proposed Scope of Unfunded Work

No work is proposed at this time.

Campus Information Originally Built 2009 Years of Previous Work (since 1997) 2009 Acreage 50.00 (Multi-school campus) Total Square Feet 130,156 Number of Buildings on Campus 1 Number of Building Classrooms 54 Current Number of Mobiles 0 Staff Building Utilization 93% 2011-12 20th Day ADM 854

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -21 -20 -20 -18 -17 -17 -16 -16 -15 -15

Central – Secondary Zone

Whitewater Middle School 1520 Belmeade Drive, Charlotte, NC 28214

Central – Secondary Zone

Garinger High School (9-12) Facility Condition Rating 53 Priority # 34, 165,169

Existing Facility

Garinger High School is a multi-building campus built primarily of pre-cast concrete located at West Sugar Creek Road and Eastway Drive. Garinger faces overcapacity issues, but relief will be provided in the long-term by a New High School #3; in the short- term, an addition and comprehensive renovations will improve the situation. Phase III of this work, along with work to the track and field, were included in the 2007 Bond.

Proposed Scope of Unfunded Work

Work will be accomplished in phases. These include refurbishment of the kitchen, cafeteria, gym and administrative areas. The canopies and HVAC systems will be replaced and paving and site work will also be included in the work proposed. Phase III was included in the 2007 Bond; Phases IV and V are part of this Capital Needs Assessment.

Campus Information Originally Built 1959 Years of Previous Work (since 1997) 2001, 2003 Acreage 62.57 Total Square Feet 236,546 Number of Buildings on Campus 9 Number of Building Classrooms 89 Current Number of Mobiles 27 Staff Building Utilization 122% 2011-12 20th Day ADM 1716

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -4 -3 -1 0 1 2 4 4 6 7

Central – Secondary Zone

Garinger High School 1100 Eastway Drive, Charlotte, NC 28205

Central – Secondary Zone

Harding University High School (9-12) Facility Condition Rating 23 Priority # 8, 125, 127, 157, 158, 159

Existing Facility

Harding University High School is a group of one and two-story buildings located on Alleghany Street; it houses a neighborhood school and partial IB magnet program. While significant capital investment has been made, more work remains to be done. Long term relief will be provided by proposed New HS #1.

Proposed Scope of Unfunded Work

The roofing system must be addressed. The recent addition brought the campus near baseline; it will provide “swing space” for the substantial renovations necessitated by this course of action. The work will be accomplished in phases. Phases II, III and IV are included in this plan. The administrative areas and gymnasium will be expanded and systems such as canopies, roofing and electrical will be replaced. The stadium and track will be refurbished in phases.

Campus Information Originally Built 1961 Years of Previous Work (since 1997) 2003, 2009 Acreage 49.32 Total Square Feet 204,674 Number of Buildings on Campus 7 Number of Building Classrooms 78 Current Number of Mobiles 17 Staff Building Utilization 131% 2011-12 20th Day ADM 1,745

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 4 5 6 7 9 10 11 12 13 14

Central – Secondary Zone

Harding University High School 2001 Alleghany Street, Charlotte, NC 28208

Central – Secondary Zone

Hawthorne High School (9-12) Facility Condition Rating 38 Priority # 153, 187

Existing Facility

Hawthorne High School is near the end of its lifecycle. Hawthorne houses the teenage parent services, the Midwood Eight Plus program, two high school day programs and an evening program. Comprehensive renovations must be accomplished if Hawthorne is to remain in service.

Proposed Scope of Unfunded Work

Plumbing and HVAC work were included in the 2007 Bond. Paving and site work are included in this Capital Needs Assessment. A comprehensive renovation will address all of these issues.

Campus Information Originally Built 1937 Years of Previous Work (since 1997) None Acreage 14.40 Total Square Feet 104,567 Number of Buildings on Campus 4 Number of Building Classrooms 37 Current Number of Mobiles 0 Staff Building Utilization 118% 2011-12 20th Day ADM 267

Projected Utilization

Student population managed annually.

Central – Secondary Zone

Hawthorne High School 1411 Hawthorne Lane, Charlotte, NC 28205

Central – Secondary Zone

Turning Point Academy (K-12) Facilities Condition Rating 49 Priority # 51, 84, 150

Existing Facility

Turning Point Academy is an alternative program located in the former Derita Elementary School. The school serves students from all CMS middle and high schools in grades 6-12 that have Level IV and V violations of the Student’s Rights and Responsibilities Handbook. Students are assigned to Turning Point Academy for 180 school days. The program focuses on the “redirection” of student behavior and academics through therapeutic intervention services along with behavior intervention/prevention opportunities.

Proposed Scope of Unfunded Work

Turning Point Academy should be replaced. The HVAC and plumbing systems at the current facility are in poor condition. These projects have been separated; in the event replacement cannot be funded in a timely manner, these systems must be addressed.

Campus Information Originally Built 1937 Years of Previous Work (since 1997) None Acreage 9.16 Total Square Feet 61,861 Number of Buildings on Campus 3 Number of Building Classrooms 28 Current Number of Mobiles 0 Staff Building Utilization 84% 2011-12 20th Day ADM 241

Projected Utilization

Student population managed annually.

Central – Secondary Zone

Turning Point Academy 2300 W. Sugar Creek Road, Charlotte, NC 28262

Central – Secondary Zone

West Charlotte High School (9-12) Facility Condition Rating 57 Priority # 108, 111, 113, 120, 140

Existing Facility

West Charlotte High School is a multi-building campus located off Beatties Ford Road near the center city. West Charlotte will remain at or near capacity for the next 10 years. Capacity issues can be relieved by New High School #5.

Proposed Scope of Unfunded Work

Plumbing, HVAC, and roofing projects are proposed. Also, the stadium and track are in need of updating and renovation. These athletics projects will be accomplished simultaneously.

Campus Information Originally Built 1954 Years of Previous Work (since 1997) 1998, 1999 Acreage 49.34 Total Square Feet 240,470 Number of Buildings on Campus 10 Number of Building Classrooms 96 Current Number of Mobiles 20 Staff Building Utilization 99% 2011-12 20th Day ADM 1,674

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -30 -28 -26 -25 -23 -21 -19 -18 -17 -17

Central – Secondary Zone

West Charlotte High School 2219 Senior Drive, Charlotte, NC 28216

Central – Secondary Zone

West Mecklenburg High School (9-12) Facility Condition Rating 57 Priority # 98, 115, 116,122

Existing Facility

West Mecklenburg High School is a multi-building campus on Tuckaseegee Road. West Mecklenburg will be overcapacity. Relief will be provided through New High School #6.

Proposed Scope of Unfunded Work

Plumbing, HVAC, fire alarm and roofing projects are included in this plan. The stadium complex will be addressed by the 2007 Bond.

Campus Information Originally Built 1950 Years of Previous Work (since 1997) 1997 Acreage 53.70 Total Square Feet 244,439 Number of Buildings on Campus 9 Number of Building Classrooms 102 Current Number of Mobiles 11 Staff Building Utilization 98% 2011-12 20th Day ADM 1,793

Projected Utilization- Classrooms Needed 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 -34 -32 -32 -30 -28 -26 -24 -23 -22 -20

Central – Secondary Zone

West Mecklenburg High School 7400 Tuckaseegee Road, Charlotte, NC 28214

Next Steps

Any projects outlined by this Capital Needs Assessment should reflect the slower rate of student population growth experienced by Charlotte-Mecklenburg Schools over the past three years. This does not mean that enrollment growth has not continued, nor that it will cease. Mecklenburg County remains a popular relocation destination for business and households. Of greater import is the fact that the households in Mecklenburg County generate children at a rate that exceeds state and national averages. It is expected that that will remain the case for the period of time covered by this CNA.

The facilities which should be considered for renovation or replacement are those truly in need of attention. The same budget pressures that impact our ability to build and staff schools also impact our ability to maintain them. Even as the rate of growth slows, the condition of some facilities continues to deteriorate. Improving facilities may be a key to improving educational outcomes. This issue will be examined further by the departments of Planning and Project Management and Accountability.

Any new schools projected by this CNA should include those necessary to eliminate mobile and modular classrooms at all levels. While these temporary measures provide badly needed teaching stations, they are also inadequate for many educational purposes. Additionally, they are among the most expensive classrooms to operate and maintain. This does not take into account the cost to move, set up, or dismantle them as they chase capacity crises around the county. Managing growth, therefore, remains a key component of the CNA.

Reflecting the changes of the Comprehensive Review, this document is evolving. Many of the new and replacement facilities identified are configured as Pre-K -8 schools. This has the advantage, in many cases, of relieving more than one elementary school and a middle school with a single new facility. These schools are identified across the county.

Other needs are not as large, in scope or cost, as those focused on growth and facility condition. The mandates and initiatives bulleted in this CNA are every bit as important, however. Whether securing the safety of our students or improving their classroom acoustics, each of these projects can have a measurable impact on student learning. As a separate initiative, the department of Planning and Project Management will create a Service Integration Team of individuals from several departments to develop standardsDRAFT for the “21st Century Classroom.”

Needs for support services must also be addressed. Among these needs has been a suitable replacement for the Education Center, from the proceeds of its sale to Mecklenburg County. Administrative functions are in the process of being relocated to school facilities which are no longer in operation. Given the backlog of school-related projects, and the state of many support service physical plants, staff does not recommend that these proceeds be devoted to administrative space at this time.

The Capital Needs Assessment is meant to be a comprehensive document. But it is simply a snapshot. The size of the school system, the growth of the metropolitan area, and the length of time covered by the CNA each lend an element of unpredictability.

There are several benefits to having such a plan. Among these is a broader perspective on the issues facing CMS in the next decade. The realities of school siting and construction have changed as Mecklenburg County’s population has grown and the land has become more urbanized. Parcels of property in the size necessary for a school continue to become scarcer and more expensive to acquire. There has been a temporary lull in construction cost escalations due to the faltering economy. When the financial climate improves, it may be expected that labor and material costs will increase rapidly. This will be due not only to the pace of development, but the fact that there will likely be fewer design and construction firms still viable and competitive.

Another key consideration will be the impacts of the current Mecklenburg County staff prioritization of capital projects. It is hoped that future efforts incorporate the priorities of the Board of Education and adequately address growth projects.

It may not be any earlier than 2013 before serious consideration may be given to a new Capital Investment Plan. This means that any list of prioritized projects will change at least twice, as growth patterns change and facilities fall further behind, before any hope of funding the needs. In the meantime, efforts must be made to purchase and inventory land for future needs. This must be done carefully, taking into account relative land values, local zoning ordinances, and proximity to public transportation. Only one thing is certain: change is inevitable. As the assumptions in this document are adjusted, the CNA will adapt.

More detail follows, with sections of the report dedicated to each of the current learning communities. Included are an evaluation of each learning community’s current conditions and projections for the next decade. Specific, detailed recommendations for each school and support facility are also a part of these sections on each learning community.

The goal of the Capital Needs Assessment is to ensure a safe, healthy, and equitable facility for each student in Mecklenburg County. This will enable all of us to reach our goal of providing the best education available, anywhere.

DRAFT

DRAFT, 15 NOV 11 Charlotte-Mecklenburg Schools Proposed Ten Year Capital Needs in Priority Order 300 200 200 400 200 100 200 300 -1000 Growth Reno Other Cost 2015 2021 Locations Running Running Running Running Running Running Lifecycle Mandates Currently Initiatives Project Type Total Cost Total Total Cost Total Total Cost Total Continuity Running Total Running Project Cost Project Cost Project Cost Overcapacity Percentage of Percentage of Percentage of Replacements Priority Quotient Priority Category Priority Category Category Number Category Overcapacity by Overcapacity by Logistical Impact Logistical Running Subtotal Running Running Subtotal Running Running Subtotal Running Health and Safety X Additions/Existing Schools Vance HS 11 1000.00 300 0 0 400 0 0 0 300 0 $12,745,000 $12,745,000 $12,420,000 $12,420,000 97% $325,000 $325,000 3% $0 0% X Pre-K Centers Pre-K Addition (New ES #5) 21 200.00 0000200020000$3,724,500 $16,469,500 $3,724,500 $16,144,500 98% $325,000 2% $0 0% X Site Acquisition Site Acquisition Phase I 41 200.00 0 0 200 400 0 0 200 0 0 $30,000,000 $46,469,500 $30,000,000 $46,144,500 99% $325,000 1% $0 0% X Replacement School Amay James Pre-K 14 175.00 0 0 0 400 0 0 0 300 0 $5,116,000 $51,585,500 $46,144,500 89% $5,116,000 $5,441,000 11% $0 0% X Renovations Davidson IB Middle 12 150.00 00000003000$5,147,000 $56,732,500 $46,144,500 81% $5,147,000 $10,588,000 19% $0 0% X Replacement School Pineville ES 15 140.00 300000010003000$10,988,446 $67,720,946 $46,144,500 68% $10,988,446 $21,576,446 32% $0 0% X Additions/Renovations Ranson MS 13 133.33 0000010003000$17,085,000 $84,805,946 $46,144,500 54% $17,085,000 $38,661,446 46% $0 0% X Fire Alarm Upgrades Various Schools 61 133.33 300200000003000$1,628,458 $86,434,404 $46,144,500 53% $38,661,446 45% $1,628,458 $1,628,458 2% X Auditoriums East Mecklenburg HS 71 114.29 300000002003000$3,562,500 $89,996,904 $46,144,500 51% $3,562,500 $42,223,946 47% $1,628,458 2% X New Elementary Schools New ES (Lake Wylie Relief) 14 100.00 00040000000$15,360,000 $105,356,904 $15,360,000 $61,504,500 58% $42,223,946 40% $1,628,458 2% X Electrical West Charlotte HS 61 100.00 3000000003000 $150,000 $105,506,904 $61,504,500 58% $150,000 $42,373,946 40% $1,628,458 2% X IAQ/Asbestos Removal IAQ/Asbestos Removal Phase 1 81 87.50 300200000020000$1,566,820 $107,073,724 $61,504,500 57% $42,373,946 40% $1,566,820 $3,195,278 3% X Renovations Independence HS Phase 3 (incl. gymnasium) 17 85.71 0 0 200 0 0 100 0 300 0 $9,665,943 $116,739,667 $61,504,500 53% $9,665,943 $52,039,889 45% $3,195,278 3% X Paving/Sitework South Mecklenburg HS 71 85.71 3000000003000 $675,000 $117,414,667 $61,504,500 52% $675,000 $52,714,889 45% $3,195,278 3% X New Elementary Schools New ES ( Hickory Grove/Reedy Creek/Grier Relief) 15 80.00 00040000000$15,360,000 $132,774,667 $15,360,000 $76,864,500 58% $52,714,889 40% $3,195,278 2% X Replacement School McClintock MS 19 77.78 300000010003000$20,579,690 $153,354,357 $4,554,000 $81,418,500 53% $16,025,690 $68,740,579 45% $3,195,278 2% X Roofing Olympic HS 52 60.00 3000000003000 $350,000 $153,704,357 $81,418,500 53% $350,000 $69,090,579 45% $3,195,278 2% X New Elementary Schools New ES (Torrence Creek Relief) 17 57.14 00040000000$15,360,000 $169,064,357 $15,360,000 $96,778,500 57% $69,090,579 41% $3,195,278 2% X High School Tracks and Fields Olympic HS 91 55.56 0000002003000 $850,000 $169,914,357 $96,778,500 57% $850,000 $69,940,579 41% $3,195,278 2% X Stadiums West Mecklenburg HS 91 55.56 0000002003000$5,025,000 $174,939,357 $96,778,500 55% $5,025,000 $74,965,579 43% $3,195,278 2% X New Elementary Schools New ES (Potential David Cox/Mallard Creek Relief) 18 50.00 00040000000$15,360,000 $190,299,357 $15,360,000 $112,138,500 59% $74,965,579 39% $3,195,278 2% X Plumbing Hawthorne HS 62 50.00 3000000003000$1,035,000 $191,334,357 $112,138,500 59% $1,035,000 $76,000,579 40% $3,195,278 2% X Replacement School Newell ES 117 47.06 300 0 0 0 200 0 0 300 0 $9,314,381 $200,648,738 $112,138,500 56% $9,314,381 $85,314,960 43% $3,195,278 2% X Additions/Renovations Bain ES 118 44.44 300 0 0 0 200 0 0 300 0 $11,839,960 $212,488,698 $3,080,000 $115,218,500 54% $8,759,960 $94,074,920 44% $3,195,278 2% X Paving/Sitework Cornelius ES 72 42.86 3000000003000 $400,000 $212,888,698 $115,218,500 54% $400,000 $94,474,920 44% $3,195,278 2% X Roofing South Mecklenburg HS 53 40.00 3000000003000 $247,000 $213,135,698 $115,218,500 54% $247,000 $94,721,920 44% $3,195,278 1% X Renovations Garinger HS Phase 3 (incl. Science Labs) 136 38.89 300 0 200 400 0 0 200 300 0 $11,802,163 $224,937,861 $115,218,500 51% $11,802,163 $106,524,083 47% $3,195,278 1% X HVAC Hawthorne HS 63 33.33 3000000003000$4,144,000 $229,081,861 $115,218,500 50% $4,144,000 $110,668,083 48% $3,195,278 1% X High School Tracks and Fields Garinger HS 92 27.78 0000002003000$1,350,000 $230,431,861 $115,218,500 50% $1,350,000 $112,018,083 49% $3,195,278 1% X Stadiums Olympic HS 92 27.78 0000002003000$5,025,000 $235,456,861 $115,218,500 49% $5,025,000 $117,043,083 50% $3,195,278 1% X Renovations Myers Park HS Phase 4 (incl. gymnasium) 127 25.93 0 0 200 0 200 0 0 300 0 $12,115,200 $247,572,061 $115,218,500 47% $12,115,200 $129,158,283 52% $3,195,278 1%

1 Renovations Northwest School of the Arts Auditorium 11 1000.00 300 0 0 400 0 0 0 300 0 $3,562,500 $3,562,500 $0 0% $3,562,500 $3,562,500 100% $0 0% 2 Additions/Renovations East Mecklenburg HS 11 800.00 300000002003000$12,990,000 $16,552,500 $9,500,000 $9,500,000 57% $3,490,000 $7,052,500 43% $0 0% 3 New Special Schools Performance Learning Center #2 11 600.00 0004000020000$11,700,000 $28,252,500 $11,700,000 $21,200,000 75% $7,052,500 25% $0 0% 4 Replacement School J. M. Alexander MS 11 600.00 3000000003000$22,600,000 $50,852,500 $21,200,000 42% $22,600,000 $29,652,500 58% $0 0% 5 Replacement School Nations Ford ES (at Waddell) 12 600.00 300 0 200 400 0 0 0 300 0 $15,300,000 $66,152,500 $21,200,000 32% $15,300,000 $44,952,500 68% $0 0% 6 Additions/Renovations Olympic HS 12 500.00 300 0 0 400 0 0 0 300 0 $10,693,286 $76,845,786 $5,500,000 $26,700,000 35% $5,193,286 $50,145,786 65% $0 0% 7 New Elementary Schools New ES #1 (Potential Grier/Reedy Creek Relief) 11 400.00 00040000000$15,300,000 $92,145,786 $15,300,000 $42,000,000 46% $50,145,786 54% $0 0% 8 New High Schools New HS #1 (Potential Harding/Myers Park Relief) 11 400.00 00040000000$53,900,000 $146,045,786 $53,900,000 $95,900,000 66% $50,145,786 34% $0 0% 9 New Middle Schools New MS #1 (IB Magnet) 11 400.00 00040000000$22,600,000 $168,645,786 $22,600,000 $118,500,000 70% $50,145,786 30% $0 0% 10 New PK-8 Schools New PK-8 #1 (Pot. Albemarle Road ES/MS Relief) 11 400.00 00040000000$30,000,000 $198,645,786 $30,000,000 $148,500,000 75% $50,145,786 25% $0 0% 11 PK-8 Conversions Ashley Park/Berryhill/Druid Hills/Westerly Hills Phase II 11 400.00 0020000020000$12,000,000 $210,645,786 $148,500,000 70% $12,000,000 $62,145,786 30% $0 0% 12 Support Facilities Centralized Distribution Facility 21 400.00 300000002003000$10,725,000 $221,370,786 $148,500,000 67% $62,145,786 28% $10,725,000 $10,725,000 5% 13 IAQ/Asbestos Removal IAQ/Asbestos Removal Phase 2 31 333.33 30020000002003000$4,000,000 $225,370,786 $148,500,000 66% $62,145,786 28% $4,000,000 $14,725,000 7% 14 Additions - Existing Schools Sharon ES 11 300.00 00000003000$2,730,000 $228,100,786 $2,730,000 $151,230,000 66% $62,145,786 27% $14,725,000 6% 15 Replacement School Briarwood Pre-K - 8 (Briarwood/MLK relief) 14 250.00 300 0 0 400 0 0 0 300 0 $22,600,000 $250,700,786 $151,230,000 60% $22,600,000 $84,745,786 34% $14,725,000 6% 16 CTE Career &Technical Education Phase 1 21 250.00 0000002003000$4,000,000 $254,700,786 $151,230,000 59% $84,745,786 33% $4,000,000 $18,725,000 7% 17 Additions/Renovations Lebanon Road ES 14 225.00 30000001002003000$10,500,979 $265,201,765 $6,185,954 $157,415,954 59% $4,315,025 $89,060,811 34% $18,725,000 7% 18 New Elementary Schools New ES #2 (Pot. Gunn/Lebanon Rd Relief) 12 200.00 00040000000$15,300,000 $280,501,765 $15,300,000 $172,715,954 62% $89,060,811 32% $18,725,000 7% 19 New High Schools New HS #2 (Potential Ardfrey Kell/Providence/South Meck Relief) 12 200.00 00040000000$53,900,000 $334,401,765 $53,900,000 $226,615,954 68% $89,060,811 27% $18,725,000 6% 20 New Middle Schools New MS #2 (North Language Immersion K-8 Magnet) 12 200.00 00040000000$22,600,000 $357,001,765 $22,600,000 $249,215,954 70% $89,060,811 25% $18,725,000 5% 21 New PK-8 Schools New PK -8 #2 (Pot. Statesville/Bruns/Ranson Relief) 12 200.00 00040000000$22,600,000 $379,601,765 $22,600,000 $271,815,954 72% $89,060,811 23% $18,725,000 5% 22 PK-8 Conversions Bruns Avenue/Byers/Reid Park/Thomasboro Phase II 12 200.00 0020000020000$12,000,000 $391,601,765 $271,815,954 69% $12,000,000 $101,060,811 26% $18,725,000 5% 23 Additions/Renovations Providence HS 13 200.00 000001002003000$24,354,075 $415,955,840 $12,745,000 $284,560,954 68% $11,609,075 $112,669,886 27% $18,725,000 5% 24 Replacement School Allenbrook Pre-K - 8 (Allenbrook/Whitewater MS relief) 13 200.00 3000000003000$22,600,000 $438,555,840 $284,560,954 65% $22,600,000 $135,269,886 31% $18,725,000 4% 25 Replacement School Montclaire ES 15 200.00 300 0 0 400 0 0 0 300 0 $15,300,000 $453,855,840 $284,560,954 63% $15,300,000 $150,569,886 33% $18,725,000 4% 26 Food Service Food Service Upgrades Phase 1 41 200.00 300000002003000$2,250,000 $456,105,840 $284,560,954 62% $150,569,886 33% $2,250,000 $20,975,000 5% 27 Additions/Renovations McKee Road ES 15 180.00 30000001002003000$8,702,995 $464,808,835 $3,276,000 $287,836,954 62% $5,426,995 $155,996,881 34% $20,975,000 5% 28 Demolition Old Selwyn ES 22 175.00 300 0 200 0 0 0 200 0 0 $1,400,000 $466,208,835 $287,836,954 62% $155,996,881 33% $1,400,000 $22,375,000 5% 29 ADA Compliance ADA Compliance Phase 1 31 166.67 3002000000000$4,000,000 $470,208,835 $287,836,954 61% $155,996,881 33% $4,000,000 $26,375,000 6% 30 IAQ/Asbestos Removal IAQ/Asbestos Removal Phase 3 32 166.67 30020000002003000$4,000,000 $474,208,835 $287,836,954 61% $155,996,881 33% $4,000,000 $30,375,000 6% 31 Fire Alarm Upgrades Various Schools 51 160.00 300200000003000$2,500,000 $476,708,835 $287,836,954 60% $155,996,881 33% $2,500,000 $32,875,000 7% 32 New High Schools New HS #4 (STEM HS Magnet) 14 150.00 0004000020000$53,900,000 $530,608,835 $53,900,000 $341,736,954 64% $155,996,881 29% $32,875,000 6% 33 Site Acquisition Site Acquisition Phase 2 41 150.00 0004000020000$42,000,000 $572,608,835 $42,000,000 $383,736,954 67% $155,996,881 27% $32,875,000 6% 34 New High Schools New HS #3 (Potential Garinger/Vance Relief) 13 133.33 00040000000$53,900,000 $626,508,835 $53,900,000 $437,636,954 70% $155,996,881 25% $32,875,000 5% 35 New PK-8 Schools New PK-8 #3 (Pot. Bain/Clear Creek/Mint Hill MS Rlf) 13 133.33 00040000000$22,600,000 $649,108,835 $22,600,000 $460,236,954 71% $155,996,881 24% $32,875,000 5% 36 Support Facilities Downs Rd bus facility upgrade 23 133.33 300000002003000$4,200,000 $653,308,835 $460,236,954 70% $4,200,000 $160,196,881 25% $32,875,000 5% 37 HVAC Berryhill Pre-K - 8 61 133.33 300000002003000 $852,403 $654,161,238 $460,236,954 70% $852,403 $161,049,284 25% $32,875,000 5% 38 Support Facilities New Bus Facility, North LC 22 125.00 3000000020000$4,675,000 $658,836,238 $4,675,000 $464,911,954 71% $161,049,284 24% $32,875,000 5% 39 Renovations Piney Grove ES 15 120.00 3000000003000$9,665,395 $668,501,633 $3,640,000 $468,551,954 70% $6,025,395 $167,074,679 25% $32,875,000 5% 40 Roofing Beverly Woods ES 51 120.00 3000000003000 $344,850 $668,846,483 $468,551,954 70% $344,850 $167,419,529 25% $32,875,000 5% 41 Playgrounds Various Schools Phase 1 91 111.11 30020000002003000$1,100,000 $669,946,483 $468,551,954 70% $1,100,000 $168,519,529 25% $32,875,000 5% 42 Middle School Conversions University Park Arts MS 11DRAFT100.00 0 0 200 400 0 0 200 300 -1000 $5,857,265 $675,803,748 $468,551,954 69% $5,857,265 $174,376,794 26% $32,875,000 5% 43 Additions - Existing Schools Northridge MS 12 100.00 00002000000$3,549,000 $679,352,748 $3,549,000 $472,100,954 69% $174,376,794 26% $32,875,000 5% 44 New PK-8 Schools New PK -8 #4 (Pot. Ashley Park/Thomasboro/Westerly Relief) 14 100.00 00040000000$22,600,000 $701,952,748 $22,600,000 $494,700,954 70% $174,376,794 25% $32,875,000 5% 45 Replacement School Statesville Road ES 16 100.00 3000000003000$15,300,000 $717,252,748 $494,700,954 69% $15,300,000 $189,676,794 26% $32,875,000 5% 46 Renovations Albemarle Road MS 17 100.00 300000010003000$13,921,480 $731,174,228 $2,184,000 $496,884,954 68% $11,737,480 $201,414,274 28% $32,875,000 4% 47 Instructional Technology Instructional Technology Phase 1 21 100.00 00000020000$5,391,667 $736,565,895 $496,884,954 67% $201,414,274 27% $5,391,667 $38,266,667 5% 48 Food Service Food Service Upgrades Phase 2 42 100.00 300000002003000$2,250,000 $738,815,895 $496,884,954 67% $201,414,274 27% $2,250,000 $40,516,667 5% 49 Sitework Sitework Phase 1 51 100.00 0200000003000$2,000,000 $740,815,895 $496,884,954 67% $2,000,000 $203,414,274 27% $40,516,667 5% 50 Electrical Lake Wylie ES 61 100.00 3000000003000 $75,000 $740,890,895 $496,884,954 67% $75,000 $203,489,274 27% $40,516,667 5% 51 Plumbing Turning Point Academy 61 100.00 3000000003000 $550,000 $741,440,895 $496,884,954 67% $550,000 $204,039,274 28% $40,516,667 5% 52 High School Athletics Myers Park HS 91 88.89 300000002003000$6,525,000 $747,965,895 $496,884,954 66% $6,525,000 $210,564,274 28% $40,516,667 5% 53 Replacement School Coulwood MS 17 85.71 3000000003000$22,600,000 $770,565,895 $496,884,954 64% $22,600,000 $233,164,274 30% $40,516,667 5% 54 Paving/Sitework Piedmont Open MS 71 85.71 3000000003000 $200,000 $770,765,895 $496,884,954 64% $200,000 $233,364,274 30% $40,516,667 5% 55 Additions/Renovations Leadership Academy 16 83.33 0000002003000$1,978,000 $772,743,895 $1,400,000 $498,284,954 64% $578,000 $233,942,274 30% $40,516,667 5% 56 Demolition Amay James Pre-K 23 83.33 3000000020000$1,000,000 $773,743,895 $498,284,954 64% $233,942,274 30% $1,000,000 $41,516,667 5% 57 ADA Compliance ADA Compliance Phase 2 32 83.33 3002000000000$4,000,000 $777,743,895 $498,284,954 64% $233,942,274 30% $4,000,000 $45,516,667 6% 58 New PK-8 Schools New PK -8 #5 (Pot. Beverly Woods/Huntingtowne Farms/Selwyn/Carmel Relief) 15 80.00 00040000000$22,600,000 $800,343,895 $22,600,000 $520,884,954 65% $233,942,274 29% $45,516,667 6% 59 Support Facilities Northpointe bus facility upgrade 25 80.00 300000002003000$4,200,000 $804,543,895 $520,884,954 65% $4,200,000 $238,142,274 30% $45,516,667 6% 60 Renovations Crown Point ES 18 75.00 3000000003000$8,300,005 $812,843,900 $2,184,000 $523,068,954 64% $6,116,005 $244,258,279 30% $45,516,667 6% 61 Replacement School Beverly Woods ES 18 75.00 3000000003000$15,300,000 $828,143,900 $523,068,954 63% $15,300,000 $259,558,279 31% $45,516,667 5% 62 Surveillance Upgrades Various Schools, Phase 1 71 71.43 3000000020000$3,243,000 $831,386,900 $523,068,954 63% $259,558,279 31% $3,243,000 $48,759,667 6% 63 New Elementary Schools New ES #3 (Potential Devonshire/Windsor Park Relief) 13 66.67 00002000000$15,300,000 $846,686,900 $15,300,000 $538,368,954 64% $259,558,279 31% $48,759,667 6% 64 New PK-8 Schools New PK -8 #6 (Potential Berryhill/Reid Park Relief) 16 66.67 00040000000$22,600,000 $869,286,900 $22,600,000 $560,968,954 65% $259,558,279 30% $48,759,667 6% 65 Replacement School Lansdowne ES 19 66.67 3000000003000$15,300,000 $884,586,900 $560,968,954 63% $15,300,000 $274,858,279 31% $48,759,667 6% DRAFT, 15 NOV 11 Charlotte-Mecklenburg Schools Proposed Ten Year Capital Needs in Priority Order 300 200 200 400 200 100 200 300 -1000 Growth Reno Other Cost 2015 2021 Locations Running Running Running Running Running Running Lifecycle Mandates Currently Initiatives Project Type Total Cost Total Total Cost Total Total Cost Total Continuity Running Total Running Project Cost Project Cost Project Cost Overcapacity Percentage of Percentage of Percentage of Replacements Priority Quotient Priority Category Priority Category Category Number Category Overcapacity by Overcapacity by Logistical Impact Logistical Running Subtotal Running Running Subtotal Running Running Subtotal Running Health and Safety 66 HVAC Greenway Park ES 62 66.67 300000002003000$2,211,000 $886,797,900 $560,968,954 63% $2,211,000 $277,069,279 31% $48,759,667 5% 67 Structural Evaluation/Repair Undesignated 81 62.50 3000000020000$2,100,000 $888,897,900 $560,968,954 63% $277,069,279 31% $2,100,000 $50,859,667 6% 68 Replacement School Shamrock Gardens Pre-K - 8 (Shamrock/Byers/Eastway Relief) 110 60.00 3000000003000$22,600,000 $911,497,900 $560,968,954 62% $22,600,000 $299,669,279 33% $50,859,667 6% 69 Roofing Nathaniel Alexander ES 52 60.00 3000000003000 $201,150 $911,699,050 $560,968,954 62% $201,150 $299,870,429 33% $50,859,667 6% 70 New PK-8 Schools New PK -8 #7 (Pot. Crown Point/Piney Grove/Albemarle Rd MS/MHMS Relief) 17 57.14 00040000000$22,600,000 $934,299,050 $22,600,000 $583,568,954 62% $299,870,429 32% $50,859,667 5% 71 Sound Field Sound Field Phase 1 91 55.56 3000000020000$1,500,000 $935,799,050 $583,568,954 62% $299,870,429 32% $1,500,000 $52,359,667 6% 72 Playgrounds Various Schools Phase 2 92 55.56 30020000002003000$1,100,000 $936,899,050 $583,568,954 62% $1,100,000 $300,970,429 32% $52,359,667 6% 73 Renovations Devonshire ES 111 54.55 3000000003000$6,649,990 $943,549,040 $1,200,000 $584,768,954 62% $5,449,990 $306,420,419 32% $52,359,667 6% 74 Replacement School Olde Providence Pre-K - 8 (Olde Providence/South Charlotte relief) 111 54.55 3000000003000$22,600,000 $966,149,040 $584,768,954 61% $22,600,000 $329,020,419 34% $52,359,667 5% 75 New Elementary Schools New ES #4 (Potential Blythe/Davidson/H'ville Relief) 14 50.00 00002000000$15,300,000 $981,449,040 $15,300,000 $600,068,954 61% $329,020,419 34% $52,359,667 5% 76 New PK-8 Schools New PK -8 #8 (Pot. Nat Alex/U Meadows/Druid/Martin Relief) 18 50.00 00040000000$22,600,000 $1,004,049,040 $22,600,000 $622,668,954 62% $329,020,419 33% $52,359,667 5% 77 CTE Career &Technical Education Phase 2 22 50.00 00000020000$4,000,000 $1,008,049,040 $622,668,954 62% $329,020,419 33% $4,000,000 $56,359,667 6% 78 Instructional Technology Instructional Technology Phase 2 22 50.00 00000020000$5,391,667 $1,013,440,707 $622,668,954 61% $329,020,419 32% $5,391,667 $61,751,334 6% 79 Site Acquisition Site Acquisition Phase 3 42 50.00 0000200020000$42,000,000 $1,055,440,707 $42,000,000 $664,668,954 63% $329,020,419 31% $61,751,334 6% 80 Sitework Sitework Phase 2 52 50.00 0200000003000$2,000,000 $1,057,440,707 $664,668,954 63% $2,000,000 $331,020,419 31% $61,751,334 6% 81 Electrical North Mecklenburg HS 62 50.00 3000000003000 $97,143 $1,057,537,850 $664,668,954 63% $97,143 $331,117,562 31% $61,751,334 6% 82 Plumbing Hidden Valley ES 62 50.00 3000000003000 $24,000 $1,057,561,850 $664,668,954 63% $24,000 $331,141,562 31% $61,751,334 6% 83 Replacement School Hornets Nest ES 113 46.15 3000000003000$15,300,000 $1,072,861,850 $664,668,954 62% $15,300,000 $346,441,562 32% $61,751,334 6% 84 Replacement School Turning Point Academy & Right Choices 118 44.44 300000002003000$22,600,000 $1,095,461,850 $664,668,954 61% $22,600,000 $369,041,562 34% $61,751,334 6% 85 High School Athletics Providence HS 92 44.44 300000002003000$6,525,000 $1,101,986,850 $664,668,954 60% $6,525,000 $375,566,562 34% $61,751,334 6% 86 Replacement School Matthews ES 114 42.86 3000000003000$15,300,000 $1,117,286,850 $664,668,954 59% $15,300,000 $390,866,562 35% $61,751,334 6% 87 Paving/Sitework Greenway Park ES 72 42.86 3000000003000 $121,000 $1,117,407,850 $664,668,954 59% $121,000 $390,987,562 35% $61,751,334 6% 88 Support Facilities New Bus Facility, South LC 26 41.67 3000000020000$4,675,000 $1,122,082,850 $4,675,000 $669,343,954 60% $390,987,562 35% $61,751,334 6% 89 New Elementary Schools New ES #6 (Potential Hidden Valley/Newell Relief) 15 40.00 00002000000$15,300,000 $1,137,382,850 $15,300,000 $684,643,954 60% $390,987,562 34% $61,751,334 5% 90 Replacement School Steele Creek ES 115 40.00 3000000003000$15,300,000 $1,152,682,850 $684,643,954 59% $15,300,000 $406,287,562 35% $61,751,334 5% 91 Roofing Albemarle Road MS 53 40.00 3000000003000 $389,675 $1,153,072,525 $684,643,954 59% $389,675 $406,677,237 35% $61,751,334 5% 92 Replacement School Park Road Montessori K-6 116 37.50 3000000003000$15,300,000 $1,168,372,525 $684,643,954 59% $15,300,000 $421,977,237 36% $61,751,334 5% 93 Surveillance Upgrades Various Schools, Phase 2 72 35.71 3000000020000 $993,000 $1,169,365,525 $684,643,954 59% $421,977,237 36% $993,000 $62,744,334 5% 94 Replacement School Kennedy MS 117 35.29 3000000003000$22,600,000 $1,191,965,525 $684,643,954 57% $22,600,000 $444,577,237 37% $62,744,334 5% 95 New Elementary Schools New ES #7 (Potential Billingsville/Merry Oaks/Winterfield Relief) 16 33.33 00002000000$15,300,000 $1,207,265,525 $15,300,000 $699,943,954 58% $444,577,237 37% $62,744,334 5% 96 Electrical South Mecklenburg HS 63 33.33 3000000003000 $97,143 $1,207,362,668 $699,943,954 58% $97,143 $444,674,380 37% $62,744,334 5% 97 HVAC Bruns Avenue Pre-K - 8 63 33.33 3000000003000$1,749,000 $1,209,111,668 $699,943,954 58% $1,749,000 $446,423,380 37% $62,744,334 5% 98 Plumbing West Mecklenburg HS 63 33.33 3000000003000 $551,000 $1,209,662,668 $699,943,954 58% $551,000 $446,974,380 37% $62,744,334 5% 99 Replacement School McAlpine ES 119 31.58 3000000003000$15,300,000 $1,224,962,668 $699,943,954 57% $15,300,000 $462,274,380 38% $62,744,334 5% 100 Structural Evaluation/Repair Undesignated 82 31.25 3000000020000$2,100,000 $1,227,062,668 $699,943,954 57% $462,274,380 38% $2,100,000 $64,844,334 5% 101 Roofing Tuckaseegee ES 54 30.00 3000000003000 $285,695 $1,227,348,363 $699,943,954 57% $285,695 $462,560,075 38% $64,844,334 5% 102 High School Athletics East Mecklenburg HS 93 29.63 300000002003000$6,525,000 $1,233,873,363 $699,943,954 57% $6,525,000 $469,085,075 38% $64,844,334 5% 103 New Elementary Schools New ES #8 (Potential Tuckaseegee/Whitewater Academy Relief) 17 28.57 00002000000$15,300,000 $1,249,173,363 $15,300,000 $715,243,954 57% $469,085,075 38% $64,844,334 5% 104 Paving/Sitework Elizabeth Lane ES 73 28.57 3000000003000$2,184,000 $1,251,357,363 $2,184,000 $717,427,954 57% $469,085,075 37% $64,844,334 5% 105 Sound Field Sound Field Phase 2 92 27.78 3000000020000$1,500,000 $1,252,857,363 $717,427,954 57% $469,085,075 37% $1,500,000 $66,344,334 5% 106 Electrical Graphic Production Center 64 25.00 3000000003000 $50,000 $1,252,907,363 $717,427,954 57% $50,000 $469,135,075 37% $66,344,334 5% 107 HVAC Huntersville ES 64 25.00 3000000003000 $683,000 $1,253,590,363 $717,427,954 57% $683,000 $469,818,075 37% $66,344,334 5% 108 Plumbing West Charlotte HS 64 25.00 3000000003000 $686,000 $1,254,276,363 $717,427,954 57% $686,000 $470,504,075 38% $66,344,334 5% 109 Roofing Mallard Creek ES 55 24.00 3000000003000 $250,000 $1,254,526,363 $717,427,954 57% $250,000 $470,754,075 38% $66,344,334 5% 110 New PK-8 Schools NewP K-8 #9 (Potential Winget Park/Southwest Relief) 19 22.22 00002000000$22,600,000 $1,277,126,363 $22,600,000 $740,027,954 58% $470,754,075 37% $66,344,334 5% 111 High School Athletics West Charlotte HS 94 22.22 300000002003000$6,525,000 $1,283,651,363 $740,027,954 58% $6,525,000 $477,279,075 37% $66,344,334 5% 112 Paving/Sitework Albemarle Road MS 74 21.43 3000000003000 $325,000 $1,283,976,363 $740,027,954 58% $325,000 $477,604,075 37% $66,344,334 5% 113 New High Schools New HS #5 (Potential Hopewell/West Charlotte Relief) 15 20.00 00000100000$53,900,000 $1,337,876,363 $53,900,000 $793,927,954 59% $477,604,075 36% $66,344,334 5% 114 New PK-8 Schools New PK -8 #10 (Pot. David Cox/Wndg Sprgs/Ridge Rd Relief) 110 20.00 00002000000$22,600,000 $1,360,476,363 $22,600,000 $816,527,954 60% $477,604,075 35% $66,344,334 5% 115 Roofing West Mecklenburg HS 56 20.00 3000000003000 $786,500 $1,361,262,863 $816,527,954 60% $786,500 $478,390,575 35% $66,344,334 5% 116 HVAC West Mecklenburg HS 65 20.00 3000000003000 $852,403 $1,362,115,266 $816,527,954 60% $852,403 $479,242,978 35% $66,344,334 5% 117 Plumbing Bruns Avenue ES 65 20.00 3000000003000 $626,000 $1,362,741,266 $816,527,954 60% $626,000 $479,868,978 35% $66,344,334 5% 118 HVAC University Meadows ES 67 19.05 300000002003000$1,499,160 $1,364,240,426 $816,527,954 60% $1,499,160 $481,368,138 35% $66,344,334 5% 119 High School Athletics Independence HS 95 17.78 300000002003000$6,525,000 $1,370,765,426 $816,527,954 60% $6,525,000 $487,893,138 36% $66,344,334 5% 120 Roofing West Charlotte HS 57 17.14 3000000003000 $203,500 $1,370,968,926 $816,527,954 60% $203,500 $488,096,638 36% $66,344,334 5% 121 Paving/Sitework Winding Springs ES 75 17.14 3000000003000 $135,700 $1,371,104,626 $816,527,954 60% $135,700 $488,232,338 36% $66,344,334 5% 122 New High Schools New HS #6 (Potential Olympic/West Meck Relief) 16 16.67 00000100000$53,900,000 $1,425,004,626 $53,900,000 $870,427,954 61% $488,232,338 34% $66,344,334 5% 123 HVAC Hidden Valley ES 66 16.67 3000000003000$2,011,000 $1,427,015,626 $870,427,954 61% $2,011,000 $490,243,338 34% $66,344,334 5% 124 HVAC Smithfield ES 68 16.67 300000002003000$2,211,000 $1,429,226,626 $870,427,954 61% $2,211,000 $492,454,338 34% $66,344,334 5% 125 Roofing Harding University HS 58 15.00 3000000003000 $121,000 $1,429,347,626 $870,427,954 61% $121,000 $492,575,338 34% $66,344,334 5% 126 HVAC Northwest School of the Arts 69 14.81 300000002003000$3,631,348 $1,432,978,974 $870,427,954 61% $3,631,348 $496,206,686 35% $66,344,334 5% 127 High School Athletics Harding University HS 96 14.81 300000002003000$6,525,000 $1,439,503,974 $870,427,954 60% $6,525,000 $502,731,686 35% $66,344,334 5% 128 Paving/Sitework Graphic Production Center 76 14.29 3000000003000 $65,000 $1,439,568,974 $870,427,954 60% $65,000 $502,796,686 35% $66,344,334 5% 129 Roofing North Mecklenburg HS 59 13.33 3000000003000 $151,250 $1,439,720,224 $870,427,954 60% $151,250 $502,947,936 35% $66,344,334 5% 130 HVAC Chantilly Montessori K-6 610 13.33 300000002003000 $836,550 $1,440,556,774 $870,427,954 60% $836,550 $503,784,486 35% $66,344,334 5% 131 High School Athletics Vance HS 97 12.70 300000002003000$6,525,000 $1,447,081,774 $870,427,954 60% $6,525,000 $510,309,486 35% $66,344,334 5% 132 New Elementary Schools New ES #5 (Potential Eliz Ln/Matthews/Prov Spr Relief) 18 12.50 00000100000$15,300,000 $1,462,381,774 $15,300,000 $885,727,954 61% $510,309,486 35% $66,344,334 5% 133 Paving/Sitework Cochrane MS 77 12.24 3000000003000 $325,000 $1,462,706,774 $885,727,954 61% $325,000 $510,634,486 35% $66,344,334 5% 134 HVAC Irwin Academic Center 611 12.12 300000002003000$2,039,641 $1,464,746,415 $885,727,954 60% $2,039,641 $512,674,127 35% $66,344,334 5% 135 Roofing Huntingtowne Farms ES 510 12.00 3000000003000 $75,350 $1,464,821,765 $885,727,954 60% $75,350 $512,749,477 35% $66,344,334 5% 136 New Elementary Schools New ES #9 (Potential Mallard Creek/Stoney Creek Relief) 19 11.11 00000100000$15,300,000 $1,480,121,765 $15,300,000 $901,027,954 61% $512,749,477 35% $66,344,334 4% 137 HVAC Randolph MS 612 11.11 300000002003000$2,492,899 $1,482,614,664 $901,027,954 61% $2,492,899 $515,242,376 35% $66,344,334 4% 138 High School Athletics Butler HS 98 11.11 300000002003000$6,525,000 $1,489,139,664 $901,027,954 61% $6,525,000 $521,767,376 35% $66,344,334 4% 139 Roofing Huntersville ES 511DRAFT10.91 3000000003000 $32,350 $1,489,172,014 $901,027,954 61% $32,350 $521,799,726 35% $66,344,334 4% 140 Paving/Sitework Hopewell HS 78 10.71 3000000003000 $110,000 $1,489,282,014 $901,027,954 61% $110,000 $521,909,726 35% $66,344,334 4% 141 HVAC West Charlotte HS 613 10.26 300000002003000$4,689,165 $1,493,971,179 $901,027,954 60% $4,689,165 $526,598,891 35% $66,344,334 4% 142 New Elementary Schools New ES #10 (Potential Steele Creek/Sterling Relief) 110 10.00 00000100000$15,300,000 $1,509,271,179 $15,300,000 $916,327,954 61% $526,598,891 35% $66,344,334 4% 143 Paving/Sitework Butler HS 79 9.52 3000000003000 $299,000 $1,509,570,179 $916,327,954 61% $299,000 $526,897,891 35% $66,344,334 4% 144 New Elementary Schools New ES #11 (Potential Idlewild/Rama Relief) 111 9.09 00000100000$15,300,000 $1,524,870,179 $15,300,000 $931,627,954 61% $526,897,891 35% $66,344,334 4% 145 New PK-8 Schools New PK-8 #11 (Pot. Washam/Bailey/Bradley Relief) 111 9.09 00000100000$22,600,000 $1,547,470,179 $22,600,000 $954,227,954 62% $526,897,891 34% $66,344,334 4% 146 Paving/Sitework South Charlotte MS 710 8.57 3000000003000 $135,000 $1,547,605,179 $954,227,954 62% $135,000 $527,032,891 34% $66,344,334 4% 147 New PK-8 Schools New PK -8 #12 (Pot. Hawk Rdge/Polo Rdge/Robinson Relief) 112 8.33 00000100000$22,600,000 $1,570,205,179 $22,600,000 $976,827,954 62% $527,032,891 34% $66,344,334 4% 148 Paving/Sitework Randolph MS 711 7.79 3000000003000 $135,000 $1,570,340,179 $976,827,954 62% $135,000 $527,167,891 34% $66,344,334 4% 149 New PK-8 Schools New PK-8 #13 (Pot. Ballantyne/Endhaven/Elon/Comm House Relief) 113 7.69 00000100000$22,600,000 $1,592,940,179 $22,600,000 $999,427,954 63% $527,167,891 33% $66,344,334 4% 150 HVAC Turning Point Academy 614 7.14 3000000003000$4,893,000 $1,597,833,179 $999,427,954 63% $4,893,000 $532,060,891 33% $66,344,334 4% 151 Paving/Sitework Torrence Creek ES 712 7.14 3000000003000 $315,000 $1,598,148,179 $999,427,954 63% $315,000 $532,375,891 33% $66,344,334 4% 152 HVAC Winding Springs ES 615 6.67 3000000003000$2,211,000 $1,600,359,179 $999,427,954 62% $2,211,000 $534,586,891 33% $66,344,334 4% 153 Paving/Sitework Hawthorne HS 713 6.59 3000000003000 $225,000 $1,600,584,179 $999,427,954 62% $225,000 $534,811,891 33% $66,344,334 4% 154 HVAC Transportation/Warehouse 616 6.25 3000000003000 $844,000 $1,601,428,179 $999,427,954 62% $844,000 $535,655,891 33% $66,344,334 4% 155 HVAC Supply Warehouse 617 5.88 3000000003000 $180,000 $1,601,608,179 $999,427,954 62% $180,000 $535,835,891 33% $66,344,334 4% 156 Renovations Selwyn ES "Hot Dog Building" 12 0.00 300 0 0 400 0 0 0 300 -1000 $5,900,000 $1,607,508,179 $999,427,954 62% $5,900,000 $541,735,891 34% $66,344,334 4% 157 Renovations Harding University HS Phase 2 19 0.00 300 0 0 400 0 0 0 300 -1000 $9,785,223 $1,617,293,402 $999,427,954 62% $9,785,223 $551,521,114 34% $66,344,334 4% 158 Renovations Harding University HS Phase 3 (incl. gymnasium) 114 0.00 300 0 0 400 0 0 0 300 -1000 $13,019,723 $1,630,313,125 $999,427,954 61% $13,019,723 $564,540,837 35% $66,344,334 4% 159 Renovations Harding University HS Phase 4 117 0.00 300 0 0 400 0 0 0 300 -1000 $9,785,223 $1,640,098,348 $999,427,954 61% $9,785,223 $574,326,060 35% $66,344,334 4% 160 IAQ/Asbestos Removal IAQ/Asbestos Removal Phase 4 33 0.00 3002000000200300-1000 $4,000,000 $1,644,098,348 $999,427,954 61% $574,326,060 35% $4,000,000 $70,344,334 4% 161 Playgrounds Various Schools Phase 3 93 0.00 3002000000200300-1000 $1,100,000 $1,645,198,348 $999,427,954 61% $1,100,000 $575,426,060 35% $70,344,334 4% 162 Demolition Old Sedgefield ES 21 -150.00 300 0 200 0 0 0 200 0 -1000 $1,200,000 $1,646,398,348 $999,427,954 61% $575,426,060 35% $1,200,000 $71,544,334 4% DRAFT, 15 NOV 11 Charlotte-Mecklenburg Schools Proposed Ten Year Capital Needs in Priority Order 300 200 200 400 200 100 200 300 -1000 Growth Reno Other Cost 2015 2021 Locations Running Running Running Running Running Running Lifecycle Mandates Currently Initiatives Project Type Total Cost Total Total Cost Total Total Cost Total Continuity Running Total Running Project Cost Project Cost Project Cost Overcapacity Percentage of Percentage of Percentage of Replacements Priority Quotient Priority Category Priority Category Category Number Category Overcapacity by Overcapacity by Logistical Impact Logistical Running Subtotal Running Running Subtotal Running Running Subtotal Running Health and Safety 163 CTE Career &Technical Education Phase 3 23 -133.33 0000002000-1000 $4,000,000 $1,650,398,348 $999,427,954 61% $575,426,060 35% $4,000,000 $75,544,334 5% 164 Instructional Technology Instructional Technology Phase 3 23 -133.33 0000002000-1000 $5,391,667 $1,655,790,015 $999,427,954 60% $575,426,060 35% $5,391,667 $80,936,001 5% 165 Renovations Garinger HS Phase 4 (incl. gymnasium) 13 -66.67 300 0 0 0 200 0 0 300 -1000 $14,341,333 $1,670,131,348 $999,427,954 60% $14,341,333 $589,767,393 35% $80,936,001 5% 166 Renovations North Mecklenburg HS Phase 2 16 -66.67 300000000300-1000 $8,522,833 $1,678,654,181 $999,427,954 60% $8,522,833 $598,290,226 36% $80,936,001 5% 167 Site Acquisition Site Acquisition Phase 4 43 -58.33 000001002000-1000 $42,000,000 $1,720,654,181 $42,000,000 $1,041,427,954 61% $598,290,226 35% $80,936,001 5% 168 ADA Compliance ADA Compliance Phase 3 33 -55.56 300200000000-1000 $4,000,000 $1,724,654,181 $1,041,427,954 60% $598,290,226 35% $4,000,000 $84,936,001 5% 169 Renovations Garinger HS Phase 5 14 -50.00 300 0 0 0 200 0 0 300 -1000 $11,106,833 $1,735,761,014 $1,041,427,954 60% $11,106,833 $609,397,059 35% $84,936,001 5% 170 Renovations South Mecklenburg HS Phase 2 110 -40.00 300000000300-1000 $9,224,430 $1,744,985,444 $1,041,427,954 60% $9,224,430 $618,621,489 35% $84,936,001 5% 171 Demolition Wilson MS 24 -37.50 300 0 200 0 0 0 200 0 -1000 $1,200,000 $1,746,185,444 $1,041,427,954 60% $618,621,489 35% $1,200,000 $86,136,001 5% 172 Support Facilities New Bus Facility, East LC 27 -35.71 300000002000-1000 $4,675,000 $1,750,860,444 $4,675,000 $1,046,102,954 60% $618,621,489 35% $86,136,001 5% 173 Renovations Independence HS Phase 4 112 -33.33 300000000300-1000 $7,926,500 $1,758,786,944 $1,046,102,954 59% $7,926,500 $626,547,989 36% $86,136,001 5% 174 Sitework Sitework Phase 3 53 -33.33 020000000300-1000 $2,000,000 $1,760,786,944 $1,046,102,954 59% $626,547,989 36% $2,000,000 $88,136,001 5% 175 Renovations North Mecklenburg HS Phase 3 (incl. gymnasium) 113 -30.77 300000000300-1000 $11,757,333 $1,772,544,277 $1,046,102,954 59% $11,757,333 $638,305,322 36% $88,136,001 5% 176 Demolition Nations Ford ES 25 -30.00 300 0 200 0 0 0 200 0 -1000 $1,200,000 $1,773,744,277 $1,046,102,954 59% $638,305,322 36% $1,200,000 $89,336,001 5% 177 Renovations South Mecklenburg HS Phase 3 (incl. gymnasium) 115 -26.67 300000000300-1000 $12,458,930 $1,786,203,207 $1,046,102,954 59% $12,458,930 $650,764,252 36% $89,336,001 5% 178 Replacement School Collinswood K-8 (at Nations Ford site) 112 -25.00 30000001000300-1000 $22,600,000 $1,808,803,207 $1,046,102,954 58% $22,600,000 $673,364,252 37% $89,336,001 5% 179 Renovations North Mecklenburg HS Phase 4 116 -25.00 300000000300-1000 $8,522,833 $1,817,326,040 $1,046,102,954 58% $8,522,833 $681,887,085 38% $89,336,001 5% 180 Support Facilities Wilkinson Blvd. replacement 24 -25.00 30000000200300-1000 $4,675,000 $1,822,001,040 $1,046,102,954 57% $4,675,000 $686,562,085 38% $89,336,001 5% 181 Surveillance Upgrades Various Schools, Phase 3 73 -23.81 300000002000-1000 $993,000 $1,822,994,040 $1,046,102,954 57% $686,562,085 38% $993,000 $90,329,001 5% 182 Renovations South Mecklenburg HS Phase 4 118 -22.22 300000000300-1000 $9,224,430 $1,832,218,470 $1,046,102,954 57% $9,224,430 $695,786,515 38% $90,329,001 5% 183 Renovations Myers Park HS Phase 3 119 -21.05 300000000300-1000 $11,130,700 $1,843,349,170 $1,046,102,954 57% $11,130,700 $706,917,215 38% $90,329,001 5% 184 Structural Evaluation/Repair Undesignated 83 -20.83 300000002000-1000 $2,100,000 $1,845,449,170 $1,046,102,954 57% $706,917,215 38% $2,100,000 $92,429,001 5% 185 Sound Field Sound Field Phase 3 93 -18.52 300000002000-1000 $1,500,000 $1,846,949,170 $1,046,102,954 57% $706,917,215 38% $1,500,000 $93,929,001 5% 186 Food Service Food Service Upgrades Phase 3 43 -16.67 30000000200300-1000 $2,250,000 $1,849,199,170 $1,046,102,954 57% $706,917,215 38% $2,250,000 $96,179,001 5% 187 Renovations Hawthorne HS 120 -10.00 30000000200300-1000 $9,968,910 $1,859,168,080 $1,046,102,954 56% $9,968,910 $716,886,125 39% $96,179,001 5%

NET $1,859,168,080 52 $1,046,102,954 56% 113 $716,886,125 39% 32 $96,179,001 5%

218 Total Projects $2,106,740,141

187 Net of 2007 Bond $1,859,168,080 Escalation $888,496,425 Grand Total $2,747,664,505

DRAFT

IMPROVING LEARNING ENVIRONMENTS

Mandates and Initiatives Another means of improving facilities, while directly impacting the educational environment, is the group of mandates and initiatives.

Mandates include those requirements externally imposed upon CMS by regulatory or legislative bodies. Examples include the capital response to the Americans with Disabilities Act of 1990 (ADA), or the directives to manage and abate lead and asbestos containing materials. These projects must be accomplished, but their scope and cost often exceed the limited operating budget.

Initiatives are those projects generated within CMS. These projects may include Career and Technology Education upgrades or the installation of surveillance equipment at middle schools. Another important initiative is the refresh of instructional technology. In some instances, there is not any technology to refresh. Currently, there is a technology to student ratio of 3:1 across the district; it is estimated that it would take nearly $2 million to decrease the ratio to 2:1.

Other vital initiatives include projects to address indoor air quality and classroom noise, both of which can improve student performance.

Methodology Each school facility has an AHERA (Asbestos Hazard Emergency Response Act) report, documenting the location and condition of all asbestos-containing material in the school (if any). Similar reports are maintained for support facilities, including administrative spaces. Facilities with the greatest amount of asbestos-containing material, or with concerns regarding condition, are scheduled for abatement separate and apart from renovation or other projects. Likewise, the CMS ADA coordinator maintains an inventory of facilities which require work to be made more accessible. A similar inventory is kept of facilities that need outside air, surveillance systems, or upgraded fire alarms.

The projects covered by the mandates and initiatives section are crucial. Unfortunately, these projects are among the first to be sacrificed when there is pressure to reduce the capital request. This work must not be neglected.

The following list details the categories of work that are considered Mandates and Initiatives:

ADA (Americans with Disabilities Act) Compliance CTE (Career and Technical Education) upgrades Fire Alarm Upgrades Food Service Upgrades IAQ (Indoor Air Quality) and Asbestos Removal Instructional Technology Sound Field Structural Evaluation and Repair Surveillance Upgrades

PROJECT RANKING METHODOLOGY

As in the last major update all of the capital projects have again been compiled in a single, prioritized list. This list is the Projected Ten Year Capital Needs Assessment in Priority Order, or CNA. The CNA immediately follows this section. The CNA ties together the projects dedicated to managing growth and improving schools, using a formula to rank these disparate and competing needs. In this way, CMS stakeholders are presented with a comprehensive list of the work that must be accomplished. It is understood that the projects higher on the list must precede the work that is ranked lower.

The basis for the ranking system is the Category Number. The Category Number reflects the relative importance of the type of work to be done. The categories, and their associated Category Number, are:

Category Number 1: Growth projects, comprehensive renovations, replacement schools Category Number 2: Instructional programming and technology, support facilities, demolition Category Number 3: ADA, indoor air quality Category Number 4: Site acquisition, food service upgrades Category Number 5: Fire alarm upgrades, roofing, sitework Category Number 6: HVAC, electrical, plumbing Category Number 7: Paving/site work, surveillance systems Category Number 8: Structural evaluation/repair Category Number 9: High school athletics, playgrounds, sound field

Within each category of work, a Category Priority has been established. Some categories of work, such as Site Acquisition, were simply divided into three phases. Each phase was then assigned a number, one through three. In the case of other categories of work, the projects were assigned a sequence based on the methodologies outlined elsewhere in this report.

Each individual project is then assigned Weighted Criteria. Some of these weighted criteria, such as the year at which a school becomes overcapacity, do not apply to all categories of work. The full list of Weighted Criteria, and their respective weights, is:

Health and Safety: 300 . Mandates: 200 Continuity: 200 Currently overcapacity: 400 Overcapacity by 2013: 200 Overcapacity by 2019: 100 Initiatives: 200 Lifecycle replacements: 300 Logistical Impacts: -1000

For a complete definition of these terms, please refer to the Glossary.

All of the Weighted Criteria points awarded to a specific project are added together. That sum becomes the numerator in the formula that is used to rank the complete list of projects in priority order. The denominator in the equation is the product of the Category Number multiplied by the Category Priority. In the last update to the CNA (January 2008), the top priority was a replacement school for J.M. Alexander Middle School. That project was so ranked because of its Category Number, Category Priority, and Weighted Criteria scores. Effectively, this looks like:

Numerator (sum of all Weighted Criteria) ______=Priority Quotient Denominator (Category Number X Category Priority)

The entire list of projects is then ranked by Priority Quotient. A sample project is indicated on the next page.

2013 2019

Lifecycle

Currently Currently

Mandates

Locations

Initiatives

Continuity

Overcapacity

Replacements

Overcapacity by by Overcapacity by Overcapacity

Priority Quotient Priority

Category Priority Category

LogisticalImpact

Health and Safety Healthand Category Number Category J. M. Alexander MS 1 1 600.00 300 0 0 0 0 0 0 300 0

In this example, the Project Type is “Replacement Schools.” This type of project is given a Category Number of 1, because of its vital importance. Within this category, this project is the most critical; this means its Category Priority is also a 1. The project is then awarded scores of 300 for Health and Safety, and 300 additional points for Lifecycle Replacements. These scores recognize that the existing facility is at or beyond the end of its useful life.

Following the formula, the weighted criteria scores are added together (“300” + “300” = “600”). The Category Number and Category Priority are multiplied (“1” x “1” = 1). The sum of the weighted criteria (“600”) is then divided by the product (“1”); this provides a Priority Quotient of 600. This project is then prioritized against all the others in the CNA. Projects receiving a Priority Quotient higher than 600 will be prioritized ahead of this project; Priority Quotient scores below 600 will rank below this one.

This methodology received the FMXcellence Award in 2010 from Building Operating Management.

PROJECTED CLASSROOMS NEEDED

EXISTING K-6/ES PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Albemarle Road without relief 23 24 24 25 26 26 26 27 27 27 29 as planned -9 -9 -9 -8 -8 -8 -6 New PK -8 (Albemarle Road ES/MS relief) 35 35 35 35 35 35 35

Allenbrook without relief 2 2 2 2 3 3 3 3 3 3 3 as planned -11 -11 New Allenbrook PK - 8 (Allenbrook/Whitewater MS relief) 14 14

Bain without relief 14 14 15 15 16 16 17 17 18 18 19 as planned 9 9 10 -12 -11 -11 -10 -10 -9 replacement school (2007 Bond Project) 6 6 6 6 6 6 6 6 6 New PK - 8 (Bain/Clear Creek/Mint Hill relief) 22 22 22 22 22 22

Ballantyne without relief 0 0 0 1 1 2 2 2 3 3 4 as planned -3 -2 -2 -1 New PK - 8 (Ballantyne/Endhaven/Elon Park/Community House relief) 5 5 5 5

Barnette no relief planned -4 -4 -4 -3 -3 -3 -2 -2 -2 -1 -1

Barringer no relief planned 0 0 1 1 1 2 2 3 3 4 4

Berewick no relief planned -3 -2 -2 -2 -1 -1 -1 0 0 1 2

Beverly Woods without relief 0 0 1 1 1 2 2 3 3 4 4 as planned -3 -2 -2 replacement school 1 1 1 New PK - 8 (Beverly Woods/Huntingtowne Farms/Selwyn/Carmel relief) 5 5 5

Billingsville without relief 3 3 4 4 4 5 5 5 6 6 7 as planned -4 New ES (Billingsville/Merry Oaks/Winterfield relief) 11

Blythe without relief 11 11 12 13 13 14 14 15 16 16 18 as planned 1 1 3 New ES (Blythe/Davidson/Huntersville relief) 15 15 15

Briarwood without relief 15 15 16 16 17 17 18 18 18 19 20 as planned 1 1 1 2 3 New Briarwood PK - 8 (Briarwood/Martin Luther King relief) 17 17 17 17 17

Clear Creek without relief 8 8 8 9 9 10 10 10 11 11 12 as planned -3 -3 -3 -2 -2 -1 New PK - 8 (Bain/Clear Creek/Mint Hill relief) 13 13 13 13 13 13

Cornelius no relief planned -7 -7 -7 -6 -6 -6 -6 -5 -5 -4 -4

Cotswold no relief planned 6 6 6 7 7 8 8 8 8 8 9

Croft no relief planned 0 0 0 1 1 2 2 2 3 3 4

Crown Point without relief 8 8 9 9 9 10 10 11 11 12 12 as planned -4 -4 -3 -3 New PK - 8 (Crown Point/Piney Grove/Albemarle MS/Mint Hill relief) 15 15 15 15

David Cox without relief 12 12 13 13 14 14 15 15 16 16 17 as planned -7 -7 -6 New PK - 8 (David Cox/Winding Springs/Ridge Road relief) 23 23 23 PROJECTED CLASSROOMS NEEDED

EXISTING K-6/ES PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Davidson without relief 11 11 12 12 12 13 13 14 14 15 15 as planned -1 0 0 New ES (Blythe/Davidson/Huntersville relief) 15 15 15

Devonshire without relief 4 4 5 5 5 6 6 6 6 6 7 as planned -9 New ES (Devonshire/Windsor Park relief) 16

Dilworth no relief planned -2 0 0 0 1 1 1 1 1 1 2

Eastover no relief planned -2 -2 -2 -2 -2 -1 -1 -1 0 0 0

Elizabeth Lane without relief 13 13 14 14 15 15 16 16 17 17 18 as planned 2 3 New ES (Elizabeth Lane/Matthews/Providence Spring relief) 15 15

Elon Park without relief 9 9 10 10 11 11 12 12 13 13 14 as planned -3 -2 -2 -1 New PK - 8 (Ballantyne/Endhaven/Elon Park/Community House relief) 15 15 15 15

Endhaven without relief 5 5 6 6 6 7 7 7 8 8 9 as planned -8 -7 -7 -6 New PK - 8 (Ballantyne/Endhaven/Elon Park/Community House relief) 15 15 15 15

Greenway Park no relief planned 2 2 3 3 3 4 4 4 5 5 6

Hawk Ridge without relief 7 7 8 8 8 9 9 10 10 11 11 as planned -4 New PK - 8 (Hawk Ridge/Polo Ridge/Robinson relief) 15

Hickory Grove without relief 37 38 38 39 40 40 40 40 41 42 42 as planned 1 1 1 1 2 3 3 New Sharon Amity/Shamrock ES (2007 Bond Project) 39 39 39 39 39 39 39

Hidden Valley without relief 6 6 7 7 8 8 9 9 10 10 11 as planned New ES (Hidden Valley/Newell relief) 17 17 17

Highland Creek without relief 25 26 26 27 27 28 28 29 30 30 31 as planned -3 -3 -2 -2 -1 0 0 1 New Johnston Oehler ES (2007 Bond Project) 30 30 30 30 30 30 30 30

Highland Renaissance no relief planned -1 -1 -1 0 0 0 1 1 2 2 2

Hornets Nest without relief -3 -3 -3 -2 -2 -2 -1 -1 -1 0 0 as planned -4 -4 -3 -3 replacement school 3 3 3 3

Huntersville without relief 5 5 6 6 6 7 7 8 8 9 9 as planned -1 0 0 New ES (Blythe/Davidson/Huntersville relief) 9 9 9

Huntingtowne Farms without relief 16 16 17 17 18 18 19 19 20 21 21 as planned -5 -4 -4 New PK - 8 (Beverly Woods/Huntingtowne Farms/Selwyn/Carmel relief) 25 25 25

Idlewild without relief 9 9 10 10 11 11 12 12 13 13 14 as planned -3 PROJECTED CLASSROOMS NEEDED

EXISTING K-6/ES PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned New ES (Idlewild/Rama relief) 17

J.H. Gunn without relief 9 9 10 10 11 11 11 12 12 13 13 as planned -3 -2 -2 New ES (Gunn/Lebanon relief) 15 15 15

Joseph W. Grier without relief 18 18 19 19 20 20 20 21 21 22 23 as planned -6 -5 -4 New ES (Grier/Reedy Creek relief) 27 27 27

Lake Wylie without relief 6 6 7 7 8 8 9 9 10 10 10 as planned -17 -16 -16 -15 -15 -14 -14 -14 New Palisades ES (2007 Bond Project) 24 24 24 24 24 24 24 24

Lansdowne without relief 4 4 4 5 5 5 6 6 7 7 8 as planned 0 1 replacement school 7 7

Lebanon Road without relief 15 15 16 16 17 17 18 18 19 19 20 as planned -5 -5 -4 New ES (Gunn/Lebanon relief) 24 24 24

Long Creek no relief planned -1 -1 0 0 0 1 1 1 2 2 3

Mallard Creek without relief 7 7 8 8 9 9 9 10 10 11 11 as planned -1 0 0 0 1 1 2 -10 New Johnston Oehler ES (2007 Bond Project) 9 9 9 9 9 9 9 9 New ES (Mallard Creek/Stoney Creek relief) 12

Matthews without relief 10 10 11 11 12 12 13 13 14 14 15 as planned -1 0 New ES (Elizabeth Lane/Matthews/Providence Spring relief) 15 15

McAlpine no relief planned -4 -4 -4 -3 -3 -3 -2 -2 -2 -2 -1

McKee Road no relief planned -4 -4 -4 -4 -3 -3 -3 -2 -2 -2 -2

Merry Oaks without relief 8 8 9 9 10 10 11 11 12 12 13 as planned -4 New ES (Billingsville/Merry Oaks/Winterfield relief) 17

Montclaire without relief 14 14 15 15 15 16 16 16 17 17 18 as planned 1 1 1 2 2 3 replacement school 15 15 15 15 15 15

Mountain Island no relief planned 1 1 1 2 2 2 3 3 4 4 4

Nathaniel Alexander without relief -3 -3 -2 -2 -1 -1 0 0 1 2 2 as planned -6 -5 -5 -4 -3 -3 New PK - 8 (Nat. Alexander/Univ Meadows/Druid/Martin relief) 5 5 5 5 5 5

Nations Ford without relief 8 8 8 9 9 10 10 10 11 11 11 as planned -3 -2 -2 -2 -1 -1 -1 replacement school 12 12 12 12 12 12 12

Newell without relief 11 11 12 12 12 13 13 14 14 15 15 as planned 5 5 6 6 7 -15 -14 -14 replacement school (2007 Bond Project) 7 7 7 7 7 7 7 7 PROJECTED CLASSROOMS NEEDED

EXISTING K-6/ES PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned New ES (Hidden Valley/Newell relief) 22 22 22

Oakdale no relief planned 2 2 2 3 3 4 4 4 5 5 6

Olde Providence without relief 5 5 5 6 6 6 7 7 8 8 8 as planned 4 5 5 5 New Olde Providence PK - 8 (Olde Prov/S Clt relief) 3 3 3 3

Paw Creek no relief planned -2 -2 -2 -1 -1 -1 0 0 1 1 1

Pineville without relief 10 10 10 11 11 12 12 12 13 13 14 as planned 1 2 2 3 3 3 4 4 5 replacement school (2007 Bond Project) 9 9 9 9 9 9 9 9 9

Pinewood no relief planned 2 2 2 3 3 4 4 4 5 5 5

Piney Grove without relief 12 12 13 13 14 14 15 15 16 16 17 as planned -5 -4 -4 -3 New PK - 8 (Crown Point/Piney Grove/Albemarle MS/Mint Hill relief) 20 20 20 20

Polo Ridge without relief 4 4 5 5 5 6 6 7 7 8 8 as planned -12 New PK - 8 (Hawk Ridge/Polo Ridge/Robinson relief) 20

Providence Spring without relief 5 5 5 6 6 7 7 8 8 9 9 as planned 0 0 New ES (Elizabeth Lane/Matthews/Providence Spring relief) 9 9

Rama Road without relief 3 3 4 4 4 5 5 6 6 7 7 as planned -5 New ES (Idlewild/Rama relief) 12

Reedy Creek without relief 6 6 7 7 8 8 8 9 9 10 10 as planned -3 -2 -2 New ES (Grier/Reedy Creek relief) 12 12 12

River Gate no relief planned -5 -5 -5 -4 -4 -4 -3 -3 -2 -2 -2

River Oaks no relief planned -5 -5 -4 -4 -4 -3 -3 -3 -2 -2 -1

Sedgefield no relief planned -3 -3 -3 -2 -2 -2 -1 -1 -1 0 0

Selwyn without relief 21 21 22 22 23 23 23 24 24 25 25 as planned 11 12 7 8 8 renovation of "hot dog" building 12 12 12 12 12 New PK - 8 (Beverly Woods/Huntingtowne Farms/Selwyn/Carmel relief) 5 5 5

Shamrock Gardens without relief 1 1 1 2 2 2 3 3 3 4 4 as planned -2 -2 -1 -1 New Shamrock Gardens PK - 8 (Shamrock Gardens/Byers/Eastway relief) 5 5 5 5

Sharon without relief 11 11 11 12 12 13 13 13 14 14 15 as planned addition 11 11 11 11

Smithfield no relief planned 4 4 5 5 5 6 6 7 7 7 8

Statesville Road without relief 10 10 10 11 11 12 12 12 13 13 14 PROJECTED CLASSROOMS NEEDED

EXISTING K-6/ES PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned as planned 7 -4 -3 -3 -2 replacement school 11 11 11 11 New PK - 8 (Statesville Road/Bruns/Ranson relief) 5 5 5 5 5

Steele Creek without relief 10 10 11 11 11 12 12 13 13 14 14 as planned -14 New ES (Steele Creek/Sterling relief) 28

Sterling without relief 4 4 5 5 5 6 6 7 7 7 8 as planned -3 New ES (Steele Creek/Sterling relief) 11

Stoney Creek 8 8 9 9 10 10 11 11 12 12 13 -14 27

Torrence Creek 28 28 29 30 30 31 31 32 33 33 34 -10 -9 -9 -8 -8 -7 -6 -6 -5 New ES @ Stumptown Road (2007 Bond Project) 39 39 39 39 39 39 39 39 39

Tuckaseegee 14 14 15 15 16 16 17 17 18 19 19 -7 -6 -6 New ES (Tuckaseegee/Whitewater Academy relief) 25 25 25

University Meadows 16 16 17 17 18 18 20 20 21 22 22 -11 -9 -9 -8 -7 -7 New PK - 8 (Nat. Alexander/Univ Meadows/Druid/Martin relief) 29 29 29 29 29 29

J. V. Washam without relief 14 14 15 15 16 16 17 18 19 20 21 as planned New PK - 8 (Washam/Bailey/Bradley relief) 35 35 35 35 35 35 35 35

Whitewater Academy 3 3 4 4 4 5 5 5 6 6 7 -8 -8 -7 New ES (Tuckaseegee/Whitewater Academy relief) 14 14 14

Winding Springs without relief 4 4 5 5 6 6 6 7 7 8 8 as planned -5 -4 -4 New PK - 8 (David Cox/Winding Springs/Ridge Road relief) 12 12 12

Windsor Park without relief 14 14 15 15 16 16 17 17 18 18 19 as planned -4 New ES (Devonshire/Windsor Park relief) 23

Winget Park without relief 16 16 17 17 18 19 20 21 21 22 22 as planned 2 3 4 5 6 6 7 -23 New Palisades ES (2007 Bond Project) 15 15 15 15 15 15 15 15 New PK - 8 (Winget Park/Southwest relief) 30

Winterfield 5 5 6 6 6 7 7 8 8 9 9 -2 New ES (Billingsville/Merry Oaks/Winterfield relief) 11 PROJECTED CLASSROOMS NEEDED Year EXISTING PK-8/MS PROPOSED SOLUTION relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Albemarle Road without relief -5 -4 -3 -3 -2 -2 -1 -1 0 1 1 as planned -21 -21 -20 -25 -24 -23 -23 New PK -8 (Albemarle Road ES/MS relief) 19 19 19 19 19 19 19 New PK - 8 (Crown Point/Piney Grove/Albemarle MS/Mint Hill relief) 5 5 5 5

Alexander Graham no relief planned -18 -17 -16 -15 -14 -13 -12 -11 -10 -9 -8

Ashley Park without relief 8 8 7 7 7 9 9 10 10 11 11 as planned -10 -8 -8 -7 -7 -6 -6 New PK - 8 (Ashley Park/Thomasboro/Westerly Hills relief) 17 17 17 17 17 17 17

Bailey without relief -10 -9 -9 -7 -6 -6 -5 -4 -4 -2 -1 as planned -15 -15 -14 -13 -13 -11 -10 New PK - 8 (Washam/Bailey/Bradley relief) 9 9 9 9 9 9 9

Berryhill without relief -3 -3 -2 -2 -1 -1 0 0 0 0 1 as planned -20 -20 -19 -19 -19 -19 -18 New PK - 8 (Berryhill/Reid Park relief) 19 19 19 19 19 19 19

Bradley without relief -6 -6 -5 -5 -4 -4 -2 -2 0 0 0 as planned -14 -14 -12 -12 -10 -10 -10 New PK - 8 (Washam/Bailey/Bradley relief) 10 10 10 10 10 10 10

Bruns Avenue without relief 5 5 6 6 7 7 8 8 9 10 10 as planned -26 -26 -25 -24 -24 New PK - 8 (Statesville Road/Bruns/Ranson relief) 34 34 34 34 34

Carmel no relief planned -8 -8 -7 -6 -6 -6 -4 -4 -3 -2 -1 as planned -22 -21 -20 New PK - 8 (Beverly Woods/Huntingtowne Farms/Selwyn/Carmel relief) 19 19 19

Community House without relief -6 -5 -5 -3 -3 -1 -1 1 1 2 3 as planned -18 -18 -17 -16 New PK - 8 (Ballantyne/Endhaven/Elon Park/Community House relief) 19 19 19 19

Coulwood without relief -12 -12 -11 -11 -10 -10 -9 -9 -8 -7 -7 as planned -17 -17 replacement school 10 10

Crestdale no relief planned -19 -19 -18 -18 -18 -15 -15 -14 -14 -13 -13

Druid Hills without relief 0 0 1 1 1 2 2 4 4 4 5 as planned -13 -13 -11 -11 -11 -10 New PK - 8 (Nat. Alexander/Univ Meadows/Druid/Martin relief) 15 15 15 15 15 15

Eastway without relief -17 -17 -16 -16 -15 -14 -14 -13 -13 -12 -12 as planned -16 -16 -15 -15 New Shamrock Gardens PK - 8 (Shamrock Gardens/Byers/Eastway relief) 3 3 3 3 PROJECTED CLASSROOMS NEEDED Year EXISTING PK-8/MS PROPOSED SOLUTION relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned

J.M. Alexander without relief -22 -22 -21 -21 -20 -20 -20 -18 -18 -16 -16 as planned -26 -26 -26 -24 -24 -22 -22 replacement school 6 6 6 6 6 6 6

Kennedy without relief -22 -22 -21 -21 -20 -20 -20 -18 -18 -18 -17 as planned -29 replacement school 12

Martin Luther King no relief planned -21 -21 -20 -19 -19 -18 -18 -16 -16 -14 -14 as planned -27 -25 -25 -23 -23 New PK - 8 (Briarwood/Martin Luther King relief) 9 9 9 9 9

Martin without relief -17 -16 -16 -15 -14 -14 -13 -13 -12 -12 -11 as planned -19 -18 -18 -17 -17 -16 New PK - 8 (Nat. Alexander/Univ Meadows/Druid/Martin relief) 5 5 5 5 5 5

McClintock without relief -18 -18 -17 -17 -16 -16 -16 -15 -15 -13 -13 as planned -30 -29 -29 -29 -28 -28 -26 -26 replacement school 13 13 13 13 13 13 13 13

Mint Hill without relief 0 1 1 2 3 3 5 6 6 6 8 as planned -16 -14 -26 -26 -26 -24 New PK - 8 (Bain/Clear Creek/Mint Hill relief) 19 19 19 19 19 19 New PK - 8 (Crown Point/Piney Grove/Albemarle MS/Mint Hill relief) 13 13 13 13

Northeast no relief planned -20 -20 -19 -19 -17 -17 -17 -17 -15 -14 -14

Northridge without relief -1 -1 0 0 1 2 2 3 3 4 4 as planned -14 addition 18

Quail Hollow no relief planned -24 -24 -23 -23 -22 -22 -21 -21 -20 -19 -19

Ranson without relief -1 0 0 1 2 2 4 5 5 6 8 as planned -3 -3 -16 -15 -15 -14 -12 addition/renovation (2007 Bond Project) 5 5 5 5 5 5 5 New PK - 8 (Statesville Road/Bruns/Ranson relief) 15 15 15 15 15

Reid Park without relief 6 6 7 7 8 8 9 9 10 11 11 as planned -27 -27 -26 -26 -25 -24 -24 New PK - 8 (Berryhill/Reid Park relief) 35 35 35 35 35 35 35

Ridge Road without relief -5 -4 -4 -3 -2 -1 -1 0 1 2 2 as planned -18 -17 -17 New PK - 8 (David Cox/Winding Springs/Ridge Road relief) 19 19 19

Jay M. Robinson without relief -16 -16 -15 -15 -15 -13 -13 -12 -12 -11 -10 PROJECTED CLASSROOMS NEEDED Year EXISTING PK-8/MS PROPOSED SOLUTION relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned as planned -29 New PK - 8 (Hawk Ridge/Polo Ridge/Robinson relief) 19

Sedgefield no relief planned -18 -18 -17 -17 -17 -15 -15 -14 -14 -13 -13

South Charlotte without relief -6 -6 -5 -5 -4 -4 -3 -3 -2 -2 -1 as planned -22 -21 -21 -20 New Olde Providence PK - 8 (Olde Prov/S Clt relief) 19 19 19 19

Southwest without relief -1 0 0 1 2 3 3 5 5 6 7 as planned -12 New PK - 8 (Winget Park/Southwest relief) 19

Thomasboro without relief 11 12 14 14 15 15 16 16 17 17 18 as planned -10 -10 -9 -9 -8 -8 -7 New PK - 8 (Ashley Park/Thomasboro/Westerly Hills relief) 25 25 25 25 25 25 25

Walter G. Byers without relief -2 -2 -1 -1 -1 0 0 1 1 2 2 as planned -15 -15 -14 -14 New Shamrock Gardens PK - 8 (Shamrock Gardens/Byers/Eastway relief) 16 16 16 16

Westerly Hills without relief -2 -2 -2 -1 -1 -1 0 0 0 1 1 as planned -11 -11 -10 -10 -10 -9 -9 New PK - 8 (Ashley Park/Thomasboro/Westerly Hills relief) 10 10 10 10 10 10 10

Whitewater without relief -21 -21 -20 -20 -18 -17 -17 -16 -16 -15 -15 as planned -34 -34 New Allenbrook PK - 8 (Allenbrook/Whitewater MS relief) 19 19 PROJECTED CLASSROOMS NEEDED

EXISTING 6-12/HS PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Ardrey Kell without relief -12 -11 -9 -9 -8 -7 -6 -2 0 0 1 as planned -45 -41 -39 -39 -38 New HS # 2 (Ardrey Kell/Providence/South Meck Relief) 39 39 39 39 39

David W. Butler no relief planned -23 -22 -20 -20 -19 -17 -16 -15 -13 -12 -12

Cochrane Collegiate Academy no relief planned -53 -53 -52 -52 -52 -51 -51 -50 -50 -49 -49

East Mecklenburg no relief planned -20 -19 -18 -16 -16 -14 -13 -12 -11 -10 -8

Garinger without relief -5 -4 -3 -1 0 1 2 4 4 6 7 as planned -58 New HS # 4 (Garinger/Vance relief) 65

Harding University without relief 3 4 5 6 7 9 10 11 12 13 14 as planned -43 -42 -41 -40 -39 -38 New HS # 1 (Harding/Myers Park Relief) 52 52 52 52 52 52

Hopewell without relief -42 -41 -40 -39 -38 -38 -36 -35 -34 -33 -32 as planned -97 New HS # 5 (Stumptown Road Area) 65

W. A. Hough no relief planned -38 -37 -36 -35 -34 -33 -32 -31 -30 -29 -28

Independence no relief planned -20 -19 -18 -16 -15 -14 -13 -12 -10 -8 -7

Mallard Creek no relief planned -22 -21 -19 -17 -16 -15 -14 -14 -12 -11 -10

Myers Park without relief -30 -28 -27 -25 -24 -23 -22 -20 -19 -17 -16 as planned -101 -100 -98 -97 -95 -94 New HS # 1 (Harding/Myers Park Relief) 78 78 78 78 78 78

North Mecklenburg without relief -57 -56 -55 -54 -53 -53 -53 -52 -51 -50 -49

Olympic Community of Schools without relief -34 -33 -30 -29 -27 -26 -25 -24 -22 -22 -21 as planned -87 -87 -86 New HS # 3 (Palisades Area) 65 65 65

Providence without relief -17 -16 -15 -14 -13 -13 -11 -10 -9 -8 -8 as planned -50 -49 -48 -47 -47 New HS # 2 (Ardrey Kell/Providence/South Meck Relief) 39 39 39 39 39

Rocky River no relief planned -36 -35 -34 -33 -32 -31 -29 -27 -26 -24 -24

South Mecklenburg without relief -18 -17 -14 -13 -12 -11 -10 -8 -7 -5 -3 as planned -62 -60 -59 -57 -55 PROJECTED CLASSROOMS NEEDED

EXISTING 6-12/HS PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned New HS # 2 (Ardrey Kell/Providence/South Meck Relief) 52 52 52 52 52

Vance without relief 16 17 19 20 21 23 24 23 27 27 28 as planned -13 -11 -10 -11 -7 -7 -71 Addition (2007 Bond project) 34 34 34 34 34 34 34 New HS # 4 (Garinger/Vance relief) 65

West Charlotte without relief -31 -30 -28 -26 -25 -23 -21 -19 -18 -17 -17 as planned -82 New HS # 5 (Stumptown Road Area) 65

West Mecklenburg without relief -35 -34 -32 -32 -30 -28 -26 -24 -23 -22 -20 as planned -88 -87 -85 New HS # 3 (Palisades Area) 65 65 65 PROJECTED CLASSROOMS NEEDED

EXISTING K-6/ES MAGNET PROPOSED SOLUTION Year relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Chantilly Montessori no relief planned 1 1 1 1 2 2 2 2 2 2 2

Elizabeth Traditional no relief planned 2 2 2 3 3 4 4 4 5 5 6

First Ward Creative Arts without relief -4 -4 21 21 22 22 23 23 24 24 26 as planned -7 -7 -6 -6 -5 -5 -4 -4 -2 Year round multi-track 28 28 28 28 28 28 28 28 28

Highland Mill Montessori no relief planned 2 2 2 2 2 2 2 2 2 3 3

Irwin Academic Center no relief planned -12 -12 -12 -12 -11 -11 -11 -11 -10 -10 -10

Myers Park Traditional no relief planned -1 -1 0 0 1 1 2 2 3 3 4

Park Road Montessori no relief planned 5 5 5 6 6 6 6 6 6 7 7

University Park Creative Arts without relief -2 -2 as planned University Park MS Conversion PROJECTED CLASSROOMS NEEDED Year EXISTING K-8/MS MAGNET PROPOSED SOLUTION relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Collinswood Language Academy without relief -4 -4 -2 -2 -1 -1 -1 0 0 1 1 as planned -40 -40 -40 -39 -39 -38 -38 Collinswood replacement @ Nations Ford 39 39 39 39 39 39 39

E. E. Waddell Academy of International Languages no relief planned -4 -3 -2 -1 1 2 3 4 5 5 7

Morehead STEM no relief planned -9 -9 -8 -8 -7 -7 -6 -6 -4 -3 -3

Oaklawn Language Academy without relief 7 7 7 8 8 9 10 10 10 11 11 as planned -18 -17 -16 -16 -16 -15 -15 Collinswood replacement @ Nations Ford 26 26 26 26 26 26 26

Piedmont IB without relief 6 6 7 7 8 8 10 10 11 11 12 as planned -25 -25 -24 -24 -23 New Magnet MS # (IB) 35 35 35 35 35

Randolph IB without relief 9 9 10 11 11 13 14 14 15 15 16 as planned -21 -21 -20 -20 -19 New Magnet MS # (IB) 35 35 35 35 35 PROJECTED CLASSROOMS NEEDED Year EXISTING K-12/HS MAGNET PROPOSED SOLUTION relief 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019 2019-2020 2020-2021 2021-2022 planned Phillip O. Berry without relief 3 4 5 6 7 8 9 10 11 12 13 as planned -117 New Magnet HS #7 (STEM) 130

Military & Global Leadership Academy no relief planned -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17

Northwest School of the Arts without relief 2 2 3 3 4 5 5 7 7 8 9 as planned -41 -40 -39 -39 -37 -37 -36 -35 University Park MS conversion 2014 44 44 44 44 44 44 44 44 Charlotte-Mecklenburg Schools 10 Year District Projections, 2011-2020

GRADE Projected Enrollment

LEVEL 01-02 02-03 03-04 04-05 05-06 06-07 07-08 08-09 09-10 10-11 11-12 12-13 13-14 14-15 15-16 16-17 17-18 18-19 19-20 20-21 21-22 K 8,365 8,846 9,534 10,023 10,759 11,204 11,257 11,401 10,326 11,652 11,871 12,312 12,462 12,053 11,597 12,118 12,350 12,221 11,801 11,838 12,218 1 8,465 8,683 9,366 9,873 10,341 11,116 11,386 11,271 11,377 10,564 11,736 11,957 12,401 12,552 12,140 11,681 12,205 12,439 12,309 11,886 11,923 2 8,455 8,471 8,726 9,322 10,072 10,611 11,083 11,396 11,243 11,333 10,533 11,702 11,921 12,364 12,515 12,104 11,646 12,170 12,403 12,273 11,851 3 8,552 8,775 8,796 9,007 9,494 10,304 10,869 11,224 11,482 11,395 11,458 10,649 11,831 12,053 12,501 12,653 12,238 11,775 12,304 12,539 12,408 4 8,561 8,472 8,831 8,971 9,263 9,761 10,259 10,670 10,922 11,090 11,172 11,234 10,441 11,599 11,817 12,256 12,405 11,998 11,544 12,063 12,294 5 8,599 8,638 8,560 8,851 9,059 9,375 9,731 9,957 10,470 10,703 10,955 11,036 11,097 10,314 11,458 11,673 12,107 12,254 11,852 11,404 11,916 6 8,275 8,760 8,922 8,891 9,262 9,410 9,459 9,649 9,878 10,074 10,517 10,765 10,844 10,904 10,134 11,259 11,470 11,897 12,041 11,646 11,206 7 8,216 8,382 8,969 9,159 9,208 9,536 9,578 9,529 9,677 9,995 10,049 10,491 10,738 10,817 10,877 10,109 11,231 11,442 11,867 12,012 11,617 8 7,894 8,321 8,362 9,098 9,270 9,420 9,704 9,673 9,508 9,671 9,978 10,032 10,473 10,720 10,799 10,859 10,092 11,212 11,422 11,847 11,991 9 9,533 10,230 10,956 11,041 11,233 12,321 12,578 12,349 12,034 11,844 11,509 11,874 11,938 12,463 12,757 12,851 12,922 12,010 13,343 13,593 14,098 10 7,617 7,718 8,262 8,322 8,948 9,361 9,708 9,634 9,790 9,811 9,926 9,645 9,951 10,005 10,445 10,691 10,770 10,830 10,065 11,182 11,392 11 5,852 6,023 6,373 7,120 7,459 7,416 7,528 7,751 7,583 8,157 8,119 8,214 7,982 8,235 8,280 8,644 8,847 8,913 8,962 8,329 9,253 12 5,077 5,364 5,255 5,900 6,338 6,259 6,304 6,771 7,045 7,187 7,958 7,921 8,014 7,787 8,034 8,078 8,433 8,631 8,695 8,743 8,126 K-12 103,461 106,683 110,912 115,578 120,706 126,094 129,444 131,275 131,335 133,476 135,781 137,831 140,093 141,867 143,354 144,976 146,718 147,791 148,609 149,356 150,295 SCEC 2,731 2,922 2,947 3,021 3,083 2,917 2,837 2,785 2,329 2,162 2,231 2,270 2,304 2,342 2,371 2,396 2,423 2,452 2,470 2,484 2,496

TOTAL: 106,192 109,605 113,859 118,599 123,789 129,011 132,281 134,060 133,664 135,638 138,012 140,101 142,397 144,209 145,725 147,372 149,141 150,244 151,079 151,840 152,792 Notes: SCEC = Self-contained exceptional children

Growth from Prior Year: 3048 3413 4254 4740 5190 5222 3270 1779 -396 1974 2374 2089 2296 1812 1517 1646 1769 1103 836 760 952 % Growth: 2.96% 3.21% 3.88% 4.16% 4.38% 4.22% 2.53% 1.34% -0.30% 1.48% 1.75% 1.51% 1.64% 1.27% 1.05% 1.13% 1.20% 0.74% 0.56% 0.50% 0.63%

Projection: 106238 112755 112845 117561 123370 128231 134242 135854 134446 134951 138181

Difference Proj.vs.Actual: 46 3150 (1014) (1038) (419) (780) 1961 1794 782 (687) 169 % Difference: 0.04% 2.87% -0.89% -0.88% -0.34% -0.60% 1.48% 1.34% 0.59% -0.51% 0.12% DRAFT

CMS Planning Services Department Last printed: 2/16/2012 4546 4527 4424 4422 4365 4489 4329 4318 4519 4485 4416 4335 4577 4517 4512 4503 4474 4414 4412 4319 4574 4501 4471 4410 4311 4589 4587 4586 4565 4562 4553 4550 4494 4468 4459 4453 4432 4478 4393 4308 4300 4374 5351 5341 5301 School Number 3 4 4 5 4 2 4 1 2 5 1 3 4 4 2 2 5 4 3 3 3 2 4 2 5 2 4 2 4 4 3 2 2 2 2 1 3 5 4 3 4 3 2 4 3 CMBE District CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CS CS CS Learning Community Statesville Road Shamrock Gardens Idlewild Huntingtowne Farms Devonshire Bruns Avenue Pre-K-8 Briarwood Coulwood Whitewater Academy Sedgefield Oakdale Hornets Nest Billingsville Cochrane Westerly Pre-K-8 Hills Reid Pre-K-8 Park RoadRama Piney Grove Newell Highland Renaissance Hidden Valley Berryhill Pre-K-8 Albemarle Albemarle Road Walter G. Byers Pre-K-8 Pinewood Nations Ford Hickory Grove Ashley Pre-K-8 Park Winterfield Windsor Park Winding Springs University Park Tuckaseegee Thomasboro Pre-K-8 Sterling Creek Paw Nathaniel Alexander Montclaire Merry Oaks Joseph W. Grier J. H. Gunn First Ward Allenbrook Albemarle Road Druid Pre-K-8 Hills

School Name X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X FOCUS P P P P P P F F Magnet (F/P) 48.5 39.5 59.5 32 50 52 36 46 43 42 33 38 33 38 32 49 42 50 43 35 45 35 37 36 37 73 39 40 51 31 49 45 40 35 54 38 48 53 44 34 24 66 43 37 38 Total CR Teachers 30 39 37 32 39 28 47 39 36 35 36 35 49 31 35 39 38 32 36 39 28 50 36 35 27 36 28 34 35 34 35 32 36 37 53 24 42 35 35 38 21 42 36 28 35 Building DRAFT Classrooms

Mobile/Mo 12 10 14 15 11 15 10 10 37 10 10 12 14 14 20 0 4 0 6 2 0 0 0 0 0 3 2 1 4 0 0 0 1 1 4 2 0 3 0 3 0 4 4 4 0 dular Classrooms 42.30 68.90 63.70 38.20 56.00 42.50 65.00 39.30 41.30 38.10 38.00 Total 30 51 47 36 42 41 36 36 35 41 49 47 37 43 35 37 73 35 45 35 47 38 37 56 38 42 49 38 38 25 62 40 32 35 Adjusted Classrooms 1005 1199 1110 2011-12 422 868 852 569 695 710 819 715 465 569 569 597 503 708 676 843 724 534 742 543 548 551 615 572 651 861 451 808 689 621 548 888 575 742 946 708 532 427 776 600 645 594 Projected ADM, Total 88% 81% 96% 91% 96% 72% 82% 92% 76% 88% 83% 94% 94% 77% 78% 89% 92% 96% 90% 88% 93% 85% 91% 87% 93% 91% 90% 78% 77% 94% 91% 79% 75% 92% 94% 78% 81% 72% 95% 91% 75% 83% 81% 76% 94% % E.D. (10- 11) 14.07 17.39 16.74 15.11 17.32 16.89 17.88 15.00 18.35 15.81 15.11 15.72 14.45 16.90 17.56 17.66 16.18 17.26 15.51 16.89 14.81 16.21 17.57 17.13 14.67 17.13 17.94 16.70 17.57 15.31 16.34 16.61 18.12 15.97 16.13 18.92 16.86 17.73 18.57 17.62 18.93 17.14 17.92 18.47 15.63 Ratio 1032 1098 Student 422 643 536 639 485 697 540 661 553 963 539 527 659 667 565 583 673 458 582 567 474 617 415 582 628 568 615 504 588 614 960 383 677 662 590 674 390 740 681 480 627 720 594 Building CR Capacity Student 1163 1098 1250 1015 1092 422 817 602 639 727 733 540 661 553 963 600 809 693 861 830 599 742 659 582 567 650 606 600 807 585 826 583 621 614 607 677 927 641 674 464 757 549 627 942 594 Total Adjusted CR Capacity 100% 132% 106% 109% 146% 103% 103% 134% 103% 126% 128% 110% 119% 130% 194% 138% 112% 137% 131% 137% 106% 150% 110% 143% 120% 110% 150% 114% 125% 103% 121% 100% 79% 86% 86% 62% 93% 92% 92% 94% 97% 92% 79% 89% 79% Student Utilzation 107% 141% 118% 154% 103% 108% 109% 103% 140% 108% 132% 134% 115% 125% 119% 103% 103% 137% 203% 139% 118% 146% 140% 141% 111% 102% 158% 114% 151% 126% 114% 157% 119% 132% 109% 128% 109% 113% 92% 92% 81% 97% 91% 95% 89% Staff Building Utilization Staff 107% 111% 109% 102% 102% 109% 102% 102% 105% 103% 100% 100% 114% 113% 104% 118% 105% 100% 114% 108% 116% 106% 108% 116% 109% 100% 100% 70% 92% 92% 84% 88% 91% 82% 62% 95% 92% 94% 94% 96% 96% 89% 95% 89% 98% Utilization Total Adjusted CR 4438 4413 4398 4382 4314 4492 4451 4449 4447 4440 4352 4338 4336 4516 4507 8386 5620 5450 7579 5448 7576 5428 8439 8386 5520 5514 7405 5481 7396 5537 7457 5431 5455 7426 7361 8461 5381 5479 7334 5353 7508 7377 5513 360 498 School Number 3 2 4 2 3 2 3 3 3 5 3 2 3 3 6 6 6 6 6 5 6 3 5 6 6 6 3 4 5 6 3 2 6 6 6 6 6 4 4 5 3 4 3 5 6 CMBE District N/A CS CS CS CS CS CS CS CS CS CS CS CS CS CS CS CS E E E E E E E E E E E E E E E E E E E E E E E E E E E E Learning Community Metro Whitewater McClintock West Mecklenburg Martin Luther King, Jr. West Charlotte Martin Turning Point Hawthorne/Midwood Sedgefield Ranson Harding Northridge Garinger Morgan Eastway South Charlotte Rocky River Robinson Mint Hill McKee Road Lansdowne Independence Highland K-6 Mill Greenway Park Elizabeth Lane Butler Bain J.T. Williams RoadPark K-6 Northeast Cato McAlpine Matthews Lebanon Road Crown Point Crestdale Creek Clear Chantilly K-6 Providence PLC @ Graham East Mecklenburg Reedy Creek Randolph Providence Spring

School Name X X X X X X X X X X X X X X X X X X X X FOCUS P P P P P P P F F F F F Magnet (F/P) 102.5 109.5 43.5 40.5 99.5 54.5 95.5 23.5 43.5 38.5 65.5 51.5 22.5 49.5 93.5 16.5 44.5 49.5 64.5 24.5 18.5 95.5 60.5 109 104 52 68 54 27 39 48 47 35 31 50 50 45 51 38 46 41 97 6 8 Total CR Teachers 102 100 100 40 56 44 58 96 65 28 37 45 78 52 40 89 30 51 53 40 31 15 37 35 33 98 40 54 50 32 39 20 35 40 36 37 53 30 18 90 52 36 88 4 7 Building DRAFT Classrooms

Mobile/Mo 11 20 17 15 27 11 10 12 16 10 20 15 13 10 10 17 0 0 0 0 0 0 0 0 6 8 0 0 0 0 0 2 1 0 7 2 0 0 0 5 0 2 0 4 5 dular Classrooms 146.90 150.80 123.50 150.80 130.00 143.00 130.00 139.10 120.90 72.80 57.20 75.40 84.50 58.50 87.10 59.80 66.30 68.90 53.30 70.20 74.10 68.90 67.60 36.4 46.3 49.4 50.7 11.7 Total 5.2 52 51 31 25 37 47 49 34 40 35 55 49 42 40 28 40 Adjusted Classrooms 1793 1674 1098 1745 1077 1716 1112 1702 1998 1258 2044 1657 1103 2004 2011-12 240 854 660 891 241 267 536 873 756 798 489 297 658 996 966 927 796 596 188 472 528 995 813 799 958 721 327 118 876 94 Projected ADM, Total 78% 79% 72% 91% 79% 77% 85% 74% 79% 77% 83% 92% 59% 18% 63% 12% 56% 36% 74% 11% 18% 20% 62% 41% 43% 34% 15% 25% 25% 72% 60% 25% 53% 20% 56% 46% 11% 3% % E.D. (10- 11) #DIV/0! 16.42 16.30 18.02 16.35 17.53 16.15 10.26 13.92 17.02 16.44 16.95 15.74 15.27 18.20 20.59 18.56 19.56 18.25 19.16 17.78 22.13 21.95 20.83 16.08 19.50 18.06 19.65 31.33 20.09 18.21 21.17 17.30 19.02 18.78 20.03 18.69 17.35 23.05 14.75 18.23 20.66 5.52 6.14 4.18 Ratio #DIV/0! 1196 2389 1233 2188 1364 1726 1112 1821 1013 2366 1419 2372 1083 1129 1268 2504 1294 2030 1232 2363 Student 287 932 373 284 814 881 163 742 606 287 658 775 725 578 163 402 637 847 623 704 601 336 830 134 Building CR Capacity

#DIV/0! Student 1196 2647 1233 2643 1364 2103 1432 1014 2374 1013 2366 1419 2609 1040 1076 1110 1129 1445 2555 1164 1294 2413 1232 2498 287 932 373 284 814 206 946 606 479 658 614 163 803 637 848 799 801 523 922 173 Total Adjusted CR Capacity #DIV/0! 101% 108% 103% 100% 129% 133% 103% 115% 118% 118% 131% 114% 120% 106% 84% 71% 75% 72% 77% 80% 65% 94% 66% 97% 99% 94% 75% 58% 72% 78% 84% 81% 71% 86% 71% 99% 82% 74% 83% 97% 82% 88% 89% 85% Student Utilzation 109% 105% 118% 131% 126% 129% 122% 102% 115% 110% 110% 105% 137% 142% 111% 129% 109% 106% 150% 123% 125% 139% 122% 127% 103% 106% 114% 114% 116% 110% 92% 98% 94% 99% 84% 86% 97% 75% 94% 87% 93% 92% 96% 89% Staff 0% Building Utilization Staff 105% 102% 103% 115% 102% 107% 103% 84% 71% 68% 72% 63% 80% 94% 65% 83% 66% 75% 86% 72% 75% 46% 72% 78% 90% 77% 66% 96% 87% 71% 83% 71% 87% 80% 61% 91% 74% 95% 66% 89% 69% 68% 89% 80% 0% Utilization Total Adjusted CR 4362 4418 4346 4462 4446 4444 4433 4442 4420 4328 4322 4566 4557 4659 4658 4411 4357 4316 4657 4437 4349 4384 4379 5532 4367 5619 5497 8482 7480 5394 4429 7312 5333 5399 7364 7445 7415 5313 5305 8684 4344 7302 7592 5345 7496 School Number N/A 1 3 3 1 2 1 1 1 1 1 1 1 1 3 1 1 1 5 5 5 3 1 3 1 2 1 1 1 1 1 1 5 2 6 3 6 2 2 6 5 4 5 2 5 CMBE District N/A SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE NE Learning Community Ridge Road Piedmont David Cox Croft Community Northwest 6-12 Cornelius North Mecklenburg Mountain Island Creek Mallard Long Creek J.V. Washam Bradley Blythe Morehead K-8 Huntersville Hough Barnette University Meadows Torrence Creek Stoney Creek River Academy Oaks G Marie Davis K-12 Creek Mallard Hopewell Highland Creek Davidson Bailey Alexander McLeod Carmel Beverly Woods Alexander Graham Vance Collinswood K-8 Barringer Ardrey Kell Community House Berry Academy Berewick Ballantyne Cotswold Elizabeth Traditional Eastover E. E. Waddell K-8 Dilworth

School Name X X X X X FOCUS P P P P P F F F F F F F F Magnet (F/P) 81.75 107.5 104.5 68.5 47.5 60.5 94.5 90.5 64.5 61.5 68.5 38.5 68.5 115 52 50 39 32 35 49 45 39 53 43 61 34 47 50 42 51 61 38 61 42 43 42 90 36 40 28 24 74 26 38

3 Total CR Teachers N/A 108 100 100 56 42 50 37 39 39 53 35 53 40 39 39 37 50 39 39 67 57 98 38 37 35 39 39 32 51 71 54 36 65 96 23 87 39 39 58 26 26 71 28 32 Building DRAFT Classrooms

N/A Mobile/Mo 10 13 16 14 25 23 10 16 20 18 0 0 1 0 0 0 0 8 0 6 0 5 0 4 0 0 0 0 4 0 0 0 4 0 0 0 0 0 4 0 0 0 0 4 dular Classrooms 140.40 102.50 130.00 130.00 127.40 118.30 124.80 113.10 72.80 54.60 66.30 68.90 58.70 74.10 66.30 70.20 84.50 45.20 80.60 78.50

N/A Total 39 39 43 46 39 49 42 63 39 43 42 51 60 39 62 42 53 40 39 39 26 26 28 36 Adjusted Classrooms 1320 1152 1559 1051 1094 1344 1964 1696 1232 2127 1232 1738 1144 1355 2391 1457 1485 1255

N/A 2011-12 970 981 752 635 644 816 839 649 787 675 829 719 826 865 647 809 901 849 598 649 649 803 538 442 489 738 Projected ADM, Total 45% 44% 39% 30% 28% 43% 28% 50% 60% 46% 45% 21% 23% 44% 17% 69% 63% 19% 41% 23% 17% 70% 68% 13% 68% 40% 21% 10% 57% 32% 41% 67% 33% 57% 62% 56% 14% 12% 16% 34% 20% 32% 22% 38% % E.D. (10- 11) 19.27 20.42 18.87 20.32 21.17 19.07 19.04 19.52 16.65 19.98 17.54 21.02 19.68 18.86 21.09 18.84 14.38 20.78 18.74 20.84 20.65 16.63 17.65 21.61 17.97 19.79 21.61 20.74 19.17 19.74 18.60 14.95 19.78 16.86 16.19 19.09 21.70 20.79 21.68 20.69 20.09 16.96 20.38 20.50 N/A Ratio 1115 1226 2677 1312 1175 2702 2436 1544 1535 1403 2521 1309 1306 1671 1831 2595 1635 1331

N/A Student 793 826 683 978 684 820 728 943 823 735 785 653 756 701 843 664 709 799 538 367 744 846 538 522 571 656 Building CR Capacity Student 1115 1251 2677 1312 1030 1188 1474 2702 2436 1544 1968 1297 1403 2521 1340 1016 1309 1306 1671 1831 2595 1747 1331 N/A 793 826 839 978 684 826 823 810 867 900 701 871 919 598 762 744 846 538 522 571 738 Total Adjusted CR Capacity 128% 108% 116% 113% 105% 113% 132% 163% 146% 122% 127% 105% 111% 177% 100% 113% 87% 80% 95% 77% 58% 88% 94% 83% 95% 82% 61% 73% 70% 87% 94% 84% 65% 92% 88% 81% 80% 92% 87% 95% 91% 94% 85% 86% N/A Student Utilzation 113% 104% 100% 114% 100% 100% 136% 116% 122% 121% 113% 111% 147% 138% 174% 122% 110% 156% 131% 135% 113% 114% 117% 105% 167% 103% 103% 120% 118% 108% 104% 119% 82% 76% 92% 87% 75% 95% 91% 84% 97% 92% 92% 93% N/A Staff Building Utilization Staff 100% 100% 108% 102% 109% 100% 100% 102% 100% 103% 105% 108% 106% 87% 78% 82% 58% 88% 81% 97% 83% 87% 49% 73% 70% 87% 88% 94% 84% 98% 94% 65% 97% 98% 88% 81% 85% 80% 92% 92% 85% 94% 92% 93% N/A Utilization Total Adjusted CR 4588 4534 4530 4522 4622 4491 4436 4571 4406 4385 4383 4549 4500 4464 4392 5509 5434 5538 7535 7490 7466 4488 School Number 2 5 5 5 2 5 5 2 2 2 2 6 6 6 2 2 5 6 2 5 5 6 CMBE District SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW SW Learning Community Winget Park Smithfield Sharon Selwyn River Gate Quail Hollow Olde Providence K-8 Oaklawn Lake Wylie Kennedy Irwin Avenue Hawk Ridge Endhaven Elon Park Steele Creek Southwest South Mecklenburg Pineville Olympic Myers Traditional Park Myers Park Polo Ridge

School Name X X X X X X FOCUS P P P F F Magnet (F/P) 121.5 113.5 136.5 49.5 33.5 53.5 71.5 44.5 40 39 46 36 35 46 37 25 42 40 47 43 38 36 Total CR Teachers 108 127 36 28 25 39 57 32 26 39 45 37 34 35 39 39 33 56 90 30 37 39 Building DRAFT Classrooms

Mobile/Mo 10 12 10 10 10 11 12 15 10 0 0 0 3 0 0 0 2 6 4 0 0 3 dular Classrooms 140.40 132.60 184.60 74.10 39.90 58.50 78.00 Total 36 38 37 39 35 39 37 44 37 45 49 44 40 37 42 Adjusted Classrooms 1365 2338 2132 2736 2011-12 656 782 853 716 895 714 449 757 642 485 867 767 976 956 770 689 729 915 Projected ADM, Total 52% 16% 21% 37% 64% 16% 69% 53% 68% 19% 11% 27% 40% 70% 53% 39% 50% 32% 62% 25% 9% 5% % E.D. (10- 11) 22.18 17.26 21.72 19.84 21.06 18.08 21.64 13.40 17.20 17.35 21.09 22.23 20.73 18.93 18.78 19.09 19.24 18.78 20.04 19.14 21.44 22.32 Ratio 1340 1015 1390 2702 2198 3309 Student 865 621 608 496 821 692 361 671 780 756 726 738 620 574 793 870 Building CR Capacity Student 1340 1015 1489 2702 2491 3700 998 621 825 734 821 757 535 671 780 978 767 928 826 766 793 937 Total Adjusted CR Capacity 113% 106% 129% 172% 103% 125% 113% 115% 106% 129% 124% 120% 105% 67% 63% 87% 62% 98% 87% 97% 83% 92% Student Utilzation 121% 111% 139% 184% 109% 129% 118% 124% 114% 137% 130% 128% 113% 126% 107% 127% 114% 87% 82% 92% 68% 97% Staff Building Utilization Staff 104% 111% 103% 124% 100% 118% 108% 109% 106% 67% 84% 63% 95% 92% 68% 98% 92% 87% 86% 74% 95% 97% Utilization Total Adjusted CR 8386 8684 8461 8386 8439 7334 360 498 School Number N/A

2 3 3 3 3 3 3 CMBE District 8 (2011) N/A N/A CS CS CS CS

E E Learning Community Facility Information J.T. Williams Graham PLC@ Metro McLeod Morgan Hawthorne/Midwood Point Turning Cato

Special Program

X X FOCUS Total SpecialTotal Programs 31.5 16

8 0 3 0 6 # of CR teachers (non-EC) 6.5 4.5 2.5

0 0 4 0 # of Arts Ed/ CTE teachers (incl PE) 35.5 18.5 6.5 4.5

8 3 6 Total Non-EC Teachers Teachers 37 18 0 0 2 5 0 EC Teachers

0 0 0 0 0 0 0 ESL Teachers

0 0 0 0 6 0 0 Misc Teachers 43.5 22.5 43.5 23.5 150 8 3 6 Total CR Teachers N/A 185 39 40 30 37 28 7 4 Building Classrooms N/A 10

0 2 0 8 0 0 0 Mobile/Modular Classrooms Classrooms 238.7 50.7 46.3 36.4 N/A 9.1 5.2 52 39 Core Adjusted Teaching Stations 251.7 50.7 11.7 49.4 46.3 36.4 N/A 5.2 52 Total Adjusted Classrooms 1148 N/A 118 240 267 241 188 94 2011-12 ADM #DIV/0! 14.75 10.26 31.33 5.52 4.18 6.14 N/A Ratio #DIV/0! N/A 103 221 125 227 287 125 Student Building CR Capacity #DIV/0!

N/A Student Core 134 287 163 284 373 163 Adjusted CR Capacity #DIV/0!

N/A Student Total 173 287 206 284 373 163 Data Adjusted CR Capacity #DIV/0! 115% 84% 88% 84% 58% 94% 65% N/A Student Utilization 114% 109% 118% 150% 75% 84% N/A 0% Staff Building Utilization 115% 79% 68% 84% 46% 94% 65% N/A 0% Staff Utilization Total Adjusted CR 7535 7426 7377 5341 7576 7457 7508 7312 7361 7496 7579 7592 7490 8482 7415 7405 7396 7302 7364 7445 7480 7466 School Number 5 6 4 4 2 6 5 1 6 2 2 3 2 2 1 2 3 6 2 1 1 5 CMBE District 22 (2011) SW SW SW SW SW NE NE NE NE NE NE NE CS CS CS CS CS E E E E E Learning Community South Mecklenburg Independence East Mecklenburg Rocky River Providence Hough Cochrane Butler Berry Academy West Charlotte Vance Olympic Northwest 6-12 Hopewell Ardrey Kell West Mecklenburg G Marie Davis K-12 Creek Mallard Harding Garinger North Mecklenburg Myers Park Facility Facility Information

K-12 and High Schools X X X X X X X X X X X FOCUS P P P P P P P F F F Magnet 64.75 25.5 107 95 81 71 72 74 76 80 66 74 77 87 67 89 77 86 79 80 8 7 # of CR teachers (non-EC) 25 19 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 # of MS CR teachers (non-EC) Total Total K-12 / 6-12 / High 18 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 # of ES teachers (non-EC) 20.5 17.5 16.5 16.5 17.5 18.5 20.5 15.5 17.5 18.5 15.5 20.5 16.5 18.5 16.5 17.5 15.5 21.5 4.5 7.5 18

7 # of Arts Ed/ CTE teachers (incl PE) 115.5 105.5 109.5 104.5 80.25 128.5 87.5 88.5 93.5 37.5 98.5 86.5 89.5 94.5 82.5 93.5 98.5 95.5 97.5 92 52 43 Total Non-EC Teachers Teachers 2 5 3 0 0 4 3 4 2 6 4 7 4 0 2 2 6 3 5 0 4 0 SCEC Teachers 12.5 16 10 10 12 10 9 6 7 5 5 4 7 2 3 7 6 6 9 DRAFT 7 9 4 EC Teachers 1.5 0.5 1.5 6.5 1.5 4 3 2 1 1 2 4 4 4 0 1 4 4 1 4 4 3 ESL Teachers 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 Misc Teachers 130.5 101.5 111.5 114.5 100.5 123.5 111.5 112.5 121.5 113.5 118.5 88.75 145.5 99.5 43.5 97.5 102 111 121 92 55 54 Total HS Teachers 2102.75 121.5 104.5 113.5 102.5 107.5 109.5 81.75 136.5 95.5 94.5 39.5 95.5 93.5 90.5 99.5 104 115 109 97 90 52 50 Total CR Teachers 1992 108 100 100 100 102 100 108 127 90 49 98 96 71 88 90 87 96 50 78 89 98 67 Building Classrooms 173 17 20 20 12 11 17 27 10 16 15 0 0 0 2 5 0 0 0 0 1 0 0 Mobile/Modular Classrooms Classrooms 2584.20 127.4 124.8 114.4 113.1 124.8 132.6 140.4 101.4 115.7 127.4 140.4 165.1 63.7 92.3 81.7 130 117 130 117 130 130 65 Core Adjusted Teaching Stations 2809.10 130.00 130.00 130.00 150.80 120.90 132.60 130.00 113.10 118.30 124.80 146.90 140.40 123.50 150.80 139.10 127.40 143.00 140.40 102.50 184.60 63.70 66.30 Total Adjusted Classrooms 38768 1964 1702 2044 1674 2004 2132 1696 1457 1738 2391 1793 2338 1745 1716 1657 2127 1998 1559 2736 597 981 719 Enrollment 2011-12 ADM 19% 59% 34% 83% 79% 11% 50% 41% 62% 70% 12% 72% 39% 74% 39% 51% 83% 56% 40% 56% 43% 63% 32% % E.D. (10-11) 20.78 18.20 19.65 15.11 17.53 20.66 18.78 18.74 16.19 16.63 20.79 18.02 19.24 17.02 18.87 18.22 15.74 17.35 19.79 18.25 19.07 14.38 20.04 Ratio 2078 1820 1926 1683 1818 1691 1874 1408 1181 1996 1838 2078 1328 1401 1562 1939 1825 2060 2546 741 943 963 Student Building CR Capacity 2702 2366 2504 2188 2363 2198 2436 1831 1535 2595 2389 2702 1726 1226 1821 2030 2521 2372 2677 1175 3309 Student Core 963 Adjusted CR Capacity 2702 2366 2555 2643 2498 2491 2436 1831 1968 2595 2647 2702 2103 1251 2374 2413 2521 2609 2677 1474 3700 Student Total Data 963 Adjusted CR Capacity 113% 101% 73% 72% 82% 62% 77% 85% 97% 70% 80% 92% 75% 87% 80% 94% 82% 81% 84% 84% 58% 61% 83% Student Utilization 106% 110% 126% 103% 147% 120% 113% 131% 104% 122% 106% 110% 110% 107% 95% 94% 81% 99% 91% 98% 76% 75% Staff Building Utilization 73% 72% 80% 62% 63% 70% 80% 86% 80% 88% 92% 68% 87% 83% 78% 75% 58% 72% 69% 84% 77% 49% 74% Staff Utilization Total Adjusted CR 4447 4446 4329 4462 4444 4432 4442 4459 4440 4433 4422 4411 4412 4393 4385 4379 4367 4365 4418 4349 4346 4335 4453 4451 4438 4478 4571 4420 4416 4414 4410 4383 4384 4357 4338 4322 4316 4328 4437 4449 4436 4424 4413 4406 4382 4362 4336 4657 4314 4308 4398 4352 4300 School Number 1 4 1 1 3 1 5 6 1 5 1 3 3 6 5 4 1 5 1 4 4 6 5 4 2 1 3 3 4 6 4 1 4 5 2 1 6 6 2 4 3 6 6 3 4 2 6 2 6 5 5 6 4 CMBE District (2011) SW SW SW SW SW SW SW SW SW SW SW SW SW NE NE NE NE NE NE NE NE NE NE NE NE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE E E E E E E E E E E E E Learning Community Mallard Creek Mallard Briarwood Mountain Island Mountain Long Creek Joseph W. Grier Blythe Montclaire Road Lebanon J.V. Washam Farms Huntingtowne Creek Highland Valley Hidden First Ward Endhaven Dilworth Devonshire Croft Community Cotswold Cornelius Billingsville Merry Oaks McKee Road Lansdowne J. H. Gunn Avenue Irwin Huntersville Hornets Nest Renaissance Highland Hickory Grove Park Elon Traditional Elizabeth Davidson CreekClear Woods Beverly Barringer Barnette Ballantyne McAlpine Lake Wylie Idlewild K-6 Mill Highland Ridge Hawk Lane Elizabeth Cox David K-6 Chantilly Berewick Bain Allenbrook Matthews Greenway Park Eastover Point Crown Road Albemarle Facility Information Facility

K-6 Schools X X X X X X X X X X X X X X X X X X X X FOCUS P P P P P P P P F F F F Magnet (F/P) 15.5 17.5 42 41 31 25 48 52 30 41 50 49 57 43 37 24 32 35 36 30 30 30 39 21 30 39 23 37 31 24 52 44 36 34 35 40 32 37 26 24 36 43 39 45 45 32 44 23 45 33 20 40 54 # of CR teachers (non-EC) 3 2 2 2 3 3 2 3 3 3 4 2 3 2 2 2 2 2 2 4 2 2 2 2 2 3 2 2 3 3 3 2 2 2 3 2 2 2 3 1 3 3 3 1 2 3 1 2 3 2 2 3 3 # of Arts Ed/ CTE teachers (less PE) 16.5 18.5 45 43 33 27 51 55 32 44 53 52 61 45 40 26 34 37 38 32 32 34 41 23 32 41 25 40 33 26 55 47 39 36 37 34 40 28 26 38 46 42 48 48 34 47 24 42 48 35 22 43 57 Total Non-EC Teachers 0 0 0 2 0 4 2 4 0 0 0 0 0 0 2 2 0 0 3 3 4 3 3 0 3 0 3 0 0 3 0 3 0 0 0 0 0 3 3 2 0 0 0 0 0 0 0 0 0 0 0 0 2

SCEC Teachers Teachers 2.5 2.5 2.5 1.5 1.5 2.5 0.5 2.5 1.5 2.5 1.5 2.5 1.5 1.5 0.5 1.5 1.5 1.5 2.5 1.5 2.5 1.5 1.5 1.5 2.5 1.5 2.5 2 2 2 3 2 3 3 2 2 1 2 2 2 2 2 2 2 2 1 1 2 2 2 2 1 4 EC Teachers 10 18 0 0 2 2 4 2 0 0 0 0 0 0 0 0 0 0 3 4 0 0 0 0 0 0 6 0 0 2 2 0 0 0 0 0 2 5 2 0 0 2 2 0 0 2 0 2 DRAFT4 0 2 2 7 Pre-K Teachers 45.5 34.5 63.5 33.5 33.5 43.5 25.5 35.5 27.5 48.5 38.5 38.5 35.5 57.5 27.5 49.5 50.5 35.5 49.5 25.5 34.5 43.5 37.5 35.5 45.5 47 29 53 58 46 56 55 47 42 27 36 39 40 34 43 25 42 41 41 17 29 20 40 48 44 50 23 63 Total ES Teachers 16.5 18.5 45 39 53 61 38 50 53 52 61 45 40 26 36 39 38 32 38 48 27 35 44 25 43 33 35 47 42 38 42 34 40 73 28 31 46 50 42 48 50 36 47 24 35 42 50 39 34 24 45 43 66 Total CR Teachers 40 39 35 50 24 36 39 37 39 39 35 28 32 39 32 39 35 42 31 32 35 37 37 36 36 39 32 30 38 39 39 36 26 35 39 39 15 34 35 37 18 39 33 21 35 36 40 37 38 26 37 28 42 Building Classrooms Classrooms 14 13 14 13 10 10 10 10 37 12 10 10 12 16 10 16 15 14 20 23 6 0 4 2 0 4 0 4 0 0 0 0 2 3 0 5 0 1 6 4 0 0 0 0 0 0 4 8 4 0 0 0 5 Mobile/Modular Classrooms 46 39 49 63 38 49 49 47 43 37 28 36 39 36 39 35 42 40 42 31 34 38 37 42 36 37 45 42 39 39 73 26 51 25 44 47 53 28 49 35 39 39 25 43 40 55 42 62 37 38 26 42 62 Total Classrooms 1058 1051 1002 1232 839 506 914 520 778 852 742 767 489 569 752 738 635 527 809 690 675 489 596 708 485 787 569 432 976 795 675 803 945 538 833 244 867 996 873 276 966 503 694 620 427 620 598 969 710 600 532 426 769 2011-12 ADM 143 102 254 108 Enrollment 32 36 55 35 42 31 67 31 35 53 28 51 25 63 29 24 26 58 16 30 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pre-K ADM 1094 1051 1199 1110 1232 839 649 946 575 813 569 742 767 489 569 752 738 635 721 742 809 826 489 596 708 485 787 569 534 976 675 803 868 297 538 901 327 528 757 867 996 649 966 427 644 995 598 658 442 799 710 532 852 2011-12 Projected ADM, Total 46% 45% 78% 44% 21% 92% 72% 88% 96% 27% 22% 96% 38% 28% 94% 10% 53% 17% 12% 43% 81% 19% 23% 76% 92% 87% 17% 14% 25% 53% 76% 36% 11% 34% 11% 57% 20% 56% 18% 50% 95% 91% 25% 74% 20% 60% 96% 67% 21% 81% 72% 30% 9% % E.D. (10-11) 19.98 17.54 18.92 18.86 21.02 15.97 17.30 15.81 17.26 20.73 20.38 16.74 20.50 21.17 16.13 20.74 20.03 20.65 22.18 19.56 18.06 16.86 21.09 19.68 18.35 16.18 17.13 21.09 21.70 18.21 17.20 18.47 19.16 22.23 20.69 22.13 19.17 18.69 19.09 21.95 19.52 18.57 17.62 21.17 17.78 20.09 19.02 17.32 14.95 21.61 17.39 17.73 20.32 Ratio 799 684 943 820 383 623 553 673 726 571 536 656 826 677 664 601 785 865 606 578 590 780 728 661 583 617 823 846 637 671 720 287 756 538 775 709 336 744 725 683 390 740 847 658 522 704 485 538 843 662 643 674 793 Student Building CR Capacity 1188 1030 1250 1040 1016 1076 1092 1164 1340 919 684 607 848 553 742 767 571 602 738 826 677 871 801 867 998 606 614 641 780 826 661 599 823 846 637 671 942 479 978 538 523 744 839 464 658 522 799 727 598 927 817 674 793 Student Capacity w/ Mobiles Data 105% 116% 128% 150% 131% 103% 110% 106% 106% 113% 110% 122% 120% 105% 113% 103% 120% 108% 194% 113% 121% 103% 115% 100% 129% 127% 133% 110% 150% 118% 100% 114% 146% 111% 146% 143% 132% 95% 86% 77% 81% 62% 86% 92% 82% 95% 83% 97% 87% 94% 85% 79% 95% Student Utilzation 113% 122% 100% 136% 158% 139% 109% 115% 114% 113% 119% 114% 131% 127% 111% 121% 109% 126% 116% 203% 103% 118% 128% 110% 124% 108% 137% 135% 142% 103% 114% 100% 157% 125% 105% 122% 154% 117% 156% 151% 141% 100% 93% 82% 87% 68% 92% 97% 87% 89% 92% 92% 89% Staff Building Utilization 100% 108% 100% 102% 109% 105% 108% 100% 106% 114% 100% 100% 104% 103% 116% 102% 100% 103% 118% 108% 102% 106% 105% 107% 102% 105% 108% 111% 100% 98% 97% 93% 82% 95% 87% 68% 92% 95% 87% 89% 98% 66% 95% 94% 92% 96% 66% 96% 81% 91% 92% 98% 89% Staff Utilization w/Mobiles 4557 4659 4622 4503 4586 4550 4530 4516 4501 4318 4565 4566 4549 4527 4512 4500 4491 4485 4588 4562 4546 4522 4507 4494 4474 4587 4534 4519 4392 4492 4471 4589 4658 4468 4464 School Number 1 3 2 4 3 2 5 3 5 2 2 3 2 4 5 6 5 1 2 2 3 5 6 1 3 4 5 5 6 5 2 4 1 3 5 CMBE District 88 (2011) SW SW SW SW SW SW SW SW SW SW NE NE NE NE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE CE E E E Learning Community Stoney Creek GateRiver Piney Grove Winding Springs Winding Sterling Sharon Reedy Creek Pinewood Whitewater Academy ParkUniversity Meadows University Steele Creek Gardens Shamrock Road Rama Pineville Olde Providence Oakdale Winget Park Tuckaseegee Statesville Road Selwyn Providence Spring CreekPaw Newell Windsor Park Windsor CreekTorrence Smithfield Sedgefield Polo Ridge Park K-6 Road Ford Nations Winterfield OaksRiver Academy Alexander Nathaniel Myers Park Traditional Facility Information Facility

K-6 Schools X X X X X X X X X X X X X X X X X X X FOCUS P P P F F F Magnet (F/P) 48.5 23.5 44 34 40 37 32 36 40 29 38 35 41 24 32 36 33 27 46 30 40 38 26 41 45 57 31 25 41 33 34 34 33 44 34 # of CR teachers

Total Elementary Total (non-EC) 3.5 3 2 2 2 2 3 3 2 2 2 2 2 2 2 2 4 3 3 2 3 3 2 2 3 4 2 2 1 2 2 2 2 5 2 # of Arts Ed/ CTE teachers (less PE) 51.5 44.5 24.5 47 36 42 34 39 43 31 40 37 43 26 34 38 35 31 49 32 43 41 28 43 48 61 33 27 35 36 39 36 35 49 36 Total Non-EC Teachers 0 0 0 0 0 0 3 0 3 0 0 2 0 3 2 0 0 3 3 0 3 0 0 0 0 0 3 0 0 0 0 0 0 0 0

SCEC Teachers Teachers 1.5 2.5 1.5 2.5 1.5 2.5 1.5 2.5 1.5 1.5 1.5 3.5 2.5 2.5 1.5 2.5 1.5 2 2 3 2 2 2 2 2 2 2 2 2 1 2 3 2 2 3 EC Teachers 11 0 0 6 0 3 2 2 0 6 6 0 0 0 0 0 2 0 0 4 0 0 0 3 0 4 6 2 4 4 2 8 0 5 DRAFT 0 Pre-K Teachers 35.5 42.5 45.5 27.5 37.5 53.5 32.5 38.5 34.5 42.5 29.5 25.5 64.5 35.5 37.5 37.5 41.5 37.5 49 38 41 45 33 36 40 51 45 45 46 50 30 38 45 37 52 Total ES Teachers 3619.5 53.5 24.5 44.5 47 36 40 39 46 36 42 43 32 42 38 38 31 51 49 37 46 41 35 43 51 61 40 33 37 40 43 38 50 35 54 36 Total CR Teachers 3070 39 39 36 28 40 35 39 33 30 39 30 35 39 34 37 35 28 25 36 37 32 20 35 35 36 36 39 27 34 36 39 38 32 53 37 Building Classrooms Classrooms 565 10 11 11 10 10 14 12 12 15 20 10 25 10 11 4 0 2 0 2 0 2 0 1 4 4 0 0 0 3 1 4 0 3 3 0 Mobile/Modular Classrooms 3635 43 39 38 51 38 35 44 40 41 30 41 35 49 51 35 47 37 47 32 40 37 40 45 60 37 36 36 42 49 35 40 39 35 56 37 Total Classrooms 61709 1232 829 716 782 754 539 513 770 689 686 398 595 645 956 691 451 808 853 724 568 876 492 408 811 579 604 413 915 758 590 718 619 714 818 729 2011-12 ADM 2490 174 Enrollment 44 82 38 29 24 81 32 56 64 50 36 52 52 85 61 58 28 70 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pre-K ADM 64199 1232 829 798 621 782 551 715 770 422 676 689 645 956 865 451 808 600 853 548 724 876 472 861 615 656 465 915 843 651 776 647 888 714 716 729 2011-12 Projected ADM, Total 69% 91% 16% 63% 85% 82% 70% 88% 77% 62% 40% 68% 81% 78% 77% 83% 21% 79% 89% 15% 13% 90% 52% 92% 91% 91% 75% 68% 78% 75% 54% 37% 16% 25% 3% 5% % E.D. (10-11) 18.84 16.34 21.72 18.56 16.21 17.88 18.78 14.07 16.90 19.14 18.93 17.65 17.92 16.70 17.57 17.14 19.84 16.61 17.66 23.05 20.09 21.61 17.94 17.26 15.00 17.57 22.32 17.13 18.93 17.97 17.56 18.12 18.85 21.06 21.64 21.44 Ratio 735 588 608 742 567 697 620 422 659 574 738 653 627 568 615 480 496 614 565 830 402 756 628 621 540 474 870 582 681 701 667 960 821 692 793 Student Building CR Capacity 1297 1015 810 621 825 946 567 733 826 422 693 766 928 900 627 585 826 549 734 614 830 922 803 807 621 540 650 937 600 757 701 861 821 757 793 Student Capacity w/ Mobiles Data 113% 106% 129% 108% 103% 124% 100% 103% 120% 129% 132% 103% 131% 125% 172% 128% 106% 118% 163% 137% 106% 130% 105% 112% 114% 126% 111% 103% 97% 79% 89% 86% 92% 92% 87% 92% Student Utilzation 121% 111% 115% 103% 108% 130% 107% 108% 127% 137% 138% 109% 140% 132% 184% 134% 114% 123% 174% 146% 111% 137% 114% 118% 119% 132% 102% 139% 118% 109% 91% 95% 92% 97% 92% 97% Staff Building Utilization 109% 105% 103% 102% 107% 102% 109% 100% 109% 104% 116% 124% 103% 102% 113% 111% 100% 106% 114% 108% 102% 103% 100% 90% 98% 95% 89% 95% 91% 61% 92% 97% 96% 99% 92% 97% Staff Utilization w/Mobiles 4374 4553 4517 4311 4489 4574 5532 4319 4577 5479 5509 5448 5353 5538 5431 4429 5428 5351 5619 5497 5455 5434 5345 5313 5537 5514 5450 5381 4344 5399 5620 5520 5513 4488 5481 5333 5394 5305 5301 School Number 6 3 2 5 3 6 2 6 3 3 1 1 2 3 6 2 6 1 2 6 3 4 4 5 2 5 2 2 5 5 2 3 2 5 1 2 1 4 2 CMBE District 39 (2011) SW SW SW SW SW SW SW SW SW NE NE NE NE NE NE CE CE CE CE CE CE CE CE CS CS CS CS CS CS CS CS CS CS E E E E E E Learning Community Northeast Quail Hollow Quail Pre-K-8 Hills Druid Crestdale Thomasboro Pre-K-8 Thomasboro Southwest Robinson K-8 Morehead Martin Coulwood Ridge Road Ridge Piedmont Hill Mint Kennedy House Community Bailey South Charlotte South Pre-K-8 Park Reid Ranson McClintock Eastway Pre-K-8 Park Ashley Graham Alexander Whitewater Sedgefield Randolph OaklawnK-8 Northridge Jr. King, Luther Martin K-8 Waddell E.E. CollinswoodK-8 Carmel Pre-K-8 BrunsAvenue Bradley Alexander Road Albemarle Walter G. Pre-K-8 Byers Walter Pre-K-8 Berryhill Westerly Hills Pre-K-8 Hills Westerly Facility Information Facility

Pre-K - 8 and Middle Schools X X X X X X X X X X X X X X X X X X X X X X FOCUS P P P F F F F F F Magnet (F/P) 7.5 8.5 38 42 44 10 65 47 12 13 58 40 61 45 57 63 59 32 40 59 13 57 34 38 53 21 50 50 38 42 32 43 45 15 52 9 9 9 9 # of CR teachers (non-EC) Total Pre-K-8 / K-8 / Middle / K-8 / Pre-K-8 Total 23 34 27 27 25 23 46 27 26 23 21 18 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 # of ES CR teachers (non-EC) 4.5 5.5 4.5 4.5 4.5 5.5 5.5 4.5 2.5 4.5 4.5 4.5 3.5 3.5 4.5 5.5 4.5 4.5 4.5 5.5 5.5 4.5 4.5 3.5 4.5 4.5 4.5 4.5 3 3 3 3 3 3 3 3 3 3 3 # of Arts Ed/ CTE teachers (incl PE) 42.5 47.5 48.5 69.5 51.5 63.5 45.5 65.5 47.5 61.5 67.5 63.5 35.5 43.5 63.5 62.5 38.5 42.5 57.5 33.5 72.5 38.5 55.5 54.5 42.5 45.5 36.5 47.5 49.5 56.5 36 49 43 43 37 44 35 33 30 Total Non-EC Teachers 6 3 0 0 0 2 0 0 2 2 2 0 2 0 0 0 0 4 3 2 0 2 0 2 0 0 0 4 5 0 5 0 2 2 0 0 0 0 0

SCEC Teachers Teachers 2.5 0.5 3.5 3.5 1.5 0.5 4.5 2.5 5 3 5 7 4 1 3 6 5 5 5 4 5 4 4 6 5 5 4 2 2 6 3 4 4 5 5 4 5 3 2 EC Teachers 0.5 0.5 2.5 1.5 1.5 0.5 1.5 1 2 1 0 0 0 1 0 1 1 1 1 1 1 0 1 1 0 2 5 0 2 1 0 2 2 3 0 3 0 0 0 MS ESL Teachers 0 0 0 0 0 2 0 0 2 0 0 0 0 0 0 0 0 0 3 0 0 0 0 0 0 0 0 2 0 0 0 0 0 0 2 0 2 2 2 DRAFT Pre-K Teachers 54.5 78.5 54.5 38.5 73.5 69.5 53.5 72.5 69.5 48.5 74.5 49.5 70.5 45.5 53.5 40.5 67.5 40.5 42.5 56.5 59.5 64.5 32.5 54 50 58 74 46 48 41 62 34 65 56 76 46 48 38 35 Total MS Teachers 2008.5 49.5 71.5 49.5 68.5 47.5 64.5 48.5 68.5 64.5 44.5 68.5 65.5 60.5 33.5 40.5 49.5 38.5 61.5 60.5 38.5 51.5 54.5 59.5 51 49 38 54 68 45 37 49 39 52 74 43 46 37 35 32 Total CR Teachers 1841 54 53 56 57 53 35 65 32 56 42 50 47 58 57 45 40 65 35 52 52 26 44 51 23 54 53 28 56 71 51 45 40 58 39 50 53 36 28 31 Building Classrooms 113 15 15 10 18 10 10 0 0 4 0 0 0 0 4 0 0 7 6 4 0 1 0 0 0 0 0 0 0 0 0 0 6 0 0 0 0 0 0 3 Mobile/Modular Classrooms Classrooms 2292.20 68.90 72.80 74.10 58.70 38.00 84.50 32.90 72.80 54.60 65.00 61.10 75.40 58.50 52.00 84.50 36.50 67.60 26.90 21.80 28.30 67.60 57.20 66.30 70.20 68.90 72.80 78.50 66.30 58.50 52.00 75.40 42.30 65.00 68.90 70.20 74.10 29.50 39.30 34.30 Core Adjusted Teaching Stations 2439.10 68.90 78.00 74.10 58.70 84.50 38.10 72.80 54.60 74.10 68.90 80.60 58.50 53.30 84.50 56.00 87.10 39.90 45.20 41.30 67.60 57.20 66.30 70.20 68.90 72.80 78.50 66.30 58.50 59.80 75.40 42.30 65.00 68.90 70.20 38.00 74.10 42.50 39.30 38.20 Total Adjusted Classrooms 35040 1365 1098 1320 1258 1485 1355 1077 1103 1144 1152 1255 1005 1112 1344 958 895 816 655 970 819 642 927 675 449 649 545 660 756 854 849 536 873 891 668 796 572 510 529 473 2011-12 ADM 225 Enrollment 34 33 27 27 22 33 19 30 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pre-K ADM 35265 1365 1098 1320 1258 1485 1355 1077 1103 1144 1152 1255 1005 1112 1344 958 895 816 970 819 689 642 927 708 449 649 572 660 756 854 849 536 873 891 695 796 594 543 548 503 2011-12 ADM, Total 25% 64% 60% 53% 77% 44% 72% 94% 45% 41% 16% 68% 20% 33% 94% 69% 57% 93% 79% 79% 92% 46% 41% 28% 78% 32% 32% 85% 77% 91% 63% 91% 88% 62% 18% 94% 90% 23% 93% 94% % E.D. (10-11) 18.78 18.08 16.65 19.09 16.15 20.42 16.89 15.31 19.27 19.50 21.68 17.35 20.83 19.78 14.45 13.40 16.86 14.67 16.44 16.30 15.27 18.23 18.60 19.04 16.42 19.74 16.96 13.92 16.95 16.35 17.30 15.11 16.89 16.08 20.59 15.63 15.51 20.84 14.81 15.72 Ratio 1031 1069 1050 1079 1257 1286 1004 1009 1007 1204 1091 1188 996 883 858 794 490 975 781 833 506 348 388 411 855 717 779 948 920 626 678 948 589 845 868 547 434 533 487 Student Building CR Capacity 1294 1340 1390 1364 1115 1032 1403 1268 1635 1015 1083 1671 1112 1013 1232 1306 1312 1196 1309 1331 1233 1098 1129 1419 1544 Student Core 978 504 527 361 367 415 932 814 881 639 594 458 582 539 Adjusted CR Capacity 1294 1340 1489 1364 1115 1163 1403 1445 1747 1015 1110 1671 1432 1013 1232 1306 1312 1196 1309 1331 1233 1014 1098 1129 1419 1544 Student Total Data 978 583 809 535 762 606 932 814 639 594 659 582 600 Adjusted CR Capacity 137% 134% 125% 177% 138% 109% 100% 119% 74% 67% 83% 98% 80% 87% 79% 94% 99% 91% 63% 86% 81% 97% 71% 75% 89% 88% 88% 71% 65% 94% 66% 72% 99% 93% 92% 71% 78% 87% 94% 93% Student Utilization 128% 105% 113% 103% 122% 129% 118% 141% 111% 105% 140% 129% 167% 139% 126% 116% 114% 114% 104% 129% 119% 118% 102% 113% 109% 125% 103% 103% 96% 87% 92% 82% 92% 97% 93% 84% 86% 94% 92% Staff Building Utilization 118% 109% 100% 74% 67% 83% 92% 80% 87% 70% 94% 87% 85% 63% 83% 81% 88% 84% 85% 94% 75% 71% 75% 89% 88% 88% 71% 65% 94% 66% 72% 86% 83% 92% 71% 78% 82% 87% 94% 84% Staff Utilization Total Adjusted CR

Capacity and Utilization In a perfect world, every teacher would have their own dedicated classroom. In overcapacity CMS middle and high schools, that is not the case. Teachers in these secondary schools must share classrooms. This condition is referred to as “floating.” The “floating” teacher potentially moves all of his or her materials at each class change.

The four period instructional day permits four teachers to share three classrooms. Each teacher has students for three of the four periods. The remaining period is dedicated to planning. Optimally, each teacher would have the opportunity to remain in his or her own classroom for all four periods, including planning time. In reality, the teacher often must find another space in which to plan, and a different teacher “floats” in to instruct a classroom full of students. Any secondary school with mobile or modular classrooms has teachers floating; several without portable classrooms do, as well.

In overcapacity situations, dedicated classrooms negatively impact operational efficiency. Dedicated classrooms add costs, both capital (more new schools) and operational (additional mobiles). “Floating” effectively provides additional student capacity, and means that every classroom contains students each period of the day. Admittedly, this is not an optimal condition. As desirable an outcome as providing dedicated classrooms for each teacher would be, it will not be one of the outcomes of this CNA.

The Utilization Chart The Utilization Chart is the fundamental planning document used by the department. The chart provides a snapshot of the present condition at each school, based on data from the 20th school day of each year. The 20th day is important because a school and a school system’s enrollment are considered official by the state. Annual budgets are tied to the Average Daily Membership, or ADM, over those first 20 days of school.

The utilization chart takes into account the number of teachers, brick and mortar classrooms, and annual student populations at each and every school. The document uses formulas to determine adjusted teaching stations, classrooms needed, and school utilizations. The results generated by these formulas are used in several ways. On an annual basis, the chart helps determine the allocation of mobile and modular classrooms. The utilization chart serves as the building block for the Solutions document for the CNA. It is also employed when drawing student assignment boundaries.

Ratio

Utilization

Pre-K ADM Pre-K Total ADM, w/Mobiles

Classrooms

2011-12ADM

% E.D. (10-11) E.D. % Building Staff

Staff Utilization Staff

Mobile/Modular Mobile/Modular Classrooms Total

Total ES Teachers ES Total

Total CR Teachers CR Total

2011-12 Projected

Student Utilzation Student

Elementary Schools Elementary Building Classrooms Building Albemarle Road 63 66 42 20 62 1002 108 1110 91% 17.62 150% 157% 106%

Across the top of the chart is the delineation for each column. Data such as “Total CR (Classroom) Teachers” comes from the staffing allocations released to each school. The number of “Building Classrooms” is audited annually, and adjusted as capital projects either add or delete brick and mortar classrooms from a campus. The “Building Utilization” is a ratio of “Core Adjusted Teaching Stations” to the “Total CR Teachers.” This ratio is the first input to the Solutions document.

Classrooms Needed It is obvious, even to a casual observer, that there are more teachers (and students) in CMS than there are classrooms in which to house them. Additional school capacity is expressed as the number of classrooms needed to provide each teacher a teaching station within the brick-and-mortar schoolhouse. Prior methods of

calculating capacity based upon “rule of thumb” student-to-classroom ratios or nominal school capacities have been discarded.

Changes in funding and allocations at state and local levels make these other methods less accurate predictors of the future situation at a specific school. In 2006, CMS altered the formula used to allocate classroom teachers. Called Student Weighted Staffing (SWS) or Weighted Student Staffing (WSS), the new allocation method weights staffing by the percentage of economically disadvantaged students enrolled at a school. Additionally, principals have the ability to add classroom teachers by “trading” an equivalent number of other positions allotted. A new way to project need was therefore developed.

The new model for calculating the number of classrooms needed is based upon the number of allotted classroom teachers at each school. This number is compared to the count of adjusted teaching stations at the same school. This is relatively simple at the elementary school level, because each class remains more or less intact for the duration of the school day. Therefore, the number of building classrooms and the number of adjusted teaching stations is the same. Classroom counts do not include flex spaces, resource rooms, work rooms, or gymnasiums.

If the number of classroom teachers is less than or equal to the number of classrooms available, then the number of additional classrooms needed is expressed as a negative number, or a zero. If the number of classroom teachers is greater than the actual number of classrooms at their school, the number of additional classrooms needed is shown as a positive number.

The formula is more complex at the secondary level. Teachers in middle and high schools, given current budgetary constraints and scheduling, are expected to “float” between and among classrooms. In the four period day, each teacher has students for three periods while the remaining period is used for planning. During his or her planning period the teacher is expected to be out of the classroom, allowing another teacher to “float” in. In this way, four teachers are able to share three classrooms. This allows each classroom to be used for student learning at each period of the day, and provides additional capacity to the school without an additional cost of construction and operation. Certain classrooms, such as self-contained Exceptional Children’s (EC) classes, are not eligible to float and are discounted. Each classroom, then, is equal to 1.3 adjusted teaching stations: a school with 100 classrooms could house 133 teachers without employing mobile/modular classrooms. This accomplishes almost full utilization of every classroom in a school building, but it means that, at a minimum, 25% of the teaching staff must rotate their assigned classrooms during the school day. The classroom count as adjusted for this is expressed as “adjusted classrooms.”

The definition of “classroom teacher” differs by level, as well. Recently, art and music teachers in elementary schools have not been counted as classroom teachers. As long as there is not a need for additional classrooms at a particular school, these teachers were assigned to a dedicated classroom of his or her own. Once their classrooms were needed for general education teachers, these art and/or music teachers were placed “on a cart.” This caused them to either “float” into the general education classroom of the students they were teaching that period, or instruct on the stage or similar non-instructional space. Neither is an optimum condition, but a nod to the grim reality that has been the capital and operating budgets. For the purposes of this report, these teachers will be counted as classroom teachers. At the elementary level, Computer, Physical Education (PE), English as a Second Language (ESL), and non-self-contained EC teachers are not included in the classroom teacher count, while Pre-Kindergarten and self-contained EC teachers are.

Similarly, PE and non-self-contained EC teachers are not counted at the secondary level. Arts (including Band), Career and Technical Education (CTE) and ESL teachers are, however, counted as classroom teachers in middle and high schools. Adjusted teaching stations are allocated to them. The total classrooms needed, then, are generated by school. This report is included for reference in the Appendix. For this report, the data comes from the staffing allotments and classroom counts on the 20th school

day of the 2011-2012 school year. Using these figures as a base, a projection is developed for the next decade. The classrooms needed are analyzed by school, grade level configuration, learning community, and district. This analysis leads to the development of the School Utilization Solutions (“Solutions”) document. The Solutions document immediately follows this section.

When analyzing the additional classrooms needed, action levels are set for each school. These action levels recognize both that certain levels of facility utilization are untenable and that a minimum number of students is necessary to populate a new school. The number may vary from school to school, just as classroom counts and staffing levels do, but the action level is a constant. At elementary schools, if the additional classrooms needed exceed 20% of the school’s core classroom count the school is considered overcapacity. Once the number of additional classrooms needed represent 50% of the school’s classroom count, a new elementary school is needed for relief. Explained another way, when a 39 classroom (baseline) elementary school reaches 120% utilization (or has eight additional classrooms needed), it is overcapacity; at 150% utilization (or 20 additional classrooms needed), the school requires relief.

It should be noted again, that if high school retention and graduation rates climb from their current numbers to 90% or more, the need for additional high school seats will be much greater than what is outlined here

At middle and high schools, 100% utilization represents an overcapacity condition, as this indicates that teachers are “floating.” At 100% utilization, every classroom is in use at every period, and each teacher is “floating” at least one period per day. At 110% utilization, the middle or high school requires relief. Recently, the overcapacity condition at secondary schools has been expressed as 133% utilization. This has been confusing for some of our stakeholders and has therefore been addressed by this update to the CNA. Please see the Capacity and Utilization section for further information.

This methodology should enable CMS to cap the mobile fleet near its current number of 1,000 as enrollment grows, if current projections are borne out. It also primarily allocates mobiles to elementary schools first. This recognizes three facts: first, that mobile classrooms will always be a part of the way utilization is managed. Second, elementary populations vary the most, as there are at least six (and as many as eight, in the case of the Montessori schools) grade levels contained in their facilities. Finally, there are specialized spaces needed by middle and high schools to deliver the curriculum. A mobile classroom cannot replicate a dance room or adequately replace a CTE lab. It is unfortunate that the few underutilized schools in CMS are not located where their seats are needed. There is the equivalent of 14 elementary schools, two middle schools, and four high schools in mobile and modular classrooms at any given period of the instructional day.

Currently, Planning and Project Management staff and Accountability staff are investigating the efficacy of “floating” teachers in secondary schools. The results of this study will inform the next CNA. If it is determined that sharing classrooms negatively impacts student learning, additional capacity will be included in the next update.

The Role of Student Assignment Construction of new facilities is not the only way to manage growth. Another potential means is student assignment. Either through the implementation of new student assignment methodologies, or the adjustment of existing assignment patterns, relief may be provided for over-utilized schools.

In CMS, this relief is little more than theoretical. Clearly, there are not enough seats available in existing schools to absorb the number of students housed in mobile or modular classrooms. There is no capacity for accommodating the projected growth detailed in this report, either. Some relief, however, may be provided in certain situations.

Consideration could be given to some use of “overlay districts.” Taking the new W. A. Hough High School as a case in point, a relief attendance boundary could “overlay” the existing boundaries for the schools intended for relief. In this case, those schools would have been Hopewell, North Mecklenburg and West Charlotte High schools. A proximity zone, much like those currently used at magnet schools, could be created. The proximity zone would encompass those areas directly adjacent to the new school and would be large enough to ensure that the school had enough students to justify its operation. Remaining seats would be filled by students from the schools targeted for relief, on a lottery basis. Hub-and-spoke transportation could be employed to minimize the cost of busing students across such a large geographic area. “Overlays” could provide a certain amount of relief, balanced with some amount of stability and the introduction of choice. Overlays have not be used previously because of their inability to predict the outcomes of choice.

KEY POINTS

 The ratio of classroom teachers to teaching stations is key  Growth may be accommodated by adding space and student assignment  Underutilization presents its own issues  2021-2022 projected enrollment is 152,792

NEW LEARNING ENVIRONMENTS

In the coming decade, Mecklenburg County's population is projected to grow but at a more modest rate than in the previous decade. The Charlotte Chamber of Commerce projects growth in the area to increase to 1,400,000 residents by 2020. This population increase translates to a projected PreK-12 student population of roughly 156,000.

While the rate of population growth in Mecklenburg County has slowed in the last three years, the number of children of school age continues to increase. Net in-migration remains positive, though sharply down. According to the Internal Revenue Service (IRS), tax returns filed from 1999-2008 clearly show the number of households relocating to Mecklenburg County exceeded the number leaving each year.

Migration To and From Mecklenburg County 2000 — 2008

Year Migration In Migration Out Net Gain 2008 57,744 48,503 9,241 2007 59,030 46,416 12,664 2006 56,692 42,319 14,373 2005 50,133 40,161 9,972 2004 48,829 38,952 9,877 2003 42,554 38,130 4,424 2002 42,817 40,070 2,747 2001 44,750 39,379 5,371 2000 45,155 39,926 5,229 Totals 447,704 373,856 73,898

Source: Missouri Census Data Center 2010, from data provided by IRS tax returns

Many transplants are from areas that were experiencing decline prior to the recession, or have been especially hard-hit. In 2008, Mecklenburg County has gained residents from the following states:

States in the Top 25 Counties Providing New Residents to Mecklenburg County in 2008

NY 3685 GA 359 FL 2396 PA 324 SC 1169 AZ 319 CA 950 MD 596 IL 405 OH 598 VA 402 MI 294

Meanwhile, the national average gain in student enrollment has been just over 1% per year over the past decade (U.S. Department of Education, National Center for Education Statistics). Student enrollment in North Carolina surged by nearly 23%, or 2.29% per year over the same period. In Mecklenburg County, enrollment in CMS, public charter schools, private schools, and home-school environments have all increased in the last decade. CMS has realized average annual growth of 2.4%.

Projected percentage change in enrollment in public elementary and secondary schools, by state: Fall 2008 through fall 2020

NOTE: Calculations are based on unrounded numbers. SOURCE: U.S. Department of Education, National Center for Education Statistics, Common Core of Data (CCD), “State Nonfiscal Survey of Public Elementary/Secondary Education,” 2008–09; and State Elementary and Secondary Enrollment Model, 1980–2008. (This figure was prepared February 2011.)

CMS enrollment will grow by 10% over the next decade, reaching a total of 152,792 K-12 students in 2021-2022. These figures are also bolstered by the most recent national projections. The United States Department of Education (USADE) released figures based on data compiled in March, 2009. While this is a slight increase from the 55,000,000 enrolled nationally in 2006, enrollment rates will vary greatly. Regions, states and metropolitan areas that have experienced aggressive net in-migration, such as the Charlotte Metropolitan Statistical Area (MSA), will continue to be attractive.

Local birth rates have risen sharply since February, 2002 and will remain positive. In fact, Mecklenburg County currently boasts the highest birth rate per capita of any county in the state of North Carolina. Therefore, the number of school-aged children will continue to climb if the birth rate remains at this higher rate.

The statewide average enrollment of public school students is 87.3%. Households with children comprise 32% of the households in Mecklenburg County, and K-12 students make up 26% of the county’s population. In fact, 83% of all Mecklenburg County students attend public schools. CMS captures all but 2% of that enrollment (Ann Doss Helms, Charlotte Observer Online, Aug. 3, 2009). This ratio has remained roughly steady in the last decade. Any growth in home-schooling doesn't necessarily represent a flight from public schools.

Actual and projected numbers for enrollment in elementary and secondary schools, by grade level: Fall 1995 through fall 2020

NOTE: PK = prekindergarten. Enrollment numbers for prekindergarten through 12th grade and prekindergarten through 8th grade include private nursery and prekindergarten enrollment in schools that offer kindergarten or higher grades. Since the biennial Private School Universe Survey (PSS) is collected in the fall of odd numbered years, private school numbers for alternate years are estimated based on data from the PSS. The private school numbers for 2009 are actual numbers from 2009–10 PSS. Some data have been revised from previously published figures. SOURCE: U.S. Department of Education, National Center for Education Statistics, Common Core of Data (CCD), “State Nonfiscal Survey of Public Elementary/Secondary Education,” 1995–96 through 2008–09; Private School Universe Survey (PSS), selected years 1995–96 through 2009–10; and National Elementary and Secondary Enrollment Model, 1972–2008. (This figure was prepared February 2011.)

In 2011, changes to the NC charter school law effectively eliminated the 100-school cap. Most schools require more than a year to prepare (if new ventures) or convert to charters (if existing, non-public schools). Significant impacts (if any) to CMS will not be realized until the 2014-2015 school year, at the earliest.

Therefore, the Charlotte Mecklenburg Schools “market share” has kept pace with population growth. Any growth in market share, when coupled with the focus on reducing the number of high school students who choose to “drop-out,” and added to the effects of net in-migration and an elevated birthrate, will drive the need for additional seats in CMS.

Land Use The city of Charlotte and several of the towns in Mecklenburg County have taken advantage of the current slowdown in building permits and rezoning to address land use and planning issues. Charlotte is undertaking several “Small Area Plans,” which are blueprints for future development. The town of Mint Hill has crafted a vision for their downtown and the Interstate 485 corridor. The town of Huntersville is considering a wide- reaching Adequate Public Facilities Ordinance (APFO) that may shift infrastructure costs from government agencies to developers. All of these may impact the efforts of CMS to acquire property and build schools.

Currently, CMS looks first to purchase land owned by other public entities for the siting of new schools. Mecklenburg County Park and Recreation, for example, controls over 18,000 acres. They have worked closely with CMS on numerous joint-use projects. The Mandatory Referral Process of the Joint Use Task Force of Charlotte and Mecklenburg County provides an avenue for agencies and municipalities to make parcels available for use by other bodies. There is an immediate need for CMS to acquire land. Residential developments and commercial properties have been abandoned as credit markets tightened and the economy softened. The cost of land peaked in 2008 and has been falling since.

In the future, however, there will be less land available to anyone. The loss to development of Charlotte’s renowned tree canopy has made national headlines (USA Today, July 27, 2005). If growth over the next decade begins to approach pre-recessionary levels, it may no longer be possible to purchase single parcels large enough for even an elementary school. The use of eminent domain may be the prevailing method for land acquisition. It is imperative that CMS move to acquire the parcels it identifies necessary for the future as soon as possible. This is critical from both a timing and cost perspective.

Methodology Since 1980, the Census Bureau of the US Department of Commerce has reported data for Metropolitan Statistical Areas by smaller segments. Called Transit Analysis Zones (TAZs), these segments are used for transportation and land use planning. In the TAZ model, segments are drawn to reflect similar demographics. Zones are not drawn to equalize populations or for the creation of political boundaries. Mecklenburg County is divided into 1,024 such segments. Each TAZ is given a unique alphanumeric code. Because of their size and the way they are divided, the zones provide a tool for better analysis of the statistics generated by the census.

The Charlotte Department of Transportation (CDOT) uses this externally generated data to project population and households, by TAZ, over a specific period of time. The base on which the census data is overlaid is an analysis of land available for development within the county. Using an index that assigns values to items such as infrastructure (roads, utilities) and zoning (residential, commercial, industrial), a “projected households” figure is generated for each TAZ. These projections are made in 10 year intervals (2010, 2020, and 2030). Entirely new statistics will be generated by the 2010 Census.

The Charlotte-Mecklenburg Planning Commission staff, which includes planners from each of the municipalities within the county, reviews the data and provides feedback. This input is then used by CDOT to finalize their projections. CMS staff then reviews the household projections by TAZ. Using historical data, it became possible to develop a “student generation factor” for each TAZ. The projected number of households is multiplied by the student generation factor to determine the number of projected students from each TAZ. When the method was applied retroactively, it produced results that were within +/-3% of actual student populations. These numbers are the basis of the enrollment predictions made by the CNA.

This is the last year the CNA will use data from Census 2000.

Enrollment Projections TAZs are not used to draw attendance boundaries. Currently, elementary student assignment is the basis on which the feeder model is built: students from one or more elementary schools feed a middle school; students from one or more middle schools feed a high school. Each student assignment zone consists of at least three school feeder patterns.

Review of the TAZs found that some were wholly within a single attendance boundary. Many others were divided among as many as three. Each partial or complete TAZ is manually assigned to the appropriate school feeder pattern, based upon geography as well as the number and distribution of students within the TAZ. Assignment of enrolled students to each school was done by current “market share” of each school whose attendance area included the TAZ. The number of students residing within an attendance boundary was divided by the number of students actually attending the school within that boundary. Adjustments have been made to accommodate the changes brought about by the Comprehensive Review in 2010.

In the very rare cases that there were no students within a TAZ, distribution was estimated based upon the land available for development. A “students per household” yield factor was then developed for each TAZ. This factor is based upon the 2011-2012 20th day attendance data. The students per household and the projected

households by year were used to identify the student yield per year for each TAZ, and totaled to the district-wide ten year enrollment that was calculated by the traditional cohort survival method.

As a result of the Comprehensive Review, there has been a change to magnet programs that has reduced the total number of magnet seats available system wide. Until the impacts of these changes may be felt, magnet school growth projections have been assumed to track the percentage of growth for the student population as a whole.

Economically Disadvantaged Students CMS has used a formula to allocate school staffing each year. This formula takes into account the percentage of economically disadvantaged students (“EDS”) in each school, and weighs the staffing allocations accordingly. Because the EDS number and percentage vary from school to school, and even year to year at the same school, these staffing allocations are adjusted annually. This also means that the staff to student ratios at a given school will vary year to year. This is another reason that student populations, and student ratios, are not used to project additional classrooms needed.

It is important to note that a student does not need to meet the definition of the Federal Poverty Guidelines to be classified as economically disadvantaged. Students are identified as economically disadvantaged through participation in the U.S. Department of Agriculture’s (USDA) Free and Reduced Price Lunch Program. This program has its modern roots in World War II, when many draftees arrived at boot camp with evidence of moderate to severe childhood malnutrition. A national defense initiative, it was meant to be as inclusive as possible. Household income is not the sole arbiter of eligibility for this program. Other factors include the size of the household and in certain cases, living arrangements. Families earning 130% of the federal poverty guidelines for their household size are eligible for Free lunch; families earning 185% of the federal poverty guidelines can receive Reduced Price lunches.

2011 HHS Poverty Guidelines Persons 48 Contiguous in Family States and D.C. Alaska Hawaii 1 $10,890 $13,600 $12,540 2 14,710 18,380 16,930 3 18,530 23,160 21,320 4 22,350 27,940 25,710 5 26,170 32,720 30,100 6 29,990 37,500 34,490 7 33,810 42,280 38,880 8 37,630 47,060 43,270 For each additional 3,820 4,780 4,390 person, add

SOURCE: Federal Register, Vol. 76, No. 13, January 20, 2011, pp. 3637-3638

In Mecklenburg County, the median household income is $53,158. The income per capita is $32,432; this figure accounts for all adults and children. Roughly 14.2% of all Mecklenburg County residents are at poverty level as defined by the federal government. The Federal Poverty Level is defined by both thresholds and guidelines. The poverty guidelines in the chart above are from the U.S. Department of Health and Human Services (www.hhs.gov.) and were revised for 2011. The U.S. Census Bureau defines poverty by family size and composition, and counts pre-tax salaries and benefits. More than 19% of all children aged 5-17 living in a family in Mecklenburg County meet this definition, while 56% of all CMS students are classified as economically disadvantaged. Nationally, 21,000,000 students received subsidized lunches in 2010-2011, up 17% from the

18,000,000 eligible in 2006-2007. The work done by Education Resource Strategies (ERS) has noted that there is a correlation between EDS percentage, incoming student demography, and student outcomes.

EXISTING LEARNING ENVIRONMENTS

CMS is the largest property manager in Mecklenburg County. In fact, CMS owns and/or operates over 21 million square feet of buildings under roof. For perspective, this figure is roughly equivalent to all of the Class “A” office space in Greeneville-Spartanburg, SC. The need to maintain and refresh these assets is just as great as the need to provide additional capacity for current and future students.

The needs become more pressing when several factors are taken into account. First, CMS has fewer maintenance workers in 2011 than were employed when there were only eight million square feet of buildings in inventory. Next, CMS has had to underfund maintenance in the operating budget, resulting in a deferred maintenance backlog in the amount of $132 million. Finally, almost half of the brick and mortar buildings are greater than 40 years old. Many are untouched.

It should come as no surprise to anyone that many things have changed in the last 40 years, including what AGE OF SCHOOL FACILITIES goes on in the classroom. While some 21st century education can (and is) adequately delivered in Greater than 10 84% classrooms built in the middle of the last century, this Greater than 20 80% cannot always be the case. While this is not an excuse, Greater than 30 71% instructional spaces for a more rigorous curriculum Greater than 40 45% must be available to provide students and teachers Greater than 50 22% every opportunity to be successful. Advances in Greater than 60 20% technology, such as internet connectivity and “smart” Greater than 70 10% boards require costly infrastructure investments. Even donated computers need data connections and Only 16% of all CMS school facilities adequate electrical and air conditioning. The cost to are fewer than 10 years old. provide this infrastructure may exceed the cost of the computer several times over.

Building systems have also changed. Construction techniques and materials continue to evolve. Many schools still have asbestos in their flooring or ceiling tiles. Forty years ago, architects did not design for the advent of modern air-conditioning equipment.

Older buildings are also not as energy-efficient as those built today. Each of the new schools added to the CMS portfolio are designed to be sustainable. Newer lighting systems and improved building envelopes mean that newer schools are generally much less expensive to operate and maintain.

Methodology Renovations are clearly not just about paint and new floor coverings. A comprehensive renovation must address structural issues; roofing; heating, ventilation, and air conditioning (HVAC) and controls; plumbing; instructional/information technology (IT) and low-voltage wiring for fire alarms and security systems; and meet the requirements of educators and learners. Renovations, if undertaken, must extend the life of the facility by at least another 30 years. To accomplish this with 21 million square feet of building inventory, nearly 700,000 square feet must be refreshed every decade. On this schedule, a school would receive a complete renovation once every 30 years. A facility built today should be able to serve students for the next 90 years.

Replacement schools are needed when the cost of renovating (or renovating and adding on to a non-baseline school, which is defined as a facility that does not have a requisite number of classrooms and/or is in a significantly degraded condition) nears the cost of a new facility. A hard and fast rule has not been applied, because other factors are also in play. These include the ability to remain in a current facility while the new school is being built, the time since the facility was last renovated, and the grade level configuration of the proposed replacement school.

In certain cases, another set of circumstances may exist. Either a facility may not yet be due for a complete renovation or replacement, or it may have a need too great to wait for a renovation included in the CNA. These projects are referred to as categoricals, and include specific plumbing, HVAC, or electrical work that cannot be accomplished through normal maintenance efforts. Wherever possible, multiple categorical projects have been combined to create full renovation projects. This reduces costs (including permitting), eases scheduling, and makes the best use of resources. Combining projects also keeps school populations from being disrupted several times for ongoing building system repairs and replacements.

Other categorical projects stand alone. These address elementary school playgrounds and high school athletics. The scope of work contemplated by the High School Athletics line item includes new tracks, artificial turf fields, bleachers, lighting, concessions, and field houses.

The list of categorical, renovation, and replacement school projects is compiled from several sources. The first is the deferred maintenance report, which details the projects that cannot be accomplished by the current maintenance budget. Also, the current work order management system is reviewed for number and type of calls for service.

The CMS senior portfolio managers (SPMs) conduct monthly inspections of their assigned facilities. These reports are collated and the data mined to determine scope and severity of need. Additional surveys of administration and staff are undertaken. Also, Facilities Planning and Real Estate staff visits and inspects each facility. The various data points are then used to create a ranking system, which is entered into the prioritized project list.

Improving the facility condition creates opportunity and ensures equity. Sixty-six percent of all Pre- K to 12 facilities achieved baseline standard status in fall 2010 as a result of work included in the 2007 bond referendum. This number, while not related, is in the same range as our graduation rate. Neither is acceptable.

Planning and Project Management staff is working with the Accountability Department to determine what relationship, if any, there may be among facility condition; student and staff perceptions; school performance; and the graduation rate.

KEY POINTS

There is a current need to improve existing facilities Facilities may be improved through renovation, replacement, or the accomplishment of mandates and initiatives Nearly 7 million square feet must be refreshed every decade

The 2011-2021 Capital Needs Assessment: Valuing Learning Environments Assumptions & Methodology

Assumptions In order to adequately plan for growth, certain assumptions must be made. These cover a wide range of variables, including but not limited to: School start date of 25 August. “Traditional” 10-month calendar. Current kindergarten age cut-off. Current student assignment process and boundaries. Current enrollment patterns. Current graduation rates. Current weighted staffing ratios. Four period day at middle and high schools. Mobile/modular classrooms are not intended, nor counted, as permanent capacity.

Every student in Mecklenburg County is currently guaranteed a seat in his or her “home” school. Overlay districts could modify this somewhat, guaranteeing a seat in a cluster of home schools, instead. Capacity must therefore be provided at each school within an attendance boundary. However, students have the choice of selecting a magnet school program. The magnet portfolio must also be assumed. The projections take into account the magnet programs for the 2010-11 school year. It is assumed that magnet populations will remain proportional to overall student enrollment. New magnet schools are therefore a part of the CNA.

Additionally, when speaking of new schools the following assumptions are made: 39 classroom elementary schools 57 classroom middle schools 50 classroom K-8/Pre-K - 8 Schools 100 classroom high schools

These may also be referred to as baseline schools. Prototypical or site-adaptable schools will be used in all cases to minimize design costs and time to construct. A new elementary school may be completed in fewer than 14 months; a new Pre-K-8 or middle school will be completed in 18 months or less; and a new high school will be opened in less than 24 months. The time frames noted above assume that land has been purchased, the school is fully designed, and all permits have been received.

Relative to non-instructional space:

Support space must adequately encompass all non-instructional employment. Administrative space encompasses all business functions. Administrative space must be able to adequately and efficiently support the CMS mission. Leased space is not preferred to CMS-owned property.

Charlotte-Mecklenburg Schools EXECUTIVE SUMMARY “What the best and wisest parent wants for his own child, that must the community want for all its children. Any other ideal for our schools is narrow and unlovely; acted upon it destroys our democracy.” - John Dewey

Charlotte-Mecklenburg Schools (CMS) is the 18th largest K-12 school system in the United States. CMS operates and maintains a real estate portfolio comprising more than 5,000 acres and more than 21,000,000 square feet, spread across more than 200 facilities. CMS requires a comprehensive, living document to accomplish its capital needs in the coming decade. This document cannot lose sight of the reason the school system exists, which is to provide the best education available anywhere. However, it must also express and defend the administrative needs of a system and a county that have grown exponentially in the past decade.

Any attempt to document and categorize the capital needs of a district the size of Charlotte-Mecklenburg Schools will be complex. A variety of inputs must be collected and evaluated. Inputs must then be sorted and focused on three broad categories: refresh, growth, and mandates/initiatives. Each of these categories has the intended effect of providing a safe and suitable learning environment. When this is done, students and staff feel valued. The investments made in students and their learning environments pay huge dividends.

Strategic Plan 2014 The need for a CNA was documented as Goal III in Strategic Plan 2010: Educating Our Students to Compete Locally, Nationally, and Internationally. While Strategic Plan 2014: Teaching Our Way to the Top does not specifically address the CNA, the role school facilities play in education is emphasized throughout. Providing school facilities that are equitable, healthy and safe is an absolute imperative. This plan is needs-based and data-driven, so that the process of its creation and implementation may be as transparent and as free from regional influences as possible.

Valuing Learning Environments All existing facilities, and their discrete components, have a defined lifecycle. As these systems age, negative impacts to the learning environment may occur. Leaking roofs, faulty plumbing, and a lack of heat impede instruction and do not demonstrate that we, as a community, value education. System lifecycle varies by component type; in many cases, proper maintenance can and does delay replacement. The CMS operating budget, focused as it must be on the work of educators, is unable to keep pace with the cost of maintaining our infrastructure. At some point, capital replacement is unavoidable. As a rule of thumb, each school must receive a comprehensive renovation once every thirty years. This means that nearly 700,000 square feet must be addressed each year. Currently, 45% of our schools are over four decades old. Schools of that age require immediate attention for some, if not all, systems. Failure to address these needs, as well as those driven by growth, will have both physical and fiscal consequences.

While the booming growth from in-migration that Mecklenburg County experienced from 1995 to 2005 has slowed, it has not stopped. Additionally, the birthrate in Mecklenburg County has been strong since 2001. Addressing growth means not only planning for future students, but absorbing the students who do not currently have a seat in a “brick and mortar” classroom. CMS utilizes over 900 mobile and modular classrooms to accommodate these students. While serviceable, these are not the best possible learning environments. Additional student capacity may be provided through additions to existing facilities or by the construction of relief schools. Schools near or over capacity are no longer confined solely to the suburban ring. Popular magnet programs boast significant waiting lists, indicating an inability to accommodate community preferences. Overcapacity schools impact instructional delivery, and therefore, the quality of the education being delivered. Facilities strain under these conditions, and lifecycles of equipment and systems are shortened. Underutilized facilities and smaller schools present challenges of their own. CMS has added school capacity in the past decade, support facilities have been allowed to languish.

The smallest portion of the CNA can have the greatest impact on student learning environments. This category is comprised of externally imposed mandates and internally generated initiatives. Mandates include accessibility projects and removal of asbestos. Initiatives encompass classroom air quality and classroom acoustics.

2011-2021 Capital Needs Assessment TABLE OF CONTENTS

Executive Summary

Table of Contents Charlotte-Mecklenburg Schools History Context Current Conditions

Valuing Learning Environments: The 2011-2021 Capital Needs Assessment Existing Learning Environments o Methodology

New Learning Environments o Methodology o Utilization . Capacity & Utilization by School . 10-year District Projections . Solutions Matrix

Improving Learning Environments Projects Ranking Methodology o Projects in Priority Order

Conclusions

Northeast Zone East Zone Southwest Zone Central Elementary Zone Central Secondary Zone Special Programs Support Facilities Appendices Glossary Guiding Principles County Categories and Questionnaire for Ranking Capital Projects FY2012 County Staff Capital Project Ranking FY2012 Capital Project Ordinance

CHARLOTTE-MECKLENBURG SCHOOLS History, Context, Current Conditions

HISTORY In the state of North Carolina, it is the responsibility of locally elected boards of education to ensure that a free, public education is made available to the residents of a given county (NC General Statutes, 115C). As originally envisioned, the state provides the bulk of the operating budget for these schools directly to the boards of education. Each county is responsible to provide capital funding to its corresponding board of education (NCGS 115). In Mecklenburg County, the supplement provided by the Board of County Commissioners amounts to roughly one-third of the total operating budget in addition to nearly all of the capital budget.

Charlotte-Mecklenburg Schools (CMS) was created in 1959 through the merger of the Charlotte City Schools and Mecklenburg County Schools. In 1969, the U.S. District Court ordered the desegregation of CMS as a result of Swann v. Charlotte-Mecklenburg Board of Education. The U.S. Supreme Court upheld the lower court’s ruling in 1971.

As a result of an aggressive and progressive busing initiative and explosive growth, Charlotte-Mecklenburg Schools was found to have achieved “unitary status” by the U.S. 4th Circuit Court of Appeals in 1999 in Belk v. CMS Board of Education. A new, lottery-based student assignment plan debuted in 2002, with annual modifications thereafter. The current student assignment model has been in place since 2005.

Planning and Project Management Integrated Business Planning (IBP) is at the forefront of strategy among for-profit corporations. Under the umbrella of IBP are the processes and applications which connect planning to all parts of an organization. IBP has as its objective “to bring together and improve the accuracy of the disparate strands of forward-looking activities…to foster internal alignment and enhance agility” (Integrated Business Planning, Ventana Research 2009). This strategy mandates compatibility among and across all of the planning efforts undertaken by CMS. Additionally, best practices in real estate and facilities management demand that management strategies be aligned with the “executive agenda” (Real Estate and Facilities Management: Defining a Strategic Process, Aberdeen Group, 2009). The department of Planning and Project Management was created in November 2008 to serve this role.

The department effectively reunited the areas of Student Planning and Facilities Planning, and added the primary responsibility for strategic planning for the district. The value of having all planning activities within a single group cannot be overstated. The department is led by Executive Director Mike Raible.

The Student Planning and Placement (SP&P) team, led by Executive Director Scott McCully, is responsible for annual and long-term student enrollment projections. SP&P also administers the annual student assignment lottery, for students seeking an assignment other than their neighborhood school. SP&P works with Human Resources to allocate school staff based on projections and lottery results, and manages the Family Application Center.

The Facilities Planning and Real Estate (FP&RE) team, led by Director Dennis LaCaria, is dedicated to developing the CNA and the Capital Improvement Plan (CIP); the acquisition, management, and disposition of owned and leased real estate; and planning and programming of CMS facility needs. Recent efforts include the leasing of facilities no longer in operation and undertaking a process to secure revenue through cell tower location.

CONTEXT

Joint Use and Collaboration CMS as an organization and the department of Planning and Project Management in particular, endeavors to maximize partnerships with other governments and agencies within Mecklenburg County. The department focuses most of its efforts in this arena on coordinated and collaborative planning. Past examples include the development of the new General Development Policies for Infrastructure and the Environment in the city of Charlotte, and participation in the creation of many of the city’s Area Plans. Department staff also sits on the city of Charlotte’s Capital Planning Review Team, the city of Charlotte’s Community Cabinet, and the town of Huntersville’s School Advisory Committee (ex officio).

Staff’s participation in the city of Charlotte’s capital budgeting process and Community Cabinet may be culminating in the first phase of a truly aligned and supportive joint capital planning endeavor. Ongoing conversations in the crafting of the city’s 2012 Capital Budget may result in elementary schools being a basic element for geographic planning. If this effort is successful, the next version of the CNA would incorporate these geographic areas as an input and prioritizing factor. This would result in a closed-loop of planning and investment in specific areas of the city, and leverage public and private resources far more effectively than current practices.

The FP&RE staff engages in monthly meetings of the city and county Joint Use Task Force. The Joint Use Task Force consists of planning and real estate staffers from nearly two dozen city, town and county agencies and business units. These include the planning directors from the city and each of the towns within Mecklenburg County, Mecklenburg County Park and Recreation (Park & Rec), Mecklenburg County Real Estate, Charlotte- Mecklenburg Storm Water Services, Charlotte-Mecklenburg Utilities Department, Charlotte-Mecklenburg Police Department, Charlotte Fire Department, Charlotte City Real Estate Department, Charlotte Neighborhood and Business Services, Charlotte Housing Authority, and the Charlotte Area Transit System. These meetings focus on opportunities for jointly planning and executing various projects or improvements. The Joint Use Task Force is also a review forum for real estate transactions. Before any member agency purchases or divests itself of real property, the proposed transaction is vetted by the group. This process allows members to have a “right of first refusal” when property is being sold, but also provides opportunities for two or more members to meet their individual needs with a single acquisition. Through these efforts, CMS and Park & Rec have (most recently) jointly developed the Berewick Elementary school and park site, among many other examples. To date, 70 joint use contracts are in effect between CMS and a partner agency or town.

FP&RE also participates in the Quarterly Planning Directors’ meetings. These meetings allow the planning directors from the city and each of the towns, as well as CMS, to discuss challenges and opportunities, whether individual or regional in nature. This dialogue allows all parties to understand the impacts that each has upon the others. This is especially pertinent to CMS, as the rules and regulations (including zoning) which govern schools can vary greatly from one town to another.

The FP&RE staff also meets monthly with representatives of the Charlotte Department of Transportation (CDOT), North Carolina Department of Transportation (NCDOT), Charlotte City Planning, Charlotte City Real Estate, the Charlotte Housing Authority, Charlotte Neighborhood and Business Services, and Mecklenburg County Park and Recreation.

Student Planning and Placement works with the city of Charlotte, town of Huntersville, and town of Matthews planning staff to review rezoning and proposed developments. This provides mutual benefits. It allows CMS to alert local planning staff to the potential impacts of new housing upon already oversubscribed schools. The shared information helps the Student Planning staff refine their projections and becomes an input to the CNA.

Strategic Plan 2014 Strategic Plan 2014: Teaching Our Way to the Top (SP2014) was unveiled in fall 2010. Both evolutionary and revolutionary, SP2014 has two key goals: improving teaching and managing performance. Within these goals are six areas of focus, each of which has a relation to school and administrative facilities:

 Effective Teaching and Leadership  Teaching and Learning Through Technology  Performance Management  Environment Stewardship  Increasing the Graduation Rate  Parent and Community Connections

The primary relationship between the CNA and the goals of SP2014 has been documented since the 1960s. In 1962, J.A. Thomas of Stanford University entitled his doctoral dissertation Efficiency in Education: A Student of the Relationship between Selected Inputs and Mean Test Scores in a Sample of Senior High School. This unpublished paper cited facility condition as an input to student success. Other papers on the correlation include Deteriorating School Facilities and Student Learning (L.M. Frazier, Office of Educational Research and Improvement, 1993). The American Federation of Teachers note, in their 2006 report Building Minds, Minding Buildings, that “high quality teaching and a challenging curriculum are not enough.” Further, “…the school environment cannot be separated from the academic agenda.”

Just as Strategic Plan 2014 has two overarching goals, the goals of the CNA may best be expressed as creating and sustaining learning environments that value students, teaching, and learning. While the explosive growth of the past decade has subsided, existing facilities are not sufficient to absorb the students that are already here. These same facilities must be able to deliver a 21st century education to each student they serve; frankly, some cannot.

The 2007 Bond Referendum Capital funding for schools is separate from the operating budget that provides employee salaries and instructional materials. While the Mecklenburg Board of County Commissioners (BOCC) plays a major role in both operating and capital funding streams, their sources and uses are quite different.

In November, 2007, the voters of Mecklenburg County passed a school bond referendum in the amount of $516 million. The referendum was a Capital Improvement Plan (CIP) culled from the 2006-2016 CNA. The Charlotte-Mecklenburg Board of Education (CMBE) adopted a $617 million list and presented it to the BOCC for funding. The BOCC voted to reduce the allocation to $516 million, necessitating a paring of the projects already approved by CMBE. Because of the need to focus on growth and existing facilities, several district- generated initiatives were the first to be cut.

The final bond package, approved by 68% of those voting, included 40 total projects. Seventeen projects were dedicated to managing growth, 24 for improving facilities, and two to addressing the remaining mandates and initiatives. The CIP was intended to be completed in two to three years. The following table lists the 40 projects and their projected budgets at their time of completion. The projects highlighted in yellow were previously presented to voters in 2005.

The successful passage of the 2007 bond followed much intense work by CMS staff and members of the community. The School Building Solutions Committee, a Superintendent’s Standards Review Committee, and a series of design charettes were undertaken. These all led to the creation of site-adaptable new school designs which have decreased the time and cost to construct schools. These new “prototypical” or “clone” schools also have also made the cost of replacement facilities competitive with the cost of renovations.

2007 Bond Projects

Locations

Project Cost Project

Project Type Project RunningTotal

Additions/Existing Schools Vance High $15,421,450 $15,421,450 New High Schools New HS #1 (Potential N Meck/Hopewell Relief) $50,600,000 $66,021,450 New Middle Schools New MS #1 (Potential Alexander Relief) $25,190,000 $91,211,450 Renovations Alexander Graham MS $9,741,600 $100,953,050 New Elementary Schools New ES #1 (Potential Berryhill/Steele Creek Relief) $16,896,000 $117,849,050 New Elementary Schools New ES #2 Potential Mtn Isld/Paw Creek Relief) $16,896,000 $134,745,050 New High Schools New HS #2 (Potential Butler/E Meck/Independence) $50,600,000 $185,345,050 Pre-K Centers Pre-K Addition (J. W. Grier ES) $4,506,645 $189,851,695 Renovations Amay James ES Conversion $6,190,360 $196,042,055 New Middle Schools New MS #2 (Potential Coulwood/Wilson Relief) $25,190,000 $221,232,055 Renovations Davidson IB Middle $6,227,870 $227,459,925 Renovations Pineville ES $13,296,020 $240,755,945 Additions/Renovations Ranson MS $20,672,850 $261,428,795 New Elementary Schools New ES #3 (Potential University Meadows Relief) $16,896,000 $278,324,795

J.T. Williams/Cornelius/W Meck/Pawtuckett/Coulwood/Double Oaks/Hornets Nest/Davidson/Villa Heights/University Fire Alarm Upgrades Park/University Meadows/Winding Springs/Northridge $1,628,458 $279,953,253 Auditoriums East Mecklenburg HS $4,310,625 $284,263,878 New Elementary Schools New ES #4 (Potential Lake Wylie Relief) $16,896,000 $301,159,878 Electrical West Charlotte HS $165,000 $301,324,878 IAQ/Asbestos Removal IAQ/Asbestos Removal Phase 1 $1,566,820 $302,891,698 Renovations Independence HS Phase 3 $11,695,791 $314,587,489 Paving/Sitework South Mecklenburg HS $742,500 $315,329,989 New Elementary Schools New ES #5 (Pot. Hickory Grove/Reedy Crk/Grier Rlf) $16,896,000 $332,225,989 Renovations McClintock MS $24,901,425 $357,127,414 New Elementary Schools New ES #6 (Potential Winget Park/Lake Wylie Relief) $16,896,000 $374,023,414 Roofing Olympic HS $385,000 $374,408,414 New Elementary Schools New ES #7 (Potential Washam/Torrence Crk Relief) $18,585,600 $392,994,014 High School Tracks and Fields Olympic HS $935,000 $393,929,014 Stadiums West Mecklenburg HS $5,527,500 $399,456,514 New Elementary Schools New ES #8 (Potential David Cox/Mallard Creek Relief) $18,585,600 $418,042,114 Plumbing Hawthorne HS $1,138,500 $419,180,614 Renovations Newell ES $11,270,401 $430,451,015 Renovations Bain ES $14,326,352 $444,777,367 Paving/Sitework Cornelius ES $440,000 $445,217,367 Roofing South Mecklenburg HS $271,700 $445,489,067 Renovations Garinger HS Phase 3 (incl. Science Labs) $14,280,641 $459,769,708 HVAC Hawthorne HS $4,558,400 $464,328,108 High School Tracks and Fields Garinger HS $1,485,000 $465,813,108 Stadiums Olympic HS $5,527,500 $471,340,608 Renovations Myers Park HS Phase 4 (incl. gymnasium) $14,659,392 $486,000,000 Site Acquisition Site Acquisition Phase I $30,000,000 $516,000,000 Yellow indicates 2005 bond project $516,000,000

Of the 40 projects on the above list, only eight have been completed. Two more are in the final phases of the work; the balance remains in design. This means that $300 million in voter-approved projects are yet to be undertaken. The intent, at the time these bonds were approved, was for all facilities to have been delivered by August 2013.

In the interim, Mecklenburg County finance staff and the Mecklenburg Board of County Commissioners developed a rubric to fund and deliver capital projects for all county-funded agencies and organizations. Further discussion of this rubric can be found in the Next Steps section of this report.

The BOCC and county finance staff have provided notice of a capital debt sale on October 27, 2011. This sale was buttressed by interest-free Qualified School Construction Bonds (“QSCB’s”) in the amount of $52 million. The proceeds from this sale will accomplish the following:

 On-site replacement school for Bain Elementary  Replacement school for Newell Elementary  On-site replacement school for Pineville Elementary  On-site replacement school for McClintock Middle  Completion of project at Alexander Graham Middle  Completion of project at South Mecklenburg High  Fire alarm upgrades at 13 schools

As a result of the employment of the new rubric, these projects did not align with CMBE’s priorities. Therefore, county staff has assured CMBE members and CMS staff that funding for the Torrence Creek Elementary relief school at Stumptown Road in Huntersville will be provided in spring 2012. As a result of the work of the Board last November and later strategic decisions by CMS leadership, at least two other capital projects in the 2007 bonds will be avoided. This still results in 20 projects with no firm delivery dates or funding sources known.

Bond Oversight The Charlotte-Mecklenburg Board of Education (CMBE) has several advisory bodies. Among them is the Bond Oversight Committee (BOC). Citizens who serve on the BOC are individually appointed by CMBE members. Their role is to assist in the vetting and oversight of the projects proposed and under construction. The BOC meets monthly to receive an update on CMS Capital Program Services. A bond package cannot truly be successful without guidance and assistance from the BOC.

The Mecklenburg Board of County Commissioners (BOCC) also has an advisory body related to capital needs. Known as the Citizen’s Capital Budget Advisory Committee (CCBAC), it consists of citizens appointed by individual members of the BOCC. Prior to consideration by the BOCC, a CNA and CIP must be presented to the group. Its members make recommendations on funding amounts and methods to the BOCC.

Capital funding does not have to be approved by the voters. Only General Obligation (G.O.) bonds have this requirement. Other methods available to the BOCC to meet our capital needs include Certificates of Participation (COPs) and “pay-as-you-go” project funding. COPs are similar to G.O. bonds in terms of issuance, but carry a marginally higher interest rate. “Pay-as-you-go,” or “pay/go” denotes funding from current reserves or cash on hand. Unlike bonds or COPs, no debt is actually issued. Whenever debt is sold, the full faith and credit of the Mecklenburg County government is pledged to the repayment of the obligation.

Another method of funding capital projects is public-private partnership (PPP), in which a private developer (individual or corporation) actually Capital Needs Funding Options: finances and performs the work. The project is then typically leased back from the developer, with  General Obligation Bonds ownership transferring when the terms of the  Certificates of Participation contract are satisfied. The state of North Carolina  “Pay/Go” Funding approved PPP developments in 2006, but CMS has  Public/Private Partnerships been unable to utilize this delivery method. This is primarily because the cost is higher than the debt service typically incurred by bond or COPs financing.

The Case for Continuous Improvement: A Comprehensive Review of CMS The Case for Continuous Improvement (CCI) was a Board-led effort to thoroughly examine the delivery model for education in CMS for increased efficiency and more effective learning environments. The work began with the establishment of revised Guiding Principles (see Appendices for complete version). These Guiding Principles reiterated that “home schools” are the cornerstone of our student assignment plan.

Relative to magnet schools, CMBE established three key characteristics. These included consistently high student achievement, a record of narrowing achievement gaps more quickly than “home schools,” and one or more of the following:  An academically distinct program,  Demonstrated innovation, and/or  A distinctly diverse student population

The Guiding Principles also sought predictability and stability for the student assignment plan. This will be accomplished, in part, by a review of the student assignment plan every six years. Another strategy is the determination that no student assignment decisions will be made after November 15 to impact the following school year. Diversity, the effective use of capital resources, and community involvement were also components of these principles.

Upon adoption of the Guiding Principles, CMBE undertook the first district-wide review of student assignment since 2005. This review considered the ways in which the district had changed and grown in the intervening years, and the declining operating and capital budgets juxtaposed against that period of growth. The goal of the Comprehensive Review was increased academic effectiveness and improved efficiency in district operations.

District staff from nearly every department supported the work of the Comprehensive Review. However, the primary inputs for the process included one-year and three-year student performance data (both growth and proficiency), the 2010-2011 student assignment process, facility condition information, and facility utilization data. Unlike most other districts throughout the country which have undertaken this difficult work, no single facet was the prime consideration.

A series of board workshops and public forums were conducted over more than five months. These opportunities for public participation were held at schools throughout the county to focus the work and allow for engagement. The work culminated in a vote on November 9, 2010, in which the CMBE decided to eliminate one magnet program, relocate and expand four others, and create a new one. The most contentious portion of the Comprehensive Review involved the decision to close three middle schools and one high school, while establishing eight new Pre-K-8 schools.

Another outcome of this process was to eliminate two projects from the remaining 2007 bond package, thereby eliminating the taxpayer obligations necessitated by debt service. These two projects amounted to more than $10 million in present value. This process also effectively reduced the current CNA by $125 million through the closure and consolidation of facilities that required immediate capital investment.

Some of the facilities that are no longer operating as school facilities will be repurposed for administrative occupancy. This will allow the district to opt-out of or non-renew several leases for office space. This represents a direct savings to the operating budget, which also covers salaries and benefits. Other facilities were made available for lease by others. Many non-profit agencies and schools secured low cost leases that made the operation and maintenance of those facilities the sole responsibility of the tenant. This indirect savings means that the money that otherwise would have been budgeted for the upkeep of these buildings can instead be allocated to the classroom.

All decisions made by CMBE were effective for the 2011-2012 school year, with the exception of the establishment of a new, year-round Arts magnet program at First Ward Creative Arts Academy. This will be implemented in the 2013-2014 school year.

The 2011 Operating Budget As a result of declining tax revenues at both the state and the local levels, difficult decisions by CMBE were necessary. These included the closure of the four remaining pre-kindergarten centers in the district. The pre- kindergarten classes were distributed among schools throughout the county, with the goal of situating those students where they would be attending kindergarten.

School bell times were also adjusted to improve transportation efficiency and reduce the costs associated with operating a large bus fleet. The difficult work of the Comprehensive Review, coupled with these and other operational efficiencies and a better-than-anticipated level of county funding allowed CMS to preserve school- based jobs. For the first time in three budget cycles, the district was able to increase the total number of teachers who serve our students and families.

The number of teacher jobs saved by these budget cuts can be seen in the graph below:

Teachers Saved with Budget Cuts 126

72 70 64

20 Number of Teahcer of Positions NumberSaved 7

CMS TV 2010-2011 Middle School Shuttle Stops 2010- Learning School Closures and School Closures and ($350,000 saved) Athletics 2010-2011 2011 ($3.2 M saved) Communities to Consolidations 2011- Consolidations 2012- ($1 M saved) Zones 2010-2011 2012 ($3.5 M saved) 2013 (additional $6.3 ($3.6 M saved) saved) Budget Cuts

CURRENT CONDITIONS

CMS consists of 194 owned and operated facilities, spread across more than 5,000 acres within Mecklenburg County. Our one K-12 school; 88 elementary and K-6 schools; 39 middle, Pre-Kindergarten-8, and K-8 schools; and 21 6-12 and high school campuses comprise the bulk of the real estate portfolio. This is only fitting, as the mission of the CMS is to provide the best education available anywhere. This makes it necessary to provide the best educational environment available, as well. An ambitious building program has provided over 7.3 million net additional square feet of brick-and-mortar capacity since 2000.

While this burst of school construction has not kept pace with the staggering growth in student enrollment over the same period, it has far outstripped any efforts focused on non-academic facilities. CMS operates and maintains a variety of administrative and support facilities. There is no longer a main administrative facility for the district; many administrative units have been housed in buildings that are no longer suitable for students. No new administrative or support space has been built since the completion of the Auxiliary Services campus in 1992.

CMS is currently divided into five administrative districts, referred to as zones; each is led by a zone superintendent. This is a reconfiguration of the seven administrative units formerly known as cearning communities, with a commensurate reduction in central office staff necessitated by the previously noted budget crises. Most zones are geographic constructs, encompassing urban and suburban areas of the county: Northeast, East, and Southwest. Two, the Central Elementary and Central Secondary zones, are comprised of those schools with the greatest academic challenges. For the purposes of the CNA, the zone boundaries will be the primary geopolitical subdivisions of Mecklenburg County used as the organizing elements in this document.

MECKLENBURG COUNTY AND CHARLOTTE-MECKLENBURG SCHOOLS

2000* 2011** 2021*** DEMOGRAPHIC DATA FAST FACTS (Census) (est./act.) (est.)

Persons Per Square Mile 1,322 1755.5 2,500

Population per US Census 695,454 919,628 1,315,308 Bureau 526.28 square miles % Change over ten years 36% 32.2% 36% 78% of residents live within Charlotte city limits Population Median Age 33.0 33.3 34.0 Birth Rate per 1,000 people 17.5 17.3 17.2 Number of Households Municipalities: Percentage of Households 32.1% 33.5% 34% with Children City of Charlotte; Towns of Average People per 2.5 2.49 2.48 Cornelius, Davidson, Huntersville, Household Households Matthews, Mint Hill, and Pineville Median Household Income $50,579 $56,114 $62,000

Percentage of Renters 37.7% 38% 38.4% Apartment Vacancy Rate Median Age of Housing Unit

29 20 23 (November 2011): 6.8% ↓ Choice Housing Housing Median Housing Value $141,800 $172,200 $200,000 Less than High School 13.7% 11% 9.8% Grads High School Graduates 19.9% 21% 23% STRATEGIC PLAN 2014 Goal: Improve Graduation Rate to 90%

Bachelors Degree 26.6% 25% 25% Education Graduate Degree(s) 10.5% 10% 10%

CMS K-12 Enrollment 101,359 138,012 152,792 Projected Annual Growth of 1.0% Charter School Enrollment 680 4,641 5,011 Currently at 3% of all students

Private School Enrollment N/A 19,718 24,571 Stabilizing at 12% of all students

12 Students 12 -

K Home-School Enrollment 2,040 6,296 8,190 Stabilizing at 4% of all students Cost of Living Index 100.6 86.3 (December) Percentage of Individuals Unemployment Rate (September 9.2% 10.9% Below Poverty 2011): 10.3% ↓

Economy Percentage of Families 6.6% 7.7% Below Poverty Sources: *Census Bureau, Department of Commerce; Charlotte Chamber of Commerce; **Economic and Social Research Institute (ESRI); ***Charlotte Chamber of Commerce; Department of Housing and Urban Development. 2010 Census data limited at time of report.

MECKLENBURG COUNTY History, Context, Current Conditions

HISTORY Mecklenburg County was established December 11, 1762 from Anson County, NC. The county took its name from the German home province of Queen Charlotte (wife of King George III of England), for whom the county’s largest and oldest city is named. Mecklenburg County covers 527 square miles, and is home to 890,515 residents (Charlotte Chamber of Commerce). Charlotte, the Mecklenburg county seat, is currently the 18th largest city in the U.S. In addition to the city of Charlotte, there are six towns in Mecklenburg: Cornelius, Davidson, Huntersville, Matthews, Mint Hill, and Pineville. CONTEXT The city of Charlotte operates as a council-manager system of government. Each of the towns has an elected body of commissioners, and is administrated by a town manager. Charlotte and the towns each have part-time mayors. Mecklenburg County is divided into six political districts. Both the Mecklenburg County Board of Commissioners and the Charlotte-Mecklenburg Board of Education seat elected representatives from each of six districts, as well as three “at-large” representatives.

As a result of the 2010 Census, new districts were created for both the Mecklenburg County Board of Commissioners (BOCC) and CMBE. In a change from past practice, the districts for elected officials to these two county-wide boards no longer overlap.

1 - CMBE Districts, 2011 2 - BOCC Districts, 2011

CURRENT CONDITIONS

Much has been written regarding the current economic morass. Prior to the third quarter of 2008, it was widely presumed that Mecklenburg County in general, and the city of Charlotte in particular, were recession-proof. Then the second-largest banking center in the United States (behind New York City), Charlotte was a boom- town, with a bounteous economy and corresponding population explosion.

It is easy to understand this assumption. Mecklenburg County had enjoyed a 2.8% annual rate of growth for much of the previous decade. That rate was double the state average for the same time period. The loss of a major bank, which was a strong community player, has had a significant impact on the area. Moves to diversify the corporate base have led to the recent relocations of the headquarters of Electrolux USA and Chiquita Brands International. The housing crisis nationally has slowed the amount of net in-migration to Charlotte and Mecklenburg County, but the birthrate has remained strong.

Mecklenburg County's cost of living is lower than the U.S. average. In the past, this influenced corporations and families to choose Mecklenburg County over other areas as they evaluated employment alternatives. Currently, there are 352,540 households in Mecklenburg County. Of the almost 920,000 residents of Mecklenburg County, 731,424 live within the city of Charlotte.

Employment Employment impacts both enrollment and tax revenues at the state and county levels. The economic slowdown in the southeastern U.S. initially lagged the rest of the nation. The effects of the failing economy were first felt in the third quarter of 2008. Employment decreased in all major sectors, including the typically recession-proof health services, education and other government sectors. These impacts were felt by employees of Charlotte- Mecklenburg Schools, as more than 1,300 positions were eliminated between the 2007-2008 and 2010-2011 school years:

Net Change in % Change 2007-2008 2008-2009 2009-2010 2010-2011 Positions since since 2007- 2007-2008 2008 Central Office 1,092.53 1,094.03 1,029.08 1,001.70 (90.83) -8.3%

Support 1,862.00 1,867.10 1,809.50 1,741.16 (120.84) -6.5%

Schools 14,745.04 14,634.73 14,106.36 13,647.87 (1,097.17) -7.4%

Grand Total 17,699.56 17,595.86 16,944.94 16,390.73 (1,308.84) -7.4%

Central Office Support Schools

HR, Technology, Finance, Athletics, Bus drivers (majority of total), Teachers, administrative staff, school Communications, Planning, maintenance crews, resource teachers, secretaries, teacher assistants, CSAs, Curriculum and Instruction, Auxiliary CMS employee officers, Pre-K safety custodians Services, Accountability, assistants Transportation (exc. bus drivers), Executive Staff, Zone Staff

No industry in Mecklenburg County was exempt from job losses and decline in production, as evidenced by the table below:

Average # of Average Annual Wages Annual Industry Bus. Annual Paid Wage Per Units Employment Employee Total Federal Government 76 5960 $394,326,312 $66,144 Total State Government 32 7564 $337,601,087 $44,616 Total Local Government 395 54214 $2,671,066,375 $49,244 Total Private Industry 31600 466949 $25,727,959,127 $55,120 Total All Industries 32103 534686 $29,130,952,901 $54,496 Agriculture Forestry Fishing & 29 815 $33,385,323 $40,964 Hunting Mining 13 174 $6,347,562 $36,480 Utilities * * * * Construction 2504 23539 $1,187,723,993 $50,458 Manufacturing 997 29580 $1,912,306,639 $64,649 Wholesale Trade 3209 33028 $2,071,445,066 $62,718 Retail Trade 3389 53979 $1,537,367,000 $28,481 Transportation and Warehousing 749 27359 $1,347,227,866 $49,243 Information 643 18262 $1,381,933,788 $75,673 Finance and Insurance 2314 48595 $4,814,911,185 $99,082 Real Estate and Rental and Leasing 1634 9176 $448,945,065 $48,926 Professional and Technical Services 4717 38821 $2,843,206,144 $73,239 Management of Companies & 324 23929 $2,694,786,978 $112,616 Enterprises Administrative and Waste Services 2109 44291 $1,571,640,203 $35,484 Educational Services 572 33383 $1,250,829,694 $37,469 Health Care and Social Assistance 2436 60114 $3,241,337,177 $53,920 Arts Entertainment and Recreation 440 11915 $496,048,641 $41,632 Accommodation and Food Services 2416 46359 $845,994,741 $18,249 Other Services Ex. Public Admin 2407 12711 $389,327,368 $30,629 Public Administration 75 16683 $881,535,947 $52,840 Unclassified 1112 311 $17,482,518 $56,214 Source: US Department of Commerce

According to 2010 Division of Employment Security (formerly Employment Security Commission) figures, 545,540 people are employed in Mecklenburg County. The estimated entry level average wage is $10.02 per hour, with an average across all occupations of $23.18. Further, the average hourly wage for experienced employees is estimated at $29.77.

Mecklenburg County Unadjusted Labor Force 460,049 Employed 413,984 Unemployed 46,065 Unemployment Rate 10%

The employment trend in Mecklenburg County for 2011, through the end of October, is shown below:

Source: NC Division of Employment Security

In the Charlotte-Gastonia-Rock Hill Metropolitan Statistical Area (MSA), there are 811,200 employees. Current employment figures for industry in the area appear in the table below:

Unadjusted Industry Employment Manufacturing 65.8

Trade, Transportation, and 167.6 Utilities Information 21.7 Financial Activities 69.7 Professional and Business 134.2 Services Education and Health 82.9 Services Leisure and Hospitality 88.7 Services Other Services 31.2 Government 112.6 Total 811.2 Source: US Department of Commerce

Slightly more than half of the workforce is engaged in a profession that typically requires a post-secondary education. In 2008, 89% of county residents 25 years of age and older had at least graduated from high school. 40% held at least a bachelor's degree. Eleven percent are dropouts: they were neither currently enrolled, nor had they graduated from high school.

Projections by the Division of Employment Security indicate that long-term training and/or postsecondary education will be the keys to finding jobs in the industries anticipated to grow the most in the next 5 years.

Conversely, jobs requiring little-to-no specialized training, experience, and/or postsecondary education will be in greatest decline:

North Carolina Occupational Trends Mecklenburg County Employment by Major Industry Groups in 2006 and Projected to 2016

Annualized Rate of Major Industry Group Total Employment 2006 Total Employment 2016 Growth (%)

Construction 34,600 44,570 2.6 Education and Health 75,360 99,780 2.8 Services Financial Activities 64,600 80,080 2.2 Goods-Producing 70,090 73,720 0.5

Government 21,850 26,030 1.8 Information 18,640 18,490 -0.1

Leisure and Hospitality 48,400 60,730 2.3 Manufacturing 34,890 28,600 -2

Natural Resources and Mining 600 550 -0.9 Other Services (Non- 23,170 25,770 1.1 Government) Professional/Business Services 98,480 127,040 2.6 Services-Providing 471,240 573,500 2

Trade, Transportation, and 120,740 135,580 1.2 Utilities Source: US Department of Commerce According to The Charlotte Business Journal, the largest employers in Mecklenburg County currently are:

Rank Company Name Industry 1 Charlotte-Mecklenburg Schools Education & Health Services 2 Carolinas HealthCare System Professional & Business Services 3 Wells Fargo Bank, NA Financial Activities 4 Eagle Medical Center, PC Education & Health Services 5 Bank Of America, NA Financial Activities 6 City Of Charlotte Public Administration 7 U S Air Inc Trade, Transportation & Utilities 8 Presbyterian Hospital Education & Health Services 9 Mecklenburg County Human Resources Public Administration 10 Perry Orthodpedics & Sports Medicine Education & Health Services 11 Harris Teeter, Inc Trade, Transportation & Utilities 12 University Of North Carolina Education & Health Services 13 Duke Energy Business Services, LLC Professional & Business Services 14 Wal-Mart Associates Inc Trade, Transportation & Utilities 15 Teachers Insurance And Annuity Association Financial Activities 16 Crothall Healthcare Inc Leisure & Hospitality 17 Young Mens Christian Association Other Services 18 U S Postal Service Trade, Transportation & Utilities 19 Duke Energy Carolinas, LLC Trade, Transportation & Utilities 20 Central Piedmont Community College Education & Health Services 21 AT&T Services, Inc Information 22 Onsite Companies, Inc Professional & Business Services 23 The Shaw Group, Inc Construction 24 Target Stores Division Trade, Transportation & Utilities 25 McGuire Nuclear Stations Professional & Business Services

Source: Charlotte Business Journal

Throughout the last few years, employment opportunities and promotions declined as workforce reductions were implemented across all sectors in Mecklenburg County. Fewer households are therefore willing or able to relocate; many struggle to remain in their current housing. The net impact on CMS, thus far, has been a slowing in the annual rate of student enrollment growth.

Housing

Major declines in the stock market and devastating losses within pension and personal retirement plans, coupled with job insecurity, caused many households to adjust budgets and reduce spending. Some were attempting to hang on to what was their largest asset: their homes. In November 2011, the Consumer Confidence Index had risen just over 15 points to 56%. However, the Case-Shiller Home Prices Index shows national home prices down another 4% between August 2010 and August 2011. This means that, across the country, home prices have fallen over 30% since the market started dropping in 2006.

This means that almost 25% of all homeowners are “upside-down” on their home loans. Foreclosures follow the loss of value. Charlotte and Mecklenburg County have experienced both of these issues. As one of the twenty markets (“Composite of 20”) considered by Case-Shiller, Charlotte is evaluated quarterly. Only two of the Composite of 20 saw an increase in home prices in the period between August 2010 and August 2011.

Housing remains central to the recovery in Mecklenburg County. Construction of homes translates to jobs. Residential real estate represents the average family single biggest financial asset. While homes can be purchased well below their value in 2006, homeowners elsewhere face the same issues with selling homes in their communities in order to relocate. The housing/jobs cycle also means there is less to attract a family to any given area of the United States.

While this creates opportunities for CMBE to purchase and land bank additional real estate at values below the 2006 market, the impact on revenues generated through construction, real estate transfers, and property taxes means less capital funding is available for that use.

The sole bright spot in the residential market currently is multi-family housing starts. Rezoning petitions filed with the city of Charlotte’s planning staff have been on the increase since mid-summer 2011, with many being multi-family developments.

Rezoning Permits by Year 200

150

100

50

0 2007 2008 2009 2010 2011

Rezoning Permits by Year

The demand for apartments has increased as a result of increased foreclosures, loss of employment, and lack of access to credit for marginal buyers. The apartment vacancy rate in Charlotte decreased to 6.8%, even with new projects coming online. The average rent is at $780 per month. Both of these figures are improvements over the same period last year.

There continues to be a decreased number of households able to relocate to Mecklenburg County than in the mid 2000s, due to several factors. This trend is expected to continue for the next three-to-five years. If so, it can be expected that there will be fewer new residents in Mecklenburg County. This may mean that the primary enrollment growth seen by CMS in the next few years would be driven entirely by the birthrate, with the only new students entering Kindergarten.

Commercial Real Estate

Local commercial brokers and sources within the city of Charlotte planning department use many tools to project expected growth. One tool readily available is statistics on office space occupancy. While manufacturing and retail contribute to the job pool, population increases may readily be measured and projected by using office occupancy alone. As the amount of office space occupied increases, the area’s population increases.

Conversely, rising vacancy rates and available square footage indicate that fewer workers are needed and the population will soon adjust downward. Charlotte currently has more than 48 million square feet of office space in the Center City and suburbs. Roughly 14% of this is unoccupied, with the Center City seeing vacancy rates of 7.6% and a vacancy rate approaching 20% in all other commercial centers. Charlotte is viewed as still in a recessionary period relative to the commercial real estate cycle.

It is anticipated that state and local governments can and will continue to offer incentives to employers. These may take a number of forms, and will be focused on retaining current businesses as well as attracting new ones. The most recent example is the $22,000,000 package that helped entice Chiquita Brands International to relocate its global headquarters to Charlotte. Of that amount, $2,000,000 will be borne by Charlotte taxpayers alone, with the balance coming from the state of North Carolina. However, among the positive impacts of this move is the fact that Charlotte’s commercial vacancy rate will fall nearly a full percentage point.

Many factors, beyond tax breaks, are weighed by corporations seeking to invest in a community. Geography, climate, utilities, and transportation networks all play a role. Mecklenburg County, and Charlotte, benefit from several advantages in these areas. A factor that cannot be overlooked is an educational system that adequately prepares individuals for college and the workforce. This report details the next steps taken to provide an environment in which this can happen.

KEY POINTS

Mecklenburg County remains an attractive place to live Employment and housing markets impact student enrollment Enrollment growth rates will slow until these conditions change, but will not stop or reverse direction