Needs Assessment Committee 2008 ANNUAL REPORT - APPENDIX

SHELBY NEEDS ASSESSMENT COMMITTEE COUNTY

GOVERNMENT NNUAL EPORT 2008 A R

Prepared by DeJONG Inc., December 12, 2008 Approved January 8, 2009 Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

Acknowledgements

The Needs Assessment Committee [NAC] would like to acknowledge the efforts of the organizations and individuals who assisted in developing the 2008 Annual Report. The NAC extends its appreciation to the Shelby County Commissioners and Mayor A C Wharton, Jr. for providing support and guidance as it continues to identify the short term and long term facility needs of Memphis City Schools and Shelby County Schools.

Shelby County Board of Commissioners Needs Assessment Committee

Commissioner Deidre Malone, Chairman Nisha Powers, Chairman Commissioner Joyce Avery, Chairman Pro Tempore Cato Johnson, Vice-Chairman Commissioner Henri Brooks Scott Fleming, Vice-Chairman Commissioner Wyatt Bunker Jay Weatherington, Secretary Commissioner Mike Carpenter Sidney Chism, County Commissioner Commissioner Sidney Chism Mike Ritz, County Commissioner Commissioner George Flinn, Jr. Tomeka Hart, President, Memphis City Schools Commissioner Joseph Ford David Pickler, Chairman of the Board, Commissioner J.W. Gibson, II Shelby County Schools Commissioner James Harvey Aubrey Howard Commissioner David Lillard Commissioner Steve Mulroy Grace Hutchinson (non-voting) Commissioner Mike Ritz Maura Sullivan (non-voting)

Shelby County Government

A C Wharton, Jr., Mayor

DeJONG Inc. P a g e 1

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

Letter from the Chairman

DeJONG Inc. P a g e 2

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

During 2008, the NAC continued with its charge of identifying the short and long term capital school needs for both school systems. School capital projects are to be submitted first to the NAC for review prior to the commission appropriating county capital funds to the requesting school district. The following pages summarize actions and research accomplished by the NAC during 2008.

Projects Approved by the NAC

On April 10, 2008, a motion was approved by the NAC for projects to be funded by the $11.5 million available in pay as you go funding. On June 16, 2008 a resolution amended the FY2008 Capital Improvement Budget and appropriated school capital funds in the amount of $11.5m. The funds were appropriated utilizing the current year ADA percentages allocating $8.0m to Memphis City Schools for renovation projects at Fairview and Humes Middle Schools, and allocating $3.5m to Shelby County Schools for a renovation project at Shadowlawn Middle School.

Recommended to County Commission for Capital Funding FY 2009

Recommendations for the school system capital requests are identified below. Further description and justification of each project is available beginning on page 2 in the Appendix of this report.

Memphis City Schools

Priority Project Estimated Cost 1 Riverwood K-5 $24,265,185 2 White Station HS $16,241,300 3 Colonial MS $26,888,976 TOTAL $67,395,461

Shelby County Schools

Priority Project Estimated Cost New Southeast Area ES/MS (1200 Capacity)* $13,500,000 1 New Arlington/Lakeland Area ES/MS (1000 Capacity)* $14,000,000 2 14 Classroom Addition Macon-Hall ES (300 Capacity) $ 2,500,000 3 30 Classroom Addition Collierville HS (500 Capacity) $ 4,700,000 4 Replace Elmore Park MS (750 Capacity) $13,500,000 TOTAL $48,200,000 *Currently under construction Cost per Square Foot Analysis

DeJONG Inc. P a g e 3

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

The following construction cost per square foot guidelines were established in 2005 by the NAC to include construction costs and standard site development only. Land acquisition, soft costs, and development of athletic facilities were not included.

Cost per Square Foot [2005 dollars]

Grade Level Cost per Square Foot Elementary $97 - $107 Middle School $99 - $109 High School $122 - $134

Sources such as School Planning & Management and RSMeans estimate that the cost of school construction has increased approximately 20% since 2007 depending on grade level. Based upon data provided by both school systems, the NAC recommends the following revised cost per square foot guidelines, approximately 15% above the 2005 guidelines. Further discussion and additional data is available on page 8 in the Appendix of this report.

Cost per Square Foot [2008 dollars]

Grade Level Cost per Square Foot Elementary $110 - $120 Middle School $115 - $125 High School $140 - $150

Demographics

Looking at the past 10 years, Memphis City School System enrollment has declined by 5.6% or 6,652 students. Conversely, the Shelby County School System has increased by 5.8% or 2,914 students. It is important to note that both school systems experienced a loss in enrollment this past year.

When combining the school systems, enrollment has decreased by 2% or 3,738 students for a total of 158,652 K-12, PreK, Special Education and Charter School students. Estimates developed this year by DeJONG, indicate this number will continue to decline slightly, leveling off between 156,000 and 158,000 over the next ten years.

At the time of this report, the dates of annexation movement is anticipated to be 2011 [Countrywood- Eads, Berrhyill, and South Cordova] and 2013 [Southwind-Windyke]. The following graphs illustrate enrollment projections with and without the annexations. Further detail regarding local demographics, housing, birth rates, and historical enrollment is provided in the Background Report, starting on page 17 in the Appendix of this report.

DeJONG Inc. P a g e 4

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

Memphis City Schools: K-12 Projected Enrollment Shelby County Schools: K-12 Projected Enrollment 2009-10 to 2018-19 2009-10 to 2018-19 112,000 50,000 110,000 48,000 108,000 46,000 106,000 44,000 104,000 42,000

102,000 40,000

Without Annexations After 2011 and 2013 Annexations Without Annexations After 2011 and 2013 Annexations

Source: DeJONG Inc.

Facility Statistics

The following table indicates that Memphis City Schools has 105,575 students in over 17 million square feet of educational space. The average age of a MCS school facility is 43 years. On average, approximately 163 square feet of space is provided per student. Please note, the numbers below do not include charter schools, homebound students, and other specialized programs that may be housed in leased spaces or locations not necessarily owned or operated by MCS. Total 40-day enrollment was 111,226 students for the 2008-09 school year.

The following table indicates that Shelby County Schools has 47,409 students in over 6 million square feet of educational space. The average age of a SCS school facility is 26 years. On average, approximately 135 square feet of space is provided per student.

Middle 11,400 12,800 1,400 25 1,380,097 121 210 High 13,983 15,500 1,517 29 2,252,959 161 294 GRAND TOTAL 47,409 51,549 4,140 26 6,391,717 135 1,005 Source: Shelby County Schools

DeJONG Inc. P a g e 5

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

The preceding tables indicate overall utilization rates of 88% for MCS and 92% for SCS. As was concluded in the NAC Demographics Report, May 2007, the current need for new school infrastructure is more a consequence of student migration than overall enrollment growth. In other words, even though the districts are not at an overall utilization of 100%, the existing facilities are not necessarily located in proximity to the current student population.

Furthermore, the addition of Pre-K programs within both school systems is going to be expanded into the future. In fact it is the intent of MCS to open 25 new classrooms to serve approximately 500 additional students in the Fall of 2009 with plans for further expansion over the next two years. Additional efforts to utilize excess space in MCS facilities are currently in the planning stages.

Further detail regarding capacity, program initiatives, and square footage allotted per student is available on page 31 in the Appendix of this report. In addition, individual school facility statistics are available on page 69 in the Appendix.

Portable Data

The tables below indicate that there are a total of 456 portable units currently located on school campuses within the two school systems at an average age of 20.5 years old. Please note that one portable unit may include more than one classroom or is considered a double or triple unit in order to accommodate a larger program space, such as band. In addition, the numbers below include all units on a school campus even if they are not being utilized as a classroom but for another purpose such as administration or storage. Further detail of each unit by school is available. Further discussion regarding portables is available on page 34 in the Appendix of this report.

Memphis City Schools Shelby County Schools Portable Statistics Portable Statistics

Average Age Grade Level Units Average Age in Years School Units in Years Elementary 259 19 Middle 13 22 Elementary 105 19 High 9 26 Middle 23 26 Other/Alt. Schools 16 23 High 20 23 Grand Total 308 20 Total/Average 148 21 Source: Memphis City Schools Source: Shelby County Schools

Next Steps

The school systems and the Needs Assessment Committee will continue to face challenges, particularly in today’s economic climate. The NAC has designated June 30, 2009, as the submittal deadline of each system’s 5-year Capital Plan. Committing to this deadline is part of an overall effort to develop a comprehensive road map that will provide clear direction on how to address facility needs. This will require continued collaboration between the educators, administrators, policy makers, community members and the Shelby County Government.

The following pages provide a schedule and overview of capital expenditures for the school systems from 2006 to 2011.

DeJONG Inc. P a g e 6

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

Memphis City Schools Capital Construction Projects

The following list of capital construction projects was provided by the Memphis City Schools and includes new construction, additions and renovations at or above $1m as expended by year. The following costs do not include land acquisition or development of athletic facilities. Individual project detail is provided beginning on page 37 in the Appendix of this report.

Capital Project Description Expended MCS School Item Cost Approved FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 TOTAL Expended MCS Douglass High School New school $ 26,169,619.00 8/2001 $ - $ 938,421 $ 15,488,381 $ 9,742,817 $ - $ - $ 26,169,619 MCS Manassas High New school $ 25,946,818.00 3/2002 $ 1,717,550 $ 13,383,859 $ 9,995,831 $ 849,578 $ - $ - $ 25,946,818 MCS Riverwood K-5 New school $ 24,265,185.00 12/2007 $ - $ - $ 704,718 $ - $ - $ - $ 704,718 MCS White Station Middle New school $ 22,421,701.00 5/1999 $ 2,437,813 $ 13,465,435 $ 4,658,593 $ 1,859,860 $ - $ - $ 22,421,701 MCS Colonial Middle replacement New school $ 26,888,976.00 12/2007 $ - $ - $ 1,311,375 $ 7,025,000 $ 13,302,601 $ 5,250,000 $ 26,888,976 MCS Fairview MS Renovation - Phase I Renovation $ 2,166,900.00 5/1/2006 $ - $ 11,103 $ 1,102,779 $ 1,053,018 $ - $ - $ 2,166,900 MCS Fairview Middle Phase 2 $ 7,632,640.00 04/10/2008 $ - $ - $ - $ - $ - $ - $ - MCS Humes Middle Phase 2 (remainder) Renovation $ 9,224,040.00 04/10/2009 $ - $ - $ - $ - $ - $ - $ - MCS Humes MS Renovation - Phase I Renovation $ 2,714,220.00 5/1/2006 $ - $ 6,371 $ 1,069,332 $ 1,638,517 $ - $ - $ 2,714,220 MCS White Station High Renovation $ 16,241,300.00 12/2007 $ - $ - $ - $ - $ - $ - $ - MCS Georgian Hills Middle Renovations $ 7,429,286.00 5/1/2006 $ - $ - $ - $ - $ - $ - $ - MCS Fairley Auditorium Project $ 2,436,000.00 12/4/2006 $ - $ - $ 32,352 $ 2,398,499 $ - $ - $ 2,430,851 MCS Ridgeway Conversion Project $ 1,000,000.00 4/21/2008 $ - $ - $ - $ - $ - $ - $ - MCS Whitehaven High Classroom Project $ 1,000,000.00 12/4/2006 $ - $ - $ - $ - $ - $ - MCS Wooddale High Addition Addition $ 6,500,000.00 12/2007 $ - $ - $ 219,416 $ 6,280,584 $ - $ - $ 6,500,000 MCS Snowden School ADA/Defer. Maint. $ 1,525,271.00 12/4/2006 $ - $ - $ - $ - $ - $ - $ - MCS Southside High School ADA/Defer. Maint./Conversion $ 1,420,662.00 12/4/2006 $ - $ - $ - $ - $ - $ - $ - MCS Treadwell High ADA/Defer. Maint./Conversion $ 3,154,143.00 12/4/2006 $ - $ - $ - $ - $ - $ - $ - MCS Critical Deferred Maint. 05-06 Deferred Maint. $ 14,500,000.00 2008 $ 908,726 $ 5,275,229 $ 960,588 $ 7,355,457 $ - $ - $ 14,500,000 Total $ 202,636,761.00 $ 5,064,089 $ 33,080,418 $ 35,543,367 $ 38,203,329 $ 13,302,601 $ 5,250,000 $ 130,443,803 Source: Memphis City Schools

Appropriated by MCS Board Not Appropriated by MCS Board

DeJONG Inc. P a g e 7

Shelby County Government 2008 ANNUAL REPORT Needs Assessment Committee

Shelby County Schools Capital Construction Projects

The following list of capital construction projects was provided by the Shelby County Schools and includes new construction, additions and renovations at or above $1m as expended by year. The following costs do not include land acquisition or development of athletic facilities. Individual project detail is provided beginning on page 55 in the Appendix of this report.

Capital Project Description Expended TOTAL SCS School Item Cost Approved FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 Expended SCS Bailey Station E New construction $ 12,000,000 02/26/04 $ 12,516,009 $ 841,173 $ 13,357,182 SCS Bon Lin E New construction $ 11,000,000 02/26/04 $ 10,543,337 $ 10,543,337 SCS Mt. Pisgah M New construction $ 12,000,000 02/26/04 $ 344,281 $ 8,021,777 $ 3,354,827 $ 11,720,885 SCS Collierville E New construction/Reno $ 8,000,000 02/26/04 $ 7,591,811 $ 7,591,811 SCS Bon Lin M New construction $ 13,000,000 11/30/06 $ 700,923 $ 1,282,099 $ 9,301,972 $ 11,284,994 SCS Bartlett E Roof replacement $ 900,000 11/30/06 $ 609,190 $ 502,804 $ 1,111,994 SCS Riverdale E Roof replacement $ 950,000 11/30/06 $ 367,299 $ 163,854 $ 531,153 SCS Arlington E * Addition $ 1,750,000 01/25/07 $ 1,452,590 $ 140,320 $ 1,592,910 SCS Highland Oaks E* Addition $ 1,750,000 01/25/07 $ 1,337,530 $ 289,396 $ 1,626,926 SCS Rivercrest E* Addition $ 1,750,000 01/25/07 $ 1,453,697 $ 129,076 $ 1,582,773 SCS Southwind E Addition $ 2,400,000 01/25/07 $ 16,288 $ 1,452,969 $ 1,469,257 SCS Southwind M* Addition $ 1,750,000 01/25/07 $ 1,342,231 $ 294,877 $ 1,637,108 SCS Northeast E New construction $ 13,500,000 01/25/07 $ 1,793,090 $ 1,793,090 SCS Southwind H New construction $ 48,000,000 01/25/07 $ 6,822,118 $ 30,033,084 $ 7,443,230 $ 44,298,432 SCS Chimneyrock E Roof replacement $ 700,000 01/25/07 $ 433,903 $ 240,550 $ 674,453 SCS Southeast M New construction $ 14,000,000 03/26/08 $ 1,800 $ 1,614,841 $ 1,616,641 Total $ 143,450,000 $ 38,952,382 $ 46,999,308 $ 26,481,256 $ - $ - $ 112,432,946 Source: Shelby County Schools

DeJONG Inc. P a g e 8

Needs Assessment Committee 2008 ANNUAL REPORT - APPENDIX

Page Capital Project Requests MCS 2 SCS 5 Cost per Square Foot Report 9 Background Report [Enrollment Projections] 18 Facility Statistics Report 32 Portable Data 35

Individual Project Sheets 37

Individual School Data Pullout Sheets

Prepared by DeJONG Inc. 1 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 2 NAC 2008 Annual Report - APPENDIX MEMPHIS CITY SCHOOLS FY2008 - FY2009 CAPITAL IMPROVEMENT PROGRAM Proposed December 2008

PROJECTS Estimated Cost New Middle School at Kate Bond (1200 Capacity) $25 million¹

New Northeast Region High School (min. 900 Capacity) $40 million²

New Elementary Addition, SE Region (20 Classrooms) $7 million

Avon Lenox Renovation (Renovation includes ADA) $3 million

Demolition (Capleville, Locke, Longview, Florida, South Area Office) $3.5 million

TOTAL COST: $78.5 million

Footnotes: ¹ - MCS currently owns land. ² - Two-year phased project cost. $5 million is budgeted in the 2008-2009 budget year for land acquisition. This cost estimate is based on a 1,200-1,500 student capacity to absorb future growth. The minimum capacity required for current annexations is 900. * Please note that no capital for Critical Deferred Maintenance is being requested until the 2010-2011 school year.

Prepared by DeJONG Inc. 3 NAC 2008 Annual Report - APPENDIX 2 2008 Annual Report - APPENDIX Kate Bond Middle and Northeast Region High School

NE Region Schools, including the new Kate Bond Middle and new NE High school, (along with Riverwood Elementary, approved in the 2007-2008 Annual Capital budget and with the assumption of Chimneyrock Elementary and possibly Dexter Elementary and Dexter Middle) will:

o accommodate the Countrywood-Eads/Berryhill (2,550) and South Cordova (700) annexation area students o eliminate 12 buses from Kate Bond Middle area to Cordova Middle o eliminate Shelby Oaks Elementary satellite and 5 buses o enable a future opportunity for grade and boundary changes in Kingsbury-area schools to relieve severe overcrowding (area schools between 91% and 161% utilization) o reduce Cordova High enrollment bringing it just under capacity (Cordova currently at 131% utilization)

Southeast Region Elementary 20 Classroom Addition ($7 million) This addition will help relieve severe overcrowding in the SE Region (area elementary schools operating between 90% and 120% utilization). This addition, in conjunction with planned future improvements in the SE Regions will: o Reduce need for additional portable classrooms (132 portables existing in SE Region) o allow for the elimination of bussing to Ross and Evans Elem and Wooddale and Kirby Mid o provide opportunity for Oakhaven 7-12 conversion to 9-12 (Oakhaven is the last 7-12 school) o address the existing overcrowding problems within the SE Region now so that they will not be further exacerbated with the pending annexation of the Southwind/Windyke area (479 students and no school structures included within the annexed area) and the anticipated Southeast Memphis Extended annexation area (5,381 students )

Avon Lenox Renovation ($3 million) Avon Lenox is a 100% CDC school for 15 to 22 year olds. The renovation will include all ADA improvements including bathrooms, elevator, water fountains and ramps. This project will also include repairs or replacement of roof, boiler/chiller and windows.

Demolition ($3.5 million) These funds will be used to demolish Capleville, Locke, Longview, Florida and the South Area Office since these facilities have been closed.

Prepared by DeJONG Inc. 4 NAC 2008 Annual Report - APPENDIX 3 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 5 NAC 2008 Annual Report - APPENDIX 4 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 6 NAC 2008 Annual Report - APPENDIX 5 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 7 NAC 2008 Annual Report - APPENDIX 6 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 8 NAC 2008 Annual Report - APPENDIX 7 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

Background

There are dozens of variables that affect the cost of construction. They vary in degree, in the ability to be quantified, and the potential effect they may have on a project. The objective of the Needs Assessment Committee is to establish a baseline cost per square foot. In 2005, a side by side list of construction standards from both districts was developed in order to analyze the points of divergence that cause cost variances between Memphis City and Shelby County School Systems.

The largest of these is a mandatory wage rate and benefits package, commonly called Prevailing Wage that is required by Memphis City government for all city funded projects within the city. Prevailing Wage is defined as the hourly wage, usual benefits and overtime, paid in the largest city in each county, to the majority of workers, laborers, and mechanics. Prevailing wages are established, by the Department of Labor and Industries, for each trade and occupation employed in the performance of public work. They are established separately for each county, and are reflective of local wage conditions.

Memphis City Schools submitted figures from the actual pay applications formula for the following new construction projects: Douglass HS, Manassas HS, White Station MS, and Colonial MS. Prevailing wage rates per hour were provided per the number of persons per trade on each project. The dollar amount for all trades personnel was multiplied time eight hours per day, five days per week, and times the number of weeks for the duration of the project. The resulting cost factor was approximately 7% of total construction cost goes toward Prevailing Wage.

The Shelby County government and the Shelby County School System do not have a Prevailing Wage requirement. Experience has shown that Prevailing Wage can result in an additional cost factor as high as 15%. In 2005, it was recommended to utilize an 11% cost factor, based upon a study conducted by the University of Memphis.

Because of the many variables involved, the following construction cost per square foot guidelines were established to includes construction costs and standard site development only. Land acquisition, soft costs, and development of athletic facilities were not included.

Cost per Square Foot [2005 dollars]

Grade Level Cost per Square Foot Elementary $97 - $107 Middle School $99 - $109 High School $122 - $134

Today’s Costs

According to School Planning & Management’s 2008 Annual School Construction Report, the total dollars spent on school construction nationwide has increased by 3.2% while the cost per sq. ft. of new building increased by more than 6% as compared with the previous year. As a result, school districts increased spending on new school buildings from 2006-2007, but they actually completed fewer buildings.

The same report offers the following Profile of New Schools Currently Underway based on the school districts that participated in their nationwide survey compiled by Market Data Retrieval, a company of

DeJong, Inc.

Prepared by DeJONG Inc. 9 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

D&B. School Planning & Management takes the raw information and compiles it into national and regional estimates. As this is a self reported survey, it is difficult to ascertain which factors were taken into account such as FFE, local labor market, or site preparation. The numbers can provide an indication of the school construction market, however, they cannot tell you what ought to be spent.

National $/Sq. Ft. $/Student Sq. Ft./ # of Building Size Building Medians Student Students [sf] Cost Elementary $157.05 $19,685 124.0 700 82,000 $12.9m Middle $162.50 $23,529 146.6 850 120,000 $20.0m High $171.43 $29,289 166.0 1,400 223,500 $40.6m Source: The 2008 Annual School Construction Report, School Planning & Management, February 2008

School Planning & Management’s 2008 Annual School Construction Report also provides regional figures for 12 areas of the U.S. Tennessee is included in Region 4 along with Kentucky, North and South Carolina. These are currently considered areas of growth compared with the rest of the country. The Region 4 numbers illustrated below, indicate that Region 4 is close to the national mean, being slightly lower for elementary and high school construction, while slightly higher for middle school construction.

Region 4 $/Sq. Ft. $/Student Sq. Ft./ # of Building Size Building Medians Student Students [sf] Cost Elementary $154.64 $19,766 124.2 700 83,350 $13.0m Middle $164.79 $24,265 149.7 864 130,950 $21.1m High $160.69 $27,750 170.3 1,478 224,602 $35.9m Source: The 2008 Annual School Construction Report, School Planning & Management, February 2008

Cost Breakdown

Since the cost of construction varies regionally, it Site Site Purchase may be helpful to review how the dollars are Development 2% divided. The chart to the right identifies by 9% percentage, how the median new K-12 project completed in 2007, divides the cost of a new th school according to the 34 Annual Official FFE Education Construction Report, American School 14% & University, May 2008. In reality, there are exceptions to every rule, for example, there may Fees/Other not be a site purchase in conjunction with a new 8% Construction school or architectural fees may be lower with Cost the use of prototypical design. The numbers 67% provided in this report provide benchmarks and an order of magnitude, but will not be an exact measure by which every school construction project can be compared.

Source: 34th Annual Official Education Construction Report American School & University, May 2008

DeJong, Inc.

Prepared by DeJONG Inc. 10 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

A nationally recognized source of data for construction costs is maintained and published by RS Means Company. This data is a national standard utilized by cost estimators to develop proposals and bids for new construction. RS Means data is compiled for material and labor costs by local regions and adjustment factors are established from this information to modify and customize the broad based cost for a specific region.

RS Means issues Square Foot Costs for Residential, Commercial, Industrial and Institutional construction annually. The square foot costs on the following page compare 2007, 2008, and 2009 based upon the RS Means national averages for materials and installation with an applied regional factor for Memphis, TN. The Common Additives were selected by DeJONG based on previously submitted specifications by both school systems in 2005. These include:

Gymnasium Bleachers [300 ES, 600 MS/K8, 300 HS] Clock Systems Flagpole Kitchen Equipment Sound Systems Auditorium [seating for 700 at the HS level only]

DeJong, Inc.

Prepared by DeJONG Inc. 11 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

2007 RS Means Costs Construction Costs Soft Costs Subtotal Regional Factor Memphis Cost / SF School Type Construction Contractor Fees Additives TOTAL 7% Elementary School $ 85.43 $ 21.39 $ 2.36 $ 109 $ 7.48 $ 117 0.87 $ 101 [1 story, 45,000 s.f.] Jr High/Middle School $ 92.44 $ 23.12 $ 2.68 $ 118 $ 8.09 $ 126 0.87 $ 110 [2 story, 110,000 s.f.] High School $ 89.93 $ 22.50 $ 2.69 $ 115 $ 7.87 $ 123 0.87 $ 107 [2-3 story, 130,000 s.f.]

2008 RS Means Costs Construction Costs Soft Costs Subtotal Regional Factor Memphis Cost / SF School Type Construction Contractor Fees Additives TOTAL 7% Elementary School $ 104.53 $ 26.12 $ 2.49 $ 133 $ 9.15 $ 142 0.86 $ 122 [1 story, 45,000 s.f.] Jr High/Middle School $ 111.70 $ 27.93 $ 2.75 $ 142 $ 9.77 $ 152 0.86 $ 131 [2 story, 110,000 s.f.] High School $ 109.71 $ 27.39 $ 2.79 $ 140 $ 9.60 $ 149 0.86 $ 129 [2-3 story, 130,000 s.f.]

2009 RS Means Costs Construction Costs Soft Costs Subtotal Regional Factor Memphis Cost / SF School Type Construction Contractor Fees Additives TOTAL 7% Elementary School $ 118.93 $ 29.76 $ 2.51 $ 151 $ 10.41 $ 161.61 0.86 $ 139 [1 story, 45,000 s.f.] Jr High/Middle School $ 121.37 $ 30.31 $ 2.87 $ 155 $ 10.62 $ 165.17 0.86 $ 142 [2 story, 110,000 s.f.] High School $ 118.08 $ 29.54 $ 2.94 $ 151 $ 10.33 $ 160.89 0.86 $ 138 [2-3 story, 130,000 s.f.]

DeJong, Inc.

Prepared by DeJONG Inc. 12 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

The following charts indicate that there have been significant increases in school construction over the past three years. Between 2007 and 2008, the increases were approximately 20% across all grade levels. From 2008-2009, the increases were just about half of the prior year, but still quite significant.

2008 RS Means Costs Difference 07-08 % Increase School Type

Elementary School $ 21 21% [1 story, 45,000 s.f.]

Jr High/Middle School $ 21 19% [2 story, 110,000 s.f.] High School $ 22 20% [2-3 story, 130,000 s.f.]

2009 RS Means Costs Difference 08-09 % Increase School Type Elementary School $ 17 14% [1 story, 45,000 s.f.] Jr High/Middle School $ 11 9% [2 story, 110,000 s.f.] High School $ 10 8% [2-3 story, 130,000 s.f.]

DeJong, Inc.

Prepared by DeJONG Inc. 13 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

Memphis City Schools

The following list of capital construction projects was provided by the Memphis City Schools and includes new construction, additions and renovations at or above $1M as expended by year. The following costs do not include land acquisition or development of athletic facilities.

Approved by Board and on the books Not Approved and not on books

DeJong, Inc.

Prepared by DeJONG Inc. 14 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

Memphis City Schools

The following capital project construction cost analysis was provided by the Memphis City Schools. It is important to remember that the following projects are at different stages of development and the costs reflected below may reflect the original budget, original bids, or final costs. The most recent available costs are shown below and are defined as follows.

Land Acquisition: Site purchase if applicable Building: bricks and mortar Site or Offsite Development: grading, drainage, landscape, irrigation, environmental, utilities, roads, etc. FFE: Furniture, fixtures, and equipment Soft Costs: Architectural/Engineering fees, permits, etc. Other/Contingency: A quantity added to a budget or schedule to allow for uncertainty Project Cost/Sq. Ft.: Total cost minus land acquisition/ square footage

Capital Project Description Cost Breakdown New Expended to New Project Total Cost Site/OffSite Other/ Date Building Cost/ MCS School Item Cost SF Land Aq. % Building % Dev.** % FFE % Soft Costs % Contigency % Cost/SF Sq. Ft. MCS Douglass HS New Construction $ 26,169,619 146,568 $ - 0% $ 18,110,914 81% $ - 0% $ 1,345,473 6% $ 1,845,998 8% $ 953,206 4% $ 22,255,591 $ 26,169,619 123.57 151.84 MCS Manassas HS New Construction $ 25,946,818 151,754 $ 500,000 2% $ 21,554,309 83% $ - 0% $ 878,309 3% $ 1,018,608 4% $ 2,166,630 8% $ 26,117,856 $ 25,946,818 142.03 168.81 MCS Riverwood K-5 New Construction $ 24,265,185 179,280 $ 721,978 3% $ 15,076,860 63% $ 2,395,722 10% $ 2,370,185 10% $ 1,050,000 4% $ 2,231,200 9% $ 23,845,944 $ 704,718 84.10 128.98 MCS White Station MS New Construction $ 22,421,701 144,411 $ - 0% $ 18,338,524 83% $ - 0% $ 1,113,743 5% $ 2,706,420 12% $ - 0% $ 22,158,687 $ 22,421,701 126.99 153.44 MCS Colonial MS New Construction $ 26,888,976 142,038 $ - 0% $ 21,121,000 79% $ 329,250 1% $ 3,050,000 11% $ 1,050,000 4% $ 1,129,050 4% $ 26,679,300 $ 26,888,976 148.70 187.83 MCS Fairview MS Renovation Phase I $ 2,166,900 95,345 $ - 0% $ 1,169,200 100% $ - 0% $ - 0% $ - 0% $ - 0% $ 1,169,200 $ 2,166,900 n/a n/a MCS Fairview MS Renovation Phase II $ 7,632,640 95,345 $ - 0% $ 6,850,294 90% $ - 0% $ - 0% $ 400,714 5% $ 381,632 5% $ 7,632,640 $ - n/a n/a MCS Humes MS Renovation Phase I $ 2,714,220 131,301 $ - 0% $ 1,417,137 91% $ - 0% $ - 0% $ 148,216 9% $ - 0% $ 1,565,353 $ 2,714,220 n/a n/a MCS Humes MS Renovation Phase II $ 9,224,040 131,301 $ - 0% $ 7,725,134 84% $ - 0% $ - 0% $ 576,503 6% $ 922,404 10% $ 9,224,040 $ - n/a n/a MCS White Station HS Renovation $ 16,241,300 217,606 $ - 0% $ 14,402,503 89% $ - 0% $ 798,680 5% $ 844,750 5% $ 97,870 1% $ 16,143,803 $ - n/a n/a MCS Georgian Hills MS Renovation $ 7,429,286 87,069 $ - 0% $ 1,842,500 84% $ - 0% $ - 0% $ 137,500 6% $ 220,000 10% $ 2,200,000 $ - n/a n/a MCS Fairley HS Auditorium Project $ 2,436,000 16,450 $ - 0% $ 2,186,310 90% $ - 0% $ - 0% $ 127,890 5% $ 121,800 5% $ 2,436,000 $ 2,430,851 n/a n/a MCS Ridgeway Conversion $ 1,000,000 37,000 $ - 0% $ 1,122,676 77% $ - 0% $ 165,416 11% $ 128,224 9% $ 38,928 3% $ 1,455,244 $ - n/a n/a MCS Whitehaven HS Renovation $ 1,000,000 232,776 $ - 0% $ 471,903 95% $ - 0% $ - 0% $ - 0% $ 24,837 5% $ 496,740 $ - n/a n/a MCS Wooddale HS Addition $ 6,500,000 234,000 $ - 0% $ 2,974,550 73% $ - 0% $ 650,000 16% $ 255,250 6% $ 204,200 5% $ 4,084,000 $ 6,500,000 n/a n/a MCS Snowden School ADA/Maint. $ 1,525,271 199,849 $ - 0% $ 1,368,931 90% $ - 0% $ - 0% $ 80,076 5% $ 76,264 5% $ 1,525,271 $ - n/a n/a MCS Southside HS ADA/Maint./Conversion $ 1,420,662 254,967 $ - 0% $ 1,189,804 84% $ - 0% $ - 0% $ 88,791 6% $ 142,066 10% $ 1,420,662 $ - n/a n/a MCS Treadwell HS ADA/Maint./Conversion $ 3,154,143 150,690 $ - 0% $ 2,641,595 84% $ - 0% $ - 0% $ 197,134 6% $ 315,414 10% $ 3,154,143 $ - n/a n/a Total/Average $ 188,136,761 2,647,750 $ 1,221,978 0% $ 139,564,144 84% $ 2,724,972 1% $ 10,371,806 4% $ 10,656,073 6% $ 9,025,501 5% $ 173,564,474 $ 115,943,803 Source: Memphis City Schools

DeJong, Inc.

Prepared by DeJONG Inc. 15 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

Shelby County Schools

The following list of capital construction projects was provided by the Shelby County Schools and includes new construction, additions and renovations at or above $1M as expended by year. The following costs do not include land acquisition or development of athletic facilities.

DeJong, Inc.

Prepared by DeJONG Inc. 16 NAC 2008 Annual Report - APPENDIX Shelby County Government Cost per Square Foot Update Needs Assessment Committee December 12, 2008

Shelby County Schools

The following capital project construction cost analysis was provided by the Shelby County Schools. It is important to remember that the following projects are at different stages of development and the costs reflected below may reflect the original budget, original bids, or final costs. The most recent available costs are shown below and are defined as follows.

Capital Project Description Cost Breakdown Expended to New Project Total Cost Site/OffSite Other/ Date New Building Cost/ Sq. SCS School Item Cost SF Land Aq. % Building % Dev.** % FFE % Soft Costs*** % Contigency % Cost/SF Ft. SCS Bailey Station E New construction $ 12,000,000 113,691 $ 2,150,923 16% $ 9,299,997 70% $ - 0% $ 1,480,573 11% $ 425,227 3% $ - 0% $ 13,356,720 $ 13,356,720 81.80 117.48 SCS Bon Lin E New construction $ 11,000,000 110,658 $ 698,300 7% $ 8,185,436 78% $ - 0% $ 1,270,793 12% $ 388,808 4% $ - 0% $ 10,543,337 $ 10,543,337 73.97 95.28 SCS Mt. Pisgah M New construction $ 12,000,000 125,900 $ - 0% $ 10,172,350 87% $ - 0% $ 1,127,464 10% $ 425,000 4% $ - 0% $ 11,724,814 $ 11,724,814 80.80 93.13 SCS Collierville E New construction/Reno $ 8,000,000 114,081 $ - 0% $ 6,731,608 88% $ - 0% $ 563,102 7% $ 319,751 4% $ - 0% $ 7,614,461 $ 7,614,461 n/a n/a SCS Bon Lin M New construction $ 13,000,000 111,442 $ 700,923 6% $ 9,433,971 75% $ - 0% $ 2,021,943 16% $ 380,000 3% $ - 0% $ 12,536,837 $ 12,536,837 84.65 112.50 SCS Arlington E * Addition $ 1,750,000 16,117 $ - 0% $ 1,494,852 88% $ - 0% $ 98,058 6% $ 100,000 6% $ - 0% $ 1,692,910 $ 1,592,910 92.75 105.04 SCS Highland Oaks E* Addition $ 1,750,000 15,375 $ - 0% $ 1,549,745 90% $ - 0% $ 77,181 4% $ 100,000 6% $ - 0% $ 1,726,926 $ 1,626,926 100.80 112.32 SCS Rivercrest E* Addition $ 1,750,000 16,056 $ - 0% $ 1,494,852 89% $ - 0% $ 87,921 5% $ 100,000 6% $ - 0% $ 1,682,773 $ 1,582,773 93.10 104.81 SCS Southwind E Addition $ 2,400,000 15,903 $ - 0% $ 1,685,451 90% $ - 0% $ 62,913 3% $ 120,000 6% $ - 0% $ 1,868,364 $ 1,855,325 105.98 117.49 SCS Southwind M Addition $ 1,750,000 16,374 $ - 0% $ 1,549,745 89% $ - 0% $ 87,363 5% $ 100,000 6% $ - 0% $ 1,737,108 $ 1,637,108 94.65 106.09 SCS Northeast E New construction $ 13,500,000 113,101 $ 1,364,782 10% $ 10,568,560 76% $ - 0% $ 1,600,000 11% $ 400,000 3% $ - 0% $ 13,933,342 $ 1,793,090 93.44 123.19 SCS Southwind H* New construction $ 48,000,000 326,926 $ 5,259,204 12% $ 33,952,919 76% $ - 0% $ 4,403,888 10% $ 892,565 2% $ - 0% $ 44,508,576 $ 44,508,576 103.86 136.14 SCS Shadowlawn M Addition $ 3,400,000 23,439 $ - 0% $ 3,000,000 88% $ - 0% $ 200,000 6% $ 200,000 6% $ - $ 3,400,000 $ 60,125 127.99 145.06 SCS Southeast M New construction $ 14,000,000 118,130 $ 1,013,899 7% $ 11,050,000 79% $ - 0% $ 1,600,000 11% $ 400,000 3% $ - 0% $ 14,063,899 $ 1,616,641 93.54 119.05 Total/Average $ 144,300,000 1,237,193 $ 11,188,030 4% $ 110,169,486 83% $ - 0% $ 14,681,199 8% $ 4,351,351 4% $ - 0% $ 140,390,066 $ 112,049,643 Source: Shelby County Schools

* Note 1: The architect fee was not funded by capital funds to four addition projects as indicated. ** Note 2: Site development costs are included in building costs. *** Note 3: Soft costs include design fees only. Other soft costs are included in construction costs, i.e. permits

DeJong, Inc.

Prepared by DeJONG Inc. 17 NAC 2008 Annual Report - APPENDIX

Needs Assessment Committee

Background Report - DRAFT

12/12/2008

Prepared by DeJONG Inc. 18 NAC 2008 Annual Report - APPENDIX

Background Report

PROJECT BACKGROUND

Nothing is more important to success than proper planning. Schools are expensive to build and need to last a long time. The debate over what constitutes an effective school facility will continue for the foreseeable future. However, planning future public schools should be based upon identifying demographic trends, educational goals and objectives, current facility conditions and fiscal impacts.

In August 2008, DeJONG Inc. was retained to assist and support the Needs Assessment Committee in their mission to identify the short and long term capital school needs for Memphis City and Shelby County School Systems.

This Background Report presents demographic, enrollment, capacity, and facility information that purpose of this document is to provide the necessary data provides an understanding and current state of the and information to participate in decision making and Memphis City and Shelby County School Districts. The projecting future infrastructure needs in Shelby County.

PROCESS The Memphis City and Shelby County school membership has remained flat over the past ten years with an overall decline of less than 1%. As discussed in the May 2007 demographics report, most often the Memphis City Schools [MCS] has experienced declining enrollment while Shelby County Schools [SCS] has experienced increasing enrollment. Annexation provides another level of complexity to these numbers.

These districts, like many changing urban and suburban school districts, are wrestling with the decision of how to best address an aging infrastructure as well as declining student enrollment, in addition to pockets of growth.

This process is as follows: 1. Plan for Planning Work Session: A work session will be conducted to ensure that there is a clear agreement on the objectives and the process to be implemented. 2. Data Collection & Analysis: DeJONG develops, gathers, reviews, and summarizes all pertinent data: ten-year enrollment projections, district demographic profile, Geographic Information Systems [GIS], capacities, facility assessments, district programs & services, district master plans and financial and budget information. 3. Develop Options for Infrastructure Needs: The infrastructure needs will include the basic scope of renovation/replacement and macro costs. 4. Develop Final Recommendations with NAC: The infrastructure needs will be shared with the Needs Assessment Committee [NAC]. During this session, members will be able to rate/rank each of the options to develop a collective response as to the preferred option and final recommendations to present to the Shelby County Board of Commissioners. 5. Final Report & Shelby County Commission Presentation

December 2008 Prepared by DeJONG Inc. 19 NAC 2008 Annual Report - APPENDIX

Background Report

MEMPHIS CITY AND SHELBY COUNTY PLANNING AREAS

The map below illustrates planning areas identified for both school districts for analysis purposes. The areas outlined and shaded in red represent the four current High School Academic Regions in Memphis City Schools. It should be noted that the MCS boundary extends into SCS in Region 3 due to enrollment at Cordova High School. The planning areas have been adjusted and are no longer congruent with those included in the 2007 Demographic Report. Planning areas 2-4 are based on the Shelby County annexation plan.

1. Memphis City Schools HS Academic Regions [Northwest, Northeast, Southwest, Southeast] 2. North Memphis Growth Area 3. Cordova Growth Area 4. Southeast Memphis Growth Area 5. Bartlett-Lakeland-Arlington 6. Germantown-Collierville 7. Millington

Planned and proposed annexation areas are crosshatched in blue.

Source: DeJONG Inc.

December 2008 Prepared by DeJONG Inc. 20 NAC 2008 Annual Report - APPENDIX

Background Report

DEMOGRAPHICS

According to the US Census, from 1990 to 2000 the Memphis City and Shelby County School Districts population of Shelby County increased by 7.9 percent. Population Growth The population is expected to increase by another 1.8% Total Population (1990) 826,330 by 2012. Total Population (2000) 897,472 % Change 7.9% Total Population (2007 Estimate) 930,815 Total Population (2012 Projection) 948,051 % Change 1.8% Source: US Census, National Center for Education Statistics

State of Tennessee 2007 Population 2012 Population Statewide, the school age population [ages 5 to 18] is Age Group % Change Estimate Projection projected to increase by 4.2% from 2007 to 2012. The 5-9 396,034 400,354 1.1% highest rate of increase will occur in the 10 to 14 year-old 10-14 396,832 423,352 6.7% category. 15-18 314,936 330,957 5.1% Source: US Census Bureau In Memphis City Schools, the same school age population is projected to decrease by 5.8% with the same 10 to 14 Memphis City Schools year-old population projected to experience the largest decrease at 12.1 percent. 2007 Population 2012 Population Age Group % Change Estimate Projection Conversely, in Shelby County Schools, the school age 5-9 45,332 44,420 -2.0% population is projected to increase by 3.3% by 2012. 10-14 49,553 43,555 -12.1% Again the 10 to 14 year-old category will see the highest 15-18 38,612 37,810 -2.1% increase of school age children with 8.2% over the next Source: US Census Bureau five years.

Shelby County Schools Analyzing the US Census data indicates that both 2007 Population 2012 Population statewide and locally, there is a bubble of students Age Group % Change Estimate Projection currently in the 10-14 year age group. This age group will 5-9 20,655 20,463 -0.9% move through the system in over the next five years, 10-14 21,480 23,247 8.2% while the number of incoming elementary students is 15-18 19,623 20,105 2.5% starting to decline and is projected to continue this trend. Source: US Census Bureau

Memphis City Schools Shelby County Schools 2007 Population Estimate vs. 2012 Population Projection 2007 Population Estimate vs. 2012 Population Projection

60,000 24,000 50,000 23,000 40,000 22,000 21,000 30,000 20,000 20,000 19,000 10,000 18,000 0 17,000 5-9 10-14 15-18 5-9 10-14 15-18 Age Group Age Group 2007 Population Estimate 2012 Population Projection 2007 Population Estimate 2012 Population Projection

December 2008 Prepared by DeJONG Inc. 21 NAC 2008 Annual Report - APPENDIX

Background Report

The map below illustrates the school age population change estimate from 2007 to 2012 by census tract. It is apparent that continued decreases in school age populations will be seen throughout the western half of the county whereas increases in school age populations will be realized in the eastern tracts.

In Memphis City, the average household and family sizes are expected to decrease very slightly by .01 persons each. Likewise, in Shelby County, the average household and family sizes will decreases will be .02 persons and .01 persons, respectively.

Memphis City Schools Memphis City Schools Average Household Size Average Family Size

2007 Estimate 2012 Projection 2007 Estimate 2012 Projection

2.49 2.48 3.13 3.12 Source: US Census Bureau Source: US Census Bureau

Shelby County Schools Shelby County Schools Average Household Size Average Family Size

2007 Estimate 2012 Projection 2007 Estimate 2012 Projection 2.74 2.72 3.10 3.09 Source: US Census Bureau Source: US Census Bureau

December 2008 Prepared by DeJONG Inc. 22 NAC 2008 Annual Report - APPENDIX

Background Report

The US Census projects that by 2012 in Shelby County, there will be an increase in all populations except White. The population with the highest rates of increase will be Asian [22.99%] and Other Races [23.8%].

Memphis City and Shelby County School Districts Population Statistics by Race 2007 2012 % Change Estimate Projection White 416,194 406,942 -2.2% Black 466,290 483,316 3.7% American Indian/Alaska Native 2,007 2,138 6.5% Asian 20,251 24,889 22.9% Pacific Islander 394 436 10.7% Other Race 14,937 18,491 23.8% Two or More Races 10,742 11,839 10.2% Source: US Census

2007 Population Estimate by Race

American Asian Indian/Alaska Pacific Islander 2% 0% Native Other Race 0% 2%

Black White 51% 45%

2012 Population Projection by Race

American Asian Pacific Islander Indian/Alaska 3% 0% Native 0% Other Race 2%

Black White 52% 43%

December 2008 Prepared by DeJONG Inc. 23 NAC 2008 Annual Report - APPENDIX

Background Report

EMPLOYMENT DATA

Changes in employment in Shelby County are indicated in the below table. In 2007, the industry employing the highest percentage of civilians is health care/social assistance [13.5%], followed by retail trade [11.1%]. By 2012, those same industries will employ 14.5% and 10.6%, respectively.

Like most of the nation, agriculture/forestry/fishing/hunting and mining jobs will continue to decline. Over the next five years, public administration jobs will increase by 13.1% whereas the agriculture/forestry/fishing/hunting industry will see the highest drop [18.9%] in jobs.

Memphis City and Shelby County School Districts Employed Civilian Population Aged 16 or Older 2007 Estimate 2012 Projection % Change Agriculture/Forestry/Fishing/Hunting 699 0.2% 567 0.1% -18.9% Mining 105 0.0% 98 0.0% -6.7% Construction 25,911 6.1% 26,044 6.0% 0.5% Manufacturing 31,841 7.5% 29,645 6.8% -6.9% Wholesale Trade 21,758 5.1% 22,994 5.3% 5.7% Retail Trade 47,064 11.1% 46,029 10.6% -2.2% Transportation/Warehousing 43,143 10.2% 41,322 9.5% -4.2% Utilities 2,221 0.5% 2,044 0.5% -8.0% Information 7,152 1.7% 7,218 1.7% 0.9% Finance/Insurance 21,384 5.0% 20,741 4.8% -3.0% Real Estate/Rental/Leasing 7,110 1.7% 6,211 1.4% -12.6% Professional/Scientific/Technology Services 17,826 4.2% 17,167 4.0% -3.7% Management of Companies/Enterprises 1,125 0.3% 1,157 0.3% 2.8% Administrative/Support/Waste Management Services 20,610 4.9% 22,763 5.3% 10.4% Educational Services 34,944 8.3% 37,454 8.6% 7.2% Health Care/Social Assistance 57,229 13.5% 62,866 14.5% 9.8% Arts/Entertainment/Recreation 8,016 1.9% 8,126 1.9% 1.4% Accommodation/Food Services 27,827 6.6% 29,824 6.9% 7.2% Other Services (excluding Public Adminstration) 22,987 5.4% 23,428 5.4% 1.9% Public Administration 24,588 5.8% 27,805 6.4% 13.1% Total Employed Civilian Population 16+ by Industry 423,540 433,503 2.4% Source: US Census

December 2008 Prepared by DeJONG Inc. 24 NAC 2008 Annual Report - APPENDIX

Background Report

HOUSING DATA

The number of single-family building permits issued in Building Permits Issued Shelby County has decreased by 1,218 [34.9%] from 1996 for Single- & Multi-Family Dwellings in Shelby County to 2007. The greatest number of single-family building permits issued since 1996 was in 2005. Permits issued for Shelby County multi-family units was highest in 2000, although this Year Single-Family Multi-Family TOTAL type of housing tends to fluctuate from year-to-year. The # of Permits # of Permits total number of issued permits [single- plus multi-family 1996 3,491 3,016 6,507 units] was highest in 1999. As with population 1997 3,820 355 4,175 projections, this data would indicate that housing sales 1998 4,425 669 5,094 are slowing down, decreasing the number of new 1999 4,600 2,242 6,842 students moving into the County 2000 3,583 3,151 6,734 . 2001 3,450 1,310 4,760

2002 4,147 1,189 5,336

2003 4,587 923 5,510

2004 4,736 790 5,526 2005 4,769 947 5,716 2006 4,085 1,033 5,118 2007 2,273 2,052 4,325 2008 562 44 606 Total 48,528 17,721 66,249 Source: US Census Bureau Notes: 2008 data is as of June 2008 Multi-Family # is # of Units, not Buildings

Total Building Permits Issued for Single- & Multi-Family Dwellings in Shelby County 6,000 5,000 4,000 3,000 2,000 1,000 0

Single-Family Multi-Family # of Permits # of Permits

December 2008 Prepared by DeJONG Inc. 25 NAC 2008 Annual Report - APPENDIX

Background Report

LIVE BIRTHS The table below indicates the live births within Memphis City as well as Shelby County from 1992 to 2005. The live births in MCS have decreased by 2,810 since 1992, a 20.8% decline over the past 13 years. In the remainder of the County, the live births have increased by 80% or 1,683 births. In total, Shelby County live births have remained fairly stable with an increase of 1,079 births over the past five years.

Data is arranged by the residence of the mother. For example, if a mother lives in Shelby County, but delivers her baby in Memphis, the birth is counted in the County. Live birth counts are different from live birth rates. The live birth count is simply the actual number of live births. A birth rate is the number of births per 1,000 women in a specified population group.

Utilization of live birth data is recommended when projecting future kindergarten enrollments. This data provides a helpful overall trend. Large bubbles in birth counts, either up or down, can be planned for or anticipated by school districts.

In addition, the live birth counts are used in determining a birth-to-kindergarten survival ratio. This ratio identifies the percentage of children born in a representative area who attend kindergarten in a school district five years later. This data is available by zip code and utilized by the school districts to project enrollment in smaller increments.

Memphis City and Shelby County School Districts Live Births 1992-2005 Year Memphis SCS Total 1992 13,515 2,092 15,607 1993 13,288 2,141 15,429 1994 12,889 2,213 15,102 1995 12,321 2,377 14,698 1996 12,232 2,457 14,689 1997 12,215 2,528 14,743 1998 12,376 2,818 15,194 1999 11,932 2,808 14,740 2000 11,902 2,840 14,742 2001 11,577 2,818 14,395 2002 11,300 2,901 14,201 2003 11,151 3,004 14,155 2004 10,709 3,543 14,252 2005 10,705 3,775 14,480 2006 Not available Not available 15,167 2007 Not available Not available 15,234 Source: Tennessee Department of Health, Division of Vital Records

Memphis City & Shelby County Live Births by Year 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 0 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005

Memphis SCS

December 2008 Prepared by DeJONG Inc. 26 NAC 2008 Annual Report - APPENDIX

Background Report

HISTORICAL ENROLLMENT BY DISTRICT

Since the 2004-05 school year, the Memphis City School System has had a significant loss of 7,795 students. Looking at the past 10 years, enrollment has declined by 5.6% or 6,652 students.

It is important to be aware that the numbers below do not include 3,250 students living in the annexation areas of Countrywood-Eads, Berrhyill, and South Cordova. By current agreement, these students are attending and included in the counts for Shelby County Schools, however, they are living in the recently annexed areas of Memphis and will be attending MCS as capacity is available. Memphis City Schools Historical Enrollment 1999-00 to 2008-09 Grade 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 K 9,537 9,071 9,264 9,278 9,621 9,568 9,501 9,089 8,937 8,703 1 10,655 10,172 9,716 9,501 9,497 9,699 9,466 9,138 8,941 8,718 2 10,446 10,108 9,863 9,181 9,081 9,135 9,227 8,978 8,835 8,570 3 10,123 10,218 10,093 9,561 9,033 9,052 8,985 8,862 8,820 8,535 4 9,859 9,885 10,135 9,858 9,343 8,968 8,832 8,676 8,811 8,499 5 9,377 9,623 9,768 9,882 9,689 9,266 8,690 8,384 8,551 8,358 K - 5 Subtotal 59,997 59,077 58,839 57,261 56,264 55,688 54,701 53,127 52,895 51,383 6 9,029 9,153 9,695 9,487 9,945 9,581 9,055 8,382 8,157 8,152 7 9,004 9,437 9,961 10,025 9,816 9,832 9,310 8,723 8,450 7,844 8 8,547 8,237 8,701 9,009 9,323 8,911 8,866 8,681 8,542 7,807 6 - 8 Subtotal 26,580 26,827 28,357 28,521 29,084 28,324 27,231 25,786 25,149 23,803 9 9,227 9,638 9,332 9,815 10,022 10,733 11,197 10,866 10,305 9,875 10 7,408 7,641 7,813 7,563 7,896 8,737 8,855 8,801 8,960 8,688 11 6,230 6,231 6,368 6,308 6,287 7,124 7,429 7,547 7,515 7,710 12 5,777 5,285 5,187 5,286 5,745 6,058 6,314 6,477 6,723 7,062 9 - 12 Subtotal 28,642 28,795 28,700 28,972 29,950 32,652 33,795 33,691 33,503 33,335 K - 12 Total 115,219 114,699 115,896 114,754 115,298 116,664 115,727 112,604 111,547 108,521 Spec. Ed./PK/Other 2,659 2,544 2,466 2,611 1,557 2,357 2,786 2,859 3,082 2,705 Grand Total 117,878 117,243 118,362 117,365 116,855 119,021 118,513 115,463 114,629 111,226 Source: Memphis City Schools Note: Includes Charter School Enrollment

Conversely, the Shelby County School System has increased by 5.8% or 2,914 students. It is important to note that there was a slight decline in enrollment from 2007-08 to this school year. Shelby County Schools Historical Enrollment 1999-00 to 2008-09 Grade 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 K 3,309 3,332 3,223 3,202 3,557 3,264 3,397 3,529 3,406 3,449 1 3,374 3,354 3,239 3,348 3,371 3,528 3,375 3,508 3,546 3,449 2 3,425 3,401 3,334 3,317 3,442 3,317 3,675 3,532 3,605 3,584 3 3,491 3,509 3,362 3,465 3,496 3,381 3,491 3,798 3,660 3,662 4 3,622 3,586 3,529 3,484 3,661 3,484 3,543 3,619 3,905 3,739 5 3,492 3,706 3,498 3,601 3,611 3,610 3,611 3,689 3,722 3,948 K - 5 Subtotal 20,713 20,888 20,185 20,417 21,138 20,584 21,092 21,675 21,844 21,831 6 3,532 3,577 3,664 3,498 3,727 3,549 3,678 3,733 3,726 3,698 7 3,456 3,568 3,516 3,762 3,649 3,832 3,728 3,856 3,814 3,776 8 3,401 3,449 3,426 3,569 3,843 3,669 3,936 3,799 3,823 3,758 6 - 8 Subtotal 10,389 10,594 10,606 10,829 11,219 11,050 11,342 11,388 11,363 11,232 9 3,709 3,643 3,766 3,869 3,977 3,800 3,592 3,672 4,155 4,083 10 3,396 3,489 3,547 3,633 3,754 3,288 3,563 3,373 3,548 3,737 11 3,093 3,148 3,243 3,210 3,305 2,883 3,004 3,281 3,059 3,165 12 2,694 2,842 2,931 3,024 3,011 2,569 2,634 2,713 2,989 2,747 9 - 12 Subtotal 12,892 13,122 13,487 13,736 14,047 12,540 12,793 13,039 13,751 13,732 K - 12 Total 43,994 44,604 44,278 44,982 46,404 44,174 45,227 46,102 46,958 46,795 Special Ed/Contract 518 529 555 603 676 696 709 706 679 631 Grand Total 44,512 45,133 44,833 45,585 47,080 44,870 45,936 46,808 47,637 47,426 Source: Shelby County Schools

December 2008 Prepared by DeJONG Inc. 27 NAC 2008 Annual Report - APPENDIX

Background Report

COMBINED ENROLLMENT

When combining the school systems, enrollment has decreased by 2% or 3,738 students. Projections provided by DeJONG in 2007 indicating flat enrollment for a combined system total of 160,443 in 2008-09 resulting in an over projection of 1.1% or 1,791 students. DeJONG was more accurate projecting the Memphis City Schools enrollment, under estimating by <.1% or 105 students. The DeJONG projections for Shelby County were inaccurate by 4%, overestimating enrollment by 1,896 students. Memphis City and Shelby County School Districts Historical Enrollment 1999-00 to 2008-09 Grade 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 K 12,846 12,403 12,487 12,480 13,178 12,832 12,898 12,618 12,343 12,152 1 14,029 13,526 12,955 12,849 12,868 13,227 12,841 12,646 12,487 12,167 2 13,871 13,509 13,197 12,498 12,523 12,452 12,902 12,510 12,440 12,154 3 13,614 13,727 13,455 13,026 12,529 12,433 12,476 12,660 12,480 12,197 4 13,481 13,471 13,664 13,342 13,004 12,452 12,375 12,295 12,716 12,238 5 12,869 13,329 13,266 13,483 13,300 12,876 12,301 12,073 12,273 12,306 K - 5 Subtotal 80,710 79,965 79,024 77,678 77,402 76,272 75,793 74,802 74,739 73,214 6 12,561 12,730 13,359 12,985 13,672 13,130 12,733 12,115 11,883 11,850 7 12,460 13,005 13,477 13,787 13,465 13,664 13,038 12,579 12,264 11,620 8 11,948 11,686 12,127 12,578 13,166 12,580 12,802 12,480 12,365 11,565 6 - 8 Subtotal 36,969 37,421 38,963 39,350 40,303 39,374 38,573 37,174 36,512 35,035 9 12,936 13,281 13,098 13,684 13,999 14,533 14,789 14,538 14,460 13,958 10 10,804 11,130 11,360 11,196 11,650 12,025 12,418 12,174 12,508 12,425 11 9,323 9,379 9,611 9,518 9,592 10,007 10,433 10,828 10,574 10,875 12 8,471 8,127 8,118 8,310 8,756 8,627 8,948 9,190 9,712 9,809 9 - 12 Subtotal 41,534 41,917 42,187 42,708 43,997 45,192 46,588 46,730 47,254 47,067 K - 12 Total 159,213 159,303 160,174 159,736 161,702 160,838 160,954 158,706 158,505 155,316 PK,Contract,Spec. Ed 3,177 3,073 3,021 3,214 2,233 3,053 3,495 3,565 3,761 3,336 Grand Total 162,390 162,376 163,195 162,950 163,935 163,891 164,449 162,271 162,266 158,652 Source: Memphis City and Shelby County School Districts

Memphis City Schools: K-12 Historical Enrollment 1998-99 to 2007-08 120,000 118,000 116,000 114,000 112,000 110,000 108,000 Combined Districts: K-12Historical Enrollment 106,000 1998-99 to 2007-08 164,000 162,000 160,000 158,000 156,000 Shelby County Schools: K-12Historical Enrollment 154,000 1998-99 to 2007-08 152,000 60,000 150,000 55,000 50,000 45,000 40,000 35,000 30,000

December 2008 Prepared by DeJONG Inc. 28 NAC 2008 Annual Report - APPENDIX

Background Report

ENROLLMENT PROJECTIONS

The following projections developed by DeJONG, indicate further decline in the Memphis City Schools enrollment leveling off in 2014 at approximately 108,000 students. Please note that these projections do not account for any annexation related movement beyond what is existing today. As discussed on page 10, there are 3,250 students that will move from County schools to City schools in the near future.

Memphis City Schools Projected Enrollment 2009-10 to 2018-19

Grade 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 K 8,990 9,134 9,567 9,609 9,375 9,375 9,375 9,375 9,375 9,375 1 8,711 8,999 9,143 9,576 9,619 9,384 9,384 9,384 9,384 9,384 2 8,318 8,312 8,586 8,723 9,137 9,177 8,953 8,953 8,953 8,953 3 8,394 8,147 8,141 8,410 8,544 8,949 8,989 8,769 8,769 8,769 4 8,335 8,197 7,956 7,950 8,212 8,344 8,739 8,778 8,564 8,564 5 8,324 8,163 8,029 7,792 7,787 8,043 8,172 8,560 8,598 8,388 PreK-5 Subtotal 51,072 50,952 51,422 52,060 52,674 53,272 53,612 53,819 53,643 53,433 6 8,150 8,118 7,961 7,829 7,599 7,593 7,844 7,969 8,347 8,384 7 8,264 8,262 8,229 8,070 7,937 7,703 7,697 7,951 8,078 8,462 8 7,211 7,597 7,596 7,565 7,419 7,296 7,082 7,077 7,310 7,427 6-8 Subtotal 23,625 23,977 23,786 23,464 22,955 22,592 22,623 22,997 23,735 24,273 9 8,956 8,273 8,715 8,714 8,679 8,511 8,370 8,124 8,118 8,386 10 8,888 8,060 7,445 7,844 7,842 7,811 7,660 7,533 7,312 7,306 11 7,819 7,999 7,254 6,701 7,059 7,058 7,030 6,894 6,780 6,580 12 6,939 7,037 7,199 6,529 6,031 6,354 6,352 6,327 6,204 6,102 9-12 Subtotal 32,602 31,369 30,613 29,788 29,611 29,734 29,412 28,878 28,414 28,374 PreK-12 Subtotal 107,299 106,298 105,821 105,312 105,240 105,598 105,647 105,694 105,792 106,080 Spec. Ed./PK/Other 2,682 2,657 2,646 2,633 2,631 2,640 2,641 2,642 2,645 2,652 Grand Total 109,981 108,955 108,467 107,945 107,871 108,238 108,288 108,336 108,437 108,732 Source: DeJONG

The following projections developed by DeJONG, indicate a slight increase in Shelby County School enrollment, leveling off in 2014 at approximately 49,000 students. Shelby County Schools Projected Enrollment 2009-10 to 2018-19

Grade 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 K 3,285 3,338 3,496 3,511 3,426 3,426 3,426 3,426 3,426 3,426 1 3,506 3,339 3,393 3,554 3,570 3,483 3,483 3,483 3,483 3,483 2 3,499 3,557 3,388 3,442 3,606 3,621 3,533 3,533 3,533 3,533 3 3,674 3,587 3,646 3,473 3,528 3,696 3,712 3,622 3,622 3,622 4 3,764 3,776 3,686 3,747 3,569 3,627 3,799 3,815 3,722 3,722 5 3,822 3,847 3,859 3,768 3,830 3,648 3,707 3,883 3,900 3,805 K - 5 Subtotal 21,550 21,444 21,468 21,495 21,529 21,501 21,660 21,762 21,686 21,591 6 3,960 3,833 3,859 3,871 3,779 3,842 3,659 3,718 3,894 3,912 7 3,786 4,055 3,925 3,951 3,964 3,870 3,934 3,747 3,807 3,987 8 3,795 3,806 4,076 3,945 3,971 3,984 3,890 3,954 3,766 3,826 6 - 8 Subtotal 11,541 11,694 11,860 11,767 11,714 11,696 11,483 11,419 11,467 11,725 9 4,026 4,066 4,077 4,366 4,226 4,255 4,268 4,167 4,236 4,035 10 3,875 3,820 3,858 3,869 4,143 4,011 4,037 4,050 3,954 4,020 11 3,412 3,538 3,488 3,523 3,533 3,783 3,662 3,686 3,698 3,611 12 2,906 3,133 3,249 3,203 3,235 3,244 3,474 3,363 3,385 3,396 9 - 12 Subtotal 14,219 14,557 14,672 14,961 15,137 15,293 15,441 15,266 15,273 15,062 PreK-12 Subtotal 47,310 47,695 48,000 48,223 48,380 48,490 48,584 48,447 48,426 48,378 Special Ed/Contract 473 477 480 482 484 485 486 484 484 484 Grand Total 47,783 48,172 48,480 48,705 48,864 48,975 49,070 48,931 48,910 48,862 Source: DeJONG December 2008 Prepared by DeJONG Inc. 29 NAC 2008 Annual Report - APPENDIX

Background Report

The table and graph below combine the preceding individual district projections for a total estimated enrollment that remains flat, decreasing by 171 students, or less than 1%, over the next ten years.

Memphis City and Shelby County School Districts Projected Enrollment 2009-10 to 2018-19 Grade 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19 K 12,275 12,472 13,063 13,120 12,801 12,801 12,801 12,801 12,801 12,801 1 12,217 12,338 12,536 13,130 13,189 12,867 12,867 12,867 12,867 12,867 2 11,817 11,869 11,974 12,165 12,743 12,798 12,486 12,486 12,486 12,486 3 12,068 11,734 11,787 11,883 12,072 12,645 12,701 12,391 12,391 12,391 4 12,099 11,973 11,642 11,697 11,781 11,971 12,538 12,593 12,286 12,286 5 12,146 12,010 11,888 11,560 11,617 11,691 11,879 12,443 12,498 12,193 K - 5 Subtotal 72,622 72,396 72,890 73,555 74,203 74,773 75,272 75,581 75,329 75,024 6 12,110 11,951 11,820 11,700 11,378 11,435 11,503 11,687 12,241 12,296 7 12,050 12,317 12,154 12,021 11,901 11,573 11,631 11,698 11,885 12,449 8 11,006 11,403 11,672 11,510 11,390 11,280 10,972 11,031 11,076 11,253 6 - 8 Subtotal 35,166 35,671 35,646 35,231 34,669 34,288 34,106 34,416 35,202 35,998 9 12,982 12,339 12,792 13,080 12,905 12,766 12,638 12,291 12,354 12,421 10 12,763 11,880 11,303 11,713 11,985 11,822 11,697 11,583 11,266 11,326 11 11,231 11,537 10,742 10,224 10,592 10,841 10,692 10,580 10,478 10,191 12 9,845 10,170 10,448 9,732 9,266 9,598 9,826 9,690 9,589 9,498 9 - 12 Subtotal 46,821 45,926 45,285 44,749 44,748 45,027 44,853 44,144 43,687 43,436 K - 12 Total 154,609 153,993 153,821 153,535 153,620 154,088 154,231 154,141 154,218 154,458 Spec. Ed./PK/Other 3,156 3,134 3,126 3,115 3,115 3,125 3,127 3,127 3,129 3,136 Grand Total 157,765 157,127 156,947 156,650 156,735 157,213 157,358 157,268 157,347 157,594 Source: DeJONG

Combined Districts: K-12 Projected Enrollment 2009-10 to 2018-19 175,000

165,000

155,000

145,000

135,000

125,000

December 2008 Prepared by DeJONG Inc. 30 NAC 2008 Annual Report - APPENDIX

Background Report

Memphis City Schools: K-12 Projected Enrollment 2009-10 to 2018-19

112,000

110,000

108,000 106,000

104,000

102,000

Without Annexations After 2011 and 2013 Annexations

Shelby County Schools: K-12 Projected Enrollment 2009-10 to 2018-19 50,000 48,000 46,000 44,000 42,000 40,000

Without Annexations After 2011 and 2013 Annexations

December 2008 Prepared by DeJONG Inc. 31 NAC 2008 Annual Report - APPENDIX Shelby County Government Facility Statistics Needs Assessment Committee December 12, 2008

The following table indicates that Memphis City Schools houses 105,575 students in over 17 million square feet of educational space. The average age of a MCS school facility is 43 years. On average, approximately 163 square feet of space is provided per student. Please note, the numbers below do not include charter schools, homebound students, and other specialized programs that may be housed in leased spaces or locations not necessarily owned or operated by MCS. Total 40-day enrollment was 111,226 students for the 2008-09 school year.

Memphis City Schools Facility Statistics 2008-09 Sq. Ft. / Grade Level Capacity Difference Average Age Square Feet Site Acreage Enrollment Student Elementary 53,109 63,970 10,861 44 7,305,685 138 987 Middle 20,858 24,345 3,487 41 4,004,836 192 436 High 31,608 31,875 267 44 5,900,234 187 680 GRAND TOTAL 105,575 120,190 14,615 43 17,210,755 163 2,103 Source: Memphis City Schools The following table indicates that Shelby County Schools houses 47,409 students in over 6 million square feet of educational space. The average age of a SCS school facility is 26 years. On average, approximately 135 square feet of space is provided per student.

Shelby County Schools Facility Statistics 2008 -2009 Sq. Ft. / Grade Level Capacity Difference Average Age Square Feet Site Acreage Enrollment Student Elementary 22,026 23,249 1,223 25 2,758,661 125 501 Middle 11,400 12,800 1,400 25 1,380,097 121 210 High 13,983 15,500 1,517 29 2,252,959 161 294 GRAND TOTAL 47,409 51,549 4,140 26 6,391,717 135 1,005 Source: Shelby County Schools Capacity

How many students can a building accommodate? This question often arises, and in the development of a capital plan, it can be one of the most debated issues. The answer to this question can impact the need for constructing new buildings as well as additions and can have a profound impact on revenue especially if projects are funded through state or other agencies.

It is not uncommon to review an evaluation of an existing building only to find that the capacity which had once been assigned to the building is much greater than what can be reasonably accommodated today.

During the past thirty years, the programs in a public school system and the manner in which they are delivered have changed significantly. Repeated arguments are heard that “this school was able to accommodate 600 students thirty years ago and now you are saying it can only accommodate 400 students today. How can this be the case?” Persons making these statements often do not realize that class size has been reduced [for example from 30 to 25 for grades 4-6], the music program was being held on the stage, there was no art room and the teacher used a cart, computers had not been invented and there were no computer labs, the Kindergarten program went from half day to full day and severely handicapped special education students that were institutionalized are now attending public schools.

DeJong, Inc.

Prepared by DeJONG Inc. 32 NAC 2008 Annual Report - APPENDIX Shelby County Government Facility Statistics Needs Assessment Committee December 12, 2008

Add to this the fact that many states are legislating a class size of 20 or under for the early elementary grades, schools are expanding pre-school services, and there are many more at-risk student programs.

Historically school districts throughout North America have determined the capacity of schools by counting the number of classrooms in a building and multiplying by an average class size. In facility planning terminology we have used the term, “design capacity”, to describe this methodology. Even though at first glance this seems only to be common sense, this methodology does not take into account the programmatic implications of school facilities. In an elementary school there is a need for libraries/media centers, administrative areas, special education classrooms, and specialized spaces for specific program areas such as science, art and music. In a secondary school, in theory it may be possible to use every classroom every period of every day, but from a practical perspective it is not likely. In facility planning terminology, taking program issues into consideration, we use the term, “program capacity”.

Even though program capacity is a more realistic analysis of what a building can accommodate, it is necessary to apply some common sense. There are examples in which classrooms have been taken over for other purposes such as teacher prep areas, storage, or offices which can result in a lower capacity figure.

The following example compares how program utilization compares the same 30 classrooms resulting in different capacity numbers ranging from 478 to 650 students.

Student Classroom Program Classroom Program Classroom Program Classroom Program Required Programs Teacher Ratio Utilization Capacity Utilization Capacity Utilization Capacity Utilization Capacity

Art/Music Classrooms n/a 0 0 2 0 2 0 2 0

Computer Lab n/a 0 0 1 0 1 0 1 0

Science Classroom n/a 0 0 0 0 1 0 1 0

Special Ed /Pull Out n/a 0 0 0 0 1 0 2 0

Special Ed/Self Contained 12 0 0 1 12 1 12 4 48

Regular Classrooms K-3 20 20 400 18 360 17 340 14 280

Regular Classrooms 4-5 25 10 250 8 200 7 175 6 150

Total 30 650 30 572 30 527 30 478

The tables on the preceding page identify 14,615 available seats in MCS and 4,140 available seats in SCS. This is equal to an overall utilization rate of 88% and 92% respectively. As was concluded in the NAC Demographics Report, May 2007, the current need for new school infrastructure is more a consequence of student migration than overall enrollment growth. In other words, even though the districts are not at an overall utilization of 100%, the existing facilities are not necessarily located in proximity to the current student population.

Furthermore, the Pre-K program within Memphis City Schools, which offers opportunities for 4-year-old children to gain the necessary academic and social skills to ensure success in Kindergarten, is going to be expanded next year. The intent of the upcoming expansion is to open 25 new classrooms to serve approximately 500 additional students in the Fall of 2009 with plans for further expansion over the next two years.

DeJong, Inc.

Prepared by DeJONG Inc. 33 NAC 2008 Annual Report - APPENDIX Shelby County Government Facility Statistics Needs Assessment Committee December 12, 2008

Additional efforts to utilize excess space in MCS facilities include the following initiatives, currently in the planning stages.

1. The repurposing of a school (as yet undetermined) to serve as a residential school for homeless, highly mobile, and students in unstable, fragile living conditions 2. The recruitment and enrollment of the children of 3524 MCS employees currently attending schools in Shelby County 3. The development of an international school for students that are recent immigrants whose former education is limited or interrupted 4. The expansion of Optional Schools over the next two years and the corresponding increase in enrollment by students from area private and parochial schools 5. The expansion of PM schools to all of the Career and Technical Centers over the next 36 months 6. The redesign and repopulation of 4 (possibility of 5) underperforming high schools

Square Foot per Student

From a broader perspective, comparisons can be made based on square foot per student at each grade level. The following table compares the school systems’ average square foot per student [based upon current 2008-09 enrollment and existing space] with the typical standards utilized throughout the country. The elementary and high school square foot per student in both school systems falls within the industry standards, while the middle schools do not. In previous reports it has been noted that the Memphis City Schools by Board Policy provides an auditorium at middle schools. This additional square footage contributes directly to the higher square foot per middle school student illustrated below.

Square Foot per Student Comparison Industry Memphis City Shelby County Grade Level Standard Schools Schools Elementary 120-140 138 125 Middle 130-150 192 121 High 160-200 187 161 Source: DeJONG Inc.

DeJong, Inc.

Prepared by DeJONG Inc. 34 NAC 2008 Annual Report - APPENDIX Shelby County Government Portables Needs Assessment Committee December 12, 2008

Particularly in the southern states, portable classrooms, both temporary and permanent, are utilized to house excess student capacity. Modular classrooms may be more of a “semi-permanent” addition to a building, while temporary classrooms are simply portable classrooms that are more easily moved from building to building. Delineation of “temporary” portable versus “permanent” portable often depends on installation. Neither Memphis City Schools nor Shelby County Schools utilizes modular buildings at this time.

The life of a portable classroom is directly related to the materials it is constructed with, the maintenance it has received, and the number of times it has been moved. Depending on those factors, a portable classroom may last anywhere from 3 to 20 years. To further exacerbate the issue, the truth is that if there is additional space, someone will find a use for it. For example, a portable classroom placed on a site due to overcrowding, may eventually be re-used for the new gifted and talented program, and then re-used as an office, and then storage, and so on.

The pros and cons regarding portable classrooms are many, with research supporting both sides of the coin.

Pros Portable classrooms are an efficient and cost effective short term fix for overcrowding and utilization changes. Studies have shown that modular construction can save as much as 50 percent on the delivery-time delay. Although permanent square footage is ideal, portables can help a school district get through a “bubble” of students before going to the expense of new construction and move those classrooms should there be a demographic shift.

The quality of portable classrooms has continued to improve. According to a recent article in School Planning & Management, The Modular Solution, March 2001, modular and portable classrooms can be built with upgraded insulation and high-grade windows and doors for year round comfort and energy efficiency. Furthermore, the industry has developed units with all-steel construction, concrete floors and a full range of upgraded interiors and exteriors, including brick, block and stucco.

Cons A study conducted in May of 2003 by RTI International, California Air Resources Board, and California Department of Health Services, found that light intensity was lower and relative humidity measurements were higher in portable classrooms as compared to permanent classrooms. Noise levels were not statistically different; however, teachers in portable classrooms were more likely to turn off the HVAC unit due to noise. Interestingly enough, traditional classrooms had excess wall, floor, and ceiling moisture more often portables, but portables were reported to experience roof leaks more often, and over two-thirds of the teachers in portables reported musty odors at times.

Portables do not lend themselves to several passive security concepts in terms of building layout. For example, if multiple portables are located in one area it is difficult to eliminate blind spots and corners for visual supervision. In addition, there are usually fewer windows in portables that inhibit visual connections to the adjacent areas and outdoor corridors. While use of glass is not possible everywhere in a traditional classroom, it can provide passive supervision and also create an improved aesthetic feel.

DeJong, Inc.

Prepared by DeJONG Inc. 35 NAC 2008 Annual Report - APPENDIX Shelby County Government Portables Needs Assessment Committee December 12, 2008

Memphis City Schools

Portable Statistics

Average Age Grade Level Units in Years Elementary 259 19

Middle 13 22 High 9 26 Other/Alt. Schools 16 23 Grand Total 308 20 Source: Memphis City Schools

Shelby County Schools Portable Statistics

Average Age School Units in Years Elementary 105 19 Middle 23 26 High 20 23 Total/Average 148 21 Source: Shelby County Schools

DeJong, Inc.

Prepared by DeJONG Inc. 36 NAC 2008 Annual Report - APPENDIX

Needs Assessment Committee 2008 ANNUAL REPORT INDIVIDUAL PROJECT COST ANALYSIS

Prepared by DeJONG Inc. 37 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 38 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 39 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 40 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 41 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 42 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 43 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 44 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 45 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 46 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 47 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 48 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 49 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 50 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 51 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 52 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 53 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 54 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 55 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 56 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 57 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 58 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 59 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 60 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 61 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 62 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 63 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 64 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 65 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 66 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 67 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 68 NAC 2008 Annual Report - APPENDIX Prepared by DeJONG Inc. 69 NAC 2008 Annual Report - APPENDIX Memphis City Schools - Facility Data 12/12/2008

Memphis City Schools Facility Statistics Planning 2008-09 Year Sq. Ft. / ID School Grades Capacity Difference Square Feet Site Acreage Zone Enrollment Opened Student ELEMENTARY SCHOOLS 78 SW A. B. Hill Elementary K-6 425 620 195 2002 79,293 187 4.41 70 SW Alcy Elementary K-5 304 540 236 1965 60,313 198 9.35 105 SW Alton Elementary K-5 440 540 100 1969 55,934 127 See Longview MS 2 NE Berclair Elementary K-6 550 380 -170 1952 46,139 84 11.28 3 SE Bethel Grove Elementary K-5 370 480 110 1932 54,700 148 7.6 4 NW Brookmeade Elementary K-6 336 660 324 1966 67,823 202 9.18 234 NE Brownsville Elementary K-6 599 760 161 1964 66,545 111 16.01 5 NW Bruce Elementary K-5 487 540 53 1999 68,491 141 2.57 6 NW Caldwell Elementary / River City High School K-5 406 840 434 1918 104,565 258 7.54 75 NW Carnes Elementary K-5 354 660 306 1951 79,000 223 3.93 8 SE Charjean Elementary K-5 432 460 28 1950 39,352 91 13.62 9 SE Cherokee Elementary K-5 457 820 363 1951 64,502 141 8.19 231 NE Coleman Elementary K-5 567 580 13 1954 49,538 87 12.17 282 NE Cordova Elementary K-4 728 660 -68 2002 88,164 121 6.44 124 NW Corning Elementary K-6 433 420 -13 1968 50,954 118 10.02 226 SW Coro Lake Elementary K-6 201 360 159 1964 40,147 200 14.38 93 SE Cromwell Elementary K-5 538 580 42 1963 45,580 85 13.08 253 SE Crump Elementary K-5 1,045 900 -145 1978 29,750 28 10 13 NW Cummings Elementary K-5 473 700 227 1961 120,729 255 7.84 15 NW Denver Elementary K-6 287 440 153 1957 48,821 170 22.38 221 SW Double Tree Elementary K-6 471 720 249 1977 52,872 112 9.77 16 NE Douglass K-8 K-8 432 680 248 1965 93,447 216 See Douglass HS 10 NW Downtown Elementary K-6 677 700 23 2003 140,500 208 6.07 17 SE Dunbar Elementary** (Incudes Melrose Stadium) K-5 302 500 198 1956 63,307 210 7.04 238 NE Egypt Elementary K-5 767 740 -27 1964 75,195 98 See Raleigh-Egypt HS 74 SE Evans Elementary K-5 701 600 -101 1966 67,246 96 10.88 200 SW Fairley Elementary K-5 375 620 245 1960 69,501 185 See Fairley HS 36 SW Florida-Kansas Elementary K-5 381 620 239 1999 79,559 209 8.39 162 SW Ford Road Elementary K-6 672 700 28 1952 86,514 129 13.5 71 SE Fox Meadows Elementary K-5 779 640 -139 1965 55,553 71 11 21 NW Frayser Elementary K-6 545 460 -85 1954 48,845 90 See Frayser HS 201 SW Gardenview Elementary K-6 459 800 341 1967 55,570 121 5 22 NW Georgia Avenue Elementary K-5 581 820 239 1960 143,577 247 20 23 NW Georgian Hills Elementary K-6 430 540 110 1954 48,242 112 See Georgia Hills MS 79 SE Germanshire Elementary** (Shares Site with Park) K-5 845 720 -125 2001 89,228 106 23.3 99 SE Getwell Elementary K-5 736 620 -116 2001 87,025 118 8.63 83 SE Goodlett Elementary K-5 403 520 117 1964 63,045 156 15.66 24 NW Gordon Elementary K-5 387 680 293 1967 86,387 223 5.49 202 SW Graceland Elementary K-5 410 660 250 1958 91,552 223 15 25 NE Grahamwood Elementary K-6 954 960 6 1950 77,156 81 18.47 26 SW Grandview Hts Elementary K-6 546 660 114 1953 65,810 121 10.41 203 SW Graves Elementary K-6 592 780 188 1953 52,321 88 11 77 NW Guthrie Elementary K-5 305 580 275 1999 55,031 180 5.44 27 SW Hamilton Elementary K-5 532 640 108 1964 71,191 134 See Hamilton Middle 28 SE Hanley Elementary** (Shares Site with Head Start) K-5 780 800 20 1960 104,224 134 7.82 72 NW Hawkins Mill Elementary K-6 437 600 163 1965 71,430 163 14.05 49 SE Hickory Ridge Elementary K-5 811 720 -91 2001 85,000 105 11.1 360 SW Holmes Road Elementary K-5 775 680 -95 2001 84,688 109 17.56 29 NW Idlewild Elementary K-5 461 540 79 1903 65,025 141 2.86 30 NE Jackson Elementary K-6 386 400 14 1957 50,376 131 9.86 432 NE Kate Bond Elementary K-5 1,000 1,100 100 1993 104,260 104 11.37 100 NE Keystone Elementary K-5 565 600 35 1992 85,367 151 15 32 NE Kingsbury Elementary K-6 583 340 -243 1959 65,250 112 See Kingsbury HS 80 NW Klondike Elementary K-5 339 920 581 1939 87,700 259 4.73 84 SE Knight Road Elementary K-5 447 600 153 1959 59,765 134 20.86 166 SW Lakeview Elementary K-5 197 320 123 1959 38,793 197 15.35 33 NW LaRose Elementary K-5 291 560 269 1963 94,426 324 5.47 44 NE Lester K-8 K-8 709 760 51 1955 107,896 152 4.9 165 SW Levi Elementary K-6 421 440 19 1928 71,179 169 9 81 SW Lincoln Elementary K-5 249 680 431 1923 80,080 322 2.663 48 NW Lucie E Campbell Elementary K-6 676 780 104 2002 84,740 125 21.2 82 SW Magnolia Elementary K-5 409 680 271 1950 61,866 151 6.27 225 SW Manor Lake Elementary K-5 372 540 168 1972 65,640 176 12.15 87 SE Newberry Elementary K-5 512 480 -32 1970 45,170 88 12.78 45 SW Norris Elementary K-5 215 440 225 1961 52,000 242 See Corry MS 47 SE Oak Forest Elementary K-5 751 820 69 1993 88,000 117 11.74 108 SE Oakhaven Elementary K-6 713 840 127 1956 56,522 79 See Oakhaven HS 205 SW Oakshire Elementary K-5 536 640 104 1966 84,004 157 15.46 43 SW Orleans Elementary K-5 232 400 168 1966 63,888 275 2.33 46 NE Peabody Elementary K-5 438 480 42 1909 53,997 123 2.42 206 SW Raineshaven Elementary K-5 182 620 438 1959 68,470 376 15.2 232 NE Raleigh-Bartlett Meadows Elementary K-5 556 580 24 1971 51,891 93 6.07 50 NE Richland Elementary K-5 738 800 62 1957 67,609 92 7.34 88 SE Ridgeway-Balmoral Elementary K-6 323 320 -3 1970 38,940 121 13.87 51 SW Riverview Elementary K-5 394 760 366 1952 69,422 176 See Riverview MS 7 SW Robert R. Church Elementary K-5 726 640 -86 2001 81,500 112 23.67 291 SE Ross Elementary K-5 1,049 860 -189 1976 121,986 116 10.71 52 NW Rozelle Elementary K-5 318 460 142 1914 58,750 185 4.98 233 NE Scenic Hills Elementary K-5 336 520 184 1957 48,388 144 19.98 53 SE Sea Isle Elementary** (Shares Site w/Park & Senior Ctr) K-5 474 440 -34 1955 79,703 168 32.94 58 NE Shady Grove Elementary K-5 399 360 -39 1963 48,401 121 9.72 54 NW Shannon Elementary K-5 342 580 238 1959 54,522 159 10.5 55 SE Sharpe Elementary K-5 452 440 -12 1955 47,130 104 5.82 174 SE Sheffield Elementary K-5 459 580 121 1970 120,832 263 See Sheffield HS 34 NE Shelby Oaks Elementary K-6 968 760 -208 1996 91,964 95 20.84 56 SE Sherwood Elementary K-5 652 720 68 1950 94,516 145 13.08 57 SE South Park Elementary K-5 505 420 -85 2000 85,000 168 12.92

Prepated by DeJONG Inc. 70 NAC 2008 Annual Report - APPENDIX Memphis City Schools - Facility Data 12/12/2008

239 NE Spring Hill Elementary K-5 432 700 268 1956 69,154 160 9.01 59 NW Springdale Elementary K-5 313 420 107 1939 58,986 188 6.14 177 NE Treadwell Elementary K-6 693 840 147 1938 65,400 94 See Treadwell HS 61 NW Vollentine Elementary K-5 442 580 138 1930 75,100 170 4 63 NE Wells Station Elementary K-6 685 380 -305 1954 69,435 101 8.43 207 SW Westhaven Elementary K-5 506 660 154 1956 68,000 134 15.85 64 NW Westside Elementary K-6 433 700 267 1952 49,474 114 5 169 SW Westwood Elementary K-6 401 820 419 1962 77,428 193 See Westwood HS 65 NE White Station Elementary** (Shares Site with Avon) K-5 554 680 126 1998 76,420 138 8.38 208 SW Whitehaven Elementary K-5 382 740 358 1949 49,885 131 10.38 227 SW White's Chapel Elementary K-6 210 420 210 1953 48,532 231 14.77 66 NW Whitney Elementary K-6 538 600 62 1962 38,000 71 12.43 41 NE William Herbert Brewster Elementary K-5 592 570 -22 2006 95,000 160 8.19 67 SE Willow Oaks Elementary K-5 700 600 -100 1957 74,349 106 11.58 209 SW Winchester Elementary K-5 498 640 142 1960 86,984 175 16 95 SE Winridge Elementary K-5 838 700 -138 2001 84,214 100 17.53 TOTAL [Elementary] n/a 53,109 63,970 10,861 Avg. Age 44 7,305,685 138 987 Planning 2008-09 Year Sq. Ft. / ID School Grades Capacity Difference Square Feet Site Acreage Zone Enrollment Opened Student MIDDLE SCHOOLS 363 SW A. Maceo Walker MS 6-8 776 900 124 2002 136,253 176 32 123 SE Airways Middle 6-8 381 650 269 1968 139,338 366 15 139 SE American Way Middle 6-8 1,021 775 -246 2003 140,500 138 26.36 110 NW Bellevue Middle 6-8 547 550 3 1928 93,972 172 6.8 213 SW Chickasaw Middle 7-8 447 600 153 1971 138,044 309 7.77 111 SE Colonial Middle 6-8 1,112 875 -237 1955 118,930 107 17.23 282 NE Cordova Middle 5-8 1,106 1,025 -81 1993 145,000 131 20.65 112 SW Corry Middle 6-8 344 625 281 1959 101,247 294 15.39 222 NE Craigmont Middle 6-8 872 950 78 2001 148,352 170 See Craigmont HS 121 NW Cypress Middle / KIPP Academy 6-8 685 625 -60 1967 216,171 316 8 113 SE Fairview Middle** (Admin Space) 6-8 317 425 108 1930 95,345 301 8.73 164 SW Geeter Middle 6-8 433 775 342 1961 103,702 239 14 114 NW Georgian Hills Middle 7-8 460 725 265 1959 87,069 189 17.34 161 SW Hamilton Middle 6-8 467 1,125 658 1942 136,797 293 15.61 204 SW Havenview Middle 6-8 839 950 111 1959 103,702 124 16.28 151 SE Hickory Ridge Middle 6-8 967 850 -117 2001 140,000 145 67.08 130 NW Humes Middle 6-8 470 650 180 1925 131,301 279 7.16 156 NE Kingsbury Middle 6-8 458 350 -108 1950 52,258 114 See Kingsbury HS 214 SE Kirby Middle 6-8 868 1,075 207 1987 85,050 98 15.3 86 SW Lanier Middle 6-8 498 675 177 1970 135,959 273 9.85 243 NE Raleigh Egypt Middle 6-8 872 950 78 1979 138,214 159 See Raleigh-Egypt HS 254 SE Ridgeway Middle 6-8 1,004 925 -79 2001 143,000 142 31.89 122 ME Riverview Middle 6-8 343 625 282 1967 150,850 440 12.62 118 SE Sherwood Middle 6-8 703 1,075 372 1957 118,930 169 7.84 92 SW Snowden School K-8 K-8 1,542 1,670 128 1909 199,849 130 10.77 171 SW South Side Middle / Memphis Health Careers Academy 6-8 418 500 82 1962 254,960 610 9.86 215 NW Vance Middle 6-8 372 850 478 1971 150,300 404 12 194 NW Westside Middle 7-8 436 450 14 1960 133,852 307 7 117 NE White Station Middle 6-8 1,156 975 -181 2007 81,131 70 8.66 158 SE Wooddale Middle 6-8 944 1,150 206 1970 184,760 196 14.66 TOTAL [Middle] n/a 20,858 24,345 3,487 Avg. Age 41 4,004,836 192 436

Prepated by DeJONG Inc. 71 NAC 2008 Annual Report - APPENDIX Memphis City Schools - Facility Data 12/12/2008

Planning 2008-09 Year Sq. Ft. / ID School Grades Capacity Difference Square Feet Site Acreage Zone Enrollment Opened Student HIGH SCHOOLS 148 NW B. T. Washington High 9-12 650 700 50 1949 202,918 312 10.37 125 SW Carver High 9-12 708 975 267 1957 167,088 236 11.38 145 NW Central High 9-12 1,706 1,450 -256 1911 264,654 155 11.87 106 NE Cordova High 9-12 2,054 1,550 -504 1997 270,000 131 49.52 222 NE Craigmont High 9-12 1,178 1,300 122 1972 324,517 275 50.44 NE Douglass High 9-12 384 700 316 2008 146,568 382 11.16 127 NE East High 9-12 1,059 1,400 341 1948 237,820 225 32.76 210 SW Fairley High 9-12 1,005 1,000 -5 1968 159,169 158 21.09 128 NW Frayser High 9-12 979 1,175 196 1949 189,648 194 54.01 129 SW Hamilton High 9-12 1,349 1,400 51 1971 336,151 249 23 211 SW Hillcrest High 9-12 892 1,025 133 1962 169,973 191 9.8 131 NE Kingsbury High 9-12 989 850 -139 1950 219,201 222 20.34 287 SE Kirby High 9-12 1,756 1,275 -481 1980 212,272 121 28 133 NW Manassas High 9-12 616 750 134 2007 145,614 236 18.99 134 SE Melrose High 9-12 1,288 1,200 -88 1971 280,000 217 10 167 SW Mitchell Road High 9-12 961 1,025 64 2002 117,630 122 23.3 144 NW Northside High 9-12 766 775 9 1967 293,868 384 10.77 107 SE Oakhaven High 7-12 740 875 135 1956 152,940 207 11.84 147 SE Overton High 9-12 1,304 1,400 96 1959 177,940 136 16.01 241 NE Raleigh Egypt High 9-12 1,281 925 -356 1969 145,850 114 20.17 157 SE Ridgeway High 9-12 1,346 1,425 79 1970 210,000 156 28.04 139 SE Sheffield High 9-12 859 1,025 166 1967 193,236 225 59.63 104 NE Treadwell High 10-12 545 975 430 1943 150,690 276 18.26 136 NW Trezevant High 9-12 976 1,450 474 1960 266,763 273 24.95 170 SW Westwood High 9-12 494 1,125 631 1958 181,342 367 27.65 138 NE White Station High 9-12 2,128 1,725 -403 1953 217,606 102 20.24 212 SW Whitehaven High 9-12 2,059 1,225 -834 1931 232,776 113 39.28 140 SE Wooddale High 9-12 1,536 1,175 -361 1967 234,000 152 17.37 TOTAL [High] n/a 31,608 31,875 267 Avg. Age 44 5,900,234 187 680 GRAND TOTAL n/a 105,575 120,190 14,615 Avg. Age 43 17,210,755 163 2,103 OTHER SCHOOLS NE Avon (Special Ed.) 73 1956 33,242 455 See White Station ES Adolescent Parenting Program 77 Alternative Elementary/Secondary 57 NE Campus Elementary 343 Leased Circles of Success Learning 138 SW City University (Charter) 349 1951 40,447 116 7.66 NW Delano Elementary (All Optional) K-6 282 360 78 1957 34,000 121 16.53 Early Childhood Programs 274 NW Grizzlies Academy (Contract School) 64 Leased NW Hollis F Price Middle College 155 Leased Homebound 255 NW Ida B Wells Academy** (Admin Space) 93 1963 71,059 5.72 SW J. P. Freeman Middle (All Optional) 1-8 631 725 94 1972 98,000 155 37 NE Macon High Academy (Alternative School) 121 300 179 1955 33,051 7.93 NE Memphis Academy of Health Sciences (Charter) 327 Leased NW Memphis Academy of Science & Engineering (Charter) 328 Leased NW Memphis Business Academy - Middle (Charter) 226 Leased Memphis Business Academy - High (Charter) 81 Leased Memphis Health Careers Academy (All Optional) 79 Southside MS See Southside MS Memphis Job Corps Academy 100 NW Middle College High (Middle College) 232 Leased Power Center Academy 121 NW Promise Academy (Charter) 227 1928 67,804 299 2.24 NW Pyramid Academy (Alternative) / (Admin Space) 43 1928 165,286 14.87 SE Shrine School (Special Ed) 126 1976 120,832 959 See Sheffield HS Soulsville Charter School 225 Leased SW Southern Avenue Charter 159 Leased NE Star Academy (Charter) 239 Leased Stafford High Academy 131 Student Transition Center 19 Success Elementary/Secondary 76 TOTAL [Other] 5,651 1,385 663,721 117 n/a CLOSED SCHOOLS Dunn Avenue Elementary 0 480 Locke Elementary 0 580 Lauderdale Elementary 0 580 Ridgeway Elementary (Used by Ridgeway High for 9th Grade) 0 300 Stafford Elementary 0 560 Walker Elementary 0 560 Longview Middle 0 800 Westside High 0 650 Source: Memphis City Schools 111,226

Prepated by DeJONG Inc. 72 NAC 2008 Annual Report - APPENDIX Shelby County Schools - Facility Data 12/12/2008

Shelby County Schools Facility Statistics Planning 2008 -2009 Year of Sq. Ft. / Site ID School Grades Capacity Difference Year Opened Square Feet Area Enrollment Addition[s] Student Acreage ELEMENTARY SCHOOLS 0003 5 Altruria Elementary K-5 772 820 48 1976 1978, 1984 88,321 114 10.0 0005 5 Arlington Elementary K-5 1,200 880 -320 1972 1999 87,949 73 10.0 0008 6 Bailey Station Elementary K-5 864 1,000 136 2005 113,691 132 20.0 0010 5 Barret's Elementary K-5 268 540 272 1960 1961, 2003 81,021 302 21.6 0020 5 Bartlett Elementary K-5 890 1,000 110 1990 2000 104,630 118 18.0 0030 5 Bon Lin Elementary K-5 767 1,000 233 2005 110,658 144 20.0 0049 NE Chimneyrock Elementary K-4 1,028 800 -228 1990 90,611 88 22.1 0055 6 Collierville Elementary K-5 806 1,020 214 1968 1972 114,081 142 37.5 0065 6 Crosswind Elementary K-5 767 740 -27 1993 90,629 118 19.2 0067 NE Dexter Elementary K-4 952 1,000 48 2002 119,082 125 16.0 0070 6 Dogwood Elementary K-5 649 800 151 1976 1979, 1985 88,000 136 18.5 0090 5 Ellendale Elementary K-5 570 840 270 1976 1979, 1984 84,693 149 10.0 0100 6 Farmington Elementary K-5 675 760 85 1973 1978, 1985 73,908 109 9.9 0105 6 Germantown Elementary K-5 737 640 -97 1975 1977 84,584 115 25.0 0078 7 E. A. Harrold Elementary K-5 433 340 -93 1961 1974 50,200 116 25.0 0108 4 Highland Oaks Elementary 2-5 849 1,040 191 1993 107,971 127 20.0 0117 4 Highland Oaks Primary K-1 398 500 n/a 2006 67,826 n/a Prior Lease 0080 2 E. E. Jeter Elementary K-5 212 380 168 1949 1969, 2003 70,058 330 16.0 0116 5 Lakeland Elementary K-5 1,048 1,000 -48 2001 115,780 110 20.5 0115 7 Lucy Elementary K-5 575 780 205 1921 1986, 2001 102,446 178 11.3 0118 3 Macon-Hall Elementary K-5 1,072 700 -372 1997 93,481 87 18.0 0123 7 Millington Elementary K-5 619 1,000 381 2004 115,104 186 20.0 0145 2 Northaven Elementary K-5 453 640 187 1978 1998 70,350 155 15.7 0150 5 Oak Elementary K-5 644 840 196 1986 1987, 2000 106,420 165 15.0 0155 5 Rivercrest Elementary K-5 1,027 800 -227 1998 109,536 107 18.0 0160 6 Riverdale Elementary K-8 1,074 569 -505 1968 1973, 1976, 1986 88,199 82 10.1 0175 4 Southwind Elementary K-5 1,131 880 -251 1990 92,400 82 18.0 0183 6 Sycamore Elementary K-5 779 940 161 2000 127,627 164 18.0 0190 6 Tara Oaks Elementary K-5 767 1,000 233 1995 2000 109,405 143 17.9 TOTAL [Elementary] n/a 22,026 23,249 1,223 Avg. Age 25 n/a 2,758,661 125 501.4 MIDDLE SCHOOLS 0007 5 Appling Middle 6-8 707 850 143 1995 96,000 136 18.0 0006 5 Arlington Middle 6-8 1,084 1,025 -59 2000 91,097 84 18.0 Bon Lin Middle 6-8 548 900 352 2008 111,442 124 0063 6 Collierville Middle 6-8 894 1,100 206 1934 1984,1989 114,865 128 9.7 0068 NE Dexter Middle 5-8 704 925 221 2002 112,072 159 16.0 0095 5 Elmore Park Middle 6-8 660 600 -60 1957 1960, 1980 69,943 106 17.0 0107 6 Germantown Middle 6-8 769 825 56 1979 1984 81,834 106 25.0 0109 6 Houston Middle 6-8 806 900 94 1992 92,750 115 18.0 0133 7 Millington Middle 6-8 509 675 166 1971 1975, 1995 80,784 159 10.0 0140 3 Mt. Pisgah Middle 5-8 1,230 1,175 -55 2007 1959, 1987 125,900 102 12.2 0168 6 Schilling Farms Middle 6-8 989 875 -114 1999 97,250 98 15.9 0170 5 Shadowlawn Middle 6-8 863 1,000 137 1967 1972 108,936 126 16.1 0180 4 Southwind Middle 6-8 1,089 1,200 111 1995 112,374 103 18.0 0185 2 Woodstock Middle 6-8 548 750 202 1956 1972, 1977, 2000 84,850 155 15.8 TOTAL [Middle] n/a 11,400 12,800 1,400 Avg. Age 25 n/a 1,380,097 121 210 HIGH SCHOOLS 0001 5 Arlington High School 9-12 2,004 2,000 -4 2004 327,069 163 69.0 0025 5 Bartlett High School 9-12 1,430 2,000 570 1962 1990, 2001,2002 220,160 154 26.4 0035 5 Bolton High School 9-12 1,889 1,980 91 1960 1989,1997,2001 293,200 155 34.2 0060 6 Collierville High School 9-12 2,003 1,800 -203 1975 1995 281,172 140 13.0 0110 6 Germantown High School 9-12 1,696 2,000 304 1964 231,717 137 21.6 0111 6 Houston High School 9-12 1,957 1,920 -37 1989 2002, 2004 263,689 135 45.0 0133 7 Millington High School 9-12 1,530 1,800 270 1971 1999 309,026 202 22.0 0178 4 Southwind High School 9-12 1,474 2,000 526 2007 326,926 222 63.0 TOTAL [High] n/a 13,983 15,500 1,517 Avg. Age 29 n/a 2,252,959 161 294 GRAND TOTAL n/a 47,409 51,549 4,140 Avg. Age 26 n/a 6,391,717 135 1,005 Source: Shelby County Schools

Prepated by DeJONG Inc. 73 NAC 2008 Annual Report - APPENDIX