Gilbert Community School District District Facility Study Overview

1. Gilbert Community School DistrictDistrict Facility Study Overview Information Forums April 19, 26 & 29, 2017

2. Forum Objectives and Agenda Objectives: • Provide information • Clarify key data inputs • Review Phase I assessment • Clarify next steps in facility planning and potential bonding referendum • Answer questions! Agenda: • Share board priorities, review timeline, and brief overview of district finances • Share enrollment projections • Review Phase I assessment • Q & A

3. District Priorities • Provide adequate educational spaces at all of the buildings. • After educational space needs are met, implement recommended MEPT and building envelope work to extend each buildings service life. • Evaluate what improvements and/or additions can be implemented to upgrade educational environments to 21st Century Learning vision. • Fine Arts, Ag Ed, Athletics, and other District requested projects.

4. Timeline and finances Timeline: • 2006 Middle School • 2013 High School • 2015 multiple new housing developments • Fall 2015 task force • Recommended Master Planning Process • 2016 Haila selected phase I assessment • 2017 Phase II planning • 2018 bond referendum Finances: • K-12 educational funding is categorical – limited sources for capital improvements • General Obligation Bonds • Sales Tax Bonds • PPEL • State law limits debt limit to 5% of district valuation • Current = $ 841M • Debt limit = $ 42 M • Current debt = $ 27.5 M • Debt margin = $ 14.5 M

5. Enrollment Growth Projections Two different “models/projections” • Model “A” - ISFIS – study results = 1% to 1.5% annual growth • Takes into account slower birth rate due to 2008 recession • Uses multiple factors and is affected by + and – economies • According to ISFIS, counted all rooftops and students in each and included estimated housing starts • Model “B” - Straight 3% growth – linear compounded growth • Over last 26 years - annual enrollment growth - +2.75% • Over last 10 years - annual enrollment growth - +3.25%

6. Enrollment Project Process • Woods & Poole Economics base projections by age used to estimate incoming cohorts • Aged cohort model used to estimate enrollment changes from year to year. • Historical matriculation factor used to capture in migration for higher grades. • Review of housing growth with City assessor, County assessor, and area realtor to perform sensitivity analysis. • Assumed stead reduction of Open Enrollment In over 10 years, resulting in zero Net Open Enrollment by late 2020s. • Process started in Summer 2016. 5 year forecast. Additional local construction factors, GIS analysis, and updated base economic forecasts used to revise forecast in January 2017, and extend to 10 years.

7. FY 2017 Forecast Vs. Actual - Residents • Total Variance 10 Kids (1%) • Forecast Error not evenly distributed – Top 7 Grades count for 200% of forecast error

8. January 2017 10 Year Forecast

9. Open Enrollment Management in Growing Districts • Positive Net Open Enrollment reduces resources per student. • Each resident student brings about $7,650 in resources. • Each student “open enrolled in” brings $6,700. • Each “open enrolled out” student brings in $950 in SAVE revenue, but consumes no district resources. • Explains why fast growing districts shut down open enrollment. Consider Ankeny and Waukee

10. BuildingConditions Elementary School • Exterior – Good Condition – PPEL projects • Interior – MEPT – portions require work Intermediate School • Exterior – Good Condition – PPEL projects • Interior – HVAC in 3rd & 4thGrd. CRs; 5th Grade CRs in old HS science rooms; Vocal CR - HVAC & Finishes Middle School – Very good condition High School – Very good condition

11. Building Capacity/Needs Elementary School • Can “create” 3 more classrooms through creative reassignments • May require reactivation of one portable • Additional classrooms will be required by 2028/2029 • Secure entry & finish upgrades Intermediate School • Currently 3 “vacant” classrooms • 5th Grade classrooms and Vocal will benefit from renovation • Fine Arts may well exceed room capacities in future. Band room close to “full” now • Secure entry into the building

12. Building Capacity/Needs Middle School • All classrooms in use • 3% growth model - need 2 CR by 2020 and 2 more CR by 2026 (possibly add 4 initially) • Locker Rooms are undersized • Wrestling Room undersized • NW corner Gym exit door used extensively. Results in sand, dirt, snow brought into Gym and affects floor and room temperature

13. Building Capacity/Needs High School • Virtually all classrooms in use 7 out of 9 periods/day • Both growth models – need 4 CR by 2019; 3% 4 CR by 2026 • Band Room and Changing Room too small • Ag Ed program – additional building needs, AG Tech Learning Center & VO Tech Shop/Lab @ capacity

14. Activity Needs Athletics - Fields • Practice field north of Stadium – condition not very conducive to use for football/soccer practice – field event use during track season • Need either BB and SB competition or practice fields to alleviate overuse of existing fields + scheduling issues • Practice running track at Intermediate School in poor condition – borderline unsafe – large cracks • Additional practice fields at Middle School would benefit multiple sports programs (District and community)

15. Achieving District Priorities Priority 1 – Adequate Educational Space (CR) To keep up with projected enrollment growth: BY FALL 2019 • Add four (4) new CR @ HS • Add two (2) new CR@ MS BY FALL 2024 • Add four (4) new CR @ HS • Add two (2) new CR @ MS BY FALL 2029 • Add CR or build new Elementary

16. Achieving District Priorities Priority 2 – MEPT and Envelope Upgrades • By Fall 2018 – Complete work at Elementary and Intermediate School • Ongoing – Continue PPEL work • Roofs • Masonry tuck pointing • Doors and hardware • Miscellaneous MEPT work

17. Achieving District Priorities Priority 3 – 21st Century Learning Environments • Intermediate School • Maker space already initiated 2016 • Utilize vacant classrooms – small group break out spaces • Middle School • Corridor Intersections • Challenges (at most school buildings) • Lack of available space to create added spaces • Opportunities (at most school buildings) • Considering investment in flexible furniture and equipment • Future teacher office area (likely an addition)

18. Achieving District Priorities Priority 4 – Fine Arts, Ag Ed, Activities • Initial group of projects (TBD) • HS - Ag Tech Learning Center (And possibly VOTech/ Shop enlargement) • HS - Fine Arts Addition • MS – Expand locker rooms, and add on Wrestling Room and Gym entrance vestibule and waiting area • Intermediate School – Secure Entry, 5th Grade remodel, Vocal room • Activities – BB/SB fields (practice or competition), practice field(s) work, practice running track

19. Achieving District Priorities Options Presented to Board Phasing/ ability implement all driven by bonding capacity • Option 1- Multiple projects at multiple buildings/ sites; delay building new elementary school • Option 2- Build new Elementary School first, only add minimal High School and Middle School classrooms as needed

23. Gilbert Trails Project • 1.5 miles road to be paved and 8” bike path separate from the road (along east side) • County to fund the road pavement project • County and community (us!) to split the costs of the bike trail - $300 K • $150 K fundraising • $75 K matching donation by Underwood family • $15 K already donated, $60 K to go! • Project to begin in June, target completion this fall!

24. Questions and Answers