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05-07-18 BOT Agenda Packet
The Regular Meeting of the Board of Trustees will begin immediately following the conclusion of the Board of Trustees Workshop but not prior to the posted start time. Mission Statement Westlake Academy is an IB World School whose mission is to provide students with an internationally minded education of the highest quality so they are well-balanced and respectful life-long learners. Page 1 of 2 WESTLAKE ACADEMY Vision Statement Westlake Academy inspires college bound students to achieve their highest individual potential in a nurturing environment that fosters the traits found in the IB Learner Profile: Inquirers, Knowledgeable, Thinkers, Communicators, Principled, Open-Minded, Caring, Risk-takers, Balanced and Reflective BOARD OF TRUSTEES MEETING AGENDA May 7, 2018 1500 Solana Boulevard Building 7, Suite 7100 1st FLOOR, COUNCIL CHAMBER WESTLAKE, TX 76262 Workshop Session 5:00 p.m. Page 2 of 2 Work Session 1. CALL TO ORDER 2. PLEDGE OF ALLEGIANCE 3. RECOGNITION OF THE 2018 TOP 10% AND THE VALEDICTORIAN AND SALUTATORIAN. 4. DISCUSSION ITEMS a. Presentation and discussion regarding Process for Capital Improvement Planning for Westlake Academy. 5. BOARD RECAP / STAFF DIRECTION 6. ADJOURNMENT ANY ITEM ON THIS POSTED AGENDA COULD BE DISCUSSED IN EXECUTIVE SESSION AS LONG AS IT IS WITHIN ONE OF THE PERMITTED CATEGORIES UNDER SECTIONS 551.071 THROUGH 551.076 AND SECTION 551.087 OF THE TEXAS GOVERNMENT CODE. CERTIFICATION I certify that the above notice was posted at the Town Hall of the Town of Westlake, 1500 Solana Blvd., Building 7, Suite 7100, Westlake, TX 76262, on May 2, 2018, by 5:00 p.m. under the Open Meetings Act, Chapter 551 of the Texas Government Code. _____________________________________ Kelly Edwards, Town Secretary If you plan to attend this public meeting and have a disability that requires special needs, please advise the Town Secretary 48 hours in advance at 817-490-5710 and reasonable accommodations will be made to assist you. Board of Trustees Item # 2 – Pledge of Allegiance Texas Pledge: “Honor the Texas flag; I pledge allegiance to the, Texas, one state under God, one and indivisible.” 3. RECOGNITION OF THE 2018 TOP 10% AND THE VALEDICTORIAN AND SALUTATORIAN. Board of Trustees Item # 3 – No Supporting Documentation estlake Academy Board of Trustees TYPE OF ACTION Workshop - Discussion Item Westlake Academy Board Meeting Monday, May 07, 2018 TOPIC: Presentation and Discussion Regarding Process for Capital Improvement Planning for Westlake Academy STAFF CONTACT: Tom Brymer, Town Manager/Superintendent Strategic Alignment Vision, Value, Mission Perspective Curriculum Outcome Objective Respect for Self and Others Citizen, Student & Stakeholder PYP / MYP / DP Improve the Efficiences of Operational Systems Strategic Initiative Outside the Scope of Identified Strategic Initiatives Time Line - Start Date: N/A Completion Date: open ended Funding Amount: N/A Status - N/A Source - N/A EXECUTIVE SUMMARY (INCLUDING APPLICABLE ORGANIZATIONAL HISTORY) The WA Campus Facility Master Plan (Plan) was discussed as to the possibility of funding an update to this Plan at the Budget Retreat last summer during preparation of the FY17-18 Budget. No funding was included in the FY 17-18 Budget to retain professional services to update this six-year old Plan, although the Council indicated willingness to consider funding it by approaching the Texas Student Housing Association (TSHA) for such funding. Prior to initiating such discussions with TSHA, Staff initiated a joint Town Council/Board of Trustees workshop discussion on this topic of updating this Plan which was held on February 5, 2018. The purpose of this discussion was to obtain consensus on the scope of services for updating the Plan prior to requesting any funding from the TSHA. Much discussion between Staff and the Council/Board ensued on February 5th, with a consensus that further discussion on this topic was needed. The purpose of this workshop agenda item would be to discuss this subject further in the context of a recommended process that: • defines “immediate need” to identify WA capital project(s) to address that immediate need, and • begins to address medium and long-range projects via a process that considers medium and long-range facility planning within the context of both reviewing the existing Campus Facility Master Plan and any effort to re-visit and update that Plan, and • creates an intersection and reconciliation of any identified immediate need capital project with the Campus Facility Plan, either in its current form or as it may be revised through an update process. RECOMMENDATION Review and discuss the proposed and recommended process for advancing Westlake Academy capital improvement planning and provide Staff feedback regarding this proposal. ATTACHMENT 1. Memo dated 5 3 18 from Superintendent outlining a proposed process for moving forward on capital planning for Westlake Academy facilities. 2. Current Westlake Academy Campus Facility Plan. Page 1 of 4 MEMORANDUM Date: May 1, 2018 TO: Honorable Mayor and Town Council/Board of Trustees FROM: Tom Brymer, Town Manager/Superintendent SUBJECT: Capital Improvement/Facility Planning for Westlake Academy Background and Purpose of this Memorandum WA campus facility master planning was discussed at a joint Town Council/Board of Trustees workshop on February 5, 2018. Much discussion between Staff and the Council/Board ensued, with a consensus that further discussion on this topic was needed. Specifically, the discussion on February 5th with the Council/Board focused on the need and desire to re-address capital improvement planning for Westlake Academy. Presently we have a multi-year Westlake Academy (WA) Campus Facility Master Plan that was adopted by the Town Council on November 12, 2012 and by the Board of Trustees on November 5, 2012. Much time and effort as well as financial resources were invested in this Plan. Since it has been almost six years since it was approved and adopted, it is time to re-examine the Plan again, if for no other reason than to make sure it is still meeting the Town’s needs for its school, Westlake Academy. The purpose of this memorandum is to outline a proposed process for moving forward on capital planning for Westlake Academy facilities. CIP Process Generally and How WA Facility Planning Fits into It The purpose of the Town’s 5 Year Capital Improvement Plan (CIP) is to be a proactive tool that identifies projects for serious consideration that involve investing in new infrastructure or investment in existing infrastructure. The CIP tool is intended to achieve the outcome of insuring that the Town is adequately planning for, and investing in, both its new and existing infrastructure. Identification of capital project needs is important, so they can be considered holistically in conjunction with the operating financial needs of the Town in the annual budget. This in turn allows the Council/Board to make balanced long-term decisions about both the Town’s services and its Page 2 of 4 infrastructure within the context of the Town’s financial requirements and financial condition. As a subsidiary capital improvement plan, this current WA Campus Facility Plan (Plan) identifies projects that may be needed over a defined planning period. The importance of the Plan cannot be overstate d if for no other reason than it allows the Town to avoid planning the campus in an incremental as opposed to a long range, holistic fashion. Once the Plan identifies projects (through a lengthy vetting process involving Staff and the Council) and Council is agreed to begin tentatively considering them, these projects are then placed in the Town’s overall 5 Year Capital Improvement Plan. The Town’s overall 5 Year CIP, in addition to possible WA capital projects, contains a variety of other identified capital projects including streets and drainage projects, fire stations and other public buildings, as well as parks other public infrastructure. All this capital improvement planning must consider the timing of projects, their priority, as well as the sources and uses of the financial resources necessary to fund for them. Recommended Process for Westlake Academy Capital/Facility Planning Staff is recommending the Council/BOT’s consideration of a “three pronged” approach, with parallel pathways conducted concurrently which ultimately intersect, thus moving us forward in both the short in the long term. First Step - Define and Identify Immediate WA Facility Needs. This requires a definition that both the Staff and the Council/Board are in consensus with regarding the term “immediate need” in the context of planning WA facility needs. Leadership Team members at both WA and in the Municipal portion of the Town organization have been working on such a definition. It is: An immediate need for WA capital/facility planning is a facility need that, if unaddressed over the next two years, will create an inability to fulfill WA’s VVM while posing a substantial physical, social-emotional, and/or academic risk to the success of the academy staff and/or students. To determine WA’s critical mass the following criteria will be assessed using a risk-analysis model: compliance, cost, and quality of student learning. • Compliance includes federal and state guidelines, IB Standards and Practices, strategic plan, and directives from the Board of Trustees. Page 3 of 4 • Cost includes the actual financial outlay for each item being considered in addition to costs associated with alternative service delivery opti ons. • Quality of student learning refers to the ability of the academy to meet with unique educational needs of all learners while ensuring successful implementation of the IB curriculum. Short term as used here would be a period from now through the next 2 years. This definition of an “immediate need” project must create a “distillation” process which results in what is basically a forced ranking, i.e. a project that is so critical that WA’s ability to deliver educational services at the level it now does, is clearly affected deleteriously. Further, the current WA facility plan would also need to be reviewed to see if any of the Phase 2 and 3 projects identified in it should be considered as immediate need projects . Second Step - Begin the Medium and Long-Term Facility Planning Process for WA while considering immediate need projects. This would involve the following steps: • Review of the Current WA Facility Plan- this review would have as its objective to identify which projects in the current Plan are still viewed as valid and which are not. • For those projects viewed as still valid, seek agreement on their timing. It is recommended a time frame category be assigned to these projects still viewed as valid. This could be done several ways, but often simpler is better when going through this exercise. For example, “medium term” projects could be those with a 3-5-year time frame while long-term projects could be those with a 5 year plus planning horizon. • Retaining services of a school demographic forecasting firm to review previous student population growth forecasts related to residential growth in Westlake and make new forecasts based on this Westlake residential growth. This effort is underway using SDS, a school demographics analysis and forecasting firm that was used for the current WA Campus Facility Plan. • Deciding to use the services of a qualified school facilities planning firm to assist in updating the WA Campus Facility Plan. These firms are often architectural firms that design school facilities. It is important that a selected firm understand WA in terms of the type of school it is and what differentiates WA. The scope of this engagement would need to be Page 4 of 4 refined, i.e. should the plan examine only what is being offered by WA today or take a more future focus in terms of educational programming that might be needed over the next 5-10 years? Is facility planning at WA only going to focus on buildings, but other facility related planning needs such as land? Third Step - Intersection and Reconciliation of Immediate Needs Projects with the Campus Facility Plan. This is especially important if the decision is made to update the Plan for medium and long-range projects so that any immediate need project(s) would not represent an impediment to t he execution of longer term projects (or vice versa). This reconciliation would need to occur concurrent to and early in the medium and long-range project planning process so both processes could move forward in tandem and not conflict. Conclusion Any process for capital improvement planning has both pros and cons. The recommended process outlined here certainly can be argued to have its pros and cons as well. However, considering all the factors involved, this process has, in Staff’s view, the strongest ability to move us forward in a manner best suited to support the Town’s and WA’s vision, mission, and values. This process best addresses the need to properly plan for Westlake Academy’s facility needs both for the near term and over the next 5-10-year planning horizon. Westlake Academy Facilities Master Plan November 5, 2012 Westlake Academy Facilities Master Plan 2 Introduction Student Population Growth Projections Facilities Master Plan Phase One Phase Two Phase Three 1 2 3 Introduction Westlake Academy Facilities Master Plan 3 Background Image of the original facilities master plan The Westlake Academy Facility Master Plan represents the vision for the future as seen through school staff and stakeholders. While it might not detail the programming of the remaining structures with 100% accuracy, it does provide a framework from which to set priorities and make decisions. Beginning in 2002 with the initial master planning efforts, Westlake Academy strived to create a campus that provides students with a nurturing environment that fosters critical thinking. The 2002 master plan created the initial vision of developing a unique campus that blended with the natural surroundings and utilized architectural vernacular consistent with the local environment. Campus buildings utilized clerestory windows to provide natural daylighting throughout the buildings and classrooms that opened to outdoor seating areas to encourage the use of both indoor and outdoor learning spaces. Additionally, the buildings were designed with a significant amount of flexible space to encourage group learning and team building. As the more detailed design of the campus began, the initial site plan was altered, while the building design retained many of the design features outlined above. The current campus is displayed in the lower right, and while it doesn’t mimic the original master plan exactly, it is easy to identify the roots of the site plan design within the original sketches. When the school opened in 2003 it opened with the main building just off the campus green along with the gymnasium/cafeteria, while the arts and sciences center was added to the south west corner of campus in 2008. In 2006 Westlake Academy became an International Baccalaureate World School following its authorization for the Primary Years Programme (PYP). Further accreditation followed in 2007 with the Middle Years Programme (MYP); and 2008 for the Diploma Programme (DP). These accreditations make it one of only five schools in the United States, and the only one in Texas, to offer all three programmes. Recognized as one of the nation’s top high schools by both US News & World Report and Newsweek, Westlake Academy is focused on continually striving to match their vision, achieve their mission and live by there core values as outlined below. • Vision: Westlake Academy inspires students to achieve their highest individual potential in a nurturing environment that fosters the traits found in the IB Learner Profile. Inquirers, Knowledgeable, Thinkers, Communicators, Principled, Open-minded, Caring, Risk- takers, Balanced, and Reflective • Mission: Westlake Academy is an IB World School whose mission is to provide students with an internationally minded education of the highest quality so they are well-balanced and respectful life-long learners. • Values Statements: Maximizing Personal Development, Academic Excellence, Respect for Self and Others, Personal Responsibility, Compassion and Understanding. Image of the current campus Introduction Westlake Academy Facilities Master Plan 4 Planning Issues and Space Needs As an open enrollment charter school Westlake Academy accepts students based from two distinct geographic areas. The primary boundary is the same as the Town boundary while the secondary boundary covers the majority of the western half of the metroplex. Students who live within the primary boundary are automatically admitted to the school, and students who have applied for enrollment from within the secondary boundary are subject to a student lottery. As the number of students from inside the Town boundary has increased from 39 in 2003 to 204 in 2012, the students from outside the Town boundary have increased to more than 400. This has caused the current campus to reach its capacity losing virtually all of the flexible space that was key to the initial design intent. It is the goal of this facilities master plan to develop plans for phased capital improvements that decompress the current campus as it stands today and provide strategies to accommodate future enrollment. Discussions with staff members and key stakeholders revealed a number of key areas where the campus doesn’t meet the current needs of students or staff. Cafeteria/Lower-Level Gymnasium Space The current dining room, kitchen and serving room are all undersized for the current number of students. • In order to accommodate the current students, the dining room has spilled over its currently programmed space to encompass an adjacent art/science room. • The space originally programmed as a kitchen staff toilet is being used as storage. • Storage space designed for the art/science classroom is being utilized as an office for the PE Department. • The general storage space adjacent to the music room is currently an office with a small amount of storage space. • Looking forward, a significant amount of new dining space is needed to accommodate the current number of students and return some of the spaces to their originally programmed intent. Upper Gymnasium The upper gymnasium is primarily being used as initially programmed, with the exception of a couple of spaces. • A Security space off the main entrance is being used as office space. • A storage closet is also being used as office space. • While the majority of spaces are being utilized for their initial purpose, the size of the facility has become inadequate to support the current number of students and sports. There are only 19 locker stalls in both the boys and girls locker and there is only one small storage space that is shared by all of the different sports. • Based on current student enrollment there is an immediate need for additional athletic space that includes lockers, multipurpose rooms, weight rooms and PE offices. Library The library has recently been reprogrammed to provide more media- based learning, but needs to be expanded to serve the current number of students. Additionally, both the current work room and storage room within the library are being used as staff office space. Unit A and Classroom PODS Throughout the main building a number of spaces are being used for different purposes than originally programmed. • The nurse station has expanded taking over the adjacent telecommunications closet. • The two main closets in unit A are being utilized as a copy room and book storage. • In POD F room 225 is being used as office space for three staff members as well as a break room • In POD D the teacher’s lounge is used as office space for two staff members and the small conference room is being used as office space. Floor plans identifying each of the spaces that are being used for any purpose other than their original intent can be found in Exhibit A. Following a review of the current space needs, we put together an overview of the typical size of classrooms and educational spaces from various institutions across the country to compare Westlake’s facilities to those used by a variety of other schools. This programming overview can be found in Exhibit B. After reviewing the current space needs and developing a typical programming spreadsheet, we worked through a number of potential enrollment and growth scenarios ranging from 780 total students to 1,300 students. We then developed site plans with corresponding programs to determine the ideal facilities plan that would provide Westlake Academy with an enriching environment where students could thrive both academically and culturally. Draft site plans and programs can be found in Exhibit C. Following the development of School District Strategies student enrollment growth projection, we determined that upon full build-out the Westlake facilities should be able to accommodate 1,300 students in the next 20 years. Additionally, the most pressing needs were determined to be more athletic space, multipurpose space, dining space and additional secondary school classrooms. To address these needs we developed a facilities master plan that decompresses the campus and provides the necessary flexibility to accommodate 855 students in phase one by adding a cafetorium, secondary school building and field house. Under this scenario grades K - 7 would have 20 students per section all located within the current buildings, while grades 8 - 12 would have 25 students per section and be located within the new secondary school. In phase two, the campus completes an addition to the new secondary building and adds new kindergarten classrooms adjacent to Pod B bringing the capacity up to 1,140 students, marking the transition from three sections per grade to four. The final phase delivers an auditorium and additional arts and science classrooms eliminating the portable classrooms, bringing the student total to 1,300 or four sections of 25 students per class. The following pages provide a brief overview of the School District Strategies enrollment study followed by detailed master plans for each phase of the facilities master plan. Student Population Growth Projections Westlake Academy Facilities Master Plan 5 The Dallas-Ft. Worth (DFW) new home market activity is improving after hitting bottom in late 2009. A strong spring selling season in 2Q 12 produced the most quarterly activity in four years. Annualized numbers have now been growing for four straight quarters. Over the next decade DFW’s new home market is projected to expand 15% per year as the population in the market climbs from 6.3 to 8 million people. As the overall new home activity slowly improves, all price segments are seeing increased activity. The $300K-$500K price segment has seen the highest gains on a percentage basis, up 24% compared to the same period last year. In addition, year-over-year activity in the $500K and Above price segment is up 11%. In submarkets across DFW, $500K-$750K markets typically produce 30-40 homes per year. Submarkets priced $750K-$1 million price see far less activity, typically 8-10 homes per year. Over $1 million, the typical submarket produces 16-20 homes per year. Westlake’s new home market is a $1 million and Above market, and it has historically mirrored the market average for the price segment. Although Westlake’s new home market has been slow to recover since the downturn in 2008, activity has recently improved. Builders in Westlake started 16 homes and closed 9 over the past 12 months ending June 2012. Under the low growth scenario, Westlake would remain at the 16-20 homes per year level. DFW’s projected population and household growth and strong job market could drive the rate of new home construction in Westlake even higher. A moderate growth scenario assumes that the market will increase 15% per year over the next 5-10 years. The result would be a gradual increase to 30-50 new homes per year after 2018. The pace of new home construction could be even faster if zoning requirements are changed to allow smaller lots and homes priced from $500K to $1 million. If this occurs, then a high scenario of 90-100 new homes per year is possible. The 2010 Census counted 995 people and 302 households in Westlake. The majority are located on the southeast side of town. As Westlake experienced significant population growth from 2000 to 2010, the average household size changed from 2.46 to 3.28. The dramatic change reflects the large number of family households that moved into the district. As more families moved in, the Under 18 population increased (up 700% vs. 2000 total). The sharp rise represents the addition of 313 people under the age of 18. In total, the census results showed that the typical household in Westlake contained 1.01 student-aged persons (Age 5-17). Enrollment data for Westlake resident students shows that about half of the overall Westlake age 5-17 population was enrolled at Westlake Academy (0.51 per household) in 2010. This fall, the ratio is estimated to have increased to 0.65. Under the Town’s current zoning, residential development would produce about 2,000 households at build-out. At 0.7 students per household, Westlake Academy’s total number of students from Westlake residents would equal 1,395 students at build-out. Current enrollment for Westlake residents is 204. Under the low housing growth scenario, it would take nearly 10 years for enrollment to increase by 100 students. If the moderate growth occurs, resident enrollment would increase by 100 students in 5-7 years, and enrollment would be near 375 students by Fall 2022. If the high scenario growth occurs, then resident enrollment would increase by 100 students in 3-5 years, and ten years from now enrollment from Westlake residents would surpass 700 students. Even if the high growth occurs, Westlake Academy’s resident enrollment in Fall 2022 would still be only half of the projected build-out number. It would likely take another 10-12 years at the high pace to reach 1,395 students. Westlake Residential and Student Enrollment ForecastTown of Westlake/Westlake Academy Page 24 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 IX.Westlake Academy Enrollment Forecast The chart below summarizes the three enrollment forecast scenarios for Westlake resident students. The projections are based on the housing forecast (new household formations) discussed in Section 5 and the typical number of Westlake resident students per household. If market conditions stay the same over the next decade (i.e. 16-20 new household formations (total closings) added per year and 0.6 new students per new household), then Westlake Academy’s resident enrollment is projec ted to follow the low scenario path (green line). If the pace of household growth increases 15% per year and households yield 0.70 students per new home then enrollment will follow the moderate growth scenario (blue line). If household formations increase to the 90-100 units per year level as projected by the NTCOG and the student yield remains at 0.70, then the projected enrollment growth will follow the high scenario (red line). Westlake Residential and Student Enrollment Forecast by School District Strategies Executive Summary Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy August 6, 2012 Master Plan Westlake Academy Facilities Master Plan 6 To address the projected student population growth detailed on the previous page, the full facilities master plan for Westlake Academy can accommodate up to 1,300 students with the addition of a cafetorium, a secondary school building, a fieldhouse, a kindergarten pod, an auditorium and an arts & sciences addition. Adding more than 65,000 square feet, the full build out would more than double the current amount of space on the campus. While the facilities can accommodate 1,300 students, the campus would be slightly undersized at that enrollment level in a few key areas. First, the sports fields remain in the existing configuration and could still only accommodate six-man football. Second, the secondary school cafeteria would be slightly over capacity serving 500 students, but that is still 30% less than the 650 students it serves today. Lastly, at 1,300 student enrollment, all classrooms would be comprised of 25 students including the grades 2-7 classrooms which are only 550 square feet making some of the spaces smaller than would be ideal. Option A Master Plan Westlake Academy Facilities Master Plan 7 In response to the slightly undersized capacity of the campus at 1,300 students, a second facilities plan was developed to show the additional land required to better accommodate students and staff. While the secondary school cafeteria would be slightly undersized at full capacity, it wouldn’t make sense to build a new facility until the school expands beyond four sections per grade level. Additionally, 25 students per class isn’t the best case scenario, especially in 550 square foot classrooms for grades 2 - 7, but it provides the school with the fiscal flexibility to expand at a later date. The one amenity well below standards when compared to facilities nationwide are the athletic fields. To account for this we have added four new tennis courts, a full-size football field with track, a baseball field and a softball field to complement the existing soccer field. Adding these athletics fields would provide the Westlake campus with sports facilities that match the current national standards, and require 12.5 acres of additional land. Ideally these fields would be located north of the existing fields to provide continuity between the sports programs. If option B is chosen as the preferred option, ideally the field house would shift north to be located near the center of the sports complex and avoid some of the storm sewer and space issues related to the southern site location. If the school determines that 25 students per classroom is more than they are willing to undertake, it would also be possible to construct additional classroom space within the new expanded campus. Option B Master Plan - Phase One Westlake Academy Facilities Master Plan 8 Phase one of the facilities master plan includes the addition of a cafetorium, a field house and a secondary school building that would accommodate 855 students or 20 students per section for grades K-7 and 25 students per section for grades 8 - 12. • The cafetorium will be approximately 9,600 square feet with the capacity to seat approximately 465 students and includes dining space, a stage, dressing room/multipurpose space, kitchen, lobby, restrooms and additional storage. Upon completion, the new cafetorium will serve the primary school and the secondary school will continue to use the current dining facilities. • The field house will have boys, girls and visiting team locker rooms, weight room, storage, laundry, office space, faculty restrooms, conference rooms and classroom space along with outdoor concession space and outdoor restroom access. • The secondary school building will include 15 classrooms, three rooms for flex space, as well as additional office space, which would help to decompress the existing campus. • Por table classrooms remain in use for art and science Master Plan - Phase One Westlake Academy Facilities Master Plan 9 Campus Program - 855 Students Westlake Academy 855 Student Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Workrooms 576 576 Conference Rooms 460 460 Principal (Secondary)200 200 200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,293 3,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 13,328 8,393 Current Square Feet 59,196 New Square Feet 38,088 Total Square Feet 97,284 Westlake Academy 855 Student Scenario General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Kindergarten 3 825 20 60 41 2,475 First Grade 3 825 20 60 41 2,475 Second Grade 3 550 20 60 28 1,650 Third Grade 3 550 20 60 28 1,650 Fourth Grade 3 550 20 60 28 1,650 Fifth Grade 3 550 20 60 28 1,650 Sixth Grade (General Purpose)3 550 20 60 28 1,650 Seventh Grade (General Purpose)3 550 20 60 28 1,650 Eighth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Ninth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Tenth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Eleventh Grade (General Purpose)3 700 25 75 28 2,100 2,100 Twelfth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Sub Total 39 855 25,350 10,500 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Sub Total 5 6,193 6,193 Food Service Dining Room 8‐12 (Current Dining Room)1,535 1,535 Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Cafetorium Dining Room K‐7/ Auditorium 4,200 4,200 4,200 Kitchen 1,200 1,200 1,200 Additional Storage 400 400 400 Restrooms 800 800 800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,000 1,000 Sub Total 12,060 12,060 9,600 Library (Primary)1,330 1,330 Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Sub Total 1,630 1,630 Health Nurse (Primary)308 308 Sub Total 308 308 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE/ Athletics (Field House)9,595 9,595 9,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,342 9,595 Specialized Classrooms Library Westlake Academy 855 Student Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Workrooms 576 576 Conference Rooms 460 460 Principal (Secondary)200 200 200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,293 3,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 13,328 8,393 Current Square Feet 59,196 New Square Feet 38,088 Total Square Feet 97,284 Westlake Academy 855 Student ScenarioGeneral Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square FootageKindergarten3 825 20 60 41 2,475First Grade 3 825 20 60 41 2,475Second Grade 3 550 20 60 28 1,650Third Grade 3 550 20 60 28 1,650Fourth Grade 3 550 20 60 28 1,650Fifth Grade 3 550 20 60 28 1,650Sixth Grade (General Purpose)3 550 20 60 28 1,650 Seventh Grade (General Purpose)3 550 20 60 28 1,650 Eighth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Ninth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Tenth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Eleventh Grade (General Purpose)3 700 25 75 28 2,100 2,100 Twelfth Grade (General Purpose)3 700 25 75 28 2,100 2,100 Sub Total 39 855 25,350 10,500 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Sub Total 5 6,193 6,193 Food Service Dining Room 8‐12 (Current Dining Room)1,535 1,535 Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Cafetorium Dining Room K‐7/ Auditorium 4,200 4,200 4,200 Kitchen 1,200 1,200 1,200 Additional Storage 400 400 400 Restrooms 800 800 800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,000 1,000 Sub Total 12,060 12,060 9,600 Library (Primary)1,330 1,330 Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Sub Total 1,630 1,630 Health Nurse (Primary)308 308 Sub Total 308 308 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE/ Athletics (Field House)9,595 9,595 9,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,342 9,595 Specialized Classrooms Library Master Plan - Phase One Westlake Academy Facilities Master Plan 10 Cost Estimates Sedalco Estimate of Probable Construction Cost AUI Estimate of Probable Construction Cost Average Estimate of Probable Construction Cost With the pressing need to decompress space and accommodate a growing enrollment base, we worked with both Sedalco and AUI Contractors to develop estimates of probable construction costs for phase one as outlined above. Both contractors provided us with estimates of Hard costs while our firm added estimates for soft costs based on a percentage of the probable hard costs. The estimates were based on the following assumptions: • Cafetorium: 9,600 sf • Field House at 9,595 sf • Secondary Building at 18,893 sf Material Assumptions • Cafetorium: Metal Roof, Tilt wall, stone detailing and tile roof detailing to occur only at entry or special area- include kitchen equipment • Cafetorium would not have fixed seating or raised stage- would require sports floor • Classroom Buildings: Similar to latest art and science building on campus which is majority stucco but with stone accents and gable roofs with tile • Secondary school may have some stone or roof accents to tie into other campus buildings but not as much as the one story structures • Currently the campus has all roof-top units- no physical plan • Interior spaces- concrete/ stained concrete in corridors, - carpet in classrooms Based on the preceding assumptions the estimates ranged from $143 to $167 per square foot for hard costs, and about $58 to $68 per square foot for soft costs totalling $7.7 million and $8.9 million respectively. The average of the two estimates totaled $8.3 million. * Full estimates can be found in Exhibit D Hard Costs Square Feet Price per Square Foot Total Cost Cafetorium 9,600 $130.39 $1,251,761 Field house 9,595 $145.48 $1,395,916 Secondary School 18,893 $149.18 $2,818,423 Total Hard Costs 38,088 $143.51 $5,466,100 Owners Contingency 10% $546,610 Total Hard Costs $6,012,710 Soft Costs Total Hard Costs Percentage of Hard Costs Total Design/Engineering $6,012,710 10.0% $601,271 Sitework $6,012,710 12.5% $751,589 IT/Security $6,012,710 5.0% $300,636 FFE $6,012,710 10.0%$601,271 Total Soft Costs $2,254,766 Total Costs $7,720,866 Hard Costs Square Feet Price per Square Foot Total Cost Cafetorium 9,600 $130.39 $1,251,761 Field house 9,595 $145.48 $1,395,916 Secondary School 18,893 $149.18 $2,818,423 Total Hard Costs 38,088 $143.51 $5,466,100 Owners Contingency 10% $546,610 Total Hard Costs $6,012,710 Soft Costs Total Hard Costs Percentage of Hard Costs Total Design/Engineering $6,012,710 10.0% $601,271 Sitework $6,012,710 12.5% $751,589 IT/Security $6,012,710 5.0% $300,636 FFE $6,012,710 10.0%$601,271 Total Soft Costs $2,254,766 Total Costs $7,720,866 Hard Costs Square Feet Price per Square Foot Total Cost Cafetorium 9,600 $150.20 $1,441,881 Field House 9,595 $127.63 $1,224,583 Secondary School 18,893 $172.09 $3,251,279 Hard Costs 38,088 $155.37 $5,917,743 Owners Contingency 10% $591,774 Total Hard Costs $6,509,517 Soft Costs Total Hard Costs Percentage of Hard Costs Total Design/Engineering $6,509,517 10.0% $650,952 Sitework $6,509,517 12.5% $813,690 IT/Security $6,509,517 5.0% $325,476 FFE $6,509,517 10.0%$650,952 Total Soft Costs $2,441,069 Total Costs $8,358,811 Master Plan - Phase Two Westlake Academy Facilities Master Plan 11 Phase two of the facilities master plan includes the addition of a kindergarten pod, an addition to secondary school building to accommodate 1,140 students. This phase shifts the campus from three sections per grade level and maintains the same ratio of 20 students per class for grades K-7 and 25 students for grades 8-12. • The additional kindergarten pod would mirror the exterior size of the opposite pod B, but would include four 700 square foot classrooms instead of six 550 square foot rooms. • The addition to the secondary school building would provide six new classrooms and one flex-space room to allow the building to accommodate four sections per grade. Master Plan - Phase Two Westlake Academy Facilities Master Plan 12 Campus Program - 1,140 Students Westlake Academy 1,140 Student Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Workrooms 576 576 Conference Rooms 460 460 Principal (Secondary)200 200 200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,293 3,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 4,935 8,393 Current Square Feet 59,196 New Square Feet 47,988 Total Square Feet 107,184 Westlake Academy 1,140 Student Scenario General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Kindergarten 4 825 20 80 41 3,300 6,400 First Grade 4 825 20 80 41 3,300 Second Grade 4 550 20 80 28 2,200 Third Grade 4 550 20 80 28 2,200 Fourth Grade 4 550 20 80 28 2,200 Fifth Grade 4 550 20 80 28 2,200 Sixth Grade (General Purpose)4 550 20 80 28 2,200 Seventh Grade (General Purpose)4 550 20 80 28 2,200 Eighth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Ninth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Tenth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Eleventh Grade (General Purpose)4 700 25 100 28 2,800 2,800 Twelfth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Sub Total 52 1,140 33,800 20,400 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Sub Total 5 6,193 6,193 Food Service Dining Room 8‐12 (Current Dining Room)1,535 1,535 Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Cafetorium Dining Room (K‐7) / Auditorium 4,200 4,200 4,200 Kitchen 1,200 1,200 1,200 Additional Storage 400 400 400 Restrooms 800 800 800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,000 1,000 Sub Total 12,060 9,600 9,600 Library (Primary)1,330 1,330 Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Sub Total 1,630 1,630 Health Nurse (Primary)308 308 Sub Total 308 308 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE/ Athletics (Field House)9,595 9,595 9,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,342 9,595 Specialized Classrooms Library Westlake Academy 1,140 Student Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Workrooms 576 576 Conference Rooms 460 460 Principal (Secondary)200 200 200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,293 3,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 4,935 8,393 Current Square Feet 59,196 New Square Feet 47,988 Total Square Feet 107,184 Westlake Academy 1,140 Student ScenarioGeneral Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square FootageKindergarten4 825 20 80 41 3,300 6,400First Grade 4 825 20 80 41 3,300Second Grade 4 550 20 80 28 2,200Third Grade 4 550 20 80 28 2,200Fourth Grade 4 550 20 80 28 2,200Fifth Grade 4 550 20 80 28 2,200Sixth Grade (General Purpose)4 550 20 80 28 2,200 Seventh Grade (General Purpose)4 550 20 80 28 2,200 Eighth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Ninth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Tenth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Eleventh Grade (General Purpose)4 700 25 100 28 2,800 2,800 Twelfth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Sub Total 52 1,140 33,800 20,400 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Sub Total 5 6,193 6,193 Food Service Dining Room 8‐12 (Current Dining Room)1,535 1,535 Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Cafetorium Dining Room (K‐7) / Auditorium 4,200 4,200 4,200 Kitchen 1,200 1,200 1,200 Additional Storage 400 400 400 Restrooms 800 800 800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,000 1,000 Sub Total 12,060 9,600 9,600 Library (Primary)1,330 1,330 Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Sub Total 1,630 1,630 Health Nurse (Primary)308 308 Sub Total 308 308 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE/ Athletics (Field House)9,595 9,595 9,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,342 9,595 Specialized Classrooms Library Master Plan - Phase Three Westlake Academy Facilities Master Plan 13 Phase three of the facilities master plan includes the addition of an auditorium, and an addition to the arts and sciences building and would have space for 1,300 students with 25 students per classroom. • The auditorium would hold 975 people (75% of total enrollment), would have additional storage for the music and drama departments, as well as dressing rooms and lobby space for gathering before performances. The existing music classroom would then be used as a lecture hall or for smaller primary school performances. • The addition to the ar ts and sciences building would mimic the existing building adding three new classrooms and storage space. • Por table buildings are removed prior to construction of the auditorium • At 1,300 students the campus would be at maximum capacity and would only be able to accommodate more students if additional buildings were constructed. Master Plan - Phase Three Westlake Academy Facilities Master Plan 14 Campus Program - 1,300 Students Westlake Academy 1,300 Student Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Workrooms 576 576 Conference Rooms 460 460 Principal (Secondary)200 200 200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,293 3,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 4,935 8,393 Stage 1,500 1,500 1,725 Seating 975 7,800 7,800 8,970 Lobby 1,000 1,000 1,150 Bathrooms 1,000 1,000 1,150 Dressing 500 500 575 Additional Storage 500 500 575 Music Room Storage 1,200 1,200 1,380 Sub Total 13,500 13,500 15,525 Current Square Feet 59,196 New Square Feet 68,713 Total Square Feet 127,909 Auditorium Westlake Academy 1,300 Student Scenario General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Kindergarten 4 825 25 100 33 3,300 6,400 First Grade 4 825 25 100 33 3,300 Second Grade 4 550 25 100 22 2,200 Third Grade 4 550 25 100 22 2,200 Fourth Grade 4 550 25 100 22 2,200 Fifth Grade 4 550 25 100 22 2,200 Sixth Grade (General Purpose)4 550 25 100 22 2,200 Seventh Grade (General Purpose)4 550 25 100 22 2,200 Eighth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Ninth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Tenth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Eleventh Grade (General Purpose)4 700 25 100 28 2,800 2,800 Twelfth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Sub Total 52 1,300 33,800 20,400 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Additional Arts and Sciences 3 1,200 3,600 5,200 Sub Total 8 6,193 6,193 5,200 Food Service Dining Room 8‐12 (Current Dining Room)1,535 1,535 Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Cafetorium Dining Room (K‐7)4,200 4,200 4,200 Kitchen 1,200 1,200 1,200 Additional Storage 400 400 400 Restrooms 800 800 800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,000 1,000 Sub Total 12,060 9,600 9,600 Library (Primary)1,330 1,330 Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Sub Total 1,630 1,630 Health Nurse (Primary)308 308 Sub Total 308 308 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE/ Athletics (Field House)9,595 9,595 9,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,342 9,595 Specialized Classrooms Library Westlake Academy 1,300 Student Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Workrooms 576 576 Conference Rooms 460 460 Principal (Secondary)200 200 200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,293 3,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 4,935 8,393 Stage 1,500 1,500 1,725 Seating 975 7,800 7,800 8,970 Lobby 1,000 1,000 1,150 Bathrooms 1,000 1,000 1,150 Dressing 500 500 575 Additional Storage 500 500 575 Music Room Storage 1,200 1,200 1,380 Sub Total 13,500 13,500 15,525 Current Square Feet 59,196 New Square Feet 68,713 Total Square Feet 127,909 Auditorium Westlake Academy 1,300 Student ScenarioGeneral Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total New Square FootageKindergarten4 825 25 100 33 3,300 6,400First Grade 4 825 25 100 33 3,300Second Grade 4 550 25 100 22 2,200Third Grade 4 550 25 100 22 2,200Fourth Grade 4 550 25 100 22 2,200 Fifth Grade 4 550 25 100 22 2,200 Sixth Grade (General Purpose)4 550 25 100 22 2,200 Seventh Grade (General Purpose)4 550 25 100 22 2,200 Eighth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Ninth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Tenth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Eleventh Grade (General Purpose)4 700 25 100 28 2,800 2,800 Twelfth Grade (General Purpose)4 700 25 100 28 2,800 2,800 Sub Total 52 1,300 33,800 20,400 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Additional Arts and Sciences 3 1,200 3,600 5,200 Sub Total 8 6,193 6,193 5,200 Food Service Dining Room 8‐12 (Current Dining Room)1,535 1,535 Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Cafetorium Dining Room (K‐7)4,200 4,200 4,200 Kitchen 1,200 1,200 1,200 Additional Storage 400 400 400 Restrooms 800 800 800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,000 1,000 Sub Total 12,060 9,600 9,600 Library (Primary)1,330 1,330 Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Sub Total 1,630 1,630 Health Nurse (Primary)308 308 Sub Total 308 308 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE/ Athletics (Field House)9,595 9,595 9,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,342 9,595 Specialized Classrooms Library Master Plan Westlake Academy Facilities Master Plan 15 Capital Improvement Timeline Year Westlake Students %Out of Area %Total 1 2012 204 31% 446 69% 650 2 2013 236 36% 423 64% 659 3 2014 255 39% 400 61% 655 4 2015 282 43% 377 57% 659 5 2016 320 47% 354 53% 674 6 2017 374 53% 331 47% 705 7 2018 440 59% 308 41% 748 8 2019 508 64% 285 36% 793 9 2020 578 69% 262 31% 840 10 2021 649 73% 239 27% 888 11 2022 772 78% 216 22% 988 12 2023 882 82% 193 18% 1,075 13 2024 1,008 86% 170 14% 1,178 14 2025 1,152 89% 147 11% 1,299 15 2026 1,317 91% 124 9% 1,441 16 2027 1,505 94% 101 6% 1,606 17 2028 1,720 96% 78 4% 1,798 18 2029 1,965 97% 55 3% 2,020 19 2030 2,246 99% 32 1% 2,278 20 2031 2,566 100% 9 0% 2,575 21 2032 2,933 100% 0 0% 2,933 High Scenario Year Westlake Students % Out of Area % Total 1 2012 204 31% 446 69% 650 2 2013 210 31% 459 69% 669 3 2014 201 31% 439 69% 640 4 2015 211 31% 461 69% 672 5 2016 221 31% 483 69% 704 6 2017 233 31% 509 69% 742 7 2018 245 31% 536 69% 781 8 2019 257 31% 562 69% 819 9 2020 271 31% 592 69% 863 10 2021 284 31% 621 69% 905 11 2022 299 31% 654 69% 953 12 2023 311 31% 679 69% 990 13 2024 323 31% 706 69% 1,029 14 2025 336 31% 734 69% 1,070 15 2026 349 31% 763 69% 1,112 16 2027 363 31% 793 69% 1,156 17 2028 377 31% 824 69% 1,201 18 2029 392 31% 857 69% 1,248 19 2030 407 31% 890 69% 1,298 20 2031 423 31% 925 69% 1,349 21 2032 440 31% 962 69% 1,402 Low Scenario While timing of capital improvements is one of the most important considerations in relation to facility master plans it is often the most difficult to predict. Building on the work done by School District Strategies (SDS) we have looked at three different growth scenarios to determine the probable capital improvement schedule. While the SDS study only projects through the next 10 years (2022), we have taken their average growth rate over the decade and applied it evenly over the next decade to get a longer-term look at the likely student population. High-Growth Scenario The high-growth scenario provided by SDS is based on the projections by the North Central Texas Council of Governments (NCTCOG), which estimates that 2,500 households and 8,100 people will be added to Westlake’s population by 2035. Under this scenario the NCTCOG projects an average annual growth rate of about 100 households, or five times the current pace, which means that Westlake residents alone would account for more than 2,900 students by 2032. While this is theoretically possible, as SDS points out the Town would have to change its zoning significantly to allow this many houses to be built making this scenario highly unlikely. Under this scenario, Westlake Academy would have to reduce the out-of-district student population dramatically over the next decade to accommodate the population growth within the Town limits. As is shown in the chart to the right, the Academy would have to reduce its out-of-district student population by 23* students per year just to delay phase three construction 10 years (2023). Construction Schedule • Phase One Construction Begins 2013 • Phase Two Construction Begins 2019 • Phase Three Construction Begins 2023 Low -Growth Scenario The low-growth scenario put together by SDS assumes that household growth remains at its current level over the next decade (16-20 households) with about 0.6 students per household. While this scenario is plausible, it is likely that household growth will increase following the housing market downturn experienced over the last few years. Under this scenario, Westlake Academy could continue to add new students from both inside and outside the district keeping the ratio of students at 69% and 31% respectively, as is shown in the chart to the left. As an alternative, the number of out-of-district students could be reduced beginning in 2019 to delay the start of construction of phase two and phase three. Construction Schedule • Phase One Construction Begins 2013 • Phase Two Construction Begins 2019 • Phase Three Construction Begins 2025 * 23 is equal to 31% of one 75 person graduating class Master Plan Westlake Academy Facilities Master Plan 16 Capital Improvement Timeline 650 678 689 701 716 733 752 775 801 830 864 895 929 965 1,003 1,045 1,090 1,138 1,190 1,245 1,305 600 700 800 900 1,000 1,100 1,200 1,300 1,400 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Moderate Growth Scenario Year Westlake Students % Out of Area % Total 1 2012 204 31% 446 69% 650 2 2013 232 34% 446 66% 678 3 2014 243 35% 446 65% 689 4 2015 255 36% 446 64% 701 5 2016 270 38% 446 62% 716 6 2017 287 39% 446 61% 733 7 2018 306 41% 446 59% 752 8 2019 329 42% 446 58% 775 9 2020 355 44% 446 56% 801 10 2021 384 46% 446 54% 830 11 2022 418 48% 446 52% 864 12 2023 449 50% 446 50% 895 13 2024 483 52% 446 48% 929 14 2025 519 54% 446 46% 965 15 2026 557 56% 446 44% 1,003 16 2027 599 57% 446 43% 1,045 17 2028 644 59% 446 41% 1,090 18 2029 692 61% 446 39% 1,138 19 2030 744 63% 446 37% 1,190 20 2031 799 64% 446 36% 1,245 21 2032 859 66% 446 34% 1,305 Moderate Scenario Moderate-Growth Scenario The moderate-growth scenario increases the current rate of household growth outlined in the low-growth scenario by 15% and increases the number of students per household from 0.6 to 0.7. Under this scenario, Westlake Academy could choose either to reduce the number of out-of-district students to delay construction of different phases, or they could simply freeze the total number of out-of-district students and reach the 1,300 student level in 2032. Construction Schedule • Phase One Construction Begins 2013 • Phase Two Construction Begins 2022 • Phase Three Construction Begins 2027 Westlake Academy Facilities Master Plan 17 Exhibit A: Existing Space to be Repurposed OfficeOffice Copy Room Book Stg Nurse Rooms highlighted in red are spaces currently being used in a different way than initially intended. The originally intended purposes is written in small black letters, while the current use is in large white letters. Westlake Academy Facilities Master Plan 18 Office Office Stg PE Office Dining Hall Exhibit A: Existing Space to be Repurposed Rooms highlighted in red are spaces currently being used in a different way than initially intended. The originally intended purposes is written in small black letters, while the current use is in large white letters. Westlake Academy Facilities Master Plan 19 Utilities Exhibit A: Existing Space to be Repurposed Rooms highlighted in red are spaces currently being used in a different way than initially intended. The originally intended purposes is written in small black letters, while the current use is in large white letters. Westlake Academy Facilities Master Plan 20 Offices Office 202 201 200 204 247 245 241 234 228 225205 203 Lobby Classroom Classroom Classroom Classroom Classroom Classroom Classroom Classroom Classroom Classroom Classroom Classroom Exhibit A: Existing Space to be Repurposed Rooms highlighted in red are spaces currently being used in a different way than initially intended. The originally intended purposes is written in small black letters, while the current use is in large white letters. Westlake Academy Facilities Master Plan 21 Exhibit B: Typical Education Facility Classroom Sizes Westlake Academy Programming Spreadsheet PYP ‐ Potential to Share Spaces w/entire Campus 20 ‐ Students per Class 3 ‐ Sections per Grade 6 ‐ Number of Grades 360 ‐ Total Number of Students # of Classrooms Low High Low High Low High Space Needs Kindergarten Classrooms 3 30 60 600 1,200 1,800 3,600 Grade 1 Classrooms 3 30 60 600 1,200 1,800 3,600 Grade 2 Classrooms 3 30 60 600 1,200 1,800 3,600 Grade 3 Classrooms 3 30 60 600 1,200 1,800 3,600 Grade 4 Classrooms 3 30 60 600 1,200 1,800 3,600 Grade 5 Classrooms 3 30 60 600 1,200 1,800 3,600 Art 1 55 64 1,100 1,280 1,100 1,280 Music 1 38 81 760 1,620 760 1,620 Dance/Drama 1 0 85 0 1,700 0 1,700 Computer Rooms 1 36 40 720 800 720 800 Sub‐Total 22 309 630 6,180 12,600 13,380 27,000 Library/Media Center Media (RLV)1 6 6 2,160 2,160 1 Based on accomadating 15% of the school with 40 sq. ft per student Support Spaces 1 3 6 1,200 2,125 Sub‐Total 2 9 12 3,360 4,285 Food Service Dining (# of servings)3 15 18 1,800 2,160 2 Based on 6 sq. ft. per student with three lunch services Kitchen 3 6 1,080 2,160 Serving 1 2 400 620 Sub‐Total 19 26 3,280 4,940 Physical Education Multipurpose/Gymnasium 10 13 3,600 4,800 Stage 1 3 500 1,000 Boys Lockers 0 2 0 800 Girls Lockers 0 2 0 800 Storage/Office 1 1 400 500 Sub‐Total 13 6 4,500 7,900 Administration/Misc Principal 1 1 200 200 Assistant Principal 0 0 150 175 Secretary/Reception 1 1 300 300 Health 0 1 120 530 Office Work Room 1 1 190 250 Conference 1 1 200 250 Records 0 0 90 150 Office Storage 0 0 90 150 Guidance Room 0 1 100 300 Office/Testing 0 0 150 150 Other Student Services 0 1 150 200 Teacher Workroom 1 1 300 500 Teacher lounge 1 1 200 300 Book Storage 1 2 200 650 General Storage & Receiving 1 2 500 750 Sub‐Total 4 5 2,940 4,855 Total Net Square Feet 27,460 48,980 Circulation, Toilets & Mech. @ 37%10,160 18,123 Total Gross Square Footage 37,620 67,103 Square Feet Per Student 105 186 Total Square FeetSquare Feet Per Student Square Feet Per Class Comparable Standards Westlake Academy Programming Spreadsheet MYP ‐ Potential to Share Spaces w/entire Campus 25 ‐ Students per Class 3 ‐ Sections per Grade 7 ‐ Number of Grades 525 ‐ Total Number of Students # of Classrooms Space Needs Low High Low High Low High English 3 24 40 600 1,000 1,800 3,000 Foreign Language 3 24 40 600 1,000 1,800 3,000 Social Studies 3 24 40 600 1,000 1,800 3,000 Math 3 24 40 600 1,000 1,800 3,000 Biology 1 34 48 850 1,200 850 1,200 Chemistry 1 34 48 850 1,200 850 1,200 Physics 1 34 48 850 1,200 850 1,200 Other Science 1 34 48 850 1,200 850 1,200 Dance/Drama 1 40 72 1,000 1,800 1,000 1,800 Computer Rooms 1 40 48 1,000 1,200 1,000 1,200 Instrumental Music 1 72 104 1,800 2,600 1,800 2,600 Vocal Music 1 48 80 1,200 2,000 1,200 2,000 Art 1 54 118 1,350 2,960 1,350 2,960 Sub‐Total 21 12,150 19,360 16,950 27,360 Library/Media Center Media (RLV)101 144 2,520 3,600 Conference 6 32 150 800 Audio‐Visual Storage 9 16 230 390 Office 5 6 125 160 Media Storage 6 20 160 500 Work Room 23 32 580 800 Sub‐Total 3,765 6,250 Food Service Dining (# of Servings)3 14 20 2,450 3,500 Kitchen 6 8 1,050 1,400 Serving 2 2 310 400 Sub‐Total 3,810 5,300 Physical Education Gymnasium 9,400 10,500 Boys Locker Rooms 3 800 1,400 2,400 4,200 Girls Locker Rooms 3 800 1,400 2,400 4,200 Weight Room 1,000 1,600 Laundry 150 200 Equipment Storage 500 1,200 Office 100 200 Sub‐Total 15,950 22,100 Auditorium/Theatre Seating (# of People)700 7 10 4,900 7,000 Stage 1,500 3,000 Dressing 500 800 Storage 500 800 Lobby 1,000 1,200 Sub‐Total 8,400 12,800 Administration/Misc Principal 200 250 Assistant Principal 150 175 Secretary/Reception 400 550 Health 200 710 Office Work Room 230 250 Conference 200 450 Records 125 130 Office Storage 100 200 Guidance Room 1,300 1,500 Student Offices (yearbook etc…)400 700 Teacher Workroom 300 600 Teacher lounge 300 600 Custodial 500 2,100 Book Storage 600 800 General Storage & Receiving 400 900 Sub‐Total 5,405 9,915 Total Net Square Feet 54,280 83,725 Circulation, Toilets & Mech. @ 37%20,084 30,978 Total Gross Square Footage 74,364 114,703 Square Feet Per Student 142 218 Comparable Standards Square Feet Per Student Square Feet Per Class Total Square Feet Westlake Academy Facilities Master Plan 22 Exhibit C: Draft Site Plans and Programs 21 JUNE 2012 MASTER PLANOPTION 1 .0 Master Plan Option One Student Population Remains Level Westlake Academy Facilities Master Plan 23 Exhibit C: Draft Site Plans and Programs Master Plan Option One Student Population Remains Level Westlake Academy Status Quo Scenario Food Service Dining Room 1,535 1,535 * at a standard 14 sq. ft per student the dinning room would have to have 4-5 services and would remain cramped Art Room used as Dining 1,291 0 * This document does not count this sf as dining space in the total- the intent would be to utilize this room as intended art room and make up this dining space in the new cafetorium Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Sub Total 3,751 2,460 3,272 3,272 Library # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total Gross Square Footage Library 1,330 1,330 * Much smaller than other comparables. There is a possibility that this would still need to be increased. Library Work Room 150 150 * Now Used as Office Library Storage 150 150 *Now Used as Office Sub Total 1,630 1,630 2,168 Westlake Academy Status Quo Scenario Health Toilet at Nurse 58 58 Nurse 250 250 Sub Total 308 308 410 Gymnasium Gymnasium 7310 7310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Security 192 192 *Used as Offices Storage 515 515 Sub Total 8,747 8,747 11,634 11,634 Auditorium/ Cafetorium Seating (people)465 3,720 3,720 4,948 *New Space Shared as dining space, still utilizing the existing dining facilities Stage 1,500 1,500 1,995 * New Space Dressing 500 500 665 * New Space Storage 500 500 665 * New Space Lobby 1,000 1,000 1,330 * New Space Sub Total 7,220 7,220 9,603 Westlake Academy Status Quo Scenario Administration # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total Gross Square Footage Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Headmaster 150 150 Teacher Lounge 256 256 Toilet at Teacher Lounge 58 58 Break Room 70 70 Break Room (1/2 of Classroom)225 225 *Not Intended Use Closet at Teacher Lounge 50 50 Storage 112 112 Teachers Rooms 260 260 *Used as 2 Offices Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (A&S)808 808 Offices at Library 300 300 *Not Intended Use Office at Teachers Room 260 260 *Not Intended Use Offices at Classroom 225 225 225 *Not Intended Use PE Office 280 280 *Not Intended Use Offices at Gym Security 192 192 *Not Intended Use Workrooms (A&S)576 576 Conference Rooms (A&S)365 365 Conference Room 95 95 *Now Used as Office Office 95 95 *Not Intended Use Sub Total 6,744 6,934 9,222 Total Net Square Feet 54,040 Circulation 19,653 Total Gross Square Feet 73,693 Total New Space 14,497 Westlake Academy Status Quo Scenario General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Kindergarten 2 825 20 40 41 1,650 First Grade 2 825 20 40 41 1,650 Second Grade 3 550 20 60 28 1,650 Third Grade 3 550 20 60 28 1,650 Fourth Grade 3 550 20 60 28 1,650 Fifth Grade 3 550 20 60 28 1,650 Sixth Grade (General Purpose)2 550 21 42 26 1,100 Seventh Grade (General Purpose)2 550 21 42 26 1,100 Eighth Grade (General Purpose)2 550 21 42 26 1,100 Ninth Grade (General Purpose)2 550 21 42 26 1,100 Tenth Grade (General Purpose)2 550 22 44 25 1,100 Eleventh Grade (General Purpose)1 550 22 22 25 550 1 550 22 22 25 550 *Reclaim as Classroom Twelfth Grade (General Purpose) 2 700 22 44 32 1,400 1,862 * New Space Sub Total 30 620 17,900 23,807 Specialized Classrooms Art Primary 1 1,291 1,291 * Now Used as Dining Storage at Room * Now Used as PE Office Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 New Specialized Classrooms 2 700 1,400 1,862 * New Space Sub Total 7 6,193 7,593 10,099 Westlake Academy Status Quo Scenario General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Kindergarten 2 825 20 40 41 1,650 First Grade 2 825 20 40 41 1,650 Second Grade 3 550 20 60 28 1,650 Third Grade 3 550 20 60 28 1,650 Fourth Grade 3 550 20 60 28 1,650 Fifth Grade 3 550 20 60 28 1,650 Sixth Grade (General Purpose)2 550 21 42 26 1,100 Seventh Grade (General Purpose)2 550 21 42 26 1,100 Eighth Grade (General Purpose)2 550 21 42 26 1,100 Ninth Grade (General Purpose)2 550 21 42 26 1,100 Tenth Grade (General Purpose)2 550 22 44 25 1,100 Eleventh Grade (General Purpose)1 550 22 22 25 550 1 550 22 22 25 550 *Reclaim as Classroom Twelfth Grade (General Purpose) 2 700 22 44 32 1,400 1,862 * New Space Sub Total 30 620 17,900 23,807 Specialized Classrooms Art Primary 1 1,291 1,291 * Now Used as Dining Storage at Room * Now Used as PE Office Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 New Specialized Classrooms 2 700 1,400 1,862 * New Space Sub Total 7 6,193 7,593 10,099 Westlake Academy Facilities Master Plan 24 Exhibit C: Draft Site Plans and Programs 21 JUNE 2012 MASTER PLANOPTION 2.0 Master Plan Option Two Student Population Increases to 780 Westlake Academy Facilities Master Plan 25 Exhibit C: Draft Site Plans and Programs Westlake Academy 780 Student Scenario General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Kindergarten 3 825 20 60 41 2,475 First Grade 1 825 20 20 41 825 2 700 20 40 35 1,400 1,862 * New Space Second Grade 3 550 20 60 28 1,650 Third Grade 3 550 20 60 28 1,650 Fourth Grade 3 550 20 60 28 1,650 Fifth Grade 3 550 20 60 28 1,650 Sixth Grade (General Purpose)3 550 20 60 28 1,650 Seventh Grade (General Purpose)3 550 20 60 28 1,650 Eighth Grade (General Purpose)3 550 20 60 28 1,650 Ninth Grade (General Purpose)3 550 20 60 28 1,650 Tenth Grade (General Purpose)3 700 20 60 35 2,100 2,793 * New Space Eleventh Grade (General Purpose)3 700 20 60 35 2,100 2,793 * New Space Twelfth Grade (General Purpose)3 700 20 60 35 2,100 2,793 * New Space Sub Total 39 780 24,200 32,186 Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Other Science 2 1,200 2,400 3,192 * New Space Sub Total 7 7,393 8,593 11,429 Specialized Classrooms Westlake Academy 780 Student Scenario Food Service Dining Room Primary (Current Dining Room)1,535 1,535 * Still small but should accommodate primary program Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Dinning Room Secondary 1,960 1,960 2,607 * New Space Kitchen 840 840 1,117 * New Space Serving 280 280 372 * New Space Additional Storage 200 200 266 * New Space Sub Total 5,740 5,740 7,634 Library # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total Gross Square Footage Library (Primary)1,330 1,330 * Still small but should accommodate primary program Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Library/Computer Media (Secondary)2,520 2,520 3,352 * New Space Sub Total 4,150 4,150 5,520 Health Nurse (Primary)308 308 Nurse (Secondary)540 540 718 * New Space Sub Total 848 848 1,128 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE 6,300 6,300 8,379 * New Space Security 192 192 Storage 515 515 Sub Total 15,047 15,047 20,013 Westlake Academy 780 Student Scenario Auditorium Seating (people)585 4,680 4,680 6,224 * New Space Stage 1,500 1,500 1,995 * New Space Dressing 500 500 665 * New Space Storage 500 500 665 * New Space Lobby 1,000 1,000 1,330 * New Space Sub Total 8,180 8,180 10,879 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200 266 * New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)300 300 399 * New Space Toilet at Teacher Lounge(Secondary)75 75 100 * New Space Break Room (Secondary 75 75 100 * New Space Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Offices/Flexible Space (New)2,520 2,520 3,352 * New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,105 8,105 10,780 Total Net Square Feet 74,863 Circulation 29,007 Total Gross Square Feet 103,870 Total New Space 44,674 * Westlake Academy 780 Student ScenarioFood Service Dining Room Primary (Current Dining Room)1,535 1,535 * Still small but should accommodate primary program Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Dinning Room Secondary 1,960 1,960 2,607 * New Space Kitchen 840 840 1,117 * New Space Serving 280 280 372 * New Space Additional Storage 200 200 266 * New Space Sub Total 5,740 5,740 7,634 Library # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Square Footage Total Gross Square Footage Library (Primary)1,330 1,330 * Still small but should accommodate primary program Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Library/Computer Media (Secondary)2,520 2,520 3,352 * New Space Sub Total 4,150 4,150 5,520 Health Nurse (Primary)308 308 Nurse (Secondary)540 540 718 * New Space Sub Total 848 848 1,128 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE 6,300 6,300 8,379 * New Space Security 192 192 Storage 515 515 Sub Total 15,047 15,047 20,013 Westlake Academy 780 Student Scenario Auditorium Seating (people)585 4,680 4,680 6,224 * New Space Stage 1,500 1,500 1,995 * New Space Dressing 500 500 665 * New Space Storage 500 500 665 * New Space Lobby 1,000 1,000 1,330 * New Space Sub Total 8,180 8,180 10,879 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200 266 * New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)300 300 399 * New Space Toilet at Teacher Lounge(Secondary)75 75 100 * New Space Break Room (Secondary 75 75 100 * New Space Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Offices/Flexible Space (New)2,520 2,520 3,352 * New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,105 8,105 10,780 Total Net Square Feet 74,863 Circulation 29,007 Total Gross Square Feet 103,870 Total New Space 44,674 * Westlake Academy 780 Student Scenario Auditorium Seating (people)585 4,680 4,680 6,224 * New Space Stage 1,500 1,500 1,995 * New Space Dressing 500 500 665 * New Space Storage 500 500 665 * New Space Lobby 1,000 1,000 1,330 * New Space Sub Total 8,180 8,180 10,879 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200 266 * New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)300 300 399 * New Space Toilet at Teacher Lounge(Secondary)75 75 100 * New Space Break Room (Secondary 75 75 100 * New Space Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices (Current)808 808 Offices/Flexible Space (New)2,520 2,520 3,352 * New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,105 8,105 10,780 Total Net Square Feet 74,863 Circulation 29,007 Total Gross Square Feet 103,870 Total New Space 44,674 * Westlake Academy Facilities Master Plan 26 Exhibit C: Draft Site Plans and Programs 21 JUNE 2012 MASTER PLANOPTION 3.0 Master Plan Option Three Student Population Increases to 1,040 Westlake Academy Facilities Master Plan 27 Exhibit C: Draft Site Plans and Programs Westlake Academy 1,040 Student Scenario Updated 8.13.12 General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Kindergarten 4 825 20 80 41 3,300 First Grade 4 825 20 80 41 3,300 4,389 *New Space Second Grade 4 550 20 80 28 2,200 Third Grade 4 550 20 80 28 2,200 Fourth Grade 4 550 20 80 28 2,200 Fifth Grade 4 550 20 80 28 2,200 Sixth Grade (General Purpose)4 550 20 80 28 2,200 Seventh Grade (General Purpose)4 550 20 80 28 2,200 Eighth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Ninth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Tenth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Eleventh Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Twelfth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Sub Total 52 1,040 33,800 44,954 Specialized Classrooms Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Other Science 2 1,200 2,400 3,192 * New Space Sub Total 7 7,393 8,593 11,429 Westlake Academy 1,040 Student Scenario Updated 8.13.12 Food Service Dining Room Primary (Current Dining Room)1,535 1,535 * Still small but should accommodate primary program Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Dinning Room Secondary 2,613 2,613 3,476 * New Space Kitchen 1,120 1,120 1,490 * New Space Serving 300 300 399 * New Space Additional Storage 250 250 333 * New Space Sub Total 6,743 6,743 8,969 Library # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Library (Primary)1,330 1,330 * Still small but should accommodate primary program Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Library/Computer Media (Secondary)3,360 3,360 4,469 * New Space Sub Total 4,990 4,990 6,637 Westlake Academy 1,040 Student Scenario Updated 8.13.12 Health Nurse (Primary)308 308 Nurse (Secondary)720 720 958 * New Space Sub Total 1,028 1,028 1,367 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE (Field House)7,200 7,200 9,576 * New Space Security 192 192 Storage 515 515 Sub Total 15,947 15,947 21,210 Auditorium Seating (people)780 6,240 6,240 8,299 * New Space Stage 1,500 1,500 1,995 * New Space Dressing 500 500 665 * New Space Storage 500 500 665 * New Space Lobby 1,000 1,000 1,330 * New Space Sub Total 9,740 9,740 12,954 Westlake Academy 1,040 Student Scenario Updated 8.13.12Food Service Dining Room Primary (Current Dining Room)1,535 1,535 * Still small but should accommodate primary program Kitchen 457 457 Serving 280 280 Additional Storage 188 188 Dinning Room Secondary 2,613 2,613 3,476 * New Space Kitchen 1,120 1,120 1,490 * New Space Serving 300 300 399 * New Space Additional Storage 250 250 333 * New Space Sub Total 6,743 6,743 8,969 Library # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Library (Primary)1,330 1,330 * Still small but should accommodate primary program Library Work Room (Primary)150 150 Library Storage (Primary)150 150 Library/Computer Media (Secondary)3,360 3,360 4,469 * New Space Sub Total 4,990 4,990 6,637 Westlake Academy 1,040 Student Scenario Updated 8.13.12 General Purpose Classrooms # of Rooms Square Feet Per Room Students Per Class Total Students Per Grade Square Feet Per Student Total Net Square Footage Total Gross Square Footage Kindergarten 4 825 20 80 41 3,300 First Grade 4 825 20 80 41 3,300 4,389 *New Space Second Grade 4 550 20 80 28 2,200 Third Grade 4 550 20 80 28 2,200 Fourth Grade 4 550 20 80 28 2,200 Fifth Grade 4 550 20 80 28 2,200 Sixth Grade (General Purpose)4 550 20 80 28 2,200 Seventh Grade (General Purpose)4 550 20 80 28 2,200 Eighth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Ninth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Tenth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Eleventh Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Twelfth Grade (General Purpose)4 700 20 80 35 2,800 3,724 * New Space Sub Total 52 1,040 33,800 44,954 Specialized Classrooms Art Primary 1 1,291 1,291 Art Secondary 1 1,135 1,135 Music 1 1,755 1,755 Biology 1 1,006 1,006 Chemistry 1 1,006 1,006 Other Science 2 1,200 2,400 3,192 * New Space Sub Total 7 7,393 8,593 11,429 Westlake Academy 1,040 Student Scenario Updated 8.13.12 Health Nurse (Primary)308 308 Nurse (Secondary)720 720 958 * New Space Sub Total 1,028 1,028 1,367 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE (Field House)7,200 7,200 9,576 * New Space Security 192 192 Storage 515 515 Sub Total 15,947 15,947 21,210 Auditorium Seating (people)780 6,240 6,240 8,299 * New Space Stage 1,500 1,500 1,995 * New Space Dressing 500 500 665 * New Space Storage 500 500 665 * New Space Lobby 1,000 1,000 1,330 * New Space Sub Total 9,740 9,740 12,954 Westlake Academy 1,040 Student Scenario Updated 8.13.12 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200 266 * New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)400 400 532 * New Space Toilet at Teacher Lounge (Secondary)75 75 100 * New Space Break Room (Secondary)75 75 100 * New Space Activity Area 335 335 Commons 940 940 Small Conference Room 95 95 Break Out Space 650 650 Control Room 124 124 Offices 808 808 Offices/Flexible Space (New)2,940 2,940 3,910 * New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,625 8,625 11,471 Total Net Square Feet 89,466 Circulation 32,625 Total Gross Square Feet 122,091 Enrollment Total New Space 62,895 1040 Students PMSI Comparison 49,390 1079-1262 Students Westlake Academy Facilities Master Plan 28 Exhibit D: Phase One Construction Cost Estimates Westlake Academy Facilities Master Plan 29 WESTLAKE ACADEMY PRELIMINARY BUDGET July 20, 2012 OPTION 3 All Buildings Phase out - Option 1 Cafetorium 5,700 203.00$ 1,157,100$ Secondary School & Media Center 28,170 218.14$ 6,144,990$ Kindergarten Building & Science Building 7,060 196.84$ 1,389,693$ Auditorium 15,215 252.50$ 3,841,788$ Field House 9,595 126.00$ 1,208,970$ 65,740 13,742,540$ All Buildings Phase out - Option 2 Cafetorium 5,700 203.00$ 1,157,100$ Secondary School 23,670 219.50$ 5,195,565$ Media Center 4,500 274.50$ 1,235,250$ Kindergarten Building & Science Building 7,060 196.84$ 1,389,690$ Auditorium 15,215 252.50$ 3,841,788$ Field House 9,595 126.00$ 1,208,970$ 65,740 14,028,363$ All Building Built at Once Cafetorium 5,700 180.00$ 1,026,000$ Kindergarten Building 5,200 175.00$ 910,000$ Secondary School 23,670 195.00$ 4,615,650$ Media/Library Center 4,500 245.00$ 1,102,500$ Auditorium/Performance Hall 15,215 225.00$ 3,423,375$ Specialized Classrom Building 1,860 185.00$ 344,100$ Field House 9,575 110.00$ 1,053,250$ 65,720 12,474,875$ OPTION 4 All Building Built at Once Cafetorium 9,600 170.00$ 1,632,000$ Field House 9,575 110.00$ 1,053,250$ Secondary School 18,893 195.00$ 3,684,135$ 38,068 6,369,385$ Qualifications: Budget is based on cost history of past similar projects and adjusted as applicable for phasing of the buildings. Building cost excludes all work 5' outside of building line - site grading, site utilities, pavement, sidewalks, landscape & irrigation, site grading, pavement markings, etc. WESTLAKE ACADEMY PRELIMINARY BUDGET July 20, 2012 Budget is based on description in attached email. Budget is based on attached site plan options dated 6/21/2012. Assume standard pier & beam foundations with uncased 10' pier depth. Building pads to be 10' moisture conditioned soils. No other sitework other than building pads are included. Excludes franchise utility fees. Excludes all city related fees (permit, impact, plan review, etc) Ecludes all material testing. WESTLAKE ACADEMY PRELIMINARY BUDGET July 20, 2012 Budget is based on description in attached email. Budget is based on attached site plan options dated 6/21/2012. Assume standard pier & beam foundations with uncased 10' pier depth. Building pads to be 10' moisture conditioned soils. No other sitework other than building pads are included. Excludes franchise utility fees. Excludes all city related fees (permit, impact, plan review, etc) Ecludes all material testing. WESTLAKE ACADEMYPRELIMINARY BUDGETJuly 20, 2012OPTION 3All Buildings Phase out - Option 1Cafetorium 5,700 203.00$ 1,157,100$ Secondary School & Media Center 28,170 218.14$ 6,144,990$ Kindergarten Building & Science Building 7,060 196.84$ 1,389,693$ Auditorium 15,215 252.50$ 3,841,788$ Field House 9,595 126.00$ 1,208,970$ 65,740 13,742,540$ All Buildings Phase out - Option 2 Cafetorium 5,700 203.00$ 1,157,100$ Secondary School 23,670 219.50$ 5,195,565$ Media Center 4,500 274.50$ 1,235,250$ Kindergarten Building & Science Building 7,060 196.84$ 1,389,690$ Auditorium 15,215 252.50$ 3,841,788$ Field House 9,595 126.00$ 1,208,970$ 65,740 14,028,363$ All Building Built at Once Cafetorium 5,700 180.00$ 1,026,000$ Kindergarten Building 5,200 175.00$ 910,000$ Secondary School 23,670 195.00$ 4,615,650$ Media/Library Center 4,500 245.00$ 1,102,500$ Auditorium/Performance Hall 15,215 225.00$ 3,423,375$ Specialized Classrom Building 1,860 185.00$ 344,100$ Field House 9,575 110.00$ 1,053,250$ 65,720 12,474,875$ OPTION 4 All Building Built at Once Cafetorium 9,600 170.00$ 1,632,000$ Field House 9,575 110.00$ 1,053,250$ Secondary School 18,893 195.00$ 3,684,135$ 38,068 6,369,385$ Qualifications: Budget is based on cost history of past similar projects and adjusted as applicable for phasing of the buildings. Building cost excludes all work 5' outside of building line - site grading, site utilities, pavement, sidewalks, landscape & irrigation, site grading, pavement markings, etc. Exhibit D: Phase One Construction Cost Estimates Westlake Academy Facilities Master Plan 30 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy August 6, 2012 Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 2 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Contents I. Introduction ................................................................................................................................................ 3 II. Executive Summary ................................................................................................................................... 3 III. Dallas-Ft. Worth New Home Activity and Forecast ............................................................................. 6 IV. DFW $500K and Above Price Segment New Home Activity ................................................................ 9 V. Town of Westlake Residential Activity and Forecast ........................................................................ 10 VI. Town of Westlake Population and Household Growth ...................................................................... 14 A. Census Results 2000 vs. 2010 ...................................................................................................... 16 B. Under Age 18 Population ............................................................................................................. 17 VII. Town of Westlake Build-out Scenario .................................................................................................. 20 VIII. Westlake Academy Resident Enrollment ............................................................................................. 23 IX. Westlake Academy Enrollment Forecast ............................................................................................. 24 Assumptions & Limiting Conditions ........................................................................................................... 26 Disclaimer Although School District Strategies (“SDS”) has used commercially reasonable efforts to obtain information from sources in a manner that SDS believes to be reliable, we do not guarantee its accuracy and such information may be incomplete, condensed or interpolated. Information presented in this report represents our estimates as of the date of the publication and is subject to change without notice. This report contains information which the reader might use to project future housing demand based upon historical trends and current market conditions. By its nature, any projection of future market demand is contingent upon numerous future events or conditions which may or may not occur. No one should interpret the information contained herein as a guarantee of future market demand. This report is not intended as a recommendation or endorsement for any action taken or to be taken by others. In no event will SDS be liable for direct, indirect, incidental or consequential lost profits, lost savings, damages or other liabilities resulting from any information provided herein. Westlake Academy Facilities Master Plan 31 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 3 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 I. Introduction School District Strategies (SDS) was asked to prepare a forecast for the Town of Westlake’s residential housing market and the impact the residential growth could potentially have on Westlake Academy enrollment. The research findings were to include the following items: 1. History of residential growth in Westlake 2. Review of Westlake residential zoning and entitlements by Planned Development boundaries 3. Review of comparable residential submarkets in DFW 4. Summary of population and household growth projections for Westlake area 5. Westlake new home forecast (based on research findings) [Low/Moderate/High] 6. Demographic trends of Westlake Academy students residing in Westlake 7. Impact of Westlake residential projections and student demographic trends on Westlake Academy’s student enrollment In addition, SDS has included some brief comments regarding overall Dallas-Ft. Worth (DFW) new home market activity, DFW population/household growth trends, and DFW new home market activity in the $500K and Above price segment. New home construction and lot inventory information in this report are derived from data collected by SDS’s affiliate company, Residential Strategies (RSI). RSI’s proprietary new home census is conducted quarterly, and RSI staff physically inspects over 5,000 phases of active subdivisions. Statistics in this report refer to the second quarter, 2012 census. Annual figures refer to the period of third quarter, 2011 to second quarter, 2012 (3Q11 to 2Q12). II.Executive Summary The Dallas-Ft. Worth (DFW) new home market activity is improving after hitting bottom in late 2009. A strong spring selling season in 2Q12 produced the most quarterly activity in four years. Annualized numbers have now been growing for four straight quarters. Over the next decade DFW’s new home market is projected to expand 15% per year as the population in the market climbs from 6.3 to 8 million people. As the overall new home activity slowly improves, all price segments are seeing increased activity. The $300K-$500K price segment has seen the highest gains on a percentage basis, up 24% compared to the same period last year. In addition, year-over-year activity in the $500K and Above price segment is up 11%. Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 4 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 In submarkets across DFW, $500K-$750K markets typically produce 30-40 homes per year. Submarkets priced $750K-$1 million price see far less activity, typically 8-10 homes per year. Over $1 million, the typical submarket produces 16-20 homes per year. Westlake’s new home market is a $1 million and Above market, and it has historically mirrored the market average for the price segment. Although Westlake’s new home market has been slow to recover since the downturn in 2008, activity has recently improved. Builders in Westlake started 16 homes and closed 9 over the past 12 months ending June 2012. Under the low growth scenario, Westlake would remain at the 16-20 homes per year level. DFW’s projected population and household growth and strong job market could drive the rate of new home construction in Westlake even higher. A moderate growth scenario assumes that the market will increase 15% per year over the next 5-10 years. The result would be a gradual increase to 30-50 new homes per year after 2018. The pace of new home construction could be even faster if zoning requirements are changed to allow smaller lots and homes priced from $500K to $1 million. If this occurs, then a high scenario of 90-100 new homes per year is possible. The 2010 Census counted 995 people and 302 households in Westlake. The majority are located on the southeast side of town. As Westlake experienced significant population growth from 2000 to 2010, the average household size changed from 2.46 to 3.28. The dramatic change reflects the large number of family households that moved into the district. As more families moved in, the Under 18 population increased (up 700% vs. 2000 total). The sharp rise represents the addition of 313 people under the age of 18. In total, the census results showed that the typical household in Westlake contained 1.01 student-aged persons (Age 5-17). Enrollment data for Westlake resident students shows that about half of the overall Westlake age 5-17 population was enrolled at Westlake Academy (0.51 per household) in 2010. This fall, the ratio is estimated to have increased to 0.65. Under the town’s current zoning, residential development would produce about 2,000 households at build-out. At 0.7 students per household, Westlake Academy’s total number of students from Westlake residents would equal 1,395 students at build-out. Current enrollment for Westlake residents is 204. Under the low housing growth scenario, it would take nearly 10 years for enrollment to increase by 100 students. If the moderate Westlake Academy Facilities Master Plan 32 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 5 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 growth occurs, resident enrollment would increase by 100 students in 5-7 years, and enrollment would be near 375 students by Fall 2022. If the high scenario growth occurs, then resident enrollment would increase by 100 students in 3-5 years, and ten years from now enrollment from Westlake residents would surpass 700 students. Even if the high growth occurs, Westlake Academy’s resident enrollment in Fall 2022 would still be only half of the projected build-out number. It would likely take another 10-12 years at the high pace to reach 1,395 students. Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 6 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 III.Dallas-Ft. Worth New Home Activity and Forecast Renewed builder optimism regarding the recovery of the housing market has been pervasive this spring based on solid sales reports from the Dallas-Fort Worth (DFW) new homebuilders. Many builders indicate that traffic and sales have ranged from being ‘up modestly’ to ‘at record levels’ but generally higher without exception. Clearly new home sales are off the market bottom. Annual new home starts through 2Q12 totaled 15,042 units. Activity over the past 12 months is 11.5% higher than where the market stood a year ago at the end of 2Q11. In total, 1,553 more homes were started over the past year than were started from 3Q10 to 2Q11. Closings were also up 2.6% compared to the same period last year as the annual total increased by 381 units to 15,072. Dallas-Fort Worth New Home Market Activity The dramatic rise and fall of the last housing cycle is clearly evident on the chart above, but also notice that there was interim peak in 2010 that was fueled by the federal homebuyer tax credits. The tax credits produced artificial demand, and statistics from that period of artificial growth did not work their way through the starts and closings numbers until the end of 2Q11. Since then, the DFW market has experienced four straight quarters of organic growth. 0 4,000 8,000 12,000 16,000 20,000 24,000 28,000 32,000 36,000 40,000 44,000 48,000 52,000 56,000 19972341998234199923420002342001234200223420032342004234200523420062342007234200823420092342010234201123420122Annual UnitsStarts Closings Lot Deliveries Westlake Academy Facilities Master Plan 33 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 7 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 After bottoming-out two years ago at less than 2,500, developers have increased new lot deliveries each quarter and the current annual rate has climbed to near 7,300. During the survey process, a new start is counted when the foundation slab is poured. SDS observed in late March and early April, following the 1st quarter survey, an extensive number of homes with form boards set and the builder getting ready to start construction. The situation manifested itself into a surge in starts during the second quarter. Quarterly totals for starts and closings were basically equal last quarter at 3,560 units. However, in the second quarter starts surged to nearly 4,600 and closings increased to just over 3,900. The growth in starts represents a 20% increase over the 2Q11 total. In other words, 768 more new homes were started in 2Q12 than in 2Q11, and keep-in-mind that the 2nd quarter is typically when the most starts occur. The nearly 4,600 starts is the highest quarterly total in almost four years. It is also noteworthy, that this is the first time since 2008 that the market has produced more than 4,000 starts without stimulus like the tax credits. The DFW market is now on pace for about 16,000 starts in the 2012 calendar year. In addition to the improving DFW new home construction conditions, the economic news in Texas remains quite bright. The Texas Leading In dex, produced by the Federal Reserve Bank of Dallas, shows economic conditions very much on the mend in Texas, returning to levels not seen in the state since 2004-2005. With regard to job growth, Texas Workforce Commission (TWC) statistics show that during the most recent downturn that lasted from December 2007 to 2010, the area lost almost 197,000 jobs. Since then, DFW has added back almost 190,000 jobs. As of June, 2012, the annual employment growth rate for DFW was 51,600 jobs, which is slightly below levels seen earlier in the year that were closer to 80,000 net jobs gained. Nonetheless, the growth represents a positive 1.75% growth and is stronger than the national level. In fact, the latest figures show that about 1 out of every 8 new jobs being created in the nation today takes place here in Texas. Despite the continued positive signs in the market, there continues to be widespread challenges in terms of the available lot supply, demand for new homes in certain areas of the metroplex, and distressed transactions. The recovery is somewhat uneven, meaning that submarkets like Frisco, McKinney, Allen, and Northeast Tarrant County are attracting a significant amount of attention from builders and developers. However, many submarkets continue to be limited in terms of the interest among builders. Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 8 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 While SDS continues to believe that the DFW new home market is in the beginning stages of a recovery, there is no data to point to that suggests the recovery will be a fast one. Slow, steady growth is what is anticipated over the next ten years, and the market is still in the very early stages of a recovery. SDS expects the annual new home start rate to increase approximately 15% annually over the next five years. The growth would translate into approximately 2,000-3,000 additional new homes per year. At this projected pace, the DFW new home market would return to the 25,000-30,000 units per year rate by 2017 or 2018 and remain at this level on into the next decade. Current population and household growth projections support this 10-year forecast. According to the most recent estimates of population from the North Central Texas Council of Governments (NCTCOG), the total population of the Dallas-Ft. Worth metroplex surpassed 6.31 million at the beginning of 2012, an increase of nearly 50,700 people over the 12-month period of 1/1/11 through 1/1/12. This projection includes the nine county urban areas of Collin, Dallas, Denton, Ellis, Johnson, Kaufman, Parker, Rockwall and Tarrant Counties. NCTCOG population projections indicate that the annual growth rate will increase over the next ten years. In three years (2015), the Dallas-Ft. Worth population is projected to be near 6.95 million people and by 2020 the metroplex would be home to more than 7.6 million people. By 2025, the market’s population is expected to reach 8.3 million. These population projections suggest that the DFW market can expect an average growth rate of 124,500 persons per year over the next five years followed by another 133,000 new persons per year from 2015-2020. Given the DFW market’s low cost of living, attractive business climate, and concentration of Fortune 500 corporate headquarters, this type of projected growth rate is not surprising. The increasing population would translate into approximately 39,800 to 47,000 additional households per year. Considering that the average homeownership rate has historically been near 64%, the household growth projections indicate that 25,000 to 30,000 units of new demand per year is highly probable by the end of the decade. Westlake Academy Facilities Master Plan 34 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 9 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 IV.DFW $500K and Above Price Segment New Home Activity Above $500,000, builders started 265 more homes this year than they did a year ago. The growth, in terms of numeric change, is actually more than the increase seen at the $300- 500K level, which was up by 200 units (+24%). On a percentage basis, starts above $500K are up 10.6% over the past year. The growth is significant because the nearly 1,100 homes started at this price point over the past year is the highest annual total since late 2008. Top performing “A” quality submarkets are where you find the majority of this activity. 13% of all starts above $500K in DFW occur in West Frisco followed by 9% in West Allen and 7% and Southlake. Other areas with strong activity in this category over the past year include Colleyville, Lucas, Prosper, Coppell, and Flower Mound. The $500K and Above price segment typically produces about 7% of all new homes in the DFW market. Within the segment, the majority of homes sold are priced in the $500K-$750K price range. Over the past year, 829 homes were started in this range, which represents 77% of all activity over $500K. Leading submarkets in the $500K-$750K range are West Frisco (105 homes), West Allen (99), and Lucas (64). The Tarrant County/Denton County leading submarkets are Southlake (50), Colleyville (44), Flower Mound (26), and Keller (23). From $750K-$1 million, the DFW market produced 98 new homes over the last 12 months. The most active submarkets were West Frisco (28 homes), Colleyville (10), and Intown-Dallas Knox-Henderson Area (10), and Coppell (8). Southlake produced only five new homes in this price range. New homes priced over $1 million made-up just under 1% of all homes started in DFW and 13.7% of homes priced over $500K. Southlake was the most active submarket at this price point with 28 homes started. West Frisco followed with 19 homes, and West Ft. Worth (16), Prosper (16), and Keller (7) round out the top 5 most active submarkets over $1 million. Historical activity in the $500K and Above segment shows that the typical submarket produces approximately 30-40 new homes per year priced from $500K to $750K, but as the statistics above show, some submarkets like West Frisco and West Allen have produced higher absorption rates near 100 units per year. Submarket activity from $750K-$1 million averages about 10 units per year, and there seems to more demand over $1 million than just below it. The typical $1 million and above submarket has typically produced 20 homes per year. Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 10 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 V.Town of Westlake Residential Activity and Forecast The map below highlights the location of the neighborhoods in Westlake that are currently offering new home construction. As of June 2012, only two neighborhoods (Vaquero and Terra Bella) were actively producing new homes. A few lots remain in Paigebrook and The Estates, but these neighborhoods, are essentially built-out. Glenwyck Farms is also now built-out. Westlake Academy Facilities Master Plan 35 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 11 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Westlake New Home Activity Annual new home starts in the Town of Westlake, as depicted by the blue line in the chart above, peaked near 70 homes in early 2005. Annual new home closings peaked in the 3rd quarter of 2006 at 52 units. After the nation-wide housing market downturn began in late 2007, new home construction activity in Westlake came to a halt, falling from the peak to no activity in 2010 and early 2011. Over the past 12 months, new home starts are off the market bottom and back up to 16 units. Closings, which are typically a lagging indicator, are still slow but improving after bottoming at 2-3 units per year. Nine new homes were occupied over the last 12 months compared to only four homes for the same period last year. Historically, the Westlake new home market has been a $1 million and Above market. Over the past 12 years, a few homes have been built in the $750K to $1 million price range, but most have been over $1 million. Compared to other $1 million and Above submarkets, Westlake was producing average new home activity prior to the housing downturn. While conditions in other submarkets like West Frisco, Southlake, Prosper, and West Ft. Worth are improving, the Westlake new home market has been slower to recover. It is important to keep-in-mind that Westlake currently has only two active neighborhoods producing new homes (Vaquero and Terra Bella). Other comparable submarkets listed above have more active builders and neighborhoods than Westlake, and yet their annual absorption numbers remain near historical averages for this price segment at 15-20 homes per year. Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 12 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Although the new home market in Westlake has been slow to return to the levels experienced prior to the housing market downturn, the resale market has remained consistent over the past seven years. As shown in the table below, Westlake has averaged 18 existing home sales per year since 2005 at an average price near $1.85 million. Year-to- date activity for 2012 (through July 31st) shows that total sales of existing homes are ahead of the historical average annual pace with 25 sales. Westlake Existing Home Sales Year Total Resales Average Price (in millions) 2005 20 $1.572 2006 19 $2.215 2007 17 $2.169 2008 18 $1.694 2009 20 $1.647 2010 13 $1.848 2011 19 $1.819 2012 YTD 25 $1.759 Source: North Texas Real Estate Information System Westlake New Home Inventory As of 2Q12, 15 new homes were under construction. As a result, inventory levels have improved. Total inventory remains well above the 6.0 to 6.5 month theoretical equilibrium. The vacant developed lot (VDL) inventory in Westlake has remained consistent over the past 10 years. Developers have kept an average of 180 VDL’s lots on the ground. Currently, there are 162 existing lots. The current VDL total represents a 121.5 month supply (based on the current starts rate), which is well-above market equilibrium (24 months). As of 2Q12, no future lots had been approved. At the current annual start rate of 16 homes per year, the existing lot inventory will last another 10 years. If the annual starts pace increases to the Westlake Academy Facilities Master Plan 36 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 13 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 historical norm of 20 units per year, then the lot supply will last only 8 years. In either case, it will take a significant increase in the pace of new home construction before any new lot development is likely to take place. The allowance of smaller lots and/or the ability of builders to offer new homes priced under $1 million (preferably $500K-$750K) would change the current new home market significantly. Going forward, SDS expects the Westlake market to produce 20-25 new starts homes per year if the current conditions do not change. Under this Low Scenario, new home closings (occupancies) in Westlake would continue to average 16-20 homes per year. If the Westlake submarket sees a 15% annual increase in starts, as the overall DFW market is projected to see, then the annual pace of closings in Westlake could increase to 30-50 homes per year. The chart below shows this Moderate growth scenario. Note that it would take the current market 5 to 10 years to reach this level of activity. Moderate Scenario If Westlake allows for smaller lots, and builders are therefore able to offer new homes priced in the $500K-$1 million range, then the Westlake market could produce another 40-50 units per year in addition to the activity over $1 million. However, this High Scenario Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 14 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 depends on many factors like the number of communities and the type of builders in each (custom builders vs. high-end production like a Toll Brothers). Southlake and Colleyville have seen annual activity in the $500K-750K price range average 40-50 new homes per year, but it is important to remember that their housing markets were spread out over a larger geographic area and contained a mix of high-end production builders and multiple custom builders. VI.Town of Westlake Population and Household Growth Westlake Academy Facilities Master Plan 37 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 15 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 The 2010 Census counted a total resident population of 992 for the Town of Westlake. The map above shows how the population was distributed geographically by census block. The population is mostly concentrated in three main areas of the town: 1.) in the southeast portion of the town north of Dove Rd. (FM 4080) 2.) inside and near the Vaquero subdivision and 3.) in the far southwest portion of the town just west of Roanoke Rd. The census counted a total of 302 households. The map below shows the geographic distribution of the household counts by census block. As expected, the locations mirror the population distribution. Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 16 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 A.Census Results 2000 vs. 2010 Comparing the 2010 Census results to the 2000 Cens us counts shows dramatic changes. Over the 10-year period Westlake’s population increased by 785 people, which represents 379% increase. Total households increased by 218, a 260% increase. The annual average for new household formations equaled 22 per year. With an average homeownership rate of 94% in Westlake, the census findings mirror the average new home absorption rate of 20 homes per year. It is also noteworthy, that as the town added more people and households, the average household size increased significantly from 2.46 to 3.28. The driving force behind the change in household size was a 655% increase in the number of family households with their own children under age 18. Over the 10-year period, this household type increased from 20 to 151, and the growth represented 60% of the town’s overall household growth. Total Population/Pop. Growth 2000 2010 % Chg. Avg. Annual Chg. Total Numeric Chg. Westlake 207 992 379.2% 37.9% 785 Total Households/HH Growth 2000 2010 % Chg. Avg. Annual Chg. Total Numeric Chg. Westlake 84 302 259.5% 26.0% 218 Average Household Size 2000 2010 Total Numeric Chg. Westlake 2.46 3.28 0.82 Family Households w/ Own Children Under 2000 2010 % Chg. Avg. Annual Chg. Total Numeric Chg. Total HH Growth % of Total HH Growth Westlake 20 151 655.0% 65.5% 131 218 60.1% Westlake Academy Facilities Master Plan 38 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 17 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 In 2012, the North Central Texas Council of Governments (NCTCOG) estimated that Westlake’s population had increased to 1,010 as of January 1, 2012. The NCTCOG uses traffic survey zones to project future population. The most recent projections were released in 2011, and the forecast projects that Westlake’s population will grow to over 8,100 by 2035. The population growth averages out to approximately 260 people year. Using the 3.28 average persons per household, the growth would translate into 2,500 total households by 2035 or almost 100 new households per year. At this rate the household growth projections would suggest that Westlake would be averaging 94 new homes per year. However, this forecast is extremely aggressive when compared to both census data and the new home market survey results that show 20 new households per year is more likely. The NTCGOG forecast has to be assuming that zoning changes will occur that will allow for lower priced homes, higher density neighborhoods, and even multi-family developments. B.Under Age 18 Population The 2010 Census also found that Westlake’s population under the age of 18 increased dramatically over the past decade. In 2000, only 38 residents of Westlake were under age 18. Ten years later, the number had increased to 357. The under 18 population is 36% of the overall population, which is higher than the state average of 27%. The map above shows how the under 18 population was distributed by census block. The results shows that the highest concentration of persons under age 18 reside in or near Vaquero. The table below shows how the under 18 population was distributed by age range. About 86% of the under 18 population were of school -age (Age 5-17). The census counted 306 residents in the Age 5 to 17 range. Westlake Age Distribution Under Age 18 Age Range 2000 2010 Numeric Chg. % Chg. Avg. Ann. Growth 0‐4 6 51 45 750.0% 75.00% 5‐9 12 111 99 825.0% 82.50% 10‐14 16 136 120 750.0% 75.00% 15‐17 10 59 49 490.0% 49.00% Total 44 357 313 711.4% 71.14% Age 5‐17 38 306 268 705.3% 70.53% Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 18 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Comparing the student-age numbers to the household numbers reveals that Westlake has an average of 1.01 Age 5-17 residents per household. The map below shows the number of student-age residents per household by census block. Westlake Academy Facilities Master Plan 39 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 19 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 20 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 VII.Town of Westlake Build-out Scenario SDS performed a review of Westlake residential zoning and entitlements by Planned Development (PD) boundary to determine the potential number of future households that could form under the current zoning.The 2010 Census provided a benchmark of 302 households as of summer 2010. Based on RSI housing survey data, the number of households is estimated to have increased to 315 as of June 2012. In addition, lot inventory data shows 162 vacant lots on the ground and 15 units waiting to be closed. Furthermore, SDS estimates that 358 acres of raw land currently exist with residential zoning outside of the Circle T development property. These tracts have the potential to produce another 319 homes at build-out. A large portion of the remaining raw land in Westlake is zoned as part of the Circle T development. Circle T is defined on the Westlake zoning map as PD-3. This area is also divided into 9 smaller planning areas. SDS reviewed each planning areas zoning for potential residential development. Please note that numbers for PA-1, which is Vaquero, are included in the vacant lot numbers. PA-3 is zoned for office and resort and will not have any new homes. PA-4 and PA-8 are undefined at this time. SDS has assumed that they will not be residential. PA-5, 6, 7, and 9 all have residential zoning. Combined these areas could produce a total of 1,183 households. 248 of the households would be apartments in PA-9. In total, SDS estimates that under the current zoning there is the potential for 1,994 total occupied homes (households) in Westlake at build-out. The growth will be spread-out over the next 20 plus years. It is noteworthy, that SDS’s built-out calculation remains below the NTCOG’s projection of 2,500 households and 8,100 people by 2035. The NTCOG’s projections must assume that zoning in Circle T will change. Under the current zoning it does not appear that the NTCOG’s forecast is possible. It is more likely that by 2035, Westlake will have closer to 2,000 households and 6,000 people. The following table summarizes the research findings per area: Westlake Academy Facilities Master Plan 40 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 21 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 BUILD ‐OUT PLANNING AREAS Total Acres Buildable Acres Units Per Acre Lots PD1 (All Office)00 PD2 (All Office)00 Circle T PA‐1 (Vaquero)452 0 Circle T PA‐3 (Office & Resort)516 0 Circle T PA‐4 181.5 163 Circle T PA‐5 (275 Lot Max)200 275 Circle T PA‐6‐7 2.3 2.1 7.26 15 Circle T PA‐6‐8 9.2 8.3 3.63 30 Circle T PA‐7‐1 43 38.7 3.78 146 Circle T PA‐7‐2 14 12.6 3.78 48 Circle T PA‐7‐3 56.5 50.9 2.90 147 Circle T PA‐7‐4 97.2 87.5 2.90 254 Circle T PA‐7‐5 15.2 13.7 1.45 20 Circle T PA‐8 222.6 200.3 0 Circle T PA‐9 (MF)157.8 248 Out Parcel 1‐R‐1 72 65 1.0 65 Out Parcel 2‐R‐1 13.5 12 1.0 12 R‐2 Tract 1 9.92 9 2.0 18 R‐2 Tract 2 28.83 26 2.0 52 R‐5 Area 38.33 34 5.0 172 Huge R‐1 Tract 184.9 166 1.0 166 Small R‐1 Tract 10.5 9 1.0 9 1,502Potential New HH Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 22 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Area Acres Residential UsesDensityMinimum Lot SizeMinimum Lot WidthPotential HouseholdsPA-1 451.9 Single-Family Attached (Vaquero)Single-family. The maximum density for the single-family sub-areas shall be determined by the minimum lot sizes set forth belowSingle-family—Alternative A development without golf. The minimum lot size for the single-family sub-areas shall be as follows:Single-family. The minimum lot width for the single-family sub-areas shall be as follows:310(a) 15,000 square feet for tracts 1-1, 1-2, and 1-3; (a) 85 feet for lots less than 15,000 square feet;(see RSI Report)(b) 30,000 square feet for tract 1-4(b) 100 feet for lots equal to or greater than 15,000 square feetbut less than 30,000 square feet;(c) 150,000 square feet for tract 1-5.(c) 125 feet for lots equal to or greater than 30,000 square feet but less than 150,000 square feet;(d) 200 feet for lots equal to or greater than 15,000 square feet.Single-family—Alternative B development with golf. Theminimum lot size for the single-family sub-areas shall be as follows:(a) 12,000 square feet for tracts 1-1, 1-2, and 1-3;(b) 15,000 square feet for tract 1-4;(c) 20,000 square feet for tract 1-5;(d) 30,000 square feet for tracts 1-6 and 1-7(e) 150,000 square feet for tract 1-8PA- 3 516.0 None (Office & Resort)0PA- 4 181.5 UndefinedPossible Residential & Office0PA- 5 200.0 Single-Family Detached, Single-Family Attached-Zero Lot Line, Single-Family AttachedResidential uses. This PD may contain a maximum of 275 owner occupied, single-family dwelling units.The minimum lot size for a residential detached unit within a mixed use development area is 5,000 square feet. There are no minimum lot sizes for residential attached units.The minimum lot widths for residential detached units located within a mixed use development area of the PD District shall be 50 feet. There are no minimum lot widths for attached uses within a mixed use development area.275PA- 6 193.3 Single-Family Detached The maximum density for the single-family sub-areas shall be determined by the minimum lot sizes set forth belowThe minimum lot size for the single-family sub-areas shall be as follows:The minimum lot width for the single-family sub-areas shall be as follows:45(a) 6,000 square feet for Tract 6-7(a) 60 feet for lots in Tract 6-7(b) 12,000 square feet for Tract 6-8(b) 85 feet for lots in Tract 6-8PA- 7 392.3 Single-Family Detached The maximum density for single-family sub-areas shall be determined by the minimum lot size set forth below.The minimum lot size for the single-family sub-areas shall be as follows:The minimum lot width for the single-family sub-areas shall be as follows:615(a) 12,000 square feet for lots in Tracts 7-1 and 7-2 (a) 85 feet for lots in Tracts 7-1 and 7-2(b) 15,000 square feet for lots in Tracts 7-3 and 7-4 (b) 100 feet for lots in Tracts 7-3 and 7-4(c) 30,000 square feet for lots in Tract 7-5(c) 125 feet for lots in Tract 7-5PA- 8 222.6 None0PA- 9 157.8 MultifamilyThe maximum number of multifamily units within the multifamily sub-area shall be 248.The minimum lot size for the multifamily sub-area shall be 40,000 square feet.The minimum lot width for the multifamily sub-area shall be 200 feet.248Total Potential Housholds from P3A-PA91,183Circle T Area (PD3) - Sub Planning Area (PA) Zoning Westlake Academy Facilities Master Plan 41 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 23 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 VIII.Westlake Academy Resident Enrollment The following tables summarize the historical enrollment for Westlake Academy resident students along with the cohort survival rates by grade. Source: Westlake Academy During the 2010/11 school year, Westlake Academy had a total 153 students that lived in Westlake. Comparing the enrollment data to the census results indicates that the average number of Westlake Academy students per Westlake household was 0.51. Therefore, about half of the school-age residents living in the town were enrolled at another school. For the 2012/13 school enrollment currently stands at 204, which means that the number of students per household has likely increased to 0.65. Annual Enrollment History for Westlake Resident Students (Primary Zone) Fiscal Year K G1 G2 G3 G4 G5 G6 G7 G8 G9 G10 G11 G12 Total Net Chg. % Growth 2003‐04 1355565 39 2004‐05 9 7 16 10 7 9 10 6 74 35 89.7% 2005‐06 29 15 18 23 17 11 12 10 6 141 67 90.5% 2006‐07 19 32 20 19 20 19 13 11 12 7 172 31 22.0% 2007‐08 19 23 25 25 19 16 18 11 12 15 8 191 19 11.0% 2008‐09 10 7 20 15 17 12 13 13 6 3 9 3 128 ‐63 ‐33.0% 2009‐10 25 11 10 20 19 18 16 15 10 9 2 8 2 165 37 28.9% 2010‐11 10 18 11 9 17 21 14 12 14 10 8 2 7 153 ‐12 ‐7.3% 2011‐12 15 13 19 12 10 17 19 15 12 11 11 8 2 164 11 7.2% 2012‐13 23 15 14 19 17 14 25 17 18 12 12 10 8 204 40 24.4% Annual Cohort Survival Rates Fiscal Year K G1 G2 G3 G4 G5 G6 G7 G8 G9 G10 G11 G12 Avg 2003‐04 2004‐05 1.231 2.000 1.400 1.800 1.667 1.200 1.550 2005‐06 1.667 2.571 1.438 1.700 1.571 1.333 1.000 1.000 1.535 2006‐07 1.103 1.333 1.056 0.870 1.118 1.182 0.917 1.200 1.167 1.105 2007‐08 1.211 0.781 1.250 1.000 0.800 0.947 0.846 1.091 1.250 1.143 0.608 2008‐09 0.368 0.870 0.600 0.680 0.632 0.813 0.722 0.545 0.250 0.600 0.375 0.587 2009‐10 1.100 1.429 1.000 1.267 1.059 1.333 1.154 0.769 1.500 0.667 0.889 0.667 0.902 2010‐11 0.720 1.000 0.900 0.850 1.105 0.778 0.750 0.933 1.000 0.889 1.000 0.875 0.900 2011‐12 1.300 1.056 1.091 1.111 1.000 0.905 1.071 1.000 0.786 1.100 1.000 1.000 1.035 2012‐13 1.000 1.077 1.000 1.417 1.400 1.471 0.895 1.200 1.000 1.091 0.909 1.000 1.122 Averages 2‐Yr Avg 1.150 1.066 1.045 1.264 1.200 1.188 0.983 1.100 0.893 1.095 0.955 1.000 1.078 3‐Yr Avg 1.007 1.044 0.997 1.126 1.168 1.051 0.905 1.044 0.929 1.027 0.970 0.958 1.019 5‐Yr Avg 0.898 1.086 0.918 1.065 1.039 1.060 0.918 0.890 0.907 0.869 0.835 0.885 0.909 9‐Yr Avg 1.059 1.261 1.148 1.144 1.165 1.159 0.951 0.967 0.993 0.915 0.835 0.885 1.038 Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 24 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 IX.Westlake Academy Enrollment Forecast The chart below summarizes the three enrollment forecast scenarios for Westlake resident students. The projections are based on the housing forecast (new household formations) discussed in Section 5 and the typical number of Westlake resident students per household. If market conditions stay the same over the next decade (i.e. 16-20 new household formations (total closings) added per year and 0.6 new students per new household), then Westlake Academy’s resident enrollment is projected to follow the low scenario path (green line). If the pace of household growth increases 15% per year and households yield 0.70 students per new home then enrollment will follow the moderate growth scenario (blue line). If household formations increase to the 90-100 units per year level as projected by the NTCOG and the student yield remains at 0.70, then the projected enrollment growth will follow the high scenario (red line). Westlake Academy Facilities Master Plan 42 Appendix A: SDS Report Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 25 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 The tables above show the enrollment totals and cumulative growth through Fall 2022 for Westlake resident students. The build-out scenario indicates that Westlake has the potential for 1,994 homes. Using the student yield of 0.7 per household would suggest that Westlake Academy’s total potential enrollment for Westlake residents is 1,395 students. Current enrollment for Westlake residents is 204. Under the low housing growth scenario, it would take nearly 10 years for enrollment to increase by 100 students. If the moderate growth occurs, it would take 5-7 years for resident enrollment to increase by 100 students. Enrollment would be near 375 total students by Fall 2022. If the high scenario growth occurs, then resident enrollment would increase by 100 students in 3-5 years. Under the high scenario, enrollment from Westlake residents would surpass 700 students 10 years from now. In is noteworthy, that even if the high growth scenario occurs, resident enrollment would still be only half of the projected build-out number by 2022. It would likely take another 10-12 years at the 100 homes per year pace to reach 1,395 students. Fall 2014 2017 2022 Low 201 243 255 Moderate 233 287 374 High 299 418 722 Total Projected Enrollment Next 2 Years 5 Years 10 Years Low -3 29 95 Moderate 39 83 214 High 51 170 518 Cumuative New Students Added Westlake Residential and Student Enrollment Forecast Town of Westlake/Westlake Academy Page 26 of 26 © School District Strategies 2012 16660 North Dallas Parkway, Suite 1200 Dallas, Texas 75248 Assumptions & Limiting Conditions Although School District Strategies (SDS) has used commercially reasonably efforts to obtain information from sources in a manner that SDS believes to be reliable, we do not guarantee it’s accuracy and such information may be incomplete, condensed or interpolated. Information presented in this report represents our estimates as of the date of the publication and is subject to change without notice. This report is not intended as a recommendation or endorsement for any action taken by others. In no event will School District Strategies be liable for direct, indirect , incidental or consequential lost profits, lost savings, damages or other liabilities resulting from any information provided herein. The following contingencies and limiting conditions are noted as fundamental assumptions, which may affect the validity of the analysis and conclusions reached in this report: All information contained in this report, while based upon information obtained from the client and other sources deemed to be reliable, is in no way warranted by School District Strategies or Residential Strategies, Inc. The DFW area, state of Texas, and the nation as a whole will not suffer any major economic shock during the time period of the forecast contained in this report. Population will continue to increase at or above the rate forecast. The basic sources of statistical data and estimates used in this analysis are sufficiently accurate to be useful for planning purposes. The development, when completed, will be designed, promoted, and managed in a manner that will have an adequate impact on the local market. The recommendations set forth in this report will be acted upon within a reasonable period of time to preclude major changes in the conditions evaluated. Radical changes in factors affecting the major assumptions noted above could alter the conclusions reached in this analysis or necessitate the re-evaluation of portions of this report. Westlake Academy Facilities Master Plan 43 Appendix B: Financial Data 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 AB C L M N O P Q R WX Fiscal Year Audited FY 10/11 Estimated 11/12 Adopted 12/13 2013/14 2014/15 2015/16 2016/17 GENERAL FUND BEG. BALANCE $ 767,490 $ 914,660 $ 657,994 $ 686,484 $ 681,210 $ 865,553 $ 1,136,107 REVENUES Local Revenues WAF Salary Reimbursement 65,003 31,662 54,594 55,685 57,356 59,076 60,849 Gifts & Donations - WAF - - - - - - Other Local Revenue 28,035 58,000 28,000 59,740 61,532 63,378 65,280 WAF Blacksmith 524,038 680,000 720,000 720,000 872,966 888,300 898,631 Interest Earned 2,295 1,278 2,500 1,316 1,355 1,396 1,438 Food Services 2,000 3,000 3,000 3,090 3,183 3,278 3,377 Donations 3,950 - 303,700 300,000 300,000 300,000 300,000 Athletic Activities 49,198 35,922 33,500 39,000 40,170 41,375 42,616 Transportation/Parking 7,996 23,250 35,000 35,700 36,771 37,874 39,010 Total Local Revenues 682,515 833,112 1,180,294 1,214,531 1,373,332 1,394,677 1,411,201 State Revenue - - - - 1 1 TEA - FSP Funds 3,744,757 4,133,603 4,260,809 4,260,809 5,132,236 5,379,057 5,441,620 TRS On-behalf/Medicare Part B 181,301 234,803 227,452 268,517 344,743 355,012 365,588 Total State Revenues 3,926,058 4,368,406 4,488,261 4,529,326 5,476,979 5,734,069 5,807,209 TOTAL REVENUES 4,608,573 5,201,518 5,668,555 5,743,857 6,850,311 7,128,746 7,218,409 EXPENDITURES Object Code 61XX - Salaries 3,292,938 3,913,390 4,387,525 4,475,275 5,396,426 5,541,699 5,691,320 Object Code 62XX - Prof. Contracted Services 791,907 1,056,202 719,490 733,880 1,013,501 1,043,906 1,075,224 Object Code 63XX - Supplies & Materials 221,871 223,211 240,936 244,550 251,887 259,443 267,226 Object Code 64XX - Other Operating Costs 211,391 195,954 279,274 282,067 290,529 299,245 308,222 Object Code 65XX - Debt Service - - - - - - Object Code 66XX - Capital Assets - - - - - - - TOTAL EXPENDITURES 4,518,107 5,388,757 5,627,225 5,735,772 6,952,343 7,144,293 7,341,992 OTHER RESOURCES/USES Other Resources 104,844 44,823 38,460 39,230 40,014 - Other Resources - - - 300,000 300,000 300,000 Other Resources (Water Damage)659,704 - - - - - - Sub-Total Other Resources 659,704 104,844 44,823 38,460 339,230 340,014 300,000 Extraordinary Item (Water Damage)(603,000) (49,807) Other Uses - (124,464) (57,663) (51,819) (52,856) (53,913) - Sub-Total Other Uses (603,000) (174,271) (57,663) (51,819) (52,856) (53,913) - Excess Revenues Over (Under) Expenditures 147,170 (256,666) 28,490 (5,274) 184,342 270,554 176,417 GENERAL FUND ENDING BALANCE 914,660 657,994 686,484 681,210 865,553 1,136,107 1,312,524 Assigned - Technology/FFE 100,000 - - - - - - Assigned - Uniform/Equipment Replacement 15,810 3,684 - 14,838 14,838 14,838 14,838 Assigned - Facility Maintenance/FFE - - ENDING FUND BALANCE 798,850 654,310 686,484 666,372 850,715 1,121,269 1,297,686 12,155 13,752 13,973 14,391 14,821 14,821 905,177 # of Operating Days (based on 365)65 44 45 42 45 57 65 Students Enrolled Primary 296 308 334 321 399 399 399 Secondary 222 313 330 338 395 409 418 Total Students Enrolled 518 621 664 659 794 808 817 Teaching Staff Primary 21.9 21.9 21.23 21.23 32.16 32.16 32.16 Secondary 17.75 20.14 22.7 22.7 22.16 22.16 22.16 Total Teaching Staff 39.65 42.04 43.93 43.93 54.32 54.32 54.32 Income Statement ‐ Option 2 Hybrid C 3 Sections Whole School (18 Students (GK‐G5) / 25 Students (G6‐G12)) 9/18/2012 BOARD RECAP / STAFF DIRECTION Board of Trustees Item #5 – Board Recap / Staff Direction Board of Trustees Item # 6 – Adjournment Work Session