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Res 12-23 WA Adopting the Facility Master Plan
WESTLAKE ACADEMY RESOLUTION 12-23 A RESOLUTION OF THE WESTLAKE ACADEMY BOARD OF TRUSTEES PROVIDING FOR A FACILITY MASTER PLAN FOR WESTLAKE ACADEMY. WHEREAS, the Board of Trustees of Westlake Academy is charged with planning for various campus facility needs as it relates to educational services for Academy students that provide for high academic achievement; and, WHEREAS, a facility master plan is important to the long-range planning for the Academy as it pertains to enrollment growth, which should be updated and modified as situations warrant; and, WHEREAS, the Superintendent will utilize the facility plan as a resource in developing the municipal five-year Capital Improvement Plan(CIP) on an annual basis; and, WHEREAS, that the Board of Trustees finds that that the passage of this Resolution is in the best interest of the citizens of Westlake as well as the students, their parents, and faculty of Westlake Academy. NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF TRUSTEES OF WESTLAKE ACADEMY: SECTION 1: That, all matters stated in the recitals hereinabove are found to be true and correct and are incorporated herein by reference as if copied in their entirety. SECTION 2: That, the Board of Trustees Westlake Academy, hereby approves this resolution approving a facility master plan attached hereto Exhibit "A". SECTION 3: If any portion of this resolution shall, for any reason, be declared invalid by any court of competent jurisdiction, such invalidity shall not affect the remaining provisions hereof and the Council hereby determines that it would have adopted this Resolution without the invalid provision. WA Resolution 12-24 Page 1 of 2 SECTION 4: That this resolution shall become effective from and after its date of passage. PASSED AND APPROVED BY THE BOARD OF TRUSTEES OF 'WESTLAKE ACADEMY, A CHARTER SCHOOL OF THE STATE OF TEXAS, ON THE 5th DAY OF NOVEMBER, 2012. Laura Wheat, President ATTEST: Kelly Edwar , Board Secretary Thomas E. Bry , S erintendent APPROVED AS TO FORM: Stan owry, Tow A ey o Janet Bubert, Sehoo Att y WA Resolution 12-24 Page 2 of 2 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. • Portable 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 200200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,2933,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 13,3288,393 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 38252060412,475 First Grade 38252060412,475 Second Grade 35502060281,650 Third Grade 35502060281,650 Fourth Grade 35502060281,650 Fifth Grade 35502060281,650 Sixth Grade (General Purpose)35502060281,650 Seventh Grade (General Purpose)35502060281,650 Eighth Grade (General Purpose)37002575282,100 2,100 Ninth Grade (General Purpose)37002575282,100 2,100 Tenth Grade (General Purpose)37002575282,100 2,100 Eleventh Grade (General Purpose)37002575282,100 2,100 Twelfth Grade (General Purpose)37002575282,100 2,100 Sub Total 39 855 25,350 10,500 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Sub Total 56,193 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 1,2001,200 Additional Storage 400 400 400 Restrooms 800 800800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,0001,000 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 FootageKindergarten38252060412,475First Grade 38252060412,475Second Grade 35502060281,650Third Grade 35502060281,650Fourth Grade 35502060281,650Fifth Grade 35502060281,650Sixth Grade (General Purpose)35502060281,650 Seventh Grade (General Purpose)35502060281,650 Eighth Grade (General Purpose)37002575282,100 2,100 Ninth Grade (General Purpose)37002575282,100 2,100 Tenth Grade (General Purpose)37002575282,100 2,100 Eleventh Grade (General Purpose)37002575282,100 2,100 Twelfth Grade (General Purpose)37002575282,100 2,100 Sub Total 39 855 25,350 10,500 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Sub Total 56,193 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 18,3429,595 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 • Secondar y 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 • Secondar y 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 $6,012,71010.0%$601,271 Sitework $6,012,71012.5%$751,589 IT/Security $6,012,7105.0%$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 $6,012,71010.0%$601,271 Sitework $6,012,71012.5%$751,589 IT/Security $6,012,7105.0%$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$6,509,51710.0%$650,952 Sitework $6,509,51712.5%$813,690 IT/Security $6,509,5175.0%$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 kindergar ten 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 200200 Restrooms (Secondary)2,400 2,400 2,400 Circulation (Secondary)3,293 3,2933,293 Offices/Flex Space to decompress existing (New)2,500 2,500 2,500 Sub Total 4,935 4,9358,393 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 48252080413,300 6,400 First Grade 48252080413,300 Second Grade 45502080282,200 Third Grade 45502080282,200 Fourth Grade 45502080282,200 Fifth Grade 45502080282,200 Sixth Grade (General Purpose)45502080282,200 Seventh Grade (General Purpose)45502080282,200 Eighth Grade (General Purpose)470025100282,800 2,800 Ninth Grade (General Purpose)470025100282,800 2,800 Tenth Grade (General Purpose)470025100282,800 2,800 Eleventh Grade (General Purpose)470025100282,800 2,800 Twelfth Grade (General Purpose)470025100282,800 2,800 Sub Total 52 1,140 33,800 20,400 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Sub Total 56,193 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 1,2001,200 Additional Storage 400 400 400 Restrooms 800 800800 Dressing Room 500 500 500 Stage 1,500 1,500 1,500 Lobby 1,000 1,0001,000 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 4,9358,393 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 FootageKindergarten48252080413,300 6,400First Grade 48252080413,300Second Grade 45502080282,200Third Grade 45502080282,200Fourth Grade 45502080282,200Fifth Grade 45502080282,200Sixth Grade (General Purpose)45502080282,200 Seventh Grade (General Purpose)45502080282,200 Eighth Grade (General Purpose)470025100282,800 2,800 Ninth Grade (General Purpose)470025100282,800 2,800 Tenth Grade (General Purpose)470025100282,800 2,800 Eleventh Grade (General Purpose)470025100282,800 2,800 Twelfth Grade (General Purpose)470025100282,800 2,800 Sub Total 52 1,140 33,800 20,400 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Sub Total 56,193 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 18,3429,595 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 arts and sciences building would mimic the existing building adding three new classrooms and storage space. • Portable 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 200200 Restrooms (Secondary)2,400 2,4002,400 Circulation (Secondary)3,293 3,2933,293 Offices/Flex Space to decompress existing (New)2,500 2,5002,500 Sub Total 4,935 4,9358,393 Stage 1,500 1,5001,725 Seating 9757,800 7,8008,970 Lobby 1,000 1,0001,150 Bathrooms 1,000 1,0001,150 Dressing 500 500575 Additional Storage 500 500575 Music Room Storage 1,200 1,2001,380 Sub Total 13,500 13,50015,525 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 482525100333,3006,400 First Grade 482525100333,300 Second Grade 455025100222,200 Third Grade 455025100222,200 Fourth Grade 455025100222,200 Fifth Grade 455025100222,200 Sixth Grade (General Purpose)455025100222,200 Seventh Grade (General Purpose)455025100222,200 Eighth Grade (General Purpose)470025100282,8002,800 Ninth Grade (General Purpose)470025100282,8002,800 Tenth Grade (General Purpose)470025100282,8002,800 Eleventh Grade (General Purpose)470025100282,8002,800 Twelfth Grade (General Purpose)470025100282,8002,800 Sub Total 52 1,300 33,80020,400 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Additional Arts and Sciences 31,200 3,6005,200 Sub Total 86,193 6,1935,200 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 4,2004,200 Kitchen 1,200 1,2001,200 Additional Storage 400 400400 Restrooms 800 800800 Dressing Room 500 500500 Stage 1,500 1,5001,500 Lobby 1,000 1,0001,000 Sub Total 12,060 9,6009,600 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 9,5959,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,3429,595 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 200200 Restrooms (Secondary)2,400 2,4002,400 Circulation (Secondary)3,293 3,2933,293 Offices/Flex Space to decompress existing (New)2,500 2,5002,500 Sub Total 4,935 4,9358,393 Stage 1,500 1,5001,725 Seating 9757,800 7,8008,970 Lobby 1,000 1,0001,150 Bathrooms 1,000 1,0001,150 Dressing 500 500575 Additional Storage 500 500575 Music Room Storage 1,200 1,2001,380 Sub Total 13,500 13,50015,525 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 FootageKindergarten482525100333,3006,400First Grade 482525100333,300Second Grade 455025100222,200Third Grade 455025100222,200Fourth Grade 455025100222,200 Fifth Grade 455025100222,200 Sixth Grade (General Purpose)455025100222,200 Seventh Grade (General Purpose)455025100222,200 Eighth Grade (General Purpose)470025100282,8002,800 Ninth Grade (General Purpose)470025100282,8002,800 Tenth Grade (General Purpose)470025100282,8002,800 Eleventh Grade (General Purpose)470025100282,8002,800 Twelfth Grade (General Purpose)470025100282,8002,800 Sub Total 52 1,300 33,80020,400 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Additional Arts and Sciences 31,200 3,6005,200 Sub Total 86,193 6,1935,200 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 4,2004,200 Kitchen 1,200 1,2001,200 Additional Storage 400 400400 Restrooms 800 800800 Dressing Room 500 500500 Stage 1,500 1,5001,500 Lobby 1,000 1,0001,000 Sub Total 12,060 9,6009,600 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 9,5959,595 Security 192 192 Storage 515 515 Sub Total 18,342 18,3429,595 Specialized Classrooms Library Master Plan Westlake Academy Facilities Master Plan 15 Capital Improvement Timeline Year Westlake Students %Out of Area %Total 12012 20431%44669%650 22013 23636%42364%659 32014 25539%40061%655 42015 28243%37757%659 52016 32047%35453%674 62017 37453%33147%705 72018 44059%30841%748 82019 50864%28536%793 92020 57869%26231%840 102021 64973%23927%888 112022 77278%21622%988 122023 88282%19318%1,075 1320241,00886%17014%1,178 1420251,15289%14711%1,299 1520261,31791%1249%1,441 1620271,50594%1016%1,606 1720281,72096%784%1,798 1820291,96597%553%2,020 1920302,24699%321%2,278 2020312,566100%90%2,575 2120322,933100%00%2,933 High Scenario YearWestlake Students%Out of Area%Total 1201220431%44669%650 2201321031%45969%669 3201420131%43969%640 4201521131%46169%672 5201622131%48369%704 6201723331%50969%742 7201824531%53669%781 8201925731%56269%819 9202027131%59269%863 10202128431%62169%905 11202229931%65469%953 12202331131%67969%990 13202432331%70669%1,029 14202533631%73469%1,070 15202634931%76369%1,112 16202736331%79369%1,156 17202837731%82469%1,201 18202939231%85769%1,248 19203040731%89069%1,298 20203142331%92569%1,349 21203244031%96269%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 201220132014201520162017201820192020202120222023202420252026202720282029203020312032 Moderate Growth Scenario YearWestlake Students%Out of Area%Total 1201220431%44669%650 2201323234%44666%678 3201424335%44665%689 4201525536%44664%701 5201627038%44662%716 6201728739%44661%733 7201830641%44659%752 8201932942%44658%775 9202035544%44656%801 10202138446%44654%830 11202241848%44652%864 12202344950%44650%895 13202448352%44648%929 14202551954%44646%965 15202655756%44644%1,003 16202759957%44643%1,045 17202864459%44641%1,090 18202969261%44639%1,138 19203074463%44637%1,190 20203179964%44636%1,245 21203285966%44634%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 PEOffice DiningHall 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 LowHighLowHighLowHigh Space Needs Kindergarten Classrooms 33060 6001,200 1,8003,600 Grade 1 Classrooms 33060 6001,200 1,8003,600 Grade 2 Classrooms 33060 6001,200 1,8003,600 Grade 3 Classrooms 33060 6001,200 1,8003,600 Grade 4 Classrooms 33060 6001,200 1,8003,600 Grade 5 Classrooms 33060 6001,200 1,8003,600 Art 15564 1,1001,280 1,1001,280 Music 13881 7601,620 7601,620 Dance/Drama 1085 01,700 01,700 Computer Rooms 1 36 40 720 800 720 800 Sub‐Total 223096306,18012,60013,38027,000 Library/Media Center Media (RLV)166 2,1602,160 1 Based on accomadating 15% of the school with 40 sq. ft per student Support Spaces 1 3 6 1,2002,125 Sub‐Total 2912 3,3604,285 Food Service Dining (# of servings)31518 1,8002,160 2 Based on 6 sq. ft. per student with three lunch services Kitchen 36 1,0802,160 Serving 1 2 400 620 Sub‐Total 1926 3,2804,940 Physical Education Multipurpose/Gymnasium 1013 3,6004,800 Stage 13 5001,000 Boys Lockers 02 0800 Girls Lockers 02 0800 Storage/Office 11 400500 Sub‐Total 136 4,5007,900 Administration/Misc Principal 11 200200 Assistant Principal 00 150175 Secretary/Reception 11 300300 Health 01 120530 Office Work Room 11 190250 Conference 11 200250 Records 00 90150 Office Storage 00 90150 Guidance Room 01 100300 Office/Testing 00 150150 Other Student Services 01 150200 Teacher Workroom 11 300500 Teacher lounge 11 200300 Book Storage 12 200650 General Storage & Receiving 1 2 500 750 Sub‐Total 45 2,9404,855 Total Net Square Feet 27,46048,980 Circulation, Toilets & Mech. @ 37%10,160 18,123 Total Gross Square Footage 37,62067,103 Square Feet Per Student 105186 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 LowHighLowHighLowHigh English 32440 6001,000 1,8003,000 Foreign Language 32440 6001,000 1,8003,000 Social Studies 32440 6001,000 1,8003,000 Math 32440 6001,000 1,8003,000 Biology 13448 8501,200 8501,200 Chemistry 13448 8501,200 8501,200 Physics 13448 8501,200 8501,200 Other Science 13448 8501,200 8501,200 Dance/Drama 14072 1,0001,800 1,0001,800 Computer Rooms 14048 1,0001,200 1,0001,200 Instrumental Music 172104 1,8002,600 1,8002,600 Vocal Music 14880 1,2002,000 1,2002,000 Art 1 54 118 1,350 2,960 1,350 2,960 Sub‐Total 21 12,15019,36016,95027,360 Library/Media Center Media (RLV)101144 2,5203,600 Conference 632 150800 Audio‐Visual Storage 916 230390 Office 56 125160 Media Storage 620 160500 Work Room 23 32 580 800 Sub‐Total 3,7656,250 Food Service Dining (# of Servings)31420 2,4503,500 Kitchen 68 1,0501,400 Serving 2 2 310 400 Sub‐Total 3,8105,300 Physical Education Gymnasium 9,40010,500 Boys Locker Rooms 3 8001,4002,4004,200 Girls Locker Rooms 3 8001,4002,4004,200 Weight Room 1,0001,600 Laundry 150200 Equipment Storage 5001,200 Office 100 200 Sub‐Total 15,95022,100 Auditorium/Theatre Seating (# of People)700710 4,9007,000 Stage 1,5003,000 Dressing 500800 Storage 500800 Lobby 1,000 1,200 Sub‐Total 8,40012,800 Administration/Misc Principal 200250 Assistant Principal 150175 Secretary/Reception 400550 Health 200710 Office Work Room 230250 Conference 200450 Records 125130 Office Storage 100200 Guidance Room 1,3001,500 Student Offices (yearbook etc…)400700 Teacher Workroom 300600 Teacher lounge 300600 Custodial 5002,100 Book Storage 600800 General Storage & Receiving 400 900 Sub‐Total 5,4059,915 Total Net Square Feet 54,28083,725 Circulation, Toilets & Mech. @ 37%20,08430,978 Total Gross Square Footage 74,364114,703 Square Feet Per Student 142218 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 2,4603,272 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 1,6302,168 Westlake Academy Status Quo Scenario Health Toilet at Nurse 58 58 Nurse 250 250 Sub Total 308 308410 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 8,74711,634 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 7,2209,603Westlake 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 6,9349,222 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 825204041 1,650 First Grade 2 825204041 1,650 Second Grade 3 550206028 1,650 Third Grade 3 550206028 1,650 Fourth Grade 3 550206028 1,650 Fifth Grade 3 550206028 1,650 Sixth Grade (General Purpose)2 550214226 1,100 Seventh Grade (General Purpose)2 550214226 1,100 Eighth Grade (General Purpose)2 550214226 1,100 Ninth Grade (General Purpose)2 550214226 1,100 Tenth Grade (General Purpose)2 550224425 1,100 Eleventh Grade (General Purpose)1 550222225550 1 550222225550 *Reclaim as Classroom Twelfth Grade (General Purpose)2 700224432 1,4001,862 * New Space Sub Total 30 620 17,90023,807 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 1,4001,862 * New Space Sub Total 7 6,193 7,59310,099 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 825204041 1,650 First Grade 2 825204041 1,650 Second Grade 3 550206028 1,650 Third Grade 3 550206028 1,650 Fourth Grade 3 550206028 1,650 Fifth Grade 3 550206028 1,650 Sixth Grade (General Purpose)2 550214226 1,100 Seventh Grade (General Purpose)2 550214226 1,100 Eighth Grade (General Purpose)2 550214226 1,100 Ninth Grade (General Purpose)2 550214226 1,100 Tenth Grade (General Purpose)2 550224425 1,100 Eleventh Grade (General Purpose)1 550222225550 1 550222225550 *Reclaim as Classroom Twelfth Grade (General Purpose)2 700224432 1,4001,862 * New Space Sub Total 30 620 17,90023,807 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 1,4001,862 * New Space Sub Total 7 6,193 7,59310,099 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 38252060412,475 First Grade 1825202041825 27002040351,4001,862* New Space Second Grade 35502060281,650 Third Grade 35502060281,650 Fourth Grade 35502060281,650 Fifth Grade 35502060281,650 Sixth Grade (General Purpose)35502060281,650 Seventh Grade (General Purpose)35502060281,650 Eighth Grade (General Purpose)35502060281,650 Ninth Grade (General Purpose)35502060281,650 Tenth Grade (General Purpose)37002060352,100 2,793* New Space Eleventh Grade (General Purpose)37002060352,100 2,793* New Space Twelfth Grade (General Purpose)37002060352,100 2,793* New Space Sub Total 39 780 24,20032,186 Art Primary 11,291 1,291 Art Secondary 11,135 1,135 Music 11,755 1,755 Biology 11,006 1,006 Chemistry 11,006 1,006 Other Science 21,200 2,400 3,192* New Space Sub Total 77,393 8,59311,429 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 1,9602,607* New Space Kitchen 840 8401,117* New Space Serving 280 280372* New Space Additional Storage 200 200266* New Space Sub Total 5,740 5,7407,634 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 2,5203,352* New Space Sub Total 4,150 4,1505,520 Health Nurse (Primary)308 308 Nurse (Secondary)540 540718* New Space Sub Total 848 8481,128 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE 6,300 6,3008,379* New Space Security 192 192 Storage 515 515 Sub Total 15,047 15,04720,013 Westlake Academy 780 Student Scenario Auditorium Seating (people)5854,680 4,6806,224* New Space Stage 1,500 1,5001,995* New Space Dressing 500 500665* New Space Storage 500 500665* New Space Lobby 1,000 1,0001,330* New Space Sub Total 8,180 8,18010,879 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200266* New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)300 300399* New Space Toilet at Teacher Lounge(Secondary)75 75100* New Space Break Room (Secondary 75 75100* 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 2,5203,352* New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,105 8,10510,780 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 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 1,9602,607* New Space Kitchen 840 8401,117* New Space Serving 280 280372* New Space Additional Storage 200 200266* New Space Sub Total 5,740 5,7407,634 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 2,5203,352* New Space Sub Total 4,150 4,1505,520 Health Nurse (Primary)308 308 Nurse (Secondary)540 540718* New Space Sub Total 848 8481,128 Gymnasium Gymnasium 7,310 7,310 Girls Locker Room & Showers 365 365 Boys Locker Room & Showers 365 365 Ancillary PE 6,300 6,3008,379* New Space Security 192 192 Storage 515 515 Sub Total 15,047 15,04720,013 Westlake Academy 780 Student Scenario Auditorium Seating (people)5854,680 4,6806,224* New Space Stage 1,500 1,5001,995* New Space Dressing 500 500665* New Space Storage 500 500665* New Space Lobby 1,000 1,0001,330* New Space Sub Total 8,180 8,18010,879 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200266* New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)300 300399* New Space Toilet at Teacher Lounge(Secondary)75 75100* New Space Break Room (Secondary 75 75100* 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 2,5203,352* New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,105 8,10510,780 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)5854,680 4,6806,224* New Space Stage 1,500 1,5001,995* New Space Dressing 500 500665* New Space Storage 500 500665* New Space Lobby 1,000 1,0001,330* New Space Sub Total 8,180 8,18010,879 Administration Workroom at Asst/ Reception 183 183 Asst/ Reception 230 230 Principal (Primary)150 150 Principal (Secondary)200 200266* New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)300 300399* New Space Toilet at Teacher Lounge(Secondary)75 75100* New Space Break Room (Secondary 75 75100* 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 2,5203,352* New Space Workrooms 576 576 Conference Rooms 460 460 Sub Total 8,105 8,10510,780 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 825208041 3,300 First Grade 4 825208041 3,3004,389 *New Space Second Grade 4 550208028 2,200 Third Grade 4 550208028 2,200 Fourth Grade 4 550208028 2,200 Fifth Grade 4 550208028 2,200 Sixth Grade (General Purpose)4 550208028 2,200 Seventh Grade (General Purpose)4 550208028 2,200 Eighth Grade (General Purpose)4 700208035 2,8003,724 * New Space Ninth Grade (General Purpose)4 700208035 2,8003,724 * New Space Tenth Grade (General Purpose)4 700208035 2,8003,724 * New Space Eleventh Grade (General Purpose)4 700208035 2,8003,724 * New Space Twelfth Grade (General Purpose)4 700208035 2,8003,724 * 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 2,4003,192 * 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 2,6133,476 * New Space Kitchen 1,120 1,1201,490 * New Space Serving 300 300399 * New Space Additional Storage 250 250333 * 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 3,3604,469 * 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 720958 * 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 7,2009,576 * New Space Security 192 192 Storage 515 515 Sub Total 15,947 15,947 21,210 Auditorium Seating (people)780 6,240 6,2408,299 * New Space Stage 1,500 1,5001,995 * New Space Dressing 500 500665 * New Space Storage 500 500665 * New Space Lobby 1,000 1,0001,330 * 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 2,6133,476 * New Space Kitchen 1,120 1,1201,490 * New Space Serving 300 300399 * New Space Additional Storage 250 250333 * 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 3,3604,469 * 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 825208041 3,300 First Grade 4 825208041 3,3004,389 *New Space Second Grade 4 550208028 2,200 Third Grade 4 550208028 2,200 Fourth Grade 4 550208028 2,200 Fifth Grade 4 550208028 2,200 Sixth Grade (General Purpose)4 550208028 2,200 Seventh Grade (General Purpose)4 550208028 2,200 Eighth Grade (General Purpose)4 700208035 2,8003,724 * New Space Ninth Grade (General Purpose)4 700208035 2,8003,724 * New Space Tenth Grade (General Purpose)4 700208035 2,8003,724 * New Space Eleventh Grade (General Purpose)4 700208035 2,8003,724 * New Space Twelfth Grade (General Purpose)4 700208035 2,8003,724 * 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 2,4003,192 * 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 720958 * 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 7,2009,576 * New Space Security 192 192 Storage 515 515 Sub Total 15,947 15,947 21,210 Auditorium Seating (people)780 6,240 6,2408,299 * New Space Stage 1,500 1,5001,995 * New Space Dressing 500 500665 * New Space Storage 500 500665 * New Space Lobby 1,000 1,0001,330 * 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 200266 * New Space Teacher Lounge (Primary)256 256 Toilet at Teacher Lounge (Primary)58 58 Break Room (Primary)70 70 Teacher Lounge (Secondary)400 400532 * New Space Toilet at Teacher Lounge (Secondary)75 75100 * New Space Break Room (Secondary)75 75100 * 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 2,9403,910 * 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 5,700203.00$ 1,157,100$ Secondary School & Media Center 28,170218.14$ 6,144,990$ Kindergarten Building & Science Building 7,060196.84$ 1,389,693$ Auditorium 15,215252.50$ 3,841,788$ Field House 9,595126.00$ 1,208,970$ 65,740 13,742,540$ All Buildings Phase out - Option 2 Cafetorium 5,700203.00$ 1,157,100$ Secondary School 23,670219.50$ 5,195,565$ Media Center 4,500274.50$ 1,235,250$ Kindergarten Building & Science Building 7,060196.84$ 1,389,690$ Auditorium 15,215252.50$ 3,841,788$ Field House 9,595126.00$ 1,208,970$ 65,740 14,028,363$ All Building Built at Once Cafetorium 5,700180.00$ 1,026,000$ Kindergarten Building 5,200175.00$ 910,000$ Secondary School 23,670195.00$ 4,615,650$ Media/Library Center 4,500245.00$ 1,102,500$ Auditorium/Performance Hall 15,215225.00$ 3,423,375$ Specialized Classrom Building 1,860185.00$ 344,100$ Field House 9,575110.00$ 1,053,250$ 65,720 12,474,875$ OPTION 4 All Building Built at Once Cafetorium 9,600170.00$ 1,632,000$ Field House 9,575110.00$ 1,053,250$ Secondary School 18,893195.00$ 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 5,700203.00$ 1,157,100$ Secondary School & Media Center 28,170218.14$ 6,144,990$ Kindergarten Building & Science Building 7,060196.84$ 1,389,693$ Auditorium 15,215252.50$ 3,841,788$ Field House 9,595126.00$ 1,208,970$ 65,740 13,742,540$ All Buildings Phase out - Option 2 Cafetorium 5,700203.00$ 1,157,100$ Secondary School 23,670219.50$ 5,195,565$ Media Center 4,500274.50$ 1,235,250$ Kindergarten Building & Science Building 7,060196.84$ 1,389,690$ Auditorium 15,215252.50$ 3,841,788$ Field House 9,595126.00$ 1,208,970$ 65,740 14,028,363$ All Building Built at Once Cafetorium 5,700180.00$ 1,026,000$ Kindergarten Building 5,200175.00$ 910,000$ Secondary School 23,670195.00$ 4,615,650$ Media/Library Center 4,500245.00$ 1,102,500$ Auditorium/Performance Hall 15,215225.00$ 3,423,375$ Specialized Classrom Building 1,860185.00$ 344,100$ Field House 9,575110.00$ 1,053,250$ 65,720 12,474,875$ OPTION 4 All Building Built at Once Cafetorium 9,600170.00$ 1,632,000$ Field House 9,575110.00$ 1,053,250$ Secondary School 18,893195.00$ 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 19 9 7 234 19 9 8 234 19 9 9 234 20 0 0 234 20 0 1 234 20 0 2 234 20 0 3 234 20 0 4 234 20 0 5 234 20 0 6 234 20 0 7 234 20 0 8 234 20 0 9 234 20 1 0 234 20 1 1 234 20 1 2 2 An n u a l U n i t s Starts 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 20002010 % Chg. Avg. Annual Chg. Total Numeric Chg. Westlake 207992379.2%37.9%785 Total Households/HH Growth 20002010 % Chg. Avg. Annual Chg. Total Numeric Chg. Westlake 84302259.5%26.0%218 Average Household Size20002010 Total Numeric Chg. Westlake 2.463.280.82 Family Households w/ Own Children Under 20002010 % Chg. Avg. Annual Chg. Total Numeric Chg. Total HH Growth % of Total HH Growth Westlake 20151655.0%65.5%13121860.1% 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 Range20002010 Numeric Chg.% Chg. Avg. Ann. Growth 0‐465145750.0%75.00% 5‐91211199825.0%82.50% 10‐1416136120750.0%75.00% 15‐17105949490.0%49.00% Total44357313711.4%71.14% Age 5‐1738306268705.3%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)4520 Circle T PA‐3 (Office & Resort)5160 Circle T PA‐4 181.5163 Circle T PA‐5 (275 Lot Max)200 275 Circle T PA‐6‐7 2.32.17.2615 Circle T PA‐6‐8 9.28.33.6330 Circle T PA‐7‐1 4338.73.78146 Circle T PA‐7‐2 1412.63.7848 Circle T PA‐7‐3 56.550.92.90147 Circle T PA‐7‐4 97.287.52.90254 Circle T PA‐7‐5 15.213.71.4520 Circle T PA‐8 222.6200.3 0 Circle T PA‐9 (MF)157.8 248 Out Parcel 1‐R‐1 72651.065 Out Parcel 2‐R‐1 13.5121.012 R‐2 Tract 1 9.9292.018 R‐2 Tract 2 28.83262.052 R‐5 Area 38.33345.0172 Huge R‐1 Tract 184.91661.0166 Small R‐1 Tract 10.591.09 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 Ar e a A c r e s R e s i d e n t i a l U s e s De n s i t y M i n i m u m L o t S i z e M i n i m u m L o t W i d t h Po t e n t i a l H o u s e h o l d s PA - 1 4 5 1 . 9 S i n g l e - F a m i l y A t t a c h e d (V a q u e r o ) Si n g l e - f a m i l y . T h e m a x i m u m d e n s i t y f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e d e t e r m i n e d by t h e m i n i m u m l o t s i z e s s e t f o r t h b e l o w Si n g l e - f a m i l y — A l t e r n a t i v e A d e v e l o p m e n t w i t h o u t g o l f . Th e m i n i m u m l o t s i z e f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e a s f o l l o w s : Si n g l e - f a m i l y . T h e m i n i m u m l o t w i d t h f o r t h e s i n g l e - f a m i l y s u b - ar e a s s h a l l b e a s f o l l o w s : 31 0 (a ) 1 5 , 0 0 0 s q u a r e f e e t f o r t r a c t s 1 - 1 , 1 - 2 , a n d 1 - 3 ; ( a ) 8 5 f e e t f o r l o t s l e s s t h a n 1 5 , 0 0 0 s q u a r e f e e t ; (s e e R S I R e p o r t ) (b ) 3 0 , 0 0 0 s q u a r e f e e t f o r t r a c t 1 - 4 (b ) 1 0 0 f e e t f o r l o t s e q u a l t o o r g r e a t e r t h a n 1 5 , 0 0 0 s q u a r e f e e t bu t l e s s t h a n 3 0 , 0 0 0 s q u a r e f e e t ; (c ) 1 5 0 , 0 0 0 s q u a r e f e e t f o r t r a c t 1 - 5 . (c ) 1 2 5 f e e t f o r l o t s e q u a l t o o r g r e a t e r t h a n 3 0 , 0 0 0 s q u a r e f e e t bu t l e s s t h a n 1 5 0 , 0 0 0 s q u a r e f e e t ; (d ) 2 0 0 f e e t f o r l o t s e q u a l t o o r g r e a t e r t h a n 1 5 , 0 0 0 s q u a r e fe e t . Si n g l e - f a m i l y — A l t e r n a t i v e B d e v e l o p m e n t w i t h g o l f . T h e mi n i m u m l o t s i z e f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l be a s f o l l o w s : (a ) 1 2 , 0 0 0 s q u a r e f e e t f o r t r a c t s 1 - 1 , 1 - 2 , a n d 1 - 3 ; (b ) 1 5 , 0 0 0 s q u a r e f e e t f o r t r a c t 1 - 4 ; (c ) 2 0 , 0 0 0 s q u a r e f e e t f o r t r a c t 1 - 5 ; (d ) 3 0 , 0 0 0 s q u a r e f e e t f o r t r a c t s 1 - 6 a n d 1 - 7 (e ) 1 5 0 , 0 0 0 s q u a r e f e e t f o r t r a c t 1 - 8 PA - 3 5 1 6 . 0 N o n e ( O f f i c e & R e s o r t ) 0 PA - 4 1 8 1 . 5 U n d e f i n e d Po s s i b l e R e s i d e n t i a l & O f f i c e 0 PA - 5 2 0 0 . 0 S i n g l e - F a m i l y D e t a c h e d , Si n g l e - F a m i l y A t t a c h e d - Z e r o Lo t L i n e , S i n g l e - F a m i l y A t t a c h e d Re s i d e n t i a l u s e s . T h i s P D m a y c o n t a i n a ma x i m u m o f 2 7 5 o w n e r o c c u p i e d , s i n g l e - fa m i l y d w e l l i n g u n i t s . Th e m i n i m u m l o t s i z e f o r a r e s i d e n t i a l d e t a c h e d u n i t wi t h i n a m i x e d u s e d e v e l o p m e n t a r e a i s 5 , 0 0 0 s q u a r e fe e t . T h e r e a r e n o m i n i m u m l o t s i z e s f o r r e s i d e n t i a l at t a c h e d u n i t s . Th e m i n i m u m l o t w i d t h s f o r r e s i d e n t i a l d e t a c h e d u n i t s l o c a t e d wi t h i n a m i x e d u s e d e v e l o p m e n t a r e a o f t h e P D D i s t r i c t s h a l l b e 50 f e e t . T h e r e a r e n o m i n i m u m l o t w i d t h s f o r a t t a c h e d u s e s wi t h i n a m i x e d u s e d e v e l o p m e n t a r e a . 27 5 PA - 6 1 9 3 . 3 S i n g l e - F a m i l y D e t a c h e d T h e m a x i m u m d e n s i t y f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e d e t e r m i n e d b y t h e mi n i m u m l o t s i z e s s e t f o r t h b e l o w Th e m i n i m u m l o t s i z e f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e a s f o l l o w s : Th e m i n i m u m l o t w i d t h f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e as f o l l o w s : 45 (a ) 6 , 0 0 0 s q u a r e f e e t f o r T r a c t 6 - 7 (a ) 6 0 f e e t f o r l o t s i n T r a c t 6 - 7 (b ) 1 2 , 0 0 0 s q u a r e f e e t f o r T r a c t 6 - 8 (b ) 8 5 f e e t f o r l o t s i n T r a c t 6 - 8 PA - 7 3 9 2 . 3 S i n g l e - F a m i l y D e t a c h e d T h e m a x i m u m d e n s i t y f o r s i n g l e - f a m i l y s u b - ar e a s s h a l l b e d e t e r m i n e d b y t h e m i n i m u m lo t s i z e s e t f o r t h b e l o w . Th e m i n i m u m l o t s i z e f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e a s f o l l o w s : Th e m i n i m u m l o t w i d t h f o r t h e s i n g l e - f a m i l y s u b - a r e a s s h a l l b e as f o l l o w s : 61 5 (a ) 1 2 , 0 0 0 s q u a r e f e e t f o r l o t s i n T r a c t s 7 - 1 a n d 7 - 2 ( a ) 8 5 f e e t f o r l o t s i n T r a c t s 7 - 1 a n d 7 - 2 (b ) 1 5 , 0 0 0 s q u a r e f e e t f o r l o t s i n T r a c t s 7 - 3 a n d 7 - 4 ( b ) 1 0 0 f e e t f o r l o t s i n T r a c t s 7 - 3 a n d 7 - 4 (c ) 3 0 , 0 0 0 s q u a r e f e e t f o r l o t s i n T r a c t 7 - 5 (c ) 1 2 5 f e e t f o r l o t s i n T r a c t 7 - 5 PA - 8 2 2 2 . 6 N o n e 0 PA - 9 1 5 7 . 8 M u l t i f a m i l y Th e m a x i m u m n u m b e r o f m u l t i f a m i l y u n i t s wi t h i n t h e m u l t i f a m i l y s u b - a r e a s h a l l b e 24 8 . Th e m i n i m u m l o t s i z e f o r t h e m u l t i f a m i l y s u b - a r e a s h a l l be 4 0 , 0 0 0 s q u a r e f e e t . Th e m i n i m u m l o t w i d t h f o r t h e m u l t i f a m i l y s u b - a r e a s h a l l b e 20 0 f e e t . 24 8 To t a l P o t e n t i a l H o u s h o l d s f r o m P 3 A - P A 9 1, 1 8 3 Ci r c l e T A r e a ( P D 3 ) - S u b P l a n n i n g A r e a ( P A ) Z o n i n g 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 YearKG1G2G3G4G5G6G7G8G9G10G11G12TotalNet Chg.% Growth 2003‐04 1355565 39 2004‐05 97161079106 743589.7% 2005‐06 29151823171112106 1416790.5% 2006‐07 1932201920191311127 1723122.0% 2007‐08 192325251916181112158 1911911.0% 2008‐09 1072015171213136393 128 ‐63 ‐33.0% 2009‐10 2511102019181615109282 1653728.9% 2010‐11 1018119172114121410827 153 ‐12 ‐7.3% 2011‐12 151319121017191512111182 164117.2% 2012‐13 2315141917142517181212108 2044024.4% Annual Cohort Survival Rates Fiscal YearKG1G2G3G4G5G6G7G8G9G10G11G12Avg 2003‐04 2004‐05 1.2312.0001.4001.8001.6671.200 1.550 2005‐06 1.6672.5711.4381.7001.5711.3331.0001.000 1.535 2006‐07 1.1031.3331.0560.8701.1181.1820.9171.2001.167 1.105 2007‐08 1.2110.7811.2501.0000.8000.9470.8461.0911.2501.143 0.608 2008‐09 0.3680.8700.6000.6800.6320.8130.7220.5450.2500.6000.375 0.587 2009‐10 1.1001.4291.0001.2671.0591.3331.1540.7691.5000.6670.8890.667 0.902 2010‐11 0.7201.0000.9000.8501.1050.7780.7500.9331.0000.8891.0000.875 0.900 2011‐12 1.3001.0561.0911.1111.0000.9051.0711.0000.7861.1001.0001.000 1.035 2012‐13 1.0001.0771.0001.4171.4001.4710.8951.2001.0001.0910.9091.000 1.122 Averages 2‐Yr Avg 1.1501.0661.0451.2641.2001.1880.9831.1000.8931.0950.9551.000 1.078 3‐Yr Avg 1.0071.0440.9971.1261.1681.0510.9051.0440.9291.0270.9700.958 1.019 5‐Yr Avg 0.8981.0860.9181.0651.0391.0600.9180.8900.9070.8690.8350.885 0.909 9‐Yr Avg 1.0591.2611.1481.1441.1651.1590.9510.9670.9930.9150.8350.885 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 201420172022 Low 201243255 Moderate233287374 High 299418722 Total Projected Enrollment Next2 Years5 Years10 Years Low -32995 Moderate3983214 High 51170518 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 LMNOP Q RWX Fiscal Year Audited FY 10/11 Estimated 11/12 Adopted 12/132013/142014/152015/162016/17 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 21.921.921.2321.2332.1632.1632.16 Secondary 17.7520.1422.722.722.1622.1622.16 Total Teaching Staff 39.6542.0443.9343.9354.3254.3254.32 Income Statement ‐ Option 2 Hybrid C 3 Sections Whole School (18 Students (GK‐G5) / 25 Students (G6‐G12)) 9/18/2012