PUBLIC SCHOOL PLANNING ELECTED OFFICIALS OVERSIGHT COMMITTEE (EOOC)

Wesley S. Davis, Vice Chairman of Indian River County Board of County Commissioners Mayor Richard Winger, City ofVero Beach

Mayor Bob McPartlan, City of Sebastian Mayor Susan Adams, City of Fellsmere

Vice Mayor Jerry Weick, Town of Indian River Shores Peter O'Bryan, Chairman ofTreasure Coast Regional Planning Council

Carol Johnson, Indian River County School Board

The Elected Officials Oversight Committee (EOOC) will meet at 11:00 a.m. on Friday, June 13,2014, in Conference Room "Bl-501" on the 1st Floor of Building "B" of the County Administration Complex, 1800 27th Street, Vero Beach.

AGENDA

ITEM#1 Welcome and Introductions

ITEM #2 Election of Chairman

ITEM#3 Approval of Minutes from June 14,2013 Meeting

ITEM#4 Overview of School Planning Activities During the 2013/2014 Period

ITEM#5 Draft 2013/2014 Annual School Concurrency Assessment Report

ITEM#6 Other Matters from Members

ITEM#7 Matters and Comments from the Public

ITEM#8 Adjournment

ANYONE WHO NEEDS A SPECIAL ACCOMMODATION FOR THIS MEETING MUST CONTACT THE COUNTY'S AMERICANS WITH DISABILITIES ACT ADA COORDINATOR AT 226-1223 AT LEAST 48 HOURS IN ADVANCE OF THE MEETING.

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SCHOOL PLANNING ELECTED OFFICIALS OVERSIGHT COMMITTEE

There was a meeting of the School Planning Elected Officials Oversight Committee (EOOC) on Friday, June 14, 2013 at 11:00 a.m. in Room B1-501, Building 8, of the County Administration Building, 1800 27thth Street, Vera Beach, Florida.

Present were:

Commissioner Wesley S. Davis, Chairman Mayor Susan Adams, City of Fellsmere Mayor Craig Fletcher, City ofVero Beach, Mayor (arrived 11:09 a.m.) Mayor, Bob McPartlan, City of Sebastian Carol Johnson, IRC School Board Peter D. O'Bryan, TCRPC 2013 Chairman

Absent was:

Gerard Weick, Town of Indian River Shores Councilman

Also present was:

Robert Keating, Indian River County, Community Development Director Stan Boling, Indian River County, Planning Director Scott Sanders, School District Director of Facilities, IRC School District Carter Morrison, Assistant Superintendant, Finance and Operations IRC School Board

Laura E. Vasquez, Commissioner Assistant, District 2, and Recording Secretary

Call to Order

Chairman Commissioner Davis called the meeting to order at 11 :00 a.m. followed by introductions.

Election of Chairman

ON A MOTION BY Mr. O'Bryan, SECONDED BY Mrs. Adams, the members voted unanimously (5-0) to elect Wesley Davis as the Chairman for the School Planning Elected Officials Oversight Committee for 2013.

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June 14, 2013

Approval of Minutes of June 8, 2012

ON MOTION BY Mrs. Johnson, SECONDED BY Mrs. Adams, the members voted unanimously (5-0) to approve the minutes of June 8, 2012 as presented.

Overview of the School Planning Activities During the 2012/2013 Period

Mr. Boling reviewed his memorandum dated June 3, 2013 and titled Public School Planning Activities During the 2012/2013 period, a copy of which is on file in the Commission office.

Mr. Stan Boling1 Indian River County Planning Director gave a brief overview of the lnterlocal Agreement (I LA). Mr. Boling stated the ILA provides for an exchange of information between the County1 School Board and local municipalities for public school planning purposes and provided for a number of activities including the tracking of school concurrency.

Mayor Craig Fletcher arrived at 11:09 a.m.

Mr. Boling stated the last Elected Officials Oversight Committee meeting was held on June 8, 2012. County staff continued to coordinate and be involved in many public school planning activities. During the 2012/2013 period1 public school planning activities included the following:

1. August/September 2012: Staff finalized distributed and posted on the County website the 2011/2012 Annual School Concurrency Assessment Report.

2. January 2013 Fellsmere Elementary School: Staff held a joint County/city/School District staff-level pre-application conference for the proposed school expansion and sent out review comments.

3. February 2013 Oslo Middle School: Staff held a pre-application conference for the proposed parent pick-up improvements and wetland boardwalk project and sent out review comments.

4. February 2013 Treasure Coast Elementary: Staff held a pre-application conference for the proposed addition and sent out comment reviews.

5. February 2013 I Meeting #1: Public School Planning Staff Working Group (PSPSWG) reviewed last year's school concurrency assessment report for 2011/2012.

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6. March 2013 I Meeting# 2: Public School Planning Staff Working Group (PSPSWG) reviewed and accepted draft data for the up-coming 2012/2013 school concurrency assessment report.

7. April19, 2013 Fellsmere Elementary School: School Planning Technical Advisory Committee (SPTAC) approved plans for the expansion, subject to the School District providing off-site improvements which consisted of a shared storm-water pond on near-by City-owned property, a short sidewalk segment at CR512/Cypress Street, waste-water improvements that included a new lift-station, and millings to the un-paved segment of Magnolia that served as access the school bus loop.

8. April 19, 2013 Treasure Coast Elementary: SPTAC approved plans for the addition and related improvements.

9. April 24, 2013 Oslo Middle School: County staff approved plans which included a new parent pick-up loop, landscaping improvements along 5th St. SE, and a wetland area boardwalk.

10. April 26, 2013 Beachland Elementary: SPT AC approved traffic circulation, removal of specimen trees and was subjected to three conditions. Those conditions involved monitoring the Mockingbird Drive/SR60 intersection, submitting a St. Johns Water Control District environment resource permit modification, and obtaining a City right-of­way permit for work along Indian river Drive East and mockingbird Drive.

11. June 3, 2013 "Chiller Plant Road" Vero Beach Elementary and Vero Beach High School: Staff held a pre-application conference for the proposed construction of a continuous roadway near the new chiller plant located between the schools with associated pavement, parking, storm­water, and utility improvements.

Mr. Boling introduced Scott Sanders, who gave a PowerPoint presentation, a copy of which is on file in the Commission office. Mr. Sanders highlighted the following school projects:

- Fellsmere Elementary

- Treasure Coast Elementary

- Oslo Middle School

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- Beachland Elementary

Draft 2012/2013 Annual School Concurrency Assessment Report

Mr. Boling reviewed his memorandum dated June 3, 2013 and titled Consideration of the Draft Annual School Concurrency Assessment Report for 2012/2013, a copy of which is on file in the Commission office.

Mr. Boling provided a brief summary of the background and purpose of the lnterlocal Agreement for Coordinated Planning and School Concurrency. He continued the Annual School Concurrency Assessment Report provided information on the current demand for enrollment, capacities of schools, the enrollment projections, improvements going forward, and school facilities plans, and identified any level of service (LOS) issues.

Mr. Boling stated the conclusion of the assessment report was there were no current and no anticipated school level of service problems.

Mr. Boling stated staffs' recommendation was that the EOOC review the Draft School Concurrency Assessment report for 2012/2013, identify any needed changes, and approve the report.

ON A MOTION BY Mr. O'Bryan, SECONDED BY Mrs. Adams, the members voted unanimously (6~0) to accept the draft 2012/2013 Annual School Concurrency Assessment Report as presented.

Other Matters from Members

There were none.

Matters and Comments from the Public

There were none.

Adjournment

The meeting adjourned at 11:33 a.m.

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INDIAN RIVER COUNTY, FLORIDA MEMORANDUM

TO: Members of the Public School Planning Elected Officials Oversight Committee

DEPARTMENT HEAD CONCURRENCE:

~~ ommunity Development Director

DATE: May 30,2014

SUBJECT: Public School Planning Activities during the 2013/2014 Period

This information is provided to the Elected Officials Oversight Committee for its regular meeting of June 13, 2014.

• Background

In 2003, the County, School Board, and local municipalities adopted the Indian River County Interlocal Agreement for Public School Planning (ILA). That agreement was replaced in February 2008 by the current ILA to include requirements and provisions for school concurrency. The ILA provides for an exchange of data and other information between the County, School Board, and local municipalities for public school planning purposes, and provides for a number of activities, including:

• Tracking student enrollment, development activity, and population growth.

• Evaluating current and future public school level of service (LOS) to adequately balance school capacity (supply) and student enrollment (demand).

• Maintaining a school concurrency system to ensure that residential development is not approved or permitted unless adequate school capacity is in place to serve students "generated" by the development.

• Siting new schools and closing or re-purposing older schools.

• Reviewing and approving major renovations and additions to schools.

To ensure that school planning activities are performed and evaluated, the ILA set up two joint staff committees, a citizens committee, and an elected officials committee. The staff committees (staff working group and technical advisory committees) consist of staff from the County, School Board, and municipalities. The citizens committee consists of citizens appointed by the Board of County Commissioners, School Board, and City Councils. The elected officials committee consists of an elected official from the Board of County Commissioners, School Board, and City Councils. Specific activities of staff and the referenced committees are discussed below.

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• Activity Update

Since the last Elected Officials Oversight Committee meeting was held (June 14, 2013), County staff has continued to coordinate and be involved in many public school planning activities. During the 2013/2014 period, school planning activities included the following:

1. (April 19, 2013) SPTAC approves plans for the Fellsmere Elementary School Expansion, subject to the School District providing off-site improvements consisting of a shared stormwater pond on nearby City-owned property, a short sidewalk segment at CR512/Cypress Street, wastewater improvements including a new lift station, and millings added to the unpaved segment of Magnolia that serves as access to the school bus loop.

2. (April 19, 2013) SPTAC approves plans for the proposed Treasure Coast Elementary addition and related improvements.

3. (April 24, 2013) County staff approves plans, including a new parent pick-up loop, landscaping improvements along stn Street SW, and a wetland area boardwalk, for Oslo Middle School.

4. (April 26, 2013) SPTAC approves traffic circulation modifications, including removal of specimen trees, at Beachland Elementary School, subject to three conditions recommended by the City of Vero Beach Director of Planning and Development. Those conditions involve monitoring the Mockingbird Drive/SR60 intersection after completion of the school's traffic circulation changes, submitting a St. Johns Water Control District environment resource permit modification, and obtaining a City right-of-way permit for work along Indian River Drive East and Mockingbird Drive.

5. (June 3, 2013) Staffholds a pre-application conference for the proposed "Chiller Plant Road" proposal to construct a continuous roadway near the new chiller plant located between Vero Beach Elementary and Vero Beach High with associated pavement, parking, stormwater, and utility improvements.

6. (July 18,1 2013) County staff approves "Chiller Road" plans, including continuous roadway near the future new chiller plant together with associated pavement, parking, stormwater, and utility improvements at the Vero Beach Elementary school site.

7. (February 2014/Meeting #1) PSPSWG (Public School Planning Staff Working Group) reviews last year's school concurrency assessment report (2013/2014).

8. (March 2014/Meeting #2) PSPSWG meeting held March 21, 2014. Although there was no quorum, it was the consensus of the 3 members present that the draft assessment report be forwarded to the Citizens Oversight Committee, as presented.

9. (March 31, 2014) Staff holds a pre-application conference for the proposed new school administration complex, to be located west of Stormgrove Middle School.

10. (AprillO, 2014) Staff helps conduct annual Citizens Oversight Committee Meeting.

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11. (June 2014) Pre-application conference scheduled for June 9th for Citrus Elementary School expansion.

12. (June 2014) Staff receives City of Vero Beach analysis and recommendation for Rosewood Magnet School driveway/parking improvements; being scheduled for SPTAC review and approval.

Attachments:

1. Unapproved minutes from February 2014 PSPSWG 2. Unapproved minutes from March 2014 PSPSWG 3. Unapproved Minutes from April11, 2014 Citizens Oversight Committee Meeting 4. Timeline of Yearly School Planning Activities

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INDIAN RIVER COUNTY PUBLIC SCHOOL PLANNING STAFF WORKING GROUP

There was a meeting of the Indian River County Public School Planning Staff Working Group (SWG) on Thursday, February 7, 2014, at 10:00 a.m. in Conference Room A1-411, County Administration Building "A" of the County Administration Building, 1801 27th Street, Vero Beach, Florida.

Those present were: Stan Boling, Director, IRC Community Development Department; Jason Nunemaker, City Manager, City of Fellsmere; Scott Sanders, School District Director of Facilities Planning & Construction; Robert Stabe, Town Manager, Town of Indian River Shores; Dorri Bosworth, City of Sebastian, Zoning Technician; and Gayle Lafferty, City of Vero Beach

Absent was: Carter Morrison, Indian River County School District and Carol Johnson, Indian River County School Board

Staff present: Phil Matson, MPO Staff Director and Recording Secretary Laura E. Vasquez, Commissioner Assistant, District 2.

Call to Order

Mr. Stan Boling, IRC Community Development Director, called the meeting to order at 10:00 a.m.

Approval of Minutes of March 22. 2013

ON MOTION by Mr. Nunemaker, SECONDED by Mr. Sanders, the members voted unanimously (6-0) to approve the minutes of March 22, 2013 as presented.

Review of 2012/2013 School Concurrency Assessment Report and Excerpts from 2013/2014 Work Plan

Mr. Boling referred to the Indian River County Annual School Concurrency Assessment Report for 2012/2013 included in the agenda packet and on file in the Commission office. He said the report was available on the County website under Community Development. He said over the next five years into 2017, student enrollment was generally expected to be "flat'.

Mr. Scott Sanders, IRC School District; Director of Facilities Planning & Construction updated the committee on the following school projects:

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o Fellsmere Elementary - would be completed in June, 2014; no summer classes are scheduled because of the construction. School would be ready for the students at the beginning of the school year in August, 2014.

o Treasure Coast Elementary - capacity producing projects would be completed by April , 2014 with a projected move-in date in August, 2015. Mr. Sanders told the committee eight concreteables were refurbished and were enclosed facing each other. He said they looked like a planned building. There would be a common area that would be used as a group teaching area.

Mr. Boling introduced Phil Matson, Staff Director; Metropolitan Planning Organization to discuss population projections by traffic analysis zones that examined specific sub-geographic areas of the County that looked at each area's share of population growth within the next five years.

Mr. Matson reviewed a map of the County highlighting the "hot spots" of expected residential growth. He said the map contained information on the percentage of each zone's share of the total County growth. He said it showed where people were moving from 2014 through 2018.

Mr. Boling inquired of developments in the other municipalities; the following updates were provided:

Ms. Dorri Bosworth, City of Sebastian told the committee no new sub-divisions were planned but said the House and Senate Bills for extensions were expired for their projects and some of the town home projects were expected to start back up. She said the Avery Way Apartments were qualified housing for seniors. She said there would be approximately 150 apartments and was deed restricted to age 55+ residents.

A conversation ensued regarding the number of permits being issued regarding new residential units.

Robert Stabe, City Manager, Indian River Shores told the committee their Building Department was "swamped" since the former IRC Building Official, Jose Gaunch joined their staff. He said the permits issued were mostly for re-models or re­builds. Mr. Stabe mentioned there was a large tract of land in the process for presentation for the overall development plan. He did not have the exact numbers available. He said it had been a very interesting eight month transition into his new position and was learning many new things.

Mr. Jason Nunemaker, City Manager, City of Fellsmere told the committee single family home permitting seemed to be increasing slightly. He informed the committee members the Sonrise Villa Apartments complex saw an increase in occupancy.

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Ms. Gayle Lafferty, City of Vero Beach told the committee there were more single-family homes being submitted for reviews. She told the committee there was a multi-family project called Victoria Village on 17th Street projected to be "revived".

Discussion on Maintaining Adopted School Level of Service (LOS)

Mr. Scott Sanders said the School Board was not looking to re-zone attendance zones in the short-term and discussed increasing student capacity at Citrus Elementary and recent changes at Treasure Coast Elementary.

Mr. Nunemaker said Fellsmere may see some development of the restricted properties for 55+ residents. He said there may be a submittal for an Assisted Living Facility (ALF) on Broadway, and was trying to get more interest in that type of development and said it would not have an impact on school capacity.

Mr. Boling informed the committee members there was a pre-application for a development called Harmony Reserve for 55+ residents on the west side of Kings Highway between 37th and 33rd Streets that would consist of over 400 units. He informed the committee the development was considering applying for a covenant deed restriction for a 55+ age restriction that would allow them not to have to pay school impact fees.

Update on Non Capacity-Producing Projects

Mr. Sanders told the committee the School District's five year plan consisted of Beachland Elementary getting a new cafeteria. He said it would change the footprint of the cafeteria but would not increase the capacity of the school.

Mr. Sanders said within the next two or three years, the School Board was looking at improving security with fencing, limiting access to campus, automatic door locks and single-point of entries and better methods of monitoring campus activity. He told the committee playgrounds projects were also included in the plan.

Mr. Sanders stated the School Board was expected to vote on the construction of a new administration building that would be located next to Storm Grove Middle School. He said construction would begin in the summer of 2014 and would be completed by the summer of 2015, and the Board would vote on the matter at their next scheduled meeting of Tuesday, March 11, 2014.

Mr. Sanders told the committee members Citrus Elementary cafeteria would be expanded which would increase their capacity and would involve equipment upgrades.

A question was raised about new gas lines and the affect it would have on expansions. Mr. Sanders replied they had been in contact with City Gas and they had a rebate program. He said all schools that were expanding would benefit from the program, the schools that would benefit from the rebate program would include: Gifford

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Middle, Fellsmere Elementary, Citrus Elementary, Sebastian River Middle, Sebastian River High, and Oslo Middle School.

Mr. Sanders explained City Gas offered an incentive plan to change-out the existing propane generator at Fellsmere Elementary. He said City Gas would purchase the new equipment and perform the installation. He told the committee Fellsmere Elementary was pre-piped for gas and said the original budget paid for all electrical kitchen equipment, he said the new equipment that was purchased for Fellsmere Elementary would be kept and possibly taken to Citrus Elementary for their upgrade.

Other Items

A discussion ensued regarding charter schools.

Next Meeting

The next meeting of the public School Planning Staff Working Group (PSPSWG) will be on Friday, March 21, 2014 at 10:00 a.m.

Adlournment

There being no further business, the meeting adjourned at 10:45 a.m.

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INDIAN RIVER COUNTY PUBLIC SCHOOL PLANNING STAFF WORKING GROUP

There was a meeting of the Indian River County Public School Planning Staff Working Group (SWG) on Friday, March 21, 2014, at 10:00 a.m. in Conference Room A 1-411, County Administration Building "A" of the County Administration Building, 1801 27th Street, Vera Beach, Florida.

Those present were: Stan Boling, Director, IRC Community Development Department; Jason Nunemaker, City Manager, City of Fellsmere; Robert Stabe, Town Manager, Town of Indian River Shores;

Absent was: Scott Sanders, School District Director of Facilities Planning & Construction; Carter Morrison, Indian River County School District and Carol Johnson, Indian River County School Board; Dorri Bosworth, City of Sebastian, Zoning Technician; and Timothy McGarry, City of Vera Beach

Staff present: Recording Secretary Terri Collins-Lister, Commissioner Assistant, District 3 & 4.

Call to Order

Mr. Stan Boling, IRC Community Development Director, called the meeting to order at 10:15 a.m. at which time it was determined there was not a quorum present. The members present agreed that they would review the draft assessment report and provide any comments to the Citizens Oversight Committee in order to move forward.

Review of the Draft Annual School Concurrency Assessment Report for 2013/2014

Mr. Boling reviewed the Draft Indian River County Annual School Concurrency Assessment Report for 2013/2014 included in the agenda packet and on file in the Commission office. He said staff would forward members comments on the report in order to conduct the Citizens Oversight Committee being held in the next few weeks.

Mr. Boling referred to the report and noted school board staff had done a really good job getting IRC a full report. He pointed out the highlights distinguished the differences from the 2012/2013 reports.

He highlighted on the following:

• Page 5: In the next five years, the only proposed capacity improvement was the addition of permanent student stations at Citrus Elementary.

• Department of Education Forecast showed school enrollment overall would remain "flat" over the next five years and.perhaps even slightly decline.

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March 21, 2014 Internet

• Page 8: 2013/2014 New Residential Units County-wide permitted activity. Permitted activity should increase again for 2013/2014.

• Page 9: Development Review Summary - There was available capacity in all the schools with the exception of Beachland Elementary School. It did not appear there was a level of service problems or school concurrency issues.

• Page 11: The County was required each year to provide the school district staff with population's projection known for each traffic analysis zone (T AZ). In the future, the County would be going from 154 to 200 TAZs.

It was the consensus of those present to move the Draft Indian River County Annual School Concurrency Assessment Report for 2013/2014 forward to the Public School Planning Citizen Oversight Committee, as presented.

Updates on projects to be reviewed by the School Planning Technical Advisory Committee CSPTACl.

Mr. Boling gave an update on projects to review by the SPTAC and said there was a submittal from the IRC School Board on its proposed administrative complex by Storm Grove Middle School.

Other Matters

Mr. Boling said the County was moving forward with non-residential impact fees at the April 22, 2014 Board of County Commissioners Meeting. He brought up residential impact fees and noted there were a couple of issues to work through with the school board and some additional public workshops needed to be held on impact fees.

Mr. Boling stated there were some implementation issues which had come up on the timing of impact fee payment, and said over the years the fees were paid at building permit time. He said one of the ideas was to continue to pay the impact fees at the building permit time and another possibility discussed was to pay the impact fees after the first building inspection. Mr. Nunemaker supported keeping impact fee payment at the time of building permit issuance.

Adjournment

There being no further business, the meeting adjourned at 10:30 a.m.

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March 21, 2014 Internet

INDIAN RIVER COUNTY PUBLIC SCHOOL PLANNING CITIZEN OVERSIGHT COMMITTEE

There was a meeting of the Indian River County (IRC) Public School Planning Citizen Oversight Committee on Friday, April 11, 2014 at 3:00 p.m. in the First Floor Conference Room "B1-501" in Building B of the County Administration Building, 1800 2ih Street, Vera Beach, Florida.

Present were members: Chairman Mary Wolff, City of Sebastian Appointee; Charles Searcy, IRC Appointee; Peter Robinson, IRC Schoof Board Appointee; and Larry Lauffer, City of Vero Beach Appointee;

Absent: Yolanda Gamez, City of Fellsmere Appointee; Robert Stabe, Town of Indian River Shores

Also present were: IRC staff: Stan Boling, Community Development Director; Carter Morrison, Indian River County School Board; Carol Johnson, Indian River County School District; Scott Sanders, Indian River County School District; Mr. & Mrs. Harry Krause, Residents of Indian River Shores; and Laura E. Vasquez, Commissioner Assistant, District 2.

Call to Order

Chairman Wolff called the meeting to order at 3:03 p.m.; at which time it was noted there was a quorum present.

Election of Chairman and Vice Chairman

ON NOMINATION BY Mr. Robinson SECONDED BY Mr. Searcy, the Committee voted unanimously (4-0) to elect Larry Lauffer as Chairman of the Public School Planning Citizen Oversight Committee for 2014.

Approval of Minutes of the Apri15, 2013 Meeting

Mr. Morrison drew the committee's attention to page 1 "Present were members" wherein it stated Mr. Westenberger's title as Director of Facility Planning & Construction, Indian River School District; the record should reflect Mr. Wetenberger's title was Facilities Manager.

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Mr. Morrison drew the committee's attention to the bottom of page 3 wherein it read Mr. Westenberger stated gave a PowerPoint Presentation, a copy of which is on file in the Commission office; the record should reflect Mr. Westenberger gave a verbal presentation.

Mr. Morrison then drew the committee's attention to the Public School Planning Staff Working Group meeting minutes of February 7, 2014, which was included in the agenda packet. He referenced agenda item# 4 "Update on Non­Capacity-Producing Projects", paragraph 6, wherein it read; Mr. Sanders explained City Gas offered an incentive plan to change-out the existing propane generator at Citrus Elementary"; the record should reflect the change-out of the existing propane generator was for Fellsmere Elementary.

Mr. Searcy drew the committee's attention to the draft meeting minutes of the School Planning Citizens Oversight Committee, of April 5, 2013; page 1, under "Call to Order'' wherein it read; Chairman Johnson called the meeting to order, the record should reflect Chairperson Mary Wolff called the meeting to order.

ON MOTION BY Mr. Searcy, SECONDED BY Mrs. Wolff, the members voted unanimously (4-0) to approve the April 5, 2013 minutes as amended.

Public School Planning Activities During the 2013/2014 Period

Mr. Stan Boling, Director of Community Development, provided an overview of his Memorandum dated March 19, 2014, a copy of which is on file in the Commission office.

Mr. Boling stated County staff continued to coordinate and be involved in many public school planning activities. He gave an activity update:

April, 2013

• School Planning Technical Advisory Committee (SPTAC), approved plans for Fellsmere Elementary school expansion.

• SPT AC approved plans for proposed Treasure Coast Elementary addition and related improvements.

• County staff approved plans, including a new parent pick-up loop, landscaping improvements along 5thSt SW, and a wetland area boardwalk, for Oslo Middle School.

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• School Planning Technical Advisory Committee (SPTAC) approved traffic circulation modifications for Beach land Elementary.

June,2013

• Staff held a pre-application conference for the proposed "Chiller Plant Road" for construction of a continuous roadway between Vero Beach Elementary and Vero Beach High School.

July, 2013

• County staff approved "Chiller Road" at the Vero Beach Elementary School site.

February, 2014

• Public School Planning Staff Working Group (PSPSWG) reviewed the 2013/2014 School Concurrency Assessment Report.

March. 2014

• PSPSWG meeting held March 21 , 2014; although there was not a quorum, it was the consensus of three members present that the draft assessment report be forwarded to the Citizens Oversight Committee (COC), as presented.

Draft 2013/2014 Annual School Concurrency Assessment Report

Mr. Scott Sanders, Director of Facilities, gave an overview of the draft 2013/2014 Annual School Concurrency Assessment Report in his PowerPoint presentation, a copy of which is on file in the Commission office.

Mr. Sanders highlighted the following projects:

Fellsmere Elementary School Addition:

• Construction of a two-story classroom building (25,180 sq. ft.) that would be occupied in the fall, 2014, the building would eliminate the portables, and would increase permanent student seating to 750. The cafe-torium was increased in size to accommodate the lunch schedule

• Project would be ready for occupancy in the fall of 2014

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Treasure Coast Elementary Expansion

• Construction of a 17,000 sq. ft. classroom that would house ten new classrooms

• Renovation of the eight existing concreateable classrooms into a single, 9,000 sq. ft. building; the new building would add 181 permanent student stations

• Removal of existing portables • A chiller was installed; the electrical system would be upgraded • Project would be ready for occupancy in the fall of 2014

Citrus Elementary Expansion

• Phase I- Relocation of a chiller plant that was currently located behind the cafe-torium; project would be completed in the fall of 2014

• Phase II - Construction of a new cafe-torium; the project would be completed in 2015; the old cafe-torium would be demolished

• Phase Ill -Addition of a classroom building it would replace 12 portables and would increase student capacity from 556 to 747

• Construction for phase Ill - was scheduled to begin the summer of 2015 and would be completed by the fall of 2016

New Administration Complex

• The new administration complex was to be located at the 66th Avenue I 5th Street District owned property

• Design of the administration complex was underway and a general contractor had been selected

• Construction of the administration complex would begin in the summer of 2014, and was scheduled for occupancy in the summer of 2015

Mr. Sanders then reviewed the School District's five-year plan and highlighted the following activities:

• The District's capital budget was somewhat stable due to the stabilization of property values in Indian River County

• The new Five Year Capital Outlay Plan for 2015-2019 budget was currently being developed

• There was sufficient capital to take care of debt service, health and safety, ongoing maintenance, campus security and keeping bus age current

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• School District was expected to see continued flat enrollment in traditional schools with some increase in charter schools

• Sufficient capacity in the school District was such that no new capacity was required in the short term

• The emphasis for the current five year plan was upgrading school security infrastructure and addressing capital needs district wide

Other Matters

There was none.

Adjournment

The meeting adjourned at 4:25 p.m.

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iiTACHMENT 3

Timeline of Yearly School Planning Activities

• January: County Staff provides school district staff with population projections by T AZ (traffic analysis zones, of which there are 154 county-wide). County staff, municipal staff, and school district staff share information on planned capital facilities.

• February: Staff Working Group (meeting #1) reviews school concurrency assessment issues, preliminary data on population and student enrollment; discusses school facilities plan and co­location coordination opportunities.

• March: Staff Working Group (meeting #2) reviews draft annual school concurrency assessment report and draft school facilities plan; evaluates ability to maintain school LOS (level of service).

• April: Citizens Oversight Committee reviews and provides input on the revised draft school concurrency assessment report and draft school facilities plan; evaluates general school planning issues and activities.

• May: Staff continue to review and update the draft school concurrency assessment report and draft school facilities; transmit updated drafts to the Staff Working Group members for coordination purposes.

• June: Staff send final draft and summary report to the Elected Officials Oversight Committee and other local elected officials.

• July/August: The Elected Officials Oversight Committee reviews and comments on the assessment report and facilities plan; provides direction on school planning issues as needed.

• July/August: The Board of County Commissioners, School Board, and City Councils review and approve the annual school concurrency assessment report and draft school district educational facilities plan with or without comments.

• August: Staff revise the school concurrency assessment report and revise the draft school facilities plan, if needed, based on comments received; issue the final school concurrency assessment report.

• September: The School Board adopts its final facilities plan.

• September/October: County and municipal staffs initiate updates to their respective capital improvements elements to include the newly adopted school facilities plan.

• December: County and municipalities formally adopt their respective capital improvements element updates.

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AnACMM!tiT 4

.:ITem :J±:5

INDIAN RIVER COUNTY Annual School Concurrency Assessment Report for 2013-2014

Treasure Coast Elementary School Fellsmere Elementary School

!;REVARD COiJNTY

~-

1! i

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INDI4N r.l'liR t. C'l~ 1' /

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Table of Contents

PURPOSE

BACKGROUND

Status of Local School Concurrency Requirement and the ILA

SCHOOL CONCURRENCY STATUS

Capacity Changes for Schools with Attendance Zones

Table 1: Capacity Change During First 3 Years of Proposed 2015-2019 5-Year Facilities Plan

Demand Changes Enrollment Table 2: Historic Enrollment 2005-2014 Table 3: Elementary School Total Enrollment & Net Change 2013-2019 Table 4: Middle School Total Enrollment & Net Change 2013-2019 Table 5: High School Total Enrollment & Net Change 2013-2019

Long Term Forecast Population and Enrollment Forecast

Permits Issued and Future Units Vested 2013/2014 New Residential Units Permitted Development Review Summary

Service Area Boundary Changes

Facilities Plan and LOS Facilities Work Plan

Capacity Producing Projects Current and Projected LOS

Enrollment & Capacity Forecast: public schools including magnet andpre-K Enrollment & Capacity Forecast: all public schools excluding magnet andpre-K

SCHOOL CONCURRENCY & COORDINATION PROCESS

SCADLS ISSUED DURING 2013-2014 Conditional SCADLs Issued 2013/2014 Final SCADLs

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PAGE

4

4

5

5

5

5

6&7

6 6 7 7

7 7

8-9 8 9

9

9- 11 9

10 10 10

11

11

12 12 12

2

Table of Contents

CHALLENGES & ISSUES 12

Concurrency System 12

Level of Service 12

Retaining Local School Concurrency Requirement 12

Attachments:

1. Adopted 2014-2018 Capital Improvement Project Summary (5 Year Facilities Plan) 2. Draft Partial List of2015-2019 Public School Facilities Capital Improvements

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Indian River County Annual School Concurrency Assessment Report for 2013~2014

PURPOSE

In February 2008, the County, the School Board, the Town of Indian River Shores, and the Cities ofFellsmere, Sebastian, and Vero Beach, entered into an "Interlocal Agreement for Coordinated Planning and School Concurrency'' (ILA). Currently, the ILA is in effect, as adopted. Among the components of the ILA was creation of a committee of county, city, and school board staff known as the Staff Working Group (SWG). Section 3.2 of the ILA requires that the SWG prepare an " ... annual assessment report on the effectiveness of the school concurrency process''. This report is intended to fulfill that Section 3.2 requirement, provide background information on school concurrency, and provide a summary of changes that occurred during the report period with respect to school capacity, school demand (enrollment), school service area boundaries, school facility plans, and school level of service (LOS).

BACKGROUND

In 2005, the Florida Legislature adopted SB 360 which, among its various components, mandated that local governments and school districts adopt school concurrency provisions to ensure that the schools needed to serve residential development would be available when the impacts from the residential development occur. For Indian River County, the school concurrency adoption deadline was March 1, 2008, a deadline which the county met.

For Indian River County, the adopted school concurrency provisions are contained or referenced in the following documents:

• The ILA • The Public School Facilities Elements of the County and Municipal Comprehensive Plans • The Capital Improvements Elements of the County and Municipal Comprehensive Plans • The Intergovernmental Coordination Elements of the County and Municipal Comprehensive Plans • Chapter 910 (Concurrency Management System) ofthe County land development regulations

One of the principal components of concurrency is level of service (LOS). Generally, LOS is the relationship between supply and demand. For schools, LOS is expressed as a ratio of student enrollment to capacity. To measure capacity, the state has established a method based on the number of classrooms and the average class size. That method is applied throughout the state and results in a "FISH (Florida Inventory of School Houses) capacity" for each school. In the county's concurrency system, the adopted LOS for public schools is based on this FISH capacity. For Indian River County, the adopted LOS is 100% FISH capacity. That standard applies to each of the following three school levels: elementary, middle, and high.

Overall, the school concurrency provisions recognize that the local governments within the county are generally responsible for regulating the "demand" side of student enrollment (approving, approving with conditions, or denying residential development), while the school board is generally responsible for the "supply" side of public school capacity (expanding existing schools, building new schools). Although residential development is reviewed on an individual development project and building permit basis, public school capacity is reviewed and addressed in the school board's Five-Year Facilities Work Program, which is also known as the 5 year facilities plan. The 5 year facilities plan provides a 5 year schedule of funding, by fiscal year, of various capital projects, including capacity-producing projects. For school concurrency purposes, a capacity improvement is considered in place if it is funded within the first 3 years of the 5 year facilities plan.

For all public elementary, middle, and high schools that are not magnet schools or charter schools, the school district has established attendance zones, also known as school service area boundaries (SSABs). Those service

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areas are critical components of the school district's concurrency system. That system is "location-based", tracking and comparing the location and intensity of new residential development with the capacity of the affected elementary, middle, and high school service areas. As a result, capacity, demand, and available capacity are evaluated on a school service area boundary (SSAB) basis. With this system, concurrency is considered met if there is available capacity to serve a residential development either within the affected school service area or within an adjacent school service area.

Status of Local School Concurrency Requirement and the ILA

During its 2011 session, the state legislature passed a 349 page "growth management" bill known as HB 7207. That bill was signed by the governor on June 2, 2011, and the legislation went into effect soon thereafter. Among its various provisions, the bill made changes to portions of Florida Statutes Chapter 163 and certain public school planning and school concurrency requirements. Overall, the bill retained the state requirement for interlocal agreements between school districts and local governments to share data and to coordinate planning and development processes. The bill, however, eliminated the state mandate for school concurrency, while allowing local governments the option to continue to require and implement school concurrency. Although HB 7207 eliminated the school concurrency mandate, local governments and school districts that opt to take advantage of that allowance and eliminate local school concurrency requirements must amend their local comprehensive plans and interlocal agreements to do so.

When the Staff Working Group (SWG) met in February and March 2011, and the Citizens Oversight Committee (COC) met in April2011, HB 7207 was going through the legislative process. Anticipating passage of the bill, the SWG and COC discussed the local experience with school concurrency and its role in resolving the Fellsmere Elementary concurrency issue the previous year. During those discussions, the SWG and COC each reached a consensus that local school concurrency requirements were beneficial and that the requirements should be continued. Consequently, no school concurrency related changes to local comprehensive plans or changes to the interlocal agreement (ILA) were recommended or made during 2011, and none have been considered to date.

Therefore, local school concurrency requirements and the 2008 ILA concurrency requirements remain in effect, and no changes to either are proposed or under consideration at this time.

SCHOOL CONCURRENCY STATUS

• STUDENT CAPACITY CHANGES FOR SCHOOLS WITH ATTENDANCE ZONES

Overall net student capacity changes district-wide for the next five years are summarized as follows:

Elementary School Capacity: Middle School Capacity: High School Capacity:

+ 191 in 2016 (Citrus Elementary School) 0 during 2015-2019 0 during 2015-2019

Table 1 Student Capacity Changes during First 3 Years of Proposed 2015-2019 5 Year Facilities Plan

Existing Schools New Schools Additions/ Major Closures Net Change Renovations

Citrus Elementary Classroom Addition +191

Year

2016

During 2014, capacity-producing projects were completed for Fellsmere Elementary School (+255 permanent student stations) and Treasure Coast Elementary(+ 181 permanent student stations). Student capacity data for schools including magnet and pre-K facilities are provided on page 10 of this report.

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• DEMAND CHANGES

ENROLLMENT

In 2014, district-wide student emollment increased by 66 students; that follows an increase of 161 students in 2013. Student emollment data shown for 2013 and 2014 in tables 2, 3, 4, and 5 below are for October counts and vary from the state forecast which includes the average of the Oct/Feb counts.

Table 2 Historic Actual School Enrollment 2005-2014

Other(PK, ALTED, Annual

Year K-5 Middle Hi!h WAB) Total Change

2005 7,710 3,759 4,830 16,299 463

2006 7,624 3,847 4,851 16,322 23

2007 7,653 3,834 4,885 16,372 50

2008 7,258 3,847 4,838 15,943 -429

2009 7,230 3,817 4,799 15,846 -97

2010 7,265 3,818 4,546 15,629 -217

2011 7,193 3,756 4,608 15,556 -73

2012 7,270 3,636 4,657 15,563 7

*2013 7,219 3,600 4,708 197 15,724 161

*2014 7,341 3,559 4,670 220 15,790 66 *Table 2 shows actual enrollment for 2013 and 2014 from the October FTE count. Tables 3, 4, and 5 show actual enrollment for 2013 and 2014 from the October FTE count; and DOE COFTE (June 25, 2013) forecasted figures for 20 15 through 2019.

Table 3

Elementarv c 00 oa nro Sh lTtlE II men ··- · *2013 7,219

*2014 7,341

2015 7,247

2016 7,220

2017 7,175

2018 7,215

2019 7,117

t&N Ch et an2:e

-51

+122

-94

-27

-45

+40

-98

2013 2019 -F or the elementary school enrollment forecast,

e school district has assumed that there will be ttle or no new housing development during the

th li ne xt five years. DOE forecasts show that there will be no elementary growth between 20 15 and 2 fo

019. The actual elementary school enrollment r 2014 was 111 students higher than the orida Department of Education (DOE) OFTE forecast for2013-14 of7,230 for grades -5.

Fl c K

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Table 4

M' ddl S h I T t I E II 1 e c 00 oa nro men

k2013 3,600

*2014 3,559

2015 3,556

2016 3,558

2017 3,574

2018 3,643

2019 3,764

Table 5

t&N tCh e an2.e .

-36

-41

-3

+2

+16

+69

+121

2013 2019 -Currently, school district data indicate that middle school enrollment for 2014 will be flat based on little or no new housing development. DOE forecasts show that there will be moderate middle school growth between 20 16 and 20 19. The actual middle school enrollment for 2014 was 66 students lower than the Florida Department of Education (DOE) COFTE forecast for 2013-14 of3,625 for grades 6-8.

H' h S h I T t I E ll t&N tCh U!:J c 00 oa nro men e an2.e 2013 2019 -*2013 4,708

*2014 4,670

2015 4,532

2016 4,434

2017 4,406

2018 4,350

2019 4,338

+51

-38

-138

-98

-28

-56 -12

Generally, high school projections are impacted more by the size of the incoming 9th grade than by new housing. For that reason, high schools may show a decline in enrollment as some smaller classes move through the grades and graduate. DOE forecasts show that there will be no high school growth between 2015 and 2019. The actual enrollment for 20 14 was 78 students higher than the Florida Department of Education (DOE) COFTE forecast for 2013-14 of 4,592 for grades 9-12.

Overall, the DOE enrollment forecast predicts that there will be a minor decrease in total enrollment by 2019.

Long Term Forecast

The district's long term forecast is based on population projections provided by the Bureau of Economic and Business Research (BEBR). Those countywide projections are lower than the previous year's forecast; consequently, student enrollment projections have also been reduced from the previous long term forecast.

P If opu a Jon an nro en dE lim tF orecas t

2010 2015 2020 2030

Indian River County Population 138,028* 145,441 ** 158,012** 180,240**

Public School Student Enrollment 15,629 15,423 15,425 Not Available (non-charter schools)

*2010 US Census * * March 2013 BEBR medium projections

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Permits Issued and Future Units Vested

In Indian River County, school concurrency went into effect on July 1, 2008. Since school concurrency went into effect, permits issued for construction of residential units county-wide were as follows:

2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014

387 units 260 units 400 units 308 units 516 units

units

2013/2014 New Residential Units Permitted

Month Vero Beach Fellsmere IRCo. IRShores Sebastian

July 2013 2 0 27 0 14

August 2013 4 0 33 0 20

September 2013 0 0 17 0 8

October 2013 1 0 26 0 23

November 2013 1 0 20 0 8

!December 2013 6 0 36 0 9

~anuary 2014 1 0 32 0 13

!February 2014 2 0 45 0 0

March 2014 0 0 51 0 0

~pril2014 1 0 25 0 0

May 2014

June 2014

TOTALS

Total

43

57

25

50

29

51

46

47

51

26

Since concurrency went into effect in Indian River County, each building permit for a residential unit in a project approved prior to July 1, 2008 has been exempt from school concurrency. Although those units were "exempt" from the school concurrency test, new students anticipated to be "generated" by those units were accounted for under the "vested demand" component of the school district's concurrency system until the units were completed and new enrollment counts were conducted that captured the actual number of students generated by new development.

The table that follows is a summary report from the school district's concurrency system. That table shows that there is available capacity for every school service area except for Beachland. Because capacity is available in one or more adjacent elementary school service areas, the service area of the "over capacity" elementary school (Beachland) is considered to have capacity. In the case of Citrus Elementary School, concurrency was met because sufficient capacity-increasing improvements are scheduled within the first 3 years of the adopted 5 year

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school facilities plan. That additional capacity is indicated in the "Programmed School Capacity" column in the table that follows.

Development Review Summary School Service Current Programmed

Aiea School School Boundary (SSAB) Capacity Capacity* Beachland ES 543 0 CitrusES 556 191 Dodgertown ES 560 0 Fellsmere ES 801 0 Glendale ES 612 0 Highlands ES 619 0 Pelican Island ES 573 0 Sebastian ES 63 7 0 Treasure Coast ES 734 0 Vero Beach ES 796 0 Gifford MS 1,022 0 Oslo MS 1,026 0 Sebastian MS 996 0 Storm Grove MS 1,244 0 Sebastian HS 2,318 0 Vero Beach HS 2,931 0

Total School

Capacity 543 747 560 801 612 619 573 637 734 796

1,022 1,026 996

1,244 2,318 2,931

Current Enrollment

597 676 448 681 491 464 481 531 647 687 872 920 853 914

1,879 2,791

**Vested Demand

0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0

Total Demand

597 676 448 681 491 464 481 531 647 687 872 920 853 914

1,879 2,791

***Available Capacity

-54 71

112 120 121 155 92

106 87

109 150 106 143 330 439 140

*Programmed Capacity includes all new capacity budgeted for construction in the next three years. **Vested Demand includes the expected student yield from non-exempt new residential units permitted but not CO' d since the last emollment count. Although vested student totals for each school are small, vested totals are not available at this time. ***The adjacency rule allows development approvals where space is available in an adjacent SSAB. Therefore, school concurrency may be satisfied even though "Available Capacity" for an individual school may have a negative value.

• SERVICE AREA BOUNDARY CHANGES

During the 2013-2014 report year, no new changes in Service Area Boundaries were approved.

• FACILITIES PLAN AND LOS

Facilities Work Plan

By law, the school district's facilities work plan or capital plan must balance to projected revenue. Within the 5 year facilities plan, capital projects are divided into several categories, including new construction, renovations, maintenance, furniture and equipment, and technology.

In the school district's facilities work plan that was adopted in September 2013, the projected 5 year expenditures were $9,838,944 for new construction and remodeling projects. It is anticipated that the 2015-2019 facilities plan will reflect a slight increase in revenues and expenditures.

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c p d • p . apacity ro ucm~ rojects Capacity Enhancerr1ent Projects Capacity Estimated

Added Completion Citrus Elementary School Classroom Addition 191 2016

This project is reflected in the School District's facilities plans.

Current and Proiected LOS

In 2008, middle school enrollment exceeded 100% capacity. With the opening of Storm Grove Middle School in 2009, however, all middle schools remain below 85% utilization based on a mid-range ("middle") enrollment forecast and below 96% utilization based on a high enrollment forecast.

Districtwide, the projected LOS at all grade levels is expected to be below 100% utilization through 2019. Although there are regional differences at the School Service Area Boundary level, the school district is expected to make the best use of available capacity and may adjust boundaries (attendance zones) if necessary.

Enrollment & Capaci~ Forecast: public schools includin2 masmet and pre-K*

Elementary I Elementary Middle High

Middle Capac it High Capacit Year Forecast I Capacity % util Forecast y % util Forecac:;t y %util 2009 7,290 8,228 89% 3,776 4,548 83% 4,665 4,966 94% 2010 7,342 7,696 95% 3,818 4,573 83% 4,546 4,894 93% 2011 7,501 7,696 97% 3,779 4,573 83% 4,514 4,894 92% 2012 7,339 7,696 95% 3,675 4,573 80% 4,580 4,894 94% 2013 7,306 7,971 92% 3,600 4,499 80% 4,708 5,498 86% 2014 7,436 8,197 91% 3,559 4,289 83% 4,670 5,249 89% 2015 7,336 8,197 89% 3,556 4,289 83% 4,532 5,249 86% 2016 7,311 8,197 89% 3,558 4,289 83% 4,434 5,249 84% 2017 7,265 8,388 87% 3,574 4,289 83% 4,406 5,249 84% 2018 7,301 8,388 87% 3,643 4,289 85% 4,350 5,249 83%

2019 7,205 8,388 86% 3,764 4,289 88% 4,338 5,249 83% *Does not include special schools (Wabasso School, Alternative Learning Center)

The table above provides enrollment information for all public schools except special schools. Because magnet schools and pre-K are not included in public school concurrency determinations, it is necessary to separately track enrollment and capacity for all non-magnet, non-pre-K, and non-special public schools. Accordingly, the table below is provided to show enrollment, capacity, and utilization of school concurrency service areas. That table does not include the capacity or the demand of magnet schools and pre-k.

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Enrollment & Capacity Forecast: all public schools excluding magnet and pre-K* Middle High

Elementary Elementary Middle Capac it High Capac it Year Forecast Capacity %util Forecast y % util Forecast y % util 2009 5,380 5,874 92% 3,776 4,548 83% 4,665 4,966 94% 2010 5,500 5,896 93% 3,818 4,573 83% 4,546 4,894 93% 2011 5,486 5,896 93% 3,779 4,573 83% 4,514 4,894 92% 2012 5,598 5,896 95% 3,675 4,573 80% 4,580 4,894 94% 2013 5,588 6,158 91% 3,600 4,499 80% 4,708 5,498 86% 2014 5,703 6,431 89% 3,559 4,289 83% 4,670 5,249 89% 2015 5,595 6,431 87% 3,556 4,289 83% 4,532 5,249 86% 2016 5,571 6,431 87% 3,558 4,289 83% 4,434 5,249 84% 2017 5,526 6,622 83% 3,574 4,289 83% 4,406 5,249 84% 2018 5,565 6,622 84% 3,643 4,289 85% 4,350 5,249 83% 2019 5,467 6,622 83% 3,764 4,289 88% 4,338 5,249 83% .

*Does not include special schools (Wabasso School, Alternative Leammg Center)

SCHOOL CONCURRENCY & COORDINATION PROCESS

Consistent with the provisions of the ILA, staff from the school district, county, and municipalities share information and meet regularly on school planning and concurrency issues. Under the ILA, the county is required each year to provide school district staff with population projections for 154 neighborhood-sized areas known as traffic analysis zones (TAZs). In the future, over 200 TAZs will be used for traffic analysis and population projections. In addition, the county and municipalities are required to provide the district with data on proposed residential development projects, residential building permits, and residential certificates of occupancy. Those data are intended to aid district staff in preparing student emollment projections by school service area. Each year, district staff is required to provide emollment projections by school service area. Those projections are reviewed by county and municipal staff, and are incorporated into the district's 5 year facilities plan.

Besides its other provisions, the ILA also establishes a school concurrency review process for residential comprehensive plan amendments, rezonings, and development plan requests. That process requires applicants to provide development information to the district for school concurrency review purposes, and requires district staff to issue school capacity availability determination letters (SCADL). A SCADL identifies the amount of available school capacity and includes a determination as to whether or not sufficient school capacity exists to serve a proposed residential development.

Conditional SCADLS provide a "snapshot in time" regarding available school capacity for a project, while final SCADLS involve payment of impact fees and vesting (guaranteeing and reserving capacity) projects. If a final SCADL review shows that sufficient school capacity is not currently available to serve a proposed residential project, then the applicant may pursue mitigation options that are approved by the school district as provided in the ILA and in adopted concurrency policies and regulations. Mitigation may include school additions or other capacity-producing measures. Neither the county nor the municipalities are allowed to approve a residential development project unless adequate school capacity is available or will be made available to serve the project.

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SCADLS ISSUED DURING 2013-2014

To date, a small number of new residential projects have been proposed or approved since July 2008. Consequently, only a small number of SCAD Ls have been required or issued, and six ( 6) were required or issued during the 2013/2014 period.

Conditional SCADLs

Conditional SCADLs are issued for new residential development plans and for rezonings that increase potential residential development. For the 2013-2014 period, the school district issued six (6) conditional SCADLs, shown below for the projects/requests.

• Grand Harbor North/BEB/Atlantis (Former Riverbend), East of US Highway #1/North of N. Relief Canal/South of 63rd Street, 438 SF [rezoning request]

• Hammock Lakes, 5250 P1 Street SW, 96 SF [subdivision] • The Reserve at Grand Harbor, 2400 53rd Street, 100 SF [subdivision] • Serenoa Subdivision, 5th Street SW, 122 SF [subdivision revised layout] • Falls @ Grand Harbor Replat of Lot 37-63, US Highway #1 and Grand Harbor Boulevard, I SF

[subdivision revised layout] • Villages of Fellsmere, City of Fellsmere, 16,787 SF/2,963 MF [comprehensive plan amendment request]

Final SCADLs

Final SCADLs are issued for building permits for units within new residential development projects. No final SCADLs were issued by the school district during the 2013/2014 period.

CHALLENGES & ISSUES

• Concurrency System

Since school concurrency was adopted countywide in 2008, initial implementation of the school concurrency process occurred during the 2008/2009 report period. Due to market and overall economic conditions since that time, the number of residential projects subject to school concurrency review has been small. As a result, only a few school concurrency evaluations have been made each year under the system. After initial adjustments were made to the concurrency process during the 2008/2009 report period, the process has operated adequately and in a timely manner. Despite that success, school district and county staff are researching and discussing ways to change some of the concurrency system procedures to make the system simpler to account for new residential units. To that end, staff may recommend various system changes in the future.

• Level of Service

Based upon projected student enrollment and school facilities plans, no level of service problems are anticipated in the near future.

ATTACHMENTS

1. Adopted 2014-2018 Capital Improvement Program Summary (5 Year Facilities Plan) 2. Draft Partial List of2015-2019 Capital Improvements

Note: The Indian River County Interlocal Agreement for Coordinated Planning and School Concurrency is available on-line at: http://www.irccdd.com/Planning Division/Plans Reports.htm

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~ -

~ 8CHOOI. DISTRI(;l OJ INI:•IAN RIVER COlli'!T't . FLORIDA

Upttal PlOJilU P.e'\c:nw;s &. Other Ftnanr.mg Sowr.c. . . l'rrlJt.onons foo Ft\WI 't-..,.. 201'1-201(,

Rev.Nia & OtJu.. FINIIkUIP SMU<o 2012.-2U13 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 .Total l'oi'om I !'roper., r..,.... ~1 ~.40=~064 $19,734,677 $20,686,7~2 $21,471,840 $22,349,808 $23,410,080 $107,653,1~

1) U~l'tol""ty ;vov111 ba...Jon r.to.,•ece<llJI•'OJe<.-llon< I 50 1n11ls II\· l.t.~t~oLliur~

l POCO· Ill"" Corwruen"" $0 0 0 0 0 0 0 3 PECCI- M11n......,.c:e to 0 0 0 0 0 0

• Si.o!c t.."horla 8ch"ol C'aott41 OuJa SSOO,Il6 760,700 760700 760700 760700 760,700 3,803 ~00 .::1w1u School C'<IPtlol Ouda •el to.orh bi !.Mod~ s CO&.DS $6&,?ij) 68 705 68,705 68 70S 68 705 68 705 343 525 Pro ecu.m·, W..:d on ! . ..,. (;8oti.ol ulan ttrlo..'IIUIIi~n .r!LDOE

' lnWe<l ~97)7~ 98,673 103,434 107,359 lll,749 111,749 532,964 Erom.tt.od •~welt 11 So/.

Oth.r $30.000 53,457 30,000 30,000 30,000 30,000 173,457 Fuel T.,.. R.!v""u' all V<-ll'o plu, $:i.3.457 llec:el\lld b.oclc irom -<1\ICI'.oc!Ot .twt .\ttcblabon .n :lUll

7 lrnpBLt l'oe• ~0 0 0 0 0 0 0 Impau fee• wttl be k·<l~oted up<~n noofiCIUlon ofru.m,X Jron, IR.C.

1 R.ull"'-'"'01• oiPnor Yea. R.o\-cnU< $10,001 1?1 0 0 0 0 0 0 R.callo>eakd "''""ue JTorn pnor ~""' for ne-. pro .a. "' 201~

' Totllll Re.ena• & Odw lla.oDUae Sourceo ~10.~-59.555 510. 7Je,212 SZI,649,591 $22,.'1;£,6<>4 5<:3,12.0.%2 n<!.3~1 .2l~ $112.50(>,603 10

11 ~li.•asfet to c... .. aJIIuad ~.100,136 54,060,700 S4,060,~00 $.4,060, 700 $.4 060 700 54,060,700 S1G,303,5ot ll

13 DJ>ts.,..... 14 Deb~ ~or.1ca:

IS QSCB Debt l>er•t<.<. l'>1 ,4SI2,832 $1 ,625,344 S1,620,345 $1,620,345 $1,620,345 $1,620,345 $8,106,724 Debt Ser·ule to• VBF, f(;E, FolhnlOie QSCB n~t o>fif>e <>'O~it fo< Fodera! Substd}

a ., r~•tall'""' "40~.7"7 $306,583 $0 $0 $0 $0 $306,583 t:'.NCI) U.ufied C:oonmun•...Uon ~.iVS<em S y<.~o pali'W>I> end 201 ~

11 o;op D.:bl8•mco _{l;x:tstmg COPl_ $9 SJ9,9V2 9 538,613 9,526,401 9,530 750 9 530 750 9 526 258 47 652,772 L\uren, DeLl S... ""' wt 2005 .orul 2007 COPs II ToW Deb! Stnu.e Reduced lb Fedel Ill 8ubud:r_ \ 11,441~"11 $11,470,540 $11,146,746 Sll,151,095 $11151,0!15 511,146,603 $56,066,079

" n = I

lO 1\1 et IIH&.t~~~ms t'loadm: <;o....u. bof'o·• On-Gout: ~14.917.903 SS,U4,J?l S6,442,145 S7,lZ6,8M $11,109,167 $9,173,931 $36,137,0%4

CDmmtlmODb &. 1'1 o ecto. 21

"'Luntet.o~~tU~ mod6ttuz.dlw•:s.. I.! a.td oLher equtpD'Ietn., i"!:locat:ab.let~~:, Zl On~tag Conuruir>'lent> ~14.<W'l.90S $5, 134,972 $6,442,145 $4,226,809 $5,809,167 $4,684,987 $26,298,080 sa~e<:\. oeowti~· an~ ""'''orun""tal. and >cl.ool Lo ..... and ntlter

""Ciu(..lt~

Zl Prote<:tC""""'1111e"'• .~25_(1()ll sso.ooo $0 S3,000,000 $2,300,000 $4,488,944 9,838,944 ~.lno.IS SOK201·~. ">19 ,n)2018. Ct.ru•EI H 0 .ni20ifl, $23 m1 2&1 :' $I 7 m12UI8 'Wllb11>10 USO K 2018

l4

lS Not Rlem••••"' IWidlal: &ow cos Afteo OD-Got"' Comm111110111> & l'lo •<to

so $0 so so so so so

:u

l'7 Pumern T .n 1'1-o · tttion '·• NA 140'~ 4.82•:. 3_80% ... 09% 474% 21 V ol11e of 1 null $11,974 709 1)1315~ 451 ~13 791161 S14314 560 $14.899 87l $156067l0

l? Mlllaae u •• d for COP lhbt ·~en>l<O o~~ 087 081 078 075 U7l ¥t 1thh1 Boa..d t!pt>roved ~~lf·lmil'-'l~ed Jebt l•m1t (Jf I rr.lll

JO COP Debt Stn>i<e ... % Mill•t~• ,q,.m11e 5018% ~& u,-. s;;.88% 111)1 93°to 49 89'/o .,., 6l 0te ~l!}d.tl'~ !Uti ?1 h1tULof75~ooflt•~·

31 Millage l••ed for COP D<bt &e.,.,._

0.87 099 0.9% 089 08~ 081 V.tcl.rn Board opprll'ed se•f-<.,.,.,sed debt hmr< d 1 .... n E;nludmgCtedol fot Fede..ll \uhotdv

3% COP Debe Servtce .. % MtUoco Rneaa" E .. dudma: 58.01'4 6584% b1l5,_, ~ fti~/. 56.71% 5411''• WttbtnF~ 1~1171 hm""t~S%oflc>•• Cr-edit f01 Fedorol \uboroh

31 Outdaadlllll COP l!.•d of FY SUS861 111 '5112,344167 S105 b1S.l21. $98 '",27_L_ $91,4~,333 $84,073,389

•»i e % .3'! m :£ .....

-------=-------------------=---~~-------===----Surnmary of Capital Improvement Program ·- ~.~-=-.......:::::~.ar:..~ -====·--· ~ .......... ~~---.... .. -..;;;;;r~ ....... _... . .... _ _ __ -·-··- - ·-··. l ~.WW !!'- ... -...... J Prior!:c FY 2014- 2013- 2014~ 2015~ 2016~ 2017-

~roject Total 201( FY2ll1~ 2G14 2015 2016 2017 2018 -- . ·-=---- - --New Construction I

New Construction MIJ Additions l Beachland 8 Expansion 2,778,944 190,000 1,9118,94:4 &1.000 1.938.944 Cll1111 Bemenll&y SchDOI Expnlan 7,500,000 500,000 7,000,Qii!} 3.000.000 2,300,110:) 1,700,000

Wabasso Scllocl Classroom Rep!a:ement 850,000 0 850,CXJP . 850,000

Subtotal New Construction attd Addition• 1112.8,944 1,290,000 9,S3U44 ta,OOO Q 3,000,1»11 2,300,1100 4,48!,9-M

Subtotal Mew Construction 11,128,!* 1,2SB,OOO 9,83S~ I 50,t·JO 0 3,000.~ 2,300,000 4,4t8,9-i4

Ot.ier lterrl$

I I C'J)It!l Maintentnce I Capital Maintenance 1,1165,480 0 1,865,480 425,18) 425,160 0,18) 296,000 295,(]00

Pak111111 -Dillri:Wde 2,157,500 0 2,157,500 188,000 13.500 1,736,000 240.1Xll

Reding- DIS1JitWda 1.031.079 0 1.1»1,079 318,346 194,290 1BB,458 333,987

Site 1~-School5 oflnnwatlon 100.000 0 100,000 100,000

Small Ptcjects-OlstJI~ 1,803,300 0 1.803,300 442,000 404,300 ~ 591,000

Subtotal Capital flaintenance 6.957,359 0 &.951,353_ 525,160 1,351,508 1,0S7,250 2,583.456 1,459,!187

Safety, Security, and Environmental 1 Heallh & Life sarew 4,570,000 0 4,571),000 2,f!17/!UJ 992,500 500,000 500.000 500,1100

Playground Eq.Apment 1,536,260 0 1,536,250 1,536,250 -- - . -- ----- -·--·· -= -- -··-... - . . ··--- ... -- --.-.... ····-· SubtDtal Safety._ SecuJtty, and Environmental S. 106.250 0 &,106,250 2,077,500 2,528,750 sno,ooo 500.000 soo,ooo

Relocllttblas I Relocalable L~ 5,000,1Xll 0 5,000,000 1.000,00il f,OOO,OOO 1.000.000 1,000,000 1,000,000

Subtotal Reloc:atables 5,000,000 0 S.OOO.OGO 1,000J)OIJ 1,000.000 1,0011,0DO 1,000,000 1,000,()00 Educational Technology I Ols1rict Te~nology 2,500,000 G 2,500.0C~ 5DD,OOO 500,000 500,000 500,C® 500,000

Subtotal Educational TechnQ..IQgy. 2,5110,0(10 0 2,500,0C') 500,000 500.~ 500,000 £.00,1!!10 500,000 Fumltu,.& Equipment : .. ···- . -· . - .. ..

India~ RJver CowitY Publfr: Sdlooh: Ill

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2015- 2016- 2017-l Priorto FY2014· ~ 2013-Project ·- • TO'tal . .. 2014 .,._ Ff 2018 i..,1!1!

2014· 2015 2016 --··- -?nn 2018 -

1.000.000 1,000,000

1,000,000 1,000~110

School BusesiVehlcles ·subiahd Furniture& ~i!lfti8n.-- --·---- ·· ········ · ~400.000 I o 4,400.000 ____ 700.~ - ·- 800.000 900.000

4,400,000 IJ 4ttiD.DOO -- --- ---.. - __ .. __ ___

1\.'!l,UUU IIUUIOOO !l:JO,OOO Debt Setvlea and Operationn

J A Thompson Administraliw Clr IJ!ase 225,000 I o 225.000 45,000 45,000 45,000 45,000 45,000

Subtotal Dabt Service .:nd O;wadona 22S,Ii:JO I 0 225.000 45,000 45,000 45,000 45,000 45,0110 ~~>vea and Contingenc;les I ! Other Projecls District Wide 1,109,471 0 1,109.471 287,312 216,889 2«.559 180,711 180,000

Subtot:l Resei'V8s and Contlngancla! 1,109,471 0 1,109!71 21f1,312 216,889 244,!1!9 180,711 180,1100

Subtotal Other Items 26,2$8,010 I D 26,298.080 : 5,134,972 8~,1~..) 4,226,808 5,809.167 4,&M.98T

Total ProJects 37,427,0241 1.290.000 36,137,11241 s.taun 6,412,145 7,226,809 8,t09,t67 9,173,931

~~--~ ...... --.-...--,......-__...,....,.,.. . . . . . I _ ,..,_,_.,..,

lndlall Rinr Ccuaty Pllllk Schools IV

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Project Title : ProjectiD:

Citrus Elementary School Expansion

9012ES90014 Planning Zone : Sou1h Area

Funding

Land Acquisition Planning & Design

Total

$500.000 Construdion 1 S7 ,000,001) Furniture & Equipnent Other

PriorFY

~.000

Project Type : New Construction and Additions

FY2013 FY2014 FY2015 FY2016 FV21117

$3,000,000 l $2,300.000

Total I $1 .soo.ooo $500,000 I I I I 53,ooo.ooo I $2,300,000

Construction Includes Site Development Other includes CIP projects, legal, Portables, Project Contingency, Testing, etc.

P#TJlecf Description :AIHtion-of a New ClasSfOOITI Buldilg conslstlng of 13 cla88nml, 1 sltlls lab. 2 :resource roorns. The new dassroom building v.;11 add 191 PERMANENT :student slallons to reliace tempon1ry portable space as per the June 2013 :educational Faciliies Survey #We!Sion 1. In addilion f1e CXll'8 spacH v.l be ;tsxpanded in c;oojmction v.ilh bl1nglng 1he schoc!ID a 750 student station :c;apac~y.

Justification

Sill dent S11tior1s NtM Projecl: Capacity Befora: C~p~Gity Alter:

Pmlec:t Status:

Design Start Data: Constructiorl Start om : Scheduled Open Data :

Coordination

191 556 750

Planning

2D13

FY2018

$1,700.000

$1,700,000

!To alleviate oven:rowdlng and replace temporary portables \Wh p9111lanent .dassroom space.

Design Stcrt Oat! 7/01/13, Conslruclion Start IJals & Scheduled Open Date­ITBO

Indian ~County Pvbllc 8chulll5

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Project Title : Relocatable leasing

Project 10 : 90000$99023

Planning Zone : County-wide

Funding

land Acquislion Plannilg & Oes91 Construction F.mture & Equipment Other

Total

Total

$S,OOO,IXXI

$5.000,000

PriOf'FY

Project Type : Relocatables

FY2013 FY2014 FY2015 FY2016 FY2017 FY201B

I

$1,DOO,ml I stooo.ooo I $1,ooo.ooo I S1,000.00D I $1.000,000 st,ooo.ooo I $1,ooo,ooo I S1.ooo,ooo I $1,ooo.ooo I $1,ooo.ooo

Conslruclion includes Sile Development Other indudes CIP projeds, legal, Portables, Project Cclntlngency, Testing, elc.

Project Descrippon Funds v.il be used to lease relocalablas needed b-additional teaclling unils, IPID9nKn capadty, pr&-K programs, bulding and HVAC ranovallons, and other, appropriate uses.

...._ ___ -- -- - - -- -------------

I Justification

fRerocatables fill fempolary needs that allow avoidance of uMecesscuy, 1 lpermanent conslruclion.

; I I ,,

Prajec:t status: On-going

Design Start Dttt : Construction Start Data: Scheduled Open Dale :

Coordination 'Placement of relocatables will be monfinaled wilh sdlool, maintenance and ibuiking department slaff.

mcffM Riftt'County Public: Schools

5-8

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Project Title : ProjectlD:

Playground Equipment

9014DS99024 Planning Zone : County-wide

Fu:~c!ing

landAtqu~

Planning & Design Construction Furniture & Equipmern Other

Total

Total

$1,536,250

$1,536,250

Construction i1dudes Site Development

Project Description jPJayaround Equipment Replaanent IFY 20151NCWDES: !OcxlgeriDWn Eem-$219,375 iGiendale Elem - $220,000

!Highlands 8em- $219,375 Pelican. Island E1em- $219,375

iRosev«>od Magnet.- $219,375 ·Sebastian Elem- $219,375

• 'W~ School- $219,375

i. ~-------------------

PriorFY

1. JustifiCation Repfacemenf of playground equipment due to age of equipment.

Project Type: Safety, Secllrity, and Environmental

FY2013 FY2014 FY2015 FY2016 FV2017

S1,536,2SO

$1,536,250

other indudes CIP projects, Legal, Portables, Project Contingency, Testing, etc.

Project Status: Design Start Date!

ConatrucflOI'l Start Date: Scheduled Open Data ;

Coordination

On-going

. : I '--

llldlan Rtwr CoWJty Pulllic Scllools

FY2018

5-13

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