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YELM COMMUNITY SCHOOLS

JULY 2016 FIRST PRINT MAY 1994

YELM COMMUNITY SCHOOLS

SIX YEAR CAPITAL FACILITIY PLAN

Board of Directors

Ms. Donna Edwards– President

Mr. Mark Rohwedder – Vice President

Ms. Denise Hendrickson – Member

Ms. Debbie Edwards – Member

Mr. Bill Hauss - Member

Superintendent

Mr. Brian Wharton

Deputy Superintendent

Mr. Jeff Role

School Board Adoption on July 28, 2016

TABLE OF CONTENTS

Executive Summary................................................................................................................. 4 Board Resolution ..................................................................................................................... 6 Inventory of Existing Facilities............................................................................................... 7

Table A - Inventory of Existing Facilities ..................................................................... 8

Table B - Location of Existing Facilities ...................................................................... 9

Figure 1 - Yelm Community Schools District Boundaries ......................................... 10

Forecast of Future Needs ...................................................................................................... 11

Table C - Determination of Projected Enrollments ..................................................... 12

Table D - Projected Enrollment - Large Subdivisions ................................................ 13

Table E - Projected Enrollment - Yelm School District .............................................. 15

Table F - Elementary Enrollment and Capacity Table ................................................ 16

Table G - Middle School Enrollment and Capacity Table .......................................... 17

Table H - High School Enrollment and Capacity Table.............................................. 18

Capital Improvement Projects ............................................................................................. 19

Figure 2 - Capital Facilities Plan Schedule ................................................................. 20

Table I - Capital Repairs/Improvements to Existing Facilities ................................... 21

Financing Plan ....................................................................................................................... 22

Sources ........................................................................................................................ 22

Financial Plan .............................................................................................................. 26

Table J - Construction Program ................................................................................... 26

Table K - Financial Plan .............................................................................................. 27

Assessed Valuation ...................................................................................................... 28

Existing Debt ............................................................................................................... 28

Table L - Current Debt ................................................................................................ 29

Table M – Debt Capacity ............................................................................................ 30

Impact/Mitigation Fees ......................................................................................................... 31

Appendix

A. School Capacities ............................................................................................... 33

B. Relocatable Classrooms...................................................................................... 43

C. Definitions .......................................................................................................... 44

D. Calculations for Impact Fees .............................................................................. 48

E. Jurisdiction Information

Thurston County ........................................................................................... 52

Pierce County ............................................................................................... 53

City of Yelm ................................................................................................. 56

F. 20-Year Projected Forecast ................................................................................ 57

G. Comments ........................................................................................................... 58

[4]

EXECUTIVE SUMMARY

The Yelm Community Schools District Capital Facilities Plan is a six-year plan intended to be revised each

year for the succeeding six years.

The purpose of this Plan is to identify the District’s future enrollment growth and to develop a list of capital

facilities needed in order to serve the new developments in a timely manner. Also added to the plan on page

21 are those major capital repairs/improvements needed to maintain existing facilities.

The original Plan was published in May 1994. At that time, within the District's boundaries, the number of

new dwelling units constructed and the number of new students generated by these homes was projected to

increase dramatically. Over the next six years, from 1994 to 2000, the gap between available student space

and the demand would widen. Potentially, the District’s student population could have increased by 2,000

students during that time period. Projected growth has slowed over the past four years with a decrease in

housing developments and increased personnel deployment at Fort Lewis.

A proposal to construct the Thurston Highlands Project has been submitted to the City of Yelm for

consideration. The Environmental Impact Statement for this project is now complete. This project, using

the developer’s preferred alternative, could increase student populations in the Yelm School District by as

much as 946 students. The scoping process for this project will define more clearly the increased student

population the Yelm School District can expect to receive. This Capital Facilities Plan will assume an

increase of 946 students to be generated by this project. The Thurston Highlands project was affected by the

general slowing of the economy and is currently on hold. Due to the unusually large influx of students from

this project, mitigation fees alone will not provide the necessary infrastructure or facilities. Real estate and

construction funding methods will need to be addressed in addition to mitigation fees from building permits.

In an effort to overcome the perceived inequity of property tax supported levies and bond issues, the School

Board approved the pursuit of mitigation payments to help offset the impact of new developments on the

District. On January 1, 1997, Pierce County authorized the imposition and collection of impact fees for

school districts, which have capital facilities plans adopted in the county’s comprehensive plan. If growth in

the area continues, the City of Yelm and Thurston County will also be required by the Growth Management

Act (GMA) to address the deficiencies in public facilities, including schools.

This Capital Facilities Plan is designed to provide the necessary information concerning the capital facilities

needs of the District and can be used to support the imposition of school impact fees, which are authorized

by the GMA.

The Plan consists of five key elements:

1. An inventory of the existing capital facilities owned by the District, including the location

and student capacity of each facility.

2. A forecast of future needs by comparing student enrollment projections with anticipated

capacities of District facilities. The forecast is categorized by type of facility: elementary

schools (grade K-6), middle school (grade 7-9), and high school (grade 10-12).

[5]

3. The proposed locations and capacities of new facilities anticipated to be constructed between

fiscal years 2016-17 and 2021-22. A master schedule of all new projects is included in this

Plan and it identifies the timelines for design, construction and occupancy of school facilities.

4. Major capital repairs/improvements to maintaining existing facilities.

5. A financing plan for new facilities anticipated to be constructed between 2016 and 2022.

This Plan differs from the “State Study and Survey” dated June 2014 in that it identifies the District's

standard of service and the District's capital needs over the next six years. The Plan can also serve as the

basis for imposing school impact fees in the City of Yelm, Thurston County and Pierce County.

The GMA includes a number of provisions, which address the impact of development on schools:

1. The GMA amended the State Subdivision Act, RCW 58.17.110, to require the denial

of any plat “unless the city or county legislative body makes written findings that:

(a) Appropriate provisions are made for schools and school grounds. Dedication of

land to any public body, provision of public improvement to serve the subdivision,

and/or impact fees imposed under this act may be required as a condition of

subdivision approval.” RCW 58.17.060 was also amended to require that the same

determination be made by administrative personnel with respect to short plats.

2. Sections 43-48 of the GMA specifically authorize counties and cities to impose

school impact fees upon the adoption of a district's capital facilities plan and an

impact fee ordinance.

3. A specific goal of the GMA is to “ensure that those public facilities and services

needed to support development shall be adequate to serve the development at the time

the development is available for occupancy and use without decreasing current

service levels below locally established standards.” RCW 36.70A.020(12).

This Plan is intended to guide the District in providing new capital facilities to serve projected increases in

student enrollment. The Plan will be reviewed on an annual basis and updated based on current and future

enrollment and projected financing.

Growth is expected to continue, however at a slower pace as the economy continues to recover. Housing

developments submittals have increased over the past year. In addition, many of the existing lots have seen

increase construction activity.

[7]

I. INVENTORY OF EXISTING FACILITIES

In order to calculate the total student capacity of Yelm Community Schools District facilities, the existing

school buildings were categorized by type of school: elementary schools (grades K-6), middle school

(grades 7-9), and high school (grades 10-12). The total student capacity was determined for each building,

subtotaled by building type and, finally, totaled for the entire District. The capacity of each school, the

capacity for each type of school, and the total district wide capacity figures are set forth in Table A.

The district may need to change the grade configuration to K-5 elementary schools and 6-8 middle schools

within the period covered by this plan. This realignment of grade levels will extend the use of facilities

existing and planned beyond fiscal year 2021-22.

The capacity for each elementary facility is based on the number of classrooms and the maximum number

of students allowed for each grade span, or the "class size." Class size is defined as the ratio between the

total number of full-time equivalent (FTE) students in a classroom and the number of teachers in that class.

The District has elected to measure the standard of service for the K-6 grade span based on square footage

per student as determined by OSPI.

The total capacity of each building is determined by dividing the square footage of each site by the OSPI

allowable footage per student. This does not reflect the District’s standard of service but is used to

determine matching funds for construction from OSPI. Capacities by school are attached as Appendix A.

The calculated capacities are for permanent structures only. Student capacities for portable classrooms have

been excluded because these facilities are temporary in nature and may readily be relocated to other sites to

meet increased enrollment needs on a short-term basis. The breakdown of portable use by school is attached

as Appendix B.

Table B identifies the District's schools, the building addresses, and the jurisdictions in which the facilities

are located. (However, it is important to emphasize that the District’s service boundaries cross jurisdictional

lines and those capacities must be considered on a district-wide basis.)

[8]

TABLE A

INVENTORY OF EXISTING PERMANENT FACILITIES

STUDENT CAPACITY*

YELM COMMUNITY SCHOOL DISTRICT

Facility Capacity

Elementary Schools

1 Southworth Elementary School 382 @ 90’ per student

2 McKenna Elementary School 511 @ 90’ per student

3 Prairie Elementary School 495 @ 90’ per student

4 Fort Stevens Elementary School 555 @ 90’ per student

5 Mill Pond Elementary School 556 @ 90’ per student

6 Lackamas Elementary School 103 @ 90’ per student

Subtotal – Elementary Schools 2,602

Middle Schools

1 Yelm Middle School 597 @ 117’ per

2 Ridgeline Middle School 702 @ 117’ per

Subtotal – Middle Schools 1,299

High Schools

1 Yelm High School 1,237 @ 130’ per

2 Yelm Extension School 79 @ 130’ per

Subtotal – High Schools 1,316

Total Capacity – District-Wide *5,217

*Regular Student Total

[9]

TABLE B

LOCATION OF EXISTING FACILITIES

YELM COMMUNITY SCHOOLS DISTRICT

Location

Elementary Schools

1. Southworth Elementary School

13849 Yelm Hwy SE

Yelm, WA 98597

Thurston County

2. McKenna Elementary School

35120 SR 507

McKenna, WA 98558

Pierce County

3. Prairie Elementary School

16535 110th SE

Yelm, WA 98597

Thurston County

4. Fort Stevens Elementary School

16525 100th Way SE

Yelm, WA 96597

City of Yelm

5. Mill Pond Elementary School

909 Mill Road SE

Yelm, WA 98597

City of Yelm

6. Lackamas Elementary School

16312 Bald Hill Road SE

Yelm, WA 98597

Thurston County

Middle Schools

1. Yelm Middle School

402 Yelm Avenue W

Yelm, WA 98597

City of Yelm

2. Ridgeline Middle School

10605 Carter Street SE

Yelm, WA 98597

City of Yelm

High Schools

1. Yelm High School

1315 Yelm Avenue W

Yelm, WA 98597

City of Yelm

2. Yelm Extension School

107 1st Street N

Yelm, WA 98597

City of Yelm

[10]

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[11]

II. FORECAST OF FUTURE NEEDS

The need for additional capacity in the Yelm Community Schools District is based on District experiences

to date and student enrollment projections. The District utilizes two primary methods of calculating

enrollment projections: (1) The Superintendent of Public Instruction's (OSPI) Cohort Survival Method

(based on statistical data gathered over a number of years in the state) and (2) a similar projection

methodology using actual data gathered from Thurston County, Pierce County, and the City of Yelm based

on actual building permits issued and environmental impact statements or State Environmental Policy Act

(SEPA) determinations issued as a result of proposed subdivisions, annexations, and other requests for

development approval.

The Cohort Survival Method is utilized by OSPI to determine a school district’s eligibility for state-assisted

funding in school construction. A key to this methodology is to determine the pattern of population activity

over the past five-year period. The OSPI method assumes that this pattern will continue over the next five

years. In other words, if there has been a certain pattern of in-or-out migration in the past five years, the

Cohort Survival Method assumes that this same pattern will continue. Then a “survival rate” (i.e., the

number of students that will move up to the next grade level for each grade level) is calculated (which is

expressed as a percentage of survival) and is used as a basis for forecasting future enrollment. This year's

Determination of Projected Enrollment developed by OSPI, December 3, 2015, is attached as Table C.

To develop a more accurate picture of the District’s growth pattern, the District added to the Cohort

Survival trends the impact of several large residential and mixed-use developments that could not have been

forecast through normal projection methods. This data and the method of calculation are provided in Table

D. The combination of Tables C and D is the total projected District enrollment, which is set forth in Table

E. All of the information is based on SEPA determinations and checklists available from the Counties and

the City. The data will be updated and adjusted as additional information becomes available.

Beginning with Table F, the Plan compares the District's projected enrollment with the capacity of the

existing and planned elementary facilities to determine the future facility needs. The facilities listed are a

part of the 2016-2022 District capital projects that will be discussed in the next section. Similar analyses

were conducted for the middle and high school grade spans.

The resulting graphs for elementary schools, middle schools, and high school show the projected student

enrollment and when new elementary facilities will be needed.

Portable classrooms will remain to ensure classroom space for any unexpected growth in the district.

[12]

TABLE C

STATE OF WASHINGTON

SUPERINTENDENT OF PUBLIC INSTRUCTION

Determination of Projected Enrollments

By Cohort Survival

2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

K 453 465 477 490 502 514

1 438 476 489 501 515 528

2 426 416 452 465 476 489

3 439 445 434 472 486 497

4 448 440 446 435 473 487

5 403 463 455 461 450 489

6 430 414 476 468 474 462

K-6 3,037 3,119 3,229 3,292 3,376 3,466

7 418 439 422 486 477 483

8 457 426 447 430 495 486

9 414 453 422 443 426 490

7-9 1,289 1,318 1,291 1,359 1,398 1,459

10 439 421 461 430 451 434

11 376 404 387 424 396 415

12 478 401 430 412 452 422

10-12 1,293 1,226 1,278 1,266 1,299 1,271

Total 5,619 5,663 5,798 5,917 6,073 6,196

Report No. 1049, Run on December 3, 2015

[13]

TABLE D

PROJECTED INCREASES IN ENROLLMENT

BASED ON PROPOSED

LARGE SUBDIVISIONS

2016-17 2017-18

K - -

1 - -

2 - -

3 - -

4 - -

5 - -

6 - -

Total Elementary - -

7 - -

8 - -

9 - -

Total Middle - -

10 - -

11 - -

12 - -

Total High - -

TOTAL - -

* Calculations are based on the construction of residential dwelling units for large subdivisions with

construction projected by year.

* The OSPI Cohort Survival Projections adjusts for development over time. For the Yelm School District’s

purposes, development projections are dropped after two years.

* Until an upswing in new housing occurs the OSPI Cohort Survival Projections will serve as the sole basis

for enrollment projections.

[14]

CALCULATIONS FOR TABLE D

Developments:

Thurston Highlands: Proposed large development of 800 single-family homes and 1,200 multi-

family dwellings, with a potential of 946 students.

Pierce County utilizes an impact fee schedule and data is not used in these calculations.

Developments in existence for greater than two years are captured in the OSPI Cohort Survival Projections.

Single or Multi-Family Homes Constructed by Year

Development 2016-17 2017-18

New Lots

Elementary School

Middle School

High School

Cumulative Totals

* The Thurston Highlands development is currently on hold and will not impact the OSPI Cohort Survival

Projections for the 2016 update.

* On March 21, 2013, a mitigation agreement was entered into with Yelm Creek Apartments that will create

90 multi-family dwelling units. This development is not considered a large development and will not

create an impact for Table D at this time but will be monitored for future revisions. As of August 2015,

Phase II of the complex has started construction and has an anticipated completion date of Summer 2016.

[15]

TABLE E

PROJECTED ENROLLMENT*

2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

K 453 465 477 490 502 514

1 438 476 489 501 515 528

2 426 416 452 465 476 489

3 439 445 434 472 486 497

4 448 440 446 435 473 487

5 403 463 455 461 450 489

6 430 414 476 468 474 462

K-6 3,037 3,119 3,229 3,292 3,376 3,466

7 418 439 422 486 477 483

8 457 426 447 430 495 486

9 414 453 422 443 426 490

7-9 1,289 1,318 1,291 1,359 1,398 1,459

10 439 421 461 430 451 434

11 376 404 387 424 396 415

12 478 401 430 412 452 422

10-12 1,293 1,226 1,278 1,266 1,299 1,271

Total 5,619 5,663 5,798 5,917 6,073 6,196

* Projected enrollment figures were obtained from OSPI's Cohort Survival figures plus unforecasted student

enrollment from large subdivisions that have been identified through recent or ongoing environmental

review processes in the City of Yelm, Thurston County, and Pierce County. The calculations are set forth

in Table D. Table E is the combined student enrollment of Tables C and D.

* See notes on Table D regarding projections for 2016.

[16]

TABLE F

ELEMENTARY ENROLLMENT AND CAPACITY

PERMANENT FACILITIES (NO PORTABLES)

2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

Current Capacity 2,602 2,602 2,602 2,602 2,602 2,602

Total Enrollment 3,037 3,119 3,229 3,292 3,376 3,466

Excess/(Shortage) (435) (517) (627) (690) (774) (864)

FIGURE 1

ELEMENTARY ENROLLMENT AND CAPACITY


1,000

2,000

3,000

4,000

5,000

2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

Current Capacity

Total Enrollment

[17]

TABLE G

MIDDLE SCHOOLS ENROLLMENT AND CAPACITY


2016-17 2017-18 2018-19 2019-20 2020-21 2021-22


Enrollment 7-9 1,289 1,318 1,291 1,359 1,398 1,459

Excess/(Shortage) 10 (19) 8 (60) (99) (160)

FIGURE 2

MIDDLE SCHOOLS ENROLLMENT AND CAPACITY


1200

1250

1300

1350

1400

1450

1500

2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

Current Capacity

Total Enrollment

[18]

TABLE H

HIGH SCHOOL ENROLLMENT AND CAPACITY


2016-17 2017-18 2018-19 2019-20 2020-21 2021-22


Enrollment 10-12 1,293 1,226 1,278 1,266 1,299 1,271

Excess/(Shortage) 23 90 38 50 17 45

FIGURE 3

HIGH SCHOOL ENROLLMENT AND CAPACITY


1,200

1,250

1,300

1,350

1,400

1,450

1,500

2016-17 2017-18 2018-19 2019-20 2020-21 2021-22

Current Capacity

Total Enrollment

[19]

III. CAPITAL IMPROVEMENT PROJECTS

In order to assist in balancing the continued growth of the district and come into a more feasible alignment

with the educational plan, a grade configuration change of K-5, 6-8, 9-12 has been considered and

incorporated into this year’s update of the Capital Facilities Plan.

The student population levels support the need for an additional elementary school. The current over-

population is housed in 73 portable classrooms. The Thurston Highlands development identified a 10-acre

parcel of land for a future elementary school site when the division becomes active. If the development does

not designate a site, the district has additional capacity on the 30.55 acres purchased beside the Yelm High

School property. The OSPI cohort survival estimates currently project the need for an additional elementary

school around 2017. Elementary populations can also be reduced by reconfiguring the current grade levels.

Yelm Community Schools is considering a Bond campaign for vote in 2017 to facilitate capital project

improvements. Tentatively, this Bond may include the following projects:

Construction Projects – State Match Eligible

Southworth Elementary Replacement with added building area

Yelm Middle School Replacement with added building area

Ninth Grade High School Wing New Construction

New Elementary New Construction (partial eligible)

Modernization – State Match Eligible

Prairie Elementary

Other Projects

Phase I completion of Support Operations Center

Completion of Ft. Stevens warehouse

Athletic field improvements

Table J identifies major repair projects both planned and projected.

The Strategic Planning Committee meets on a regular basis to review current upgrades, repairs, and future

needs of replacement and additional schools.

[20]

FIGURE 2

CAPITAL FACILITIES SIX-YEAR FINANCE PLAN

$ IN 1,000's*

N = New Construction M = Modernization

Projects with voter approval will be front funded.

State matching funds may reduce bond sales.

School impact fees if adopted may also reduce bond sales.

* 2015 Dollars with escalation factors

Building 2016 2017 2018 2019 2020 2021 Secured Unsecured Southworth Elementary

N 15,668 15,668

Prairie Elementary

M 13,508 13,508

New Elementary

N 16,119 16,119

Yelm Middle School

N 31,360 31,360

9th Grade Wing Yelm High

N 26,844 26,844

Support Operation Center

M 2,000 2,000

School Buses N 500 300 800

Field Improvements

N 500 500

Portable Classrooms

N 1,500 500 2,000

Total 2,500 32,160 15,668 40,352 0 18,119 3,300 105,499

[21]

CAPITAL REPAIRS AND IMPROVEMENTS TO EXISTING FACILITIES

In order for Yelm Community Schools District No. 2 to continue to provide a quality education, all facilities

must be maintained and upgraded to keep pace with technology and provide a safe and functioning facility.

In 2012, for example, it was necessary to refurbish the stadium at Yelm High School. The Strategic

Planning Committee has identified as one of its goals to project capital expenses for future repairs and

upgrades of existing facilities. To meet the threshold of a capital expense, the repairs or improvements

should exceed $25,000.00.

TABLE I

REPAIRS/IMPROVEMENTS BY FACILITY

Facility Repair/Improvement Cost Year

Prairie Elementary Hook up to City water $500,000 2016

Yelm High School Stadium block seal $25,000 2016

Mill Pond Elementary Covered play area $290,000 2016

Various Roof replacements $100,000 2016/2017

[22]

IV. FINANCING PLAN

Yelm Community Schools has analyzed the cost of new educational and ancillary facilities, calculated the

cost of each type of facility per student, and developed a forecast for the total cost of new facilities,

including inflation, over the next six years.

Current available sources of revenue to support the capital projects identified in the previous section include

state-assisted funding, the sale of bonds, and other local revenue sources. State-assisted funding is available

to the District for “unhoused students” or capacity shortages only when the District reaches the

overcrowding necessary to construct a school. This lag requires the District to purchase portables to meet

overcrowded conditions or to front fund the construction of new schools. The amount of state-assisted

funding is determined through the use of a state-mandated formula.

On December 16, 1993, the School Board approved a resolution to pursue mitigation fees from developers

within the District. These fees would be used to offset the cost of increased student loads as a result of new

residential development. On January 1, 1997, Pierce County authorized the imposition and collection of

impact fees for school districts which have capital facilities plans adopted in the county’s comprehensive

plan. The fee, as of January 1, 2016, for single family homes is $3,015.00 and for multi-family units is

$1,590.00.

Until the adoption of impact fees, the pursuit of mitigation agreements with developers will be critical to

offset the impact of additional students from the development on the District.

SOURCES

The Washington State Constitution mandates educational opportunity for all children. Article IX, Section 1

provides that:

“It is the paramount duty of the State to make ample provisions for the education of all

children residing within its borders, without distinction or preference of race, color, caste or

sex.”

Although courts have subsequently held that the Legislature is responsible for “full funding of basic

education” and OSPI has been assigned overall responsibility for assuring the operations of public education

for grades K through 12, districts are not fully funded. New federal and state mandates and requirements

continue to impose burdens on local school districts without providing adequate funding. The State has

provided to the District the means to address shortfalls through the use of local levies. However, local

levies cannot exceed 28 percent of the state-authorized support for the operations and maintenance of the

District. Currently, Yelm Community Schools District relies on levies for 17 percent of its budget.

School districts utilize budgets consisting of a number of discrete funds, including a general fund for district

operations and buildings and debt service funds for meeting capital needs.

[23]

GENERAL FUND

The General Fund serves as the main operational budget source for the District, utilizing state

apportionment, categorical, and local levy enrichment funds to pay for the District's educational program.

Salaries, benefits, purchases of goods and services, and other needs are funded through the District's General

Fund.

BUILDING FUND

The Building Fund is used for capital purposes including: The purchase and improvement of school sites,

the construction of new facilities and the remodeling or the modernization of existing facilities, and the

purchase of initial equipment, library books, and text books for new facilities.

Revenues accruing to the Building Fund may come from the General Fund, sale of properties, contributions,

bond sale proceeds, capital levy collections, and earmarked state revenues.

DEBT SERVICE FUND

The Debt Service Fund is established as the mechanism to pay for bonds. When a bond issue is passed, the

District issues bonds, which have a face value and an interest rate. Property taxes are adjusted to provide

the funds necessary to meet the approved periodic payments. The proceeds from the taxes collected for this

purpose are deposited in the Debt Service Fund and then drawn out for payments at the appropriate times.

The District receives funds from a variety of sources. For capital program purposes those sources are as

follows:

BONDS

Bonds are financial instruments having a face value and an interest rate, which is determined at the time and

by the conditions of sale. Most school bonds are voter-approved general obligation bonds backed by the

“full faith credit” of the issuing government which must be paid from funds derived from a specific increase

in the property taxes for that purpose. The increase in the taxes results in an “excess levy” of taxes beyond

the non-voted debt limit. Such voter-approved bonds require both a "super majority" of votes and a specific

minimum number of voters for ratification. The positive votes must equal or exceed 60 percent of the total

votes cast. The number of voters must equal or exceed 40 percent of the total number of voters in the last

general election.

School districts may also issue some bonds without voter approval. The principal amount of such bonds

outstanding may not exceed 3/8 of one percent of the assessed value of property within the district. The

total principal amount of voted and non-voted bonds of a school district may not exceed five percent of the

assessed value of property within the district.

The use of proceeds from bond sales is limited by state law and must be used for the purpose for which the

bonds are issued. They cannot be converted to a non-capital or operating purpose.

[24]

LEVIES

School boards can submit levy requests to the voters of school districts. They too are measures, which will

raise the property tax rate beyond the non-voted debt limits.

Levy approval changed in 2007. Prior levy approval required a 60 percent yes vote and validation by a

minimum of 40 percent of those voting in the last general election. In 2007 the constitution was changed to

allow a simple majority for levy approval. In February 2008 the first test of the new simple majority was

attempted and the levy passed. Passage of the 2008 levy was slightly over 51 percent which in previous

years would have failed.

The simple majority does not apply to bonds which continue to require a 60 percent vote of approval.

The Secretary of State issues a schedule of approved election dates each year. A school board must place its

proposed measures on the ballot for one of those dates. If the measure fails at the first election, the board

can re-submit it to the voters after a minimum period of 45 days. If the measure fails for a second time

during a calendar year (a double levy failure), it cannot be submitted again during that year.

There are two different types of levies:

CAPITAL LEVIES differ from bonds in that they do not result in an issuance of a financial instrument

and, therefore, do not affect the “bonded indebtedness” of a district. The method of financing is an increase

in property tax rates to produce a voter-approved dollar amount. The amount generated from the capital

levy is then available to the District in the approved year. The actual levy rate itself is determined by

dividing the number of dollars approved by the assessed valuation of the whole district at the time the taxes

are set by the County.

While a typical period for a capital levy is one or two years, a levy can be approved for up to a six-year

period at one election. The amounts to be collected are identified for each year separately and the tax rates

set for each individual year. Like bond issues, capital levies must be used for the specified capital purposes.

They may not be transferred to operating cost needs.

OPERATING LEVIES are used to supplement the District’s educational programs. They support

athletics, art, physical education, and other programs not addressed by the state apportionment for basic

education. They can also support special categorical funded programs such as those for special education,

bilingual and early childhood education. Funds can be transferred from operating levy sources to help pay

for capital needs, although this is rarely done.

Operating levies are limited in size by the total of approved state apportionment and categorical funds (a

calculation involving not only state funds but some federal pass-through funds as well). They are not to

exceed 28 percent of the approved state total. In some cases, this limit will be modified to allow for a

gradual reduction of levy support to the 28 percent total when enrollment loss or other unusual

circumstances lower the approved state support in an unexpected way. Operating levies can be approved for

one to four years in a single election.

[25]

MISCELLANEOUS SOURCES

Other sources of funding include grants, bequests, proceeds from sales of property, and impact fees. They

are usually a minor part of the total financing package.

STATE MATCHING FUNDS

The State of Washington has a Common School Capital Construction Fund. The State Board of Education

is responsible for the administration of the Fund and establishes matching ratios on an annual basis. OSPI,

on behalf of the State Board, has calculated the current matching ratio for state support for the Yelm

Community Schools District at 70.23 percent.

The base to which the percent is applied is the cost of construction as determined by the Boeckh Index,

which is a nationally recognized index of construction costs for categories of buildings. The Boeckh Index

for school construction costs is $206.76 per square foot. The calculation for determining state matching

support can be expressed in the following manner:

A x B x C = D

A = eligible area (determined by student OSPI square footage factors);

B = the Boeckh Index (in dollars per square foot);

C = the school district’s matching percentage rate; and

D = the amount of state fiscal assistance to which the district will be entitled.

Qualification for state matching funds involves an application process. Districts may submit information for

consideration by the State Board, which meets, on approximately a monthly basis during the school year.

Once approved, the district qualifies for matching funds in a sequence, which recognizes the existing

approvals of previous submittals. Failure to proceed with a project in a timely manner can result in loss of

the district’s place in line.

Funds for the state match come from the Common School Construction Fund. Bonds are sold on behalf of

the Fund and then retired from revenues accruing predominantly from the sale of renewable resources,

primarily timber, from state school lands set aside by the Enabling Act of 1889. If these sources are

insufficient to meet needs, the Legislature can appropriate additional funds or the State Board of Education

can establish a moratorium on certain projects.

Recently, timber sales from state school land have declined, resulting in a substantial decrease in state

revenues. Efforts in the Legislature to supplement timber-generated revenues with general fund moneys

have been only partially successful. Districts have not been denied matching funds, but the dates the state

payments can be made have been extended. In districts with rapidly growing student enrollment, districts

frequently front fund capital projects through local bond issues in order to bring facilities on line in a timely

manner.

[26]

IMPACT FEES AND MITIGATION PAYMENTS

Another source of funding for capital projects is the collection of impact fees and mitigation payments for

new residential developments within the District. These fees can provide short-term relief through the

purchase of portables and can also reduce the dollars required by the sale of bonds for new schools or

expansions of existing schools. A detailed discussion of impact fees and mitigation payments is set forth in

Section V of this plan.

FINANCIAL PLAN

Yelm Community Schools District will need an additional $105,498,956 to finance the construction of new

facilities identified in Table J.

TABLE J

CONSTRUCTION PROGRAM


YEAR FACILITY UNIT COST YEAR TOTAL

2016 Yelm Middle School 31,360,165 31,360,165

2017 Southworth Elementary 15,667,645 15,667,645

2018 Prairie Elementary 13,508,352 13,508,352

2018 9th

Grade Wing 26,843,890 26,843,890

2020 New Elementary School 16,118,904 16,118,904

2021 Support Operation Center 2,000,000 2,000,000

Total $105,498,956

Growth projections show that if all the jurisdictions adopt impact fees based on single and multi-family

dwelling between now and the school year 2022, the fees would generate $2,300,175. State funds are

estimated to be $40,592,906.

Since impact fees have only been adopted in Pierce County, currently the majority of funds will come from

state matching funds to offset the cost to the District.

[27]

TABLE K

FINANCIAL PLAN


2016 Enrollment 2022 Enrollment Difference

5,619 6,196 577

Housing Type No. Students No. Housing Units

Single Family 433

Adjusted to 90% 390 / (.601) 649

Multi-Family 144

Adjusted to 90% 130 / (.601) 216

Impact Fees Cost/Unit Total

Single Family $3,015 $1,956,735

Multi-Family $1,590 $343,440

Total Impact Fees A. $2,300,175

State Match Ratio/Funds 70.23 B. $40,592,906

Capital Construction

Total Construction

Costs

$105,498,956

Bond Funds on Hand -0-

Future Bond Funds if no State Match or Impact Fees $105,498,956

Future Bond Funds if only State Match $64,906,050

Future Bond Funds if State Match and Impact Fees $62,605,875

* It is assumed that 3/4 of the projected students will come from single family housing while 1/4 will come

from multi-family housing. These figures are adjusted to 90% to account for new students coming from

the existing housing stock. Other projects are those capital projects that are not matched by State funds.

Impact fees are estimated based on fees collected in other local areas. The actual impact fees would be

calculated once the counties or the cities begin the process of establishing an ordinance. Normally a

district front loads new schools. State matching funds and impact fees may be used by the District to

reduce bonds and therefore the tax rate per thousand.

[28]

ASSESSED VALUATION

The assessed valuation of the District is the total value of the real property – land and improvements,

including buildings – within the District’s boundaries. The County Assessor establishes the assessed

valuation and property tax rates are determined based on the valuation. The increase in the value of the total

assessment for the County cannot exceed an amount equal to 106 percent of the prior year’s total value, plus

the value of new construction during that period. Inflation or increased market value for existing properties

increases the total.

The constitutionally approved taxes, which amount to 20 mills or two cents on the dollar, are applied to the

full assessed value and produce funds for a variety of government purposes. Excess levy rates, those

beyond the constitutional limit, are imposed to generate a specific dollar amount, so they may vary from

year to year. The higher the assessed valuation, the lower the rate needed to generate the necessary dollar

amount.

EXISTING DEBT

The Yelm Community Schools District currently has existing debt (voted/non-voted) in the amount of

$30,471,254 as shown in Table M. There is a five percent ceiling on outstanding indebtedness, which means

that the bonded indebtedness of the District cannot exceed five percent of the assessed value of the District

at the time of issuance of the bonds. The existing debt therefore reduces the bonding capacity of the

District.

For the Yelm Community Schools District, as of January 1, 2016, the availability of bonding capacity is

calculated as:

Total Assessed Value $2,484,972,166

Five Percent of Assessed Value $124,248,608

Existing Debt $30,471,254

Available Bonding Capacity $93,777,354

Table M compares the debt limit with the current outstanding debt. Table M concludes that the District will

have the debt capacity needed to sell bonds.

[29]

TABLE L

CURRENT DEBT

Ending January 1, 2016

2010R

GO Issue

Year Principal

2016 3,450,000

2017 3,715,000

2018 3,900,000

2019 4,200,000

2020 4,505,000

2021-2022 7,505,000

Totals 27,275,000

2004A

Non-Voted

Debt

2004B

Non-Voted

Debt

2009A

Non-

Voted

Debt

2009B

Non-

Voted

Debt

Total Non-

Voted Debt

Year Principal Principal Principal Principal Principal

2016 94,224 78,651 95,000 120,000 387,875

2017 48,480 84,899 95,000 125,000 353,379

2018 100,000 125,000 225,000

2019 100,000 130,000 230,000

2020 105,000 130,000 235,000

2021-2025 560,000 695,000 1,255,000

2026-2029 510,000 510,000

Totals 142,704 163,550 1,565,000 1,325,000 3,196,254

[30]

TABLE M

DEBT CAPACITY

Year

Bonded

Debt

Cumulative

Debt

*Assessed

Valuation

5% Assessed

Valuation

Debt

Capacity

2016 3,450,000 30,471,254 2,484,972,166 124,248,608 93,777,354

2017 3,715,000 26,633,379 2,559,521,331 127,976,067 101,342,687

2018 3,900,000 22,565,000 2,636,306,971 131,815,349 109,250,349

2019 4,200,000 18,440,000 2,715,396,180 135,769,809 117,329,809

2020 4,505,000 14,010,000 2,796,858,065 139,842,903 125,832,903

2021-2029 7,505,000 4,740,000 2,880,763,807 144,038,190 139,298,190

*Assumes 3% growth per year.

[31]

V. IMPACT FEES AND MITIGATION PAYMENTS

The Capital Facilities Plan for the Yelm Community Schools District is prepared in compliance with the

Growth Management Act. It can also be used as part of the SEPA process to identify school capacities, and

will become a supplement of the City's or the Counties' Comprehensive Plan. This Plan will also serve to

support the development and implementation of school impact ordinances.

MITIGATION PAYMENTS

On December 16, 1993, the School Board authorized the Superintendent of Schools to seek mitigating

payments from developers within the boundaries of the Yelm Community Schools District.

The State Environmental Policy Act (SEPA), Chapter 43.21C RCW, provides processes and procedures for

school districts to request mitigation for the impacts of new developments within the District’s boundaries.

Such requests can include fees, dedication of school sites, land, and school bus stops.

Mitigation payments are a short term means to address growth resulting from new development. The

District only collects mitigation payments in those jurisdictions where impact fees are not collected. Under

the current state regulations, mitigation payments cannot be used as the local component for the state match.

One vehicle for collecting mitigation payments is a voluntary agreement entered into by a developer and by

the District to mitigate the impacts of growth through the payment of fees. RCW 82.02.020 authorizes

mitigation agreements.

The mitigation process begins when the developer applies for plat approval or submits an application for

development approval, which triggers the SEPA process. The City or County requires input from the

District before allowing the development to proceed. Once completed, the agreement becomes part of the

process for final plat or development approval. The agreement is a binding part of the development process.

Building permits will be issued based on receipt of agreed fees as provided for in the mitigation agreement.

IMPACT FEES

According to RCW 82.02.050, the definition of impact fee is “a payment of money imposed upon

development as a condition of development approval to pay for public facilities needed to serve new growth

and development and that is reasonably related to the new development that creates additional demand and

need for public facilities, that is a proportionate share of the cost of the public facilities, and that is used for

facilities that reasonably benefit the new development. 'Impact fee' does not include a reasonable permit or

application fee.”

As the City and Counties develop their comprehensive plans in accordance with the Growth Management

Act, jurisdictions may impose impact fees on new developments for roads, parks, schools and fire protection

facilities. The District must play a role in the development of the school portion of the impact fee

ordinance.

Impact fees can be calculated based on the costs for providing the school facilities and the projected number

of students to be generated by each new residential dwelling unit. The School Board must first authorize the

District to pursue impact fees and the general purpose government responsible for land use approvals within

[32]

the District's boundaries -- the City of Yelm, Thurston County, and Pierce County -- must adopt a fee

ordinance before GMA impact fees may be imposed. On January 1, 1998, Pierce County authorized the

imposition and collection of impact fees for school districts which have capital facilities plans adopted in the

county’s comprehensive plan. The fee, as of January 1, 2016, for single family homes is $3,015 and for

multi-family units is $1,590.

DEVELOPER CONTRIBUTION

A developer may contribute to the District properties or facilities that are acceptable to the District. In such

cases, the developer is entitled to a credit for the actual cost of providing the land or the facility. This credit

can reduce the fee that would have been charged under the impact fee calculation. If a facility is built, the

cost of construction would be estimated at the time of approval and the value of the contribution would be

adjusted at the actual time of construction to assure that accurate credit is given. If construction costs of the

facility were less than the calculated fee amount, the difference remaining would be chargeable as a school

impact fee.

COMPREHENSIVE PLAN FOR GROWTH MANAGEMENT

As counties, cities and towns develop their comprehensive plans under the Growth Management Act, the

Yelm Community School District must participate in the development and update of the comprehensive

plans within the District's boundaries. Each plan must be internally consistent. For example, the land use

element, which identifies the land available for growth, must be consistent with the capital facilities

element, which identifies the facilities needed and the necessary funding to serve that new growth.

This Capital Facilities Plan will be provided to the jurisdictions within the District’s boundaries, and will be

updated annually. The District will seek to participate in Council or Commission hearings and planning

commission meetings where issues relating to future growth and development are addressed. The District is

currently a member of the Thurston Regional Planning Council.

[33]

APPENDIX A

SCHOOL CAPACITIES

In this appendix, each school is evaluated as to its capacity. The District has taken into account special

requirements for grade levels and special education.

Southworth Elementary School ............................. 34

McKenna Elementary School ................................ 35

Prairie Elementary School ..................................... 36

Fort Stevens Elementary School ........................... 37

Mill Pond Elementary School ............................... 38

Lackamas Elementary School ............................... 39

Yelm Middle School.............................................. 40

Ridgeline Middle School ....................................... 41

Yelm High School (& Extension School) ............. 42

[34]

School Capacity 2016-17

Name of School Southworth Elementary School

Total Number of Projected Students 580

Number of Classrooms

Permanent 15

Portables 12

Total 27

Student Ratio in Classrooms

Regular Instruction 23:1

Other 0

Capacity of School

Without Portables 345

With Portables 621

Number of Students in Excess of Capacity


With Portables 0

Southworth Capacity Chart

Current capacity in

building, 345

Current capacity in

portables, 235

Extra capacity in portables, 41

[35]


Name of School McKenna Elementary School



Permanent 22

Portables 0

Total 22



Other 0

Capacity of School


With Portables N/A


Without Portables 0

With Portables N/A

McKenna Capacity Chart

Current capacity in

building, 506

Current capacity in

portables, 0


[36]


Name of School Prairie Elementary School



Permanent 17

Portables 8

Total 25



Other 0

Capacity of School


With Portables 575



With Portables 0

Prairie Capacity Chart

Current capacity in

building, 391

Current capacity in

portables, 91


[37]


Name of School Fort Stevens Elementary School



Permanent 17

Portables 11

Total 28



Other 0

Capacity of School


With Portables 644



With Portables 0

Fort Stevens Capacity Chart

Current capacity in

building, 391

Current capacity

in portables

, 175


[38]


Name of School Mill Pond Elementary School



Permanent 26

Portables 2

Total 28



Other 0

Capacity of School


With Portables 644


Without Portables 0

With Portables 0

Mill Pond Capacity Chart

Current capacity in

building, 520

Current capacity in

portables, 0

Extra capacity in portables,

124

[39]


Name of School Lackamas Elementary School



Permanent 3

Portables 14

Total 17



Other 0

Capacity of School


With Portables 391



With Portables 0

Lackamas Capacity Chart

Current capacity in building, 69

Current capacity in

portables, 241


[40]


Name of School Yelm Middle School



Permanent 24 (4 electives, 5 special education)

Portables 11 (5 electives)

Total 35



Other 0

Capacity of School


With Portables 875



With Portables 0

Yelm Middle School Capacity Chart

Current capacity in

building, 600 Current capacity in

portables, 65

Extra capacity in portables,

210

[41]


Name of School Ridgeline Middle School



Permanent 32

Portables N/A

Total 32



Other 0

Capacity of School


With Portables N/A


Without Portables 0

With Portables 0

Ridgeline Middle School Capacity Chart

Current capacity in

building, 606

Current capacity in

portables, 0


[42]


Name of School Yelm High School (Includes Extension School)

Total Number of Projected Students 1,220


Permanent Based on Square Footage

Portables 15

Total N/A


Regular Instruction Depends on Course

Other 0

Capacity of School

Without Portables 1,373

With Portables 1,667


Without Portables 0

With Portables 0

Yelm High School Capacity Chart

Current capacity in building,

1220

Current capacity in

portables, 0

Extra capacity

in portables

, 447

[43]

APPENDIX B

RELOCATABLE CLASSROOMS

Currently, sixty-eight (73) portable classrooms have the potential to house 1,825 students. The breakdown

of portable facilities is as follows:

CLASSROOM LOCATION NUMBER

Elementary Schools

Fort Stevens .......................................................................................... 11

McKenna ................................................................................................ 0

Prairie ..................................................................................................... 8

Southworth ........................................................................................... 12

Lackamas .............................................................................................. 14

Mill Pond ................................................................................................ 2

Middle Schools

Yelm Middle School............................................................................. 11

Ridgeline Middle School ........................................................................ 0

High School

Yelm High School ................................................................................ 15

TOTAL ................................................................................................. 73

OTHER BUILDINGS

District Administrative Offices .............................................................. 1

Extension School .................................................................................... 1

Maintenance Office ................................................................................ 1

Transportation Office ............................................................................. 1

Transportation/Bus Garage ..................................................................... 1

Special Education ................................................................................... 1

TOTAL ................................................................................................... 6

Relocatable classrooms are used to accommodate interim housing needs during the period when existing

schools exceed student capacity and new schools have not yet been built to accommodate the excess

capacity.

[44]

APPENDIX C

DEFINITIONS

For the purpose of this ordinance, including Attachment A hereto, the following definitions apply:

A. “Boeckh Index” means the area cost allowance for school construction determined under

WAC 180-27-060 (Currently $206.76)

B. “Capacity” means the number of students a school district’s facilities can accommodate

district-wide at each grade span, based on the district’s standard of service, as determined by

the school district.

C. “Capital Facilities Plan” means a district’s facilities plan adopted by the school board. The

plan shall contain:

1. An inventory of existing school facilities, showing the locations and capacities;

2. A forecast of future needs for school facilities based on the district’s enrollment

projections,

3. The long-range construction and capital improvement projects planned by the district,

4. The schools under construction or expansion;

5. The proposed locations and capacities of expanded or new school facilities;

6. At least a six-year financing plan component, updated as necessary to maintain at least a

six-year forecast period, for financing needed school facilities within projected funding

levels and identifying sources of financing for such purposes, including current tax levies

for bond issues and current capital tax levies for construction and projected tax levies for

these purposes;

7. Any other long-range projects planned by the district; and

8. For any district seeking adoption of an implementing fee ordinance, all information

required by Attachment A to this ordinance necessary to calculate the monetary amount

of school impact fee. This information shall include for each grade span, the district’s

current student factor for single family residences and multi-family residences; site cost

per student; construction costs per student; temporary facility costs per student; state

matching credit; and tax payment credit. The plan shall also calculate an impact fee

under residences.

D. “Capital Facilities Plan Element” means that portion of the City and Counties comprehensive

land use plan containing information required under local codes and RCW 36.70A-070(3).

E. “Classrooms” means educational facilities of the district required to house students for its

basic educational program. The classrooms are those facilities the district determines are

necessary to serve the student population. Specialized facilities identified by the district,

[45]

including but not limited to gymnasiums, cafeterias, libraries, administrative offices, special

education classrooms not suitable for general use because of design or equipment needs, and

child care centers, shall not be counted as classrooms.

F. “Collection” means the payment and receipt of the impact fee.

G. “Construction Costs Per Student” means the estimated cost of construction of permanent

school facility in the district for the grade span of school to be provided, as a function of the

district’s standard per grade span and taking into account the requirements of students with

special needs. A district shall establish construction costs based upon the district’s

experience with comparable projects, adjusted for inflation, or the cost of similar projects in

other districts.

H. “Department” means the Department of Planning and Land Services.

I. “Design Standard” means the space required, by grade span and taking into account the

requirements of students with special needs, which is needed to fulfill the educational goals

of the school district as identified in the district’s capital facilities plan.

J. “Developer” means the person or entity submitting an application for any development

activity subject to the determination or collection of a school impact fee.

K. “Development Activity” means any residential construction or expansion of a building

structure or use, any change in use of a building or structure, any change in the use of land

that creates an additional dwelling unit, and which requires issuance of a building permit,

county or city approval of a subdivision of real property, or a county or city discretionary

decision relating to the use of property, such as a conditional use permit.

L. “Discount Factor” means a percentage reduction of the unfunded fiscal need to provide

school facilities to house new students in the formula set forth in Attachment A.

M. “Dwelling Unit” means a dwelling unit as defined by city and county codes.

N. “Facilities Credit” means the value of any site, school facilities, or monetary compensation

the district has agreed to accept as an offset against a school impact fee from a developer

regarding the development activity.

O. “Grade Span” means the categories into which the district groups its grades of students; i.e.,

elementary, intermediate, middle and high school.

P. “Implementing Fee Ordinance” means a county or city ordinance establishing a fee schedule

for a school district, including the dollar amount of the current fees, the calculation of the

fees based upon the formula set forth in Attachment A to this ordinance and the information

provided in the district’s capital facilities plan necessary to calculate the fees.

Q. “Multi-Family Residence” means a group of dwellings, two family dwellings and multi-

family dwellings as defined by city and county codes.

[46]

R. “Permanent Facilities” means facilities of the district with a fixed foundation that are not re

locatable facilities (Portables).

S. “Relocatable, Portable or Temporary Facilities” means any factory-built structure,

transportable in one or more sections, that is designed to be used as an education space and is

needed to prevent the over-building of school facilities, to meet the needs of service area

within the district or to cover the gap between the time that families move into new

residential developments.

T. “Relocatable, Portable or Temporary Facilities Cost Per Student” means the estimated cost of

purchasing and sitting a portable facility in the district for the grade span of school to be

provide, as a function of the district’s design standard per grade span and taking into account

the requirements of students with special needs.

U. “School District” or “District” means Yelm Community Schools District No. 2.

V. “Single Family Residence” means a one family dwelling as defined by city and county codes.

W. “Site Costs Per Student” means the estimated cost of a site in the district for the grade span of

school to be provided as a function of the district’s design standard per grade span and taking

into account the requirements of students with special needs. A district shall determine site

costs based on past experience or the acquisition cost for similar sites in comparable school

districts.

“OSPI Square Footage Per Student” means the space allocations per grade span determined

by WAC 180-27-035. Elementary - 90 sq ft.; 7th-9th - 117 sq ft..; High School - 130 sq ft.

Special Education – 144 sq ft.

Y. “Standard of Service” means the standard adopted by each district that identifies the program

year, the class size by grade span, and takes into account the requirements of students with

special needs, the number of classrooms presently available, the types of facilities the district

believes will best serve its student population, the student population for new school facilities

per grade span, and other factors as identified by the school district. Unless a district adopts

by board resolution a standard of service that specifically deems all or any portion of its re

locatable facilities to be permanent facilities, a district’s standard of service shall not include

any classrooms or other educational facilities housed in re locatable facilities or in

transitional facilities. Except as otherwise defined by the school board pursuit to a board

resolution, transitional facilities shall mean those facilities, including relocatable facilities or

leased space, that are used to cover the time required for the construction of permanent

facilities called for in the capital facilities plan.

Z. “State Match Percentage” means the percentage of school construction costs for which a

district is eligible to receive state funding pursuant to RCW 28A.525.166 and the rules of the

State Board of Education (2014 – 70.23 percent).

AA. “State Matching Credit” means the calculation set forth in APPENDIX D of the District’s

Boeckh Index times OSPI square footage per student grade span times state match

percentage time applicable student factor.

[47]

BB. “Student Factor” means the number derived by a school district to describe how many

students of each grade span expect to be generated by development activity. Student factors

shall be based on district records of average actual student generated rates for new

developments constructed over a period of the last five years prior to the date of the fee

calculation; provided that, if such information is not available in the district, the district may

use data from adjacent districts, districts with similar demographics, or country-wide

averages may be used. Student factors shall be separately determined for single family

residences and dwelling units within multi-family residences. The district uses a student

generation developed by M. J. McCormich, FAICP. The student generation rates used in this

Capital Facilities Plan were developed in March 2006. Single Family Blended, K6 .388, JHS

.148, HS .115 and Multi-Family K6 .161, JHS .032, HS .161.

CC. “Tax Payment Credit of “TC” means the calculation set forth in Attachment A of the

district’s average real property tax determined value for single family residences or multi-

family residences times the district’s capital property tax rate as adjusted by the current

interest rate for any bonds being retired by a capital tax and the number of years each capital

levy tax shall be imposed, up to ten years. The district’s capital tax rate consists of

authorized tax levies to retire bond indebtedness incurred for school district capital purposes

under chapter 28A.530 RCW and school facility levies for construction, remodeling and

modernization under RCW 84.52.053.

[48]

APPENDIX D

CALCULATIONS

Yelm Community Schools District No. 2

CAPITAL FACILITIES PLAN 2016 through 2022

SINGLE FAMILY MULTI FAMILY

IMPACT FEE ELEMENTS Elem. Mid Sch. Sr. High Elem. Mid Sch. Sr. High

K-6 7-9 10-12 K-6 7-9 10-12

Student Factor Single Family - Yelm actual count (2/04) 0.483 0.176 0.153 0.0846 0.0455 0.0533

New Fac. Capacity YCS District Standards 450 750 1300 450 750 1300

New Facility Cost Sr. High Cost Estimates as of May 2007 $23,000,000 $30,000,000 $23,000,000 $30,000,000

Elementary Cost Estimates Feb 2007 $10,000,000 $10,000,000

Lackamas May 2007 $3,600,000 $3,600,000

Temp Rm Capacity YCS District Standard of Service. Grades K-6 @ 25 25 25 25 25 25 25

and 7-12 @ 25

Temp Facility Cost Relocatables, including site work, set up, and $150,000 $150,000 $150,000 $150,000 $150,000 $150,000

furnishings is $150,000

Site Acreage YCS District Standard or OSPI Minimum 10 20 40 10 20 40

Site Cost/Acre See below $42,758 $42,758 $42,758 $42,758 $42,758 $42,758

Perm Sq Footage Study and Survey dated 6/4/14 234,207 157,228 171,160 234,207 157,228 171,160

Temp Sq Footage 73 portables at 832 sq ft each 41,092 9,856 15,134 41,092 9,856 15,134

Total Sq Footage Sum of Permanent and Temporary above 275,299 167,084 186,294 275,299 167,084 186,294

% - Perm Facilities Permanent Sq Footage divided by Total Sq Footage 0.8507 0.9411 0.9187 0.8507 0.9411 0.9187

% - Temp Facilities Temporary Sq Footage divided by Total Sq Footage 0.1493 0.0589 0.0813 0.1493 0.0589 0.0813

OSPI Sq Ft/Student From OSPI Regulations 90 117 130 90 117 130

Boeckh Index From OSPI schedule for July 2014 $200.40 $200.40 $200.40 $200.40 $200.40 $200.40

Match % - State From OSPI Webpage July 2014 70.50% 70.50% 70.50% 70.50% 70.50% 70.50%

Match % - District Computed 29.50% 29.50% 29.50% 29.50% 29.50% 29.50%

Dist Aver AV April 12, 2011 data from Thurston County $199,878 $199,878 $199,878 $110,491 $110,491 $110,491

(multi-family weighted average) Debt Serv Tax Rate Current Fiscal Year 1.79 1.79 1.79 1.79 1.79 1.79 G. O Bond Int Rate Current Rate - (Bond Buyer 20 Index SNW (4-10-08) 3.50 3.50 3.50 3.50 3.50 3.50

Site Cost Projections

Recent Property Purchase Purchase Purchase Projected Ann Sites Latest Date Projected

Acquisitions Acreage Year Price Cost/Acre Inflation Factor Required of Acquisition Cost/Acre

Yelm High School 30.55 2013 $1,075,000 $35,188 5.00% Middle School 2005 $47,144

Total 30.55 $1,075,000 $35,188 5.00% Elementary 2005 $47,144

[49]

APPENDIX D CALCULATIONS Yelm Community Schools District No. 2 CAPITAL FACILITIES PLAN 2016 through 2022

IMPACT FEE COMPUTATION

I. SITE COST PER RESIDENCE

Formula: ((Acres x Cost per Acre) / Facility Size) x Student Factor Cost =(( K-6 / 6) + (7-9 / 2) + 10-12)

Site Cost/ Facility Student Generation Factor Cost/ Cost/

Acreage Acre Capacity Single Family Multi Family Single Family Multi Family

McKenna Elementary 8 0 492 0.338 .338 0 0

Prairie Elementary 19 0 449 0.338 .338 0 0

Southworth Elementary 13 0 378 0.338 .338 0 0

Fort Stevens Elementary 15.5 0 486 0.338 .338 0 0

Lackamas Elementary 9 0 113 0.338 .338 1,526 509

Mill Pond Elementary 20 0 556 0.338 .338 0 0

Yelm Middle School 20 0 597 0.148 .148 0 0

Ridgeline Middle School 12 0 701 0.148 .148 0 0

Yelm High School 47 0 1298 0.115 .115 0 0

Cost 254 85

II. PERMANENT FACILITY CONSTRUCTION COST PER RESIDENCE

Formula: ((Facility Cost / Facility Size) x Student Factor) x (Permanent to Total Square Footage Percentage) Cost =(( K-6 / 6) + (7-9 / 2) + 10-12)

Facility Facility % Perm Sq Ft/ Student Generation Factor Cost/ Cost/

Single Family Cost Size Total Sq Ft Single Family Multi Family Single Family Multi Family

McKenna Elementary 9,656,000 503 1.0 0.338 .338 4,867 1,622

Prairie Elementary 1,100,000 50 0.8487 0.338 .338 4,733 1,578

Southworth Elementary 0 406 0.7916 0.338 .338 0 0

Fort Stevens Elementary 2,200,000 50 0.8747 0.338 .338 9,757 3,252

Lackamas Elementary 3,600,000 328 0.6537 0.338 .338 1,819 606

Mill Pond Elementary 0 554 0.9690 0.338 .338 0 0

Yelm Middle School 0 614 0.8806 0.148 .148 0 0

Ridgeline Middle School 21,092,000 620 1.0 0.148 .148 3,776 1,259

Yelm High School 30,802,000 1347 0.9364 0.115 .115 1,847 616

Cost 7,264 3,013

[50]


III. TEMPORARY FACILITY CONSTRUCTION COST PER RESIDENCE

Formula: ((Facility Cost / Facility Size) x Student Factor) x (Temporary to Total Square Footage Ratio) 2015 Portable Cost $150,000 Cost =(( K-6 / 6) + (7-9 / 2) + 10-12)

Facility Facility % Temp Sq Ft/ Student Generation Factor Cost/ Cost/

Single Family Cost Size Total Sq Ft Single Family Multi Family Single Family Multi Family

McKenna Elementary 0 0 0 0.338 .338 0 0

Prairie Elementary 750,000 10 0.2632 0.338 .338 5,004 1,668

Southworth Elementary 750,000 10 0.2084 0.338 .338 3,962 1,321

Fort Stevens Elementary 525,000 9 0.1749 0.338 .338 2,586 862

Lackamas Elementary 1,125,000 14 1.4128 0.338 .338 28,779 9,593

Mill Pond Elementary 150,000 2 0.0332 0.338 .338 631 210

Yelm Middle School 825,000 11 0.1266 0.148 .148 1,088 363

Ridgeline Middle School 0 0 0 0.148 .148 0 0

Yelm High School 975,000 11 0.0675 0.115 .115 301 100

Cost 7,672 2,557

IV. STATE MATCH CREDIT PER RESIDENCE

Formula: Boeckh Index x OSPI Footage x District Match x Student Factor) Cost =(( K-6 / 6) + (7-9 / 2) + 10-12)

Boeckh OSPI District Student Generation Factor Cost/ Cost/

Index Footage Match Single Family Multi Family Single Family Multi Family

McKenna Elementary 206.76 90 0.7023 0.338 .338 2,886 962

Prairie Elementary 206.76 90 0.7023 0.338 .338 2,886 962

Southworth Elementary 206.76 90 0.7023 0.338 .338 2,886 962

Fort Stevens Elementary 206.76 90 0.7023 0.338 .338 2,886 962

Lackamas Elementary 206.76 90 0.7023 0.338 .338 2,886 962

Mill Pond Elementary 206.76 90 0.7023 0.338 .338 2,886 962

Yelm Middle School 206.76 121 0.7023 0.148 .148 1,699 439

Ridgeline Middle School 206.76 121 0.7023 0.148 .148 1,699 439

Yelm High School 206.76 130 0.7023 0.115 .115 1,418 472

Cost 6,003 1,873

[51]


V. TAX CREDIT PER RESIDENCE

Formula: Expressed as the present value of an annuity

TC = PV(interest rate, discount period, average assd value x tax rate)

Avg Resid Cur Debt Serv Bnd Byr Indx Numb of Tax Credit

Assd Value Tax Rate Ann Int Rate Years Single Family

Single Family $199,878 $1.79 3.50% 10 $286.00

Multi Family $110,491 $1.79 3.50% 10

VI. DEVELOPER PROVIDED FACILITY CREDIT

Formula: (Value of Site or Facility/Number of dwelling units)

Value No. of Units Fac Credit

Single Family $0.00 1 $0.00

Multi Family $0.00 1 $0.00

FEE PER UNIT IMPACT FEES

RECAP Single Multi

SUMMARY Family Family

Site Costs 254 85

Permanent Facility Const Costs 7,264 3,013

Temporary Facility Costs 7,672 2,557

State Match Credit (6,003) (1,873)

Tax Credit (286) (158)

FEE (No Discount) 8,901 3,624

FEE (50% Discount) (4,450) (1,812)

Facility Credit 0.00 0.00

Net Fee Obligation 4,450 1,812

[52]

APPENDIX E

JURISDICTION INFORMATION

THURSTON COUNTY COMPREHENSIVE PLAN

The Capital Facilities Chapter of the County’s Comprehensive Plan provides information on "capital” facilities owned by public entities.

The District provides updated information annually from its Capital Facility Plan. Thurston County cannot control the planning or

construction by other public entities within its borders. However, the capital facilities planned by these other entities must be included in

their plan. It is also necessary under GMA for the county to have a copy of the District's plan before the county can implement impact fees.

At this time, Thurston County is not considering the implementation of impact fees.

For the District, the following information was provided to the County:

Projects (Name and Location of

Each Capital Project)

Project Name Location 6 Year Costs

2016-2022

Funding Source

Southworth replacement YCS District $16,000,000 Bond/State Match

Yelm Middle School

replacement YCS District $31,000,000 Bond/State Match

Prairie modernization YCS District $14,000,000 Bond/State Match

New elementary school YCS District $16,000,000 Bond/State Match

9th

Grade Wing YCS District $27,000,000 Bond/State Match

Portable Classrooms YCS District $1,500,000 Mitigation Fees

New School Buses YCS District $500,000 Mitigation Fees

Prairie water connection YCS District $500,000 Other

Field Improvements YCS District $500,000 Other

Total $107,000,000

[53]

PIERCE COUNTY COMPREHENSIVE PLAN

Of the two counties, Pierce County has been the most progressive in pursuing the

adoption of impact fees. In 1996, the county begins meeting with both school districts

and developers to establish a dollar figure for the collection of impact fees. On January 1,

1997, Pierce County authorized the imposition and collection of impact fees for school

districts which have capital facilities plans adopted in the county’s comprehensive plan.

The fees, as of January 1, 2016 for single family homes are $3,015 and for multi-family

units $1,590.

Yelm School District's Capital Facilities Plan has been accepted by the County and

incorporated into the County's Capital Facilities Plan. The following details part of the

Counties Capital Facilities Plan.

Table IX-PS-1. Current Facilities Inventory

Public Schools

The inventory of current Public School capital facilities include the following:

Name

Capacity

[Total # of Students]

(Pierce Co. Students)

Location

Southworth Elementary

McKenna Elementary

Fort Stevens Elementary

Prairie Elementary

Mill Pond Elementary

Lackamas Elementary

382 [ 571 (3) ]

511 [ 476 ( 414) ]

555 [ 566 (18) ]

495 [ 455 (12) ]

556 [ 529 (10) ]

103 [ 307 (0) ]

13849 Yelm Hwy SE, Yelm, WA

35120 SR 507, McKenna, WA

16525 100th Way SE, Yelm, WA

16535 110th SE, Yelm, WA

909 Mill Rd, Yelm, WA

16312 Bald Hill Rd, Yelm, WA

Yelm Middle School

Ridgeline Middle School

597 [ 680 (189) ]

702 [ 609 (14) ]

402 Yelm Ave W, Yelm, WA

10605 Carter St SE, Yelm, WA

Yelm High School & Extension 1,316 [ 1,233 (230) ] 1315 Yelm Ave W, Yelm, WA

TOTAL 5,217 [ 5,426 (890) ]

The table only reflects the school sites at which Pierce County students attend; the Yelm School

District has a total of 9 school sites, with a total capacity of 5,217 students.

[54]

Table IX-PS-2. Capital Projects LOS Capacity Analysis

Public School Facilities

(Note: Individual projects are listed on Table IX-PS-2-1)

DISTRICT SERVICE STANDARDS PER TABLE IX-PS-2A

*Time Period Number

of students

Square

Footage

Capacity Net Reserve

or

(Deficiency)

Yelm (2) 5,426 5,217 (209)

*Yelm uses 2015 actual

Table IX-PS-2A. School District Service Standards


(Square Feet per Student)

District Name Elementary

Schools

Middle

Schools

Junior

High Schools

Senior

High Schools

Yelm 90 117 121 130

ATTACHMENT IX-PS-2-1


INDIVIDUAL CAPACITY PROJECTS 2013

Name Capacity

Yelm School District

Elementary

Intermediate/Middle

Senior High

0

0

0

[55]

Table IX-PS-3. CFP Projects and Financing Plan

Sources and Uses of funds

(x $1,000)


Sources/Uses 2016-2022

Sources of Funds

Existing Revenue:

Bond Proceeds, Reserve (Less Technology Funds)

0

Interest

New Revenue:

Bonds, Levies, Fees, State Matching funds, Dedications,

Mitigation Payments Projected 2015

0

103,498,956

3,497,325

Total Sources 106,996,281

Uses of Funds

Capacity Projects:

104,996,281

Subtotal 104,996,281

Non-Capacity Projects:

2,000,000

Subtotal 106,996,281

Total Costs 106,996,281

Balance

(Deficit)

0

[56]

CITY OF YELM COMPREHENSIVE PLAN

Yelm School District played a key role in the development of the City of Yelm's

Comprehensive Plan. The City works closely with the District on the collection of

Mitigation Fees from developers. The City has incorporated into the process for issuance

of building permits a requirement that the developer has a release from the District before

a permit can be issued.

[57]

APPENDIX F

20-YEAR PROJECTED FORECAST

The Capital Facilities Plan projects future growth of the Yelm Community Schools

District through the next 6 years. Since county and city comprehensive plans address

growth for the next 20 years we have provided a rough assessment of where that growth

will take place through the year 2035. We anticipate that the student population within

the boundaries of the School District will grow by approximately 3,000 students. The

largest growth will occur within the urban growth boundaries of the City of Yelm, with

approximately 1,500 students. The remaining student distribution will be 1,000 in

Thurston County and 500 in Pierce County. This growth would require the future

construction of school buildings and ancillary facilities as follows:

Location Facility Cost ($)* Capacity Year Cost/Student($)*

Yelm Portable Classrooms $600,000 N/A 2016 N/A

Yelm Elementary $16,000,000 500 2019 $32,000

Yelm 9th

Grade Wing $27,000,000 350 2017 $77,000

Thurston Elementary $20,000,000 500 2021 $40,000

Thurston Elementary $20,000,000 500 2025 $40,000

Four schools would be built within the 20-year urban growth boundary of the City of

Yelm. Three schools would be considered for construction within Thurston County and

one school within Pierce County. These four schools may be required to be built within

the Urban Growth Boundary of the City of Yelm to meet the requirements for utilities

and environmental conditions. Dollar figures for future construction are rough estimates.

*2015 Dollars

[58]

APPENDIX G

COMMENTS

A Determination of Non-Significance was issued on June 10, 2016, and was published in

the Nisqually Valley News on June 10, 2016, and ran for two weeks. The comment

period for the DNS closed at 5:00 p.m. on July 28, 2016. There were no comments

submitted.

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