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Facili es Master Plan 2014 -2019 Carlsbad Municipal Schools
Table of Contents Carlsbad, New Mexico
1.0 Goals / Process - Volume - 1
1.1 Goals ........................................................................................................................ 1|1
1.2 Process .........................................................................................................................1|8
1.3 Acronyms/Defi ni ons .................................................................................................. 1|17
2.0 Exis ng and Projected Condi ons
2.1 Programs ....................................................................................................................2|1
2.2 Sites/Facili es .................................................................................................................2|7
2.3 District Growth .............................................................................................................2|15
2.4 Enrollment ..................................................................................................................2|34
2.5 U liza on & Capacity ...................................................................................................2|54
2.6 Technology ..................................................................................................................2|66
2.7 Energy Management Program ......................................................................................2|69
2.8 Capital Funding .............................................................................................................2|77
3.0 Capital Improvement Plan
3.1 Total Capital Needs .........................................................................................................3|1
3.2 Priori za on Process ...................................................................................................3|12
3.3 Capital Plan ..................................................................................................................3|25
4.0 Master Plan Support Material - Volume 2
4.0 School Site & Facili es ....................................................................................................4|1
PRE-K / KINDERGARTEN SCHOOLS
Dr EM Smith Pre School ..............................................................................................4|4 (Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Early Childhood Educa on Center ............................................................................4|20 (Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
ELEMENTARY SCHOOLS
Cra Elementary School ...........................................................................................4|34 (Facility Information, Floor Plan, Site Information, Facility Excutive Summary
Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Acknowledgements
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Facili es Master Plan 2014 -2019 Carlsbad Municipal Schools
Table of Contents Carlsbad, New Mexico
Hillcrest Elementary School ................................................................................... 4|50
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Joe Stanley Smith Elementary School .................................................................... 4|67
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Monterrey Elementary School ............................................................................... 4|81 (Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Pate Elementary School ......................................................................................... 4|96
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Pucke Elementary School ................................................................................. 4|112
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Riverside Elementary School ................................................................................ 4|127
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
Sunset Elementary School ................................................................................... 4|142
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
MIDDLE SCHOOLS
Alta Vista Middle School (6th Grade Academy) ................................................... 4|158
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
P.R. Leyva Middle School ..................................................................................... 4|178
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
HIGH SCHOOLS
Carlsbad High School .......................................................................................... 4|201
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
ALTERNATIVE/ CHARTER SCHOOLS
Eddy Alterna ve School ....................................................................................... 4|253
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, and Capital Improvement Needs)
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Table of Contents Carlsbad, New Mexico
Jeff erson Montessori Charter School ................................................................... 4|269
(Facility Information, Floor Plan, Site Information, Facility Excutive Summary Report,Evaluation Summary, Capital Improvement Needs, and Utilization)
DISTRICT FACILITIES
Administra on/ Central Offi ce .................................................................................... 4|289
(Facility Information, Floor Plan, Site Information, Evaluation Summary, and Capital Improvement Needs)
Edison Special Educa on Center ................................................................................. 4|297
(Facility Information, Floor Plan, Site Information, Evaluation Summary, and Capital Improvement Needs)
Warehouse Facility ...................................................................................................... 4|305
(Facility Information, Floor Plan, Site Information, Evaluation Summary, and Capital Improvement Needs)
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Facili es Master Plan 2014 -2019 Carlsbad Municipal Schools
Carlsbad, New Mexico
Acknowledgements
Carlsbad Municipal School Board of Educa on:Dr. Doris Bruton Carleton, President Abel Montoya, Vice PresidentAndrew Harris, Board SecretarySteve West, MemberRon Singleton, Member
Facili es Advisory Commi ee Par cipantsCarlsbad Municipal School District Administra on:Gary Perkowski, SuperintendentKelli Barta, Director of Secondary Educa onLaVern Shan, Director of Elementary Educa on and Federal ProgramsDon Owen, Director of Opera ons Gene Bradley, Maintenance SupervisorLaura Garcia, Director of Finance
Carlsbad Municipal School District Administra ve Staff and Teachers:Tammy HealeyGerry Frye Andrea Molina Bill Gunkel Sandra WhiteTamara Faulk
Community Representa ves:Be e Anne Brantley Donnie Rodriguez Lisa Chavez Michelle RodriguezNick Mills Rachelle Thompson Stephanie Shumsky Yve e Mendoza
PSFA Representa ve:Brian Stephens, PSFA
Consultants:Denise A. Davis, Facility Planning AssociatesColleen Mar nez, Visions in PlanningMolly Smith, thinkSmart Planning
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1.0 Goals and Process Carlsbad, New Mexico
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1.1 Goals
1.1.1 District Mission Statement
The mission of the Carlsbad Board of Education is to create
a public school environment which meets the individual
educational needs of all children regardless of their ability,
ethnicity, creed, gender or social standing. We are
dedicated and will provide each student the opportunity
to develop intellectually emotionally, physically, and
socially in a safe and orderly environment.1
1.1.2 District Educational Goals
Changes have occurred in the way instruction is delivered
to today’s students such as: lower class sizes (as mandated
by the state); the addition of space allocated for critical
supplemental instruction such as reading, English as a
Second Language, and special education; and school
choice provided to families in the community through
student transfer requests.
The following educational goals are established by the
District. Specifically, the District instructional program will
be designed and implemented to provide for at least the
minimum instructional areas required by statute and shall
include1:
1 CMSD website, www.edline.net/pages/Carlsbad_Municipal_Schools
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Skills in communication ‐ to include reading and
language arts skills, including phonemic awareness,
phonics, comprehension, grammar and writing.
Skills in computation ‐ mathematics.
Appreciation of the world of work.
Pride of workmanship and skills for economic survival.
Appreciation of the importance of physical fitness.
Research and problem‐solving skills in science and
mathematics.
Ability to think analytically, critically, and
independently.
Skills in foreign or Native American language.
Ability leading to citizen responsibility.
Understanding and respect for our cultural heritage
and history.
Appreciation for the intrinsic value of education.
Appreciation of the fine arts.
Skills in the use of topographical and standard maps.
Skills in technology.
1.1.3 Decisions Affecting Future Educational Programs
One of Carlsbad Municipal Schools’ long term goals is to
improve educational equity and opportunities in its
facilities districtwide. The district’s goal for elementary
schools is to reduce overcrowding, improve programs, in
operationally efficient facilities. The district intends to
replace seven of the existing schools with four larger
capacity elementary schools for 600 students each and to
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either replace or renovate with an addition to increase
capacity at the remaining elementary existing school
(Hillcrest) to create a STEM magnet elementary school that
will accommodate the growing needs of the district in the
future. As of the 2014‐2015 school year, the District will
create a standalone 6th Grade Academy which will affect
P.R. Leyva Middle School and Alta Vista Middle Schools.
The Alta Vista location will become the new 6th Grade
Academy and all 7th and 8th graders will attend P.R. Leyva
Middle School. At the high school level, CMS the long
term goal is to construct a new facility for the 9th grade
academy to provide for the educational program that is
hindered in the current facility in addition to implementing
the new early college program at NMSU in 2014/15.
1.1.4 District Community Involvement Goals
The District strives to involve the community in its
educational process. A primary goal as indicated by the
District is to:
Ensure parental and community trust and involvement
through clear, open, and timely communication.
In support of this goal the District has an established web‐
site with a wealth of information ranging from school
calendars to detailed Board minutes.
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1.1.5 Facility Goals
Facility goals were developed during the FMP process in
order to guide decision‐making. Overall principles were
developed; the principles and analysis were:
Consolidate Elementary Schools, Build New, Higher
Capacity Schools
The District has considered the impact of building larger
schools versus expansion of current school facilities. A
primary implication is the decrease in operational costs.
Some of the benefits identified include:
Improve Educational Programs
A new facility provides the opportunities to better
create school communities within the larger
population and configure facilities in support of this
educational concept.
Impact to Staff A prime goal will be the retention of staff; staff will
only be decreased through attrition or staff will be
re‐assigned to needed positions. Staff is funded
per student and not facility however, there is a
concern that consolidation would result in staff
reductions and was included in the discussion.
A larger school will result in more efficient use of
staff time which impacts ancillary staff. Currently
ancillary staff travels from school to school to
provide services. The typical travel time per day is
30 minutes or more. Having school‐based ancillary
staff will provide better services to the students
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with increased accessibility to the staff and reduce
if not eliminate travel time.
New Schools vs. Old Schools with Renovation
The expansion of each of the current schools is less
desirable due to the age and condition of the
facilities. With the exception of Craft Elementary
School (1920), all of the remaining elementary
schools in the district were constructed in the
1950’s with various additions over the years to
accommodate growth. Historically, the District has
only passed GO Bonds of up to $7,500,000 and has
relied on HB‐33 and SB‐9 to support maintenance
and small construction projects. The February
2014 GO Bond for $60 Million is the largest in the
District’s history.
Expansion of the existing schools rather than
consolidation and building new schools would
mean that the old facilities would still require
major renovation which when costs for renovation
are included they fast approach that of a new
facility.
The safety issues identified during the assessment
will be rectified with the design of the new
elementary facilities. Traffic issues will be resolved,
mechanical will provide efficient systems that
provide improved air quality, electrical will provide
essential outlets (rather than cords that are
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sometimes used now), security will be greatly
enhanced.
The current sites are small and rely heavily on city
streets to support student drop‐off/pick‐up and
staff parking. There are significant safety issues
with the heavy volume of traffic at some of these
schools. The Master Plan has identified funding
requirements for upgrades of the site
infrastructure in an effort to improve these site
issues if new schools are not constructed. The
new school projects will allow for the optimal
design for site safety. The larger sites will be used
to consolidate schools while other schools will be
developed on other school property nearby in
order to increase the site areas.
Impact to School Size and Cost Implications
Replacing each school District‐wide rather than
consolidation would result in additional
construction costs. Consider building two new
schools vs. building one new school. The PSFA
Planning Guide recently revised Total Facility GSF
to Adequacy. Using these figures a 600 student
school is 73,740 GSF vs. two schools of 300
students at 41,112 GSF each or 82,224 GSF. The
estimated probable construction cost savings is
about $1.8 million. This also translates into
reduced utility costs.
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Impact to Operations
New facilities will not immediately have
maintenance issues that impact HB‐33 and SB‐9
funding due to warranties. This allows these to be
direct to needed projects at the district’s other
facilities.
Replace Portable Classrooms
Portable classrooms will be replaced with permanent
classrooms unless those portable classrooms are being
utilized for temporary housing during renovation or
remodel projects, or to address a temporary (3 years or
less) bubble in enrollment.
Provide Adequate Art, Science and Media Centers
Adequate art, science, and library instructional areas are a
problem in all elementary schools. New schools will
provide for the adequacies of these functions. A
proposed, combined art/science space will be provided at
each elementary school.
Media Centers will be provided at each elementary school.
Each media center is to meet state and PSFA
recommended sizes per school capacity and enrollment.
Respond to Future Programs
The focus of this bonding cycle is the construction of
replacement elementary schools. However, un‐funded
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projects have been identified to respond to changes in the
educational programs. These projects are included in
Section 4 under each school assessment document.
Comply with Educational Adequacy Standards
Compliance with the educational adequacy standards will
be addressed in the elements of the goals as described
above.
1.2 Process
1.2.1 Responsibility and Authority
The Carlsbad Municipal School District Board of Education
has commissioned the development of this Facilities
Master Plan 2014‐2019 to serve as a reference and guide
to the District over the next five years. It is recommended
that this document be utilized as a “living document” to
record district facility goals and accomplishments as they
are achieved. It is the responsibility of CMSD to review
and revise this Facilities Master Plan as changes occur in
the district and to complete a new document every five
years. It is the responsibility of the CMSD Board of
Education to review and adopt the FMP.
CMSD regularly reviews and approves the progress of the
Facilities Master Plan through the Operations Department.
A Facility Advisory Committee (FAC) has been established
to guide the FMP process. The committee includes the
Superintendent, Director of Operations, Maintenance
Supervisor; Carlsbad school staff and citizens invited by
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the District, comprise the voting members of the FAC. It is
the responsibility of the FAC to establish FMP goals, review
FMP progress, and make recommendations to the Board
of Education for approval and adoption.
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1.2.2 Facilities Master Plan Process
The Facility Advisory Committee (FAC) was assigned the
task of working together with district planners and
architects to review data and establish priorities for the
FMP. A diagram of the overall process and steps utilized in
this FMP are detailed in Figure 1‐1:
Figure 1‐1 Master Plan Process Diagram
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Pre‐Assessment activities, field, and data assessments of
all school and district facilities were conducted in 2010 and
updated in 2014. The following types of activities and
information were gathered in order to compile the
eventual recommendations to the FAC committee:
Community and School District Information
Information was gathered in a variety of methods from
gathering current demographic information, maintenance
records, FAD reports from the PSFA Facility Assessment
Database, current technology plan, and current staffing. A
summary of these activities include:
School staff were contacted to gain additional information
about current school programs, community programs,
after‐school programs, and the facility goals.
The 2010 walk‐through assessments were updated with
current maintenance projects, enrollment, staffing, and
reflect the plan to consolidate the schools. During the
facility walk‐throughs the team strived to be as
undisrupted as possible to the school programs but, to
also gain insight from teachers and students. It was
estimated that 40‐50% of the teachers provided
comments during the tours. Students were questioned
about their schools as the opportunity presented itself.
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Community involvement in the project was through public
representatives serving on the FAC and Board
presentations which are publicized and open to the public.
Additional community involvement was accomplished
through a series of public presentations conducted by the
District prior to the 2014 GO Bond election.
Community and school district information was gathered
and utilized in the overall assessment of each of the facility
for the district. This information included:
Maintenance records for a three year period,
Floor plans and site plans,
Previous Master Plan update,
FAD reports,
Technology Plan,
Maintenance Plan,
Special education needs report,
FAC reports on tours of all District facilities,
Instructional needs for educational programs and
program goals gained through interviews,
Individuals’ thoughts concerning the educational and
physical environment gained through one‐on‐one
interaction with teachers and students,
Community program offerings and facilities gained
through principal interviews.
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1.0 Goals and Process Carlsbad, New Mexico
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Educational Facilities Assessments
Facilities Analysis’
Walk‐through Assessments of each school were conducted
in 2010 and were updated in 2014. The assessments
include the following facilities:
Dr. E.M. Smith Pre‐ School
Early Childhood Education Center
Craft Elementary School
Hillcrest Elementary School
Monterrey Elementary School
Joe Stanley Smith Elementary School
Pate Elementary School
Puckett Elementary School
Riverside Elementary School
Sunset Elementary School
Alta Vista Middle School2
P.R. Leyva Middle School
Carlsbad High School
Eddy Alternative School
Jefferson Montessori Academy Charter School
District Warehouse
Edison Building – Special Education Center
District Administration Building
2 As of the 2014/15 school year Alta Vista will become the 6th Grade
Academy
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The walk‐through assessment included a visual or plan review assessment of the following:
Landscaping
Drainage/Storm Water Retention/Erosion/Ponding
Issues
Hardscape
Site Recreation Amenities
Site Safety and Security
School Plant Assessment
Educational Environment
Current information was collected to update the
assessment documents including the current school
enrollment, staffing, maintenance records, and FAD
reports.
Capacity/ Utilization Studies
Utilizing the Public Schools Facilities Authority
recommended worksheets for capacity and utilization, the
planning team calculated the enrollment capacity of each
school based on programs, enrollments, and scheduling.
School Information
Information about each school was gathered and included
in the overall assessment including: age of facilities, facility
construction, maintenance records, neighborhood growth
and conditions, and community goals and priorities.
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Demographics/ Enrollment
Demographics for Eddy County were gathered for input
and analysis into the overall trends within the area.
Migratory information within the district is revealed
through the growth rates at individual schools. Historic
enrollment information was gathered from the District’s
40‐day counts for a five year period. The following
categories of demographic and enrollment information is
utilized as informational in this FMP:
Overall population trends
Birth rates
Household size
Age composition
Economic trends
Development activity
Decision‐making Process
Decision‐making for the FMP was based on a non‐biased,
collaborative process. The 2010 Facility Advisory
Committee worked together with the planning team to
analyze the information as it was gathered and establish
priorities for ranking each potential project. The FAC, prior
to the commencement of the project, toured every facility.
The principals and staff were prepared to discuss the
issues, as they perceived them, with the committee. The
FAC then rated elements of each facility. Their findings are
included in the Appendix, facility evaluation summaries,
for reference. As a result of this prior knowledge, the
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1.0 Goals and Process Carlsbad, New Mexico
Section 1 | 16
committee was well prepared to provide the planning
team with guidance.
In 2013 and 2014, multiple evening and day‐long
workshops were conducted to communicate background
and gather additional committee guidance on the
proposed plan. The FAC meetings were open to the public
and public representatives who were invited to attend,
were present.
Project priorities were determined through discussion, FAC
knowledge of the schools, first‐hand experience during on‐
site school tours, response from FAC members in
reference to project sheets provided by the planning team,
review of schools deferred from the previous bond cycle,
consideration of the goals, and particular goals from
District Administration.
The planning team sorted all potential projects into several
categories: potential general obligation bond (GO Bond)
projects, SB9 funded projects, HB33 projects, and those
items requiring only normal maintenance.
Develop Financial Strategies
The primary focus of the Facilities Master Plan was the
development of projects for the 2014 General Obligation
Bond. The Board of Education approved the financial
strategy that is included in this FMP.
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Projects were also identified for SB‐9 and HB‐33 funding to
be implemented by the CMSD Operations Department.
Develop Implementation Plan
The implementation plan was developed to coincide with
the list of projects and the financial strategy approved by
the Board of Education.
Public Presentation and Board Approval
The Facilities Master Plan was presented for approval in
public forum at the Board the Education meeting on April
22, 2014. The 2014‐2019 Carlsbad Municipal Schools
FMP was approved at this Board meeting.
1.3 Acronyms / Definitions
Building Efficiency – The ratio of NASF / GSF
CMSD – Carlsbad Municipal School District
FAC – Facility Advisory Committee
DD Program – Developmentally Delayed Program
ES – Elementary School
ESL – English as a Second Language
FAD – Facility Assessment Database
FCI– Facility Condition Index (the ratio of
need repairs to current replacement
value)
FMP – Facilities Master Plan
GSF – Gross Square Feet, or the sum of the
net assignable square feet plus all
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other building area that is not
assignable. The “left over” area is
called “tare” which includes
circulation area, mechanical area,
toilets and wall areas
HS – High School
MACC – Maximum Allowable Construction
Cost
MECH – Mechanical
MS – Middle School, Media Storage
NASF – Net Assignable Square Feet, or
building area that can be assigned to
specific task, not including building
circulation, wall thickness,
mechanical equipment and toilet
facilities
NMCI – New Mexico Condition Index
OT/PT – Occupational Therapy / Physical
Therapy
PMP – Preventative Maintenance Plan
PSCOC – Public School Capital Outlay Council
PSFA – Public School Facilities Authority
PTR – Pupil / Teacher Ratio
SF – Square Feet
SLP – Speech / Language Pathology
SPED – Special Education
State FCI – State Facilities Condition Index
State ID – State Building Identification Number
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TPC – Total Project Cost, or the total cost
of the project including architectural
and engineering fees, moveable
equipment, land acquisition (if any),
administration and contingencies
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Section 2 | 1
2.1 Programs
The Carlsbad Municipal School District (CMSD) is located in
Eddy County, New Mexico, and covers an area of 2,497 square
miles, although all schools are located within the Carlsbad city
limits. CMSD enrolled 6,390 students for the 2013/14 school
year (40‐day) in grades K‐12. The district is comprised of 51%
Hispanic, 21% White, 1% African‐American, 1% Native
American, and less than 1% Asian students. Free and reduced
lunch for district students ranges from 33‐88 percent in district
schools. According to a 2011‐12 report by the New Mexico
Department of Public Education, 16.8% of CMSD students were
living in poverty. District schools range from walkable,
neighborhood schools to schools that serve larger geographic
areas.
2.1.1 Number of Schools, Types / Grade Configuration
The district is comprised of fourteen (15) school facilities,
including one pre‐school, one early education center, eight (8)
elementary schools, two middle schools, one high school, and
one charter school. During the course of the previous Master
Plan, the District closed one elementary school, Eddy
Elementary, this facility is currently being partially used to
house the district’s alternative school program (1) and
technology department.
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Section 2 | 2
Table 2‐1: School Numbers, Types, and Grade Configuration
School Configuration # of schools
Early Education Center:
Pre‐K – K 2
Elementary Schools:
Grades 1‐5 8
Middle Schools:
Grades 6‐8 2
High School:
Grades 9‐12 1
Alternative School:
Grades 3‐12 1
Charter School:
Grades K‐12 1
Total 15
As of 2013/14, 40‐day enrollment, Pre‐kindergarten and
Kindergarten schools enrolled 108 and 561 students
respectively; elementary schools range from 241 (Pate
Elementary, to 443 (Sunset Elementary) students; middle
schools enrolled 594 and 872 students; and the high school
enrolled 1,667 students for the 2013‐14 school year. The
Jefferson Montessori Charter School enrollment is 190
students.
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Section 2 | 3
The following is a list of CMSD school facilities:
Table 2‐2: CMSD School Facilities
Schools Grades
Elementary Schools:
Early Childhood Education (ECE) Center K
Dr. E.M. Smith Elementary Pre‐K
Craft Elementary 1‐5
Hillcrest Elementary 1‐5
Joe Stanley Smith Elementary 1‐5
Monterrey Elementary 1‐5
Pate Elementary 1‐5
Puckett Elementary 1‐5
Riverside Elementary 1‐5
Sunset Elementary 1‐5
Middle Schools:
Alta Vista1 6‐8
P.R. Leyva 6‐8
High School:
Carlsbad High 9‐12
Alternative Schools:
Eddy Alternative School 3‐12
Charter School:
Jefferson Montessori K‐12
Total 15
1 As of the 2014/15 school year this will be the Alta Vista 6th Grade Academy
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Section 2 | 4
2.1.2 Assumptions, Anticipated Changes in Program
The following are changes to school configuration and school
choices anticipated at CMSD within the next five years.
School Size
The Carlsbad Municipal School District made the decision to
close Eddy Elementary School during the course of the 2011‐
2015 Facilities Master Plan. Students were reassigned to other
schools; this change was reflected in the demographic analysis.
CMSD through its most recent GO Bond Election in February
2014, will be constructing four new elementary schools with a
capacity of 600 students each in order to improve education
programs at the elementary level. With the larger schools, the
district will be reducing the eight elementary schools into five.
The district intends to replace or renovate/expand the
remaining elementary (Hillcrest Elementary) as part of the
2018 GO Bond election.
Class Size
Due to the economic situation facing all schools, the District
requested from the State Department of Education an increase
in class size in the past, so the District is unlikely to pursue
further increases.
Grade‐level Configuration and Other Special Programs
Grade‐level configurations include Pre‐kindergarten,
Kindergarten in devoted, district‐wide facilities. The Pre‐
kindergarten students were relocated from the Early Childhood
Education Center to E.M Smith Elementary in the 2009‐2010
school year and once the new 600 student Pate Elementary
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Section 2 | 5
replacement school is constructed, the Pre‐Kindergarten
program may be considered for relocation to Puckett
Elementary facility when vacated. The district anticipates that
demand for the preschool and kindergarten programs will
continue to grow based on the local demographic trends. The
Early Childhood Center that kindergarten students attend has
the ability to be expanded in the future to be able to
accommodate increased enrollment, however, the pre‐school
program is restricted to the existing facilities capacity and does
not have opportunities to grow in its current location. The
district will need to consider alternate locations in the future to
accommodate the needs of the pre‐school program.
All elementary schools are configured with grades 1‐5; middle
schools 6‐8; and the high school are 9‐12. With the exception
of the middle schools, these levels will continue for the next
five years. As of the 2014/15 school year, CMSD will be
establishing a 6th grade Academy at Alta Vista Middle School
and reconfigure the grade levels at P.R. Leyva to 7th and 8th
grade only.
At the high school level, the district will be implementing an
early college high school program which will be located at the
NMSU‐Carlsbad Campus starting in the 2014/15 school year for
eligible students.
CMSD has also created a special alternative program that
utilizes a portion of the former Eddy Elementary to house
students in grades 3‐12th that are at risk of dropping out or
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being expelled. These students are included in the enrollment
of their home schools but attend Eddy Alternative School in
lieu of being expelled for their at‐risk behaviors. Academic and
behavioral interventions are used to help students transition
back into the traditional school environment when
appropriate.
Curriculum
CMSD is not currently considering changes to the curriculum
that would require major modifications to school facilities.
Year‐round Schools and Magnet Programs
While CMSD is not considering a change to year‐round school,
it is however, considering a STEM magnet program at Hillcrest
Elementary, once the new four new elementary schools are
constructed to provide additional school program choice for
parents in Carlsbad.
2.1.3 Shared or Joint Use Facilities Opportunities
CMSD provides for after school programs which are provided
by others such as DARE and Reading buddies from the
Assistance League. School grounds are used for sports
programs such as Little League Football, Softball and T‐ball.
Indications are, these programs will continue.
2.2 Sites and Facilities
2.2.1 Map, Boundaries, and Locations
Carlsbad Municipal School District is located within Eddy
County in southeastern New Mexico. Eddy County includes the
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towns of Artesia, Carlsbad, Hope, and Loving. Carlsbad is the
county seat and largest city in the county.
The county covers 4,182 square miles and is home to over
50,000 people. The CMSD covers 2,497 square miles and has
6,390 students per the official 40‐day count for the 2013/14
school year. Two other school districts are included in Eddy
County: Artesia and Loving.
CMSD school facilities are all located within the municipal limits
of the City of Carlsbad. The map in
1 illustrates the location of CMSD in relation to other districts
in the state. Figure 2‐2 shows population distribution within
the state, as per the 2010 US Census.
Figure 2‐3 to 2‐4 shows the Carlsbad Municipal School District
boundaries for Elementary and Middle Schools including
changes due to the closing of Eddy Elementary. A separate
High School Boundary map is not necessary as it includes the
entire district boundary. The boundary encompasses all of the
area shown in the Elementary/Middle Schools Map.
Figure 2‐1: New Mexico School Districts
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Figure 2‐2: County Population, New Mexico, 2010 US Census
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Figure 2‐3: Elementary/Middle School Boundary Map, The High School and as of 2014/15 school year the 6th Grade
Academy & P.R. Leyva Middle School attendance zone will encompass the entire district boundary.
Figure 2‐4: Zone Changes with the Closing of Eddy Elementary School
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2.2.2 Existing Facilities / Site Inventory Summary
The district has 1,170,987 gross square feet (GSF) of permanent
facilities and 20,007 GSF of portable facilities, an average of
161 GSF of permanent space per student or 165 GSF of total
space per student including portable classrooms. Figures 2‐5 to
2‐8 illustrates the breakdown of early childhood, elementary,
middle, high school, charter school, and administrative space.
Additionally, the district has 529 acres of land as noted in the
Site Inventory Chart.
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Figure 2‐5: CMSD Permanent Facilities, by Type*
Figure 2‐6: CMSD Portable Facilities, by Type*
*Note: As of the 2014/ 15 school year Alta Vista Middle School will become the 6th Grade Academy
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Figure 2‐7: CMSD Facilities, by Type*
*Note: As of the 2014/ 15 school year Alta Vista Middle School will become the 6th Grade Academy
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2
Facility Name District ID State ID Address ZIP Phone Fax Principal / Site Manager Open
DateAge
(Years) Construction Dates State FCI Site Acreage Owned or Leased?
Total Perm Bldg Area
Total Port Bldg Area
Total Bldg Area (GSF) Grades
2013/14Enrollment
(40 day)
Full-Size Classrooms
Half-Size Classrooms
Gym/Multi-Purpose
No. of Permanent
Classrooms
No. Double Portables
No. of Portable Class- rooms
Total Class- rooms
Port CR % of Total
GSF Per Student
Early ChildhoodEarly Childhood Education Center ECEC 011907 1801 West Lea Street 88220 (575) 234-3303 (575) 234-3445 Misti Fernandez 1994 20 27.60% 9.70 Owned 49,396 0 49,396 Kinder 561 32 0 1 33 0 0 33.0 0 88.0E. M. Smith Pre-School EM Smth 011907 2415 Carver Street 88220 (575) 234-3313 (575) 234-3570 Misti Fernandez 1960 54 1994, 2009 14.29% 4.13 Owned 17,983 0 17,983 Pre-K 108 9 0 1 10 0 0 10.0 0 166.5
Sub-Totals 13.83 67379.00 0.00 67,379 669 43.00 0.00 0.00 43.00 0.0% 100.72
Elementary Level
Craft Elementary School Craft ES 1 011907 406 West Lea Street 88220 (575) 234-3304 (575) 234-3492 Merci Renteria 1920 94 1947, 1968 27.39% 2.57 Owned 33,345 0 33,345 1st-5th 252 15 1 1 17.0 0.0 0.0 17.0 0% 132.3
Hillcrest Elementary School Hillcrest ES 2 011907 215 North Sixth Street 88220 (575) 234-3308 (575) 234-3522 Denice Peterson 1948 66 1961 25.29% 6.80 Owned 45,590 0 45,590 1st-5th 311 19 2 1 22.0 0.0 0.0 22.0 0% 146.6
Joe Stanley Smith Elementary School JS Smith ES 3 011907 505 Alta Vista Street 88220 (575) 234-3314 (575) 234-3581 Kim Arrington 1956 58 1964 47.61% 7.10 Owned 37,184 0 37,184 1st-5th 290 21 2 1 24.0 0.0 0.0 24.0 0% 128.2
Monterrey Elementary School Monterrey ES 4 011907 1001 North 9th Street 88220 (575) 234-3309 (575) 234-3531 Fran McCarthy 1954 60 1980 25.42% 7.17 Owned 39,930 896 40,826 1st-5th 330 18 1 1 20.0 0.0 1.0 21.0 5% 123.7
Pate Elementary School Pate ES 5 011907 120 Kircher Street 88220 (575) 234-3310 (575) 234-3543 Therese Rodriguez 1955 59 1994 47.71% 5.45 Owned 32,064 2,580 34,644 1st-5th 241 15 0 1 16.0 1.0 3.0 19.0 16% 143.8
Puckett Elementary School Puckett ES 6 011907 2212 Primrose Street 88220 (575) 234-3311 (575) 234-3552 Deborah Beard 1956 58 1963, 1994, 2003 29.40% 7.23 Owned 30,094 3,368 33,462 1st-5th 248 13 1 1 15.0 2.0 4.0 19.0 21% 134.9
Riverside Elementary School Riverside ES 7 011907 1600 Johnson Street 88220 (575) 234-3312 (575) 234-3561 Sandra Nunley 1956 58 1960, 1994 44.70% 6.16 Owned 31,660 896 32,556 1st-5th 283 12 1 1 14.0 0.0 1.0 15.0 7% 115.0
Sunset Elementary School Sunset ES 8 011907 923 North Walter Street 88220 (575) 234-3315 (575) 234-3593 Lee White 1952 62 1980 49.15% 10.07 Owned 36,197 4,480 40,677 1st-5th 443 17 1 1 19.0 2.0 5.0 24.0 21% 91.8
Sub-Totals 52.55 286,064 12,220 298,284 2398 147.00 5.00 14.00 161.00 8.7% 124.39* Middle or Junior High LevelAlta Vista Middle School* Alta Vista MS 1 011907 301 Alta Vista Place 88220 (575) 234-3316 (575) 234-3478 Mark Barela 1949 65 1955, 1968, 1977, 1990, 1993, 1995, 1998 37.19% 22.45 Owned 124,700 0 124,700 6th-8th 594 44 0 2 46 0 0 46.0 0% 209.9
P. R. Leyva Middle School PR Leyva MS 2 011907 800 West Church Street 88220 (575) 234-3318 (575) 234-3452 Mark McAlister 1940 74 1949, 1956, and 1967 21.62% 15.68 Owned 159,798 1,792 161,590 6th-8th 872 50 0 3 53 1 2 55.0 0% 185.3
Sub-Totals 38.13 284,498 1,792 286,290 1466 99.00 1.00 2.00 101.00 2.0% 195.29
High SchoolCarlsbad High School Carlsbad HS 1 011907 3000 West Church Street 88220 (575) 234-3319 (575) 234-3399 Mark Driskell 1961 53 1966, 1978, 1992,2007,2009, 23.43% 63.03 Owned 373,892 5,995 379,887 9th-12th 1,667 86 0 3 89 0 6 95.0 0% 227.9
Sub-Totals 63.03 373,892 5,995 379,887 1667 89.00 0.00 6.00 95.00 6.3% 227.9
Alternative Schools
Eddy Alternative School Eddy Alt 1 011907 700 W. Stevens Street 88220 (575) 234-3305 (575)234-3267 Dale Ballard 1948 66 1968 26.38% 2.57 Owned 21,420 0 21,420 3rd-12 N/A 8.0 0.0 0.0 8.0 0% -
Sub-Totals 2.57 21420 0.00 21,420 0 8.00 0.00 0.00 8.00 0.0% 0.0
Charter SchoolsJefferson Montessori Academy 011907 500 West Church Street 88220 (575) 234-1703 (575) 887-9391 Cindy Holguin 1954 60 1960, 1994, 2012 12.68% 5.00 District Owned 48,296 0 48,296 K-12th 190 10 0 1 11 0 0 11.0 0 254.2
Sub-Totals 5.00 48,296 0.00 48,296 190 11.00 0.00 0.00 11.00 0.0% 254.2
Administration and SupportDistrict Administration Administration 011907 408 N. Canyon Street 88220 (575) 234-3300 (575) 234-3367 Don Owen 1978 36 2.57 Owned 19,230 19,230 0.0 NA NA
District Warehouse Warehouse 011907 201 Alta Vista Street 88220 (575) 234-3322 (575) 234-3367 Gene Bradley 1963 51 1.00 Owned 24,304 24,304 0.0 NA NA
District Storage @ JMA Storage 011907 500 West Church Street 88220 (575) 234-1703 (575) 887-9391 Gene Bradley 1954 60 1960, 1994, 2012 13% - Owned 18,792 18,792
Edison Building Edison 011907 406 North Alameda Street 88220 (575) 234-3300 (575) 234-3367 Gene Bradley 1931 83 2.57 Owned 17,932 17,932 0.0 NA NA
Eddy Tech Center Tech Center 011907 700 West Stevens Street 88220 (575) 234-3300 (575) 234-3367 Gene Bradley 1948 66 1968 26.38% - Owned 9,180 9,180 0.0 NA NA
Sub-Totals 6.14 89,438 0 89,438 0.00
District Totals 181.26 1,170,987 20,007 1,190,994 0.00 6,390.00 397.00 6.00 22.00 419.00* Alta Vista 6th Grade Academy as of the 2014/15 School Year
Facilities Inventory DataFacility Inventory
Table 2‐3 Facility Inventory
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2.3 District Growth
This section analyzes the following demographic information to
determine growth trends in the district that may impact district
educational programs and student enrollment:
Overall population trends
Birth rates
Household size
Age composition
Economic trends
Local Area Housing
2.3.1 Carlsbad Area Population Growth Trends
According to the 2010 U.S. Census, 26,168 residents lived in the
City of Carlsbad, while 53,902 residents lived in Eddy County,
see Figures 2‐8, 2‐9, 2‐10 and 2‐11.
79% of district residents lived in the city of Carlsbad.
21% lived outside the city limits.
Census estimates indicates the number of residents in Carlsbad
increased by an estimated 2.1% between 2000 and 2010.
Population 2000 2010 % of Change
Eddy County 51,658 53,902 4.3%
Over 18 yrs 36,751 39,827 8.4%
Under 18 yrs 14,907 14,075 ‐5.6%
City of Carlsbad 25,625 26,168 2.1%
Over 18 yrs 18,668 19,454 4.2%
Under 18 yrs 6,957 6,714 ‐3.5% Total population growth in Eddy County increased 4.3% from
2000‐2010, while the state population grew 13.2% and has
increased another 1.7% since 2010. While growth in the City of
Carlsbad City and Eddy County is less than that of the State of
New Mexico it too has grown 2.9% since 2010. The significant
Figure 2‐8: Population Change – City / County, 2000‐2010
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economic investment in this area has prevented a population
decline that has occurred in several other areas of the state
and is beginning to grow.
Figure 2‐9: Population Change – City / County, 1920‐2010
S
o
u
S
ource: Bureau of Business and Economic Research, University of New Mexico
Figure 2‐10: Local Area Population – City / County, 2010 ‐2015
Source: Bureau of Business and Economic Research (Population Estimates), University of New Mexico
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Figure 2‐11: New Mexico County Population Percent Change, 2000‐2010
Source: US Census Bureau, 2010
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From 2015 through 2040, BBER projects population growth rates
to stay below 1% for Eddy County and to slow to 1% for the
statewide. See Figure 2‐12.
Figure 2‐12: Annual Growth Rate, 2010‐2040
Source: Bureau of Business and Economic Research, University of New Mexico
This projection results in a total growth of 21.2% between 2015
and 2040, to a population of 65,258 over a twenty‐five year
period. Eddy County population is expected to continue to grow
well into 2040, however after 2020, the rate of growth is
expected to progress at a slower pace. See Figures 2‐13 and 2‐14.
Figure 2‐13: Projected Total Population, Eddy County, 2010‐2040
Source: Bureau of Business and Economic Research, University of New Mexico
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Figure 2‐14: Projected Growth Rate, 2015‐2040
Source: Bureau of Business and Economic Research, University of New Mexico
According to the 2010 US Census, the community population
by age group for school age children has decreased 3.4% since
2000 for the City of Carlsbad and decreased at total of 5.6%
countywide. The chart below identifies the community
population for school age children for both 2000 and 2010.
Figure 2‐15: School Age Population, 2000‐2010
Source: US Census, 2000 & 2010 Census
Five Year Projected Growth Rate Percentage (%) 2015 - 2040
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2.3.2 Birth Rates
Birth rates in the United States began to decline in 2007 and
are at their lowest levels nationwide since World War II, while
New Mexico and Eddy County did not begin to experience this
decline until 2009 and began to rebound in 2011. Birth rates in
Eddy County over the past two years to more than the State of
New Mexico average, and are rebounding back to the county’s
historic average of 14.1 (births per 1,000) in the early part of
the 2,000’s. See Figure 2‐16.
Figure 2‐16: Birth Rates, 2003‐2012
Source: New Mexico Department of Health, Bureau of Vital Statistics and Health Statistics
Of those children born in Eddy County (outside the City of
Carlsbad) from 2001 to 2012 between 11‐23% enrolled in
kindergarten in the Carlsbad Municipal School District five
years later. Due to the increase of births county‐wide in 2006,
elementary enrollment has steadily increased each year and
will continue this trend over the next five years. On average,
CMSD provided schooling for 68% of the children born in Eddy
County for the period. See Figure 2‐17.
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Figure 2‐17: Eddy County Actual Births vs. Impact to CMSD
Source: New Mexico Department of Health, Bureau of Vital Statistics and Health Statistics
2.3.3 Household Size
The number of households increased in both Eddy County and
Carlsbad from 2000 and 2010 (300 households) and the
percent of households with children under age 18 increased,
contributing, in part, to the increase in school enrollment.
Figure 2‐18: Household Type and Size
Source: U.S. Census Bureau, 2010 Census Table DP‐1 Profile of General Population and Housing Characteristics.
Source: U.S. Census Bureau, 2010 Census Table DP‐1 Profile of General Population and Housing Characteristics.
City of Carlsbad Average Household Size: 2.5 Average Family Size: 3.03 Eddy County Average Household Size: 2.59 Average Family Size: 3.08
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2.3.4 Age Composition of Residents Living in the District
The school age cohort has increased slightly since 2000. The
population under 5 years of age declined slightly between 2000
and 2010. The cohort of women of child‐bearing age increased
between 2000 and 2010, while the proportions of main labor
force and retiree cohorts have increased substantially. During
the same period, the Census estimates Eddy County’s school
age cohort was 28.9 % of the total population.
The U.S. Census estimates the median age for 2010 was 48.2
years old in Eddy County and 37.6 years old for the city of
Carlsbad and the CMSD. The median age in New Mexico is
higher, at 45.5 years old. See Figures 2‐19 and 2‐20.
Figure 2‐19: Eddy County Residents by Age Group, 2000 & 2010
Source: US Census, Total County Population by Sex and Five‐Year Age Groups: 2000 and 2010
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Figure 2‐20: Carlsbad Incorporated Area Residents by Age Group, 2000 & 2010
Source: US Census, Total Incorporated Area Population by Sex and Five‐Year Age Groups: 2000 and 2010
2.3.5 Income
Per capita personal income was $42,466 in the City of Carlsbad
for 2010, according to the US Census which is higher than that
of Eddy County. The median family income in Carlsbad was
$51,394 as compared to the New Mexico median family
income of $51,994 in 2010. See Figure 2‐21.
The US Department of Commerce reports the following per
capita income trend for the ten year period from 2000‐2010 for
Eddy County.
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Figure 2‐21: Per Capita Income, Eddy County, 2000‐2010
Source: U.S. Dept. of Commerce, Bureau of Economic Analysis. Data released April 25, 2012.
Estimated household income in 2010 was $40,748 for Eddy
County, a 47.4% increase compared to 2000 ($21,460).
Household income in New Mexico in 2010 was lower, at
$33,342.2
2.3.6 Local Area Housing
While new housing has been built on an individual basis
throughout the City of Carlsbad, no new major housing
developments have been constructed since the mid to late
1960’s. Apartment complexes have also followed this trend as
well and no new apartments have been built in the area since
the 1970’s. With lack of available housing in the area, people
are living in local motels/hotels, sharing or multi‐generational
living in single family residences and also renting space in RV
2 U.S. Dept. of Commerce, Bureau of Economic Analysis. Data released April 25,
2012.
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parks and living in their RV’s and fifth‐wheels. According to
Denise Griffith, a local realtor for Means Realty, when existing
housing stock typically comes on the market, they are sold
quickly. With local banks primarily being the lenders for
mortgages, sub‐prime lending has been minimal and foreclosed
homes in the area average 10 or less per year.
According to Stephanie Shumsky (Carlsbad City Planner), the
pent up demand for housing is causing a shift of demographics
in the city of the existing population as new housing is
constructed; not a large in‐migration of new residents. While
new people have moved into the area in response to the local
economic conditions, many of these people are temporary. In
response to pent up demand in the area, three new apartment
complexes and three new housing developments (by Ken
Thurston Homes) are being constructed in Carlsbad to help
relieve the housing shortage. Many of the new houses being
constructed are being purchased by local residents looking to
move‐up into another area of town and are selling their older
homes.
The new housing and apartment developments are located in
three areas of the city: north, south and central area. The
northern developments (both completed and under
construction) will add approximately 240 new single family
homes and 371 apartment homes over the next four years,
they consist of:
Spring Hollow (off of Callaway Dr.) – Eight floor plans
available with square footages ranging between 1,461 –
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2,244. At this site will be a combination of 190 three
and four bedroom units with 1 ¾ ‐2 ½ baths both in 1
and 2 story configurations. Costs at this site range
between $188,900 – 234,395. At this time 110 of the
Phase 1 houses have been sold and are occupied. Phase
2 of this project will add an additional 80 houses.
Copperstone Apartments ‐ 1101 Calloway Drive.
Currently being constructed in three phases, there will
be a total of 371 one, two and three bedroom units.
Phase 1 consisted of construction of 118 one and two
bedroom units have been completed and are currently
100% leased. Phase 2 consisted of 128 two and three
bedroom units and is also 100% leased. Phase 3 is in the
pre‐leasing stage and will consist of 125 two and three
bedroom units. Construction is anticipated to begin in
April 2014, and take a year for complete build out
although units will be occupied as they are completed.
North of Copperstone and next to the Assisted Living
Center there is a 14‐lot subdivision that has been plated
will be constructed for senior living in the next two
years.
La Heurta Subdivision – This area consists of 1 acre lots
and custom homes. Currently the area is experiencing
in‐fill development at the rate of approximately 8
homes per year for the next five years.
Future:
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o Copperstone has an additional fifteen acres of
land as part of its existing property available that
it could construct an additional 225 units as part
of a future phase (unit configuration is
unavailable at this time).
o North of Copperstone Apartments, there is
another 228 unit apartment complex in the
planning stage. This area was rezoned by the
City of Carlsbad and platted in 2012.
The local elementary school that will be impacted by
these developments is Riverside Elementary.
The central area developments will add approximately 60 new
single family homes and 192 apartment homes, they consist of:
Cottonwood (off of Center Street) – At this location,
sixty new homes will be constructed with three floor
plans available and the square footages range between
1,500 – 1,862. There will be a combination of three and
four bedroom units with 2 ‐2 ½ baths both in 1 and 2
story configurations. Costs at this site range between
$155,500 – 184,900. Currently growth in this
subdivision is slow and there are only 20 constructed
and occupied.
Avalon at Carlsbad (Affordable Housing Designation) ‐
1907 San Jose Blvd. This project was completed in two
phases, with the first phase of construction of 112 units
(24 ‐ 2 bed/ 2 bath units, 40 ‐ 2 bed/ 1 bath units, 48 ‐ 1
bed/ 1 bath units) was completed in August 2012. The
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Phase 2 construction was completed in summer 2013
and consisted of 80 units (20 ‐ 2 bed/ 2 bath units, 24 ‐
2 bed/ 2 bath units, 36 ‐ 1 bed/ 1 bath units), all of the
units are leased to 95% of capacity.
The local elementary school that has potential for
impact by these developments is Puckett Elementary.
The remaining south and central area developments will add
approximately 114 new single family homes and 243
apartment homes, they consist of:
The Village at Carlsbad ‐ 3821 National Parks Hwy. Two
phases of construction for this location, with the first
phase of construction of 144 units (64 ‐ 2 bed/ 2 bath
units, 24 ‐ 2 bed/ 2 bath units, 56 ‐ 1 bed/ 1 bath units)
that will be finishing construction in February 2014 –
pre‐leasing is currently at 96%. Phase 2 construction
should start late‐summer 2014 and will consist of an
additional 96 units (24 ‐ 2 bed/ 2 bath units, 24 ‐ 2 bed/
1 bath units, 48 ‐ 1 bed/ 1 bath units). There is a waiting
list for the Phase 2 units.
Farmview (off of the Loving Hwy just past Calvani’s
orchard). With four floor plans available the square
footages range between 1,789 – 2,540. There will be a
combination of 114 three and four bedroom units with
2 ‐2 ½ baths both in 1 and 2 story configurations. Costs
at this site range between $224,990 – 281,800.
Currently the first two construction phases have been
completed and have resulted in 52 new homes. Many of
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these homes have been sold and are occupied. There
are three remaining phases in this area that will be
required to achieve the final build‐out of 114 homes.
The local elementary school that has potential for
impact by these developments is Pate Elementary.
With this shift of existing population, we can determine the
schools impacted by the new developments but it is very
difficult to determine the out‐migration of students from the
remaining elementary schools as their families may or may not
seek to relocate into the new housing that is becoming
available. With that in mind, there is a need to consider a new
larger replacement school located in the Riverside area and a
boundary adjustment to reallocate the remaining elementary
population through the remainder of the district’s schools.
Additionally, it appears that there may be an impact to the
capacity of both of the district’s two middle schools due to an
increase in birth rates in the early 2000’s.
Figure 2‐22: Housing Data, City of Carlsbad / Eddy County
Carlsbad New MexicoHomeownership rate, 2007-2011 71.7% 69.6%Housing units in multi-unit structures, percent, 2007-2011 11.9% 15.0%
Median value of owner-occupied housing $90,700 $161,800Households, 2007-2011 9,909 762,002Persons per household, 2007-2011 2.56 2.62
Source: U.S. Census Bureau, 2009‐2011 American Community Survey
2.3.7 Employment Trends
Major industries that provide employment in the area are
tourism, retail, government, and mining. Carlsbad’s economy
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is also driven by oil and gas production, potash mining, the
Waste Isolation Pilot Plant (WIPP), retirement, and agriculture.
All areas of the job sector have seen the largest growth since
1980, from 22 to 36% of all employment.3 See Figure 2‐23.
The growth in Eddy County and Carlsbad’s economy and as well
as population can be attributed to a specific in‐migration
pattern of workers that include:
• Temporary Worker – Assigned to the area for a short period
of time (1 week to 6 months). Typically a single worker or
with a family that is unlikely to move to the area.
• Transient (Traveler) Worker – Assigned to the area for a
specific period of time (6 months to 18 months +). Typically
a single worker or with a family that unlikely to move to the
area.
• Resident Permanent Worker – Assigned to the area
permanently. Many of these workers have families that will
move with them from another area or currently reside to
the Carlsbad Area.
• Non‐Resident Permanent Worker – Assigned to the area
permanently. Many of these workers have families that will
move with them from another area or currently reside in
communities outside of Carlsbad, such as Loving, Artesia,
rural settings.
It is the Resident Permanent Workers that have families that
will impact Carlsbad Municipal Schools.
Figure 2‐23: Employment by Industry, City of Carlsbad / Eddy County
3 Regional Economic Information System, Bureau of Economic Analysis, US
Department of Commerce
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 31
S
o
Source: U.S. Census Bureau, 2009‐2011 American Community Survey
Partial Listing of Carlsbad Employers: Carlsbad Employers:
• Intrepid Potash • Constructors, Inc. • WIPP • URS‐ EPD
(manufacturing) • PVT • Devon Energy • Carlsbad Medical
Center • Department of
Interior • City of Carlsbad • Westinghouse • Retail (Lowes,
Walmart, etc)
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 32
Sector 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010Grand Total 19,219 19,531 19,677 19,743 20,234 21,051 22,030 23,207 23,280 23,547Total Private 15,956 16,224 16,335 16,343 16,797 17,539 18,500 19,628 19,483 19,712 Ag. For. Fish. & Hunting 378 454 406 366 356 318 325 325 395 367 Mining 2,580 2,480 2,492 2,699 2,821 3,124 3,359 3,752 3,545 4,025 Utilities 130 130 132 128 122 122 137 140 169 175 Construction 1,101 1,088 1,162 931 1,064 1,113 1,491 1,921 1,801 1,689 Manufacturing 828 876 872 823 783 707 720 801 850 841 Wholesale Trade 453 441 433 461 471 483 531 562 511 527 Retail Trade 2,263 2,185 2,178 2,093 2,115 2,184 2,239 2,307 2,341 2,276 Transportation & Warehousing 764 724 752 760 787 793 847 808 687 729 Information 301 301 259 229 244 238 232 244 256 D Finance & Insurance 513 581 590 601 587 620 646 647 637 662 Real Estate & Rental & Leasing 336 439 403 389 407 410 442 393 397 414 Professional & Technical Services 355 386 446 473 515 406 449 782 881 D Management of Companies & Enterprises 37 42 42 186 179 230 206 194 146 D Administrative & Waste Services 1,306 1,331 1,311 1,291 1,396 1,734 1,729 1,487 1,429 1,455 Educational Services 31 36 53 44 41 40 38 37 36 42 Health Care & Social Assistance 1,981 2,171 2,248 2,306 2,240 2,258 2,332 2,434 2,633 2,605 Arts, Entertainment & Recreation 78 57 68 78 82 50 42 38 38 46 Accommodation & Food Services 1,725 1,701 1,686 1,664 1,750 1,834 1,924 2,004 2,020 1,911 Other Services, ex. Public Administration 793 798 802 820 831 868 810 752 712 694 Unclassified 2 7 2 2 6 7 1 1 0 DTotal Government 3,262 3,306 3,342 3,400 3,436 3,512 3,530 3,579 3,797 3,834 Federal 501 533 530 560 596 654 736 763 853 881 State 565 569 580 603 606 609 596 601 600 582 Local 2,196 2,204 2,232 2,237 2,235 2,250 2,198 2,215 2,344 2,371
Note: All years have been revised in accordance with U.S. Dept. of Labor, Bureau of Labor Statistics, databases.
New Mexico unemployment insurance (UI) law and related statutes. For a complete definition of covered employment see the attached definition sheet
AVERAGE ANNUAL COVERED WAGE AND SALARY EMPLOYMENT BY MAJOR INDUSTRIAL SECTOR EDDY COUNTY
D Withheld to avoid disclosing confidential data. Data that are not disclosed for individual industries are always included in the totals. Therefore, the individualindustries may not sum to the totals.
Figure 2‐24: Total Employees by Industry, Eddy County, 2001‐2010
Source: U.S. Dept. of Labor, Bureau of Labor Statistics, Quarterly Census of Employment and Wages. Table prepared by: Bureau of Business and Economic Research, University of New Mexico.
As Figures 2‐23 and 2‐24 indicates, total employment has
grown overall since 2000, from 19,219 employees to almost
23,547 employees in 2010, an increase of 22.5% over ten years.
Economic Opportunities have increased in the area through oil
production and other industries over the past several years:
• Intrepid Potash
• Yates Petroleum
• WIPP
• SunEdison
• Washington Tru Solutions
• Westinghouse
• Increase in Commercial & Retail (Ex. Lowes/ IHOP)
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 33
Figure 2‐25: Total Employment, Eddy County, 2009 – 2014 (January)
Source: New Mexico Dept. of Workforce Solutions, Economic Research and Analysis Bureau, Table A (2009‐2014)
According to the New Mexico Economic Development
Department, the unemployment rate for Eddy County in
January 2009 was only 3.8%, compared to 5.7% for the state.
As of January 2014, Eddy County had an unemployment rate of
3.9%, compared with 6.6% for the state. See Figure 2‐26.
Figure 2‐26: Unemployment Rate, New Mexico & Eddy County, 2009‐2014 (January)
Source: New Mexico Dept. of Workforce Solutions, Economic Research and Analysis Bureau, Table A (2009‐2014)
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 34
2.4 Enrollment
2.4.1 Enrollment 2012‐2018
The Carlsbad Municipal School District enrollment has
increased from 6,018 to 6,390 students over the last 10 years,
reflecting an overall average increase of almost 3.8%. However,
the district experienced a 4.7% decrease in enrollment from
2003/04 to 2008/09 due to poor economic conditions but has
since rebounded as of the 2013/14 school year by 7.3%. See
Figures 2‐27 and 2‐28.
This increase can be attributed to several population factors.
U.S. census data shows population stability or increase for the
county during the decade since the 2000 census, indicating
stable or increasing enrollment. Of this population, the portion
of those in their child‐bearing years has increased. Because
Carlsbad is the largest school district in the county, increasing
birth rates in Eddy County since 2006 also correlates to an
increase in elementary enrollment in the CMSD over the past
several years as well as future enrollment. Long term, the
increase in elementary enrollment will begin to impact the
district’s middle schools4 and high school in 2015 ‐2019.
4 As of the 2014/ 15 school year Alta Vista will become the 6th Grade Academy and PR Leyva will serve only grades 7th and 8th.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 35
Figure 2‐27: District‐wide 40‐Day Count Total Enrollment, 2004‐2013
Source: New Mexico Public Education Department
Figure 2‐28: Student Enrollment by School Type 2008‐2013
Source: New Mexico Public Education Department School Fact Sheets, 40‐Day Count Enrollment by District and Grade
Level, http://www.ped.state.nm.us/IT/schoolFactSheets.html
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 36
The following tables and charts (Figures 2‐29 through 2‐35)
reflect demographic information gathered from CMSD and the
New Mexico Department of Education.
Figure 2‐29: District Enrollment by Grade, 2004‐2013
2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14
Pre-Kindergarten 88 97 95 94 96 92 94 96 125 114
Kindergarten 451 493 474 468 497 470 469 469 494 555
Grade 1 464 480 462 464 462 436 458 463 482 510
Grade 2 440 445 471 464 447 470 419 451 470 477
Grade 3 391 447 458 465 476 440 477 435 450 466
Grade 4 474 393 430 453 467 462 441 486 441 473
Grade 5 479 484 395 437 471 450 456 440 506 471
Total 2,787 2,839 2,785 2,845 2,916 2,820 2,814 2,840 2,968 3,066
Grade 6 359 502 489 409 443 461 477 471 446 507
Grade 7 438 420 503 482 400 443 455 485 480 469
Grade 8 499 440 431 491 473 398 442 445 494 490
Total 1,296 1,362 1,423 1,382 1,316 1,302 1,374 1,401 1,420 1,466
Grade 9 510 590 445 474 527 467 392 460 485 482
Grade 10 455 495 522 435 415 473 468 389 457 450
Grade 11 398 357 409 407 362 374 426 408 351 414
Grade 12 365 360 321 349 384 339 387 373 376 321
Total 1728 1802 1697 1665 1688 1653 1673 1630 1,669 1,667Charter School 123 92 81 82 126 147 164 169 204 191
Total Enrollment 5,811 6,003 5,905 5,892 5,920 5,775 5,861 5,871 6,057 6,390
High School
Carlsbad Municipal Schools Historic Enrollment
Elementary
Middle School
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 37
Figure 2‐30: Early Childhood Education Student Enrollment by School and Grade, 2004‐2013
In the 2010‐2011 school year, the District created a separate
Pre‐school program to increase capacity for Kindergarten
students at the Early Childhood Center. At that time, pre‐
school students were moved to the Dr. E. M. Smith Elementary.
That school showed an enrollment of 96 students for the 2010‐
2011 school year and is currently at 108. Kindergarten
enrollment at the Early Childhood Center has increased over
the last several years and is expected to continue that trend
due to increased birth rates in the area over the past few years.
See Figure 2‐30.
Enrollment districtwide over the past five years has increased
in all grade levels and at all of the district’s schools. See Figures
2‐31 through 2‐34.
School Name 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014
Early Childhood Education Center Historic
Pre- Kindergarten 88 97 95 94 96 92 94 0 0 6
Kindergarten 451 493 474 468 497 470 469 469 494 555
458 430 437 449 464 510
%Change 9% -4% -1% 5.5% -5.2% 0.2% -16.7% 5.3% 13.6%
Total 539 590 569 562 593 562 563 469 494 561
Dr Emmitt Smith ECC Historic
Pre- Kindergarten 96 125 108
Kindergarten
%Change 30.2% -13.6%
Total 0 0 0 0 0 0 0 96 125 108
TOTAL 539 590 569 562 593 562 563 565 619 669
Carlsbad Municipal Schools Pre-K and Kindergarten Enrollments
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 38
Figure 2‐31: Elementary School Student Enrollment, 2004 – 2013
Figure 2‐32: Elementary School Student Enrollment, 2004 ‐ 2013
School Name 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014
Craft Elementary Historic
Kindergarten
First 39 37 33 43 36 48 35 63 53 47
Second 37 34 36 45 40 35 46 42 59 58
Third 27 41 34 39 36 44 40 46 44 53
Fourth 32 30 36 38 44 43 46 46 42 48
Fifth 38 46 35 40 42 35 45 47 44 46
%Change 9% -7% 18% -3.4% 3.5% 3.4% 15.1% -0.8% 4.1%
Total 173 188 174 205 198 205 212 244 242 252
Eddy Elementary Historic
Kindergarten
First 38 57 44 38 38 32
Second 41 41 53 42 40 31
Third 27 40 46 47 40 35
Fourth 45 27 39 48 46 34
Fifth 49 47 26 40 47 46
%Change 6% -2% 3% -1.9% -15.6% -100.0% 0.0% 0.0% 0.0%
Total 200 212 208 215 211 178 0 0 0 0
Hillcrest Elementary Historic
Kindergarten
First 51 51 51 52 59 46 76 71 55 64
Second 45 52 43 48 44 52 57 72 71 65
Third 36 48 56 45 50 43 71 51 55 67
Fourth 40 35 35 55 40 41 50 60 43 67
Fifth 42 36 38 38 59 41 53 49 66 48
%Change 4% 0% 7% 5.9% -11.5% 37.7% -1.3% -4.3% 7.2%
Total 214 222 223 238 252 223 307 303 290 311
Joe Stanley Smith Elementary Historic
Kindergarten
First 63 45 51 39 46 55 56 44 61 66
Second 42 55 50 47 46 60 52 57 40 58
Third 49 45 57 46 61 44 66 53 56 45
Fourth 47 54 39 55 48 49 47 68 50 61
Fifth 49 49 46 41 55 39 58 49 67 60
%Change -1% -2% -6% 12.3% -3.5% 13.0% -2.9% 1.1% 5.8%
Total 250 248 243 228 256 247 279 271 274 290
Monterrey Elementary Historic
Kindergarten
First 59 58 61 72 57 40 66 64 69 74
Second 62 56 51 56 72 65 46 62 62 65
Third 59 48 51 53 57 69 72 51 63 70
Fourth 65 58 46 49 55 57 75 73 53 67
Fifth 70 63 57 56 48 53 64 71 76 54
%Change -10% -6% 8% 1.0% -1.7% 13.7% -0.6% 0.6% 2.2%
Total 315 283 266 286 289 284 323 321 323 330
Carlsbad Municipal Schools Elementary Enrollments
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 39
School Name 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014
Pate Elementary Historic
Kindergarten
First* 55 56 44 50 50 38 38 41 56 56
Second* 53 55 60 48 46 48 29 46 53 50
Third 50 55 49 57 48 47 37 36 44 51
Fourth 67 40 51 45 54 48 40 43 35 36
Fifth 68 59 34 45 50 51 36 42 45 48
%Change -10% -10% 3% 1.2% -6.5% -22.4% 15.6% 12.0% 3.4%
Total 293 265 238 245 248 232 180 208 233 241* EM Smith 2003-2008 Enrollment for Grades 1 & 2 before schools combined
Puckett Elementary Historic
Kindergarten
First 35 57 48 45 44 51 56 41 52 52
Second 38 37 51 47 38 43 55 48 40 49
Third 30 39 42 49 44 41 53 44 46 42
Fourth 52 34 41 38 52 44 43 46 52 51
Fifth 46 51 38 40 37 51 42 40 50 53
%Change 8% 1% 0% -1.8% 7.0% 8.3% -12.0% 9.6% 2.9%
Total 201 218 220 219 215 230 249 219 240 247
Riverside Elementary Historic
Kindergarten
First 47 40 58 51 46 57 45 46 45 62
Second 54 44 46 62 46 47 55 45 45 49
Third 48 62 54 51 61 48 44 62 50 49
Fourth 54 52 64 57 48 64 54 47 61 55
Fifth 57 61 52 64 55 54 65 51 49 68
%Change 0% 6% 4% -10.2% 5.5% -2.6% -4.6% -0.4% 13.2%
Total 260 259 274 285 256 270 263 251 250 283
Sunset Elementary Historic
Kindergarten
First 77 79 72 74 86 69 86 93 91 89
Second 68 71 81 69 75 89 79 79 100 83
Third 65 69 69 78 79 69 94 92 92 89
Fourth 72 63 79 68 80 82 86 103 105 88
Fifth 60 72 69 73 78 80 93 91 109 94
%Change 4% 5% -2% 9.9% -2.3% 12.6% 4.6% 8.5% -10.9%
Total 342 354 370 362 398 389 438 458 497 443
TOTAL 2248 2249 2216 2283 2323 2258 2251 2275 2349 2397
Carlsbad Municipal Schools Elementary Enrollments
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 40
School Name 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014
Alta Vista Middle School Historic
Sixth 173 199 223 172 198 217 203 193 185 208
Seventh 186 178 206 218 179 200 212 203 190 186
Eighth 231 183 200 198 211 172 188 201 211 210
%Change -5% 12% -7% 0.0% 0.2% 2.4% -1.0% -1.8% 3.1%
Total 590 560 629 588 588 589 603 597 586 604
Feeder Schools: All Elementary Schools - Grade change effective 2014/15
P.R. Leyva Middle School Historic
Sixth 186 303 266 237 245 244 274 278 261 299
Seventh 252 242 297 264 221 243 243 282 290 283
Eighth 268 257 231 293 262 226 254 244 283 280
%Change 14% -1% 0% -8.3% -2.1% 8.1% 4.3% 3.7% 3.4%
Total 706 802 794 794 728 713 771 804 834 862
Feeder Schools: Alta Vista Middle School - Grade change effective 2014/15
TOTAL 1296 1362 1423 1382 1316 1302 1374 1401 1420 1466
Carlsbad Municipal Middle School Enrollments
Figure 2‐33: Middle School Student Enrollment, 2004 – 2013
Figure 2‐34: High School Student Enrollment, 2004 – 2013
Carlsbad Municipal Schools High School Enrollments
School Name 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014
Carlsbad High School Historic
Ninth 510 590 445 474 527 467 392 460 485 482
Tenth 455 495 522 435 415 473 468 389 457 450
Eleventh 398 357 409 407 362 374 426 408 351 414
Twelfth 365 360 321 349 384 339 387 373 376 321
%Change 4% -6% -2% 1.4% -2.1% 1.2% -2.6% 2.4% -0.1%
Total 1728 1802 1697 1665 1688 1653 1673 1630 1669 1667
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 41
Figure 2‐35: District Charter School Enrollment, 2004 – 2013
School Name 2004/2005 2005/2006 2006/2007 2007/2008 2008/2009 2009/2010 2010/2011 2011/2012 2012/2013 2013/2014
Jefferson Montessori Historic (District Charter)
Kindergarten 7 4 3 8 16 21 15 16 21 20
First 10 5 5 4 6 21 14 18 11 16
Second 18 14 5 6 6 10 22 17 23 15
Third 12 3 8 4 7 11 23 23 17 23
Fourth 7 9 4 6 11 10 11 21 26 9
Fifth 6 6 6 3 8 13 9 8 24 23
Sixth 6 8 6 4 9 11 10 7 14 18
Seventh 13 3 8 12 14 10 16 10 12 11
Eighth 7 8 6 7 10 11 14 14 15 15
Ninth 10 8 12 7 11 6 6 11 14 9
Tenth 18 11 7 10 10 7 11 10 12 15
Eleventh 9 8 6 6 6 8 9 8 9 9
Twelve 0 5 5 5 12 8 4 6 6 8
%Change -25% -12% 1% 53.7% 16.7% 11.6% 3.0% 20.7% -6.4%
Total 123 92 81 82 126 147 164 169 204 191
Carlsbad Municipal Schools District Charter School Enrollments
2.4.2 Projected Enrollment 2014‐2019
District enrollment projections are developed based on a
cohort survival method which is the standard for projecting
school enrollments. In this method:
The number of students in a cohort (a group of students in a
certain age group who move together through one grade level
to the next) is tracked through past grades.
Survival rates (ratios of the number of students who remain
from one year to the next) are calculated from historical
enrollments.
Prevailing birth rates (for kindergarten) and average survival
rates (for other grades) are used to calculate future
enrollments.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 42
As warranted, ratios were adjusted slightly to reflect major
factors identified during the growth analysis such as the
construction of additional housing. Since the cohort survival
method addresses students who are currently in the system, it
tends to be fairly accurate from five to seven years.
Three enrollment projection scenarios were developed, based
on trends during the past seven years:
Low Range ‐ based on the average enrollment trends from
2007‐08 to 2013‐14. It assumes that the longer range trends
will prevail over the current faster growth rate and will have an
average annual growth rate of ‐0.4% including the District’s
Charter School.
Mid Range ‐ based on the average enrollment trends of the
past seven years, 2007‐08 to 2013‐14, with some downward
adjustment for the middle school, consistent with current
trends. This range is considered to be the most likely scenario
since it assumes continuing growth over the planning horizon.
Its average annual growth rate is 2.5% including the District’s
Charter School.
High Range ‐ based on the average enrollment trends from
2007‐08 to 2013‐14. This range assumes escalating elementary
enrollment that progresses through middle and high schools.
Its average annual growth rate is 4.0% including the District’s
Charter School.
See Figures 2‐36 to 2‐47.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 43
Figure 2‐36: CMSD District Schools Projected Enrollment Low‐High Range, 2014‐19
Figure 2‐37: District‐Wide School Projected Enrollment ‐ Moderate, 2014‐19
Note: District Charter School is NOT included in the above charts (see Figure 2‐38 for inclusion). Figure 2‐38: District‐Wide School Projected Enrollment By Grade Level, 2014‐19
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 44
Elementary Forecast
109 124 135 99 113 123 104 119 127 108 123 134 106 121 131 107 122 133
553 591 613 538 575 588 489 523 533 515 550 576 534 571 592 525 561 582
436 510 581 433 505 572 404 470 536 382 446 509 428 501 567 445 522 588
469 525 582 452 521 601 434 512 587 407 479 553 396 465 528 447 522 588
435 496 547 474 543 605 462 542 620 444 527 600 422 499 575 413 487 554
431 488 542 433 511 570 471 557 620 466 553 630 453 545 615 438 523 598
444 496 555 432 505 564 438 526 594 471 563 630 480 573 647 464 570 636
2,875 3,229 3,554 2,860 3,272 3,623 2,801 3,248 3,617 2,792 3,241 3,632 2,820 3,275 3,655 2,840 3,307 3,678
Middle School Forecast
496 513 529 523 540 558 532 550 568 554 572 591 593 613 632 604 624 644
496 517 540 502 522 546 529 551 575 539 561 586 560 583 609 600 624 652
442 466 475 487 513 547 493 519 553 519 547 583 529 557 593 550 579 617
1,435 1,495 1,544 1,512 1,576 1,650 1,554 1,619 1,695 1,612 1,680 1,759 1,682 1,753 1,835 1,754 1,827 1,913
High School Forecast
489 516 542 444 490 517 486 540 573 491 546 587 518 575 619 527 580 630
455 465 460 461 497 517 419 472 496 459 520 546 464 526 560 489 555 590
397 415 421 401 428 431 407 458 489 370 435 464 404 480 504 409 485 525
355 376 403 351 377 396 363 389 408 373 416 459 341 396 433 364 436 473
1,695 1,771 1,826 1,657 1,792 1,860 1,674 1,860 1,966 1,692 1,918 2,057 1,727 1,977 2,116 1,788 2,055 2,218
6,005 6,495 6,924 6,029 6,640 7,133 6,030 6,727 7,278 6,096 6,839 7,448 6,228 7,005 7,605 6,382 7,189 7,809
-3.1% 4.8% 11.7% 0.4% 2.2% 3.0% 0.0% 1.3% 2.0% 1.1% 1.7% 2.3% 2.2% 2.4% 2.1% 2.5% 2.6% 2.7%
Jefferson Montesorri Charter School Forecast
139 193 239 138 192 246 140 195 246 142 195 246 146 196 247 148 199 250
6,145 6,688 7,162 6,167 6,832 7,379 6,169 6,922 7,525 6,238 7,034 7,694 6,375 7,200 7,853 6,529 7,388 8,059
-3.8% 4.7% 12.1% 0.4% 2.2% 3.0% 0.0% 1.3% 2.0% 1.1% 1.6% 2.3% 2.2% 2.4% 2.1% 2.4% 2.6% 2.6%
2014-15 2015-16 2016-17 2017-18 2018-19
CARLSBAD MUNICIPAL SCHOOLS DISTRICTWIDE ENROLLMENT PROJECTIONS 2014-2019
Total District Enrollment WITHOUT Charter School Enrollment
Total District Enrollment Including Charter School
2019-20
Figure 2‐39: CMSD District Schools Projected Enrollment Elementary Low‐High Range, 2014‐19
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 45
Figure 2‐40: Pre‐K and Kindergarten Schools Projected Enrollment, 2013‐18
Early Childhood Education Center Forecast
Pre- Kindergarten
Kindergarten 553 591 613 538 575 588 489 523 533 515 550 576 534 571 592 525 561 582
509 591 578 495 575 562 450 523 511 474 550 538 492 571 558 483 561 549
%Change -1.4% 5.3% 9.2% -2.7% -2.7% -4.0% -9.1% -9.1% -9.4% 5.3% 5.3% 8.2% 3.7% 3.7% 2.7% -1.7% -1.7% -1.7%
Total553 591 613 538 575 588 489 523 533 515 550 576 534 571 592 525 561 582
Pre- Kindergarten 109 124 135 99 113 123 104 119 127 108 123 134 106 121 131 107 122 133
Kindergarten
%Change 0.7% 14.7% 25.2% -9.1% -9.1% -9.1% 5.3% 5.3% 3.7% 3.7% 3.7% 5.4% -1.7% -1.7% -2.4% 1.1% 1.1% 1.8%
Total109 124 135 99 113 123 104 119 127 108 123 134 106 121 131 107 122 133
Total662 715 748 637 687 711 593 641 660 623 673 711 640 692 723 632 683 715
2019/2020
Dr Emmitt Smith ECC Forecast
School Name
Carlsbad Municipal Schools - Early Childhood & Kindergarten Projections
2014/2015 2015/2016 2016/2017 2017/2018 2018/2019
Figure 2‐41: CMSD Elementary School Enrollment Projections, 2014‐19
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 46
School Name
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 46 55 63 45 54 61 43 49 56 44 51 58 44 53 61 44 54 63
Second 46 48 58 46 53 65 44 53 59 42 48 57 44 53 58 46 54 62
Third 51 59 67 44 48 61 47 55 65 44 50 57 41 47 58 45 54 59
Fourth 50 55 64 50 62 69 44 50 63 49 55 68 44 51 59 45 50 62
Fifth 46 52 62 48 57 66 52 63 71 44 51 65 51 57 70 46 52 62
%Change -5.4% 6.8% 24.6% -2.4% 1.2% 2.4% -1.2% -1.4% -2.4% -2.9% -4.9% -2.6% 0.7% 2.2% 0.3% 0.8% 1.0% 0.7%
Total 238 269 314 233 272 321 230 269 314 223 255 305 225 261 306 227 264 309
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 48 55 66 46 54 64 42 49 58 43 49 58 47 57 66 49 59 64
Second 57 65 73 48 56 68 45 54 68 41 50 61 44 54 62 47 59 70
Third 56 67 71 56 68 75 49 58 72 46 57 70 43 54 64 45 56 67
Fourth 57 68 75 54 68 74 52 68 77 48 58 73 45 60 72 46 57 68
Fifth 59 68 76 55 70 77 53 70 78 50 69 75 46 62 74 44 62 74
%Change -11.1% 3.8% 15.8% -6.3% -2.5% -0.8% -6.6% -4.8% -1.5% -5.6% -5.5% -4.4% -1.3% 1.4% 0.6% 2.8% 2.5% 1.9%
Total 277 323 360 259 315 357 242 300 352 228 283 336 225 287 338 232 294 345
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 50 63 71 52 61 69 48 56 63 45 53 60 50 61 69 53 62 70
Second 62 69 76 54 65 73 52 62 72 50 59 65 49 57 65 55 67 73
Third 54 62 64 65 71 78 53 66 75 53 64 73 53 62 68 52 59 68
Fourth 41 48 53 55 63 65 62 70 79 54 67 76 55 67 75 54 63 69
Fifth 56 63 69 43 50 55 54 62 66 60 68 78 57 69 77 56 67 75
%Change -9.6% 5.2% 14.9% 2.5% 1.8% 2.1% -0.1% 1.6% 4.4% -2.1% -1.5% -1.1% 0.5% 1.6% 0.8% 1.6% 0.7% 0.2%
Total 262 305 333 269 310 340 269 315 355 263 311 351 264 316 354 269 318 355
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 50 59 70 51 62 70 47 56 65 44 53 61 54 63 72 56 66 74
Second 67 76 80 55 63 73 53 63 71 48 57 67 49 58 62 57 67 75
Third 61 68 72 71 79 83 58 67 75 55 66 73 53 62 71 53 61 66
Fourth 67 73 78 61 72 76 73 81 85 60 69 77 60 71 77 56 66 75
Fifth 64 71 74 67 76 80 60 73 79 70 79 83 64 74 78 63 74 78
%Change -6.3% 5.1% 13.3% -1.2% 1.1% 2.2% -4.9% -3.1% -1.6% -4.5% -4.6% -4.0% 0.9% 1.1% -0.1% 1.8% 1.7% 2.1%
Total 309 347 374 306 351 382 291 340 376 278 324 361 280 328 360 285 334 368
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 50 58 66 54 61 70 48 55 66 43 51 60 50 59 68 51 60 69
Second 51 58 64 50 61 69 55 63 72 47 57 67 45 53 62 52 62 70
Third 46 52 57 50 59 67 51 64 71 56 64 73 49 59 69 47 56 64
Fourth 45 50 56 42 51 59 49 59 66 48 61 68 55 62 71 48 62 67
Fifth 33 38 43 44 52 57 43 53 61 50 60 66 50 62 70 57 66 73
%Change -6.3% 5.7% 18.7% 6.4% 11.7% 12.6% 2.5% 3.5% 4.4% -0.6% -0.6% -0.7% 1.4% 0.8% 1.7% 2.5% 4.0% 1.0%
Total 226 255 286 240 284 322 246 294 336 245 293 334 248 295 339 255 307 343
Carlsbad Municipal Schools Elementary Enrollment Projections
Craft Elementary Forecast
Hillcrest Elementary Forecast
Joe Stanley Smith Elementary Forecast
Monterrey Elementary Forecast
Pate Elementary Forecast
2019/20202014/2015 2015/2016 2016/2017 2017/2018 2018/2019
Figure 2‐42: CMSD Elementary School Enrollment Projections, 2014‐19
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 47
School Name
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 51 60 68 50 58 67 45 53 60 40 48 56 48 56 64 53 61 69
Second 48 53 60 52 61 70 49 59 69 46 54 62 41 48 57 48 57 65
Third 45 50 60 47 54 63 51 61 73 50 60 70 47 54 63 41 49 60
Fourth 39 46 53 44 50 64 47 55 65 52 62 74 51 61 71 48 55 67
Fifth 47 55 63 40 47 58 46 53 66 48 56 68 53 64 76 52 62 74
%Change -6.3% 6.5% 23.7% 0.8% 2.4% 5.2% 2.1% 4.4% 3.6% -1.0% -0.7% -1.2% 1.3% 1.4% 0.6% 1.4% 0.2% 1.1%
Total 231 263 306 233 269 321 238 281 333 236 279 329 239 283 331 242 283 335
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 57 69 76 55 67 74 54 66 72 50 60 67 55 65 72 58 71 80
Second 57 66 73 63 70 79 55 69 76 54 67 75 50 62 69 59 66 73
Third 46 51 60 58 69 74 65 74 82 56 72 80 56 71 78 52 64 72
Fourth 45 54 62 45 53 62 57 71 77 64 76 85 55 74 83 58 74 81
Fifth 55 59 68 47 58 67 47 58 68 59 78 84 67 81 91 58 82 90
%Change -8.3% 5.9% 19.8% 3.5% 6.1% 5.1% 3.8% 6.4% 5.4% 1.9% 4.8% 3.9% -0.2% -0.7% 0.5% 0.7% 1.6% 1.1%
Total 260 300 339 269 318 356 279 338 376 284 354 390 283 352 392 285 357 397
Kindergarten Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi Low Mid Hi
First 83 91 100 79 88 97 77 86 95 72 80 89 80 87 96 82 88 98
Second 80 90 98 84 92 105 80 89 99 77 87 100 74 81 93 82 91 100
Third 78 88 95 83 96 105 88 98 107 83 95 104 80 91 103 77 87 98
Fourth 86 94 102 81 93 101 87 101 109 92 103 110 87 98 108 84 97 108
Fifth 84 90 99 88 96 103 83 95 105 89 102 111 94 104 111 89 104 109
%Change -7.4% 2.2% 11.6% 1.2% 2.7% 3.4% -0.3% 1.0% 0.7% -0.2% -0.3% -0.1% 0.5% -1.2% -0.8% -0.2% 0.9% 0.5%
Total 410 453 495 415 465 512 414 470 515 413 468 515 415 462 510 414 467 513
Total 2,214 2,514 2,807 2,224 2,585 2,913 2,208 2,607 2,957 2,170 2,568 2,921 2,180 2,583 2,932 2,208 2,623 2,963
Puckett Elementary Forecast*
Sunset Elementary Forecast
Riverside Elementary Forecast*
Carlsbad Municipal Schools Elementary Enrollment Projections
2019/20202014/2015 2015/2016 2016/2017 2017/2018 2018/2019
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 48
Figure 2‐43: Projected Middle School Student Enrollment ‐ Low‐High Range, 2014‐19
Figure 2‐44: Projected Middle School Student Enrollment, 2014‐19 (Grade Reconfiguration effective 2014/15)
School Name
Sixth 496 513 529 523 540 558 532 550 568 554 572 591 593 613 632 604 624 644
Seventh
Eighth
%Change -17.9% -15.1% -12.4% 5.4% 5.4% 5.4% 1.8% 1.8% 1.8% 4.1% 4.1% 4.1% 7.0% 7.0% 7.0% 1.8% 1.8% 1.8%
Total 496 513 529 523 540 558 532 550 568 554 572 591 593 613 632 604 624 644
Sixth
Seventh 496 517 540 502 522 546 529 551 575 539 561 586 560 583 609 600 624 652
Eighth 442 466 475 487 513 547 493 519 553 519 547 583 529 557 593 550 579 617
%Change 8.9% 14.0% 17.7% 5.4% 5.4% 7.6% 3.3% 3.3% 3.2% 3.5% 3.6% 3.6% 3.0% 3.0% 2.9% 5.6% 5.6% 5.6%
Total 939 982 1,015 989 1,035 1,092 1,021 1,069 1,128 1,058 1,107 1,168 1,089 1,140 1,202 1,150 1,203 1,269
TOTAL 1,435 1,495 1,544 1,512 1,576 1,650 1,554 1,619 1,695 1,612 1,680 1,759 1,682 1,753 1,835 1,754 1,827 1,913
2014/2015 2015/2016 2016/2017 2017/2018 2018/2019 2019/2020
P.R. Leyva Middle School Forecast
Alta Vista 6th Grade Academy Forecast
Carlsbad Municipal Middle School Enrollment Projections
Figure 2‐45: Projected High School Student Enrollment ‐ Low‐High Range, 2014‐19
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 49
Figure 2‐46: Projected High School Student Enrollment, 2014‐19
Carlsbad Municipal Schools High School Enrollment Projections
School Name
Ninth 489 516 542 444 490 517 486 540 573 491 546 587 518 575 619 527 580 630
Tenth 455 465 460 461 497 517 419 472 496 459 520 546 464 526 560 489 555 590
Eleventh 397 415 421 401 428 431 407 458 489 370 435 464 404 480 504 409 485 525
Twelfth 355 376 403 351 377 396 363 389 408 373 416 459 341 396 433 364 436 473
%Change 1.7% 6.3% 9.5% -2.3% 1.2% 1.9% 1.0% 3.8% 5.7% 1.1% 3.1% 4.6% 2.0% 3.1% 2.9% 3.6% 4.0% 4.8%
Total 1,695 1,771 1,826 1,657 1,792 1,860 1,674 1,860 1,966 1,692 1,918 2,057 1,727 1,977 2,116 1,788 2,055 2,218
Carlsbad High School Forecast
2014/2015 2015/2016 2016/2017 2017/2018 2018/2019 2019/2020
Figure 2‐47: Projected Alternative/ Charter School Enrollment, 2014‐19
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 50
Kindergarten 17 20 23 15 19 23 17 21 24 16 20 23 16 20 23 14 18 20
First 15 19 23 12 17 21 13 16 20 12 15 19 13 17 21 13 18 22
Second 13 18 22 15 18 22 15 21 24 15 20 24 15 19 23 17 22 27
Third 8 12 17 12 16 18 11 15 18 13 16 21 11 15 20 12 14 18
Fourth 16 22 27 9 14 18 13 18 21 12 17 20 15 18 22 13 17 22
Fifth 5 8 13 15 21 26 9 14 19 13 18 22 12 17 21 15 18 22
Sixth 14 18 21 5 7 13 12 17 21 7 13 17 12 16 21 11 15 19
Seventh 12 16 19 12 17 22 4 6 12 11 15 19 6 11 16 10 14 19
Eighth 8 11 15 11 17 21 12 17 23 5 7 13 11 16 21 6 12 17
Ninth 9 14 17 7 15 18 12 16 21 11 16 21 5 7 10 10 15 20
Tenth 7 10 14 10 13 17 8 14 18 13 16 20 12 15 18 5 8 11
Eleventh 9 13 16 6 9 13 8 11 15 6 12 15 11 14 18 10 13 16
Twelve 6 9 12 8 10 14 5 8 12 8 10 13 7 11 14 11 14 18
%Change -27.0% 0.8% 24.9% -1.1% -0.3% 3.1% 1.2% 1.5% 0.1% 1.4% -0.1% 0.0% 3.3% 0.5% 0.4% 0.9% 1.7% 1.2%
Total139 193 239 138 192 246 140 195 246 142 195 246 146 196 247 148 199 250
2019/2020
Jefferson Montessori Forecast (District Charter)
School Name
Carlsbad Municipal Schools - District Charter School Projections
2014/2015 2015/2016 2016/2017 2017/2018 2018/2019
2.4.3 Methods Used to Project CMSD Enrollments
Analysis of History
First, birth trends were compared to kindergarten trends.
There has been a correlation between the birth rates and
students entering kindergarten. Carlsbad is the largest school
district in Eddy County and is the territory for which birth data
can be studied. The birth numbers portend a rise in
elementary enrollment numbers over the next five years.
The historical data includes birth trends only emerging at the
outset of the economic recession. The recession has had two
demographic effects on Carlsbad and the state and nation.
First, birth rates have declined (however not below historic
rates for Eddy County), and appears to be temporary as
families delay having children in the face of difficult times.
Second, the economic recession has caused a notable
reduction in migration as people “stay put” in the face of
uncertainty, including remaining in multi‐generational housing
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 51
situations. Immigration to the United States has fallen off
dramatically according to US Census Bureau estimates.
The projections employ cohort progressions, for example,
ratios of fifth graders this year to fourth graders last year. A
historical review of progression ratios was performed with and
without the charter school, Jefferson Montessori. It is clear
from reviewing these data that Jefferson Montessori was
growing in the past five years as a result of reductions in
enrollment potential for other schools in the district. However,
Jefferson Montessori has no further plans for net growth
beyond current students, or student cohort numbers.
United States census data shows a steady population increase
for the county during the decade since the 2010 census, and
these data form a basis for enrollment projections. The
progression ratios confirm that there has been some net
migration growth in the school district due to improving
economic conditions.
Projection Overview
The method employed is a modified top‐down method,
meaning district totals are projected first. In order to initiate
the projections for district totals, kindergarten must first be
projected and synchronized with birth trends. Enrollments are
within grade for this phase of calculation, and include Special
Ed C and Special Ed D students.
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2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 52
The historical pattern of the progression ratios by grade shows
stability once all district students have been accumulated,
including Jefferson Montessori Charter School. The grade
progression ratios are then projected, giving more weight to
the most recent numbers.
The economic recession has not impacted the demography of
Eddy County as significantly as the state and nation. All
indications are that recovery from the recession is happening in
Carlsbad. More recent historical trends are expected to be
good indicators to project the five‐year future.
The birth synchronized Kindergarten numbers are distributed
to the ECEC and Jefferson Montessori according to their most
recent proportions. This arithmetic is simple, and ECEC has
almost all the kindergarteners in the district.
For all but Jefferson Montessori, elementary schools use the
district average progression ratios applied to each school,
which maintains the unique school‐level cohort sizes that
existed in fall 2013. Each elementary school is progressed
individually in the projection until transition to middle school.
The transition to middle school numbers returns to the district
totals, also tracking cohorts, and projected totals are
proportionally allocated to the two middle schools. With
entering cohorts computed, the existing cohorts in the two
middle schools are each progressed through grade according to
district progression average but applied to each school’s
unique cohort size pattern.
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2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 53
Returning to the transition district total progressed numbers,
entering high school numbers are apportioned to Carlsbad High
based upon the proportion in 2013, and then progressed by
grade to 12th grade. As a comment, the progression ratios do
not assume any change in drop‐out rates, which are a factor in
cohort losses in Carlsbad.
All of those computations leave a residual set of numbers,
which were placed into Jefferson Montessori Charter and
Grace House according to the evaluation of cohort sizes and
past trends now tempered by no expectation of future
significant growth in either physical facility. Jefferson
Montessori has some growth potential already built into
existing cohort sizes and district progression rates.
2.4.4 Conclusions
Enrollment projections will increase across the district by
approximately 2.5% annually as a mid‐range projection by
2019. District elementary schools are expected to be impacted
the most with an increase in enrollment as they have the least
capacity to absorb additional students.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 54
2.5 Utilization and Capacity
In order to calculate the capacity of a district’s school facilities,
it is important to first determine the total space available for
teaching and how it is currently being utilized. Utilization is the
total available space for teaching and how this space is being
used, and capacity is the amount of space available for
teaching in the context of the current educational program of a
school.
Guidelines developed by the state were used in the
determination of how each space was classified in terms of
utilization and capacity. A chart for each school was completed.
Utilization and capacity changes from year to year are
dependent upon the use of the facility; therefore, an annual
update of the use of each facility is recommended.
Methodology used to determine utilization and capacity
involved the following steps:
1. Each principal was asked to review and update
information;
2. Programs and current on site educational strategies
were discussed and documented;
3. A detailed walk through inventory of each school was
conducted in conjunction with a detailed assessment of
the physical facilities;
4. A classification of the current use and the availability or
deficit of space for the current educational programs
was completed;
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 55
5. Recommendations based on additions and
reconfiguration of existing space were compiled;
6. Additional information and comments were
documented;
7. A summary of these findings was sent to the District’s
Superintendent for review.
2.5.1 Existing and Future Classroom Needs
An analysis of the future classroom needs is based on a facility
inventory, demographic analysis, and capacity and utilization
analysis. The conclusion is that the District will require
additional classrooms to satisfy changing demographics before
2018. Additionally, the District has indicated the desire to
renovate and replace aging school facilities. The following
analysis was completed to aid in this decision.
An identification and inventory of all space within each school
was conducted in 2014 by the FMP planning team. A detailed
inventory of each school includes information regarding the
number of classrooms and their current use (regular classroom,
special education, music, art, etc.) as well as other spaces used
for teaching.
Classroom capacity is based on using State maximum Pupil
Teacher Ratios. The District strives to reduce these ratios to
improve educational services. Currently the district has eight
elementary schools, two middle schools, one high school, one
kindergarten (early childhood) center, one pre‐kindergarten
center, and one K‐12 charter school.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 56
The demographic analysis for each school shows some
variables in enrollment from year to year, with some growth
enrollment due to changing economic conditions (incoming
business growth) and increased birth rates. In response, the
consolidation of some facilities and addition of others will be
needed. A utilization and capacity chart was developed for
each school and shown in the School Facility Summaries in the
Appendix. The following Capacity Analysis Summary Table
Figure 2‐48 was developed from the information generated in
these charts and updated in 2014.
Figure 2‐48: School Capacity Summary
The utilization of the schools is shown on the following
utilization analysis summary. The elementary school utilization
is between 93 and 100 percent utilization. The 93% utilization
is found in only one school, all other elementary schools are
Capacity Analysis
School Name Enrollment CapacityAvailable Seats 2014
Available Seats 2018
Growth/ Decline
EM Smith 109 67 (43) (55) 12
ECE 562 423 (139) (148) 9
Jefferson Montessori 204 269 65 73 (8)
Craft 252 258 6 (3) 9
Hillcrest 311 302 (9) 15 (24)
Joe Stanley 290 280 (9) (35) 26
Monterrey 321 325 4 (3) 7
Pate 254 258 4 (37) 41
Pucket 256 238 (19) (46) 27
Riverside 323 260 (63) (92) 29
Sunset 443 433 (10) (29) 19
Alta Vista 586 714 128 101 27
PR Levya 834 979 145 (161) 306
Carlsbad HS 1651 2118 467 141 326
Totals 6396 6924 527 (279) 806
ECEC
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2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 57
utilized at 96‐100%. The utilization of the middle schools and
high school is low at 59 to 75%.
Utilization and capacity analysis support the conclusion that
there is sufficient space available in the middle and high
schools to accommodate growth. The Facilities Master Plan
emphasizes primarily upgrades to the Elementary Schools. It is
recommended that future master planning efforts consider
changes at the high school and middle school to increase
efficiency and utilization.
Figure 2‐49: Utilization Summary
The current number of available elementary school seats
(capacity shown in Figure 2‐48) not including special use spaces
for music, computer labs, bilingual programs and special
education in ½ size classrooms, is ‐94 seats (calculated by the
Utilization Analysis
School Start Time End Time # Periods Utilizaton Notes
EM Smith 8:00 2:25 100% High
ECEC 8:00 2:30 100% High
Jefferson Mont 8:00 3:30 6 100% High
Craft 8:00 2:50 5 100% High
Hillcrest 8:00 2:50 5 93% High
Joe Stanley 8:00 2:50 5 100% High
Monterrey 8:00 2:50 5 96% High
Pate 8:00 2:50 5 100% High
Puckett 8:00 2:50 5 100% High
Riverside 8:00 2:50 5 100% High
Sunset 8:00 2:50 5 100% High
Alta Vista 8:00 3:30 8 59% Low
PR Leyva 8:00 3:30 8 59% Low
Carlsbad HS 8:00 3:40 7 74% Adequate
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 58
number of classrooms times the potential students per room
minus the current enrollment). By 2018, the number of
additional needed seats will be 228, or approximately 10
classrooms.
Figure 2‐50: Elementary School Capacity
This deficit of seats indicates that, due to the age and size of
some elementary schools, consolidation of boundary areas and
replacement of at least some facilities will be needed to
provide additional capacity and improve programs.
Elementary school re‐districting is recommended to create
evenly populated schools in the 600 student range – as they
are easier to maintain and more efficient in terms of staffing
and facilities use.
‐200
‐100
0
100
200
300
400
500
Craft Hillcrest JoeStanley
Monterrey Pate Pucket Riverside Sunset
Stu
den
ts
Enrollment
Capacity
Available Seats 2014
Available Seats 2018
Elementary Capacities 2014-18
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 59
Currently, the middle schools and high school have sufficient
capacity to accommodate current and projected school
populations. See Figure 2‐51. The middle schools have 273
seats currently open, and the high school has 467 open seats.
This available capacity is expected to shrink in 2018, however,
to ‐60 open middle school seats in 2018, and 141 high school
seats.
Figure 2‐51: Middle and High School Capacity
(500)
0
500
1000
1500
2000
2500
Alta Vista PR Levya Carlsbad HS
Enrollment
Capacity
Available Seats 2014
Available Seats 2018
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 60
2.5.2 Student Capacity Analysis at Each School Site
The school capacities were analyzed using both the classroom
square footage and the PTR capacity. A summary of each
school’s capacity and utilization analysis:
Early Childhood Education Center
ECEC current school capacity is 423 based on PTRs of 15
students per teacher. The current student population is 562; a
maximum projection of 710 or an increase of 148 students.
The school currently is deficient by 139 seats and this deficit
will increase to 148 by 2018. Approximately ten (10) new
classrooms will be needed.
E.M. Smith Pre‐School
E. M. Smith current school capacity is 67 based on PTRs of 10
students per teacher. The current student population is 109.
Overall projected population could increase to 164 leaving a
deficit of 55 seats. Five new classrooms will be needed if the
program were to remain at its current location. The district is
considering to relocate the program to the Puckett Elementary
site once the new Pate Elementary is constructed.
Craft Elementary School
Craft current school capacity is 258 based on classroom size.
The current student population is 252; a maximum projection
of 261 or an increase of 9 students. The school currently has 3
open seats and will be deficit by 3 in 2018. No classrooms will
be needed.
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2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 61
Hillcrest Elementary School
Hillcrest current school capacity is 302 based on classroom size.
The current student population is 311; a maximum projection
of 287 or a decrease of 15 students. The school currently has a
deficit of 9 seats but will have 15 available seats by 2018. No
new classrooms needed.
Joe Stanley Elementary School
Joe Stanley current school capacity is 280 based on classroom
size. The current student population is 290; a maximum
projection of 316 or an increase of 36 students. The school
currently has a deficit of 10 seats and will be deficient by 56
seats by 2018. Approximately two (2) new classrooms will be
needed.
Monterrey Elementary School
Monterrey current school capacity is 325 based on classroom
size. The current student population is 321; a maximum
projection of 328 or an increase of 3 students. The school
currently has 4 available seats and will be deficient 3 seats by
2018. No new classrooms needed.
Pate Elementary School
Pate current school capacity is 258 based on classroom size.
The current student population is 254; a maximum projection
of 295 or an increase of 41 students. The school currently has
4 available seats and will be deficient 37 seats by 2018. Two (2)
new classrooms would be needed.
Puckett Elementary School
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 62
Puckett current school capacity is 238 based on classroom size.
The current student population is 254; a maximum projection
of 283 or an increase of 27 students. The school currently has
a deficient of 19 seats and will be deficient 46 seats by 2018.
Two (2) new classrooms would be needed.
Riverside Elementary School
Riverside current school capacity is 260 based on classroom
size. The current student population is 323; a maximum
projection of 352 or an increase of 29 students. The school
currently has a deficit of 63 seats and will be deficient 92 seats
by 2018. Five (5) new classrooms would be needed.
Sunset Elementary School
Sunset current school capacity is 433 based on classroom size.
The current student population is 443; a maximum projection
of 462 or an increase of 19 students. The school currently has
a deficit of 10 seats and will be deficient by 29 seats by 2018.
Two (2) new classrooms would be needed.
Alta Vista Middle School
Alta Vista’s current school capacity is 714 based on classroom
size. The current student population is 604 students. Overall
projected population will increase to 613 with reconfiguration
into the district’s 6th Grade Academy in 2014/15. There is
sufficient space to accommodate changing programs and
additional students.
P. R. Leyva Middle School
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 63
P R Leyva’s current school capacity is 979 based on classroom
size. The current student population is 862 students. Overall
projected population will increase to 1,140 with
reconfiguration to a 7th / 8th Grade school in 2014/15. There
will be a deficit of 131 seats by 2018 necessitating six (6) new
teaching spaces.
Carlsbad High School
Carlsbad High School’s current school capacity is 2,118 based
on classroom size and 2,040 based on PTRs. The current
student population is 1,667 students. Overall projected
population will increase to 1,977. There is sufficient space to
accommodate changing programs and additional students.
Jefferson Montessori Academy
Jefferson Montessori Academy’s current school capacity is 269.
The current student population is 191 students, kindergarten
through twelfth grade. There are currently 78 seats available
and will be 73 seats available in 2018. Classroom space is
sufficient in the near future.
2.5.3 Special Factors Influencing Facility Use
Special factors influencing the facility use includes special
programs for Music, Title I and Bilingual classes at the
elementary school level. The special education programs also
play a major role in space use beyond general classrooms.
Although most schools currently have inclusion, space for
resource rooms and Level D classrooms are present.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 64
The District has open enrollment that allows students to attend
schools outside of their zone if there is capacity within the
school.
Another influence is the current configuration of the
boundaries. A review of the map shows that some schools
draw from pockets of geographical area. Re‐districting has
been discussed in above and is recommended as part of the
school replacement effort by the district. No other influences
were identified.
2.5.4 Strategies to Accommodate Needs
The CMSD will continue to experience growth over the next
five years due to expanded economic growth and increased
birth rates in the local area. These factors are expected to
impact the district primarily at the elementary level.
In response to an overall growth of approximately 241
elementary students by 2019, and the need to improve
elementary educational programs district wide the district
intends to replace smaller elementary schools with new
600 student schools. These new schools will provide the
needed additional capacity as well as operate more
efficiently and be able to provide more programs to
students such as music, PE, art, and extracurricular
activities.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 65
The main focus of the 2014 ‐2019 Facilities Master Plan is to
address the needs of the Elementary Schools. The District’s
Elementary Schools were all constructed between 1920 and
1956.
One of the District school goals is to upgrade all Elementary
Schools to a consistent educational environment by
providing program equity at all schools. Therefore, the
majority of projects identified are Elementary School
replacements.
Four elementary schools have been identified for facility
replacement. Pate, Riverside, Sunset and Joe Stanley Smith
Elementary Schools have determined by the District’s
Facilities Committee for replacement and funding has been
approved by the district’s voters through the February 2014
GO Bond Election. Two of schools have sufficient site area
to build new facilities, improve school access, student drop‐
off, parking, playgrounds, and other school infrastructure
needs. However, it is recommended that both Pate and
Riverside Elementary School sites be removed to new
locations. Once the new schools are constructed, the only
remaining original elementary school will be Hillcrest
Elementary.
Once the new schools are constructed, re‐districting of the
elementary school zones to evenly disperse the student
populations at each school will be required.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 66
2.6 Technology
Carlsbad Municipal School District has an IT department which
strives to keep the district and its students current in terms of
available technology and the necessary infrastructure.
Inasmuch, the district has implemented a formal technology
plan. The most current version, the 2012‐2014 Technology
Plan, is included in the appendix of the Master Plan.
The goals of the plan:
Assure that at every grade level, students progress to
become skilled computer users.
Introduce students to a broad array of technological
skills with opportunities to develop specialized skills in
their interest area.
Integrate technology as part of each teacher’s
instructional tools by providing the necessary leadership
and skills to implement and support a technologically
assisted plan of instruction.
Through technology, foster student instruction beyond
the traditional school day and year.
Develop a capital improvements purchase, placement
and replacement schedule.
Develop, implement and upgrade the systems to
manage the district’s data in an integrated and
computerized manner
CMSD believes the District must strive to provide students with
varied experiences to enhance the development of creative
and problem solving skills. In the technological realm, students
should be exposed to a variety of technological equipment and
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 67
software. Multiple facet exposures equip the student to
evaluate and determine which tools best meet personal and
professional objectives. To this end, the District has computer
labs, smart labs, classroom computers and software in place
and available for use in meeting the district’s Educational Plan
for Student Success (EPSS) goals and for meeting state
technology standards
Professional development is recognized as an essential
component towards teacher effectiveness in the
implementation of technology based curriculum. In response,
the Technology Plan devotes an entire section to define
strategies for academic achievement and teacher effectiveness.
The administrative needs of the district cover a wide range of
functions:
Student Information System (Principal’s Aide) for collecting
and reporting consistent information regarding student
attendance, grades, graduation rates and indicators for
meeting state standards and benchmarks.
Electronic Grade Book (Teacher’s Aide) for input and
maintenance of student grades and attendance at the
classroom level. This information is then transferred into
the student information system to produce progress
reports, report cards and transcripts.
Finance System for tracking and maintaining all funds
received and all expenses on an annual basis. Also includes
an inventory tracking system of all capital outlay purchases.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 68
Cafeteria System for tracking and maintenance of student
meals accounts.
Library System for the tracking and maintenance of all
library materials and for progress reports on the use of
these materials.
The utilization of video cameras in crucial surveillance
areas.
All of the technology labs and classroom computer units are
replaced on a rotational basis of approximately five to six years
to insure that the hardware is the most current. All operating
system software installed on these units has built‐in
accessibility features.
The Facilities Master Plan will provide funds that will utilize the
existing data infrastructure to provide improved
communications District‐wide. In addition, funds are provided
to increase video surveillance at the middle school level. All
other District needs will be provided with HB‐33 funds as
defined in the Technology Plan.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 69
2.7 Energy Management Program
The Carlsbad Municipal School District has made energy
reduction a primary goal in all new projects and renovations.
Replacement of single pane windows with double paned
windows at the Middle Schools and replacement of ballasted
roofs with TPO, white reflective roofs are two of the initiatives
the District has employed in recent years. It is recommended
that as major projects for the Facilities Master Plan are
implemented that the following energy saving initiatives be
considered:
1. Lighting upgrades
a. Lighting accounts for 35% of building energy use (E
source)
Use better lighting technologies: T8 lamps, reflectors,
compact fluorescents “High Performance” T8 lamps are
a good option for retrofits because they are available in
4’ lengths and can be used to replace T12 or less
efficient T8. T5 lamps are more efficient, but currently
only come in metric sizes.
Electronic ballasts average 12% more efficiency than
magnetic ballasts
b. Controls
Occupancy sensors
Scheduling
Daylight harvesting – continuous dimming via
photo‐sensor technology
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 70
Demand response – automatic feedback from
energy management system/utility use signals
c. Operations and Maintenance
Manage lamp lumen depreciation
Eliminate dirt accumulation
Control system maintenance
Control purchasing and inventory
d. Daylighting
Use highly reflective paints
Light pipes to deliver light from roof or exterior wall
mounted reflectors
2. Reduce Supplemental Loads
a. Corporate purchasing policy
Energy Star or other high performance qualification
DOE procurement policies (FEMP)
EPA procurement resources
Employee energy conservation training
b. Upgrade the building envelope (general)
Increase insulation values
Decrease infiltration
Manage radiation
c. Upgrade the building envelope (windows)
Window films – retro‐application to reduce heat
transfer ($1.35 ‐ $3.00/SF installed, energy star
building upgrade manual)
Interior window shading – blinds, retro‐fit light
shelves
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 71
Exterior shading – exterior blinds, shade screen,
awnings, overhangs, vegetation (trees, bushes,
vines)
New window upgrade – double glazing, low‐e,
spectrally selective glass, gas fill, thermal break.
d. Upgrade the building envelope (roof)
Lower roof surface temperature by 50 ̊‐70 ̊F with
highly reflective surface
Insulate around structural members for internally
insulated roofs
3. Ventilation/Air Handling System
a. Optimize Zone‐Level Performance
Zone mixing dampers
Reheat coils
Thermostat control (recalibrate)
Prevent overcooling
Disable reheat systems in summer months
Regulate static pressure (check static balancing
dampers)
b. Convert constant volume system to variable volume
Achieve approximately 40% air volume reduction
Average costs are between $1‐$4/SF, Energy star
building upgrade manual
c. Fan Sizing
Replace oversize fans
Install high efficiency motors, energy efficient belts,
and variable speed drives, larger pullys
Increase equipment life + occupant comfort
d. Modify Controls
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 72
Optimize schedules – adjust per seasons
/occupancy
Supply air temperature set point adjustment
Pressure modification
e. Economizer cooling (must consider ventilation/IAQ
issues)
Basic dry‐bulb economizer
Enthalpy economizer
Differential enthalpy economizer
f. Demand‐controlled ventilation
CO2 sensors with feedback to outside air intake
Can save $.05‐$1.00/SF/year, Energy Star building
upgrade manual
4. Heating and Cooling
a. Central heating systems – boilers and furnaces
Boiler Tune‐up – water treatment, air/fuel ratio,
boiler pressure, steam leaks, clean heat exchange
surfaces
Boiler system retro‐fit – add insulation, install VSD
controls on pump motors, install controls
(combustion, supply temperature, stack
economizer to capture waste heat, baffle inserts to
increase heat transfer,
Replace old boiler with more efficient model,
consider smaller (higher efficiency) boilers in series
Steam system upgrades – insulate distribution and
return lines, install wide‐dead band thermostats to
induce longer on‐off cycles + decrease demand
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 73
Replace existing furnace with energy efficient
model
Install supply temperature controls
b. Packaged Roof Top Units
Replace old equipment with new high‐efficiency
models. Achieve highest EER within budget,
consider control systems – setback scheduling, VAV
capability, interface with energy management
system
Upgrade existing rooftop system – verify cooling
capacity and duct size capacity are appropriately
sized, Install EER+ heat‐exchange module
c. Air‐side Economizers
Uses dampers to use increasing amounts of outside
air for space cooling
d. Energy Recovery
Technologies capable of recovering 50‐80% of
heating/cooling energy
e. Night Pre‐cooling
Cost savings can range from 5%‐30%
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 74
2.8 Capital Funding
2.8.1 History of Capital Funding
General Obligation Bonds
The Carlsbad community has generously supported the funding
of capital improvements within the Carlsbad Municipal School
District in the past. The community passed a $7.1 million bond
authorization in 2004 and 2007, $7.0 in 2011 and another $60
million was approved in February 2014.
The district has worked vigorously to implement the
community’s mandate for improved school facilities. Recent
projects have included roof replacements, mechanical, window
replacement, small projects and renovations. The 2011‐2015
Master Plan provided funding to improved restroom, cafeteria
and communications upgrades throughout the District which
was completed in 2011‐2012.
The declined debt service on the 2004, 2007, and bonds kept
tax rates at a stable level without a tax increase. However,
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 75
with the increased facility needs in the district, a $60 million
Bond was passed in February 2014 that increased taxes by
approximately 2.7% over the previous rate. A history of the
bond sales are represented in Figure 2‐52.5
Figure 2‐52 Bond Sales Authorized 2013‐2019; provided by RBC Capital Markets
CURRENT DEBT
2007 ELECTION $7,100,000
EST TAX$6.000 SER 2004 $1.100 SER 8/1/04 TOTAL DEBT RATE
TYE 98%10/31 PRIN 8/1 COUPON INTEREST PRIN 8/1 COUPON INTEREST PRIN 8/1 COUPON INTEREST PRIN INTEREST TOTAL COLLEC
2014 500,000 3.90% 39,500 250,000 4.00% 164,725 750,000 204,225 954,225 1.3372015 500,000 4.00% 20,000 210,000 4.00% 154,725 710,000 174,725 884,725 0.4742016 500,000 4.00% 146,325 500,000 146,325 646,325 0.3362017 850,000 4.13% 126,325 850,000 126,325 976,325 0.4932018 1,225,000 3.70% 91,263 1,225,000 91,263 1,316,263 0.6452019 1,225,000 3.75% 45,938 1,225,000 45,938 1,270,938 0.605
Callable 8/1/12 TOTAL $1,000,000 $59,500 $0 $0 $4,260,000 $729,300 $5,260,000 $788,800 $6,048,800
Callable 8/1/16 11/20/2007 8/1/2008
CURRENT DEBT PROPOSED DEBT
2011 ELECTION 2012 EDUCATION TECH NOTES 2013 EDUCATION TECH NOTES 2014 ELECTION
EST TAX$7,000,000 SERIES 2011 $600,000 SERIES 2012 $0 SERIES 2013 $30,000,000 SERIES 2014 $30,000,000 SERIES 2016 TOTAL DEBT RATE
TYE 98%10/31 PRIN 8/1 COUPON INTEREST PRIN 2/1 COUPON INTEREST PRIN 10/1 COUPON INTEREST PRIN 8/1 COUPON INTEREST PRIN 8/1 COUPON INTEREST PRIN INTEREST TOTAL COLLEC
2014 435,000 2.00% 155,900 150,000 0.36% 3,870 1,335,000 363,995 1,698,995 1.3372015 315,000 2.00% 147,200 150,000 0.58% 3,330 4,675,000 3.75% 1,343,750 5,850,000 1,669,005 7,519,005 4.0012016 535,000 2.00% 140,900 150,000 0.79% 2,460 5,325,000 3.75% 949,688 6,510,000 1,239,373 7,749,373 4.0052017 425,000 2.00% 130,200 150,000 0.85% 1,275 1,000,000 3.75% 750,000 3,350,000 4.00% 1,200,000 5,775,000 2,207,800 7,982,800 4.0062018 300,000 3.00% 121,700 1,000,000 3.75% 712,500 3,750,000 4.00% 1,066,000 6,275,000 1,991,463 8,266,463 4.0282019 300,000 3.00% 112,700 1,775,000 3.75% 675,000 1,300,000 4.00% 916,000 4,600,000 1,749,638 6,349,638 2.9992020 500,000 3.00% 103,700 2,000,000 3.75% 608,438 2,000,000 4.00% 864,000 4,500,000 1,576,138 6,076,138 2.7852021 600,000 3.25% 88,700 2,000,000 3.75% 533,438 2,000,000 4.00% 784,000 4,600,000 1,406,138 6,006,138 2.6722022 650,000 3.25% 69,200 2,000,000 3.75% 458,438 2,000,000 4.00% 704,000 4,650,000 1,231,638 5,881,638 2.5402023 650,000 3.25% 48,075 2,000,000 3.75% 383,438 2,000,000 4.00% 624,000 4,650,000 1,055,513 5,705,513 2.3922024 770,000 3.50% 26,950 2,000,000 3.75% 308,438 2,000,000 4.00% 544,000 4,770,000 879,388 5,649,388 2.2992025 2,000,000 3.75% 233,438 2,000,000 4.00% 464,000 4,000,000 697,438 4,697,438 1.8532026 2,000,000 3.75% 158,438 2,000,000 4.00% 384,000 4,000,000 542,438 4,542,438 1.7392027 2,225,000 3.75% 83,438 2,500,000 4.00% 304,000 4,725,000 387,438 5,112,438 1.9022028 2,500,000 4.00% 204,000 2,500,000 204,000 2,704,000 0.9682029 2,600,000 4.00% 104,000 2,600,000 104,000 2,704,000 -0.018
TOTAL $5,480,000 $1,145,225 $600,000 $10,935 $0 $0 $30,000,000 $7,198,438 $30,000,000 $8,162,000 $71,340,000 $17,305,398 $88,645,398
Callable: 6/22/2011 8/1/2012 2/8/2012 2/1/2013 10/31/2012 10/1/2013 5/21/2014 8/1/2015 8/1/2016 8/1/2017
CARLSBAD MUNICIPAL SCHOOL DISTRICT$60 MILLION BOND ELECTION IN 2014 AND $20 MILLION BOND ELECTIONS THEREAFTER (TAX RATE = $4.00 LEVEL)
2004 APRIL ELECTION - $7,100,000$6,000,000 $1,100,000
$7,000,000 $60,000,000
Education Technology Notes (“ETNs”)
CMSD currently utilizes the Education Technology Notes for
districtwide technology improvements from hardware,
software to infrastructure. The district currently has $600,000
outstanding and is expected to issue another $850,000 in June
2014. ETN’s impact 6% of the district’s bonding capacity.
3 The District Financial Consultant is RBC Capital Markets, 6301 Uptown Blvd. NE, Suite 110, Albuquerque, New Mexico 87110, (505) 872‐5999. In July, 2013 RBC provided an update of the financial outlook for the District.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 76
Mill Levies
CMSD currently has a 2.0 mill levy in place to take advantage of
state matching funds under the NM Senate Bill 9 Program. The
most recent election was in February 2013. CMSD receives
$2.5M under the program.
CMSD currently has a 1.923 mill levy in place under NM House
Bill (HB33). HB33 funding is used most extensively for
remodeling, additions to, providing equipment for, furnishing
public school buildings, and purchasing or improving public
school grounds. HB33 Revenues provides $2.5 million per year.
Critical Capital Outlay Funds
All NM public school districts are eligible to receive New
Mexico Public School Capital Outlay Council (PSCOC) funds.
The district must compete with other districts for this funding.
CMSD’s match for this funding source is 75%. The state match
for this funding source is 25%. At this time, CMSD receives no
PSCOC funds.
Legislative Appropriations
CMSD can receive special appropriations granted by the
legislature. At this time, CMSD has direct appropriations
totaling $1,464,448 from the State Legislature.
Federal Impact Aid and Public Capital Outlay Fund
CMSD does not receive PL874 Federal Impact Aid funds. CMSD
does not receive funding from the Public School Capital Outlay
fund.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 77
History of Assessed Valuation
As of 2013, Carlsbad has a higher assessed valuation from the
oil and gas industry which accounts for up to 53.07% of the
Total Assessed Valuation. This value has also increased for
Non‐residential to 28.56% and decreased for Residential to
18.37% of the Total Assessed Valuation. The overall assessed
valuation has increased in the last five years to the current
2013 figure of $1,849,262,907.
Figure 2‐53, History of Assessed Valuation
2009 2010 2011 2012 2013
Residential 268,676,238$ 286,543,417$ 302,951,793$ 316,147,144$ 339,562,512$
Non-Residential 515,253,443 493,618,903 533,023,077 644,452,287 528,225,404
Oil and Gas 924,942,783 427,213,272 587,268,989 796,351,028 981,474,9911,708,872,464$ 1,207,375,592$ 1,423,243,859$ 1,756,950,459$ 1,849,262,907$
% Change Over Previous Year 23.4% -29.3% 17.9% 23.4% 5.3%
Comparison of Tax Rates to Other School Districts
CMSD has a history of much lower than average tax rates as
compared to surrounding area school districts. The following
chart is a comparison of Carlsbad Municipal School District’s tax
rate to other surrounding area Districts. The current tax rate
for CMSD is 5.837 mills and will increase to 8.510 in 2014/15. In
tax year 2014, the District’s debt service tax rate will be
approximately at the same level of other similar‐sized schools.
Figure 2‐54, Comparison of Tax Rates to Surrounding Area Districts
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 78
Current Debt Management Plan
The current Debt Management allowed for a $60 million bond
election in February 2014 that will result in a tax increase for
the community. In addition, the district’s outstanding declining
debt service could permit new bonds in future without a tax
increase. The final maturity maximum is thirteen years. The
parameters and approach to the current Debt Management is:
Create capacity by retiring debt as quickly as cash
flow from tax levy will permit;
Attractive scheduling to bond buying community;
Constitution limits amount of bonds outstanding to
6% of 2013 Assessed Value;
Valuation (A.V.) as follows: $ 1,849,262,907 x .06 =
$ 110,955,774;
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 79
A.V. growth assumption is 3%. Higher growth rates
permit more rapid pay down of debt;
Target debt service rate for tax year 2015: $4.00 level /
$1,000 of assessed valuation.
District is currently bonded to 37.3% capacity and
will be bonded to 44.52% in 2018.
2.8.2 Current and Future Financial Resources
The current CMSD tax rate of 5.837 mills, is the result of the
district’s current $11,340,000 outstanding in general obligation
bonds, and a total of $8,397,000 for SB‐9 and HB‐33 funds. The
Carlsbad School District has an opportunity to impact the lives
of the district’s young children with the replacement of four
elementary schools over the next four years. The plan is as
follows:
Increase GO Bond debt service tax rate to approximately
$4. 010 mills which is lower than the State average of
$4. 938 (based on the recent 2014 bond election).
Maintain HB33 levy at $ 2.00 and SB9 levy at $2.00
The District’s total capital improvements tax rate (SB9,
HB33, G/O Bonds and Notes) would
be approximately $ 8.510 (based on the recent 2014 bond
election).
Bond election in 2014 for $60 million
$30 million available in 2014
$30 million available in 2016
Bond election in 2018 for $20 million with no additional tax
rate increase.
Facilities Master Plan 2014‐2019 Carlsbad Municipal School District
2.0 Existing and Projected Conditions Carlsbad, New Mexico
Section 2 | 80
$10 million available in 2018
$10 million available in 2020
Bond election in 2022 for $20 million with no additional tax
rate increase.
• $10 million available in 2022
• $10 million available in 2024
• Total capital funding generated by the proposed plan: $100
million.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 1
3.1 Total Capital Needs
The total capital needs are derived from the facility needs
identified on each campus, an evaluation of capacity versus
available area, and incorporates overall District goals for
improvements. A detailed evaluation and list of findings for
each school campus may be found in the Appendices.
The 2010 Facility Advisory Committee (FAC) was assigned the
task of working together with district planners and architects
to review data and establish priorities for the FMP. The new
Facility Master Plan 2014‐2019 builds upon the findings of the
previous plan. The 2014 Facility Advisory Committee (FAC)
prioritized the overall District goal of improving facility
conditions district‐wide and program equity at the district’s
elementary schools and worked with the district planners and
architects to establish a pathway in which to replace the
district’s aging elementary schools with larger more efficient
new schools. A GO Bond was passed in February, 2014 with
the expressed intent to design and construct four new
elementary schools.
3.1.1 Facility and Project Needs
This FMP updates and incorporates changes which may have
occurred from any prior documentation of facilities and the
work completed in 2010. The enrollment of each facility was
reviewed to determine the ability of the facility to
accommodate changes in the programs.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 2
Overall enrollment in the district has risen over the past
several years. This is a significant change from the previous
FMP which indicated a more moderate growth pattern. This
has prompted the District to re‐assess facility needs for
elementary schools.
The overriding goals for the 2014‐2019 FMP includes:
The district intends to replace seven of the existing
schools with four larger capacity elementary schools
for 600 students each under the current GO Bond cycle
and to either replace or renovate and construct an
addition to the remaining existing elementary school
(Hillcrest) into a STEM magnet elementary school to
accommodate the growing needs of the district in the
future.
Growth at the kindergarten and pre‐school levels will
impact the current facilities over the next five years.
The plan includes options for the pre‐school program
at EM Smith Pre‐school and the Early Childhood
Education Center. The projects at these schools are
currently un‐funded in this FMP cycle through the
current GO Bond, however, may receive funding
through SB‐9 or HB‐33 monies, or possible future GO
Bond.
The conversion of Alta Vista Middle School to a 6th
Grade Academy will occur in school year 2014‐2015.
P.R Leyva Middle School will be dedicated to 7th and 8th
grades. The planning team has completed a
preliminary evaluation of the space utilization to
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 3
determine if there are capacity issues associated with
this program change. The 2010 projects identified for
these schools were then assessed to correspond to the
program needs. The projects at these schools are
currently un‐funded in through the current GO Bond,
however, may receive funding through SB‐9 or HB‐33
monies or possible a future GO Bond.
The following illustrations on pages 3|6‐3|7, show School
Replacement Plans based on Mid‐Range and High‐Range
Elementary Enrollment Projections. The schools that are
highest on the PSCOC ranking list are those that are targeted
for replacement. The illustrations show the schools to be
replaced (new, high capacity schools will replace the existing
schools) and the movement of students from the other
schools. The illustration also shows the 40‐day counts for
2012/13 and 2013/14, the 2018/2019 projections and the
current classroom capacity of the schools. The “Additional
Seats” shows the available seats after the construction and
district attendance zone reboundering of the new 600 student
school. This illustration was used as a tool for understanding
not only the plan but the capacity issues at each of the
schools.
The Mid‐range Consolidation Plan indicates that will be some
capacity in the new schools for growth beyond the 2018‐2019
projections. The High‐range Consolidation Plan shows
minimal capacity for growth beyond the 2018‐2019
projections. Hillcrest Elementary will be pivotal in the
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 4
determination of accommodating growth. The need for an
additional 550 to 600 student capacity school would be
determined by a re‐examination of the growth in the next
FMP or update.
The School Consolidation Plan Mid‐Range Projections
explained:
Riverside Elementary School is ranked #45 and has a
projected enrollment of 352 students. Of the
projected capacity of Monterey Elementary School, the
new Riverside Elementary will accommodate 220
students and have a remaining capacity of 28 seats.
This will allow for some flexibility to accommodate
additional grow.
Pate Elementary School is ranked #32 and has a
projected enrollment of 295 students. Puckett
Elementary has a projected enrollment of 283 students
to be accommodated in the new Pate Elementary
School. A 22 seat capacity will remain after this
consolidation.
Joe Stanley Smith Elementary School is ranked #33 and
has a projected enrollment of 316 students. Craft
Elementary has a projected enrollment of 261 students
to be accommodated in the new school. An
additional 23 seats will be available for future growth.
Sunset Elementary is ranked #31 and has a projected
enrollment of 462 students. An additional 108
students from Monterrey Elementary will attend this
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 5
new school. An additional 30 seats will be available for
growth.
The School Consolidation Plan High‐Range Projections
implications:
If the High‐range projections are realized, then each of
the new schools will meet the 600 student capacities
with no room for growth. At this point, Hillcrest will
become important in relieving the capacity at the new
schools. Option 1. Build a 550 student school, which
would only allow for 19 additional seats District‐wide;
Option 2. Build a 600 student school, which would
allow an additional 69 seats District‐wide. In other
words, more students could be housed at Hillcrest,
allowing for growth at the other schools. The decision
to build a 550 or 600 student school will be made in
the next FMP cycle based on a re‐assessment of the
projections.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 6
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ves
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acit
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are
clas
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om
s o
nly
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 7
Sch
oo
l Co
nso
lidat
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lan 2
018‐
2019
Hig
h P
roje
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280
Pat
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Sch
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Sch
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246
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on
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Nu
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f St
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/Mo
ves
Cap
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are
clas
sro
om
s o
nly
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 8
Facility Resolution Plan
What will happen to the facilities once the new facilities are
constructed?
The facilities will be demolished, sold or the lower ranking
facilities will be re‐purposed to accommodate other District
needs. The higher ranking facilities will be demolished or the
property sold. The following illustration on page 3‐10 shows
the plan for each of the facilities.
Riverside Elementary will be constructed on a new site
acquired from the BLM. The current site is in a desirable
location that is conducive to residential development. The
property will be sold.
The new Pate Elementary School will be constructed on
the north end of the existing Puckett site which is currently
vacant land owned by the district. Depending on the final
design and site needs of the new facility, if the existing
Puckett facility is able to remain, the district may consider
to re‐purpose the building for use as a pre‐school facility
and relocating the program from the EM Smith facility.
This will allow the pre‐school program to expand and the
EM Smith location to be possibly sold. It should also be
noted that the new Pate Elementary will be for grades 1st
through 5th only and would not be conducive to sharing
facilities with the potential pre‐school program that could
be relocated into the Puckett facility as the programmatic
needs of both schools are vastly different as well as the
age groups of students.
Joe Stanley Smith Elementary facility will either be
constructed on the existing site or a site nearby. The
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 9
building will be demolished if the new school is built on‐
site or the land will be sold with the existing facility or be
demolished.
The new Sunset Elementary School will be constructed on
the existing site and the existing structure will be
demolished.
Once the new schools are open, then the Pate and Craft
Elementary sites will be sold; demolition of the schools will
be determined as part of the sale of the property. The
current EM Smith School may be sold in its current
condition if the students are able to relocate to the re‐
purposed Puckett facility.
Once Riverside and Sunset are complete, the students
from Monterrey Elementary will move, allowing for the
demolition of that facility and the site will be re‐purposed
for a new Freshman Academy. This site is preferred for
this use, since it is adjacent to the high school which
means the freshmen can utilize the existing facilities
without duplicating the space on the new campus.
Hillcrest Elementary will be retained. A new facility or an
addition to the facility to increase the capacity will be
decided during the next master planning effort in 2018.
Given the growth anticipated in the kindergarten program,
the Early Childhood Education Center will likely require an
addition. This is an un‐funded project for this bond cycle.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 10
Sch
oo
l Co
nso
lidat
ion P
lan f
or
Pre‐s
cho
ol a
nd E
lem
enta
ry F
acili
ties
Riv
ersi
de
Elem
enta
ry
Sch
oo
lB
uild
on n
ew s
ite
Rep
lace E
xist
ing
Sch
oo
ls, I
ncr
ease
Cap
acit
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Joe
Stan
ley
Smit
hEl
emen
tary S
cho
ol
Bu
ildo
n e
xist
ing
site o
rad
jace
nt
pro
per
ty
Sun
set
Elem
enta
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Sch
oo
lB
uild
on e
xist
ing
site
Cra
ft E
lem
enta
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Sch
oo
l
Mo
nte
rrey
Ele
men
tary
Sch
oo
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New
On‐S
ite
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Aca
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Hill
cres
t El
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Sch
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Pat
e El
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Sch
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on P
uck
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Site
Sell
Pro
per
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Sch
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Site
Bu
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LM D
on
ated
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d
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Pro
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Ret
ain
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Sch
oo
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EM S
mit
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Sch
oo
l
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mit
h S
cho
ol
May s
ell a
s is t
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eco
op
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cost
s
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sEa
rly
Ch
ildh
oo
d
Cen
ter
* D
epen
den
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n f
ina
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ign a
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ite
nee
ds
of
the
new
60
0 s
tud
ent
Pa
te E
lem
enta
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MSD
BO
E w
ill m
ake f
ina
l det
erm
ina
tio
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f h
ow f
aci
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s
(EM S
mit
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Pu
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) w
ill b
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roce
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*
*
*
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 11
State Funding Assistance
The Carlsbad Municipal Schools anticipates application for
state funding assistance. Therefore, the school rankings by
PSCOC played a major role in the prioritization of the projects
since the four replacement schools all ranked within the top
100 schools in the state to receive PSCOC funding. The
district’s priorities are as follows:
Pate Elementary ranked number 32;
Riverside Elementary ranked number 45;
Joe Stanley Smith ranked number 33; and
Sunset Elementary ranked number 31.
The School District does not anticipate applying for PSCOC
funding for any other projects at this time.
Cost Estimating
Cost estimates for this FMP were based on the most current
construction data available. Costs for major projects include
the maximum allowable construction cost (MACC) and
additional funds for owner incurred project costs. Owner
incurred project costs include the architect and engineering,
movable furnishings and equipment, a small percentage for
administration which includes fees and surveys, and New
Mexico Gross Receipts Tax. The owner incurred soft costs
were generally determined using a percentage (15‐25%) of the
MACC plus contingency and escalation factors. The estimates
a construction contingency of 10%, and escalation is
calculated at 4% per year compounded.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 12
3.2 Prioritization Process
3.2.1 Facilities Master Plan Process
The Facility Advisory Committee (FAC) was assigned the task
of working together with district planners and architects to
review data and establish priorities for the FMP. A diagram of
the overall process and steps utilized in this FMP are detailed
in Figure 3‐1 below:
Figure 3‐1 Master Plan Process Diagram
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 13
Pre‐Assessment activities, field, and data assessments of all
school and district facilities were conducted in 2010 and
updated in 2014. The following types of activities and
information were gathered in order to compile the eventual
recommendations to the FAC committee:
3.2.2 Educational Facilities Assessments
Facility Analysis
Walk‐through Assessments of each school were conducted in
2010 and deemed sufficient by PSFA, with modifications to
include projects that have been completed since that
evaluation. The assessments provided in Section 4 include a
detailed assessment of the following facilities:
Dr. E.M. Smith Pre‐ School
Early Childhood Education Center
Craft Elementary School
Hillcrest Elementary School
Monterrey Elementary School
Joe Stanley Smith Elementary School
Pate Elementary School
Puckett Elementary School
Riverside Elementary School
Sunset Elementary School
Alta Vista Middle School1
P.R. Leyva Middle School
Carlsbad High School
1 As of 2014/15 Alta Vista will be the 6th Grade Academy
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 14
Eddy Alternative School
District Warehouse
Edison Building
District Administration Building
Jefferson Montessori Academy Charter School
The walk‐through assessments include visual or plan review
assessment of the following:
Landscaping
Drainage/Storm Water Retention/Erosion/Ponding
Issues
Hardscape
Site Recreation Amenities
Site Safety and Security
School Plant Assessment
Educational Environment
Maintenance staff members were interviewed for information
regarding facility history and maintenance records. Additional
information was gathered from the District to include
completed projects for 2010‐ 2013.
Projects that were not completed remain as ranked according
to the FAC’s and District representative knowledge of the
condition of the schools and the District’s goals. The projects
fall within the following categories:
Life, Health and Safety‐Code Compliance
Educational/Programmatic
Adequacy
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 15
Facility Renewal/Renovations
New Construction at Existing Schools
Educational Support (ex. Technology)
ADA Compliance
Site Improvements & Drainage
Demolition
Capacity/ Utilization Studies
Utilizing the Public Schools Facilities Authority recommended
worksheets for capacity and utilization, the planning team
calculated the enrollment capacity of each school based on
programs, enrollments, and scheduling.
School Information
Information about each school was gathered and included in
the overall assessment including: age of facilities, facility
construction, maintenance records, neighborhood growth and
conditions, and community goals and priorities.
Demographics/ Enrollment
Demographics for Eddy County were gathered for input and
analysis into the overall trends within the area. Migratory
information within the district is revealed through the growth
rates at individual schools. Historic enrollment information
was gathered from the District’s 40‐day counts for a five year
period. The following categories of demographic and
enrollment information is utilized as informational in this FMP:
Birth rates within Eddy County as compared to NM,
Housing starts and income information for the area,
Historical enrollment trends within the district,
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 16
Changing educational program needs within the district.
Community and School District Information
In 2013 and 2014 multiple evening and day‐long meetings
were conducted to communicate background and garner
additional committee guidance on the proposed plan. The
FAC meetings are open to the public and public
representatives who were invited to attend, were present.
Project priorities were determined through discussion, FAC
knowledge of the schools, first‐hand experience during on‐site
school tours, response from FAC members in reference to
project sheets provided by the planning team, review of
schools deferred from the previous bond cycle, consideration
of the goals, and particular goals from District Administration.
The planning team sorted all potential projects into several
categories: potential general obligation bond (GO Bond)
projects, SB9 funded projects, HB33 projects, and those items
requiring only normal maintenance.
3.2.3 Financial Strategies
Local General Obligation Bonds
Local school districts may issue general obligation bonds for
the purpose of erecting, remodeling, making additions to and
furnishing school buildings, or purchasing or improving school
grounds or any combination of these purposes. In addition, a
school district may also use bond proceeds to purchase
computer equipment and software for student use in public
school classrooms. Prior to the issuance of bonds, the district
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 17
is required to submit of the question to the voters by the local
school board. Upon successful election results, the local
school board may, subject to the approval of the Attorney
General, proceed to issue the bonds. There are restrictions: (1)
the district’s ability to sell bonds is limited to 6% of its
assessed valuation; (2) there is a four year period in which the
bonds may be sold from a particular approved resolution.
NOTE: The tax rate associated with this type of funding is likely
to fluctuate every year due to the timing of principal and
interest payments as well as changes in assessed valuations.2
The Public School Capital Improvements Act
Commonly referred to as SB‐9 or the “two‐mill levy,” this
funding mechanism allows districts to ask local voters to
approve a property levy of up to two mills for a maximum of
six years. Funds generated through imposition of the two‐mill
levy must be used for:
Erecting, remodeling, making additions to, providing
equipment for, or furnishing public school buildings;
Purchasing or improving public school grounds;
Maintenance of public school buildings or public school
grounds, including expenditures for technical training and
certification for maintenance and facilities management
2 New Mexico Public Education Department, State Budget and Finance
Analysis Bureau.
http://www.ped.state.nm.us/div/fin/school.budget/dl08/How%20NM%20
schools%20are%20fundedFY0806.pdf, Aug 2006, pg 10.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 18
personnel, but excluding salary expenses of school district
employees;
Purchasing activity vehicles for transporting students to
extracurricular activities; and
Purchasing computer software and hardware for student
use in public school classrooms.
An individual school district may only use SB‐9 funds for any or
all of these purposes as stated in the school district’s
individual resolution.3
The Public School Buildings Act
This Act, commonly referred to as HB‐33, allows districts to
impose a tax not to exceed 10 mills for a maximum of five
years on the net taxable value of property upon approval of
qualified voters. These funds are to be used for:
Erecting, remodeling, making additions to, providing
equipment for or furnishing public school buildings; and
Purchasing or improving public school grounds.
There are limitations and restrictions associated with this act:
(1) the authorized tax rate made under the Public Buildings
Act, when added to the tax rates for servicing the debt of the
3 New Mexico Public Education Department, State Budget and Finance
Analysis Bureau.
http://www.ped.state.nm.us/div/fin/school.budget/dl08/How%20NM%20
schools%20are%20fundedFY0806.pdf, Aug 2006, pg 9.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 19
school district and the rate authorized under the Public School
Capital Improvements Act, cannot exceed 15‐mills. If it does
exceed 15‐mills, the rate authorized under the Public School
Buildings Act will be adjusted downward to compensate; and
(2) the revenues generated from the Public School Buildings
Act are only to be used for specific capital improvements (as
defined above). This funding mechanism is most useful for
districts with high‐assessed valuation and low bonded
indebtedness.
The primary goal of the master plan was to identify projects
for the upcoming GO Bond Election. However, the planning
team identified projects to be completed under SB‐9 and HB‐
33 funds. A complete list of these projects is found in Section
4. The SB‐9 and HB‐33 projects will be completed by the
District as the funds are available. The funds are currently
allocated at approximately $2.5 million a year for SB‐9 and
$2.5 million per year for HB‐33.
Once all school data was gathered for consideration, the
planning team met with the FAC and utilized an interactive
spreadsheet tool to rank and prioritize all potential project
needs for the next five years. Each potential project was
discussed, ranked based on Tier Level priorities, and voted on
in order of priority for inclusion in the overall master plan.
3.2.4 Decision‐making and Planning Process
Decision‐making for the FMP was based on a non‐biased,
collaborative process. Rankings were established based on
the overall goals listed in this document and by knowledge of
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 20
the needs of each school. Priorities were established by
priority categories including:
Life, Health and Safety‐Code Compliance
Educational/Programmatic
Adequacy
Facility Renewal/Renovations
New Construction at Existing Schools
Educational Support (ex. Technology)
ADA Compliance
Site Improvements & Drainage
Demolition
Major renovation and addition projects were assigned a
priority based on school needs. SB‐9 and HB‐33 projects were
categorized based on prime category and sub‐category
projects.
The FAC voted on projects in the following manner:
Schools with the greatest or most immediate needs
were identified
Projects identified for each of these schools were
reviewed
Discussion of each project
Vote to include the projects and the Tier Level to
assign the projects
A summary presentation of the FMP was presented to the
Board in first a working session and finally in a public meeting.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 21
The Board approved the course of the Master Plan on April 22,
2014.
3.2.5 Financial Outlook
The history and proposed financial debt management was
prepared and reviewed with the Board for consideration. The
information was gathered and presented by RBC Capital
Markets.3
Proposed Debt Management Plan
The Board voted to establish a strategy of increasing bonding
capacity following the 2011 GO Bond election which passed in
February, 2011. The 2011 GO Bond yielded $7,000,000 for
projects which were identified as Tier 1 projects in the 2010
FMP; these projects are largely complete. The debt service for
this bond will be complete by 2024.
The Board approved an overall budget target of $60 million for
the 2014 general obligation bond series which was established
based on the CMSD district’s assessed valuation of property.
This is actually less than the maximum bonding capacity
however, it was not deemed in the best interest of the District
to maximize this capacity. In 2014 the assessed value is
$1.849 Billion with a District bonding capacity of
$110,955,774.
Subsequent bonds will be decreased once vital upgrades of
aging facilities is complete. Future bond elections will be held
in 2018 and 2022; should these bonds pass an additional $20
million per election will be added to the debt.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 22
Proposed Debt Management Plan
The approved 2014 bond capacity will increase the debt
service tax rate by 4 mills. The following is a summary of the
proposed debt plan. The complete financial plan is provided
in Table 3.1 page 3|25.
Bond election in 2011 for $7 million with no tax rate
increase
Bond election in 2014 for $60 million with increase to
statewide average tax rate
$30 million available in 2014
$30 million available in 2016
Total capital funding generated by the proposed plan is $67
million over a four year period. With this plan, the overall
impact to taxpayers is $4.00 per $1,000 of assessed property
value.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 23
Table 3‐1. Existing and Proposed Debt, Source: RBC Capital Markets, LLC
CU
RREN
T DE
BT
20
07 E
LECT
ION
$7,1
00,0
00
EST
TAX
$6.0
00SE
R 20
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.100
SER
8/1/
04TO
TAL
DEBT
RATE
TYE
98%
10/3
1PR
IN 8
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INTE
REST
PRIN
8/1
COUP
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IN 8
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INTE
REST
PRIN
INTE
REST
TOTA
LCO
LLEC
20
1450
0,00
03.
90%
39,5
0025
0,00
04.
00%
164,
725
750,
000
204,
225
954,
225
1.33
720
1550
0,00
04.
00%
20,0
0021
0,00
04.
00%
154,
725
710,
000
174,
725
884,
725
0.47
420
1650
0,00
04.
00%
146,
325
500,
000
146,
325
646,
325
0.33
620
1785
0,00
04.
13%
126,
325
850,
000
126,
325
976,
325
0.49
320
181,
225,
000
3.70
%91
,263
1,22
5,00
091
,263
1,31
6,26
30.
645
2019
1,22
5,00
03.
75%
45,9
381,
225,
000
45,9
381,
270,
938
0.60
5Ca
llable
8/1
/12
TO
TAL
$1,0
00,0
00$5
9,50
0$0
$0$4
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,000
$729
,300
$5,2
60,0
00$7
88,8
00$6
,048
,800
Calla
ble 8
/1/1
611
/20/
2007
8/1/
2008
CURR
ENT
DEBT
PROP
OSED
DEB
T
201
1 EL
ECTI
ON$7
,000
,000
2012
EDU
CATI
ON T
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NOTE
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DUCA
TION
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H NO
TES
20
14 E
LECT
ION
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000,
000
ES
T TA
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SERI
ES 2
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,000
SERI
ES 2
012
$0SE
RIES
201
3$3
0,00
0,00
0SE
RIES
201
4$3
0,00
0,00
0SE
RIES
201
6TO
TAL
DEBT
RATE
TYE
98%
10/3
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2012
10/1
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8/1/
2015
8/1/
2016
8/1/
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CARL
SBAD
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Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 24
Conclusion
The proposed increase for GO Bond funding provides for an
aggressive building program to replace aging elementary
school infrastructure; which in turn corrects health and safety
issues, replaces portables, responds to educational program
needs, and corrects deficiencies of the adequacy standards.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 25
3.3 Capital Implementation Plan
As seen in Sections 3.1 and 3.2 of this FMP, 2014 GO Bond will
be utilized to replace four elementary schools with new
schools to address aging elementary school infrastructure;
which in turn corrects health and safety issues, replaces
portables, responds to educational program needs, and
corrects deficiencies of the adequacy standards. Most schools
in the district are over 50 years old, with the oldest facility at
90 years old. The oldest school is Craft Elementary which will
close and be demolished under this plan. All projects noted
within the facilities assessment process were evaluated for
their suitability for the GO Bond, SB9 and HB33 funding. The
SB9 and HB33 projects are not included in the GO Bond
estimate. District Operations was supplied with the SB9 and
HB33 projects and priorities.
3.3.1 Implementation Plan
The following implementation plan is based on the financial
plan provided by RBC Capital Markets and shown in Table 3‐1.
This GO Bond cycle will have two series of bonds for $30
million each, beginning in 2014 and 2016. RBC considered
future elections that are outside the FMP timeframe. Future
elections will generate an additional $40 million in 2018 and
2022.
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 26
Table 3‐2. Implementation Plan Cost Detail
Priority By Year Projects Total Budget
Budget Based On Share FUNDING SOURCE
#1
Pate Elementary School - Replacement for 600 Students: 73,800gsf (includes consolidation w/ Puckett Elementary and demolition) MACC $19,188,000 $14,391,000 District Share (75%)
$4,797,000 PSCOC (25%)Pate Elementary Soft Costs (A/E Fee’s, Contingency, NMGRT) $5,756,400 $4,317,300 District Share (75%)
$1,439,100 PSCOC (25%)Total Priority # 1 $24,944,400 $24,944,400
Total Project Funding $20,172,748.00 District GO Bond (inc offset)$6,236,100.00 PSCOC Share
Less Current 2013/14 District Offset from PSCOC Share ($1,464,448.00) Less OffsetTotal Priority Year 2014/15 $4,771,652.00 Total PSCOC Share
#2
Riverside Replacement Elementary School - 600 Students: 73,800gsf (includes consolidation w/ Puckett Elementary and demolition) MACC $19,188,000 $14,391,000 District Share (75%)
$4,797,000 PSCOC (25%)Offsite utilities / land acquisition costs 575,000.00$ 575,000.00$ District Share (100%)New Northside Elementary Soft Costs (A/E Fee’s, Contingency, NMGRT) $5,756,400 $4,317,300 District Share (75%)
$1,439,100 PSCOC (25%)Total Priority # 2 $25,519,400 $25,519,400
Total Project Funding $19,283,300.00 District GO Bond$6,236,100.00 PSCOC Share
#3Joe Stanley Smith Elementary - Replacement for 600 Students: 73,800gsf (includes consolidation and demolition) MACC $19,188,000 $14,391,000 District Share (75%)
$4,797,000 PSCOC (25%)Joe Stanley Smith Elementary Soft Costs (A/E Fee’s, Contingency, NMGRT) $5,756,400 $4,317,300 District Share (75%)
$1,439,100 PSCOC (25%)Total Priority #3 $24,944,400 $24,944,400
Total Project Funding $18,708,300.00 District GO Bond$6,236,100.00 PSCOC Share
#4Sunset Elementary - Replacement for 600 Students: 73,800gsf (includes consolidation and demolition) MACC $19,188,000 $14,391,000 District Share (75%)
$4,797,000 PSCOC (25%)Sunset Elementary Soft Costs (A/E Fee’s, Contingency, NMGRT) $5,756,400 $4,317,300 District Share (75%)
$1,439,100 PSCOC (25%)Total Priority #4 $24,944,400 $24,944,400
$18,708,300.00 District GO Bond$6,236,100.00 PSCOC Share
$76,872,648.00 District GO Bond$100,352,600.00 $23,479,952.00 PSCOC Share
Priority Year 2015/16
Priority Year 2014/15
Priority Year 2014/15
Priority Year 2015/16
Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 27
Table 3.3 Implementation Plan Priorities
Tota
l MA
CC
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t C
osts
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osts
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tal D
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ourc
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/15
- #1
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ffset
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$18,
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$50,
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$11,
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$49,
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$12,
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$37,
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$0$4
9,88
8,80
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7,41
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$77,
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$23,
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$100
,352
,600
$23,
479,
952
$74,
833,
200
$2,0
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00,3
52,6
00$7
6,87
2,64
8
Tota
l 201
4/15
Pri
oriti
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Tota
l 201
5/16
Pri
oriti
es
TOTA
L P
RO
JEC
T C
OS
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Car
lsba
d M
unic
ipal
Sch
ools
- 2
014
- 20
19
Pri
ority
By
Year
Dis
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choo
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roje
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escr
iptio
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Impr
ovem
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Cos
tsFu
ndin
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Facilities Master Plan 2014 ‐ 2019 Carlsbad Municipal School District
3.0 Capital Improvement Plan Carlsbad, New Mexico
Section 3 | 28
The implementation plan identifies Carlsbad Municipal School
District PSFA FAD ranking, school project priorities, projected
costs, the funding source, and expected years of
implementation. Table 3‐2 shows the Implementation Plan.
3.3.2 FAD Priorities vs. Plan
The primary variance between the FAD and this plan is placing
Riverside Elementary before two other higher ranked schools.
The rationale is the desire to replace Riverside Elementary and
increase its capacity as soon as possible. Riverside is in a
higher growth area than the other two schools and concern
about not meeting this grow potential was the reason behind
this decision. The rankings and priorities, again are:
Pate Elementary ranked number 32;
Riverside Elementary ranked number 45;
Sunset Elementary ranked number 31; and
Joe Stanley Smith ranked number 33.
3.3.3 State Funding Assistance
CMSD anticipates that State Funding will be part of the next
FMP cycle. As shown in the Implementation Plan, Tables 3.2
and 3.3, page 3|26 and 3|27, State Funding will account for
25% of the project costs. An application for State Funding
assistance will be submitted in 2014.
3.3.4 Board Acceptance
A summary presentation of the FMP was presented to the
Board in first a working session and finally in a public meeting.
The Board approved the course of the Master Plan on April 22,
2014.