1. THE DECLINING POPULATION DEMOGRAPHIC AND
IMPACT UPON EDUCATIONAL FACILITIES
SUPPORTING K‐12 EDUCATION IN MICHIGAN
A presentation to the
Michigan State University Land Policy Institute
Building Michigan Prosperity Network
Annual Land and Prosperity Summit
April 14, 200
By
Charles R. Eckenstahler and Carl H. Baxmeyer
ABSTRACT
Michigan’s student aged (5-17) population is expected to decrease by 7.6% during period of
2000 to 2030 resulting in excess educational facilities, estimated to be in excess of 6,000
classrooms. Due to economic concerns, school districts will consider school district
consolidation, reuse/repurpose of existing facilities, closing and “mothballing” of facilities for
future reuse, and closure and disposal of faculties to balance the capacity of school facilities with
the current and future projected student enrollment or “right-size” school district facilities.
The decision making process to determine this “right-size” strategy involves 1) an assessment of
facilities, 2) a demographic study, 3) a process of community engagement and 4) a “citizen led”
and “community driven” implementation effort.
Based on data for 22 Michigan schools located three divergent school districts, urban, suburban
and rural, standardized cost ratios were determined These include 1) current cost to maintain
facilities, 2) cost to close, mothball and maintain facilities for reuse and 3) cost to close,
demolish and school facilities.
Using the decreasing statewide demographic projection, a financial analysis was completed
projecting the 20-year cost to 1) maintain current building capacity, 2) closing and mothballing
facilities for a “right-sized” facility capacity and 3) closing and disposal of facilities to yield a
“right-sized” facility capacity.
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2. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
INTRODUCTION
Due to recognition of the relationship of schools to the social and economic well-being of any
community, significant civic and social implications of the “right-sizing” process are identified.
Current and future demographic changes, specifically the loss of student aged children will
have an impact upon the financial ability of school districts to maintain and refurbish
existing educational facilities or construct new educational facilities in the future. In the
immediate future, it will also limit the ability of local school districts to fund state of the art
educational facilities with leading technology necessary to easily develop student skills for
employment in a globally competitive work force.
This goal of this paper to uncover and document the unfolding problem of excess physical
facilities due to loss of student aged population. The loss of students results in certain
school districts receiving less per student state aid. Due to this long‐term decline of student
enrollment, school districts will be required to analyze whether to maintain underutilized
facilities, repurpose the buildings for other uses, sell or demolish excess building capacity
or mothball the building for future use.
This paper is designed to analyze student aged population growth trends in Michigan to
quantify education building capacity requirements for the future based on current and
future projected K‐12 student aged population. This analysis will by information gathered
from sample school districts, investigate the ability of school districts maintain their current
educational facilities, in light of decreased student enrollment.
The analysis will proceed with investigation of alternative facility management solutions,
including disposition of unneeded facilities, repurposing current facilities, consolidation of
special facilities, and construction of new facilities in an effort to reduce long‐term
educational facility operation and maintenance costs.
MICHIGAN K‐12 POPULATION DEMOGRAPHICS AND THE
EFFECT ON MICHIGAN CLASSROOM COUNT
While Michigan’s overall statewide population is expected to increase by 7.6% during the
period of 2000 to 2030, the number of school‐age (5‐17) children is expected to decrease
significantly by 151,227 students. Michigan’s 7.9% decrease compares to a 15.7% national
increase for the same period. These trends are shown in Graph 1. Clearly, over the thirty
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3. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
Graph 1. Michigan and U.S. Population (2000 to 2030)
1,000,000,000
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MI School Age (5-17) MI Total US School Age (5-17) US Total
(30) year period of the logarithmic graph there appears to be no dramatic shifts. The U.S.
total and school age populations increase; the total Michigan population increases slightly;
and, the Michigan school age children drops then rebounds slightly.
However, upon closer examination the impact of changing demographics is easier to
appreciate. Graph 2, while it has an exaggerated vertical y‐axis for the sake of clarity,
clearly shows how the Michigan school age population is expected to change over the
period ending in 2030.
Analysis of this demographic trend shows that 142 school districts will loose from 10% to
15% of their student enrollment, 97 will loose between 16 to 25% and 21 will loose from
26% to 50%. Assuming each classroom has an average of 25 students, the loss of 151,227
students indicates an excess of 6,000 classrooms in the total statewide educational facility
inventory. (See related article: Is Your Community Ready to Address Excess School
Facilities? Planning and Zoning News, January 2009)
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4. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
It should be noted that the research for this paper and the author’s related article as well as
the demographic projections by the U.S. Census Bureau, were conducted prior to the full
Graph 2. Estimated and Projected School Age (5-17)
Children - State of Michigan (2000 to 2030)
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MI School Age (5-17)
effect of the current economic recession. A current assignment with the Detroit Public
Schools has identified a significant acceleration of the decline of the K‐12 student
population. This is a trend that may be occurring in other Michigan school districts as
residents cope with changing economics and, a considerable loss of employment
opportunities.
Detroit Public Schools have experienced a loss of 70,000 students in the past seven (7) years.
This is not entirely a loss of students from the area. Many students have transferred to
charter schools and some have enrolled in surrounding suburban school districts.
However, our research to date indicates that there has been significant out‐migration to
other out‐of‐state locations primarily to seek employment.
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5. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
This information, when coupled with anecdotal evidence from two major moving
companies indicating that for every household they move into Michigan two households
leave the state, suggests that the projected 150,000 loss of school age children may be
conservative. Clearly, Michigan school districts will face a significant challenge in the years
ahead.
MICHIGAN SCHOOL AID FUNDING FORMULA
Education funding is governed by the State Aid to School Act. P.A. 94 of 1979, as amended.
Essentially, the legislation provides state funding on a per student formula for K‐12
schools. Currently this per student state aid is approximately $7,200 per student. There are
several adjustment factors in this funding formula to compensate or equalize school district
state aid for unique circumstances including declining enrollment.
Data collected in this investigation disclosed that, on the average, it costs $1,263 dollars per
student to maintain the physical school building; or 17.5% of the annual per student aid
provided by the State of Michigan School aid funding formula.
It is easy to realize the impact of declining enrollment results in a direct loss of state aid.
The resultant economic impact to school operations is the continuation of facility operating
cost in light of a decrease in state school funding due to decreased student population.
RIGHT‐SIZING MICHIGAN SCHOOL DISTRICTS
We hold the position that due to the declining student population trends, Michigan school
districts will be drawn to increased study of the economics of school facility operations in
effort to maintain school district identity and facilities. This will ultimately include
balancing physical facility capacity with the decline (or growth) of student population to
offer a full complement of educational opportunities.
Right‐sizing school districts may include consideration of consolidation with neighboring
school districts to achieve the critical student population needed for optimization of
financial operations (See: School District Consolidation, Size and Spending; an Evaluation,
Andrew J. Coulson, Mackinac Center for Public Policy, 2007)
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8. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
The second step is to conduct a demographic study. This detailed study provides not only
the projected enrollment but the probable home location throughout the district of future
students. How many students can the district expect to educate and where those students
will reside relative to the existing educational facilities are two of the questions that the
demographic study seeks to answers.
Combined together, the facility assessment and the demographic study form a needs
assessment. Our experience shows that at this stage of the assessment it is essential to
engage the community in the process. Taking the needs assessment to the residents
provides the opportunity to educate citizens about the needs of the district while receiving,
in turn, essential input from the community. The expected outcome is a long‐range
strategic plan that addresses the needs while providing action recommendations designed
to address those needs. The long‐range strategic plan offers options and recommendations,
to right‐size school education facilities.
Note that the process results, at the end of step 3, in the recommendation of a strategic plan
to the board of education. The best plans are those which we refer to as “citizen led and
community driven”. By involving the public in the process the plan becomes a “citizen
plan” in which the stakeholders of the community have a vested interest.
Upon receiving the recommendations it remains the responsibility of the school board to
approve a plan consisting of the selected recommendations; arrange financing; and,
implement the selected alternatives. This leaves the ultimate decision making authority in
the hands of the appropriate individuals…those persons elected to the school board to
represent the public.
For Michigan school districts with declining enrollment and projected future reductions in
the number of students it is likely that excess facility capacity will be identified. We believe
it is logical for these school districts to close a significant number of facilities, especially the
older more costly to operate facilities. In some school districts certain facilities can be
“mothballed” and maintained for reuse in the future when student population growth
requires additional facilities.
It is also reasonable to assume that new strategies emerging from this process will seek to
“optimize” the location of schools to be consistent with population growth projections.
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9. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
This leads to closing existing facilities in favor of new facilities constructed with better
physical and educational characteristics and less operational expense. Typically these
schools will be at optimum locations that also decrease transportation costs for the district.
SCHOOL FACILITY OPERATIONS COST ANALYSIS
With an understanding that school districts will be challenged with the task of determining
cost effective means to match the supply of building facilities with the projected student
population, the authors sought to gather data to help determine cost saving from
alternative long‐term facility management strategies. With this information, the data can
be employed to project facility costs, for projected future student populations.
Data for twenty‐two (22) school facilities were gathered from three (3) independent,
geographically disbursed districts. These included an urban district; a suburban district;
and a small‐town rural district. The building size, student capacity and the square foot per
student information is displayed in Table 1. The data represent 1.6 million square feet of
education building space having capacity for 10,300 students. We selected these data to
provide information that can be used to develop financial comparative statewide indicators
for use in financial modeling.
TABLE ‐ 1 SAMPLE DATA
Square Student
School Footage Capacity SF/Student
1 156,000 975 160
2 49,930 355 141
3 93,521 520 180
4 54,174 340 159
5 63,374 420 151
6 35,500 235 151
7 50,508 360 140
8 170,870 1,140 150
9 37,198 265 140
10 257,392 1,430 180
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10. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
TABLE ‐ 1 SAMPLE DATA (con’t)
11 47,264 340 139
12 30,191 215 140
13 58,368 415 141
14 48,918 350 140
15 30,689 220 139
16 62,168 445 140
17 12,400 90 138
18 43,664 290 151
19 62,240 445 140
20 53,356 355 150
21 77,975 557 140
22 85,064 608 140
TOTAL 1,580,763 10,370
AVERAGE 71,853 471 148
MEDIAN 53,765 358 141
For the purposes of establishing comparative indicators for analysis, we calculated the
average and median values for each data set. Thus the average size of the building is
71,853 square feet with a capacity for 471 students.
Data in Table 2 shows the annual cost of operation, excluding teaching salaries, for the each
of the sample buildings. Using these data the average facility operating cost is $7.64 per
square feet of building space or about $1,174 per student.
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12. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
COST TO MOTHBALL A FACILITY
Data in Table 3 shows the cost to close and mothball a building for reuse at a future date.
Using these data, mothballing costs $6.13 per square foot or $903 per student (based on the
student capacity) for the average building.
TABLE 3 ‐ ESTIMATED COST TO MOTHBALL BUILDINGS
Waste Cost to
Decommission Disposal Total Cost Cost to Mothball
Emptying And Public Safety to Mothball per
School Building Secure Insurance Misc. Mothball per sq. ft. Student
1 $468,000 $259,000 $24,806 $88,587 $840,393 $5.39 $862
2 $188,220 $109,110 $9,976 $69,553 $376,860 $7.55 $1,062
3 $280,563 $155,282 $14,871 $82,327 $533,042 $5.70 $1,025
4 $162,522 $96,261 $8,614 $78,781 $346,179 $6.39 $1,018
5 $222,144 $126,072 $11,775 $80,572 $440,563 $6.95 $1,049
6 $100,500 $65,250 $5,327 $77,919 $248,995 $7.01 $1,060
7 $146,424 $88,212 $7,761 $68,298 $310,695 $6.15 $863
8 $512,610 $281,305 $27,170 $80,177 $901,262 $5.27 $791
9 $111,594 $70,797 $5,915 $67,252 $255,558 $6.87 $964
10 $772,176 $416,088 $40,928 $129,593 $1,358,785 $5.28 $950
11 $141,792 $85,896 $7,516 $68,159 $303,362 $6.42 $892
12 $90,573 $60,287 $4,801 $66,620 $222,281 $7.36 $1,034
13 $175,080 $102,540 $9,280 $69,159 $356,059 $6.10 $858
14 $146,754 $88,377 $7,779 $68,308 $311,217 $6.36 $889
15 $75,567 $47,784 $4,005 $66,170 $193,526 $6.31 $880
16 $186,498 $108,249 $9,885 $69,702 $374,334 $6.02 $841
17 $37,200 $23,600 $1,972 $32,417 $95,189 $7.68 $1,058
18 $130,992 $80,496 $6,943 $77,834 $296,266 $6.79 $1,022
19 $186,720 $108,360 $9,897 $69,508 $374,485 $6.02 $842
20 $137,010 $83,505 $7,262 $78,015 $305,792 $5.73 $861
21 $149,553 $85,976 $7,927 $52,113 $295,569 $3.79 $531
22 $160,235 $92,118 $8,493 $55,836 $316,682 $3.72 $521
TOTAL $4,582,727 $2,634,564 $242,903 $1,596,899 $9,057,093
AVERAG
E $208,306 $119,753 $11,041 $72,586 $411,686 $6.13 $903
MEDIAN $154,894 $90,247 $8,210 $69,531 $313,949 $6.23 $891
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13. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
This analysis is based on the following assumptions:
• Emptying the building: Includes removal of all furniture, supplies and
equipment.
• Decommissioning and securing: Includes securing the building from
vandalism, rodent infestation, weatherization, and insuring operation of the
HVAC system to provide a minimal amount of heat to prevent pipes from
freezing during winter months.
• Insurance: Represents the cost for property and casualty insurance for a
vacant building and grounds.
• Waste disposal, public safety and miscellaneous: Includes the cost to
dispose of unwanted materials, security during closing process, and any
other costs not elsewhere recorded.
ON‐GOING COST OF MAINTAINING AND MOTHBALLED BUILDING
Data in Table 4 shows the ongoing annual maintenance cost for each building mothballed
with the intent to be reactivated at a later date. Using this data we have determined this
average annual cost to be $0.60 per square foot or $88 per student.
TABLE 4 ‐ ANNUAL MAINTENANCE COST FOR MOTHBALLED BUILDING
On‐
On‐ Going
Security Total Going Cost to
and Annual Cost to Mothball
Minimal Operating Mothball / Student
School Insurance Utilities Maintenance Costs / sq. ft. Capacity
1 $24,806 $58,500 $5,029 $88,335 $0.57 $91
2 $9,976 $23,528 $2,715 $36,219 $0.73 $102
3 $14,871 $35,070 $3,021 $52,963 $0.57 $102
4 $8,614 $20,315 $2,746 $31,676 $0.58 $93
5 $11,775 $27,768 $2,063 $41,605 $0.66 $99
6 $5,327 $12,563 $1,923 $19,812 $0.56 $84
7 $7,761 $18,303 $2,142 $28,206 $0.56 $78
8 $27,170 $64,076 $5,886 $97,132 $0.57 $85
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14. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
TABLE 4 ‐ ANNUAL MAINTENANCE COST FOR MOTHBALLED BUILDING
On‐
On‐ Going
Security Total Going Cost to
and Annual Cost to Mothball
Minimal Operating Mothball / Student
School Insurance Utilities Maintenance Costs / sq. ft. Capacity
9 $5,915 $13,949 $2,199 $22,063 $0.59 $83
10 $40,928 $96,522 $6,701 $144,151 $0.56 $101
11 $7,516 $17,724 $2,261 $27,501 $0.58 $81
12 $4,801 $11,322 $1,599 $17,721 $0.59 $82
13 $9,280 $21,885 $3,370 $34,535 $0.59 $83
14 $7,779 $18,344 $2,403 $28,526 $0.58 $82
15 $4,005 $9,446 $1,309 $14,760 $0.48 $67
16 $9,885 $23,312 $3,471 $36,668 $0.59 $82
17 $1,972 $4,650 $1,155 $7,776 $0.63 $86
18 $6,943 $16,374 $2,626 $25,943 $0.59 $89
19 $9,897 $23,340 $1,697 $34,933 $0.56 $79
20 $7,262 $17,126 $2,060 $26,448 $0.50 $75
21 $7,927 $52,113 $1,691 $61,731 $0.79 $111
22 $8,493 $55,836 $2,114 $66,443 $0.78 $109
TOTAL $242,903 $642,066 $60,179 $945,148
AVERAGE $11,041 $29,185 $2,735 $42,961 $0.60 $88
MEDIAN $16,649 $57,168 $3,572 $77,389 $0.67 $100
The assumptions employed include:
• Insurance: Maintaining property and casualty insurance for the vacant
building
• Security and minimal utilities: Use of periodic security inspections
including replacing any security materials lost to vandalism and the minimal
operation of the HVAC system to maintain integrity of interior building
surfaces, etc.
• Maintenance: The cost of having district maintenance personnel, or contract
personnel, make occasional repairs to the building systems including
maintaining the security system, exterior lighting and HVAC system.
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15. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
One aspect of mothballing a building that should not be minimized is the prospect of
“urban miners” stripping assets from the building. This is more than juvenile vandalism.
So‐called “urban miners” are actually organized thieves who break into a mothballed
building and systematically remove wire, lights, plumbing fixtures and any other
marketable materials from the structure. They leave behind a stripped shell of a building
that is virtually useless as a re‐deployable asset from a physical and financial standpoint.
While typically this occurs in more urban areas in actuality no mothballed school,
particularly during periods of high scrap prices, is immune to urban mining. Districts need
to recognize this and allocate sufficient financial resources for security measures.
COST TO DEMOLISH A BUILDING
Data in Table 5 shows the one‐time cost to demolish each building. Using these data yields
a one‐time cost to demolish the average building of $4.82 per square foot or $713 per
student. Note that this cost does not include any environmental remediation expense.
Depending upon the condition of the building environmentally remediation, primarily
asbestos removal and disposal, can double the cost of demolition. That cost is not included
since over the years so many buildings have already had asbestos removal.
In addition this cost, more than others, seems to vary depending upon location. The cost of
$4.82 per square foot is common in urban areas. However, the cost can dramatically
decrease to $3.00 per square foot in more rural areas.
TABLE ‐ 5 COST TO DEMOLISH A BUILDING
Demo Demo Total
Square Student Cost per Cost per Demolition
School Footage Capacity S.F. Student Cost
1 156,000 975 $5.00 $800 $780,000
2 49,930 355 $5.00 $703 $249,650
3 93,521 520 $5.00 $899 $467,605
4 54,174 340 $5.00 $797 $270,870
5 63,374 420 $5.00 $754 $316,870
6 35,500 235 $5.00 $755 $177,500
7 50,508 360 $5.00 $702 $252,540
8 170,870 1,140 $5.00 $749 $854,350
9 37,198 265 $5.00 $702 $185,990
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16. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
TABLE ‐ 5 COST TO DEMOLISH A BUILDING (con’t)
10 257,392 1,430 $5.00 $900 $1,286,960
11 47,264 340 $5.00 $695 $236,320
12 30,191 215 $5.00 $702 $150,955
13 58,368 415 $5.00 $703 $291,840
14 48,918 350 $5.00 $699 $244,590
15 30,689 220 $5.00 $697 $153,445
16 62,168 445 $5.00 $699 $310,840
17 12,400 90 $5.00 $689 $62,000
18 43,664 290 $5.00 $753 $218,320
19 62,240 445 $5.00 $699 $311,200
20 53,356 355 $5.00 $751 $266,780
21 77,975 557 $3.00 $420 $233,925
22 85,064 608 $3.00 $420 $255,191
TOTAL 1,580,763 10,370 $7,577,740
AVERAG
E 71,853 471 $4.82 $713 $344,443
MEDIAN 53,765 358 $5.00 $703 $253,865
It should be noted that the impact of recycling salvageable materials from the structure has
not been factored into the analysis. The cost per square foot of demolition shown assumes
that the district has “harvested” many salvageable materials themselves using their own
maintenance personnel. Often light and plumbing fixtures as well as HVAC components
can be saved and in many districts tend to be common to multiple buildings. Harvesting
these materials provides a district with a supply of spare parts. The district needs to have
space for storage and a need for those materials in other buildings but when that occurs
harvesting is a viable option. For those districts that harvesting salvageable materials is not
an option, the demolition cost is often reduced from that shown by allowing the demolition
company to have the salvage rights.
FINANCIAL ANALYSIS
For analysis purposes, we have created a financial model based on the twenty‐two (22)
buildings studied. The data generated from that analysis provided the parameters for a
hypothetical Michigan school district having a student population that would decrease
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17. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
over the next 20 years at a rate similar to the total student population of the State of
Michigan. The financial ratios used in the analysis are shown in Table 6.
TABLE 6 ‐ FINANCIAL RATIOS FOR ANALYSIS
Ratio
Criteria Low High Average Median
Building Size ‐ Student Capacity
Square Feet 12,400 257,392 71,853 53,765
Student Capacity 90 1,430 471 358
Current Annual Operating Cost
Square Foot $4.42 $14.60 $8.60 $8.12
Student Capacity 619 2,012 1,263 1,172
Cost to Mothball
Square Foot $3.72 $7.68 $6.13 $6.23
Student Capacity 521 1,062 903 891
Mothball Annual Operating Cost
Square Foot $0.50 $0.78 $0.60 $0.67
Student Capacity 67 111 88 100
Cost for Building Demolition
Square Foot $5.00 $3.00 $4.82 $5.00
Student Capacity 420 900 713 703
Three scenarios were modeled:
1. NO RE‐SIZING OF FACILITY CAPACITY ‐ This scenario assumes loss of student
population and the continued maintenance of all current facilities.
2. DISPOSAL OF EXCESS FACILITIES ‐ This scenario assumes reducing student
capacity by 2,355 students by the demolition of four excess facilities to
optimize building capacity with the projected student enrollment.
3. MOTHBALLING FACILITIES FOR FUTURE REUSE ‐ This scenario assumes reducing
student capacity by 2,355 students by closing and mothballing four facilities
for future use.
Each scenario has differing impacts. Graphically the interaction between school capacity
and enrollment is shown in the following three graphs. Obviously, under the first scenario,
if nothing is changed the school capacity (as shown by the green line at the top of the
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19. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
the associated impact on migration is open for conjecture. The point is that if the
population does rebound there is nothing to do but accept overcrowding or rebuild
capacity that was previously eliminated.
The mothballing option does allow a district to bring a facility back “on‐line” as enrollment
warrants. However, there are costs associated with both maintaining a building and re‐
opening a building. Sometimes, as shown by the graph, it then becomes necessary to re‐
mothball a building when enrollment drops again. Clearly, these are factors that need to be
weighed when making a decision on excess educational facilities.
RESULTS OF FINANCIAL ANALYSIS
In Table 7 the costs for each of the three alternative scenarios is shown. The cost to
maintain the current facilities for the 20‐year period is estimated to be $275.0 million. The
cost to demolish the four structures, balancing facility capacity with project student
population and maintain the “right sizes” required facilities is estimated to be $235.3
million. This is a 16.9% saving amounting to $39.7 million. Cost to close and mothball four
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20. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
facilities for future reuse with retaining the remaining capacity to “Right‐size” required
facilities is estimated to be $224.6 million. This is a 22.4% savings amounting to $50.4
million.
CIVIC AND SOCIAL IMPLICATIONS OF RIGHT‐SIZING
Schools, especially in smaller and rural communities play many roles. In addition to
serving educational functions, schools serve as the social and cultural center of the
community, providing a venue for sports, theater, music and other civic activities. (See:
What Does a School Mean to a Community? Assessing the Social and Economic Benefit of
Schools to Rural Villages in New Your, Thomas A. Lyon, Journal of Research in Rural
Education, Winter, 2002)
They are most often sited in critical locations within the community land use pattern,
intertwined with local residential neighborhoods. Any reorganization of school facilities
will impact land use planning and social connectivity within the community at minimum,
changing the school where neighborhoods have historically sent their children, possibly
ending use of facilities for various social and civic activities.
We have concluded our analysis by listing potential social, civic, land use and economic
development that could possibly arise during evaluation of alternative facility management
options.
1. “Right Sizing” of school districts will disrupt the current pattern of student
transport to/from school, whether this be by walking to a neighborhood school or bus
transport to a central school location. These changes will require engagement with
parents and community leaders to formulate the most acceptable mean of student transport
to school.
2. Removal of a school will likely disrupt the institution that holds together the
community civil structures and community social “connectiveness”. Due role of the
school in providing not only education, but employment and a place for social, cultural and
recreational opportunities, closure of a school will likely “wipe‐out” the one building with
an identity which all people in the neighborhood or school district hold in common.
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22. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
3. Removal/closure of a school may impact future population growth.
Demographers have documented the importance of schools in the decision to purchase a
home by families with school aged children. Communities with no school and long school
commuting patterns may be viewed as a less favorable community to live and raise a
family and thus suffer slower population growth.
4. Removal/closure of a school may affect the growth of business. Businesses
seeking employees may be reluctant to locate in a community that has no school and long
school commuting patterns due to the concern of attracting new family workers to locate in
the community or a problem of parental absenteeism to respond to family school needs.
5. Removal/closure of a school will affect the Master Plan of the community. For the
most part, community planning is based on the current pattern of land use. The
community master plan contemplates the location of a school in the future not a vacant
building or site for reuse and thus will need to be updated.
6. Given the positive attributes associated with schools, “right‐sizing” will mount
vigorous remonstrance. Communities threatened by “right‐sizing” will undoubtedly be
threatened by vigorous efforts to retain the status quo, as this response has the least impact
upon all individuals.
CONCLUSIONS
Most readers will easily recognize and accept the relationship of schools to the social and
economic well‐being of the community. Studies have documented the effect of schools on
community civic structures, housing values, population and business growth. In many
instances, schools serve as the source of personal identity, a topic of social discourse and
the foundation for community social and business cohesion.
Local government and school leaders, education administrators and local citizens also
realize a community, having a large number of local institutions and organizations, a
diverse and involved business sector plus and actively engaged citizenry, provide the
interpersonal cohesion that creates a strong civic infrastructure leading to a higher level of
well‐being and community welfare.
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23. THE DECLINING POPULATION DEMOGRAPHIC AND
THE IMPACT UPON EDUCATIONAL FACILITIES
While financial analysis is important to “Right‐sizing” it is also important to document and
quantify what the school means to the local community and the community planning
obligations needed to mitigate adverse civic and social changes due to “Right‐sizing”
decision.
ABOUT THE AUTHORS
Carl H. Baxmeyer is a Senior Associate and heads the Solutions Group of Fanning Howey
Associates, Inc. an architectural/engineering/planning firm practicing in the area of school
planning and design. He is responsible for school population projection analysis. He can
be reached at cbaxmeyer@fhai.com
Charles Eckenstahler is a Senior Consultant with McKenna Associates and serves as an
advisor to the Fanning Howey Solutions Group. He is a 35 year veteran real estate and
municipal planning consultant. He teaches economic development subjects in the
Graduate School of Business at Purdue North Central, Westville, Indiana and serves on the
faculty of the Lowell Stahl Center for Commercial Real Estate Studies at Lewis University,
Oakbrook Illinois. He can be contacted at pcteckencomcast.net
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