The facility planning process provides preliminary programs of requirements (PORs), cost estimates, and budget documentation for selected projects. This project serves as the transition stage from the conceptual stage to inclusion of a stand-alone project in the CIP. There is a continuing need for the development of accurate cost estimates and an exploration of alternatives for proposed projects. Implementation of the facility planning process results in realistic cost estimates, fewer and less significant cost overruns, fewer project delays, and improved life-cycle costing of projects. In the past, this project was funded solely by current revenue; however, as a result of new environmental regulation changes, design of site development concept plans must be done during the facility planning phase in order to obtain necessary site permits in time for the construction phase. Therefore, the funding sources shown on this PDF reflect the appropriate portions for both current revenue and GO bonds. An FY 2020 appropriation and amendment to the adopted FY2019-2024 CIP was approved to fund for the pre-planning of four elementary school addition projects and two middle school addition projects. Also, the appropriation will fund the continuation of the work with external consultants on the new enrollment forecasting methodology and the development of strategic long-range growth managements plans for all clusters. An FY 2021 appropriation was approved for the pre-planning of three addition projects, as well as pre-planning for a number of Board of Education owned or Montgomery County owned facilities that were once former schools that could potentially address the overutilization systemwide in the future. An FY 2022 appropriation was approved for the pre-planning of capital projects included in the amended FY 2021-2026 CIP. An FY 2023 appropriation was approved to conduct feasibility studies for 9 elementary schools--Belmont, Cold Spring, Damascus, DuFief, Oakland Terrace, Sherwood, Twinbrook, Whetstone, and Woodfield and 3 middle schools--Banneker, Gaithersburg, and White Oak to determine the scope and cost of these future Major Capital projects. In addition, the appropriation will fund the pre-planning of capital projects included in the FY 2023-2028 CIP.

Expenditures will continue indefinitely.