Public School Capital Outlay Council PUBLIC SCHOOL FACILITIES
Public School Capital Outlay Council PUBLIC SCHOOL FACILITIES AUTHORITY (PSFA) 2005 -2006 STANDARDS-BASED CAPITAL OUTLAY PROCESS & PROGRAMS Presented by: Robert Gorrell, Director, PSFA Tim Berry, Deputy Director, PSFA April 6, 2005 -- Spring Budget Workshop Sheraton Old Town, Alvarado Ballroom “G” 3: 30 pm – 5: 00 pm
Presentation Outline q q q Introduction Purpose of the PSCOC Members of the PSCOC PSFA Responsibilities PSCOC/PSFA Grant Programs Other Eligibility Requirements Goals and Options New Mexico Condition Index The Application Timeline Discussion/Questions
Introduction n Public school capital outlay is financed by and the responsibility of school districts and the state. n Three pillars that support the new process: ¨ Adequacy ¨ Uniformity ¨ Fairness n Adequacy -- Establish the minimum acceptable level for the physical condition and capacity of buildings, the educational suitability of facilities and the need for technological infrastructure. n Uniformity -- Adequacy Standards applied statewide; every school district may apply for funds. n Fairness -- Utilize the New Mexico Condition Index (NMCI) database to help prioritize facilities needs throughout the state.
Membership of the PSCOC q q q q q James Jimenez (DFA Secretary), Chair Catherine Smith (PEC Designee) Dr. Elizabeth Gutierrez (Governor Designee) Dr. Veronica Garcia (PED Secretary) David Abbey (LFC Director) Paula Tackett (LCS Director) Dr. Pauline Rindone (LESC Director) Vicki Smith (NMSBA President) Lisa Martinez (CID Director)
PSFA Responsibilities q q q q Staff to the PSCOC Assist w/ standards-based grant applications Administer the Deficiencies Correction Program (DCP) to correct life safety & health deficiencies in schools Create standardized contracts, documents and delivery processes Establish building standards Certification and training programs Assist districts in the development and implementation of five-year facility master plans Assist districts with the development and implementation of preventative maintenance programs
PSFA Responsibilities (continued) q q Assist in obtaining architectural and engineering services; Project submittal/approvals § Master Plans / Maintenance Plans § Contracts (design professional & construction) § Plan review (multi-agency approvals required) § § q q Program Statement (approval for school construction) Schematic 60% (Design Development) 100% final review (30 days prior to letting of bids) Construction management and oversight Project close-out approval
PSCOC/PSFA Grant Programs n Deficiencies Correction Program ¨ Phase I ($200 M) ¨ Phase II ($65 M) ¨ Critical Roofs (subject to passage of SB 455) n Standards-Based formula driven Capital Outlay ¨ Other roofs up to $60 M State Match (subject to passage of SB 455) n Lease Payment Assistance Program
Deficiencies Correction Program Snap-shot in time! q q q q Existing deficiencies identified by districts in 2001 Validated by Deficiencies Correction Unit in March 2002 Funding limited to existing life/safety/health deficiencies Priority deficiencies corrected uniformly across state where conditions exist Appropriations to date: $265 M. Total projects to date: 336 totaling $230. 4 M have been allocated by the Council Remaining projects are to be identified & funded by June 2005 and completed by June 2007 Pending passage of SB 455, subject to available funding, severely deficient roofs originally identified will be addressed (approximately $30 M) Transition to Standards-Based process…
Capital Outlay Grants q All districts are eligible regardless of bonded indebtedness. q Standards-based grant application needs based upon Adequacy Standards adopted August 2002. q Priority consideration to the greatest standards-based facility needs, compared school-by-school throughout the state.
Capital Outlay Grants $124. 7 M Standards-Based $73. 8 M 02 -03 Continuation
Capital Outlay Grants (continued) The district has used its resources in a prudent manner. q Award phasing commitments to each whole project – multi-year funding scenarios. q Districts shall be responsible for a matching share that will vary from 0 -90% as determined by formula in statute. q District matching fund required to be in place within two bond cycles before reversion back to the capital outlay fund for re-allocation. q
Capital Outlay Grants (continued) q State share of awards are reduced by Legislative appropriations to districts (2003 present). § Pending passage of SB 455, educational technology appropriations will be offset against capital outlay grants, including carry forward from ed. tech. q Last year of Continuation Projects, which were funded in the 2003 – 2004 cycle, and require additional funding to meet Statewide Adequacy Standards. § Pending passage of SB 455.
Other Eligibility Requirements q q q The school district has submitted a "five year" facilities master plan that includes each school (including charters) in the district, each school's facilities utilization and enrollment projections, and all capital projects prioritized and that consider NMCI ranking The school district has submitted a preventive maintenance plan for PSCOC approval. The preventive maintenance plan must include each public school facility in the district The application includes the capital needs of any charter school(s) located in the school district, or the school district has shown that the capital needs of the charter schools are not as great as the capital needs requested in the application The application includes the capital needs to maintain a full day kindergarten program if not already fully implemented The school district has provided insurance for buildings of the school district in accordance with the provisions of Section 13 -5 -3 NMSA
Goals & Options q Improve the built learning environment as quickly as possible with available resources. q Encourage solid capital planning so that district funding is aligned with Adequacy Standard priorities and projects begin shortly after awards. q Reduce all project durations by excellent planning. q Direct payment or reimbursement. q Direct/Indirect project management by PSFA n District preferences & financial capabilities n Certification Training (procurement, contracts) n PSFA Staffing
New Mexico Condition Index: NMCI (%) NMCI is the empirical basis for standards-based priority consideration of school facilities (relative NMCI values %). Each year a ranked list is published. PSCOC works down the ranked list each funding cycle until every school facility in the state meets the Adequacy Standards for the delivery of quality education in a safe, clean and fully functional facility. The NMCI rankings may change through data evaluation, revision and appeals process. The number of projects considered and ultimately approved is subject to available annual funding.
New Mexico Condition Index: NMCI (%) • NMCI begins with a simple Facility Condition Index (FCI) • Based on BOMA Standards • Measures Facility Life Cycles • Includes a 3% Annual Cost Escalation (inflation) Formula: Needed Repairs ($) Replacement Value = “Simple” FCI Example: Needed Repairs of $10 K = 10% Facility Value of $100 K
New Mexico Condition Index: NMCI (%) Weights applied to Facilities Condition Index (FCI) Category Description 1 Adequacy: life, safety, health Weight 3. 5 7 3 2 Adequacy – Space (growth) Mitigate Additional Damage Potential Mission Impact/ Degraded 3. 0 2. 0 1. 5 6 5 Adequacy – Facility Grandfathered or State Recommended 1. 0 0. 5 8 4 Adequacy -- Equipment Beyond Expected Life 0. 5 0. 25
New Mexico Condition Index: NMCI (%)
The Standards-Based Application http: //www. nmschoolbuildings. org
Capital Award Timeline 04/12 – 04/13 Application Training (Location TBA) 04/14 District corrections to FAD data due to PSFA 04/20 PSCOC Meeting - Revised NMCI rankings 05/02 PED to Calculate State/Local Match (%) 05/06 District appeals of rankings due to PSFA 05/06 2005 -2006 Initial Application Deadline 05/16 – 07/01 PSFA Site Visits & Assistance 05/18 PSCOC Meeting – Appeals Hearing 05/20 NMFCI rankings and potential pool published. 07/15 Final Revised Application Deadline 08/03 – 08/05 09/21 PSCOC Presentation Meetings PSCOC 2005 -2006 Grant Awards Meeting
PSCOC Lease Payment Assistance q. Up to $4 M annually (FY 2005 -2009) may be awarded for lease payments for classroom facilities including facilities leased by charter schools q 2004 -2005 Awards: $1. 8 M to 33 schools (28 charter) q. Amount of grants may be up to the lesser of the total annual lease cost or $300 per MEM q. Not available for first year charter schools q. Subject to passage of SB 455: § § § Increase to $600 per MEM First year charter schools eligible based on projected enrollment Retroactive reimbursement for new charter schools in the 2005 award cycle year. 2005 -2006 Timeline: § June 15 Application mailed to districts § July 22 Applications due to PSFA § September 21 Awards
PSFA Support Your PSFA Regional Managers are your primary source for PSFA assistance. Assistance is available in the following areas: n n n Project Planning Code Assistance Plan Checking Rules for RFPs & Contracts Building Standards n n n Project Management Project Close-out Training – CIMS, FAD, Procurement, etc. Application Assistance NMCI Database Validation
PSFA Management Regions
Post Award: District Responsibilities q Designate “District Representative” to serve as single point-of-contact for all PSCOC funded work. q The Work belongs to the District! § The PSFA is available to assist § The District must manage it’s own work q Provide centralized purchasing functions in accordance with the Procurement Code. q District central purchasing shall: § Draft Requests for Proposals (RFP) § Issue legal notices § Administer RFP selection process § Draft contracts § Issue Invitation to Bid (ITB) § Process Pay Apps. (to PSFA-RM)
PSFA Assistance q Training: Julia Small jsmall@psfa. k 12. nm. us 505 -843 -6272 q Application questions: Tim Berry tberry@psfa. k 12. nm. us 505 -988 -5989 q Adequacy Standards questions: Bill Sprick bsprick@psfa. k 12. nm. us 505 -843 -6272 q Master Planning questions: Angela Robbins arobbins@psfa. k 12. nm. us 505 -843 -6272 q Maintenance Planning questions: Bob Bittner bob. bittner@psfa. k 12. nm. us 505 -843 -6272 q Lease Payment questions: Jeffrey Eaton jeaton@psfa. k 12. nm. us 505 -988 -5989
THE END PUBLIC SCHOOL FACILITIES AUTHORITY http: //www. nmschoolbuildings. org
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