Current through Register Vol. 49, No. 9, September, 2024
3.00
DEFINITIONS - For the purpose of these Rules, the following terms mean:
3.01 "Academic facility" - A building or
space, including related areas such as the physical plant and grounds, where
public school students receive instruction that is an integral part of an
adequate education as described in Ark. Code Ann. §
6-20-2302.
3.01.1 A public school building or space,
including related areas such as the physical plant and grounds, used for an
extracurricular activity or an organized physical activity course as defined in
Ark. Code Ann. §
6-16-137
shall not be considered an academic facility for the purposes of these Rules to
the extent that the building, space, or related area is used for
extracurricular activities or organized physical activities courses, except for
physical educational training and instruction under Ark. Code Ann. §
6-16-132;
3.01.2 The Division of Public School Academic
Facilities and Transportation shall determine the extent to which a building,
space, or related area is used for extracurricular activities or organized
physical activities courses based on information supplied by the school
district and, if necessary, on-site inspection;
3.01.3 Buildings or spaces, including related
areas such as the physical plant and grounds, used for pre-kindergarten
education shall not be considered academic facilities for purposes of these
Rules;
3.01.4 District
administration buildings and spaces, including related areas such as the
physical plant and grounds, shall not be considered academic facilities for the
purpose of these Rules; and
3.01.5
Facilities owned and/or operated by education service cooperatives, leased
facilities (other than facilities which are part of a lease purchase
agreement), portable buildings, modular buildings and facilities owned by
others but occupied by school districts are not considered academic school
facilities for purposes of these Rules.
3.02 "Academic Facilities Partnership
Program" - The process under which the Arkansas Division of Public School
Academic Facilities and Transportation shall provide state financial
participation based upon a school district's academic facilities wealth index
in the form of cash payments to a school district for eligible new construction
projects.
3.03 "Academic facilities
wealth index" - A percentage derived from the following computations:
(1) Determine the value of one (1) mill per
student in each school district as follows:
(a) Multiply the value of one (1) mill by the
total assessed valuation of taxable real, personal, and utility property in the
school district as shown by the applicable county assessment for the most
recent year; and
(b) Divide the
product from (l)(a) above by the greater of the prior year average daily
membership of the school district or the prior three-year average of the school
district's average daily membership;
(2) Determine student millage rankings by
listing the computation under (1) above of this section for each school
district from students with the lowest value per mill to students with the
highest value per mill;
(3)
Allocate the student millage rankings into percentiles with the first
percentile containing the one percent (1%) of students with the lowest value
per mill and the one-hundredth percentile containing the one percent (1%) of
students with the highest value per mill; and
(4) Divide the value of one (1) mill per
student in each school district as computed under (1) above by the amount
corresponding to the ninety-fifth percentile of the student millage rankings
under (3) above.
(5) The percentage
derived from the computation under (4) above is the academic facilities wealth
index for a school district, which shall be computed annually and used to
determine the amount of the school district's share of financial participation
in a local academic facilities project eligible for state financial
participation under priorities established by the Division of Public School
Academic Facilities and Transportation.
3.04 "Add-ons" - Additional academic areas or
spaces which are constructed as a part of or separate additions to an existing
academic area or space, and which falls under the definition of "New
Construction" contained in Section 3.15 3.17 of these Rules.
3.05 "Arkansas Public School Academic
Facilities Manual" - A document which contains uniform standards to guide the
planning, design and construction of new academic facilities and additions to
existing academic facilities and which is hereby incorporated into and made a
part of these Rules, as "Appendix B" to these Rules, as if the Manual was fully
set forth herein. The Manual can also be accessed on the Division's website
(
www.arkansasfacilities.com).
3.06 "Alternative Project" - A project
proposed by the Division, that will accomplish creating a safe, dry and healthy
atmosphere and meet the suitability need of the school district or individual
school facility and is in compliance with the state standards. The state
financial participation for the alternative project will be determined in
accordance with Sections 3.23, 3.31, 5.02 and 6.03 of these rules. The Division
will coordinate the development of the alternative project with the school
district.
3.07 "Commission" - The
Commission for Arkansas Public School Academic Facilities and
Transportation.
3.08 "Configuration
(Re-Configuration)" - The systematic grouping of grades as determined by the
school district at any school(s) campus. Re- configuration is the process of
changing the present school(s) configuration, by the school district, to align
a different grade configuration. The configuration or re-configuration is
determined by the school district.
3.09 "Consolidation/Annexation Project" - A
new, complete school campus or one or more additions to existing campuses for
the specific purpose of supporting a voluntary consolidation or annexation
petition brought by two or more contiguous districts and approved by the
Arkansas State Board of Education pursuant to Ark. Code Ann. §
6-13-1401 et. seq.
after March 1, 2010. Consolidation/annexation projects must fulfill the
requirements of Section 5.05.4 herein.
3.10 "Construction Cost" - The actual cost of
constructing a new facility as defined in Section 3.18 of these Rules. It
consists of all construction related costs, both direct and indirect, to
include but not be limited to construction contract costs and costs associated
with design, advertisement and reimbursable expenses.
3.11 "Conversion Project" - (1) A project
that converts existing academic or non-academic space into a missing academic
core, special education or student dining component of the POR and the
conversion project is part of an add-on project for which the district has
applied for partnership assistance. In such conversions, any partnership
assistance funding from the state is limited to only that amount of square
footage required by the suitability analysis for the add-on project subject to
the requirements of Section 4.01 of these Rules. The component shall meet the
POR specifications when converting or adding such a space to the district; or
(2) A new project that converts existing academic or non-academic space into a
missing academic core space only and is in compliance with the POR space
requirements. For this type of conversion project, state partnership assistance
funding shall only be allowed provided the district has no suitability square
footage need and the project is limited to no more than the component number
and square footage spaces required in Academic Core of the POR.
3.12 "Division" -The Arkansas Division of
Public School Academic Facilities and Transportation.
3.13 "Facility Condition Index" - That
particular index obtained by dividing the existing condition costs (that cost
to bring a public school academic facility up to current standards) by the
facility's replacement cost, using data for such costs available in 2004 or
later data if the Division has such data available.
3.14 "Facilities master plan" - A ten-year
plan developed by a school district that contains current enrollment
projections, the school district's strategy for maintaining, repairing,
renovating, and improving through new construction or otherwise the school
district's academic facilities and equipment and other information as required
by law.
3.15 "Facilities
improvement plan" - An improvement plan developed by a school district for a
public school or school district identified as being in academic facilities
distress, or by a school district which has been notified after February 1,
2008, by the Division of non-participation in the Academic Facilities
Partnership Program by failing to apply for state funding for necessary
facilities to meet adequacy requirements, that supplements the school
district's facilities master plan by:
3.15.1
Identifying specific interventions and actions the public school or school
district will undertake in order to correct deficient areas of practice with
regard to custodial, maintenance, repair and renovation activities with regard
to academic facilities in the school district; and
3.15.2 Describing how the school district
will remedy those areas in which the school district is experiencing facilities
distress, including the designation of the time period by which the school
district will correct all deficiencies that placed the school district in
facilities distress status.
3.16 "Local Resources" - Any moneys lawfully
generated by a school district for the purpose of funding the school district's
share of financial participation in any academic facilities project for which a
school district is eligible to receive state financial participation under
priorities established by the Division. Also referred to as "raised funds" for
the purpose of defining "Self-Funded Project."
3.17 "New Construction" - Any improvement to
an academic facility and, if necessary, related areas such as the physical
plant and grounds, that brings the state, condition or efficiency of the
academic facility to a state of condition or efficiency better than the
academic facility's original condition of completeness or efficiency. "New
construction" includes a new addition to an existing facility and construction
of a new academic facility.
3.18
"New Facilities" - A new construction project which is neither an addition to,
renovation, or conversion of an existing facility; nor a project involving
maintenance, renovation, or repair of an existing facility; but is a new
addition to a school district's building inventory.
3.19 "Non-academic facility" - A building or
space that is not used for the provision of student instruction that is an
integral part of an adequate education as described in Ark. Code Ann. §
6-20-2302.
The term "non-academic facility" comprises, but is not limited to, those
buildings, spaces and grounds described in Subsections 3.01.1, 3.01.3, 3.01.4
and 3.01.5 of these Rules, or any buildings, spaces or grounds that do not fit
the definition of "Academic Facility" set forth in Section 3.01 of these
Rules.
3.20 "Prioritization" - That
methodology established by the Commission, and set forth in these Rules in
Section 5.05, which provides a system of ranking new construction projects and
those projects which are not categorized "warm, safe and dry" under Section
5.05 of these Rules submitted for state financial participation in the
Partnership Program, in order to comply with Ark. Code Ann. §
6-20-2507
and the necessary and appropriate allocation of limited funding
resources.
3.21 "Program of
Requirements (POR)" - The requirements that each new construction project which
is not a "warm, safe and dry" project is required to adhere to as the
established minimum adequate components, and total square footage required in a
school construction project as otherwise permitted in Section 4.02 of these
Rules for add-on projects and as set forth in the Arkansas Public School
Academic Facilities Manual. The POR is hereby incorporated into and made a part
of these Rules, as "Appendix C" to these Rules, as if the POR was fully set
forth herein.
3.22 "Project" - An
undertaking in which a school district engages in:
(a) Maintenance, repair, and renovation
activities with regard to an academic facility;
(b) New construction (warm, safe and dry) of
an academic facility; or
(c) Any
combination of maintenance, repair, and renovation activities with regard to an
academic facility and new construction activities with regard to an academic
facility.
3.23 Project
Cost - A projected construction cost determined by the Division utilizing the
specific project cost funding factors stipulated in Ark. Code Ann. §
6-20-2509
and localized to regional cost centers in the state. It serves as the basis for
the estimated state financial participation for partnership projects per square
foot. The specific project cost funding factors, New Facilities Project Cost
Funding Factor and Warm, Safe and Dry (Renovation) and Conversion Project Cost
Funding Factor, are defined as set forth in Sections 3.23.1 and 3.23.2 of these
Rules. Neither the New Facilities Funding Factor nor the Warm, Safe and Dry
(Renovation) and Conversion Project Cost Funding Factor shall include land
purchases, mold abatement or removal, environmental clean-up, supersite
clean-up, or qualification for LEED or Green Globes certification pursuant to
Section 10.0 of these Rules.
(i) The Project
Cost for newly constructed academic facilities or additions for which a square
foot cost would be applicable to all facets of the construction will be the
lesser of either:
(a) The New Facilities
Project Cost Funding Factor which shall be that factor established on a
regional basis by the Division in effect as of May 1, 2009, and updated
annually by the Division in compliance with Ark. Code Ann. §
6-20-2509;
plus the appropriate soft cost for demolition costs and/or asbestos abatement
in the amount of one (1) percent of the Funding Factor for each category
(however, the Funding Factor shall not increase to more than $175.00 per square
foot without the approval of the Commission) multiplied by the project approved
size in square feet; or
(b) The
actual construction cost amount of the project.
(ii) The Project Cost for projects which are
building systems or components thereof, not covered in Section 3.23(i) of these
Rules (above), will be the lesser of either:
(a) The Warm Safe and Dry (Renovation) and
Conversion Project Cost Funding Factor (which shall be that factor established
on a regional basis by the Division in effect as of May 1, 2009, and updated
annually by the Division in compliance with Ark. Code Ann. §
6-20-2509;
plus the appropriate soft cost for demolition costs and/or asbestos abatement
in the amount of one (1) percent of the Funding Factor for each category
multiplied by the approved unit of measure per project (however, the Funding
Factor shall not increase to more than $175.00 per square foot without the
approval of the Commission) multiplied by the project approved size in square
feet; or
(b) The actual
construction cost of the project.
3.23.1 New Facilities Project Cost Funding
Factor - That factor, based upon grade level configuration of the public school
academic facility and the proposed enrollment within the facility and
regionalized to twelve (12) different areas within the state, which the
Division will use to provide a funding amount for construction projects covered
by Section 6.03(i) of these Rules on a square foot basis.
3.23.2 Warm, Safe and Dry (Renovation) and
Conversion Project Cost Funding Factor - That factor, based upon the amount of
square footage contained, the type of conversion of existing space to a
different use or the type of item or system renovation regionalized to twelve
(12) different areas within the state, which the Division will use to provide a
funding amount for construction projects covered by Section 6.03(h) of these
Rules on a square foot basis.
3.24 "Project Funding Cycle" - A two (2) year
cycle for which school districts' Partnership Projects submitted by a specified
deadline in an even-numbered year are reviewed by the Division for state
financial participation by May 1 of the succeeding odd-numbered year.
3.25 "Public School Facility" - Any public
school building or space, including related areas such as the physical plant
and grounds, that is used for any purpose, including, without limitation:
3.25.1 An extracurricular activity;
3.25.2 An organized physical activity course
defined in Ark. Code Ann. §
6-16-137;
3.25.3 Pre-kindergarten education;
3.25.4 District administration; or
3.25.5 Delivery of instruction to public
school students that is an integral part of an adequate education as described
in Ark. Code Ann. §
6-20-2302.
3.26 "Renovation Project" - A
"warm, safe and dry" new construction project addressing a facility system. To
receive state financial participation, the project must be a "warm, safe and
dry" project.
3.27 "Resolution" - A
written document voted upon and approved by at least a majority of a quorum of
a school district's Board of Directors at a lawfully called meeting, which
certifies the school district's dedication of local resources to meet the
school district's share of financial participation in the new construction
project.
3.28 "Schematic Drawing" -
A diagram which fully illustrates all of the areas, spaces and dimensions of a
new construction project, and meets any additional requirements set forth in
Section 7.02(i) of these Rules. The schematic drawing does not have to be
prepared by a licensed architect, but must meet the approval of the Division as
to the actual detail required.
3.29
"School district" - A geographic area with an elected board of directors that
qualifies as a taxing unit for purposes of ad valorem property taxes under
Title 26 of the Arkansas Code and which board conducts the daily affairs of
public schools under the supervisory authority vested in it by the General
Assembly and Title 6 of the Arkansas Code.
3.30 "Self-Funded Project" - A project where
the moneys needed to complete the project are one hundred percent (100%) raised
and provided by the school district, and that shall be submitted to and
approved by the Division upon compliance with state codes and standards. Any
project, whether the district requests state financial participation or not,
shall meet the standards of the Arkansas Public School Academic Facilities
Manual or industrial codes and the Program of Requirements.
3.31 "State financial participation" - The
state's share of financial participation in a local academic facilities project
eligible for state financial participation according to the prioritization
schedule established by the Commission and set forth in Section 5.05 of these
Rules.
3.32 "Suitability" - The
process undertaken by the Division to determine whether any existing academic
facility is eligible for state financial participation for new construction
projects, as set forth in Section 5.05 of these Rules. The state financial
participation shall be the project cost described in Section 3.23 multiplied by
the difference of one hundred percent (100%) minus the school district's wealth
index. Except for approved warm, safe and dry projects, only that space total
gross square footage required by the POR which is not already deemed available
to a school district, whether on an existing campus or a new school campus,
shall be determined eligible for state financial participation.
3.32.1 On An Existing Campus:
When a school district is proposing to build an academic facility
on an existing campus with existing educational facilities, the Division shall
compare the appropriate existing total gross square footage space of the
existing facility on the campusto the total gross square footage
space requirements of the POR for the proposed new school facility based on the
projected student enrollment by grade level. After making the comparison, the
school will only be deemed to not be suitable and thus eligible for state
financial participation on a proposed facility project for the additional gross
square footage space required in the POR not currently available on the school
campusor on other campuses affected by grade reconfigurations as
part of the project. However, the state recognizes that four particular space
areas existing in school districts may skew the comparison of existing space to
that of the required POR space. Therefore, the Division will not count as
existing space that total gross footage area above the required POR standard
for the following four areas: Physical Education, Media Center, Student Dining
and Performing Arts.
3.32.2
On A New School Campus:
When a school district is proposing to build a new academic
facility on a school campus for which the Division determines there are no
other currently existing appropriate school facilities or the district is
seeking a separate LEA number for the new academic facility, the Division shall
compare the total gross square footage required by the POR for the proposed
facility for the appropriate student grade population to that currently
existing total gross square footage available in the districtfor
the appropriate student grade population in their final grade configuration
less the gross square footage to be demolished as part of the proposed project.
The Division shall also include other campuses and grades affected by grade
reconfigurations as part of the project. After making the comparison the school
will only be deemed to not be suitable and thus eligible for state financial
participation on a proposed facility project for that additional space required
in the POR not currently available in the school district for the appropriate
student population in their final grade reconfiguration. The State recognizes
that four particular space areas existing in the school district may skew the
comparison as mentioned above in Section 3.32.1 of these Rules in the "on an
existing campus" comparison. As a result, the Division will give the same
consideration and not count as existing space that total gross footage area
above the required POR standard already existing in the district.
3.32.3 Warm, safe and dry: For new
construction projects not requesting additional space or replacement of
academic square footage, state financial participation will only be provided
for "warm, safe and dry" projects as defined in Section 3.34 of these Rules.
Suitability for warm, safe and dry analysis and determination shall be made on
a warm, safe and dry project by project basis and shall be determined based on
the actual need as determined by the Division using current Facilities Manual
standards.
3.33 "Waiver"
and "Variance" - The process by which a school district in unusual and limited
circumstances may seek a waiver or variance from Sections 4.06, 4.07, 4.09,
7.06 and 7.07 of these Rules as approved by the Division.
3.34 "Warm, safe and dry" - New construction
projects that support a facility's needs as they pertain to fire and safety
needs, roofing, major plumbing replacements, major electrical replacements,
HVAC systems and structural needs. These projects must apply to the entire
facility or system or if a separate building the entire building. Fire and
safety needs include fire alarms and warning systems and fire prevention
systems, but do not include surveillance systems, security systems or closed
circuit TV systems. Warm, safe and dry projects do not include asbestos
abatement, land purchases, demolition and removal costs of school facility
structures, environmental clean-up or supersite clean-up.
4.00 SUBMISSION PROCESS
4.01 All applications for state financial
participation under a Project Funding Cycle of this Partnership Program shall
be postmarked, or received, via first class mail return receipt requested or
via stamped receipt of hand delivery, in the Office of the Director of the
Division of Public School Academic Facilities and Transportation, 501 Woodlane,
Suite 600, Little Rock, Arkansas 72201, no later than 4:30 p.m. on March 1 of
every even-numbered year.
4.01.1 If, during an
even-numbered year, the Arkansas State Board of Education orders the
involuntary annexation or consolidation of school districts, the receiving or
resulting school district after annexation or consolidation may submit an
updated master plan to the Office of the Director of the Division of Public
School Academic Facilities and Transportation no later than January 1 of the
following odd-numbered year.
4.01.2
If, during an even-numbered year, the Arkansas State Board of Education orders
the involuntary annexation or consolidation of school districts, the receiving
or resulting school district after annexation or consolidation may submit an
application for state financial participation under this Partnership Program to
the Office of the Director of the Division of Public School Academic Facilities
and Transportation no later than February 1 of the following odd-numbered
year.
4.01.3 For the purposes of
Section 4.01.1 and 4.01.2, the phrase "involuntary annexation or consolidation"
includes annexations or consolidations approved or required by the Arkansas
State Board of Education pursuant to Ark. Code Ann. §
6-13-1601 et
seq.
4.02 A school
district may apply for state financial partnership participation under these
Rules for projects that fall under one (1) of the following categories:
* Warm, safe and dry (renovation);
* New facilities;
* Add-ons and/or Conversions; and
* Consolidation/annexation projects.
If the state provides financial participation for an add-on or
conversion project, or a consolidation/annexation project that adds space to an
existing campus, the district must construct any missing component to the POR
specification. The district will have to choose a component contained in the
POR it does not have and add it, in the following order:
* Academic Core Areas;
* Special Education;
* Student Dining;
* Administrative
The state will not participate in add-on projects concerning
gymnasiums, media centers and/or auditoriums if the district already has this
space and is in need (according to the POR) of Academic Core Areas, Special
Education or Student Dining Areas.
The state will consider the replacement of demolished space to be
a prudent and resourceful expenditure of state funds issue. School districts
are encouraged to discuss such issues with the state before entering into
demolition projects when the districts will be filing applications for state
partnership assistance.
School districts applying for state financial participation for
projects that support their Facilities Master Plan shall file applications (and
approved schematic drawings) using the application forms attached to these
Rules as "Appendix A" and which are hereby incorporated into and made a part of
these Rules as if fully set forth herein and are listed in the district's
Facilities Master Plan. No project shall be considered for state financial
partnership participation unless it is included in the district's Facilities
Master Plan.
4.02.1 The timelines set
out in Section 4.01 of these Rules concerning submission of partnership
applications with schematic drawings must be complied with.
4.03 Except for those facilities
which have FCI of greater than .65, any project that applies for state
financial assistance which cannot prove suitability and involves the demolition
of space for replacement of the same space will be considered a prudent and
resourceful expenditure of state funds issue. To the extent that the school
district can show that the facility has a FCI greater than .65 and that the
renovation or replacement of the facility represents a prudent and resourceful
expenditure of state funds, even though there is no suitability need, the state
will consider it a project for state partnership assistance.
4.04 Any submission for state financial
participation which does not comply with applicable state laws and these Rules
shall be denied by the Division. Any district whose submission is denied by the
Division under this Section 4.04 may submit a written appeal of the Division's
decision to the Commission.
4.05 In
order to apply for state financial participation in a new construction project,
a school district shall provide the Division with a detailed narrative,
description and justification for the project and evidence of:
4.05.1 Preparation for the new construction
project as demonstrated by inclusion of the new construction project in the
school district's facilities master plan;
4.05.2
(i) The adoption of a resolution
certifying to the Division the school district's dedication of local resources
to meet the school district's share of financial participation in the new
construction project.
(ii) The
resolution shall specify the approximate date that the board of directors of
the school district intends to seek elector approval of any bond or tax
measures or to apply other local resources to pay the school district's share
of financial participation in the new construction project;
4.05.3 The total estimated cost of the new
construction project that shall be a minimum of three hundred dollars ($300)
per student or one hundred and fifty thousand dollars ($150,000) whichever is
less, per campus or district depending upon whether the project is a campus or
district project.
4.05.4 The new
construction project's conformance with sound educational practices;
4.05.5 The new construction project's
compliance with current academic facilities standards, including, without
limitation, appropriate space utilization of the applicable school in the
district as determined by the Division;
4.05.6 The allocation of project costs
between new construction activities and maintenance, repair, and renovation
activities if the new construction project includes improvements that could be
classified as maintenance, repair, and renovation;
4.05.7 How the new construction project
supports the prudent and resourceful expenditure of state funds and improves
the school district's ability to deliver an adequate and equitable education to
public school students in the district.
4.05.8 A statement of the district's intent,
if any, to seek incentives for LEED Certification or Green Globes Certification
pursuant to Section 10.03 of these Rules.
4.06 All proposed new construction projects
shall be in compliance with the standards set forth in the Arkansas Public
School Academic Facilities Manual which is attached to these Rules as "Appendix
B", as set forth in Section 3.05 of these Rules.
4.06.1 Variances to the Arkansas Public
School Academic Facilities Manual standards may be granted by the Division upon
the presentation of evidence of existing conditions that makes compliance with
applicable standards impractical or unreasonably burdensome, and;
4.06.2 Other conditions determined by the
Division as warranting a variance from applicable public school academic
facility standards.
4.07
All applications for state financial participation under this Partnership
Program for new construction projects which are not considered "warm, safe and
dry" projects pursuant to these Rules shall be prepared in accordance with the
Program of Requirements except in unusual and limited circumstances (including,
but not limited to, the variances set forth in Sections 4.06.1 and 4.06.2 of
these Rules) where the Division determines that a waiver of the POR is the only
means whereby the district can meet adequacy requirements. The POR is attached
to these Rules as "Appendix C", as set forth in Section 3.21 of these Rules. In
such instances, a district may submit a request in writing to the Division,
signed by the district's Superintendent and President of its Board of
Directors, setting forth in detail the circumstances requiring the waiver for
the POR. No waiver request shall be deemed granted unless and until an Order to
that effect has been signed by the Division.
4.08 A district may request and be granted by
the Division a review conference that shall be held within twenty (20) working
days after the date of request. The district may be advised through the review
conference process by an architectural and engineering firm if the school
district pays the cost of the advice from the architectural and engineering
firm.
4.08.1 The review conference shall
consider the following:
(i) That the proposed
project is academic;
(ii) The
application of the space calculation to the project agreed upon by the district
and the Division;
(iii) The wealth
index of the district and the date at which the wealth index will be applied to
the partnership project if approved;
(iv) The project cost promulgated by the
commission under Ark. Code Ann. §
6-20-2509,
for the project and the date on which the project cost data will be applied to
the partnership project if approved;
(v) A projected amount of state funding based
on current application of the wealth index and the project cost promulgated by
the commission under Ark. Code Ann. §
6-20-2509,
to the planned project for planning purposes to allow a projection of local
funding share required.
(vi) The
Division shall make a record of the findings of the review
conference.
4.09 The minimum requirement set forth in
Section 4.05.3 of these rules may be waived by the Division upon a
recommendation being made by the Director of the Division to the Commissioners
for the Division for the minimum to be waived for cause and a majority of the
Commission supports the waiver.
5.00 DIVISION'S EVALUATION AND APPROVAL OF
SCHOOL DISTRICT'S APPLICATION
5.01 The
Division shall use criteria to evaluate a school district's application for
state financial participation in a new construction project, pursuant to Ark.
Code Ann. §
6-20-2507,
which shall include, without limitation, the following:
5.01.1 How the school district's facilities
master plan and current academic facilities do not address the following:
(i) Student health and safety, including,
without limitation, but not limited to, critical health and safety
needs;
(ii) Compliance with current
academic facilities standards, including, without limitation, appropriate space
utilization of existing academic facilities in the district;
(iii) Conformance with sound educational
practices;
(iv) Curriculum
improvement and diversification, including, without limitation, the use of
instructional technology, distance learning, and access to advanced courses in
science, mathematics, language arts, and social studies;
(v) Multischool, multidistrict, and regional
planning to achieve the most effective and efficient instructional delivery
system;
(vi) Reasonable travel time
and practical means of addressing other demographic considerations;
and
(vii) Regularly scheduled
maintenance, repair, and renovation;
5.01.2 How the school district's facilities
master plan and any new construction project under the facilities master plan
address the following:
(i) Student health and
safety, including, without limitation, critical health and safety
needs;
(ii) Compliance with current
academic facilities standards, including, without limitation, appropriate space
utilization of existing academic facilities in the district;
(iii) Conformance with sound educational
practices;
(iv) Curriculum
improvement and diversification, including, without limitation, the use of
instructional technology, distance learning, and access to advanced courses in
science, mathematics, language arts, and social studies;
(v) Multischool, multidistrict, and regional
planning to achieve the most effective and efficient instructional delivery
system;
(vi) Reasonable travel time
and practical means of addressing other demographic considerations;
and
(vii) Regularly scheduled
maintenance, repair, and renovation;
5.01.3 How the new construction project
supports the prudent and resourceful expenditure of state funds and improves
the school district's ability to deliver an adequate and equitable education to
public school students in the district;
5.01.4 How the new construction project has
been prioritized by the school district; and
5.01.5 The allocation and expenditure of
funds in accordance with this subchapter and the Arkansas Public School
Academic Facility Program Act, Ark. Code Ann. §
6-21-801 et seq.
5.02 The Project Cost shall be
limited to the cost for an alternative project if the Division determines that
an alternative project meets facility standards and addresses the suitability
and safe, dry and healthy needs expressed by the district in its master plan
and project application. The alternative project may consist of replacement of
the original facility or component to the original configuration of
construction at the most current state standard.
5.03 If a school district should fail to
comply with any of the requirements set forth in state law and/or these Rules
concerning the Division's evaluation of its application, the Division and
Commission can deny the application for state financial participation.
5.04
(i) The Division shall review all projects
submitted to determine their suitability for state financial participation,
pursuant to the suitability criteria set forth in Section 3.32 of these
Rules.
(ii) No project that is
determined by the Division to go beyond "suitable" will be approved for state
financial participation.
5.05 Prioritization of Projects: All approved
partnership projects for each fiscal year shall be funded according to the
following order as funding shall become available:
5.05.1 Warm, safe and dry
All warm, safe and dry new construction projects for which the
Commission determines that a school district is currently not in suitable
condition shall be entitled to receive state partnership assistance in a
ranking of first order prior to any other partnership project. Any and all
warm, safe and dry projects for which the Commission determines the district is
currently in a suitable condition shall not be entitled to any state
partnership assistance for that particular project or part thereof. To the
extent there is limited funding available, the warm, safe and dry project shall
be prioritized according to the school district's Actual Growth and Wealth
Index and the campus or district FCI (depending upon the type of project for
which the district applies for state partnership assistance) as is done in
Section 3.32.3 of these Rules.
The suitability analysis and determination of warm, safe and dry
shall be performed as per Sections 3.32.3 and 3.34 of these Rules.
5.05.2 New Construction -
additions to existing facilities or entirely new facilities;
All new construction partnership projects which are approved by
the Commission because a school district or campus is currently deemed not
suitable shall be ranked and, thus, entitled to receive state partnership
assistance in the following order according to the following procedure of
ranked order:
First, the Division shall numerically rank all school projects
based on a ten (10) year actual growth of student population review with the
districts with the greatest percentage of growth being ranked first and
districts with the least percentage of student growth ranked last. The growth
is measured by showing (on a percentage basis) the student population growth
when comparing the three quarter average daily membership of the district ten
(10) years ago to the district's three quarter average daily membership in the
previously completed school year. If a district has not been in existence for
at least ten (10) school years as a result of the annexation or consolidation
of other districts into it or with it, then for any years within the last ten
(10) years for which the district was not in existence its three quarter
average daily membership shall be the sum of the three quarter average daily
membership of those former school districts that now comprise the school
district applying for state financial participation.
Second, the Division shall numerically rank all school projects
based on the Facility Condition Index (FCI) of the district or campus depending
on what type of project is proposed. The projects with the greatest FCI shall
be ranked first and in descending order to the projects with the least
FCI.
Third, the Division shall numerically rank all school projects
based on the Facilities Wealth Index of the school district. The districts with
the least Wealth Index shall be ranked first with the districts with the
greater Wealth Index numerically ranked last.
Fourth, the Division shall average the numerical Growth, FCI and
Wealth Index ranking of each school's project. Once each project is averaged,
the Division shall establish a ranked order with the projects with the lowest
average score being ranked first and the projects with the highest average
score being ranked last.
Any project for which the Commission determines the district or
campus is currently suitable shall not be entitled for any state partnership
assistance in that year's partnership cycle.
5.05.3 Conversion Projects: Conversion
projects will be reviewed against POR requirements to determine compliance with
the POR. If the Division determines that the project qualifies for state
financial participation, then the project will be subject to the conditions set
forth in Sections 4.00 and 5.00 of these Rules.
5.05.4 Consolidation/Annexation Projects
All projects that fall within the definition of
"consolidation/annexation project" listed in Section 3.09 above and that meet
all of the requirements of this section shall be entitled to apply for state
Partnership assistance. To the extent that funding is available,
consolidation/annexation projects shall be evaluated and funded based upon the
following criteria:
(i) Consolidations
or annexations involving school districts that appear on the administrative
consolidation list pursuant to Ark. Code Ann. §
6-13-1602
shall not be eligible for partnership funding for consolidation/annexation
projects;
(ii) A school district
may only apply for state partnership funding for a consolidation/annexation
project if the effect of the consolidation/annexation is to create, from two or
more contiguous districts, one resulting or receiving district, as those terms
are defined by Ark. Code Ann. §
6-13-1401;
(iii) The consolidating or annexing districts
must submit to the Division an order from the Arkansas State Board of Education
granting approval for the consolidation or annexation;
(iv) The consolidating or annexing districts
must submit to the Division all required partnership documentation pertaining
to the project;
(v) The
consolidating or annexing districts must have the proposed project listed in
the district's approved master plan, or in the alternative, submit an amended
or new master plan that includes the proposed project;
(vi) The consolidating or annexing districts
must apply for partnership funding in accordance with the partnership
application procedures contained in this rule;
(vii) The consolidating or annexing districts
must provide the names, LEA numbers and locations of all schools to be closed
as a result of the consolidation or annexation and the applicable dates of such
action when submitting their Master Plan;
(viii) Consolidation/annexation projects for
new schools shall not be penalized for current space as set forth in Section
3.32.2 above, nor shall consolidation/annexation projects be subject to the
provisions set forth in 5.02 above. The resulting or receiving district must
certify to the Division that the district's current available space will either
be used for a valid educational purpose or disposed of in a manner authorized
by law;
(ix) The Division shall
review the proposed consolidation/annexation projects to ensure that the
location of the proposed consolidation/annexation projects supports the prudent
and resourceful expenditure of state funds;
(x) In addition to the criteria set forth in
Section 5.05.4(xi) below, all consolidation/annexation projects containing
proposed additions to existing facilities will be evaluated in accordance with
Section 3.32.1 above; Except that the Division may consider all school closings
in the consolidation-annexation when determining space when available on other
campuses;
(xi)
"Consolidation/annexation" projects shall be prioritized in accordance with
Section 5.05.2 of these rules and as follows:
(a) Growth: Index: For those projects meeting
the definition of a "consolidation/annexation" project and which comply with
the requirements of this section, the Division will numerically rank the
consolidated/annexed school district's growth index at the greater of the
following two levels:
(1) the past ten years'
growth as calculated in 5.05.2 above; or
(2) the same growth level assigned to the
project of the school district with the greatest growth ranking represented in
the same project year for which the consolidation/annexation partnership
application is submitted.
(b) Wealth Index: For those projects meeting
the definition of a "consolidation/annexation" project and which comply with
the requirements of this section, the wealth index used by the Division to
calculate the state financial participation of either a new campus or an
additional space will be the lowest wealth index of the school districts
participating in the consolidation/annexation project. This wealth index will
be used only for the first partnership project undertaken by the resulting or
receiving school district;
(c)
Facility Condition Index: (FCI): For those projects meeting the definition of a
"consolidation/annexation" project and which comply with the requirements of
this section, the Division will numerically rank the consolidated/annexed
school district's project based upon the FCI of the district or campus, as
appropriate.
(xii) After
completion of the first applicable consolidation/annexation project, the
Division will calculate a new wealth index for the resulting or receiving
district that will be used to determine the amount of state financial
participation in future academic facilities projects undertaken by the
resulting or receiving district. These future academic facilities projects will
not be evaluated according to the consolidation/annexation project criteria.
Instead, the future academic facilities projects will be evaluated as a warm,
safe, and dry (renovation) project, a new facility, or as an add-on/conversion
project, as applicable;
(xiii)
Funds made available to a resulting or receiving district under the
consolidation/annexation project process shall be in addition to, not in lieu
of, funds made available to the resulting or receiving district under the
Arkansas Department of Education Rules Governing the Distribution of
Consolidation/Annexation Incentive Funding.
5.06 If the school district's new
construction project or "warm, safe and dry" project is approved for funding in
the current funding cycle, then the district must execute the Partnership
Agreement attached to these Rules as "Appendix D", as which is hereby
incorporated into these Rules as if fully forth herein. If the Partnership
Agreement is not executed within the time period set forth in Section 7.06 of
these Rules, unless there is an approved waiver, the state's financial
participation in part or in whole may be deemed null and void by the
Commission.
7.00 AGREEMENT BETWEEN THE DIVISION AND THE
SCHOOL DISTRICT CONCERNING STATE FINANCIAL PARTICIPATION
7.01 If the Division determines that the new
construction project is eligible for state financial participation, the
Division and the school district shall enter into an agreement specifying the
terms of the state's financial participation and the conditions that must be
satisfied by the school district.
7.02 At a minimum, the agreement shall:
(i) Identify the estimated amount of local
financial participation and state financial participation in the new
construction project. The estimated amount of the state's financial
participation, as stated in the agreement, will be arrived at after the
schematic drawings and any variances to the Arkansas Public School Academic
Facilities Manual are considered for new facilities, new additions to
facilities or renovations or conversions. Schematic drawings should include as
a minimum, single line drawings with dimensions, labeled to identify all spaces
in the "footprint" of the entire project. For "warm, safe and dry" projects,
the major system components and their location should be identified. The final
amount of the State's financial participation will be specified upon receipt of
the final contract amount and determined as specified in Section 6.03 of these
rules:
(ii) Define the method of
and schedule for transferring state financial participation funds to the school
district;
(iii) Identify whether
the new construction project includes any improvements that are classified as
maintenance, repair, and renovation, and how the project costs will be
allocated between new construction activities and maintenance, repair, and
renovation activities;
(iv) Define
the detailed scope of work for which the agreement applies;
(v) Provide that changes to the plans for the
new construction project shall be made in consultation with the
Division;
(vi) Provide the areas of
project responsibility of both parties during the course of the
project;
(vii) Provide that the
district shall be in compliance with all state laws concerning bidding and
construction;
(viii) Provide that
the Division or any person acting on behalf of the Division may conduct on-site
inspections of the new construction project as frequently as the Division deems
necessary to assure the prudent and resourceful expenditure of state funds with
regard to public school academic facilities;
(ix) Determine how risk will be allocated
between the school district and the state if the new construction project is
not completed;
(x) Describe how
changes in the school district's wealth index over the course of the new
construction project will be treated; and
(xi) Specify that the agreement is void and
the state will have no further obligation to provide state funds to the school
district for the new construction project that is the subject of the agreement
if the school district does not raise local resources and apply local resources
toward the new construction project as provided under the agreement.
7.03 The agreement specified above
and required by Ark. Code Ann. §
6-20-2507
is attached to these Rules as "Appendix D", as set forth in Section 5.06 of
these rules.
7.04 All funding
agreements under these Rules are contingent upon the prudent and resourceful
expenditure of state funds as determined by the Division.
7.05 Before the district is allowed to
proceed and start construction on the project, the district must submit, and
the Division must approve, its final plans and complete
specifications.
7.06 Within sixty
(60) days of the Commission's final approval and funding of the district's
partnership project, the agreement referenced in Sections 7.02 and 7.03 of
these rules must be executed by the district and the Division. The Division
shall have the right to grant a waiver from this provision, if the district has
unusual and limited circumstances which prevent it from executing the agreement
within the sixty (60) day timeframe.
7.07 If the Partnership Agreement is not
executed within the time period set forth in Section 7.06 of these Rules,
unless there is an approved waiver request or appeal pending before the
Academic Facilities Review Board or Commission, the state's financial
participation in whole or in part may be deemed null and void by the Division.
Construction of the project, as evidenced by a signed
construction contract, must begin within eighteen (18) months from the date of
the final approval of the project by the Commission. The district must obtain
the Division's approval of the completion of all district project requirements
within four (4) years from the date of final approval of the project by the
Commission. For the purposes of this subsection, the phrase "signed
construction contract" includes construction management contracts.
A district may request a waiver of timelines in Section 7.07 of
these Rules if the district believes it can show unusual and limited
circumstances which prevent it from meeting the timelines. State financial
participation in a district's project is contingent upon the district meeting
all timelines and deadlines set forth in these Rules. Absent an approved appeal
or waiver, the Division may render the state's financial participation in a
district's project null and void in whole or in part for failure to meet all of
the timelines and deadlines set forth in these Rules and may recapture any
state partnership funding assistance funds already paid to the district.
7.08 Payment of an incentive
awarded pursuant to Section 10.0 of these Rules shall not be made to a district
until the new facilities project is completed and the appropriate third-party
certification entity or assessor has awarded final certification for the
project.
10.00 INCENTIVES FOR
"GREEN" FACILITIES
10.01 The purpose of this
Section is to encourage school districts to build environmentally-friendly hew
facilities by offering financial incentives through the Academic Facilities
Partnership Program.
10.02
DEFINITIONS - For the purpose of this Section, the following terms mean:
10.02.1.1 "LEED Certification" -
Certification of a project by a - professional third-party certification entity
pursuant to the Leadership in Energy and Environmental Design (LEED) for
Schools Rating System developed by the U.S. Green Building Council and
administered by the Green Building Certification Institute.
10.02.1.2 "Green Globes Certification" -
Certification of a project by a professional third-party assessor pursuant to
the Green Globes Rating System developed by the Green Building
Initiative.
10.03 A new
facilities project shall be eligible for financial incentives under this
Section if the school district gives timely notice to the Division of the
district's intent to seek LEED certification or Green Globes certification for
the project. In its notice, the district shall identify which specific type and
level of certification it intends to seek.
10.03.1 For applications filed for the
2011-2013 Project Funding Cycle, notice must be given no later than February 1,
2011.
10.03.2 For all subsequent
Project Funding Cycles, notice must be given concurrently with the district's
application for state financial participation under Section 4.0 of these
Rules.
10.04 A district
which completes an eligible new facilities project and successfully obtains
LEED certification or Green Globes certification for the project shall be
awarded an incentive calculated as a percentage of the amount of state
financial participation in the project, as follows:
(i) LEED Certification, Silver: One Percent
(1 %);
(ii) LEED Certification,
Gold: One and One-Half Percent (1.5%);
(iii) LEED Certification, Platinum: Two
Percent (2%);
(iv) Green Globes
Certification, Two Globes: One Percent (1%);
(v) Green Globes Certification, Three Globes:
One and One-Half Percent (1.5%); or
(vi) Green Globes Certification, Four Globes:
Two Percent (2%).
10.05
A project shall be eligible for financial incentives under this Section for
LEED certification, or for Green Globes certification, but not for both
certifications. No project shall be eligible for financial incentives for a
level of certification higher than the level identified in the district's
application for state financial participation.
10.06 Financial incentives awarded under this
Section shall be in addition to the amount of state financial participation
calculated under these Rules.
10.07
A district's application or eligibility for financial incentives under this
Section shall have no effect on the prioritization of a project under Section
5.05 of these Rules.