Current through Register Vol. 50, No. 9, September 20, 2024
A. When preparing a
five-year capital outlay plan, a first year request should reflect only those
projects which must be funded next year. If a project can wait, it should be
shown in years 2-5 of the request.
B. For projects other than those funded from
self-generated cash, federal funds or dedicated revenues, the only anticipated
source of funding available is the sale of general obligation bonds. It is,
therefore, necessary to limit capital outlay projects which do not have a cash
source of funding to those which have an anticipated useful life of 20 years or
more and a value or cost of at least $50,000. Examples of projects that qualify
for inclusion in the capital outlay bill are:
1. land acquisition;
2. site development and
improvement;
3. acquisition or
construction of buildings or other structures;
4. additions of expansions to existing
facilities;
5. major repair or
renovation of existing facilities;
6. installation, extension or replacement of
utility systems or major building system components;
7. roof replacement;
8. asbestos abatement;
9. fixed equipment which is connected to
building utility systems;
10.
initial equipment and furnishings for new buildings. However, depending on the
useful life of equipment and furnishings, a decision may be made to fund these
items through alternate sources.
C. Capital outlay requests should not include
any of the following:
1. minor repair or
renovation projects, such as painting, flooring, etc.;
2. minor roof repairs which do not extend the
useful life of the roof;
3. movable
equipment and furnishings, except that associated with new buildings;
4. vehicles of any type;
5. materials and supplies;
6. repair or renovation of minor building
components, such as plumbing fixtures, locks, etc.;
7. routine maintenance of existing
equipment.
D. All
requests are due to Facility Planning and Control by November 1, and must be
submitted through and prioritized by the appropriate governing authority. Each
department should attach a summary sheet listing all requested projects in
priority order by department. Project funding previously requested and
appropriated in a prior year capital outlay act, but for which bonds were not
sold in that prior year, must be requested again if the project funding is not
reauthorized in the current outlay act.
E. Submit six hard copies of the budget
request document and the completed diskette(s) (soft copy) along with a
transmittal to: Division of Administration, Facility Planning and Control,
State Capitol Annex, Room B-31, Post Office Box 94095, Baton Rouge, Louisiana
70804-9095. In addition, one duplicate hard copy set must be submitted at the
same time to both the: Joint Legislative Capital Outlay Committee, 21st Floor,
State Capitol, Post Office Box 94062, Baton Rouge, Louisiana 70804-9062; and
Legislative Fiscal Office, 18th Floor, State Capitol, Post Office Box 94097,
Baton Rouge, Louisiana 70804-9097.
1. For
years 2-5 requests, the agency will need to complete only the "Recap Sheet" and
the section entitled "Demonstration of Need" (Screens 1-8 in the CORTS
program).
2. If assistance is
needed in completing the forms or using the CORTS software, contact Facility
Planning and Control at (225) 342-0820 or LINC 421-0820.
F. Terms Used in Capital Outlay Requests
1. Schedule Number Department plus FACS
agency number. For nonstate entities, search for a schedule number that
applies. If one cannot be found, use schedule number 00-0000.
2. Class A Project Emergency. A capitol
project can be classified as emergency if it is essential to alleviate
conditions hazardous to life or property. Examples include extensive roof
leaks, structural defects, accreditation or code violations, asbestos/hazardous
material abatement, and extensive breakdown of HVAC systems.
3. Class B Project. Current Program
Requirements-needs that would allow an agency to bring its facilities up to
program standards set by national or regional accrediting associations. Also,
changes necessary to improve the functioning of a program belong in this
classification. This would include measures to rectify inadequacies or the
non-existence of facilities stipulated by accrediting associations required for
program achievement. It would also include provisions for major alterations to
meet or maintain current program requirements. Examples include addition of a
new program, changes or relocation of an existing program.
4. Class C Project. Anticipated Program
Needs-projects anticipated on the basis of increased enrollments, additional
service, obsolescence of existing facilities, and changing an agency's role,
scope or mission. Examples include addition of a new program, changes or
relocation of an existing program.
5. Project Title. Give the project a concise,
descriptive title. This title should be used on all correspondence,
etc.
6. Project Priority Number.
Assign a priority number to each new project request in keeping with the
relative importance to the achievement of overall department goals. The
priority number given a project must reflect the overall department priorities,
not the priorities of a single institution.
7. State Funds. Include cash from the State
General Fund.
8. General Obligation
Bonds. Bonds or other evidences of indebtedness whose debt service is payable
from the Bond Security and Redemption Fund.
9. Reimbursement Bonds. Special bonds whose
debt service is payable by revenues derived from operation of the bond funded
facility, e.g., a parking facility, toll bridge, laundry, etc.
10. Self-Generated Funds. Represents
self-generated revenue from agency operations, e.g., license fees, admission
fees, etc., or from statutory dedications.
11. Federal Funds. Any federal grant, loan,
etc., that has been applied for, awarded, or received for the
project.
12. Local and Other Funds.
Any other type of financing not covered above, including interagency transfers,
donations, etc. For nonstate entities, indicate any local matching of funds
here; this should include any local bond issue proceeds, millages, or other
forms of local participation.
13.
Land Acquisition. Cost of purchasing real property, including closing
costs.
14. Planning Cost. Fee for
professional services for planning. This figure should be 10 percent of
construction cost.
15. Construction
Cost. Cost of construction, renovation, repair, demolition or other work,
excluding land acquisition, professional fees, and other costs. This should
include the cost of all fixed equipment, such as bathroom fixtures, laboratory
and kitchen equipment, etc.
16.
Miscellaneous. Incidental expenses not listed above, including insurance, legal
and testing. This figure should be 10 percent of the construction
cost.
17. Movable Equipment.
Furnishings and equipment which are not fixed to the building or facility. If
funds for movable equipment are being requested for the current year, a
detailed, itemized listing must be provided. It should include a brief
description of the equipment, the quantity of identical pieces, the estimated
unit cost of each item, the estimated cost (sum of quantity times estimated
unit cost), and the source from which the estimate was obtained.
18. Net Area/Person. Net area per person
required to satisfy the function of the space type.
19. Net Area Required. Net area required for
each functional space type (number of people times the net area per person
required).
20. Burden Factor. Apply
a percentage to the net area which reflects architectural burden for the
facility; namely, circulation areas (corridors, elevators, stairs), janitorial
and equipment rooms, public restrooms, interior and exterior walls and
partitions, etc.
21. Total Gross
Area. This is the product of the total net area times the burden factor
percentage.
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AUTHORITY NOTE:
Promulgated in accordance with
R.S.
39:102.C.
