HomeMy WebLinkAboutGrowth Mgmt Workshop March 2006,�s . c -,K -d004
GROWTH MANAGEMENT WORKSHOP
March 3, 2006
9a.m. to 12noon
1. PLEDGE OF ALLEGIANCE
2. OVERVIEW
3. LEGAL PERSPECTIVE
4. PRESENTATION
AGENDA
Robert Jordan
Chairman
Ed Curry 15 Minutes
Asst. Supt. of Facilities Svcs.
Harold Bistline 15 Minutes
SBBC Attorney
Consultants 60 Minutes
Kimley-Horn & Associate
5. BOARD DISCUSSION / QUESTIONS Robert Jordan 90 Minutes
Chairman
Handouts Available for the Public
• Consultant's Presentation
• School Board Policy 7110 — Student Accommodation Plan
• School Board Policy 6145.01 — Lease Purchase Agreements — Debt. Service Ratio
Presented by: Ed Curry
At the 3/3/06
Growth Management Workshop
OVERVIEW
New School Planning Process Mandated By Senate Bill 360
The 2005 Growth Management Legislation (SB360) was signed into law by Governor
Bush on 6/24/05. It is the most significant change in Florida's Growth Management laws
since 1985, with legal and planning ramifications that directly impact School Boards.
Among the Growth Management reforms included in the law, it requires all local
governments to implement school concurrency by adopting a public school facilities
element into their comprehensive plans no later than 12/1/08. Brevard's deadline is
3/l/08.
Brevard Priorities
Excerpts from the approved February 2002 Educational Plant Survey
The Brevard County School Board has adopted a set of priorities for capital investment.
These priorities, their definitions and criteria are as follows:
Priority 1: Health and Safety
Definition: Removing or correcting structural and environmental conditions that threaten
or imperil occupants to include mandated improvements required by regulatory agencies.
Criterion A: The condition has been responsible for accident/injury documented
by district reporting systems.
Criterion B: The condition has been noted in the district's annual
Comprehensive Safety Inspection Report as a fire or life/safety
hazard, or has been otherwise reported as a hazard and
investigation has verified the report.
Criterion C: The condition has been documented by test results, acquired via
generally accepted professional practice, reporting inappropriate
envirom-nental conditions for occupants.
Priority 2: Maintenance and Repair
Definition: Correcting conditions due to deteriorating components or materials that do
not represent health or safety threats.
Criterion A: The condition directly affects educational quality or the
continuation of instruction.
Criterion B: The condition will become a threat to health or safety.
Criterion C: The condition is progressively leading to significantly increased
costs.
Criterion D: The condition detracts from the appearance of the facility.
Priority 3: Renewal
Definition: Rebuilding, replacing, or adding to existing environments by bringing them
up to current standards.
Criterion A: The existing environment(s) is inadequate compared to current
standards.
Criterion B: The age of the existing environment(s).
Criterion C: The existing environment(s) date of last renovation.
Priority 4: New Construction
Definition: Providing additional space to address growth.
Criterion A: The current student population is in excess of 115% of the
permanent capacity of the schools.
Criterion B: The projected student population is sufficient to maintain a
membership within + or — 10 percent of the new capacity over the
next five years.
Criterion C: The relative ranking of the school compared to other schools in the
need of additional space using the projected rate of student growth
over the next five years.
Criterion D: The current facility is less than the board -established student
population capacity parameter for the grades/programs served.
Criterion E: The use of relocatable student stations at over -capacity schools
during the 1998-99 fiscal year shall be decreased by half by July 1,
2003, per F.S. Section 235.062.
The Current Student Accommodation Plannini! Process
Excerpts from the approved FY2005/2006 plan
The Student Accommodation Plan is normally prepared by the Facility Management
Services Department every spring and approved by the School Board prior to the summer
break. For the past several years, the School Board of Brevard County has adopted this
self -generated document as a planning tool, which compares projected student enrollment
for the next school year to current school capacities. After the plan is approved, it is
implemented throughout the district.
0 The information compiled in the preparation of this document comes from several
different sources. Transportation Services provides the projected student enrollment
for the School District and Facility Management Services provides the school
capacities, permanent and relocatable, from the Florida Inventory of School Houses
(FISH) Database. School Principals and Area Superintendents estimate their need for
space to accommodate students based on the programs and membership projections
for the following year. After the Senior Staff evaluates all the information,
recommendations are provided to the Superintendent and to the School Board for
approval.
C1 School occupancy altematives available to the School District are:
1. Cap enrollment atprogram capacity.
2. Change school boundaries.
3. Add/ delete relocatable classroom buildings.
4. Relocate / consolidate special programs to schools with excess
capacity.
5. Eliminate special programs that penalize the District relative to
maximum utilization of design capacity.
6 Multi -track, extended school day or year-round school
operations.
7. Floating teachers (secondary schools only).
0 This Student Accommodation Plan assumes the continued use of relocatable
classroom space. If the Plan is implemented, the School District will increase the
number of relocatable classroom buildings from 253 during the 2004-2005 school
year to 299 for the 2005-2006 school year to accommodate student enrollment
growth, program changes and the Class Size Reduction Amendment.
0 School capacities contained in this Student Accommodation Plan are based on the
FISH database dated July 9, 2003, which was revised to confonn to the maximum
capacities required by the Class Size Reduction Amendment (CSRA). Although the
FISH database was subsequently restored to the pre-CSRA capacities until a formal
rule-making process could be completed, the District is using these figures for
planning purposes because we believe that when the CSRA is finally implemented in
FISH, those figures will closely match the ones generated in July, 2003.
Existing Interlocal Agreements between the County, 15 Brevard County municipalities
and the School District must be revised and submitted to the Department of Community
Affairs (DCA) for approval in March 2008.
During this Interlocal Agreement revision process early decisions by the School District
must be made and shared with all parties. These early decisions are:
What is an acceptable level of service (LOS)?
What are the boundaries of concurrency areas (CSA's)?
Do we have the resources to provide an acceptable level of service?
When we, the School District, answer these questions we must negotiate new Interlocal
Agreements with all parties. Expect that these negotiations will eventually result in the
creation of mitigation options to satisfy school concurrency.
School Concurrency
x A requirement that public school
facilities needed to maintain the
adopted level of service are in place
prior to or concurrent with the
impacts of new residential
development.
History of Concurrency
* 1985 — Local Government Comprehensive
Planning and Land Development
Regulation Act
* Mandated concurrency for:
— Potable Water and Wastewater
— Drainage
— Solid Waste
— Traffic (Roads)
— Parks and Recreation
— Mass Transit
i
7 -
Concurrency
vs. Mandatory
m Optional:
— 1998 Legislation
— Adopted by Palm Beach County
m Mandatory:
—2005 Legislation (S.B. 360)
—Adoption by 2008
Required Documents
m New legislation requires the preparation
and adoption of the following
documents:
— Updated Interlocal Agreement
— Public School Facilities Element
— Capital Improvement Element
— Intergovernmental Coordination Element
nterlocal Agreement (ILA)
n Updated Interlocal Agreement
Provides framework for school
concurrency
Uniforni level ofservice
Defined servic� area
Development review proC061
School siting criteria
Co -location of public facilitieli
Monitoring and evaluation
Data and Analysis
n Student projections
z Financial projections
mStudent generat on rates
Current/future facility needs
m LOS standards
a Service area boimdary(s).
m GIS mapping
Public School Facilities
Element (PSFE)
u Required new comprehensive plan
element
— Based on data and analysis
— Uses ILA to establish goals, objectives and
policies
— Addresses emergency preparedness
— Includes map series
6fit Element
(CIE) 4
m Updated to include School b1s6itt: VIV'e-
Year Capital Improvement Summary
Financial Feasibility
Based on Service Areas
Must acWeve and maintain adopted LOS
,,,School District Five -Year
Capital Facilities Plan
n Financially feasible plan includes:
— Projected funding availability
— Projected student enrollment
— Projected capacity needs
— Renewal/replacement of schools
Adopted level of service
Utilization
Review Process
• Level of service standard
• Capacity measures
• Service area boundary
• Adjacency
• Availability standard
• Proportionate share mitigation
El
Level of Service Standard
n Uniform district -wide
a Sets the maximum utilization Tate
for schools
m Utilization compares student
enrollment to capacity
a Tied to financially feasible capital
plan
a Can be tiered,to meet LOS
Capacity Measures
gk'
0 Capacity
N Program Capacity
a Modular/Portable Capacity
a Core Capacity
'oncurrency by Service
Area Boundaries
n Boundaries may be defined by:
— County/Distriet-wide (initially)
— Less than County/District-wide (2013)
School boundaries
Census tracts
Traffic analysis zones
Geographicww
m MaWized W"Itzation
5
ent / Contiguous Service
Areas
w Required when school concurrency
is applied less than district -wide
—Reviewed for available capacity
Development impactssWed
_7
Availab'i'lity Standard
n A residential development may not be
denied for failure to achieve and
maintain the adopted level of service
standard where:
Adequate school facilities will be in place
or under construction within three years
after issuance of firtal site plan approval or
the functional equivalent.
"Proportionate Share
Mitigation Options
n Legally binding agreement with
developer, local government and School
Board. Can include:
Donation of landfbuildings
Renovation of existing school facilities
Construction of permanent student stations
Construction of schools in advance of the time set
forth in School District's 5 year plan
Financial contribution/mitigation bank
A
School District Focus
n interlocal Agreement
x Financially feasible 5 -year plan
m LOS standards
x Student multipliers
m Service area boundary(s)
m Mitigation measures
County/City Focus
m Interlocal Agreement
n Public School Facilities Element
'n Updated Capital Improvement Element
"'s Updated Intergovernmental Coordination
Element
• LOS standards
• Service area boundary(s)
• Mitigation measures
March 1, 2008
m The DCA Deadline for Brevard County
includes the following municipalities:
Cape Caruty — h4telbourne Village
Pro
Cocoa — Palm Bay
Cocoa Beacb — PAW Shor�s
Indialaritic — Rqekledge
indim Hubor Beach — Satellite Beach
Malabu — Titusville
Melbourne — West Melbourne
Melbourne Beach
.. ..... ...
School Concurrency
Benefits
w School District aware of new residential
development early in the process
0 Strong accountability and coordination
x Collaborative mapping/data gathering
m Objective oversight/ monitoring
a School concurrency provides an "early
warning system" for the School District
to plan for future student growth
Additional Information
n Jeanne NElls, JD, AICP
Jc— NUU—d A—it., LC
icamemil gadclp!La net
(561)213-6931
• David L. DeYoung, AlCP
Kimley-Hc- wd As—iatm, Inc.
david,dcyc—zr&.kim1cy-ho om
(561)840-0291
• Leo Noble
(561)346-0139
P
Page I of 3
Brevard County (Florida)
Bylaws & Policies
7110 - STUDENT ACCOMMODATION
The Board recognizes the need to define the criteria for implementation of alternatives for student housing when
funding for new facilities, including additions, is limited or not available.
For purposes of this policy, the following definitions apply:
A. Design Capacity
The maximum number of students eligible to be housed at the school based upon State of Florida
legislation, applied to permanent, on-site facilities scheduled on a traditional calendar.
B. Enrollment Statistic
The enrollment statistic used to determine percent capacity at a particular school is based upon
actual SBBC students enrolled in October of the current school year whose address specifies
attendance at the school in question.
Elementary Schools
A. The design capacity of elementary schools shall be based on maximum class sizes of eighteen (18)
student stations in grades K-3 and twenty-two (22) student stations in grades 4-6.
B. At 100% of design capacity, if students cannot be adequately housed in the permanent, on-site
facilities, students in impacted grades are assigned and transported (if eligible) to other schools with
space available in the specified grades; and/or, new boundary lines (attendance zones) are drawn
redistributing students to schools with space available; and/or, temporary classrooms are
provided within the constraints of available District inventory.
C. At 120% of design capacity, or when the ratio of temporary classrooms to permanent classrooms
exceeds .33, the elementary school will be scheduled for year round effective the next school year
and all portables directly supporting classroom instruction will be relocated from the campus to
address overcrowding at other campuses.
D. At 100% of design capacity (on a year round schedule), if students cannot be adequately housed in
the permanent, on-site facilities, students in impacted grades are assigned and transported (if
eligible) to other year round elementary or other schools with space available in the specified grades;
and/or, new boundary lines (attendance zones) are drawn redistributing students to year round
elementary or other schools with space available; and/or, temporary classrooms are provided
within the constraints of available District inventory.
E. At 120% of design capacity on the year round schedule, or when the ratio of temporary classrooms
to permanent classrooms exceeds .33, the elementary school will be scheduled for double sessions
effective the next school year and all portables directly supporting classroom instruction will be
relocated from the campus to address overcrowding at other campuses.
INTERMEDIATEIMIDDLE/JUNIOR HIGH SCHOOLS AND HIGH SCHOOLS
A. The design capacity of intermediate/middle/junior high and high schools shall be based on maximum
class sizes of twenty-two (22) student stations in grades 7-8 and twenty-five (25) student stations in
grades 9-12.
B. At 100% of design capacity, if students cannot be adequately housed in the permanent, on-site
facilities, students in impacted grades are assigned and transported (if eligible) to other schools with
space available in the specified grades; and/or, new boundary lines (attendance zones) are drawn
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Page 2 of 3
redistributing students to schools with space available; and/or, students are scheduled for an
extended day; and/or, temporary classrooms are provided within the constraints of available District
inventory, or, if inadequate numbers of temporary classrooms are available, within the constraints of
available resources until those resources are exhausted.
C. The Board does not consider year round nor double session schedules as reasonable alternatives
for schools with these grade levels (7-12).
D. Schools whose full-time equivalent student population falls below 500 in grades 9-12 for two (2)
consecutive Fall FTE counts will be scheduled to close the next school year provided that all
reasonable program and boundary changes have been implemented and the school continues to be
under enrolled.
REZONINGS AND FUTURE LAND USE AMENDMENTS
Rezonings and future land use amendments that increase the residential density of property located within the
boundary of a school that is over -capacity will negatively impact the school's ability to provide a quality education.
The Board recommends that requests for such rezonings and future land use amendments be denied until the
permanent capacity meets or exceeds the enrollment at all schools (elementary, middle, and high) serving the
property.
A. Boundaries
The boundaries of a school shall be those that are approved by the Board at the time of the
application for the rezoning or future land use amendment.
B. Capacity
The capacity of a school shall be the permanent capacity shown in the Florida Department of
Education's (FDOE) Florida Inventory of School Houses (FISH) as of July 9, 2003. Capacity for
additions and new schools constructed after July 9, 2003 shall conform to the Class Size Reduction
(CSR) legislation. Upon revision of the FISH to conform to the CsR legislation, school capacities
shall be as shown in the FISH at the time of publication of the District Student Accommodation Plan
each year. FISH permanent capacity is defined as Permanent Satisfactory Student Stations times
the DOE's utilization factor.
C. Permanent Capacity vs Relocatable Capacity
When evaluating school capacity, the capacity of the school shall be based on the permanent
capacity. Relocatable capacity shall not be included.
D. New Permanent Capacity Under Construction
When evaluating school capacity, new permanent capacity shall be added to the existing permanent
capacity of the school when a contract has been issued to construct the new permanent capacity.
The capacity of a new school under construction shall not be considered until the boundaries for the
new school have been approved.
E. Enrollment
The enrollment of a school shall be defined as the number of students shown for the current school
year in the District's Final Membership Projections Report, based on the October full time enrollment
survey.
F. Minimal Impact Threshold
It is presumed that an increase in density of one (1) residential unit will have minimal or no impact on
school capacity. The Board has no objection if requests for rezonings or future land use amendment
that increase the residential density by one (1) unit are approved on property located within the
boundary of a school that is over -capacity.
G. Senior Housing
It is presumed that an age -restricted (55+) residential development will have minimal or no impactor
school capacity. The Board has no objection if requests for rezonings or future land use amendments
that increase the residential density of property located within the boundary of a school that is over-
capacity are approved if the approval is subject to a Binding Development Plan (or equal) that
restricts the residents to a minimum age of fifty-five (55) years.
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IMPLEMENTATION FLEXIBILITY
The Board provides to the Superintendent flexibility in the implementation of this policy due to extenuating
circumstances subject to Board approval. The Board expects recommendations relative to this policy to be
brought forward on an annual basis as a part of a student accommodation plan for the next school year.
F.S. 1001.41,1013.37,1013.45
Revised 7/15103
Revised 4/12105
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6145.01 - LEASE -PURCHASE AGREEMENTS - DEBT SERVICE RATIO Page I of I
Brevard County (Florida)
Bylaws & Policies
6145.01 - LEASE -PURCHASE AGREEMENTS - DEBT SERVICE RATIO
The School Board believes it is prudent to minimize the amount of debt the District has outstanding at any point in
time. By State law, school districts are afforded the ability to use up to three-quarters of their total capital outlay
millage for payments due under lease -purchase agreements. Based on a maximum millage of 2.0 mills the legal
limit would be 1.5 mills. In an effort to maintain a balance of minimal debt, with an ability to finance necessary
capital projects, the Board deems it prudent, appropriate, and fiscally responsible to set a maximum debt service
ratio limit, relative to the amount of capital outlay millage for payments due under lease -purchase agreements,
equal to 1.0 mill for each fiscal year. Annually, as the budget is adopted, the Board shall review the existing level
of debt service ratio.
Adopted 4/27/04
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