Policy 7.132

Five-Year Plan and Capital Budget; Annual Update, Amendment and Adoption

1. Five – Year Plan and Capital Budget (Five – Year Plan) - to achieve and maintain maximum utilization of school capacity in accordance with the requirements of school concurrency, as provided in the School Concurrency Interlocal Agreement (ILA), the Five-Year Plan shall demonstrate the ability to finance capital improvements from existing revenue sources and alternative funding mechanisms in order to:

   1. Correct deficiencies and meet future needs; and

   2. Achieve and maintain the adopted Level of Service (LOS) for each year of the five (5) year planning periods for all schools of each type in each Concurrency Service Area (CSA) and each individual school; and

   3. Designate the amount of money to be spent in each fiscal year for the planning, preparation, land acquisition, and actual construction and renovation of each school project which adds capacity or modernizes existing facilities; and

   4. Specify all new construction, remodeling or renovation projects which will add permanent capacity or modernize existing facilities; and

   5. Prepare for the needs of the long range planning period.

2. Provisions of the Annual Five-Year Plan - The District’s Plan shall:

   1. Identify the projected enrollment, capacity and utilization percentage of all schools of each type for each CSA and each individual school for each year of the Plan; and

   2. Provide for required modernization; and

   3. Maintain the adopted LOS standards and ensure that the school capacity shall be utilized to the maximum extent possible; and

   4. Satisfy the District's constitutional obligation to provide a county-wide uniform system of free public schools; and

   5. Provide a description of each school project; and

   6. Perform the necessary program and/or boundary adjustments; and

   7. Annually update the CSA Tables and The School District of Palm Beach County Five - Year Capital Improvement Plan.

3. Criteria for New Capacity. - The Superintendent/designee shall evaluate the Five – Year Plan and each annual update to determine the amount of capacity to be added, if any, based on:

   1. Sufficient capacity to achieve and maintain the adopted LOS yearly for all schools of each type in each CSA and each individual school; and

   2. The District’s current Educational Plant Survey, and

   3. Maximizing the use of schools; and

   4. Projected increases or decreases in enrollment; and

   5. The current and projected five-year LOS in each CSA; and

   6. General location of schools in the District's Five – Year Plan which will be built within each CSA; and

   7. Consistency with Future Land Use Elements of each local government Comprehensive Plan; and

   8. Class Size Reduction and other state mandates; and

   9. Equity considerations, such as modernization needs.

4. Transmittal.- On or before July 1 of each year, the Superintendent/designee shall transmit the proposed Five – Year Plan along with data and analysis necessary to demonstrate the financial feasibility to:

   1. The Technical Advisory Group ("TAG"); and

   2. The participating local governments and the County.

5. Update and Adoption.- On or before September 15 of each year, the Superintendent/designee shall update and the Board shall adopt the District's Five – Year Plan for public school construction in Palm Beach County.

6. Material Amendment to First Three Years of the District’s Five – Year Plan.- The Board shall not amend the Five – Year Plan so as to modify, delay or delete capacity-related projects in the first three (3) years of the Five – Year Plan unless the Board determines by written findings, with the concurrence of at least five (5) Board members, that modification, delay or deletion of a project is required due to:

   1. The District's constitutional obligation to provide a county-wide uniform system of free public schools or other legal obligations imposed by state or federal law; or

   2. An unanticipated change in population projections or growth patterns; or

   3. An unanticipated change in funding sources; or

   4. Capacity in a location that has a current greater need than the originally planned location and does not cause the adopted LOS to be exceeded in the CSA from which the originally planned project is modified, delayed or deleted; or

   5. At the request of one of the parties to this agreement, the project schedule or scope has been modified to address local government concerns, and the modification does not cause the adopted LOS to be exceeded in the CSA from which the originally planned project is modified, delayed or deleted.

7. The Five, Ten, and Twenty – Year District Educational Facilities Work Plan.- As required by Fla. Stat. § 1013.35(1), (2), (3), and (4) the District shall complete a Five, Ten, and Twenty Year Facilities Work Plan document in a format mandated by the FLDOE Office of Educational Facilities Department that shall be consistent with the School District’s Five –Year Plan document. The Five, Ten, and Twenty – Year Facilities Work Plan (FLDOE document) shall be:

   1. Adopted annually by the Board; and in accordance with the procedures in Fla. Stat. § 1013.35(2);

   2. Be a complete, balanced, and financially feasible capital outlay plan for the District; and

   3. Based upon enrollment projections and facility needs for the five-year, ten-year, and twenty-year periods; and

   4. Annually submitted to the FLDOE Office of Educational Facilities Department; and

   5. The Ten and Twenty Year Work Plan shall be tentative and used only for general planning purposes.