Alberta Education/ASBOA Bootcamp 101

Transcription

1 Alberta Education/ASBOA Bootcamp 101 Presentation by Capital Planning October 2, 2017 Presentation Outline Roles & Responsibilities of Education and Infrastructure Capital Planning Role of Jurisdictions School Capital Manual Ten-Year Facilities Plan Three-Year Capital Plans Infrastructure Maintenance and Renewal (IMR) Leasing Modular Classroom Program (MCP) Disposition of Property Capital Announcements & Timing Questions 1

2 Government s Commitment Government is committed to ensuring that all students are educated in safe and well-maintained school facilities. Critical to work together with stakeholders to ensure students have access to quality learning environments. Roles & Responsibilities EDUCATION Reviews three-year capital plans to develop provincial priorities for capital projects Develops policy First point of contact for school boards regarding school infrastructure Provides funding for Plant Operations & Maintenance (POM), Infrastructure Maintenance & Renewal (IMR) and all approved capital projects 2

3 Roles & Responsibilities INFRASTRUCTURE Technical advice on facilities and new construction projects Provides oversight and advice on board-managed projects or manages projects on behalf of boards Conducts annual school facility condition audits and reporting of performance measures Capital Planning Contacts Capital Planning, North Travis Hovland, Director, Capital Planning, South Erin Owens, Director, Strategic Planning Dale Box, Director, Executive Director Tracy Allen,

4 Capital Planning - South Region Almadina School Society Calgary Arts Academy Society Calgary Girls School Society Calgary Roman Catholic Separate School District Calgary School District Canadian Rockies Regional Division Centre for Academic and Personal Excellence Institute (CAPE) Chinook s Edge School Division Christ the Redeemer Catholic Separate Regional Division Clearview School Division Connect Charter School Foothills School Division Golden Hills School Division Grasslands Regional Division Holy Spirit Roman Catholic Separate Regional Division Horizon School Division Lethbridge School District Livingstone Range School Division Medicine Hat Catholic Separate Regional Division Medicine Hat School District Palliser Regional Division Prairie Land Regional Division Prairie Rose School Division Red Deer Catholic Regional Division Red Deer Public School District Rocky View School Division Suzuki Charter School Society Westwind School Division Westmount Charter School Society Wild Rose School Division Wolf Creek School Division Greater Southern Public Francophone Education Region Greater Southern Separate Catholic Francophone Education Region Capital Planning North Region Aspen View Regional Division Aurora School Ltd. Battle River Regional Division Black Gold Regional Division Boyle Street Education Centre Buffalo Trail Public Schools Regional Division East Central Alberta Catholic Separate Schools Regional Division Edmonton Catholic Separate School District Edmonton School District Elk Island Catholic Separate Regional Division Elk Island Public Schools Regional Division Evergreen Catholic Separate Regional Division Fort McMurray Roman Catholic Separate School District Fort McMurray Public School District Fort Vermilion School Division Grande Prairie Public School District Grande Prairie Roman Catholic Separate School District Grande Yellowhead Regional Division Greater St. Albert Roman Catholic Separate School District High Prairie School Division Holy Family Catholic Regional Division Lakeland Roman Catholic Separate School District Living Waters Catholic Regional Division Lloydminster Public School Division Lloydminster Roman Catholic Separate School Division Mother Earth s Children s Charter School Society New Horizons Charter School Society Northern Gateway Regional Division Northern Lights School Division Northland School Division Parkland School Division Peace River School Division Peace Wapiti School Division Pembina Hills Regional Division St. Albert Public School District St. Paul Education Regional Division St. Thomas Aquinas Roman Catholic Separate Regional Division Sturgeon School Division Wetaskiwin Regional Division Greater North Central Francophone Education Region East Central Francophone Education Region Northwest Francophone Education Region Valhalla School Foundation 4

5 Capital Planning Role of Jurisdictions School Capital Manual Guide for school jurisdictions in developing Three-Year Capital Plans and implementing school capital projects Reference for policy, procedures and standard information Last updated March 2015 Available on the Alberta Education website: 5

6 Ten-Year Facilities Plan Boards must develop Ten-Year Facilities Plan and submit to Education upon request Plan should include: Expected utilization rates and enrolment projections for the ten-year period Modernization and expansion needs Grade structures and forecast of program changes Facility condition evaluation Declining enrolments that may lead to program or school closures Three-Year Capital Plans Boards must assess school capital needs and submit Three-Year Capital Plan to Education every year for consideration of funding Must be approved by Board of Trustees or Charter School Authority 6

7 Three-Year Capital Plans Consider alternatives for delivering education programs and accommodating students Examples: Use existing space in other schools/facilities Adjust grade structures within schools Operate schools for longer periods Enhance technology in schools Three-Year Capital Plans: Types of Capital Projects New: Construction of new school buildings Criteria: Additions would not provide sufficient space Existing schools not appropriately located Utilization rate for geographic area is above 100 per cent 7

8 Three-Year Capital Plans: Types of Capital Projects Expansion: Major additions to existing school buildings Criteria: Utilization rates nearing or exceeds 100 per cent Additional space required for programming (e.g. CTS labs) Three-Year Capital Plans: Types of Capital Projects Modernization: Renovation of a school building or portion of a school building Criteria: Physical structure is aging/threatening health and safety Functionality of structure needs improvement Cost for non-program specific renovations exceeds $1 million 8

9 Three-Year Capital Plans: Types of Capital Projects Replacement: Replacement of a school building or portion of a school building Considered when modernization exceeds 75% cost of replacement facility Modernizations/Renovations YES Cost of modernization exceeds $1 million for non-program specific renovations? NO YES Cost of proposed modernization exceeds 75% of cost of replacement facility? NO Eligible to use Infrastructure Maintenance & Renewal for project May be eligible for replacement facility Eligible for modernization funding 9

10 Three-Year Capital Plans: Requirements Three-Year Capital Plan must: Prioritize all new, addition and replacement schools and modernization of existing school facilities for three-year period Provide rationale for each proposed project, including past enrolment and expected enrolment trends, capacity requirements, program needs and facility condition. Include detailed breakdown of costs by facility Three-Year Capital Plans: Requirements Three-Year Capital Plan must: Demonstrate that school jurisdiction has evaluated its ability to deliver the requested projects during the three-year period Include Site Readiness Checklist for 1 st year new/replacement priority projects Be updated and submitted annually by April 1 10

11 Three-Year Capital Plans: Submission Submit Three-Year Capital Plan by April 1 every year using the Web Access Program (WAP) WAP submission is primary source of information when project is being considered for funding Provide clear information and supporting documentation Three-Year Capital Plans: Evaluation All projects are reviewed and prioritized Education considers priority assigned by the jurisdiction and then considers the following: Health and Safety Utilization Rates Enrolment Projections Building Condition Education Program Delivery Additional Information 11

12 Infrastructure Maintenance & Renewal Infrastructure Maintenance and Renewal Program (IMR) Annual funding for capital revitalization of school buildings May only be used for approved purposes such as: Ensuring health and safety of building Preserving/Improving quality of learning environment Enhancing energy conservation Projects over $1 million require approval from Minister of Education 12

13 Infrastructure Maintenance and Renewal Program (IMR) YES Cost of modernization exceeds $1 million for non-program specific renovations? NO YES Cost of proposed modernization exceeds 75% of cost of replacement facility? NO Eligible to use Infrastructure Maintenance & Renewal for project May be eligible for replacement facility Eligible for modernization funding Leasing 13

14 Leasing Funding provided to jurisdictions to lease appropriate facilities when no other space options are available Intended to be temporary solutions until permanent accommodation can be made available Leasing: Requirements Jurisdictions complete Lease Funding Request form and submit to Capital Planning by March 1 Submission must detail: All third-party leases including new leases, renegotiated/renewed leases, ongoing and year-to-year leases All jurisdiction-to-jurisdiction leases not yet converted to IMR Leases related to usage of space (e.g., gymnasiums) Unsigned draft copies of lease agreements 14

15 Leasing: Approval Education will notify jurisdictions of approval by June 30 for upcoming school year Jurisdiction must submit copies of all signed and fully executed leases to Education before funding will be released Lease support funding will not be provided without written approval from Education first Modular Classroom Program 15

16 Modular Classroom Program Eases enrolment pressures Addresses health and safety issues Replaces aging modular units/portables Provides flexibility to move classrooms where they are needed to accommodate students Modular Classroom Program: Timeline November 1 Jurisdictions complete and submit necessary forms by November 1 to Alberta Education January Alberta Education sends modular approval letters to jurisdictions for following school year March 31 Jurisdictions provide necessary details to Alberta Infrastructure by March 31 to procure units by June July - September Jurisdictions manage delivery of units and site set up for September occupancy 16

17 Disposition of Property Disposition of Property: Process 1. Notify Capital Planning of intent to dispose of property before formal request for ministerial approval. Allows Government to explore alternative government uses for property 2. If there are no obstacles, jurisdiction will be instructed to proceed with stage two of the disposition request. i.e. Proceed with gathering appraisals and tendering of property 17

18 Disposition of Property: Process 3. Once buyer is identified, submit written request for ministerial approval to appropriate Capital Planning Director: Travis Hovland, Director, Capital Planning North Erin Owens, Director, Capital Planning South Capital Announcements & Timing 18

19 Capital Announcements & Timing More than 50 school projects are opening for students this fall, which is 21,600 new student spaces and modernized or replaced approximately 15,000 spaces Enrolment growth in 2017/18 is projected at 1.8 per cent, or 12,000 new students this fall. Of the 1,600 schools, about 54 per cent are over 40 years old and about 42 per cent are over 50 years old. The average age of school facilities in the province is 40 years. Capital Announcements & Timing The Government of Alberta releases a list of unfunded capital projects (UCP) in each year as part of its budget announcement. It is based on the top priorities in school jurisdictions capital plans. This list outlines the highest-priority projects in the province that are to be considered for future funding, should it become available. 19

20 Questions? 20