NS Policy on Planning and Funding School Capital Projects

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Attachment 1 3 Revised for BOCC approval on 11/01/00 ORANGE COUNTY Clarification of Policy on Planning and Funding School Capital Projects (This document is intended to clarify the expectations of the Orange County Board of Commissioners in collaborating with the Boards of Education in planning for and implementing school capital projects. On October 17, 2000, the Board of Commissioners adopted the policy in concept and requested that staff make minor changes bringing the final version back on November 1, 2000 for final adoption. Items in bold italic type or appearing as "strike through"indicate changes from the October 17, 2000 version of this policy.) 1. Background The County's ten year capital investment plan is a planning document that is updated annually. Before the beginning of each fiscal year, the Board of County Commissioners approves the funding plan in concept. However, funding of individual projects is contingent upon the scope of work required to complete the project. • Level 1 Projects: Level one projects are those projects that have a relatively small scope of work and can be accomplished using a single prime contractor, in-house staff or entail purchasing equipment and vehicles. Specific examples of Level 1 projects include roofing projects, parking lot paving and re-wiring of existing buildings. The Board approves the entire project ordinance at one time. • Level 2 Projects: Level two projects are major projects that require several phases to complete. For these projects, the Board of County Commissioners approves a four-phase appropriation process to include: • Concept/Pre-Planning Phase (includes preliminary programming and design work that would result in conceptual drawings and preliminary cost estimates thM is needed before sifing a new ). • Planning Phase(including siting&infrastructure) • Design and Construction Approval Phase (including final design, equipment, furnishings,non-recurring start up, technology, contingency) • Schools have the latitude to shift funds between major components without prior BOCC approval, providing that the actual cost of the project does not exceed budget. • Superintendents will provide the County Manager with written project updates at their regular monthly meetings. In turn, the County Manager will provide the Board of County Commissioners with written progress reports related to the project. Page 1 of 6 Policy on Planning and Funding School Capital Projects