House Bill hb1617

CODING: Words stricken are deletions; words underlined are additions.




    Florida House of Representatives - 2001                HB 1617

        By Representative Dockery






  1                      A bill to be entitled

  2         An act relating to growth management; amending

  3         s. 163.3177, F.S.; providing legislative intent

  4         and findings; requiring that a local government

  5         comprehensive plan include a public educational

  6         facilities element; providing that the state

  7         land planning agency shall establish a schedule

  8         for adoption of such elements; exempting

  9         certain municipalities from adopting such

10         elements; requiring local governments and the

11         school board to enter into an interlocal

12         agreement and providing requirements with

13         respect thereto; providing requirements for

14         such elements; providing requirements for

15         future land use maps; specifying the process

16         for adoption of such elements; specifying the

17         effect of a local government's failure to

18         transmit such element according to the adopted

19         schedule; requiring that local governments

20         consider the adequacy of public school

21         facilities when considering certain

22         comprehensive plan amendment and rezoning

23         applications; providing duties of the school

24         board; requiring denial of such applications

25         under certain conditions; amending s. 163.3180,

26         F.S.; providing requirements with respect to

27         the public educational facilities element when

28         school concurrency is imposed by local option;

29         amending ss. 163.3187 and 163.3191, F.S.;

30         conforming language; creating s. 163.3198,

31         F.S.; directing the state land planning agency

                                  1

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         to develop fiscal analysis models for

  2         determining the costs and revenues of proposed

  3         development; creating a commission to oversee

  4         such development; providing for field tests of

  5         the models developed; providing for approval of

  6         a uniform model by the commission and

  7         submission of a report and recommendations to

  8         the Governor and Legislature; amending s.

  9         235.002, F.S.; revising legislative intent and

10         findings with respect to educational

11         facilities; amending s. 235.15, F.S.; removing

12         specific need assessment criteria for a school

13         district's educational plant survey and

14         providing that the survey shall be submitted as

15         part of the district's educational facilities

16         plan; providing that such surveys are deemed to

17         meet state constitutional requirements, subject

18         to State Board of Education approval; amending

19         s. 235.175, F.S.; providing legislative purpose

20         with respect to the district educational

21         facilities plans; amending s. 235.18, F.S.;

22         conforming language; amending s. 235.185, F.S.;

23         providing definitions; providing requirements

24         for preparation of an annual tentative

25         educational facilities plan by each school

26         district; providing requirements for long-range

27         planning; providing requirements for the

28         district's facilities work program; providing

29         for submittal of the tentative plan to local

30         governments for review and comment; providing

31         for annual adoption of the plan; providing for

                                  2

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         execution of the plan; amending s. 235.188,

  2         F.S.; conforming language; amending s. 235.19,

  3         F.S.; removing a requirement that the

  4         Commissioner of Education prescribe recommended

  5         sizes for new educational facility sites;

  6         amending s. 235.193, F.S.; requiring school

  7         districts and local governments to enter into

  8         an interlocal agreement and providing

  9         requirements with respect thereto; specifying

10         effect of failure to enter into the interlocal

11         agreement; requiring the school board to

12         provide a local government certain information

13         when it is considering certain comprehensive

14         plan amendment or rezoning applications;

15         revising requirements relating to school board

16         responsibilities in planning with local

17         governments; revising a notice requirement

18         regarding proposed use of property for an

19         educational facility; providing for inclusion

20         of an alternative process for proposed facility

21         review in the required interlocal agreement;

22         repealing s. 235.194, F.S., which requires

23         school boards to submit an annual general

24         educational facilities report to local

25         governments; amending ss. 235.218, 235.321, and

26         236.25, F.S.; conforming language; providing an

27         effective date.

28

29  Be It Enacted by the Legislature of the State of Florida:

30

31

                                  3

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         Section 1.  Paragraph (k) is added to subsection (6) of

  2  section 163.3177, Florida Statutes, and subsection (12) of

  3  said section is amended, to read:

  4         163.3177  Required and optional elements of

  5  comprehensive plan; studies and surveys.--

  6         (6)  In addition to the requirements of subsections

  7  (1)-(5), the comprehensive plan shall include the following

  8  elements:

  9         (k)1.  A public educational facilities element.

10         2.  The intent of the Legislature is:

11         a.  To provide each student in the public education

12  system the availability of an educational environment

13  appropriate to his or her educational needs which is

14  substantially equal to that available to any similar student,

15  notwithstanding geographic differences and varying local

16  economic factors, and to provide facilities for other

17  educational institutions and agencies as may be defined by

18  law.

19         b.  To encourage the use of innovative designs,

20  construction techniques, and financing mechanisms in building

21  educational facilities for the purpose of reducing costs,

22  creating a more satisfactory educational environment suited to

23  the community in which the school is located, and reducing the

24  amount of time necessary for design, permitting, and

25  construction to fill unmet needs.

26         c.  To provide a systematic mechanism whereby

27  educational facilities construction plans can meet the current

28  and projected needs of the public education system population

29  as quickly as possible by building sound educational

30  environments, and to provide a sound base for planning for

31  educational facilities needs.

                                  4

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         d.  To provide proper legislative support for as wide a

  2  range of fiscally sound financing methodologies as possible

  3  for the delivery of, and where appropriate, the construction,

  4  operation, and maintenance of, educational facilities.

  5         e.  To establish a systematic process of sharing

  6  information between school boards and local governments on

  7  community growth and development trends in order to forecast

  8  future enrollment and school needs.

  9         f.  To establish a systematic process for school boards

10  and local governments to cooperatively plan for the provision

11  of educational facilities to meet the current and projected

12  needs of the public education system population, including the

13  needs placed on the public education system as a result of

14  growth and development decisions by local government.

15         g.  To establish a systematic process for local

16  governments and school boards to cooperatively identify and

17  meet the infrastructure needs of public schools to assure

18  healthy school environments and safe student access.

19         h.  To integrate school construction and maintenance

20  planning and budgeting into the community's overall

21  comprehensive plans for new growth in the community and to

22  promote and further plans for revitalization of existing

23  communities.

24         3.  The Legislature finds and declares that:

25         a.  Public schools are a lynchpin to the vitality of

26  communities and play an unrivaled role in thousands of

27  individual housing decisions that result in community growth

28  trends.

29         b.  Growth and development issues transcend the

30  boundaries and responsibilities of individual units of

31  government, and often no single unit of government can plan or

                                  5

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  implement policies to deal with these issues without affecting

  2  other units of government.

  3         c.  The effective and efficient provision of public

  4  educational facilities and services is essential to preserving

  5  and enhancing the quality of life of the people of this state.

  6         d.  The provision of educational facilities often

  7  impacts community infrastructure and services. Assuring

  8  coordinated and cooperative provision of such facilities and

  9  associated infrastructure and services is in the best interest

10  of the state.

11         4.  A public educational facilities element shall be

12  adopted in cooperation with the applicable school district by

13  all local governments pursuant to a schedule adopted by the

14  state land planning agency. The initial counties and

15  municipalities in the schedule shall be those with the

16  greatest unmet demand for public school facilities, and they

17  shall transmit their public educational facilities element no

18  later than January 1, 2003. Municipalities shall adopt an

19  element unless the jurisdiction does not currently include a

20  public school or none is scheduled within the educational

21  facilities plan pursuant to s. 235.185. Any municipality

22  exempt under this subparagraph shall comply with the

23  provisions of this paragraph no later than 1 year following

24  the identification of a proposed public school in the school

25  board's 5-year district facilities work program in the

26  municipality's jurisdiction.

27         5.  No later than 6 months prior to the deadline for

28  transmittal of a public educational facilities element, the

29  county and the participating municipalities shall enter into

30  an interlocal agreement with the school board which

31  establishes a process:

                                  6

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         a.  By which each local government and the school

  2  district agree and base their plans on consistent projections

  3  of the amount, type, and distribution of population growth and

  4  student enrollment.

  5         b.  To coordinate and share information relating to

  6  existing and planned public school facilities and local

  7  government plans for development and redevelopment.

  8         c.  To coordinate the development, adoption, and

  9  amendment of each local government's public educational

10  facilities element with the plan of the school district to

11  ensure a uniform countywide planning system.

12         d.  To ensure coordination between the school district

13  and local governments during the preparation of the

14  educational facilities plan pursuant to s. 235.185. In

15  addition, the interlocal agreement shall establish procedures

16  for formal comment by local governments on the tentative

17  district educational facilities plan.

18         e.  For the selection of proposed school sites which

19  ensures the early involvement of the local government, and for

20  school permitting.

21         f.  To identify and ensure the provision of potable

22  water, wastewater, drainage, and transportation needed for

23  school facilities and other actions needed to assure safe

24  access to schools, and a process for funding those needs.

25         g.  To identify opportunities for public schools to

26  serve as emergency shelters.

27         h.  For school district participation in the review of

28  residential development applications and particularly for

29  review of the adequacy of school facilities when considering

30  applications for comprehensive plan amendments and rezonings

31  which would increase residential density. The interlocal

                                  7

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  agreement shall also address the process for determining

  2  proportionate share mitigation pursuant to subsection (12).

  3         i.  For the resolution of disputes between the school

  4  district and local governments.

  5         6.  The public educational facilities element shall be

  6  based on data and analysis, including the interlocal agreement

  7  required by paragraph (h), and the educational facilities

  8  plan, and shall address the following:

  9         a.  The need for and strategies to address improvements

10  to infrastructure, safety, and community conditions in areas

11  proximate to existing public schools.

12         b.  The provision of adequate infrastructure necessary

13  to support proposed schools.

14         c.  Opportunities to collocate other public facilities

15  such as parks, libraries, and community centers with public

16  schools.

17         d.  Opportunities to locate public schools proximate to

18  residential areas and for public schools to complement

19  patterns of development, including using elementary schools as

20  focal points for neighborhoods.

21         e.  Opportunities for public schools to serve as

22  emergency shelters.

23         f.  The process for consideration of the existing

24  capacity of public schools when considering approval of

25  comprehensive plan amendments and rezonings which would

26  increase potential residential development.

27         7.  The future land use map series shall include maps

28  from the educational facilities plan showing the locations of

29  existing public schools and the general locations of those

30  anticipated over the 5-year, 10-year, and 20-year time

31  periods.

                                  8

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         8.  The process for adoption of a public educational

  2  facilities element shall be as provided in s. 163.3184. The

  3  state land planning agency shall submit a copy of the proposed

  4  public educational facilities elements pursuant to the

  5  procedures outlined in s. 163.3184(4) to the Department of

  6  Education and the SMART Schools Clearinghouse for review and

  7  comment.

  8         9.  The failure by a local government to comply with

  9  the requirement to transmit a public educational facilities

10  element pursuant to the schedule established by the state land

11  planning agency shall result in the prohibition of the local

12  government's ability to amend the local comprehensive plan

13  until the public educational facilities element is adopted. If

14  a local government fails to comply with the requirements of

15  this paragraph to transmit a public educational facilities

16  element by the required date, or if the Administration

17  Commission finds that the public educational facilities

18  element is not in compliance with the requirements of this

19  paragraph, the local government shall be subject to sanctions

20  imposed by the Administration Commission pursuant to s.

21  163.3184(11). The failure of a local government to enter into

22  the interlocal agreement shall not subject another local

23  government to sanctions. Any local government transmitting a

24  public school facilities element prior to the effective date

25  of this act shall not be required to amend the element or any

26  interlocal agreement to conform with the provisions of this

27  paragraph.

28         (12)  Local governments shall consider the adequacy of

29  public school facilities and program requirements when

30  considering applications for comprehensive plan amendments and

31  rezonings which seek to raise residential densities over

                                  9

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  currently allowable levels and which are reasonably expected

  2  to have an impact on public school facility demand. The school

  3  board shall provide the local government a school capacity

  4  report based on the district educational facilities plan

  5  adopted by the school board pursuant to s. 235.185 which

  6  provides information and analysis on the capacity and

  7  enrollment of affected schools, expected additional students

  8  from the amendment or rezoning, programmed and fiscally

  9  feasible new facilities or improvements to affected schools

10  identified in the educational facilities plan of the school

11  board and the expected date of availability of such facilities

12  or improvements, and available reasonable options for

13  providing school facilities to students if the rezoning or

14  comprehensive plan amendment is approved. Once an interlocal

15  agreement is adopted pursuant to paragraph (6)(k), the report

16  shall be consistent with the interlocal agreement and this

17  subsection. The local government shall deny the comprehensive

18  plan or rezoning amendment request if the school facility and

19  program capacity are not and will not be reasonably available

20  within the timeframe of expected school impacts. However, the

21  application for a rezoning may be approved if the applicant

22  provides mitigation proportionate to the demand for

23  educational facilities created by the development which is

24  acceptable to the school board and is consistent with the

25  school board's 5-year district facilities work program. A

26  public school facilities element adopted to implement a school

27  concurrency program shall meet the requirements of this

28  subsection.

29         (a)  A public school facilities element shall be based

30  upon data and analyses that address, among other items, how

31  level-of-service standards will be achieved and maintained.

                                  10

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  Such data and analyses must include, at a minimum, such items

  2  as: the 5-year school district facilities work program adopted

  3  pursuant to s. 235.185; the educational plant survey and an

  4  existing educational and ancillary plant map or map series;

  5  information on existing development and development

  6  anticipated for the next 5 years and the long-term planning

  7  period; an analysis of problems and opportunities for existing

  8  schools and schools anticipated in the future; an analysis of

  9  opportunities to collocate future schools with other public

10  facilities such as parks, libraries, and community centers; an

11  analysis of the need for supporting public facilities for

12  existing and future schools; an analysis of opportunities to

13  locate schools to serve as community focal points; projected

14  future population and associated demographics, including

15  development patterns year by year for the upcoming 5-year and

16  long-term planning periods; and anticipated educational and

17  ancillary plants with land area requirements.

18         (b)  The element shall contain one or more goals which

19  establish the long-term end toward which public school

20  programs and activities are ultimately directed.

21         (c)  The element shall contain one or more objectives

22  for each goal, setting specific, measurable, intermediate ends

23  that are achievable and mark progress toward the goal.

24         (d)  The element shall contain one or more policies for

25  each objective which establish the way in which programs and

26  activities will be conducted to achieve an identified goal.

27         (e)  The objectives and policies shall address items

28  such as: the procedure for an annual update process; the

29  procedure for school site selection; the procedure for school

30  permitting; provision of supporting infrastructure; location

31  of future school sites so they serve as community focal

                                  11

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  points; measures to ensure compatibility of school sites and

  2  surrounding land uses; coordination with adjacent local

  3  governments and the school district on emergency preparedness

  4  issues; and coordination with the future land use element.

  5         (f)  The element shall include one or more future

  6  conditions maps which depict the anticipated location of

  7  educational and ancillary plants. The maps will of necessity

  8  be general for the long-term planning period and more specific

  9  for the 5-year period.

10         Section 2.  Paragraphs (a) and (g) of subsection (13)

11  of section 163.3180, Florida Statutes, are amended to read:

12         163.3180  Concurrency.--

13         (13)  School concurrency, if imposed by local option,

14  shall be established on a districtwide basis and shall include

15  all public schools in the district and all portions of the

16  district, whether located in a municipality or an

17  unincorporated area. The application of school concurrency to

18  development shall be based upon the adopted comprehensive

19  plan, as amended. All local governments within a county,

20  except as provided in paragraph (f), shall adopt and transmit

21  to the state land planning agency the necessary plan

22  amendments, along with the interlocal agreement, for a

23  compliance review pursuant to s. 163.3184(7) and (8). School

24  concurrency shall not become effective in a county until all

25  local governments, except as provided in paragraph (f), have

26  adopted the necessary plan amendments, which together with the

27  interlocal agreement, are determined to be in compliance with

28  the requirements of this part.  The minimum requirements for

29  school concurrency are the following:

30         (a)  Public educational school facilities element.--A

31  local government shall adopt and transmit to the state land

                                  12

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  planning agency a plan or plan amendment which includes a

  2  public educational school facilities element which is

  3  consistent with the requirements of s. 163.3177(6)(k)(12) and

  4  which is determined to be in compliance as defined in s.

  5  163.3184(1)(b). Any local government transmitting a public

  6  school facilities element prior to the effective date of this

  7  act shall not be required to amend the element or any

  8  interlocal agreement to conform with the provisions of s.

  9  163.3177(6)(k). All local government public educational school

10  facilities plan elements within a county must be consistent

11  with each other as well as the requirements of this part. In

12  addition to those requirements identified in s.

13  163.3177(6)(k), a public educational facilities element for

14  the purpose of establishing school concurrency shall be

15  consistent with the requirements of this paragraph. The

16  element shall be based upon data and analyses that address how

17  level-of-service standards will be achieved and maintained.

18  Such data and analyses must include, at a minimum, the

19  district educational facilities plan adopted pursuant to s.

20  235.185, and information on existing development and

21  development anticipated for the next 5 years and the long-term

22  planning period. The element shall include one or more future

23  conditions maps which depict the anticipated location of

24  educational and ancillary plants. The maps will of necessity

25  be general for the long-term planning period and more specific

26  for the 5-year period.

27         (g)  Interlocal agreement for school concurrency.--When

28  establishing concurrency requirements for public schools, a

29  local government must enter into an interlocal agreement which

30  satisfies the requirements in s. 163.3177(6)(h)1. and 2. and

31  the requirements of this subsection.  The interlocal agreement

                                  13

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  shall acknowledge both the school board's constitutional and

  2  statutory obligations to provide a uniform system of free

  3  public schools on a countywide basis, and the land use

  4  authority of local governments, including their authority to

  5  approve or deny comprehensive plan amendments and development

  6  orders.  The interlocal agreement shall be submitted to the

  7  state land planning agency by the local government as a part

  8  of the compliance review, along with the other necessary

  9  amendments to the comprehensive plan required by this part.

10  In addition to the requirements of s. 163.3177(6)(h), the

11  interlocal agreement shall meet the following requirements:

12         1.  Establish the mechanisms for coordinating the

13  development, adoption, and amendment of each local

14  government's public educational school facilities element with

15  each other and the plans of the school board to ensure a

16  uniform districtwide school concurrency system.

17         2.  Establish a process by which each local government

18  and the school board shall agree and base their plans on

19  consistent projections of the amount, type, and distribution

20  of population growth and coordinate and share information

21  relating to existing and planned public school facilities

22  projections and proposals for development and redevelopment,

23  and infrastructure required to support public school

24  facilities.

25         3.  Establish a process for the development of siting

26  criteria which encourages the location of public schools

27  proximate to urban residential areas to the extent possible

28  and seeks to collocate schools with other public facilities

29  such as parks, libraries, and community centers to the extent

30  possible.

31

                                  14

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         4.  Specify uniform, districtwide level-of-service

  2  standards for public schools of the same type and the process

  3  for modifying the adopted levels-of-service standards.

  4         5.  Establish a process for the preparation, amendment,

  5  and joint approval by each local government and the school

  6  board of a public school capital facilities program which is

  7  financially feasible, and a process and schedule for

  8  incorporation of the public school capital facilities program

  9  into the local government comprehensive plans on an annual

10  basis.

11         6.  Define the geographic application of school

12  concurrency.  If school concurrency is to be applied on a less

13  than districtwide basis in the form of concurrency service

14  areas, the agreement shall establish criteria and standards

15  for the establishment and modification of school concurrency

16  service areas.  The agreement shall also establish a process

17  and schedule for the mandatory incorporation of the school

18  concurrency service areas and the criteria and standards for

19  establishment of the service areas into the local government

20  comprehensive plans.  The agreement shall ensure maximum

21  utilization of school capacity, taking into account

22  transportation costs and court-approved desegregation plans,

23  as well as other factors.  The agreement shall also ensure the

24  achievement and maintenance of the adopted level-of-service

25  standards for the geographic area of application throughout

26  the 5 years covered by the public school capital facilities

27  plan and thereafter by adding a new fifth year during the

28  annual update.

29         7.  Establish a uniform districtwide procedure for

30  implementing school concurrency which provides for:

31

                                  15

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         a.  The evaluation of development applications for

  2  compliance with school concurrency requirements;

  3         b.  An opportunity for the school board to review and

  4  comment on the effect of comprehensive plan amendments and

  5  rezonings on the public school facilities plan; and

  6         c.  The monitoring and evaluation of the school

  7  concurrency system.

  8         8.  Include provisions relating to termination,

  9  suspension, and amendment of the agreement.  The agreement

10  shall provide that if the agreement is terminated or

11  suspended, the application of school concurrency shall be

12  terminated or suspended.

13         Section 3.  Paragraph (j) of subsection (1) of section

14  163.3187, Florida Statutes, is amended to read:

15         163.3187  Amendment of adopted comprehensive plan.--

16         (1)  Amendments to comprehensive plans adopted pursuant

17  to this part may be made not more than two times during any

18  calendar year, except:

19         (j)  Any comprehensive plan amendment to establish

20  public school concurrency pursuant to s. 163.3180(13),

21  including, but not limited to, adoption of a public

22  educational school facilities element and adoption of

23  amendments to the capital improvements element and

24  intergovernmental coordination element. In order to ensure the

25  consistency of local government public school facilities

26  elements within a county, such elements shall be prepared and

27  adopted on a similar time schedule.

28         Section 4.  Paragraph (k) of subsection (2) of section

29  163.3191, Florida Statutes, is amended to read:

30         163.3191  Evaluation and appraisal of comprehensive

31  plan.--

                                  16

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (2)  The report shall present an evaluation and

  2  assessment of the comprehensive plan and shall contain

  3  appropriate statements to update the comprehensive plan,

  4  including, but not limited to, words, maps, illustrations, or

  5  other media, related to:

  6         (k)  The coordination of the comprehensive plan with

  7  existing public schools and those identified in the applicable

  8  educational 5-year school district facilities plan work

  9  program adopted pursuant to s. 235.185. The assessment shall

10  address, where relevant, the success or failure of the

11  coordination of the future land use map and associated planned

12  residential development with public schools and their

13  capacities, as well as the joint decisionmaking processes

14  engaged in by the local government and the school board in

15  regard to establishing appropriate population projections and

16  the planning and siting of public school facilities. If the

17  issues are not relevant, the local government shall

18  demonstrate that they are not relevant.

19         Section 5.  Section 163.3198, Florida Statutes,  is

20  created to read:

21         163.3198  Development of uniform fiscal analysis model

22  for evaluating the true cost of development.--

23         (1)  The Legislature finds that the quality and

24  efficiency of growth in Florida could benefit greatly by the

25  adoption of a uniform fiscal analysis model that could be used

26  by local governments to determine the costs and benefits of

27  new development. To facilitate informed decisionmaking and

28  accountability by local government, the analysis model would

29  itemize and calculate the costs and fiscal impacts of proposed

30  development, as well as the anticipated revenues and benefits

31  associated with the project. The resulting analysis would

                                  17

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  provide local government decisionmakers with a clearer

  2  understanding of the fiscal impact of the new development on

  3  the community and its resources.

  4         (2)(a)  To oversee the development of a fiscal analysis

  5  model by the state land planning agency, there is created a

  6  commission consisting of nine members appointed by the

  7  Governor. The President of the Senate and the Speaker of the

  8  House of Representatives shall each recommend to the Governor

  9  three persons to serve as members of the commission. The

10  Governor shall designate one of the members as chair.

11  Appointments must be made by July 1, 2001. The Governor, when

12  making appointments, and the President of the Senate and

13  Speaker of the House of Representatives, when making

14  recommendations, shall consider ethnic and gender balance. The

15  members of the commission must have technical or practical

16  expertise to bring to bear on the design or implementation of

17  the model. The commission shall include representatives of

18  municipalities, counties, school boards, the development

19  community, and public interest groups.

20         (b)  Each member may receive per diem and travel

21  expenses as provided in s. 112.061 while carrying out the

22  official business of the commission.

23         (c)  The commission is assigned, for administrative

24  purposes, to the Department of Community Affairs.

25         (d)  The commission shall meet at the call of the chair

26  and shall be dissolved upon the submittal of the report and

27  recommendations required by subsection (7).

28         (3)(a)  The state land planning agency shall develop

29  one or more fiscal analysis models for determining the

30  estimated costs and revenues of proposed development. The

31  model shall be a tool for local government decisionmaking and

                                  18

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  shall not constitute an automatic threshold for approval or

  2  disapproval of new development, and shall apply to all public

  3  and private projects and all land use categories. The model or

  4  models selected for field testing shall be approved by the

  5  commission.

  6         (b)  The model shall be capable of estimating the

  7  capital, operating, and maintenance expenses and revenues for

  8  new development based on the type, scale, and location of

  9  various land uses. Estimated costs shall include those

10  associated with impacts directly resulting from the proposed

11  project with respect to public school facilities,

12  transportation facilities, and water supply. Estimated costs

13  may also include, but not be limited to, other infrastructure

14  required by concurrency such as sewer, stormwater, and solid

15  waste services and telecommunications. Estimated revenues

16  shall include all revenues attributable to the proposed

17  development. The model shall be developed with capabilities of

18  estimating economic impacts and benefits not captured by the

19  estimated revenues and costs that may be attributed to new

20  development, including, but not limited to, affordable

21  housing.

22         (c)  The model shall be capable of identifying

23  infrastructure deficits or backlogs.

24         (d)  As part of its development of a fiscal analysis

25  model, the state land planning agency shall develop a report

26  by which local governments shall disclose, at least annually,

27  the cumulative fiscal impact of their local planning

28  decisions.

29         (4)  The state land planning agency shall field test

30  one or more fiscal analysis models to evaluate their technical

31  validity and practical usefulness. The field tests shall be

                                  19

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  conducted as demonstration projects in at least six regionally

  2  diverse local government jurisdictions. The commission shall

  3  provide selection recommendations to the state land planning

  4  agency regarding the local governments to be used for the

  5  field tests.

  6         (5)  Data, findings, and feedback from the field tests

  7  shall be presented to the commission periodically, but no

  8  later than 6 months following the initiation of each

  9  demonstration project. Based on the feedback provided by the

10  state land planning agency and the local government partner of

11  a demonstration project, the commission may require the state

12  land planning agency to adjust or modify one or more models

13  and conduct additional field testing if necessary.

14         (6)  Upon completion of the demonstration projects, the

15  commission shall approve a uniform fiscal analysis model.

16         (7)  No later than February 1, 2003, the commission

17  shall transmit to the Governor, the President of the Senate,

18  and the Speaker of the House of Representatives a report

19  detailing the results of the demonstration projects and

20  recommending a uniform fiscal analysis model for statewide

21  implementation. The report shall also include recommendations

22  for amendment to any existing growth management laws and

23  policies which may no longer be relevant or effective, and

24  recommendations for incentives to local governments to

25  encourage identification of areas in which infrastructure

26  development should be encouraged.

27         Section 6.  Section 235.002, Florida Statutes, is

28  amended to read:

29         235.002  Intent.--

30         (1)  The intent of the Legislature is:

31

                                  20

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (a)  To provide each student in the public education

  2  system the availability of an educational environment

  3  appropriate to his or her educational needs which is

  4  substantially equal to that available to any similar student,

  5  notwithstanding geographic differences and varying local

  6  economic factors, and to provide facilities for the Florida

  7  School for the Deaf and the Blind and other educational

  8  institutions and agencies as may be defined by law.

  9         (b)  To encourage the use of innovative designs,

10  construction techniques, and financing mechanisms in building

11  educational facilities for the purpose of reducing costs,

12  creating a more satisfactory educational environment suited to

13  the community in which the educational facility is located,

14  and reducing the amount of time necessary for design,

15  permitting, and construction to fill unmet needs.

16         (c)  To provide a systematic mechanism whereby

17  educational facilities construction plans can meet the current

18  and projected needs of the public education system population

19  as quickly as possible by building uniform, sound educational

20  environments and to provide a sound base for planning for

21  educational facilities needs.

22         (d)  To provide proper legislative support for as wide

23  a range of fiscally sound financing methodologies as possible

24  for the delivery of educational facilities and, where

25  appropriate, for their construction, operation, and

26  maintenance.

27         (e)  To establish a systematic process of sharing

28  information between school boards and local governments on

29  community growth and development trends in order to forecast

30  future enrollment and school needs.

31

                                  21

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (f)  To establish a systematic process for school

  2  boards and local governments to cooperatively plan for the

  3  provision of educational facilities to meet the current and

  4  projected needs of the public education system population,

  5  including the needs placed on the public education system as a

  6  result of growth and development decisions by local

  7  government.

  8         (g)  To establish a systematic process for local

  9  governments and school boards to cooperatively identify and

10  meet the infrastructure needs of public schools to assure

11  healthy school environments and safe student access.

12         (h)  To integrate school construction and maintenance

13  planning and budgeting into the community's overall

14  comprehensive plans for new growth in the community and to

15  promote and further plans for revitalization of existing

16  communities.

17         (2)  The Legislature finds and declares that:

18         (a)  Public schools are a lynchpin to the vitality of

19  communities and play an unrivaled role in thousands of

20  individual housing decisions that result in community growth

21  trends.

22         (b)(a)  Growth and development issues transcend the

23  boundaries and responsibilities of individual units of

24  government, and often no single unit of government can plan or

25  implement policies to deal with these issues without affecting

26  other units of government.

27         (c)(b)  The effective and efficient provision of public

28  educational facilities and services is essential to preserving

29  and enhancing the quality of life of the people of this state.

30         (d)(c)  The provision of educational facilities often

31  impacts community infrastructure and services.  Assuring

                                  22

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  coordinated and cooperative provision of such facilities and

  2  associated infrastructure and services is in the best interest

  3  of the state.

  4         Section 7.  Paragraphs (b) and (c) of subsection (1) of

  5  section 235.15, Florida Statutes, are amended to read:

  6         235.15  Educational plant survey; localized need

  7  assessment; PECO project funding.--

  8         (1)  At least every 5 years, each board, including the

  9  Board of Regents, shall arrange for an educational plant

10  survey, to aid in formulating plans for housing the

11  educational program and student population, faculty,

12  administrators, staff, and auxiliary and ancillary services of

13  the district or campus, including consideration of the local

14  comprehensive plan. The Division of Workforce Development

15  shall document the need for additional career and adult

16  education programs and the continuation of existing programs

17  before facility construction or renovation related to career

18  or adult education may be included in the educational plant

19  survey of a school district or community college that delivers

20  career or adult education programs. Information used by the

21  Division of Workforce Development to establish facility needs

22  must include, but need not be limited to, labor market data,

23  needs analysis, and information submitted by the school

24  district or community college.

25         (b)  Required need assessment criteria for district,

26  community college, and state university plant surveys.--Each

27  educational plant survey completed after December 31, 1997,

28  must use uniform data sources and criteria specified in this

29  paragraph.  Each educational plant survey completed after June

30  30, 1995, and before January 1, 1998, must be revised, if

31  necessary, to comply with this paragraph.  Each revised

                                  23

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  educational plant survey and each new educational plant survey

  2  supersedes previous surveys.

  3         1.  The school district's survey shall be submitted as

  4  a part of the district's educational facilities plan under s.

  5  235.185. Each school district's educational plant survey must

  6  reflect the capacity of existing satisfactory facilities as

  7  reported in the Florida Inventory of School Houses.

  8  Projections of facility space needs may not exceed the norm

  9  space and occupant design criteria established by the State

10  Requirements for Educational Facilities. Existing and

11  projected capital outlay full-time equivalent student

12  enrollment must be consistent with data prepared by the

13  department and must include all enrollment used in the

14  calculation of the distribution formula in s. 235.435(3). All

15  satisfactory relocatable classrooms, including those owned,

16  lease-purchased, or leased by the school district, shall be

17  included in the school district inventory of gross capacity of

18  facilities and must be counted at actual student capacity for

19  purposes of the inventory. For future needs determination,

20  student capacity shall not be assigned to any relocatable

21  classroom that is scheduled for elimination or replacement

22  with a permanent educational facility in the adopted 5-year

23  educational plant survey and in the district facilities work

24  program adopted under s. 235.185. Those relocatables clearly

25  identified and scheduled for replacement in a school board

26  adopted financially feasible 5-year district facilities work

27  program shall be counted at zero capacity at the time the work

28  program is adopted and approved by the school board. However,

29  if the district facilities work program is changed or altered

30  and the relocatables are not replaced as scheduled in the work

31  program, they must then be reentered into the system for

                                  24

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  counting at actual capacity. Relocatables may not be

  2  perpetually added to the work program and continually extended

  3  for purposes of circumventing the intent of this section. All

  4  remaining relocatable classrooms, including those owned,

  5  lease-purchased, or leased by the school district, shall be

  6  counted at actual student capacity. The educational plant

  7  survey shall identify the number of relocatable student

  8  stations scheduled for replacement during the 5-year survey

  9  period and the total dollar amount needed for that

10  replacement. All district educational plant surveys revised

11  after July 1, 1998, shall include information on leased space

12  used for conducting the district's instructional program, in

13  accordance with the recommendations of the department's report

14  authorized in s. 235.056. A definition of satisfactory

15  relocatable classrooms shall be established by rule of the

16  department.

17         2.  Each survey of a special facility, joint-use

18  facility, or cooperative vocational education facility must be

19  based on capital outlay full-time equivalent student

20  enrollment data prepared by the department for school

21  districts, by the Division of Community Colleges for community

22  colleges, and by the Board of Regents for state universities.

23  A survey of space needs of a joint-use facility shall be based

24  upon the respective space needs of the school districts,

25  community colleges, and universities, as appropriate.

26  Projections of a school district's facility space needs may

27  not exceed the norm space and occupant design criteria

28  established by the State Requirements for Educational

29  Facilities.

30         3.  Each community college's survey must reflect the

31  capacity of existing facilities as specified in the inventory

                                  25

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  maintained by the Division of Community Colleges.  Projections

  2  of facility space needs must comply with standards for

  3  determining space needs as specified by rule of the State

  4  Board of Education.  The 5-year projection of capital outlay

  5  student enrollment must be consistent with the annual report

  6  of capital outlay full-time student enrollment prepared by the

  7  Division of Community Colleges.

  8         4.  Each state university's survey must reflect the

  9  capacity of existing facilities as specified in the inventory

10  maintained and validated by the Board of Regents.  Projections

11  of facility space needs must be consistent with standards for

12  determining space needs approved by the Board of Regents. The

13  projected capital outlay full-time equivalent student

14  enrollment must be consistent with the 5-year planned

15  enrollment cycle for the State University System approved by

16  the Board of Regents.

17         5.  The educational plant survey of a school district,

18  community college, or state university may include space needs

19  that deviate from approved standards for determining space

20  needs if the deviation is justified by the district or

21  institution and approved by the department or the Board of

22  Regents, as appropriate, as necessary for the delivery of an

23  approved educational program.

24         (c)  Review and validation.--The department shall

25  review and validate the surveys of school districts and

26  community colleges and any amendments thereto for compliance

27  with the requirements of this chapter and, when required by

28  the State Constitution, shall recommend those in compliance

29  for approval by the State Board of Education. The surveys

30  contained within the district educational facilities plan

31  under s. 235.185 are deemed to meet the requirements of the

                                  26

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  State Constitution, subject to approval by the State Board of

  2  Education.

  3         Section 8.  Subsections (3) and (4) of section 235.175,

  4  Florida Statutes, are amended to read:

  5         235.175  SMART schools; Classrooms First; legislative

  6  purpose.--

  7         (3)  SCHOOL DISTRICT EDUCATIONAL FACILITIES PLAN WORK

  8  PROGRAMS.--It is the purpose of the Legislature to create s.

  9  235.185, requiring each school district annually to adopt an

10  educational a district facilities plan that provides an

11  integrated long-range facilities plan, including the survey of

12  projected needs and the 5-year work program. The purpose of

13  the educational district facilities plan work program is to

14  keep the school board, local governments, and the public fully

15  informed as to whether the district is using sound policies

16  and practices that meet the essential needs of students and

17  that warrant public confidence in district operations. The

18  educational district facilities plan work program will be

19  monitored by the SMART Schools Clearinghouse, which will also

20  apply performance standards pursuant to s. 235.218.

21         (4)  SMART SCHOOLS CLEARINGHOUSE.--It is the purpose of

22  the Legislature to create s. 235.217, establishing the SMART

23  Schools Clearinghouse to assist the school districts in

24  building SMART schools utilizing functional and frugal

25  practices. The SMART Schools Clearinghouse must review

26  district educational facilities plans work programs and

27  projects and identify districts qualified for incentive

28  funding available through School Infrastructure Thrift Program

29  awards; identify opportunities to maximize design and

30  construction savings; develop school district educational

31  facilities plan work program performance standards; and

                                  27

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  provide for review and recommendations to the Governor, the

  2  Legislature, and the State Board of Education.

  3         Section 9.  Section 235.18, Florida Statutes, is

  4  amended to read:

  5         235.18  Annual capital outlay budget.--Each board,

  6  including the Board of Regents, shall, each year, adopt a

  7  capital outlay budget for the ensuing year in order that the

  8  capital outlay needs of the board for the entire year may be

  9  well understood by the public.  This capital outlay budget

10  shall be a part of the annual budget and shall be based upon

11  and in harmony with the educational plant and ancillary

12  facilities plan. This budget shall designate the proposed

13  capital outlay expenditures by project for the year from all

14  fund sources. The board may not expend any funds on any

15  project not included in the budget, as amended. Each district

16  school board must prepare its tentative district educational

17  facilities plan work program as required by s. 235.185 before

18  adopting the capital outlay budget.

19         Section 10.  Section 235.185, Florida Statutes, is

20  amended to read:

21         235.185  School district educational facilities plan

22  work program; definitions; preparation, adoption, and

23  amendment; long-term work programs.--

24         (1)  DEFINITIONS.--As used in this section, the term:

25         (a)  "Adopted educational district facilities plan work

26  program" means the comprehensive planning document 5-year work

27  program adopted annually by the district school board as

28  provided in subsection (4) which contains the educational

29  plant survey required under the State Constitution (3).

30         (b)  "Tentative District facilities work program" means

31  the 5-year listing of capital outlay projects adopted by the

                                  28

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  district school board as provided in paragraph (2)(b) as part

  2  of the district educational facilities plan which are

  3  required:

  4         1.  To properly repair and maintain the educational

  5  plant and ancillary facilities of the district.

  6         2.  To provide an adequate number of satisfactory

  7  student stations for the projected student enrollment of the

  8  district in K-12 programs in accordance with the goal in s.

  9  235.062.

10         (c)  "Tentative educational facilities plan" means the

11  comprehensive planning document prepared annually by the

12  district school board and submitted to the SMART Schools

13  Clearinghouse, the Department of Education, and the affected

14  general purpose local governments.

15         (2)  PREPARATION OF TENTATIVE DISTRICT EDUCATIONAL

16  FACILITIES PLAN; WORK PROGRAM.--

17         (a)  Annually, prior to the adoption of the district

18  school budget, each school board shall prepare a tentative

19  district educational facilities plan work program that

20  includes long-range planning for facilities needs over 5-year,

21  10-year, and 20-year periods. The long-range plan shall be

22  developed in coordination with the general purpose local

23  governments and, to the extent possible, be consistent with

24  the local government comprehensive plans. The long-range plan

25  shall:

26         1.  Consider projected student populations apportioned

27  geographically at the local level. The projections shall be

28  based on information produced by the demographic, revenue, and

29  education estimating conferences pursuant to s. 216.136, where

30  available, as modified by the school district based on

31  development data and agreement with the local governments and

                                  29

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  the Department of Education. The projections shall be

  2  apportioned geographically with assistance from the local

  3  governments, using their development trend data and the school

  4  district student enrollment data.

  5         2.  Provide an inventory of existing public school

  6  facilities. Any anticipated expansions or closures of existing

  7  school sites over the 5-year, 10-year, and 20-year periods

  8  shall be identified. The inventory shall include an assessment

  9  of areas proximate to existing schools and identification of

10  the need for improvements to infrastructure, safety, and

11  conditions in the community. The plan shall also provide an

12  indication of major repair and renovation projects planned to

13  maintain educational facilities.

14         3.  Include projections of facilities space needs,

15  which may not exceed the norm space and occupant design

16  criteria established in the State Requirements for Educational

17  Facilities.

18         4.  Include information on leased, loaned, and donated

19  space and relocatables used for conducting the school

20  districts' instructional programs.

21         5.  Describe the general location of public schools

22  proposed to be constructed over the 5-year, 10-year, and

23  20-year time periods, including a listing of the proposed

24  schools' site acreage needs and anticipated capacity and maps

25  showing general locations. The listing shall include an

26  assessment of areas proximate to existing schools and

27  identification of the need for improvements to infrastructure,

28  safety, and conditions in the community.

29         (b)  The educational facilities plan shall include the

30  district facilities 5-year work program. The work program

31  shall include:

                                  30

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         1.  A schedule of major repair and renovation projects

  2  necessary to maintain the educational facilities plant and

  3  ancillary facilities of the district.

  4         2.  A schedule of capital outlay projects necessary to

  5  ensure the availability of satisfactory student stations for

  6  the projected student enrollment in K-12 programs. This

  7  schedule shall consider:

  8         a.  The locations, capacities, and planned utilization

  9  rates of current educational facilities of the district.

10         b.  The proposed locations of planned facilities and

11  whether those locations are consistent with the comprehensive

12  plans and land use plans of all affected local governments.

13  The schedule shall also consider needs for infrastructure and

14  other improvements to land adjacent to existing facilities.

15  The provisions of s. 235.19 shall be addressed for new

16  facilities planned within the first 3 years of the work

17  program, as appropriate.

18         c.  Plans for the use and location of relocatable

19  facilities, leased facilities, and charter school facilities.

20         d.  The identification of options deemed reasonable and

21  approved by the school board Plans for multitrack scheduling,

22  grade level organization, block scheduling, or other

23  alternatives that reduce the need for additional permanent

24  student stations.

25         e.  Information concerning average class size and

26  utilization rate by grade level within the district that will

27  result if the tentative district facilities work program is

28  fully implemented. The average shall not include exceptional

29  student education classes or prekindergarten classes.

30         f.  The number and percentage of district students

31  planned to be educated in relocatable facilities during each

                                  31

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  year of the tentative district facilities work program. For

  2  future needs determination, student capacity shall not be

  3  assigned to any relocatable classroom that is scheduled for

  4  elimination or replacement with a permanent educational

  5  facility in the adopted district educational facilities plan

  6  and in the district facilities work program adopted under this

  7  section. Those relocatables clearly identified and scheduled

  8  for replacement in a school board adopted, financially

  9  feasible, 5-year district facilities work program shall be

10  counted at zero capacity at the time the work program is

11  adopted and approved by the school board. However, if the

12  district facilities work program is changed or altered and the

13  relocatables are not replaced as scheduled in the work

14  program, they must then be reentered into the system for

15  counting at actual capacity. Relocatables may not be

16  perpetually added to the work program and continually extended

17  for purposes of circumventing the intent of this section. All

18  remaining relocatable classrooms, including those owned,

19  lease-purchased, or leased by the school district, shall be

20  counted at actual student capacity. The district facilities

21  work program shall identify the number of relocatable student

22  stations scheduled for replacement during the 5-year survey

23  period and the total dollar amount needed for that

24  replacement.

25         g.  Plans for the closure of any school, including

26  plans for disposition of the facility or usage of facility

27  space, and anticipated revenues.

28         3.  The projected cost for each project identified in

29  the tentative district facilities work program. For proposed

30  projects for new student stations, a schedule shall be

31  prepared comparing the planned cost and square footage for

                                  32

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  each new student station, by elementary, middle, and high

  2  school levels, to the low, average, and high cost of

  3  facilities constructed throughout the state during the most

  4  recent fiscal year for which data is available from the

  5  Department of Education.

  6         4.  A schedule of estimated capital outlay revenues

  7  from each currently approved source which is estimated to be

  8  available for expenditure on the projects included in the

  9  tentative district facilities work program.

10         5.  A schedule indicating which projects included in

11  the tentative district facilities work program will be funded

12  from current revenues projected in subparagraph 4.

13         6.  A schedule of options for the generation of

14  additional revenues by the district for expenditure on

15  projects identified in the tentative district facilities work

16  program which are not funded under subparagraph 5. Additional

17  anticipated revenues may include effort index grants, SIT

18  Program awards, and Classrooms First funds.

19         (c)(b)  To the extent available, the tentative district

20  educational facilities plan work program shall be based on

21  information produced by the demographic, revenue, and

22  education estimating conferences pursuant to s. 216.136.

23         (d)(c)  Provision shall be made for public comment

24  concerning the tentative district educational facilities plan

25  work program.

26         (e)  The district school board shall coordinate with

27  each affected local government to promote consistency between

28  the tentative district educational facilities plan and the

29  local government comprehensive plans and land use plans of the

30  affected local governments during the development of the

31  tentative district educational facilities plan.

                                  33

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (3)  SUBMITTAL OF TENTATIVE DISTRICT EDUCATIONAL

  2  FACILITIES PLAN TO THE LOCAL GOVERNMENT.--The district school

  3  board shall submit a copy of its tentative district

  4  educational facilities plan to all affected local governments

  5  prior to adoption by the board. The affected local governments

  6  shall review the district educational facilities plan and

  7  comment to the district school board on the consistency of the

  8  plan with the local comprehensive plan and whether a

  9  comprehensive plan amendment is necessary. The process for the

10  submittal and review shall be detailed in the interlocal

11  agreement required pursuant to s. 235.193(2).

12         (4)(3)  ADOPTED DISTRICT EDUCATIONAL FACILITIES PLAN

13  WORK PROGRAM.--Annually, the district school board shall

14  consider and adopt the tentative district educational

15  facilities plan work program completed pursuant to subsection

16  (2). Upon giving proper public notice and opportunity for

17  public comment, the district school board may amend the plan

18  program to revise the priority of projects, to add or delete

19  projects, to reflect the impact of change orders, or to

20  reflect the approval of new revenue sources which may become

21  available. The adopted district educational facilities plan

22  work program shall:

23         (a)  Be a complete, balanced, and financially feasible

24  capital outlay financial plan for the district.

25         (b)  Set forth the proposed commitments and planned

26  expenditures of the district to address the educational

27  facilities needs of its students and to adequately provide for

28  the maintenance of the educational plant and ancillary

29  facilities.

30         (5)(4)  EXECUTION OF ADOPTED DISTRICT EDUCATIONAL

31  FACILITIES PLAN WORK PROGRAM.--The first year of the adopted

                                  34

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  district educational facilities plan work program shall

  2  constitute the capital outlay budget required in s. 235.18.

  3  The adopted district facilities work program shall include the

  4  information required in paragraph (2)(b) subparagraphs

  5  (2)(a)1., 2., and 3., based upon projects actually funded in

  6  the program.

  7         (5)  10-YEAR AND 20-YEAR WORK PROGRAMS.--In addition to

  8  the adopted district facilities work program covering the

  9  5-year work program, the district school board shall adopt

10  annually a 10-year and a 20-year work program which include

11  the information set forth in subsection (2), but based upon

12  enrollment projections and facility needs for the 10-year and

13  20-year periods. It is recognized that the projections in the

14  10-year and 20-year timeframes are tentative and should be

15  used only for general planning purposes.

16         Section 11.  Section 235.188, Florida Statutes, is

17  amended to read:

18         235.188  Full bonding required to participate in

19  programs.--Any district with unused bonding capacity in its

20  Capital Outlay and Debt Service Trust Fund allocation that

21  certifies in its district educational facilities plan work

22  program that it will not be able to meet all of its need for

23  new student stations within existing revenues must fully bond

24  its Capital Outlay and Debt Service Trust Fund allocation

25  before it may participate in Classrooms First, the School

26  Infrastructure Thrift (SIT) Program, or the Effort Index

27  Grants Program.

28         Section 12.  Subsections (2) and (3) of section 235.19,

29  Florida Statutes, are amended to read:

30         235.19  Site planning and selection.--

31

                                  35

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (2)  Each new site selected must be adequate in size to

  2  meet the educational needs of the students to be served on

  3  that site by the original educational facility or future

  4  expansions of the facility through renovation or the addition

  5  of relocatables. The Commissioner of Education shall prescribe

  6  by rule recommended sizes for new sites according to

  7  categories of students to be housed and other appropriate

  8  factors determined by the commissioner. Less-than-recommended

  9  site sizes are allowed if the board, by a two-thirds majority,

10  recommends such a site and finds that it can provide an

11  appropriate and equitable educational program on the site.

12         (3)  Sites recommended for purchase, or purchased, in

13  accordance with chapter 230 or chapter 240 must meet standards

14  prescribed therein and such supplementary standards as the

15  school board commissioner prescribes to promote the

16  educational interests of the students.  Each site must be well

17  drained and suitable for outdoor educational purposes as

18  appropriate for the educational program. As provided in s.

19  333.03, the site must not be located within any path of flight

20  approach of any airport. Insofar as is practicable, the site

21  must not adjoin a right-of-way of any railroad or through

22  highway and must not be adjacent to any factory or other

23  property from which noise, odors, or other disturbances, or at

24  which conditions, would be likely to interfere with the

25  educational program.

26         Section 13.  Section 235.193, Florida Statutes, is

27  amended to read:

28         235.193  Coordination of planning with local governing

29  bodies.--

30         (1)  It is the policy of this state to require the

31  coordination of planning between boards and local governing

                                  36

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  bodies to ensure that plans for the construction and opening

  2  of public educational facilities are facilitated and

  3  coordinated in time and place with plans for residential

  4  development, concurrently with other necessary services. Such

  5  planning shall include the integration of the educational

  6  facilities plan plant survey and applicable policies and

  7  procedures of a board with the local comprehensive plan and

  8  land development regulations of local governing bodies.  The

  9  planning must include the consideration of allowing students

10  to attend the school located nearest their homes when a new

11  housing development is constructed near a county boundary and

12  it is more feasible to transport the students a short distance

13  to an existing facility in an adjacent county than to

14  construct a new facility or transport students longer

15  distances in their county of residence. The planning must also

16  consider the effects of the location of public education

17  facilities, including the feasibility of keeping central city

18  facilities viable, in order to encourage central city

19  redevelopment and the efficient use of infrastructure and to

20  discourage uncontrolled urban sprawl.

21         (2)  No later than 6 months prior to the deadline

22  established by the state land planning agency pursuant to s.

23  163.3177(6)(k) for the transmittal of a public educational

24  facilities element by a general purpose local government, the

25  school district, the county, and the participating

26  municipalities shall enter into an interlocal agreement which

27  establishes a process:

28         (a)  By which each local government and the school

29  district agree and base their plans on consistent projections

30  of the amount, type, and distribution of population growth and

31  student enrollment.

                                  37

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (b)  To coordinate and share information relating to

  2  existing and planned public school facilities and local

  3  government plans for development and redevelopment.

  4         (c)  To coordinate the development, adoption, and

  5  amendment of each local government's public educational

  6  facilities element with the plan of the school district to

  7  ensure a uniform countywide planning system.

  8         (d)  To ensure coordination between the school district

  9  and local governments during the preparation of the

10  educational facilities plan pursuant to s. 235.185. In

11  addition, the interlocal agreement shall establish procedures

12  for formal comment by local governments on the tentative

13  district educational facilities plan.

14         (e)  For the selection of proposed school sites which

15  ensures the early involvement of the local government, and for

16  school permitting.

17         (f)  To identify and ensure the provision of potable

18  water, wastewater, drainage, and transportation needed for

19  school facilities and other actions needed to assure safe

20  access to schools, and a process for funding those needs.

21         (g)  To identify opportunities for public schools to

22  serve as emergency shelters.

23         (h)  For school district participation in the review of

24  residential development applications and particularly for

25  review of the adequacy of school facilities when considering

26  applications for comprehensive plan amendments and rezonings

27  which would increase residential density. The interlocal

28  agreement shall also address the process for determining

29  proportionate share mitigation pursuant to s. 163.3177(12).

30         (i)  For the resolution of disputes between the school

31  district and local governments.

                                  38

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (3)  Failure to enter into an interlocal agreement

  2  shall result in the withholding of funds for school

  3  construction available pursuant to ss. 235.187, 235.216,

  4  235.2195, and 235.42.

  5         (4)  The school board shall provide the local

  6  government a school capacity report when the local government

  7  notifies the school board that it is considering applications

  8  for comprehensive plan amendments and rezonings which seek to

  9  raise residential densities over the currently allowable

10  levels. The report shall provide information and analysis on

11  the capacity and enrollment of affected schools, expected

12  additional students from the amendment or rezoning, programmed

13  and fiscally feasible new facilities or improvements to

14  affected schools identified in the educational facilities plan

15  of the school board and the expected date of availability of

16  such facilities or improvements, and available reasonable

17  options for providing school facilities to students if the

18  rezoning or comprehensive plan amendment is approved.

19         (5)(2)  A school board and the local governing body

20  must share and coordinate information related to existing and

21  planned public school facilities; proposals for development,

22  redevelopment, or additional development; and infrastructure

23  required to support the public school facilities, concurrent

24  with proposed development. A school board shall use

25  information produced by the demographic, revenue, and

26  education estimating conferences pursuant to s. 216.136

27  Department of Education enrollment projections when preparing

28  the 5-year district educational facilities plan work program

29  pursuant to s. 235.185 in, and a school board shall

30  affirmatively demonstrate in the educational facilities report

31  consideration of local governments' population projections to

                                  39

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  ensure that the educational facilities plan 5-year work

  2  program not only reflects enrollment projections but also

  3  considers applicable municipal and county growth and

  4  development projections. The school board may modify the

  5  information produced by the estimating conferences, with the

  6  approval of the local governments and the Department of

  7  Education. The projections shall be apportioned geographically

  8  with assistance from the local governments, using their

  9  development trend data and the school district student

10  enrollment data. A school board is precluded from siting a new

11  school in a jurisdiction where the school board has failed to

12  provide the annual educational facilities plan report for the

13  prior year required pursuant to s. 235.185 235.194 unless the

14  failure is corrected.

15         (6)(3)  The location of public educational facilities

16  shall be consistent with the comprehensive plan of the

17  appropriate local governing body developed under part II of

18  chapter 163 and the plan's implementing land development

19  regulations, to the extent that the regulations are not in

20  conflict with or the subject regulated is not specifically

21  addressed by this chapter or the State Uniform Building Code,

22  unless mutually agreed by the local government and the board.

23         (7)(4)  To improve coordination relative to potential

24  educational facility sites, a board shall provide written

25  notice to the local government that has regulatory authority

26  over the use of the land at least 120 60 days prior to

27  acquiring or leasing property that may be used for a new

28  public educational facility.  The local government, upon

29  receipt of this notice, shall notify the board within 45 days

30  if the site proposed for acquisition or lease is consistent

31  with the land use categories and policies of the local

                                  40

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  government's comprehensive plan.  This preliminary notice does

  2  not constitute the local government's determination of

  3  consistency pursuant to subsection (8) (5).

  4         (8)(5)  As early in the design phase as feasible, but

  5  at least before commencing construction of a new public

  6  educational facility, the local governing body that regulates

  7  the use of land shall determine, in writing within 90 days

  8  after receiving the necessary information and a school board's

  9  request for a determination, whether a proposed public

10  educational facility is consistent with the local

11  comprehensive plan and local land development regulations, to

12  the extent that the regulations are not in conflict with or

13  the subject regulated is not specifically addressed by this

14  chapter or the State Uniform Building Code, unless mutually

15  agreed. If the determination is affirmative, school

16  construction may proceed and further local government

17  approvals are not required, except as provided in this

18  section. Failure of the local governing body to make a

19  determination in writing within 90 days after a school board's

20  request for a determination of consistency shall be considered

21  an approval of the school board's application.

22         (9)(6)  A local governing body may not deny the site

23  applicant based on adequacy of the site plan as it relates

24  solely to the needs of the school. If the site is consistent

25  with the comprehensive plan's future land use policies and

26  categories in which public schools are identified as allowable

27  uses, the local government may not deny the application but it

28  may impose reasonable development standards and conditions in

29  accordance with s. 235.34(1) and consider the site plan and

30  its adequacy as it relates to environmental concerns, health,

31  safety and welfare, and effects on adjacent property.

                                  41

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  Standards and conditions may not be imposed which conflict

  2  with those established in this chapter or the State Uniform

  3  Building Code, unless mutually agreed.

  4         (10)(7)  This section does not prohibit a local

  5  governing body and district school board from agreeing and

  6  establishing an alternative process for reviewing a proposed

  7  educational facility and site plan, and offsite impacts

  8  pursuant to an interlocal agreement adopted in accordance with

  9  s. 235.193.

10         (11)(8)  Existing schools shall be considered

11  consistent with the applicable local government comprehensive

12  plan adopted under part II of chapter 163. The collocation of

13  a new proposed public educational facility with an existing

14  public educational facility, or the expansion of an existing

15  public educational facility is not inconsistent with the local

16  comprehensive plan, if the site is consistent with the

17  comprehensive plan's future land use policies and categories

18  in which public schools are identified as allowable uses, and

19  levels of service adopted by the local government for any

20  facilities affected by the proposed location for the new

21  facility are maintained. If a board submits an application to

22  expand an existing school site, the local governing body may

23  impose reasonable development standards and conditions on the

24  expansion only, and in a manner consistent with s. 235.34(1).

25  Standards and conditions may not be imposed which conflict

26  with those established in this chapter or the State Uniform

27  Building Code, unless mutually agreed. Local government review

28  or approval is not required for:

29         (a)  The placement of temporary or portable classroom

30  facilities; or

31

                                  42

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (b)  Proposed renovation or construction on existing

  2  school sites, with the exception of construction that changes

  3  the primary use of a facility, includes stadiums, or results

  4  in a greater than 5 percent increase in student capacity, or

  5  as mutually agreed.

  6         Section 14.  Section 235.194, Florida Statutes, is

  7  repealed.

  8         Section 15.  Section 235.218, Florida Statutes, is

  9  amended to read:

10         235.218  School district educational facilities plan

11  work program performance and productivity standards;

12  development; measurement; application.--

13         (1)  The SMART Schools Clearinghouse shall develop and

14  adopt measures for evaluating the performance and productivity

15  of school district educational facilities plans work programs.

16  The measures may be both quantitative and qualitative and

17  must, to the maximum extent practical, assess those factors

18  that are within the districts' control.  The measures must, at

19  a minimum, assess performance in the following areas:

20         (a)  Frugal production of high-quality projects.

21         (b)  Efficient finance and administration.

22         (c)  Optimal school and classroom size and utilization

23  rate.

24         (d)  Safety.

25         (e)  Core facility space needs and cost-effective

26  capacity improvements that consider demographic projections.

27         (f)  Level of district local effort.

28         (2)  The clearinghouse shall establish annual

29  performance objectives and standards that can be used to

30  evaluate district performance and productivity.

31

                                  43

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1         (3)  The clearinghouse shall conduct ongoing

  2  evaluations of district educational facilities plan program

  3  performance and productivity, using the measures adopted under

  4  this section. If, using these measures, the clearinghouse

  5  finds that a district failed to perform satisfactorily, the

  6  clearinghouse must recommend to the district school board

  7  actions to be taken to improve the district's performance.

  8         Section 16.  Section 235.321, Florida Statutes, is

  9  amended to read:

10         235.321  Changes in construction requirements after

11  award of contract.--The board may, at its option and by

12  written policy duly adopted and entered in its official

13  minutes, authorize the superintendent or president or other

14  designated individual to approve change orders in the name of

15  the board for preestablished amounts.  Approvals shall be for

16  the purpose of expediting the work in progress and shall be

17  reported to the board and entered in its official minutes. For

18  accountability, the school district shall monitor and report

19  the impact of change orders on its district educational

20  facilities plan work program pursuant to s. 235.185.

21         Section 17.  Paragraph (d) of subsection (5) of section

22  236.25, Florida Statutes, is amended to read:

23         236.25  District school tax.--

24         (5)

25         (d)  Notwithstanding any other provision of this

26  subsection, if through its adopted educational facilities plan

27  work program a district has clearly identified the need for an

28  ancillary plant, has provided opportunity for public input as

29  to the relative value of the ancillary plant versus an

30  educational plant, and has obtained public approval, the

31  district may use revenue generated by the millage levy

                                  44

CODING: Words stricken are deletions; words underlined are additions.






    Florida House of Representatives - 2001                HB 1617

    578-143-01






  1  authorized by subsection (2) for the construction, renovation,

  2  remodeling, maintenance, or repair of an ancillary plant.

  3

  4  A district that violates these expenditure restrictions shall

  5  have an equal dollar reduction in funds appropriated to the

  6  district under s. 236.081 in the fiscal year following the

  7  audit citation.  The expenditure restrictions do not apply to

  8  any school district that certifies to the Commissioner of

  9  Education that all of the district's instructional space needs

10  for the next 5 years can be met from capital outlay sources

11  that the district reasonably expects to receive during the

12  next 5 years or from alternative scheduling or construction,

13  leasing, rezoning, or technological methodologies that exhibit

14  sound management.

15         Section 18.  This act shall take effect upon becoming a

16  law.

17

18            *****************************************

19                          HOUSE SUMMARY

20
      Requires that a local government comprehensive plan
21    include a public educational facilities element and
      provides requirements with respect thereto. Requires that
22    local governments consider the adequacy of public school
      facilities when considering certain comprehensive plan
23    amendment and rezoning applications. Directs the state
      land planning agency to develop fiscal analysis models
24    for determining the costs and revenues of proposed
      development, under the supervision of a commission.
25    Provides for field testing and submission of an approved
      uniform model to the Governor and Legislature. Provides
26    requirements for preparation of an annual educational
      facilities plan by each school district, to include the
27    educational plant survey, a long-range planning
      component, and the district's 5-year facilities work
28    program.

29
      See bill for details.
30

31

                                  45

CODING: Words stricken are deletions; words underlined are additions.