Alberta Education/ ASBOA BOOTCAMP 101 - PowerPoint PPT Presentation


Title: Alberta Education/ ASBOA BOOTCAMP 101


1
Alberta Education/ ASBOABOOTCAMP 101
  • Presentation by
  • Robert Craig, Senior Manager, Capital Planning
    North
  • Robert.craig_at_gov.ab.ca
  • January 9, 2015

2
Presentation Outline
  • Introductions
  • Roles Responsibilities of Education and
    Infrastructure
  • Capital Project Planning - Submission of
    Three-Year Capital Plans
  • Capital Planning
  • School Capital Manual
  • Infrastructure Maintenance and Renewal (IMR)
  • Disposition of Property
  • Capital Announcements and Timing
  • Questions

3
Education and Infrastructure A Team Approach
  • Infrastructure
  • Provides technical advice on existing facilities
    and new construction projects.
  • Provides cost estimates to Education.
  • Monitors / manages school construction projects
    from the design to the completion stage.
  • Annual school facility condition audits and
    reporting of performance measures
  • Education
  • Responsibility for all Capital funding for
    schools POM, IMR and all approved capital
    projects.
  • Reviews three-year capital plans to develop
    provincial priorities for capital projects.
  • Policy development
  • First point of contact for school boards on all
    matters related to school infrastructure.

4
Governments Commitment
  • Government is committed to ensuring that all
    students are educated in safe and well-maintained
    school facilities.
  • Collaboration with stakeholders is critical to
    success in ensuring students have equity of
    access to quality learning environments.

5
Mission and Vision
  • Our Mission Create the best possible school
    facilities through collaboration with school
    jurisdictions and communities
  • Our Vision Alberta is a recognized leader in
    creating educationally effective and well
    maintained school facilities that inspire and are
    accessible to all students and communities

6
Annual Three-Year Capital Plans
  • Each year school boards are required to update
    their Three-Year Capital Plan and submit it to
    Alberta Education for funding consideration.
  • The Three-Year Capital Plan must be submitted by
    April 1 using the WAP Web Access Program.
    Training and passwords are available from Alberta
    Infrastructure.
  • The web submission is used as the primary source
    of information when the project is considered for
    funding. Providing clear information and
    supporting documentation allows your Education
    Manager to adequately assess the need and
    advocate on your behalf.

7
Developing Your Capital Plan Important
Considerations
  • Modernizations
  • Facility Condition Audit how old is the audit?
    High priority Modernization requests should have
    recent audits.
  • Program Delivery challenges What is the
    schools focus? What are the impediments to
    effective program delivery?
  • Replacement? Is the cost of modernizing the
    school gt 75 of R.V.?
  • New Schools
  • Scope Capacity Opening and Final Capacity
  • Grade configuration potential impact on other
    schools
  • Site Readiness size, servicing, access, zoning
    (checklist)
  • Partnership Opportunities Guide to
    Partnerships

8
(No Transcript)
9
Three-Year Capital Plans- Criteria Used in
Evaluating Projects
  • Capital projects are reviewed and prioritized by
    Capital Planning prior to being submitted to
    Alberta Infrastructure for technical analysis /
    review.
  • Projects identified in the Three-Year Capital
    Plans need sufficiently detailed information to
    allow CP staff to understand and support the
    requests and to communicate the need within the
    department, the ministry and the province.

10
Three-Year Capital Plans- Criteria Used in
Evaluating Projects
  • Education prioritizes project requests by first
    considering the priority assigned by the
    jurisdiction and then by giving consideration to
    the following
  • Health and Safety Potential impact on health
    and safety of occupants by not proceeding with
    the project.
  • Utilization Rates Utilization of existing
    facilities / alternatives?
  • Enrolment Projections Trends and subsequent
    school board plans for the accommodation of
    students.
  • Building Condition Facility audit scores.
  • Education Program Delivery How the project
    enhances student learning
  • Additional Information such as studies,
    regional plans, etc.

11
Three-Year Capital Plans- Categories of Capital
Projects
  • New / Expansion
  • construction of new school buildings or major
    additions to existing school buildings to
    accommodate growth in enrolment and new program
    requirements.
  • Modernization
  • renovation of a school building or portion of a
    school building to address physical obsolescence
    and/or improve functional adequacy and
    suitability for present and future educational
    programs.
  • Lease Support
  • no longer part of the Capital planning process,
    however, school jurisdictions may receive funding
    to lease appropriate facilities when other
    accommodation options are not available or
    practical to accommodate current enrolment.

12
Three-Year Capital Plans- Categories of Capital
Projects
  • Emergent Modular Classroom Program
  • to ease enrolment pressures in communities where
    school jurisdictions are experiencing high
    student enrolment growth and to provide
    flexibility to move the classrooms to where they
    are needed to accommodate students.
  • A separate call for modular classroom needs in
    November of each year to ensure new units can be
    in place in time for the following school year.

13
Core School Designs
  • In 2005, a stakeholder committee concluded that
    significant savings could be achieved by using
    core/modular schools in Alberta.
  • With this concept for schools, the permanent
    school core contains specialized classrooms,
    administration, gymnasium, washroom space and
    service rooms.
  • High quality modular classrooms are attached
    directly to the school core, and may be added or
    removed to accommodate changing enrollments.

14
Core School Design
Commencing in 2007, consultants were retained to
develop standard core designs, working with
Infrastructure, Education and stakeholder
committees. Core designs for K-6 and K-9
configurations were developed. In 2009, core
school designs were developed for the 5-9
configurations.
15
Core School Design
Government owns these designs and school
jurisdictions can use them and modify them as
required.
16
School Capital Manual
  • The 2013 School Capital Manual is available on
    the Alberta Education website
  • http//education.alberta.ca/admin/funding/schoolfa
    cilities.aspx
  • http//education.alberta.ca/department/ipr/capital
    planning/infrastructureresources.aspx
  • The School Capital Manual is a valuable reference
    for policy, procedures and standard information.
  • The Manual will help guide school jurisdictions
    in developing their Three-Year Capital Plans and
    implementing school capital projects.
  • For assistance in interpretation or for
    additional information, please contact your
    designated Capital Planning Senior Manager

17
School Capital Manual
  • The Manual was updated in October 2013.
  • Capital Planning is maintaining a current on-line
    Manual that includes access to current versions
    of electronic forms.
  • It is recommended that you use the online
    resources to ensure that you are working with the
    most recent policies and procedures. (e.g. How
    to submit your modular requests)
  • A summary of the major changes from the previous
    version is provided on the website each time a
    new version is posted.
  • We are always open to feedback on improvements.

18
Capital Planning Contacts
Strategic Planning Dale Box, Director 780-
415-5854 Executive Director Laura
Cameron 780- 427-0289
  • Capital Planning, North
  • Michael Ediger, Director
  • 780- 427-2083
  • Capital Planning, South
  • Avi Habinski, Director
  • 780- 427-2272

19
Capital Planning South Region
  • Medicine Hat Catholic Separate Regional Division
  • Medicine Hat School District
  • Palliser Regional Division
  • Prairie Land Regional Division
  • Prairie Rose School Division
  • Red Deer Catholic Regional Division
  • Red Deer Public School District
  • Rocky View School Division
  • Westwind School Division
  • Wild Rose School Division
  • Wolf Creek School Division
  • Greater Southern Public Francophone Education
    Region
  • Greater Southern Separate Catholic Francophone
    Education Region
  • Calgary Roman Catholic Separate School District
  • Calgary School District
  • Canadian Rockies Regional Division
  • Chinooks Edge School Division
  • Christ the Redeemer Catholic Separate Regional
    Division
  • Clearview School Division
  • Foothills School Division
  • Golden Hills School Division
  • Grasslands Regional Division
  • Holy Spirit Roman Catholic Separate Regional
    Division
  • Horizon School Division
  • Lethbridge School District
  • Livingstone Range School Division

20
Capital Planning North Region
  • Battle River Regional Division
  • Aspen View Regional Division
  • Black Gold Regional Division
  • Buffalo Trail Public Schools Regional Division
  • East Central Alberta Catholic Separate Schools
    Regional Division
  • Edmonton Catholic Separate School District
  • Edmonton School District
  • Elk Island Catholic Separate Regional Division
  • Elk Island Public Schools Regional Division
  • Evergreen Catholic Separate Regional Division
  • Fort McMurray Roman Catholic Separate School
    District
  • Fort McMurray Public School District
  • Fort Vermilion School Division
  • Grande Prairie Public School District
  • Grande Prairie Roman Catholic Separate School
    District
  • Grande Yellowhead Regional Division
  • Greater St. Albert Roman Catholic Separate School
    District
  • High Prairie School Division
  • Holy Family Catholic Regional Division
  • Living Waters Catholic Regional Division
  • Lloydminster Public School Division
  • Lloydminster Roman Catholic Separate School
    Division
  • Northern Gateway Regional Division
  • Northern Lights School Division
  • Northland School Division
  • Parkland School Division
  • Peace River School Division
  • Peace Wapiti School Division
  • Pembina Hills Regional Division
  • St. Albert Public School District
  • St. Paul Education Regional Division
  • St. Thomas Aquinas Roman Catholic Separate
    Regional Division
  • Sturgeon School Division
  • Wetaskiwin Regional Division
  • Greater North Central Francophone Education
    Region East Central Francophone Education Region
  • Northwest Francophone Education Region

21
Capital Project Implementation -Scope, Costs,
Schedule, Procurement
  • Details are available in the School Capital
    Manual and from your contacts at Education and
    Infrastructure on the following topics
  • Area Capacity and Utilization
  • Determining School Capacity and Utilization
  • School Size Tables
  • Provincial Costing Methodology Project Support
  • CPMP Templates for sizing and costing Schools
  • Design and Construction Standards for Schools
  • Construction Contracts
  • Tendering Requirements

22
Area Capacity and Utilization Reports
  • A new Instructional Area formula has been
    implemented this year
  • Infrastructure keeps inventory of areasoriginal
    school additions, modulars etc. lease space
    exemptions
  • We require your help in ensuring that these
    records are accurate please review data
    carefully before signing off as this information
    does have an effect on your IMR funding.
  • These reports are one of several tools used by
    Education, Infrastructure and school
    jurisdictions for planning and to help identify
    when additional capacity may be needed to address
    increasing populations.
  • A school is considered to be at full capacity
    when the utilization rate is 100 however, a
    utilization rate of 85 flags a school for closer
    evaluation to determine enrolment trends and
    overall utilization in the surrounding area.

23
Costing Methodology Project Support Costs
  • New Space Expansion
  • Enrolment (projected enrolment as supported by
    Alberta Education) is used to determine capacity
    and establish the Gross Area for a new school or
    expansion project
  • Current Construction Support Rates ( per square
    metre) are based upon analysis of cost models and
    current tenders by Alberta Infrastructure. The
    rates are updated annually.
  • Geographic Location Factors, established for
    various locations in Alberta, are also applied to
    costing
  • Constant Gross Area X Support Rate x
    Location Factor
  • Support for consultant fees, project expenses,
    furniture and equipment and non-refundable GST is
    also provided. Refer to the School Capital
    Manual Appendix B for applicable percentages for
    these soft costs.
  • At the time of project approval, anticipated
    Escalation over the design and construction
    schedule is incorporated into project costs.

24
Templates Cost Planning Monitoring Program
  • New Space Expansion
  • Alberta Infrastructure uses CPMP templates to
    establish project support for project approvals.
    The templates can also be used to size schools
    (size tables are embedded).
  • When the approved capacity, grade configuration,
    gross area, location and project schedule are
    established, the templates generate associated
    construction costs, soft costs and escalation for
    the approved Total Project Cost .
  • Modernization and Demolition
  • CPMP templates are also used to forecast costs of
    minor, medium and major modernization work based
    upon area as well as building demolition costs
    for right sizing or replacement.
  • When Value Scoping or feasibility costing is done
    prior to approval of a major modernization, more
    detailed cost information can also be entered
    into the template and updated for escalation.

25
Infrastructure Maintenance and Renewal Program
(IMR)
  • Each year school jurisdictions are provided with
    funding for the maintenance of school buildings
    (e.g. 100 million for 2014/2015). This IMR
    funding may only be spent for approved purposes.
    (see section 7 of the School Capital Manual for
    details of how the allocation is calculated and
    the types of expenditures allowed)
  • Funding is intended to be used to ensure the
    health and safety of staff and students, ensure
    the facility meets all regulatory requirements,
    replace failed building components, prolong the
    life of the facility through planned, proactive
    replacement of major components and to meet
    facility requirements of students with special
    needs.
  • Funding can also be used to replace or upgrade
    building components to improve energy
    conservation and to upgrade educational areas to
    meet program requirements.
  • There are thresholds that require advanced
    approval, so please refer to the manual for those
    details.

26
Infrastructure Maintenance and Renewal Program
(IMR)
  • The first installment of the IMR payment is 50
    of the annual allocation and flows in September
    of each year, provided all reporting requirements
    from the previous year have been met. (See Part 7
    of the Funding Manual for School Authorities)
  • The IMR Statement of Actual Expenditures for the
    previous school year must be sent to
    Education/Infrastructure by December 3.
  • The second installment is the final 50 of the
    annual allocation and is scheduled to flow in
    April. Since the final 50 is contingent upon
    the receipt and approval of the IMR Statement of
    Actual Expenditures delays in submitting the
    paperwork may result in your second installment
    being delayed.

27
IMR - Calculation
  • The following factors are used to calculate your
    IMR grant
  • FTE Enrolment (50)
  • Area of schools in active use for instruction
    (24)
  • Weighted Age of facilities (24)
  • Other factors, i.e. GST (2)
  • The detailed formula is found in the SCM

28
Disposition of Property - Process
  • In December 2010, the disposition of property
    became the responsibility of the Minister of
    Education (Disposition of Property Regulation
    AR181/2010)
  • This process is for the disposition of all real
    property land or buildings under the
    jurisdictions responsibility.
  • The process includes two distinct phases
  • Initial notification of the boards intent to
    seek disposal of a property, and
  • Final submission and approval of the disposition.
  • The initial notification is to Education and
    allows for the exploration of alternative
    government uses for the property (including but
    not limited to educational uses)

29
Disposition of Property - Process
  • If no other government use is identified, the
    jurisdiction will be instructed to proceed with
    stage two of the disposition request and the
    board will be notified of the proportion of the
    proceeds that are restricted for school
    construction only.
  • Each instance where there is government interest
    in a property will be dealt with on a case by
    case basis.
  • A new draft Regulation under the new Education
    Act is posted online for comment. It could come
    into effect in September.
  • For additional information, contact your
    respective Education Manager in Capital Planning.

30
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Title: Alberta Education/ ASBOA BOOTCAMP 101


1
Alberta Education/ ASBOABOOTCAMP 101
  • Presentation by
  • Robert Craig, Senior Manager, Capital Planning
    North
  • Robert.craig_at_gov.ab.ca
  • January 9, 2015

2
Presentation Outline
  • Introductions
  • Roles Responsibilities of Education and
    Infrastructure
  • Capital Project Planning - Submission of
    Three-Year Capital Plans
  • Capital Planning
  • School Capital Manual
  • Infrastructure Maintenance and Renewal (IMR)
  • Disposition of Property
  • Capital Announcements and Timing
  • Questions

3
Education and Infrastructure A Team Approach
  • Infrastructure
  • Provides technical advice on existing facilities
    and new construction projects.
  • Provides cost estimates to Education.
  • Monitors / manages school construction projects
    from the design to the completion stage.
  • Annual school facility condition audits and
    reporting of performance measures
  • Education
  • Responsibility for all Capital funding for
    schools POM, IMR and all approved capital
    projects.
  • Reviews three-year capital plans to develop
    provincial priorities for capital projects.
  • Policy development
  • First point of contact for school boards on all
    matters related to school infrastructure.

4
Governments Commitment
  • Government is committed to ensuring that all
    students are educated in safe and well-maintained
    school facilities.
  • Collaboration with stakeholders is critical to
    success in ensuring students have equity of
    access to quality learning environments.

5
Mission and Vision
  • Our Mission Create the best possible school
    facilities through collaboration with school
    jurisdictions and communities
  • Our Vision Alberta is a recognized leader in
    creating educationally effective and well
    maintained school facilities that inspire and are
    accessible to all students and communities

6
Annual Three-Year Capital Plans
  • Each year school boards are required to update
    their Three-Year Capital Plan and submit it to
    Alberta Education for funding consideration.
  • The Three-Year Capital Plan must be submitted by
    April 1 using the WAP Web Access Program.
    Training and passwords are available from Alberta
    Infrastructure.
  • The web submission is used as the primary source
    of information when the project is considered for
    funding. Providing clear information and
    supporting documentation allows your Education
    Manager to adequately assess the need and
    advocate on your behalf.

7
Developing Your Capital Plan Important
Considerations
  • Modernizations
  • Facility Condition Audit how old is the audit?
    High priority Modernization requests should have
    recent audits.
  • Program Delivery challenges What is the
    schools focus? What are the impediments to
    effective program delivery?
  • Replacement? Is the cost of modernizing the
    school gt 75 of R.V.?
  • New Schools
  • Scope Capacity Opening and Final Capacity
  • Grade configuration potential impact on other
    schools
  • Site Readiness size, servicing, access, zoning
    (checklist)
  • Partnership Opportunities Guide to
    Partnerships

8
(No Transcript)
9
Three-Year Capital Plans- Criteria Used in
Evaluating Projects
  • Capital projects are reviewed and prioritized by
    Capital Planning prior to being submitted to
    Alberta Infrastructure for technical analysis /
    review.
  • Projects identified in the Three-Year Capital
    Plans need sufficiently detailed information to
    allow CP staff to understand and support the
    requests and to communicate the need within the
    department, the ministry and the province.

10
Three-Year Capital Plans- Criteria Used in
Evaluating Projects
  • Education prioritizes project requests by first
    considering the priority assigned by the
    jurisdiction and then by giving consideration to
    the following
  • Health and Safety Potential impact on health
    and safety of occupants by not proceeding with
    the project.
  • Utilization Rates Utilization of existing
    facilities / alternatives?
  • Enrolment Projections Trends and subsequent
    school board plans for the accommodation of
    students.
  • Building Condition Facility audit scores.
  • Education Program Delivery How the project
    enhances student learning
  • Additional Information such as studies,
    regional plans, etc.

11
Three-Year Capital Plans- Categories of Capital
Projects
  • New / Expansion
  • construction of new school buildings or major
    additions to existing school buildings to
    accommodate growth in enrolment and new program
    requirements.
  • Modernization
  • renovation of a school building or portion of a
    school building to address physical obsolescence
    and/or improve functional adequacy and
    suitability for present and future educational
    programs.
  • Lease Support
  • no longer part of the Capital planning process,
    however, school jurisdictions may receive funding
    to lease appropriate facilities when other
    accommodation options are not available or
    practical to accommodate current enrolment.

12
Three-Year Capital Plans- Categories of Capital
Projects
  • Emergent Modular Classroom Program
  • to ease enrolment pressures in communities where
    school jurisdictions are experiencing high
    student enrolment growth and to provide
    flexibility to move the classrooms to where they
    are needed to accommodate students.
  • A separate call for modular classroom needs in
    November of each year to ensure new units can be
    in place in time for the following school year.

13
Core School Designs
  • In 2005, a stakeholder committee concluded that
    significant savings could be achieved by using
    core/modular schools in Alberta.
  • With this concept for schools, the permanent
    school core contains specialized classrooms,
    administration, gymnasium, washroom space and
    service rooms.
  • High quality modular classrooms are attached
    directly to the school core, and may be added or
    removed to accommodate changing enrollments.

14
Core School Design
Commencing in 2007, consultants were retained to
develop standard core designs, working with
Infrastructure, Education and stakeholder
committees. Core designs for K-6 and K-9
configurations were developed. In 2009, core
school designs were developed for the 5-9
configurations.
15
Core School Design
Government owns these designs and school
jurisdictions can use them and modify them as
required.
16
School Capital Manual
  • The 2013 School Capital Manual is available on
    the Alberta Education website
  • http//education.alberta.ca/admin/funding/schoolfa
    cilities.aspx
  • http//education.alberta.ca/department/ipr/capital
    planning/infrastructureresources.aspx
  • The School Capital Manual is a valuable reference
    for policy, procedures and standard information.
  • The Manual will help guide school jurisdictions
    in developing their Three-Year Capital Plans and
    implementing school capital projects.
  • For assistance in interpretation or for
    additional information, please contact your
    designated Capital Planning Senior Manager

17
School Capital Manual
  • The Manual was updated in October 2013.
  • Capital Planning is maintaining a current on-line
    Manual that includes access to current versions
    of electronic forms.
  • It is recommended that you use the online
    resources to ensure that you are working with the
    most recent policies and procedures. (e.g. How
    to submit your modular requests)
  • A summary of the major changes from the previous
    version is provided on the website each time a
    new version is posted.
  • We are always open to feedback on improvements.

18
Capital Planning Contacts
Strategic Planning Dale Box, Director 780-
415-5854 Executive Director Laura
Cameron 780- 427-0289
  • Capital Planning, North
  • Michael Ediger, Director
  • 780- 427-2083
  • Capital Planning, South
  • Avi Habinski, Director
  • 780- 427-2272

19
Capital Planning South Region
  • Medicine Hat Catholic Separate Regional Division
  • Medicine Hat School District
  • Palliser Regional Division
  • Prairie Land Regional Division
  • Prairie Rose School Division
  • Red Deer Catholic Regional Division
  • Red Deer Public School District
  • Rocky View School Division
  • Westwind School Division
  • Wild Rose School Division
  • Wolf Creek School Division
  • Greater Southern Public Francophone Education
    Region
  • Greater Southern Separate Catholic Francophone
    Education Region
  • Calgary Roman Catholic Separate School District
  • Calgary School District
  • Canadian Rockies Regional Division
  • Chinooks Edge School Division
  • Christ the Redeemer Catholic Separate Regional
    Division
  • Clearview School Division
  • Foothills School Division
  • Golden Hills School Division
  • Grasslands Regional Division
  • Holy Spirit Roman Catholic Separate Regional
    Division
  • Horizon School Division
  • Lethbridge School District
  • Livingstone Range School Division

20
Capital Planning North Region
  • Battle River Regional Division
  • Aspen View Regional Division
  • Black Gold Regional Division
  • Buffalo Trail Public Schools Regional Division
  • East Central Alberta Catholic Separate Schools
    Regional Division
  • Edmonton Catholic Separate School District
  • Edmonton School District
  • Elk Island Catholic Separate Regional Division
  • Elk Island Public Schools Regional Division
  • Evergreen Catholic Separate Regional Division
  • Fort McMurray Roman Catholic Separate School
    District
  • Fort McMurray Public School District
  • Fort Vermilion School Division
  • Grande Prairie Public School District
  • Grande Prairie Roman Catholic Separate School
    District
  • Grande Yellowhead Regional Division
  • Greater St. Albert Roman Catholic Separate School
    District
  • High Prairie School Division
  • Holy Family Catholic Regional Division
  • Living Waters Catholic Regional Division
  • Lloydminster Public School Division
  • Lloydminster Roman Catholic Separate School
    Division
  • Northern Gateway Regional Division
  • Northern Lights School Division
  • Northland School Division
  • Parkland School Division
  • Peace River School Division
  • Peace Wapiti School Division
  • Pembina Hills Regional Division
  • St. Albert Public School District
  • St. Paul Education Regional Division
  • St. Thomas Aquinas Roman Catholic Separate
    Regional Division
  • Sturgeon School Division
  • Wetaskiwin Regional Division
  • Greater North Central Francophone Education
    Region East Central Francophone Education Region
  • Northwest Francophone Education Region

21
Capital Project Implementation -Scope, Costs,
Schedule, Procurement
  • Details are available in the School Capital
    Manual and from your contacts at Education and
    Infrastructure on the following topics
  • Area Capacity and Utilization
  • Determining School Capacity and Utilization
  • School Size Tables
  • Provincial Costing Methodology Project Support
  • CPMP Templates for sizing and costing Schools
  • Design and Construction Standards for Schools
  • Construction Contracts
  • Tendering Requirements

22
Area Capacity and Utilization Reports
  • A new Instructional Area formula has been
    implemented this year
  • Infrastructure keeps inventory of areasoriginal
    school additions, modulars etc. lease space
    exemptions
  • We require your help in ensuring that these
    records are accurate please review data
    carefully before signing off as this information
    does have an effect on your IMR funding.
  • These reports are one of several tools used by
    Education, Infrastructure and school
    jurisdictions for planning and to help identify
    when additional capacity may be needed to address
    increasing populations.
  • A school is considered to be at full capacity
    when the utilization rate is 100 however, a
    utilization rate of 85 flags a school for closer
    evaluation to determine enrolment trends and
    overall utilization in the surrounding area.

23
Costing Methodology Project Support Costs
  • New Space Expansion
  • Enrolment (projected enrolment as supported by
    Alberta Education) is used to determine capacity
    and establish the Gross Area for a new school or
    expansion project
  • Current Construction Support Rates ( per square
    metre) are based upon analysis of cost models and
    current tenders by Alberta Infrastructure. The
    rates are updated annually.
  • Geographic Location Factors, established for
    various locations in Alberta, are also applied to
    costing
  • Constant Gross Area X Support Rate x
    Location Factor
  • Support for consultant fees, project expenses,
    furniture and equipment and non-refundable GST is
    also provided. Refer to the School Capital
    Manual Appendix B for applicable percentages for
    these soft costs.
  • At the time of project approval, anticipated
    Escalation over the design and construction
    schedule is incorporated into project costs.

24
Templates Cost Planning Monitoring Program
  • New Space Expansion
  • Alberta Infrastructure uses CPMP templates to
    establish project support for project approvals.
    The templates can also be used to size schools
    (size tables are embedded).
  • When the approved capacity, grade configuration,
    gross area, location and project schedule are
    established, the templates generate associated
    construction costs, soft costs and escalation for
    the approved Total Project Cost .
  • Modernization and Demolition
  • CPMP templates are also used to forecast costs of
    minor, medium and major modernization work based
    upon area as well as building demolition costs
    for right sizing or replacement.
  • When Value Scoping or feasibility costing is done
    prior to approval of a major modernization, more
    detailed cost information can also be entered
    into the template and updated for escalation.

25
Infrastructure Maintenance and Renewal Program
(IMR)
  • Each year school jurisdictions are provided with
    funding for the maintenance of school buildings
    (e.g. 100 million for 2014/2015). This IMR
    funding may only be spent for approved purposes.
    (see section 7 of the School Capital Manual for
    details of how the allocation is calculated and
    the types of expenditures allowed)
  • Funding is intended to be used to ensure the
    health and safety of staff and students, ensure
    the facility meets all regulatory requirements,
    replace failed building components, prolong the
    life of the facility through planned, proactive
    replacement of major components and to meet
    facility requirements of students with special
    needs.
  • Funding can also be used to replace or upgrade
    building components to improve energy
    conservation and to upgrade educational areas to
    meet program requirements.
  • There are thresholds that require advanced
    approval, so please refer to the manual for those
    details.

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Infrastructure Maintenance and Renewal Program
(IMR)
  • The first installment of the IMR payment is 50
    of the annual allocation and flows in September
    of each year, provided all reporting requirements
    from the previous year have been met. (See Part 7
    of the Funding Manual for School Authorities)
  • The IMR Statement of Actual Expenditures for the
    previous school year must be sent to
    Education/Infrastructure by December 3.
  • The second installment is the final 50 of the
    annual allocation and is scheduled to flow in
    April. Since the final 50 is contingent upon
    the receipt and approval of the IMR Statement of
    Actual Expenditures delays in submitting the
    paperwork may result in your second installment
    being delayed.

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IMR - Calculation
  • The following factors are used to calculate your
    IMR grant
  • FTE Enrolment (50)
  • Area of schools in active use for instruction
    (24)
  • Weighted Age of facilities (24)
  • Other factors, i.e. GST (2)
  • The detailed formula is found in the SCM

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Disposition of Property - Process
  • In December 2010, the disposition of property
    became the responsibility of the Minister of
    Education (Disposition of Property Regulation
    AR181/2010)
  • This process is for the disposition of all real
    property land or buildings under the
    jurisdictions responsibility.
  • The process includes two distinct phases
  • Initial notification of the boards intent to
    seek disposal of a property, and
  • Final submission and approval of the disposition.
  • The initial notification is to Education and
    allows for the exploration of alternative
    government uses for the property (including but
    not limited to educational uses)

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Disposition of Property - Process
  • If no other government use is identified, the
    jurisdiction will be instructed to proceed with
    stage two of the disposition request and the
    board will be notified of the proportion of the
    proceeds that are restricted for school
    construction only.
  • Each instance where there is government interest
    in a property will be dealt with on a case by
    case basis.
  • A new draft Regulation under the new Education
    Act is posted online for comment. It could come
    into effect in September.
  • For additional information, contact your
    respective Education Manager in Capital Planning.

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