A complete application is an essential element in the process of receiving a preliminary apportionment for the district’s project. Th e information provided is the basis for determining the apportionment amounts that the district will receive. All applications must be based on a previous SFP new construction eligibil- ity approval or must have the eligibility application as a part of the package (see Section 4, “Application for Eligibility”). Please note district’s requesting fi nancial hardship assistance must receive that status prior to fi ling an application (see Section 10, “Financial Hardship”). Th e Form SAB 50-08 serves as a vehicle for dis- tricts to request a preliminary apportionment for a new construction project. Th e form provides the OPSC with the general project information to determine the future new construction adjusted grant; the grade level of the project, the number of SFP and source school Qualifying Pupils the project will serve, whether or not a site is to be acquired, and if any supplemental grants are requested. To complete the Form SAB 50- 08 the district representative will need some or all of the following information.
»Appraisal, Preliminary Appraisal, or Median Cost valuation of the property to be acquired.
»Relocation and Department of Toxic Substances Control cost documents.
»Cost Estimate for site development and approved site development and off -site plans (to substantiate actual or historical cost submittals).
»A copy of the certifi ed CDE Source School List pages or CDE Source School certifi cation letter.
»Copy of the latest information for the Source School(s) submitted approximately October 15th of each year to the California Department of Education to complete the California Basic Educational Data System (CBEDS). For additional detail, please review the General and Specifi c instructions on the Form SAB 50-08 and the Application Submittal Requirements available on the OPSC website.
Preliminary Apportionment Components
A COS preliminary apportionment is intended to provide the estimated future State’s share for all neces- sary project costs including site acquisition, site development and supplemental allowances. A district may request a preliminary apportionment for the following:
»COS Pupil Grants (New Construction Grant (per pupil) plus the increase for Fire Code requirements)
»Multi-level Classroom Construction
»Site Acquisition
»Site Development
»Project Increases
»Financial Hardship
Th e COS Pupil Grant is calculated by multiplying the SFP pupils assigned to the project by the per-pupil grants established in law and the increase for Fire Code requirements. Th e COS Pupil Grants are adjusted by the State Allocation Board (SAB) annually (each January) based on the change in the Class B Construc- tion Cost Index. Th e current COS grant amounts are as follows:
Current COS Grant Amounts
CLASSIFICATION COS PUPIL GRANTS CLASSIFICATION COS PUPIL GRANTS
Elementary $ 8,091 Special Day Class—Non-Severe $16,125
Middle School $ 8,560 Special Day Class—Severe $24,110
High School $10,896
If a district requests a preliminary apportionment that includes multi-level classroom construction, the New Construction Grant will be increased by 12 percent to reserve the maximum allowance.
Th e preliminary apportionment for the estimated site acquisition shall be determined by the submittal of an appraisal or preliminary appraisal, when available. Th e appraisal or preliminary appraisal should be made or updated no more than six months prior to the application submittal to the OPSC. In cases where a specifi c site has not been identifi ed for the project; the median cost of the consummated sales transactions within the general location area multiplied by the proposed net useable acreage to be acquired shall determine the property value reservation. Th e proposed acquisition acreage amount must be compatible with CDE standards; and, before determining the median cost, the information for recorded sale transactions should be expressed in a per acre amount. In addition the property value will be increased by four percent for title, escrow and survey fees and by one-half for hazardous material/waste removal and remediation cost. An allowance for estimated relocation and DTSC costs may be requested, this will be based on either the State’s default allowance of 21 percent of the property value, actual, or historical cost information. If the request for a preliminary apportionment includes estimated site development costs, the allowance shall be determined based upon either the State’s default amount of 70,000 per proposed net useable acre, actual, or historical cost. Th e estimated site development cost shall be the amount for anticipated service- site, off -site and/or utilities for the project.
A district may request estimated excessive hardship costs for Geographic Location, Small New School or Urban Location, Security Requirements and Impacted Site.
If the district has a valid fi nancial hardship status for the COS project, the estimated State share amount shall be doubled to provide a reservation for the estimated district’s matching share assistance. When the fi nancial hardship review has determined that the district has contribution amounts, the preliminary apportionment amount will be reduced by that amount. However, before the preliminary apportionment is converted to a fi nal apportionment, the district must re-qualify fi nancial hardship status to determine its eligibility and contribution amount.
7: Critically Overcrowded School Facilities
Apportionment Conversion
Converting a preliminary apportionment to a fi nal apportionment request includes an Application for
Funding (Form SAB 50-04) and all other documentation required for a complete new construction adjusted
grant application under the SFP provisions (see Section 5, “New Construction Funding”). In addition, the pupils requested on the Form SAB 50-04 must be no less than 75 percent of and cannot exceed the number of pupils requested on the Form SAB 50-08. When a district converts the preliminary apportionment to a fi nal apportionment the project must still be supported by SFP new construction eligibility; however, the Source School(s) Qualifying Pupil eligibility will not be re-evaluated. If the project is not currently supported by SFP new construction eligibility, Assembly Bills 2950 (Chapter 898, Statutes 2004) and 491 (Chapter 710, Statutes 2005) provide for an “alternative eligibility method”, such as current enrollment, current residency data or a projection of residency data to justify the project. A school district requesting fi nancial hardship status must qualify for that status and have all Capital Project Fund monies analyzed to determine if the school district is able to contribute toward its project.