1. The Concurrency Process & Concurrency Service Areas School Board Workshop April 27, 2010

2. Concurrency – the process by which a Local Government assures that necessary public facilities and services are provided consistent with the adopted Level of Service standards when the impacts of development occur, or at such other time as allowed by statute. FISH – the Florida Inventory of School Houses, an official inventory report (1013.31 F.S.) of all District owned facilities. COFTE – Capital Outlay Full Time Equivalent is a measure of student enrollment developed by the FLDOE 2 Concurrency Terms Review

3. Level of Service (LOS) = COFTE ÷ permanent FISH capacity Level of Service Standard (LOSS) = 110% of permanent FISH capacity at all grade levels School capacity - permanent FISH capacity; includes modulars, but not portables Available capacity = 110% permanent FISH capacity (level of service standard) – (COFTE + reserved capacity) + (capacity planned for construction within the first 3 years of the CIP) 3

4. Concurrency has been implemented at the Local Governments Concurrency Process - Step 1 The available capacity is established districtwide annually based on: –the adopted level of service standard –the permanent FISH capacity –COFTE forecasts –the number of seats reserved for proposed development at final plat –and the projects in the first three years of the Capital Budget. This data is reflected in the Concurrency Management Summary. Osceola County July 29, 2009 City of Kissimmee September 1, 2009 City of St. Cloud July 31, 2009 4

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6. Functional Capacity vs. FISH Capacity 6 ELEMENTARY SCHOOLS Permanent Student Stations March 2010 FISH Report) Permanent Capacity March 2010 FISH Report) Functional Capacity (FISH x Utilization Factor) October 15, 2009 Enrollment Available Permanent Capacity Available Functional Capacity Projected FTE 2010-11 Available Permanent Capacity Available Functional Capacity TOTALS22574 184911800432944871787946951620 2009-10 SY Available FISH Capacity 3294 2010-11 SY Available FISH Capacity 4695 Available Functional Capacity 487 Available Functional Capacity 1620

7. Functional Capacity vs. FISH Capacity 7 COMBINATION & MIDDLE SCHOOLS Permanent Student Stations March 2010 FISH Report) Permanent Capacity March 20 10 FISH Report) Functional Capacity (FISH x Utilization Factor x SREF Factor) October 15, 2009 Enrollment Available Permanent Capacity Available Functional Capacity Projected FTE 2010-11 Available Permanent Capacity Available Functional Capacity TOTALS160671446013569130851375484132531207316 2009-10 SY Available FISH Capacity 1375 2010-11 SY Available FISH Capacity 1207 Available Functional Capacity 484 Available Functional Capacity 316

8. Functional Capacity vs. FISH Capacity 8 HIGH SCHOOLS Permanent Student Stations March 2010 FISH Report) Permanent Capacity March 20 10 FISH Report) Functional Capacity (FISH x Utilization Factor x SREF Factor) October 15, 2009 Enrollment Available Permanent Capacity Available Functional Capacity Projected FTE 2010-11 Available Permanent Capacity Available Functional Capacity TOTALS13862130991303513913(815)(878) 13,353220157 2009-10 SY Available FISH Capacity (815) 2010-11 SY Available FISH Capacity 220 Available Functional Capacity (878) Available Functional Capacity 157

9. Functional Capacity vs. FISH Capacity 9 2009-10 SY ALL SCHOOLS Available FISH Capacity 3855 2010-11 SY ALL SCHOOLS Available FISH Capacity 6123 Available Functional Capacity 93 Available Functional Capacity 2093 All district facilities are not included in this analysis, some alternative programs and Bellalago Charter are not included.

10. Concurrency Process cont’d Capacity Review Applicants proposing residential development are required by the local governments to receive a Capacity Review from the District prior to approval of preliminary development approvals. This is a planning tool for the District as well as the applicant. One-Stop Permitting All jurisdictions have incorporated school concurrency into their development applications to facilitate the approval process for the applicant. Development Applications 10

11. Concurrency Process - Step 2 The County has included the District in the review process by giving staff access to the building permit database to submit comments in the preliminary stages of development review. District staff reviews all residential development applications for school capacity as they are submitted. 11

12. District staff responds to all applications electronically within the assigned due dates. A Statement/Determination is submitted to the jurisdiction and/or the applicant outlining the impacts to the schools affected, and the capacity available for the applicant’s project. When capacity is not available, mitigation options are outlined in the Statement/Determination. 12 Concurrency Process - Step 3

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14. Concurrency Process 14 Local Government Elected Officials Public Hearings Application approved, approved with conditions or denied Local Government Planning Agency Public Hearings Local Government staff presents applicants proposal for recommendation SDOC member comments when appropriate, no voting authority Technical Review Staff meeting at County & Cities Local Government staff meets with applicant to answer questions & respond to concerns SDOC staff attends meeting if proposal impacts District Developer Submits Application for Residential Development Local Government staff reviews & comments on proposal SDOC staff reviews & comments on proposal with capacity review statement

15. 15 Applications for preliminary development approval are submitted to local governments. School Capacity Reviews are optional but may be required by local government at the preliminary phase of approval. Available Capacity will be not be encumbered or reserved prior to the final development order application without a Developer’s Agreement. Land Use Changes Rezoning Preliminary Plats Planned Development Capacity encumbrance will be made permanent by SDOC at time final plat or functional equivalent is approved by local government. Certificate of Occupancies will be tracked throughout project for reservations. When a positive Capacity Determination is received by the local government, a concurrency certificate will be issued at time of final development order approval. If capacity is not available, the developer has the option to wait for available capacity, or enter into a mitigation agreement with the School District and the Local Government. If capacity is available, it will be encumbered for applicant's project during final development order approval process of Local Government. An appeal process is available if applicant wishes to challenge accuracy of SDOC findings for Capacity Determination. Completed Concurrency application must be submitted to Local Government with Development Review application. SDOC will issue a Capacity Determination to the Local Government during Development Review processed. SDOC Determination based on final development order application School Capacity not available for project Applicant may phase development to available capacity Developer may wait for available capacity Applicant may enter into Proportionate Share Agreement School Capacity exists for project Positive Capacity Determination from SDOC Capacity encumbered by SDOC Concurrency Certificate issued SDOC encumbrance reserved until CO Development Review Applications – Local Governments Required Process for School Concurrency ______________ J _____________

16. Concurrency Process – Steps 4 Monitoring and Tracking - All applications are tracked in a database for planning and reporting purposes. When an application is at the final plat phase, capacity is encumbered (reserved) for the development and the certificates of occupancy (COs) are tracked annually. Applicants also have the option of reserving capacity at an earlier phase through a developer’s agreement. 16

17. Concurrency Management 17 Capacity Residential Tracking Chart Development Identification Project #Parcel ID#AcreageDevelopment Name CPA09-0002 01-25-30-0000-0003-0000 110 Boggy Creek Enclave Proposed Units Attendance Boundary Zone Students Generated Application Status SF MF MH 529 0 0 ES MS HS NCES NCMS HRHS ES MS HS 134 61 81 TRC/DRC PC/PB/PAB CC/BCC STATUS Date Date Date 07/08/09 08/06/09 06/15/09 Pending Phasing/Proposed Capacity (Planning)Proposed CSA # 2010 2011 2012 2013 2014 ES MS HS ES MS HS ES MS HS ES MS HS ES MS HS 0 0 0 0 0 0 0 0 0 0 0 0 134 61 81 #4 – Boggy Creek

18. Concurrency Process– cont’d All non-residential development applications are reviewed for school site impacts that may adversely affect existing and/or future schools and the students attending them. District staff members attend development review staff meetings to answer applicant or staff questions when applicable. District staff is also represented on each of the Local Governments’ Planning Boards. 18

19. Concurrency Process – cont’d The Interlocal Agreement (ILA) obliges the TWG to coordinate the monitoring, study, review and submitting of recommendations relative to the School Concurrency System. The Technical Working Group (TWG) meets weekly to discuss any and all planning issues related to school data, concurrency and new facilities. 19

20. 20 Concurrency Service Areas - CSAs The ILA states that all Parties have agreed to a districtwide CSA until May 1, 2013. Although - For the first 3 years of the implementation of concurrency, District staff must conduct quarterly tests of multiple CSAs. After which the Parties agree to review those results and then consider the feasibility of multiple CSAs and whether to recommend adoption. This testing will continue annually until the Parties agree to adopt multiple CSAs, but not later than May 1, 2013.

21. Concurrency Service Areas - CSAs When multiple concurrency service areas are established, the School Board is required by statute to maximize the capacity of schools. The ILA outlines the acceptable and unacceptable methods of implementing school concurrency. Any Party may propose a change to the CSA boundary and if agreed to, the ILA is amended. 21

22. 22 Criteria and considerations for proposed CSA boundaries are as follows: Natural geographic and physical boundaries Census tracts and Traffic Analysis Large developments or communities Development patterns Attendance boundaries and feeder patterns Adjacency to other CSAs with or without capacity Mixed Use Districts as defined by the Osceola County Comprehensive Plan CSA Delineation Review

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25. 25 The ILA lists 3 methods that are acceptable: –Capacity at new schools and permanent additions –Busing to schools with capacity (<50 min. each way) –Changing attendance boundaries for schools with capacity And 13 methods that are not acceptable for maximization of school capacity: –Block schedule changes to courses taken & credits earned –Busing to schools with capacity (>50 min. each way) –Changing school attendance boundaries inconsistent with equal education opportunities –Bussing past neighborhood school –Double sessions –Dual enrollment at community college –Dual enrollment at Fl Virtual School –Floating teachers –Graduation upon passing Grade 10 FCAT and completion of required courses –Portables (except for short-term use) –Program reduction or elimination –Repealing local policies that exceed state required 24 credits for HS graduation –Year-round school calendar Maximization of School Capacity