Capital Outlay Requirements - General Provisions - CA Education

Section § 67500

This section allows the California State University, community colleges, and the University of California to get reimbursed by the state for spending on early planning and drawings for a construction project. There are a few conditions: the project must have been approved in a budget or law before the plans and drawings started; the Legislature needs to allocate money for the reimbursement; and all spending rules and procedures must be followed. The idea is to help projects finish sooner by letting these institutes start planning early.

The California State University, any community college district, and the University of California may be reimbursed by the state for expenditures made for preliminary plans and working drawings for a capital outlay project, if all of the following conditions are met:

(a) The project was authorized in a budget act or other statute before the preliminary plans and working drawings were prepared.

(b) Funds for the reimbursement are appropriated by the Legislature.

(c) All other applicable procedures were followed by the California State University, the community college district, or the University of California in expending the funds. The advance of funds by the California State University, a community college district, or the University of California, for preliminary plans and working drawings, shall be made to promote early completion of a capital outlay project authorized by the Legislature.

reimbursement capital outlay project preliminary plans working drawings budget act state funding Legislative appropriation California State University community colleges University of California early completion construction planning funds advance project authorization

(Amended by Stats. 1995, Ch. 758, Sec. 57. Effective January 1, 1996.)

Section § 67501

This section mandates that both the University of California and the California State University must submit a detailed five-year capital outlay plan to the Legislature each year, detailing proposed building projects for each campus, their costs, and their priorities. These plans should also take into account the needs of current and future student enrollments and how projects may serve different educational segments.

The California Community Colleges Chancellor's office is required to do the same, making sure to include enrollment projections, cost estimates, project priorities, and how unmet needs are calculated. The goal is to ensure any shared facilities between educational institutions are considered.

All plans need annual updates to reflect changes, and just because a project is included doesn’t mean it will definitely happen. It's more of a flexible guide reflecting year-by-year shifts and priorities for facilities like classrooms and laboratories.

(a) The University of California may, and the California State University shall, submit to the Legislature on or before November 30 of each year a comprehensive five-year capital outlay plan that includes, but is not limited to, all of the following information:

(1) State and nonstate projects proposed for each campus in each year of the plan, including a discussion of the programmatic bases for each project.

(2) An explanation of how each project contributes to accommodating needs associated with current or projected enrollments of graduate and undergraduate students, and other needs, and the rough estimates of the costs of meeting those needs.

(3) The estimated costs of each project, showing the schedule for when these funds will be needed, including a schedule of annual funding needs beyond the five years for those projects for which completion exceeds the timeframe of the plan and the relative priority on a campus and statewide basis.

(4) An explanation of how the plan addresses the Legislature’s intent that the universities annually consider, as part of their annual capital outlay planning process, the inclusion of facilities that may be used by more than one segment of public higher education (intersegmental).

(5) Description and costs of activities that take place within the plan’s timeframe related to the planning or establishment of new campuses.

(b) The California Community Colleges Chancellor’s office shall prepare a five-year capital outlay plan identifying the statewide needs and priorities of the California Community Colleges. This plan shall be submitted to the Legislature on or before November 30 of each year. It is the intent of the Legislature not to consider any community college capital outlay project that is not included in the statewide five-year plan submitted to the Legislature. The five-year capital outlay plan shall include, but not be limited to, all of the following information:

(1) Enrollment projections for each community college district.

(2) Projects proposed for each campus in each year of the plan.

(3) The estimated costs of each project, showing the schedule for when these funds will be needed and the relative priority on a statewide basis.

(4) An explanation of the Chancellor’s office priorities and methodology for selecting projects for state capital outlay funding.

(5) An explanation of the Chancellor’s office methodology for calculating unmet capital outlay needs for the community college system.

(6) An explanation of how the plan addresses the Legislature’s intent that the community colleges annually consider, as part of their annual capital outlay planning process, the inclusion of facilities that may be used by more than one segment of public higher education (intersegmental).

(c) The plans for the University of California, the California State University, and the California Community Colleges shall be updated annually, taking into consideration evolving circumstances in the planning process of the institutions. The Legislature recognizes that the annual plan is a flexible, working document subject to the evolutionary change inherent in the planning process. The plan shall be designed to reflect project data changes on a year-to-year basis, and the inclusion of a project in the plan does not guarantee its viability. It is further the intent of the Legislature that the project planning guides or capital outlay budget change proposals submitted for each state-funded project proposed for inclusion in the first year of the plan specify both of the following:

(1) How each project meets needs for different types of space, including, but not limited to, classrooms, teaching laboratories, research laboratories, and faculty offices.

(2) The direct and indirect project costs associated with the different types of space.

capital outlay plan university projects state funding needs community college planning campus projects project costs enrollment projections intersegmental facilities statewide priorities Chancellor's office project priorities annual updates project planning guides budget change proposals educational facilities

(Added by Stats. 2009, Ch. 386, Sec. 10. (AB 1182) Effective January 1, 2010.)

Section § 67502

Each year, by November 1, both the University of California and the California State University systems must provide reports detailing their instructional and research space. These reports go to the Joint Legislative Budget Committee and the Department of Finance.

They include campus-specific data showing current available space such as classrooms and offices, along with projections for the next seven years. This helps understand how space is being used and what will be needed, linking the available space to student enrollments and faculty numbers.

(a) On or before November 1 of each year, the Regents of the University of California are requested to provide to the Joint Legislative Budget Committee and the Department of Finance a summary of all instructional and research space in the university system. The summary shall consist of campus-by-campus data indicating existing space available to each department of instruction and research, including a seven-year projection of space needs for departments of instruction and research. The data shall include, but not be limited to, classrooms, upper and lower division class laboratories, teaching assistant offices, and faculty offices. The summary shall correlate assignable square foot capacities to full-time equivalent student enrollments and faculty positions for both existing space and projected space needs.

(b) On or before November 1 of each year, the California State University shall provide to the Joint Legislative Budget Committee and the Department of Finance a summary of all instructional and faculty office space in the university system. The summary shall consist of campus-by-campus data indicating existing instructional space available including a seven-year projection of space needs for instruction and faculty offices. The data shall include, but not be limited to, classrooms, upper and lower division class laboratories, teaching assistant offices, and faculty offices. The summary shall correlate assignable square foot capacities to full-time equivalent student enrollments and faculty positions for both existing space and projected space needs.

instructional space summary research space projection campus-specific data classroom availability office space needs full-time equivalent students faculty positions space utilization seven-year projection University of California California State University Joint Legislative Budget Committee Department of Finance teaching assistant offices assignable square foot capacities

(Added by Stats. 2009, Ch. 386, Sec. 11. (AB 1182) Effective January 1, 2010.)

Section § 67503

This law asks the University of California and requires the California State University to report how they are using classrooms and labs every two years. They need to specify details like the number of rooms, student contact hours, and station usage per campus. Similarly, the Chancellor's Office of California Community Colleges must do the same for each college. Their reports should cover not just how many rooms and stations there are, but also how much they are used compared to the standard usage expectations.

(a) On or before November 1, 2010, and at least biennially thereafter, the University of California is requested to, and the California State University shall, report on the utilization of classrooms and teaching laboratories. The report shall include for each campus in their respective system the total number of rooms, number of stations, weekly student contact hours, and weekly station hours. The report shall also include the average weekly hours of station use and actual utilization as a percentage of the utilization standard.

(b) On or before November 1, 2010, and at least biennially thereafter, the Office of the Chancellor of the California Community Colleges shall report on the utilization of classrooms and teaching laboratories. The report shall include, for each college, the total number of rooms, number of stations, weekly student contact hours, average weekly student contact hours per station, and actual utilization as a percentage of the utilization standard.

classroom utilization teaching laboratories University of California California State University California Community Colleges campus report student contact hours station hours utilization standard biennial report chancellor's office room usage laboratory usage station use education institutions

(Added by Stats. 2009, Ch. 386, Sec. 12. (AB 1182) Effective January 1, 2010.)

Section § 67504

The California Legislature requires the University of California (UC) and California State University (CSU) systems to create Long Range Development Plans (LRDP) and Physical Master Plans, which include Environmental Impact Reports (EIR), for their campus development based on academic goals and enrollment projections. Both universities must submit summaries of these plans to the Joint Legislative Budget Committee and make them accessible online.

The law recognizes that campus growth might negatively affect surrounding environments and emphasizes that both UC and CSU must mitigate these off-campus impacts following the California Environmental Quality Act (CEQA). UC and CSU are required to report on the implementation of these mitigation measures from 2010 to 2012. These reports should include details on fair share payments to local agencies or other arrangements for mitigating off-campus impacts.

For CSU, it specifically mentions the precedent set by the City of Marina case, which involves making agreements with local agencies to address these impacts. The CSU is tasked with reporting the status of negotiations with local entities and steps taken to mitigate any significant, unavoidable off-campus impacts each year within the specified time frame.

(a)

(1) The Legislature finds and declares that based on academic goals and projected enrollment levels, each University of California campus and medical center periodically develops a Long Range Development Plan (LRDP) that guides its physical development, including land use designations, the location of buildings, and infrastructure systems, for an established time horizon.

(2) In order to ensure greater legislative oversight over the process used by the University of California to prepare and implement each plan, including the accompanying Environmental Impact Report (EIR), at the time draft LRDPs and draft LRDP EIRs are submitted for public review, the university is requested to provide the Legislature with summaries of the draft LRDPs and LRDP EIRs to the Joint Legislative Budget Committee. The summaries shall also be available on the university Internet Web site.

(b)

(1) The Legislature further finds and declares that the expansion of campus enrollment and facilities may negatively affect the surrounding environment. Consistent with the requirements of the California Environmental Quality Act (CEQA), it is the intent of the Legislature that the University of California sufficiently mitigate significant off-campus impacts related to campus growth and development.

(2) On or before March 1 of each year from 2010 to 2012, inclusive, the University of California is requested to report for each campus on the status of implementation, including the implementation dates where applicable, of mitigation measures for significant off-campus impacts identified consistent with the requirements of CEQA, including those that require fair share payments to local agencies. The report shall identify the status of fair share mitigation agreements with and payments to local agencies for mitigation of off-campus impacts that are required in certified EIRs. The report should also list any monetary or equivalent in-kind payments to local agencies made by the campuses for the mitigation of off-campus impacts that do not involve fair share language in CEQA documents and that have been implemented under other arrangements. For those significant off-campus impacts that have been triggered but have not been sufficiently mitigated, the university shall report on the additional steps that are being taken to reach a resolution.

(c)

(1) The Legislature finds and declares that each California State University campus periodically develops a physical master plan to guide the future development of their facilities, based on academic goals and projected student enrollment levels, for an established time horizon.

(2) In order to ensure greater legislative oversight over the process used by the California State University to prepare and implement each plan, including the accompanying Environmental Impact Report (EIR), at the time a draft physical master plan and the accompanying draft EIR are submitted for public review, the university shall provide summaries of these documents to the Joint Legislative Budget Committee. The summaries shall also be available on the university Internet Web site.

(d)

(1) The Legislature further finds and declares that the expansion of campus enrollment and facilities may negatively affect the surrounding environment. In view of the case City of Marina v. the Board of Trustees of the California State University (2006) 639 Cal.4th 341, it is the intent of the Legislature that the California State University take steps to reach agreements with local public agencies regarding the mitigation of off-campus impacts related to campus growth and development.

(2) On or before March 1 of each year from 2010 to 2012, inclusive, the California State University shall report by campus on the status of any negotiations with local agencies for mitigation measures for significant off-campus impacts identified consistent with the requirements of CEQA, including implementation dates where applicable. For each impact, this report shall identify whether an agreement has been reached with local agencies. The report shall also list any monetary and nonmonetary in-kind payments made by the campus for the mitigation of off-campus impacts identified as unavoidable in the certified EIRs. For those impacts for which there is no agreement, the university shall explain what steps were taken and if any additional steps will be taken to reach an agreement.

Long Range Development Plan Environmental Impact Report University of California California State University campus growth California Environmental Quality Act off-campus impacts mitigation measures Joint Legislative Budget Committee public review fair share payments local agencies City of Marina case physical master plan negotiation with local entities academic goals student enrollment projections

(Added by Stats. 2009, Ch. 386, Sec. 13. (AB 1182) Effective January 1, 2010.)