PlanCon prior to Act 70 of 2019 was authorized via a series of complimentary statutes and regulations. All new PlanCon applications received after July 1, 2021 will be fall under the reauthorized version, not the historical version.
PlanCon 1.0 predicated activities will still be occurring simultaneously with new PlanCon activities established via the reauthorized version of the law. Any projects approved via the old method must continue the reimbursement process via the 2071 reporting mechanism.
Project refinance actions and final construction reporting, completed respectively via the PlanCon Part K and Part J process, will not occur for projects following the reauthorized version of PlanCon, but will still need to be completed for projects approved under the old version.
- 2071 Directions (PDF)
Description of Old Parts & Directions
- Part A, Project Justification (PDF), provides the description of a proposed project and the justification of its need.
- Part B, Schematic Design (PDF), is a technical review conference of the conceptual drawings, site plan and educational specifications. The architect and a district administrator who is knowledgeable about the project and the educational program must be present at the schematic design conference.
- Part C, Site Acquisition (PDF), deals with the acquisition of land for school building projects or the purchase of a building for school or district administration office use. This part is completed only if land is acquired or a building is purchased as part of the scope of the project.
- Part D, Project Accounting Based on Estimates (PDF), is concerned with estimated project costs. In this part, various "tests" of a district's financial ability to make payments are performed, as required by Section 21.51 of the State Board of Education Regulations. This part also addresses the requirements for public hearings on school building projects, as required by Sections 7-701.1 and 7-731 of the Public School Code of 1949, as amended. PlanCon Part D also provides an estimate of state reimbursement.
- Part E, Design Development (PDF), is a conference to review the architectural aspects of a project when the design is fully developed. The architect and a district administrator must be present at this review conference.
- Part F, Construction Documents (PDF), is a conference to review the bid specifications and drawings for the project and documentation that other state and local agency requirements have been met or will be met before entering into construction contracts. Departmental approval of PlanCon Part F authorizes a district to receive bids and enter into construction contracts. The architect and a district administrator must be present at this review conference.
- Part G, Project Accounting Based on Bids (PDF), is concerned with actual construction bids. A project's eligibility for reimbursement is ultimately determined at PlanCon Part G.
- Part H, Project Financing (PDF), addresses the financing used for a project. Calculation of the temporary reimbursable percent for a project's financing occurs at PlanCon Part H. Once PlanCon Part H is approved, reimbursement on a project commences.
- Part I, Interim Reporting (PDF), provides for the reporting of change orders and/or supplemental contracts during construction.
- Part J, Project Accounting Based on Final Costs (PDF), is the final accounting for the project. The permanent reimbursable percent is calculated at PlanCon Part J.
- Part K, Project Refinancing (PDF), is used if a reimbursable bond issue is refunded, refinanced or restructured.
Laws, Regulations, Standards and Basic Education Circulars (BEC)
The following is a list pertain to the PlanCon process:
- Articles 7 and 25 of the Pennsylvania Public School Code of 1949;
- Chapter 21, School Buildings, of the State Board of Education Regulations;
- Chapter 349, School Building Standards, of the Department of Education Standards;
- BEC 24 P.S. § 25-2574, "Reimbursements for School Construction Bond Issues," provides information on state reimbursement for bond issues funding school construction projects; and
- BEC 24 P.S. § 7-733, "School Construction Reimbursement Criteria," contains the following requirements for reimbursable school construction projects:
- CURRENT STANDARDS - A condition of reimbursement is to bring the entire building up to prevailing educational and reasonably current construction standards;
- DISTRICT-WIDE FACILITY STUDY - A district-wide facility study for all district facilities must have been completed prior to the submission of PlanCon Part A and within two years of that date. Refer to Attachment C in the PlanCon Part A instructions for additional information on district-wide facility study requirements;
- WOOD CONSTRUCTION - For any project involving the renovation of a multi-storied building with a Department of Labor and Industry classification of wood frame or ordinary construction (i.e., interior framing is partially or wholly of wood), a district must describe the plans and methods designed to address the health and safety issues related to this type of construction;
- 20-YEAR RULE - Buildings may only qualify for school construction reimbursement every twenty years at a minimum unless a variance is requested and approved. To determine the applicability of the "20-year" rule on a project building, calculate the number of years from the bid opening date of the previous reimbursable project to the bid opening date of the planned project; and
- 20% RULE FOR ALTERATION COSTS - An alteration project may not be eligible for reimbursement where the costs for alterations are less than 20% of the project building's replacement value unless a variance is requested and approved. This rule does not apply to area vocational-technical schools (AVTSs) or to leased buildings.
A request for a variance from the departmental policies in BEC 24 P.S. § 7-733, except for the "20% Rule for Alteration Costs", must be submitted in the form of a resolution of the board of school directors. A request for a variance from the "20% Rule for Alteration Costs" may be submitted on the applicable PlanCon forms in PlanCon Parts A, D and G. Any request for variance must document the reasons why the variance should be granted.
Frequently Asked Questions
The Commonwealth provides reimbursement for school districts for the construction of new schools, additions to existing schools, and/or renovations or alterations to existing schools to meet current educational and construction standards. A condition of reimbursement is to bring the entire building up to current educational standards and reasonably current construction standards.
No. Only work on schools and district administration offices may qualify for state funding.
No. The Department makes no distinction.
The local board of directors determines "current standards" in light of code requirements (federal, state and local) and the district's educational program.
The determination of whether a renovation or alteration project is reimbursable is based on a mathematical calculation of replacement value, as per Basic Education Circular (BEC) 24 P.S. § 7-733.
No. 80% of school construction projects that are reimbursed by the Commonwealth involve work on existing buildings.
The Commonwealth provides the same level of base reimbursement for renovations or alterations as for new buildings. Based on the provisions of Act 46 of 2005, additional funding is available for certain types of projects. However, because renovations or alterations to an existing building are usually less expensive than new construction, the proportion of reimbursement generally is still usually greater for work on existing buildings than for new buildings.
School districts and the Commonwealth commit more than one billion dollars per year to school construction.
The current state appropriation equals approximately $330 million for FY 2009-2010.
State regulations require the Department of Education to approve projects so long as they comply with applicable laws, regulations and standards.
PlanCon, an acronym for Planning and Construction Workbook, is a set of forms and procedures used to apply for Commonwealth reimbursement. The forms are designed to: (1) document a local school district's planning process; (2) provide justification for a project to the public; (3) ascertain compliance with state laws, regulations and standards; and (4) establish the level of state participation in the cost of the project.
There are 11 parts to PlanCon. See Description of PlanCon for information on the individual parts.
No. Districts may work on different parts simultaneously. However, the PlanCon parts must be approved by the local school board and submitted in sequential order for all second, third and fourth class districts unless indicated otherwise in the PlanCon General Instructions.
In general, reimbursement for school construction projects is based on the capacity of a building, which can be justified by present or projected student enrollment. Classroom capacity is normally calculated on the basis of 25 students per regular classroom (other values are assigned to laboratories, gymnasiums, art rooms, music rooms, etc.). For example, if a district has a twenty classroom elementary building, we would normally consider the building to have a full-time equivalent capacity of 500 (20 x 25). The capacity in this example would have to be supported by current or projected enrollment. This capacity is then converted to rated pupil capacity. The term "rated pupil capacity" has no significance other than this is a method for calculating reimbursement. An elementary building with a full-time equivalent capacity of 500 is deemed to have a "rated pupil capacity" of 700 (conversion charts are available upon request). Reimbursement then is calculated on the lesser of (1) the product of the rated pupil capacity multiplied by a legislated per pupil dollar amount (24 P.S. Section 25-2574), or (2) structure costs plus architect's fee (maximum six percent) and essential movable fixtures and equipment. To the lesser of (1) or (2) above, additional funding for certain types of projects and specified eligible ancillary costs are added. The reimbursable project amount is then divided by the total project costs to determine a reimbursable percentage. A one-half percentage point reduction in the reimbursable percentage is made until Plancon Part J, Project Accounting Based on Final Costs, for the project is reviewed and approved by the Department. This percent is multiplied by the school district's bond issue (principal and interest payments) to determine the level of Commonwealth participation in the cost of the project. The Commonwealth's share is then multiplied by a measure of a district's wealth, i.e., Market Value Aid Ratio (MVAR) or Capital Account Reimbursement Fraction (CARF), (or in some cases, a "Density Factor" of 50 percent) whichever is greater to determine the net state subsidy. Click on detailed examples to link to reimbursement examples for a new elementary school and additions and alterations to an existing high school.
No. An average or a median reimbursable percent is not published since each project building stands on its own and the factors affecting the calculation of the reimbursable percent may greatly vary from one project to another.
Reimbursement starts after the project has been bid, and the bids and project financing have been approved by the Department.
The architect and a district administrator who is knowledgeable about the project and the educational program must be present at the architectural review conferences.
Board members are welcome to attend. However, citizens may only attend if invited by the school district.
Usually, reviews can be scheduled within two weeks of calling for an appointment. The one exception would be during the spring when many districts are trying to schedule reviews and bid projects so that construction can start in May or June. Division staff will work with districts and their architects to meet design and construction timelines without any adverse impact.
22 Pa. Code 349.5 establishes the standards for building space allocation for elementary and secondary schools. For an elementary school, the space allocated should approximate 58 square feet for each student in approved full-time equivalent project enrollment. For a secondary school, the space allocated should approximate 78 square feet for each full-time equivalent student. A departure of 10% or more from these standards requires justification for any reimbursable project approved by the Department. To receive reimbursable capacity under current Departmental procedures, classrooms must be 660 square feet or larger, industrial arts shops and tech ed rooms must be at least 1,800 square feet, auxiliary gyms must be 2,500 square feet or larger, and full-size gyms must be at least 6,500 square feet.
No. The PDE acreage allowances are used solely to calculate state reimbursement for any property to be acquired as part of a PlanCon project. The actual amount of land needed to support a district's educational and athletic programs, as well as the local community, must be determined by the local school board.