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May 17, 2014

PlanCon’s 11 parts

Part A: Project justification. Provides the description of a proposed project and the justification of its need.

Part B: Schematic design. 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. 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. 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. 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. 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. Concerned with actual construction bids. A project’s eligibility for reimbursement is ultimately determined at PlanCon Part G.

Part H: Project financing. 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 teporting. Provides for the reporting of change orders and/or supplemental contracts during construction.

Part J: Project accounting based on final costs. Final accounting for the project. The permanent reimbursable percent is calculated at PlanCon Part J.

Part K: Project refinancing, is used if a reimbursable bond issue is refunded, refinanced or restructured.

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