Seventh Edition - September 27, 2021
CHAPTERS
1. COMPREHENSIVE EDUCATIONAL FACILITIES PLANNING (CEFP) PROCEDURES
100. Comprehensive Educational Facilities Planning (CEFP) Development
101. Comprehensive Educational Facilities Planning (CEFP) Management
110. Annual Energy Usage Reporting Requirements
2. GRANTS, APPLICATIONS, AND FINANCE PROCEDURES
200. Grants Overview
201. School Construction Needs Grant Funds
202. Major Improvement Project (MIP) Grant Funds
203. Multi-County / Statewide Grant Funds
204. Emergency Funds
205. Distressed County Emergency Funds
206. School Access Safety Plan Funds
207. Economies of Scale Requirements and Waiver Guidelines
208. SBA Funding Formula Procedures
209. SBA Grant Contract Procedures
210. Requirements for Grants to Supplement Energy Performance Savings Contracts
3. EDUCATIONAL PLANNING AND ARCHITECTURAL CONSIDERATIONS
300. Project Development Requirements
301. SBA Educational Specifications Requirements
302. Architectural, Engineering, and Design Requirements
303. Duties and Responsibilities of the Clerk-of-the-Works
304. Professional Services of the Construction Analyst
305. Professional Services of the Construction Manager
4. BIDDING AND CONSTRUCTION PROCEDURES
400. Bidding Requirements and Procedures
401. Construction Requirements and Procedures
410. SBA Construction Schedule Requirements SBA Section 410.pdf
5. PROJECT CLOSEOUT AND COMPLETION PROCEDURES
500. Project Closeout Procedures
501. Evaluation Criteria for Architects / Engineers, Contractors, and Construction Managers
502. SBA Grant Closeout Procedures
APPENDIX OF FORMS
1. FORMS TO SUPPLEMENT COMPREHENSIVE EDUCATIONAL FACILITIES PLANNING (CEFP) PROCEDURES
Form 100-A – Evaluation Instrument – Previous Ten-Year CEFP SBA 100-A
Form 100-B – Facility Evaluation Worksheets SBA 100-B
- Spaces Evaluation & School Improvement Cost Summary
- Early & Elementary School Education (PreK-5)
- Middle School Education (6-8)
- High School Education (9-12)
Form 100-C – CEFP Progress Report SBA 100-C
Form 100-D – Translating Educational Needs Into Facility Needs: County Review SBA 100-D
Form 100-E – Translating Educational Needs Into Facility Needs: Building Review SBA 100-E
Form 100-F – Translating Educational Needs into Facility Needs: Plan Overview SBA 100-F
Form 100-G – Major Improvement Plan SBA 100-G
Form 100-H – Abandoned Schools Report SBA 100-H
Form 100-I – CEFP Executive Summary SBA 100-I
Form 101 – CEFP Application for Amendment SBA 101
Form 110 – Annual Energy Use SBA 110
2. FORMS TO SUPPLEMENT GRANTS, APPLICATIONS, AND FINANCE PROCEDURES
Form 201 – Needs Grant Application SBA 201
Form 202 – Major Improvement Project (MIP) Grant Application SBA 202
Form 203 – Multi-County / Statewide Grant Application SBA 203
Form 206 – School Access Safety Audit SBA 206
Form 207 – Economies of Scale Waiver Request SBA 207
Form 208 – SBA Maximum Gross Building Square Footage Allowance SBA 208
Form 210 – SBA Request for Proposals (RFP) Template for ESCO Projects SBA 210
3. FORMS TO SUPPLEMENT EDUCATIONAL PLANNING AND ARCHITECTURAL CONSIDERATIONS
Form 300 - SBA Architectural / Engineering Supplemental Requirements to AIA B101 (2017) SBA 300
Form 301-A – Summary of Spaces (Worksheet #1) SBA 301-A
Form 301-B – Area Space Allocation (Worksheet #2) SBA 301-B
Form 301-C – Building Program Utilization (Worksheet #3) SBA 301-C
Form 302 – Architectural / Engineering Fee Schedule SBA 302
Form 302-A – SBA Project Submission Form: Planning Phase SBA 302-A
Form 302-B – SBA Project Submission Form: Schematic Design Phase SBA 302-B
Form 302-C – SBA Project Submission Form: Design Development Phase SBA 302-C
Form 302-D – SBA Project Submission Form: Bidding Document Phase SBA 302-D
Form 303 – Daily Construction Observation Report SBA 303
4. FORMS TO SUPPLEMENT BIDDING AND CONSTRUCTION PROCEDURES
Form 400 – SBA Supplemental Instructions to Bidders to AIA A701 (2017) SBA 400
Form 401 – SBA Supplemental General Conditions to AIA A201 (2017) SBA 401
Form 402 – Addenda Acknowledgement & Bid Certification SBA 402
Form 403-A – List of Proposed Major Subcontractors SBA 403-A
Form 403-B – Complete List of Subcontractors and Equipment / Materials Suppliers SBA 403-B
Form 404-A – Certification of Receipt of Worker Compliance SBA 404-A
Form 404-B – Prime Contractor’s Certification of Worker Compliance SBA 404-B
Form 404-C – Subcontractor’s Certification of Worker Compliance SBA 404-C
Form 405 – Contractor Qualification Statement SBA 405
Form 406-A – Notice of Defective or Non-Conforming Work SBA 406-A
Form 406-B – Resolution of Defective or Non-Conforming Work SBA 406-B
Form 407-A – Notice of Non-Compliance with Project Requirements SBA 407-A
Form 407-B – Resolution of Non-Compliance with Project Requirements SBA 407-B
Form 408 – Notice of Breach of Contract SBA 408
Form 409 – SBA Job Signs & Building Plaque
- Job Sign - Needs SBA 409 Needs
- Job Sign - MIP SBA 409 MIP
- Building Plaque SBA 409 Plaque
5. FORMS TO SUPPLEMENT PROJECT CLOSEOUT AND COMPLETION PROCEDURES
Form 500 – Construction Closeout Procedures Checklist SBA 500
Form 500-A –Verification of HVAC Training SBA 500-A
Form 500-B – Square Foot Cost Analysis Report SBA 500-B
Form 502 – Grant Closeout Certification Form SBA 502