1. Lecture 4 Facility Planning Sequence and Program Planning Using Technology Lectured by Prof. Jese Role @ UEAB 2008

2. What is Facilities Program Management? Facilities program management is a comprehensive method of managing all capital resource needs, including planning, design, and construction. Program management provides a single-source professional agent representing the school board, like an in-house facilities department. Program management may be provided by a construction company, architect, or engineering firm. It is most successful when provided by a company that specializes in this service. Lectured by Prof. Jese Role @ UEAB 2008

3. Leaders Technology Management Technology management ensures that each step toward technology use (as small as it may be) supports and educationally appropriate and definable goal. Only when educational goals are well defined and technology is selected to support those goals can a successful learning environment be planned and designed. If we believe that "form follows function" then the form of the learning environment must respond to the instructional program and the technology that supports it. An outline of the planning process, including technology management and facility design, is provided below. Lectured by Prof. Jese Role @ UEAB 2008

4. Facilities program management can include the use of technology in the following professional services Comprehensive district-wide facility needs assessment Existing building conditional analysis Demographic analysis and long-term master planning Budget confirmation for referendum determination Educational specifications preparation Scheduling of architectural and engineering services Plan review/value engineering to maximize money spent against design solution and construction quality Bid analysis and award Construction supervision and/or construction management Post-occupancy evaluation (to improve the next project!) Lectured by Prof. Jese Role @ UEAB 2008

5. Facilities program management falls into three general categories: Pre-planning Design Scheduling and Plan Review Construction Administration Lectured by Prof. Jese Role @ UEAB 2008

6. Integrating Technology in Leadership and Educational attached to Planning and Design Lectured by Prof. Jese Role @ UEAB 2008

7. Selecting a Facilities Program Management Firm Selecting the right program management planners who are experienced in all curriculum areas and technology Full-time architects Full-time engineers (mechanical, electrical, structural) Full-time Uniform Building Code inspectors Licensed contractors Cost estimators Requirements: Most of all, does the firm have experience in educational facilities? Schools are special! Lectured by Prof. Jese Role @ UEAB 2008

8. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN PROJECT DESIGN PROJECT CONSTRUCTION POST. OCCUPANCY EVALUATION RECORDING INVENTORY PURCHASING RESOURCES DISTRIBUTION VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

9. Goals: Create well-defined goals statements for the entire school district as well as each part, including instructional programs, administrative functions, and support services. Lectured by Prof. Jese Role @ UEAB 2008

10. GOALS OBJECTIVES VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

11. Objectives: Define clearly and in measurable terms the outcomes to be accomplished by each part of the educational program. Lectured by Prof. Jese Role @ UEAB 2008

12. GOALS TECHNOLOGY MANAGEMENT OBJECTIVES VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

13. Technology Management: Evaluate which technology types can best meet the district’s goals and objectives. Define precisely the type and extent of technology to be used. Look at the "big picture." Cluster common technology types where appropriate to improve efficiency and save money. Consider testing your proposed technology in an existing classroom or administration area before turning it over to the design team. Work out the "bugs" in advance. Visit existing applications in education or industry, and judge their successes carefully. Make sure it really works! Time well spent in the beginning can save money and improve design communications. Lectured by Prof. Jese Role @ UEAB 2008

14. GOALS TECHNOLOGY MANAGEMENT OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

15. Technology Schematic Plan: Develop a specific schematic diagram that illustrates all networking requirement - within the individual classroom, between classrooms, between departments, between buildings, and with distant sources. Lectured by Prof. Jese Role @ UEAB 2008

16. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

17. Define Facility Needs: Define the learning environments based on the instructional program goals, activities, and technology applications. This is the role of educational specifications. Lectured by Prof. Jese Role @ UEAB 2008

18. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

19. Evaluate Existing Buildings: Thoroughly evaluate existing buildings to determine their adequacy for accomplishing the district’s educational goals and particularly the goals for technology. Understand clearly the conditions of each construction system and their future life- cycle costs for continued use Thoroughly evaluate existing buildings to determine their adequacy for accomplishing the district’s educational goals and particularly the goals for technology. Understand clearly the conditions of each construction system and their future life- cycle costs for continued use. Lectured by Prof. Jese Role @ UEAB 2008

20. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN RECORDING INVENTORY PURCHASING RESOURCES DISTRIBUTION VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

21. Develop Facility Master Plans: Develop district-wide and building- level master plans that consider future enrollments, programs, new construction/remodeling, budget, and schedule. Lectured by Prof. Jese Role @ UEAB 2008

22. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN PROJECT DESIGN VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

23. Project Design: Select your planning and design team carefully. Participate in the process. Lectured by Prof. Jese Role @ UEAB 2008

24. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN PROJECT DESIGN PROJECT CONSTRUCTION RECORDING INVENTORY PURCHASING RESOURCES DISTRIBUTION VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

25. Project Construction: Project construction must be monitored carefully. Lectured by Prof. Jese Role @ UEAB 2008

26. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN PROJECT DESIGN PROJECT CONSTRUCTION POST. OCCUPANCY EVALUATION RECORDING INVENTORY PURCHASING RESOURCES DISTRIBUTION VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008

27. Post-Occupancy Evaluations: After the building id built, test it. See if it meets the program and technology objectives. Document strengths and weaknesses so improvements can be made in future projects. Lectured by Prof. Jese Role @ UEAB 2008

28. GOALS TECHNOLOGY MANAGEMENT DEFINE FACILITY NEEDS EVALUATE EXISTING RESOURCES OBJECTIVES TECHNOLOGY SCHEMATIC PLAN DEVELOP MASTER PLAN PROJECT DESIGN PROJECT CONSTRUCTION POST. OCCUPANCY EVALUATION RECORDING INVENTORY PURCHASING RESOURCES DISTRIBUTION VISIONMISSION LAYOUT CHART FOR LEADERS USING TECHNOLOGY Lectured by Prof. Jese Role @ UEAB 2008