1. Planning for Schools in Your Community Lisa A. Laney, Planning Manager Steve Roka, Planning Manager

2. The “Assessment Process” develops a comprehensive infrastructure assessment for each building. This produces an itemized scope of work & budget to construct the required improvements for OSDM and OBC compliance. Assessment Process

3. Assessment Cost Guidelines 23 point assessment of systems and materials using preset statewide standards of measurement and unit prices. Updated Annually Assessment Process

4. Age of system/material Condition of system/material Current code considerations Does it exist? (i.e. bus drop-off, air- conditioning) Quantity of system/material (casework, chalkboards, loose furnishings) Assessment Process

5. Professional Architect/Engineer firm Information is processed via a web- based data entry system District personnel and architect review the assessment for accuracy Foundation of all master plans Assessment Process

6. Enrollment Projections Professional demographer –Demographics –Housing permits –Available developable land –Live births –Survival ratio

7. Web-based data collection tool Historical EMIS data pre-populated (9 years) District provides: –Current year enrollment –Preschool enrollment –Special education enrollment –Career technical enrollment Enrollment Projections

8. Ten Year Enrollment Projections are developed and accepted by the district. –Increasing – tenth year out –Decreasing – fifth year out Enrollment Projections

9. Master Planning Assessment & Enrollment Projections are the basis of the Master Facilities Plan Standard Planning Guidelines: –2/3 Guideline –1/3 Guideline –350 Students –Oversize Space –Excess Space –Reprogramming

10. 2/3 Guideline (renovation costs exceed 2/3 of the cost to build new) –District may request a waiver –Reviewed by Planning staff –100% cap (OSFC may not exceed the total cost of a new facility) Master Planning

11. 1/3 Guideline (renovation costs are less than 1/3 of the cost to build new) –District may request a waiver to eliminate non building code renovations to newer facilities –Reviewed by Planning staff Master Planning

12. 350 Rule The Ohio Revised Code calls for a minimum of 350 students in a building in order to receive OSFC funds. The ORC provides for unusual circumstances. Master Planning

13. Oversize Space Definition: Existing area of certain common spaces of a school building which are considered beyond OSDM guidelines, and therefore is subtracted from the gross area. Master Planning

14. Oversize Space – 3 Types –Regular: gym, corridors, media center, dining, kitchen –Non-OSDM: Auditoriums, BOE offices, Natatoriums, Adult Ed. –Unusable: (Not suited for classrooms) basements, former coal bins, clock towers, attics Master Planning

15. Oversize Space Non-OSDM & unusable spaces are partially co-funded for “life-safety” related scope at $7.15/SF Life-safety is defined as: –Fire protection –Fire alarm system –Emergency egress lighting Master Planning

16. Excess Space Definition: Existing area of a building which, after accounting for Oversize Space, is in excess of the required area for the proposed student population. Excess area is indicated as a “negative” addition on the Master Plan. Master Planning

17. Excess Space Policy –Existing buildings scheduled for renovation must house the maximum number of students based on the OSDM SF/student formula and oversize considerations. –Area beyond the required square footage for the proposed enrollment will be a Locally Funded Initiative (LFI). Master Planning

18. Excess Space Policy Excess Space as an LFI The LFI is based on the average square foot cost for renovation of the entire building, multiplied by the excess area, minus “life-safety” related scope. All excess area is required to be OSDM compliant (complete A-W renovation) Master Planning

19. Reprogramming Additional funds are added if common areas are not large enough to accommodate the student population. Standard spaces are: gym, media center, student dining and kitchen. Master Planning

20. Additional MP Budgets – Enhanced Environmental Assessment –Added to A-W renovation (Item T) –Demolition Budget –Allowance added to each building that the district plans to abandon. The EEA assessment includes a demo budget. –LEED Allowance –Added to each building to be renovated to assist with obtaining LEED certification (emphasis on energy points). –Incorporated in square foot cost for new buildings an additions Master Planning

21. Green Schools Resolution –OSFC-funded schools are required to meet U.S. Green Building Council (USGBC) standards for environmentally friendly design. –In September 2007, the Commission adopted USGBC’s LEED® for Schools (Leadership in Energy & Environmental Design) third-party certification of attaining sustainable design practices Green Schools Initiative

22. Green Schools Resolution –Schools in districts that were approved for funding after September 2007 are required to meet at least LEED Silver Certification, with a goal of meeting the LEED Gold level. Green Schools Initiative

23. Why Green Schools? –Better places to learn –Healthy places to teach and work –Lower operating costs –Environmentally responsible –Hands-on learning: schools as learning laboratories Green Schools Initiative

24. Ohio School Design Manual Comprehensive and equitable statewide standards – same opportunity for labs, classrooms, performance spaces, etc. Structured to provide a district with significant variety of options in the design of buildings Establishes building size and projected costs Annual updates

25. Ohio School Design Manual Cost Allocation Per Square Foot (2008) OSFC National Elementary Schools $206.86 $157.05 Middle Schools $202.21 $162.50 High Schools $203.60 $171.43 Source: 2008 Annual School Construction Report conducted by School Planning/Management Magazine Ohio School Design Manual

26. Flexibility of the OSDM –Variance process –Design tolerance policy –LFI upgrades Ohio School Design Manual

27. Educational Programming/Delivery Ed Specs –Grade configuration –Target teaching –Brain-based –Project-based –“Houses” Home Safety Comfort

28. Architect Selection/Involvement –District advertises and selects based on the ORC –Qualifications-based selection –Third party beneficiary

29. A/E may assist District with: –Assessment review/challenges –Site selection –Early program evaluation –Community engagement –LFI’s Architect Selection/Involvement

30. Risk of Early Design –Non-compliant with OSDM (re-design at district expense) –Set unrealistic expectations with community and administration –Budget management Architect Selection/Involvement

31. Site Selection The district is responsible for providing a “buildable site” Proper due diligence requirement Completion of the Site Evaluation Submittal checklist No OSFC funds for land acquisition

32. ELPP to CFAP ELPP Project Closed –Credit is final –State/local share percentage is set –ELPP work shown on CFAP master plan as zero cost – credit is shown on state/local share calculation worksheet

33. ELPP project not closed –ELPP credit estimated – not final –State/local share percentage set –Multiple project delivery systems –Multiple fund management –CFAP Project Agreement calls for reconciliation of costs at ELPP completion ELPP to CFAP

34. Questions? http://osfc.ohio.gov