L ong Beach Unified School District Building on Success: Schools for the Next Generation Measure K Board Workshop December 1, 2008

L ong Beach Unified School District Workshop Items Citizens’ Oversight Committee Measure K Next Steps Projects in Planning

L ong Beach Unified School District Milestones Board’s Vision for Development of a Facility Master Plan 2005 Kick-off in July 2006 First Planning Area meetings start October 2006 Committee Meetings end June 2007 Draft Facility Master Plan December 2007 Board approves Final Facility Master Plan January 2008 Board orders election for $1.2 billion facilities general obligation bond July 2008 Measure K is passed by voters November 2008

L ong Beach Unified School District Measure K “Classroom Repair, Student Safety Measure” November 4, 2008 General Election 71% voter approved (55% needed) $1.2 billion general obligation bond Thank you for supporting our schools!

L ong Beach Unified School District The Road to Success… Our Next Steps

L ong Beach Unified School District Citizens’ Oversight Committee Establishment The Board shall establish and appoint members to an independent citizens’ oversight committee within 60 days of the date that the governing board enters the election results into its minutes… … [EDC 15278]

L ong Beach Unified School District Citizens’ Oversight Committee Purpose [EDC 15278] Inform the public concerning the expenditure of bond revenues -receive, review, report Sample Activities Inspect school facilities Review plans by the district (i.e. deferred maintenance plans, facility master plan, cost saving plans, annual financial and performance audits, etc.)

L ong Beach Unified School District Citizens’ Oversight Committee Membership (7 members) [EDC 15282] (1) parent or guardian of a child enrolled in District (1) both a parent or guardian of a child enrolled in the District and be active in a parent-teacher organization, such as the PTA or a school site council (1) active in a business organization representing the business community located in the District (1) active in a senior citizens’ organization (1) active in a bona-fide taxpayers association (2) community at-large

L ong Beach Unified School District Citizens’ Oversight Committee Requirements Members shall serve without compensation 2 year term, no more than 2 consecutive terms No employee or official of the district shall be appointed Annual report must be issued Minutes and all documents received must be available on the internet website

L ong Beach Unified School District Citizens’ Oversight Committee Policies and Procedures Appointments by the Board (solicit for applications and recommendations by the Superintendent) ByLaws (duties, membership, meetings, vacancies, etc.) Ethics Policy

L ong Beach Unified School District Estimated Timeline for Establishment LA County Registrar has 30 days to Certify Election12/4/2008 LBUSD Board Certifies Election Results to County of LA Supervisors (Resolution)2/17/2009* 60 day timeclock begins to appoint COC members Draft of Resolution for Establishment of COCNovember11/10/2008 SYCR sent Drafts Draft of COC Bylaws and Ethics PolicyNovemberCurrently under review by staff Draft of Process of COC Appointments and COC ApplicationsNovemberCurrently under review by staff Review Proposed Process of COC Appointments and ApplicationsDecember Finalize COC Establishment Documents1/6/2009 LBUSD Board Adopts Resolution for Establishment of Citizens' Oversight Committee, Bylaws, Ethics Policy and Application Process1/20/2009* or 2/3/2009* Begin Advertisement for Recruitment-Applications for COC2/4/2009 Deadline for Application Submittals for COC3/4/2009 Review COC Applications3/5/ /18/2009 LBUSD Board Appoints Members to COC4/7/2009* 4/17/2009 deadline to appoint COC members

L ong Beach Unified School District Your School Facilities Program: Your School Facilities Program: Planning for Success

L ong Beach Unified School District Key Components District’s Vision Stakeholder Needs State Agency Roles Facility Master Plan Implementation Plan Your School Facilities Program: Your School Facilities Program: Planning for Success

L ong Beach Unified School District Implementation Plan Typical Components Management Plan Funding Plan Communications Plan Project Development Plan

L ong Beach Unified School District Management Plan Outlines the process and organizational structure Identifies key team members and manpower needs Identifies the infrastructure/support needs of the District to manage a major capital facility program For example: –Document Management –Project Accounting –Contract Documents –Request for Qualifications

L ong Beach Unified School District Funding Plan Typical Components Prioritized Projects Master Program Budget Master Program Schedule Cashflow Plan –State Funds and Available Resources –Current and Future Resources

L ong Beach Unified School District The “Balancing Act” Mandated Priorities Health & Safety Repairs Stakeholder Needs Board Recommendations Facility Master Plan Recommendations Staff Recommendations Voter Expectations Prioritization of Projects

L ong Beach Unified School District Community & Stakeholder Priorities  Keep our schools safe, drug-free and gang-free. With more than 4,000 students on a single high school campus, Long Beach has some of the largest high schools in the state. By creating smaller learning environments, teachers and principals can better monitor students, provide more individualized attention, and instill discipline and respect.  Expand career education and job training programs. The economic health of our area depends on our schools turning out a trained work force that will be attractive to industry. This will ensure that local students have access to rewarding, high-paying jobs.

L ong Beach Unified School District Community & Stakeholder Priorities  Build more classrooms. More than 28,000 students attend class every day in portable classrooms, many of which are outdated and deteriorating. By building more classrooms, we can ensure that local students learn in high quality classrooms, with access to computers and other technology.  Strengthen and repair school buildings vulnerable to serious damage in a major earthquake. Our schools met earthquake standards at the time they were built, but newer standards have been enacted since then. We must retrofit school buildings that would be vulnerable to serious damage in a major earthquake.

L ong Beach Unified School District Master Program Budget By project By type of project Soft and hard costs Funding sources Object codes OPSC audit categories

L ong Beach Unified School District Master Program Schedule Stages of a project –planning, design, agency approvals, pre- bid, bid, construction, occupancy, close-out Manpower needs Critical points in program implementation Tracks and monitors progress as well as delays Changes to schedule

L ong Beach Unified School District Cash Flow Plan Objective: Maximize available resources both state and local funding. Getting the biggest “bang for your buck”! Based on: Timing of anticipated needs (# of bond series, state funds, etc.) List of prioritized projects Estimated timeline for agency approvals Bid & Construction timelines Anticipated receipt of funding* (state funds and local funds- bond funds)

L ong Beach Unified School District Communications Plan Objective: Inform stakeholders on the progress of projects and bond expenditures. Typical Items: Mailers Website updates Board updates Community updates

L ong Beach Unified School District Project Development Plan The Pipeline of Planning: Evolution of a project Scoping the project Criteria Budget Critical timelines Project delivery (planning & construction)

L ong Beach Unified School District What will Impact the Project Priorities of Your School Facility Program? Scope of Work v. Project Budget

L ong Beach Unified School District What will Impact the Construction Time of Your School Facility Program? Project Planning (Due Diligence Requirements): Environmental, Design, Agency Approvals, Contract/Bid, Board Approvals and Construction Delays Availability of Funds and Resources (State & Bond) Construction Market Cashflow Plan The Unpredictables

L ong Beach Unified School District

Projects in the Pipeline of Planning (Phase I) New 9-12 Early College Academic Technical School (ECATS) New 6-8 Middle School (due diligence review) AB 300 buildings (under review)

L ong Beach Unified School District New 9-12 High School (Thematic #1) ECATS Mission “Provide an innovative program which introduces students to academic and technical experiences through LBUSD, ROP, LBCC and CSULB coursework, in partnership with local business and industry.”

L ong Beach Unified School District Last Board Update Board Workshop in May 2008 Committee(s) Business Plan Schedule Educational Specifications Curriculum Development Grants Committee Development Options

L ong Beach Unified School District New ECATS High School (Thematic #1) Current ECATS Committee Recommendations 9-12 grade levels 1080 Students (1200 capacity) 49 Proposed Classrooms (149,000 s.f.) 4 Pathways Health/Medical Goods Movement/Global Logistics Law Enforcement, Legal Services, Forensics Engineering Self Contained Athletics/Extra-Curricular Programs

L ong Beach Unified School District New ECATS High School (Thematic #1) Facility Master Plan Recommendations –Convert DeMille MS to a 7th – 12th Grade Thematic School –4 Pathways –Approximately 1200 Students –Scope: Major Renovation Combination New Construction Estimated Cost $72.8M-$103.3M

L ong Beach Unified School District Existing DeMille Middle School –24 acres –6-8 grade levels –50 Teaching Stations (43 Standard & 7 Labs) –Current Enrollment – 1000 students –Existing Minimum Essential Facilities Auditorium, Gymnasium, Cafeteria

L ong Beach Unified School District

Development Options Criteria Scope of work (from maintenance, minor renovation, major renovation, building replacements, combinations) Costs Program needs Agency and project approvals Timeline for opening Multiple options studied

L ong Beach Unified School District Project Challenges Site adaptation CEQA (conversion of 6-8 to 9-12), access, parking, circulation, etc. CDE plan approval undersized classrooms 850 s.f. Accessibility upgrades Structural constraints Timeline for opening, phasing of work Site, utility, easements, etc. Cost inefficiencies Renovations trigger other mandated work

L ong Beach Unified School District DRAFT ECATS Proposed Site Plan

L ong Beach Unified School District Architectural Design Development CEQA analysis (Initial Study, Traffic Study, other) Cost Estimating Site Survey Geotechnical investigations Constructability reviews Hazardous Material investigations Interim Housing Plan (approx th graders) Construction Schedule & Potential Phasing Plan ECATS Activities Underway

L ong Beach Unified School District ECATS Current Estimated Project Budget Facility Master Plan Estimated Cost: Range $72.8M -$103.3M (2007 dollars w & w/o esc) Current Total Project Budget: $100 M Pending Construction Budget: $65 M Pending Potential Available State Funding Under Review –SFP Modernization $6.4 Million Estimated State Project Funding –Career Technical Education (if program is refunded) $3 Million Estimated in State Funding $3 Million Estimated District Matching Requirement

L ong Beach Unified School District Preliminary Schedule ECATS Opening TASK DURATION TIMING Educational Program 02/21/07-05/09/08Complete Educational Specifications05/10/08-01/30/088 months Notice of Closed Enrollment08-09 school year Architectural Design04/07/08-03/20/0911 months DSA Approval03/22/09-11/19/09 8 months Bidding11/20/09-05/25/10 6 months Construction05/26/10-08/20/1115 months School Opening09/06/11 Notes: (1) Interim housing will be needed for approx th grade students when construction begins in (2) Work may need to be phased as the final build out of plans is dependent upon the cashflow plan currently in development.

L ong Beach Unified School District Proposed New 6-8 Middle School #1 (Poly Planning Area) Current Recommendation 6-8 Middle School in the Poly Planning Area Site is located at E. 20 th St/Cherry Ave (8+ acres) 800 students (840 capacity) 31 classrooms (89,288 s.f.) Library/media center, gymnasium, multipurpose room, other support facilities, including, a soccer field and hard court areas

L ong Beach Unified School District

New 6-8 Middle School #1 Current Estimated Project Budget Facility Master Plan Estimated Cost: Range: $37.6 M - $53.4 M (2007 dollars w & w/o esc) Current Total Project Budget: $50 M Pending Construction Budget: $35 M Pending State Funding Set Aside of $12.1 M under Critically Overcrowded Schools (COS) Program

L ong Beach Unified School District New 6-8 MS #1 Activities Underway Due Diligence review of plans for conformance with Master Plan Education Specifications and Standards since plans were DSA approved in 2004 Constructability Review Cost Estimating Completion of Environmental Remediation Phase II

L ong Beach Unified School District Considerations Design of the school was approved by the Division of the State Architect (DSA) in October Plans will expire August Must award contract for construction by July 2009 to retain State funds and the DSA approval. Review 6-8 enrollment trends in Poly Planning area and confirm need.

L ong Beach Unified School District Preliminary Schedule 6-8 Middle School Opening TASK DURATION TIMING OPSC Application10/30/08 Complete CDE Plan Approval8/12/08 Complete Design ReviewOct-Jan 3 months DSA ApprovalExpires 8/7/09 BiddingJan-July 6 months ConstructionAug ’09-Feb ’11 18 months School Opening09/06/11

L ong Beach Unified School District Board Discussion Questions & Comments