1. Measure N Modernization IMPLEMENTATION PROCESS Planning, Bidding, Construction, and Occupancy

2. Implementation Process

3. 1.Comprehensive facilities master plan (CFMP) many Projects 2.Project planning 3.Project bidding 4.Project construction 5.Project occupancy

4. 1. Comprehensive Facilities Master Plan Goals: –1. Document utilization and needs of existing school facilities. –2. Based on projections of future enrollment, identify future facility needs. –3. Suggest strategies and options for meeting future facility needs. –4. Evaluate financing strategies which meet facility requirements. –5. Establish a process for annually reviewing and, as appropriate, updating enrollment and facility data.

5. Master Plan Components

6. Standard Facility Guidelines (SFG) Building Capacities Existing Facility Needs Enrollment Projections Future Facility Needs Available Resources to Finance Projects Action Timeline (10-Year) 1. Comprehensive Facilities Master Plan

7. Standard Facility Guidelines (SFG) –Based on California Educational Facility Standards –Develop spatial, functional, and program requirements –Determine an optimally-sized facility at the elementary, middle school, and high school levels. 1. Comprehensive Facilities Master Plan

8. Building Enrollment Capacities: –Establish optimal Capacities for each facility based on: California standards LUSD’s maximum class-size Other staffing standards. 1. Comprehensive Facilities Master Plan

9. Existing Facility Needs –Evaluate compliance with SFG to identify parity –Current Building Capacities vs Enrollment –Space Deficiencies –Functional Deficiencies –Program Relationships 1. Comprehensive Facilities Master Plan

10. Enrollment Projections –10-year enrollment projections by grade- level and school –Monitor and evaluate housing development 1. Comprehensive Facilities Master Plan

11. Future Facility Needs –Based on projected growth and placement of residential development –Utilize Standard Facility Guidelines when designing additional sites and building additions 1. Comprehensive Facilities Master Plan

12. Available Resources to Finance Projects –Deferred Maintenance –Local Bond Issues –State Bond Issues –State Facility Programs –Energy Grants, E-Rate, etc. –Ending Fund Balance 1. Comprehensive Facilities Master Plan

13. Action Timeline (10-Year) –When enrollment changes will occur –When resources are available –When new facility needs are met –When existing facility needs are met –Many Projects are identified 1. Comprehensive Facilities Master Plan

14. 2. Project Planning Specific Project –Identify Design agency –Scheduling the overall project from design to occupancy, including funding availability –Schematic Design Conceptual planning –Design Development Preliminary Plans –Construction Documents Plans and specifications for bidding –Division of State Architect (DSA) Approval

15. 3. Project Bidding Specific Project –Develop Bid Documents including plans and specifications Addendums or modifications Base Bid with possible Alternates –Advertise the Bid –Bid Opening –Evaluation of Bids –Bid Award with required documentation

16. 4. Project Construction Specific Project –Pre-construction Conference and mobilization –Site Observation –Shop Drawings –Project Reviews

17. 4. Project Construction Specific Project (cont’d) –Construction Change Directives and Change Orders –Certificates of Payment –Substantial and Final Completion Dates –Start-up & Punch List

18. 5. Project Occupancy Specific Project –Post-occupancy review and inspection –As-builts –One year design review –Warranty item assistance –Electronic documentation –Complete all documentation for funding

19. Project Goal Deliver the completed project: –WITH THE EXPECTED OUTCOME –WITHIN BUDGET, AND –ON TIME!

20. Participants LUSD Community Board of Education Bond Oversight Committee (Prop 39) Administration and staff Architect (KBZ) Contractor Division of State Architect (DSA) Office of Public School Construction (OPSC)

21. Role of Participants LUSD Community –Measurement of customer satisfaction –Communication is critical –Represented by the Citizens’ Bond Oversight Committee and the Board of Education –The Community’s dollars at work!

22. Role of Participants Board of Education –Ultimate Decision-maker –Decisions include: Consultant Selection approval Project Scope approval Plan & Specification approval Bid approval Approval of all contracts and payments

23. Role of Participants Citizens’ Bond Oversight Committee –Required by Proposition 39 –Appointed by Board of Education –Reassures the Community that the intent of Measure N is implemented –Reviews the implementation of the projects –Conducts Public Meetings –No decision-making authority

24. Role of Participants Administration and staff TaskLeader –PlanningAsst Supt for Business –BiddingPurchasing Manager –ConstructionOperations & Maintenance Manager A Project Manager is not being used at this time.

25. Role of Participants Administration and staff Measure N Implementation Team:  Asst Supt-Business (Team Leader)  Operations & Maintenance Manager  Purchasing Manager  Director of Information Technology  Architect Many staff are involved during the Planning phase, including other administration, maintenance and technology trades, custodians, teachers, secretaries, and other staff.

26. Role of Participants Architect –Kruger Bensen Ziemer Architects, Inc. (KBZ) from Santa Barbara –Other sub-consultants include mechanical engineers, electrical engineers, civil engineers, technology consultants, etc. –Prepares plans and specifications for Division of State Architect review and bidding –Construction Supervision

27. Role of Participants Contractor –A General Contractor will be selected as the lowest responsible bidder on each Project –Constructs the Project according to the plans and specifications –May suggest Change Orders to modify and improve the Project –Prepare as-builts

28. Role of Participants Division of State Architect (DSA) –Approves the plans and specifications before construction can begin –DSA approval signals the eligibility for State funding –A DSA Inspector is hired and paid by LUSD –The DSA Inspector monitors the construction and is responsible to the DSA

29. Role of Participants Office of Public School Construction (OPSC) –State funding agency for California’s Facility Programs, including K-12 Modernization –State funding for Modernization is the result of a State bond issue (Prop 47 & 55)

30. Project Result? SUCCESSFUL PROJECT: –Meets Expected Outcome Communication between Owner, Architect, and Contractor Input by those affected –Within Budget Communication between Owner, Architect, and Contractor Realistic projections –On Time Communication between Owner, Architect, and Contractor On-site visits monitoring progress

32. Upcoming Presentations April 27 –Comprehensive Facilities Master Plan (CFMP) –Change Order Process –Project Schedules May 11 –Project Plans, Specifications, and Budgets

33. Questions?