School Construction 101/201

1. CALIFORNIA’S COALITION for ADEQUATE SCHOOL HOUSING School Construction 101/201 Tuesday, February 21, 2006 Sacramento Convention Center

2. School Construction 101/201 Welcome and Introductions Don Lussier Corona-Norco Unified School District

3. Selecting Your Construction Project Team Julie Arthur San Jacinto Unified School District

4. Planning a new school construction or modernization project can be a daunting task for all District Administrators The Construction Project Team: Who are the players and what is their role?

5. School Construction 101/201 Legal Counsel • Reviews and recommends approval of contracts for: - Architectural Services - Site Acquisition/School Acquisition Contracts - Construction Consultant Contract (CM, GC, etc.) - Other consultants • In addition: - Review of Bid Documents - Supplies General Conditions Section - Advice on Construction disputes - Recommends procedures to minimize exposure to construction claims

6. School Construction 101/201 Financial Planning Consultants • • District to prepare long term financing plan: • - Maximize Funding Mechanisms • - Financial Hardship vs. 50/50 Districts • - GO Bond • - Community Finance District (CFD) • - Certificates of Participation (COP) • - Grant Eligibility • - OPSC forms and submittals • - Audit Assistance • - CDE and OPSC issues

7. School Construction 101/201 Architect • Plans school site lay-out • Develops educational specifications for new school project with District Staff for CDE review • Preliminary Endangerment Assessment (PEA) mitigation team member • Construction drawings • Submit Drawings and Plans to DTSC, CDE, DSA and OPSC • Review District Standards • Prepare Five-Year Facility Plan • Coordinates with local Utility Companies • Coordinates with local City and County staff

8. School Construction 101/201 Architect Continued… • Oversees the following Consultants on Project: - Civil Engineer - Mechanical Engineer - Structural Engineer - Electrical Engineer - Landscape Architect - Kitchen Design Consultants •Various other duties as assigned….

9. School Construction 101/201 Site Acquisition Consultant • • Recommends and assists in a variety of capacities as it relates to school site options: - Site Identification - Site Purchase - Site Viability - Eminent Domain issues - Assists in obtaining Approvals by DTSC, CDE, Local City, Fire and Utility Companies - Works with Developers on master plan projects

10. School Construction 101/201 Appraisers • Self Contained Appraisals for new school sites • GO Bond Appraisals Escrow Companies • Escrow transactions for land purchases agreements • Escrow accounts set up for special projects

11. Geotechnical Consultant •Phase I •Geohazards Study •Soils Testing •Preliminary Endangerment Assessment (PEA) Environmental Consultants •California Environment Quality Act (CEQA) preparation for: - New School Sites - Existing School Site Addition of more than 10 classrooms

12. Construction Manager (CM) • Pre-Construction (Estimates) • Review of Plans • Constructability Review • Value Engineering • Bid Package Assignments and Coverage • Finalize General Conditions and Division 1 with the Architect and District • Scheduling • Supervise Construction Project • Pay Application review and recommendation • Change Order review and recommendation • Close-out Documents/Warranty Calls • Site Safety Compliance

13. General Contractor • Single Prime Contractor • Hard Bid • Work awarded to lowest bidder • Oversees schedule and sub-contractor on project • Handles Pay Application and Close-out documents Multi-Prime Contractor •Individual Trade Contractor working under Multi- Prime Construction Management Contract

14. Surveyor • Surveys for new school sites • Handles Parcel splits • Prepare Metes and Bounds for Land Recordation • Set corners, grade stakes, etc. during construction • Contract held by District or Construction Manager Storm Water Prevention Plan (SWPP) • Storm Water Prevention Measures for existing school sites and new construction projects. (Contract held by District or Construction Manager)

15. Division of State Architect Project Inspector (PI) • Formally known as Inspector of Record (IOR) • Handles On-Site Inspection for Construction Projects • Oversees Construction Specialty Testing Inspectors and Services • District holds PI contract but PI acts under the direction of the Architect in general responsible charge and is subject to supervision by DSA (Title 24 Part 1 IR A-8 ) Material & Specialty Construction Testing Services • Handles Testing and Review of the following work: • Soils -- Compaction • Concrete -- Welding • Masonry -- Other Specialty Tests • Moisture Tests -- Works under on-site PI

16. Furniture and Equipment Consultant • Handles ordering and purchasing requirements: - Meets with Facility Staff and New School Principal - Helps in procuring furniture, equipment, and supplies to open new schools - Color coordination with Furniture and Classroom interiors - Field measures for office and classroom furniture - Works within State of California purchasing regulations as outlined by Government Codes - Receives furniture delivery, checks in and matches order - Identifies damage or incorrect deliveries - Prepares warranty information book

17. Bank • Set up Escrow or Trusts Accounts for Construction Projects • Contractor payments dispersed through accounts • Cash Flow Statements Lobbyist • Presents District special requests to State Allocation Board (SAB)

18. Handout • A handout is available in a condensed form to use with Board Members and District Staff. It also identifies whom the consultant reports to and the size of the District that may benefit from these services.

19. Design Process Chris Taylor HMC Architects

20. School Construction 101/201 Primary Considerations • • CDE/Code of Regulations- Title 5 • CEFPI Guide for Educational Facilities Planning • DTSC/CEQA Environmental Review • DSA Review, Approval and Inspection • OPSC/SAB State Funding • CHPS Sustainability Criteria Design Process

21. Title 5, Division 1 CDE, Chapter 13 School Construction 101/201 • Site Selection • Educational Specifications • Circulation • Playgrounds • Service/Utility Areas • Future Expansion • Building Arrangement Design Process

22. Title 5, Division 1 CDE, Chapter 13 (Continued) School Construction 101/201 • Classrooms/Labs • Auxiliary Areas • Lighting • Acoustics • ADA • Child Care/Pre-school Design Process

23. School Construction 101/201 Site Acquisition • Civil Engineer/Architect/CM and others to assist with site assessment and purchase - Topography can impact project costs - Proximity of utilities - Site Drainage issues - Soil structural characteristics - Buries conditions (preliminary testing) • Groundwater/rock/organics - Soil contamination/conditions • Phase I report to DTSC • CEQA Design Process

24. School Construction 101/201 Environmental • Order Geo-hazard Report • CEQA- Be aware of necessary approvals and changes to preliminary site design • DTSC - Be aware of necessary approvals • CDE site approval • Proximity to airports, power lines and pipelines Design Process

25. Educational Specifications/Programming School Construction 101/201 • Review educational goals for project • Determine space and adjacencies needs to meet goals • Meet with stakeholders and user groups to determine needs for project • Review District Standards Pre-Design / Design

26. CEFPI Planning Guide School Construction 101/201 • Creating Connections: CEFPI Guide for Educational Facilities Planning • Order online at: www.cefpi.org Pre-Design / Design

28. School Construction 101/201 Once an Architect is Hired Team should review: • Scope of Project • Budget • Schedule

29. School Construction 101/201 Schedule • • Ed Spec • 1 – 2 months • • Schematics • 15 – 3 months • • Design Development • 2 – 4 months • • Working Drawings • 3 – 6 months • • Agency approvals • OPSC Health • DSA Local City • SDE Local Fire • •Bid and Award • •Construction • •Owner Move In • 30 – 90 days • •Occupancy Date

30. School Construction 101/201 Schematic Design • When the Educational Spec is done and the Project Scope, Budget, and Schedule is agreed, the Architect starts Schematics:  Analyze site utilization options  Develop site and floor plan options  Review Exterior massing and elevation options  Check Budget vs. design (coordinate with CM firm)  Get Board approval of Schematic Design package

31. School Construction 101/201 Design Development • • Work with District to incorporate District Standards • • Develop plans in detail and review them with users • • Finalize site plans, floor plans, and building exteriors • • Research and finalize • - Material selection • - Equipment selections • • District starts to think about F & E requirements • • Revisit Budget with District and CM firm • - Review soft cost in budget • - Testing and Inspection • - F & E • - Contingencies, etc.

32. School Construction 101/201 Construction Documents • Finalize plans to submit to Agencies • Minimize changes at this phase • CM’s involvement in review of plans, construction methodologies and specifications • Finalize General Conditions and Specifications with the District and CM firm

33. School Construction 101/201 Division of the State Architect •California Building Code - Part 1, Title 24, Administrative Procedures • Access, Fire Life Safety and Structural • Energy and Geologic Review • Encourage preliminary review • Do not submit incomplete plans • Do not start construction w/o approval • Use PCO process for change orders

34. School Construction 101/201 DSA (continued) •Invite DSA to pre-con meeting • Architect approves DSA inspector • Inspector reports to architect • Architect in general responsible charge!

35. School Construction 101/201 Office of Public School Construction • Be aware of budget, schedule and funding availability impact • Get CDE and DSA approval first • Requirements for awarding construction contract and substantial completion • Get local agency/serving utility approval for off-site and utility design

36. School Construction 101/201 Sustainability • CHPS - Collaborative for High Performance Schools is the benchmark • Addresses critical issues like day-lighting, acoustics, air quality, energy efficiency, environmental protection and operational efficiency • More information at: www.chps.net

37. School Construction 101/201 Agency Submittals Make sure the site has been approved to build on. • CEQA • DTSC • City, local Fire, City, and Local Utility companies (usually before others) • CDE - submit at design and the end of Working Drawings • Health submit as early as possible • DSA - make sure package is complete • OPSC - after DSA approval

38. School Construction 101/201 Value Engineering/Constructability •Architect/CM to assist with design options • Utilize CM/third party constructability reviews

39. School Construction 101/201 General Condition/Division 1 • Alternates • Bid Packages with CM • Bid dates • Construction facilities • Change order procedures • Submittal requirements • How to pay for utility connection • RFI requirements, etc.

40. Pre-Construction Services Steve Worley Tilden-Coil Constructors, Inc.

41. Construction Consultant Involvement Overview School Construction 101/201  Design Involvement  Budgeting  Constructability  Scheduling  Multiple Trade Development  Coordination with District’s Department Directors  Bidding

42. School Construction 101/201 Design Involvement  Construction Material  Budgeting  Contractor’s Perspective

43. School Construction 101/201 Budgeting  Design Development  50% Design Drawings  90% Design Drawings  DSA Submittal  Final DSA Submittal  Alternates & Value Engineering

44. School Construction 101/201 Constructability  Electrical/Mechanical/Plumbing Coordination  Civil Utilities and Building Utilities  Water Intrusion  Quality Control  Specification Review

45. School Construction 101/201 Scheduling  Preconstruction Schedule - Design / Owner / Construction Team Refer to Handout Exhibit B - Schedule  Construction Schedule - Elementary School: _________________ - Middle School: _________________ - High School: _________________  Phased Opening

46. School Construction 101/201 Multiple Trade Development  Elementary School: ____________________  Middle School: ____________________  High School: ____________________ Refer to Handout Exhibit C - Possible Category Breakdown

47. School Construction 101/201 Coordination with District Personnel  Planning  Facilities  Purchasing  Maintenance & Operations  Site Administration (Growth Projects)

48. School Construction 101/201 Bidding  What: Should I consider?  When: Should I bid?  Where: Should I bid?  How: Long should I bid?  Bid Review and preparation for School Board Approval Refer to Handout Exhibit D- Bid Evaluation Form

49. Construction Phase Issues Ron Kuehl Neff Construction

50. School Construction 101/201 Project Startup Activities Permits & Fees  Encroachment Permits  Utility Connection Fees  Temp. Utility Permits  NPDES and SWPP issues  Resources: EPA at http://cfpub.epa.gov/npdes/stormwater/swppp.cfm  California Storm Water Quality Assoc.: http://www.casqa.org  Regional Water Boards  Storm Water Pollution Prevention Plan  Monthly Reporting  Best Management Practices  Notices of Award & Notices to Proceed  What gets initiated on the basis of an NOA  When do you issue a NTP