Comprehensive Facilities Planning and Management for Educational Institutions

1. FACILITY PLANS • OPERATIONAL • EMERGENCY • MAINTENANCE

2. EDUCATIONAL SPECIFICATIONS • DESCRIPTION OF FACILITIES, EQUIPMENT, FURNITURE, SPACE, AND OTHER CONSIDERATIONS NECESSARY FOR EDUCATIONAL PROGRAM AND SERVICES

3. RULE OF RISK MANAGEMENT • IT IS BETTER TO PLAN AND PREVENT ACCIDENTS THAN TO HAVE TO PAY FOR LIABILITIES.

4. CONSTRUCTION MANGEMENT • ARCHITECT • CLERK OF THE WORKS • CONSTRUCTION MANAGER

5. PREPARING ED SPECS • USERS OF THE FACILITIES • SPECIALISTS IN THE AREA • ARCHITECT AND ENGINEERS

6. SITE CONSIDERATIONS • HIGHWAY SYSTEM • SAFETY • SECURITY • ECONOMIC GROWTH • CURTURAL ADVANTAGES

7. OPERATIONAL MANUAL • CLEANING • ROUTINE MAINTENANCE • SAFETY CHECKS • SECURITY RESPONSIBILITY • HEALTH PROCEDURES • MECHANICAL EQUIPMENT • HEATING SYSTEMS MANUALS

8. EMERGENCY MANUAL • PROCEDURES • OFF CAMPUS SITE • LOCK DOWN PROCEDURES • REPORTING • COMMUNICATIONS • ASSISTANCE • CENTRAL OFFICE SUPPORT

9. MAINTENANCE MANUAL • OPERATING INSTRUCTIONS • EMERGENCY EQUIPMENT STANDARDS • ROUTINE PROCEDURES • HELP?????

10. MAJOR CONCERNS • ACADEMIC • ACTIVITIES • ATHLETICS • SUPPORT SERVICES • ADULT EDUCATION • COMMUNITY AND CIVIC USE • AVAILABILITY

11. PLANNING KEYS • PRIORITIES • TIME PERIODS • MAINTENANCE AND RENOVATIONS

12. FINANCIAL PLANNING • PROJECTION OF FUNDS TO BUILD • PROJECTION OF FUNDS TO OPERATE • PROJECTION OF FUNDS TO MAINTAIN • COST OF POSSIBLE RENOVATIONS • COST TO REPLACE CONSUMABLES • LONG RANGE NEEDS

13. PLANNING TEAM • SCHOOL PERSONNEL • TECHNICAL ASSISTANCE • SPECIALISTS IN EDUCATIONAL PLANNING

14. SITE SELECTION • ENVIRONMENTAL FACTORS • SAFETY • EMPLOYEE SAFETY • HIGHWAYS • UTILITIES • COMMUNICATION SERVICES • TAX MAPS

15. INDUSTRIAL AND COMMERCIAL DEVELOPMENT • SOCIALOGICAL INFORMATION • ECONOMIC STABILITY • EMPLOYMENT OPPORTUNITIES • TRADITIONS AND VALUES • RELIGIOUS MAKE-UP • CULTURAL POSSIBILITIES • RECREATIONAL OPPORTUNITIES

16. CONSTRUCTION DATA BANKS • SYSTEM MAPS • BUILDING MAPS • FLOOR PLANS • HISTORY OF CONSTRUCTION

17. PRINCIPLES OF LONG RANGE PLANNING • LIST ASSUMPTIONS • MOST EFFECTIVE USE OF SERVICEABLE FACILITIES • DO NOT FREEZE FUTURE BOARDS • AVOID “TACK-ONS” • SPECIFY MOST SUITABLE GRADE ORIENTATION • EDUCATIONALLY EFFECTIVE

18. ECONOMICALLY SOUND • BE FLEXIBLE AND LIST ALTERNATIVES • BE AWARE OF MAX AND MIN ENROLLMENTS • SITE SIZE • RELATE TO FINANCIAL ABILITY • SAFETY, WELFARE, CONVENIENCE • STRATEGIC LOCATIONS

19. TASKS IN BUILDING • I. LONG RANGE • 1. ENROLLMENT PROJECTIONS • 2. BUILDING SURVEY • 3. LONG RANGE PLAN • 4. BOARD ACTION • 5. ENLIST CITIZEN PARTICIPATION

20. II. PUBLIC SUPPORT • 1. ASSESS ATTITUDE • 2. DEVELOP STRATEGY FOR SUPPORT

21. III. PLANNING • 1. OBTAIN PLANNING FUNDS • 2. SECURING PROFESSIONAL SERVICES • 3. SELECTING THE SITE • 4. COMPREHENSIVE SET OF ED SPECS • 5. PRELIMANARY DRAWINGS • 6. PROGRESS PRINTS • 7. FINAL WORKING DRAWINGS • 8. PROCDURES FOLLOWING DRAWINGS

22. SPACES • SPECILIAZED • NON-SPEICALIZED • SUPPLEMENTAL

23. ENERGY NEEDS • HEALTH AND COMFORT • TEACHING PROCESS • VENTILATION • EQUIPMENT NEEDS • INCREASES DOWN THE ROAD • SEASONABLE CONTROL • EFFECTIVE AND EFFICIENT

24. ENERGY CONSIDERATIONS • SHAPE • LOCATION • INSULATION INCLUDING FOUNDATIONS • DOORS AND WINDOWS • REDUCE WINDOW AREA • OPENINGS KEPT TIGHT • EFFICIENT EQUIPMENT • CREATE ZONES • TAKE ADVANTAGE OF EXHAUST AIR • CONTROL HUMIDITY

25. WORKING DRAWINGS PROTOCOL • PAGE 1: COVER SHEET • PAGE 2: ACCURATE SITE PLAN WITH TOPOGRAPHICS AND UTILITIES • PAGE 3: OVERALL PLOT OF BUILDING • PAGE 4 : DETAIL OF PLOT • PAGE 5: FLOOR PLAN • PAGE 6: DETAIL DRAWINGS • PAGE 7: MECHANICALS

26. BIDDING PROCESS • ADVERTISE • ESTABLISH BID BONDS • CHANGE ORDERS CLARIFIED • LIQUIDATED DAMAGES • FOLLOW THE BID FORM

27. CONSTRUCTION AREAS • MANAGERIAL • SUPERVISORIAL • COORDINATED PRCEDURES

28. PERIODIC CONSTRUCTION MEETINGS • SUPERINTENDENT OF JOB • CONSTRUCTION MANAGER • ALL CONTRACTORS • SITE ADMINISTRATOR IF RENOVATION

29. BUSINESS ADMINISTRATION FUNCTION IN SCHOOLS • BUDGETTING AND FINANCIAL PLANNING • PURCHASING AND SUPPLY MANAGEMENT • PLANT PLANNING AND CONSTRUCTION • SCHOOL-COMMUNITY RELATIONS • PERSONNEL MANAGEMENT • IN-SERVICE TRAINING • OPERATION AND MAINTENANCE OF PLANT

30. TRANSPORTATION • FOOD SERVICE • ACCOUNTING AND REPORTING • DATA PROCESSING • GRANTSMANSHIP • OFFICE MANAGEMENT • EDUCATIONAL RESOURCES MANAGEMENT

31. RESTUCTURING FINANCE • PRODUCTIVITY OF LEARNING INDUSTRY • COSTS AND EFFECTIVENESS • TECHNOLOGY • INNOVATION • DEREGULATION AND DECENTRALIZATION • CHOICE AND COMPETITION • EVALUATION

32. IMPLICATIONS OF RESTRUCTURING FINANCE • BENEFIT/COST ANALYSIS • ACCOUNTABILITY SYSTEMS • COOPERATIVE RELATIONSHIPS • COST-EFFECTIVENESS RATIONALE • IMPLEMENT ALTERNATIVE EDUCATIONAL GOALS • ADVISE POLICY MAKERS • SYSEM OF FISCAL ACCOUNTABILITY

33. COMPREHENSIVE PLANNING • TOTAL SYSTEM NEEDS • DIVERSITY OF SKILLS • RESOURCES NEEDED FOR PLANNING

34. LEGAL CONTEXT OF SCHOOL BUSINESS ADMINISTRATION • WRITTEN CONSTITUTIONS • STATUTES • JUDGE-MADE LAWS • ADMINISTRATIVE LAW • FEDERAL RESPONSIBILITY • STATE RESPONSIBILITY • LOCAL DISTRICT RESPONSIBILITY

35. LEGAL CONCEPTS • MINUTES OF THE BOARD • CONTRACTUAL AUTHORITY • CONTRACTS • SCHOOL MONIES • CONTROL SYSTEMS • TORT AND TORT LIABILITY • CONFLICT OF INTEREST • DISCRIMINATION • DUE PROCESS • COMPLIANCE AND MONITORING OF COMPLIANCE