Facilities & Capital Construction Program Overview

1. Facilities & Capital Construction Program Overview • Program Overview • Project & Scope • Schedule • Alternative & Traditional Procedure Approaches • E-Builder

2. Program Overview • Roles – Superintendent, Chief Operating Officer & OSM Executive Director • $482M / eight-year program • Construct public improvements as “complete & usable” – ready for students • Minimize disruption to students and staff • “Blended team” approach

3. Program Overview

4. Projects & Scope Educational Facility ImprovementsImprove grades 6-8 science classrooms with sinks and electrical outlets at as many as 39 schools. Seismic and other building improvementsSeismic strengthening at as many as 26 schools. Replace and seismically brace roofs at as many as 14 schools. Replace roofs at as many as 8 schools. Improve accessibility to educational programs at as many as 33 schools. Full modernizations or replacementThese schools are identified as potential modernizations or replacement:• High schools with high seismic risk.• High schools with major access upgrades needed.• Faubion = capital partnership with Concordia University. 3 high schools – 1 K-8 – $5M $69.5M $278M Grant $95M Roosevelt $70M Franklin $85M Faubion $28M

5. Projects & Scope Debt repaymentRosa Parks K-8.Boiler conversions, prior roof replacements and other financed capital projects. Program costsRequired reserves, materials and labor cost escalation, bond issuance costs and improvements and transportation to buildings where students attend school while their school is renovated. Master planning for 6 high schools ($1.5M) Total Bond ProgramEstimated rate: $1.10/$1,000 of assessed value over 8 years, $0.30 over an additional 12 years. Eight-Year Program 16+ Public Improvement Projects $45M $84.5M $482M

6. Schedule • Program – Project – Contract • Chronology • Visioning – alignment • Education specifications • Planning • Design • Bid • Construction • Post-occupancy

7. Schedule • Eight-year program • Front loaded • 10+ construction projects

8. Schedule

9. Procurement Approaches • Contract review authority – Board of Education function on PPS contracting activity (Local Contract Review Board) • PPS Public Contracting Rules – “Full & Open Competition” • Equity in Public Purchasing & Contracting Policy – Enhanced opportunities for students, MWESB firms, & construction employment • Acquisition methods – Several in PPS’s “toolbox”

10. Procurement Approaches • Oregon statutes govern (ORS 279 A/B/C) • Bond work falls under 279C – Public Improvements (construction & major alterations) • Architect, Engineer, Land Surveyor or Related services • Construction services • Three phases of contracts – staff roles • Pre-award; Purchasing & Contracting manages • Award; Purchasing & Contracting manages • Post-award; OSM manages

11. Procurement Approaches • Division 48: Consultant award based on qualifications • Division 49: Builder award basis varies • Traditional; Award based on responsible firm submitting lowest responsive price/bid. • Alternative - two primary methods • “Two step” – Select on qualifications, bid among qualified firms. Award on low responsive price/bid. • Construction Manager/General Contractor “CM/GC” – Select on quals, contractor engaged during design. Set guaranteed maximum price “GMP” during design phase • Both methods require Board “exemption” approval

12. E-Builder • District adopted project management software • Web based software • Document sharing • Process workflow (RFI’s, change orders, etc.) • Use of E-Builder noted in solicitations

13. Contact • Lee Fleming, Purchasing & Contracting lflemin1@pps.net 503.916.3113 • Dan Jung, Office of School Modernization djung@pps.net 503.916.3211 Please do not contact schools directly