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Welcome California School Board Association San Diego December 5, 2008 Rob Cook, Executive Officer, OPSC David Thorman, State Architect, DSA Kathleen Moore, Director School Facilities Planning Division, CDE Maziar Movassaghi, Deputy Director Site Mitigation and Brownfields Reuse, DTSC.
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Welcome California School Board Association San Diego December 5, 2008 Rob Cook, Executive Officer, OPSC David Thorman, State Architect, DSA Kathleen Moore, Director School Facilities Planning Division, CDE Maziar Movassaghi, Deputy Director Site Mitigation and Brownfields Reuse, DTSC
Role of California Department of Education Regulatory Role: Site and Plans Review and Approval • Education Code Section 17251 • Develop standards for school sites and plans • Standards in California Code of Regulations, Title 5 (Title 5) • All public school sites & plans regardless of funding source must meet Title 5 • If state funds requested, California Department of Education (CDE) approval required • Advisory Role: Advisory and Best Practices • Master planning • Educational specifications • Safety, health and security • Facility innovation
Role of the Division of the State Architect Plan review for school construction • Structural Safety • Fire and Live Safety • Accessibility • Energy Efficiency (for high performance funding) • Seismic Analysis for seismic & modernization projects Code and Regulation Development
Role of the Office of Public School Construction Office of Public School Construction (OPSC) serves as staff to the State Allocation Board (SAB) State Allocation Board Membership: • Superintendent of Public Instruction • Directors of Finance, General Services • Six legislators • At-large Governor’s Appointee • Approves eligibility for funding • Allocates funds • Sets policy • Ensures accountability through audits
State Allocation Board Members State Allocation Board/Office of Public School Construction Michael Genest Will Bush Jack O’Connell Rosario Girard Photo not available Photo not available Photo not available Senate Member Joe Simitian Senate Member TBD Senate Member TBD Assembly Member TBD Assembly Member Jean Fuller Assembly Member Kevin de León
Role of Department of Toxic Substance Control Department of Toxic Substance Control (DTSC) Environmental Process • Evaluation – Phase I • Investigation • Clean-up (if required)
PLAYERS Title for Each Slide District Includes: School Board, Superintendent, Architect, Construction Manager, Contractors and Engineers California Department of Education Division of the State Architect Office of Public School Construction Department of Toxic Substances Control • Main • Second • Third
Master Plan Facilities Master Plan & Education Specifications Site Selection Review of Potential Sites
Program Planning Site Approval Acquisition Determine State Funding Eligibility Secure local financing Eligibility Approved
Schematics Design • Establish scope & general design • Visualizing rooms & buildings to site
Design Development • District approves schematic design • District participates in collaborative review with DSA • CDE preliminary plan approval
Construction Documents • Architect draws plan sets (formerly known as blueprints)
Intake • District submits three sets of complete plans & specifications to DSA and one set of plans to CDE • DSA completes a quick review of the plans for completion
Plan Review • DSA conducts three concurrent reviews • Structural • Fire & Life Safety • Access • Plans are returned to district architect with DSA comments
Back Check • District architect resubmits plans with DSA comments addressed • DSA verifies issues have been addressed • DSA issues ID stamp and approval letter • CDE approves plans
State Matching Funds • District submits updated eligibility calculations • Funding application submitted from district • OPSC reviews funding application • OPSC makes funding recommendation and seeks SAB Approval
Bid Phase • District bids project according to Public Contract Code • Bid awarded and construction team established
State Funds Released • District certifies commitment to construction • Local funding match is certified • Inspector of Record Hired • Responsible for ensuring project is built to DSA-certified plans • Works for the district, under direction of design professional and can be supervised by DSA
Construction • Construction team in place, including subcontractors • District monitors progress of project • DTSC involvement if applicable • Annual Expenditure Reports • Reports to OPSC/SAB on progress of construction project
Final payment, • waivers and releases • Has contactor completed all work on punch list • All certifications and warranties delivered from contractor • Equipment commissioned, tested and training complete • Waivers received to ensure payment not made twice by district
Project Close-Out • with DSA • DSA reviews closeout checklist • DSA issues a Certification Letter & closes the project file
Ensures compliance with program requirements • OPSC audits expenditures Audit of Expenditures
Hot Topics • California Department of Education • Results of 2008 Roundtable: • Revisioning School Facility Planning and Design for the 21st Century – Creating Optimal Learning Environments • http://www.cde.ca.gov/ls/fa/sf/whatsnew.asp • Healthy Children Ready to Learnhttp://www.cde.ca.gov/ls/fa/sf/publication.asp • Potential Federal Stimulus Packet
Hot Topics • Division of the State Architect • Assembly Bill 300 Update • Project Certification • Grid Neutral • November 2008 Local Bonds
Hot Topics • Office of Public School Construction • New Construction Funding • Seismic Program • High Performance School Program • Business Case for Sustainability
Business Case for SustainabilityReturn On Investment “We shape our buildings; thereafter, they shape us” – Winston Churchill Funding Better Product + More Revenue Reduced Energy Demand Improved Environment Improved Outcomes
Hot Topics • Department of Toxic Substances Control • Reorganization and “School Team” • Targeted Site Investigation Funds • Brownfield Site Assessments • Includes Schools • National Grants • Assessment • Cleanup • Assembly Bill 2729 – Underground Storage Tank Funds
Thank you Questions