building on success: schools for the next generation

Long Beach Unified School District

Building on Success:Building on Success:Schools for the Next Generation

Measure KBoard Workshop

December 1, 2008


Workshop Items

• Citizens’ Oversight Committee• Measure K Next Steps• Projects in Planning


Milestones

• Board’s Vision for Development of a Facility Master Plan 2005

• Kick-off in July 2006• First Planning Area meetings start October 2006• Committee Meetings end June 2007• Draft Facility Master Plan December 2007• Board approves Final Facility Master Plan January

2008• Board orders election for $1.2 billion facilities general

obligation bond July 2008• Measure K is passed by voters November 2008


Measure K“Classroom Repair, Student Safety Measure”

• November 4, 2008 General Election• 71% voter approved (55% needed)• $1.2 billion general obligation bond

Thank you for supporting our schools!


The Road to Success…Our Next Steps


Citizens’ Oversight Committee

Establishment• The Board shall establish and appoint members to an

independent citizens’ oversight committee within 60 days of the date that the governing board enters the election results into its minutes… … [EDC 15278]



Purpose [EDC 15278]

• Inform the public concerning the expenditure of bond revenues

-receive, review, report

Sample Activities• Inspect school facilities• Review plans by the district (i.e. deferred

maintenance plans, facility master plan, cost saving plans, annual financial and performance audits, etc.)



Membership (7 members) [EDC 15282]

• (1) parent or guardian of a child enrolled in District• (1) both a parent or guardian of a child enrolled in the

District and be active in a parent-teacher organization, such as the PTA or a school site council

• (1) active in a business organization representing the business community located in the District

• (1) active in a senior citizens’ organization• (1) active in a bona-fide taxpayers association• (2) community at-large



Requirements• Members shall serve without compensation• 2 year term, no more than 2 consecutive terms• No employee or official of the district shall be

appointed• Annual report must be issued• Minutes and all documents received must be

available on the internet website



Policies and Procedures• Appointments by the Board (solicit for applications

and recommendations by the Superintendent)• ByLaws (duties, membership, meetings, vacancies,

etc.)• Ethics Policy


Estimated Timeline for Establishment

LA County Registrar has 30 days to Certify Election 12/4/2008

LBUSD Board Certifies Election Results to County of LA Supervisors (Resolution) 2/17/2009*

60 day timeclock begins to appoint COC members

Draft of Resolution for Establishment of COC November 11/10/2008 SYCR sent Drafts

Draft of COC Bylaws and Ethics Policy November Currently under review by staff

Draft of Process of COC Appointments and COC Applications November Currently under review by staff

Review Proposed Process of COC Appointments and Applications December

Finalize COC Establishment Documents 1/6/2009

LBUSD Board Adopts Resolution for Establishment of Citizens' Oversight Committee, Bylaws, Ethics Policy and Application Process 1/20/2009* or 2/3/2009*

Begin Advertisement for Recruitment-Applications for COC 2/4/2009

Deadline for Application Submittals for COC 3/4/2009

Review COC Applications 3/5/2009 - 3/18/2009

LBUSD Board Appoints Members to COC 4/7/2009*4/17/2009 deadline to appoint COC members


Your School Facilities Program:Your School Facilities Program: Planning for Success


Key Components• District’s Vision• Stakeholder Needs• State Agency Roles• Facility Master Plan• Implementation Plan

Your School Facilities Program:Your School Facilities Program: Planning for Success


Implementation Plan

Typical Components• Management Plan• Funding Plan• Communications Plan• Project Development Plan


Management Plan

• Outlines the process and organizational structure• Identifies key team members and manpower

needs• Identifies the infrastructure/support needs of the

District to manage a major capital facility program

For example:– Document Management– Project Accounting– Contract Documents– Request for Qualifications


Funding Plan

Typical Components• Prioritized Projects• Master Program Budget• Master Program Schedule• Cashflow Plan

– State Funds and Available Resources– Current and Future Resources


The “Balancing Act”• Mandated Priorities• Health & Safety Repairs• Stakeholder Needs• Board Recommendations• Facility Master Plan Recommendations• Staff Recommendations• Voter Expectations

Prioritization of Projects


Community & Stakeholder Priorities Keep our schools safe, drug-free and gang-free.

With more than 4,000 students on a single high school campus, Long Beach has some of the largest high schools in the state. By creating smaller learning environments, teachers and principals can better monitor students, provide more individualized attention, and instill discipline and respect.

Expand career education and job training programs. The economic health of our area depends on our schools turning out a trained work force that will be attractive to industry. This will ensure that local students have access to rewarding, high-paying jobs.


Community & Stakeholder Priorities Build more classrooms. More than 28,000 students

attend class every day in portable classrooms, many of which are outdated and deteriorating. By building more classrooms, we can ensure that local students learn in high quality classrooms, with access to computers and other technology.

Strengthen and repair school buildings vulnerable to serious damage in a major earthquake. Our schools met earthquake standards at the time they were built, but newer standards have been enacted since then. We must retrofit school buildings that would be vulnerable to serious damage in a major earthquake.


Master Program Budget

• By project• By type of project• Soft and hard costs• Funding sources• Object codes• OPSC audit categories


Master Program Schedule

• Stages of a project– planning, design, agency approvals, pre-

bid, bid, construction, occupancy, close-out• Manpower needs• Critical points in program implementation• Tracks and monitors progress as well as

delays• Changes to schedule


Cash Flow Plan

Objective: Maximize available resources both state and local funding. Getting the biggest “bang for your

buck”!

Based on:• Timing of anticipated needs (# of bond series, state funds, etc.)• List of prioritized projects• Estimated timeline for agency approvals • Bid & Construction timelines• Anticipated receipt of funding* (state funds and local funds-bond

funds)


Communications Plan

Objective: Inform stakeholders on the progress of projects and bond expenditures.

Typical Items:• Mailers• Website updates• Board updates• Community updates


Project Development Plan

The Pipeline of Planning:• Evolution of a project• Scoping the project• Criteria• Budget• Critical timelines• Project delivery (planning & construction)


What will Impact the Project Prioritiesof Your School Facility Program?

Scope of Work v. Project BudgetScope of Work v. Project Budget


What will Impact the Construction Timeof Your School Facility Program?

• Project Planning (Due Diligence Requirements): Environmental, Design, Agency Approvals, Contract/Bid, Board Approvals and Construction Delays

• Availability of Funds and Resources (State & Bond)

• Construction Market

• Cashflow Plan

• The Unpredictables


Projects in the Pipeline of Planning (Phase I)

• New 9-12 Early College Academic Technical School (ECATS)

• New 6-8 Middle School (due diligence review)• AB 300 buildings (under review)


New 9-12 High School (Thematic #1)

ECATS Mission

“Provide an innovative program which introduces students to academic and technical experiences through LBUSD, ROP, LBCC and CSULB coursework, in partnership with local business and industry.”


Last Board Update

• Board Workshop in May 2008• Committee(s)• Business Plan• Schedule• Educational Specifications• Curriculum Development• Grants Committee• Development Options


New ECATS High School (Thematic #1)

Current ECATS Committee Recommendations

• 9-12 grade levels

• 1080 Students (1200 capacity)

• 49 Proposed Classrooms (149,000 s.f.)

• 4 Pathways

• Health/Medical

• Goods Movement/Global Logistics

• Law Enforcement, Legal Services, Forensics

• Engineering

• Self Contained Athletics/Extra-Curricular Programs


New ECATS High School (Thematic #1)

Facility Master Plan Recommendations – Convert DeMille MS to a 7th – 12th Grade

Thematic School – 4 Pathways– Approximately 1200 Students – Scope: Major Renovation Combination New

Construction• Estimated Cost $72.8M-$103.3M


Existing DeMille Middle School

– 24 acres– 6-8 grade levels – 50 Teaching Stations (43 Standard & 7

Labs)– Current Enrollment – 1000 students– Existing Minimum Essential Facilities

• Auditorium, Gymnasium, Cafeteria


Development Options

Criteria• Scope of work (from maintenance, minor

renovation, major renovation, building replacements, combinations)

• Costs• Program needs• Agency and project approvals• Timeline for opening• Multiple options studied


Project Challenges

• Site adaptation• CEQA (conversion of 6-8 to 9-12), access, parking,

circulation, etc.• CDE plan approval undersized classrooms 850 s.f.• Accessibility upgrades• Structural constraints• Timeline for opening, phasing of work• Site, utility, easements, etc.• Cost inefficiencies• Renovations trigger other mandated work


DRAFT ECATS Proposed Site Plan


• Architectural Design Development• CEQA analysis (Initial Study, Traffic Study, other)• Cost Estimating• Site Survey• Geotechnical investigations• Constructability reviews• Hazardous Material investigations• Interim Housing Plan (approx. 440 8th graders)• Construction Schedule & Potential Phasing Plan

ECATS Activities Underway


ECATS Current Estimated Project Budget

• Facility Master Plan Estimated Cost: Range $72.8M -$103.3M (2007 dollars w & w/o esc)

• Current Total Project Budget: $100 M Pending• Construction Budget: $65 M Pending• Potential Available State Funding Under Review

– SFP Modernization• $6.4 Million Estimated State Project Funding

– Career Technical Education (if program is refunded)• $3 Million Estimated in State Funding• $3 Million Estimated District Matching

Requirement


Preliminary Schedule ECATS Opening

TASK DURATION TIMINGEducational Program 02/21/07-05/09/08 CompleteEducational Specifications 05/10/08-01/30/08 8 monthsNotice of Closed Enrollment 08-09 school yearArchitectural Design 04/07/08-03/20/09 11 monthsDSA Approval 03/22/09-11/19/09 8 monthsBidding 11/20/09-05/25/10 6 monthsConstruction 05/26/10-08/20/11 15 monthsSchool Opening 09/06/11

Notes: (1) Interim housing will be needed for approx. 440 8th grade students when construction begins in 2010. (2) Work may need to be phased as the final build out of plans is dependent upon the cashflow plan currently in development.


Proposed New 6-8 Middle School #1(Poly Planning Area)

Current Recommendation • 6-8 Middle School in the Poly Planning Area• Site is located at E. 20th St/Cherry Ave (8+ acres)• 800 students (840 capacity)• 31 classrooms (89,288 s.f.)• Library/media center, gymnasium, multipurpose

room, other support facilities, including, a soccer field and hard court areas


New 6-8 Middle School #1Current Estimated Project Budget

• Facility Master Plan Estimated Cost:

Range: $37.6 M - $53.4 M (2007 dollars w & w/o esc)• Current Total Project Budget: $50 M Pending• Construction Budget: $35 M Pending• State Funding Set Aside of $12.1 M under Critically

Overcrowded Schools (COS) Program


New 6-8 MS #1 Activities Underway

• Due Diligence review of plans for conformance with Master Plan Education Specifications and Standards since plans were DSA approved in 2004

• Constructability Review• Cost Estimating• Completion of Environmental Remediation

Phase II


Considerations

• Design of the school was approved by the Division of the State Architect (DSA) in October 2004. Plans will expire August 2009.

• Must award contract for construction by July 2009 to retain State funds and the DSA approval.

• Review 6-8 enrollment trends in Poly Planning area and confirm need.


Preliminary Schedule 6-8 Middle School Opening

TASK DURATION TIMINGOPSC Application 10/30/08 CompleteCDE Plan Approval 8/12/08 CompleteDesign Review Oct-Jan 3 monthsDSA Approval Expires 8/7/09Bidding Jan-July 6 monthsConstruction Aug ’09-Feb ’11 18

monthsSchool Opening 09/06/11


Board DiscussionQuestions & Comments