Budgeting for Your New Construction & Modernization Projects. 2. Assess and Re-Assess your Project Goals and Budgets

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1 Budgeting for Your New Construction & Modernization Projects Coalition for Adequate School Housing Robert Lavey, A.I.A., LEED AP Associate Principal Budgeting for Your New Construction and Modernization Projects Outline: 10:50 11:15 Coalition for Adequate School Housing 1. Planning Process (Pre-Design) Start with a District Wide Master Plan How District Wide Facilities can work together Campus Equity Issues 2. Assess and Re-Assess your Project Goals and Budgets Budget Verification Update Master Plan Budgets Project Cost vs Construction Cost Per Square Foot Comparisons 3 Planning Your Schools Efficiently Campus Planning Planning Classroom Space, Specialized Instructional Areas and Ancillary Facilities 4. Summary

2 planning process & master planning Components of a successful Master Plan: 1. Complete understanding of Needs and Goals. District s Educational Philosophy and Educational Master Plan. 2. Thorough Understanding of Existing Facilities (assessments). 3. Establish Clear planning priorities to guide the development of every district project. 4. Standard Design Guidelines that detail design requirements for every space within the district. 5. Develop Campus Master Plans to define facilities for the next 10 years. 6. Effective planning model for planned capital expenditures A FISCAL ROAD MAP. planning process & master planning What do we need? Define District Needs / Goals District Master Plan: Enrollment/Eligibility Summary Student Demographics Projected Growth (constriction) Current Un-housed Students Campuses requiring Modernization (per OPSC or not) Define Individual Campus Projects Modernizations New Construction Develop Property Acquisition Assessments New Acquisition Site Feasibility Addition To Existing Campus Site Feasibility

3 planning process & facility assessments What do we have? District Facilities Master Plan District Master Plan: Assessment of Existing Campus Facilities Throughout the District Structural/Seismic Electrical Plumbing HVAC Technology Undersized Spaces Defined Scope of Work For Each Project Modernization New Construction Establish Project/Construction Budget State Funding M& O Budget Local Funding Preliminary Schedule/Phasing Interim Housing Plan Preliminary Project Program Summaries A.D.A. Compliance Plan Initiate State Funding Applications planning process & facility assessments Master Plan - address District wide Equity Maximize district wide efficiency Depend on facilities assets district wide Plan campus facilities to compliment other campuses May allow districts to have specialized facilities that are shared across the district. Specialized facilities may better support educational needs, while still working within the district s facilities budget. Integrated facility planning across the district.

4 planning process & project feasibility Site Feasibility Property Identification/Acquisition Property Cost Hazardous Conditions Context Property Development Alternatives Single Story Multi Story Open Space / Joint Use Opportunities Development Requirements & Associated Costs Mitigation Costs Relocation Costs Utilities & Infrastructure Preliminary E.I.R. Review Negative Declaration C.D.E. / D.T.S.C. Regulations Preliminary Review When can we pass GO? planning process & programming Educational Planning Process District Educational Plan: How will we teach? Define/Understand District Educational Goals/Mission Curricular Structure Teaching Pedagogies Understand How Students Learn? Are district needs Changing? How do you integrate Technology? How does technology SUPPORT education? What are your Community Needs/Involvement?

5 planning process & program development What should it be? Educational & Facilities Goals Development Educational Goals/Curriculum Teaching Methods (team teaching, interdisciplinary, departmental, etc.) Future Needs (growth, constriction, changing pedagogies) Special Student Needs (SE, honors, magnet programs) Flexibility (changes in educational organization) Educational Specifications Comprehensive Plan Facility Design Guidelines Programmatic Functions Space Utilization Exterior Spaces Materials (standard specifications?) LEED, CHPS standards Detailed Program Document Equipment/Furnishings Room Layouts planning process What will it cost? Budgetary Analysis (budget vs. actual costs): Program Scope Site Area/Building Density Construction Typology (Wood, Steel, Masonry) Existing Site Conditions Topography Solar Orientation Drainage/Hydrology Project Schedule: Planning/Funding Deadlines Design/Construction Documents D.S.A. Submittals / District Approvals Project Delivery Method Construction Project Move-in Toxics Soil Conditions Utilities

6 planning process & project feasibility Planning Deliverables Before you begin Designing your school, you want to have: SCOPE of work (how much, what quality, etc.) Detailed program area allotment BUDGET based on real construction $$$ Project SCHEDULE Scope Program Budget Schedule Outline: 10:50 11:15 Coalition for Adequate School Housing 1. Planning Process (Pre-Design) Start with a District Wide Master Plan How District Wide Facilities can work together Campus Equity Issues 2. Assess and Re-Assess your Project Goals and Budgets Budget Verification Update Master Plan Budgets Project Cost vs Construction Cost Per Square Foot Comparisons 3 Planning Your Schools Efficiently Campus Planning Planning Classroom Space, Specialized Instructional Areas and Ancillary Facilities 4. Summary

7 plan your space effectively Sample 506B Site Plans Construction Re-assess (again!) your project cost with form 506B - a summary of estimated costs! Inspection Contingency Testing FF&E Total Cost plan your space effectively Project Cost vs Construction Cost vs Building Cost Project Cost The summary of ALL project related costs, including property, design fees, testing, DSA, and includes construction cost. Construction Cost The summary of all costs related to direct construction, including Construction Manager, GC/Prime Contractors, General Conditions. Building Construction Cost The cost of construction for just the building related systems, excluding site onsite development, offsite development, landscaping, paving, etc. Project Costs (Building Costs + Site Costs + Soft Costs) Total Project Costs Site Acquisition Costs Plans/Approval Fees/Consultants Construction Costs Inspection Costs FF&E Costs Contingency Construction Cost (Building Cost + Site Cost) Utilities Off Site Development Site Development Service Site General Site Building Construction Building Cost (Cost of New Building Construction) New Building Construction Modernization/Renovation Additions

8 plan your space effectively What are building construction square foot costs? Typically, they are averages of the building construction cost for a specific or not-so-specific type of space. How are square foot costs typically confused? Not all spaces cost the same Libraries Classrooms Science Labs Administrative Offices Lunch Shelters Athletic Facilities Sometime when SF costs are discussed, people are not specific if they are talking about a space such as a Classroom, or an average of spaces such as a school, or an average of many schools, including site development costs, property costs, etc. plan your space effectively Type V Building Costs Estimated Building Costs Per Square Foot Escalation Building Use Administration Standard Classroom Science Lab Computer Lab Art Lab Music Lab Kitchen, incl Equip Elem. School $ $ $ $ $ $ $ Middle School $ $ $ $ $ $ $ High School $ $ $ $ $ $ $ % % % % % % %est %est %est %est Multi-Purpose Library $ $ $ $ $ $ Bid cost for single story wood constriction in the Bay Area Theater, Sloped Floor NA $ $ Gymnasium NA $ $ Locker Room - Locker Area NA $ $ Locker Room - Shower Area NA $ $ Restroom $ $ $ Maintenance $ $ $ Source:

9 plan your space effectively Current Project Bids Building Construction Costs (Northern CA Estimates and Actual Bids) (Direct Bldg Costs only - excludes GC's, Precon, Cont, Fees, Escalation, Insurance) PROJECT BLDGS AREA COST COST/SF High School Bldgs A thru G 164,373 SF $43,722,532 $ /SF Current Estimate High School Bldgs A thru G 164,373 SF $39,560,650 $ /SF Previous Estimate Middle School Bldgs A thru D 84,427 SF $21,250,251 $ /SF Current Estimate Elementary School Bldgs Only - Bid 6/05 50,233 SF $12,585,654 $ /SF Bid Results Elementary School Bldgs Only - Bid 5/05 42,468 SF $ 9,829,650 $ /SF Bid Results Middle School Bldgs Only Bid 5/05 43,413 SF $11,031,179 $ /SF Bid Results Elementary School Bldgs Only - Bid 2/05 40,558 SF $11,065,251 $ /SF Bid Results ON THE RISE Plan for 8% annual escalation what does modernization mean? Source: Leland Saylor Assoc (Level One) Modernization Interior paint, carpet, ceiling, lighting, door hardware. (Level Two) Modernization Rearrange interior partitions, new electrical, new interior wall finishes, ceiling, lighting, casework (learning wall), doors and hardware, HVAC. (Level Three) Reconstruction Reconstruction of existing building. New Exterior cement plaster finish new roof, seismic upgrade for a typical type V structure, Reconstruct interior partitions, new electrical, new mechanical package units, new interior wall finishes, ceiling, lighting, casework (learning wall), doors and hardware.

10 modernization costs Building Use Level 1 Costs Per s.f. Administration $ Standard Classroom $ Science Lab $ Computer Lab $ Art Lab $ Music Lab $ Kitchen $ Multi-Purpose $ Library Incl. shelving $ Theater $ Gymnasium $ Locker Room - Locker Area (no tile) $ Locker Room - Shower Area (no tile) $ Restroom ( new tile) $ Maintenance $ Scope (Level One) Modernization Wall surface (Paint, Tile, Vinyl) Flooring, Ceiling, Lighting, Door Hardware. Bid cost for single story wood constriction in the Bay Area Source: modernization costs Building Use Level 2 Costs Per s.f. Administration $ Standard Classroom $ Science Lab $ Computer Lab $ Art Lab $ Music Lab $ Kitchen $ Multi-Purpose $ Library $ Theater $ Gymnasium $ Locker Room - Locker Area $ Locker Room - Shower Area $ Restroom $ Maintenance $ Scope (Level Two) Reconfiguration Rearrange Interior Partitions, New Electrical, New Interior Wall Finishes, Ceiling, Lighting, Casework (Learning Wall), Doors And Hardware. HVAC Bid cost for single story wood constriction in the Bay Area Source:

11 modernization costs Building Use Administration Standard Classroom Science Lab Computer Lab Art Lab Music Lab Kitchen Multi-Purpose Library Theater Gymnasium Locker Room - Locker Area Locker Room - Shower Area Restroom Maintenance Scope Level 3 Costs Per s.f. $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ (Level Three) Reconstruction New Exterior New Roof, Seismic Upgrade, Rearrange Partitions, New Electrical, New Mechanical, New Interior Wall Finishes Ceiling Lighting Casework (Learning Wall) Doors And Hardware. Bid cost for single story wood constriction in the Bay Area Source: current regional construction cost indexes As of September 2003 Sacramento Bay Area 1.00 Los Angeles 0.91 San Diego 0.94 Source: 11

12 current regional construction cost indexes As of August 2005 Sacramento Bay Area 1.00 Los Angeles 1.06 San Diego 0.98 Source: current cost escalation factors For 2 Story Construction add 12% to the Square Foot Cost + $90,000 for each elevator For 3 Story Construction add 18% to the Square Foot Cost + $105,000 for each elevator Inflation Factor 5%- 8% annually projected to the mid point of construction 10%-20% Increase for Steel, Concrete or Masonry Construction Source: 12

13 Outline: 10:50 11:15 Coalition for Adequate School Housing 1. Planning Process (Pre-Design) Start with a District Wide Master Plan How District Wide Facilities can work together Campus Equity Issues 2. Assess and Re-Assess your Project Goals and Budgets Budget Verification Update Master Plan Budgets Project Cost vs Construction Cost Per Square Foot Comparisons 3 Planning Your Schools Efficiently Campus Planning Planning Classroom Space, Specialized Instructional Areas and Ancillary Facilities 4. Summary Design your facilities to be flexible patriot high school CEFPI Design Award Winner Student Enrollment: Teaching Stations Total Building Area Building Area/Student Average Classroom Loading Site Area 2,700 students 103 total 214,000 s.f. s.f./student 27 students/cr 50 acres

14 Design your facilities to be flexible patriot high school efficient planning and design TYPICAL PERIMETER LAB AND TRADITIONAL CLASSROOM TYPICAL LAB & LECTURE COMBINATION Teachers desire the flexibility to teach & lecture to a the Class or to individual Groups without the disruption of moving the entire group to a new room or Different configuration.

15 efficient planning and design Result of an in depth planning approach to creating integrated science labs Lab configuration gives students an opportunity to face the teacher for direct instruction and during lab demonstrations, while allowing the flexibility to utilize the other side of the science table for student experiments. About 70% of the teachers surveyed by the National Energy Technology Laboratory used the Internet at least 1-3 times each week for educational purposes. sample high school program summary High School Project Data No. of Students: 2,700 Gross Building Area: 214,050 S.F. Site Area: 49.5 Acres Type of Project: New Const. Age (if Modernization): N/A Program Summary Classrooms & Support: Laboratories & Support: Administration: Gymnasium & Support: Performing Arts: Library: Food Service & Multi-Purpose: Support Spaces: Total: 92,000 S.F. 20,900 S.F. 10,445 S.F. 33,950 S.F. 20,025 S.F. 12,030 S.F. 13,380 S.F. 11,320 S.F. 214,050 S.F. 52% 48% 79 sq.ft. Area per Student s.f. per student recommended

16 efficient planning and design Middle School Library and Technology Center EXTERIOR COURTYARD AMPHITHEATER LIFE SKILLS LAB TECH CENTER LIBRARY/MEDIA RESOURCE ROOM FINISH CIRCULATION DESK PROCESS LAB OFFICE OFFICE STUDY LOUNGE STOR STAIR efficient planning and design library technology center consumer science industrial arts high-tech & hands on

17 sample middle school program summary Middle School Project Data No. of Students: 1,080 Gross Building Area: 86,565 S.F. Site Area: 20 Acres Type of Project: New Const. Age (if Modernization): N/A Program Summary Classrooms & Support: Laboratories & Support: Administration: Multi-Purpose: Gymnasium & Support: Performing Arts: Library: Food Service: Support Spaces: Total: 39,103 S.F. 10,058 S.F. 6,630 S.F. 0 S.F. 13,090 S.F. 0 S.F. 4,120 S.F. 11,020 S.F. 0 S.F. 86,565 S.F.** 58% 42% 80.2 sq.ft. Area per Student s.f. per student recommended sample elementary school program summary Fearn elementary school Elementary School 5 self contained clusters: study resource book collection kindergarten mpr classroom 4 classrooms each study resource area decentralized library wireless media project areas in classrooms

18 sample elementary school program summary Project Data No. of Students: Gross Building Area: Site Area: Type of Project: Age (if Modernization): ,180 S.F. 10 Acres New Const. N/A Program Summary Classrooms & Support: Laboratories & Support: Administration: Multi-Purpose: Gymnasium: Performing Arts: Library: Food Service: Support Spaces: Total: 33,060 S.F. 0 S.F. 4,220 S.F. 5,340 S.F. 0 S.F. 0 S.F. 2,040 S.F. 3,520 S.F. 0 S.F. 48,180 S.F. Elementary School 68% 32% 58.4 sq.ft. Area per Student s.f. per student recommended efficient planning and design flexible enough to accommodate a variety of activities flexible enough to accommodate groups of all sizes Flexible enough to allow for changes in curriculum 18

19 efficient planning and design Spaces for informal interaction Professional space Environmental graphics Student owned spaces Career technical space Integrated academic & career spaces Non-Traditional spaces 24/7 Usage efficient planning and design joint use facilities Maximize project funding through joint use facilities: Provide community facilities possible NO-COST improvements to school districts. Schools are Centers of the Community Cucamonga Middle School Joint Use Gymnasium Sunflower Alternative School Joint Use Library

20 Outline: 10:50 11:15 Coalition for Adequate School Housing 1. Planning Process (Pre-Design) Start with a District Wide Master Plan How District Wide Facilities can work together Campus Equity Issues 2. Assess and Re-Assess your Project Goals and Budgets Budget Verification Update Master Plan Budgets Project Cost vs Construction Cost Per Square Foot Comparisons 3 Planning Your Schools Efficiently Campus Planning Planning Classroom Space, Specialized Instructional Areas and Ancillary Facilities 4. Summary conclusions-the bottom line Construction Costs are Continuing To Rise. State Funding Is Inversely Proportional - (Less) Than Rising Costs. Maximize Additional Grant Funding Seek Alternative Funding Build Cost Effective and Efficient Buildings Factor In Lifecycle & Operational Costs