Planning for Schools

in Your Community

Lisa A. Laney, Planning Manager

Steve Roka, Planning Manager

The “Assessment Process” develops a comprehensive infrastructure

assessment for each building. This produces an itemized scope of work & budget to construct the required improvements for OSDM and OBC

compliance.

Assessment Process

Assessment Cost Guidelines• 23 point assessment of systems and

materials using preset statewide standards of measurement and unit prices.

• Updated Annually

Assessment Process

• Age of system/material • Condition of system/material• Current code considerations• Does it exist? (i.e. bus drop-off, air-

conditioning)• Quantity of system/material

(casework, chalkboards, loose furnishings)

Assessment Process

• Professional Architect/Engineer firm• Information is processed via a web-

based data entry system • District personnel and architect review

the assessment for accuracy• Foundation of all master plans

Assessment Process

Enrollment Projections

• Professional demographer– Demographics– Housing permits – Available developable land– Live births– Survival ratio

• Web-based data collection tool• Historical EMIS data pre-populated

(9 years)• District provides:

– Current year enrollment– Preschool enrollment– Special education enrollment– Career technical enrollment

Enrollment Projections

Ten Year Enrollment Projections are developed and accepted by the district.– Increasing – tenth year out– Decreasing – fifth year out

Enrollment Projections

Master Planning

• Assessment & Enrollment Projections are the basis of the Master Facilities Plan

• Standard Planning Guidelines:– 2/3 Guideline– 1/3 Guideline– 350 Students– Oversize Space– Excess Space– Reprogramming

• 2/3 Guideline (renovation costs exceed 2/3 of the cost to build new)– District may request a waiver– Reviewed by Planning staff– 100% cap (OSFC may not exceed

the total cost of a new facility)

Master Planning

• 1/3 Guideline (renovation costs are less than 1/3 of the cost to build new)– District may request a waiver to

eliminate non building code renovations to newer facilities

– Reviewed by Planning staff

Master Planning

350 Rule

The Ohio Revised Code calls for a minimum of 350 students in a building in order to receive OSFC funds. The ORC provides for unusual circumstances.

Master Planning

Oversize Space

Definition: Existing area of certain common spaces of a school building which are considered beyond OSDM guidelines, and therefore is subtracted from the gross area.

Master Planning

Oversize Space – 3 Types– Regular: gym, corridors, media

center, dining, kitchen– Non-OSDM: Auditoriums, BOE

offices, Natatoriums, Adult Ed.– Unusable: (Not suited for

classrooms) basements, former coal bins, clock towers, attics

Master Planning

Oversize Space• Non-OSDM & unusable spaces are

partially co-funded for “life-safety” related scope at $7.15/SF

• Life-safety is defined as:– Fire protection– Fire alarm system– Emergency egress lighting

Master Planning

Excess Space

Definition: Existing area of a building which, after accounting for Oversize Space, is in excess of the required area for the proposed student population. Excess area is indicated as a “negative” addition on the Master Plan.

Master Planning

Excess Space Policy– Existing buildings scheduled for

renovation must house the maximum number of students based on the OSDM SF/student formula and oversize considerations.

– Area beyond the required square footage for the proposed enrollment will be a Locally Funded Initiative (LFI).

Master Planning

Excess Space Policy

Excess Space as an LFI

The LFI is based on the average square foot cost for renovation of the entire building, multiplied by the excess area, minus “life-safety” related scope.

All excess area is required to be OSDM compliant (complete A-W renovation)

Master Planning

Reprogramming

Additional funds are added if common areas are not large enough to accommodate the student population. Standard spaces are: gym, media center, student dining and kitchen.

Master Planning

Additional MP Budgets– Enhanced Environmental

Assessment– Added to A-W renovation (Item T)

– Demolition Budget– Allowance added to each building that the

district plans to abandon. The EEA assessment includes a demo budget.

– LEED Allowance – Added to each building to be renovated to

assist with obtaining LEED certification (emphasis on energy points).

– Incorporated in square foot cost for new buildings an additions

Master Planning

Green Schools Resolution– OSFC-funded schools are required to meet

U.S. Green Building Council (USGBC) standards for environmentally friendly design.

– In September 2007, the Commission adopted USGBC’s LEED® for Schools (Leadership in Energy & Environmental Design) third-party certification of attaining sustainable design practices

Green Schools Initiative

Green Schools Resolution– Schools in districts that were approved

for funding after September 2007 are required to meet at least LEED Silver Certification, with a goal of meeting the LEED Gold level.

Green Schools Initiative

Why Green Schools?– Better places to learn– Healthy places to teach and work– Lower operating costs– Environmentally responsible– Hands-on learning: schools

as learning laboratories

Green Schools Initiative

Ohio School Design Manual

• Comprehensive and equitable statewide standards – same opportunity for labs, classrooms, performance spaces, etc.

• Structured to provide a district with significant variety of options in the design of buildings

• Establishes building size and projected costs

• Annual updates

Ohio School Design Manual

Cost Allocation Per Square Foot (2008)

OSFC National

Elementary Schools $206.86 $157.05

Middle Schools $202.21 $162.50

High Schools $203.60 $171.43

Source: 2008 Annual School Construction Report conducted by School Planning/Management Magazine

Ohio School Design Manual

Flexibility of the OSDM

– Variance process

– Design tolerance policy

– LFI upgrades

Ohio School Design Manual

Educational Programming/Delivery

Ed Specs– Grade configuration– Target teaching– Brain-based– Project-based– “Houses”

HomeSafety

Comfort

Architect Selection/Involvement

– District advertises and selects based on the ORC

– Qualifications-based selection

– Third party beneficiary

A/E may assist District with:

– Assessment review/challenges

– Site selection

– Early program evaluation

– Community engagement

– LFI’s

Architect Selection/Involvement

Risk of Early Design

– Non-compliant with OSDM (re-design at district expense)

– Set unrealistic expectations with community and administration

– Budget management

Architect Selection/Involvement

Site Selection

• The district is responsible for providing a “buildable site”

• Proper due diligence requirement• Completion of the Site Evaluation

Submittal checklist• No OSFC funds for land acquisition

ELPP to CFAP

• ELPP Project Closed– Credit is final– State/local share percentage is set– ELPP work shown on CFAP

master plan as zero cost – credit is shown on state/local share calculation worksheet

• ELPP project not closed– ELPP credit estimated – not final– State/local share percentage set– Multiple project delivery systems– Multiple fund management– CFAP Project Agreement calls for

reconciliation of costs at ELPP completion

ELPP to CFAP

Questions?

http://osfc.ohio.gov