Operations Update 16 August 2012 Dr. Jeffrey S. Wilson Director of Operations Huntsville City Schools

Agenda District-wide inventory Consultant value added Hoar overview TCU overview Capital plan overview

District-wide Inventory Problem: How to obtain a full accounting of non-expendable property across the district during the school year with minimal disruption to our mission? Discussion: Hire a firm that specializes in asset management to design and implement a process that includes bar coding, RFID tagging, and the generation of a data base that is fully compatible with management software already purchased. Conducted a pilot inventory of HHS: successful. Recommendation: Approve the hiring of T and W Operations to conduct a district-wide inventory from August 2012 to August 2013.

Consultant value added Project procurement - bidding, prequalifying (the value of “qualified contractors” as an intangible…that includes quality, experience, financial risk, and performance). Option of utilizing a multi-prime format (multiple prime contractors vs. a single prime contractor) to reduce the single prime’s mark up on subcontracting work. Staff savings for using “as needed” consultants vs. full time employees and the ability to end contractual obligations once the work is complete. Value engineering or ways to reduce the cost of a building and still meet the design intent and programming use of the building. Savings during preconstruction to establish budgets and avoid cost in time and money for rebidding of projects, reviewing documents, and defining complete scopes to reduce the possibility of design and scope gap construction change orders. Savings during construction from schedule push and drive for quicker use of a new facility to produce income.

HOAR Hoar Program Management (HPM) was created in 1998 as a way to offer almost 70 years of comprehensive construction related experience to clients who either lack or don’t have enough professional design and construction management staff. Initial projects were small and primarily focused in the State of Alabama. Over time they have become larger, more diverse, and more complex allowing HPM to develop a broader reputation and expand into national arenas. In addition to our Birmingham office, HPM now has offices in Huntsville and Mobile, Alabama; and Houston, Texas. 

HOAR Chad Wilson, Andy Bernard

Hoar Overview What we have done for HCS: Blossomwood ES (2012) Lee/New Century campus (2012) Chapman renovation (2012) Move management services (Lee HS/NCTHS and Blossomwood) What we are doing now: Lee campus athletics (completed phases 1-2 of 4) (2012-2013) Montview roof/HVAC (2012) Lee HS/NCTHS collaborative learning center (2012-2013) Special Ed Playgrounds (Challenger, AAA, Blossomwood) (2012) Capital planning: Initiating programming for J.O. Johnson (new school) Programming HHS 9th grade academy/center for technology

HOAR (Blossomwood)

HOAR (Lee/New Century Campus)

TCU TCU Consulting Services was started in 2005 by Percy Thomas and Ken Upchurch to provide Owner Representation/Program Management Services and resources to manage the various elements of a capital construction program for its clients. Built on a career spent working together for over 30 years as contractors and as friends, this unique business, a 50/50 partnership between Thomas, a black man and Upchurch, a white man, was formed to serve its clients in the ever changing and complex world of construction project delivery, especially in the public sector.  As one of Huntsville City School’s Owner Representative/Program Managers, TCU will provide pragmatic advice on all phases of design and construction – from programming, budgeting, scheduling, design, bid, award, construction and move-in. Our services are best described as providing the Owner with the experience and expertise that it currently does not have on staff. We serve as an extension of the HCS staff for the capital construction program.

TCU Founders Ken Upchurch, Percy Thomas

TCU Overview What we have done for HCS: Milton Frank Stadium renovations (Phase 1 Aug 2012) Grissom HS I-pod construction (Oct 2012) MLK new school (programmed and in design, delivery 2014) Rolling Hills ES Phase 1 (Aug 2012) 14 summer projects throughout HCS What we are doing now: Rolling Hills Phase 2 (2012-2013) Monte Sano renovations (windows, HVAC) (2012-2013) Whitesburg P-8 programming (August 2015 opening) Capital planning: Milton Frank Stadium Phase 2 (2012-2014) Grissom HS (new school, phased to allow building on current site), projected delivery Aug 2016)

TCU (Milton Frank Stadium)

TCU (MLK Elementary)

Capital Plan Total Dollar figure: $176,400,000 Time span: 2013-2018 (5 years) Prioritization rubric: Jacobs report data Feeder pattern data Previous HCS 5-year plan Projected maintenance expenditures (Brown) Assessment of political and social factors in community

Priorities Priority 1: Capital Plan Projects (2013-2018) Whitesburg P-8 (23.5m) J.O. Johnson (31m) Grissom (58m) MLK (13m) Milton Frank Stadium (6m) HHS 9th Grade Academy (17.5m) University Place (2015) (17.4m) Priority 1 bottom line:

Priority 1 Priority 1 bottom line: Refurbishes 898,000 sq.ft. of old buildings. 23% of the total sq. ft. of HCS system inventory. Serves 5840 students will be in new buildings at the end of 2018.(25% OF HCS enrollment) Further represents a reduction in 462,000 sq. ft., thereby right-sizing the district.

Priorities Priority 2: Capital Plan projects subject to additional funding streams Butler HS (new school, 7-12, incorporates Westlawn MS) (43.3m) Ed White MS (new school, incorporates Highlands ES, becomes P-8) (23.5m) Chapman (new school, becomes P-8, Chapman ES/MS distinction disappears) (17.5m) Apply other funds to improve existing ES’s TTL: 84.3m

10 year Looking at 135m of additional needs, the satisfaction of which is contingent upon the arrival of subsequent funding streams that have been identified.

Questions, Comments