Facilities & Capital Construction Program Overview Program Overview Project & Scope Schedule Alternative & Traditional Procedure Approaches E-Builder

Program Overview Roles – Superintendent, Chief Operating Officer & OSM Executive Director $482M / eight-year program Construct public improvements as “complete & usable” – ready for students Minimize disruption to students and staff “Blended team” approach

Program Overview

Projects & Scope Educational Facility Improvements Improve grades 6-8 science classrooms with sinks and electrical outlets at as many as 39 schools. Seismic and other building improvements Seismic strengthening at as many as 26 schools. Replace and seismically brace roofs at as many as 14 schools. Replace roofs at as many as 8 schools. Improve accessibility to educational programs at as many as 33 schools. Full modernizations or replacement These schools are identified as potential modernizations or replacement: High schools with high seismic risk. High schools with major access upgrades needed. Faubion = capital partnership with Concordia University. 3 high schools – 1 K-8 – $5M $69.5M $278M Grant $95M Franklin $85M Roosevelt $70M Faubion $28M

Debt repayment Rosa Parks K-8. Boiler conversions, prior roof replacements and other financed capital projects. Program costs Required reserves, materials and labor cost escalation, bond issuance costs and improvements and transportation to buildings where students attend school while their school is renovated. Master planning for 6 high schools ($1.5M) Total Bond Program Estimated rate: $1.10/$1,000 of assessed value over 8 years, $0.30 over an additional 12 years. Eight-Year Program 16+ Public Improvement Projects $45M $84.5M $482M Projects & Scope

Schedule Program – Project – Contract Chronology o Visioning – alignment o Education specifications o Planning o Design o Bid o Construction o Post-occupancy planningdesignbidconstructionpost-occupancy

Schedule Eight-year program Front loaded 10+ construction projects

Schedule

Procurement Approaches Contract review authority – Board of Education function on PPS contracting activity (Local Contract Review Board) PPS Public Contracting Rules – “Full & Open Competition” Equity in Public Purchasing & Contracting Policy – Enhanced opportunities for students, MWESB firms, & construction employment Acquisition methods – Several in PPS’s “toolbox ”

Procurement Approaches Oregon statutes govern (ORS 279 A/B/C) Bond work falls under 279C – Public Improvements (construction & major alterations) –Architect, Engineer, Land Surveyor or Related services –Construction services Three phases of contracts – staff roles –Pre-award; Purchasing & Contracting manages –Award; Purchasing & Contracting manages –Post-award; OSM manages

Procurement Approaches Division 48: Consultant award based on qualifications Division 49: Builder award basis varies –Traditional; Award based on responsible firm submitting lowest responsive price/bid. –Alternative - two primary methods “Two step” – Select on qualifications, bid among qualified firms. Award on low responsive price/bid. Construction Manager/General Contractor “CM/GC” – Select on quals, contractor engaged during design. Set guaranteed maximum price “GMP” during design phase Both methods require Board “exemption” approval

E-Builder District adopted project management software –Web based software –Document sharing –Process workflow (RFI’s, change orders, etc.) –Use of E-Builder noted in solicitations

Contact Lee Fleming, Purchasing & Contracting Dan Jung, Office of School Modernization Please do not contact schools directly