1. JACK OCONNELL State Superintendent of Public Instruction 1 Goals Facility Master Plan –What is a Facility Master Plan –Why have a Facility Master Plan –How does CDE use a districts Facility Master Plan –How to develop a Facility Master Plan

2. JACK OCONNELL State Superintendent of Public Instruction 2 What is a Facility Master Plan Facility Master PlanDefined A compilation of information, policies and statistical data about a school districts facilities.

3. JACK OCONNELL State Superintendent of Public Instruction 3 What is a Facility Master Plan Master Plan vs. Developer Fee Study A developer fee study provides limited information based on statewide standards. A master plan uses district data to provide a comprehensive study of facility needs beyond that provided in a fee justification study.

4. JACK OCONNELL State Superintendent of Public Instruction 4 Why Have a Facilities Master Plan Create a process for the continuous planning of educational facilities that will meet the changing needs of a community Identifies alternatives and priorities in the allocation of facility resources to achieve district goals and objectives Involves district and community stakeholders in the decision making processownership –Bond proposal –School closure –Attendance area changes

5. JACK OCONNELL State Superintendent of Public Instruction 5 How does CDE use a Districts Facility Master Plan California Code of Regulations, Title 5 Section 14011(c) states in part: …justify how the site is appropriate in size as justified by the school districts Facility Masterplan.. A school district may choose, in place of a master plan, a developer fee justification document or five- year plan if it addresses enrollment projections, needed schools and site sizes.

6. JACK OCONNELL State Superintendent of Public Instruction 6 How to Develop a Facility Master Plan Board directed Facilities Master Plan Board Policy 7100 A district facilities master plan shall be maintained and kept current. Source: CSBA Planning Director Responsible for all aspects of plan Identify resources Establish timelines Committee may include Administrators Teachers Classified staff Community members

7. JACK OCONNELL State Superintendent of Public Instruction 7 How to Develop a Facility Master Plan Part 1 - Projection of future needs –Identify district goals such as Reduce school size Reconfigure grades Implement full day kindergarten Establish preschools on elementary campuses Reduce number of portables

8. JACK OCONNELL State Superintendent of Public Instruction 8 How to Develop a Facility Master Plan Part 1 – Educational Program A. History and education transition –District history –Historical growth –Changes in program over time

9. JACK OCONNELL State Superintendent of Public Instruction 9 How to Develop a Facility Master Plan Part 1 – Educational Program B. Community of the school district –Economic –Ethnic –Board policies on joint use and community involvement

10. JACK OCONNELL State Superintendent of Public Instruction 10 How to Develop a Facility Master Plan Part 1 – Educational Program C. Educational Goals and Practices - What are the goals of the district Increase high school graduation? Increase test scores? Provide more art and music?

11. JACK OCONNELL State Superintendent of Public Instruction 11 How to Develop a Facility Master Plan Part 1 – Educational Program D. Educational System Present structure such as: –Grade level groupings –Intervention –Preschool –Adult School –Alternative schools –Charters –Support facilities Food service Warehouse

12. JACK OCONNELL State Superintendent of Public Instruction 12 How to Develop a Facility Master Plan Part 2 - Educational Facilities A. Evaluation Procedure What process does the district have for evaluating facilities? –Facility Inspection Tool (FIT) –SFPD Form 1.02(e) –Work order system

13. JACK OCONNELL State Superintendent of Public Instruction 13 How to Develop a Facility Master Plan Part 2 - Educational Facilities B. Summary of Existing Facilities –Plot plans showing Net and gross acres –Actual and CDE recommended acres for master plan enrollment »Field and hard-court area »Parking and on-site vehicle circulation »Building area –Future expansion areas –Site constraints »Set-backs from hazards »Wetlands Space utilization –Classrooms –Portables –Support facilities such as: »Multi-purpose room »Administration

14. JACK OCONNELL State Superintendent of Public Instruction 14 How to Develop a Facility Master Plan Part 2 - Educational Facilities B. Summary of Existing Facilities

15. JACK OCONNELL State Superintendent of Public Instruction 15 How to Develop a Facility Master Plan Part 3 – Demographic Study By others

16. JACK OCONNELL State Superintendent of Public Instruction 16 How to Develop a Facility Master Plan Part 4 – Implementation Plan Ties together the community analysis, facility evaluation, and demographic study Summation of individual school needs=District needs 1.Where are new sites needed 2.Where are facilities on existing sites needed Are there facility needs for new programs –Grade reconfiguration –Intervention –Specialized facilities for art, science Can school support more buildings/students –Capacity of core facilities –Parking 2. Modernization and repair 3. District support facilities

17. JACK OCONNELL State Superintendent of Public Instruction 17 How to Develop a Facility Master Plan Part 4 – Implementation Plan An Example Goals for Yeager Elementary School in priority order 1.Implement full day kindergarten 2.Move 6 th graders to middle schools 3.Provide preschool 4.Reduce number of portables 5.Reduce school enrollment to 700 students 6.Provide parent room

18. JACK OCONNELL State Superintendent of Public Instruction 18 Implementation Plan Example 2004-052005-062006-072007-082008-09 Kindergarten120116118114118 Grades 1-3350336326320322 Grades 4-6(5)372366350240244 Special Education10121413 TOTAL852830808687697 Projected Enrollment 2004-05 to 2008-09 6th graders to middle schools starting in 2007-08

19. JACK OCONNELL State Superintendent of Public Instruction 19 Implementation Plan Example 2004-052005-062006-072007-082008-09 Kindergarten120 60 Grades 1-3200 Grades 4-6(5)210 Special Education10 TOTAL540 480 Permanent Classroom Capacity Full day kindergarten starting in 2007-08

20. JACK OCONNELL State Superintendent of Public Instruction 20 Implementation Plan Example 2004-052005-062006-072007-082008-09 Kindergarten00000 Grades 1-3140 60 Grades 4-6(5)180 9030 Special Education00000 TOTAL320 15090 Portable Classroom Capacity Removal of portables to start in 2006-07

21. JACK OCONNELL State Superintendent of Public Instruction 21 Implementation Plan Example 2004-052005-062006-072007-082008-09 Kindergarten120 60 Grades 1-3340 260 Grades 4-6(5)390360300240 Special Education10 TOTAL860830690570 Total Classroom Capacity

22. JACK OCONNELL State Superintendent of Public Instruction 22 Implementation Plan Example 2004-052005-062006-072007-082008-09 Kindergarten0-4-25458 Grades 1-310-4666062 Grades 4-6-1865004 Special Education02433 TOTAL-80118117127 Needed Classroom Seats

23. JACK OCONNELL State Superintendent of Public Instruction 23 How to Develop a Facility Master Plan Part 4 – Implementation PlanAn Example Other Facility Needs at Yeager Elementary include: –Modernization needs In addition to new classroom buildings, the school needs to be modernized to accommodate current program and teaching methods. Upgraded electrical and mechanical systems are also needed. –Parking The parking area needs to be reconfigured and expanded to accommodate the increased number of students dropped off at the school and specifically the number of kindergarten students. –Field area The field area needs to be refurbished in order to provide a safe and attractive area for physical education and recess. –Restrooms Additional restroom facilities are needed to make up for previous added capacity. –Food service area The original cafeteria was designed for a 300 student school. Additional covered eating area is necessary to provide adequate space for one half of the grades 1-6 masterplan enrollment to eat at one time.

24. JACK OCONNELL State Superintendent of Public Instruction 24 How to Develop a Facility Master Plan Part 5 – Evaluation Plan –Updating the Long Range Facilities Plan –Annual review of data and statistics and policies –Aids in evaluation of facility needs of new programs –Resources for review and update

25. JACK OCONNELL State Superintendent of Public Instruction 25 How to Develop a Facility Master Plan Part 6 – Financing Plan –What resources are available now Local bonds Development agreements Asset management School Facility Program eligibility –What resources can be used for the identified needs Can developer fees be used to implement full day kindergarten? Does district have available bonding capacity? –Analysis of when funds are needed and cash flow

26. JACK OCONNELL State Superintendent of Public Instruction 26 Interaction of Masterplan and Educational Specifications Common features include: Grade configuration Program needs Educational goals

27. JACK OCONNELL State Superintendent of Public Instruction 27 Resources Facilities Master Planning: –Creating Connections: CEFPI Guide for Educational Facilities Planning, CEFPI 2004 (order at http://www.cefpi.org/creatingconnections/) –Guide for the Development of a Long-Range Facilities Plan, CDE 1986 http://www.cde.ca.gov/ls/fa/sf/documents/devguideln g.pdf Other: –National Clearinghouse for Educational Facilities http://www.edfacilities.org/index.cfm

28. JACK OCONNELL State Superintendent of Public Instruction 28 Contacts California Department of Education School Facilities Planning Division 1430 N St. #1201 Sacramento, CA 95814 (916) 322-2470 Find your CDE representative at: http://www.cde.ca.gov/ls/fa/sf/fieldstaff.asp