Case Studies

 Board, Staff, and Community Involvement in Facilities Planning

  • "In planning for the future, and particularly in developing new educational specifications, we've found the greatest need is to prepare the staff to break through the paradigms under which we work and live. Our district used a futures symposium to precede the development of a new instructional delivery system and the preparation of educational specifications for new schools and remodeling projects.

    "The futures symposium featured leading educational futurists who spoke on three topics: practical application of technology in the classroom and other areas of school buildings; the environment in which learning and technology takes place; and the human element that demands that we provide interaction among students, between teachers and students, and among other persons within schools. Small groups of teachers, administrators, parents, and representatives of architectural firms discussed the topics and questioned the speakers. The groups then listed questions, suggestions, and comments on how they felt the district should develop the new instructional delivery system and prepare new educational specifications.

    "The symposium was held in spring 1988, and is being followed up with a new program called Strategy 2020. At least 20 small groups are now developing an executive summary, lists of problems to be solved, recommendations, and assessments of the impact on facilities, costs, and training needs. The sub-committees that focus on instructional strategies, organizational structures, and support services. The strand committees' resulting reports will be brought together in a coordinated vision and presented to the board of directors for adoption.

    "Our discussion have pointed out the need for teachers to observe the many new teaching techniques and technology currently operating in the district. A "New Teaching Practices/Technology Fair" will feature district teachers demonstrating their new teaching techniques that utilize technology. The district will apply an hour of early-dismissal time and paid after-school time to allow teachers to attend the fair. We hope that the fair will make new ideas seem less formidable, as reluctant teachers see their colleagues using new media.

    "In employing architects, the district requires each architectural firm to have an "educational futurist" on its consulting staff. This allows the district access to those futurists at no additional cost and provides a system for an outside expert to critique the district's process and results."

    -Eugene R. Hertzke, Superintendent, Central Kitsap School District No. 401, Silverdale, WA

    "In my experience, effective staff and community involvement throughout the facility planning process have been very difficult to maintain. Consensus takes time and decisions seem to require instantaneous responses in many cases."

    -Diane Means, Principal, Cupertino Union School District, CA


  • Board/Staff/Community Involvement and Planning Issues

  • "Before faculty members are involved in the process of helping to program a school, I have learned that it is very important to teach them about the entire process, including the six phases of planning and construction which will take place: programming (development of educational specifications), schematic design (location of rooms and program areas), design development (handling code issues and other specifics), development of contract documents, bidding, and construction. The typical teacher wants to approach the process with his or her own sketches, blueprints, and personal biases about facility design. Instead, teachers must be coached and directed to deal at the conceptual level. If the faculty does not get this coaching before educational programming begins, there will be a huge amount of misunderstanding and considerable conflict during the planning process.

    "Clear lines of communication between appropriate personnel must be established early in the project. A single representative from the architectural/engineering firm must be designated to communicate with the school board. Likewise, a single representative of the school board must be designated to communicated with the architectural firm. On some occasion, it may be appropriate for both of these individuals to communicate with others in the opposite group, but those occasions should be rare and must include contact with the proper organization representative.

    "Through these strict lines of communication, we have been very successful in minimizing confusion, side deals, and conflict which can emanate from a school board representative attempting to direct the general contractor or his subcontractors. We have also prevented problems that could arise from representatives of the architectural/engineering firm contracting department chairs, teachers, coaches, and others within the school district.

    "By law, the board of education must approve change orders to the contract. A critical step is presenting the board with enough information for it to understand the change conceptually and the reasons for associated costs. The school board representative must be able to present the material to the board in layman's language.

    "It is important for the board of education and the superintendent to understand in advance the need for change orders. School buildings are of such magnitude that individual change orders can easily reach into the tens of thousands of dollars. Board members, attempting to exercise their responsibility to monitor the expenditure of public funds, can become very concerned about change orders unless they are well schooled in the need for, magnitude of, and frequency of occurrence of change orders.

    "No amount of technology will be useful if teachers are not comfortable with it or do not understand how it can be employed effectively in the classroom. In the same vein, it is important for board members and citizens of the district to understand the value of technology in the teaching/learning process so that parents and board members might accept the cost of building it into educational facilities.

  • Planning the Media Center

  • "We struggled with the issue of separating or joining print and non-print media activities. We concluded that they are different enough to justify different locations. In our case, we have a middle school and a high school under the same roof, but students from the two schools will not interact with each other. Therefore, it is necessary to put a print media center in each school. We decided to put an electronic media center between the buildings to act as the "alpha and omega" for all signals moving in and out of the building.

    "Even had we been building only one school under a single roof, I think it is very likely we would have separated the print and non-print media centers. The activities of a television studio or a mini/mainframe computer facility are very security conscious, quite active, and would in most cases be inappropriately located in a print media center.

  • Soliciting Industry for Help With Facilities Planning

  • "Perhaps the authors approach of convening a workshop for all vendors simultaneously was better than ours. We contacted each of the vendors independently and in several cases found ourselves being contracted by their marketing personnel three to six months later. In several cases, we have received assistance, cash, and hardware. But, of coarse, we are always interested in more interaction between ourselves and our vendors.
  • Creating Educational Specifications

  • "Schools are special places, and they deserve special designs that can make them as functional as possible. We have relied on our architectural firm, which has considerable expertise in planning, and have used our own principals on special assignment as the reality checks and educational leaders for the design of facilities. This process has been very successful for us and we have not found it necessary to employ an outside facilities planner.

    "Each time we build a school, we learn something new and then try to include our discovery in the next facility. Three is always a very healthy interchange between the principal on special assignment and the architectural planning group. We have also used our faculty extensively in the programming, schematic design, and design development phases of planning our schools.

  • Program Management

  • "To date, we have not used construction management personnel as an agent for the school district. Our board of education has preferred to maintain a single general contractor to supervise all subcontractors. In the special case of a high school and middle school we are building under one roof, we are building on a "fast track." Therefore, we have had four single prime (general) contractors, one for each building phase. Specifications for each contractor in sequence were written to insist that an independent surveying firm certify that the completed work of contractor number one met the exact specifications of the architectural firm in order to allow the subsequent contractor to take over his portion of the job, and so on. Although we would not recommend this as the best way to build a school, it has been successful to this point and we have had a minimum of conflict between sequential prime contractors.
  • Hiring Architects and Engineers

  • "We would certainly endorse the author's emphasis on value engineering and phase cost estimating for any significantly large building project. It is critical that the school find a means of accessing objective opinions from qualified third parties to evaluate the design of the school. School personnel could never be as competent in that area as value engineering firms or individuals.

    "We also agree with the author on the importance of choosing an excellent architect and not choosing an architectural firm simply because it is local, is known to board members, or has some means of access to the organization. Competence is the most relevant factor in the selection of the architect. We also agree with the author's evaluation of the responsibility levels for errors and omissions by the architect/engineering firm. School buildings of any size will include errors, and it is important that there be a very firm, written understanding between the architect/engineer and the school district about how to handle them."

    -Thomas F. Wilson, Principal on Special Assignment, Independent School District 196, Rosemount, MN

    Learn how Pittsburgh City Schools has structured their network and client setups for the district.

  •  

    In this Module:

    Strategies and Issues Step-by-Step Staffing Resources

    In the Toolkit:

    Toolkit Home Page Why Change? Why Technology?
    Planning Policy Curriculum and Assessment
    Community Involvement Facility Planning Funding
    Prof'l and Ldrship Development