JACK OCONNELL State Superintendent of Public Instruction 1 Goals Facility Master Plan –What is a Facility Master Plan –Why have a Facility Master Plan

JACK O’CONNELLState Superintendent of Public Instruction

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Goals

Facility Master Plan– What is a Facility Master Plan– Why have a Facility Master Plan– How does CDE use a district’s

Facility Master Plan– How to develop a Facility Master

Plan


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What is a Facility Master Plan

Facility Master Plan—Defined

“A compilation of information,

policies and statistical data about a

school district’s facilities.”


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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.


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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 process—”ownership”

– Bond proposal– School closure– Attendance area changes


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How does CDE use a District’s 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 district’s 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.”


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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 DirectorResponsible for all aspects of plan

• Identify resources• Establish timelines

Committee may includeAdministratorsTeachersClassified staffCommunity members


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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


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Part 1 – Educational Program

A. History and education transition– District history– Historical growth– Changes in program over time


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B. Community of the school district– Economic– Ethnic– Board policies on joint use and community

involvement


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C. Educational Goals and Practices

-What are the goals of the district

• Increase high school graduation?• Increase test scores?• Provide more art and music?


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D. Educational System

Present structure such as:– Grade level groupings– Intervention– Preschool– Adult School– Alternative schools– Charters– Support facilities

• Food service• Warehouse


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Part 2 - Educational FacilitiesA. Evaluation Procedure

What process does the district have for

evaluating facilities?

– Facility Inspection Tool (FIT)– SFPD Form 1.02(e)– Work order system


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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


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How to Develop a Facility Master Plan Part 2 - Educational Facilities

B. Summary of Existing Facilities


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Part 3 – Demographic Study

By others


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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


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Part 4 – Implementation Plan—An Example

Goals for Yeager Elementary School inpriority order

1. Implement full day kindergarten2. Move 6th graders to middle schools3. Provide preschool 4. Reduce number of portables5. Reduce school enrollment to 700 students6. Provide parent room


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Implementation Plan Example

2004-05 2005-06 2006-07 2007-08 2008-09

Kindergarten 120 116 118 114 118

Grades 1-3 350 336 326 320 322

Grades 4-6(5) 372 366 350 240 244

Special Education 10 12 14 13 13

TOTAL 852 830 808 687 697

Projected Enrollment 2004-05 to 2008-096th graders to middle schools starting in 2007-08


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2004-05 2005-06 2006-07 2007-08 2008-09

Kindergarten 120 120 120 60 60

Grades 1-3 200 200 200 200 200

Grades 4-6(5) 210 210 210 210 210


TOTAL 540 540 540 480 480

Permanent Classroom CapacityFull day kindergarten starting in 2007-08


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2004-05 2005-06 2006-07 2007-08 2008-09


Grades 1-3 140 140 60 60 60

Grades 4-6(5) 180 180 90 30 30


TOTAL 320 320 150 90 90

Portable Classroom CapacityRemoval of portables to start in 2006-07


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2004-05 2005-06 2006-07 2007-08 2008-09


Grades 1-3 340 340 260 260 260

Grades 4-6(5) 390 360 300 240 240


TOTAL 860 830 690 570 570

Total Classroom Capacity


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2004-05 2005-06 2006-07 2007-08 2008-09

Kindergarten 0 -4 -2 54 58

Grades 1-3 10 -4 66 60 62

Grades 4-6 -18 6 50 0 4


TOTAL -8 0 118 117 127

Needed Classroom Seats


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Part 4 – Implementation Plan—An 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.


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Part 5 – Evaluation Plan

– Updating the Long Range Facilities Plan

– Annual review of data and statistics andpolicies

– Aids in evaluation of facility needs of newprograms

– Resources for review and update


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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


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Interaction of Masterplan and Educational Specifications

Common features include:

• Grade configuration

• Program needs

• Educational goals


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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/devguidelng.pdf

• Other:– National Clearinghouse for Educational Facilities

http://www.edfacilities.org/index.cfm


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Contacts

California Department of EducationSchool 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

Documents

JACK OCONNELL State Superintendent of Public Instruction 1 Goals Facility Master Plan –What is a Facility Master Plan –Why have a Facility Master Plan