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Facilities Assessment Panel




              2011 Leadership Weekend
                        Friday, April 29
Panel Participants
 Marty Abrams, Program Co-Chair

 John Wisniewski, CDF, Program Co-Chair

 Stan Polmateer, Program Creator

 Carl Thurnau, PE, SED Liasion

 Judith Johnson, Superintendent (retired),
 Peekskill City SD
Origin of the Program
  • Began in 1999
  • To-date, completed 30 Assessments
  • Variety of Districts Served
   oLarge districts – Peekskill City SD, Yonkers
   oSmall districts – Canastota, Panama CSD
   oBOCES – Monroe BOCES I, Nassau BOCES
Details of the Team
 Tailored to districts’ needs and goals
 ◦ align them with team members' particular strengths,
   customizing each Assessment

 Team includes:
 ◦ Seasoned, experienced facilities professionals
 ◦ Certified Directors of Facilities (CDFs)
 ◦ NY State Education Department, Office of Facilities
   Planning staff member (including Carl Thurnau, PE)
 ◦ Director of Strategic Planning and Development
Details of the Site Visit
A Team of Education and Facilities professionals
travels to district
   tour the buildings and grounds
  interview district stakeholders

The Team works closely with the district's
facilities management staff throughout the
Assessment to discuss and review standards and
best practices.
The Analysis
Conducted using accepted standardized criteria and
data (comparative indices, work standards, systems
analysis, safety and health requirements, managerial
practices, and so on)
 General areas of analysis include:
       • Range of facilities services   • Energy management
       • Budgeting                      • Safety and security
       • Organizational structure       • Health and environmental
       • Staffing levels                  issues
       • Work planning                  • Expectations of
       • Capital planning                 stakeholders
       • Space requirements for         • Quality of service
         facilities functions           • Relationships with school-
       • Equipment needs                  based and community
       • Automated systems                organizations
The Result – A Road Map
 The end product = comprehensive set of
 recommendations for an improved,
 systematized, efficient and cost effective facilities
 management organization

 Designed to help each unique school district
 benefit from efficient and effective facilities that
 support an inviting environment for teaching,
 learning, and sports programs and community
 activities
Post-Assessment
 Provide Final Report

 Maintain Contact with District

 Make Board Presentations
Case Study: Peekskill City SD
• Why a Facilities Assessment with SBGA?

• Post Assessment - What recommendations
  implemented?

• How Program benefited the district?
The Journey




              10
The view from the Ground to
Shovel Ready

 GOAL: Safe, Sound, Contemporary
 Schools that address the needs of all
 students
 Facilities that support the opportunity for
 all students to learn to high standards
The Process
 • Citizens committee
 • Budget analysis
 • External expertise
 • Staffing Analysis
 • Staff interviews
 • Data Collection
 • Bonds for Capital Projects
Continuos Improvement
         vs. Stagnation
Costs vs. Savings
 Energy Efficient environments
Safe environments
Staff competencies
Field Conditions
Aligning facilities to program needs
Reactive vs. Anticipate
The Options: Repair, Renovate,
  Restore, Replace
Repair - upgrade technology systems

Renovate - the fields, science labs, carpeting,
media center, auditorium

Restore - Artifacts

Replace - roofs, a building, a pool, lockers,
carpets, boiler equipment, security systems
15
QUESTIONS &
ANSWERS
Interested?


Contact Association Headquarters
    (518) 465-0563, Ext. 105
         info@sbga.org

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Facilities Assessment Panel Presentation

  • 1. Facilities Assessment Panel 2011 Leadership Weekend Friday, April 29
  • 2. Panel Participants Marty Abrams, Program Co-Chair John Wisniewski, CDF, Program Co-Chair Stan Polmateer, Program Creator Carl Thurnau, PE, SED Liasion Judith Johnson, Superintendent (retired), Peekskill City SD
  • 3. Origin of the Program • Began in 1999 • To-date, completed 30 Assessments • Variety of Districts Served oLarge districts – Peekskill City SD, Yonkers oSmall districts – Canastota, Panama CSD oBOCES – Monroe BOCES I, Nassau BOCES
  • 4. Details of the Team Tailored to districts’ needs and goals ◦ align them with team members' particular strengths, customizing each Assessment Team includes: ◦ Seasoned, experienced facilities professionals ◦ Certified Directors of Facilities (CDFs) ◦ NY State Education Department, Office of Facilities Planning staff member (including Carl Thurnau, PE) ◦ Director of Strategic Planning and Development
  • 5. Details of the Site Visit A Team of Education and Facilities professionals travels to district tour the buildings and grounds interview district stakeholders The Team works closely with the district's facilities management staff throughout the Assessment to discuss and review standards and best practices.
  • 6. The Analysis Conducted using accepted standardized criteria and data (comparative indices, work standards, systems analysis, safety and health requirements, managerial practices, and so on) General areas of analysis include: • Range of facilities services • Energy management • Budgeting • Safety and security • Organizational structure • Health and environmental • Staffing levels issues • Work planning • Expectations of • Capital planning stakeholders • Space requirements for • Quality of service facilities functions • Relationships with school- • Equipment needs based and community • Automated systems organizations
  • 7. The Result – A Road Map The end product = comprehensive set of recommendations for an improved, systematized, efficient and cost effective facilities management organization Designed to help each unique school district benefit from efficient and effective facilities that support an inviting environment for teaching, learning, and sports programs and community activities
  • 8. Post-Assessment Provide Final Report Maintain Contact with District Make Board Presentations
  • 9. Case Study: Peekskill City SD • Why a Facilities Assessment with SBGA? • Post Assessment - What recommendations implemented? • How Program benefited the district?
  • 11. The view from the Ground to Shovel Ready GOAL: Safe, Sound, Contemporary Schools that address the needs of all students Facilities that support the opportunity for all students to learn to high standards
  • 12. The Process • Citizens committee • Budget analysis • External expertise • Staffing Analysis • Staff interviews • Data Collection • Bonds for Capital Projects
  • 13. Continuos Improvement vs. Stagnation Costs vs. Savings Energy Efficient environments Safe environments Staff competencies Field Conditions Aligning facilities to program needs Reactive vs. Anticipate
  • 14. The Options: Repair, Renovate, Restore, Replace Repair - upgrade technology systems Renovate - the fields, science labs, carpeting, media center, auditorium Restore - Artifacts Replace - roofs, a building, a pool, lockers, carpets, boiler equipment, security systems
  • 15. 15
  • 17. Interested? Contact Association Headquarters (518) 465-0563, Ext. 105 info@sbga.org