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DOCUMENT RESUME ED 434 489 EF 005 517 TITLE Data Collection Training and Procedures Manual. Building & Educational Technology Assessment. Revised Edition. INSTITUTION Texas Education Agency, Austin. PUB DATE 1990-01-04 NOTE 131p.; Project managed by 3DI, Inc., Houston, TX. 3DI Project No.P2001.00. PUB TYPE Guides Non-Classroom (055) Reports Descriptive (141) EDRS PRICE MF01/PC06 Plus Postage. DESCRIPTORS *Data Collection; Educational Technology; Elementary Schools; Elementary Secondary Education; Methods; *Public Schools; Secondary Schools IDENTIFIERS *Inventory of Assets; *Texas ABSTRACT A manual has been designed to assist Texas Education Agency investigators in their attempt to take a state-wide inventory of elementary and secondary school facilities and educational technology. This manual examines data collection activities, data storage and maintenance, deliverables, and reporting. Every campus is expected to be inventoried including a room by room inventory of size and condition, a condition rating of all building systems, and an inventory count of computers, printers, and other technical equipment they contain. The methodology for data collection includes the use of high school students to perform measuring, counting, and other non-subjective data collection activities in order to limit undue burden on district staff. Students are to be monitored during survey activities by professionals, and individual rooms are to be inventoried after school hours to minimize disruption of classes. Appendices, comprising half the manual, provide data collection instruments, a sample pre-visit package, a glossary of terms, intended room use codes, a sample progress reporting system, an educational adequacy questionnaire, and field test results. (GR) ******************************************************************************** Reproductions supplied by EDRS are the best that can be made from the original document. ********************************************************************************

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Page 1: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

DOCUMENT RESUME

ED 434 489 EF 005 517

TITLE Data Collection Training and Procedures Manual. Building &Educational Technology Assessment. Revised Edition.

INSTITUTION Texas Education Agency, Austin.PUB DATE 1990-01-04NOTE 131p.; Project managed by 3DI, Inc., Houston, TX. 3DI

Project No.P2001.00.PUB TYPE Guides Non-Classroom (055) Reports Descriptive (141)EDRS PRICE MF01/PC06 Plus Postage.DESCRIPTORS *Data Collection; Educational Technology; Elementary

Schools; Elementary Secondary Education; Methods; *PublicSchools; Secondary Schools

IDENTIFIERS *Inventory of Assets; *Texas

ABSTRACTA manual has been designed to assist Texas Education Agency

investigators in their attempt to take a state-wide inventory of elementaryand secondary school facilities and educational technology. This manualexamines data collection activities, data storage and maintenance,deliverables, and reporting. Every campus is expected to be inventoriedincluding a room by room inventory of size and condition, a condition ratingof all building systems, and an inventory count of computers, printers, andother technical equipment they contain. The methodology for data collectionincludes the use of high school students to perform measuring, counting, andother non-subjective data collection activities in order to limit undueburden on district staff. Students are to be monitored during surveyactivities by professionals, and individual rooms are to be inventoried afterschool hours to minimize disruption of classes. Appendices, comprising halfthe manual, provide data collection instruments, a sample pre-visit package,a glossary of terms, intended room use codes, a sample progress reportingsystem, an educational adequacy questionnaire, and field test results. (GR)

********************************************************************************

Reproductions supplied by EDRS are the best that can be madefrom the original document.

********************************************************************************

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00

.7r

/I I ie P.e dtt

Data CollectionTraining and Procedures Manual

3D1, Inc.BETA Project Management1900 West Loop SouthSuite 500Houston, Texas 77027

(713) 871-7300

3DI Project No. P2001.00

Texas Education AgencyBuilding & Educational Technology Assessment

U.S. DEPARTMENT OF EDUCATIONOffice of Educational Research and Improvement

EDUCATIONAL RESOURCES INFORMATIONCENTER (ERIC)

lThis document has been reproduced asreceived from the person or organizationoriginating it.

0 Minor changes have been made toimprove reproduction quality.

Points of view or opinions stated in thisdocument do not necessarily representofficial OERI position or policy.

PERMISSION TO REPRODUCE ANDDISSEMINATE THIS MATERIAL HAS

BEEN GRANTED BY

361^ AA4c.pI4

TO THE EDUCATIONAL RESOURCESINFORMATION CENTER (ERIC)

1

EST COPY AVAILABLE

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3D1/ BETA Project Management Table of Contents

Table of Contents

Introduction

Overview 1

Purpose 2Project Organization 2Project Team 3Data Collection Team Roles 4

Initial Activities

Initial Contact 6Pre-Visit Package 7Follow-Up 8Inventory Package Assembly 9

Data Collection Activities

Pre-Inventory Activities 10Professional Evaluation 11Student Involvement 12Data Collection Instruments 12Completing the Forms 13

Form A - Site/Outdoor Area Profile 13Form Bi - Architectural/Structural System Profile 17Form B2 - M/E/P Systems Profile 19Form B3 - Alternate Campuses at Buildings 20Form C - Indoor Instructional Space Profile 21Form D - Educational Technology Profile 24Form E - Comments 28Form X - District Ancillary Buildings 29

Post Inventory Activities 30

Data Storage and Maintenance

PC Based Data Storage System 31Document Accountability/Project Files 31

Deliverables

Semi-Monthly Status Report 33Inventory Data - Data Collection Forms 33Inventory Data - Electronic Format 33Campus/Building Plans 33District Maps 34Completed Questionnaires 34Existing Inventory Information 34Photographs/Tapes 34

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3DI / BETA Project Management Table of Contents

Reporting

Semi-Monthly Status Report 35Pay Requests 35

Appendix

Appendix A Data Collection InstrumentsAppendix B Sample Pre-Visit PackageAppendix C Glossary of TermsAppendix D Intended Room Use CodesAppendix E Sample Progress Reporting SystemAppendix F Field Test Results

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3DI / BETA Project Management Introduction

Overview

The Texas Education Agency is currently embarking on a state-wideinventory of school facihties and educational technology. TheBuilding & Educational Technology Assessment, or BETA project,will involve teams of professionals visiting each district across thestate to collect the information. The inventory is required by law andis in response to Senate Bills 1019 and 650 passed by the 71stLegislature. The goal of the project is to create a base-line inventoryof specified facility and technology elements to support TEA andlegislative decision making on educational funding and thedevelopment of standards.

TEA has hired 3DI, Inc. of Houston as project manager to managethe overall inventory effort. Separate contracts will be awarded forboth the data collection and the development of an automateddatabase to store and maintain the data.

Every campus in the state of Texas will be inventoried and willinclude a room by room inventory of size and condition, a conditionrating of all building systems (structural, roofing, mechanical,electrical, etc.) and an inventory count of all educational technology(computers, printers, etc.).

The methodology for collecting the information includes the use ofhigh school students to perform measuring, counting and other non-subjective data collection activities. This not only enhances thecurriculum of the students, but also minimizes the cost ofprofessional labor to the state. The students will be monitored bythe professionals during the survey activities. The intent of theinventory is to collect as much facilities and technology informationas possible without placing undue burden on district staff.

The inventory will be conducted both during and after school hours.The professionals with the data collection firms will analyze thecondition of the building, building systems, and campus site duringschool hours. The individual rooms will be inventoned after schoolto minimize disruption of classes.

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3DI / BETA Project Management Introduction

Purpose

The purpose of the BETA project Data Collection Training andProcedures Manual is to assist and instruct all data collection teammembers on carrying out their individual responsibilities and toassure TEA that consistent services and data will be providedthroughout the BETA project. The manual has been written inclear, simple terms to provide concise, easy to follow instructions toeach team member.

The manual has been divided into seven sections including thisIntroduction, Initial Activities, Data Collection Activities, Data Storageand Maintenance, Deliverables, Reporting and an Appendix. TheAppendix includes the Data Collection Instruments (A), a SamplePre-Visit Package (B), a Glossary of Terms (C), a List of IntendedRoom Use Codes (D), a Sample Data Collection Progress ReportingSystem (E) and results from the Field Test (F).

Project Organization

The following chart reflects the organization for the BETA datacollection effort:

TEA BETAPpect Meetestretor

Din Fire=Principaltottem

Rat &hippy*

Project Derider

Mark 'rend

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3DI / BETA Project Management Introduction

Project Team

The project team consists of the Division of Resource Planning forTEA, 3DI, data collection firm(s), a PC based system developmentfirm and a mainframe automated system development firm. Eachschool district across the state also plays a key role in the successfulcompletion of this project.

Client The Texas Education Agency's Division of Resource Planning willcoordinate the project efforts of TEA's PEIMS Division,Information Systems Group and the Division of EducationalTechnology. Key positions within TEA are:

Deputy Commissioner of Research and DevelopmentDirector, Division of Resource PlanningProject Administrator, Division of Resource PlanningPoint of Contact, PEIMSPoint of Contact, Information SystemsPoint of Contact, Educational Technology

3DI, Inc., of Houston, was retained in October of 1990 to serve as anextension of TEA's staff in managing and coordinating the datacollection and automated system development efforts. 3DI is alsoresponsible for developing the project methodology, schedules,budgets and RFP's for hirmg the other consultants. Key positionswithin 3DI's management team are:

Project DirectorPrincipal in ChargeRegional Inventory ManagerAutomated System Development ManagerProject SchedulerProject Estimator

Data Collection Data collection firm(s) will be contracted to collect theFirm(s) facilities and technology information at each campus. Each data

collection firm will be responsible for the planning and execution ofthe facility and educational technology inventories within theirrespective geographic contract region(s). Key positions within thedata collection firm(s) are:

Project ManagerArchitectural/Structural ProfessionalMechanical/Electrical/Plumbing ProfessionalDistrict LiaisonData Input Technician

Project Management

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3DI / BETA Project Management Introduction

School Districts

Project Manager

Every school district in the state will be the focal point of thisinventory effort. The cooperation of each district is vital for BETAto be a success. The data collection firms will work closely with theschool districts in coordinating the inventory of each school. Keyplayers at the district level are:

SuperintendentAsst. Superintendent (or Business Manager)PrincipalMedia or Technology DirectorMaintenance SuperintendentHigh School Students

Data Collection Team Roles

The following paragraphs describe the roles of each of the datacollection team members.

The project manager for the data collection firm will provideoversight and quality control for the data collection effort. Thismanager will control the data collection efforts for specificgeographic regions.

Data Collection The data collection firm is responsible for providing twoProfessionals professionals, an architectural/structural professional and a

mechanical/electrical/ plumbing professional for the inventorycollection process. The data collection team is responsible forproviding expert evaluations of building systems and subjectiveanalysis for condition ratings.

In addition to items noted on the forms the professionals areexpected to evaluate the buildings in terms of health, fire and lifesafety. If any code violations are seen they should be noted. Theprofessionals are also responsible for noting any unusual conditionsor potentially costly repair items.

District Liaison A district liaison will be assigned by each data collection firm. Thedistrict liaison is the primary point of contact between the datacollection team and the school district. Additionally, the districtliaison is responsible for receiving and transmitting all inventorydata.

Responsibilities of the district liaison include initial contact with thedistrict, the scheduling of all inventory activities, delivery of the pre-visit package to the district, monitoring of the pre-visit districtinformation collection and assembly of an inventory package toaccompany the inventory teams on the survey. The district liaison isalso responsible for receiving inventory data from the teams once adistrict inventory is complete and forwarding the data to the datainput technician for entry into the PC based data storage system.

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3DI / BETA Project Management Introduction

Data Input Technician

High School Students

Each data collection firm will be responsible for providing a datainput technician to enter all inventory data into the PC based datastorage system.

As discussed earlier, high school students will assist the inventoryteams in measuring room space and collecting otherwise non-subjective room information at each campus. Assignment ofstudents will be the responsibility of the district. The data collectionfirm will be responsible for payment to the students.

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/ BETA Project Management Initial Activities

Prior to the data collection teams arriving onsite, there are certainpreparatory activities that must be accomplished by the districtliaison. These activities fall into four basic categories: initialcontact, scheduling inventories, pre-visit package and follow-up.

Initial Contact

The primary responsibility of the district liaison is to ensure that thedistncts are prepared for the data collection teams when they arrive.Initial contact with each district will be made by the Texas EducationAgency. The Division of Resource Planning will forward a letter toeach district describing the BETA project and the role that thedistricts will have in the effort. The correspondence will also informthe district that a district liaison from the data collection firm will beestablishing contact with the district to coordinate the inventory andcollect district-generated information needed for the inventory.

Point of Contact Once the TEA project administrator has made initial contact witheach district, the district liaison will call the district to:

Scheduling Inventories

introduce the data collection firmexplain the inventory processidentify a point of contact from the district for handling allcommunication and information gathering

The district contact will either be the superintendent, assistantsuperintendent, business manager or other designated district staff.Once the point of contact has been established, the district liaisonwill contact that person to explain the pre-visit package and discuss atentative inventory date.

The district liaison will prepare a schedule of events for theinventory of each district. The schedule of events must address thefollowing (at a minimum):

date on which the pre-visit package will be mailed to eachdistrict.date on which the response to the pre-visit package is due backfrom each district.date(s) on which each district will be inventoried. Largerdistricts will be divided into sub-districts and each sub-districtwill be scheduled individually.scheduled time for the initial meeting between the inventoryteam and district staff.blackout days at each campus when inventory activities cannotbe conducted such as holidays, vacations, testing days, etc.events at the school which would inhibit or limit inventoryactivities such as meetings, athletic events, programs, nightschool, etc. .

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3DI / BETA Project Management Initial Activities

date on which each deliverable will be submitted to the 3DIregional manager.

The district liaison will also be responsible for establishing andmaintaining the initial detailed schedule for each geographic regionassigned to the data collection firm. The schedule must reflectdetail at the district level. Once initial contact has been made and adate has been established for the inventory, the district liaison willupdate the detailed schedules with current information. Anyrevisions to the detailed schedule must then be submitted to the 3DIregional manager for incorporation into the overall master schedule.Recovery plans will be required if the data collection firm fallsbehind schedule. Since funding for the BETA project expires onAugust 31, 1991, the date of completion can not be extended.

Pre-Visit Package

A pre-visit package will be sent to each district requesting certaininformation necessary for the data collection teams to complete theinventory. The district liaison is responsible for coordinating thedelivery of the package to each school district. The package shouldbe sent a minimum of four to six weeks prior to the data collectionfirm arriving on location.

The pre-visit package sent to each district will include requests forthe following information:

name of designated district contact with a phone number. Analternate or backup is also suggested in the event the primarycontact is unavailable.provisions to obtain access to all areas of the campus.district road map locating all district campuses and AncillaryBuildings.list of all campuses and Ancillary Buildings with addresses,acreage, person to contact at each campus (principal) andphone numbers.campus plans locating all buildings and including (at aminimum):o Pre-assigned building numbers

Pre-assigned room numbersYear of construction and year of last major renovation foreach area within a building (if different).

information for each campus for entry onto Form A including:o Acreageo Water source

Sewage treatmento Type of security.

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3D1/ BETA Project Management Initial Activities

existing inventories or survey reports that will support the datacollection effort such as:

Fixed asset inventory for educational technology equipment(sorted by campus)Roof surveysMechanical, electrical or plumbing studies or surveysEnergy management studiesOther pertinent existing surveys.

list of campuses that share buildings with a primary campus.Shared buildings are defined as those buildings which furnishthe same services to two or more campuses (i.e.- cafeterias,gymnasiums, libraries, etc.). This information will be enteredon Form B3 which lists buildings that are located on a primarycampus and shared by other campuses.educational adequacy questionnaire (voluntary).preferred method of student payment. This will be either adonation to a specified student organization or club or directpayment to the students at $5 per hour.assignment of students and personnel to assist the datacollection team.provisions for transportation of the students.list of "blackout" days or times when inventory teams cannotvisit campuses due to previously scheduled school functions.

The package will also include:

copy of the data collection instruments for district informationpurposes only. A message should be printed on the formsstating, "Not for District Completion, This form is for use by thesite visit team only".copy of the student training video tape for the district toadminister to the assigned students prior to the team arriving.The tape should be received by the data collection team at thetime of the inventory and returned to the 3D1 regionalmanager.

A sample pre-visit package has been included in Appendix B. Thisformat must be strictly adhered to, as it has been field tested andproven successful.

Follow-Up

The district liaison will monitor the district's progress in assemblingthe information requested in the pre-visit package. This will involvefollow-up calls to the district contact to ensure that there are noproblems encountered. The school districts must be given ampletime to review and respond to the pre-visit packages. As statedabove, the package should be mailed to the district contact aminimum of four to six weeks in advance of the scheduled inventorydate.

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3DI / BETA Project Management Initial Activities

Inventory Package Assembly

The district liaison is responsible for assembling all informationreceived from the district and relaying it to the data collectionteam(s). Once all of the required information has been received, thedistrict liaison will transfer appropriate information to forms andassemble a package to accompany the inventory team to the site.This will minimize the amount of professional man-hours spent ateach campus.

Information to be included in the package includes:

all partially completed forms containing information receivedfrom the districtadequate quantities of blank formsdistrict mapnames of contacts and phone numberscampus and building plans with room and building numberspre-assignedexisting inventories and surveys collected from the districtselected campus(es) for Fixed Asset Inventory verification.The professionals will be responsible for verifying theeducational technology information in the fixed asset inventoryat one campus. For larger districts, one campus out of everytwenty (20) must be verified.funds for compensating students or student organizationspaperwork for students to fill out, if compensation is on anindividual basis. This paperwork will include:o Form 19 which ensures that all students are of legal working

ageo W4 Form for each student to fill out as an employee of the

data collection firmo Proof of insurance in the event that compensation is handled

by direct payment to the students. Liability coverage for thestudents must by covered by the data collection firm'spolicy.

The information received from each school district may vary slightly.The professional must be prepared to collect any information thatthe district may not have been able to provide in response to thepre-visit package.

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3D1 / BETA Project Management Data Collection Activities

Once all pre-visit and preparatory activities have been completed bythe district liaison, the onsite data collection activities willcommence on the scheduled date. As discussed earlier, datacollection professionals assisted by high school students will beresponsible for collecting all required data. Described below are theresponsibilities of both the professionals and the students.

Pre-Inventory Activities

Initial District A meeting with the district representative will be held priorMeeting to the start of inventory activities. The meeting is scheduled by the

district liaison (see Initial Activities). Items that must be addressedat the meeting are as follows:

questions regarding responses to items on forms for districtfacilitiesverification of the number of students available for theinventory and submittal of student compensation to districtcontactdate on which the fixed asset inventory for educationaltechnology was last updated and any technology items addedsince the last update (if not available at this level, ask atcampus level)district facility concerns

In addition to meeting with the designated district contact beforethe inventory begins, the data collection team must meet with eachprincipal, or other designated contact, at each campus to discuss thefollowing:

items on forms that the principal needs to addresstechnology questions that could not be addressed by thedistrict contact (Form E)facility problems or concerns that should be seen and notedverification of the campus/building plansnecessary last minute coordination

Activities that must be completed onsite before the actual inventorycan commence are as follows:

assignment of students for the room by room inventoryassessment.if students are being paid individually, the necessary paperworkmust be completed at this time. No work can begin until this isfinished.

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3DI / BETA Project Management Data Collection Activities

Professional Evaluation

The data collection firm is responsible for providing a datacollection team for each district consisting of: 1) an architectural/structural professional, and 2) a mechanical/ electrical/plumbingprofessional for the inventory. The data collection team isresponsible for providing expert evaluations of building systems andsubjective analysis for condition ratings.

General Recommendations Since there is limited time at each campus for the inventoryactivities, the inventory must be as efficient as possible withoutcompromising the quality of the data collected. There are severalrecommendations for minimizing time spent for both the evaluationof the buildings and the completion of the forms. They are asfollows:

cameras and tape recorders are appropriate devices to be usedduring the site visit to document areas of concern and to helpexpedite the inventory process. Although usage of thesedevices is not required, it is recommended any photographstaken be included with the deliverables for reference purposes.attempt to complete the professional evaluation for as manycampuses as possible in the immediate area prior to the end ofthe school day when the room evaluation begins.before the room inventory and evaluation begins, briefly meetwith the assigned students to review the use of the measuringinstruments and answer any questions that they may have.kitchen areas, locker rooms, administrative offices may beentered as a one area and not by individual rooms. The onlyexception is the nurse's or health clinic and counselors' officeswhich must be identified separately.when a row of classrooms are identical in size, condition andfixture counts, it is not necessary to measure and count eachroom individually. The professional may briefly examine therooms to verify that the rooms are identical and note as such.verify that the building floor plans are correct. Revise theplans and add room numbers as necessary. Draw in any roomsthat do not appear on the plans.

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3D1/ BETA Project Management Data Collection Activities

Student Involvement

Students will be responsible for taking measurements and helpingthe professional count various room elements. Professionals willcomplete all forms, analyze the condition rating for rooms andmonitor the work of the students.

The use of students accelerates the inventory process and decreasesthe cost of labor at each campus. Assignment of students, method ofpayment and transportation will already be determined beforecommencement of the room by room inventory.

There will be two students for every professional. The students willbe responsible for measuring all rooms and for assisting theprofessional in counting the following items:

duplex electrical outletscable outletstelephone jacksdrinking fountainssinkstoilet fixturesgas jets

The students will view a training video prior to the professionalsarriving at the campus. This video will instruct the students on howto use the measuring instruments and instruct them on the processfor counting certain room elements. The professionals should beprepared to quickly review the procedures and answer any questionsthe students might have. The professionals will also need to assistthe students in measuring odd shaped rooms that are not covered inthe video.

Data Collection Instruments

A comprehensive set of data collection instruments have beendeveloped for the BETA project. The professionals will have fullresponsibility for completing the required data collectioninstruments at each district. A set of forms must be completed foreach campus. The data collection instruments or forms are asfollows:

Form A Site/Outdoor Area ProfileForm B1 Architectural/Structural System ProfileForm B2 M/E/P Systems ProfileForm B3 Alternate Campuses at BuildingsForm C Indoor Instructional Space ProfileForm D Educational Technology ProfileForm E CommentsForm X District Ancillary Buildings

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3DI / BETA Project Management Data Collection Activities

Form A - Site/Outdoor Area Profile

Each form must be completed in its applicable entirety and reviewedby the project manager, or other independent source, for an qualitycontrol.

It may be necessary to use more than one copy of each formespecially form C. Form X is used for district Ancillary Buildings.More than one form X may need to be filled out for the district.

Please print legibly for accurate input into the PC based computerprogram and every entry field must be answered.

All code values for applicable entry fields on the forms appear onthe reverse side of the form. These values must be adhered tostrictly. In the event that a condition is encountered that does notappear as an available code, the "other" code value may be used. Ifthe "other" selection is used in any of the coding, a description shouldbe provided on Form E - Comments to explain the conditionspecifically.

Rating codes have been established for evaluating all buildingsystems and room conditions. These codes must be adhered tostrictly and are explained on the reverse side of each applicableform. A rating code of "0" is to be used only in the event that thefeature being rated is "None" or "Not Applicable".

Every form must have the following information for identification:

Survey Date: date on which the inventory takes place.Contact: person from which information was received at thatcampus or district (last name, first initial).Surveyor: professional completing the form (last name, firstinitial).Reviewed By: person from data collection firm reviewing theform for quality control (last name, first initial).Date: date on which the quality control review takes place.

Completing the Forms

This form is used in collecting data about the site conditions andoutdoors areas for each campus. The district is providing a portionof the information and the professional will be responsible forcollecting all remaining information during the inventory visit. FormA will be used to collect the follow information:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: A pre-assigned, state designated threedigit number for each campus within a district. This field

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should already be completed by the district liaison. Thecampus number entered on Form A is the primary campus.Primary campus can be defined as the campus responsiblefor maintenance of all buildings, in the event there aremultiple campuses sharing facilities on a common site. Inthe case where multiple campuses are collocated, thecampus housing the higher grade level is the primarycampus.

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, since thisdata has never been collected before, all entnes will be "1".

4. Other Campuses Sharing this Site: In the instance wheremore than one campus share common facilities the threedigit codes of the other campuses are recorded here. Thefollowing decision rules apply in the event that there aremultiple campuses sharing buildings:

If two campuses with separate buildings share a siteand have the same address only one Form A iscompleted. The primary campus is entered intoItem 2 and the other campus is entered in Item 4.If two campuses are on the same site, but they havedifferent addresses, a separate Form A iscompleted for both campuses.In both of the above instances, all remaining formsare completed for both campuses at the site (B1,B2, B3, C, D, E).If two campuses share the same building, only oneForm A is completed with the primary campusentered into Item 2 and the secondary campusentered in Item 4. Form B3 will identify thebuilding shared by both campuses (see Form B3instructions).

5. District Name: The name of the school district. Thisinformation should already be entered by the districtliaison. If the district name has not been entered on theform, it is the responsibility of the professional to completethis information.

6. Campus Name: The name of the campus. Thisinformation should already be entered by the districtliaison. If the campus name has not been entered on theform, it is the responsibility of the professional to completethis information.

7. Street Address: The street address for the campus shouldalready be entered by the district liaison. If the streetaddress has not been entered on the form, it is the

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responsibility of the professional to complete thisinformation.

8. City: A component of the address that should be enteredby the district liaison. If the city has not been entered onthe form, it is the responsibility of the professional tocomplete this information.

9. Zip Code: A component of the address that should beentered by the district liaison. If the zip code has notbeen entered on the form, it is the responsibility of theprofessional to complete this information.

10. Total Acreage: The acreage for the campus should beprovided by the school district and entered onto the formby the district liaison. If the total acreage has not beenentered on the form, it is the responsibility of theprofessional to complete this information.

11. Campus Layout: This item describes the campus as asingle building or multi-building layout. This is also used todescribe a school within a school (i.e.- magnet campuslocated within a primary campus building). The options fortype of campus layout appear on the back of the form.

12. Water Source: Select whether the campus water isprovided by the city, private well, private service or if thereis no water at the campus. This information shouldalready be completed by the district liaison. If the watersource has not been entered on the form, it is theresponsibility of the professional to complete thisinformation. In the instance where a campus may havetwo sources, choose only the primary source.

13. Sewage Treatment: Select whether the campus sewageservice is provided by the city, on-site plant, septic tank,private contractor or if there is no sewage treatment at thecampus. This information should already be completed bythe district liaison. If the sewage treatment has not beenentered on the form, it is the responsibility of theprofessional to complete this information. In the instancewhere a campus may have two sources, choose only theprimary source.

14. Site Drainage: Select whether the site is drainingadequately or inadequately. It may be necessary to ask thecontact at the campus if there have been any drainageproblems.

15. Site Fencing: Note whether the campus has complete,partial or no site fencing. This does not include security

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fencing around the front of the school (this specializedcase should be noted on Form E - Comments).

16. Campus Security: Select the primary source of campussecurity as an alarm system, campus police or securityguard. There may be instances where one building on acampus has an alarm system, but the remaining only use asecurity guard. In this case the security guard is theprimary source. Information should be provided by theschool district.

17. Access Between Buildings: For multi-building campuses,describe the access between the buildings as improved(paved/wood/etc.) or not improved. Not applicable is usedon single building campuses and where there are norelocatable buildings.

18. Percent of Access that is Covered: Professional to providean estimated value for percentage of the walkway betweenbuildings that is covered. Use 000 for none.

19. Parking Lot Surface: Note the type of surface coveringthe majority of the campus parking. None is used whenthere is no designated lot or when parking occurs on grassor on unimproved areas. Improved refers to a cleared,graded area with an adequate base material such as gravelor shale. Paved refers to concrete, asphalt or other typesof paving.

20. Adequate Parking Spaces: Note whether the quantity ofparking spaces available appears to be adequate. ThisInformation should be provided by the campusrepresentative.

21. Lighted Parking Lot: Note whether the parking lot islighted. In the case of multiple lots, note the mostprevalent condition.

22. Type of Outdoor Area: Other areas on the campusgrounds need to be documented such as athletic fields,recreational courts and playgrounds. Quantity is notnecessary. Multiple stadiums and playgrounds do,however, need to be noted separately. In the case ofplaygrounds, address them separately only if their featuresand ratings differ greatly. In most cases, the predominatecondition among multiple playgrounds is adequate for thisstudy. The same applies for the athletic fields. Use code99 - Other if an area cannot be classified under any of thecodes provided and make note on Form E - Comments onthe description of the unique area.

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23. Surface of Outdoor Area: Note the predominate type ofsurface at each outdoor area. A rating code must also begiven for each surface noted. The codes for all types ofsurfaces appear on the back of the form.

25. Outdoor Area Covered: Note whether the outdoor area iscovered.

26. Outdoor Area Lighted: Note whether the outdoor area islighted. In the case of multiple areas (playgrounds) recordthe most predominant condition.

27. Seating Capacity: Note the estimated capacity of thebleachers at stadiums and playing fields only. Seating atpractice fields is not required. This information should beprovided by the district or campus staff. A rating of theseating (bleachers) must be provided.

Form B1 - Architectural/ The architectural/structural professional is responsible forStructural System evaluating the building structure, foundation, exterior wall, roofing,

Profile conveying systems and handicap adequacy for each campus. Codeviolations should also be noted. Examples of common codeviolations include dead end corridors, inadequate number of exits,inadequate storage of chemicals or flammable materials and anyother observed code violations. A line entry must be completed foreach building within a campus. Form B1 will be used to collect thefollow information:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: A pre-assigned, state designated threedigit number for each campus within a district. This fieldshould already be completed by the district liaison.

Campus Name: The name of the campus appearing onthe corresponding Form A. This field is for referenceonly and will not be entered into the database.

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, since thisdata has never been collected before, all entries will be "1".

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4. Building Description: If a building description has notalready been assigned by the campus, a description mustbe assigned by the professional. Building description is foridentification purposes only. Examples of commonly useddescriptions are:

MainClassroomGymnasiumField HouseBand Hall

Re locatable buildings should always be called relocatable.There can be more than one building on a campus with thesame description. For example, there may be fiverelocatables and three classrooms. For a single buildingcampus "Main" would be the best description.

5. Building Number: This information should be provided bythe district and noted on the campus plan which is given tothe district liaison. If this information is not completed,the district liaison will assign a number and note it on thecampus/building plan.

6. Re locatable: Note whether the building is a relocatable.Re locatable is defined as a structure of temporaryconstruction which can be moved to another location.Many relocatables are built onsite but are still consideredtemporary construction.

7. Number of Stories: Note the number of floors in thebuilding.

8. Structure: Note the type of structure for the building. Inthe case of a relocatable, enter "0".

10. Foundation: Note the type of foundation for eachbuilding. In the case of a relocatable, use code 0.

12. Exterior Finish: Note the most prevalent type of exteriorfinish on each building.

14. Window Operation: Note the majority of the windowoperation as either operable or fixed. Enter 0 if there areno windows in the building.

15. Window Type: Note the type of glazing used in themajority of the windows. Enter 0 if there are no windowsin the building.

17. Roof Design: Note the roof design as pitched, flat or acombination of both.

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Form B2 - M/E/PSystems Profile

18. Roof Material: Note the roofing material used at eachbuilding.

20. Conveying Systems: Note if elevators or escalators exist inthe building.

22. Handicap Accessibility: Note if handicap requirementswithin the building appear to be adequate.

The mechanical/electrical/plumbing professional is responsible forevaluating the heating and cooling systems, interior lighting, firealarm and fire protection for each building at a campus. As theevaluation is being conducted, fire and life safety issues and codeviolations should also be noted and entered on Form E - Comments.

Form B2 is used for collecting the following information:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: A pre-assigned, state designated threedigit number for each campus within a district. This fieldshould already be completed by the district liaison.

Campus Name: The name of the campus appearing onthe corresponding Form A. This field is for referenceonly and will not be entered into the database.

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, since thisdata has never been collected before, all entries will be "1".

Building Description: This item should correspondwith the description entered on Form B1 for the samebuilding and is for reference purposes only.

4. Building Number: This information should be provided bythe district and noted on the campus plan which is given tothe district liaison: If this information is not completed,the district liaison will assign a number and note it on thecampus/building plan.

5. Fuel Source: Note the type of primary fuel being used forheating.

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Form 83 - AlternateCampuses at Buildings

6. Heat Medium: Type of medium being used to carry heatthroughout the building. In the case of two mediums, usethe most prevalent.

7. Heat Distribution: Manner in which heat is beingdistributed throughout the building.

9. Cooling System: Primary type of system being used in thebuilding for cooling.

11. Interior Lighting: Type of light fixture which is mostpredominant throughout the building. An overallcondition rating of the building lighting system is required.Adequacy is addressed on a room by room basis.

13. Emergency Lighting: Note whether the building hasemergency lighting.

14. Intercom: Note if the building has an intercom system andwhether it is a one-way (to rooms only) or two-way (to andfrom rooms) system.

15. Fire Alarm System: Note if the building has a fire alarmsystem.

16. Fire Protection System: Note the primary type of fireprotection for the building with sprinkled being the highestpriority. If there is a standpipe with fire extinguishers,enter standpipe as the primary system.

17. Plumbing: Give the plumbing in each building a conditionrating. If there is no plumbing use the rating code 0 - NotApplicable.

Information concerning multi-campus shared buildings is enteredon Form B3. This form should be filled out for every campus andevery building on that campus whether it has shared facilities or not.A primary campus is entered and campuses that share primarycampus buildings are entered on the form as follows:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Primary Campus Number: A pre-assigned, statedesignated three digit number for each campus within adistrict. This field should already be completed by thedistrict liaison. This number is the primary campus towhich the buildings are assigned.

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Campus Name: The name of the primary campusappearing on the corresponding Form A. This field isfor reference only and will not be entered into thedatabase.

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, since thisdata has never been collected before, all entnes will be "1".

Building Description: This item should correspondwith the description entered on Form B1 for the samebuilding and is for reference purposes only.

4. Building Number: This information should be provided bythe district and noted on the campus plan which is given tothe district liaison. If this information is not completed,the district liaison will assign a number and note it on thecampus/building plan.

5-9 Other Campus Number: Fields 5 through 9 are forspecifying campuses that share a specific building.

J

Form C - Indoor Form C collects information gathered in the room by roomInstructional Space inventory of indoor instructional space. Every room must be

Profile identified, inventoried and given a condition rating. The onlyexception to the room by room requirement are administrativeareas, kitchens and locker rooms where the area may be measuredand inventoried as a whole. It will be necessary to inventory healthclinics, and counselors' offices separately should they fall within anadministrative space.

The information generated on this form will be used in analyzing theamount of current space available and features and condition withinthe space to be utilized in the establishment of educational facilitystandards. Information collected on Form C is as follows:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: A pre-assigned, state designated threedigit number for each campus within a district. This fieldshould already be completed by the district liaison.

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Campus Name: The name of the primary campusappearing on the corresponding Form A. This field isfor reference only and will not be entered into thedatabase.

Building Name: This item should correspond with thebuilding description entered on Form B1 for the samebuilding and is for reference purposes only.

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, since thisdata has never been collected before, all entnes will be "1".

4. Building Number: This information should be provided bythe district and noted on the campus plan which is given tothe district liaison. If this information is not completed,the district liaison will assign a number and note it on thecampus/building plan.

5: Room Number: This information should be provided bythe district and noted on the building floor plan which isgiven to the district liaison. If this information is notcompleted, the district liaison will assign a number andnote it on the building floor plan. If a room is encounteredthat does not appear on the floor plan, the professionalwill sketch the room onto the floor plan and assign it aroom number. Suffixes can also be used wherevernecessary (i.e.- closet within room #101 can be called#101A).

6. Floor Level: The floor level (or story) on which the roomis located.

7. Room Area: The measured room size in square feet to beperformed by the students and called out to theprofessional.

8. Intended Use: Refers to the intended use (not currentuse) of each room. Choose from the list of intended roomuse codes included in Appendix D for the code which bestfits each room. The "other" code should only be used as alast resort. If the "other" code is used, please note theunique room use on Form E - Comments. Intended use isimportant for the analysis of available space. For example,a classroom being used as a storage room must still benoted as classroom.

9. Floor Finish: The type of floor in each room with anassigned condition rating.

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11. Ceiling: The type of ceiling in each room with an assignedcondition rating.

13. Room Condition: Each room will be given an overallcondition rating.

14. Lighting Adequacy: Professional will determine, based onhis/her professional experience, if the light in each room isadequate to perform the functions for which the room isdesigned. If the lighting is determined to be inadequatecomments must be entered on Form E describing thereason why the professional has determined such. Forinstance, the light fixtures are old and outdated, there areshadows in the corners of the room, there is a glareproblem, lights are burned out, etc.

15. Student Stations: Enter the quantity of fixed studentstations in a given room. This does not include desks, butrather built-in stations which may limit the number ofstudents in that room. This will occur in science labs,vocational areas such as welding stations and otherspecialized instructional areas.

16. Teacher Stations: Enter the quantity of fixed teacherstations in a given room. The criteria for teacher stationsis the same as that of fixed student stations.

17. Drinking Fountains: Enter the quantity of drinkingfountains in each room/corridor. Drinking fountainsoccurring in exterior spaces must also becounted. Theprocedure for documenting outdoor drinking fountains isas follows:

i

Assign a room number to the outdoor areaEnter a "0" for room areaAddress the space as an outdoor corridor (roomuse code 820)Enter "0" for all other fieldsEnter quantity of drinking fountains under Item 17

1 18. Toilet Fixtures: Enter the quantity of toilet fixtures ineach room. This includes both water closets and urinals.

19. Sinks: Enter the quantity of sinks in each room. A troughsink may occur in a science lab, this is counted as one sinkand then noted on Form E. This comment is necessarywhen the sink adequacy in science labs is analyzed.

20. Shower Heads: Enter the quantity of shower heads in eachroom.

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21. Exhaust Fans: Enter the quantity of exhaust fans in eachroom. This may occur in toilet rooms, science labs,kitchens and/or gymnasiums. Fume hoods should becounted as exhaust fans.

22. Duplex Electrical Outlets: Enter the quantity of duplexelectrical outlets in each room. A quadraplex, or four-plex, outlet is counted as two duplex outlets. Electricaloutlets may be wall or floor mounted.

23. Cable Outlets: Enter the quantity of cable outlets in eachroom. Cable outlets may be wall or floor mounted andmay also simply be a cable wire protruding from the wallwithout a wall plate.

24. Phone Jacks: Enter the quantity of phone jacks in eachroom. Phone jacks may either be wall or floor mounted.In older schools, phone jacks may be four-pronged plugs.In the case of direct wired phones, count the number ofphones.

25. Gas Jets: Enter the quantity of gas jets in each room. Gasjets are counted in lab space only. Enter "0" if there arenone.

26. Year Built: Enter the year of construction for thestructure of the building. This should be identified on aroom by room basis on the building floor plan provided bythe district. This allows an effective age analysis takinginto account new wings that may have been added sincethe original construction.

27. Year Renovated: Enter the year of the last majorrenovation. Major renovation is defined as a replacementof major building system(s). Painting and ceiling tilereplacement is not considered major renovation. Thisinformation should also be entered room by room andshould be reflected on the building floor plan provided bythe district.

Form D - Educational Form D is used to collect all educational technology equipment/Technology Profile information at each campus. Due to the complexity of the types of

information being gathered, the form has been designed for use as aquestionnaire with district/campus personnel. The shaded areas onthe form are for count items.

All educational technology information should be available in a fixedasset inventory provided by the district. If computerized, the fixedasset inventory report should be sorted by campus and will provide astarting point for collection of technology information. Allapplicable inform' n contained in the fixed asset inventory will be

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will be transferred to Form D by the district, liaison. The fixedasset inventory will then be verified by the professional byperforming a PC count at a selected campus within the districtduring the room by room inventory. Should a large discrepancy bediscovered between the verification and the fixed asset inventory,the professional should consult with the district contact to remedythe problem. On larger districts, a ratio of one campus for everytwenty should be used when verifying the fixed asset inventory. If aFixed Asset Inventory does not exist, the data must be manuallycollected at each campus in the district.

A listing has been included in Appendix E - Technology ReferenceGuide illustrating th e types of technology most likely to beencountered, defi tions of the technology, pictures (if available) ofthe technology and brand/model of common PC's.

Form D should be completed for every campus in the district. Asingle Form D should be completed for ancillary buildings (campusnumber 700). The designated shaded areas below and on thefollowing pages constitute questions that must be asked to districtstaff. The following information must be completed for Form D:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: A pre-assigned, state designated threedigit number for each campus within a district. This fieldshould already be completed by the district liaison.

Campus Name: The name of the primary campusappearing on the corresponding Form A. This field isfor reference only and will not be entered into thedatabase.

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, sincethis data has never been collected before, all entries willbe "1".

4. Quantity

5. Brand Name

owing information

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6. Model Number

Is it a microwave receiver? (Yes -or- No)

7. If yes, how many of the dishes are fixed?

8. If yes, how many of the dishes are steerable?

Ifnot a microwave, does the campus receive only (TVRO)? (Yes -or- No)

9. If yes, how many of the TVRO dishes are fixed?

10. If yes, how many of the TVRO dishes are steerable?

If not microwave, can the campus send and receive signals(VSAT)? (Yes -or- No)

11. If yes, how many of the VSAT dishes are fixed?

12. If yes, how many of the VSAT dishes are steerable?

If the campus has VSAT, does it also have student keypads? (Yes-or- No)

13. How many?

.

'0* -0,.egiri

14. (Yes -or- No)

Between campuses and/or buildings within the district?

15. Video networking (Yes -or- No)

16. Data networking (Yes -or- No)

Between districts and outside sources? (Yes -or- No)

17. Video networking (Yes -or- No)

18. Data networking (Yes -or- No)

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19. (Yes -or- No)

er.

20. Video tape recorders (VCR's)?

21. Hand held video cameras (camcorders)?

22. Non-projection type televisions?

23. Projection type televisions (usually large screentelevisions)?

24. How many laser printers?

25. How many other printers?

26. How many plotters?

27. How many scanners?

28. How many bar code readers (most likely in the library)?

29. How many CD-ROM players?

30. How many LCD projectors?

31. How many modems of less than 2400 baud?

32. How many modems of 2400 baud or greater?

33. How many laser/videodisc players that are interfaced withcomputers?

34. How many laser/videodisc players that are not interfacedwith computers?

35. How many computers of the Apple II family?

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36. How many computers of the Macintosh family?

37. How many computers of the MS DOS family?

38. How many 0S2 Model 25 computers?

39. How many 0S2 Model 30 or greater computers?

40. How many PC Jr. computers?

41. How many other computers not counted above that weremanufactured prior to 1985?

42. How many other computers not counted above that weremanufactured in 1985 or later?

es. am la rn-otor curri

here computer workstations

44. If yes, how many computers are networked together?

45-57 Indicate which types of software are being used by thecampus.

Form E - Comments In addition to information required on the forms, the professionalsmay also encounter unique circumstances that the forms do notadequately address. This may include, but not be limited to, health,fire and life safety, code violations, unusual conditions and/orpotentially costly repair items. This form is designed for commentsregarding the campus or further explanations to the coding on theforms. For example, if a building's structure is badly damaged andneeds major work, comments about the damage and the type ofrepairs required should be noted on this form. All comments mustbe filled out on Form E and submitted as a deliverable. Beforecomments are entered on Form E, the following identifyinginformation must be completed:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: A pre-assigned, state designated threedigit number for each campus within a district. This fieldshould already be completed by the district liaison.

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Form X - DistrictAncillary Buildings

District ancillary buildings such bus barns, administrative buildings,tax offices and other "non-instructional" buildings must be noted, butit is not necessary to conduct a room by room inventory of them.The professional should briefly visit all district ancillary buildings toprovide an overall condition assessment. Information to becompleted on Form X is as follows:

1. County-District Number: A pre-assigned, state-designated six digit number for each county-district entityin the state. This field should already be completed by thedistrict liaison.

2. Campus Number: The campus number for districtancillary is always "700".

3. Action Code: This field will be either "1" for Add, "2" forChange or "3" for Delete. For the BETA project, since thisdata has never been collected before, all entnes will be"A"

4. Building Name: The name of the building. Thisinformation should already be entered by the districtliaison. If the building name has not been entered on theform, it is the responsibility of the professional to completethis information.

5. Street Address: The street address for the ancillarybuilding should already be entered by the district liaison.If the street address has not been entered on the form, it isthe responsibility of the professional to complete thisinformation.

6. City: A component of the address that should be enteredby the district liaison. If the city has not been entered onthe form, it is the responsibility of the professional tocomplete this information.

7. Zip Code: A component of the address that should beentered by the district liaison. If the zip code has notbeen entered on the form, it is the responsibility of theprofessional to complete this information.

8. Building Use: Enter the code which best describes thebuilding use. If the building use is not included in theavailable list, enter "99" for other and comment on Form Eon the unique type of building. All available codes are onthe back of the form.

9. Gross Square Footage: This information is to be providedby the district, if possible. If it is unavailable theprofessional should develop a rough estimate of thesquare footage.

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10. Year Built/Renovated: Enter year of construction or dateof latest major renovation for the ancillary building. Thisinformation will be provided by the district.

11. Overall Condition: Enter a condition rating code.

12. Building Number: This information should be provided bythe district and noted on a campus plan which is given tothe district liaison. If this information is not completed,the district liaison will assign a number and note it on thecampus/building plan.

Note: Each Form X is designed for entering multipleancillary buildings.

Post Inventory Activities

After inventory activities have been completed by the teams ofprofessionals, the following post inventory activities must becompleted:

the professionals should make sure that all items have beenaddressed and all necessary forms have been completed. Ifdata is missing, it is easier to obtain while onsite than afterreturning to the office.return all inventory data to the district liaison uponcompletion of each district or sub-district. This will include:

all completed formsmapscampus/building plansexisting inventory informationphotographs takenaudio tapes, if usedall other pertinent information used to complete theinventory

There will be isolated instances where all information is unavailableat the time of the inventory. The district liaison will also beresponsible for the following post inventory activities:

meet with the professionals and determine if there is anyadditional information remaining to be collected from thedistricts.call the point of contact, discuss the inventory, theperformance of the team and the status of any neededinformation.contact the district weekly until all remaining information iscollected

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PC Based Data Storage System

There are two automated systems being developed as part of theBETA project. A mainframe automated support system willultimately store and maintain the data collected throughout thestate. The mainframe system is not scheduled for completion untilJuly 1991. To avoid a data input bottle neck when the mainframesystem comes on line, a PC based data storage system has beendeveloped to store the data prior to the completion of the

)with the collection of data. The data collection firms aremainframe system. This will allow the entry of data concurrently

responsible for entering all data from the data collectioninstruments into the PC based system. The PC based system

,1

software will be provided to each firm by TEA. The data collection1 firm must provide a data input technician(s) for inputting all data

into the system. The sequence of activities for data input is asfollows:

district liaison forwards completed data forms to the datainput techniciandata input technician inputs data into PC based systemupon completion of data input, the data input technician willprint out a hard copy of the data for district liaison to review.data input technician will also download the data ontodiskettes and return the completed data forms, hard copyprintout and diskettes to district liaisondistrict liaison transmits completed data forms (originals),hard copy printout and diskettes along with all otherdeliverable material to 3DI regional manager.

Document Accountability/Project Files

Each element of data and document being collected for the BETAproject should be protected against loss or destruction. The loss ofa single form, could result in a data collection team having to returnto a campus to recollect the lost information. This not only resultsin extra labor and expenses to the data collection firms, but alsopotentially jeopardizes an already tight schedule. To avoid thishappening, the professionals must utilize a strict documentaccountability and filing system.

Document accountability is extremely important when facing a largecollection of data and paperwork as will be in the BETA project. A

35Revision 1, January 4, 1990 Page 31 Data Collection Training & Procedures Manual

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t3DI / BETA Project Management Data Storage and Maintenance

regional manager that tracks each document generated during theinventories. Each form completed by the professionals and eachreference document received from the district must be entered intoaccountability. Once the inventory has been completed for a district(or sub-district), a package must be transmitted to the districtliaison (preferably by a reliable service such as Federal Express,Express Mail, etc) containing the completed forms, maps, buildingplans and other information gathered for the inventory. Once thedistrict liaison has received the package, he should then log thepackaged documents into accountability, generate copies of alldocuments and file the copies accordingly. A filing system should beset up that includes the following (at a mmimum):

files should be sectioned by district (and sub-district) andcontain district information, campus information for eachcampus within that district, ancillary building information forthat district and all reference information.individual files should be established for each campus within adistrict (or sub-district) containing all completed forms andreference material received regarding that campusan individual file should be established for ancillary buildingswithin a district (or sub-district) containing all applicablecompleted forms and reference material received regardingthe ancillary buildingsan individual file should be established for all districtinformation collected during the inventoryall files should be identified by:

management region designationcounty-district numbercounty-district namecampus name (or ancillary, district information)campus number

data collection firm files should contain only copies of thedocuments since the originals become a deliverable to 3DI

Once the district liaison has logged in the documents andperformed a check of the data, the originals should be submitted tothe 3DI regional manager as a deliverable. At a minimum, datashould be submitted to 3DI every two weeks. Weekly submittals aredesired if possible. This will allow a quality control check of the databefore the final deliverable is submitted to TEA. The package ofdata submitted to 3DI should include the completed forms, allreference material collected or generated dunng the inventory andinventory data in electronic format (diskette) downloaded from thePC system.

36

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3DI / BETA Project Management Deliverables

Deliverables will be submitted to the 3DI regional manager at aminimum every two weeks. Weekly submittals of deliverables isdesired, if possible. Contract deliverables for the data collectionfirms are as follows:

Semi-Monthly Status Report

Semi-monthly status reports should be submitted to the 3DI regionalmanager. Please see 'Reporting" for details regarding the statusreport.

Inventory Data - Data Collection Forms

All completed data collection instruments should be forwarded tothe 3DI regional manager once the data has been reviewed by thedistrict liaison. Copies should made of the originals and filed by thedistrict liaison and the originals should be forwarded to the 3DIregional manager.

Inventory Data - Electronic Format

All inventory data should be forwarded to the 3DI regional managerin electronic format (diskettes) once the data has been reviewed bythe district liaison. Once validation reports have been generated bythe PC based data storage system, the data should be downloadedonto 3.5" diskettes for transmittal to the 3DI regional manager.Data should be downloaded to diskettes in increments of districtsand/or sub-districts.

Campus/Building Plans

All campus/building floor plans generated by the district and usedduring the inventory must be submitted to the 3DI regional manageras a deliverable. The plans will serve as future referencedocumentation when referring to room and building locations. Theplans should reflect the following at a minimum:

district namecampus name and numberbuilding numbersroom numbersyear of original construction by roomyear of last renovation by room

37

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3DI / BETA Project Management Deliverables

District Maps

Any maps obtained from the district reflecting campus locationsshould be submitted as a deliverable to the 3DI regional manager.

Completed Questionnaires

The educational adequacy questionnaires included in the pre-visitpackage for completion by district staff are voluntary. If thequestionnaires are completed, they become a contract deliverableand must be submitted to the 3DI regional manager for review.

Existing Inventory Information

All existing inventories or survey reports that are collected from thedistrict during the inventory for use as supporting documentationbecome a part of the contract deliverables. This information mayinclude, but not be limited to, the following:

Fixed asset inventory for educational technology equipment(sorted by campus)Roof surveysMechanical, electrical or plumbing studies or surveysEnergy management studiesOther pertinent existing surveys.

Copies of the information should be filed by the district liaison, withthe originals submitted to the 3DI regional manager.

Photographs/Tapes

Although optional, any photographs taken by the professionals todescribe problems and unusual conditions at that campus should besubmitted along with deliverables. Photographs should be attached(glued) to paper with a description of the problem, theprofessional's evaluation of a recommended solution (if necessary),date picture was taken, district name, campus name and buildingnumber (room number if applicable). If tape recorders are used,they should be transcribed onto Form E - Comments.

3:3

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3DI / BETA Project Management Reporting

Semi-Monthly Status Report

The data collection project manager shall generate semi-monthlyproject status reports during the life of the project reflecting the coststatus, schedule status, deliverables, activities accomplished for thecurrent month and planned activities for the following month for thedata collection contract. The Semi-Monthly Status Report will besubmitted to the 3DI regional manager no later than the 15th weekday and the last week day of each month. The status report shallinclude the following at a minimum:

overview of data collection activities for the periodcost status for the data collection contract reflecting currenttotal budget, amount billed to date and amount remaining oncontractschedule status of the data collection effort including a statuseddetailed schedule by applicable geographic region, activitiesand milestones completed for the month and any scheduleproblems encountered with proposed solutions. The statuseddetailed schedule will be used for updating the overall 3D1master schedule.contract deliverables for the reporting periodplanned activities for the following periodupdated Data Collection Progress Reporting System (seeAppendix E - Sample Progress Reporting System).

Pay Requests

Pay requests should be submitted to the 3DI regional manager forreview on the last week day of each month. Payments to the datacollection firms will be based on the percentage of districtscompleted as tracked in the Data Collection Progress ReportingSystem (DCPRS). A sample format for the report has been includedin Appendix F. The system tracks the completion of districtinventories by both county and ESC region. The system must beadhered to strictly, as this will be used in determination of payment.An updated copy of the DCPRS should be included with each payrequest for review by 3DI and TEA. The system operates on Lotus1-2-3, Release 2.2 and a working copy of the DCPRS will betransmitted to each data collection firm by 3DI for use on theproject.

39

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3DI / BETA Project Management Appendix

Appendix A - Data Collection Instruments

40

Revision 1, January 4, 1990 Data Collection Training & Procedures Manual

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42

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ms

Per

son

chec

king

for

qual

ity c

ontr

olD

ate

cam

pus

was

sur

veye

d

1.C

ount

y -

Dis

tric

t Num

ber

(Tex

as S

choo

l Dire

ctor

y)

2.C

ampu

s N

umbe

r:(T

exas

Sch

ool D

irect

ory)

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ctio

n C

ode:

1 -

Add

2 -

Cha

nge

3 -

Del

ete

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ldin

g D

escr

iptio

n:A

ssig

ned

by p

rofe

ssio

nal I

fon

e do

es n

ot e

xist

4.B

uild

ing

Num

ber:

Ass

igne

d by

pro

fess

iona

l if

one

does

not

exi

st

5.F

uel S

ourc

e:0

- N

one

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2 -

Gas

3 -

Ele

ctric

4 -

Coa

l5

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olar

9 -

Oth

er (

plea

se c

omm

ent o

n F

orm

E)

6.H

eat M

ediu

m:

0 -

Non

e1

- H

ot A

ir2

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ater

3 -

Ste

am9

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ther

(pl

ease

com

men

t on

For

m E

)

51

For

m 8

2 -

Mec

hani

cal/E

lect

rical

/Plu

mbi

ng S

yste

ms

Pro

file

7.H

eat D

istr

ibut

ion:

(als

o se

e ra

ting

code

s)0

- N

one

1 -

Cen

tral

2 -

Zon

ed3

- R

oom

Uni

t4

- R

adia

nt9

- O

ther

(pl

ease

com

men

t on

For

m E

)

9.C

oolin

g S

yste

m:

(als

o se

e ra

ting

code

s)0

- N

one

1 -

Chi

lled

Wat

er2

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irect

Exp

ansi

on (

DX

)3

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eat P

ump

4 -

Hea

t Pum

p W

ater

to A

ir5

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indo

w U

nit

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pora

tive

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ler

7 -

Ven

tilat

ion

Onl

y9

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ther

(pl

ease

com

men

t on

For

m E

)

11. I

nter

ior

Ligh

ting:

(als

o se

e ra

ting

code

s)0

- N

one

1 -

Inca

ndes

cent

2 -

Flu

ores

cent

3 -

Com

bina

tion

9 -

Oth

er (

plea

se c

omm

ent o

n F

orm

E)

13. E

mer

genc

y Li

ghtin

g:0

- N

o1

- Y

es

14. I

nter

com

:0

- N

one

1 -

One

Way

(to

roo

ms

only

)2

- T

wo

Way

(to

and

from

roo

ms)

15. F

ire A

larm

Sys

tem

:0

- N

o1

- Y

es

16. F

ire P

rote

ctio

n S

yste

m:

0 -

No

1 -

Fire

Ext

ingu

ishe

rs O

nly

2 -

Sta

ndpi

pe3

- S

prin

kled

17. P

lum

bing

:(s

ee r

atin

g co

des)

RA

TIN

G C

OD

ES

0 -

Not

App

licab

le: T

o co

rres

pond

with

thos

eIte

ms

that

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e th

e co

de 0

- N

one.

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Poo

r.H

ighl

y de

terio

rate

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equi

ring

tota

l rep

lace

men

t.

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Bel

ow A

vera

ge: M

oder

atel

y de

terio

rate

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quiri

ng p

artia

l rep

lace

men

t.

3 -

Fai

r:S

light

ly d

eter

iora

ted,

with

por

tions

requ

iring

min

or r

epai

r/to

uch-

up.

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Goo

d:In

goo

d co

nditi

on a

nd r

equi

ring

norm

al m

aint

enan

ce tr

eatm

ents

.

Page 47: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Alte

rnat

e C

ampu

ses

at B

uild

ings

Sur

vey

Dat

e:

I.

Mon

thD

ay'

Yea

r

Con

tact

:

Sur

veyo

r:

Rev

iew

ed B

y:

TE

XA

S E

DU

CA

tION

AG

EN

CY

Div

isio

n of

Res

ourc

e P

lann

ing

Dat

e:

1. C

ount

y -

Dis

tric

t Num

ber

2. C

ampu

s N

umbe

rC

ampu

s N

ame

(ple

ase

prin

t leg

ibly

)

3. A C C d

Bui

ldin

gD

escr

iptio

n(p

rint

ly)

4.

Bui

ldin

gN

umbe

rO

ttwe

Cam

pus

Mum

ble

6.

°the

e

Cam

pus

Num

ber

7.

Oth

er

Com

mN

umbe

r

a.

Oth

er

Com

mie

Num

ber

9.

Oth

er

Cam

pus

Num

ber

5354

Page 48: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

TE

XA

S E

DU

CA

TIO

N A

GE

NC

YC

ode

Val

ues

For

m $

3A

ltern

ate

Cam

puse

s at

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ldin

gs

Con

tact

:P

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n co

ntac

ted

at c

ampu

s/di

stric

tS

urve

yor.

Per

son

fillin

g ou

t for

ms

Rev

iew

ed b

y:P

erso

n ch

ecki

ng fo

r qu

ality

con

trol

Sur

vey

Dat

e:D

ate

cam

pus

was

sur

veye

d

1.C

ount

y -

Dis

tric

t Num

ber

(Tex

as S

choo

l Dire

ctor

y)

2.C

ampu

s N

umbe

r:(T

exas

Sch

ool D

irect

ory)

3.A

ctio

n C

ode:

1 -

Add

2 -

Cha

nge

3 -

Del

ete

Bui

ldin

g D

escr

iptio

n:A

ssig

ned

by p

rofe

ssio

nal i

fon

e do

es n

ot e

xist

4.B

uild

ing

Num

ber:

Ass

igne

d by

pro

fess

iona

l if

one

does

not

exi

st

5.O

ther

Cam

pus

Num

ber:

Ent

er c

ampu

s nu

mbe

r of

oth

er

cam

pus

shar

ing

this

bui

ldin

g

6.O

ther

Cam

pus

Num

ber:

Ent

er c

ampu

s nu

mbe

r of

oth

er

cam

pus

shar

ing

this

bui

ldin

g

7.O

ther

Cam

pus

Num

ber:

Ent

er c

ampu

s nu

mbe

r of

oth

er

cam

pus

shar

ing

this

bui

ldin

g

8.O

ther

Cam

pus

Num

ber:

Ent

er c

ampu

s nu

mbe

r of

oth

erC

ampu

s sh

arin

g th

is b

uild

ing

9.O

ther

Cam

pus

Num

ber:

Ent

er c

ampu

s nu

mbe

r of

oth

er

55ca

mpu

s sh

arin

g th

is b

uild

ing

56

Page 49: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

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Page 50: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

?""

s.'

,"43

'

TE

XA

S E

DU

CA

TIO

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GE

NC

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ruct

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iew

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y:S

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rict

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son

fillin

g ou

t for

ms

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son

chec

king

for

qual

ity c

ontr

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cam

pus

was

sur

veye

d

1.C

ount

y -

Dis

tric

t Num

ber:

(Tex

as S

choo

l Dire

ctor

y)

2.C

ampu

s N

umbe

r:(T

exas

Sch

ool D

irect

ory)

3.A

ctio

n C

ode:

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Add

2 -

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nge

3 -

Del

ete

4.B

uild

ing

Num

ber:

Ass

igne

d by

pro

fess

iona

l if

one

does

not

exi

st

5.R

oom

Num

ber:

Ass

igne

d by

pro

fess

iona

l if

one

does

not

exi

st

Roo

m S

uffix

:A

ssig

ned

by p

rofe

ssio

nal I

fon

e do

es n

ot e

xist

and

Ifro

om is

par

t of a

noth

er r

oom

.E

xam

ple:

A, B

, C, I

f no

suffi

xen

ter

"Oa.

6.F

loor

Lev

el:

0 -

Bas

emen

t1

- 1s

t Flo

or2

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d F

loor

3 -

3rd

Flo

or e

tc.

7. R

oom

Squ

are

Foo

tage

:C

alcu

late

d qu

antit

y

8.In

tend

ed U

se:

010

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lass

room

020

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ngua

ge L

abor

ator

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0 -

Com

pute

r La

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tory

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cien

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Spe

cial

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lass

room

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ng S

hop

120

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0 -

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met

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b15

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lth C

are

Lab

160

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arkr

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170

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dio

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ther

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atio

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hops

/Lab

s

210

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rt R

oom

220

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ome

Eco

nom

ics

230

240

250

260

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rafti

ng-

R.O

.T.C

.-

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enho

use

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gric

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310

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and/

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ral R

oom

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-

410

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0 -

430

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0 -

450

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ctic

e R

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cker

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ssin

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ght R

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rapy

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etor

ium

610

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tora

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oom

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ce73

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inis

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unge

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echa

nica

l/Ele

ctric

al78

0 -

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ld/D

ay C

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810

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door

Cor

ridor

820

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utdo

or C

orrid

or

900

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ther

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te o

n F

orm

E)

9.F

loor

Fin

ish:

(als

o se

e ra

ting

code

s)0

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xpos

ed S

truc

ture

(un

finis

hed)

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yl T

ile2

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t3

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ood

4 -

Ter

razz

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ile6

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d C

oncr

ete

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Oth

er (

plea

se c

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ent o

n F

orm

E)

11. C

eilin

g: (

also

see

rat

ing

code

s)0

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xpos

ed S

truc

ture

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ustic

al L

ay-I

n2

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ypbo

ard

3 -

Pia

ster

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d5

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etal

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ustic

al T

ile (

glue

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aile

d)7

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lyw

ood

9 -

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er (

plea

se c

omm

ent o

n F

orm

E)

0 -

Not

App

licab

le: T

o co

rres

pond

with

thos

e ite

ms

that

have

the

code

0 -

Non

e.

5 0-

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r.H

ighl

y de

terio

rate

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equi

ring

tota

l rep

lace

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t.

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Bel

ow A

vera

ge: M

oder

atel

y de

terio

rate

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equi

ring

part

ial r

epla

cem

ent.

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Fai

r:S

light

ly d

eter

iora

ted,

with

por

tions

requ

iring

min

or r

epai

r/to

uch-

up.

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Goo

d:In

goo

d co

nditi

on a

nd r

equi

ring

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al m

aint

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ce tr

eatm

ents

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13. R

oom

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ditio

n:(s

ee r

atin

g co

des)

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ight

ing

Ade

quac

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- In

adeq

uate

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Ade

quat

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15. S

tude

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tatio

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ixed

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ty: 0

0 -

Non

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each

er S

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ixed

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ty: 0

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ount

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(Qty

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one)

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ture

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Qty

: 00

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inks

:(Q

ty: 0

0 -

Non

e)

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how

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ty: 0

0 -

Non

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xhau

st F

ans

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l:0

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Yes

22. D

uple

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lect

rical

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lets

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ty: 0

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Non

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23. C

able

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lets

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ty: 0

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one)

24. P

hone

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ks:

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Non

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25. G

as J

ets:

(Qty

: 00

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26. &

27.

Yea

r bu

ilt &

yea

r of

last

maj

or r

enov

.

Page 51: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

For

m D

Edu

catio

nal T

echn

olog

y P

rofil

e

Sur

vey

Dat

e

Mon

thD

ayY

ear

L

Pag

e 1

of 2

(See

oth

er s

ide)

Con

tact

:

Sur

veyo

r:

Rev

iew

ed B

y:

F6=

ar,

TE

XA

S E

DU

CA

TIO

N 'A

GE

NC

Y

Div

isio

n of

Res

ourc

e P

lann

ing

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ount

y -

Dis

tric

t Num

ber

II

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ampu

s N

umbe

rC

ampu

s N

ame

3. A

ctio

n C

ode

A. D

o yo

u ha

ve a

cen

tral

com

putin

g fa

cilit

y (m

ainf

ram

e)?

If Y

es,

4. O

ty

Mai

nfra

mes

(Li

st)

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is/S

uper

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is (

List

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U.

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rand

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lNo

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odel

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B. D

o yo

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ve a

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Page 52: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

,1.+

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Page 53: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

For

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Page 54: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

TE

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68

Page 55: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Form

XD

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Page 56: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

TE

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Page 57: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

3DI / BETA Project Management Appendix

Appendix B - Sample Pre-Visit Package

73

Revision 1, January 4, 1990 Data Collection Training & Procedures Manual

Page 58: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Pre-Visit Package

Texas Education AgencyBETA Project

Building & Educational Technology Assessment

3DI, Inc.BETA Project Management1900 West Loop SouthSuite 500Houston, Texas 77027

(713) 871-7300

3D1 Project No. P2001.00

74 Prepared: December 14, 1990

Page 59: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

District Inventory Checklist

This is a checklist for information that should be completed for each campus and returnedto the district liaison prior to the arrival of the survey team. Please see the attacheddescription for details and instructions (items have been cross-referenced). Pleasereproduce this page and use for each campus.

District:

Campus:

SCrptlar

1 District/campus contacts with name, address and telephone number.

District map reflecting the location of all facilities to be inventoried.

3 Campus listing with ancillary facilities including names and addresses forthe facilities and name of contact at that facility.

4 Site acreage, type of campus security, water source and type of sewagetreatment for each campus.

5/6/7 Building floor plans of all campus buildings to be inventoried will berequired.

8 Existing inventory information for each campus to be inventoried.

Page 60: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Information Requested from the School Districts

Various information must be gathered and assembled prior to the onsite inventory. Thisinformation should be returned to the data collection firm's district liaison a minimum of one weekprior to the arrival of the data collection teams. This will allow the district liaison to transfer asmuch of the inventory information as possible on to forms before the team arrives. Theinformation check list is as follows:

1. The name, title and phone number of the district contact that will meet with the datacollection team upon their arrival to answer district level questions should be included.

2. A district map reflecting the locations of the above referenced facilities (with directions, ifnecessary) should be included. This will speed access and minimize district staff time spentgiving directions when the teams arrive.

3. A listing of all campuses within the district, along with ancillary facilities which includeadministration buildings, tax offices, bus maintenance facilities, stadiums and any other non-instructional district operated facilities should be included. The names and addresses forthe campuses and ancillary facilities along with the name of a contact (principal or otherdesignated person) should also be included. This contact will interface with the datacollection team to answer questions and provide additional information concerningproblems that exist at the campus and should be prepared to answer questions regardingancillary facilities and their use. This is also an opportunity for the school to discuss districtand/or campus facility problems that concern them most that may not be identified on theinventory collection instruments.

4. Site acreage. campus security, water source and type of sewage treatment should also bedocumented for each campus within the district (see Form A - SitelOutdoor Space Profile).This information is requested because site boundaries and utility services are not alwaysevident to surveyors.

5. Building floor plans of all campus buildings to be inventoried will be required. These floorplans should be, at a minimum, one-line diagrams reflecting all current rooms within thebuilding. Each room will need to be assigned a room number no more than four digits inlength. Pre-assigned room numbers will be used wherever available. If pre-assigned roomnumbers do not exist, the district should assign room numbers to all spaces prior to thearrival of the team. A sample building plan has been included in this package for guidancein the level of detail necessary for assigning room numbers.

6. Building age information should be reflected on the building floor plans. Informationregarding building age will be collected about every building within the campus. Thisinformation must be collected for every room within every building to account for any newwings that may have been added since the original building was constructed. Both originalyear of construction and year of last major renovation must be collected for every roomwithin each building. This information should be noted on the building plan as discussedabove. The attached sample building plan reflects the format for documenting building ageby room. Appropriate construction dates are satisfactory if specific records do not exist.

7. Building numbers should be assigned for each campus and ancillary building. In the eventthat building numbers do not already exist, the district should assign numbers to everybuilding within each campus and for each ancillary facility. This information should alsoappear on the building floor plans (see sample building floor plan). Portable or temporarybuildings should be numbered consecutively for each campus. The campus name, campus

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;

number and county-district number should also appear on all building plans for referencepurposes.

8. All existing information available concerning existing inventories for each campus should beforwarded to the district liaison. The information would include:

Fixed Asset Inventory: The fixed asset inventory will serve as a starting point forcollecting technology information. The fixed asset inventory should include PC's,printers/peripherals and any other information as described on Form D - EducationalTechnology Profile.Roofing Surveys: This information will aid the inventory team in evaluating thecurrent condition of roofing systems for each building within a campus. Thisinformation may also exist as part of the asbestos survey previously completed foreach campus.Mechanical/Electrical Equipment Studies: This information will aid the inventoryteam in the evaluation of existing mechanical and electrical systems for each campus.

9. Information that should be available to the data collection team at the time of the inventory,but does not necessarily need to be sent to the district liaison ahead of time, is as follows:

Assignment of available students to participate in the inventory. Method of paymentand transportation for the students should also be determined prior to the arrival ofthe data collection team.A designated maintenance contact at each campus for providing access into allcampus facilities and who will be responsible for securing the facilities once theinventory is complete. Access into all areas of the campus will be necessary for acomplete and comprehensive inventory.Access to an extension ladder to allow the professionals access to roof areas.Emergency contacts and phone numbers in the event that assistance is needed.

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1

Educational Adequacy Questionnaire

The following questions are intended to provide the principal and staff at each campus anopportunity to describe the adequacy of the facilities for the educational program provided. Theinformation will be gathered by the survey team at the time of the site visit and will be used as partof the analysis leading to the development of standards. It will not be used for any other purpose.

:::QUESTIONNAIRE1SSTRICTLYVOLUNT

PRINCIPAL OR DESIGNEE ONLY:

Campus:

1. Are there any desirable educational programs that cannot be currently implemented due tofacility inadequacies? If yes, briefly explain facility limitations.

2. Are there any areas of particular concern about your facility which inhibit the delivery ofcurrent programs? If yes, briefly explain facility limitations.

3. What aspect of your facility contributes the most success to your educational programs?

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Educational Adequacy Questionnaire (Con't)

4. At your facility, is there currently an asbestos abatement plan being followed?

5. At your facility, has the drinking water been tested for lead?

6. At your facility, has there been an energy management study completed in the last fiveyears?

id

I

i

Page 64: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Educational Adequacy Questionnaire

The following question is intended to provide the principal, teachers, administrative personnel andother designated staff at each campus an opportunity to describe the adequacy of their facilities forthe educational program provided. Upon completion of the questionnaire, please indicate yourstaff category and return the form to the principal at your respective campus. The information willbe gathered by the survey team at the time of the site visit and will be used as part of the analysisleading to the development of standards. It will not be used for any other purpose.

PRINCIPAL AND OTHER PROFESSIONAL STAFF:

Campus:

If you had a choice of two improvements to be made at your campus or in your assigned teachingrooms, what would they be?

Please indicate your staff category:

TeacherAdministrativeOther

Page 65: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Sample Building Floor Plan

1

Page 66: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Description of Methodology

Page 67: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

DESCRIPTION OF METHODOLOGY

Project Overview

Responsibility for the Building & Educational Technology Assessment,or BETA project, as required by Senate Bills 1019 and 650, rests withthe Texas Education Agency. The Deputy Commissioner for Researchand Development has assigned responsibility for the project to theDivision of Resource Planning.

It is important that the objective of the project and the methodologyfor its execution be understood at the school district and campus levelbefore the data collection consultants begin scheduling inventorydates. This intent of this summary is to explain the nature of theinventory and the required involvement at the district and campuslevel. A variety of other methods are planned to explain the project,including broadcasts on the TI/IN network and articles in the generalpress and education publications such as: TASB Newsletter, TASA,TEA Research Brief CEFP, NEA, TASBO, TESPA.

BETA Project Staff Key BETA project staff are:

Lynn Moak - DepilyACiommissioner for Research andDevelopment of TEA/Director of the BETA project.Joe Wisnoski - Director of Resource Planning/Operational levelauthority for TEA decisionsDebra Haas - Project Administrator /Responsible for the day today project operationsMark Brand, 3D/I - Project Manager /Responsible for overallproject management organization and leadership

Responsibilities TEA has specific responsibility for the following:

approval of all contractual issues related to the consultantsapproval of project methodologydefinition of facility and technology elements to be inventoriedselection of campuses for field testing the collection instrumentsselection of school districts for a Legislative Preview Report tobe completed in January 1991definition of database featuresinitial communication with districts regarding the projectanalysis of inventory information and preparation of reports

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Data Collection

Project Management

Data collection consultants will be contracted for the planning andexecution of the facility and educational technology inventories. Theirspecific responsibilities will include:

scheduling inventory datescoordinating the collection of information stemming from thepre-visit packagetraining student teamsperforming the physical inventoryproviding professional assessment of inventory items requiringsubjective judgementcompleting all inventory forms

It is not anticipated at this time that ESC Regional staff will besignificantly involved in the BETA project. However, the use ofRegional offices will be investigated for central meeting locations,video teleconferencing and training.

Methodology

The methodology for data collection includes the use of high schoolstudents to assist data collection consultants with the inventory offacilities and educational technology at each campus across the state.Students will be trained by the professionals and used for measuring,counting and collecting non-subjective inventory information. Thecollection consultant will be responsible for collecting and assessinginformation on the types and conditions of designated building systemsand for training and supervising the student teams.

A project management consultant, 3D/I, has been retained to serve asan extension of 's staff to manage and coordinate the datacollection effort and the development of an mainframe automatedsupport system that will store and maintain the data. 3D/I is alsoresponsible for the development of the project methodology,schedules, budgets and RFPs for hiring the other consultants.

Phasing of the Work

Legislative The data collection effort will be divided into a Legislative PreviewPreview Report Report phase and a Final Report phase. The purpose of the

Phase Legislative Preview Report is two-fold:

provide a preliminary indication of facility inequity problemsdemonstrate the effectiveness of the methodology

The Legislative Preview inventories will be conducted in January 1991.A group of 82 representative school districts with a concentration onpoor and rapid growth districts have been selected for the initial effort.A location factor was also a considered in the selection to expedite thecollection by minimizing excessive travel.

Page 69: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

Final Report Phase

After the data collection consultants inventory the campuses, TEA willanalyze the data and prepare the Legislative Report.

The Final Report Phase will include the approximately 1,000remaining school districts. Data collection must be completed byAugust 31, 1991. The data collection firms will be responsible fordeveloping detailed schedules of their work and for reporting progressand submitting data on a semi-monthly basis.

Facilities to be Inventoried

Selection of All Texas public school districts with the exception of TDC educationalFacilities to programs and other 'TEA designated programs will be inventoried.

Inventory The basic criteria for determining which facilities within a district areto be inventoried is that the facility be in use at the time of theinventory or planned for use in the next school session in the case ofdistricts mventoried during school holidays. The following types offacilities will not be inventoried:

Ancillary Facilities

vacated and not currently in useresidential facilitiesshort term leases (less than 40 years)being designed or under constructioneducational technology identified for purchase or awaitingdeliverynon educational related facilities owned by school districts (suchas residential property obtained through foreclosure fornonpayment of taxes).

The criteria for selecting the facility and technology elements to beinventoried was based on the value of that information in assessing theequity of educational facilities throughout the state.

Classroom capacity, both student and teacher stations, will be recordedonly for specialized spaces with permanent stations (such aslaboratones and welding shops). Because of the flexibility to changeseating, no attempt will be made to record number of students innormal classrooms.

Ancillary facilities such as administrative office buildings, tax offices,bus maintenance facilities, stadiums and any district operated buildingsnot dedicated for instructional purposes will not be inventoried indetail. Only the type of facility, gross square footage, date ofconstruction and general condition information will be included in thedatabase. Room level facility data will not be collected. However,educational technology items will be inventoried if they are located inancillary facilities.

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Inventory Schedule of Events

Data collection firms will contact each district within their contractregion to identify the district or campus point of contact for theinventory and to arrange the inventory date. Prior to the inventory, thea pre-visit package will be sent to the district requesting informationneeded by the teams. Districts will not be requested to completeextensive forms or perform inventories before the inventory teamarrives.

On the day the inventory begins, the inventory team will report to thepoint of contact identified by the district. The inventory process willhave three primary parts:

interview with point of contact to gather general informationrequested in pre-visit package and to discusss facility problems

inspection of building systems by collection consultants to assessthe condition of the facilitiesphysical inventory of facilities and educational technology by thestudent teams under the direction of the collection consultant.

It is anticipated that the interview and the assessment of buildingsystems will occur while classes are in session. The physical inventorywill be conducted after the normal school day, on weekends or duringschool holidays. All activities will be scheduled to minimizeinterruptions to normal school activities.

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3DI / BETA Project Management Appendix

Appendix C - Glossary of Terms

Alternate Campus - A smaller campus located at the same addressas a primary campus (i.e.- magnet schools, special educationfacihties, night school, etc).

Ancillary Buildings (Facilities) - Buildings that are "district" owned,not belonging or assigned to a specific campus. This caninclude administration building, tax office, bus andmaintenance facilities, district stadiums, etc.

Blackout Days - Days where the data collection team cannotperform the inventory activities. This can be due to holidays,exam days, school closings, etc. This information will beprovided by districts and given to the district liaison prior toscheduling.

Building Plan - Floor plan of each school building to be surveyedprovided by the school district. The building plan will show allrooms with room numbers assigned, year of construction andrenovation of each building or portions thereof.

Data Collection Instrument - A set of forms to be filled out for everycampus, will include forms A, Bl, B2, B3, C, D, E and X for theancillary facilities.

District Liaison - Individual with the data collection firm responsiblefor direct coordination of the inventory effort with each schooldistrict, schedules the work and gathers and distributes allinformation to collection teams and to 3DI.

District Map - Area road map locating all campuses and ancillary-facilities.

Fixed Asset Inventory - A listing of equipment (fixed asset) owned bythe district to be used by the data collection teams in thetechnology inventory effort. This inventory list should besorted by campus if possible.

19 Form - Form to be filled out by the students if the school choosesthat the students should be paid individually. It is theresponsibility of the data collection team to collect this form.

Pre-Visit Package - Package sent to the districts several weeks priorto the data collection team arriving explaining the inventoryprocess and asking for information to assist the collection firmsin the inventory collection effort.

Primary Campus - The most predominant campus on a site whentwo or more campuses are sharing an address. If twocampuses are of equal size, the primary campus is the onehousing the highest grade level.

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3DI / BETA Project Management Appendix

Sub-district - Larger districts should be divided into sub-districts bythe data collection firms to provide managablility in scheduling,data collection efforts, deliverables, and pay schedules.

W4 Form - Form to be filled out by the students if the school choosesthat the students should be paid individually. It is theresponsibility of the data collection team to collect this form.

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Appendix D - Intended Room Use Codes

010 Classroom: An instructional space requiring no specialdesign or equipment other than chalkboards. Used forhousing general programs such as language arts, socialstudies, mathematics, etc.

020 Language Laboratory: An instructional area designed forand furnished with specialized equipment to serve theneeds for language labs, reading labs, etc.

030 Computer Laboratory: An instructional area designed forand furnished with computers to serve the needs forcomputer instruction.

040. Science Laboratory: An instructional area designed forand provided with special built-in equipment for studentparticipation in learning activities involving scientificexperimentation. Examples are chemistry, biology andphysics laboratories.

050 Special Education Classroom: A special classroomdesigned to accommodate classes organized for theparticular purpose of providing instruction to exceptionalstudents according to specific needs.

110 Welding Shop: An instructional area designed for orprovided with special built-in equipment for studentparticipation in the vocational learning of welding.

120 Wood Shop: An instructional area designed for orprovided with special built-in equipment for studentparticipation in the vocational learning of woodworking.

130 Automotive Shop: An instructional area designed for orprovided with special built-in equipment for studentparticipation in the vocational learning of automotive ormechanics.

140 Cosmetology Lab: An instructional area designed for orprovided with special built-in equipment for studentparticipation in the vocational learning of cosmetology.

150 Health Care Lab: An instructional area designed for orprovided with special built-in equipment for studentparticipation in the vocational learning of health care.

160 Darkroom: An instructional and/or functional areadesigned for and provided with special built-in equipmentfor the purpose of student participation in vocationalusage and learning of film development.

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Appendix D - Intended Room Use Codes

170 Video Studio: An instructional and/or functional areadesigned for and provided with special equipment for thepurpose of student participation m vocational usage andlearning of video production.

180 Other Vocational Shops/Labs: Other instructional and/orfunctional area designed for and provided with specialequipment for the purpose of vocational learning. Enteron Form E the type of vocational instruction for which theroom has been designed.

210 Art Room: An instructional area designed for or providedwith special built-in equipment for some specific type oflearning activity related to art.

220 Home Economics: An instructional area designed andequipped for a variety of learning activities concerned withorientation and exploration of home economics relatedoccupations.

230 Drafting: An instructional area designed and equipped forthe vocational instruction of drafting activities.

240 R.O.T.C.: An area designed or adapted for housing agroup of students engaged in R.O.T.C. activities.

250 Greenhouse: An area designed and equipped for thepurpose of student participation in a variety of learningactivities concerned with plant life.

260 Agricultural: An area designed for or adapted andequipped for the purpose of student participation in avariety of agricultural activities.

310 Band/Choral Room: An instructional area designed orprovided with special built-in equipment for the learningactivities involving choral and instrumental music.

320 Practice Room: An area designed and equipped forstudent usage in the activity of music rehearsal. Usually asmall, sound-proofed room.

410 Gymnasium: An instructional area designed or adaptedspecifically for physical education activities.

420 Natatorium: An indoor swimming pool.

430 Locker/Dressing Room: An area designed specifically fordressing and showering usually adjacent to the gymnasium.

440 Weight Room: An area designed and equipped specificallyfor the activity of weight training.

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Appendix D - Intended Room Use Codes

450 Athletic Therapy: An area designed or adaptedspecifically for the use of athletic therapeutic training.

510 Kitchen: A non-instructional area designed and equippedfor preparing meals for, or serving meals to, the studentbody.

520 Cafeteria: A non-instructional area designed for theconsumption of meals.

530 Cafetorium: A area designed for the combined functionsthat might normally be served by a separate cafeteria anda separate auditorium.

610 Storage: An area designed and equipped to serve for thestorage of materials.

620 Workrooms: An area designed or adapted specifically forthe usage by teachers or students as a work area.Activities may include copying, binding, punching,reproduction, etc.

630 Library: An area specifically designed for or adapted asplace for study, reading, and the custody, circulation, andadministration of a collection of books, manuscripts, andperiodicals kept for the use of the student body.

640 Auditorium: An area designed and constructed with asloping floor or fixed seating for use as an assembly center.

645 Stage: An area designed and constructed as a raisedplatform for performances and lectures to an assembly ofpeople.

650 Toilet Room: An area specifically designed with toiletsand sinks.

710 Health Clinic: An area specifically designed or adaptedfor the school nurse.

720 Counselor's Office: An administrative area specificallyassigned to the school's counselors.

730 Administrative Offices: An area designed for housing theadministrative staff and offices for same.

740 Lounge: An area designed or specifically adapted for thepurpose of a teachers' or students' lounge area.

750 Mechanical/Electrical: Furnace, pump, fan, generator,transformer, and similar mechanical and electrical servicerooms.

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Appendix D - Intended Room Use Codes

780 Child/Day Care: An area designed or specifically adaptedfor the purpose of providing child care services forchildren of students and teachers.

810 Indoor Corridor: An area within a building designed forcirculation and access between classrooms. The area mayoften house student lockers and drinking fountains.

820 Outdoor Corridor: An area outside and adjacent to abuilding that is designed for circulation and access betweenclassrooms. It may often house student lockers anddrinking fountains.

900 Other: Only to be used as a last resort if an area cannot beidentified in any of the above categories. In the event that"900" is used, Form E must be filled out describing the typeof space categorized as "other".

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Appendix E - Sample Progress Reporting System

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Page 96: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

ii

CAMPUS; High School North - Cont..

BUILDING YEAR BUILT

Quads: #4 401-408 1974

Quads: #5 204-213 1978

Gym & Dressing Rms, 309-314 1968

Concession Stands (2) A.C.4&81969 1)

Concession Stand (1) A.C. 8 1985

Greenhouse 1979Storage 1982

Vocational Bldg. 501-512 1969Vocational Addition 514-519 1978

Multipurpose Bldg. ,.MP 1983

New Band Hall & Choir Rm. BH 1987

District Bus Bldg 201-214 1982(Shop & Office) 101-103 Office

Bus Gas Area 1982

CAMPUS: High School - South'Rt. 2, Box-20F.M. Rd. 2770Buda, Texas 78610

Mall Area 1973

Classrooms, Office, Labs 197301-37Classrooms & LRC Additions 198321,24,38,39 .

Art, Computer Lab 1980& Classrooms25-29Gym & Dressing Rms. . 197340-42Mechanical Room 1981

Renovated 1987

129

EXT. CONSTRUCTION SO.FT.

Block 7,700

Block 6,100

Block 19,200

Block 2) Wood 1,400

Wood 362

Wood & PlasticWood & Plastic 2,640

MetalMetal 21,400

Brick 17,000

Brick 16,000

Metal 5,000

Metal 1,700

Block 8,300

.Block . 19,332

Block 8,230

.Block 5,300

Block 11,189

Block 432

Page 97: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

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Page 98: DOCUMENT RESUME INSTITUTION NOTE 131p.; Project … · DOCUMENT RESUME. ED 434 489 EF 005 517. TITLE Data Collection Training and Procedures Manual. Building & Educational Technology

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