Illinois ASBO UPDATE Fall 2013

www.iasbo.org | 1

INDISPENSABLE TOOL for SCHOOL BUSINESS MANAGEMENT

FACILITIES ISSUE / FALL 2013

Analyzing Delivery Methods | 24

WHAT ARE YOUR

OPTIONS?

INSIDE:Budget-Friendly

Green Initiatives | 16

Emerging Internet Technologies | 20

2 | Update Magazine / Fall 20132 | Update Magazine / Fall 2013

Career Enhancing Facilities Certifications. Newly Certified Trainers Within Illinois ASBO!

Illinois ASBO would like to congratulate five members who have earned their Certified Plant Maintenance Manager (CPMM) certification and

received elite training to help others do the same!

John FuhrerScott Mackall

Ron KayKevin Weisenberger

Ken Roiland

FACILITIES CERTIFICATION COHORTS FORMING SOON!

Build on your skills and demonstrate the value and expertise you bring to the district. To communicate your interest and be among the first to know when a cohort is forming, contact Erin Wickens at [email protected] or visit our Web site at:

www.iasbo.org/fct

Learn more about this new initiative in the article on pg. 18

www.iasbo.org | 32 | Update Magazine / Fall 2013

Career Enhancing Facilities Certifications. Newly Certified Trainers Within Illinois ASBO!

Illinois ASBO would like to congratulate five members who have earned their Certified Plant Maintenance Manager (CPMM) certification and

received elite training to help others do the same!

John FuhrerScott Mackall

Ron KayKevin Weisenberger

Ken Roiland

FACILITIES CERTIFICATION COHORTS FORMING SOON!

Build on your skills and demonstrate the value and expertise you bring to the district. To communicate your interest and be among the first to know when a cohort is forming, contact Erin Wickens at [email protected] or visit our Web site at:

www.iasbo.org/fct

Learn more about this new initiative in the article on pg. 18

INSIDE

FACILITIES ISSUE / WINTER 2012ACCOUNTING ISSUE / WINTER 2013

INDISPENSABLE TOOL for SCHOOL BUSINESS MANAGEMENT

Accountable Accounting

Illinois Association of School Business OfficialsUpdate Magazine / Fall 2013 / v.21 / i.01

FACILITIES ISSUE

20

24THE NEXT ISSUE: ACCOUNTING Leading edge practices for today's real world.

What Are Your Options?Learn from the perspective of three experts an architect, a construction manager and a performance contractor as you analyze which facilities delivery method is best suited for your next big project.Cover Story by John R. McNutt, Andrew Hays Pigozzi and John R. Robinson III

The Next GenerationAs more and more curriculum is being delivered through technology, explore emerging solutions and what they mean for your district.By Matthew Dusterhoft

What Are Your

OPTIONS?

4 | Update Magazine / Fall 2013

FROM-THE-FIELDAn Ongoing Process: Evaluating the cost benefit of preventative maintenance. 11

CASE STUDYGrowing and Staying Green: Obtaining LEED-EB was only the start of Stevenson HSD 125s journey. 14

PATH-TO-SUCCESSFrom the Boiler Room to the Board Room: Facilities certification comes to Illinois ASBO. 18

SCHOOL BUSINESS 101Sustainable Practices Districts Have Adopted: Lighting, HVAC and more. 19

FROM-THE-OFFICE Three Ways Illinois ASBO Promotes Facilities Best Practice. 09

With a good decision-making process, districts will find that initial cost of implementing sustainable projects should be considered an investment rather than an expense. By Dennis E. Bane

FROM-THE-PODIUMRetro-Commissioning: A process of assessing energy efficiency. 07

ARTICLES

FROM-THE-TABLETop 10 Green Initiatives You Can Do For Under $100. 16

PERSPECTIVE

30

34

38Get credit for the ways you generate and save power within the district. Energy credits represent a new revenue stream for schools when utilized to their fullest potential!By Terry F. Stoklosa

Energy Credits:What Are They and How Can They Truly Benefit Your District?

Beyond Buildings: Creating a Culture of Stewardship

Todays green school is ultimately created by its community and occupants and defined by culture and practices. Building this culture is an investment in our students future.By Stuart A. Brodsky, AIA, LEED AP

Environmentally Sound vs. Financially Sound

www.iasbo.org | 5www.iasbo.org | 5

ON MY LIST

THE FINAL WORD

Organizational health forms the context for everything. The process of getting there is simple yet humbling.

43

RESOURCES

Explore Your Options: Construction delivery, maintenance and going green.

44

Great Ideas from Great Illinois ASBO MembersKeith D. McLean Dir./Buildings & GroundsRich Twp. HSD 227

Having worked in maintenance and operations for Illinois schools since 1990, Keith believes

that although the role of the facilities director has changed significantly, the ultimate goal is the same the education of children in a safe and healthy environment.

46

40

Environmentally Sound vs. Financially Sound

Damage ControlThe true cost of neglecting your buildings and some thoughtful decisions now that will save your district in the long run.By Raymond L. Costa Jr. and Kerry Leonard

6 | Update Magazine / Fall 20136 | Update Magazine / Fall 2013 IL CTOOctober 18, 2013

Register your team today at: www.illinoistechcon.com

This years keynote speaker Keith Krueger, CEO of the Consortium for School Networking, will address the new collaborative roles for chief technology officers, chief academic and financial officers, as well as the superintendent as a part of the school district technology team.

Build Your Dream Team for Digital Transformation

I always envision this conference as a Superintendent and Tech Directors chance to talk, reflect and plan ahead.

-TechCon Attendee

Come Together at TechCon If you register three staff members from your district, the fourth can

attend at half price!

www.iasbo.org | 7

SIMPLY SAYING

The resulting recommendations project an average payback of less than six months, with a net annual cost savings of over $121,000.

www.iasbo.org | 7

Glenbrook HSD 225 participated in an RCx study at each of its two high schools. Each school was awarded a DCEO grant and each school worked with its own approved service provider. The program had an initial data collection phase of six months and an implementation and verification phase of 12 months. Each school committed to an investment of $10,000 in projects identified as having a payback of less than 18 months. Plant operations and maintenance staff assisted with on-site evaluations and service providers were given access to building automated systems, essential for accurate trending of data. Testing was conducted on systems such as boilers, dampers, humidity control systems, temperature set points and CO2 sensors with cost analyses performed on areas suitable for retro-fitting. The resulting recommendations project an average payback of less than six months, with a net annual cost savings of over $121,000.

In addition to cost savings resulting from systems efficiencies, a retro-commissioning study also serves as a healthy endeavor for internal and external communication. An RCx study clearly presented as a positive exercise to evaluate system performance will garner internal support. Communicating positive results both internally and externally will serve to strengthen community support with respect to long-term facility health and sustainability.

FOOTNOTES:

1. http://smartenergy.illinois.edu/retro-commissioning.html

2. http://www.ildceo.net/dceo/Bureaus/Energy_Recycling/Energy

3. http://smartenergy.illinois.edu/

FROMTHEPODIUM

Retro-Commissioning: A Process of Assessing Energy Efficiency

Retro-commissioning (RCx) is the systematic discovery, documentation, review and improvement of energy operations through a process of identifying no-cost or low-cost savings opportunities that efficiently match building performance to functional requirements.1 Instead of focusing on capital improvements, the program offers assessment and guidance in identifying measures of improving the control, scheduling and operation of current building systems. The targeted goal is to significantly reduce energy consumption by diagnosing problems and implementing recommendations to tighten up existing system flaws.

The RCx program is fully funded by the Illinois Department of Commerce & Economic Opportunity (DCEO).2 The Smart Energy Design Assistance Center (SEDAC), an applied research program at the University of Illinois at Urbana-Champaign, manages the RCx program, with services performed directly by SEDAC staff or by pre-approved service providers.3 The RCx service providers conduct building assessments and recommend a range of measures having an estimated payback of 18 months or less. Once recommendations are received, the school district must implement at least $10,000 of agreed upon measures and participate in a post-implementation site visit. The $10,000 commitment may include costs of staff participation from the initial assessment process through the implementation and evaluation stage.

Hillarie J. SienaASST. SUPT./BUSINESS AFFAIRSGLENBROOK HSD 225

PERSPECTIVE / Board President


Career Development and Educational Training for those responsible for Facilities, Operations, Safety, Risk Management and School Finance.

November 14-15, 2013

Kalahari Resort &

Conference Center

Wisconsin Dells, WI

Register at

WASBO.com/FacilityMasters

Now, more than ever, you are being called upon to be a leader in your school

district. A end this conference to enhance your leadership skills with Knowledge &

Networking.

General Sessions Personal Accountability, Jim

Bearden, CSP Idea Exchange: Sharing Challenges

and Solu ons

Learn from Peers and Industry Experts about

Auxiliary Services Best Prac ces in School Facili es Leadership Learning Environment Opera ons Safety, Security & Risk Management SchoolDude User Training & Lab Technology, Social Media &

Communica on Unfunded Mandates

Connect with vendors who specialize in ooring, management software, grounds equipment, maintenance, cleaning, roo ng, energy, security and more, all in one place.

Network with facilities, operations, safety, risk management and school nance professionals.

Credit offered for Wisconsin ASBO Facility Manager Core (Modules 4 & 5) and Continuing Education Certi cations and Illinois ASBO Facility Manager Certi cation. Certi cation approval requested for CPMM & CPS. Earn graduate credit through Viterbo University.

Registration and Sponsorship Attendee and Exhibitor

Registration Now Open at WASBO.com/FacilityMasters

For information on registration or sponsorship opportunities call 608.249.8588.

WISCONSIN

Hosted By In Participation With

Limited scholarships are available at


6th Annual

Lets Get PersonalIts All About You,

Your Skills and Abilities

Personal AccountabilityIndividual accountability, the alterna ve to vic mhood, is the rst requirement for individual and organiza onal success. Accountable people recognize the impact of outside factors on them and their situa ons. They also understand that the choices they make about those outside factors are o en more powerful and have more impact on them than the factors themselves.When it comes to leadership & personal accountability, Jim Bearden, CSP, speaks from experience. From College Class President to Marine O cer to President of the Bearden Resource Group, Jim has been leading people for over 40 years.Jim Bearden

Register Today!Early bird rates through

October 23Attendee $195

(after October 23 $215)Exhibitor $455

(a(a(a(a(a(a(a(a(a(a(((((( ftftftftftftftererererererer OOOOOOOctctctctctctctobobobobobobobererererererer 22222223333333 $5$5$5$5$5$5$5$$$$ 0550505050550505)))))))))))))))

www.iasbo.org | 9

FROMTHEOFFICE

Michael A. JacobyEXECUTIVE DIRECTORILLINOIS ASBO

PERSPECTIVE / Executive Director

SIMPLY SAYING

With billions of dollars of resources invested in Illinois

school facilities, we must be sure to care for and

develop them to their fullest potential.

Illinois ASBO Partnership with the Association for Facilities Engineering (AFE): In response to a growing need raised by some of our premier facilities professionals, Illinois ASBO has taken the first steps to offer both Certified Plant Supervisor (CPS) and Certified Maintenance Manager (CPMM) programs through AFE. Five Illinois ASBO members have been trained to deliver the preparation programs for Illinois school facilities professionals who desire to sit for these certification exams. This is an exciting new direction for the Association, and we are very proud of the hard work our new trainers have committed to this program. Information about future training sessions will be available on our Web site later this year.

Facilities Forum at the Illinois ASBO Annual Conference: This year we kicked off a concept that we call a conference within a conference for facilities professionals. Programming and breakout sessions were developed that specifically addressed facilities

issues. A special one-day Conference rate was available and it included access to the Exhibit Hall and after hours networking events. This was the beginning of an ongoing effort to make our Conference applicable to facility-focused members. In 2014 we will expand on this concept, so be sure to watch for Conference registration information around December 1.

These three initiatives, along with this issue of UPDATE and the initiation of two new facilities regional groups, demonstrate our commitment to raising the focus on facilities as a key variable in the K-12 educational arena. With billions of dollars of resources invested in Illinois school facilities, we must be sure to care for and develop them to their fullest potential. This requires high quality facilities professionals and the dissemination of high quality knowledge and information about facilities to all Illinois ASBO members. We are committed to both!

Three Ways Illinois ASBO Promotes Facilities Best Practice

This issue of UPDATE, with a focus on facilities and construction, is extremely timely as it relates to some of the key actions and goals that Illinois ASBO has embraced over the past few years. Here are three areas where we have made significant commitment and progress:

Midwest Facility Masters Conference: This November we are proud to be a continuing partner in this collaborative effort with Wisconsin ASBO. Several other state affiliates are also involved, but Illinois and Wisconsin are the two primary partners. This conference includes at least 11 breakout sessions planned and delivered by Illinois ASBO, an exhibit hall that includes many Illinois ASBO Service Associate members and general session speakers chosen collaboratively to support facilities professionals. I would encourage all of our members to consider attending or sending a facilities professional to this conference. It will be held on Thursday, November 14 through Saturday, November 16 at the Kalahari Resort & Conference Center in Baraboo, Wisconsin.

Career Development and Educational Training for those responsible for Facilities, Operations, Safety, Risk Management and School Finance.

November 14-15, 2013

Kalahari Resort &

Conference Center

Wisconsin Dells, WI

Register at


Now, more than ever, you are being called upon to be a leader in your school

district. A end this conference to enhance your leadership skills with Knowledge &

Networking.

General Sessions Personal Accountability, Jim

Bearden, CSP Idea Exchange: Sharing Challenges

and Solu ons

Learn from Peers and Industry Experts about

Auxiliary Services Best Prac ces in School Facili es Leadership Learning Environment Opera ons Safety, Security & Risk Management SchoolDude User Training & Lab Technology, Social Media &

Communica on Unfunded Mandates

Connect with vendors who specialize in ooring, management software, grounds equipment, maintenance, cleaning, roo ng, energy, security and more, all in one place.

Network with facilities, operations, safety, risk management and school nance professionals.

Credit offered for Wisconsin ASBO Facility Manager Core (Modules 4 & 5) and Continuing Education Certi cations and Illinois ASBO Facility Manager Certi cation. Certi cation approval requested for CPMM & CPS. Earn graduate credit through Viterbo University.

Registration and Sponsorship Attendee and Exhibitor

Registration Now Open at WASBO.com/FacilityMasters

For information on registration or sponsorship opportunities call 608.249.8588.

WISCONSIN

Hosted By In Participation With

Limited scholarships are available at


6th Annual

Lets Get PersonalIts All About You,

Your Skills and Abilities

Personal AccountabilityIndividual accountability, the alterna ve to vic mhood, is the rst requirement for individual and organiza onal success. Accountable people recognize the impact of outside factors on them and their situa ons. They also understand that the choices they make about those outside factors are o en more powerful and have more impact on them than the factors themselves.When it comes to leadership & personal accountability, Jim Bearden, CSP, speaks from experience. From College Class President to Marine O cer to President of the Bearden Resource Group, Jim has been leading people for over 40 years.Jim Bearden

Register Today!Early bird rates through

October 23Attendee $195

(after October 23 $215)Exhibitor $455

(a(a(a(a(a(a(a(a(a(a(((((( ftftftftftftftererererererer OOOOOOOctctctctctctctobobobobobobobererererererer 22222223333333 $5$5$5$5$5$5$5$$$$ 0550505050550505)))))))))))))))


Illinois Association of School Business OfficialsNorthern Illinois University, IA-103108 Carroll AvenueDeKalb, IL 60115-2829P: 815.753.1276 / F:815.516.0184 / www.iasbo.org

Update Editorial Advisory Board PDC COORDINATOR MEMBERS

Richard A. Lesniak, Ancillary ServicesKristopher P. Monn, Educational EnterpriseGrant L. Sabo, Facility ManagementCathy L. Johnson, Financial Resource ManagementKevin Dale, Information ManagementRobert J. Ciserella, Information ManagementPaul A. O'Malley, SustainabilityAmy McPartlin, Materials & Services Management

BOARD & EXTERNAL RELATIONS MEMBERS

Nelson Gray, President-ElectKurt J. Hintz, SAAC Chair

AT-LARGE MEMBERS Sandra Kwasa, Illinois Association of School BoardsPhyllis A. Hanna, Glen Ellyn SD 41John A. Gibson, Homewood SD 153 Susan L. Harkin, Comm. Unit Sch. Dist. 300Eric Miller, Skokie SD 69

STAFF MEMBERS

Michael Jacoby, Executive Director 815.753.9366, [email protected] P. Bertrand, Assistant Executive Director 815.753.9368, [email protected] Byers, Communications Coordinator815.753.9371, [email protected] Rebekah L. Weidner, Staff Writer/Editor815.753.9270, [email protected] M. Olson, Designer815.753.7654, [email protected] A. Curry, Designer815.753.9393, [email protected]

Illinois ASBO Board of DirectorsHillarie J. Siena, President Nelson W. Gray, President-ElectSusan L. Harkin, TreasurerMark E. Staehlin, Immediate Past President 201114 Board of DirectorsDavid Bein, Jennifer J. Hermes, Glayn C. Worrell 201215 Board of Directors David H. Hill, Luann T. Kolstad, Ann C. Williams201316 Board of Directors Dean L. Gerdes, Cathy L. Johnson, Lyndl A. Schuster

Illinois ASBO Board LiaisonsKurt Hintz, Service AssociateAdvisory Committee ChairMichael A. McTaggart, Service AssociateAdvisory Committee Vice ChairTerrie S. Simmons, ASBO International Liaison Debby I. Vespa, ISBE Board Liaison Laurel DiPrima, IASB Board Liaison

Privacy Policy All materials contained within this publication are protected by United States copyright law and may not be reproduced, distributed, displayed or published without the prior written permission of the Illinois Association of School Business Officials. You may not alter or remove any trademark, copyright or other notice from copies of the content.

References, authorship or information provided by parties other than that which is owned by the Illinois Association of School Business Officials are offered as a service to readers. The editorial staff of the Illinois Association of School Business Officials was not involved in their production and is not responsible for their content.

MAGAZINE

THE

Check out www.iasbo.org/events or the latest Calendar of Events included in the UPDATE mailing for full seminar listings including location and PDC sponsorship and register for professional development today.

UPCOMING FALL SEMINARS

Date Time Session Location

09/10/13 8:00 AM Environmental and Life Safety Program Naperville

09/13/13 8:30 AM Advanced Excel for the Business Office Naperville

09/24/13 8:00 AM Joint Educational Support Professionals Conference Springfield

09/25/13 8:30 AM Debt Issuance Fundamentals Naperville

10/01/13 8:30 AM ISDLAF+ School Finance Seminar: Preparing the Tax Levy Naperville

10/02/13 8:30 AM ISDLAF+ School Finance Seminar: Preparing the Tax Levy East Peoria

10/02/13 Delegate Advisory Assembly Meeting Naperville

10/03/13 8:30 AM ISDLAF+ School Finance Seminar: Preparing the Tax Levy O'Fallon

10/04/13 PDC Meeting of the Whole Lisle

10/08/13 8:00 AM Budget & Financial Projections Naperville

10/14/13 8:30 AMLearning to Lead by Applying the Five Levels of Leadership AAC #1360

Bourbonnais

10/16/13 8:00 AM Staffing Issues in Operations and Maintenance Naperville

10/17/13 8:30 AMLearning to Lead by Applying the Five Levels of Leadership AAC #1360

Naperville

10/18/13 7:30 AMTechCon: Technology and Financial Issues for the 21st Century Conference

Naperville

10/24/13 Illinois ASBO's Pre-Conference Trip to Salem Salem, MA

10/25/13 2013 ASBO International Annual Meeting & Expo Boston, MA

11/05/13 8:00 AM Educational Facility Design, Renovation & Construction Naperville

11/14/13 6th Annual Midwest Facility Masters Conference Baraboo, WI

11/22/13 IASB/IASA/IASBO 81st Joint Annual Conference Chicago

11/22/13 7:00 AMLegal Implications of the use of Technology in a School District AAC #686

Chicago

11/22/13 7:00 AMLearning from Lincoln: Leadership Practices for School Success AAC #1098

Chicago

11/22/13 7:00 AM Seminar on School Finance AAC #1062 Chicago

12/06/13 7:30 AM Educational Professionals Support Conference Naperville

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September 2013


Proactive maintenance is the approach that is most recommended by AIAs, GCs and ESCOs. Proactive maintenance looks at the current systems, operating hours, life-cycle of the equipment and potential energy savings from more efficient equipment and focusses on a long range plan of attack. Understanding your building needs and game planning for the future 3, 5, 10 years will help eliminate paying premiums when equipment fails at the wrong time. Proactive maintenance puts the district in an offensive position and allows districts to prepare for future expenses versus the typical blindsided needs approach. Equipment never fails at an appropriate time; it is usually at the worst moment when the most student/staff/community will be affected.

When evaluating the cost benefit of preventative maintenance, it is important to fully recognize the cost of unplanned maintenance versus planned maintenance. Planned maintenance allows the district to develop a budget, negotiate the pricing for material and labor and be more efficient by accomplishing multiple tasks at one time. Unplanned maintenance and repairs typically results in paying a 20-30% premium on both the labor and material (due to the urgency), plus it is an inefficient use of districts' personnel time. It takes about as much time to discover, research, price, order and implement a single unplanned item as the same personnel would spend on an entire menu of planned maintenance tasks. The combination of premiums on labor and material and the inefficiency on the districts personnel can make the same work cost 100-200% more.

SIMPLY SAYING

Proactive maintenance puts the district in an offensive position and allows districts to prepare for future expenses...

FROMTHEFIELD

Making a Proactive Plan of Attack

Maintaining your facilities is an ongoing process. If you were to take a look at your annual budget, how much money are you forecasting to spend? Typically, in a unit district with roughly 10-15 buildings, the value of assets could be upwards of $500 million yet the operations and maintenance budget yearly is well less than 1%. Why is this? How can you make improvements?

Districts can help themselves by analyzing their facilities from a utility and maintenance standpoint. Looking at utility info allows the district to better understand their energy usage. High BTUs/sqft and high demand charges typically cost the district thousands of dollars each year. Understanding when the buildings are using peak demand rates and changing schedules accordingly could result in a huge annual savings to the districts' utility spend. Outdated, inefficient lighting and equipment can also be evaluated to determine if retrofitting now will save money later. Information is the key. Being reactive to emergencies causes overspending, takes away from other important issues district personnel should be dealing with and potentially wrecks a budget. With accurate and complete analysis and information a district can be proactive and ultimately far more cost effective and efficient.

PERSPECTIVE / SAAC Chair

Kurt J. HintzBUSINESS DEVELOPMENT MANAGERPERFORMANCE SERVICES, INC.


CONTRIBUTORS

Dennis E. BanePrincipalDLR Group

Has over 20 years of working with school districts locally, regionally and nationally. Located in Chicago, he works for the worlds largest provider of K-12 professional planning, design and construction services.

[email protected]

Stuart Brodsky, AIA, LEED-APAssociate PrincipalCannon Design

An award-winning architect, Stu has dedicated over 25 years to designing and planning education facilities. He serves on the Board of Directors and co-chairs the Green Schools Committee for the U.S. Green Building Council Illinois Chapter.

[email protected]

Raymond L. Costa Jr.Retired Dir. /Business

Holds a Ph.D. in Anthropology and an M.A. in Educational Leadership. Spent 14 years working at Chicagoland universities before switching to elementary in 1994. He has served as facilities manager, business manager and superintendent.

[email protected]

Matthew DusterhoftDir. /TechnologyLockport Twp. HSD 205

Twice a graduate of the University of Illinois with a B.S. in Elementary Education (95) and MBA (08), Matt has been in technology for 18 years and in educational technology for 12.

[email protected]

John FuhrerDir. /Operations & Facilities North Shore SD 112

Serves leadership roles in the Illinois ASBO Lake County School Facility Managers Regional and Operations & Maintenance PDC. Has earned his Certified Plant Maintenance Manager (CPMM), MBA and is pursuing SBO Certification at NIU. [email protected]


Marya Graff, LEED-AP, Assoc. AIA Sustainability ConsultantCannon Design

Marya is a sustainability consultant at Cannon Designs Chicago office. Marya is currently guiding Stevenson High School through LEED-EBOM recertification.

[email protected]

www.iasbo.org | 13

Doc KoteckiAccount ExecutiveEnergy Systems Group (ESG)

With nearly 40 years in the building automation, temperature control, security and construction industry, Marion promotes facilities solutions for K-12, higher education and local governments. He shares his expertise on Illinois ASBO [email protected]

Kerry LeonardArchitectFGM Architects, Inc

Believes we have the responsibility to make better learning environments through design. Kerry advocates for using a continual improvement strategy to adapt, change and evolve to maintain quality facilities aligned with changing [email protected]

Scott R. MackallDir. /Facility Mgnt. and TransportationPark Ridge Niles CMCSD 64

Co-Chair of the Lake County School Facility Managers Regional Group, Scott is CPMM certified and has presented both for Illinois ASBO and at the Wisconsin ASBO Midwest Facility Masters Conference.

[email protected]

Andrew H. PigozziPrincipalStudio-GC

Is a 20-year veteran architect leading the K-12 practice area and directing quality control on various municipal and government projects. Johns extensive background has honed his attention to detail and passion for quality [email protected]

Mark S. MicheliniAsst. SuperintendentAdlai E. Stevenson HSD 125

Past Illinois ASBO Board member and presenter at multiple conferences, Mark has helped lead the way in sustainable practices at Stevenson.

[email protected]

John R. McNuttPartnerShales McNutt Construction

COO for Shales McNutt and a third generation construction professional, John has been delivering projects for a decade and half. He has a passion for building projects through the collaboration of all team members.

[email protected]

Has worked in the education and energy sector his entire 26-year career. John holds his CSBO and is the former Director of Facilities at Geneva CUSD 304. He serves as chair of the Illinois ASBO Planning and Construction PDC.

Is an Independent Energy Consultant with over 30 years of sales and consulting experience. Terrys primary focus has been dedicated to delivering a variety of energy related solutions to his clients that create value through efficiencies.

Terry F. StoklosaPresidentTFS Alliance [email protected]

John R. Robinson, IIIGeneral ManagerPerformance Services, [email protected]


CASE STUDY / Life After LEED Certification

GROWING AND STAYING GREEN

GROWING GREEN: ACHIEVING LEEDIn June of 2011, Stevenson High School became the first high school in the country to receive LEED-EBOM Certification. This program is the national benchmark for design, construction and operation of high-performance green buildings. Gold certification is the second-highest level in the four-tiered LEED ratings system.

Stevenson received gold certification by earning enough points in the LEED rating system that measures several areas, including:

Water and energy use and conservation. Indoor air quality. Management of waste and recyclable materials. The use of environmentally preferred products and

practices for cleaning and alterations. Sustainable purchasing policies.

To achieve this, Stevenson made a number of changes in its day-to-day operations including cutting back on electricity and natural gas use during non-school hours, increasing recycling and using less paper that saved the school an estimated $100,000 in energy and natural gas costs during the 22-month certification process.

Merv Roberts, a Stevenson Board of Education member, commented, This is a remarkable accomplishment because we have a school with a footprint of nearly one million square feet and we have more than 4,500 people here on a daily basis Earning LEED gold status is a validation of our green initiative to reduce the schools carbon footprint.

STAYING GREEN: LIFE AFTER LEEDBut obtaining LEED-EBOM status is only the start of the journey. The true key to our success will be our ability to ingrain sustainable practices into the day-to-day life of our students as well as the buildings. To that end, the High School broke down the road to sustainability into two paths: student life and building operations.

The student life team took on several projects through the SAVE Club, the Green Team and the Math Division. The Green Team submitted a video to the If I had a Trillion Dollars to Save the Planet contest and won national recognition for their entry. The SAVE Club partnered with Solid Waste Agency of Lake County on the largest single day collection of electronics in Lake County history, as well as a shoe collection with the Vernon Township that brought

Two years after achieving Leadership in Energy and Environmental Design for Existing Buildings: Operations and Maintenance (LEED-EBOM) gold-level certification from the U.S. Green Building Council, Stevenson High School reflects whether it was worth it and how they are continuing on the path to sustainable practices.

Refer to the article Growing Green in the Summer 2011 issue of UPDATE to learn

more about Stevensons recycling initiative.

www.iasbo.org | 15

in over 2,000 pairs of slightly used shoes. And finally, the Math Division is measuring the correlation between kilowatt burned and heating and cooling degrees to analyze the effect of the schools green initiatives.

On the operational side, the schools business partners have led the way in new and creative ways to save energy. The Sodexo Campus Services team annually participates in the Department of Commerce and Economic Opportunity energy efficient grant program. Since the LEED-EBOM certification process, participating in DCEO grants has become normal operating procedure. In addition, Sodexo was instrumental in creating opportunities where both paths cross the implementation of a campus wide composting program is an excellent example. Through composting, the District hopes to divert 40 tons of garbage from the landfill.

The Siemens team has also made significant contributions to the schools sustainable efforts. Of primary importance is the Districts energy star rating, which under Siemens leadership went from the 88th to 92nd percentile. In addition, Siemens was instrumental in several campus

upgrades, from replacing variable frequency drives on a series of air handling units to dimming of hallway lighting.Of special note is the Smart Energy Design Assistance Center (SEDAC) at the University of Illinois. The SEDAC team performed a level II energy audit that was instrumental in our LEED-EBOM certification and followed that up with a retro-commissioning project that has set a path for school energy improvements.

THE PATH TO RECERTIFICATIONThe USGBC takes the concept of journey to sustainability to heart; Stevensons certification is good for five years. To recertify in 2016, the District must track, monitor and improve upon existing systems, policies and procedures in line with changing certification requirements. With the help of our LEED-AP professionals at Cannon Design, we have begun the process for recertification. Cannon Design meets semi-annually with school operational personnel to prepare for recertification and ensure the team is on track. At this stage, we are confident that we will receive recertification once the process is complete.

By Mark S. Michelini ASST. SUPERINTENDENTADLAI E. STEVENSON HSD 125

Marya Graff, LEED-AP, Assoc. AIA SUSTAINABILITY CONSULTANTCANNON DESIGN

Students planting green trays for one of many

District green roofs.

Students conducting a water flow study - measuring how much water is used and how fast it goes down the drain.


School districts throughout Illinois are facing tremendous financial challenges due to reduced funding from Springfield, decreased revenue from diminishing EAV, and higher operating costs. There are, however, no-cost and low-cost measures that can be implemented to reduce utility and operational costs and improve the educational environment for all students. Consider one or more of the following suggestions for your district as first step toward a district-wide plan

3.

FROMTHETABLE / Green Initiatives

SEDAC Energy Assessment School districts in the Ameren Illinois, ComEd, Nicor Gas, North Shore Gas and Peoples Gas utility service areas can get Energy Assessments provided at no cost through the Smart Energy Design Assistance Center (SEDAC). SEDACs services are funded through the Illinois Energy Efficiency Portfolio Standard (EEPS). The energy assessments are done for both existing buildings and new construction, and are customized to the building characteristics and energy use specific to that facility. To date, SEDAC has assessed over 1,200 facilities covering 111 million square feet. Call 1.800.214.7954 for more information and how to submit an application.

Log monthly utility expenses on a spreadsheet Just as it is imperative to pay your monthly natural gas, electric and water utility bills on a timely basis to avoid late fees, keeping track of all utilities for each facility (both usage and monthly expenses) will alert the administration of an abnormality and drive the implementation of corrective action. Utilize Energy Star Portfolio Manager to track and assess energy and water consumption for all district facilities.

US GBC Green Apple Day of Service Interested in having your school make a greater impact in the community? September 28, 2013 is the second annual Green Apple Day of Service; on this day K-12 students, teachers and administrators are encouraged to plan a school sustainability project and work with community volunteers to create a positive environment for change. Districts can develop a wide variety of projects, from planting school gardens, to collaborating on clean-ups, to hosting e-waste recycling drives, or they may customize a project to meet local goals. The project could be a successful single-day event or kickoff a year-long program. For more details, contact Cortney Adams, USGBC-Illinois Program Coordinator at [email protected] or 312.245.8300 x202.

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Timers and occupancy based sensors If an area is not being used by students or staff, install timers or occupancy-based sensors to shut off equipment that is not needed

Exit fixture replacement Exit signs are on 24 hours, 365 days per year. Replacing incandescent fixtures with LED reduces electricity use by 80%. DCEO provides a $25 rebate/incentive for every replaced exit fixture.

Green Nozzle Program The "Green Nozzle" is a high efficiency pre-rinse spray valve for use in cafeterias that will save 545 therms of natural gas annually due to a reduction in hot water usage. The valve is designed to save $400 annually on natural gas bills. Green Nozzles are provided for free through a partnership between DCEO and the University of Illinois at Chicago Energy Resources Center (ERC). To request a free Green Nozzle, please contact the ERC at 312.996.2593.

VendingMiser The typical vending machine consumes $150 in electricity annually. The materials to install a VendingMiser typically cost $150, and the savings generated through reduced running time and reduced maintenance result in a quicker-than twelve month payback.

Retro-commissioning Retro-commissioning provides an expert analysis of your school to verify if all of its energy-using systems are performing optimally. The program identifies no-cost and low-cost energy saving improvements that can reduce your energy usage and operating costs. Contact Tom Coe at 217.785.2433 or [email protected] for more details.

Weather stripping Having an entrance door with deteriorated weather stripping is the same as leaving a 1/8" gap around the entire door, or having a 6" diameter hole. Materials to install new weather stripping and door sweeps cost less than $50, but can save hundreds of dollars in heating and cooling costs.

Promote promote promote Just as the three most important rules of real estate are location, location, location, districts need to promote, promote, promote! Whatever you are doing to encourage utility savings and promote sustainability, use all available methods to communicate it to the community, board of education, school administration, teachers, and most importantly, the students. Board agendas should include discussions on utility expenses; school district websites should have a link highlighting latest efforts and corresponding results; and districts should incorporate sustainability in classroom instruction including math, writing, literature, speech and science.


By John Fuhrer DIR./OPERATIONS & FACILITIESNORTH SHORE SD 112

Scott R. Mackall DIR./FACILITY MGMT. AND TRANSPORTATIONPARK RIDGE NILES CMCSD 64

In the Spring of 2010, an important question was brought up at the Illinois ASBO Regional Lake County School Facility Managers (LCSFM) meeting: How do we as Facility Managers offer more value to the school districts in Illinois? The answer that emerged was a CERTIFIED FACILITY TRAINING PROGRAM. This led to more questions: Who? How? Which? And again, How?

From there, we continued this mission through monthly meetings focused on this goal. Several facility managers from two groups spent months reviewing options for the program and we invited multiple organizations in the facility field to find the right fit of certification/program and need. After much discussion and review, the Association for Facilities Engineering (AFE) became the clear choice!

Two and a half years after the initial discussion, the AFE Certification Program has now taken the first steps by certifying the first five public school facility managers.

AN INVESTMENT IN THE DISTRICTS MOST VALUABLE PHYSICAL ASSETThe certification program is designed to teach facility professionals how to maintain, track, predict and extend the life of a districts most valuable physical asset, the building(s). Someone once said they thought investing in the classroom was the most productive use of tax payers dollars and any money spent on facilities was a waste. Our response to that comment is, the facilities are the classrooms for generations. To understand the benefit of this training, you must first understand that maintaining your facility is not an expense; it is an INVESTMENT.

Illinois ASBO (in conjunction with AFE) will be offering two levels of certification: Certified Plant Supervisor (CPS) and Certified Plant Maintenance Manager (CPMM).

Topics covered in these courses include but are not limited to:

1. Creating a preventative maintenance program.2. Utilizing your computer maintenance management system.3. Work culture and the impact on your facility.4. Predictive maintenance program.5. Reliability centered maintenance program. 6. Indoor air quality.7. Managing energy cost.8. Conflict resolution.9. Return on INVESTMENT.10. Backlogging.

When looking at long range planning, one of the first and most beneficial items needed is to understand the condition and needs of a facility as they pertain to curriculum and enrollment. The lessons learned through AFE certification will provide the tools and knowledge to obtain this information as well as how to continue an excellent program of maintaining your facilities.

INFORMED CHOICES AND A POSITIVE IMPACTWe hope you see the pattern: creating and collaborating with your team and professionals in education to improve the spaces where student learning takes place. As AFE says so well, from the boiler room to board room, the certification(s) will allow you to not only understand the why and how, but to articulate that information to boards of education in a format that will allow them the ease of making informed choices. The certification will have a positive impact for students and staff while doing so in the most cost efficient manner.

Find out more about this valuable new program for facilities professionals at: www.iasbo.org/FCT

PATHTOSUCCESS / Facilities Certification

FROM THE BOILER ROOM TO THE BOARD ROOM

To understand the benefit of this training you must first understand that maintaining your facility is not an expense; it is an INVESTMENT.

FACILITIES CERTIFICATION COMES TO ILLINOIS ASBO

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PERSPECTIVE / On the Profession

Mike BrownDIR./FACILITIES MGMT., ARLINGTON HEIGHTS SD 25

A: We have gone to occupancy sensors in all the lighting systems, which will reduce our carbon footprint and electrical utility costs for decades to come.

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Ron N. DeGeorgeDIR./BUILDINGS & GROUNDS, PROSPECT HEIGHTS SD 23

A: We've changed all our outdoor lighting to LEDs and as a result have realized a huge savings in our utility bills. We are replacing all our indoor lighting with more energy efficient T8 lamps with occupancy and daylight censors. We have also started a new geothermal project for heating and cooling of the entire district, which will basically eliminate our boilers and gas bill, give us new equipment and have the ability to have heating and cooling at the same time throughout the district, besides for being green.

Daniel R. FordASST. SUPT./FACILITIES & TRANSPORTATION, BERKELEY SD 87

A: We have installed occupancy sensors for the lights in all buildings and in some schools the occupancy sensors control the HVAC. The HVAC equipment uses variable frequency drives and is digitally controlled. We have upgraded some of the outdoor lighting to LED. The cleaning products we use are considered green.

What is a sustainable practice you have implemented in your district?

SCHOOL BUSINESS 101

Scott R. MackallDIR./FACILITY MGMT. AND TRANSPORTATION, PARK RIDGE NILES CMCSD 64

A: We have done lighting upgrades. The other thing we are doing is HVAC upgrades in four of our buildings. We are moving from pneumatics to DDC controls and that is huge on the sustainability side as it uses much less energy and provides a better environment for students.

FROM THE BOILER ROOM TO THE BOARD ROOM

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By Matthew Dusterhoft DIR./TECHNOLOGYLOCKPORT TWP. HSD 205

POINT OF VIEW

The Next GenerationEmerging Internet Technologies and What They Mean for Your DistrictRunning water, electricity and reliable access to the Internet: these are the new basic utilities that no organization can function without. As more curriculum is being delivered to the classroom through technology, adding Internet access to this list only makes sense. The problem is that Internet access and our computer networks require much more attention and dollars to maintain than plumbing or electricity.

As schools are rapidly evolving around technology, there are many things that need to be considered.

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The Next Progression of Internet ConnectionInternet connection is simply the point at which the Internet comes into a building, while bandwidth is the amount of data that can move across your connection.

Historically the internet connection was a T1 provided through AT&T and the bandwidth was the service that the Illinois Century Network (ICN) provided. These T1 connections are no longer viable solutions for school districts bandwidth needs.

The next progression of Internet connection is optical fiber. The build-out cost to add fiber to a building is difficult to estimate until you have vendors examine your locations. The largest variable is the distance the vendor needs to run new fiber to connect it to your building. The build out costs are often waved if you sign three or five year contracts for service. Once installed, fiber is highly reliable and will grow as bandwidth requirements continue to increase.

Evaluate Your Needs: Bandwidth needs will vary between districts. The minimum bandwidth that ICN now provides is 20 times higher then what a T1 can handle, yet this may only be a fraction of what larger districts will need. Vendors and local technology staff can help determine and monitor how much bandwidth a district requires.

The Evolution of Firewalls and Content FilteringOriginally designed to keep unwanted traffic from coming into a local network, firewalls have evolved to be able to closely examine the content of the all network traffic. The in-depth examination of network traffic allows for better understanding of how the network is being used.

All traffic must also be filtered for content: drugs, violence and pornography. At the most basic level, this is blocking websites by their address or URL. However, this simple URL blocking is no longer sufficient. Newer, more advanced products allow more granular control to govern the use of social media or the amount bandwidth users can use to stream video. An example of granular control is that a district can allow access to Facebook but users could not post updates or play games effectively, making Facebook read only.

Assess Your Controls: Controlling the amount of bandwidth that is being consumed becomes important when events like the college basketball playoffs begin every spring. Vendors can now offer both content filtering and bandwidth control in one device. This can be cost effective but can sometimes limit the full set of features a district may need.


The in-depth examination of network traffic allows for better understanding of how the network is being used.

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POINT OF VIEW / Emerging Internet Technologies

The New Standard of Local Area Network (LAN) WiringMany organizations went through the pain of wiring their local computer networks in the mid 1990s. Locations around the buildings, known as closets, had to be located and the wires were pulled from the closets to the classrooms. Then fiber backbone had to be pulled from the closets to the main server room. It is likely that the type of cable used was Category5 (CAT5) or Catagory5e. This type of wire could transmit at 100Mbs or 1Gbs, respectively, over a short distance. These speeds can still provide adequate bandwidth to the end users in most situations but that might not be the case long term. Devices and users are able to consume significant bandwidth and any new wiring should be Category6.

It is also important to examine the fiber connections that connect the closets to the main sever room. The fiber that was probably used in the 1990s is only capable of transmitting at 1Gbs. Considering that 1Gbs is now a standard needed to run every PC and wireless access point, a single 1Gbs connection between the closet and sever room is a bottle neck that needs upgrading. 10Gbs fiber is now the standard. It should be relatively straight-forward to upgrade the fiber as vendors can use existing conduit paths to pull the new fiber.

Examine Your Set Up: When examining your local wiring, keep in mind all of the devices that are now accessing your computer network. A small list includes PCs, printers, LCD projectors, wireless access points, security cameras, HVAC controls, Point of Sale terminals and door access controls.

Light Speed Changes to Network Switches and Wireless Networks Network switches are the devices that all of the wireless plug into so that they can communicate with each other. There have been continuous improvements to this equipment and costs have not significantly increased. Switches should be on a replacement schedule between five and eight years in most cases as they are some of the most stable pieces of the network.

The biggest changes and challenges continue to occur in the wireless network. The wireless network is all of the access points hanging on the ceiling. Early wireless networks were individual access points (APs) working independently. Access points today work together using a controller that allows administrators to manage all of the access points from a single interface.

The other change in APs is the speed at which they can transfer data. The industry has labeled the different types of access points as B, G, N and the upcoming AC. It is not important how they work but that each one is faster than the last. Current networks consist of G and N access points and anything new should not be less then N. There is considerable industry buzz around these new AC access points.

Take Caution: AC Wireless technology is still very new, and while the access points can transmit data quickly, almost all end user devices are unable to make use of the added speed. It will be about two years before the devices catch up to the access points. The increased demand for wireless access is no longer about having an access point close enough to get a strong signal but about having enough access points to service the number of devices that are trying to connect to the APs.

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Moving Toward the FutureBudgeting and funding all of the pieces of an increasingly important computer network can be challenging but are essential to the curricular success of a district. As the demands are based on the curriculum, it is time to review expenses of textbooks, workbooks and copy paper to see where cost reductions in old methods can be utilized toward the future.


WHAT ARE YOUR

OPTIONS?


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Analyzing Delivery Methods

WHAT ARE YOUR

OPTIONS?

Selecting a construction delivery method is one of the most important decisions that your district will make when considering capital projects. When choosing between methods, the owner must consider many important questions:

What is the scope and complexity of the project? Is this a project we have done before that we feel comfortable managing? Who will take responsibility for overseeing that our district needs and interests are fully accommodated?

All of these factors and others including project schedule, short- and long-term goals and a comfort level in working with various vendors can play into the decision of which route to take.

COVER STORY

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Although this article provides guidance on delivery methods, it is not meant to be an all-encompassing guide. These are opinions of the authors, and are meant for informational purposes. lllinois ASBO encourages members to thoroughly research and vet projects before making your choice.


DESIGN-BID-BUILDTraditional Model Involves competitively bid, lump sum construction contracts that are based on complete and prescriptive contract documents prepared by architects.1

Defining/Typical Characteristics Three prime playersowner, designer, contractor.

Two separate contractsowner-designer, owner-contractor.

Final contractor selection is based on low bid or best value: total cost.

Three phasesdesign, bid, build. These phases may be linear or overlapping if a project is fast-tracked or bid-out to multiple prime contractors.

Well-established and broadly documented roles.

Considerations Construction phases are sequential and may require more time.

Owner is at risk for final construction cost. Actual construction costs are not known until design and bidding are complete.

CONSTRUCTION MANAGEMENT AT-RISK (CM AT-RISK)Gaining PopularityInvolves a construction manager who takes on the risk of building a project. The architect is hired under a separate contract. The construction manager oversees project management and building technology issues.1

Defining/Typical Characteristics Three prime playersowner, architect, CM at-Risk.

Two separate contractsowner to architect, owner to CM at-Risk.

Final provider selection based on Qualifications Based Selection or best value: fees

Establishment of a Guaranteed Maximum Price.

Considerations Management role of CM-Contractor can be seen as an added cost.

CM-Contractor may provide less building than a bid approach to protect margin of profit. Possible conflict of interest with role as both construction manager and contractor.

DESIGN-BUILD A Single Source SolutionThe owner contracts with a single entity, the design-build entity, for both design and construction. The design-build entity can be led by an architect or a contractor and can consist of any number of people.1

Defining/Typical Characteristics Two prime playersowner, design-build entity.

One contractowner to design-build entity.

Final design-builder selection may be based on any of the following: direct negotiation, qualifications based selection, best value: fees or total project cost, or low bid.

Continuous execution of design and construction.

Considerations Conflict of interest with role as designer and contractor.

Hidden reductions in quality are possible when cost-savings and design changes are determined by design-builder. Short-term construction savings may outweigh life-cycle costs.

Historically, the General Contract (or Design-Bid-Build) has been considered the traditional approach. However, according to the American Institute of Architects (AIA), newer models such as Construction Manager at Risk and Design-Build have been gaining popularity amongst public entities. According to AIA articles on the issue, each of these routes has some defining characteristics and considerations.1, 2

Learning from the perspective of key players in the processan architect, a construction manager and a performance contractorbrings out a number of elements to keep in mind as you decide which route to take. Read on to hear what our three experts have to say.

THREE UNIQUE ROUTES.THREE DIFFERING PERSPECTIVES.

>>>FOOTNOTES:

1. Primer on Project Delivery. The American Institute of Architects and the Associated General Contractors of America (2011).2. Understanding Project Delivery for the Design and Construction of Public Buildings. AIA Minnesota.

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COVER STORY / Analyzing Delivery Methods

Within the realm of CM there are additional choices to be made. Will the CM be simply the owners agent or will they be the constructor? Is there a Guaranteed Maximum Price or is it cost plus a fee? How are fees evaluated for a CM? The Construction Manager as a Constructor (At Risk) approach has become the most popular delivery system for those going the CM route and offers many advantages:

Allowing an owner to select their construction team using the Qualification Based Selection process (or continue an existing relationship) and avoid being saddled with a low-bid contractor without any input.

The opportunity to have full preconstruction services such as budget and schedule oversight, constructability and value review, comprehensive scope of work development, etc.

Competitive, public bidding of not just a single general contract package, but 25-30 individual trade packages which ensures the best market pricing the option for a Guaranteed Maximum Price.

The protection of the CM firm holding the sub- contracts and therefore liability for the performance of subcontractors as opposed to the CM Agency scenario in which the owner contracts directly with the trade contractors and has direct exposure. This exposure can be financial, contractual, safety, quality, warranty, etc. Ultimately, the owner is insulated in all of these areas and has a single contractual agreement with only one firm.* If an issue arises on a project, the owner needs only to look to his CM for answers.

Ultimately, the CM Constructor (At Risk) approach seems to offer the best option. Qualifications Based Selection means an owner chooses the best team for their project and gains early involvement of the construction partner. Competitive bidding of all trades means the best pricing and a level playing field for multiple contractors. The contract type allows for a single source of responsibility for the owner and limits exposure to liability. The fee is negotiated and essentially takes the place of a general contractors fee, which means there is no premium for this method.

CONSTRUCTION MANAGEMENT: CHOOSING YOUR APPROACH AND EVALUATING FEES

In the Discussion: John R. McNuttPARTNERSHALES MCNUTT CONSTRUCTION

SOME ADVICE ON EVALUATING CONSTRUCTION MANAGEMENT FEES Since a CM is hired through a selection process, there is a question on how to evaluate fees. While discussion of this topic could fill its own article, there are a few key things to remember. There are typically three key components to fees: preconstruction fee, construction fee and general conditions. The first two are fairly easy to evaluate as they are expressed in either lump sum or a percentage of construction cost. The last one, general conditions, can be more difficult. It can include many different components ranging from project manager and superintendent costs to temporary toilets and dumpsters. When evaluating this component, it is crucial that you compare apple to apples. CMs may take very different approaches that should be scrutinized closely.>

www.iasbo.org | 27ADDITIONAL ARTICLE ASSISTANCE PROVIDED BY:JOHN SHALES, PARTNER, SHALES MCNUTT CONSTRUCTION

*There are two contracts involved with the construction management method, one with the construction manager and another with the architectual firm.


There is an alternative procurement method that school districts are turning to that, when done right, can greatly improve the quality and delivery of a complex project. A Guaranteed Energy Savings Contract (GESC), also commonly referred to as a Performance Contract, is defined by Article 19b in the Illinois School Code. The advantages of this process are many, but they all result from two primary distinctions:

The ability of the district to buy on value The school district does not need to select the low-bid but can rather make a decision based on value. In addition, the designs are subject to competition, which is lacking in the traditional approach. This motivates designers to not only consider quality and functionality of the design, but also the cost of construction, operation and maintenance. The lifetime operating costs can often far exceed the initial costs and so they need to be looked at closely. The school district can evaluate multiple options with stated operating and life-cycle costs and be in charge of deciding which option is best for them.

The single-source accountability component This means that one company is responsible for the entire project both the design and the construction (putting performance contracting in the Design-Build category). The GESC provider performs the design, purchases the equipment and hires and manages the subcontractors. This simple difference creates a whole host of unique benefits to GESCs. For one, there is no more finger-pointing. The GESC provider accepts responsibility and is contractually obligated to deliver the project as promised. Additionally, because one company controls all the pieces involved, they can often provide outcome guarantees in the form of energy savings and no change orders. Environmental guarantees pertaining to temperature, humidity, ventilation, mechanical noise and light levels can also be included. Finally, the speed of delivery is dramatically improved when the design and construction teams are one unit and on the same page.

Ultimately, all delivery methods have their rightful place. For complex construction projects, particularly those that include mechanical, electrical and controls systems, Guaranteed Energy Savings Contracts can offer unique value and substantial benefits to school districts.

PERFORMANCE AN ALTERNATE DELIVERY METHOD

In the Discussion: John R. Robinson IIIGENERAL MANAGERPERFORMANCE SERVICES, INC.

Construction can be a frustrating topic for school districts. There is too much to do with too little money. Projects often go over budget, past deadlines and frequently end with a different outcome than expected. Surprisingly, rarely are these shortcomings due to failures of your project teams, or because they werent good enough. The construction industry is loaded with talented individuals and great companies. Rather, the issues occur because of the way these services have been traditionally procured. The perils are baked in at the very beginning.

The Lowest Responsible Bidder approach can be effective for simple commodity purchases. However, when things get complex, as construction often does, the effectiveness of this approach becomes severely limited.

Indeed, a great of deal of additional work and burden, both on the district and project teams, is actually created because of the low bid process. How much additional time do you spend trying to figure out exactly who is responsible for the problem on your project? Its not easy when there isnt one person in charge. And with so many different people involved, often with competing interests, how is the speed of delivery impacted? The project naturally takes more time and effort. Or how about when the bids come in over budget are you surprised? How is the design team motivated to keep the project costs down? For so long, weve been fine tuning the traditional approach to reduce problems and improve the process. But rarely do we acknowledge how the procurement process creates the problems in the first place.

THE PROBLEM WITH TRADITIONAL PROCUREMENT METHODS

CONTRACT

ING:

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COVER STORY / Analyzing Delivery Methods

FROM AN ARCHITECT'S PERSPECTIVE: BENEFITS AND DRAWBACKS TO EACH MODEL

In the Discussion: Andrew Hays Pigozzi, AIA LEED APPRINCIPALSTUDIO-GC

www.iasbo.org | 29

Andrew brings a unique perspective, not only having been a practicing architect since 1990, but having also served on his local school board for the last six years. He firmly believes that when it comes to construction delivery methods there is no silver bullet.

DESIGN-BID-BUILDThis is the easiest to comprehend, everyone understands their roles and I am convinced that under normal circumstances it is the best value. All of the costs associated with construction are competitively bid and the designers and contractors are in separate camps to keep each other honest.

It does have its risks, as you never know what the market will bring you. We've all heard the bad project stories. There is a bit of mystery as to who will be the lowest bidder; the person who made the biggest mistake or had sharpest pencil (or iPad).

Insider Tip: Even with other delivery methods there is always open bidding on the subcontractor level which can have the same inherent risks. Also, there are ways of screening bidders by using experience requirements.

CONSTRUCTION MANAGER AS ADVISOR OR AT RISKHiring a Construction Manager at Risk or as Advisor is a good option especially on large, complicated, multi-phased projects. There is excellent opportunity to take advantage of economies of scale and work at multiple sites. There is still the advantage of competitive bidding and CM and A&E fees are usually in line within industry standards.

The design phase benefit of CM includes added opinions for scheduling and cost estimating that are always helpful. But, detailed cost estimates are almost always an additional service and value engineering is a beautiful phrase for eliminating scope and quality.

Insider Tip: As with all delivery methods, it comes down to: Who can I trust? Who do I feel comfortable working with? And, most importantly, who will get the job done? There is no science indicating which of these two methods is more cost effective.

DESIGN-BUILDIt sounds nice that the designer and builder are on the same team with one source of responsibility. But architects and contractors will always view projects differently and I think that's a healthy thing as long as there is respect each other. I never understood the benefit of this method for public schools in Illinois with the current procurement laws. Those rules have been in place for a long time and for very good reasons. The attempts at Design-Build in Illinois for public schools are more of a hybrid of CM at Risk with the architect. The owner is left all alone with no checks and balances.

PERFORMANCE CONTRACTINGThis can work well if the work is limited and directly related to verifiable costs savings. These savings should not include cost avoidance money. This method works best for: lighting replacements, HVAC equipment replacements and energy management/control systems. In this tough & uncertain economic era (the new normal), it's definitely something to consider.

Insider Tip: Make sure the savings can be independently verified and also make sure you are aware of the grants available from agencies such as DECO when considering your options.


Environmentally Sound

vs Financially Sound


How can districts decide to spend money on sustainable strategies when they have no money?

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By Dennis E. Bane PRINCIPALDLR GROUP

ARTICLE

Redefining ValueEarly in the design and planning process it is common practice to establish expectations and priorities. To maximize value, many solutions are explored along with estimated costs, which typically exceed the initial budget. This is a necessary step, to most an evil one, but nonetheless a necessary one to ensure all solutions are explored and priced accordingly to allow educated decisions that ultimately define value.

Since each district has different needs, expectations and priorities, the definition of value is different. As the decision-making process refines the definition of value, possible solutions and corresponding costs are re-prioritized until the final solution meets expectations, goals, needs and is fiscally responsible.

This is the most critical time in the process. Project scope and correlating cost models developed here are carried forward to set the tone for projects to come. Financing often requires an election. Communities, hopefully, have made the decision to invest financially in the proposed solution, have determined it to be fiscally prudent and, therefore support the cause. Once this becomes so, the cost model created during the planning stages becomes the budget.

You have heard the term Guaranteed Maximum Price or GMP well, all things considered, this is your GMP. There is no more money. Expectations have been set, now it is time to deliver. This places enormous responsibility on those involved in planning and the process itself. The decisions made here will last for years to come.

OK, I understand, nothing new here right? You have heard it all before right? What does this have to do with sustainability? Everything.

A New Cost PerspectiveDuring the planning phase, all who are vested in the project begin to formulate opinions related to costs. As the planning process unfolds, participants will hit a fork in the road. Individual cost decisions are either viewed as an expense or an investment. Early in the process there may be a balance, but as the project scope begins to take shape so does your cost perspective.

If the decision-making process is properly facilitated and orchestrated, school districts should feel that initial cost to implement a proposed solution is an investment, not an expense. If the decision-making process proceeds to maximize the bang for the buck, focusing on the the buck instead of the bang, then we are in expense mode.

According to William Reed, in The Integrative Design Guide to Green Building, this translates into trying to make the building cheaper by cutting out pieces, reducing scope, or both, often by plucking away any green components that appear to represent low-hanging fruit, because they were conceived as an additional layer of desired elements.

There are two key problems with expense mode thinking: We are too focused on the initial costs and not enough

on long-term cost. The design process has not infused enough information into the decision-making process to support educated decisions. Decisions are made without understanding their long-term impacts.

We view sustainable solutions as additional layers. Additional layers take resources out of the classroom. Districts cant afford additional layers in their buildings. Additional layers are afterthoughts afterthoughts are not integrated into the decision-making process.

If the decision-making process is informed and a broader perspective is considered, deciding whether to spend money on sustainable strategies is no longer the question at hand. The actual question is: How much can school districts afford to invest?

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In both cases, Siloed Optimization is at the root of the problem. William Reed defines Siloed Optimization in The Integrative Design Guide to Green Building. He explains that, Optimization of the buildings individual systems are primarily done in isolation, based on rule-of-thumb conventions that target abstract, generalized standards. These systems are then assembled into a building.

A Holistic ApproachRather than assembling building components into systems that interact in unplanned ways, we should be creating holistic solutions whose individual parts influence other parts and, in turn, the building as a whole.

Russell Ackoff demonstrates this point in Redesigning the Future, English does not contain a suitable work for system of problems. Therefore I have had to coin one. I choose to call such a system a mess. The solution to a mess can seldom be obtained by independently solving each of the problems, of which it is composed.

Paint as a Sustainable StrategyWhat, paint? You usually wouldnt think of paint as a sustainable strategy. Not when thinking in a vacuum, but it is when thinking holistically.

Picking the right kind of paint reflectance can reduce the number of light fixtures in a room, which reduces heat gain, which reduces the size of mechanical cooling equipment, which all results in smaller electrical load. Furthermore, reduction in the number of light fixtures reduces the number of light bulbs purchased over the life of the building and reduction of utility use reduces bills paid for electricity over the life the building.

So, picking the right kind of paint reduces initial construction cost of the lighting and mechanical supply and distribution systems and has long-term cost savings associated with operating and maintaining said systems. These effects, as well as the environmental impact associated with burning of fossil fuels to provide energy all stem from a simple discussion about paint. Short-term savings can be re-invested in other components. Long-term savings can be diverted from operation budgets to additional resources in the classroom.

A New Way of Looking at LightingIn the late 70s, sixteen triple lamp T12 fixtures were needed to do what twelve triple-lamp R8 fixtures could do, and what nine triple-lamp T5 fixtures can do today while still maintaining the roughly 50 foot-candles recommended for classrooms. Technology has allowed the number of fixtures to be cut nearly in half. Now we talk paint and reduce those numbers by 25 percent.

Without taking the time to discuss and analyze holistically, rules of thumb are applied and rooms become over lit. Calculations rarely include optimal reflectance values so more fixtures are purchased, meaning more replacement parts to buy, more to maintain and more energy consumption. Maximize the useful life of a light fixture; the costs of using more light fixtures than necessary can add up to huge dollars.

A typical sustainable strategy suggested when working in isolation is to include alternates such as daylight sensors, occupancy sensors, indirect lighting, light shelves, etc. Since they were discussed only in the context of lighting, and not holistically with other systems, they were designed independently like an option to purchasing a car. When it comes time to buy, they can easily be stripped off. When that happens, bang for the buck is lost.

Holistic, blended, sustainable strategies pay for themselves over time and allow more financial resources to be allocated to learning.

Over the life of a building the initial cost of construction is estimated to account for 4-6% of the total

cost of ownership. Thus 94-96% is attributable to operational cost.

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ARTICLE / Environmentally Sound vs. Financially Sound

Embracing the New RealitySince 1975, lighting has been the main focus of energy savings. Fifty percent of a buildings electrical consumption and 40 percent of cooling loads were driven by lighting. Savings realized since 1975 are doubled with the recent adoption of the 2012 International Energy Conservation Code. As such, Illinois has catapulted to one of the top three states addressing energy consumption.

Just think how many more components go into a buildings systems beyond paint and lighting. Think about: How the building envelope (exterior walls and roof)

impact interior systems. How differing exposure to natural elements impacts

the makeup of those walls (window types, thermal bridging, etc.).

Reframing the DiscussionSustainable strategies need to be a natural part of the decision-making process and, instead of being a single topic of discussion, be blended into all discussions. If so, the question isnt How much can I afford to spend on sustainable solutions? but rather How much can I afford to invest in energy efficiency, long-term operational costs and indoor air quality? Holistic, blended, sustainable strategies pay for themselves over time, provide a better teaching and learning environment and allow more financial resources to be allocated to learning.

Holistic Thinking as the New NormNew Norm More comprehensive energy analysis during the planning phase, such as energy modeling to predict energy use, will better inform design parameters that allow educated decisions, focused on investing, to be made.

New Norm Commissioning before occupancy will verify actual energy use and be a predictor of future energy use.


Beyond Buildings: Creating a Culture of StewardshipTodays resources to create a green school have never been greater. While a green school can often be defined by its building, todays green school is ultimately created by its community and occupants and defined by culture and practices. Neither the building nor the culture has to come first, but the culture sustains the long-term vision and invests in our students future actions. Best stated by the Center for Green Schools, Green schools are more than buildings. They are places where children learn the wonders of the world and teachers prepare the next generation of leaders and citizens.

Numerous green school case studies exist for new buildings and comprehensive renovations that focus on sustainability and environmental stewardship. Advancements are gaining momentum to include increased energy-efficiency code requirements, building material innovations and understanding the indoor environmental impact on learning. Current progress will continue with more stringent building codes and as schools voluntarily comply to reduce energy costs, learning environments will improve, as well as operate more efficiently.

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ARTICLE By Stuart A. Brodsky AIA, LEED AP, ASSOCIATE PRINCIPALCANNON DESIGN

Similarly, innovative resources are available to grow our next generation of green school communities. 133,000 existing K-12 schools across the country 5,200 of which reside in Illinois can greatly impact students and future leaders through implemented programs and community connections. From an early age, students learn the importance of stewardship, understand the impact their decisions and actions have on their community and how their leadership can influence the world.

While a green school can often be defined by its building, todays

green school is ultimately created by its community and occupants and defined by culture and practices.

Call to Action: Green Apple Day of ServiceActions speak louder than words and the best opportunity for a school to move down the green path is to engage in a project that galvanizes the school community. Environmental service learning projects fulfill an environmental need while elevating student actions and attracting parents and community members to school mentorship roles.

In 2012, the Center for Green Schools created the Green Apple Day of Service that gives parents, teachers, students and organizations the opportunity to transform schools into healthy, safe and productive learning environments through participation in service projects. These projects create lasting, positive awareness of green schools and model sustainable practices.

The U.S. Green Building Councils Illinois Chapter adopted the Green Apple Day of Service and developed a unique mentor-pairing program: professional green building community members volunteer as mentors to plan, support and work with schools to prepare successful projects. Most projects are accomplished with low or no cost and many attract sponsors that expand the original scope. Some projects have even inspired ongoing efforts and continue with a newly empowered school green team.

The 2012 Illinois program resulted in: 28 registered projects, over 500 volunteers and 28,000

volunteer hours. Projects including waste audits, murals, garden and rain

barrel installations, recycling and student art signage for energy- and waste-reduction education.

The Green Apple Day of Service is an annual event, occurring nationwide on September 28, 2013. Illinois mentor-pairing program will again leverage local expertise to help local schools. Although the 2013 pairing process will be complete by the publication of this article, it is never too late to join the initiative. Project ideas, case studies and sign-up details are available via the Illinois Chapter of the USGBC website.

Green Apple Day of Service: Dr. Bessie Rhodes School of Global StudiesServing families in the Evanston/Skokie CC School District 65, the Dr. Bessie Rhodes School of Global Studies selected an Educational Poster Campaign for the first Green Apple Day of Service in 2012.

Proving very little money is necessary to impact change, students created colorful signs to remind their classmates to make green choices. Students used recycled materials to feature facts about saving energy, conserving water, promoting cleaner air and taking steps toward promoting a healthier learning environment.

2012 Dr. Bessie Rhodes School of Global Studies, Green Apple Day of Service


Taking your Green School into the FutureThe Green Apple Day of Service can be an entry point for a green school, but aligning environmental stewardship with the schools culture and operations completes the initiatives cycle. So how do energized green teams from the Day of Service find programs that approach sustainability more comprehensively, provide recognition opportunities, participate in an established framework and measure results in policy, operations and maintenance?

National and Statewide Recognition: U.S. Department of Education Green Ribbon SchoolsThis award honors schools that are exemplary under three pillars:1. Reduce environmental impact and costs.2. Improve the health and wellness of students and staff.3. Provide effective environmental and sustainability

education, which incorporates science, technology, engineering and mathematics (STEM), civic skills and green career pathways.

The Illinois State Board of Education launched the first Illinois Green Ribbon Schools (GRS) awards program in 2012, recognizing schools that are leading the way to promote sustainability and environmental education. For 2013, Illinois joins 39 other states participating in the federal Green Ribbon Schools award program to commend the greenest and healthiest schools in the nation.

GRS 2012 Illinois winner: Chicago Public Schools, Academy for Global Citizenship (see photo, above)The Academy for Global Citizenship, a charter school on Chicagos southwest side, engages the whole child in an enriching academic community focused on academic excellence, international awareness and environmental stewardship. Offerings include daily yoga, gardening, schoolyard chickens, organic meals, wellness instruction and ecologically sustainable practices. AGCs new home will retain these elements while incorporating an array of new environmentally responsible features, including a net-positive energy school design.

Framework for Integration of Sustainable Principles: Eco-SchoolsEco-Schools, started in 1994 by the Foundation for Environmental Education, is an internationally-acclaimed framework to help educators integrate sustainable principles throughout their schools and curriculum and foster a greater sense of environmental stewardship among youth. Via school-based action teams of students, administrators, educators and community volunteers, the Eco-Schools program strives to model environmentally-sound practices, provide support for greening the curriculum and enhance science and academic achievement.

Certified schools undergo a thorough application process and succeed in organizing and implementing a comprehensive assessment of their school. The program includes a seven step change process that empowers youth-led leadership:

1. Establish an eco-action team.2. Perform an environmental review/audit.3. Develop an eco-action plan.4. Monitor and evaluate progress.5. Link to educational curriculum.6. Involve the entire school and larger community.7. Create an Eco-Code, or a mission statement.

Aligning environmental stewardship with the schools

culture and operations completes the initiatives cycle.

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Illinois ASBO UPDATE Fall 2013