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Facilities Assessment Panel
2011 Leadership WeekendFriday, April 29
Panel ParticipantsMarty Abrams, Program Co-Chair
John Wisniewski, CDF, Program Co-Chair
Stan Polmateer, Program Creator
Carl Thurnau, PE, SED Liasion
Judith Johnson, Superintendent (retired), Peekskill City SD
Origin of the Program• Began in 1999
• To-date, completed 30 Assessments
• Variety of Districts ServedoLarge districts – Peekskill City SD, YonkersoSmall districts – Canastota, Panama CSDoBOCES – Monroe BOCES I, Nassau BOCES
Details of the TeamTailored to districts’ needs and goals◦ align them with team members' particular strengths,
customizing each Assessment
Team includes:◦ Seasoned, experienced facilities professionals◦ Certified Directors of Facilities (CDFs)◦ NY State Education Department, Office of Facilities
Planning staff member (including Carl Thurnau, PE)◦ Director of Strategic Planning and Development
Details of the Site VisitA Team of Education and Facilities professionals travels to district
tour the buildings and grounds interview district stakeholders
The Team works closely with the district's facilities management staff throughout the Assessment to discuss and review standards and best practices.
The AnalysisConducted using accepted standardized criteria and data (comparative indices, work standards, systems analysis, safety and health requirements, managerial practices, and so on)General areas of analysis include:
• Range of facilities services• Budgeting• Organizational structure• Staffing levels• Work planning• Capital planning• Space requirements for
facilities functions• Equipment needs• Automated systems
• Energy management• Safety and security• Health and environmental
issues• Expectations of
stakeholders• Quality of service• Relationships with school-
based and community organizations
The Result – A Road MapThe end product = comprehensive set of recommendations for an improved, systematized, efficient and cost effective facilities management organization
Designed to help each unique school district benefit from efficient and effective facilities that support an inviting environment for teaching, learning, and sports programs and community activities
Post-AssessmentProvide Final Report
Maintain Contact with District
Make Board Presentations
Case Study: Peekskill City SD
• Why a Facilities Assessment with SBGA?
• Post Assessment - What recommendations implemented?
• How Program benefited the district?
10
The Journey
The view from the Ground to Shovel Ready
GOAL: Safe, Sound, Contemporary Schools that address the needs of all studentsFacilities that support the opportunity for all students to learn to high standards
The Process• Citizens committee• Budget analysis• External expertise• Staffing Analysis• Staff interviews• Data Collection• Bonds for Capital Projects
Continuos Improvement vs. Stagnation
Costs vs. SavingsEnergy Efficient environmentsSafe environments Staff competenciesField Conditions Aligning facilities to program needsReactive vs. Anticipate
The Options: Repair, Renovate, Restore, Replace
Repair - upgrade technology systems
Renovate - the fields, science labs, carpeting, media center, auditorium
Restore - Artifacts
Replace - roofs, a building, a pool, lockers, carpets, boiler equipment, security systems
15
QUESTIONS & ANSWERS