(C.A.S.H.) Conference - California`s Coalition for Adequate School

Transcription

Conference Brochure
36th ANNUAL CONFERENCE ON SCHOOL FACILITIES
February 23-25, 2015 • Sacramento Convention Center • www.cashnet.org
C.A.S.H. 36th Annual Conference
As we enter 2015, the economy is on an upswing and the residential housing sector is beginning to bounce back. With over
$9 billion in bonds on the November 2014 ballot, local communities and school districts are committed to meeting their
facilities construction and modernization needs with robust local bond programs. The Coalition for Adequate School Housing
(C.A.S.H.) continues to actively advocate for preservation of the State-Local partnership for school facilities, though it is clear
that the trend is toward a greater reliance on local resources. While we don’t yet know what the future holds, 2015 is certain to
be a pivotal year for school facilities.
Regardless of funding source, school facilities projects face a multitude of state and local requirements, such as the new
Department of Industrial Relations (DIR) prevailing wage monitoring program. While conversations continue about the future
of a State facilities program, the Governor and other key decision-makers are targeting resources to specific policy p riorities
under programs such as Proposition 39 and the Drought Response Outreach Program for Schools (DROPS). While these
programs will not meet all needs, they provide tools to address important issues. Additionally, school districts and county
offices of education (COEs) are adjusting to the new school finance system, the Local Control Funding F
ormula (LCFF),
which creates new challenges and opportunities for meeting facilities needs.
Under the leadership of Jenny Hannah, Chair of the C.A.S.H. Annual Conference Planning Committee, the Committee
has developed a program to provide attendees with a range of options addressing current topics, emerging issues, and best
practices. The Conference will provide the venue to explore what may be next for the State facilities program, and how schools
can continue to meet their facilities needs in the interim and maximize existing funding opportunities. B
uilding upon last
year’s successful emphasis on 21st Century Learning Environments, the Conference will feature the new h ands-on NextGen
Experience, bringing 21st Century Learning Spaces to the trade show floor. As always, the Conference provides attendees with
ample opportunities to share information with colleagues and to network with key state agency representatives, legislative staff
and other key policymakers.
Here are the Highlights:
u NextGen Experience: At this year’s Annual Conference we
will provide a NextGen Experience on the trade show floor
located in the back of the exhibit hall. The NextGen
w
Experience is a hands-on simulated learning space
Ne
s
i
designed
to provide relevant content around the latest
Th
!
r
a
innovations
in the interior of the classroom. The
Ye
NextGen Experience showcases innovation in several areas including, but not limited to: architectural, flooring,
technology, movable walls, furniture, lighting, acoustics and
like industries. The NextGen Experience offers attendees
the chance to try out new products and services that may be
utilized in their future classroom designs and connect with
industry experts in this field. The NextGen Experience is a
first-of-its-kind endeavor for C.A.S.H. and is a cutting-edge
idea to bring additional attendees onto the trade show floor.
u Dinner: A networking dinner is scheduled for Tuesday,
February 24 from 5:30 p.m. to 7:30 p.m. on the 3rd Floor
of the Sacramento Convention Center, immediately
w
f

ollowing the Reception and Trade Show. This
Ne
s
i
d

inner is included as part of the Annual Conference
Th
!
r
a
r

egistration
fee and will be a casual setting with food
Ye
stations and no-host bars and will allow attendees to
continue networking beyond the trade show reception.
u Format: Understanding everyone’s time is limited, the
Conference will continue to be three days. The content on
Monday will prove to be educational and entertaining. Be
2
sure to arrive in time to attend workshops such as Changes
in the Law 2015 and New Member, First Time Attendee?
Get the 4-1-1 on C.A.S.H. and much more. On Monday,
we will continue with the popular M&O Technology and
Demonstration Fair, a hands-on maintenance technology
session for all attendees.
u Clinics: This year’s conference offers six clinics designed
to be in-depth, hands-on learning sessions where attendees
will acquire information they can put into immediate use in
their districts and businesses.
u Roundtables: Roundtable discussions are designed to offer
an exchange of ideas in small, informal settings. With over
20 roundtable topics, attendees will have the opportunity to
interact with experts on a wide variety of issues related to
school construction.
u Workshops: Over 35 workshops on school construction,
fiscal management, architecture, high performance,
maintenance and operations, state agencies, and planning
and programming issues will be presented.
u Trade Show: The Trade Show is open during the Welcome
Reception on Monday, February 23 from 5:30 p.m. –
7:00 p.m. We will have break service and an after-lunch
dessert in the exhibit hall on Tuesday, February 24. Don’t
miss this great opportunity to visit over 150 vendors
specializing in school facilities products and services.
Tentative Conference Schedule
Monday, February 23, 2015
22nd Annual Golf Tournament - Teal Bend Golf Club, Natomas
Additional registration required
9:00 a.m. - 12:30 p.m. School Facility Manufacturers’ Association Board of Directors Meeting - Hyatt Regency
10:00 a.m. - 12:00 p.m. C.A.S.H. Maintenance Management Certification Program Capstone Presentations
- Hyatt Regency
12:00 p.m. - 7:00 p.m. Early Bird Registration
1:00 p.m. - 5:00 p.m.
Trade Show Set-Up
1:00 p.m. - 3:00 p.m.
C.A.S.H. Maintenance Management Certification Program Graduation - Hyatt Regency
2:15 p.m. - 3:45 p.m.
Workshops
3:45 p.m. - 4:00 p.m.
Break
4:00 p.m. - 5:00 p.m. C.A.S.H. Architects Committee Meeting
4:00 p.m. - 5:30 p.m.
Workshops
4:00 p.m. - 5:30 p.m.
M&O Technology and Demonstration Fair
4:30 p.m. - 5:30 p.m.
Maintenance Network Reception
5:30 p.m. - 7:00 p.m.
Welcome Reception and Trade Show
6:30 p.m. - 8:00 p.m.
C.A.S.H. School Facilities Leadership Academy Reception - Hyatt Regency
Tuesday, February 24, 2015
7:30 a.m.
8:30 a.m. - 9:15 a.m.
8:30 a.m. - 10:00 a.m.
8:30 a.m. - 10:00 a.m.
9:15 a.m. - 10:30 a.m.
10:00 a.m. - 12:00 p.m.
10:15 a.m. - 11:30 a.m. 10:15 a.m. - 11:30 a.m. 12:00 p.m. - 1:30 p.m.
12:40 p.m. - 1:10 p.m. 1:00 p.m. - 5:30 p.m.
1:30 p.m. - 2:15 p.m.
Registration Open (will remain open throughout the conference)
Roundtable Discussions
Workshops
Legislative Advisory Committee Meeting
Trade Show Open
School Energy Coalition Meeting
Workshops
Opening General Session and Lunch - Hyatt Regency
Keynote Speaker, Jim DeMasi, CFA
Managing Director and Chief Fixed Income Strategist, Stifel Nicolas & Company, lncorporated
Trade Show Open
Dessert Service in Trade Show
Continued on Next Page
All functions will be held at the Sacramento Convention Center unless otherwise specified.
3
Tentative Conference Schedule
Continued
Tuesday, Continued
2:30 p.m. - 3:15 p.m.
2:30 p.m. - 4:30 p.m.
3:15 p.m. - 4:00 p.m.
4:00 p.m. - 5:30 p.m.
5:30 p.m. - 10:00 p.m.
5:30 p.m. - 7:30 p.m.
Clinics
Reception and Trade Show
Trade Show Tear-Down
Networking Dinner
Wednesday, February 25, 2015
7:15 a.m. - 8:45 a.m.
7:30 a.m. - 8:45 a.m.
8:00 a.m. - 8:20 a.m.
8:15 a.m. 8:20 a.m. - 8:45 a.m.
8:45 a.m. - 9:00 a.m.
9:00 a.m. - 9:45 a.m.
9:00 a.m. - 10:30 a.m.
9:00 a.m. - 10:30 a.m. 9:00 a.m. - 10:30 a.m.
9:45 a.m. - 10:30 a.m.
10:30 a.m. - 10:45 a.m.
10:45 a.m. - 11:30 a.m.
10:45 a.m. - 12:15 p.m.
10:45 a.m. - 12:15 p.m.
11:30 a.m. - 12:15 p.m.
12:30 p.m. - 2:00 p.m.
12:50 p.m. - 1:00 p.m.
1:00 p.m. - 1:45 p.m. 1:45 p.m. Maintenance Network Breakfast - Hyatt Regency
General Session & Breakfast - Hyatt Regency
Guest Speaker (TBD) - Hyatt Regency
Registration Open
C.A.S.H. Business - Hyatt Regency
Break
Workshops
Legal Advisory Committee Meeting
County School Facilities Consortium Meeting
Break
Workshops
Association of California Construction Managers Meeting
General Session & Lunch - Hyatt Regency
Student Design Awards
C.A.S.H. /AIACC Leroy F. Greene Design and Planning Awards Ceremony - Hyatt Regency
Conference Adjourns
All functions will be held at the Sacramento Convention Center unless otherwise specified.
4
NextGen Experience: Transcending Boundaries
Learning has evolved. The educational process is evolving
into a new learning experience since just a decade ago. Technology is a powerful tool that gives students access to knowledge
across the globe at any time, from anywhere, and from multiple
devices. The availability of information and methods of sharing
have shifted instructors – and even other students – into a coaching role. Blended learning and project-based learning is being
embraced by many districts across the country.
Interdisciplinary integration. The current generation of learners is living evidence of what countless studies have revealed
about brain science: they must be actively engaged in the learning
process and they learn most effectively when subject matter is
integrated as it is in real life. This is accomplished by creating a
learning suite that interconnects spaces for group learning, and in
small collaborative groups, as well as individually - and technology is at the students’ finger tips.
The NextGen Experience is open during Exhibit Hall Hours:
Monday, February 23 5:30 p.m. – 7:00 p.m.
Tuesday, February 24 10:00 a.m. – 5:30 p.m.
(closed for lunch from 12:00 p.m. – 1:00 p.m.)
NextGen Experience Education Sessions:
Tuesday, February 24
10:15 a.m. - 11:30 a.m. Workshop: The NextGen Experience
1:45 p.m. - 2:30 p.m.
Small group learning sessions
2:45 p.m. - 3:30 p.m.
Workshop: Designing for STEM,
Common Core, and the CDE
3:45 p.m. - 4:30 p.m.
Small group learning sessions
Photo/graphics provided courtesy of DLR Group
The NextGen Experience. A new learning experience must
be supported by a new learning environment. The NextGen
Experience installation converges various learning areas that
can instantly transform in response to an exciting and dynamic
learning process that transcends the traditional “classroom.” The
NextGen Experience allows the convergence of space, functions, interactions, subject matter, and experiences through the
interconnectivity and flexibility of space. This evolved learning
environment can help students transcend the boundaries of the
physical space and fully engage in the learning process with each
other as well as the world beyond. The NextGen Experience
will also showcase the variety of furnishings that allow instantaneous reconfiguration – a key aspect to the new learning experience – within a technology rich atmosphere.
Interactive Workshops. Within the NextGen Experience in-
stallation, interactive workshops are planned for attendees to test
out the concepts and to discuss various aspects of the continuing
evolution of the learning environment. Come join the discussion!
Special thanks to DLR Group for their contribution in coordinating the NextGen Experience
5
About Your Keynote Speaker
Jim DeMasi manages Stifel’s Fixed I ncome Research and Strategy Group from the
company’s Baltimore, MD o ffice. The Research and Strategy Group p rovides analysis,
market insight, and portfolio management advice to a wide range of institutional bond investors, including depositories, insurance c ompanies, money managers, and public funds.
Jim authors Alpha Advisor, a monthly p ublication that provides commentary on the
economy, monetary policy, and bond market strategies. He is a f requent speaker at
investment seminars and b anking c onferences and has made s everal appearances on
CNBC, Bloomberg Television, and Fox Business News.
Jim DeMasi, CFA
Managing Director & Chief Fixed
Income Strategist
12:40 p.m. – 1:10 p.m.
Thank you to our Keynote
Speaker Sponsor:
Prior to joining Stifel in 2000, Jim worked for the Federal Deposit Insurance C
orporation
(FDIC) in Washington, DC. During his 13-year career with the FDIC, Jim served as a
bank examiner, securities a nalyst, and capital markets section manager. His primary
responsibilities at the FDIC included managing the capital markets training program for
examiners and assisting bankers in complying with regulatory policies regarding securities and interest rate risk.
Jim’s post-graduate education includes the Chartered Financial Analyst program, the
Stonier Graduate School of Banking, and the Securities Industry Institute at the Wharton
School of The University of Pennsylvania. He received a bachelor’s degree in finance
from West Virginia University in 1987. His professional affiliations include membership
in the Baltimore Security Analysts Society and the CFA Institute.
Stifel is California’s and the nation’s leading underwriter of K-12 school district bonds,
financing school facilities and technology improvements. Stifel’s work with school
districts includes general o bligation bonds, Mello-Roos bonds, leases, and refinancing
previously issued bonds. We give back to communities we serve with college scholarships to high school seniors through our annual Fabric of Society essay competition and
supporting school foundations with the Stifel Education Program (“StEP”).
8:30 a.m. – 9:15 a.m.
Are Your Facilities, Classrooms and
IT Infrastructure Ready to Support
Common Core?
Allyson Gipson, Harris & Associates
In the post No Child Left Behind (NCLB)
education standards world, 45 states have
been encouraged by the federal government to adopt the same standards for English and math, known as the Common Core
State Standards (CCSS). Added to that
evolving reality, California’s 2013–14 state
budget replaced the previous K–12 finance
system with a new Local Control Funding
Formula (LCFF). Although districts now
have more direct control of their budgets
in LCFF, many districts have not yet come
to grips with the implementation of CCSS
and the related extensive technology
infrastructure implications. Throughout
6
California many schools have insufficient
IT infrastructure, electrical power and
bandwidth to support the implementation
of even the minimum standards for 201415, much less the recommended standards
for the out years. This roundtable discussion will assist districts in understanding
the facility and technology infrastructure
challenges and opportunities posed by
CCSS and the rapidly evolving learning
environments in our K-12 classrooms.
Energy Master Planning
Rick Brown, TerraVerde Renewable Partners
With Proposition 39 underway, Local
Education Agencies (LEAs) are finally
able to move forward with plans to invest
hundreds of millions of dollars in energy
conservation and clean energy projects.
With rapidly increasing energy costs taking a larger share of a district’s overall
cost structure, and new technologies in
energy conservation and clean energy gen-
eration coming to market, districts need
planning tools to better understand how to
control and/or reduce operating costs and
how to forecast long-term capital requirements. Topics for discussion include:
•A better understanding of the key drivers
of energy costs.
•Awareness of emerging energy technology trends, including energy management and control, energy conservation,
and clean energy generation.
•Application of capital planning m
ethods
and tools to energy equipment and
facilities.
•Key steps in developing a strategic
Energy Master Plan.
Maximizing Local Business
Participation for Your Locally Funded
School Construction Projects
Tanya Wollman, McCarthy Building
Companies, Inc.
We will discuss successful processes and
lessons learned from integrating both
large and small local businesses into locally funded construction projects. This
roundtable will focus on how to develop
your project outreach plan, assembling
best qualified and local businesses, how to
mentor small local businesses while building your project and how to exceed district
and community project goals.
9:15 a.m. – 10:00 a.m.
Negotiating Technology Contracts
Lindsay Thorson, Atkinson, Andelson, Loya,
Ruud & Romo
Technology can be a powerful tool for
communicating with and among teachers,
staff and students. But, it is also a source
of legal headaches for educational institutions. This roundtable will review the dos
and don’ts when entering into agreements
to purchase or lease hardware and infrastructure to negotiating licenses for software, instructional and training materials.
Building with Two-Story Modular
Systems: Up Not Out
Dara Youngdale, HKIT Architects
The moderator will introduce the two
key ideas and discussion topics: growing
use of two-story classroom buildings as
school districts face increasing enrollment
with new schools often located on tight
sites or new classroom additions wedged
into crowded existing campuses and the
relatively recent development of two-story
modular systems. This roundtable will
provoke lively discussion around these
dual topics. Questions to be discussed
include: what are the advantages and
disadvantages of two-story school buildings (cost, time, quality, aesthetics)? What
are the advantages and disadvantages of
modular systems when building two-story
buildings?
New Markets Tax Credits for School
District Facilities
David Taussig, David Taussig and Associates, Inc.
This roundtable discussion will cover:
What types of school districts and school
facilities are eligible for New Markets Tax
Credit (NMTC) financing? How does the
NMTC financing process work, and how
much funding can a school district expect
to receive? What is the likelihood of a
school district’s project receiving NMTC
financing, and how can a district enhance
its chances? A successful use of NMTC
financing process on a specific school
facilities project during the 2014 calendar
year will be discussed.
2:30 p.m. – 3:15 p.m.
Fire, Flood, Mold - What to Do When
an Emergency Threatens Your Facility
Gretchen Shipley, Fagen Friedman & Fulfrost
Despite good planning, an unforeseen
event can quickly make your facility unusable, sending your staff scrambling to find
out the applicable rules for emergency circumstances. This roundtable will provide
a “toolkit” with the rules and guidance for:
• Holding emergency school board meetings.
•Emergency exceptions for public bidding on procurement.
•Field Act requirements for temporary
facilities.
•Emergency exception for expedited DSA
approval for new facilities.
•Communications to internal and external
audiences.
A Team Approach: The Piggyback
Bid for your Aquatic Complex, Pool
and Equipment. A New Approach
in Providing Your Olympic Quality
Aquatic Facility
David A. Doomey, David A. Doomey & Associates, Inc.
Learn the legislative authority to use a
piggyback bid and why a piggyback bid
is important to consider. Compare and
contrast the old method of pool and equipment delivery system to the benefits of using a direct manufactory purchase for the
pool and equipment. How to access the
piggyback bid and develop your TEAM.
3:15 p.m. – 4:00 p.m.
Avoiding CFD Insanity: Using What
We Learned from the Housing
Market Collapse
Daniel Maruccia, Lozano Smith
The crash of the residential real estate
market in 2007-08 brought about serious
concerns for school districts that used
Mello-Roos districts to finance facilities
needs. When the bottom dropped out,
whole developments in varying stages of
completion were abandoned, developers
defaulted on loans, declared bankruptcy,
and stopped paying property taxes, including Mello-Roos taxes. Promises made to
bondholders when issuing Mello-Roos
bonds forced school districts to foreclose
on tax liens, or else risk default on loans
and damage to their credit rating. Now,
the residential real estate market seems to
be rebounding and, again, developers are
proposing new Mello-Roos districts. But
have we learned anything? How has this
recent history changed the debt market?
What should you, as a school district
considering establishing a Mello-Roos
district, be thinking about in case we see
another bubble burst when developers get
too ahead of themselves, as before?
Controlling Your District’s Seismic
Risk: AB 300 - the Big Picture
Kenneth O’Dell, MHP, Inc. Structural Engineers
While AB 300 provides an excellent starting point for discussions regarding seismic
vulnerabilities of district facilities, it may
not provide the complete picture of potential seismic risks faced by a school district.
AB 300 addresses specific building types,
however, the bill does not address overall
risks to district-wide facilities. Too often,
school district modernization and renovation projects are faced with last minute
changes or u pgrade requirements to address
un-funded seismic upgrades. With early
assessments and planning, districts can
control their risk of change orders while
reducing their seismic vulnerabilities by
prioritizing mitigation efforts and funding
initiatives. This roundtable will discuss
why AB 300 answers only some of the risk
issues, show how a district can benefit from
better seismic risk information, and identify
a process districts can use to prioritize
response to potential vulnerabilities.
School Construction Insurance 101
Jeff Hoskinson, Bowie Arneson Wiles &
Giannone
This roundtable will provide school
district facility personnel with an overview of facility and construction insurance
requirements, various options, what to
review, what to look for, and an understanding as to some of the items they may
typically require.
7
9:00 a.m. – 9:45 a.m.
How to Build High Performing
Teams: Creating a Culture for Success
Layne Arthur, Balfour Beatty Construction
This roundtable will look at high performing teams and why they create a culture
for project success. What do they look
like? Why are they beneficial? What can
owners do to create them? The discussion
will focus on the many benefits realized
by high performing teams – both measureable and non-measurable such as increased
productivity and efficiency, reduced waste,
improved morale, increased partnership/
family feeling amongst team members,
increased trust and confidence, reduced
“red tape,” increased quality of work, increased cost and time savings, and overall
increased client satisfaction.
C.A.S.H. Vendor Education: Track
DSA, Track Lease-Leaseback
Evan Adams, Western Floor Service, Inc.
This roundtable will focus on e ducating
C.A.S.H. vendor partners on how to track
the money in the state system, and how to
get into construction specs in the lease-leaseback method. Some projects are hanging on
at DSA for three plus years, and furnishings
and finishes are frequently changed once
the lease-leaseback general contractor is
selected. Topics for discussion include:
•How to read the SAB committee reports
and figure out which districts might have
money.
•How to navigate the DSA computer
system.
•How to track when a project goes leaseleaseback and therefore falls off the
normal Dodge/Reed tracking methods
for manufacturers.
•Understanding California Multiple
Award Schedules (CMAS) or other
delivery methods.
9:45 a.m. – 10:30 a.m.
GIS and Facilities Planning
Carolyn Scholl, Chula Vista Elem. SD
ESRI’s ArcGIS geospatial information
system is used by 80% of the municipalities world-wide and a host of other entities
for planning, facilities/asset management
8
and variety of geospatial data analysis.
This is an opportunity to find out what GIS
is, what it does, how it has been applied
at the Chula Vista Elem. SD, and how and
where to get geospatial data.
Unable to Access Our GO Bond
Authorization. Now What?
Justin Rich, KNN Public Finance
In the years following one of the nation’s
most severe economic recessions, school
districts that have successfully approved
a GO bond measure are facing circumstances that prevent them from accessing
remaining authorizations. With uncertainty
as to what their next move is, how the
district is going to access their remaining
authorization remains unclear. In order
to fulfill the commitment they made with
the taxpayers of the community, which is
a problem unique to each district, there
are a number of alternatives that districts
can consider without having to postpone
their bond building program. Within our
roundtable we plan to discuss an overview
of these alternatives.
10:45 a.m. – 11:30 a.m.
Using Technology to Deliver
Sustainable 21st Century Schools
Aaron Jobson, Quattrocchi Kwok Architects
Experience the opportunity to walk
through a case-study with the design and
construction team for the celebrated new
Student Union at Cupertino High School
in California’s Silicon Valley, which
utilized innovative technologies to design
a collegiate-like facility with sustainability
at the forefront. The new Student Union
is a series of digitally connected indoor
and outdoor spaces that provide a variety of environments for students to work
collaboratively, study quietly, eat and conduct research and socialize throughout the
day – much like many of the office spaces
in the surrounding high-tech community.
LCAP and Good Repair: The Role of
Facilities in the LCFF Era
Brianna Garcia, School Services of California
Facilities services suffered severe cuts
over the last five years as budgets were
reduced and school districts worked to
minimize the impacts to the classroom.
With the establishment of the Local
Control Funding Formula (LCFF) and
the requirement to increase or improve
services to a select group of students,
more money is being directed to school
districts, but more pressure is being placed
on those budgets to restore teachers and
other instructional programs and services
and increase salaries. The roundtable will
focus on providing attendees with the tools
needed to effectively advocate for adequate funding for facilities, discuss why
and how facilities personnel need to play
a more active role in the Local Control
and Accountability Plan (LCAP) process,
illustrate the studies and data needed to
support the request for facilities funding,
and discuss the importance of making
the connection between good repair and
improved instruction.
11:30 a.m. – 12:15 p.m.
Master Planning Best Practices
Chad Hamilton, Hamilton + Aitken Architects
This roundtable will discuss successful
master plan processes that resulted in better learning environments - from district
visions, community processes and regional
planning to existing conditions, demographics, and bond preparation.
Topics include:
•Best practice processes for master
planning – How do we get there?
•What are the main ingredients of an
effective master plan?
•Not just a document – How do we use
this thing?
•Updates and reviews – How often and
what to include?
Labor Compliance Requirements
and CMU Tips
Robin Levens, Roebbelen Contracting, Inc.
Workshop Schedule
Strand Key
(FM) Fiscal Management
(HP)
High Performance
(M&O) Maintenance & Operations
(P&PM) Planning & Program
Management
(SA)
School Architecture
(SC)
School Construction
(STA)
State Agency
Continuing Education Key
(AIA) American Institute of
Architects
(HSW) Health Safety and Welfare
(MCLE) Minimum Continuing Legal
Education
*All workshops and clinics qualify for AIA
credits. Additional continuing education credits
are noted next to the title of the session.
Monday, February 23, 2015
2:15 p.m. – 3:45 p.m.
California Local School Bond Finance
Hot Topics (FM)
Jeff Baratta, Piper Jaffray & Co.
Come hear about the latest laws and regulations impacting California school bond
financing. Get the nuances of how this will
change your bond program as it relates to
cash flow, timing, and oversight in an increasingly scrutinized environment. Learn
about such things as:
• The continued impact of Assembly Bill 182.
•Enforcement actions by the Securities
Exchange Commission on disclosure and
its MCDC initiative.
•Assessed valuation growth projections
for bond sales and the impact of reassessments of properties and the overall
housing market.
•Market conditions and what investors
are looking for.
Stay up-to-date on other proposed legislation for bond finance yet to come in this
interactive discussion.
15 Years of CHPS: History, Experience
and Lessons (HP) (HSW)
Ashley Stoner, Perkins + Will Architects
The Collaborative for High Performance
Schools (CHPS) was created in 1999 as a
result of the California Energy Commis-
sion bringing together the state’s power
companies to talk about energy efficiency
in California schools. The first CHPS criteria, published in 2002, addressed healthy
and environmentally responsible school
buildings as well as the reduction of energy
consumption. Nine schools in California
participated in the CHPS pilot program
ushering in a first wave of optimism and
excitement over a new age of healthy,
sustainable school design. This workshop
will look at some of the new elementary
schools completed in the pilot program
10-15 years ago, framing the effectiveness of the design intent compared to the
lifelong maintenance and operations of the
campuses. These pilot program schools
include Newport Coast Elementary School,
(Newport Mesa USD) and Charles H. Kim
Elementary School, (Los Angeles USD).
Along with insights on maintenance
effectiveness, best practices and energy
performance, this workshop will look at
the operational benefits, challenges, and
maintenance of:
•Natural ventilation.
•Skylights, light monitors, light shelves,
and daylighting components.
•Recycled content materials.
Designers and school operators alike can
learn from a serious evaluation of which
design elements have worked and strategies
for implementing sustainable design as a
performance and teaching tool in the future.
Changes in the Law 2015 (SC) (MCLE)
Cathy Allen, Sacramento City USD
Current developments in the law profoundly alter the choices available to school districts in financing, planning, and building
schools. This session is designed to help
participants get out in front of breaking
legal issues. A multi-law firm panel will
debate significant recent changes in school
construction and financing law, along with
the anticipated short-term impacts and
the long-term effects of these changes.
Interactive dialogue with the audience
will provide the opportunity to explore
newsworthy legal issues impacting school
facilities. Possible contract and general
conditions language will be offered.
Planning 101 (P&PM)
Tova Corman, Long Beach USD
This presentation covers the basics of planning and program management (PPM) for
School Facility Program (SFP) funding.
We will look at program management as
a whole. The presentation is a dynamic,
thoughtful discussion through the PPM
basics. It’s an interactive presentation with
several sub-groups that the audience will
flow through in the course of the workshop. The “experience” will start from the
development of a program, and develop
into the following topics: planning a capital facilities bond program; site selection/
acquisition; SFP eligibility and funding,
allocation of projects; hands-on planning
with the architect (including needs assessments and prioritization of project elements); scheduling and budget planning;
and audits.
Serving Public Education Without
Violating Gift and Ethics Laws - A
Legal Review for Districts and
Consultants (MCLE)
Janet Mueller, Dannis Woliver Kelley
Increased scrutiny is being placed on the
relationships between Local Education
Agencies (LEAs) and their consultants and
service providers, particularly within the
bond construction industry. With the Fair
Political Practices Commission (FPPC)
embarking on yet another investigation of
potential legal violations resulting from unreported gifts, it is critical for both public
officials and private companies to develop:
•Shared understanding of the technical
gift rules that apply to their relationship.
•The repercussions to both sides when
rules are violated.
•Best practices for public officials.
•Best practices for vendors to develop
productive, ethics-conscious relationships while meeting the business objectives of both sides.
4:00 p.m. – 5:30 p.m.
Planning 201 (P&PM)
Jessica Mears, Santa Ana USD
This presentation will discuss advanced
topics in school facilities planning. The
workshop is designed to provide those
involved in planning school facilities with
the tools needed to make data-driven,
cost-effective decisions about current and
projected facility needs. The presentation
will cover an in-depth how-to on the following planning topics:
9
Workshop Schedule
•Preparing a needs analysis that is multifaceted and highly functional.
•Preparing a capacity analysis with the
ability to adapt to various enrollment and
program changes from year to year.
•Gathering the data necessary to capture
maximum construction eligibility.
Attend this workshop and walk away with
great take-home templates!
Prequalification Requirements,
Strategies, and Solutions (SC) (MCLE)
Philip Henderson, Orbach Huff Suarez &
Henderson LLP
Mandatory prequalification for statefunded projects is over a year old. There
are many questions and this workshop will
answer them. What forms should we use?
Does it apply to lease-leaseback projects?
How do we prequalify subcontractors?
When do we prequalify subcontractors?
Are there other changes? Are local trades
able to prequalify? This workshop will
provide ground-level and practical advice
on how best to implement your prequalification process. Even if you have prequalified projects for years, this workshop will
provide valuable take-home information.
New Member, First-Time Attendee?
Get the 4-1-1 on C.A.S.H.!
Heather Steer, Western Placer USD
Attend this fun and interactive session to
meet long-time C.A.S.H. members who are
here to help you get engaged. Begin your
journey in C.A.S.H. by building long-lasting
relationships that will assist you in continuing your success within your school facilities career. Also, learn how to navigate the
conference to get the most out of your time
in Sacramento. Learn about other educational programs that C.A.S.H. provides such
as monthly workshops and leadership and
maintenance certificate programs.
Don’t miss your chance to make new
friends and get the most out of your 36th
Annual Conference experience!
Maintenance & Operations Technology
and Demonstration Fair (M&O)
Alex Parslow, HMC Architects/School Advisors
Technology is becoming more important
for school infrastructure and classroom
instruction. These systems are inherited
by the M&O staff who have little or no
10
training on how to operate or maintain the
equipment. Learn hands-on skills and tech
niques directly from experts in the areas of
security cameras, new lighting and roofing
technologies, indoor air quality, energy
management systems, synthetic turf, fire
and security alarms, PA systems, classroom
technology, and enhanced audio systems.
Creating Special Education
Integration Opportunities: The Role
of Facilities (HSW)
Jeffrey Becker, Fresno Co. Ofc. of Educ.
Every student deserves to have a great
education, including students with special
needs! Integrating all of our students in the
least restrictive environment, in accordance with the Individuals with Disabilities
Education Act, is one of the many factors
that help our students with special needs to
succeed. One of the biggest challenges we
must conquer is providing adequate facilities that meet the needs of these students.
Come hear about the unique facility challenges we face in our quest to integrate every student and how we can work to overcome them. Whether your district operates
its own Special Education Local Plan Area
(SELPA) or participates in a county-wide
SELPA, you will hear about things you can
do to create more integration opportunities.
Explore the spectrum of student placements
from non-integrated sites to fully integrated
programs. Understand the technical barriers of our current governance structures and
facility funding mechanisms to allow us
to overcome them. Hear how the facilities
community can collaborate with special
education leaders to increase integration
opportunities for all students.
8:30 a.m. – 10:00 a.m.
From Pipeline to Bottom Line: How
Your District Can Play a Proactive
Role in Water Conservation and
Reuse (HP)
Paula Kehoe, San Francisco Public Utilities
Commission
As water becomes an increasingly scarce
resource in California, this workshop will
look to educate districts on ways to shift
their approach to water use. Beginning
with an overview of the water landscape
in California, the workshop will explain
the importance of moving from designs
that funnel water away from buildings to
designs that retain water for reuse. Using
the San Francisco Public Utilities Commission’s innovative water strategies as
a backdrop, we will investigate innovative case study solutions that are being
implemented both internationally and
right at home. The workshop will include
actionable steps that a district can take to
implement these water saving measures
including interfacing with designers and
regulators.
School Construction 101 (SC) (MCLE)
Deidree Sakai, Dannis Woliver Kelley
Presentation covering basic construction topics such as selecting your team,
budgeting, estimating, scheduling, labor
compliance, contract documents, bidding,
handling disputes during construction, and
closeout of your project. The panel including district representative, construction/
program managers, architects, and legal
consultants will discuss typical challenges
faced by a school construction program
such as mandatory prequalification,
subcontractor substitution, stop payment
notices and prompt payment violations.
Envisioning a New School Facility
Program (P&PM)
Dwayne Mears, PlaceWorks
With no state school facilities bond,
where do we go from here? Is the state’s
role changing in funding and regulating
school facilities? Is the current situation
an opportunity for C.A.S.H. to reinvent
the School Facility Program (SFP)? What
could a “new” SFP look like if the roles
of regulatory agencies are reconstituted
and streamlined? What if local school
districts are given new levels of authority and responsibility? A panel of experts
will describe their visions for a new state
program and explore ways to keep your
facilities program moving forward in this
time of uncertainty.
Making the Qualifications Based
Selection Process REALLY Work For
You (SA)
Mary Morris, HMC Architects/School Advisors
California’s Qualifications Based Selection
(QBS) laws were created to make sure the
taxpayers who fund public projects are able
Workshop Schedule
to get the full benefit of having the most
qualified professional service providers on
the job (and to make sure nobody is unjustly enriching his or her brother-in-law).
The QBS process is meant to be objective,
fair, and able to stand up to public scrutiny. Simple, right? Not always, as it turns
out. The requirements for conducting this
process are not as clear and absolute as one
might expect, and your projects may suffer
if QBS is not used correctly.
Participants in this workshop will leave
with a better understanding of:
• What California law says about when
you get to use QBS and when you have
to use it – and how to know the difference.
•Strategies for establishing a process that
delivers information you can really use
to chose project team members that best
fit your project needs -- without drowning you in useless data, inconsequential
factoids, and irrelevant illustrations (the
“Ooh, shiny” phenomenon).
•How to devise a process that can withstand public scrutiny.
•Whether or not fees are legitimate evaluation criteria, and if/when they are, how
to structure your request so you can
compare those fees to one another fairly.
10:15 a.m. – 11:30 a.m.
Balancing Safety and Security with
Learning in Schools (SA) (HSW)
Gray Dougherty, Dougherty + Dougherty
Architects LLP
Concerns with regard to safety and security for our schools, both internally and
externally, continue to rise, especially with
increased reports of violence within and
around school campuses. How can we
find the balance in providing for health
and safety while maintaining an inspirational learning environment? We will
examine case studies depicting “The New
Normal” of how today’s schools, particularly existing campuses, address key safety
and security challenges through campus
organization, adoption of Crime Prevention
Through Environmental Design (CPTED)
principles and the use of technology, as
well as how the introduction of campus
health centers is reducing campus violence
while engaging law enforcement, students
and the community.
And what will tomorrow bring? We will
explore “The Larger Perspective” of shifting the focus from safety and security in
and of itself, to proper supervision while
still promoting natural development and
learning. The panel will discuss ideas of
how creative learning and play environments with minimal supervision help
develop 21st century skills, providing the
space and freedom necessary to learn and
develop for real-world readiness while
protecting health and safety.
The NextGen Experience – On the
Trade Show Floor
The NextGen Experience is a vision of
educational space that supports a studentcentered learning model. From an educator’s perspective, participants will hear how
a learning suite with integrated technology
and flexible furnishings can enhance the
learning process by supporting a greater level of student engagement and achievement.
Designers and vendors will share the ideas
and products that can be implemented.
Learning has evolved. The educational
process has been rapidly evolving into
a new learning experience over the last
decade. Technology is a powerful tool that
gives students access to knowledge across
the globe at any time, from anywhere, and
from multiple devices. The availability of
information and methods of learning have
shifted instructors – and even other students
– into a coaching role. Blended learning,
project-based learning, and Common Core
call for rethinking the definition of learning space that allows students to be more
actively engaged in the learning process.
The NextGen Experience. A new learning experience must be supported by a
new learning environment. The NextGen
Experience offers an innovative vision of
the learning environment that responds to
the evolution of learning. From flexible,
multiuse space for a non-linear learning process, to mobile furnishings that allow space
to be transformed in seconds, participants
will see a learning suite concept that many
districts have embraced with great success.
Attend this workshop and:
• Understand – from an educator’s perspective – how learning space can respond to
a student-centered approach to learning
and elevate student achievement.
•Observe a demonstration of the flexibility that supports an inquiry and projectbased learning approach.
•Experience a concept of space designed
around the idea that learners obtain
knowledge any place, anytime, from
multiple sources, with the educator as a
coach and information resource.
•Learn about ideas and products that
can be implemented in new design and
modernizations to achieve a NextGen
learning environment.
Net Zero Energy/Water: Solve
Budget Woes and Improve
Curriculum While Improving the
Environment (HP)
Addison Covert, Kronick, Moskovitz,
Tiedemann & Girard
School districts are striving to produce as
much energy and water as they consume
(Net Zero). Case studies will discuss how
Oakland Unified School District, with community support and involvement, is implementing Net Zero Energy at an urban high
school campus to provide on-site energy
production for the school; and how Evergreen School District continues to increase
high performance at their middle school
campus by aiming for Net Zero Water, in
addition to the existing Net Zero Energy
Administration building – the first Net Zero
Energy/Emission public school building in
California. This session will also discuss the
legal and financial challenges of Net Zero
Energy and Water, how these challenges
can be overcome, and how Net Zero helps
improve curriculum, increase community
involvement, and solve budget issues.
School Construction 201 (SC) (HSW)
Gil Fullen, Balfour Beatty Construction
More advanced topics for your construction program include budgeting and
finance of projects and programs, CEQA
requirements, scheduling for projects
and programs, alternate project delivery,
health, safety and risk, and advanced
procurement including that for furnishings
and equipment.
Planning in an LCAP World - Set Your
Vision for Success (FM)
Joseph Quinonez, Montebello USD
Facilities services suffered severe cuts over
11
Workshop Schedule
the last five years as budgets were reduced
and school districts worked to minimize
the impacts to the classroom. The economy
is now recovering and with the establishment of the Local Control Funding Formula
(LCFF), school districts are experiencing
some of the biggest changes in school funding. More money is being directed to school
districts, but more pressure is being exerted
to restore teacher salaries and instructional
programs. Learn how to be the voice for
your district and advocate for facilities
funding in your Local Control and Accountability Plan (LCAP). Identifying a road
map for the needs of today and setting the
course for the future is critical. Come to this
workshop and gain knowledge of the LCFF
and Williams Act implications and impacts
on district funding and facilities. Hear some
lessons learned from other school districts
and tips on how to improve community
engagement and support for facilities, establish a facilities funding plan, and meet the
accountability requirements of LCAP.
Staffing – What’s Your Story? (M&O)
Joe Hoffman, Irvine USD
Making a business case for continued
maintenance and repair has never been
more important. Coordinating with capital
improvement programs, accommodating
the new Class Size Reduction Program
(CSRP), limited M&O dollars and rising
expectations is a challenge. Deferred
maintenance is now included in the Local
Control Funding Formula (LCFF), so how
do you advocate on an annual basis for
proper funding for staff so you have an
accurate Local Control and Accountability
Plan (LCAP) that is smart and effective?
Come listen to several M&O directors
throughout the state on what their story
is and how your district can benefit from
ideas and solutions that work.
2:45 p.m. – 3:30 p.m.
Designing for STEM, Common Core,
and CDE – On the Trade Show Floor
Can learning space really be designed
around the Five Cs – Creativity, Collaboration, Critical Thinking, Communication,
and Civility? Can design really facilitate
learning? The California Department of
Education (CDE) is exploring the role of
design in learning outcomes.
12
This session will discuss aspects of STEM
and Common Core that suggest the need
for a new approach to learning space
beyond the 960 square foot classroom. The
NextGen Experience delivers that vision.
Districts across California are focusing
on the need for integration of disciplines
to graduate students who understand real
world applications and are workplace
ready. School design can support these
goals, and the California Department of
Education is working to embrace new
definitions of learning environments.
Educational facility planners will d iscuss
the design response to an integrated,
collaborative curriculum, including simple,
cost-effective NextGen solutions for
modernization.
Attend this session and:
•Learn about the aspects of STEM and
Common Core that may guide the design
of learning space.
•Learn about how CDE is considering
new definitions of learning space.
•Learn how design of space can s upport
the implementation of STEM and
Common Core curriculum.
•Learn about ideas and products that
can be implemented in new design and
modernizations to achieve a NextGen
learning environment.
Clinics
2:30 p.m. – 4:30 p.m.
Slaying the Dragon: How to
Convince Developers to Help
Build Schools (FM)
Heather Steer, Western Placer USD
California school districts once again face
a booming housing market coupled with
a lack of state funding for new school
facilities. Now, more than ever, districts
must turn to developers to help address
resulting school overcrowding, safety
concerns regarding routes to school and
traffic, and many more issues. School
districts must be prepared by ensuring
that they understand Level 1 and Level
2 fees and options available beyond the
four corners of SB 50. This workshop
will a ddress how you can mitigate
the impacts of new development on
schools in 2015 beyond simply collecting fees. This session will address
working with developers and local
governments before and after new development is entitled, as well as how
to engage the community to manage
expectations. We will consider the
case study of one school district which
has resorted to a range of strategies
from negotiation to litigation to ensure
that its students will continue to have
adequate facilities even in the face of
explosive development.
How Do We Get There From
Here? Master Planning Best
Practices for Existing Schools
(SA)
John Dale, Harley Ellis Devereaux
As public school districts contemplate local bond campaigns to address
changing pedagogy, growth and
aging infrastructure, a master plan is
the right place to start. The process,
however, can be daunting. The reality
of existing buildings, complex and
phased implementation and budget
must be balanced with the needs of
21st Century, active learning, evolving
technology needs and community vision. Join us in an interactive session
that shares the process, pitfalls and
best practices for master planning
through the lens of four master plans,
by four different architects for four
distinct high schools in one school district, Orange Unified School District.
See how a flexible set of planning
guidelines helped shape each of the
distinctive plans.
District Superintendent, Michael
Christenson, will share his perspective
on the collaborative master planning
process, the investment the district
made in community engagement
(and why) as well as his own lessons
learned regarding the master planning and bond planning process. In
breakout sessions, the firms will share
distinct pieces of the master planning process that are applicable and
scaleable to any size district or school
master plan.
Clinic Schedule
Game Show - Dangers and Risks
to Your Project (SC)
Mark Kelley, Dannis Woliver Kelley
An entertaining and informative look
back at 2014, and a look ahead at trends
coming our way, presented in a lively
game show format. Watch the public
panel compete with the private panel,
while the audience plays along with
encouragement from the host. Huge
prizes and the pride of representing their
constituents are at stake for the panelists, who have been handpicked for their
quick wit, knowledge, and ability to perform under intense pressure. As in the
previous edition (convincingly won by
the public sector panel), questions will
cover legislation, construction trends,
new cases, and relevant news from
around the globe – some alarming, some
hilarious, and all deeply content-driven.
Cheers and respectful jeers are encouraged from the audience.
Maintenance and Operations
2015 - Building a M&O Team to
Meet the Facility Maintenance
Expectations of the District and
LCAP (M&O)
Dennis Ziegler, Santa Ana USD
This workshop will provide a planned
maintenance approach to develop
a M&O team to address the facility
maintenance needs of the district and
Local Control and Accountability Plan
(LCAP). Discussion will include:
•Site inventory of all district assets
and building components: Providing
stakeholders an understanding of the
facility needs of the district, and having a plan in place to prioritize and
address the needs.
•LCAP accountability and funding: Is
the district addressing the needs of
students to ensure we are providing a
safe, effective, and well-maintained
learning environment for all students?
•Scheduling M&O to address the
maintenance needs of your district:
It’s a team effort - school site support,
facilities, and construction; together
the team can make it happen.
•Planned maintenance: P
reventive
maintenance, ongoing routine
maintenance, and implementing best
business practices. Using all the tools
in our tool box to address the maintenance needs of the district.
Proposition 39: Year One Success
Stories (HP)
Rick Brown, TerraVerde Renewable
Partners LLC
Over two years have passed since
Proposition 39: The Clean Energy Jobs
Act was approved by California voters.
Moreover, year one of P
roposition 39
has come and gone, leaving some
districts behind while others have
already received approval of their 5-year
Expenditure Plan by the Califorina
Energy Commission (CEC). This clinic
will address both success stories and
lessons learned in order to help districts
prepare for their future submissions.
This clinic will answer the following
questions as well as any issues you have
concerning Proposition 39: What kinds
of projects have gotten approved? Who
has been successful and why? What
hurdles have some districts experienced
and how were issues remedied? What
are some creative strategies to get the
best value out of Proposition 39 funds?
21st Century Technology Planning
Necessary to Meet Common Core
Facility Impacts (P&PM)
Mark Rosson, Capital Program
Management Inc.
Come join this hands-on clinic to see
what’s new with instructional tools
and hand-held devices being deployed.
You’ll have an opportunity to ‘play’
with the equipment, ask questions, and
join in discussions of today’s successes
and challenges with technology implementation. We will discuss the mandated online Common Core testing and
how it has gone – or is not going – over
the past year. With electronic textbooks
and Bring Your Own Device coming of
age, it is critical that the district’s curriculum and educational representatives
have a permanent seat at the planning
table. Lastly, we’ll discuss potential unintended consequences that might arise
when systems are no longer hard-wired,
and how this may require a “re-tooling”
of maintenance and support personnel.
Legislative Update (MCLE)
Don Ulrich, Clovis USD
This workshop will provide an overview
of current legislative, regulatory and
State Budget issues related to school facilities. In addition, this workshop will
focus on the status of efforts to maintain state support for school facilities,
proposed changes to the School Facility
Program (SFP), and increasing access to
local wealth.
Workshop Schedule
9:00 a.m. – 10:30 a.m.
Almost Done - Achieving State
Program Compliance (SC)
David Miranda, Tustin USD
What does current law and the state funding
program regulation require of districts at
construction completion? Eligibility, submission, audit preparation, prequalification,
labor compliance measures in law, regulation and rumor will be explained. Solutions
and best practices will be included.
Going Slow to Go Fast – Getting to a
Successful Program (P&PM)
Alice Grundman, Eric Hall & Associates
Facility needs continue to outpace the availability of necessary funding. When funding
becomes available, pressure is placed on
district personnel to immediately implement the building program and show quick
results. The race to show progress, however, can lead to shortcuts in planning and
costly errors. This workshop will d iscuss
the critical planning elements necessary to
facilitate expedited program delivery. Topics will include: upfront r esearch, creating a
prioritization plan, right-sizing of staff and/
or consultant teams, and community and
business outreach.
Green Convergence – California
Codes and CHPS Latest (HP)
Rob Samish, Lionakis
2014 was a very significant year in the
history of green standards for California
schools – what you may have chosen to
do, is now layered on what is mandated by
13
Workshop Schedule
code. The looming issue facing districts’
facility programs is the ‘green convergence’ of the new Title 24 Energy Code
measures coupled with the CALGreen
Code that affects existing campuses. Since
July 1, 2014, the landscape in California has changed now that the new Title
24 Energy Code rules coupled with the
CALGreen Code are mandates not options.
Districts increasingly want to incorporate
particular CHPS or LEED features along
with the mandates. This workshop will
address the questions that are coming up:
What is new that impacts my projects?
How much more will it cost? What are
the demands on staff after construction?
Where do the mandates end and the CHPS
high performance standards start?
We will take real-life examples from
districts that were the first to face the new
codes, new costs and new operational
impacts and the affect to their district
design standards. For example, you may be
surprised that commissioning is required
(Title 24), acoustic measures can be
required (Green Code), material selections
are affected, new controls for HVAC and
lighting have mandates that profoundly
affect the systems and how your maintenance and operations focus, etc.
In anticipation of this ‘convergence,’ the
CHPS organization has been aligning its
new 2014 California CHPS Criteria with
the new requirements for CALGreen and
the 2013 California Energy Code. This
will allow CHPS to serve as a vehicle for
districts and design teams to demonstrate
that they are meeting those code requirements and clarifying additional standards
to achieve high performance learning
environments.
Maintaining School Safety and
Security (M&O)
Nathanial Holt, Pomona USD
Providing a safe and secure environment
for students and staff is the first responsibility of a school district. The school
district’s maintenance department share a
significant part of this responsibility, along
with school boards, administrators, and
teachers. Join this panel of diverse school
maintenance experts for an interactive
discussion about the maintenance department’s role in maintaining a safe and se-
14
cure environment, as well as discussion of
strategies, solutions and coordination with
other departments to achieve this goal.
Evolution of the Modular Building (SA)
Robert Thornton, TETER Architects &
Engineers
Come join us as we explore Darwin’s
Theory of the “Evolution of the Modular.”
Ok maybe not Darwin, but the same laws
apply. Evolution has taken place, multiplication of species has occurred, definitely some natural selection and common
descent, and they all come from a common
descendent. Let designers, district personnel, construction and modular professionals clarify the interchangeable terminology
used in the industry and offer options and
insight into delivering a healthy, high
performance classroom as timely and costeffectively as possible.
Finance 101 - A Facilities Financing
Odyssey (FM)
John Baracy, Stifel, Nicolaus & Company,
Incorporated
The workshop will include a discussion of
three of the more commonly used vehicles
for financing school district improvements
with tax-exempt funds: general obligation
bonds (GO), certificates of participation
(COP) and Mello-Roos/Community Facilities District (CFD) special tax bonds. With
no state GO bond on the ballot in 2014,
there may be several legislative proposals introduced in 2014/15 that will impact
the way school districts fund projects with
local approved funds. What does the future
hold for California school district K-12
education finance? We’ll give you the answers! Additional topics to be covered will
include: roles and responsibilities of the
school district, as well as other members
of the financing team, and the mechanics
of a bond sale. A financial advisor, bond
counsel and underwriter will show you the
path to funding your facilities in a prudent
and successful manner!
10:45 a.m. – 12:15 p.m.
The “Makerslab” – Reconnecting
Educational Facilities with the Lab of
the Future (SA)
Devorah Merling, BCA Architects
Education is continually changing to meet
the demands of the next generation of
workplace leaders. Today, the concept of
“hands-on” learning is working its way
back into the mainstream educational
environment. 20 years ago, every middle
school had a Wood Shop, Home Economics Classroom, and Science Lab, but these
classrooms have been supplanted with
more generalized learning space(s) and the
machinery dispersed. With the implementation of the Common Core, the 4 C’s, and
Project-Based Learning, many schools and
districts are creating classroom spaces with
specialized equipment and technology that
support a “makers” environment to develop a new type of classroom/lab. Some call
it a Makerslab, Fablab, or a STEMlab, but
whatever the name is, much of the equipment used in these environments requires
special planning and design considerations
to ensure both safety and success.
This workshop will take a look at some
example Makerlabs in California public
school districts and consider the planning
required to create these labs. Participants
will get a first-hand experience from the
student’s perspective on the purpose,
projects, and learning experiences these
labs have created in preparing them for the
workplace of the future.
You’re Not Done Yet - Being the
Great Owner during Bidding and
Construction (SC)
Noemi Avila-Zamudio, Saddleback Valley USD
What traits and behaviors differentiate
the great school district owner from the
pack? How do some owners run conflictfree, cost-effective, on-time projects and
programs that delight boards, principals,
and oversight committees, while others
don’t? Could there be ways to reduce stress
and increase the fun in the school district
facilities world?
Healthier Schools by Design: A
Toxic-Free Future (HP) (HSW)
William Savidge, State Allocation Board
A quarter of all Americans spend their
day in American schools. Most of them
are children. For more than a generation we have been filling these venerable
institutions with things made of just what
we don’t really know. Miracle materials
that make up the walls, floors and furni-
Workshop Schedule
ture contain phthalates, Volatile O
rganic
Compounds (VOCs), Perfluorinated Compounds (PFCs), Bisphenol A (BPA), Halogenated flame retardants, and are linked
to a number of ailments, and all are on the
rise in our young population. But there is
a movement underway, initiated by the
USGBC, International Living Future Institute, Healthy Building Network, and other
leading organizations that is changing the
way we build and make wiser purchasing decisions. Designers, manufacturers,
moms, dads, and school officials can make
a difference for this and future generations
– to do it right from now on.
Attendees will be able to:
•Identify the chemicals and materials of
concern in our environments.
•Consider the short, medium and long
term health effects.
•Participate in the regulatory and industry
initiatives underway to make change.
•Impact school environments, leveraging
their roles as administrators, managers or
designers: design process and case study.
•Understand the pros and cons of
toxic-free materials from a maintenance
and operations perspective: cost and
cleaning.
Surplus Real Property: Navigating
the Legal Requirements and
Practical Considerations for Sales
and Leases (FM)
Maiya Yang, Fresno Co. Ofc. of Educ.
During an economic downturn or decrease
in student enrollment, school districts may
desire to sell or lease surplus real p roperty
to generate revenues. California laws
require that school districts comply with
applicable requirements and follow certain
procedures. This workshop will:
•Review legal requirements that apply
to the sale and lease of school district
surplus real property.
•Provide practical tips for planning for
and navigating applicable legal requirements and procedures.
•Overview the process and notices required to legally effectuate the declaration of real property as surplus and the
sale or lease of such real property.
•Discuss and consider restrictions relating
to the use of proceeds from the lease or
sale of surplus real property.
Is Your M&O Department Prepared
for Anything? (M&O)
Tonya Connolly, Newark USD
A teacher smells smoke and the fire alarm
goes off minutes later. The local weather
forecast predicts six inches of rain in the
next forty-eight hours. The earth moves
and causes bookshelves and desks to rock
and rattle. An unidentified person has
bypassed security and entered the campus
without authorization.
Is your maintenance department prepared
for these situations or similar emergency
preparedness and response situations?
This workshop will ask recent graduates
of the C.A.S.H. Maintenance Management
Certification Program (CMMCP) to face
hypothetical emergency situations that
school maintenance directors may face at
some point in their careers. The “live fire”
and participatory format of this workshop
will provide an opportunity to simulate
emergency scenarios, and for attendees
to engage with CMMCP graduates and
discuss strategies and resources to ensure
your maintenance department is prepared if
disaster strikes your school.
Designing for the Common Core (STA)
Kathleen Moore, CDE/School Facilities and
Transportation Services Division
What does Common Core mean to you as
an educational facilities planner? Likely,
you have more questions than answers.
What would a learning environment that
supports hands-on, project-based and
technology rich activities look like? And
how is that different than what you have
now? How do you get there given what
you have now? How does technology
integration and smarter balanced testing
affect the types of spaces that make up a
school? Where is the balance between the
flexible and adaptable environments we
envision as planners and the specific needs
of real-world career technical education
programs? How are small group spaces,
facilitating language skill assessment and
individualized intervention, developed as
seamless parts of the learning environment? In an existing school…where do we
start? Join us for lively breakout sessions
regarding the facilities impact of Common
Core implementation. We’ll learn from
one another, share our ideas and work
collaboratively to identify and propose
solutions to the facilities barriers that may
exist in our existing school infrastructure
and how the lessons learned from our new
schools can be readily applied.
Mark Your Calendar
February 22-24, 2016
Sacramento Convention Center
15
Conference Registration Information
Conference Fees Include:
Access to:
•
•
•
•
•
•
•
•
•
All Workshops
All Roundtable Discussions
M&O Technology & Demonstration Fair
Trade Show
All General Sessions
All Receptions
Design Awards Ceremony
Networking Areas
NextGen Experience
Added Value Items and Services Included in
Your Registration Fee:
• Invaluable networking opportunities
• Professional growth opportunities
• Access to information from State Agencies
Invited agencies include:
- California Department of Education/School
Facilities and Transportation Services Division
(CDE)
- Office of Public School Construction (OPSC)
- Division of the State Architect (DSA)
- State Allocation Board (SAB)
• Conference tote bag
• Electronic handouts from workshops and clinics
• Access to over 150 of the finest facility related vendors
in the industry
General Session Meals and Receptions:
Monday:
• Welcome Reception and Trade Show
• Break Service including coffee and soda
• Maintenance Network Reception
Tuesday:
• Continental Breakfast
• Lunch
• Trade Show Reception
• Networking Dinner
Wednesday:
• Breakfast
• Lunch
R E GIST R AT I O N
F E ES
C.A.S.H. Member Fees
Non-Member Fees
Full Conference Fees:
School District/COE........................................................................................$880
Associate........................................................................................................ $1,095
One Day Conference Fees:
Associate............................................................................................................$725
Full Conference Fees:
School District/COE.................................................................................... $1,045
Associate........................................................................................................ $1,290
One Day Conference Fees:
Associate............................................................................................................$870
C A N C E L LATI O N
On or Before January 23................................................ Full Refund
Between January 24 - January 30.................................... $150 Fee
After January 30................................................................No Refund
For more information regarding the conference,
visit the C.A.S.H. website at: www.cashnet.org
or call the C.A.S.H. office at (916) 448-8577
P O LI C Y
Cancellations must be written and faxed to (916) 448-7495 or
mailed to C.A.S.H. Annual Conference Cancellations, 1130
K Street, Suite 210, Sacramento, CA 95814. You may also
email your cancellation to scampbell@m-w-h.com. C.A.S.H.
must assess a cancellation fee to cover the cost involved with
cancellations. There will be no refunds for cancellations received
after January 30, 2015, or for no-shows, due to guarantees and
prepayments that C.A.S.H. makes to its vendors and suppliers.