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Houston Independent School District
Facility Assessment Program
Houston, Texas

Program Manager Administrative Contact:
Mr. Ron Holleyhead
Project Director

Houston Independent School District Bond Program
5995 Rogerdale Road
Houston, Texas 77072
832.351.7212

Role:
Educational Adequacy Assessment
Standards Development
Space Inventory

Brief Description:
Completed Educational Adequacy Assessment for 245 schools identifying adequacy deficiencies, developed a comprehensive set of standards and prepared a space inventory for the approximately 25 million square feet of space owned by HISD.

Completion Date:
1999

Program Highlights:
Executed the assessment of a large urban district
Facilitated district-wide standards development
Developed principal and teacher questionnaires
Conducted a detailed space inventory
Initiated a community outreach program
Provided funding scenarios for successful $700 million bond referendum

Having recently failed to pass a $395 million bond referendum in 1996, HISD retained the joint venture of CRSS and 3D/International to conduct a comprehensive facility assessment of all HISD-owned schools. Magellan was retained to lead the Educational Adequacy Assessment portion and to compile the space inventory. Vanderwiel Facility Advisors was retained to provide the assessment software.

Over a nine-month period, Magellan developed a comprehensive set of standards, created an educational adequacy process that would meet the recommendations of the recently completed John Sharp Texas School Performance Review and managed the process of getting all245 HISD school facilities on CAD so that a space inventory could be compiled. During this period, a community outreach program was put in place to communicate the progress of the assessment, along with the results. Great emphasis was placed on community participation and involvement, and questionnaires were sent to every principal and 11,000 teachers to solicit input regarding their educational facilities.

Upon completion of the assessment, a total escalated need of $1.2 billion was identified. When bond counsel suggested that the maximum bond that could pass was $700 million, the HISD school board had some difficult decisions to make. Should bond funds be allocated over every school, ensuring that only a portion of each school's needs would be addressed; or should only the worst schools be addressed, leaving the schools in better condition to be funded through subsequent bond elections? Because of the comprehensive and objective nature of the overall study, HISD elected to address schools on a "worst-first" basis and the $700 million bond passed in November of 1999.

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Houston Independent School District
Post Occupancy Evaluation and Construction Planning Services
Houston, Texas

Administrative Contact:
Mr. Ron Holleyhead
Program Director
Houston Independent School District
5995 Rogerdale Road
Houston, Texas 77072
832.351.7212

Role:
Construction Implementation Planning
Post-Occupancy Evaluation
Bond Action Plan

Brief Description:
Magellan provided construction implementation planning providing HISD with a detailed management plan that addressed a number of alternative delivery strategies, an action plan including 30-, 60- and 120-day action items, and a post-occupancy evaluation of five schools that were to be considered for prototypical designs.

Completion Date:
2000

Program Highlights:
Developed alternative delivery strategies
Designed action plan
Conducted market capacity study
Provided post-occupancy evaluation

In anticipation of a successful bond election, Magellan prepared a number of reports to aid in the fast start of HISD's construction program. The leadership at HISD felt it was imperative that the taxpayer see immediate action if the bond was passed. To facilitate this, Magellan first developed a management plan that identified alternative delivery strategies for procuring design and construction services. These alternatives ranged from traditional design/bid/build to construction manager-at-risk to a fully privatized funding solution. The management plan identified lessons learned from the previous 10-year construction program and recommended a CM-Agent approach.

Subsequent to the management plan, Magellan prepared a detailed action plan that addressed all of the items that needed to be completed prior to the bond election, and for the 30-, 60,- and 120-day periods following. This plan called for an immediate start-up that focused on new school construction, renovation of existing sites and development of an accelerated design and construction qualifications process. In order to interface with the design and construction community, HISD worked with the local chapters of the American Institute of Architects and the Association of General Contractors to develop contracting language and procedures that would be acceptable to and understood by all parties. In concert with this effort, Magellan prepared a Market Capacity Analysis that determined the approximate design and construction capability for the Houston Metropolitan area.

The post-occupancy evaluation studied five elementary schools that had been designed in the early 1980s as prototypical schools. These schools were targeted to minimize design fees and, more importantly, to allow for a fast construction start on sites already owned by HISD. The evaluation team spent one day at each campus and interviewed principals, teachers, custodial staff, parents and students. The student interviews were fashioned to provide the students with an awareness of architecture as a career and to solicit student input. Energy audits were conducted at each school. The schools' original architectural programs and construction budgets were also reviewed in order to compare actual results to planned budgets. The final analysis revealed that a combination of ADA, code and administrative organization would require significant modification to each of the prototypical designs and that these changes would negate any possible savings in money and time. The prototypical school designs were not repeated.

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