This book is written to provide a comprehensive overview of the laws and regulations governing the planning, funding, siting, design, and construction of public school facilities in California. It is written to be a tool for school facility planners and consultants who provide professional services for the planning and construction of public school facilities for grade levels kindergarten through twelfth grade.
From initial planning to final construction, a public school facility in California takes from five to ten years to build. During those years, school districts must employ the expertise of numerous specialized fields (e.g., architecture, finance, toxicology, labor law, construction management, and, let’s not forget, education) in order to build a school facility that meets the complex and ever-growing requirements and social goals of California’s laws and regulations. Because at each phase the professionals involved will not be familiar with the other phases of the process, this book will assist in providing a base knowledge of all other areas from which all of the various specialized professionals may draw in order that the greatest efficiencies are achieved in the provision of school facilities.
The book is organized chronologically. Topics are addressed in the order they would be considered by a school district typically from the planning until the construction phase. Each chapter commences with an overview for the reader who merely wants a summary of its contents. Each chapter also contains a section describing the types of professionals and the qualifications needed for each phase of developing a school facility. Organized this way, the book is an easy-reference, single-source overview of the entire school siting and construction process, while also providing a more in-depth and detailed resource and guide at each phase of the planning and construction of the school facility.
Chapter 1, History, discusses the development of school facilities in our nation and in California to assist in a better understanding of the current complex of laws and goals that govern them.
Chapter 2, Funding, describes the many different sources of funds and methods for financing public school facilities in California.
Chapter 3, Planning and Design, guides school districts in both the district-wide planning for facilities and the planning and design for individual schools.
Chapter 4, Siting the Facility, guides school districts with respect to property acquisition and siting of school facilites and compliance with environmental and land use laws.
Chapter 5, Constructing the School Facility, guides school districts on the construction process from start to finish.
Throughout each of these phases or chapters, a school district must communicate and seek approvals from numerous state agencies. Due to the long period of time from initial funding stages to final construction, this book will provide an easy reference source to all district personnel, decisionmakers, and consultants who are involved in one or more of the stages of the five- to ten-year process. It will help ensure that steps taken early in the process are fully cognizant of requirements that develop later to prevent inefficiencies and duplication and loss of valuable time in the schedule. It will also help ensure that proper communication occurs at every stage with the relevant state regulatory agency and that transactions costs are reduced.
The California Department of Education (CDE) is responsible for approving proposed sites for schools as a condition of allocated state funds to districts for the acquisition of sites. CDE establishes standards and regulations governing school sites, particularly as they may materially relate to the educational program. For instance, site size standards relate to the policies such as lowering the class size in kindergarten through grade three, student safety, use of advanced technology, and fostering community involvement. The School Facilities Planning Division (SFPD) of CDE also reviews school sites. The review of SFPD often overlaps, and may even duplicate the review of the other state agencies. For instance, SFPD reviews for certain environmental hazards and also reviews construction plans, although the focus is mainly on the educational adequacy.
Disbursement and allocation of state funds is administered by the Office of Public School Construction (OPSC), which implements statutes and administrative policies of the State Allocation Board (SAB). OPSC establishes standards and regulations governing a school district’s eligibility for state funds for acquisition, new construction, and modernization of existing schools, including local district matching requirements, financial hardship requirements, and a priority system for allocating funds among school districts.
The Division of the State Architect (DSA) reviews building design and construction, and provides design and construction oversight for K-12 schools and community colleges.
The Department of Toxic Substances Control (DTSC) is responsible for the assessment, investigation, and cleanup of proposed school sites to ensure that they are free of contamination or, if the properties were previously contaminated, that they have been cleaned up to a level that will be protective of the students and faculty occupants. All proposed school sites for which state funding is sought for acquisition and/or construction are required to undertake a rigorous environmental review and, if necessary, cleanup process under DTSC’s oversight.
In addition to these state agency regulatory review processes, a school district must comply with the California Environmental Quality Act (CEQA), a further rigorous environmental review, which is a prerequisite or triggering point for the other state review processes. A school district may also have to comply with the adopted codes and regulations of local government land use authorities.
This book is a single-reference source for the laws and processes relevant to siting, funding, and constructing school facilities, but also provides guidance to school facility planners on how best to proceed and integrate the numerous processes with state regulatory agencies, local government, and district requirements to enhance efficiencies and avoid stumbling blocks.
This book primarily addresses the planning, funding, siting, and construction requirements for K-12 public education. However, much of the book is also relevant to community colleges. The DSA approval requirements for design and construction plans are nearly identical for K-12 and 12-14 grade levels at community colleges. Community colleges must go through similar siting, land use, and environmental review requirements as for K-12 public school districts, with some limited exceptions. Unlike K-12 school districts, however, community colleges do not have the ability to exempt themselves from local zoning requirements. Educ. Code § 31951. In addition, most colleges are not authorized to use design-build methods of project delivery. By special legislation in 2002, Los Angeles, San Jose-Evergreen, San Mateo, and eight other Community College Districts have been authorized to use design-build until 2007. AB 1000 (2002). Thus, with limited exceptions, the guidance in chapters 4 and 5 will be useful to community colleges, and the entire book may be useful for their siting and construction.
Since community colleges are not subject to the same educational specifications as K-12, and state funds are disbursed under different regulations and by a different state agency—the Chancellor’s Office, California Community Colleges—chapters 2 and 3, which deal with funding and planning of school facilities, may be of limited use.
The book is the result of a collaboration of experienced professionals expert in each individual area of school siting and construction. In addition to describing what is required at each phase of the process, the co-authors, contributing authors, editors, and expert reviewers have infused the text with their hard-earned lessons and advice in their respective areas of expertise. The collection of authors, co-authors, contributing editors, and other reviewers, who have been involved at every level in the school planning, design, siting, and construction process, are specialists in their respective areas. Many have been keen observers of district, local government, and state government politics and policies over the past 20 years. This book contains the wisdom and observations from their collective experience and observation. The value-added from their contributions is immeasurable.
It has oftimes been said, half in jest, that in California it is easier to build a power plant than a school. By integrating the numerous regulatory, funding, and district-level review processes in a single comprehensive volume, in a manner that is understandable to school administrators, board members, support personnel, and their retained consultants not specially trained in each of the specialized fields involved (e.g., architecture, finance, law), the intent and purpose of this book is to facilitate speedier and less costly school siting and construction in California.
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