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Facilities Assessments

Assessing school buildings headline
There's an app for that -- and some questions
 
Ketnucky School Advocate
June 2018
 
By Madelynn Coldiron
Staff writer

It’s not just students who are snapping photos and using apps on their electronic devices at school these days. So are district facilities personnel and school architects, using the tools required by a new system for evaluating the condition of school buildings.

The Kentucky Facilities Inventory and Classification System is designed so that districts can uniformly assess, store and update all the information about their buildings that is needed to create a facility plan every four years. The streamlined system aims for the physical condition of school buildings to be evaluated “in a standardized, fair and equitable manner,” according to the Kentucky Department of Education. The system replaces an earlier model that never quite got off the ground after completing assessments of just one-third of the state’s schools.

Starting with the state Board of Education’s August meeting, any facility plan that comes before the board is required to have been prepared using data gathered through the new system, which was designed by Ameresco under a KDE contract. For each building, the data is gathered locally, entered into an app, uploaded to a central system and crunched into a condition index score with other information, and used to develop the district facility plan.

“It’s fairly intuitive,” said Justin McElfresh, principal with Sherman Carter Barnhart Architects. “I think long-term it would be a very useful tool for not only us as architects but for the district as well.”

The system is working as planned, albeit with revisions and updates typical of any software rollout, according to KDE. This follows a year of work and training in which all districts last summer chose a building for a pilot assessment using the mobile app in the first phase of the new system. More training followed on the remaining phases this spring; the state education department’s goal is to have all districts trained in all phases by the end of this fiscal year, June 30. Funding earmarked for the new system thus far is $4 million. The 2018-20 state budget sets aside $1.2 million for the project for software licensing costs, support, training and quality assurance/control efforts, according to KDE.

The agency’s facility staff said they plan for the system to be “well populated” – meaning most buildings will be assessed – within two years, but add that it could take up to four years.

“The next three or four years are going to be difficult, as every district completes this condition assessment,” said Ron Murrell, senior principal with RossTarrant Architects. “I think the data is going to be great – it’s just going to take a while to get it there.”

Having all the data on school buildings in one place will be helpful, Wolfe County Schools Facilities Director Ernie Whisman said. “Putting everything into one data collection system will make it easier for the state to get a true picture of the buildings and help the districts.”
Project manager and architect Allison Commings with Sherman Carter Barnhart Architects looks at exterior conditions as she assesses East Bernstadt School for entry into the Kentucky Facilities Inventory and Classification System.
Concerns
Tony Thomas, vice president and principal architect for Clotfelter-Samokar, said even newer buildings have to be entered into the system, which amounts to lost time. “It has no impact on the district facility plan,” he said. “Spending eight, 10, 12 hours evaluating and documenting a 5-year-old school does nothing,” except function as a steppingstone for a future database.

Although the system’s goal is objective assessment, Murrell said he still worries about varying opinions and different ways of looking at the data. “Part of that is the fact that you have districts that are going to do this with their own personnel … and you also have the different architects and engineers,” using a system that is still being tweaked, he said.
 
Project manager and architect Allison Commings with Sherman Carter Barnhart Architects looks
at exterior conditions as she assesses East Bernstadt School for entry into the Kentucky Facilities
Inventory and Classification System. (Photos courtesy of Sherman Carter Barnhart)

However, Chris Huffman, Metcalfe County Schools facilities director, said he initially worked with the district’s architect, RBS Design Group Architecture, on the assessment and thinks the system’s criteria for each element being evaluated “guides you to be open and objective. I think it led me to look at every aspect of the building rather than just going back based on what maintenance problems we were having.”

Murrell said he also wants to ensure that the system won’t usurp the responsibility of the local planning committee and the professional experience of the district’s architect, both of whom may have insights that aren’t reflected in the “hard-nosed approach” of the data. 

McElfresh said some of the districts his firm worked with on the pilot schools expressed concern about the time involved in the assessment and about the cost they had to absorb, whether they used their own personnel or an architect. He said a walk-through, the documentation, photographing each element and then uploading it all could take from a day to a week depending on the complexity of the building.

Who will use the system
Districts have always worked with their architects on their four-year facility plans, but may lean on them more heavily to gather the building data required by the new system. KDE facilities staff said districts may choose their own staff to do some documentation, but an evaluation of a building’s physical condition by a licensed architect, mechanical and electrical engineer in relation to “health, safety and welfare” is still required to comply with state building and federal codes. The design professional also provides cost estimates for repair or replacement. 

Both facilities and maintenance staff and architects have been attending the KDE trainings on the system, but Murrell said, “How to use the app is one thing, but what to take pictures of or what to record, that’s a little bit more complicated.”  

Thomas said in many cases, facility directors wear other hats in the district and may not have time or the specialized training to do this. “They’ve got a lot on their plate. I think if they know the district can hire an architect to help them through all this, that they would just as soon not add that to their plate of things to take care of,” he said.

McElfresh said he knows of two or three districts that used their own personnel for the pilot building evaluation simply because they didn’t want the added cost of an architect. But the work can be highly technical, he said. “It’s difficult at times, even for us as architects, to understand exactly what we’re looking at in a building when we don’t have good documents and records on the existing building systems, for example. I can’t imagine being a layperson and trying to come up with some of this information,” he said.

But Metcalfe County’s Huffman said he thinks he can handle the assessment task solo. “I think this tool would be used by people at the district level,” he said. “I don’t think you’d have to have an architect to do this.”
How the data will be used
 
School boards use district facility plans to prioritize needs in hopes of receiving state funding to build or renovate. The data in the new Kentucky Facilities Inventory and Classification System includes calculations for each building on what total repairs would cost and what replacement would cost. Repairs are further broken down into portions of the project that would be considered urgent, high, medium and low priority.

In an email statement, KDE facilities staff said, “We anticipate this information will also be used by the General Assembly in future budget cycles to make informed decisions on funding to be provided through the School Facilities Construction Commission and as urgent needs projects. It is up to the General Assembly as to the factors it will consider in those decisions.”

The 2018 legislature had access to the data from the schools that districts chose for their pilot evaluation last summer. Districts were encouraged by KDE to choose the building in the worst condition and they were ranked accordingly in a Dec. 4, 2017 report to the Legislative Research Commission. Of the 169 (a few districts did not participate) schools assessed, just 26 were less than 30 years old and the average condition index as calculated in the new system was 66.68 percent, with 100 percent being the best.

The state’s new biennial budget provides urgent needs appropriations for two schools on that evaluation list, which the budget bill said were ranked within the top 100 schools in terms of need in both this new system and its predecessor. Fort Thomas Independent will receive $7.6 million toward replacing Johnson Elementary School, which ranked No. 67 of the 169 schools assessed. Menifee County Schools will receive $7.6 million toward replacement of Menifee Elementary School, No. 86 on the list.

Ernie Whisman, Wolfe County Schools facility director, noted that no matter how effective the new facilities inventory system is, funding remains the bottom line. “If there were funding to repair the schools, it will be helpful,” he said. “But if I’m a facilities manager of a school district and I can look at the data and know I really need to replace that school and I don’t have the funding for it and there’s no support for new taxes in my county, then that’s a nice thought, but I don’t have the funding.”
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