Facilities
Committee Acton Agua Dulce Unified School
District page Vanguard News Home page
Table of Contents
Cover Letter
Qualifications
Project List
Firm Background
Firm Profile
Statement of Qualifications and Years of Experience
Fee Proposal
Insurance Requirements
Resume for Vern Weber
Total School Solutions 2969 Vista Grande Fairfield, CA 94534
August 2, 2005
To Maxine Griffin Office of the Superintendent Acton-Agua Dulce Unified School Districtv 32248 Crown Valley Road Acton, CA 93510
RE: Statement of Qualifications for Master Planning/Facilities Planning Services
Dear Ms. Griffin:
Thank you for the opportunity for Total School Solutions (TSS) to submit our qualifications for your district's master planning and facilities planning.
We currently provide similar services to other school districts in California. TSS has a long record of providing management consulting services, and take great pride in the work that we do. Our work includes performance and operational evaluations of school district facilities programs, facilities master plans, facilities planning and project/construction management. We are excited about the opportunity to serve your district with master facilities planning and associated services. We are experienced in all aspects of facilities planning, management, enrollment projections, facilities assessments and community facilitation. We are confident in our work and can provide you with a thorough and comprehensive study, as well as appropriate recommendations.
I look forward to speaking with you to discuss the scope and value of our proposed services. I may be reached at (707) 422-6393, by fax at (707) 422-6494 or by email at tahad@totalschoolsolutions.net .
Sincerely, Tahir Ahad President to Index
We are experienced in all aspects of facilities planning and management. Our facilities planning services include the following:
§ Demographic and enrollment studies
Master planning of the entire
program, including budget, scope and schedule
Property acquisition and
negotiations
Master budget development for the facilities program and each
project
Management of CEQA processes for school sites, including full EIR
studies for new sites
Successful community outreach and public relations
Development of master facilities plans
Development of educational
specifications, standard hardware and building materials
Coordination and
filing of paperwork with all appropriate agencies, including Division of State
Architect, the California Department of Education, the Department of Toxic
Substance Control, the Department of Fish and Game, and county and municipal
governments
All pre-bid and bidding processes, including pre-bid mandatory
meetings and development of front-end bid document
Holding community outreach
meetings that influence the development, occupancy, and building/modernization
of schools in the locality
Alternative program delivery and phasing for
multiple sites
Furniture and equipment acquisition
Management of labor
compliance program in-house
Constructability reviews, value engineering and
other cost savings measures
Daily management of all construction projects
Change order and claims management
Project closeout and punch list
Training and warranty oversight for each project to
Index
The first list of projects includes demographic studies, enrollment projections and facilities master plans conducted by our proposed project manager Vern Weber.
Facility Master Plans:
Demographic Study: Ten-Year Enrollment Projections & Facilities Master Plans
El Dorado Union High School District, Placerville (1990 - present)
Enrollment: 7,248 students Provide ongoing consultant services since for all aspects of facilities planning and management: demographics/enrollment projections, master planning, architect selection, state applications, establishing boundaries for a new high school and all existing high schools, developer fees justification, Level 1/2/3 fees, site selection, CEQA processing, etc., leading to the completion of $90 million of construction since 1991 and approval of plans for $120 million of facilities work over the coming decade. Contact: El Dorado Union High School District 4675 Missouri Flat Rd. Placerville, CA 95667 Patty McClellan, Director of Facilities: 530-622-5081, Ext. 217 Bob Walker, Facilities Administrator (Retired): 530-622-5081, Ext. 238
Davis Joint Unified School District - (1998-present)
Enrollment: 8,642 students Provide ongoing consultant services in demographics/enrollment projections, development of a ten-year facilities plan leading to the Board approval of a $90 million facilities program, working with a community committee to establish boundaries for two new K-6 schools (2001 and 2005) and a new 7-9 school (2004), prepare student yield rate studies, prepare developer fee documents for Level 1/2/3 fees, etc. Contact: Davis Joint Unified School District 526 B Street Davis, CA 95616 David Murphy, Superintendent (530) 757-5300 x 141
Base Lake Joint Elementary School District - (2004-present)
Enrollment: 1,238 students TSS is currently engaged in developing educational specifications, facilities standards, a facilities master plan, and a demographic study, so the district may plan for future facilities needs based on a scientific study of growth projections. Contact: Bass Lake Joint Elementary School District 40096 Indian Springs Rd. Oakhurst, CA 93644-8729 Dr. Michael MacChesney, Ed.D., Superintendent (559) 642-1555
TSS has conducted a number of related evaluation projects and performance audits for school district facilities projects. Those projects are listed below.
East Whittier City Elementary School District
Contact Name: Lee Bean, Director of Maintenance & Facilities (562) 698-0351 lbean@ewcsd.k12.ca.us (562) 698-6542
Project Name: Williams Facilities Needs Assessments
Project Description: Facilities Assessments for two deciles 1-3 schools
TSS Contact Person: Henry Petrino, Director of Operations (707) 422-6393
Calexico Unified School District
Contact Name: David Alvarez, Superintendent (760) 768-3888 dalvarez@calexico.k12.ca.us (760) 768-3856
Project Name: Evaluation of Facilities
Project Description Program Facilities Assessments for nine deciles 1-3 schools $30 million facilities bond :
TSS Contact Person: Henry Petrino, Director of Operations (707) 422-6393
Placentia-Yorba Linda Unified School District
Contact Name: David Verdugo, Superintendent-Elect, Paramount USD (562) 602-6011 dverdugo@paramount.k12.ca.us (562) 602-8123
Project Name: Proposition 39 Facilities Performance Audit
Project Description: Required facilities performance audit pursuant to legislation associated with Prop. 39. (Five-year contract) $102 million bond; $250 million facilities program
TSS Contact Person: Tahir Ahad, President (707) 422-6393
West Contra Costa Unified School District
Contact Name: Vince Kilmartin, Associate Superintendent-Operations (510) 234-3825 x2208 Vince.Kilmartin@gw.wccusd.k12.ca.us (510) 236-0190
Project Name: Proposition 39 Facilities
Project Description: Performance Audit Required facilities performance audit pursuant to legislation associated with Prop. 39. (Five-year contract)$150 million and $300 million bonds; $600 million facilities program
TSS Contact Person: Tahir Ahad, President (707) 422-6393
Santa Ana Unified School District
Contact Name: Don Trigg, Associate Superintendent, Business Services (714) 558-5826 dtrigg@sausd.k12.ca.us (714) 558-5601
Project Name: Facilities Program Evaluation
Project Description: Board-requested evaluation of facilities program's effectiveness in delivering projects within scope, on time and within budget. $400 million facilities program (non-Prop. 39 bond)
TSS Contact Person:Henry Petrino, Director of Operations (707) 422-6393
Acalanes Union High School District
Contact Name: Chris Learned, Assistant Superintendent, Business Services (925) 942-9608 bizservices@acalanes.k12.ca.us (925) 932-2336
Project Name: Facilities Program Evaluation
Project Description: Required facilities performance audit pursuant to legislation associated with Prop. 39. $44 million bond; $100 million facilities program
TSS Contact Person: Vern Weber, Director of Planning (707) 422-6393
Name Total School Solutions
Address 2969 Vista Grande Fairfield, CA 94534 Phone (707) 422-6393 Fax (707) 422-6494 Email slendway@totalschoolsolutions.net
2.0 Contact Person Tahir Ahad, President
Address Total School Solutions 2969 Vista Grande Fairfield, CA 94534 Phone (707) 422-6393 Fax (707) 422-6494 Email tahad@totalschoolsolutions.net
3.0 Brief History Since 1999,
Total School Solutions has provided business and facilities management services to school districts throughout California. TSS is comprised of school facilities and financial management professionals. Our team has firsthand experience with school management and knows the challenges that school district administrators face. TSS has the knowledge and experience to assist the Acton-Agua Dulce Unified School District in all aspects of its master planning and facilities planning services.
Each of our principals has at least 20 years of experience in facilities management, facilities construction, and business management of school districts. We maintain the highest quality work through a carefully managed internal system of quality control.
TSS is a minority-owned California corporation with our main office located in Fairfield, California.
4. Legal form of firm and year of establishment Corporation established 1999 to Index
Our Director of Planning, Vern Weber, has more than thirty-five years of experience in all aspects of school facilities planning, including performance audits, demographic analysis/projecting enrollments, preparing facilities plans, selection/acquisition of sites, implementing developer fees, preparing year-round school studies, serving on school planning committees, submitting and monitoring state facilities applications, securing financing for school construction and managing school construction projects. Mr. Weber and his TSS associates offer a comprehensive package addressing all components of the scope of services.
We collaborate with the District in performing services which provide a comprehensive facilities master plan, with enrollment projections, projected growth, existing facilities conditions and future needs.
Our reports and graphic representations are user-friendly and can be maintained by your staff or ours. Our data and supporting documentation are turned over to the District at the end of the project.
Our work flows along a clear, coordinated path from early information gathering to final document production. We carry the project from start to finish, compiling data, and analysis of information among team members to meet the required schedule of the District.
We have developed a preliminary phased plan of action for completion of a clear, concise and comprehensive master plan. Our processes listed below will provide the Acton-Agua Dulce Unified School District with a sound document that addresses all of its identified needs. We are confident that this plan will meet your District's objectives, as outlined in the RFQ.
Phase 1: Visioning Process and Educational Specifications
This phase consists of meeting with District and community stakeholders to collect and understand what the community wants and needs for its schools.
Phase 2: Development Activity
This phase consists of researching and analyzing public and private developments, build-out, etc., which affect school enrollments over a ten-year period.
Phase 3: Enrollment Projections
This phase includes information gathering, analysis and development of historic and current variables affecting enrollment and projecting enrollment.
Phase 4: Existing Utilization/Capacity Analysis
Here we examine current utilization of district properties and capacity needs.
Phase 5: Facility Needs
This is the development of the plan for meeting facilities needs over time, indicating how the projected student population will be housed.
Phase 6: Asset Management
This phase includes an analysis of surplus properties and explores optimal utilization of existing properties.
Phase 7: Facility Financing Plan and Master Plan Phasing
This phase analyzes and provides financing options and phasing of those options.
Phase 8: Facility Master Plan Document
This phase documents the Facility Master Plan and the sources and uses of funds to carry out the plan. to Index
See #5 Firm Profile above. to Index
Demographic Study, including assessment of public and staff opinion, District history, state law, and board policy for areas of indicated need. $5,000
Enrollment projection statistics by grade level with a 10 year projection$7,500
Initial meetings to discuss items that impact the overall study and community meetings to gather stakeholders' interests $3,000
Regular meetings to address incremental and preliminary findings and to refine the consultant's work based on the findings as necessary. $5,000
Examination of the growth and facility repair needs of the District $5,000
Interviews with district stakeholders $3,000
Recommendations on District needs $2,500 Consideration of specialized facilities $2,500
Long-range facilities plan $7,500 TOTAL $41,000
Fees are negotiable based on the final scope of work sought by the District. Any direct expenses incurred will be billed at the actual cost. to Index
We will furnish the District with the appropriate insurance coverage prior to the commencement of work, including an underwriter's certificate of insurance reflecting not less that the following limits:
1. $2 Million per occurrence for Workers Compensation
2. $5 Million per occurrence for Comprehensive General Liability
3. $1 Million per occurrence for Automobile Liability
4. $1 Million per occurrence for Errors and Omissions insurance to Index
Education BS/South Dakota School of Mines and Technology MS - Business Administration/Management Information Science, California State University, Sacramento
Affiliations California Association of School Business Officials (CASBO) - Member Coalition for Adequate School Housing (CASH) - Member
Experience Total School Solutions - Director of Planning Has over thirty-five years of experience in every aspect of school facilities planning, including performance audits, demographic analysis/projecting enrollments, preparing facilities plans, selection/acquisition of sites, implementing developer fees, preparing year-round school studies, serving on school planning committees, submitting and monitoring state facilities applications, securing financing for school construction and managing school construction projects. His consulting experience includes work in several hundred California school districts in over twenty counties. He has been a past speaker at CASBO and CASH conferences and workshops on such topics as “Demographic Analysis Techniques”, “Facilities Planning”, “Developer Fees”, “State Facilities Application Process”, “Facilities Legislation”, etc., and served for two years as Chairman of the CASBO Northern Section Facilities R & D Committee. He served on a State Department of Education Advisory Committee on School Facilities (“Recommendations for Planning, Funding and Administering the California Public School Facilities Program”) and contributed to the Price Waterhouse “Study of the School Facilities Application Process”.
Golden State Planning Group - Managing Principal Consulting in facilities management and conducting studies for California school districts pertaining to all aspects of a facilities program, such as: project management, demographics, facilities master plans, developer fees justification documents (AB 2926), Mira fees, Level 1/2/3 fees, OPSC/SAB facilities program eligibility and applications (Lease-Purchase Program and School Facility Program), financial analysis, site selection/approval/acquisition, CEQA process (including doing exemptions and negative declarations), year-round school studies, etc.
San Ramon Valley Unified School District Business Manager and Director of Management Services Managed business services division, including fiscal services, facilities planning and construction, technology, food services, and federal and state programs, etc.
Consultant in Planning and Management - Private Consultant Systems Planning Corporation - Private Consultant to Index
Facilities
Committee
Acton Agua Dulce Unified School
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