TFPG's Beginning Steps in Planning and Programming for a Capital Project
The Beginning Activities for Planning a Capital Project Planning takes place in the context of state and local policy constraints, and the stages may overlap from one project to another as well as among school systems. The most frequently followed activities or milestones (not necessarily listed chronologically) in planning a capital project in the United States are outlined below:
A- Begin the Planning Process. This initial
activity has been labeled "pre-design and planning." Set aside at
least 1% of the anticipated planning, architectural, and construction
costs. Attaching money to the process, early on, will minimize
the useless activity of "planning for the sake of planning." Here
are three questions we ask: Has the organization established a
budget for planning? Have you determined an approximate date to
move into the new facility? Have you hired an architect?
The correct answers to these three questions, as we understand planning
an programming, are Yes, Yes, No. This logic follows the time honored
idea that educational functions are to be established by educational
planners. Once functions are determined, then an architect may be
employed to deal with form; but only after educators, stakeholders and
educational planners have identified the functions.
Example of TFPG's overview process for planning
B- Forecast Student Enrollment. Forecast the school district's student population for 10 to 50 years to determine trends. This is a vital activity. Learn More »
Example of TFPG's process for forecastingC- Determine Educational Feasibility.What are our educational program needs now and especially into the future?
D- Establish Feasibility to Determine Space
Needs. Compare current school facility needs with expected needs.
E- Prioritize Needs.
F- Adopt Findings of the Needs Assessment (B, C, D,
E above).
G- Choose to Build a New School or Renovate Existing Structures. Determining the basis for renovating a school instead of building a new one is a special job where the TFPG can provide assistance.
H- Undergo a planning and concept design process with stakeholders, emphasizing "green schools" (see Strategic Planning).
I- Hire an Architect and convert the concept design into working schematic drawings (Translate Functions into Forms). TFPG recommends that architects have very minimal involvement in planning until the concept and program data collection and analysis are completed. This will ensure that THE SCHOOL'S FUNCTION is defined clearly - We all agree that form follows function. Professional Educators and Educational Planners should define and explain the educational functions without worrying about any physical constraints, then architects and professional cost estimators can proceed to finalize the project cost. TFPG includes organic (GREEN) concept design in steps A - H above.
J- Develop Capital Budget Estimates. A
project cost estimate from a professional estimating service is vital
in today's market and economy. The TFPG employs professional cost
estimators who hold LEED certification. Now it is time to ask for
bids.
