A procedure for physical facilities management written 17 years ago is still worth following today. Each of the steps outlined for planning, organizing, directing, controlling, and evaluating must be accomplished if school facilities are to be properly planned and constructed. However, lessons have been learned about energy consumption and proper…

Characteristics of construction management (CM), general contracting, and design/build contracting are defined. CM is shown to be a cost-effective alternative to the other project delivery systems. Explains the four forms of CM and provides guidelines for selecting and rating a CM firm. (MLF)

Describes construction process principles and discusses problems school owners experience: (1) laws that require selection of the lowest bidder, (2) decisions that must be made by the duly elected governing body, and (3) school board members who often lack knowledge about the construction process. Includes a quiz for owners and attorneys. (MLF)

Five major sources of construction disputes between architects and school clients are (1) errors, defects, or omissions in the contract documents; (2) cost-related problems; (3) changed conditions; (4) consumer reaction; and (5) interpersonal relationships. A clear understanding of each party's role is necessary to eliminate these conflicts. (MLF)

Conflict often occurs between architects and superintendents during the school building process. Expanding the "Standard Form of Agreement between Owner and Architect, "provided by the American Institute of Architects, to include terms written specifically for the protection of the owner can help resolve such conflict. (MLF)

High-growth school districts can learn from Park City, Utah, about the adoption of school facility impact fees. These fees are levied against new residential units to offset the additional costs to a school district. A sidebar summarizes variation in state laws pertaining to impact fees and cites some legal challenges to their imposition. (MLF)

An examination of statutes and case law reveals that in most states the employment of architects and engineers by public school districts is exempt from competitive bidding procedures. (MLF)

A long-range facilities plan includes anticipated large expenditures and contingencies. The plan should include an overview of existing facilities, enrollment projections, program changes, and projected capital improvements. A school-planning checklist is provided. (MLF)