Terrell Independent School District

This Story Map provides an overview of the Terrell ISD RFQ ------- 2021-013-RQ

Corgan and our partner HPM look forward to this unique opportunity with Terrell ISD and the entire Terrell community. Development of a district-wide assessment, long-range master plan, and development program is a “group effort” that requires connections, collaboration, and most importantly, experience together.

This team also allows for additional resources for Terrell ISD. All team members proposed have at least 25 years of experience each in their respective fields. As you review the strategic alliance partnership, we believe the Corgan+HPM team demonstrates the right and relevant expertise required for this assignment. Here are a few reasons we can be successful together:

• The team brings value. The value of having local expertise and experience in addition to national experience.
• This team brings transparency, visibility and district planning interaction. Our online platform for viewing, planning, managing, and reporting district conditions, plans, and future plans is critical to the success of this program.
• The team brings perspective from the district's side. Our team works in various roles of K-12 planning, design, construction, and operations

The success for the students and future students of Terrell ISD is based not only on our team’s abilities to plan and develop a plan based upon teaching and learning, but also on the collaborative relationships we develop with you and your community. Our success is founded on one basic skill, listening to you, and developing a plan that is yours. No other metric of success is measured by us. 

We look forward to serving Terrell ISD on this transformational program. 

A-----------Organization

B-----------Experience of the Firm

C-----------Financial Strength

D-----------Methodology

E------------Reputation

Name of firm

Corgan

Address of principal office

401 North Houston Street, Dallas, Texas 75202

Telephone and fax numbers or principal office

T: 214 748 2000

F: 214 653 8281

Year founded

1938

Primary individual to contact

Brett Sumrow, Principal, 214 757 1731, brett.sumrow@corgan.com

Number of years your organization has been in business in its current capacity

83 years

Prime Firm, Architecture, Facility Assessment, and Design

Corgan’s education studio has been designing learning environments since 1953 and has developed a unique perspective on how changes in educational philosophy impact design. Our expert education studio is dedicated solely to the design of schools. In each project, our ultimate goal is to not only meet the needs of the client and the educational needs of those who use the buildings, but also to create these spaces that are inviting, create, engaging, thought-provoking, and aesthetically-pleasing.

Long-Range Strategic Planning, Scheduling, and Cost Estimating

HPM provides an unbiased approach to planning to deliver strategic guidance. We will objectively identify key priorities and current and future needs to provide Terrell ISD a solid picture of the district to create the most financially responsible impact moving forward. Our team brings a fresh perspective and will bring seasoned professionals who will provide Terrell ISD with answers and strategy to establish a path towards long-term success.

Describe the principal type of work completed by your company in the DFW area in the past five years. 

In the past five years we have served many local districts, with long-range planning, assessment, and planning services. Our local clients during this time have included Red Oak ISD, Winnsboro ISD, Tyler ISD, Richardson, Argyle, Carrollton-Farmers Branch ISD, and many other local school districts. Our key differentiator and unique quality is our team experience leadership, and results. Our team leaders are on the project with you from start end of the program, this key differentiator of our firm means Terrell ISD will get the same experienced team and rely on that team to be your partner. Experience collaboration, and transparent communication in this process is critical to success and our individual team members have that experience and success locally and look forward to working with Terrell ISD in this collaborative effort.  

What is the dollar value of work completed within a 60-mile radius of Terrell ISD for the five-year period of 2015-2020?

Corgan has completed architectural and design services on education projects totaling $2,598,250,000 in construction value from 2015-2020. Of that total, $1,528,679,126of projects are located within a 60 mile radius of Terrell ISD. 

What percentage of your total work does this represent?

59% of all projects were done within in 60 mile radius of Terrell ISD. 

Work over the last five years: List each of the Texas public school districts served in the past five years. For each district, provide the name of the district, nature of the services, and the architect on the project including their e-mail and current contact telephone number

SERVICES: Corgan provided architectural services for new security vestibules for existing campuses and renovated existing spaces. PROJECT ARCHITECT: AJ Sustaita, 832 652 3645, aj.sustaita@corgan.com

SERVICES: Corgan helped the district pass their bond in 2018, and have been working on numerous projects as a result of the bond program including new construction, renovations, and additions. We have provided facility assessments, master planning, bond planning and community engagement, as well as architecture and interior design services. PROJECT ARCHITECT: Lance Melton, 214 977 3404lance.melton@corgan.com

SERVICES: In the last fve years, Corgan has designed and constructed two new middle schools, an elementary school, and a new administration building for the district. Services include architecture and interior design. PROJECT ARCHITECT: Keith Cummins, 214 757 1623 keith.cummins@corgan.com

SERVICES: We have worked with the district in the last five years on numerous projects including a new middle school, renovations, and assessments of existing facilities. Services have included assessments, architecture, and interior design. PROJECT ARCHITECT: AJ Sustaita, 832 652 3645, aj.sustaita@corgan.com

SERVICES: Corgan developed a long range master plan for a new elementary school. Services included architecture and master planning. PROJECT ARCHITECT: Susan Smith, 214 757 1626, susan.smith@corgan.com

SERVICES: Corgan has been working with the district for over 20 years. In the last fve years, we have provided district-wide facility assessments, a master plan, bond planning and community engagement, architecture and interior design services. Corgan is currently completing the large renovation and addition at Tyler Legacy High School. PROJECT ARCHITECT: Ryan Connell, 214 757 1682, ryan.connell@corgan.com

List the districts, within a 60-mile radius of Terrell ISD, where your firm has performed Facility Assessment Services in the past ten years. List the owner for each with contact names, e-mail addresses and current phone numbers

Our experience has included large and small districts, including Coppell ISD, Red Oak ISD, Frisco ISD, and Argyle ISD. In all cases, consistency of our experienced Corgan staff is critical to project success. We understand the market and excel in our craft. Our assessment team will provide key data points for evaluation through a complete, accurate and concise in-house system that organizes the necessary data. We thoroughly document issues and provide a concise report that can be easily used and understood for future planning.

Corgan and HPM team successfully together to create a cohesive, clear facilities assessment and long-range master plan that not only tells you where you are, but creates a clear pathway and actionable steps to get your district to the next level. We have successfully partnered together on a similar program for Fort Smith School District, and will bring our same tailored approach to Terrell ISD. We are a professional team with direct experience with similar programs. We have the acumen to successfully complete this program precisely and swiftly with minimal direction. 

Name and address of firm preparing the attached financial statement and date there

Maureen Pollock, Chief Financial Officer (CFO)401 North Houston Street, Dallas, Texas 75202 May 12, 2021

Describe the methodology used to complete the Facility Assessment Study and how your recommendations will be formulated

PROJECT KICKOFF

We mobilize our team and schedule a kick-off meeting with your staff. 

FACILITY CONDITION ASSESSMENT (FCA)

This process provides an objective, quantifiable means for evaluating the current condition of your school buildings and predicting future capital renewal requirements. The assessment schedules mutually agreed upon will identify when our teams will be visiting each of the buildings and communicating to the on site staff what to expect while visiting.

BACKGROUND DATA COLLECTION

As part of the process, the team will review issues identified by staff and other stakeholders in addition to reviewing floor plans, existing finished conditions and all systems. It is key to incorporate the institutional knowledge with the assessment team’s expertise to provide a blend of accurate data and include any past findings. In addition, we will employ a survey to school leadership and maintenance staff to gather valuable information to assist with our site observation walks. This feedback from the surveys adds to the accuracy and brings to light the various areas to review that may have otherwise not been addressed. The team will be evaluating each building’s overall condition including the following: Site; roof; building envelope; interior finishes; specialties; mechanical equipment; electrical equipment; plumbing; fire and life safety; and general ADA (accessibility) compliance.

COST ESTIMATING

As the assessment deficiencies are itemized, described and quantified, there will be a cost estimate associated to each individual item. In addition to the current market pricing of the deficiencies, the costs schedules are categorized in a priority defining when it is recommended to make the repair or replacement and may include additional escalation or soft cost pricing.

We will allow the district to easily use and understand the data collected. Each school will have a cover “scorecard” for all systems in the building that easily identifies the information collected, all prioritized based on time sensitive needs for repair or replacement and rating scale. This rating scale is based upon system components, such as foundation, windows, and MEP. The building components are then rated based upon a weighted system that gives priority to elements that are most critical to building use and operations, such as weatherproofing and life safety systems. This study will result in a Facility Condition Index (FCI) for all campuses rating the schools against each other and the district standard to fully understand the facilities existing conditions and the upgrades required. 

At each phase of the project, we will partner with the district, staff, and school board and inform the public and the community. We will not move forward or develop plans without full informational updates, review and subsequent direction from the school board on the progress and information required to move to the next phase.

The purpose of a facilities master plan is to create a road map for both short and long-term capital and maintenance needs of a district’s educational and support facilities. The master plan should account for all facilities in the district’s portfolio, as all are connected in a way in which the actions to one facility will have a domino impact as to what will happen to the next.

Comprehensive facility planning requires an iterative process essential to maintaining the short and long-term well-being of a district’s infrastructure. There is no "boilerplate" approach to planning as every school district has a unique set of characteristics that set it apart from others. However, there are commonalities in the types of data and information that should be used to make both fact-based and community stakeholder-based decisions when the plan is developed. 

We often use the analogy of a four-legged stool in which the seat represents the facilities and that seat is 

supported by four legs of equal importance. The legs include:

 ƒ Educational Framework: Curriculum, programs, delivery models, and policy

 ƒ Demographics: Enrollment and the data that impact enrollment

 ƒ Condition: Physical condition and educational adequacy

 ƒ Funding: Ability to fund and sources of funding

"Plan-for-Planning" Meeting

Prior to developing the facilities master plan, our team will facilitate a plan for planning work session to confirm that there is clear agreement on the objectives and the process to be implemented. The purpose of this initial meeting with the district’s administration is to gain an understanding of the mission and function of Terrell ISD and discuss approach. The plan-for-planning work session is held to confirm that expectations of the project are understood and there is consensus on the process to be implemented. At this meeting we will discuss roles, functions, responsibilities, anticipate issues, and prepare for the project roll out.

A. EDUCATIONAL FRAMEWORK

The educational framework of Terrell ISD is perhaps the key characteristic that makes your district unique. During this phase of planning, we will work with Terrell ISD to identify the foundation of the educational core of the district. This includes practical data such as school size; class size, and grade configuration. These elements begin to set parameters of planning necessary for the framework of planning. Combine these with the educational component of Terrell ISD, information that includes: 

 ƒ Programs: Special education, magnet/choice schools, ESL, career and technical education, visual and performing arts

 ƒ Extra-Curricular: Athletics, clubs

 ƒ Delivery Models: Team models, grade level, cross-curricular, virtual learning

The educational component often informs the practical models of what comprises the makeup of a district. 

Development/Verification of Educational Space Standards

The educational framework of the district is the foundation for creating and/or verifying the educational specifications for facilities. Educational specifications are the written description of how schools should be designed based on the educational model of the district. This purpose of the educational specification is two-fold.

First, it sets the standards for design from an educational perspective, thus setting up a process for new construction and/or renovations that means form will follow function. Second, the educational specifications will be the standard to which all buildings are measured for educational adequacy assessments. The second is critical in that the measurement of adequacy becomes standards based and not a subjective measurement. 

The final educational specifications will be in written and graphic form for review and clarification and will define the scope of work and design requirements. It will contain results of the planning labs, a compilation of space, spatial diagrams for each program and the entire facility, as well as detailed program area descriptions. The following components will be included as part of the educational specifications document:

 ƒ Educational program and delivery system

 ƒ Specific program area information

 ƒ Specific facility features

 ƒ Furnishing and equipment needs

B. DEMOGRAPHICS

Understanding the details of student enrollment and the data that impacts the enrollment is critical to future space planning. Our team has extensive experience in not only development of enrollment projections but in the analysis of the details of the demographics of the district. Enrollment projections are more than just the number of students a district serves. The projection tells a story of the demographic makeup of the enrollment, the diversity of students the district serves, the current and future of housing in the district, the socio-economic components, and economic development impacts on student enrollment.

C. FACILITY CONDITION  

Educational Adequacy Analysis

The adequacy assessment is a standards-based approach of measuring school facilities against the district’s educational specifications. A critical component to functional equity across the broad spectrum of Terrell ISD is educational adequacy. The Educational Adequacy Index (EAI) is used as a comparative indicator to identify the relative programmatic needs of a facility, group of buildings, or an entire portfolio

Our Approach to Communications and Community 

Our team looks forward to the opportunity to work with an Terrell community-based facilities and planning committee. This committee will provide the conduit for messaging to the larger community audience. A strong collaborative relationship between this citizen’s committee and the planning consultant will lead to better vetting of the data, extensive community outreach strategies, innovative solutions for challenging planning issues, and ultimately a stronger facilities master plan.

Develop a "State of the Schools" Report

Critical to the success of a facilities master plan is to have clear understanding of existing data and to break down the silos of information in order to make informed decisions. The "State of the Schools" Report will serve as a key document from which all stakeholders are working from the same data points, providing a stronger foundation for creating options and ultimately final facility decisions

Recommendations Development

After input and vetting from Terrell ISD and the community our team will reconvene leadership and the facility committee to consider the options for a multi-day work session to narrow the list of facility options into a set of final recommendations. All the data collected to-date is incorporated in developing draft recommendations that respond to the data and community input, while helping to further the Terrell ISD’s vision. 

The final report will include recommendations for facility modifications to achieve the district’s programmatic goals outlined earlier in the program. The LRFP is more than a facilities document; it provides a roadmap for strategic investments in the District’s facilities for the next 5-10-20 years that meets the educational vision of Terrell ISD and the community while working within given capacities and budgets.

Final Report and Recommendations

Our team will present a final report and data visualization tool to the Superintendent and Board of Trustees upon completion of this process.