2025 School Facilities, Planning, Construction, and Financing Workshop

7:30 a.m. – 8:00 a.m.

Registration/Continental Breakfast

8:00 a.m. – 8:10 a.m.

Welcome, Overview of Workshop, Introduction of Guest Speaker

8:10 a.m. – 9:10 a.m.

Guest Speaker, Ron LaPlante, Division of State Architect

“Top 10 Ways to Make Your Project a Success with DSA”

Breakout Sessions - A | 9:20 a.m. -10:20 a.m.

Breakout Session 1

2026 – Bond Election Year Are you Ready?

Presenters: Robert E. Anslow (AALRR) and Chris Delehanty (Assistant Superintendent, Business Services Del Mar Union School District)

Takeaways

·         Advanced Preparation Activities

·         Know the Legal Requirements

·         Integration with Facilities Plan

·         The Bond Election Team

·         Election Procedure

·         Success! Now It’s Time to Issue and Sell Bonds

Breakout Session 2

Purchasing Real Property Your How-To Guide

Presenters: Wendy H. Wiles (AALRR) and David Rivera (AALRR)

Takeaways

•         Preliminary Actions

-          Preliminary Title Report

-          Zoning

-          Appraisal

•         Inspections – Due Diligence

-          Environmental

-          Operation and Use of Property

-          Vacant Land vs. Existing Building

•         Escrow

-          Timing

-          Title Policy

-          Seller Obligations 

Breakout Session 3

Handling Bid Protests with Confidence

Presenter: Nicolle A. Falcis (AALRR)

Takeaways

·         What are Bid Protests?

·         Responsiveness Versus Responsibility

·         Common Mistakes in Bids and How School Districts Can Respond 

·         Best Practices in Handling Bid Protests

Breakout Sessions - B | 10:30 a.m. - 11:30 a.m.

Breakout Session 4

The School Security Playbook

Presenter: Stephen McLoughlin (AALRR)

Takeaways

·         Review of Current Law Regarding School to Ensure Compliance

·         Summary of Technology and Funding Options to Increase Security

·         Help Find the Balances Between Creating Safe Facilities, Considering Financial Restraints, and Creating a Welcoming School Environment.

Breakout Session 5

CEQA: From Beginner to Advanced Through the Use of Best Practices

Presenter: Eddy R. Beltran (AALRR)

Takeaways

·         Overview of CEQA

·         Exemptions, Negative Declarations and Environmental Impact Reports

·         Mitigation and Alternatives

·         Notices and Public Review

·         Project Approval

Breakout Session 6

How to Fund Your Projects with School Fees

Presenters: Nicolle A. Falcis and (AALRR) and Andrew J. Hyun (AALRR)

Takeaways

·         Overview of School Fees (Level 1, Level 2, and Level 3)

·         Impact of Declining Enrollment and Capacity Issues on School Fee Reports

·          Common Issues with the Collection of School Fees

·         Appropriate Expenditures of School Fees

Breakout Sessions - C | 11:40 a.m.-12:50 p.m.

Breakout Session 7

Creative Bidding & Procurement for K-12 Districts

Presenter: Jeff Frey (AALRR)

Takeaways

·         Prequalification

·         CUPCCAA

·         Piggybacking & Purchasing Cooperatives

Breakout Session 8

Surplus Real Property Options

Presenter: Douglas N. Yeoman (AALRR)

Takeaways

·        “Surplus” versus “Exempt Surplus” Real Property

·         Disposition Options

·         District Advisory Committee (“7-11 Committee”)

·         Board Declaration of Surplus or Exempt Surplus Property

·         Priorities and Procedures for Sale or Lease

·         Competitive Bid or State Board of Education Waiver

·         Property Exchange

Networking Lunch | 12:50 p.m.-2:00 p.m.

Closing Remarks Conference Ajourns