Program Sessions

Innovate | Sustain | Deliver
April 9-11, 2015
Innovate | Sustain | Deliver: Today's Tools for Tomorrow's Schools
Wyndham San Antonio Riverwalk
San Antonio, Texas

Friday, April 10, 2015 – 10:15 am – 11:30 am
Northside ISD's Bernal Middle School: A Case Study of TX-CHPS designed from the School District's, Architects and Contractor's Point of View
Jerry Lammers, AIA, LEED AP BD+C

This session will highlight the collaborative effort utilized for designing and constructing Northside ISD's Joe J. Bernal Middle School to meet TX-CHPS Designed Standards. The presenters will describe the implementation of the Assessment Tool and give examples of how the project met TX-CHPS' prerequisites, credit, and documentation requirements. They will discuss how the high performance building rating system was used as a guideline for the District's Green Building initiative and show how this process lead to other unique features of the school.

Presenter Bio:

Jerry Lammers, AIA, LEED AP BD+C
Lammers is a Principal at Alamo Architects. He is a registered architect in the State of Texas with over 25 years experience designing educational facilities. He has completed more than twenty K-12 school projects for several school districts. He leads Alamo Architect's sustainable design initiatives and is responsible for designing Jim Martin Elementary, which won of the the City of San Antonio's 2010 Green Building Awards and was one of San Antonio's first LEED Certified Schools. Mr. Lammers earned a Master of Architecture, and a Bachelor of Environmental Design from Texas A&M University.
Strategic Partnerships for implementation of House Bill 5
Casey Stone, Keller ISD

In conjunction with Keller ISD, the session will provide an overview of creating CTC environments that respond to the current learning and teaching paradigm shift, while monitoring the pulse of the changing global economy. Methods of establishing strategic partnerships to shape and focus the vision of the school district, as well as firmly incorporating community needs and aspirations will be explored. The presentation documents the school district's pathway to incubating innovative thinkers, passionate entrepreneurs, and global leaders.

Learning Objectives:
  1. Mining and extrapolating data to gauge interest and need for career pathways
  2. Harnessing the power of the network. Finding and establishing strategic partnerships
  3. Instigating passionate learners through social learning, collaboration and entrepreneurship
  4. Facilities that evolve with time: the tug of war: vision vs reality

Presenter Bios:

Casey Stone, Keller ISD
Casey strives to provide students exceptional educational opportunities in preparation for a dynamic work environment. He is in constant search of community, industry, and post-secondary partnerships to connect with career and technical education teachers and students. Casey has served CTE students in an administrative capacity for seven years in Keller ISD, Cedar Hill ISD, and Fort Worth ISD. Casey Stone, Director is the Director of Career & Technical Education, Innovation, and Virtual Learning, Keller ISD.

Sangeetha Karthik, Corgan
Sangeetha is a firm believer in education as THE catalyst for social and economic change. Her background enables her to effectively amalgamate design, curriculum & learning trends into the creation of 21st learning environments. Sangeetha has over 10 years of experience in designing K-12 facilities, the most notable project being IISD's Lady Bird MS, the first net zero middle school in Texas. She is a registered Architect & Interior Designer and an Associate in Corgan.

Devin Weaver, Corgan
Devin has a commitment to designing innovative K-12 Education environments including space planning, technology integration, and furniture design. Her work exhibits a passion for creating synergies with established and new academic programs. She has been a design team member and managed the construction on several K-12 buildings, including the Tyler ISD Career Tech Center and FFE Package. Devin has technical expertise in building modeling with over 5 years of experience.
Makerspaces: Making Outcomes Count
Angela Whitaker-Williams, Perkins+Will

After tackling the basics of the Maker movement from "Makerspace: Making a Vision" join us for in depth investigation how integrated makerspaces can revolutionize a new curricula. Makerspaces move learning from "project based" to "problem based" with a focus on creativity, experimentation, and real impacts of lasting outcomes. They have to potential to link all subject matters into a curricula that is not only engaging but also productive. They move learning from the score into focused attention on solving real life problems. Imagine a school that not only gives out diplomas but supports patents on new innovations. This presentation looks at various case studies as well as student outcomes and statistics to prove the value of making in an educational setting. Explore making as a step into solving a new problem that works with the new Creative Economy. What problem will you solve? What resources will you tap? What impact will you have? What will you make?

Learning Objectives:
  1. Explore case studies of various types of makerspaces and the ways they work inside and outside schools.
  2. Understand learning outcomes related to making such as student direction, provisional patents, and college/career readiness.
  3. Experience "Problem Based" learning and problem identification.
  4. Integrate community and mentorship in maker programs.

Presenter Bios:

Angela Whitaker-Williams, Perkins+Will
Casey strives to provide students exceptional educational opportunities in preparation for a dynamic work environment. He is in constant search of community, industry, and post-secondary partnerships to connect with career and technical education teachers and students. Casey has served CTE Angela is the Austin Practice Leader of with over 20 years experience in Educational Architecture. In graduate school, she spearheaded the first Maker Architects Week at Tulane bringing materiality to structural, artistic, and site problems. Her maker skills include: woodworking, welding, tiling, electrical, fiberglass, metalworking, photography, and videography. She had installations at Tulane, Texas A&M, University of Houston and published in Windows of Observation. She believes creativity is collaboration in materiality and meaning.

Catherine Dalton, Perkins+Will
Catherine is both an Architect and Interior Designer with 8 years of K-12 experience of which she strives to provide school districts with designs that are meaningful to their community, supportive of their mission, and bring value to their teaching environment. Catherine brings a passion for integrating vision and branding through all types of built environments from large scale exterior architecture to human scale interior components.

Alison Binford, Perkins+Will
Alison is a Project Architect out of the Austin office with over ten years' experience. Nine of those years have been working on both K-12 and Higher Education facilities. With a background in alternative education spaces Allison bring a lot of innovation to the Perkins and Will team. Coming from a family of educators, Alison has a lifelong passion for education and works to create buildings which enhance and expand the learning environment.
It's About More than Initial Building Cost
Monte Hunter, Parkhill Smith & Cooper

Initial construction cost typically represents only 15%-20% of whole life building cost. Using evidence based research, this session explores the long term impact of material life cycles and space efficiency on energy use, maintenance, renewal costs and sustainability in Texas schools. Case studies of quality, space efficient school buildings will be compared to "low initial cost" buildings.

Learning Objectives:
  1. History of whole life building cost in schools
  2. How material quality selection impacts ongoing operating and renewal cost
  3. How space efficiency impacts ongoing operating cost and energy use
  4. How quality, space efficient buildings impact energy use and sustainability

Presenter Bio:

Monte Hunter, Parkhill Smith & Cooper
Monte Hunter has 34 years of experience in K12 facility planning. He has been a member of CEFPI for 23 years and has consulted for 40+ school districts in Texas and the USA. His facility metrics work received the 2006 CEFPI Impact on Learning Award. He was the president of Hunter Corral Associates for 26 years before joining forces with Parkhill Smith & Cooper. His metrics presentations have been featured at multiple CEFPI, TASA and TASB conferences.
1:15 pm – 2:30 pm
Value Added Design: Building Systems that Save Money
Mark Oppelt, LPA Inc.

There seems to be a baffling array of possibilities to consider when designing schools that seem to have the potential to drive up construction delivery costs: sustainability, net zero schools, small learning communities, flexible learning environments. The list goes on and on. How can we achieve these worthy educational goals and at the same time keep the costs reasonable for ISD's with modest means and lofty goals. This presentation looks at the realities of design and construction costs in the context of school mission, and identifies design strategies that bring value to the District but doing it in a way that doesn't break the bank. Case studies of East Central High School and Somerset Junior High School will be used to illustrate how these practices have resulted in excellent cost effective and attractive solutions.

Learning Objectives:
  1. Provide new insight to unused building systems in educational design through case studies
  2. Show how collaborative effort and integrated design process benefits ISD's.
  3. See student response to unique and creative educational environments
  4. Educate practitioners in cost effective building systems and concept driven design can affect future projects.

Presenter Bios:

Mark Oppelt, LPA Inc.
Mark Oppelt is one of the founding partners of OCO Architects; now LPA-San Antonio, an integrated design firm. In his role as Principal in Charge and Project Architect, he has led the design effort for many new and renovated, award winning K-12 schools in the Central Texas region. Past Caudill Award winners Ronald Reagan High School, Boerne Champion High School and over 20 other award winning projects have benefited from his creative energy and expertise.

Jim Selby, Assistant Superintendent, East Central ISD
Jim Selby is currently the Assistant Superintendent of Business & Operations at East Central ISD and also the President of the San Antonio Chapter of ASMOCA. He helped steer the effort to fully renovate the East Central High School in south east Bexar County.

Jennifer Flores, LPA Inc.
BIM Execution Plans and AIA BIM Exhibits – What it Means to Owners and How These Agreements Can Help Facilitate Collaboration and Accountability
James Moore, Marmon Mok Architecture

In this session, we will discuss the different BIM agreements available for Owners to use on their projects, and the need for using it. We will discuss minimum standards to be used in the BIM agreement/BIM Execution Plans so that A/E's can deliver efficient BIM models to owners/contractors. We will see how the goals of using BIM by Owners/Contractors during preconstruction, construction and for project delivery can be affected by having or not having a BIM agreement and a BIM execution plan.

Learning Objectives:
  1. Discuss the different BIM Agreements available for Owners to use, need for using it and discuss the tangible results if used effectively
  2. Explain how BIM Agreements can influence the need to create BIM standards that establishes clear understanding of different Level of Development (LOD) the model will be produced at different stages of design
  3. Understand how BIM agreements will lay out expectations from consultants and contractors in their collaborative use of BIM at multiple design stages
  4. Learn what challenges K-12 Owners will face in utilizing/implementing BIM Agreements in their capital projects and possible ways to solve them

Presenter Bios:

James Moore, Marmon Mok Architecture
James Moore is an architect at Marmon Mok Architecture. He is a Project Architect/Project Manager and is one of the firm's BIM Managers. He has 15 years of experience in design services for educational, commercial, institutional and religious facilities. He manages Marmon Mok's BIM utilization and standardization. He is responsible for implementing BIM project standards across multiple project types and guides project teams in best use practices of BIM within the office.

Anand Gajbhiye, Joeris General Contractors
Anand Gajbhiye is the BIM Manager for Joeris General Contractors. He manages the BIM Department, leads the BIM team and provides oversight to all company BIM projects. Andy is responsible for directing the implementation of BIM within Joeris' strategic plan. Andy is an authority on BIM use throughout various phases of construction, has presented in many conferences and has been published in several technical publications.

Jorge Cabello, North East ISD
Jorge Cabello is the Senior Director for Construction Planning and Design for the North East Independent School District where he is in-charge of coordinating the designs and development of construction documents. A graduate of the University of Texas at Austin with a degree in Architectural Engineering, Jorge practiced as a licensed professional structural engineer before specializing in bond planning.
Coordinating a state of the art Security system in a 21st century School: A case study of Midland ISD's new elementary schools
RJ Lopez, Parkhill Smith & Cooper

How can my child learn if they do not feel safe? When ranking priorities in a new school, communities have consistently placed safety as their number one concern. In Midland Texas, the superintendent expressed to the local community that the number one concern was heard and as a result the new 800 student elementary schools would each be equipped with a facility wide lock down system that was able to communicate to every door a student had access to. We will walk through the process of coordinating a truly integrated security system that includes features such as teacher communication badges, video intercom screening, levels of security and a campus wide lock down system. Learn how, from bond planning to construction, the school district, designers and technology consultants were required to constantly communicate and coordinate the physical and systematic approach to the integrated security system.

Learning Objectives:
  1. Identify scope of security system during bond planning
  2. Discuss the role of technology in schools
  3. Best practices for coordinating an advanced security system
  4. How physical building design interacts with technological systems design

Presenter Bios:

RJ Lopez, Parkhill Smith & Cooper
RJ Lopez is a registered architect and BIM coordinator in the K-12 studio at Parkhill Smith and Cooper. His experience includes services from bond planning to construction administration on projects ranging from elementary schools to high schools. Recently, he has played a key role as an architect on one of the first 21st century elementary schools in west Texas.

James Riggen, Midland Independent School District
James W. Riggen is a registered architect that has been Chief Operations Officer of the Midland Independent School district for over 20 years. On a daily basis, James is responsible for supervising the facilities of over 35 facilities for over 24,000 student. With the future in mind, James played an integral role in the passing of a 2010, 163 million dollar elementary

Brody Yetley, AB&Y Group
Brody Yetley is an Information Transport Systems Specialist at AB&Y Group with core competencies in Division 27 Communications technology consulting, design, and project management for various facilities, from conception through project completion, with a collaborative effort and skilled approach.
Enriching Educational Opportunities with Student Centered Design: A Case Study of a Career Technical High School
Stuart E. Campbell, IBI Group, IBI Learning+

A school is meant to prepare students for the next step, be it higher education or a successful career. Few places, however, approach this ideal like the Pasadena ISD Career and Technical High School. The innovative facility provides a project-based curriculum in a modern, flexible, and forward-thinking facility. The design enhances integration of core curriculum with professional training and certification in the area's most economically vital industries: health; business and human services; agriculture; technology and engineering; manufacturing and construction; and transportation and shipping. Participants will follow the collaborative process of planning that took place for this new and innovative facility. By walking through the project goals, development, design, implementation, and operation of the facility, this interactive lecture explores how Student Centered Design can unify and enrich educational opportunities. Follow the programming and planning process, learn the critical importance for integration of interior design with the experiential learning environment, and be exposed to the responses of students and staff to this successful 'Place of Discovery'.

Learning Objectives:
  1. Participants will better understand how student-centered designed environments can unify and enrich the various career and technical high school programs to meet unique opportunities.
  2. Participants will learn the programming/planning process which transformed staff factions and conflicting goals into meaningful teamwork opportunities, and ultimately in to a successful place of discovery.
  3. Participants will learn how critical the difference creative interior design is (furniture, finishes, vistas, graphics, etc.) to the ultimate success of the educational performance of the facility.
  4. Participants will experience the various responses of educators and students feedback to the facility.

Presenter Bios:

Stuart E. Campbell, IBI Group, IBI Learning+
Mr. Campbell brings two undergraduate degrees from Texas A&M University and a Master of Architecture form Clemson University. Spanning over 28 years, his career has focused on educational architecture that expands client expectations, maintains strict budget requirements, and engages Students to develop to their full potential. During his career he has been involved with the planning, programming, design, and construction of multiple recognized educational projects including the Career and Technical High School for Pasadena ISD. With a passion to advance the relationship between instruction and facilities, he has lectured at numerous schools, events, and conferences.

Sarah Wrobleski, Pasadena ISD
Ms. Wrobleski received a Business Education Degree from Louisiana State University and Occupational Educational degree from The University of Houston. She worked in Career and Technology as a director for many years and joined the Pasadena Independent School District team in 2006. Her passion for students and their success led her to a love for insuring students have career opportunities that do not lead them to just a job, but a lifelong career. Sarah is a member of the Gulf Coast Career and Technical Administrators of Texas where she has served in several office positions in addition to receiving the Outstanding Administrator for the Gulf Coast Region three times. In addition to this, Sarah serves on the Gulf Coast Workforce Development Board.

Steve Fleming, Pasadena ISD
A 49 year native of Pasadena, Mr. Fleming attended PISD schools and graduated from Pasadena High School in 1983. He earned his Bachelor of Science and Master of Education degrees from the University of Houston Central Campus and returned to Pasadena High School to begin his teaching career in 1990. Mr. Fleming taught chemistry at Pasadena High for nine years then served as the Pasadena ISD K-12 science instructional specialist until 2003. From 2003 through 2012, Steve served as assistant principal at Pasadena Memorial High School. In January 2013, he was named as principal of the Career & Technical High School. Steve is married to Rene', a 27 year Pasadena ISD elementary teacher, native Pasadena resident and graduate of Pasadena High School. They are both active members of First Baptist Church Pasadena, serving as deacon and wife and teach.

Rachel Floyd, IBI Group, IBI Learning+
3:00 pm – 4:15 pm
Delivering Real World/Hands On Education Through an Innovative Partnership
Carl McClenan, Joeris General Contractors, Ltd.

Northside ISD's Construction Careers Academy. This innovative school has allowed for a two-way partnership between the school district and business community by providing real-world education and experience for students interested in construction related careers, including trades and college preparatory fields, and providing a pipeline of potential employees to contractors in an ever more competitive labor market. This session will feature a panel discussion featuring Principal, district Assistant Superintendent of Facilities and General Contractor partner of the Academy. Each panelist is a member of the Business Advisory Group for the Academy, helping to guide curriculum and facility needs as well as working to develop programs that will assist both students and businesses to make the most of their involvement with the school.

Learning Objectives:
  1. Explore INNOVATIVE Opportunities for Partnerships between AEC community and school districts
  2. Understand the value of DELIVERING educational spaces for alternative learning opportunities
  3. Seize the opportunity to create a SUSTAINABLE and passionate labor pipeline for the AEC marketplace
  4. Realize the potential for utilizing TOOLS TODAY to provide students with real world, market desirable skills and knowledge for TOMORROW'S jobs

Presenter Bios:

Carl McClenan, Joeris General Contractors, Ltd.
Carl McClenan has worked in construction for over 15 years, in both the field and project management. He now serves as Joeris General Contractors' Director of Operations in San Antonio, responsible for overseeing all projects and project teams. Carl holds a Bachelors in Construction Science from Texas A&M and is a graduate of the San Antonio Real Estate Council's Leadership Program. He is active in the community, serving as a student mentor, on the NISD Education Foundation Board and on the Board of Directors for the NISD Construction Careers Academy. Carl's wife, Christine, is a secondary school teacher and has also been a school principal. They have three children and Carl is active in youth sports programs as a coach. Carl is also a member of the Joeris Executive Management Team and is an employee owner of Joeris General Contractors, Ltd.

Leroy San Miguel, Northside Independent School District
Mr. San Miguel is a longtime Facilities and Support Services Administrator. He began his career in Public Education in 1990 for Corpus Christi ISD, overseeing design, planning and construction and administering two bond programs. In 2002, Leroy was appointed Executive Director of Plant Services for San Antonio ISD. His duties included overseeing Maintenance and Operations functions, and later the addition of design, construction, planning and operations functions. In 2009, Mr. San Miguel moved to Northside ISD as the Executive Director of Facilities and Engineering. In 2011, he was appointed Assistant Superintendent of Facilities and Operations, overseeing construction, engineering, maintenance, operations, environmental, energy, and real-estate functions. Mr. San Miguel has held several leadership roles within the community, to include President of the local chapter of Council of Educational Facility Planners and has served on various City committees. He holds a bachelor's degree in Environmental Design and a Master's of Architecture from Texas A & M University.

Phillip Edge, Northside Independent School District
Phillip Edge is the Principal of the Northside Independent School District's Construction Careers Academy, in San Antonio, Texas. Phillip has dedicated his life to the success of students. Prior to coming to Construction Careers Academy Phillip served as a teacher and administrator at Connally Middle School, Pearsall High School, Somerset High School and Natalia High School. His commitment to student achievement earned him the distinction as Principal of The Year for Region 20 in 2012. He has served as a presenter, trainer and mentor for other teachers and administrators. Phillip also served in the United States Air Force with assignments in San Antonio, Texas and Colorado Springs, Colorado. During his tenure in Colorado he worked for Dodson Construction as a general contractor. After a seven year stint with Dodson Construction he returned to San Antonio. Phillip holds a BA in Business Administration from Southwest Texas State University and a MA in Educational Leadership from the University of Colorado.

Angela Cardwell, Joeris General Contractors
How Student Centered Design can support the Common Core Practices: A Case Study of Trillium Creek Primary School
Karina Ruiz, DOWA-IBI Group, IBI Learning+

By using the MacConnell Award winning Trillium Creek Primary School as a case study, this session will focus on the role students can play in helping to design space and place for them to learn. We will explore and articulate strategies to discover and listen to how students can be active participants in shaping the design of their learning environments and how this can support the new pedagogies required in the Common Core State Standards.

Learning Objectives:
  1. Upon completion, participants will understand the common core practices that provided the foundation for the creation of Trillium Creek
  2. Upon completion, participants will be able to explore and articulate strategies to design a school and schoolyard that promote student learning that can empower students to be agents of change.
  3. Upon completion, participants will be able to associate the importance of student voice with the successful design of a school and improve their understanding about the courage required of educational leaders to authentically engage students in the design of their learning environments.
  4. Upon completion, participants will understand strategies to continue to build on the design guiding principles to help establish a school culture that sustains over time.

Presenter Bios:

Karina Ruiz, DOWA-IBI Group, IBI Learning+
A Principal at Dull Olson Weekes-IBI Group Architects, Karina is a California-registered Architect, highly skilled project manager and educational facilities planner. Karina serves as the Sector Lead for IBI Group's Global Education Practice, IBI Learning+. She began her career in educational architecture in the Bay Area of California. After moving to Oregon 13 years ago, she remains committed to the idea that buildings can have a positive impact on society and continues to pursue this goal with relentless passion. She has over 20 years of experience in the design and construction of educational facilities and believes fervently in the importance of this work to shape the future of this world. It is this motivation that drives Karina to work diligently to ensure that the client's goals and guiding principles are at the forefront of all decision making and to ensure that their vision is carried forward to execution. With several LEED registered and certified projects to her credit, she also brings a deep knowledge of sustainable design that goes well beyond environmental consciousness to include issues of social justice and community building. Karina has managed over $450M in public, educational architectural projects and has led numerous projects that have attained the highest levels of recognition for design and process excellence, including the CAE Design Award and the CEFPI MacConnell Award. Karina is also engaged in architectural industry organizations in support of the built environment with a specific emphasis on architecture for teaching and learning. She serves on the Board of the American Institute of Architects, Portland Chapter and is the President of the Council of Educational Facility Planners International chapter in Portland, Oregon.

Rachel Floyd, IBI Group, IBI Learning+
Designing Schools for the Next Generation of Innovators
Kate Mraw, LPA
Julie Zoellin Cramer
Emily Koch

Where We Learn Matters. As facility designers we must develop awareness of current research on diverse learning and thinking preferences and how these, along with sensory issues can impact our learning spaces. This session will provide an overview of learning styles and show how an in-depth planning and programming process of intentional design can inform decisions as well as on-going research on how a space is performing. Together we will become familiar with the maker movement, how hands-on problem-solving is helping to build innovation skills within our communities, how this influences learning and what types of spaces are required to foster creativity. In a changing educational environment, this session connects hands on research that connects learning modalities with space design.

Presenter Bios:

Kate Mraw, LPA
Kate serves as Design Director for LPA as well as Lead Designer in the firm's San Antonio office. For more than 10 years, she has provided thought leadership and innovative design solutions in design and marketing strategy. With a background in interior design and expertise in complex educational programming and design, Kate leads the K12 interiors team. Her guidance and leadership on complex educational design projects has resulted in numerous feature articles and design awards.

Julie Zoellin Cramer
Institute for Entrepreneurship in Eduction, CEPL USD ulie is the Director of Operations for the Mobile Technology Learning Center as well as a Senior Research Associate at the Center for Education Policy and Law. Julie is a graduate of University of San Diego’s School of Leadership and Education Sciences Ph.D. program in K-12 public/private school leadership. Her dissertation focused on parent empowerment as a social movement and parent trigger legislation in the United States and was nominated for the William P. Foster Outstanding Dissertation Award. Working with CEPAL since 2008, Julie specializes in innovative practices in K-12 education, including new school and learning space design.

Emily Koch
A recent CEFPI graduate, Emily has dedicated her career to the research and understanding of how we learn to influence how we design. Emily, a Project Designer at LPA, inc., leads an integrated process of research based design with a team of architects and engineers in LPA's Irvine office. Her focus on facility planning is paralleled with an interest in user experience of space, resulting in award winning projects across the state of California.
Planning and Designing 21st Century Schools
Sue Robertson, Houston Independent School District

Do innovations in education drive facility design or does facility design drive educational innovation? Ideally, academic leaders and facility planners are working together to ensure that the schools of tomorrow meet the rapidly changing needs of students and teachers, as well as support emerging technology and sustainability. That cross-functional cooperation, however, is easier said than done, especially in large urban districts where many priorities are competing for limited resources and attention. This panel discussion will consider strategies to ensure that administrators are all working toward the same goal when planning and designing new school facilities. Key points will include how to build support among school-based leaders to help drive consensus and change among staff, teachers, parents and students.

Learning Objectives:
  1. Developing a methodology and strategy around facility planning and design.
  2. Creating a culture of innovation among school leaders and planners.
  3. Building consensus around changes in the learning environment and delivery method.
  4. Driving stakeholder engagement and support

Presenter Bios:

Sue Robertson, Houston Independent School District
Ms. Robertson integrates experience in the fields of education and design in her work as an educational planner. She has a Bachelor's degree in elementary education and has worked as an educator from elementary through university levels. Sue has a Master's degree from Florida State University in Interior Design and experience in space planning for educational facilities as well as commercial office buildings. As an educational planner, Ms. Robertson has assisted numerous districts in facility assessments, developing educational specifications, and district-wide master planning. In 2001 Sue formed Planning Alliance, a corporation that provided facility planning services for K-12, higher education, and business clients. Planning Alliance relocated to New Orleans, LA, in 2007, and Sue worked with the Recovery School District as a consultant and then an employee. Sue is currently the General Manager, Facility Planning, for Houston Independent School District is responsible for overseeing the planning for a recently-passed $1.89 billion bond-funded building program.

Dan Gohl, Houston Independent School District
HISD Chief Academic Officer Daniel Gohl is responsible for the academic growth of nearly 215,000 students and the management and success of almost 300 schools. Prior to joining HISD, Dr. Gohl was the deputy chief innovation officer for the New Jersey Department of Education. He began his career in education as a teacher in Austin ISD, but he has also served as the executive director of secondary school transformation in the District of Columbia Schools, the executive officer for innovation and change at Newark Public Schools, and chief academic officer for the Future Is Now Schools. Dr. Gohl has been recognized with a number of awards over his long career in education, including Teacher of the Year in 1993, the CISCO Award for Vision in Technology Education in 2004, and Big Picture Schools' Educational Innovation Award in 2010. He received his bachelor's degree from Vassar College and both his master's and doctorate from the University of Texas at Austin.

Dan Bankhead, Houston Independent School District
Dan Bankhead is the General Manager of Design, for the Construction Services Division of the Houston Independent School District's Construction and Facilities Services Department. Prior to joining HISD, Bankhead held positions as a senior associate and associate principal with two American Institute of Architects (AIA) Houston Firms of the Year and recipients of the Texas Society of Architects Firm Award. During his 29-year career, Bankhead has directed many of local, national, and international projects, winning several awards. Bankhead serves on the Board of Directors of the ACE Mentor Program Houston and the Architecture Center Houston Board of Directors, and is past-president of the Houston Chapter of the American Institute of Architects. Bankhead earned his bachelor of arts and bachelor of architecture degrees from Rice University, and has completed graduate courses at the University of San Francisco.

Sylvia Wood, Houston Independent School District
Saturday, April 11, 2015 – 8:30 am – 9:45 am
The Classroom Re-Imagined for Tomorrow
Mark Vander Voort, HKS INc.

The Bill & Melinda Gates Foundation and architectural firm HKS have taken note of Dallas ISD's transformative work and students are benefiting from that recognition. The district received nearly $1 million in grant monies from the foundation to further develop a strategy known as personalized learning – an individualized approach to educating students. The district's work in this area garnered the commitment of the annual 2014 HKS Design Fellowship to study possibilities and opportunities. Last November, HKS fellows (young designers and students from around the US) spent four days in Dallas to research, brainstorm and design concepts of personalized-learning classrooms. The portrayed design concepts will play a significant role in the district's effort to ensure that classrooms of the future are designed with students in mind. Learn about this innovative approach to community collaboration and problem-solving. See videos of the process and the inspiring results, which will be co-presented by actual "fellows" from Dallas ISD and HKS.

Learning Objectives:
  1. Learn how young designers and students collaborated to imagine future personalized learning speaces
  2. See the results of the intensive design and collaboration process
  3. Understand how partnerships like the Design Fellowship can help analyze and solve community problems
  4. Learn how grants can supplement and augment the facility design and implementation process

Presenter Bios:

Mark Vander Voort, HKS Inc.
Mark Vander Voort, AIA, LEED AP, is the Educational Practice Leader for HKS and currently works in the Dallas office. With over 39 years of educational leadership, Mark offers unique expertise to help foster long term design strategies to enhance student environments. Mark contributes the knowledge of participating in numerous educational projects over his career, many award-winning.

Ashley Bryan, Dallas ISD
Ashley Bryan is the Director of Planning & Implementation at Dallas ISD. Ashley led district efforts to secure the Bill and Melinda Gates Foundation Grant and also spearheaded the collaborative partnership with the HKS Design Fellowship. Ashley participated as a Primary Dallas ISD Mentor in the actual Fellowship weekend, and continues to implement the ideas discovered in the process.

Leonardo Gonzalez, HKS Architects
Leonardo Gonzalez is a Lead Education Design Architect at HKS. He leads many of the firm's K12 design efforts. Leo participated as an HKS Mentor in the Design Fellowship Process. Leo will be joined by Aaron Hollis, a young designer at HKS who actually participated as a design fellow. Aaron will be able to share his personal insights and impressions of the intensive design experience.

Aaron Hollis, HKS Architects
Alamo Heights High School, a case study in sustainability
Lowell Tacker, LPA Inc

Through 2 bond programs AHISD has implemented numerous sustainable strategies including thermal storage at the High School and district wide photovoltaic arrays. Our discussion will focus on a before and after of the high school in terms of energy consumption and monetary savings. We will walk you through our strategies, the realities of implementation, life cycle costs and actual energy costs/savings data. Our panel will include the Owner, Architect and Engineer so you get to collaborate with all members of the design team.

Learning Objectives:
  1. Understand Sustainable strategies which affect the well being of students in a high school environment
  2. Understand how Sustainable strategies can be used as teaching opportunities in a K12 environment.
  3. Realize the ROI for Sustainble strategies.
  4. Learn unique requirements inherent to solar PV arrays requried to ensure safety

Presenter Bios:

Lowell Tacker, LPA Inc
A principal with LPA, Lowell has over 25 years of experience designing sustainable architecture and has applied these principles to numerous K12 projects. Lowell has been president of the South Texas Chapter of CEFPI and AIA San Antonio in an effort to give back to the profession and to promote sustainable design in the community. A graduate of Texas Tech, Lowell is enjoying life as an empty nester.

Brian Uhlrich, DBR
A Principal with DBR, Brian oversees the Southern Region of Texas. Brian has been a past president of the South Texas Chapter of CEFPI and is very active with the local chapter of the USGBC. As a LEED Certified engineer Brian is always looking for better ways to incorporate sustainability into projects to create long term benefits.

Mike Hagar, AHISD
Mike Hagar, the Assistant Superintendent of Business and Finance for AHISD has been in the public education sector for 20 years. Starting with the Midway school district in Waco for 7 years and spending the last 13 years at Alamo Heights ISD. Mr. Hagar graduated from Texas Tech University in 1978 with a BBA in management.
Framing a Meeting: Maximizing Conversations with End Users
Amy Fichtner, Southern Nazarene University

End users, students and educators, have a vested interest in the construction of school buildings. Design and construction professionals, have an expertise that ultimately benefits students and educators. Meetings between these two groups can critically misuse time. Coming from two different worlds, how can the conversations between end users and design and construction professionals be more efficient and effective? This session addresses the leadership skills needed during the planning process.

Objectives – Regarding meetings with end users, the participants will learn about:
  • Clear expectations and the role they play in efficient meetings
  • Mutual respect and its role in saving time
  • "Voices" in the meeting and how they create muddy waters
  • Cost-saving, both in time and dollars, of trust

Takeaways for the participants:
  • One thing that each participant can do to save time in the meeting
  • Understanding the power of "I Know" versus "I Don't Know"
  • Understanding the difference in conversations with district leaders and end users

Learning Objectives:
  1. Define the planning process as related to end users and construction/design professionals
  2. Understand the framework of end user input
  3. Clarify roles of construction/design professionals and end users in the planning process
  4. Identify obstacles to a successful planning meeting

Presenter Bios:

Amy Fichtner, Southern Nazarene University
Amy Fichtner has served as a teacher, site administrator and district administrator in Broken Arrow Public Schools in Oklahoma. She has participated in a wide variety of strategic planning processes. Mrs. Fichtner currently serves as an adjunct instructor teaching Long Range Planning in the Masters of Arts in Educational Leadership program at Southern Nazarene University. She is completing her doctoral degree with a research agenda focusing on superintendent decision-making
Game of Lifecycle
Kapil Upadhyaya, Kirksey Architecture

A holistic approach to design & decision-making is vital to producing high performance schools. However, this is easier said than done. Most project teams find it easy to bypass certain aspects of collaboration by using traditional solutions and antiquated strategies. The Game of Lifecycle is one of many collaborative tools that Kirksey uses to question traditional solutions and antiquated strategies. It brings forth a 'holistic' dialogue between project-teams, clients & stakeholders. In this session, participants would collaborate in a role-play exercise. The exercise would allow participants to evaluate construction cost, operational cost and maintenance aspects. The participants would be divided into groups of 6 people.

Learning Objectives:
  1. Evaluate first-cost and operational-cost of building projects
  2. Identify that certain key decisions impact lifecycle cost of building projects.
  3. Experience the difference between working together with a consensus-based approach versus individual decisions.
  4. Demonstrate that there are fundamental, but hidden assumptions in any project. If the right questions are not asked, and the right people not consulted, these issues will either go unresolved or be resolved by someone with inadequate expertise.

Presenter Bios:

Kapil Upadhyaya, Kirksey Architecture
Kapil is a Senior Associate and Building Performance Analyst at Kirksey EcoServices. He has consulted on more than a 100 projects, more than 60 of which pursued LEED certification. He leads the team with ROI analysis, measurement & verification and post-occupancy studies. Kapil holds a B.Arch with Honors from IIT Kharagpur and a Master of Science from TAMU. His research on Optical Light Pipes was published at PLEA, Dublin, 2008.

Nicola Springer, Kirksey Architecture
Nicola is a Vice President at Kirksey Architecture and leads the Education Pre-K thru 12 team. Nicola holds a Bachelor of Arts in Architecture from Princeton University and a Masters of Architecture from Rice University. Nicola has spoken at CATEE 2010, Green Schools National Convention 2014, USGBC Green Schools Symposium Austin 2012, and at CEFPI Southern Region Conference 2009 & 2014. She has facilitated interactive brainstorming sessions for AIA Houston and for Kirksey's annual "Classroom of the Future" workshops.

Jody Henry, Kirksey Architecture
Jody Henry is an Associate at Kirksey Architecture and has more than 13 years of experience in educational buildings. She was the Project Manager for Gloria Marshall Elementary School, the first LEED Gold public school in Houston, Texas. She was a board member of the USGBC Texas Gulf Coast Chapter from 2003 – 2009, and in 2011 was named a Houston Green Hero by the USGBC. She speaks nationally on the benefits of healthy and high performance educational facilities.
10:15 am – 11:30 am
The New Vo-Tech: Transforming 20th Century Vocational Workshops into 21st Century Learning Labs
Patrick Glenn, AIA, REFP, LEED AP, Perkins+Will

It's no secret: the way students learn today is different. Curriculum is shifting, subjects are blending, and methods for engaging students are changing – but are facilities adapting to the increasing demands of technology, collaborative learning and project-based instruction? In many cases, yes. School districts today are beginning to take cues from innovative companies and think-tanks such as Google and IDEO where collaboration among peers occurs within messy, flexible and sometimes loud space. Places where teams of students can design and build something are not only becoming a premium for scholastic education, they are essential. Although blended subjects such as Animal Science, Architecture + Construction, Bio-mechanics + Robotics, Cosmetology, Culinary Arts, Digital Animation + Broadcast, Engineering, Horticulture, Human Services, Journalism + Graphic Design, Medicine + Health Sciences and Transportation demand unconventional learning environments, these programs and learning models will help prepare students for an ever-demanding and global society – whether they plan to attend college or go directly into the workforce. So what does this shift mean for facility planning and design? Designing a space to accommodate such a wide range of activities can be a challenging process. Join Patrick Glenn as he discusses the delicate research and planning efforts that are critical in designing a learning environment that is supportive of multiple learning objectives: FLEXIBILITY, CHANGEABILITY AND ADAPTABILITY.

Learning Objectives:
  1. Understanding of historical vo-tech planning ideas from the 1970s and 1980s.
  2. Exploration and comparison of current CTE planning models
  3. Understanding of PBL and CTE Career Strands
  4. Discussion of current planning techniques.

Presenter Bios:

Patrick Glenn, AIA, REFP, LEED AP, Perkins+Will
Patrick Glenn, AIA, REFP, LEED AP, Principal, is the K12 Regional Practice Leader for Perkins+Will in Texas and currently works in the Dallas office. With close to two decades of educational leadership, planning and architectural design experience spanning a wide range of educational clients across the state of Texas, Patrick is known for listening to specific client needs and providing a clear understanding and design direction of the critical issues facing school districts and educational facilities. Patrick offers unique expertise to help foster creative, organized and long term design strategies to better enhance the student learning environment. Patrick contributes this knowledge to participating in over 80 educational projects during his career, including more than 25 industry awards focused on innovative educational planning and design. Patrick is also an active CEFPI member for the Southern Region while also serving as a Board Member for the North Texas Chapter.
Innovate, sustain and deliver historic design projects on historic campuses in historic urban neighborhoods
Montgomery Howard, AIA CEFPI, Marmon Mok Architecture

This session will be case studies of redeveloping two existing historic facilities. It will explore the challenges and successes form the design team and ISD points of view with the intent to provide insights to successfully navigate the rocky landscape of upgrading aging but historically significant buildings. In this session, we will discuss project background, identification of stakeholders, community outreach, communication strategies, and design process which ultimately led to moving forward to permit and construction. We will explore how the needs of the ISD and campuses were balanced with the preferences and agendas of well organized, politically active, and well connected community, as well as governmental agencies charged with enforcing historic preservation regulations.

Learning Objectives:
  1. Attendees will become familiar with the history of SAISD with respect to its many campus of historic, cultural, and design significance.
  2. Explore ways to identify and engage local stakeholders into the decision making process with the goal of making them players in finding innovative solutions.
  3. Learn how to find and sustain balance between the curriculum and facilities requirements of the District with the community desire to maintain the character and fabric of a historic neighborhood.
  4. Develop an understanding of the broad range of influences that affect the how we can successfully innovate, sustain and deliver historic design projects.

Presenter Bios:

Montgomery Howard, AIA CEFPI, Marmon Mok Architecture
Montgomery Howard is an architect and Associate Partner at Marmon Mok Architecture, leading the firms K-12 education group. He has 30 years of experience with a primary focus in design services for educational projects, as well as commercial, and institutional projects. He has been recognized by CEFPI for service to the South Texas Chapter and the Southern Region as well as his experience in education facility planning and design.

Kamal ElHabr, P.E., Associate Superintendent, San Antonio Independent School District
Mr. Kamal ElHabr, is Associate Superintendent for Facilities Services at the San Antonio ISD, overseeing all facilities planning, construction, maintenance and operations. Joining the district in 1995, he has been in charge of managing the 1997 and 2001 Bond programs with a $700 million budget, and oversight of the management of Bond 2010 for $515 million. He has 25 years of experience in engineering, project and facilities management including 5 years in private practice.

Don Aird, Project Manager, San Antonio Independent School District
Don Aird is a construction project manager for San Antonio ISD. Joining the District in 1997, Don has been responsible for oversight of numerous education projects with a wide range of historic significance. Don's professional experience after studying at the University of Texas at Austin spans almost 40 years and includes planning and design of numerous education facilities while working with architects in the San Antonio area prior to joining SAISD.
An Innovative Way to Watch the Hen House – Using an Owner's Representative for Quality Assurance for New Facility Design and Construction
Jeff Haberstroh, Project Control, Inc.

This presentation will use current case studies on how public entities are protecting themselves during Design-Build and CMAR projects for the short and long term using an Owner's Representative in an Integrated Quality Assurance role. When faced with building a new facility, Texas ISD's are often selecting the project delivery method they feel best sheds risk away from the School District and onto the design team and general contractor. For the past few decades, School Districts have preferred the Construction Manager At-Risk, or CMAR, project delivery method with a focus on the guaranteed maximum price, or GMP. In recent years, there has been an increase in the consideration of Design-Build projects for ISD facilities, motivated by the desire for faster project delivery along with a GMP – and more project risks shed away from the Districts. However, the increased focus on shifting more and more risk onto the contractor may come at the cost of ISD's unwittingly accepting much higher risks over the life of their facilities through operational and maintenance issues. With Design-Build and some CMAR projects, the risk allocation balancing act may be uneven to the detriment of School Districts. Into this fray enters an innovative approach to risk mitigation during CMAR and Design-Build projects by using an Owner's Representative in an Integrated Quality Assurance role. The traditional model for an Owner's Representative or Project Manager is to coordinate and track the budget and schedule of the design and construction activities of a project on behalf of the ISD. Our presenters will advance the notion that the Owner's Representative should be considered as the ISD's primary line of defense against risks to the project budget and schedule. When serving in an Integrated Quality Assurance role, the case studies show how the Owner's Representative also provides key risk mitigation services that are solely dedicated to protecting the School District. Many of these risk mitigation services are traditionally left for the Design team or Contractor to hire and manage. This innovative approach has placed the responsibility of risk mitigating tasks into the hands of an independent third party solely dedicated to the School District – the Owner's Representative. Our presenters will discuss examples of recent success in providing these risk-mitigation services as part of the traditional Owner's Representative role. Some of the quality assurance services to be discussed as part of the presentation will include: Design Peer Review, Public Relations, Environmental Consulting, Geotechnical Engineering Consulting, Construction Inspections, Material Testing during construction, and Building Envelope observations and testing. The outcomes have included greater focus on long-term facility operations and quality construction. Advancing the concept of a School District's Owner's Representative serve in an Integrated Quality Assurance role can help re-balance the scale of a facility's life-cycle risks in the favor the Districts.

Learning Objectives:
  1. Project Delivery Methods
  2. Mitigating Facility Life-Cycle Risks to the School District
  3. Understanding the Integrated Quality Assurance Role
  4. Refresh School District Leadership Attention to Risks of New Facility Projects

Presenter Bios:

Jeff Haberstroh, Project Control, Inc.
Jeff Haberstroh has over 30 years of experience in the Owner's Representative and construction industry. As the Senior Project Manager for Education and Municipal Program Management, Jeff has worked extensively with school districts, including serving as the Director of Construction Management for Boerne ISD leading the management and administration of the 2004 bond totaling $99.5 million. He works closely with ISD leadership to plan and execute new facilities and improvements, including funding mechanisms.

Andrew Hunt, Project Control, Inc.
As leader of Strategic Asset Management Services at Project Control, Inc., Andrew Hunt combines engineering and financial principals, strategic audits and a focus on building lifecycle performance to support strategic facility decisions. Andrew works alongside Superintendents and Facility Directors to identify and prioritize campus improvements to maximize the benefits of action within available budgets. Andrew also serves as Owner's Representative for design and construction of new facilities and provides strategic facility operations and maintenance consulting.

Shennandoah Goodson, Project Control, Inc.
Right on Track – A Race to Retrofit and Resurface Ten High School Tracks
Stacey Weichert, PE, Cude Engineers

High school sports are no doubt a big deal in Texas but what happens when your track and field facilities are no longer up to the standards expected for student athletes? A failing track exploits safety concerns, regulation deficiencies and impacts competitive advantages for those students seeking the best opportunities in high school athletics. Join us to hear the lessons learned when Northside ISD embarked upon the not so simple task of renovating 10 of their high school tracks at the same time. NISD, along with Cude Engineers and Joeris General Contractors will share with the audience the importance of proper need identification and scoping, the critical issues that should be identified up front and the importance of material selection, installation and maintenance when it comes to retrofitting a high school track on an active campus. Topics such as soil conditions, tight sites, field renovation needs, ADA requirements, scheduling, and budgeting will all be addressed during the presentation.

Learning Objectives:
  1. Understand the importance of proper need identification and scoping
  2. Identify critical issues related to track/field renovations
  3. Importance of material selection, installation and maintenance when it comes to retrofitting
  4. Understand the roles and value each consultant brings to overall track renovation process

Presenter Bios:

Stacey Weichert, PE, Cude Engineers
A cum laude graduate from Texas Tech University, Stacey Weichert, PE, LEED AP is an Associate at Cude Engineers, a San Antonio-based civil engineering and land surveying firm. Her K-12 experience includes classroom additions, master-planned school campuses, libraries, bus transportation centers, and athletic complexes. Stacey's experience gained leading the NISD 10 track renovation project has been used to assist other districts in Central Texas rehabilitate their tracks.

Leroy San Miguel, Northside Independent School District
Mr. San Miguel is a longtime Facilities and Support Services Administrator. In 2011, Mr. San Miguel was appointed as the Assistant Superintendent of Facilities and Operations for Northside ISD. His job includes overseeing construction, engineering, maintenance, operations, environmental, energy, and real-estate functions. Mr. San Miguel has a bachelor's degree in Environmental Design and a Master's of Architecture from Texas A & M University in College Station.

Carl McClenan, Joeris General Contractors
A graduate of Texas A&M University, Carl McClenan is the Director of Operations in Joeris General Contractors' San Antonio office and has worked in construction for over 15 years, in both the field and project management. He is responsible for overseeing all projects and project teams. He was Project Executive for the NISD Tracks Renovations project, leading the project team and acting as the liaison with NISD as needed.

Maggie Seay, Cude Engineers
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January 6-8, 2022
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