Facility Needs Assessments

Yes — every engagement now ships with a live, multi-view facilities operations dashboard alongside the published document. Three principal views: Executive Summary (districtwide totals, asset-category breakdown, top sites, five-year replacement forecast), Site Dashboards (one for every campus, with backlog, immediate items, top asset risks, and full asset register), and Facilities Operations / Bid Package view (priority mix, package size by cost, age-vs-condition analysis for M&O sequencing). Hosted, secured, and updated by School Leaders. Proven at Elk Grove USD with 18,532 asset records across 72 sites.

A Deferred Maintenance Plan (DMP) is the multi-year forecast a California school district maintains under Education Code §17070.75 — the statute establishing the Routine Restricted Maintenance Account (RRMA) requirement for districts participating in the School Facility Program. A defensible DMP is board-adopted, asset-data-driven, multi-year (typically five-year), aligned to RRMA programming, and updated annually as conditions change. Districts without a current DMP run reactive maintenance, miss capital-funding windows, and accumulate compounding backlog. Our DMP engagement closes those gaps and produces both the statutorily-required document and the live dashboard the M&O team works from.

A FIT report (Facility Inspection Tool) is a state-mandated annual compliance scan for Williams Act purposes — it certifies basic adequacy at each site. A facility needs assessment is the strategic, deeper-dive condition analysis across every asset, that informs capital planning. FIT tells you whether you're in compliance; a needs assessment tells you what to spend RRMA, bond, and state-grant money on. We integrate FIT findings into the needs assessment so districts run both systems together.

They're complementary. The Five-Year Facilities Master Plan (required under AB 247 / Prop 2 for districts participating in the renewed School Facility Program) is the broader strategic plan covering modernization, new construction, capacity additions, and long-range capital priorities. The DMP is the focused operating document for ongoing and major maintenance under §17070.75. The DMP's asset-condition data feeds into the Master Plan; the Master Plan's modernization scope coordinates with the DMP's replacement sequencing. Districts pursuing Prop 2 / SFP funding need both documents current.

Five places: (1) the §17070.75 DMP as the asset-level forecast; (2) the Five-Year Facilities Master Plan as the input for modernization and new-construction priorities; (3) bond ballot project lists (legally required to be specific); (4) OPSC and Prop 2 SFP applications for state modernization grants; (5) the LCAP for state-funding alignment. The live dashboard is the operational instrument tying all five together.

Three to six months for a typical mid-sized California district (10,000–30,000 students, 15–30 sites). Six to nine months for a larger district like Elk Grove USD (60,000+ students, 70+ sites, 18,000+ asset records). The pacing constraints are typically consolidating existing asset data and the site-by-site condition assessment.

The walk teams need a credentialed school facilities professional, an estimator who knows current California construction costs, and someone with district MEP / structural background. We bring all three, plus the data engineering required to build the live dashboard.