1102: Study and Survey Process 

Contact Information

School Facilities & Organization Regional Coordinators

Veronica Perez

Eastern Regional Coordinator
360-725-6111

Heidi Burkart

Northwest Regional Coordinator
360-725-4965

Phil Partington

Southwest Regional Coordinator
360-725-4971

The Study and Survey process requires a full update of the school district’s area in the ICOS database, as well as a report in PDF format uploaded into the Study and Survey section of ICOS. This information provides a complete overview of the district’s facilities, current conditions, and planned capital needs.

These should be done by the school district and/or consultant, and includes various items such as site plans, building area analyses, condition assessment summaries, financial analysis of the district, capital long-term plan and list of potential projects. Together, these items provide the information needed to support the Study and Survey process and document the district’s facility needs.

Consult your Regional Coordinator for guidance on the Study and Survey report and in updating ICOS.

Content of a Study and Survey Report 

Chapters Contents 
Cover and Preliminaries 
  • Executive Summary
  • School Board Resolution Adopting Study and Survey
  • Architect's Letter Certifying Area Analysis and Facility Inventory Data for Study and Survey
  • Superintendent's Letter Certifying Area Analysis and Facility Inventory Data for Study and Survey

Chapter 1:  Inventory and Area Analysis of Existing Facilities 
  • Building Area Analyses (diagrams with OSPI-approved summary tables) for SCAP-recognized buildings in accordance with WAC 392-343-019, and AIA Document D-101 
  • Building Condition Assessment summary sheet for each facility for all SCAP-recognized buildings 
Chapter 2:  Long Range Plan

Option A:  This option is for districts that regularly prepare 6-year Capital Facilities Plans to meet Growth Management Act and/or Impact Fees requirements. 

Option B:  This option is for districts that do not regularly prepare 6-year Capital Facilities Plans. 
Chapter 2: Supplements

The supplements to Chapter 2 consist of OSPI input and input from the District / Consultant 

OSPI Input:  Report 1049 & the Diversity Report 
Enrollment Projections are displayed on Report 1049 and the Diversity Report identifies potential Racial Imbalance in the School District 

District Input 

Tab 1:  Form 1066 regarding students with developmental disabilities 

Tab 2:  Financial and Bond/Levy Status 

Tab 3:  Proposed New Facilities, Additions, Modernizations or Replacements 

Tab 4:  School Housing Emergency, if applicable 

For each Modernization or Replacement project upload a Cost-Benefit Analysis and rationale as to why the project was selected. 

Upload a timeline for all projects in Tab 3.  See the Study and Survey Workbook for details on what to upload to ICOS. 
Chapter 3: Optional Items/Chapters

Non-required documents uploaded at the District’s discretion, such as: 

  • Additional Demographic Analysis 
  • For specific projects: 
    • Detailed Site Information 
    • Detailed Cost Estimates 
    • Proposed Schematics 
    • Feasibility Analysis 
  • Documentation of capital facilities planning or bond planning meetings