You Passed Your Bond, Now it’s Time to Build! Construction Program Essentials for K-14 Education

Tuesday, February 9, 2021

Tuesday, February 9, 2021

Whether you are looking for an introduction to the key elements of a construction bond program or a refresher on a particular topic, join us as we explore the essential components of a successful construction bond program!

This complimentary webinar will cover an array of topics including Citizen Bond Oversight Committees, Construction Bond Teams, Project Delivery Methods, Site Preparation, Construction Contracts, and Claims and Disputes. Attendees will be able to select break-out sessions on two topics with expert panel discussion and Q&A.

We look forward to seeing you!

9:00 – 11:30 a.m.

Who Should Participate?

  • Superintendents, Chancellors, and Vice Chancellors
  • Chief Business Officials
  • Chief Operations Officers
  • Facility Directors
  • Maintenance and Operations Directors

Click here or the button below to register for this webinar. During the registration process, the form will ask you to select one of the breakout sessions for the 1st block and one for the 2nd block. The options and descriptions are listed below.

Please note, this program is reserved for school district, community college or public agency employees only. If you have any questions or need additional information, contact

Bond Implementation Toolkit- FREE to District Attendees!
District participants who attend our webinar will receive a copy of our Bond Implementation Toolkit. The Toolkit contains a multitude of easy-to-use lists, charts, and summaries to assist you throughout the life of your construction bond program –from initial program planning through project closeout and claims resolution. The Toolkit is an essential guide to help you build an effective and successful bond construction program.
9:00-9:30 a.m. – Introduction and Welcome

Presented by: Leigh Sata, Ed.D., AIA

Leigh Sata has led and managed several capital improvement programs in the San Francisco Bay Area with over $2 billion in cumulative value. He works with community colleges, K-12 school districts and private schools, and delights in creating programs that celebrate the ideas and values of students, teachers, faculty, administrators and other project participants. He is a licensed, second-generation architect, with a Doctorate in Education from the Rossier School at the University of Southern California. His dissertation focused on sustainability policy in public education.

 9:30-10:30 a.m. – (Pre-Selected) Break Out Sessions


Don’t Overlook Your Oversight Committee: Working Effectively With Your CBOC (Because You Have To)
Our DWK presenters will explain the role of a CBOC and provide an overview of its structure, purpose (including what it’s not permitted to do), and best practices for working effectively with the CBOC (e.g. preparing CBOC Bylaws, clearly setting quorum, identifying what needs to be approved by the Board v. within Committee control, etc.). You will leave with a framework for setting up a successful relationship with your CBOC.

Presenters: Meredith Johnson, Jocelyn Pietsch, Sean Mick


The Who, The How, And The Oh No! – Building Your Best Construction Bond Team
A successful bond program has a strong foundation, and that starts with your construction bond team. DWK presenters will identify key team members, roles, and how to on-board your program and project professionals – while avoiding conflicts of interest. You will leave with a solid understanding of procurement best practices and pitfalls to avoid during your RFQ/P team-building process.

Presenters: William Tunick, Lauren Charneski, Catherine Kim


One Size Does Not Fit All – The Pros And Cons of Different Construction Project Delivery Methods
DWK presenters will provide an overview of the basic structures of project delivery, from initial procurement through project completion, with a focus on pros and cons and recent legal developments, and will discuss how to think these issues through with your bond program team and select the delivery method that is right for your project. (This session is a companion to the Construction Contract Basics session.)

Presenters: Sam Santana, Reid Shannon

10:30-11:30 a.m. – (Pre-Selected) Break Out Sessions


The Alphabet Soup of Preparing Your Site For Construction – The Roles of CEQA, DTSC, and CDE
DWK presenters will highlight the events that must happen before a project breaks ground. Discussion will cover the California Environmental Quality Act and performance of related environmental studies, the Department of Toxic Substance Control and related regulatory procedures, and the California Department of Education’s school site requirements. Our presenters will discuss best practices and strategies for procuring professionals and completing the regulatory and other compliance measures needed to ready your project for construction.

Presenters: Clarissa Canady, Karina Samaniego, Rachel Brilliant


Construction Contract Basics – What Should You Look For?
DWK presenters will provide an overview of basic contract structures for construction services (MasterFormat, Division 0, Division 1) used in Traditional Design-Bid-Build, Lease-Leaseback, and Design-Build project delivery methods. They will identify key contract provisions common to all forms of agreements, including insurance, indemnity, prevailing wage/monitoring and enforcement, dispute resolution, and skilled and trained workforce requirements. Presenters will also discuss best practices, including change order provisions and claims presentation. (This session is a companion to the Project Delivery Methods session.)

Presenters: Deidree Sakai, Luke Punnakanta


Why Dealing Effectively with Contractor Claims Starts Earlier Than You Think
DWK presenters will provide an overview of how to flag early indications of claims, work with your construction manager/staff to paper the record effectively and position the District if the issues escalate, and discuss common types of claims (e.g. scope, delay, acceleration, etc.) and how to respond and resolve them.

Presenters: Stephen Cali, Reid Shannon, Jorge Rojas – Tahoe Truckee USD