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Monthly Reports 2009-12 (Dec) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through December 2009 Current Measure A Bond Capital Improvement Projects Prepared by O’Connor Construction Management, Inc. & Gilbane Building Company Page | 2 TABLE OF CONTENTS Executive Summary page 3 Attachment 1 – Consolidated Expenditure Report Attachment 2 – Master Project Schedule Capital Projects High School Master Plan page 6 Gunn High School – Industrial Arts Renovation page 7 Gunn High School – New Classroom Buildings A & B page 8 Gunn High School – Parking and Drop-off Sitework Improvement page 9 Gunn High School – New Gymnasium page 10 Palo Alto High School – Home-side Bleacher Replacement page 11 Palo Alto High School – Multi-use Field page 12 Palo Alto High School – Classroom Building and Media Arts page 13 Palo Alto High School – Theater and Associated Site Improvements page 14 Jordan Middle School page 15 J.L. Stanford Middle School page 16 Terman Middle School page 17 Fairmeadow Elementary School page 18 Ohlone Elementary School page 19 Inactive Capital Projects Gunn High School – Aquatic Center page 20 Garland Elementary School page 21 Elementary School Teaching Walls – Phase 1 Schools page 22 Appendix Exhibit A – Bond Project List Page | 3 EXECUTIVE SUMMARY CAPITAL PROJECTS High School Master Plan Gates + Associates, landscape architect to DLM, continued programming the conceptual designs for Gunn High School and Palo Alto High School. Gates + Associates met with the district’s grounds supervisor and student representatives to review significant congregations and areas of value for each campus. The district’s traffic consultant conducted additional traffic studies for the CEQA initial study response and will be meeting with the school administrative staff to review the responses and additional mitigation proposals. Adoption of the mitigated negative declaration is scheduled to go to the Board of Education in February or March 2010 for approval. Gunn High School – Industrial Arts Addition & Renovation Svala Construction is currently concluding punch list items. The building was ready for move in to begin on December 7, 2009 and all work is expected to be complete by January 4, 2010. Of the $5,576,500 project budget, 76.8% or $4,285,455 has been expended. Pending change orders are estimated to be $0, which is approximately 0% of the $349,000 construction contingency. The overall project is approximately 99% complete. Gunn High School – New Classroom Buildings A & B DLM presented the schematic design for the new classroom building A and B to the facilities steering committee (FSC) and to the community on December 2, 2009. DLM will present the schematic design package to the Board of Education on January 12, 2010 for discussion. The overall project is approximately 6% complete. Gunn High School – Parking and Drop-off Sitework Improvement The interim parking plan was presented to the FSC and to the community on December 2, 2009. The future parking and drop-off seatwork improvement design will be finalized upon completion of the CEQA process. The overall project is approximately 2% complete. Gunn High School – New Gymnasium DLM presented schematic design of the new gymnasium to the FSC and to the community on December 2, 2009. DLM will present the schematic design package to the Board of Education on January 12, 2010 for discussion. The overall project is approximately 6% complete. Palo Alto High School – Football Stadium Renovation DLM and Verde will begin to study alternative schemes for renovation of the Paly football stadium in January. The project will include a new concession stand, bathrooms, and a 2,200 bleacher seat capacity. The project is planned for construction during the summer of 2011. Palo Alto High School – Multi-use Field Final approval has been received by the Division of State Architect (DSA), and bidding will commence in early 2010. Gates + Associates reviewed the plans to recommend tree selections consistent with the intent of the landscape master plan. Construction will begin after the baseball and softball seasons conclude in May 2010. The overall project is approximately 27% complete. Palo Alto High School – Classroom Building and Media Arts Building DLM presented the schematic design to the community on December 1, 2009 and to the FSC on December 2, 2009. The FSC approved constructing both buildings simultaneously. DLM will present the schematic design package to the Board of Education on January 12, 2010 for discussion. The overall project is approximately 6% complete. Palo Alto High School – Theater and Associated Site Improvements DLM and their theater consultant, the Shalleck Collaborative Inc, plans to recommence programming efforts in January 2010 with the performing arts committee to review a preliminary space plan, square footage of the building and to begin programming for the associated departments. The overall project is approximately 1% complete. Jordan Middle School AEDIS has held design meetings with individual design committees and met with the bond advisory committee to review updated plans. AEDIS will return to bond advisory committee in January to review options for the new buildings and renovation work with updated budget information. The overall project is approximately 5% complete. J.L. Stanford Middle School AEDIS conducted design meetings with the physical education and classroom building design committees. AEDIS also met with the bond advisory committee to update the group on progress made during the initial design meetings. After winter break, AEDIS will return with updated plans to the various design committees. The overall project is approximately 3% complete. Terman Middle School AEDIS continued preliminary design efforts with another round of design meetings before winter break. AEDIS will return in early January to the design committees with updated plans reflecting information gathered thus far. The overall project is approximately 3% complete. Fairmeadow Elementary School – Pre-Design Gelfand Partners commenced pre-design with the design committee on December 14, 2009. Gelfand will return to the design committee to continue planning discussions for Fairmeadow in early January. The overall project is approximately 0% complete. Ohlone Elementary School – New Classroom Building and Modernization DSA continues its review for the Ohlone new classroom building and modernization project. Gelfand Partners has also commenced design efforts on the two additional modular classrooms and the relocation of two day care classrooms to facilitate construction. The overall project is approximately 13% complete. INACTIVE CAPITAL PROJECTS Gunn High School – Aquatic Center Of the $5,013,750 project budget, 88.9%, or $4,458,103 was expended. Approved change orders were $194,739, which is approximately 50% of the $389,887 construction contingency. The project is complete. Garland Elementary School Renovation The Board of Education voted on August 25, 2009 to approve the amendment to Garland lease to Stratford School. Therefore, the district has placed the project on hold. Elementary School Teaching Walls – Phase 1 Schools The district has placed this project on hold pending further review of the implementation of other classroom improvements. Board Actions in December December 15, 2009 Consent 8 – Approval of Construction Change Orders Consent 10 – Increase of Project Budgets for High School Master Plans Consent 11 – Authorization to Issue Amendment No. 2 to AEDIS Architecture and Planning Action 17 – Authorization to Bid the Site Work and Relocation of Modular Buildings to Accommodate Construction at Gunn High School Action 19 – Authorization to Bid the Procurement and Relocation of Modular Buildings to Accommodate Construction and Growth at Ohlone Elementary School A B C C / A B - C C / B A - BGunn High School - High School Master Plan 145,000 90,636 78,550 54.2% 12,086 86.67% 54,364Gunn High School 1 - Aquatic Center 5,013,750 4,963,010 4,458,103 88.9% 504,907 89.83% 50,740Gunn High School 2 - I.A 5,576,500 4,996,242 4,285,445 76.8% 710,797 85.77% 580,258Gunn High School 3 - AD2- close out 5,777 5,777 5,777 100.0% 0 100.00% 0Gunn High School 4 - New classroom A & B 24,120,000 2,071,261 323,402 1.3% 1,747,859 15.61% 22,048,739Gunn High School 5 - Parking & Drop Off improvements 3,940,000 217,770 1,997 0.1% 215,773 0.92% 3,722,230Gunn High School 6- New/Auxiliary Gymnasium 13,830,000 870,613 79,176 0.6% 791,437 9.09% 12,959,387Gunn High School - Reserved 21,273,533 0 0 0.0% 0 0.00% 21,273,533Palo Alto High Schools - High School Master Plan 145,000 91,237 78,799 54.3% 12,438 86.37% 53,763Palo Alto High School 1 - Bleacher 1,358,437 206,478 127,740 9.4% 78,738 61.87% 1,151,959Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 3,002,063 382,410 204,106 6.8% 178,304 53.37% 2,619,653Palo Alto high School 3 - New classroom & Media Art Building 34,220,000 2,509,546 309,358 0.9% 2,200,188 12.33% 31,710,454Palo Alto High School 4 - New Theater 17,720,000 1,059,506 4,887 0.0% 1,054,619 0.46% 16,660,494Palo Alto High School - Reserved 42,348,045 0 0 0.0% 0 0.00% 42,348,045Jordan Middle School - Middle School Pre-Design 33,665 14,718 13,477 40.0% 1,241 91.57% 18,947Jordan Middle Schools 1- Interim Classrooms 600,342 186,569 147,152 24.5% 39,417 78.87% 413,773Jordan Middle School 2 17,943,194 89,800 11,300 0.1% 78,500 12.58% 17,853,394Jordan Middle School - Reserved 0 0 0 0.0% 0 0.00% 0J.L.S Middle School - Middle School Pre-Design 33,669 14,627 13,386 39.8% 1,241 91.52% 19,042J.L.S Middle School 1 - Interim Classrooms 446,844 351,408 292,171 65.4% 59,237 83.14% 95,436 J.L.S Middle School 2 17,184,699 70,000 0 0.0% 70,000 0.00% 17,114,699 J.L.S Middle School - Reserved 0 0 0 0.0% 0 0.00% 0Terman Middle School - Middle School Pre- Design 33,666 14,627 13,386 39.8% 1,241 91.52% 19,039Terman Middle School 1 12,850,071 67,600 0 0.0% 67,600 0.00% 12,782,471Terman Middle School - Reserved 0 0 0 0.0% 0 0.00% 0PAUSD Elementary Schools - Elementary Growth Plan 145,000 62,700 55,560 38.3% 7,140 88.61% 82,300Garland Elementary School 1- Phase I 22,178,544 1,328,653 276,513 1.2% 1,052,140 20.81% 20,849,891Fairmeadow Elementary School 1- Phase I 27,500 27,500 0 0.0% 27,500 0.00% 0Ohlone Elementary School 1- Phase I 11,667,965 1,187,998 550,072 4.7% 637,926 46.30% 10,479,967 Elementary Schools 1 - Elem Teaching Wall Project 7,044,987 254,106 105,314 1.5% 148,792 41.44% 6,790,881Elementary Schools - Reserved 57,614,283 0 0 0.0% 0 0.00% 57,614,283PAUSD - Program Admin. ** 3,353,108 2,653,936 1,476,207 44.0% 1,177,729 55.62% 699,172PAUSD - Technology 1,935,000 1,790,665 1,672,563 86.4% 118,102 93.40% 144,335PAUSD - Reserved 6,335,945 0 0 0.0% 0 0.00% 6,335,945Total332,126,587 25,579,393 14,584,441 10,994,952 306,547,194Prepared by: Business Services Department based on QSS accounting SystemBudgetSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictMeasure A Strong Schools Bond12/31/2009Percent of ExpendedContract BalanceExpenditures Budget BalanceCommitted Activity IDPhaseActivity NameOriginalDurationStartFinishGunn- IndustGunn- Industrial ArGunn- Industrial Arts Renovation34001-Oct-08 A19-Jan-10Gunn - New CGunn - New ClassroGunn - New Classroom Building111220-Apr-09 A23-Jul-13Gunn - ParkinGunn - Parking andGunn - Parking and Drop Off102101-Sep-09 A30-Jul-13Gunn New GyGunn New GymnasGunn New Gymnasium95921-Apr-09 A19-Dec-12Paly - Home SPaly - Home Side BPaly - Home Side Bleachers63017-Aug-09 A26-Jan-12Paly - Multi UPaly - Multi Use FiePaly - Multi Use Field Improvements53203-Nov-08 A18-Oct-10Paly - New ClPaly - New ClassrooPaly - New Classroom Building & Media Arts112520-Apr-09 A02-Aug-13Paly - New ThPaly - New Theater Paly - New Theater and Sitework149709-Sep-09 A26-May-15Jordan New CJordan New ClassroJordan New Classroom Wing & Modernizati...115603-Nov-08 A08-Apr-13Stanford NewStanford New ClassStanford New Classroom Wing121003-Nov-08 A28-Jun-13Terman AdmiTerman Admin WinTerman Admin Wing Addition & Modernizati...119403-Nov-08 A05-Jun-13Elementary SElementary School Elementary School Growth Plan0Garland SchoGarland School MoGarland School Modernization43703-Nov-08 A31-Dec-09Ohlone New COhlone New ClassrOhlone New Classroom Wing87603-Nov-08 A12-Mar-12Teaching WaTeaching Walls CasTeaching Walls Casework29609-Apr-09 A07-Jan-10Fairmeadow EFairmeadow ElemeFairmeadow Elementary School7214-Dec-09 A23-Mar-10JAJAJAJJAJJJAJAJJAJAJJAJAJJAJAJ2009201020112012201320142015PALO ALTO UNIFIED SCHOOL DISTRICT MEASURE "A" BOND PROGRAM MASTER SCHEDULE SUMMARY 12-Jan-10 08:55DesignPlanningBid and AwardConstructionDSACloseoutPage 1 of 1TASK filter: All Activities© Primavera Systems, Inc. Page | 5 High School Master Plan Palo Alto HS and Gunn HS A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: Deems Lewis McKinley B. PROJECT STATUS Gates + Associates, landscape architect to DLM, continued programming the conceptual designs for Gunn High School and Palo Alto High School. Gates + Associates met with the district’s grounds supervisor and student representatives to review significant congregations and areas of value for each campus. The district’s traffic consultant conducted additional traffic studies for the CEQA initial study response and will be meeting with the school administrative staff to review the responses and additional mitigation proposals. Adoption of the mitigated negative declaration (MND) is scheduled to go to the Board of Education in February or March 2010 for approval. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: February, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $290,000 Supplies $1,000 Other $0 Contracts & Services $279,521 Total $ 290,000 Construction & Equipment $0 Soft Costs Contingency $9,479 Total $290,000 • Percent of Budget Expended 54.3% E. BOND PROJECT LIST REFERENCE: 3.1 – 3.14, 4.1 – 4.14 F. PROJECT OVERVIEW: • CEQA responses and final MND documents being prepared by ESA. Page | 6 Gunn High School Industrial Arts Addition and Renovation A. PROJECT TEAM Project Manager: Alex Morrison, Gilbane Building Company Architect/Engineer: VBN Architects General Contractor: Svala Construction B. PROJECT STATUS Svala Construction is currently concluding punch list items. The building was ready for move in to begin on December 7, 2009 and all work is expected to be complete by January 4, 2010. Of the $5,576,500 project budget, 76.8% or $4,285,455 has been expended. Pending change orders are estimated to be $0, which is approximately 0% of the $349,000 construction contingency. The overall project is approximately 99% complete. C. CONTRACT TIME • Current Phase: Construction • Notice To Proceed: January 5, 2009 • Contract Completion Date: Nov. 25, 2009 • Beneficial Occupancy: January 4, 2010 • Original Contract Days: 324 Days • Total Days Elapsed: 359 Days • Total Days Remaining: (35) Days • Rain Days: 0 Days D. BUDGET/FUNDING • Funding Budget State Funds 0 Salaries and Benefits $0 Bond Funds $5,576,500 Supplies $10,358 Other $0 Contracts & Services $1,264,216 Total $5,576,500 Construction & Equipment $4,249,000 Soft Costs Contingency $52,926 Total $5,576,500 • Percent of Budget Expended 76.8% E. CHANGE ORDER CONTINGENCY • Starting Contingency Balance $349,000 • Remaining Contingency Balance $144,257 • Percent Of Changes 59% (Change Orders + Construction Change Directives vs. Original Contract) F. BOND PROJECT LIST REFERENCE: 3.1, 3.7, 3.11 G. PROJECT OVERVIEW: • The building was occupied during the winter break in anticipation of beginning classes in January. Page | 7 Gunn High School New Classroom Buildings A & B A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: DLM Architects B. PROJECT STATUS DLM presented the schematic design for the new classroom building A and B to the facilities steering committee (FSC) and to the community on December 2, 2009. DLM will present the schematic design package to the Board of Education on January 12, 2010 for discussion. The overall project is approximately 6% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: January 26 , 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $24,120,000 Supplies $0 Other $ 0 Contracts & Services $4,475,728 Total $24,120,000 Construction & Equipment $19,480,000 Soft Costs Contingency $ 164,272 Total $24,120,000 • Percent of Budget Expended 1.3% E. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 F. PROJECT OVERVIEW: • These projects are going to the Board of Education for schematic design approval in January 2010. Page | 8 Gunn High School Parking and Drop-off Sitework Improvement A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: DLM Architects B. PROJECT STATUS The interim parking plan was presented to the FSC and to the community on December 2, 2009. The future parking and drop-off seatwork improvement design will be finalized upon completion of the CEQA process. The overall project is approximately 2% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: August 10, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $3,940,000 Supplies $0 Other $ 0 Contracts & Services $898,978 Total $3,940,000 Construction & Equipment $ 2,919,840 Soft Costs Contingency $ 121,182 Total $3,940,000 • Percent of Budget Expended 0.1% E. BOND PROJECT LIST REFERENCE: 5.5 F. PROJECT OVERVIEW: • This project will re-commence after completion of CEQA process. Page | 9 Gunn High School New Gymnasium A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: DLM Architects B. PROJECT STATUS DLM presented schematic design of the new gymnasium to the FSC and to the community on December 2, 2009. DLM will present the schematic design package to the Board of Education on January 12, 2010 for discussion. The overall project is approximately 6% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: January 26 , 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $13,830,000 Supplies $0 Other $ 0 Contracts & Services $2,651,521 Total $13,830,000 Construction & Equipment $ 11,094,450 Soft Costs Contingency $ 84,029 Total $13,830,000 • Percent of Budget Expended 0.6% E. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 F. PROJECT OVERVIEW: • This project is going to the Board of Education for schematic design approval in January 2010. Page | 10 Palo Alto High School Football Stadium Renovation A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: DLM Architects B. PROJECT STATUS DLM and Verde will begin to study alternative schemes for renovation of the Paly football stadium in January. The project will include a new concession stand, bathrooms, and a 2,200 bleacher seat capacity. The project is planned for construction during the summer of 2011. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: TBD D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $1,358,437 Supplies $0 Other $0 Contracts & Services $243,042 Total $1,358,437 Construction & Equipment $1,098,590 Soft Costs Contingency $16,805 Total $1,358,437 • Percent of Budget Expended 9.4% E. BOND PROJECT LIST REFERENCE: 4.13 F. PROJECT OVERVIEW: • This project will commence planning. Page | 11 Palo Alto High School Multi-Use Field A. PROJECT TEAM Project Manager: Arnold Teten, Gilbane Building Company Architect/Engineer: Verde Design, Inc. B. PROJECT STATUS Final approval has been received by the Division of State Architect (DSA), and bidding will commence in early 2010. Gates + Associates reviewed the plans to recommend tree selections consistent with the intent of the landscape master plan. Construction will begin after the baseball and softball seasons conclude in May 2010. The overall project is approximately 27% complete. C. CONTRACT TIME • Current Phase: Bid & Award • Planned Completion for Current Phase: April 30, 2010 D. BUDGET/FUNDING • Funding Budget – Measure A Only State Funds $0 Salaries and Benefits $0 Bond Funds $3,002,063 Supplies $0 Other $ 1,075,991 Contracts & Services $673,020 Total $4,078,054 Construction & Equipment $ 3,312,683 Soft Costs Contingency $ 92,351 Total $4,078,054 • Percent of Budget Expended 6.8% E. BOND PROJECT LIST REFERENCE: 4.14 F. PROJECT OVERVIEW: • Schedule to bid in January, 2010. Page | 12 Palo Alto High School Classroom Building and Media Arts A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: DLM Architects B. PROJECT STATUS DLM presented the schematic design to the community on December 1, 2009 and to the FSC on December 2, 2009. The FSC approved constructing both buildings simultaneously. DLM will present the schematic design package to the Board of Education on January 12, 2010 for discussion. The overall project is approximately 6% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: January 26 , 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $34,220,000 Supplies $0 Other $0 Contracts & Services $6,252,996 Total $34,220,000 Construction & Equipment $27,741,384 Soft Costs Contingency $225,620 Total $34,220,000 • Percent of Budget Expended 0.9% E. BOND PROJECT LIST REFERENCE: 4.1 - 4.3 F. PROJECT OVERVIEW: This project is going to the Board of Education for schematic design approval in January 2010. Page | 13 Palo Alto High School Theater and Associated Site Improvements A. PROJECT TEAM Project Manager: Aimée Lopez, O’Connor Construction Management, Inc. Architect/Engineer: Deems Lewis McKinley B. PROJECT STATUS DLM and their theater consultant, the Shalleck Collaborative Inc, plans to recommence programming efforts in January 2010 with the performing arts committee to review a preliminary space plan, square footage of the building and to begin programming for the associated departments. The overall project is approximately 1% complete. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: March 1, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $17,720,000 Supplies $0 Other $0 Contracts & Services $3,451,077 Total $17,720,000 Construction & Equipment $14,159,700 Soft Costs Contingency $109,223 Total $17,720,000 • Percent of Budget Expended 0.01% E. BOND PROJECT LIST REFERENCE: 4.11 F. PROJECT OVERVIEW: • Programming in progress. Page | 14 Jordan Middle School A. PROJECT TEAM Project Manager: Lori Alvarez, O’Connor Construction Management, Inc. Architect/Engineer: AEDIS Architecture and Planners B. PROJECT STATUS AEDIS has held design meetings with individual design committees and met with the bond advisory committee to review updated plans. AEDIS will return to bond advisory committee in January to review options for the new buildings and renovation work with updated budget information. The overall project is approximately 5% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: February 23, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $17,943,191 Supplies $0 Other $0 Contracts & Services $3,493,880 Total $ 17,943,191 Construction & Equipment $13,949,500 Soft Costs Contingency $499,814 Total $17,943,194 • Percent of Budget Expended 0.0% E. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.6 – 2.8, 2.10 – 2.12, 6.3 – 6.5. F. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 15 J.L. Stanford Middle School A. PROJECT TEAM Project Manager: Lori Alvarez, O’Connor Construction Management, Inc. Architect/Engineer: AEDIS Architecture and Planners B. PROJECT STATUS AEDIS conducted design meetings with the physical education and classroom building design committees. AEDIS also met with the bond advisory committee to update the group on progress made during the initial design meetings. After winter break, AEDIS will return with updated plans to the various design committees. The overall project is approximately 3% complete. C. CONTRACT TIME • Current Phase Schematic Design • Planned Completion for Current Phase: March 23, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $17,184,697 Supplies $0 Other $0 Contracts & Services $3,343,000 Total $ 17,184,697 Construction & Equipment $13,341,000 Soft Costs Contingency $500,699 Total $17,184,699 • Percent of Budget Expended 0.0% E. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.5 – 2.8, 2.11 – 2.12, 6.4, 6.5 F. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 16 Terman Middle School A. PROJECT TEAM Project Manager: Lori Alvarez, O’Connor Construction Management, Inc. Architect/Engineer: AEDIS Architecture and Planners B. PROJECT STATUS AEDIS continued preliminary design efforts with another round of design meetings before winter break. AEDIS will return in early January to the design committees with updated plans reflecting information gathered thus far. The overall project is approximately 3% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: February 23, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $12,850,071 Supplies $0 Other $0 Contracts & Services $2,443,502 Total $ 12,850,071 Construction & Equipment $10,031,569 Soft Costs Contingency $375,000 Total $12,850,071 • Percent of Budget Expended 0.0% E. BOND PROJECT LIST REFERENCE: 2.1 – 2.8, 2.11 – 2.12 E. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 17 Fairmeadow Elementary School A. PROJECT TEAM Project Manager: Lori Alvarez, O’Connor Construction Management, Inc. Architect/Engineer: AEDIS Architects and Planners B. PROJECT STATUS Gelfand Partners commenced pre-design with the design committee on December 14, 2009. Gelfand will return to the design committee to continue planning discussions for Fairmeadow in early January. The overall project is approximately 0% complete. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: March 9, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $27,500 Supplies $0 Other $0 Contracts & Services $25,000 Total $27,500 Construction & Equipment $0 Soft Costs Contingency $2,500 Total $27,500 • Percent of Budget Expended 0.0% E. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 F. PROJECT OVERVIEW: • Project commenced on December 14, 2009. Page | 18 Ohlone Elementary School New Classroom Building and Modernization A. PROJECT TEAM Project Manager: Arnold Teten, Gilbane Building Company Architect/Engineer: Gelfand Partners B. PROJECT STATUS DSA continues its review for the Ohlone new classroom building and modernization project. Gelfand Partners has also commenced design efforts on the two additional modular classrooms and the relocation of two day care classrooms to facilitate construction. The overall project is approximately 13% complete. C. CONTRACT TIME • Current Phase: DSA Review • Planned Completion for Current Phase: August 31, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $11,667,965 Supplies $0 Other $0 Contracts & Services $2,218,823 Total $11,667,965 Construction & Equipment $9,181,991 Soft Costs Contingency $267,151 Total $11,667,965 • Percent of Budget Expended 4.7% E. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 F. PROJECT OVERVIEW: • Gelfand submitted 95% construction documents to DSA on November 24, 2009. Page | 19 Gunn High School Aquatic Center A. PROJECT TEAM Project Manager: Alex Morrison, Gilbane Building Company Architect/Engineer: Spencer & Associates General Contractor: Beals Martin Construction B. CONSTRUCTION Of the $5,013,750 project budget, 88.9%, or $4,458,103 was expended. Approved change orders were $194,739, which is approximately 50% of the $389,887 construction contingency. The project is complete. C. CONTRACT TIME • Current Phase: Construction • Notice To Proceed: June 20, 2008 • Contract Completion Date: April 18, 2009 • Beneficial Occupancy: June 15, 2009 • Original Contract Days: 300 Days • Total Days Elapsed: 475 Days • Total Days Remaining: (175) Days • Rain Days: 20 Days D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $5,013,750 Supplies $7,684 Other $0 Contracts & Services $651,592 Total $5,013,750 Construction & Equipment $4,377,649 Soft Costs Contingency $3,961 Total $5,013,750 • Percent of Budget Expended 88.9% E. CHANGE ORDER CONTINGENCY • Starting Contingency Balance $ 389,887 • Remaining Contingency Balance $195,148 • Percent Of Changes 49.9% (Change Orders + Construction Change Directives vs. Original Contract) F. BOND PROJECT LIST REFERENCE: 3.12 G. PROJECT OVERVIEW: • This project completed within budget. Page | 20 Garland Elementary School Campus Modernization A. PROJECT TEAM Project Manager: Lori Alvarez, O’Connor Construction Management, Inc. Architect/Engineer: AEDIS Architects and Planners B. PROJECT STATUS The Board of Education voted on August 25, 2009 to approve the amendment to Garland lease to Stratford School. Therefore, the district has placed the project on hold. C. CONTRACT TIME • Current Phase: On hold • Planned Completion for Current Phase: N/A D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $22,178,544 Supplies $0 Other $0 Contracts & Services $3,830,789 Total $22,178,544 Construction & Equipment $17,485,000 Soft Costs Contingency $862,755 Total $22,178,544 • Percent of Budget Expended 1.2% E. BOND PROJECT LIST REFERENCE: 1.1, 1.4 – 1.10 F. PROJECT OVERVIEW: • This project has been put on hold. Page | 21 Elementary School Teaching Walls Phase 1 Schools A. PROJECT TEAM Project Manager: Alex Morrison, Gilbane Building Company Architect/Engineer: Gelfand Partners B. PROJECT STATUS The district has placed this project on hold pending further review of the implementation of other classroom improvements. C. CONTRACT TIME • Current Phase: On hold • Planned Completion for Current Phase: N/A D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $7,044,987 Supplies $0 Other $0 Contracts & Services $1,341,394 Total $7,044,987 Construction & Equipment $5,498,498 Soft Costs Contingency $205,095 Total $7,044,987 • Percent of Budget Expended 1.5% E. BOND PROJECT LIST REFERENCE: 1.9 F. PROJECT OVERVIEW: • Design has been suspended until further consideration is discussed among elementary school principals. OHS WEST:260388860.1 A-1 EXHIBIT A PALO ALTO UNIFIED SCHOOL DISTRICT BOND PROJECT LIST [Note: The order in which projects are listed is not an indication of priority for funding or completion. Not all listed projects will be completed at every site.] 1. ELEMENTARY SCHOOL PROJECTS Addison Barron Park Briones Duveneck El Carmelo Escondido Fairmeadow Garland Greendell Hays Hoover Nixon Ohlone Palo Verde 1. Construct new permanent classrooms and classroom buildings to accommodate enrollment growth and expanded programs. 2. Replace temporary classrooms with permanent classrooms. 3. Acquire and install modular classrooms, as needed. 4. Expand libraries to accommodate enrollment growth. 5. Improve or provide new security systems, including alarms, lighting, locks, monitoring systems, fencing, etc. 6. Upgrade climate control systems, including passive technologies to conserve energy, such as shade canopies, energy-efficient windows, window coverings and shade control; install/replace heating, ventilation and air conditioning. 7. Install/improve local area network (LAN) and wide area network (WAN) infrastructure to accommodate technology upgrades; install/upgrade communications systems. 8. Building exterior and building shell renovation, including seismic structural upgrades and Americans with Disability Act (ADA) improvements to bring all buildings to current code; roofs; repainting and/or resurfacing. 9. Classroom and other school facilities modernization and building interior improvements, including infrastructure and major building system upgrades. 10. Modernization/replacement of administration/multipurpose/library space. Numbers Added A-2 OHS WEST:260388860.1 2. MIDDLE SCHOOL PROJECTS David Starr Jordan Jane Lathrop Stanford Terman 1. Construct new permanent classrooms and classroom buildings to accommodate enrollment growth and expanded programs. 2. Classroom and other school facilities modernization and building interior improvements, including infrastructure and major building system upgrades. 3. Construct extra school-wide storage space. 4. Expand classrooms and classroom wings, library and administration spaces. 5. Improve or provide new security systems, including alarms, lighting, locks, monitoring systems, fencing, etc. 6. Upgrade climate control systems, including passive technologies to conserve energy, such as shade canopies, energy-efficient windows, window coverings and shade control; install/replace heating, ventilation and air conditioning. 7. Install/improve local area network (LAN) and wide area network (WAN) infrastructure to accommodate technology upgrades; install/upgrade communications systems. 8. Renovate gymnasium, including new gym floors, doors, windows, bleachers and athletic equipment; upgrade building infrastructure, including power and water distribution. 9. Renovate swimming pool and pool deck; new filtration system; new storage and restrooms; upgrade pool equipment. 10. Replace and/or improve play fields, including drainage and irrigation, install water meters; replace landscaping; re-surface and re-stripe hardcourts and replace outdoor athletic equipment. 11. Repair/Replace and/or improve concrete walkways and asphalt; canopies; parking lot and driveways. 12. Building exterior and building shell renovation, including seismic structural upgrades and Americans with Disability Act (ADA) improvements to bring all buildings to current code; roofs; repainting and/or resurfacing. A-3 OHS WEST:260388860.1 3. GUNN HIGH SCHOOL PROJECTS 1. Construct new permanent classrooms and classroom buildings to accommodate enrollment growth and expanded programs. 2. Demolish old library building. 3. Replace temporary classrooms with permanent classrooms. 4. Construct additional restrooms. 5. Construct second gymnasium. 6. Construct new soccer field. 7. Upgrade climate control systems, including passive technologies to conserve energy, such as shade canopies, energy-efficient windows, window coverings and shade control; install/replace heating, ventilation and air conditioning. 8. Install/improve local area network (LAN) and wide area network (WAN) infrastructure to accommodate technology upgrades; install/upgrade communications systems. 9. Building exterior and building shell renovation, including seismic structural upgrades and Americans with Disability Act (ADA) improvements to bring all buildings to current code; roofs; repainting and/or resurfacing. 10. Improve or provide new security systems, including alarms, lighting, locks, monitoring systems, fencing, etc. 11. Classroom and other school facilities modernization and building interior improvements, including infrastructure and major building system upgrades. 12. Replace swimming pool with new 35-meter pool, pool equipment and support structures, pool decking, bleachers, storage, restrooms, showers, associated equipment. 13. Renovate gymnasium; interior renovation including gymnasium floors and bleachers; replace athletic equipment. 14. Modernize football stadium, including new bathrooms and concession stands. A-4 OHS WEST:260388860.1 4. PALO ALTO HIGH SCHOOL PROJECTS 1. Construct new permanent classrooms and classroom buildings to accommodate enrollment growth and expanded programs. 2. Replace temporary classrooms with permanent classrooms. 3. Construct additional restrooms. 4. Upgrade climate control systems, including passive technologies to conserve energy, such as shade canopies, energy-efficient windows, window coverings and shade control; install/replace heating, ventilation and air conditioning. 5. Install/improve local area network (LAN) and wide area network (WAN) infrastructure to accommodate technology upgrades; install/upgrade communications systems. 6. Building exterior and building shell renovation, including seismic structural upgrades and Americans with Disability Act (ADA) improvements to bring all buildings to current code; roofs; repainting and/or resurfacing. 7. Classroom and other school facilities modernization and building interior improvements, including infrastructure and major building system upgrades. 8. Library modernization and building interior improvements, including infrastructure and major building system upgrades. 9. Renovation or replacement of the Tower Building to accommodate administration, classroom and program support space. 10. Renovate Main Gymnasium and second gymnasium, including seismic upgrades; accessibility improvements; construction of new restrooms; install new roofing; replace doors and windows; replace gymnasium floors and athletic equipment, bleachers and renovation of interior. Renovation or replacement of weight training facility. 11. Construct new theater building. 12. Renovate and improve soccer field, including new retaining wall and bleachers; new fencing and storage. 13. Modernize football stadium, including replace bleachers; new bathrooms and concession stands. 14. Replace and/or improve play fields, including drainage and irrigation, install water meters; replace landscaping; re-surface and re-stripe hardcourts and replace outdoor athletic equipment. A-5 OHS WEST:260388860.1 5. OTHER DISTRICT-WIDE PROJECTS Furnishing and equipping of existing and newly constructed, modernized or rehabilitated classrooms and facilities on an ongoing basis, including to replace worn, broken, or out-of-date furniture and equipment for all classrooms, athletic facilities and other facilities, as needed. 1. Replace existing or acquire new computers, technology and related equipment on an ongoing basis. 2. Establish a planned maintenance fund to address maintenance work expected to be needed to all District facilities on an ongoing basis (other than as may be necessary for current maintenance, operation or repairs), in order to implement the District’s comprehensive facilities maintenance plan. 3. Acquisition of any of the facilities on the Bond Project List through temporary lease or lease- purchase arrangements, or execute purchase option under a lease for any of these authorized facilities. 4. If and as opportunities become available, and to the extent the Board of Education determines that bond funds are available for the purpose, acquisition of land and other interests in real property for future school buildings and other District facilities, and construction of such facilities, and rehabilitation/renovation of District-owned buildings and sites not otherwise listed. 5. Repair, upgrade, modify, expand, refinish, replace and construct site improvements, including off-street parking areas, pickup/dropoff, signage, paths, sidewalks and walkways, canopies, hard courts (student play areas), athletic play fields, landscaping, irrigation, permanent athletic field equipment and facilities (including nets, basketball standards, goals and goalposts, backstops), field lighting, etc. 6. ADDITIONAL NECESSARY AND INCIDENTAL PROJECTS 1. Remove, dispose of, and otherwise remediate hazardous materials, including asbestos, lead, etc., where necessary. 2. Address unforeseen conditions revealed by construction/modernization (including plumbing or gas line breaks, dry rot, seismic, structural, etc.). 3. Other improvements required to comply with existing building codes, including the Field Act, and access requirements of the Americans with Disabilities Act (ADA). 4. Site preparation/restoration in connection with new construction, renovation or remodeling, or installation or removal of relocatable classrooms, including ingress and egress, demolition of existing structures, removing, replacing, or installing irrigation and drainage, utility lines (such as gas lines, water lines, electrical lines, sewer lines, and communication lines), trees and landscaping, relocating fire access roads, traffic lights and mitigation, and acquiring any necessary easements, licenses, or rights of way to the property. 5. Rental or construction of storage facilities and other space on an interim basis, as needed to accommodate construction materials, equipment, and personnel, and interim classrooms (including relocatables) for students and school functions or other storage for classroom materials displaced during construction. A-6 OHS WEST:260388860.1 7. RENOVATION/MODERNIZATION (DEFINED) For purposes of the Bond Project List, renovation and modernization projects are intended to restore the building systems and infrastructure, weather protections, finishes, and technology, or reallocate and reorganize space, to a condition that will provide a sustainable, functional educational and administrative environment for future years, comparable to new construction. Renovation projects may include, but are not limited to nor necessarily encompass, all of the following, depending upon the age, condition and needs of each particular school facility: 1. upgrade electrical, communication, fire alarm, and similar building systems as well as main power service and distribution, which may include active and passive solar power and heating system acquisition, installation and construction 2. Replace, repair or upgrade plumbing, piping and drainage systems, including water supply, meters, water heating, and wastewater systems, plumbing fixtures and sinks, etc., within buildings and sites and to connect with city supply and drainage systems 3. Replace or modify aging heating, ventilation and air cooling systems with energy-efficient heating and air cooling systems (HVAC), including installing energy management systems (EMS); 4. Replace, modify, upgrade interior lighting and exterior safety/security lighting systems and fixtures, as necessary; 5. Repair, modify and construct structural elements of the existing structure as necessary; 6. Replace or repair aging roofs with similar materials or District standard materials; 7. Replace, repair, install and construct, as necessary, interior walls, floor and ceiling finishes, doors, door locks, windows, cabinets and casework, and equipment attached to wall surfaces (including white boards, marker boards, tack boards, television mounts, scoreboards, fire extinguishers, kitchen cabinets/equipment, etc.); 8. Upgrade, modify and construct restroom facilities; 9. Comply, as necessary, with Americans with Disabilities Act (ADA) and Title 24 requirements; 10. Refinish the exterior finishes of the school (including stucco, wood and metal trims, wood siding, paint, etc.); replace doors and windows 11. Modify, expand, separate, convert and construct school support areas; staff work and lunch areas; and educational areas to provide adequate, functional environments; 12. Modify, replace and construct functional components of altered or replaced building components (including rainwater leaders, fascias, mansards, etc.); ™ For any project involving renovation, modernization, remodeling or rehabilitation of a building or the major portion of a building, the District may proceed with new replacement construction instead (including any necessary demolition), if the Board of Education determines that replacement and new construction is more practical than rehabilitation and renovation, considering the building’s age, condition, expected remaining life, comparative cost, and other relevant factors.