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Monthly Reports 2010-01 (Jan) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through January 2010 Current Measure A – Strong Schools 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 5 Gunn High School – Industrial Arts Renovation page 6 Gunn High School – New Classroom Buildings A & B page 7 Gunn High School – Parking and Drop-off Sitework Improvement page 8 Gunn High School – New Gymnasium page 9 Palo Alto High School – Home-side Bleacher Replacement page 10 Palo Alto High School – Multi-use Field page 11 Palo Alto High School – Classroom Building and Media Arts page 12 Palo Alto High School – Theater and Associated Site Improvements page 13 Jordan Middle School page 14 J.L. Stanford Middle School page 15 Terman Middle School page 16 Fairmeadow Elementary School page 17 Ohlone Elementary School page 18 Inactive Capital Projects Gunn High School – Aquatic Center page 19 Garland Elementary School page 20 Elementary School Teaching Walls – Phase 1 Schools page 21 Appendix Exhibit A – Bond Project List Page | 3 EXECUTIVE SUMMARY CAPITAL PROJECTS High School Master Plan Gates + Associates, landscape architect to DLM, developed conceptual landscape improvement plans for Gunn High School and Palo Alto High School after holding initial concept and tree mitigation meetings in December with the landscape subcommittees. These will be reviewed in detail with each campus in February. The district’s CEQA and traffic consultants completed the CEQA initial study response and submitted it to the school administrative staff for review. Adoption of the mitigated negative declaration is scheduled for Board of Education discussion on February 9, 2010 for Paly and March 9, 2010 for Gunn. Gunn High School – Industrial Arts Addition & Renovation The building was open for student use on January 4, 2010. Of the $5,576,500 project budget, 83.1% or $4,635,995 was expended. Approved change orders were $208,756, which is approximately 59.8% of the $349,000 construction contingency. Gunn High School – New Classroom Buildings A & B DLM presented the schematic design and cost estimate package to the facilities steering committee (FSC) on January 6, 2010 before presenting to the Board of Education on January 12, 2010 for discussion. The Board of Education approved schematic design on January 26, 2010. DLM has begun work on the design development submittal, which is scheduled to be complete in March 2010. Gunn High School – Parking and Drop-off Sitework Improvement Studies were conducted for options to incorporate an entrance and drop-off at Miranda Ave. The future parking and drop-off improvements design will continue upon adoption of the mitigated negative declaration by the Board in March 2010. Gunn High School – New Gymnasium DLM presented the schematic design and cost estimate with the FSC on January 6, 2010. The FSC also approved DLM to incorporate an expansion of the dance and weight room during the design development phase. Schematic design was presented to the Board of Education on January 12, 2010 for discussion and was approved on January 26, 2010. DLM has begun work on the design development submittal, which is scheduled to be complete in April 2010. Palo Alto High School – Football Stadium Renovation DLM and Verde will begin to study alternative schemes for renovation of the Paly football once a design committee is formed. The project will include a new concession stand, bathrooms, and new home and visitor’s side bleachers. The project is planned for construction during the summer of 2011. Palo Alto High School – Multi-use Field The Board of Education discussed authorization to bid the multi-use field on January 26, 2010, with approval planned on February 9, 2010. Construction will begin after the baseball and softball seasons conclude in May 2010. Palo Alto High School – Classroom Building and Media Arts Building DLM presented schematic design and cost estimate to the FSC on January 4, 2010. As part of the portable relocation project, DLM will provide options to relocate the memorial plaques and benches from the central quad. The Board of Education approved both the schematic design and the portable relocation project on January 26, 2010. DLM has begun work on the design development submittal, which is scheduled to be complete in March 2010. Palo Alto High School – Theater and Associated Site Improvements DLM and the Shalleck Collaborative Inc, theater consultant, met with the performing arts committee on January 20, 2010 to review and confirm programming goals. A space diagram and space program planner was presented to the committee for discussions about theater footprint and layout for each department. Page | 4 Jordan Middle School AEDIS conducted a meeting with the bond advisory committee to review the projects with an updated budget on January 20, 2010. Following the aforementioned meeting, district staff met with the bond advisory committee to discuss possible scope revisions within the project budget approved by the Board. J.L. Stanford Middle School AEDIS met with the science department and physical education department for their second round of design meetings. AEDIS will meet with the bond advisory group to further discuss the modernization work in existing classrooms, exterior landscaping, and to review the design progress on the new classroom building. Terman Middle School AEDIS met with staff and faculty to focus on design refinement of the administration and library building, and campus- wide priorities. AEDIS will continue discussions and present updated plans on the administration and library building in February, as well as review all updated plans to date. Fairmeadow Elementary School – Pre-Design Gelfand Partners continued pre-design efforts with two more rounds of meetings with the site committee. Gelfand will present at the monthly PTA meeting and host a community meeting to solicit feedback on the concept plan in February. A project update will also be provided to the Board on February 9, 2010. Ohlone Elementary School – New Classroom Building and Modernization DSA continues its review of the Ohlone new classroom building and modernization project, which should be completed by August 2010. Gelfand Partners completed design efforts on the two additional modular classrooms and relocation of two day care classrooms in anticipation for a February DSA approval and a March receipt of bids. INACTIVE CAPITAL PROJECTS Gunn High School – Aquatic Center Of the $5,013,750 project budget, 96.6%, or $4,844,070 was expended. Approved change orders were $194,739, which is approximately 49.9% of the $389,887 construction contingency. 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 January January 12, 2010 Action 11 – Authorization to Bid the Site Work and Relocation of Modular Building to Accommodate Construction at Palo Alto High School January 26, 2010 Consent 5 – Authorization to Enter into Master Agreements for Commissioning Agent Services with Enovity and Test Marc Action 10 – Approval of Schematic Design for Group 1 Projects at Gunn High School Action 11 – Approval of Schematic Design for Group 1 Projects at Palo Alto High School A B C C / A B - C C / B A - BGunn High School - High School Master Plan 145,000 121,636 78,550 54.2% 43,086 64.58% 23,364Gunn High School 1 - Aquatic Center 5,013,750 4,934,770 4,844,070 96.6% 90,700 98.16% 78,980Gunn High School 2 - I.A 5,576,500 5,012,986 4,635,995 83.1% 376,991 92.48% 563,514Gunn 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 2,044,029 345,671 1.4% 1,698,358 16.91% 22,075,971Gunn 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 145,000 122,237 78,799 54.3% 43,438 64.46% 22,763Palo 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) 3,002,063 383,050 204,746 6.8% 178,304 53.45% 2,619,013Palo Alto high School 3 - New classroom & Media Art Building 34,220,000 2,512,046 327,831 1.0% 2,184,215 13.05% 31,707,954Palo 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 19,718 14,707 43.7% 5,011 74.59% 13,947Jordan Middle Schools 1- Interim Classrooms 600,342 186,570 156,137 26.0% 30,433 83.69% 413,772Jordan Middle School 2 17,943,194 1,579,919 197,856 1.1% 1,382,063 12.52% 16,363,275Jordan Middle School - Reserved 0 0 0 0.0% 0 0.00% 0J.L.S Middle School - Middle School Pre-Design 33,669 19,627 13,931 41.4% 5,696 70.98% 14,042J.L.S Middle School 1 - Interim Classrooms 446,844 351,408 304,801 68.2% 46,607 86.74% 95,436 J.L.S Middle School 2 17,184,699 1,428,462 129,663 0.8% 1,298,799 9.08% 15,756,237 J.L.S Middle School - Reserved 0 0 0 0.0% 0 0.00% 0Terman Middle School - Middle School Pre- Design 33,666 19,627 13,386 39.8% 6,241 68.20% 14,039Terman Middle School 1 12,850,071 1,183,975 118,916 0.9% 1,065,059 10.04% 11,666,096Terman 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 22,178,544 281,279 280,113 1.3% 1,166 99.59% 21,897,265Fairmeadow 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 1,219,180 585,078 5.0% 634,102 47.99% 10,448,785 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 2,694,894 1,551,679 46.3% 1,143,215 57.58% 658,214PAUSD - Technology 1,935,000 1,787,931 1,786,302 92.3% 1,629 99.91% 147,069PAUSD - Reserved 6,335,945 0 0 0.0% 0 0.00% 6,335,945Total332,126,587 28,607,794 16,048,682 12,559,112 303,518,793Prepared by: Business Services Department based on QSS accounting SystemExpenditures Budget BalanceCommittedBudgetSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictMeasure A Strong Schools Bond1/31/2010Percent of ExpendedContract Balance Activity IDPhaseActivity NameOriginalDurationStartFinishDuration % CompleteGunn- IndusGunn- Industrial AGunn- Industrial Arts Renovation36701-Oct-08 A25-Feb-1094.82%Gunn - New Gunn - New ClassrGunn - New Classroom Building111220-Apr-09 A23-Jul-1318.44%Gunn - ParkiGunn - Parking andGunn - Parking and Drop Off102101-Sep-09 A30-Jul-1314.89%Gunn New GGunn New GymnasGunn New Gymnasium95921-Apr-09 A19-Dec-1221.48%Paly - Home Paly - Home Side BPaly - Home Side Bleachers63017-Aug-09 A26-Jan-1217.62%Paly - Multi UPaly - Multi Use FiePaly - Multi Use Field Improvements53203-Nov-08 A18-Oct-1065.04%Paly - New CPaly - New ClassroPaly - New Classroom Building & Media Arts112520-Apr-09 A02-Aug-1318.67%Paly - New TPaly - New TheaterPaly - New Theater and Sitework149709-Sep-09 A26-May-157.35%Jordan New Jordan New ClassrJordan New Classroom Wing & Modernizat...116603-Nov-08 A22-Apr-1327.87%Stanford NewStanford New ClasStanford New Classroom Wing120303-Nov-08 A19-Jun-1326.6%Terman AdmTerman Admin WinTerman Admin Wing Addition & Modernizat...124003-Nov-08 A08-Aug-1325.89%Garland SchGarland School MoGarland School Modernization45903-Nov-08 A01-Feb-10100%Ohlone New Ohlone New ClassOhlone New Classroom Wing87603-Nov-08 A12-Mar-1237.1%Teaching WaTeaching Walls CaTeaching Walls Casework31809-Apr-09 A08-Feb-1098.11%FairmeadowFairmeadow ElemeFairmeadow Elementary School7214-Dec-09 A23-Mar-1048.61%SONDJFMAMJJASONDJFAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJ2009201020112012201320142015PALO ALTO UNIFIED SCHOOL DISTRICT MEASURE "A" BOND PROGRAM MASTER SCHEDULE SUMMARY 08-Feb-10 12:06DesignPlanningBid and AwardConstructionDSACloseoutMilestonePage 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, developed conceptual landscape improvement plans for Gunn High School and Palo Alto High School after holding initial concept and tree mitigation meetings in December with the landscape subcommittees. These will be reviewed in detail with each campus in February. The district’s CEQA and traffic consultants completed the CEQA initial study response and submitted it to the school administrative staff for review. Adoption of the mitigated negative declaration is scheduled for Board of Education discussion on February 9, 2010 for Paly and March 9, 2010 for Gunn. 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 $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 54.2% 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 The building was open for student use on January 4, 2010. Of the $5,576,500 project budget, 83.1% or $4,635,995 was expended. Approved change orders were $208,756, which is approximately 59.8% of the $349,000 construction contingency. C. CONTRACT TIME • Current Phase: Project Closeout • 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 81.3% E. CHANGE ORDER CONTINGENCY • Starting Contingency Balance $349,000 • Remaining Contingency Balance $140,244 • Percent Of Changes 59.8% (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 open for academic use on January 4, 2010. 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 and cost estimate package to the facilities steering committee (FSC) on January 6, 2010 before presenting to the Board of Education on January 12, 2010 for discussion. The Board of Education approved schematic design on January 26, 2010. DLM has begun work on the design development submittal, which is scheduled to be complete in March 2010. C. CONTRACT TIME • Current Phase: Design Development • Planned Completion for Current Phase: March 25 , 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 1.4% E. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 F. PROJECT OVERVIEW: • Board of Education approved schematic design on January 26, 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 Studies were conducted for options to incorporate an entrance and drop-off at Miranda Ave. The future parking and drop-off improvements design will continue upon adoption of the mitigated negative declaration by the Board in March 2010. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: December 14, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $3,940,000 Supplies $0 Other $ 0 Contracts & Services $883,978 Total $3,940,000 Construction & Equipment $ 2,934,840 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 the schematic design and cost estimate with the FSC on January 6, 2010. The FSC also approved DLM to incorporate an expansion of the dance and weight room during the design development phase. Schematic design was presented to the Board of Education on January 12, 2010 for discussion and was approved on January 26, 2010. DLM has begun work on the design development submittal, which is scheduled to be complete in April 2010. C. CONTRACT TIME • Current Phase: Design Development • Planned Completion for Current Phase: April 8 , 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $13,830,000 Supplies $0 Other $ 0 Contracts & Services $2,636,521 Total $13,830,000 Construction & Equipment $ 11,109,450 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: • Board of Education approved schematic design on January 26, 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 once a design committee is formed. The project will include a new concession stand, bathrooms, and new home and visitor’s side bleachers. 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 The Board of Education discussed authorization to bid the multi-use field on January 26, 2010, with approval planned on February 9, 2010. Construction will begin after the baseball and softball seasons conclude in May 2010. C. CONTRACT TIME • Current Phase: Bid & Award • Planned Completion for Current Phase: April 6, 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: • Bid period is scheduled to begin on February 9, 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 schematic design and cost estimate to the FSC on January 4, 2010. As part of the portable relocation project, DLM will provide options to relocate the memorial plaques and benches from the central quad. The Board of Education approved both the schematic design and the portable relocation project on January 26, 2010. DLM has begun work on the design development submittal, which is scheduled to be complete in March 2010. C. CONTRACT TIME • Current Phase: Design Development • Planned Completion for Current Phase: March 19 , 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 1.0% E. BOND PROJECT LIST REFERENCE: 4.1 - 4.3 F. PROJECT OVERVIEW: • Board of Education approved schematic design on January 26, 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 the Shalleck Collaborative Inc, theater consultant, met with the performing arts committee on January 20, 2010 to review and confirm programming goals. A space diagram and space program planner was presented to the committee for discussions about theater footprint and layout for each department. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: June 22, 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 conducted a meeting with the bond advisory committee to review the projects with an updated budget on January 20, 2010. Following the aforementioned meeting, district staff met with the bond advisory committee to discuss possible scope revisions within the project budget approved by the Board. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: April 6, 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 1.1% E. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.6 – 2.8, 2.10 – 2.12, 6.3 – 6.5. F. PROJECT OVERVIEW: • Schematic design has been delayed a month to address alternatives for the Cafetorium and the associated scope adjustments to remain within budget Board approval now planned for April, 2010. 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 met with the science department and physical education department for their second round of design meetings. AEDIS will meet with the bond advisory group to further discuss the modernization work in existing classrooms, exterior landscaping, and to review the design progress on the new classroom building. C. CONTRACT TIME • Current Phase Schematic Design • Planned Completion for Current Phase: May 11, 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 0.8% E. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.5 – 2.8, 2.11 – 2.12, 6.4, 6.5 F. PROJECT OVERVIEW: • Schematic design has been delayed two months so AEDIS’s designs for the new building can be shared with community groups and also be coordinated with improvements at Fairmeadow. Board approval is now planned for May, 2010. 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 met with staff and faculty to focus on design refinement of the administration and library building, and campus-wide priorities. AEDIS will continue discussions and present updated plans on the administration and library building in February, as well as review all updated plans to date. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: May 11, 2010 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $12,850,071 Supplies $0 Other $0 Contracts & Services $2,407,550 Total $ 12,850,071 Construction & Equipment $10,096,569 Soft Costs Contingency $345,952 Total $12,850,071 • Percent of Budget Expended 0.9% E. BOND PROJECT LIST REFERENCE: 2.1 – 2.8, 2.11 – 2.12 E. PROJECT OVERVIEW: • Schematic design has been delayed a month to address existing site conditions and the new library expansion. Board approval now planned for May, 2010. 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 continued pre-design efforts with two more rounds of meetings with the site committee. Gelfand will present at the monthly PTA meeting and host a community meeting to solicit feedback on the concept plan in February. A project update will also be provided to the Board on February 9, 2010. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: March 23, 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: • Programming in process, with community review in February and board approval planned in March. 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 of the Ohlone new classroom building and modernization project, which should be completed by August 2010. Gelfand Partners completed design efforts on the two additional modular classrooms and relocation of two day care classrooms in anticipation for a February DSA approval and a March receipt of bids. 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 $2,220,274 Total $11,667,965 Construction & Equipment $9,181,991 Soft Costs Contingency $265,700 Total $11,667,965 • Percent of Budget Expended 5.0% 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, 96.6%, or $4,844,070 was expended. Approved change orders were $194,739, which is approximately 49.9% of the $389,887 construction contingency. C. CONTRACT TIME • Current Phase: Project Closeout • 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 $4,350,513 Soft Costs Contingency $3,961 Total $5,013,750 • Percent of Budget Expended 96.6% 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 1.3% 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.