Loading...
Monthly Reports 2009-09 (Sep) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through September 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 5 Gunn High School – Aquatic Center 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 Garland Elementary School page 18 Ohlone Elementary School page 19 Elementary School Teaching Walls page 20 Appendix Exhibit A – Bond Project List Page | 3 EXECUTIVE SUMMARY CAPITAL PROJECTS High School Master Plan DLM Architects has completed the initial draft master plan for the High Schools, which was approved by the board on March 31, 2009. The CEQA process for both high schools has commenced, with a planned to publish the Initial Study on October 5, 2009. The CEQA Initial Study has been completed and will be posted for Public Review both online and in the District office. The final master plan report will be produced after the CEQA process is complete, with all findings and mitigation measures to be incorporated. Gunn High School – Aquatic Center The pool was open for use on June 15, 2009. The shade structure is currently being installed and should be completed by October 14. The ribbon cutting is scheduled for October 27, 2009. Of the $5,013,750 project budget, 95.6%, or $4,548,205 has been expended. Pending Change Orders are currently estimated to be $149,016, which is approximately 38% of the $389,887 construction contingency. The overall project is complete. Gunn High School – IA Building Construction/ Renovation Svala Construction has completed HVAC and electrical rough-in and the building is currently ‘closed’ for rain protection, and drywall installation has begun. The project is scheduled to be complete on November 25, 2009. Of the $5,519,032 project budget, 62.4% or $2,775,308 has been expended. Pending change orders are currently estimated to be $123,479 which is approximately 35% of the $349,000 construction contingency. The overall project is approximately 86% complete. Gunn High School – New Classroom Buildings A & B DLM received board approval on September 22, 2009 to proceed with schematic design. Meetings with the Math and English departments have commenced to review interior elevations, built-in furnishings and equipment for typical classrooms. DLM is scheduled to present the final schematic design for this building to the board in December 2009. The overall project is approximately 4% complete. Gunn High School – Parking and Drop-off Sitework Improvement DLM and the district’s traffic consultant have met with the City School Traffic Safety Committee to review the Group 1 projects and the potential impacts on traffic and parking. Design of the interim parking and drop off plan will be incorporated into the portable relocation project. The project is scheduled to begin construction after completion of the new classroom buildings and the new gymnasium. The overall project is approximately 2% complete. Gunn High School – New Gymnasium DLM received board approval on September 22, 2009 to proceed with schematic design. DLM met with the Athletic and PE departments to finalize the floor plans. The existing gymnasium modernization scope includes the wrestling room and a PE classroom. DLM will also meet with the PE department to review interior elevations, finishes, and major equipment. The overall project is approximately 4% complete. Palo Alto High School – Home Bleacher Replacement Verde Design has submitted working drawings for the bleachers to DSA for review. The board will review an update to the project that will include replacement of the visitors side bleachers in October. This project will be constructed during the summer 2010. The overall project is approximately 24% complete. Palo Alto High School – Multi-use Field Final approval has been received by DSA to bid this project, which is scheduled for early 2010. Construction is scheduled to begin in May after completion of the baseball and softball seasons. The overall project is approximately 24% complete. Palo Alto High School – Classroom Building and Media Arts Building DLM received board approval on September 22, 2009 to proceed with schematic design. DLM met with the Math and History/Social Sciences departments to review interior elevations, built-in furnishings and equipment for the typical classrooms. In addition, DLM reviewed furnishing, equipment, and major finishes with the Media Arts department. The overall project is approximately 4% complete. Page | 4 Palo Alto High School – Theater and Associated Site Improvements DLM and their theater consultant, the Shalleck Group, conducted an informational meeting for the theater arts departments, and received each department’s program statements. The Shalleck Group will return in October with a project program for review with the departments. The campus has also submitted a grant application for Proposition 1D funding for this project, which will be responded to in December. Jordan Middle School The Board of Education approved the Jordan conceptual plan on September 8, 2009. AEDIS commenced schematic design with the first round of programming meetings with the design groups on September 17. AEDIS is scheduled to return to the design groups with initial layouts in early October that reflects input from the design committee. Soils testing and survey work is being scheduled for early October. J.L. Stanford Middle School AEDIS presented recommended conceptual plans for J.L. Stanford to the Board of Education and received approval on September 8 to move into schematic design. AEDIS will begin schematic design with a kick-off meeting and the first round of programming meetings in late October. Soils testing and survey work will commence in October. Terman Middle School AEDIS presented recommended conceptual plans for Terman and received approval on September 8 to move into schematic design. AEDIS will begin schematic design with a kick-off meeting and the first round of programming meetings in early October. Soils testing and survey work will commence in October. 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. Ohlone Elementary School – New Classroom Building and Modernization Gelfand Partners submitted the design development drawings on September 21, 2009 for district review. The district will be reviewing the plans and cost estimate to ensure program requirements are met and that the design is within budget. Gelfand Partners also met with the district’s traffic engineer in September to discuss the parking lot design improvements and will be presenting their design to the City School Traffic Safety Committee in October. The overall project is approximately 9% complete. Elementary School Teaching Walls The pilot project teaching walls that were installed at Duveneck and Escondido were reviewed with faculty for feedback on September 9, 2009. After receiving feedback from faculty and staff, Gelfand Partners is moving ahead with studying five school sites for the first phase of campus-wide installation and working on design development documents for these school sites. Gelfand will submit the design development drawings in late October for district review. The overall project is approximately 22% complete. Board Actions in September September 8, 2009 Consent 7 – Authorization to Issue Addendum No. 3 to Deems Lewis McKinley Architecture Consent 8 – Furnishings and Equipment Budget for Gunn High School – Industrial Arts Building Action 12 – Approval of Conceptual Design and Projects for Jordan, J.L. Stanford, and Terman Middle Schools September 22, 2009 Action 8 – Approval of Conceptual Design for Gunn High School and Authorization to Proceed with Schematic Design Action 9 – Approval of Conceptual Design for Palo Alto High School and Authorization to Proceed with Schematic Design Gunn High School - High School Master Plan 115,000 90,635 75,850 66.0% 14,785 83.69% 24,365Gunn High School 1 - Aquatic Center 5,013,750 4,976,070 4,159,527 83.0% 816,543 83.59% 37,680Gunn High School 2 - I.A 5,576,500 4,661,781 2,768,255 49.6% 1,893,526 59.38% 914,719Gunn 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 1,262,320 79,369 0.33% 1,182,951 6.29% 22,857,680Gunn High School 5 - Parking & Drop Off improvements 3,940,000 214,620 511 0.01% 214,109 0.24% 3,725,380Gunn High School 6- New/Auxiliary Gymnasium 13,830,000 821,629 22,494 0.16% 799,135 2.74% 13,008,371Gunn High School - Reserved 21,303,533 0 0 0.0% 0 0.00% 21,303,533Palo Alto High Schools - High School Master Plan 115,000 91,238 75,949 66.0% 15,289 83.24% 23,762Palo Alto High School 1 - Bleacher 1,358,437 128,436 88,500 6.51% 39,936 68.91% 1,230,001Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 3,002,063 302,857 197,975 6.59% 104,882 65.37% 2,699,206Palo Alto high School 3 - New classroom & Media Art Building 34,220,000 1,816,755 105,198 0.31% 1,711,557 5.79% 32,403,245Palo Alto High School 4 - New Theater 17,720,000 1,026,210 977 0.01% 1,025,233 0.10% 16,693,790Palo Alto High School - Reserved 42,378,045 0 0 0.0% 0 0.00% 42,378,045Jordan 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 600,342 164,557 112,576 18.8% 51,981 68.41% 435,785Jordan Middle School - Reserved 17,943,194 0 0 0.0% 0 0.00% 17,943,194J.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 446,844 283,925 208,824 46.7% 75,101 73.55% 162,919 J.L.S Middle School - Reserved 17,184,699 0 0 0.0% 0 0.00% 17,184,699Terman Middle School - Middle School Pre- Design 33,666 14,627 13,386 39.8% 1,241 91.52% 19,039Terman Middle School - Reserved 12,850,071 0 0 0.0% 0 0.00% 12,850,071PAUSD 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 1,323,107 173,543 0.78% 1,149,564 13.12% 20,855,437Ohlone Elementary School 1- Phase I 11,667,965 956,256 199,036 1.7% 757,220 20.81% 10,711,709 Elementary Schools 1 - Elem Teaching Wall Project 7,044,987 105,454 62,679 0.89% 42,775 59.44% 6,939,533Elementary Schools - Reserved 57,641,783 0 0 0.0% 0 0.00% 57,641,783PAUSD - Program Admin. ** 3,353,097 4,911,276 1,407,313 42.0% 3,503,963 28.65% -1,558,179PAUSD - Technology 1,935,000 1,672,563 1,672,563 86.4% 0 100.00% 262,437PAUSD - Reserved6,335,945 0 0 0.0% 0 0.00% 6,335,945Total332,126,576 24,922,138 11,512,725 13,409,413 307,204,438** Construction Management (Gilbane) contract, $2,346,912, cause the negative budget balance and it will be distributed to each project budget.Prepared by: Business Services Department based on QSS accounting SystemCommittedBudgetSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictMeasure A Strong Schools Bond9/30/09Percentage ExpendedContract BalanceExpenditures Budget Balance Activity IDPhaseActivity NameOriginalDurationStartFinishGunn PGunn Pool ReGunn Pool Replacement37504-Jun-08 A10-Nov-09CONSCONSTRUCCONSTRUCTION37504-Jun-08 A10-Nov-09Gunn- Gunn- IndustGunn- Industrial Arts Renovation28302-Feb-09 A03-Mar-10PlannPlanningPlanning0DesignDesignDesign0Bid anBid and AwaBid and Award6130-Sep-0924-Dec-09DSADSADSA4530-Sep-0901-Dec-09ConstConstructionConstruction28302-Feb-09 A03-Mar-10Gunn - Gunn - New CGunn - New Classroom Building99020-Apr-09 A01-Feb-13PLANPLANNINGPLANNING11120-Apr-09 A07-Oct-09DESIGDESIGNDESIGN24802-Sep-09 A13-Aug-10DSADSADSA18218-Jun-1028-Feb-11CONSCONSTRUCCONSTRUCTION50401-Mar-1101-Feb-13Gunn - Gunn - ParkinGunn - Parking and Drop Off120317-Sep-09 A09-Apr-14PLANPLANNINGPLANNING7217-Sep-09 A08-Dec-09DESIGDESIGNDESIGN22009-Dec-0912-Oct-10DSADSADSA13313-Oct-1015-Apr-11CONSCONSTRUCCONSTRUCTION24601-May-1309-Apr-14Paly - CPaly - CentraPaly - Central Plant Assesment8924-Jun-09 A26-Oct-09Paly - LPaly - LandscPaly - Landscape Master Plan6122-Sep-09 A15-Dec-09CEQA PCEQA ProcesCEQA Process7601-Jul-09 A16-Dec-09JJASJAJJAJAJJASJAJJASJFAJJASDJAJJASJAJJAS2008200920102011201220132014PALO ALTO UNIFIED SCHOOL DISTRICT MEASURE "A" BOND PROGRAM MASTER SCHEDULE SUMMARY 05-Oct-09 11:00DesignPlanningBid and AwardConstructionDSACloseoutPage 1 of 4TASK filter: All Activities© Primavera Systems, Inc. Activity IDPhaseActivity NameOriginalDurationStartFinishGunn NGunn New GyGunn New Gymnasium94221-Apr-09 A28-Nov-12PLANPLANNINGPLANNING11121-Apr-09 A22-Sep-09 ADESIGDESIGNDESIGN21116-Sep-09 A30-Jun-10DSADSADSA17301-Jul-1028-Feb-11CONSCONSTRUCCONSTRUCTION82630-Sep-0928-Nov-12Paly - HPaly - Home SPaly - Home Side Bleachers31217-Aug-09 A08-Nov-10PLANPLANNINGPLANNING0DESIGDESIGNDESIGN17517-Aug-09 A29-Apr-10DSADSADSA8701-Oct-09 A28-Jan-10CONSCONSTRUCCONSTRUCTION21906-Jan-1008-Nov-10Paly - MPaly - Multi UPaly - Multi Use Field Improvements55303-Nov-08 A16-Nov-10PLANPLANNINGPLANNING5203-Nov-08 A13-Jan-09 ADESIGDESIGNDESIGN6803-Nov-08 A17-Feb-09 ADSADSADSA16118-Feb-09 A30-Sep-09 ACONSCONSTRUCCONSTRUCTION24804-Jan-1016-Nov-10Paly NePaly New ClaPaly New Classroom Building & Medi...145120-Apr-09 A03-Nov-14PLANPLANNINGPLANNING11220-Apr-09 A22-Sep-09 ADESIGDESIGNDESIGN24623-Sep-09 A01-Sep-10DSADSADSA17628-Jun-1028-Feb-11CONSCONSTRUCCONSTRUCTION96501-Mar-1103-Nov-14Paly - NPaly - New ThPaly - New Theater and Sitework124809-Sep-09 A11-Jun-14JJASJAJJAJAJJASJAJJASJFAJJASDJAJJASJAJJAS2008200920102011201220132014PALO ALTO UNIFIED SCHOOL DISTRICT MEASURE "A" BOND PROGRAM MASTER SCHEDULE SUMMARY 05-Oct-09 11:00DesignPlanningBid and AwardConstructionDSACloseoutPage 2 of 4TASK filter: All Activities© Primavera Systems, Inc. Activity IDPhaseActivity NameOriginalDurationStartFinishPLANPLANNINGPLANNING14209-Sep-09 A16-Mar-10DESIGDESIGNDESIGN27217-Mar-1031-Mar-11DSADSADSA17201-Apr-1128-Nov-11CONSCONSTRUCCONSTRUCTION66229-Nov-1111-Jun-14Paly - EPaly - El CamPaly - El Camino Field Improvements25216-Dec-08 A17-Nov-09DESIGDESIGNDESIGN20516-Dec-08 A09-Feb-09 ADSADSADSA5110-Feb-09 A01-Jun-09 ACONSCONSTRUCCONSTRUCTION15824-Mar-09 A17-Nov-09JordanJordan New CJordan New Classroom Wing & Mode...107703-Nov-08 A18-Dec-12PLANPLANNINGPLANNING22503-Nov-08 A30-Sep-09DESIGDESIGNDESIGN21917-Sep-09 A20-Jul-10DSADSADSA17921-Jul-1028-Mar-11CONSCONSTRUCCONSTRUCTION45721-Mar-1118-Dec-12StanforStanford NewStanford New Classroom Wing115303-Nov-08 A10-Apr-13PLANPLANNINGPLANNING27903-Nov-08 A08-Sep-09 ADESIGDESIGNDESIGN25213-Oct-0929-Sep-10DSADSADSA17330-Sep-1030-May-11CONSCONSTRUCCONSTRUCTION49323-May-1110-Apr-13TermanTerman AdmTerman Admin Wing Addition & Mode...117103-Nov-08 A03-May-13PLANPLANNINGPLANNING19603-Nov-08 A09-Sep-09 ADESIGDESIGNDESIGN23606-Oct-0931-Aug-10JJASJAJJAJAJJASJAJJASJFAJJASDJAJJASJAJJAS2008200920102011201220132014PALO ALTO UNIFIED SCHOOL DISTRICT MEASURE "A" BOND PROGRAM MASTER SCHEDULE SUMMARY 05-Oct-09 11:00DesignPlanningBid and AwardConstructionDSACloseoutPage 3 of 4TASK filter: All Activities© Primavera Systems, Inc. Activity IDPhaseActivity NameOriginalDurationStartFinishDSADSADSA17301-Sep-1029-Apr-11CONSCONSTRUCCONSTRUCTION52502-May-1103-May-13ElemenElementary SElementary School Growth Plan0GarlandGarland SchoGarland School Modernization34903-Nov-08 A31-Aug-09PLANPLANNINGPLANNING8703-Nov-08 A03-Mar-09 ADESIGDESIGNDESIGN26204-Mar-09 A31-Aug-09OhloneOhlone New COhlone New Classroom Wing87603-Nov-08 A12-Mar-12PLANPLANNINGPLANNING8703-Nov-08 A03-Mar-09 ADESIGDESIGNDESIGN23004-Mar-09 A19-Jan-10DSADSADSA17204-Jan-1031-Aug-10CONSCONSTRUCCONSTRUCTION39901-Sep-1012-Mar-12TeachinTeaching WaTeaching Walls Casework66209-Apr-09 A25-Aug-11Pilot PPilot ProjectPilot Project20809-Apr-09 A07-Sep-09PhasePhase 1Phase 121502-Nov-0927-Aug-10PhasePhase 2Phase 221401-Nov-1025-Aug-11JJASJAJJAJAJJASJAJJASJFAJJASDJAJJASJAJJAS2008200920102011201220132014PALO ALTO UNIFIED SCHOOL DISTRICT MEASURE "A" BOND PROGRAM MASTER SCHEDULE SUMMARY 05-Oct-09 11:00DesignPlanningBid and AwardConstructionDSACloseoutPage 4 of 4TASK 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 DLM Architects has completed the initial draft master plan for the High Schools, which was approved by the board on March 31, 2009. The CEQA process for both high schools has commenced, with a planned to publish the Initial Study on October 5, 2009. The CEQA Initial Study has been completed and will be posted for Public Review both online and in the District office. The final master plan report will be produced after the CEQA process is complete, with all findings and mitigation measures to be incorporated. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: November 30, 2009 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $230,000 Supplies $1,000 Other $0 Contracts & Services $213,000 Total $ 230,000 Construction & Equipment $0 Contingency $16,000 Total $230,000 • Percent of Budget Expended 66.0% E. BOND PROJECT LIST REFERENCE: 3.1 – 3.14, 4.1 – 4.14 F. PROJECT OVERVIEW: • CEQA initial study is scheduled for public review on October 5, 2009. Page | 6 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 The pool was open for use on June 15, 2009. The shade structure is currently being installed and should be completed by October 14. The ribbon cutting is scheduled for October 27, 2009. Of the $5,013,750 project budget, 95.6%, or $4,548,205 has been expended. Pending Change Orders are currently estimated to be $149,016, which is approximately 38% of the $389,887 construction contingency. The overall project is complete. C. CONTRACT TIME • Current Phase: Construction • Notice To Proceed: June 20, 2009 • Contract Completion Date: April 18, 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 $1,000 Other $0 Contracts & Services $542,350 Total $5,013,750 Construction & Equipment $4,377,649 Contingency $92,751 Total $5,013,750 • Percent of Budget Expended 83.0% E. CONTINGENCY • Starting Contingency Balance $ 389,887 • Remaining Contingency Balance $121,017 • Percent Of Changes 31% (Change Orders + Construction Change Directives vs. Original Contract) F. BOND PROJECT LIST REFERENCE: 3.12 G. PROJECT OVERVIEW: • The ribbon cutting is scheduled for October 27, 2009. Page | 7 Gunn High School Industrial Arts Renovation A. PROJECT TEAM Project Manager: Alex Morrison, Gilbane Building Company Architect/Engineer: VBN Architects General Contractor: Svala Construction B. PROJECT STATUS Svala Construction has completed HVAC and electrical rough-in and the building is currently ‘closed’ for rain protection, and drywall installation has begun. The project is scheduled to be complete on November 25, 2009. Of the $5,519,032 project budget, 62.4% or $2,775,308 has been expended. Pending change orders are currently estimated to be $123,479 which is approximately 35% of the $349,000 construction contingency. The overall project is approximately 86% complete. C. CONTRACT TIME • Current Phase: Construction • Notice To Proceed: January 5, 2009 • Contract Completion Date: Nov. 25, 2009 • Original Contract Days: 324 Days • Total Days Elapsed: 237 Days • Total Days Remaining: 87 Days • Rain Days: 0 Days D. BUDGET/FUNDING • Funding Budget State Funds 0 Salaries and Benefits $0 Bond Funds $5,518,518 Supplies $0 Other $0 Contracts & Services $1,267,676 Total $5,518,518 Construction & Equipment $4,154,000 Contingency $96,842 Total $5,518,518 • Percent of Budget Expended 49.6% E. CONTINGENCY • Starting Contingency Balance $349,000 • Remaining Contingency Balance $232,585 • Percent Of Changes 35% (Change Orders + Construction Change Directives vs. Original Contract) F. BOND PROJECT LIST REFERENCE: 3.1, 3.7, 3.11 G. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 8 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 received board approval on September 22, 2009 to proceed with schematic design. Meetings with the Math and English departments have commenced to review interior elevations, built-in furnishings and equipment for typical classrooms. DLM is scheduled to present the final schematic design for this building to the board in December 2009. The overall project is approximately 4% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: December 15 , 2009 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 Contingency $ 164,272 Total $24,120,000 • Percent of Budget Expended 0.33% E. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 F. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 9 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 DLM and the district’s traffic consultant met with the City School Traffic Safety Committee to review the Group 1 projects and the potential impacts on traffic and parking. Design of the interim parking and drop off plan will be incorporated into the portable relocation project. The project is scheduled to begin construction after completion of the new classroom buildings and the new gymnasium. The overall project is approximately 2% complete. C. CONTRACT TIME • Current Phase: Conceptual Design • Planned Completion for Current Phase: December 15, 2009 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 Contingency $ 121,182 Total $3,940,000 • Percent of Budget Expended 0.01% E. BOND PROJECT LIST REFERENCE: 5.5 F. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 10 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 received board approval on September 22, 2009 to proceed with schematic design. DLM met with the Athletic and PE departments to finalize the floor plans. The existing gymnasium modernization scope includes the wrestling room and a PE classroom. DLM will also meet with the PE department to review interior elevations, finishes, and major equipment. The overall project is approximately 4% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: December 15, 2009 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 Contingency $ 84,029 Total $13,830,000 • Percent of Budget Expended 0.16% E. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 F. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 11 Palo Alto High School Home-side Bleacher Replacement A. PROJECT TEAM Project Manager: Arnold Teten, Gilbane Building Company Architect/Engineer: Verde Design, Inc. B. PROJECT STATUS Verde Design has submitted working drawings for the bleachers to DSA for review. The board will review an update to the project that will include replacement of the visitors side bleachers in October. This project will be constructed during the summer 2010. The overall project is approximately 24% complete. C. CONTRACT TIME • Current Phase: DSA Review • Planned Completion for Current Phase: DSA Approval anticipated March, 2009 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $1,358,437 Supplies $0 Other $0 Contracts & Services $221,281 Total $1,358,437 Construction & Equipment $1,098,590 Contingency $38,566 Total $1,358,437 • Percent of Budget Expended 6.51% E. BOND PROJECT LIST REFERENCE: 4.13 F. PROJECT OVERVIEW: • Construction documents submitted to DSA on September 28, 2009. Page | 12 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 DSA to bid this project, which is scheduled for early 2010. Construction is scheduled to begin in May after completion of the baseball and softball seasons. The overall project is approximately 24% complete. C. CONTRACT TIME • Current Phase: DSA Review • Planned Completion for Current Phase: September 30, 2009 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 $646,593 Total $4,078,054 Construction & Equipment $ 3,312,683 Contingency $ 118,778 Total $4,078,054 • Percent of Budget Expended 6.59% E. BOND PROJECT LIST REFERENCE: 4.14 F. PROJECT OVERVIEW: • DSA approved on September 30, 2009. Schedule to bid in January, 2010. Page | 13 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 received board approval on September 22, 2009 to proceed with schematic design. DLM met with the Math and History/Social Sciences departments to review interior elevations, built-in furnishings and equipment for the typical classrooms. In addition, DLM reviewed furnishing, equipment, and major finishes with the Media Arts department. The overall project is approximately 4% complete. C. CONTRACT TIME • Current Phase: Schematic Design • Planned Completion for Current Phase: December 15, 2009 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 Contingency $225,620 Total $34,220,000 • Percent of Budget Expended 0.31% E. BOND PROJECT LIST REFERENCE: 4.1 - 4.3 F. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Page | 14 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 Group, conducted an informational meeting for the theater arts departments, and received each department’s program statements. The Shalleck Group will return in October with a project program for review with the departments. The campus has also submitted a grant application for Proposition 1D funding for this project, which will be responded to in December. C. CONTRACT TIME • Current Phase: Planning • Planned Completion for Current Phase: March, 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 Contingency $109,223 Total $17,720,000 • Percent of Budget Expended 0.01% E. BOND PROJECT LIST REFERENCE: 4.11 F. PROJECT OVERVIEW: • Planning phase commenced September 9, 2009. Page | 15 Jordan Middle School A. PROJECT TEAM Project Manager: Lori Alvarez, O’Connor Construction Management, Inc. Architect/Engineer: AEDIS Architecture and Planners B. PROJECT STATUS The Board of Education approved the Jordan conceptual plan on September 8, 2009. AEDIS commenced schematic design with the first round of programming meetings with the design groups on September 17. AEDIS is scheduled to return to the design groups with initial layouts in early October that reflects input from the design committee. Soils testing and survey work is being scheduled for early October. 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 $17,943,191 Supplies $0 Other $0 Contracts & Services $3,493,880 Total $ 17,943,191 Construction & Equipment $13,949,500 Contingency $499,811 Total $17,943,191 • 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: • Schematic design has commenced on schedule. Page | 16 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 presented recommended conceptual plans for J.L. Stanford to the Board of Education and received approval on September 8 to move into schematic design. AEDIS will begin schematic design with a kick-off meeting and the first round of programming meetings in late October. Soils testing and survey work will commence in October. 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 Contingency $500,697 Total $17,184,697 • 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: • Schematic design to commence in October. Page | 17 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 presented recommended conceptual plans for Terman and received approval on September 8 to move into schematic design. AEDIS will begin schematic design with a kick-off meeting and the first round of programming meetings in early October. Soils testing and survey work will commence in October. 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 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 F. PROJECT OVERVIEW: • Schematic design scheduled to commence in October. Page | 18 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 $3,830,739 Total $22,178,544 Construction & Equipment $17,485,000 Contingency $862,805, Total $22,178,544 • Percent of Budget Expended 0.78% E. BOND PROJECT LIST REFERENCE: 1.1, 1.4 – 1.10 F. PROJECT OVERVIEW: • This project has been put on hold. Page | 19 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 Gelfand Partners submitted the design development drawings on September 21, 2009 for district review. The district will be reviewing the plans and cost estimate to ensure program requirements are met and that the design is within budget. Gelfand Partners also met with the district’s traffic engineer in September to discuss the parking lot design improvements and will be presenting their design to the City School Traffic Safety Committee in October. The overall project is approximately 9% complete. C. CONTRACT TIME • Current Phase: Design Development • Planned Completion for Current Phase: October 6, 2009 D. BUDGET/FUNDING • Funding Budget State Funds $0 Salaries and Benefits $0 Bond Funds $11,667,965 Supplies $0 Other $0 Contracts & Services $2,187,575 Total $11,667,965 Construction & Equipment $9,181,991 Contingency $298,399 Total $11,667,965 • Percent of Budget Expended 1.7% E. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 F. PROJECT OVERVIEW: • Design development package submitted 2 weeks late. Gelfand plans to make up time in construction document phase. Page | 20 Elementary School Teaching Walls A. PROJECT TEAM Project Manager: Alex Morrison, Gilbane Building Company Architect/Engineer: Gelfand Partners B. PROJECT STATUS The pilot project teaching walls that were installed at Duveneck and Escondido were reviewed with faculty for feedback on September 9, 2009. After receiving feedback from faculty and staff, Gelfand Partners is moving ahead with studying five school sites, Fairmeadow, Hoover, El Carmelo, Duveneck and Escondido, for the first phase of campus-wide installation and working on design development documents for these school sites. Gelfand will submit the design development drawings in late October for district review. The overall project is approximately 22% complete. C. CONTRACT TIME • Current Phase: Construction Documents • Planned Completion for Current Phase: October 31, 2009 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 Contingency $205,095 Total $7,044,987 • Percent of Budget Expended 0.89% E. BOND PROJECT LIST REFERENCE: 1.9 F. PROJECT OVERVIEW: • Design for Phase 1, campus-wide installation, has commenced. 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.