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Monthly Reports 2011-02 (Feb) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through February 2011 Current 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 Program Schedule Summary Capital Projects Gunn High School – New Classroom Buildings A & B page 6 Gunn High School – Parking and Drop‐off Sitework Improvement page 7 Gunn High School – New Gymnasium page 8 Gunn High School – Air Conditioning of Existing Buildings page 9 Palo Alto High School – Athletic Stadium Improvements 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 Duveneck Elementary School page 19 Elementary Classroom Improvements page 20 Technology page 21 Completed Capital Projects Gunn High School – Industrial Arts Renovation page 22 Gunn High School – Aquatic Center page 23 Middle School Pre‐Design page 24 Middle School Interim Classrooms page 25 Inactive Capital Projects Garland Elementary School page 26 Elementary School Teaching Walls – Phase 1 Schools page 27 High School Master Plan page 28 Hoover Elementary School page 29 Appendix Exhibit A – Bond Project List Page | 3 EXECUTIVE SUMMARY CAPITAL PROJECTS Gunn High School – New Classroom Buildings A & B The Division of State Architect (DSA) completed their plan review and final approval is anticipated in March 2011. Current estimates are over budget, so alternate packages are being developed to mitigate this potential budget shortfall. Prequalification of contractors is underway, as the project is anticipated to bid in April 2011. Gunn High School – Parking and Drop‐off Sitework Improvement No further action occurred on this project. Design for the parking and drop‐off improvements will recommence with the planning of group 2 projects. Gunn High School – New Gymnasium DLM has received all review comments from DSA and are expected to receive approval in March 2011. Prequalification of contractors is underway, as the project is anticipated to bid in April 2011. Gunn High School – Air Conditioning of Existing Buildings DSA approval was received on February 10, 2011 and estimates show that the project is within budget. Staff asked the BOE for authorization to bid on February 22, 2011 and the bid opening is scheduled for March 28, 2011. Palo Alto High School – Athletics Stadium Improvements DLM presented and received approval of the schematic design from the FSC on February 2, 2011. The schematic design was also presented to the BOE on February 22, 2011, with approval anticipated on March 8, 2011. DLM will submit the bleacher design and the concession stand design as separate projects to DSA in March 2011. Palo Alto High School – Multi‐use Field The fields were available for play on February 1, 2011, and final change order negotiations are expected to be complete in March 2011. Palo Alto High School – Classroom Building and Media Arts Building DSA complete their plan review and provided comments to DLM, with final approval anticipated in March 2011. Prequalification of contractors is underway, as the project is anticipated to bid in April 2011. Palo Alto High School – Performing Arts Center (PAC) DLM presented the alternate schematic design for the single story, 472‐seat facility to the FSC on February 2, 2011. The design was recommended to staff for approval, since it is in line with the campus master project budget. Estimating of this alternate design was completed on February 18, 2011 and DLM is anticipated to present schematic design to the BOE in April 2011, pending review of the reduced seating capacity. Jordan Middle School DSA continues to review the submitted plans and approval is anticipated in late summer 2011. Concurrent with DSA’s review, Gilbane will perform cost estimating and constructability reviews for the project. A value engineering (VE), alternate bid strategy and phasing session with staff and AEDIS is also planned to occur in March 2011. The goal will be to prioritize alternates and maximize flexibility in order to remain within the budget. J.L. Stanford Middle School Cost estimating, constructability reviews, and VE efforts continued through February 2011 on the design development package. AEDIS will submit 50% construction documents and an estimate update to the district for review in March 2011. Page | 4 Terman Middle School DSA continues to review the submitted plans and approval is anticipated in late summer 2011. During DSA’s review, Gilbane is performing cost estimating and constructability reviews for the project. In order to ensure this project remains within budget, alternate bid strategies and phasing options are being considered. Fairmeadow Elementary School – New Classroom Building and Modernization Gelfand presented an updated site plan to the site committee on February 28, 2011, and is continuing with construction documents for the 50% CD submittal on March 14, 2011. Construction documents will include recommendations based on the VE session completed in January 2011. DSA submittal is anticipated on April 8, 2011. Ohlone Elementary School – New Classroom Building and Modernization Jeff Luchetti Construction continues steel and wood framing of the building. These activities will continue into March 2011, with MEP rough‐in to commence shortly after. Duveneck Elementary School – New Classroom Buildings and Modernization Gelfand commenced schematic design with the user groups on February 9, 2011 and February 23, 2011. Design meetings will continue with users in March 2011, with a community meeting and presentation to the BOE anticipated for April 2011. Elementary Classroom Improvements DSA is reviewing Phase 1 plans for work that includes new lighting, adding operable windows and coverings, ventilation, and replacement of ceiling tiles for classrooms at Barron Park and El Carmelo elementary schools. The authorization to bid has been placed on hold pending further discussions with the BOE about elementary growth planning. The project is also funding the installation of new interactive whiteboards and sound assist systems. Phases 4 and 5 bids for installation at Duveneck, El Carmelo, Hoover and Nixon were opened on February 28, 2011. Staff will seek authorization to award from the BOE on March 8, 2011. Technology 80% of the computer purchases planned for the 2010/11 school year have been made. The district continues to purchase more Apple products than PC products. In addition to traditional desktops and laptops, schools have purchased iPod touches, iPads and netbooks for pilot projects. COMPLETED CAPITAL PROJECTS Gunn High School – Industrial Arts Addition & Renovation Of the $5,511,500 project budget, 90.5% or $4,987,908 was expended. Approved change orders were $145,184, approximately 41.6% of the $349,000 construction contingency, or 5.7% of the construction contract. This project will be closed pending final closeout of the project by DSA. Gunn High School – Aquatic Center Of the $5,013,750 project budget, 96.9%, or $4,858,324 was expended. Approved change orders were $194,554, approximately 49.9% of the $389,887 construction contingency, or 5.0% of the construction contract. This project will be closed pending final closeout of the project by DSA. Middle Schools Pre‐Design – Jordan, J.L. Stanford and Terman AEDIS presented recommended concept plans for each campus to the Board of Education on June 23 for discussion and received approval on September 8 by the Board of Education to move into schematic design. This project is now closed, and funds will soon be transferred to program contingency. Page | 5 Middle Schools Interim Housing – Jordan and J.L. Stanford Contractors completed the installation of these new portables on August 3, 2009 at Jordan and August 12, 2009 at Stanford. Of the $1,047,186 project budget, 48.9%, or $512,074 was expended. Change Orders were $25,980, which is approximately 49.6% of the $52,379 construction contingency or 5% of the construction contracts. These projects will be closed pending final closeout of the projects by DSA. INACTIVE CAPITAL PROJECTS 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 placed this project on hold after review of the implementation of other classroom improvements, as recommended by the elementary school principals. This project has been renamed ‘Elementary Classroom Improvements’ (see Capital Projects summary above). High School Master Plan The Board of Education (BOE) approved the Palo Alto high school updated master plan project list on October 9, 2010 and no further action on the high school master plans is planned. Hoover Elementary School – Pre‐Design Staff has put this project on hold until growth projections are reviewed and a growth plan is established for the elementary schools. No Board Actions in February A B C C / A B - C C / B A - BGunn High School - High School Master Plan 145,000 142,391 117,416 81.0% 24,975 82.46% 2,609Gunn High School 1 - Aquatic Center 5,013,750 4,865,424 4,860,823 96.9% 4,601 99.91% 148,326Gunn High School 2 - I.A Building 5,511,500 5,055,070 5,016,404 91.0% 38,666 99.24% 456,430Gunn High School 3 - AD2- close out 5,777 5,777 5,777 100.0% 0 100.00% 0Gunn High School 4 - New classroom Buildings 24,120,000 4,015,328 2,492,314 10.3% 1,523,014 62.07% 20,104,672Gunn High School 5 - Parking & Drop Off improvements 3,940,000 217,770 4,041 0.1% 213,729 1.86% 3,722,230Gunn High School 6- New/Auxiliary Gymnasium 13,830,000 1,617,196 741,645 5.4% 875,551 45.86% 12,212,804Gunn High School 7- A/C 2,600,000 319,199 130,061 0.0% 189,138 40.75% 2,280,801Gunn High School - Reserved 20,945,045 0 0 0.0% 0 0.00% 20,945,045Palo Alto High Schools - High School Master Plan 145,000 142,997 128,442 88.6% 14,555 89.82% 2,003Palo Alto High School 1 - Stadium Field 1,358,437 592,540 204,400 15.0% 388,140 34.50% 765,897Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 3,002,063 2,988,139 2,804,292 93.4% 183,847 93.85% 13,924Palo Alto high School 3 - New classroom & Media Art Building 37,140,000 5,125,106 2,668,944 7.2% 2,456,162 52.08% 32,014,894Palo Alto High School 4 - New Theater 17,720,000 1,364,138 146,441 0.8% 1,217,697 10.74% 16,355,862Palo Alto High School - Reserved 39,428,045 0 0 0.0% 0 0.00% 39,428,045Jordan Middle School -Program Management- MS Pre-Design 33,665 18,890 17,826 53.0% 1,064 94.37% 14,775Jordan Middle Schools 1- Interim Classrooms 600,342 176,573 164,525 27.4% 12,048 93.18% 423,769Jordan Middle School 2- Improvements 17,943,194 2,655,813 1,056,117 5.9% 1,599,696 39.77% 15,287,381J.L.S Middle School - Program Management- MS Pre-Design 33,669 18,799 18,408 54.7% 391 97.92% 14,870J.L.S Middle School 1 - Interim Classrooms 446,844 364,654 336,929 75.4% 27,725 92.40% 82,190 J.L.S Middle School 2- Improvements 17,184,699 2,774,572 859,090 5.0% 1,915,482 30.96% 14,410,127Terman Middle School - Program Management- MS Pre-Design 33,666 18,799 18,423 54.7% 376 98.00% 14,867Terman Middle School 1- Improvements 12,850,071 1,937,074 790,718 6.2% 1,146,356 40.82% 10,912,997PAUSD Elementary Schools - Program Management- Elem. Growth Plan 145,000 55,560 55,560 38.3% 0 100.00% 89,440Addison Elementary School 1-Phase I 5,199,727 21,017 2,373 0.0% 18,644 11.29% 5,178,710Briones Elementary School 1-Phase I 701,925 0 0 0.0% 0 0.00% 701,925Duveneck Elementary School 1-Phase I 7,019,083 49,351 46,851 0.7% 2,500 94.93% 6,969,732Garland Elementary School 1- Phase I 22,178,544 281,279 280,113 1.3% 1,166 99.59% 21,897,265El Carmelo Elementary School 1-Phase I 641,760 0 0 0.0% 0 0.00% 641,760Escondido Elementary School 1-Phase I 6,202,343 0 0 0.0% 0 0.00% 6,202,343Fairmeadow Elementary School 1- Phase I 9,327,500 1,517,932 444,770 4.8% 1,073,162 29.30% 7,809,568Hays Elementary School 1-Phase I 4,793,814 0 0 0.0% 0 0.00% 4,793,814Hoover Elementary School 1-Phase I 8,575,389 70,910 57,165 0.7% 13,745 80.62% 8,504,479Nixon Elementary School 1-Phase I 802,200 0 0 0.0% 0 0.00% 802,200Ohlone Elementary School 1- Phase I 11,667,965 10,559,873 2,605,120 22.3% 7,954,753 24.67% 1,108,092Palo Verde Elementary School 1-Phase I 3,482,885 0 0 0.0% 0 0.00% 3,482,885Barron Park Elementary School 1-Phase I 641,760 0 0 0.0% 0 0.00% 641,760 Elementary Schools 1 - Elementary Classroom Improvements * 8,887,522 1,344,046 1,005,017 11.3% 339,029 74.78% 7,543,476Elementary Schools - Reserved 8,410,862 0 0 0.0% 0 0.00% 8,410,862PAUSD - Program Management 5,042,021 3,842,118 3,042,100 60.3% 800,018 79.18% 1,199,903PAUSD - Technology 7,101,063 3,611,695 3,562,059 50.2% 49,636 98.63% 3,489,368PAUSD - Technology -Reserved 6,806,302 0 0 0.0% 0 0.00% 6,806,302PAUSD - Reserved 7,185,694 0 0 0.0% 0 0.00% 7,185,694Bond Issuance Cost 1,840,700 1,840,700 1,840,700 100.0% 0 100.00% 0Total350,684,826 57,610,730 35,524,864 22,085,866 293,074,095Prepared by: Business Services Department based on QSS accounting SystemExpenditures Budget BalanceCommittedBudgetSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictStrong Schools Bond2/28/2011Percent of ExpendedContract Balance Activity IDActivity NameOriginalDurationemainingDurationchedule %ompleteStartFinishTotalFloatGunn ACGunn AC4091760%01-Jan-10 A31-Oct-1132Gunn - PGunn - Parking and Drop Off12238340%01-Sep-09 A08-May-140ClassrooClassroom Improvements7806530%02-Sep-10 A28-Aug-130Paly - AtPaly - Athletic Stadium Renovation Project8064150%17-Aug-09 A28-Sep-120Paly - NePaly - New Performing Arts Center (PAC)153010260%09-Sep-09 A02-Feb-15-708Garland Garland School Modernization16800%03-Nov-08 A24-Jun-09 AFairmeadFairmeadow Elementary School11946340%14-Dec-09 A01-Aug-13-316DuvenecDuveneck Elementary School9867790%13-May-10 A20-Feb-14-461Hoover EHoover Elementary School14600%12-May-10 A01-Dec-10 ATeachingTeaching Walls Casework17200%06-Apr-09 A28-Sep-09 AGunn- InGunn- Industrial Arts Renovation45100%01-Oct-08 A24-Jun-10 AJordan NJordan New Classroom Wing & Modernization12516420%03-Nov-08 A12-Aug-13-323Gunn NeGunn New Gym8613780%21-Apr-09 A07-Aug-12-59Gunn NeGunn New Classroom Buildings A and B11216370%20-Apr-09 A06-Aug-13-318Paly NewPaly New Media Arts and Classroom Building11216370%20-Apr-09 A06-Aug-13-318StanfordStanford New Classroom Wing12406410%03-Nov-08 A09-Aug-13-322Terman ATerman Admin Wing Addition & Modernization12406400%03-Nov-08 A09-Aug-13-321Paly - MuPaly - Multi Use Field Improvements652220%03-Nov-08 A29-Mar-11296Ohlone EOhlone Elementary School8232180%03-Nov-08 A29-Dec-11100SNDJFAJJASONDJFAMJJASNDJFMAJJASNDJFAMJJASONDJFAMJJASNDJFMAJJASNDJFMAJ31-Oct-11, Gunn AC08-May-14, Gunn - Parking28-Aug-13, Classroom Improvements28-Sep-12, Paly - Athletic Stadium Renovation Project02-Feb-124-Jun-09 A, Garland School Modernization01-Aug-13, Fairmeadow Elementary School20-Feb-14, Duveneck Elementar01-Dec-10 A, Hoover Elementary School28-Sep-09 A, Teaching Walls Casework24-Jun-10 A, Gunn- Industrial Arts Renovation12-Aug-13, Jordan New Classroom Wing & M07-Aug-12, Gunn New Gym06-Aug-13, Gunn New Classroom Buildings A06-Aug-13, Paly New Media Arts and Classroo09-Aug-13, Stanford New Classroom Wing09-Aug-13, Terman Admin Wing Addition & M29-Mar-11, Paly - Multi Use Field Improvements29-Dec-11, Ohlone Elementary SchoolPAUSD Strong Schools Bond Master ScheduleClassic WBS Layout10-Mar-11 16:18Actual WorkRemaining WorkCritical Remaining WorkMilestoneSummaryPage 1 of 1TASK filter: All Activities(c) Primavera Systems, Inc. Page | 6 Gunn High School New Classroom Buildings A & B A. PROJECT STATUS The Division of State Architect (DSA) completed their plan review and final approval is anticipated in March 2011. Current estimates are over budget, so alternate packages are being developed to mitigate this potential budget shortfall. Prequalification of contractors is underway, as the project is anticipated to bid in April 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule under DSA’s anticipated review time. Budget estimates are currently over budget, which will be evaluated at bid time. Funding State Funds $0 Strong Schools Bond Funds $24,120,000 Other Funding $0 Total $24,120,000 Budget Salaries and Benefits $12,192 Supplies $0 Contracts & Services $4,451,369 Construction & Equipment $19,567,102 Soft Costs Contingency $125,336 Total $24,120,000 Percent of Budget Expended 10.3% Current Phase: DSA Review Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 Conceptual Design (2) September 8, 2009 BOE Approval September 22, 2009 Schematic Design (2) January 12, 2010 BOE Approval January 26, 2010 Submit to DSA August 4, 2010 Authorize to Bid (2) March 8, 2011* BOE Approval March 22, 2011* Approval by DSA March 30, 2011* Bid Opening April 28, 2011* Award of Contract (1) May 4, 2011* Notice to Proceed June 6, 2011* Substantial Completion June 14, 2013* Planned Occupancy August 6, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 7 Gunn High School Parking and Drop‐off Sitework Improvement A. PROJECT STATUS No further action occurred on this project. Design for the parking and drop‐off improvements will recommence with the planning of group 2 projects. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 5.5 D. PROJECT OVERVIEW: • Design will recommence with the planning of group 2 projects. Funding State Funds $0 Strong Schools Bond Funds $3,940,000 Other Funding $0 Total $3,940,000 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $898,978 Construction & Equipment $2,919,840 Soft Costs Contingency $121,182 Total $3,940,000 Percent of Budget Expended 0.1% Current Phase: Conceptual Design Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 Conceptual Design (2) June 1, 2011* BOE Approval June 15, 2011* Schematic Design (2) September 27, 2011* BOE Approval October 4, 2011* Submit to DSA August 9, 2012* Approval by DSA March 13, 2013* Authorize to Bid (2) March 14, 2013* BOE Approval March 27, 2013* Bid Opening June 26, 2013* Award of Contract (1) July 31, 2013* Notice to Proceed September 4, 2013* Substantial Completion March 13, 2014* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 8 Gunn High School New Gymnasium A. PROJECT STATUS DLM has received all review comments from DSA and are expected to receive approval in March 2011. Prequalification of contractors is underway, as the project is anticipated to bid in April 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule under DSA’s anticipated review time and within budget. Funding State Funds $0 Strong Schools Bond Funds $13,830,000 Other Funding $0 Total $13,830,000 Budget Salaries and Benefits $0 Supplies $1,001 Contracts & Services $2,650,520 Construction & Equipment $11,094,450 Soft Costs Contingency $84,029 Total $13,830,000 Percent of Budget Expended 5.4% Current Phase: DSA Review Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 Conceptual Design (2) September 8, 2009 BOE Approval September 22, 2009 Schematic Design (2) January 12, 2010 BOE Approval January 26, 2010 Submit to DSA August 4, 2010 Authorize to Bid (2) March 8, 2011* BOE Approval March 22, 2011* Approval by DSA April 4, 2011* Bid Opening May 5, 2011* Award of Contract (1) May 13, 2011* Notice to Proceed June 1, 2011* Substantial Completion July 18, 2012* Planned Occupancy August 7, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 9 Gunn High School Air Conditioning of Existing Buildings A. PROJECT STATUS DSA approval was received on February 10, 2011 and estimates show that the project is within budget. Staff asked the BOE for authorization to bid on February 22, 2011 and the bid opening is scheduled for March 28, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.7 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule and within budget. DSA approval received February 10, 2011. Funding State Funds $0 Strong Schools Bond Funds $2,600,000 Other Funding $0 Total $2,600,000 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $454,610 Construction & Equipment $2,120,580 Soft Costs Contingency $24,810 Total $2,600,000 Percent of Budget Expended 0.0% Current Phase: Bid & Award Schedule: Architect Contract (2) March 27, 2010 BOE Approval April 6, 2010 Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA October 20, 2010 Approval by DSA February 10, 2011 Authorize to Bid (2) February 22, 2011 BOE Approval March 8, 2011* Bid Opening March 28, 2011* Award of Contract (1) April 5, 2011* Notice to Proceed April 8, 2011* Substantial Completion August 8, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 10 Palo Alto High School Athletic Stadium Improvements A. PROJECT STATUS DLM presented and received approval of the schematic design from the FSC on February 2, 2011. The schematic design was also presented to the BOE on February 22, 2011, with approval anticipated on March 8, 2011. DLM will submit the bleacher design and the concession stand design as separate projects to DSA in March 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.13 D. PROJECT OVERVIEW: • Project presented to BOE on February 22, 2011. Funding State Funds $0 Strong Schools Bond Funds $1,358,437 Other Funding $0 Total $1,358,437 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $259,847 Construction & Equipment $1,098,590 Soft Costs Contingency $0 Total $1,358,437 Percent of Budget Expended 15.0% Current Phase: Schematic Design Schedule: Architect Contract (2) January 26, 2010 BOE Approval February 9, 2010 Conceptual Design (2) June 1, 2010 BOE Approval June 22, 2010 Schematic Design (2) February 22, 2011 BOE Approval March 8, 2011* Submit to DSA March 7, 2011* Approval by DSA September 2, 2011* Authorize to Bid (2) July 25, 2011* BOE Approval August 8, 2011* Bid Opening October 6, 2011* Award of Contract (1) October 4, 2011* Notice to Proceed October 21, 2011* Substantial Completion August 20, 2012* Planned Occupancy September 15, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 11 Palo Alto High School Multi‐Use Field A. PROJECT STATUS The fields were available for play on February 1, 2011, and final change order negotiations are expected to be complete in March 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.14 D. PROJECT OVERVIEW: • Field was open for use on February 1, 2011. Funding State Funds $0 Strong Schools Bond Funds $3,002,063 Other Funding $1,075,991 Total $4,078,054 Budget Salaries and Benefits $0 Supplies $6 Contracts & Services $678,289 Construction & Equipment $3,380,258 Soft Costs Contingency $19,501 Total $4,078,054 Percent of Budget Expended 93.4% Change Order Contingency • Starting Contingency Balance $269,300 • Remaining Contingency Balance $230,579 • Percent of Changes 1.7% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Occupancy –February 1, 2011 Schedule: Architect Contract (2) September 30, 2008 BOE Approval October 14, 2008 Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) November 18, 2008 BOE Approval December 09, 2008 Submit to DSA March 19, 2009 Approval by DSA September 30, 2009 Authorize to Bid (2) February 24, 2009 BOE Approval March 17, 2009 Bid Opening March 16, 2010 Award of Contract (1) April 7, 2010 Notice to Proceed June 1, 2010 Substantial Completion January 31, 2011 Planned Occupancy February 1, 2011 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 12 Palo Alto High School Classroom Building and Media Arts A. PROJECT STATUS DSA complete their plan review and provided comments to DLM, with final approval anticipated in March 2011. Prequalification of contractors is underway, as the project is anticipated to bid in April 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.1 ‐ 4.3 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule under DSA’s anticipated review time. Funding State Funds $0 Strong Schools Bond Funds $37,140,000 Other Funding $0 Total $37,140,000 Budget Salaries and Benefits $14,721 Supplies $0 Contracts & Services $6,955,269 Construction & Equipment $29,740,000 Soft Costs Contingency $430,010 Total $37,140,000 Percent of Budget Expended 7.2% Current Phase: DSA Review Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 Conceptual Design (2) September 8, 2009 BOE Approval September 22, 2009 Schematic Design (2) January 12, 2010 BOE Approval January 26, 2010 Submit to DSA August 4, 2010 Authorize to Bid (2) March 8, 2011* BOE Approval March 22, 2011* Approval by DSA April 4, 2011* Bid Opening May 12, 2011* Award of Contract (1) May 20, 2011* Notice to Proceed June 20, 2011* Substantial Completion July 15, 2013* Planned Occupancy August 6, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 13 Palo Alto High School Performing Arts Center (PAC) A. PROJECT STATUS DLM presented the alternate schematic design for the single story, 472‐seat facility to the FSC on February 2, 2011. The design was recommended to staff for approval, since it is in line with the campus master project budget. Estimating of this alternate design was completed on February 18, 2011 and DLM is anticipated to present schematic design to the BOE in April 2011, pending review of the reduced seating capacity. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.11 D. PROJECT OVERVIEW: • Project is progressing through the schematic design phase. Funding State Funds $0 Strong Schools Bond Funds $17,720,000 Other Funding $0 Total $17,720,000 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $3,451,077 Construction & Equipment $14,159,700 Soft Costs Contingency $109,223 Total $17,720,000 Percent of Budget Expended 0.8% Current Phase: Schematic Design Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 Conceptual Design (2) June 1, 2010 BOE Approval June 22, 2010 Schematic Design (2) March 8, 2011* BOE Approval March 22, 2011* Submit to DSA November 14, 2011* Approval by DSA June 6, 2012* Authorize to Bid (2) June 7, 2012* BOE Approval June 20, 2012* Bid Opening August 15, 2012* Award of Contract (1) September 3, 2012* Notice to Proceed February 11, 2013* Substantial Completion December 1, 2014* Planned Occupancy January, 2015* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 14 Jordan Middle School A. PROJECT STATUS DSA continues to review the submitted plans and approval is anticipated in late summer 2011. Concurrent with DSA’s review, Gilbane will perform cost estimating and constructability reviews for the project. A value engineering (VE), alternate bid strategy and phasing session with staff and AEDIS is also planned to occur in March 2011. The goal will be to prioritize alternates and maximize flexibility in order to remain within the budget. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.6 – 2.8, 2.10 – 2.12, 6.3 – 6.5 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule under DSA’s anticipated review time. Budget estimates are currently over budget. Funding State Funds $0 Strong Schools Bond Funds $17,943,194 Other Funding $0 Total $17,943,194 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $3,522,530 Construction & Equipment $13,949,500 Soft Costs Contingency $471,164 Total $17,943,194 Percent of Budget Expended 5.9% Current Phase: DSA Review Schedule: Architect Contract (2) October 28, 2008 BOE Approval October 30, 2008 Conceptual Design (2) June 23, 2009 BOE Approval September 8, 2009 Schematic Design (2) March 23, 2010 BOE Approval April 27, 2010 Submit to DSA December 21, 2010 Approval by DSA August 22, 2011* Authorize to Bid (2) July 26, 2011* BOE Approval August 23, 2011* Bid Opening September 27, 2011* Award of Contract (1) October 12, 2011* Notice to Proceed October 31, 2011* Substantial Completion July 13, 2013* Planned Occupancy August 9, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 15 J.L. Stanford Middle School A. PROJECT STATUS Cost estimating, constructability reviews, and VE efforts continued through February 2011 on the design development package. AEDIS will submit 50% construction documents and an estimate update to the district for review in March 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.5 – 2.8, 2.11 – 2.12, 6.4, 6.5 D. PROJECT OVERVIEW: • Project currently proceeding within budget and anticipate to submit to DSA in April, 2011. Funding State Funds $0 Strong Schools Bond Funds $17,184,699 Other Funding $0 Total $17,184,699 Budget Salaries and Benefits $0 Supplies $3,458 Contracts & Services $3,354,000 Construction & Equipment $13,341,000 Soft Costs Contingency $486,241 Total $17,184,699 Percent of Budget Expended 5.0% Current Phase: Construction Documents Schedule: Architect Contract (2) October 28, 2008 BOE Approval October 30, 2008 Conceptual Design (2) June 23, 2009 BOE Approval September 8, 2009 Schematic Design (3) June 1, 2010 BOE Approval June 22, 2010 BOE Approval (Sitework) September 28, 2010 Submit to DSA April 12, 2011* Approval by DSA December 12, 2011* Authorize to Bid (2) December 13, 2011* BOE Approval December 27, 2011* Bid Opening January 31, 2012* Award of Contract (1) January 25, 2012* Notice to Proceed February 9, 2012* Substantial Completion June 26, 2013* Planned Occupancy August 9, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 16 Terman Middle School A. PROJECT STATUS DSA continues to review the submitted plans and approval is anticipated in late summer 2011. During DSA’s review, Gilbane is performing cost estimating and constructability reviews for the project. In order to ensure this project remains within budget, alternate bid strategies and phasing options are being considered. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.8, 2.11 – 2.12 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule under DSA’s anticipated review time and within budget. Funding State Funds $0 Strong Schools Bond Funds $12,850,071 Other Funding $0 Total $12,850,071 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $2,492,860 Construction & Equipment $10,031,569 Soft Costs Contingency $325,642 Total $12,850,071 Percent of Budget Expended 6.2% Current Phase: DSA Review Schedule: Architect Contract (2) October 28, 2008 BOE Approval October 30, 2008 Conceptual Design (2) June 23, 2009 BOE Approval September 8, 2009 Schematic Design (2) May 11, 2010 BOE Approval May 25, 2010 Submit to DSA December 21, 2010 Approval by DSA August 23, 2011* Authorize to Bid (2) July 26, 2011* BOE Approval August 23, 2011* Bid Opening September 27, 2011* Award of Contract (1) October 12, 2011* Notice to Proceed October 27, 2011* Substantial Completion July 11, 2013* Planned Occupancy August 9, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 17 Fairmeadow Elementary School New Classroom Building and Modernization A. PROJECT STATUS Gelfand presented an updated site plan to the site committee on February 28, 2011, and is continuing with construction documents for the 50% CD submittal on March 14, 2011. Construction documents will include recommendations based on the VE session completed in January 2011. DSA submittal is anticipated on April 8, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule and within budget. Funding State Funds $0 Strong Schools Bond Funds $9,327,500 Other Funding $0 Total $9,327,500 Budget Salaries and Benefits $0 Supplies $7,697 Contracts & Services $1,831,019 Construction & Equipment $7,443,000 Soft Costs Contingency $45,784 Total $9,327,500 Percent of Budget Expended 4.8% Current Phase: Design Development Schedule: Architect Contract (2) October 13, 2009 BOE Approval October 27, 2009 Conceptual Design (2) March 23, 2010 BOE Approval April 6, 2010 Schematic Design (2) September 14, 2010 BOE Approval September 28, 2010 Submit to DSA April 27, 2011* Approval by DSA December 21, 2011* Authorize to Bid (2) December 28, 2011* BOE Approval January 13, 2012* Bid Opening February 12, 2012* Award of Contract (1) February 17, 2012* Notice to Proceed March 12, 2012* Substantial Completion June 21, 2013* Planned Occupancy August 1, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 18 Ohlone Elementary School New Classroom Building and Modernization A. PROJECT STATUS Jeff Luchetti Construction continues steel and wood framing of the building. These activities will continue into March 2011, with MEP rough‐ in to commence shortly after. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule and within budget. Funding State Funds $0 Strong Schools Bond Funds $11,667,965 Other Funding $0 Total $11,667,965 Budget Salaries and Benefits $0 Supplies $5,467 Contracts & Services $2,348,367 Construction & Equipment $9,169,121 Soft Costs Contingency $145,010 Total $11,667,965 Percent of Budget Expended 22.3% Change Order Contingency • Starting Contingency Balance $748,400 • Remaining Contingency Balance $748,400 • Percent of Changes 0.0% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Construction Schedule: Architect Contract (2) September 30, 2008 BOE Approval October 14, 2008 Conceptual Design (2) March 3, 2009 BOE Approval March 17, 2009 Schematic Design (2) June 2, 2009 BOE Approval June 23, 2009 Submit to DSA November 24, 2009 Authorize to Bid (2) April 27, 2010 BOE Approval May 11, 2010 Approval by DSA May 18, 2010 Bid Opening July 13, 2010 Award of Contract (1) August 3, 2010 Notice to Proceed August 11, 2010 Substantial Completion October 19, 2011* Planned Occupancy December 29, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 19 Duveneck Elementary School New Classroom Buildings and Modernization A. PROJECT STATUS Gelfand commenced schematic design with the user groups on February 9, 2011 and February 23, 2011. Design meetings will continue with users in March 2011, with a community meeting and presentation to the BOE anticipated for April 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Schematic design meetings commenced on February 9, 2011. Funding State Funds $0 Strong Schools Bond Funds $7,019,083 Other Funding $0 Total $7,019,083 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $1,368,869 Construction & Equipment $5,559,683 Soft Costs Contingency $90,531 Total $7,019,083 Percent of Budget Expended 0.7% Current Phase: Schematic Design Schedule: Architect Contract (2) April 27, 2010 BOE Approval May 11, 2010 Conceptual Design (2) December 14, 2010 BOE Approval January 11, 2011 Schematic Design (2) April 26, 2011* BOE Approval May 10, 2011* Submit to DSA October 21, 2011* Approval by DSA June 15, 2012* Authorize to Bid (2) July 27, 2012* BOE Approval August 15, 2012* Bid Opening September 18, 2012* Award of Contract (1) September 26, 2012* Notice to Proceed September 30, 2012* Substantial Completion January 1, 2014* Planned Occupancy January, 2014* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 20 Elementary Classroom Improvements Phase 1 – Barron Park and El Carmelo A. PROJECT STATUS DSA is reviewing Phase 1 plans for work that includes new lighting, adding operable windows and coverings, ventilation, and replacement of ceiling tiles for classrooms at Barron Park and El Carmelo elementary schools. The authorization to bid has been placed on hold pending further discussions with the BOE about elementary growth planning. The project is also funding the installation of new interactive whiteboards and sound assist systems. Phases 4 and 5 bids for installation at Duveneck, El Carmelo, Hoover and Nixon were opened on February 28, 2011. Staff will seek authorization to award from the BOE on March 8, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • Bids opened for Phase 4 and 5 on February 25, 2011. Funding State Funds $0 Strong Schools Bond Funds $8,887,522 Other Funding $0 Total $8,887,522 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $1,194,920 Construction & Equipment $7,488,707 Soft Costs Contingency $203,895 Total $8,887,522 Percent of Budget Expended 11.3% Phase 1 Schools: Barron Park and El Carmelo Current Phase: DSA Review Schedule: Architect Contract (2) June 8, 2010 BOE Approval June 22, 2010 Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) November 9, 2010 BOE Approval December 7, 2010 Submit to DSA December 23, 2010 Approval by DSA May 9, 2011* Authorize to Bid (2) April 15, 2011* BOE Approval April 30, 2011* Bid Opening May 12, 2011* Award of Contract (1) May 24, 2011* Notice to Proceed June 1, 2011* Substantial Completion August 1, 2011* Planned Occupancy August 10, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 21 Technology Improvements A. PROJECT STATUS 80% of the computer purchases planned for the 2010/11 school year have been made. The district continues to purchase more Apple products than PC products. In addition to traditional desktops and laptops, schools have purchased iPod touches, iPads and netbooks for pilot projects. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • New computers delivered to schools. Funding State Funds $0 Strong Schools Bond Funds $7,101,063 Other Funding $0 Total $7,101,063 Budget Salaries and Benefits $0 Supplies & Computers $6,718,468 Contracts & Services $180,173 Construction & Equipment $202,422 Soft Costs Contingency $0 Total $7,101,063 Percent of Budget Expended 50.2% Current Phase: N/A Schedule: Architect Contract (2) N/A BOE Approval N/A Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA N/A Approval by DSA N/A Authorize to Bid (2) N/A BOE Approval N/A Bid Opening N/A Award of Contract (1) N/A Notice to Proceed N/A Substantial Completion N/A Planned Occupancy N/A * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 22 Gunn High School Industrial Arts Addition and Renovation A. PROJECT STATUS Of the $5,511,500 project budget, 90.5% or $4,987,908 was expended. Approved change orders were $145,184, approximately 41.6% of the $349,000 construction contingency, or 5.7% of the construction contract. This project will be closed pending final closeout of the project by DSA. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1, 3.7, 3.11 D. PROJECT OVERVIEW: • The building occupied as scheduled, and the project completed within budget. Funding State Funds $0 Strong Schools Bond Funds $5,511,500 Other Funding $0 Total $5,511,500 Budget Salaries and Benefits $1,063 Supplies $76,657 Contracts & Services $1,225,866 Construction & Equipment $4,207,322 Soft Costs Contingency $592 Total $5,511,500 Percent of Budget Expended 91.0% Change Order Contingency • Starting Contingency Balance $349,000 • Remaining Contingency Balance $141,967 • Percent of Changes 41.6% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Occupancy –January 4, 2010 Schedule: Architect Contract (2) N/A BOE Approval N/A Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA June 17, 2008 Approval by DSA December 24, 2008 Authorize to Bid (2) October 14, 2008 BOE Approval October 28, 2008 Bid Opening December 16, 2008 Award of Contract (1) December 24, 2008 Notice to Proceed January 6, 2009 Substantial Completion November 25, 2009 Planned Occupancy January 4, 2010 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 23 Gunn High School Aquatic Center A. PROJECT STATUS Of the $5,013,750 project budget, 96.9%, or $4,858,324 was expended. Approved change orders were $194,554, approximately 49.9% of the $389,887 construction contingency, or 5.0% of the construction contract. This project will be closed pending final closeout of the project by DSA. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.12 D. PROJECT OVERVIEW: • This project completed within budget. Funding State Funds $0 Strong Schools Bond Funds $5,013,750 Other Funding $0 Total $5,013,750 Budget Salaries and Benefits $0 Supplies $1,000 Contracts & Services $692,797 Construction & Equipment $4,318,858 Soft Costs Contingency $1,095 Total $5,013,750 Percent of Budget Expended 96.9% 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) Current Phase: Occupancy –June 15, 2009 Schedule: Architect Contract (2) N/A BOE Approval N/A Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA December 11, 2007 Approval by DSA April 24, 2008 Authorize to Bid (2) April 8, 2008 BOE Approval April 22, 2008 Bid Opening May 28, 2008 Award of Contract (1) June 4, 2008 Notice to Proceed December 6, 2008 Substantial Completion June 15, 2009 Planned Occupancy June 15, 2009 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 24 Middle School Pre‐Design Jordan, J.L. Stanford and Terman A. PROJECT STATUS AEDIS presented recommended concept plans for each campus to the Board of Education on June 23 for discussion and received approval on September 8 by the Board of Education to move into schematic design. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.12 D. PROJECT OVERVIEW: • This project has been completed on schedule and under budget. Board approval received on September 8, 2009. Funding State Funds $0 Strong Schools Bond Funds $101,000 Other Funding $0 Total $101,000 Budget Salaries and Benefits $0 Supplies $1,000 Contracts & Services $85,000 Construction & Equipment $0 Soft Costs Contingency $15,000 Total $101,000 Percent of Budget Expended 52.9% Current Phase: Complete Schedule: Architect Contract (2) October 28, 2008 BOE Approval October 30, 2008 Conceptual Design (2) June 23, 2009 BOE Approval September 8, 2009 Schematic Design (2) N/A BOE Approval N/A Submit to DSA N/A Approval by DSA N/A Authorize to Bid (2) N/A BOE Approval N/A Bid Opening N/A Award of Contract (1) N/A Notice to Proceed N/A Substantial Completion N/A Planned Occupancy N/A * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 25 Middle Schools Interim Classrooms Jordan and J.L. Stanford A. PROJECT STATUS Contractors completed the installation of these new portables on August 3, 2009 at Jordan and August 12, 2009 at Stanford. Of the $1,047,186 project budget, 48.9%, or $512,074 was expended. Change Orders were $25,980, which is approximately 49.6% of the $52,379 construction contingency or 5% of the construction contracts. These projects will be closed pending final closeout of the projects by DSA. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1, 6.4, 6.5 D. PROJECT OVERVIEW: • This project was completed under budget and on schedule. Funding State Funds $0 Strong Schools Bond Funds $1,047,186 Other Funding $0 Total $1,047,186 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $353,148 Construction & Equipment $691,490 Soft Costs Contingency $2,548 Total $1,047,186 Percent of Budget Expended 48.9% Change Order Contingency • Starting Contingency Balance $52,379 • Remaining Contingency Balance $25,998 • Percent of Changes 49.6% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Occupancy –August 25, 2009 Schedule: Architect Contract (2) October 28, 2008 BOE Approval October 30, 2008 Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA April 14, 2009 Approval by DSA April 22, 2009 Authorize to Bid (2) March 31, 2009 BOE Approval April 14, 2009 Bid Opening May 14, 2009 Award of Contract (1) May 26, 2009 Notice to Proceed June 1, 2009 Substantial Completion August 12, 2009 Planned Occupancy August 25, 2009 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 26 Garland Elementary School Campus Modernization A. 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. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1, 1.4 – 1.10 D. PROJECT OVERVIEW: • This project has been placed on hold. Funding State Funds $0 Strong Schools Bond Funds $22,178,544 Other Funding $0 Total $22,178,544 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $3,915,789 Construction & Equipment $17,400,000 Soft Costs Contingency $862,755 Total $22,178,544 Percent of Budget Expended 1.3% Current Phase: On Hold Schedule: Architect Contract (2) October 28, 2008 BOE Approval October 30, 2008 Conceptual Design (2) February 10, 2009 BOE Approval February 24, 2009 Schematic Design (2) June 2, 2009 BOE Approval June 23, 2009 Submit to DSA N/A Approval by DSA N/A Authorize to Bid (2) N/A BOE Approval N/A Bid Opening N/A Award of Contract (1) N/A Notice to Proceed N/A Substantial Completion N/A Planned Occupancy N/A * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 27 Elementary School Teaching Walls Phase 1 Schools A. PROJECT STATUS The district placed this project on hold after review of the implementation of other classroom improvements, as recommended by the elementary school principals. This project has been renamed ‘Elementary Classroom Improvements’ (see Capital Projects summary above). B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.9 D. PROJECT OVERVIEW: • This project has been renamed ‘Elementary Classroom Improvements’ (see Capital Projects summary above). Funding State Funds $0 Strong Schools Bond Funds $7,044,987 Other Funding $0 Total $7,044,987 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $1,341,394 Construction & Equipment $5,498,498 Soft Costs Contingency $205,095 Total $7,044,987 Percent of Budget Expended 1.6% Current Phase: Project Renamed. See Classroom Improvements Project Schedule: Architect Contract (2) September 30, 2008 BOE Approval October 14, 2008 Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA N/A Approval by DSA N/A Authorize to Bid (2) N/A BOE Approval N/A Bid Opening N/A Award of Contract (1) N/A Notice to Proceed N/A Substantial Completion N/A Planned Occupancy N/A * Anticipated Dates –Subject to Change Page | 28 High School Master Plan Palo Alto HS and Gunn HS A. PROJECT STATUS The Board of Education (BOE) approved the Palo Alto high school updated master plan project list on October 9, 2010 and no further action on the high school master plans is planned. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1 – 3.14, 4.1 – 4.14 D. PROJECT OVERVIEW: • No further action since Paly’s updated master plan project list was approved by BOE on October 9, 2010. Funding State Funds $0 Strong Schools Bond Funds $290,000 Other Funding $0 Total $290,000 Budget Salaries and Benefits $0 Supplies $1,000 Contracts & Services $288,565 Construction & Equipment $0 Soft Costs Contingency $435 Total $290,000 Percent of Budget Expended 81.5% Current Phase: Master Planning Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 Initial Master Plan Approval (2) September 8, 2009 BOE Approval September 22, 2009 Paly CEQA Approval (2) February 9, 2010 BOE Approval February 23, 2010 Gunn Master Plan Update (2) March 23, 2010 BOE Approval April 6, 2010 Gunn CEQA Approval (2) April 27, 2010 BOE Approval May 11, 2010 Master Plan Revision Approval (2) September 14, 2010 Paly MP Revision Approval (2) October 9, 2010 Gunn MP Revision Approval (2) October 12, 2010 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 29 Hoover Elementary School Pre‐Design A. PROJECT STATUS Staff has put this project on hold until growth projections are reviewed and a growth plan is established for the elementary schools. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Project is currently on hold. Funding State Funds $0 Strong Schools Bond Funds $8,575,389 Other Funding $0 Total $8,575,389 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $1,643,477 Construction & Equipment $6,831,912 Soft Costs Contingency $100,000 Total $8,575,389 Percent of Budget Expended 0.4% Current Phase: On Hold Schedule: Architect Contract (2) April 27, 2010 BOE Approval May 11, 2010 Conceptual Design (2) November 9, 2010 BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA N/A Approval by DSA N/A Authorize to Bid (2) N/A BOE Approval N/A Bid Opening N/A Award of Contract (1) N/A Notice to Proceed N/A Substantial Completion N/A Planned Occupancy N/A * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings 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.