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Monthly Reports 2011-03 (Mar) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through March 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 7 Gunn High School – Parking and Drop‐off Sitework Improvement page 8 Gunn High School – New Gymnasium page 9 Gunn High School – Air Conditioning of Existing Buildings page 10 Palo Alto High School – Athletic Stadium Improvements page 11 Palo Alto High School – Classroom Building and Media Arts page 12 Palo Alto High School – Performing Arts Center page 13 Jordan Middle School page 14 J.L. Stanford Middle School page 15 Terman Middle School page 16 Fairmeadow Elementary School page 17 Fairmeadow Elementary School – Portable Relocation page 18 Ohlone Elementary School page 19 Duveneck Elementary School page 20 Elementary Classroom Improvements – Interactive Whiteboard & Sound Assist System page 21 Technology page 22 Completed Capital Projects Palo Alto High School – Multi‐use Field page 23 Gunn High School – Industrial Arts Renovation page 24 Gunn High School – Aquatic Center page 25 Middle School Pre‐Design page 26 Middle School Interim Classrooms page 27 Inactive Capital Projects Elementary Classroom Improvements – Phase 1 Schools Barron Park and El Carmelo page 28 Garland Elementary School page 29 Elementary School Teaching Walls – Phase 1 Schools page 30 High School Master Plan page 31 Hoover Elementary School page 32 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) backcheck appointment is secured for April 13, 2011, with final approval expected shortly after. Alternates are being developed to mitigate a potential budget shortfall. The project is anticipated to go out to bid in early May 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 The DSA backcheck appointment is scheduled for April 19, 2011, with final approval expected shortly after. Prequalification of contractors is complete and the project is anticipated to go out for bid in May 2011. Gunn High School – Air Conditioning of Existing Buildings Bids were opened on March 28, 2011 and Best Contracting Services, Inc. was the low bidder. Staff will seek authorization to award from BOE on April 5, 2011. Palo Alto High School – Athletics Stadium Improvements The BOE approved the schematic design on March 8, 2011. The bleacher design was submitted to DSA, and the concession stand design package will be submitted to DSA on April 4, 2011. DLM continues refining the design documents for landscape and tree protection. Palo Alto High School – Classroom Building and Media Arts Building The DSA backcheck appointment is scheduled for April 13, 2011, with final approval expected shortly after. Alternates are being developed to mitigate the potential for bids coming in over budget. The project is anticipated to go out for bid in May 2011. Palo Alto High School – Performing Arts Center (PAC) After further review of an option for a smaller capacity facility, DLM is reviewing additional PAC studies for a 575 seat capacity in a single‐level configuration. DLM and district representatives toured McAfee Theater in Saratoga to review the floor plan and program layout. Schematic design work is currently on hold pending a decision from site staff and administration on the PAC seating capacity and respective design. Jordan Middle School DSA continues to review the submitted plans with approval anticipated in fall 2011. AEDIS and Gilbane reconciled cost estimates, confirming that the project remains over budget. The Jordan bond advisory committee met on March 16, 2011 to review budget information and to discuss options for prioritizing scope to identify as alternate bid packages. Final constructability and coordination reviews will occur in April 2011. J.L. Stanford Middle School AEDIS submitted 50% construction documents to the District and intends to submit drawings to DSA in late April 2011. The project design is currently within budget. AEDIS also anticipates submitting an over‐the‐counter package to DSA in April for the relocation of the two existing portable classrooms that are currently located in the designed area of the new 2‐story building. Page | 4 Terman Middle School DSA continues to review the submitted plans and approval is anticipated in fall 2011. AEDIS and Gilbane reconciled cost estimates, confirming that the project is within budget. Final constructability and coordination reviews will occur in April 2011. Fairmeadow Elementary School – New Classroom Building and Modernization Gelfand conducted landscape meetings with the site committee on March 3 and March 21, 2011. On March 10, 2011, a City of Palo Alto traffic engineer conducted a site visit to observe the existing drop‐off routine and parking needs for the school. Gelfand continues to work on construction documents to meet an anticipated DSA submittal date of April 18, 2011. Fairmeadow Elementary School – Portable Relocation ATI Architects and Engineers were contracted to provide the design documents for the relocation of portable classroom (Rm. 19) at Fairmeadow. The JLS project budget is funding relocating this classroom since it is currently located in the construction location of JLS’ new 2‐story classroom building. ATI submitted an over the counter package to DSA and received approval on March 3, 2011. The project is anticipated to bid in April 2011. Ohlone Elementary School – New Classroom Building and Modernization Jeff Luchetti Construction continues structural steel and wood framing of the building. Interior and exterior framing are well underway, with both first and second floor walls in progress. Rough‐in is also underway for plumbing, mechanical and electrical systems. Roofing is scheduled to begin on March 30, 2011. Duveneck Elementary School – New Classroom Buildings and Modernization Gelfand continued meeting with staff and faculty and presented an update to the steering committee on March 16, 2011, and a follow up meeting is scheduled to occur in April. A community meeting will be scheduled in early May, with a presentation to the BOE anticipated for late May 2011. Elementary Classroom Improvements – Installation of Interactive Whiteboards and Sound Assist Systems On March 8, 2011, the BOE authorized the award for installation of new interactive whiteboards and sound assist systems at Phase 4 and 5 schools, Duveneck, El Carmelo, Escondido, Hoover and Nixon, to Coulter Construction. Installation of sound assist systems commenced on March 24, 2011 and SmartBoard units are anticipated to arrive in early April, 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 Palo Alto High School – Multi‐use Field The fields were available for play on February 1, 2011, and final change order negotiations completed on March 9, 2011. 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. Page | 5 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. 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. Elementary Classroom Improvements – Phase 1 Schools Barron Park and El Carmelo DSA continues 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. Page | 6 Board Actions in March March 8, 2011 Consent 5 – Approval of Schematic Design and Project Budget for the Athletic Stadium Improvements Project at Palo Alto High School Consent 6 – Authorization to Bid the Air Conditioning of Existing Classroom Buildings at Gunn High School Consent 7 – Authorization to Bid Classroom Buildings A and B for Gunn High School Consent 8 – Authorization to Bid the Gunn High School Gymnasium Project Consent 9 – Authorization to Bid the Math and History/Social Sciences and Media Arts Buildings at Palo Alto High School Consent 10 – Authorization to Execute Agreements for Labor Compliance Services with The Labor Compliance Managers Consent 11 – Addendum #1 to Agreement with Verde Design Inc. for Palo Alto High School Multi‐Use Field Improvement Project ($13,527) Action 18 – Authorization to Award Interactive Whiteboards and Sound Assist Devices, Phase 4 & 5 March 22, 2011 Consent 5 – Approval of Change Orders Consent 6 – Appointment of Independent Auditors for 2010 ‐ 11 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 4,865,425 4,862,530 97.0% 2,895 99.94% 148,325Gunn High School 2 - I.A Building 5,511,500 5,067,398 5,016,404 91.0% 50,994 98.99% 444,102Gunn 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 4,035,923 2,555,547 10.6% 1,480,376 63.32% 20,084,077Gunn 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 1,617,303 759,025 5.5% 858,278 46.93% 12,212,697Gunn High School 7- A/C 2,600,000 320,786 134,621 5.2% 186,165 41.97% 2,279,214Gunn 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 3,626,101 607,540 338,057 9.3% 269,483 55.64% 3,018,561Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 3,002,063 2,974,612 2,957,299 98.5% 17,313 99.42% 27,451Palo Alto high School 3 - New classroom & Media Art Building 37,140,000 5,156,866 2,810,898 7.6% 2,345,968 54.51% 31,983,134Palo Alto High School 4 - New Theater 17,720,000 1,364,138 207,087 1.2% 1,157,051 15.18% 16,355,862Palo Alto High School - Reserved 37,160,381 0 0 0.0% 0 0.00% 37,160,381Jordan 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 2,655,812 1,101,277 6.1% 1,554,535 41.47% 15,287,382J.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 446,844 364,654 338,753 75.8% 25,901 92.90% 82,190 J.L.S Middle School 2- Improvements 17,184,699 2,774,949 1,206,061 7.0% 1,568,888 43.46% 14,409,750Terman 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 1,937,075 825,533 6.4% 1,111,542 42.62% 10,912,996PAUSD Elementary Schools-Program Management-Elem Growth Plan145 00055 56055 56038 3%0100 00%89 440CommittedBudgetSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictStrong Schools Bond3/31/2011Percent of ExpendedContract BalanceExpenditures Budget BalancePAUSD Elementary Schools - Program Management- Elem. Growth Plan145,00055,56055,56038.3%0100.00%89,440Addison Elementary School 1-Phase I 5,199,727 21,017 21,017 0.4% 0 100.00% 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 60,781 46,851 0.7% 13,930 77.08% 6,958,302Garland 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 1,507,425 485,975 5.2% 1,021,450 32.24% 7,820,075Hays 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 10,483,424 3,332,261 28.6% 7,151,163 31.79% 1,184,541Palo 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 2,169,932 1,050,282 11.8% 1,119,650 48.40% 6,717,590Elementary Schools - Reserved 8,410,862 0 0 0.0% 0 0.00% 8,410,862PAUSD - Program Management 5,042,021 3,859,518 3,146,745 62.4% 712,773 81.53% 1,182,503PAUSD - Technology 7,101,063 3,644,013 3,612,318 50.9% 31,695 99.13% 3,457,050PAUSD - 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 58,479,036 37,516,937 20,962,099 292,205,789Prepared by: Business Services Department based on QSS accounting System Activity IDActivity NameOriginalDurationemainingDurationchedule %ompleteStartFinishTotalFloatGunn ACGunn AC4091530%01-Jan-10 A31-Oct-1132Gunn - PGunn - Parking and Drop Off12468340%01-Sep-09 A10-Jun-140ClassrooClassroom Improvements7806300%02-Sep-10 A28-Aug-130Paly - AtPaly - Athletic Stadium Renovation Project8184040%17-Aug-09 A16-Oct-120Paly - NePaly - New Performing Arts Center (PAC)153010030%09-Sep-09 A02-Feb-15-708Garland Garland School Modernization16800%03-Nov-08 A24-Jun-09 AFairmeadFairmeadow Elementary School11946110%14-Dec-09 A01-Aug-13-316DuvenecDuveneck Elementary School9967660%13-May-10 A06-Mar-14-471Hoover 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 & Modernization12516220%03-Nov-08 A12-Aug-13-323Gunn NeGunn New Gym8803770%21-Apr-09 A04-Sep-12-78Gunn NeGunn New Classroom Buildings A and B11216170%20-Apr-09 A06-Aug-13-318Paly NewPaly New Media Arts and Classroom Building11296250%20-Apr-09 A16-Aug-13-326StanfordStanford New Classroom Wing12376180%03-Nov-08 A06-Aug-13-319Terman ATerman Admin Wing Addition & Modernization12406200%03-Nov-08 A09-Aug-13-321Paly - MuPaly - Multi Use Field Improvements65210%03-Nov-08 A31-Mar-11294Ohlone EOhlone Elementary School8422180%03-Nov-08 A25-Jan-1281NDJFAJJASONDJFAMJJASNDJFMAJJASNDJFAMJJASONDJFAMJJASNDJFMAJJASNDJFMAJJA31-Oct-11, Gunn AC10-Jun-14, Gunn - Parking a28-Aug-13, Classroom Improvements16-Oct-12, Paly - Athletic Stadium Renovation Project02-Feb-15, 24-Jun-09 A, Garland School Modernization01-Aug-13, Fairmeadow Elementary School06-Mar-14, Duveneck Elementary 01-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 & Mode04-Sep-12, Gunn New Gym06-Aug-13, Gunn New Classroom Buildings A and16-Aug-13, Paly New Media Arts and Classroom06-Aug-13, Stanford New Classroom Wing09-Aug-13, Terman Admin Wing Addition & Mode31-Mar-11, Paly - Multi Use Field Improvements25-Jan-12, Ohlone Elementary SchoolPAUSD Strong Schools Bond Master ScheduleClassic WBS Layout11-Apr-11 16:00Actual WorkRemaining WorkCritical Remaining WorkMilestoneSummaryPage 1 of 1TASK filter: All Activities(c) Primavera Systems, Inc. Page | 7 Gunn High School New Classroom Buildings A & B A. PROJECT STATUS The Division of State Architect (DSA) backcheck appointment is secured for April 13, 2011, with final approval expected shortly after. Alternates are being developed to mitigate a potential budget shortfall. The project is anticipated to go out to bid in early May 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 $12,193 Supplies $0 Contracts & Services $4,463,941 Construction & Equipment $19,567,102 Soft Costs Contingency $76,764 Total $24,120,000 Percent of Budget Expended 10.6% 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 13, 2011* Bid Opening May 24, 2011* Award of Contract (1) June 15, 2011* Notice to Proceed June 29, 2011* Substantial Completion June 14, 2013* Planned Occupancy August 6, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 8 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 | 9 Gunn High School New Gymnasium A. PROJECT STATUS The DSA backcheck appointment is scheduled for April 19, 2011, with final approval expected shortly after. Prequalification of contractors is complete and the project is anticipated to go out for bid in May 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 5.5% 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 19, 2011* Bid Opening May 31, 2011* Award of Contract (1) June 14, 2011* Notice to Proceed June 29, 2011* Substantial Completion August 14, 2012* Planned Occupancy August 22, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 10 Gunn High School Air Conditioning of Existing Buildings A. PROJECT STATUS Bids were opened on March 28, 2011 and Best Contracting Services, Inc. was the low bidder. Staff will seek authorization to award from BOE on April 5, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.7 D. PROJECT OVERVIEW: • Project bids received within budget. Award of Contract to be issued on schedule. 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 5.2% 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 8, 2011* Notice to Proceed April 15, 2011* Substantial Completion August 8, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 11 Palo Alto High School Athletic Stadium Improvements A. PROJECT STATUS The BOE approved the schematic design on March 8, 2011. The bleacher design was submitted to DSA, and the concession stand design package will be submitted to DSA on April 4, 2011. DLM continues refining the design documents for landscape and tree protection. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.13 D. PROJECT OVERVIEW: • BOE approved schematic design on March 8, 2011. Funding State Funds $0 Strong Schools Bond Funds $3,626,101 Other Funding $0 Total $3,626,101 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $793,026 Construction & Equipment $2,828,218 Soft Costs Contingency $4,857 Total $3,626,101 Percent of Budget Expended 9.3% Current Phase: Construction Documents 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 April 4, 2011* Approval by DSA September 21, 2011* Authorize to Bid (2) August 11, 2011* BOE Approval August 25, 2011* Bid Opening October 25, 2011* Award of Contract (1) November 2, 2011* Notice to Proceed November 9, 2011* Substantial Completion September 6, 2012* Planned Occupancy October 12, 2012* * 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 The DSA backcheck appointment is scheduled for April 13, 2011, with final approval expected shortly after. Alternates are being developed to mitigate the potential for bids coming in over budget. The project is anticipated to go out for bid in May 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 7.6% 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 13, 2011* Bid Opening May 24, 2011* Award of Contract (1) June 1, 2011* Notice to Proceed June 30, 2011* Substantial Completion July 25, 2013* Planned Occupancy August 16, 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 After further review of an option for a smaller capacity facility, DLM is reviewing additional PAC studies for a 575 seat capacity in a single‐level configuration. DLM and district representatives toured McAfee Theater in Saratoga to review the floor plan and program layout. Schematic design work is currently on hold pending a decision from site staff and administration on the PAC seating capacity and respective design. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.11 D. PROJECT OVERVIEW: • Project schematic design phase is on hold pending decision on seating capacity for this facility. 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 1.2% 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) May 24, 2011* BOE Approval June 10, 2011* Submit to DSA January 16, 2012* Approval by DSA August 12, 2012* Authorize to Bid (2) August 9, 2012* BOE Approval August 22, 2012* Bid Opening October 17, 2012* Award of Contract (1) November 5, 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 with approval anticipated in fall 2011. AEDIS and Gilbane reconciled cost estimates, confirming that the project remains over budget. The Jordan bond advisory committee met on March 16, 2011 to review budget information and to discuss options for prioritizing scope to identify as alternate bid packages. Final constructability and coordination reviews will occur in April 2011. 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 6.1% 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 September 7, 2011* Authorize to Bid (2) August 23, 2011* BOE Approval September 13, 2011* Bid Opening October 18, 2011* Award of Contract (1) November 9, 2011* Notice to Proceed November 28, 2011* Substantial Completion July 13, 2013* Planned Occupancy August 7, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 15 J.L. Stanford Middle School A. PROJECT STATUS AEDIS submitted 50% construction documents to the District and intends to submit drawings to DSA in late April 2011. The project design is currently within budget. AEDIS also anticipates submitting an over‐the‐counter package to DSA in April for the relocation of the two existing portable classrooms that are currently located in the designed area of the new 2‐story building. 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 $3,360,750 Construction & Equipment $13,341,000 Soft Costs Contingency $479,491 Total $17,184,699 Percent of Budget Expended 7.0% 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 26, 2011* Approval by DSA December 26, 2011* Authorize to Bid (2) December 27, 2011* BOE Approval January 10, 2012* Bid Opening February 14, 2012* Award of Contract (1) February 25, 2012* Notice to Proceed March 1, 2012* Substantial Completion June 21, 2013* Planned Occupancy August 5, 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 fall 2011. AEDIS and Gilbane reconciled cost estimates, confirming that the project is within budget. Final constructability and coordination reviews will occur in April 2011. 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 6.4% 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) August 23, 2011* BOE Approval September 13, 2011* Bid Opening October 18, 2011* Award of Contract (1) October 26, 2011* Notice to Proceed November 10, 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 conducted landscape meetings with the site committee on March 3 and March 21, 2011. On March 10, 2011, a City of Palo Alto traffic engineer conducted a site visit to observe the existing drop‐off routine and parking needs for the school. Gelfand continues to work on construction documents to meet an anticipated DSA submittal date of April 18, 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 5.2% Current Phase: Construction Documents 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 18, 2011* Approval by DSA December 29, 2011* Authorize to Bid (2) January 5, 2012* BOE Approval January 23, 2012* Bid Opening February 27, 2012* Award of Contract (1) March 3, 2012* Notice to Proceed March 12, 2012* Substantial Completion June 28, 2013* Planned Occupancy August 1, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 18 Fairmeadow Elementary School Portable Relocation Project A. PROJECT STATUS ATI Architects and Engineers were contracted to provide the design documents for the relocation of portable classroom (Rm. 19) at Fairmeadow. The JLS project budget is funding relocating this classroom since it is currently located in the construction location of JLS’ new 2‐story classroom building. ATI submitted an over the counter package to DSA and received approval on March 3, 2011. The project is anticipated to bid in April 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 6.4 D. PROJECT OVERVIEW: • Project is currently out to bid. Funding State Funds $0 Strong Schools Bond Funds $85,650 Other Funding $0 Total $85,650 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $17,650 Construction & Equipment $62,000 Soft Costs Contingency $6,000 Total $85,650 Percent of Budget Expended 0.6% Current Phase: Bid & Award Schedule: Architect Contract (2) February 15, 2011 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 March 3, 2011 Approval by DSA March 3, 2011 Authorize to Bid (2) N/A BOE Approval N/A Bid Opening May 2, 2011* Award of Contract (1) May 10, 2011* Notice to Proceed May 16, 2011* Substantial Completion August 1, 2011* Planned Occupancy August 10, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 19 Ohlone Elementary School New Classroom Building and Modernization A. PROJECT STATUS Jeff Luchetti Construction continues structural steel and wood framing of the building. Interior and exterior framing are well underway, with both first and second floor walls in progress. Rough‐in is also underway for plumbing, mechanical and electrical systems. Roofing is scheduled to begin on March 30, 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 $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 28.6% 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 November 15, 2011* Planned Occupancy January 25, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 20 Duveneck Elementary School New Classroom Buildings and Modernization A. PROJECT STATUS Gelfand continued meeting with staff and faculty and presented an update to the steering committee on March 16, 2011, and a follow up meeting is scheduled to occur in April. A community meeting will be scheduled in early May, with a presentation to the BOE anticipated for late May 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Project is progressing through the schematic design phase. 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) May 10, 2011* BOE Approval May 25, 2011* Submit to DSA November 4, 2011* Approval by DSA June 29, 2012* Authorize to Bid (2) August 10, 2012* BOE Approval August 25, 2012* Bid Opening October 2, 2012* Award of Contract (1) October 16, 2012* Notice to Proceed October 30, 2012* Substantial Completion February 7, 2014* Planned Occupancy August 1, 2014* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 21 Elementary Classroom Improvements Interactive Whiteboards and Sound Assist System Installation A. PROJECT STATUS On March 8, 2011, the BOE authorized the award for installation of new interactive whiteboards and sound assist systems at Phase 4 and 5 schools, Duveneck, El Carmelo, Escondido, Hoover and Nixon, to Coulter Construction. Installation of sound assist systems commenced on March 24, 2011 and SmartBoard units are anticipated to arrive in early April, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • BOE authorized award of contract to Coulter Construction on March 8, 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 $1,195,880 Construction & Equipment $7,488,707 Soft Costs Contingency $202,935 Total $8,887,522 Percent of Budget Expended 11.8% Phase 4 & 5 Schools: Duveneck, El Carmelo, Hoover & Nixon Current Phase: Construction 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) November 9, 2010 BOE Approval November 23, 2010 Bid Opening February 25, 2011 Award of Contract (1) March 8, 2011 Notice to Proceed March 9, 2011 Completion May 15, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 22 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 50.9% 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 | 23 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 were completed on March 9, 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 $727,165 Construction & Equipment $3,348,189 Soft Costs Contingency $2,694 Total $4,078,054 Percent of Budget Expended 98.5% 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 | 24 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 $88,985 Contracts & Services $1,213,538 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 | 25 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 | 26 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 | 27 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 | 28 Elementary Classroom Improvements Phase 1 – Barron Park and El Carmelo A. PROJECT STATUS DSA continues 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. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • This project has been placed on hold. 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 $1,195,880 Construction & Equipment $7,488,707 Soft Costs Contingency $202,935 Total $8,887,522 Percent of Budget Expended 11.8% 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 | 29 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 ( ) Denotesnumber of Board of Education Readings Page | 30 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 | 31 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 | 32 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.