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Monthly Reports 2011-06 (Jun) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through June 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 Jordan Middle School – Interim Classrooms page 15 J.L. Stanford Middle School page 16 J.L. Stanford Middle School – Interim Classrooms page 17 Terman Middle School page 18 Fairmeadow Elementary School page 19 Fairmeadow Elementary School – Portable Relocation page 20 Ohlone Elementary School page 21 Duveneck Elementary School page 22 Technology page 23 Completed Capital Projects Elementary Classroom Improvements – Interactive Whiteboard & Sound Assist System page 24 Palo Alto High School – Multi‐use Field page 25 Gunn High School – Industrial Arts Renovation page 26 Gunn High School – Aquatic Center page 27 Middle School Pre‐Design page 28 Inactive Capital Projects 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 Elementary Classroom Improvements – Phase 1 Schools Barron Park and El Carmelo page 33 Appendix Exhibit A – Bond Project List Page | 3 EXECUTIVE SUMMARY Gunn High School – New Classroom Buildings A & B Bidding commenced June 13, 2011 and bids are due July 14, 2011. Alternates have been developed to mitigate a potential budget shortfall. Award is expected on July 19, 2011, with construction scheduled to begin in early August 2011. Gunn High School – Parking and Drop‐off Sitework Improvement Design for the parking and drop‐off improvements will recommence in conjunction with the planning of group 2 projects in fall 2011. Gunn High School – New Gymnasium Bidding commenced June 3, 2011 and bids are due July 12, 2011. Award is expected on July 19, 2011, with construction to follow in August 2011. This project is currently within budget. Gunn High School – Air Conditioning of Existing Buildings Best Contracting Services Inc. began work on June 13, 2011, installing cooling coils in the science, MS, and L buildings. Electrical rough‐in work is nearing completion and the roof of building L4 is currently being replaced. Plumbing rough‐in and duct cleaning work also continue. Anticipated completion date is August 8, 2011. Palo Alto High School – Athletics Stadium Improvements The Concessions and Site Improvements package continue to be reviewed by DSA, with approval anticipated to occur in October 2011. Constructability and coordination reviews will be completed, along with cost estimates, in July 2011. Construction of the concessions building and site improvements is anticipated to start in November 2011. Portable buildings to clear way for the new concessions building will be relocated or removed prior to construction. The bid documents for the bleachers have received preliminary approval from DSA and will be bid to bleacher suppliers in August 2011. Design and fabrication of the bleachers by the successful bidder will commence award, with erection of the bleachers scheduled after the completion of the football season in December 2011. Palo Alto High School – Classroom Building and Media Arts Building Five bids were received from prequalified contractors on June 30, 2011, with Taisei Construction being the apparent low bidder at $24.15M. With the project bids within the budget, District staff is recommending the acceptance of alternate #10 for audio visual equipment and installation for an additional $1M. This amounts to a total award of $25.15M to be presented for approval on July 12, 2011. Construction is anticipated to commence in late July 2011. Palo Alto High School – Performing Arts Center (PAC) On June 14, 2011, DLM, PAC subcommittee and facilities steering committee (FSC) members presented their recommendation for a 466‐seat, single story PAC design to the BOE. The BOE offered feedback and requested DLM, PAC subcommittee and FSC look into expanding the seating capacity of the facility to approximately 550‐600 seats. DLM will study further options and review with staff upon their return in August 2011 from summer break. Jordan Middle School DSA returned comments at the end of May 2011. AEDIS is addressing the comments in preparation for a final approval in late August 2011. Constructability and coordination reviews are underway and will be complete in July 2011. Bidding is expected to occur in September 2011, with construction to commence in November 2011. AEDIS and staff continue to review strategies for prioritizing scope and to identify alternates, as current cost estimates indicate this project exceeds the budget, due to strengthening foundation systems to account for potential liquefaction beneath the new buildings. Page | 4 Jordan Middle School ‐ Interim Classrooms The installation of six portables went out to bid on June 14, 2011, with bids due on July 14, 2011. The installation of these portables is anticipated in mid‐August 2011. The project will be funded by bond funds and impact fees, in preparation of beginning construction on the main project on this campus in November 2011. J.L. Stanford Middle School AEDIS submitted drawings to DSA on May 6, 2011 and accepted the drawings on June 9, 2011. Approval from DSA is anticipated in early 2012. The project is currently within budget. J.L. Stanford Middle School ‐ Interim Classrooms The relocation of two portables at JLS to accommodate the new classroom building, was awarded to Coulter Construction on June 13, 2011. This work will occur during July 2011 and will be complete in August 2011 for the beginning of school. Terman Middle School DSA returned comments at the end of May 2011. AEDIS is addressing the comments in preparation for final approval, expected in August 2011. Constructability and coordination reviews will be completed in July 2011. Bidding is anticipated to occur in September 2011, with construction to commence in November 2011. The project is currently within budget. Fairmeadow Elementary School – New Classroom Building and Modernization Gelfand continued to review and implement constructability comments, and complete bid documents. Estimates on the 90% CD drawings were received on June 17, 2011, which show the project to be over budget. Gelfand is implementing cost savings measures to bring this back within budget prior to seeking final approval from DSA. Gelfand received DSA comments for accessibility and fire protection on June 14, 2011, with structural comments anticipated to be received by July 28, 2011. Bidding is scheduled to occur in November 2011, with construction planned to begin in January 2012. Fairmeadow Elementary School – Portable Relocation Bids were opened on June 14, 2011, and Guerra Construction Group was awarded the project at the June 14, 2011 BOE meeting. Guerra will begin work to relocate this portable in July 2011. The JLS project is funding the relocation of this portable to provide the required setback for the construction of JLS’ new 2‐story classroom building. Ohlone Elementary School – New Classroom Building and Modernization Jeff Luchetti Construction started the modernization portion of the work June 13, 2011 and continued to progress on the new building. For the new building, the walls are taped and finished with the first coat of primer and mechanical, electrical, plumbing, and sprinkler rough‐in work continues. The roofing systems and windows are installed, and the two coats of plaster are complete. For the modernization, electrical and plumbing rough‐in work is in progress, and the front parking lot reconfiguration is well underway. Duveneck Elementary School – New Classroom Buildings and Modernization Schematic design was presented to the BOE on June 14, 2011 and received approval on June 28, 2011. This approval includes an increase in the project budget to $11,088,757 to account for an increase to foundation costs for potential liquefaction on the site of the new buildings. Gelfand will begin design development in July 2011. Technology The District purchased computers, utilizing bond funds, throughout the 2010/11 school year. During the year there was a notable shift from desktops and laptops to handheld devices, primarily at the elementary school level. At the end of the school year, orders were placed for equipment to be used in the 2011/12 school year. Also, the Voice over IP (VoIP) telephone system contract was awarded by the BOE on June 13, 2011, with implementation to begin in July 2011. A major upgrade to the District's network will go out to bid in July 2011. Page | 5 COMPLETED CAPITAL PROJECTS Elementary Classroom Improvements – Installation of Interactive Whiteboards and Sound Assist Systems Coulter Construction installed SmartBoards and Lightspeed sound assist systems, and completed the installation April 29, 2011. Phase 4 and 5 schools were the final elementary schools to receive interactive whiteboards and sound assist systems. 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 This facility was available for instruction in January 2010. DSA closeout is anticipated to occur by the end of August 2011. Gunn High School – Aquatic Center This facility was available for use in July 2009, and has been closed out with DSA. Middle Schools Pre‐Design – Jordan, J.L. Stanford and Terman AEDIS presented recommended concept plans for each campus to the Board of Education for approval on September 8, which became the program documents for the new projects at each campus. These projects for pre‐ design work have been closed, and funds will be transferred to the program contingency on June 14, 2011. INACTIVE CAPITAL PROJECTS Garland Elementary School Renovation The Board of Education has put new development for Garland on hold until a growth plan is established for the elementary schools. The board voted to terminate the lease with Stratford School in June 2011, so that future plans for growth at the elementary schools can begin on this campus as early as June 2014. 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 below). High School Master Plan The Board of Education (BOE) approved the master plans for both high schools, and these projects have been closed, with funds transferred to the respective campus reserve funds. Hoover Elementary School – Pre‐Design This project has been put on hold until a growth plan is established for the elementary schools. Elementary Classroom Improvements – Phase 1 Schools Barron Park and El Carmelo DSA comments were returned to Gelfand for Phase 1 plans that include 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 June June 13, 2011 Action 6 – Termination of the Lease of the Garland Site to Stratford Schools, Inc., Effective June 30, 2014 Action 8 – Authorization to Award VoIP Purchase Action 11 – Authorization to Award Contracts for Relocations and Installations of Summer Modular Buildings at J.L. Stanford Middle School June 14, 2011 Consent 6 – Contract with O’Connor Construction Management Inc. for 2011‐2012 Action 19 – Authorization to Award Contract for Relocation and Installation of the Modular Building at Fairmeadow Elementary School June 28, 2011 Consent 9 – Budget Re‐alignment for Strong Schools Bond and Building Projects Fund Consent 10 – Authorization to Issue Addendum No. 6 to AEDIS Architecture and Planning for Additional Services at J.L. Stanford Middle School Action 25 – Duveneck Schematic Design, Budget Approval, Architect Contract, CEQA ad Authorization to Proceed Action 26 – Authorization to Bid Six Modular Building Installations at Jordan Middle School A B C C / A B - C C / B A - BGunn High School - High School Master Plan 142,389 142,391 117,416 82.5% 24,975 82.46% -2Gunn High School 1 - Aquatic Center 4,865,423 4,862,530 4,862,530 99.9% 0 100.00% 2,893Gunn High School 2 - I.A Building 5,082,402 5,048,362 5,041,099 99.2% 7,264 99.86% 34,040Gunn 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 4,051,063 2,732,900 11.3% 1,318,163 67.46% 20,068,937Gunn High School 5 - Parking & Drop Off improvements 3,940,000 318,241 7,231 0.2% 311,010 2.27% 3,621,759Gunn High School 6- New/Auxiliary Gymnasium 13,830,000 1,649,702 790,131 5.7% 859,571 47.90% 12,180,298Gunn High School 7- A/C 2,600,000 2,268,321 188,240 7.2% 2,080,081 8.30% 331,679Gunn High School - Reserved 21,525,081 0 0 0.0% 0 0.00% 21,525,081Palo Alto High Schools - High School Master Plan 142,998 142,997 128,442 89.8% 14,555 89.82% 1Palo Alto High School 1 - Stadium Field 3,626,101 723,885 366,103 10.1% 357,782 50.57% 2,902,216Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 2,609,680 2,609,680 2,594,514 99.4% 15,166 99.42% 0Palo Alto high School 3 - New classroom & Media Art Building 37,140,000 5,237,400 3,096,628 8.3% 2,140,772 59.13% 31,902,600Palo Alto High School 4 - New Theater 17,720,000 1,364,138 213,886 1.2% 1,150,253 15.68% 16,355,862Palo Alto High School - Reserved 37,554,766 0 0 0.0% 0 0.00% 37,554,766Jordan Middle School -Program Management- MS Pre-Design 18,890 18,890 17,826 94.4% 1,064 94.37% 0Jordan Middle Schools 1- Interim Classrooms 600,342 179,323 169,099 28.2% 10,224 94.30% 421,019Jordan Middle School 2- Improvements 17,943,194 2,736,635 1,287,625 7.2% 1,449,010 47.05% 15,206,559J.L.S Middle School - Program Management- MS Pre-Design 18,799 18,799 18,408 97.9% 391 97.92% 0J.L.S Middle School 1 - Interim Classrooms 446,844 377,993 356,847 79.9% 21,146 94.41% 68,851 J.L.S Middle School 2- Improvements 17,184,699 2,920,349 1,449,515 8.4% 1,470,834 49.63% 14,264,350Terman Middle School - Program Management- MS Pre-Design 18,799 18,799 18,423 98.0% 376 98.00% 0Terman Middle School 1- Improvements 12,850,071 1,985,911 956,539 7.4% 1,029,372 48.17% 10,864,160PAUSD Elementary Schools - Program Management- Elem. Growth Plan 145,000 98,480 83,550 57.6% 14,930 84.84% 46,520Addison Elementary School 1-Phase I 5,199,727 21,267 21,267 0.4% 0 100.00% 5,178,460Briones Elementary School 1-Phase I 701,925 0 0 0.0% 0 0.00% 701,925Duveneck Elementary School 1-Phase I 11,088,757 183,281 120,281 1.1% 63,000 65.63% 10,905,476Garland 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 1,552,324 735,528 7.9% 816,796 47.38% 7,775,176Hays 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 10,571,687 5,197,925 44.5% 5,373,762 49.17% 1,096,278Palo 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 * 8,153,022 2,004,891 1,863,784 22.9% 141,107 92.96% 6,148,131Elementary Schools - Reserved 5,075,688 0 0 0.0% 0 0.00% 5,075,688PAUSD - Program Management 5,042,021 3,883,263 3,440,350 68.2% 442,913 88.59% 1,158,757PAUSD - Technology 7,101,063 3,715,565 3,673,164 51.7% 42,401 98.86% 3,385,498PAUSD - Technology -Reserved 6,806,302 0 0 0.0% 0 0.00% 6,806,302PAUSD - Reserved 7,230,205 0 0 0.0% 0 0.00% 7,230,205Bond Issuance Cost 1,840,700 1,840,700 1,840,700 100.0% 0 100.00% 0Total350,684,825 60,904,834 41,733,006 19,171,828 289,779,992Prepared by: Business Services Department based on QSS accounting SystemPalo Alto Unified School DistrictStrong Schools Bond6/30/11 PreliminaryPercent of ExpendedContract BalanceExpenditures Budget BalanceCommittedBudgetSchool Name - Project NamePercent of Budget Expended Activity IDActivity NameOriginalDurationemainingDurationchedule %ompleteStartFinishTotalFloatGunn ACGunn AC4221010%01-Jan-10 A17-Nov-1119Gunn - PGunn - Parking and Drop Off13118340%01-Sep-09 A09-Sep-140ClassrooClassroom Improvements16900%02-Sep-10 A22-Apr-11 APaly - AtPaly - Athletic Stadium Renovation Project8753990%17-Aug-09 A03-Jan-130New PerfNew Performing Arts Center (PAC)15309380%09-Sep-09 A02-Feb-15-708Garland Garland School Modernization16800%03-Nov-08 A24-Jun-09 AFairmeadFairmeadow Elementary School11945460%14-Dec-09 A01-Aug-13-316DuvenecDuveneck Elementary School11028070%13-May-10 A01-Aug-14-519Hoover 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 & Modernization12215260%03-Nov-08 A01-Jul-13-2Gunn NeGunn New Gym8582860%21-Apr-09 A03-Aug-12-56Gunn NeGunn New Classroom Buildings A and B9453750%20-Apr-09 A03-Dec-12-142Paly NewPaly New Media Arts and Classroom Building10755050%20-Apr-09 A03-Jun-13-272StanfordStanford New Classroom Wing12675820%03-Nov-08 A17-Sep-13-349Terman ATerman Admin Wing Addition & Modernization12275410%03-Nov-08 A23-Jul-13-308Paly - MuPaly - Multi Use Field Improvements70310%03-Nov-08 A30-Jun-11229Ohlone EOhlone Elementary School8261330%03-Nov-08 A03-Jan-1297JJASDJFAJJASNDJFAJJASDJFAJJASNDJFAJJASNDJFAJJASDJFAJJASNDJFAJ17-Nov-11, Gunn AC09-Sep-14, Gunn 22-Apr-11 A, Classroom Improvements03-Jan-13, Paly - Athletic Stadium Renovation Project02-Feb-24-Jun-09 A, Garland School Modernization01-Aug-13, Fairmeadow Elementary School01-Aug-14, Duvenec01-Dec-10 A, Hoover Elementary School28-Sep-09 A, Teaching Walls Casework24-Jun-10 A, Gunn- Industrial Arts Renovation01-Jul-13, Jordan New Classroom Wing & Mo03-Aug-12, Gunn New Gym03-Dec-12, Gunn New Classroom Buildings A and B03-Jun-13, Paly New Media Arts and Classroom17-Sep-13, Stanford New Classroom Win23-Jul-13, Terman Admin Wing Addition & M30-Jun-11, Paly - Multi Use Field Improvements03-Jan-12, Ohlone Elementary SchoolPAUSD Strong Schools Bond - Program Master ScheduleClassic WBS Layout13-Jul-11 14:53Actual 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 Bidding commenced June 13, 2011 and bids are due July 14, 2011. Alternates have been developed to mitigate a potential budget shortfall. Award is expected on July 19, 2011, with construction scheduled to begin in early August 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 D. PROJECT OVERVIEW: • Project currently out for bid. Budget estimates are currently over budget, which will be evaluated once bids are received. • Late DSA approval delayed the bidding of this project by approximately two months. Funding State Funds $0 Strong Schools Bond Funds $24,120,000 Other Funding $0 Total $24,120,000 Budget Salaries and Benefits $13,253 Supplies $0 Contracts & Services $4,462,881 Construction & Equipment $19,567,102 Soft Costs Contingency $76,764 Total $24,120,000 Percent of Budget Expended 11.3% Current Phase: Bid & Award 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 May 19, 2011 Bid Opening July 14, 2011* Award of Contract (1) July 19, 2011* Notice to Proceed July 27, 2011* Substantial Completion February 12, 2013* Planned Occupancy March 1, 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 Design for the parking and drop‐off improvements will recommence in conjunction with the planning of group 2 projects in fall 2011. 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) October 25, 2011* BOE Approval November 8, 2011* Schematic Design (2) January 25, 2012* BOE Approval February 1, 2012* Submit to DSA December 7, 2012* Approval by DSA June 20, 2013* Authorize to Bid (2) June 21, 2013* BOE Approval July 5, 2013* Bid Opening September 27, 2013* Award of Contract (1) November 1, 2013* Notice to Proceed November 29, 2013* Substantial Completion June 22, 2014* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 9 Gunn High School New Gymnasium A. PROJECT STATUS Bidding commenced June 3, 2011 and bids are due July 12, 2011. Award is expected on July 19, 2011, with construction to follow in August 2011. This project is currently within budget. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 D. PROJECT OVERVIEW: • Project bids are due on July 13, 2011. • Late DSA approval delayed the bidding of this project by approximately two months. 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 5.6% Current Phase: Bid & Award 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 May 27, 2011 Bid Opening July 13, 2011* Award of Contract (1) July 19, 2011* Notice to Proceed July 27, 2011* Substantial Completion October 1, 2012* Planned Occupancy December 1, 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 Best Contracting Services Inc. began work on June 13, 2011, installing cooling coils in the science, MS, and L buildings. Electrical rough‐in work is nearing completion and the roof of building L4 is currently being replaced. Plumbing rough‐in and duct cleaning work also continue. Anticipated completion date is August 8, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.7 D. PROJECT OVERVIEW: • Best Contracting Services, Inc. commenced work on the campus and construction is proceeding 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 7.2% Current Phase: Construction 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 11, 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 Concessions and Site Improvements package continue to be reviewed by DSA, with approval anticipated to occur in October 2011. Constructability and coordination reviews will be completed, along with cost estimates, in July 2011. Construction of the concessions building and site improvements is anticipated to start in November 2011. Portable buildings to clear way for the new concessions building will be relocated or removed prior to construction. The bid documents for the bleachers have received preliminary approval from DSA and will be bid to bleacher suppliers in August 2011. Design and fabrication of the bleachers by the successful bidder will commence award, with erection of the bleachers scheduled after the completion of the football season in December 2011. B. C. BUDGET & SCHEDULE SUMMARY D. BOND PROJECT LIST REFERENCE: 4.13 E. PROJECT OVERVIEW: • Project is currently proceeding on schedule under DSA’s anticipated review time. 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 $788,406 Construction & Equipment $2,795,621 Soft Costs Contingency $42,074 Total $3,626,101 Percent of Budget Expended 10.1% Current Phase: DSA Review 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 Authorize to Bid (2) June 28, 2011 BOE Approval July 19, 2011* Approval by DSA (Bleachers) September 19, 2011* Approval by DSA (Concessions) December 9, 2011* Bid Opening January 12, 2012* Award of Contract (1) January 20, 2012* Notice to Proceed January 25, 2012* Substantial Completion November 26, 2012* Planned Occupancy January 1, 2013* * Anticipated Dates – Subject to Change Page | 12 Palo Alto High School Classroom Building and Media Arts A. PROJECT STATUS Five bids were received from prequalified contractors on June 30, 2011, with Taisei Construction being the apparent low bidder at $24.15M. With the project bids within the budget, District staff is recommending the acceptance of alternate #10 for audio visual equipment and installation for an additional $1M. This amounts to a total award of $25.15M to be presented for approval on July 12, 2011. Construction is anticipated to commence in late July 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.1 ‐ 4.3 D. PROJECT OVERVIEW: • Project bids received on June 30, 2011. Anticipate BOE award on July 12, 2011. • Late DSA approval delayed the bidding of this project by approximately two months. 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 $7,001,769 Construction & Equipment $29,740,000 Soft Costs Contingency $383,510 Total $37,140,000 Percent of Budget Expended 8.3% Current Phase: Bid & Award 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 28, 2011 Bid Opening June 30, 2011 Award of Contract (1) July 12, 2011* Notice to Proceed August 1, 2011* Substantial Completion June 1, 2013* Planned Occupancy August 1, 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 On June 14, 2011, DLM, PAC subcommittee and facilities steering committee (FSC) members presented their recommendation for a 466‐seat, single story PAC design to the BOE. The BOE offered feedback and requested DLM, PAC subcommittee and FSC look into expanding the seating capacity of the facility to approximately 550‐600 seats. DLM will study further options and review with staff upon their return in August 2011 from summer break. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.11 D. PROJECT OVERVIEW: • Project schematic design is being reviewed and will now be submitted for BOE approval in the fall. 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 $3,684,187 Construction & Equipment $13,926,590 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) June 14, 2011 BOE Approval September 13, 2011* Submit to DSA April 3, 2012* Approval by DSA October 25, 2012* Authorize to Bid (2) October 26, 2012* BOE Approval November 8, 2012* Bid Opening December 28, 2012* Award of Contract (1) January 22, 2013* Notice to Proceed February 18, 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 returned comments at the end of May 2011. AEDIS is addressing the comments in preparation for a final approval in late August 2011. Constructability and coordination reviews are underway and will be complete in July 2011. Bidding is expected to occur in September 2011, with construction to commence in November 2011. AEDIS and staff continue to review strategies for prioritizing scope and to identify alternates, as current cost estimates indicate this project exceeds the budget, due to strengthening foundation systems to account for potential liquefaction beneath the new buildings. 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 $3,564,530 Construction & Equipment $13,949,500 Soft Costs Contingency $429,164 Total $17,943,194 Percent of Budget Expended 7.2% 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) March 23, 2010 BOE Approval April 27, 2010 Submit to DSA December 21, 2010 Authorize to Bid (2) June 28, 2011 BOE Approval July 19, 2011* Approval by DSA September 1, 2011* Bid Opening October 4, 2011* Award of Contract (1) October 12, 2011* Notice to Proceed October 31, 2011* Substantial Completion June 17, 2013* Planned Occupancy August 1, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 15 Jordan Middle Schools ‐ Interim Classrooms A. PROJECT STATUS The installation of six portables went out to bid on June 14, 2011, with bids due on July 14, 2011. The installation of these portables is anticipated in mid‐August 2011. The project will be funded by bond funds and impact fees, in preparation of beginning construction on the main project on this campus in November 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1, 6.4, 6.5 D. PROJECT OVERVIEW: • This project is proceeding on schedule. Funding State Funds $0 Strong Schools Bond Funds $300,171 Other Funding $300,171 Total $600,342 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $170,624 Construction & Equipment $428,020 Soft Costs Contingency $1,698 Total $600,342 Percent of Budget Expended 1.1%* *Budget previously expended Current Phase: DSA Review / Bid & Award Schedule: Approval by DSA June 16, 2011 Authorize to Bid (2) June 14, 2011 BOE Approval June 28, 2011 Bid Opening July 14, 2011* Award of Contract (1) July 19, 2011* Notice to Proceed July 27, 2011* Substantial Completion September 20, 2011* Planned Occupancy October 1, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 16 J.L. Stanford Middle School A. PROJECT STATUS AEDIS submitted drawings to DSA on May 6, 2011 and accepted the drawings on June 9, 2011. Approval from DSA is anticipated in early 2012. The project is currently within budget. 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 is currently proceeding on schedule under DSA’s anticipated review time and within budget. 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 $3,408,170 Construction & Equipment $13,421,500 Soft Costs Contingency $351,571 Total $17,184,699 Percent of Budget Expended 8.4% 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 (3) June 1, 2010 BOE Approval June 22, 2010 BOE Approval (Sitework) September 28, 2010 Submit to DSA May 6, 2011 Approval by DSA January 27, 2012* Authorize to Bid (2) February 14, 2012* BOE Approval February 28, 2012* Bid Opening April 3, 2012* Award of Contract (1) April 11 2012* Notice to Proceed April 27, 2012* Substantial Completion August 5, 2013* Planned Occupancy September 17, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 17 J.L. Stanford Middle School ‐ Interim Classrooms A. PROJECT STATUS The relocation of two portables at JLS to accommodate the new classroom building, was awarded to Coulter Construction on June 13, 2011. This work will occur during July 2011 and will be complete in August 2011 for the beginning of school. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1, 6.4, 6.5 D. PROJECT OVERVIEW: • This project on schedule. Coulter Construction awarded the project on June 13, 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 $3,408,170 Construction & Equipment $13,421,500 Soft Costs Contingency $351,571 Total $17,184,699 Percent of Budget Expended 8.4% This portable relocation project funded by main JLS project. Current Phase: Bid & Award/Construction Schedule: Approval by DSA April 19, 2011 Jordan Project June 16, 2011* Authorize to Bid (2) May 10, 2011 BOE Approval May 24, 2011 Bid Opening June 1, 2011 Award of Contract (1) June 13, 2011 Notice to Proceed June 20, 2011 Substantial Completion August 1, 2011 Planned Occupancy August 15, 2011* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 18 Terman Middle School A. PROJECT STATUS DSA returned comments at the end of May 2011. AEDIS is addressing the comments in preparation for final approval, expected in August 2011. Constructability and coordination reviews will be completed in July 2011. Bidding is anticipated to occur in September 2011, with construction to commence in November 2011. The project is currently within budget. 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 $2,533,760 Construction & Equipment $10,031,569 Soft Costs Contingency $284,742 Total $12,850,071 Percent of Budget Expended 7.4% 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 Authorize to Bid (2) June 28, 2011 BOE Approval July 19, 2011* Approval by DSA August 26, 2011* Bid Opening October 4, 2011* Award of Contract (1) October 12, 2011* Notice to Proceed October 27, 2011* Substantial Completion June 24, 2013* Planned Occupancy August 1, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 19 Fairmeadow Elementary School New Classroom Building and Modernization A. PROJECT STATUS Gelfand continued to review and implement constructability comments, and complete bid documents. Estimates on the 90% CD drawings were received on June 17, 2011, which show the project to be over budget. Gelfand is implementing cost savings measures to bring this back within budget prior to seeking final approval from DSA. Gelfand received DSA comments for accessibility and fire protection on June 14, 2011, with structural comments anticipated to be received by July 28, 2011. Bidding is scheduled to occur in November 2011, with construction planned to begin in January 2012. 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 under DSA’s anticipated review time 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 7.9% Current Phase: DSA Review 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 October 17, 2011* Authorize to Bid (2) November 8, 2011* BOE Approval November 22, 2011* Bid Opening December 21, 2011* Award of Contract (1) December 28, 2011* Notice to Proceed January 3, 2012* Substantial Completion May 8, 2013* Planned Occupancy August 1, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 20 Fairmeadow Elementary School Portable Relocation Project A. PROJECT STATUS Bids were opened on June 14, 2011, and Guerra Construction Group was awarded the project at the June 14, 2011 BOE meeting. Guerra will begin work to relocate this portable in July 2011. The JLS project is funding the relocation of this portable to provide the required setback for the construction of JLS’ new 2‐story classroom building. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 6.4 D. PROJECT OVERVIEW: • Guerra Construction Group awarded the project on June 14, 2011 and work commenced June 22, 2011. Funding State Funds $0 Strong Schools Bond Funds $161,507 Other Funding $0 Total $161,507 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $15,690 Construction & Equipment $132,317 Soft Costs Contingency $13,500 Total $161,507 Percent of Budget Expended 0.6% Current Phase: Construction 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) May 11, 2011 BOE Approval May 24, 2011 Bid Opening June 14, 2011 Award of Contract (1) June 14, 2011 Notice to Proceed June 20, 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 Ohlone Elementary School New Classroom Building and Modernization A. PROJECT STATUS Jeff Luchetti Construction started the modernization portion of the work June 13, 2011 and continued to progress on the new building. For the new building, the walls are taped and finished with the first coat of primer and mechanical, electrical, plumbing, and sprinkler rough‐in work continues. The roofing systems and windows are installed, and the two coats of plaster are complete. For the modernization, electrical and plumbing rough‐in work is in progress, and the front parking lot reconfiguration is well underway. 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 44.5% Change Order Contingency • Starting Contingency Balance $748,400 • Remaining Contingency Balance $690,961 • Percent of Changes 0.8% (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 19, 2010 Substantial Completion November 7, 2011* Planned Occupancy January 3, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 22 Duveneck Elementary School New Classroom Buildings and Modernization A. PROJECT STATUS Schematic design was presented to the BOE on June 14, 2011 and received approval on June 28, 2011. This approval includes an increase in the project budget to $11,088,757 to account for an increase to foundation costs for potential liquefaction on the site of the new buildings. Gelfand will begin design development in July 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Schematic design was approved by BOE on June 28, 2011. Funding State Funds $0 Strong Schools Bond Funds $11,088,757 Other Funding $0 Total $11,088,757 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $2,129,387 Construction & Equipment $8,803,087 Soft Costs Contingency $156,283 Total $11,088,757 Percent of Budget Expended 1.1% Current Phase: Design Development 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) June 14, 2011 BOE Approval June 28, 2011 Submit to DSA December 19, 2011* Approval by DSA August 6, 2012* Authorize to Bid (2) September 28, 2012* BOE Approval October 9, 2012* Bid Opening November 22, 2012* Award of Contract (1) November 27, 2012* Notice to Proceed December 5, 2012* Substantial Completion April 16, 2014* Planned Occupancy August 1, 2014* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 23 Technology Improvements A. PROJECT STATUS The District purchased computers, utilizing bond funds, throughout the 2010/11 school year. During the year there was a notable shift from desktops and laptops to handheld devices, primarily at the elementary school level. At the end of the school year, orders were placed for equipment to be used in the 2011/12 school year. Also, the Voice over IP (VoIP) telephone system contract was awarded by the BOE on June 13, 2011, with implementation to begin in July 2011. A major upgrade to the District's network will go out to bid in July 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • New computers under evaluation for 2011/12 school year. 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 51.7% 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 | 24 Elementary Classroom Improvements Interactive Whiteboards and Sound Assist System Installation A. PROJECT STATUS Coulter Construction installed SmartBoards and Lightspeed sound assist systems, and completed the installation April 29, 2011. Phase 4 and 5 schools were the final elementary schools to receive interactive whiteboards and sound assist systems. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • All SmartBoards and Lightspeed sound systems installed. 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 19.7% Current Phase: Complete ‐May 15, 2011 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 | 25 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 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 $1,506 Contracts & Services $747,165 Construction & Equipment $3,326,689 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 | 26 Gunn High School Industrial Arts Addition and Renovation A. PROJECT STATUS This facility was available for instruction in January 2010. DSA closeout is anticipated to occur by the end of August 2011. 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 | 27 Gunn High School Aquatic Center A. PROJECT STATUS This facility was available for use in July 2009, and has been closed out with 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 $691,797 Construction & Equipment $4,318,858 Soft Costs Contingency $2,095 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 | 28 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 for approval on September 8, which became the program documents for the new projects at each campus. These projects for pre‐design work have been closed, and funds will be transferred to the program contingency on June 14, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.12 D. PROJECT OVERVIEW: • This project has been completed. 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 | 29 Garland Elementary School Campus Modernization A. PROJECT STATUS The Board of Education has put new development for Garland on hold until a growth plan is established for the elementary schools. The board will discuss terminating the lease to Stratford School in June 2011, so that future plans for growth at the elementary schools can begin on this campus as early as June 2014. 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 | 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 master plans for both high schools, and these projects will be closed, with funds transferred to the respective campus reserve funds. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1 – 3.14, 4.1 – 4.14 D. PROJECT OVERVIEW: • Group 2 project planning at the high schools will re‐commence in fall 2011. 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 This project has been put on hold until 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 Page | 33 Elementary Classroom Improvements Phase 1 – Barron Park and El Carmelo A. PROJECT STATUS DSA comments were returned to Gelfand for Phase 1 plans that include 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: On Hold 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 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.