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Monthly Reports 2011-09 (Sep) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through September 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 Capital Projects Gunn High School – New Classroom Buildings A & B page 6 Gunn High School – Parking and Drop‐off Sitework Improvement page 7 Gunn High School – New Gymnasium page 8 Palo Alto High School – Athletic Stadium Improvements page 9 Palo Alto High School – Project Classroom Building and Media Arts page 12 Palo Alto High School – Performing Arts Center page 11 Palo Alto High School – Haymarket and Tower Building Boiler Replacement page 12 Jordan Middle School page 13 Jordan Middle School – Interim Classrooms page 14 J.L. Stanford Middle School page 15 Terman Middle School page 16 Fairmeadow Elementary School page 17 Ohlone Elementary School page 18 Duveneck Elementary School page 19 Technology page 20 Completed Capital Projects Gunn High School – Air Conditioning of Existing Buildings page 21 J.L. Stanford Middle School – Interim Classrooms page 22 Fairmeadow Elementary School – Portable Relocation page 23 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 Clearing and grubbing for buildings A and B is complete. Utility rerouting at building A is underway as well as rough grading for the building pads. The concrete contractor has mobilized and will begin the installation of below grade foundation systems as soon as the building pads are constructed. 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. Gunn High School – New Gymnasium Demolition of the existing tennis courts and basketball courts is complete. The contractor has brought in material to balance the site and has started the process of over‐excavating and re‐compacting the building pad. Palo Alto High School – Athletics Stadium Improvements The Stadium subcommittee and facilities steering committee (FSC) approved a budget augmentation for the project, which is being consolidated into one bid package. The project will go out to bid in November 2011, with construction beginning in January 2012. The structural design for the bleachers will be submitted by the successful bidder for DSA approval, and will likely be installed after the 2012 football season. Palo Alto High School – Classroom Building and Media Arts Building Demolition of the existing utilities and pavement is complete. Utility trenches have been backfilled and the building pads are complete. New storm drain installation and foundation excavation will commence in October. Palo Alto High School – Performing Arts Center (PAC) On August 3, 2011 DLM presented a design scheme to the FSC with a layout of 575 seats as requested by the BOE. This scheme would have resulted in a project budget of $24.9M. FSC members requested further discussions with the BOE for clarifications on the size of facility. A meeting occurred on September 21, 2011 with the performing arts’ staff and the Superintendent, and it was agreed to investigate options for 540 seat single‐story scheme. DLM will meet with the subcommittee to review this additional scheme and present it to the FSC and BOE. Palo Alto High School – Haymarket and Tower Building Boiler Replacement The FSC approved funds from the Tower building project to be appropriated to replace two failing boilers located in the basement of Haymarket Theater. Five bids were received for the boiler replacement project on September 28, 2011. Environmental Services Inc. is the apparent low bidder, and a recommendation to the BOE for award will be made at the October 11, 2011 meeting. Proposals have been received for inspector of record, special inspection and environmental inspectors and we will be processing them in the month of October. Construction is anticipated to start in October. Jordan Middle School The additional campus‐wide ADA compliance improvements required by DSA has delayed their approval until early October 2011. The project is now anticipated to bid in late October 2011, with construction to commence in January 2012. Fifteen contractors were prequalified to provide bids on this project. Jordan Middle School ‐ Interim Classrooms The portables have been installed, and were cleaned and ready for occupancy a week ahead of schedule. School staff requested additional time for packing and moved in on September 30, 2011. DSA closeout has commenced. The project is funded with both bond funds and impact fees. Page | 4 J.L. Stanford Middle School Approval from DSA is anticipated in early 2012. The project is currently within budget. Final estimates, and constructability reviews will occur in fall 2011. Terman Middle School DSA approval was received on September 1, 2011, and bidding is scheduled to commence in October 2011. Construction is expected to begin in December 2011. Recently completed construction document estimates show the project to be over budget, therefore final alternates are being considered to provide a strategy to maintain the project budget. Fifteen contractors were prequalified to provide bids on this project. Fairmeadow Elementary School – New Classroom Building and Modernization Gelfand received all DSA comments and has scheduled backcheck appointments with DSA on October 25 ‐ 27. O’Connor is concurrently performing site verification, backchecking constructability review comments and finalizing front end documents. Prequalification for contractors was publicized on September 23, 2011. The project is anticipated to go out for bid in November 2011. Construction is planned to begin in early January 2012. Ohlone Elementary School – New Classroom Building and Modernization With the modernization work complete, the focus is on completion of the new classroom wing. Mechanical, electrical, and plumbing trim work is underway, and finishes such as painting, casework, wood trim, and wall coverings continue. Site irrigation and concrete walkways are in progress. The pavers, landscaping trays and planters have been installed for the green roof. Duveneck Elementary School – New Classroom Buildings and Modernization Gelfand is wrapping up design development documents and anticipates submitting a package for district and O’Connor review in early October 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 2010/11 school year, orders were placed for equipment to be used in the 2011/12 school year. Implementation of the Voice‐over‐IP (VoIP) telephone system is scheduled to begin at the district office this fall. A major upgrade to the District's network is currently out for re‐bid, with bids opening extended into October 2011. COMPLETED CAPITAL PROJECTS Gunn High School – Air Conditioning of Existing Buildings Best Contracting Services Inc. completed the installation of air conditioning units and cool roof coating. Project close‐out has commenced. J.L. Stanford Middle School ‐ Interim Classrooms Coulter Construction completed the work on the relocated portables in August. Project close‐out has commenced. Fairmeadow Elementary School – Portable Relocation The work on the relocated portable was complete on August 8, 2011. Project close‐out has commenced. Elementary Classroom Improvements – Installation of Interactive Whiteboards and Sound Assist Systems Installation of SmartBoards and Lightspeed sound assist systems were completed for all elementary school classrooms and libraries on April 29, 2011. 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. Page | 5 Gunn High School – Industrial Arts Addition & Renovation This facility was available for instruction in January 2010. DSA closeout received on July 18, 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 were 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. Board Actions in September September 13, 2011 Consent 3 – Contract with Colbi Technologies, Inc. for School Construction Project Accounting System and Support Consent 4 – Appointment of Replacement Member to the Citizens’ Oversight Committee for the Strong Schools Bond Action 9 – Testing and Inspection Services: (1) Approval of a Pool of Firms to Provide These Services for Strong Schools Bond Projects; (2) Approval of Ninyo and Moore to Provide These Services for the Gunn Gymnasium and Classroom Buildings; (3) Approval of HP Inspection, Inc., to Provide These Services for the Paly New Classroom and Media Arts Buildings; (4) Authorization to Execute Change Orders September 27, 2011 Consent 6 – Approval of Strong Schools Bond Change Orders ABCC / AB - C C / BA - BGunn High School - High School Master Plan 142,389 136,008 117,415 82.5%18,593 86.33%6,381Gunn 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 Building5,082,402 5,049,558 5,045,659 99.3%3,899 99.92% 32,844Gunn High School 3 - AD2- close out5,777 5,7775,777 100.0%0 100.00%0Gunn High School 4 - New classroom Buildings25,035,200 23,877,593 2,875,825 11.5% 21,001,768 12.04% 1,157,607Gunn High School 5 - Parking & Drop Off improvements3,940,000 321,841 101,564 2.6%220,277 31.56% 3,618,159Gunn High School 6- New/Auxiliary Gymnasium12,914,800 11,058,471 1,190,065 9.2%9,868,406 10.76% 1,856,329Gunn High School 7- A/C2,600,000 2,294,678 1,557,496 59.9%737,182 67.87% 305,322Gunn High School - Reserved21,525,08100 0.0%0 0.00% 21,525,081Palo Alto High Schools - High School Master Plan142,998 137,758 128,443 89.8%9,315 93.24%5,240Palo Alto High School 1 - Stadium Field3,626,101 903,407 599,678 16.5%303,729 66.38% 2,722,694Palo Alto High School 2 - Multi-Use Field (Multi-Fund)2,609,680 2,609,680 2,604,765 99.8%4,915 99.81%0Palo Alto high School 3 - New classroom & Media Art Building37,140,000 33,619,793 4,413,605 11.9% 29,206,188 13.13% 3,520,207Palo Alto High School 4 - New Theater17,720,000 1,364,139 221,891 1.3%1,142,248 16.27% 16,355,861Palo Alto High School 5 - Haymarket and Tower Admin. Building800,00000 0.0%0 0.00% 800,000Palo Alto High School - Reserved36,754,76600 0.0%0 0.00% 36,754,766Jordan Middle School -Program Management- MS Pre-Design18,890 18,89017,826 94.4%1,064 94.37%0Jordan Middle Schools 1- Interim Classrooms600,342 478,735 175,191 29.2%303,544 36.59% 121,607Jordan Middle School 2- Improvements17,943,194 2,842,475 1,447,202 8.1%1,395,273 50.91% 15,100,719J.L.S Middle School - Program Management- MS Pre-Design18,799 18,79918,408 97.9%391 97.92%0J.L.S Middle School 1 - Interim Classrooms 446,844 399,483 361,713 80.9%37,770 90.55% 47,361 J.L.S Middle School 2- Improvements17,184,699 3,281,355 1,763,543 10.3% 1,517,812 53.74% 13,903,344Terman Middle School - Program Management- MS Pre-Design18,799 18,79918,423 98.0%376 98.00%0Terman Middle School 1- Improvements12,850,071 2,009,744 1,041,859 8.1%967,885 51.84% 10,840,327PAUSD Elementary Schools - Program Management- Elem. Growth Plan145,000 98,48083,550 57.6%14,930 84.84% 46,520Addison Elementary School 1-Phase I5,199,727 21,26721,267 0.4%0 100.00% 5,178,460Briones Elementary School 1-Phase I701,92500 0.0%0 0.00% 701,925Duveneck Elementary School 1-Phase I11,088,757 186,931 183,331 1.7%3,600 98.07% 10,901,826Garland 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 I641,76000 0.0%0 0.00% 641,760Escondido Elementary School 1-Phase I6,202,34300 0.0%0 0.00% 6,202,343Fairmeadow Elementary School 1- Phase I 9,327,500 1,552,324 796,338 8.5%755,986 51.30% 7,775,176Hays Elementary School 1-Phase I4,793,81400 0.0%0 0.00% 4,793,814Hoover Elementary School 1-Phase I8,575,389 70,55057,165 0.7%13,385 81.03% 8,504,839Nixon Elementary School 1-Phase I802,20000 0.0%0 0.00% 802,200Ohlone Elementary School 1- Phase I 11,667,965 10,678,606 6,971,008 59.7% 3,707,598 65.28% 989,359Palo Verde Elementary School 1-Phase I3,482,88500 0.0%0 0.00% 3,482,885Barron Park Elementary School 1-Phase I641,76000 0.0%0 0.00% 641,760 Elementary Schools 1 - Elementary Classroom Improvements *8,153,022 2,004,889 1,863,782 22.9%141,107 92.96% 6,148,133Elementary Schools - Reserved5,075,68800 0.0%0 0.00% 5,075,688PAUSD - Program Management6,651,989 4,971,605 3,738,255 56.2% 1,233,350 75.19% 1,680,384PAUSD - Technology 8,212,531 5,059,312 4,632,003 56.4%427,309 91.55% 3,153,219PAUSD - Technology -Reserved5,694,83400 0.0%0 0.00% 5,694,834PAUSD - Reserved7,230,20500 0.0%0 0.00% 7,230,205Bond Issuance Cost1,840,700 1,840,700 1,840,700 100.0%0 100.00%0Total352,294,793 122,075,455 49,036,38973,039,066230,219,338Prepared by: Business Services Department based on QSS accounting SystemSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictStrong Schools Bond9/30/2011Percent of ExpendedContract BalanceExpenditures Budget BalanceCommittedBudget Page | 6 Gunn High School New Classroom Buildings A & B A. PROJECT STATUS Clearing and grubbing for buildings A and B is complete. Utility rerouting at building A is underway as well as rough grading for the building pads. The concrete contractor has mobilized and will begin the installation of below grade foundation systems as soon as the building pads are constructed. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 D. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Funding State Funds $0 Strong Schools Bond Funds $25,035,200 Other Funding $0 Total $25,035,200 Budget Salaries and Benefits $13,253 Supplies $0 Contracts & Services $4,462,881 Construction & Equipment $20,482,302 Soft Costs Contingency $76,764 Total $25,035,200 Percent of Budget Expended 11.5% Change Order Contingency • Starting Contingency Balance $ 1,763,200 • Remaining Contingency Balance $ 1,731,006 • Percent of Changes 0.02% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Construction 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 22, 2011 Notice to Proceed August 24, 2011 Substantial Completion February 23, 2013* Planned Occupancy April 1, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 7 Gunn High School Parking and Drop‐off Sitework Improvement A. PROJECT STATUS 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 2.4% Current Phase: Conceptual Design Schedule: Architect Contract (2) March 31, 2009 BOE Approval April 14, 2009 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 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 8 Gunn High School New Gymnasium A. PROJECT STATUS Demolition of the existing tennis courts and basketball courts is complete. The contractor has brought in material to balance the site and has started the process of over‐excavating and re‐compacting the building pad. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 D. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. Funding State Funds $0 Strong Schools Bond Funds $12,914,800 Other Funding $0 Total $12,914,800 Budget Salaries and Benefits $0 Supplies $1,001 Contracts & Services $2,675,560 Construction & Equipment $10,158,210 Soft Costs Contingency $80,029 Total $12,914,800 Percent of Budget Expended 9.2% Change Order Contingency • Starting Contingency Balance $834,700 • Remaining Contingency Balance $834,700 • Percent of Changes 0.0% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Construction 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 20, 2011 Notice to Proceed August 1, 2011 Substantial Completion September 11, 2012* Planned Occupancy November 15, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 9 Palo Alto High School Athletic Stadium Improvements A. PROJECT STATUS The Stadium subcommittee and facilities steering committee (FSC) approved a budget augmentation for the project, which is being consolidated into one bid package. The project will go out to bid in November 2011, with construction beginning in January 2012. The structural design for the bleachers will be submitted by the successful bidder for DSA approval, and will likely be installed after the 2012 football season. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.13 D. PROJECT OVERVIEW: • FSC authorized budget increase, which will be approved by the BOE at time of award. • Project to be re‐bid in October as one package. Funding State Funds $0 Strong Schools Bond Funds $3,626,101 Other Funding $0 Total $3,626,101 Budget Salaries and Benefits $882 Supplies $0 Contracts & Services $766,460 Construction & Equipment $2,836,213 Soft Costs Contingency $22,546 Total $3,626,101 • Percent of Budget Expended 16.5% • Budget augmentation pending BOE approval Current Phase: Bid & Award 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 July 26, 2011 Bid Opening December 8, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed January 3, 2012* Substantial Completion March 1, 2012* Planned Occupancy March 15, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 10 Palo Alto High School Classroom Building and Media Arts A. PROJECT STATUS Demolition of the existing utilities and pavement is complete. Utility trenches have been backfilled and the building pads are complete. New storm drain installation and foundation excavation will commence in October. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.1 ‐ 4.3 D. PROJECT OVERVIEW: • This project is proceeding on schedule and within budget. 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 $7,051,446 Construction & Equipment $29,740,000 Soft Costs Contingency $333,833 Total $37,140,000 Percent of Budget Expended 11.9% Change Order Contingency • Starting Contingency Balance $2,515,000 • Remaining Contingency Balance $2,460,009 • Percent of Changes 2.2% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Construction 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 4, 2011 Substantial Completion June 20, 2013* Planned Occupancy July 20, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 11 Palo Alto High School Performing Arts Center (PAC) A. PROJECT STATUS On August 3, 2011 DLM presented a design scheme to the FSC with a layout of 575 seats as requested by the BOE. This scheme would have resulted in a project budget of $24.9M. FSC members requested further discussions with the BOE for clarifications on the size of facility. A meeting occurred on September 21, 2011 with the performing arts’ staff and the Superintendent, and it was agreed to investigate options for 540 seat single‐story scheme. DLM will meet with the subcommittee to review this additional scheme and present it to the FSC and BOE. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.11 D. PROJECT OVERVIEW: • Project schematic design is anticipated to be submitted for BOE approval on December 13, 2011. 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 1.3% 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 (3) June 14, 2011 BOE Approval December 13, 2011* BOE Approval January 17, 2012* Submit to DSA August 13, 2012* Approval by DSA March 26, 2013* Authorize to Bid (2) March 12, 2013* BOE Approval March 27, 2013* Bid Opening June 4, 2013* Award of Contract (1) June 19, 2013* Notice to Proceed July 10, 2013* Substantial Completion January 15, 2015* Planned Occupancy February 15, 2015* * Anticipated Dates – Subject to Change ( )b f d f d d Page | 12 Palo Alto High School Boiler Replacement System A. PROJECT STATUS The FSC approved funds from the Tower building project to be appropriated to replace two failing boilers located in the basement of Haymarket Theater. Five bids were received for the boiler replacement project on September 28, 2011. Environmental Services Inc. is the apparent low bidder, and a recommendation to the BOE for award will be made at the October 11, 2011 meeting. Proposals have been received for inspector of record, special inspection and environmental inspectors and we will be processing them in the month of October. Construction is anticipated to start in October. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.1 ‐ 4.3 D. PROJECT OVERVIEW: • Bids were received on September 28, 2011 and Environmental Services Inc. is the apparent low bidder. • Recommendation to the BOE for award will be made at the October 11, 2011 meeting. Funding State Funds $0 Strong Schools Bond Funds $800,000 Other Funding $0 Total $800,000 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $0 Construction & Equipment $0 Soft Costs Contingency $800,000 Total $800,000 Percent of Budget Expended 0.0% Current Phase: Bid & Award 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 30, 2011 Authorize to Bid (2) May 10, 2011 BOE Approval May 24, 2011 Approval by DSA August 24, 2011 Bid Opening September 28, 2011 Award of Contract (1) October 11, 2011* Notice to Proceed October 17, 2011* Substantial Completion January 6, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 13 Jordan Middle School A. PROJECT STATUS The additional campus‐wide ADA compliance improvements required by DSA has delayed their approval until early October 2011. The project is now anticipated to bid in late October 2011, with construction to commence in January 2012. Fifteen contractors were prequalified to provide bids on this project. 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: • DSA’s anticipated review time has extended due to DSA access compliance requirements with approval expected on October 5, 2011. 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 8.1% 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 Authorize to Bid (2) June 28, 2011 BOE Approval July 19, 2011 Approval by DSA October 5, 2011* Bid Opening December 6, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed January 3, 2012* Substantial Completion July 1, 2013* Planned Occupancy August 15, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 14 Jordan Middle Schools ‐ Interim Classrooms A. PROJECT STATUS The portables have been installed, and were cleaned and ready for occupancy a week ahead of schedule. School staff requested additional time for packing and moved in on September 30, 2011. DSA closeout has commenced. The project is funded with both bond funds and impact fees. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1, 6.4, 6.5 D. PROJECT OVERVIEW: • This project completed ahead of schedule and under budget. • Move in occurred on September 30, 2011. Funding State Funds $0 Strong Schools Bond Funds $392,120 Other Funding $208,222 Total $600,342 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $180,286 Construction & Equipment $419,292 Soft Costs Contingency $764 Total $600,342 Percent of Budget Expended 29.2%* *Budget previously expended Current Phase: Move‐in 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 20, 2011 Notice to Proceed July 27, 2011 Substantial Completion September 20, 2011 Occupancy September 30, 2011 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 15 J.L. Stanford Middle School A. PROJECT STATUS Approval from DSA is anticipated in early 2012. The project is currently within budget. Final estimates, and constructability reviews will occur in fall 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.5 – 2.8, 2.11 – 2.12, 6.4, 6.5 D. PROJECT OVERVIEW: • Project is currently proceeding on schedule per DSA’s anticipated review time and is 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 $3,413,770 Construction & Equipment $13,421,500 Soft Costs Contingency $345,971 Total $17,184,699 Percent of Budget Expended 10.3% 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 Authorize to Bid (2) November 29, 2011* BOE Approval December 13, 2011* Approval by DSA January 6, 2012* Bid Opening February 21, 2012* Award of Contract (1) February 28, 2012* Notice to Proceed March 12, 2012* Substantial Completion June 24, 2013* Planned Occupancy August 6, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 16 Terman Middle School A. PROJECT STATUS DSA approval was received on September 1, 2011, and bidding is scheduled to commence in October 2011. Construction is expected to begin in December 2011. Recently completed construction document estimates show the project to be over budget, therefore final alternates are being considered to provide a strategy to maintain the project budget. Fifteen contractors were prequalified to provide bids on this project. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.8, 2.11 – 2.12 D. PROJECT OVERVIEW: • DSA approval received on September 1, 2011. • Project currently over 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 8.1% 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) 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 September 1, 2011 Bid Opening November 29, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed January 3, 2012* Substantial Completion June 24, 2013* Planned Occupancy August 2, 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 received all DSA comments and has scheduled backcheck appointments with DSA on October 25 ‐ 27. O’Connor is concurrently performing site verification, backchecking constructability review comments and finalizing front end documents. Prequalification for contractors was publicized on September 23, 2011. The project is anticipated to go out for bid in November 2011. Construction is planned to begin in early 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 per DSA’s anticipated review time, and is 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 8.5% 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 Authorize to Bid (2) October 11, 2011* BOE Approval October 25, 2011* Approval by DSA October 27, 2011* Bid Opening December 6, 2011* Award of Contract (1) December 13, 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 | 18 Ohlone Elementary School New Classroom Building and Modernization A. PROJECT STATUS With the modernization work complete, the focus is on completion of the new classroom wing. Mechanical, electrical, and plumbing trim work is underway, and finishes such as painting, casework, wood trim, and wall coverings continue. Site irrigation and concrete walkways are in progress. The pavers, landscaping trays and planters have been installed for the green roof. 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 $2,364,267 Construction & Equipment $9,169,121 Soft Costs Contingency $129,110 Total $11,667,965 Percent of Budget Expended 59.7% Change Order Contingency • Starting Contingency Balance $748,400 • Remaining Contingency Balance $687,595 • 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 | 19 Duveneck Elementary School New Classroom Buildings and Modernization A. PROJECT STATUS Gelfand is wrapping up design development documents and anticipates submitting a package for district and O’Connor review in early October 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Gelfand Partners proceeding with design development. 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 1.7% 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 January 19, 2012* Approval by DSA September 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 | 20 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 2010/11 school year, orders were placed for equipment to be used in the 2011/12 school year. Implementation of the Voice‐over‐IP (VoIP) telephone system is scheduled to begin at the district office this fall. A major upgrade to the District's network is currently out for re‐bid, with bids opening extended into October 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • New computers for 2011/12 school year being delivered to school sites. Funding State Funds $0 Strong Schools Bond Funds $8,212,531 Other Funding $0 Total $8,212,531 Budget Salaries and Benefits $0 Supplies & Computers $7,829,936 Contracts & Services $180,173 Construction & Equipment $202,422 Soft Costs Contingency $0 Total $8,212,531 Percent of Budget Expended 52.5% 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 | 21 Gunn High School Air Conditioning of Existing Buildings A. PROJECT STATUS Best Contracting Services Inc. completed the installation of air conditioning units and cool roof coating. Project close‐out has commenced. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.7 D. PROJECT OVERVIEW: • Project in close‐out. Funding State Funds $0 Strong Schools Bond Funds $2,600,000 Other Funding $0 Total $2,600,000 Budget Salaries and Benefits $1,919 Supplies $0 Contracts & Services $454,160 Construction & Equipment $2,120,580 Soft Costs Contingency $22,891 Total $2,600,000 Percent of Budget Expended 59.9% Current Phase: Close‐out 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 | 22 J.L. Stanford Middle School ‐ Interim Classrooms A. PROJECT STATUS Coulter Construction completed the work on the relocated portables. Project close‐out has commenced. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1, 6.4, 6.5 D. PROJECT OVERVIEW: • Project completed on schedule and is currently in close‐out. 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 10.3% This portable relocation project funded by main JLS project. Current Phase: Occupancy ‐August 11, 2011 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 8, 2011 Planned Occupancy August 15, 2011 * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 23 Fairmeadow Elementary School Portable Relocation Project A. PROJECT STATUS Guerra Construction Group completed the work on the relocated portable on August 8, 2011. The JLS project is funding the relocation of this portable for the construction of JLS’ new 2‐story classroom building. Project close‐out has commenced. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 6.4 D. PROJECT OVERVIEW: • Project completed ahead of schedule on August 8, 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 10.3% This portable relocation project funded by main JLS project. Current Phase: Occupancy ‐August 8, 2011 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 8, 2011 * 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 22.9% 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 $2,609,680 Other Funding $1,007,255 Total $3,616,934 Budget Salaries and Benefits $0 Supplies $1,506 Contracts & Services $729,418 Construction & Equipment $2,883,316 Soft Costs Contingency $2,694 Total $3,616,934 Percent of Budget Expended 99.8% 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 received on July 18, 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 $5,082,402 Other Funding $0 Total $5,082,402 Budget Salaries and Benefits $1,061 Supplies $88,985 Contracts & Services $1,000,861 Construction & Equipment $3,991,495 Soft Costs Contingency $0 Total $5,082,402 Percent of Budget Expended 99.3% 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 $4,865,423 Other Funding $0 Total $4,865,423 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $647,169 Construction & Equipment $4,218,253 Soft Costs Contingency $0 Total $4,865,423 Percent of Budget Expended 99.9% 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 $56,489 Other Funding $0 Total $56,489 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $56,489 Construction & Equipment $0 Soft Costs Contingency $0 Total $56,489 Percent of Budget Expended 96.8% 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 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. 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 below). 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 have been 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 $285,387 Other Funding $0 Total $285,387 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $285,387 Construction & Equipment $0 Soft Costs Contingency $0 Total $285,387 Percent of Budget Expended 86.2% 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 0.7% 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 $8,153,022 Other Funding $0 Total $8,153,022 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $1,195,880 Construction & Equipment $6,754,207 Soft Costs Contingency $202,935 Total $8,153,022 Percent of Budget Expended 22.9% 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.