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Monthly Reports 2011-11 (Nov) MMOONNTTHHLLYY PPRROOGGRREESSSS RREEPPOORRTT Through November 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 10 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 J.L. Stanford Middle School page 14 Terman Middle School page 15 Fairmeadow Elementary School page 16 Ohlone Elementary School page 17 Duveneck Elementary School page 18 Property Acquisition – 525 San Antonio Rd page 19 Technology page 20 Completed Capital Projects Jordan Middle School – Interim Classrooms page 21 Gunn High School – Air Conditioning of Existing Buildings page 22 J.L. Stanford Middle School – Interim Classrooms page 23 Fairmeadow Elementary School – Portable Relocation page 24 Elementary Classroom Improvements – Interactive Whiteboard & Sound Assist System page 25 Palo Alto High School – Multi‐use Field page 26 Gunn High School – Industrial Arts Renovation page 27 Gunn High School – Aquatic Center page 28 Middle School Pre‐Design page 29 Inactive Capital Projects Garland Elementary School page 30 Elementary School Teaching Walls – Phase 1 Schools page 31 High School Master Plan page 32 Hoover Elementary School page 33 Elementary Classroom Improvements – Phase 1 Schools Barron Park and El Carmelo page 34 Appendix Exhibit A – Bond Project List Page | 3 EXECUTIVE SUMMARY Gunn High School – New Classroom Buildings A & B BRCO Constructors completed the building pads for buildings A and B. The contractor commenced digging foundations and installing reinforcing steel at both buildings. Work on the foundations will continue through December 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. Gunn High School – New Gymnasium Amoroso continued the installation of foundation systems and underground utilities, which will go through mid‐ December. The contractor will commence work on installation of reinforcing steel in early December in preparation for placement of concrete footings. Palo Alto High School – Athletics Stadium Improvements Bids for this project are due on December 1, 2011. BOE award is anticipated on December 13, 2011, with construction of the concessions building commencing on December 27, 2011. The structural design for the bleachers will be submitted by the successful bidder for DSA approval, with installation planned to begin after the 2012 football season, pending DSA review. Palo Alto High School – Classroom Building and Media Arts Building Foundation excavation work and reinforcing installation at each building pad commenced and will continue through December 2011. Removal of existing hot and cold water piping was completed at the end of November 2011. Work continued on the storm drain lines and retention system along the rear of the campus. New fire hydrant piping and natural gas lines were installed for future connection to the new classroom building. Palo Alto High School – Performing Arts Center (PAC) The facilities steering committee approved an updated design for the performing arts center with a seating capacity of 570 seats, and recommended it be presented to the BOE on December 13, 2011. DLM also presented this design during a community meeting on November 16, 2011. Palo Alto High School – Haymarket and Tower Building Boiler Replacement Environmental Services Inc. (ESI) conducted a one day shutdown on November 4, 2011 to isolate the working boiler and maintain heat in the Haymarket and Tower building. ESI confirmed schedule dates for equipment delivery. Start up and commissioning of the new boilers is anticipated to occur during winter break. Jordan Middle School The project went out to bid on November 8, 2011 and a community meeting was held on November 15, 2011 to discuss the upcoming construction with interested neighbors. Bids from pre‐qualified contractors are due on December 8, 2011 and will be presented to the BOE for award on December 13, 2011. Construction is anticipated to commence on December 27, 2011. J.L. Stanford Middle School A combination advisory committee and community meeting was held on November 15, 2011 to present an update on project plans and tie up remaining site design issues. AEDIS is incorporating constructability review comments and comments from DSA, and will resubmit plans to DSA for final approval in early January 2012. The construction estimate is being updated to confirm the project is within budget. The project is expected to be out to bid in January 2012, with bids due in February 2012. Construction is anticipated to commence in March 2012. Page | 4 Terman Middle School The project went out to bid on November 4, 2011 and bids from pre‐qualified contractors will be received on December 8, 2011. BOE award is scheduled for December 13, 2011 and construction is expected to begin December 27, 2011. The project is currently anticipated to be over budget. Alternate bid prices will provide an opportunity to decrease the scope of work in order to maintain the project budget. Fairmeadow Elementary School – New Classroom Building and Modernization The project went out to bid on November 4, 2011, final DSA approval was received on November 14, 2011, and a mandatory job walk was held on November 21, 2011. Bids from pre‐qualified contractors are due on December 5, 2011 and will be presented to the BOE for award on December 13, 2011. Construction is anticipated to begin by December 27, 2011. Ohlone Elementary School – New Classroom Building and Modernization The contractor continues to work on pre‐punch list items. The elevator installation is complete, and the state elevator inspection approval has been received. Final painting, flooring and window coverings are in progress. TestMarcx, the District’s commissioning agent, will complete their pre‐occupancy building systems check in December 2011. Move‐in is scheduled to occur during winter break for students to attend classes in the new building beginning January 3, 2012. Duveneck Elementary School – New Classroom Buildings and Modernization Gelfand conducted meetings with District staff and other stakeholder groups to review the design development plans on November 8, 2011. On November 21, 2011, a meeting with the site steering committee was held to present an update on the project. Gelfand continued to work on the construction documents through November and will submit 50% construction documents to the District for review in mid‐December. 525 San Antonio Road – Site Acquisition The District acquired approximately 2.6 acres of property located at 525 San Antonio Road on November 1, 2011. A committee is being formed to study potential tenant uses that might lease the property in the near future. Technology Implementation of the district‐wide Voice‐over‐IP (VoIP) telephone system has commenced and will continue throughout the 2011‐12 school year. COMPLETED CAPITAL PROJECTS Jordan Middle School ‐ Interim Classrooms The portables have been installed, and were cleaned moved into on September 30, 2011. DSA closeout has commenced. The project is funded with both bond funds and impact fees. Gunn High School – Air Conditioning of Existing Buildings Best Contracting Services Inc. completed the installation of air conditioning units and the cool roof coating on most of Gunn’s existing buildings. 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 in April 2011. Page | 5 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 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. Discussions with the Board on future plans for growth at the elementary schools will resume in January 2012. 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 November November 29, 2011 Consent 6 – Approval of Strong Schools Bond Change Orders Consent 8 – Annual Appropriation of Strong School Bond Interest Earnings A B C C / A B - C C / B A - 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 Building 5,082,402 5,049,558 5,046,569 99.3% 2,989 99.94% 32,844Gunn High School 3 - AD2- close out 5,777 5,777 5,777 100.0% 0 100.00% 0Gunn High School 4 - New classroom Buildings 25,035,200 23,858,473 4,537,330 18.1% 19,321,143 19.02% 1,176,727Gunn High School 5 - Parking & Drop Off improvements 3,940,000 321,841 103,212 2.6% 218,629 32.07% 3,618,159Gunn High School 6- New/Auxiliary Gymnasium 12,914,800 11,037,530 1,969,655 15.3% 9,067,875 17.85% 1,877,270Gunn High School 7- A/C 2,600,000 2,291,705 2,038,365 78.4% 253,340 88.95% 308,295Gunn High School - Reserved 21,525,081 0 0 0.0% 0 0.00% 21,525,081Palo Alto High Schools - High School Master Plan 142,998 137,758 128,443 89.8% 9,315 93.24% 5,240Palo Alto High School 1 - Stadium Field 3,626,101 906,501 692,962 19.1% 213,539 76.44% 2,719,600Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 2,609,680 2,609,680 2,609,680 100.0% 0 100.00% 0Palo Alto high School 3 - New classroom & Media Art Building 37,140,000 33,651,927 5,657,656 15.2% 27,994,271 16.81% 3,488,073Palo Alto High School 4 - New Theater 17,720,000 1,364,138 232,248 1.3% 1,131,890 17.03% 16,355,862Palo Alto High School 5 - Haymarket and Tower Admin. Building 800,000 446,040 2,647 0.3% 443,393 0.59% 353,960Palo Alto High School - Reserved 36,754,766 0 0 0.0% 0 0.00% 36,754,766Jordan 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 600,342 466,263 422,562 70.4% 43,701 90.63% 134,079Jordan Middle School 2- Improvements 17,943,194 2,847,753 1,548,002 8.6% 1,299,751 54.36% 15,095,441J.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 446,844 399,483 365,361 81.8% 34,122 91.46% 47,361 J.L.S Middle School 2- Improvements 17,184,699 3,292,959 1,988,511 11.6% 1,304,448 60.39% 13,891,740Terman 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 2,013,876 1,074,465 8.4% 939,411 53.35% 10,836,195PAUSD 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 21,267 21,267 21,267 100.0% 0 100.00% 0Duveneck Elementary School 1-Phase I 11,088,759 193,531 188,931 1.7% 4,600 97.62% 10,895,228Garland Elementary School 1- Phase I 22,178,544 281,279 280,113 1.3% 1,166 99.59% 21,897,265Fairmeadow Elementary School 1- Phase I 9,327,500 1,578,545 861,756 9.2% 716,789 54.59% 7,748,955Hoover Elementary School 1-Phase I 70,550 70,550 57,165 81.0% 13,385 81.03% 0Ohlone Elementary School 1- Phase I 11,667,965 10,682,435 8,574,864 73.5% 2,107,571 80.27% 985,530 Elementary Schools 1 - Elementary Classroom Improvements * 2,004,889 2,004,889 1,863,782 93.0% 141,107 92.96% 0Elementary Schools - Reserved 33,673,805 0 0 0.0% 0 0.00% 33,673,805PAUSD - Program Management 6,651,989 5,102,998 4,061,001 61.0% 1,041,997 79.58% 1,548,991PAUSD - Technology 8,238,257 5,085,291 4,664,433 56.6% 420,858 91.72% 3,152,966PAUSD - Technology -Reserved 5,669,108 0 0 0.0% 0 0.00% 5,669,108PAUSD - Reserved 8,170,339 0 0 0.0% 0 0.00% 8,170,339525 San Antonio -Property Acquisition 8,500,000 8,500,000 8,500,000 100.0% 0 100.00% 0Bond Issuance Cost 1,840,700 1,840,700 1,840,700 100.0% 0 100.00% 0Total353,234,927 131,216,252 64,455,608 66,760,644 222,018,675Prepared by: Business Services Department based on QSS accounting SystemExpenditures Budget BalanceCommittedBudgetSchool Name - Project NamePercent of Budget ExpendedPalo Alto Unified School DistrictStrong Schools Bond11/30/2011Percent of ExpendedContract Balance Page | 6 Gunn High School New Classroom Buildings A & B A. PROJECT STATUS BRCO Constructors completed the building pads for buildings A and B. The contractor commenced digging foundations and installing reinforcing steel at both buildings. Work on the foundations will continue through December 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 D. PROJECT OVERVIEW: • This project is slightly behind schedule and is 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 18.1% Change Order Contingency • Starting Contingency Balance $ 1,763,200 • Remaining Contingency Balance $ 1,672,002 • Percent of Changes 0.9% (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 2.6% 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 Amoroso continued the installation of foundation systems and underground utilities, which will go through mid‐December. The contractor will commence work on installation of reinforcing steel in early December in preparation for placement of concrete footings. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 D. PROJECT OVERVIEW: • This project is proceeding slightly behind schedule and is 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 15.3% Change Order Contingency • Starting Contingency Balance $834,700 • Remaining Contingency Balance $815,956 • 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 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 Bids for this project are due on December 1, 2011. BOE award is anticipated on December 13, 2011, with construction of the concessions building commencing on December 27, 2011. The structural design for the bleachers will be submitted by the successful bidder for DSA approval, with installation planned to begin after the 2012 football season, pending DSA review. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.13 D. PROJECT OVERVIEW: • Bid opening is scheduled for December 1, 2011. 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 $767,550 Construction & Equipment $2,836,373 Soft Costs Contingency $21,296 Total $3,626,101 • Percent of Budget Expended 19.1% • 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 1, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed December 26, 2011* Substantial Completion August 1, 2012* Planned Occupancy August 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 Foundation excavation work and reinforcing installation at each building pad commenced and will continue through December 2011. Removal of existing hot and cold water piping was completed at the end of November 2011. Work continued on the storm drain lines and retention system along the rear of the campus. New fire hydrant piping and natural gas lines were installed for future connection to the new classroom building. 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 $7,056,446 Construction & Equipment $29,740,000 Soft Costs Contingency $323,833 Total $37,140,000 Percent of Budget Expended 15.2% Change Order Contingency • Starting Contingency Balance $2,515,000 • Remaining Contingency Balance $2,422,116 • Percent of Changes 3.7% (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 The facilities steering committee approved an updated design for the performing arts center with a seating capacity of 570 seats, and recommended it be presented to the BOE on December 13, 2011. DLM also presented this design during a community meeting on November 16, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 4.11 D. PROJECT OVERVIEW: • Project schematic design will be submitted for discussion with the BOE 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 November 29, 2011* BOE Approval December 13, 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 Environmental Services Inc. (ESI) conducted a one day shutdown on November 4, 2011 to isolate the working boiler and maintain heat in the Haymarket and Tower building. ESI confirmed schedule dates for equipment delivery. Start up and commissioning of the new boilers is anticipated to occur during winter break. 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 $800,000 Other Funding $0 Total $800,000 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $119,000 Construction & Equipment $660,000 Soft Costs Contingency $21,000 Total $800,000 Percent of Budget Expended 0.3% Change Order Contingency • Starting Contingency Balance $39,200 • Remaining Contingency Balance $39,200 • Percent of Changes 0.0% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Construction Schedule: Architect Contract (2) N/A BOE Approval N/A Conceptual Design (2) N/A BOE Approval N/A Schematic Design (2) N/A BOE Approval N/A Submit to DSA 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 November 7, 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 project went out to bid on November 8, 2011 and a community meeting was held on November 15, 2011 to discuss the upcoming construction with interested neighbors. Bids from pre‐qualified contractors are due on December 8, 2011 and will be presented to the BOE for award on December 13, 2011. Construction is anticipated to commence on December 27, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.3, 2.6 – 2.8, 2.10 – 2.12, 6.3 – 6.5 D. PROJECT OVERVIEW: • Bids are scheduled to be opened on December 8, 2010 and anticipated to be awarded on December 13, 2011. 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 8.6% Current Phase: Bid & Award 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 8, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed December 27, 2011* Substantial Completion August 1, 2013* Planned Occupancy August 15, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 14 J.L. Stanford Middle School A. PROJECT STATUS A combination advisory committee and community meeting was held on November 15, 2011 to present an update on project plans and tie up remaining site design issues. AEDIS is incorporating constructability review comments and comments from DSA, and will resubmit plans to DSA for final approval in early January 2012. The construction estimate is being updated to confirm the project is within budget. The project is expected to be out to bid in January 2012, with bids due in February 2012. Construction is anticipated to commence in March 2012. 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 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 $3,416,470 Construction & Equipment $13,421,500 Soft Costs Contingency $343,271 Total $17,184,699 Percent of Budget Expended 11.6% 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 | 15 Terman Middle School A. PROJECT STATUS The project went out to bid on November 4, 2011 and bids from pre‐ qualified contractors will be received on December 8, 2011. BOE award is scheduled for December 13, 2011 and construction is expected to begin December 27, 2011. The project is currently anticipated to be over budget. Alternate bid prices will provide an opportunity to decrease the scope of work in order to maintain the project budget. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 2.1 – 2.8, 2.11 – 2.12 D. PROJECT OVERVIEW: • Bids are scheduled to be opened on December 6, 2010 and anticipated to be awarded on December 13, 2011. 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 8.4% Current Phase: Bid & Award 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 December 6, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed December 27, 2011* Substantial Completion August 1, 2013* Planned Occupancy August 15, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 16 Fairmeadow Elementary School New Classroom Building and Modernization A. PROJECT STATUS The project went out to bid on November 4, 2011, final DSA approval was received on November 14, 2011, and a mandatory job walk was held on November 21, 2011. Bids from pre‐qualified contractors are due on December 5, 2011 and will be presented to the BOE for award on December 13, 2011. Construction is anticipated to begin by December 27, 2011. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Bids are scheduled to be opened on December 5, 2010 and anticipated to be awarded on December 13, 2011. 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 9.2% Current Phase: Bid & Award 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 November 14, 2011 Bid Opening December 5, 2011* Award of Contract (1) December 13, 2011* Notice to Proceed December 27, 2011* Substantial Completion May 8, 2013* Planned Occupancy August 7, 2013* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 17 Ohlone Elementary School New Classroom Building and Modernization A. PROJECT STATUS The contractor continues to work on pre‐punch list items. The elevator installation is complete, and the state elevator inspection approval has been received. Final painting, flooring and window coverings are in progress. TestMarcx, the District’s commissioning agent, will complete their pre‐occupancy building systems check in December 2011. Move‐ in is scheduled to occur during winter break for students to attend classes in the new building beginning January 3, 2012. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Project is currently on schedule and within budget. • Move‐in scheduled to occur during winter break. Funding State Funds $0 Strong Schools Bond Funds $11,667,965 Other Funding $0 Total $11,667,965 Budget Salaries and Benefits $0 Supplies $35,127 Contracts & Services $2,364,267 Construction & Equipment $9,139,461 Soft Costs Contingency $129,110 Total $11,667,965 Percent of Budget Expended 73.5% Change Order Contingency • Starting Contingency Balance $748,400 • Remaining Contingency Balance $667,895 • Percent of Changes 1.1% (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 18, 2011 Planned Occupancy January 3, 2012* * Anticipated Dates – Subject to Change ( ) Denotes number of Board of Education Readings Page | 18 Duveneck Elementary School New Classroom Buildings and Modernization A. PROJECT STATUS Gelfand conducted meetings with District staff and other stakeholder groups to review the design development plans on November 8, 2011. On November 21, 2011, a meeting with the site steering committee was held to present an update on the project. Gelfand continued to work on the construction documents through November and will submit 50% construction documents to the District for review in mid‐ December. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • 50% construction documents anticipated in mid‐December for review. Funding State Funds $0 Strong Schools Bond Funds $11,088,759 Other Funding $0 Total $11,088,759 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $2,129,389 Construction & Equipment $8,803,087 Soft Costs Contingency $156,283 Total $11,088,759 Percent of Budget Expended 1.7% Current Phase: Construction Documents 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 26, 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 | 19 Site Acquisition 525 San Antonio Rd A. PROJECT STATUS The District acquired approximately 2.6 acres of property located at 525 San Antonio Road on November 1, 2011. A committee is being formed to study potential tenant uses that might lease the property in the near future. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.1 – 1.2, 1.4 – 1.10 D. PROJECT OVERVIEW: • Escrowed closed on November 1, 2011. Funding State Funds $0 Strong Schools Bond Funds $8,500,000 Other Funding $0 Total $8,500,000 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $8,500,000 Construction & Equipment $0 Soft Costs Contingency $0 Total $8,500,000 Percent of Budget Expended 100.0% 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 | 20 Technology Improvements A. PROJECT STATUS Implementation of the district‐wide Voice‐over‐IP (VoIP) telephone system has commenced and will continue throughout the 2011‐12 school year. B. BUDGET & SCHEDULE SUMMARY C. BOND PROJECT LIST REFERENCE: 1.5 – 1.7 D. PROJECT OVERVIEW: • VOIP implementation on‐going. Funding State Funds $0 Strong Schools Bond Funds $8,215,157 Other Funding $0 Total $8,215,157 Budget Salaries and Benefits $0 Supplies & Computers $7,829,936 Contracts & Services $180,173 Construction & Equipment $202,422 Soft Costs Contingency $0 Total $8,215,157 Percent of Budget Expended 56.6% 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 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 70.4%* *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 | 22 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 78.4% 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 | 23 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 $3,413,770 Construction & Equipment $13,421,500 Soft Costs Contingency $345,971 Total $17,184,699 Percent of Budget Expended 11.4% 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 | 24 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 11.4% 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 | 25 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 $2,004,889 Other Funding $0 Total $2,004,889 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $325,488 Construction & Equipment $1,679,401 Soft Costs Contingency $0 Total $2,004,889 Percent of Budget Expended 93.0% 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 | 26 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 $3,616,935 Budget Salaries and Benefits $0 Supplies $1,506 Contracts & Services $729,418 Construction & Equipment $2,883,316 Soft Costs Contingency $2,695 Total $3,616,935 Percent of Budget Expended 100.0% 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 | 27 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 | 28 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 | 29 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 $56,488 Other Funding $0 Total $56,488 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $56,488 Construction & Equipment $0 Soft Costs Contingency $0 Total $56,488 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 | 30 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 | 31 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 $0 Other Funding $0 Total $0 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $0 Construction & Equipment $0 Soft Costs Contingency $0 Total $0 Percent of Budget Expended 0% 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 | 32 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 | 33 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 $70,550 Other Funding $0 Total $70,550 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $70,550 Construction & Equipment $60 Soft Costs Contingency $0 Total $70,550 Percent of Budget Expended 100.0% 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 | 34 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 $2,004,889 Other Funding $0 Total $2,004,889 Budget Salaries and Benefits $0 Supplies $0 Contracts & Services $325,488 Construction & Equipment $1,679,401 Soft Costs Contingency $0 Total $2,004,889 Percent of Budget Expended 93.0% 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.