Through. November Current Strong Schools Bond Capital Improvement Projects. Prepared by

Transcription

1 MONTHLY PROGRESS REPORT Through November 2010 Current Strong Schools Bond Capital Improvement Projects Prepared by O Connor Construction Management, Inc. & Gilbane Building Company

2 TABLE OF CONTENTS Executive Summary page 3 Capital Projects Attachment 1 Consolidated Expenditure Report High School Master Plan page 7 Gunn High School New Classroom Buildings A & B page 8 Gunn High School Parking and Drop off Sitework Improvement page 9 Gunn High School New Gymnasium page 10 Gunn High School Air Conditioning of Existing Buildings page 11 Palo Alto High School Athletic Stadium Improvements page 12 Palo Alto High School Multi use Field page 13 Palo Alto High School Classroom Building and Media Arts page 14 Palo Alto High School Theater and Associated Site Improvements page 15 Jordan Middle School page 16 J.L. Stanford Middle School page 17 Terman Middle School page 18 Fairmeadow Elementary School page 19 Ohlone Elementary School page 20 Hoover Elementary School page 21 Duveneck Elementary School page 22 Elementary Classroom Improvements page 23 Technology page 24 Completed Capital Projects Gunn High School Industrial Arts Renovation page 25 Gunn High School Aquatic Center page 26 Middle School Pre Design page 27 Middle School Interim Classrooms page 28 Inactive Capital Projects Garland Elementary School page 29 Elementary School Teaching Walls Phase 1 Schools page 30 Appendix Exhibit A Bond Project List Page 2

3 EXECUTIVE SUMMARY CAPITAL PROJECTS High School Master Plan The Board of Education (BOE) approved the Palo Alto high school updated master plan project list on October 9, 2010 and no further action on the high school master plans has occurred. Gunn High School New Classroom Buildings A & B DLM continues to incorporate constructability review comments into the construction documents. DSA is continuing their plan review, which is expected to be completed soon. DLM expects to receive approval in the spring of Current estimates place the cost of the project to be over budget, so alternate packages are being developed to mitigate this potential shortfall. Gunn High School Parking and Drop off Sitework Improvement The updated construction site plan was presented at the facilities steering committee on November 3, 2010 and the city school traffic safety committee (CSTSC) on November 18, The site plan will be further developed based on their input and will be presented for approval to the facilities steering committee in January Gunn High School New Gymnasium DLM continues to make corrections to the construction documents to incorporate constructability review comments from Gilbane. DSA review is ongoing, and is expected to be complete in spring Gunn High School Air Conditioning of Existing Buildings Construction documents for buildings L, S, MS, A and IA were submitted to DSA on October 20, Gilbane will perform an estimate and constructability review in December Construction is anticipated to begin in June 2011 and be complete by the beginning of the fall 2011 semester. Palo Alto High School Athletics Field Renovation DLM met several times with the athletics stadium committee this month in developing a schematic design package. The project will be designed in two phases, with the bleachers being installed as a separate project. The next design meeting will be held on December 9, DLM is scheduled to complete a schematic design package in January and present to the BOE in February Palo Alto High School Multi use Field The natural turf was installed during November and Valley Crest has commenced with the 90 day maintenance period on the field. The installation of the fencing and synthetic turf infield is in progress, and the parking lot landscape work will continue through December. This project is scheduled to be complete by February 1, Palo Alto High School Classroom Building and Media Arts Building DLM continues to make corrections to the construction documents to incorporate constructability review comments from Gilbane. DSA review is ongoing, and is expected to be complete in spring Palo Alto High School Performing Arts Center (PAC) DLM has developed a design alternative that meets all the program needs at a reduced cost, and presented it during the November 18, 2010 PAC subcommittee meeting. The design included reductions and alternatives that brought down the project cost from $30M to $23.8M. The design committee and DLM will present the revised options to the FSC meeting on December 8, Page 3

4 Jordan Middle School 50% CD estimates were performed and are being reconciled. Soil conditions have required the implementation of an extensive foundation system that increases project cost, therefore cost saving efforts and the development of alternate bid pricing strategies continue. Submittal to DSA is anticipated on December 21, J.L. Stanford Middle School AEDIS is nearing completion on a 100% design development package, with estimating, plan reviews and value engineering to follow. Staff held a follow up community meeting in November to review modifications to the site design to wrap up comments made during the presentation to the BOE in October. DSA submittal is scheduled to occur in February Terman Middle School 50% CD estimates were performed and are being reconciled. Efforts to find cost saving opportunities and alternate bid pricing strategies continue. DSA submission is scheduled for December 21, Fairmeadow Elementary School New Classroom Building and Modernization Gelfand Partners met with the site steering committee on November 1, 2010 to wrap up the design development phase of the project, and also conducted a landscape meeting to review site design. Gelfand submitted 100% design development drawings to the district on November 22, O Connor is performing a cost estimate and constructability review in December, and will conduct a value engineering session in January as Gelfand continues with construction documents. Ohlone Elementary School New Classroom Building and Modernization Jeff Luchetti Construction continued with structural footings and site utilities. Grade beams and footings were excavated, rebar installed, and concrete placed. Anchor bolts were installed to get ready for structural steel installation in December The elevator pit was excavated and waterproofed prior to rebar and concrete installation. Hoover Elementary School Pre Design Gelfand presented the recommended conceptual design to the BOE on November 9, Staff has put this project on hold, until growth projections are reviewed and a growth plan is established for the elementary schools. Duveneck Elementary School Pre Design Gelfand provided options to reduce project costs before the conceptual design could be presented to the BOE. The steering committees recommended design will be presented to the BOE on December 14, Elementary Classroom Improvements Gelfand presented a cost estimate and scope of work to the BOE on November 9, 1010 for discussion and BOE approval is anticipated on December 7, Project scope of work is to include new indirect lighting, adding operable windows and coverings, vents, and replacement of ceiling tiles for the least renovated classrooms at Barron Park and El Carmelo Elementary. This project is also funding installation of new interactive whiteboards and sound assist systems. Coulter Construction contracts were awarded for IWB and SAS installation for Phase 2 and 3 schools (Barron Park, Briones, Palo Verde, and Fairmeadow) during a special BOE meeting on November 22, Technology 80% of the computer purchases planned for the 2010/11 school year have been made. The district continues to purchase more Apple products than PC products. In addition to traditional desktops and laptops, schools have purchased ipod touches, ipads and netbooks for pilot projects. Page 4

5 COMPLETED CAPITAL PROJECTS Gunn High School Industrial Arts Addition & Renovation Of the $5,511,500 project budget, 90.5% or $4,997,072 was expended. Approved change orders were $207,033, approximately 41.6% of the $349,000 construction contingency. This project will be closed pending final closeout of the project by DSA. Gunn High School Aquatic Center Of the $5,013,750 project budget, 96.9%, or $4,860,823 was expended. Approved change orders were $194,739, approximately 49.9% of the $389,887 construction contingency. This project will be closed pending final closeout of the project by DSA. Middle Schools Pre Design Jordan, J.L. Stanford and Terman AEDIS presented recommended concept plans for each campus to the Board of Education on June 23 for discussion and received approval on September 8 by the Board of Education to move into schematic design. This project is now closed, and funds will soon be transferred to program contingency. Middle Schools Interim Housing Jordan and J.L. Stanford Contractors completed the installation of these new portables on August 3, 2009 at Jordan and August 12, 2009 at Stanford. Of the $1,047,186 project budget, 48.9%, or $488,536 was expended. Pending Change Orders were estimated to be $26,381, which is approximately 49.6% of the $52,379 construction contingency. These projects will be closed pending final closeout of the projects by DSA. INACTIVE CAPITAL PROJECTS Garland Elementary School Renovation The Board of Education voted on August 25, 2009 to approve the amendment to Garland lease to Stratford School. Therefore, the district has placed the project on hold. Elementary School Teaching Walls Phase 1 Schools The district placed this project on hold after review of the implementation of other classroom improvements, as recommended by the elementary school principals. This project has been renamed Elementary Classroom Improvements (see Capital Projects summary above). Board Actions in November November 9, 2010 Consent 4 Authorization to Issue Addendum No. 2 to TestMarc Commissioning Solutions for Commissioning Agent Services at Fairmeadow Elementary School Consent 5 Authorization to Issue Addendum No. 10 to Deems Lewis McKinley Architecture (DLM) to update the Palo Alto High School and Gunn High School master plans. November 22, 2010 Action 1 Authorization to Award Contracts for the Installation of Interactive Whiteboards and Sound Assist Devices, Phase 2 and 3 Page 5

6 Palo Alto Unified School District Strong Schools Bond 11/30/2010 School Name - Project Name A B C C / A B - C C / B A - B Percent of Contract Percent of Committed Expenditures Balance Balance Expended Expended Gunn High School - High School Master Plan 145, , , % 15, % 12,609 Gunn High School 1 - Aquatic Center 5,013,750 4,865,424 4,860, % 4, % 148,326 Gunn High School 2 - I.A Building 5,511,500 5,045,703 4,997, % 48, % 465,797 Gunn High School 3 - AD2- close out 5,777 5,777 5, % % 0 Gunn High School 4 - New classroom Buildings 24,120,000 3,963,033 2,331, % 1,631, % 20,156,967 Gunn High School 5 - Parking & Drop Off improvements 3,940, ,770 4, % 213, % 3,722,230 Gunn High School 6- New/Auxiliary Gymnasium 13,830,000 1,593, , % 874, % 12,236,047 Gunn High School 7- A/C 2,600, ,199 59, % 259, % 2,280,801 Gunn High School - Reserved 20,945, % % 20,945,045 Palo Alto High Schools - High School Master Plan 145, , , % 13, % 12,003 Palo Alto High School 1 - Stadium Field 1,358, , , % 182, % 1,007,253 Palo Alto High School 2 - Multi-Use Field (Multi-Fund) 3,002,063 2,988,139 2,286, % 701, % 13,924 Palo Alto high School 3 - New classroom & Media Art Building 37,140,000 4,998,768 2,534, % 2,464, % 32,141,232 Palo Alto High School 4 - New Theater 17,720,000 1,364, , % 1,235, % 16,355,861 Palo Alto High School - Reserved 39,428, % % 39,428,045 Jordan Middle School -Program Management- MS Pre-Design 33,665 18,890 17, % 1, % 14,775 Jordan Middle Schools 1- Interim Classrooms 600, , , % 7, % 429,241 Jordan Middle School 2- Improvements 17,943,194 2,538, , % 1,987, % 15,404,910 J.L.S Middle School - Program Management- MS Pre-Design 33,669 18,799 18, % % 14,870 J.L.S Middle School 1 - Interim Classrooms 446, , , % 18, % 102,254 J.L.S Middle School 2- Improvements 17,184,699 2,353, , % 1,896, % 14,830,728 Terman Middle School - Program Management- MS Pre-Design 33,666 18,799 18, % % 14,867 Terman Middle School 1- Improvements 12,850,071 1,860, , % 1,450, % 10,989,874 PAUSD Elementary Schools - Program Management- Elem. Growth Plan 145,000 55,560 55, % % 89,440 Addison Elementary School 1-Phase I 5,199, % % 5,199,727 Briones Elementary School 1-Phase I 701, % % 701,925 Duveneck Elementary School 1-Phase I 7,019,083 49,351 10, % 39, % 6,969,732 Garland Elementary School 1- Phase I 22,178, , , % 1, % 21,897,265 El Carmelo Elementary School 1-Phase I 641, % % 641,760 Escondido Elementary School 1-Phase I 6,202, % % 6,202,343 Fairmeadow Elementary School 1- Phase I 9,327, , , % 585, % 8,534,844 Hays Elementary School 1-Phase I 4,793, % % 4,793,814 Hoover Elementary School 1-Phase I 8,575,389 69,350 34, % 35, % 8,506,039 Nixon Elementary School 1-Phase I 802, % % 802,200 Ohlone Elementary School 1- Phase I 11,667,965 10,300,045 1,676, % 8,623, % 1,367,920 Palo Verde Elementary School 1-Phase I 3,482, % % 3,482,885 Barron Park Elementary School 1-Phase I 641, % % 641,760 Elementary Schools 1 - Elementary Classroom Improvements * 8,887, , , % 294, % 8,045,837 Elementary Schools - Reserved 8,410, % % 8,410,862 PAUSD - Program Management 5,042,021 3,814,691 2,764, % 1,050, % 1,227,330 PAUSD - Technology 7,101,063 3,421,567 3,417, % 3, % 3,679,496 PAUSD - Technology -Reserved 6,806, % % 6,806,302 PAUSD - Reserved 7,185, % % 7,185,694 Bond Issuance Cost 1,840,700 1,840,700 1,840, % % 0 Total 350,684,826 54,769,992 31,130,359 23,639, ,914,834 Prepared by: Business Services Department based on QSS accounting System

7 High School Master Plan Palo Alto HS and Gunn HS The Board of Education (BOE) approved the Palo Alto high school updated master plan project list on October 9, 2010 and no further action on the high school master plans has occurred. Strong Schools Bond Funds $290,000 Other $0 Total $290,000 Supplies $1,000 Contracts & Services $286,826 Construction & Equipment $0 Soft Costs Contingency $2,174 Total $290,000 Percent of Expended 81.5% Current Phase: Master Planning Architect Contract (2) March 31, 2009 April 14, 2009 Initial Master Plan Approval (2) September 8, 2009 September 22, 2009 Paly CEQA Approval (2) February 9, 2010 February 23, 2010 Gunn Master Plan Update (2) March 23, 2010 April 6, 2010 Gunn CEQA Approval (2) April 27, 2010 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 C. BOND PROJECT LIST REFERENCE: , No further action since Paly s updated master plan project list was approved by BOE on October 9, Page 6

8 Gunn High School New Classroom Buildings A & B DLM continues to incorporate constructability review comments into the construction documents. DSA is continuing their plan review, which is expected to be completed soon. DLM expects to receive approval in the spring of Current estimates place the cost of the project to be over budget, so alternate packages are being developed to mitigate this potential shortfall. Strong Schools Bond Funds $24,120,000 Other $0 Total $24,120,000 Salaries and Benefits $11,661 Supplies $0 Contracts & Services $4,376,965 Construction & Equipment $19,567,102 Soft Costs Contingency $164,272 Total $24,120,000 Percent of Expended 9.7% Current Phase: DSA Review Architect Contract (2) March 31, 2009 April 14, 2009 Conceptual Design (2) September 8, 2009 September 22, 2009 Schematic Design (2) January 12, 2010 January 26, 2010 Submit to DSA August 4, 2010 Authorize to Bid (2) January 11, 2011* January 25, 2011* Approval by DSA March 24, 2011* Bid Opening May 5, 2011* Award of Contract (1) May 24, 2011* Notice to Proceed June 13, 2011* Substantial Completion July 15, 2013* Planned Occupancy July 30, 2013* C. BOND PROJECT LIST REFERENCE: 3.1, 3.3, 3.4 Project is currently proceeding on schedule. estimates are currently high and will be evaluated at bid time. Page 7

9 Gunn High School Parking and Drop off Sitework Improvement The updated construction site plan was presented at the facilities steering committee on November 3, 2010 and the city school traffic safety committee (CSTSC) on November 18, The site plan will be further developed based on their input and will be presented for approval to the facilities steering committee in January Strong Schools Bond Funds $3,940,000 Other $0 Total $3,940,000 Supplies $0 Contracts & Services $898,978 Construction & Equipment $2,919,840 Soft Costs Contingency $121,182 Total $3,940,000 Percent of Expended 0.1% Current Phase: Conceptual Design Architect Contract (2) March 31, 2009 April 14, 2009 Conceptual Design (2) January 25, 2011* February 8, 2011* Schematic Design (2) June 6, 2011* June 13, 2011* Submit to DSA April 18, 2012* Approval by DSA November 20, 2012* Authorize to Bid (2) November 21, 2012* December 4, 2012* Bid Opening March 5, 2013* Award of Contract (1) April 9, 2013* Notice to Proceed May 1, 2013* Substantial Completion November 20, 2013* C. BOND PROJECT LIST REFERENCE: 5.5 Updated parking and drop off layout will be presented to FSC in January, Page 8

10 Gunn High School New Gymnasium DLM continues to make corrections to the construction documents to incorporate constructability review comments from Gilbane. DSA review is ongoing, and is expected to be complete in spring Strong Schools Bond Funds $13,830,000 Other $0 Total $13,830,000 Supplies $0 Contracts & Services $2,651,521 Construction & Equipment $11,094,450 Soft Costs Contingency $84,029 Total $13,830,000 Percent of Expended 5.2% Current Phase: DSA Review Architect Contract (2) March 31, 2009 April 14, 2009 Conceptual Design (2) September 8, 2009 September 22, 2009 Schematic Design (2) January 12, 2010 January 26, 2010 Submit to DSA August 4, 2010 Authorize to Bid (2) January 11, 2011* January 25, 2011* Approval by DSA March 18, 2011* Bid Opening April 19, 2011* Award of Contract (1) April 27, 2011* Notice to Proceed May 10, 2011* Substantial Completion July 12, 2012* Planned Occupancy August 6, 2012* C. BOND PROJECT LIST REFERENCE: 3.4, 3.5, 3.13 Project is currently proceeding on schedule and within budget. Page 9

11 Gunn High School Air Conditioning of Existing Buildings Construction documents for buildings L, S, MS, A and IA were submitted to DSA on October 20, Gilbane will perform an estimate and constructability review in December Construction is anticipated to begin in June 2011 and be complete by the beginning of the fall 2011 semester. Strong Schools Bond Funds $2,600,000 Other $0 Total $2,600,000 Supplies $0 Contracts & Services $454,610 Construction & Equipment $2,120,580 Soft Costs Contingency $24,810 Total $2,600,000 Percent of Expended 0.0% Current Phase: DSA Review Architect Contract (2) March 27, 2010 April 6, 2010 Conceptual Design (2) Schematic Design (2) Submit to DSA October 20, 2010 Approval by DSA March 15, 2011* Authorize to Bid (2) February 8, 2011* February 22, 2011* Bid Opening April 15, 2011* Award of Contract (1) April 26, 2011* Notice to Proceed April 28, 2011* Substantial Completion August 10, 2011* C. BOND PROJECT LIST REFERENCE: 3.7 Project is currently proceeding on schedule. Estimating efforts to begin in December, Page 10

12 Palo Alto High School Athletic Stadium Improvements DLM met several times with the athletics stadium committee this month in developing a schematic design package. The project will be designed in two phases, with the bleachers being installed as a separate project. The next design meeting will be held on December 9, DLM is scheduled to complete a schematic design package in January and present to the BOE in February Strong Schools Bond Funds $1,358,473 Other $0 Total $1,358,437 Supplies $0 Contracts & Services $259,847 Construction & Equipment $1,098,590 Soft Costs Contingency $0 Total $1,358,437 Percent of Expended 12.4% Current Phase: Schematic Design Architect Contract (2) January 26, 2010 February 9, 2010 Conceptual Design (2) June 1, 2010 June 22, 2010 Schematic Design (2) January 11, 2011* January 25, 2011* Submit to DSA August 25, 2011* Approval by DSA March 20, 2012* Authorize to Bid (2) March 13, 2012* March 27, 2012* Bid Opening May 30, 2012* Award of Contract (1) June 11, 2012* Notice to Proceed June 14, 2012* Substantial Completion March 22, 2013* Planned Occupancy August 14, 2013* C. BOND PROJECT LIST REFERENCE: 4.13 Project currently under schematic design phase and anticipated to present to BOE in January, Page 11

13 Palo Alto High School Multi Use Field The natural turf was installed during November and Valley Crest has commenced with the 90 day maintenance period on the field. The installation of the fencing and synthetic turf infield is in progress, and the parking lot landscape work will continue through December. This project is scheduled to be complete by February 1, Strong Schools Bond Funds $3,002,063 Other $1,075,991 Total $4,078,054 Supplies $6 Contracts & Services $678,289 Construction & Equipment $3,380,258 Soft Costs Contingency $19,501 Total $4,078,054 Percent of Expended 76.2% 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: Construction Architect Contract (2) September 30, 2008 October 14, 2008 Conceptual Design (2) Schematic Design (2) November 18, 2008 December 09, 2008 Submit to DSA March 19, 2009 Approval by DSA September 30, 2009 Authorize to Bid (2) February 24, 2009 March 17, 2009 Bid Opening March 16, 2010 Award of Contract (1) April 7, 2010 Notice to Proceed June 1, 2010 Substantial Completion February 10, 2011* Planned Occupancy February 15, 2011* C. BOND PROJECT LIST REFERENCE: 4.14 Project currently within budget and anticipated for use by February 15, Page 12

14 Palo Alto High School Classroom Building and Media Arts DLM continues to make corrections to the construction documents to incorporate constructability review comments from Gilbane. DSA review is ongoing, and is expected to be complete in spring Strong Schools Bond Funds $37,125,279 Other $0 Total $37,125,279 Salaries and Benefits $14,721 Supplies $0 Contracts & Services $6,955,269 Construction & Equipment $29,740,000 Soft Costs Contingency $430,010 Total $37,125,279 Percent of Expended 6.8% Current Phase: DSA Review Architect Contract (2) March 31, 2009 April 14, 2009 Conceptual Design (2) September 8, 2009 September 22, 2009 Schematic Design (2) January 12, 2010 January 26, 2010 Submit to DSA August 4, 2010 Approval by DSA March 24, 2011* Authorize to Bid (2) January 11, 2011* January 25, 2011* Bid Opening March 15, 2011* Award of Contract (1) March 23, 2011* Notice to Proceed April 1, 2011* Substantial Completion May 13, 2013* Planned Occupancy July 1, 2013* C. BOND PROJECT LIST REFERENCE: Project is currently proceeding on schedule under DSA s anticipated review time. Page 13

15 Palo Alto High School Performing Arts Center (PAC) DLM has developed a design alternative that meets all the program needs at a reduced cost, and presented it during the November 18, 2010 PAC subcommittee meeting. The design included reductions and alternatives that brought down the project cost from $30M to $23.8M. The design committee and DLM will present the revised options to the FSC meeting on December 8, Strong Schools Bond Funds $17,720,000 Other $0 Total $17,720,000 Supplies $0 Contracts & Services $3,451,077 Construction & Equipment $14,159,700 Soft Costs Contingency $109,223 Total $17,720,000 Percent of Expended 0.7% Current Phase: Schematic Design Architect Contract (2) March 31, 2009 April 14, 2009 Conceptual Design (2) June 1, 2010 June 22, 2010 Schematic Design (2) January 11, 2011* January 25, 2011* Submit to DSA June 11, 2012* Approval by DSA January 16, 2013* Authorize to Bid (2) January 17, 2013* January 30, 2013* Bid Opening March 21, 2013* Award of Contract (1) April 11, 2013* Notice to Proceed May 10, 2013* Substantial Completion December 1, 2014* Planned Occupancy January, 2015* C. BOND PROJECT LIST REFERENCE: 4.11 Project is progressing through the schematic design phase. Page 14

16 Jordan Middle School 50% CD estimates were performed and are being reconciled. Soil conditions have required the implementation of an extensive foundation system that increases project cost, therefore cost saving efforts and the development of alternate bid pricing strategies continue. Submittal to DSA is anticipated on December 21, Strong Schools Bond Funds $17,943,191 Other $0 Total $17,943,191 Supplies $0 Contracts & Services $3,501,930 Construction & Equipment $13,949,500 Soft Costs Contingency $491,764 Total $17,943,194 Percent of Expended 3.1% Current Phase: Construction Documents Architect Contract (2) October 28, 2008 October 30, 2008 Conceptual Design (2) June 23, 2009 September 8, 2009 Schematic Design (2) March 23, 2010 April 27, 2010 Submit to DSA December 21, 2010* Approval by DSA August 17, 2011* Authorize to Bid (2) August 11, 2011* August 24, 2011* Bid Opening September 26, 2011* Award of Contract (1) October 11, 2011* Notice to Proceed November 7, 2011* Substantial Completion May 7, 2013* Planned Occupancy August 5, 2013* C. BOND PROJECT LIST REFERENCE: , , , Project is currently proceeding on schedule. Estimates will be updated based on 50% CDs. Page 15

17 J.L. Stanford Middle School AEDIS is nearing completion on a 100% design development package, with estimating, plan reviews and value engineering to follow. Staff held a follow up community meeting in November to review modifications to the site design to wrap up comments made during the presentation to the BOE in October. DSA submittal is scheduled to occur in February Strong Schools Bond Funds $17,184,697 Other $0 Total $17,184,697 Supplies $0 Contracts & Services $3,354,000 Construction & Equipment $13,341,000 Soft Costs Contingency $489,699 Total $17,184,699 Percent of Expended 2.7% Current Phase: Design Development Architect Contract (2) October 28, 2008 October 30, 2008 Conceptual Design (2) June 23, 2009 September 8, 2009 Schematic Design (3) June 1, 2010 June 22, 2010 (Sitework) September Submit to DSA February 16, 2011* Approval by DSA October 18, 2011* Authorize to Bid (2) October 25, 2011* November 8, 2011* Bid Opening December 13, 2011* Award of Contract (1) December 27, 2011* Notice to Proceed December 30, 2011* Substantial Completion February 12, 2013* Planned Occupancy August 5, 2013* C. BOND PROJECT LIST REFERENCE: , , , 6.4, 6.5 Project currently proceeding within budget and anticipate to submit to DSA in February, Page 16

18 Terman Middle School 50% CD estimates were performed and are being reconciled. Efforts to find cost saving opportunities and alternate bid pricing strategies continue. DSA submission is scheduled for December 21, Strong Schools Bond Funds $12,850,071 Other $0 Total $12,850,071 Supplies $0 Contracts & Services $2,477,950 Construction & Equipment $10,031,569 Soft Costs Contingency $340,552 Total $12,850,071 Percent of Expended 3.2% Current Phase: Construction Documents Architect Contract (2) October 28, 2008 October 30, 2008 Conceptual Design (2) June 23, 2009 September 8, 2009 Schematic Design (2) May 11, 2010 May 25, 2010 Submit to DSA December 21, 2010* Approval by DSA August 2, 2011* Authorize to Bid (2) August 3, 2011* August 10, 2011* Bid Opening September 19, 2011* Award of Contract (1) October 4, 2011* Notice to Proceed October 5, 2011* Substantial Completion March 26, 2013* Planned Occupancy July 3, 2013* C. BOND PROJECT LIST REFERENCE: , Project is currently proceeding on schedule. Estimates will be updated based on 50% CDs. Page 17

19 Fairmeadow Elementary School New Classroom Building and Modernization Gelfand Partners met with the site steering committee on November 1, 2010 to wrap up the design development phase of the project, and also conducted a landscape meeting to review site design. Gelfand submitted 100% design development drawings to the district on November 22, O Connor is performing a cost estimate and constructability review in December, and will conduct a value engineering session in January as Gelfand continues with construction documents. Strong Schools Bond Funds $9,327,500 Other $0 Total $9,327,500 Supplies $7,697 Contracts & Services $1,805,519 Construction & Equipment $7,443,000 Soft Costs Contingency $71,284 Total $9,327,500 Percent of Expended 2.2% Current Phase: Design Development Architect Contract (2) October 13, 2009 October 27, 2009 Conceptual Design (2) March 23, 2010 April 6, 2010 Schematic Design (2) September 14, 2010 September 28, 2010 Submit to DSA March 1, 2011* Approval by DSA October 20, 2011* Authorize to Bid (2) November 9, 2011* November 23, 2012* Bid Opening January 9, 2012* Award of Contract (1) February 27, 2012* Notice to Proceed March 12, 2012* Substantial Completion May 13, 2013* Planned Occupancy August 1, 2013* C. BOND PROJECT LIST REFERENCE: , Gelfand continued design efforts and met with site committee in November to review design development documents. Page 18

20 Ohlone Elementary School New Classroom Building and Modernization Jeff Luchetti Construction continued with structural footings and site utilities. Grade beams and footings were excavated, rebar installed, and concrete placed. Anchor bolts were installed to get ready for structural steel installation in December The elevator pit was excavated and waterproofed prior to rebar and concrete installation. Strong Schools Bond Funds $11,667,965 Other $0 Total $11,667,965 Supplies $0 Contracts & Services $2,322,677 Construction & Equipment $9,169,121 Soft Costs Contingency $176,167 Total $11,667,965 Percent of Expended 14.4% Change Order Contingency Starting Contingency Balance $748,400 Remaining Contingency Balance $748,400 Percent of Changes 0.0% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Construction Architect Contract (2) September 30, 2008 October 14, 2008 Conceptual Design (2) March 3, 2009 March 17, 2009 Schematic Design (2) June 2, 2009 June 23, 2009 Submit to DSA November 24, 2009 Authorize to Bid (2) April 27, 2010 May 11, 2010 Approval by DSA May 18, 2010 Bid Opening July 13, 2010 Award of Contract (1) August 3, 2010 Notice to Proceed August 11, 2010 Substantial Completion December 1, 2011* Planned Occupancy January 4, 2012* C. BOND PROJECT LIST REFERENCE: , Project is currently proceeding on schedule and within budget. Page 19

21 Hoover Elementary School Pre Design Gelfand presented the recommended conceptual design to the BOE on November 9, Staff has put this project on hold, until growth projections are reviewed and a growth plan is established for the elementary schools. Strong Schools Bond Funds $8,575,389 Other $0 Total $8,575,389 Supplies $0 Contracts & Services $1,643,477 Construction & Equipment $6,831,912 Soft Costs Contingency $100,000 Total $8,575,389 Percent of Expended 0.4% Current Phase: Conceptual Design Architect Contract (2) April 27, 2010 May 11, 2010 Conceptual Design (2) November 9, 2010* December 7, 2010* Schematic Design (2) February 9, 2011* February 22, 2011* Submit to DSA July 19, 2011* Approval by DSA March 13, 2012* Authorize to Bid (2) April 24, 2012* May 6, 2012* Bid Opening June 14, 2012* Award of Contract (1) June 30, 2012* Notice to Proceed July 6, 2012* Substantial Completion November 4, 2013* Planned Occupancy January 1, 2014* C. BOND PROJECT LIST REFERENCE: , Conceptual design presented to the BOE on November 9, Page 20

22 Duveneck Elementary School Pre Design Gelfand provided options to reduce project costs before the conceptual design could be presented to the BOE. The steering committees recommended design will be presented to the BOE on December 14, Strong Schools Bond Funds $7,019,083 Other $0 Total $7,019,083 Supplies $0 Contracts & Services $1,368,869 Construction & Equipment $5,559,683 Soft Costs Contingency $90,531 Total $7,019,083 Percent of Expended 0.1% Current Phase: Conceptual Design Architect Contract (2) April 27, 2010 May 11, 2010 Conceptual Design (2) December 14, 2010* January 11, 2011* Schematic Design (2) February 22, 2011* March 8, 2011* Submit to DSA August 19, 2011* Approval by DSA April 13, 2012* Authorize to Bid (2) May 25, 2012* June 6, 2012* Bid Opening July 7, 2012* Award of Contract (1) July 17, 2012* Notice to Proceed July 24, 2012* Substantial Completion November 19, 2013* Planned Occupancy January 1, 2014* C. BOND PROJECT LIST REFERENCE: , Conceptual design to be presented to the BOE in December, Page 21

23 Elementary Classroom Improvements Phase 1 Barron Park and El Carmelo Gelfand presented a cost estimate and scope of work to the BOE on November 9, 1010 for discussion and BOE approval is anticipated on December 7, Project scope of work is to include new indirect lighting, adding operable windows and coverings, vents, and replacement of ceiling tiles for the least renovated classrooms at Barron Park and El Carmelo Elementary. This project is also funding installation of new interactive whiteboards and sound assist systems. Coulter Construction contracts were awarded for IWB and SAS installation for Phase 2 and 3 schools (Barron Park, Briones, Palo Verde, and Fairmeadow) during a special BOE meeting on November 22, Strong Schools Bond Funds $8,887,522 Other $0 Total $8,887,522 Supplies $0 Contracts & Services $1,194,920 Construction & Equipment $7,488,707 Soft Costs Contingency $203,895 Total $8,887,522 Percent of Expended 6.2% Phase 1 Schools: Barron Park and El Carmelo Current Phase: Schematic Design Architect Contract (2) June 8, 2010 June 22, 2010 Conceptual Design (2) Schematic Design (2) November 9, 2010* December 7, 2010* Submit to DSA November 22, 2010* Approval by DSA May 9, 2011* Authorize to Bid (2) April 15, 2011* April 30, 2011* Bid Opening May 12, 2011* Award of Contract (1) May 24, 2011* Notice to Proceed June 1, 2011* Substantial Completion August 15, 2011* Planned Occupancy August 17, 2011* C. BOND PROJECT LIST REFERENCE: Gelfand presented planned work for phase 1 schools to BOE on November 9, Installation of technology wall underway. Page 22

24 Technology Improvements 80% of the computer purchases planned for the 2010/11 school year have been made. The district continues to purchase more Apple products than PC products. In addition to traditional desktops and laptops, schools have purchased ipod touches, ipads and netbooks for pilot projects. Strong Schools Bond Funds $7,080,712 Other $0 Total $7,080,712 Supplies & Computers $6,698,117 Contracts & Services $180,173 Construction & Equipment $202,422 Soft Costs Contingency $0 Total $7,080,712 Percent of Expended 48.1% Current Phase: Architect Contract (2) Conceptual Design (2) Schematic Design (2) Submit to DSA Approval by DSA Authorize to Bid (2) Bid Opening Award of Contract (1) Notice to Proceed Substantial Completion Planned Occupancy C. BOND PROJECT LIST REFERENCE: New computers delivered to schools. Page 23

25 Gunn High School Industrial Arts Addition and Renovation Of the $5,511,500 project budget, 90.5% or $4,997,072 was expended. Approved change orders were $207,033, approximately 41.6% of the $349,000 construction contingency. This project will be closed pending final closeout of the project by DSA. Strong Schools Bond Funds $5,511,500 Other $0 Total $5,511,500 Salaries and Benefits $1,063 Supplies $76,657 Contracts & Services $1,232,253 Construction & Equipment $4,200,322 Soft Costs Contingency $1,205 Total $5,511,500 Percent of Expended 90.7% 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 Architect Contract (2) Conceptual Design (2) Schematic Design (2) Submit to DSA June 17, 2008 Approval by DSA December 24, 2008 Authorize to Bid (2) October 14, 2008 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 C. BOND PROJECT LIST REFERENCE: 3.1, 3.7, 3.11 The building occupied as scheduled, and the project completed within budget. Page 24

26 Gunn High School Aquatic Center Of the $5,013,750 project budget, 96.9%, or $4,860,823 was expended. Approved change orders were $194,739, approximately 49.9% of the $389,887 construction contingency. This project will be closed pending final closeout of the project by DSA. Strong Schools Bond Funds $5,013,750 Other $0 Total $5,013,750 Supplies $1,000 Contracts & Services $692,797 Construction & Equipment $4,318,858 Soft Costs Contingency $1,095 Total $5,013,750 Percent of Expended 96.9% Change Order Contingency Starting Contingency Balance $389,887 Remaining Contingency Balance $195,148 Percent of Changes 49.9% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Occupancy June 15, 2009 Architect Contract (2) Conceptual Design (2) Schematic Design (2) Submit to DSA December 11, 2007 Approval by DSA April 24, 2008 Authorize to Bid (2) April 8, 2008 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 C. BOND PROJECT LIST REFERENCE: 3.12 This project completed within budget. Page 25

27 Middle School Pre Design Jordan, J.L. Stanford and Terman AEDIS presented recommended concept plans for each campus to the Board of Education on June 23 for discussion and received approval on September 8 by the Board of Education to move into schematic design. Strong Schools Bond Funds $101,000 Other $0 Total $101,000 Supplies $1,000 Contracts & Services $85,000 Construction & Equipment $0 Soft Costs Contingency $15,000 Total $101,000 Percent of Expended 52.9% Current Phase: Complete Architect Contract (2) October 28, 2008 October 30, 2008 Conceptual Design (2) June 23, 2009 September 8, 2009 Schematic Design (2) Submit to DSA Approval by DSA Authorize to Bid (2) Bid Opening Award of Contract (1) Notice to Proceed Substantial Completion Planned Occupancy C. BOND PROJECT LIST REFERENCE: This project has been completed on schedule and under budget. Board approval received on September 8, Page 26

28 Middle Schools Interim Classrooms Jordan and J.L. Stanford Contractors completed the installation of these new portables on August 3, 2009 at Jordan and August 12, 2009 at Stanford. Of the $1,047,186 project budget, 48.9%, or $488,536 was expended. Pending Change Orders were estimated to be $26,381, which is approximately 49.6% of the $52,379 construction contingency. These projects will be closed pending final closeout of the projects by DSA. Strong Schools Bond Funds $1,047,186 Other $0 Total $1,047,186 Supplies $0 Contracts & Services $346,148 Construction & Equipment $698,490 Soft Costs Contingency $2,548 Total $1,047,186 Percent of Expended 48.9% Change Order Contingency Starting Contingency Balance $52,379 Remaining Contingency Balance $25,998 Percent of Changes 49.6% (Change Orders + Construction Change Directives vs. Original Contract) Current Phase: Occupancy August 25, 2009 Architect Contract (2) October 28, 2008 October 30, 2008 Conceptual Design (2) Schematic Design (2) Submit to DSA April 14, 2009 Approval by DSA April 22, 2009 Authorize to Bid (2) March 31, 2009 April 14, 2009 Bid Opening May 14, 2009 Award of Contract (1) May 26, 2009 Notice to Proceed June 1, 2009 Substantial Completion August 12, 2009 Planned Occupancy August 25, 2009 C. BOND PROJECT LIST REFERENCE: 2.1, 6.4, 6.5 This project was completed under budget and on schedule. Page 27

29 Garland Elementary School Campus Modernization The Board of Education voted on August 25, 2009 to approve the amendment to Garland lease to Stratford School. Therefore, the district has placed the project on hold. Strong Schools Bond Funds $22,178,544 Other $0 Total $22,178,544 Supplies $0 Contracts & Services $3,915,789 Construction & Equipment $17,400,000 Soft Costs Contingency $862,755 Total $22,178,544 Percent of Expended 1.3% Current Phase: On Hold Architect Contract (2) October 28, 2008 October 30, 2008 Conceptual Design (2) February 10, 2009 February 24, 2009 Schematic Design (2) June 2, 2009 June 23, 2009 Submit to DSA Approval by DSA Authorize to Bid (2) Bid Opening Award of Contract (1) Notice to Proceed Substantial Completion Planned Occupancy C. BOND PROJECT LIST REFERENCE: 1.1, This project has been placed on hold. Page 28

30 Elementary School Teaching Walls Phase 1 Schools The district placed this project on hold after review of the implementation of other classroom improvements, as recommended by the elementary school principals. This project has been renamed Elementary Classroom Improvements (see Capital Projects summary above). Strong Schools Bond Funds $7,044,987 Other $0 Total $7,044,987 Supplies $0 Contracts & Services $1,341,394 Construction & Equipment $5,498,498 Soft Costs Contingency $205,095 Total $7,044,987 Percent of Expended 1.6% Current Phase: Project Renamed. See Classroom Improvements Project Architect Contract (2) September 30, 2008 October 14, 2008 Conceptual Design (2) Schematic Design (2) Submit to DSA Approval by DSA Authorize to Bid (2) Bid Opening Award of Contract (1) Notice to Proceed Substantial Completion Planned Occupancy C. BOND PROJECT LIST REFERENCE: 1.9 This project has been renamed Elementary Classroom Improvements (see Capital Projects summary above). Page 29

31 Numbers Added 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. OHS WEST: A-1

32 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. OHS WEST: A-2

33 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. OHS WEST: A-3

34 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. OHS WEST: A-4