Massachusetts School Building Authority CAPITAL PLANNING PROJECT OVERVIEW REPORT

Transcription

1 Massachusetts School Building Authority CAPITAL PLANNING PROJECT OVERVIEW REPORT January 8, 2016

2 TABLE OF CONTENTS Capital Pipeline Overview. 2 Statements of Interest (SOIs). 3 Core Program Eligibility Period. 4 Consultant Selection Feasibility Study. 7 Schematic Design Commissioning... 9 Design Development.. 10 Summary of Bid Data Accelerated Repair Program Project Variances Appendix (A) Project Status List (B) 2016 Estimated Bid Dates (C) Status Report 1

3 CAPITAL PIPELINE OVERVIEW Current Projects Status A total of 306 projects that have received invitations from the Board of Directors ( Board ) to collaborate with the MSBA are currently in the MSBA s Eligibility Period and Capital Pipeline. The summary chart provides the number of projects in Eligibility Period and each phase of the Capital Pipeline. For a detailed look at the Capital Pipeline projects, please go to and select Capital Pipeline Status Chart. Closeout 66 Final Audit 28 Eligibility Period 1 Consultant Selection 27 Feasibility Study & Schematic Design 49 Design Development Progress Report SOI 2015 o Building Complete Core Program SOIs were received; and recommendations for the 2015 SOI opening are anticipated at the January 2016 Board meeting. o 2015 ARP SOIs were finalized with recommendations for invitation issued for 24 districts, representing 44 projects, at the June 3, 2015 Board meeting. SOI 2016 o The SOI System for SOI consideration in 2016 opened on January 8, Eligibility Period o The remaining district in Eligibility Period is being recommended for an invitation to Feasibility Study at the January Board meeting. Feasibility Study/Schematic Design o One district received MSBA approval for selection of an Owner s Project Manager ( OPM ). o Two districts have completed their designer selection. Accelerated Repair Program o From the 2015 SOI opening, all districts have completed preliminary requirements and have been assigned consultants. One district was recommended for a Project Funding Agreement at the November 2015 Board meeting, 15 districts are anticipated at the January Board meeting, with the remaining eight districts being presented at the March and May Board meetings. Costs Core Program o Of the 14 bids and/or executions of a GMP in 2015, 13 have been reported to date. o Of the 13, 10 bids came in within the estimated budget. Substantial Completion o Of the 24 districts anticipating substantial completion in 2015, 23 have declared substantial completion as of this report. o 13 projects are projecting substantial completion in

4 STATEMENTS OF INTEREST (SOIs) 2016 SOI Process The Fiscal Year 2016 SOI filing period opens on January 8, The deadline to file SOIs for consideration in the Accelerated Repair Program ( ARP ) is Friday, February 12, The SOI filing period for districts submitting for consideration in the Core Program, which is primarily for projects beyond the scope of Accelerated Repair, including extensive repairs, renovations, addition/renovations, and new school construction, is Friday, April 8,

5 CORE PROGRAM Eligibility Period There is one district remaining in Eligibility Period, and it has secured funding. An agreed upon enrollment is a key pre requisite for the MSBA to commence a Feasibility Study with a district. To begin the enrollment projection process, a district must file enrollment information utilizing the MSBA s online enrollment projection tool. The remaining district has completed its online enrollment projection information and has signed its enrollment certification. Based upon the schedule anticipated by the district for completion of Eligibility Period requirements, staff anticipates recommending this district in Eligibility Period for an Invitation to Feasibility Study at the January Board meeting. District School Date of Invitation to Eligibility Period 30 days ICC 60 days SBC Online Enrollment Projection Info 90 days 180 days Ed Profile Questionnaire Maintenance Documents Enrollment Certification 270 days Local Authorization Date of Invitation to Feasibility Study (Estimated) Everett George Keverian School 3/25/15 x x x x x x x 1/27/16 Staff will be recommending SOI s from the SOI 2015 submittals for Invitation to Eligibility Period at the January 2016 Board meeting. 4

6 Consultant Selection OPM Selection After the district has completed all Eligibility Period requirements and has received a Board Invitation to Feasibility Study, the district procures an Owner s Project Manager ( OPM ). Since the last report, one district has completed its OPM selection as shown shaded in the table below. Currently, there are 15 districts in the Capital Pipeline that are in the process of procuring an OPM. District School Anticipated Selection Saugus Saugus HS December 2015 Westport Westport MS January 2016 Lynn Pickering MS January 2016 Waltham Waltham HS January 2016 Boston Boston Arts Academy February 2016 Cape Cod RVTSD Cape Cod RTHS February 2016 Worcester South High Community School February 2016 Easthampton Maple ES March 2016 Attleboro Attleboro HS April 2016 Middleborough Middleborough HS April 2016 Lowell Lowell HS April 2016 Taunton Mulcahey ES April 2016 Bristol County Agricultural Bristol County Agricultural HS May 2016 Clarksburg Clarksburg ES May 2016 Fall River BMC Durfee HS June 2016 Holyoke Lt. Elmer J. McMahon ES TBD 5

7 Designer Selection After a district has selected and executed a contract with an OPM, it selects a Designer utilizing either a local designer selection process for projects under $5 million or the MSBA s Designer Selection Panel ( DSP ) for projects over $5 million. Since the last report, two districts have completed their Designer selection as shown shaded in the table below. There is currently one district in the Capital Pipeline that is in the process of procuring a Designer. District School Anticipated Selection Millis Clyde F. Brown ES November 2015 Ipswich Winthrop ES December 2015 Saugus Saugus HS February 2016 For additional information on the selected consultant teams, see Appendix A. 6

8 Feasibility Study Once a district has procured an OPM and Designer, the district and its consultants must complete two Feasibility Study submittals, the Preliminary Design Program and the Preferred Schematic Report, prior to Board consideration to proceed into Schematic Design. Based on the most recent data and schedules provided to the MSBA by districts, the MSBA anticipates that eight districts will present their preferred schematic designs to the Board at the upcoming January, March, and May Board meetings. District School Anticipated PS Board Date Needham Hillside ES January 27, 2016 Stoughton Stoughton HS January 27, 2016 Amherst Wildwood ES March 30, 2016 Boston Quincy Upper School March 30, 2016 Hanover Sylvester ES March 30, 2016 Bourne Peebles ES May 25, 2016 Braintree East MS May 25, 2016 Millis Clyde F. Brown ES May 25,

9 Schematic Design Prior to consideration by the Board for Project Scope and Budget authorization, a district must submit a Schematic Design to the MSBA for review. Based on the most recent data and schedules provided to the MSBA by districts, the MSBA anticipates that eight districts will appear before the Board for Project Scope and Budget Agreement authorization at the upcoming January, March, and May Board meetings. District School Anticipated PS&B Board Date Billerica Memorial HS January 27, 2016 Granby West Street ES January 27, 2016 Minuteman RVTSD Minuteman RVTHS January 27, 2016 Mount Greylock RSD Mount Greylock RHS January 27, 2016 Dedham Early Childhood Center March 30, 2016 Newton Cabot ES March 30, 2016 Stoughton Stoughton HS May 25, 2016 Quincy Sterling MS May 25,

10 Commissioning The MSBA assigns a Commissioning Consultant once a district has secured local funding for the Board approved project. Since the last report, the MSBA has assigned Commissioning Consultants to nine additional projects presented in the table below. District School Program Estimated Const. Cost (million) Commissioning Consultant Contract Amount Leicester Leicester HS (Roof) 2015 ARP $2.10 Russo Barr Associates $47,435 Provincetown Provincetown K 8 (Repairs) Core $5.71 BVH Integrated Services $43,840 Hopkinton Center ES Core $35.14 RDK Engineers $89,915 Chicopee 2 schools (Roofs) 2015 ARP $3.13 Associates $52,500 Springfield 4 Schools 2015 ARP $5.24 Associates $97,000 Cambridge North Reading West Bridgewater Kennedy Longfellow (Roof) E. Ethel Little School (Roof) Spring Street School (Roof) 2015 ARP $2.80 Thompson & Lichtner $34, ARP $1.42 Thompson & Lichtner $33, ARP $1.11 Thompson & Lichtner $31,100 Greenfield Federal Street School 2015 ARP $4.70 Colliers International $59,851 To date, the MSBA has executed 340 Commissioning Consultant contracts, totaling $24.4 million. To date, 184 contracts have been completed. The table below represents the status of commissioning assignments sorted by the fiscal year in which the commissioning work orders were issued. Fiscal Year No. Work Orders Issued Value of Work Orders Issued Total Invoiced Percent Complete FY10 31 $4,231,376 $4,273, % FY11 95 $6,132,890 $6,046,179 99% FY12 52 $4,450,761 $4,265,048 96% FY13 55 $3,364,697 $2,937,419 87% FY14 47 $2,604,062 $1,656,620 64% FY15 44 $2,277,711 $809,013 36% FY16 16 $1,315,773 $15,768 1% 9

11 Design Development Once a district has secured local funding and has entered into a Project Funding Agreement with the MSBA, it enters into the Design Development phase. Currently, there are 25 projects in the Design Development phase with a total estimated construction cost of approximately $497.3 million: 15 Accelerated Repair projects and 10 Core Program projects. The 10 Core Program projects in Design Development have a total estimated construction cost of approximately $474.6 million and are listed below. Elementary School Districts Carver (PK 5) Hopkinton (PK 1) Narragansett (PK 5) New Bedford (PK 5) Woburn (K 5) Middle School Districts High School Districts Other Grade Configurations Middle School Districts Beverly (5 8) Westborough (7 8) Pittsfield (9 12) Brookline (K 8) Provincetown (K 8) Summary of Bid Data Based on the most recent data and schedules provided by the districts, the MSBA anticipates 14 projects will bid in 2015 and 11 projects will bid in Year Number of Projects Design Basis for Enrollment Project Budget Budget ,654 $887.9 M $700.9 M ,500 $639.3 M $526.1 M Totals 25 16,154 $1.53 B $1.23 B Note: These numbers are based on preliminary information received from the District and are subject to further review and calculation. Anticipated Bids in 2016: January N/A February Westborough (CMR) For additional information on each of these projects, see Appendix B. 10

12 When a district issues a Notice to Proceed, the project is advanced to the phase. Currently, there are 42 projects in the phase with a total estimated construction cost of $1.17 billion: 21 Accelerated Repair projects, one waitlist project, and 20 Core Program projects. This does not include the 68 projects that have reached substantial completion and are currently in the Building Complete phase. The 20 Core Program projects have a total estimated construction cost of $1.12 billion and are listed below. Elementary School Districts Middle and Middle/High School Districts High School Districts Other Grade Configurations Athol Royalston RSD (PK 4) Gloucester (K 5) Milford (3 5) Northborough (K 5) Westfield* (K 5) Middle School Districts Chelsea (5 8) Lynn (6 8) Peabody (6 8) Scituate (6 8) Wachusett RSD (6 8) North Middlesex RSD (9 12) Plymouth (9 12) Winchester (9 12) Abington (PK; 5 12) Haverhill (K 8) Holbrook (PK 12) Worcester (PK 6) Middle/High School Districts Boston Dearborn MS (6 12) Lunenburg (6 12) Winthrop (6 12) *Note: Westfield, Abner Gibbs Elementary School, stopped construction in December of 2012 due to a preliminary injunction based upon project site status as Article 97 Protected Land. For additional information on the construction status for each of these projects, see Appendix C. 11

13 ACCELERATED REPAIR PROGRAM Currently there are a total of 83 districts, representing 172 projects, either active or completed in the Accelerated Repair Program. All new information that has been updated since the last report has been emphasized in italics. Repair Program Number of Districts Number of Projects Total Project Budgets Maximum Facility Grants Number of Projects Final Audit Approved 2015 Accelerated* $2,529,730 $1,497, Accelerated $108,410,084 $65,388, Accelerated $94,724,781 $54,702, Accelerated $63,009,653 $38,267, Green $366,654,266 $222,889, *Totals reflect projects approved for Project Funding Agreements as of the November 18, 2015 Board of Directors Meeting Accelerated Repair Program Invitations 24 districts, representing 44 projects o Scope includes 22 roofs, 26 windows/doors and nine boilers Approved for Project Funding Agreements one district, representing one project Total Project Budgets $2,529,730 MSBA Total Facilities Grants $1,497, districts, representing 28 projects, are seeking PFA approval at the January 27, 2016 Board of Director s Meeting o The proposed combined Total Project Budgets and Maximum Facility Grants are $85,334,092 and $60,142,331 respectively Accelerated Repair Program Invitations 36 districts, representing 51 projects SOI Removal two districts, representing four projects Current 2014 ARP projects 34 districts, representing 47 projects o Scope includes 20 roofs, 25 windows/doors and 13 boilers Approved for Project Funding Agreements 34 districts, representing 47 projects Total Project Budgets $108,410,084 MSBA Total Facilities Grants $65,388,035 Four districts, representing six projects, required schedule extensions following PFA approval 86% of reporting projects bid within estimated budget Building Complete 25% 45% 2014 ARP Status Chart Design Development 30% 12

14 2013 Accelerated Repair Program Invitations 28 districts, representing 50 projects SOI Removals four districts, representing five projects Approved for Project Funding Agreements 26 districts, representing 47 projects Active Projects 25 districts, representing 45 projects o Scope includes 30 roofs, 13 windows/doors and seven boilers Total Project Budgets $94,724,781 MSBA Total Facilities Grants $54,702,981 Four districts, representing seven projects, required schedule extensions following PFA approval 82% of projects bid within estimated budget Since the last report, projects that have reached substantial completion have increased from 89% to 100% Final Audit Approved 23% Closeout 45% 2013 ARP Status Chart Building Complete 32% 2012 Accelerated Repair Program Invitations 27 districts, representing 39 projects SOI Removals three districts, representing three projects Approved Project Funding Agreements 24 districts, representing 36 projects o Scope includes 21 roofs, 11 windows/doors and seven boilers Total Project Budgets $63,009,653 MSBA Total Facilities Grants $38,267,952 Five districts, representing nine projects, required schedule extensions following PFA approval 86% of projects bid within estimated budget 78% of projects have completed Final Audit Final Audit Approved 78% 2012 ARP Status Chart Closeout 22% Status of Green Repair Program The Green Repair Program resulted in PFA authorizations totaling $366,647,226 in Total Project Costs and $222,889,218 in MSBA grants. Of the 189 projects, 180 have been approved for final grant payments. All projects that have not been previously approved for final grant payments (9) are substantially complete and require Final Audit. 13

15 2014 Accelerated Repair Projects Estimate vs Bid Amount Staff has reported previously on the shaded projects. As of this report, staff notes nine new projects have been added to the chart. 86% of the 37 reported projects came within the estimated budget. 10 additional projects are scheduled to be reported for the March 30, 2016 Board of Directors meeting. Bidding of remaining projects will be complete in February District School Scope Project Type Total $69,417,752 $52,697,079 $16,720,673 $11,887,007 Bid Date Estimate ** Bid Amount ** Variance from Estimate Reimbursement Rate Potential Grant Variance * Quincy Francis W. Parker MS Windows/Doors DBB Jan 15 $1,077,920 $987,000 $90, % $64,699 Quincy Sudbury Lincoln Hancock Community School General Nixon ES Windows/Doors DBB Jan 15 $2,075,113 $1,479,000 $596, % $424,194 Partial Roof/ Partial Windows/Doors DBB Feb 15 $915,204 $817,466 $97, % $36,056 Lynn William P. Connery ES Roof DBB Feb 15 $859,532 $604,000 $255, % $201,743 Lynn E. J. Harrington ES Roof DBB Feb 15 $1,505,681 $1,217,700 $287, % $227,361 Worcester Goodard School of Science and Technology Windows/Doors DBB Feb 15 $4,634,609 $3,053,000 $1,581, % $1,248,680 Worcester West Tatnuck School Windows/Doors DBB Feb 15 $1,997,979 $1,162,019 $835, % $659,990 Worcester Clark Street Community Windows/Doors DBB Feb 15 $2,095,791 $1,465,163 $630, % $497,881 Worcester Union Hill School Windows/Doors DBB Feb 15 $2,096,895 $1,618,818 $478, % $377,442 Dartmouth George H. Potter ES Roof DBB Feb 15 $1,548,538 $1,283,000 $265, % $137,655 Medway John D. McGovern ES Windows/Doors DBB Feb 15 $894,675 $561,886 $332, % $166,927 Norwood Cornelius M. Callahan ES Boiler DBB Mar 15 $356,939 $224,171 $132, % $67,154 Greenfield Green River Roof, Windows/Doors DBB Mar 15 $1,739,286 $1,005,890 $733, % $568,162 Springfield Kensington Avenue Windows/Doors DBB Mar 15 $779,500 $832,500 $53, % $0 Wellesley Wellesley MS Windows/Doors DBB Mar 15 $3,827,871 $2,752,500 $1,075, % $333,365 Tyngsborough Tyngsborough HS Roof, Boiler DBB Mar 15 $3,282,118 $1,964,300 $1,317, % $696,994 Middleton Fuller Meadow ES Partial Roof DBB Apr 15 $1,257,849 $906,800 $351, % $162,781 Northampton Leeds ES Partial Roof DBB Apr 15 $540,900 $401,550 $139, % $78,398 Northampton R. K. Finn Ryan Road School Partial Roof DBB Apr 15 $851,639 $501,520 $350, % $196,977 North Attleborough Roosevelt Avenue ES Boiler DBB Apr 15 $303,623 $265,667 $37, % $20,318 Southern Berkshire RSD Mount Everett RHS Roof, Boiler DBB Apr 15 $6,376,974 $4,806,662 $1,570, % $615,719 Leominster Northwest ES Roof DBB May 15 $2,693,028 $1,805,000 $888, % $639,025 Tri County RSD Tri County RVTHS Boiler DBB Jun 15 $729,259 $494,131 $235, % $120,903 Auburn Auburn MS Roof, Partial Boiler DBB Jun 15 $1,757,394 $1,371,393 $386, % $209,058 Auburn Bryn Mawr ES Roof DBB Jun 15 $671,935 $578,000 $93, % $50,875 14

16 District School Scope South Shore Voc Tech RSD South Shore Voc Tech Regional HS Project Type Bid Date Estimate ** Bid Amount ** Variance from Estimate Reimbursement Rate Potential Grant Variance * Boiler DBB Aug 15 $519,808 $354,200 $165, % $89,693 Stoughton Joseph H Gibbons Roof Window/Door DBB Sep 15 $2,740,109 $1,914,220 $825, % $447,301 Gardner Elm Street School Boiler Window/Door DBB Sep 15 $3,509,176 $2,599,000 $910, % $718,584 Brockton Brookfield ES Roof DBB Oct 15 $3,167,788 $1,838,297 $1,329, % $1,049,633 Orleans Orleans ES Partial Window/Door DBB Oct 15 $872,628 $969,480 $96, % $0 Randolph J F Kennedy ES Windows/Doors DBB Nov 15 $2,079,590 $2,031,583 $48, % $35,880 Randolph Randolph HS Partial Window/Door DBB Nov 15 $4,461,242 $2,428,015 $2,033, % $1,519,634 Springfield J F Kennedy MS Windows/Doors DBB Nov 15 $2,229,800 $3,732,000 $1,502, % $0 Franklin County RSD Franklin County Tech HS Windows/Doors DBB Nov 15 $1,711,460 $1,656,723 $54, % $40,445 Wayland Claypit Hill School Windows/Doors DBB Dec 15 $1,299,997 $1,355,000 $55, % $0 Melrose Herbert Clark Hoover Windows/Doors DBB Dec 15 $1,090,827 $734,000 $356, % $183,480 Gill Montague RSD Sheefield ES Partial Window/Door DBB Dec 15 $865,075 $925,425 $60, % $0 *These numbers are based on preliminary information received from the district and are subject to further review and calculation. **The construction estimate and bid amount do not include pre construction services and alternatives. Accelerated Repair Projects Schedule Extension Update The MSBA has granted districts conditional extensions to their Project Funding Agreements pending compliance with the following stipulations: The district needed to submit a detailed, revised construction timeline showing how the work will be completed at each school; and Any costs that may result from the district s requested extension of the construction schedule will be the sole responsibility of the district and are categorically ineligible for reimbursement by the MSBA. Schedule delays for these districts can be attributed to local funding issues, lead time for windows, and construction delays on site. In no event have the extended schedules resulted in an increase to the Estimated Maximum Total Facilities Grant as authorized by the Board. Six of the Accelerated Repair Projects will not meet their anticipated construction completion dates in These projects have revised construction schedules and are scheduled to be completed in Staff has reported previously on the five shaded projects listed below. As of this report, staff notes that there is no new activity. District School Scope Orleans Orleans ES Partial Window/Door Original Completion Date Updated Completion Date 8/25/2015 8/29/2016 Springfield John F. Kennedy MS Window/Door 12/22/ /28/2016 Brockton Ashfield MS Roof/Boiler 8/31/2015 7/11/2016 Brockton Gilmore School Roof/Boiler 8/31/2015 7/11/2016 Medfield Ralph Wheelock School Boiler 1/6/2016 8/31/2016 Springfield Kensington Avenue Window/Door 11/2/15 8/19/16 Reason for Schedule Extension The District and its consultants have determined that the estimated lead time for windows requires construction to be scheduled for The District and its consultants have determined that the estimated lead time for windows requires construction to be scheduled for The District and its consultants have determined that the bidding for construction in 2016 would better serve the project budget and existing facilities. The District and its consultants have determined that the bidding for construction in 2016 would better serve the project budget and existing facilities. The District and its consultants have determined that the bidding for construction in 2016 would better serve the project budget and existing facility. The District and its consultants have determined that the estimated lead time for windows requires construction to be scheduled for

17 PROJECT VARIANCES Core Program Total Project Budget Update Upon receiving the Board s approval of the Project Scope and Budget, the MSBA and participating districts enter into a Project Funding Agreement that establishes the Total Project Budget and the Estimated Maximum Total Facilities Grant for an approved project. Staff has reported on budget increases for the 14 projects shaded below at previous Board meetings. In no event has the increase in budget resulted in an increase to the Estimated Maximum Total Facilities Grant as authorized by the Board. Since the last report, staff notes that no projects have increased its Total Project Budget. District School Scope Project Funding Agreement Total Project Budget Total Maximum Facilities Grant PFA Bid Amendment/ Final Audit Total Total Maximum Project Facilities Budget Grant Andover Bancroft ES New $44,659,837 $16,773,753 $50,374,837 $16,575,965 Burlington Essex North Shore Agricultural & Technical School District Essex North Shore Agricultural & Technical School District Marshall Simonds MS Essex North Shore Agricultural & Technical High School Essex North Shore Agricultural & Technical High School Add/ Reno $32,865,272 $17,143,365 $34,221,929 $15,362,127 New $125,000,000 $77,500,000 $133,770,000 $77,500,000 New $125,000,000 $77,500,000 $134,501,368 $77,500,000 Lexington Estabrook ES New $40,792,248 $12,250,739 $43,392,248 $12,148,491 North Reading Revere Somerville North Reading MS/HS Staff Sergeant James J. Hill ES East Somerville Community School Add/ Reno $107,727,074 $49,323,123 $123,227,074 $49,323,123 New $45,402,396 $29,551,048 45,402,396 $29,551,048 Add/ Reno $33,185,258 $15,237,996 $38,006,621 $15,237,996 Uxbridge Uxbridge HS New $43,000,000 $22,362,328 $44,986,479 $22,362,328 Norfolk County Agricultural Northborough Sutton Norfolk County Agricultural HS Lincoln Street ES Sutton MS Add/ Reno Add/ Reno Add/ Reno $28,552,385 $15,369,712 30,589, ,050 $25,530,553 $10,407,408 TBD* TBD* $59,945,474 $29,843,511 TBD* TBD* Weston Field ES New $31,504,146 $8,310,510 TBD* TBD* Winthrop Winthrop MS/HS New $81,818,740 $42,582,841 TBD* TBD* Woburn** Wyman Hurld ES New $33,705,396 $14,387,427 TBD* TBD* Reason for Increase to Total Project Budget The District has appropriated additional funds to cover the costs associated with increased construction costs and additional contingencies for litigation/settlement costs and other ineligible costs. The District appropriated at its May 2012 annual town meeting through Articles 18: 19, additional funds for the costs associated with the construction of the new field complex and field lighting replacement. The Board was informed at the March 30, 2011 meeting that the Total Project Budget had increased due to additional ineligible scope that would be funded by DCAM. The District has appropriated additional funds to cover the costs associated with increased construction costs for horse tack barn renovations. The District has executed a GMP that exceeds the Budget of the PFA. The District has appropriated additional funds to cover the costs associated with increased construction costs and additional contingencies. This is a CMR project. The estimated, reconciled construction costs tracked over budget at DD ($9,746,655 over), 60% ($4,655,965 over), and 90% ($15,136,846 over). A Town override vote in March 2013 obtained an additional $15,500,000 in local funding to proceed. At Project Scope and Budget, the Total Project Budget was approved at $44,382,396. The City of Revere has increased the land acquisition budget. Therefore, the projected total project budget at PFA has increased to $45,402,396. Note that the MSBA grant has not changed since the Project Scope and Budget Agreement. At the March 28, 2012 Board Meeting, the Board approved an amendment to the PFA and a $6.25M District loan. The District has appropriated additional funds to cover the costs associated with the construction of athletic fields originally included in the PFA but which were not included in the bid as the District's construction contract would have exceeded the budget. The District has executed a Tender Agreement and Completion Agreement Contract, increasing its Total Project Budget, following the termination of its original construction contract. The MSBA Board Approved Total Project Budget increased by $60,400 from $25,470,153 to $25,530,553 due to the addition of an alternate, for a new ball field added at the District s request. The District has executed a Tender Agreement and Completion Agreement Contract, increasing its Total Project Budget, following the termination of its original construction contract. District approved Change Orders exceeded available contingency amount. The MSBA Board Approved Total Project Budget increased due to revised FEMA flood plain requirements which necessitated the elevation of the new building to be raised. Note that the increased Total Project Budget will not increase the Maximum Total Facilities Grant. The District had completed a project review with its Conservation Commission and an Order of conditions was issued on June 12, A neighborhood group has appealed this Order and it is now under review by DEP. The District has experienced delays in completing its City Council vote for its appropriation and incurred additional costs. *PFA Bid Amendment has not been developed to calculate a revised Total Facilities Grant amount. The Total Maximum Facilities Grant will not exceed the Board authorized amount in the PFA but, upon review, may decrease. **Pending an executed Project Funding Agreement. 16

18 APPENDIX A PROJECT STATUS LIST

19 Massachusetts School Building Authority Project Status List Date of Report: 1/8/2016 Total Projects: 306 MSBA ID G G G District School Project Phase Project Type Project Scope Procurement Type OPM Designer CM\GC Knight, Bagge & Anderson Abington Frolio Middle School Core Program New DBB Ai3 Architects LLC Brait Builders Corp. Amherst Wildwood Elementary Feasibility Study Core Program Joslin, Lesser + Associates JCJ Architecture, PC - - Andover Bancroft Elementary School Closeout Core Program New CM@R Dore & Whittier Management Partners, Symmes Maini & McKee Associates, Raymond Design Ashland Ashland Middle Final Audit Approved Accelerated Repair Roof DBB Arcadis U.S., Raymond Design Ashland Henry E Warren Elem Final Audit Approved Accelerated Repair Roof DBB Arcadis U.S., Assabet Valley Regional Design Partnership of Assabet Valley Technical High School Building Complete Core Program Repair DBB Colliers International Cambridge, Skanska USA Building, Commissioning Consultant Horizon Engineering Associates, LLP Sebesta Blomberg & Associates, Associates, Gibson Roofs, Gale Associates, Associates, MDM Engineering Gale Associates, CTA Co., Symmes, Maini & McKee Associates Athol-Royalston Riverbend School Core Program New DBB Symmes Maini & McKee Associates Mount Vernon Group Architects, Fontaine Brothers, Colliers International Attleboro Attleboro High OPM Selection Core Program Lamoureux Pagano & Auburn Auburn Middle Building Complete Core Program New CM@R Skanska USA Building, Inc Associates, Fontaine Brothers, WSP USA Auburn Auburn Middle Building Complete Accelerated Repair Roof, Boiler Dietz & Company Skanska USA Building, Inc Architects, - Horizon Engineering Associates, LLP Thompson & Lichtner Co., Auburn Bryn Mawr Building Complete Accelerated Repair Roof Dietz & Company Skanska USA Building, Inc Architects, - Thompson & Lichtner Co., Ayer-Shirley Ayer-Shirley Regional Middle/High School Building Complete Core Program Addition / Renovation CM@R Dore and Whittier Architects, Symmes Maini & McKee Associates, Consigli Company, WSP USA Ayer-Shirley Page Hilltop School Green Repair DBB Barnstable Barnstable United Elementary School Closeout Accelerated Repair Roof DBB expertcon, Gale Associates, Capeway Roofing Systems, Barnstable West Barnstable Elem Closeout Green Repair Windows / Doors DBB PMA Services - Paul J. Rogan Co., CBI Consulting Bellingham Clara Macy Elementary Core Program Bellingham South Elem Design Development Accelerated Repair Roof Atlantic and Management, - - Belmont Daniel Butler Green Repair DBB Roger Wellington Jonathan Levi Architects Belmont Elementary School Closeout Core Program New CM@R PMA Services LLC Skanska USA Building, Colliers International Tahanto Regional High Berlin-Boylston School Building Complete Core Program New DBB PMA Services HMFH Architects, CTA Co., Colliers International Mount Vernon Group Beverly Beverly High School Final Audit Approved Core Program Addition / Renovation DBB HEERY Architects, CTA Ventures - Beverly Briscoe Middle Design Development Core Program New HEERY Ai3 Architects LLC - Bard, Rao + Athanas Consulting Engineers, LLC Billerica Billerica Memorial High School Schematic Design Core Program New KV Associates, Perkins+Will - - Blackstone Valley Reg Blackstone Valley Schematic Design Accelerated Repair Roof Watermark Environmental, - Gale Associates, Blackstone-Millville Blackstone Millville RHS Closeout Accelerated Repair Roof DBB Arcadis U.S., DiMarinisi & Wolfe Architects Urban Designers - Gale Associates, Simpson Gumpertz & Blackstone-Millville Millville Elem Building Complete Accelerated Repair Roof DBB Pinck & Co., CBI Consulting MDM Engineering Heger Boston Dorchester Academy OPM Selection Accelerated Repair Windows / Doors Boston Boston Arts Academy OPM Selection Core Program Page 1 of 12

20 Massachusetts School Building Authority Project Status List Boston Charles Sumner OPM Selection Accelerated Repair Windows / Doors Boston Curley K-8 School OPM Selection Accelerated Repair Windows / Doors Boston David A Ellis OPM Selection Accelerated Repair Windows / Doors Boston Donald Mckay OPM Selection Accelerated Repair Windows / Doors Boston Grover Cleveland Core Program Boston Grover Cleveland OPM Selection Accelerated Repair Windows / Doors Henry Dearborn Middle Jonathan Levi Architects Symmes, Maini & McKee Boston School Core Program New CM@R Daedalus Projects Inc LLC Gilbane Building Company Associates Boston Quincy Upper School Feasibility Study Core Program Skanska USA Building, Inc HMFH Architects, - - Boston Young Achievers OPM Selection Accelerated Repair Windows / Doors Bourne James F Peebles Elem Feasibility Study Core Program Symmes Maini & McKee Associates, Flansburgh Associates, - - Braintree East Middle School Feasibility Study Core Program Hill International Company Miller Dyer Spears - - Bridgewater- Vertex Raynham Bridgewater Middle School Closeout Accelerated Repair Roof DBB Services - - CBI Consulting Bridgewater- Raynham Laliberte Elementary School Closeout Accelerated Repair Roof DBB Bridgewater- Raynham Merrill Elementary School Closeout Accelerated Repair Roof DBB Vertex Services Vertex Services Raymond Design Associates, - CBI Consulting Raymond Design Associates, - CBI Consulting Bristol County Agr Bristol County Agr High OPM Selection Core Program Brockton Ashfield Middle School Accelerated Repair Roof, Boiler Group, LLC Tighe & Bond, - Rist-Frost-Shumway Engineering, P.C. Simpson Gumpertz & Heger Brockton Barrett Russell School Design Development Accelerated Repair Windows / Doors Group, LLC Tighe & Bond, - Simpson Gumpertz & Heger Brockton Brookfield Accelerated Repair Roof Brockton Gilmore Accelerated Repair Roof, Boiler Brookline Edward Devotion Design Development Core Program Addition / Renovation Group, LLC Tighe & Bond, - Group, LLC Tighe & Bond, - Anothony Guigli Town Employee HMFH Architects, Cambridge Fletcher/Maynard Academy Schematic Design Accelerated Repair Boiler Cambridge Kennedy-Longfellow Schematic Design Accelerated Repair Roof Canton Lt Peter M Hansen Closeout Accelerated Repair Windows / Doors DBB Canton Wm H Galvin Middle Closeout Accelerated Repair Windows / Doors DBB Vertex Services Vertex Services CSS Architects Incorporated CSS Architects Incorporated Shawmut Design and Lockheed Window Corporations Lockheed Window Corporations Simpson Gumpertz & Heger Rist-Frost-Shumway Engineering, P.C. Simpson Gumpertz & Heger Consulting Engineering Services, LLC Fitzemeyer & Tocci Associates, Thompson & Lichtner Co., Simpson Gumpertz & Heger Simpson Gumpertz & Heger Cape Cod Region Voc Tech Cape Cod Region Voc Tech OPM Selection Core Program Symmes, Maini & McKee Carver Carver Elementary School Design Development Core Program New PMA Services HMFH Architects, - Associates Chelsea Clark Avenue School Core Program New CM@R Pinck & Co., HMFH Architects, W. T. Rich Company Cannon Design Joslin, Lesser + Associates Kaestle Boos Associates, - Chicopee Belcher Schematic Design Accelerated Repair Roof Caolo & Bieniek Chicopee Chicopee Academy Building Complete Core Program Renovation DBB Arcadis U.S., Associates, Fontaine Brothers, Kaestle Boos Associates, Chicopee Fairview Middle Schematic Design Accelerated Repair Roof - - Clarksburg Clarksburg Elementary OPM Selection Core Program Concord-Carlisle Regional Turner Concord-Carlisle High School Building Complete Core Program New CM@R KV Associates, OMR Architects, Company Symmes, Maini & McKee Associates Colliers International Page 2 of 12

21 Massachusetts School Building Authority Project Status List Danvers Danvers High School Closeout Core Program Addition / Renovation DBB Monitoring Services, DiNisco Design Partnership, Limited Bacon Co, Turner Facilities Management Solutions G Dartmouth George H Potter Accelerated Repair Roof Pinck & Co., Greenwood Industries, Gale Associates, Monitoring Knight, Bagge & Anderson, Dedham Early Childhood Center Schematic Design Core Program New Services, - - Deerfield Deerfield Elem Schematic Design Accelerated Repair Roof Pinck & Co., Raymond Design Associates, - Dighton-Rehoboth Dighton Elementary Building Complete Accelerated Repair Roof DBB Arcadis U.S., Dietz & Company Architects, MDM Engineering Gale Associates, Dighton-Rehoboth Dighton Middle School Building Complete Accelerated Repair Roof DBB Arcadis U.S., Dietz & Company Architects, MDM Engineering Gale Associates, Dietz & Company Dighton-Rehoboth Dorothy L Beckwith Building Complete Accelerated Repair Roof DBB Arcadis U.S., Architects, Greenwood Industries, Gale Associates, Dighton-Rehoboth Palmer River Green Repair DBB Douglas Douglas Elementary Closeout Core Program New - Model School DBB HEERY DiNisco Design Partnership, Limited CTA Co., Consulting Engineering Services, LLC G Douglas Douglas Intermediate Elementary School Closeout Green Repair Roof, Windows / Doors, Boiler DBB HEERY DiNisco Design Partnership, Limited Mount Vernon Group CTA Co., Consulting Engineering Services, LLC Dracut Dracut Senior High School Building Complete Core Program Addition / Renovation DBB Hill International Company Architects, CTA Co., RDK Engineers New - Mount Vernon Group Dimeo Duxbury Duxbury High School Building Complete Core Program Model School CM@R KV Associates, Architects, Company WSP USA East Bridgewater High New - Foreman Building East Bridgewater School Building Complete Core Program Model School DBB Hill International Company Ai3 Architects LLC Fontaine Brothers, Commissioning, LP Easthampton Maple OPM Selection Core Program Capeway Roofing Systems, Easton Moreau Hall Closeout Accelerated Repair Roof DBB Skanska USA Building, Inc Baker/Wohl Architects, Gale Associates, Essex Agr Tech Essex Agricultural and Technical High School Building Complete Core Program New CM@R Design Partnership of PMA Services Cambridge, Gilbane Building Company Turner Facilities Management Solutions Everett George Keverian School Eligibility Period Core Program Fairhaven Hastings Middle Schematic Design Accelerated Repair Roof Potomac Capital Advisors CGKV Architects, - Gale Associates, Fall River B M C Durfee High OPM Selection Core Program Fall River James Madison Morton Middle School Closeout Core Program New DBB Maguire Group Mount Vernon Group Architects, J & J Contractors, Sebesta Blomberg & Associates, Falmouth Lawrence Design Development Accelerated Repair Windows / Doors PMA Services Civitects PC - Gale Associates, Fitchburg Crocker Elementary Core Program Franklin Franklin High School Building Complete Core Program New - Model School DBB Daedalus Projects Inc Ai3 Architects LLC Bacon-Agostini Joint Venture Consulting Engineering Services, LLC Franklin County Franklin County Tech Design Development Accelerated Repair Windows / Doors Colliers International Habeeb & Associates Architects, - CBI Consulting Gardner Elm Street School Accelerated Repair Windows / Doors, Boiler Hill International Company ICON architecture, inc. Thielsch Engineering, Fitzemeyer & Tocci Associates, Thompson & Lichtner Co., Gardner Gardner High Closeout Science Lab Initiative Addition / Renovation DBB Pinck & Co., Gardner Gardner Middle School Final Audit Approved Accelerated Repair Boiler Leftfield, LLC Georgetown Middle/High Municipal Building Georgetown School Building Complete Core Program Renovation DBB Consultants, Penn Brook Elementary Municipal Building Georgetown School Building Complete Core Program New DBB Consultants, Windows / Doors, Gill-Montague Sheffield Elementary Design Development Accelerated Repair Boiler Lamoureux Pagano & Associates, Richard D. Kimball Company, Drummey Rosane Five Star Building Corp. Royal Steam Heater Co. Fitzemeyer & Tocci Associates, Fitzemeyer & Tocci Associates, Anderson, L.D. Russo, WSP USA Drummey Rosane Anderson, Rist-Frost-Shumway Engineering, P.C. Brait Builders Corp. NETCO Project Managers, The S/L/A/M Collaborative - CBI Consulting Page 3 of 12

22 Massachusetts School Building Authority Project Status List G G G Gloucester West Parish Elementary School Core Program New Knight, Bagge & Anderson Granby West St Schematic Design Core Program Colliers International Greater Lawrence Vertex RVT Gr Lawrence Reg Voc Tech Building Complete Core Program Repair DBB Services Greater Lowell Voc Tec Greater New Bedford Greater Lowell Regional Technical High School Building Complete Core Program Addition / Renovation CM@R Greater New Bedford Vocational Technical High School Building Complete Core Program Addition / Renovation DBB Joslin, Lesser + Associates Monitoring Services, Dore & Whittier Architects, W. T. Rich Company Fitzemeyer & Tocci Associates, Jones Whitsett Architects, - - Richard D. Kimball Company, E. Amanti & Sons, WSP USA Knight, Bagge & Anderson, Drummey Rosane Anderson, Consigli Company, Agostini Co., Horizon Engineering Associates, LLP Symmes, Maini & McKee Associates Greenfield Federal Schematic Design Accelerated Repair Roof, Windows / Doors, Boiler Colliers International Roof, Windows / Greenfield Green River Accelerated Repair Doors, Boiler Arcadis U.S., Baker/Wohl Architects, RAC Builders, CBI Consulting Monitoring Dore & Whittier Architects, Shawmut Design and BVH Integrated Greenfield Greenfield High School Building Complete Core Program New CM@R Services, Services, P.C. Groton-Dunstable Florence Roche School Green Repair DBB Groton-Dunstable Swallow/Union School Green Repair DBB Hamilton-Wenham Bessie Buker Elementary Final Audit Approved Accelerated Repair Boiler DBB NETCO Project Managers, Habeeb & Associates Architects, Multitemp Mechanical Corporation Colliers International Hamilton-Wenham Winthrop School Building Complete Accelerated Repair Windows / Doors, Boiler DBB NETCO Project Managers, Habeeb & Associates Architects, E. Amanti & Sons, Hampden-Wilbraham Soule Road Accelerated Repair Windows / Doors expertcon, The S/L/A/M Collaborative - - Hampden-Wilbraham Thornton Burgess Accelerated Repair Windows / Doors CBI Consulting Colliers International Hampden-Wilbraham Wilbraham Middle Accelerated Repair Roof expertcon, The S/L/A/M Collaborative - - Mount Vernon Group Hanover Sylvester Feasibility Study Core Program P3 Architects, - - Harvard Harvard Elementary Green Repair DBB Hatfield Smith Academy Closeout Accelerated Repair Roof, Windows / Doors DBB Hill International Company Civitects PC Silktown Roofing Haverhill Caleb Dustin Hunking Core Program New CM@R Joslin, Lesser + Associates JCJ Architecture, PC Shawmut Design and Colliers International G G G Haverhill Consentino Closeout Green Repair Windows / Doors DBB Haverhill John G Whittier Closeout Green Repair Windows / Doors DBB Haverhill Tilton Closeout Green Repair Roof DBB Vertex Services Vertex Services Vertex Services CSS Architects Incorporated CSS Architects Incorporated CSS Architects Incorporated New England Builders & Contractors, New England Builders & Contractors, Titan Roofing, RDK Engineers Russo Barr Associates, G Haverhill Walnut Square Closeout Green Repair Hingham Hingham Middle School Building Complete Core Program Roof, Windows / Doors New - Model School DBB DBB Vertex Services CSS Architects Incorporated Titan Roofing, Knight, Bagge & Anderson Ai3 Architects LLC Brait Builders Corp. RDK Engineers Russo Barr Associates, Foreman Building Commissioning, LP Holbrook Holbrook Junior-Senior High School Core Program New CM@R Symmes Maini & McKee Associates, Flansburgh Associates, Holyoke E N White Elem Design Development Accelerated Repair Boiler Consigli Company, Consulting Engineering Services, LLC BVH Integrated Services, P.C Holyoke Lt Elmer J McMahon Elem OPM Selection Core Program Holyoke Morgan Elem Design Development Accelerated Repair Boiler BVH Integrated Services, P.C. Kaestle Boos Associates, BVH Integrated Holyoke Wm J Dean Voc Tech High Building Complete Science Lab Initiative Addition / Renovation DBB Skanska USA Building, Inc RAC Builders, Services, P.C. Atlantic and Simpson Gumpertz & Hopedale Memorial Final Audit Approved Accelerated Repair Roof DBB Management, Civitects PC MDM Engineering Heger Page 4 of 12

23 Massachusetts School Building Authority Project Status List Hopkinton Center Design Development Core Program New Compass Project Management, Drummey Rosane Anderson, - RDK Engineers G E G Hudson John F. Kennedy Middle School Closeout Core Program New DBB PMA Services OMR Architects, Bacon-Agostini Joint Venture Hudson Mulready Elementary Design Development Accelerated Repair Roof Atlantic and Management, Raymond Design Associates, - CBI Consulting Ipswich Winthrop Feasibility Study Core Program Leicester Leicester High Design Development Accelerated Repair Roof Hill International Company Gale Associates, - Leominster Johnny Appleseed Schematic Design Accelerated Repair Roof, Windows / Doors - Habeeb & Associates Architects, - Leominster Northwest Accelerated Repair Roof Leverett Leverett Elementary Final Audit Approved Green Repair Roof, Windows / Doors DBB Potomac Capital Advisors Lexington Joseph Estabrook Closeout Core Program New CM@R Hill International Company Group, LLC Gale Associates, Greenwood Industries, DiMarinisi & Wolfe Architects Urban Designers - DiNisco Design Partnership, Limited Shawmut Design and WSP USA BVH Integrated Services, P.C. Longmeadow Longmeadow High School Closeout Core Program New CM@R Joslin, Lesser + Associates OMR Architects, Gilbane Building Company Foreman Building Commissioning, LP Lowell Lowell High OPM Selection Core Program Ludlow East Street Elementary School Feasibility Study Accelerated Repair Roof, Boiler Lunenburg Lunenburg High School Core Program Lunenburg Lunenburg High School Core Program New CM@R Joslin, Lesser + Associates Tappe Associates, Shawmut Design and Cannon Design Lynn Breed Middle School Final Audit Approved Accelerated Repair Windows / Doors DBB Diversified Project Management Kaestle Boos Associates, GVW, CBI Consulting Lynn E J Harrington Accelerated Repair Roof NETCO Project Managers, Diversified Project Management Habeeb & Associates Architects, Capeway Roofing Systems, Lynn Lynn Voc Tech Institute Final Audit Approved Accelerated Repair Roof DBB Lynn Pickering Middle OPM Selection Core Program Lynn Thurgood Marshall Middle School Core Program New CM@R Lynn Wm P Connery Accelerated Repair Roof Joslin, Lesser + Associates NETCO Project Managers, CBI Consulting Kaestle Boos Associates, Gibson Roofs, CBI Consulting Raymond Design Associates, Walsh Brothers, Rist-Frost-Shumway Engineering, P.C. Habeeb & Associates Architects, Gibson Roofs, CBI Consulting Marblehead Glover School Closeout Core Program New DBB Municipal Building Consultants, JCJ Architecture, PC G & R, RDK Engineers Marshfield Marshfield High Building Complete Core Program New - Model School DBB Compass Project Management, Ai3 Architects LLC Brait Builders Ventures Sebesta Blomberg & Associates, Mashpee Quashnet School Green Repair DBB Maynard Maynard High School Final Audit Approved Core Program New DBB Municipal Building Consultants, Tappe Associates, CTA Co., WSP USA Medfield Ralph Wheelock School Design Development Accelerated Repair Boiler RDK Engineers DiNisco Design Medford Medford High Building Complete Science Lab Initiative Addition / Renovation DBB Leftfield, LLC Partnership, Limited G & R, Cannon Design Medford Medford High Closeout Accelerated Repair Windows / Doors, Boiler DBB Group, LLC Dietz & Company Architects, Medway John D Mc Govern Elem Building Complete Accelerated Repair Windows / Doors Arcadis U.S., CBI Consulting - Melrose Herbert Clark Hoover Design Development Accelerated Repair Windows / Doors Colliers International ICON architecture, inc. - NB Kenney Company, Inc Symmes, Maini & McKee Associates Simpson Gumpertz & Heger Melrose Melrose High Final Audit Approved Science Lab Initiative Addition / Renovation DBB Hill International Company Ai3 Architects LLC G & R, WSP USA Melrose Winthrop Core Program Finegold Alexander and Consigli Environmental Health Methuen Methuen High School Closeout Core Program Addition / Renovation CM@R KBA/Trident Associates Company, and Engineering Middleborough Memorial Early Childhood Center Schematic Design Accelerated Repair Roof Group, LLC Knight, Bagge & Anderson, - Page 5 of 12