FLORENCE ROCHE ELEMENTARY SCHOOL FEASIBILITY STUDY … · 2020-01-16 · FEASIBILITY STUDY...

FLORENCE ROCHE ELEMENTARY SCHOOL

FEASIBILITY STUDY

Groton-Dunstable, MA

OPM Monthly Project Update Report

December 2019

ELIGIBILITY PERIOD FORMING THE PROJECT

TEAM FEASIBILITY STUDY

Florence Roche Elementary School Feasibility Study

December 2019

of 3

I. EXECUTIVE SUMMARY

The Groton-Dunstable School District is in MSBA Module 3 – The Feasibility Study. Leftfield

Project Management have been selected as the Owner’s Project Manager and the

contract has been executed. Studio G Architects (SGA) have been selected as the

Designer. The Florence Roche Feasibility Study Website is up and running. SGA has been

working with the School Building Committee and Leftfield on the Educational Visioning and

Community Outreach. The Educational Leadership Team Kickoff Meeting occurred on

10/29/19. The project team has started to investigate various options to be studied as part

of the feasibility phase.

II. TASKS COMPLETED DURING DECEMBER 2019

Administrative, Owner, OPM and Design Activities

The following tasks were completed in the month of December 2019:

-12/2019 Leftfield continued management of the MSBA ProPay Process

-12/2019 The District, SGA & Leftfield worked on the Florence Roche Elementary

School Preliminary Design Program (PDP)

-12/08/2019 Leftfield submitted the November 2019 Monthly Report.

-12/08/2019 Leftfield uploaded the November 2019 monthly report to the project

website.

-12/10/2019 Leftfield & SGA attended the Groton-Dunstable School Building

Committee Meeting.

-12/10/2019 SGA facilitated an Educational Visioning Session with the Groton-

Dunstable School District

-12/19/2019 Leftfield issued the Meeting Minutes from the 11/12/2019 Groton-

Dunstable School Building Committee Meeting.

-12/19/2019 Leftfield uploaded the Groton-Dunstable School Building Committee

Meeting Agenda from the 12/10/2019 meeting to the project website.

III. TASKS PLANNED FOR JANUARY 2020

Administrative, Owner, OPM and Design Activities

The following tasks are planned for the month of January 2020:

-1/2020 Leftfield will continue management of the MSBA ProPay Process

-1/2020 The District, SGA & Leftfield worked on the Florence Roche Elementary

School Preliminary Design Program (PDP)

-1/06/2020 Leftfield will submit the December 2019 Monthly Report.

-1/06/2020 Leftfield will upload the December 2019 monthly report to the project

website.


December 2019

of 3

-1/14/2020 Leftfield & SGA will attend the Groton-Dunstable School Building

Committee Meeting.

-1/16/2020 Leftfield will issue the Meeting Minutes from the 1/14/2020 Groton-


-1/16/2020 Leftfield will upload the Groton-Dunstable School Building Committee


-1/21/2020 Leftfield & SGA will attend the Groton-Dunstable School Building

Committee Meeting.

-1/23/2020 Leftfield will issue the Meeting Minutes from the 1/21/2020 Groton-


-1/23/2020 Leftfield will upload the Groton-Dunstable School Building Committee


IV. MSBA OPM REPORTING SYSTEM

The MSBA OPM Report for December 2019 will be submitted on January 6, 2020.

V. PROJECT BUDGET AND CASH FLOW OVERVIEW

The Project Budget and Cash Flow Overview is attached.

VI. PROJECT SCHEDULE

The Project Schedule is attached.

VII. ATTACHMENTS

1. MSBA Monthly Report, dated 1/6/2020

2. Budget Tracking Report, dated 1/4/2020

3. Project Cashflow Report, dated 1/4/2020

4. Florence Roche Schedule, dated 1/4/2020

OPM Activities (Reporting Period) 1. -12/2019: Leftfield continued management of the MSBA ProPay Process 2. -12/2019: The District, SGA & Leftfield worked on the Florence Roche Elementary School Preliminary Design Program (PDP)3. -12/08/2019: Leftfield submitted the November 2019 Monthly Report.4. -12/08/2019: Leftfield uploaded the November 2019 monthly report to the project website.5. -12/10/2019: Leftfield & SGA attended the Groton-Dunstable School Building Committee Meeting.6. -12/10/2019: SGA facilitated an Educational Visioning Session with the Groton-Dunstable School District7. -12/19/2019: Leftfield issued the Meeting Minutes from the 11/12/2019 Groton-Dunstable School Building Committee Meeting.8. -12/19/2019: Leftfield uploaded the Groton-Dunstable School Building Committee Meeting Agenda from the 12/10/2019 meeting to the project website.

Project Budget Status On behalf of the District, Leftfield is managing the MSBA Propay Process. No budget concerns at this time.Potential Issues There are no potential issues to report at this time.

Contract Summary Payment Summary

Original Contract Amount $205,000 Total Contract Amount $205,000Contract Amendments (to Date) 0 Invoices Paid (to Date) $75,971Value of Contract Amendments (to Date) $0 Invoices Received (Reporting Period) $10,853Total Contract Amount $205,000 Contract Amount Remaining $118,176

Contract Amendments as Percentage of Original Contract Amount 0.0%

OPM Leftfield, LLC Progress Report as of Date 12/31/2019

District Name Groton-Dunstable MSBA ID 201706730010

School Name Florence Roche School Project Name

OPM Firm Name Leftfield, LLC School Building Committee Representative Dr. Laura Chesson

Project Director David Saindon Total Project Budget (ProPay) $750,000

Designer Firm Name Studio G. Architects, Inc. Encumbered (Reporting Period) $42,703

Principal Gail Sullivan Encumbered (to Date) $116,118

General Contractor Firm Name Total Project Invoices Received (to Date) $158,821

General Contractor Contact Name Project Completion Percentage 25%

Leftfield, LLC David Saindon Progress Report as of Date 12/31/2019


Original Contract Amount $456,000 Total Contract Amount $456,000Contract Amendments (to Date) 0 Invoices Paid (to Date) $51,000Value of Contract Amendments (to Date) $0 Invoices Received (Reporting Period) $31,850Total Contract Amount $456,000 Contract Amount Remaining $373,150

Contract Amendments as Percentage of Original Contract Amount 0.0%

DESIGNER Studio G. Architects, Inc. Progress Report as of Date 12/31/2019

MBE/WBE Requirements

MBE Requirement 0%

MBE Actual 0%

WBE Requirement 0%

WBE Actual 0%

Page 1

RFIs and Submittals

RFIs Issued (Reporting Period) 0Total RFIs Issued (to Date) 0Remaining Open RFIs – Past 30 Days 0Notes

Remaining Open RFIs – Past 60 Days 0Notes

Remaining Open RFIs – Past 90 Days 0Notes

Submittals Received (Reporting Period) 0Total Submittals Received (to Date) 0Submittals Reviewed (Reporting Period) 0Total Submittals Reviewed (to Date) 0Comments (Remaining Open Submittals)

Designer Activities (Reporting Period) SGA attended the 12/10/2019 Building Committee Meeting. SGA worked on the PDP. SGA facilitated the Educational Visioning Session on 12/10/19.

30 Day Look Ahead SGA will continue to work on the PDP. SGA will attend the Building Committee meetings on 1/14/2020 and 1/28/2020.

Commissioning Consultant N/ACommissioning Consultant Status Not selected yet.

Phase Feasibility Study Phase Scheduled Completion Date 2/4/2020

Schedule Assessment

Notice to Proceed Date MBE RequirementPhysical Progress MBE ActualSubstantial Completion Date (Original) WBE Requirement Substantial Completion Date (Revised) WBE Actual Construction Progress (Reporting Period)

30 Day Look Ahead

Overall Schedule Assessment

Problems Identified (Schedule or Construction)

Quality Control

Safety Compliance

Number of Claims (to Date)

Value of Claims (to Date)

Comments

Recorded Manpower (Reporting Period)

Commissioning Consultant

Commissioning Consultant Status

Pending Change Orders

Change Order Status


Original Contract Amount Total Contract Amount

Change Orders (to Date) Invoices Paid (to Date)

Value of Change Orders (to Date) Invoices Received (Reporting Period)

Total Contract Amount Contract Amount Remaining

Contract Type

Change Orders as Percentage of Original Contract Amount 0.0%

GENERAL CONTRACTOR Progress Report as of Date 12/31/2019

Page 2

The undersigned hereby certifies that, to the best of his/her knowledge, the information contained in this monthly report and attached hereto are true and accurate.

Project Director/Project Manager

______________________________________ Print Name

______________________________________ Signature

______________________________________ Date

Certification

Page 3

eilee

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eilee

Text Box

David Saindon

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Text Box

01/06/2020

MSBA ID: 201706730010Florence Roche Elementary School Feasibility Study Current Budget

Project Director / Manager: David Saindon / Brian Dakin

Period Ending 12/31/2019

MSBA Reimbursement Package 8

Includes CM Requisition / CO # N/A

Budget Committed Remaining % Complete CTC Anticipated Variance

Changes Costs Expended Unspent Budget (against committ'd) (beyond committed) C @ C (Under)/Over

[A] [B] [C] [D] [E] [F]=[D]-[E] [G]=[C]-[D] [H]=[E]/[J] [I] [J]=[D]+[I] [K]=[C]-[J]

0001 0000 Owner's Project Manager $190,000 $15,000 $205,000 $205,000 $75,971 $129,029 $0 $0 $205,000 $0

0001 0000 Feasibility Study (Leftfield, LLC) $190,000 $15,000 $205,000 $205,000 $75,971 $129,029 $0 37% $0 $205,000 $0

0002 0000 Designer $500,000 ($44,000) $456,000 $456,000 $82,500 $373,500 $0 $0 $456,000 $0

0002 0000 Feasibility Study $500,000 ($44,000) $456,000 $456,000 $82,500 $373,500 $0 18% $0 $456,000 $0

0003 0000 Environmental & Site Feasibility Study $15,000 $44,000 $59,000 $59,000 $350 $58,650 $0 $0 $59,000 $0

0003 0000 Subconsultants $15,000 $43,500 $58,500 $58,500 $0 $58,500 $0 0% $0 $58,500 $00003 0000 Scan Existing Plans $0 $500 $500 $500 $350 $150 $0 70% $0 $500 $0

0004 0000 OTHER $45,000 ($15,000) $30,000 $0 $0 $0 $30,000 $30,000 $30,000 $0

0004 0000 Owner's Contingency/Other $45,000 ($15,000) $30,000 $0 $0 $0 $30,000 $30,000 $30,000 $0

FEASIBILITY STUDY AGREEMENT TOTALS $750,000 $0 $750,000 $720,000 $158,821 $561,179 $30,000 $30,000 $750,000 $0

Florence Roche Elementary School Feasibility Study - BUDGET TRACKING

FSA BudgetRev. FSA Budget

1/4/2020 C:\Users\eilee\Dropbox\Groton_Dunstable Elementary\3 - Budget\3a - Project Budgets\Florence Roche Budget Tracking_01_03_2020 Page 1 of 1

Groton-Dunstable - Florence Roche Elementary School Feasibility Study

1/4/2020

Projected Cashflow

Date Reimb. No.Forecasted

Value

Submitted

ValueBalance

750,000$

Jul-19 1 -$ 10,853$ 739,147$

Aug-19 2 -$ 10,853$ 728,294$

Sep-19 3 -$ 10,853$ 717,441$

Oct-19 4 -$ 10,853$ 706,588$

Nov-19 5 -$ 10,853$ 695,735$

Dec-19 6 -$ 10,853$ 684,882$

Jan-20 7 50,853$ $ - 684,882$

Feb-20 8 50,853$ $ - 684,882$

Mar-20 9 50,853$ $ - 684,882$

Apr-20 10 50,853$ $ - 684,882$

May-20 11 50,853$ $ - 684,882$

Jun-20 12 50,853$ $ - 684,882$

Jul-20 13 50,853$ $ - 684,882$

Aug-20 14 50,853$ $ - 684,882$

Sep-20 15 50,853$ $ - 684,882$

Oct-20 16 50,853$ $ - 684,882$

Nov-20 17 50,853$ $ - 684,882$

Dec-20 18 50,853$ $ - 684,882$

Jan-21 19 45,005$ $ - 684,882$

Feb-21 20 7,929$ $ - 684,882$

Mar-21 21 7,929$ $ - 684,882$

Apr-21 22 7,929$ $ - 684,882$

May-21 23 2,929$ $ - 684,882$

Jun-21 24 2,925$ $ - 684,882$

684,882$ 65,118$ 750,000$

Remaining To Be

Submitted

Submitted To

Date Value

Estimated Cost

@ Completion

Starting balance >>

C:\Users\eilee\Dropbox\Groton_Dunstable Elementary\3 - Budget\3a - Project Budgets\Florence Roche Budget Tracking_01_03_2020

ID %

Complete

Task Name Duration Start Finish

1 100% Procure OPM (MOD 2) 67 days Tue 2/26/19 Wed 5/29/19

8 100% Procure Architect (MOD 2) 133 days Tue 5/14/19 Thu 11/14/19

30 100% Develop schedule/work plan 10 days Thu 10/17/19Wed 10/30/19

31 100% GDRSD BC approves work plan 5 days Thu 10/31/19 Wed 11/6/19

32 100% MSBA/District kick off meeting - November 22nd 1 day Fri 11/22/19 Fri 11/22/19

33 49% FEASIBILITY STUDY (MOD 3) 177 daysWed 10/23/19 Wed 6/24/20

34 63% Educational Programming 50 days Tue 10/29/19 Fri 1/3/20

35 100% Ed. Visioning kick off meeting 1 day Tue 10/29/19 Tue 10/29/19

36 100% Community Engagement / Listening Meeting (Visioning

Workshop 1)

1 day Sat 11/16/19 Sat 11/16/19

37 100% Educational Working Group (EWG) Meeting 1 1 day Tue 11/26/19 Tue 11/26/19

38 100% Educational Working Group (EWG) Meeting 2 1 day Tue 12/10/19 Tue 12/10/19

39 100% EDUCATIONAL PLAN; Ed plan statement of teaching

philosophy, methods and goals. Page 6.

15 days Tue 12/10/19 Mon

12/30/19

40 100% Initial space summary ("ISS") - 645 students 30 days Tue 10/29/19 Fri 12/6/19

41 100% ISS explanation for variances between Ed program and

MSBA guild lines. Page 7.

2 days Mon 12/9/19 Tue 12/10/19

42 0% BC recommends ISS and Educational Program for School

Committee approval

10 days Mon 12/9/19 Fri 12/20/19

43 0% School Committee approves ISS and Educational Program 10 daysMon 12/23/19 Fri 1/3/20

44 0% Security Program; narrative 10 days Tue 12/10/19Mon 12/23/19

45 74% Introduction Deliverables - PDP 32 days Mon 11/4/19Mon 12/16/19

46 50% Existing conditions summary 30 days Mon 11/4/19 Thu 12/12/19

47 90% Capital budget statement (narrative) 30 days Mon 11/4/19 Thu 12/12/19

48 90% Project directory 10 days Mon 11/4/19 Fri 11/15/19

49 85% Updated project schedule 5 days Tue 12/10/19Mon 12/16/19

50 86% Evaluation of existing conditions 102 daysWed 10/23/19 Wed 3/11/20

51 100% Legal title/development restrictions/determine historic

concerns (local + MHC)

30 days Wed

10/23/19

Mon 12/2/19

52 100% Code review/building systems analysis 45 daysWed 10/23/19Mon 12/23/19

53 100% Determine need for geotechnical + geoenvironmental

explorations; TBD

45 days Wed

10/23/19

Mon

12/23/19

54 100% Hazardous material survey/analysis 30 daysWed 10/23/19 Mon 12/2/19

55 100% Phase 1 - ESA (project sites tbd) 30 daysWed 10/23/19 Mon 12/2/19

56 100% Preliminary Evaluation of Alternatives (include analysis of

district assignment practices and available space; tuition

agreements with adjacent school districts;

rental/acquisition of existing buildings that could be utilized

for school operations. Pg 9.

30 days Wed

10/23/19

Mon 12/2/19

57 100% Provide data utilized to determine PDP "short list" of

options. Page 10.

30 days Wed

10/23/19

Mon 12/2/19

58 80% Designer presents "test fits" for options 60 daysWed 10/23/19 Mon 1/13/20

59 85% Comparative cost analysis on all options 60 daysWed 10/23/19 Mon 1/13/20

60 100% BC considers/recommends Preliminary Design Program

options (short list)

30 days Tue 12/3/19 Mon 1/13/20

61 0% School Committee approved Preliminary Design Program

options (short list)

5 days Tue 1/14/20 Mon 1/20/20

62 0% Obtain approvals from the School Building Committee and

School Committee to submit the PDP to the MSBA

5 days Tue 1/21/20 Mon 1/27/20

63 80% Compile local actions and approval certification 5 days Tue 1/28/20 Mon 2/3/20

64 0% ** Submit PDP to the MSBA ** 1 day Tue 2/4/20 Tue 2/4/20

65 0% MSBA PDP review 15 days Wed 2/5/20 Tue 2/25/20

66 0% Receive MSBA PDP comments 1 day Wed 2/26/20 Wed 2/26/20

67 0% District returns responses to MSBD PDP comments 10 days Thu 2/27/20 Wed 3/11/20

68 0% Preferred Schematic Report (PSR) Development of short list

options

117

days

Tue 1/14/20 Wed 6/24/20

69 0% Updated summary on activities to date 10 days Tue 4/7/20 Mon 4/20/20

70 0% Updated project schedule 5 days Tue 4/7/20 Thu 5/7/20

71 0% Summary of existing conditions and alternatives 10 days Tue 4/7/20 Mon 4/20/20

72 0% Summary of Districts preferred solution 10 days Tue 4/7/20 Mon 4/20/20

73 0% Provide copy of MSBA prelim. PDP review and

corresponding District response.

1 day Thu 3/12/20 Thu 3/12/20

74 0% Evaluation of Alternatives (short list) 72 days Tue 1/14/20 Wed 4/22/20

75 0% Site analysis 20 days Tue 1/14/20 Mon 2/10/20

76 0% Evaluation of potential impacts based on each option 40 days Tue 2/11/20 Mon 4/6/20

77 0% Conceptual site and building plans 20 days Tue 1/14/20 Mon 2/10/20

78 0% Structural systems outline 20 days Tue 2/11/20 Mon 3/9/20

79 0% Utility analysis 20 days Tue 2/11/20 Mon 3/9/20

80 0% Narrative on major building systems 20 days Tue 2/11/20 Mon 3/9/20

81 0% Permitting requirements 20 days Tue 2/11/20 Mon 3/9/20

82 0% Proposed project design and construction schedule

including phasing logic

20 days Tue 2/11/20 Mon 3/9/20

83 0% Construction cost estimate (uniformat II-level 2) on short

list of options

15 days Tue 2/11/20 Mon 3/2/20

84 0% Summary of preliminary design pricing (MSBA format) 2 days Tue 4/7/20 Wed 4/8/20

85 0% BC selects and recommends preferred option to School

Committee

1 day Tue 4/21/20 Tue 4/21/20

86 0% School Committee approves preferred option 1 day Wed 4/22/20 Wed 4/22/20

87 0% Preferred Solution 97 days Tue 2/11/20 Wed 6/24/20

88 0% Updated educational program - address MSBA PDP comments5 days Thu 4/23/20 Wed 4/29/20

89 0% Summary of key components of the Districts Ed. Program 5 days Tue 3/24/20 Mon 3/30/20

90 0% Updated space summary 5 days Tue 3/24/20 Mon 3/30/20

91 0% Updated space summary - describe variations from

initial, MSBA review of PDP.

5 days Tue 3/31/20 Mon 4/6/20

92 0% Sustainability acknowledgment letter 1 day Tue 3/24/20 Tue 3/24/20

93 0% Building Plans 30 days Tue 2/11/20 Mon 3/23/20

94 0% Site Plans 25 days Tue 2/11/20 Mon 3/16/20

95 0% Estimate preferred solution construction cost 15 days Tue 3/24/20 Mon 4/13/20

96 0% Estimated total project cost 5 days Tue 4/14/20 Mon 4/20/20

97 0% List of other municipal projects planned or in progress 1 day Tue 4/14/20 Tue 4/14/20

98 0% Town not-to-exceed total project budget 1 day Tue 4/14/20 Tue 4/14/20

99 0% Description of local process for authorization and funding 5 days Tue 4/14/20 Mon 4/20/20

Procure OPM (MOD 2)

Procure Architect (MOD 2)

Develop schedule/work plan

GDRSD BC approves work plan

MSBA/District kick off meeting - November 22nd

FEASIBILITY STUDY (MOD 3)

Educational Programming

Ed. Visioning kick off meeting Ed. Visioning kick off meeting

Community Engagement / Listening Meeting (Visioning Workshop 1)

Educational Working Group (EWG) Meeting 1

Designer/District

EDUCATIONAL PLAN; Ed plan statement of teaching philosophy, methods and goals. Page 6.

Initial space summary ("ISS") - 645 students

ISS explanation for variances between Ed program and MSBA guild lines. Page 7.

BC recommends ISS and Educational Program for School Committee approval

School Committee approves ISS and Educational Program

District

Introduction Deliverables - PDP

Existing conditions summary

Capital budget statement (narrative)

Project directory

Updated project schedule

Evaluation of existing conditions

Legal title/development restrictions/determine historic concerns (local + MHC)

Code review/building systems analysis

Determine need for geotechnical + geoenvironmental explorations; TBD

Hazardous material survey/analysis

Phase 1 - ESA (project sites tbd)

Preliminary Evaluation of Alternatives (include analysis of district assignment practices and available space; tuition agreements with adjacent school districts; rental/acquisition of existing buildings that could be utilized for school operations. Pg 9.Preliminary Evaluation of Alternatives (include analysis of district assignment practices and available space; tuition agreements with adjacent school districts; rental/acquisition of existing buildings that could be utilized for school operations. Pg 9.

Provide data utilized to determine PDP "short list" of options. Page 10.

Designer presents "test fits" for options

Comparative cost analysis on all options

BC considers/recommends Preliminary Design Program options (short list)

School Committee approved Preliminary Design Program options (short list)

Obtain approvals from the School Building Committee and School Committee to submit the PDP to the MSBA

Compile local actions and approval certification

** Submit PDP to the MSBA **

MSBA PDP review

Receive MSBA PDP comments

District returns responses to MSBD PDP comments

Preferred Schematic Report (PSR) Development of short list options

Updated summary on activities to date

Updated project schedule

Summary of existing conditions and alternatives

Summary of Districts preferred solution

Provide copy of MSBA prelim. PDP review and corresponding District response.

Evaluation of Alternatives (short list)

Site analysis

Evaluation of potential impacts based on each option

Conceptual site and building plans

Structural systems outline

Utility analysis

Narrative on major building systems

Permitting requirements

Proposed project design and construction schedule including phasing logic

Construction cost estimate (uniformat II-level 2) on short list of options

Summary of preliminary design pricing (MSBA format)

BC selects and recommends preferred option to School Committee

School Committee approves preferred option

Preferred Solution

Updated educational program - address MSBA PDP comments

Summary of key components of the Districts Ed. Program

Updated space summary

Updated space summary - describe variations from initial, MSBA review of PDP.

Sustainability acknowledgment letter

Building Plans

Site Plans

Estimate preferred solution construction cost

Estimated total project cost

List of other municipal projects planned or in progress

Town not-to-exceed total project budget

Description of local process for authorization and funding

7/1 8/12 9/23 11/4 12/16 1/27 3/10 4/21 6/2 7/14 8/25 10/6 11/17 12/29 2/9 3/22 5/3 6/14 7/26 9/6 10/18 11/29 1/10 2/21 4/4 5/16 6/27 8/8 9/19 10/31 12/12 1/23 3/6 4/17 5/29 7/10 8/21 10/2 11/13 12/25 2/5 3/19 4/30 6/11 7/23 9/3 10/15 11/26

July 1 October 1 January 1 April 1 July 1 October 1 January 1 April 1 July 1 October 1 January 1 April 1 July 1 October 1 January 1 April 1 July 1 October 1 January 1 April 1 July 1 October 1


FEASIBILITY-SCHEMATIC SCHEDULE

Sat 1/4/20

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FLORENCE ROCHE ELEMENTARY SCHOOL FEASIBILITY STUDY … · 2020-01-16 · FEASIBILITY STUDY...

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