Preliminary Design Program

Ernest F. Upham

Elementary School

35 Wynnewood Road, Wellesley, MA

December 18, 2019

SMMA No. 19106.00

Symmes Maini & McKeeAssociates

Table of Contents

1. INTRODUCTION

1.1 Statement of Interest Summary

1.2 Invitation to Feasibility Study

1.3 Design Enrollment

1.4 Capital Budget Statement District

1.5 Project Directory

1.6 Project Schedule

1.7 Section Appendices

2. EDUCATIONAL PROGRAM

Table of Contents within Section

3. INITIAL SPACE SUMMARY

3.1 Summary

3.2 Narrative Description of the Variances Between the Districts Proposed

Program and the MSBA Guidelines

3.3 Scaled Floor Plans of the Existing Facility

3.4 Section Appendices

4a. EVALUATION OF EXISTING CONDITIONS

Ernest F. Upham

4a.1 Determination of Property Title

4a.2 Determination of Historic Regulations

4a.3 Existing Building Conditions

4a.4 Existing Structural System

4a.5 Existing Fire Protection Systems

4a.6 Existing Plumbing Systems

PRELIMINARY DESIGN

PROGRAM

Ernest F. Upham

Elementary School

35 Wynnewood Rd, Wellesley, MA

SMMA

1000 Massachusetts Avenue

Cambridge, MA 02138

www.smma.com

of Design Narrative

4a.7 Existing Mechanical Systems

4a.8 Existing Electrical Systems

4a.9 Existing Technology Systems

4a.10 Existing Video Surveillance, Access Control and Intrusion Detection

Systems

4a.11 Existing Public Address (PA0 System and Clock System

4a.12 Existing Audiovisual Systems and Teaching/Learning Tools

4a.13 Existing Food Service Conditions

4a.14 Preliminary Hazardous Materials Report (Electronic Submission Only)

4a.15 Section Appendices

4b. EVALUATION OF EXISTING CONDITIONS

John D. Hardy

4b.1 Determination of Property Title

4b.2 Determination of Historic Regulations

4b.3 Existing Building Conditions

4b.4 Existing Structural System

4b.5 Existing Fire Protection Systems

4b.6 Existing Plumbing Systems

4b.7 Existing Mechanical Systems

4b.8 Existing Electrical Systems

4a.9 Existing Technology Systems

4a.10 Existing Video Surveillance, Access Control and Intrusion Detection

Systems

4a.11 Existing Public Address (PA0 System and Clock System

4a.12 Existing Audiovisual Systems and Teaching/Learning Tools

4b.13 Existing Food Service Conditions

4b.14 Preliminary Hazardous Materials Report (Electronic Submission Only)

4b.15 Section Appendices

of Design Narrative

5a. SITE DEVELOPMENT REQUIREMENTS

Earnest F. Upham

5a.1 Summary

5a.2 Site Existing Conditions and Development Requirements

5a.3 Site Development Requirements

5a.4 Site Investigation

5a.4a Preliminary Topographical Report

5a.4b Preliminary Geotechnical Report

5a.4c Preliminary Geo-Environmental Report

(Electronic Submission Only)

5a.4d Preliminary Traffic Report

5a.5 Section Appendices

5b. SITE DEVELOPMENT REQUIREMENTS

John D. Hardy

5b.1 Summary

5b.2 Site Existing Conditions and Development Requirements

5b.3 Site Development Requirements

5b.4 Site Investigation

5b.4a Preliminary Topographical Report

5b.4b Preliminary Geotechnical Report

5b.4c Preliminary Geo-Environmental Report

(Electronic Submission Only)

5b.4d Preliminary Traffic Report

5b.5 Section Appendices

of Design Narrative

6 PRELIMINARY EVALUATION OF ALTERNATIVES

6.1 School Assignment Practices and Available Space

6.2 Tuition Agreements with Adjacent School Districts

6.3 Renting, Acquisition of Existing Buildings for School Use

6.4 Available Sites Analysis

6.5 Construction Alternates including Cost Estimate & Schedules

• Code Upgrade Options

i. Base repair of Upham

(Seven schools; K-5, 240 student enrollment)

• Renovations and/or Additions to Existing Buildings

i. Add/Reno of Upham

(Seven schools; K-5, 240 student enrollment)

ii. Add/Reno of Upham

(Six schools with equalized enrollments; K-5, 365

student enrollment)

iii. Add/Reno of Hardy

(Six schools with equalized enrollments; K-5, 365

student enrollment)

• New Building Construction and evaluation of potential locations

i. New Construction on Upham site

(Seven schools; K-5, 240 student enrollment)

ii. New Construction on Upham site

(Six schools with equalized enrollments; K-5, 365

student enrollment)

iii. New Construction on Hardy site

(Six schools with equalized enrollments; K-5, 365

student enrollment)

• Overall Conclusions

6.6 Section Appendices

of Design Narrative

7 LOCAL ACTIONS AND APPROVAL CERTIFICATION

7.1 Local Action and Approval Certification

7.2 Certified Meeting Minutes (Electronic Submission Only)

7.3 Meeting Agendas

7.4 Section Appendices

8 APPENDICES

8.1 Statement of Interest

8.2 Programming Meeting Minutes

8.3 Visioning Session Notes

2 3 41

Introduction

Acknowledgements

Preliminary Design Program | p. 1

Acknowledgements

Anthony Proia, Project Manager

Jennifer Flynn, Project Coordinator

Sharon Gray, (Chair), School Committee Ryan Hutchins, Community/Construction

Thomas Ulfelder (Vice Chair),

Board of Selectmen

Meghan Jop, Executive Director

Virginia Ferko, Community/Town

Government

Matt King, Permanent Building Committee

Marjorie Freiman, Board of Selectmen David Lussier, Superintendent of Schools

Steve Gagosian, FMD Designee Melissa Martin, School Committee

Mary Gard, Advisory Committee Heather Sawitsky, Community/Town Government

Joubin Hassanein,

Community/Construction

Jose Arias Soliva, Community/Architecture

Charlene Cook, Hardy Principal Cynthia Mahr, Asst. Superintendent of Schools

Jeffery Dees, Upham Principal

David Lussier, Superintendent of Schools

Ellen Quirk, Hunnewell Principal

Compass Project Management

2 3 41

Introduction

Design Team

Preliminary Design Program | p. 1

Design Team

Project Manager Architecture Educational

Programming Consultant

Civil Engineering /

Environmental Permitting

SMMA SMMA New Vista Design SMMA

Landscape Architecture Structural Engineering Fire Protection /

Plumbing Engineering

Hazardous Materials

SMMA Steere Engineering Inc SMMA Nobis, Inc.

Electrical Engineering /

Lighting Consultant

Data / Communications Geotechnical

Engineering

Geo-environmental

Engineering

SMMA ART Engineering Nobis, Inc. Nobis, Inc.

Cost Estimating Kitchen/Food Service

Consultant

Acoustical Consultant Library/Media Consultant

A.M. Fogarty Lisa May Acentech, Inc. SMMA

Technology / Audio

Visual Consultant

Theatrical Consultant Sustainable / Design Code Consultant

Acentech, Inc. Lorelli Associates SMMA Building, Fire & Access,

Inc.

Site Survey Furniture, Fixtures, &

Equipment Consultant

Traffic Consultant Security Consultant

Nitsch Engineering Stefura Associates BETA Good Harbor Techmark

2 3 41

Introduction

Introduction

Preliminary Design Program 1 | p. 1

1 Introduction

1.1 Statement of Interest Summary

The Ernest F. Upham School is a public elementary school located at 35 Wynnewood Road in Wellesley

Massachusetts and currently supports grades K-5 with a current enrollment of approximately 225 students. This

brick masonry school building was constructed in 1957 with an addition in 1967 and modular classrooms added

in 1993. It is the vision of the District to replace three of their aging elementary schools with two new elementary

schools of equal enrollment with the remaining four elementary schools in the District. One of those two 365-

student schools, the Hunnewell Elementary School, is underway as a fully Town-funded separate project. The

Ernest F. Upham Elementary School project, through this Feasibility Study intends to serve as the second 365-

student school located at either the existing school site or the Hardy Elementary School site.

In April 2017, Wellesley Public Schools submitted a Statement of Interest (SOI) to the Massachusetts School

Building Authority (MSBA) for the Ernest F. Upham school. Some of the major physical and educational

constraints are described here:

The Ernest F. Upham site measures approximately twelve (12) acres. There is a softball field and a relatively new

playground but the remainder of the site is rocky and wooded. The site is bordered by residential properties on

all four sides. Site access and bus queuing are very poor, parking and queuing overflow into the neighborhood

on a regular basis. The administrative suite has no visual control over arrival, dismissal or recess areas. The

exterior enclosure is minimally insulated and failing due to water intrusion. Minimal roof insulation is present.

Classrooms are heated and ventilated through unit ventilators; plumbing fixtures are antiquated. Panels, feeders

and branch wiring are older than 30 years and need replacement. The toilets and drinking fountains in the

building are minimally accessible. The finishes, though well maintained, are beyond their useful life. The SKILLS

program has grown over the years and necessitated the conversion of academic spaces to support the program.

Because every space is currently fully utilized at Upham, there are no spaces to offer additional supplementary

programs and support programs for students. The multi-purpose room is currently used as a gymnasium,

cafetorium and for OT/PT.

As part of the feasibility study, the District has an agreement with the MSBA to consider the following grade

configurations:

• 240 students – for grades K-5 (one of seven elementary schools)

• 365 students – for grades K-5 (one of six elementary schools)

The complete Statement of Interest is Included in Appendix 8.1.

1.2 Invitation to Feasibility Study

At the October 31, 2018 Board of Directors meeting, the MSBA board voted to issue an invitation to the Town of

Wellesley to partner with the MSBA in conducting a feasibility study for the Ernest F. Upham Elementary School

to identify and study possible solutions and, through a collaborative process with the MSBA, reach a mutually-

agreed upon solution.

The Invitation is included in Appendix 1.7.

2 3 41

Introduction

1 | p. 2 Ernest F. Upham Elementary

1.3 Design Enrollment

As a result of a collaborative analysis of enrollment projections with the MSBA and space capacity needs for the

District’s K-12 enrollment, Wellesley Public Schools, on September 14, 2018 agreed that the design alternatives,

which may be evaluated as part of the feasibility study for the Ernest F. Upham Schools, shall be based on the

following design enrollment: 240 students for Grades K – 5 as one of seven grade K-5 schools, and 365

students as one of six grade K-5 schools with equalized enrollments.

The design enrollment letter is included in Appendix 1.7. The Design Enrollment Certification form will be

completed during the Preferred Schematic Report (PSR) phase and will be included in that submission.

1.4 Capital Budget Statement

The Upham Elementary School project feasibility phase is studying two design enrollments with different sized

buildings. Based on early budgeting, the project cost for the Upham Elementary School project could range

from $53 to $65 million exclusive of MSBA reimbursement. The Town of Wellesley maintains a healthy balance

sheet and its current debt loads are well within recommended levels. Currently, the Town has a Moody’s rating

of AAA. As financing for this project is based upon a successful debt override, the Town Treasurer is confident

that it can acquire bonded financing in excess of $65 million if it is approved by the citizens of Wellesley. The

Town’s 10-year capital plan has the following major capital building projects included, which total to

$129,946,500:

Other Town major project.

Middle School: Building Systems Replacement $ 12,981,000

Main Library: Renovation $ 4,090,000

Hunnewell School: New School $ 61,000,000

Town Hall: Renovation $ 20,041,000

Town Hall Annex: New Building $ 11,873,500

School Roof Replacements $ 6,984,000

DPW: Renovation Projects $ 12,977,000

The Capital Budget Statement is included in Appendix 1.7.

1.5 Project Directory

The project directory with contact information of the project’s key stakeholders is included in Appendix 1.7

2 3 41

Introduction

Introduction

Preliminary Design Program 1 | p. 3

1.6 Project Schedule

The project schedule anticipates MSBA Board of Director’s approval to proceed into Schematic Design at their

June 24, 2020 meeting and MSBA Board of Director’s approval of the Project Scope and Budget Agreement at

their February 10, 2021 meeting.

The Town of Wellesley approval and appropriation voting will occur in the month of March/April 2021. The

project schedule is included in Section 1.7, it will continue to be updated as the alternatives are evaluated, and a

preferred alternative is selected specifically with respect to the Schematic Design submission, design and

construction phase durations.

1.7 Section Appendices

PROJECTS OVER $1M INCLUDED IN 10-YEAR CAPITAL PLAN: SCHOOLS

PROJECT YEAR AMOUNT

MS: Building Systems FY21 $12,981,000

Hunnewell School FY22 $61,000,000

Hardy/Upham School FY22 $62,152,000

MS: Site Paving FY23 $2,000,000

Sprague & Bates Roofing FY25 $2,784,000

Sprague & Bates Paving FY26 $668,000

MS: Roofing Replacement FY26 $4,200,000

New Preschool FY27/28 $20,700,000

AC: MS, Schofield, Bates & Fiske FY26 (placeholder) $13,040,000

Total = $179,525,000

November 4th FMD Presentation

PROJECTS OVER $1M INCLUDED IN 10-YEAR CAPITAL PLAN: MUNICIPAL

PROJECT YEAR AMOUNT

Main Library: Renovation & Roof FY21 $4,090,000

Town Hall: “Annex” Building FY21/22 $11,873,500

Town Hall: Interior Restoration FY22/24 $20,041,000

DPW Renovations FY23/24 $12,977,000

New MOPO Bathhouse FY25 $1,000,000

Warren: HVAC System Replacement FY27 $1,352,000

Total = $51,333,500

November 4th FMD Presentation

Wellesley Hardy/Uphaml Elementary School ProjectProject Directory

Updated 12/02/19 DRAFT

Name Title Phone Fax Cell or Alt # Email

Client

Town of Wellesley Main #

Town Hall FMD office

525 Washington Street 888 Worcester Street

Wellesley, MA 02482 Wellesley, MA 02482

Meghan Jop Executive Director (781) 431-1019 ext. 2200 mjop@wellesleyma.gov

Marjorie Freiman BOS Chair (781) 237-6821 mfreiman@wellesleyma.gov

Thomas Ulfelder BOS Vice Chair (617) 875-2222 tulfelder@wellesleyma.gov

Jack Morgan BOS Secretary jmorgan@wellesleyma.gov

Lisa Olney BOS Secretary lolney@wellesleyma.gov

Beth Sullivan Woods BOS Member bsullivanwoods@wellesleyma.gov

Joe McDonough FMD Director of Facilities (781) 489-4254 (781) 489-4266 jmcdonough@wellesleyma.gov

Kevin Kennedy FMD Project Manager (781) 489-4290 (781) 489-4266 kkennedy@wellesleyma.gov

Dick Elliott FMD Project Manager (781) 489-4260 (781) 489-4266 delliott@wellesleyma.gov

Allen Hebert FMD Operations Manager (Energy Manager) (781) 489-4258 (781) 489-4266 ahebert@wellesleyma.gov

Abbie LaFrancesca FMD Projects Assistant (781) 489-4291 (781) 489-4266 alafrancesca@wellesleyma.gov

Stephanie Hawkinson Town Communications (781) 431-1019 ext. 2207 shawkinson@wellesleyma.gov

Michael T. Grant Inspector of Buildings/Commissioner (781) 431-1019 ext. 2221 (781) 283-5724 mgrant@wellesleyma.gov

Michael Sweeney Electrical & Wiring Inspector (781) 431-1019 ext. 2222

Position Currently Vacant Plumbing Inspector (781) 431-1019 ext. 2224

Julie Meyer Wetlands Administrator (781) 431-1019 ext. 2292 jmeyer@wellesleyma.gov

Brandon Schmitt Natrual Resources Commission Director (781) 431-1019 ext. 2294 nrc@wellesleyma.gov

Cricket Vlass Tree Warden (DPW) (781) 235-7600 ext. 3335 cvlass@wellesleyma.gov

Leonard Izzo Board of Health Director (781) 235-0135 (781) 235-4685 lizzo@wellesleyma.gov

David Cohen DPW Director/Chief of Operations (781) 235-7600 ext. 3300 dcohen@wellesleyma.gov

William Shaughnessy Water and Water Superintendent (781) 235-7600 ext. 3355 dpw@wellesleyma.gov

David Hickey Town Engineer (781) 235-7600 ext. 3315 dhickey@wellesleyma.gov

Doug Stewart Assit. Town Engineer (781) 235-7600 ext.

Sheryl Strother Finance Director 781-431-1019 ext. 2214 (781) 239-1043 sstrother@wellesleyma.gov

Jack Pilecki Police Chief 781-235-0062 (781) 235-3830 jpilecki@wellesleyma.gov

Richard DeLorie Fire Chief 781-235-1300 (781) 237-3161 rdelorie@wellesleyma.gov

Rachel Lopes Assistant Finance Director (781) 431-1019 ext 2211 rlopes@wellesleyma.gov

Meghan Bond FMD Administrator (781) 489-4263 mbond@wellesleyma.gov

School Building Committee (includes members of the Permanent Building Committee, reps from the School Committee, BOS, FinCom, School officals,and community members.

Sharon Gray SBC Chair - SC rep. -Voting (781) 237-2502 (813) 992-5896 grays@wellesleyps.org

Thomas Ulfelder Vice Chair- BOS rep -Voting (617) 875-2222 tulfelder@wellesleyma.gov

Joubin Hassanein Community Rep-Voting (617) 594-4402 joubinwellesleyma@gmail.com

Ryan Hutchins Community Rep-Voting (617) 594-1082 rhutchins@gilbaneco.com

Meghan Jop Executive Director - Voting (781) 431-1019, ext. 2205 mjop@wellesleyma.gov

Melissa Martin SC-Voting 617-461-4103 martinm@wellesleyps.org

David Lussier Superintendent-Non Voting (781) 446-6200 lussierd@wellesleyps.org

Heather Sawitsky Community Rep-Voting (781) 235-2113 hsawitsky@gmail.com

Jose Arias Soliva Community Rep-Voting (617) 548-5077 jsoliva@wellesleyma.gov

Virginia Ferko Community Rep-Voting (339) 225-1243 VirginiaLeeFerko@gmail.com

Marjorie Freiman, BOS BOS-Voting (781) 237-6821 mfreiman@wellesleyma.gov

Steve Gagosian FMD-Voting (781) 489-4256 sgagosian@wellesleyma.gov

Mary Gard Advisory rep. - Voting mgard@wellesleyma.gov

Charlene Cook Hardy Principal-Non Voting (781) 446-6270 cookch@wellesleyps.org

Jeffery Dees Upham Principal-Non Voting (781) 446-6285 deesj@wellesleyps.org

Cynthia Mahr Asst. Supt. (Operations)-Non Voting (781) 446-6200, ext. 5611 mahrc@wellesleyps.org

Ellen Quirk Hunnewell Principal-Non Voting (781) 446-6275 quirke@wellesleyps.org

Matt King Community Rep- Voting vettelone23@yahoo.com

Pemanent Building Committee

David Grissino Permanent Building Committee- Chair dgrissino@wellesleyma.gov

Mathew King Permanent Building Committee- Vice Chair vettelone23@yahoo.com

Thomas Goemaat Permanent Building Committee tgoemaat@wellesleyma.gov

Suzanne Littlefield Permanent Building Committee slittlefield@wellesleyma.gov

Michael Tauer Permanent Building Committee mtrauer@wellesleyma.gov

School Committee

Melissa Martin SC Chair martinm@wellesleyps.org

Linda Chow SC Vice Chair chowl@wellesleyps.org

Matt Kelley SC Secretary (508) 789-1259 kelleym@wellesleyps.org

Sharon Gray SC Member (781) 237-2502 (813) 992-5896 grays@wellesleyps.org

Jim Roberti SC Member robertij@wellesleyps.org

Other Project Contacts

Fred Bunger Sustainability Energy Cmt Liaison sec@wellesleyma.gov

Marybeth Martello Sustainable Energy Cmt staff mmartello@wellesleyma.gov

Joshua Dorin Historical Commission liaison joshuadorin@gmail.com

Grant Brown Historical Commission chair grantbrown@carehospice.com

Ann-Mara Lanza Library Trustees liaison ann-mara@comcast.net

Marla Robinson Library Trustees chair marlarobinson@comcast.net

Jamie Jurgensen Library Director (781) 235-1610 x1129 jjurgensen@wellesleyma.gov

Tom Goemaat Permanent Bldg Committee tgoemaat@wellesleyma.gov

1 of 2

Wellesley Hardy/Uphaml Elementary School ProjectProject Directory

Updated 12/02/19 DRAFT

Name Title Phone Fax Cell or Alt # Email

Owner's Project Manager

COMPASS Project Management, Inc. Main # 508-589-5061

One Edgewater Drive, Suite 204

Norwood, MA 02062

Tim Bonfatti Project Director - Principal 508-359-6111 508-589-6171 617-590-7765 tbonfatti@compasspminc.com

Jeff D'Amico Senior Project Manager 508-359-6163 508-589-6171 617-943-4943 jdamico@compasspminc.com

Dylan McIntosh Assistant Project Manager 617-480-5492 dmcintosh@compasspminc.com

Mia Ayers Construction Site Manager 508-589-5061 781-956-3453 mayers@compasspminc.com

Mary Kuppens Accounting & IT Manager 617-943-1527 508-589-6171 mekuppens@compasspminc.com

Kim Lipsy Administrator & Website Manager 508-359-6033 508-589-6171 klipsy@compasspminc.com

Cost Estimator (CPM Consultant)

PM & C Main # 781-740-8007

20 Downer Avenue, Suite 1C

Hingham, MA 02043

Peter Bradley Principal 781-740-8007 781-7401012 508-274-0394 peterbradley@pmc-ma.com

Colin Dutton Cost Estimator, Project Manager 781-740-8007 781-740-1012 508-274-0394 colindutton@pmc-ma.com

Approval Authority MSBA

Massachusetts School Building Authority Main # 617-720-4466

40 Broad Street, Suite 500

Boston, MA 02109

Anthony Proia Project Manager 617-960-3059 Anthony.Proia@massschoolbuildings.org

Jennifer Flynn Project Coordinator 617-720-4466 617-720-5260 Jennifer.Flynn@massschoolbuildings.org

Architects and Engineers

Symmes Maini & McKee Associates 617.547.5400 800.648.4920

1000 Massachusetts Avenue

Cambridge, MA 02138

Alex Pitkin Principal-in-Charge 617-520-9220 617-233-5768 apitkin@smma.com

Kristen Olsen Project Manager / Project Architect 617-520-9242 857-999-5274 kolsen@smma.com

Anne Fontaine Architect 617-520-9481 afontaine@smma.com

Philip Poinelli Educational Programming 617-520-9219 617-721-0609 ppoinelli@smma.com

Anthony Iacovino Architect/ Accessibility 617-520-9434 617-417-9939 aiacovino@smma.com

Erin Prestileo Civil Engineer 617-520-9214 eprestileo@smma.com

Andrew Oldeman HVAC Engineer 617-520-9282 ext. 282 aoldeman@smma.com

Rafael Gurevich Electrical/Lighting Engineer 617-520-9250 rgurevich@smma.com

Paul Elliott Plumbing Engineer 401-519-0657 pelliott@smma.com

Peter Lukacic Landscape Architect 617-575-0314 plukacic@smma.com

Martine Dion Sustainable Design / Energy Model 617-520-9461 mdion@smma.com

Paul Elliott Fire Protection/ Plumbing Engineering 401-519-0657 pelliott@smma.com

Kristin Norwood Specifications Consultant 617-575-0317 knorwood@smma.com

Jenifer Badershall Interior Design 617-520-9322 jbadershall@smma.com

Designer Consultants

Educational Visioning

New Vista Design

David Stephen President 617.733.0847 david@newvistadesign.net

Sustainability

Maclay Architects

Bill Maclay President (802) 496-4004 wmap@maclayarchitects.com

Haz Mat Consultant

Nobis Inc. (MBE)

Jeffery Brunelle 888-293-4888 info@nobis.us

Kitchen Consultant

Food Service Design LLC (WBE)

Lisa May, FCSI (781) 826-5522 LMAYDESIGN@COMCAST.NET

Traffic Engineers

Beta Group Inc.

Kien Ho, PE (781) 255-1982

Geotechnical Engineers

Nobis Inc. (MBE)

Michael Ciance 978-683-0891

GeoEnvironmental Consultant

ADS Environmental Eng

Andrea Stiller

Data/Communications/Security Consultant

ART Engineering

Azim Rawji 508-797-0333

Acoustical Consulatnt/ Technology

Acentech Inc

Brian Masiello

Ioana Pieleanu 617-499-8069 ipieleanu@acentech.com

Survey

Nitsch Engineering

Mark Violette 617-338-0063

Code Consultant

Building Fire & Access Inc

Robert Carasitti

FF&E

Stefura Associates

Lianne Vivilecchia 617-723-5164

Structural Engineering

Steere Engineering

2 of 2

ID Task Name Duration Start Finish Predecessors Successors

1 OPM / Designer Selection 157 days Mon 1/21/19 Tue 8/27/191516 Preliminary Design Program - Options Development 132 days Wed 7/24/19 Thu 1/23/2017 Develop Work Plan 10 days Wed 7/24/19 Tue 8/6/19 1218 Develop Existing Conditions Analysis 40 days Fri 7/26/19 Thu 9/19/1919 Designer Subconsultants on Board 20 days Fri 7/26/19 Thu 8/22/19 13 35,20,23,22,24,21,2520 Hazmat Survey of Hardy, Upham 20 days Fri 8/23/19 Thu 9/19/19 19 3521 Wetlands Delineation 15 days Fri 8/23/19 Thu 9/12/19 19 3522 Survey Topo & Utilities of Hardy, Upham 20 days Fri 8/23/19 Thu 9/19/19 19 3523 Designer Team Survey of Hardy, Upham 15 days Fri 8/23/19 Thu 9/12/19 19,13FS+5 days 3524 Geotechnical Investigation of Hardy, Upham 20 days Fri 8/23/19 Thu 9/19/19 19,13FS+5 days 3525 Develop Full List of Possible Options 54 days Fri 8/23/19 Wed 11/6/19 19 30,31FS+10 days26 Draft Education Plan 40 days Wed 8/14/19 Tue 10/8/19 14FS-10 days 27FS-11 days,34,29FS27 MSBA Educational Space Template 20 days Tue 9/24/19 Mon 10/21/19 13,26FS-11 days28 Ed Plan visioning -Week of October 1, 2019 1 day Thu 10/3/19 Thu 10/3/19 26FS-16 days29 1st Community Forum - Review Process,

schedule -Week October 14, 20191 day Tue 10/15/19 Tue 10/15/19 26FS+20 days

30 SBC Review Options 1 day Thu 11/7/19 Thu 11/7/19 25 3631 SBC Approval of Options 1 day Thu 11/21/19 Thu 11/21/19 25FS+10 days3233 Preliminary Design Program - Finalize Report 90 days Fri 9/20/19 Thu 1/23/2034 Finalize Educational Program and Template 13 days Wed 10/9/19 Fri 10/25/19 26 37FS+1 day35 Geotechnical Report, Survey & Utility Plans,

Phase 1 Site Assessment20 days Fri 9/20/19 Thu 10/17/19 20,19,23,22,24,21 36FS+5 days

36 Finalize Design Options Shortlist 19 days Fri 11/8/19 Wed 12/4/19 35FS+5 days,30 3837 WSC Approve Ed Plan 11 days Tue 10/29/19 Tue 11/12/19 34FS+1 day38 SBC Approve Submission of PDP 1 day Thu 12/5/19 Thu 12/5/19 36 39FS+8 days39 Submit Preliminary Design Plan (PDP) to MSBA 1 dayWed 12/18/19Wed 12/18/19 38FS+8 days 40FS+1 day,45,42FS+40 MSBA review of PDP 15 days Fri 12/20/19 Thu 1/9/20 39FS+1 day 4141 District Response to MSBA Review 10 days Fri 1/10/20 Thu 1/23/20 4042 2nd Community Forum - Review test fits

-Week of January 20, 20201 day Wed 1/22/20 Wed 1/22/20 39FS+103 days

4344 Preferred Schematic Report 135 days Thu 12/19/19 Wed 6/24/2045 Further Define / Analyze Shortlist Options 45 days Thu 12/19/19 Wed 2/19/20 39 47,49,50,48,46FS+15 da46 3rd Community Forum - Short list of Options -

Week March 20205 days Thu 3/12/20 Wed 3/18/20 45FS+15 days

47 Detailed Cost Estimate 15 days Thu 2/20/20 Wed 3/11/20 45 51,52FS+5 days48 District Operational/ Capital Budget Impacts 10 days Thu 2/20/20 Wed 3/4/20 4549 Permitting Plan 10 days Thu 2/20/20 Wed 3/4/20 4550 MA - CHPS Scorecard 10 days Thu 2/20/20 Wed 3/4/20 4551 Cash Flow - Schedule 1 day Thu 3/12/20 Thu 3/12/20 4752 School Committee / SBC Meeting Decision to

Recommend Preferred Schematic6 days Thu 3/19/20 Thu 3/26/20 47FS+5 days 53FS+1

day,54FS+16 days53 Project Update at Annual Town Meeting 10 days Mon 3/30/20 Fri 4/10/20 52FS+1 day,4554 School Committee / SBC / BOS Meeting Final

Approval Preferred Schematic5 days Mon 4/20/20 Fri 4/24/20 52FS+16 days 55FS+7 days

55 Submit Preferred Schematic Report to MSBA 1 day Wed 5/6/20 Wed 5/6/20 54FS+7 days 56FS+9 days,62FS+256 MSBA Facilities Assessment Subcommittee Meeting 1 day Wed 5/20/20 Wed 5/20/20 55FS+9 days 57FS+24 days,60FS+557 MSBA Board Approval 1 day Wed 6/24/20 Wed 6/24/20 56FS+24 days 61FS+15 days5859 Schematic Design - Preferred Solution 185 days Thu 5/28/20 Wed 2/10/2160 Prepare Final Design Program 22 days Thu 5/28/20 Fri 6/26/20 56FS+5 days61 File MHC PNF 23 days Thu 7/16/20 Mon 8/17/20 57FS+15 days62 Schematic Design - Pricing Set 106 days Thu 6/11/20 Thu 11/5/20 55FS+25 days 66,6363 Cost Estimates and Review Design 15 days Fri 11/6/20 Thu 11/26/20 62 6464 Design & Cost Refinement 2 days Fri 11/27/20 Mon 11/30/20 63 67,65FF65 Submit Email Confirmation of Budget and Schedule 1 day Mon 11/30/20 Mon 11/30/20 64FF66 Finalize SD - 100% 26 days Fri 11/6/20 Fri 12/11/20 62 67,68FS+5 days,94FS67 WPBC Approval SD and Budget 4 days Mon 12/14/20 Thu 12/17/20 66,6468 Submit Final SD report to MSBA 1 day Mon 12/21/20 Mon 12/21/20 66FS+5 days 69FS+15 days,72FS+69 MSBA Scope and Budget Mtg 1 day Tue 1/12/21 Tue 1/12/21 68FS+15 days 70,7570 MSBA Staff Review and Comments 5 days Wed 1/13/21 Tue 1/19/21 69 7171 District Incorporation of MSBA review 2 days Wed 1/20/21 Thu 1/21/21 7072 DESE Approval 1 day Tue 1/19/21 Tue 1/19/21 68FS+20 days73 MSBA Board Approval of Project Scope & Budget

Agreement1 day Wed 2/10/21 Wed 2/10/21 68FS+36 days 76FS+32 days

74 Town Approval Process 90 days Wed 1/13/21 Tue 5/18/21

8/22

11/711/21

3/26

4/24

5/65/20

6/24

12/211/12

1/192/10

Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Augd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarte

Task

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Summary

Project Summary

External Tasks

External Milestone

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

Progress

Deadline

Hardy/Upham Elementary SchoolWellesley, MAFeasibility Study Schedule

Preliminary Project Schedule12/10/19

DRAFT FOR DISCUSSION

Page 1

Project: Hardy Upham Project Schedule 191210 draft

ID Task Name Duration Start Finish Predecessors Successors

75 Public Forums and Information 51 days Wed 1/13/21 Wed 3/24/21 69 7676 Annual Town Meeting (place holder date) 10 days Mon 3/29/21 Fri 4/9/21 73FS+32 days,75 77FS+26 days77 Ballot Voting (place holder date) 1 day Tue 5/18/21 Tue 5/18/21 76FS+26 days 122FS-70 days,947879 Permitting and Regulatory Process 327 days Thu 6/17/21 Fri 9/16/2280 Town of Wellesley Approval Process 327 days Thu 6/17/21 Fri 9/16/2281 Planning Board Initial Review 1 day Thu 6/17/21 Thu 6/17/21 94FS+20 days82 Planning Board Meeting 1 1 day Thu 8/26/21 Thu 8/26/21 95 83FS+20 days83 Planning Board Meeting 2 1 day Fri 9/24/21 Fri 9/24/21 82FS+20 days84 PSI Approval - Planning Board 200 days Thu 9/2/21 Wed 6/8/22 95FS+5 days 131FS-40 days85 Conservation Commission Wetlands Approval 60 days Thu 8/26/21 Wed 11/17/21 9586 Water Service Approval - DPW 20 days Thu 1/6/22 Wed 2/2/22 10387 Sewage Disposal Approval - DPW & Board of Heal 20 days Thu 1/6/22 Wed 2/2/22 10388 Stormwater NPDES Permit 50 days Thu 5/19/22 Wed 7/27/22 13289 Site & Civil Permit 21 days Thu 5/19/22 Thu 6/16/22 13290 Building Permit 23 days Mon 6/13/22 Wed 7/13/22 11891 Town Execution of PFA Amendment 25 days Mon 8/15/22 Fri 9/16/22 133FS+25 days9293 Design Development 124 days Wed 5/19/21 Mon 11/8/2194 Commence Design Development 1 day Wed 5/19/21 Wed 5/19/21 66FS+20 days,77 95,81FS+20 days95 Design Development 70 days Thu 5/20/21 Wed 8/25/21 94 96,103FS+5 days,85,896 Cost Estimate and Review of DD 20 days Thu 8/26/21 Wed 9/22/21 95 9797 Submit DD to MSBA 5 days Thu 9/23/21 Wed 9/29/21 96 9898 MSBA Staff Review - DD Submission 15 days Thu 9/30/21 Wed 10/20/21 97 9999 District Incorporation of MSBA Review and Comment 10 days Thu 10/21/21 Wed 11/3/21 98 100100 WPBC Approval to Proceed 3 days Thu 11/4/21 Mon 11/8/21 99101102 Construction Documents 234 days Thu 9/2/21 Tue 7/26/22103 60% Construction Document Design 90 days Thu 9/2/21 Wed 1/5/22 95FS+5 days 104,86,87104 Cost Estimate and Review of 60% CD 20 days Thu 1/6/22 Wed 2/2/22 103 105,107105 WPBC Approval to Proceed 3 days Thu 2/3/22 Mon 2/7/22 104 111FS-10 days,106FS106 Prepare Ch 149 s 44M Life Cycle Analysis 10 days Tue 1/25/22 Mon 2/7/22 105FS-10 days107 60% CD Design Scope Adjustments 5 days Thu 2/3/22 Wed 2/9/22 104 108108 Submit 60% CD to MSBA 2 days Thu 2/10/22 Fri 2/11/22 107 109,131109 MSBA Review of 60% CD 15 days Mon 2/14/22 Fri 3/4/22 108 110110 District Incorporation of MSBA Review and Comment 10 days Mon 3/7/22 Fri 3/18/22 109111 90% Construction Document Design 40 days Tue 1/25/22 Mon 3/21/22 105FS-10 days 112,113112 Cost Estimate and Review of 90% CD 20 days Tue 3/22/22 Mon 4/18/22 111 114113 FMD & CPM Document Review 20 days Tue 3/22/22 Mon 4/18/22 111114 Submit 90% CD to MSBA 2 days Tue 4/19/22 Wed 4/20/22 112 115115 MSBA Review of 90% CD 15 days Thu 4/21/22 Wed 5/11/22 114 116116 District Incorporation of MSBA Review and Comment 10 days Thu 5/12/22 Wed 5/25/22 115 117117 WPBC Approval to Proceed 2 days Thu 5/26/22 Fri 5/27/22 116 118118 Issue Final Bid Packages 10 days Mon 5/30/22 Fri 6/10/22 117 119FS+30 days,133,90119 Submit 100% CD w/ Addenda to MSBA 2 days Mon 7/25/22 Tue 7/26/22 128,118FS+30 days120121 CM Procurement 110 days Wed 2/10/21 Tue 7/13/21122 Prepare Application to IG for CMR 10 days Wed 2/10/21 Tue 2/23/21 77FS-70 days 123123 IG Review an Approval of Application 40 days Wed 2/24/21 Tue 4/20/21 122 124124 RFQ for CMR 20 days Wed 4/21/21 Tue 5/18/21 123 125125 Review and Shortlist CM's 20 days Wed 5/19/21 Tue 6/15/21 124 126126 RFP for Shortlisted Firms 10 days Wed 6/16/21 Tue 6/29/21 125 127127 CM Proposals and Review 5 days Wed 6/30/21 Tue 7/6/21 126 128128 Interview and Select CM 5 days Wed 7/7/21 Tue 7/13/21 127 119,131129130 Bidding 62 days Thu 4/14/22 Fri 7/8/22131 Early Trade Package Bidding 20 days Thu 4/14/22 Wed 5/11/22 128,108,84FS-40 days132132 DRAFT GMP - Early Trade Packages 5 days Thu 5/12/22 Wed 5/18/22 131 136FS+30 days,88,89133 Filed Subcontractor Bidding 20 days Mon 6/13/22 Fri 7/8/22 118 91FS+25 days134135 Construction 505 days Thu 6/30/22 Wed 6/5/24136 Mobilize and Break Ground 1 day Thu 6/30/22 Thu 6/30/22 132FS+30 days 137137 Construction Phase 480 days Fri 7/1/22 Thu 5/2/24 136 138,139FS-17 days138 Substantial Completion 23 days Fri 5/3/24 Tue 6/4/24 137 140139 Install FFE & Tech Equipment 40 days Wed 4/10/24 Tue 6/4/24 137FS-17 days140 Move in Date (Building Available) 1 day Wed 6/5/24 Wed 6/5/24 138

Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Augd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 1st Quarter 2nd Quarter 3rd Quarte

Task

Split

Milestone

Summary

Project Summary

External Tasks

External Milestone

Inactive Task

Inactive Milestone

Inactive Summary

Manual Task

Duration-only

Manual Summary Rollup

Manual Summary

Start-only

Finish-only

Progress

Deadline

Hardy/Upham Elementary SchoolWellesley, MAFeasibility Study Schedule

Preliminary Project Schedule12/10/19

DRAFT FOR DISCUSSION

Page 2

Project: Hardy Upham Project Schedule 191210 draft