Transformative Learning Through Architecture The Beverly Middle School Flexible Learning Academy Flexible Classroom Studios FLEXIBLE ACADEMY Flexible Configurations Flexible Support Exhibits Cross Discipline Problem Solving Project Based Learning Learning Outside the Classroom
Educational Program How did we get to the 5-8? Strategic Planning Statement of Interest Feasibility Study
Educational Program Pressing Issues Growing Enrollments 2018/2019 1,361 students 5-8 based on students in the system 2019/2020 1,391 students 2020/2021 1,428 students Assumes no additional growth Choice and move-in numbers are growing
Educational Program 5-8 Middle School Research by School Committee and Administration Public Outreach
Educational Program Advantages Continuity of Instruction Smooth Transition from Elementary to High School Stronger Relationship with Parents Developmentally Appropriate More Opportunities for 5th Grade Cost Effective Solution to Elementary Over-crowding
Educational Program Guiding Principles Small School Academies 5/6 and 7/8 High Expectations Adaptability and Flexibility 21st Century Skills (Communication, Creativity, Collaboration, and Critical Thinking)
Educational Program Summation Creating an Environment for Students to Explore 21st Century Skills, STEM/STEAM, Global Education Increased Preparation for a Career Focus At BHS
Educational Innovation Display & Exhibit Exhibit Space for Student Work Flexible Project Studios Passive Learning Opportunities Student Socialization Blurring the Classroom
Educational Innovation STEM
Educational Program Benefits Bldg. Floor Plans Creation of Small Academic Neighborhoods Small School Learning Environments Distributed Leadership / Oversight Distributed Dining Branch Library within learning neighborhood Integration of STEAM Indoor/Outdoor Connections Neighborhood Branding
Educational Program Benefits Bldg. Floor Plans Creation of Project Based Labs (Maker/Builder Spaces) Library Media Center Auditorium Connection to Outdoor Learning Environment Gymnasium Connection to Playfields
Educational Program Benefits Bldg. Floor Plans Maker/Builder Space
Educational Program Benefits Bldg. Floor Plans Outdoor Learning Environment Educational Advantages: Outdoor dining area Outdoor amphitheater Exhibit and work areas Open green space Outdoor classroom space Outdoor science space Outdoor project space extension of maker/builder space Examples Science: (Raised planting beds, testing cars in physics projects, heat transfer, weather analysis, water features, engineering elements: pulleys, planes, etc.) Humanities: (Socratic Debate, drama, poetry, Greek myths) Arts: (3D installations, sculpture, etc.) Maintain a secure outdoor environment Defined pathway from drop off area to building entry Outdoor holding space for early arrivals and late departures Varying elevations of Educational Zones : more clearly defined areas Direct access from Cafeteria Maintain privacy from classroom neighborhoods Easy access from centralized circulation stairs for all grade levels Easy access for maintenance equipment / staff Greater potential for separate structured community use Indoor / Outdoor Connections and Learning Opportunities STAIR GYMNASIUM OUTDOOR DINING AMPHITHEATER EDUCATIONAL EXHIBIT / WORK AREAS GREEN SPACE STAIR VEHICULAR DROP-OFF AREA LIBRARY MEDIA SECURE FENCE/WALL
Educational Program Benefits Bldg. Floor Plans Site Plan Maintain separation of bus and vehicular drop-off areas Building organization more closely blends with natural topography of site (less cut and fill) Less glazing exposure on south façade Increased parking and efficiency of parking organization Outdoor Learning Space Southern exposure / greater sun exposure Closer proximity of gymnasium/lockers to outdoor playing fields Direct access from parking area to gymnasium and/or auditorium via a separate entry lobby More flexible student arrival procedures (via main entry, gym entry or outdoor learning space) Outdoor access to Art and Technology spaces Loading area at the back of the building Neighborhood Maker Auditorium Proposed New Building Gymnasium Neighborhood Neighborhood Maker Maker Cafe Library Media
High Quality High Performance Building LEED Silver Promotes Efficiency & Achieves more Reimbursement from the MSBA Additional 2% MSBA Reimbursement Points LEED GOLD
View from cabot street
View from outdoor educational area toward the cafeteria and library media center
Agostini-Bacon Generic Scheduling Guidelines / Targets 21 months from start of Foundations to Substantial Completion (200,000 SF +/-) Avoid Winter for Weather Dependent Work: Concrete Foundations Spray Fireproofing Masonry Erect Structural Steel during the Winter Start Concrete Slabs late-march or early-april Enclose the Building Envelope by November
Proposed Construction Schedule (Including early Bid Packages) 2015 2016 2017 2018 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 AUG SEP OCT SBA BOARD MTG. - APPROVAL OF SCHEMATIC DESIGN PERMITS & APPROVALS FOR DEMO SURVEY & LAYOUT TEMP FENCE & TRAILERS COMPLETE DESIGN FOR ABATEMENT & DEMO EARLY PACKAGE ABATEMENT & DEMO COMPLETE DESIGN FOR PILES, CIVIL & LANDSCAPING PILE SUBMITTALS & INSTALLATION COMPLETE DESIGN FOR FOUNDATIONS & STRUCTURE START FOUNDATIONS FOUNDATIONS STRUCTURAL STEEL COMPLETE DESIGN OF CONSTRUCTION DOCS TRADE CONTRACTOR BIDDING BUILDING ENCLOSED & WEATHERTIGHT MAIN PACKAGE CONSTRUCTION CONST. SUBST. COMPLETION FFE & MOVE-IN 1st DAY OF SCHOOL
Cost and Affordability
City of Beverly PENDING MSBA BOARD VOTE New Beverly Middle School Scope Items Excluded from the Estimated Basis of Estimated Basis of Total Project Budget: All costs associated with the Maximum Facilities Grant Maximum Total Facilities Estimated Maximum Total project are subject to 963 CMR 2.16(5) Estimated Budget or Otherwise Ineligible Grant 1 Facilities Grant 1 Feasibility Study Agreement OPM Feasibility Study $240,000 $0 $240,000 A&E Feasibility Study $925,000 $0 $925,000 Environmental & Site $175,000 $0 $175,000 Other $125,000 $0 $125,000 Feasibility Study Agreement Subtotal $1,465,000 $0 $1,465,000 $823,184 Administration Legal Fees $25,000 $25,000 $0 $0 Owner's Project Manager Design Development $123,000 $0 $123,000 Construction Contract Documents $281,000 $0 $281,000 Bidding $135,000 $0 $135,000 Construction Contract Administration $2,302,871 $107,639 $2,195,232 Closeout $72,659 $0 $72,659 Extra Services $200,000 $0 $200,000 Reimbursable & Other Services $75,000 $0 $75,000 Cost Estimates $150,000 $0 $150,000 Advertising $5,000 $0 $5,000 Permitting $50,000 $50,000 $0 Owner's Insurance $0 $0 $0 Other Administrative Costs $0 $0 $0 Administration Subtotal $3,419,530 $182,639 $3,236,891 $1,818,809 Architecture and Engineering Basic Services Design Development $2,405,416 $0 $2,405,416 Construction Contract Documents $3,372,520 $0 $3,372,520 Bidding $174,615 $0 $174,615 Construction Contract Administration $1,340,210 $274,076 $1,066,134 Closeout $128,410 $0 $128,410 Other Basic Services $0 $0 $0 Basic Services Subtotal $7,421,171 $274,076 $7,147,095 Reimbursable Services Construction Testing $0 $0 $0 Printing (over minimum) $75,000 $0 $75,000 Other Reimbursable Costs $267,870 $0 $267,870 Hazardous Materials $140,700 $0 $140,700 Geotech & Geo-Env. $187,500 $0 $187,500 Site Survey $7,930 $0 $7,930 Wetlands $27,500 $0 $27,500 Traffic Studies $25,500 $0 $25,500 Architectural/Engineering Subtotal $8,153,171 $274,076 $7,879,095 $4,427,263 CM & Risk Preconstruction Services Pre-Construction Services $192,064 $7,093 $184,971 $103,935 Site Acquisition Land / Building Purchase $0 $0 $0 Appraisal Fees $0 $0 $0 Recording fees $0 $0 $0 Site Acquisition Subtotal $0 $0 $0 $0 Construction Costs SUBSTRUCTURE Foundations $8,661,726 $0 Basement Construction $0 $0 SHELL SuperStructure $8,055,454 $0 Exterior Closure $8,798,120 $0 Exterior Walls $0 $0 Exterior Windows $0 $0 Exterior Doors $0 $0 Roofing $1,727,670 $0 INTERIORS Interior Construction $7,459,477 $0 Staircases $0 $0 Interior Finishes $3,442,232 $0 SERVICES Conveying Systems $430,000 $0 Plumbing $3,008,324 $0 HVAC $8,137,370 $0 Fire Protection $951,036 $0 Electrical $8,652,653 $0 EQUIPMENT & FURNISHINGS Equipment $1,335,974 $0 Furnishings $2,290,884 $0 SPECIAL CONSTRUCTION & DEMOLITION Special Construction $35,000 $0 Existing Building Demolition $632,500 $0 In-Bldg. Hazardous Material Abatement $1,495,000 $0 Asbestos Cont'g Floor Mat'l Abatement $240,000 $240,000 Other Hazardous Material Abatement $0 $0 BUILDING SITEWORK Site Preparation $1,726,765 $0 Site Improvements $2,344,492 $0 Site Civil / Mechanical Utilities $1,104,424 $0 Site Electrical Utilities $656,040 $0 Other Site Construction $202,677 $0 Scope Excluded Site Cost $998,324 Construction Trades Subtotal $71,387,818 $1,238,324 Contingencies (Design and Pricing) $6,747,967 $117,053 D/B/B Sub-Contractor Bonds $394,405 $6,842 D/B/B Insurance $0 D/B/B General Conditions $4,341,939 $75,317 D/B/B Overhead & Profit $0 GMP Insurance $868,582 $15,067 GMP Fee $1,623,316 $28,159 GMP Contingency $1,711,712 $29,692 Escalation to Mid-Point of Construction $3,053,693 $52,971 Overall Excluded Construction Cost $19,215,229 Construction Budget $90,129,432 $20,778,653 $69,350,779 $38,968,203 Alternates Ineligible Work Included in the Base Project $0 $0 $0 Alternates Included in the Total Project Budget $0 $0 $0 Alternates Excluded from the Total Project Budget $0 $0 Subtotal to be Included in Total Project Budget $0 $0 $0 $0 Miscellaneous Project Costs Utility Company Fees $50,000 $0 $50,000 Testing Services $150,000 $0 $150,000 Swing Space / Modulars $0 $0 $0 Other Project Costs (Mailing & Moving) $100,000 $100,000 $0 Misc. Project Costs Subtotal $300,000 $100,000 $200,000 $112,380 Furnishings and Equipment Furnishings $837,000 $0 $837,000 Equipment $837,000 $0 $837,000 Computer Equipment $1,674,000 $0 $1,674,000 FF&E Subtotal $3,348,000 $0 $3,348,000 $1,881,241 Soft Costs that exceed 20% of Construction Cost $0 Project Budget $107,007,197 $21,342,461 $85,664,736 $48,135,015 Board Authorization 51.42 Reimbursement Rate Before Incentive Points Design Enrollment 1,395 4.77 Total Incentive Points 3, 4 Total Building Gross Floor Area (GSF) 231,509 56.19% MSBA Reimbursement Rate Total Project Budget (excluding Contingencies) $107,007,197 NOTES This document w as prepared by the MSBA based on a preliminary review of information and estimates provided by the Ctiy of Beverly for the Briscoe Middle School project. Based on this preliminary review Scope Items Excluded or Otherwise Ineligible -$21,342,461 certain budget, cost and scope items have been determined to be ineligible for reimbursement, how ever, this document does not contain a final, exhaustive list of all budget, cost and scope items w hich may be Third Party Funding (Ineligible) $0 ineligible for reimbursement by the MSBA. Nor is it intended to be a final determination of w hich budget, cost and scope items may be eligible for reimbursement by the MSBA. All project budget, cost and scope Estimated Basis of Maximum Total Facilities Grant 1 $85,664,736 items shall be subject to review and audit by the Authority, and the Authority shall determine, in its sole discretion w hether any such budget, cost and scope items are eligible for reimbursement. The MSBA may Reimbursement Rate 3, 4 56.19% determine that certain additional budget, cost and scope items are ineligible for reimbursement. Est. Max. Total Facilities Grant (before recovery) 1 $48,135,015 1 - The Estimated Basis of Total Facilities Grant and Estimated Maximum Facilities Grant amounts appearing in the "MSBA Board Approved Budget" column do not include any potentially eligible contingency Cost Recovery $0 funds and are subject to review and audit by the MSBA. The Estimated Basis of Total Facilities Grant, Estimated Maximum Facilities Grant, and Maximum Total Facilities Grant amounts appearing in the Estimated Maximum Total Facilities Grant 1 $48,135,015 "Proposed Revised PFA Budget" column have been adjusted to account for construction bids received in accordance with Section 2.2 of the PFA and any budget revision requests submitted and approved by the MSBA as of the Date noted in the Proposed Revised Budget PFA column of the PFA Amendment. These amounts are also subject to further review and audit by the MSBA. Construction Contingency 2 $2,703,883 2 - Pursuant to Section 3.20 of the Project Funding Agreement and Ineligible Construction Contingency 2 $1,802,589 the applicable policies and guidelines of the Authority, any project costs associated with the reallocation or transfer of funds from either the Ow ner's contingency or the Construction contingency to other budget line items shall be subject to review by the "Potentially Eligible" Construction Contingency 2 $901,294 Authority to determine w hether any such costs are eligible for reimbursement by the Authority. All costs are subject to review and audit by the MSBA. Owner's Contingency 2 $1,000,000 3 - The MSBA has provisionally included tw Ineligible Owner's Contingency 2 $0 o (2) incentive points for energy efficiency, subject to the District meeting certain sustainability requirements or the project. If the District does not meet the requirements for the energy efficiency, the District w ill not qualify for these incentive points and the MSBA w ill adjust the "Potentially Eligible" Owner's Contingency 2 $1,000,000 reimbursement rate accordingly. Total Potentially Eligible Contingency 2 $1,901,294 4 - The MSBA has provisionally included Reimbursement Rate 3, 4 56.19% one (1) incentive point for the Construction Manager at Risk construction delivery method, subject to the District receiving approval from the Office of the Inspector General to utilize this method. If the District does not receive approval for the Construction Manager at Potential Additional Contingency Grant Funds 2 $1,068,337 Risk delivery method, the District w ill not qualify or these incentive points and the MSBA w ill adjust the reimbursement rate accordingly. Maximum Total Facilities Grant $49,203,352 Total Project Budget $110,711,080 MSBA FORM 3011 Submitted with Schematic Design Represents reconciled independent cost estimates Serves as the basis for the MSBA funding agreement Shows the required local appropriations/loan orders
Total Project Budget -per MSBA 3011 $110,711,080 Less feasibility study and schematic design phase $( 1,500,000) Request for Funding 8/27 $109,211,080 MSBA Max Grant* City of Beverly Portion $48.4M $60.8M *finalizing MSBA participation
23% 38% 39%
QUESTION: How can Beverly afford $60.8M in additional debt? ANSWER: Existing debt falling off Current budgeted items can be reallocated Planned reserves
Existing debt falling off Reduction of $5.2M Annually
Current budgeted items can be reallocated $660k budgeted in State Assessments will cease FY18 (if not sooner) Other areas (short term principal, litigation, one time expenditures) Planned reserves Establishment of stabilization reserve (current balance = $5.25M) McKay School proceeds ($900K)
How does this new debt fit into the City s forecast? FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Approved Budget Forecast Forecast Forecast Forecast Forecast Forecast Forecast ESTIMATED EXPENDITURES $ 114,211,924 $ 117,828,756 $ 121,483,269 $ 125,417,140 $ 127,691,967 $ 130,516,127 $ 133,271,793 $ 134,441,508 ESTIMATED REVENUES $ 114,211,924 $ 117,638,282 $ 121,167,430 $ 124,802,453 $ 128,546,527 $ 132,402,922 $ 136,375,010 $ 139,598,128 LONG TERM INTEREST RATES CARRIED AT 5% SHORT TERM INTEREST RATES CARRIED AT 2%
How does this new debt fit into the City s forecast? FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Approved Budget Forecast Forecast Forecast Forecast Forecast Forecast Forecast ESTIMATED EXPENDITURES $ 114,211,924 $ 117,828,756 $ 121,483,269 $ 125,417,140 $ 127,691,967 $ 130,516,127 $ 133,271,793 $ 134,441,508 ESTIMATED REVENUES $ 114,211,924 $ 117,638,282 $ 121,167,430 $ 124,802,453 $ 128,546,527 $ 132,402,922 $ 136,375,010 $ 139,598,128 POTENTIAL VARIANCE $ - $ (190,474) $ (315,839) $ (614,687) $ 854,560 $ 1,886,795 $ 3,103,217 $ 5,156,621 MCKAY SCHOOL PROCEEDS $ 190,474 $ 315,839 $ 393,687 STABILIZATION FUND $ 221,000 LONG TERM INTEREST RATES CARRIED AT 5% SHORT TERM INTEREST RATES CARRIED AT 2%
How does this new debt fit into the City s forecast? FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 Approved Budget Forecast Forecast Forecast Forecast Forecast Forecast Forecast ESTIMATED EXPENDITURES $ 114,211,924 $ 117,828,756 $ 121,946,127 $ 126,299,711 $ 128,689,967 $ 131,405,806 $ 134,050,900 $ 135,113,043 ESTIMATED REVENUES $ 114,211,924 $ 117,638,282 $ 121,167,430 $ 124,802,453 $ 128,546,527 $ 132,402,922 $ 136,375,010 $ 139,598,128 POTENTIAL VARIANCE $ - $ (190,474) $ (778,696) $ (1,497,258) $ (143,440) $ 997,117 $ 2,324,110 $ 4,485,085 MCKAY SCHOOL PROCEEDS $ 190,474 $ 709,526 $ - $ - STABILIZATION FUND $ 69,170 $ 1,497,258 $ 143,440 LONG TERM INTEREST RATES CARRIED AT 5% SHORT TERM INTEREST RATES CARRIED AT 2%
Questions/Comments?