HomeMy WebLinkAbout2025-06-02 Killam School Building Committee PacketTown of Reading
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2018-07-16 LAG Board - Committee - Commission - Council:
Permanent Building Committee Killam School Building Committee
Date: 2025-06-02 Time: 7:00 PM
Building: Reading Town Hall Location: Select Board Meeting Room
Address: 16 Lowell Street Agenda:
Purpose: General Business
Meeting Called By: Joshua Delaune on behalf of Chair Carla Nazzaro
Notices and agendas are to be posted 48 hours in advance of the meetings excluding
Saturdays, Sundays and Legal Holidays. Please keep in mind the Town Clerk’s hours of
operation and make necessary arrangements to be sure your posting is made in an
adequate amount of time. A listing of top ics that the chair reasonably anticipates will be
discussed at the meeting must be on the agenda.
All Meeting Postings must be submitted in typed format; handwritten notices will not be accepted.
Topics of Discussion:
https://us06web.zoom.us/j/82933567169?pwd=CLjf5581xGUjPhDwbnzB4vBVUvhB4p.1
Meeting ID: 829 3356 7169
Passcode: 635790
1.Call to Order
2.Public Comment
3.KSBC Liaison Reports
4.CPL Team Update*
5.CPL Financial Review*
6.CPL Schedule Review*
7.Contract Amendments
a.CPL Amendment #3*
b.LBA Amendment #14*,#15*, & #16*
8.Review MSBA PFA Update*
9.LBA Design Renderings Update
10. Approval of Prior Meeting Minutes (3/10/25 Meeting)*
11. Future Agenda Items and Next Meeting dates
12. Adjourn*
*Noted Potential vote required
Organizational Chart
J. Warren Killam Elementary School
PROJECT MANAGER
Justin Ferdenzi
Town of Reading
EXECUTIVE SPONSOR
Derek Osterman AIA, LEED AP,
MCPPO
PROJECT DIRECTOR
Mike Carroll, MCPPO
FINANCIAL MONITORING &
REPORTING
Thao Nguyen
MEP SUPPORT &
SUSTAINABILITY
Sarah Maston, PE, LEED AP
* Health and Wellness is being managed by the team, shown above.
PROJECT REPRESENTATIVE
TBD
ASSISTANT PROJECT
MANAGER
Harani Kumaresh
Town of ReadingKillam Elementary SchoolMay 29, 2025 Project Budget and Cost SummaryACDEFGHIJK(Bud. Adj. Tab)(C+D)(Com. Cost tab)(E-F)(Forecast. tab, >G)(F+G+H)(Invoice Tab)(I-J) Description PFA Approved BudgetAuthorized ChangesApproved Budget Committed CostsUncommitted CostsForecast CostsTotal Project CostsExpenditures to DateBalance To Spend 20 Construction Construction$0 $0 $0 $0 $0 $0 $0 $0 Change Orders$0 $0 $0 $0 $0 $0 $0 $0 Subtotal$0 $0 $0 $0 $0 $0 $0 $0 $0 30 Architectural & EngineeringDesign Development$0$0$0$0$0$0$0$0Construction Documents$0$0$0$0$0$0$0$0Bidding / Negotiations$0$0$0$0$0$0$0$0Closeout$0$0$0$0$0$0$0$0 Other Basic Services$0$0$0$0$0$0$0$0A&E Feasibility Study$800,000$50,000$850,000$850,000$0$614,000$1,464,000$850,000$614,000 Subtotal$800,000$50,000$850,000$850,000$0$614,000$1,464,000$850,000$614,000 40 Administrative Costs OPM Feasibility Study$280,000 $55,500 $335,500 $335,500 $0 $0 $335,500 $333,610$1,891 OPM Design Development$0 $0 $0 $0 $0 $0 $0 $0 OPM Construction Contract Documents$0 $0 $0 $0 $0 $0 $0 $0 OPM Bidding$0 $0 $0 $0 $0 $0 $0 $0 OPM Construction Contract Admin$0 $0 $0 $0 $0 $0 $0 $0 OPM Closeout$0 $0 $0 $0 $0 $0 $0 $0Environmental & Site (FS/SD)$500,000 -$79,874 $420,126 $305,834 $114,292 $0 $420,126 $182,280 $237,846Other Project Costs (FS/SD)$620,000 -$25,626 $594,374 $594,374 $0 $0 $594,374 $8,174 $586,200 Subtotal$1,400,000 -$50,000 $1,350,000 $1,235,708 $114,292 $0 $1,350,000 $524,063 $825,937 50 Furniture, Fixtures and Equipment Furniture, Fixtures and Equipment$0 $0 $0 $0 $0 $0 $0 $0 Technology$0 $0 $0 $0 $0 $0 $0 $0 Subtotal$0 $0 $0 $0 $0 $0 $0 $0 $0 Project Sub-Total$2,200,000 $0 $2,200,000 $2,085,708 $114,292 $614,000 $2,814,000 $1,374,063 $1,439,937 Construction Contingency (Hard Cost)$0 $0 $0 $0 $0 $0 $0 Owner's Contingency (Soft Cost)$0 $0 $0 $0 -$614,000 -$614,000 -$614,000 Subtotal$0 $0 $0 $0 -$614,000-$614,000 -$614,000 Project Total$2,200,000 $0 $2,200,000 $2,085,708 $114,292 $0 $2,200,000 $1,374,063 $825,93770 Project ContingencyPotential ContingencyBUDGETCOSTCASH FLOWPotential RiskCurrent Contingency 5/29/2025Page 1 of 1
Town of Reading
Killam Elementary School
May 29, 2025 Project Budget and Cost Summary
A B1 C D E F G H I J K
(Bud. Adj. Tab)(C+D)(Com. Cost tab)(E-F)(Forecast. tab, >G)(F+G+H)(Invoice Tab)(I-J)
Description PFA Approved
Budget
PFA
Approved
Budget
Authorized
Changes
Approved
Budget
Committed
Costs
Uncommitted
Costs
Forecast
Costs
Total Project
Costs
Expenditures
to Date
Balance To
Spend
20 Construction
Construction $101,521,394 $0 $101,521,394 $0 $101,521,394 $0 $101,521,394 $0 $101,521,394
Change Orders $0 $0 $0 $0 $0 $0 $0 $0
Subtotal $0 $101,521,394 $0 $101,521,394 $0 $101,521,394 $0 $101,521,394 $0 $101,521,394
30 Architectural & Engineering
Design Development $2,200,000 -$303,708 $1,896,292 $1,887,500 $8,792 $0 $1,896,292 $0 $1,896,292
Construction Documents $3,200,000 $142,500 $3,342,500 $3,342,500 $0 $0 $3,342,500 $0 $3,342,500
Bidding / Negotiations $350,000 $0 $350,000 $286,500 $63,500 $0 $350,000 $0 $350,000
Closeout $275,000 $0 $275,000 $191,000 $84,000 $0 $275,000 $0 $275,000
Construction Administration $3,200,000 $142,500 $3,342,500 $3,342,500 $0 $0 $3,342,500 $0 $3,342,500
Other Basic Services $225,000 $0 $225,000 $0 $225,000 $0 $225,000 $0 $225,000
Geotechnical & GeoEnv. Engineering $200,000 $18,708 $218,708 $218,708 $0 $0 $218,708 $0 $218,708
Site Survey $50,000 $0 $50,000 $30,250 $19,750 $0 $50,000 $0 $50,000
Survey of Existing Conditions / Wetlands $25,000 $0 $25,000 $0 $25,000 $0 $25,000 $0 $25,000
Hazardous Materials $200,000 $0 $200,000 $172,700 $27,300 $0 $200,000 $0 $200,000
Traffic Studies $50,000 $0 $50,000 $0 $50,000 $0 $50,000 $0 $50,000
Other Reimbursable Costs $50,000 $0 $50,000 $22,000 $28,000 $0 $50,000 $0 $50,000
Printing (Over the Minimum)$20,000 $0 $20,000 $0 $20,000 $0 $20,000 $0 $20,000
A&E Feasibility Study $800,000 $850,000 $0 $850,000 $850,000 $0 $0 $850,000 $850,000 $0
Subtotal $800,000 $10,895,000 $0 $10,895,000 $10,343,658 $551,342 $0 $10,895,000 $850,000 $10,045,000
40 Administrative Costs
OPM Feasibility Study $280,000 $335,500 $0 $335,500 $335,500 $0 $0 $335,500 $333,610 $1,891
OPM Design Development $500,000 $0 $500,000 $250,000 $250,000 $0 $500,000 $0 $500,000
OPM Construction Contract Documents $500,000 $0 $500,000 $500,000 $0 $0 $500,000 $0 $500,000
OPM Bidding $150,000 $0 $150,000 $150,000 $0 $0 $150,000 $0 $150,000
OPM Construction Contract Admin $3,300,000 $0 $3,300,000 $3,175,000 $125,000 $0 $3,300,000 $0 $3,300,000
OPM Closeout $500,000 $0 $500,000 $216,569 $283,431 $0 $500,000 $0 $500,000
OPM: Cost Estimates $90,000 $0 $90,000 $54,000 $36,000 $0 $90,000 $0 $90,000
Advertising $5,000 $0 $5,000 $0 $5,000 $0 $5,000 $0 $5,000
Other Administrative Costs $200,000 $0 $200,000 $0 $200,000 $0 $200,000 $0 $200,000
Other Project Costs (Moving)$150,000 $0 $150,000 $0 $150,000 $0 $150,000 $0 $150,000
Utility Fees $200,000 $0 $200,000 $0 $200,000 $0 $200,000 $0 $200,000
Legal $100,000 $0 $100,000 $0 $100,000 $0 $100,000 $0 $100,000
Testing Services $400,000 $0 $400,000 $0 $400,000 $0 $400,000 $0 $400,000
Swing Space / Modular $750,000 $0 $750,000 $0 $750,000 $0 $750,000 $0 $750,000
Environmental & Site (FS/SD)$500,000 $500,000 -$188,280 $311,720 $311,720 $0 $0 $311,720 $200,320 $111,400
Other Project Costs (FS/SD)$620,000 $514,500 $79,874 $594,374 $594,374 $0 $0 $594,374 $433,174 $161,200
Subtotal $1,400,000 $8,195,000 -$108,406 $8,086,594 $5,587,163 $2,499,431 $0 $8,086,594 $967,103 $7,119,491
50 Furniture, Fixtures and Equipment
Furniture, Fixtures and Equipment $1,587,500 $0 $1,587,500 $0 $1,587,500 $0 $1,587,500 $0 $1,587,500
Equipment $1,587,500 $0 $1,587,500 $0 $1,587,500 $0 $1,587,500 $0 $1,587,500
Technology $0 $0 $0 $0 $0 $0 $0 $0
Subtotal $0 $3,175,000 $0 $3,175,000 $0 $3,175,000 $0 $3,175,000 $0 $3,175,000
Project Sub-Total $2,200,000 $123,786,394 -$108,406 $123,677,988 $15,930,821 $107,747,167 $0 $123,677,988 $1,817,103 $121,860,885
Construction Contingency (Hard Cost)$0 $5,076,069 $0 $5,076,069 $5,076,069 $0 $5,076,069 $5,076,069
Owner's Contingency (Soft Cost)$0 $1,149,320 $108,406 $1,257,726 $1,257,726 $0 $1,257,726 $1,257,726
Subtotal $0 $6,225,389 $108,406 $6,333,795 $6,333,795 $0 $6,333,795 $6,333,795
Project Total $2,200,000 $130,011,783 $0 $130,011,783 $15,930,821 $114,080,962 $0 $130,011,783 $1,817,103 $128,194,680
70 Project Contingency Potential
Contingency
BUDGET COST CASH FLOW
Potential RiskCurrent
Contingency
5/29/2025 Page 1 of 7
Town of ReadingKillam Elementary School05/29/25Project Budget AdjustmentsAdjustment ItemBRR Adjusted AmountDate ApprovedCODE CommentsMove to OPM FS to SC Contingency $20,000.0007/19/2340-010 Moved $20k to cover OPM FS/SD CostFrom SC Cont to OPM FS($20,000.00)07/19/2370-500Moved $20k to cover OPM FS/SD CostMove to A/E FS from SC Contingency $110,000.0012/12/2330-290Moved $110k to Cover A/E FS/SD CostFrom SC Cont to A/E FS($110,000.00)12/12/2370-500Moved $110k to Cover A/E FS/SD CostMove back SC Contingency form OPM FS($20,000.00)07/19/2340-010Moved $20k to cover OPM FS/SD CostFrom OPM FS to SC Cont$20,000.0007/19/2370-500Moved $20k to cover OPM FS/SD CostMove A/E FS back to SC Contingency($60,000.00)12/12/2330-290Moved $110k to Cover A/E FS/SD CostTo SC Cont from A/E FS $60,000.0012/12/2370-500Moved $110k to Cover A/E FS/SD CostMove to Other Project Costs from SC Cont$269.6703/11/2440-810Moved to cover Design Services AdvertismentFrom SC Cont to Other Project Costs($269.67)03/11/2470-500Moved to cover Design Services AdvertismentMove to Other Project Costs from SC Cont$2,750.0005/29/2440-810Move to cover LBA Amd 7From SC Cont to Other Project Costs($2,750.00)05/29/2470-500Move to cover LBA Amd 7Move to Other Project Costs from SC Cont$3,600.0006/11/2440-810 Move to Cover KartoonFrom SC Cont to Other Project Costs($3,600.00)06/11/2470-500Move to Cover KartoonMove from Other Project Cost to SC Cont ($50,000.00)10/21/2440-810Adjustment to coordinate to MSBA Propay System (No Cont Line)To SC Cont from Other Project Cost $50,000.0010/21/2470-500Adjustment to coordinate to MSBA Propay System (No Cont Line)Move to Other Project Costs from SC Cont($269.67)10/21/2440-810Adjustment to coordinate to MSBA Propay System (No Cont Line)From SC Cont to Other Project Costs$269.6710/21/2470-500Adjustment to coordinate to MSBA Propay System (No Cont Line)Move to Other Project Costs from SC Cont($2,750.00)10/21/2440-810Adjustment to coordinate to MSBA Propay System (No Cont Line)From SC Cont to Other Project Costs$2,750.0010/21/2470-500Adjustment to coordinate to MSBA Propay System (No Cont Line)Move to Other Project Costs from SC Cont($3,600.00)10/21/2440-810Adjustment to coordinate to MSBA Propay System (No Cont Line)From SC Cont to Other Project Costs$3,600.0010/21/2470-500Adjustment to coordinate to MSBA Propay System (No Cont Line)Move to OPM FS from Other Project Cost($15,500.00)12/16/2440-810Moved $15,500 to Cover Opm SD Cost EstimateFrom Other Project Cost to OPM FS$15,500.0012/16/2440-010Moved $15,500 to Cover Opm SD Cost EstimateMove to OPM FS from Other Project Cost($40,000.00)02/04/2540-810Moved $40,000 to Cover OPM FS/SD CostFrom Other Project Cost to OPM FS$40,000.0002/04/2540-010Moved $40,000 to Cover OPM FS/SD CostMove to Other Project Costs from Env & site$79,873.6103/10/2540-810Moved to cover Designer Amd 13From Env. &Site to Other Project Cost($79,873.61)03/10/2540-800Moved to cover Designer Amd 13END OF FS-SDMove to Owner's SC Cont from A&E FS$50,000.0070-500Moved to correct for New PFAFrom A&E FS to Owner's SC Cont($50,000.00)30-290Moved to correct for New PFAMove to Owner's SC Cont from OPM FS$55,500.0070-500Moved to correct for New PFAFrom OPM FS to Owner's SC Cont($55,500.00)40-010Moved to correct for New PFAMove to Other Project Costs from Eviron & Site$105,500.0040-810Moved to correct for New PFAMove to Owner's SC Cont from Eviron & Site$8,792.0070-500Moved to correct for New PFAFrom Eviron & Site to Owner's SC Cont / Other PC($114,292.00)40-800Moved to correct for New PFAMove to Environ & Site from Owner's SC Const$5,886.0040-800Moved to cover Designer Amd 14From Owner's SC Const to Eviron & Site($5,886.00)70-500Moved to cover Designer Amd 14Move to A&E Const Doc from A&E Design Development$142,500.0030-130Internal Budget Adjustments - LBA Amd 15 From A&E Design Development to A&E Const Doc($142,500.00)30-120Internal Budget Adjustments - LBA Amd 15 Move to A&E Const Admin from A&E Design Development$142,500.0030-160Internal Budget Adjustments - LBA Amd 15 From A&E Design Development to A&E Const Admin($142,500.00)30-120Internal Budget Adjustments - LBA Amd 15 Move to Geotech from A&E Design Development$18,708.0030-210Internal Budget Adjustments - LBA Amd 16 From A&E Design Development to Geotech($18,708.00)30-120Internal Budget Adjustments - LBA Amd 16 Total Approved Adjustments to Date$0.00-$ 4:07 PM 5/29/2025Budget AdjustmentsPage 2 of 7
Town of ReadingKillam Elementary School05/29/25Committed Cost (Contracts/Pos) VENDOR AMOUNTISSUE DATESIGNED/ RETURN DATEENCUM (PO) CODE MSBA NotesColliers Project Leaders$280,000.006/22/202307/19/23CPL Contract 40-0100001-0000CPL Base Contract Excluding EstimatingLavallee Brensinger Architects$400,000.0012/12/202312/12/2023LBA Contract 30-2900002-0000LBA Base Contract for FS (Excluding Extra Services)Lavallee Brensinger Architects$450,000.0012/12/202312/12/2023LBA Contract 30-2900002-0000LBA Base Contract for SD (Excluding Extra Services)Lavallee Brensinger Architects$26,400.0012/14/202312/23/23LBA Amd 0140-8000003-0000LBA Amd 01 - Land Surverying (Samiotes)Lavallee Brensinger Architects$120,450.0012/14/202312/23/23LBA Amd 0240-8000003-0000LBA Amd 02 - Traffic Study (GPI)Lavallee Brensinger Architects$4,950.0012/18/202412/23/23LBA Amd 0340-8000003-0000LBA Amd 03 - Haz Mat Consulting (UEC)Lavallee Brensinger Architects$14,520.0012/18/202412/23/23LBA Amd 0440-8000003-0000LBA Amd 04 - Phase 1 ESA & Soil Sampling (FS Engineers)Lavallee Brensinger Architects$41,800.001/3/202401/25/24LBA Amd 0540-8000003-0000LBA Amd 05 - Geotech Services (LGCI)Daily Times Chronicle$269.679/14/202302/29/24PO NA40-8100004-0000District advertising for Designer ServicesLavallee Brensinger Architects$2,750.005/29/202406/17/24LBA Amd 0640-8000003-0000LBA Amd 6 - Soil Testing for Stormwater System LocationsLavallee Brensinger Architects$2,750.005/29/202406/17/24LBA Amd 0740-8100004-0000LBA Amd 7 - Additional Cost Estimating HVAC systemsKartoon EDU $3,600.005/7/202406/10/24Contract40-8100004-0000 Pillars @ $600/each - Video InformationLavallee Brensinger Architects$16,500.008/30/202409/10/24LBA Amd 0840-8000003-0000LBA Amd 8 - “TEDI” Energy ModelingLavallee Brensinger Architects$2,753.949/12/202410/15/24LBA Amd 0940-8100004-0000LBA Amd 9 - Additional services for printing delivery boardsLavallee Brensinger Architects$10,000.0011/13/202411/20/24LBA Amd 1040-8000003-0000LBA Amd 10 - reimbursable expensesColliers Project Leaders$15,500.0012/12/202412/16/24CPL Amd 0140-0100001-0000CPL Amd 01 - SD Cost EstimatingLavallee Brensinger Architects$1,540.0012/12/202412/16/24LBA Amd 1140-8000003-0000LBA Amd 11 - cost estimating of an additional HVAC option Lavallee Brensinger Architects$66,924.0012/12/202412/16/24LBA Amd 1240-8000003-0000LBA Amd 12 - additional services for geothermal test well Colliers Project Leaders$40,000.001/31/202502/04/25CPL Amd 0240-0100001-0000CPL Amd 02 - Extended SD ServicesGienapp Architects$85,000.001/15/202502/04/25GA Contract40-8100004-0000Design Services for Modular relocationLavallee Brensinger Architects$500,000.003/10/202504/22/25LBA Amd 1340-8100004-0000LBA Amd 13 - Continue design ServicesLavallee Brensinger Architects$5,886.005/14/2025LBA Amd 1440-8000003-0000LBA Amd 14 - New Contract for geothermal test well servicesLavallee Brensinger Architects$1,887,500.005/27/2025LBA Amd 1530-1200201-0400DD PhaseLavallee Brensinger Architects$3,342,500.005/27/2025LBA Amd 1530-1300201-0500CD PhaseLavallee Brensinger Architects$286,500.005/27/2025LBA Amd 1530-1400201-0600Bid PhaseLavallee Brensinger Architects$3,342,500.005/27/2025LBA Amd 1530-1600201-0700CA PhaseLavallee Brensinger Architects$191,000.005/27/2025LBA Amd 1530-1500201-0800Closeout PhaseLavallee Brensinger Architects$172,700.005/28/2025LBA Amd 1630-2400204-0200Haz MatLavallee Brensinger Architects$148,038.005/28/2025LBA Amd 1630-2100204-0300GeoTechLavallee Brensinger Architects$70,670.005/28/2025LBA Amd 1630-2100204-0300GeoEnvironmentalLavallee Brensinger Architects$3,300.005/28/2025LBA Amd 1630-2300204-0400Soil TestingLavallee Brensinger Architects$3,850.005/28/2025LBA Amd 1630-2300204-0400Building Control PlanLavallee Brensinger Architects$11,000.005/28/2025LBA Amd 1630-2300204-0400SurveyLavallee Brensinger Architects$4,400.005/28/2025LBA Amd 1630-2300204-0400Certified Plot PlanLavallee Brensinger Architects$7,700.005/28/2025LBA Amd 1630-2300204-0400Site Acoustic SurveyLavallee Brensinger Architects$22,000.005/28/2025LBA Amd 1630-2700203-9900Other Misc ReimbColliers Project Leaders$250,000.005/29/2025CPL Amd 0340-0200102-0400DD PhaseColliers Project Leaders$500,000.005/29/2025CPL Amd 0340-0300102-0500CD PhaseColliers Project Leaders$150,000.005/29/2025CPL Amd 0340-0400102-0600Bid PhaseColliers Project Leaders$3,175,000.005/29/2025CPL Amd 0340-0500102-0700CA PhaseColliers Project Leaders $216,569.00 5/29/2025 CPL Amd 0340-0600102-0800 Closeout PhaseColliers Project Leaders$54,000.005/29/2025CPL Amd 0340-1000102-1100AMF Estimating Services DD to CDTOTAL$15,930,820.61$15,930,820.614:07 PM 5/29/2025Committed CostsPage 3 of 7
Town of ReadingKillam Elementary School05/29/25Expenditures - Invoices/Requisistions Invoice Amount Vendor Invoice NumberInvoice DateApproval DateCODE Propay CodePropay Subm. #Description$52,000.00Lavallee Brensinger Architects2064008/19/2409/30/2430-2900002-000005LBA Services July 2024 - FS$2,750.00Lavallee Brensinger Architects2064008/19/2409/30/2440-8100004-000005LBA Services July 2024 - HVAC Cost Estimate$24,954.00Colliers Project Leaders96970808/13/2409/30/2440-0100001-000005CPL Services July 2024 - FS/ SD$26,197.00Colliers Project Leaders97864209/06/2409/30/2440-0100001-000005CPL Services August 2024 - FS/ SD$40,000.00Lavallee Brensinger Architects2083009/17/2409/30/2430-2900002-000005LBA Services August 2024 - FS$67,500.00Lavallee Brensinger Architects2083009/17/2409/30/2430-2900002-000005LBA Services August 2024 - SD$5,846.60Lavallee Brensinger Architects2083009/17/2409/30/2440-8000003-000005LBA Services August 2024 - A&E Environmental & site - Traffic$412.50Lavallee Brensinger Architects2083009/17/2409/30/2440-8000003-000005LBA Services August 2024 - A&E Environmental & site - Soil Testing$16,870.00Colliers Project Leaders98826010/04/2410/21/2440-0100001-000005CPL Services September 2024 - FS/ SD$67,500.00Lavallee Brensinger Architects2091010/11/2410/21/2430-2900002-000005LBA Services September 2024 - SD$2,187.80Lavallee Brensinger Architects2091010/11/2410/21/2440-8000003-000005LBA Services September 2024 - A&E Environmental & site - Traffic$1,925.00Lavallee Brensinger Architects2091010/11/2410/21/2440-8000003-000005LBA Services September 2024 - A&E Environmental & site - Soil Testing$23,026.00Colliers Project Leaders99616711/06/2411/20/2440-0100001-000006CPL Services October 2024 - FS/ SD$112,500.00Lavallee Brensinger Architects2104311/11/2412/16/2430-2900002-000006LBA Services October 2024 - SD$442.20Lavallee Brensinger Architects2104311/11/2412/16/2440-8000003-000006LBA Services October 2024 - A&E Environmental & site - Traffic$412.50Lavallee Brensinger Architects2104311/11/2412/16/2440-8000003-000006LBA Services October 2024 - A&E Environmental & site - Soil Testing$26,444.00Colliers Project Leaders100530612/05/2412/16/2440-0100001-000006CPL Services November 2024 - FS/ SD$90,000.00Lavallee Brensinger Architects2124112/18/2401/22/2530-2900002-0000LBA Services November 2024 - SD$5,108.40Lavallee Brensinger Architects2124112/18/2401/22/2540-8000003-0000LBA Services November 2024 - A&E Environmental & site - Traffic$2,753.94Lavallee Brensinger Architects2124112/18/2401/22/2540-8100004-0000LBD Services November 2024 - Additional services for printing delivery boards$9,798.50Colliers Project Leaders101310101/06/2501/22/2540-0100001-0000CPL Services December 2024 - FS/ SD$45,000.00Lavallee Brensinger Architects2132101/16/2501/22/2530-2900002-0000LBA ServicesDecember 2024 - SD$5,108.40Lavallee Brensinger Architects2132101/16/2501/22/2540-8000003-0000LBA Services December 2024 - A&E Environmental & site - Traffic$24,200.00Lavallee Brensinger Architects2132101/16/2501/22/2540-8000003-0000LBA Services December 2024 - A&E Environmental & site - Geotech$45,000.00Lavallee Brensinger Architects2153402/17/2530-2900002-0000LBA Services January 2025 - SD$7,444.80Lavallee Brensinger Architects2153402/17/2540-8000003-0000LBA Services January 2025 - A&E Environmental & site - Traffic$56,699.75Colliers Project Leaders103185803/06/2540-0100001-0000CPL Services January & February 2025 SD$22,500.00Lavallee Brensinger Architects2156203/10/2530-2900002-0000LBA Services February 2025 - SD$4,375.80Lavallee Brensinger Architects2156203/10/2540-8000003-0000LBA Services February 2025 - A&E Environmental & site - Traffic$16,500.00Lavallee Brensinger Architects2178405/26/2540-8000003-0000LBA Services March 2025 - A&E - SD Energy Modeling$250,000.00Lavallee Brensinger Architects2178405/26/2540-8100004-0000LBD Services March 2025 - Continuation of Services$1,540.00Lavallee Brensinger Architects2178405/26/2540-8000003-0000LBA Services March 2025 - A&E - HVAC System Comparison Cost Estimate$175,000.00Lavallee Brensinger Architects2186605/28/2540-8100004-0000LBD Services April 2025 - Continuation of Services$1,817,103.01Total Spent to Date$1,817,103.014:07 PM 5/29/2025Invoice ListingPage 4 of 7
Killam Elementary School
Estimated Project Cash Flow Sheet
OPM Designer &
Consultants FF&E & Misc Construction Contingency Estimated Outlay Actual outlay Est Cum Act Cum
1 Aug-23 $8,203 $8,203 $620 $8,203 $620
2 Sep-23 $15,096 $15,096 $11,903 $23,299 $12,523
3 Oct-23 $15,096 $15,096 $8,303 $38,395 $20,825
4 Nov-23 $15,096 $15,096 $7,433 $53,491 $28,258
5 Dec-23 $14,025 $14,025 $0 $67,516 $28,258
6 Jan-24 $14,584 $20,000 $34,584 $32,431 $102,100 $60,689
7 Feb-24 $14,584 $50,000 $64,584 $60,074 $166,684 $120,763
8 Mar-24 $14,584 $75,000 $89,584 $0 $256,268 $120,763
9 Apr-24 $14,584 $75,000 $89,584 $91,282 $345,852 $212,045
10 May-24 $14,584 $75,000 $2,500 $92,084 $141,991 $437,936 $354,036
11 Jun-24 $14,584 $75,000 $2,500 $92,084 $74,197 $530,020 $428,233
12 Jul-24 $14,584 $75,000 $89,584 $0 $619,604 $428,233
13 Aug-24 $14,584 $75,000 $89,584 $156,873 $709,188 $585,106
14 Sep-24 $14,584 $75,000 $89,584 $219,660 $798,772 $804,766
15 Oct-24 $14,584 $75,000 $89,584 $88,483 $888,356 $893,249
16 Nov-24 $14,584 $75,000 $89,584 $23,026 $977,940 $916,275
17 Dec-24 $14,584 $75,000 $89,584 $139,799 $1,067,524 $1,056,073
18 Jan-25 $15,174 $75,000 $90,174 $181,969 $1,157,698 $1,238,043
19 Feb-25 $17,245 $75,000 $92,245 $0 $1,249,943 $1,238,043
20 Mar-25 $25,000 $75,000 $100,000 $0 $1,349,943 $1,238,043
21 Apr-25 $25,000 $300,000 $25,000 $350,000 $0 $1,699,943
22 May-25 $50,557 $300,000 $25,000 $375,557 $0 $2,075,500
23 Jun-25 $66,000 $750,000 $35,000 $851,000 $0 $2,926,500
24 Jul-25 $66,000 $750,000 $450,000 $25,000 $1,291,000 $0 $4,217,500
25 Aug-25 $102,000 $750,000 $350,000 $25,000 $1,227,000 $0 $5,444,500
26 Sep-25 $65,000 $475,000 $10,000 $25,000 $575,000 $0 $6,019,500
27 Oct-25 $95,000 $475,000 $10,000 $25,000 $605,000 $0 $6,624,500
28 Nov-25 $65,000 $475,000 $10,000 $25,000 $575,000 $0 $7,199,500
29 Dec-25 $122,000 $475,000 $10,000 $25,000 $632,000 $0 $7,831,500
30 Jan-26 $86,000 $475,000 $10,000 $25,000 $596,000 $0 $8,427,500
31 Feb-26 $104,000 $475,000 $10,000 $25,000 $614,000 $0 $9,041,500
32 Mar-26 $128,000 $475,000 $10,000 $25,000 $638,000 $0 $9,679,500
33 Apr-26 $128,000 $185,000 $10,000 $50,000 $373,000 $0 $10,052,500
34 May-26 $128,000 $185,000 $10,000 $50,000 $373,000 $0 $10,425,500
35 Jun-26 $128,000 $150,000 $10,000 $750,000 $50,000 $1,088,000 $0 $11,513,500
36 Jul-26 $128,000 $150,000 $10,000 $1,500,000 $50,000 $1,838,000 $0 $13,351,500
37 Aug-26 $128,000 $150,000 $10,000 $2,250,000 $75,000 $2,613,000 $0 $15,964,500
38 Sep-26 $121,000 $150,000 $10,000 $4,500,000 $150,000 $4,931,000 $0 $20,895,500
39 Oct-26 $121,000 $150,000 $10,000 $5,500,000 $200,000 $5,981,000 $0 $26,876,500
40 Nov-26 $121,000 $150,000 $10,000 $6,500,000 $200,000 $6,981,000 $0 $33,857,500
41 Dec-26 $121,000 $150,000 $10,000 $6,500,000 $300,000 $7,081,000 $0 $40,938,500
42 Jan-27 $126,000 $150,000 $10,000 $6,500,000 $300,000 $7,086,000 $0 $48,024,500
43 Feb-27 $126,000 $150,000 $10,000 $6,500,000 $300,000 $7,086,000 $0 $55,110,500
44 Mar-27 $126,000 $150,000 $10,000 $6,500,000 $300,000 $7,086,000 $0 $62,196,500
45 Apr-27 $126,000 $150,000 $10,000 $6,500,000 $200,000 $6,986,000 $0 $69,182,500
46 May-27 $126,000 $150,000 $10,000 $6,500,000 $200,000 $6,986,000 $0 $76,168,500
47 Jun-27 $126,000 $150,000 $10,000 $5,500,000 $200,000 $5,986,000 $0 $82,154,500
48 Jul-27 $126,000 $150,000 $10,000 $4,500,000 $300,000 $5,086,000 $0 $87,240,500
May 29, 2025
Month Feasibility Study PeriodSchematic DesignFun-dingDesign DevelopmConstruction DocumentsBidConstruction Phase5/29/2025 Page 5 of 7
Killam Elementary School
Estimated Project Cash Flow Sheet
OPM Designer &
Consultants FF&E & Misc Construction Contingency Estimated Outlay Actual outlay Est Cum Act Cum
May 29, 2025
Month
49 Aug-27 $126,000 $150,000 $50,000 $4,500,000 $300,000 $5,126,000 $0 $92,366,500
50 Sep-27 $126,000 $150,000 $50,000 $4,000,000 $300,000 $4,626,000 $0 $96,992,500
51 Oct-27 $133,000 $150,000 $100,000 $4,000,000 $300,000 $4,683,000 $0 $101,675,500
52 Nov-27 $154,000 $150,000 $1,750,000 $4,000,000 $300,000 $6,354,000 $0 $108,029,500
53 Dec-27 $154,000 $100,000 $1,100,000 $3,500,000 $250,000 $5,104,000 $0 $113,133,500
54 Jan-28 $127,000 $100,000 $250,000 $250,000 $175,000 $902,000 $0 $114,035,500
55 Feb-28 $127,000 $100,000 $250,000 $250,000 $175,000 $902,000 $0 $114,937,500
56 Mar-28 $108,000 $100,000 $25,000 $2,500,000 $175,000 $2,908,000 $0 $117,845,500
57 Apr-28 $100,000 $100,000 $25,000 $1,500,000 $150,000 $1,875,000 $0 $119,720,500
58 May-28 $100,000 $100,000 $25,000 $1,000,000 $100,000 $1,325,000 $0 $121,045,500
59 Jun-28 $100,000 $100,000 $25,000 $1,500,000 $100,000 $1,825,000 $0 $122,870,500
60 Jul-28 $100,000 $100,000 $25,000 $1,500,000 $100,000 $1,825,000 $0 $124,695,500
61 Aug-28 $100,000 $100,000 $25,000 $1,250,000 $100,000 $1,575,000 $0 $126,270,500
62 Sep-28 $82,000 $100,000 $25,000 $1,000,000 $100,000 $1,307,000 $0 $127,577,500
63 Oct-28 $82,000 $100,000 $25,000 $700,000 $100,000 $1,007,000 $0 $128,584,500
64 Nov-28 $82,000 $100,000 $25,000 $71,394 $100,000 $378,394 $0 $128,962,894
65 Dec-28 $82,000 $50,000 $25,000 $100,000 $257,000 $0 $129,219,894
66 Jan-29 $58,000 $50,000 $25,000 $100,000 $233,000 $0 $129,452,894
67 Feb-29 $51,000 $40,000 $15,000 $50,000 $156,000 $0 $129,608,894
68 Mar-29 $51,000 $40,000 $10,000 $25,000 $126,000 $0 $129,734,894
69 Apr-29 $19,000 $40,000 $5,000 $25,000 $89,000 $0 $129,823,894
70 May-29 $15,000 $40,000 $2,500 $25,000 $82,500 $0 $129,906,394
71 Jun-29 $15,000 $40,000 $2,500 $25,000 $82,500 $0 $129,988,894
72 Jul-29 $3,000 $5,208 $14,681 $22,889 $0 $130,011,783
$130,011,783 $5,375,500 $11,795,208 $4,980,000 $101,521,394 $6,339,681 $130,011,783 $1,238,043Commissioning & Close outConstruction Phase5/29/2025 Page 6 of 7
Town of ReadingKillam Elementary SchoolEstimated Project Cash Flow GraphMay 29, 2025$0$20,000,000$40,000,000$60,000,000$80,000,000$100,000,000$120,000,000$140,000,000Estimated ExpenditureActual Expenditure4:07 PM 5/29/2025Page 7 of 7
100 Federal Street
Floor 13
Boston, MA 02110
Main: +1 617 330 8000
www.cplusa.com
March 25, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J Warren Killam Elementary School Designer Services
Invoice # 21534
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed the attached invoice and finds that the invoice is in
compliance with the contract and the amount is appropriate for the scope of services delivered during
this time period.
The referenced invoice is # 21534 for Lavallee Brensinger Architects, for the Month of January
2025. The total recommended Payment is $52,444.80.
We recommend payment of this amount, using the following ProPay Codes and Breakdowns.
Invoice
Number
Task Request
This Period
ProPay
Code
21534 A&E – Schematic Design $45,000.00 0002-0000
21534 A&E – Other – Traffic $7,444.80 0003-0000
Please feel free to contact me at (781) 844-0098 if you have any questions concerning this invoice.
Sincerely,
A. Michael Carroll III
Project Director
Attachment:
2025 01 LBA Inv#21534
Invoice Total:$52,444.80
Customer PO #23004647-001
Matthew Kraunelis
Town of Reading MA
16 Lowell Street
Reading, MA 01867
February 17, 2025
Project No:23-106-00
Invoice No:21534
155 Dow Street, Suite 400
Manchester, NH 03101
603-622-5450
Project 23-106-00 Reading Killam Elementary School
Professional Services from January 1, 2025 to January 31, 2025
Task 025 Feasibility Study
Fee
Total Fee 400,000.00
Percent Complete 100.00 Total Earned 400,000.00
Previous Fee Billing 400,000.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Task
Task 026 Reimbursable Expenses
0.00Total this Task
Task 100 Basic Services
Phase 002 Schematic Design
Fee
Total Fee 450,000.00
Percent Complete 95.00 Total Earned 427,500.00
Previous Fee Billing 382,500.00
Current Fee Billing 45,000.00
Total Fee 45,000.00
$45,000.00Total this Phase
$45,000.00Total this Task
Task 101 Reimbursable Expenses - Basic
0.00Total this Task
Task 200 Add Services
Phase 001 Amendment #1 - Survey
Fee
Total Fee 26,400.00
Percent Complete 100.00 Total Earned 26,400.00
Previous Fee Billing 26,400.00
Project 2153423-106-00 Reading Killam Elementary School Invoice
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 002 Amendment #2 - Traffic
Fee
Total Fee 120,450.00
Percent Complete 72.6311 Total Earned 87,484.10
Previous Fee Billing 80,039.30
Current Fee Billing 7,444.80
Total Fee 7,444.80
$7,444.80Total this Phase
Phase 003 Amendment #3 - HazMat
Fee
Total Fee 4,950.00
Percent Complete 100.00 Total Earned 4,950.00
Previous Fee Billing 4,950.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 004 Amendment #4 - Environmental
Fee
Total Fee 14,520.00
Percent Complete 100.00 Total Earned 14,520.00
Previous Fee Billing 14,520.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 005 Amendment #5 - GeoTech
Fee
Total Fee 41,800.00
Percent Complete 100.00 Total Earned 41,800.00
Previous Fee Billing 41,800.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 006 Amendment #6 - Soil Testing
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
Page 2
Project 2153423-106-00 Reading Killam Elementary School Invoice
0.00Total this Phase
Phase 007 Amendment #7 - HVAC Cost Estimate
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 008 Amendment #8 - SD Energy Modeling
Fee
Total Fee 16,500.00
Percent Complete 0.00 Total Earned 0.00
Previous Fee Billing 0.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 009 Amendment #9 - Presentation Boards
Fee
Total Fee 2,753.94
Percent Complete 100.00 Total Earned 2,753.94
Previous Fee Billing 2,753.94
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
$7,444.80Total this Task
$52,444.80Total this Invoice
Project Outstanding Invoices
Invoice Number Invoice Date Balance Due
21321 1/13/2025 74,308.40
Total 74,308.40
Current Prior Total
Billings to Date 52,444.80 958,463.24 1,010,908.04
Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence.
Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are
subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate.
Page 3
Lavallee Brensinger Architects
99 Bedford Street
Boston, MA 02111
December 13, 2024
Invoice No:0400806
Project NEX-2300326.00 Reading, MA - J. Warren Killiam Elementary School MSBA Project (sub
LBPA)
LBA Project No: 23-106-00
Services Rendered Include: Preparation for and attendance at Community Meeting on 11/4/24; Project team meeting on 11/6/24 to
review potential new layout; Meeting with Town staff on 11/13/24 to review proposed layout and improvements; Performed analysis of
proposed alternative; Prepared Traffic Study for Schematic Design Report.
Professional Services from October 19, 2024 to November 29, 2024
Task 00001 Feasibility Study
Fee
Billing Phase Fee
Percent
Complete
Fee
Earned
Prior
Earned
Current
Earned
Feasibility Study 29,800.00 100.00 29,800.00 29,800.00 0.00
Total Fee 29,800.00 29,800.00 29,800.00 0.00
Total Fee 0.00
0.00Total this Task
Task 00002 Schematic Design
Fee
Billing Phase Fee
Percent
Complete
Fee
Earned
Prior
Earned
Current
Earned
Schematic Design 66,300.00 55.00 36,465.00 25,857.00 10,608.00
Total Fee 66,300.00 36,465.00 25,857.00 10,608.00
Total Fee 10,608.00
$10,608.00Total this Task
Task 00003 Meetings
Fee
Billing Phase Fee
Percent
Complete
Fee
Earned
Prior
Earned
Current
Earned
Meetings 13,400.00 99.00 13,266.00 12,462.00 804.00
Total Fee 13,400.00 13,266.00 12,462.00 804.00
Total Fee 804.00
$804.00Total this Task
$11,412.00Total this Invoice
Project 0400806NEX-2300326.00 Reading MA - J.Warren Killiam Elem-LBPA Invoice
Billings to Date
Current Prior Total
Fee 11,412.00 68,119.00 79,531.00
Totals 11,412.00 68,119.00 79,531.00
Page 2
J.W. Killam Elementary SchoolAdditional Service Invoice TrackerIssued: 3/5/2025Project #: 23-106-00Issued by: Jenni Katajamaki, Project Manager, Lavallee Brensinger Architects19820 19969 20157 20369 20516 20640 20830 20910 21043 21241 21321 21534Feb March April May June July August September October November December January002Amendment #2 - Traffic120,450.00$ Consultant Invoice17,820.00$ 19,216.00$ -$ 12,766.00$ 5,967.00$ -$ 5,315.00$ 1,989.00$ 402.00$ 4,644.00$ -$ 11,412.00$ 79,531.00$ GPILBA 10% markup1,782.00$ 1,921.60$ -$ 1,276.60$ 596.70$ -$ 531.50$ 198.90$ 40.20$ 464.40$ -$ 1,141.20$ 7,953.10$ Amount Earned19,602.00$ 21,137.60$ -$ 14,042.60$ 6,563.70$ -$ 5,846.50$ 2,187.90$ 442.20$ 5,108.40$ -$ 12,553.20$ 87,484.10$ Amount Billed12,045.00$ 57,816.00$ -$ 2,409.00$ (10,924.10)$ -$ 5,846.60$ 2,187.80$ 442.50$ 5,108.40$ 5,108.40$ 7,444.80$ 87,484.40$ 003Amendment #3 - HazMat4,950.00$ Consultant Invoice4,500.00$ -$ 4,500.00$ UECLBA 10% markup450.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 450.00$ Amount Earned4,950.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4,950.00$ Amount Billed4,950.00$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4,950.00$ 004Amendment #4 - Environmental14,520.00$ Consultant Invoice-$ 2,800.00$ -$ 10,400.00$ -$ -$ -$ -$ -$ -$ -$ -$ 13,200.00$ FSLBA 10% markup-$ 280.00$ -$ 1,040.00$ -$ -$ -$ -$ -$ -$ -$ -$ 1,320.00$ Amount Earned-$ 3,080.00$ -$ 11,440.00$ -$ -$ -$ -$ -$ -$ -$ -$ 14,520.00$ Amount Billed-$ 2,904.00$ -$ 11,616.00$ -$ -$ -$ -$ -$ -$ -$ -$ 14,520.00$ 005Amendment #5 - GeoTech41,800.00$ Consultant Invoice-$ -$ -$ 16,000.00$ -$ -$ -$ -$ -$ 22,000.00$ -$ -$ 38,000.00$ LGCILBA 10% markup-$ -$ -$ 1,600.00$ -$ -$ -$ -$ -$ 2,200.00$ -$ -$ 3,800.00$ Amount Earned-$ -$ -$ 17,600.00$ -$ -$ -$ -$ -$ 24,200.00$ -$ -$ 41,800.00$ Amount Billed-$ -$ -$ 18,810.00$ (1,210.00)$ -$ -$ -$ -$ 24,200.00$ -$ -$ 41,800.00$ 006Amendment #6 - Soil Testing2,750.00$ Consultant Invoice-$ -$ -$ -$ -$ -$ 375.00$ 1,750.00$ 375.00$ -$ -$ -$ 2,500.00$ SamiotesLBA 10% markup-$ -$ -$ -$ -$ -$ 37.50$ 175.00$ 37.50$ -$ -$ -$ 250.00$ Amount Earned-$ -$ -$ -$ -$ -$ 412.50$ 1,925.00$ 412.50$ -$ -$ -$ 2,750.00$ Amount Billed-$ -$ -$ -$ -$ -$ 412.50$ 1,925.00$ 412.50$ -$ -$ -$ 2,750.00$ 007Amendment #7 - HVAC Cost Estimate2,750.00$ Consultant Invoice-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ PM&CLBA 10% markup-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Amount Earned-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Amount Billed-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 008Amendment #8 - SD Energy Modeling16,500.00$ Consultant Invoice-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ LBA 10% markup-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Amount Earned-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ Amount Billed-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 009Amendment #9 - Presentation Boards2,753.94$ Consultant Invoice-$ -$ -$ -$ -$ -$ -$ -$ -$ 478.13$ -$ -$ 478.13$ LBA 10% markup-$ -$ -$ -$ -$ -$ -$ -$ -$ 47.81$ -$ -$ 47.81$ LBA Labor-$ -$ -$ -$ -$ -$ -$ -$ -$ 2,228.00$ -$ -$ 2,228.00$ Amount Earned-$ -$ -$ -$ -$ -$ -$ -$ -$ 2,753.94$ -$ -$ 2,753.94$ Amount Billed-$ -$ -$ -$ -$ -$ -$ -$ -$ 2,753.94$ -$ -$ 2,753.94$ Total to DateTask Add Service Total Fee
100 Federal Street
Floor 13
Boston, MA 02110
www.cplusa.com
March 25, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J Warren Killam Elementary School Project Management Services
Invoice #0001031858
Dear Mr. Kraunelis:
Attached please find Colliers Project Leaders (CPL) invoice #0001031858, in the amount of
$56,699.75 for Owner Project Manager services as authorized in Contract for the J Warren Killam
Elementary School Project, during the month of January and February 2025.
In the period of January 1 - February 28, 2025, the specific tasks undertaken and billed to this invoice
include:
· Prepare and attend in person School Building Committee meeting for November.
· Attend School Committee Meeting for January and February.
· Attend and prepared agendas for XLT Meetings.
· Attend Communications group meetings.
· Review Architect invoice.
· Attend Select Board meeting.
· Attend sustainability group meeting.
· Coordinate and submit MSBA SD documents.
· Coordinate with the district and MSBA on the Vote Language.
· Prepare and coordinated SD Cost Estimates.
Please take note of our new remit to address;101 Crawfords Corner Road Suite 3400, Holmdel, New
Jersey 07733. Please feel free to contact me at (508) 215-6050 if you have any questions concerning this
invoice.
Sincerely,
A. Michael Carroll III
Project Director
Attachement : 2025 01&02 Colliers Invoice #1031858 $56,699.75 ProPay Code: 0001-0000
For Professional Services Rendered Through 2/28/2025
Current Billings 56,699.75 5
Amount Due This Bill 56,699.75
Billings
Fee Remaining Fee % Complete To Date Previous Current
Feasibility Study / Schematic Design Phase 335,500.00 17,390.50 94.82 318,109.50 276,909.75 41,199.75
Cost Estimating 15,500.00 0.00 100.00 15,500.00 0.00 15,500.00
Subtotal:351,000.00 17,390.50 95.05 333,609.50 276,909.75 56,699.75
mike.carroll@collierseng.com
shirley.ng@Collierseng.com
Town of Reading
Attn: Matt Kraunelis
16 Lowell St
Reading, MA 01867
Invoice : 0001031858
Invoice Date : 3/6/2025
Project : 23010425A
Project Manager: Osterman, Derek
Project Name : Reading MA/ OPM - J. Warren
Killam Elementary School
REMIT TO: Colliers Project Leaders USA NE, LLC 101 Crawfords Corner Road, Suite 3400 | Holmdel, NJ 07733
Phone: 877-627-3772 | Fax: 732-383-1980
In accordance with our business terms and conditions, acceptance of this invoice is implied unless Colliers Project Leaders USA NE, LLC is notified by 14 days from the date of this invoice.
If timely payment cannot be made due to any discrepancy, please E-mail a brief explanation to Billing@colliersengineering.com and we will reply as soon as possible.
EFT/ACH PAYMENT INFO: Colliers Engineering & Design, Inc. | JP Morgan Chase | Routing 021000021 | Account# 836759092
Project: 23010425A - Reading MA/ OPM - J. Warren Killam Elementary School Invoice: 0001031858
PM02 - Feasibility Study / Schematic Design Phase
Labor
Rate Labor
Class Hours Rate Amount
Assistant Project Manager 35.50 174.0000 6,177.00
Financial Specialists 3.50 162.0000 567.00
16.00 168.0000 2,688.00
Total Financial Specialists 19.50 3,255.00
Project Director 9.50 328.0000 3,116.00
14.75 341.0000 5,029.75
1.00 498.0000 498.00
Total Project Director 25.25 8,643.75
Project Manager 96.00 200.0000 19,200.00
Senior Construction Representative 18.00 218.0000 3,924.00
Total Rate Labor 41,199.75
Total Labor 41,199.75
Total Bill Task: PM02 - Feasibility Study / Schematic Design Phase 41,199.75
PM03 - Cost Estimating
Outside Services
Expenses
Account / Vendor Amount
Subcontractors - Other
A.M. Fogarty & Associates, Inc.15,500.00
Total Expenses 15,500.00
Total Outside Services 15,500.00
Total Project: 23010425A - Reading MA/ OPM - J. Warren Killam Elementary School 56,699.75
Page: 1
100 Federal Street
Floor 13
Boston, MA 02110
Main: +1 617 330 8000
www.cplusa.com
April 29, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J Warren Killam Elementary School Designer Services
Invoice # 21784
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed the attached invoice and finds that the invoice is in
compliance with the contract and the amount is appropriate for the scope of services delivered during
this time period.
The referenced invoice is # 21784 for Lavallee Brensinger Architects, for the Month of March
2025. The total recommended Payment is $268,040.00.
We recommend payment of this amount, using the following ProPay Codes and Breakdowns.
Invoice
Number
Task Request
This Period
ProPay
Code
21784 A&E – Other – SD Energy Modeling $16,500.00 0003-0000
21784 Other Project Costs – Continuation of Services $250,000.00 0004-0000
21784 A&E – Other – HVAC System Comparison Estimate $1,540.00 0003-0000
Please feel free to contact me at (781) 844-0098 if you have any questions concerning this invoice.
Sincerely,
A. Michael Carroll III
Project Director
Attachment:
2025 03 LBA Inv#21784
Invoice Total:$268,783.08
Customer PO #23004647-001
Matthew Kraunelis
Town of Reading MA
16 Lowell Street
Reading, MA 01867
April 14, 2025
Project No:23-106-00
Invoice No:21784
155 Dow Street, Suite 400
Manchester, NH 03101
603-622-5450
Project 23-106-00 Reading Killam Elementary School
Professional Services from March 1, 2025 to March 31, 2025
Task 025 Feasibility Study
Fee
Total Fee 400,000.00
Percent Complete 100.00 Total Earned 400,000.00
Previous Fee Billing 400,000.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Task
Task 026 Reimbursable Expenses
0.00Total this Task
Task 100 Basic Services
Phase 002 Schematic Design
Fee
Total Fee 450,000.00
Percent Complete 100.00 Total Earned 450,000.00
Previous Fee Billing 450,000.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
0.00Total this Task
Task 101 Reimbursable Expenses - Basic
0.00Total this Task
Task 200 Add Services
Phase 001 Amendment #1 - Survey
Fee
Total Fee 26,400.00
Percent Complete 100.00 Total Earned 26,400.00
Previous Fee Billing 26,400.00
Project 2178423-106-00 Reading Killam Elementary School Invoice
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 002 Amendment #2 - Traffic
Fee
Total Fee 120,450.00
Percent Complete 76.2639 Total Earned 91,859.90
Previous Fee Billing 91,859.90
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 003 Amendment #3 - HazMat
Fee
Total Fee 4,950.00
Percent Complete 100.00 Total Earned 4,950.00
Previous Fee Billing 4,950.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 004 Amendment #4 - Environmental
Fee
Total Fee 14,520.00
Percent Complete 100.00 Total Earned 14,520.00
Previous Fee Billing 14,520.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 005 Amendment #5 - GeoTech
Fee
Total Fee 41,800.00
Percent Complete 100.00 Total Earned 41,800.00
Previous Fee Billing 41,800.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 006 Amendment #6 - Soil Testing
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
Page 2
Project 2178423-106-00 Reading Killam Elementary School Invoice
0.00Total this Phase
Phase 007 Amendment #7 - HVAC Cost Estimate
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 008 Amendment #8 - SD Energy Modeling
Fee
Total Fee 16,500.00
Percent Complete 100.00 Total Earned 16,500.00
Previous Fee Billing 0.00
Current Fee Billing 16,500.00
Total Fee 16,500.00
$16,500.00Total this Phase
Phase 009 Amendment #9 - Presentation Boards
Fee
Total Fee 2,753.94
Percent Complete 100.00 Total Earned 2,753.94
Previous Fee Billing 2,753.94
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 010 Amendment #13 - Continuation of Services
Fee
Total Fee 500,000.00
Percent Complete 50.00 Total Earned 250,000.00
Previous Fee Billing 0.00
Current Fee Billing 250,000.00
Total Fee 250,000.00
$250,000.00Total this Phase
Phase 011 Amendment #11 - HVAC System Comparison Estimate
Fee
Total Fee 1,540.00
Percent Complete 100.00 Total Earned 1,540.00
Previous Fee Billing 0.00
Current Fee Billing 1,540.00
Total Fee 1,540.00
$1,540.00Total this Phase
Page 3
Project 2178423-106-00 Reading Killam Elementary School Invoice
$268,040.00Total this Task
Interest
1.00%of 74,308.40 (balance over 60 days)743.08
$268,783.08Total this Invoice
Project Outstanding Invoices
Invoice Number Invoice Date Balance Due
21321 1/13/2025 74,308.40
21534 2/17/2025 52,444.80
21562 3/10/2025 26,875.80
Total 153,629.00
Current Prior Total
Billings to Date 268,783.08 1,037,783.84 1,306,566.92
Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence.
Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are
subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate.
Page 4
Matthew Kraunelis
Town of Reading MA
16 Lowell Street
Reading, MA 01867
May 26, 2025
Invoice No:CM21784
155 Dow Street, Suite 400
Manchester, NH 03101
(603) 622-5450
Project 23-106-00 Reading Killam Elementary School
Credit for Invoice 000000021784
Interest -450.00
-$450.00Total this Task
-$450.00Total this Phase
Interest -51.08
-$51.08Total this Task
Project CM2178423-106-00 Reading Killam Elementary School Credit Memo
Interest -242.00
-$242.00Total this Task
-$293.08Total this Phase
-$743.08
-$743.08Total this Invoice
Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence.
Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are
subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate.
Page 2
Subtotal
billing contractcompletebillingPhaseFee
9,900.00
Currency
Total this Invoice
Invoice subtotal
USD
Bank:
Percent Previous
Progress detail
Current Remaining
Invoice Date:
Payment Terms:
Project No:
Invoice No:
9,900.00
0.00
9,900.00
5,100.00
25,000.00 79.60%10,000.00 9,900.00 5,100.00
9300 FS-SD 25,000.00 79.60%10,000.00 9,900.00
Killam Elementary School - Schematic Design
LBA Project Number: 23-106-00
For professional services through Friday, November 22, 2024
Killam Elementary School - SD 0.00 0.00%0.00 0.00 0.00
Lavallee Brensinger Architects Friday, November 22, 2024
Jenni Katajamaki Net 30 Days
Attn: Accounts Payable
155 Dow Street, Suite 400
Manchester, NH 03101
USA
P23264_00
ARIV0004210
Federal Tax ID:13-1251070 Thornton Tomasetti, Inc.
P.O. Box 781187 Philadelphia, PA 19178-1187 USA
INVOICE Please send remittance advice to:
accountsreceivable@thorntontomasetti.com
Subtotal
Thornton Tomasetti, Inc.
120 Broadway
New York, NY 10271
USA
Routing Number:121000248
Account #:2000039485775
Account Name:Thornton Tomasetti, Inc.
Swift:WFBIUS6S
Office: 14 York Street, Suite 201 Portland, ME 04101 USA
207.245.6060
Currency
Total this Invoice
Invoice subtotal 5,100.00
Subtotal
billing contractcompletebillingPhaseFee
USD
5,100.00
0.00
5,100.00
0.00
25,000.00 100.00%19,900.00 5,100.00 0.00
9300 FS-SD 25,000.00 100.00%19,900.00 5,100.00
Killam Elementary School - Schematic Design
LBA Project Number: 23-106-00
For professional services through Friday, February 21, 2025
Killam Elementary School - SD 0.00 0.00%0.00 0.00 0.00
Percent Previous
Progress detail
Current Remaining
Jenni Katajamaki Net 30 Days
Attn: Accounts Payable
155 Dow Street, Suite 400
Manchester, NH 03101
USA
P23264_00
ARIV0008829Invoice No:
Payment Terms:
Project No:
INVOICE
Please send remittance advice to:
P.O. Box 781187 Philadelphia, PA 19178-1187 USA
accountsreceivable@thorntontomasetti.com
Lavallee Brensinger Architects Friday, February 21, 2025Invoice Date:
WFBIUS6S
Federal Tax ID:13-1251070 Thornton Tomasetti, Inc.
420 Montgomery Street San Francisco, CA 94104 USA
Bank:
Subtotal
Thornton Tomasetti, Inc.
120 Broadway
New York, NY 10271
USA
Routing Number:121000248
Account #:2000039485775
Account Name:Thornton Tomasetti, Inc.
Swift:
Office: 14 York Street, Suite 201 Portland, ME 04101 USA
207.245.6060
Invoice
Date
11/20/2024
Invoice #
24-1868
Lavallee Brensinger Architects
155 Dow Street, Suite 400
Manchester, NH 03101
Job / PO NumberProject Name
Total
Balance Due
Payments/Credits
20 Downer Avenue, Suite 5
Hingham, MA 02043
Bill To:
Bank Details:
JPMorgan Chase Bank
Hingham Shipyard
ABA/Routing Number: 021000021
BIC/SWIFT Code: CHAUS33
Account Number: 932507335
Description Amount
Killam Elementary Additional HVAC Option Study Estimate 1,400.00
$1,400.00
$1,400.00
$0.00
100 Federal Street
Floor 13
Boston, MA 02110
Main: +1 617 330 8000
www.cplusa.com
March 25, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J Warren Killam Elementary School Designer Services
Invoice # 21562
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed the attached invoice and finds that the invoice is in
compliance with the contract and the amount is appropriate for the scope of services delivered during
this time period.
The referenced invoice is # 21562 for Lavallee Brensinger Architects, for the Month of February
2025. The total recommended Payment is $26,875.80.
We recommend payment of this amount, using the following ProPay Codes and Breakdowns.
Invoice
Number
Task Request
This Period
ProPay
Code
21562 A&E – Schematic Design $22,500.00 0002-0000
21562 A&E – Other – Traffic $4,375.80 0003-0000
Please feel free to contact me at (781) 844-0098 if you have any questions concerning this invoice.
Sincerely,
A. Michael Carroll III
Project Director
Attachment:
2025 02 LBA Inv#21562
Invoice Total:$26,875.80
Customer PO #23004647-001
Matthew Kraunelis
Town of Reading MA
16 Lowell Street
Reading, MA 01867
March 10, 2025
Project No:23-106-00
Invoice No:21562
155 Dow Street, Suite 400
Manchester, NH 03101
603-622-5450
Project 23-106-00 Reading Killam Elementary School
Professional Services from February 1, 2025 to February 28, 2025
Task 025 Feasibility Study
Fee
Total Fee 400,000.00
Percent Complete 100.00 Total Earned 400,000.00
Previous Fee Billing 400,000.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Task
Task 026 Reimbursable Expenses
0.00Total this Task
Task 100 Basic Services
Phase 002 Schematic Design
Fee
Total Fee 450,000.00
Percent Complete 100.00 Total Earned 450,000.00
Previous Fee Billing 427,500.00
Current Fee Billing 22,500.00
Total Fee 22,500.00
$22,500.00Total this Phase
$22,500.00Total this Task
Task 101 Reimbursable Expenses - Basic
0.00Total this Task
Task 200 Add Services
Phase 001 Amendment #1 - Survey
Fee
Total Fee 26,400.00
Percent Complete 100.00 Total Earned 26,400.00
Previous Fee Billing 26,400.00
Project 2156223-106-00 Reading Killam Elementary School Invoice
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 002 Amendment #2 - Traffic
Fee
Total Fee 120,450.00
Percent Complete 76.2639 Total Earned 91,859.90
Previous Fee Billing 87,484.10
Current Fee Billing 4,375.80
Total Fee 4,375.80
$4,375.80Total this Phase
Phase 003 Amendment #3 - HazMat
Fee
Total Fee 4,950.00
Percent Complete 100.00 Total Earned 4,950.00
Previous Fee Billing 4,950.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 004 Amendment #4 - Environmental
Fee
Total Fee 14,520.00
Percent Complete 100.00 Total Earned 14,520.00
Previous Fee Billing 14,520.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 005 Amendment #5 - GeoTech
Fee
Total Fee 41,800.00
Percent Complete 100.00 Total Earned 41,800.00
Previous Fee Billing 41,800.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 006 Amendment #6 - Soil Testing
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
Page 2
Project 2156223-106-00 Reading Killam Elementary School Invoice
0.00Total this Phase
Phase 007 Amendment #7 - HVAC Cost Estimate
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 008 Amendment #8 - SD Energy Modeling
Fee
Total Fee 16,500.00
Percent Complete 0.00 Total Earned 0.00
Previous Fee Billing 0.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 009 Amendment #9 - Presentation Boards
Fee
Total Fee 2,753.94
Percent Complete 100.00 Total Earned 2,753.94
Previous Fee Billing 2,753.94
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
$4,375.80Total this Task
$26,875.80Total this Invoice
Project Outstanding Invoices
Invoice Number Invoice Date Balance Due
21321 1/13/2025 74,308.40
21534 2/17/2025 52,444.80
Total 126,753.20
Current Prior Total
Billings to Date 26,875.80 1,010,908.04 1,037,783.84
Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence.
Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are
subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate.
Page 3
Lavallee Brensinger Architects
99 Bedford Street
Boston, MA 02111
January 20, 2025
Invoice No:0403643
Project NEX-2300326.00 Reading, MA - J. Warren Killiam Elementary School MSBA Project (sub
LBPA)
LBA Project No: 23-106-00
Services Rendered Include: Finalized Traffic Study for submission to MSBA as part of Schematic Design Report.
Professional Services from November 30, 2024 to December 27, 2024
Task 00001 Feasibility Study
Fee
Billing Phase Fee
Percent
Complete
Fee
Earned
Prior
Earned
Current
Earned
Feasibility Study 29,800.00 100.00 29,800.00 29,800.00 0.00
Total Fee 29,800.00 29,800.00 29,800.00 0.00
Total Fee 0.00
0.00Total this Task
Task 00002 Schematic Design
Fee
Billing Phase Fee
Percent
Complete
Fee
Earned
Prior
Earned
Current
Earned
Schematic Design 66,300.00 61.00 40,443.00 36,465.00 3,978.00
Total Fee 66,300.00 40,443.00 36,465.00 3,978.00
Total Fee 3,978.00
$3,978.00Total this Task
Task 00003 Meetings
Fee
Billing Phase Fee
Percent
Complete
Fee
Earned
Prior
Earned
Current
Earned
Meetings 13,400.00 99.00 13,266.00 13,266.00 0.00
Total Fee 13,400.00 13,266.00 13,266.00 0.00
Total Fee 0.00
0.00Total this Task
$3,978.00Total this Invoice
Project 0403643NEX-2300326.00 Reading MA - J.Warren Killiam Elem-LBPA Invoice
Billings to Date
Current Prior Total
Fee 3,978.00 79,531.00 83,509.00
Totals 3,978.00 79,531.00 83,509.00
Page 2
100 Federal Street
Floor 13
Boston, MA 02110
Main: +1 617 330 8000
www.cplusa.com
April 29, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J Warren Killam Elementary School Designer Services
Invoice # 21866
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed the attached invoice and finds that the invoice is in
compliance with the contract and the amount is appropriate for the scope of services delivered during
this time period.
The referenced invoice is # 21866 for Lavallee Brensinger Architects, for the Month of April 2025.
The total recommended Payment is $175,000.00.
We recommend payment of this amount, using the following ProPay Codes and Breakdowns.
Invoice
Number
Task Request
This Period
ProPay
Code
21866 Other Project Costs – Continuation of Services $175,000.00 0004-0000
Please feel free to contact me at (781) 844-0098 if you have any questions concerning this invoice.
Sincerely,
A. Michael Carroll III
Project Director
Attachment:
2025 04 LBA Inv#21866
Invoice Total:$175,000.00
Customer PO #23004647-001
Matthew Kraunelis
Town of Reading MA
16 Lowell Street
Reading, MA 01867
May 12, 2025
Project No:23-106-00
Invoice No:21866
155 Dow Street, Suite 400
Manchester, NH 03101
603-622-5450
Project 23-106-00 Reading Killam Elementary School
Professional Services from April 1, 2025 to April 30, 2025
Task 025 Feasibility Study
Fee
Total Fee 400,000.00
Percent Complete 100.00 Total Earned 400,000.00
Previous Fee Billing 400,000.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Task
Task 026 Reimbursable Expenses
0.00Total this Task
Task 100 Basic Services
Phase 002 Schematic Design
Fee
Total Fee 450,000.00
Percent Complete 100.00 Total Earned 450,000.00
Previous Fee Billing 450,000.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
0.00Total this Task
Task 101 Reimbursable Expenses - Basic
0.00Total this Task
Task 200 Add Services
Phase 001 Amendment #1 - Survey
Fee
Total Fee 26,400.00
Percent Complete 100.00 Total Earned 26,400.00
Previous Fee Billing 26,400.00
Project 2186623-106-00 Reading Killam Elementary School Invoice
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 002 Amendment #2 - Traffic
Fee
Total Fee 120,450.00
Percent Complete 76.2639 Total Earned 91,859.90
Previous Fee Billing 91,859.90
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 003 Amendment #3 - HazMat
Fee
Total Fee 4,950.00
Percent Complete 100.00 Total Earned 4,950.00
Previous Fee Billing 4,950.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 004 Amendment #4 - Environmental
Fee
Total Fee 14,520.00
Percent Complete 100.00 Total Earned 14,520.00
Previous Fee Billing 14,520.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 005 Amendment #5 - GeoTech
Fee
Total Fee 41,800.00
Percent Complete 100.00 Total Earned 41,800.00
Previous Fee Billing 41,800.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 006 Amendment #6 - Soil Testing
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
Page 2
Project 2186623-106-00 Reading Killam Elementary School Invoice
0.00Total this Phase
Phase 007 Amendment #7 - HVAC Cost Estimate
Fee
Total Fee 2,750.00
Percent Complete 100.00 Total Earned 2,750.00
Previous Fee Billing 2,750.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 008 Amendment #8 - SD Energy Modeling
Fee
Total Fee 16,500.00
Percent Complete 100.00 Total Earned 16,500.00
Previous Fee Billing 16,500.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 009 Amendment #9 - Presentation Boards
Fee
Total Fee 2,753.94
Percent Complete 100.00 Total Earned 2,753.94
Previous Fee Billing 2,753.94
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 010 Amendment #13 - Continuation of Services
Fee
Total Fee 500,000.00
Percent Complete 85.00 Total Earned 425,000.00
Previous Fee Billing 250,000.00
Current Fee Billing 175,000.00
Total Fee 175,000.00
$175,000.00Total this Phase
Phase 011 Amendment #11 - HVAC System Comparison Estimate
Fee
Total Fee 1,540.00
Percent Complete 100.00 Total Earned 1,540.00
Previous Fee Billing 1,540.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
Phase 012 Amendment #12 - Geothermal Test Well
Page 3
IDTask ModeTask NameDuration Start Finish Predecessors1Forming the Team (MSBA MOD 02)187 daysThu 4/13/23Tue 12/12/232OPM Selection86.5 daysThu 4/13/23Thu 8/3/2310Design Team Selection99.25 daysMon 8/7/23Tue 12/12/2328Feasibility (MSBA MOD 03)244 daysMon 12/18/23Wed 10/30/2463Schematic Design (MSBA MOD 04)149 daysWed 10/16/24Wed 4/30/2564Schematic Design28 daysWed 10/30/24Fri 12/6/246265Meetings - SBC73 daysWed 10/16/24Wed 1/22/2571SD Cost Estimates20 daysMon 12/9/24Mon 1/6/2564FS+1 day72Establish Project Scope & Budget10 daysWed 1/15/25Wed 1/29/2571,69,70FF73Establish CM@R or ch1490.88 daysMon 12/16/24Mon 12/16/2471,69,70FF74OPM Informational email to MSBA0.88 daysFri 1/31/25Fri 1/31/2572FS+5 days,7075Schematic Design Report Submission including DESE submittal0 daysMon 2/10/25Mon 2/10/2574FS+6 days,7376MSBA SD Review36.88 daysTue 2/11/25Fri 3/28/2575FS+1 day77District Response to MSBA SD Review Comments11 daysMon 3/31/25Fri 4/11/257678Project Scope and Budget Conference0 daysWed 3/26/25Wed 3/26/257779MSBA Board Approval Schematic Design13 daysFri 4/11/25Wed 4/30/2577,7880Extended Design Prior to the Start of DD46 daysMon 3/10/25Tue 5/13/2581Extendend Design46 daysMon 3/10/25Tue 5/13/257582Owner release into DD0 daysTue 5/13/25Tue 5/13/25818384Funding the Project (MSBA MOD 05)96.75 daysWed 1/8/25Tue 5/13/2585Reading Funding Process96.75 daysWed 1/8/25Tue 5/13/2586Develop Meeting & Vote Language26.88 daysWed 1/8/25Thu 2/13/2591Special Town Meeting61.25 daysThu 2/13/25Mon 5/12/25100Town Meeting32.13 daysTue 3/25/25Thu 5/8/25104Popular Election34.5 daysTue 3/25/25Tue 5/13/25109Design Development (MODULE 6)267 daysFri 5/23/25Thu 5/7/26110Design Development (DD)91.75 daysFri 5/23/25Fri 9/19/25111Design Development Drawings41 daysFri 5/23/25Thu 7/17/25108,82112Register Project with USBGC0 daysThu 7/3/25Thu 7/3/25111FS-10 days113DD Cost Estimating15 daysThu 7/17/25Tue 8/5/25111114DD Estimate Reconciliation Meeting2 daysWed 8/6/25Thu 8/7/25113115Finalize VE log and Reconciled Budget2 daysThu 8/7/25Mon 8/11/25114116Review Budget with XLT0 daysMon 8/11/25Mon 8/11/251152/103/265/137/38/11AMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJHalf 1, 2023Half 2, 2023Half 1, 2024Half 2, 2024Half 1, 2025Half 2, 2025Half 1, 2026Half 2, 2026Half 1, 2027Half 2, 2027Half 1, 2028Half 2, 2028Half 1, 2029Half 2, 2029TaskMilestoneSummaryKilliam Elementary School Page 1Project: 2023 09-18 Reading KiDate: Mon 6/2/25
IDTask ModeTask NameDuration Start Finish Predecessors117Issue SBC Documents4 daysMon 8/11/25Fri 8/15/25116118SBC Meeting1 dayFri 8/15/25Mon 8/18/25114FS+6 days,117119SBC Meeting - Approve DD Submission0 daysMon 8/18/25Mon 8/18/25118120Submit DD Pacakge to MSBA0 daysTue 8/19/25Tue 8/19/25119FS+1 day,112121MSBA Review and Comments15 daysTue 8/19/25Mon 9/8/25120122Respond to MSBA DD comments10 daysMon 9/8/25Fri 9/19/2512112360% Construction Documents Phase (60% CD)90.5 daysTue 8/19/25Mon 12/15/2512460% Construction Drawings40 daysTue 8/19/25Thu 10/9/25120125SBC Meeting0 daysThu 10/9/25Thu 10/9/2512412660% CDs for Pricing0 daysThu 10/9/25Thu 10/9/2512512760% CD Cost Estimating15 daysThu 10/9/25Wed 10/29/2512612860% CD Reconciliation Meeting2 daysWed 10/29/25Fri 10/31/25127129Finalize VE log and Reconciled Budget2 daysFri 10/31/25Tue 11/4/25128130Review Budget with XLT0 daysTue 11/4/25Tue 11/4/25129131Issue SBC Documents2 daysTue 11/4/25Thu 11/6/25130132SBC Meeting - Approve 60% Submission1 dayMon 11/10/25Mon 11/10/25128FS+4 days,131FS+2 days133Feasibility Study DCAMM Designer Evaluation 1 dayFri 10/31/25Mon 11/3/25128134Submit 60% CD Package to MSBA1 dayMon 11/10/25Wed 11/12/25132135MSBA Review and Comments15 daysWed 11/12/25Wed 12/3/25134136Respond to MSBA 60% comments10 daysWed 12/3/25Mon 12/15/2513513790% Construction Documents Phase (90% CD)135.75 daysMon 11/10/25Thu 5/7/2613890% Construction Documents50 daysMon 11/10/25Fri 1/16/2613213990% CDs Issued for Cost Estimating0 daysFri 1/16/26Fri 1/16/26136,13814090% CD Cost Estimating10 daysFri 1/16/26Fri 1/30/2613914190% CD Reconciliation Meeting2 daysFri 1/30/26Mon 2/2/26140142Finalize VE log and Reconciled Budget2 daysTue 2/3/26Wed 2/4/26141143Review Budget with XLT0 daysWed 2/4/26Wed 2/4/26142144Issue SBC Documents1 dayThu 2/5/26Thu 2/5/26143145SBC Meeting - Approve 90% CD Submission0 daysMon 2/9/26Mon 2/9/26144FS+2 days146Submit 90% CD Package to MSBA4 daysMon 2/9/26Fri 2/13/26145147MSBA review of 90% Package15 daysFri 2/13/26Thu 3/5/26146148District Team's Response to MSBA Review of 90% package10 daysThu 3/5/26Wed 3/18/26147149Completion of the Bid Documents10 daysWed 3/18/26Tue 3/31/26148150SBC Meeting - Approve Bid Document Submission1 dayWed 4/1/26Thu 4/2/26149FS+1 day8/188/1910/910/911/41/162/42/9AMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJHalf 1, 2023Half 2, 2023Half 1, 2024Half 2, 2024Half 1, 2025Half 2, 2025Half 1, 2026Half 2, 2026Half 1, 2027Half 2, 2027Half 1, 2028Half 2, 2028Half 1, 2029Half 2, 2029TaskMilestoneSummaryKilliam Elementary School Page 2Project: 2023 09-18 Reading KiDate: Mon 6/2/25
IDTask ModeTask NameDuration Start Finish Predecessors151100% CD Package MSBA Submission3 daysThu 4/2/26Tue 4/7/26150152100% CD Package to MSBA14 daysTue 4/7/26Fri 4/24/26151153100% CD DCAMM Designer Evaluation10 daysFri 4/24/26Thu 5/7/26152154Construction Phase (MODULE 7)864.38 daysFri 10/24/25Thu 11/16/28155Early Package #01 Switchgear355.75 daysMon 11/10/25Tue 3/23/27156Bid Package for Switchgear & Generator44 daysMon 11/10/25Thu 1/8/26157Completion of the Early Bid documents21 daysMon 11/10/25Tue 12/9/25138SS158Submit Advertisement for Early Bids1 dayTue 12/9/25Wed 12/10/25157159SBC Meeting - Approve Early Package-Invitation For Bid0 daysWed 12/10/25Wed 12/10/25158160Advertise for Early bid package1 dayWed 12/10/25Thu 12/11/25159161Early Bid Package Submission Period16 daysThu 12/11/25Fri 1/2/26160162Early Package Bids Due0 daysFri 1/2/26Fri 1/2/26161163SBC Meeting - Review results/ Vote to Award0 daysFri 1/2/26Fri 1/2/26162164Issue Notice of Award5 daysFri 1/2/26Thu 1/8/26163165Construction for Switchgear312.63 daysFri 1/9/26Tue 3/23/27166Execute Contract5 daysFri 1/9/26Thu 1/15/26164167Shop Drawings30 daysFri 1/16/26Thu 2/26/26166168Fabriation and Delivery300 daysFri 2/27/26Tue 3/23/27167169GC To take Deleiver of Switchgear0 daysTue 3/23/27Tue 3/23/27168170Early Package #02 Earthwork Cut down to Foundation Level142.75 daysFri 10/24/25Tue 5/12/26171Early Bid Package for Earthwork41 daysFri 10/24/25Wed 12/17/25172Completion of the Early Bid documents10 daysFri 10/24/25Thu 11/6/25131FF173Submit Advertisement for Early Bids1 dayThu 11/6/25Fri 11/7/25172174SBC Meeting - Approve Early Package-Invitation For Bid0 daysFri 11/7/25Fri 11/7/25173175Advertise for Early bid package1 dayFri 11/7/25Fri 11/7/25174176Early Bid Package Submission Period25 daysMon 11/10/25Fri 12/12/25175177Early Package Bids Due0 daysFri 12/12/25Fri 12/12/25176178SBC Meeting - Review results/ Vote to Award0 daysFri 12/12/25Fri 12/12/25177179Issue Notice of Award4 daysFri 12/12/25Wed 12/17/25178180EP Construction - Earthwork down and back up to elevation 86.5'111.63 daysWed 12/17/25Tue 5/12/26181Execute Contract5 daysWed 12/17/25Wed 12/24/25179182Shop Drawing22 daysWed 12/24/25Mon 1/26/26181183Mobilize5 daysThu 1/8/26Thu 1/15/26181FS+10 days184Fence & Erosion Control10 daysThu 1/15/26Wed 1/28/2618312/101/21/23/2311/712/1212/12AMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJHalf 1, 2023Half 2, 2023Half 1, 2024Half 2, 2024Half 1, 2025Half 2, 2025Half 1, 2026Half 2, 2026Half 1, 2027Half 2, 2027Half 1, 2028Half 2, 2028Half 1, 2029Half 2, 2029TaskMilestoneSummaryKilliam Elementary School Page 3Project: 2023 09-18 Reading KiDate: Mon 6/2/25
IDTask ModeTask NameDuration Start Finish Predecessors185Excavation approx 6' cut66 daysThu 1/29/26Thu 4/23/26184,182186Backfill approx 1.5' fill66 daysTue 2/10/26Wed 5/6/26184FS+10 days,185FF+5 days187AS Built Final Conditions5 daysWed 5/6/26Tue 5/12/26186188Early package #02 complete0 daysTue 5/12/26Tue 5/12/26187189Base Contract781.5 daysWed 11/19/25Thu 11/16/28190Prequalification Base Contract90 daysWed 11/19/25Wed 3/18/26191SBC Meeting - Approve Prequal Sub Committee (PQC)0 daysWed 11/19/25Wed 11/19/25134FS+5 days192PQC - Kick-Off0 daysWed 11/19/25Wed 11/19/25191193PQC - Approve RFQ0 daysWed 11/19/25Wed 11/19/25192194PQC - Submit Ad for Qualifications0 daysWed 11/19/25Wed 11/19/25193195PQC - Advertise for Qualifications (GCs/FSB) online1 dayWed 11/19/25Thu 11/20/25194196PQC - Qualifications Submission Period15 daysThu 11/20/25Wed 12/10/25195197Qualifications Due0 daysWed 12/10/25Wed 12/10/25196198PQC - Distribute & Review SOQs2 daysWed 12/10/25Fri 12/12/25197199PQC - Review PreQuals70 daysFri 12/12/25Mon 3/16/26198200PQC - Complete SOQ Review and Approve List of Contractors2 daysMon 3/16/26Wed 3/18/26199201Bidding Base Contract46 daysThu 4/2/26Tue 6/2/26202Advertise for bids (Central Reg, New Paper, City Hall)5 daysThu 4/2/26Wed 4/8/26200,150203Issue Bid Docs to Project Dog for Clerical Review 0 daysThu 4/2/26Thu 4/2/26151SS204Bid Documents Published Online6 daysThu 4/2/26Thu 4/9/26203205 Contractor Pre-Bid Briefing Session/Conference0 daysThu 4/9/26Thu 4/9/26204206Filed Sub-Bid time23 daysThu 4/9/26Fri 5/8/26204207 Filed Sub-Bids Due0 daysFri 5/8/26Fri 5/8/26206,205208GC Bid Time33 daysThu 4/9/26Thu 5/21/26204209 General Contractor Bids Due0 daysThu 5/21/26Thu 5/21/26208,205,207210Review Results of GC Bids with SBC3 daysThu 5/21/26Wed 5/27/26209211Vote to Approve GC Bid0 daysWed 5/27/26Wed 5/27/26210212Issue Notice of Award0 daysWed 5/27/26Wed 5/27/26211213Execute Contract4 daysWed 5/27/26Tue 6/2/26212,153214Phase 1 - Building449 daysTue 6/2/26Mon 1/3/28213,188215Move from Existing Building to New38 daysMon 1/3/28Fri 2/18/28214216Occupy5 daysSun 2/20/28Mon 2/28/28214,215217Phase 2 - Demo and Site200 daysFri 3/3/28Thu 11/16/28216FS+5 days218Project Closeout (MODULE 8)427 daysMon 1/3/28Fri 6/29/292145/1211/1911/1911/1911/1912/104/24/95/85/215/275/27AMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJASONDJFMAMJJHalf 1, 2023Half 2, 2023Half 1, 2024Half 2, 2024Half 1, 2025Half 2, 2025Half 1, 2026Half 2, 2026Half 1, 2027Half 2, 2027Half 1, 2028Half 2, 2028Half 1, 2029Half 2, 2029TaskMilestoneSummaryKilliam Elementary School Page 4Project: 2023 09-18 Reading KiDate: Mon 6/2/25
Project 2186623-106-00 Reading Killam Elementary School Invoice
Fee
Total Fee 66,924.00
Percent Complete 0.00 Total Earned 0.00
Previous Fee Billing 0.00
Current Fee Billing 0.00
Total Fee 0.00
0.00Total this Phase
$175,000.00Total this Task
$175,000.00Total this Invoice
Project Outstanding Invoices
Invoice Number Invoice Date Balance Due
21321 1/13/2025 74,308.40
21784 4/14/2025 268,783.08
Total 343,091.48
Current Prior Total
Billings to Date 175,000.00 1,306,566.92 1,481,566.92
Your mission inspires us. Our creativity and knowledge empower you. Together we achieve excellence.
Thank you for your business. Our standard payment terms are thirty (30) days from invoice date. Any amounts remaining unpaid beyond thirty (30) days are
subject to interest at a rate of 1.0% per month, 12% per annum or at the legal prevailing rate.
Page 4
100 Federal Street,
Floor 13
Boston, MA 02110
www.cplusa.com
May 29, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J. Warren Killam Elementary School Designer Amendment #15
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed and recommend the approval of Lavallee Brensinger
Architects’ Contract Amendment #15 for the J. Warren Killam Elementary School project.
Lavallee Brensinger Architects’ Contract Amendment #15 is for basic services from Design
Development phase through Closeout phase for a total of Nine Million and Fifty Thousand 00/100
Dollars ($9,050,000.00). We recommend using the following ProPay Codes and Breakdowns.
Phase Fee This Period ProPay Code
Design Development $1,887,500.00 0201-0400
Construction Documents $3,342,500.00 0201-0500
Bidding $286,500.00 0201-0600
Construction Administration $3,342,500.00 0201-0700
Closeout $191,000.00 0201-0800
As design work is ongoing, we respectfully request execution of this agreement at the earliest
opportunity. Please let us know if you have any questions.
Sincerely,
A. Michael Carroll III
Project Director
Mike.Carroll@collierseng.com
cc: Tom Milaschewski, Superintendent
Carla Nazzaro, School Building Committee Chair
Boston | Manchester | Portland | www.LBPA.com
May 27, 2025
Mr. Matthew Kraunelis
Town Manager
Town of Reading, MA
16 Lowell St.
Reading, MA 01867
E-Mail: mkraunelis@ci.reading.ma.us
Re: Killam Elementary School
Owner-Architect Contract Amendment No. 15
Dear Mr. Kraunelis,
Please find attached Amendment No. 15 to the Owner-Architect Contract. This amendment is for Basic
Services from Design Development through Closeout, as defined in the attached MSBA Designer Contract
Amendment for Design-Bid-Build.
This Amendment consists of the following:
• Add $9,050,000 for the delivery of basic services for DD-Closeout
Please refer to the attachments for additional information.
LBA agrees that we will have staff on-site during the CA phase during the building construction phase, from the
time the GC sets up the construction trailer up through building substantial completion, 3-4 days per week
depending on project needs.
Sincerely,
Leigh S. Sherwood, AIA, LEED AP, NCARB
Principal
Attachments:
- Attachment F – Contract for Designer Services Amendment No.15
- MSBA Designer Contract Amendment DBB v. February 2025 (1)
ATTACHMENT F
CONTRACT FOR DESIGNER SERVICES
AMENDMENT NO. 15
WHEREAS, the Town of Reading (“Owner”) and Lavallee Brensinger Architects (the “Designer”)
(collectively, the “Parties”) entered into a Contract for Designer Services for the Killam Elementary
School Project at the Killam Elementary School on the 12th day of December in the year Two-
Thousand Twenty-three (“Contract”); and
WHEREAS, effective as of June 2, 2025, the Parties wish to amend the Contract:
NOW, THEREFORE, in consideration of the promises and the mutual covenants contained in this
Amendment, and other good and valuable consideration, the receipt and legal sufficiency of which
are hereby acknowledged, the Parties, intending to be legally bound, hereby agree as follows:
1. The Owner hereby authorizes the Designer to perform services for the Design Development
Phase, the Construction Phases, and the Final Completion Phase of the Project, pursuant to the
terms and conditions set forth in the Contract, as amended.
2. For the performance of services required under the Contract, as amended, the Designer shall be
compensated by the Owner in accordance with the following Fee for Basic Services:
Fee for Basic Services: Original Contract After this Amendment 15
Including Amd 1-14
Feasibility Study Phase $ 400,000.00 $ 400,000.00
Schematic Design Phase $ 450,000.00 $ 450,000.00
Design Development Phase $ $ 1,887,500
Construction Document Phase $ $ 3,342,500
Bidding Phase $ $ 286,500
Construction Phase $ $ 3,342,500
Completion Phase $ $ 191,000
Extra Services Over the Basic $ 804,198.94 $ 804,198.94
Total Fee $ 1,654,198.94 $ 10,704,198.94
This Amendment is a result of: Basic Services - DD-Closeout
3. The Construction Budget shall be as follows:
Original Budget: $ 101,521,394
Amended Budget $
4. The Project Schedule shall be as follows:
Original Schedule: TBD
Amended Schedule TBD
5. This Amendment contains all of the terms and conditions agreed upon by the Parties as
amendments to the original Contract. No other understandings or representations, oral or
otherwise, regarding amendments to the original Contract shall be deemed to exist or bind the
Parties, and all other terms and conditions of the Contract remain in full force and effect.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have
caused this Amendment to be executed by their respective authorized officers.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have
caused this Amendment to be executed by their respective authorized officers.
OWNER
_____________________________________________________________
(print name)
(print title)
By
(signature )
Date
DESIGNER
Lance Whitehead, AIA______________________________
(print name)
Managing Principal
(print title)
By
(signature )
Date 5/27/2025
Designer Contract Amendment DBB v. February 2025(1)
1
7.5 Design Development Phase
7.5.1 Upon receipt of an Approval to proceed to the Design Development Phase, the
Designer shall meet regularly and as necessary with the Owner, the OPM, and the
Authority. This shall include meeting with the Owner and the OPM during this
Phase in accordance with the agreed upon project work plan.
7.5.2 The Designer shall update and refine items submitted during the Schematic Design
Phase, and shall submit to the Owner and the Authority, on or before the date
specified in the Project Schedule, and on the basis of the approved Schematic Design
Phase Documents, the following deliverables as they are defined in this Article 7.5.2
and as they are further defined in Articles 7.5.3, 7.5.4, 7.5.5, 7.5.6 and 7.5.7:
(a) a list of all filings and permits within Designer’s scope of services and
professional expertise required to implement the design, along with a schedule
of target dates for the procurement of such permits, both of which shall be
regularly updated during the term of this Contract;
(b) information and documentation within the technical expertise of the Designer and
that is necessary for the Owner to file local basic zoning and environmental
permits. The Designer, as Extra Services, shall provide information and
documentation for the Owner to file Environmental Notification Forms,
Environmental Impact Reports, and any other filings for permits that must be filed
during the design development phase;
(c) soils exploration data, geotechnical and geoenvironmental reports,
showings of exploratory locations relative to siting of proposed structures,
based on a review of the existing conditions information provided in the
surveys and studies described in Article 7 Basic Services and Article 8
Extra Services;
(d) complete design development drawings; outline specifications indicating any filed
sub-bid sections and sub-sub trades based on the cost of the work and other
documents necessary to specify the size and character of the Project, including
siting, landscape, architectural, structural, fire protection, plumbing, heating,
ventilating and air conditioning, electrical, ADA/MAAB, product requirements
and other features;
(e) creation of a Building Information Model and quality control documentation
demonstrating, without limitation, coordination of: ceiling clearances,
mechanical room size, and shaft sizes; specifications and drawings; filed sub-bid
work or sections; scheduling; equipment and power; existing and new
construction; and phasing;
(f) design development drawings which the Designer shall submit for review to the
local building official;
(g) a life cycle cost analysis to determine the most cost-effective design decisions
related to all energy and water consuming devices, overall building operation, and
maintenance [M.G.L. c. 149, s. 44M];
(h) a construction cost estimate for the design in accordance with Article 7.5.6. ;
(i) a space measurement analysis for the design verifying that the sum of all program
areas in the Project plus all other floor areas in the Project equals the gross floor
Designer Contract Amendment DBB v. February 2025(1)
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area of the Project;
(j) a written summary or summaries comparing the project design, as represented in
the design development drawings, specifications and cost estimates with the Final
Design Program requirements, and explaining any deviations in writing.
7.5.3 Design Development Drawing Requirements: The Design Development drawings
shall illustrate and describe the refinement of the Project’s design to a level of detail
that is customary and standard. They shall establish the scope, relationships, forms,
size, and appearance of the Project by means of plans, sections and elevations, typical
construction details, and equipment layouts. The d rawings shall delineate locations
and elements of the Work that may be proposed for assignment to project
construction phases and/or separate bidding packages. Documents shall include, but
not be limited to, the following:
(a) Site and utility drawings showing:
1. Existing and proposed contours and locations of the proposed building or
addition(s). Show entry level elevation and key exterior grades at perimeter.
Indicate all retaining walls. Include benchmarks of site if survey is available.
2. All utilities existing and proposed, indicating location, elevation, composition
and size e.g., manholes, sewers, hydrants, light standards, and geothermal
wells. Include work by others, e.g., gas and electric utility providers.
3. Roads, laid-out parking areas, walks, recreation areas, terraces and other site
improvements.
4. Building locations fixed and referenced from main survey baseline, if
available.
5. Plant materials with a preliminary schedule.
(b) Building drawings and other graphic and written requirements with floor plans
showing the following: (at a minimum scale of 1/8” = 1’0”):
1. building perimeter with exterior wall thicknesses and overall dimensions;
2. structural grid;
3. plan requirements of mechanical and electrical systems;
4. building core; elevators, stairs, shafts, and toilet rooms;
5. interior partitions; appropriate thicknesses and dimensions to fix basic
organizations; indicate fire separations, ratings;
6. door swings;
7. floor elevations;
8. built-in furniture and equipment; and
9. furniture layout concept drawings.
(c) Roof plans showing:
1. proposed systems type;
2. pitch and drainage patterns;
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3. roof drains, gutters and scuppers; and
4. skylights, stairs through roof, penthouses, major equipment, chimneys.
(d) Building sections: One transverse and one longitudinal section. Indicate floor to
ceiling heights and floor-to-floor heights. Label all spaces;
(e) Building elevations showing:
1. full height elevations including roof structures, e.g., mechanical equipment,
chimneys, and penthouses;
2. floor elevations, floor-to-floor heights, and overall height related to
benchmarks on site plans;
3. all fenestration;
4. column centerlines;
5. principal finish materials indicating major control and expansion joints, and
divisions of materials where required;
6. louver and equipment enclosure systems; and
7. exterior grades and topographical features in context.
(f) Full height wall sections for main elevations and at special conditions. Show
foundation and perimeter treatment, wall construction including insulation and
supporting structure, fenestration and mechanical penetrations, and floor
construction;
(g) Interior elevations: Major spaces, e.g. library, lobby, and all typical spaces, e.g.
classrooms;
(h) Reflected ceiling plans: show prototypical structural, fire protection, mechanical
and electrical information for classrooms and major spaces, including lighting
layouts with ceiling heights and material changes;
(i) Colored interior elevations and perspectives of major and typical spaces
(j) Schedules:
1. finish schedule by room types;
2. door schedule by room;
3. window schedule;
4. equipment schedules, e.g., food service, instructional media.
(k) Structural Concepts;
1. Foundation plan showing sizes and locations of typical components.
2. Framing plans: typical floor framing, roof framing, special framing, show
framing at major openings and sizes of members.
3. Column locations.
4. Preliminary details including floor and roof deck, statements as to methods of
lateral bracing and how requirements of earthquake code will be met.
5. Details for special and/or incidental structural features, e.g. tunnels,
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connecting bridges and unique architectural features.
6. Connection to existing buildings at foundation and at key points at existing
structure if applicable.
(l) Fire Protection: floor plans indicating wet or dry type systems, hose racks or
cabinets and fire department tie-ins. Indicate whether a fire pump will be required
and, if so, show location within the building. Show typical sprinkler head layout;
(m) Plumbing and sanitary systems: floor plans indicating locations of all plumbing
fixtures and special features, and approximate location and size of all piping
systems and principal items of equipment;
(n) Heating, Ventilating and Air Conditioning Systems:
1. Show locations and approximate sizes of piping systems, air handling
systems, heat pumps, and principal items of equipment such as compressors
or cooling towers.
2. Indicate space requirements of major equipment and their location in
mechanical rooms and fan rooms. Major shafts.
(o) Electrical Systems;
1. All services including those for special purposes shall be located and
indicated.
2. Lighting shall be indicated as to type, location and intensities in foot-candles
for each special and typical space.
3. Switchgear and emergency generator.
4. Fire alarm system drawings showing all initiation and signaling devices,
control panels, annunciator panels, etc.
5. Security system drawings.
6. Communications drawings showing chases, major equipment locations and
any special distribution requirements.
7. CATV/CCTV drawings showing chases, major equipment locations and any
special distribution requirements.
8. Information Technology drawings showing chases, major equipment locations
and any special distribution requirements.
7.5.4 Other Consultant’s Drawings and Other Graphic and Written Requirements: For
special consultants, e.g., kitchen, elevator, library, media room, equipment where
appropriate, provide drawings that locate and define the scope of the work.
Coordinate with other disciplines. Provide cuts of all major pieces of equipment.
7.5.5 Project Manual Requirements (Specifications):
(a) Outline Specifications that are to accompany Design Development Drawings shall
be prepared to a level of detail that is standard and customary and shall include,
but not be limited to, a comprehensive description of the Project and the materials
proposed for use in the work. Do not provide full-length, 3-part format
specifications; however, the general scope shall be indicated by CSI
Designer Contract Amendment DBB v. February 2025(1)
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MasterFormat as applicable to proposed construction.
1. The Design Development Outline Specification shall also include a
comprehensive “BASIS OF DESIGN.” The “BASIS OF DESIGN” shall be a
narrative description of the Project and shall include all applicable
architectural, civil, structural, mechanical and electrical programs and/or
systems. Identify all proposed filed sub-bid categories.
2. Project Manual shall include a statement to define “Work” which is proposed
to be included in separate construction phases and/or bid packages.
(b) The following is a list of items that shall at a minimum be identified or outlined in
this Phase:
1. Site work; clearing, drives, walks, parking areas, fences, excavation, backfill,
planting, and geothermal wells.
2. Footings; on earth, rock, piles, caissons, proposed bearing pressures, and
boring logs.
3. Foundation walls; type of concrete, reinforcing, type and extent of
waterproofing.
4. Footing drains; type, disposal of drainage.
5. Exterior walls: superstructure, type, materials, brick type, alternate cladding,
back-up materials, damp proofing material and extent, and special features.
6. Roofs; types, vapor barrier, insulation, flashings, and all materials.
7. Flashings; general types, all materials, weights, and where each type is to be
used.
8. Sheet metal; gutters, leaders, and others uses, except flashings.
9. Windows; general types, materials, sub-frames, finish, glazing, and screens.
10. Doors, exterior and interior; types.
11. Steps, exterior; including platforms and landings’ materials.
12. Stairs, interior; including platforms, landings, walls, materials and finishes.
13. Framing; wood, concrete or metal systems in accordance with general design.
14. Partition construction related to room type.
15. Cabinet and casework; types and materials.
16. Food Service Equipment; types and materials.
17. Furring; lathing, plastering, materials and locations.
18. Insulation thermal; types, thicknesses, methods of application and locations.
19. Acoustical treatments; types, thicknesses, methods of application and location.
20. Interior finishes; materials for floors, walls, bases, wainscots, trim, ceilings,
and ceiling heights.
21. Fire Protection; standpipe systems, sprinkler systems, fire pumps and
accessories.
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22. Water supply; source, location of main to which connection will be made,
type of pipe for service main, load requirements, load factors, and
pressures.
23. Sanitary sewers; sewage disposal system, pipe, and other materials.
24. Storm sewers; storm drainage disposal system (institution or local facility),
pipe and other materials.
25. Gas main; material, size, and location. Interface with utility company.
26. Plumbing; systems such as wastes, vents, hot water, cold water, gas, air,
oxygen, vacuum, main source of supply, materials for each, water heaters,
pumps, thermal insulation fixture quality, and all special features.
27. Heating, ventilating and air conditioning; type of heating and refrigeration
plants, type and capacity of boilers, heat pumps, and cooling equipment,
fuel, type of burners, fuel storage, heaters, feed water pumps and heaters,
thermal insulation, type of heating medium, supply and return piping,
radiation, unit heaters, radiant heating, principal air conditioning equipment
types, special features, supply, return and exhaust ductwork.
28. Electric work; service connection, location, institution or public utility,
overhead or underground, transformers including type and location, types of
conduit and wiring, types of fixtures, location of main switchboard, radio, fire
alarm, telephone, public address, emergency lighting and wiring, emergency
or other generators, solar panels, special features, including Master TV,
information retrieval and/or data processing system.
29. Elevators, dumbwaiters and platform lifts; capacities, speed, travel in feet,
landings, operation, controls, platform sizes, machine type and location, car
and entrance finishes, and signals.
30. Other built-in equipment, types, and materials.
31. Special features.
7.5.6 Construction Cost Estimate Requirements – The Designer shall provide a
construction cost estimate in Uniformat II Level 3 and CSI Master Format 6-digit
format to Level 3 and M.G.L. c. 149 § 44 (filed sub-bid) formats with aggregated
unit rates and quantities supporting each item referenced in Article 7.5.5(b). The
estimate cost shall be projected, to the mid-point of the construction period.
(a) The Designer shall review its construction cost estimate in comparison with the
detailed construction cost estimate, and any updated cost estimates, provided by
the OPM and shall work in good faith and in cooperation and coordination with
the OPM to reconcile any differences between the construction cost estimates, to
clarify assumptions upon which the cost estimates are based and to address any
concerns or questions with the cost estimates that are raised by the Owner, the
OPM, or the Authority. If the Designer is unable to reconcile all differences
between the two construction cost estimates with the OPM, then the Designer
shall provide a detailed explanation of the differences to the Owner. If, in any
case, the agreed-upon, reconciled construction cost estimate exceeds the Project
Construction Budget, the Designer shall cooperate with the Owner and the OPM
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in identifying, specifying and recommending changes in, or additional
specification of materials, equipment, component systems and types of
construction, or other adjustments in the scope or quality of the Project, including
contingencies or alternative bid items, so as to facilitate revision of the design of
the Project to reduce the cost of construction so as to comply with the authorized
Project Construction Budget.
(b) Cost estimate data shall be organized to identify elements of project work which
may be proposed to be advanced under separate construction phases and/or
separate bidding packages. When so proposed, estimates shall develop cost data
relative to corresponding bidding and work execution dates established in project
schedules.
7.5.7 Reports, drawings, specifications, cost estimates and other design development
submittals shall be subject to the written approval of the Owner and the Authority.
Unless a lesser number is requested by the Owner, the Designer shall submit to the
Owner for approval four (4) copies of Design Development drawings,
specifications, cost estimates, and other submittals. One (1) copy shall be
submitted to the Authority by the Designer. The Designer shall also furnish to the
Owner and the Authority electronic media copies of the foregoing drawings and
documents in such form as may be required by the Authority.
7.5.8 The Designer shall present and explain the Design Development submittal to the
Owner, the Authority, and at a local public meeting scheduled by the Owner, if
any such meeting is scheduled or in conference.
7.5.9 The Designer and its Subconsultants shall collaborate with the Authority’s
Commissioning Consultant to develop design criteria which will support the purposes
of building commissioning and energy/resources conservation concepts as commonly
understood and as prescribed by the Commissioning Consultant.
7.6 Construction Documents Phase: In addition to the requirements specified in the RFS
(Attachment B), upon receipt of an Approval to proceed with the Construction Documents
Phase of the Project from the Owner, the Designer shall do the following:
7.6.1 The Designer shall meet regularly and as necessary with the Owner, the Authority,
the OPM, and the Commissioning Consultant. This shall include meeting in
accordance with the agreed upon project work plan with the Owner and the OPM
during this Phase.
7.6.2 Based on the submittals approved in the Design Development Phase of the Project,
the Designer shall update and refine the items previously submitted and shall submit
the following on or before the date and time specified in the Project Schedule:
(a) Construction documents progress submittals as follows:
1. a 60% Construction Documents Submittal, with deliverables as defined in
Article 7.6.3;
2. a 90% Construction Documents Submittal, with deliverables as defined in
Article 7.6.4;
3. a Final Construction Documents Submittal, with deliverables as defined in
Designer Contract Amendment DBB v. February 2025(1)
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Article 7.6.5;
4. a Bid Documents Submittal, with deliverables as defined in Article 7.6.6
(b) As a part of each of the submittals required under Articles 7.6.3, 7.6.4, and 7.6.5,
an updated work plan and recommended updates for incorporation into the Project
Schedule by the OPM;
(c) As a part of each of the submittals required under Articles 7.6.3, 7.6.4, and 7.6.5,
a report on the status of environmental, zoning, planning, building code, and
ADA/MAAB approvals and permitting processes and a certified list of all
required testing and all required permits identified in 7.5.2(a).
(d) All submittals by the Designer shall be subject to the written approval of the
Owner, which approval shall not be unreasonably delayed, withheld, conditioned,
or denied. Unless a lesser number is requested by the Owner or is specifically
provided hereinafter, the Designer shall furnish to the Owner for approval four
(4) sets of the drawings, specifications, construction cost estimates and all other
submittals. Unless a lesser number is specifically provided hereinafter, the
Designer shall furnish one (1 ) set of said drawings, specifications,
construction cost estimates and all other submittals to the Authority. The
Designer shall also furnish electronic media copies of the foregoing drawings and
documents to the Owner and the Authority in such form as may be required by
the Authority.
7.6.3 60 Percent Construction Documents Submittal:
(a) The Designer shall provide, on or before the date and time specified in the Project
Schedule, a 60 % Construction Documents Submittal (60% CD Submittal), which
shall include:
1. Construction Documents and other deliverables, as defined in this Article
7.6.3 and as further defined in Articles 7.6.2, 7.6.7, 7.6.8, and 7.6.9, advanced
to a level of intermediate (60 percent) completion, and incorporating
corrections to indicate compliance with Owner and Authority review
comments related to prior submittals.
2. In instances where the Designer takes exception to the Authority’s previous
review comments on the Design Development submittal, a written statement
explaining its position.
3. The Basis of Design that accompanied the Outline Specifications in the
Design Development Phase shall be updated and expanded to include all
proposed architectural, structural, fire protection, plumbing, mechanical,
electrical, civil, and landscape design concepts for the Project.
4. A space summary, in the form and format prescribed by the Authority, that
sets forth the current space calculations and totals and certifies that said space
calculations and totals are in compliance with those previously authorized by
the Authority in the Project Funding Agreement.
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5. Keying of graphics shall be sufficient to navigate through the set easily .
6. A list of all drawings related to the Project.
7. A materials selection statement identifying typical interior and exterior
surfaces and their materials.
8. A color theory statement indicating proposed paint colors and material
selections for typical and special spaces, explaining why they have been
selected and how these selections relate to surrounding materials and colors.
9. Large scale plans of all mechanical and electrical spaces with major
equipment indicated.
10. Project Manual, in CSI Master Format (full-length, current version), including
all sections to be included in final technical specifications, developed to
include a list of all materials in the building with their manufacturers. Identify
all specifications sections which need to be filed sub-bid.
11. Identify all proposed bid alternates by inclusion in a project manual section
titled “Alternates.” Alternates shall be listed in sequence as approved by the
Owner. Work required under bid alternates shall be described and/or drawn,
as appropriate, to clearly define the design criteria and extent of work
involved for implementation of the bid alternate. In each instance, the
existing conditions and/or new design criteria for base bid work shall also be
described and indicated in documents.
12. Code analysis: Provide a building code analysis. Any deviation from methods
of compliance described in earlier submittals shall be indicated. T h e Code
analysis shall identify its preparer, code edition referenced, and include a
comprehensive description of operative building code provisions, with floor
plans showing fire separation types, area calculations, egress capacity for exits
and exitways, and any special features required to comply.
(b) As a requirement of the 60% CD Submittal, and in accordance with Article 7.6.3
and Article 7.6.9, the Designer shall provide a construction cost estimate
prepared using CSI MasterFormat 6-digit format to Level 3 and MGL c.149
§44F (filed sub-bid) format including quantities of all materials and unit prices of
labor, equipment, and materials as well as a cost estimate for each item of work,
for review by the Owner and the Authority. The estimated cost shall
be projected to the mid -point of the construction period.
The development of said construction cost estimate shall under no circumstances
delay the timely submission of the remainder of the 60% CD Submittal.
7.6.4 90 Percent Construction Documents Submittal:
(a) The Designer shall provide, on or before the date and time specified in the Project
Schedule, a 90 % Construction Documents Submittal (90% CD Submittal), which
shall include:
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1. Construction documents and other deliverables as defined in this Article 7.6.4
and as further defined in Articles 7.6.2, 7.6.7, 7.6.8, and 7.6.9, advanced to a
level of substantial (90 percent) completion, and incorporating corrections to
indicate compliance with Owner and Authority review comments related to
prior submittals.
2. A space summary, in the form and format prescribed by the Authority, that
sets forth the current space calculations and totals and certifies that said space
calculations and totals are in compliance with those authorized by the
Authority in the Project Funding Agreement.
3. Interior Materials Color Boards, including samples of principal interior
materials, labeled and mounted to indicate locations.
4. Final structural and energy design calculations.
5. A statement confirming that the Owner has been provided with structural
design drawings, specifications, and calculations sufficient to enable
execution of an independent structural peer review process, as defined in the
Massachusetts Building Code, as amended (this requirement applies to all
school construction projects with a floor area exceeding 10,000 square feet).
The Designer shall advise the Owner of this requirement, in writing, not less
than sixty (60) days prior to delivery of the 90% CD Submittal allowing the
Owner to arrange for the services of an Independent Structural Peer Reviewer.
Upon reaching 90 percent completion of construction documents, the
Designer’s structural engineering consultant shall have reached a level of 100
percent completion of its construction documents to enable the advancement
of the independent structural peer review.
6. The Designer and its consultants shall fully cooperate with the Independent
Structural Peer Reviewer in the process. The Designer shall obtain a copy of
the Independent Structural Engineering Review report and submit it to the
Owner and the Authority upon completion of the remainder of the
construction documents at the level of final completion.
7. In instances where the Designer takes exception to any of the Authority’s 60%
CD Submittal review comments, a written position statement explaining the
Designer’s position on its exceptions to said review comments.
8. Project Manual in CSI Master Format (full-length, current version), including
all sections to be included in final technical specifications, developed to
include a list of all materials in the building with their manufacturers. Identify
all specifications sections which need to be filed sub-bid.
9. As a requirement of the 90% CD Submittal, and in accordance with the
provisions of this paragraph and Article 7.6.9, the Designer shall provide a
construction cost estimate prepared using the CSI Master Format 6-digit
format to Level 3 and MGL c.149 §44F (filed sub-bid) format, including
quantities of all materials and unit prices of labor, equipment, and materials,
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as well as a cost estimate for each item of work, for review by the Owner and
the Authority. The development of said construction cost estimate shall under
no circumstances delay the timely submission of the remainder of the 90%
CD Submittal.
7.6.5 Final Construction Documents Submittal:
(a) The Designer shall provide, on or before the date and time specified in the Project
Schedule, a Final Construction Documents Submittal, which shall include:
1. Construction documents and other deliverables as defined in this Article
7.6.5 and as further defined in Articles 7.6.2, 7.6.7., 7.6.8, and 7.6.9,
advanced to a level of final (100 percent) completion, and incorporating
corrections to indicate compliance with Owner and Authority review
comments related to prior submittals.
2. A final construction cost estimate, in accordance with the provisions of this
paragraph and Article 7.6.9, based on the 90% Construction Documents,
including cost estimates for general conditions, overhead and profit,
insurance, bonds, and all other items expressed as percentage rates for design
contingencies and construction contingencies and escalation to the mid-point
of construction; and other mutually agreed upon contingencies. The final
construction cost estimate shall be prepared the CSI MasterFormat to Level 3
and M.G.L. c.149,
§44F (filed sub-bid) format and shall be complete with a single line
description for each item with the detailed unit rate or item cost buildup
provided in each case.
3. Complete construction drawings and specifications, certified by the
Designer as having satisfied the firm’s quality control review process as
previously confirmed with the Owner, in sufficient detail to permit fixed-
price bids in open competition for construction of the Project when
documents have been approved for issuance for bidding.
4. No later than at the 100% stage of completion of the final drawings and
specifications, two sets of the final drawings and specifications that shall be
provided to the local building official to be signed and stamped “Approved”
by the local building official; two sets of plumbing drawings and
specifications that shall be provided to the local plumbing inspector to be
signed and stamped “Approved” by the local plumbing inspector; two sets of
the fire protection, HVAC, and electrical construction documents that shall be
provided to the local fire official to be signed and stamped “Approved” by the
local fire official; two sets of the electrical construction documents that shall
be provided to the local electrical inspector to be signed and stamped
“Approved” by the local electrical inspector. Notwithstanding the foregoing,
the Owner acknowledges that building officials, department inspectors, and
fire officials have varying policies on approvals and submittal procedures, and
the only obligation of the Designer in this regard is to promptly make the
submittals described herein and assist the Owner in receiving the approvals to
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the extent available.
5. At the 100 percent stage of completion of final drawings and specifications, a
written summary comparing the final construction drawings and specifications
and final estimated construction cost with the Final Design Program
requirements and submittals made during the Design Development Phase and
earlier in the Construction Documents Phase, explaining any significant
deviations.
6. In instances where the Designer takes exception to any of the Authority’s 90%
CD Submittal review comments, a written position statement explaining the
Designer’s position on its exceptions to said review comments.
7. The Independent Structural Engineering Peer Review Report obtained from
the Independent Structural Engineering Peer Reviewer referenced in Articles
7.6.4(5) and 7.6.4(6). The Designer shall include a certification statement
from the project structural engineer designer of record to acknowledge receipt
of the Report and to indicate response actions pursuant thereto. The Designer
shall also forward a copy of said Report to the Building Inspector.
8. A certification that all applicable local, state and utility officials have been
contacted by the Designer regarding each utility connection and that the
persons responsible for permits or connection approval have agreed to the
systems' use.
7.6.6 Bid Documents Submittal:
(a) The Designer shall provide, on or before the date and time specified in the Project
Schedule, a Bid Documents Submittal which shall include:
1. Construction documents and other deliverables as defined in this Article 7.6.6
and as further defined in Articles 7.6.2, 7.6.7, and 7.6.8, incorporating
corrections to indicate compliance with Owner and Authority review
comments related to prior submittals.
2. From the construction drawings and specifications approved by the Owner,
incorporating such changes as the Owner or the Authority requires, a set of
reproducible black and white drawings and original specifications on high
quality white bond paper, single-sided, properly packaged, suitable for
reproduction, stamped and signed by all disciplines, that shall be prepared by
the Designer and transmitted to the Owner; which documents shall become
the property of the Owner as provided under Article 16. Other suitable
reproducible media, having the same content shall be substituted, when so
directed or authorized by the Owner.
3. Upon receipt of Owner authorization to advance to reproduction of the
approved documents for distribution to bidders and, upon reproduction
thereof, the Designer shall promptly submit complete sets of bid documents
to the Owner (two sets) and the Authority (one set - half size for Drawings).
Any subsequent addenda shall be promptly submitted to the Owner and the
Authority.
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7.6.7 Drawing Requirements:
(a) The documents prepared during the Construction Documents Phase shall set forth
the requirements for construction of the Project to a level of detail that is
customary and standard and shall include, but not be limited to:
1. General information showing drawing index, symbols, abbreviations, notes,
locations map.
2. Site drawings shall be complete to define the extent and detail of site work.
Show the following:
a. Layout and location of all proposed work including buildings, structures,
retaining walls, geothermal wells, parking, walls and all other site
improvements, with details.
b. Existing and proposed grades and contours including floor elevations,
existing structures and topography, survey base line, bench marks and
boring locations.
c. Landscaping and planting.
d. All utility service lines, systems and structures for electricity, gas, oil,
water, steam, telephone, CATV, fire alarm, sanitary and storm drainage
including size, composition, grades and directions of flow.
e. Contract Limit Line and Storage Area for construction materials.
f. All existing foundations, obstructions and other physical characteristics of
the site which may affect the construction work.
g. Site survey.
h. Cuts of benches, light standards.
3. Demolition drawings and temporary work required.
4. Architectural drawings shall include at a minimum:
a. Floor plans of each floor, including basement and lofts or attic with room
and corridor dimensions, wall thicknesses, column locations, floor
elevations, mechanical and electrical openings, door and window
designations, partition types, floor materials, built in furniture and
equipment, keyed to other architectural drawings. All rooms numbered.
b. Large scale floor plans, as required, to illustrate detailed requirements of
rooms.
c. Large scale plans showing key areas e.g. lobby, special spaces. Indicate
surface materials. (minimum scale ¼” = 1’- 0”)
d. Roof plans showing openings, drainage, slopes, expansion joints and all
projections, including equipment.
e. Key plans on all floor plans and section drawings, where appropriate.
f. Building Sections as required to show spatial organization of the building
but no less than one longitudinal and one transverse.
g. Building elevations. All building elevations shall be fully developed, and
hidden elevations shall be shown. Elevations shall be shown in a
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sequence as unfolded from a certain point.
h. Full height wall sections indicating dimensions, flashing, anchorage,
reinforcing, coursing, cladding, and all other conditions at wall, roof,
foundation, and interior floors.
i. Exterior details, for roofing, flashing, expansion control, construction
joints, waterstops and other details showing all conditions both vertical
and horizontal, including schedules.
j. Door, window, entrance, and storefront, schedules, and details.
k. Vertical circulation plans, sections and details including stairs, elevators,
conveyors, and dumbwaiters.
l. Interior elevations of all significant and typical spaces.
m. Interior details including casework, paneling surfacing and acoustical
treatment.
n. Reflected ceiling plans coordinated with fire protection, mechanical and
electrical drawings, and ceiling details.
o. Schedules (clearly define new or existing)
i. Doors
ii. Equipment, e.g. for services
iii. Partitions
iv. Finishes
5. Structural drawings shall indicate the following:
a. Indicate or refer to location of geotechnical exploration data and reports
related thereto.
b. Foundation plans with bottom grades showing layout of all footings, walls,
slabs on grade including reinforcing, grade beams, and columns; include
design soil bearing pressures and live loads.
c. Floor and roof plans of structural systems including framing, grades of
finished floors and depressed areas, with locations and dimensions for all
openings. Also indicate design floor loads.
d. Complete foundation wall elevation and typical sections, with reinforcing
indicating location, dimensions and grades for all footings, steps and wall
openings.
e. Complete details and sections with dimensions for all construction
including expansion and construction joints, reinforcing and other
embedded items.
f. Schedules (with dimensions) for all lintels, beams, joists, and columns.
g. Unless detailed on the Drawings, the following information shall appear in
the general notes: class and 28 day strength of concrete for each portion,
structural steel and concrete reinforcing design stresses for each type of
structural member, concrete cover for each type of structural member,
shrinkage and temperature steel requirements, reinforcing laps for main
reinforcing and temperature steel; bendpoint, cutoff, and hook locations
for all members, minimum beam and lintel bearing. Reinforcing steel
fabrication shall be in accordance with most recent ACI, “Manual of
Standard Practice for Detailing Reinforced Concrete.” Structural steel
fabrication shall be in accordance with the AISC “Manual of Steel
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Construction.”
6. Fire protection drawings shall indicate standpipe systems, sprinkler systems,
suppression systems, access panels, fire pumps, accessories, and piping. All
piping, equipment, fixtures and devices shall be located and sized. Design
criteria shall be provided on the drawings in accordance with NFPA
requirements.
a. Fire protection work, other than site work, shall not be combined on the
same sheets with the Plumbing, HVAC, Electrical, or other drawings
except with the prior approval of the Owner.
7. Plumbing drawings shall indicate the following:
a. All work done by the Plumbing Subcontractor, which includes all water,
gas, air, vacuum, medical gases, sanitary and storm wastes, and
accessories. Include foundation drain lines unless established as the work
of the General Contractor and shall not be indicated on the Plumbing
Drawings. Site utilities shall be indicated on the utility drawings.
b. Plumbing work, other than site work, shall not be combined on the same
sheets with the Fire Protection, HVAC, Electrical, or other drawings
except with the prior approval of the Owner.
c. Trapping and venting of all plumbing fixtures including floor drains.
d. Water and gas supply sources, storm and sanitary discharge mains.
e. All piping shall be carefully sized and all sizes shall be indicated on
drawings and riser diagrams. Indicate all directions of flow and pitch on
piping.
f. All accessories, valves, and fixtures including all drinking fountains,
grease traps for kitchen waste and all necessary panels, identified as to
type and size.
g. All piping and connections required for other trades (e.g., kitchen
equipment, HVAC make-up water, etc.).
h. Acid waste, vents and neutralization systems for laboratories.
i. Plumbing Legend and/or graphical symbols on the first sheet of the
Plumbing Drawings in accordance with the American National Standards
Institute (ANSI).
j. Plumbing riser diagrams for structures two or more stories in height above
the ground level.
k. Domestic water booster pumps, boiler feed water, meter location, hose
bibbs, and wall hydrants.
l. Domestic hot water: storage tanks, piping material, hanger details.
m. All required access panels shall be indicated.
n. Backflow preventors and cleanouts. Verify that access and clearance
provisions for periodically inspected devices, including backflow
prevention, are adequate to satisfy requirements of inspecting agencies.
8. Heating, Ventilating and Air Conditioning Drawings shall indicate the
following:
a. HVAC work, other than site work, shall not be combined on the same
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sheets with Fire Protection, Plumbing, Electrical, or other drawings except
with the prior approval of the Owner.
b. All piping and ductwork systems shall be located and sized. All ductwork
shall be shown double line.
c. All systems shall be sized at all reductions and riser diagrams of piping
and duct systems shall be indicated.
d. All directions of flow and pitch on piping, and direction of flow, volumes
for duct systems shall be indicated.
e. All equipment shall have sufficient servicing and/or replacement space
indicated on drawings.
f. All equipment, accessories, valves and dampers with all necessary access
panels, identified as to type and size. Access panels, where required for
access to valves and dampers shall be indicated on drawings.
g. Cooling system pumps, chillers, cooling towers, air handling units, heat
pumps, ductwork system and dampers, fan details, temperature control
system, air and hydronic balancing equipment, and schedules shall be
indicated.
h. Cooling tower design shall be indicated on the drawings showing site
location, elevations and floor plan of equipment layout and typical flow
diagram as related to the total HVAC system.
i. All fire and smoke dampers, access panels and doors.
j. Mechanical room designs:
i. Vent pipes for safety valves, relief valves, back pressure valves and
tanks shall be extended above flat roofs in accordance with all
governing authorities.
ii. In all designs for boiler and refrigeration plants, include a complete
floor plan indicating location of all major mechanical equipment and
sufficient service space.
iii. In designs of new and/or replacement boiler and refrigeration plants,
provide a flow diagram detailing steam or hot water distribution
systems, return systems, including all existing equipment and their
function, as well as any proposed expansions with all necessary
instrumentation and controls.
9. Electrical Drawings shall indicate the following:
a. Site utilities shall be indicated on separate electrical site drawings, unless
ample space is available on common site for utility drawings.
b. Electrical work, other than site work, shall not be combined on the same
sheets with Fire Protection, Plumbing, HVAC, or other drawings except
with the prior approval of the Owner.
c. General arrangement: Outline layout of each floor. Typical sections
through the structure shall be indicated when necessary to define
requirements, floor and ceiling heights, elevations, and type construction,
including concrete pads shall be indicated. Indicate interface with other
systems. Identify any work by general contractor or other trades.
d. Interior lighting system: Light fixture schedules, circuiting location and
mounting heights of all fixtures, receptacle and switch outlets, sizes and
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types of all lamps, conduits, all other accessories and riser diagrams shall
be indicated on drawings. Indicate details and method of supporting
electrical fixtures and conduits. Designer shall specify that all electrical
lighting fixtures be supported from the building structure, and shall be
independent of ducts, pipes, ceilings and their supporting members.
Comply with seismic design criteria.
e. Power system: Locations, types and method of control for all motors,
heaters, appliances, controllers, starters, branch circuits, feeder
conductors, conduits, and solar panels. Indicate riser diagrams. Show
details and indicate method of supporting electrical conduit. For larger
projects, thermostats and control wiring are normally covered under the
HVAC sub-contract, assure coordination.
f. Fire Alarm, Data, Communications, CATV/CCTV Systems: Locations
and types of all devices, outlets and equipment, service connections,
wiring diagrams, and all other essential details.
g. Services: Location and details of all services, whether overhead or
underground, feeder sizes, plans and elevations of switchgear and
transformers, metering and service switchboard arrangements, wiring and
ground fault diagram, and bus ducts.
h. General and sub-stations: Location, size, method of connection and
protection of all generators, transformers, exciters, motor generators,
switch gear, and associated equipment, current characteristics and
equipment capacities. Indicate equipment connections by means of one
line and/on wiring diagrams and schedule all major items of equipment
and all instruments.
i. Underground work: Shall include specifying (1) the size and locations of
manholes, (2) types of cables, (3) number, sizes, and locations of ducts,
(4) locations, sizes, and types of cable supports, fireproofing, duct line
profile, and (5) one line diagram of connections.
j. Pole line work: If required as contract work, indicate location, length,
treatment and class of poles, guying, cross arms, insulators, circuiting,
transformers, protective and switching devices, lightning arresters, special
structures, diagrams, current characteristics and grounding.
k. Exterior lighting: Location, size, and type of transformers, luminary,
poles, light standards, cables, ducts, and manholes, details of control
equipment and connection diagrams.
l. Emergency system details including transfer switch, type of fuel.
m. One line diagram indicating load KVA, and available short circuit
amperes at each transformer, switchboard, distribution panel board, branch
circuit panel board, and at major pieces of equipment.
n. Riser diagrams for all systems.
7.6.8 Project Manual Requirements:
(a) The format for the Project Manual, including its technical specifications, shall be
in accordance with the current CSI MasterFormat with separate sections for each
of class of work required by M.G.L. c. 149 §44F.
(b) The following general information applies to the development of final
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specifications:
1. Describe the extent of the work, the materials and workmanship, and include
the work under the proper section. If any portion of the work included in a
section of the specifications is to be performed by a trade covered by another
section, there shall be clear and distinct cross-referencing between the
sections. Merely to state “by others” is not acceptable.
2. For each item of material or equipment, the specifications shall provide for a
minimum of three named brands of material or equipment and the words “or
equal” or a description of material or equipment which can be met by a
minimum of three manufacturers or producers, and the words “or equal.”
Proprietary products shall not be specified except as provided by M.G.L. c.
30, § 39M; however, when they are specified, proprietary specifications are
subject to the “or equal” provisions of M.G.L. c.30, § 39M.
3. Specify materials mined or manufactured in Massachusetts first and the
United States of America second whenever possible.
4. Do not use general clauses intended to be all-inclusive in lieu of complete
descriptions.
5. Do not duplicate standard requirements that are contained in the contract
form.
6. Use consistency throughout. The word “will” shall be used to designate what
the Owner, Authority, Owner’s Project Manager, Commissioning Consultant,
or the Designer can be expected to do, and the word “shall” shall be used to
designate what is mandatory for the Contractor or subcontractors to do.
7. Use the same term throughout for the same subject and the term shall be the
same as that used on the drawings.
8. Do not use the term “etc.”
9. Avoid such terms as “to the satisfaction of the Designer,” “as directed by the
Designer,” “as approved,” and “as required”.
10. Specify work in appropriate Sections according to local trade jurisdiction.
11. Avoid the use of the following symbols:
Symbol Use Instead
# number, no., or pounds
% percent
" inch or in.
x by
' feet or ft.
o degree
/ per or at
12. In sections for which filed sub-bids are required, refrain from using such
terms as “the Contractor,” the “Heating Contractor,” or “the Plumbing
Contractor,” but where necessary for clarity refer to the “HVAC
Subcontractor,” the “General Contractor” and the like.
13. Do not give numbers both in words and figures. Numbers less than 10 shall be
written in words, 10 and higher numbers shall be written in figures. In
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expressing dimensions, figures such as 2 in., 16 in., 7 ft., 6 in., shall be used.
14. Each filed sub-bid section shall detail all labor and materials required by the
particular sub-trade and list, by number, those drawings (and only those
drawings) indicating work of that sub-trade. In addition, list drawings
indicating work of a particular trade that appears on drawings that are not
customarily included in the work of the trade, when applicable.
15. Do not specify that a product or system shall require prequalification or
advance approval for use prior to bidding.
16. Established unit price items shall be used for work categories which cannot be
ascertained for exact quantities in bid documents (e.g. earthwork removal
and/or replacement items). In such cases, the Designer shall establish ranges
of quantities with associated unit price values for each range. Unit price
values shall be established for added work, for deleted work, and for base bid
quantities when conditions so-suggest. Unit price values shall be ascertained
through consultation with cost estimators, be current, equitable, and well
defined as to elements of work, overhead, like issues to be encompassed.
Established unit prices shall be published within the applicable technical
specification sections and referenced from general conditions as being
operative as the basis for determining values to be used for payment or
recovery for change order work.
17. Staging, scaffolding, cutting, and patching, refuse collection and disposal,
demolition work and cleaning task, allocation policy and proposed language
shall be carefully assigned to avoid duplication or omission.
18. A final draft of Project Advertisement, Notice to Bidders, Instructions to
Bidders, Contract Forms, General Conditions, Supplementary General
Conditions, and other “front end” documents shall be included in the 90%
construction documents submittal, along with a final version of all text to
appear in Division 1, General Requirements. The Designer may defer
insertion of final advertising / bid dates and wage rates, understanding that
they are to be established and inserted immediately prior to release of
documents for bidding.
7.6.9 Construction Cost Estimate Requirements
The Designer shall provide the construction cost estimates described in Articles 7.6.3,
7.6.4, and 7.6.5 in accordance with the following provisions:
(a) The Designer shall review its construction cost estimate in comparison with the
detailed construction cost estimate, and any updated cost estimates, provided by
the OPM and shall work in good faith and in cooperation and coordination with
the OPM to reconcile any differences between the cost estimates, to clarify
assumptions upon which the cost estimates are based and to address any concerns
or questions with the cost estimates that are raised by the Owner, the OPM, or the
Authority. If the Designer is unable to reconcile all differences between the two
construction cost estimates with the OPM, then the Designer shall provide a
detailed explanation of the differences to the Owner and the Authority. If, in any
case, the agreed-upon, reconciled construction cost estimate exceeds the Project
Construction Budget, the Designer shall cooperate with the Owner and the OPM
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in identifying, specifying and recommending changes in materials, equipment,
component systems and types of construction, or other adjustments in the scope or
materials selections for the Project, including contingencies or alternative bid
items, so as to facilitate revision of the design of the Project to reduce the cost of
construction so as to comply with the Project Construction Budget.
(b) Cost estimate data shall be organized to identify elements of project work which
may be proposed to be advanced under separate construction phases and/or
separate bidding packages. When so proposed, estimates shall develop cost data
relative to corresponding bidding and work execution dates established in project
schedules.
(c) Cost estimates shall be projected to the mid-point of the construction period.
(d) The summary sheets shall contain the following:
1. The date that the estimate was prepared. (Value Date).
2. The anticipated bid date.
3. The project and contract number.
4. The title and location of the project.
5. The name of the Designer.
6. The name of the Estimator.
7. The site work cost (including all utilities).
8. The building cost (including fixed equipment).
9. The estimated construction cost of each Phase of the work, totaled.
7.6.10 The Designer shall participate in a final review of the Construction Documents with
the Owner, the OPM, and the Commissioning Consultant, and the Designer shall
incorporate such changes, as necessary, to satisfy the Owner’s review comments.
7.7 Bidding Phase
7.7.1 The Designer shall, when authorized by the Owner, prepare for reproduction and
distribution the construction bid documents, including advertisements, for receipt of
proposals from construction contractors, and for execution of the Owner-Contractor
Agreement. The Designer shall prepare all addenda (to include bidder questions and
Designer responses), subject to the Approval of the Owner and the Authority. The
Designer shall attend the pre-bid conference if one is scheduled, taking note of all
questions asked. Relevant questions submitted in writing shall be answered by the
Designer by means of written addenda to the bid documents as required. The
Designer shall attend each bid opening and, with the assistance of the Owner’s
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Project Manager, conduct a review of the qualifications of the low filed sub-bidders
and general bidder (and of other bidders if necessary) and shall, within five working
days of the respective bid opening dates, advise the Owner in writing of the
Designer’s opinions as to the sub-bidders’ bids and as to which general bidder is the
responsible and eligible bidder that has submitted the lowest bid.
7.7.2 The Designer shall assist the Owner in the prequalification of prime contractors and
subcontractors in the filed sub-bidder or trade contractor scopes of work pursuant to
M.G.L. c. 149, §§44D½ and 44D¾ including participation as a member of the
Owner’s Prequalification Committee.
7.7.3 The Designer shall receive all inquiries relating to the bid documents and, when
necessary, answer questions by preparing and issuing written addenda. The Owner
shall review and approve all such addenda prior to issuance to bidders.
7.7.4 When sub-bids are required:
(a) Attend sub-bid openings.
(b) Assist in reviewing sub-bids with the Owner for completeness and accuracy.
(c) Assess sub-bid amounts relative to cost estimates.
(d) Assist in checking references of sub-bidders and make written recommendations
as to their qualifications, only required for projects in which pre-qualification has
not occurred.
(e) Issue a letter of recommendation to Owner upon acceptance of sub-bids, identify
any categories to be re-bid and reason(s) therefor.
(f) Prepare and distribute the filed sub-bid tabulation to all prospective bidders. The
tabulation shall be reviewed and approved by the Owner prior to its issuance to
bidders.
7.7.5 Unless otherwise directed by the Owner, attend and conduct the general bid opening.
7.7.6 Review with the Owner and the Owner’s Project Manager general bids for
completeness and accuracy.
7.7.7 Review bidder responses for alternates and make written recommendations as to their
acceptance.
7.7.8 If the Project must be re-bid because of a defect in the bid documents prepared by
the Designer or in procedures proposed by the Designer, the Designer shall correct
the defect and take the necessary actions for re-bidding the Project on proper bid
documents without any additional compensation to the Designer.
7.7.9 If within three (3) months after approval of Construction Contract Documents, in
final form, the bids of the lowest responsible and eligible bidders or negotiated
proposals exceed the approved Project Construction Budget, the provisions of Article
4.10 shall apply.
7.7.10 If the Owner awards a construction contract for an amount that exceeds the amount
established in the Project Construction Budget, such an award will not affect the Fee
for Basic Services.
7.8 Construction Administration Phase - Obligations During Construction: Following the
execution of the Owner-Contractor Agreement, the Designer shall undertake certain of the
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obligations of administering the Owner-Contractor Agreement on behalf of the Owner,
provided that Designer shall not be subject to provisions of the Owner-Contractor
Agreement that would have the effect of expanding Designer’s responsibilities or liabilities
under this Contract without Designer’s written consent. Services during this phase include,
but are not necessarily limited to:
7.8.1 Upon commencement of construction activities for the Work or early bid packages or
at times established in Project schedules, the Designer shall:
(a) Furnish the General Contractor with information for establishing lines and grades
and such supplemental drawings as are reasonably needed to implement the intent
of the Construction Contract Documents;
(b) With reasonable promptness and in accordance with schedules agreed upon by the
Designer and Contractor, observe testing when required under this Contract, and
review and act upon samples, schedules, shop drawings and other submissions
from the General Contractor;
(c) Prepare, maintain and update logs for all submittals;
(d) Visit the site at intervals appropriate to the stage of construction, weekly or as
otherwise agreed to by the parties, and observe the progress of the Work, issue
written progress reports, attend job meetings, and review and respond to meeting
minutes prepared by the Owner’s Project Manager, and to determine in general if
the Work observed is being built in a manner indicating the Work when
completed will be in accordance with approved Construction Contract
Documents;
(e) Collaborate with the on-site Project Representative of the OPM to identify and
monitor issues of concern relative to the progress of the Work, and establish
communications processes to help assure that matters of mutual concern are
exchanged on a timely basis with one another, the OPM, Commissioning
Consultant, and Owner;
(f) On a weekly basis, make specific recommendations on rejection of any Work
observed by the Designer that fails to conform to the Construction Contract
Documents, and observe corrected Work;
(g) Require each Subconsultant engaged in accordance with Article 5 to make visits
weekly or as otherwise agreed to by the parties during the progress of any work to
which that Subconsultant 's services relate, and to report upon it in writing to the
Designer;
(h) Recommend actions to be taken which may include condemnation or rejection of
any work that the Designer determines fails to conform to the Owner-Contractor
Agreement;
(i) Review and recommend appropriate action for proposed requests for changes and
where required by the Owner, prepare documents associated with requests for a
change in any Construction Contract Documents. Compensation for change order
work by the Designer shall be determined in accordance with Article 10;
(j) Conduct semi-final and final inspections of the Project and report the results of
such inspections in writing to the Owner;
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(k) In association with the Commissioning Consultant, review the report by such
Commissioning Consultant on the balancing of air and water circulation systems;
(l) In association with the Commissioning Consultant, review the report by such
Commissioning Consultant on the setting and adjustment of automatic controls;
(m) In a timely manner, decide all questions regarding interpretation of, or compliance
with, the Construction Contract Documents, except as the Owner may in writing
otherwise determine;
(n) In association with the Commissioning Consultant, review the recommendations
of such Consultant for requirements upon operating and maintenance documents
and building user training events and instructional media as established in the
Construction Contract Documents; such Consultant or OPM shall coordinate
involvement of contracting parties, the Designer, and Owner;
(o) Furnish the Record Drawings as submitted by the General Contractor in
accordance with 7.8.3, and other required documents;
(p) Assist the Owner in providing the written Contractor Evaluations required of the
Owner pursuant to M.G.L. c.149 §44D(7) at the completion of approximately
50% of the Construction Phase on forms prescribed by M.G.L. c.149 §44D(16);
(q) Perform inspections of the work as necessary to prepare a punch list identifying
each incomplete or deficient Work item and performing re-inspections to
authorize removal of satisfactorily completed Work items from the punch list, or
to determine that the Project is complete. In association with the OPM, a cost
shall be assigned to each incomplete or deficient Work item when it has been
determined that the Project has reached Substantial Completion; and
(r) Receive from the General Contractor all maintenance and operating manuals,
occupancy permits, guarantees and other similar relevant materials.
7.8.2 The Designer shall submit to the Owner’s Project Manager within 48 hours all
requisitions for payment submitted by the General Contractor in the form required by
the Owner. The Designer may establish procedures with the Contractor for advance
notification of requisition and/or draft version processing. With respect to each such
requisition, the Designer shall certify to the best of its knowledge that the percentage
of Work included in the requisition is accurate and that the work performed is in
accordance with the Construction Contract Documents. In the event the Designer
does not approve the requisition exactly as submitted by the General Contractor, the
Designer shall forward it for payment to the Owner’s Project Manager dated and
signed with corrections and with an accompanying letter of explanation setting forth
the Designer’s objections and recommended changes. The Designer shall coordinate
the required visits of its own staff and those of its Subconsultants, to the construction
site so as to enable the Designer to submit to the Owner’s Project Manager the
General Contractor’s monthly requisition for payment. Timely payments to the
Contractor are required by M.G.L. c. 30, § 39K. Therefore, the Designer shall
establish procedures to help assure either immediate mail or messenger delivery of
the requisition for payment to the Owner’s Project Manager, and shall process
requisitions for payment within five business days after receipt of the same, provided
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the Contractor has submitted a full and complete requisition for payment in the
correct form.
7.8.3 Prior to issuance of the Certificate of Substantial Completion, the Designer shall
obtain from the General Contractor as-built drawings, including drawings showing
the actual installation of the site utilities, plumbing, heating, ventilating and electrical
work under the Owner-Contractor Agreement, and recording all changes. The
Designer shall ascertain that changes authorized by change orders are shown on the
General Contractor’s as-built drawings, but Designer shall be entitled to rely upon the
accuracy and completeness of the Contractor’s as-built information, and shall forward
such to the Owner as Record Drawings.
7.8.4 Issue the Certificate of Substantial Completion of Construction.
7.8.5 The Designer shall meet with the Owner monthly during this Phase.
7.9 Completion Phase: Upon acceptance of the Certificate of Substantial Completion of
Construction by the Owner, the Designer shall thereafter provide the following services:
7.9.1 With respect to a completed Project, preparing a Certificate of Final Completion.
7.9.2 With respect to a punch list, re-inspecting the work up to three times in order to
determine that the punch list work is satisfactorily completed.
7.9.3 Reviewing and certifying the Contractor’s Application(s) and Certificate(s) for
Payment as necessary.
7.9.4 Attending meetings as reasonably necessary in the opinion of the Owner’s Project
Manager, unless such meetings involve continued discussions of incomplete or
deficient work and the Basic Services punch list site visits have been expended. In
such instance, the meetings shall be paid for as Extra Services.
7.9.5 Using the as-built information maintained by the General Contractor during
construction referred to in Article 7.8.3, and revising the applicable original
reproducible drawings and electronic media drawings on the basis of the as-built
drawings, provided that Designer shall be entitled to rely upon the accuracy and
completeness of the Contractor’s as-built information. Upon completion of the
required drafting and editing, provide one set of Record Drawing mylar
reproducibles, two sets of Record Drawing prints and two electronic version Record
Drawing copies to the Owner which shall become the property of the Owner. The
cost for printing the mylar reproducibles and two sets of prints are Reimbursable
Expenses. Upon completion of the required drafting and editing, provide one set of
Record Drawing prints and one electronic version copy to the Authority.
7.9.6 Ten (10) months after the date of substantial completion, performing one (1) site
inspection and preparing a list of construction warranty deficiencies. The Designer
shall consult with the Commissioning Consultant upon the acceptability of warranty
compliance requirements and response actions.
7.9.7 Informing the Owner in writing, through the Owner’s Project Manager, of all such
warranty deficiencies that should be addressed.
7.9.8 Performing one (1) site inspection within a further sixty (60) days to see that all such
warranty deficiencies have been corrected.
7.9.9 Evaluation of Contractor: The Designer shall assist the Owner with providing the
Designer Contract Amendment DBB v. February 2025(1)
25
written Contractor Evaluations required of the Owner pursuant to M.G.L. c.149 §
44D(7) within 70 days of the date of Substantial Completion for construction, on
forms prescribed by M.G.L. c.149 § 44D(16).
7.9.10 Two (2) suitably bound legible copies of all original design and quantity calculations
including those pertinent to change orders and shop drawings if applicable shall be
furnished by the Designer to the Owner at the conclusion of the Owner-Contractor
Agreement.
100 Federal Street
33rd Floor
Boston, MA 02110
Main: +1 617 330 8000
www.cplusa.com
May 29, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Re: OPM Contract Amendment 03
Dear Mr. Kraunelis:
Attached is Collier Project Leader’s Contract Amendment Number 03 for the J. Warren Killam
Elementary School Project extending the OPM services to continue to support the District efforts
through DD to Construction Closeout. Please note, this extension to the OPM Contract is not a
request to extend the Project. This request is coordinating the OPM Contract to the current
approved Project Schedule. Our proposed Amendment #3 is to include an addition of $4,345,569 to
the OPM Fees. We recommend using the following ProPay Codes and Breakdowns.
Phase Fee This Period ProPay Code
Design Development $250,000.00 0102-0400
Construction Documents $500,000.00 0102-0500
Bidding $150,000.00 0102-0600
Construction Administration $3,175,000.00 0102-0700
Closeout $216,569.00 0102-0800
Estimating $54,000.00 0102-1100
As OPM work is ongoing, we respectfully request that the District execute this agreement at the
earliest opportunity. Please let us know if you have any questions.
Sincerely,
A. Michael Carroll III
Project Director
Mike.Carroll@collierseng.com
cc: Tom Milaschewski, Superintendent
Carla Nazzaro, School Building Committee Chair
Base OPM Contract for DBB/CMR v. 1.15.21
ATTACHMENT B
CONTRACT FOR PROJECT MANAGEMENT SERVICES
AMENDMENT NO. 03
WHEREAS, the Town of Reading (“Owner”) and Colliers Project Leaders, USA NE, LLC, (the
“Owner’s Project Manager”) (collectively, the “Parties”) entered into a Contract for Project
Management Services for the J. Warren Killam Elementary School Project (Project Number
202102460017) at the J. Warren Killam Elementary on July 19th, 2023 “Contract”; and
WHEREAS, effective as of June 2nd, 2025, the Parties wish to amend the Contract, as amended:
NOW, THEREFORE, in consideration of the promises and the mutual covenants contained in
this Amendment, and other good and valuable consideration, the receipt and legal sufficiency of
which are hereby acknowledged, the Parties, intending to be legally bound, hereby agree as
follows:
1. The Owner hereby authorizes the Owner’s Project Manager to perform services for the Design
Development Phase, the Construction Phases, and the Final Completion Phase of the Project,
pursuant to the terms and conditions set forth in the Contract, as amended.
2. For the performance of services required under the Contract, as amended, the Owner’s
Project Manager shall be compensated by the Owner in accordance with the following Fee
for Basic Services:
Fee for Basic Services: Original Contract After this
Including Amd 02 Amendment 03
Feasibility Study Phase $ 320,000 $ 320,000
Schematic Design Phase $ included in FS $ included in FS
FS/ SD Cost Estimating $ 15,500 $ 15,500
Design Development Phase $ $ 250,000
Construction Document Phase $ $ 500,000
Bidding Phase $ $ 150,000
Construction Phase $ $ 3,175,000
Completion Phase $ $ 216,569
Estimating $ $ 54,000
Total Fee $ 335,500 $ 4,681,069
This Amendment is a result of: Extending OPM Services to continue to support the District’s
effort through the end of the Construction Closeout Phase, as proposed in Collier’s proposal dated
May 29th, 2025, and as approved by the J. Warren Killam Elementary School Building
Committee on June 2nd, 2025.
Base OPM Contract for DBB/CMR v. 1.15.21
3. The Construction Budget shall be as follows:
Original Budget: $ 130,011,783
Amended Budget $ 130,011,783
4. The Project Schedule shall be as follows:
Original Schedule: CPL schedule dated 05/23/25
Amended Schedule CPL schedule dated 05/29/25
5. The Authority’s standard OPM Contract Amendment for [DBB OR CM RISK], which is
attached hereto and incorporated by reference herein, is made a part of the Contract in its
entirety.
6. This Amendment contains all of the terms and conditions agreed upon by the Parties as
amendments to the original Contract, as amended. No other understandings or
representations, oral or otherwise, regarding amendments to the original Contract, as
amended, shall be deemed to exist or bind the Parties, and all other terms and conditions of
the Contract, as amended, remain in full force and effect.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Owner’s
Project Manager have caused this Amendment to be executed by their respective authorized
officers.
OWNER
_____________________________________________________________
(print name)
_____________________________________________________________
(print title)
By ___________________________________________________________
(signature)
Date __________________________________________________________
OWNER’S PROJECT MANAGER
_____________________________________________________________
(print name)
_____________________________________________________________
(print title)
By ___________________________________________________________
(signature)
Date ___________________
OPM Fee Calculation WorksheetTown of Reading, MADetailed Schedule & Fees for Owner's Project Management Services 202520262027$4JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberSummerSummerSummerKillam Elementary School6Module 6 - Detailed DesignDesign DevelopmentConstruction Documents7Module 7 - Construction BiddingConstruction - Building (Phase 1)Construction - Demo & Site (Phase 2)8Module 8 - Closeout Fees for ServicesTotalsStaffing Equivalency per Month (FTE)Sr. DirectorDerek/Joe$0DirectorMike Carroll$729,18620% 40% 40% 40% 30% 30% 30% 30% 30% 30% 40% 40% 40% 30% 30% 30% 20%20% 20% 20% 20% 20% 20% 20% 20% 20% 20% 20% 20% 20% 30% 30%Associate Director$0Sr. Proj ManagerJustin Ferdenzi$1,119,03820% 40% 40% 40% 40% 40% 40% 40% 60% 60% 60% 60% 60% 60% 60% 60% 60%60% 60% 60% 60% 60% 60% 60% 60% 60% 60% 60% 60% 60% 60% 60%Project ManagerTBD$0Asst Project ManagerHarani Kumaresh$745,46925% 40% 40% 40% 40% 40% 40% 75% 75% 40% 50% 50% 50% 50% 50% 50% 50%50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50% 50%Sr. Construction RepTBD$1,147,05150% 50% 50% 50% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%Construction RepTBD$437,442Project Coordinator$0 Financial/Admin SupportThao Nguyen$31,1982% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2%MEP / Technical Support / CxSarah Maston$82,1853% 3% 3% 25% 3% 25% 5% 50% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3% 3%3% 3% 3% 3% 3% 3% 3% 3%Total Base Service Fee 4,291,569$ Hours of ServiceTotalsMonthly Hours Associated with Staffing LevelsSr. Director00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Director2,0150 0 0 0 34 68 68 68 51 51 51 51 51 51 68 68 68 51 51 51 34 34 34 34 34 34 34 34 34 34 34 34 34 34 51 51Associate Director00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Sr. Proj Manager3,9440 0 0 0 34 68 68 68 68 68 68 68 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102 102Project Manager00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Asst Project Manager3,6640 0 0 0 43 68 68 68 68 68 68 128 128 68 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85 85Sr. Construction Rep4,6750 0 0 0 0 0 0 85 0 85 0 85 0 85 170 170 170 170 170 170 170 170 170 170 170170 170 170 170 170 170 170 170 170 170 170Construction Rep2,0400 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0Project Coordinator00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Financial/Admin Support1700 0 0 0 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3MEP / Technical Support / Cx3210 0 0 0 5 5 5 43 5 43 9 85 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5Total Hours 16,8280 0 0 0 119 213 213 335 196 318 199 420 289 315 434 434 434 417 417 417 400 400 400 400 400 400 400 400 400 400 400 400 400 400 417 417Tuesday, April 1, 202505/23/25 to 08/08/2505/23/25 to 04/08/2608/19/25 to 03/30/2603/17/26 to 05/08/2603/17/26 to 11/16/2805/14/26 to 12/16/27Colliers Project Leaders
OPM Fee Calculation WorksheetTown of Reading, MADetailed Schedule & Fees for Owner's Project Management Services $4Killam Elementary School6Module 6 - Detailed DesignDesign DevelopmentConstruction Documents7Module 7 - Construction BiddingConstruction - Building (Phase 1)Construction - Demo & Site (Phase 2)8Module 8 - Closeout Fees for ServicesTotalsSr. DirectorDerek/Joe$0DirectorMike Carroll$729,186Associate Director$0Sr. Proj ManagerJustin Ferdenzi$1,119,038Project ManagerTBD$0Asst Project ManagerHarani Kumaresh$745,469Sr. Construction RepTBD$1,147,051Construction RepTBD$437,442Project Coordinator$0 Financial/Admin SupportThao Nguyen$31,198MEP / Technical Support / CxSarah Maston$82,185Total Base Service Fee 4,291,569$ Hours of ServiceTotalsSr. Director0Director2,015Associate Director0Sr. Proj Manager3,944Project Manager0Asst Project Manager3,664Sr. Construction Rep4,675Construction Rep2,040Project Coordinator0 Financial/Admin Support170MEP / Technical Support / Cx321Total Hours 16,828Tuesday, April 1, 202520282029JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberSummerSummer30% 30% 30% 20% 20% 20% 20% 20% 20% 20% 20% 20% 10% 10% 10% 5% 5% 5%60% 60% 40% 40% 40% 40% 40% 40% 40% 30% 30% 30% 20% 20% 20% 10% 10%10%50% 50% 40% 40% 40% 40% 40% 40% 40% 40% 40% 40% 20% 20% 20% 20% 10%10%100% 100% 100% 50%100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 50% 50%2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2%0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 051 51 51 34 34 34 34 34 34 34 34 34 17 17 17 9 9 9 0 0 0 0 0 00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0102 102 68 68 68 68 68 68 68 51 51 51 34 34 34 17 17 17 0 0 0 0 0 00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 085 85 68 68 68 68 68 68 68 68 68 68 34 34 34 34 17 17 0 0 0 0 0 0170 170 170 85 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 00 170 170 170 170 170 170 170 170 170 170 170 85 85 0 0 0 0 0 0 0 0 0 00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 03 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 0 0 0 0 0 00 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0411 581 530 428 343 343 343 343 343 326 326 326 173 173 88 63 46 46 00 0 0 0 004/01/28 to06/29/2903/03/28 to 11/16/28Colliers Project Leaders
100 Federal Street,
Floor 13
Boston, MA 02110
www.cplusa.com
May 29, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J. Warren Killam Elementary School Designer Amendment #14
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed and recommend the approval of Lavallee Brensinger
Architects’ Contract Amendment #14 for the J. Warren Killam Elementary School project.
Lavallee Brensinger Architects’ Contract Amendment #14 is for additional services for the new
geothermal test well since the previously engaged contractor declined to pursue the project. The
total net value of the contract amendment is Five Thousand Eight Hundred and Eighty-Six 00/100
Dollars ($5,886.00). (ProPay Code: 0003-0000).
As design work is ongoing, we respectfully request execution of this agreement at the earliest
opportunity. Please let us know if you have any questions.
Sincerely,
A. Michael Carroll III
Project Director
Mike.Carroll@collierseng.com
cc: Tom Milaschewski, Superintendent
Carla Nazzaro, School Building Committee Chair
Boston | Manchester | Portland | www.LBPA.com
May 12, 2025
Mr. Matthew Kraunelis
Town Manager
Town of Reading, MA
16 Lowell St.
Reading, MA 01867
E-Mail: mkraunelis@ci.reading.ma.us
Re: Killam Elementary School
Owner-Architect Contract Amendment No. 14
Dear Mr. Kraunelis,
Please find attached Amendment No. 14 to the Owner-Architect Contract. The contractor previously engaged
to dig the geothermal test well, Brightcore, declined to pursue the project. We have obtained a new proposal
from a different driller, Ogden Wells, which is attached with this proposal.
This Amendment consists of the following:
1. Deduct $66,924.00 previously approved as Amendment #12 for geothermal test well.
2. Add 69,785.00 for a geothermal test well, consisting of the following:
• Geothermal Test Well – $63,441.00
• Dewatering Permit - $2,750.00
• Administrative 10% Markup – $6,619.00
The total net value of this contract amendment is $5,886.00
Please refer to the attachments for additional information.
Sincerely,
Leigh S. Sherwood, AIA, LEED AP, NCARB
Principal
Attachments:
- Ogden Wells proposal, dated April 23, 2025
- Samiotes Dewatering Permit proposal, dated May 8, 2025
- Attachment F – Contract for Designer Services Amendment No.14
ATTACHMENT F
CONTRACT FOR DESIGNER SERVICES
AMENDMENT NO. 14
WHEREAS, the Town of Reading (“Owner”) and Lavallee Brensinger Architects (the “Designer”)
(collectively, the “Parties”) entered into a Contract for Designer Services for the Killam Elementary
School Project at the Killam Elementary School on the 12th day of December in the year Two-
Thousand Twenty-three (“Contract”); and
WHEREAS, effective as of May 1, 2025, the Parties wish to amend the Contract:
NOW, THEREFORE, in consideration of the promises and the mutual covenants contained in this
Amendment, and other good and valuable consideration, the receipt and legal sufficiency of which
are hereby acknowledged, the Parties, intending to be legally bound, hereby agree as follows:
1. The Owner hereby authorizes the Designer to perform services for the Design Development
Phase, the Construction Phases, and the Final Completion Phase of the Project, pursuant to the
terms and conditions set forth in the Contract, as amended.
2. For the performance of services required under the Contract, as amended, the Designer shall be
compensated by the Owner in accordance with the following Fee for Basic Services:
Fee for Basic Services: Original Contract After this Amendment 14
Including Amd 1-13
Feasibility Study Phase $ 400,000.00 $ 400,000.00
Schematic Design Phase $ 450,000.00 $ 450,000.00
Design Development Phase $ $
Construction Document Phase $ $
Bidding Phase $ $
Construction Phase $ $
Completion Phase $ $
Extra Services Over the Basic $ 801,337.94 $ 807,223.94
Total Fee $ 1,651,337.94 $1,657,223.94
This Amendment is a result of: Additional Service – Geothermal Test Well-2
3. The Construction Budget shall be as follows:
Original Budget: $ TBD
Amended Budget $ TBD
4. The Project Schedule shall be as follows:
Original Schedule: $ TBD
Amended Schedule $ TBD
5. This Amendment contains all of the terms and conditions agreed upon by the Parties as
amendments to the original Contract. No other understandings or representations, oral or
otherwise, regarding amendments to the original Contract shall be deemed to exist or bind the
Parties, and all other terms and conditions of the Contract remain in full force and effect.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have
caused this Amendment to be executed by their respective authorized officers.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have
caused this Amendment to be executed by their respective authorized officers.
OWNER
_____________________________________________________________
(print name)
(print title)
By
(signature )
Date
DESIGNER
Lance Whitehead, AIA______________________________
(print name)
Managing Principal
(print title)
By
(signature )
Date 5/12/2025
Ogden Well & Pump Company Inc.
17 Catherwood Road Tewksbury Ma 01876 1-800-339-9051 Fax: 978-459-0368
April 23, 2025
Lavallee/Brensinger Architects
99 Bedford Street
Boston, Ma. 02111
Attn: Jenni Katajamaki
1-401-837-4472
Jenni.katajamaki@lbpa.com
Re: (1) 805’ Test Geothermal Close Loop - 48Hr.Test –Killam Elementary School Reading Ma 01867:
OGDEN WELLS is pleased to offer the following prices for Geothermal Drilling and associated work.
Re: (1) 805’ Test Geothermal Close Loop - 48 Hr. Thermal Conductivity Test:
Drilled (1) 805’ Test geothermal close loop borehole
Procurement BOH Permits - $500.00
Mobilization of equipment site & setup (Excavation of pit for drilling) 5,000.00
Mobilization of Temp Fencing /sound barrier – $13,691.00 - 100’x 100’ area (400’-Total) 13,691.00
Drilling of 8¾” Socket Hole & Setting of 6” Steel well casing (40’) - $30.00 per/ft. 1,200.00
6” Steel Well casing (40’) - $35.00 per/ft. 1,400.00
Drilling of 6” Rotary DTH Borehole from bottom of casing (765’- Rig Air only) - $20.00 per/ft. 15,300.00
Installed 1½”1610’ loop sdr-11- pressure/flow test - $4,500.00 per/loop 4,500.00
Grout in place w/1.2btu TG Lite geothermal grout (60 single batches/grout) 8,700.00
Install irrigation box over borehole - Cut well Head below grade (Stock file Drilling debris) 650.00
Conduct 48hr.Thermal C/Test (Test after 5 days + Seal end caps) $8,000.00
Measure/record/report amount of diesel fuel used by the drilling rig drilling borehole - --------------
Measure/record/report on the amount of water used in the drilling/grouting process - --------------
Measure/record/report on the rate of penetration drilling through the rock to depth 805- --------------
Measure/record/report of noise levels at 50/100/150 feet from the drill rig - --------------
Measure/record/report the level of air pollutants from the diesel exhaust- + $4,500.00
Signed Estimate required to schedule work (1) 805’ Geothermal Test per/Borehole = $63,441.00
Additional Drilling of 8¾” Socket Hole - $30.00 per/ft. installed over 40’
Additional Casing if required - $35.00 per/ft. installed over 40’
Additional single Batches of grout - $145.00 per/Batch over 60 batches per/borehole
Additional Restore area around drilling location w/drilling debris - $5,000.00 per/site (Additional loam /seeding)
Exclusions:
Permits for discharging of any drilling water to storm drains, permits, Discharge fees, etc. by others.
Permits for wetlands thru conservation Etc. by others.
PE stamp on any drawings or documents by others.
All layouts for boreholes by others.
Dewatering System Equipment:
(2) 20 yard containers w/ liners – pump - hoses - Mobilization, delivery setup – labor – teardown –
Demobilization = $25,000.00
Vac-Truck operator w/ cleaning crew to remove sludge/ drilling debris from (2) containers Cleaning out
(Service is provided daily rate basis-work to take approximately 8 hours per/day) = $5,000.000 per/day
Ogden Well & Pump Company Inc.
17 Catherwood Road Tewksbury Ma 01876 1-800-339-9051 Fax: 978-459-0368
April 23, 2025
Removal of drill debris from containers + well head = $300.00 per/ton = $4,800.00 per/truck load (3500 gals. - 16 tons)
All drilling debris + water including dewatering tanks left on site:
Notes:
Free and easy access required
The cost of removing debris from drilling is included in this Estimate/Bid
Dewatering system good up to 50gpms higher volumes will required additional equipment
Drill Rig air only may require additional equipment with higher volumes of G PMs
Additional High pressure Air package w/Air booster 2250cfm/750psi – Air compressor 1175/350-$5,000.00
standby/mobilization/setup = $3,500.00- per/borehole
Additional Drill Rig Stand-By Time - $1,500.00 per/Hr.
All Drilling debris from tanks to be left on sited. (If required pricing for removal is available per request )
Additional Tank Debris for deposal off site – Total of 7,000 gallons per/day (If required per/load testing not included)
Payment of all invoices within 60 Days
Customer agrees with the location of the well to be drilled. The customer resumes all responsibilities for
setbacks.
The customer shall provide locations of underground structures or utilities. The client agrees to accept th e
risk of any damage associated w/ the work performed that may occur to these structures.
Customer acknowledges that OGDEN WELLS does not guarantee quality or quantity of water obtained
during the drilling process.
OGDEN WELLS will try to minimize damage to the property, but due to the size and weight of the
equipment required to drill the well, damage may occur, which OGDEN WELLS will not be held liable.
OGDEN WELLS reserves the right of entry to access its equipment until payment in full is received.
Accept__________________________________________________________Date________________
Authorized Signature
Please visit our websites @ www.ogdenwells.net / www.geothermalma.com
T.J. Ogden Well & Pump Co., Inc.
Specializing in the expert installation of ground water systems, geothermal drilling, design & installation
100 Federal Street,
Floor 13
Boston, MA 02110
www.cplusa.com
May 29, 2025
Matthew Kraunelis
Town Manager
Town of Reading
16 Lowell St
Reading, MA 01867
Subject: J. Warren Killam Elementary School Designer Amendment #16
Dear Mr. Kraunelis:
Colliers Project Leaders has reviewed and recommend the approval of Lavallee Brensinger
Architects’ Contract Amendment #16 for the J. Warren Killam Elementary School project.
Lavallee Brensinger Architects’ Contract Amendment #16 is for extra services over the basic under
the MSBA Designer Contract from Design Development phase through Closeout phase for a total of
Four Hundred Forty-Three Thousand Six Hundred Fifty-Eight 00/100 Dollars ($443,658.00). We
recommend using the following ProPay Codes and Breakdowns.
Additional Services Proposed Fee ProPay Code
Hazardous Materials $172,700.00 0204-0200
Geotechnical $148,038.00 0204-0300
Geoenvironmental $70,670.00 0204-0300
Soil Testing $3,300.00 0204-0400
Building Control Plan $3,850.00 0204-0400
Supplemental Survey $11,000.00 0204-0400
Certified Plot plan $4,400.00 0204-0400
Site Acoustic Survey $7,700.00 0204-0400
Reimbursables $22,000.00 0203-9900
As design work is ongoing, we respectfully request execution of this agreement at the earliest
opportunity. Please let us know if you have any questions.
Sincerely,
A. Michael Carroll III
Project Director
Mike.Carroll@collierseng.com
cc: Tom Milaschewski, Superintendent
Carla Nazzaro, School Building Committee Chair
Boston | Manchester | Portland | www.LBPA.com
May 29, 2025
Mr. Matthew Kraunelis
Town Manager
Town of Reading, MA
16 Lowell St.
Reading, MA 01867
E-Mail: mkraunelis@ci.reading.ma.us
Re: Killam Elementary School
Owner-Architect Contract Amendment No. 16 - Additional DD-CL Services #1
Dear Mr. Kraunelis,
Please find attached Amendment No. 16 to the Owner-Architect Contract. The services listed in this proposal
are considered extra services over the basic under the MSBA Designer Contract.
This Amendment consists of the following:
Additional Service Consultant Proposed Fee Fee with 10% Markup
1 Hazardous Materials UEC $157,000 $172,700
2 Geotechnical LGCI $134,580 $148,038
3 Geoenvironmental CDW $64,245 $70,670
4 Soil Testing Samiotes $3,000 $3,300
5 Building Control Plan Samiotes $3,500 $3,850
6 Supplemental Survey Samiotes $10,000 $11,000
7 Certified Plot plan Samiotes $4,000 $4,400
8 Site Acoustic Survey Acentech $7,000 $7,700
9 Reimbursables $20,000 $22,000
Total $403,325 $443,658
Summary Description of Services
Please refer to the attached proposals for a detailed description.
1. Hazardous Materials – Includes destructive investigation to verify quantities of hazardous materials in
the existing building and final specifications for their removal.
2. Geotechnical – Finalization of the geotechnical design; includes earthwork specifications and CA
services.
3. Geoenvironmental – Finalization of the geoenvironmental design; includes specifications and
construction oversight of impacted regulated soil removal.
4. Soil Testing - Required to finalize stormwater management design.
5. Building Control Plan – Includes preparation of a building control plan to provide guidance to the
contractor as to how to locate the building on the site.
6. Supplemental survey – Includes extending the survey to abutting properties and to across the street
on Charles and Haverhill Streets, as well as a tree-by-tree survey of the wooded area.
7. Certified Plot Plan - Required by the building department as part of the ZBA application.
8. Site Acoustic Survey - Recommended to demonstrate compliance with MassDEP sound regulations.
9. Reimbursables - Budget number to hold for reimbursable expenses such as filing fees, permit fees,
and printing costs. To be billed at cost + 10% markup.
The total amount of this contract amendment is $443,658
Please refer to the attachments for additional information.
Sincerely,
Leigh S. Sherwood, AIA, LEED AP, NCARB
Principal
Attachments:
- Attachment F – Contract for Designer Services Amendment No.16
- Proposals:
o Universal Environmental Consultants (UEC) Hazardous Materials Consulting proposal, dated
April 16, 2025
o Lahlaf Geotechnical Consulting, Inc. (LGCI) Geotechnical Services proposal, dated May 16,
2025
o CDW Geoenvironmental proposal, dated May 23, 2025
o Acentech Community Noise Survey proposal, dated May 23, 2025
o Samiotes Building Control Plan and Supplemental Topo proposal, dated May 29, 2025
ATTACHMENT F
CONTRACT FOR DESIGNER SERVICES
AMENDMENT NO. 16
WHEREAS, the Town of Reading (“Owner”) and Lavallee Brensinger Architects (the “Designer”)
(collectively, the “Parties”) entered into a Contract for Designer Services for the Killam Elementary
School Project at the Killam Elementary School on the 12th day of December in the year Two-
Thousand Twenty-three (“Contract”); and
WHEREAS, effective as of June 2, 2025, the Parties wish to amend the Contract:
NOW, THEREFORE, in consideration of the promises and the mutual covenants contained in this
Amendment, and other good and valuable consideration, the receipt and legal sufficiency of which
are hereby acknowledged, the Parties, intending to be legally bound, hereby agree as follows:
1. The Owner hereby authorizes the Designer to perform services for the Design Development
Phase, the Construction Phases, and the Final Completion Phase of the Project, pursuant to the
terms and conditions set forth in the Contract, as amended.
2. For the performance of services required under the Contract, as amended, the Designer shall be
compensated by the Owner in accordance with the following Fee for Basic Services:
Fee for Basic Services: Original Contract After this Amendment 16
Including Amd 1-15
Feasibility Study Phase $ 400,000.00 $ 400,000.00
Schematic Design Phase $ 450,000.00 $ 450,000.00
Design Development Phase $ 1,887,500 $ 1,887,500
Construction Document Phase $ 3,342,500 $ 3,342,500
Bidding Phase $ 286,500 $ 286,500
Construction Phase $ 3,342,500 $ 3,342,500
Completion Phase $ 191,000 $ 191,000
Extra Services Over the Basic $ 804,198.94 $ 1,247,856.94
Total Fee $ 10,704,198.94 $ 11,147,856.94
This Amendment is a result of: Additional DD-CL Services #1
3. The Construction Budget shall be as follows:
Original Budget: $ 101,521,394
Amended Budget $
4. The Project Schedule shall be as follows:
Original Schedule: TBD
Amended Schedule TBD
5. This Amendment contains all of the terms and conditions agreed upon by the Parties as
amendments to the original Contract. No other understandings or representations, oral or
otherwise, regarding amendments to the original Contract shall be deemed to exist or bind the
Parties, and all other terms and conditions of the Contract remain in full force and effect.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have
caused this Amendment to be executed by their respective authorized officers.
IN WITNESS WHEREOF, the Owner, with the prior approval of the Authority, and the Designer have
caused this Amendment to be executed by their respective authorized officers.
OWNER
_____________________________________________________________
(print name)
(print title)
By
(signature )
Date
DESIGNER
Lance Whitehead, AIA______________________________
(print name)
Managing Principal
(print title)
By
(signature )
Date 5/29/2025
April 16, 2025
Ms. Jenni Katajamaki
Senior Project Manager
Lavallee Brensinger Architects
155 Dow Street, Suite 400
Manchester, NH 03101
Reference: Hazardous Materials Consulting Services
Killam Elementary School, Reading, MA
Dear Ms. Katajamaki:
Thank you for the opportunity for Universal Environmental Consultants (UEC) to provide professional
services.
We are pleased to submit our proposal for the above-mentioned project.
Should this proposal meet with your approval, kindly execute, and return the enclosed proposal.
Please do not hesitate to call me at (508) 628-5486 if you have questions about this proposal or our services.
Very truly yours,
Universal Environmental Consultants
_____________________________
Ammar M. Dieb
President
UEC:\Proposals\IDM\LBPA-Killam Elementary School-IDM.DOC
Enclosure
PROPOSAL
FOR
HAZARDOUS MATERIALS CONSULTING SERVICES
AT THE
KILLAM ELEMENTARY SCHOOL
READING, MA
SCOPE OF SERVICES:
TASK I (Asbestos Inspection Services):
A. Conduct an inspection of the School per the Environmental Protection Agency (EPA) NESHAP
regulations for Asbestos Containing Materials (ACM) and obtain data for final design.
B. Collect bulk samples from suspect materials and analyze these samples for asbestos by Polarized
Light Microscopy (PLM) and by Transmission Electron Microscopy (TEM) for non-friable suspect ACM.
TASK II (Asbestos Destructive Site Survey):
A. Retain the services of a demolition/site contractor (Contractor) to excavate around the foundations
walls (soil/grass) to expose any suspect ACM that might be found below grade. Backfill using the
same excavated soil. The contractor will also perform selective destructive demolition of the exterior
walls to expose any suspect ACM that might be found. Patch the exterior walls with similar or
equivalent.
B. Retain the services of a licensed roofer to cut and patch the roof.
C. Collect and analyze bulk samples of any suspect materials and analyze for asbestos.
TASK III (Hazardous Materials Design Services):
A. Meet virtually with the client to present recommendations for specifications.
B. Prepare Contract Specifications based on the recommendations as accepted by the client to include
the following:
- Asbestos;
- Environmental Procedures;
C. Prepare addenda and provide any additional information required during the bid period.
TASK IV (Asbestos/Demolition Construction Monitoring and Air Sampling Services):
A. UEC designer will prepare a Non-Traditional Work Plan and submit it to the Department of
Environmental Portion (DEP) for approval.
B. UEC designer will review submittals provided by the contractor.
C. UEC Project Manager will attend a pre-construction conference prior to start of work.
D. UEC Project Monitor will provide on-site asbestos abatement and building demolition project
monitoring and observe the contractor's practices and procedures during the removal process.
E. The Project Monitor will attend meetings during asbestos abatement activities.
F. The Project Monitor will collect and analyze air samples in accordance with Federal and State
regulations as follows:
Background air samples by Phase Contrast Microscopy (PCM) prior to the commencement of
abatement activities in each area to establish the ambient levels of airborne fibers.
General area air samples by PCM during abatement activities both inside and outside abatement
work areas to verify airborne fiber levels do not exceed required limits.
Clearance air samples by PCM as required by Federal and State regulations. PCM samples will be
collected and analyzed on-site in accordance with 40 CFR 763 as required by Federal and State
regulations.
G. The Project Monitor will perform air sampling on the exterior of the school during demolition as
required by the DEP.
H. Produce a final report, including daily logs, sample results based on EPA compliance audit protocol.
FEES FOR SERVICES:
TASK I (Asbestos Inspection Services):
Lump Sum Fee including all sampling of $ 6,500.00
TASK II (Asbestos Destructive Site Survey):
Lump Sum Fee including all sampling of $ 11,500.00
TASK III (Hazardous Materials Design Services):
Lump Sum Fee of $ 14,000.00
TASK IV (Asbestos/Demolition Construction Monitoring and Air Sampling Services):
Lump Sum Fee of $ 125,000.00
Proposal Authorized By:
_____________________________
Ammar M. Dieb
President
Proposal Accepted by:
Signature: _____________________________________________
Ms. Jenni Katajamaki
Senior Project Manager
Lavallee Brensinger Architects
155 Dow Street, Suite 400
Manchester, NH 03101
100 Chelmsford Road, Suite 2, Billerica, MA 01862 Tel: (978) 330-5912 Fax: (978) 330-5056 www.lgcinc.net
May 16, 2025
Ms. Jenni Katajamaki, RA, LEED® AP, MCPPO
Senior Project Manager
Lavallee Brensinger Architects
99 Bedford Street
Boston, MA 02111
Phone: (617) 398-2046
Mobile: (401) 837-4472
E-mail: jenni.katajamaki@lbpa.com
Re. Proposal for CD and CA Phase Geotechnical Services
Proposed J. Warren Killam Elementary School
Reading, Massachusetts
LGCI Proposal No. 25057
LGCI Project No. 2412
Dear Ms. Katajamaki:
Lahlaf Geotechnical Consulting, Inc. (LGCI) appreciates the opportunity to submit this proposal
to provide Construction Document (CD) and Construction Administration (CA) geotechnical
services for the proposed J. Warren Killam Elementary School in Reading, Massachusetts. This
proposal is based on information you provided to us in your request for proposal (RFP) dated May
16, 2025.
Project Description and Background
The site is located at 333 Charles Street in Reading, MA. The site is bordered by Charles Street on
the western side, by private properties on the northern and southern sides, and by Haverhill Street
on the eastern side. The site is currently occupied by the existing school building, paved areas
around the building, and an athletic field and playground on the eastern side of the site. The athletic
field consists of a baseball field and is located between the existing school and Haverhill Street.
The proposed construction will include a new school building that will be located in the existing
athletic field on the eastern side of the site. We understand that the proposed building will have
a gross area of 122,941 square feet and footprint of about 50,200 sq. ft.
The proposed construction will also include paved driveways and a parking lot within the southern
area of the existing school; and a playground, a baseball field, and a basketball court within the
northern side of the existing school after the latter is demolished.
LGCI performed explorations and submitted a preliminary geotechnical report dated December
16, 2024. Our explorations indicated asphalt and topsoil, overlying fill extending to depths of up
to 10 feet beneath the ground surface, overlying buried organic soil and subsoil extending to depths
of up to 6 feet beneath the ground surface, overlying native deposits of sand and sand and gravel
extending to the bottom of the borings or top of weathered rock.
Proposal for CD and CA Phase Geotechnical Services
Proposed J. Warren Killam Elementary School
Reading, Massachusetts
LGCI Proposal No. 25057
LGCI Project No. 2412
Page 2 of 4
LGCI recommended removing the surficial organic soil, the exisitng fill, and the buried organic
soil and subsoil and supporting the proposed building on Structural Fill placed directly on the
native sand and gravel layer.
The purpose of our services is to assist Lavallee Brensinger Architects with the construction
documents and to perform geotechnical field services during construction.
Review Plans and Specifications (Task 8)
1. Review of Drawings – LGCI will review the foundation and civil drawings and will provide
comments in writing, as needed, including markup of the foundation plan. We have budgeted
ten (10) hours for this task.
2. Specifications – We will prepare Earth Moving Specifications. We have budgeted twelve (12)
hours for this task.
3. Consultation – We have budgeted fourteen (14) hours for meetings and consultation with the
you.
Construction Administration (Task 9)
1. Review Contractor’s Submittals and Respond to Contractor’s Questions – We will review the
geotechnical aspect of contractor’s submittals and we will provide written responses. We have
budgeted thirty (30) hours for this task.
2. Observe the Subgrade of Footings and Slabs – We will provide a geotechnical field
representative to observe the preparation of the subgrade of footings and slabs. Our scope does
not include observation of backfilling operations and field density testing. We understand that
you will retain a separate testing agency to perform these services. We have budgeted seventy
-five (75) visits for this task.
3. Field Reports – Our representative will prepare daily field reports containing a summary of our
observations and a summary of the geotechnical recommendations made in the field. We have
budgeted one (1) hour per report, and three (3) hours of project manager time for review.
Recommendations for stormwater management, erosion control, slope stability analyses,
pavement design, site specific seismic analyses, seismic settlement, liquefaction analysis, pile
analysis and design, and cost or quantity estimates are not included in our scope of work.
LGCI’s scope of services does not include an environmental assessment for the presence or
absence of wetlands or analytical testing for hazardous or toxic materials in the soil, surface water,
groundwater, or air, on or below or around this site, or mold in the soil or in any structure at the
site. Any statements regarding odors, colors, or unusual or suspicious items or conditions are
strictly for the information of the client.
Proposal for CD and CA Phase Geotechnical Services
Proposed J. Warren Killam Elementary School
Reading, Massachusetts
LGCI Proposal No. 25057
LGCI Project No. 2412
Page 3 of 4
Proposed Schedule
We will submit our comments on the foundation and civil drawings, and Earth Moving
Specifications within about two (2) weeks of receiving the drawings. We will review submittals
within two (2) weeks of receiving the submittal. Our daily field observation reports will be
submitted the week after our observations.
Project Fee
We estimate that our fee will be about $126,240. We propose performing the services described
in Task 8 (items 1 and 2) on a lump sum basis and the remainder of our services on a time-and-
expenses basis using rates in the table below. The breakdown of our estimated fee is shown below:
8 Review Plans and Specifications
1 Review Drawings 2,340.00
2 Prepare Specifications 2,800.00 CD Phase
3 Consultation 3,200.00 8,340.00
9 Construction Administration
1 Contractor Submittals and RFIs 7,500.00
2 Site Visits to Observe the Subgrade of Footings and Slabs 84,800.00 CA Phase
3 Field Observation Reports, Review, and Coordination 25,600.00 117,900.00
126,240.00
No services beyond those described above would be provided without your prior knowledge and
approval. If site conditions or your needs require a change in the scope of work, we will prepare
for your approval a change order request that summarizes the changes to the project scope and fee.
Our services will be performed using the following unit rates.
Title/Position 2025 2026
Senior Geotechnical Engineer/Principal 234.00 244.00
Geotechnical Engineer/Project Manager 180.00 187.00
Senior Geotechnical Staff/Field Representative 117.00 122.00
Geotechnical Staff/Field Representative 111.00 115.00
Junior Geotechnical Staff/Field Representative 93.00 103.00
Mobilization Charge 60 63
Terms and Conditions
We propose performing our services in accordance with the terms and conditions of our existing
agreement dated April 15, 2024 and signed by Mr. Chris Drobat of Lavallee Brensinger Architects
on the same date.
Proposal for CD and CA Phase Geotechnical Services
Proposed J. Warren Killam Elementary School
Reading, Massachusetts
LGCI Proposal No. 25057
LGCI Project No. 2412
Page 4 of 4
LGCI trusts that the above proposal will be sufficient to meet your needs. If this proposal is
acceptable, please sign and return a complete copy of this proposal to LGCI. If you have any
questions, please call us at (978) 330-5912.
Sincerely,
LAHLAF GEOTECHNICAL CONSULTING, INC.
Abdelmadjid M. Lahlaf, Ph.D., P.E.
Principal Engineer
Agreed to by (please type name): _______________________ on (date):_______________
Company Name: ___________________________________
Signature: ___________________________________
4 California Drive, Suite 301, Framingham, MA 01071 | 508-875-2657 | www.cdwconsultants.com
May 23, 2025
Jenni Katajamaki, RA, LEED, AP, MCPPO
Senior Project Manager, Senior Associate
Lavalee Brensinger Architects
99 Bedford Street, Suite 501
Boston, MA 02111
RE: Geoenvironmental Services Design Development through Construction Administration
Killam Elementary School, Reading, Massachusetts
Dear Ms. Katajamaki:
CDW Consultants, Inc. (CDW) is pleased to present this proposal to provide environmental consulting
services at the above referenced location (“Site”). CDW understands that Lavalee Brensinger Architects is
submitting a proposal in response to the Reading School District’s Request for Proposal for Architectural
Services for the design, bid support, and construction of a new elementary school (the Project). CDW is
providing a scope and fee for environmental support services during Design Development (DD) through
Construction Administration (CA). CDW’s approach is to provide proactive and integrated services with
the intent to work as an extension of the design team. CDW has outlined a scope of services below but
understands the need for flexibility and will be prepared to make adjustments to meet specific project and
team needs as they evolve. CDW assumes that full site access will be available for this work. Our proposal
includes the Scope of Services, Schedule of Services, Fee for Services, and Terms and Conditions.
SCOPE OF SERVICES
CDW proposed Scope of Services are categorized in the following tasks:
Task 1: Design Development Support
CDW will review a Phase I Environmental Site Assessment and Preliminary Soil Sampling and Analysis
Results Report prepared by FS Engineers. CDW will prepare Draft Design Development (DD) design
specifications for Impacted Soil Management and Impacted Groundwater Management.
CDW will prepare an initial estimate of probable construction costs for the management of soil and
groundwater, to the extent design and construction means and methods are understood at that time.
CDW will present the findings of the report reviews and existing soil testing results on project design
aspects. CDW will make recommendations for additional data acquisition, as may be needed.
4 California Drive, Suite 301, Framingham, MA 01071 | 508-875-2657 | www.cdwconsultants.com
Killam Elementary School
DD-CA Services
May 23, 2025
Page: 2
Task 2: Construction Documents/Construction Administration
CDW will prepare Construction Documents (CDs) design specifications at 60%, 90% and 100% for
Impacted Soil Management and Impacted Groundwater Management. This task includes two submissions:
DD and 100% CDs, including two specifications: Impacted Soil Management and Impacted Groundwater
Management.
CDW will prepare a revised estimate of probable construction cost for the management of soil and
groundwater, to the extent design and construction means and methods are understood at that time.
CDW will attend up to 6 construction meetings, conduct review and response to up to 4 contractor RFIs
and review up to 6 required technical specification contractor submittals related to soil and groundwater
management plans; Excavated Materials Management Plan, Groundwater Management Plan, and up to 4
soil or groundwater disposal profiles.
Task 3: Construction Oversight
CDW will provide up to 35 days of onsite field technical oversight. This is based on the following
assumption: an estimated 6500 cubic yards of impacted regulated soil (approximately 10,000 tons) may be
excavated and require hauling offsite to a suitable receiving facility (to be predetermined by the Site
contractor), at a removal rate of approximately 300 tons per day (15 trucks at 25 tons per load). The actual
volume of soil to be managed and disposed of offsite is unknown at the time of this budget, as well as the
contractor’s means and method for disposal, so this task and all assumptions require review and possible
revision as the project progresses through design , construction and bid phases. CD personnel will complete
shipping Bills of Lading daily log forms, provide field analytical screening of soil at regular intervals with
a photoionization detector (PID) and prepare a summary of daily shipments for record.
FEE FOR SERVICES
For this project, as defined in SCOPE OF SERVICES, compensation shall be on a LUMP SUM, not to
exceed basis estimated as follows:
Task 1. Design Development Support $ 9,000
Task 2 Construction Documents/Construction Administration $ 9,200
Task 3: Construction Oversight $46,045
Total Estimated Project Costs $64,245
EXCLUSIONS
The scope of work assumes free and clear access to all sampling locations at the time of mobilization. In
addition, the following work is excluded from this Scope:
• Full site soil pre-characterization for soil or groundwater export during construction
• Sampling of buildings or structures for asbestos, PCBs, lead-based paint, or other hazardous
building materials
• Sampling and testing for additional soil constituents such as buried hazardous building materials
• Preparation of any permits or payment of any fees beyond those specified in the above Scope
4 California Drive, Suite 301, Framingham, MA 01071 | 508-875-2657 | www.cdwconsultants.com
Killam Elementary School
DD-CA Services
May 23, 2025
Page: 3
• Preparation of any reports beyond those specified in the above Scope
• Laboratory rush charges to obtain sample results in under 2 weeks
• No MassDEP LSP or Asbestos Designer Services deliverables
• No oversight of non-regulated soil export
• No oversight of groundwater treatment, testing or permit compliance if applicable
CDW insurance includes a hold harmless insurance provision for both general liability and errors and
omissions, however “defense” coverage is not included in errors and omissions.
Invoicing will occur monthly and at the completion of the project. Note that our tasks and phases of work
do not align directly with the client’s timeline under the primary contract with the project owner as it is
front-loaded to collect necessary information for Specifications and design documents and will be billed
accordingly.
A significant amount of CDW work scope and billing are 3rd party vendor charges for drilling and laboratory
services. These vendors do not operate on a pay-when-paid basis and therefore CDW cannot agree to terms
of indefinite payment. All invoices that include vendor charges are to be paid as defined in the general
contract terms, but no later than 120 days from the date of invoicing.
With the above limitations, CDW generally accepts the applicable Terms and Conditions of Client’s
contract for services with the project owner.
Please sign a copy of this agreement. Retain a copy for your files and return the other to us, the receipt of
which shall constitute Notice-to Proceed. If you have any questions, please do not hesitate to contact the
undersigned at extension 27. We look forward to working with you on this important project.
Very truly yours,
CDW CONSULTANTS, INC. Lavalee Brensinger Architects
William J. Betters, PG, LSP, Name:
Principal / COO Date:
BOSTON | LOS ANGELES | PHILADELPHIA | CHARLOTTESVILLE
HQ: 33 Moulton Street | Cambridge, MA 02138 | acentech.com
May 23, 2025
Jenni Katajamaki, RA, LEED AP, MCPPO
Senior Associate
Lavallee Brensinger Architects
155 Dow Street, Suite 400
Manchester, NH 03101
Email: jenni.katajamaki@lbpa.com
Subject: Proposal for Additional Acoustics Consulting Services (Community Noise)
Killam Elementary School
Reading, MA
Acentech Proposal No. O637308.02
Dear Jenni,
Thank you for requesting this proposal for additional Acoustics Consulting services for the Killam
Elementary School project. This additional services proposal covers the site noise survey for Killam
Elementary School as well as analysis and recommendations related to community noise control of MEP
equipment.
MOTIVATION
Noise produced by project MEP systems must adhere to the regulations issued by the Massachusetts
Department of Environmental Protection (MassDEP), which states:
“A noise source will be considered to be violating the Department’s noise regulation
(310 CMR 7.10) if the source:
1. Increases the broadband sound level by more than 10 dB(A) above ambient,
or
2. Produces a “pure tone” condition – when any octave band center frequency
sound pressure level exceeds the two adjacent center frequency sound pressure
levels by 3 decibels or more.
These criteria are measured both at the property line and at the nearest inhabited
residence. “Ambient” is defined as the background A-weighted sound level that is
exceeded 90% of the time, measured during equipment operating hours. “Ambient” may
also be established by other means with consent of the Department.”
A site noise survey would be useful to 1) determine how loud project MEP equipment can be while still
complying with MassDEP, and 2) determine the existing sound levels residential neighbors are
accustomed to, especially given how close residential neighbors are to the School. Establishing existing
ambient noise levels will allow us to design sufficient noise control solutions without overdesigning the
noise control.
SCOPE OF SERVICES
As part of the community noise additional service, we will:
1. Visit the site to install up to 3 long term sound monitors for a period of 5 to 7 days, including a
weekend, to continuously log hourly sound levels of ambient noise conditions. The monitors
document sound levels only; they do not make audio recordings of speech or any other audio
signal. After the measurement period, we will retrieve the monitors and analyze the data to
quantify the lowest hourly ambient sound levels during both daytime and nighttime periods. This
Killam Elementary School
May 23, 2025
Page 2
ACENTECH
ACOUSTICS | TECHNOLOGY | VIBRATION
information will be useful for determining appropriate criteria for new building MEP equipment
noise levels to the surrounding community based on MassDEP.
2. Based on information you provide to us including the locations of the property lines, the
locations of external equipment planned for the site, equipment manufacturer’s noise level data,
and architectural and topological features that impact the propagation of noise in the
environment, we will predict the noise levels due to expected operation of exterior MEP
equipment associated with the project at several representative locations along the nearest non -
town-owned property lines. We will compare these projected levels to the ambient
measurements we make as part of our proposed Task 1 (above). We will predict both daytime
and nighttime levels, based on information from the project mechanical engineers regarding
typical and expected daytime and nighttime usage and MEP equipment demand.
We will submit the results of our analysis to you in an e-mailed letter report. We will include
figures as required to clarify the details of our report, including the locations of the measured
and projected noise levels around the site. This initial analysis should occur during DD.
3. If determined necessary from Task 2, we will recommend strategies to mitigate noise generated
by exterior MEP equipment on the subject project in order to come into compliance with the
MassDEP regulations. We will work with you and your mechanical engineers to incorporate
these mitigation measures into the project documents.
CONSULTING FEES / TERMS AND CONDITIONS
We propose to provide the acoustic consulting services described above for a fixed fee of $7,000,
including expenses, in accordance with the Terms and Conditions agreed upon for our base scope.
Please contact me if you have any questions or if I can modify the attached proposal to better suit your
needs. You can reach me at 617-499-8009 or at alam@acentech.com.
Sincerely,
Allison Lam
Senior Consultant
CC: Jonah Sacks (Acentech)
ACCEPTED BY:
Firm:
Name (Print):
Signature:
Title:
Date:
May 29, 2025
Lavallee | Brensinger Architects
Attn: Jenni Katajamaki, RA, LEED AP, MCPPO
Senior Project Manager | Senior Associate
99 Bedford Street, Suite 501
Boston, MA 02111
RE: J. Warren Killam Elementary School – Reading (Survey) SCI# 53086.01
Addendum #1 (CPP, Building Control & Supplemental Topo)
Dear Jenni:
Samiotes Consultants, Inc. (Samiotes) is pleased to present this addendum for out-of-scope land
surveying services for the J. Warren Killam Elementary School project located at 333 Charles
Street, Reading, Massachusetts. Our addendum is as follows:
I – SCOPE OF WORK / TASKS
A. Building Control Plan: Samiotes will prepare a Building Control Plan to be used for
construction layout (by Others). Samiotes will incorporate the proposed plans provided
by the Architect and Structural Engineer. Samiotes will then finalize the Building
Control Plan showing the proposed structure situated on the property. Coordinates
will be provided for four (4) proposed column grid intersections and four (4) survey
control points.
B. Supplemental Topographic Survey & Plan: Samiotes will conduct a limited
topographic survey to supplement the previously completed survey work on the site,
limited as shown in green on the survey limits sketch. Samiotes will locate induvial
trees 4” caliper or greater, limited as shown in green and circled in red on the survey
limits sketch. Existing underground utilities will be shown at a Quality Level C of the
Standard Guidelines for the Collection and Depiction of Existing Subsurface Utility Data
(38-02) by the American Society of Civil Engineers.
Note: Permission to access abutting properties must be granted and coordinated by the
Town. Topographic Survey of inaccessible areas will be deemed an Additional Service.
C. Certified Plot Plan: Samiotes will prepare a Certified Plot Plan suitable for filing with
the Town of Reading. Samiotes will incorporate the proposed plans provided by the
Architect. Samiotes will incorporate a zoning table on the plan. Samiotes will then
finalize the Certified Plot Plan showing the proposed structure situated on the property
with the dimensions and setbacks from the property lines.
II – FEE FOR SERVICES (Invoice Tasks in Italics)
A. Building Control Plan (Task 21)
Fixed Fee – $3,500.00
Method of Billing – Lump Sum billed monthly on a percentage of task completion basis.
B. Supplemental Topographic Survey & Plan (Task 22)
Fixed Fee – $10,500.00
Method of Billing – Lump Sum billed monthly on a percentage of task completion basis.
C. Certified Plot Plan (Task 23)
Fixed Fee – $4,000.00
Method of Billing – Lump Sum billed monthly on a percentage of task completion basis
Samiotes Consultants, Inc.
Civil Engineers + Land Surveyors
20 A Street
Framingham, MA 01701-4102
T 508.877.6688
F 508.877.8349
www.samiotes.com
Page 2
SCI #53086.01
May 29, 2025
J. Warren Killam Elementary School – Reading (Add #1 CPP, Building Control & Suppl. Topo))
EXPENSES: Reimbursable Expenses are included in the fees listed above with the exception of overnight mailings and
courier services when requested by Client.
ADD ALTERNATES (Fees may be refined as Scope is better defined)
A. Police Detail: Samiotes will coordinate for a Police Detail to assist in survey fieldwork within the public streets. This
task assumes a one-half (1/2) day police detail.
Approximate Fee: $500.00 (Town to Coordinate)
III – PROJECT SCHEDULE
Services will be delivered according to an overall Project Schedule mutually agreed upon with the Client.
IV – RATE SCHEDULE
Hourly work and Additional Services will be billed hourly at the following rates. These rates are subject to change as a result
of fluctuating market conditions:
Principal / President $330.00 per Hour
Expert Witness $375.00 per Hour
Director of Engineering $250.00 per Hour
Senior Project Manager $205.00 per Hour
Director of Land Surveying $220.00 per Hour
Registered Professional Engineer $185.00 to $200.00 per Hour
Registered Professional Land Surveyor $190.00 per Hour
Survey Field Crew (2-person) $205.00 per Hour
Survey Field Crew (1-person) $160.00 per Hour
2-Person Survey Field Crew (Construction Layout) $3,500.00 per Day
$2,000.00 per one-half Day
Civil Project Manager $180.00 per Hour
Survey Project Manager $155.00 per Hour
Soil Evaluator $160.00 per Hour
Director of Reality Capture $190.00 per Hour
3D Scan Processing $160.00 per Hour
Certified Arborist $150.00 per Hour
Project Engineer (I, II, III) $120.00, $130.00, $140.00 per Hour
Project Surveyor (I, II, III) $110.00, $120.00, $130.00 per Hour
Survey Technician $100.00 per Hour
Professional Staff $90.00 per Hour
Administrative Staff $85.00 per Hour
Archive Retrieval Fee (Up to 1 hour) $150.00 Flat Fee
AUTHORIZATION TO PROCEED: Execution of this document constitutes Authorization to Proceed. Work will not proceed
until a signed copy is returned to this office.
VALIDITY: The prices quoted are valid for sixty (60) days.
COST: Rates are re-evaluated on an annual basis. Once the document is signed, the fees and terms shall remain in effect
until the end of the calendar year. If the project continues beyond that time, Samiotes’ hourly rates will be revised to conform
to Samiotes’ standard hourly rates for that calendar years. If Additional Services are contracted, the Client will be notified of
the updated rate schedule.
TERMS AND CONDITIONS: The Terms and Conditions attached to the original contract remain in effect.
Page 3
SCI #53086.01
May 29, 2025
J. Warren Killam Elementary School – Reading (Add #1 CPP, Building Control & Suppl. Topo))
ACCEPTANCE: This Document for Professional Consulting Services is hereby accepted and executed by a duly authorized
signatory who, by execution hereof, warrants that he/she has full authority to act in the name of and on behalf of
LAVALLEE | BRENSINGER ARCHITECTS
By: ____________________________________ Title: _________________________
Printed Name: __________________________ Date: _________________________
Agreed:
SAMIOTES CONSULTANTS, INC.
By: _____________________________Title: President / By: _________________________Title: Director of Survey
Stephen R. Garvin, PE, LEED AP Principal Dan Fleming, PLS
Please return a copy of the executed document as Authorization to Proceed. Thank you for this request for Samiotes’
services.
P:\Proposals\2023 Proposals\53086.01 J. Warren Killam Elementary School - Reading (Add #1 CPP, Building Control & Suppl. Topo).docx
Property Tax Parcels
Deborah B. Goldberg James A. MacDonald Mary L. Pichetti
Chair, State Treasurer Chief Executive Officer Executive Director / Deputy CEO
40 Broad Street, Suite 500 ● Boston, MA 02109 ● Phone: 617-720-4466 ● www.MassSchoolBuildings.org
May 13, 2025
Mr. Matt Kraunelis, Town Manager
Town of Reading
Reading Town Hall
16 Lowell Street
Reading, MA 01867
RE: Town of Reading’s Project Scope and Budget Agreement
J. Warren Killam Elementary School (MSBA Project No. 202102460017)
Dear Mr. Kraunelis,
Attached please find the Project Scope and Budget Agreement (the “PSBA”) and the PSBA Exhibits for the J.
Warren Killam Elementary School in the Town of Reading (the “Town”).
The Town must forward one original signed copy of the PSBA; one signed original of Exhibit A, Total Project
Budget; one signed original of Exhibit A, Proposed Schedule of Alternates (if applicable); and one signed original of
Exhibit H, Reimbursement Rate Certification, to the MSBA. A copy of the PSBA will be returned to the Town after
it has been signed by the MSBA’s Executive Director.
Please do not date the Agreement on the first and last pages. The PSBA will be dated by the MSBA when the
MSBA’s Executive Director signs the Agreement.
The MSBA no longer requires mailed original signed hard copies with wet signatures. The MSBA now prefers
electronic copies including a verified electronic signature through a document management program such as
Adobe.
The Town must also submit one copy of the Certification of Legal Counsel, which is being sent as a Word document
to enable the Town’s legal counsel to put the certification on his/her letterhead. The MSBA also prefers electronic
copies of the Certification of Legal Counsel including a verified electronic signature. The Certification of Legal
Counsel requires the Town’s legal counsel to certify which local public official or governmental body (the “Local
Governing Body”) has the full legal authority to execute the PSBA on behalf of the Town and to bind the Town to its
terms. The Town should keep a separate copy of the certification for the Town’s records.
In addition, the Town will need to provide a certified copy of the vote of the Local Governing Body authorizing the
Town to enter into and be bound by the PSBA and authorizing the signatory to execute the document on behalf of
the Town, where required by local charter, by-law, ordinance or other applicable law or policy. The MSBA will
accept scanned certified copies of the certified vote.
The required documents include:
Page 2
May 13, 2025
J. Warren Killam Elementary School
40 Broad Street, Suite 500 ● Boston, MA 02109 ● Phone: 617-720-4466 ● www.MassSchoolBuildings.org
• one signed original of the PSBA;
• one signed original of Exhibit A, Total Project Budget;
• one signed original of Exhibit A, Proposed Schedule of Alternates (if applicable);
• one signed original of Exhibit H, Reimbursement Rate Certification;
• one signed copy of the Certification of Legal Counsel (please keep a separate copy for the Town’s
records); and,
• a certified copy of the vote of the Local Governing Body authorizing the Town to enter into and be
bound by the PSBA, only where required by local charter, by-law, ordinance, or other applicable law or
policy.
The required documents should be e-mailed to the project’s Project Coordinator.
If you have any questions, please feel free to contact me at August.Knuth@MassSchoolBuildings.org
Regards,
August Knuth
Staff Attorney
cc: Legislative Delegation
Carlo Bacci, Chair, Reading Select Board
Thomas Wise, Chair, Reading School Committee
Dr. Thomas Milaschewski, Superintendent, Reading Public Schools
Philip Littlehale, Director of Finance and Operations, Reading Public Schools
Carla Nazzaro, Chair, Reading School Building Committee
Mike Carroll, Owner’s Project Manager, Colliers Project Leaders
Leigh Sherwood, LaVallee Brensinger Architects
Jenni Katajamaki, LaVallee Brensinger Architects
File: 10.2 Letters (Region 3)
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
1
PROJECT SCOPE AND BUDGET AGREEMENT
This PROJECT SCOPE AND BUDGET AGREEMENT, (the “Project Scope and Budget
Agreement”), dated as of ___________________, 20_____ (the “Effective Date”) is
between the Massachusetts School Building Authority, a public instrumentality of the
Commonwealth of Massachusetts (the “Authority”), and the Town of Reading,
Massachusetts, together with its successors and assigns (the “District” or “Owner”)
(Authority and District collectively referred to as the “Parties”).
RECITALS
WHEREAS, chapter 70B of the Massachusetts General Laws (“Chapter 70B”), chapters
208 and 210 of the Acts of 2004, and 963 CMR 2.00 et seq. authorize the Authority to
approve Proposed Projects for a grant pursuant to the school building construction and
renovation program developed and managed by the Authority; and
WHEREAS, the District submitted a Statement of Interest to the Authority for the J.
Warren Killiam Elementary School, and the District prioritized this Statement of Interest
as its priority to receive any potential funding from the Authority;
WHEREAS, the Authority and the District conducted a project scope and budget
conference as described in 963 CMR 2.00 et seq., related to the facility deficiencies at the
J. Warren Killiam Elementary School;
WHEREAS, on April 30, 2025, the Board of Directors of the Authority voted to authorize
the Authority’s Executive Director to enter a Project Scope and Budget Agreement with
the District upon the terms and conditions stated herein and further authorized the
Executive Director do all acts and things and execute and deliver any and all documents and
agreements in connection with such project scope and budget conference;
WHEREAS, the Project Scope and Budget Agreement is one step in the multi-step process
of the Authority’s grant program for school building construction and renovation projects;
WHEREAS, the Authority’s grant program for school building renovation and
construction projects is a non-entitlement, discretionary program based on need, as
determined by the Authority;
WHEREAS, the District has submitted a signed Initial Compliance Certification, as
described in 963 CMR 2.02 and 2.06(2)(a), in the form prescribed by the Authority, and it
has been accepted by the Authority;
WHEREAS, the District has formed a School Building Committee to monitor the Project
and advise the District during the course of the Project;
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
2
WHEREAS, the District has procured an Owner’s Project Manager, as defined in Section
1 herein, using a qualifications-based selection process and such Owner’s Project Manager
has been approved by the Authority;
WHEREAS, the District has procured a Designer for the Project in accordance with the
provisions of M.G.L. c. 7C, s. 44 through 58, 963 CMR 2.04, 963 CMR 2.07(3) and any other
applicable laws and regulations and said Designer has been approved by the Authority’s
Designer Selection Panel;
WHEREAS, the Authority may reimburse the District for a portion of eligible, approved
costs incurred in connection with the Project undertaken by the District to replace the
existing J. Warren Killam Elementary School and construct a new facility serving students
in kindergarten through grade 5, plus pre-kindergarten on the site of the existing facility
under certain terms and conditions, hereinafter provided, and subject to the provisions of
M.G.L. c. 70B, 963 CMR 2.00 et seq., and all applicable policies and guidelines of the
Authority.
NOW THEREFORE, in consideration of the promises and the agreements, provisions and
covenants contained in this Agreement, and for other good and valuable consideration, the
receipt and sufficiency of which are hereby acknowledged, the Authority and the District
intending to be legally bound, hereby agree as follows:
1. DEFINITIONS
Capitalized terms that are not specifically defined in this Definitions section shall have the
meanings ascribed to them in either M.G.L. c. 70B or 963 CMR 2.00 et seq.
For purposes of this Project Scope and Budget Agreement, the following words shall have
the following meanings:
“Assisted Facility” means the school facility that is eligible for and will receive either a
Total Facilities Grant or partial payment of a Total Facilities Grant pursuant to Chapter
70B, chapter 645 of the Acts of 1948, or chapters 208 and 210 of the Acts of 2004 and a
Project Funding Agreement to be executed by the Authority and the District.
“Board” means the Board of Directors of the Authority, as established pursuant to Chapter
70B and the bylaws of the Authority.
“Construction Manager” or “Construction Manager at Risk” means a sole proprietorship,
partnership, corporation, or other legal entity that provides construction management at risk
services as defined in G.L. c. 149A, § 2 and is the person or entity procured as such by the
District in accordance with G.L. c. 149A, et seq., and who is primarily responsible for the
performance and execution of the construction work on the Project.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
3
“Contractor” is the person or entity identified as such throughout the Construction Contract
Documents and who is primarily responsible for the performance and execution of the
construction work on the Project.
“Designer” shall mean the individual, corporation, partnership, sole proprietorship, joint stock
company, joint venture, or other entity engaged in the practice of architecture, landscape
architecture, or engineering that meets the requirements of M.G.L. c. 7 C, § 44 and has been
procured and contracted by the District to perform professional design services.
“Effective Date” means the date of this Project Scope and Budget Agreement, as stated in
the first paragraph of this Project Scope and Budget Agreement.
“Monthly” means once each calendar month.
“Owner’s Project Manager” means a person under contract with, designated, or assigned
by the District and approved by the Authority, to fully and completely manage and
coordinate administration of the Project to completion. The Owner’s Project Manager must
meet the qualifications of G.L. c. 149, § 44A ½, 963 CMR 2.00 et seq., and all other
qualifications of the Authority.
“Project Cash Flow” means a detailed accounting of the projected amount of funding being
received and expended by the District during the course of the Proposed Project on a
monthly basis and attached hereto as Exhibit D.
“Project Schedule” means the schedule for the Proposed Project, including a detailed
estimated timeline as described in 963 CMR 2.09(11), which schedule shall be updated
from time to time and approved by the Authority and attached hereto as Exhibit C.
“Project Scope” means the scope of the Proposed Project that has been mutually agreed to
by the Authority and District and further described in Exhibit B attached hereto, as may be
updated from time to time.
“Project Scope and Budget Conference” means the conference described in 963 CMR
2.09(9).
“Project Site” means the specific location of the Proposed Project, as more fully described
in Exhibit E attached hereto.
“Proposed Project” refers to the proposal to replace the existing J. Warren Killam
Elementary School and construct a new facility serving students in kindergarten through
grade 5, plus pre-kindergarten on the site of the existing facility at 333 Charles St., Reading,
MA 01867, that meets the requirements of Chapter 70B and 963 CMR 2.00 et seq.
“School” means the J. Warren Killiam Elementary School located at 333 Charles St.,
Reading, MA 01867.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
4
“Statement of Interest” means the Statement of Interest, as defined in 963 CMR 2.02 and
all applicable policies and guidelines of the Authority, submitted by the District for the J.
Warren Killiam Elementary School;
“Total Facilities Grant” means the Authority’s final, approved, total financial contribution
to an Approved School Project, which is calculated pursuant to Chapter 70B and chapter
208 of the Acts of 2004, and paid to the District pursuant to a payment schedule developed
by the Authority.
“Estimated Maximum Total Facilities Grant” shall mean the estimated Total Facilities Grant
amount, as set forth in the Total Project Budget (“Exhibit A’), which amount does not include
reimbursement amounts for any potentially eligible costs within the own er’s contingency and
construction contingency line items in the Total Project Budget (“Exhibit A”). The actual Total
Facilities Grant for the Project may be an amount less than the Estimated Maximum Total
Facilities Grant pursuant to the Authority’s regulations, policies, and guidelines and the
provisions of this Agreement.
“Maximum Total Facilities Grant” shall mean the maximum Total Facilities Grant amount , as
set forth in the Total Project Budget (“Exhibit A”), that shall not be exceeded under any
circumstances. The Maximum Total Facilities Grant amount includes reimbursement amounts
for any potentially eligible costs that may be expended from the owner’s contingency and the
construction contingency line items in the Total Project Budget (“Exhibit “A”) in accordance
with the Authority’s regulations, policies and guidelines and the provisions of this Agreement.
The eligibility of any such costs for reimbursement shall be determined by the Authority within
its sole discretion provided that the total amount of Project costs eligible for reimbursement,
including any eligible costs expended from the owner’s contingency and construction
contingency line items, shall not exceed the Maximum Total Facilities Grant amount under any
circumstances. The actual Total Facilities Grant for the Project may be an amount less than the
Maximum Total Facilities Grant pursuant to the Authority’s regulations, policies, and
guidelines and the provisions of this Agreement.
“Total Project Budget” means a complete and full enumeration of all costs, including both hard
costs and soft costs, so-called, that the District reasonably estimates, to the best of its
knowledge and belief, has been or will be incurred in connection with the planning, design,
construction, development, the mobilization of the operation, and the completion of the Project,
approved by the Authority, which may be updated from time to time by mutual agreement of
the Parties and which is attached hereto as Exhibit A.
“Vendor” means any person, entity, business, or service provider under contract or agreement
with the District to provide goods or services to the District in connection with the Project.
2. THE PROJECT
2.1 Total Project Budget. The Parties hereby agree that the Total Project Budget shall
be as set forth in Exhibit A as attached hereto. In the event that the Authority
approves a Total Facilities Grant for the Proposed Project, the Total Facilities Grant
would be based on the Total Project Budget set forth in Exhibit A as of the Effective
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
5
Date and contingent upon the District maintaining this Total Project Budget. The
Total Project Budget shall not be altered, modified, or changed without the prior
written approval of the Authority. Any increases to the Total Project Budget as set
forth in Exhibit A as of the Effective Date, shall not result in any changes to the
amount of the Total Facilities Grant set forth in Section 3 of this Project Scope and
Budget Agreement. The District hereby acknowledges and agrees that all costs
related to the Proposed Project, including without limitation all site costs, shall be
subject to review and audit by the Authority, and the Authority shall determine, in
its sole discretion, whether such costs are eligible for reimbursement pursuant to
the Authority’s regulations and policies.
2.1.1 Construction Bids. The Parties hereby acknowledge and agree that, in the
event that the lowest, responsible bid or the Guaranteed Maximum Price
accepted by the District for the construction of the Proposed Project is lower
than the corresponding amount set forth in Exhibit A, the Authority shall
reduce the Estimated Maximum Total Facilities Grant and the Maximum
Total Facilities Grant amount set forth in Section 3.1 of this Agreement and
in Exhibit A accordingly. The Parties hereby further acknowledge and
agree that, in the event that the lowest, responsible bid or Guaranteed
Maximum Price accepted by the District for the construction of the
Proposed Project exceeds the corresponding amount set forth in Exhibit A,
the Authority shall not make any adjustments to its Estimated Maximum
Total Facilities Grant or Maximum Total Facilities Grant on account of the
bid, and the increased costs shall be the sole responsibility of the District.
The Parties hereby further acknowledge and agree that, in the event that the
lowest, responsible bid or Guaranteed Maximum Price accepted by the
District for construction of the Project exceeds the corresponding amount
set forth in Exhibit A, the District may use a reasonable amount of the
owner’s and/or construction contingency to fund the cost of any such budget
overrun, provided, however, that the expenditures of owner’s and/or
construction contingency funds for the purpose of funding such budget
overruns shall not be eligible for reimbursement by the Authority and shall
be the sole responsibility of the District.
2.2 Project Scope. The Parties hereby agree that the Project Scope shall be as set forth
in Exhibit B, which is attached hereto. Any Total Facilities Grant approved by the
Authority for the Project shall be contingent upon the District maintaining the
Project Scope set forth in Exhibit B, and the Authority may revoke, suspend,
withhold, and/or recoup any Total Facilities Grant payments if the Authority
determines that the Scope has not been adhered to. The Project Scope shall not be
altered, modified, enlarged, or reduced without the written mutual agreement of the
Parties. The District hereby acknowledges and agrees that all of the items
appearing in the Project Scope set forth in Exhibit B shall be subject to review and
audit by the Authority, and the Authority shall determine, in its sole discretion,
whether the cost of such Project Scope items are eligible for reimbursement
pursuant to the Authority’s regulations and policies.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
6
2.3 Project Schedule. The Parties hereby agree that the projected Project Schedule for
the Proposed Project shall be as set forth in Exhibit C as attached hereto, as may be
updated from time to time. The District shall provide an updated Project Schedule
to the Authority at least once every calendar month and more frequently if requested
by the Authority. When submitting a revised or updated Project Schedule to the
Authority, the District shall also submit a detailed explanation for any changes in
the Project Schedule from the previous Project Schedule submitted to the Authority.
2.4 Project Cash Flow. The Parties hereby agree that the projected Project Cash Flow
for the Proposed Project shall be as set forth in Exhibit D as attached hereto, as may
be updated from time to time. The District shall provide an updated Project Cash
Flow to the Authority at least once every calendar month and more frequently if
requested by the Authority. When submitting a revised or updated Project Cash
Flow to the Authority, the District shall also submit a detailed explanation for any
changes in the Project Cash Flow from the previous Project Cash Flow submitted
to the Authority.
2.5 Project Site. The Parties hereby agree that the site of the Proposed Project shall be
as described in Exhibit E attached hereto. The site of the Proposed Project shall
not be altered, modified, enlarged or reduced without the prior written approval of
the Authority.
2.6 Furnishings and Equipment. The Parties hereby agree that a listing of all furniture,
fixtures and equipment that will be purchased, leased, acquired, or received by the
District in connection with the Proposed Project is set forth on Exhibit F attached
hereto, which shall be updated from time to time. Costs associated with the
furnishings and equipment listed on Exhibit F may not be eligible for
reimbursement by the Authority. All such costs shall be subject to review and audit
by the Authority, and the Authority shall determine, in its sole discretion, whether
such costs are eligible for reimbursement pursuant to the Authority’s regulations
and policies. All costs associated with furniture, fixtures and equipment that are
not specifically delineated in Exhibit F shall not be eligible for reimbursement by
the Authority unless mutually agreed to in writing by the Parties.
3. TOTAL FACILITIES GRANT
3.1 The Parties hereby agreed that, subject to the execution of a Project Funding
Agreement for the Proposed Project and subject to the satisfaction of or compliance with, as
reasonably determined by the Authority, (a) all of the terms and conditions of this Project Scope
and Budget Agreement, (b) the applicable provisions of Chapter 70B, Chapters 208 and 210 of
the Acts of 2004, and 963 CMR 2.00 et seq., and (c) any other rule, regulation, policy,
guideline, approval, or directive of the Authority, the Authority hereby approves the following
Estimated Maximum Total Facilities Grant for the Project: an amount that, except as
specifically provided in this Section 3.1, shall not exceed the lesser of (i) 52.19% of the final
approved, total eligible Project costs, as determined by the Authority, (“Reimbursement Rate”)
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
7
or (ii) an estimated Total Facilities Grant of $44,182,227.00 (“Estimated Maximum Total
Facilities Grant”). Notwithstanding the foregoing, the Authority may determine, in its sole
discretion, and subject to the limitations set forth in Section 2.1 of this Agreement, that
expenditures from the owner’s contingency and construction contingency line items of the
Total Project Budget, so-called, are eligible for reimbursement, and in the event of any such
determination, the Authority may adjust the above-stated Estimated Maximum Total Facilities
Grant amount to account for the eligible, approved owner’s contingency and construction
contingency expenditures up to a final, maximum Total Facilities Grant of $44,976,987.00
(“Maximum Total Facilities Grant”). In no event shall the Maximum Total Facilities Grant,
including any eligible owner’s and construction contingency amounts, exceed $44,976,987.00.
The Parties hereby acknowledge and agree that the Estimated Maximum Total Facilities Grant
and the Maximum Total Facilities Grant amounts set forth in this Section 3.1 and Exhibit A,
are maximum amounts of funding that the District may receive from the Authority for the
Project, and that the final amount of the Total Facilities Grant may equal an amount less than
either the Estimated Maximum Total Facilities Grant or the Maximum Total Facilities Grant
set forth herein, as determined by an audit conducted by the Authority. Any costs and
expenditures that are determined by the Authority to be either in excess of the Total Facilities
Grant or otherwise ineligible for payment by the Authority shall be the sole responsibility of
the District. The Reimbursement Rate set forth above, and as more fully described in the
reimbursement rate summary, attached hereto as Exhibit H, includes a total of 5.61 incentive
reimbursement points which includes 3.00 points for Energy Efficiency – “Green Schools”,
1.00 points for Indoor Air Quality – “Green Schools”, and 1.61 points for Maintenance
pursuant to G.L. c. 70B, § 10(a)(C). The incentive reimbursement points for Energy
Efficiency/Green Schools have been provisionally assigned and are subject to a final
determination by the Authority as to the District’s eligibility to receive such incentive
reimbursement points. The Reimbursement Rate, Estimated Maximum Total Facilities Grant,
and Maximum Total Facilities Grant set forth above and in Exhibit A shall be subject to a
decrease, as provided in Section 3.2 of this Agreement, if the Authority determines, in its sole
discretion, that the District is ineligible to receive any portion of the incentive reimbursement
points that have been provisionally assigned, as described herein, or such other incentive
reimbursement points that may be assigned by the Authority.
3.2 The Reimbursement Rate for the Proposed Project is calculated as set forth in the
reimbursement rate summary, attached hereto as Exhibit H, and shall be subject to the
provisions of M.G.L. c. 70B, 963 CMR 2.00 et seq., and the policies and guidelines of the
Authority. Any incentive reimbursement points that may be included in the calculation of
the Reimbursement Rate, as it may be amended from time to time by the written agreement
of the Authority, must be earned, as determined by the Authority in its sole discretion, and
shall be subject to audit by the Authority. If the Authority determines, in its sole discretion,
that the District is ineligible to receive any portion of the incentive reimbursement points
that may be included in the calculation of the Reimbursement Rate, as it may be amended
from time to time by the written agreement of the Authority, the Authority may, in its sole
discretion, decrease the Reimbursement Rate, the Estimated Maximum Total Facilities
Grant and the Maximum Total Facilities Grant accordingly. Any such decrease in the
Reimbursement Rate, and the corresponding decreases in the Estimated Maximum Total
Facilities Grant and the Maximum Total Facilities Grant, shall be applied retroactively to
all payments made to the District by the Authority under the terms of the Project Funding
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
8
Agreement between the Parties, if any, and to all requests for reimbursement of eligible
Project costs made by the District to the Authority under the terms of said Project Funding
Agreement, if any. If the Authority determines that, as a result of a decrease in the
Reimbursement Rate, or a corresponding decrease in the Estimated Maximum Total
Facilities Grant and the Maximum Total Facilities Grant, it has made overpayments to the
District, the Authority may recover the amount of such overpayments from the District by
whatever remedies are available to it under a Project Funding Agreement, if any, or under
applicable law, including, but not limited to, set off against any future payments owed to
the District for reimbursement of eligible Project costs, as determined by the Authority.
Upon written demand by the Authority, the District shall promptly return to the Authority
the amount of any such overpayments unless otherwise agreed to in writing by the
Authority.
3.3 The Basis of both the Estimated Maximum Total Facilities Grant and the Maximum
Total Facilities Grant set forth in Exhibit A to this Agreement includes all budgeted costs
for the Feasibility Study authorized by the Authority for the Project (“Feasibility Study
Budget”) and supersedes and replaces any other Feasibility Study budget that may have
been authorized by the Authority and set forth in any Feasibility Study Agreement between
the Authority and the District. The Feasibility Study Budget included in this Agreement
does not take into account any payments that may already have been made to the District
by the Authority for the costs of any Feasibility Study under any Feasibility Study
Agreement between the Authority and the District. The Estimated Maximum Total
Facilities Grant and Maximum Total Facilities Grant set forth in Section 3.1 of this
Agreement is calculated by applying the Reimbursement Rate set forth in Exhibit H of this
Agreement to the Basis of Total Facilities Grant, which includes the Feasibility Study
Budget for the Project. Notwithstanding the provisions of any Feasibility Study Agreement
between the Authority and the District, the approved, eligible costs of a Feasibility Study
authorized by the Authority for the Project will be reimbursed, retroactively and
prospectively, based upon the Reimbursement Rate set forth in Section 3.1 and Exhibit H
to this Agreement. The Authority shall deduct from the Total Facilities Grant set forth in
this Agreement the amount of any payments already made to the District by the Authority
for the costs of a Feasibility Study pursuant to the provisions of any Feasibility Study
Agreement. Nothing stated in this section of this Agreement shall impair the right of the
Authority to make adjustments to the Reimbursement Rate and the Total Facilities Grant
or to audit and determine ineligible costs as provided elsewhere in this Agreement and in
the Authority’s statutes, regulations, policies, guidelines and standards.
4. COVENANTS
The Parties covenant and agree that as long as this Agreement is in effect, the Parties shall
and shall cause its employees, agents, and representatives to perform and comply with all
covenants of this Project Scope and Budget Agreement.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
9
4.1 Of the Authority.
(a.) The Authority shall prepare a Project Funding Agreement for the
Project, which Funding Agreement shall set forth the terms and
conditions pursuant to which the District may receive a Total
Facilities Grant for the Approved Project.
4.2 Of the District.
(a.) The District shall by no later than 120 days after April 30, 2025,
obtain all necessary votes, resolutions, appropriations, and voter
approvals, in accordance with the format prescribed by the
Authority, for the Proposed Project. The District shall immediately
notify the Authority of the date by which the District shall have
received all necessary votes, resolutions, appropriations, and local
approvals for the Proposed Project.
(b.) By no later than the twelfth of each calendar month, the District shall
provide the Authority with a progress report, prepared by the
Owner’s Project Manager, that summarizes all Proposed Project
activity during the preceding calendar month, in a format approved
by the Authority.
(c.) The District shall promptly provide the Authority with any
additional information, documents, plans, specifications, budgets,
timelines, schedules, or other materials that may be requested by the
Authority.
(d.) The District hereby acknowledges and agrees that the Authority
shall not provide any amounts in excess of the amount determined
under Section 3.1 of this Agreement and the final Total Facilities
Grant may be an amount less than the amount stated in Section 3.1.
(e.) The District hereby acknowledges and agrees that the District’s
Educational Program for the J. Warren Killiam Elementary School
is subject to further review by the Commissioner of Education,
pursuant to M.G.L. c. 70B.
(f.) The District hereby acknowledges and agrees that all costs related
to the Proposed Project, including the costs identified in the Total
Project Budget set forth in Exhibit A and costs of the items
appearing in the Project Scope set forth in Exhibit B, shall be subject
to review and audit by the Authority, and the Authority shall
determine, in its sole discretion, whether such costs are eligible for
reimbursement pursuant to the Authority’s regulations and policies.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
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(g.) The District hereby acknowledges and agrees that it shall not submit
any false or intentionally misleading information or documentation
to the Authority in connection with this Project Scope and Budget
Agreement, and further acknowledges and agrees that the
submission of any such information or documentation may cause the
Authority to revoke any and all payments otherwise due to the
District and/or recover any previous payments made to the District,
and the District may be ineligible for any funding from the
Authority. The District hereby further agrees that it shall have a
continuing obligation to update and notify the Authority in writing
when it knows or has any reason to know that any information or
documentation submitted to the Authority contains false, misleading
or incorrect information.
(h.) The District hereby acknowledges and agrees that, in the event that
it receives, has received, or is eligible to receive any insurance
proceeds, damages, awards, payments, rebates, grants, or donations
from any third party or funding sources, other than the Authority,
for or in connection with the Project, all such amounts shall be
disclosed to the Authority in writing. Further, any amounts that are
subject to the MSBA’s Third-Party Funding Policy shall be
deducted from the total amount of eligible project costs (also known
as Basis of Total Facilities Grant), as determined by the Authority,
and the remaining amount of eligible costs shall be apportioned
according to the District’s reimbursement rate to calculate the
maximum Total Facilities Grant.
(i.) The District hereby agrees, that upon three or more years of the
Assisted Facility being constructed and occupied, the District shall
participate in the Authority's Post Occupancy Evaluation
program. The District hereby further agrees that it shall collaborate
and coordinate with MSBA staff and provide school-specific data
and/or documentation in order to complete
the Post Occupancy Evaluation in a timely manner and in a form
satisfactory to the Authority, including but not limited to, surveys,
online data collection forms, and questionnaires. Further, the
District agrees to participate in a site visit conducted by the
Authority at the Assisted Facility in accordance with MSBA's
guidelines.
5. REPRESENTATIONS AND WARRANTIES
The District and the undersigned, for themselves and for the District, hereby warrant and
represent that each of the following statements is true, correct and complete:
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
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5.1 The District is validly organized and existing under and by virtue of the laws of the
Commonwealth, has full power and authority to own its properties and carry on its business
as now conducted, and has full power and authority to execute, deliver and perform its
obligations under this Project Scope and Budget Agreement.
5.2 The District is duly authorized and has taken all necessary steps to authorize the
execution and delivery of this Project Scope and Budget Agreement and to perform and
consummate all transactions contemplated by this Project Scope and Budget Agreement.
The undersigned have been duly authorized in accordance with law to execute and deliver
this Project Scope and Budget Agreement on behalf of the District. This Project Scope and
Budget Agreement does not and will not, to any material extent, conflict with, or result in
violation of any applicable provision of law, by-law, ordinance or rule, or any order, rule,
regulation of any court or other agency of government.
5.3 The District has all requisite legal power and authority to own and operate the
school that is the subject of this Project Scope and Budget Agreement.
5.4 No information furnished by or on behalf of the District to the Authority in this
Project Scope and Budget Agreement, including all Exhibits attached hereto, the Initial
Compliance Certification, or any other document, certificate or written statement furnished
to the Authority in connection with the Statement of Interest or Proposed Project contains
any untrue statement of a material fact or omitted, omits or will omit to state a material fact
necessary in order to make the statements contained in this Agreement or therein not
misleading in light of the circumstances in which the same were made.
5.5 This Project Scope and Budget Agreement constitutes a valid and binding
obligation of the District, enforceable in accordance with its terms, except as such
enforceability may be limited by bankruptcy, insolvency, moratorium, reorganization or
other laws heretofore or hereafter enacted and general equity principles.
5.6 No litigation before or by any court, public board or body is pending or threatened
against the Authority seeking to restrain or enjoin the execution and delivery of this Project
Scope and Budget Agreement Study, or contesting or affecting the validity of this Scope
and Budget Agreement or the power of the District to pay its share of the Proposed Project.
5.7 The District has implemented policies and procedures to prevent and eliminate
fraud, waste and abuse of public funds in connection with the Proposed Project.
5.8 The District has submitted all audit materials requested by the Authority in
connection with any project for which the District has received or anticipates receiving
funding from the Authority.
5.9 All meetings of all public bodies in the District that relate in any way to the Project,
including, but not limited to, the meetings of the District’s school building committee, have
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
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been conducted, and shall be conducted, in compliance with the provisions of G.L. c. 30A,
§§ 18 – 25, 940 CMR 29.00 et seq., and all other applicable law.
5.10 The District shall work with its local counsel to ensure that any contracts related
to the Project, to which the District is a party, meet the applicable requirements of M.G.L.
c. 149, § 44A (2)(g), and contain workforce participation goals for minorities and women,
and include the processes and procedures to ensure compliance with the workforce
participation goals, including reporting and enforcement provisions.
The District shall work with its local counsel to ensure that any contracts related to the
Project, to which the District is a party, meet the applicable requirements of M.G.L. c 7C,
§6 and M.G.L. c. 7, §61, and contain Annual Program Goals for Minority Business
Enterprise (“MBE”) and Women Business Enterprise (“WBE”) Participation, and include
the processes and procedures to ensure compliance with the Minority and Women Business
Goals, including reporting and enforcement provisions.
6. TERM
6.1 The Parties hereby agree that this Project Scope and Budget Agreement shall be
valid for a period of time not to exceed 120 calendar days after April 30, 2025, unless
agreed to in writing by the Authority that a different termination date is necessary. In the
event that the Board votes to not approve this Project Scope and Budget Agreement, this
Agreement shall terminate effective as of such vote.
7. OTHER TERMS
7.1 Governing Law. This Agreement shall be governed by and construed and enforced
in accordance with the laws of the Commonwealth of Massachusetts.
7.2 Venue. Any civil action brought against the Authority by the District, or any person
or entity claiming by, through or under it, that arises out of the provisions of this
Agreement, shall only be brought in the Superior Court for Suffolk County, Massachusetts.
The District, for itself and for any person or entity claiming by, through or under it, hereby
waives any defenses that it may have as to the venue to which it has agreed herein,
including, but not limited to, any claim that this venue is improper or that the forum is
inconvenient. The District for itself and for any person or entity claiming by, through or
under it, hereby waives all rights, if any, to a jury trial in any such civil action that may
arise out of the provisions of this Agreement.
7.3 Indemnification. To the fullest extent permitted by law, the District shall
indemnify and hold harmless the Authority and its officers and employees from and against
all claims or actions, damages, liabilities, injuries, costs, fees, expenses, or losses,
including, without limitation, reasonable attorney’s fees and costs of investigation and
litigation, whatsoever which may be incurred or for which liability may be asserted against
the Authority arising out of any activities undertaken by, for, or on behalf of the District in
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
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its implementation of this Project Scope and Budget Agreement. Such obligation shall not
be construed to negate or abridge any other obligation of indemnification running to the
Authority which would otherwise exist.
7.4 Members, Employees Not Liable. No member or employee of the Authority shall
be charged personally or held contractually liable by or to the District under any term or
provision of this Project Scope and Budget Agreement or because of any breach thereof or
because of its execution or attempted execution.
7.5 Assignability. The District shall not assign any interest, in whole or in part, in this
Project Scope and Budget Agreement and shall not transfer any interest in the same,
whether by assignment or novation, without the prior written approval of the Authority.
7.6 Amendments. This Project Scope and Budget Agreement may be amended only
through a written amendment signed by duly authorized representatives of the District and
the Authority.
7.7 Notices. Any notices required or permitted to be given by either of the Parties
hereunder shall be given in writing and shall be delivered to the addressee (a) in -hand (b)
by certified mail, postage prepaid, return receipt requested; (c) by facsimile; or (d) by a
commercial overnight courier that guarantees next day delivery and provides a receipt, and
such notices shall be addressed as follows:
As to the Authority:
Massachusetts School Building Authority
40 Broad Street, Suite 500
Boston, MA 02109
Attention: Director of Capital Planning
Facsimile: (617) 720-5260
As to the District:
Town of Reading
Reading Town Hall
16 Lowell Street
Reading, MA 01867
Attention: Town Manager
7.8 Severability. If any provisions of this Project Scope and Budget Agreement shall
for any reason be held to be invalid or unenforceable, the invalidity or unenforceability of
such provision shall not affect any of the remaining provisions of this Agreement, and this
Agreement shall be construed and enforced as if such invalid or unenforceable provision
had not been contained herein.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
14
7.9 Counterparts. This Project Scope and Budget Agreement may be executed in one
or more counterparts, any of which shall be regarded for all purposes as an original and all
of which constitute but one and the same instrument. Each party agrees that it will execute
any and all documents or other instruments and take such other actions as may be necessary
to give effect to the terms of this Agreement.
7.10 No Waiver. No waiver by either party of any term or conditions of this Project
Scope and Budget Agreement shall be deemed or construed as a waiver of any other terms
or conditions, nor shall a waiver of any breach be deemed to constitute a waiver of any
subsequent breach, whether of the same or of a different section, subsection, paragraph,
clause, phrase, or other provision of this Agreement.
7.11 Integration. This Project Scope and Budget Agreement merges and supersedes all
prior negotiations, representations, and agreements between the parties hereto relating to
this Agreement and constitutes the entire agreement between parties hereto with respect to
the Proposed Project.
8. INSURANCE
8.1 Insurance. The District shall obtain and maintain all insurance required by law and
such other insurance in such types and in such amounts as the Authority may require from time
to time.
8.1.1 During the course of the Project, the District shall purchase and maintain, or
shall cause the Contractor or Construction Manager to purchase and maintain,
at their own expense, coverage against loss or damage to the Project in an
amount equivalent to the Total Project Budget at the sole expense of the
District, Contractor or Construction Manager, as the case may be. Such
coverage shall be written on an "all risks" basis or equivalent form and shall
include, without limitation, insurance against the perils of fire (with extended
coverage) and theft, vandalism, malicious mischief, terrorism, collapse,
earthquake, flood (if the Project is not in an "A" or "V" flood zone), windstorm,
falsework, testing and startup, and debris removal including demolition
occasioned by enforcement of any applicable legal requirements. The limits
for earthquake and flood shall be the lesser of the Total Project Budget or
$10,000,000. The policy shall include transportation and coverage for
delivered and/or stored materials designated to be incorporated into the Project.
The policy shall include the Authority as a loss payee as its interests may
appear. Coverage shall be maintained until final acceptance of the Project by
the District and final payment has been made. The District (or Contractor or
Construction Manager, if coverage is purchased by Contractor or Construction
Manager) is responsible for the payment of any and all deductibles, self-insured
retentions or any portion thereof under the policy.
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
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8.1.2 Following completion of the Project, the District shall, at its sole expense,
purchase and maintain coverage against loss or damage to the Assisted Facility
in an amount equivalent to the estimated full replacement cost of the Assisted
Facility. Such coverage shall be written on an "all risks" basis or equivalent
form and shall include, without limitation, insurance against the perils of fire
(with extended coverage) and theft, vandalism, malicious mischief, terrorism,
collapse, earthquake, flood (if the Project is not in an "A" or "V" flood zone),
windstorm, falsework, mechanical and electrical breakdown, and boiler and
machinery accidents, and debris removal including demolition occasioned by
enforcement of any applicable legal requirements. The li mits for earthquake
and flood shall be the lesser of the estimated full replacement cost of the
Assisted Facility or $10,000,000. The policy shall include the Authority as a
loss payee as its interests may appear. The District is responsible for the
payment of any and all deductibles, self-insured retentions or any portion
thereof under the policy.
8.1.3 The District shall include the Authority as an additional insured in any
commercial general liability policy held by the District for liability arising out
of the Project.
8.1.4 The Authority shall not be responsible for the payment of deductibles, self-insured retentions, or any portion thereof.
8.1.5 Upon request by the Authority, the District shall obtain and provide to the
Authority originals of certificates of insurance evidencing the insurance
coverage required by this section of this Project Scope and budget Agreement.
8.2 The District shall require by contractual obligation, and shall also ensure by the
exercise of due diligence, that each of any Owner’s Project Manager, Designer, Contractor or
Construction Manager at Risk, or Vendor hired by the District in connection with the Project
obtain and maintain all insurance coverage required by law and such other insurance coverage
in such types and amounts as the Authority may require from time to time, including the
insurance coverage required by this Project Scope and Budget Agreement, a Project Funding
Agreement and by any standard contracts that are prescribed by the Authority and executed by
the District, including, but not limited to, the Authority’s standard contract for Owner’s Project
Manager services and standard contract for Designer services. The insurance required by this
Section shall be provided at the sole expense of the Owner’s Project Manager, Designer,
Contractor or Construction Manager, and Vendors, as the case may be, and shall be in full force
and effect for the full term of any contract between the District and said Owner’s Project
Manager, Designer, Contractor or Construction Manager at Risk, and Vendors or for such
longer period as the Authority may require, including any such longer period that may be
required by this Project Scope and Budget Agreement, a Project Funding Agreement or the
standard contracts prescribed by the Authority and executed by the District.
8.3 The District shall include in the contract between the Owner and the Contractor or
Construction Manager at Risk, as the case may be, the standard language contained in Exhibit G
regarding minimum insurance requirements for Contractors or Construction Managers at Risk.
The District may impose additional insurance requirements for either construction delivery
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
16
method provided that any such additional requirements shall not be inconsistent with the
requirements imposed by the standard language set forth herein and further provided that the
District shall give the Authority a written notice that clearly describes any such additional
requirements. It shall be the sole responsibility of the District to determine whether additional
insurance requirements are desirable or necessary and should be included in the contract between
the Owner and the Contractor or Construction Manager at Risk.
8.4 The District shall obtain originals of certificates of insurance evidencing the insurance
coverage that may be required by the Authority from time to time, including the insurance
coverage required by this Project Scope and Budget Agreement, a Project Funding Agreement,
any standard contracts that are prescribed by the Authority and executed by the District,
including, but not limited to, the Authority’s standard contract for Owner’s Project Manager
services and standard contract for Designer services, and any other contract between the
District and the Owner’s Project Manager, Designer, Contractor or Construction Manager, or
Vendors, simultaneously with the execution of said contracts or, in the event that said contracts
have been executed prior to the date of this Project Scope and Budget Agreement, as soon as
possible thereafter. Upon request of the Authority, the District shall submit such certificates
of insurance to the Authority, showing each type of insurance, insurance company, policy
number, amount of insurance, deductibles/self-insured retentions, and policy effective and
expiration dates. The District shall require each of the Owner’s Project Manager, Designer,
Contractor or Construction Manager, and Vendors to submit updated insurance certificates to
the District prior to the expiration of any of the insurance policies or coverage referenced in
this Section so that the District shall at all times possess certificates indicating current coverage .
8.5 The failure of the District to ensure that each of the Owner’s Project Manager,
Designer, Contractor or Construction Manager, and Vendors obtain and maintain the insurance
required by the Authority, this Project Scope and Budget Agreement, the Project Funding
Agreement, any standard contract prescribed by the Authority and executed by the District or
any other contract between the District and the Owner’s Project Manager, Designer, Contractor
or Construction Manager, or Vendors, or to provide the insurance certificates required by this
Project Scope and Budget Agreement shall constitute a material breach of this Project Scope
and Budget Agreement and shall be just cause for termination of this Project Scope and Budget
Agreement.
8.6 The District shall, and shall require, as the case may be, its insurers and each of the
Owner’s Project Manager, Designer, Contractor or Construction Manager, Vendors and their
insurers to, give written notice to the Authority at least thirty days prior to the effective date of
any termination, cancellation, or material modification of any insurance required by this
Project Scope and Budget Agreement, a Project Funding Agreement, any standard contracts
that are prescribed by the Authority and executed by the District, including, but not limited to,
the Authority’s standard contract for Owner’s Project Manager services and standard contract
for Designer services, and any other contract between the District and the Owner’s Project
Manager, Designer, Contractor or Construction Manager, or Vendors.
8.7 With respect to all policies of insurance required of the Owner’s Project Manager,
Designer, Contractor or Construction Manager, and Vendors by this Project Scope and Budget
Agreement, any standard contracts that are prescribed by the Authority and executed by the
District, including, but not limited to, the Authority’s standard contract for Owner’s Project
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
17
Manager and standard design contract, and any other contract between the District and the
Owner’s Project Manager, Designer, Contractor or Construction Manager, and Vendors, the
District shall ensure that neither the District nor the Authority shall be re sponsible for the
payment of deductibles, self-insured retentions or any portion thereof.
8.8 Insufficient insurance shall not release the Owner’s Project Manager, Designer,
Contractor or Construction Manager, or Vendors from any liability for breach of their
obligations under an agreement between the District and any of them.
8.9 All insurance policies required by this Project Scope and Budget Agreement, a Project
Funding Agreement, any standard contract prescribed by the Authority and executed by the
District and any other contract between the District and the Owner’s Project Manager,
Designer, Contractor or Construction Manager, or Vendors shall be issued by companies
lawfully authorized to write that type of insurance under the laws of the Commonwealth of
Massachusetts with a financial strength rating of “A -“ or better as assigned by A.M. Best
Company, or an equivalent rating assigned by a similar rating agency acceptable to the District
and the Authority.
8.10 The District shall take all reasonable steps designed to ensure that the Owner’s Project
Manager, Contractor or Construction Manager, Designer, and Vendors each agree that they
and their Subcontractors shall do no act, nor suffer any act to be done, which will vacate, void
or impair the coverage of any insurance policies required under this Project Scope and Budget
Agreement, a Project Funding Agreement, any standard contract prescribed by the Authority
and executed by the District or any other contract between the District and the Owner’s Project
Manager, Designer, Contractor or Construction Manager, or Vendors.
8.11 The District shall, upon request by the Authority, produce copies of all policies of
insurance maintained by the District, its Contractor or Construction Manager, Owner’s Project
Manager, Designer and Vendors related to the Project, to the Authority.
9. OWNERSHIP OF DOCUMENTS
9.1 The District acknowledges and agrees that, unless otherwise provided by law or by the
provisions of Section 9.2 of this Agreement, all information, data, reports, studies, designs,
drawings, plans, sketches, specifications, materials, computer programs, documents, models,
inventions, equipment, and any other documentation, product or tangible materials to the
extent authored or prepared, in whole or in part, by the Designer for this Project (collectively,
the “Materials”), other than the Designer’s administrative communications, records, and files
relating to this Project, shall be the property of, and shall vest in, both the District and the
Authority, severally and not jointly, as “works made for hire” or otherwise, provided that the
District complies with its payment obligations under its Contract with the Designer for the
Project. Except as otherwise provided in Section 9.2, both the District and the Authority,
severally and not jointly, will own the exclusive rights, worldwide and royalty-free, to and
in all Materials prepared and produced by the Designer pursuant to its Contract with the
District for the Project, including, but not limited to, United States and International patents,
copyrights, trade secrets, know-how and any other intellectual property rights, and both the
District and the Authority, severally and not jointly, shall have the exclusive, unlimited and
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
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unrestricted right, worldwide and royalty-free, to publish, reproduce, distribute, transmit and
publicly display all Materials prepared by the Designer, which shall include, but not be
limited to, the Authority’s exercise of the aforesaid right in furtherance of the Programs
described in Section 9.2. The District further acknowledges and agrees that the Designer
shall have a non-exclusive license to publish and publicly display all Materials prepared by
the Designer in its normal marketing and related professional and academic activities and
that the Designer shall have a non-exclusive license to use the typical or standard details and
all other replicable elements of the Materials for this Project on other future projects. At the
completion or termination of the Designer's services required pursuant to the Contract
between the District and the Designer for the Project, the District shall ensure that the
Designer promptly turns over to the Authority copies of all original Materials but only to the
extent that such Materials have not already been provided to the Authority.
9.2 Notwithstanding any other language to the contrary in this Agreement or in any
Contract between the District and the Designer for the Project, the District acknowledges and
agrees that the Designer shall have a non-exclusive license to publish, reproduce, distribute,
transmit, and publicly display all Materials prepared by the Designer for the purpose of
participating in the Authority’s so-called Model School Program, as it may be amended from
time to time, or any other program implemented by the Authority to develop, acquire,
modify, use, re-use, and reproduce prototypical designs and model school designs, and
details and elements thereof (collectively “Programs”), including, but not limited to,
submitting proposals and applications to the Authority and public school districts in the
Commonwealth of Massachusetts for the qualification and selection of the Designer and the
School design, or elements and details thereof, in such Programs and using, modifying, and
reproducing the Materials for the purpose of designing, constructing, reconstructing,
renovating and repairing public school facilities pursuant to such Programs, as approved by
the Authority. The District further agrees to provide the Designer, the Authority, and
representatives of other public school districts with reasonable cooperation and reasonable
access to the completed School facility at mutually agreeable times for purposes of said
Programs.
IN WITNESS WHEREOF, the Parties have executed this Project Scope and Budget
Agreement on this ______ day ________________________, in the year 20___.
MASSACHUSETTS SCHOOL BUILDING AUTHORITY
________________________________________________
Mary L. Pichetti
Executive Director
District Name: Town of Reading
School Name: J. Warren Killam Elementary School
Project ID Number: 202102460017
Project Scope and Budget Agreement v. 3.11.2025
19
TOWN OF READING
________________________________________________
Name:
Title:
Town of Reading
J. Warren Killam Elementary School 4/23/2025
Total Project Budget: All costs associated with the
project are subject to 963 CMR 2.16(5)Estimated Budget
Scope Items Excluded from
the Estimated Basis of
Maximum Facilities Grant
or Otherwise Ineligible
Estimated Basis of
Maximum Total Facilities
Grant1
Estimated Maximum Total
Facilities Grant1
Feasibility Study Agreement
OPM Feasibility Study $280,000 $0 $280,000
A&E Feasibility Study $850,000 $0 $850,000
Environmental & Site $500,000 $0 $500,000
Other $570,000 $0 $570,000
Feasibility Study Agreement Subtotal $2,200,000 $0 $2,200,000 $1,148,180
Administration
Legal Fees $100,000 $100,000 $0 $0
Owner's Project Manager
Design Development $500,000 $0 $500,000
Construction Contract Documents $500,000 $73,220 $426,780
Bidding $150,000 $0 $150,000
Construction Contract Administration $3,300,000 $2,790,166 $509,834
Closeout $500,000 $0 $500,000
Extra Services $0 $0 $0
Reimbursable & Other Services $0 $0 $0
Cost Estimates $90,000 $0 $90,000
Advertising $5,000 $0 $5,000
Permitting $0 $0 $0
Owner's Insurance $0 $0 $0
Other Administrative Costs $200,000 $0 $200,000
Administration Subtotal $5,345,000 $2,963,386 $2,381,614 $1,242,964
Architecture and Engineering
Basic Services
Design Development $2,200,000 $194,045 $2,005,955
Construction Contract Documents $3,200,000 $144,200 $3,055,800
Bidding $350,000 $0 $350,000
Construction Contract Administration $3,200,000 $3,200,000 $0
Closeout $275,000 $0 $275,000
Other Basic Services $225,000 $0 $225,000
Basic Services Subtotal $9,450,000 $3,538,245 $5,911,755
Reimbursable Services
Construction Testing $0 $0 $0
Printing (over minimum) $20,000 $0 $20,000
Other Reimbursable Costs $50,000 $0 $50,000
Hazardous Materials $200,000 $0 $200,000
Geotechnical & Geo-Environmental $200,000 $0 $200,000
Site Survey $50,000 $0 $50,000
Wetlands $25,000 $0 $25,000
Traffic Studies $50,000 $0 $50,000
Architectural/Engineering Subtotal $10,045,000 $3,538,245 $6,506,755 $3,395,875
CM at Risk Pre-Construction Services
Pre-Construction Services $0 $0 $0 $0
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 $3,760,513
Basement Construction $0
SHELL
Super Structure $7,031,628
Exterior Closure $0
Exterior Walls $6,039,992
Exterior Windows $2,263,843
Exterior Doors $175,833
Roofing $1,922,387
INTERIORS
Interior Construction $6,952,340
Staircases $774,695
Interior Finishes $4,059,600
SERVICES
Conveying Systems $283,700
Plumbing $3,236,901
HVAC $13,666,702
Fire Protection $1,037,442
Electrical $9,900,116
EQUIPMENT & FURNISHINGS
Equipment $844,505
Furnishings $2,364,267
SPECIAL CONSTRUCTION & DEMOLITION
Special Construction $0 $0
Existing Building Demolition $605,563 $0
In-Building Hazardous Material Abatement $451,500 $0
Asbestos Containing Floor Material / Ceiling Tile Abatement $196,000 $196,000
Other Hazardous Material Abatement $702,500 $0
BUILDING SITE WORK
Site Preparation $3,082,149 $0
Site Improvements $5,263,980 $0
Site Civil / Mechanical Utilities $2,152,575 $0
Site Electrical Utilities $633,588 $0
Scope Excluded Site Work $0 $0
Construction Trades Subtotal $77,402,319 $196,000
Contingencies (Design and Pricing)$7,731,607 $19,578
Sub-Contractor Bonds $815,198 $2,064
D/B/B Insurance $1,945,635 $4,927
General Conditions $7,118,251 $18,025
D/B/B Overhead & Profit $2,450,256 $6,205
GMP Insurance $0 $0
GMP Fee $0 $0
GMP Contingency $0 $0
Escalation to Mid-Point of Construction $4,058,128 $10,276
Construction Cost over Funding Cap $29,171,335
Construction Budget $101,521,394 $29,428,410 $72,092,984 $37,625,328
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 $2,480,087 $2,480,087
Subtotal to be Included in Total Project Budget $0 $0 $0 $0
Miscellaneous Project Costs
Utility Company Fees $200,000 $0 $200,000
Testing Services $400,000 $0 $400,000
Swing Space / Modulars $750,000 $750,000 $0
Other Project Costs (Mailing & Moving)$150,000 $150,000 $0
Miscellaneous Project Costs Subtotal $1,500,000 $900,000 $600,000 $313,140
Furnishings and Equipment
Furniture, Fixtures & Equipment $1,587,500 $1,041,500 $546,000
Technology $1,587,500 $1,041,500 $546,000
FF&E Subtotal $3,175,000 $2,083,000 $1,092,000 $569,915
Soft Costs that exceed 20% of Construction Cost $0 $0
Project Budget $123,786,394 $38,913,041 $84,873,353 $44,295,403
Board Authorization 46.58 Reimbursement Rate Before Incentive Points
Design Enrollment 455 5.61 Total Incentive Points3
Total Building Gross Floor Area (GSF)122,941 52.19% MSBA Reimbursement Rate
Total Project Budget (excluding Contingencies)$123,786,394
Scope Items Excluded or Otherwise Ineligible - $38,913,041
Third Party Funding (Ineligible)- $0
Estimated Basis of Maximum Total Facilities Grant1 $84,873,353
Reimbursement Rate3 52.19%
Est. Max. Total Facilities Grant (before recovery)1 $44,295,403
Cx Costs associated with Ineligible Building Area 4 - $15,632
Cost Recovery associated with Prior Projects 4 - $97,544
Estimated Maximum Total Facilities Grant1 $44,182,227
Construction Contingency2 $5,076,070
Ineligible Construction Contingency2 $4,060,856
"Potentially Eligible" Construction Contingency2 $1,015,214
Owner's Contingency2 $1,149,319
Ineligible Owner's Contingency2 $641,712
"Potentially Eligible" Owner's Contingency2 $507,607
Total Potentially Eligible Contingency2 $1,522,821
Reimbursement Rate3 52.19%
Potential Additional Contingency Grant Funds2 $794,760
Maximum Total Facilities Grant $44,976,987
Total Project Budget $130,011,783
NOTES
This document was prepared by the MSBA based on a preliminary review of information and estimates provided
by the of Town of Reading for the J. Warren Killam Elementary School project. Based on this preliminary
review, certain budget, cost and scope items have been determined to be ineligible for reimbursement,
however, this document does not contain a final, exhaustive list of all budget, cost and scope items which may
be ineligible for reimbursement by the MSBA. Nor is it intended to be a final determination of which budget, cost
and scope items may be eligible for reimbursement by the MSBA. All project budget, cost and scope items shall
be subject to review and audit by the Authority, and the Authority shall determine, in its sole discretion whether
any such budget, cost and scope items are eligible for reimbursement. The MSBA may determine that certain
additional budget, cost and scope items are ineligible for reimbursement.
1 - The Estimated Basis of Total Facilities Grant and Estimated Maximum Facilities Grant amounts do not
include any potentially eligible contingency funds and are subject to review and audit by the MSBA.
2 - Pursuant to Section 3.21 of the Project Funding Agreement and the applicable policies and guidelines of the
Authority, any project costs associated with the reallocation or transfer of funds from either the Owner's
contingency or the Construction contingency to other budget line items shall be subject to review by the
Authority to determine whether any such costs are eligible for reimbursement by the Authority. All costs are
subject to review and audit by the MSBA.
3 - The MSBA has provisionally included three (3) incentive points for energy efficiency, and one (1) incentive
point for indoor air quality, subject to the District meeting certain sustainability requirements for the project. If
the District does not meet the requirements of the Green Schools Program, the District will not qualify for some
or all of these incentive points, and the MSBA will adjust the reimbursement rate accordingly.
4 - Costs associated with the commissioning of ineligible building area will result in the recovery of a portion of
the overall commissioning cost. The MSBA has calculated this recovery of funds to be $15,632 and this amount
has been deducted from the Estimated Total Facilities Grant and the Maximum Total Facilities Grant. The
proposed demolition of the J. Warren Killam Elementary School will result in the MSBA recovering a portion of
state funds previously paid to the District for the Green Repair Roof project #201102460017G at the existing
facilities completed in January 2012. The MSBA has calculated this recovery of funds to be $97,544 and this
amount has been deducted from the Estimated Maximum Total Facilities Grant and the Maximum Total
Facilities Grant.
By signing this Total Project Budget, I
hereby certify that I have read and
understand the form and further certify, to
the best of my knowledge and belief, that
the information supplied by the District in
the table above is true, accurate, and
complete.
________________________________
By:
Title: Chair of School Building Committee
Date: __________________
By signing this Total Project Budget, I
hereby certify that I have read and
understand the form and further certify, to
the best of my knowledge and belief, that
the information supplied by the District in
the table above is true, accurate, and
complete.
________________________________
By:
Title: Chief Executive Officer
Date: __________________
By signing this Total Project Budget, I
hereby certify that I have read and
understand the form and further certify,
to the best of my knowledge and belief,
that the information supplied by the
District in the table above is true,
accurate, and complete.
________________________________
By:
Title: Superintendent of Schools
Date: __________________
By signing this Total Project Budget, I
hereby certify that I have read and
understand the form and further certify, to
the best of my knowledge and belief, that
the information supplied by the District in
the table above is true, accurate, and
complete.
________________________________
By:
Title: Chair of the School Committee
Date: __________________
Town of ReadingJ. Warren Killam Elementary School4/23/2025Description of ItemIneligible Work & Alternates to be included in District's Total Project BudgetAlternates Excluded From the Total Project Budget that are to be funded through Bid SavingsDistrict Rationale Eligibility for ReimbursementSolar Parking Canopy $2,480,087ROI for onsite solar on Canopies still under evaluation.Because the cost exceeds the MSBA's cost per square foot allowance policy, this work will be considered ineligible for reimbursement.Total$2,480,087By signing this Total Project Budget, I hereby certify that I have read and understand the form and further certify, to the best of my knowledge and belief, that the information supplied by the District in the table above is true, accurate, and completeBy signing this Total Project Budget, I hereby certify that I have read and understand the form and further certify, to the best of my knowledge and belief, that the information supplied by the District in the table above is true, accurate, and completeBy signing this Total Project Budget, I hereby certify that I have read and understand the form and further certify, to the best of my knowledge and belief, that the information supplied by the District in the table above is true, accurate, and complete__________________________________ __________________________________ __________________________________ __________________________________By: By: By: By:Title: Chair of the School Building Committee Title: Chief Executive Officer Title: Superintendent of Schools Title: Chair of the School CommitteeDate: ____________________________ Date: ____________________________ Date: ____________________________ Date: ____________________________Proposed Schedule of AlternatesBy signing this Total Project Budget, I hereby certify that I have read and understand the form and further certify, to the best of my knowledge and belief, that the information supplied by the District in the table above is true, accurate, and complete
J. Warren Killam Elementary School - 202102460017
Base Points 31.00
Income Factor 3.79
Property Wealth Factor 11.79
Poverty Factor -
Subtotal: Reimbursement Rate Before Incentives 46.58
Maintenance (0-2)1.61
CM @ Risk (0-1)-
Only projects invited to Capital Pipeline prior to 1/2/17
Newly Formed Regional District (0-6)-
Major Reconstruction or Reno/Reuse (0-5)-
Overlay Zoning 40R & 40S (0-1)-
Overlay Zoning 100 units or 50% of units for 1, 2 or 3 family structures (0-0.5)-
Energy Efficiency - "Green Schools" (0 - 4) 3.00
Indoor Air Quality - "Green Schools" (0 - 4) 1.00
Total Incentive Points 5.61
MSBA Reimbursement Rate 52.19
Certification
By signing this Project Scope and Budget Reimbursement Rate sheet, I hereby certify that I have
read, understand, and accept the reimbursement rate and the incentive points set forth above,
and I hereby acknowledge and agree on behalf of the Eligible Applicant that the above-stated reimbursement
rate is the rate that will be used to calculate the maximum Total Facilities Grant for the proposed project,
pursuant to Section 3 of the Project Scope and Budget Agreement.
Local Chief Executive Officer School Committee Chair
Date Date
Superintendent of Schools
Date
Incentive Points
MSBA Reimbursement Rate Calculation
MSBA Project Scope and Budget Reimbursement Rate Certification
Calendar Year 2025
1. The MSBA has provisionally included three (3) incentive points for energy efficiency, and one (1)
incentive point for indoor air quality, subject to the District meeting certain sustainability
requirements for the project. If the District does not meet the requirements of the Green Schools
Program, the District will not qualify for some or all of these incentive points, and the MSBA will
adjust the reimbursement rate accordingly.
Reading
[PLEASE put on Letterhead of Legal Counsel]
Certification of Legal Counsel for the
Town of Reading
I, _____________, duly appointed legal counsel for the Town hereby certify that:
1. The Town is validly organized and existing under and by virtue of the laws of
the Commonwealth, has full power and authority to own its properties and carry on its
business as now conducted, and has full power and authority to execute, deliver and perform
its obligations under the Project Scope and Budget Agreement, and any amendments thereto,
between the Town and the Massachusetts School Building Authority for the Proposed Project
at the J. Warren Killam Elementary School (the “Project Scope and Budget Agreement”)
and all other related documents.
2. The Town has duly obtained all necessary votes, resolutions, authorizations,
appropriations, orders, and voter approvals, in accordance with the formats prescribed by the
Authority, and has taken all actions necessary or required by law to authorize the execution
and delivery of the Project Scope and Budget Agreement, and any amendments thereto, and
to perform the obligations of the Town under the Project Scope and Budget Agreement and
any amendments thereto.
3. The Project Scope and Budget Agreement, and any amendments thereto,
constitute a valid and binding obligation of the Town, enforceable in accordance with its
terms, except as such enforceability may be limited by bankruptcy, insolvency, moratorium,
reorganization or other laws heretofore or hereafter enacted and general equity principles.
4. The following elected or appointed governmental officer(s) and/or
governmental body has the full legal authority under the laws of the Commonwealth of
Massachusetts and all applicable local charters, ordinances, by-laws, and policies to execute
and deliver the Project Scope and Budget Agreement, and any amendments thereto, on behalf
of the Town and to bind the Town to its terms and conditions:
[Please list: Title/s (do not include a specific name) and Contact Information for the
governmental officer or governmental body that is duly authorized to execute the Project
Scope and Budget Agreement on behalf of the District. If the vote of a multi-member
governmental body is required to authorize an individual governmental officer or other
governmental body to execute the Project Scope and Budget Agreement on its behalf, please
note such requirements here and submit a certified copy of said vote to the MSBA.]
5. The following elected or appointed governmental officer(s) and/or
governmental body has the full legal authority under the laws of the Commonwealth of
Massachusetts and all applicable local charters, ordinances and by-laws to make final,
binding decisions on behalf of the Town with respect to the Proposed Project described in the
Project Scope and Budget Agreement and any amendments thereto.
[Please list: Title/s (do not include a specific name) and Contact Information for the
governmental officer or governmental body that is duly authorized to execute the Project
Scope and Budget Agreement on behalf of the District. If the vote of a multi-member
governmental body is required to authorize an individual governmental officer or other other
governmental body to execute the Project Scope and Budget Agreement on its behalf, please
note such requirements here and submit a certified copy of said vote to the MSBA.]
I hereby further certify that, to the best of my knowledge and belief, the above-listed
certifications are true, complete and accurate.
IN WITNESS WHEREOF, signed this _______ day of _______________, __________
_______________________________
______________________________
Name (Print or Type)
______________________________
Office/Title (Print or Type)
Town of Reading
Meeting Minutes
Page | 1
2016-09-22 LAG Board - Committee - Commission - Council:
Permanent Building Committee Killam School Building Committee
Date: 2025-03-10 Time: 7:00 PM
Building: Reading Town Hall Location: Berger Room
Address: 16 Lowell Street Session: Open Session
Purpose: General Business Version: Final
Attendees: Members - Present:
Pat Tompkins, Nancy Twomey, John Coote, Chris Haley, Shawn Brandt
(remote), Ed Ross (remote), Greg Stepler (remote), Kirk McCormick
(remote), Carla Nazzaro.
Members - Not Present:
N/A
Others Present:
Town Manager Matt Kraunelis, Assistant Town Manager Jayne Wellman
(Remote), Sharon Angstrom, Colliers Project Manager Mike Carroll
(Remote), LBA Project Manager Jenni Katajamaki, LBA Architect Leigh
Sherwood
Minutes Respectfully Submitted By: Joshua Delaune
Topics of Discussion:
This meeting was held in-person in the Town Hall Select Board Meeting Room and remotely
via Zoom.
Call to order:
Chair Carla Nazzaro called the meeting to order at 7:00 pm.
Roll call attendance: Pat Tompkins, Nancy Twomey, John Coote, Chris Haley, Shawn Brandt
(remote), Ed Ross (remote), Greg Stepler (remote), Kirk McCormick (remote), Carla
Nazzaro.
Public Comment:
No reports.
Liaison Reports:
No reports.
On a motion by Nancy Twomey, seconded by Shawn Brant the Killam School Board
Committee voted 7-0-0 to take agenda items 6 & 7 out of order.
Roll call vote: Pat Tompkins – Yes, Nancy Twomey – Yes, John Coote – Yes, Chris Haley –
Yes, Shawn Brandt – Yes, Ed Ross – Yes, Greg Stepler – Yes, Kirk McCormick – Yes, Carla
Nazzaro.
Page | 2
Review Proposal for Additional Services (Amd13) for March to May 2025*
Mike Carroll provided a proposal on the continuation of services for the design team (LBA).
This proposal from the LBA design team to extend their design work through May 13 for
500,000. This would shorten the post-vote design timeline by about a month. Mike
explained that by moving forward now, the team can use existing funds and staff
availability, which could help avoid $300,000 to $400,000 in monthly cost increases due to
construction escalation, estimated at 3% per month on a $100 million project. The MSBA is
on board with this plan, as long as it lines up with the local vote.
LBA Architect Leigh Sherwood provided an update on the work that they would be doing
during this time period between now and the vote on May 13. The work would consist of
architectural design (exterior and interior) over the next few months. This amendment
would avoid heavy consultant involvement now (due to vote uncertainty) and allow LBA to
prepares plans for consultant’s post-vote. These tasks and the work would include material
selections, elevations, and interior design development.
Carla Nazzaro provides feedback saying that she has reviewed this proposal with the MSBA,
Town Manager, Assistant Town Manager, Town Counsel, and Town CFO and it is a good
plan. However, the work that would be done during this time is not reimbursable by the
MSBA. She also stated that if the committee voted for this it would provide an accelerates
schedule, there would be less risk by having an earlier start take to build.
Assistant Town Manager Jayne Wellman states that the feasibility study and schematic
design came in early and under budget, because of that and all the work that has been done
this is very advantageous to move forward with this despite the risk.
John Coote expressed concern about the risk of spending $500,000 before the vote, noting
there would be no immediate return if the vote fails. He questioned who would ultimately be
responsible for the decision, the building committee, the Select Board, or the School
Committee. Pat and Ed responded that the move is strategic, intended to keep the project
on track, and has been reviewed with town officials. They emphasized that it’s in line with
how similar decisions have been made in the past. John agreed there’s a clear economic
advantage to moving forward now rather than later, given the impact of inflation.
On a motion by Nancy Twomey, seconded by Ed Ross the Killam School Board
Committee voted 7-0-0 to approve LBA Amendment 13 for the J. Warren Killam
Elementary School Project for the continuation of services by Lavallee Brensinger
to advance the design, in the lump sum of $500,000.
Roll call vote: Pat Tompkins – Yes, Nancy Twomey – Yes, John Coote – Yes, Chris Haley –
Yes, Shawn Brandt – Yes, Ed Ross – Yes, Greg Stepler – Yes, Kirk McCormick – Yes, Carla
Nazzaro.
There was a discussion on setting up logistics of setting up an XLT meeting to discuss
subcommittees. Emails will be sent by LBA to the committee for volunteers. There would be
five members on each subcommittee.
Review Latest Request from MSBA
The MSBA has requested three main questions. Square footage clarification in DESE
submission, timeline for MHC notification, certified vote for SD submission.
Jenny from LBA addressed 1 and 2; 3 awaits the previous minutes approval. There are no
immediate concerns for the committee. Mike states we are in good shape.
Page | 3
Major Board Updated and Communications Update
Carla provided an update on the project communications. KSBC provided a presentation to
the Finance Committee on March 5 where there was a healthy discussion and good feedback
on the project status. On April 2 there will be a Joint Public Forum at 7:00PM at the RMHS
Performing Arts Center. On April 16 there will be a Zoom Forum at 7:00PM.
The communications subcommittee has resumed as we get closer to the vote. There is a
“Yes For” Killam group, they will be having putting out signs to increase awareness. The
Killam project website has been updated with new pictures, new information on the vote
and a one pager for the public.
Assistant Town Manager provided an update on an upcoming Dave Kartunen video. The
Town is also working on a Tax Impact Calculator, it will be live in a few weeks.
Update on CPL Team
Mike Carroll stated that Shirley Ng left the Collier team; a replacement resume is
forthcoming. There will be an internal meeting to have an introduction to potential new
project managers from the CPL team. In the mean time Harani has stepped up to fill the
gap until a new PM is selected.
Approval of Prior Meeting Minutes (02/03/25 & 02/12/25) *
On a motion by Shawn Brant, seconded by Ed Ross, the Killam School Building
Committee voted 6-0-1 to approve the meeting minutes of February 03 2025.
Roll call vote: Nancy Twomey – Yes, John Coote – Yes, Chris Haley – Yes, Shawn Brandt –
Yes, Ed Ross – Yes, Greg Stepler – Yes, Kirk McCormick – Yes, Carla Nazzaro.
On a motion by Shawn Brant, seconded by Ed Ross, the Killam School Building
Committee voted 5-0-2 to approve the meeting minutes of February 12 2025.
Roll call vote: Nancy Twomey – Yes, John Coote – Abstain, Chris Haley – Yes, Shawn
Brandt – Yes, Ed Ross – Yes, Greg Stepler – Yes, Kirk McCormick – Yes, Carla Nazzaro.
Future Agenda Items & Next Meeting Dates
Currently there are no meeting dates on the books.
Once the design team has an update they can reach out to the KSBC.
John Coote recommends that there be an update on the test wells at a future meeting.
Adjourn*
On a motion by Nancy Twomey, seconded by Ed Ross, the Killam School Building
Committee voted 6-0-1 to adjourn at 7:58 pm.
Roll call vote: Nancy Twomey – Yes, John Coote – Abstain, Chris Haley – Yes, Shawn
Brandt – Yes, Ed Ross – Yes, Greg Stepler – Yes, Kirk McCormick – Yes, Carla Nazzaro.