PLACE: BOARD ROOM – ADMINISTRATION BUILDING 25 CHURCHILL AVENUE, PALO ALTO, CALIFORNIA A M E N D M E N T S DATE: TUESDAY, JUNE 23, 2015 TIME: 5:30 P.M. – CLOSED SESSION (CONF. ROOM A) 6:30 P.M. – OPEN SESSION (BOARD ROOM)

PALO ALTO UNIFIED SCHOOL DISTRICT

BOARD OF EDUCATION

AGENDA

REGULAR MEETING

Most Board of Education meetings are cablecast live on cable services CHANNEL 28 and webcast live on http://communitymediacenter.net/watch/schedules. Board materials are available for review on the district web site at http://www.pausd.org/community/board/agenda.shtml or at the District Office, 25 Churchill Ave., Palo Alto, CA 94306. Beginning with 2014-15, meetings are available on demand at http://midpenmedia.org/category/government/city-of-palo-alto/pausd/ Archived meetings of prior years can be found at http://www.communitymediacenter.net/watch/pausd_webcast/ PAUSDondemand.html. Should you need special accommodations to participate in the meeting, please contact the Superintendent’s Office at 650.329.3737 or kruegsegger@pausd.org. Community members wishing to address the Board are allotted THREE minutes per speaker. Should more than 20 people wish to address any one topic, the Board may elect to allot a shorter time per speaker. Materials presented at the Board meeting will be copied and provided to Board members after the meeting. Additional instructions are listed on the back page of this agenda.

I. CLOSED SESSION

A. Call to Order B. Recess to Closed Session (Conference Room A) 5:30 p.m. Action Anyone wishing to address the Board regarding Closed Session items may do so at this time.

Items listed below may be discussed in closed session. Items [√] marked are scheduled for discussion at this meeting. All proceedings are reported to the public in open session where action is taken or staff is given direction. [ ] 1. Employee Evaluation pursuant to Government Code §54957 [√] 2. Employee Appointment / Employment pursuant to Government Code §54957 – District

Administrators; Administrative Employment Contracts; Elementary and Middle School Principals

[ ] 3. Conference with Legal Counsel – Anticipated Litigation pursuant to Government Code §54956.9

[ ] 4. Liability Claims pursuant to Government Code §54957.1 [ ] 5. Conference with Legal Counsel – Existing Litigation pursuant to Government Code

§54956.9 [ ] 6. Conference with Labor Negotiator pursuant to Government Code §54957.6 – Negotiator:

Dr. Scott Bowers, regarding PAEA, CSEA, and Non-represented Groups [ ] 7. Conference with Real Property Negotiator pursuant to Government Code §54956 – [√] 8. Employee Discipline/Dismissal/Release pursuant to Government Code §54957 [ ] 9. Student Discipline

06.23.15 Page 1 Palo Alto Unified School District Vision Statement: We support all PAUSD students as they prepare themselves to thrive as global citizens in a rapidly changing world. We develop our students’ knowledge, critical thinking, and problem solving skills, and nurture their curiosity, creativity, and resilience, empowering every child to reach his or her fullest intellectual, social, and creative potential.

II. OPEN SESSION / REPORTS

A. Approval of Agenda Order Action B. Superintendent’s Report – Student and Staff Successes Information 1. This item prov ides an opportunity for the Superintendent to update the Board and community on topics of

interest not currently set for discussion or action by the Board. These topics generally include recognition of student and staff accomplishments and awards, photo presentations of events and/or construction progress since the last Board meetings, and announcements of upcoming events of interest to the Board and public. When known in advance, topics will be bulleted below.

• OCR • PRA • CDE Special Education Exit Center • Project Safety Net

III. APPROVAL OF CONSENT CALENDAR Action

These items are considered routine and will be approved in one action without discussion. If a Board member requests an item be removed from the Calendar or a citizen wishes to speak to an item, it will be considered under Action Items.

A. Certificated Personnel Actions Consent 2. It is recommended the Board approve the certificated personnel actions as presented. B. Classified Personnel Actions Consent 3. It is recommended the Board approve the classified personnel actions as presented. C. Approval of Warrants Consent 4. It is recommended the Board approve the warrants of May 2015. D. Approval of Change Orders Consent 5. It is recommended the Board approve the change orders of May 2015. E. Authorization to Award Contract for Copiers Consent 6. It is recommended the Board award the contract for copiers to Sharp. This item was discussed at

the regular meeting of June 9, 2015.

F. Initial Negotiating Proposals Submitted by Palo Alto Educators Association (PAEA) Consent 7. It is recommended the Board accept the proposals from PAEA. This item was discussed at the

regular meeting of June 9, 2015.

G. Initial Proposals of the Board of Education for Negotiations with Palo Alto Educators Association

Consent 8. It is recommended the Board approve the proposals for negotiations with PAEA. This item was

discussed at the regular meeting of June 9, 2015.

H. Initial Negotiating Proposals Submitted by California School Employees Association Consent 9. It is recommended the Board accept the proposals from CSEA. This item was discussed at the

regular meeting of June 9, 2015.

I . Initial Proposals of the Board of Education for Negotiations with California School Employees Association (CSEA) for the 2015-16 School Year

Consent 10.

It is recommended the Board approve the proposals for negotiations with CSEA. This item was discussed at the regular meeting of June 9, 2015.

J. Authorization to Contract for 2015-16 with fs3|Hodges for Bond Program Management Consent 11. It is recommended the Board authorize a contract with fs3|Hodges in an amount not to exceed

$1,062,214. This item was discussed at the regular meeting of June 9, 2015.

K. Renewal of the Transitional Partnership Program (TPP) Contract for 2015-16 Consent 12. It is recommended the Board approve the TPP contract. The district will receive over $400,000 for

participants. This item was discussed at the regular meeting of June 9, 2015.

L. Local Control Accountability Plan (LCAP) Consent 13. The Board will discuss the plan and make any recommendations for the final draft. Strategic Plan

Initiative: This item covers all areas of the Strategic Plan.

M. Uniform Complaint (Williams Settlement and Valenzuela/CAHSEE Lawsuit Settlement) Quarterly Report

Consent 14.

06.23.15 Page 2 Palo Alto Unified School District Vision Statement: We support all PAUSD students as they prepare themselves to thrive as global citizens in a rapidly changing world. We develop our students’ knowledge, critical thinking, and problem solving skills, and nurture their curiosity, creativity, and resilience, empowering every child to reach his or her fullest intellectual, social, and creative potential.

This is an informational report and requires no action by the Board. There were no complaints in

regard to the areas of this report.

N. Approval of International Field Trip Consent 15. It is recommended the Board approve the international field trip to Singapore for Gunn and Paly

high school students.

O. Child Development Contracts Consent 16.

It is recommended the Board of Education approve the Child Development Contracts and Resolutions 2015-16.17 (CCTR-5278) in the amount of $316,081 and 2015-16.18 (CSPP-5530) in the amount of $149,758 for the 2015-2016 school year.

P. Annual Request to Submit an Application for Consolidated Categorical Aid Consent 17. It is recommended the Board of Education approve the request to submit an application for

Consolidated Categorical Aid, Part I, June 30, 2015.

Q. Variable Term Waiver for Middle School French Teacher Consent 18.

It is recommended the Board of Education authorize the District to file a Variable Term Waiver for a French Teacher at Terman Middle School. Strategic Plan Initiative: Staff Development and Recruitment

IV. OPEN FORUM

Anyone wishing to address the Board on non-agenda items may do so at this time. Comments will be taken after the Consent Calendar. Community members wishing to address the Board are allotted THREE minutes per speaker. Please note that speaking time cannot be delegated to another person. Should more than 20 people wish to address any one topic, the Board may elect to allot TWO minutes per speaker. Without taking action, Board members or district staff members may briefly respond to statements made or questions posed by the public about items not appearing on the agenda.

V. ACTION / DISCUSSION / INFORMATION ITEMS A. Jan Parker Substitute Teacher Awards 2014-15 Information 19. This annual event recognizes our outstanding substitute teachers. Strategic Plan Initiative: Staff

Recruitment and Development

B. 2015 Parcel Tax Expenditure Plan Action 20. It is recommended the Board authorize the parcel tax expenditure plan for Measure A from 2015-

16 to 2020-21. This item was discussed at the June 9, 2015, regular meeting. Strategic Plan Initiative: Budget Trends and Infrastructure

C. Management Reorganization and Reclassifications Action 21. The Board will discuss the addition of three new positions and the reclassification for several

positions. Strategic Plan Initiative: Staff Recruitment and Development

D. Proposed PAUSD Budget for 2015-16 Action 22. It is recommended the Board approve 2015-16 budget; adoption of the budget for Fund 21-210;

approving three resolutions regarding budget transfer authority and interfund borrowing. Strategic Plan Initiative: Budget Trends and Infrastructure

E. New Paly Athletic Center Financial and Contract Related Approvals Action 23. This item was discussed at the June 9, 2015, regular meeting. Strategic Plan Initiative: Budget

Trends and Infrastructure

F. Contracts for Legal Services for 2015-16: (1) Lozano Smith; (2) Fagen Friedman and Fulfrost; (3) Dannis Woliver Kelley; (4) and Dora Dome

Action 24.

The Board will consider renewing contracts for legal services for 2015-16. Estimated cost for 2015-16 for all legal firms is $565,000. This item was discussed at the June 9, 2015, regular meeting. Strategic Plan Initiative: Budget Trends and Infrastructure

G. Approval of Program Change, Budget Adjustment, and Addendum No. 23 for DLM to add HVAC to Spangenberg Theater for the Central Building Project at Gunn High School

Action 25.

The Board will consider approving adding an HVAC system at Spangenberg, a budget transfer of $1,071,035 to the Gun Central Building Project, and Addendum No. 23 for architect services in the

06.23.15 Page 3 Palo Alto Unified School District Vision Statement: We support all PAUSD students as they prepare themselves to thrive as global citizens in a rapidly changing world. We develop our students’ knowledge, critical thinking, and problem solving skills, and nurture their curiosity, creativity, and resilience, empowering every child to reach his or her fullest intellectual, social, and creative potential.

amount of $317,772. This item was discussed at the June 9, 2015, regular meeting. Strategic Plan Initiative: Budget Trends and Infrastructure

H. Board of Education Assignments for the 2015-16 Academic Year Action 26. The Board will consider approving their assignments for school sites and programs for the

2015-16 academic year. This item was discussed at the June 9, 2015, regular meeting. Strategic Plan Initiative: Governance and Communication

I. Certification Personnel Item: Approval of Assistant Superintendent Contract Renewal

Action 27.

It is recommended the Board of Education approve the contract for Assistant Superintendent. Strategic Plan Initiative: Staff Recruitment and Development

J. Addendum to Certificated Personnel Actions: Appointment of Assistant

Superintendent Chief Student Services Officer Action 28.

It is recommended the Board of Education approve the addendum for the appointment of Assistant Superintendent: Chief Student Services Officer. Strategic Plan Initiative: Staff Recruitment and Development

VI. BOARD MEMBERS’ REPORTS / CORRESPONDENCE / BOARD OPERATIONS / RECOGNITION

This is an opportunity for Board members to address activities, correspondence, and operations and to acknowledge or recognize specific programs, activities, or personnel.

A. Reports B. Correspondence C. Operations • Possible Future Board Agenda Items

Board members may suggest items for placement on future agendas.

D. Acknowledgements and Recognition E. Board Calendar The next regular meeting of the Board is scheduled for August 25, 2015.

VII. ADJOURN Consensus

06.23.15 Page 4 Palo Alto Unified School District Vision Statement: We support all PAUSD students as they prepare themselves to thrive as global citizens in a rapidly changing world. We develop our students’ knowledge, critical thinking, and problem solving skills, and nurture their curiosity, creativity, and resilience, empowering every child to reach his or her fullest intellectual, social, and creative potential.

TO: Board of Education FROM: Glenn “Max” McGee, Ph.D. RE: Quarterly Goals Update DATE: June 14, 2015 The Board met in its annual retreat on August 12 and 13, 2014, to discuss its goals for the 2014-15 academic year and approved the goals on August 26, 2014. At that time the Board also reached consensus on the wording for the measures and deliverables for each goal. Using the template discussed last November, presented in December, and updated in March, this report lists each measure and deliverable followed by a sentence or two indicating the progress in completing the task. Green shading means the measure or deliverable is complete, no shading means we are on schedule for completion, yellow means we are bit behind but we will catch up, and red means we will not be able to provide the measure or deliverable. Back up materials are available at the request of Board members. 1. To prepare students for a future that necessitates global collaboration and competition,

cultivate support for a district-wide culture that expects, advances, inspires, and promotes academic excellence, hard work, active engagement, and perseverance for every student. (Aligns with Strategic Plan Goal Area A.)

Measures, Deliverables, and Leader

a) Revised District website that reflects district vision, mission, goals, and values.* (Chief Technology Officer—CTO) 12/9 Phase I of the project is complete, which included the wireframes and information architecture (site map). These two items are the blueprint for the site. We are currently in the process of looking for firms to contract with for phase II, which includes the construction of the site as well as the migration of existing content into the new site. 3/1 Update: We have selected Trellon, LLC as the vendor for Phase II of this project, which includes launching the new district website in July. Some examples of their work that impressed us included http://goglobal.stanford.edu and http://admissions.cornell.edu/. We will be presenting initial prototypes and mock-ups at the March 24 board meeting to gather additional input and comments from the board and public.

PALO ALTO UNIFIED SCHOOL DISTRICT 25 Churchill Avenue • Palo Alto, CA 94306 Telephone: (650) 329-3737 • FAX: (650) 321-3810

OFFICE OF THE SUPERINTENDENT

6/12 Update: Steady progress continues to be made as we march toward the launch of the new site at the end of July. Thank you to the 311 viewers/participants in our online survey at the end of April. As part of the project, we will be incorporating the talents of several student interns in July to assist in our migration and verification of content. Additional mock ups are available for viewing at this link (http://goo.gl/mWKFW0).

b) Establishment of baseline data from existing Strategic Plan survey questions and from

adding questions to staff, parent, and student surveys specifically designed for this goal. (Director of Research and Evaluation) 12/9 Will start when new Director is employed. We have shared sample student and parent survey questions with the administrators and with the PAEA bargaining team. 3/1 Update: Dr. Young and Mr. Kolar will be designing the questions to add on to the Strategic Plan Survey and/or a larger scale parent survey related to Board goals. 6/12 Update: Mr Kolar will be closing the parent and survesy this week, at this time the response rate for parents is 22% higher than in 2014 and we have over 600 student responses. The student survey remained open through Firday, and students who have not participated are being solicited for their responses when they are checking grades in Infinite Campus.

c) “Student and Staff Success” reports to the Board which show balance among academics, arts, service, and athletics. (Communications Coordinator) 12/9 We are in the process of developing a system to get the news to Tabitha. Thus far, the slide shows for the Superintendent’s Report have reflected a balance, but we have not received enough examples of student and staff success for our monthly reports that we had planned to obtain by this date. 3/1 Update: Student recognition at the meetings and in the packet have reflected this balance. We are still seeking more examples from elementary schools.

6/12 Update: We have brought together the arts, athletics and academics in the recognitions during the Superintendent’s Report as well as in the Staff and Student Success page of the Board packet.

d) “Face to Face” recognition at Board meetings of students, individuals, and teams that compete and excel in state, national, and international competitions. (Principals) 12/9 We are off to a slow start, but we have started. With the fall math contests and fall sports state tournaments ahead, we should have more opportunities in the next quarter.

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3/1 Update: It has been inspiring to hear from our students whom we have recognized regularly at Board meetings. 6/12 Update: It continues to be inspirational to hear about the many different ways that our students achieve in the areas where they have talent and passion at the Board meetings

e) Staff develops, presents, and pilots a system for compiling, analyzing, and reporting achievement data from receiving schools to sending schools (e.g. the three middle schools to the twelve elementary schools). (Director of Research and Evaluation) 12/9 We have not yet hired a Director yet; however, we have asked candidates for the position how they would accomplish this task. Once an individual is hired, we will get to work on this goal. 3/1 Update: Mr. Kolar has been in the District about ten days and hit the ground running. Given some immediate demands regarding qualitative and quantitative data support for the MATD Advisory Committee, this item is currently on the “to do” list. 6/12 Update: The district will be piloting the “Schoolzilla” student data reporting system in 2015-16. This system will support principals and learning communities across the district, it will be the means by which SBAC results are used internally. The Research Department is currently making professional development plans for the end of the summer and will collaborate with the TOSAs on programming.

f) Revised 2015-16 SPSA Plan format to show alignment of school goals with District vision, goals, and the Strategic Plan. (Associate Superintendent, Educational Services) 12/9 Dr. Young is making progress in this regard, meeting with each Board member to solicit input. Have discussed with middle school principals and will do so with elementary school principals after they present their SPSA’s to the Board. 3/1 Update: Most Board members (including former members Barb Mitchell and Dana Tom), shared their feedback with either Dr. Young or Ms. Harris. The Ed. Services team is processing the input and will share with and solicit feedback from principals, using this information to make modifications to the SPSA format. These changes will be shared with the Board at the next scheduled update. 6/12 Update: Barbara Harris met with all Board members and based on the feedback, will add an executive summary sheet that spotlights key goals and objectives for each plan. Next year’s plans will contain more student achievement data than last year including SBAC, beginning and end of year math data, DRA data, and writing data.

g) Completed action plan to assure “equity of preparation, access, and support” for historically underserved students, which includes an analysis of current data regarding student achievement and placements, a professional development component, and a strategy for faculty recruitment. (Associate Superintendent, Educational Services)

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12/9 I am selecting members for the Minority Achievement and Talent Development Advisory Committee. Because of the volume of applications and the tragic death of a Gunn student, we moved the first meeting back to 12/2, but provided important background reading. 3/1 Update: This goal has become the Superintendent’s responsibility and regular updates have been provided in the Superintendent’s report at Board meetings. The amount of work and the quality of work the Advisory Committee has completed during and between meetings has given the team a thorough understanding of the major problems under-represented and under-resourced students face as well as the root causes of these problems. During the next three meetings, the team will focus on solutions and recommendations. 6/12 Update: This goal was completed with the delivery of the report to the Board in May. We are currently incorporating some of the recommendations into our 2015-16 budget.

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2. Create conditions that assure consistent high quality and fairness in curriculum,

instruction, and assessment while affording individual schools autonomy to design, develop, implement, and evaluate innovative practices and programs aligned with the District’s Strategic Plan. (Aligns with Strategic Plan Goal Area E, initiatives E2 and E3.)

Measures, Deliverables, and Leader

a) Submission of a written analysis of Strategic Plan Survey questions and additional questions regarding innovation, if needed, to evaluate the extent to which Board policies and administrative regulations are implemented with fidelity both vertically and horizontally throughout the District. (Director of Research and Evaluation) 12/9 The Director of Research and Evaluation will be working on this task once the Survey is administered and the individual is hired. 3/1 Update: Because we did not hire a Director until late February, work on this deliverable is behind schedule and probably will not be completed until the summer or next fall.

6/12 Update: Questions regarding innovation were added to the student and parent surveys. Analysis will be completed this month.

b) Analysis of school-level survey questions regarding innovation design, delivery, and innovations (Director of Research and Evaluation) 12/9 The Director of Research and Evaluation will be working on this task once the Survey is administered and the individual is hired. 3/1 Update: Smita Kolhatkar completed a thorough evaluation of the Barron Park Maker’s Studio. Her work is a model for evaluating other innovative programs and practices. She and Mr. Kolar will be working with the principals on evaluating innovations. 6/12 Update: Questions regarding innovation were added to the student and parent Strategic Plans Surveys, and analysis of them will be completed this week.

c) Schools feature innovative programs on school web pages and internal publications.* (Communications Coordinator CTO) 12/9 This has not been systemically addressed. 3/1 Update: We will be addressing this systemically as part of Phase II of the web design project. Some innovations are being noted on some websites and some e-news on an episodic basis.

6/12 Update: We improved in this area as principals were required to bring and share their success stories (when asked) more regularly at the K-12 meetings. The website redesign team has considered the need for a spot on each school’s page that can highlight their

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accomplishments and will be wrapping it into the design and communications as sites roll out in the future. The CTO and web team will be incorporating this deliverable into their plans.

d) Website templates for home pages enable schools to illustrate individual messages while maintaining a common “look and feel” as well as using specific language from the District’s Mission and Vision statements.* (CTO) 12/9 These templates will be included in phase II of the district website project, as it's largely dependent upon the successful execution of district website update. Once the templates are complete, the process will begin to apply the templates to our school websites and mold the existing information into the new templates. 3/1 Update: There is currently no status change, as this deliverable directly relates to the delivery of the district website, including the template. 6/12 Update: The template development process is also on track to be delivered by the end of July. The first “site” we will use the template with is the school construction/bond website, as it will be launching shortly after the main district website at the end of July. In addition, Palo Verde and Briones will start the new year with refreshed websites.

e) Preparation of written proposal for external review of selected programs to assess their efficacy. (Associate Superintendent, Educational Services) 12/9 We have received a research framework from Hanover Research which Dr. Young and I have approved. Dr. Young will receive their cost proposal for the K-12 World Language program evaluation this month. 3/1 Update: The focus of this world language feasibility study is well underway. The survey instrument, that will be given to staff, students and parents, is ready to be administered with the goal of completing this process by the end of March. We are working with Hanover Research to organize focus groups as part of the data collection process. 6/12 Update: The world language feasibility study data has been collected and compiled. The report will be completed by 7/6/15, and the Board will receive a report on the study for their August workshop. Mr. Kolar will work with Hanover to prepare a Board presentation to be made in open session in the fall.

f) Present and pilot a system for internally evaluating the impact of hybrid classes, new programs, and practices on teaching and learning. (Associate Superintendent, Educational Services) 12/9 We have received a research framework from Hanover Research which Dr. Young and I are currently analyzing. After we submit recommended revisions to Hanover, Dr.

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Young will obtain their cost proposal for evaluating the impact of hybrid classes. We expect to have this evaluation proposal ready for approval in December. 3/1 Update: After further analysis regarding the scope of the alignment and world language feasibility studies, we will be utilizing internal data gathering tools, rather than work with Hanover at this time, to evaluate the effectiveness of our hybrid classes. The goal is to gather and evaluate the data by the end of this school year. 6/12 Update: This item needs to be picked-up in the fall as we were not able to complete it by the end of this school year. Mr. Kolar was new to his position and will be able to provide needed guidance with this evaluation process.

g) Present report on parent and staff responses to newly implemented elementary report card. (Director of Research and Evaluation) 12/9 The Director for Elementary Instruction has worked diligently with the tech leads, support staff and principals to assure that the new Progress Reports will be completed on time, with fidelity and distributed seamlessly. The evaluation of them will not take place until the spring. 3/1 Update: We have collected survey data from the first semester and plan on collecting additional information at the end of the academic year. 6/12 Update: The data have been collected from teachers and parents. Ms. Harris completing the analysis, and results will be available at the end of June.

h) Analyze and report on course consistency within and between high schools regarding grading practices, homework policies, expectations, and summative assessments. (Associate Superintendent, Educational Services) 12/9 We have received a research framework from Hanover Research which Dr. Young and I have approved. Dr. Young will receive their cost proposal for their work this month, and we will roll out the plan to the principals, instructional supervisors and councils, etc. in November, December and January. We expect the data to be gathered in the third quarter and analysis completed by the fourth quarter. 3/1 Update: Like the World Language feasibility study, the survey instrument is ready to be administered, the focus group process being organized and course documents collected and sent to Hanover for review. Recent events at the high schools have slowed our progressess a bit with both projects, but we are working hard to finish by spring so we can utilize information from both studies to establish goals and actions for the 14-15 school year. 6/12 Update: The high school alignment study data have been collected and compiled, and are being analyzed. We have received some of the data in tabular form, and the full report with the analysis will be completed by 7/6/16. The Board will receive a report on the study

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in advance of the August workshop. Mr. Kolar will work with Hanover to prepare a Board presentation to be made in open session in the fall.

i) Presentation of a staffing plan aligned with District Vision, Mission, Goals, and the Strategic Plan. (Assistant Superintendent, Human Resources) 12/9 We are compiling our lists with the rationale on an ongoing basis and will be prepared to present recommendations in time for the second interim budget report. 3/1 Update: We will be ready to present this item at the March 24th Board meeting. Additional staffing related to the MATD Advisory Committee recommendations may be requested in late May. We are eager to bring forward current recommendations in order to post positions during the prime hiring season. 6/12 Update: Staffing plans have been presented to the Board and are being incorporated into the budget that will be presented for approval on 6/23/16. The report showed how new positions were aligned with Strategic Plan Initiatives.

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3. To provide all students the highest quality learning environment in every District school,

assure that all certificated and classified staff are continuously engaged in Professional Learning that is aligned with specific, strategic school improvement goals that are tied directly to the District Strategic Plan. (Aligns with Strategic Plan Goal Area C)

Measures, Deliverables, and Leader

a) Analysis of fidelity in faculty completion of “My Learning Plan.” (Coordinator of Professional Learning) 12/9 Dr. Bikle has trained principals and staff in the use of My Learning Plan and it is being used widely and as intended. A report and analysis will be forthcoming in the spring.

3/1 Update: Dr. Bikle and Dr. Young updated the Board of Education on My Learning Plan in February. The report included an overview of the software and usage to date. Since that report we have activated additional features in My Learning Plan including a common feedback and evaluation survey attached to all PAUSD workshops as well as customized evaluation surveys for workshops that address key district initiatives (i.e. Professional Learning Communities, K-5 Writing). In addition, we have begun to pilot the “Team Room” feature to increase collaboration and ongoing learning for participants.

6/12 Update: Currently we have a lot of activity on My Learning Plan as teachers are seeking pre-approval for summer professional learning activities. Teachers are using the system to request approval to use the hours for units for salary advancement, and for the professional learning stipend. We have eliminated the paper forms and created one process simplify the process for teachers. Over the summer we will update the forms based on teacher feedback and complete an analysis of the first year.

b) Survey of participants in Columbia Teachers’ College Writing Workshop. (Coordinator of Professional Learning) 12/9 This was completed and some results were shared with the Board. Data is being used to guide development of further work this next spring.

3/1 Update: We have contracted with Teachers College to provide summer workshops to K-5 teachers in two areas. We will offer an Advanced Writing Institute focused on informational writing (a key genre in the Common Core State Standards). This is the first time Teachers College has offered an Advanced Institute and offers us the opportunity to continue to focus on the complexities of teaching writing. We will also offer a smaller Reading Institute. The Reading Institute is open to teachers who have a good understanding of writing workshop and are ready to begin work in a new area. Attendees will work closely with TOSAs to grow their skills next year and to serve as teacher leaders at their sites in the area of reading.

6/12 Update: Currently, plans are underway to consider options for sustaining the writing work. We will provide training to our new teachers and those returning from leave. We will also consider how we can leverage TOSA expertise and our project school sites to continue to develop the skills of all teachers in this area.

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c) Report on analysis of Teacher’s College writing assessment and rubrics and middle school

writing assessment. (Director of Research and Evaluation) 12/9 The writing assessments are being collected and shared, but analysis will not be completed until the Director is hired. 3/1 Update: The district wide writing assessment process is proceeding on schedule as planned and results should be ready to share in the spring. 6/12 Update: Faculty completed scoring the writing assessment on June 5th. The Research Department is now working with the TOSAs on compiling, analyzing and synthesizing the information to prepare the evaluation report to be delivered in late June.

d) Develop baseline of “Professional Learning Community” (PLC) activities at school sites and perceived value of participants on teaching and learning. (Coordinator of Professional Learning) 12/9 Dr. Bikle completed this deliverable and submitted the data to me. There are beginnings of PLC work in most schools and broad evidence of staff support for moving forward with more well-designed, systemic PLC work. 3/1 Update: In January, principals had the opportunity to dive into school and district level data to understand the perception of Professional Learning Communities at their sites. We have utilized the data to plan professional learning activities for principals at each K-12 Leadership meeting and also to share with Austin Buffum, our consultant, who will join us in March for another full day workshop. 6/12 Update: At our last K-12 leadership meeting Dr. Bikle presented and received feedback on a draft plan for district-level support plan for PLC work based on the principals’ analysis. The plan includes a focus on strengthening collaboration; providing professional learning opportunities in strategic areas; supporting administrators to deepen knowledge; and supporting site implementation.

e) Summary of faculty and staff reflections on how Austin Buffum’s professional development presentations have specifically improved teaching and learning. (Coordinator of Professional Learning) 12/9 Dr. Bikel and Dr. Young have collected the reflections and will be following up later in the year to see if his professional development work with teams from each school led to changes in teaching practices. 3/1 Update: We are completing the design of our reflection tool to capture the outcomes of our two days with Austin Buffum (workshops are March 4 and 5). We will have the results of this year’s work analyzed and ready to share in early April. 6/12 Update: In March principals reviewed the outcomes data from the work with Austin Buffum. They identified key areas of strength and need and made recommendations from next steps. Dr. Bikle worked with this analysis to create the PLC plan mentioned above.

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f) Final report to Board that provides evidence that District’s Professional Learning:

(Coordinator of Professional Learning) • focuses on student learning goals and outcomes based on data; • strengthens content knowledge and instructional strategies to meet the needs of all

students; • is collaborative and fosters a sense of collective responsibility focused on improved

student performance, PK-12; • is ongoing and embedded in our daily work, with an emphasis on inquiry and reflection

to improve practice; • is regularly evaluated to ensure experiences are high-quality, research-based, and

effective in meeting intended goals and are aligned with site and District goals. 12/9 This will be a capstone report. Data is currently being collected throughout the system. 3/1 Update: focuses on student learning goals and outcomes based on data; Elementary: We are continuing our focus on K-5 writing as a result of Strategic Plan survey data and Board interest. Additionally, we will begin to expand to reading in the next few years. Plans are also underway to expand our support for NGSS, STEM and Mathematics professional development. Secondary: We are working to expand the available offerings to secondary teachers beginning this summer. Katherine Baker and Kelly Bikle surveyed secondary teachers to identify topics of interest. Topics were identified from WASC reports and site goals. strengthens content knowledge and instructional strategies to meet the needs of all students; Elementary: Teachers’ College provides a balance of content knowledge (teacher analyzing their own writing and studying writing development), with instructional strategies mini-lessons, small group and conference strategies). This summer we are considering options for workshops in mathematics that balances teacher content knowledge with instructional strategies to support all learners. In science inquiry groups have spent time over the year studying the NGSS standards; building their own content knowledge; and participating in lesson design and hands-on activities. Secondary teachers have focused much of their efforts on better understanding instructional approaches to CCSS/NGSS. This focus represents a shift from previous years where teachers delved deeply into the content of the standards and to ensuring content was taught in the appropriate course or grade. This year the professional learning has focused on instructional design (i.e. integrating engineering practices in science; math practice standards). This summer we have plans to offer workshops that draw teachers together across departments to focus on instructional strategies (exact content TBD). is collaborative and fosters a sense of collective responsibility focused on improved student performance, PK-12; We have had a focus on strengthening the collaborative structures and processes at school sites this year. With the support of a consultant (Austin Buffum) we have begun to

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build a shared knowledge about the power of professional learning communities to support all learners. In addition, the work of TOSAs at the elementary sites has been a tremendous support in this area as they have been able to support sites and grade levels in developing common language and common understandings about writing. is ongoing and embedded in our daily work, with an emphasis on inquiry and reflection to improve practice; See above. In addition, when offering workshops at the district level we have made an effort to step away from the one-time workshop. We continue to pilot hybrid designs, to offer workshops in a series, and to combine workshops with coaching. These designs are intended to support teachers in applying what they learn, reflecting on outcomes and developing expertise over time. is regularly evaluated to ensure experiences are high-quality, research-based, and effective in meeting intended goals and are aligned with site and District goals. All district workshops are connected to Strategic Plan goals to ensure they are in alignment with our work. We have recently incorporated a common evaluation survey to better understand the impact our work is having on teacher knowledge. In addition, we design evaluation methods for our larger initiatives, such as new hire orientation, our work with Teachers College in writing, and our work with Austin Buffum around PLCs. We evaluate with the intent to understand participant experience, but also with an eye for continuous improvement and to identify next steps in our initiatives. 6/12 Update: • focuses on student learning goals and outcomes based on data; and • strengthens content knowledge and instructional strategies to meet the needs of all students; Secondary: we have expanded our options for secondary professional learning this summer to include a workshop focused on unit design (Understanding by Design); an online course focused on school climate; a course focused on collaboration (Language of Collaboration). Additionally, we have worked collaboratively with teams of teachers to support professional learning in key areas. For example, the Social Justice Pathway group and the Speech and Language Pathologists submitted proposals that are focused on their goals, and bring their teams together to deepen knowledge. is collaborative and fosters a sense of collective responsibility focused on improved student performance, PK-12; We are offering the Language Of Collaboration workshop this summer to target tools and skills for working together. Additionally, we revised the secondary team-designed project structure to highlight key aspects: collaboration; identifying key teacher learning goals ; and focus on intended impact on student learning. is ongoing and embedded in our daily work, with an emphasis on inquiry and reflection to improve practice; Implementation of PLCs will be a major area of focus next year. We will be providing district level support to teachers and administrators in the area of

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PLCs as well as in key components that contribute to successful collaboration (using student data; formative assessment; collaboration skills; and PLC bootcamps)

g) Analysis of ERB and Writing Assessment Program results disaggregated by school, grade, and student demographics (e.g. gender, free and reduced lunch, etc.) results. (Director of Research and Evaluation) 12/9 ERB results have not been received and the new Director will begin work on this deliverable when he or she is hired. 3/1 Update: We have ERB results and will be presenting an analysis of them later this spring. 6/12 Update:: The Research Department has been working with the TOSAs, teachers, and principals on the use of ERB test results in light of the adoption of the TC writing progressions and the first SBAC measurements of the district Common Core ELA adoption. An update on the writing program and recommendations will be ready for the 6/23/16 Board meeting.

h) Analysis of Strategic Plan Survey results. (Director of Research and Evaluation) 12/9 This will be completed by the new director. 3/1 Update: Because we did not hire the Director until ten days ago, we are behind schedule on adding any new questions to the survey. Mr. Kolar will be working with Dr. Young to finalize the Strategic Plan Survey administration. 6/12 Update: Strategic Plan Surveys have been completed and the initial analysis will be presented for use at the leadership retreat in June.

i) Board presentation on Safe and Welcoming Schools metrics including: (Associate Superintendent, Educational Services)

a. Percentage compliance with Board Bullying Prevention Policy BP 5131.2 and Student Conduct Policy BP 5131 and their administrative regulations training;

b. Launch of a Safe and Welcoming School space on the district website; c. Design, development, implementation and evaluation of bullying reporting flow

chart; d. Baseline data on bullying incidents and case disposition; e. Survey results from annual California Healthy Kids Survey (CHKS) and Palo Alto

Reality Check Survey (PARC); f. Results from relevant questions from Strategic Plan Survey.

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12/9 We are still waiting for results from PARC (we have them for CHKS) and will be presenting the reports to the Board in January. We Safe and Welcoming School space on the district website is part of the redesign project under Goal 1. 3/1 Update: We have had one Board presentation on this matter and have a second scheduled for our next meeting. In addition, we have discussed matters related to safe and welcoming schools in other forums. 6/12 Update: The Board presentation of this item was givin on March 24: Additional information to add to this update includes the attendance review study completed by Ms. Carrillo. Through Measure A and Board action, new staff have been added to support mental health and wellness.

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4. Develop clear accountabilities for ensuring implementation of key strategic plan

initiatives. (Aligns with “focused goals” from each of the five Strategic Plan goal areas.) PLEASE NOTE: Because all of these items directly relate to the Strategic Plan and all are in Dr. Young’s domain, I have asked him to prepare a final report. He is currently working on completing it and has assured me it will be finished before June 30th.

Measures, Deliverables, and Leader

a) Board informational report on work plan for focused goals that includes evidence based measures. (Associate Superintendent, Educational Services) 1/27 Much of this work will be included in the LCAP report which will be presented to the Board, along with new goals in the spring.

b) Quarterly updates on work plan. (Associate Superintendent, Educational Services) 1/27 The first one will be presented to the Board on December 9.

c) Administrator’s evaluations include extent to which individuals accountable for specific “focused goals” achieved them. (Associate Superintendent, Educational Services) 1/27 Goal setting conferences are all nearly completed and goals are related to specific accountabilities in Strategic Plan and Focused Goals. 3/1 Update: Mid year reviews were completed. 6/12 Update:: All evaluations are complete.

5. Anticipate, respond, and promptly resolve potentially distracting and disruptive issues

in order to maintain focus on the District’s vision of “developing our students’ knowledge, critical thinking, and problem-solving skills, deepening their knowledge, and nurturing their curiosity, creativity, and resilience – empowering every child to reach his or her fullest intellectual, social, and creative potential.” (Aligns with Strategic Plan Goal Area E.)

Measures, Deliverables, and Leader

a) Calendars and counts of outreach events such as “second cup of coffee,” special presentations, and the like for leadership team and Board members.* (Communications Coordinator) 12/9 First “second cup” series is completed along with additional coffees for Chinese families, Buena Vista, neighborhood home association leaders, Rotary and the like. Several more special presentations are already scheduled through spring. 3/1 Update: I have continued to be very active and present with numerous presentations including the Women’s Club, Kiwanis, student forums, DreamCatchers, and more.

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6/12 Update: This past quarter I continued to meet with several groups, some related to Measure A, some for formal presentations, and still others for collecting information during formal and informal forums and even classroom sessions.

b) Creation of a baseline of positive, neutral, and negative media reports related to the District. (Communications Coordinator) 3/1 Update: At the December 9th Board meeting, it was recommended we not continue using this metric. My personal perception is that media coverage has been generally fair, balanced, and accurate. 6/12 Update: By Board request, this measure was dropped. Media coverage continues to be fair, balanced, and mostly accurate. I have only had two occasions to write requesting a correction, and in one other case, I decided that the matter was not significant enough to request a correction.

c) Analysis of response time to Board level correspondence, Open Forum comments, and other sources where stakeholders register complaints. (Communications Coordinator) 3/1 Update: At the December meeting we noted that this was not a problem. One Board member asked if we consider using response to PAR requests as a metric. We can do so if this is the will of the entire Board. 6/12 Update: We are up to date on PAR requests except for the correspondence between cabinet and board. We have posted July, August, and September, and a paralegal is still working on redactions to bring us into full compliance with this standing request.

d) Completed leadership team “360” evaluations. (Superintendent) 12/9 Scott has taken the lead in designing the document base on conversations at Cabinet and Council and examining models used in other districts. 3/1 Update: We will be administering an instrument next month. 6/12 Update: These closed on 6/12 and will be presented to the Board during my evaluation session on 6/22.

e) Design, development, and delivery of a proactive communications plan incorporating multiple media and messengers.* (Communications Coordinator) 12/9 Tabitha has developed and is currently implementing the plan. 3/1 Update: The Social Media aspect of the plan has been drafted as policy and will be returning to the BPRC after Board discussion. 6/12 Update: The revised draft of the Social Media BP and AR have been completed as has a draft of an exhibit with some pieces of technical information for the Board of Education to consider. The staff guidelines have also been drafted based on feedback

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from a focus group including administrators, teachers, and classified staff members from all grade sections.

f) Design, develop, and implement a means for communicating Board decisions promptly and broadly. (Communications Coordinator) 12/9 We are using “Max Mail” once a month and video “News You Can Use” once a month in addition to press releases when relevant.

3/1 Update: This deliverable is now a part of regular operations. 6/12 Update: We continue to use “Max Mail” and “News You Can Use” each month to communicate regularly to our community. In May, we also produced our own show at the Titan Broadcast Network studio (Gunn HS) with the student PAUSD TV team handling all the technical aspects. This PAUSD TV team has been formed over the last 2 years and provides critical support for communicating PAUSD’s achievements and challenges to our broader community. The team handles the monthly “News You Can Use” broadcasts as well as providing coverage of district and school events such as the Escondido Science Night, and the Sweetheart Awards. The PAUSD TV Team also creates informative and documentary-style videos about various district projects. This year the team created several videos including the new PAUSD Registration Video, Ohlone’s Acts of Kindness Project, and Walter Hays Inclusion Initiatives and a video highlighting the partnership between Adult Education and the Garden Court Hotel.

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BOARD OF EDUCATION Attachment: Consent 2 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 Certificated Personnel Items for the Meeting of: June 23, 2015 ACTION ITEMS:

I. APPOINTMENTS

NAME EFF. DATE ASSIGNMENT Substitutes Slack, Elinor 4/15/15 Substitute Teacher

NAME EFF. DATE ASSIGNMENT Hourly None

NAME EFF. DATES ASSIGNMENT Short Term Assignment None

NAME EFF. DATE ASSIGNMENT TIME EXP. DEGREE UNITS STATUS Temporary 0 None

NAME EFF. DATE ASSIGNMENT TIME EXP. DEGREE UNITS STATUS Temporary Ackard, Allison 8/13/15 Teacher—Gunn – 1st Semester

2nd Semester 60% 80%

1 MA, MA 90 R

Anderson-Day, Lori 8/13/15 Teacher—Terman 100% 4 MA 75 R Andreadou, Evdokia 8/13/15 Teacher—Jordan 100% 9 MA, MA 90 R Atieh, Jean-Marie 8/13/15 Teacher—El Carmelo 100% 1 BA 45 N Billin, Margaret 8/13/15 Teacher—Gunn, J. L. Stanford & Music

Travel Team 90% 9 MA 60 R

Bradley, Alison 8/13/15 Teacher—Ohlone 30% 12 BA 90 R Chen, Brenda 8/13/15 Teacher—Palo Alto 40% 3 BA 45 R Chiang, Connie 8/13/15 Teacher—Jordan 20% 6 MA 15 N Crane, Jennifer 8/13/15 Teacher/Special Education—Palo Alto 100% 2 BA 60 R Dal Fuoco, Gina 8/13/15 Teacher—Briones 100% 13 BA 60 R DiCosmo, John 8/13/15 Teacher—Terman 100% 9 BA 30 N Drozek, Sophie 8/13/15 Teacher—Terman 100% 12 MA 30 N Faubion, Jane 8/13/15 Teacher—Gunn 100% 9 MA 60 N Gill, Daljeet 8/13/15 Teacher—Gunn 100% 3 MA 90 N Greenbaum, Matthew 8/13/15 Teacher/Special Education—Palo Alto 100% 3 BA 45 N Hara, Yukiko 8/13/15 Teacher—Gunn 20% 2 BA 30 R He, Liyuan 8/13/15 Teacher—Palo Alto 100% 5 MA 30 R Hollingshead, Mark 8/13/15 Teacher/Special Education—Gunn 100% 4 BA 60 N Howell, Kristin 8/13/15 Teacher—Hoover 80% 2 MA 90 R Howles-Banerji, Samuel 8/13/15 Teacher—Palo Alto 80% 1 MA 30 N Joseph, Piper 8/13/15 Teacher—Duveneck 100% 3 MA 45 N Jue, Stephen 8/13/15 Teacher/Special Education—Duveneck 100% 2 BA 30 R Kerby, Brittney 8/13/15 Teacher—Palo Alto, Terman, Music Travel

Team 100% 6 BA 15 N

Kovacich, Danielle 8/13/15 Teacher—Gunn 100% 2 BA 30 R Laguna, Crystal 8/13/15 Counselor—Palo Alto 100% 2 MA 60 R Lizundia, Laura 8/13/15 Teacher—Gunn 40% 12 MA, MA 60 N Lo, Kristen 8/13/15 Teacher—Gunn—1st Semester

2nd Semester 40% 20%

13 MA 45 R

Lo, Tzuhuei Sophia 8/13/15 Speech-Language Therapist/Special Education—Greendell

100% 7 MA 90 R

Macias, Ernesto 8/13/15 Teacher—Jordan 100% 4 MA 45 N Matayoshi, Saki 8/13/15 Teacher—J. L. Stanford & Jordan 80% 3 BA BA R Michael, Challis 8/13/15 Counselor—Gunn 100% 9 MA 60 R

NAME EFF. DATE ASSIGNMENT TIME EXP. DEGREE UNITS STATUS Temporary Michaelis, Molly 8/13/15 Counselor—Gunn 100% 10 MA 75 R Northen, Brian 8/13/15 Teacher/Special Education—Greendell 100% 2 BA 15 R Peltier, Cecilia 8/13/15 Teacher—Gunn 100% 4 MS 75 N Peters, Elisa 8/13/15 Teacher—Terman 100% 5 MA 90 N Ross, Cora 8/13/15 Counselor—Gunn 100% 9 MA 60 N Rowe, John 8/13/15 Teacher—Palo Alto 100% 5 MA 75 R Sardana, Manju 8/13/15 Teacher—Gunn 100% 11 BA 60 N Saxena, Vijay 8/13/15 Teacher—Gunn 80% 4 MA 30 N Schroeppel, Claudia 8/13/15 Teacher—Gunn 80% 5 MA 90 R Shen Lorenson, Rebecca * 8/13/15 Teacher—Briones

Terman 80% 20%

13 MA, MA 90 R

Skelton, Lynette 8/13/15 Teacher—Music Travel Team 20% 21 BA 90 R Taylor, Charles 8/13/15 Counselor—Palo Alto 100% 13 MA, MA 90 R Teuri, Ruth 8/13/15 Teacher/Special Education—Palo Alto 100% 6 MA 60 N Trockel, Eva 8/13/15 Teacher—Jordan 80% 4 MA 30 R Vatinka, Nina 8/13/15 Teacher—Palo Verde 100% 8 MA 45 N Walsh, Hart 8/13/15 Teacher—J. L. Stanford 60% 6 BA 60 R Yau, Lisa 8/13/15 Teacher—Palo Alto 20% 12 BA 45 R * Revision of 5/26/15 Personnel Action (increase FTE). Probationary 0 None Probationary I None Probationary II None

NAME EFF. DATE ASSIGNMENT TIME EXP. DEGREE STATUS Administrative Heise, Sheri 8/6/15 Psychologist—Escondido 100% 10 MA N Rohrbach, Charles 7/1/15 Dean—Terman 100% 10 MA N Wong, Iris 7/1/15 Dean—J. L. Stanford 100% 1 MA, MA N Other None

II. LEAVES

NAME PO SITIO N DURATIO N TYPE REASO N None

III. RESIGNATIONS ACCEPTED

NAME EFF. DATE ASSIGNMENT REASO N YRS. O F SERVICE Goddard, Eric 6/30/15 Director I—Human Resources Another Position 14 Yrs. Koepnick, Jennifer 6/5/15 Teacher—Fairmeadow To Study 5 Yrs. McCraley, Alice 6/5/15 Teacher—Gunn Leaving Area 15 Yrs. Solomon, Shira 6/5/15 Teacher/Special Education—Gunn Personal 1 Yr. Young, Charles 6/30/15 Associate Superintendent—Educational Services Another Position 4 Yrs.

IV. REDUCTION IN CONTRACT

NAME PRESENT FTE NEW FTE EFFECTIVE Gates, Martha Teacher/Ohlone—100% Teacher/Ohlone—80% 8/13/15 Johnson, Teri Teacher/Briones—80% Teacher/Briones—80% 8/13/15

(6/23/15) – 2 –

V. RELEASE OF TEMPORARY EMPLOYEES

NAME EFF. DATE ASSIGNMENT TIME REASO N None

VI. RELEASE OF PROBATIONARY EMPLOYEES

NAME EFF. DATE ASSIGNMENT TIME REASO N None

INFORMATION ITEMS: I. CHANGE OF STATUS

NAME PRESENT STATUS NEW STATUS EFF. DATE

Bransfield, Kathleen Permanent Teacher/Hays—80% Permanent Teacher/Hays—80% Temporary Teacher/Hays—20%

8/13/15

Cismas Florea, Cristina Teacher/Gunn—100% Teacher/Gunn—40% 8/13/15 Dauler, Denise Teacher/El Carmelo—100% Teacher/El Carmelo—90% 8/13/15 Fehrenbach, Darah Teacher/El Carmelo—100% Teacher/El Carmelo—10% 8/13/15 Flynn, Julie Probationary 1 Psychologist/Jordan—100% Probationary 2 Psychologist/Jordan—80% 8/6/15 Griffin, Julie Probationary 0 Teacher/Briones—80% Probationary 2 Teacher/Briones—80% 8/13/15 Hunter, Keith Permanent Teacher/Music Travel Team—80% Permanent Teacher/Music Travel Team—80%

Temporary Teacher/Gunn—20% 8/13/15

Kandell, Jacqueline Permanent Teacher/J. L. Stanford—80% Permanent Teacher/J. L. Stanford—80% Temporary Teacher/J. L. Stanford—20%

8/13/15

RECOMMENDATIONS: The Administration recommends approval of Certificated Personnel Action Items as presented.

(6/23/15) – 3 –

BOARD OF EDUCATION Attachment: Consent 3 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 Classified Personnel Items for the Meeting of: June 23, 2015 ACTION ITEMS:

I. APPOINTMENTS NAME EFF. DATE ASSIGNMENT TIME STATUS

Regular Rueda, Gabriela 7/1/15 Payroll-Benefits Technician—Human Resources 8 Hrs./Day N

NAME EFF. DATES ASSIGNMENT Short-Term Assignments

None

NAME EFF. DATE ASSIGNMENT Hourly

Dean, Christopher 6/1/15 Substitute Custodian—Various Sites Hernandez-Guerrero, José 5/28/15 Substitute Custodian—Various Sites Osoteo, Rudy 5/21/15 Substitute Custodian—Various Sites Phillips, Catherine 4/15/15 Classified Substitute—Various Sites Pitman, Rebecca 4/6/15 Classified Substitute—Various Sites

II. LEAVES NAME PO SITIO N DURATIO N REASO N

Landa, Veronika Bus Driver—Transportation 8/11/15 – 3/31/16 Family/Medical

III. TERMINATIONS NAME EFF. DATE ASSIGNMENT REASO N YRS. O F SERVICE

Burkett, Lindsey 5/25/15 Instructional Aide GE—Duveneck To Study 1 Yr., 7 Mos. Cheng, Baldwin 6/4/15 Instructional Aide GE—Ohlone Another Position 8 Mos. Chui, Linda 6/4/15 Student Attendant/Special Education—El Carmelo Another Position 7 Mos. Dowlin, Sarah 6/4/15 Instructional Aide SpEd—Gunn Leaving Area 15 Yrs. Keating, Brian 6/4/15 Student Attendant/Special Education—Jordan To Study 8 Mos. Pelesasa, Matthias 6/4/15 Student Attendant/Special Education—Children’s

Hospital Another Position 1 Yr.

Pickering, Judith 6/11/15 Elementary School Clerk—Escondido Retirement 19 Yrs. Vinoukkun, Chandara 8/31/15 Landscape Person III—Landscaping Retirement 34 Yrs., 5 Mos. RECOMMENDATIONS: The Administration recommends approval of Classified Personnel Action Items as presented. INFORMATION ITEMS:

I. CHANGE OF STATUS NAME EFF. DATE STATUS ASSIGNMENT

Alper, Lisa 8/17/15 From: To:

Food Services Assistant I/J. L. Stanford—3 Hrs./Day Food Services Assistant I/J. L. Stanford—4 Hrs./Day

Bulan, John 8/1/15 From: To:

Computer Support Specialist I/Gunn—8 Hrs./Day Computer Support Specialist II/Gunn—8 Hrs./Day

Da Silva, Ghislene 6/1/15 From: To:

Secretary II/Student Services—6 Hrs./Day Secretary II/Student Services—8 Hrs./Day

Lopez, Daisy 8/17/15 From: To:

Food Services Assistant I/Terman—3.5 Hrs./Day Food Services Assistant II/J. L. Stanford—5 Hrs./Day

Padilla, Ignacio 7/1/15 From: To:

Classified Manager I—Education & Information Technology Classified Manager II—Education & Information Technology

(6/23/15) 1

NAME EFF. DATE STATUS ASSIGNMENT Rodriguez, María 7/1/15 From:

To: Secretary-Elementary School/Barron Park—8 Hrs./Day Secretary II/Maintenance & Operations—8 Hrs./Day

(6/23/15) 2

BOARD OF EDUCATION Attachment: Consent 4 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Cathy Mak, Chief Business Officer SUBJECT: Approval of Warrants STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION It is recommended the Board of Education approve the warrant lists as presented. BACKGROUND The May 2015 warrants list has been provided to the Board for review and approval prior to this meeting. Warrant lists are available for public review in Business Services and our website at http://pausd.org/community/board/mtgs_materials/index.shtml A quarterly warrant list, in excel format, is available by request by emailing budget@pausd.org.

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 0 May Warrants 05/01/2015 - 05/31/2015 Report title: May Warrants With account detail: N Date issued range: 05/01/2015 - 05/31/2015 Warrant number range: - Sort by: Warrant #

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 1 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 <81068992> Canceled 05/14/2015 PARTH GANDHI PO224998 NEUROPSYCHOLOGICAL TESTING < > Sub total: < 3,500.00 > 81 <81069220> Canceled 05/14/2015 LA PLACE, PIER ANGELI PV501085 CLASSROOM/OFFICE SUPPLIES < > Sub total: < 66.59 > 81 <81069345> Canceled 05/14/2015 MODICA, DIANA PV501139 CLASSROOM/OFFICE SUPPLIES < > PV501139 CLASSROOM/OFFICE SUPPLIES < > PV501139 CLASSROOM/OFFICE SUPPLIES < > PV501139 ACCTS PAYABLE-USE TAX < > Sub total: < 92.45 > 81 <81071588> Canceled 05/06/2015 LIANG, CURTIS PV502263 CLASSROOM/OFFICE SUPPLIES < > Sub total: < 1,002.80 > 81 <81073088> Canceled 05/19/2015 TENNIS TOWN AND COUNTRY PV502979 CLASSROOM/OFFICE SUPPLIES < > Sub total: < 318.30 > 81 <81073167> Canceled 05/01/2015 BRIGGS, DON PV503026 CLASSROOM/OFFICE SUPPLIES < > Sub total: < 325.13 > 81 <81073794> Canceled 05/21/2015 FRIENDS OF SUTTER'S FORT PO225544 FIELD TRIP SUTTER'S FORT < > Sub total: < 120.00 > 81 <81074761> Canceled 05/04/2015 VIKING SEWING GALLERY PO225810 EMBROIDERY SEWING MACHINE < > Sub total: < 2,590.92 > 81 <81074892> Canceled 05/20/2015 TENNIS TOWN AND COUNTRY PO225983 Jerseys & Crews < > Sub total: < 971.47 > 81 <81075043> Canceled 05/11/2015 PALO ALTO HARDWARE PO150347 Misc Supplies (NO EQUIP) < > PO150347 Misc Supplies (NO EQUIP) < > PO150347 Misc Supplies (NO EQUIP) < > Sub total: < 199.48 > 81 <81075116> Canceled 05/13/2015 CINEMARK USA CENTURY MT. VIEW PO226037 TOMORROWLAND SCREENING < > PO226037 TOMORROWLAND SCREENING < > Sub total: < 3,377.50 > 81 <81075264> Canceled 05/22/2015 AT&T MOBILITY PV504063 TELEPHONE < > Sub total: < 187.72 >

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 2 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 <81075548> Canceled 05/27/2015 IBM PO653271 IBM SPSS STAT LICENSE/SUBSCRIP < > Sub total: < 16,880.20 > 81 81075655 05/01/2015 ACKNOWLEDGE ALLIANCE PO150132 SCHOOL BASED COUNSELING PO150132 SCHOOL BASED COUNSELING Sub total: 53,000.00 81 81075656 05/01/2015 APPLE COMPUTER INC PO150599 Supplies PO150599 Supplies PO653294 MACBOOK AIR Sub total: 178.93 81 81075657 05/01/2015 BARNES HAZMAT INC. PO150049 HAZARDOUS WASTE PICK UP Sub total: 765.00 81 81075658 05/01/2015 CALIFORNIA SPORT DESIGN PO226050 PE SHIRTS Sub total: 636.19 81 81075659 05/01/2015 CAROLINA BIOLOGICAL SUPPLY CO PO225472 SCIENCE SUPPLIES Sub total: 156.80 81 81075660 05/01/2015 CDW GOVERNMENT INC PO653310 VERTICAL MOUSE/KEYBOARD Sub total: 105.22 81 81075661 05/01/2015 COMMUNICAID INC PO150807 Translation PO150807 Translation Sub total: 2,383.02 81 81075662 05/01/2015 CORWIN PO226063 IDENTITY SAFE CLASSROOMS Sub total: 1,389.83 81 81075663 05/01/2015 COUSIN'S VIDEO INC PO225831 CALIFONE STEREO HEADSET PO225831 CALIFONE STEREO HEADSET PO225831 CALIFONE STEREO HEADSET Sub total: 303.04 81 81075664 05/01/2015 FOLGER GRAPHICS INC PO226108 Publication production Sub total: 2,903.63 81 81075665 05/01/2015 FOLLETT SCHOOL SOLUTIONS PO225937 ROMEO & JULIET Sub total: 191.40

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 3 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075666 05/01/2015 HILLYARD / SAN FRANCISCO PO150731 Custodial Chemicals & Supplies Sub total: 1,445.29 81 81075667 05/01/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES Sub total: 113.16 81 81075668 05/01/2015 IINTERPRET INC PO150268 TRANSLATION SERVICES PO150268 TRANSLATION SERVICES Sub total: 576.80 81 81075669 05/01/2015 KELLY PAPER PO150417 Copy Paper Sub total: 682.69 81 81075670 05/01/2015 ALTHOUSE, GRANT PV504279 CLASSROOM/OFFICE SUPPLIES Sub total: 205.60 81 81075671 05/01/2015 BELL, CHRIS PV504261 CLASSROOM/OFFICE SUPPLIES PV504261 CLASSROOM/OFFICE SUPPLIES PV504261 CLASSROOM/OFFICE SUPPLIES PV504261 ACCTS PAYABLE-USE TAX Sub total: 137.99 81 81075672 05/01/2015 BERGHOUT, NOEL PV504268 CLASSROOM/OFFICE SUPPLIES PV504268 CLASSROOM/OFFICE SUPPLIES PV504268 CLASSROOM/OFFICE SUPPLIES Sub total: 164.98 81 81075673 05/01/2015 BILLIN, MARGARET PV504269 CLASSROOM/OFFICE SUPPLIES PV504269 CLASSROOM/OFFICE SUPPLIES PV504269 CLASSROOM/OFFICE SUPPLIES PV504269 ACCTS PAYABLE-USE TAX Sub total: 106.70 81 81075674 05/01/2015 BLY, CAROL PV504251 CLASSROOM/OFFICE SUPPLIES PV504251 CONTRACTED SERVICES Sub total: 129.50 81 81075675 05/01/2015 BOOTH, BRAD PV504282 CLASSROOM/OFFICE SUPPLIES PV504282 CLASSROOM/OFFICE SUPPLIES PV504282 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 4 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504282 ACCTS PAYABLE-USE TAX Sub total: 1,868.06 81 81075676 05/01/2015 BOUDREAUX, VIVIAN PV504253 CLASSROOM/OFFICE SUPPLIES Sub total: 318.90 81 81075677 05/01/2015 CARLISLE, ANDREA PV504254 CLASSROOM/OFFICE SUPPLIES Sub total: 169.88 81 81075678 05/01/2015 CITY OF PALO ALTO UTILITIES PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities Sub total: 19,384.43 81 81075679 05/01/2015 COMPTON, STEPHANIE PV504266 CLASSROOM/OFFICE SUPPLIES Sub total: 428.49 81 81075680 05/01/2015 CURRY, ERIN PV504255 CLASSROOM/OFFICE SUPPLIES Sub total: 86.91 81 81075681 05/01/2015 DAEHLER, KIRSTEN PV504267 CLASSROOM/OFFICE SUPPLIES PV504267 CLASSROOM/OFFICE SUPPLIES Sub total: 210.93 81 81075682 05/01/2015 DAPPEN, PAMELA PV504273 PROFESSIONAL DEVELOPMENT Sub total: 556.52 81 81075683 05/01/2015 DESTEFANO, ANNETTE PV504252 CLASSROOM/OFFICE SUPPLIES Sub total: 302.91

5

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 5 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075684 05/01/2015 FENG, WEI PV504277 CONTRACTED SERVICES Sub total: 200.00 81 81075685 05/01/2015 GRANLUND-MOYER, KRISTINA PV504263 CLASSROOM/OFFICE SUPPLIES Sub total: 392.70 81 81075686 05/01/2015 GRIERSON, CHRIS PV504280 CLASSROOM/OFFICE SUPPLIES Sub total: 42.00 81 81075687 05/01/2015 HEALTH AND PE COLLABORATIVE PV504288 CONTRACTED SERVICES Sub total: 1,000.00 81 81075688 05/01/2015 HENARD, RUTA PV504257 CLASSROOM/OFFICE SUPPLIES Sub total: 164.80 81 81075689 05/01/2015 HEXSEL, JESSICA KALKA PV504285 PROFESSIONAL DEVELOPMENT Sub total: 1,096.04 81 81075690 05/01/2015 HOSHIWARA, DAVID PV504287 CLASSROOM/OFFICE SUPPLIES PV504287 PROFESSIONAL DEVELOPMENT Sub total: 248.02 81 81075691 05/01/2015 HSIUNG, CHIEN-HSI PV504278 CLASSROOM/OFFICE SUPPLIES Sub total: 74.34 81 81075692 05/01/2015 JONES, CAROLYN PV504271 PROFESSIONAL DEVELOPMENT Sub total: 253.80 81 81075693 05/01/2015 KIGER, JALYNN PV504276 CLASSROOM/OFFICE SUPPLIES PV504276 CLASSROOM/OFFICE SUPPLIES PV504276 ACCTS PAYABLE-USE TAX Sub total: 94.40 81 81075694 05/01/2015 LAURENCE, TUCKER PV504274 MEDICAL INSURANCE Sub total: 213.70 81 81075695 05/01/2015 NOSEK, CHRISTINA PV504272 PROFESSIONAL DEVELOPMENT Sub total: 825.00

6

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 6 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075696 05/01/2015 O'NEILL, SUSIE PV504270 CLASSROOM/OFFICE SUPPLIES Sub total: 195.86 81 81075697 05/01/2015 PALO ALTO POLICE DEPARTMENT PV504264 OTHER PERMITS/FEES Sub total: 216.00 81 81075698 05/01/2015 PERRY, VICKIE PV504256 CLASSROOM/OFFICE SUPPLIES Sub total: 163.66 81 81075699 05/01/2015 PG AND E PO150054 Escondido & Nixon Utilities PO150054 Escondido & Nixon Utilities Sub total: 3,442.48 81 81075700 05/01/2015 QUISTAD, KELLY PV504284 PROFESSIONAL DEVELOPMENT Sub total: 1,352.40 81 81075701 05/01/2015 RENAZCO, DAISY PV504260 CLASSROOM/OFFICE SUPPLIES Sub total: 110.45 81 81075702 05/01/2015 SAUSSOTTE, ELAINE PV504250 CLASSROOM/OFFICE SUPPLIES Sub total: 111.65 81 81075703 05/01/2015 SCARBOROUGH, CHRIS PV504262 CLASSROOM/OFFICE SUPPLIES Sub total: 73.21 81 81075704 05/01/2015 SCHMIDT, LISA PV504249 CLASSROOM/OFFICE SUPPLIES Sub total: 626.00 81 81075705 05/01/2015 SCHOOL SPECIALTY INC PV504265 CLASSROOM/OFFICE SUPPLIES Sub total: 97.96 81 81075706 05/01/2015 STAUFFER, MEGAN PV504286 PROFESSIONAL DEVELOPMENT Sub total: 1,053.96 81 81075707 05/01/2015 THOMAS, MICHELLE PV504275 CLASSROOM/OFFICE SUPPLIES PV504275 CLASSROOM/OFFICE SUPPLIES PV504275 CONTRACTED SERVICES Sub total: 148.03

7

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 7 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075708 05/01/2015 TRAN, AMANDA PV504259 CLASSROOM/OFFICE SUPPLIES Sub total: 118.09 81 81075709 05/01/2015 TRILLING, HEIDI PV504281 CLASSROOM/OFFICE SUPPLIES Sub total: 1,077.28 81 81075710 05/01/2015 WATSON, PAULA PV504283 CLASSROOM/OFFICE SUPPLIES Sub total: 205.71 81 81075711 05/01/2015 WESTFRESH CATERING PV504258 CONTRACTED SERVICES Sub total: 382.88 81 81075712 05/01/2015 HAROLD BROWN PO116675 clock speaker installation Sub total: 10,000.00 81 81075713 05/01/2015 WONG, JEFFREY PO116634 shed drawing Sub total: 1,000.00 81 81075714 05/01/2015 LIN, RONGHWA PO225562 REIMBURSE PER MEDIATED AGREEMN Sub total: 15,900.00 81 81075715 05/01/2015 PENINSULA ASSOCIATES PO150128 AAC SERVICES PO150128 AAC SERVICES PO150128 AAC SERVICES PO150128 AAC SERVICES Sub total: 22,713.00 81 81075716 05/01/2015 PEREZ, KAREN PO150269 Behavior Services Sub total: 1,515.25 81 81075717 05/01/2015 STANBRIDGE ACADEMY PO150370 TUITION PO150370 TUITION PO150371 TUITION PO150371 TUITION PO150374 TUITION PO150374 TUITION PO150372 TUITON PO150372 TUITON Sub total: 26,640.00 81 81075718 05/01/2015 YANNACONE, CONSTANCE PO150712 AUDIOLOGIST

8

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 8 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150712 AUDIOLOGIST Sub total: 5,280.00 81 81075719 05/01/2015 MAXIM STAFFING SOLUTIONS PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE PO150168 NURSE Sub total: 5,480.51 81 81075720 05/01/2015 MERIDIAN ID PO225999 JAGUAR LANYRDS/PENS/CINCH SAKS Sub total: 2,109.67 81 81075721 05/01/2015 MW PLUMBING INC PO150758 Plumbing & Drain Service PO150758 Plumbing & Drain Service Sub total: 6,464.56 81 81075722 05/01/2015 MY LEARNING PLAN INC PO226046 SUBSCRIPTION FEE Sub total: 18,145.00 81 81075723 05/01/2015 NATIONAL AQUATIC SERVICES INC PO226125 INSTALL PULSAR SYSTM POOL Sub total: 1,350.00 81 81075724 05/01/2015 NOKES, ERIN PO150178 EDUCATIONAL AUDIOLOGIST Sub total: 3,525.00 81 81075725 05/01/2015 OFFICE DEPOT PO150714 Office Supplies Sub total: 61.12 81 81075726 05/01/2015 PEARSON PO226124 REGISTRATN ATI SUMMER CONFNCE Sub total: 8,910.00 81 81075727 05/01/2015 PHONAK PO150809 Equipment Repair Sub total: 157.39

9

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 9 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075728 05/01/2015 POMS LANDSCAPING INC PO226083 CONVERSION TO DRIP IRRIGATION Sub total: 894.57 81 81075729 05/01/2015 RK & ASSOCIATES INC PO226082 BROKEN UNDRGND MAIN REPAIR Sub total: 7,932.47 81 81075730 05/01/2015 Shred-It USA LLC PO150587 Shredding Services PO150587 Shredding Services PO150587 Shredding Services PO150587 Shredding Services PO150587 Shredding Services PO150587 Shredding Services PO150587 Shredding Services Sub total: 481.73 81 81075731 05/01/2015 SoLED Energy, Inc PO226057 WAREHOUSE LIGHTING Sub total: 3,907.91 81 81075732 05/01/2015 TROXELL COMMUNICATIONS INC PO653292 OPTOMA PROJECTOR Sub total: 918.96 81 81075733 05/01/2015 UNITED REFRIGERATION INC PO150278 HVAC Supplies PO150278 HVAC Supplies Sub total: 427.41 81 81075734 05/01/2015 WELLS FARGO FINANCIAL LEASING PO150412 SHARP COPIER LEASE PO150408 SHARP COPIER LEASE PO150416 SHARP COPIER LEASE Sub total: 6,678.11 81 81075735 05/01/2015 WEST COAST BAND AND ORCHESTRA PO225719 GUITAR AMP/INSTRUMENT SUPPLIES PO225719 GUITAR AMP/INSTRUMENT SUPPLIES Sub total: 2,148.84 81 81075736 05/01/2015 WOODCRAFT PO225807 JOINTER Sub total: 2,179.99 81 81075737 05/05/2015 AMERICAN FOUNDATION FOR PO226136 HONORARIUM PAYMENT Sub total: 1,000.00 81 81075738 05/05/2015 APPLE COMPUTER INC PO653294 MACBOOK AIR Sub total: 1,306.91

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 10 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075739 05/05/2015 BADAWI, CHERINE PO225775 Facilitation Services PO225775 Facilitation Services Sub total: 3,400.00 81 81075740 05/05/2015 BRETFORD INC PO653303 COMBO LOCK Sub total: 41.84 81 81075741 05/05/2015 BUCKLES SMITH ELECTRIC DISTRIB PO150858 ELECTRICAL SUPPLIES PO150858 ELECTRICAL SUPPLIES Sub total: 653.88 81 81075742 05/05/2015 CA FBLA PO226134 HOTEL FOR FBLA CLUB Sub total: 3,858.66 81 81075743 05/05/2015 CASSY PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING PO150594 SCHOOL BASED COUNSELING Sub total: 22,450.00 81 81075744 05/05/2015 CDW GOVERNMENT INC PO653308 ROLLERMOUSE/KEYBOARD PO653308 ROLLERMOUSE/KEYBOARD PO653310 VERTICAL MOUSE/KEYBOARD Sub total: 456.66 81 81075745 05/05/2015 CENERGISTIC INC PO150744 ENERGY EDUCATION PROGRAM Sub total: 25,400.00 81 81075746 05/05/2015 CLASS TECH/ JOE TRAMPENAU PO150336 SERVICE SMART BOARDS/PROJECTOR Sub total: 1,103.73 81 81075747 05/05/2015 CSM CONSULTING INC PO150969 PREP OF DOC, FORMS, APPLICATNS Sub total: 3,950.00 81 81075748 05/05/2015 DAVIS PUBLICATIONS INC PO226030 MIDDLE SCHOOL TEXTBOOKS Sub total: 236.14

11

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 11 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075749 05/05/2015 DE LAGE LANDEN FINANCIAL SVC PO150393 Konica Rental Sub total: 96.79 81 81075750 05/05/2015 DUNN-EDWARDS CORPORATION PO150309 Paint & Supplies Sub total: 226.01 81 81075751 05/05/2015 EWING IRRIGATION PO150182 Irrigation Supplies PO150182 Irrigation Supplies Sub total: 366.31 81 81075752 05/05/2015 FLINN SCIENTIFIC INC PO226028 chemicals Sub total: 176.36 81 81075753 05/05/2015 FOLLETT SCHOOL SOLUTIONS PO150623 Library Books Sub total: 362.78 81 81075754 05/05/2015 FRICKE-PARKS PRESS PO150032 PRINTING, PUBLICATIONS Sub total: 1,917.00 81 81075755 05/05/2015 GENERAL HARDWARE AND SUPPLY IN PO150315 Maintenance Supplies PO150315 Maintenance Supplies Sub total: 30.68 81 81075756 05/05/2015 GRAINGER PO150203 Misc Custodial Supplies PO150382 Misc Supplies PO150382 Misc Supplies PO150382 Misc Supplies PO150382 Misc Supplies PO150382 Misc Supplies Sub total: 483.56 81 81075757 05/05/2015 GRAYBAR ELECTRIC COMPANY INC PO653293 PROLABS Sub total: 1,087.50 81 81075758 05/05/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES Sub total: 227.33 81 81075759 05/05/2015 HORIZON AUTOMATIC RAIN PO150289 SPRINKLER AND GROUNDS SUPPLIES PO150289 SPRINKLER AND GROUNDS SUPPLIES Sub total: 268.07

12

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 12 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075760 05/05/2015 JC PAPER -DEPT 34781 PO150686 Custodial Supplies Sub total: 104.24 81 81075761 05/05/2015 JW PEPPER & SON INC PO150220 SHEET MUSIC AND SUPPLIES PO150220 SHEET MUSIC AND SUPPLIES PO150220 SHEET MUSIC AND SUPPLIES PO150158 INSTRUCTIONAL MATERIALS Sub total: 159.70 81 81075762 05/05/2015 KEEBLE AND SHUCHAT PO150159 Instr Materials & Supplies PO150635 Misc Supplies & Services PO150635 Misc Supplies & Services Sub total: 407.73 81 81075763 05/05/2015 KELLY PAPER PO150699 Paper Supplies PO150894 Copy Paper Sub total: 464.32 81 81075764 05/05/2015 AMES, KATHRYN PV504311 CLASSROOM/OFFICE SUPPLIES Sub total: 221.85 81 81075765 05/05/2015 ASMAEIL, FRANCO PV504299 CLASSROOM/OFFICE SUPPLIES Sub total: 25.27 81 81075766 05/05/2015 BERGHOUT, FRED PV504316 CLASSROOM/OFFICE SUPPLIES PV504316 CLASSROOM/OFFICE SUPPLIES PV504316 CONTRACTED SERVICES Sub total: 334.76 81 81075767 05/05/2015 BERKSON, JERRY PV504290 CLASSROOM/OFFICE SUPPLIES Sub total: 678.99 81 81075768 05/05/2015 BROLIN, CAROL PV504306 ADULT EDUCATION FEES Sub total: 50.00 81 81075769 05/05/2015 CITY OF PALO ALTO PV504323 OTHER PERMITS/FEES PV504323 OTHER PERMITS/FEES PV504323 OTHER PERMITS/FEES PV504323 OTHER PERMITS/FEES PV504323 OTHER PERMITS/FEES

13

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 13 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504323 OTHER PERMITS/FEES Sub total: 516.00 81 81075770 05/05/2015 CITY OF PALO ALTO PV504302 CONTRACTED SERVICES Sub total: 450.00 81 81075771 05/05/2015 COLLEGE BOUND SRS REPORTS PV504324 CLASSROOM/OFFICE SUPPLIES Sub total: 420.00 81 81075772 05/05/2015 DARBY, ELIZABETH PV504317 CLASSROOM/OFFICE SUPPLIES PV504317 CLASSROOM/OFFICE SUPPLIES PV504317 CLASSROOM/OFFICE SUPPLIES PV504317 ACCTS PAYABLE-USE TAX Sub total: 186.17 81 81075773 05/05/2015 DEMCO INC PV504296 CLASSROOM/OFFICE SUPPLIES Sub total: 6.19 81 81075774 05/05/2015 DESTEFANO, ANNETTE PV504301 CLASSROOM/OFFICE SUPPLIES Sub total: 81.59 81 81075775 05/05/2015 EDWARDS, YANNETTE PV504309 CLASSROOM/OFFICE SUPPLIES Sub total: 120.00 81 81075776 05/05/2015 ENOS, CATHERINE PV504297 CLASSROOM/OFFICE SUPPLIES PV504297 CLASSROOM/OFFICE SUPPLIES PV504297 CLASSROOM/OFFICE SUPPLIES PV504297 ACCTS PAYABLE-USE TAX Sub total: 998.91 81 81075777 05/05/2015 GOPHER SPORTS EQUIPMENT PV504300 CLASSROOM/OFFICE SUPPLIES Sub total: 190.54 81 81075778 05/05/2015 INGRAHAM TROPHIES & GIFTS PV504291 CLASSROOM/OFFICE SUPPLIES Sub total: 31.08 81 81075779 05/05/2015 KENT, ZAIDA PV504307 CLASSROOM/OFFICE SUPPLIES Sub total: 165.00 81 81075780 05/05/2015 KLECKNER, JENNIFER PV504292 CLASSROOM/OFFICE SUPPLIES Sub total: 48.05

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 14 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075781 05/05/2015 LUCKE, HOLLY PV504315 CLASSROOM/OFFICE SUPPLIES Sub total: 76.18 81 81075782 05/05/2015 MAK, CATHY PV504321 CONTRACTED SERVICES Sub total: 33.00 81 81075783 05/05/2015 MIAO, JIANHUI PV504305 ADULT EDUCATION FEES Sub total: 418.00 81 81075784 05/05/2015 MILLER, CAROL PV504303 CLASSROOM/OFFICE SUPPLIES PV504303 CLASSROOM/OFFICE SUPPLIES PV504303 CLASSROOM/OFFICE SUPPLIES PV504303 ACCTS PAYABLE-USE TAX Sub total: 688.46 81 81075785 05/05/2015 OWEN, CHRISTINA PV504293 CLASSROOM/OFFICE SUPPLIES PV504295 CLASSROOM/OFFICE SUPPLIES PV504295 CLASSROOM/OFFICE SUPPLIES PV504295 CLASSROOM/OFFICE SUPPLIES PV504295 ACCTS PAYABLE-USE TAX Sub total: 1,035.98 81 81075786 05/05/2015 P.I.P.S PV504289 WORKERS COMPENSATION Sub total: 233,785.83 81 81075787 05/05/2015 PALO ALTO PTA COUNCIL PV504322 CONTRACTED SERVICES Sub total: 40.00 81 81075788 05/05/2015 PIERCE, SARAH PV504298 CONTRACTED SERVICES Sub total: 500.00 81 81075789 05/05/2015 SAXENA, JULIE PV504310 CLASSROOM/OFFICE SUPPLIES Sub total: 71.14 81 81075790 05/05/2015 SHIUE, LINDA PV504308 CLASSROOM/OFFICE SUPPLIES Sub total: 165.00 81 81075791 05/05/2015 WALSH, DARIA PV504320 CLASSROOM/OFFICE SUPPLIES Sub total: 102.88

15

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 15 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075792 05/05/2015 WANG, CANDACE PV504294 CLASSROOM/OFFICE SUPPLIES Sub total: 295.53 81 81075793 05/05/2015 WESTFRESH CATERING PV504304 CONTRACTED SERVICES Sub total: 522.16 81 81075794 05/05/2015 DELL COMPUTERS PO890331 dell chromebook Sub total: 2,500.00 81 81075795 05/05/2015 DGS PV504313 SCH FACILITIES APPORTIONMTS Sub total: 18,929.00 81 81075796 05/05/2015 DLM ARCHITECTURE PO115084 ARCHITECTURAL SVC PO115084 ARCHITECTURAL SVC PO115084 ARCHITECTURAL SVC PO115086 ARCHITECTURAL SVC PO116645 architectural cost PO116645 architectural cost Sub total: 128,104.60 81 81075797 05/05/2015 FIRST BANKCARD CENTER PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES

16

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 16 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 NON-CAP EQUIPMENT PV504318 RENTALS, LEASES, & REPAIRS PV504318 CONTRACTED SERVICES PV504318 ACCTS PAYABLE-USE TAX PV504318 ACCTS PAYABLE-USE TAX PV504318 ACCTS PAYABLE-USE TAX PV504318 ACCTS PAYABLE-USE TAX PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 EMERGENCY PREPAREDNESS PV504318 RECRUITMENT PV504318 RENTALS, LEASES, & REPAIRS PV504318 CONTRACTED SERVICES PV504318 ACCTS PAYABLE-USE TAX PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 ACCTS PAYABLE-USE TAX PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 CLASSROOM/OFFICE SUPPLIES PV504318 ACCTS PAYABLE-USE TAX Sub total: 59,629.37 81 81075798 05/05/2015 DGS PV504314 SCH FACILITIES APPORTIONMTS Sub total: 65,648.00 81 81075799 05/05/2015 FOOTHILL COLLEGE PV504312 RENTALS, LEASES, & REPAIRS Sub total: 50.00

17

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 17 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075800 05/05/2015 DR SCOTT POLAND PO226139 FEE SUICIDE TALK PANEL Sub total: 1,000.00 81 81075801 05/05/2015 MAKERBOT PO653298 3D PRINTER Sub total: 2,303.41 81 81075802 05/05/2015 METRO MOBILE COMMUNICATIONS PO151019 EMERGENCY RADIOS PO151019 EMERGENCY RADIOS PO150988 REPEATER SERVICE/GPS Sub total: 1,052.65 81 81075803 05/05/2015 METROMOBILE COMMUNICATIONS PO151018 EMERGENCY RADIO/GPS Sub total: 1,323.05 81 81075804 05/05/2015 MOORE-GUERRA, LISSETTE PO150755 CONSULTANT AT GUNN Sub total: 1,025.00 81 81075805 05/05/2015 MOUNTAIN VIEW LOS ALTOS UNION PO226138 BTSA COSTS Sub total: 4,512.10 81 81075806 05/05/2015 NATIONAL EQUITY PROJECT PO226135 Conf Sub total: 2,400.00 81 81075807 05/05/2015 NATURE BRIDGE PO226129 DEPOSIT FOR YOSEMITE FIELD TRI Sub total: 3,529.50 81 81075808 05/05/2015 O'REILLY AUTO PARTS INC PO150671 Auto Parts PO150671 Auto Parts Sub total: 33.68 81 81075809 05/05/2015 REMEDIA PUBLICATIONS INC PO226020 Instructional Material PO226020 Instructional Material PO226020 Instructional Material Sub total: 234.98 81 81075810 05/05/2015 RICHARD P CARR PHYSICAL THERAP PO150675 Ergonomic Services Sub total: 2,405.00 81 81075811 05/05/2015 ROYAL COACH TOURS PO226048 BUS TRANSPORT COLLEGE TOUR Sub total: 1,223.00

18

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 18 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075812 05/05/2015 SACRAMENTO COUNTY OFFICE OF ED PO225764 CELDT AdminTrainer's Kit Sub total: 1,008.51 81 81075813 05/05/2015 SCHOLASTIC PO225933 GUIDED READING Sub total: 53.33 81 81075814 05/05/2015 STEVE SWAN STRING BASS PO225714 DELUXE LAMINATED BASS Sub total: 1,971.00 81 81075815 05/05/2015 TROXELL COMMUNICATIONS INC PO226035 Headsets for testing Sub total: 346.93 81 81075816 05/05/2015 VIKING SEWING GALLERY PV504319 NON-CAP EQUIPMENT Sub total: 2,590.92 81 81075817 05/05/2015 VOCABULARY/SPELLING CITY.COM PO226036 Vocab andy Spell Subscription Sub total: 874.00 81 81075818 05/05/2015 WOODCRAFT PO150232 Woodworking Supplies Sub total: 337.73 81 81075819 05/07/2015 ACSA PV504329 DUES Sub total: 1,964.66 81 81075820 05/07/2015 ADA'S CAFE PV504387 CONTRACTED SERVICES PV504387 CONTRACTED SERVICES Sub total: 1,440.94 81 81075821 05/07/2015 ALTHOUSE, GRANT PV504385 CLASSROOM/OFFICE SUPPLIES Sub total: 95.91 81 81075822 05/07/2015 AMERICAN FAMILY LIFE ASSURANCE PV504365 MEDICAL INSURANCE Sub total: 124.20 81 81075823 05/07/2015 BLUE SHIELD OF CALIFORNIA PV504332 MEDICAL INSURANCE PV504332 VOLUNTARY DEDUCTIONS Sub total: 1,000,479.50 81 81075824 05/07/2015 CA ASSC SCH PSYCH AND PSYCH PV504364 DUES Sub total: 15.50

19

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 19 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075825 05/07/2015 CA SCHOOLS DENTAL COALITION PV504333 CONTRACTED SERVICES Sub total: 143,673.00 81 81075826 05/07/2015 CALIFORNIA VISION SERV.PLAN PV504334 VISION INSURANCE PV504334 VOLUNTARY DEDUCTIONS Sub total: 23,021.16 81 81075827 05/07/2015 CERNOBORI, SANDRA PV504375 PROFESSIONAL DEVELOPMENT Sub total: 360.00 81 81075828 05/07/2015 CHANG, EILEEN PV504350 CLASSROOM/OFFICE SUPPLIES PV504350 CLASSROOM/OFFICE SUPPLIES PV504350 CLASSROOM/OFFICE SUPPLIES PV504350 CLASSROOM/OFFICE SUPPLIES PV504350 CLASSROOM/OFFICE SUPPLIES PV504350 CLASSROOM/OFFICE SUPPLIES PV504350 ACCTS PAYABLE-USE TAX PV504350 ACCTS PAYABLE-USE TAX Sub total: 817.11 81 81075829 05/07/2015 CITY OF PALO ALTO UTILITIES PO150013 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150015 Palo Alto Utilities Sub total: 46,599.93 81 81075830 05/07/2015 CLIFTON, GREG PV504376 PROFESSIONAL DEVELOPMENT Sub total: 220.00 81 81075831 05/07/2015 COMMUNITY HEALTH CHARITIES PV504363 VOLUNTARY DEDUCTIONS Sub total: 46.00 81 81075832 05/07/2015 COPY FACTORY PV504325 CONTRACTED SERVICES Sub total: 1,859.63

20

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 20 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075833 05/07/2015 CORELIS, STEVEN PV504345 CONTRACTED SERVICES Sub total: 350.00 81 81075834 05/07/2015 CORNETT, PATRICIA PV504348 CLASSROOM/OFFICE SUPPLIES Sub total: 107.75 81 81075835 05/07/2015 COSTA, NATALIE PV504367 CLASSROOM/OFFICE SUPPLIES PV504367 CLASSROOM/OFFICE SUPPLIES PV504367 CLASSROOM/OFFICE SUPPLIES PV504367 ACCTS PAYABLE-USE TAX Sub total: 315.00 81 81075836 05/07/2015 DELTA DENTAL PV504336 VOLUNTARY DEDUCTIONS Sub total: 14,346.26 81 81075837 05/07/2015 FITTORIA, MAGDALENA PV504382 PROFESSIONAL DEVELOPMENT Sub total: 1,522.90 81 81075838 05/07/2015 FORD, JENNIFER PV504359 CLASSROOM/OFFICE SUPPLIES PV504359 CLASSROOM/OFFICE SUPPLIES PV504359 CLASSROOM/OFFICE SUPPLIES PV504359 ACCTS PAYABLE-USE TAX Sub total: 247.92 81 81075839 05/07/2015 FORSSELL, KARIN PV504368 CLASSROOM/OFFICE SUPPLIES Sub total: 210.98 81 81075840 05/07/2015 GERFEN, ANNE PV504373 PROFESSIONAL DEVELOPMENT Sub total: 729.00 81 81075841 05/07/2015 GODDARD, TERRI PV504355 CLASSROOM/OFFICE SUPPLIES Sub total: 110.44 81 81075842 05/07/2015 HERMANDINGER, ALEJANDRA PV504343 CLASSROOM/OFFICE SUPPLIES PV504343 CLASSROOM/OFFICE SUPPLIES PV504343 CLASSROOM/OFFICE SUPPLIES PV504343 ACCTS PAYABLE-USE TAX Sub total: 56.45 81 81075843 05/07/2015 HOBEN, GAIL PV504352 CONTRACTED SERVICES Sub total: 160.00

21

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 21 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075844 05/07/2015 HOSHIWARA, DAVID PV504384 CLASSROOM/OFFICE SUPPLIES PV504384 MILEAGE/PERSONAL EXP REIMB PV504384 MILEAGE/PERSONAL EXP REIMB Sub total: 512.13 81 81075845 05/07/2015 KANDELL, JACQUI PV504369 CLASSROOM/OFFICE SUPPLIES PV504369 CLASSROOM/OFFICE SUPPLIES PV504369 CLASSROOM/OFFICE SUPPLIES PV504369 CLASSROOM/OFFICE SUPPLIES PV504369 CLASSROOM/OFFICE SUPPLIES PV504369 CLASSROOM/OFFICE SUPPLIES PV504369 ACCTS PAYABLE-USE TAX PV504369 ACCTS PAYABLE-USE TAX Sub total: 341.82 81 81075846 05/07/2015 KEARNEY, ANNA PV504383 PROFESSIONAL DEVELOPMENT Sub total: 1,446.12 81 81075847 05/07/2015 KEENAN & ASSOCIATES PO150052 LOSS REPLENISHMENT Sub total: 64,829.18 81 81075848 05/07/2015 KEENAN AND ASSOCIATES PO150481 LIABILITY/PROPERTY CLAIMS Sub total: 5,706.98 81 81075849 05/07/2015 KOLHATKAR, SMITA PV504353 PROFESSIONAL DEVELOPMENT Sub total: 1,612.54 81 81075850 05/07/2015 KRAUS, KARL PV504361 FOOD SERVICES SALES Sub total: 50.00 81 81075851 05/07/2015 KWOLEK, ANN PV504341 CLASSROOM/OFFICE SUPPLIES Sub total: 174.50 81 81075852 05/07/2015 LEE, KRISTEN PV504357 CLASSROOM/OFFICE SUPPLIES PV504357 CLASSROOM/OFFICE SUPPLIES PV504357 CLASSROOM/OFFICE SUPPLIES PV504357 ACCTS PAYABLE-USE TAX Sub total: 369.17 81 81075853 05/07/2015 LEGRAND, MARIE PV504370 CLASSROOM/OFFICE SUPPLIES Sub total: 163.45

22

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 22 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075854 05/07/2015 LEW, ANGIE PV504371 PROFESSIONAL DEVELOPMENT Sub total: 825.00 81 81075855 05/07/2015 LIANG, CURTIS PV504358 CLASSROOM/OFFICE SUPPLIES Sub total: 1,002.80 81 81075856 05/07/2015 LUU, DIANE PV504377 PROFESSIONAL DEVELOPMENT Sub total: 210.00 81 81075857 05/07/2015 MAHLE, CHRIS PV504327 CLASSROOM/OFFICE SUPPLIES PV504327 CONTRACTED SERVICES PV504327 CLASSROOM/OFFICE SUPPLIES Sub total: 1,620.31 81 81075858 05/07/2015 MANOU, NIKOLE PV504340 CLASSROOM/OFFICE SUPPLIES Sub total: 222.13 81 81075859 05/07/2015 MELNICK, MARY PV504378 PROFESSIONAL DEVELOPMENT Sub total: 210.00 81 81075860 05/07/2015 MILLER, HILLARY PV504381 CLASSROOM/OFFICE SUPPLIES PV504381 PROFESSIONAL DEVELOPMENT Sub total: 301.60 81 81075861 05/07/2015 MUSTARD, CAROLINE PV504344 CONTRACTED SERVICES Sub total: 160.00 81 81075862 05/07/2015 NEVELS, JENIFER PV504379 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81075863 05/07/2015 NORTH VALLEY CHARTER - ACSA PV504351 CONTRACTED SERVICES Sub total: 140.00 81 81075864 05/07/2015 PACIFIC EDUCATORS PV504331 LIFE INSURANCE Sub total: 1,273.63 81 81075865 05/07/2015 PAEA PV504337 DUES Sub total: 83,995.05

23

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 23 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075866 05/07/2015 PALO ALTO POLICE DEPARTMENT PV504349 CONTRACTED SERVICES Sub total: 539.00 81 81075867 05/07/2015 PALO ALTO USD PO150481 LIABILITY/PROPERTY CLAIMS Sub total: 3,821.66 81 81075868 05/07/2015 PARTNERS IN EDUCATION PV504362 VOLUNTARY DEDUCTIONS Sub total: 202.60 81 81075869 05/07/2015 PAUSD COMMUTER ACCOUNT PV504330 CONTRACTED SERVICES PV504330 MISCELLANEOUS DEDUCTIONS PV504330 MISCELLANEOUS DEDUCTIONS Sub total: 1,825.78 81 81075870 05/07/2015 PAUSD - FLEX SPENDING PV504386 MEDICAL INSURANCE PV504386 VOLUNTARY DEDUCTIONS Sub total: 73,989.79 81 81075871 05/07/2015 PAUSD CLEARING ACCOUNT PV504335 MEDICAL INSURANCE PV504335 VOLUNTARY DEDUCTIONS Sub total: 573,035.51 81 81075872 05/07/2015 PECKENPAUGH, BRYSON PV504374 PROFESSIONAL DEVELOPMENT Sub total: 729.00 81 81075873 05/07/2015 PENINSULA SANITARY SERVICE PO150055 Garbage - Nixon, Escondido PO150055 Garbage - Nixon, Escondido Sub total: 1,764.49 81 81075874 05/07/2015 PICKERING, JUDY PV504342 CLASSROOM/OFFICE SUPPLIES PV504342 CLASSROOM/OFFICE SUPPLIES Sub total: 179.96 81 81075875 05/07/2015 RAINBOW MUSIC THERAPY SERVICES PV504354 CONTRACTED SERVICES Sub total: 467.50 81 81075876 05/07/2015 RECHARGE EM PV504339 CLASSROOM/OFFICE SUPPLIES Sub total: 85.91 81 81075877 05/07/2015 SACRED HEART PREP PV504347 CONTRACTED SERVICES Sub total: 225.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 24 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075878 05/07/2015 SAN FRANCISCO ZOO PV504338 CONTRACTED SERVICES Sub total: 200.00 81 81075879 05/07/2015 SANDHU, RITU PV504360 CLASSROOM/OFFICE SUPPLIES Sub total: 37.03 81 81075880 05/07/2015 SCHWENINGER, DEBORAH PV504366 CLASSROOM/OFFICE SUPPLIES Sub total: 83.33 81 81075881 05/07/2015 SCVAL PV504346 CONTRACTED SERVICES Sub total: 360.00 81 81075882 05/07/2015 SPERRY, JAMES PV504380 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81075883 05/07/2015 SUN LIFE FINANCIAL PV504326 LIFE INSURANCE PV504326 VOLUNTARY DEDUCTIONS Sub total: 11,475.46 81 81075884 05/07/2015 THE STANDARD PV504328 LIFE INSURANCE PV504328 OTHER INSURANCE Sub total: 16,329.62 81 81075885 05/07/2015 TOMA, RADU PV504372 PROFESSIONAL DEVELOPMENT Sub total: 151.48 81 81075886 05/07/2015 WILKES, MARJAN PV504356 CLASSROOM/OFFICE SUPPLIES Sub total: 65.10 81 81075887 05/07/2015 MACKE WATER SYSTEMS PO150842 WATER SYSTEM PO150483 WATER COOLER DISPENSER PO150483 WATER COOLER DISPENSER PO150483 WATER COOLER DISPENSER PO150688 WATER COOLER RENTAL PO150292 WATER COOLER SERVICE PO150096 WATER COOLER SERVICE PO150538 WATER DISPENSER PO150579 WATER COOLER SERVICE PO151015 WATER COOLER SERVICE PO150483 WATER COOLER DISPENSER

25

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 25 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150023 WATER DISPENSER Sub total: 386.51 81 81075888 05/07/2015 O C MCDONALD COMPANY INC PO226078 REPAIR/RETEST BACKFLOW PO226079 REPAIR/TEST BACKFLOW Sub total: 4,904.49 81 81075889 05/07/2015 SCHOOL OUTFITTERS PO225449 CONFERENCE TABLE Sub total: 269.06 81 81075890 05/07/2015 SHARP BUSINESS SYSTEMS PO150665 MAINTENANCE AGREEMENT PO150508 SHARP COPIER MAINTENANCE Sub total: 865.60 81 81075891 05/07/2015 US HEALTHWORKS PO150823 DRIVERS PHYSICAL EXAMS Sub total: 100.00 81 81075892 05/07/2015 WELLS FARGO FINANCIAL LEASING PO150664 SHARP COPIER LEASE PO150197 COPIER LEASE PAYMENTS PO150200 COPIER LEASE PO150195 LEASE PAYMENTS Sub total: 1,070.13 81 81075893 05/07/2015 XEROX CORPORATION PO150748 COPIER LEASE & MAINTENANCE PO150748 COPIER LEASE & MAINTENANCE PO150948 COPIER MAINTENANCE PO150948 COPIER MAINTENANCE PO150948 COPIER MAINTENANCE Sub total: 3,531.51 81 81075894 05/07/2015 YAMAHA GOLF CARS OF CA INC PO150706 GOLF CART SUPPLIES Sub total: 87.98 81 81075895 05/07/2015 CITY OF PALO ALTO PO226115 Rental Sub total: 6,825.00 81 81075896 05/07/2015 LEMAIRE, MARK PO225436 CONSULT PA SYSTEM CAFETORIUM Sub total: 2,450.00 81 81075897 05/07/2015 MADCO WELD SUPPLY PO150396 Welding Supplies PO150396 Welding Supplies Sub total: 213.77

26

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 26 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075898 05/07/2015 MORRISSEY-COMPTON EDUCATIONAL PO226131 IEE Sub total: 1,025.00 81 81075899 05/07/2015 MW PLUMBING INC PO150758 Plumbing & Drain Service Sub total: 450.00 81 81075900 05/07/2015 O C MCDONALD COMPANY INC PO226081 REPAIR/TEST BACKFLOW PO226080 REPAIR/TEST BACKFLOW Sub total: 999.95 81 81075901 05/07/2015 PALO ALTO GLASS INC PO150346 Glass Supplies & Repairs Sub total: 517.00 81 81075902 05/07/2015 PINE CONE LUMBER CO INC PO150352 Lumber Supplies Sub total: 717.44 81 81075903 05/07/2015 POMS LANDSCAPING INC PO150366 LANDSCAPING SUPPLIES & SERVICE Sub total: 488.28 81 81075904 05/07/2015 REFRIGERATION SUPPLIES DISTRIB PO150822 HVAC Supplies Sub total: 112.58 81 81075905 05/07/2015 SAN FRANCISCO STATE UNIVERSITY PO226114 Intern Payment Sub total: 1,000.00 81 81075906 05/07/2015 SAN MATEO COUNTY SCHOOL SERV F PO226102 BTSA Sub total: 14,000.00 81 81075907 05/07/2015 SETON IDENTIFICATION PRODUCTS PO653313 VINYL ID BAR CODE PO653313 VINYL ID BAR CODE PO653313 VINYL ID BAR CODE Sub total: 381.95 81 81075908 05/07/2015 SIGN-A-RAMA PO225988 SIGNAGE Sub total: 748.65 81 81075909 05/07/2015 SOUTHWEST SCHOOL AND OFFICE PO150212 CLASSROOM/OFFICE SUPPLIES PO150212 CLASSROOM/OFFICE SUPPLIES

27

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 27 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150212 CLASSROOM/OFFICE SUPPLIES PO150212 CLASSROOM/OFFICE SUPPLIES PO150212 CLASSROOM/OFFICE SUPPLIES PO150212 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150919 CLASSROOM/OFFICE SUPPLIES PO150030 CLASSROOM/OFFICE SUPPLIES PO150610 CLASSROOM/OFFICE SUPPLIES PO150789 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES Sub total: 2,310.15 81 81075910 05/07/2015 STEEL FENCE SYSTEMS PO226088 WINDSCREEN BATTING CAGE Sub total: 1,595.00 81 81075911 05/07/2015 SYSERCO INC PO225981 SERVICE AGREEMENT FOR EMS Sub total: 6,029.10 81 81075912 05/07/2015 ULINE SHIPPING SUPPLIES PO150165 Shipping/Packing Supplies Sub total: 353.29 81 81075913 05/07/2015 WEST-LITE SUPPLY COMPANY INC PO150056 Electrical Materials and Suppl Sub total: 151.71 81 81075914 05/07/2015 ACE FIRE EQUIPMENT SRV CO INC PO150692 FIRE EQUIP SUPPLIES Sub total: 195.59 81 81075915 05/07/2015 ADOLESCENT COUNSELING SERVICES PO150926 Counselor Program PO150926 Counselor Program PO150926 Counselor Program Sub total: 450.00 81 81075916 05/07/2015 ALLIED STORAGE CONTAINERS INC PO150864 STORAGE FOR SYMPHONIC BAND Sub total: 65.25 81 81075917 05/07/2015 APPLE COMPUTER INC PO653306 OVERDRIVE USB DRIVE/IPAD AIR 2 Sub total: 899.10 81 81075918 05/07/2015 AZ BUS SALES INC PO150529 VEHICLE SUPPORT SUPPLIES Sub total: 211.11

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 28 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075919 05/07/2015 BARNES HAZMAT INC. PO150885 Safety & Training Sub total: 3,875.00 81 81075920 05/07/2015 BARRON PARK SUPPLY CO PO150290 PLUMBING & ELECTRICAL SUPPLIES PO150290 PLUMBING & ELECTRICAL SUPPLIES PO150290 PLUMBING & ELECTRICAL SUPPLIES Sub total: 330.11 81 81075921 05/07/2015 BLICK ART MATERIALS PO225848 DRAW & PAINT MATERIALS Sub total: 1,171.70 81 81075922 05/07/2015 CIARDELLA'S GARDEN SUPPLY INC PO150649 Landscape Supplies Sub total: 143.44 81 81075923 05/07/2015 CITY AUTO SUPPLY PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS PO150825 AUTO PARTS Sub total: 810.74 81 81075924 05/07/2015 COULTER CONSTRUCTION INC PO150348 ERGO SET UPS PO150348 ERGO SET UPS PO225300 VISION LITE EXTERIOR DOOR Sub total: 1,229.62 81 81075925 05/07/2015 DELTA EDUCATION PO150512 SCIENCE SUPPLIES Sub total: 854.43 81 81075926 05/07/2015 EDUCATION TO GO INC PO150445 Attending Students PO150445 Attending Students Sub total: 403.50 81 81075927 05/07/2015 ERGODIRECT PO401930 ERGO SUPPLIES Sub total: 235.72 81 81075928 05/07/2015 ESSENTRA SPECIALTY TAPES PO226041 ART SUPPLIES Sub total: 219.28

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 29 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075929 05/07/2015 FAMILY AND CHILDREN SERVICES PO150244 Counseling Program Sub total: 500.00 81 81075930 05/07/2015 HIDDEN VILLA PO225458 HIDDEN VILLA FIELD TRIP Sub total: 655.00 81 81075931 05/07/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES Sub total: 178.95 81 81075932 05/07/2015 JW PEPPER & SON INC PO150220 SHEET MUSIC AND SUPPLIES Sub total: 2.12 81 81075933 05/07/2015 KELLY PAPER PO150677 Copy Paper PO150943 White Copy Paper PO150699 Paper Supplies Sub total: 2,001.80 81 81075934 05/07/2015 LEXISNEXIS RISK DATA MANAGEMNT PO150466 RESIDENCY VERIFICATION Sub total: 65.30 81 81075935 05/07/2015 BEAMER, NORMAN PV504405 PARCEL TAXES Sub total: 638.00 81 81075936 05/07/2015 BRADY, C. TOWNSEND PV504407 PARCEL TAXES Sub total: 638.00 81 81075937 05/07/2015 BRAUN, MICHAEL PV504406 PARCEL TAXES Sub total: 638.00 81 81075938 05/07/2015 CHOW, CELIA PV504391 PARCEL TAXES Sub total: 638.00 81 81075939 05/07/2015 CLARE, CHRISTOPHER PV504403 PARCEL TAXES Sub total: 638.00 81 81075940 05/07/2015 DIETRICH, DAVID PV504404 PARCEL TAXES Sub total: 638.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 30 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075941 05/07/2015 FULLER, ELIZABETH PV504393 PARCEL TAXES Sub total: 638.00 81 81075942 05/07/2015 GOBUTY, DAVID PV504395 PARCEL TAXES Sub total: 638.00 81 81075943 05/07/2015 KAPLAN, RONALD PV504397 PARCEL TAXES Sub total: 638.00 81 81075944 05/07/2015 KELLER, SHERYL PV504390 PARCEL TAXES Sub total: 638.00 81 81075945 05/07/2015 KRAHENBUHL, JAMES & ELIZABETH PV504402 PARCEL TAXES Sub total: 638.00 81 81075946 05/07/2015 MELLISH, LUCILLE PV504396 PARCEL TAXES Sub total: 638.00 81 81075947 05/07/2015 NUTIK, RHODA & STEPHEN PV504408 PARCEL TAXES Sub total: 638.00 81 81075948 05/07/2015 ORENBERG, JAMES PV504388 PARCEL TAXES Sub total: 638.00 81 81075949 05/07/2015 PESOTCHINSKY, LEON & SOPHIA PV504409 PARCEL TAXES Sub total: 638.00 81 81075950 05/07/2015 PETERSON, VIRGINIA PV504392 PARCEL TAXES Sub total: 638.00 81 81075951 05/07/2015 SAVELLO, DAVID PV504394 PARCEL TAXES Sub total: 638.00 81 81075952 05/07/2015 ST JOHN, HOLLAND PV504398 PARCEL TAXES Sub total: 638.00 81 81075953 05/07/2015 SUPPLEE, EDWARD & SALLY PV504389 PARCEL TAXES Sub total: 638.00

31

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 31 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075954 05/07/2015 THE, LEE PV504400 PARCEL TAXES Sub total: 638.00 81 81075955 05/07/2015 WACHTER, G. THOMAS PV504399 PARCEL TAXES Sub total: 638.00 81 81075956 05/07/2015 WANG, JAMES CHEN SHENG PV504401 PARCEL TAXES Sub total: 638.00 81 81075957 05/08/2015 DAY, LORI ANDERSON PV504415 CLASSROOM/OFFICE SUPPLIES Sub total: 36.74 81 81075958 05/08/2015 ELIE, NAVID PV504410 CLASSROOM/OFFICE SUPPLIES Sub total: 107.10 81 81075959 05/08/2015 HICKS, BRYANT PV504414 CONTRACTED SERVICES Sub total: 600.00 81 81075960 05/08/2015 SAINT FRANCIS HIGH SCHOOL PV504412 PREPAID EXPENDITURES Sub total: 235.00 81 81075961 05/08/2015 TSUKAKOSHI, MARC PV504411 CONTRACTED SERVICES Sub total: 552.00 81 81075962 05/08/2015 PAUSD REVOLVING FUND PV504413 MISCELLANEOUS DEDUCTIONS PV504413 GAS Sub total: 4,711.54 81 81075963 05/12/2015 TELEPACIFIC COMMUNICATIONS PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150061 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services

32

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 32 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150061 Telephone Services PO150061 Telephone Services PO150061 Telephone Services PO150061 Telephone Services PO150061 Telephone Services PO150061 Telephone Services PO150060 Telephone Services PO150060 Telephone Services PO150061 Telephone Services PO150060 Telephone Services PO150060 Telephone Services Sub total: 6,009.94 81 81075964 05/12/2015 AMERICAN ASPHALT PO116660 paving PO878046 asphalt Sub total: 1,348.95 81 81075965 05/12/2015 APPLE COMPUTER INC PO890333 macbook PO890333 macbook Sub total: 22,328.92 81 81075966 05/12/2015 CONSTRUCTION INSPECTION SERV. PO116549 IOR Sub total: 13,982.50 81 81075967 05/12/2015 COULTER CONSTRUCTION INC PO878065 cabinet replacement Sub total: 3,409.00 81 81075968 05/12/2015 SYSTEMS PLUMBING PO878067 POOL REPAIR Sub total: 19,890.00 81 81075969 05/12/2015 ARNOUT, JEN PV504439 CLASSROOM/OFFICE SUPPLIES Sub total: 46.68

33

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 33 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075970 05/12/2015 BEL-AIRE PRODUCTIONS INC PV504443 CONTRACTED SERVICES Sub total: 775.00 81 81075971 05/12/2015 BELLARMINE COLLEGE PREP. PV504433 PREPAID EXPENDITURES Sub total: 300.00 81 81075972 05/12/2015 BLOCKHUS, VICTORIA PV504426 CLASSROOM/OFFICE SUPPLIES Sub total: 45.42 81 81075973 05/12/2015 BRIGGS, DON PV504422 CLASSROOM/OFFICE SUPPLIES PV504440 CLASSROOM/OFFICE SUPPLIES Sub total: 1,437.46 81 81075974 05/12/2015 CADWELL-BRUBAKER, MEGAN PV504450 MILEAGE/PERSONAL EXP REIMB Sub total: 50.03 81 81075975 05/12/2015 CAMICIA, MIKE PV504419 CLASSROOM/OFFICE SUPPLIES Sub total: 61.39 81 81075976 05/12/2015 CASA FOLKLORICA PV504435 CLASSROOM/OFFICE SUPPLIES PV504435 CLASSROOM/OFFICE SUPPLIES Sub total: 361.35 81 81075977 05/12/2015 DOROSTI, ARCIA PV504455 MILEAGE/PERSONAL EXP REIMB Sub total: 36.97 81 81075978 05/12/2015 EICHLER, MARIA PV504428 CLASSROOM/OFFICE SUPPLIES PV504428 CLASSROOM/OFFICE SUPPLIES PV504428 CLASSROOM/OFFICE SUPPLIES PV504428 CONTRACTED SERVICES PV504428 ACCTS PAYABLE-USE TAX Sub total: 214.16 81 81075979 05/12/2015 ELLINGTON, JENNIFER PV504427 CLASSROOM/OFFICE SUPPLIES PV504427 CLASSROOM/OFFICE SUPPLIES PV504427 CLASSROOM/OFFICE SUPPLIES PV504427 CLASSROOM/OFFICE SUPPLIES PV504427 ACCTS PAYABLE-USE TAX Sub total: 385.67 81 81075980 05/12/2015 ELLIS, DEBORAH PV504457 CONTRACTED SERVICES Sub total: 190.00

34

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 34 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81075981 05/12/2015 ESPINOZA, MONICA PV504418 CONTRACTED SERVICES Sub total: 489.38 81 81075982 05/12/2015 FAUSTINO, MARIA RAQUEL PV504449 MILEAGE/PERSONAL EXP REIMB Sub total: 20.24 81 81075983 05/12/2015 FERRELL, JESSICA PV504459 CLASSROOM/OFFICE SUPPLIES PV504459 CLASSROOM/OFFICE SUPPLIES PV504459 CLASSROOM/OFFICE SUPPLIES PV504459 ACCTS PAYABLE-USE TAX Sub total: 579.32 81 81075984 05/12/2015 FINLEY, ERIN PV504453 MILEAGE/PERSONAL EXP REIMB PV504453 MILEAGE/PERSONAL EXP REIMB Sub total: 52.94 81 81075985 05/12/2015 FITZHUGH, ANGELINA PV504441 CLASSROOM/OFFICE SUPPLIES PV504441 CONTRACTED SERVICES PV504441 CLASSROOM/OFFICE SUPPLIES Sub total: 732.58 81 81075986 05/12/2015 FOLLETT SCHOOL SOLUTIONS PV504425 CLASSROOM/OFFICE SUPPLIES Sub total: 133.77 81 81075987 05/12/2015 GOPHER SPORTS EQUIPMENT PV504420 CLASSROOM/OFFICE SUPPLIES Sub total: 325.13 81 81075988 05/12/2015 HAMILTON, LYNN PV504431 CLASSROOM/OFFICE SUPPLIES Sub total: 74.57 81 81075989 05/12/2015 HARRISON, HOLLY PV504438 CLASSROOM/OFFICE SUPPLIES Sub total: 25.03 81 81075990 05/12/2015 HARTFORD INSURANCE CO PV504456 CONTRACTED SERVICES Sub total: 340.00 81 81075991 05/12/2015 HAWES, KATHY PV504421 CLASSROOM/OFFICE SUPPLIES PV504421 CLASSROOM/OFFICE SUPPLIES PV504421 CONTRACTED SERVICES

35

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 35 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504421 ACCTS PAYABLE-USE TAX Sub total: 213.00 81 81075992 05/12/2015 HOSHIWARA, DAVID PV504444 CLASSROOM/OFFICE SUPPLIES PV504444 CLASSROOM/OFFICE SUPPLIES Sub total: 450.35 81 81075993 05/12/2015 HOWARD, LINDA PV504442 CLASSROOM/OFFICE SUPPLIES PV504442 CLASSROOM/OFFICE SUPPLIES Sub total: 373.43 81 81075994 05/12/2015 KEITH, TARA PV504423 CLASSROOM/OFFICE SUPPLIES Sub total: 187.01 81 81075995 05/12/2015 KENT, ZAIDA PV504436 CLASSROOM/OFFICE SUPPLIES Sub total: 195.00 81 81075996 05/12/2015 KIGER, JALYNN PV504461 CLASSROOM/OFFICE SUPPLIES PV504464 CLASSROOM/OFFICE SUPPLIES Sub total: 48.98 81 81075997 05/12/2015 KOLHATKAR, SMITA PV504466 PREPAID EXPENDITURES Sub total: 482.00 81 81075998 05/12/2015 LUBBE, JAMES PV504417 CLASSROOM/OFFICE SUPPLIES Sub total: 349.67 81 81075999 05/12/2015 MAYA, VICTORIA PV504448 MILEAGE/PERSONAL EXP REIMB Sub total: 20.24 81 81076000 05/12/2015 MITCHNER, JACQUIE PV504451 MILEAGE/PERSONAL EXP REIMB Sub total: 48.13 81 81076001 05/12/2015 NATIONAL PEN CORPORATION PV504445 CLASSROOM/OFFICE SUPPLIES Sub total: 145.02 81 81076002 05/12/2015 NEFF COMPANY PV504416 CLASSROOM/OFFICE SUPPLIES Sub total: 388.92 81 81076003 05/12/2015 NEW YORK TIMES, THE PV504424 CLASSROOM/OFFICE SUPPLIES Sub total: 112.77

36

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 36 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076004 05/12/2015 PAPP, SUSAN PV504432 CLASSROOM/OFFICE SUPPLIES Sub total: 97.24 81 81076005 05/12/2015 PAUSD PV504430 CLASSROOM/OFFICE SUPPLIES PV504430 CLASSROOM/OFFICE SUPPLIES PV504430 CLASSROOM/OFFICE SUPPLIES PV504430 CLASSROOM/OFFICE SUPPLIES PV504430 CONTRACTED SERVICES PV504430 CLASSROOM/OFFICE SUPPLIES PV504430 CLASSROOM/OFFICE SUPPLIES PV504430 MILEAGE/PERSONAL EXP REIMB PV504430 FOOD Sub total: 442.76 81 81076006 05/12/2015 QUISTAD, VIRGINIA PV504463 CONTRACTED SERVICES Sub total: 170.00 81 81076007 05/12/2015 R & B COMPANY PV504437 PARTS/SUPPLIES - GROUND Sub total: 73.64 81 81076008 05/12/2015 SAXENA, JULIE PV504462 CLASSROOM/OFFICE SUPPLIES Sub total: 132.36 81 81076009 05/12/2015 SHERIDAN, ANGEL PV504454 MILEAGE/PERSONAL EXP REIMB PV504454 MILEAGE/PERSONAL EXP REIMB PV504454 MILEAGE/PERSONAL EXP REIMB PV504454 MILEAGE/PERSONAL EXP REIMB Sub total: 433.73 81 81076010 05/12/2015 SULLIVAN, KATHERINE PV504458 CLASSROOM/OFFICE SUPPLIES Sub total: 324.33 81 81076011 05/12/2015 TECH MUSEUM OF INNOVATION, THE PV504446 CONTRACTED SERVICES Sub total: 29.00 81 81076012 05/12/2015 TOLERBA, JESSICA PV504465 CLASSROOM/OFFICE SUPPLIES Sub total: 104.96 81 81076013 05/12/2015 VOLKOV, OLEG PV504452 MILEAGE/PERSONAL EXP REIMB Sub total: 249.38

37

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 37 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076014 05/12/2015 WANG, I-YING PV504447 MILEAGE/PERSONAL EXP REIMB Sub total: 9.78 81 81076015 05/12/2015 WATSON, PAULA PV504434 CONTRACTED SERVICES Sub total: 120.00 81 81076016 05/12/2015 WRIGHT, LISA PV504460 CLASSROOM/OFFICE SUPPLIES Sub total: 97.57 81 81076017 05/12/2015 A.C.T.S. PO150715 Augmentive Comm & Tech Service Sub total: 366.00 81 81076018 05/12/2015 ACSA PO150678 EDCAL ADVERTISING PO150678 EDCAL ADVERTISING PO150678 EDCAL ADVERTISING PO150678 EDCAL ADVERTISING Sub total: 1,968.00 81 81076019 05/12/2015 AT&T PO150066 Telephone Services Sub total: 22.21 81 81076020 05/12/2015 AT&T PV504429 TELEPHONE PO150066 Telephone Services PO150066 Telephone Services Sub total: 476.21 81 81076021 05/12/2015 BARNES HAZMAT INC. PO150885 Safety & Training PO150885 Safety & Training Sub total: 5,225.00 81 81076022 05/12/2015 BARRON PARK SUPPLY CO PO150290 PLUMBING & ELECTRICAL SUPPLIES PO150290 PLUMBING & ELECTRICAL SUPPLIES PO150290 PLUMBING & ELECTRICAL SUPPLIES PO150290 PLUMBING & ELECTRICAL SUPPLIES Sub total: 56.27 81 81076023 05/12/2015 BECERRA-MENDOZA, ALICIA J. PO150861 Consulting Services Sub total: 4,050.00 81 81076024 05/12/2015 BLICK ART MATERIALS PO226110 ART SUPPLIES

38

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 38 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO226023 ART SUPPLIES Sub total: 1,105.68 81 81076025 05/12/2015 BUCKLES SMITH ELECTRIC DISTRIB PO150858 ELECTRICAL SUPPLIES PO150858 ELECTRICAL SUPPLIES Sub total: 927.33 81 81076026 05/12/2015 BUREAU OF EDUCATION AND RESEAR PO226185 CO-TEACHING CONF REGISTRATION PO226185 CO-TEACHING CONF REGISTRATION PO226185 CO-TEACHING CONF REGISTRATION Sub total: 3,885.00 81 81076027 05/12/2015 CAL STEAM PO150296 PLUMBING SUPPLIES PO150296 PLUMBING SUPPLIES PO150296 PLUMBING SUPPLIES PO150296 PLUMBING SUPPLIES Sub total: 4,508.15 81 81076028 05/12/2015 CALIFORNIA SECURITY ALARMS INC PO150298 INTRUSION MONITORING & REPAIRS PO150298 INTRUSION MONITORING & REPAIRS PO150298 INTRUSION MONITORING & REPAIRS PO150298 INTRUSION MONITORING & REPAIRS PO150298 INTRUSION MONITORING & REPAIRS Sub total: 815.11 81 81076029 05/12/2015 CALTRONICS BUSINESS SYSTEMS PO150710 Copier Overage PO150710 Copier Overage Sub total: 40.78 81 81076030 05/12/2015 CAROLINA BIOLOGICAL SUPPLY CO PO150463 Science Supplies PO150463 Science Supplies Sub total: 1,212.92 81 81076031 05/12/2015 CHOICELUNCH PO150093 FOOD ENTREE SERVICES Sub total: 8,574.60 81 81076032 05/12/2015 CIARDELLA'S GARDEN SUPPLY INC PO150649 Landscape Supplies PO150649 Landscape Supplies Sub total: 440.76 81 81076033 05/12/2015 CLAY PLANET PO150754 Clay & Supplies PO150754 Clay & Supplies Sub total: 1,014.09

39

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 39 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076034 05/12/2015 CLTA CA WORLD LANGUAGE PROJECT PO226179 Professional Development Sub total: 1,000.00 81 81076035 05/12/2015 COMMUNICAID INC PO150807 Translation PO150807 Translation PO150807 Translation PO150807 Translation PO150807 Translation PO150807 Translation PO150807 Translation Sub total: 4,399.38 81 81076036 05/12/2015 COULTER CONSTRUCTION INC PO226168 CUBICLE REPAIR SERVICE Sub total: 1,332.52 81 81076037 05/12/2015 CREST/GOOD PO151014 Plumbing Parts Only Sub total: 54.34 81 81076038 05/12/2015 CUPERTINO SUPPLY PO150279 Plumbing Parts Sub total: 11.94 81 81076039 05/12/2015 DELTA EDUCATION PO150512 SCIENCE SUPPLIES Sub total: 387.33 81 81076040 05/12/2015 DL-MPM CONSULTING LLC PO150304 Infinite Campus Project Sub total: 14,215.00 81 81076041 05/12/2015 DOG WASTE DEPOT PO226173 CAN LINERS/WASTE BAGS Sub total: 939.60 81 81076042 05/12/2015 DUNN-EDWARDS CORPORATION PO150309 Paint & Supplies PO150309 Paint & Supplies Sub total: 441.07 81 81076043 05/12/2015 Diamond Ranch Academy PO226112 Tuition Sub total: 117,334.76 81 81076044 05/12/2015 ERGODIRECT PO401930 ERGO SUPPLIES Sub total: 606.78

40

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 40 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076045 05/12/2015 EWING IRRIGATION PO150182 Irrigation Supplies PO150182 Irrigation Supplies Sub total: 356.78 81 81076046 05/12/2015 FAMILY AND CHILDREN SERVICES PO150244 Counseling Program Sub total: 360.00 81 81076047 05/12/2015 FIT-TECH SERVICE PO225148 MAINTENANCE FITNESS CONTRACT Sub total: 500.00 81 81076048 05/12/2015 FOLLETT SCHOOL SOLUTIONS PO226056 INSTRUCTIONAL MATERIALS PO150742 MISC LIBRARY BOOKS PO225859 LIBRARY BKS CATALOGING/PROCESS Sub total: 1,775.45 81 81076049 05/12/2015 GOPHER SPORTS EQUIPMENT PO225993 PE SUPPLIES Sub total: 35.56 81 81076050 05/12/2015 GRAINGER PO150382 Misc Supplies Sub total: 128.76 81 81076051 05/12/2015 HILLYARD / SAN FRANCISCO PO150731 Custodial Chemicals & Supplies Sub total: 502.27 81 81076052 05/12/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES Sub total: 79.18 81 81076053 05/12/2015 HOPE SERVICES PO150177 Rental Services Adult TPP Sub total: 250.00 81 81076054 05/12/2015 IPROMOTEU PO226191 JLS SHOPPERS PO226191 JLS SHOPPERS Sub total: 1,792.84 81 81076055 05/12/2015 KELLY PAPER PO150893 Copy Paper PO150417 Copy Paper Sub total: 1,874.05 81 81076056 05/12/2015 KEN FERRO CONSULTING PO150256 CONSULTANT Sub total: 7,350.00

41

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 41 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076057 05/12/2015 KIMBALL MIDWEST PO226065 PARTS FOR SHOP STOCK Sub total: 418.32 81 81076058 05/12/2015 KONE INC PO225996 PASSENGER ELEVATOR LABOR/MATER Sub total: 2,569.00 81 81076059 05/12/2015 Keller, Paul PO226170 VIDEO TAPE SERVICES Sub total: 2,500.00 81 81076060 05/12/2015 LENZ ARTS PO226123 TEMPURA PAINT ART DEPT Sub total: 3,012.59 81 81076061 05/12/2015 AMERICAN ASPHALT PO878061 asphalt Sub total: 610.00 81 81076062 05/12/2015 BRCO CONSTRUCTORS INC PO878072 wall Sub total: 3,580.00 81 81076063 05/12/2015 CONSTRUCTION INSPECTION SERV. PO116656 INSPECTION Sub total: 1,700.00 81 81076064 05/12/2015 COULTER CONSTRUCTION INC PO116633 H1 Tectum install Sub total: 36,888.00 81 81076065 05/12/2015 ELLIS, DEBORAH PO116602 consulting PO116602 consulting Sub total: 750.00 81 81076066 05/12/2015 FS3 INC PO116489 construction management PO116604 Construction management Sub total: 80,483.78 81 81076067 05/12/2015 PACIFIC MOBILE STRUCTURES INC PO807807 lease 98r342-019 Sub total: 565.50 81 81076068 05/12/2015 ASSOCIATED LEARNING AND PO150174 OCCUPATIONAL THERAPIST Sub total: 3,420.00 81 81076069 05/12/2015 CASA PACIFICA CENTER FOR PO150167 ED/MENTAL HEALTH/RESIDENTIAL Sub total: 10,783.68

42

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 42 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076070 05/12/2015 DAVIS, SHELLEY PO150503 Behavior Intervention PO150503 Behavior Intervention PO150503 Behavior Intervention PO150503 Behavior Intervention PO150503 Behavior Intervention Sub total: 650.00 81 81076071 05/12/2015 GAVALDON, ANDREA PO150254 Behavior Services Sub total: 2,113.75 81 81076072 05/12/2015 HOWARD, RACHEL PO150391 MUSIC THERAPY Sub total: 500.00 81 81076073 05/12/2015 JEAN WEINGARTEN ORAL SCHOOL PO150632 Education Program & Speech Sub total: 2,636.00 81 81076074 05/12/2015 LUCILE PACKARD CHILDRENS HOSP PO150762 Psychiatry Services Sub total: 5,235.00 81 81076075 05/12/2015 NCEFT PO150053 Neuromuscular Treatment Sub total: 250.00 81 81076076 05/12/2015 PLANCARTE, JASMIN PO150532 Behavior Services Sub total: 1,653.00 81 81076077 05/12/2015 RAINBOW MUSIC THERAPY SERVICES PO150169 BASIC ED/RESIDENTIA/MENTL HLTH PO150169 BASIC ED/RESIDENTIA/MENTL HLTH PO150169 BASIC ED/RESIDENTIA/MENTL HLTH Sub total: 730.00 81 81076078 05/12/2015 REBEKAH CHILDREN'S SERVICES PO150110 WRAP Services PO150110 WRAP Services PO150110 WRAP Services Sub total: 2,645.00 81 81076079 05/12/2015 SECOND START LEARNING PO150166 EDUCATIONAL PROGRAM Sub total: 3,080.00 81 81076080 05/12/2015 TLC CHILD & FAMILY SERVICES PO150640 Therapy Sub total: 7,033.74

43

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 43 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076081 05/12/2015 YANNACONE, CONSTANCE PO150712 AUDIOLOGIST Sub total: 4,200.00 81 81076082 05/12/2015 CAMBIUM LEARNING INC PO226047 STEP UP TO WRITING Sub total: 2,362.84 81 81076083 05/12/2015 CITY OF PALO ALTO PO226024 Jr Museum Science Outreach PO150759 OUTREACH CLASSES Sub total: 21,597.66 81 81076084 05/12/2015 DARROW, ROB PO226137 BLENDED LEARNING SYMPOSIUM Sub total: 800.00 81 81076085 05/12/2015 MARK ELECTRIC INC PO226171 POWER TO GATES AT CORP YARD Sub total: 4,345.61 81 81076086 05/12/2015 MAXIM STAFFING SOLUTIONS PO150168 NURSE Sub total: 537.38 81 81076087 05/12/2015 MAYER JOHNSON PO226011 Go Talk Pocket PO226011 Go Talk Pocket PO226011 Go Talk Pocket PO226011 Go Talk Pocket Sub total: 177.95 81 81076088 05/12/2015 MID-PENINSULA EDUCATION CENTER PO226101 Educational Program PO226101 Educational Program Sub total: 52,000.00 81 81076089 05/12/2015 MONAHAN PAPER COMPANY PO500684 CUSTODIAL SUPPLIES PO500684 CUSTODIAL SUPPLIES Sub total: 6,625.52 81 81076090 05/12/2015 MY BINDING PO226111 BINDING PAPER/BINDING COIL Sub total: 336.96 81 81076091 05/12/2015 NASCO MODESTO PO150511 SCIENCE SUPPLIES Sub total: 59.83 81 81076092 05/12/2015 NATUREBRIDGE PO226172 SCIENCE CAMP

44

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 44 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO226172 SCIENCE CAMP Sub total: 4,000.00 81 81076093 05/12/2015 PALO ALTO HARDWARE CM500111 PARTS/SUPPLIES - GROUND PV504467 PARTS/SUPPLIES - GROUND PV504467 PARTS/SUPPLIES - GROUND Sub total: 199.48 81 81076094 05/12/2015 PASCO SCIENTIFIC PO226091 Science Physics Supplies PO226091 Science Physics Supplies Sub total: 4,133.03 81 81076095 05/12/2015 PEARSON AUTOMOBILE CO INC PO150764 PARTS AND SUPPLIES PO150764 PARTS AND SUPPLIES Sub total: 299.43 81 81076096 05/12/2015 POMS LANDSCAPING INC PO226167 SAND BOX PO226167 SAND BOX Sub total: 8,945.00 81 81076097 05/12/2015 RIFTON EQUIPMENT PO225923 Tricycle Sub total: 1,185.92 81 81076098 05/12/2015 SAFEWAY STORES PO150912 HOME EC SUPPLIES PO150912 HOME EC SUPPLIES PO150912 HOME EC SUPPLIES PO150912 HOME EC SUPPLIES PO150912 HOME EC SUPPLIES PO150912 HOME EC SUPPLIES Sub total: 702.93 81 81076099 05/12/2015 SCAPES INC PO150660 Lancscaping Supplies Sub total: 360.00 81 81076100 05/12/2015 SCIACCA, BRIAN PO226180 Attorneys Fees Sub total: 13,049.73 81 81076101 05/12/2015 SECOND START LEARNING PO150357 Employment & Training at VA Sub total: 9,818.00 81 81076102 05/12/2015 SUNNYVALE FORD, INC PO150972 PARTS AND SUPPLIES

45

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 45 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150972 PARTS AND SUPPLIES PO150972 PARTS AND SUPPLIES PO150972 PARTS AND SUPPLIES PO150972 PARTS AND SUPPLIES Sub total: 1,979.62 81 81076103 05/12/2015 TCI PO226087 HISTORY ALIVE! Sub total: 767.81 81 81076104 05/12/2015 TW SMITH PO150828 Plumbing Supplies PO150828 Plumbing Supplies PO150828 Plumbing Supplies Sub total: 673.30 81 81076105 05/12/2015 UNITED REFRIGERATION INC PO150278 HVAC Supplies Sub total: 100.83 81 81076106 05/12/2015 UNIVERSITY OF CALIFORNIA, BERK PO226062 OUTREACH PROGRAM Sub total: 1,250.00 81 81076107 05/12/2015 WESTFRESH CATERING PO150215 FOOD FOR FULL DAY TRAINING PO226169 STAFF BREAKFAST Sub total: 3,819.30 81 81076108 05/12/2015 CITY OF PALO ALTO UTILITIES PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150438 Dark Fiber Optic Service Sub total: 32,059.92 81 81076109 05/12/2015 CORWIN, ALICIA PV504470 CLASSROOM/OFFICE SUPPLIES PV504470 CLASSROOM/OFFICE SUPPLIES PV504470 CLASSROOM/OFFICE SUPPLIES PV504470 ACCTS PAYABLE-USE TAX Sub total: 167.15 81 81076110 05/12/2015 HART, KYLE PV504471 CLASSROOM/OFFICE SUPPLIES PV504471 CLASSROOM/OFFICE SUPPLIES

46

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 46 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504471 CLASSROOM/OFFICE SUPPLIES PV504471 ACCTS PAYABLE-USE TAX Sub total: 251.34 81 81076111 05/12/2015 IPROMOTEU PV504479 CLASSROOM/OFFICE SUPPLIES Sub total: 356.37 81 81076112 05/12/2015 LOPEZ, LUZ PV504468 MILEAGE/PERSONAL EXP REIMB Sub total: 143.06 81 81076113 05/12/2015 LYNCH, KEVIN PV504473 CONTRACTED SERVICES Sub total: 119.40 81 81076114 05/12/2015 MELNICK, MARY PV504474 CLASSROOM/OFFICE SUPPLIES Sub total: 50.94 81 81076115 05/12/2015 MILLER, HILLARY PV504475 CLASSROOM/OFFICE SUPPLIES Sub total: 118.91 81 81076116 05/12/2015 ROGG, WILLIAM PV504469 CLASSROOM/OFFICE SUPPLIES PV504469 CLASSROOM/OFFICE SUPPLIES PV504469 CLASSROOM/OFFICE SUPPLIES PV504469 ACCTS PAYABLE-USE TAX Sub total: 109.24 81 81076117 05/12/2015 SCHRAMM, KATHERINE PV504476 CLASSROOM/OFFICE SUPPLIES Sub total: 627.40 81 81076118 05/12/2015 SMITH, TONI PV504478 CONTRACTED SERVICES Sub total: 559.01 81 81076119 05/12/2015 WILLIS, MAUREEN PV504477 CLASSROOM/OFFICE SUPPLIES PV504477 CLASSROOM/OFFICE SUPPLIES Sub total: 85.21 81 81076120 05/14/2015 BREEN, MISTY PV504492 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81076121 05/14/2015 COGSWELL, REBECCA PV504491 PROFESSIONAL DEVELOPMENT Sub total: 238.19

47

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 47 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076122 05/14/2015 DEMCO INC PV504508 CLASSROOM/OFFICE SUPPLIES Sub total: 112.18 81 81076123 05/14/2015 DESTEFANO, ANNETTE PV504504 CLASSROOM/OFFICE SUPPLIES Sub total: 179.46 81 81076124 05/14/2015 FITZHUGH, ANGELINA PV504489 PROFESSIONAL DEVELOPMENT Sub total: 210.00 81 81076125 05/14/2015 FOLLETT SCHOOL SOLUTIONS PV504500 CLASSROOM/OFFICE SUPPLIES Sub total: 1,503.97 81 81076126 05/14/2015 HAHN, ALICE PV504510 CONTRACTED SERVICES Sub total: 72.50 81 81076127 05/14/2015 HAWES, KATHY PV504481 PROFESSIONAL DEVELOPMENT Sub total: 1,757.00 81 81076128 05/14/2015 KAPPELER-HURLEY, TABITHA PV504493 PROFESSIONAL DEVELOPMENT Sub total: 84.68 81 81076129 05/14/2015 LEDGERWOOD, ERIC PV504483 PROFESSIONAL DEVELOPMENT Sub total: 4,029.39 81 81076130 05/14/2015 LEE, KENNY PV504506 CLASSROOM/OFFICE SUPPLIES PV504506 CONTRACTED SERVICES Sub total: 99.71 81 81076131 05/14/2015 LIANG, CURTIS PV504482 CONTRACTED SERVICES Sub total: 1,546.92 81 81076132 05/14/2015 LINDNER, MATTHEW PV504505 CLASSROOM/OFFICE SUPPLIES Sub total: 60.96 81 81076133 05/14/2015 LUCEY, ASHLEY PV504472 CLASSROOM/OFFICE SUPPLIES PV504472 CLASSROOM/OFFICE SUPPLIES PV504472 CLASSROOM/OFFICE SUPPLIES PV504472 ACCTS PAYABLE-USE TAX Sub total: 205.21

48

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 48 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076134 05/14/2015 LUO, QIN QING PV504490 PROFESSIONAL DEVELOPMENT Sub total: 206.00 81 81076135 05/14/2015 MANHATTAN BEACH USD PV504499 CONTRACTED SERVICES Sub total: 1,380.32 81 81076136 05/14/2015 MANN, LIZ PV504503 PROFESSIONAL DEVELOPMENT Sub total: 281.61 81 81076137 05/14/2015 MARCHAND, AMANDA PV504509 CLASSROOM/OFFICE SUPPLIES Sub total: 56.30 81 81076138 05/14/2015 MEININGER, JIM PV504497 PROFESSIONAL DEVELOPMENT Sub total: 291.15 81 81076139 05/14/2015 MOY, TONY PV504502 PROFESSIONAL DEVELOPMENT Sub total: 175.76 81 81076140 05/14/2015 NYGAARD, KARI PV504496 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81076141 05/14/2015 OFEK, SHARON PV504488 PROFESSIONAL DEVELOPMENT Sub total: 210.00 81 81076142 05/14/2015 PAGUIRIGAN, SARRIE PV504501 PROFESSIONAL DEVELOPMENT Sub total: 101.44 81 81076143 05/14/2015 ROACH, HAL PV504507 CLASSROOM/OFFICE SUPPLIES Sub total: 318.75 81 81076144 05/14/2015 RONNE, CHARLENE PV504487 PROFESSIONAL DEVELOPMENT Sub total: 222.00 81 81076145 05/14/2015 SCHRAMM, KATHERINE PV504486 PROFESSIONAL DEVELOPMENT Sub total: 182.20 81 81076146 05/14/2015 SHIRLEY, STEVEN A PV504485 PROFESSIONAL DEVELOPMENT Sub total: 188.20

49

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 49 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076147 05/14/2015 SMITH, PHYLLIS PV504494 CLASSROOM/OFFICE SUPPLIES Sub total: 164.65 81 81076148 05/14/2015 TARDIFF, JESSAMYN PV504484 CLASSROOM/OFFICE SUPPLIES PV504484 MILEAGE/PERSONAL EXP REIMB PV504484 PROFESSIONAL DEVELOPMENT Sub total: 383.90 81 81076149 05/14/2015 TRUSTMARK VOLUNTARY BENEFIT AD PV504498 LIFE INSURANCE PV504498 OTHER INSURANCE Sub total: 5,828.14 81 81076150 05/14/2015 YOUNG AMES, ROBIN PV504495 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81076151 05/14/2015 MCGUIRE, RACHEL PO226187 REIMBURSE ORCHESTRA SUPPLIES Sub total: 1,117.01 81 81076152 05/14/2015 MOBILE MODULAR PO150971 MODULAR BUILDING RENTAL Sub total: 641.35 81 81076153 05/14/2015 OFFICE DEPOT PO150927 Office Supplies PO150927 Office Supplies PO150927 Office Supplies PO150927 Office Supplies PO150927 Office Supplies PO150999 Office Supplies PO150999 Office Supplies PO150136 Paper, Office Supplies PO150136 Paper, Office Supplies PO150896 Office Supplies PO150968 Office Supplies PO150617 Office Supplies PO150617 Office Supplies PO150617 Office Supplies PO150617 Office Supplies Sub total: 2,086.77 81 81076154 05/14/2015 SAN MATEO COUNTY TRANST DIST PO150568 BUS PASSES Sub total: 5,200.00 81 81076155 05/14/2015 SHARP BUSINESS SYSTEMS PO150319 SHARP COPIER MAINTENANCE Sub total: 68.48

50

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 50 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076156 05/14/2015 SOUTHWEST SCHOOL AND OFFICE PO150415 CLASSROOM/OFFICE SUPPLIES PO150212 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150919 CLASSROOM/OFFICE SUPPLIES PO150919 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES PO150526 CLASSROOM/OFFICE SUPPLIES Sub total: 1,843.72 81 81076157 05/14/2015 WELLS FARGO FINANCIAL LEASING PO150684 SHARP COPIER LEASE PO150502 SHARP COPIER LEASE Sub total: 2,027.11 81 81076158 05/14/2015 WORKSPACE CONNEXIONS LLC PO225653 DESKS FOR JLS MAIN OFFICE PO225653 DESKS FOR JLS MAIN OFFICE Sub total: 3,895.35 81 81076159 05/14/2015 ALTEN CONSTRUCTION INC CM500112 IMPROVEMENT OF BLDGS PO116550 paly new theater PO116550 paly new theater Sub total: 1,023,320.94 81 81076160 05/14/2015 BANK OF MARIN PV504515 IMPROVEMENT OF BLDGS Sub total: 53,858.90 81 81076161 05/14/2015 DELL COMPUTERS PO890331 dell chromebook PO890331 dell chromebook PO890331 dell chromebook Sub total: 31,647.19 81 81076162 05/14/2015 DLM ARCHITECTURE PO115087 ARCHITECTURAL SVC PO115087 ARCHITECTURAL SVC PO115087 ARCHITECTURAL SVC PO116210 ARCHITECTURAL SVC PO116210 ARCHITECTURAL SVC Sub total: 11,835.00 81 81076163 05/14/2015 JP PAVING & GRADING INC. PO878073 addison paving Sub total: 1,400.00 81 81076164 05/14/2015 MACKE WATER SYSTEMS PO113543 water Sub total: 27.19

51

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 51 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076165 05/14/2015 MAX INTERACTIVE INC PO890322 case for ipad Sub total: 5,512.50 81 81076166 05/14/2015 MOBILE MODULAR PO116536 modular rent PO878018 portable from MA PO807603 lease 587152,587156 PO878010 MODULAR BUILDING 30583 Sub total: 1,516.08 81 81076167 05/14/2015 NATIONAL ELECTRIC PO116672 electrical Sub total: 2,348.00 81 81076168 05/14/2015 NINYO & MOORE PO116662 testing Sub total: 1,736.75 81 81076169 05/14/2015 AUS WEST LOCKBOX PV504522 CLASSROOM/OFFICE SUPPLIES Sub total: 50.32 81 81076170 05/14/2015 BROWN, SHARON PV504526 CLASSROOM/OFFICE SUPPLIES PV504526 CLASSROOM/OFFICE SUPPLIES PV504526 CLASSROOM/OFFICE SUPPLIES PV504526 CLASSROOM/OFFICE SUPPLIES PV504526 CLASSROOM/OFFICE SUPPLIES PV504526 CLASSROOM/OFFICE SUPPLIES PV504526 PROFESSIONAL DEVELOPMENT PV504526 ACCTS PAYABLE-USE TAX PV504526 CLASSROOM/OFFICE SUPPLIES Sub total: 517.47 81 81076171 05/14/2015 CARNES, HELEN PV504517 PROFESSIONAL DEVELOPMENT Sub total: 1,208.00 81 81076172 05/14/2015 CITY OF PALO ALTO UTILITIES PO150160 DARK FIBER OPTIC NON RECURRING Sub total: 1,664.68 81 81076173 05/14/2015 DUFFY, MAUREEN PV504523 CLASSROOM/OFFICE SUPPLIES Sub total: 88.27 81 81076174 05/14/2015 FELDSTEIN, DARLENE PV504518 CLASSROOM/OFFICE SUPPLIES PV504518 CLASSROOM/OFFICE SUPPLIES

52

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 52 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504518 CLASSROOM/OFFICE SUPPLIES PV504518 CLASSROOM/OFFICE SUPPLIES PV504518 ACCTS PAYABLE-USE TAX Sub total: 393.48 81 81076175 05/14/2015 KIGER, JALYNN PV504519 CLASSROOM/OFFICE SUPPLIES PV504519 CLASSROOM/OFFICE SUPPLIES PV504519 CLASSROOM/OFFICE SUPPLIES PV504519 ACCTS PAYABLE-USE TAX Sub total: 204.14 81 81076176 05/14/2015 KUKULUS, JOANN PV504525 CONTRACTED SERVICES Sub total: 75.00 81 81076177 05/14/2015 LUNA, DAFNE FAVIOLA PV504524 CONTRACTED SERVICES Sub total: 75.00 81 81076178 05/14/2015 NADIM, MARK PV504516 CLASSROOM/OFFICE SUPPLIES PV504516 CLASSROOM/OFFICE SUPPLIES PV504516 CLASSROOM/OFFICE SUPPLIES PV504516 ACCTS PAYABLE-USE TAX Sub total: 472.26 81 81076179 05/14/2015 PERRY, VICKIE PV504520 CLASSROOM/OFFICE SUPPLIES Sub total: 151.91 81 81076180 05/14/2015 PETERS, CINDY PV504511 CLASSROOM/OFFICE SUPPLIES Sub total: 327.95 81 81076181 05/14/2015 RAMAKRISHNAN, BALA PV504513 CLASSROOM/OFFICE SUPPLIES PV504513 CLASSROOM/OFFICE SUPPLIES Sub total: 109.04 81 81076182 05/14/2015 RAYKO PHOTO CENTER PV504480 PROFESSIONAL DEVELOPMENT Sub total: 275.00 81 81076183 05/14/2015 SCHERER, JOAN PV504514 CLASSROOM/OFFICE SUPPLIES Sub total: 226.95 81 81076184 05/14/2015 ST JOHN, BERNADETTE PV504521 MILEAGE/PERSONAL EXP REIMB PV504521 MILEAGE/PERSONAL EXP REIMB Sub total: 84.30

53

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 53 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076185 05/14/2015 TABRON, JESSICA PV504512 CLASSROOM/OFFICE SUPPLIES PV504512 CLASSROOM/OFFICE SUPPLIES Sub total: 117.28 81 81076186 05/14/2015 ALLMAC PO150922 REPAIRS & MAC ITEMS PO150922 REPAIRS & MAC ITEMS PO150922 REPAIRS & MAC ITEMS PO150922 REPAIRS & MAC ITEMS PO150922 REPAIRS & MAC ITEMS Sub total: 619.50 81 81076187 05/14/2015 HAROLD BROWN PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE PO150783 TELEPHONE MAINTENANCE/SERVICE Sub total: 2,937.01 81 81076188 05/14/2015 MICRON CPG PO653323 UPGRADE FOR MACBOOK Sub total: 69.59 81 81076189 05/14/2015 NORTHSTAR AV PO653312 SMARTBOARD OEM LAMP Sub total: 1,381.13 81 81076190 05/14/2015 OSHMAN FAMILY JEWISH CENTER PO226192 OFJCC Rental Agreement Sub total: 2,100.00 81 81076191 05/14/2015 WITTFITT LLC PO226092 HOKKI STOOLS PO226092 HOKKI STOOLS PO226092 HOKKI STOOLS Sub total: 483.00 81 81076192 05/14/2015 ABC CLIO LLC PO226095 subscriptions-gunn library PO226095 subscriptions-gunn library Sub total: 2,268.00 81 81076193 05/14/2015 APPLE COMPUTER INC PO653320 VOLUME PURCHASE PROGRAM CREDIT Sub total: 240.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 54 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076194 05/14/2015 BIO RAD LABS INC PO226070 Chemicals Sub total: 195.30 81 81076195 05/14/2015 BRIDGEPOINT MUSIC LLC PO226183 JLS BAND EQUIPMENT Sub total: 2,613.26 81 81076196 05/14/2015 BRINKS INC PO150634 ARMORED CAR SERVICE Sub total: 463.17 81 81076197 05/14/2015 CANON SOLUTIONS AMERICA INC PO150251 COPIER LEASE Sub total: 1,965.26 81 81076198 05/14/2015 CDW GOVERNMENT INC PO653309 ROLLERMOUSE/KEYBOARD PO653309 ROLLERMOUSE/KEYBOARD Sub total: 359.86 81 81076199 05/14/2015 CLAY PLANET PO150754 Clay & Supplies Sub total: 144.94 81 81076200 05/14/2015 COLLEGE BOARD PO225688 DREAM DEFERRED CONFERENCE PO225636 PREPARATE CONFERENCE PO225707 PREPARATE CONFERENCE REGISTRA Sub total: 2,630.00 81 81076201 05/14/2015 CORDERO, BRIAN PO226098 Reimbursement PO226098 Reimbursement PO226098 Reimbursement PO226098 Reimbursement PO226098 Reimbursement PO226098 Reimbursement Sub total: 2,414.88 81 81076202 05/14/2015 DREAM CATCHERS PO150501 AFTER SCHOOL TUTORING/MENTOR Sub total: 15,000.00 81 81076203 05/14/2015 FISHER SCIENTIFIC PO226071 Soil kit Sub total: 178.23 81 81076204 05/14/2015 FLINN SCIENTIFIC INC PO226073 Science supplies Sub total: 1,549.25

55

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 55 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076205 05/14/2015 FOLLETT SCHOOL SOLUTIONS PO150729 Library Materials PO150742 MISC LIBRARY BOOKS Sub total: 755.42 81 81076206 05/14/2015 KELLY PAPER PO150237 Copy Paper PO150699 Paper Supplies Sub total: 1,032.25 81 81076207 05/14/2015 LIGHTSPEED TECHNOLOGIES INC PO653317 INSTALL TCAS/TOPCATS PO653316 MICROPHONE/SPEAKERS Sub total: 8,616.79 81 81076208 05/14/2015 RUFUS ACOSTA PO226188 INSTRUMENT REPAIRS Sub total: 1,830.00 81 81076209 05/14/2015 ALGER, TIMOTHY PO225563 REIMBURSE PER MEDIATED AGREEMN Sub total: 2,577.50 81 81076210 05/14/2015 GREENACRE HOMES PO150272 NON PUBLIC SCHOOL Sub total: 4,316.52 81 81076211 05/14/2015 TLC CHILD & FAMILY SERVICES PO150640 Therapy PO150640 Therapy Sub total: 11,728.46 81 81076212 05/15/2015 CITY OF PALO ALTO PO226223 Final Payment JMZ classes Sub total: 5,762.00 81 81076213 05/15/2015 MACKE WATER SYSTEMS PO150094 WATER DISPENSER LEASE/MAINTENA Sub total: 27.13 81 81076214 05/15/2015 MADCO WELD SUPPLY PO150396 Welding Supplies Sub total: 10.00 81 81076215 05/15/2015 MAX INTERACTIVE INC PO653326 CASE FOR IPAD AIR Sub total: 276.00 81 81076216 05/15/2015 MAXIM STAFFING SOLUTIONS PO150168 NURSE Sub total: 610.13

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 56 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076217 05/15/2015 NASCO MODESTO PO150270 ART SUPPLIES Sub total: 176.31 81 81076218 05/15/2015 NATIONAL AQUATIC SERVICES INC PO226210 NAS Employee Fill In PO226209 NAS SERVICE ROUTE FILL IN Sub total: 3,022.00 81 81076219 05/15/2015 NATIONAL EQUITY PROJECT PO226211 COACHING FOR EQUITY CONFERENCE Sub total: 2,400.00 81 81076220 05/15/2015 NILES BIOLOGICAL PO150929 MATERIALS AND SUPPLIES PO150929 MATERIALS AND SUPPLIES PO150929 MATERIALS AND SUPPLIES PO150929 MATERIALS AND SUPPLIES PO150929 MATERIALS AND SUPPLIES PO150929 MATERIALS AND SUPPLIES Sub total: 677.25 81 81076221 05/15/2015 NOKES, ERIN PO150178 EDUCATIONAL AUDIOLOGIST Sub total: 2,700.00 81 81076222 05/15/2015 NORTHWESTERN UNIVERSITY PO226182 FUSE 2015-0002 PO226182 FUSE 2015-0002 PO226182 FUSE 2015-0002 PO226182 FUSE 2015-0002 PO226182 FUSE 2015-0002 Sub total: 17,830.00 81 81076223 05/15/2015 PHONAK PO226116 FM Equip Sub total: 2,468.55 81 81076224 05/15/2015 SAFETY KLEEN SYSTEMS PO150050 Hazardous Waste Pickup & Svc Sub total: 1,382.23 81 81076225 05/15/2015 SAFEWAY STORES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES

57

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 57 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES Sub total: 825.29 81 81076226 05/15/2015 SEQUOIA UNION HIGH SCH DIST PO226216 BAND TRANSPORT SARATOGA HS Sub total: 1,100.06 81 81076227 05/15/2015 SILVERMAN, MORTON PO226206 Honorarium Suicide Prevention Sub total: 1,000.00 81 81076228 05/15/2015 SODEXO INC & AFFILIATES PO150843 NUTRITION SVCS MANAGEMENT PO150843 NUTRITION SVCS MANAGEMENT PO150843 NUTRITION SVCS MANAGEMENT Sub total: 110,153.05 81 81076229 05/15/2015 TROXELL COMMUNICATIONS INC PO653330 PROJECTOR Sub total: 867.83 81 81076230 05/15/2015 WESTFRESH CATERING PO226208 Catered Lunch for Meeting Sub total: 506.63 81 81076231 05/15/2015 WYMAN, PETER ALLEN PO226205 Honorarium Suicide Prevention Sub total: 1,000.00 81 81076232 05/15/2015 YMCA OF SILICON VALLEY PO226228 YMCA PO226228 YMCA Sub total: 4,542.50 81 81076233 05/15/2015 YMCA OF SILICON VALLEY PO225341 NOON SPORTS/AFTERSCH FRIDAYS Sub total: 1,893.33

58

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 58 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076234 05/15/2015 BERMAN, CHERYL PV504562 PARCEL TAXES Sub total: 638.00 81 81076235 05/15/2015 BRAVERMAN, ASHLEY PV504529 MILEAGE/PERSONAL EXP REIMB Sub total: 25.13 81 81076236 05/15/2015 CARLISLE, ANDREA PV504565 CLASSROOM/OFFICE SUPPLIES Sub total: 55.16 81 81076237 05/15/2015 CHEN, JEN-HWA & CHIU-CHU LIN PV504563 PARCEL TAXES Sub total: 638.00 81 81076238 05/15/2015 CHILDRESS, MARY PV504527 CLASSROOM/OFFICE SUPPLIES Sub total: 23.91 81 81076239 05/15/2015 CUNDALL, SHERI PV504550 CONTRACTED SERVICES PV504550 CONTRACTED SERVICES Sub total: 252.00 81 81076240 05/15/2015 DESTEFANO, ANNETTE PV504542 CLASSROOM/OFFICE SUPPLIES PV504542 CLASSROOM/OFFICE SUPPLIES PV504542 CLASSROOM/OFFICE SUPPLIES PV504576 CLASSROOM/OFFICE SUPPLIES PV504542 ACCTS PAYABLE-USE TAX Sub total: 341.83 81 81076241 05/15/2015 DIAMOND ELEVATOR INC PV504545 CONTRACTED SERVICES Sub total: 435.00 81 81076242 05/15/2015 DOG WASTE DEPOT PV504546 MAINT/OPERATIONS SUPPLIES Sub total: 432.83 81 81076243 05/15/2015 DORAN, SUZANNE PV504568 CLASSROOM/OFFICE SUPPLIES PV504568 CLASSROOM/OFFICE SUPPLIES PV504568 CLASSROOM/OFFICE SUPPLIES PV504568 ACCTS PAYABLE-USE TAX Sub total: 64.49 81 81076244 05/15/2015 EL CAJON PROJECT INC. PV504530 CONTRACTED SERVICES Sub total: 429.00

59

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 59 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076245 05/15/2015 FISHER, SHARON PV504555 CLASSROOM/OFFICE SUPPLIES Sub total: 59.96 81 81076246 05/15/2015 FLYNN, JULIE PV504570 CLASSROOM/OFFICE SUPPLIES Sub total: 179.30 81 81076247 05/15/2015 FRIES, MARIELUISE PV504548 CLASSROOM/OFFICE SUPPLIES PV504548 CONTRACTED SERVICES Sub total: 882.93 81 81076248 05/15/2015 GALE/CENGAGE LEARNING PV504538 PREPAID EXPENDITURES Sub total: 50.00 81 81076249 05/15/2015 GATES, MARTHA PV504549 CLASSROOM/OFFICE SUPPLIES Sub total: 95.00 81 81076250 05/15/2015 GODDARD, TERRI PV504533 CLASSROOM/OFFICE SUPPLIES Sub total: 380.38 81 81076251 05/15/2015 GOLDSWORTHY, ERICA PV504536 CLASSROOM/OFFICE SUPPLIES Sub total: 94.88 81 81076252 05/15/2015 GRALEN, PAUL PV504543 CLASSROOM/OFFICE SUPPLIES PV504543 CLASSROOM/OFFICE SUPPLIES PV504564 CLASSROOM/OFFICE SUPPLIES PV504543 ACCTS PAYABLE-USE TAX Sub total: 129.66 81 81076253 05/15/2015 HAO, YANPENG PV504551 FOOD SERVICES SALES Sub total: 63.75 81 81076254 05/15/2015 HOLMES, BAYARD PV504560 PARCEL TAXES Sub total: 638.00 81 81076255 05/15/2015 JOHNSON, TEDDY PV504547 CLASSROOM/OFFICE SUPPLIES Sub total: 373.87 81 81076256 05/15/2015 JOYCE, NATALIE PV504532 CLASSROOM/OFFICE SUPPLIES Sub total: 255.09

60

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 60 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076257 05/15/2015 JUE, STEPHEN PV504573 CLASSROOM/OFFICE SUPPLIES Sub total: 299.22 81 81076258 05/15/2015 KAGANOVICH, ANATOL PV504561 PARCEL TAXES Sub total: 638.00 81 81076259 05/15/2015 KURN, NURITH PV504557 PARCEL TAXES Sub total: 638.00 81 81076260 05/15/2015 LEE, KENNY PV504539 CONTRACTED SERVICES Sub total: 434.00 81 81076261 05/15/2015 LEW, ANGIE PV504553 MILEAGE/PERSONAL EXP REIMB Sub total: 27.83 81 81076262 05/15/2015 MCGUIRE, RACHEL PV504535 CLASSROOM/OFFICE SUPPLIES Sub total: 240.00 81 81076263 05/15/2015 NOSEK, CHRISTINA PV504552 MILEAGE/PERSONAL EXP REIMB PV504552 MILEAGE/PERSONAL EXP REIMB Sub total: 67.79 81 81076264 05/15/2015 PAPP, SUSAN PV504528 CLASSROOM/OFFICE SUPPLIES Sub total: 58.32 81 81076265 05/15/2015 PAUSD PV504537 PREPAID EXPENDITURES Sub total: 1,250.00 81 81076266 05/15/2015 PERRY, VICKIE PV504544 CLASSROOM/OFFICE SUPPLIES Sub total: 65.01 81 81076267 05/15/2015 PICKERING, JUDY PV504554 CLASSROOM/OFFICE SUPPLIES Sub total: 52.44 81 81076268 05/15/2015 PIERCE, SARAH PV504567 CLASSROOM/OFFICE SUPPLIES PV504574 CLASSROOM/OFFICE SUPPLIES Sub total: 301.64 81 81076269 05/15/2015 PORCELLA, CATERINA PV504572 CLASSROOM/OFFICE SUPPLIES

61

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 61 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504572 CLASSROOM/OFFICE SUPPLIES PV504572 CLASSROOM/OFFICE SUPPLIES PV504572 ACCTS PAYABLE-USE TAX Sub total: 327.77 81 81076270 05/15/2015 RABBIE, JUDITH PV504559 PARCEL TAXES Sub total: 638.00 81 81076271 05/15/2015 RAINEY, VALERIE PV504531 CLASSROOM/OFFICE SUPPLIES Sub total: 109.92 81 81076272 05/15/2015 RICHARD, DARYL PV504575 CLASSROOM/OFFICE SUPPLIES PV504577 CLASSROOM/OFFICE SUPPLIES Sub total: 185.65 81 81076273 05/15/2015 ROACH, HAL PV504569 CLASSROOM/OFFICE SUPPLIES PV504571 CLASSROOM/OFFICE SUPPLIES Sub total: 659.53 81 81076274 05/15/2015 SAVICKAS, STACY PV504540 CLASSROOM/OFFICE SUPPLIES Sub total: 155.80 81 81076275 05/15/2015 SHARAGA, GABRIELLE PV504566 CLASSROOM/OFFICE SUPPLIES PV504566 CLASSROOM/OFFICE SUPPLIES PV504566 CLASSROOM/OFFICE SUPPLIES PV504566 ACCTS PAYABLE-USE TAX Sub total: 146.34 81 81076276 05/15/2015 SINCLAIR, ROBERT PV504558 PARCEL TAXES Sub total: 638.00 81 81076277 05/15/2015 TASSA, BROOKE PV504541 CLASSROOM/OFFICE SUPPLIES Sub total: 401.38 81 81076278 05/15/2015 TSURUDA, CHERYL PV504578 CLASSROOM/OFFICE SUPPLIES PV504578 CLASSROOM/OFFICE SUPPLIES PV504578 CLASSROOM/OFFICE SUPPLIES PV504578 CLASSROOM/OFFICE SUPPLIES PV504578 ACCTS PAYABLE-USE TAX Sub total: 429.59 81 81076279 05/15/2015 YARBROUGH, FRENCH PV504534 CLASSROOM/OFFICE SUPPLIES

62

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 62 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504534 CLASSROOM/OFFICE SUPPLIES PV504534 CLASSROOM/OFFICE SUPPLIES PV504534 ACCTS PAYABLE-USE TAX Sub total: 786.47 81 81076280 05/15/2015 CONSTRUCTION INSPECTION SERV. PO115900 IOR Sub total: 1,500.00 81 81076281 05/15/2015 OFFICE DEPOT PO115405 supply 10-11 Sub total: 226.84 81 81076282 05/15/2015 RK & ASSOCIATES INC PO116670 ac Sub total: 15,831.40 81 81076283 05/15/2015 MILHOUS CHILDREN SERVICES INC PV504556 CONTRACTED SERVICES PV504556 CONTRACTED SERVICES Sub total: 11,042.92 81 81076284 05/15/2015 MORGAN CENTER PO150491 Special Ed Services Sub total: 13,134.25 81 81076285 05/15/2015 RICHARD CAPELOUTO & GINA MAYA PO226189 Agreement PO226189 Agreement PO226189 Agreement PO226189 Agreement Sub total: 38,000.00 81 81076286 05/15/2015 STARS HIGH SCHOOL PO150130 Mental Health Services Sub total: 723.75 81 81076287 05/15/2015 TLC CHILD & FAMILY SERVICES PO150640 Therapy Sub total: 2,429.29 81 81076288 05/15/2015 APPLE COMPUTER INC PO653328 POWER ADAPTER PO653325 IPAD AIR 2 PO653331 VOLUME VOUCHER PO150599 Supplies Sub total: 1,621.44 81 81076289 05/15/2015 AT&T PO150066 Telephone Services PO150066 Telephone Services Sub total: 2,426.06

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 63 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076290 05/15/2015 AT&T PO150066 Telephone Services Sub total: .32 81 81076291 05/15/2015 BUCKLES SMITH ELECTRIC DISTRIB PO150858 ELECTRICAL SUPPLIES Sub total: 158.47 81 81076292 05/15/2015 CHALLENGE SUCCESS PO226231 FALL 2015 AND SPRING 2016 CONF PO226231 FALL 2015 AND SPRING 2016 CONF Sub total: 15,600.00 81 81076293 05/15/2015 COMMUNICAID INC PO150807 Translation Sub total: 48.78 81 81076294 05/15/2015 ENGINEERING IS ELEMENTARY PO226096 5th grade science materials Sub total: 5,478.40 81 81076295 05/15/2015 EQUITY COLLABORATIVE LLC PO226207 Staff Session Prep & Facilitat Sub total: 8,750.00 81 81076296 05/15/2015 GARDENLAND POWER EQUIPMENT PO150209 Landscape Parts Sub total: 207.66 81 81076297 05/15/2015 GRAINGER PO150382 Misc Supplies Sub total: 122.32 81 81076298 05/15/2015 HANOVER RESEARCH COUNCIL PO225638 SERVICE AGREEMENT Sub total: 13,000.00 81 81076299 05/15/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES Sub total: 528.86 81 81076300 05/15/2015 HORIZON AUTOMATIC RAIN PO150289 SPRINKLER AND GROUNDS SUPPLIES Sub total: 67.35 81 81076301 05/15/2015 JP PAVING & GRADING INC. PO150183 RFQ #2 Asphalt, Concrete, etc Sub total: 386.00

64

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 64 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076302 05/15/2015 JW PEPPER & SON INC PO150257 SHEET MUSIC Sub total: 108.96 81 81076303 05/15/2015 KELLY MOORE PAINT CO INC PO150831 Paint and Supplies Sub total: 50.83 81 81076304 05/15/2015 LINCOLN EQUIPMENT CO PO226022 DIVING BOARD STAND Sub total: 10,470.25 81 81076305 05/15/2015 LUTHAR, SUNIYA S PO226204 Honorarium Suicide Prevention Sub total: 1,000.00 81 81076306 05/19/2015 ADA'S CAFE PV504650 CONTRACTED SERVICES PV504650 CONTRACTED SERVICES PV504607 CONTRACTED SERVICES Sub total: 1,503.32 81 81076307 05/19/2015 ALMANZAN, BELLA PV504587 CLASSROOM/OFFICE SUPPLIES Sub total: 249.31 81 81076308 05/19/2015 AT&T MOBILITY PV504592 TELEPHONE Sub total: 192.90 81 81076309 05/19/2015 BIMPSON, KATY PV504624 CLASSROOM/OFFICE SUPPLIES Sub total: 99.89 81 81076310 05/19/2015 BLACK, KATELYN PV504646 CLASSROOM/OFFICE SUPPLIES Sub total: 25.46 81 81076311 05/19/2015 BOOKS INC. PV504640 CLASSROOM/OFFICE SUPPLIES Sub total: 208.98 81 81076312 05/19/2015 BOWMAN, ERIK PV504599 CLASSROOM/OFFICE SUPPLIES Sub total: 446.94 81 81076313 05/19/2015 BULAN, JOHN PV504579 CLASSROOM/OFFICE SUPPLIES Sub total: 1,413.70 81 81076314 05/19/2015 CAFFE CARRELLO PV504643 CONTRACTED SERVICES Sub total: 325.00

65

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 65 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076315 05/19/2015 CALANO, TERESA PV504608 MILEAGE/PERSONAL EXP REIMB Sub total: 55.20 81 81076316 05/19/2015 CITY OF PALO ALTO PV504635 OTHER PERMITS/FEES PV504633 OTHER PERMITS/FEES Sub total: 76.00 81 81076317 05/19/2015 CURRY, ERIN PV504618 CLASSROOM/OFFICE SUPPLIES Sub total: 152.00 81 81076318 05/19/2015 DAULER, DENISE PV504584 CLASSROOM/OFFICE SUPPLIES Sub total: 47.10 81 81076319 05/19/2015 DE LIMA, KERRY PV504654 CLASSROOM/OFFICE SUPPLIES Sub total: 61.12 81 81076320 05/19/2015 EASTON, LAURA PV504641 CLASSROOM/OFFICE SUPPLIES PV504641 CLASSROOM/OFFICE SUPPLIES Sub total: 444.18 81 81076321 05/19/2015 EXPLORATORIUM PV504623 CONTRACTED SERVICES Sub total: 3,600.00 81 81076322 05/19/2015 FITZHUGH, ANGELINA PV504598 CLASSROOM/OFFICE SUPPLIES PV504603 CLASSROOM/OFFICE SUPPLIES PV504603 CLASSROOM/OFFICE SUPPLIES PV504603 ACCTS PAYABLE-USE TAX Sub total: 190.00 81 81076323 05/19/2015 FOWLER, SHERRYL PV504610 MILEAGE/PERSONAL EXP REIMB Sub total: 145.13 81 81076324 05/19/2015 FOX, PENNY PV504652 CONTRACTED SERVICES Sub total: 150.00 81 81076325 05/19/2015 GODDARD, TERRI PV504594 CLASSROOM/OFFICE SUPPLIES Sub total: 225.83 81 81076326 05/19/2015 GOLE, LAVEENA PV504589 CLASSROOM/OFFICE SUPPLIES Sub total: 104.63

66

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 66 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076327 05/19/2015 HART, RENE PV504630 CLASSROOM/OFFICE SUPPLIES Sub total: 13.93 81 81076328 05/19/2015 HYMES, NORMA PV504613 CLASSROOM/OFFICE SUPPLIES Sub total: 351.74 81 81076329 05/19/2015 JACKSON, ROSANNA PV504585 CLASSROOM/OFFICE SUPPLIES PV504585 CLASSROOM/OFFICE SUPPLIES PV504585 CLASSROOM/OFFICE SUPPLIES PV504585 ACCTS PAYABLE-USE TAX Sub total: 178.02 81 81076330 05/19/2015 JAIN, DEEPTY PV504611 CONTRACTED SERVICES Sub total: 80.00 81 81076331 05/19/2015 JOHNSON, CHRIS PV504616 PREPAID EXPENDITURES Sub total: 725.00 81 81076332 05/19/2015 KAGEYAMA, AMY PV504588 CLASSROOM/OFFICE SUPPLIES Sub total: 200.00 81 81076333 05/19/2015 KAPPELER-HURLEY, TABITHA PV504581 CLASSROOM/OFFICE SUPPLIES PV504581 CLASSROOM/OFFICE SUPPLIES Sub total: 227.05 81 81076334 05/19/2015 KAVANAGH, HEATHER PV504609 MILEAGE/PERSONAL EXP REIMB Sub total: 95.62 81 81076335 05/19/2015 KEENAN AND ASSOCIATES PO150769 WORKERS COMP MONTHLY ADMIN FEE Sub total: 5,428.37 81 81076336 05/19/2015 KIGER, JALYNN PV504612 CONTRACTED SERVICES Sub total: 40.00 81 81076337 05/19/2015 KING, REBECCA PV504597 CLASSROOM/OFFICE SUPPLIES Sub total: 209.12 81 81076338 05/19/2015 KNAACK, KIM PV504645 PROFESSIONAL DEVELOPMENT Sub total: 658.25

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 67 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076339 05/19/2015 KWOLEK, ANN PV504637 CLASSROOM/OFFICE SUPPLIES PV504637 CLASSROOM/OFFICE SUPPLIES PV504637 CLASSROOM/OFFICE SUPPLIES PV504637 ACCTS PAYABLE-USE TAX Sub total: 714.88 81 81076340 05/19/2015 LA PLACE, PIER ANGELI PV504580 CLASSROOM/OFFICE SUPPLIES Sub total: 193.66 81 81076341 05/19/2015 LARGENT, DIANA PV504590 CLASSROOM/OFFICE SUPPLIES PV504590 CLASSROOM/OFFICE SUPPLIES PV504590 CLASSROOM/OFFICE SUPPLIES PV504590 ACCTS PAYABLE-USE TAX Sub total: 266.16 81 81076342 05/19/2015 LEE, JAEJIN PV504593 CLASSROOM/OFFICE SUPPLIES Sub total: 129.97 81 81076343 05/19/2015 MANOU, NIKOLE PV504638 CLASSROOM/OFFICE SUPPLIES PV504638 CLASSROOM/OFFICE SUPPLIES PV504638 CLASSROOM/OFFICE SUPPLIES PV504638 ACCTS PAYABLE-USE TAX Sub total: 92.13 81 81076344 05/19/2015 MATTSON, ERIN KEPLINGER PV504606 CLASSROOM/OFFICE SUPPLIES Sub total: 42.57 81 81076345 05/19/2015 MCCALMONT, STACEY PV504621 CLASSROOM/OFFICE SUPPLIES PV504621 CLASSROOM/OFFICE SUPPLIES PV504621 CLASSROOM/OFFICE SUPPLIES PV504621 ACCTS PAYABLE-USE TAX PV504604 CONTRACTED SERVICES Sub total: 1,010.00 81 81076346 05/19/2015 MCCOY, DIANE PV504586 CLASSROOM/OFFICE SUPPLIES Sub total: 91.79 81 81076347 05/19/2015 MCIVER, CHRISTINA PV504596 CLASSROOM/OFFICE SUPPLIES PV504596 CLASSROOM/OFFICE SUPPLIES PV504596 CLASSROOM/OFFICE SUPPLIES PV504596 ACCTS PAYABLE-USE TAX Sub total: 94.07

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 68 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076348 05/19/2015 MINAMI, JUNCO PV504648 CLASSROOM/OFFICE SUPPLIES PV504648 CLASSROOM/OFFICE SUPPLIES PV504648 CONTRACTED SERVICES PV504648 CONTRACTED SERVICES Sub total: 569.71 81 81076349 05/19/2015 MISSETT, KIRSTEN PV504619 CLASSROOM/OFFICE SUPPLIES PV504619 CLASSROOM/OFFICE SUPPLIES PV504619 CLASSROOM/OFFICE SUPPLIES PV504619 ACCTS PAYABLE-USE TAX Sub total: 200.00 81 81076350 05/19/2015 MUSIC THEATRE INTERNATIONAL PV504639 CLASSROOM/OFFICE SUPPLIES Sub total: 50.00 81 81076351 05/19/2015 NOSEK, CHRISTINA PV504615 CONTRACTED SERVICES Sub total: 756.56 81 81076352 05/19/2015 O'NEILL, SUSIE PV504602 CLASSROOM/OFFICE SUPPLIES Sub total: 196.41 81 81076353 05/19/2015 OCHI, KEN PV504644 CLASSROOM/OFFICE SUPPLIES Sub total: 750.40 81 81076354 05/19/2015 PALO ALTO USD PO150481 LIABILITY/PROPERTY CLAIMS Sub total: 6,177.71 81 81076355 05/19/2015 PAYFLEX PV504622 CONTRACTED SERVICES Sub total: 2,094.10 81 81076356 05/19/2015 PERLSTEIN, DAVID PV504617 CLASSROOM/OFFICE SUPPLIES Sub total: 93.33 81 81076357 05/19/2015 PERRY, VICKIE PV504620 CLASSROOM/OFFICE SUPPLIES PV504583 CONTRACTED SERVICES Sub total: 4,074.84 81 81076358 05/19/2015 RICE, GREG PV504642 CLASSROOM/OFFICE SUPPLIES PV504642 CLASSROOM/OFFICE SUPPLIES

69

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 69 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504642 CLASSROOM/OFFICE SUPPLIES PV504642 ACCTS PAYABLE-USE TAX Sub total: 188.41 81 81076359 05/19/2015 RICE, KATHLEEN PV504647 CLASSROOM/OFFICE SUPPLIES PV504647 CLASSROOM/OFFICE SUPPLIES PV504647 CLASSROOM/OFFICE SUPPLIES PV504647 ACCTS PAYABLE-USE TAX Sub total: 177.66 81 81076360 05/19/2015 ROCHA, JANINE PV504591 CLASSROOM/OFFICE SUPPLIES PV504591 CLASSROOM/OFFICE SUPPLIES PV504591 CLASSROOM/OFFICE SUPPLIES PV504591 ACCTS PAYABLE-USE TAX Sub total: 560.95 81 81076361 05/19/2015 SAKUMA, PAUL PV504601 CLASSROOM/OFFICE SUPPLIES Sub total: 61.22 81 81076362 05/19/2015 SANCHEZ, SHARON PV504605 MILEAGE/PERSONAL EXP REIMB Sub total: 65.09 81 81076363 05/19/2015 SCHWORETZKY, NAVNEET PV504625 CLASSROOM/OFFICE SUPPLIES PV504625 CLASSROOM/OFFICE SUPPLIES PV504625 ACCTS PAYABLE-USE TAX Sub total: 302.77 81 81076364 05/19/2015 SHAFFER, TORI PV504656 CLASSROOM/OFFICE SUPPLIES Sub total: 196.05 81 81076365 05/19/2015 THE COLLEGE BOARD, APAC PV504614 PREPAID EXPENDITURES PV504614 PREPAID EXPENDITURES PV504614 PREPAID EXPENDITURES PV504614 PREPAID EXPENDITURES PV504614 PREPAID EXPENDITURES PV504614 PREPAID EXPENDITURES Sub total: 1,535.00 81 81076366 05/19/2015 WARFEL, SIRINA PV504600 CLASSROOM/OFFICE SUPPLIES PV504600 CLASSROOM/OFFICE SUPPLIES PV504600 CLASSROOM/OFFICE SUPPLIES PV504600 ACCTS PAYABLE-USE TAX Sub total: 306.37

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 70 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076367 05/19/2015 WESTFRESH CATERING PV504582 CONTRACTED SERVICES PV504649 CONTRACTED SERVICES Sub total: 604.86 81 81076368 05/19/2015 WILSON, MARIANNE PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 ACCTS PAYABLE-USE TAX PV504655 CLASSROOM/OFFICE SUPPLIES PV504655 CONTRACTED SERVICES Sub total: 359.12 81 81076369 05/19/2015 WRIGHT, LISA PV504595 CLASSROOM/OFFICE SUPPLIES Sub total: 66.94 81 81076370 05/19/2015 YOUNG, PEARL PV504653 CLASSROOM/OFFICE SUPPLIES PV504653 CLASSROOM/OFFICE SUPPLIES PV504653 CLASSROOM/OFFICE SUPPLIES PV504653 ACCTS PAYABLE-USE TAX Sub total: 218.11 81 81076371 05/19/2015 MARINE SCIENCE INSTITUTE PO150756 FIELD TRIPS/CLASS PRESENTATION PO150756 FIELD TRIPS/CLASS PRESENTATION Sub total: 4,000.00 81 81076372 05/19/2015 OFFICE DEPOT PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO225950 STORAGE BOXES PO150022 Office Supplies PO150022 Office Supplies PO150022 Office Supplies PO150625 CLASSROOM/OFFICE SUPPLIES

71

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 71 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150625 CLASSROOM/OFFICE SUPPLIES PO150962 Office Supplies PO150962 Office Supplies PO150006 Office Supplies PO150006 Office Supplies PO150038 Office/Classroom Supplies PO151000 Office Supplies PO151000 Office Supplies PO150124 Office Supplies PO150124 Office Supplies PO150841 Office Supplies PO150841 Office Supplies PO150841 Office Supplies PO150841 Office Supplies PO150180 OFFICE SUPPLIES PO150180 OFFICE SUPPLIES PO150044 OFFICE SUPPLIES PO150436 Office Supplies PO150436 Office Supplies Sub total: 4,696.01 81 81076373 05/19/2015 PALO ALTO WEEKLY #189 PO150421 ADVERTISE ADULT SCH CLASSES Sub total: 3,526.30 81 81076374 05/19/2015 SAFEWAY STORES PO150161 GROCERIES PO150149 SCIENCE RESOURCE SUPPLIES Sub total: 112.95 81 81076375 05/19/2015 SCHOOL OUTFITTERS PO226105 COMPUTER TABLES Sub total: 3,998.10 81 81076376 05/19/2015 SHEAR, M. KATHERINE PO226249 HONORIUM FEE SUICIDE PREVENTN Sub total: 1,000.00 81 81076377 05/19/2015 STEEL FENCE SYSTEMS PO226250 CHAIN LINK FENCE REPAIR PO150349 Steel Fence Services Sub total: 3,788.00 81 81076378 05/19/2015 STEVE WEISS MUSIC INC PO226140 PERCUSSION INSTRUMENT SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 72 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO226140 PERCUSSION INSTRUMENT SUPPLIES PO226140 PERCUSSION INSTRUMENT SUPPLIES Sub total: 623.65 81 81076379 05/19/2015 YALE, KENNETH MYLES PO226002 CONSULTATION BELL SCHEDULE PO226002 CONSULTATION BELL SCHEDULE Sub total: 17,906.25 81 81076380 05/19/2015 ALLMAC PO150650 SVC/REPAIR APPLE COMPUTERS Sub total: 111.70 81 81076381 05/19/2015 MEDIA CENTER PO150225 TELEVISING BOARD MEETINGS PO150225 TELEVISING BOARD MEETINGS Sub total: 1,109.33 81 81076382 05/19/2015 MERIDIAN ID PO226075 JAGUAR JOURNEY TEES Sub total: 2,679.88 81 81076383 05/19/2015 NEW ENGLAND BELTING COMPANY PO225889 ELASTIC BELT PO225889 ELASTIC BELT PO225889 ELASTIC BELT PO225889 ELASTIC BELT Sub total: 98.30 81 81076384 05/19/2015 PALO ALTO WEEKLY PV504651 ADVERTISING-NON LEGAL Sub total: 504.00 81 81076385 05/19/2015 ROTO-ROOTER SERVICES CO PO150847 Plumbing & Drain Service PO150847 Plumbing & Drain Service PO150847 Plumbing & Drain Service PO150847 Plumbing & Drain Service PO150847 Plumbing & Drain Service Sub total: 1,881.50 81 81076386 05/19/2015 SAFEWAY STORES PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS PO150240 FOOD FOR COOKING CLASS

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 73 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150240 FOOD FOR COOKING CLASS Sub total: 352.30 81 81076387 05/19/2015 SCHOOL OUTFITTERS PO226113 STACK STOOLS Sub total: 125.77 81 81076388 05/19/2015 SPECULATIVE PRODUCT DESIGN LLC PO652963 IPAD AIR CASES PO652963 IPAD AIR CASES PO652963 IPAD AIR CASES PO652963 IPAD AIR CASES PO653066 FOLIO CASE FOR IPAD AIR PO652963 IPAD AIR CASES Sub total: 885.00 81 81076389 05/19/2015 STANFORD UNIV SCHOOL OF MED PO150622 Sources of Strength Program Sub total: 5,000.00 81 81076390 05/19/2015 STE CONSULTANTS LLC PO150170 BEHAVIOR ANALYST AND TECHNICIA Sub total: 1,194.00 81 81076391 05/19/2015 TENNIS WAREHOUSE PO225866 TENNIS BALLS PO225866 TENNIS BALLS PO225866 TENNIS BALLS PO225866 TENNIS BALLS Sub total: 1,160.87 81 81076392 05/19/2015 THEATREWORKS PO226266 PLAYING W/POETRY PROGRAM Sub total: 2,500.00 81 81076393 05/19/2015 UNITED REFRIGERATION INC PO150278 HVAC Supplies Sub total: 144.64 81 81076394 05/19/2015 WEST-LITE SUPPLY COMPANY INC PO150056 Electrical Materials and Suppl Sub total: 229.93 81 81076395 05/19/2015 YELLOW CHECKER CAB PO150559 TRANSPORTATION SVCS PO150559 TRANSPORTATION SVCS PO150559 TRANSPORTATION SVCS PO150559 TRANSPORTATION SVCS Sub total: 2,657.10 81 81076396 05/19/2015 ACHIEVE KIDS PO150489 Special Ed Services

74

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 74 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services PO150489 Special Ed Services Sub total: 48,877.00 81 81076397 05/19/2015 ASHBY, CHARMON PO150379 SPEECH & LANGUAGE SPECIALIST Sub total: 1,260.00 81 81076398 05/19/2015 GENERATION SENSE LLC PO150384 OCCUPATIONAL THERAPIST Sub total: 390.00 81 81076399 05/19/2015 LYSAGHT, MICHAEL PO150673 COUNSELING SERVICES Sub total: 1,260.00 81 81076400 05/19/2015 MID-PENINSULA HIGH SCHOOL PO226243 mid pen tuition Sub total: 3,093.00 81 81076401 05/19/2015 PACIFIC AUTISM CENTER PO150705 Non Public School PO150705 Non Public School Sub total: 14,725.50 81 81076402 05/19/2015 REEVES, LAURA PV504626 MILEAGE/PERSONAL EXP REIMB PV504627 MILEAGE/PERSONAL EXP REIMB PV504628 MILEAGE/PERSONAL EXP REIMB PV504629 MILEAGE/PERSONAL EXP REIMB PV504631 MILEAGE/PERSONAL EXP REIMB PV504632 MILEAGE/PERSONAL EXP REIMB PV504634 MILEAGE/PERSONAL EXP REIMB PV504636 MILEAGE/PERSONAL EXP REIMB Sub total: 637.64 81 81076403 05/19/2015 STANBRIDGE ACADEMY PO150372 TUITON Sub total: 320.00 81 81076404 05/19/2015 A VACUUM AND SEWING HOSPITAL PO150516 Vacuum Repairs & Accessories PO150516 Vacuum Repairs & Accessories PO150516 Vacuum Repairs & Accessories Sub total: 402.69

75

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 75 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076405 05/19/2015 AIR FILTER CONTROL PO150281 HVAC Supplies Sub total: 1,322.04 81 81076406 05/19/2015 ALL STAR CPR PO150065 Training & Materials Sub total: 810.00 81 81076407 05/19/2015 APPLE COMPUTER INC PO653325 IPAD AIR 2 PO653324 MACBOOK AIR Sub total: 6,542.25 81 81076408 05/19/2015 BADMINTON ALLEY PO226234 ATHLETIC EXPENSE - BADMINTON Sub total: 1,979.25 81 81076409 05/19/2015 BARRON PARK SUPPLY CO PO150290 PLUMBING & ELECTRICAL SUPPLIES Sub total: 363.61 81 81076410 05/19/2015 BLICK ART MATERIALS PO226023 ART SUPPLIES Sub total: 232.70 81 81076411 05/19/2015 CAL STEAM PO150296 PLUMBING SUPPLIES Sub total: 115.10 81 81076412 05/19/2015 CAMBIUM LEARNING INC PO225628 STEP UP TO WRITING Sub total: 38.95 81 81076413 05/19/2015 CDW GOVERNMENT INC PO653318 LG CHROMEBASE W/LICENSE Sub total: 1,020.00 81 81076414 05/19/2015 CRANE PEST CONTROL PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control

76

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 76 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control PO150784 Pest Control Sub total: 6,132.00 81 81076415 05/19/2015 CUMMINS-ALLISON CORPORATION PO150984 Money Counting Machine Service Sub total: 751.55 81 81076416 05/19/2015 CUPERTINO SUPPLY PO150279 Plumbing Parts Sub total: 255.65 81 81076417 05/19/2015 EWING IRRIGATION PO150182 Irrigation Supplies PO150182 Irrigation Supplies Sub total: 600.57 81 81076418 05/19/2015 FIVE TOWN COMMUNITIES THAT CAR PO226268 HONORAIUM FEE SUICIDE PREVENT Sub total: 1,000.00 81 81076419 05/19/2015 FLAGHOUSE INC PO225991 CLASSROOM SUPPLIES Sub total: 386.15 81 81076420 05/19/2015 FLINN SCIENTIFIC INC PO226069 Supplies for Gunn Science Dept PO226069 Supplies for Gunn Science Dept Sub total: 252.86 81 81076421 05/19/2015 FLINT CENTER PO225818 Baccalaureate Rental Sub total: 12,911.00 81 81076422 05/19/2015 FOLLETT SCHOOL SOLUTIONS PO226006 LIBRARY BOOKS PROCESSING Sub total: 256.32 81 81076423 05/19/2015 FRYS ELECTRONICS PO150218 Computer Supplies & Service Sub total: 86.99 81 81076424 05/19/2015 GARDENLAND POWER EQUIPMENT PO150209 Landscape Parts Sub total: 109.05 81 81076425 05/19/2015 GEARY PACIFIC SUPPLY PO226256 HT PUMP Sub total: 6,508.43

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 77 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076426 05/19/2015 GENERAL HARDWARE AND SUPPLY IN PO150315 Maintenance Supplies PO150315 Maintenance Supplies Sub total: 49.13 81 81076427 05/19/2015 GOETZ BROS PO226233 BASEBALL BALLS/HELMETS Sub total: 1,676.97 81 81076428 05/19/2015 HILLYARD / SAN FRANCISCO PO500685 CLEANING SUPPLIES Sub total: 9,969.35 81 81076429 05/19/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES Sub total: 421.56 81 81076430 05/19/2015 JW PEPPER & SON INC PO150220 SHEET MUSIC AND SUPPLIES PO150220 SHEET MUSIC AND SUPPLIES PO150220 SHEET MUSIC AND SUPPLIES PO150220 SHEET MUSIC AND SUPPLIES PO150220 SHEET MUSIC AND SUPPLIES PO150158 INSTRUCTIONAL MATERIALS PO150156 MUSIC SUPPLIES Sub total: 975.91 81 81076431 05/19/2015 KELLER, SCOTT & ELAINE PO226242 keller Sub total: 2,419.75 81 81076432 05/19/2015 KELLY PAPER PO150942 Copy Paper PO150942 Copy Paper PO150942 Copy Paper PO150942 Copy Paper PO150942 Copy Paper PO150699 Paper Supplies Sub total: 3,675.31 81 81076433 05/19/2015 LAKESHORE LEARNING PO401926 CUBBIE STORAGE UNITS Sub total: 650.87 81 81076434 05/19/2015 HERRING & ROBINSON PV504657 RENTALS, LEASES, & REPAIRS Sub total: 255.61

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 78 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076435 05/21/2015 ALISON MORANTZ & DAN WOHL PV504672 CONTRACTED SERVICES Sub total: 14,446.00 81 81076436 05/21/2015 BALSAM, MILLIE PV504716 CLASSROOM/OFFICE SUPPLIES Sub total: 164.93 81 81076437 05/21/2015 BAY AREA DISC ASSOCIATION PV504666 CONTRACTED SERVICES Sub total: 300.00 81 81076438 05/21/2015 BRAHIC, BEVERLEY PV504682 PARCEL TAXES Sub total: 638.00 81 81076439 05/21/2015 CALIFORNIA SPORT DESIGN PV504701 CLASSROOM/OFFICE SUPPLIES Sub total: 241.43 81 81076440 05/21/2015 CALLAHAN, SUZANNE PV504691 PARCEL TAXES Sub total: 638.00 81 81076441 05/21/2015 CASTRO, GLADIA PV504696 CONTRACTED SERVICES Sub total: 40.00 81 81076442 05/21/2015 CHEN, THERESA LIU PV504686 PARCEL TAXES Sub total: 638.00 81 81076443 05/21/2015 CITY OF PALO ALTO UTILITIES PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities

79

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 79 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities Sub total: 107,809.74 81 81076444 05/21/2015 CUNDALL, SHERI PV504719 CLASSROOM/OFFICE SUPPLIES PV504719 CLASSROOM/OFFICE SUPPLIES PV504719 CLASSROOM/OFFICE SUPPLIES PV504719 ACCTS PAYABLE-USE TAX Sub total: 688.06 81 81076445 05/21/2015 DAVIS, CLAUDIA PV504670 CLASSROOM/OFFICE SUPPLIES PV504670 CLASSROOM/OFFICE SUPPLIES PV504670 CLASSROOM/OFFICE SUPPLIES PV504670 ACCTS PAYABLE-USE TAX PV504670 CLASSROOM/OFFICE SUPPLIES Sub total: 2,320.27 81 81076446 05/21/2015 DEPT OF INDUSTRIAL RELATIONS PV504708 OTHER PERMITS/FEES PV504708 OTHER PERMITS/FEES Sub total: 350.00 81 81076447 05/21/2015 EBIX INC PV504669 PREPAID EXPENDITURES PV504669 CONTRACTED SERVICES Sub total: 490.50

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 80 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076448 05/21/2015 FATEHI, TAHER AND ZUBI PV504678 PARCEL TAXES Sub total: 638.00 81 81076449 05/21/2015 FEREJOHN, SALLY PV504679 PARCEL TAXES Sub total: 638.00 81 81076450 05/21/2015 FOX, PENNY PV504699 CONTRACTED SERVICES Sub total: 150.00 81 81076451 05/21/2015 FRIDMAN, LEONID PV504684 PARCEL TAXES Sub total: 638.00 81 81076452 05/21/2015 GILBERT, TERI PV504698 CLASSROOM/OFFICE SUPPLIES Sub total: 82.87 81 81076453 05/21/2015 GIOVANNI, CYNTHIA PV504685 PARCEL TAXES Sub total: 638.00 81 81076454 05/21/2015 GOGARTY, TRIONA PV504680 CLASSROOM/OFFICE SUPPLIES PV504680 CLASSROOM/OFFICE SUPPLIES PV504680 ACCTS PAYABLE-USE TAX Sub total: 249.90 81 81076455 05/21/2015 HAYWARD, PAULINE PV504687 PARCEL TAXES Sub total: 638.00 81 81076456 05/21/2015 HIDDEN VILLA PV504661 CONTRACTED SERVICES Sub total: 66.00 81 81076457 05/21/2015 HYDER, SUSAN PV504688 PARCEL TAXES Sub total: 638.00 81 81076458 05/21/2015 JIMENEZ, XIOMARA PV504695 CONTRACTED SERVICES Sub total: 40.00 81 81076459 05/21/2015 JOHNSON, RENEE PV504671 CONTRACTED SERVICES Sub total: 1,010.00 81 81076460 05/21/2015 JUMP, OTAK PV504706 CLASSROOM/OFFICE SUPPLIES

81

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 81 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504706 CLASSROOM/OFFICE SUPPLIES PV504706 CLASSROOM/OFFICE SUPPLIES PV504706 CONTRACTED SERVICES PV504706 ACCTS PAYABLE-USE TAX Sub total: 892.12 81 81076461 05/21/2015 KAHLE, BETH PV504702 CLASSROOM/OFFICE SUPPLIES Sub total: 239.80 81 81076462 05/21/2015 KAPLAN, ELISSA PV504668 CLASSROOM/OFFICE SUPPLIES PV504668 CLASSROOM/OFFICE SUPPLIES PV504668 CLASSROOM/OFFICE SUPPLIES PV504668 CLASSROOM/OFFICE SUPPLIES PV504668 ACCTS PAYABLE-USE TAX Sub total: 790.55 81 81076463 05/21/2015 KEHLET-SMITH, INGRID PV504677 PARCEL TAXES Sub total: 638.00 81 81076464 05/21/2015 LAJEUNESSE, LAURA PV504700 CONTRACTED SERVICES Sub total: 550.00 81 81076465 05/21/2015 LIEBERMAN, QUYEN PV504663 CLASSROOM/OFFICE SUPPLIES PV504663 CLASSROOM/OFFICE SUPPLIES PV504663 CLASSROOM/OFFICE SUPPLIES PV504663 ACCTS PAYABLE-USE TAX Sub total: 120.68 81 81076466 05/21/2015 LO, JOHN AND MICHU PV504689 PARCEL TAXES Sub total: 638.00 81 81076467 05/21/2015 LOREY, ANN PV504697 CLASSROOM/OFFICE SUPPLIES PV504697 CONTRACTED SERVICES Sub total: 303.30 81 81076468 05/21/2015 MARTINEZ, VICTOR PV504694 CONTRACTED SERVICES Sub total: 40.00 81 81076469 05/21/2015 MAZAIKA, PAUL PV504681 PARCEL TAXES Sub total: 638.00 81 81076470 05/21/2015 MCCREA, ASHLEY PV504705 CLASSROOM/OFFICE SUPPLIES

82

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 82 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504705 CLASSROOM/OFFICE SUPPLIES PV504705 CLASSROOM/OFFICE SUPPLIES PV504705 ACCTS PAYABLE-USE TAX Sub total: 42.73 81 81076471 05/21/2015 MERIDIAN ID PV504713 CLASSROOM/OFFICE SUPPLIES Sub total: 434.71 81 81076472 05/21/2015 MUSTARD, CAROLINE PV504709 CONTRACTED SERVICES Sub total: 160.00 81 81076473 05/21/2015 NAVARRO, REBECCA PV504667 MILEAGE/PERSONAL EXP REIMB Sub total: 80.09 81 81076474 05/21/2015 NISHIYAMA, JUDY PV504711 CLASSROOM/OFFICE SUPPLIES Sub total: 48.85 81 81076475 05/21/2015 PERRY, VICKIE PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CLASSROOM/OFFICE SUPPLIES PV504718 CONTRACTED SERVICES PV504718 ACCTS PAYABLE-USE TAX Sub total: 467.41 81 81076476 05/21/2015 PERRY, VICKIE PV504715 CLASSROOM/OFFICE SUPPLIES Sub total: 224.30 81 81076477 05/21/2015 PIEDRAHITA, ARIANNE PV504658 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81076478 05/21/2015 PLI/ UNIVERSITY CORPORATION PV504703 CONTRACTED SERVICES Sub total: 200.00 81 81076479 05/21/2015 RAMIREZ, ANDREW PV504673 CONTRACTED SERVICES Sub total: 1,505.13 81 81076480 05/21/2015 REYES, ANA PV504664 CLASSROOM/OFFICE SUPPLIES Sub total: 200.00

83

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 83 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076481 05/21/2015 RICE, GREG PV504674 NON-CAP EQUIPMENT PV504674 NON-CAP EQUIPMENT PV504674 ACCTS PAYABLE-USE TAX Sub total: 1,243.79 81 81076482 05/21/2015 ROACH, JOLEEN PV504712 CLASSROOM/OFFICE SUPPLIES PV504712 CLASSROOM/OFFICE SUPPLIES PV504712 CLASSROOM/OFFICE SUPPLIES PV504712 ACCTS PAYABLE-USE TAX Sub total: 218.12 81 81076483 05/21/2015 SHELBY, MEGAN PV504659 PROFESSIONAL DEVELOPMENT Sub total: 188.20 81 81076484 05/21/2015 SIU, ROBERT PV504660 PROFESSIONAL DEVELOPMENT Sub total: 659.48 81 81076485 05/21/2015 SODERQUIST, HELEN PV504692 PARCEL TAXES Sub total: 638.00 81 81076486 05/21/2015 SORAGHAN, JOANNE PV504662 CLASSROOM/OFFICE SUPPLIES Sub total: 38.06 81 81076487 05/21/2015 TENNIS TOWN AND COUNTRY PV504693 CLASSROOM/OFFICE SUPPLIES Sub total: 318.30 81 81076488 05/21/2015 WAGNER, CHRISTINE PV504683 PARCEL TAXES Sub total: 638.00 81 81076489 05/21/2015 WAGSTAFF, FRAN PV504690 PARCEL TAXES Sub total: 638.00 81 81076490 05/21/2015 WEST VALLEY MUSIC PV504714 CLASSROOM/OFFICE SUPPLIES Sub total: 32.63 81 81076491 05/21/2015 WEYHRAUCH, RICHARD PV504676 PARCEL TAXES Sub total: 638.00 81 81076492 05/21/2015 XU, LESLIE PV504704 ALL OTHER LOCAL REVENUE Sub total: 100.00

84

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 84 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076493 05/21/2015 ZINE, JENNY PV504665 MILEAGE/PERSONAL EXP REIMB PV504665 MILEAGE/PERSONAL EXP REIMB Sub total: 42.57 81 81076494 05/21/2015 ALLMAC PO150492 TECHNOLOGY REPAIRS Sub total: 111.70 81 81076495 05/21/2015 CITY OF PALO ALTO PO226265 SCIENCE OUTREACH PROGRAM Sub total: 1,548.00 81 81076496 05/21/2015 CITY OF PALO ALTO PO150423 Classroom Facility Use Sub total: 25.00 81 81076497 05/21/2015 MACKE WATER SYSTEMS PO150792 WATER SERVICE PO150875 WATER COOLER SERVICE PO150842 WATER SYSTEM PO150707 WATER COOLER SERVICES PO150483 WATER COOLER DISPENSER PO150483 WATER COOLER DISPENSER PO150500 WATER DISPENSER RENTAL PO150483 WATER COOLER DISPENSER PO150688 WATER COOLER RENTAL PO150365 WATER COOLER RENTAL PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150235 WATER COOLER SERVICE PO150538 WATER DISPENSER PO150579 WATER COOLER SERVICE PO151015 WATER COOLER SERVICE PO151016 WATER COOLER SERVICE PO150483 WATER COOLER DISPENSER PO150023 WATER DISPENSER Sub total: 1,767.10 81 81076498 05/21/2015 OFFICE DEPOT PO150179 Office Supplies PO150179 Office Supplies

85

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 85 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150179 Office Supplies PO150179 Office Supplies PO150179 Office Supplies PO150179 Office Supplies PO150179 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150009 OFFICE/CLASSROOM SUPPLIES PO150009 OFFICE/CLASSROOM SUPPLIES PO150009 OFFICE/CLASSROOM SUPPLIES PO150009 OFFICE/CLASSROOM SUPPLIES PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150176 Office Supplies PO150837 Office Supplies PO150653 Office Supplies PO150653 Office Supplies PO150653 Office Supplies Sub total: 7,000.22 81 81076499 05/21/2015 SAFEWAY STORES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES PO150223 HOME EC SUPPLIES Sub total: 1,155.49

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 86 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076500 05/21/2015 SAN FRANCISCO OPERA GUILD PO226159 OPERA PERFORMANCE Sub total: 1,400.00 81 81076501 05/21/2015 SANTA CLARA COUNTY SHERIFFS DE PO150672 Fingerprinting Sub total: 40.00 81 81076502 05/21/2015 SCANTRON CORPORATION PO226178 SCANTRON FORMS Sub total: 223.88 81 81076503 05/21/2015 SCCOE SERVICE FUND PO226221 Teacher Recruitment Fair 2015 Sub total: 742.00 81 81076504 05/21/2015 SCOREBOARD SERVICE COMPANY PO225737 SCOREBOARD CABLE PO225737 SCOREBOARD CABLE PO225737 SCOREBOARD CABLE PO225737 SCOREBOARD CABLE Sub total: 565.00 81 81076505 05/21/2015 SIGMA ALDRICH INC PO226051 chemicals Sub total: 154.59 81 81076506 05/21/2015 TAG/AMS INC. PO150785 Employee Screening Sub total: 300.00 81 81076507 05/21/2015 TENNIS TOWN AND COUNTRY PV504675 CLASSROOM/OFFICE SUPPLIES Sub total: 971.47 81 81076508 05/21/2015 WESTFRESH CATERING PO226222 Catering for retirement celeb Sub total: 764.03 81 81076509 05/21/2015 ABBEY NEUROPSYCHOLOGY CLINIC PO226258 IEE Sub total: 5,300.00 81 81076510 05/21/2015 ACKNOWLEDGE ALLIANCE PO226271 PROJECT RESILIENCE Sub total: 6,500.00 81 81076511 05/21/2015 APPLIED REMEDIATION CO. INC PO150779 OPERATOR MONTHLY SERVICE Sub total: 175.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 87 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076512 05/21/2015 AZ BUS SALES INC PO150529 VEHICLE SUPPORT SUPPLIES Sub total: 228.19 81 81076513 05/21/2015 BATTALION ONE FIRE PROTECTION PO225901 FIRE HYDRANT INSPECTIONS Sub total: 674.00 81 81076514 05/21/2015 BILLS TREE CARE AND LANDSCAPIN PO150711 Tree Care Sub total: 375.00 81 81076515 05/21/2015 BLICK ART MATERIALS PO150250 Art Materials PO150250 Art Materials Sub total: 1,974.37 81 81076516 05/21/2015 CRANE PEST CONTROL PO150784 Pest Control Sub total: 358.00 81 81076517 05/21/2015 CREST/GOOD PO151014 Plumbing Parts Only Sub total: 38.01 81 81076518 05/21/2015 DEMCO INC PO150241 Library Supplies Sub total: 114.49 81 81076519 05/21/2015 DUNN-EDWARDS CORPORATION PO150309 Paint & Supplies Sub total: 91.22 81 81076520 05/21/2015 ECT DIRECT PO150154 Printer Supplies & Repairs PO150154 Printer Supplies & Repairs Sub total: 334.94 81 81076521 05/21/2015 FEDERAL EXPRESS CORPORATION PV504717 CONTRACTED SERVICES Sub total: 242.50 81 81076522 05/21/2015 FIELDTURF USA INC PO225595 FOOTBALL FIELD INSPECT/MAINTEN Sub total: 3,500.00 81 81076523 05/21/2015 FLINN SCIENTIFIC INC PO226099 Science- Chem supplies Sub total: 13,983.68 81 81076524 05/21/2015 GAMEBREAKER HELMETS PO226017 Football helmet Sub total: 1,967.18

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 88 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076525 05/21/2015 HODGE PRODUCTS INC PO401918 COMBO LOCKS Sub total: 2,871.00 81 81076526 05/21/2015 JC PAPER -DEPT 34781 PO150686 Custodial Supplies Sub total: 461.43 81 81076527 05/21/2015 STATE OF CALIFORNIA PO150109 FINGERPRINT SERVICES Sub total: 1,349.00 81 81076528 05/21/2015 ARC PV504707 CONTRACTED SERVICES Sub total: 118.78 81 81076529 05/21/2015 DELL COMPUTERS PO890335 monitor Sub total: 6,358.35 81 81076530 05/21/2015 DIVISION OF THE STATE ARCHITEC PV504710 DSA PLAN CHECK/PERMITS Sub total: 500.00 81 81076531 05/21/2015 JP PAVING & GRADING INC. PO878074 asphalt overlay Sub total: 6,980.00 81 81076532 05/21/2015 MATRISCOPE ENGINEERING LAB INC PO116545 material testing PO116545 material testing PO116545 material testing Sub total: 63,621.60 81 81076533 05/21/2015 POMS LANDSCAPING INC PO878076 landscaping Sub total: 12,765.00 81 81076534 05/21/2015 SYSTEMS PLUMBING PO878075 plumbing Sub total: 2,400.00 81 81076535 05/22/2015 MONAHAN PAPER COMPANY PO500688 NITRILE GLOVES Sub total: 1,844.40 81 81076536 05/22/2015 MY DIGITAL TAT2 PO226281 Digital TAT2 Sub total: 1,500.00 81 81076537 05/22/2015 OFFICE DEPOT PO150743 OFFICE/CLASSROOM SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 89 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES Sub total: 1,346.61 81 81076538 05/22/2015 SAFEWAY STORES PO150263 GROCERIES PO150263 GROCERIES PO150263 GROCERIES PO150161 GROCERIES PO150161 GROCERIES PO150161 GROCERIES Sub total: 290.23 81 81076539 05/22/2015 SC FUELS PO150713 VEHICLE SUPPORT SERVICES Sub total: 2,927.95 81 81076540 05/22/2015 SOUTHWEST SCHOOL AND OFFICE PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150919 CLASSROOM/OFFICE SUPPLIES PO150789 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES PO150526 CLASSROOM/OFFICE SUPPLIES PO150526 CLASSROOM/OFFICE SUPPLIES PO150526 CLASSROOM/OFFICE SUPPLIES Sub total: 3,173.21 81 81076541 05/22/2015 TROXELL COMMUNICATIONS INC PO653327 WALL SCREEN Sub total: 433.37 81 81076542 05/22/2015 TUOMY, CAROLYN PO150816 CONSULTANT SERVICES Sub total: 2,856.00 81 81076543 05/22/2015 US HEALTHWORKS PO150823 DRIVERS PHYSICAL EXAMS

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 90 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150823 DRIVERS PHYSICAL EXAMS Sub total: 127.00 81 81076544 05/22/2015 VIRCO INC PO401931 STUDENT CHAIR/DESK Sub total: 148.44 81 81076545 05/22/2015 YELLOW CHECKER CAB PO150559 TRANSPORTATION SVCS PO150559 TRANSPORTATION SVCS Sub total: 2,260.00 81 81076546 05/22/2015 STATE BOARD OF EQUALIZATION PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX PV504765 ACCTS PAYABLE-USE TAX Sub total: 2,219.00 81 81076547 05/26/2015 ACSA PV504720 DUES AND MEMBERSHIPS Sub total: 1,603.00 81 81076548 05/26/2015 ALERT SERVICES PV504761 CLASSROOM/OFFICE SUPPLIES Sub total: 208.38 81 81076549 05/26/2015 AMMONS, SUSAN PV504813 PARCEL TAXES Sub total: 638.00 81 81076550 05/26/2015 ANDRESEN, TRUDY PV504807 PARCEL TAXES Sub total: 638.00 81 81076551 05/26/2015 ARCHIBALD, ROBERT PV504790 PARCEL TAXES Sub total: 638.00 81 81076552 05/26/2015 BAKER, KATHERINE PV504783 PROFESSIONAL DEVELOPMENT Sub total: 20.05 81 81076553 05/26/2015 BECK, WILLIAM & MARCIA PV504792 PARCEL TAXES Sub total: 638.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 91 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076554 05/26/2015 BENA, MARY ELLEN PV504752 CLASSROOM/OFFICE SUPPLIES Sub total: 457.56 81 81076555 05/26/2015 BERKE, STEPHEN PV504795 PARCEL TAXES Sub total: 638.00 81 81076556 05/26/2015 BERKSON, JERRY PV504747 CLASSROOM/OFFICE SUPPLIES PV504747 CLASSROOM/OFFICE SUPPLIES PV504747 CLASSROOM/OFFICE SUPPLIES PV504774 CLASSROOM/OFFICE SUPPLIES PV504774 CLASSROOM/OFFICE SUPPLIES PV504774 CLASSROOM/OFFICE SUPPLIES PV504747 ACCTS PAYABLE-USE TAX PV504774 ACCTS PAYABLE-USE TAX Sub total: 1,846.71 81 81076557 05/26/2015 BLOOM, JOSH PV504749 CLASSROOM/OFFICE SUPPLIES Sub total: 51.11 81 81076558 05/26/2015 BREU, WENDY PV504766 CLASSROOM/OFFICE SUPPLIES PV504777 CLASSROOM/OFFICE SUPPLIES Sub total: 635.41 81 81076559 05/26/2015 BRONSTEIN, ADRIENNE PV504748 CLASSROOM/OFFICE SUPPLIES Sub total: 390.74 81 81076560 05/26/2015 BROWN, ROBERT PV504805 PARCEL TAXES Sub total: 638.00 81 81076561 05/26/2015 BURNETT, RAMONA PV504789 PARCEL TAXES Sub total: 638.00 81 81076562 05/26/2015 CAFFE CARRELLO PV504750 CONTRACTED SERVICES Sub total: 398.75 81 81076563 05/26/2015 CHRISTENSEN, BILL PV504771 CONTRACTED SERVICES Sub total: 1,135.01 81 81076564 05/26/2015 COMMUNITY ALLIANCE OF PV504785 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 92 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504785 CLASSROOM/OFFICE SUPPLIES Sub total: 1,275.00 81 81076565 05/26/2015 CONWAY, DANIEL PV504799 PARCEL TAXES Sub total: 638.00 81 81076566 05/26/2015 CORNETT, CAROL PV504736 CLASSROOM/OFFICE SUPPLIES Sub total: 50.00 81 81076567 05/26/2015 CROWLEY, ESTHER PV504803 PARCEL TAXES Sub total: 638.00 81 81076568 05/26/2015 DAVIS, VIRGINIA PV504788 PARCEL TAXES Sub total: 638.00 81 81076569 05/26/2015 DAZEY, ANNE PV504767 CLASSROOM/OFFICE SUPPLIES Sub total: 138.60 81 81076570 05/26/2015 DIAMOND ELEVATOR INC PV504725 CONTRACTED SERVICES PV504725 CONTRACTED SERVICES PV504725 CONTRACTED SERVICES Sub total: 630.00 81 81076571 05/26/2015 DIPASQUALE, MARIE PV504801 PARCEL TAXES Sub total: 638.00 81 81076572 05/26/2015 DURQUET, MARIE PV504730 CLASSROOM/OFFICE SUPPLIES PV504730 CLASSROOM/OFFICE SUPPLIES PV504730 CLASSROOM/OFFICE SUPPLIES PV504730 ACCTS PAYABLE-USE TAX Sub total: 851.33 81 81076573 05/26/2015 ERBER, ALICE PV504779 CLASSROOM/OFFICE SUPPLIES PV504779 CONTRACTED SERVICES Sub total: 770.86 81 81076574 05/26/2015 FAULKNER, JAMES PV504825 PARCEL TAXES Sub total: 638.00 81 81076575 05/26/2015 FULLER, MIDDLETON PV504797 PARCEL TAXES Sub total: 638.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 93 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076576 05/26/2015 GARLAND, LESLIE PV504811 PARCEL TAXES Sub total: 638.00 81 81076577 05/26/2015 GARRISON, EMILY PV504744 CLASSROOM/OFFICE SUPPLIES Sub total: 118.75 81 81076578 05/26/2015 GOPHER SPORTS EQUIPMENT PV504754 CLASSROOM/OFFICE SUPPLIES Sub total: 488.21 81 81076579 05/26/2015 GRIFFITH, BRETT PV504780 CLASSROOM/OFFICE SUPPLIES PV504780 CLASSROOM/OFFICE SUPPLIES PV504780 CLASSROOM/OFFICE SUPPLIES PV504780 CLASSROOM/OFFICE SUPPLIES PV504780 RENTALS, LEASES, & REPAIRS PV504780 ACCTS PAYABLE-USE TAX Sub total: 344.97 81 81076580 05/26/2015 GUNN STUDENT BODY PV504782 CLASSROOM/OFFICE SUPPLIES Sub total: 4,349.00 81 81076581 05/26/2015 GUSSIN, NORMAN PV504822 PARCEL TAXES Sub total: 638.00 81 81076582 05/26/2015 HARNEY, JOHN PV504732 CLASSROOM/OFFICE SUPPLIES PV504732 CLASSROOM/OFFICE SUPPLIES PV504732 CLASSROOM/OFFICE SUPPLIES PV504732 CLASSROOM/OFFICE SUPPLIES PV504732 CLASSROOM/OFFICE SUPPLIES PV504732 CLASSROOM/OFFICE SUPPLIES PV504732 ACCTS PAYABLE-USE TAX PV504732 ACCTS PAYABLE-USE TAX Sub total: 87.08 81 81076583 05/26/2015 HOSHIWARA, DAVID PV504781 CLASSROOM/OFFICE SUPPLIES Sub total: 156.40 81 81076584 05/26/2015 IGLER, MARC PV504738 CONTRACTED SERVICES Sub total: 80.00 81 81076585 05/26/2015 JAMBROSE, MICHAEL PV504721 CLASSROOM/OFFICE SUPPLIES Sub total: 678.17

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 94 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076586 05/26/2015 JORDAN, THOMAS PV504821 PARCEL TAXES Sub total: 638.00 81 81076587 05/26/2015 KENNEDY, HEIDI PV504796 PARCEL TAXES Sub total: 638.00 81 81076588 05/26/2015 KISER, DENISE PV504826 PARCEL TAXES Sub total: 638.00 81 81076589 05/26/2015 KNIGHT, DOYLE PV504773 CLASSROOM/OFFICE SUPPLIES PV504773 CLASSROOM/OFFICE SUPPLIES PV504773 CLASSROOM/OFFICE SUPPLIES PV504773 ACCTS PAYABLE-USE TAX Sub total: 1,613.04 81 81076590 05/26/2015 LAGUNA, CRYSTAL PV504778 CLASSROOM/OFFICE SUPPLIES Sub total: 250.13 81 81076591 05/26/2015 LAKHANI, MEERA PV504724 CLASSROOM/OFFICE SUPPLIES Sub total: 125.40 81 81076592 05/26/2015 LAMONT, CAROL PV504810 PARCEL TAXES Sub total: 638.00 81 81076593 05/26/2015 LAU, TERESA PV504802 PARCEL TAXES Sub total: 638.00 81 81076594 05/26/2015 LAUNER, KINDEL PV504740 CLASSROOM/OFFICE SUPPLIES PV504743 CLASSROOM/OFFICE SUPPLIES PV504763 CLASSROOM/OFFICE SUPPLIES Sub total: 444.06 81 81076595 05/26/2015 LEDGERWOOD, ERIC PV504769 PROFESSIONAL DEVELOPMENT Sub total: 200.00 81 81076596 05/26/2015 LEON, REBECCA PV504755 CONTRACTED SERVICES Sub total: 25.96 81 81076597 05/26/2015 MADCO WELD SUPPLY PV504753 RENTALS, LEASES, & REPAIRS

95

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 95 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504753 RENTALS, LEASES, & REPAIRS Sub total: 20.00 81 81076598 05/26/2015 MAK, CATHY PV504745 CLASSROOM/OFFICE SUPPLIES PV504745 PROFESSIONAL DEVELOPMENT Sub total: 198.54 81 81076599 05/26/2015 MARTINET, LINDA PV504827 PARCEL TAXES Sub total: 638.00 81 81076600 05/26/2015 MCDANIEL, HILARY PV504772 CLASSROOM/OFFICE SUPPLIES PV504772 CONTRACTED SERVICES Sub total: 1,375.72 81 81076601 05/26/2015 MCDONNELL, SUSAN PV504758 CLASSROOM/OFFICE SUPPLIES Sub total: 466.29 81 81076602 05/26/2015 MCKENZIE, KATE PV504764 CLASSROOM/OFFICE SUPPLIES PV504764 CLASSROOM/OFFICE SUPPLIES Sub total: 157.08 81 81076603 05/26/2015 MCQUILLEN, MICHAEL & LOUISE PV504793 PARCEL TAXES Sub total: 638.00 81 81076604 05/26/2015 MERCHANT, ANGELA PV504776 CLASSROOM/OFFICE SUPPLIES PV504776 CLASSROOM/OFFICE SUPPLIES PV504776 CLASSROOM/OFFICE SUPPLIES PV504731 CLASSROOM/OFFICE SUPPLIES PV504776 ACCTS PAYABLE-USE TAX Sub total: 1,187.41 81 81076605 05/26/2015 MODERNTASTE PV504775 CONTRACTED SERVICES Sub total: 1,166.10 81 81076606 05/26/2015 MORGAN, JOSEPH PV504787 PARCEL TAXES Sub total: 638.00 81 81076607 05/26/2015 OFEK, SHARON PV504768 PREPAID EXPENDITURES Sub total: 699.00 81 81076608 05/26/2015 OWEN, KRISTEN PV504733 CLASSROOM/OFFICE SUPPLIES Sub total: 72.05

96

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 96 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076609 05/26/2015 PAI, CHANG-TAO PV504800 PARCEL TAXES Sub total: 638.00 81 81076610 05/26/2015 PARK, GRACE JUMI PV504723 CONTRACTED SERVICES Sub total: 72.50 81 81076611 05/26/2015 PEREZ-HOOD, ANA PV504722 CONTRACTED SERVICES Sub total: 72.50 81 81076612 05/26/2015 PETERS, CINDY PV504784 CLASSROOM/OFFICE SUPPLIES Sub total: 1,043.83 81 81076613 05/26/2015 PHILLIPS, JEFFREY PV504808 PARCEL TAXES Sub total: 638.00 81 81076614 05/26/2015 PIONEER DRAMA SERVICE PV504757 CLASSROOM/OFFICE SUPPLIES PV504757 CLASSROOM/OFFICE SUPPLIES PV504757 CLASSROOM/OFFICE SUPPLIES PV504757 ACCTS PAYABLE-USE TAX Sub total: 12.50 81 81076615 05/26/2015 POLOS, PAMELA PV504794 PARCEL TAXES Sub total: 638.00 81 81076616 05/26/2015 PSAT PV504741 CONTRACTED SERVICES Sub total: 50.00 81 81076617 05/26/2015 RABKIN, RALPH PV504798 PARCEL TAXES Sub total: 638.00 81 81076618 05/26/2015 RADLO, EDWARD PV504819 PARCEL TAXES Sub total: 638.00 81 81076619 05/26/2015 REDFIELD, CHRIS PV504739 CLASSROOM/OFFICE SUPPLIES Sub total: 160.92 81 81076620 05/26/2015 ROBERTS, ARTHUR & MARY ANN PV504809 PARCEL TAXES Sub total: 638.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 97 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076621 05/26/2015 ROSENBERG, STEVEN PV504786 PARCEL TAXES Sub total: 638.00 81 81076622 05/26/2015 SACCIO, JOSEPH PV504815 PARCEL TAXES Sub total: 638.00 81 81076623 05/26/2015 SAN MATEO HIGH SCHOOL PV504735 PREPAID EXPENDITURES Sub total: 246.00 81 81076624 05/26/2015 SASAGAWA, FRAND & SUSIE PV504814 PARCEL TAXES Sub total: 638.00 81 81076625 05/26/2015 SCHERER, JODI PV504760 CLASSROOM/OFFICE SUPPLIES Sub total: 86.18 81 81076626 05/26/2015 SCHOOL NURSE SUPPLY INC PV504759 CLASSROOM/OFFICE SUPPLIES Sub total: 304.74 81 81076627 05/26/2015 SCHWANDT, DOUG PV504734 CONTRACTED SERVICES Sub total: 100.00 81 81076628 05/26/2015 SCHWORETZKY, NAVNEET PV504727 CLASSROOM/OFFICE SUPPLIES PV504728 CLASSROOM/OFFICE SUPPLIES PV504728 CLASSROOM/OFFICE SUPPLIES Sub total: 402.22 81 81076629 05/26/2015 SCOLA, NANCY PV504762 CLASSROOM/OFFICE SUPPLIES Sub total: 149.58 81 81076630 05/26/2015 SHAFFER, TORI PV504770 PROFESSIONAL DEVELOPMENT Sub total: 803.72 81 81076631 05/26/2015 SIEGMAN, VIRGINIA PV504804 PARCEL TAXES Sub total: 638.00 81 81076632 05/26/2015 SILVERSTEIN, ANNE PV504737 CLASSROOM/OFFICE SUPPLIES Sub total: 10.00 81 81076633 05/26/2015 STAAL, ELIZABETHA PV504823 PARCEL TAXES Sub total: 638.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 98 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076634 05/26/2015 STANFORD UNIVERSITY PO150057 WATER/SEWER LEASE PO150057 WATER/SEWER LEASE PO150057 WATER/SEWER LEASE PO150057 WATER/SEWER LEASE Sub total: 5,131.62 81 81076635 05/26/2015 TAMLER, HOWARD PV504817 PARCEL TAXES Sub total: 638.00 81 81076636 05/26/2015 TAYLOR, CRAIG PV504824 PARCEL TAXES Sub total: 638.00 81 81076637 05/26/2015 THE BASIX/LARRY ROUSE PV504729 CLASSROOM/OFFICE SUPPLIES Sub total: 391.50 81 81076638 05/26/2015 TOMA, RADU PV504742 CLASSROOM/OFFICE SUPPLIES Sub total: 104.09 81 81076639 05/26/2015 TRAN, AMANDA PV504726 CLASSROOM/OFFICE SUPPLIES Sub total: 105.86 81 81076640 05/26/2015 TRIGGS, MARY PV504816 PARCEL TAXES Sub total: 638.00 81 81076641 05/26/2015 WAN, ANNA PV504791 PARCEL TAXES Sub total: 638.00 81 81076642 05/26/2015 WERMUTH, BRUCE PV504818 PARCEL TAXES Sub total: 638.00 81 81076643 05/26/2015 WILLIS, SHARON PV504820 PARCEL TAXES Sub total: 638.00 81 81076644 05/26/2015 WISMER III, ELI PV504812 PARCEL TAXES Sub total: 638.00 81 81076645 05/26/2015 WONG, NANCY PV504806 PARCEL TAXES Sub total: 638.00

99

81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 99 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076646 05/26/2015 WOODS, KATHLEEN PV504756 CONTRACTED SERVICES Sub total: 50.00 81 81076647 05/26/2015 YOUNG, CHARLES PV504828 PROFESSIONAL DEVELOPMENT Sub total: 670.15 81 81076648 05/26/2015 ZHANG, HANNAH PV504751 CLASSROOM/OFFICE SUPPLIES PV504751 CLASSROOM/OFFICE SUPPLIES PV504751 ACCTS PAYABLE-USE TAX Sub total: 85.49 81 81076649 05/26/2015 ANDREINI BROTHERS INC PO878051 REPLACE ASPHALT ON JORDAN Sub total: 8,599.80 81 81076650 05/26/2015 ARC PV504746 PRINTING SERVICES Sub total: 96.95 81 81076651 05/26/2015 DLM ARCHITECTURE PO115084 ARCHITECTURAL SVC PO116645 architectural cost PO116629 architectural at centeral buil Sub total: 19,265.01 81 81076652 05/26/2015 USA SHADE & FABRIC STRUCTURES PO116651 shade structure Sub total: 24,401.32 81 81076653 05/26/2015 ANNENBERG LEARNER PO226100 Science: Physics Supplies Sub total: 502.44 81 81076654 05/26/2015 APPLE COMPUTER INC PO653321 IPAD MINI 2 PO653321 IPAD MINI 2 PO653319 MACBOOK PRO Sub total: 4,676.81 81 81076655 05/26/2015 AZ BUS SALES INC PO150529 VEHICLE SUPPORT SUPPLIES PO150529 VEHICLE SUPPORT SUPPLIES PO150529 VEHICLE SUPPORT SUPPLIES Sub total: 13.13 81 81076656 05/26/2015 BIG BITE INC PO225404 VIDEO BLENDED LEARNING MEDIA Sub total: 10,875.00

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 100 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076657 05/26/2015 BLICK ART MATERIALS PO150250 Art Materials PO150250 Art Materials Sub total: 1,297.44 81 81076658 05/26/2015 CAL STEAM PO150296 PLUMBING SUPPLIES PO150296 PLUMBING SUPPLIES Sub total: 415.90 81 81076659 05/26/2015 CHOICELUNCH PO150093 FOOD ENTREE SERVICES Sub total: 12,426.60 81 81076660 05/26/2015 CUPERTINO SUPPLY PO150279 Plumbing Parts PO150279 Plumbing Parts Sub total: 41.79 81 81076661 05/26/2015 DE LAGE LANDEN FINANCIAL SVC PO150490 RISO LEASE Sub total: 98.96 81 81076662 05/26/2015 DELL COMPUTERS PO653333 OPTIPLEX 9020 Sub total: 1,200.17 81 81076663 05/26/2015 DEMCO INC PO226084 BOOKTRUCK PO226141 STEEL LIBRARY FILE Sub total: 938.11 81 81076664 05/26/2015 DEVELOPING MINDS INC PO226291 PD workshops Sub total: 14,300.00 81 81076665 05/26/2015 DIAMOND ELEVATOR INC PO226287 BACK UP BATTERIES Sub total: 1,549.18 81 81076666 05/26/2015 DUNN-EDWARDS CORPORATION PO150309 Paint & Supplies Sub total: 43.29 81 81076667 05/26/2015 FIELDTURF USA INC PO225521 BASEBALL DIAMOND MAINTENANCE Sub total: 3,205.00 81 81076668 05/26/2015 FOLGER GRAPHICS INC PO226296 Viking Magazine Sub total: 2,807.44

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 101 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076669 05/26/2015 FOLLETT SCHOOL SOLUTIONS PO150623 Library Books Sub total: 443.06 81 81076670 05/26/2015 GALE PO226236 LIBRARY SERIES Sub total: 2,038.53 81 81076671 05/26/2015 GARDENLAND POWER EQUIPMENT PO150209 Landscape Parts Sub total: 440.96 81 81076672 05/26/2015 GRAINGER PO150382 Misc Supplies Sub total: 20.17 81 81076673 05/26/2015 HILLYARD / SAN FRANCISCO PO150731 Custodial Chemicals & Supplies Sub total: 345.67 81 81076674 05/26/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES PO150730 MATERIALS AND SUPPLIES Sub total: 172.07 81 81076675 05/26/2015 JOSTENS INC PO150157 Grad Materials & Supplies Sub total: 187.32 81 81076676 05/26/2015 JOY WENKE EDUCATIONAL CONSULTA PO226293 CELDT Training Sub total: 1,500.00 81 81076677 05/26/2015 KELLY PAPER PO150699 Paper Supplies PO150699 Paper Supplies PO150699 Paper Supplies Sub total: 1,014.94 81 81076678 05/28/2015 ARROWHEAD MOUNTAIN SPRING WATE PO150468 WATER COOLER SERVICE PO150468 WATER COOLER SERVICE PO150011 WATER COOLER SERVICE PO150795 WATER COOLER SERVICES PO150067 WATER COOLER SERVICE PO150815 DISTILLED WATER SCIENCE DEPT PO150133 WATER COOLER SERVICE PO150528 WATER COOLER SERVICE PO150696 WATER COOLER SERVICE

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 102 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150916 WATER COOLER SERVICES PO150815 DISTILLED WATER SCIENCE DEPT PO150142 Water Acct# 0024176844 PO150125 Water Acct# 5724559009 PO150206 Water Acct# 3706993981 PO150148 Water Acct# 5771580007 PO150148 Water Acct# 5771580007 PO150434 Water Acct# 0024939274 PO150406 Water Dispenser & Water PO150433 Water Acct# 0024939258 Sub total: 1,301.10 81 81076679 05/28/2015 MACKE WATER SYSTEMS PO150292 WATER COOLER SERVICE PO150292 WATER COOLER SERVICE Sub total: 65.90 81 81076680 05/28/2015 MARINE SCIENCE INSTITUTE PO150756 FIELD TRIPS/CLASS PRESENTATION PO150756 FIELD TRIPS/CLASS PRESENTATION PO150756 FIELD TRIPS/CLASS PRESENTATION Sub total: 6,000.00 81 81076681 05/28/2015 OFFICE DEPOT PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150221 Office Supplies PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150221 Office Supplies PO150743 OFFICE/CLASSROOM SUPPLIES PO150743 OFFICE/CLASSROOM SUPPLIES PO150735 Office Supplies PO150735 Office Supplies PO150735 Office Supplies PO150743 OFFICE/CLASSROOM SUPPLIES PO150221 Office Supplies PO150221 Office Supplies PO150221 Office Supplies Sub total: 3,149.24

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 103 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076682 05/28/2015 PALO ALTO JR MUSEUM AND ZOO PO226300 SCIENCE OUTREACH PROGRAM Sub total: 2,580.00 81 81076683 05/28/2015 POMS LANDSCAPING INC PO226299 SANDBOX Sub total: 3,277.00 81 81076684 05/28/2015 RUSH HOUR INC PO226294 Catering for meeting Sub total: 1,087.50 81 81076685 05/28/2015 THEATRE WORKS PO226295 Spring AIN Mentoring Sub total: 2,170.00 81 81076686 05/28/2015 VALLEY OIL COMPANY PO150997 DIESEL AND UNLEADED FUEL Sub total: 9,327.49 81 81076687 05/28/2015 WARDS NATURAL SCIENCE PO226072 Chemicals Sub total: 23.34 81 81076688 05/28/2015 WATERPROOFING ASSC INC PO150273 Roof Leak Service PO150273 Roof Leak Service Sub total: 767.00 81 81076689 05/28/2015 WENGER CORPORATION PO226186 CHOIR RISERS PO226186 CHOIR RISERS Sub total: 3,670.64 81 81076690 05/28/2015 YELLOW CHECKER CAB PO150559 TRANSPORTATION SVCS PO150559 TRANSPORTATION SVCS PO150559 TRANSPORTATION SVCS Sub total: 3,706.80 81 81076691 05/28/2015 YMCA OF SILICON VALLEY PO226301 NOONTIME ACTIVITY PROGRAM Sub total: 1,786.66 81 81076692 05/28/2015 ABILOCK, MARIA PV504832 CLASSROOM/OFFICE SUPPLIES Sub total: 98.28 81 81076693 05/28/2015 BERGHOUT, NOEL PV504883 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 104 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504883 CLASSROOM/OFFICE SUPPLIES PV504883 CLASSROOM/OFFICE SUPPLIES PV504883 CLASSROOM/OFFICE SUPPLIES PV504883 ACCTS PAYABLE-USE TAX Sub total: 384.46 81 81076694 05/28/2015 BERKSON, JERRY PV504914 CLASSROOM/OFFICE SUPPLIES PV504914 CLASSROOM/OFFICE SUPPLIES PV504914 CLASSROOM/OFFICE SUPPLIES PV504872 PREPAID EXPENDITURES PV504914 CLASSROOM/OFFICE SUPPLIES PV504914 CONTRACTED SERVICES Sub total: 13,668.34 81 81076695 05/28/2015 BERRY, KARLA PV504833 CLASSROOM/OFFICE SUPPLIES Sub total: 100.63 81 81076696 05/28/2015 BIBAT, GERRI PV504882 CLASSROOM/OFFICE SUPPLIES Sub total: 310.59 81 81076697 05/28/2015 BLACKBURN, KRISTY PV504850 CLASSROOM/OFFICE SUPPLIES Sub total: 346.46 81 81076698 05/28/2015 BOOTH, BRAD PV504913 CLASSROOM/OFFICE SUPPLIES PV504913 CLASSROOM/OFFICE SUPPLIES PV504913 CLASSROOM/OFFICE SUPPLIES PV504913 ACCTS PAYABLE-USE TAX Sub total: 2,691.02 81 81076699 05/28/2015 BROWN, SHARON PV504900 MILEAGE/PERSONAL EXP REIMB Sub total: 46.00 81 81076700 05/28/2015 BUDDIE, HEATHER PV504878 CONTRACTED SERVICES Sub total: 100.00 81 81076701 05/28/2015 CARLSON, BARBARA PV504831 CLASSROOM/OFFICE SUPPLIES PV504831 CLASSROOM/OFFICE SUPPLIES PV504831 CLASSROOM/OFFICE SUPPLIES PV504831 ACCTS PAYABLE-USE TAX Sub total: 556.06 81 81076702 05/28/2015 CHELI, BO PV504855 PROFESSIONAL DEVELOPMENT Sub total: 272.46

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 105 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076703 05/28/2015 CITY OF PALO ALTO PV504898 CONTRACTED SERVICES Sub total: 387.00 81 81076704 05/28/2015 CITY OF PALO ALTO UTILITIES PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150016 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150013 Palo Alto Utilities PO150014 Palo Alto Utilities PO150014 Palo Alto Utilities PO150015 Palo Alto Utilities PO150015 Palo Alto Utilities

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 106 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150015 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities PO150016 Palo Alto Utilities Sub total: 108,463.95 81 81076705 05/28/2015 COGSWELL, REBECCA PV504886 PREPAID EXPENDITURES Sub total: 450.20 81 81076706 05/28/2015 CONSTANT, LEEANN PV504868 CLASSROOM/OFFICE SUPPLIES PV504868 CLASSROOM/OFFICE SUPPLIES PV504868 CLASSROOM/OFFICE SUPPLIES PV504868 ACCTS PAYABLE-USE TAX Sub total: 315.00 81 81076707 05/28/2015 CORNER BAKERY, THE PV504847 CONTRACTED SERVICES PV504847 CONTRACTED SERVICES Sub total: 200.97 81 81076708 05/28/2015 DEPT OF INDUSTRIAL RELATIONS PV504904 OTHER PERMITS/FEES Sub total: 125.00 81 81076709 05/28/2015 DUNLAP, PAUL PV504849 CLASSROOM/OFFICE SUPPLIES Sub total: 125.40 81 81076710 05/28/2015 DURQUET, MARIE PV504869 BASIC TEXTBOOKS PV504869 BASIC TEXTBOOKS PV504869 BASIC TEXTBOOKS PV504869 ACCTS PAYABLE-USE TAX Sub total: 2,672.32 81 81076711 05/28/2015 EDWARDS, YANNETTE PV504901 CLASSROOM/OFFICE SUPPLIES Sub total: 160.00 81 81076712 05/28/2015 ESPINOZA, MONICA PV504910 CLASSROOM/OFFICE SUPPLIES Sub total: 346.81 81 81076713 05/28/2015 FEDERAL EXPRESS CORPORATION PV504875 CONTRACTED SERVICES Sub total: 60.71 81 81076714 05/28/2015 FEE, ELIZABETH PV504860 PROFESSIONAL DEVELOPMENT Sub total: 1,891.02

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 107 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076715 05/28/2015 FRANCESCONI, ROBIN PV504884 DUES AND MEMBERSHIPS Sub total: 43.40 81 81076716 05/28/2015 FRANKLIN, KATE PV504836 CLASSROOM/OFFICE SUPPLIES PV504836 CLASSROOM/OFFICE SUPPLIES PV504836 CLASSROOM/OFFICE SUPPLIES PV504836 ACCTS PAYABLE-USE TAX Sub total: 315.00 81 81076717 05/28/2015 GARRISON, ABBY PV504862 CLASSROOM/OFFICE SUPPLIES Sub total: 52.33 81 81076718 05/28/2015 GHAZAL, RAYAN PV504902 CLASSROOM/OFFICE SUPPLIES PV504902 CLASSROOM/OFFICE SUPPLIES PV504902 ACCTS PAYABLE-USE TAX Sub total: 350.20 81 81076719 05/28/2015 GODDARD, TERRI PV504835 CLASSROOM/OFFICE SUPPLIES Sub total: 43.11 81 81076720 05/28/2015 GRANLUND-MOYER, KRISTINA PV504848 CLASSROOM/OFFICE SUPPLIES PV504848 CLASSROOM/OFFICE SUPPLIES PV504848 CLASSROOM/OFFICE SUPPLIES PV504848 CONTRACTED SERVICES PV504848 ACCTS PAYABLE-USE TAX Sub total: 446.54 81 81076721 05/28/2015 HAYES, KRISTINA PV504856 PROFESSIONAL DEVELOPMENT PV504859 PROFESSIONAL DEVELOPMENT Sub total: 2,850.04 81 81076722 05/28/2015 HESTERMAN, NORMA PV504909 CLASSROOM/OFFICE SUPPLIES PV504909 CLASSROOM/OFFICE SUPPLIES PV504909 CLASSROOM/OFFICE SUPPLIES PV504909 ACCTS PAYABLE-USE TAX Sub total: 135.71 81 81076723 05/28/2015 HICKS, BRYANT PV504892 CONTRACTED SERVICES PV504892 CONTRACTED SERVICES Sub total: 1,200.00 81 81076724 05/28/2015 HOSHIWARA, DAVID PV504861 CLASSROOM/OFFICE SUPPLIES Sub total: 459.58

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 108 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076725 05/28/2015 HYMES, NORMA PV504894 CLASSROOM/OFFICE SUPPLIES Sub total: 96.99 81 81076726 05/28/2015 JLS STUDENT BODY PV504912 ALL OTHER LOCAL REVENUE Sub total: 1,650.00 81 81076727 05/28/2015 JW PEPPER & SON INC PV504845 CLASSROOM/OFFICE SUPPLIES Sub total: 217.31 81 81076728 05/28/2015 KAPLAN, ELISSA PV504834 CLASSROOM/OFFICE SUPPLIES Sub total: 22.04 81 81076729 05/28/2015 KWON, KIMBERLY PV504879 CONTRACTED SERVICES Sub total: 990.00 81 81076730 05/28/2015 LARSON, JENNIFER PV504905 CLASSROOM/OFFICE SUPPLIES PV504905 CLASSROOM/OFFICE SUPPLIES Sub total: 99.29 81 81076731 05/28/2015 LEE, TERI PV504908 CLASSROOM/OFFICE SUPPLIES Sub total: 44.96 81 81076732 05/28/2015 LIN, LYNN PV504891 CLASSROOM/OFFICE SUPPLIES Sub total: 113.67 81 81076733 05/28/2015 LING, STEPHANIE PV504887 CLASSROOM/OFFICE SUPPLIES PV504887 CLASSROOM/OFFICE SUPPLIES PV504887 CLASSROOM/OFFICE SUPPLIES PV504887 ACCTS PAYABLE-USE TAX Sub total: 189.00 81 81076734 05/28/2015 LOHSE, KIM PV504837 CLASSROOM/OFFICE SUPPLIES PV504837 CLASSROOM/OFFICE SUPPLIES PV504837 CLASSROOM/OFFICE SUPPLIES PV504837 ACCTS PAYABLE-USE TAX Sub total: 315.00 81 81076735 05/28/2015 MACMILLAN, CHRISTINA PV504838 CLASSROOM/OFFICE SUPPLIES PV504838 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 109 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504838 CLASSROOM/OFFICE SUPPLIES PV504838 CLASSROOM/OFFICE SUPPLIES PV504838 ACCTS PAYABLE-USE TAX Sub total: 344.21 81 81076736 05/28/2015 MACWAN, YASHUNANDA PV504899 CLASSROOM/OFFICE SUPPLIES PV504899 CLASSROOM/OFFICE SUPPLIES PV504899 CLASSROOM/OFFICE SUPPLIES PV504899 ACCTS PAYABLE-USE TAX Sub total: 628.64 81 81076737 05/28/2015 MANOU, NIKOLE PV504846 CLASSROOM/OFFICE SUPPLIES Sub total: 34.09 81 81076738 05/28/2015 MATCHETT, ELIZABETH PV504852 CLASSROOM/OFFICE SUPPLIES Sub total: 102.18 81 81076739 05/28/2015 MCALLISTER, BRIDGET PV504864 CONTRACTED SERVICES Sub total: 1,500.00 81 81076740 05/28/2015 MCCANN, TARA PV504903 CONTRACTED SERVICES PV504903 CONTRACTED SERVICES Sub total: 383.00 81 81076741 05/28/2015 MCGUIRE, RACHEL PV504839 CLASSROOM/OFFICE SUPPLIES PV504839 CONTRACTED SERVICES PV504839 CLASSROOM/OFFICE SUPPLIES PV504839 CLASSROOM/OFFICE SUPPLIES PV504839 CLASSROOM/OFFICE SUPPLIES PV504839 ACCTS PAYABLE-USE TAX Sub total: 805.51 81 81076742 05/28/2015 MENACHE, NICOLE PV504853 CLASSROOM/OFFICE SUPPLIES Sub total: 35.61 81 81076743 05/28/2015 MICHAUD, DANA PV504876 CLASSROOM/OFFICE SUPPLIES Sub total: 408.47 81 81076744 05/28/2015 MILLER, GREGORY PV504888 CLASSROOM/OFFICE SUPPLIES Sub total: 315.00 81 81076745 05/28/2015 MILLER, HILLARY PV504885 PREPAID EXPENDITURES Sub total: 478.20

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 110 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076746 05/28/2015 NATIONAL EQUITY PROJECT PV504858 PREPAID EXPENDITURES Sub total: 1,200.00 81 81076747 05/28/2015 P.I.P.S PV504866 WORKERS COMPENSATION Sub total: 233,785.83 81 81076748 05/28/2015 PARKINSON, KATHLEEN PV504854 CLASSROOM/OFFICE SUPPLIES PV504854 PREPAID EXPENDITURES PV504865 PROFESSIONAL DEVELOPMENT Sub total: 249.99 81 81076749 05/28/2015 PETERS, CINDY PV504907 CLASSROOM/OFFICE SUPPLIES Sub total: 220.75 81 81076750 05/28/2015 PG AND E PO150054 Escondido & Nixon Utilities PO150054 Escondido & Nixon Utilities Sub total: 299.08 81 81076751 05/28/2015 PIMENTEL, ISIDRO PV504867 PROFESSIONAL DEVELOPMENT Sub total: 1,309.01 81 81076752 05/28/2015 PORRAS, GRACE PV504830 CLASSROOM/OFFICE SUPPLIES Sub total: 749.61 81 81076753 05/28/2015 REEVES, LAURA PV504857 PROFESSIONAL DEVELOPMENT Sub total: 2,592.88 81 81076754 05/28/2015 SASAKI, MIA PV504851 CLASSROOM/OFFICE SUPPLIES Sub total: 285.61 81 81076755 05/28/2015 SCHERER, JOAN PV504840 CLASSROOM/OFFICE SUPPLIES Sub total: 104.89 81 81076756 05/28/2015 SCHRAMM, KATHERINE PV504841 CLASSROOM/OFFICE SUPPLIES Sub total: 91.31 81 81076757 05/28/2015 SCHWORETZKY, NAVNEET PV504906 CLASSROOM/OFFICE SUPPLIES PV504906 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 111 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504906 ACCTS PAYABLE-USE TAX Sub total: 44.85 81 81076758 05/28/2015 SETO, JENNIFER PV504893 CLASSROOM/OFFICE SUPPLIES Sub total: 160.69 81 81076759 05/28/2015 SHELBY, MEGAN PV504842 CLASSROOM/OFFICE SUPPLIES PV504842 CLASSROOM/OFFICE SUPPLIES PV504842 CLASSROOM/OFFICE SUPPLIES PV504842 ACCTS PAYABLE-USE TAX PV504842 CLASSROOM/OFFICE SUPPLIES Sub total: 498.14 81 81076760 05/28/2015 SPERRY, JAMES PV504843 CLASSROOM/OFFICE SUPPLIES PV504843 CLASSROOM/OFFICE SUPPLIES PV504843 CLASSROOM/OFFICE SUPPLIES PV504843 ACCTS PAYABLE-USE TAX Sub total: 315.00 81 81076761 05/28/2015 TOKHEIM, SHIRLEY PV504873 PREPAID EXPENDITURES Sub total: 247.00 81 81076762 05/28/2015 TOMATIS, DAVID PV504844 CLASSROOM/OFFICE SUPPLIES Sub total: 151.20 81 81076763 05/28/2015 TUOLUMNE RIVER TRUST PV504829 CONTRACTED SERVICES Sub total: 500.00 81 81076764 05/28/2015 WALSH, HART PV504889 CLASSROOM/OFFICE SUPPLIES Sub total: 189.00 81 81076765 05/28/2015 WESTFRESH CATERING PV504881 CONTRACTED SERVICES Sub total: 271.01 81 81076766 05/28/2015 YMCA OF SILICON VALLEY PV504880 CONTRACTED SERVICES Sub total: 413.33 81 81076767 05/28/2015 YOUNG AMES, ROBIN PV504890 CLASSROOM/OFFICE SUPPLIES PV504890 CLASSROOM/OFFICE SUPPLIES Sub total: 339.54 81 81076768 05/28/2015 YOUNG, PEARL PV504863 TELEPHONE Sub total: 187.72

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 112 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076769 05/28/2015 GENERATION SENSE LLC PO150384 OCCUPATIONAL THERAPIST Sub total: 4,257.50 81 81076770 05/28/2015 KARA PO150760 Counseling & Training Sub total: 200.00 81 81076771 05/28/2015 LOWE, MARGARET PO150701 JOB COACH/PARPROFESSIONAL PO150701 JOB COACH/PARPROFESSIONAL Sub total: 2,400.00 81 81076772 05/28/2015 ATI ENGINEERING SERVICES INC PO113540 close 30 old projects PO116471 portable classroom PO116471 portable classroom PO116471 portable classroom Sub total: 8,291.63 81 81076773 05/28/2015 BEST IN THE WEST CONSTRUCTION PV504870 CONTRACTED SERVICES PV504871 CONTRACTED SERVICES Sub total: 1,863.00 81 81076774 05/28/2015 DB SPORTS GROUP PV504895 LAND IMPROVEMENT PV504895 LAND IMPROVEMENT Sub total: 21,400.00 81 81076775 05/28/2015 DLM ARCHITECTURE PO116209 ARCHITECTURAL SVC PO116209 ARCHITECTURAL SVC PO116209 ARCHITECTURAL SVC Sub total: 8,448.00 81 81076776 05/28/2015 HAROLD BROWN PV504896 CONTRACTED SERVICES PV504897 CONTRACTED SERVICES Sub total: 13,381.88 81 81076777 05/28/2015 MACKE WATER SYSTEMS PO113543 water Sub total: 65.90 81 81076778 05/28/2015 MOBILE MODULAR PO807627 THREE MODULARS PO807600 MODULAR PO807600 MODULAR PO878020 portable at gunn from MA

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 113 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO807547 DELIVERY INSTALLATION FEES Sub total: 7,462.00 81 81076779 05/28/2015 SCHOOL FACILITY CONSULTANTS PO116530 school consulting Sub total: 1,402.50 81 81076780 05/28/2015 STEEL FENCE SYSTEMS PO878057 FENCE Sub total: 3,590.00 81 81076781 05/28/2015 TMCX SOLUTIONS LLC PO115291 COMMISIONING AGENT SVC-BLANKET Sub total: 2,646.00 81 81076782 05/28/2015 AT&T PO150066 Telephone Services Sub total: 255.15 81 81076783 05/28/2015 BARCO PRODUCTS COMPANY PO226128 OUTDOOR TABLE W/UMBRELLA Sub total: 1,538.93 81 81076784 05/28/2015 BELSON OUTDOORS INC PO225881 10 lunch picnic tables Sub total: 8,847.20 81 81076785 05/28/2015 CAPSTONE PRESS PO226144 1st Grade Books Sub total: 917.90 81 81076786 05/28/2015 CAUICH, CARLOS LEON PO226308 RENTAL OF SOUND EQUIP Sub total: 1,300.00 81 81076787 05/28/2015 DEPT OF INDUSTRIAL RELATIONS PO226306 CONVEYANCE BILLING Sub total: 1,350.00 81 81076788 05/28/2015 FOLGER GRAPHICS INC PO226309 VERDE PUBLICATION Sub total: 2,787.53 81 81076789 05/28/2015 FOLLETT SCHOOL SOLUTIONS PO226093 First Grade Books Sub total: 121.43 81 81076790 05/28/2015 FRICKE-PARKS PRESS PO150032 PRINTING, PUBLICATIONS Sub total: 1,917.00 81 81076791 05/28/2015 GOPHER SPORTS EQUIPMENT PO226310 PE SUPPLIES Sub total: 2,008.83

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 114 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076792 05/28/2015 Green Room Theatre and Dance PO226282 The Green Room Sub total: 5,500.00 81 81076793 05/28/2015 HOME DEPOT CREDIT SERVICE PO150730 MATERIALS AND SUPPLIES Sub total: 16.44 81 81076794 05/28/2015 IBM PV504874 CONTRACTED SERVICES Sub total: 16,880.20 81 81076795 05/28/2015 KELLY PAPER PO150942 Copy Paper PO226244 COPY PAPER PO150894 Copy Paper Sub total: 1,025.52 81 81076796 05/28/2015 SPRINT/NEXTEL PO150403 CELLULAR NETWORK SERVICES PO150403 CELLULAR NETWORK SERVICES PO150403 CELLULAR NETWORK SERVICES PO150403 CELLULAR NETWORK SERVICES PO150403 CELLULAR NETWORK SERVICES PO150403 CELLULAR NETWORK SERVICES Sub total: 1,409.00 81 81076797 05/28/2015 THE BOOKSOURCE PO225904 INSTRUCTIONAL MATERIALS Sub total: 1,312.22 81 81076798 05/28/2015 CITY OF PALO ALTO PO226304 SCIENCE OUTREACH PROGRAM Sub total: 4,730.00 81 81076799 05/28/2015 HAROLD BROWN PO225453 LABOR AUDIO TO AMP Sub total: 450.00 81 81076800 05/28/2015 MACKE WATER SYSTEMS PO150094 WATER DISPENSER LEASE/MAINTENA Sub total: 65.90 81 81076801 05/28/2015 NASCO MODESTO PO226147 Nasco Sub total: 80.13 81 81076802 05/28/2015 NEBRASKA SCIENTIFIC PO226148 Fetal Pigs for Bio PO226148 Fetal Pigs for Bio

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 115 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO226148 Fetal Pigs for Bio PO226148 Fetal Pigs for Bio Sub total: 1,403.26 81 81076803 05/28/2015 NEWMAN, SARAH PO226305 MINDFULNESS CLASS Sub total: 2,000.00 81 81076804 05/28/2015 O'REILLY AUTO PARTS INC PO150671 Auto Parts PO150671 Auto Parts Sub total: 223.20 81 81076805 05/28/2015 OFFICE DEPOT PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO150078 Office Supplies PO151028 CLASSROOM/OFFICE SUPPLIES PO151028 CLASSROOM/OFFICE SUPPLIES Sub total: 2,055.39 81 81076806 05/28/2015 PALO ALTO GLASS INC PO150346 Glass Supplies & Repairs PO150346 Glass Supplies & Repairs Sub total: 369.00 81 81076807 05/28/2015 PALO ALTO HARDWARE PO150347 Misc Supplies (NO EQUIP) Sub total: 65.24 81 81076808 05/28/2015 PINE CONE LUMBER CO INC PO150352 Lumber Supplies PO150352 Lumber Supplies Sub total: 356.12 81 81076809 05/28/2015 POMS LANDSCAPING INC PO150366 LANDSCAPING SUPPLIES & SERVICE PO150366 LANDSCAPING SUPPLIES & SERVICE PO150366 LANDSCAPING SUPPLIES & SERVICE Sub total: 999.00 81 81076810 05/28/2015 PRIME HERITAGE COLLECTION PO226303 GRADUATION SUPPLIES PO226303 GRADUATION SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 116 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO226303 GRADUATION SUPPLIES Sub total: 970.00 81 81076811 05/28/2015 READING READING BOOKS PO226145 1st Grade Level Readers PO226145 1st Grade Level Readers PO226145 1st Grade Level Readers Sub total: 1,123.10 81 81076812 05/28/2015 SAFEWAY STORES PO150263 GROCERIES Sub total: 15.58 81 81076813 05/28/2015 SCANTRON CORPORATION PO226247 Scantron forms for Social Stud Sub total: 766.12 81 81076814 05/28/2015 SCHOOL NURSE SUPPLY INC PO150338 Health Office Supplies Sub total: 151.00 81 81076815 05/28/2015 SHARP BUSINESS SYSTEMS PO150954 SHARP MAINTENANCE CONTRACT PO150508 SHARP COPIER MAINTENANCE PO150585 SHARP COPIER MAINTENANCE PO150226 SHARP COPIER MAINTENANCE PO150907 SHARP MAINTENANCE CONTRACT PO150965 SHARP COPIER MAINTENANCE Sub total: 6,440.51 81 81076816 05/28/2015 STEEL FENCE SYSTEMS PO150349 Steel Fence Services PO150349 Steel Fence Services PO150349 Steel Fence Services PO150349 Steel Fence Services Sub total: 2,982.00 81 81076817 05/28/2015 SoLED Energy, Inc PO226021 LED LIGHTING INSTALLATION PO225994 LIGHTING Sub total: 19,510.94 81 81076818 05/28/2015 TAG/AMS INC. PO150785 Employee Screening Sub total: 125.00 81 81076819 05/28/2015 TEACHERS DISCOVERY PO226142 CLASSROOM SUPPLIES PO226142 CLASSROOM SUPPLIES PO226142 CLASSROOM SUPPLIES PO226142 CLASSROOM SUPPLIES Sub total: 167.10

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 117 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076820 05/28/2015 UNITED REFRIGERATION INC PO150278 HVAC Supplies PO150278 HVAC Supplies Sub total: 77.62 81 81076821 05/28/2015 WELLS FARGO FINANCIAL LEASING PO150412 SHARP COPIER LEASE PO150408 SHARP COPIER LEASE PO150416 SHARP COPIER LEASE PO150416 SHARP COPIER LEASE Sub total: 6,678.11 81 81076822 05/28/2015 WESTFRESH CATERING PO226307 8TH GR EXIT INTERVIEW LUNCH PO226307 8TH GR EXIT INTERVIEW LUNCH Sub total: 1,706.26 81 81076823 05/28/2015 CINTAS CORPORATION PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150286 LAUNDRY SERVICE & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 118 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 119 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 120 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES PO150337 LAUNDRY SERVICES & SUPPLIES Sub total: 31,653.24 81 81076824 05/28/2015 MOUNT HERMON ASSOC INC PO226313 MT HERMON FIELD TRIP Sub total: 500.00 81 81076825 05/28/2015 NCS PEARSON PO225924 Testing Materials Sub total: 199.32 81 81076826 05/28/2015 NCS PEARSON PO225699 PARENT/CAREGIVE FORMS, MANUEL PO224553 WISC V KIT/FORMS/BOOKLETS Sub total: 1,172.93 81 81076827 05/28/2015 NCS PEARSON, INC PO226010 Protocols Sub total: 1,251.26 81 81076828 05/28/2015 VISTA HIGHER LEARNING PV504911 CLASSROOM/OFFICE SUPPLIES Sub total: 51.55

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 121 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076829 05/29/2015 APTOS HIGH SCHOOL PV504950 PREPAID EXPENDITURES PV504950 PREPAID EXPENDITURES Sub total: 475.00 81 81076830 05/29/2015 BENA, MARY ELLEN PV504926 CLASSROOM/OFFICE SUPPLIES PV504943 CLASSROOM/OFFICE SUPPLIES Sub total: 255.70 81 81076831 05/29/2015 BERKSON, JERRY PV504925 CLASSROOM/OFFICE SUPPLIES PV504925 CLASSROOM/OFFICE SUPPLIES Sub total: 192.58 81 81076832 05/29/2015 BRONCO BOOSTER VOLLEYBALL PV504953 PREPAID EXPENDITURES Sub total: 275.00 81 81076833 05/29/2015 CALIFORNIA THEATRE CENTER PV504933 PREPAID EXPENDITURES PV504933 PREPAID EXPENDITURES Sub total: 1,108.00 81 81076834 05/29/2015 CERNOBORI, SANDRA PV504939 CLASSROOM/OFFICE SUPPLIES PV504939 CLASSROOM/OFFICE SUPPLIES PV504939 CLASSROOM/OFFICE SUPPLIES PV504941 CLASSROOM/OFFICE SUPPLIES PV504939 ACCTS PAYABLE-USE TAX Sub total: 503.43 81 81076835 05/29/2015 DEGGELMAN, ANN PV504940 CLASSROOM/OFFICE SUPPLIES Sub total: 139.68 81 81076836 05/29/2015 DIETHER, INGRID PV504923 CLASSROOM/OFFICE SUPPLIES PV504923 CLASSROOM/OFFICE SUPPLIES PV504923 CLASSROOM/OFFICE SUPPLIES PV504923 CLASSROOM/OFFICE SUPPLIES PV504923 ACCTS PAYABLE-USE TAX Sub total: 125.13 81 81076837 05/29/2015 FRATES, CAROL PV504946 CLASSROOM/OFFICE SUPPLIES Sub total: 125.00 81 81076838 05/29/2015 FRICK, JOY PV504948 CLASSROOM/OFFICE SUPPLIES Sub total: 41.80

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 122 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076839 05/29/2015 GANSCHOW, MICHELLE PV504947 CLASSROOM/OFFICE SUPPLIES Sub total: 43.45 81 81076840 05/29/2015 GEERS, JIM PV504919 CLASSROOM/OFFICE SUPPLIES Sub total: 595.18 81 81076841 05/29/2015 GOUYET, ALEXANDER PV504957 ALL OTHER LOCAL REVENUE Sub total: 75.00 81 81076842 05/29/2015 GYVES, MERI PV504942 MILEAGE/PERSONAL EXP REIMB Sub total: 182.45 81 81076843 05/29/2015 HABITAT FOR HUMANITY EAST BAY/ PV504935 CLASSROOM/OFFICE SUPPLIES Sub total: 3,000.00 81 81076844 05/29/2015 HARBOR HIGH SCHOOL PV504954 PREPAID EXPENDITURES PV504954 PREPAID EXPENDITURES Sub total: 500.00 81 81076845 05/29/2015 HEINEMANN PV504924 PREPAID EXPENDITURES PV504924 PREPAID EXPENDITURES PV504924 PREPAID EXPENDITURES Sub total: 1,049.00 81 81076846 05/29/2015 HULL, LAURA PV504937 CLASSROOM/OFFICE SUPPLIES PV504937 CLASSROOM/OFFICE SUPPLIES PV504937 CLASSROOM/OFFICE SUPPLIES PV504937 ACCTS PAYABLE-USE TAX Sub total: 1,880.96 81 81076847 05/29/2015 KIGER, JALYNN PV504877 CLASSROOM/OFFICE SUPPLIES PV504877 CLASSROOM/OFFICE SUPPLIES PV504877 CLASSROOM/OFFICE SUPPLIES PV504877 CLASSROOM/OFFICE SUPPLIES PV504877 CLASSROOM/OFFICE SUPPLIES PV504877 CLASSROOM/OFFICE SUPPLIES PV504877 ACCTS PAYABLE-USE TAX Sub total: 2,255.33 81 81076848 05/29/2015 LEE, KRISTEN PV504920 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 123 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PV504920 CLASSROOM/OFFICE SUPPLIES Sub total: 338.96 81 81076849 05/29/2015 LOS GATOS HIGH SCHOOL PV504951 PREPAID EXPENDITURES Sub total: 300.00 81 81076850 05/29/2015 MICHEL, JULIA PV504922 CLASSROOM/OFFICE SUPPLIES Sub total: 177.75 81 81076851 05/29/2015 MILPITAS HS VOLLEYBALL PV504956 PREPAID EXPENDITURES Sub total: 500.00 81 81076852 05/29/2015 MORIMOTO, CHRIS PV504918 CLASSROOM/OFFICE SUPPLIES Sub total: 145.91 81 81076853 05/29/2015 MUELLER, ELIZABETH PV504938 CLASSROOM/OFFICE SUPPLIES PV504938 CONTRACTED SERVICES Sub total: 710.90 81 81076854 05/29/2015 OWEN, CHRISTINA PV504928 CLASSROOM/OFFICE SUPPLIES Sub total: 154.89 81 81076855 05/29/2015 PAGUIRIGAN, SARRIE PV504931 CLASSROOM/OFFICE SUPPLIES PV504931 CLASSROOM/OFFICE SUPPLIES PV504931 CLASSROOM/OFFICE SUPPLIES PV504931 CLASSROOM/OFFICE SUPPLIES PV504931 CONTRACTED SERVICES PV504931 ACCTS PAYABLE-USE TAX Sub total: 1,315.18 81 81076856 05/29/2015 PALY FIERY ARTS BOOSTERS PV504936 CLASSROOM/OFFICE SUPPLIES Sub total: 2,717.68 81 81076857 05/29/2015 PAPANICOLAU, LINDA PV504921 CLASSROOM/OFFICE SUPPLIES Sub total: 132.83 81 81076858 05/29/2015 PLUMER, PATTI SUE PV504932 CLASSROOM/OFFICE SUPPLIES PV504932 CONTRACTED SERVICES Sub total: 1,605.76 81 81076859 05/29/2015 QUISTAD, KELLY PV504917 CLASSROOM/OFFICE SUPPLIES Sub total: 115.13

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 124 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076860 05/29/2015 RICK'S ICE CREAM PV504929 CLASSROOM/OFFICE SUPPLIES Sub total: 765.00 81 81076861 05/29/2015 RIEF, PAMELA PV504930 CONTRACTED SERVICES Sub total: 240.00 81 81076862 05/29/2015 SACRED HEART CATHEDRAL PREP PV504952 PREPAID EXPENDITURES Sub total: 275.00 81 81076863 05/29/2015 SAINT FRANCIS HIGH SCHOOL PV504955 PREPAID EXPENDITURES Sub total: 350.00 81 81076864 05/29/2015 SANDERS, SYLVIA PV504916 CLASSROOM/OFFICE SUPPLIES Sub total: 268.83 81 81076865 05/29/2015 SCHMOLLER, AILEEN PV504915 CLASSROOM/OFFICE SUPPLIES Sub total: 211.44 81 81076866 05/29/2015 SULLIVAN, KATHERINE PV504945 CLASSROOM/OFFICE SUPPLIES Sub total: 87.62 81 81076867 05/29/2015 VON RUDEN, LAARNI PV504927 ALL OTHER LOCAL REVENUE Sub total: 75.00 81 81076868 05/29/2015 WESTFRESH CATERING PV504934 CONTRACTED SERVICES Sub total: 263.77 81 81076869 05/29/2015 ZWEIG, LAURA PV504949 CLASSROOM/OFFICE SUPPLIES Sub total: 203.21 81 81076870 05/29/2015 CONSTRUCTION INSPECTION SERV. PO116661 IOR Sub total: 900.00 81 81076871 05/29/2015 COULTER CONSTRUCTION INC PV504958 CONTRACTED SERVICES Sub total: 895.00 81 81076872 05/29/2015 LEW, ANGIE PV504944 MILEAGE/PERSONAL EXP REIMB Sub total: 28.12

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 125 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076873 05/29/2015 MOBILE MODULAR PO878000 modular building from MA fund Sub total: 1,824.00 81 81076874 05/29/2015 ACSA PO150678 EDCAL ADVERTISING PO150678 EDCAL ADVERTISING PO150678 EDCAL ADVERTISING PO150678 EDCAL ADVERTISING Sub total: 984.00 81 81076875 05/29/2015 ADOLESCENT COUNSELING SERVICES PO150926 Counselor Program PO150926 Counselor Program PO150926 Counselor Program PO150926 Counselor Program PO150926 Counselor Program PO150926 Counselor Program Sub total: 35,300.00 81 81076876 05/29/2015 ALL CARE PLUS INC PO150106 Live Scan PO150106 Live Scan PO150106 Live Scan Sub total: 644.00 81 81076877 05/29/2015 CENGAGE LEARNING PO226146 INSTRUCTIONAL MATERIAL CM500114 CLASSROOM/OFFICE SUPPLIES CM500113 STORES Sub total: 1,137.79 81 81076878 05/29/2015 DELTA EDUCATION PO150512 SCIENCE SUPPLIES Sub total: 173.19 81 81076879 05/29/2015 EAST BAY BATCH - COLOR PO225909 EAST BAY ELECTRIC Sub total: 3,417.28 81 81076880 05/29/2015 ECT DIRECT PO150637 Toner Cartridges PO150637 Toner Cartridges PO150637 Toner Cartridges PO150637 Toner Cartridges PO150637 Toner Cartridges Sub total: 1,148.39 81 81076881 05/29/2015 GOPHER SPORTS EQUIPMENT PO225652 PE SUPPLIES Sub total: 47.82

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 126 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ 81 81076882 05/29/2015 HEINEMANN EDUCATIONAL BOOKS PO226120 HAYS GREEN GR 1 PO226121 LLI GOLD 4TH PO226122 LLI GOLD 4TH PO226119 LLI PURPLE 5TH PO226118 LLI RED 3RD Sub total: 25,492.90 81 81076883 05/29/2015 HITE, ROSS T PO150523 INVESTIGATIVE SERVICES Sub total: 1,462.50 81 81076884 05/29/2015 JC PAPER -DEPT 34781 PO500686 Custodial Supplies Sub total: 13,201.71 81 81076885 05/29/2015 KELLY PAPER PO150699 Paper Supplies PO150699 Paper Supplies Sub total: 845.66 81 81076886 05/29/2015 METRO MOBILE COMMUNICATIONS PO150988 REPEATER SERVICE/GPS Sub total: 94.85 81 81076887 05/29/2015 NCS PEARSON INC PO226009 GFTA Sub total: 73.84 81 81076888 05/29/2015 PESI PO226190 MH Conference Sub total: 379.98 81 81076889 05/29/2015 PHONAK PO226273 Rofer PO150809 Equipment Repair PO150809 Equipment Repair Sub total: 997.96 81 81076890 05/29/2015 SADDLE POINT SYSTEMS PO150119 FASTBK DOC BINDER SUPPLIES Sub total: 248.09 81 81076891 05/29/2015 SIERRA ENVIRONMENTAL PO226314 MONTHLY INSPECTIONS Sub total: 1,365.00 81 81076892 05/29/2015 SOUTHWEST SCHOOL AND OFFICE PO150698 CLASSROOM/OFFICE SUPPLIES PO150415 CLASSROOM/OFFICE SUPPLIES

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81 PALO ALTO UNIFIED Board Warrant Approval List J263 WARBRDSC H.00.06 06/16/15 PAGE 127 May Warrants 05/01/2015 - 05/31/2015 Warrant Reference Issue Number Number Date Payee and Purpose Expenditure ------------------------------------------------------------------------------------------------------------------------------------ PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150902 CLASSROOM/OFFICE SUPPLIES PO150030 CLASSROOM/OFFICE SUPPLIES PO150030 CLASSROOM/OFFICE SUPPLIES PO150610 CLASSROOM/OFFICE SUPPLIES PO150610 CLASSROOM/OFFICE SUPPLIES PO150610 CLASSROOM/OFFICE SUPPLIES PO150139 CLASSROOM/OFFICE SUPPLIES PO150002 CLASSROOM/OFFICE SUPPLIES PO150002 CLASSROOM/OFFICE SUPPLIES PO150002 CLASSROOM/OFFICE SUPPLIES PO150002 CLASSROOM/OFFICE SUPPLIES Sub total: 3,280.67 81 81076893 05/29/2015 SYSERCO INC PO150478 Energy Mgmt Services PO150478 Energy Mgmt Services Sub total: 157.45 81 81076894 05/29/2015 Shred-It USA LLC PO150587 Shredding Services PO150587 Shredding Services Sub total: 142.92 81 81076895 05/29/2015 WEST VALLEY TRAILWAYS PO150557 STUDENT TRANSPORTATION PO150557 STUDENT TRANSPORTATION PO150557 STUDENT TRANSPORTATION PO150557 STUDENT TRANSPORTATION PO150557 STUDENT TRANSPORTATION Sub total: 12,093.87 Total Warrants Issued: 6,731,747.33 Total Warrants Canceled: 29,632.56 Total Warrants (Issued - Canceled): 6,702,114.77

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BOARD OF EDUCATION Attachment: Consent 5 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Bob Golton, Bond Program Manager SUBJECT: Approval of Strong Schools Bond Change Orders STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION It is recommended the Board of Education approve the attached list of Strong Schools Bond change orders as listed. BACKGROUND The Board of Education currently reviews and approves a list of warrants issued by the District for the previous month. The list of warrants issued is presented to the Board of Education for approval retroactively as a consent item. The same consent agenda process is used for Strong Schools Bond change orders to construction contracts. As is the case with the warrants, the approval is retroactive since the change orders will have already been agreed to with the contractors. This item lists all Strong Schools Bond change orders for the previous month. PROPOSAL It is proposed the Board of Education approve the attached list of change orders. FISCAL IMPACT The total amounts of these change orders for each project is within the 10% change order allowance.

CHANGE ORDER REPORT(Through May 2015)

School Project Name: Palo Alto High School - Performing Arts CenterContract: Alten Construction, Inc.

Change Order Contingency (10%) 2,184,400.00$ PCO Date Description Authorized

Change Order: # 08 Alternate # 10 5/14/2015 Provide designated loose seats for House 112 18,500.00$

Change Order: # 0935 5/14/2015 Delete Steel Overhang East of Column Line G (1,412.08)$ 49 5/14/2015 Added Daylight Sensor in Classroom 131 1,151.71$ 52 5/14/2015 Upgrade to Stainless Nails at Clay Tile Roofs 2,525.53$ 55 5/14/2015 Move W8x31 Beam to Accommodate AC-2 1,592.87$

Total Submitted for Approval: 22,358.03$ Previously Approved: 583,950.48$

Total: 606,308.51$

Remaining Contingency Amount: 1,578,091.49$

BOARD OF EDUCATION Attachment: Consent 6 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Cathy Mak, Chief Business Officer SUBJECT: Authorization to Award Contract for Copiers STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION It is recommended the Board of Education authorize the award of a contract for copiers to Sharp. This item was discussed at the regular meeting of June 9, 2015. BACKGROUND For the last five years we have had Sharp copiers at the elementary sites, Terman Middle School, and the District Office. Our current lease ends June 30, 2015. We have solicited three quotes as follows:

• Sharp $383,456 • ROA $390,467 • Xerox $490,181

The bid prices include the lease amounts and maintenance fees for 19 machines for 4 years. The current cost is $5,222 per machine per year. The cost breakdown is about $5,045 per machine per year for the lowest bid, totaling a savings of $3,363 per year for 19 machines. PROPOSAL Sharp has given us a “Guaranteed Replacement” agreement if any issues are encountered. The “Guaranteed Replacement” clause allows the district to swap to a new or like model with comparable or upgraded features, at the request of the District, before the 4 year lease term is up and if there are any problems. Based on the price, guarantee, and reliability, we propose to award the contract for 19 copiers to Sharp. We have received excellent support and service for the current Sharp copiers. FISCAL IMPACT The annual cost of these copiers is $95,864, to be shared about 50/50 between the Property Fund and the school site discretionary budgets. This is a replacement of the existing copiers; the costs are planned and budgeted for in the Property Fund and the site discretionary budgets. *Costs are based on current usage and may vary due to any usage changes.

BOARD OF EDUCATION Attachment: Consent 7 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott Bowers, Ed.D., Assistant Superintendent, Human Resources SUBJECT: Initial Negotiating Proposals Submitted by Palo Alto Educators Association STRATEGIC PLAN INITIATIVE Staff Development and Recruitment RECOMMENDATION It is recommended the Board of Education accept the proposed openers at their next regular meeting. This item was discussed at the regular meeting of June 9, 2015. BACKGROUND Palo Alto Educators Association (PAEA) is presenting its initial negotiating proposals for a revised collective bargaining agreement with the Board of Education. Our current agreement with the PAEA is effective through June 30, 2016. Because of our status as a basic aid district, we typically provide initial proposals before the end of the school year and prepare for negotiations in the fall for the current and following year. PAEA’s proposal is attached. Attachment

Teri Baldwin, President Palo Alto Educators Association 650-248-7929 teribaldwin@paeacta.org June 3, 2015 To: Scott Bowers From: Teri Baldwin Subject: Collective Bargaining Agreement As per Article II of the contract that expires June 30, 2016, PAEA is requesting to meet and negotiate a new collective bargaining agreement. The following are Articles that we identify as requiring negotiation: Article VI, Compensation and Benefits – PAEA’s interests include securing a general salary increase which is commensurate with the district’s ability to pay, addressing various issues regarding the application of salary schedule rules and regulations for movement on the schedule and maintaining the current health and welfare benefits. Article XIII, Working Conditions – PAEA’s interest is in modifying the language around special education and general education teacher working conditions. Negotiations on this article began in 2014-15 and we would like to continue the discussions in 2015-16. We anticipate that the District will be able to bring a team to the negotiations table in August to begin addressing the contract. CC: Marc Igler, Jeff Gielow, Mimi Park, Josh Spira

BOARD OF EDUCATION Attachment: Consent 8 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott Bowers, Ed.D., Assistant Superintendent, Human Resources SUBJECT: Initial Proposals of the Board of Education for Negotiations with Palo Alto

Educators Association STRATEGIC PLAN INITIATIVE Staff Development and Recruitment RECOMMENDATION: It is recommended the Board of Education approve the District openers for negotiations with the Palo Alto Educators Association. This item was discussed at the regular meeting of June 9, 2015 BACKGROUND: The current collective bargaining agreement between the Palo Alto Unified School District and the Palo Alto Educators Association (PAEA) ends on June 30, 2016. The agreement permits each party to reopen two articles of the Collective Bargaining Agreement (CBA) in addition to the compensation and benefits article, each year of the agreement. The Board and Association are expected to “sunshine” their interests for the upcoming negotiations during the spring. Discussions on contract language and compensation issues generally begin after the County Assessor’s tax revenue projections in August. The agreements made in the fall have then typically applied retroactively to July 1.

In anticipation of these negotiations, the Board of Education proposes to open the articles listed in the table below. Article VI: Compensation and Benefits

Provide compensation that compares favorably within the region, taking into account program priorities, goals, and the District’s ability to pay.

Reconsider and revise elements of the health benefits program. Items to be discussed include health care providers, plan features, and redistributing costs.

Article XIII: Working Conditions

Continue the work begun in 2014-15 on the working conditions pertaining to special education and general education teachers.

The primary areas of focus are prep time, training, and caseloads.

BOARD OF EDUCATION Attachment: Discussion 9 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott Bowers, Ed.D., Assistant Superintendent, Human Resources SUBJECT: Initial Negotiating Proposals Submitted by California Service Employees Association STRATEGIC PLAN INITIATIVE Staff Development and Recruitment RECOMMENDATION It is recommended the Board of Education accept the proposed openers. This item was discussed at the regular meeting of June 9, 2015. BACKGROUND California Service Employees Association (CSEA) is presenting its initial negotiating proposals for a revised collective bargaining agreement with the Board of Education. Our current agreement with the CSEA is effective through June 30, 2017. Because of our status as a basic aid district, we typically provide initial proposals before the end of the school year and prepare for negotiations in the fall for the current and following year. CSEA’s proposal is attached. Attachment

BOARD OF EDUCATION Attachment: Consent 10 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott Bowers, Ed.D., Assistant Superintendent, Human Resources SUBJECT: Initial Proposals of the Board of Education for Negotiations with California Service

Employees Association (CSEA) for the 2015-16 School Year STRATEGIC PLAN INITIATIVE Staff Development and Recruitment RECOMMENDATION It is recommended the Board of Education approve the District openers for negotiations with the CSEA for the 2015-16 school year. This item was discussed at the regular meeting of June 9, 2015. BACKGROUND CSEA and the District have a collective bargaining agreement in place through June 30, 2017. CSEA and the District have agreed to reopen two articles of the current collective bargaining agreement in addition to the compensation and benefits article for 2015-16. In anticipation of these negotiations, the Board of Education proposes to open the articles listed in the table below. Article VI: Compensation and Benefits

Provide compensation that compares favorably within the region, taking into account program priorities and goals and the District’s ability to pay.

Reconsider and revise elements of the health benefits program. Items to be discussed include such things as health care providers, plan features, redistributing costs, and retirement benefits.

Appendix B Review language pertaining to reclassifications

BOARD OF EDUCATION Attachment: Discussion 11 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Bob Golton, Bond Program Manager SUBJECT: Authorization to Contract for 2015-16 with fs3|Hodges for Bond Program

Management STRATEGIC PLAN INITIATIVE Budget and Infrastructure RECOMMENDATION It is recommended the Board of Education authorize staff to enter into a contract with fs3|Hodges in an amount not to exceed $1,062,214 for Bond Program Management. This item was discussed at the regular meeting of June 9, 2015. BACKGROUND Tom Hodges has worked for the District since 2002 as a managing partner with O’Connor Construction Management, as the owner of T.J. Hodges & Associates, and most recently as a partner in the firm of fs3|Hodges. His group has provided management services for the Building for Excellence Bond and now for the Strong Schools Bond. The service provided by Mr. Hodges has been highly satisfactory during his time at the District. PROPOSAL It is proposed the Board of Education authorize staff to enter into a contract with fs3|Hodges to continue providing program management services for the Strong Schools Bond projects. FISCAL IMPACT The fs3|Hodges contract is not to exceed total amount for 2014-2015 of $1,062,214, which is somewhat less than the 2014-15 amount. A spreadsheet showing projected staffing through June 30, 2016, and hourly rates is attached. This is a not to exceed amount, and services in excess of the total amount shown here will not take place without prior Board approval.

BOARD OF EDUCATION Attachment: Discussion 12 PALO ALTO UNIFIED SCHOOL DISTRICT DATE: 06.23.15 TO: Glenn “Max” McGee, Ph. D., Superintendent FROM: Katherine Baker, Director, Secondary Education PREPARED BY: Dave Hoshiwara, Secondary Options Coordinator SUBJECT: Renewal of the Transitional Partnership Program (TPP) Contract for 2015-2016 STRATEGIC PLAN INITIATIVE Academic Excellence and Learning RECOMMENDATION It is recommended the Board of Education approve the TPP contract. This item was discussed at the regular meeting of June 9, 2015. BACKGROUND The Transition Partnership Program (TPP) is a cooperative project of the Palo Alto Unified School District (PAUSD) and Department of Rehabilitation. Currently TPP is working with over 75 participants. TPP supports our students with career vocational information and experiences to introduce them to the working world. The program helps students in a career search and uses the available vocational education resources for growth and independence on a career track. The program has provided a portion of an instructor, a coordinator, a part-time Transition Specialist, individual job developers, job coaches, and support staff to access vocational resources. Some examples of student participation are: • Community-Based Instructional Training

• Palo Alto Veterans Administration • Higher Education

• Stanford, UC Berkeley, UCLA, UC Irvine, UC San Diego, Rochester Institute of Technology, Santa Clara University, and Foothill College

• Adult TPP • Continued community job placements through PAUSD Adult Ed • Job development is a continuing process generated by individual teacher/student requests

PROPOSAL Areas of concentration for the 2015-2016 fiscal year continue to be: • Continue expansion to include all eligible students through stronger interface with the

Department of Rehabilitation • Develop and collaborate with community agencies for additional services to students • Refine Adult TPP, currently located at HOPE Services in Mountain View

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• Pursue dissemination of information to the community regarding program and resources FISCAL IMPACT The District contracts a “3:1 cash/certified time” match with the Department of Rehabilitation, this is the equivalent of a matching grant. PAUSD will receive over $400,000 of vocational services for TPP participants.

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BOARD OF EDUCATION Attachment: Consent 13 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent of Schools FROM: Charles Young, Associate Superintendent – Educational Services SUBJECT: Local Control Accountability Plan (LCAP) STRATEGIC PLAN INITIATIVE Academic Excellence and Learning Budget and Infrastructure Governance and Communication Staff Development and Recruitment RECOMMENDATION It is recommended the Board of Education approve the Local Control Accountability Plan (LCAP). This item was discussed at the regular meeting of June 9, 2015. BACKGROUND As part of legislation on school funding and accountability signed by the Governor in 2013 and State Board of Education regulations, every California school district is required to prepare a Local Control Accountability Plan (LCAP). As a Community Funded school district, we do not receive additional revenue under this new legislation, but we are, nonetheless, required to prepare the LCAP for our district. One of the intents of this legislation was to encourage greater conversation between school districts and the communities they serve. In the case of Palo Alto Unified, many of the recommended steps were similar to the work the district has been doing as part of its Strategic Plan process. These steps include annual surveys to measure student, staff, and parent/guardian sentiments and response to community input. To the extent possible, the LCAP and district Strategic Plan process have been woven together. Development of the LCAP There are three broad categories of the plan, which include Conditions of Learning, Pupil Outcomes, and Engagement. Within those categories, there are eight priorities that include: Basic (teacher credentialing, standard aligned instructional materials, and school facilities), Implementation of State Standards, Course Access, Pupil Achievement, Other Pupil Outcomes, Parent Involvement, Pupil Engagement, and School Climate. To address the eight priority areas, the LCAP must include goals, progress indicators/metrics, actions with proposed expenditures, and budget allocations indicating support for Local Control Funding Formula (LCFF) subgroups. Our current Strategic Plan aligns well with the required areas outlined in the LCAP. Local Control Funding Formula (LCFF)

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The Palo Alto Unified School District does not receive additional revenue from the LCFF funds. The hold harmless provision in the LCFF capped the District’s state categorical program revenue at the 2012-13 level, which is $2.5 million. We have not been informed of increases in the cap for the out years. Process, Overview, and Update of Year One and Update of Goals for Year Two This is the second year of the LCAP process. Information on the LCAP is provided on the district website at http://pausd.org/community/LCAP/index.shtml, and input was requested at community meetings held on March 5 and April 30 at the District Office. Feedback was also received from the Santa Clara County Office of Education on this year’s plan. Additionally, the California Department of Education revised the LCAP format for Year Two to reflect fewer goals and actions to ensure a target focus from districts statewide. Input from all stakeholders, the County, and the State, is incorporated in PAUSD’s Year Two plan. Tonight’s presentation includes a progress update on goals and actions from available data. Progress indicators for several goals and actions are linked to the new Smarter Balanced assessment and the Strategic Plan, and will be discussed once they become available. The two attachments include a progress update data collection form completed by staff, and a draft of next year’s goals and actions. After tonight’s public hearing and discussion, the proposed LCAP and budget will be brought to the Board for approval on June 23. The plan is due to the County Office of Education by June 30. Attachments

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Introduction:

LEA: Palo Alto Unified School District Contact (Name, Title, Email, Phone Number): Dr. Glenn McGee, Superintendent, superintendent@pausd.org, LCAP Year: 2015-16

Local Control and Accountability Plan and Annual Update Template

The Local Control and Accountability Plan (LCAP) and Annual Update Template shall be used to provide details regarding local educational agencies’ (LEAs) actions and expenditures to support pupil outcomes and overall performance pursuant to Education Code sections 52060, 52066, 47605, 47605.5, and 47606.5. The LCAP and Annual Update Template must be completed by all LEAs each year.

For school districts, pursuant to Education Code section 52060, the LCAP must describe, for the school district and each school within the district, goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, for each of the state priorities and any locally identified priorities.

For county offices of education, pursuant to Education Code section 52066, the LCAP must describe, for each county office of education-operated school and program, goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, who are funded through the county office of education Local Control Funding Formula as identified in Education Code section 2574 (pupils attending juvenile court schools, on probation or parole, or mandatorily expelled) for each of the state priorities and any locally identified priorities. School districts and county offices of education may additionally coordinate and describe in their LCAPs services provided to pupils funded by a school district but attending county-operated schools and programs, including special education programs.

Charter schools, pursuant to Education Code sections 47605, 47605.5, and 47606.5, must describe goals and specific actions to achieve those goals for all pupils and each subgroup of pupils identified in Education Code section 52052, including pupils with disabilities, for each of the state priorities as applicable and any locally identified priorities. For charter schools, the inclusion and description of goals for state priorities in the LCAP may be modified to meet the grade levels served and the nature of the programs provided, including modifications to reflect only the statutory requirements explicitly applicable to charter schools in the Education Code.

The LCAP is intended to be a comprehensive planning tool. Accordingly, in developing goals, specific actions, and expenditures, LEAs should carefully consider how to reflect the services and related expenses for their basic instructional program in relationship to the state priorities. LEAs may reference and describe actions and expenditures in other plans and funded by a variety of other fund sources when detailing goals, actions, and expenditures related to the state and local priorities. LCAPs must be consistent with school plans submitted pursuant to Education Code section 64001. The information contained in the LCAP, or annual update, may be supplemented by information contained in other plans (including the LEA plan pursuant to Section 1112 of Subpart 1 of Part A of Title I of Public Law 107-110) that are incorporated or referenced as relevant in this document.

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For each section of the template, LEAs shall comply with instructions and should use the guiding questions as prompts (but not limits) for completing the information as required by statute. Guiding questions do not require separate narrative responses. However, the narrative response and goals and actions should demonstrate each guiding question was considered during the development of the plan. Data referenced in the LCAP must be consistent with the school accountability report card where appropriate. LEAs may resize pages or attach additional pages as necessary to facilitate completion of the LCAP.

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State Priorities

The state priorities listed in Education Code sections 52060 and 52066 can be categorized as specified below for planning purposes, however, school districts and county offices of education must address each of the state priorities in their LCAP. Charter schools must address the priorities in Education Code section 52060(d) that apply to the grade levels served, or the nature of the program operated, by the charter school.

A. Conditions of Learning:

Basic: degree to which teachers are appropriately assigned pursuant to Education Code section 44258.9, and fully credentialed in the subject areas and for the pupils they are teaching; pupils have access to standards-aligned instructional materials pursuant to Education Code section 60119; and school facilities are maintained in good repair pursuant to Education Code section 17002(d). (Priority 1)

Implementation of State Standards: implementation of academic content and performance standards and English language development standards adopted by the state board for all pupils, including English learners. (Priority 2)

Course access: pupil enrollment in a broad course of study that includes all of the subject areas described in Education Code section 51210 and subdivisions (a) to (i), inclusive, of Section 51220, as applicable. (Priority 7)

Expelled pupils (for county offices of education only): coordination of instruction of expelled pupils pursuant to Education Code section 48926. (Priority 9)

Foster youth (for county offices of education only): coordination of services, including working with the county child welfare agency to share information, responding to the needs of the juvenile court system, and ensuring transfer of health and education records. (Priority 10)

B. Pupil Outcomes:

Pupil achievement: performance on standardized tests, score on Academic Performance Index, share of pupils that are college and career ready, share of English learners that become English proficient, English learner reclassification rate, share of pupils that pass Advanced Placement exams with 3 or higher, share of pupils determined prepared for college by the Early Assessment Program. (Priority 4)

Other pupil outcomes: pupil outcomes in the subject areas described in Education Code section 51210 and subdivisions (a) to (i), inclusive, of Education Code section 51220, as applicable. (Priority 8)

C. Engagement:

Parental involvement: efforts to seek parent input in decision making at the district and each schoolsite, promotion of parent participation in programs for unduplicated pupils and special need subgroups. (Priority 3)

Pupil engagement: school attendance rates, chronic absenteeism rates, middle school dropout rates, high school dropout rates, high school graduations rates. (Priority 5)

School climate: pupil suspension rates, pupil expulsion rates, other local measures including surveys of pupils, parents and teachers on the sense of safety and school connectedness. (Priority 6)

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Section 1: Stakeholder Engagement

Meaningful engagement of parents, pupils, and other stakeholders, including those representing the subgroups identified in Education Code section 52052, is critical to the LCAP and budget process. Education Code sections 52060(g), 52062 and 52063 specify the minimum requirements for school districts; Education Code sections 52066(g), 52068 and 52069 specify the minimum requirements for county offices of education, and Education Code section 47606.5 specifies the minimum requirements for charter schools. In addition, Education Code section 48985 specifies the requirements for translation of documents.

Instructions: Describe the process used to consult with parents, pupils, school personnel, local bargaining units as applicable, and the community and how this consultation contributed to development of the LCAP or annual update. Note that the LEA’s goals, actions, services and expenditures related to the state priority of parental involvement are to be described separately in Section 2. In the annual update boxes, describe the stakeholder involvement process for the review, and describe its impact on, the development of the annual update to LCAP goals, actions, services, and expenditures.

Guiding Questions:

1) How have applicable stakeholders (e.g., parents and pupils, including parents of unduplicated pupils and unduplicated pupils identified in Education Code section 42238.01; community members; local bargaining units; LEA personnel; county child welfare agencies; county office of education foster youth services programs, court-appointed special advocates, and other foster youth stakeholders; community organizations representing English learners; and others as appropriate) been engaged and involved in developing, reviewing, and supporting implementation of the LCAP?

2) How have stakeholders been included in the LEA’s process in a timely manner to allow for engagement in the development of the LCAP?3) What information (e.g., quantitative and qualitative data/metrics) was made available to stakeholders related to the state priorities and used by the LEA

to inform the LCAP goal setting process? How was the information made available?4) What changes, if any, were made in the LCAP prior to adoption as a result of written comments or other feedback received by the LEA through any of

the LEA’s engagement processes?5) What specific actions were taken to meet statutory requirements for stakeholder engagement pursuant to Education Code sections 52062, 52068, and

47606.5, including engagement with representatives of parents and guardians of pupils identified in Education Code section 42238.01?6) What specific actions were taken to consult with pupils to meet the requirements 5 CCR 15495(a)?7) How has stakeholder involvement been continued and supported? How has the involvement of these stakeholders supported improved outcomes for

pupils, including unduplicated pupils, related to the state priorities?

Involvement Process Impact on LCAPEducation Services team begin planning in October and continued meeting monthly. February 18th an email was sent to community and staff inviting them to the LCAP presentation.

Publicly launched the LCAP for community involvement

Timeline of upcoming events include: March 5th Community Meeting. April 30th Follow up Community Meeting, June 9th, Public Hearing, Board Discussion, June 23rd Board Action Item

Increased awareness of the LCAP and promoted outreach for parent involvement through principal communication with the School Site Councils

Invited representatives from existing committees that advocate on behalf of all Ensuring representation of all stakeholder groups and student subgroups that

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significant subgroups in our community to participate in the LCAP Advisory Group, including:Speak (Special Education Parent Advisory Group)PASS (Parent Advocates for Student Success)SEAN (Student Equity Action Network)DELAC (District English Language Advisory Committee)DAC (District Advisory Committee)PTA (Parent Teacher Association)Voluntary Transfer Parent GroupWe Can Do Better Palo AltoChines Parent Advocacy GroupPAMA (Palo Alto Management Association)PAEA (Palo Alto Educator’s Association)CSEA (California School Employee Association)Community Member at Large: Community members not affiliated with a group, can attend as a community member at large.

are reflected in the goals of the LCAP.

Created a web presence on our existing district website to create awareness of the LCAP process throughout the community and share progress (http://pausd.org/community/LCAP/index.shtml)

Broadening awareness of the LCAP process and establishing a "homebase" for all LCAP communication, information and results.

Educational Services meetings begin in October and continued monthly to plan the first LCAP Advisory Meeting to be held on March 5th. LCAP Boards were generated for each state priority area.

Helps leaders in our district collaborate on a common direction for the focus of the LCAP goals and actions, and raises deeper understanding across the department to maintain a consistent message around the purpose of the LCAP.

Consult with stakeholders through Strategic Plan/LCAP/WASC Survey (3/3-3/30). English and Spanish surveys available for parents.

Solicit input on LCAP from parents, students, teachers, administrators and classified staff.

LCAP Advisory Group meeting on 4/30/15 at the district office. Offered an overview of the LCAP process and an opportunity to provide feedback on the eight state priority areas.

Provided stakeholders an opportunity to review the 8 state priority areas and our data related to the 8 state priority areas. Written feedback in each of the 8 state priority areas was collected.

A dedicated email for LCAP@pausd.org has been in place and is monitored for feedback.

Offered an alternative method for soliciting input to the LCAP process.

Aggregated all of the feedback from the LCAP Advisory Meeting for Superintendent's written response in each of the 8 state priority areas.

Ensured that the LCAP process is communicated throughout the district, and to all departments from top leadership.Ensured that the LCAP Overview and opportunity for input on the 8 state

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priority areas was offered at least two additional times.Planning meetings were scheduled with the Educational Services department to draft the first LCAP, including goals, progress indicators, actions, expenditures and financial commitments.

Provided an opportunity for district staff to align the LCAP with our current Strategic Plan and to identify how our current categorical funding will be realigned with LCFF.

Shared first draft of the LCAP for Year 1 Goals, Actions and Expenditures with the site principals for our seventeen sites at the PK12 principals' meeting on May 12th

Provided an opportunity to share the LCAP process and ongoing work at the district level with the site leadership team.

Provide a forum to receive input on the first draft of the LCAP from our key stakeholders representing the LCFF student subgroups and bargaining units.Provided an opportunity for our Board members to become familiar with the first draft of the LCAP plan to provide feedback about the process.

Public Hearing and Discussion scheduled for June 9th on the same night as the LEA Budget.June 23rd is scheduled to be on the Board for action.

Finalize the process of approving the LCAP.

Annual Update: Annual Update:

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Section 2: Goals, Actions, Expenditures, and Progress Indicators

Instructions:

All LEAs must complete the LCAP and Annual Update Template each year. The LCAP is a three-year plan for the upcoming school year and the two years that follow. In this way, the program and goals contained in the LCAP align with the term of a school district and county office of education budget and multiyear budget projections. The Annual Update section of the template reviews progress made for each stated goal in the school year that is coming to a close, assesses the effectiveness of actions and services provided, and describes the changes made in the LCAP for the next three years that are based on this review and assessment.

Charter schools may adjust the table below to align with the term of the charter school’s budget that is submitted to the school’s authorizer pursuant to Education Code section 47604.33.

For school districts, Education Code sections 52060 and 52061, for county offices of education, Education Code sections 52066 and 52067, and for charter schools, Education Code section 47606.5 require(s) the LCAP to include a description of the annual goals, for all pupils and each subgroup of pupils, to be achieved for each state priority as defined in 5 CCR 15495(i) and any local priorities; a description of the specific actions an LEA will take to meet the identified goals; a description of the expenditures required to implement the specific actions; and an annual update to include a review of progress towards the goals and describe any changes to the goals.

To facilitate alignment between the LCAP and school plans, the LCAP shall identify and incorporate school-specific goals related to the state and local priorities from the school plans submitted pursuant to Education Code section 64001. Furthermore, the LCAP should be shared with, and input requested from, schoolsite-level advisory groups, as applicable (e.g., schoolsite councils, English Learner Advisory Councils, pupil advisory groups, etc.) to facilitate alignment between school-site and district-level goals and actions. An LEA may incorporate or reference actions described in other plans that are being undertaken to meet the goal.

Using the following instructions and guiding questions, complete a goal table (see below) for each of the LEA’s goals. Duplicate and expand the fields as necessary.

Goal: Describe the goal:

When completing the goal tables, include goals for all pupils and specific goals for schoolsites and specific subgroups, including pupils with disabilities, both at the LEA level and, where applicable, at the schoolsite level. The LEA may identify which schoolsites and subgroups have the same goals, and group and describe those goals together. The LEA may also indicate those goals that are not applicable to a specific subgroup or schoolsite.

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Related State and/or Local Priorities: Identify the state and/or local priorities addressed by the goal by placing a check mark next to the applicable priority or priorities. The LCAP must include goals that address each of the state priorities, as defined in 5 CCR 15495(i), and any additional local priorities; however, one goal may address multiple priorities.

Identified Need: Describe the need(s) identified by the LEA that this goal addresses, including a description of the supporting data used to identify the need(s).

Schools: Identify the schoolsites to which the goal applies. LEAs may indicate “all” for all schools, specify an individual school or a subset of schools, or specify grade spans (e.g., all high schools or grades K-5).

Applicable Pupil Subgroups: Identify the pupil subgroups as defined in Education Code section 52052 to which the goal applies, or indicate “all” for all pupils.

Expected Annual Measurable Outcomes: For each LCAP year, identify and describe specific expected measurable outcomes for all pupils using, at minimum, the applicable required metrics for the related state priorities. Where applicable, include descriptions of specific expected measurable outcomes for schoolsites and specific subgroups, including pupils with disabilities, both at the LEA level and at the schoolsite level.

The metrics used to describe the expected measurable outcomes may be quantitative or qualitative, although the goal tables must address all required metrics for every state priority in each LCAP year. The required metrics are the specified measures and objectives for each state priority as set forth in Education Code sections 52060(d) and 52066(d). For the pupil engagement priority metrics, LEAs must calculate the rates specified in Education Code sections 52060(d)(5)(B), (C), (D) and (E) as described in the Local Control Accountability Plan and Annual Update Template Appendix, sections (a) through (d).

Action/Services: For each LCAP year, identify all annual actions to be performed and services provided to meet the described goal. Actions may describe a group of services that are implemented to achieve the identified goal.

Scope of Service: Describe the scope of each action/service by identifying the schoolsites covered. LEAs may indicate “all” for all schools, specify an individual school or a subset of schools, or specify grade spans (e.g., all high schools or grades K-5). If supplemental and concentration funds are used to support the action/service, the LEA must identify if the scope of service is districtwide, schoolwide, countywide, or charterwide.

Pupils to be served within identified scope of service: For each action/service, identify the pupils to be served within the identified scope of service. If the action to be performed or the service to be provided is for all pupils, place a check mark next to “ALL.”

For each action and/or service to be provided above what is being provided for all pupils, place a check mark next to the applicable unduplicated pupil subgroup(s) and/or other pupil subgroup(s) that will benefit from the additional action, and/or will receive the additional service. Identify, as applicable, additional actions and services for unduplicated pupil subgroup(s) as defined in Education Code section 42238.01, pupils redesignated fluent English proficient, and/or pupils subgroup(s) as defined in Education Code section 52052.

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Budgeted Expenditures: For each action/service, list and describe budgeted expenditures for each school year to implement these actions, including where those expenditures can be found in the LEA’s budget. The LEA must reference all fund sources for each proposed expenditure. Expenditures must be classified using the California School Accounting Manual as required by Education Code sections 52061, 52067, and 47606.5.

Guiding Questions:

1) What are the LEA’s goal(s) to address state priorities related to “Conditions of Learning”?2) What are the LEA’s goal(s) to address state priorities related to “Pupil Outcomes”? 3) What are the LEA’s goal(s) to address state priorities related to parent and pupil “Engagement” (e.g., parent involvement, pupil engagement, and school

climate)?4) What are the LEA’s goal(s) to address any locally-identified priorities? 5) How have the unique needs of individual schoolsites been evaluated to inform the development of meaningful district and/or individual schoolsite goals

(e.g., input from site level advisory groups, staff, parents, community, pupils; review of school level plans; in-depth school level data analysis, etc.)? 6) What are the unique goals for unduplicated pupils as defined in Education Code sections 42238.01 and subgroups as defined in section 52052 that are

different from the LEA’s goals for all pupils?7) What are the specific expected measurable outcomes associated with each of the goals annually and over the term of the LCAP?8) What information (e.g., quantitative and qualitative data/metrics) was considered/reviewed to develop goals to address each state or local priority?9) What information was considered/reviewed for individual schoolsites?10) What information was considered/reviewed for subgroups identified in Education Code section 52052?11) What actions/services will be provided to all pupils, to subgroups of pupils identified pursuant to Education Code section 52052, to specific schoolsites,

to English learners, to low-income pupils, and/or to foster youth to achieve goals identified in the LCAP?12) How do these actions/services link to identified goals and expected measurable outcomes? 13) What expenditures support changes to actions/services as a result of the goal identified? Where can these expenditures be found in the LEA’s budget?

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Provide middle school after-school tutoring

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Structure community conversations for SPanish-speaking, low-income or VTP families at elementary schools to welcome them and inform them about resources on site so they become more engaged in whole school activities.

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Section 3: Use of Supplemental and Concentration Grant funds and Proportionality

A. In the box below, identify the amount of funds in the LCAP year calculated on the basis of the number and concentration of low income, foster youth, and English learner pupils as determined pursuant to 5 CCR 15496(a)(5).

Describe how the LEA is expending these funds in the LCAP year. Include a description of, and justification for, the use of any funds in a districtwide, schoolwide, countywide, or charterwide manner as specified in 5 CCR 15496.

For school districts with below 55 percent of enrollment of unduplicated pupils in the district or below 40 percent of enrollment of unduplicated pupils at a schoolsite in the LCAP year, when using supplemental and concentration funds in a districtwide or schoolwide manner, the school district must additionally describe how the services provided are the most effective use of funds to meet the district’s goals for unduplicated pupils in the state and any local priority areas. (See 5 CCR 15496(b) for guidance.)

Total amount of Supplemental and Concentration grant funds calculated: $2.4 million Palo Alto Unified School District will receive $2.4 million in supplemental Local Control Funding Formula beginning in 2015-16. This amount will increase to approximately $2.7 million in 2016-17 and $2.9 million in 2016-17. Palo Alto Unified will offer a variety of programs and supports specifically for English learners, low income students and foster youth. These include: ELD teachers at every level, targeted instructional support materials in literacy and mathematics, primary language tutors, partnerships with organizations to provide mentoring and tutoring for struggling students, after school tutoring and intervention programs, an expansion of the AVID program in middle schools and high schools, courses in READ 180, Reading Enhancement and Academic Language Development, professional learning, counseling support, summer interventions programs, Springboard for Pre-K, services in mental health and truancy prevention, and McKinney Vento programs to support homeless and foster youth.

B. In the box below, identify the percentage by which services for unduplicated pupils must be increased or improved as compared to the services provided to all pupils in the LCAP year as calculated pursuant to 5 CCR 15496(a).

Consistent with the requirements of 5 CCR 15496, demonstrate how the services provided in the LCAP year for low income pupils, foster youth, and English learners provide for increased or improved services for these pupils in proportion to the increase in funding provided for such pupils in that year as calculated pursuant to 5 CCR 15496(a)(7). An LEA shall describe how the proportionality percentage is met using a quantitative and/or qualitative description of the increased and/or improved services for unduplicated pupils as compared to the services provided to all pupils.

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Palo Alto Unified School District is planning a 2.72% increase in services for low income, English Learner, RFEP and/or Foster Youth Students for 2015-16, and 2.97% for 2016-17, and 3.20% increase in 2017-18.Palo Alto Unified will offer a variety of programs and supports specifically for English learners, low income students and foster youth. These include: ELD teachers at every level, targeted instructional support materials in literacy and mathematics, primary language tutors, partnerships with organizations to provide mentoring and tutoring for struggling students, after school tutoring and intervention programs, an expansion of the AVID program in middle schools and high schools, courses in READ 180, Reading Enhancement and Academic Language Development, professional learning, counseling support, summer interventions programs, Springboard for Pre-K, services in mental health and truancy prevention, and McKinney Vento programs to support homeless and foster youth.

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PAUSD LCAP Feedback Form

Department: Ed Services, Professional Learning, Human Resources Priority #: 1 (All students) Goal: SP2013-C: Create an exceptional, positive teaching environment by developing, recruiting, and retaining the most talented staff and supporting a culture of professional growth and innovation. SP2013-A3.4: Increase and improve job-embedded professional development and co-teaching to ensure access to the general education curriculum for historically underserved populations (e.g. special education, English Learners, underrepresented minority groups and low income) SP2013-C3: Ensure strong talent and leadership across teaching staffing, administrative, and teaching roles that reflect the diversity of our community. SP2013-C3.3: Recruit and hire staff that reflect the diversity of our community.

Action # Evidence Feedback Add/Delete 1.1 PAUSD will use state BTSA Accreditation cycle to monitor Professional Growth of new teachers.

Beginning Teacher Support and Assessment program accredited by the state, no recommendations

1.2 BTSA coaches and coordinator will deliver CA standards that target LCFF groups.

New Teacher Equity Trainings in Year 2 implementation

1.3 Staff will monitor hiring practices and use the state accountability system Dataquest to check for goals of increasing the reflection of diversity of PAUSD staff.

100% of our 786 teachers hold CTC teaching credentials. 99% are Highly Qualified Teachers. 1% of the teachers have Board approved Local Assignment Options.

The ethnic diversity of our newly hired certificated staff for the 2014-15 school year was: Asian: 19% Asian-Indian: 1% Black: 3% Hispanic: 12% Other: 5% White: 59% The ethnic diversity of our overall certificated staff in 2014-15 is: Asian: 11.2% Asian-Indian: 1.9% Black: 2.4% Hispanic: 7.3% Other: 2.3% White: 73.5%

1.4 Staff will participated in 18 hours of PD every two years

Records in My Learning Plan for participation from June 1-present. PD will be aligned to district, site and individual goals.

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1.5 Training for Instructional Aides

For special education aides, change to contract, agendas from SDDs in August, Oct. and Feb. For all classified, Feb. 12 workshops. Plans in progress for classified PD workshops around Writing Workshop and math for spring 2015.

PAUSD LCAP Feedback Form

Department: Business Services Priority #: 2 (All students) Goal: SP2013-D: Optimize use of resources to support student development and to ensure robust long-term plans for physical and financial capacity through prudent steward resources, enhanced public/private support and strong community partnerships. SP2013-D1: Optimize the use of resources for maximum impact on student learning.

Action Evidence Feedback Add/Delete 3.1 Cathy Mak

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 2 (All students) Goal: SP2013-A2: Ensure post-secondary preparation by implementing the Common Core State Standards, improving feedback for students, and increasing consistency in curriculum, grading, and homework across sites, grades, and courses. SP-2013-A2.1: Integrate Common Core State Standards with an emphasis on content mastery, critical thinking, creativity, communication, collaboration, and technological literacy. SP2013-C1: Foster a culture of relevant and effective professional growth among all staff to develop a community of learners. SP2013-E2.2: Improve vertical and horizontal alignment on academic rigor, grading, and cultivation in core skills and content.

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Action Evidence Feedback Add/Delete 4.1 Use goals and actions from CCSS implementation plan to evaluate progress towards CCSS implementation. Use feedback from professional development evaluations, teacher focus groups, and annual teacher surveys to gather data and inform subsequent updates to CCSS implementation plan.

CCSS Survey (from Janine) PD Feedback data (Teachers College, Secondary Summer Institute, June 2014, SDD feedback, release day agendas, PD attendance in and out of district—from stipend forms and MLP) Secondary Professional Learning Day Agendas 2/12/15 Secondary Site-Based Professional Learning Day October 2014

4.2 Use current systems of teacher collaboration and professional learning to implement the CCSS Implementation Plan for vertical and horizontal alignment (e.g., Middle School Teams, Grade Level Collaboration, High School Department Meetings)

Secondary Steering committee agendas Release days for alignment work (writing focused for elementary and department focused for secondary) Austin Buffum, PLC work to strengthen collaboration, common release time for elementary teachers

4.3 Administrators provide opportunities and support collaboration efforts by ensuring time and structures are provided (e.g., Steering Committees, Instructional Supervisor meetings, Department and grade level meetings)

WASC reports identified restructuring time as a goal moving forward Work with Guiding Coalitions to build capacity Elementary restructured common planning time Elementary Inquiry Groups (Writing, Math, STEAM, Kinder Math)

Redundant with 4.2

Delete

4.4 District CCSS Implementation Plan to be updated annually

Will be updated in spring 2015, based on survey data (CCSS feedback survey and secondary PD interest survey)

For 4.1 to happen this has to happen.

Delete

4.5 Site-based professional development plans will include a focus on deepening understanding of CCSS all teachers each year

Site based PD agendas, PDC (elementary), SPSA and WASC reports, trainings at individual sites provided by the TOSA Team

Redundant with 4.1

Delete

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PAUSD LCAP Feedback Form

Department: Communications and Instructional Technology Priority #: 3 (All Students) Goal: SP2013-A3.1: Write and implement an action plan with key stakeholders to examine and address processes, procedures, and cultural conditions that may serve as barriers to the high achievement of underserved students. SP2013-A3.2 Raise awareness of available resources to support student learning. SP2013-E: Create a focused, transparent governance process that is a model of informed communication, evidence-based decision making, and clarity of responsibility between Board, District and Sites. SP2013-E1: Engender trust with the community through frequent, clear, transparent and varied communication.

Action # Evidence Feedback Add/Delete 12.1 Communication officer will monitor communications through parent surveys, websites, and parent input.

The Minority and Talent Task Force created in November. Recommendations will be ready by June. Schoology group will be activated

12.2 Utilize input from parent community to maintain, create and support programs that reflect community values.

Parent programming is publicized through eNews (PTA newsletter for each school), Infinite Campus emails and voicemails, posting on the PAUSD website and district calendar, and in monthly “Max Mail” districtwide newsletter, and “News You Can Use” videos with Dr. McGee and press releases. If appropriate, materials are provided in multiple languages.

12.3

Derek

12.4 Increase awareness and understanding of district wide goals and initiatives.

Monthly “Max Mail” district newsletters and “News You Can Use” video updates along with Infinite Campus (IC) letters when immediate information is needed. Press releases and frequent posts on the district calendar and website are used as well.

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 4 (All Students) Goal: SP2013-A1: Differentiate the educational experience to effectively engage appropriately challenge and ensure mastery for every student. SP2013-A3. Significantly raise the achievement of historically underserved populations by ensuring equity of preparation, access and support.

4

Action # Evidence Feedback Add/Delete 9.1

Charles

9.2 A comprehensive K-12 RTI plan is developed and implemented

Elementary Plan continued implementation. Secondary plan was not implemented with fidelity.

Secondary to reexamine RtI implementation and goals.

9.3 Each school team attends sessions, develops a school plan, provides site leadership and shares its work with all other school teams

Austin Buffum agendas

9.4 Administer a college/career readiness survey, Campus Ready

Chris K. Hired in February will provide updates by May

delete

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 5 (All Students) Goal: SP2013-B2.2: Develop and formalize policies and practices that support student safety and well-being. SP2013-B1.1: Identify key social, emotional and physical needs of students, provide support for these needs across sites and monitor student development.

Action # Evidence Feedback Add/Delete 10.1 Expanded services to promote student attendance and connectedness for all students

Created the Attendance Collaborative Team and the Safe and Welcoming Schools Committee. Continued to facilitate LGBTQQ and Health Council Committees. Hosts annual events such as Unity Day, Student Services Fair, and Parent Ed nights

Ongoing efforts delete

10.2 Review and Analyze all PAUSD students Attendance; current systems and support services that promote student attendance and connectedness for all students

Created the Attendance Collaborative Team to help provide support and strategies to improve attendance. The ACT committee meets monthly

The ACT committee meets monthly and will have a report by the end of school year

5

10.3 Monitoring by District Office Administration of school Interventions to reduce truancy, daily parental contact, parent conference with teachers, assigning appropriate disciplinary consequences, counseling referrals, attendance letters

Hired District Social Worker to oversee truancy

Social Worker position to be ongoing

10.4 Review Student Handbook, school websites and other communication tools and to ensure that they reflect consistent practices for implementation around Board Policy and Administrative Regulations related to attendance and clarity to stakeholders around expectations

Completed at the Secondary level delete

10.5 Training for key staff and attendance department to align practices and consistently provide documentation about attendance notification. Implement Board attendance policy and develop consistent practices, training protocols for tracking and monitoring attendance

Created the Attendance Collaborative Team to help provide support and strategies to improve attendance. The ACT committee meets monthly.

Work is ongoing

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 6 (All Students) Goal: SP2013-B2.2: Develop and formalize policies and practices that support student safety and well-being. SP2013-B1.1: Identify key social, emotional and physical needs of students, provide support for these needs across sites and monitor student development.

6

Action # Evidence Feedback Add/Delete 11.1 Provide consistent practices and training protocols around behavior intervention and support. Continue to define and expand the Safe and Welcoming Schools initiative.

Created the Attendance Collaborative Team and the Safe and Welcoming Schools Committee. Continued to facilitate LGBTQQ, Health Council committees. Hosted PD for staff, trainings, and Parent Ed nights.

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11.2 Review CHKS, PARCS and Strategic Plan Survey regarding social emotional well-being of all students. Gather cumulative information on school environments-data, programs, training opportunities, etc. and evaluate needs and gaps

Provided gathered data on Board reports on Dec 2014 and January 2015

delete

11.3 Continue to provide mental health counseling and support services to all students

Expanded Mental Health services at Elementary level. 3 Session therapy referrals available to all students and PAUSD staff

Ongoing efforts delete

11.4 Continue to provide guidance counseling and support services to all students

Offered PD trainings on Feb and March 2015, retreat in August 2014, multiple 504 trainings, etc.

Got good feedback on trainings and Parent Ed night.. Working on hosting more PD trainings for staff

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11.5 Draft and approve a Board Policy and AR on Bullying and Student Conduct

Finalized BP and AR are up on PAUSD website

PAUSD

LCAP Feedback Form

Department: Ed Services, Professional Learning Priority #: 7 (All Students) Goal: SP2013-A1.1: Increase small group instruction and other differentiation strategies effectively to appropriately challenge all students to ensure core content mastery. SP2013-A1.3: Strengthen the use of prevention and early intervention strategies both within and outside the classroom for students at risk

7

Action Evidence Feedback Add/Delete 6.1 Use RTI to identify and offer strategic support to struggling students

All k-5 schools have submitted a comprehensive RTI Plan

Mid Year check-ins have validated implementation and documented individual progress

6.2 All elementary students will continue to be provided access to a wide range of courses including library-media, music, PE, and art provided by specialists.

2014-2015 Elementary Prep Schedule

6.3 Primary language tutors are provided to students to ensure access to all curriculum

Elementary newcomer students are provided appropriate language tutors. Schedules of tutors.

6.4 Provide access to summer school to enable students to extend learning beyond the regular school year

Elementary TOSA provides sites and families with a Summer School Plan and structure.

6.5 Continue to support high quality literacy instruction through partnership with Teacher’s College

Writing Institutes July 2013, July 2014, Feb. 2015, Project Schools (Hays and PV), Principal workshops, July 2013 and September 2014, Board Report (Oct, 2014 for data, budget, feedback, etc.), site based TOSA support—whole staff, grade level, individual, evidence in TOSA tracker, TOSA records Principal Training sessions with TC (Lori Pessah)

Perhaps reword to focus on high qualify professional learning for literacy instruction (with TC as an example). Allows for us to adapt plan as needed as we build capacity within our district

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 7 (All Students) Goal: SP2013-A1.1 Increase small group instruction and other differentiation strategies effectively to appropriately challenge all students to ensure core content mastery. SP2013-A2: Ensure post-secondary preparation by implementing the Common Core Standards, improving feedback for students, and increasing consistency in curriculum, grading and homework across sites, grades and courses. SP2013-A1.2: Develop and/or build upon existing range of curricular options and evidence-based delivery models, e.g. online/hybrid learning that provide flexibility and engage students’ diverse talents and interests.

8

SP2013-A3.4: Increase and improve job-embedded professional development and co-teaching to ensure access to the general education curriculum for historically underserved populations.

Action # Evidence Feedback Add/Delete 7.1 Monitor semester grades of students enrolled in intervention programs. Create support structures at the middle school level to prepare students to reach the A-G graduation requirements, with a focus on World Languages and mathematics coursework.

Students transitioning from 8th to 9th grade are monitored and offered Summer Bridge course to promote summer learning. All intervention programs monitor attendance and growth Counselor / student meetings. Instructional Supervisors (Dept. Heads) rewrote content of Middle and High School math courses to align with CCSS. New course names to align with CCSS. AVID and DreamCatchers parent & student information nights. Middle School parent/student information nights. Site A-G parent/student information nights with Spanish translators.

7.2 Co-teaching classrooms, push in models using literacy, math and English learner specialists, common preparatory periods, instructional coaching and PLC groups will be implemented using current and new systems of collaboration.

Holly Master Schedule at Middle and High Schools. Staffing - site administrators.

7.3 School RTI coaches work with teachers in identifying needs to guide efforts to ensure access to rigorous course work.

Principals Need to study the shift in use of these FTE’s at the sites.

RtI High School Coaches were not reinstated for 14-15.

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7.4 Review and share data on achieving academic competence on AP participation.

Chris K. Hired in February will provide updates by May

9

7.5 Exploring/increasing variety of curricular options available to students. Examine lane consistency across high schools, and in particular its affects on coursework.

WASC 6-year plan at each high school, presented to Board of Education (BOE) on 2/10/15. Hanover Study in progress. New courses to BOE. 9th Grade English study at Paly 2014-15. A-G graduation requirements.

PAUSD

LCAP Feedback Form Department: Research and Assessment Priority #: 8 (All Students) Goal: SP2013-A1: Differentiate the educational experience to effectively engage, appropriately challenge and ensure mastery for every student. SP2013-A3: Significantly raise the achievement of historically underserved students by ensuring equity of preparation, access and support. SP2013-A1.3 Strengthen the use of prevention and early intervention strategies both within and outside the classroom for students at risk of low performance, particularly from Pre-K to grade 3 in early literacy

Action # Evidence Feedback Add/Delete 13.1 Monitor semester grades of students enrolled in intervention programs.

Chris K. Hired in February will provide updates by May

13.2 Evaluate and share the Physical Fitness Test results of students grades 5, 7 and 9 with key stakeholders

Chris K. Hired in February will provide updates by May

13.3 Evaluate performance of students on district-wide local assessments.

Chris K. Hired in February will provide updates by May

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 1 (Subgroups) Goal: SP2013-C: Create an exceptional, positive teaching environment by developing, recruiting, and retaining the most talented staff and supporting a culture of professional growth and innovation. SP2013-A3.4: Increase and improve job-embedded professional development and co-teaching to ensure access to the general education curriculum for historically underserved populations (e.g. special education, English Learners, underrepresented minority groups and low income) SP2013-C3: Ensure strong talent and leadership across teaching staffing, administrative and teaching roles that reflect the diversity of our community. SP2013-C3.3: Recruit and hire staff that reflect the diversity of our community.

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Action # Evidence Feedback Add/Delete 1.1 PAUSD will use state BTSA Accreditation cycle to monitor Professional Growth of new teachers.

New Teacher Trainings focus on minority and EL achievement. Trainings are expanding beyond new teachers. SIOP, GLAD, Identity Safety trainings offered

1.2 BTSA coaches and coordinator will deliver CA standards that target LCFF groups.

Implementation of EL Master plan

1.3 Staff will monitor hiring practices and use the state accountability system Dataquest to check for goals of increasing the reflection of diversity of PAUSD staff.

ELD Instructions at all levels, all schools have designated EL Coordinator/Specialist

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 1 (Subgroups) Goal: SP2013-C: Optimize the use of resources for the maximum impact on student learning.

Action # Evidence Feedback Add/Delete 2.1 Prioritize purchasing based on analysis of need of instructional materials, developing subject area adoption cycle and related budget.

Elementary-Kate Kinsella Tool Kit, Step Up to Writing Middle School-English 3D, Step Up to Writing High School-National Geographic, Step Up to Writing

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 2 (Subgroups) Goal: SP2013-A1.1 Increase small group instruction and other differentiation strategies effectively to appropriately challenge all students to ensure core content mastery. SP2013-A3.4: Increase and improve job-embedded professional development and co-teaching to ensure access to the general education curriculum for historically underserved populations.

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Action # Evidence Feedback Add/Delete 5.1 Update EL Master plan using input from El specialists

El Specialists at all sites working with small groups in classrooms EL Secondary classes are an average of 15.

5.2 Expand Guided Language Acquisition Development and SIOP training opportunities

GLAD on calendar for May 2015 at Fairmeadow, SIOP Training Identity Safety training New Teacher Trainings include model lesson in another language to emphasize best practices for EL students.

5.3 Continue to partner with DreamCatchers, PASS, SPEAC and FCE to provide mentoring and tutoring for struggling middle school Students.

JLS afterschool tutoring for math and English, Jordan Math Rewind for 7th grade and Terman math Workshop. VTP Office collaborated with PASS and DreamCatchers to deliver A-G parent workshop in January 2015.

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 3 (Subgroups) Goal: SP2013-A3.1: Write and implement an action plan with key stakeholders to examine and address processes, procedures, and cultural conditions that may serve as barriers to the high achievement of underserved students. SP2013-A3.2: Raise awareness of available resources to support student learning. SP2013-E: Create a focused, transparent governance process that is a model of informed communication, evidence-based decision making, and clarity of responsibility between Board, District and Sites. SP2013-E1: Engender trust with the community through frequent, clear, transparent and varied communication.

Action # Evidence Feedback Add/Delete 12.1 2.1 Communication officer will monitor communications through parent surveys, websites, and parent input.

DELAC and ELAC meetings will expand to include parent ELD class information as well as other resources. El Specialists will work with parent liaisons at sites.

12.2 Utilize input from parent community to maintain, create and support programs that reflect community values.

Translation services for 12 languages available

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12.3 Increase awareness and understanding of district wide goals and initiatives.

Community Conversations for VTP families, A-G events in partnership wit PASS and Dream Catchers.

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 4 (Subgroups) Goal: P2013-A1: Differentiate the educational experience to effectively engage appropriately challenge and ensure mastery for every student. SP2013-A3: Significantly raise the achievement of historically underserved populations by ensuring equity of preparation, access and support.

Action # Evidence Feedback Add/Delete 8.1 Students will be administered the CELDT

Teachers will be trained to administer CELDT to all students

8.2 CELDT Training by state approved provider

Joy Wenke from county hired to train

Redundant Delete

8.3 Hire EL specialist at Paly

Palo Alto EL Specialists EL Students under 15 students. District can cover through other personnel

Delete

8.4 Focus on long-term ELs.

ALD Class at all middle schools

8.5 Provide professional learning opportunities for teachers for appropriate instructional strategies and support

Workshops (Equity, SIOP, GLAD, Identity Safety)

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 4 (Subgroups) Goal: State Priority Pupil Outcomes (College & Career Ready) SP2013-A1: Differentiate the educational experience to effectively engage, appropriately challenge and ensure mastery for every student. SP2013-A3: Significantly raise the achievement of historically underserved students by ensuring equity of preparation, access and support.

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Action # Evidence Feedback Add/Delete 9.1 Work with school teams to support the implementation of a culture of PLCs to establish a consistent structure to support RTI efforts K-12.

Elementary teams were established (Guiding Coalitions) and they attended multiple PLC and RTI trainings through out the 2014-2015 year. TOSAs were formally trained to assist sites with their PLC work.

End of Year Survey so site principals can establish how they plan to use the SBAC data to begin day one providing RTI and establishing ongoing PLC at their schools for 2015-2016.

9.2 A comprehensive K-12 RTI plan is developed and implemented

K-5 has developed individual site plans and have fully implemented their plan objectives/mid year check ins were held with each site principal and the Director of Elementary Education and with the RTI TOSA

9.3 Each school team attends sessions, develops a school plan, provides site leadership and shares its work with all other school teams.

Attendance logs for each training/ K-12 meetings and share out sessions about PLC RTI efforts /leadership team agendas and school site leadership team agendas.

9.4 Springboard to Kindergarten for low income students

Ongoing program

9.5 Chris K. Hired in February will provide updates by May

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 5 (Subgroups) Goal: SP2013-B2.2: Develop and formalize policies and practices that support student safety and well-being. SP2013-B1.1: Identify key social, emotional and physical needs of students, provide support for these needs across sites and monitor student development.

14

Action # Evidence Feedback Add/Delete 10.1 Expanded services to promote student attendance and connectedness for all students

Translation Services are available for 12 languages. Parent Outreach specialist hired one day a week for 3 hours at Hays, Duveneck, Hoover, Addision

Expand Parent Outreach Specialist

10.2 Review and Analyze all PAUSD students Attendance; current systems and support services that promote student attendance and connectedness for all students

Attendance Steering Committee created

10.3 Provide enhanced services that promote school attendance and engagement as well as mental health services to LOFF students

Increased mental Health services at elementary level. Renewed Youth Community Services contract

Ongoing efforts Redundant with 10.1

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10.4 Provide services to promote student engagement and attendance (e.g., create a process or program that aims to identify “outside of school” issues that affect “in school” performance

Increased mental Health services at elementary level. Created ACT committee. Renewed Youth Community Services contract. Hired District Social Worker

Ongoing efforts Redundant

delete

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 6 (Subgroups) Goal: SP2013-A1.1: Increase small group instruction and other differentiation strategies effectively to appropriately challenge all students to ensure core content mastery. SP2013-A1.3: Strengthen the use of prevention and early intervention strategies both within and outside the classroom for students at risk Action # Evidence Feedback Add/Delete 6.1 Use RTI to identify and offer strategic support to struggling students

Title One schools use funds for reading specialists

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6.2 All elementary students will continue to be provided access to a wide range of courses including library-media, music, PE, and art provided by specialists

Primary language tutors are provided K-12

6.3 Primary language tutors are provided to students to ensure access to all curriculum

Afterschool intervention programs at: Hays, Escondido, JLS, Terman, Jordan

6.4 Provide access to summer school to enable students to extend learning beyond the regular school year.

Barron Park College Bound program

6.5 Continue to support high quality literacy instruction through partnership with Teacher’s College

Elementary-Summer Program (STEAM) offered to all low income students. Middle School-program being redesigned with support from Silicon Valley Foundation High School-Credit Recovery

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 7 (Subgroups) Goal: SP2013-A1.1 Increase small group instruction and other differentiation strategies effectively to appropriately challenge all students to ensure core content mastery. SP2013-A2: Ensure post-secondary preparation by implementing the Common Core Standards, improving feedback for students, and increasing consistency in curriculum, grading and homework across sites, grades and courses. SP2013-A1.2: Develop and/or build upon existing range of curricular options and evidence-based delivery models, e.g. online/hybrid learning that provide flexibility and engage students’ diverse talents and interests. SP2013-A3.4: Increase and improve job-embedded professional development and co-teaching to ensure access to the general education curriculum for historically underserved populations.

Action # Evidence Feedback Add/Delete 7.1 Monitor semester grades of students enrolled in intervention programs. Create support structures at the middle school level to prepare students to reach the A-G graduation requirements, with a focus on World Languages and mathematics coursework.

District AVID TOSA hired to facilitate meetings and PD

16

7.2 Co-teaching classrooms, push in models using literacy, math and English learner specialists, common preparatory periods, instructional coaching and PLC groups will be implemented using current and new systems of collaboration.

JLS, Jordan, Terman have targeted math afterschool intervention

7.3 School RTI coaches work with teachers in identifying needs to guide efforts to ensure access to rigorous course work.

Not Implemented for 2014-15

7.4 Review and share data on achieving academic competence on AP participation.

Reading Enhancement offered at all three middle schools

7.5 Exploring/increasing variety of curricular options available to students. Examine lane consistency across high schools, and in particular its effects on coursework.

Reading Enhancement offered at all three middle schools

Redundant with 7.4

Delete

PAUSD

LCAP Feedback Form Department: Ed Services, Professional Learning Priority #: 6 (Subgroups) Goal: SP2013-B2.2: Develop and formalize policies and practices that support student safety and well-being. SP2013-B1.1: Identify key social, emotional and physical needs of students, provide support for these needs across sites and monitor student development.

Action # Evidence Feedback Add/Delete 11.1 Target outreach and academic support to Low Income students as well as direct services to McKinney Vento and Foster Youth

Continued to create systems of support to guide services to families.

Ongoing efforts

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6/5/2015

1

Local Control Accountability Plan

LCAP

Dr. Charles Young

Associate Superintendent

Presentation Outcomes

Brief overview of the LCAP process and plan development

Progress update on year one

Update on year two

Budget update

Next steps

6/5/2015

2

LCAP Guidelines

• Performance-focused

• Simplicity and Transparency

• Student-focused

• State Priorities

• Stakeholder Engagement

Required Community Groups Providing Input for the LCAP

SPEAC (Special Education Parent Advisory Group)

PASS (Parent Advocates for Student Success)

DELAC (District English Language Advisory Committee)

DAC (District Advisory Committee)

PTA (Parent Teacher Association)

Community Members

Voluntary Transfer Parent Representative

We Can Do Better Palo Alto

Chinese Parent Advocacy Group

PAMA (Palo Alto Management Association)

PAEA (Palo Alto Educators Association)

CSEA (California School Employees Association)

6/5/2015

3

LCAP State Priorities

Conditions for Learning

1. Basic Services - providing students access to credentialed teachers, instructional materials, and safe facilities.

2. Implementation of State Standards - Common Core implementation.

3. Course Access - All students have access to college and career pathways.

6/5/2015

4

Student Outcomes

1. Student Achievement - improving achievement and outcomes along multiple measures (e.g. English Learner, college and career readiness).

2. Other Student Outcomes - measuring other student outcomes related to required areas of study (e.g. Arts, Physical Education).

1. Parent Involvement - parent participation in the decision making process and educational program of students.

2. Student Engagement - support of students, including a focus on attendance.

3. School Climate - connectedness through a variety of factors.

Engagement

6/5/2015

5

LCAP Part of System Alignment

Strategic Plan

Yearly Focused Goals

Yearly Measurables and Deliverables

When available, recommendations from the Minority Achievement Talent and Development Committee.

Highlights for Year One

Beginning Teacher Support and Assessment (BTSA) accredited by State Department of Education

New teacher and classified equity training

My Learning Plan

Professional Development Offerings

Professional Learning Communities (Guiding Coalitions)

Response to Intervention (RtI) Efforts

Columbia Teacher’s College

6/5/2015

6

Highlights for Year One

Parent Outreach Liaison

Advancement Via Individual Determination (AVID) (Teacher on Special Assignment [TOSA])

Chris Kolar – Director of Research, Evaluation, and Assessment

Attendance Collaborative Team

District Social Worker

Minority Achievement and Talent Development (MATD) Advisory Committee

Max Mail and News You Can Use

Highlights for Year One

English Learners met Annual Measurable Achievement Objectives (AMAO) for Goals One and Two set by the State

When available, Annual Measurable Achievement Objectives (AMAO) Goal Three - pending Smarter Balance Assessment Consortium (SBAC) results

6/5/2015

7

Pending Data

Smarter Balanced Assessment

Strategic Survey Results

SBAC results

Year Two Plan Update

County Office Feedback: Plan is very thorough; Reduce and Refine Number of Goals and Actions

Plan Format Revised from State Department of Education: Fewer Goals and Actions

Criteria: Eliminate Redundancy, MATD

6/5/2015

8

Highlights for Year Two

Expand Role of Parent Liaison

Report From Enrollment Management Advisory Committee

Social Worker Intern Program

Expand Equity Training for Administrators and Veteran Staff

Student Mindfulness Program for Summer Bridge and Rise-Up

Expand Primary Language Tutors at High School

Highlights of LCAP Funded Items

English Learner Coordinator

Instructional Materials and Online Supplies

English Language Program Coordinator

English Specialists

Communications, Translations, Mailings

Supplemental Funding for Title 1 Schools, Reading Specialists, Instructional Aides

6/5/2015

9

Highlights of LCAP Funded Items

Community Liaison

High School English Learner Coordinator

Translation Tutors for Primary Language Tutors

Social Worker

English Learner Lead Specialists Stipends

Year 2 Plan Timeline

October 8 - Educational Services Meeting January 14 – Review new template January 29 - County training February 18 - Send email to community and

school partners March 3 – LCAP Planning Meeting March 5 - Community Meeting April 30 Community Meeting June 9 – Public Hearing and Board

Discussion June 23 - Board Approval

BOARD OF EDUCATION Attachment: Consent 14 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph. D., Superintendent FROM: Charles Young, Associate Superintendent - Educational Services SUBJECT: Uniform Complaint (Williams Settlement and Valenzuela/CAHSEE Lawsuit

Settlement) Quarterly Report STRATEGIC PLAN INITIATIVE Academic Excellence and Learning RECOMMENDATION This item is brought to the Board and community for information only and no action is required. BACKGROUND As a result of the Williams Settlement Legislation Requirements and the Valenzuela/CAHSEE Lawsuit Settlement, local Boards must submit a quarterly report to the county superintendent on the nature and resolution of complaints in the following areas: There should be sufficient textbooks and instructional materials. For there to be “sufficient

textbooks and instructional materials” each pupil, including English learners, must have a textbook or instructional materials to use in class and to take home.

There should be a teacher assigned to each class and not a series of substitutes or other

temporary teachers. The teacher should have the proper credential and subject matter training to teach the class.

School facilities must be clean, safe, and maintained in good repair. Good repair means

the facility is maintained in a manner that assures it is clean, safe, and functional. Pupils who have not passed the high school exit examination by the end of grade 12 are

entitled to receive intensive instruction and services for up to two consecutive academic years after completion of grade 12 or until the pupil has passed both parts of the high school exit examination, whichever comes first.

Complaint forms can be obtained at the principal's office, district office, or can be downloaded from the district's or California Department of Education's website. There were no Williams complaints (regarding textbooks and instructional materials, teacher vacancies or misassignments, or facilities conditions) or Valenzuela complaints (regarding CAHSEE instruction and services) at any school filed from April 1 – June 23, 2015. Attachment

Valenzuela/CAHSEE Lawsuit Settlement

Quarterly Report on Williams Uniform Complaints [Education Code § 35186(d)]

District: Palo Alto Unified Person completing this form: Charles Young Title: Associate Superintendent Quarterly Report Submission Date: April 2015 (for quarter Jan. 1-March 31) (check one) √ July 2015 (for quarter April 1–June 30)

October 2015 (for quarter July 1-Sept. 30) January 2016 (for quarter Oct .1-Dec. 31)

Date for information to be reported publicly at governing board meeting: June 23, 2015. Please check the box that applies:

No complaints were filed with any school in the district during the quarter indicated above.

Complaints were filed with schools in the district during the quarter indicated

above. The following chart summarizes the nature and resolution of these complaints.

General Subject Area Total # of Complaints # Resolved # Unresolved

Textbooks and Instructional

Materials

Teacher Vacancy or Misassignment

Facilities Conditions

CAHSEE Intensive Instruction and

Services

TOTALS

Glenn “Max” McGee Print Name of District Superintendent ________________________________________________ ________________________ Signature of District Superintendent Date

© 2008 California County Superintendents Educational Services Association

BOARD OF EDUCATION Attachment: Consent 15 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Board of Education FROM: Glenn “Max” McGee, Superintendent SUBJECT: Extended Field Trip - International STRATEGIC PLAN INITIATIVE Academic Excellence and Learning BACKGROUND This report is a request for Board approval for an extended international educational field trip to Singapore with students from both Gunn and Palo Alto high schools. (See Attachments A - D.) Students will have an opportunity to expand their educational foundation through this international experience. Below, in part, is the PAUSD Board policy with respect to field trips. It is the intention of staff to ask the Board for approval of all international field trips.

PAUSD BOARD POLICY 6153 - SCHOOL-SPONSORED FIELD STUDY TRIPS The Board of Education recognizes that school-sponsored trips are an important component of a student's development and supplement and enrich the classroom learning experience. School-sponsored trips may be conducted in connection with the district's course of study or school-related social, educational, cultural, athletic, school band activities, or other extracurricular or co-curricular activities. A field trip to a foreign country may be permitted to familiarize students with the language, history, geography, natural science, and other studies relative to the district's course of study. Requests for school-sponsored trips involving out-of-state, out-of-country, or overnight travel shall be submitted to the Superintendent or designee. The Superintendent or designee shall review the request and make a finding to whether the request should be approved by the Board. No field trip shall be authorized if any student would be excluded from participation because of a lack of sufficient funds. The Superintendent or designee shall coordinate with community groups to supply funds for students in need. (Education Code 35330)

RECOMMENDATION It is recommended the Board of Education approve the proposed extended international field trip to Singapore for students from Gunn and Palo Alto high schools. Attachments

1

BOARD OF EDUCATION Attachment: Consent 16 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Charles Young, Associate Superintendent – Educational Services Prepared By: Sharon Keplinger, Pre-K Principal SUBJECT: Board Resolution No. 2015-16.17 and Board Resolution No. 2015-16.18 Child

Development Contracts 2015-2016 STRATEGIC PLAN INITIATIVE Academic Excellence and Learning RECOMMENDATION It is recommended the Board of Education approve the Child Development Contracts and Resolutions 2015-16.17 (CCTR-5278) in the amount of $316,081 and 2015-16.18 (CSPP-5530) in the amount of $149,758 for the 2015-2016 school year. BACKGROUND We have received from the State Department of Education the 2015-2016 contracts, CCTR-5278 for a total of $316,081, and CSPP-5530 for a total $149,758, for the General Child Care and Development program, which is subcontracted to and managed by Palo Alto Community Child Care (PACCC). The District serves as the fiscal agent for this program in order to receive/maintain the partial funding from the State. The California Department of Education requires local Boards of Education to annually reauthorize Child Development contracts and subsequent amendments. The total amount for these contracts the Palo Alto Unified School District is entitled to receive is $465,839. Attachments

Attachment A RESOLUTION No. 2015-16.17 CCTR-5278

This resolution must be adopted in order to certify the approval of the Governing Board to enter this transaction with the California Department of Education for the purpose of providing child care and development services and to authorize the designated personnel to sign contract documents for Fiscal Year 2015/16. ________________________________________________________________________

RESOLUTION BE IT RESOLVED that the Governing Board of Palo Alto Unified School District Authorizes entering into local agreement number 2015-2016.17 and that the persons who are listed below, are authorized to sign the transaction for the Governing Board. Name: Title: Signature Sharon Keplinger Program Coordinator __________________ Glenn “Max” McGee Superintendent __________________ PASSED AND ADOPTED THIS 23rd day of June 2015, by the Governing Board of the Palo Alto Unified School District of Santa Clara County, California. I, Glenn “Max” McGee, Secretary of the Governing Board of the Palo Alto Unified School District of Santa Clara County, California, certify the foregoing is a full, true, and correct copy of a resolution adoption by said Board at a regular meeting thereof held at a regular public place of meeting and the resolution is on file in the office of said Board. __________________________________ ____________________ Glenn “Max” McGee, Ph.D. (Clerk's signature) (Date)

Attachment B RESOLUTION No. 2015-16.18 CSPP-5530

This resolution must be adopted in order to certify the approval of the Governing Board to enter this transaction with the California Department of Education for the purpose of providing child care and development services and to authorize the designated personnel to sign contract documents for Fiscal Year 2015/16. ________________________________________________________________________

RESOLUTION BE IT RESOLVED that the Governing Board of Palo Alto Unified School District Authorizes entering into local agreement number 2015-2016.18 and that the persons who are listed below, are authorized to sign the transaction for the Governing Board. Name: Title: Signature Sharon Keplinger Program Coordinator __________________ Glenn “Max” McGee Superintendent __________________ PASSED AND ADOPTED THIS 23rd day of June 2015, by the Governing Board of the Palo Alto Unified School District of Santa Clara County, California. I, Glenn “Max” McGee, Secretary of the Governing Board of the Palo Alto Unified School District of Santa Clara County, California, certify the foregoing is a full, true, and correct copy of a resolution adoption by said Board at a regular meeting thereof held at a regular public place of meeting and the resolution is on file in the office of said Board. __________________________________ ____________________ Glenn “Max” McGee, Ph.D. (Clerk's signature) (Date)

BOARD OF EDUCATION Attachment: Consent 17 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15

TO: Glenn “Max” McGee, Superintendent FROM: Charles Young, Associate Superintendent - Educational Services PREPARED BY: Judy Argumedo, Coordinator for Academic Success SUBJECT: Annual Request to Submit an Application for Consolidated Categorical Aid STRATEGIC PLAN INITIATIVE Academic Excellence and Learning RECOMMENDATION The District English Language Advisory Committee/District Action Committee recommended approval of categorical fund application on April 30, 2015. It is recommended the Board approve the request to submit an application for Consolidated Categorical Aid, Part I, June 30, 2015. BACKGROUND Annually, the Palo Alto Unified School District must submit an application for funding for programs grouped together as Consolidated Categorical Aid. This memorandum provides a short description of those programs in which the District participates.

FEDERAL FUNDING The Consolidated Application is used by the California Department of Education to distribute categorical funds from various federal programs. Annually each local educational agency submits an application, part one in June and part two in January, to document participation in these programs and provide assurances that the district will comply with the legal requirements of each program. Program entitlements are determined by formulas contained in the laws that created the programs. TITLE I, Part A - Improving the Academic Achievement of the Disadvantaged This program provides supplemental funds to be used to narrow the educational gap between disadvantaged children and other children in those areas where the highest concentration of children from low-income families attend school. TITLE II, Part A - Preparing, Training, and Recruiting High Quality Teachers and Principals This program provides grants to Local Educational Agencies to increase student academic achievement by improving teacher and principal quality and increasing the number of highly qualified teachers and principals in the schools.

TITLE III, Program for Limited English Proficient Students (LEP), Immigrant Education This program provides funding for supplementary programs and services for LEP students. Required activities include the provision of instruction and instructional support services related to English Language Development (ELD) programs and academic progress in the core curriculum in a manner that allows LEP students to meet grade level and graduation requirements. Programs

must provide staff development opportunities to school staff assigned to LEP student populations. Funds may also be used for parental involvement and related LEP student program activities. The use of categorical funds is to assist districts in closing the educational gap of special populations, and providing resources, professional development, and materials to improve instruction.

Funding Allocations from the Consolidated Application Title I Title II Title III, LEP Title III

Immigrant 2011-12 $250, 637 $176, 981 $116, 739 $98,385 2012-13 $270,185 $180,639 $145,007 n/a 2013-14 $232,436 $169,802 $116,090 $55,525 2014-15 $233,762 $168,927 $132,736 $60,616

Current Projects:

Schools Programs El Carmelo Escondido Juana Briones

• Reading Specialists • English Learner Specialists/Increase of time • Parent Meetings • Instructional Aides • Support classes

Title II • Funds are primarily used for salaries of elementary Teachers on Special Assignment (TOSAs),

development of curriculum, and professional development for administrators and teachers district-wide.

Title III Projects

• District-wide English Learner professional development • California English Language Development Test (CELDT) implementation • Primary Language tutors K-12 • Site based English Learner coach increase • English Language Development materials • Parent training English Language Advisory Committee

Target Areas for 2015-16: Elementary

• Continue to increase English Learner Specialists’ time for coaching classroom teachers. EL Specialist will work with teachers on how to implement instructional strategies that will help English learners access content material.

Middle School • Mentor/tutoring projects that target educationally and economically disadvantaged

students. High School

• Summer Bridge course to prepare students most at risk of failing in high school. The program will focus on study skills, high school counseling, and math skills.

BOARD OF EDUCATION Attachment: Consent 18 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott J. Bowers, Ed.D. Assistant Superintendent, Human Resources SUBJECT: Variable Term Waiver for Middle School French Teacher STRATEGIC PLAN INITIATIVE Staff Development and Recruitment RECOMMENDATION It is recommended the Board authorize the District to file a Variable Term Waiver for Sophie Drozek so she may teach French at Terman Middle School for one year. BACKGROUND A variable term waiver is a document requested by a school district when it has difficulty finding an appropriately credentialed individual for a teaching position. The California Commission on Teacher Credentialing requires a notice of intent to employ an applicant be made public. Vyjayanthi Raman, French teacher at Terman Middle School, is taking a one-year Leave of Absence for the 2015/16 school year. Only 10 candidates applied for the job and five were considered qualified to interview. Two teachers who interviewed withdrew their interest because the position is only for one year to fill in for Raman who will return for the 2016/17 school year. Sophie Drozek –French teacher for Terman Middle School – Grades 6-8 Sophie Drozek was found to be the most qualified candidate for the job and is willing to take the position for one year as she expects to retire after the 2015/16 school year. Sophie has been a French teacher for 18 years working in private schools and a community college in the Bay Area. She has spent the last 14 years at Mt. Tamalpais Elementary School in Mill Valley teaching French in K-8 and, prior to this position, she taught at Lycee Francais of San Francisco and Merritt College in Oakland. Because Sophie has always taught at private schools, she has not needed a California Single Subject teaching credential. Sophie holds a MA in French from CSU East Bay (Hayward) and has passed the CBEST test.

BOARD OF EDUCATION Attachment: Information 19 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott Bowers, Ed.D., Assistant Superintendent - Human Resources SUBJECT: Jan Parker Substitute Teacher Awards 2014-2015 STRATEGIC PLAN INITIATIVE Staff Recruitment and Development BACKGROUND Our substitute teacher work force is an essential part of the Palo Alto educational family. They help to maintain the quality of our instructional programs and provide for continuity of instruction during the absence of the teacher. We have nearly 300 substitute teachers in our files and call on 60-80 on an average day with up to 100 substitutes needed on those days when we are running specialized staff development. Many substitutes perform such an excellent job of keeping our classrooms on task and moving forward they are called back again and again—not just by one teacher, but by many teachers in a school and across the District. Jan Parker was the substitute caller for PAUSD from 1968 to 1986—a time when a real, live person called each substitute personally. The District had two telephone lines and a tape recorder installed in the den of the Parker house so that Jan could take messages from teachers and start arranging substitutes very early in the morning. She knew most of the teaching staff and the personal situations of our teachers and substitutes. In honor of Jan’s dedication and love of her work at the school district, her husband, John Parker, instituted the Jan Parker Substitute Teacher Awards in June 1994. We are grateful to Mr. Parker, who passed away in August 2011, for establishing this special tradition of recognizing and rewarding the best of our substitute educators. Each year since 1994, teachers have nominated the very best substitute teachers for the Jan Parker Award. This year, we wish to honor Terry Holzemer and Ernest Regua as Substitute Teachers of the Year. Terry Holzemer – Elementary Award Winner Terry Holzemer has been a substitute in Palo Alto since 2001. Mr. Holzemer earned his Bachelor’s Degree in Communications from San Jose State, and has completed a variety of Long Term Substitute roles with our district. He is known by PAUSD elementary staff for his versatility and reliability as well as his strong classroom management skills and reputation for consistency of following lesson plans. “Terry is always on time and has flexibility to fill any position needed. He knows the curriculum and always fulfills the lesson plans left by the teacher, with notes at the end of the day. He is loved by our students and our staff.”

Ernest Regua – Secondary Award Winner Ernest Regua has been a substitute in Palo Alto since 2011. Mr. Regua’s previous experience includes working as a graphic designer, artist-in-residence for SJSU and California Arts Council collaboration, and long-time art instructor for peninsula youth art programs. He earned his BA from San Diego State University, and an MFA from San Francisco Art Institute. In his time substituting in our district, he has provided great support in the subjects of English, Math and Science as well as often substituting in our Art program. Mr. Regua is known by PAUSD secondary staff for his good technical skills, precision in following lesson plans, calm and engaging demeanor, and attention to student needs. “Calm, fair, and confident, Ernest is sought after because teachers’ minds are at ease knowing the class will run smoothly with him in their absence. Teachers request him months in advance, his reputation as a substitute is stellar.”

BOARD OF EDUCATION Attachment: Action 20 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Cathy Mak, Chief Business Officer SUBJECT: 2015 Parcel Tax Expenditure Plan This item was discussed by the Board of Education at its meeting of June 9, 2015. At the meeting, the Board requested explanations on the new expenditures. Staff included the information which starts on page 5 of the report. STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION The item was discussed at the June 9, 2015 meeting. It is recommended the Board of Education approve the parcel tax expenditure plan for the 2015 Measure A for 2015-16 to 2020-21. BACKGROUND On May 5, 2015, the voters of Palo Alto Unified School District approved an annual tax of $758 per parcel per year (Measure A), with two percent annual increases, for six years to replace the previous tax measure. This parcel tax allows exemptions upon application parcels owned by and used as principal residences of persons of age 65 years or older, as well as certain other taxpayers eligible for state disability income. The parcel tax also calls for independent oversight to monitor the expenditures of the taxes collected. This tax was approved by a Yes vote of 77.3 percent. The 2015 ballot measure stated the proceeds of the tax would be used to “preserve excellence in core academic programs, including science, engineering, math, reading, writing, arts and music; reduce class sizes; attract and retain qualified teachers; advance health, well-being, and equitable opportunities for every student.” PROPOSAL It is proposed the District establish guidelines for the expenditure of the parcel tax revenues from the 2015 Measure A as follows: INCOME The duration of the new 2015 Measure is from 2015-16 to 2020-21. The parcel tax is $758 per parcel and adjusted annually by 2%. The previous 2010 Measure currently generates $12.4 million per year. The 2015 Measure increases the tax by $120 per parcel or $2.3 million for a total of parcel tax revenues of approximately $14.7 million in 2015-16, which is approximately 7% percent of the total revenues.

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EXPENDITURES As stated in the background, the parcel tax was designated for four areas of expenditure enabling the District to attain its vision and which are directly tied to the Strategic Plan focus areas and the accompanying initiatives for each area listed below. Moreover, Measure A funds will have an impact at both the elementary and secondary schools and provide support programs for every child. We have highlighted the Strategic Plan linkages in the table of expenditures. A. Academic Excellence and Learning

A1: Differentiate the educational experience A2: Ensure post-secondary preparation by implementing the Common Core State Standards, improving feedback for students, and increasing consistency A3: Significantly raise the achievement of historically underserved students

B. Personal Development and Support: Fostering joy in learning through personal development across multiple dimensions

B1: Foster personal development and health of students B2: Ensure safe and positive school environments for students B3: Improve system of counseling supports

C. Staff Development and Recruitment: Sustaining a culture of growth and innovation C3: Ensure strong talent and leadership D. Budget and Infrastructure: Investing responsibly for excellence and growth D1: Optimize the use of resources E. Governance and Communication: Engendering trust and accountability within our community

E2: Provide a coherent district approach to align sites in key areas E3: Engage in dialogue and partnership with community members and organizations E4: Promote a culture that supports innovation

As noted above, the parcel tax ballot language expressly provides for: 1) preserving excellence in core academic programs; 2) protecting class sizes by recruiting teachers to meet enrollment growth; 3) attracting and retaining qualified teachers; and 4) advancing health, well-being, and equitable opportunities for every student. These designations include the ones defined in the parcel tax passed in 2010, and we have therefore included all of the expenditures from the 2010 parcel tax expenditure plan in this 2015 plan. In addition, the increase in parcel tax revenues of $2.3 million will be used to fund these three areas:

1. Health and Wellness (B. Personal Development and Support) a. Family and student counseling and mental health support b. Physical wellness support for exercise, nutrition, sleep, etc. c. Expand nursing services in K-5

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2. Academics (A. Academic Excellence and Learning) a. Extend and expand summer school b. PK-2 literacy support c. Expert tutoring d. Afternoon and weekend programs

3. Science, Technology, Engineering, Arts, and Mathematics (STEAM) (A. Academic Excellence and Learning and C. Staff Development and Recruitment: Sustaining a culture of growth and innovation)

a. Class size reduction for electives of 30 or more students per class b. Support for differentiated instructions in K-6 mathematics c. Advanced authentic research in science and the humanities d. Computer science curriculum beginning in middle school

The following table details the expenditures proposed for the 2015 Parcel Tax Expenditure Plan. The first section lists the items currently funded by the 2010 measure ($12.4 million). The next section lists new or expended expenditure items in the three categories described above ($2.3 million). The five items shown in italics, totaling $619,925, have been approved by the Board at the meeting of April 21, 2015. The items in the second bucket (Academic Supports) of the new expenditures address the recommendations from the Minority Achievement and Talent Development (MATD) Advisory Committee presented to the Board at the meeting of May 26, 2015. The total amount of $14.7 million reflects the planned expenditure budget for 2015-16. The expenditure plans for 2016-17 through 2020-21 will have the same items, but the total budget will be increased by 2% annually to reflect the increase in income and costs. To assure we are “investing responsibly for excellence and growth,” (Focus Area D) the Citizens’ Oversight Committee annually monitors and reports on these expenses to assure the community we are using every nickel as planned and, ideally, enabling us to “engender trust and accountability within our community.” (Focus Area E)

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FTE Strategic Plan Initiatives Amount

ITEMS FROM 2010 MEASURE:Class Size Reductions 46.0 A1, A2 5,862,688$ Growth Teachers 23.0 A1, A2 2,931,344 Middle and High School Electives 9.0 A1, E4 1,147,048 Psychologists & Counselors 2.5 B1, B2, B3 321,752 Elementary Librarians, Literacy and Math teachers 5.0 A2 642,468 Classified Support Staff 8.0 A1 586,904 Base Allocation to Schools A2, C3 ,E4 316,775 Professional Development C3 600,000

Total Expenditures for 2010 Measure 12,408,980

NEW EXPENDITURES:Health and WellnessLicensed Mental Health Support Therapist * 2.0 B1, B3 250,000$ Nurse - 8 hours for elementary (certificated) 1.0 B2 127,450 Heath Technicians - middle school * 0.75 B2 100,332 Psychologist or social worker 1.0 B3 136,000 Mindfulness Coach 0.5 B3 63,725 Student Services (parent outreach, counseling, crisis intervention, interns, wellness screening) B1, B2, B3 223,850

SubTotal for Health and Wellness 901,357

Academics **Equity Administrator 1.0 A2, A3 142,862$ K-2 Reading Support -instructional aides A2, A3 130,341 Bus Driver * 1.0 A3 66,920 Intervention Specialist/ TOSA (K-5) 1.0 A1, A2, A3 127,450 Expand Summer School A3 300,000 Comprehensive academic diagnostics (K-2) A3, E2, A3 50,000 EL/Bilingual TOSA * 0.5 A1, A3 59,811 Equity Training E2, C3, A3 45,600 Middle School Math Intervention classes 1.2 B1 152,940

Sub Total for Academics 1,075,924

S.T.E.A.M.Advanced Authentic Research Coordinator * 1.0 A1, E2, E3, E4 142,862$ AAR Teacher Liason (1 period at Gunn and Paly) 0.4 A1, E2, E3, E4 50,980 Research Program Supplies A1, E2, E3, E4 10,000 Computer science curriculum - middle school 1.0 E4 127,450

Sub Total for S.T.E.A.M. 331,292

Total New Expenditures 2,308,573$

TOTAL PARCEL TAX EXPENDITURES 14,717,553$

* approved on 4/21/15 - 2015-16 Additional Resource Allocations** This area addresses the recommendations from the Minority Achievement and Talent Development Advisory (MATD) committee.

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The following are information on the new Measure A expenditures: Health and Wellness:

1. Licensed Mental Health Support Therapist ($250,000): To support student mental health and wellness needs at our high schools, we are adding 2.0 FTE positions immediately. Licensed Mental Health Therapists provide essential Tier One Intervention support for students who are having social, emotional, and/or behavioral challenges. The therapists also design appropriate interventions for the teachers of these students to differentiate instruction, to incorporate social-emotional and behavioral classroom plans, and to support and monitor student progress and mental health. The high school principals have requested these positions as the best way to provide the most needed services for the largest number of students.

2. District Nurse ($127,450): There is an increased need to coordinate and provide nursing

services across the district. The addition (1.0 FTE) of a second District nurse will allow the district to improve its coverage for elementary site health needs and working with the health technicians at the secondary sites.

3. Health Tech ($100,332): The District will increase the Health Tech positions at each of the middle schools by 0.25 FTE bringing these positions to full-time. In addition, due to the shortage of qualified applicants for our vacant Health Tech positions, a reclassification study is planned to review Health Tech salaries in the County.

4. Psychologist or Social Worker ($136,000): The social worker or school psychologist position will support all students by providing and/or coordinating tiered interventions that enhance protective factors, such as assessment, school attendance, connectedness, parent outreach and engagement and asset building supports.

5. Mindfulness Coach ($63,725): There is a growing research base that supports mindfulness practices as a means of reducing student stress and increasing student achievement. We are proposing 0.50 FTE position.

Given the success of a limited pilot in 2014-15 at with a cohort of Barron Park teachers and the demand from teachers to learn mindfulness practices, we are recommending release time for an elementary, middle school and high school teacher to expand this work and complete a more comprehensive pilot project. This past year Jennifer Harvey created a K-5 teacher/student Mindful Education Cohort which included 16 demonstration lessons (taught by her) in participating classrooms along with 18 hours of professional development She collected approximately 150 evaluation feedback surveys from teachers, students and parents at Barron Park. These reflections showed evidence of a positive impact on the students.

Moreover, K-12 teachers have shown abundant interest in Mindful. Recognizing the need for more ongoing support and training, Jennifer Harvey (Barron Park first grade), and Roni Habib (Gunn Psychology Teacher), created a K-12 teacher Mindful Education Cohort. They opened up 25 spaces and, almost immediately, had close to 60 applicants. This

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group has been a very powerful collaboration and a unique opportunity for teachers across a wide range of grade levels to learn and grow together. Participants will received 18 hours of credit toward professional development.

Goals: • To introduce teachers and staff to the practice of mindfulness and its research-based benefits for teachers, students, learning, and creating a positive classroom environment • To assist teachers and students in developing a personal mindfulness practice • To support teachers through coaching as they integrate mindfulness practices into their curriculum Actions: • Staff Meeting Presentations: Give an introduction to mindfulness (what it is, how it is different from meditation, the research and science behind mindfulness, etc.) and have them experience a mindfulness practice. • Mindful Lunches: Host 4 - 6 week lunchtime (could be after school) sessions at the school sites for teachers so they can experience mindfulness and develop a personal practice. • Guest Teach: Go into a classroom for 4 – 6 weeks on a weekly basis to teach a mini mindfulness curriculum and demonstrate a mindfulness practice with the students while the teacher observes. • Coach Teachers: Work with teachers one-on-one to discuss ways to incorporate mindfulness into their classroom. These meetings can include discussion, planning, modeling a lesson, observing a lesson to give feedback, or any other way the teacher would like support. • Collaboration: Meet monthly with all mindfulness coaches to share ideas, discuss what is/not working well, collaborate on curriculum, and support each other in this work. If feasible, loosely align the curriculum so as students move through the district, they will have practices and skills to carry with them as they change schools. • Curriculum Development: Develop and refine a mindfulness curriculum to be used at the lunches and in the classroom lessons. Make sure the curriculum addresses the specific goals of the program. Put together a list of resources for teachers. • Data Collection: Analyze the data collected through surveying teachers and students. As the surveys are created, make sure the questions are measuring our specific mindfulness goals. (We will need to decide exactly what they will be—reduction of stress or improved academic performance or improvement of relationships between students and teachers or improved quality of life or something else.) • Mindfulness Cohort: Continue to participate in the PAUSD mindfulness cohort by attending the monthly meetings.

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• Professional Development: Continue to read, research and stay current on mindfulness and mindfulness practices in education. Attend trainings and workshops when appropriate. Would like to look into attending Wisdom 2.0 in San Francisco as well as events at the Greater Good Science Center at UC Berkeley and Mindful Schools.

Evaluation: • Survey teachers at the beginning and end of the lunch series • Survey students at the start and finish of the guest teaching series • Ask teachers to fill out a feedback form at the end of the coaching sessions

6. Student Services ($223,850): Additional services to the Student Services Office is needed to support coordinated and tiered programs, interventions and direct services that benefit students in the areas of social, emotional and mental health. Specifically, we hope to add additional resources to the following:

Parent Outreach: We will be coordinating and expanding parent outreach efforts to all parents, as well as parents with second language needs, to address issues of risk and resilience. Parent education is integral to a coordinated response that promotes student safety and well-being.

Counseling: Additional counseling services are needed to support the health and wellbeing of all students across multiple tiers of intervention. Responsive and effective counseling services are needed at each tier of intervention to ensure that students receive appropriate help in a timely manner. Crisis Intervention: Professional learning and resources are needed to build capacity for staff/teachers/administrators to effectively respond to school crisis. This work includes prevention, intervention and post-vention education and support. Interns: The Student Services Office will launch a Social Work Intern Program next year to support school engagement and attendance. We anticipate having 5 interns at the secondary sites to provide home visits, resources, information and support to students and families to promote school attendance; which has been shown to be a protective factor for students.

Wellness Screenings: Screening tools to better identify student social emotional and mental health needs will assist school teams to more effectively respond and provide interventions across a wide continuum.

Academics:

7. Equity Administrator ($142,862): The Minority Achievement and Talent Development Advisory Committee (MATD) recommended an individual be hired (or selected) to monitor and assure the recommendations of the MATD are implemented with fidelity, to track student achievement data and prepare it for teachers in a manner to guide instruction, to serve as an ombudsman for students, faculty, and parents regarding issues related to

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historically underrepresented populations, and to perform related duties. We are currently developing a job description for this position.

8. K-2 Reading Support/Instructional Aides ($130,341): The MATD report emphasized the critical need to assure students are reading at grade level by the time they leave third grade. Struggling students will need the additional support from adults who can provide expert tutoring in both decoding and comprehension, additional oral and silent reading practice, guidance in vocabulary development, and assistance in writing as necessary.

9. Bus Driver ($66,920): The District will provide a dedicated bus to provide transportation for approximately 60 Voluntary Transfer Program (VTP) students to get to and from East Palo Alto. This will require the District to employ a full-time bus driver to provide a morning drop off and a series of after-school bus runs.

10. Intervention Specialist TOSA ($127,450): Each elementary school has an RTI model and funding to support it. This TOSA position will provide direct modeling of interventions for faculty, will lead PLC discussions, and will work with the Director of Research and Evaluation on developing a plan to evaluate both the short and long range impact of selected interventions.

11. Expand Summer School ($300,000): “Summer learning loss” is a well-documented problem that contributes to the achievement gap. In Palo Alto there are abundant opportunities for summer learning activities for individuals of means. Families with lower incomes cannot provide similar access and opportunities for these students. We are recommending we extend summer school next year to include more than just remedial activities so all families can have access to educational enrichment opportunities.

12. Comprehensive Academic Diagnostics K-2 ($50,000): We are providing a comprehensive screening test within the first month of school and twice a year to make sure students are meeting the standards in reading and math. This recommendation is based on the finding of the MATD early identification for struggling students and early intervention in the primary grades is of critical importance to historically underrepresented students.

13. English Language Learner/Bilingual/Support ($59,811): The District will fund a 0.50 FTE ELL/Bilingual Support TOSA. The FTE ELL/Bilingual Support TOSA will work with families served under the ELL programs, as well as the broader community, to create collaborative partnerships that strengthen access to information, community resources, and academic excellence supporting student success. The FTE ELL/Bilingual Support TOSA will assist in overcoming language barriers, encouraging parental involvement and building positive relationships.

14. Equity Training ($45,600): The District is committed to offering Unconscious Bias training for staff over the next several years to address the cognitive biases that influence us. The trainings will engage staff in dialogue and activities building awareness and enhance the quality of education.

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15. Middle School Math Intervention Classes ($152,940): The District will provide additional mathematics intervention support by adding two math classes at each of the middle schools.

S.T.E.A.M.

16. Advanced Authentic Research Coordinator ($142,862): The District will fund a 1.0 FTE Coordinator position. The Coordinator will design, develop, deliver, and evaluate electives for high school students providing a framework for students to conduct original investigations on compelling questions of interest; collaborate with other students and on-campus or off-campus professionals such as educators, researchers, and scholars; and to share their investigation results through professional presentations, competitions, and publications. The individual will also create AAR curricular standards focusing on all aspects of research in the sciences, social sciences, and humanities.

17. AAR Coordinator and Teacher Support ($50,980): See attached 4/21/15 Board presentation (Attachment A) regarding the Advanced Authentic Research Program. We are also funding one period for one teacher at each school to serve as liaison with the coordinator and faculty in order to design, develop, implement, and evaluate the program in a manner aligned with the schedule and culture of each high school. Teachers will also use this release time to teach students in the pilot projects necessary skills and concepts they may not have yet learned (e.g. statistical analysis) as well as to prepare lessons for future students who have gaps in their knowledge base for conducting research.

18. Research Program Supplies ($10,000): Supplies and equipment will be necessary for the Advanced Authentic Research Program. As students in pilot projects develop their research proposals, we expect some funding will be needed to support their work and work spaces.

19. Computer Science Curriculum – Middle Schools ($127,450): As evidence of Strategic

Initiative E4 (Culture of Innovation) and our second Board goal, we intend to design, develop, implement and evaluate a computer science curriculum in the middle schools for the 2016-17 academic year. Funding for this item will pay for faculty time to create the curriculum and pilot a second semester course.

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BOARD OF EDUCATION Attachment: Discussion 10 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 04.21.15 TO: Board of Education FROM: Glenn W. “Max” McGee, Superintendent SUBJECT: Advanced Authentic Research (AAR) – Science Research Project STRATEGIC PLAN INITIATIVE Academic Excellence and Learning RECOMMENDATION The Superintendent will provide Board members and the public an explanation for enhancing, extending, and expanding the district’s current Science Research Project (SRP). This program, Advanced Authentic Research (AAR), will be a year-long research project for high school students with the interest, passion, curiosity, and perseverance to investigate an authentic topic of their choosing. These students will be paired with mentors in the particular field of research who will support and facilitate the students work in their own laboratories, offices, and other settings. The off-campus student research will be supplemented with classroom instruction delivered by PAUSD teachers. BACKGROUND The first sentence of our district’s vision statement is, “We support all PAUSD students as they prepare themselves to thrive as global citizens in a rapidly changing world.” This rapidly changing world will require teamwork and collaboration not only in college and on the job, but also at times with colleagues across the globe; the ability to succeed in – and perhaps create – careers that do not yet exist; and the habits of mind (aka “informed characteristics of successful learners” – see attachment) that include, but are not limited to, enabling one to persevere when confronted with obstacles, being an agile learner in both identifying and solving problems, thinking critically and creatively, and communicating with power and clarity in speaking, writing, and an array of current and emerging technologically based media. The vision statement continues, “We develop our students' knowledge, critical thinking, and problem-solving skills, and nurture their curiosity, creativity, and resilience, empowering every child to reach his or her full intellectual, social, and creative potential.” While this vision statement is brought to life in district classrooms every day throughout our robust curriculum, excellent teaching practices, innovative project-based programs such as SRP at Paly, Connections at JLS, capstone projects in the Social Justice Pathway, Computer Science classes, etc., and extra-curricular activities including robotics, debate, Future Business Leaders of America (FBLA), Model United Nations (MUN), etc., these programs have limited capacity. Ideally, we would like to expand them and create new “pathway” programs beginning in middle school, but we cannot do everything at once. We can, however, begin, and my recommendation is to start with a minimum investment of staff beginning in fall of 2016 (not 2015) by extending SRP to Gunn High School, to other disciplines including the humanities, arts, social sciences, and combinations of these, and to an array of potential mentors in our greater community; enhancing SRP to assure students have a

comprehensive evidence-based research experience supplemented by classroom instruction, enabling them to achieve specific learning targets; and expanding it to include more students – and not just the top ones – at both Paly and Gunn high schools. Paly’s Science Research Project was conceived by Palo Alto science teachers more than 20 years ago as a way to provide an authentic science experience for highly motivated, talented, and academically focused students. The current SRP course at Paly is an elective that connects students to mentors out in the community. The class is a year-long course worth 10 units, is facilitated by a teacher, and meets the UC "g" requirement as a college preparatory elective. The students are graded, and the grades and credits are reflected in the transcript. The students experience real-world practical learning with their mentor in the field in which they choose to learn. Each year, students team up with scientist-mentors in the community at NASA Ames, Stanford University, USGS, and local companies for an academic year of collaboration and ongoing research. The current teacher, Mr. Keith Geller, reports students indicate this program has changed career choices and rekindled their love for science. This year’s students will be presenting their research on April 30 from 2:30-4:00 p.m. at Paly in Room 1710. The projects they will be presenting include:

• “Determinants of Insulin Mediated Glucose Uptake in South Asians” • “Associating Morbidity and Mortality with Impaired Cerebral Autoregulation in Preterm

Infants” • “Refining the Protocol for Single Cell Suspension and RNA Isolation in Drosophila,

Specifically Insulin Producing Cells” • “Exploring CRISPR-CAS9 Genome Editing” • “Synthesis of Mitochondria-Targeted Theranostic Agents” • “Cardiothoracic Surgery Research: Marfan Syndrome” • “Mechanics of the Chicken Cochlea” • “Near Earth Asteroids and the Relationship between Physical Properties and Asteroid

Class Averages” • “The Impact of Virtual Interactions with a Pet on Adolescent Connectedness”

The presentation will focus on providing information regarding the WHY, a bit on the WHAT, but not the HOW, because the WHAT and the HOW need to be developed through an inclusive process by faculty, administration, students, parents, external experts, and the like. Of course, these groups will also contribute to the WHY as we move through the design phase, so tonight’s meeting is really the first of many steps. Rationale (WHY): A PAUSD Advanced Authentic Research (AAR) model enables students to pursue a year-long investigation of a topic that deeply interests them under the guidance of both a PAUSD faculty member and an outside mentor in the field of interest. We know students learn best when they immerse themselves in a topic that has interest and meaning for them. These projects ignite, illuminate, and inspire student learning and are likely to have an impact long after the project is completed. For example, a young research student I am mentoring wrote to a Clara Shih, the founder of Hearsay Social:

This year, I am conducting a research project on female entrepreneurs in the STEM field. In this project I have been researching the main factors and events in life that might have affected a female entrepreneur’s career aspirations as she was growing up. I have focused mainly on the aspects of parenting and education background based on research

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of Jelani Mandara and the meta analysis of Donald Bowen and Robert Hisrich. I hope to interview five to ten leaders like yourself and identify some similar experiences and parenting factors that inspired this career trajectory, supported success, and prompted pivotal choices in a field that, in my opinion, has too few women. Based on my research to-date, while some research has begun to focus generally on women in STEM careers, there seems to be very little published on the particular topic of female entrepreneurs. As a girl aspiring to a STEM career (and with impulses of my own to be entrepreneurial), I feel that it is important to add to the body of available knowledge. In the future, I aspire to find a way to help other girls who might be interested in STEM to pursue their interests. Your success has inspired me, and I hope that maybe my paper will inspire others.

Moreover, the Common Core State Standards (CCSS) and Next Generation Science Standards (NGSS) contain both broader practices and specific content standards that support an AAR model. In fact, the draft of target standards below are very much aligned with CCSS, Literacy Anchor Standards, and athematical Practices. AAR is project-based and involves authentic, real-world application, both integral pieces of CCSS. The AAR Learning Targets also address specific College and Career Readiness Writing Anchor Standards. For example: From the College and Career Readiness Writing Anchor Standards:

"Research to Build and Present Knowledge: 7. Conduct short as well as more sustained research projects based on focused

questions, demonstrating understanding of the subject under investigation. *These broad types of writing include many sub genres.

8. Gather relevant information from multiple print and digital sources, assess the credibility and accuracy of each source, and integrate the information while avoiding plagiarism.

9. Draw evidence from literary and/or informational texts to support analysis, reflection, and research.

Range of Writing: 10. Write routinely over extended time frames (time for research, reflection, and revision)

and shorter time frames (a single sitting or a day or two) for a range of tasks, purposes, and audiences."

Likewise, PAUSD also has learner outcomes with particular relevance to AAR. These include:

1. Effective communication through listening, speaking, and writing 2. Strong research skills 3. Ability to integrate knowledge among disciplines 4. Reading with understanding 5. Critical and creative thinking to solve problems 6. Effective use of technology

Additional rationale relate to assessment. While tests are often a source of stress, authentic assessments in which students generate new knowledge, create a work product, deliver a presentation, and the like actually engage students and their peers. Rather than dreading the final, students report they look forward to sharing their findings and defending their conclusions. The AAR’s likely requirements of a written abstract, written proposal, and oral presentation of it, the

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poster, the paper, and the final presentation are examples of authentic assessment, a concept which is defined as comprising:

“ . . . a variety of assessment techniques that share the following characteristics: (1) direct measurement of skills that relate to long-term educational outcomes such as success in the workplace; (2) tasks that require extensive engagement and complex performance; and (3) an analysis of the processes used to produce the response. Authentic assessment is often defined by what it is not: Its antonyms include: norm-referenced standardized tests; fixed-choice multiple-choice or true/false tests; fill-in-the-blank tests. Synonyms include: performance assessment, portfolios, and projects.” Link: http://www.education.com/reference/article/authentic-assessment/

There is a body of research supporting the value of authentic assessment such as Grant Wiggins’ “The Case for Authentic Assessment” and Douglas Reeves’ “A Framework for Assessing 21st Century Skills,” Chapter 14 in 21st Century Skills: Rethinking How Students Learn. In addition, anecdotal testimonials from students who have completed formal research projects and outside recognition by professional organizations are other indicators of the value of an AAR model. Graduates (Ted Li, Amber Farrell, Jen Ren, and Annie Pipathsouk) of the Illinois Mathematics and Science Academy (IMSA), currently or recently attending Stanford, are eager to share their experiences with Board members face-to-face, and several others pictured in the slide presentation who attend public universities out of state are eager to do the same through video. These students can discuss their experiences as high school researchers, but more importantly, can share the impact AAR has had on their lives. Likewise, PAUSD students involved in SRP, students engaged in our collaborative research project with National Junior College, and even an eighth grade student I am mentoring as she researches the parenting and early education of successful women entrepreneurs can provide “on the ground” snapshots of both the benefits and challenges of conducting authentic research. If schedules and time allow, we will arrange for such interaction a future date. In the meantime, here is a link to some slides from our Singapore project (https://drive.google.com/file/d/0B3w_Debz2wo1RHNKM2JUQXl0R2M/view?usp=sharing) that illustrate the excitement of real world laboratory work, collaborating with international colleagues, and delivering a formal presentation. Abstracts from the student research projects at IMSA https://www.imsa.edu/sites/default/files/upload/imsaloquimabstractbook2015.pdf illustrate the variety of research topics, the quality of the student’s abstracts, and titles of papers that were published or presented at professional conferences and competitions. Please note that while much of the research is in the fields of hard science, students have completed research in other fields, and the PAUSD AAR model would support research in the humanities, social sciences, and the arts. Research on Research A 2010 meta analysis Troy Sadler, Stephen Burgin, Lyle McKinney, and Luis Ponjuan published in the Journal of Research in Science Teaching, “Learning Science through Research Apprenticeships: A Critical Review of the Literature,” shares findings from studies of high school research programs. A highlighted copy of the article is attached. It distinguishes these authentic (aka “apprentice” programs) as a difference between what I have called real science and school science. “Science learned in highly structured classroom environments may become bound to

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those formal settings and exert very restricted influence on students’ experiences and thinking beyond the confines of schools (Cobb, 1994; Greeno, Moore, & Smith, 1993). Apprenticeship learning experiences, wherein a learner works with an expert mentor in authentic contexts, offer a very different model for education, especially as compared to traditional classrooms.” The paper provides evidence to support programs similar to AAR as having positive outcomes including:

• Increased student interest in science careers and new opportunities in scientific fields • Understanding of the nature of scientific knowledge • More sophisticated understanding of the complexity and uncertainty of scientific research • A greater appreciation of for the time and persistence required to do good research and

the attention to detail required • Insights related to the role of collaboration within the community of science and the

importance of discourse in advancing research • More sophisticated understanding of the nature of scientific theories • Increased scientific content knowledge • Confidence and self-efficacy, i.e. their own ability to “do science” • More competent at special skills including “computing and interpreting statistics, retrieving

information, giving presentations, and working independently” • Using the language of science in a meaningful way: “Students appropriated scientific

terminology as a means of efficiently communicating complex processes. This process stands in sharp contrast to students memorizing vocabulary as a precursor to exploring underlying content. Richmond and Kurth provide an example of how student researchers come to use language as a tool for their research rather than an abstracted learning objective.”

The study also highlights that other research programs such as two-week summer camps or Science Student-Scientist Partnerships where students gather data for ongoing projects are not as effective since students are not involved in generating the original research questions or actual data anlaysis: “The students did not participate in the generation of research questions, nor did they actively contribute to data analysis. This partial involvement of student researchers seemed to promote apathy among the subjects.” Also, at the PAUSD 21st Century Consortium a parent from one of our partner districts, Manhattan Beach, presented findings from his doctorate research on high school internships and mentorships. He found higher levels of engagement, knowledge acquisition, and self-confidence when students participated in authentic research. Proven Programs and Practices

Several leading high schools across the country including Niles North in Illinois, Thomas Jefferson in Virginia, and Highland Park in Texas, have student research programs, and while our goal is to develop our own AAR, it is valuable to learn from the experiences of others to enhance, extend, and expand our current SRP. We will seek to enhance our current program by developing objectives, standards, and targets as well as developing a process with key checkpoints. With 20+ years of history, IMSA has developed their SIR Inquiry Standards which are worth a look: https://www.imsa.edu/academics/inquiry/conductingSIR/Inquiry_Standards. Also, their Key Considerations for proposal planning provide a good example of expected components:

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The Focusing Question (Section II) Key to the investigation is a focusing question that will be pursued. This question is developed by the student in response to passion, curiosity, and interest and is based on what is known about a particular topic. The nature of the question should suggest a learning experience that promotes analytic thinking, knowledge generation and application, and construction of meaning through mindful investigation. The Description (Section III) The description of the investigation, section III of the proposal, serves to document background knowledge and to describe, in detail, how the focusing question will be pursued in relation to what the student knows. The description should declare what is known about the subject of the investigation and how one got to the point of wanting to carry out the work. Why is the investigation important and interesting? What is specifically going to be done to answer the focusing question? The Bibliography (Section VI) A bibliography, section VI of the proposal, documents the background research for the investigation. The listed bibliography should also include materials that will be used as the investigation progresses. The bibliography will change and grow depending on the path the investigation takes. As the investigation develops, the bibliography should reflect use of more primary sources as knowledge deepens and the investigation will grow and become more meaningful and sophisticated. The bibliography should conform to the suggested Investigation Citation Format; a field- or journal-specific format may be used if all citation information is included. The Detailed Plan (Section IX) Section IX of the proposal includes a detailed investigation/research plan. This is a timeline that includes bi-weekly benchmarks for accomplishment. This plan will help the student define the work to be accomplished in order to answer the focusing question. It should help determine whether what the student intends on accomplishing is actually doable. As the investigation proceeds, this section will also help to determine whether the student is falling behind on completing the work or whether the project's intended goal and perhaps focusing question is changing based on the ongoing work. The detailed plan should also document a regular schedule for meetings with the advisor for substantive discussion of the investigation. Human and Animal Use (Section XII) If the proposal involves Human/Animal use, section XII must be addressed and special approval must be obtained. Any research involving humans or animals is subject to institutional review, because this type of research is federally regulated. For investigations that involve Human or Animal subjects, special guidance is needed to write successful proposals. Safety Considerations (Section XIII) When working with potentially hazardous materials, section XIII of the proposal must be addressed. Of utmost importance to every investigation is the safety of the student conducting it. A safety review must be conducted with the advisor and all safety issues must be fully discussed in the proposal, including how to avoid, handle, and dispose of hazardous materials, processes, and/or equipment.

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Ethical and Societal Implications (Section XIV) A brief description of ethical and societal implications serves to complete the proposal.

WHAT As already noted, the AAR model would enable students to pursue a year-long investigation of a topic that deeply interests them under the guidance of both a PAUSD faculty member and an outside mentor in the field of interest. Ideally, a coordinator, faculty (teaching and library), and TOSA would work together to design and develop a program for implementation in 2016 which would include implementing and evaluating a pilot with a small number of students in 2015-16; and attend to the numerous details of the HOW, such as scheduling, identifying mentors and internship opportunities (e.g. Science Internship Program at UCSC http://ucsc-sip.org/), establishing prerequisites, building budgets, and much more. In developing the program, the team will be encouraged to work with high schools that have existing programs and institutions and a history of operating successful secondary school research partnerships and internships. As part of the program development, the team will build on the existing PAUSD Student Learning Outcomes and the CCSS and NGSS practices and standards to develop program objectives and standards and assessment rubrics and practices. Examples of learning objectives written as “I can” statements might include:

1. I can write a research question that can be answered through investigation. 2. I can design a research investigation to answer a testable question. 3. I can keep a research journal that records all of the relevant information and experiences

related to my project. 4. I can review the literature that is pertinent to my project and summarize the relevant

information into a final research paper. 5. I can conduct original research to answer a testable question. 6. I can re-evaluate and alter my research procedure, as needed. 7. I can write a comprehensive research paper. 8. I can prepare and present an oral defense of my research. 9. I can prepare and present a poster display that summarizes my research. 10. I can complete a research project that generates new knowledge.

In order to assure students reach the targets and master the objectives, the independent student research with mentors needs to be supplemented with classroom instruction. Research supports this model. In the article cited earlier, the researchers note: “Several reports suggest that the impact of programs would be enhanced by supplementing research activities with elements that provide explicit attention to desired learning outcomes (e.g., Bell et al., 2003; Grindstaff & Richmond, 2008; Schwartz et al., 2004). Participants can learn skills and ideas implicitly through participation in a research group, but supporting these experiences with activities specifically designed to help participants draw connections between their experiences and emerging understandings can have even more powerful effects.” Finally, we will also ask those designing the project to take a class in student research design such as Northwestern’s STEM Student Research, http://osep.northwestern.edu/projects/stem-student-research, (online) or to complete an equivalent professional development experience.

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CONCLUSION The presentation provides a compelling rationale to invest some coordinator and teacher time and talent, along with initial funding, to proceed with designing, developing, implementing, and evaluating an Advanced Authentic Research Program. As the work continues, it is important to take into consideration the closing remarks from Sadler’s team (emphasis added): “Three issues emerged across the studies reviewed that have immediate implications for the designers and managers of scientific research apprenticeship programs. (1) The length of research experiences seems to be an important determinant of participant learning gains. It takes time for apprenticeship participants to feel comfortable enough in their research settings to really understand the science being conducted. This finding encourages program designers to consider ways of sustaining these experiences. . . . (2) Several reports suggest that the impact of programs would be enhanced by supplementing research activities with elements that provide explicit attention to desired learning outcomes (e.g., Bell et al., 2003; Grindstaff & Richmond, 2008; Schwartz et al., 2004). Participants can learn skills and ideas implicitly through participation in a research group, but supporting these experiences with activities specifically designed to help participants draw connections between their experiences and emerging understandings can have even more powerful effects. (3) For many of the anticipated outcomes such as critical thinking, NOS understandings, content knowledge, and discourse practices, ensuring that participants are epistemically engaged in the research process is critical. Involving students or teachers in ongoing research projects such that they follow established routines may be the most practical way of engaging the relative novices. However, if the participants’ experiences do not evolve to include a wider range of epistemically demanding practices such as data analysis, hypothesizing and developing research questions, then learning gains on higher order outcomes will likely be limited.” The next steps in the process, then, involve enlisting the personnel to get started on the AAR program design. We have many researchers, teachers, and experts who are eager to help us get started, and we have many students, present and past, who are excited about sharing their experiences and lending their ideas to the design process.

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JOURNAL OF RESEARCH IN SCIENCE TEACHING VOL. 47, NO. 3, PP. 235–256 (2010)

Learning Science through Research Apprenticeships: A Critical Reviewof the Literature

Troy D. Sadler, Stephen Burgin, Lyle McKinney, Luis Ponjuan

College of Education, University of Florida, 2403 Norman Hall, P.O. Box 117048,

Gainesville, Florida 32611

Received 12 June 2008; Accepted 3 July 2009

Abstract: Science education models for secondary and college students as well as K-12 teachers have been

dominated by classroom-based approaches. Recently, research apprenticeships wherein learners worked with practicing

scientists on authentic scientific research have become increasingly popular. The purpose of this critical review of the

literature was to review and synthesize empirical studies that have explored learning outcomes associated with research

apprenticeships for science learners. We reviewed 53 studies of scientific research apprenticeship experiences for

secondary students, undergraduates and teachers, both pre-service and in-service. The review explored various learning

outcomes associated with participation in research apprenticeships. These outcomes included effects of apprenticeship

experiences on participant career aspirations, ideas about the nature of science (NOS), understandings of scientific

content, confidence for doing science and intellectual development. The extant literature supported many of the presumed

positive associations between apprenticeship experiences and desired learning outcomes, but findings related to some

themes (e.g., NOS understandings) supported conflicting conclusions. Implications included importance of the length of

the apprenticeship, need to explicitly place attention on desired outcomes, and engagement of participants. � 2009

Wiley Periodicals, Inc. J Res Sci Teach 47: 235–256, 2010

Keywords: apprenticeship; laboratory science; nature of science (NOS); secondary/higher education

Science learning occurs in innumerable settings, but science classrooms remain the dominant contexts

for secondary and undergraduate science education. Despite efforts to incorporate laboratory exercises and

other inquiry-based learning strategies, many if not most science classrooms remain places in which students

receive parcels of pre-packaged knowledge from their teachers through direct transmission and/or carefully

orchestrated learning activities. Sociocultural critiques of educational practice (Packer & Goicoechea, 2000;

Resnick, 1991) challenge the effectiveness of this traditional model. Situated accounts of knowing and

learning based on sociocultural theories suggest that knowledge tends to be highly contextualized and

strongly associated with the situations in which it occurs. Science learned in highly structured classroom

environments may become bound to those formal settings and exert very restricted influence on students’

experiences and thinking beyond the confines of schools (Cobb, 1994; Greeno, Moore, & Smith, 1993).

Apprenticeship learning experiences wherein a learner works with an expert mentor in authentic contexts

offer a very different model for education especially as compared to traditional classrooms.

Most individuals engaged in advanced level graduate work in the sciences learn through research

apprenticeships. Graduate students work closely with their directing professors, postdoctoral researchers and

more senior graduate students in laboratories, field sites, or clinical settings. The processes through which

The views expressed are those of the authors and do not necessarily represent views of the funding agencies.

Contract grant sponsor: National Science Foundation; Contract grant numbers: CHE-0755022, CHE-0755225;

Contract grant sponsor: Howard Hughes Medical Institute; Contract grant sponsor: Frances C. and William P.

Smallwood Foundation.

Correspondence to: T.D. Sadler; E-mail: tsadler@coe.ufl.edu

DOI 10.1002/tea.20326

Published online 18 November 2009 in Wiley InterScience (www.interscience.wiley.com).

� 2009 Wiley Periodicals, Inc.

these individuals learn to become scientists are not dissimilar from those experienced by apprentices in

various trades including tailors and midwives (Lave & Wenger, 1991). Apprentices in all of these fields come

to understand the tools and cultures of their chosen trades through direct participation. Initially, apprentices

engage in practices which are legitimate in that the actions are important aspects of a trade and peripheral in

that they tend to support the more central elements of a trade. For instance, Lave (1988) describes how

apprentice tailors spend many hours ironing completed garments before they sew garments themselves.

Ironing is peripheral as compared to the more central practice of sewing but legitimate as it represents an

important step in the process of making new clothes. An apprentice in a genetics lab may initially engage in

legitimate peripheral activities such as extracting DNA from organismal samples or setting up gel plates. As

she/he becomes more familiar with the tools, protocols, and culture of the lab, her/his activities become more

central. Eventually, the apprentice comes to design and carry out her/his own experiments and may even take

on the responsibility of mentoring newer members of the lab community.

The same sociocultural critique levied against traditional classroom science can also be applied to

graduate education: knowledge is necessarily situated in the contexts in which learning and practice occur.

Whereas this conclusion implied problems for classroom science because knowledge becomes bound to a

setting dissimilar to other experiences of students’ lives, the situated nature of knowledge in apprenticeship

contexts is an important asset. Apprentices learn in contexts very similar to the situations they seek for further

activity or employment. Given this framework, apprenticeship learning for graduate students aspiring to be

professional scientists represents an ideal educational approach. However, graduate students do not comprise

the only population for which science research apprenticeships are established. Many programs around the

US have been designed to provide authentic research experiences for learners well ahead of the time they need

to commit to a profession. Apprenticeship opportunities have also been developed for practicing and pre-

service teachers based on the assumption that engaging teachers in authentic research will enhance their

understanding of science and how it is conducted in modern settings as well as their ability to foster inquiry in

their classrooms. Institutions such as the National Science Foundation (NSF), the National Institutes of

Health (NIH), and the Howard Hughes Medical Institute spend millions of dollars annually to subsidize these

science apprenticeships. An important question raised by this trend is what are secondary students,

undergraduates, and classroom teachers learning through research apprenticeships?

Purpose of the Review

The purpose of this review is to investigate what middle school (MS), high school (HS), and college

students as well as pre-service and in-service teachers learn through research apprenticeships in science. This

aim is accomplished through a critical review and synthesis of empirical literature in this area. The analysis

and conclusions drawn can be used to inform design, development, implementation, and evaluation of science

apprenticeships.

Methods

To provide as thorough a review as possible, we conducted several searches in databases which include

educational studies: ERIC, PsychInfo, and Web of Knowledge. We used the following search phases:

‘‘apprenticeship learning,’’ ‘‘undergraduate research,’’ ‘‘authentic science research,’’ and ‘‘science

apprenticeship.’’ We surveyed titles, sources, and abstracts of the hundreds of articles returned through the

searches. Only those articles which reported empirical results related to apprenticeship learning experiences

for secondary (i.e., MS and HS) and undergraduate students and teachers were included in the review. As

such, articles which described apprenticeship programs but did not report empirical evidence of their effects

(e.g., Rettig, Bunker, & Ruchti, 1990) were excluded. Likewise, articles which only presented theoretical

perspectives on science apprenticeships or offered position statements (e.g., Richmond, 1998) were not

included in the review. The database searches served as the primary means of identifying relevant literature;

mining bibliographies of the selected articles and examining proceedings of recent national meetings in

related disciplines were secondary strategies.

Following identification and review of the studies that met our criteria for inclusion, we engaged in an

inductive analysis of themes addressed in these reports. This process was consistent with inductive

approaches for analysis of qualitative data (Lincoln & Guba, 1985). We reviewed reports to produce a

236 SADLER ET AL.

Journal of Research in Science Teaching

taxonomy of outcomes explored in the original research and looked for common themes as well as similarities

and differences within these themes. Presentation of the review results will be structured around the themes of

this emergent taxonomy.

Results

Fifty-three reports of empirical research on research apprenticeships were identified and reviewed. The

earliest report was published in 1961 and the most recent in 2008 with the vast majority having been published

since 1996. Twenty reports focused on programs for secondary students (see Table 1); 22 focused on

undergraduate programs (see Table 2); and 11 focused on programs for teachers (see Table 3). The next three

sections briefly introduce studies corresponding to the three different audiences explored in our work

(secondary students, undergraduates, and teachers). These sections provide an overview of the programmatic

models used for these audiences as well as some of the methodological trends observed. These sections will

be followed by a presentation of the taxonomy of outcomes that we created as a means of organizing and

Table 1

Studies reporting on apprenticeships for secondary students

Refs. Ref Puba R/Eb Duration n Methods

Extra-curricular programsCooley and Bassett (1961) Y R 10 weeks 55 Pre/post-design: tests of content knowledge,

career plans and personality attributes,follow-up observations, questionnaires

Bleicher (1996) Y R 6 weeks 1 Case study (field notes, videotapes)Ritchie and Rigano (1996) Y R 6 months 2 Interpretive analysis (field observations,

interviews, journals)Davis (1999) N R 8 weeks 54 SurveyRichmond and Kurth (1999) Y R 7 weeks 27 Questionnaires

7 Case studies (interviews, journals, interviews,application essays)

Templin et al. (1999) Y E 6 weeks 8 Interviews, field notesBarab and Hay (2001) Y R 2 weeks 24 Field observations, video analysis, electronic

notebooksHay and Barab (2001) Y R 2 weeks 4 Case studies (field observations, video analysis,

interviews, content knowledge tests)Stake and Mares (2001) Y R 4-6 weeks 330 Pre/post-questionnaireLewis et al. (2002) Y E 1 month 7 Observations, informal and formal interviews,

poster presentation analysis, student andinstructor evaluations

Abraham (2002) Y E 2-3 weeks ns Pre/post-questionnairesBell et al. (2003) Y R 8 weeks 10 Pre/post-views of nature of science (with

additional items), interviews, notes fromlab, field site and poster session visits,interviews with mentor scientists

Stake and Mares (2005) Y R 6 weeks 88 Pre/post and follow-up surveysCharney et al. (2007) Y R 4 weeks 30 Pre/post-design: questionnaire and AP

biology exam questionsGrindstaff and Richmond(2008)

Y R 7 weeks 8 Case studies with student pairs (pre/post-questionnaires, interviews, journals)

Student-Scientist PartnershipsRock and Lauten (1996) Y R ns ns nsFougere (1998) Y E ns ns Teacher observationsLawless and Rock (1998) Y R ns ns nsMeans (1998) Y E ns ns nsMoss et al. (1998) Y R 1 year 7 Multiple interviews

ns, not specified.aRefereed publication? Yes (Y) or No (N).bResearch study (R) or program evaluation (E).

LEARNING SCIENCE THROUGH RESEARCH APPRENTICESHIPS 237

Journal of Research in Science Teaching

synthesizing results across the full set of reviewed manuscripts. Labels corresponding to the main themes that

emerged from our analysis and which serve as section headings are career aspirations, nature of science

(NOS), scientific content knowledge, confidence and self-efficacy, intellectual development, attitudes,

discourse practices, skills and understandings, collaboration and changes in teacher practices. These themes

and the articles used to derive them are presented in Table 4.

Overview of ProgramsPrograms for Secondary Students

Two prominent models for student research apprenticeships in science are used at the secondary level:

extra-curricular programs and classroom-based student–scientist partnerships (SSP). The extra-curricular

Table 2

Studies reporting on apprenticeships for undergraduate students

Refs. Ref Puba R/Eb Duration n Methods

Hackett et al. (1992) Y R Variable 436 SurveyFoertsch et al. (1997) N E 8 weeks 16 Interview

34 SurveysSabatini (1997) Y R ns 4 Focus group interview

6 QuestionnaireAlexander et al. (1998) N E Summer 32 Interviews: individual and focus groups, surveysNagda et al. (1998) Y R 2 years 1,280 Demographic and retention dataRyder and Leach (1999) Y R 8 months 11 3 interviews with students; 1 interview with

faculty mentorRyder et al. (1999) Y R 8 months 11 Interview-based case studyKardash (2000) Y R 1 year 57 Pre/post-surveysNnadozie et al. (2001) Y E ns 104 Surveys for program directors and student

participantsRauckhorst et al. (2001) N R 10 weeks 100 Measure of Epistemological BeliefsCampbell (2002) N R > 1 year 57 Survey

7 Interview-based case studyHathaway et al. (2002) Y R Variable 291 SurveyWard et al. (2002) N R ns 183 Content analysis of open-ended evaluation formsBauer and Bennett (2003) Y R > 1 year 986 SurveyLopatto (2004) Y R Summer 1,135 SurveySeymour et al. (2004) Y R Summer 76 InterviewsGonzalez-Espada

and LaDue (2006)Y E Summer 38 Survey

4 InterviewsRussell (2006) N Rc Variable 4,560 Surveys for students involved in NSF-sponsored

projects3,354 Follow-up surveys to NSF sponsored students2,140 Faculty surveys822 Grad Student/Post-doc surveys

3,400 National survey of STEM majors3,200 National survey of SBES majors

Berkes (2007) N R ns Case study of 1 lab groupBerkes and Hogrebe (2007) N R Variable 71 SurveysHunter et al. (2007) Y R Summer 55 Faculty mentor interviews

76 Student interviewsPonjuan, McKinney, Waltrip,

and Sadler (2007)N E Summer 58 Surveys

ns, not specified; STEM, Science, technology, engineering, and mathematics; SBES, Social, behavioral, and economic sciences.aRefereed publication? Yes (Y) or No (N).bResearch study (R) or program evaluation (E)?cThis study is presented as a national evaluation of undergraduate research programs supported by NSF. Because of its national focus, we

categorize the study as research as opposed to program evaluation.

238 SADLER ET AL.

Journal of Research in Science Teaching

programs tend to take place in summer; although, one study examined a program conducted in an

academic year (Ritchie & Rigano, 1996). The extra-curricular programs are similar in structure and

format to programs for other audiences (i.e., undergraduates and teachers) in that they engage learners in

consistent research activities with mentorship over a sustained period of time. Most of the research

reports on programs developed for HS students (e.g., Stake & Mares, 2001); although one study investigates a

MS program (Barab & Hay, 2001) and two include MS and HS students (Hay & Barab, 2001; Lewis et al.,

2002). Faculty scientists serve as mentors in almost all of the programs, but one study highlights the role of

graduate students as mentors (Bleicher, 1996) and one program pairs teams of students with a scientist and a

practicing teacher (Barab & Hay, 2001). Some programs are designed so that students work as single

apprentices within a laboratory (e.g., Bell, Blair, Crawford, & Lederman, 2003), and others use a group

format (e.g., Lewis et al., 2002). Some of the programs focus exclusively on a single area of research (e.g.,

molecular genetics; Charney et al., 2007), while many provide opportunities across several scientific

disciplines.

The reports detailing extra-curricular apprenticeship programs for secondary students used a variety of

research methods. Six articles develop and report case studies or other in-depth, qualitative analyses that

focus on a relatively small number of subjects (Bell et al., 2003; Bleicher, 1996; Grindstaff & Richmond,

2008; Hay & Barab, 2001; Richmond & Kurth, 1999; Ritchie & Rigano, 1996). Two studies use the Views of

the Nature of Science (VNOS; Lederman, Abd-El-Khalick, Bell, & Schwartz, 2002) instrument to assess

changes in student ideas regarding NOS (Bell et al., 2003; Charney et al., 2007). Another report uses

qualitative techniques to document the extent to which apprentice learners enact elements of a framework for

‘‘participatory science’’ (Barab & Hay, 2001). We also review three studies (Abraham, 2002; Lewis et al.,

2002; Templin, Engemann, & Doran, 1999) which use qualitative data, but their analysis techniques are not

Table 3

Studies reporting on apprenticeships for pre-service and in-service science teachers

Refs. Ref Puba R/Eb Duration n Methods

Boser et al. (1988) N R 8 weeks 23 Pre/post-surveysPyle et al. (1997) N E 8 weeks 60 Institute evaluation, research self

assessment, implementation of aresearch project, nature of scienceand science teaching, and studentattitude toward science

Yen and Huang (1998) N R 6 months 10 Field notes, weekly reflection essays,interviews, questionnaire, teacherartifacts

Raphael et al. (1999) Y E Summer 75 Focus group interview, written reports,exit interviews

Melear et al. (2000) Y R 1 semester 7 Journal entries, videotaped observations,test of integrated process skills,post-class interviews

Westerlund et al. (2002) Y R 8 weeks 23 Interviews, Journals, pre-post tests, focusgroup interviews, communicationlogs, oral presentations

Buck (2003) Y E Variable 50 Interviews, pre- and post-surveys, BeliefsAbout Science and School ScienceQuestionnaire (BASSQ)

Schwartz et al. (2004) Y R 10 weeks 13 Views of the Nature of ScienceQuestionnaire (VNOS-C),semi-structured interviews

Varelas et al. (2005) Y R 10 weeks 3 Pre-post interviewsDresner and Worley (2006) Y R 5 weeks 15 InterviewsBrown and Melear (2007) Y R 15 weeks 3 Interviews, laboratory notebooks,

reflective summaries

aRefereed publication? Yes (Y) or No (N).bResearch study (R) or program evaluation (E)?

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fully elaborated. Finally, five studies make use of several different quantitative measures and standard

statistical procedures (Charney et al., 2007; Cooley & Bassett, 1961; Davis, 1999; Stake & Mares, 2001,

2005).

SSP provide opportunities for MS and HS science classes to work on research projects established by

practicing scientists. The key feature of most of these programs is that students work with their teachers to

collect and report data for use in scientific research programs (Lawless & Rock, 1998). The research projects

tend to be long-term efforts that require data collection at widely distributed sites. They also tend to leverage

technology to facilitate communication between students and scientists (Means, 1998). Scientist

involvement in SSP can range from very limited (e.g., advisory role in the design of the project) to quite

extensive (e.g., working with students as they learn data collection techniques). Example SSP programs

include Forest Watch and Global Learning and Observations to Benefit the Environment (GLOBE). Because

SSP programs have a structure so different from the other programs included within this review, we have

chosen to discuss findings associated with SSP separately and will present these analyses following

discussion of results from other programs.

Table 4

Summary of investigated outcomes associated with science apprenticeships

Outcome Studies Documenting GainsStudies DocumentingLimited or No Gains

Career aspirations Abraham (2002), Alexander et al. (1998); Bauer and Bennett(2003), Campbell (2002), Cooley and Bassett (1961), Davis(1999), Foertsch et al. (1997), Gonzalez-Espada and LaDue(2006), Hackett et al. (1992), Hathaway et al. (2002), Hunteret al. (2007), Lopatto (2004), Nagda et al. (1998), Nnadozieet al. (2001), Russell (2006), Sabatini (1997), Seymour et al.(2004), Stake and Mares (2001), Ward et al. (2002)

Nature of science Barab and Hay (2001), Bleicher (1996), Brown and Melear(2007), Charney et al. (2007), Hay and Barab (2001), Cooleyand Bassett (1961), Melear et al. (2000), Richmond and Kurth(1999), Ritchie and Rigano (1996), Ryder and Leach, (1999),Ryder et al. (1999), Sabatini (1997), Schwartz et al. (2004),Varelas et al. (2005), Yen and Huang (1998)

Bell et al. (2003), Buck(2003), Hunter et al.(2007)

Scientific contentknowledge

Abraham (2002), Boser et al. (1988), Brown and Melear (2007),Buck (2003), Charney et al. (2007), Cooley and Bassett (1961),Grindstaff and Richmond (2008), Hunter et al. (2007), Kardash(2000), Lewis et al. (2002), Raphael et al. (1999), Ritchie andRigano (1996), Sabatini (1997), Seymour et al. (2004)

Bleicher (1996)

Confidence andself-efficacy

Berkes (2007), Berkes and Hogrebe (2007), Boser et al. (1988),Dresner and Worley (2006), Hunter et al. (2007), Kardash(2002), Lopatto (2004), Pyle et al. (1997), Russell (2006),Seymour et al. (2004), Stake and Mares (2005), Templinet al. (1999), Ward et al. (2002)

Stake and Mares (2001)

Intellectualdevelopment

Hunter et al. (2007), Rauckhorst et al. (2001), Ryder et al. (1999),Seymour et al. (2004)

Hay and Barab (2001)

Skills See Table 5Satisfaction Bauer and Bennett (2003), Foertsch et al. (1997), Lopatto (2004),

Rauckhorstet al. (2001), Russell (2006), Seymour et al. (2004)

Discourse practices Barab and Hay (2001), Bleicher (1996), Charney et al. (2007),Richmond and Kurth (1999)

Collaboration Dresner and Worley (2006), Melear et al. (2000), Raphael et al.(1999), Varelas et al. (2005), Westerlund et al. (2002),Yen and Huang (1998)

Changes in teacherpractices

Buck (2003), Dresner and Worley (2006), Westerlund et al. (2002) Boser et al. (1988), Brownand Melear (2007)

Studies that report empirically supported gains, with respect to an outcome, are distinguished from studies that found limited or no gains.

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Programs for Undergraduate Students

Undergraduate apprenticeships offered the greatest number of research and evaluation reports (22). The

programs featured in these reports varied greatly in terms of structural elements like duration, ranging from 8

weeks (Foertsch, Alexander, & Penberthy, 1997) to over 2 years (Nagda, Gregerman, Jonides, von Hippel, &

Lerner, 1998), and content (all major scientific disciplines were represented). Most of the reports associated

with undergraduate apprenticeship programs rely on student self-reports of learning outcomes. These self-

reported data are derived from interviews or surveys, many of which are not supported with reliability and

validity data. Some of the reports also make use of data from interviews or surveys with faculty mentors to

corroborate results from the student sources (Hunter, Laursen, & Seymour, 2007; Kardash, 2000; Ryder &

Leach, 1999; Sabatini, 1997). Four of the 22 undergraduate reports used other types of instruments with the

intent of providing more direct measures of specific learning outcomes (Berkes, 2007; Berkes &

Hogrebe, 2007; Nagda et al., 1998; Rauckhorst, Czaja, & Baxter Magolda, 2001). Two of the studies that

are actually two reports from the same longitudinal project are presented with strong theoretical and

methodological frameworks (Hunter et al., 2007; Seymour, Hunter, Laursen, & Deantoni, 2004), but we

had concerns related to the theory and methods of some of the other studies. Most of the reports

suggest general trends for undergraduate apprenticeships (e.g., apprenticeship experiences have a positive

effect on a specified outcome), but on the whole there is little discussion of processes, mechanisms, or degrees

of effect.

Before proceeding to the overview of teacher apprenticeship programs, we provide some results from

Russell’s (2006; briefly summarized in Russell, Hancock, & McCullough, 2007) recent evaluation of

undergraduate research opportunities for the NSF. This work provides the broadest survey of undergraduate

research activities to date and provides a sense of how prevalent these opportunities are. Russell analyzed data

from 4,560 undergraduates involved in a variety of NSF-sponsored research opportunities. Surveys were also

collected from 2,140 science faculty and 822 graduate students and postdoctoral associates involved with

mentoring undergraduate researchers in NSF-sponsored programs. In addition, Russell and her colleagues

examined data collected through nationally representative samples of science, technology, engineering, and

mathematics (STEM) majors and social, behavioral, and economic science (SBES) majors. Based on the

nationally representative surveys, Russell reported that 53% of all STEM majors and 52% of SBES majors

engaged in some form of independent or mentored research activities during their undergraduate careers.

These proportions are notably large especially considering that only 7% of the STEM majors indicated

participation in research programs sponsored by the major national agencies, which facilitate undergraduate

research (NSF, NASA, NIH, Department of Energy, etc.). This disparity suggests that the vast majority of

undergraduate research in the sciences takes place through local or informal channels. Participation in

research opportunities varied widely by discipline. For example, only 34% of mathematics majors engaged in

research, but 72% of chemistry majors conducted independent research. Across STEM fields, undergraduate

students from backgrounds underrepresented in the sciences participated at levels equal to or greater than the

groups’ representations in the US population as a whole. Undergraduate researchers were disproportionately

upper division (3rd or 4th year) students who were high achievers and maintained high grade point averages.

The majority of participants had expressed interest in the study of science and science careers during

childhood.

Programs for Teachers

We review 11 articles and reports, which highlight research associated with scientific apprenticeships

for pre-service and in-service science teachers. Similar to the undergraduate research, much of the data in this

body of literature is self-reported by the participants through interviews or surveys. Apprenticeship programs

for teachers tend to follow one of two models: summer programs and pre-service courses. The summer

program model consists of a 1- to 2-month experience during which teachers partner with a working scientist

in order to complete a research project. Seven reports documenting teacher programs followed a summer

program model (Boser, Faires, Slawson, & Stevenson, 1988; Buck, 2003; Dresner & Worley, 2006; Pyle et al.,

1997; Raphael, Tobias, & Greenberg, 1999; Varelas, House, & Wenzel, 2005; Westerlund, Garcia, Koke,

Taylor, & Mason, 2002). One of these programs includes pre-service teachers in addition to in-service

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teachers (Pyle et al., 1997), and one is geared entirely toward pre-service teachers (Raphael et al., 1999).

The other five studies involve only in-service teachers.

The other model for teacher apprenticeships involved formal courses for pre-service teachers (Brown &

Melear, 2007; Melear, Goodlaxon, Warne, & Hickok, 2000; Schwartz, Lederman, & Crawford, 2004; Yen &

Huang, 1998). These courses typically last for one semester. One study involves courses with individualized

research projects (Brown & Melear, 2007), and others group students for work on common projects (Melear

et al., 2000; Yen & Huang, 1998). The goal of programs following both of these models is to equip teachers

with an understanding of and a capability to conduct science research that will transfer to their science

classrooms.

OUTCOMESCareer Aspirations

A goal of nearly all science apprenticeship programs for students is to encourage participants to consider

careers in science. Promoting career aspirations in the sciences is the most frequently reported variable across

the studies reviewed. Within this grouping we include studies that address student interest in science careers,

effects on undergraduate retention, intentions to pursue graduate school in the sciences, and preparation for

careers in the sciences.

Three reports associated with programs for secondary students assert that the research experiences

increased student interest in science careers (Abraham, 2002; Cooley & Bassett, 1961; Davis, 1999). The

Davis study is noteworthy because of its specific focus on minority students and its attempt to address the

well-documented problem of the under-representation of minorities within the sciences. In their work with an

apprenticeship program that catered to highly motivated secondary students with expressed interests in

science, Stake and Mares (2001) document patterns of redistribution of career aspirations. Most of the

participants began the program with scientific career aspirations, but the experience introduced more career

options within science. In this case, the authors report a significant shift away from medicine toward other

opportunities in science.

Nagda et al. (1998) report that research programs had positive impacts on retention of undergraduates in

science majors particularly among African American students. Several studies reported positive effects of

apprenticeship opportunities on undergraduates’ desire to go to graduate school (Alexander, Foertsch, &

Daffinrud, 1998; Hackett, Croissant, & Schneider, 1992; Russell, 2006), perceived preparation to attend

graduate school (Hunter et al., 2007; Nnadozie, Ishiyama, & Chon, 2001; Sabatini, 1997; Seymour et al.,

2004), decisions on where to attend graduate school (Russell, 2006) and understandings of the purpose and

results of graduate school (Ward, Bennett, & Bauer, 2002).

Three reports documented a correlation between participation in undergraduate apprenticeship

programs and matriculation to graduate programs (Bauer & Bennett, 2003; Foertsch et al., 1997; Hathaway,

Nagda, & Gregerman, 2002). Lopatto’s (2004) study involving a large sample (n¼ 1,135) presents a slightly

different picture. Over half of the respondents reported that they intended to study science at the graduate

level prior to their summer research experiences and that these experiences did not affect their decisions. For

27% of the sample, the apprenticeship confirmed their prior plans to attend graduate school; 3.5%

reported that the experience made them more likely to attend graduate school; and 4.7% decided against

graduate school because of the experience. These data raise important questions about the actual outcomes of

research apprenticeships. Are they serving important roles for increasing participation in science graduate

programs or are they primarily serving students who have already decided to pursue graduate degrees in the

sciences?

Some of the reviewed studies address the effect of apprenticeships on career decisions independent of

plans for graduate school. Russell’s (2006) survey work asks students to rate how their research experiences

increase or decrease their interest in scientific research careers. While 67% of the respondents suggest that

their experiences serve to increase their interest in scientific research careers, 21% report decreased interest.

Interestingly, only 8% report decreased interest in STEM careers. Russell explains these results by suggesting

that many respondents reject career paths in scientific research but maintain a desire to be involved in another

form of science. Seventeen percent of the respondents declare that ‘‘research is not for me’’ (p. 19). Sabatini

(1997) and Hunter et al. (2007) suggest that participants come to a better understanding of scientific

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disciplines, thereby, better preparing them for careers in the sciences. Russell (2006) also documents student

gains in their understandings of STEM disciplines and career options.

Other studies reported that apprenticeship programs helped students confirm and clarify their decisions

to pursue scientific careers (Gonzalez-Espada & LaDue, 2006; Hunter et al., 2007; Seymour et al., 2004).

Campbell’s (2002) work explored ways in which apprenticeship research experiences prepared women for

success in science careers. Her results suggest that interactions with mentors and encouragement to engage in

practices central to the community of science such as presenting at scientific conferences positively affected

female undergraduate’s interest in and preparation for science careers.

Nature of Science

Apprenticeship programs are often touted as effective vehicles for learning about the NOS. The basic

argument is that opportunities to work with scientists offer new perspectives on how science is done and the

nature of scientific knowledge. This argument is based on an implicit model of NOS learning. That is, learners

will gain sophisticated understandings of NOS by virtue of participating in authentic science activities

without instruction dedicated to the realization of this goal. Many science education researchers have

challenged the notion that implicit approaches for teaching about NOS results in meaningful learning

(e.g., Lederman, 2007). These critics have argued that explicit approaches that support learner development

of sophisticated NOS ideas through targeted instruction and learner reflection are more likely to result in NOS

learning. It is possible to partner apprenticeship experiences with explicit NOS instruction, but only one of the

studies in this section incorporated an explicit approach (Schwartz et al., 2004). The remaining 19 reports

relied on implicit models of NOS instruction.

Some of the earliest work in this area reported that secondary students’ understandings of NOS

significantly improved over the course of a research apprenticeship (Cooley & Bassett, 1961). In their

discussion, the authors suggest that students adopted more ‘‘realist’’ perspectives on science. Realism as

discussed here was used in a manner consistent with positivist notions of science as a means of understanding

the real and absolute character of nature. Charney et al. (2007) also report improvements in NOS

understandings among secondary students participating in an apprenticeship program. These authors suggest

that student ideas moved away from realist positions on NOS and toward a perspective on science that valued

the tentative NOS. We found it interesting although not surprising given the varying landscape of NOS

research over the last five decades that both sets of authors report significant improvements in NOS

understandings and yet describe the progression of ideas in different directions.

Other studies explore specific themes subsumed by the NOS construct. Here, we break down empirical

results relative to these specific themes. The most well-supported NOS theme related to the complexity of

scientific research and the associated uncertainty of the research process. Hunter et al. (2007) whose research

design made use of in-depth interviews found that undergraduate student researchers developed

understandings of the inherent ‘‘messiness’’ of science and came to appreciate how tedious the actual

work of science could become. Ryder and Leach (1999) supported these findings in their interview-based

study of undergraduates engaged in year-long research experiences. Participants developed more

sophisticated understandings of the complexity of scientific research, the need for persistence and patience

throughout research, and the uncertainty of scientific data. In a companion report, Ryder, Leach, and Driver

(1999) also discuss students’ growing appreciation for data quality in terms of accurateness and precision.

Researchers also empirically documented secondary students gaining more sophisticated under-

standings of the complexity and uncertainty of scientific research (Bleicher, 1996; Richmond & Kurth, 1999;

Ritchie & Rigano, 1996). Apprenticeship participants came to understand the importance of accurate and

valid data (Richmond & Kurth, 1999) as well as the difficulty of obtaining these ideal data sets under less-

than-ideal conditions (Barab & Hay, 2001). Secondary learners developed a greater appreciation for the time

and persistence required to do good research and the attention to detail required (Bleicher, 1996; Ritchie &

Rigano, 1996).

Research associated with teacher programs revealed similar trends. In Yen and Huang’s (1998) study,

teachers participating in a summer apprenticeship program initially viewed scientific research as a relatively

static process of following established procedures. By the end of the experience, these participants had

developed much more nuanced views of cycles of experimental repetition and modification. The pre-service

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teachers in an apprenticeship program following the course model show similar gains in terms of more

sophisticated ideas about the evolution of experiments and research questions within a research program

(Melear et al., 2000). In another summer program, teacher participants report coming to see science as a process

that is nonlinear and messy (Varelas et al., 2005). Brown and Melear (2007) document the significance of

teacher involvement in the development and design of research as a mediating factor for gains in NOS.

In their work with a program for secondary students, Richmond and Kurth (1999) document growth in

student understandings related to the social NOS. This work suggests that students gained new insights

related to the role of collaboration within the community of science and the importance of discourse as a key

tool in advancing research. These findings related to students’ understandings of discourse within science.

The authors also discuss changes in actual discourse practices, but this will be discussed in a section that

follows.

Much has been written about the scientific method and whether or not such a thing exists (e.g.,

McComas, 1996). Hay and Barab’s (2001) work is based on the assumption that there is a general process

followed in most scientific investigations and that student understanding of this process is an important

learning outcome. They conclude that in the cases they investigate, students gained knowledge about the

scientific method; that is, students were better able to explain the scientific method as a process. However,

they documented no differences in student abilities to actually apply the scientific method. In contrast to the

work of Hay and Barab, Bell et al. (2003) base their work on a framework that positions ‘‘the scientific

method’’ as a naı̈ve, overly restrictive view of how science is actually practiced. Of the 10 students who

participated in the 8-week apprenticeship program featured in this report, only 3 showed evidence of

developing more sophisticated ideas about the lack of a unitary scientific method.

Bell et al. (2003) also explored other NOS constructs aligned with the dominant framework for NOS at

least within the science education literature. This framework prioritizes NOS ideas such as the relationship

between theories and laws, the tentativeness of science, and the role of creativity in science. Data from this

study are derived from pre- to post-administrations of the VNOS-B, interviews, and field observations and

notes. Unlike many of the other studies in this section, these results suggest very limited changes in students’

understandings of NOS resulting from an apprenticeship experience with one exception. A single student who

demonstrated reflective practice far beyond that which was observed in the other students made noticeable

gains. This student also benefited from interaction with a mentor who explicitly addressed some of the desired

NOS constructs (e.g., the significance of multiple theories in a specific area of investigation). The growth of

this student and her individual context shed interesting light on the distinction between implicit and explicit

approaches to NOS instruction associated with apprenticeship experiences. The overall program featured in

the Bell et al. (2003) article followed an implicit model (i.e., learning experiences were not designed to

specifically promote student learning of targeted NOS themes). However, the one student who demonstrated

gains benefited from a mentor who provided support for development of some NOS themes, and the student

actively reflected on her experiences and their relation to the scientific enterprise in a manner consistent with

current recommendations for explicit NOS instruction.

Hunter et al. (2007) documented gains made by undergraduate apprentices related to the complexity of

science, but this is a relatively low level gain compared to many of the philosophical and sociological ideas

advanced by NOS educators such as the evolution of scientific thought over time and the social embeddedness

of science. Hunter et al. (2007) suggested that students showed very limited gains with respect to these more

complex NOS themes. This result is consistent with the findings of Buck (2003) who explored the

development of NOS ideas of teachers involved in an authentic research apprenticeship. Participants

showed no gains in NOS as measured by the Beliefs About Science and School Science Questionnaire

(BASSSQ).

Ryder et al. (1999) presented mixed results. Students showed gains in appreciating the significant link

between scientific knowledge claims and empirical data, but they maintained naı̈ve views relative to the

significance of social processes ‘‘in terms of their effect on the validation of knowledge claims; and . . . on the

direction of lines of scientific enquiry’’ (p. 215). In one sense, the apprenticeship experiences appeared to lead

students toward undesirable NOS conceptualizations: ‘‘Students in our sample tended to view knowledge

claims in science as provable beyond doubt using empirical data alone . . . this finding gives us particular

cause for concern’’ (p. 214). Although not addressing the same NOS theme, Sabatini (1997) reported that

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apprenticeship experiences did help student researchers develop more sophisticated ideas related to a higher

level NOS target outcome. Sabatini concluded that students developed more sophisticated understandings of

the nature of scientific theories and laws as a result of their apprenticeship experiences.

Schwartz et al. (2004) present a study of apprenticeship with the incorporation of an explicit

instructional model. Schwartz et al. use the VNOS in connection with semi-structured interviews to

determine if 13 pre-service teachers make gains in NOS understandings as they are involved in a course that

features apprenticeship. This course consists of three primary components: a research setting, the use of

journals and seminars specifically addressing NOS. The authors report gains in 11 of the 13 participants and

highlight the explicit nature of NOS instruction featured within the program. They suggest that the seminar

and reflective journal features of the course were most instrumental in the teachers’ development of NOS

ideas. The research settings provided experiences on which the participants could reflect, but explicit

instruction and not apprenticeship alone was the key influence on the teachers’ ideas.

Scientific Content Knowledge

An assumption of many apprenticeship programs is that extended research experiences will promote

more robust understandings of scientific ideas and principles. Scientific content knowledge is one of the few

variables explored across programs for all three target audiences (secondary students, undergraduates, and

teachers). Unfortunately, many of these reports do not provide enough evidence related to the validity of their

measures and associated findings.

Several reports document participant perceptions of their own knowledge gains as a result of

apprenticeship experiences for secondary students (Abraham, 2002), undergraduates (Kardash, 2000;

Sabatini, 1997; Seymour et al., 2004), and teachers (Boser et al., 1988; Brown & Melear, 2007; Buck, 2003;

Raphael et al., 1999). Hunter et al. (2007) support the Seymour et al. findings with responses from faculty

mentors who confirm that student researchers tend to make significant content gains. Lewis et al. (2002) also

used faculty mentor interviews to corroborate content knowledge gains perceived by student participants. In

this report, mentors generally agreed that students displayed ‘‘adequate’’ acquisition of content.

Two other studies relied on more direct measures of content knowledge gains. Cooley and Bassett (1961)

used multiple instruments to assess secondary students’ content knowledge before and after a 10-week

apprenticeship. The results reveal statistically significant improvements in student understanding of scientific

content, but as reviewers we have lingering questions about the construct validity of the instruments used to

assess content knowledge (viz., do the instruments assess content knowledge developed in the context of

apprenticeship experiences). Charney et al. (2007) offer the most well-designed pre/post-study of content

knowledge. In their study of 30 HS students engaged in a 4-week apprenticeship program, they documented

significantly increased discipline-specific content knowledge as measured through open-ended essay

questions from AP biology exams.

While all of these studies report positive increases in content knowledge, none provide a well-

documented account of the quantity of learning. In other words, how much content are students learning in

these experiences? In a case study presented by Bleicher (1996), the student participant shows some evidence

of learning, but detailed analysis of the student’s products reveals limited growth of conceptual

understanding, far more limited than the program developers had intended. In contrast, Ritchie and Rigano

(1996) document student apprentices developing sophisticated chemistry knowledge during their

experiences in a working laboratory. This work is based on the experiences of only two students, but the

methods allow for very detailed analyses of these experiences. The authors suggest that conceptual gains

resulted only after the students had spent enough time immersed in the culture of their particular laboratory

group and had attained the technological skills necessary to function competently within the lab. It should be

noted that these students spent approximately 6 months working in these apprenticeships unlike many of the

apprenticeship programs for HS students which tend to last only weeks.

Grindstaff and Richmond (2008) study the social construction of knowledge among HS peers working

together in a summer research program. They provide detailed analyses of the social-cognitive, social-

technological, and social-emotional supports provided by peers. Two of their findings offer important insights

for our summary of learning content knowledge through research experiences: (1) Not surprisingly, some HS

students struggle to understand the high-level research science. In the words of one participant: ‘‘[I] feel like a

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kindergartner trying to learn calculus . . . If I understand 50%, that might be overstating it a bit.’’ (2) However,

for those students whose peer interactions supported explicit discussions of their emergent findings and

interpretations, conceptual understanding of the underlying science content was promoted.

Confidence and Self-Efficacy

Several studies explored the extent to which participants’ confidence to engage in science changes as a

result of apprenticeship experiences. Templin, Engemann, and Doran (1999) report increased confidence for

doing science, documented through interviews, among secondary students participating in a summer

research program. Using a pre/post-survey instrument to assess confidence in science, Stake and Mares

(2001) did not find statistically significant changes among HS students participating in a 6-week program.

However, these same students self-report that their research experiences changed their feelings about science.

The students report improved confidence and beliefs in their abilities to do science. In a subsequent report,

Stake and Mares (2005) explore attitudinal changes which they operationalize in terms of motivation for a

science career and self-confidence in science. In immediate post-experience surveys, the sample does not

show significant increases in attitudes toward science; however, in follow-up surveys administered 3 months

after the program’s conclusion, the researchers document significant gains. The authors argue that student

perceptions of the benefits of summer research opportunities are positively mediated by experiences students

have after returning to their schools. This leads them to conclude that ‘‘the full impact of science-

enhancement programs on science attitudes has been underestimated in previous research when follow-up

measures were not included’’ (p. 373).

Several studies associated with undergraduate apprenticeship programs also report increases in student

confidence with respect to their ability to do scientific research (Kardash, 2000; Lopatto, 2003; Russell, 2006;

Ward et al., 2002). Whereas these studies document changes in confidence by means of surveys, the Seymour

group (Seymour et al., 2004; Hunter et al., 2007) explored changes in confidence through in-depth interviews.

The interviewers do not directly prompt participants to discuss confidence, but 67% of the student

participants reported increased confidence relative to doing research and/or ‘‘feeling like a scientist.’’

Three reports associated with teacher apprenticeship programs address changes in confidence. The

general result is that teachers feel more confident in their abilities to do science as well as teach science as a

result of having actually experienced it first hand through apprenticeship programs. In one study, 70% of the

participants claim that their confidence increased as a result of their involvement in a summer program (Boser

et al., 1988). Dresner and Worley (2006) discuss how increases in content knowledge and field skills lead to an

increase in confidence among the participants. These authors argue that increases in confidence levels result

in a transfer of science research methods from the apprenticeship program to the classes where they teach or

will teach in the future. Pyle et al. (1997) report that pre-service teachers in a summer research program feel

more empowered to conduct authentic science research in their future classrooms as a result of their increased

confidence acquired during their apprenticeship.

Confidence and self-efficacy are not entirely equivalent constructs, but they are closely related so we

have chosen to include investigations of both variables within a common section. Whereas confidence is a

general term representing a broad set of frameworks, self-efficacy more specifically references an

individual’s belief in his/her own competence. Berkes and Hogrebe (2007) frame their investigation of

scientific apprenticeship experiences for undergraduates in terms of self-efficacy. They used two established

instruments to assess the development self-efficacy among 71 biology majors with varying amounts of

mentored research experiences ranging from no experience to extensive experience over several years: the

Laboratory Skills Self-Efficacy Scale (Britner, 2002) and the College Biology Self-Efficacy Scale (Baldwin,

Ebert-May, & Burns, 1999). Berkes and Hogrebe conclude that self-efficacy in science is positively

correlated with time spent working in research laboratories. In follow-up work, Berkes (2007) builds a very

detailed case study of an entire biology research laboratory including undergraduates, graduate students,

postdoctoral associates, and a senior faculty member. Berkes traces the development of science self-efficacy

among the undergraduates and identifies context specific practices that influence this process. In her

conclusions, she posits the development of self-efficacy as a mechanism for many of the presumed benefits of

undergraduate research. We found this to be an interesting hypothesis but one that requires additional

evidence to fully substantiate.

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Intellectual Development

Another common claim among apprenticeship program designers and administrators is that these

opportunities foster intellectual development. Various authors have framed the investigation of intellectual

development in different ways including critical thinking and scientific reasoning. The common theme

among these investigations is the suggestion that engagement in authentic scientific inquiry can foster

development of thinking, reasoning, and intellect. Seymour et al. (2004) and Hunter et al. (2007) which both

stem from the same longitudinal research program associated with undergraduate apprenticeship experiences

report that students cite intellectual development as a key outcome of apprenticeship experiences. Rauckhorst

et al. (2001) use the Measure of Epistemological Beliefs (Baxter Magolda, 1992) to assess intellectual

development of undergraduates participating in a research program. Baxter Magolda’s Epistemological

Reflection Model which posits four successive stages from ‘‘absolute knowing’’ to ‘‘contextual knowing’’

served as the framework. Rauckhorst and his colleagues found that students in an apprenticeship program

demonstrated significant movement from the ‘‘transitional knowing’’ stage to the ‘‘independent knowing’’

stage, the model’s two intermediate stages. This intellectual development was documented among students

engaged in apprenticeship learning significantly more often than peers in a comparison group who did not

have these kinds of experiences.

Ryder and Leach (1999) are also interested in intellectual development and frame their investigation in

terms of scientific reasoning. Ryder and Leach work with 11 undergraduates engaged in academic year-long

mentored research experiences and explore scientific reasoning practices about data and knowledge claims.

Their case study analyses of students as they engaged in research activities suggest that students who engage

in epistemically demanding aspects of scientific research such as developing research questions and

testing theory with empirical evidence did show gains in scientific reasoning. However, students whose

research experiences were dominated by less epistemically demanding tasks such as collecting data

according to well-established protocols failed to show progress in their reasoning practices.

Hay and Barab (2001) offer the only study of intellectual development in the context of apprenticeship

programs for secondary students. Their investigation compares the outcomes of two summer science

enrichment experiences. One ‘‘camp’’ is based on an apprenticeship model consistent with other reports

discussed in this section. The other experience was a ‘‘constructionist camp’’ in which students modeled

scientific phenomena. Researchers explored critical thinking through naturalistic inquiry of student practices

based on analyses of observations, video and artifacts. Students in the constructionist camp demonstrated

many incidents of critical and creative thinking, but the authors did not document any incidents in which the

apprenticeship camp participants demonstrated critical or creative thinking. The authors suggest that given

the limited time frame (2 weeks) for the apprenticeship camp, students were assigned projects by their

mentors and had few opportunities to exercise the kind of critical thinking central to research design. Given

that most summer apprenticeship programs do not involve students in the design of research questions and

strategies, this result challenges the assumption that research experiences provide likely contexts for

intellectual development at least in terms of critical thinking.

Skills

Several reports suggest that learners may gain a variety of skills through research experiences. Many of

these studies use surveys that ask student researchers to report the extent to which they believe specific skills

have improved; although there are exceptions (e.g., Bell et al., 2003; Seymour et al., 2004). Various authors

have chosen to operationalize skills in different manners using varying levels of specificity. After examining

the primary reports, we consolidated many categories and created a summary classification. The skill

categories that we created are research process, communication (including oral and written skills), technical

skills (e.g., using laboratory equipment), computer skills, teamwork, working independently, information

retrieval, understanding primary literature, teamwork, scientific ethics, and statistical skills. Most of these

categories are fairly straightforward: apprenticeship participants perceived themselves as becoming more

adept at computing and interpreting statistics, retrieving information from databases and libraries, giving oral

presentations, and working independently. We use the category ‘‘research process’’ to capture a variety of

practices that were highlighted across various studies. Some authors chose to frame this skill very generically;

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whereas, others specified aspects of the research process including forming research questions, formulating

hypotheses, designing experiments, collecting data, and analyzing data. The ‘‘teamwork’’ category

references students learning how to work as a part of a larger team. Table 5 identifies reports, which conclude

that research experiences promote more advanced practice in particular skill areas. It should be noted that

readers should not assume increasing significance based on the number of reports that document gains in a

certain skill or understanding. Representation of skills and understandings is largely based on what the

authors chose to ask in their surveys.

Russell (2006) administered follow-up surveys to participants of NSF-sponsored undergraduate

research experiences approximately 3 years following the initial experience. Respondents were asked to

comment on the current utility of skills gained during the mentored research. Seventy-five percent of the

respondents including individuals engaged in graduate studies and careers both in and out of science reported

that the skills they gained through their research experiences were useful in their current positions.

Satisfaction

An obvious trend across the literature addressing undergraduate apprenticeship programs was high

participant satisfaction with their research experiences. Most participants who were asked to comment on

their experiences presented positive appraisals and cited numerous perceived benefits. Given that respondents

choose to participate in these programs, it is not surprising that many express positive appraisals, but the high

rates of satisfaction are noteworthy. Reported rates for general satisfaction were all very high: 90%—

Foertsch et al. (1997); 87%—Lopatto (2004); 99%—Rauckhorst et al. (2001); 94%—Russell (2006); 91%—

Seymour et al. (2004). Almost half of the respondents in Russell’s survey of participants in NSF-sponsored

programs suggested that their research experience was ‘‘one of the best experiences of my life’’ (p. 17). Bauer

and Bennett (2003) surveyed alumni from a single institution. The alumni with research experiences reported

significantly greater overall growth and satisfaction with their college experience than their peers who had not

participated in research.

Discourse Practices

Several studies of apprenticeship programs for secondary students address discourse practices. Some of

the research documents ways in which research apprenticeships provide opportunities for students to learn

about and develop discourse practices consistent with standards of the scientific community (Barab & Hay,

Table 5

Summary classification of skills gained through mentored research experiences

Skill Reports Documenting Gains

Research process Alexander et al. (1998), Bauer and Bennett (2003), Bell et al. (2003),Hackett et al. (1992), Kardash (2000), Lopatto (2004), Russell(2006), Seymour et al. (2004)

Communication (oral and written) Alexander et al. (1998), Bauer and Bennett (2003), Hackett et al. (1992),Hunter et al. (2007), Kardash (2000), Lopatto (2004), Seymour et al.(2004), Ward et al. (2002)

Technical skills (e.g., using lab equipment) Bell et al. (2003), Hackett et al. (1992), Kardash (2000), Lopatto (2004),Seymour et al. (2004), Sweeney (2006), Ward et al. (2002)

Computer skills Bauer and Bennett (2003), Seymour et al. (2004)Teamwork Bauer and Bennett (2003), Hackett et al. (1992), Lopatto (2004),

Seymour et al. (2004)Working independently Bauer and Bennett (2003), Hackett et al. (1992), Kardash (2000),

Lopatto (2004), Seymour et al. (2004), Ward et al. (2002)Information retrieval (library and database) Bauer and Bennett (2003), Seymour et al. (2004), Ward et al. (2002)Understanding primary literature Bauer and Bennett (2003), Lopatto (2004), Seymour et al. (2004)Scientific ethics Bauer and Bennett (2003), Lopatto (2004)Statistical skills Bauer and Bennett (2003), Hackett et al. (1992), Kardash (2000),

Lopatto (2004), Russell (2006), Seymour et al. (2004), Ward et al.(2002)

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2001; Charney et al., 2007). Bleicher (1996) discusses how a student researcher comes to appropriate the

discourse style of his graduate student mentors. Here, style represents vocabulary and format, but this work

does not deal with more substantive elements of discourse practices such as standards of evidence. In the

earlier section on NOS we reported on Richmond and Kurth’s (1999) findings that students came to recognize

the significance of collaboration and discourse as a part of science. This research also documented changing

patterns of practice. Students appropriated scientific terminology as a means of efficiently communicating

complex processes. This process stands in sharp contrast to students memorizing vocabulary as a precursor to

exploring underlying content. Richmond and Kurth provide an example of how student researchers come to

use language as a tool for their research rather than an abstracted learning objective. Interestingly, Lewis et al.

(2002) suggest that their study participants’ lack of appropriation of technical language significantly hindered

their abilities to appropriately convey the meaning of experimental findings.

Collaboration

One outcome of interest associated with several apprenticeship programs for teachers is the extent to

which these experiences foster collaboration. Collaboration is documented among teachers (Dresner &

Worley, 2006; Melear et al., 2000) and also between teachers and scientists (Yen & Huang, 1998; Raphael

et al., 1999). Yen and Huang (1998) report teachers feeling more enthusiastic about science because of their

collaborations with scientists. Melear et al. (2000) present a similar finding in work with pre-service teachers

who rely on each other and their scientist mentors to navigate their research activities. Varelas et al. (2005)

describe the ‘‘community of practice’’ that emerges in these experiences and explores the tension between the

need for collaboration and individual freedom. One of the benefits of extended collaborations between

teachers and scientists is increased communication between the parties as teachers plan their instruction

(Westerlund et al., 2002).

Changes in Teacher Practices

A common goal for teacher apprenticeship programs is for the experiences to change teacher practices in

their classrooms. Several reports explored this outcome with varying results. In two studies, teachers report

modifying lessons and lab activities to include more authentic science research following their apprenticeship

(Buck, 2003; Dresner & Worley, 2006), but no direct measures or observations of teacher practice are made.

Westerlund et al. (2002) document teacher implementation of inquiry-based teaching following apprentice-

ships through classroom observations. Other researchers document the difficulty of transferring scientific

research experiences to classrooms. In one study, teachers report no changes in the types of activities they

perform with their students in the year following a summer apprenticeship program (Boser et al., 1988). One

of the pre-service teachers involved in a graduate level apprenticeship course reports that she believes that the

science research conducted during the experience cannot be leveraged to transform classroom practices

(Brown & Melear, 2007). Lack of time, equipment, and financial resources are cited as factors limiting effects

on classroom practices.

Other Findings

Additional findings associated with reports on undergraduate apprenticeship programs deserve attention

but do not fit well in the categories identified above. Hunter et al. (2007) relied on interviews with both

students and their faculty mentors. They found a great deal of concordance between the two groups in terms of

identifying the range of benefits accrued for the students. However, the students and mentors framed these

benefits differently. The students conceptualized their gains primarily in terms of personal growth and

intellectual development. In contrast, the mentors emphasized development of behaviors and habits of mind

consistent with the culture of science. Faculty framed student gains in terms of socialization into professional

science and students thought more in terms of their own personal edification.

Russell (2006) also reports three specific findings that do not fit well into the outcome categories

described above. Two of the three results are supported by other work as well. While the findings themselves

are not very surprising, they have important implications for the design and implementation of apprenticeship

experiences. (1) Undergraduate researchers’ levels of involvement was positively correlated with the

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students’ satisfaction with the experiences and perceptions of gains. Students more fully immersed in the

culture of science as evidenced by activities such as participating in scientific conferences, authoring papers,

and mentoring less experienced researchers, tended to report more positive perceptions than their less-

involved peers (Campbell, 2002; Russell, 2006). This finding underscores the significance of Ponjuan,

McKinney, Waltrip, and Sadler’s (2007) work relative to the immersion of students from underrepresented

groups in research activities. In this program evaluation, Ponjuan and colleagues found that students of color

were every bit as immersed in the culture of science as their peers within the program. However, women

reported significantly less involvement than their male counterparts, a finding which highlights the need for

explicit attention to the participatory patterns of target groups. (2) Duration of student research experiences

was positively correlated with satisfaction and intentions to attend graduate school. Students with

apprenticeship experiences sustained over multiple semesters tended to demonstrate stronger outcomes as

compared to students with more limited opportunities such as single summer programs which happens to be a

very popular model for undergraduate research (Bauer & Bennett, 2003; Berkes & Hogrebe, 2007; Russell,

2006). (3) Russell’s survey included an open-ended item requesting suggestions for improving undergraduate

research experiences. The most common responses to this item were to increase the quantity of and enhance

the quality of faculty mentoring. Despite the great variability associated with student experiences in

apprenticeship environments, a very large percentage of the sample was united in their desire for improved

mentorship on the part of science faculty.

Student–Scientist Partnerships

As alluded to earlier, SSP programs offer an alternative model to science apprenticeship experiences for

secondary students and teachers. These programs provide opportunities for MS and HS classes to work on

ongoing research projects. Students and teacher involvement in these programs usually entails collecting data

and adding these data to larger data sets for more global analyses. We have chosen to include analysis of

reports related to SSP because they represent a popular model for partnering learners with scientists and

offering learners opportunities to engage in authentic scientific inquiry, but we present these results separately

because of their unique structure and implementation as compared to programs featured above.

Authors have been enthusiastic about SSP as a vehicle for engaging students in science, enacting inquiry

(Rock & Lauten, 1996), and generating excitement about science (Fougere, 1998). Researchers have

documented that students in these programs can collect high quality data that can be used by practicing

scientists (Lawless & Rock, 1998). In some contexts, the authentic connection between students and scientific

research has been linked to positive affective outcomes. That is, students take pride in their work because they

believe it has purpose and is useful for ‘‘real scientists’’ (Means, 1998). While these reports cast a positive

light on SSP, empirical support for these claims is somewhat tenuous. The reports do not provide enough

detail to substantiate methodological rigor which necessarily limits the weight of their conclusions.

One study does provide a detailed discussion of research methodology; the findings generated in this

study challenge the effectiveness of SSP (Moss, Abrams, & Kull, 1998). This report presents longitudinal

case studies of seven HS students who participate in three overlapping SSP programs (Forest Watch and two

local programs) as a part of a year-long biology course. The primary outcome investigated if/how students

come to understand the ‘‘process by which scientific knowledge is constructed’’ (p. 149). The authors

conclude that student ideas about scientific processes and knowledge evolved very little. They also suggest

that students grew frustrated with the time-consuming and tedious nature of data collection. The students did

not participate in the generation of research questions, nor did they actively contribute to data analysis. This

partial involvement of student researchers seemed to promote apathy among the subjects. These results

highlight a central tension inherent to SSP programs: conflicting needs of scientists seeking high quality data

and teachers and students expecting high quality learning experiences. From the scientist perspective, it is

unrealistic to expect secondary classes to contribute to decisions concerning research design and complex

data analysis; however, constraining student participation to data collection, which often entails relatively

simple measurements, limits the educational value of the experience. In conclusion, descriptive accounts

of SSP programs have presented favorable images of these models of science education for secondary

learners, but the one systematic investigation of an SSP classroom suggests significant limitations in this

approach.

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Summary of Results

A fairly large number of studies have examined the effects of science apprenticeship experiences for

secondary students, undergraduates, and teachers. The studies explore the experiences and learning gains

resulting from programs that provide opportunities for participants to work with practicing scientists.

Overall, the studies suggest that most students and teachers participating in science research apprentice-

ships tend to like the experiences and think that they confer important benefits. Russell’s (2006) large-scale

survey of undergraduates suggests that a relatively high percentage of students in STEM majors (53%)

participate in authentic research experiences. Although these data are not available for secondary

students and teachers, these groups are assuredly involved in apprenticeships with far less frequency. In

documenting specific learning gains associated with research apprenticeships, we identified several

categories that emerged from the literature. In the text that follows, we briefly review trends from each of the

categories.

The effects of apprenticeship programs on career aspirations were the focus of several studies in

secondary and undergraduate contexts. Documented patterns within this category include: (1) increased

interest in science careers, (2) increased retention in undergraduate science majors, (3) increased desire to

attend graduate school, and (4) positive correlations between participation in apprenticeship experiences and

matriculation to graduate school. However, some studies draw attention to the fact that students already

interested in science and/or committed to careers in science self-select to participate in apprenticeship

programs. This raises interesting questions regarding the extent to which these programs serve as recruiting

mechanisms to increase the ‘‘science pipeline’’versus providing enrichment activities for keeping students in

the ‘‘pipeline.’’ This is an important question for the designers of apprenticeship programs to consider as they

recruit participants.

NOS learning is a targeted outcome for many apprenticeship programs and a variable of interest for

several of the reviewed reports. Overall, the reports fairly consistently support the idea that participants

develop more sophisticated ideas about the time and persistence necessary for collecting high quality data and

the complexity and ‘‘messiness’’ of scientific research. However, more advanced ideas about NOS consistent

with the dominant framework for NOS within the science education community do not seem to be

significantly affected by apprenticeship experiences. The one exception to this trend (Schwartz et al., 2004)

suggests that explicit NOS instruction in conjunction with the apprenticeship experience was the critical

element in fostering participant growth in this area. Therefore, the typical model for apprenticeship programs

which is based on an assumption of implicit NOS instruction may promote student understandings of some

aspects of NOS such as complexity and rigor, but more abstract themes such as tentativeness and creativity

likely require more explicit instructional support.

Participant learning of scientific content knowledge is another theme that emerges frequently. All of the

reports that deal with this variable document some positive changes in participant understandings of science

content. However, the question of how much science is learned by participants is left largely unanswered. At

least one study questions the depth of understanding developed through these experiences (Bleicher, 1996)

while others document substantial depth of understanding (Richmond & Kurth, 1999; Ritchie & Rigano,

1996). These conflicting results suggest to us that specific features that vary across apprenticeship programs

likely afford and constrain outcomes such as scientific content knowledge. A number of studies also

document gains in participants’ confidence to conduct scientific research and/or self-efficacy relative to

science. An interesting hypothesis posited by one group working in undergraduate contexts (Berkes &

Hogrebe, 2007) that deserves additional attention positions changes in self-efficacy as a fundamental

mechanism for realizing other desired outcomes.

Several apprenticeship programs propose intellectual development as an important outcome. The one

study of secondary students that empirically explores this variable does not find improvements in critical

thinking, but it should be noted that the program was particularly short (2 weeks; Barab & Hay, 2001). Four

reports associated with undergraduate programs address intellectual development but frame the construct in

three different ways: epistemological beliefs, scientific reasoning, and general intellectual growth.

Collectively, these reports find that apprenticeship opportunities can support intellectual development

especially when participants are epistemically engaged in the research process.

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Many studies document participant perceptions of improved skills resulting from apprenticeship

experiences. We group these skills in the following categories: research process, communication, technical

skills, computer skills, collaboration, working independently, information retrieval, understanding primary

literature, scientific ethics, and statistical skills. Four studies related to apprenticeship programs for

secondary students report that the experiences shape discourse practices.

An intended outcome of many science research programs for teachers is the development of

collaborations. Apprenticeship experiences have been shown to foster collaborations among teachers as well

as between teachers and scientists, and several reports postulate practical benefits resulting from these

relationships. Another common goal of apprenticeship programs for teachers is transformation of classroom

practices. Results of studies that explore this outcome are mixed. Participants in two programs report changes

in their classroom practices; an additional study documents changes in practice through classroom

observations. However, two other studies explore this variable and find no evidence of change.

Discussion and Implications

In examining the full body of literature related to science apprenticeships, we believe that researchers

have over-relied on the self-reports of participants as the basis for claims made in support of these programs.

The claims these data are used to support would be strengthened with documentation of the psychometric

features of the instruments used (in the studies using surveys)—a practice that few of the survey-based studies

completed. Reliability measures that identify instrument features such as internal consistency and test–retest

consistency need to be presented in order for audiences to better interpret and evaluate findings.

Similarly, we believe that researchers need to more clearly address validity issues. Some of the most

important variables of interest in analyses of apprenticeship programs such as NOS understandings, scientific

content knowledge and intellectual development are not most validly assessed through self-report data. We

recommend the use of more direct measures for these variables. Some of the work reviewed here does this and

therefore should be very carefully considered in the synthesis of findings particularly as compared to other

studies with less valid measures. For example, Schwartz et al. (2004) use the VNOS to assess NOS

understandings; Grindstaff and Richmond (2008) use direct observations to document discourse practices;

and Charney et al. (2007) use Advanced Placement exams to assess content knowledge. For other variables,

participant self-reports may provide the most valid data. For example, career aspirations and confidence in

science are well suited for self-reported data. However, even these variables which lend themselves to

exploration through self-reported data would benefit from work documenting the validity of these measures.

Such work could include longitudinal studies of individuals to document the extent to which self-reported

data on variables such as career aspirations in the midst of apprenticeship programs predict future practices

and behaviors.

While it is easy for us as reviewers to suggest use more of valid and reliable measures, the practice of

doing so is quite challenging. Apprenticeship programs target complex and difficult-to-measure constructs.

Consider, for example, the measurement of content knowledge. In a program that partners 20 students with

scientists, the range of content that might be learned is likely to be very broad. If the participants are assigned

to various disciplines, then the task of validly assessing content understandings related to the experience is

daunting. Even if participants are situated in a single department, the trend toward specialization within

scientific disciplines makes it likely that participants will be developing disparate understandings.

Three issues emerged across the studies reviewed that have immediate implications for the designers and

managers of scientific research apprenticeship programs. (1) The length of research experiences seems to be

an important determinant of participant learning gains. This issue was addressed directly by at least three

studies (Berkes & Hogrebe, 2007; Ritchie & Rigano, 1996; Russell, 2006) and is supported more indirectly

through comparisons of outcomes achieved in short programs (e.g., 2 weeks; Hay & Barab, 2001) and longer

programs (e.g., 7 weeks; Grindstaff & Richmond, 2008) with similar audiences (HS students in this case). As

one study stated (Ritchie & Rigano, 1996), it takes time for apprenticeship participants to feel comfortable

enough in their research settings to really understand the science being conducted. This finding encourages

program designers to consider ways of sustaining these experiences. Given the structure of most programs

designed for secondary students and teachers (i.e., summer or course-based programs), there are natural

constraints that would likely be difficult to circumvent. However, changes could be made in undergraduate

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programs to encourage more extended research opportunities. For example, the majority of undergraduate

participants in apprenticeships do so as juniors and seniors. Engaging students in their 1st and 2nd years

provides immediate opportunities to expand participation. (2) Several reports suggest that the impact of

programs would be enhanced by supplementing research activities with elements that provide explicit

attention to desired learning outcomes (e.g., Bell et al., 2003; Grindstaff & Richmond, 2008; Schwartz et al.,

2004). Participants can learn skills and ideas implicitly through participation in a research group, but

supporting these experiences with activities specifically designed to help participants draw connections

between their experiences and emerging understandings can have even more powerful effects. (3) For many

of the anticipated outcomes such as critical thinking, NOS understandings, content knowledge, and discourse

practices, ensuring that participants are epistemically engaged in the research process is critical. Involving

students or teachers in ongoing research projects such that they follow established routines may be the most

practical way of engaging the relative novices. However, if the participants’ experiences do not evolve to

include a wider range of epistemically demanding practices such as data analysis, hypothesizing and

developing research questions, then learning gains on higher order outcomes will likely be limited. If the

primary aim of an apprenticeship program is to foster sophisticated understandings and practices, then length

of experience, instructional supports and opportunities to engage in epistemically demanding practices ought

to be prioritized design principles.

The evidence reviewed in this report provides support for many positive outcomes associated with

scientific research apprenticeships, but we believe the research base is far from complete. The most pressing

issue that we have raised is the need for greater methodological diversity. We recommend that the research

community critically explore ways in which more direct and valid measures of outcome variables can be used

in this kind of research. We also recommend that when surveys are constructed, used, and reported that

researchers attend much more critically to reliability and validity data for these instruments. As the field

moves forward, we see one area in particular in critical need of empirical attention. Much of the research

treats apprenticeship programs holistically without careful attention to specific programmatic elements

which may enhance or constrain participant experiences. We believe that finer grained analyses of specific

programmatic features would yield additional insights that might be leveraged by the agencies that fund these

projects as well as designers and managers who conceptualize and run these projects. Ultimately, the field’s

ability to build from these kinds of findings will lead to stronger programs and enhanced learning

opportunities.

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BOARD OF EDUCATION Attachment: Action 21 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Scott J. Bowers, Assistant Superintendent – Human Resources SUBJECT: Management Reorganization and Reclassifications STRATEGIC PLAN INITIATIVE Staff Recruitment and Development RECOMMENDATION It is recommended the Board approve the addition of the three new positions and the reclassification for seven positions, indicated below, effective July 1, 2015. The attached revised organizational chart reflects these changes. BACKGROUND As part of the Superintendent’s reorganization proposal for District Office services, there is need to add new management positions and to reclassify other positions in the management group to reflect the changes in the organizational structure which will improve the effectiveness, responsiveness, and efficiency of office operations. Some responsibilities have shifted in this reorganization, new responsibilities have been added to positions, and recommendations from the Minority Achievement and Talent Development Advisory Committee have added other responsibilities. One staff member is also being recommended for reclassification to reflect his increased supervision and work responsibilities. Proposal for New Positions

Chief Student Services Officer (Assistant Superintendent Level) – As PAUSD has expanded efforts around special education, student health and wellness, and compliance issues, the need for direct supervision of this work is needed. The reorganization plan brings back the assistant superintendent level position for student services, which was eliminated in 2002. The Chief Student Services Officer for student services, under direction of the Superintendent, leads the division effectiveness in development, placement, implementation, and evaluation of Pre-K-Post-Secondary Special Education programs and services, guidance programs, district nursing services, and mental health and wellness supports and services. The Chief Student Services Officer provides leadership and oversight to Central Attendance and for enrollment policies and procedures. A complete job description is being developed, which will includes, but is not limited to, these primary responsibilities:

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• Assists in the determination of types of programs and supports needed by the schools, makes appropriate recommendations, and works with other district departments to facilitate program supports and to encourage student wellness, safety, learning, and support services.

• Serves as a primary evaluator for the Directors of Special Education and Student

Services, school psychologists, and district nurse. • Coordinates and supervises assignments for directors, coordinators, and managers to

ensure that appropriate resources are allocated to special education, guidance, attendance, and health and wellness programs to support the success of all students.

• Registration and Attendance Services: Supervise and evaluate Central Attendance staff. District approval/denial of new inter-district transfers. Appeals for inter- and intra-district transfers, and continuation of permits. Oversees Santa Clara County Office of Education Appeals. Coordinate Kindergarten Registration. Interfaces with nonresidents who have students enrolled inappropriately in PAUSD, providing documentation proving non-residence.

We recommend reestablishing the position of Chief Student Services Officer as a contracted position effective July 1, 2015. General Counsel – PAUSD utilizes the services of several law firms to advise the District on legal matters pertaining to the laws governing special education, collective bargaining, contract and real property, Education Code, and many other areas. The addition of a general counsel would improve the District’s responsiveness to legal questions and provide needed support for the Superintendent and Board of Education. This position is expected to be revenue neutral, as the funds currently spent on legal fees will be shifted to fund the general counsel position. A job description is being developed, with primary duties including, but not limited to:

• Confer with, advise, and render legal opinions on areas of law including, but not limited to, labor and employment, employee and student discipline, student rights and responsibilities, special education real property, litigation, Brown Act, liability, and issues related to OCR, EEOC, etc.

• Act as District’s UCP Coordinator and act as investigator to review and respond to formal complaints.

• Provide leadership to the District compliance function and staff. • Respond to Public Records Act requests and coordinate and monitor responses to

PRA. • Interpret the impact of pending and new legislation. • Review and approve work of outside counsel. • Draft new or revised Board policies and Administrative Regulations. • Attend all regular and special Board meetings and study sessions and act as legal

advisor to the Board and as parliamentarian at meetings. • Serve as an ombudsman for informal but potentially serious complaints

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We recommend creating the position of General Counsel as a contracted position effective July 1, 2015. A draft job description is included with the Superintendent’s Executive Summary. District Nurse – As the District’s responsiveness to and support for student health issues have expanded, the need for additional District level nursing services at the elementary level and coordination is needed. We recommend creating a second classified or certificated District Nurse position effective July 1, 2015. Proposal for Reclassification Positions Brenda Carillo - Hired as Coordinator II—Student Services on July 1, 2012. The work under the reorganization now meets Director I level responsibilities. We recommend reclassifying this position to Director I—Student Services effective July 1, 2015. Judy Argumedo - Hired as Coordinator II—ELL on July 1, 2011. The work under the reorganization now meets Director I level responsibilities. We recommend reclassifying this position to Director I—Equity & Academic Success effective July 1, 2015. Katherine Baker - Hired as Director I—Secondary Education on July 1, 2013. After careful review of the work duties from the reorganization being proposed, we recommend reclassifying this position to the Director II level, with the title of Chief Academic Officer—6-12 effective July 1, 2015. Barbara Harris - Hired as Director I—Elementary Education on July 1, 2014. After careful review of the work duties from the reorganization being proposed, we recommend reclassifying this position to the Director II level, with the title of Chief Academic Officer—PK-5 effective July 1, 2015. Ignacio Padilla - Hired as Classified Manager I—IT on July 5, 2012. Due to additional supervisory duties resulting from the increase of site IT staff, we recommend reclassifying this position to the Classified Manager II—IT effective July 1, 2015. TBD – The Associate Superintendent position will be vacant July 1 with the departure of Dr. Charles Young. The work under the reorganization plan now supports a Deputy Superintendent position who will serve as the second in command to the Superintendent. A job description has been developed with primary duties including, but not limited to: • Provide leadership and assistance in the design, operation, monitoring, and evaluation of

assigned programs. • Provide leadership, management, supervision, and direction to assigned management,

professional and support staff, and consultants. • Play a significant leadership role in fostering professional growth and building of staff morale

throughout the district. • Direct processes related to development, evaluation, and revision of curriculum and

assessment:

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o Keep informed as to the operation of the instructional program and outcomes of initiatives designed for improving teaching procedures focusing on improvement and accountability.

o Manage collection and analysis of student achievement data including District, site, classroom, and individual student data and coordinate preparation of reports.

• Assure the implementation of the District program for ensuring student mastery of content and performance standards:

o Oversee school improvement plans and school accreditation process. o Design evaluation of intervention programs for historically underrepresented students

and others not meeting performance standards. • Direct planning for District and school improvement:

o Direct planning and implementation of processes related to the selection of textbooks and instructional materials.

o Formulate and encourage innovative curricular programs that will improve instruction in conjunction with the supervisory staff, principals, and teachers.

o Communicate with the public and media on curriculum and instructional issues. o Provide for community input and participation in instructional programs and LCAP

and advisory committee processes. We recommend the Associate Superintendent position be reclassified to a Deputy Superintendent position effective July 1, 2015. Coordinator I (Student Services) – The District needs additional support to effectively oversee our compliance monitoring programs such as the Section 504 program, Uniform Complaint Program (UCP), Student Attendance Review Board (SARB), Secondary Records, and the expulsion process. With the addition of the aforementioned Chief Student Services Officer and General Counsel positions, we believe one of the Coordinator II—Special Education positions can be reclassified to Coordinator I position. We recommend reclassifying a Coordinator II—Special Education position to a Coordinator I—Student Services position effective July 1, 2015. Anticipated Positions (Program Evaluation Coordinator and Equity Administrator) These two positions are likely to be added during the course of the 2015-16 Academic Year. The new Director of Research and Assessment and cabinet, as a whole, are realizing both the needs of the district for thoughtful data analysis, especially as it relates to evaluating programs and services. Moreover, the MATD Advisory Committee has recommended the district employ or appoint a person who will be accountable for assuring the recommendations of the Committee, and enacted by the administration and Board, are fulfilled with fidelity. We are currently in the process of determining specific job responsibilities, identifying whether or not current staff can handle some of the workload, and exploring how the new work fits within the current organizational structure to see if it would actually require 2.0 FTE. We expect it will be less. In any case, we are making room in the budget for these anticipated positions.

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Rev 06/17/15

Board of Education

Superintendent

Assistant Superintendent Human Resources

(Scott Bowers)

General Counsel (New)

Chief Student Services Officer Assistant Superintendent

Chief Technology Officer Director II

(Derek Moore)

Public Information Officer - Coordinator II (TBD)

Director I Human Resources

(TBD)

Benefits & Payroll Staff

Coordinator II Professional Learning

(Kelly Bikle)

Chief Academic Officer Director II, PK-5 (Barbara Harris)

Chief Academic Officer Director II, 6-12

(Katherine Baker)

Principals PK-5 & Non-choice

Principals HS, Adult Ed, LPCH

Principals MS, K-5 Choice

TOSAs K-5

Director I Research, Assessment, Eval

(Chris Kolar) TOSAs

6-12

Director I Academic Support Programs

(Judy Argumedo)

Director II Special Education

Director I Health & Wellness (Brenda Carrillo)

Manager 1 Mental Health

(Wendy Goodridge)

Coordinator II Spec Ed PK-5

Coordinator II Spec Ed 6-12

Nursing Svcs (Linda Lenoir)

Coordinator I 504, SARB, Records,

Suspensions (Reclass)

Central Attendance Supervisor & Staff (Margie Mitchell)

IT Managers

Alexey Demyanenko [3], Eduardo Carneiro [2])

Executive Assistant (Kathleen Ruegsegger)Admin Support (Vicky Lao)

Human Resources Staff

IT Coordinator II (Nancy Pang)

IT Staff

Coordinator II -Ed Options (Dave Hoshiwara)

Coordinator II - Music & PE (Nancy Coffey)

Coordinator II - Art (Sharon Ferguson)

Coordinator I – AAR (Jeong Choe)

Principal on Special Assn Special Projects

(Magdalena Fittoria)

Bilingual TOSA (Jose Corado)

Deputy Superintendent Education Services

(Reclass)

Asst Principals

Nursing Svcs (New) Counselors

Manager 1 Assessment & Eval

(Janine Penney)

Psychologists

Chief Business Official Asst Superintendent

(Cathy Mak)

Manager 4 Finance

(Connie Ngo)

Accountants & Accounts

Payable/Receivable Staff

Manager 4 Maintenance & Ops

(Ron Ellis)

M&O Supervisors & Staff

Current Positions Reclassified Positions New Positions

BOARD OF EDUCATION Attachment: Action 22 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Cathy Mak, Chief Business Officer SUBJECT: Proposed PAUSD Budget for 2015-16;

Resolution 2014-15.14, Year End Budget Transfer Authorization; Resolution 2014-15.15, Budget Transfer of Funds for the Fiscal Year 2015-16; Resolution 2014-15.16, Interfund Borrowing Fiscal Year 2015-16;

This item was discussed by the Board of Education at its meeting of June 9, 2015. The changes to the item are shown in italics. Below are changes from the June 9 report:

• $6.1 million designated for New Schools Funds (page 7) • $442,456 reduction in Expenditures from the Mandated Cost Revenues (page 10) • State forms and related criteria and standards are complete and District is in compliance.

(pages 24-27) STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATIONS This item was discussed at the June 9, 2015, regular meeting. It is recommended that the Board of Education:

1. Adopt the 2015-16 budget as presented. 2. Adopt, as a separate action, the budget for Fund 21-210, the Property Fund, as presented.

(This separate approval is required by Board of Education policy.) 3. Approve the Resolution for Budget Transfer Authority for 2014-15 as presented. 4. Approve the Resolution for Budget Transfer Authority for 2015-16 as presented. 5. Approve the Resolution for Interfund Borrowing for 2015-16 as presented.

INTRODUCTION The Education Code requires that school districts adopt a budget for 2015-16 by July 1, 2015. At this time, key state and local budget information is still unknown. We will not have changes to the state budget, property tax revenue, enrollment, and employee health benefit rates increases until well past the July 1 deadline. This budget, however, is based on the best estimates that are currently available. SUMMARY State Budget and Economic Outlook The state’s economic outlook remains strong in 2015, with job growth better than anticipated and the unemployment rate falling both at the national and state levels. With a strong economy, the

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Governor’s May Revision included substantial increases to the education budget. The Governor proposed $6.1 billion to further Local Control Funding Formula (LCFF), and $3.5 billion in discretionary, one-time funds proposed for the implementation of Common Core State Standards (CCSS). While PAUSD will not receive any additional ongoing revenue from the LCFF, PAUSD will be eligible for the one-time funds. The estimate for PAUSD is $7.2 million. This revenue will be reserved for textbook adoptions and one-time projects. On the local front, property tax growth continues to grow at a healthy level. In 2014-15, the latest growth estimate is a 7.47% increase over last year. Staff is using the rate increases from the City of Palo Alto of 5.24% for 2015-16 and 5.36% to 5.51% per year for the out years. We are anticipating enrollment growth for 2015-16 and hence additional staffing is budgeted. The voters have approved an annual tax of $758 per parcel per year (Measure A) for six years from 2015-16 to 2020-21 replacing the previous 2010 tax measure. The new parcel generates an additional $2.3 million per year. While the budget situation for 2015-16 continues to improve by the recent positive property tax data, the District still needs to be cautious as economy is cyclical, and we do not know when the next downturn will hit. The significant increase of 14.3% of LCFF funding to state funded districts may have potential challenge to labor contract negotiations next year. Program Augmentations Below are program augmentations included in this budget. $2,336,941 was approved by the Board on the April 21, 2015, meeting. Since then, the voters of Palo Alto have approved a parcel tax measure replacing the previous one. The new measure brings in additional revenue of $2,300,000. $619,925 of the $2,336,941 program augmentations will be funded from the new tax measure. The second table below shows the additional expenditures proposed to be funded by the new additional revenues. Program Augmentations - Board Approved 4/21/15 FTE Amount

Elementary School Staffing Increase 4.9 600,000$ Secondary School Staffing Increase 3.0 358,864 Middle School Administrative Support 2.8 363,156 Health Technicians * 0.75 100,332 High School Administrative Support - reclass PT Dean to FT Assistant Principal 1.0 157,905

High School Classified Staffing 2.0 133,253 Advance Authentic Research Coordinator * 1.0 142,862 Bus Driver * 1.0 66,920 EL/Bilingual TOSA * 0.5 59,811 Student Services Secretary 0.5 34,902 Licensed Mental Helath Therapists * 2.0 250,000 High School Graduation Cost 30,000 Spectra Art Supplies 28,000 Professional Development Spectra Art 3,936 Music Instrument Repair 7,000

TOTAL: 2,336,941 Parcel Tax (619,925)

* Include in Parcel Tax Budget General Fund 1,717,016$ 2

Parcel Tax Additional Expenditures - 2015 Tax Measure FTE Strategic Plan Initiatives Amount

Health and WellnessMental Health Support Therapist * 2.0 B1, B3 250,000$ Nurse - 8 hours for elementary (certificated) 1.0 B2 127,450 Heath Technicians - middle school * 0.75 B2 100,332 Psychologist or social worker 1.0 B3 136,000 Mindfulness Coach 0.5 B3 63,725 Student Services (parent outreach, counseling, crisis intervention, interns, wellness screening) B1, B2, B3 223,850

SubTotal for Health and Wellness 901,357

Academics **Equity Administrator 1.0 A2, A3 142,862$ K-2 Reading Support -instructional aides A2, A3 130,341 Bus Driver * 1.0 A3 66,920 Intervention Specialist/ TOSA (K-5) 1.0 A1, A2, A3 127,450 Expand Summer School A3 300,000 Comprehensive academic diagnostics (K-2) A3, E2, A3 50,000 EL/Bilingual TOSA * 0.5 A1, A3 59,811 Equity Training E2, C3, A3 45,600 Middle School Math Intervention classes 1.2 B1 152,940

Sub Total for Academics 1,075,924

S.T.E.A.M.Advanced Authentic Research Coordinator * 1.0 A1, E2, E3, E4 142,862$ AAR Teacher Liason (1 period at Gunn and Paly) 0.4 A1, E2, E3, E4 50,980 Research Program Supplies A1, E2, E3, E4 10,000 Computer science curriculum - middle school 1.0 E4 127,450

Sub Total for S.T.E.A.M. 331,292

Total New Expenditures 2,308,573$

* approved on 4/21/15 - 2015-16 Additional Resource Allocations** This area addresses the recommendations from the Minority Achievement and Talent Development Advisory (MATD) committee. Reserve Cap (pp. 21) Starting with the 2015-16 budget adoption, school districts are required to provide a statement that substantiates the need for the excess reserve. For PAUSD the reserve level is 3%, $6.2 million of the total general fund expenditures. The table shows the amount over 3% and the reasons for the excess. The district has a 10% reserve policy. Most of the other reasons are for budget reserves at the schools and unspent funds from categorical programs and previously approved one-time projects. New on the list is designation for a one-time cost for potential new schools. The estimated startup costs are $1.6 million for a new elementary school and $4.5 million for a new middle school. The remaining excess is placed in the “designation to mitigate future budget cuts.” What does this budget include?

• Personnel o Estimated increases for step and column movement on current salary schedules o Current health benefit rates are used for July 1, 2015, through June 2016; any cost

increases beyond December 2015 are not included o Additional staffing to accommodate enrollment growth based on current formulas o Additional program augmentation of $1.7 million o Additional Parcel Tax program expenses of $2.3 million o Increase in CALSTRS and CALPERS employer’s contribution rates

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• Other

o Estimated increase for utilities o Estimated increase for non-public school and residential placement costs for

special education o Routine Maintenance Fund based upon 3.0% of General Fund expenditures

What is not included in this budget? • Increases to current salary schedules • Increases in health benefit costs beyond December 2015 • Impact of final adopted 2015-16 State Budget

The revenue assumptions in this budget are based on an increase of 5.24% in property taxes (secured, unsecured, homeowners’ exemption, and PAUSD share of county-wide roll corrections), the state’s “hold harmless” categorical funding of $2.5 million, and a $2.3 million increase in parcel taxes. Latest estimates are used for federal programs. The budget adopted by the Board in June, while technically the official budget of the District, will be modified during the 2015-16 budget year as follows: September 2015 Budget Update What we will know then: Actual Property Tax Revenue for 2014-15 Ending Balance for 2014-15 State Budget for 2015-16 First County Update on 2015-16 Property Tax Collections October 2015 Budget Study Session November 2015 First Interim Financial Report What we will know then: Adjustments to PAUSD budget based on actual enrollment and staffing for

2015-16 Second County Update on 2015-16 Property Tax Collections Revenue and expenditures from July 1, 2015 to October 31, 2015 Budget adjustments through October 31, 2015 February 2016 Second Interim Financial Report and Budget Study Session What we will know then:

Third County Update on 2015-16 Property Tax Collections Revenue and expenditures from July 1, 2015 to January 31, 2016 Budget adjustments through January 31, 2016 Budget allocation for 2016-17

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LOCAL REVENUE Local revenue consists of property taxes, parcel taxes, lease income, interest income, donations, reimbursements, and transfers from other funds. Property tax revenue accounts for about 70% of the General Fund budget. Based on the latest estimate received from the Santa Clara County Controller-Treasurer’s office, property tax revenue for the current year is projected to increase 7.47% over 2013-14. For 2015-16, the County Assessor’s office has yet to post Proposition 8 assessment adjustments or any reserve the County needs to hold back in July for refunds. Allowing for Proposition 8 adjustments, a county-wide reserve, and the volatility of the unsecured roll, staff is using the property growth rate from the City of Palo Alto of 5.24% in the property tax revenue assumption for 2015-16. The County Controller-Treasurer will provide their first estimate of the 2015-16 property tax revenue in August. The property tax revenue assumption will be revised based on that estimate. The parcel tax is funded at a level of $758 per parcel for the period from July 1, 2015, through June 30, 2021, with an annual escalation adjustment of 2% per year. Total budget for 2015-16 is $14.7 million. Lease income from the four District owned properties leased to tenants is projected at $8.0 million based upon current leases. Funding from Palo Alto Partners in Education (PAPiE), $5.3 million for 2015-16, is received by PAUSD each year for distribution to the schools for needed programs and staff. A complete list of local revenue is displayed on page 18. STATE REVENUE As a Community Funded school district, PAUSD now receives only about 7.8% (excluding the one-time discretionary Common Core funds of $7.2 million) of its General Fund revenue from the state. Local Control Funding Formula (LCFF) State Aid Effective 2013-14, the State has rolled over 40 categorical programs and the traditional revenue limit into a new distribution model called the Local Control Funding formula. For community funded districts, the LCFF State Aid is the same amount “hold harmless” districts received back in 2012-13. For PAUSD, the amount is $2.5 million which is composed of $9.9 million of state categorical programs less the $7.4 million State “fair share” reduction. While the proposed 2015-16 state budget provides additional $6.1 billion for the implementation of LCFF, there is no increase in funding to PAUSD due to this “hold harmless” provision. The significant increase of 14.3% of LCFF funding to state funded districts may have a potential challenge to labor contract negotiations next year.

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FEDERAL REVENUE The 2015-16 federal funding is projected to be flat funding. It is important to note the federal government uses a fiscal year beginning on October 1 and ending on September 30. Also, we will not know the exact funding amounts until the fall. This is why most federal programs have a high carryover as schools and managers plan and spend with what is certain. EXPENDITURES The bulk of the District’s expenditures, 82%, are in employee salaries and benefits. The remaining 18% of the budget funds are contracted services, supplies and materials, capital outlay, and other expenses. Unified school districts are required by law to spend at least 55% of total expenditures on classroom related expenses including teachers and teacher aides. The District maintains a percentage well over 60%.

OUTLINE OF BUDGET DOCUMENT This budget represents the PAUSD financial plan for the coming year, based on the financial information available at this time. As further information is received, the budget will be revised to reflect changes in projected income and expenditures. The remainder of this document is divided into the following sections: I. Financial Status for 2014-15. There have been changes from the financial status reported

at Second Interim. II. Budget for 2015-16. The projections for the 2015-16 budget have changed since the

Second Interim Financial Report because of updated financial information. This section outlines assumptions and presents the Superintendent’s recommended budget for 2015-16.

III. Five-Year Financial Model. The five-year financial model is the focal point of prudent

budget decision making. Having a full understanding of the long-term implications of decisions is a prerequisite to sound financial management. The model shows the assumptions used. These assumptions will change over time, and this model will be updated regularly.

IV. Capital Funds. The budgets for capital funds for 2014-15 and a full five-year model for

Fund 14-140 (Deferred Maintenance), Fund 21-210 (Property Fund), Fund 21-211 (Building Projects Fund), Fund 21-212 (Strong Schools Bond), Fund 21-216 (Planned Maintenance), and Fund 25-250 (Capital Facilities) are included in the District budget package. As is required by Board policy, the Board of Education is requested to adopt the budget for Fund 21-212 as a separate action.

V. All Other Funds. Adult School, Child Development, Cafeteria, Basic Aid Reserve,

Self-Insured Dental, Workers Compensation, and Retiree Benefits are separate funds. All of these funds are projected to be in a satisfactory financial position for 2015-16.

VI. Certification, State Forms, and Criteria and Standards. The state forms and the related

criteria and standards are in the process of being completed. These forms will be presented at the next meeting. This budget complies with state criteria and standards.

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VII. Resolution for Budget Transfer Authority for 2014-15. This is a routine resolution adopted by the school district to facilitate the activities at the close of the fiscal year.

VIII. Resolution for Budget Transfer Authority for 2015-16. This is a resolution adopted by the

school district to facilitate the payment of obligations in fiscal year 2015-16. IX. Resolution for Interfund Borrowing for 2015-16. A resolution required by the County

Office of Education to allow checks to be issued in funds which temporarily have negative cash balances.

I. FINANCIAL STATUS FOR 2014-15 (pp.18-19)

The Board’s last full discussion on the status of the 2014-15 budget was at the time of the Second Interim Financial Report. The status of the 2015-16 budget is important because it determines the 2014-15 ending fund balance (which is the 2015-16 beginning fund balance). Also, the 2014-15 budget establishes a baseline for the 2015-16 budget. This section reports on the changes that have taken place since the Second Interim Report. The table on pages 18-19 shows the comparison between the District’s general fund financials at Second Interim (Column A) and the current estimated actuals (Column B). The difference between the two columns is shown as Column C. Fund Balance and Basic Aid Reserve Policy There have been revenue and expenditure changes since the Second Interim Financial Report. The unrestricted undesignated Fund Balance is estimated at $242,274, a decrease of $6,838,562 from the Second Interim. This decrease is due to transfer to the basic aid reserve policy of $1.3 million coupled with an increase of property tax revenues of $509,856. Also, based on discussion at the June 9 meeting, staff is reserving $6,089,000 to the New Schools Funds. Revenue

1. State Aid (Decrease of $12,658). Slight decrease of Education Protection Account revenue due to decrease of ADA at P-2 attendance reporting.

2. Property Taxes (Increase of $509,856). Property tax revenue comes from three sources: the secured roll revenue, unsecured roll, and homeowners’ exemption. The increase is primarily from the unsecured roll revenue. The final figures will not be known until July, after the school year is over. When the final figures are received, the District's financials will be adjusted accordingly.

3. Transfer of in-lieu Property Taxes (Decrease of $20,468). Amount transferred to charter schools for Palo Alto resident students.

4. Mandated Cost (Decrease of $16,310). Reduction due to decrease in estimated ADA.

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Expenditures

5. Personnel Budgets (Decrease of $998,811). Personnel budgets show a decrease of $998,811 which reflects budget savings, contract settlement costs, and approximately $900,000 in budget realignments to the supplies and materials category.

6. Supplies and Materials and other Operating Expenses and Services (Increase of $1,043,815). The increase is from budget realignments from the personnel budgets above as well as increases in the local income budgets, offset by savings of $140,000 in the legal services budget.

7. Transfer to Fund 17 (Increase of $1,320,326). Transfer of funds to Fund 17 to comply with Board Policy Reserve.

II. GENERAL FUND BUDGET FOR 2015-16 (pp.18-19) The 2014-15 estimated actuals are the baseline numbers for the 2015-16 budget. This section reports on assumptions related to revenue and expenditures made to create the 2015-16 budget from the estimated actuals. The table on pages 18-19 shows the comparison between the District’s estimated actuals for 2014-15 (Column D) and the budget for 2015-15 (Column E). The difference between the two columns is shown in Column F. The following are details on the changes and assumptions that are the basis of the 2015-16 budget. Revenue Property Taxes ($144,075,513, Increase of $7,173,657). Property tax revenue comes from three sources: the secured roll, the unsecured roll, and homeowners’ exemption/subventions (HOX). For the 2015-16 budget, the secured taxes ($133.2 million), unsecured taxes ($10.2 million), and homeowner’s exemptions ($756,095) have been increased by 5.24% over the 2014-15 estimated revenue. Parcel Tax ($14,669,244, Increase of $2.3 million). The residents of Palo Alto passed the Measure A Parcel Tax in May 2015 for six years with an increase to $758 per parcel and with an annual escalation of 2% per year through 2020-21. Lease Revenue ($9,182,733, Decrease of $976,167). The District leases four of its properties to outside organizations. The Cubberley site is leased to the City of Palo Alto, along with portable buildings at several elementary schools for daycare for $5.5 million. The Fremont Hills site is leased to the Pinewood School for $1.4 million and the Garland site is leased to the Stratford School for $877,651. The District also leases the newly acquired 525 San Antonio site for $133,127 in a short term lease with the Athena Academy and receives 25% of all rental revenues generated by the sites to cover the cost of rental. Lease revenues are projected based upon signed leases for the four leased sites and historical trends at the site level.

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Special Education, including Mental Health ($8,951,577, Decrease of $38,829). Special education revenues are from these sources: County Office SELPA ($3.2 million), federal ($2.3 million), and state and local property taxes ($3.4 million). The projection for the District’s special education revenue is provided by the local special education local plan area (SELPA). Other State Revenue ($18,917,290, Increase of $7,885,570). Other state revenue includes State Aid ($5.2 million), Education Protection Account ($2.4 million), lottery revenue ($2.1 million), Proposition 39 Clean Energy ($435,966), Mandated Block Grant ($442,456), one time discretionary funds ($7.2 million), Special Education Workability ($64,075), and Adult Education ($1.0 million). All state revenue is based on funding letters received by the state or projected based upon rates provided by School Services of California (SSC). The increase is primarily due to the one-time common core discretionary funds of $7.2 million and a $463,000 increase in State aid for the Voluntary Transfer program. Other Federal Income ($1,040,899, Decrease of $326,847). Other federal income consists primarily of No Child Left Behind (NCLB) revenue for professional development, low income and English leaner students ($596,041), and a grant from the Department of Rehabilitation ($407,432). Projections are based upon current 2014-15 awards and information from SSC regarding federal funding. This decrease results from the carryover balances being removed. Palo Alto Partners in Education (PAPiE) ($5,300,000, Increase of $300,000). The District has been given a commitment of $5.3 million for the 2015-16 school year from PAPiE which is allocated to schools for target areas reflecting school district needs and priorities deemed most impactful by principals and parents as revealed in annual meetings, surveys, and focus groups. The increase represents the additional generosity of the community through their tireless efforts. Other Local Revenue ($5,015,789, Decrease of $727,389). Other local revenue is primarily funds received at the site level, including PTA donations, athletic boosters, site rentals, and departmental income. These revenues are budgeted based on historical levels, although the funds are not available to spend until they are collected by the sites. The reduction is due to a decrease in ROP revenue of $189,742. In addition, school donations are adjusted throughout the year as actual donations are received. Interfund Transfers in ($101,000, Increase of $9,000). Interfund transfers of $21,000 is the transfer from the Capital Facilities Fund. $80,000 is from the Retirees Benefits Fund.

EXPENDITURES Certificated Salaries ($97,664,373, Increase of $5,132,488). Certificated salaries include classroom teachers, counselors, psychologists, administrators, and other certificated staff. The salary budget increases current staffing, projected increases in staffing due enrollment growth, projected cost of additional step/column increases, and additional staffing allocations. The increase is due an increase of about 37 FTE positions, an extra work day on the teacher’s contract ($480,000), expanding the summer program ($300,000), and an offset by a one-time 0.5% bonus in 2014-15.

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Classified Salaries ($32,281,808, Increase of $1,051,631). Classified salaries include classroom aides, secretaries, custodians, bus drivers, maintenance workers, food service employees, and all other non-certificated staff. The projected cost of additional step increases, as well as an increase of 2 mental health therapists, 2 custodians due to increasing square footage at facilities, an increase in hours and reclassification for middle school health technicians, an increase in administrative staff, coupled with a decrease of special education aides. The increase is offset by a one-time 0.5% bonus in 2014-15.

Benefit Costs ($39,513,291, Increase of $3,625,346). Benefits include statutory, retirement, and health and welfare costs. Statutory costs include Medicare (1.45%), Social Security (6.2% for classified employees only), unemployment insurance (0.05%), and worker’s compensation (2.4635%, up from 2.209% in 2014-15). Retirement benefits include STRS (10.73%, up from 8.88% in 2014-15 for certificated employees) and PERS (11.847%, up from 11.771% in 2014-15 for classified employees). Health and welfare benefits are based on a contractual $13,070 per FTE contribution from the District. The increase is in direct correlation with the increase in salaries and primarily due to the increase in CALSTRS ($1.6 million), CALPERS ($190,706), workers compensation rate ($547,993), and an increase of health and welfare benefits to additional staffing. Supplies and Materials ($16,856,857, Increase of $6,983,490). Supplies and materials include textbooks, library books, instructions materials, other classroom supplies, technology purchases (computers, tablet devices, printers, etc), furniture, and other non-instructional materials. The growth is due to an increase in one-time common core discretionary funds of $7.2 million reserved for textbook adoption and one-time projects. This budget category is changed from the June 9 proposed budget by $442,456. The Mandated Block Grant revenue of $442,456 was budgeted as categorical revenue with the corresponding expenditures by error. We are reducing the expenditures to reflect the revenues as unrestricted.

Other Operating Expenses and Services ($18,670,889, Decrease of $1,645,051). Other operating expenses and services include services, rentals, leases, maintenance contracts, travel, insurance, utilities, legal, and other operating expenditures. Utilities ($3.6 million), special education non-public schools ($3.0 million), and mental health residential placements ($1.5 million) are the three largest expenditures in this area. Capital Outlay ($355,500, Decrease of $1,500). Capital outlay includes vehicle and large technology purchases, including servers. Interfund Charges ($116,837, Increase of $20,681). Interfund charges include all indirect charges charged to the various funds.

Interfund Transfers Out ($1,505,700, decrease of $870,326). Interfund transfers out is the transfer to the Adult Education Fund of $1.0 million and to the Deferred Maintenance Fund of $450,000.

III. FIVE-YEAR FINANCIAL MODEL (p. 20) Staff has prepared a five-year model of projected revenue and expenses, extending through the year 2020-21.

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This model is dependent on the assumptions used and the variables available in the model. The assumptions will change as time passes and the District continues to reassess the assumptions in the current model. While the model provides for additional teachers and site allocation funds for enrollment growth, it does not provide for any percentage driven increases in numbers of support staff. It also does not provide for increases in employee salaries and contributions to employee benefit costs. The revenue projections are a function of individual projections of local, state, and federal revenue sources. Revenue Projections Enrollment. The District is using the December 2014 enrollment projection. The moderate projection is used for this projection. Voluntary Transfer Program Revenue. The District receives 70% of the sending district’s LCFF base grant amount for voluntary transfer students. COLA adjustments have been applied to this revenue stream. The source of these COLA estimates is School Services of California (SSC). Property Taxes. This item includes revenue from the secured roll, unsecured roll, and homeowners’ exemptions. Absent additional information, this budget model uses a property tax growth rate from the City of Palo Alto which ranges from 5.36% to 5.51% for 2016-17 to 2020-21. These projections will be revisited as additional information is received. Parcel Tax. Measure A passed in May 2015 for six years with an increase to $758 per parcel with an annual escalation of 2% per year through 2020-21. Special Education Revenue. The projected increases are based on COLA adjustments. The source of these COLA estimates is School Services of California (SSC). Lottery Income. An increase in lottery income has been projected due to enrollment growth and estimated changes in the rate. The source of these rate estimates is School Services of California (SSC). Increases in Lease Income. The leases at Garland and Fremont Hills have a minimum increase of 3% annually. The lease with the City of Palo Alto has a 3% adjustment annually. The source of these estimates is School Services of California (SSC). The Garland lease expires on June 30, 2016, and therefore, the rental income for the Garland site has been removed for 2016-17. Expenditure Projections Additional Classroom Teachers for Enrollment Growth. Based on “moderate” projections of enrollment growth at the elementary, middle, and high schools, a calculation has been made of the number of additional teachers required. Additional Special Education Teachers and Aides. The District needs to plan for the additional special education teachers and aides anticipated as enrollment increases. Certificated Step/Column and Attrition/Retirement Savings. This estimate has been revised with updated data from Human Resources.

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Classified Step/Column and Attrition/Retirement Savings. This estimate has been revised with updated data from Human Resources. Health Benefit Costs. The health benefit costs are based on the rates effective January 1, 2015, through December 31, 2015. No increase is included in the model after December 2015. STRS Rate. The employer STRS rate continues to increase by1.65% per year until it reaches 19.1% by 2020-21. We have included this increase in the projections. PERS Rate. There is a potential CalPERS rate increases each year. The rate projections are: 2015-16 (12.6%), 2016-17 (15%), 2017-18 (16.6%), 2018-19 (18.2%), and 2019-20 (19.9%) We have included the increases in the projections. Workers’ Compensation Costs. The rate for 2014-15 is estimated at 2.4635% of overall salary, and future budget estimates will be updated when new data is available from our provider. Routine Maintenance. The transfer to Routine Maintenance is 3% for the out years. Increase in School Discretionary Budgets. This category has been increased to correspond to the projected enrollment increase. It has been adjusted to reflect the District’s allocation for the startup costs of each new elementary classroom. Increase in Utilities Expense. It is projected the costs will increase by 5% each year. Increase in Special Education Non-Public School Tuition and Transportation Costs. It is projected the costs of these line items will increase by 5% each year. Additional Maintenance Costs. The increase shown each year reflects the increase in the routine maintenance budget as a result of an increase in the overall general fund budget. Costs for the 13th Elementary School. This projection assumes implementation costs for the thirteenth elementary school will begin in 2018-19. The estimated cost for the planning is about $210,000 from the general fund. This model assumes the new school will be open in 2019-20, and the estimated ongoing operating cost for this will be about $1.5 million. This assumption can change pending a board decision in the fall. Costs for the Potential 4th Middle School. This projection does not include the costs of opening the fourth middle school. The estimated ongoing operating cost for a middle school is $4.5 million. This assumption can change pending board decision in the fall. Surpluses shown on line 38. Based on the revenue and enrollment assumptions listed above, surpluses are projected in the multi-year projection. Surpluses are shown on this line as available for program enhancements and employee compensation.

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IV. CAPITAL FUNDS (p. 22) Capital funds are funds whose uses are restricted to capital purposes. It is useful to devote budget attention to these funds and to think of them as a group. This is true because, as capital projects and tasks are identified, it is often the case there are options within the group for funding and trade-offs or combinations of funds can accomplish the purpose while remaining within the legal requirements of the funds. The following is a listing of Palo Alto Unified School District’s capital funds, a description of permitted uses, a current status report, a discussion of recommended uses, and a financial model. Fund 14-140, Deferred Maintenance Fund This fund records the revenue and expenditures from the state deferred maintenance apportionment and District-matching contribution. Formerly, there was a 50-50 state match on a capped amount of local revenue deposited in the fund. This is no longer the case. The state income has now, in accordance with state flexibility allowance, been directed to the General Fund. The following table shows a projected five-year model for this fund.

2015-16 2016-17 2017-18 2018-19 2019-20Beginning Balance $1,125,288 $680,577 $233,639 $234,691 $235,747

IncomeTransfer from Other Fund $450,000 $450,000 $450,000 $450,000 $450,000Interest Income @ 0.47% $5,289 $3,063 $1,051 $1,056 $1,061Total Income $455,289 $453,063 $451,051 $451,056 $451,061

ExpenseDeferred Maintenance Projects $900,000 $900,000 $450,000 $450,000 $450,000Total Expense $900,000 $900,000 $450,000 $450,000 $450,000

Ending Balance $680,577 $233,639 $234,691 $235,747 $236,808

Fund 14-140, Deferred Maintenance Fund

Fund 21-210, Property Fund This fund records the revenue and expenditures resulting from sale of real property or lease-with-option-to-purchase real property. The projected balance of this fund as of June 30, 2016, is $1,851,105. Expenditures in the Property Fund are restricted to capital outlay. The following table shows a projected five-year model for this fund.

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2015-16 2016-17 2017-18 2018-19 2019-20Beginning Balance $1,809,205 $1,851,105 $1,893,202 $1,935,498 $1,977,990

IncomeChildcare Portables 121,101 121,101 121,101 121,101 121,101Interest income @ 0.47% 8,503 8,700 8,898 9,097 9,297Total Other local Income 129,604 129,801 129,999 130,198 130,398

ExpenseEquipment 87,704 87,704 87,704 87,704 87,704 Total Expense 87,704 87,704 87,704 87,705 87,704

Ending Balance $1,851,105 $1,893,202 $1,935,498 $1,977,990 $2,020,684

Fund 21-210, Property Fund

Fund 21-211, Building Projects Fund The beginning fund balance for this fund is $3,350,241, almost all of that total came from State matching grants received in 2012-13. No commitments have been made for this funding, and no additional budgeted expenditures have been proposed for 2015-16. The following table shows a projected five-year model for this fund.

2015-16 2016-17 2017-18 2018-19 2019-20Beginning Balance 3,350,241 3,365,987 3,381,807 3,397,702 3,413,671

IncomeInterest Income @ 0.47% 15,746 15,820 15,894 15,969 16,044 Total Other local Income 15,746 15,820 15,894 15,969 16,044

ExpenseCapital OutlayTotal Expense - - - - -

Ending Balance 3,365,987 3,381,807 3,397,702 3,413,671 3,429,715

Fund 21-211, Building Projects Fund

Fund 21-212, Measure A Strong Schools Bond This fund records the revenue and expenditures resulting from the $378 million bond issue approved by the voters on June 3, 2008. These funds are available for repairs, improvements, and renovations of and additions to school buildings and grounds including classrooms, science and other laboratories, libraries, safety and seismic upgrades, roofs, plumbing, sewer, lighting, and electrical and mechanical systems. Including interest income, the State Career Technical Education grant, and the funding for bond issuing costs, the current anticipated revenue for this program is $390,047,530 as adopted by the Board and modified with Board approved amendments.

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Fund 21-215/6, Planned Maintenance Fund The amount of $17,000,000 in General Obligation Bonds authorized by the voters in 1995 was issued in July 2000 to fund planned maintenance over a period of years. As of the end of 2013-14, the estimated balance in this fund is close to $0. The Strong Schools Bond provided for a continuation of the planned maintenance program. In 2013-14, an additional amount of $17,758,557 was appropriated from the Measure A Strong Schools Bond and was approved for continuation over a period years. The projected balance of this fund as of June 30, 2016, is $11,407,060.

2015-16 2016-17 2017-18 2018-19 2018-19Beginning Balance 13,803,247 11,407,060 9,334,945 7,249,828 5,151,552

IncomeInterest Income @ 0.47% 64,875 53,613 43,874 34,074 24,212 Total Other local Income 64,875 53,613 43,874 34,074 24,212

ExpenseSalary and Benefits 105,562 108,729 111,991 115,350 118,811Planned Maintenance Work 2,355,500 2,017,000 2,017,000 2,017,000 2,017,000Total Expense 2,461,062 2,125,729 2,128,991 2,132,350 2,135,811

Ending Balance 11,407,060 9,334,945 7,249,828 5,151,552 3,039,953

Fund 21-216, Planned Maintenance Fund (Strong Schools Bond)

Fund 25-250, Capital Facilities Fund This fund records the revenue and expenditures resulting from the collection of fees levied on residential and commercial development. These fees are currently at $3.36 per square foot for residential development and $0.54 for commercial development.

2015-16 2016-17 2017-18 2018-19 2019-20Beginning Balance $4,016,219 $4,495,887 $4,977,762 $5,461,901 $5,948,316

IncomeFacilities Impact Fees $700,000 $700,000 $700,000 $700,000 $700,000Interest Income @ 0.47% $18,924 $21,131 $23,395 $25,671 $27,957Total Income $718,924 $721,131 $723,395 $725,671 $727,957

ExpenseModular Classrooms (Lease) $218,256 $218,256 $218,256 $218,256 $218,256Administrative Cost @ 3% of fees $21,000 $21,000 $21,000 $21,000 $21,000Total Expense $239,256 $239,256 $239,256 $239,256 $239,256

Ending Balance $4,495,887 $4,977,762 $5,461,901 $5,948,316 $6,437,017

Fund 25-250, School Capital Facilities Fund

V. ALL OTHER FUNDS (p. 23) Fund 11-110, Adult School Fund. Adult Education is primarily supported by state revenue, student fees for classes not supported by the state, and very limited categorical funds. The program is not projected to encroach on the General Fund.

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Fund 12-120, Child Development Fund. This program is supported by state revenue and parent fees. Child care services are provided by Palo Alto Community Child Care (PACCC) as a sub-contractor to the District. The program is not projected to encroach on the General Fund. Fund 13-130, Cafeteria Fund. The District receives federal and state funds for the Cafeteria Program and also receives revenue from food sales. There is no contribution from the General Fund as the program is now self-sufficient. Fund 17-170, Special Reserve Fund. With the highly volatile nature of Community Funded districts and the constant threat from the State to redistribute property tax collections in excess of the revenue limit entitlements, Community Funded districts must maintain a higher level of reserve. The targeted reserve amount is equal to 10% of general fund budgeted expenditures. The June 30, 2015, ending fund balance is projected to be $14,375,748. Fund 20-200, Retiree Benefits Fund. The Retiree Benefits Fund has been shifted from Fund 710 to Fund 200 in compliance with GASB 54, Fund Balance Reporting and Governmental Fund Type Definitions, as the funds are not in an irrevocable trust. This fund was established in June 2006 to prepare for the compliance with GASB 45 and the funding of retiree benefits. GASB 45 requires public agencies to report costs and obligations for post-employment benefits. New employees hired after July 1, 2009, are not entitled to this benefit. With this change, the retiree benefit liability will cease over time. The District plans to spend down the balance in this fund over 30 years. The fund is estimated to have a balance of $2,273,464 by June 30, 2015. Fund 67-670, Self-Insurance, Dental Fund. The District is self-insured for its dental insurance program. The income source is premiums paid by the District on behalf of employees, and expenditures are for claims incurred.

VI. CERTIFICATION, STATE FORM AND CRITERIA AND STANDARDS (pp 24-29) The District is in full compliance with cash balance, fund balance, and reserve requirements.

VII. RESOLUTION FOR BUDGET TRANSFER AUTHORITY IN 2014-15 (p. 30) Each year, it is necessary to transfer budgets from one account to another in order to properly close the books for the fiscal year and to comply with the statutory requirement that no major budget category can be overspent when bills are paid. This activity takes place in the summer and on a short timeline. Routinely, this Board of Education, like other boards in the State, adopts a resolution delegating the authority to the Chief Business Officer to make these transfers. The attached resolution will continue the practice.

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VIII. RESOLUTION FOR BUDGET TRANSFER AUTHORITY IN 2015-16 (p. 31) Staff requests the Board of Education also extend this delegation of budget transfer authority to the Chief Business Officer in Fiscal Year 2015-16. A separate resolution for 2015-16 is attached.

IX. RESOLUTION FOR INTERFUND BORROWING (p. 32)

Beginning in 2010-11, the County Office of Education added a requirement for districts related to interfund borrowing. In the past, if an individual fund was temporarily negative, the County Office of Education would still issue accounts payable and payroll checks as long as the district had sufficient money in its combined funds. Now, the County Office of Education is requiring an Interfund Borrowing resolution in order for them to issue checks out of a temporarily negative fund. In order to fulfill this requirement, we have presented a resolution for Interfund Borrowing for review and approval.

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BOARD OF EDUCATION Attachment: Action 23 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15

TO: Glenn “Max” McGee, Superintendent FROM: Bob Golton, Bond Program Manager SUBJECT: New Paly Athletic Center Financial and Contract Related Approvals Note: Changes were made to this report for presentation at the meeting of June 23, 2015. Those changes are noted in italics. STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION It is recommended the Board of Education approve: 1. The Lease-Lease Back Agreement, Site Lease, and Sublease. 2. An escrow agreement that provides for the deposit of the Peery donation money. 3. A resolution authorizing the County to establish a separate bond fund for the District’s share of

payments to Vance Brown. BACKGROUND At the Board meeting of June 9, 2015, the Board of Education approved the following in preparation for the start of the Paly Athletic Center project:

1. The Board Resolution: Finding to Revise the Strong Schools Bond Project List 2. Acceptance of a generous contribution from the Peery Foundation, valued at $24,000,000,

and approve opening of escrow account and deposit of cash portions of Peery Foundation donation and additional District contribution of $12,999,629

3. The naming of the facility as “The Peery Center” 4. The budget transfers related to this project 5. The Lease-Lease Back Agreement, Site Lease, and Sublease 6. The Board Resolution: Finding to Increase the Retention Percentage 7. The architect agreements for construction administration with Tolbert Design Architects

and Louie International 8. The contract for Inspector of Record services with CIS 9. The contracts for Special Testing and Inspection services with the firms of Ninyo & Moore

and Cornerstone Earth Systems Regarding Number 2 above, it was intended to place the Peery Foundation cash contribution and District cash in an escrow so both parties were assured of the availability of funds for the Vance Brown contract. Bond Counsel has informed us, however, while bond money can be used to pay appropriate expenditures, the County has no statutory authority to send bond money to an escrow. Alternative escrow structures are now being explored providing both parties’ assurances that funds

**AMENDED**

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are available to fund the construction project. The escrow agreement will be presented at the meeting for approval. Regarding Number 5 above, since that meeting, there have been updates to the Lease-Leaseback Agreement and the Site Lease. Therefore, the updated versions are attached. It should be noted that, as of the date of the writing of this Board item, final conversations with the Vance Brown attorneys have not been completed. Any modifications to these documents will be presented at the meeting of June 23, 2015. Also, a Resolution is attached authorizing the establishment of a separate bond fund at the County for the District’s share of payments to Vance Brown. This separate fund is a requirement of one of the draft escrow agreements that have been forwarded to the donor. Note that emergency action will be required to approve the Resolution in one reading. This is needed since the next Board meeting will be in late August.

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LEASE‐LEASEBACK AGREEMENT   

Dated as of June 9, 2015  

Between  

Palo Alto Unified School District    

and  

Vance Brown, Inc.       

Palo Alto High School Athletic Center Project  

Palo Alto, California   

 

  ‐ 1 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

LEASE‐LEASEBACK AGREEMENT Palo Alto High School Athletic Center Project  

 THIS LEASE‐LEASEBACK AGREEMENT (this “Agreement”) is entered into as of June 9, 2015, between the Palo Alto Unified School District, a  California public school district (the “Owner”), and Vance Brown, Inc., a California corporation and licensed general contractor (the “Contractor”). Owner and Contractor are each a “Party” and together are the “Parties” to this Agreement.  The Owner intends to have constructed its Palo Alto High School Athletic Center Project (the “School Facilities”) on the campus of its Palo Alto High School, located at 50 Embarcadero Road, Palo Alto, CA 94301. 

 In order to optimize the work that needs to be done for construction of the School Facilities, the Owner has determined that it is necessary to begin work as soon as possible so that the Project can be performed in a timely, cost‐effective, and cooperative manner  to meet  the Owner’s compressed  time schedule for  the planned completion and use of the School Facilities.  The Owner intends to undertake work, the scope of which is described generally in Article 1 and Exhibit A below, at the School Facilities (the “Project”).  California Education Code Section 17406 permits the governing board of school district, without advertis‐ing for bids, to lease to any person, firm, or corporation any real property owned by the school district if the instrument by which such property is leased requires the lessee to construct on the leased premises, or provide for the construction thereon, of a building for the use of the school district during the term of the lease, and provides that title to that building shall vest in the school district at the expiration of the lease.  In connection with the approval of this Agreement, the Owner will enter into a site lease with Contractor (the “Site Lease”), under which it will lease the Project site described and depicted in Exhibit A of the Site Lease (the “Site”) to Contractor in order for Contractor to construct the Project as described in the Scope of Work set forth in Exhibits A and B to this Agreement (the “Scope of Work”).  Contractor will lease the Site and the Project back to the Owner pursuant to a Sublease Agreement (the ʺSubleaseʺ), under which the Owner will be required to make lease payments to Contractor for the use and occupancy of the Site, including the Project.  Upon completion of the Project or termination of the Agreement, the Site Lease and Sublease automatically will terminate and title to the Site and Project automatically will vest with the Owner.  The Owner and Contractor desire to enter into this Agreement to ensure that the Project will meet the Owner’s expectations prior to the lease of the Site back to the Owner pursuant to the Sublease.    

 

  ‐ 2 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

Contractor is experienced in the design and construction of the type of School Facilities and type of work desired by the Owner and is willing to perform said construction work for the Owner, all as more fully set forth this Agreement.  The Owner and Contractor therefore agree as follows:  ARTICLE 1.   SCOPE OF WORK. The Contractor agrees to furnish all labor, equipment and materials, in‐cluding tools, implements, and appliances required, and to perform all the work in a good and work‐manlike manner, free from any and all liens and claims from mechanics, material suppliers, subcontractors, artisans, machinists, teamsters, freight carriers, and laborers required for:  

PALO ALTO HIGH SCHOOL ATHLETIC CENTER PROJECT AT PALO ALTO HIGH SCHOOL 

SANTA CLARA COUNTY, CALIFORNIA,  all in compliance with the plans, drawings and specifications for the Project prepared by:  

Jeremiah I. Tolbert, AIA (“Architect”) 425 Clyde Avenue 

Mountain View, CA 94043 jitolbert2@gmail.com 

 and other contract documents relating to the Project. 

 In accordance with California Public Contract Code Section 3300, Contractor has a Class “B” license that Contractor shall maintain in good standing for the duration of Contractor’s work on the Project.    ARTICLE 2.   CONTRACT DOCUMENTS. The Contractor and the Owner agree that this Agreement, all of the documents listed in Article 1.1.1 of the General Conditions attached as Exhibit C (the “General Con‐ditions”), the Site Lease, and the Sublease, together form the “Contract Documents,” which form the “Con‐tract.”  ARTICLE 3.   TIME TO COMPLETE AND LIQUIDATED DAMAGES. Time is of the essence in this con‐tract, and the time of substantial completion for the entire Project (the “Contract Time”) shall be 610 cal‐endar days, commencing on the date of the Ownerʹs Notice to Proceed or the date of commencement di‐rected in the Notice to Proceed, whichever is later.  Contractor shall have a grace period of sixty (60) cal‐endar days in addition to the Contract Time in which Contractor may achieve substantial completion with‐out the assessment of liquidated damages.  Failure to substantially complete the Project within these times and in the manner provided for by the Con‐tract Documents shall subject the Contractor to liquidated damages.  For purposes of liquidated damages, the concept of substantial completion shall constitute completion and shall be part of the Contract Docu‐ments.  The actual occurrence of damages and the actual amount of the damages which the Owner would 

 

  ‐ 3 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

suffer if the Project were not substantially completed within the specified times set forth are dependent upon many circumstances and conditions which could prevail in various combinations and, from the na‐ture of the case, it is impracticable and extremely difficult to fix the actual damages. Damages that the Owner would suffer if substantial completion is delayed include, but are not limited to, loss of the use of the Project, disruption of activities, costs of administration, supervision and the loss suffered by the public.  Accordingly, the Parties agree that the following dollar figure shall be the amount of damages which the Owner shall directly incur upon failure of the Contractor to substantially complete the Project within the time specified:  $2,000 for each calendar day by which substantial completion of the Project, or portion thereof, is delayed beyond the substantial completion deadline, including any adjustment of the substantial completion deadline by change orders.  Contractor shall fully and finally complete the entire Project (“final completion”) within 45 days of substan‐tial completion.  The agreement of the Parties to include liquidated damages in the Contract for failure to substantially complete the Project within the Contract Time does not waive the Owner’s right to claim and withhold for actual delay damages that Owner may incur in relation to the period between substantial completion and final completion as a result of Contractor’s failure to fully and finally complete the entire Project within 45 days after substantial completion.    If the Contractor becomes liable for liquidated or actual delay damages under this Article, the Owner, in addition to all other remedies provided by law, shall have the right to withhold any and all retained per‐centages of payments, and to collect the interest thereon, which would otherwise be or become due the Contractor until the liability of the Contractor under this Article has been finally determined. If the retained percentage is not sufficient to discharge all liabilities of the Contractor incurred under this Article, the Con‐tractor and its sureties shall continue to remain liable to the Owner for such liabilities until all such liabili‐ties are satisfied in full.  If the Owner accepts any work or makes any payment under this Agreement after a default by reason of delays, the payment or payments shall in no respect constitute a waiver or modification of any Agreement provisions regarding time of completion, or liquidated or actual damages for delay.  ARTICLE 4.   GUARANTEED MAXIMUM PRICE. Contractor’s Guaranteed Maximum Price to be paid to Contractor (“GMP”) for performance of all work required by the Contract for the Project shall be Thirty Six Million Four Hundred Forty‐Three Thousand Three Hundred Forty‐Nine Dollars ($36,443,349.00) based upon the Scope of Work set forth in Exhibits A and B of this Agreement.      Except as otherwise provided in the General Conditions, the Contractor shall assume the risk of all costs in excess of the GMP in the performance of such work and shall not be entitled to additional payments from Owner because of such excess costs.  Should the Contractor believe that it is entitled under the Contract Documents to an increase in the GMP or a time extension for completion from the Owner, it must request it from Owner pursuant to the procedures in the General Conditions for change orders and claims (including but not limited to Section 4.5, and Articles 7‐9).    

 

  ‐ 4 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

The Contractor’s cost breakdown of the GMP is attached (see Exhibit D) as Contractor’s schedule of values for the Project, as required by Section 9.2.1.A of the General Conditions.  Contractor shall finance the cost of construction of the Project, except as otherwise provided in the Con‐tract.  The Owner shall pay Contractor sublease payments pursuant to the terms and conditions of Section 6 of the Sublease (the ʺSublease Paymentsʺ), which terms and conditions include the retention described in Section 6 of the Sublease (the “retention”).  The sum of the Owner’s Sublease Payments to Contractor shall not exceed the amount established under this Article 4.  Retention from and payment of the Sublease Pay‐ments, and payment of Supplemental Payments (as defined in Article 9 of the General Conditions), shall be in accordance with the General Conditions.  The Owner has found that this project is substantially complex and requires a retention amount greater than 5%, as is provided in Public Contract Code section 7201.  Ac‐cordingly, the retention amount on this project shall be ten percent (10%).  The final calculation of the GMP is based, in part, on the intended scopes of subcontracted Work listed in Exhibit D, as provided by Contractor.  Contractor agrees that Exhibit D includes (a) all portions of work greater than 0.5% of the GMP for which it intends to hire a subcontractor, (b) the intended price of each such subcontract, and (c) if known at the time of the execution and approval of the Agreement, the name and license number of the subcontractor for each such subcontract.    ARTICLE 5.   CHANGES. Changes in this Agreement or in the Work to be done under this Agreement shall be made as provided in the General Conditions.  ARTICLE 6.   TERM AND TERMINATION. The term of the Contract begins on the date shown on page 1 above and automatically ends when construction of the Project is complete or the Contract is terminated, all in accordance with the General Conditions.  All of the covenants, representations and warranties set forth in the Contract, including indemnification obligations, that are intended to bind the Parties after the com‐pletion of the Project or termination of the Contract will survive such completion or termination for the pe‐riods provided for in the Contract or otherwise allowed by law. The Owner or Contractor may terminate the Contract as provided in the General Conditions.  The Site Lease and the Sublease each shall automati‐cally end upon such completion of the Project or termination of the Contract, with the Parties’ respective leasehold interests thereunder automatically ended and released, and title to the Site and Project automati‐cally and fully vested in the Owner.  ARTICLE 7.   PREVAILING WAGES.  Under California Labor Code Section 1770 et seq., the Director of Industrial Relations has determined the general prevailing rate of per diem wages and the general prevail‐ing rate for holiday and overtime work in the locality in which the work is to be performed, for each craft, classification or type of worker needed to execute this Contract. Per diem wages shall be deemed to include employer payments for health and welfare, pension, vacation, apprenticeship or other training programs, and similar purposes. Copies of the rates are on file at the Ownerʹs principal office. The rate of prevailing wage for any craft, classification or type of workmanship to be employed on this Project is the rate estab‐lished by the applicable collective bargaining agreement which rate so provided is hereby adopted by ref‐erence and shall be effective for the life of this Agreement or until the Director of the Department of Indus‐trial Relations determines that another rate be adopted. It shall be mandatory upon the Contractor and on 

 

  ‐ 5 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

any subcontractor to pay not less than the said specified rates to all workers employed in the execution of this Agreement.  The Contractor and any subcontractor under the Contractor as a penalty to the Owner shall forfeit not more than Two Hundred Dollars ($200.00) for each calendar day or portion thereof for each worker paid less than the stipulated prevailing rates for such work or craft in which such worker is employed. The difference be‐tween such stipulated prevailing wage rates and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the stipulated prevailing wage rate shall be paid to each worker by the Contractor.  The Contractor and each Subcontractor shall keep or cause to be kept an accurate record for work on this Project showing the names, addresses, social security numbers, work classification, straight time and over‐time hours worked and occupations of all laborers, workers and mechanics employed by them in connec‐tion with the performance of this Contract or any subcontract thereunder, and showing also the actual per diem wage paid to each of such workers, which records shall be open at all reasonable hours to inspection by the Owner, its officers and agents and to the representatives of the Division of Labor Law Enforcement of the State Department of Industrial Relations.  For projects awarded before April 1, 2015, the Contractor must submit certified payroll as may be required by the Labor Commissioner under Labor Code section 1771.4.  For public works contracts awarded on and after January 1, 2015, those public works projects shall be subject to compliance monitoring and enforcement by the Department of Industrial Relations.      As of March 1, 2015, a contractor or subcontractor shall not be qualified to submit a bid or to be listed in a bid proposal subject to the requirements of Public Contract Code section 4104 unless currently regis‐tered and qualified under Labor Code section 1725.5 to perform public work as defined by Division 2, Part 7, Chapter 1 (§§1720 et seq.) of the Labor Code.   As of April 1, 2015, a contractor or subcontractor shall not be qualified to enter into, or engage in the performance of, any contract of public work (as defined by Division 2, Part 7, Chapter 1 (§§1720 et seq.) of the Labor Code) unless currently registered and qualified under Labor Code section 1725.5 to per‐form public work.  For billing purposes, the Contractor’s published billable labor rates shall govern over any other governing agency’s published rates on the condition that the Contractor’s rates meet or exceed the agency’s minimum rates.  Contractor’s rates will be provided to the Owner upon execution of this Agreement and shall also serve as the basis for tracking any future Changes in the Work.   ARTICLE 8.   WORKING HOURS.  Under California Labor Code Sections 1810 to 1815, the time of ser‐vice of any worker employed by the Contractor or a Subcontractor doing or contracting to do any part of the Work contemplated by this Agreement is limited and restricted to 8 hours during any one calendar day and 40 hours during any one calendar week, provided, that work may be performed by such employee in 

 

  ‐ 6 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

excess of said 8 hours per day or 40 hours per week provided that compensation for all hours worked in excess of 8 hours per day, and 40 hours per week, is paid at a rate not less than 1½ times the basic rate of pay.  The Contractor and every Subcontractor shall keep an accurate record showing the name of and the actual hours worked each calendar day and each calendar week by each worker employed by them in con‐nection with the Work. The Contractor and every Subcontractor shall keep the records open at all reason‐able hours to inspection by representatives of the Owner and the Division of Labor Law Enforcement. The Contractor shall as a penalty to the Owner forfeit $25.00 for each worker employed in the execution of this Agreement by the Contractor or by any subcontractor for each calendar day during which such worker is required or permitted to work more than 8 hours in any one calendar day, and 40 hours in any one calendar week, except as herein provided.  ARTICLE 9.   APPRENTICES.  The Contractor shall comply with California Labor Code Sections 1777.5 and 1777.6.  These sections require that contractors and subcontractors employ apprentices in apprentice‐able occupations in a ratio of not less than 1 hour of apprenticeʹs work for each 5 hours of work performed by a journeyman (unless an exemption is granted in accordance with Section 1777.5) and that contractors and subcontractors shall not discriminate among otherwise qualified employees as indentured apprentices on any public works solely on the ground of sex, race, religious creed, national origin, ancestry or color.  Only apprentices as defined in Labor Code Section 3077, who are in training under apprenticeship stan‐dards and who have signed written apprentice agreements, will be employed on public works in appren‐ticeable occupations.  The responsibility for compliance with these provisions is fixed with the Contractor for all apprenticeable occupations.  To the extent that Contractor has entered any master labor agreements, those agreements apply to the Project and provide exemption to the requirements of this Article 9 only to the extent permitted by law, including but not limited to Labor Code sections 1777.5 and 1777.6.    ARTICLE 10.   DSA OVERSIGHT PROCESS; RESPONSIBILITY FOR ARCHITECT SERVICES.  The Contractor must comply with the applicable requirements of the Division of State Architect (“DSA”) Con‐struction Oversight Process (“DSA Oversight Process”), including but not limited to (a) notifying the In‐spector of Record (“IOR”) upon commencement and completion of each aspect of the work as required un‐der DSA Form 156;, (b) coordinating the Work with the IOR’s inspection duties and requirements; (c) sub‐mitting verified reports under DSA Form 6‐C; and (d) coordinating with the Owner, Architect, any Con‐struction Manager, any laboratories, and the IOR to meet the DSA Oversight Process requirements without delay or added costs to the Project, including any necessary DSA approval for changes in the original DSA‐approved design.    Contractor shall be responsible for any additional DSA fees related to review of proposed changes to the DSA‐approved construction documents, to the extent the proposed changes were caused by Contractor’s wrongful actions or omission.  If inspected work is found to be in non‐compliance with the DSA‐approved construction documents or the DSA‐approved testing and inspection program, then it must be removed and corrected.  Any construction that covers unapproved or uninspected work is subject to removal and correction, at Contractor’s expense, in order to permit inspection and approval of the covered work in ac‐cordance with the DSA Oversight Process.  Owner is responsible for all DSA fees related to Owner‐caused changes.  

 

  ‐ 7 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

Owner shall ensure that the Architect performs all necessary services for the timely and full performance of the Work, including but not limited to the Architect tasks identified in the lease‐leaseback documents (in‐cluding the general conditions), design professional tasks typically performed on such a project, and the following:  Preparation of complete plans and specifications for construction of the Project; submittals, communications and approvals from the DSA; review of and response to submittals; review of and re‐sponse to requests for information; and review and delivery of as‐built record drawings.    Contractor has no responsibility for Architect’s services on this Project.  Owner must look solely to the Ar‐chitect for any issues related to Architect’s performance on this Project, including payment for extra work caused by deficiencies in the plans and specifications.  Contractor may not construct any portion of the plans and specifications for the Project that have not been approved by Owner.  Contractor is responsible to secure Owner’s approval of the entirety of the plans and specifications for the Project, as well as any changes to the plans and specifications in the future, before Contractor performs related Work.  It is understood by all parties that the Owner has thoroughly reviewed the DSA‐approved plans and specifications, and by releasing these plans to the Contractor, the Owner has, in essence, provided full approval for the Contractor to proceed with said work. Owner approval is re‐quired for Contractor to deviate from an unambiguous element of the DSA‐approved design only if the de‐viation (1) is structural in nature, (2) requires further DSA approval, (3) delays the critical path of the Pro‐ject, (4) increases the amount owed by Owner to Contractor, (5) affects the aesthetic appeal, quality, or func‐tionality of the Project, (6) violates the District’s established standards for materials or equipment, (7) affects the District’s general operations, (8) affects the District’s use of the site, or (9) affects maintenance or opera‐tion of the District’s systems.  For any deviation from the design that Contractor believes is exempt from Owner approval, Contractor shall still submit the deviation to Owner for confirmation that no Owner ap‐proval is necessary.  For any deviation from the design, whether authorized by this Agreement or not, that reduces construction costs, Contractor shall execute a deductive change order that reduces the Owner’s portion of the GMP by 50% of the net savings in construction costs (see Article 4, above).   ARTICLE 11.   INDEMNIFICATION, INSURANCE, AND BONDS. The Contractor will defend, indem‐nify and hold harmless the Owner, its governing board, officers, agents, trustees, employees and others as provided in the General Conditions.  By this statement the Contractor represents that it has secured the payment of Workersʹ Compensation in compliance with the provisions of the California Labor Code and during the performance of the work con‐templated herein will continue so to comply with said provisions of said Code. The Contractor shall supply the Owner with certificates of insurance evidencing that Workersʹ Compensation Insurance is in effect and providing that the Owner will receive 30 daysʹ notice of cancellation.  Contractor shall provide the insurance set forth in the General Conditions. The amount of general liability insurance shall be $1,000,000 per occurrence for bodily injury, personal injury, and property damage, and $2,000,000 aggregate.   VBI shall provide an excess/umbrella policy  for an additional $4,000,000.   The amount of automobile liability insurance shall be $$1,000,000 per accident for bodily injury and property damage combined single limit. 

 

  ‐ 8 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

Contractor shall provide the bonds set forth in the General Conditions, including performance and pay‐ments bonds.  ARTICLE 12.  ENTIRE AGREEMENT. The Contract constitutes the entire agreement between the Parties, and supersedes any prior or contemporaneous agreement between the Parties, oral or written, unless such agreement is expressly incorporated herein. The Owner makes no representations or warranties, express or implied, not specified in the Contract. The Contract is intended as the complete and exclusive statement of the Parties’ agreement pursuant to California Code of Civil Procedure section 1856.  ARTICLE 13.  EXECUTION OF OTHER DOCUMENTS. The Parties to this Agreement shall cooperate fully in the execution of any and all other documents and in the completion of any additional actions that may be necessary or appropriate to give full force and effect to the terms and intent of the Contract.  ARTICLE 14.  EXECUTION IN COUNTERPARTS. This Agreement may be executed in counterparts such that the signatures may appear on separate signature pages. A copy, or an original, with all signatures ap‐pended together, shall be deemed a fully executed Agreement.  ARTICLE 15.  BINDING EFFECT. Contractor, by execution of this Agreement, acknowledges that Contrac‐tor has read this Agreement and the other Contract Documents, understands them, and agrees to be bound by their terms and conditions. The Contract shall inure to the benefit of and shall be binding upon the Con‐tractor and the Owner and their respective successors and assigns.  ARTICLE 16.  SEVERABILITY. If a court of competent jurisdiction shall hold any provision of the Contract invalid or unenforceable, such holding shall not invalidate or render unenforceable any other provision hereof. The laws of the State of California shall govern the Contract.  Any action or proceeding seeking any relief under or with respect to this Agreement shall be brought solely in the Superior Court of the State of California for the County of Fresno, subject to transfer of venue under applicable State law.  ARTICLE 17.  AMENDMENTS. The terms of the Contract shall not be waived, altered, modified, supple‐mented, or amended in any manner whatsoever except by written agreement signed by the Parties and ap‐proved or ratified by the Owner’s Governing Board.  ARTICLE 18.  ASSIGNMENT OF CONTRACT. The Contractor shall not assign or transfer by operation of law or otherwise any of its rights, burdens, duties or obligations without the prior written consent of the surety on the payment bond, the surety on the performance bond, and the Owner.  ARTICLE 19.  WRITTEN NOTICE. Written notice shall be deemed to have been duly served if delivered in person to the individual or member of the firm or to an officer of the corporation for whom it was in‐tended, or if delivered at or sent by registered or certified or overnight mail to the last business address known to the person who gives the notice.  ARTICLE 20.  TERMS NOT DEFINED. Capitalized terms used in this Agreement that are not otherwise defined have the same meaning as in the General Conditions. 

 

  ‐ 9 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

ARTICLE 21.  PARTIES BOUND BY AGREEMENT. Each person signing this Agreement below warrants and guarantees that he or she is legally authorized to execute this Agreement on behalf of the listed Party and that such execution binds that Party to the terms and conditions of this Agreement.  ARTICLE 22. SELECTION OF SUBCONTRACTORS. Contractor shall conduct a competitive process for the selection of subcontractors for construction of the Project. In the interest of minimizing the expenditure of funds for the construction of the Project, the Contractor agrees to select appropriately licensed subcon‐tractors for each trade component of the Project in an informal bidding process that fosters competition.  Further, unless the Parties otherwise agree in writing, on a trade by trade basis, Contractor shall make eve‐ry reasonable effort to ensure that it receives at least three competitive bids from subcontractors for each trade component of the Project.  Notwithstanding the foregoing, Contractor may select its subcontractors for mechanical, electrical, plumbing, automatic fire sprinkler protection,  fire/life/safety and/or any other specialty trade by using the process that Contractor ordinarily uses.  Contractor shall inform all bidders that the Owner will not be a party to any contracts for construction services executed by the Contractor and selected bidders. However, the Owner reserves the right to oversee the bidding process.  At the Owner’s request, Contractor may be asked to submit a listing of proposed subcontractors with associated break‐down of bid values to the Owner for the Owner’s review. In addition, at the Owner’s request, Contractor shall provide the Owner with full documentation regarding the bids or competitive quotes received by the Contractor. In no event shall such documentation be redacted or obliterated.  If Contractor does not comply with this provision, the Owner may terminate this Agreement.  Contractor shall have sole and final say in selection of all subcontractors, regardless of individual bid valuations and at no time will be required to select the lowest bidder.  Owner reserves the right to terminate this Agreement if Contractor does not com‐ply with this provision.  

* * * * * * * * * * * * * * * * * * * *  CONTRACTOR:            OWNER:  Vance Brown, Inc.             Palo Alto Unified School District a California corporation  BY: _________________________________      BY: ___________________________________ TITLE: President            TITLE: Superintendent  BY:  ________________________________ TITLE: Corporate Secretary  ___________________________   CONTRACTORʹS LICENSE NO.  ___________________________   LICENSE EXPIRATION DATE  

 

  ‐ 10 ‐  Lease‐Leaseback Agreement                                                                                                                                                               Athletic Center Project                                   at Palo Alto High School 

 NOTE:  Contractor must give the full business address of the Contractor and sign with Contractor’s usual signature. Partnerships must furnish the full name of all partners and the Agreement must be signed in the partnership name by a general partner with authority to bind the partnership in such matters, followed by the signature and designation of the person signing. The name of the person signing shall also be typed or printed below the signature. Corporations must sign with the legal name of the corporation, followed by the name of the state of incorporation and by the signature and designation of the chairman of the board, president or any vice president, and then followed by a second signature by the secretary, assistant secre‐tary, the chief financial officer or assistant treasurer. All persons signing must be authorized to bind the corporation in the matter. The name of each person signing shall also be typed or printed below the signa‐ture. Satisfactory evidence of the authority of the officer signing on behalf of a corporation shall be fur‐nished. 

 

      Lease‐Leaseback Agreement  Athletic  Center Project                                  at Palo Alto High School 

EXHIBIT A ‐ Lease‐Leaseback Agreement  

SCOPE OF WORK  

Palo Alto Unified School District  

Palo Alto High School Athletic Center Project   

The GMP for construction costs is based on the plans, specifications, drawings, and design packages pre‐pared by Jeremiah I. Tolbert, architect for the Project. The detailed Scope of Work is set forth in said plans, specifications, drawings, and design packages approved by the Division of State Architect as Application No. 01‐113779, which are incorporated herein by this reference.  See attached document for additional de‐tails. 

  

Palo Alto High School Gymnasium ProjectVBI's Summary of Proposal Qualifications6/1/15 EXHIBIT TO LLB AGREEMENT Page 1 of 10

PROJECT: Palo Alto High School Gymnasium ProjectLOCATION: 50 Embarcadero Road

ARCHITECT: Tolbert Design ArchitectDATE: 6/1/15

ESTIMATE: GMP Bid ProposalUPDATED ON: DSA Permited Drawings (Addendum No. 1) dated 11/14/14

SUMMARY OF proposal QUALIFICATIONS

ITEM NO.

1 Construction Permit Fees/Utility Eng. Feesa) Excludes all Plan Check / Permit Fees (DSA, City, Fire Department)b) Excludes all Architectural, Structural, Civil, Landscaping, Mechanical, Electrical, and Plumbing

Design Services, or any other Design Service.c) Excludes all City of Palo Alto Utility Service and/or Connection Fees.d) Excludes all Special Inspection Services. Costs for special inspections services will be provided

by the Owner.e) Excludes all street work permits and/or encroachment permits and associated fees.f) All aforementioned items will be the responsibility of the Owner.

2 Construction Surveying, QSP Services, & SWPPPa) Includes all Construction Surveying Costs. b) Includes all QSP related costs based on a Risk Level 2 qualification.c) Includes all SWPPP installations, stabilized entrances, inlet protections, and BMP

implementations and maintenance.3 Temporary Services

a) Includes all onsite construction offices, storage containers, chemical toilets/wash stations, construction fencing, tree protection and other jobsite provisions as necessitated to complete this project.

4 Demolitiona) Includes demolition, offhaul and removal of the (E) Weight Room, Boys & Girls Gymnasium

Buildings and structural foundations, based on assumptions of 6" max concrete slab thickness and footing heights not to exceed 4' tall. Also includes the removal of the (E) batting cage and to-be-relocate scoreboard footings.

b) Demolition is based on the assumption that all baserock below the concrete slabs and asphalt paving is clean.

c) Demolition assumes that all building are clean of all loose debris (i.e., furniture, tables, chairs, weight equipment, etc.) prior to the start of demolition activities.

d) Includes full abatement services as outlined within the Vista Environmental Consulting's Pre-Demolition Hazardous Materials Survey Report dated November 25, 2013, for ACM > 1%.

e) Excludes all 3rd party abatement inspections, including final air clearance testing. These services shall be provided by the Vista Environmental Consulting, contracted through PAUSD.

f) This proposal excludes any work or costs associated with the removal of any existing hazardous pipe encountered during the demolition, excavation, and earthwork portions of this Project. Should such items be encountered, all resulting costs will be covered by the PAUSD.

5 Mass Excavation, Grading, Paving & Pavement Striping a) Pad construction is based on providing a minimum 4" thick section of 3/4" clean crushed rock

at the basement and grade levels as recommended by Cornerstone Earth Group's Geotechnical Investigation Report dated 10/18/13.

b) Subgrade preparation is based on providing a 6" scarification below all basement level SOG and pavement sections as recommended by Cornerstone Earth Group's Geotechnical Investigation Report dated 10/18/13.

c) Grade level SOG preparation includes an over-excavation of the subgrade to a depth of 3'-4' prior to scarifying the subgrade to 12" and recompact. Excavation soils shall be used as engineered fill. The upper 8" beneath the grade level SOG shall be non-expansive fill (NEF) in compliance with Cornerstone Earth Group's Geotechnical Investigation Report dated 10/18/13.

d) Baserock and subgrade preparation beneath the hardscape areas shall be as follows:i) Vehicular Asphalt Pavement Areas - 3" AC over 6" scarify & 10" Class II AB.ii) Concrete Sidewalk Areas - 4" concrete over 6" scarify & 4" Class II AB.iii) Flush & Vertical Curbs Areas - 6" scarify sectioniv) Interlocking Pavers - IPUs set in 1" sand bed over 6" scarify & 7.5" Class II AB.

e) This proposal excludes the handling of contaminated, toxic, or hazardous soils.

A

Palo Alto High School Gymnasium ProjectVBI's Summary of Proposal Qualifications6/1/15 EXHIBIT TO LLB AGREEMENT Page 2 of 10

ITEM NO.

f) Any exported material will require a letter from the Owner with accompanying laboratory analysis certifying that the material is non-toxic and non-hazardous.

g) Handling of any groundwater encountered during construction will require testing from a third-party source. Costs for water testing will be the responsibility of the Owner.

6 Temporary Shoringa) This proposal is based on utilizing a Drilled Shaft with Deep Soil Mix and Beam Shoring

Systems around the majority of the basement footprint. System includes tie-backs which will be de-tensioned prior to backfill operations and an OSHA approved perimeter safety rail system.

7 Underground Utilitiesa) This proposal is based on providing all underground utility installations as detailed within the

Civil Drawings as prepared by Sandis.b) This proposal excludes any work associated with procuring and Underground Fire Line Permit

from the City of Palo Alto Fire Department. Vance Brown, Inc. was instructed that the City of Palo Alto Fire Department does not have jurisdictional authority on the Palo Alto High School Campus.

8 Temporary Utilitiesa) This proposal is based on the assumption that all temporary jobsite power will be made

available to the Project from the existing campus power source. b) This proposal is based on the assumption that all temporary non-potable water will also be

made available to the Project from an existing water source.c) This proposal is based on the assumption that field office communications will be fed from the

existing Campus fiber optic line (connection to, and distribution from will be covered as part of the Low-Voltage Network Systems Make-Ready Work). Campus will also provide VI's field office with a secure IP Address in order to set up our field networking system.

9 Project Cleanup10 Site Concrete

a) This proposal includes all onsite concrete form, place and finish work, as well as the remote emergency generator pad.

b) Integrally colored concrete has not been factored into this proposal.11 Precast Pavers

a) This proposal includes the installation of Cobblestone Interlocking Pavers from McNear Brick & Block, set in a three-piece random pattern, laid over a bed of 1" leveling sand. Color: Adobe.

12 Landscape, Irrigation, & Plantinga) This proposal includes the installation of PVC sleeves below the precast paver units to allow

PAUSD to install their irrigation piping to the planter wells.b) This proposal includes the installation of a POC stub and BFP, tapped of the underground water

service for future connection and irrigation distribution purposes. Connection to this stub and continuation of the irrigation piping will be handled by PAUSD.

c) This proposal excludes all other work associated with the Landscaping, Irrigation Distribution System and Planting systems. All work shall be handled by PAUSD.

d) If PAUSD wishes VBI to contract this work out, all additional costs will be incorporated into the Project via written change order once VBI has had an opportunity to bid out these scopes.

13 Sitework Specialties & Site Furnishingsa) This proposal excludes all sitework specialties, including, but not necessarily limited to:

sculptures, benches, bike lockers, trash bins, soil fill/mulch, building specific signage, etc. All work shall be handled by PAUSD.

14 Swimming Pool - Protection & Carea) This proposal excludes the protection and maintenance of the pool and pool equipment room

during the course of construction. All work shall be handled by the PAUSD.15 Project Safety16 Reinforcing Steel

a) This proposal includes all concrete reinforcing steel components as detailed within the Structural Drawings by Louie International.

b) While not shown on the Project Drawings, this proposal includes provisions to depress the basement level concrete slab as needed to allow the wood flooring within the Large Gym to flush out with the adjacent concrete.

c) Similar provisions are includes to allow the wood flooring within Small Gym G26, Dance/Yoga G27 & Wrestling G29 to flush out with the adjacent concreter at grade level.

17 Structural Concrete

A

Palo Alto High School Gymnasium ProjectVBI's Summary of Proposal Qualifications6/1/15 EXHIBIT TO LLB AGREEMENT Page 3 of 10

ITEM NO.

a) This proposal is based on PIP concrete walls as detailed within the Structural Drawings by Louie International.

b) All walls are figured as a Class "B" form finish with the exception of the Type 8 walls which will receive a Class "A" finish.

c) This proposal includes all concrete and formwork procurements, as well as all pump, place and finishing work associated with the structural system.

d) proposal is based on standard grey (non-colored) concrete.18 Project Equipment & Scaffolding19 Structural Steel

a) This proposal includes all structural steel components as detailed within the Structural Drawings by Louie International.

b) This proposal is based on providing a 2-3/4" stepped depression for the structural steel and composite metal decking below Small Gym G26, Dance Yoga G27 and Wrestling G29 to allow the wood flooring installations in these rooms to flush out with the adjacent concrete deck. This eliminates the need for sloped-concrete floors leading into these spaces.

c) This proposal acknowledges the Deferred DSA Submittal requirements for the Elevator Guide Rails.

d) This proposal is based on the use of Vulcraft Steel Joists per General Note I-1 on Sheet S1.01 and will include structural calculations from Vulcraft for final approval by Louie International per General Note I-2.

e) This proposal includes the use of Core Brace BRB's as noted within the Structural Drawings.20 Metal Decking

a) This proposal includes all Type A, B & C composite decking as detailed within the Structural Drawings by Louie International, but is based on the use of N-32 material for the Type B & C decks (this has already been verbally cleared by Louie International).

21 Misc. Metal, Stairs & Railingsa) This proposal includes all metal stair, railing and guardrail assemblies as shown on the Project

Drawings.b) Contrary to what is show on Detail 4/A5.4, the glass-fill guardrail assembly at the concourse

level of the Large Gym will be constructed of paintable steel with a 3"ø stainless steel top rail as opposed to the aluminum shown on the plans.

c) Gates will be fabricated to accept Schlage B661P deadbolts.d) This proposal includes all galvanized exterior guardrail and railing assemblies.e) This proposal includes two (2) O'Keefe aluminum roof access ladders with Bilco Ladder-up

posts.f) This proposal includes all inwall brackets required to support the restroom countertops and

cantilevered locker room benches.g) This proposal includes all above ceiling structural steel installations necessary to support the

ceiling hung toilet partitions.h) This proposal includes all low wall support steel per Detail 16A12.2.i) This proposal includes two (2) elevator pit ladders and elevator door sill angle/embeds.

22 Rough Carpentry23 Finish Carpentry & Casework

a) Unless specifically noted otherwise below, this proposal is based on plastic laminate upper/lower cabinets and countertops as shown on the Project Drawings. Per PAUSD Standards, upper and lower cabinets will receive Nevamar Grand Island Maple W-8-371T laminate and countertops will receive Nevamar Sidewalk Café, SD2001T laminate .

b) Interior cabinetry will be white melamine.c) Cabinet fabrication shall meet WIC standards for Type A, Frameless, Style 1 construction.d) Cabinets will include adjustable shelving.e) Cabinet door hinges will comply with WIC "AWS" Grade 1 approved for schools and hospitals.f) Cabinet drawer slides shall be full extension, self-lubricating steel ball bearings, 100-150lb

capacity with mechanical stops and soft-close feature.g) Cabinet doors shall be equipped with "U" shaped wire pulls.h) Lockable hardware has been included at all drawer and door locations within the Concessions,

Ticket Office, Training/Treatment Room and Offiste Coaches Rooms.i) This proposal includes primed MDF baseboard at all locations noted to receive WD-2.j) This proposal includes plastic laminate "cubbies" within Wrestling G29.k) This proposal includes stainless steel transaction countertops at Ticket Booth G-1, Athletic

Store G02 & Concessions G12.

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ITEM NO.

l) This proposal includes solid surface (aka, Corian) countertops within Restrooms B08, B11, B42, B44, B49, B52, B55, G21 & G22. Final color TBD.

m) This proposal includes granite countertops within Restrooms G09 & G10 as directed by the Project Architect. Final color TBD.

n) All restroom countertops will receive 6" tall back and side splashes.o) All plastic laminate countertops will receive 4" tall back and side splashes.p) This proposal includes the Cabinet Display Case within Hall of Fame Corridor G13.q) This proposal includes the installation of 1x8 T&G wood ceilings at Covered Entry G00 and

Covered Entry G34, as well as all eave locations. Material shall be redwood, select heart grade or better, ready for field staining.

r) This proposal includes the installation of paint-ready, Fypon Beams at Covered Entry G00.24 Insulation

a) As no Title 24 or Building Envelope Compliance Reports were included within the Project Drawings, this proposal is based on the installation of R-19, unraced, formaldehyde-free batt insulation along the building perimeter walls.

b) All interior walls calling for batt insulation on the wall schedule will receive R-13 minimum unraced, formaldehyde-free, batt insulation.

c) This proposal includes the installation of R-19 unraced, formaldehyde-free batt insulation above the acoustical ceiling systems within Rooms B34, B37, B47 & B57 only.

d) This proposal includes full height acoustical batt insulation between restroom demising walls.e) Contrary to General Note 13C, this proposal excludes any batt insulation between floors with

the sole exception of the four rooms listed in Item 24c above.25 Roofing

a) This proposal is based on the installation of US Tile by Boral's S-shaped, Newport Blend, clay tile system at all locations calling for "Clay Tile Roofing" on the Roof Plans.

b) Contrary to several roofing details shown on Sheet A10.1, the clay tile roofing system will be secured using stainless steel tie wires, in lieu of the wood battens shown.

c) This proposal includes all starter tiles, with eave closures/bird stops, as well as all rake, hip, and ridge tiles.

f) This proposal includes the use of Grace's Ice & Water Shield roofing underlayment in lieu of congenital felt-backed roofing paper.

e) Clay Tile Roofing System shall carry a Class B rating.f) Clay Tile Roofing System shall carry a standard Manufacturer's warranty. This will take

precedence over any other roofing warranty/bond requested within the specification sections.g) This proposal is based on the installation of GAF Evergaurd 80mil TPO roofing system at all

locations calling for "TPO" AND "Asphalt Shingles" on the Roof Plans. There will be no asphalt shingle installations on this Project per discussions with the Project Architect.

h) TPO Roofing System shall carry a Class A rating.i) Contrary to several roofing details shown on Sheet A10.1, the TPO roofing assembly shall

continue up the vertical face of the interior parapet walls. j) TPO roofing assembly shall include tapered crickets, as required, to divert water to the roof

drain assemblies.k) Manufacturer's standard boot accessories shall be used to flash all penetrations made through

the TPO roofing system.l) This proposal includes walk-off pads around the roof hatches as well as a path of travel from

the roof hatches to the mechanical equipment pads.m) TPO Roofing System shall carry a 20-year Manufacturer's NDL warranty. This will take

precedence over any other roofing warranty/bond requested within the specification sections.

n) All roof areas shall receive rigid insulation providing a minimum R-30 thermal valuation.o) This proposal includes the installation of two (2) roof hatches and fall protection guardrails.

26 Waterproofinga) This proposal is based on the use of Grace's Bituthene® 4000 waterproofing system at all

below grade vertical walls.b) System includes Surface Conditioner, B-2 Primer, Self-Adhered Membrane and Hydroduct 220

Drainmat.c) The vertical below grade waterproofing installation will carry a 5-year manufacturer's material

warranty and 2-year labor warranty.d) This proposal is based on the use of Grace's Florprufe 120 integrally bonded vapor barrier

below all basement and grade level concrete slabs.

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ITEM NO.

e) The below slab waterproofing installation will carry a 5-year manufacturer's material warranty and 2-year labor warranty.

f) Vapor barrier will lap over interior foundations as allowed by the Structural Engineer.g) This proposal is based on the use of Gaco Western's GacoFlex 14-UA, 55 mil traffic coating with

UA-7090 polyurethane topcoat at the exposed exterior concrete stairwells.h) The GacoFlex and traffic topping installations will carry a 5-year manufacturer's material

warranty.27 Architectural Sheet Metal

a) This proposal is based on the installation of a 20ga, prefinished OG style gutter with expansion joints, gutter straps, and drop outlets. This is in lieu of the copper gutter callout made within Detail 9/A10.1

b) This proposal includes the installation of a 24ga stainless steel base flashing system along the entire perimeter of the building.

c) This proposal includes the installation of a 24ga, prefinished rake and eave fascia.d) This proposal includes the installation of the to-be-sized custom decorative grate shown in

elevation on Sheet A4.1.e) This proposal includes 24ga, paintable galvannealed drip edge flashing at the head of all

exterior hollow metal door frame installations.f) This proposal includes the installation of a 24ga galvanized sill flashing at all exterior window

installations.g) This proposal excludes the reglet and counterflashing as show in Detail 6/A10.1 at the base of

the parapet walls. This flashing system is not required since the TPO roofing system will continue up the vertical face of this wall.

h) This proposal includes the installation of a 24ga prefinished galvanized cap and cleat at the top of the parapet walls, similar to Detail 5/A10.1.

28 Joint Sealersa) This proposal is based on the use of Sonneborn SL2 or Tremco Dymonic sealants, utilizing a

TBD color from the manufacturer's standard line of colors.29 Doors, Frames & Hardware

a) This proposal is based on installing 14ga, A60 galvanized, fully welded, factory primed frames with 16ga, A60 galvanized doors at all exterior HM door locations.

b) This proposal is based on installing 16ga, fully welded, factory primed frames with 18ga, A60 galvanized doors at all interior HM door locations.

c) Door hardware will be as outlined in the PAUSD's updated Hardware Schedule dated 3/25/15.d) Hollow metal door frames with integral sidelight glazing has been figured for interior Window

Assemblies 23, 26, 27, 28, 29, & 30.e) HM Door G33A and Sidelite Assembly No. 17/Type M has been figured as 45m rated

construction, with 9'-10" tall doors and full height integral sidelite assembly.f) HM Door B59B and Sidelite Assembly No. 21/Type K has been figured as 45min rated

construction with 4'-0" tall sidelite frame, integral with door frame. Overall glazing width shall follow Type K window detail.

g) HM Window Assembly No. 25/Type G has been figured with an overall width of 18'-0" and top of frame height of 8'-0," carrying a 45min rated label.

h) This proposal assumes P&D frame types for all basement level exterior HM frames.i) This proposal assumes independent frame assemblies for Window Types 24, and a Type N

configuration for Window 22.j) This proposal includes the installation of four (4) aluminum frame assemblies at the aluminum

transaction window locations. Frames will be 2" wide x depth of wall. Overhead coiling doors and transaction windows will mount within these frames above the stainless steel transaction countertops.

k) This proposal is based on painted steel construction for the interior glass-filled guardrail and gate assemblies surrounding the upper concourse of the Large Gym, in lieu of aluminum frames as shown on the drawings.

l) Gates shall be equipped with Schlage B661P deadbolts.m) Doors, where lockable, will be equipped with Schlage Full-Size Interchangeable Cores (FSIC).n) This proposal includes final keying based on receipt of a Master Key Schedule from the PAUSD.

30 Overhead Coiling Counter Doors a) This proposal is based on the installation of four (4) Cookson Type CD8 manually operated

clear anodized aluminum rolling counter doors.

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ITEM NO.

b) Installations include hood enclosure, fascia, guiderails and cylindrical locks.31 Storefront, Windows, Glass & Glazing

a) This proposal is based on Kawneer 1600 Series Wall System®1 outside glazed captured curtain wall systems for Window Types A, B, C, D, E & F with a 2.5" x 6" profile and True Divided Light Glazing with Kawneer 500 Series wide style entrance doors

b) Aluminum curtainwall/door assemblies G17B & G33B have been figured as 10'-0" tall, spanning the entire width of the opening with Doors G17B & G33B figured as 6'-0" x 9'-10" door assemblies.

c) Door G33A and adjacent window/sidelight assemblies are figured as Hollow Metal and will be covered in Line Item 29 above.

d) Exterior curtainwall systems shall be installed with a TBD Kynar finish.e) As no Title 24 or Building Envelope Compliance Reports were included within the Project

Drawings, all exterior glazing has been figured as 1" thick, Solarban 60 insulated clear glass, with Low-E2, tempered where required by Code.

f) Contrary to what is shown on the drawing elevations and door schedule, Entrance Door Types 3, 4, & 6 will not have any grid pattern.

g) Storefront doors will be equipped with Schlage Full-Size Interchangeable Cores (FSIC).h) This proposal is based on Kawneer 7225 Series interior windows with 1/4" clear glass,

tempered where required by code. i) Rated glass is figured as 5/16" SuperLite I-W, 45m. j) Glazing at interior guardrail / gate assembly is figured as 1/2" clear tempered.k) This proposal includes frameless mirrors at Dance/Yoga Room and Strength & Conditioning

Fitness Room installed with bottom J-channel and mastic set over plywood backing.l) This proposal includes frameless mirrors with bottom J-channel and mastic within all

restrooms.m) This proposal is based on Terrence Series 600 sliding transaction windows.n) This proposal includes the installation of one (1) 8'-2" x 24'-0'" sliding Glass Wall System by

Modernfold. Glass panels will be accordion fold type and stack either inline or perpendicular to the wall.

o) Sliding wall system shall be constructed with 1/2" clear tempered glazing, clear anodized rails, egress door and lockable hardware.

32 Lath & Plastera) This proposal is based on the installation of a conventional 3-coat lath and plaster system with

acrylic based elastomeric integral coloring. Final colors TBD.b) Installation is based on two (2) layers of building underlayment, self-furring metal lath, fiber-

reinforced scratch and brown coats, primer coat, pre-finish reinforcing mesh, and medium sand float finish.

c) This proposal includes all plant-on foam shapes as detailed on the project drawings, including the custom decorative grate. The perimeter wainscot build-out will be constructed of two layers of 5/8" cement board in lieu of 1.5" foam for greater durability.

d) This proposal is also based on the use of standard galvanized attachment anchors and accessories/trim in lieu of the stainless steel fasteners and zinc trim/accessories as noted within the Project Specifications.

e) This proposal also excludes the use of washers and/or sealant at every anchorage point as noted within the Project Specifications and custom radial drip edge as shown on Detail 4/A14.1.

33 Metal Stud Framing & Sheathinga) This proposal includes all light gauge metal stud framing as specified within the Structural

Drawings as prepared by Louie International with several additional clarifications stated herein.

b) Exterior metal stud framing has been figured as 6"x16ga (600S162-54) @ 16" oc.c) Secondary exterior framed systems as well as the eave framing will be constructed with 3-5/8"

x 16a (362S162-54) material.d) Exterior sheathing shall be 5/8" Densglass Gold, UON.e) At exterior T&G soffit areas, 5/8" PT plywood will be used in lieu of Densglass Gold to provide a

more suitable nailing substrate.f) At the vertical portion of the parapet walls, 5/8" DensDeck Prime will be used in lieu of

Densglass Gold as required for the vertical TPO installations.g) This proposal excludes any exterior cement siding installations at the parapet walls.h) All interior walls will be constructed with 5/8" Type X gypsum board, UON.

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ITEM NO.

i) At all walls and ceilings scheduled to receive ceramic tile, 5/8" Dens-Shield Tile Backer will be used in lieu of Type X gyp.

j) At all walls and ceilings scheduled located in wet or damp locations, not scheduled to receive tile, 5/8" Mold Tough gypsum board (or equal) will be used.

k) All interior gyp.bd.walls will be finished to a Level 4.l) All interior gyp.bd.ceilings will be finished to a Level 5.

m) Interior wall construction will follow the architectural Wall Schedule on Sheet A8.1, but the gauge requirements listed on the structural sheets (S1.04-S1.06) will still govern.

n) Restroom plumbing chase walls will be properly sized to accommodate the in-wall plumbing installations.

o) This proposal is based on the installation of two (2) layers of 5/8" cement board in lieu of the foam or plywood options listed Detail 10/A14.1.

34 Ceramic Tilea) This proposal is based on the installation of Dal-Tile's City View (12x12) floor tiles and Santino

(12x24) horizontal wall tiles within Restrooms G09 & G10.b) This proposal includes the installation of 4x4 smooth face, matte glazed 0100-white wall tile

with 10% random blend of 0195 Oak Moss tile at all other restrooms.c) This proposal includes the installation of 2x2 unglazed floor tile with two (2) rows of 2x2 coved

base to match at all other restrooms. Color TBD. Dal Tile Price Group 1.d) This proposal includes ceramic wall tile on the tub-side of the low wall within Training /

Treatment G05.e) Contrary to what is called out on the Finish Schedule, Staff Breakroom B38 will receive sheet

vinyl flooring in lieu of ceramic tile.f) All floor tile installations will be set over a waterproofing and crack suppression membrane.g) This proposal includes a 4mil thick water resistant membrane at all shower walls compatible

with the epoxy flooring's coved base.h) This proposal includes sealing of all grout joints.

35 Acoustical Ceilingsa) This proposal is based on installing 2x4 Armstrong #2767 Cortega Second Look II tegular

edge acoustic ceiling tiles within a 15/16 exposed tee ceiling grid system.b) This proposal includes the installation of approximately 64 pieces of 4'x8' x 1/2" thick

fiberboard acoustical wall panels with Koroseal vinyl, non-perforated. Note, these are not high-impact wall panels.

36 Floor Finishesa) This proposal is based on the use of The Mohawk Group's One-First Modular, direct-glued

carpet tiles. Color: Launch, 8719, per PAUSD standards, where noted on the Finish Schedule.b) This proposal is based on the use of Armstrong's Linorette Linoleum with NATURCote, Gobi

Sand where noted on the Finish Schedule.c) This proposal is based on the use of 4" tall Burke "Tweed" #508 rubber base per PAUSD

standards, where noted on the Finish Schedule.d) This proposal is based on the use of Dex-O-Tex's Cheminert Terracolor epoxy flooring, per

PAUSD standards, where noted on the Finish Schedule. Final color selection is still TBD.e) This proposal is based on the use of Robbins' "Sportwood Ultra Star" wood flooring system with

square edged 7/16"x13/16"x9" second grade maple within Dance/Yoga G27. Actual depression required for this flooring system is only 1-3/4."

f) This proposal is based on the use of Robbins' "Bio-Cushion Classic" wood flooring system with 25/32"x2-1/4" T&G, second grade XL maple within the two Gymnasiums and Wrestling Room G29. Actual depression required for this flooring system is only 2-1/8."

g) All wood flooring installations shall be sanded with one coat of seal and three coasts of finish.h) Black rubber vented cove base in included at all installations.i) This proposal EXCLUDES any FSC maple or plywood materials.j) This proposal includes all gameline and striping as shown on Sheets A1.3 - A1.5, including the

custom Palo Alto High School basketball center court logo and baseline striping at the main courts of both the Large and Small Gyms.

k) This proposal includes $126,848 in costs to apply a Koester VAP water reduction system below all wood flooring installations. Actual implementation of this system will be determined by the result of the calcium chloride test taken at each area. PAUSD will determine, based on the results of these test and the manufacturer's warranty requirements, if this application will be used. If it is determined by PAUSD not to provide this additional protection membrane, costs will be credited back at the completion of the Project.

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ITEM NO.

l) This proposal includes the installation of a 3/8" thick Resilient Athletic Flooring system within PE Activity Room B58 & Strength and Conditioning Fitness Room B59.

m) This proposal includes the installation of a rubberized floor covering system by Johnsonite where noted on the Finish Schedule.

37 Paintinga) The Painting Scope of work is based on utilizing Dunn-Edwards paint, per PAUSD standards.

38 Toilet Partitions & Accessoriesa) This proposal is based on the installation of stainless steel ceiling hung toilet partitions within

Restrooms G09 & G10 and Scranton Products' solid polymer resin ceiling hung toilet partitions (Glacier Grey) per PAUSD standard in all other restrooms. Ceiling heights at all restroom locations shall be 9'-0."

b) This proposal is based on the installation of Bobrick toilet accessories, utilizing combination/recessed units wherever possible.

c) This proposal includes all California ADA and T24 compliant restrooms signage in standard BLUE/WHITE color palette.

d) This proposal includes vinyl shower curtains on heavy-duty curtain rods at all stand alone shower stall locations.

39 Kitchen Equipment & Accessoriesa) As the majority of residential appliances noted within Specification Section 11451 are either

incorrectly described or have since been discontinued, this proposal includes the installation of similar appliances of equal or greater value.

b) proposal includes two (2) free-standing refrigerators w/two door, bottom mounted freezer configuration.

c) proposal includes one (1) below counter dishwasher.d) proposal includes two (2) below counter ADA-refrigerators.

40 Interior Specialties & Gym Equipmenta) This proposal is based on the installation of twelve (12) motorized, Draper TF20SB motorized

backstop assemblies, complete with rectangular glass backboards, break-away goals with nylon nets, and bolt-on edge padding.

b) This proposal includes the installation of three (3) Daktronics radio-controlled scoreboards, Model BB-3107-CS with LED Team Name Message Center feature and two (2) All-Sport 5000 Wireless Control Consoles with carrying cases, along with as well as two (2) pairs of shot clock timers and End of Period LED backboard lights to be mounted at the backboards of the main courts within the Large & Small Gyms.

c) This proposal includes Porter wall pads at both the Large and Small Gymnasiums and Wrestling Room as noted on the Architectural plans.

d) This proposal includes one (1) Draper Top Roll single motor roll-up divider curtain with 8'-0" of open mesh top and 8'-0" of solid vinyl curtain below within Wrestling G29.

e) This proposal is based on Senoh's carbon fiber upright center posts with padding (8 total), Technora nets (5 total), heavy-duty net ratchets and antennae for the volleyball assemblies in lieu of the double end post configuration noted on the plans. proposal includes four (4) official stands with padding and two (2) storage carts with bags.

f) This proposal is based on Senoh's carbon fiber upright center posts with padding (18 total) and nets (14 total) for the badminton assemblies in lieu of the double end post configuration noted on the plans.

g) This proposal includes the installation of three (3) banks of motorized Interkal bleachers, complete with ADA-seating openings and vinyl end curtains.

h) Bleacher seating shall be constructed of wood per Architect's request in lieu of originally specified plastic.

i) Bleachers submittal shall include all DSA-required drawings and calculations.j) This proposal includes the installation of four (4) Claridege #2035, or equal, exterior bulletin

board assemblies at TBD locations throughout the building exterior.k) This proposal includes one scorer's table.l) This proposal includes the installation of ten (10) 4'x8' Koroseal Spellbound Apollo #8821-03

tackboards at TBD locations throughout the building interior.m) This proposal includes the installation of porcelain enamel marker boards within Locker Rooms

B05, B06, B13, B14 and Team Meeting Conference Room B345, Aerobic Fitness B57 and Coaches Media Suite G215.

n) This proposal includes the installation of five (5) 16' long x 1-3/4"ø maple dance barres mounted in line within Dance/Yoga G27.

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ITEM NO.

o) This proposal includes the installation of forty-three (43) Pawling CG-1 surface mounted rubber corner guard assemblies with stainless steel countersunk screws at TBD locations throughout the building interior.

p) This proposal includes the installation of fifteen (15) Fire Extinguisher Cabinets and five (5) AED Cabinets. Wherever wall types allow, cabinets shall be recessed or semi-recessed. Where wall constructions does not allow for cabinet recess, surface mounted cabinets will be used.

q) This proposal includes interior and exterior provisions for one (1) building expansion joint located near Gridline 9 in Loggia G17. VBI disagrees with the flashing and expansion joint installation details as shown within Architectural Details 9 & 10 on A12.1, and will correct accordingly.

r) This proposal includes the installation of twelve (12) recessed entry floor grates with carpet inserts and extruded aluminum frames.

s) This proposal specifically EXCLUDES any exterior window blinds or Mechoshade installations. Electrical rough-in only provisions have been provided per the direction of the PAUSD as noted on the Electrical Plans, as well as the Corridor G35 exterior windows.

t) This proposal is based in the installation of Lyon Industries' 15" wide x 18" deep x 60" high, Heavy Duty (16ga face) Double Tier metal lockers with sloping tops, ADA compliancy, number plates and accessories as well as and solid hardwood benches.

41 Interior & Exterior Signagea) This proposal contains a $50,000 allowance plug for TBD interior and exterior building signage.

While standard ADA and California Title 24 restroom signage was figured as BLUE/WHITE adhesive backed plastic, the balance of the interior room signage, as well as any exterior building signage, was insufficiently documented to solicit subcontractor pricing.

b) Once the overall interior and exterior signage package is fully detailed, Vance Brown, Inc. will solicit competitive pricing to furnish and install. Costs, additive or deductive, will be compared to this $50,000 allowance value.

42 Elevatorsa) This proposal includes the installation of two (2) ThyssenKrupp Endura A twin-post, above

ground holeless hydraulic passenger elevators. The AMEE 30 elevator called out within Specification Section 14242 has been rebranded to the Endura line.

b) Elevators shall be rated for 3,500# capacity and 130 fpm. 150fpm is not appropriate for a 2-stop elevator.

c) Elevators shall be designed with TKE standard omega guide rails in lieu of tee guide rails, as acceptable for DSA projects.

d) Elevators shall be equipped with standard TKAP interiors, complete with removable TKE Formica plastic laminate wall panels, with scratch resistant powder coat base and reveals, and LED lighting.

e) Elevators shall also be equipped with vandal resistant fixtures featuring metallic, impact resistant buttons with a halo of white LED illuminates with stainless steel #4 faceplates and tamper resistant screws compliant with all California Building Code, National Fire Code and ADA compliance.

f) Elevators will be equipped with ADA Compliant phone. Phone service shall be provided by PAUSD.

g) Installation includes initial twelve (12) month maintenance plan.43 Fire Sprinkler Systems

a) This proposal is based on the premise of a Design-Build Fire Sprinkler Protection System, designed, furnished and installed by BFP Fire Protection. System shall be designed per NFPA-13 requirements and as drawn on BFP Fire Protections' permitted fire protection drawing set dated 11-14-14, Addendum 1.

44 Plumbing a) This proposal is based on the premise of a Design-Build Plumbing System, designed, furnished

and installed by KDS Plumbing, Inc. System shall be designed per the 2010 Edition of the California Plumbing Code and as drawn on KDS Plumbing, Inc.'s permitted plumbing drawing set dated 11-14-14, Addendum 1.

45 Mechanical a) This proposal is based on the premise of a Design-Build Low Mechanical (HVAC) System,

designed, furnished and installed by Therma. System Shall be designed per the 2010 Edition of the Mechanical Code as described in Therma's written proposal dated 4/10/15 and as drawn on Therma's permitted mechanical drawing set dated 11-14-14, Addendum 1.

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ITEM NO.

46 Electrical & Fire Alarma) This proposal is based on the premise of Design-Build Electrical and Fire Alarm Systems,

designed, furnished and installed by Redwood Electric Group. Systems shall be designed per the 2010 Edition of the California Electrical Code (CEC) as described in the Redwood Electric Group's written proposal dated 4/9/15 and as drawn on Redwood Electric Groups' permitted electrical and fire alarm drawing sets dated 11-14-14, Addendum 1.

47 Low Voltage Network Systemsa) This proposal is based on the premise of a Design-Build Low Voltage Network System

(Tele/Data), designed, furnished and installed by Redwood Electric Group as described in the Redwood Electric Group's written proposal dated 4/10/15.

48 Audio-Visual Systemsa) This proposal is based on the premise of a Design-Build Audio-Visual System, designed,

furnished and installed by Redwood Electric Group as described in the Redwood Electric Group's written proposal dated 4/16/15.

b) Design includes interconnectivity with Emergency Paging System per PAUSD request.49 Clock & Speaker Systems

a) This proposal is based on the premise of a Design-Build Clock & Speaker System, designed, furnished and installed by Redwood Electric Group as described in the Redwood Electric Group's written proposal dated 4/16/15.

b) Design includes interconnectivity with Emergency Paging System per PAUSD request.50 General Conditions51 Janitorial Cleanup

a) This proposal includes a final interior and exterior janitorial cleanup service.

General Clarifications

1 All conditions and qualifications stated within this Summary of proposal Qualifications will take precedence over any other potentially contradictory information noted within Project Drawings, Project Specifications, and/or Conditions of the Lease-Leaseback Agreement.

2 Vance Brown, Inc. shall only hire subcontractors having an insurance carrier rating of A VII, or better.

3 This proposal includes a Builder's Risk Policy based on a $10,000 deductible amount. Policy will exclude earthquake and flood coverage. As such, neither Vance Brown, Inc., nor our Subcontractors will be responsible for loss or damage caused by fire or flood.

4 Vance Brown, Inc. will be providing Form CG 20 10 04 13 for our Commercial General Liability Endorsement.

5 This proposal excludes any electronic or integrated building security system.6 This proposal is based on the understanding that Vance Brown, Inc. will be able to utilize and

encompass the existing exterior asphalt basketball courts during the course of construction. Upon completion of this Project, Vance Brown, Inc. will restore this area back to it's pre-construction condition.

7 Costs for any additionally requested work shall be based upon the billable rates as described in the accompanying VBI's Hourly Rate Schedule dated 6/1/15.

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EXHBIT    TO  LLB  AGREEMENT Page  1  of  1

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1 Project  Executive $204.00 $81.60 $163.20

2 Senior  Project  Manager $159.00 $63.60 $127.20

3 Project  Manager $138.00 $55.20 $110.40

4 Senior  Project  Engineer $116.00 $46.40 $92.80

5 Project  Engineer $90.00 $36.00 $72.00

6 Project  Administrator $50.00 $20.00 $40.00

7 Safety  Engineer $120.00 $48.00 $96.00

8 Project  Superintendent $132.00 $52.80 $105.60

9 Carpenter  Foreman $99.00 $39.60 $79.20

10 Journeyman  Carpenter $95.00 $38.00 $76.00

11 Laborer $67.00 $26.80 $53.60

12 Cement  Finisher $74.00 $29.60 $59.20

13 Deliveries $75.00 $30.00 $60.00

14 IT  Support $95.00 $38.00 $76.00

*  Rates  will  be  subject  to  a  3%  increase  on  July  1,  2016.

VBI's  Hourly  Rate  Schedule

Palo  Alto  High  School  GymnasiumVBI  Job  #  2015-­‐12

6/1/15

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      Lease‐Leaseback Agreement  Athletic  Center Project                                  at Palo Alto High School 

EXHIBIT B ‐ Lease‐Leaseback Agreement   

Palo Alto Unified School District  

Palo Alto High School Athletic Center Project   

The Parties hereby agree that the following are hereby incorporated into the Scope of Work for the Project:    See document attached to Exhibit A for listed exclusions. 

   

 

      Lease‐Leaseback Agreement  Athletic  Center Project                                  at Palo Alto High School 

EXHIBIT C – Lease‐Leaseback Agreement   

Palo Alto Unified School District  

Palo Alto High School Athletic Center Project    

General Conditions  

   

GENERAL CONDITIONS  for  

CONTRACT OF CONSTRUCTION  

under  

LEASE‐LEASEBACK AGREEMENT    

FOR PALO ALTO HIGH SCHOOL  ATHLETIC CENTER PROJECT 

   

PALO ALTO UNIFIED SCHOOL DISTRICT    

June 9, 2015 

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SUMMARY OF CONTENTS     ARTICLE 1:   GENERAL CONDITIONS ..............................................................................................................1  ARTICLE 2:  OWNER.............................................................................................................................................6  ARTICLE 3:  THE CONTRACTOR.......................................................................................................................9  ARTICLE 4:  ADMINISTRATION OF THE CONTRACT ..................................................................................22  ARTICLE 5:  SUBCONTRACTORS ......................................................................................................................34  ARTICLE 6:  CONSTRUCTION BY OWNER OR BY SEPARATE CONTRACTORS ....................................39  ARTICLE 7:  CHANGES IN THE WORK............................................................................................................41  ARTICLE 8:  TIME ..................................................................................................................................................47  ARTICLE 9:  PAYMENTS AND COMPLETION.................................................................................................50  ARTICLE 10:  PROTECTION OF PERSONS AND PROPERTY.........................................................................57  ARTICLE 11:  INSURANCE AND BONDS...........................................................................................................62  ARTICLE 12:  UNCOVERING AND CORRECTION OF WORK.......................................................................67  ARTICLE 13:  MISCELLEOUS PROVISIONS .......................................................................................................69  ARTICLE 14:  TERMINATION OR SUSPENSION OF THE CONTRACT........................................................79

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TABLE OF CONTENTS  

ARTICLE 1 GENERAL CONDITIONS .......................1 1.1 BASIC DEFINITIONS .......................................1 1.1.1 THE CONTRACT DOCUMENTS..............................1 1.1.2 THE CONTRACT....................................................1 1.1.3 THE WORK ...........................................................1 1.1.4 THE PROJECT........................................................2 1.1.5 THE DRAWINGS....................................................2 1.1.6 THE SPECIFICATIONS............................................2 1.1.7 THE PROJECT MANUAL........................................2 1.1.8 OR .......................................................................2 1.1.9 COMPLETION...................................................2 1.2 EXECUTION, CORRELATION AND    INTENT ..............................................................3 1.2.1 CORRELATION AND INTENT .................................3 1.2.1.1 Documents Complementary and Inclusive..........3 1.2.1.2 Coverage of the Drawings and    Specifications .......................................................3 1.2.1.3 Conflicts  ..............................................................3 1.2.1.4 Conformance With Laws......................................3 1.2.1.5 Ambiguity............................................................4 1.2.1.6 Execution .............................................................4 1.2.2 ADDENDA AND DEFERRED APPROVALS...............4 1.2.2.1 Addenda ...............................................................4 1.2.2.2 Deferred Approvals ..............................................4 1.2.3 SPECIFICATION INTERPRETATION.........................4 1.2.3.1 Titles ....................................................................4 1.2.3.2 As Shown, Etc .....................................................4 1.2.3.3 Provide .................................................................5 1.2.3.4 General Conditions ..............................................5 1.2.3.5 Abbreviations .......................................................5 1.2.3.6 Plural ...................................................................5 1.2.3.7 Metric ..................................................................5 1.2.3.8 Standard Specifications .......................................5 1.2.3.9 Absence of Modifiers............................................5 1.3 OWNERSHIP AND USE OF ARCHITECT’S 

DRAWINGS, SPECIFICATIONS AND OTHER DOCUMENTS.....................................5

ARTICLE 2 OWNER....................................................6 2.1 DEFINITION......................................................6 2.2 INFORMATION AND SERVICES    REQUIRED OF THE OWNER .........................6 2.2.1 INTENTIONALLY LEFT BLANK...............................6 2.2.2 SITE SURVEY.........................................................6 2.2.3 SOILS ....................................................................6 2.2.3.1 Owner Furnished Services...................................6 2.2.3.2 Contractor Reliance .............................................6

2.2.4 UTILITY SURVEY .................................................. 7 2.2.5 INFORMATION ..................................................... 7 2.2.6 EXISTING UTILITY LINES; REMOVAL,    RELOCATION....................................................... 7 2.2.6.1 Removal, Relocation............................................ 7 2.2.6.2 Assessment.......................................................... 8 2.2.6.3 Notification ......................................................... 8 2.2.6.4 Underground Utility Clearance .......................... 8 2.2.7 EASEMENTS ......................................................... 8 2.2.8 REASONABLE PROMPTNESS................................. 8 2.2.9 COPIES FURNISHED............................................. 8 2.2.10 DUTIES CUMULATIVE .......................................... 8 2.3 OWNER’S RIGHT TO STOP THE WORK ..... 8 2.4 OWNER’S RIGHT TO CARRY OUT    THE WORK ....................................................... 9 ARTICLE 3  THE CONTRACTOR ............................ 9 3.1 DEFINITION ..................................................... 9 3.2 SUPERVISION AND CONSTRUCTION 

PROCEDURES.................................................. 9 3.2.1 CONTRACTOR ...................................................... 9 3.2.2 CONTRACTOR RESPONSIBILITY ......................... 10 3.2.3 OBLIGATIONS NOT CHANGED BY ARCHITECT’S 

ACTIONS............................................................ 10 3.2.4 CONTRACTOR RESPONSIBILITY FOR READINESS 

FOR WORK......................................................... 10 3.2.5 PROJECT MEETINGS........................................... 10 3.3 SUPERINTENDENT ...................................... 10 3.3.1 FULL TIME SUPERINTENDENT ........................... 10 3.3.2 STAFF................................................................. 11 3.3.3 RIGHT TO REMOVE ............................................ 11 3.4 LABOR AND MATERIALS ............................ 11 3.4.1 CONTRACTOR TO PROVIDE ............................... 11 3.4.2 QUALITY............................................................ 11 3.4.3 REPLACEMENT................................................... 11 3.4.4 DISCIPLINE ........................................................ 11 3.5 WARRANTY.................................................... 11 3.6 TAXES .............................................................. 12 3.7 PERMITS, FEES AND NOTICES .................. 12 3.7.1 PAYMENT ........................................................... 12 3.7.2 COMPLIANCE..................................................... 12 3.7.3 CONTRACT DOCUMENTS .................................. 12 3.7.4 RESPONSIBILITY................................................. 12 3.8 ALLOWANCES................................................ 13 3.8.1 CONTRACT......................................................... 13 3.8.2 SCOPE................................................................ 13 3.8.2.1 Prompt Selection ............................................... 13

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3.8.2.2 Cost ....................................................................13 3.8.2.3 Cost Included in GMP.......................................13 3.8.2.4 GMP Adjustment ..............................................13 3.9 CONTRACTOR’S CONSTRUCTION 

SCHEDULES....................................................13 3.9.1 REQUIREMENTS .................................................13 3.9.2 DSA OVERSIGHT PROCESS ................................14 3.9.2 FAILURE TO MEET REQUIREMENTS....................14 3.10 DOCUMENTS AND SAMPLES AT    THE SITE..........................................................14 3.11 SHOP DRAWINGS, PRODUCT DATA,    AND SAMPLES ...............................................14 3.11.1 SUBMITTALS DEFINED ........................................14 3.11.1.1 Shop  Drawings .....................................14 3.11.1.2 Samples..................................................15 3.11.1.3 Contractor’s Responsibility ...................15 3.11.1.4 Extent of Review....................................15 3.11.2 DRAWING SUBMISSION PROCEDURE .................15 3.11.2.1 Transmittal Letter and Other     Requirements.........................................15 3.11.2.2 Copies Required .....................................16 3.11.2.3 Corrections ............................................16 3.11.2.4 Approval Prior to Commencement      of Work ..................................................16 3.11.3 SAMPLE SUBMISSIONS PROCEDURE ..................16 3.11.3.1 Samples Required ..................................16 3.11.3.2 Labels and Instructions .........................16 3.11.3.3 Architect’s Review.................................16 3.11.3.4 Record Drawings and Annotated      Specifications ........................................16 3.11.3.5 Equipment Manuals..............................17 3.11.3.6 Owner’s Property ..................................17 3.11.4 SUBSTITUTIONS..................................................17 3.11.4.1 One Product Specified ...........................17 3.11.4.2 Two or More Products Specified ............17 3.11.5 DEFERRED APPROVALS ......................................17 3.12 CUTTING AND PATCHING...........................17 3.12.1 SCOPE.................................................................17 3.12.2 CONSENT............................................................18 3.12.3 STRUCTURAL MEMBERS.....................................18 3.12.4 Subsequent Removal..........................................18 3.13 CLEANING UP.................................................18 3.13.1 CONTRACTOR’S RESPONSIBILITY .......................18 3.13.2 FAILURE TO CLEANUP.........................................18 3.13.3 CONSTRUCTION BUILDINGS...............................18 3.14 ACCESS TO WORK.........................................19 3.15 ROYALTIES AND PATENTS ..........................19 3.15.1 PAYMENT AND INDEMNITY ................................19

3.15.2 REVIEW.............................................................. 19 3.16 INDEMNIFICATION...................................... 19 3.16.1 SCOPE: CONTRACTOR........................................ 19 3.16.2 SCOPE: SUBCONTRACTORS................................ 21 3.16.2.1 Indemnity ............................................. 21 3.16.2.2 Joint and Several Liability .................... 21 3.16.3 NO LIMITATION ................................................. 21 3.17 OWNER AS INTENDED BENEFICIARY ..... 22 3.18 NOTICE OF EXCUSE FOR 

NONPERFORMANCE................................... 22 ARTICLE 4  ADMINISTRATION OF THE 

CONTRACT .................................................... 22 4.1 ARCHITECT.................................................... 22 4.1.1 DEFINITION ....................................................... 22 4.1.2 MODIFICATION.................................................. 22 4.1.3 TERMINATION ................................................... 22 4.2 ARCHITECT’S ADMINISTRATION OF    THE CONTRACT............................................ 23 4.2.1 STATUS .............................................................. 23 4.2.2 SITE VISITS ........................................................ 23 4.2.3 LIMITATIONS OF CONSTRUCTION    RESPONSIBILITY................................................. 23 4.2.4 COMMUNICATIONS FACILITATING CONTRACT 

ADMINISTRATION.............................................. 23 4.2.5 PAYMENT APPLICATIONS................................... 23 4.2.6 REJECTION OF WORK......................................... 23 4.2.7 CHANGE ORDERS .............................................. 24 4.2.8 WARRANTIES UPON COMPLETION.................... 24 4.2.9 INTERPRETATION ............................................... 24 4.2.10 ADDITIONAL INSTRUCTIONS ............................. 24 4.2.10.1 Architect’s Interpretations and      Decisions............................................... 24 4.2.10.2 Typical Parts and Sections.................... 24 4.2.10.3 Dimensions ........................................... 25 4.3 INSPECTOR OF RECORD............................. 25 4.3.1 GENERAL ........................................................... 25 4.3.2 INSPECTOR’S OF RECORD’S DUTIES .................. 25 4.3.3 INSPECTOR OF RECORD’S AUTHORITY TO    REJECT OR STOP WORK .................................... 25 4.4 RESPONSIBILITY FOR ADDITIONAL 

CHARGES INCURRED BY THE OWNER    FOR PROFESSIONAL SERVICES ................. 25  4.5 NOTICES OF POTENTIAL CHANGE, 

CHANGE ORDER REQUESTS, AND    CLAIMS............................................................ 26 4.5.1 NOTICE OF POTENTIAL CHANGE....................... 27 4.5.2 CHANGE ORDERS REQUESTS ............................ 27

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4.5.3 DEFINITION OF CLAIM .......................................28 4.5.4 TIME FOR SUBMITTING CLAIM; WAIVER ............28 4.5.5 CONTENT OF CLAIM...........................................29 4.5.5.1 Claim Format; Waiver .......................................29 4.5.5.2 Claims for Additional Money ............................30 4.5.5.3 Claims for Additional Time ...............................30 4.5.5.3.1 Notice of Extent of Claim...........................30 4.5.5.3.2 Unusually Severe Weather Claims.............30 4.5.5.4 Pass Through Claims.........................................31 4.5.6 PROCEDURES FOR CLAIMS LESS THAN OR    EQUAL TO $375,000 (PUBLIC CONTRACT    CODE SECTION 20104.2) ....................................31 4.5.6.1 Claims for Less Than $50,000............................31 4.5.6.2 Claims Over $50,000 and Less Than or equal    to $375,000 ........................................................31 4.5.6.3 Meet and Confer................................................32 4.5.6.4 Government Code Claim....................................32 4.5.7 PROCEDURES FOR CLAIMS OVER $375,000 .......33 4.5.8 CONTINUING CONTRACT PERFORMANCE..........33 4.5.9 CLAIMS FOR CONCEALED OR UNKNOWN 

CONDITIONS ......................................................33 4.5.9.1 Trenches or Excavations Less Than Four    Feet Below the Surface .......................................33 4.5.9.2 Trenches or Excavations Greater Than Four    Feet Below the Surface .......................................33 4.5.10 INJURY OR DAMAGE TO PERSON OR    PROPERTY ..........................................................34 ARTICLE 5 SUBCONTRACTORS...........................34 5.1 DEFINITIONS..................................................34 5.1.1 SUBCONTRACTOR...............................................34 5.1.2 SUB‐SUBCONTRACTOR.......................................35 5.1.3 SPECIALTY CONTRACTORS .................................35 5.2 AWARD OF SUBCONTRACTS AND    OTHER CONTRACTS FOR PORTIONS    OF THE WORK ................................................35 5.2.1 ASSIGNMENT OR SUBSTITUTION ‐ CONSENT OF 

OWNER...............................................................35 5.2.2 GROUNDS FOR SUBSTITUTION .............................35 5.2.2.1 No Change in Contract......................................36 5.3 SUBCONTRACTUAL RELATIONS...............36 5.4 CONTINGENT ASSIGNMENT OF 

SUBCONTRACTS ...........................................36 5.5 SUBCONTRACTOR’S RESPONSIBILITIES.37 5.5.1 SUPERVISION BY SUBCONTRACTORS..................37 5.5.2 DISCIPLINE AND ORDER ....................................37 5.5.3 DEFECTS DISCOVERED .......................................37 5.5.4 SUBCONTRACTOR INFORMATION.......................37 5.5.5 TEMPORARY STRUCTURES .................................37

5.5.6 CHARGES TO SUBCONTRACTOR ........................ 38 5.5.7 FINES IMPOSED ................................................. 38 5.5.8 [NOT USED] ...................................................... 38 5.5.9 REMEDIES FOR FAILURE TO PERFORM............... 38 5.5.10 DISPUTES NOT TO AFFECT WORK..................... 38 5.5.11 APPLICATION FOR PAYMENT ............................. 39 5.5.12 COMPLIANCE WITH PROCEDURES ..................... 39 5.5.13 ON‐SITE RECORD KEEPING............................... 39 5.5.14 NON‐EXCLUSIVE OBLIGATIONS......................... 39 ARTICLE 6 CONSTRUCTION BY OWNER OR    BY SEPARATE CONTRACTORS................. 39 6.1 OWNER’S RIGHT TO PERFORM 

CONSTRUCTION AND TO AWARD SEPARATE CONTRACTS.............................. 39

6.1.1 OWNER’S RIGHTS .............................................. 39 6.1.2 DESIGNATION AS CONTRACTOR........................ 39 6.1.3 CONTRACTOR DUTIES ....................................... 40 6.1.4 OWNER OBLIGATIONS ....................................... 40 6.2 MUTUAL RESPONSIBILITY......................... 40 6.2.1 DELIVERY AND STORAGE................................... 40 6.2.2 NOTICE BY CONTRACTOR.................................. 40 6.2.3 COSTS INCURRED .............................................. 40 6.2.4 CORRECTION OF DAMAGE ................................ 41 6.3 OWNER’S RIGHT TO CLEAN UP................. 41 ARTICLE 7 CHANGES IN THE WORK................. 41 7.1 CHANGES ....................................................... 41 7.1.1 NO CHANGES WITHOUT AUTHORIZATION ....... 41 7.1.2 AUTHORITY TO ORDER MINOR CHANGES ........ 42 7.2 CHANGE ORDERS ........................................ 42 7.3 CONSTRUCTION CHANGE DIRECTIVES 

(”CCD”)............................................................ 42 7.3.1 DEFINITION ....................................................... 42 7.3.2 USE TO DIRECT CHANGE................................... 42 7.4 REQUEST FOR INFORMATION (”RFI”) .... 43 7.4.1 DEFINITION ....................................................... 43 7.4.2 SCOPE................................................................ 43 7.4.3 RESPONSE TIME ................................................ 43 7.5 REQUEST FOR PROPOSAL (”RFP”) ........... 43 7.5.1 DEFINITION ....................................................... 43 7.5.2 SCOPE................................................................ 43 7.6 CHANGE ORDER REQUEST (”COR”) ........ 43 7.6.1 DEFINITION ....................................................... 43 7.6.2 CHANGES IN PRICE............................................ 43 7.6.3 CHANGES IN TIME ............................................. 44 7.7 PRICE OF CHANGE ORDERS ...................... 44 7.7.1 SCOPE................................................................ 44 7.7.2 DETERMINATION OF COST ................................ 44 7.7.3 FORMAT FOR PROPOSED COST CHANGE........... 46

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7.7.4 DISCOUNTS, REBATES, AND REFUNDS...............46 7.7.5 ACCOUNTING RECORDS.....................................46 7.7.6 NOTICE REQUIRED.............................................46 7.7.7 APPLICABILITY TO SUBCONTRACTORS ...............46 7.8 WAIVER OF RIGHT TO CLAIM MONEY OR TIME .46 ARTICLE 8 TIME .......................................................47 8.1 DEFINITIONS..................................................47 8.1.1 CONTRACT TIME ................................................47 8.1.2 NOTICE TO PROCEED .........................................47 8.1.3 DAYS ..................................................................47 8.2 HOURS OF WORK..........................................47 8.2.1 SUFFICIENT FORCES ...........................................47 8.2.2 PERFORMANCE DURING WORKING HOURS.......47 8.2.3 LABOR CODE APPLICATION ...............................47 8.2.4 COSTS FOR AFTER HOURS INSPECTIONS ...........48 8.3 PROGRESS AND COMPLETION..................48 8.3.1 TIME OF THE ESSENCE .......................................48 8.3.2 NO COMMENCEMENT WITHOUT INSURANCE ...48 8.3.3 EXPEDITIOUS COMPLETION...............................48 8.4 EXTENSIONS OF TIME ‐ LIQUIDATED 

DAMAGES .......................................................48 8.4.1 CONDITIONS ALLOWING FOR EXTENSIONS OF 

TIME TO COMPLETE THE WORK ONLY (EXCUSABLE DELAY)..........................................48

8.4.2 COMPENSABLE DELAY (TIME AND MONEY)......49 8.4.3 NOTICE BY CONTRACTOR REQUIRED; 

PROCEDURES FOR DEMANDING ADDITIONAL TIME OR MONEY................................................49

8.4.4 EARLY COMPLETION ..........................................49 8.4.5 LIQUIDATED DAMAGES......................................49 8.5 GOVERNMENT APPROVALS.................................50 ARTICLE 9 PAYMENTS AND COMPLETION ......50 9.1 GMP ..................................................................50 9.2 [NOT USED] .......................................................50 9.3 APPLICATIONS FOR PAYMENT ..................50 9.3.1 PROCEDURE .......................................................50 9.3.2 [NOT USED] .......................................................51 9.3.3 WARRANTY OF TITLE..........................................51 9.4 REVIEW OF APPLICATION FOR 

SUPPLEMENTAL PAYMENT ........................51 9.4.1 OWNER ACCEPTANCE ........................................51 9.4.2 OWNER’S REVIEW ..............................................51 9.5 DECISIONS TO WITHHOLD PAYMENT .....52 9.5.1 REASONS TO WITHHOLD PAYMENT ...................52 9.5.2 PAYMENT AFTER CURE ......................................53 9.5.3 OVERPAYMENT AND/OR FAILURE TO WITHOLD .54 9.6 SUBLEASE AND SUPPLEMENTAL 

PAYMENTS ......................................................54

9.6.1 PAYMENTS TO CONTRACTOR............................. 54 9.6.2 PAYMENTS TO SUBCONTRACTORS ..................... 54 9.6.3 PERCENTAGE OF COMPLETION OR PAYMENT 

INFORMATION ................................................... 54 9.6.4 NO OBLIGATION OF OWNER FOR 

SUBCONTRACTOR PAYMENT.............................. 54 9.6.5 PAYMENT TO SUPPLIERS.................................... 54 9.6.6 PAYMENT NOT CONSTITUTING APPROVAL OR 

ACCEPTANCE ..................................................... 54 9.7 COMPLETION OF THE WORK .................... 55 9.7.1 CLOSE‐OUT PROCEDURES ................................ 55 9.8 PARTIAL OCCUPANCY OR USE .................. 55 9.9 FINAL SUBLEASE PAYMENT AND    RELEASE OF RETENTION............................ 56 9.9.1 FINAL APPLICATION FOR PAYMENT................... 56 9.9.2 PROCEDURES FOR APPLICATION FOR FINAL 

PAYMENT ........................................................... 56 9.9.3 RELEASE OF RETAINAGE .................................... 57 9.10 SUBSTITUTION OF SECURITIES................ 57 ARTICLE 10 PROTECTION OF PERSONS AND 

PROPERTY ..................................................... 57 10.1 SAFETY PRECAUTIONS AND    PROGRAMS.................................................... 57 10.1.1 CONTRACTOR RESPONSIBILITY ......................... 57 10.1.2 SUBCONTRACTOR RESPONSIBILITY ................... 58 10.1.3 COOPERATION................................................... 58 10.1.4 ACCIDENT REPORTS .......................................... 58 10.1.5 FIRST‐AID SUPPLIES AT SITE ............................. 58 10.2 SAFETY OF PERSONS AND PROPERTY.... 58 10.2.1 THE CONTRACTOR ............................................ 58 10.2.2 CONTRACTOR NOTICES..................................... 59 10.2.3 SAFETY BARRIERS AND SAFEGUARDS ............... 59 10.2.4 USE OR STORAGE OF HAZARDOUS MATERIAL.. 59 10.2.5 FINGERPRINTING ............................................... 59 10.3 PROTECTION OF WORK AND PROPERTY59 10.3.1 PROTECTION  OF WORK..................................... 59 10.3.2 PROTECTION FOR ELEMENTS ............................ 59 10.3.3 SHORING AND STRUCTURAL LOADING ............. 60 10.3.4 CONFORMANCE WITHIN ESTABLISHED LIMITS . 60 10.3.5 SUBCONTRACTOR ENFORCEMENT OF RULES .... 60 10.3.6 SITE ACCESS ...................................................... 60 10.3.7 PROTECTION OF MATERIALS ............................. 60 10.4 EMERGENCIES .............................................. 60 10.4.1 EMERGENCY ACTION ........................................ 60 10.4.2 ACCIDENT REPORTS .......................................... 61 10.5 HAZARDOUS MATERIALS.......................... 61 10.5.1 DISCOVERY OF HAZARDOUS MATERIALS.......... 61 10.5.2 HAZARDOUS MATERIAL WORK LIMITATIONS... 61

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10.5.3 INDEMNIFICATION BY OWNER FOR    HAZARDOUS MATERIAL NOT CAUSED BY 

CONTRACTOR.....................................................61 10.5.4 INDEMNIFICATION BY CONTRACTOR FOR 

HAZARDOUS MATERIAL CAUSED BY CONTRACTOR.....................................................62

10.5.5 TERMS OF HAZARDOUS MATERIAL PROVISION.62 10.5.6 ARCHEOLOGICAL MATERIALS.............................62 ARTICLE 11 INSURANCE AND BONDS ..............62 11.1 CONTRACTOR’S LIABILITY INSURANCE.62 11.1.1 LIABILITY INSURANCE REQUIREMENTS .............62 11.1.2 SUBCONTRACTOR INSURANCE REQUIREMENTS 63 11.1.3 OWNER’S INSURANCE ........................................63 11.1.4 ADDITIONAL INSURED ENDORSEMENT 

REQUIREMENTS .................................................64 11.1.5 WORKERS’ COMPENSATION INSURANCE ...........64 11.1.6 BUILDER’S RISK/ʺALL RISKʺ ..............................64 11.1.6.1 COURSE‐OF‐CONSTRUCTION INSURANCE 

REQUIREMENTS .................................................64 11.1.7 CONSENT OF INSURER FOR PARTIAL    OCCUPANCY OR USE..........................................65 11.1.8 FIRE INSURANCE ................................................65 11.1.9 OTHER INSURANCE............................................65 11.1.10 PROOF OF CARRIAGE OF INSURANCE ..............65 11.1.11 COMPLIANCE ...................................................66 11.2 PERFORMANCE AND PAYMENT BONDS.66 11.2.1 BOND REQUIREMENTS.......................................66 11.2.2 SURETY QUALIFICATION....................................66 ARTICLE 12 UNCOVERING AND CORRECTION 

OF WORK ........................................................67 12.1 UNCOVERING OF WORK..............................67 12.1.1 UNCOVERING WORK FOR REQUIRED 

INSPECTIONS ......................................................67 12.1.2 COSTS FOR INSPECTIONS NOT REQUIRED..........67 12.2 CORRECTION OF WORK; WARRANTY......67 12.2.1 CORRECTION OF REJECTED WORK.....................67 12.2.2 REMOVAL OF NONCONFORMING WORK ............67 12.2.3 OWNER’S RIGHTS IF CONTRACTOR FAILS TO 

CORRECT............................................................68 12.2.4 COST OF CORRECTING THE WORK .....................68 12.2.5 WARRANTY CORRECTIONS.................................68 12.2.6 NO TIME LIMITATION.........................................68 12.3 NONCONFORMING WORK .........................68 ARTICLE 13 MISCELLANEOUS PROVISIONS ...69 13.1 GOVERNING LAW..........................................69 13.2 SUCCESSORS AND ASSIGNS.......................69 13.3 WRITTEN NOTICE .........................................69 13.4 RIGHTS AND REMEDIES..............................69

13.4.1 DUTIES AND OBLIGATIONS CUMULATIVE ......... 69 13.4.2 NO WAIVER ....................................................... 69 13.5 TESTS AND INSPECTIONS.......................... 70 13.5.1 COMPLIANCE..................................................... 70 13.5.2 INDEPENDENT TESTING LABORATORY .............. 70 13.5.3 ADVANCE NOTICE TO INSPECTOR OF RECORD.. 70 13.5.4 TESTING OFF‐SITE............................................. 70 13.5.5 ADDITIONAL TESTING OR INSPECTION ............. 70 13.5.6 COSTS FOR RETESTING ...................................... 70 13.5.7 COSTS FOR PREMATURE TEST ........................... 71 13.5.8 TESTS OR INSPECTIONS NOT TO DELAY WORK. 71 13.6 [INTENTIONALLY LEFT BLANK]................ 71 13.7 TRENCH EXCAVATION ................................ 71 13.7.1 TRENCHES GREATER THAN FIVE FEET .............. 71 13.7.2 EXCAVATION SAFETY ......................................... 71 13.7.3 NO TORT LIABILITY OF OWNER......................... 71 13.7.4 NO EXCAVATION WITHOUT PERMITS................ 71 13.8 WAGE RATES.................................................. 72 13.8.1 WAGE RATES ..................................................... 72 13.8.2 HOLIDAY AND OVERTIME PAY........................... 72 13.8.3 WAGE RATES NOT AFFECTED BY    SUBCONTRACTS................................................. 72 13.8.4 CHANGE IN PREVAILING WAGE DURING BID OR 

CONSTRUCTION................................................. 72 13.8.5 FORFEITURE AND PAYMENTS ............................ 72 13.8.6 MINIMUM WAGE RATES.................................... 73 13.8.7 PER DIEM WAGES.............................................. 73 13.8.8 POSTING OF WAGE RATES ................................. 73 13.9 RECORD OF WAGES PAID: INSPECTION.. 73 13.9.1 APPLICATION OF LABOR CODE .......................... 73 13.10 APPRENTICES................................................ 75 13.10.1 APPRENTICE WAGES AND DEFINITIONS .... 75 13.10.2 APPRENTICE LABOR POOL......................... 75 13.10.3 JOURNEYMAN/APPRENTICE RATIO; 

COMPUTATION OF HOURS......................... 76 13.10.4 JOURNEYMAN/APPRENTICE RATIO............ 76 13.10.4.1 Apprenticeable Craft or Trade .......... 76 13.10.5 RATIO EXEMPTION .................................... 77 13.10.6 APPRENTICE FUND .................................... 77 13.10.7 PRIME CONTRACTOR COMPLIANCE........... 77 13.10.8 DECISIONS OF JOINT APPRENTICESHIP 

COMMITTEE ............................................... 77 13.10.9 NO BIAS ..................................................... 77 13.10.10 VIOLATION OF LABOR CODE...................... 77 13.11 ASSIGNMENT OF ANTITRUST CLAIMS ... 78 13.11.1 APPLICATION ............................................. 78 13.11.2 ASSIGNMENT OF CLAIM............................. 78 13.12 AUDIT.............................................................. 78

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13.13 STORM WATER DISCHARGE PERMIT .......79 ARTICLE 14 TERMINATION OR SUSPENSION    OF THE CONTRACT......................................79 14.1 TERMINATION BY THE CONTRACTOR    FOR CAUSE ....................................................79 14.2 TERMINATION BY THE OWNER FOR 

CAUSE..............................................................79 14.2.1 GROUNDS FOR TERMINATION............................79 14.2.2 NOTIFICATION OF TERMINATION.......................80 14.2.3 PAYMENTS WITHHELD .......................................80 14.2.4 PAYMENTS UPON COMPLETION.........................80 14.2.5 INCLUSION OF TERMINATION FOR    CONVENIENCE....................................................80 14.3 SUSPENSION OR TERMINATION BY    THE OWNER FOR CONVENIENCE .............80 14.3.1 SUSPENSION BY OWNER ....................................80 14.3.1.1 Adjustments ..........................................80 14.3.1.2 Adjustments for Fixed Cost...................81 14.3.2 TERMINATION BY THE OWNER FOR    CONVENIENCE....................................................81 14.4 NOT A WAIVER ...............................................81 14.5 MUTUAL TERMINATION FOR 

CONVENIENCE...............................................81 14.6 EARLY TERMINATION..................................81

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ARTICLE 1 GENERAL CONDITIONS 

 1.1  BASIC DEFINITIONS  1.1.1  THE CONTRACT DOCUMENTS  The “Contract Documents” consist of the Lease‐Leaseback Agreement between Owner and Contractor (the “Agreement”), Conditions  of  the Contract  (General,  Supplementary  and  other Conditions), Drawings, Specifications, addenda, Payment Bond, Performance Bond, the Site Lease, the Sublease, required insurance certificates,  additional  insured  endorsement  and  declarations  page,  list  of    proposed  subcontractors, Noncollusion Declaration, Roof Project Certification (where applicable), Sufficient Funds Declaration (Labor Code section 2810) and the Fingerprinting Notice and Acknowledgment and Independent Contractor Student Contact Form, other documents referred to in the Agreement, and Modifications issued after execution of the Agreement.  A Modification is a written amendment to the Contract signed by both parties, a Change Order, a Construction Change Directive, or a written order for a minor change in the Work issued by the Owner.  The Contract Documents are complementary, and each obligation of the Contractor, Subcontractors, and material or equipment suppliers in any one shall be binding as if specified in all.  1.1.2  THE CONTRACT  The Contract Documents form the Contract.  The “Contract” represents the entire and integrated agreement between the parties and supersedes prior negotiations, representations, or agreements, either written or oral.  The Contract may be amended or modified only by a written Modification.  The Contract Documents shall not be construed  to create a contractual relationship of any kind between  the Architect and Contractor, between the Owner and any Subcontractor or Sub‐subcontractor, or between any persons or entities other than  the Owner and  the Contractor.   The  terms of  the Contract shall not be waived, altered, modified, supplemented or amended in any manner whatsoever except by written agreement signed by the parties and approved or ratified by the Owner’s Governing Board.    1.1.3  THE WORK  The “Work” shall include all labor, materials, services and equipment necessary for the Contractor to fulfill all of its obligations pursuant to the Contract Documents including but not limited to punch list items.  It shall include the initial obligation of any Contractor or Subcontractor, who performs any portion of the Work, to visit  the  Site  of  the  proposed Work with  Owner’s  representatives,  a  continuing  obligation  after  the commencement of the Work to fully acquaint and familiarize itself with the conditions as they exist and the character of the operations to be carried on under the Contract Documents, and make such investigation as it may see fit so that it shall fully understand the facilities, physical conditions, and restrictions attending the Work under the Contract Documents.  Each such Contractor or Subcontractor shall also thoroughly examine and become familiar with the Drawings, Specifications, and associated bid documents.  The “Site” refers to the grounds of the Project as defined in the Contract Documents and such adjacent lands as may be directly affected by the performance of the Work.  The Work shall constitute a “work of improvement” under Civil Code section 8050 and Public Contract Code section 7107.  The Work includes all labor, materials, services and material for which Contractor receives compensation from any source, whether The Peery Foundation or the Owner.   

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1.1.4  THE PROJECT  The “Project” is the total construction of the Work performed in accordance with the Contract Documents in whole or in part and which may include construction by the Owner or by separate contractors.  The Project includes all construction of the Work for which Contractor receives compensation from any source, whether The Peery Foundation or the Owner.  The Project includes everything required by the design of the Palo Alto High School Indoor Physical Education and Athletic Facilities Project.      1.1.5  THE DRAWINGS  The “Drawings” are graphic and pictorial portions of the Contract Documents prepared for the Project and approved changes thereto, wherever located and whenever issued, showing the design, location, and scope of the Work, generally  including plans, elevations, sections, details, schedules, and diagrams as drawn or approved by the Architect.  1.1.6  THE SPECIFICATIONS  The “Specifications” are that portion of the Contract Documents consisting of the written requirements for material, equipment, construction systems, instructions, quality assurance standards, workmanship, and performance of related services.  1.1.7  THE PROJECT MANUAL  The “Project Manual” is the volume usually assembled for the Work which may include, without limitation, the bidding requirements, sample forms, Agreement, Conditions of the Contract, and Specifications.  1.1.8  OR  “Or” shall include “and/or.”  1.1.9  COMPLETION  Statutory definitions of “completion” and “complete” shall apply for those statutory purposes.   For the purpose of actual damages for delay occurring after achievement of substantial completion, “completion” and “complete” mean the point in the Project where (1) Contractor has fully and correctly performed all Work in all parts and requirements, including corrective and punch list work, and (2) Owner’s representatives have conducted a final inspection that confirmed this performance.  For the purpose of liquidated damages for delay  and  the  commencement  of  warranty  periods,  “completion”  and  “complete”  mean  substantial completion, which shall mean, at a minimum, full use and occupancy by the District of all of the Work and at least 90% completion of every element of the Work (including but not limited to landscaping and _______).    1.1.10   THE PEERY FOUNDATION  “The Peery Foundation” means The Peery Foundation located at 2390 El Camino Real, Suite 260, Palo Alto, CA  94306, which will be donating $23,443,720 to the District for use in payment of the Project’s guaranteed maximum price (“GMP”) pursuant to the Agreement.   

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1.2  EXECUTION, CORRELATION AND INTENT  1.2.1  CORRELATION AND INTENT    1.2.1.1  Documents Complementary and Inclusive.   The Contract Documents are complementary and are intended to include all items required for the proper execution and completion of the Work.  Any item of work mentioned in the Specifications and not shown on the Drawings, or shown on the Drawings and not mentioned  in the Specifications, shall be provided by Contractor as  if shown or mentioned  in both.  Contractor shall retain right to determine the Architect’s intent when a conflict between the Specifications and Drawings is encountered and when such conflict meets none of the  nine conditions specified in the last paragraph of Article 10 of the Agreement, subject to the other provisions of Article 10.    1.2.1.2  Coverage of the Drawings and Specifications.   The Drawings and Specifications generally describe the work to be performed by Contractor.  Generally, the Specifications describe work which cannot be readily indicated on the Drawings and indicate types, qualities, and methods of installation of the various materials and equipment required for the Work.  It is not intended to mention every item of Work in the Specifications, which can be adequately shown on the Drawings, or to show on the Drawings all items of Work described or required by the Specifications even if they are of such nature that they could have been shown.   All materials or  labor  for Work, which  is  shown on  the Drawings or  the Specifications  (or  is reasonably inferable therefrom as being necessary to complete the Work), shall be provided by the Contractor whether or not the Work is expressly covered in the Drawings or the Specifications.  It is intended that the Work be of sound, quality construction, and the Contractor shall be responsible for the inclusion of adequate amounts to cover installation of all items indicated, described, or implied in the portion of the Work to be performed by Contractor.    1.2.1.3  Conflicts. Without limiting Contractorʹs obligation to identify conflicts for resolution by the Owner, it is intended that the more stringent, higher quality, and greater quantity of Work shall apply for any conflict within the Contract Documents.    1.2.1.4  Conformance With Laws.   Each and every provision of law required by law to be inserted in this Contract shall be deemed to be inserted herein, and the Contract shall be read and enforced as though it were  included herein, and  if through mistake or otherwise any such provision  is not  inserted, or  is not correctly inserted, then upon application of either party the Contract shall be amended in writing to make such insertion or correction.    Before commencing any portion of the Work, Contractor shall perform a reasonable check and review of  the Drawings  and  Specifications  for  such  portion  for  conformance  and  compliance with  all  laws, ordinances, codes, rules and regulations of all governmental authorities and public utilities affecting the construction and operation of the physical plant of the Project, all quasi‐governmental and other regulations affecting the construction and operation of the physical plant of the Project, and other special requirements, if any, designated  in the Contract Documents.   In the event Contractor observes any violation of any  law, ordinance, code, rule or regulation, or inconsistency with any such restrictions or special requirements of the Contract Documents, Contractor shall promptly notify Owner in writing of same and shall ensure that any such violation or inconsistency shall be corrected in the manner provided hereunder prior to the construction of that portion of the Project.  Where requirements of the Contract Documents exceed those of the applicable building codes and ordinances, the Contract Documents shall govern.   Contractor shall comply with all applicable Federal, State  and  local  laws.   By performance of  this  cursory  review of  the Drawings and Specifications,  the Contractor makes  no  claims, written  or  inferred,  that Contractor  has  reviewed  the 

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Drawings and Specifications for full conformance and compliance with all laws, ordinances, codes, rules and regulations of all governmental authorites and public utilities affecting the construction and operation of the Project, and as such, assumes no responsibility that the Drawings and Specifications are in compliance with the aforementioned entities.  Contractor shall not be required to assume responsibility for the completeness or accuracy of the architectural or engineered plans and specifications.      1.2.1.5  Ambiguity.   Before commencing any portion of the Work, Contractor shall carefully examine all Drawings and Specifications and other information given to Contractor as to materials and methods of construction and other Project requirements.  Contractor shall immediately notify Owner in writing of any perceived or alleged error, inconsistency, ambiguity, or lack of detail or explanation in the Drawings and Specifications in the manner provided herein.  If the Contractor or its Subcontractors, material or equipment suppliers, or any of their officers, agents, and employees performs, permits, or causes the performance of any Work under the Contract Documents, which it knows to be in error, Contractor shall bear any and all costs arising therefrom including, without limitation, the cost of correction thereof without increase or adjustment to the GMP or the time for performance. (“GMP” shall mean the Guaranteed Maximum Price [“GMP”] described in the Agreement for the Project.)  If Contractor performs, permits, or causes the performance of any Work under the Contract Documents prepared by or on behalf of Contractor which is in error, Contractor shall bear any and all resulting costs, including, without limitation, the cost of correction, without increase to or adjustment in the GMP or the time for performance.  Notwithstanding the above, Contractor shall have the right to perform any work related to an ambiguity in the Drawings or Specifications without risk of penalty, so long as the work performed is in compliance with all applicable Codes, meets none of the nine conditions in the last paragraph of Article 10 of the Agreement, and otherwise conforms with the provisions of Article 10.    1.2.1.6  Execution.   Execution of the Agreement Between Owner and Contractor by the Contractor is a representation that the Contractor has visited the site, become familiar with the local conditions under which the Work is to be performed and has correlated personal observations with the requirements of the Contract Documents.   Contractor assumes no liability for any existing buried, undocumented, or unknown site conditions or constraints.  1.2.2  ADDENDA AND DEFERRED APPROVALS    1.2.2.1  Addenda.   Subsequent addenda issued shall govern over prior addenda only to the extent specified.  In accordance with Title 24, California Code of Regulations, addenda shall be approved by the Division of the State Architect (“DSA”).    1.2.2.2  Deferred Approvals.   The requirements approved by the DSA on any item submitted as a deferred approval in accordance with Title 24, California Code of Regulations, shall take precedence over any previously issued addenda, drawing or specification.  1.2.3  SPECIFICATION INTERPRETATION    1.2.3.1  Titles.   The Specifications are separated into titled sections for convenience only and not to dictate or determine the trade or craft involved.  Organization of the Specifications into divisions, sections and articles, and arrangement of Drawings shall not control the Contractor in dividing the Work among Subcontractors or in establishing the extent of work to be performed by any trade.    1.2.3.2  As Shown, Etc.   Where “as shown,” “as indicated,” “as detailed,” or words of similar import are used, reference is made to the Drawings accompanying the Specifications unless otherwise stated.  Where 

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“as directed,” “as required,” “as permitted,” “as authorized,” “as accepted,” “as selected,” or words of similar import are used, the direction, requirement, permission, authorization, approval, acceptance, or selection by Architect is intended unless otherwise stated.    1.2.3.3  Provide.   “Provide” means “provided complete in place,” that is, furnished, installed, tested, and ready for operation and use.    1.2.3.4  General Conditions.   The General Conditions and any supplementary general conditions are a part of each and every section of the Specifications.    1.2.3.5  Abbreviations.   In the interest of brevity, the Specifications are written in an abbreviated form and may not include complete sentences.  Omission of words or phrases such as “Contractor shall,” “shall be,” etc., are intentional. Nevertheless, the requirements of the Specifications are mandatory.  Omitted words or phrases shall be supplied by inference in the same manner as they are when a “note” occurs on the Drawings.    1.2.3.6  Plural.   Words in the singular shall include the plural whenever applicable or the context so indicates.    1.2.3.7  Metric.   The Specifications may indicate metric units of measurement as a supplement to U.S. customary units.  When indicated thus:  1” (25 mm), the U. S. customary unit is specific, and the metric unit is nonspecific.  When not shown with parentheses, the unit is specific.  The metric units correspond to the “International System of Units” (SI) and generally follow ASTM E 380, “Standard for Metric Practice.”    1.2.3.8  Standard Specifications.   Any reference to standard specifications of any society, institute, association, or governmental authority is a reference to the organization’s standard specifications, which are in effect as of the date the Notice to Bidders is first published.  If applicable specifications are revised prior to completion of any part of the Work, the Contractor may, if acceptable to Owner and Architect, perform such Work in accordance with the revised specifications.  The standard specifications, except as modified in the Specifications for the Project, shall have full force and effect as though printed in the Specifications.  Architect will furnish, upon request, information as to how copies of the standard specifications referred to may be obtained.    1.2.3.9  Absence of Modifiers.   In the interest of brevity, the Contract Documents frequently omit modifying words such as “all” and “any” and articles such as “the” and “an,” but the fact that a modifier or an article is absent from one statement and appears in another is not intended to affect the interpretation of either statement.  1.3  OWNERSHIP AND USE OF ARCHITECT’S DRAWINGS, SPECIFICATIONS AND OTHER 

DOCUMENTS  The Drawings, Specifications, and other documents prepared on behalf of the Owner are instruments of the services of the Architect and its consultants and are the property of the Owner.  The Contractor and their Subcontractors may retain their own contract record sets.  Neither the Contractor nor any Subcontractor, Sub‐subcontractor,  or  material  or  equipment  supplier  shall  own  or  claim  a  copyright  in  the  Drawings, Specifications, and other documents prepared by the Architect, and unless otherwise indicated the Architect shall be deemed the author of them.  All reasonably available copies of them, excluding the Contractor’s and Subcontractors’ record sets, shall be returned or suitably accounted for to the Owner, upon request upon 

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completion of the Work.  The Drawings, Specifications, and other documents prepared by the Architect, and copies thereof furnished to the Contractor, are for use solely with respect to this Project.  They are not to be used by the Contractor or any Subcontractor, Sub‐subcontractor, or material or equipment supplier on other projects or for additions to this Project outside the scope of the Work without the specific written consent of the Owner and the Architect.  The Contractor, Subcontractors, Sub‐subcontractors, and material or equipment suppliers  are  granted  a  limited  license  to  use  and  reproduce  applicable  portions  of  the  Drawings, Specifications, and other documents prepared by the Architect appropriate to and for use in the execution of their Work under the Contract Documents.  Submittal or distribution to meet official regulatory requirements or for other purposes in connection with this Project is not to be construed as publication in derogation of the Owner’s property interest or other reserved right.  All copies made under this license shall bear appropriate attribution and  the statutory copyright notice,  if any, shown on  the Drawings, Specifications and other documents prepared by the Architect.  

ARTICLE 2 OWNER 

 2.1  DEFINITION  The  term  “Owner” means  the person or  entity  identified  as  such  in  the Agreement  and  is  referred  to throughout the Contract Documents as if singular in number.  The term “Owner” means the Owner and/or the Owner’s authorized representatives, including but not limited to architects and construction managers.  To the extent the Contract Documents indicate that Owner has assigned duties to particular representatives of the Owner (such as the construction manager), Owner reserves the right at all times to reassign such duties to different Owner representatives.  2.2  INFORMATION AND SERVICES REQUIRED OF THE OWNER  2.2.1  INTENTIONALLY LEFT BLANK  2.2.2  SITE SURVEY  When required by the scope of the Project, the Owner will furnish, at its expense, a legal description or a land survey of the Site, giving, as applicable, grades and lines of streets, alleys, pavements, adjoining property, rights‐of‐way, restrictions, easements, encroachments, zoning, deed restrictions, boundaries, and contours of the Site.  Surveys to determine locations of construction, grading, and site work shall be provided by the Contractor.  2.2.3  SOILS    2.2.3.1  Owner Furnished Services.     When required by the scope of the Project, the Owner will furnish, at its expense, the services of geotechnical engineers or consultants when reasonably required or as required by local or state codes.  Such services with reports and appropriate professional recommendations shall include test boring, test pits, soil bearing values, percolation tests, air and water pollution tests, and ground corrosion and resistivity tests, including necessary operations for determining subsoil, air, and water conditions.    2.2.3.2  Contractor Reliance.   Test borings and soils reports for the Project have been made for the Owner to indicate the subsurface materials that might be encountered at particular locations on the Project.  

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The Owner has made these documents available to the Contractor and the Contractor has studied the results of such test borings and information that it has as to the subsurface conditions and Site geology as set forth in the test borings and soils reports.  The Owner does not assume any responsibility whatsoever with respect to the sufficiency or accuracy of the borings made, or of the logs of the test borings, or of other investigations, or of the soils reports furnished pursuant hereto, or of the interpretations to be made beyond the location or depth of  the borings.   There  is no warranty or guarantee, either express or  implied  that  the conditions indicated by such investigations, borings, logs, soil reports or other information are representative of those existing throughout the site of the Project, or any part thereof, or that unforeseen developments may not occur.   At the Owner’s request, the Contractor shall make available to the Owner the results of any Site investigation, test borings, analyses, studies or other tests conducted by or in the possession of the Contractor of any of its agents.  Nothing herein contained shall be deemed a waiver by the Contractor to pursue any available legal right or remedy it may have at any time against any third party who may have prepared any report and/or test relied upon by the Contractor.    Contractor shall not be deemed liable for any inadequacies, errors, or omissions within the Owner provided reports.  Notwithstanding the above paragraphs, the Owner shall be responsible for any additional costs or delays related to any unforeseen subsurface conditions on the Project site, but Contractor shall remain responsible for any additional costs or delays related to conditions, at or above the surface on the Project. 

 2.2.4  UTILITY SURVEY  When required by the scope of the Project, the Owner will furnish, at its expense, all information regarding known existing utilities on or adjacent to the Site, including location, size, inverts, and depths.  2.2.5  INFORMATION  Upon the request of the Contractor, Owner will make available such existing information regarding utility services and Site features, including existing construction, related to the Project as is available from Owner’s records.  The Contractor may not rely upon the accuracy of any such information, other than that provided under Sections 2.2.2 and 2.2.4 (except that the Contractor may not rely upon and must question in writing to the Owner  and  the Architect  any  information which  appears  incorrect  based  upon  Contractor’s  Site inspection, knowledge of the Project, and prior experience with similar projects), unless specifically stated in writing that the Contractor may rely upon the designated information.  2.2.6  EXISTING UTILITY LINES; REMOVAL, RELOCATION    2.2.6.1  Removal, Relocation.   Pursuant to Government Code section 4215, the Owner assumes the responsibility  for  removal,  relocation,  and  protection  of  utilities  located  on  the  Site  at  the  time  of commencement of construction under this Contract with respect to any such utility facilities which are not identified in the drawings and specifications made part of the invitation to bid.  The Contractor shall not be assessed for liquidated damages for delay in completion of the Project caused by failure of the Owner to provide for removal or relocation of such utility facilities.  Owner shall compensate the Contractor for the costs of  locating, repairing damage not due  to  the  failure of  the Contractor  to exercise reasonable care, removing or relocating such utility facilities, and for equipment necessarily idle during such work.  

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  2.2.6.2  Assessment.   These subparagraphs shall not be construed to preclude assessment against the Contractor for any other delays in completion of the Work.  Nothing in these subparagraphs shall be deemed to require the Owner to indicate the presence of existing service laterals or appurtenances whenever the presence of such utilities on the Site can be inferred from the presence of other visible facilities, such as buildings, or meter junction boxes on or adjacent to the Site.    2.2.6.3  Notification.   If the Contractor, while performing work under this Contract, discovers utility facilities not identified by the Owner in the Contract plans or specifications, Contractor shall immediately notify the Owner and the utility in writing.    2.2.6.4  Underground Utility Clearance.   It shall be Contractor’s sole responsibility to timely notify all public and private utilities serving the Site prior to commencing work.  The Contractor shall notify and receive clearance  from any cooperative agency, such as Underground Service Alert,  in accordance with Government Code section 4216, et seq.  Contractor shall promptly provide a copy of all such notifications to the Owner.  2.2.7  EASEMENTS  Owner  shall  secure and pay  for easements  for permanent  structures or permanent  changes  in existing facilities, if any, unless otherwise specified in the Contract or Contract Documents.  2.2.8  REASONABLE PROMPTNESS  Information or services under Owner’s control will be furnished by the Owner with reasonable promptness.  The Owner shall not be liable for any delays caused by factors beyond the Owner’s control including but not limited to DSA’s or any other local, State or federal agency’s review of bids, change order requests, RFI’s or any other documents.  2.2.9  COPIES FURNISHED  Contractor shall obtain from the Owner, Architect and/or The Peery Foundation such copies of Drawings, Specifications and Project Manuals as are stated in the Contract Documents, including electronic copies of all drawings in PDF and DWG formats.  Where required, Contractor shall provide written waiver fee release of DWG files from the drawing originator.  2.2.10  DUTIES CUMULATIVE  The foregoing are in addition to other duties and responsibilities of the Owner enumerated herein, and especially those in Article 6 (Construction by Owner or by Separate Contractors), Article 9 (Payments and Completion), and Article 11 (Insurance and Bonds).  2.3  OWNER’S RIGHT TO STOP THE WORK  If the Contractor fails to correct Work which is not in accordance with the requirements of the Contract Documents, or persistently fails to carry out Work in accordance with the Contract Documents, the Owner, after providing Notice pursuant to paragraph 2.4, may order the Contractor to stop the Work or any portion thereof, until the Contractor corrects the deficiencies.  The right of the Owner to stop the Work shall not give   

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rise to a duty on the part of the Owner to exercise this right for the benefit of the Contractor or any other person or entity, except to the extent required by Article 6.  2.4  OWNER’S RIGHT TO CARRY OUT THE WORK  If the Contractor fails or refuses to carry out the Work in accordance with the Contract Documents, Owner may correct such deficiencies by whatever reasonable method the Owner may deem expedient without prejudice to other remedies the Owner may have, including but not limited to having another contractor perform some or all of the Work without terminating the Contract with Contractor.  Owner may exercise this right at any time during the Contractor’s Work.    Owner shall first provide written notice to Contractor of Contractor’s failure or refusal to perform.  The notice will provide  the  time period within which Contractor must begin correction of  the  failure or refusal  to perform.  If the Contractor fails to begin correction within the stated time, or fails to continue correction, the Owner may proceed to correct the deficiencies.  In the event the Owner bids the work, Contractor shall not be eligible  for  the award of  the contract.   The Contractor may be  invoiced  the cost  to Owner of  the work, including compensation for additional professional and internally generated services and expenses made necessary by Contractor’s failure or refusal to perform.  Owner may withhold that amount from the retention, or sublease payments due the Contractor, pursuant to Section 9.5.  If retention and payments withheld then or thereafter due the Contractor are not sufficient to cover that amount, the Contractor shall pay the difference to the Owner.   

ARTICLE 3 THE CONTRACTOR 

 3.1  DEFINITION  The Contractor is the person or entity identified as such in the Agreement and is referred to throughout the Contract Documents  as  if  singular  in  number.    The  term  “Contractor” means  the  Contractor  or  the Contractor’s authorized representative.  To the extent that any portion of the Work is provided with the Contractor’s own forces, any reference to Subcontractors shall be equally applicable to the Contractor.   3.2 SUPERVISION AND CONSTRUCTION PROCEDURES  3.2.1  CONTRACTOR  The Contractor shall supervise and direct the Work using the Contractor’s best skill and attention, which shall meet or exceed the standards in the industry. The Contractor shall be solely responsible for and have control over construction means, methods, techniques, sequences, procedures, and coordinating all portions of the Work under  the Contract, unless Contract Documents give other specific  instructions concerning  these matters.  If any of the Work is performed by contractors retained directly by the Owner, Contractor shall be responsible for the coordination and sequencing of the Work of those other contractors so as to avoid any impact on the Project Schedule pursuant to the requirements of Article 6.  Specific duties of the Contractor shall be in accordance with Title 24 of the California Code of Regulations.  Contractor shall fully comply with any and all reporting requirements of Education Code sections 17309 and 81141 in the manner prescribed by Title 24.  

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If District approval is required for the Work to deviate from the design (see the last paragraph of Article 10 of the Agreement), Contractor shall not perform such change in the Work unless approved by the District in writing.  If any work, whether part of the Contract Work or otherwise, is performed by the Owner or the Owner’s directly‐hired  vendors,  the  Owner  and  its  direct  hires  shall  indemnify  Contractor  for  any  liability surrounding the Owner’s and its direct hires’ work.   Contractor shall not be responsible for any repair or out of  sequence work  resulting  from Owners or  its direct hires’  involvement  in  this Project.   Furthermore, Contractor will not be held accountable  for any Project delays  resulting  from  the Owner’s direct hires’ inability to perform their work in accordance with the Contractor’s schedule.  3.2.2  CONTRACTOR RESPONSIBILITY  The Contractor shall be responsible to the Owner for acts and omissions of the Contractor’s employees, Subcontractors, material and equipment suppliers, and their agents, employees, invitees, and other persons performing  portions  of  the Work  under  direct  or  indirect  contract with  the  Contractor  or  any  of  its Subcontractors.  3.2.3  OBLIGATIONS NOT CHANGED BY ARCHITECT’S ACTIONS  The Contractor shall not be relieved of obligations to perform the Work in accordance with the Contract Documents by  the activities or duties of  the Owner’s  representatives,  including but not  limited  to any construction manager and the Architect, or the Inspector of Record; or by tests, inspections, or approvals required or performed by persons other than the Contractor.  3.2.4  CONTRACTOR RESPONSIBILITY FOR READINESS FOR WORK  The Contractor shall be responsible for inspection of Work already performed under the Contract Documents to determine that such portions are in proper condition to receive subsequent work.  3.2.5   PROJECT MEETINGS  Contractor shall conduct Project meetings weekly, or as otherwise instructed by Owner, to discuss the current status of the Project and the future progress of the Work.  Contractor shall have five (5) days after receipt of Owner’s Project meeting minutes to provide written objections and suggested corrections.   3.3  SUPERINTENDENT  3.3.1  FULL TIME SUPERINTENDENT  The Contractor shall provide a competent superintendent and assistants as necessary, all of whom shall be reasonably proficient in speaking, reading and writing English and, who shall be in attendance at the Project site during performance of  the Work.   The  superintendent  shall  represent  the Contractor,  and written communications given to the superintendent shall be as binding as if given to the Contractor.     

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3.3.2  STAFF  The Contractor and each Subcontractor shall: furnish a competent and adequate staff as necessary for the proper administration, coordination, supervision, and superintendence of its portion of the Work; organize the procurement of all materials and equipment so that the materials and equipment will be available at the time they are needed for the Work; and keep an adequate force of skilled workers on the job to complete the Work in accordance with all requirements of the Contract Documents.  3.3.3  RIGHT TO REMOVE  Owner  shall  have  the  right,  but  not  the  obligation,  to  require  the  removal  from  the  Project  of  any superintendent, staff member, agent, or employee of any Contractor, Subcontractor, material or equipment supplier, etc., for cause.   3.4  LABOR AND MATERIALS  3.4.1  CONTRACTOR TO PROVIDE  Unless otherwise provided  in  the Contract Documents,  the Contractor shall provide and pay  for  labor, material, equipment, tools, construction equipment and machinery, water, heat, utilities, transportation, and other facilities and services necessary for proper execution and completion of the Work whether temporary or permanent and whether or not incorporated or to be incorporated in the Work.  3.4.2  QUALITY  Unless otherwise specified, all materials and equipment to be permanently installed in the Project shall be new and shall be of such quality as  required  to satisfy  the standards of  the Contract Documents.   The Contractor shall, if requested, promptly furnish satisfactory evidence as to kind and quality of all materials and equipment.  All labor shall be performed by workers skilled in their respective trades, and the quality of their work shall meet whichever is the higher standard for their work:  the standard in the industry or the standard in the Contract Documents.  3.4.3  REPLACEMENT  Any work, materials, or equipment, which does not conform to these standards may be disapproved and rejected by the Owner, in which case, they shall be removed and replaced by the Contractor at no cost to the Owner.  3.4.4  DISCIPLINE  The Contractor shall enforce strict discipline and good order among the Contractor’s employees and other persons  carrying  out  the  Contract  in  accordance with  paragraph  5.5.1  including,  but  not  limited  to, Subcontractors, and material or equipment suppliers retained for the Project.  3.5  WARRANTY  For the period of one (1) year after completion of the Work (see Sections 9.7.1 and 12.2.5), the Contractor warrants to the Owner that material and equipment furnished under the Contract will be of good quality and 

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new unless otherwise required or permitted by the Contract Documents, that the Work will be free from defects  not  inherent  in  the  quality  required  or  permitted,  and  that  the Work will  conform with  the requirements  of  the  Contract  Documents.    Work  not  conforming  to  these  requirements,  including substitutions not properly approved and authorized, may be considered defective.  The Contractor’s warranty does not cover damage or defect caused by abuse, modifications not executed by the Contractor, improper or insufficient maintenance, improper operation, or normal wear and tear under normal usage.  If required by the Owner, the contractor shall furnish satisfactory evidence as to the kind and quality of materials and equipment.   3.6  TAXES  Contractor will pay all applicable Federal, State, and local taxes on all materials, labor, or services furnished by it, and all taxes arising out of its operations under the Contract Documents.  Owner is exempt from Federal Excise Tax, and a Certificate of Exemption shall be provided upon request.   3.7  PERMITS, FEES AND NOTICES  3.7.1  PAYMENT  The Owner shall secure and pay for all permits and governmental fees, licenses, and inspections necessary for proper execution and completion of the Work which are customarily secured after execution of the Contract and are legally required by any authority having jurisdiction over the Project, except those required by the Division of the State Architect (DSA).  Owner shall be responsible for all testing and inspection as required by the DSA on‐Site or within the distance limitations set forth in paragraph 13.5.2, unless a different mileage range is specified in the Contract Documents.  Notwithstanding the above, Contractor will be responsible for the submission and procurement of any DSA‐deferred permit items as noted in the Contract Documents, and Contractor shall pay any fees associated with these deferred permit items, but such fees will reimbursed by the Owner.   3.7.2  COMPLIANCE  The Contractor shall comply with and give notices required by any law, ordinance, rule, regulation, and lawful order of public authorities bearing on performance of the Work.  3.7.3  CONTRACT DOCUMENTS  It is not the Contractor’s responsibility to ascertain that the Contract Documents are in accordance with any applicable law, statute, ordinance, building codes, rule, or regulation. However, if the Contractor knew, or should have known, or observes  that portions of  the Contract Document are at variance  therewith,  the Contractor  shall promptly notify  the Architect,  any  construction manager,  and Owner  in writing,  and necessary changes shall be accomplished by appropriate modification.  3.7.4  RESPONSIBILITY  If  the Contractor performs Work  that  it knows, or  should have known,  is contrary  to any  law, statute, ordinance, building code, rule or regulation, the Contractor shall assume full responsibility for such Work, for all delays attributable thereto, and shall bear the attributable cost of correction or Project delay.  

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3.8  ALLOWANCES  3.8.1  CONTRACT  The Contractor shall include in the GMP all allowances stated in the Contract Documents.  Items covered by allowances shall be supplied for such amounts and by such persons or entities as the Owner may direct, but the Contractor shall not be required  to employ persons or entities against whom  the Contractor makes reasonable and timely objection.  3.8.2  SCOPE    3.8.2.1  Prompt Selection.   Materials and equipment under an allowance shall be selected promptly by the Owner to avoid delay to the Work.    3.8.2.2  Cost.     Allowances  shall  cover  the  cost  to  the Contractor  of materials  and  equipment delivered at the Site and all required taxes, less applicable trade discounts, etc., as delineated in paragraph 7.7.4.    3.8.2.3  Cost Included in GMP.   Contractor’s costs for unloading and handling at the Site, labor, installation costs, overhead, profit, and other expenses contemplated for stated allowance amounts shall be included in the GMP and not in the allowances.    3.8.2.4  GMP Adjustment.   Whenever costs are more than or less than allowances, the GMP shall be adjusted accordingly by Change Order.  The amount of the Change Order shall reflect the difference between actual cost and  the allowances under paragraph 3.8.2.2 and  the change  in  the Contractor’s costs under paragraph 3.8.2.3.  3.9  CONTRACTOR’S CONSTRUCTION SCHEDULES  3.9.1  REQUIREMENTS  Unless otherwise  stated  in Division  1 of  the Specifications,  the Contractor, within  two  (2) weeks  after executing the Contract, shall prepare and submit for the Owner’s information the construction schedule for the Work, which shall conform to the Contract Documents’ requirements.    Contractor shall submit updated schedules not  less than quarterly that will include an accurate as‐built schedule and the current as‐planned schedule, both of which shall conform to the Contract Documents’ requirements. Contractor shall also submit 3‐week look‐ahead schedules at the weekly Project meetings for the District’s site coordination purposes.   The schedule and updates shall conform, at a minimum, to industry standards for critical path scheduling and to facilitate Owner’s Project management and evaluation of Contractor Claims for additional money or time, and shall  include the deadlines for both substantial completion and full and final completion (see Section 1.1.9, above).    If, in the Owner’s opinion, the Contractor is not prosecuting the Work at a rate sufficient to meet the Project schedule, a contractual milestone or the Project completion date (as adjusted by change orders) or if the Contractor’s actual progress falls behind the Project schedule or it is apparent to Owner or Contractor that 

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Contractor will not meet contractual milestones or the Project completion date (as adjusted by change orders), the Owner may require that the Contractor prepare and submit a recovery plan.  Contractor must submit a recovery plan within seven (7) days of a demand for the plan, unless a different time period is stated in Division 1 of the Specifications.  At a minimum, the recovery plan must include a revised schedule that gets the Work back on schedule and completes all Work by the contractual milestones and Project completion date (as adjusted by change orders) or by other dates Owner specifies in the demand for a recovery plan.  The recovery plan shall state the corrective actions Contractor will undertake to implement it.  The recovery plan shall also list any additional money that Contractor believes it should receive if Owner orders Contractor to fully or partially implement the recovery plan.  If the Owner orders Contractor to implement the recovery plan, Contractor shall do so, but the order shall not act constitute an admission by Owner that Contractor is entitled to additional money.  To recover additional money, Contractor must comply with General Conditions Articles 4.5, 7 and 8.     

 3.9.2  DSA OVERSIGHT PROCESS  In connection with the DSA Construction Oversight Process, which includes the use of inspection cards and review of changes to the DSA‐approved construction documents, the Contractor must (a) include specific tasks in its baseline schedule to take into account these procedures since they are critical path issues; and (b) include a reasonable amount of float in the baseline schedule to accommodate the additional time required by these DSA procedures.  3.9.3  FAILURE TO MEET REQUIREMENTS  Failure of the Contractor to provide proper schedules may  constitute either grounds to withhold, in whole or in part,  sublease payments  to  the Contractor, or a breach of contract allowing Owner  to  terminate  the Contract.   3.10  DOCUMENTS AND SAMPLES AT THE SITE  The Contractor shall maintain at the Site for the Owner one applicable copy of Titles 19 and 24 and record copy of the Drawings, Specifications, Addenda, Change Orders, and other Modifications, in good order and marked currently to record changes and selections made during construction.  In addition, the Contractor shall maintain at the Site approved Shop Drawings, Product Data, Samples, and similar required submittals.  These documents shall be available to the Owner and shall be delivered to the Owner upon completion of the Work, if reqested.  3.11  SHOP DRAWINGS, PRODUCT DATA, AND SAMPLES  3.11.1 SUBMITTALS DEFINED 

   3.11.1.1 Shop Drawings.   The term “shop drawings” as used herein means drawings, diagrams, schedules, and other data, which are prepared by Contractor, Subcontractors, manufacturers, suppliers, or distributors illustrating some portion of the Work, and includes: illustrations; fabrication, erection, layout and setting drawings; manufacturer’s standard drawings; schedules; descriptive literature, instructions, catalogs, and brochures; performance and  test data  including charts; wiring and control diagrams; and all other drawings and descriptive data pertaining to materials, equipment, piping, duct and conduit systems, and methods of construction as may be required to show that the materials, equipment, or systems and their position conform to the requirements of the Contract Documents.  The Contractor shall obtain and submit 

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with  the  shop  drawings  all  seismic  and  other  calculations  and  all  product  data  from  equipment manufacturers.  “Product data” as used herein are illustrations, standard schedules, performance charts, instructions, brochures, diagrams, and other information furnished by the Contractor to illustrate a material, product, or system  for some portion of  the Work.   As used herein,  the  term “manufactured” applies  to standard units usually mass‐produced, and “fabricated” means items specifically assembled or made out of selected materials to meet individual design requirements.  Shop drawings shall: establish the actual detail of all manufactured or fabricated items, indicate proper relation to adjoining work, amplify design details of mechanical and electrical systems and equipment in proper relation to physical spaces in the structure, and incorporate minor changes of design or construction to suit actual conditions.    3.11.1.2 Samples.   The term “samples” as used herein are physical examples furnished by Contractor to illustrate materials, equipment, or quality and includes natural materials, fabricated items, equipment, devices, appliances, or parts thereof as called for in the Specifications, and any other samples as may be required  by  the Owner  to  determine whether  the  kind,  quality,  construction,  finish,  color,  and  other characteristics of the materials, etc., proposed by the Contractor conform to the required characteristics of the various parts of the Work.  All Work shall be in accordance with the approved samples.    3.11.1.3 Contractor’s Responsibility.     Contractor shall obtain and shall submit to Architect and Owner all required shop drawings and samples with such promptness as to cause no delay in its own Work or in that of any other contractor, Owner or subcontractor. No extensions of time will be granted to Contractor or any Subcontractor because of its failure to have shop drawings and samples submitted in accordance with the Schedule.     3.11.1.4 Extent of Review.   In reviewing shop drawings, the Owner will not verify dimensions and field conditions.   The Architect will review and approve shop drawings, product data, and samples for aesthetics and for conformance with the design concept of the Work and the information given in the Contract Documents.  The Architect’s review shall neither be construed as a complete check nor relieve the Contractor, Subcontractor, manufacturer, fabricator, or supplier from responsibility for any deficiency that may exist or from any departures or deviations from the requirements of the Contract Documents unless the Contractor has, in writing, called the Architect’s attention to the deviations at the time of submission and the Architect has given specific written approval.  The Architect’s review shall not relieve the Contractor or Subcontractors from responsibility for errors of any sort in shop drawings or schedules, for proper fitting of the Work, or from the necessity of furnishing any Work required by the Contract Documents, which may not be indicated on shop drawings when reviewed.  Contractor and Subcontractors shall be solely responsible for determining any quantities, whether or not shown on the shop drawings.  3.11.2  DRAWING SUBMISSION PROCEDURE    3.11.2.1 Transmittal Letter and Other Requirements.   All shop drawings must be properly identified with the name of the Project and dated, and each lot submitted must be accompanied by a letter of transmittal referring to the name of the Project and to the Specification section number for identification of each item clearly  stated  in  narrative  form.    Shop  drawings,  for  each  section  of  the Work,  shall  be  numbered consecutively, and  the numbering system shall be  retained  throughout all  revisions.   All Subcontractor submissions shall be made through the Contractor.  Each drawing shall have a clear space for the stamps of Architect and Contractor.  Only shop drawings required to be submitted by the Contract Documents shall be reviewed.  

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  3.11.2.2 Copies Required.   Subcontractor shall submit copies,  in an amount as requested by  the Contractor, of: manufacturers’ descriptive data for materials, equipment, and fixtures,  including catalog sheets showing dimensions, performance, characteristics, and capacities; wiring diagrams and controls; schedules; all seismic calculations and other calculations; and other pertinent information as required.    3.11.2.3 Corrections.   The Contractor shall make any corrections required by Architect and shall resubmit as required by Architect the required number of corrected copies of shop drawings or new samples until approved.  Contractor shall direct specific attention in writing or on resubmitted shop drawings to revisions other than the corrections required by the Architect on previous submissions.  Professional services required for more than one (1) re‐review of required submittals of shop drawings, product data, or samples are subject to charge to the Contractor pursuant to paragraph 4.4.    3.11.2.4 Approval Prior to Commencement of Work.     No portion of  the Work requiring a shop drawing or sample submission shall be commenced until the submission has been reviewed by Owner and approved by Architect unless specifically directed in writing by the Owner.  All such portions of the Work shall be in accordance with approved shop drawings and samples.  3.11.3  SAMPLE SUBMISSIONS PROCEDURE    3.11.3.1  Samples Required.      In  case  a  considerable  range  of  color,  graining,  texture,  or  other characteristics may be anticipated  in  finished products, a sufficient number of samples of  the specified materials shall be furnished by the Contractor to indicate the full range of characteristics, which will be present in the finished products; and products delivered or erected without submittal and approval of full range samples shall be subject to rejection.  Except for range samples, and unless otherwise called for in the various sections of the Specifications, samples shall be submitted in duplicate.  All samples shall be marked, tagged, or otherwise properly identified with the name of the submitting party, the name of the Project, the purpose for which the samples are submitted, and the date and shall be accompanied by a letter of transmittal containing similar information, together with the Specification section number for identification of each item.  Each tag or sticker shall have clear space for the review stamps of Contractor and Architect.    3.11.3.2 Labels and Instructions.   Samples of materials, which are generally furnished in containers bearing the manufacturers’ descriptive labels and printed application instructions, shall, if not submitted in standard containers, be supplied with such labels and application instructions.    3.11.3.3 Architect’s Review.   The Architect will review and, if appropriate, approve submissions and will return them to the Contractor with the Architect’s stamp and signature applied thereto, indicating the appropriate action in compliance with the Architect’s standard procedures.    3.11.3.4 Record Drawings and Annotated Specifications.   The Contractor will prepare and maintain on a current basis an accurate and complete set of as‐built drawings showing clearly all changes, revisions, and substitutions during construction, including, without limitation, field changes and the final location of all mechanical equipment, utility lines, ducts, outlets, structural members, walls, partitions, and other significant features, and Annotated Specifications showing clearly all changes,  revisions, and substitutions during construction. Contractor will maintain the as‐built drawings on site during the Project.  In the event of a specification that allows Contractor to elect one of several brands, makes, or types of material or equipment, the annotations shall show which of the allowable items the Contractor has furnished.  The Contractor will update the as‐built drawings and Annotated Specifications as often as necessary to keep them current.  The as‐built drawings and Annotated Specifications shall be kept at the Site and available for inspection by the 

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Owner, Inspector of Record and the Architect.  On completion of the Contractor’s portion of the Work, the Contractor will provide one complete set of Record Drawings and Annotated Specifications to the Owner for the design‐build mechanical, electrical, plumbing, and civil  it performs, and Architect will provide one complete  set of Record Drawings  and Annotated  Specifications  to  the Owner  for  all  remaining work.  Contractor and Architect will certify the Record Drawings and Annotated Specifications to be a complete and accurate reflection of the actual construction conditions of the Work.    3.11.3.5 Equipment Manuals.   Contractor shall obtain and furnish three (3) complete sets of manuals containing the manufacturers’ instructions for maintenance and operation of each item of equipment and apparatus furnished under the Contract Documents and any additional data specifically requested under the various sections of the Specifications for each division of the Work.  The manuals shall be arranged in proper order, indexed, and placed in three‐ring binders.  At the completion of its Work, the Contractor shall certify, by endorsement thereon, that each of the manuals is complete, accurate, and covers all of its Work.  Prior to submittal of Contractor’s Application  for Final Payment, each Subcontractor  shall deliver  the manuals, arranged in proper order, indexed, endorsed, and placed in three‐ring binders, to the Contractor, who shall assemble these manuals for all divisions of the Work, review them for completeness, and submit them to the Owner.    3.11.3.6 Owner’s Property.   All shop drawings and samples submitted shall become the Owner’s property.  3.11.4  SUBSTITUTIONS    3.11.4.1 One Product Specified.   Unless the Specifications state that no substitution is permitted, whenever  in  the Contract Documents any specific article, device, equipment, product, material,  fixture, patented process, form, method, or type of construction is indicated or specified by name, make, trade name, or catalog number, with or without the words “or equal,” such specification shall be deemed to be used for the purpose of facilitating description of material, process, or article desired and shall be deemed to be followed by the words “or equal.”  Contractor may, unless otherwise stated, offer any material, process, or article, which shall be substantially equal or better in every respect to that so indicated or specified and will completely accomplish the purpose of the Contract Documents.    3.11.4.2 Two or More Products Specified.   When two or more acceptable products are specified for an item  of  the Work,  the  choice will  be up  to  the Contractor.   Contractor  shall utilize  the  same product throughout the Project.      3.11.5  DEFERRED APPROVALS  Deferred approvals shall be submitted and processed pursuant to the requirements of Division 1 of the Specifications.   All risks of delay due to the Division of the State Architect’s, or any other governmental agency having jurisdiction, approval of a deferred approval shall be on the requesting party.  3.12  CUTTING AND PATCHING  3.12.1  SCOPE  The Contractor shall be responsible for cutting, fitting, or patching required to complete the Work or to make its parts fit together properly. 

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3.12.2  CONSENT  The Contractor  shall  not  damage  or  endanger  a  portion  of  the Work  or  fully  or  partially  completed construction  of  the  Owner  or  separate  contractors  by  cutting,  patching,  or  otherwise  altering  such construction, or by excavation. The Contractor shall not cut or otherwise alter such construction by the Owner or a separate contractor except with written consent of the Owner and of such separate contractor; such consent shall not be unreasonably withheld. The Contractor shall not unreasonably withhold from the Owner or a separate contractor the Contractor’s consent to cutting or otherwise altering the Work.  All cutting shall be done promptly, and all repairs shall be made as necessary.  3.12.3  STRUCTURAL MEMBERS  New or existing structural members and elements, including reinforcing bars and seismic bracing, shall not be cut, bored, or drilled except by written authority of the Architect.  Work done contrary to such authority is at the Contractor’s risk, subject to replacement at its own expense and without reimbursement under the Contract.  Agency approvals shall be obtained by the Architect, not by the Contractor.  3.12.4  SUBSEQUENT REMOVAL  Permission  to patch any areas or  items of  the Work shall not constitute a waiver of  the Owner’s or  the Architect’s right to require complete removal and replacement of the areas of items of the Work if, in the opinion of the Architect or the Owner, the patching does not satisfactorily restore quality and appearance of the Work or does not otherwise conform to the Contract Documents.  Any costs caused by defective or ill‐timed cutting or patching shall be borne by the person or entity responsible.  3.13  CLEANING UP  3.13.1  CONTRACTOR’S RESPONSIBILITY  The Contractor shall keep the Site and surrounding area free from accumulation of waste material or rubbish caused by operations under the Contract.  The Site shall be maintained in a neat and orderly condition.  All crates, cartons, paper, and other flammable waste materials shall be removed from Work areas and properly disposed of at the end of each day.  The Contractor shall continuously remove from and about the Site the waste materials, rubbish, tools, construction equipment, machinery, and materials no longer required for the Work.  3.13.2  FAILURE TO CLEANUP  If the Contractor fails to clean up as provided in the Contract Documents, the Owner may do so, after having given reasonable prior notice to the Contractor and the cost thereof shall be invoiced to the Contractor and withheld from sublease payments and/or retention.  Each Subcontractor shall have the responsibility for the cleanup of its own Work.  If the Subcontractor fails to clean up, the Contractor must do so.  3.13.3  CONSTRUCTION BUILDINGS  When directed by the Owner or the Architect, Contractor and Subcontractor shall, at their own cost if any items in dispute are no longer required to complete the project, dismantle temporary structures, if any, and 

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remove from the Site all construction and  installation equipment, fences, scaffolding, surplus materials, rubbish, and supplies belonging to Contractor or Subcontractor.   3.14  ACCESS TO WORK  The Contractor shall provide the Owner, the Architect, and the Inspector of Record, access to the Work in preparation and progress wherever located.  3.15  ROYALTIES AND PATENTS  3.15.1  PAYMENT AND INDEMNITY  The Contractor  shall pay all  royalties and  license  fees.   The Contractor  shall defend  suits or  claims of infringement of patent rights and shall hold the Owner and the Architect harmless and indemnify them, from loss on account thereof, to the extent not caused by the Owner’s active negligence, sole negligence or willful misconduct, and shall not be responsible  for such defense or  loss when a particular design, process, or product of a particular manufacturer is required by the Contract Documents.  However, if the Contractor has reason to believe the required design, process, or product is an infringement of a patent, the Contractor shall be responsible for such loss unless such information is promptly furnished to the Owner and Architect.  3.15.2  REVIEW  The review by the Owner or Architect of any method of construction, invention, appliance, process, article, device, or material of any kind shall be for its adequacy for the Work and shall not be an approval for the use by the Contractor in violation of any patent or other rights of any person or entity.  3.16  INDEMNIFICATION  3.16.1  SCOPE  3.16.1.1  SCOPE: CONTRACTOR  To the fullest extent permitted by law, the Contractor shall defend, indemnify, and hold harmless the Owner, the  construction manager,  the  Inspector of Record,  the State of California, and  their  respective agents, employees, officers, representatives, consultants, volunteers, Boards of Trustees, members of the Boards of Trustees, and directors (“Owner Indemnitees”), from and against claims, actions, damages, liabilities, losses (including but not limited to injury or death of persons, property damage, and compensation owed to other parties), and expenses (including but not limited to attorneys’ fees and costs including fees of consultants) alleged  by  third  parties  against  Owner  Indemnitees  arising  out  of  or  resulting  from  the  following:  Contractor’s, its Subcontractors’, or its suppliers’ performance of the Work, including but not limited to the Contractor’s or its Subcontractors’ use of the Site; the Contractor’s or its Subcontractors’ construction of the Project, or failure to construct the Project, or any portion thereof; the use, misuse, erection, maintenance, operation, or failure of any machinery or equipment including, but not limited to, scaffolds, derricks, ladders, hoists, and rigging supports, whether or not such machinery or equipment was furnished, rented, or loaned by any of the Owner Indemnitees; or any act, omission, negligence, or willful misconduct of the Contractor or its  Subcontractors  or  their  respective  agents,  employees, material  or  equipment  suppliers,  invitees,  or licensees but only to the extent caused in whole or in part by the acts or omissions of the Contractor, its Subcontractors, its suppliers, anyone directly or indirectly employed by any of them, or anyone for whose 

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acts they may be liable, regardless of whether or not such claim, damage, loss, or expense is caused in part by a party indemnified hereunder.  Such obligation shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity, which would otherwise exist as to a party, person, or entity described in this paragraph.  The obligation to defend, indemnify and hold harmless includes any claims or actions by third parties arising out of or resulting from Labor Code section 2810.  Contractor shall have no obligation to defend or indemnify the Owner Indemnitees against claims, actions, damages, liabilities, losses, and expenses caused  by  the  active  negligence,  sole  negligence  or willful misconduct  of Owner  Indemnitees.   This indemnification shall apply to all liability, as provided for above, regardless of whether any insurance policies are applicable, and insurance policy limits do not act as a limitation upon the amount of the indemnification to be provided by the Contractor.  3.16.1.2  SCOPE:   OWNER AND OWNER HIRED VENDORS  To the fullest extent permitted by law, the Owner shall defend, indemnify, and hold harmless the Contractor and their respective agents, employees, officers, volunteers, and directors (“Contractor Indemnitees”), from and against  claims, actions, damages,  liabilities,  losses  (including but not  limited  to  injury or death of persons, property damage, and compensation owed to other parties), and expenses (including but not limited to  attorneys’  fees  and  costs  including  fees  of  consultants)  alleged  by  third  parties  against Contractor Indemnitees arising out of or resulting from the following:  Owner’s, its Subcontractors’, its Vendors, or its suppliers’ performance of the Work, including but not limited to the Owner’s or its Subcontractors’ use of the Site; the Owner’s or its Subcontractors’ construction of the Project, or failure to construct the Project, or any portion thereof; the use, misuse, erection, maintenance, operation, or failure of any machinery or equipment including, but not limited to, scaffolds, derricks, ladders, hoists, and rigging supports, whether or not such machinery or equipment was furnished, rented, or loaned by any of the Contractor Indemnitees; or any act, omission, negligence, or willful misconduct of the Owner or its Subcontractors or their respective agents, employees, material or equipment suppliers, invitees, or licensees but only to the extent caused in whole or in part by the acts or omissions of the Owner, its Subcontractors, its suppliers, anyone directly or indirectly employed by any of them, or anyone for whose acts they may be liable, regardless of whether or not such claim, damage, loss, or expense is caused in part by a party indemnified hereunder. Such obligation shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity, which would otherwise exist as to a party, person, or entity described in this paragraph.  Ower shall have no obligation to defend or indemnify  the Contractor  Indemnitees against claims, actions, damages,  liabilities,  losses, and expenses caused by  the active negligence, sole negligence or willful misconduct of Contractor  Indemnitees.  This indemnification shall apply to all liability, as provided for above, regardless of whether any insurance policies are applicable, and insurance policy limits do not act as a limitation upon the amount of the indemnification to be provided by the Owner.  The Owner shall defend, indemnify and hold harmless Contractor from and against any and all claims or actions challenging the legality, form, or validity of the Contract Documents, as well as from and against any and all damages, losses, liabilities and expenses (including but not limited to attorneys’ fees and consultants’ costs) resulting in any way from such claims or actions.    The Owner shall defend and indemnify Contractor from and against claims, actions, damages, liabilities, losses (including but not limited to injury or death of persons, property damage, and compensation owed to other  parties),  and  expenses  (including  but  not  limited  to  attorneys’  fees  and  costs  including  fees  of consultants) alleged by third parties against Contractor solely arising out of work resulting from negligent acts or omissions by vendors and other contractors hired by Owner for the Project.  

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The Owner shall provide supervision and management for any/all contactors (other than Contractor) or vendors hired directly by the Owner for this Project.  3.16.2  SCOPE: SUBCONTRACTORS    3.16.2.1 Indemnity.   The Subcontractors shall defend, indemnify, and hold harmless the Indemnitees from and against claims, actions, damages, liabilities, and losses (including but not limited to injury or death of persons, property damage, and compensation owed to other parties), and expenses (including but not limited to attorneys’ fees and costs including fees of consultants) alleged by third parties against Indemnitees arising out of or resulting from the following: Subcontractors’ performance of the Work, including but not limited to the Subcontractors’ use of the Site; the Subcontractors’ construction of the Project or failure to construct the Project or any portion thereof; the use, misuse, erection, maintenance, operation, or failure of any machinery or equipment, including, but not limited to, scaffolds, derricks, ladders, hoists, and rigging supports, whether or not such machinery or equipment was  furnished, rented, or  loaned by any of  the Indemnitees; or any act, omission, negligence, or willful misconduct of the Subcontractors or their respective agents, employees, material or equipment suppliers, invitees, or licensees but only to the extent caused in whole or in part by the acts or omissions of the Subcontractors, anyone directly or indirectly employed by any of them, or anyone for whose acts they may be liable, regardless of whether or not such claim, damage, loss, or expense is caused in part by a party indemnified hereunder.  Such obligation shall not be construed to negate, abridge, or reduce other rights or obligations of indemnity, which would otherwise exist as to a party, person, or entity described  in  this paragraph.   This obligation  to defend,  indemnify and hold harmless includes any claims or actions by third parties arising out of or resulting from Labor Code section 2810.  Subcontractors shall have no obligation to defend or indemnify the Indemnitees against claims, actions, damages,  liabilities,  losses,  and  expenses  caused  by  the  active  negligence,  sole  negligence  or willful misconduct of Indemnitees.  This indemnification shall apply to all liability, as provided for above, regardless of whether any insurance policies are applicable, and insurance policy limits do not act as a limitation upon the amount of the indemnification to be provided by the Subcontractors.    3.16.2.2 Joint and Several Liability.   In the event more than one Subcontractor is connected with an accident or occurrence covered by this indemnification, then all such Subcontractors shall be  jointly and severally responsible to each of the Indemnitees for indemnification, and the ultimate responsibility among such indemnifying Subcontractors for the loss and expense of any such indemnification shall be resolved without  jeopardy to any Indemnitee.   The provisions of the  indemnity provided for herein shall not be construed to indemnify any Indemnitee for its own negligence if not permitted by law or to eliminate or reduce any other indemnification or right which any Indemnitee has by law or equity.  3.16.3  NO LIMITATION – CONTRACTORS AND THEIR SUBCONTRACTORS  The Contractor’s and the Subcontractor’s obligation to indemnify and defend the Indemnitees hereunder shall include, , any and all claims, damages, and costs: for injury to persons and property (including loss of use), and sickness, disease or death of any person; for breach of any warranty, express or implied; for failure of the Contractor or the Subcontractor to comply with any applicable governmental law, rule, regulation, or other requirement; and for products installed in or used in connection with the Work.  3.16.3.1 NO LIMITATION – OWNER AND THEIR SUBCONTRACTORS  The  Owner’s  and  the  Owner’s  Subcontractor’s  obligation  to  indemnify  and  defend  the  Contractor Indemnitees under Section 3.16.1.2 shall include, any and all claims, damages, and costs: for injury to persons 

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and property (including loss of use), and sickness, disease or death of any person; for breach of any warranty, express or implied; for failure of the Owner or the Owner’s Subcontractor to comply with any applicable governmental law, rule, regulation, or other requirement; and for products installed in or used in connection with the Work.  3.17  OWNER AS INTENDED BENEFICIARY  The Owner is an intended beneficiary of any architectural or engineering work secured by, or performed by, the Contractor  to  fulfill  its obligations under  the Contract.   Contractor  shall  state  in  its  contracts with architectural or engineering consultants that their work is for the intended benefit of the Owner.    3.18  NOTICE OF EXCUSE FOR NONPERFORMANCE  If Contractor believes that acts or omissions of Owner or Owner’s Architect (including but not limited to Owner caused delay) have prevented Contractor from performing the Work as required by the Contract Documents and Contractor intends to rely on Owner’s acts or omissions and Civil Code section 1511(1) as reasons to excuse Contractor’s nonperformance or to support, among other things, Contractor’s requests for time extensions under General Conditions section 4.5, Contractor shall provide written notice of the excuse within five (5) days of the Owner’s acts or omissions. If Contractor fails to timely submit the written notice Contractor shall have waived any right to later rely on the acts or omissions as a defense to Contractor’s nonperformance, regardless of the merits of the defense, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.  Contractor acknowledges that these written notices are of critical importance to the Owner’s Project management and the mitigation of Project costs and delays.    

ARTICLE 4 ADMINISTRATION OF THE CONTRACT 

 4.1  ARCHITECT     4.1.1  DEFINITION  The Architect  is  the  person  lawfully  licensed  to  practice  architecture  or  an  entity  lawfully  practicing architecture identified as such in the Agreement and is referred to throughout the Contract Documents as if singular in number.  The term “Architect” means the Architect or the Architect’s authorized representative, and  shall also  refer  to all  consultants under  the Architect’s direction and  control.   For  this Project,  the Architect is Jeremiah I. Tolbert, AIA.  4.1.2  MODIFICATION  To the extent the Contract Documents indicate that Owner has assigned duties or responsibilities to the Architect, Owner reserves the right at all times to reassign such duties or responsibilities to different Owner representatives.    4.1.3  TERMINATION  In the case of the termination of the Architect, the Owner may appoint an architect or another construction professional or may perform such functions with its own licensed professional personnel.  The status of the replacement Architect under the Contract Documents shall be that of the former architect. 

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4.2 ARCHITECT’S ADMINISTRATION OF THE CONTRACT  4.2.1  STATUS  The Architect shall be the architect in general responsible charge for the Project for purposes of the Division of the State Architect (“DSA”), and will assist the Owner in administration of the Contract and may be one of several of Owner’s representatives during construction, through release of all retention, and during the one (1) year period following the commencement of any warranties.  The Architect will advise and consult with the Owner.  The Architect will have authority to act on behalf of the Owner only to the extent set forth in the Owner/Architect agreement.   The Architect will have all responsibilities and power established by  law, including California Code of Regulations, Title 24, to the extent set forth in the Owner/Architect agreement or the agreement between The Peery Foundation and the Architect.  4.2.2  SITE VISITS  The Architect will visit the Site at intervals necessary in the judgment of the Architect or as otherwise agreed by the Owner and the Architect in writing to become generally familiar with the progress and quality of the completed Work and to determine in general if the Work is being performed in a manner indicating that the Work, when completed, will be in accordance with the Contract Documents.  The Architect will attend all Project meetings  4.2.3  LIMITATIONS OF CONSTRUCTION RESPONSIBILITY  The Contractor shall not be relieved of obligations to perform the Work in accordance with the Contract Documents either by activities or duties of the Architect in the Architect’s administration of the Contract Documents, or by tests, inspections, or approvals required or performed by persons other than the Contractor.    4.2.4  COMMUNICATIONS FACILITATING CONTRACT ADMINISTRATION  The Owner and the Contractor shall communicate through the Construction Manager, unless the Owner directs otherwise.  Communications between Owner and Subcontractors or material or equipment suppliers shall be through the Contractor.  4.2.5  PAYMENT APPLICATIONS  The Contractor shall submit payment applications to the Construction Manager.   4.2.6  REJECTION OF WORK  The Architect, Inspector of Record, any construction manager and others may recommend to the Owner that the Owner  reject Work which does not conform  to  the Contract Documents or  that  the Owner  require additional inspection or testing of the Work in accordance with paragraph 13.5.5, whether or not the Work is fabricated, installed, or completed.  However, no recommendation shall create a duty or responsibility to the Contractor, Subcontractors, material and equipment suppliers, their agents or employees, or other persons performing portions of the Work.    

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4.2.7  CHANGE ORDERS  The Architect will assist the Construction Manager in preparation of change orders and construction change directives.  If District approval is required for the Work to deviate from the design (see the last paragraph of Article  10 of  the Agreement), Contractor  shall  submit  a  request  for  such approval  to  the Architect.    If Contractor believes  that District approval  is not necessary, Contractor must  still  submit notice of  such deviation  (see  the  last  paragraph  of Article  10  of  the Agreement),  and  if Architect  or Owner  notifies Contractor before construction of the deviation that District approval is needed, then Contractor shall not perform such construction until it obtains the District’s approval.   4.2.8  WARRANTIES UPON COMPLETION  The Architect in conjunction with the Inspector of Record, or as otherwise directed by Owner, will conduct field reviews of the Work to determine the date of completion, shall receive and forward to the Owner for the Owner’s  review  and  records, written warranties  and  related documents  required by  the Contract  and assembled by the Contractor.  The handling by the Architect of such warranties, maintenance manuals, or similar documents shall not diminish or transfer to the Architect any responsibilities or liabilities required by the Contract Documents of the Contractor or other entities, parties, or persons performing or supplying the Work.  Except as may be otherwise directed by Owner, the Architect will conduct a field review of the Contractor’s comprehensive list of items to be completed or corrected for development of a punch list and one (1) follow‐up field review if required.    4.2.9  INTERPRETATION  The Architect, Inspector of Record, any construction manager, the Owner or any independent consultant of Owner, as Owner deems appropriate, will interpret and decide matters concerning performance under and requirements of the Contract Documents on written request of the Contractor.  The Owner’s response to such requests will be made with reasonable promptness, while allowing sufficient time to permit adequate review and evaluation of the request.    4.2.10  ADDITIONAL INSTRUCTIONS    4.2.10.1 Architect’s Interpretations and Decisions.   Interpretations and decisions of the Architect will be consistent with the intent of and reasonably inferable from the Contract Documents and will be in writing or in the form of drawings.   When making such interpretations of and decisions regarding the Contract Documents, the Architect will endeavor to secure faithful performance under the Contract Documents by both the Owner and the Contractor and will not show partiality to either.  The Work shall be executed in conformity with, and the Contractor shall do no work without, approved drawings, Architect’s clarifying instructions, and/or submittals.     4.2.10.2 Typical Parts and Sections.   Whenever typical parts or sections of the Work are completely detailed on the Drawings, and other parts or sections which are essentially of the same construction are shown in outline only, the complete details shall apply to the Work which is shown in outline.   

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  4.2.10.3 Dimensions.     Dimensions of Work  shall not be determined by  scale or  rule.   Figured dimensions shall be followed at all times.  If figured dimensions are lacking on Drawings, Architect shall supply  them on  request.   The Owner’s decisions on matters  relating  to  aesthetic  effect will be  final  if consistent with the Contract Documents.  4.3  INSPECTOR OF RECORD  4.3.1  GENERAL  One or more Project  inspectors  (“Inspector of Record”) employed by  the Owner and approved by  the Division of the State Architect will be assigned to the Work in accordance with the requirements of Title 24 of the California Code of Regulations.  The Inspector of Record’s duties will be as specifically defined in Title 24.  4.3.2  INSPECTOR OF RECORD’S DUTIES  All Work shall be under the observation of or with the knowledge of the Inspector of Record.  The Inspector of Record shall have free access to any or all parts of the Work at any time.  The Contractor shall furnish the Inspector of Record such information as may be necessary to keep the Inspector of Record fully informed regarding progress and manner of work and character of materials.  Such observations shall not, in any way, relieve the Contractor from responsibility for full compliance with all terms and conditions of the Contract, or be construed  to  lessen  to any degree  the Contractor’s responsibility  for providing efficient and capable superintendence.    The  Inspector  of  Record  is  not  authorized  to  make  changes  in  the  drawings  or specifications nor shall the Inspector of Record’s approval of the Work and methods relieve the Contractor of responsibility for the correction of subsequently discovered defects, or from its obligation to comply with the Contract Documents.    4.3.3  INSPECTOR OF RECORD’S AUTHORITY TO REJECT OR STOP WORK  The Inspector of Record shall have the authority to reject work that does not comply with the provisions of the Contract Documents.  In addition, the Inspector of Record may stop any Work which poses a probable risk of harm to persons or property.  The Contractor shall instruct its employees, Subcontractors, material and equipment suppliers, etc., accordingly.  The absence of any Stop Work order or rejection of any portion of the Work shall not relieve the Contractor from any of its obligations pursuant to the Contract Documents.  4.4  RESPONSIBILITY  FOR  ADDITIONAL  CHARGES  INCURRED  BY  THE  OWNER  FOR 

PROFESSIONAL SERVICES  If at any time prior to the completion of the requirements under the Contract Documents, through no fault of its own, the Owner is required to provide or secure additional professional services for any reason by any act or omission of the Contractor, the Contractor shall be invoiced by the Owner for any actual costs incurred for any  such  additional  services, which  costs may,  among other  remedies, be withheld  from  the  sublease payments and/or retention.  Such invoicing shall be independent from any other Owner remedies, including but not limited to liquidated damages.  If payments then or thereafter due to the Contractor are not sufficient to cover such amounts, the Contractor shall pay the difference to the Owner. Additional services shall include, but shall not be limited to, the following:    

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  A.  Services made necessary by the default of the Contractor.    B.  Services made necessary due to the defects or deficiencies in the Work of the Contractor.    C.  Services required by failure of the Contractor to perform according to any provision of the 

Contract Documents.    D.  Services required by the failure of the Contractor to prosecute the Work in a timely manner 

in compliance within the specified time of completion.    E.  Services in conjunction with the testing, adjusting, balancing and start‐up of equipment 

other than the normal amount customarily associated for the type of Work involved.  4.5  NOTICES OF POTENTIAL CHANGE, CHANGE ORDER REQUESTS, AND CLAIMS  If the Contractor identifies the potential for extra work, delay in the critical path schedule, or the need for additional money or time, or if the Contractor requests additional money or time, or if the Contractor believes that it has not been paid amounts due or that otherwise one or more parties have breached the Contract or Contractor’s other agreements related to the Project, or if the Contractor otherwise believes that it is entitled to a modification of the Contract terms and conditions, then Contractor shall request such additional money or time as follows:  

A.   Requests for additional money may not be submitted to the Owner, including requests based on an increase in costs since the original calculation of the GMP; except that Contractor may submit  requests  for  additional  money  to  the  Owner  if  based  on  alleged  (1)  Owner responsibility for an unforeseen condition under Section 2.2.3.2, above, (2) breach of contract by Owner  that solely caused Contractor  to  incur additional costs, or  (3) direction  from Owner to Contractor in a Construction Change Directive to perform services in addition to the Work  that caused Contractor  to  incur additional costs.    If granted by Owner,  these specific requests shall be paid by change orders, and the GMP shall be increased by the amount of the change orders.  Notwithstanding the foregoing, in no event shall Contractor submit requests for additional money to Owner, nor shall Owner be responsible for such additional costs,  if a  third party,  including but not  limited  to The Peery Foundation,  is responsible for the same costs, or pays Contractor for the same costs.  

B.   Requests for additional time or other modifications of the Contract shall be submitted solely to Owner.  Neither The Peery Foundation, Architect, nor any other party has the power or authority to grant additional time or otherwise modify the Contract Time. 

 For any Contractor requests to the Owner for additional money or time pursuant to Paragraphs A and B, above, Contractor shall follow the procedures in this Section 4.5 and Articles 7 and 8, otherwise Contractor shall have waived its rights to pursue those  issues and any later attempts to recover money or obtain a modification shall be barred.  Contractor specifically acknowledges the Owner’s and public’s interest in, and need to know of, potential changes and disputes as early as possible so Owner can investigate, mitigate and resolve adverse cost and time impacts, if any.  It is Contractor’s obligation to know and comply with the requirements of Section 4.5 and Articles 7 and 8, and Owner has no obligation to notify Contractor of any failure to comply with those requirements.  

  

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4.5.1  NOTICE OF POTENTIAL CHANGE  Contractor shall submit a written Notice of Potential Change for extra work, critical path delay, or additional money or time.  Contractor shall submit written Notices of Potential Change to Owner within twenty‐one (21) days of Contractor becoming aware of the issues creating the potential for change, unless the issues are, or may soon be, adversely affecting the costs or critical path of the Work, in which case the Contractor must submit  the written notice without delay so  the Owner may  take  immediate action  to mitigate cost and schedule impacts of the change, if any.  The written notice shall explain the nature of the potential change so the Owner may take action to mitigate costs and schedule impacts, if necessary.    When submitting a written Notice of Potential Change based on extra work, Contractor shall not perform the extra work until directed in writing to do so by Owner.   When submitting a written Notice of Potential Change for an issue of critical path delay, Contractor shall proactively mitigate the effects of the alleged delay as much as reasonably possible so as to minimize any impact to the schedule, until otherwise directed by Owner.  Failure  to  timely  submit  a written Notice  of  Potential Change  shall  constitute  a  complete waiver  by Contractor of any right to later submit a change order request or pursue a Claim on that issue, or to later pursue any additional money or time extensions in any manner related to that issue, regardless of the merits, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.  Contractor acknowledges that these written notices are of critical importance to the Owner’s Project management and the mitigation of Project costs and delays.  4.5.2  CHANGE ORDERS REQUESTS  If, after submitting a written Notice of Potential Change pursuant to Section 4.5.1, Contractor continues to believes that it is entitled to additional money or time (including but not limited to grant of a time extension; payment of money or damages arising from work done by, or on behalf of, the Contractor, payment of which is not otherwise expressly provided for or the claimant is not otherwise entitled to; or an amount the payment of which is disputed by the Owner) based on an issue, then Contractor shall submit a Change Order Request (“COR”) to Owner within forty‐five (45) days of (i) becoming aware of the issues creating a potential change, or (ii) the date by which it should have become aware of the issues creating a potential change.  A rejection at any time or a lack of a rejection by Owner of a Notice of Potential Change does not affect the timeline for submitting a COR.  Failure to timely submit a COR related to an issue, or failure to comply with any of the COR requirements in the Contract shall constitute a complete waiver by Contractor of any right to later submit a COR or Claim on that issue, or to later pursue any additional money (including time extensions) in any manner related to that issue, regardless of the merits, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.   The COR shall state the grounds for the additional money or time requested and the amount of money or time requested, and Contractor shall include all information supporting the COR.    The Owner may accept the entire COR, accept part of the COR and reject the remainder, reject the entire COR, or request additional information.  If the Owner does not respond within thirty (30) days by accepting the entire COR, accepting part of the COR and rejecting the remainder, or requesting additional information, the entire COR  shall be deemed approved as of  the  thirtieth  (30th) day.    If  the Owner  requests additional 

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information, then the Contractor shall submit the information within fifteen (15) days of the date of the request and the Owner shall have fifteen (15) days after the receipt of the additional information to accept or reject  (in whole  or  in part)  the COR.    If  the Owner  fails  to  respond within  fifteen  (15) days  after  the submission of additional information, the entire COR shall be deemed approved as of the fifteenth (15th) day.      4.5.3  DEFINITION OF CLAIM  A “Claim” is a separate demand by the Contractor for (a) a time extension, (b) payment of money or damages arising from work done by, or on behalf of, the Contractor, payment of which is not otherwise expressly provided for or the claimant is not otherwise entitled to, or (c) an amount the payment of which is disputed by the Owner.  A claim includes any claim within the scope of Public Contract Code section 20104 et seq.  Resubmittal in any manner of a COR which was previously rejected under Section 4.5.2 constitutes a Claim, whether the COR was rejected in whole or in part, and whether the COR was rejected expressly or deemed rejected by Owner inaction.  A Claim includes any dispute Contractor may have with the Owner, including one which does not require a Notice of Potential Change or COR under Sections 4.5.1 and 4.5.2, and includes an alleged breach of contract by the Owner.  A Claim under this Article 4.5 shall also constitute a claim for purposes of the California False Claims Act.  In the event of a conflict between a Claims provision in Division 1 of the Specifications and Section 4.5, Section 4.5 shall take precedence.    The Notice of Potential Change and COR procedures above are less formal procedures which precede the more formal Claim.  A Notice of Potential Change does not constitute a Claim.  A COR does not constitute a Claim; except that if insufficient time remains before the Claim deadline (see Article 4.5.4) for Contractor to submit a COR and for Owner to process and reject the COR under Article 4.5.2, then either (1) Contractor may submit a COR which Owner shall treat as a Claim, but only if the COR complies with all requirements in this Article 4.5 and Article 7 for COR’s and Claims, or (2) a COR is not required so long as a Claim complying with this Article 4.5 is timely submitted.  A Claim does not include vouchers, invoices, sublease payment applications, or other routine or authorized forms of requests for sublease payments on the Contract; however, those documents remain “claims” for purposes  of  the California  False Claims Act.     A Claim does  not  include  a Government Code Claim.  (“Government Code Claim” means a claim under Government Code sections 900 et seq. and 910 et seq.)  4.5.4  TIME FOR SUBMITTING CLAIM; WAIVER  Contractor shall submit a Claim to the Owner’s construction manager on or before the date of the Final Sublease Payment.  Owner’s rejection, or lack of rejection, of a COR at any time does not affect the deadline for filing a Claim.    In addition, on or before submitting its request for a Final Sublease Payment based on 100% completion of the work, Contractor shall submit to Owner, in writing, a summary of all Claims for money or time extensions under or arising out of  this Contract which were  timely  filed and which were  fully compliant with  the Contract’s requirements for Claims. The submission of an Application for Sublease for the Final Sublease Payment shall constitute a complete waiver of all Claims against Owner under or arising out of this Contract, except those identified in the above summary.  Contractor will not have satisfied a condition precedent or exhausted  administrative  remedies.    This  Claim  summary  requirement  shall  not  extend  the  time  for submitting a Claim.    

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Failure to timely submit a Claim, failure to include a Claim in the Claim summary, or failure to comply with any of  the Claim  requirements  in  the Contract,  including but not  limited  to  this Article 4, will act as a complete waiver of Contractor’s rights to (a) recover money or time on the issues for which a Claim was required, (b) submit a Government Code Claim for the money or time (see Section 4.5.6.4), and (c) initiate any action, proceeding or litigation for the money or time, regardless of the merits, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.  Owner does not have an obligation to reject the Claim for a failure to comply with any of the Claim requirements in the Contract, including the lack of certification, and any failure by Owner to reject, or any delay in rejecting, a Claim on that basis does not waive the Owner’s right to reject the Claim on that basis at a later time.  In no event may the Contractor reserve its rights to assert a Claim for a time extension or additional money beyond the timelines set forth in this provision unless the Owner agrees in writing to allow the reservation. 

 4.5.5  CONTENT OF CLAIM  

4.5.5.1 Claim Format; Waiver. Every Claim shall be in writing.  All money or time extensions sought must be stated and itemized in the Claim at the time submitted.  The responsibility to substantiate Claims shall rest with the Contractor.  

 In addition, the Contractor shall include a certification with each and every Claim at the time of submission, as follows:.  

I, [name of declarant], declare the following:  [Contractor company name] has contracted with [public entity name] for the [name of project] Project.  ([Contractor company name]) authorized me to prepare the attached Claim for money and/or time extension) for [public entity name] regarding this Project (dated _________, 200_, entitled ___________, and requesting $_________ and/or ___ additional days), and I prepared the attached Claim.  I am the most knowledgeable person at [contractor company name] regarding this Claim.    The attached Claim complies with all laws applicable to submission of a Claim, including but not limited to California Penal Code section 72, Government Code sections 12650 et seq. (False Claims Act), and Business and Professions Code sections 17200 et seq. (Unfair Business Practices Act).  I am aware that submission or certification of false claims, or other claims that violate law or the Contract, may lead to fines, imprisonment, and/or other serious legal consequences for myself or [contractor company name].    The attached Claim does not breach the Contract between [contractor company name] and [public entity name] for this Project, is not a false claim, does not violate any applicable law, satisfies all provisions of  the Contract applicable  to  submission of  the Claim, only  contains  truthful and accurate supporting data, and only requests money and/or time extensions that accurately reflect the adjustments to money and time for which I believe that [public entity name] is responsible under its Contract with [contractor company name].    While  preparing  this  declaration  and  Claim  I  consulted  with  others  (including  attorneys, consultants, or others who work for [Contractor company name]) when necessary to ensure that the statements were true and correct.   

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Contractor understands and agrees that any Claim submitted without this certification does not meet the terms of the Contract Documents; that Owner, or Owner’s representatives, may reject the Claim on  that basis; and  that unless Contractor properly and  timely  files  the Claim with  the certification, Contractor cannot further pursue the Claim in any forum and all rights to additional money or time for the issues covered by the Claim are waived due to a condition precedent not having been satisfied.    I declare under the penalty of perjury under the laws of the State of California that the foregoing is true and correct.  Executed _________, 20__, at ___________, California.  ___________________  [name of declarant] 

 Contractor’s failure to timely submit a certification will constitute a complete waiver of Contractor’s rights to (a) recover money or time on the issues for which a Claim was required, (b) submit a Government Code Claim (see Section 4.5.6.4) for the money or time, and (c) initiate any action, proceeding or litigation for the money or  time, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.   

4.5.5.2 Claims for Additional Money. Each Claim for additional money (including but not limited to those described in (b) and (c) of the first paragraph of Section 4.5.3) must include all facts supporting the Claim, including but not limited to all supporting documentation plus a written analysis as to (a) why the claimed cost was incurred, (b) why Contractor could not mitigate its costs, (c) why the claimed cost is the responsibility of the Owner, and (d) why the claimed cost is a reasonable amount.   In no event will the Contractor be allowed to reserve its rights to assert a Claim for money at a later time, unless the Owner expressly agrees  in writing  to allow  the  reservation.  Any costs, direct or  indirect, not asserted shall be waived.  A Claim may not include any costs incurred in preparation of the Claim or in preparation of any underlying COR, including but not limited to costs of delay analysis.  

4.5.5.3 Claims for Additional Time.   

4.5.5.3.1 Notice of Extent of Claim. If the Contractor wishes to make a Claim for an increase in the Contract Time (including but not limited to Section 4.5.3(a)), the Claim shall include, but not be limited to, all facts supporting the Claim, all documentation of such facts, all information required by the Contract Documents, and a current schedule and delay analysis explaining (a) the nature of the delay, (b) the Owner’s responsibility for the claimed delay, (c) the claimed delay’s impact on the critical path, (d) the claimed delay’s impact on completion date (including an analysis of any float still remaining and whether the alleged delay in work exceeds such remaining float), and (e) why Contractor could not mitigate the delay impacts.    In the case of a continuing delay, only one (1) initial Claim is necessary that is based on estimates of when the continuing delay will end, but within thirty (30) days of the end of the continuing delay an updated final Claim must be submitted, which shall also be certified.  In no event will the Contractor be allowed to reserve its rights to assert a Claim for a time extension, unless the Owner expressly agrees in writing to allow the reservation.  Any time extension not asserted shall be waived.  

4.5.5.3.2 Unusually Severe Weather Claims. If unusually severe weather is the basis for a Claim  for  additional  time, Contractor must  provide Owner  data  and  facts  showing  that  the weather 

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conditions were abnormal for the period of time, could not have been reasonably anticipated or mitigated, and had an adverse effect on the critical path of the scheduled construction.  

4.5.5.4 “Pass Through” Claims. A Subcontractor or supplier to Contractor may not submit a request for additional time or money directly to the Owner.  If a subcontractor or supplier submits a request for additional money or time to Contractor and Contractor wishes to pass it through to Owner, then Contractor must comply with all requirements of Section 4.5, including Notices of Potential Change, Change Order Requests, and Claims.  Contractor must prepare and submit its own analysis of the Subcontractor’s request, and the Claim must include a copy of the Subcontractor’s request along with any other necessary supporting documentation.    The Contractor’s analysis of the Subcontractor’s request must include Contractor’s detailed explanation as to why the Subcontractor or supplier’s request is the Owner’s responsibility, including Contractor’s analysis of (a) why the amount of damages the Subcontractor or supplier requests is justified and appropriate, (b) how Contractor’s breach of the subcontract caused the Subcontractor or supplier to incur these damages, and (c) how the Owner’s breach of the Contract caused the Contractor’s breach of the subcontract.  Any Contractor Claim  that  fails  to  include  the  above  information,  or  that  states  that  Owner  is  responsible  for  the Subcontractor’s request only in the event that Contractor is found to owe money to Subcontractor, shall act as a complete waiver of Contractor’s rights to (a) recover money or time on the issues for which a Claim was required, (b) submit a Government Code Claim (see Section 4.5.6.4) for the money or time, and (c) initiate any action, proceeding or  litigation  for  the money or  time, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.  4.5.6  PROCEDURES FOR CLAIMS LESS THAN OR EQUAL TO $375,000  (PUBLIC CONTRACT CODE SECTION 20104.2)  Claims less than or equal to $375,000 are subject to this section 4.5.6, as well as the separate procedures and substantive provisions of Sections 4.5.1 through 4.5.5.    

4.5.6.1 Claims for Less Than $50,000. For Claims of less than fifty thousand dollars ($50,000), the Owner shall respond in writing to any written Claim within 45 days of receipt of the Claim, or may request, in writing, within 30 days of receipt of the Claim, any additional documentation supporting the Claim or relating to defenses to the claim the Owner may have against the Contractor.  If  additional  information  is  thereafter  required,  it  shall  be  requested  and  provided  pursuant  to  this subsection, upon mutual agreement of the Owner and Contractor.  If Owner and Contractor cannot reach mutual agreement, Contractor’s failure to provide any reasonably‐requested information within fifteen (15) days after the request, shall act as a complete waiver of Contractor’s rights to (a) recover money or time on the issues for which a Claim was required, (b) submit a Government Code Claim (see Section 4.5.6.4) for the money or time, and (c) initiate any action, proceeding or litigation for such money or time, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.  The Owner’s written response to the Claim, as further documented, shall be submitted to the Contractor within 15 days after receipt of the further documentation, or within a period of time no greater than that taken by the Contractor in producing the additional information, whichever is greater.  

4.5.6.2 Claims Over $50,000 and Less Than or equal to $375,000. For claims over fifty thousand dollars ($50,000) and less than or equal to three hundred seventy‐five thousand dollars ($375,000), the Owner shall 

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respond in writing to all written Claims within 60 days of receipt of the Claim, or may request, in writing, within 30 days of receipt of the Claim, any additional documentation supporting the Claim or relating to defenses to the Claim the Owner may have against the Contractor.  If  additional  information  is  thereafter  required,  it  shall  be  requested  and  provided  pursuant  to  this subsection, upon mutual agreement of the Owner and Contractor.   If Owner and Contract cannot reach mutual agreement, Contractor’s failure to provide any reasonably‐requested information within thirty (30) days after the request, shall act as a complete waiver of Contractor’s rights to (a) recover money or time on the issues for which a Claim was required, (b) submit a Government Code Claim (see Section 4.5.6.4) for such money or time, and (c) initiate any action, proceeding or litigation for such money or time, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.   The Owner’s written response to the Claim, as further documented, shall be submitted to the Contractor within 30 days after receipt of the further documentation, or within a period of time no greater than that taken by the Contractor in producing the additional information or requested documentation, whichever is greater.    4.5.6.3 Meet and Confer. If the Contractor disputes the Owner’s written response, or the Owner fails to respond within the time prescribed, the Contractor may so notify the Owner, in writing, either within 15 days of receipt of the Owner’s response or within 15 days of the Owner’s failure to respond within the time prescribed, respectively, and demand an informal conference to meet and confer for settlement of the issues in dispute.   Upon a demand, the Owner shall schedule a meet and confer conference for settlement of the dispute, which shall take place within 30 days of the demand.  Upon written agreement of the Owner and Contractor, the conference may take place during regularly scheduled Project meetings.  If Contractor fails to timely notify the Owner that it wishes to meet and confer pursuant to the previous paragraph, then Contractor will have waived all rights to (a) recover money or time on the issues for which a Claim was required, (b) submit a Government Code Claim (see Section 4.5.6) for such money or time, and (c) initiate any action, proceeding or litigation for such money or time, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies.   If a Claim, or any portion of a Claim, over $100,000  remains  in dispute after  the meet and confer and Contractor wishes to pursue it, Contractor must demand non‐binding mediation in writing within fifteen (15) days.  If Contractor fails to timely notify the Owner in writing that it wishes to mediate pursuant to this paragraph, Contractor will have waived all right to further pursue the Claim pursuant to section 4.5.4.  The parties shall reasonably cooperate to schedule and attend a mediation as soon as reasonably possible.      4.5.6.4 Government Code Claim. If the Claim or any portion remains in dispute after the meet and confer  conference  and  Contractor wishes  to  pursue  it,  the  Contractor must  file  a  timely  and  proper Government Code Claim.  The filing of a Government Code Claim is specifically required in addition to all contractual procedures described in Sections 4.5 through 4.5.6.3.  The above contractual procedures do not act as a substitute for the Government Code Claim process, and the two sets of procedures shall be sequential with the contractual procedures coming first.  Failure to timely file a Government Code Claim shall act as complete waiver of Contractor’s rights to (a) recover money or time on the issues for which a Government Code Claim was required, and (b) initiate any action, proceeding or litigation for such money or time, as Contractor will not have satisfied a condition precedent or exhausted administrative remedies. 

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Owner and Contractor shall proceed with the Government Code Claim according to Government Code, Section 900 et seq., and as otherwise permitted by law.  For purposes of the applicable Government Code provisions, and as provided in Public Contract Code section 20104.2(e), the running of the time period within which a Contractor must file a Government Code Claim shall be tolled from the time the Contractor submits a written Claim under Article 4.5 until the time that the Claim is denied, in whole or in part, as a result of the meet and confer process in Section 4.5.6.3, including any period of time utilized by the meet and confer process.  4.5.7  PROCEDURES FOR CLAIMS OVER $375,000  Contractor and Owner shall proceed with Claims over $375,000 pursuant to Section 4.5.6, except as follows:  (a) Section 4.5.6.1, shall not be applicable; (b) for Section 4.5.6.2, Owner shall respond in writing to all written Claims within 90 days of receipt of the Claim, or may request, in writing, within 45 days of receipt of the Claim, any additional documentation supporting the Claim or relating to defenses to the Claim the Owner may have against the Contractor; (c) for Section 4.5.6.2, Owner shall respond within 45 days after receipt of the  further documentation, or within a period of  time no greater  than  that  taken by  the Contractor  in producing the additional information or documentation, whichever is greater; and (d) for Section 4.5.6.3, following the meet and confer conference, if the Claim or any portion of it remains in dispute and Contractor wishes to pursue it, Contractor must demand in writing within fifteen (15) days that the parties mediate (non‐binding).  If Contractor fails to timely notify the Owner in writing that it wishes to mediate pursuant to this paragraph, then Contractor will have waived all rights to further pursue the Claim pursuant to Section 4.5.4.  The parties shall reasonably cooperate to schedule and attend a mediation as soon as reasonably possible.  4.5.8  CONTINUING CONTRACT PERFORMANCE  Despite submission or rejection of a Notice of Potential Change, COR or Claim, the Contractor shall proceed diligently with performance of the Contract as directed by Owner, and the Owner shall continue to make any undisputed payments in accordance with the Contract.  4.5.9  CLAIMS FOR CONCEALED OR UNKNOWN CONDITIONS    4.5.9.1 Trenches or Excavations Less Than Four Feet Below the Surface. If Contractor encounters conditions  at  the  Site which  are  subsurface  or  otherwise  concealed  physical  conditions, which  differ materially from those indicated in the Contract Documents, or unknown physical conditions of an unusual nature, which differ materially from those ordinarily found to exist and generally recognized as inherent in construction activities of the character provided for in the Contract Documents, the Contractor shall give notice to the Owner promptly before conditions are disturbed and in no event later than ten (10) days after first observance of the conditions.  If Contractor believes that such conditions differ materially and will cause an increase in the Contractor’s cost of, time required for, or performance of any part of the Work, Contractor must comply with the provisions above for Notice of Potential Change, Change Order Request, and Claims (beginning with Section 4.5.1).    

4.5.9.2 Trenches or Excavations Greater Than Four Feet Below  the Surface. Pursuant  to Public Contract Code section 7104, when any excavation or trenching extends greater than four feet below the surface:  

4.5.9.2.1 The Contractor shall promptly, and before the following conditions are disturbed, notify the Owner, in writing, of any: 

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(1)  Material that the Contractor believes may be material that is hazardous waste, as defined in Section 25117 of the Health and Safety Code, that is required to be removed to a Class I, Class II, or Class III disposal site in accordance with the provisions of existing law. 

 (2)  Subsurface or latent physical conditions at the site differing from those indicated 

by information about the site made available to bidders prior to the deadline for submitting bids.  (3)   Unknown  physical  conditions  at  the  site  of  any  unusual  nature,  different 

materially from those ordinarily encountered and generally recognized as inherent in work of the character provided for in the Contract. 

 4.5.9.2.2  The Owner  shall  promptly  investigate  the  conditions,  and  if  it  finds  that  the 

conditions do materially so differ, or do involve hazardous waste, and cause a decrease or increase in the Contractor’s cost of, or the time required for, performance of any part of the Work, then the Owner shall issue a change order under the procedures described in the Contract.  

4.5.9.2.3  In  the event  that a dispute arises between  the Owner and  the Contractor as  to whether the conditions materially differ, or involve hazardous waste, or cause a decrease or increase in the Contractor’s cost of, or time required for, performance of any part of the Work, the Contractor shall proceed with all work to be performed under the Contract.  The Contractor shall retain any and all rights provided either by Contract or by law which pertain to the resolution of disputes and protests between the contracting parties.  4.5.10 INJURY OR DAMAGE TO PERSON OR PROPERTY  If either party to the Contract suffers injury or damage to person or property because of an act or omission of the other party, any of the other party’s employees or agents, or others for whose acts such party is legally liable, written notice of such injury or damage, whether or not insured, shall be given to the other party within a reasonable time not exceeding ten (10) days after first observance.  The notice shall provide sufficient detail to enable the other party to investigate the matter.  For a Notice of Potential Change, COR and Claim for additional cost or time related to this injury or damage, Contractor shall follow Section 4.5. 

 ARTICLE 5 

SUBCONTRACTORS  5.1  DEFINITIONS  5.1.1  SUBCONTRACTOR  A Subcontractor is a person or entity, who has a contract with the Contractor to perform a portion of the Work at the Site.  The term “Subcontractor” is referred to throughout the Contract Documents as if singular in number  and means  a  Subcontractor  or  an  authorized  representative  of  the  Subcontractor.    The  term “Subcontractor” does not include a separate contractor or subcontractors of a separate contractor.  To the extent that the term Trade Contractor is utilized in the Contract Documents, it shall have the same meaning as the term “Subcontractor.”  

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5.1.2  SUB‐SUBCONTRACTOR  A Sub‐subcontractor  is a person or entity who has a direct or  indirect contract with a Subcontractor  to perform a portion of  the Work at  the Site. The  term “Sub‐subcontractor”  is  referred  to  throughout  the Contract Documents as if singular in number and means a Sub‐subcontractor or an authorized representative of the Sub‐subcontractor.  5.1.3  SPECIALTY CONTRACTORS  If a Subcontractor is designated as a “Specialty Contractor” as defined in section 7058 of the Business and Professions Code, all of the Work outside of that Subcontractor’s specialty shall be performed in compliance with the Subletting and Subcontracting Fair Practices Act, Public Contract Code sections 4100, et seq.    5.2  AWARD OF SUBCONTRACTS AND OTHER CONTRACTS FOR PORTIONS OF THE WORK  5.2.1  ASSIGNMENT OR SUBSTITUTION ‐ CONSENT OF OWNER  In accordance with Public Contract Code sections 4107 and 4107.5, Contractor shall not, without the written consent of the Owner: substitute any person or entity as a Subcontractor in place of the current Subcontractor; permit any such Subcontract to be assigned or transferred, or allow it to be performed by any person or entity other than the current Subcontractor ; or sublet or subcontract any portion of the Work in excess of one‐half of one percent (0.5%) of the Contractor’s total bid as to which its original calculation of the GMP was not based on the hiring of a Subcontractor.  Any assignment or substitution made without the prior written consent of the Owner shall be void, and the assignees shall acquire no rights in the Contract.  Any consent, if given, shall not  relieve  Contractor  or  its  Subcontractors  from  their  obligations  under  the  terms  of  the  Contract Documents.  5.2.2  GROUNDS FOR SUBSTITUTION  Pursuant to Public Contract Code section 4107 and the procedure set forth therein, Contractor may not request to substitute any person or entity as a Subcontractor in place of a Subcontractor whose bid was used in the calculation of the GMP except in the following instances:    A.  When the Subcontractor whose bid was used in the calculation of the GMP, after having a 

reasonable opportunity to do so, fails or refuses to execute a written Contract for the scope of work specified in the subcontractor’s bid and at the price specified in the subcontractor’s bid, when  that  written  Contract,  based  upon  the  general  terms,  conditions,  plans  and specifications for the Project involved or the terms of that Subcontractor’s written bid, is presented to the Subcontractor by the prime contractor; 

   B.  When  the  Subcontractor  becomes  insolvent  or  the  subject  of  an  order  for  relief  in 

bankruptcy;     C.  When the Subcontractor fails or refuses to perform his or her Subcontract;    D.  When  the  Subcontractor  fails  or  refuses  to meet  the  bond  requirements  of  the  prime 

contractor set forth in Public Contract Code section 4108.  

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  E.  When the Contractor demonstrates to the Owner, or its duly authorized officer, subject to the further provisions of Public Contract Code section 4107.5, that the bid of the Subcontractor was used in calculating the GMP as the result of inadvertent clerical error;  

   F.  When the Subcontractor is not licensed pursuant to the Contractors License Law; or    G.  When the Owner, or its duly authorized officer, determines that the Work being performed 

by the Subcontractor is substantially unsatisfactory and not in substantial accordance with the plans and specifications, or the Subcontractor is substantially delaying or disrupting the progress of the Work. 

 H.  When the Subcontractor is ineligible to work on a public works project pursuant to Section 

1777.1 or 1777.7 of the Labor Code.    I.  When the Owner determines that the Subcontractor is not a responsible contractor.    5.2.2.1 No Change in Contract.   Any substitutions of Subcontractors shall not result in any increase in the GMP or result in the granting of any extension of time for the completion of the Project.     5.3  SUBCONTRACTUAL RELATIONS   By appropriate agreement, written where  legally required for validity, the Contractor shall require each Subcontractor, to the extent of the Work to be performed by the Subcontractor, to be bound to the Contractor by terms of the Contract Documents, and to assume toward the Contractor all obligations and responsibilities, which the Contractor, by the Contract Documents, assumes toward the Owner.  Each subcontract agreement shall preserve and protect the rights of the Owner under the Contract Documents with respect to the Work to be performed by the Subcontractor so that subcontracting thereof will not prejudice such rights, and shall allow to the Subcontractor, unless specifically provided otherwise in the subcontract agreement, the benefit of all rights, remedies, and redress against the Contractor that the Contractor, by the Contract Documents, has against the Owner.  Where appropriate, the Contractor shall require each Subcontractor to enter into similar agreements with Sub‐subcontractors.  The Contractor shall make available to each proposed Subcontractor, prior  to  the  execution  of  the  subcontract  agreement,  copies  of  the Contract Documents  to which  the Subcontractor will be bound.  Upon written request of the Subcontractor, the Contractor shall identify to the Subcontractor the terms and conditions of the proposed subcontract agreement, which may be at variance with the Contract Documents.  Subcontractors shall similarly make copies of applicable portions of such documents available to their respective proposed Sub‐subcontractors.  5.4  CONTINGENT ASSIGNMENT OF SUBCONTRACTS  Each subcontract agreement for a portion of the Work is assigned by the Contractor to the Owner provided that:    A.  Assignment is effective only after termination of the Contract with the Contractor by the 

Owner for cause pursuant to Article 14 and only for those subcontract agreements which the Owner accepts by notifying the Subcontractor in writing; and 

 

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  B.  Assignment is subject to the prior rights of the surety, if any, obligated under any bond relating to the Contract. 

 5.5  SUBCONTRACTOR’S RESPONSIBILITIES  Every Subcontractor is bound to the following provisions, unless specifically noted to the contrary in the Subcontractor’s contract subject to the limitations of section 5.3.  5.5.1  SUPERVISION BY SUBCONTRACTORS  Subcontractors shall efficiently supervise their Work, using their best skill and attention.  Each of them shall carefully study and compare all Drawings, Specifications, and other  instructions, shall at once report to Contractor any error or omission which any of them may discover, and shall subsequently proceed with the Work  in  accordance with  instructions  from  the Contractor  concerning  such  error  or  omission.    Each Subcontractor shall be fully responsible for and shall bear the full risk of loss of all of its property.  5.5.2  DISCIPLINE AND ORDER  Each Subcontractor shall at all  times enforce strict discipline and good order among  its Subcontractors, material or equipment suppliers, or their agents, employees, and invitees, and shall establish and maintain surveillance over the activities of each of the foregoing to minimize any disturbance, damage, pollution, or unsightly conditions relative to property areas adjacent to or in the vicinity of the Site.  The Contractor shall have the right to remove from the Work any employee of a Subcontractor for any reason including, without limitation, incompetence or carelessness.  5.5.3  DEFECTS DISCOVERED  Should the proper and accurate performance of the Work depend upon the proper and accurate performance of other work not included in its Contract, each Subcontractor shall use all necessary means to discover any defect in such other work and shall allow the Contractor, the Owner and Architect, or other Subcontractors as Contractor elects, a reasonable amount of time to remedy such defects.  If the Subcontractor should proceed with its Work, it shall be considered to have accepted such other work, unless the Subcontractor shall have proceeded pursuant to instructions in writing by the Contractor over its written objection.  5.5.4  SUBCONTRACTOR INFORMATION  Each Subcontractor shall submit to the Owner, the Contractor, or the Architect, as the case may be, promptly when requested by any of the foregoing, information with respect to the names, responsibilities, and titles of the principal members of its staff, the adequacy of the Subcontractor’s equipment and the availability of necessary materials and supplies.  Subcontractor shall fully cooperate with Contractor in its periodic review of the adequacy of Subcontractor’s supervision, personnel, and equipment, and the availability of necessary materials and supplies and shall promptly comply with the requirements of the Contractor with respect thereto.  5.5.5  TEMPORARY STRUCTURES  Each  Subcontractor may  furnish  at  its  expense  its  own  temporary  facilities  and  storage  except  those specifically agreed to be furnished to it by the Contractor in the Subcontract Agreement, but only as deemed 

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acceptable by the Contractor.  Subcontractor’s material storage rooms and field offices, etc., will be placed in locations designated by the Contractor.  When it becomes necessary due to the progress of the Project for the Subcontractor to relocate its field operations, it will do so in an expeditious manner and at no additional cost to Contractor or Owner.  The construction of material storage rooms and field offices, etc., will be of fire resistive material only, such as concrete or gypsum block, rated drywall, or sheet metal.    5.5.6  CHARGES TO SUBCONTRACTOR  Each Subcontractor may be subject to the Contractor’s reasonable charges for hoisting, repair to other work caused  by  the  fault  or  negligence  of  Subcontractor,  removal  of  Subcontractor’s  rubbish,  and  clean‐up occasioned by Subcontractor.  5.5.7  FINES IMPOSED  Subcontractor shall comply with and pay any fines or penalties imposed for violation of any applicable law, ordinance, rule, regulation, Environmental Impact Report mitigation requirement, and lawful order of any public authority, including, without limitation, all OSHA and California OSHA requirements and those of other authorities having jurisdiction of the safety of persons or property.  5.5.8  [Not Used]   5.5.9  REMEDIES FOR FAILURE TO PERFORM  Without limitation of any other right or remedy available to Contractor under the Contract Documents or at law, should: the Subcontractor fail to perform its portion of the Work in a skilled and expeditious manner in accordance with  the  terms of  the Contract Documents with  sufficient  labor, materials, equipment, and facilities; delays  the progress of  the  job or otherwise  fail  in any of  its obligations; or either a receiver  is appointed  for  the Subcontractor or  the Subcontractor  is declared to be bankrupt or  insolvent, and such appointment, bankruptcy, or insolvency proceedings or declaration is not set aside within thirty (30) days, then the Contractor, upon three (3) days notice to the Subcontractor (subject to the requirements of Pub. Contracts Code, § 4107), may provide such labor, materials, or perform such work and recover the cost plus profit and overhead from monies due or to become due thereafter to the Subcontractor.  The Contractor may terminate the employment of the Subcontractor, taking possession of its tools, materials, and equipment related to the Work and cause the entire portion of the Subcontractor’s Work to be finished either by another Subcontractor or through the Contractor’s own forces.  5.5.10  DISPUTES NOT TO AFFECT WORK  In the event of any dispute as to whether or not any portion of the Work is within the scope of the Work to be performed by a Subcontractor, or any dispute as to whether or not the Subcontractor is entitled to a Change Order for any Work requested of  it or entitled  to payment,  the Subcontractor shall continue  to proceed diligently  with  the  performance  of  the Work.    Regardless  of  the  size  or  nature  of  the  dispute,  the Subcontractor shall not under any circumstances cease or delay performance of its portion of the Work during the existence of the dispute.  The Contractor shall continue to pay the undisputed amounts called for under the Subcontract Agreement during the existence of the dispute.  Any party stopping or delaying the progress of  the Work because of a dispute shall be responsible  in damages  to  the Owner,  the Architect, and  the Contractor for any losses suffered as a result of the delay.  

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5.5.11  APPLICATION FOR PAYMENT  Contractor agrees to advise the Subcontractor if any documentation in connection with the Subcontractor’s application for payment has not been accepted or is in any way unsatisfactory.  5.5.12  COMPLIANCE WITH PROCEDURES  Each Subcontractor shall comply with all procedures established by the Contractor for coordination among the Owner, the Owner’s consultants, Architect, Contractor, and the various Subcontractors for coordination of the Work with all local municipal authorities, government agencies, utility companies, and any other agencies with jurisdiction over all or any portion of the Work.  The Subcontractor shall cooperate fully with all of the foregoing parties and authorities.  5.5.13  ON‐SITE RECORD KEEPING  Subcontractor shall comply with all on‐Site record keeping systems established by the Contractor and shall, upon  the  request  of  the Contractor, provide  the Contractor with  such  information  and  reports  as  the Contractor may deem appropriate.  Without limitation of the foregoing, the Subcontractor shall assemble all required permits and certificates so that they are readily accessible at the Site.  5.5.14  NON‐EXCLUSIVE OBLIGATIONS  The specific requirements of Article 5 are not intended to exclude the obligation of the Subcontractor to comply with any of the other provisions of the General Conditions and the other Contract Documents which are relevant to the proper performance of its portion of the Work.  

ARTICLE 6 CONSTRUCTION BY OWNER OR BY SEPARATE CONTRACTORS 

 6.1   OWNER’S  RIGHT  TO  PERFORM  CONSTRUCTION  AND  TO  AWARD  SEPARATE CONTRACTS  6.1.1  OWNER’S RIGHTS  The Owner reserves the right to perform work related to the Project, but outside Contractor’s scope of the Work, with the Owner’s own forces, and to award separate contracts in connection with other portions of the Project  or  other  construction  or  operations  on  the  Site  under Conditions  of  the Contract  identical  or substantially similar to these including those portions related to insurance.  Upon the election to perform work with its own forces or by separate contracts, the Owner shall notify the Contractor.  If the Contractor claims that delay or additional cost is involved because of such action by the Owner, the Contractor shall proceed pursuant to Section 4.5 in the Contract Documents.  6.1.2  DESIGNATION AS CONTRACTOR  When separate contracts are awarded for different portions of the Project or other construction or operations on the Site, the term “Contractor” in the Contract Documents in each case shall mean the Contractor who executes each separate Owner/Contractor Agreement.  

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6.1.3  CONTRACTOR DUTIES  The Owner shall have overall responsibility for coordination and scheduling of the activities of the Owner’s own forces and of each separate contractor with the Work of the Contractor, who shall cooperate with them. The  Contractor  shall  participate  with  other  separate  contractors  and  the  Owner  in  reviewing  their construction schedules when directed to do so.  The Contractor shall make any revisions to the construction schedule and GMP deemed necessary after a joint review and mutual agreement.  The construction schedules shall then constitute the schedules to be used by the Contractor, separate contractors, and the Owner until subsequently revised.  6.1.4  OWNER OBLIGATIONS  Unless otherwise provided in the Contract Documents, when the Owner performs work related to the Project with the Owner’s own forces, the Owner shall be deemed to be subject to the same obligations, and to have the same rights, which apply to the Contractor under the General Conditions, including, without excluding others, those stated in Article 3, this Article 6 and Articles 10 and 12.  Owner shall indemnify and hold harmless Contractor for all work being performed by Owner or Owner’s direct hired subcontractors and vendors.  6.2  MUTUAL RESPONSIBILITY  6.2.1  DELIVERY AND STORAGE  The Contractor shall afford the Owner and separate contractors reasonable opportunity for delivery and storage of their materials and equipment and performance of their activities, and shall connect and coordinate the separate contractors’ construction and operations with theirs as required by the Contract Documents.  6.2.2  NOTICE BY CONTRACTOR  If part of the Contractor’s Work depends upon proper execution or results from work by the Owner or a separate contractor, the Contractor shall, prior to proceeding with that portion of the Work, promptly report to the Owner patent discrepancies or defects in such other construction that would render it unsuitable for such proper execution and results.  Failure of the Contractor to so report shall constitute an acknowledgment that the Owner’s or separate contractors’ completed or partially completed construction is fit and proper to receive the Contractor’s Work, except as to defects not then reasonably discoverable.  6.2.3  COSTS INCURRED  Costs, expenses, and damages caused by delays,  improperly  timed activities, defective construction, or damages to another’s work/Work shall be borne by the party responsible.  Should Contractor/any contractor cause damage to the work or property of any separate contractor on the Project, or cause any delay to any such contractor, the Contractor shall defend, indemnify and hold Owner harmless for such damage or delay under section 3.16.   Owner may withhold from sublease payments and/or retention the cost of delay or damage to another contractor’s work or damage to another contractor’s property caused by Contractor.  Should Owner or Owner’s hired vendors / subcontractors cause damage to the work or property of any Contractor or its Subcontractors on the Project, or cause any delay to any such contractor, the Owner shall 

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defend, indemnify and hold Contractor harmless for such damage or delay under section 3.16.  Owner may not withhold payment to the Contractor for any damages or delays caused by the Owner.  6.2.4  CORRECTION OF DAMAGE  The Contractor  shall promptly  remedy damage wrongfully  caused by  the Contractor  to  completed or partially completed construction or to property of the Owner or separate contractors.  6.3  OWNER’S RIGHT TO CLEAN UP  If a dispute arises among the Contractor, separate contractors, and the Owner as to the responsibility under their respective contracts for maintaining the premises and surrounding area free from waste materials and rubbish as described in Section 3.13, the Owner may clean up and allocate the cost among those responsible.  

ARTICLE 7 CHANGES IN THE WORK 

 7.1  CHANGES  7.1.1  NO CHANGES WITHOUT AUTHORIZATION  The Owner reserves the right to change the Work by making such alterations, deviations, additions to, or deletions from the plans and specifications, as may be deemed by the Owner to be necessary or advisable for the proper completion or construction of the Work contemplated, and Owner reserves the right to require Contractor to perform such work.  No adjustment will be made in the Contract unit price of any Contract item regardless of the quantity ultimately required.    Owner shall compensate Contractor with additional money or grant extra time to Contractor, or both, via Change Order  for  issues described  in  Subsections  4.5.A(1)‐(3),  above,  if  required under  these General Conditions. Owner shall not have any obligation to compensate Contractor with money or grant extra time to Contractor for any other issues, including but not limited to acts or omissions of parties other than the Owner (such as The Peery Foundation or Architect), an error or omission in the Architect’s plans or specifications, or a change in the plans or specifications ordered by The Peery Foundation or Architect.  Contractor shall follow the provisions of these General Conditions, including Sections 7.6 and 7.7, when requesting additional money or  additional  time.   Contractor  shall  expeditiously  perform  all  extra work  upon  direction,  even  if  no agreement has been reached on extra time or money.  For all such changes resulting in a credit to Owner, Contractor shall follow these General Conditions, including Sections 7.5 and 7.7, in providing the credit to Owner.  Contractor shall bring all potential credits to the Owner’s attention.  There shall be no change whatsoever in the drawings, specifications, or in the Work or payments under the Contract Documents without an executed Change Order, Construction Change Directive, or order by the Owner pursuant to Section 7.1.2, except for a change that does not meet any of the nine conditions in the last paragraph of Article 10 of the Agreement.  Owner shall not be liable for the cost of any extra work or any substitutions, changes, additions, omissions, or deviations from the Drawings and Specifications unless the same shall have been properly requested under Section 4.5 and authorized by, and the cost thereof approved in writing by, Change Order or Construction Change Directive.  No extension of time for performance of the Work or extra work shall be allowed hereunder unless request for such extension is properly made under Section 4.5 and such time is thereof approved in writing by Change Order or Construction Change Directive.  

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The provisions of the Contract Documents shall apply to all such changes, additions, and omissions with the same effect as if originally embodied in the Drawings and Specifications.    7.1.2  AUTHORITY TO ORDER MINOR CHANGES   The Owner has authority to order minor changes in the Work not involving any adjustment in the GMP, an extension of the Contract Time, or a change which is inconsistent with the intent of the Contract Documents.  Such  changes  shall be  effected by written Construction Change Directive  and  shall be binding on  the Contractor.  The Contractor shall carry out such written orders promptly.  The Contractor shall notify the Owner if the written Change Order Directive will impact the GMP or cause an extension to the Contract Time, pursuant to Section 4.5, above.    7.2  CHANGE ORDERS (“CO”)   A CO is a written instrument signed by the Owner and the Contractor, approved by the Owner’s Governing Board and DSA, stating the agreement of Owner and Contractor upon all of the following:    A.  A change in the Work;    B.  The amount of the adjustment in the GMP, if any; and    C.  The extent of the adjustment in the Contract Time, if any.  Unless expressly stated otherwise in the CO, any CO executed by Owner and Contractor constitutes and includes full and complete money and time (including but not limited to, adjustments to money and time) for all costs and effects caused by any of the changes described within it.  Unless expressly stated otherwise in the CO, in consideration for the money received for the changes described in the CO, Contractor waives all Claims for all costs and effects caused by any of the changes, including but not limited to labor, equipment, materials, delay, extra work, overhead  (home and  field), profit, direct costs,  indirect costs, acceleration, disruption, impaired productivity, time extensions, and any the costs and effects on Subcontractors and suppliers of any tier.  7.3  CONSTRUCTION CHANGE DIRECTIVES (“CCD”)  7.3.1  DEFINITION  A CCD is a written unilateral order signed by the Owner directing a change in the Work and stating an adjustment, if any, in the GMP or Contract Time, or both.  The Owner may by CCD, without invalidating the Contract, order  changes  in  the Work within  the general  scope of  the Contract  consisting of  additions, deletions, or other revisions pursuant to Section 7.1.1.  7.3.2  USE TO DIRECT CHANGE  A CCD shall be used in the absence of agreement on the terms of a CO.  If Contractor disagrees with the terms of a CCD,  it shall nevertheless perform the work directed by the CCD, but  it may pursue the Notice of Potential Change, COR and Claim procedures of Section 4.5 if Contractor believes it is entitled to changes in the GMP or Contract Time.    

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7.4  REQUEST FOR INFORMATION (“RFI”)  7.4.1  DEFINITION  An RFI is a written request prepared by the Contractor asking the Owner to provide additional information necessary to clarify an item which the Contractor feels is not clearly shown or called for in the drawings or specifications, or to address problems which have arisen under field conditions.  7.4.2  SCOPE  The RFI shall reference all the applicable Contract Documents including specification section, detail, page numbers,  drawing  numbers,  and  sheet  numbers,  etc.    The Contractor  shall make  suggestions  and/or interpretations of the issue raised by the RFI.  An RFI cannot modify the GMP, Contract Time, or the Contract Documents.  7.4.3  RESPONSE TIME  Unless Owner expressly directs otherwise in writing, Contractor shall submit RFIs for issues other than mechanical, electrical, plumbing, or civil directly to the Architect, with copies forwarded to the Owner.  If Contractor believes that the Architect’s response to an RFI results in a change in the Work that warrants additional money or time, or that Architect’s response was unreasonably delayed and caused delay to the Project’s critical path, Contractor shall follow the procedures for additional money or time under Section 4.5.  No presumption shall arise as to the timeliness of the response if the response is more than fourteen (14) days after the Architect is required to provide a written response.     7.5  REQUEST FOR PROPOSAL (“RFP”)  7.5.1  DEFINITION  An RFP is Owner’s written request asking the Contractor to submit to the Owner an estimate of the effect, including credits, of a proposed change on the GMP and the Contract Time.  7.5.2  SCOPE  An RFP shall contain adequate information, including any necessary drawings and specifications, to enable Contractor to provide the cost breakdowns required by section 7.7.  The Contractor shall not be entitled to any additional money for preparing a response to an RFP, whether ultimately accepted or not.  7.6  CHANGE ORDER REQUEST (“COR”)  7.6.1  DEFINITION  A COR is a written request prepared by the Contractor asking the Owner for additional money or time.    7.6.2  CHANGES IN PRICE  A COR shall include breakdowns per section 7.7 to validate any proposed change in GMP.  

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7.6.3  CHANGES IN TIME  Where a change  in Contract Time  is requested, a COR shall also  include delay analysis  to validate any proposed  change  to  the Contract  Time,  and  shall meet  all  requirements  in  these General Conditions, including but not limited to Section 8.4.  Any additional time requested shall not be the number of days to make the proposed change, but must be based upon the impact to the Project Schedule as defined in section 3.9 and Division 1 of the Specifications.  7.7  PRICE OF CHANGE ORDERS  7.7.1  SCOPE  Any COR shall provide in writing to the Owner the effect of the proposed CO upon the GMP and the actual cost of construction, which shall  include a complete  itemized cost breakdown of all  labor and material showing actual quantities, hours, unit prices, wage rates, required for the change, and the effect upon the Contract Time of such CO.    7.7.2  DETERMINATION OF COST  The amount of the increase or decrease in the GMP resulting from a CO, if any, shall be determined in one or more of the following ways as applicable to a specific situation:    A.  Mutual  acceptance  of  a  lump  sum  properly  itemized  and  supported  by  sufficient 

substantiating data to permit evaluation;    B.  Unit prices stated in the Contractor’s original bid, the Contract Documents, or subsequently 

agreed upon between the Owner and the Contractor;    C.  Cost to be determined in a manner agreed upon by the parties and a mutually acceptable 

fixed or percentage fee; or    D.  By  cost  of material  and  labor  and  percentage  of  overhead  and  profit.    If  the  value  is 

determined by this method the following requirements shall apply:      1.  [Not Used]       2.  Basis for Establishing Costs  

  a)  Labor:      i)  Labor Performed by the Contractor’s Own Labor force:   Labor will be based 

on the Contractor’s labor rates provided to the Owner as part of the original contract Agreement. 

   ii)   Labor Performed by the Subontractors:   Labor will be the actual cost for 

wages prevailing locally for each craft or type of workers at the time the extra work is done, plus employer payments of payroll taxes and insurance, health and welfare, pension, vacation, apprenticeship funds, and other direct costs 

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resulting from Federal, State, or local laws, as well as assessments or benefits required  by  lawful  collective  bargaining  agreements.    The  use  of  a  labor classification, which would increase the extra work cost, will not be permitted unless the Contractor establishes the necessity for such additional costs.  Labor costs for equipment operators and helpers shall be reported only when such costs are not included in the invoice for equipment rental. 

       b)   Materials shall be at invoice price at which such materials are locally available 

and delivered to the Site in the quantities involved, plus sales tax, freight, and delivery.            The  Owner  reserves  the  right  to  supply  materials  to  the  Contractor  if 

necessary  for  the  progress  of  the Work,  if  deemed  to  be  of  acceptable  quality  by Contractor.  No markup shall be applied to any material provided by the Owner. 

       c)   Tool and Equipment Rental.  No payment will be made for the use of tools which 

have a replacement value of $100 or less.            Regardless of ownership, the rates to be used in determining equipment rental 

costs shall not exceed  listed  rates prevailing  locally at equipment  rental agencies or distributors at the time the work is performed. 

           The rental rates paid shall include the cost of fuel, oil, lubrication, supplies, 

small tools, necessary attachments, repairs and maintenance of any kind, depreciation, storage, insurance, and all incidentals. 

           Necessary loading and transportation costs for equipment used on the extra 

work shall be included.  If equipment is used intermittently and, when not in use, could be returned to its rental source at less expense to the Owner than holding it at the work Site, it shall be returned unless the Contractor elects to keep it at the work Site at no expense to the Owner. 

           All equipment shall be acceptable to the Inspector of Record, in good working 

condition, and suitable for the purpose for which it is to be used.  Manufacturer’s ratings and modifications shall be used to classify equipment, and equipment shall be powered by a unit of at least the minimum rating recommended by the manufacturer. 

       d)   Other Items.  The Owner may authorize other items which may be required on 

the extra work.  Such items include labor, services, material, and equipment which are different in their nature from those required by the Work, and which are of a type not ordinarily available from the Contractor or any of the Subcontractors.  Invoices covering all such items in detail shall be submitted with the Application for Sublease Payment. 

       e)   Invoices.  Vendors’  invoices  for  material,  equipment  rental,  and  other 

expenditures shall be submitted with the COR.  If the Application for Sublease Payment is not substantiated by invoices or other documentation, the Owner may establish the cost of the item involved at the lowest price which was current at the time of the Daily Report. 

 

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      f)   Overhead, premiums and profit.  For overhead, including direct and indirect costs, submit with the COR and include: home office overhead, off‐Site supervision, CO preparation/negotiation/research  for  Owner  initiated  changes,  time  delays,  project interference  and  disruption,  additional  guaranty  and  warranty  durations,  on‐Site supervision, additional temporary protection, additional temporary utilities, additional material handling costs, and additional safety equipment costs. 

 7.7.3  FORMAT FOR PROPOSED COST CHANGE  Contractor shall submit proposed Cost Change within a format that clearly identifies the scope of work of the change along with all supporting documentation as described in Section 7.7.2.  It  is  expressly understood  that  the value of  such  extra work or  changes,  as determined by  any of  the aforementioned methods, expressly includes (1) any and all of the Contractor’s costs and expenses, both direct and indirect, resulting from additional time required on the project or resulting from delay to the project, and (2) any costs of preparing a COR, including but not limited to delay analysis.  Any costs or expenses not included are deemed waived.  7.7.4  [Not Used]    7.7.5  ACCOUNTING RECORDS  With respect to portions of the Work performed by COs and CCDs on a time‐and‐materials, unit‐cost, or similar basis, the Contractor shall keep and maintain cost‐accounting records satisfactory to the Owner, which shall be available to the Owner on the same terms as any other books and records the Contractor is required to maintain under the Contract Documents.    7.7.6  NOTICE REQUIRED  Contractor shall submit a written Notice of Potential Change for additional money or time pursuant to section 4.5.1.    7.7.7  APPLICABILITY TO SUBCONTRACTORS  Any requirements under this Article 7 shall be equally applicable to COs or CCDs issued to Subcontractors by the Contractor to the same extent required of the Contractor.  7.8  WAIVER OF RIGHT TO CLAIM MONEY OR TIME   Failure to demand money based on costs, or time extensions, as part of a COR constitutes a complete waiver of Contractor’s right to claim the omitted money or time.  All money or time for an issue must be included in the COR at the time submitted.       

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ARTICLE 8 TIME 

 8.1  DEFINITIONS  8.1.1  CONTRACT TIME  Unless otherwise provided, Contract Time is the period of time, including authorized adjustments, allotted in the Contract Documents for Completion of the Work.  8.1.2  NOTICE TO PROCEED  Contractor shall not commence the Work until it receives a Notice to Proceed from Owner.   The date of commencement of the Work is the date of the Notice to Proceed or the date of commencement established in the Notice to Proceed, whichever is later.  The date of commencement shall not be postponed by the failure to act of the Contractor or of persons or entities for which the Contractor is responsible.  8.1.3  DAYS  The term “day” as used in the Contract Documents shall mean calendar day unless otherwise specifically defined.  8.2  HOURS OF WORK  8.2.1  SUFFICIENT FORCES  Contractors and Subcontractors shall  furnish sufficient  forces  to ensure  the prosecution of  the Work  in accordance with the Construction Schedule.    8.2.2  PERFORMANCE DURING WORKING HOURS  Work shall be performed during regular working hours except that in the event of an emergency or when required to complete the Work in accordance with job progress, work may be performed outside of regular working hours with the advance written consent of the Owner.  8.2.3  LABOR CODE APPLICATION  As provided in Article 3 (commencing at § 1810), Chapter 1, Part 7, Division 2 of the Labor Code, eight (8) hours of labor shall constitute a legal day’s work.  The time of service of any worker employed at any time by the Contractor or by any Subcontractor on any subcontract under this Contract, upon the work or upon any part of the work contemplated by this Contract, is limited and restricted to eight (8) hours during any one calendar  day  and  forty  (40)  hours  during  any  one  calendar  week,  except  as  hereinafter  provided.  Notwithstanding the provision hereinabove set forth, work performed by employees of Contractors in excess of eight (8) hours per day and forty (40) hours during any one week shall be permitted upon this public work with compensation provided for all hours worked in excess of eight (8) hours per day at not less than one and one‐half (1‐1/2) times the basic rate of pay.   

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Contractor or subcontractor shall pay to the Owner a penalty of Twenty‐five Dollars ($25.00) for each worker employed in the execution of this Contract by the Contractor, or by any Subcontractor, for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any calendar day and forty (40) hours in any one (1) calendar week, in violation of the provisions of Article 3 (commencing at § 1810), Chapter 1, Part 7, Division 2 of the Labor Code, unless compensation for the workers so employed by Contractor is not less than one and one‐half (1‐1/2) times the basic rate of pay for all hours worked in excess of eight (8) hours per day.  8.2.4  COSTS FOR AFTER HOURS INSPECTIONS  If the Owner allows the Contractor to do work outside regular working hours for the Contractor’s own convenience, the costs of any inspections required outside regular working hours, among other remedies, shall be invoiced to the Contractor by the Owner and withheld from sublease payments and/or retention.  Contractor shall give Owner at least 48 hours notice prior to working outside regular working hours.  If the work done after hours is required by the Contract Documents  or at the request of the Owner to be done outside of the Contractor’s or the Inspector of Record’s regular working hours, the costs of any inspections, if required to be done outside of normal working hours, shall be bourne by the Owner.    8.3  PROGRESS AND COMPLETION  8.3.1  TIME OF THE ESSENCE  Time limits stated in the Contract Documents are of the essence of the Contract.  By executing the Agreement the Contractor confirms that the Contract Time is a reasonable period for performing the Work.  8.3.2  NO COMMENCEMENT WITHOUT INSURANCE  The Contractor shall not knowingly, except by agreement or instruction of the Owner, in writing, commence operations on  the Site or elsewhere prior  to  the effective date of  insurance required by Article 11  to be furnished by the Contractor.  The date of commencement of the Work shall not be changed by the effective date of such insurance.   8.3.3  EXPEDITIOUS COMPLETION  The Contractor shall proceed expeditiously to perform the Work, with adequate forces, labor, materials, equipment, services and management, and shall achieve Completion within the Contract Time.  8.4  EXTENSIONS OF TIME ‐ LIQUIDATED DAMAGES  8.4.1  CONDITIONS ALLOWING  FOR EXTENSIONS OF TIME TO COMPLETE THE WORK, ONLY  (EXCUSABLE 

DELAY)  If Contractor exercises due diligence, but the critical path schedule of the Work is unavoidably delayed due to acts of God, acts of public enemy, acts of the Government, acts of the Owner or anyone employed by it, acts of another contractor  in performance of a contract (other than this Contract) with the Owner, fires, floods, epidemics, quarantine restrictions, labor disputes, unusually severe weather, or delays of subcontractors due to such causes, the Owner shall extend the time to complete the Work if Contractor complies with Section 4.5 

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and Article  7.   Owner  shall  take  into  consideration  other  relevant  factors  such  as  concurrent  delays.  Contractor has the burden of proving that any delay was excusable.  Notwithstanding the previous paragraph, Owner’s obligation to grant a time extension is limited as described in Sections 4.5 and 7.1.1, above.   8.4.2   COMPENSABLE DELAY (TIME AND MONEY)  Compensable delays are those excusable delays for which Contractor is also entitled to money.  Contractor has  the burden of proving  that  any delay was  excusable  and  compensable,  including  an  analysis  that establishes non‐concurrency.  Notwithstanding the above, Owner’s obligation to compensate Contractor with money for an excusable delay is limited as described in Sections 4.5 and 7.1.1, above.  8.4.3  NOTICE BY CONTRACTOR REQUIRED; PROCEDURES FOR DEMANDING ADDITIONAL TIME OR MONEY   Contractor shall comply with Section 4.5 and Article 7.   8.4.4  EARLY COMPLETION  Regardless of the cause therefore, the Contractor may not maintain any Claim or cause of action against the Owner for damages incurred as a result of its failure or inability to complete its work on the Project in a shorter period than established in the Contract Documents, the parties stipulating that the period set forth in the Contract Documents is a reasonable time within which to perform the Work on the Project.  8.4.5  LIQUIDATED DAMAGES  Failure to substantially complete the Project within the time and in the manner provided for by the Contract Documents shall subject the Contractor to liquidated damages.  For purposes of liquidated damages, the concept of substantial completion shall constitute completion and  is part of  this agreement.   The actual occurrence of damages and the actual amount of the damages which the Owner would suffer if the Project were  not  substantially  completed  within  the  specified  times  set  forth  are  dependent  upon  many circumstances and conditions which could prevail in various combinations and, from the nature of the case, it is impracticable and extremely difficult to fix the actual damages.  Damages which the Owner would suffer in the event of delay include, but are not limited to, loss of the use of the Project, disruption of activities, costs of administration, supervision and the incalculable inconvenience and loss suffered by the public.  Accordingly, the parties agree that the amount set forth in the Agreement shall be presumed to be the amount of damages which the Owner shall directly incur upon failure of the Contractor to substantially complete the Project within the time specified, during or as a result of each calendar day by which substantial completion of the Project is delayed beyond the completion date as adjusted by Change Orders.   If the Contractor fails to complete the Project by the substantial completion date as adjusted by Change Orders, and liquidated damages therefore accrue, the Owner, in addition to all other remedies provided by law, shall have the right to assess liquidated damages at any time, and to withhold liquidated damages (and any interest thereon) at any time from any and all retention or sublease payments, which would otherwise be or become due the Contractor.  In addition, if it is reasonably apparent to the Owner before the substantial completion date (as adjusted by Change Orders) that the Contractor cannot or will not complete the Work before  that  substantial  completion  date, Owner may  assess  and withhold,  from  retention  or  sublease 

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payments,  the  estimated amount of  liquidated damages  that will accrue  in  the  future.    If  the  retained percentage or withheld sublease payments are not sufficient to discharge all liabilities of the Contractor incurred under this Article, the Contractor and its sureties shall continue to remain liable to the Owner until all such liabilities are satisfied in full.  If the Owner accepts any work or makes any payment under this Agreement after a default by reason of delays, the payment or payments shall in no respect constitute a waiver or modification of any Agreement provisions regarding time of completion and liquidated damages.  8.5  GOVERNMENT APPROVALS  Owner and Contractor shall not be liable for any delays or damages related to the time required to obtain government approvals. 

 ARTICLE 9 

PAYMENTS AND COMPLETION  9.1  GMP  The GMP is stated in the Agreement, later adjusted by Change Orders and Construction Change Directives, and is the total amount payable by the Owner to the Contractor for performance of the Work under the Contract Documents.  9.2  [Not Used]   9.3  SUBLEASE PAYMENTS AND APPLICATIONS FOR SUPPLEMENTAL PAYMENTS    9.3.1  PROCEDURE  On or before the fifth (5th) day of each calendar month for twenty consecutive months, commencing the month of August 2015, Owner will make a  lease payment of $1,822,167.45  to Contractor,  less amounts permitted or required to be withheld pursuant to the Contract Documents (“Sublease Payment”).      On or before the fifth (5th) day of each calendar month during the term of the Sublease , the Contractor may submit to the Owner an Application for Supplemental Payment (“Application”) for any fully executed and Board‐approved Change Orders under Sections 4.5 and 7.1.1 where work performed under such Change Orders the previous month remains unpaid.  Contractor shall not include Notices of Potential Claims, COR’s, Claims, or disputed amounts in any Application.  Each Application shall comply with all requirements in the Contract Documents and shall be notarized, if required, and supported by the following or such portion thereof as the applicable entity requires:    A.  The amount paid to the date of the Application to the Contractor, to all its Subcontractors, 

and all others furnishing labor, material, or equipment for the Work that is the subject of the Application; 

   B.  The amount being requested with the Application by the Contractor on its own behalf; and    C.  A certification that the Record Drawings and Annotated Specifications are current. 

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9.3.2  [Not Used]    9.3.3  WARRANTY OF TITLE  The Contractor further warrants that upon submittal of an Application, all work for which Sublease Payments or Supplemental Payments have been made shall, to the best of the Contractor’s knowledge, information, and belief, be  free and clear of  liens, claims, security  interests, or encumbrances  in  favor of  the Contractor, Subcontractors, material and equipment suppliers, or other persons or entities making a claim by reason of having provided labor, materials, and equipment relating to the work.  Transfer of title to work does not constitute a waiver by Owner of any defects in the work.  9.4  REVIEW OF APPLICATION FOR SUPPLEMENTAL PAYMENT  9.4.1  OWNER ACCEPTANCE  The Owner will, within  seven  (7) days after  receipt of  the Contractor’s Application, either accept  such Application or notify the Contractor in writing of the Owner’s reasons for rejecting the Application.  9.4.2  OWNER’S REVIEW  The review of the Contractor’s Application by the Owner will be based, at least in part, on the Owner’s observations at the Site and the data comprising the Application that the Work has progressed to the point indicated.   The  review  is also  subject  to an evaluation of  the Work  for  conformance with  the Contract Documents, to results of subsequent tests and inspections, to minor deviations from the Contract Documents correctable prior to completion, and to specific qualifications expressed by the Owner.  The Owner may reject the Application if it is not complete under section 9.3.  The issuance of a Certificate for Supplemental Payment (“Certificate”) will constitute a representation  that  the Contractor  is entitled  to payment  in  the amount certified, subject to any specific qualifications Owner expresses in the Certificate.  However, Contractor’s entitlement to payment may be affected by subsequent evaluations of the Work for conformance with the Contract Documents, test and inspections and discovery of minor deviations from the Contract Documents correctable prior to completion.  The making of a Sublease or Supplemental Payment, or the issuance of a Certificate, will not be a waiver by the Owner of any defects  in the work covered by such Payments or Certificate, nor will it be a representation that the Owner has:    A.  Made exhaustive or continuous on‐Site inspections to check the quality or quantity of the 

Work;    B.  Reviewed construction means, methods, techniques, sequences, or procedures;    C.  Reviewed copies of  requisitions  received  from Subcontractors, material and equipment 

suppliers, and other data requested by the Owner to substantiate the Contractor’s right to payment; or  

   D.  Made an examination to ascertain how or for what purpose the Contractor has used money 

previously paid on account of the GMP.    

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9.5  DECISIONS TO WITHHOLD PAYMENT  9.5.1  REASONS TO WITHHOLD PAYMENT  The Owner may withhold from a Sublease or Supplemental Payment, in whole or in part, to such extent as may be necessary to protect the Owner due to any of the following:    A.  Defective or incomplete Work not remedied;    B.  Stop Payment Notices.  For any stop payment notice, the Owner shall withhold the amount 

stated in the stop payment notice plus an amount to provide for the public entity’s reasonable cost of any litigation pursuant to the stop payment notice.  For any stop payment notice action the parties resolve before judgment is entered, Owner has the right to permanently withhold for any reasonable cost of  litigation  for  that stop payment notice, even  if  it exceeds  the amount  originally withheld  by Owner  for  the  estimated  reasonable  cost  of  litigation.  However,  if  (1)  the  Contractor  at  its  sole  expense  provides  a  bond  or  other  security satisfactory to the Owner in the amount of at least one hundred twenty‐five percent (125%) of the claim, in a form satisfactory to the Owner, which protects the Owner against such claim, and (2) the Owner chooses to accept the bond, then Owner would release the stop payment notice  funds withheld  to  the Contractor, except  that Owner may permanently withhold for any reasonable cost of litigation.  Any stop payment notice release bond shall be executed by a California admitted, fiscally solvent surety, completely unaffiliated with and separate from the surety on the payment and performance bonds, that does not have any assets pooled with the payment and performance bond sureties. 

   C.  Liquidated damages against the Contractor, whether already accrued or estimated to accrue 

in the future;    D.  Reasonable doubt that the Work can be completed for the unpaid balance of any GMP or by 

the completion date;    E.  Damage to the property or work of the Owner, another contractor, or subcontractor;    F.  Unsatisfactory prosecution of the Work by the Contractor;    G.  Failure to store and properly secure materials;    H.  Failure of the Contractor to submit on a timely basis, proper and sufficient documentation 

required  by  the Contract Documents,  including, without  limitation, monthly  progress schedules,  shop  drawings,  submittal  schedules,  schedule  of  values,  product  data  and samples, proposed product lists, executed change orders, and verified reports; 

   I.  Failure of the Contractor to maintain record drawings;    J.  Erroneous estimates by the Contractor of the value of the Work performed, or other false 

statements in an Application;    K.  Unauthorized deviations from the Contract Documents;  

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  L.  Failure of the Contractor to prosecute the Work  in a timely manner  in compliance with established progress schedules and completion dates; 

   M.  Subsequently  discovered  evidence  or  observations  nullifying  the  whole  or  part  of  a 

previously issued Sublease or Supplemental Payment, or Certificate;    N.  Failure by Contractor to pay Subcontractors or materialmen as required by Contract or law, 

which includes but is not limited to Contractor’s failure to pay prevailing wage and any assessment of statutory penalties; 

   O.   Overpayment to Contractor on a previous Sublease or Supplemental Payment;    P.    Credits owed to Owner for reduced scope of work or work that Contractor will not perform, 

including deductive change orders;    Q.   The estimated cost of performing work pursuant to Section 2.4;    R.    Actual damages related to false claims by Contractor;    S.    Breach of any provision of the Contract Documents;    T.    Owner’s potential or actual loss, liability or damages caused by the Contractor; and    U.   As permitted by other provisions in the Contract or as otherwise allowed by law, including 

statutory penalties Owner or other entities assessed against Contractor.   (See e.g., Labor Code section 1813 (working hours) or Public Contract Code section 4110 (subcontractor listings and substitutions)) 

 Owner may, but is not required to, provide to Contractor with a Sublease or Supplemental Payment written notice  of  the  items  for which Owner  is withholding  amounts  from  the  Payment.    To  claim wrongful withholding by the Owner, or if Contractor otherwise disputes any amount being withheld, Contractor must submit an  inquiry  in writing to Owner within thirty (30) days of receipt of the notice, and Owner shall respond within fifteen (15) days of receipt of the inquiry.  If any disputed issues remain unresolved after Owner’s response, or Owner fails to timely respond, Contractor shall timely submit a Claim pursuant to Section 4.5.  For any withhold amount based on an estimate where the actual amount later becomes known and certain, no later than the final accounting for the Project the Owner will release any amount withheld over that certain and known amount.  If the certain and known amount exceeds the amount previously withheld, Owner may withhold  additional  amounts  from Contractor  to  cover  the  excess  amount.    If  available  funds  are not sufficient, Contractor shall pay Owner the difference.  9.5.2  PAYMENT AFTER CURE  When Contractor  removes or  cures  the grounds  for withholding amounts, payment  shall be made  for amounts withheld because of them.  No interest shall be paid on any amounts withheld due to the failure of the Contractor to perform in accordance with the terms and conditions of the Contract Documents.  

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9.5.3  OVERPAYMENT AND/OR FAILURE TO WITHHOLD  Neither Owner’s overpayment to Contractor, nor Owner’s failure to withhold an amount from a Sublease or Supplemental Payment that Owner had the right to withhold, shall constitute a waiver by Owner of its rights to withhold those amounts from future Sublease or Supplemental Payments to Contractor or to otherwise pursue recovery of those amounts from Contractor.   9.6  SUBLEASE AND SUPPLEMENTAL PAYMENTS  9.6.1  PAYMENTS TO CONTRACTOR    Unless otherwise stated in the Contract Documents, Sublease Payments shall be made by District as described in Section 9.3.1, above, and the District will make Supplemental Payments within thirty (30) days after receipt of an undisputed and properly submitted Application.  For all Sublease and Supplemental Payments, Owner shall retain ten percent (10%).      The Contractor  shall  not  be  entitled  to  have  any Application processed  or  to  receive  any  Sublease  or Supplemental Payment so long as any lawful or proper direction given by the Owner concerning the Work, or any portion thereof, remains uncomplied with.  Payment shall not be a waiver of any such direction.  9.6.2  PAYMENTS TO SUBCONTRACTORS  If the Sublease or Supplemental Payment is not sufficient to allow Contractor make all payments required to Subcontractors, then Contractor must still make such payments, whether from its own funds or from its payments received from others for this Project.  The Contractor shall, by appropriate agreement with each Subcontractor, require each Subcontractor to make payments to Sub‐subcontractors as required by law.  9.6.3  PAYMENT INFORMATION  The Owner will, on request, furnish to a Subcontractor, if practicable, information regarding amounts applied for by the Contractor, and action taken thereon by the Owner.  9.6.4  NO OBLIGATION OF OWNER FOR SUBCONTRACTOR PAYMENT  The Owner shall have no obligation to pay, or to see to the payment of, money to a Subcontractor except as may otherwise be required by law.  9.6.5  PAYMENT TO SUPPLIERS  Payment by Contractor  to material or equipment suppliers shall be  treated  in a manner similar  to  that provided in paragraphs 9.6.2, 9.6.3 and 9.6.4.  9.6.6  PAYMENT NOT CONSTITUTING APPROVAL OR ACCEPTANCE  An accepted Application, issuance of a Certificate, a Sublease or Supplemental Payment, or partial or entire use or occupancy of the Project by the Owner shall not constitute acceptance or approval of any portion of the Work, especially any Work not in accordance with the Contract Documents.  

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9.7  COMPLETION OF THE WORK  9.7.1  CLOSE‐OUT PROCEDURES  When the Contractor considers that the Work is complete and submits a written notice to Owner requesting an inspection of the Work, the Owner shall review the Work and prepare and submit to the Contractor a comprehensive  list of  items  to be completed or corrected  (the “Punch List”).   The Contractor and/or  its Subcontractors shall proceed promptly to complete and correct items on the Punch List.  Failure to include an item on the Punch List does not alter the responsibility of the Contractor to complete all Work (including the omitted item) in accordance with the Contract Documents, and to complete or correct the work so long as the statute of limitations (or repose) has not run.    When  the Contractor  believes  the  Punch  List work  is  complete  and  in  accordance with  the Contract Documents, it shall then submit a request for an additional inspection by the Owner to determine completion.  Owner shall again inspect the Work and inform the Contractor of any items that are incomplete or incorrect.  Contractor shall promptly complete or correct items until no items remain.    After the Work, including all Punch List work, is inspected and informally deemed by the Owner to be complete,  the Owner’s governing body may  formally accept  the Work as complete at a meeting of  the governing body.  Warranties required by the Contract Documents shall commence on the date of Contractor’s completion of the Work.   9.8  PARTIAL OCCUPANCY OR USE  The Owner may occupy or use any completed, or partially completed, portion of the Work at any stage prior prior to final project completion if there is no formal acceptance.  Occupancy or use of any portion of the Work, or the whole Work, shall constitute approval or acceptance of it.   Such occupancy or use shall not relieve Contractor of any of its obligations under the Contract Documents regarding that portion of, or the whole, Work.  The Owner and the Contractor shall agree in writing to the responsibilities assigned to each of them for payments, security, maintenance, heat, utilities, damage to the Work, insurance, the period for correction of the Work, and the commencement of warranties required by the Contract Documents.  When the Contractor considers a portion complete, the Contractor may request an inspection of that portion and preparation of a Punch List by the Owner for that portion, as set forth for the entire Work under paragraph 9.7.1; however, such inspection and Punch List shall not act as any form of approval or acceptance of that portion of the Work, or of any Work not complying with the requirements of the Contract, and that portion shall be subject to subsequent inspections and Punch Lists.  Should the Owner request partial occupancy of a portion of the work, an inspection of that portion and preparation of a Punch List by the Owner for that portion shall be provided.  Acceptance of the completed Punch List shall be a requirement for the Owner’s occupancy of that portion of the Project and shall act as a form of approval and acceptance of that portion of the Work.  Furthermore, that portion shall not be subject to subsequent inspections and Punch Lists.  Immediately prior to such partial occupancy or use, the Owner and the Contractor shall jointly inspect the area to be occupied or portion of the Work to be used in order to determine and record the condition of the Work. 

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9.9  FINAL PAYMENT AND RELEASE OF RETENTION   9.9.1  FINAL APPLICATION FOR PAYMENT   When, pursuant  to Section 9.7.1,  the Owner  finds all of  the Work  is completed  in accordance with  the Contract Documents, it shall so notify Contractor, who shall then submit to the Owner its final Application (“Final Application”).  If any of the twenty Sublease Payments remain unpaid, they may be included in the Final Application.    The  Final Application may  include  any withholdings  from  previous  Sublease  or Supplemental Payments (other than retention) that were made pursuant to Section 9.5.1.  Owner shall review and respond pursuant to Section 9.4.      Upon  receipt  and  approval  of  the  Final Application  that  is undisputed,  the Owner  shall  issue  a  final Certificate, based on its knowledge, information, and belief, and on the basis of its observations, inspections, and all other data accumulated or received by the Owner in connection with the Work, that such Work has been completed  in accordance with the Contract Documents.   Owner shall make payment on this Final Application (“Final Payment”) within thirty (30) days of submittal of the undisputed Final Application.  Owner may withhold from the Final Payment as allowed or required by the Contract Documents.    9.9.2  PROCEDURES FOR APPLICATION FOR FINAL PAYMENT  The Final Application pursuant to Section 9.9.1 shall be accompanied by the same details as set forth in paragraph 9.3, and in addition, the following conditions must be fulfilled:    A.  The Work shall be complete, and the Contractor shall have made, or caused to have been 

made, all corrections to the Work which are required to remedy any defects therein, to obtain compliance with  the Contract Documents or any  requirements of applicable codes and ordinances, or to fulfill any of the orders or directions of Owner required under the Contract. 

   B.  Each Subcontractor shall have delivered to the Contractor all written guarantees, warranties, 

applications, and bonds required by the Contract Documents for its portion of the Work, and Contractor delivered them to the Owner. 

   C.  The Contractor shall deliver to the Owner (i) final Mechanical, Electrical, Plumbing, Fire 

Sprinkler,  Fire  Alarm,  and  Underground  Utilities  As‐Built  Drawings  and  Annotated Specifications showing the Contractor’s Work “as built,” with the Contractor’s certification of the accuracy of the Record Drawings and Annotated Specifications, (ii) all warranties and guarantees,  (iii)  operation  and  maintenance  instructions,  manuals  and  materials  for equipment  and  apparatus,  and  (iv)  all  other  documents  required  by  the  Contract Documents. 

   D.  Contractor shall provide extensive assistance in the utilization of any equipment or system 

such as initial start‐up or testing, adjusting and balancing, preparation of operation and maintenance manuals and training personnel for operation and maintenance. 

 Acceptance by Contractor of the Final Payment shall constitute a complete waiver of Claims except for those previously identified in writing and identified by that payee as unsettled at the time of Final Payment.  

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9.9.3  RELEASE OF RETAINAGE  Owner may withhold from release or payment of retainage (or “retention”) up to 150% of disputed amounts listed in Section 9.5.  If retainage is held in an escrow account pursuant to an escrow agreement under Public Contract Code section 22300 (see Section 9.10) and Owner withholds from release of retainage based on a breach of the Contract, or other default, by Contractor, Owner may withdraw the withheld retainage from the escrow account.  Owner shall release the undisputed retainage within sixty (60) days after completion of the Work.  For this purpose, “completion” is defined in Public Contract Code section 7107(c).  Early release of a portion of the retention where that portion relates to a subcontractor’s performance of Work may be made by District within its discretion if (a) that subcontractor has completed its portion of the Work, (b) no disputes are pending on the Project that may then or in the future justify the Owner’s withholding of this portion of the retention, and (c) after the proposed early release of a portion of the retention, the Owner would still be withholding at least 5% of the GMP until final completion and acceptance of the Project (see Public Contract Code §9203(a)).  No interest shall be paid on any retainage, or on any amounts withheld, except as provided to the contrary in any Escrow Agreement and General Conditions between the Owner and the Contractor under Public Contract Code section 22300.    9.10  SUBSTITUTION OF SECURITIES  In accordance with section 22300 of the Public Contract Code, the Owner will permit the substitution of securities for any retention monies withheld by the Owner to ensure performance under the Contract.  At the request and expense of the Contractor, securities equivalent to the amount withheld shall be deposited with the Owner, or with a state or federally chartered bank as the escrow agent, who shall then pay such retention monies to the Contractor.  Upon completion of the Contract, the securities shall be returned to the Contractor if Owner has no basis to withhold under the Contract Documents.  Securities eligible for investment under this section shall include those listed in Government Code section 16430, bank or savings and loan certificates of deposit, interest‐bearing, demand‐deposit accounts, standby letters of credit, or any other security mutually agreed to by the Contractor and the Owner.  The Contractor shall be the beneficial owner of any securities substituted for monies withheld and shall receive any interest thereon.  Any escrow agreement entered by Owner and Contractor pursuant to Public Contract Code section 22300, shall be substantially similar to the form set forth in Public Contract Code section 22300. 

 ARTICLE 10 

PROTECTION OF PERSONS AND PROPERTY  10.1  SAFETY PRECAUTIONS AND PROGRAMS  10.1.1  CONTRACTOR RESPONSIBILITY  The Contractor shall have responsibility for initiating, maintaining, and supervising all safety precautions and programs in connection with the performance of the Contract.  Each Contractor shall designate a responsible member of its organization whose duties shall include loss and accident prevention, and who shall have the responsibility  and  full  authority  to  enforce  the  program.   This person  shall  attend meetings with  the 

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representatives of the various Subcontractors employed to ensure that all employees understand and comply with the programs.  10.1.2  SUBCONTRACTOR RESPONSIBILITY  Subcontractors have the responsibility for participating in, and enforcing, the safety and loss prevention programs  established  by  the Contractor  for  the  Project, which will  cover  all Work  performed  by  the Contractor  and  its  Subcontractors.    Each  Subcontractor  shall  designate  a  responsible member  of  its organization whose duties shall include loss and accident prevention, and who shall have the responsibility and full authority to enforce the program.  This person shall attend meetings with the representatives of the various Subcontractors employed to ensure that all employees understand and comply with the programs.  10.1.3  COOPERATION  All Subcontractors and material or equipment suppliers, shall cooperate fully with Contractor, the Owner, and all insurance carriers and loss prevention engineers.  10.1.4  ACCIDENT REPORTS  Subcontractors shall promptly report in writing to the Contractor all accidents whatsoever arising out of, or in connection with, the performance of the Work, whether on or off the Site, which caused death, personal injury, or property damage, giving full details and statements of witnesses.  In addition, if death or serious injuries  or  serious  damages  are  caused,  the  accident  shall  be  reported  immediately  by  telephone  or messenger.  Contractor shall thereafter promptly report the facts in writing to the Owner giving full details of the accident.  10.1.5  FIRST‐AID SUPPLIES AT SITE  The Contractor will provide and maintain at the Site first‐aid supplies for minor injuries.  10.2  SAFETY OF PERSONS AND PROPERTY  10.2.1  THE CONTRACTOR  The Contractor shall take reasonable precautions for the safety of, and shall provide reasonable protection to prevent damage, injury, or loss to:  

A.  Employees on the Work and other persons who may be affected thereby;  

B.  The Work, material, and equipment to be incorporated therein, whether in storage on or off the  Site,  under  the  care,  custody,  or  control  of  the  Contractor  or  the  Contractor’s Subcontractors or Sub‐subcontractors; and 

 C.  Other property at the Site or adjacent thereto such as trees, shrubs, lawns, walks, pavement, 

roadways, structures, and utilities not designated for removal, relocation, or replacement in the course of construction. 

 

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10.2.2  CONTRACTOR NOTICES  The Contractor shall give notices and comply with applicable laws, ordinances, rules, regulations, and lawful orders of public authorities bearing on the safety of persons or property or their protection from damage, injury, or loss.  10.2.3  SAFETY BARRIERS AND SAFEGUARDS  The Contractor shall erect and maintain, as required by existing conditions and performance of the Contract, reasonable safeguards for safety and protection, including posting danger signs and other warnings against hazards, promulgating safety regulations, and notifying owners and users of adjacent sites and utilities.  10.2.4  USE OR STORAGE OF HAZARDOUS MATERIAL  When use  or  storage  of  explosives,  other hazardous materials  or  equipment,  or unusual methods  are necessary for execution of the Work, the Contractor shall exercise utmost care and carry on such activities under supervision of properly qualified personnel.  The Contractor shall notify the Owner any time that explosives or hazardous materials are expected to be stored on Site.  Location of storage shall be coordinated with the Owner and local fire authorities.  10.2.5  FINGERPRINTING  At its own expense, Contractor shall comply with all fingerprinting requirements under law and Contract, including but not  limited  to  the  requirements of Education Code  section 45125.2 and  the  Independent Contractor Student Contact Form which is a part of the Contract.  Contractor shall hold harmless, defend and indemnify  the Owner  under  section  3.16,  for  any  costs,  including  attorneys’  fees, Owner  incurs  from Contractor’s failure to comply.   10.3  PROTECTION OF WORK AND PROPERTY  10.3.1  PROTECTION OF WORK  The Contractor and Subcontractors shall continuously protect  the Work,  the Owner’s property, and  the property of others, from damage, injury, or loss until formal acceptance of the Work or completion of the Work if there is no formal acceptance of the Work.  The Contractor and Subcontractors shall make good any such damage, injury, or loss, except such as may be solely due to, or caused by, agents or employees of the Owner.  10.3.2  PROTECTION FOR ELEMENTS  The Contractor will remove all mud, water, or other elements as may be required for the proper protection and prosecution of  its Work.   The Contractor shall at all  times provide heat, coverings, and enclosures necessary to maintain adequate protection against weather so as to preserve the Work, materials, equipment, apparatus, and fixtures free from injury or damage.  

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10.3.3  SHORING AND STRUCTURAL LOADING  The Contractor shall not impose structural loading upon any part of the Work under construction or upon existing construction on or adjacent to the Site in excess of safe limits, or loading such as to result in damage to the structural, architectural, mechanical, electrical, or other components of the Work.  The design of all temporary construction equipment and appliances used in construction of the Work and not a permanent part thereof, including, without limitation, hoisting equipment, cribbing, shoring, and temporary bracing of structural steel, is the sole responsibility of the Contractor.  All such items shall conform to the requirements of  governing  codes  and  all  laws,  ordinances,  rules,  regulations,  and  orders  of  all  authorities  having jurisdiction.  The Contractor shall take special precautions, such as shoring of masonry walls and temporary tie bracing of structural steel work, to prevent possible wind damage during construction of the Work.  The installation of such bracing or shoring shall not damage or cause damage to the Work in place or the Work installed by others.  Any damage which does occur shall be promptly repaired by the Contractor at no cost to the Owner.  10.3.4  CONFORMANCE WITHIN ESTABLISHED LIMITS  The Contractor and Subcontractors shall confine their construction equipment, the storage of materials, and the operations of workers to the limits indicated by laws, ordinances, permits, and the limits established by the Owner, and shall not unreasonably encumber the premises with construction equipment or materials.  10.3.5  SUBCONTRACTOR ENFORCEMENT OF RULES  Subcontractors shall enforce the Owner’s and the Contractor’s instructions, laws, and regulations regarding signs, advertisements, fires, smoking, the presence of liquor, and the presence of firearms by any person at the Site.  10.3.6  SITE ACCESS  The Contractor and the Subcontractors shall use only those ingress and egress routes designated by the Owner, observe the boundaries of the Site designated by the Owner, park only in those areas designated by the Owner, which areas may be on or off the Site, and comply with any parking control program established by the Owner such as furnishing license plate information and placing identifying stickers on vehicles.  10.3.7  PROTECTION OF MATERIALS  The Contractor and the Subcontractors shall receive, count, inspect for damage, record, store, and protect construction materials for the Work and Subcontractors shall promptly send to the Contractor evidence of receipt of  such materials,  indicating  thereon  any  shortage,  change, or damage  (failure  to  so note  shall constitute acceptance by the Subcontractor of financial responsibility for any shortage).  10.4  EMERGENCIES  10.4.1  EMERGENCY ACTION  In an emergency affecting the safety of persons or property, the Contractor shall take any action necessary, at the Contractor’s discretion, to prevent threatened damage, injury, or loss.  Additional money or extension of   

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time claimed by the Contractor on account of an emergency shall be determined as provided in Section 4.5 and Article 7.  10.4.2  ACCIDENT REPORTS  The Contractor shall promptly report in writing to the Owner all accidents arising out of or in connection with the Work, which caused death, personal injury, or property damage, giving full details and statements of any witnesses.  In addition, if death, serious personal injuries, or serious property damages are caused, the accident shall be reported immediately by telephone or messenger to the Owner.  10.5  HAZARDOUS MATERIALS  10.5.1  DISCOVERY OF HAZARDOUS MATERIALS  In the event the Contractor encounters or suspects the presence on the Site material reasonably believed to be asbestos, polychlorinated biphenyl  (PCB), or any other material defined as being hazardous by section 25249.5 of the California Health and Safety Code, which (a) has not been rendered harmless, and (b) the handling or removal of which is not within the scope of the Work, the Contractor shall immediately stop Work in the area affected and report the condition to the Owner and the Architect in writing, whether or not such material was generated by  the Contractor or  the Owner.   The Work  in  the affected area shall not thereafter be resumed, except by written agreement of the Owner and the Contractor, if in fact the material is asbestos, polychlorinated biphenyl (PCB), or other hazardous material, and has not been rendered harmless.  The Work in the affected area shall be resumed only in the absence of asbestos, polychlorinated biphenyl (PCB), or other hazardous material, or when it has been rendered harmless by written agreement of the Owner and the Contractor.  10.5.2  HAZARDOUS MATERIAL WORK LIMITATIONS  In the event that the presence of hazardous materials is suspected or discovered on the Site, the Owner shall retain an independent testing laboratory to determine the nature of the material encountered and whether corrective measures or remedial action is required.  The Contractor shall not be required pursuant to Article 7 to perform without consent any Work in the affected area of the Site relating to asbestos, polychlorinated biphenyl (PCB), or other hazardous material, until any known or suspected hazardous material has been removed, or rendered harmless, or determined to be harmless by Owner, as certified by an independent testing laboratory and/or approved by the appropriate government agency.  10.5.3  INDEMNIFICATION BY OWNER FOR HAZARDOUS MATERIAL NOT CAUSED BY CONTRACTOR  In the event the presence of hazardous materials on the Site is not caused by the Contractor, Owner shall pay for all costs of testing and remediation, if any, and shall compensate Contractor for any additional costs incurred or Project delay  in accordance with the applicable provisions of Article 7 herein.   Owner shall defend, indemnify and hold harmless the Contractor and its agents, officers, directors and employees from and against any and all claims, damages, losses, costs and expenses incurred in connection with or arising out of, or relating to, the performance of the Work in the area affected by the hazardous material, except to the extent the claims, damages, losses, costs, or expenses were caused by Contractor’s active negligence, sole negligence or willful misconduct.  By providing this indemnification, District does not waive any immunities.   

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10.5.4  INDEMNIFICATION BY CONTRACTOR FOR HAZARDOUS MATERIAL CAUSED BY CONTRACTOR  In  the  event  the presence  of hazardous materials  on  the  Site  is  caused  by Contractor,  Subcontractors, materialmen or suppliers, the Contractor shall pay for all costs of testing and remediation, if any, and shall compensate the Owner for any additional costs incurred as a result of the generation of hazardous material on the Project Site.  In addition, the Contractor shall defend, indemnify and hold harmless Owner and its agents, officers, and employees from and against any and all claims, damages, losses, costs and expenses incurred in connection with, arising out of, or relating to, the presence of hazardous material on the Site, except to the extent the claims, damages, losses, costs, or expenses were caused by Owner’s active negligence, sole negligence or willful misconduct.  10.5.5  TERMS OF HAZARDOUS MATERIAL PROVISION  The  terms of  this Hazardous Material provision  shall  survive  the  completion of  the Work  and/or  any termination of this Contract.  10.5.6  ARCHEOLOGICAL MATERIALS  In the event the Contractor encounters or reasonably suspects the presence on the Site of archeological materials, the Contractor shall immediately stop Work in the area affected and report the condition to the Owner and the Architect in writing.  The Work in the affected area shall not thereafter be resumed, except after Contractor’s receipt of written notice form the Owner.  

ARTICLE 11 INSURANCE AND BONDS 

 11.1.  CONTRACTOR’S LIABILITY INSURANCE  11.1.1  LIABILITY INSURANCE REQUIREMENTS  Before commencement of the Work and within limits acceptable to the Owner, the Contractor shall purchase from and maintain  in a company or companies  lawfully authorized  to do business  in California with a financial rating of at least A, Class VII status as rated in the most recent edition of Best’s Insurance Reports such commercial general liability insurance per occurrence for bodily injury, personal injury and property damage as set forth in the Agreement, and automobile liability insurance per accident for bodily injury and property damage combined single limit as set forth in the Agreement, as will protect the Contractor, Owner, construction manager, project inspector, and design professionals from claims set forth below, which may arise out of or result from the Contractor’s operations under the Contract and for which the Contractor may be legally liable, whether such operations are by the Contractor, by a Subcontractor, by Sub‐subcontractor, by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them may be liable:     11.1.1.1    claims for damages because of bodily injury (including emotional distress), sickness, 

disease, or death of any person other than the Contractor’s employees.  This coverage shall be provided in a form at least as broad as Insurance Services Office (ISO) Form CG 0001 11188; 

 

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  11.1.1.2    claims for damages arising from personal or advertising injury in a form at least as broad as ISO Form CG 0001 11188; 

   11.1.1.3    claims for damages because of injury or destruction of tangible property, including 

loss  of  use  resulting  therefrom,  arising  from  operations  under  the  Contract Documents; and 

   11.1.1.4    claims for damages because of bodily injury, death of a person, or property damage 

arising out of  the ownership, maintenance, or use of  a motor vehicle,  all mobile equipment, and vehicles moving under their own power and engaged in the Work; and 

   11.1.1.5    claims involving blanket contractual liability applicable to the Contractor’s obligations 

under the Contract Documents, including liability assumed by and the indemnity and defense obligations of the Contractor and the Subcontractors; and 

   11.1.1.6    claims  involving Completed Operations,  Independent Contractors’  coverage, and 

Broad  Form  property  damage,  without  any  exclusions  for  collapse,  explosion, demolition, underground coverage, and excavating.  (XCU) 

 The above insurance shall apply to the entire Project and all of the Work.    If commercial general liability insurance or another insurance form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the project location (with the ISO CG 2501 or insurer’s equivalent endorsement provided to the Owner) or the general aggregate limit shall be twice the required occurrence limit.  Any deductible or self‐insured retention must be declared to and approved by the Owner.  At the option of the Owner, either the insurer shall reduce or eliminate such deductibles or self‐insured retentions as respects the Owner, its Board of Trustees, members of its Board of Trustees, officers, employees, agents and volunteers; or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses.  

11.1.2  SUBCONTRACTOR INSURANCE REQUIREMENTS  The Contractor shall require its Subcontractors and any Sub‐subcontractors to take out and maintain similar public liability insurance and property damage insurance, in a company or companies authorized to do business in California as admitted carriers with a financial rating of at least A, Class VII status as rated in the most recent edition of Best’s Insurance Reports, in like amounts and scope of coverage.  11.1.3  OWNER’S INSURANCE  The Owner  shall be  responsible  for purchasing and maintaining  the Owner’s usual  liability  insurance.  Optionally, the Owner may purchase and maintain other insurance for self protection against claims which   may arise from operations under the Contract. The Contractor shall not be responsible for purchasing and maintaining this optional Owner’s liability insurance unless specifically required by the Contract Documents.  

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11.1.4  ADDITIONAL INSURED ENDORSEMENT REQUIREMENTS  The Contractor  shall  name  the Owner  as  additional  insured  on  the  general  liability,  excess/umbrella, automobile, and pollution liability policies.  Subcontractors shall name the Contractor and the Owner as additional insureds.  The Additional Insured Endorsement included on all such insurance policies shall state that coverage is afforded the additional insured with respect to claims arising out of operations performed by or on behalf of the insured.  If the additional insureds have other insurance which is applicable to the loss, such other insurance shall be excess to any policy of insurance required herein.  The amount of the insurer’s liability shall not be reduced by the existence of such other insurance.   11.1.5  WORKERS’ COMPENSATION INSURANCE  During the term of this Contract, the Contractor shall provide workers’ compensation insurance for all of the Contractor’s employees engaged in Work under this Contract on or at the site of the Project and, in case any of the  Contractor’s  work  is  sublet,  the  Contractor  shall  require  the  Subcontractor  to  provide  workers’ compensation insurance for all the Subcontractor’s employees engaged in Work under the subcontract.  Any class  of  employee  or  employees  not  covered  by  a  Subcontractor’s  insurance  shall  be  covered  by  the Contractor’s insurance.  In case any class of employees engaged in Work under this Contract on or at the site of the Project is not protected under the Workers’ Compensation laws, the Contractor shall provide or cause a Subcontractor to provide adequate insurance coverage for the protection of those employees not otherwise protected.  The Contractor shall file with the Owner certificates of insurance as required under this Article and in compliance with Labor Code section 3700.  If the contractor fails to maintain such insurance, the Owner may take out compensation insurance which the Owner might be liable to pay under the provisions of the Act by reason of an employee of the Contractor being injured or killed, and withhold from sublease payments and/or retention the amount of the premium for such insurance.  11.1.6  BUILDER’S RISK/“ALL RISK” INSURANCE  11.1.6.1 COURSE‐OF‐CONSTRUCTION INSURANCE REQUIREMENTS  Unless provided by Owner at Owner’s sole discretion, Contractor, during the progress of the Work and until final acceptance of the Work by Owner upon completion of the entire Contract, shall maintain Builder’s Risk/Course‐of‐Construction insurance satisfactory to the Owner, issued on a completed value basis on all insurable Work  included  under  the  Contract  Documents,  but  Owner  shall  reimburse  Contractor  for Contractor’s premium payments.  This insurance shall insure against all risks other than earthquakes and floods, including but not limited to the following perils: vandalism, theft, malicious mischief, fire, sprinkler leakage, civil authority, sonic boom, explosion, collapse, wind, hail, lightning, smoke, riot or civil commotion, debris removal (including demolition) and reasonable compensation for the Architect’s services and expenses required as a result of such insured loss.  This insurance shall provide coverage in an amount not less than the full cost to repair, replace or reconstruct the Work.  Such insurance shall include the Owner, the Architect, and any other person or entity with an insurable interest in the Work as an additional named insured.    The Contractor shall submit to the Owner for its approval all items deemed to be uninsurable under the Builder’s Risk/Course‐of Construction  insurance.   The risk of  the damage  to  the Work due  to  the perils covered by the Builder’s Risk/Course‐of‐Construction insurance, as well as any other hazard which might result in damage to the Work, is that of the Contractor and the surety, and no claims for such loss or damage 

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shall be  recognized by  the Owner, nor will  such  loss or damage  excuse  the  complete  and  satisfactory performance of the Contract by the Contractor.  11.1.7  CONSENT OF INSURER FOR PARTIAL OCCUPANCY OR USE  Partial occupancy or use in accordance with the Contract Documents shall not commence until the insurance company providing property insurance has consented to such partial occupancy or use by endorsement or otherwise.  The Owner and the Contractor shall take reasonable steps to obtain consent of the insurance company and shall, without mutual consent, take no action with respect to partial occupancy or use that would cause cancellation, lapse, or reduction of the insurance.        11.1.8  FIRE INSURANCE  Before the commencement of the Work, the Contractor shall procure, maintain, and cause to be maintained, at the Owner’s expense, fire insurance on all Work included under the Contract Documents, insuring the full replacement value of such Work as well as the cost of any removal and demolition necessary to replace or repair all Work damaged by fire.  The amount of fire insurance shall be subject to approval by the Owner and shall be sufficient to protect the Project against loss or damage in full until the Work is accepted by the Owner.  Should the Work being constructed be damaged by fire or other causes during construction, it shall be replaced  in accordance with  the requirements of  the drawings and specifications without additional expense to the Owner.  11.1.9  OTHER INSURANCE  The Contractor shall provide all other insurance required to be maintained under applicable laws, ordinances, rules, and regulations.  11.1.10  PROOF OF CARRIAGE OF INSURANCE  The Contractor shall not commence Work nor shall it allow any Subcontractor to commence Work under this Contract until all required insurance, certificates, and an Additional Insured Endorsement and Declarations Page have been obtained and delivered  in duplicate to the Owner for approval subject to the following requirements:  

(a)  Certificates and insurance policies shall include the following clause:  

This  policy  shall  not  be  non‐renewed,  canceled,  or reduced  in  required  limits  of  liability  or  amounts  of insurance  until  notice  has  been mailed  to  the Owner.  Date of cancellation or reduction may not be  less  than thirty (30) days after the date of mailing notice. 

 (b)   Certificates of  insurance shall state  in particular  those  insured,  the extent of  insurance, 

location and operation to which the insurance applies, the expiration date, and cancellation and reduction notices. 

 (c)   Certificates of insurance shall clearly state that the Owner and the Architect are named as 

additional  insureds under  the policy described and  that such  insurance policy  shall be 

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primary to any insurance or self‐insurance maintained by Owner and any other insurance carried by the Owner with respect to the matters covered by such policy shall be excess and non‐contributing. 

 (d)  The Contractor and its Subcontractors shall produce a certified copy of any insurance policy 

required under this Section upon written request of the Owner.  11.1.11  COMPLIANCE  In the event of the failure of any contractor to furnish and maintain any insurance required by this Article, the Contractor shall be in default under the Contract.  Compliance by Contractor with the requirement to carry insurance  and  furnish  certificates,  policies,  Additional  Insured  Endorsement  and  Declarations  Page evidencing  the same shall not relieve  the Contractor  from  liability assumed under any provision of  the Contract Documents, including, without limitation, the obligation to defend and indemnify the Owner and the Architect.  11.2  PERFORMANCE AND PAYMENT BONDS  11.2.1  BOND REQUIREMENTS  Unless otherwise specified in the Contract Documents, prior to commencing any portion of the Work, the Contractor shall apply for and furnish Owner separate payment and performance bonds for the Work which shall  cover  100%  faithful  performance  of  all  obligations  arising  under  the  Contract Documents  (said performance bond shall have the value of the GMP) and which shall guarantee the payment in full of all claims for labor performed and materials supplied for the Work (said payment bond shall have the value of the GMP).  All bonds shall be provided by a corporate surety authorized and admitted to transact business in California.  All bonds shall be submitted on the Owner’s approved form.   To the extent, if any, that the GMP, or the amount to be paid to Contractor by other parties for the Work (including but not limited to The Peery Foundation) is increased in accordance with the Contract Documents, the Contractor shall cause the amount of the bonds to be increased accordingly and shall promptly deliver satisfactory evidence of such increase to the Owner.  To the extent available, the bonds shall further provide that no change or alteration of the Contract Documents or the contract between Contractor and The Peery Foundation (including, without limitation, an increase in the GMP amounts to be paid, as referred to above), extensions of time, or modifications of the time, terms, or conditions of payment to the Contractor will release the surety.  If the Contractor fails to furnish the required bond, the Owner may terminate the Contract for cause.  The Owner will be responsible for the costs associated with the Contractor’s procurement of these Bonds.  11.2.2  SURETY QUALIFICATION  Only bonds executed by admitted Surety insurers as defined in Code of Civil Procedure section 995.120 shall be accepted. The surety  insurers must, unless otherwise agreed  to by Owner  in writing, at  the  time of issuance of  the bonds, have a rating not  lower  than “A‐” as rated by A.M. Best Company,  Inc. or other independent rating companies. Owner reserves the right to approve or reject the surety insurers selected by Contractor and to require Contractor to obtain bonds from surety insurers satisfactory to the Owner.  

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ARTICLE 12 UNCOVERING AND CORRECTION OF WORK 

 12.1  UNCOVERING OF WORK  12.1.1  UNCOVERING WORK FOR REQUIRED INSPECTIONS  If a portion of the Work is covered contrary to the Owner’s request or to requirements specifically expressed in the Contract Documents, Contractor must, if required in writing by the Owner, uncover it for the Owner’s observation and  replace  the  removed work at  the Contractor’s expense without change  in  the GMP or Contract Time.  If the uncovering of Work requested by the Owner and not required by the Inspector of Record determines that the Contractor has performed their scope in accordance with the Contract Documents, the Owner shall reimburse the Contractor for all expenses incurred as a result of the removal and repair activities.  12.1.2  COSTS FOR INSPECTIONS NOT REQUIRED  If a portion of the Work has been covered which the Owner has not specifically requested to observe prior to its being covered, the Owner may request to see such Work, and it shall be uncovered by the Contractor.  If such Work  is  in accordance with  the Contract Documents,  costs of uncover and  replacement  shall, by appropriate Change Order,  be  paid  by  the Owner.    If  such Work  is  not  in  accordance with Contract Documents, the Contractor shall pay such costs, unless the condition was caused by the Owner or a separate contractor, in which event the Owner shall be responsible for payment of such costs to the Contractor.  12.2  CORRECTION OF WORK; WARRANTY   12.2.1  CORRECTION OF REJECTED WORK  The Contractor  shall  promptly  correct  the Work  rejected  by  the Owner  for  failing  to  conform  to  the requirements of the Contract Documents, until the statutes of limitation (or repose) and all warranties have run, as applicable, and whether or not fabricated, installed or completed.  The Contractor shall bear costs of correcting the rejected Work, including additional testing, inspections, and compensation for the Owner’s expenses and costs incurred.  12.2.2  REMOVAL OF NONCONFORMING WORK  The Contractor  shall  remove  from  the Site portions of  the Work which are not  in accordance with  the requirements of the Contract Documents and are not corrected by the Contractor or accepted or approved by the Owner.  

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12.2.3  OWNER’S RIGHTS IF CONTRACTOR FAILS TO CORRECT  If the Contractor fails to correct nonconforming Work within a reasonable time, the Owner may correct it in accordance with Section 2.4.  As part of Owner’s correction of the Work, the Owner may remove any portion of the nonconforming Work and store any salvageable materials or equipment at the Contractor’s expense.  If the Contractor does not pay costs of such removal and storage within ten (10) days after written notice, the Owner may upon ten (10) additional days written notice sell such material or equipment at auction or at private sale and shall account for the proceeds thereof, after deducting costs and damages that should have been borne by  the Contractor,  including  compensation  for  the Architect’s  and other professionals  and representatives’ services and expenses, made necessary thereby.  If such proceeds of sale do not cover costs which the Contractor should have borne, the Contractor shall be invoiced for the deficiency or Owner may withhold  such  costs  from payment pursuant  to Section 9.5.    If  sublease payments or  retention  then or thereafter due the Contractor are not sufficient to cover such amount, the Contractor shall pay the difference to the Owner.  12.2.4  COST OF CORRECTING THE WORK  The Contractor shall bear the cost of correcting destroyed or damaged construction of the Owner or separate contractors, whether completed or partially completed, caused by the Contractor’s correction or removal of the nonconforming Work.  12.2.5  WARRANTY CORRECTIONS (INCLUDES REPLACEMENT)  Pursuant to the warranty in Section 3.5, if within one (1) year after the completion of the Work or within a longer time period for an applicable special warranty or guarantee required by the Contract Documents, any of the Work does not comply with the Contract Documents, the Contractor shall correct it after receipt of Owner’s written notice to do so, unless the Owner has previously waived in writing such right to demand correction.  Contractor shall correct the Work promptly, and passage of the applicable warranty period shall not release Contractor from its obligation to correct the Work if Owner provided the written notice within the applicable warranty  period.   Contractor’s  obligation  to  correct  the warranty  item  continues  until  the correction is made.   12.2.6  NO TIME LIMITATION  Nothing contained in this Section 12.2 shall be construed to establish a period of limitation with respect to other obligations which the Contractor might have under the Contract Documents.  Establishment of the time period of one (1) year as described in Section 12.2.5 relates only to the specific warranty obligation of the Contractor to correct the Work after the date of commencement of warranties under Sections 3.5 and 9.7.1, and has, for example, no relationship to the time within which the obligation to comply with the Contract Documents may be sought to be enforced, or to the time within which proceedings may be commenced to establish the Contractor’s liability with respect to the Contractor’s obligations other than specifically to correct the Work.  12.3  NONCONFORMING WORK AND WITHHOLDING THE VALUE OF IT   If it is found at any time before completion of the Work that the Contractor has varied from the Contract Documents in materials, quality, form, finish, or in the amount or value of the materials or labor used, the Owner may, in addition to other remedies in the Contract Documents or under law and as allowed by law, 

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accept the improper work.  The Owner may withhold from any amount due or to become due Contractor a sum of money, mutually agreed upon by Owner and Contractor, for the difference in value between the Work performed and  that called  for by  the Drawings and Specifications.   No structural related work shall be accepted that is not in conformance with the Contract Documents.  

ARTICLE 13 MISCELLANEOUS PROVISIONS 

 13.1  GOVERNING LAW  The Contract shall be governed by the law of the place where the Project is located.  13.2  SUCCESSORS AND ASSIGNS  The Owner and the Contractor respectively bind themselves, their partners, successors, assigns, and legal representatives to the other party hereto and to partners, successors, assigns, and legal representatives of such other party  in  respect  to covenants, agreements, and obligations contained  in  the Contract Documents.  Neither party to the Contract shall assign the Contract as a whole or in part without written consent of the other.  If either party attempts to make such an assignment without such consent, that party shall nevertheless remain legally responsible for all obligations under the Contract.    13.3  WRITTEN NOTICE  In the absence of specific notice requirements in the Contract Documents, written notice shall be deemed to have been duly served if delivered in person to the individual, member of the firm or entity, or to an officer of the corporation for which it was intended, or if delivered at or sent by registered or certified or overnight mail to the last business address known to the party giving notice.  Owner shall, at Contractor’s cost, timely notify Contractor of Owner’s receipt of any third party claims relating to the Contract pursuant to Public Contract Code section 9201.   13.4  RIGHTS AND REMEDIES  13.4.1  DUTIES AND OBLIGATIONS CUMULATIVE  Duties and obligations imposed by the Contract Documents and rights and remedies available thereunder shall be in addition to and not a limitation of duties, obligations, rights, and remedies otherwise imposed or available by law.  13.4.2  NO WAIVER  No action or failure to act by the Owner shall constitute a waiver of a right or duty afforded them under the Contract Documents, nor shall such action or failure to act constitute approval of or acquiescence in a breach thereunder, except as may be specifically agreed to in a written amendment to the Contract.       

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13.5  TESTS AND INSPECTIONS  13.5.1  COMPLIANCE  Tests, inspections, and approvals of portions of the Work required by the Contract Documents will comply with Title 24, and with all other laws, ordinances, rules, regulations, or orders of public authorities having jurisdiction.  13.5.2  INDEPENDENT TESTING LABORATORY  The Owner will  select and pay an  independent  testing  laboratory  to  conduct all  tests and  inspections, including shipping or  transportation costs or expenses  (mileage and hours).   Selection of  the materials required to be tested shall be made by the laboratory or the Owner’s representative and not by the Contractor.  However, if Contractor requests that the Owner use a different testing laboratory and Owner chooses to approve such request, Contractor shall pay any additional shipping or transportation costs or expenses (mileage and hours).  If Owner pays such additional costs or expenses instead of Contractor, then Owner may invoice such costs or expenses to the Contractor or withhold such costs or expenses from sublease payments and/or retention.   Contractor shall have no responsibility  for revieiwing or approving  the  Independent Testing Laboratory’s estimated inspection durations or rates.   13.5.3  ADVANCE NOTICE TO INSPECTOR OF RECORD  The Contractor shall notify the Inspector of Record a sufficient time in advance of its readiness for required observation or inspection so that the Inspector of Record may arrange for same.  The Contractor shall notify the Inspector of Record a sufficient time in advance of the manufacture of material to be supplied under the Contract Documents which must, by terms of the Contract Documents, be tested in order that the Inspector of Record may arrange for the testing of the material at the source of supply.  13.5.4  TESTING OFF‐SITE  Any material shipped by the Contractor from the source of supply, prior to having satisfactorily passed such testing and inspection or prior to the receipt of notice from said Inspector of Record that such testing and inspection will not be required, shall not be incorporated in the Work.  13.5.5  ADDITIONAL TESTING OR INSPECTION  If the Inspector of Record or the Owner, or public authority having jurisdiction determines that portions of the Work require additional testing, inspection, or approval not included under section 13.5.1, the Inspector of Record will, upon written authorization from the Owner, make arrangements for such additional testing, inspection, or approval.  The Owner shall bear such costs except as provided in section 13.5.6.  13.5.6  COSTS FOR RETESTING  If such procedures for testing, inspection, or approval under sections 13.5.1, 13.5.2 and 13.5.5 reveal failure of the portions of the Work to comply with requirements established by the Contract Documents, the Contractor shall bear all costs arising from such failure,  including those of re‐testing, re‐inspection, or re‐approval, including, but not limited to, compensation for the Architect’s services and expenses.  Any such costs shall be   

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paid by the Owner, invoiced to the Contractor, and, among other remedies, can be withheld from sublease payments and/or retention.  13.5.7  COSTS FOR PREMATURE TEST  In the event the Contractor requests any test or inspection for the Project and is not completely ready for the inspection, the Contractor shall be invoiced by the Owner for all costs and expenses resulting from that testing or inspection, including, but not limited to, the Architect’s fees and expenses, and the amount of the invoice can among other remedies, be withheld from sublease payments and/or retention.  13.5.8  TESTS OR INSPECTIONS NOT TO DELAY WORK  Tests or  inspections  conducted pursuant  to  the Contract Documents  shall be made promptly  to  avoid unreasonable delay in the Work.  13.6  INTENTIONALLY LEFT BLANK   13.7  TRENCH EXCAVATION  13.7.1  TRENCHES GREATER THAN FIVE FEET  Pursuant to Labor Code section 6705, if the GMP exceeds $25,000 and involves the excavation of any trench or trenches five (5) feet or more in depth, the Contractor shall, in advance of excavation, submit to the Owner or a registered civil or structural engineer employed by the Owner a detailed plan showing the design of shoring for protection from the hazard of caving ground during the excavation of such trench or trenches.   13.7.2  EXCAVATION SAFETY  If such plan varies from the Shoring System Standards established by the Construction Safety Orders, the plan shall be prepared by a registered civil or structural engineer, but in no case shall such plan be less effective than that required by the Construction Safety Orders.  No excavation of such trench or trenches shall be commenced until said plan has been accepted by the Owner or by the person to whom authority to accept has been delegated by the Owner.  13.7.3  NO TORT LIABILITY OF OWNER  Pursuant to Labor Code section 6705, nothing in this Article shall impose tort liability upon the Owner or any of its employees.  13.7.4  NO EXCAVATION WITHOUT PERMITS  The Contractor shall not commence any excavation work until it has secured all necessary permits including the required CAL OSHA excavation/shoring permit.  Any permits shall be prominently displayed on the Site prior to the commencement of any excavation.     

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13.8  WAGE RATES  13.8.1  WAGE RATES  Pursuant to the provisions of Article 2 (commencing at § 1770), Chapter 1, Part 7, Division 2, of the Labor Code, the governing board of the Owner has obtained the general prevailing rate of per diem wages and the general prevailing rate for holiday and overtime work  in the  locality  in which this public work  is to be performed  for  each  craft,  classification, or  type of worker needed  for  this Project  from  the Director of Industrial Relations (“Director”).  These rates are on file with the Clerk of the Owner’s governing board, and copies will be made available to any interested party on request.  The Contractor shall post a copy of such wage rates at the Site.  13.8.2  HOLIDAY AND OVERTIME PAY  Holiday and overtime work, when permitted by law, shall be paid for at a rate of at least one and one‐half (1½) times the above specified rate of per diem wages, unless otherwise specified.  Holidays shall be defined in the Collective Bargaining Agreement applicable to each particular craft, classification, or type of worker employed.  13.8.3  WAGE RATES NOT AFFECTED BY SUBCONTRACTS  The Contractor shall pay and shall cause to be paid each worker engaged in work on the Project not less than the general prevailing rate of per diem wages determined by the Director, regardless of any contractual relationship which may be alleged to exist between the Contractor or any Subcontractor and such workers.  13.8.4  CHANGE IN PREVAILING WAGE DURING BID OR CONSTRUCTION  If during the period this bid is required to remain open, the Director of Industrial Relations determines that there has been a change in any prevailing rate of per diem wages in the locality  in which this public work is to be performed, such change shall not alter the wage rates discussed in the Notice to Bidders or the Contract subsequently awarded.  13.8.5  FORFEITURE AND PAYMENTS  Pursuant to Labor Code section 1775, the Contractor and any subcontractor under the Contractor shall as a penalty to the Owner, forfeit not more than two hundred dollars ($200.00) for each calendar day, or portion thereof, for each worker paid less than the prevailing rate of per diem wages, determined by the Director, for such craft or classification in which such worker is employed for any public work done under the Agreement by the Contractor or by any Subcontractor under it.  Minimum penalties shall apply, as also provided in Civil Code section 1775.  The amount of the penalty shall be determined by the Labor Commissioner and shall be based on both of the following: (1) whether the failure of the contractor or subcontractor to pay the correct rate of per diem wages was a good faith mistake and, if so, the error was promptly and voluntarily corrected upon being brought to the attention of the contractor or subcontractor; and (2) whether the contractor or subcontractor has a prior record of failing to meet its prevailing wage obligations.  The difference between such prevailing rate of per diem wage and the amount paid to each worker for each calendar day or portion thereof for which each worker was paid less than the prevailing rate of per diem wage shall be paid to each work by the Contractor or subcontractor.  

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13.8.6  MINIMUM WAGE RATES  Any worker  employed  to  perform work  on  the  Project, which work  is  not  covered  by  any  craft  or classification listed in the general prevailing rate of per diem wages determined by the Director, shall be paid not less than the minimum rate of wages specified therein for the craft or classification which most nearly corresponds to the Work to be performed by them, and such minimum wage rate shall be retroactive to time of initial employment of such person in such craft or classification.  13.8.7  PER DIEM WAGES  Pursuant to Labor Code section 1773.1, per diem wages are deemed to include employer payments for health and welfare, pension, and vacation pay.  13.8.8  POSTING OF WAGE RATES  The Contractor shall post at appropriate conspicuous points on the Site, a schedule showing all determined minimum wage rates and all authorized deductions, if any, from unpaid wages actually earned and all other required job site notices as prescribed by regulation.  13.9  RECORD OF WAGES PAID; INSPECTION  13.9.1  APPLICATION OF LABOR CODE    Pursuant to section 1776 of the Labor Code:  

(a)  Each Contractor and subcontractor shall keep accurate payroll records, showing the name, address, social security number, work classification, and straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by him or her in connection with the public work.  Each payroll record shall contain or be verified by a written declaration that is made under penalty of perjury, stating both of the following:   

 (1)   The information contained in the payroll record is true and correct. 

         (2)   The employer has complied with the requirements of sections 1771, 1811 and 1815 for 

any work performed by his or her employees on the public works project.  

(b)  The  payroll  records  enumerated  under  subdivision  (a)  shall  be  certified  and  shall  be available for inspection at all reasonable hours at the principal office of the Contractor on the following basis: 

   (1)  A certified copy of an employee’s payroll record shall be made available for inspection or furnished to the employee or his or her authorized representative on request. 

   (2)  A certified copy of all payroll records enumerated in subdivision (a) shall be made available for inspection or furnished upon request to a representative of the body awarding the contract and as may be required by the Labor Commissioner under Labor Code section 1771.4. 

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  (3)  A certified copy of all payroll records enumerated in subdivision (a) shall be made available upon request by the public for inspection or for copies thereof.  However, a request by the public shall be made through either the body awarding the contract, the Division of Labor Standards Enforcement of the DIR, or the Division of Apprenticeship Standards of the DIR.  If the requested payroll records have not been provided pursuant to paragraph (2), the requesting party shall, prior to being provided the records, reimburse the costs of the preparation by the contractor, subcontractors, and the entity through which the request was made.  The public may not be given access to such records at the principal office of the Contractor. 

 (c)  Unless required  to be  furnished directly  to  the Labor Commissioner under Labor Code section 1771.4(a)(3), the certified payroll records shall be on forms provided by the DIR or shall contain the same information as the forms provided by the division.  The payroll records may consist of printouts of payroll data  that are maintained as computer records,  if the printouts contain the same information as the forms provided by the division and the printouts are verified in the manner specified in (a) above.  (d)  A Contractor  or  subcontractor  shall  file  a  certified  copy  of  the  records  enumerated  in subdivision (a) with the entity that requested such records within 10 days after receipt of a written request. 

 (e)  Except as provided in subdivision (f), any copy of records made available for inspection as copies and furnished upon request to the public or any public agency by the Owner, the Division of Labor Standards Enforcement of the DIR, or the Division of Apprenticeship Standards of the DIR shall be marked or obliterated to prevent disclosure of an individual’s name, address and social security number.  The name and address of the Contractor awarded the Contract or the subcontractor performing the Contract shall not be marked or obliterated.  Any copy of records made available for inspection by, or furnished to, a joint labor‐management committee established pursuant to the federal Labor Management Cooperation Act of 1978 (29 U.S.C. Sec. 175a) shall be marked or obliterated only  to prevent disclosure of an  individual’s name and social security number.  A joint labor management committee may maintain an action in a court of competent jurisdiction against an employer who fails to comply with Section 1774.  The court may award restitution  to  an  employee  for  unpaid wages  and may  award  the  joint  labor management committee reasonable attorney’s fee and costs incurred in maintaining the action.  An action under this subdivision may not be based on the employer’s misclassification of the craft of a worker on its certified payroll records.  Nothing in this subdivision limits any other available remedies for a violation of this chapter. 

 (f)  The contractor shall inform the body awarding the contract of the location of the records enumerated under subdivision (a), including the street address, city and county, and shall, within five working days, provide a notice of a change of location and address. 

 (g)  The contractor or subcontractor has 10 days in which to comply subsequent to receipt of written  notice  requesting  the  records  enumerated  in  subdivision  (a).    In  the  event  that  the Contractor or subcontractor fails to comply within the 10‐day period, he or she shall, as a penalty to the state or political subdivision on whose behalf the contract is made or awarded, forfeit one hundred dollars ($100.00) for each calendar day, or portion thereof, for each worker, until strict compliance is effectuated.  Upon the request of the Division of Labor Standards Enforcement of the DIR, or the Division of Apprenticeship Standards of the DIR, these penalties shall be withheld 

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from sublease payments then due.  A contractor is not subject to a penalty assessment pursuant to this section due to the failure of the subcontractor to comply with this section. 

 13.10  APPRENTICES  13.10.1  APPRENTICE WAGES AND DEFINITIONS  All apprentices employed by the Contractor to perform services under the Contract shall be paid the standard wage paid to apprentices under the regulations of the craft or trade at which he or she is employed, and shall be employed only at the work of the craft or trade to which he or she is registered.  Only apprentices, as defined in section 3077 of the Labor Code, who are in training under apprenticeship standards and written apprenticeship agreements under Chapter 4  (commencing with § 3070) of Division 3, are eligible  to be employed under this Contract.  The employment and training of each apprentice shall be in accordance with the apprenticeship standards and apprentice agreements under which he or she is training.  To the extent that Contractor has entered any master labor agreements, those agreements apply to the Project and provide exemption to the requirements of this Section 13.10 to the extent permitted by law, including but not limited to Labor Code sections 1777.5 and 1777.6.  13.10.2  APPRENTICE LABOR POOL  When the Contractor to whom the Contract is awarded by the Owner, or any Subcontractor under him or her, in performing any of the Work under the Contract or subcontract, employs workers in any apprenticeable craft  or  trade,  the  Contractor  and  Subcontractor  shall  apply  to  the  joint  apprenticeship  committee administering the apprenticeship standards of the craft or trade in the area of the Site of the Project, for a certificate approving the Contractor or Subcontractor under the apprenticeship standards for the employment and training of apprentices in the area or industry affected.  However, approval as established by the joint apprenticeship  committee  or  committees  shall  be  subject  to  the  approval  of  the  Administrator  of Apprenticeship.  The joint apprenticeship committee or committees, subsequent to approving the subject Contractor or Subcontractor, shall arrange for the dispatch of apprentices to the Contractor or Subcontractor in order to comply with this section.  Every Contractor and Subcontractor shall submit the contract award information to the applicable joint apprenticeship committee which shall include an estimate of journeyman hours to be performed under the Contract, the number of apprentices to be employed, and the approximate dates the apprentices will be employed.  There shall be an affirmative duty upon the joint apprenticeship committee or committees administering the apprenticeship standards of the crafts or trade in the area of the Site of the public work, to ensure equal employment and affirmative action and apprenticeship for women and minorities.  Contractors or Subcontractors shall not be required to submit individual applications for approval  to  local  joint  apprenticeship  committees  provided  they  are  already  covered  by  the  local apprenticeship  standards.    The  ratio  of work  performed  by  apprentices  to  journeymen, who  shall  be employed in the craft or trade on the Project, may be the ratio stipulated in the apprenticeship standards under which the joint apprenticeship committee operates, but, except as otherwise provided in this section, in no case shall the ratio be less than one (1) hour of apprentice work for every five (5) hours of labor performed by a journeyman.  However, the minimum ratio for the land surveyor classification shall not be less than one (1) apprentice for each five (5) journeymen.     

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13.10.3  JOURNEYMAN/APPRENTICE RATIO; COMPUTATION OF HOURS  Any ratio shall apply during any day or portion of a day when any journeyman, or the higher standard stipulated by the joint apprenticeship committee, is employed at the job Site and shall be computed on the basis  of  the hours worked during  the day  by  journeymen  so  employed,  except  for  the  land  surveyor classification.  The Contractor shall employ apprentices for the number of hours computed as above before the end of the Contract.  However, the Contractor shall endeavor, to the greatest extent possible, to employ apprentices during the same time period that the journeymen in the same craft or trade are employed at the job Site.  Where an hourly apprenticeship ratio is not feasible for a particular craft or trade, the Division of Apprenticeship Standards, upon application of a joint apprenticeship committee, may order a minimum ratio of not less than one (1) apprentice for each five (5) journeymen in a craft or trade classification.  13.10.4  JOURNEYMAN/APPRENTICE RATIO  The Contractor or Subcontractor, if he or she is covered by this section upon the issuance of the approval certificate, or if he or she has been previously approved in the craft or trade, shall employ the number of apprentices or the ratio of apprentices to  journeymen stipulated in the apprenticeship standards.   Upon proper showing by the Contractor that he or she employs apprentices in the craft or trade in the state on all of his or her contracts on an annual average of not less than one (1) hour of apprentice work for every five (5) hours of labor performed by a journeyman, or in the land surveyor classification, one (1) apprentice for each five  (5)  journeymen,  the Division  of Apprenticeship  Standards may  grant  a  certificate  exempting  the Contractor from the 1‐to‐5 hourly ratio as set forth in this section.  This section shall not apply to contracts of general contractors or to contracts of specialty contractors not bidding for work through a general or prime contractor, when the contracts of general contractors or those specialty contractors involve less than Thirty Thousand Dollars ($30,000) or twenty (20) working days.  Any work performed by a journeyman in excess of eight (8) hours per day or forty (40) hours per week, shall not be used to calculate the hourly ratio required by this section.    13.10.4.1 Apprenticeable Craft or Trade.   “Apprenticeable craft or trade” as used in this Article means a craft or trade determined as an apprenticeable occupation in accordance with the rules and regulations prescribed by the California Apprenticeship Council.  The joint apprenticeship committee shall have the discretion to grant a certificate, which shall be subject to the approval of the Administrator of Apprenticeship, exempting a Contractor  from  the 1‐to‐5  ratio set  forth  in  this Article when  it  finds  that any one of  the following conditions is met:    A.  Unemployment for the previous three‐month period in the area exceeds an average of fifteen 

percent (15%).    B.  The number of apprentices in training in such area exceeds a ratio of 1‐to‐5.    C.  There is a showing that the apprenticeable craft or trade is replacing at least one‐thirtieth 

(1/30) of its journeymen annually through the apprenticeship training, either on a statewide basis or on a local basis. 

   D.  Assignment of an apprentice to any work performed under this contract would create a 

condition which would  jeopardize his or her life or the life, safety, or property of fellow employees or  the public at  large or  if  the specific  task  to which  the apprentice  is  to be assigned is of such a nature that training cannot be provided by a journeyman. 

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13.10.5  RATIO EXEMPTION  When exemptions are granted to an organization which represents Contractors in a specific trade from the 1‐to‐5 ratio on a local or statewide basis, the member Contractors will not be required to submit individual applications for approval to local joint apprenticeship committees, if they are already covered by the local apprenticeship standards.  13.10.6  APPRENTICE FUND  A Contractor to whom the Contract is awarded or any Subcontractor under him or her, who, in performing any of the work under the Contract, employs journeymen or apprentices in any apprenticeable craft or trade and who is not contributing to a fund or funds to administer and conduct the apprenticeship program in any such craft or trade in the area of the site of the Project, to which fund or funds other contractors in the area of the site of the Project are contributing, shall contribute to the fund or funds in each craft or trade in which he or she employs journeymen or apprentices on the Project in the same amount or upon the same basis and in the same manner as the other contractors do, but where the trust fund administrators are unable to accept the funds,  contractors  not  signatory  to  the  trust  agreement  shall  pay  a  like  amount  to  the  California Apprenticeship Council.   The Contractor or Subcontractor may add  the amount of  the contributions  in computing his or her bid for the contract.  The Division of Labor Standards Enforcement is authorized to enforce the payment of the contributions to the fund or funds as set forth in the Labor Code section 227.  13.10.7  PRIME CONTRACTOR COMPLIANCE  The  responsibility  of  compliance  with  section  13.10  and  section  1777.5  of  the  Labor  Code  for  all apprenticeable occupations is with the Prime Contractor.  13.10.8  DECISIONS OF JOINT APPRENTICESHIP COMMITTEE  All decisions of the joint apprenticeship committee under this section 13.10 and Labor Code section 1777.5 are subject to Labor Code section 3081.  13.10.9  NO BIAS  It shall be unlawful for an employer or a labor union to refuse to accept otherwise qualified employees as registered apprentices on any public works on the grounds of race, religious creed, color, national origin, ancestry, sex, or age, except as provided in the Labor Code section 3077.  13.10.10 VIOLATION OF LABOR CODE  Pursuant to Labor Code section 1777.7, in the event a Contractor or Subcontractor willfully fails to comply with the provisions of this section 13.10 and Labor Code section 1777.5:  

(a)  . . . the Chief of the Division of Apprenticeship Standards may deny to the contractor or subcontractor, and to its responsible officers, the right to bid on, or be awarded or perform work as a subcontractor on, any public works contract  for a period of up  to one year  for  the  first violation and for a period of up to three years for the second and subsequent violations.  Each period of debarment shall run from the date the determination of noncompliance by the Chief becomes a final order of the Administrator of Apprenticeship. 

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(b)  A contractor or subcontractor who violates section 1777.5 shall forfeit as a civil penalty an amount not  exceeding  the  sum of one hundred dollars  ($100)  for  each  full  calendar day of noncompliance. Notwithstanding section 1727, upon receipt of a determination that a civil penalty has been imposed, the Owner shall withhold the amount of the civil penalty from the contract sublease payments then due or to become due. 

 (c)  In lieu of the penalty provided for in this subdivision, the Chief may for a first time violation and with the concurrence of an apprenticeship program, order the contractor or subcontractor to provide apprentice employment equivalent to the work hours that would have been provided for apprentices during the period of noncompliance. 

 (d)  Any funds withheld by the Owner pursuant to this section shall be deposited in the Owner’s General Fund.  (e)  The interpretation and enforcement of section 1777.5 and this section shall be in accordance with the regulations of the California Apprenticeship Council. 

 Pursuant to Public Contract Code section 6109, no contractor or subcontractor may bid on, be awarded, or perform work as a subcontractor on a public works project if ineligible to bid or work on, or be awarded, a public works project pursuant to sections 1777.1 or 1777.7 of the Labor Code.  13.11  ASSIGNMENT OF ANTITRUST CLAIMS  13.11.1  APPLICATION  Pursuant to Public Contract Code section 7103.5 and Government Code section 4552, in entering into a public works contract or a subcontract to supply goods, services, or materials pursuant to a public works contract, the Contractor or Subcontractor offers and agrees to assign to the Owner all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act, (15 U.S.C. § 15) or under the Cartwright Act (Chapter 2 [commencing with § 16700] of Part 2 of Division 7 of the Bus. & Prof. Code), arising from the purchase of goods, services, or materials pursuant to the public works contract or the subcontract.  This assignment shall be made and become effective at the time the Owner tenders Final Sublease Payment to the Contractor, without further acknowledgment by the parties.  If the Owner receives, either through judgment or settlement, a monetary recovery for a cause of action assigned under Chapter 11 (commencing with § 4550) of Division 5 of Title 1 of the Government Code, the assignor  may, upon demand, recover from the Owner any portion of the recovery, including treble damages, attributable to overcharges that were paid by the assignor but were not paid by the Owner as part of the bid price, less the expenses incurred in obtaining that portion of the recovery.  13.11.2  ASSIGNMENT OF CLAIM  Upon demand in writing by the assignor, the Owner shall, within one (1) year from such demand, reassign the cause of action assigned pursuant to this Article if the assignor has been or may have been injured by the violation of law for which the cause of action arose and the Owner has not been injured thereby or the Owner declines to file a court action for the cause of action.  13.12  [NOT USED]   

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13.13  STORM WATER DISCHARGE PERMIT  If applicable, the Contractor shall file a Notice of Intent to comply with the terms of the general permit to discharge storm water associated with construction activity (WQ Order No. 920‐08‐DWQ).  The Notice of Intent must be sent to the following address along with the appropriate payment (warrant to be furnished by the Owner upon request by the Contractor, allow warrant processing time.):  California State Water Resources Control Board, Division of Water Quality, Storm Water Permit Unit, P.O. Box 1977, Sacramento, CA 95812‐1977.  The Contractor may also call the State Water Board’s Construction Activity Storm Water Hotline at (916) 657‐1146.  The Notice of Intent shall be filed prior to the start of any construction activity.  

ARTICLE 14 TERMINATION OR SUSPENSION OF THE CONTRACT 

 14.1  TERMINATION BY THE CONTRACTOR FOR CAUSE  Contractor may not terminate for convenience.   Contractor may only terminate for cause  if the Work  is stopped by others for a period of one hundred eighty (180) consecutive days through no act or fault of the Contractor, a Subcontractor of any tier, their agents or employees, or any other persons performing portions of the Work for whom the Contractor is contractually responsible, and the Worked was stopped by others for one of the following reasons:  (A) Issuance of an order of a court or other public authority having jurisdiction which  requires Owner  to stop all Work; or  (B) an act of government, such as a declaration of national emergency, making material unavailable which requires Owner to stop all Work.  If such grounds exist, the Contractor may serve written notice of such grounds on Owner and demand a meet‐and‐confer conference to negotiate a resolution  in good  faith within  twenty  (20) days of Owner’s receipt of such notice.    If such conference does not lead to resolution and the grounds for termination still exist, Contractor may terminate the contract and recover from the Owner payment for Work executed and for reasonable verified costs with respect  to materials,  equipment,  tools,  construction  equipment,  and machinery,  including  reasonable overhead, profit, and damages for the Work executed, but excluding overhead (field and home office) and profit for (i) Work not performed and (ii) the period of time that the Work was stopped.  14.2  TERMINATION BY THE OWNER FOR CAUSE  14.2.1  GROUNDS FOR TERMINATION  The Owner may terminate the Contract if the Contractor:    A.  Refuses or fails to supply enough properly skilled workers or proper materials, or refuses or 

fails to take steps to adequately prosecute the work toward completion within the Contract Time; 

   B.  Fails to make payment to Subcontractors for materials or labor in accordance with Public 

Contract Code section 10262 or Business and Professions Code section 7108.5, as applicable;    C.  Disregards  laws, ordinances,  rules,  regulations, or orders of  a public  authority having 

jurisdiction;     D.  Violates Labor Code  section  1771.1(a),  subject  to  the provisions of Labor Code  section 

1771.1(f); or 

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  E.   Otherwise is in breach of the Contract Documents.  14.2.2  NOTIFICATION OF TERMINATION  When any of the above reasons exist, the Owner may, without prejudice to any other rights or remedies of the Owner, give notice to Contractor of the grounds for termination and demand cure of the grounds within seven (7) days (a “Notice of Intent to Terminate”).  If Contractor fails to either (a) completely cure the grounds for termination within seven (7) days or (b) reasonably commence cure of the grounds for termination within seven (7) days and reasonably continue to cure the grounds for termination until such cure is complete, then Owner may terminate the Contract effective immediately upon service of written Notice of Termination and may, subject to any prior rights of Contractor’s surety on the performance bond (“Surety”):    A.  Take possession of the Site and of all material, equipment, tools, and construction equipment 

and machinery thereon owned by the Contractor;     B.  Accept assignment of subcontracts pursuant to section 5.4; and     C.  Complete the Work by whatever reasonable method the Owner may deem expedient.  14.2.3  PAYMENTS WITHHELD  If the Owner terminates the Contract for one of the reasons stated in section 14.2.1, the Contractor shall not be entitled to receive further payment until the Work is complete.  14.2.4  PAYMENTS UPON COMPLETION  If  the unpaid  balance  of  the GMP  exceeds  costs  of  completing  the Work,  including  compensation  for professional services and expenses made necessary thereby, such excess shall be paid to the Contractor.  If such costs exceed the unpaid balance, the Contractor shall pay the difference to the Owner.  This payment obligation shall survive completion of the Contract.  14.2.5  INCLUSION OF TERMINATION FOR CONVENIENCE  Any purported termination by Owner for cause under this section 14.2, which is revoked or determined to not have been for cause, shall be deemed to have been a termination for convenience effective as of the same date as the purported termination for cause.  14.3  SUSPENSION OR TERMINATION BY THE OWNER FOR CONVENIENCE  14.3.1  SUSPENSION BY OWNER  The Owner may, without cause, order the Contractor in writing to suspend, delay, or interrupt the Work in whole or in part for such period of time as the Owner may determine.    14.3.1.1 Adjustments.   An adjustment shall be made for increases in the cost of performance of the Contract, including profit on the increased cost of performance caused by suspension, delay, or interruption.  No adjustment shall be made to the extent:  

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  A.  That performance is, was or would have been so suspended, delayed, or interrupted by another cause for which the Contractor is responsible; or 

   B.  That an equitable adjustment is made or denied under another provision of this Contract.    14.3.1.2 Adjustments for Fixed Cost.   Adjustments made in the cost of performance may have a mutually agreed fixed or percentage fee.  14.3.2  TERMINATION BY THE OWNER FOR CONVENIENCE    14.3.2.1 The Owner may, at any  time,  terminate  the Contract  for  the Owner’s convenience and without cause.    14.3.2.2 Upon  receipt  of written  notice  from  the Owner  of  such  termination  for  the Owner’s convenience, the Contractor shall:      1.  Cease operations as directed by the Owner in the notice;      2.  Take  actions  necessary,  or  that  the  Owner  may  direct,  for  the  protection  and 

preservation of the Work; and      3.  Except for Work directed to be performed prior to the effective date of termination 

stated in the notice, terminate all existing subcontracts and purchase orders and enter into no further subcontracts and purchase orders. 

   14.3.2.3 In case of such termination for the Owner’s convenience, the Contractor shall be entitled to receive payment for Work executed, and costs incurred by reason of such termination.  14.4  NOT A WAIVER  Any suspension or termination by Owner for convenience or cause under this Article 14 shall not act as a waiver of any claims by Owner against Contractor or others  for damages based on breach of contract, negligence or other grounds.  14.5  MUTUAL TERMINATION FOR CONVENIENCE  The Contractor and the Owner may mutually agree in writing to terminate this Contract for convenience.  The Contractor shall receive payment for all Work performed to the date of termination in accordance with the provisions of Article 9.  14.6  EARLY TERMINATION  Notwithstanding any provision herein to the contrary, if for any fiscal year of this Contract the governing body of the Owner fails to appropriate or allocate funds for future periodic payments under the Contract after exercising reasonable efforts to do so, the Owner may upon thirty (30) days’ notice, order work on the Project to cease. The Owner will remain obligated to pay for the work already performed but shall not be obligated to pay the balance remaining unpaid beyond the fiscal period for which funds have been appropriated or allocated and for which the work has not been done.   

 

Lease‐Leaseback Agreement                                                                                                                   Athletic Center Project                                    at Palo Alto High School  

EXHIBIT D‐ Lease‐Leaseback Agreement   

Palo Alto Unified School District  

Palo Alto High School Athletic Center Project     

The Parties hereby agree that the following document is Contractor’s submission of its schedule of values, per General Conditions Section 9.2.1.A.     

   

     

 

     

LEASE‐LEASEBACK   

SUBLEASE AGREEMENT  

Dated as of June 9, 2015  

Between  

Palo Alto Unified School District  

and  

Vance Brown, Inc.   

  

Palo Alto High School Athletic Center Project  

50 Embarcadero Road, Palo Alto, CA  94301 

 

  ‐ 1 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

LEASE‐LEASEBACK SUBLEASE AGREEMENT  

 PALO ALTO HIGH SCHOOL ATHLETIC CENTER PROJECT  

 THIS LEASE‐LEASEBACK SUBLEASE AGREEMENT (“Sublease”) is entered into as of June 9, 2015, between Vance Brown, Inc., a California corporation and licensed general contractor  (“Con‐tractor”), as lessor, and the Palo Alto Unified School District,  a California public school district (the “Owner”), as lessee. Owner and Contractor are each a “Party” and together are the “Parties” to this Sublease.  Under California Education Code Section 17406 et seq.,  the Owner may enter  into  leases and agreements relating to real property and buildings used by the Owner.  The Owner deems it essential for its own governmental purpose to finance the construction and installation of certain  improvements (the “Project”) described  in Article 1 and Exhibit A of the Lease‐Leaseback Agreement entered into between the Owner and Contractor dated the date of this Sublease (the “Lease‐Leaseback Agreement”) and situated on the Site described or depicted in Ex‐hibit A of the Site Lease dated the same date between the Owner and Contractor (the “Site Lease”). The site described or depicted in the Site Lease is referred to in this Sublease as the “Site”.  Under California Education Code Section 17406, the Owner is leasing the Site to Contractor under the Site Lease in consideration of Contractor subleasing the Site, including the Project, to the Owner under the terms of this Sublease.   The Owner owns the Site and under the Lease‐Leaseback Agreement has prepared, adopted, and had approved plans and specifications for the completion of the Project as required by California Education Code Section 17402.  The Owner and Contractor agree to mutually cooperate now or hereafter, to the extent possible, in order to sustain the intent of this Sublease and the bargain of the Parties, and to provide payments according to this Sublease on the dates and in the amounts shown in Exhibit A of this Sublease.  The Owner and Contractor therefore agree as follows:  1.   Sublease. Contractor leases and subleases to the Owner, and the Owner leases and sub‐leases from Contractor, the Site, including any real property improvements now or later placed on the Site. Following this sentence, reference in this Sublease to the term “Contractor” means Contractor and Contractorʹs assigns for those rights, interests, and obligations that may be as‐signed by Contractor.  

 

  ‐ 2 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

2.   Term. The terms and conditions of this Sublease become effective on the date shown above.  The term of this Sublease is coterminous with the term of the Lease‐Leaseback Agreement and the term automatically ends on completion of the Project or termination of the Lease‐Leaseback Agreement, in accordance with the General Conditions of the Contract for construction of the Project (“General Conditions”), with the Parties’ respective interests under this Sublease automatically ended and re‐leased, and title to the Site and Project automatically and fully vested in the Owner.  (In this sub‐lease, “Contract” has the same meaning as defined in the Lease‐Leaseback Agreement.)   3.   Representations and Warranties of the Owner. The Owner represents and warrants to Contrac‐tor that:  

(a)  The Owner is a public school district, duly organized and existing under the Constitution and laws of the State of California with authority to enter into and perform all of its obligations un‐der this Sublease. 

 (b) The Ownerʹs governing body has duly authorized the execution and delivery of this Sub‐

lease and further represents and warrants that all requirements have been met and procedures fol‐lowed to ensure its enforceability. 

 (c)  The execution, delivery, and performance of this Sublease do not and will not result in any 

breach of or constitute a default under any indenture, mortgage, contract, agreement, or instrument to which the Owner is a party by which it or its property is bound. 

 (d) There is no pending or, to the knowledge of the Owner, threatened action, or proceeding be‐

fore any court or administrative agency that will materially adversely affect the ability of the Owner to perform its obligations under this Sublease. 

 (e)  The Project and the Site are essential to the Owner in the performance of its governmental 

functions and their estimated useful life to the Owner exceeds the term of this Sublease.  (f)  The Owner shall take such action as may be necessary to include all Sublease payments in 

its annual budget and annually to appropriate an amount necessary to make such Sublease pay‐ments.  

 (g)   The Owner shall not abandon the Site for the use for which it is currently required by the 

Owner and, to the extent permitted by law, the Owner shall not seek to substitute or acquire prop‐erty to be used as a substitute for the use for which the Site is maintained under the Sublease. 

 (h) Except as may be permitted under federal or state laws, the Owner shall not allow any haz‐

ardous materials or substances to be used or stored on, under, or about the Site.   

 

  ‐ 3 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

 4.   Representations and Warranties of Contractor. Contractor represents and warrants  to  the Owner that:  

(a)  Contractor is duly organized, validly existing and in good standing as a [corporation] and licensed general contractor under the laws of the State of California, with full corporate power and authority to lease and own real and personal property; 

 (b) Contractor has full power, authority and legal right to enter into and perform its obligations 

under this Sublease, and the execution, delivery and performance of this Sublease have been duly authorized by all necessary corporate actions on the part of Contractor and do not require any fur‐ther approvals or consents; 

 (c)  The execution, delivery, and performance of this Sublease do not and will not result in any 

breach of or constitute a default under any indenture, mortgage, contract, agreement, or instrument to which Contractor is a party by which it or its property is bound; 

 (d) There is no pending or, to the knowledge of Contractor, threatened action, or proceeding be‐

fore any court or administrative agency that will materially adversely affect the ability of Contrac‐tor to perform its obligations under this Sublease; 

 (e)  Contractor will not mortgage or encumber the Site or the Sublease or assign this Sublease or 

its rights to receive Sublease payments, except as permitted under this Sublease.  5.   Construction/Acquisition.  

(a)  The Owner has entered into the Lease‐Leaseback Agreement and the Site Lease with Con‐tractor in order to acquire and construct the Project. The cost of the acquisition, construction and installation of the Project is determined by the GMP as set forth in Article 4 of the Lease‐Leaseback Agreement. 

 (b)  In order to ensure that moneys sufficient to pay all costs will be available for this purpose 

when required,  the Owner shall maintain on deposit in its general or other appropriate fund, and shall annually appropriate funds sufficient to make all Sublease payments which become due to Contractor under this Sublease.  6.   Sublease Payments.  

 (a)  For services satisfactorily performed by Contractor and for Owner’s use of the Site, and after 

receipt of properly documented and submitted applications for payment, the Owner shall pay Con‐tractor lease payments (the “Sublease Payments” and each individually a “Sublease Payment”) monthly as set forth in Exhibit A hereof and in the Lease‐Leaseback Agreement and the General 

 

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             at Palo Alto High School 

Conditions, at the office of Contractor or to such other person or at such other place as Contractor may from time to time designate in writing.   

 (b)  Contractor agrees that satisfactory progress under the time schedule required by the Con‐

tract (the “Time Schedule”) shall be conditions precedent to the making of Sublease Payments by the Owner. The determination of whether the Time Schedule has been adequately adhered to shall be made  in accordance with the General Conditions. If the Owner determines under the Time Schedule that the work required to be performed before a given Sublease Payment has not been met, the Owner shall not be required to make that scheduled Sublease Payment. Once the Owner has determined that the work scheduled to be completed before the Sublease Payment in question has been completed, then the Owner shall make the Sublease Payment corresponding to completion of such work. 

 (c)  In accordance with the Lease‐Leaseback Agreement and the General Conditions, the Owner 

shall retain an amount equal to 10% of each Sublease Payment. Release of the retention and the final payment shall be made in the manner described in the General Conditions. 

 (d) The obligation of the Owner to pay Sublease Payments shall constitute a current expense of 

the Owner and shall not in any way be construed to be a debt of the Owner in contravention of any applicable constitutional or statutory limitations or requirements concerning the creation of indebt‐edness by the Owner, nor shall anything contained in this Sublease constitute a pledge of the gen‐eral tax revenues, funds, or moneys of the Owner.    7.   Fair Rental Value. Sublease Payments shall be paid by the Owner in consideration of the right of possession of, and the continued quiet use and enjoyment of, the Project and the Site during this Sublease. The Parties have agreed and determined that such total rental is not in excess of the fair rental value of the Project and the Site. In making such determination, consideration has been given to the fair market value of the Project and the Site, other obligations of the Parties under this Sub‐lease (including, but not limited to, costs of maintenance, taxes and insurance), the uses and pur‐poses which may be served by the Project and the Site and the benefits from the Project and Site which will accrue to the Owner and the general public, the ability of the Owner to make additions, modifications and improvements to the Project and the Site which are not inconsistent with the Lease‐Leaseback Agreement and which do not interfere with Contractor’s work on the Project  and  Site.  8.   Sublease Abatement. In addition to delay of Sublease Payments provided in Section 6, above, Sublease Payments due with respect to the Project shall be subject to abatement prior to the com‐mencement of the use of the Project or during any period in which, by reason of material damage to or destruction of the Project or the Site, there is substantial interference with the use and right of possession by the Owner of the Project and the Site or any substantial portion the Site. For each po‐tential incident of substantial interference, decisions to be made on:  i) whether or not abatement shall apply; ii) the date upon which abatement shall commence; iii) the applicable portion of Sub‐

 

  ‐ 5 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

lease Payments to be abated and; iv) the concluding date of the particular abatement, shall all be subject to determinations by the Owner in concert with its insurance provider. Contractor’s right to dispute these decisions is not impaired. The amount of abatement shall be such that the Sublease Payments paid by the Owner during the period of Project restoration do not exceed the fair rental value of the usable portions of the Site. In the event of any damage or destruction to the Project or the Site, this Sublease shall continue in full force and effect.  9.   Use of Site and Project. During the term of this Sublease, Contractor shall provide the Owner with quiet use and enjoyment of the Site without suit, or hindrance from Contractor or its assigns. Other than the portion of the Site within the Contractor’s fencing, the Contractor shall not enter the Site without the permission of the Owner.  The Owner will not use, operate, or maintain the Site or Project improperly, carelessly, in violation of any applicable law or in a manner contrary to that con‐templated by this Sublease. The Owner shall provide all permits and licenses, if any, necessary for the operation of the Project. In addition, the Owner agrees to comply in all respects (including, without limitation, with respect to the time, maintenance and operation of the Project) with laws of all jurisdictions in which its operations involving the Project may extend and any legislative, execu‐tive, administrative, or judicial body exercising any power or jurisdiction over the Site or the Pro‐ject; provided, however, that the Owner may contest in good faith the validity or application of any such law or rule in any reasonable manner which does not, in the opinion of Contractor, adversely affect the estate of Contractor in and to the Site or the Project or its interest or rights under this Sub‐lease.  Upon completion of the Project or severable portions thereof, as defined in the General Con‐ditions, Contractor shall provide the Owner with quiet use and enjoyment of the Site without suit or hindrance from Contractor or its assigns, subject to reasonable interference from ongoing con‐struction operations on any remaining portion of the Site under construction by Contractor.  10. Contractor’s Inspection/Access to the Site. The Owner agrees that Contractor and any Contrac‐tor representative shall have the right at all reasonable times to enter upon the Site or any portion thereof to construct and improve the Project, to examine and inspect the Site and the Project and to exercise its remedies pursuant to section 21 of this Sublease. The Owner further agrees that Con‐tractor and any Contractor representative shall have such rights of access to the Site as may be rea‐sonably necessary to cause the proper maintenance of the Site and the Project in the event of failure by the Owner to perform its obligations under this Sublease.  11.  Project Acceptance. The Owner shall acknowledge final inspection and completion of the Pro‐ject by the Board of Trustees’ acceptance of the Project as complete in accordance with the General Conditions. The validity of this Sublease will not be affected by any delay in or failure of comple‐tion of the Project.  12.  Lease‐Leaseback Agreement and Site Lease. All of the terms of the Lease‐Leaseback Agree‐ment and Site Lease apply to this Sublease as if they were contained in this Sublease.  

 

  ‐ 6 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

13.  Alterations and Attachments. All permanent additions and improvements that are made to, and as part of, the Project shall belong to and become the property of Contractor until completion of the Project or termination of the Contract, subject to the provisions of sections 2, 21 and 22 of this Sublease. Separately identifiable attachments added to the Project by the Owner shall remain the property of the Owner.  14.  Physical Damage; Public Liability Insurance. The Contractor and the Owner shall maintain such damage and public liability insurance policies with respect to the Project and the Site as are required of them by the Lease‐Leaseback Agreement.  15.  Taxes. The Owner shall keep the Project and the Site free and clear of all levies, liens, and en‐cumbrances and shall pay all license fees, registration fees, assessments, charges, and taxes (mu‐nicipal, state, and federal) if applicable, which may now or later be imposed upon the ownership, leasing, renting, sale, possession, or use of the Project and the Site, excluding, however, all taxes on or measured by Contractorʹs income.  16.  Indemnity. In addition to the indemnification set forth in the Lease‐Leaseback Agreement, the Site Lease, and elsewhere in this Sublease, to the extent permitted by law, and with the exception of the Contractorʹs responsibilities as “Contractor” under the Lease‐Leaseback Agreement, the Owner shall, with respect to the Project and the Site, indemnify Contractor against and hold Contractor harmless from any and all claims, actions, suits, proceedings, costs, expenses, damages, and liabili‐ties, including attorneysʹ fees, arising out of, connected with or resulting from any acts of omission or commission by the Ownerʹs employees and agents or claims resulting from incidents or occur‐rences involving the financing of the Project and Lease‐Leaseback aspects of the Project and third parties on the Site, including without limitation, the construction, possession, use or operation of the Project; and further, the Owner agrees, to the extent the law allows, to indemnify Contractor against and hold Contractor harmless from and against any and all claims, actions, suits, proceed‐ings, cost, expenses, damages, and liabilities, including attorneyʹs fees, arising out of, connected with or resulting from (a) the clean‐up of any hazardous materials or toxic wastes from the Site or the Project, or (b) the Contractor’s presence in the portion of the Site outside Contractor’s fencing with Owner’s permission; provided, however, that the Owner shall not be required to indemnify Contractor in the event that such liability or damages are caused by the negligence or intentional misconduct of Contractor.  In addition to the indemnification set forth in the Lease‐Leaseback Agreement, the Site Lease, and elsewhere in this Sublease, the Contractor shall, with respect to the Project and the Site, indemnify Owner against and hold Owner harmless from any and all claims, actions, suits, proceedings, costs, expenses, damages, and liabilities, including attorneysʹ fees, arising out of, connected with or result‐ing from (a) the entry by, or presence of, Contractor’s officers, employees, representatives, subcon‐tractors, consultants, or agents in the portion of the Site outside Contractor’s fencing without the District’s permission, or (b) negligent acts or willful misconduct by Contractor’s officers, employees, 

 

  ‐ 7 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

representatives, subcontractors, consultants, or agents in the portion of the Site outside Contractor’s fencing.  17.  Events of Default. The term “Event of Default,” as used in this Sublease means the occurrence of any one or more of the following events: (a) the Owner fails to make any unexcused Sublease Payment (or any other payment) within 15 days after its due date; (b) the Owner or the Contractor fails to perform or observe any other covenant, condition or agreement to be performed or observed by it under this Sublease and such failure to either make the payment or perform the covenant, con‐dition or agreement is not cured within 10 days after written notice of it by the other Party; (c) the discovery by a Party that any statement, representation or warranty made by the other Party in this Sublease, or in any document ever delivered by that other Party under or in connection with this Sublease is misleading or erroneous in any material respect; (d) a Party becomes insolvent, is unable to pay its debts as they become due, makes an assignment for the benefit of creditors, applies or consents to the appointment of a receiver, trustee, conservator or liquidator of the Party or of all or a substantial part of its assets, or a petition for relief is filed by the Party under federal bankruptcy, insolvency or similar laws.  18.  Remedies on Default. Upon the happening of any Event of Default, the non‐defaulting Party may exercise all remedies available under the law or in equity or granted by this Sublease, the Lease‐Leaseback Agreement, the General Conditions, or other portions of the Contract. Despite any Sublease provisions to the contrary, Contractor shall not under any circumstances have the right to accelerate the Sublease Payments that fall due in future Sublease periods or otherwise declare any Sublease Payments not then in default to be immediately due and payable.  19.  Non‐Waiver. No covenant or condition to be performed by the Owner or Contractor under this Sublease can be waived except by the written consent of the other Party. Forbearance or indulgence by the Owner or Contractor in any regards whatsoever shall not constitute a waiver of the covenant or condition in question. Until complete performance by the Owner or Contractor of a covenant or condition, the other Party shall be entitled to invoke any remedy available to it under this Sublease or by law or in equity despite that forbearance or indulgence.  20.  Assignment. Without the prior written consent of Contractor, the Owner shall not (a) assign, transfer, pledge, or hypothecate this Sublease, the Project and the Site, or any part of them, or any interest in them, or (b) sublet or lend the use of the Project or any part of it, except as authorized by the provisions of the California Civic Center Act, Education Code Section 38130 et seq. Consent to any of the prohibited acts listed applies only in the given instance and is not a consent to any sub‐sequent like act by the Owner or any other person.  Contractor shall not assign its obligations under this Sublease with the exception of its obligation to issue default notices and to convey or reconvey its interest in the Project and Site to the Owner upon full satisfaction of the Ownerʹs obligations un‐der this Sublease; however, Contractor may assign its right, title and interest in this Sublease, the Sublease Payments and other amounts due under this Sublease and the Project in whole or in part to one or more assignees or subassignees at any time without the consent of the Owner.  No as‐

 

  ‐ 8 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

signment shall be effective as against the Owner unless the Owner is so notified in writing. The Owner shall pay all Sublease Payments according to the direction of Contractor or the assignee named in the most recent assignment or notice of assignment. During the Sublease term, the Owner shall keep a complete and accurate record of all such assignments. Subject always to the foregoing, this Sublease inures to the benefit of, and is binding upon, the heirs, legatees, personal representa‐tives, successors, and assigns of the Parties.  21.  Ownership. The Project is and shall at all times be and remain the sole property of Contractor until completion of the Project or termination of the Contract, and the Owner shall have no right, title, or interest in or to it until completion of the Project or termination of the Contract, except as expressly set forth in this Sublease (including, but not limited to, Section 2, above).  22.  Release of Liens.  

(a) Upon the Owner executing a Certificate of Acceptance and filing a Notice of Completion on the Project, as defined in the General Conditions, Contractor or its assignee and the Owner shall release Contractorʹs leasehold interest in the Project. 

 (b)  Contractor shall authorize, execute, and deliver to the Owner all documents reasonably re‐

quested by the Owner to evidence (i) the release of any and all liens created under this Sublease and the Site Lease, and (ii) any other documents required to terminate the Site Lease and this Sublease. 

 23.  Severability. If a court of competent jurisdiction shall hold any provision of this Sublease inva‐lid or unenforceable, such holding shall not invalidate or render unenforceable any other provision of this Sublease, unless elimination of such provision materially alters the rights and obligations embodied in this Sublease.  24.  Entire Agreement. This Sublease, the Site Lease, the Lease‐Leaseback Agreement, and the Con‐tract Documents that make up the “Contract” constitute the entire agreement between the Parties with respect to the Project, and it shall not be amended, altered, or changed except by a written agreement signed by both Parties.  25.  Notices. Any notices or filings required to be given or made under this Sublease shall be served, given, or made in writing upon the Owner or Contractor, as the case may be, by personal delivery or registered mail (with a copy sent via fax or regular mail) to the respective addresses given below, or at such address as such Party may provide in writing from time to time.     

    

 

  ‐ 9 ‐ Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

If to Contractor:    

Loren Brown  Vance Brown, Inc. 3197 Park Boulevard  Palo Alto, CA  94306  

   If to Owner:   

     Max McGee, Superintendent Palo Alto Unified School District 25 Churchill Avenue  Palo Alto, CA  94306   

26.  Headings. The captions or headings in this Sublease are for convenience only and in no way define, limit or describe the scope or intent of any provisions of this Sublease.  27.  Time. Time is of the essence in this Sublease and all of its provisions.  28.  Sublease Interpretation. This Sublease and the rights of the Parties under it shall be gov‐erned by and construed in accordance with the laws of California.  29.  Execution in Counterparts. This Sublease may be simultaneously executed in multiple counterparts, each of which shall be deemed an original and all of which shall constitute but one and the same instrument.  30.  Terms Not Defined. Capitalized terms used in this Sublease that are not defined shall have the same meaning as in the Lease‐Leaseback Agreement or General Conditions.   

* * * * * * * * * * * * * * * * * * * *   CONTRACTOR:  OWNER:  Vance Brown, Inc.            Palo Alto Unified School District  BY: ________________________________  BY:              TITLE:  PRESIDENT    Superintendent   BY: ________________________________ TITLE: CORPORATE SECRETARY                                                                    

 

Sublease Agreement Athletic Center Project 

             at Palo Alto High School 

EXHIBIT A  

SCHEDULE OF SUBLEASE PAYMENTS   The term of this sublease shall commence as of the date shown on page 1 of this Sublease. Sublease payments shall be paid monthly and the total Sublease Payments made by Owner shall not exceed the GMP (see Article 4 of the Lease‐Leaseback Agreement).    Notwithstanding the foregoing, the term of this Sublease may be extended and payment options may be modified by written agreement of the Parties hereto.    

 

LEASE‐LEASEBACK  

SITE LEASE AGREEMENT  

Dated as of June 9, 2015 

Between 

Palo Alto Unified School District 

and 

Vance Brown, Inc. 

Palo Alto High School Athletic Center Project 

50 Embarcadero Road, Palo Alto, CA  94301 

 

  ‐ 1 ‐             Site Lease Agreement Athletic Center Project  at Palo Alto High School 

 

 LEASE‐LEASEBACK 

SITE LEASE AGREEMENT PALO ALTO HIGH SCHOOL ATHLETIC CENTER PROJECT

  THIS LEASE‐LEASEBACK SITE LEASE AGREEMENT (“Site Lease”) is entered into as of June 9, 2015, between the Palo Alto Unified School District, a California public school district (the “Owner”), as lessor, and Vance Brown, Inc., a California corporation and licensed general contractor (the “Contractor”), as lessee. Owner and Contractor are each a “Party” and together are the “Parties” to this Site Lease.  The Owner desires to provide for the financing and construction of certain public improvements (the “Project”) more fully described in a Lease‐Leaseback Agreement between the Owner and Contractor and located at Palo Alto High School, 50 Embarcadero Road, Palo Alto, CA 94301 (the “Site”); and  The Owner’s governing body has determined that it is in the best interests of the Owner and for the common benefit of the residents it serves to construct and finance the Project by leasing the Site on which the public improvements are to be constructed to Contractor, and subleasing from Contractor the Site, including  the  Project,  under  a  Sublease Agreement  effective  the  same  date  as  this  Site  Lease  (the “Sublease”).  The Owner  is  authorized under California Education Code  Section  17406  to  lease  the  Site,  and  its governing body has authorized the execution and delivery of this Site Lease.  Contractor  is authorized  to  lease  the Site as  lessee and  to construct  the Project on  the Site, and has authorized the execution and delivery of this Site Lease.  The Parties therefore agree as follows:  1.   Site Lease. The Owner leases to Contractor and Contractor leases from the Owner, on the terms and conditions of this Site Lease, the Site more specifically described or depicted in Exhibit “A” attached to this Site Lease, including any real property improvements now or later placed on the Site. Following this sentence, reference in this Site Lease to the term “Contractor” means Contractor and Contractor’s assigns for those rights, interests, and obligations that may be assigned by Contractor.  2.   Term. The term of this Site Lease shall begin as of the date above and shall be coterminous with the end of  the  term of  the Lease‐Leaseback Agreement    (the  “Termination Date”), unless  such  term  is extended or earlier terminated as hereinafter provided:  

(a)  If before the Termination Date, all Sublease payments, as defined in the Sublease (the “Sublease Payments”) shall be fully paid or provision made for such payment, or which the Parties agree may be released, the term of this Site Lease as to the particular portion of the Site for which Sublease Payments have been fully paid shall end ten (10) days afterwards or ten (10) days after written notice to Contractor, whichever is earlier; or 

 

‐ 2 ‐             Site Lease Agreement Athletic Center Project  at Palo Alto High School 

(b)  In accordance with the Lease‐Leaseback Agreement, the term of this Site Lease shall automatically end upon such completion of  the Project or  termination of  the Contract, with  the Parties’ respective interests  under  this  Site  Lease  automatically  ended  and  released,  and  title  to  the  Site  and  Project automatically and fully vested in the Owner.  3.   Representations and Warranties of the Owner. The Owner represents and warrants to Contractor that:  

(a)  The Owner has good and merchantable fee title to the Site and has authority to enter into and perform its obligations under this Site Lease; 

 (b)  There are no liens on the Site other than permitted encumbrances;  (c)  All taxes, assessments, or impositions of any kind with respect to the Site, if applicable, except 

current taxes, have been paid in full;  (d)  The Site is properly zoned for the intended purpose and utilization of it or the Owner intends to 

render zoning inapplicable pursuant to Government Code section 53094;  (e) The Owner is in compliance with all laws, regulations, ordinances and orders of public authorities 

applicable to the Site;  (f)   There  is no  litigation of any kind currently pending or  threatened  regarding  the Site or  the 

Ownerʹs use of the Site for the purposes contemplated by this Site Lease, the Sublease, and the Lease‐Leaseback Agreement; 

 (g)  To the best of the Ownerʹs knowledge, after actual inquiry:  (i)  other than those addressed in the 

scope  of  the Work,  no  dangerous,  toxic  or  hazardous  pollutants,  contaminants,  chemicals, waste, materials or substances, as defined in or governed by the provisions of any State or Federal Law relating thereto (hereinafter collectively called “Environmental Regulations”), and also including, but not limited to, urea‐formaldehyde, polychlorinated biphenyls, asbestos, asbestos containing materials, nuclear fuel or waste,  radioactive materials,  explosives,  carcinogens  and  petroleum  products,  or  any  other waste, material, substance, pollutant or contaminant which would subject the owner of the Site or Contractor or Contractor’s subcontractors to any damages, penalties or liabilities under any applicable Environmental Regulation  (hereinafter  collectively  called  “Hazardous  Substances”),  are  now  or  have  been  stored, located,  generated,  produced,  processed,  treated,  transported,  incorporated,  discharged,  emitted, released, deposited or disposed of  in, upon, under, over or  from  the  Site;  (ii) no  threat  exists of  a discharge, release or emission of a Hazardous Substance upon or from the Site into the environment; (iii) the Site has not been used as or for a mine, a landfill, a dump or other disposal facility, industrial or manufacturing facility, or a gasoline service station; (iv) no underground storage tank is now located in the Site; (v) no violation of any Environmental Regulation now exists relating to the Site, no notice of any such violation or any alleged violation thereof has been issued or given by any governmental entity or agency, and there is not now any investigation or report involving the Site by any governmental entity or agency  which  in  any  way  relates  to  Hazardous  Substances;  (vi)  no  person,  party,  or  private  or 

 

‐ 3 ‐             Site Lease Agreement Athletic Center Project  at Palo Alto High School 

governmental agency or entity has given any notice of or asserted any claim, cause of action, penalty, cost or demand for payment or compensation, whether or not involving any injury or threatened injury to human health, the environment or natural resources, resulting or allegedly resulting from any activity or event described in (i) above; (vii) there are not now any actions, suits, proceedings or damage settlements relating in any way to Hazardous Substances, in, upon, under over or from the Site; (viii) the Site is not listed in the United States Environmental Protection Agencyʹs National Priorities List of Hazardous Waste Sites or any other list of Hazardous Substance sites maintained by any federal, state or local governmental agency; and (ix) the Site  is not subject to any lien or claim for lien or threat of a lien in favor of any governmental  entity  or  agency  as  a  result  of  any  release  or  threatened  release  of  any Hazardous Substance. 

 (h)  To the extent permitted by law, the Owner shall not abandon the Site for the use for which it is 

currently required by the Owner and further, shall not seek to substitute or acquire property to be used as a substitute for the uses for which the Site and Project are to be maintained under the Sublease. 

 (i)  The term “permitted encumbrances” as used herein shall mean, as of any particular time: (i) liens 

for general ad valorem  taxes and assessments,  if any, not  then delinquent;  (ii)  this Site Lease,    the Sublease, any right or claim of any mechanic, laborer, materialman, supplier, or vendor, if applicable, not filed or perfected in the manner prescribed by law, easements, rights of way, mineral rights, drilling rights, and other rights, reservations, covenants, conditions, or restrictions which exist of record as of the date of this Site Lease and which will not materially impair the use of the Site; (iii) easements, rights of way, mineral rights, drilling rights and other rights, reservations, covenants, conditions, or restrictions established following the date of recordation of this Site Lease and to which Contractor and the Owner consent in writing which will not impair or impede the operation of the Site. 

 4.   Representations and Warranties of Contractor. Contractor represents and warrants to the Owner that:  

(a)  Contractor is duly organized, validly existing and in good standing under the laws of the State of California, with full corporate power and authority to lease and own real and personal property. 

 (b)  Contractor has full power, authority, and legal right to enter into and perform its obligations 

under this Site Lease, and the execution, delivery, and performance of this Site Lease have been duly authorized by all necessary corporate actions on the part of Contractor and do not require any further approvals or consents. 

 (c)  Execution, delivery, and performance of this Site Lease do not and will not result in any breach of 

or constitute a default under any  indenture, mortgage, contract, agreement, or  instrument  to which Contractor is a party or by which it or its property is bound. 

 (d)  There is no pending or, to the best knowledge of Contractor, threatened action, or proceeding 

before any court or administrative agency that will materially adversely affect the ability of Contractor to perform its obligations under this Site Lease.  

 

‐ 4 ‐             Site Lease Agreement Athletic Center Project  at Palo Alto High School 

5.   Rental. Contractor shall pay to the Owner as and for advance rental hereunder $1.00 per year per Site, on or before the date of commencement of the term of this Site Lease.   6.   Purpose. Contractor shall use the Site solely for the purpose of constructing the Project on the Site and for subleasing the Site and leasing the Project to the Owner; provided, that in the Event of Default by the Owner under the Sublease, the Contractor may exercise the remedies provided for in the Sublease.  7.   Termination. Contractor agrees, upon termination of this Site Lease: (i) to quit and surrender the Site in the same good order and condition as it was in at the time of beginning of the term of this Site Lease, reasonable wear and tear excepted; (ii) to release and reconvey to the Owner any liens and encumbrances created or caused by Contractor; and (iii) that any permanent improvements and structures existing upon the Site at the time of the termination of this Site Lease, including the Project, shall remain on the Site and title to such improvement shall vest in the Owner. Notwithstanding the Owner’s rights in the event of termination under this section 7, Contractor shall retain the right to full compensation for all services rendered before the termination in accordance with the Lease‐Leaseback Agreement and the Sublease.  8.   Quiet Enjoyment. The Owner  covenants and agrees  that  it will not  take any action  to prevent Contractorʹs quiet enjoyment of the Site during the term of this Site Lease; and, that in the event the Ownerʹs fee title to the Site is ever challenged so as to interfere with Contractorʹs right to occupy, use and enjoy    the Site,  the Owner will use all governmental powers at  its disposal,  including  the power of eminent domain, to obtain unencumbered fee title to the Site and to defend Contractorʹs right to occupy, use, and enjoy that portion of the Site.  9.   No Liens. The Owner shall not mortgage, sell, assign, transfer, or convey the Site or any part thereof to any person during the term of this Site Lease, without the written consent of Contractor. Nothing herein shall preclude the Owner from granting utility easements across the Site to facilitate the use and operation of the Project for which it is intended.  10.  Right of Entry. The Owner reserves the right for any of its duly authorized representatives to enter upon the Site at any reasonable time to inspect the same or to make any repairs, improvements or changes necessary for the preservation thereof, but in doing so shall not interfere with Contractor’s operations on the Project.  11.  Assignment and Subleasing. Other than the Sublease, Contractor will not assign or otherwise dispose of or encumber the Site or this Site Lease without the prior written consent of the Owner.  12.  No Waste. Contractor agrees that at all times that it is in possession of the Site it will not commit, suffer, or permit any waste on the Site, and it will not willfully or knowingly use or permit the use of the Site for any illegal act or purpose.  13.  Default. In the event Contractor shall be in default in the performance of any obligation on its part to be performed under the terms of this Site Lease, which default continues for thirty (30) days following notice and demand for correction thereof to Contractor, the Owner may exercise any and all remedies 

 

‐ 5 ‐             Site Lease Agreement Athletic Center Project  at Palo Alto High School 

granted by law, except that no merger of this Site Lease and of the Sublease shall be deemed to occur as a result thereof.  14.  Eminent Domain. In the event the whole or any part of the Site or the improvements thereon is taken by eminent domain, the financial interest of Contractor shall be recognized and is hereby determined to be the amount of all Sublease Payments then due or past due, the next succeeding Sublease Payment and the purchase option price stated in Section 22 of the Sublease less any unearned interest as of the date the Contractor receives payment in full. The balance of the award, if any, shall be paid to the Owner. For purposes of this Section 14, the Sublease Payment(s) include all amounts withheld pursuant to Section 6, paragraph (c) of the Sublease.  15.  Taxes. The Owner covenants and agrees that as between Owner and Contractor, Owner shall pay any and all assessments of any kind or character and also all taxes, including possessory interest ‐ taxes, levied or assessed upon the Site or the improvements thereon.  16.  Severability. If a court of competent jurisdiction shall hold any provision of this Site Lease invalid or unenforceable, such holding shall not invalidate or render unenforceable any other provision of this Site Lease, unless elimination of such provision materially alters the rights and obligations embodied in this Site Lease.  17.  Notices. Any notices or filings required to be given or made under this Site Lease shall be served, given, or made in writing upon the Owner or Contractor, as the case may be, by personal delivery or registered mail (with a copy sent via fax or regular mail) to the respective addresses given below, or at such address as such Party may provide in writing from time to time.  If to Contractor:    

Loren Brown  Vance Brown, Inc. 3197 Park Boulevard  Palo Alto, CA  94306   

If to Owner:    

Max McGee, Superintendent Palo Alto Unified School District 25 Churchill Avenue  Palo Alto, CA  94306  

 18.  Binding Effect. This Site Lease shall inure to the benefit of and shall be binding upon the Parties and their respective successors in interest and permitted assigns, if any.  19.  Amendments  and Modifications.  This  Site  Lease  shall  not  be  effectively  amended,  changed, modified, altered, or terminated without the written agreement of both Parties. 

 

‐ 6 ‐             Site Lease Agreement Athletic Center Project  at Palo Alto High School 

20.  Execution in Counterparts. This Site Lease may be simultaneously executed in multiple counterparts, each of which  shall be deemed an original and all of which  shall  constitute but one and  the  same instrument.  21.  Applicable Law. This Site Lease and  the rights of  the Parties under  it shall be governed by and construed in accordance with the laws of California.  22.  Headings. The captions or headings in this Site Lease are for convenience only and in no way define, limit or describe the scope or intent of any provisions of this Site Lease.  23.  Time. Time is of the essence in this Site Lease and all of its provisions.  24.  Terms Not Defined. Capitalized terms used in this Site Lease that are not defined shall have the same meaning as in the Lease‐Leaseback Agreement.  

* * * * * * * * * * * * * * * * * * * * *  

 CONTRACTOR           OWNER  Vance Brown, Inc.          Palo Alto Unified School District                                           By:              By:           Title: President    Superintendent     By:                Title: Corporate Secretary             

 

Site Lease Agreement Athletic Center Project  at Palo Alto High School

EXHIBIT “A”  

DESCRIPTION OR DEPICTION OF SITE  

(See attached diagram depicting the Site)                                

 

PALO ALTO UNIFIED SCHOOL DISTRICT

BOARD OF EDUCATION

RESOLUTION NO. 2014-15.19

RESOLUTION REGARDING ESTABLISHMENT OF A SEPARATE FUND WITHIN THE STRONG SCHOOL BOND ACCOUNT WITH SANTA CLARA COUNTY

WHEREAS, the Palo Alto Unified School District (“District”) intends enter into an agreement

with Vance Brown, Inc. (VBI), for services related the Palo Alto High School Athletic Center; and WHEREAS, this VBI contract will be partially funded by the District and partially funded by a

Donor; and WHEREAS, this donor may require as a part of an escrow agreement that a bond fund be

established at the County the contains the full amount of the District portion of VBI scheduled payments; and

WHEREAS, these funds are available in the main District’s Strong Schools Bond fund at the

County; and NOW, THEREFORE, BE IT RESOLVED that the Board of Trustees of the Palo Alto

Unified School District hereby authorizes that an additional Bond fund titled The Palo Alto High School Athletic Center be established at Santa Clara County; and

AND FURTHER BE IT RESOLVED that funds be transferred from the existing Bond Fund

in the amount of the current VBI contract; and AND FURTHER BE IT RESOLVED that staff is authorized to make changes in the attached

Fund Description form to be submitted to the County as needed in order to establish the Fund. PASSED AND ADOPTED by the Palo Alto Unified School District Board of Trustees on this 23rd day of June, 2015, by the following vote:

AYES: ____ NOES: ____ ABSTAIN: ____ ABSENT: ____

___________________________________ President of the Board of Education

ATTESTED TO: ______________________________________ Secretary of the Board of Education

X *ADD CHANGE DEACTIVATE

*Creation of a new budgetary fund also requires the creation of a cost center-completed cost center form must be attached.

FUND NUMBER: X *BUDGETARY, or NON BUDGETARY(New fund number is CAFR Report & Column:assigned by Finance) GAAP FUND TYPE FUND GROUP ZSLP

Col. Name:ZFMR 005/ 006Fund Applic:

FUND NAME (40):

DESCRIPTION:

DEPARTMENT RESPONSIBLE: DEPT. #:

DEPARTMENT CONTACT PERSON: TEL & EXT. #:

DATE FUND ESTABLISHED: DATE FUND EXPECTED TO CLOSE (if known):

HOW WAS FUND AUTHORIZED (attach a copy of authorization, e.g. Board Resolution, Legislation, etc.)

PAYMENTS MADE THROUGH:FUND'S OWN WARRANTS (submit a sample of warrant to Finance when available), Group name for report distribution:

or X AUTOMATIC VENDOR WARRANT SYSTEM

INVESTMENT OF CASH ALLOCATION OF INTEREST EARNINGS:X COMMINGLED POOL,

or SEPARATELY INVESTED X SAME FUND,

or OTHER FUND

RESTRICTIONS ON THE USE OF FUND RESOURCES:

TYPES OF ACCOUNTING TRANSACTIONS TO BE PROCESSED: Name of Fund Group:REVENUES: 1) School Cash Group:

EXPENDITURES: 2) School or Special District

INTER-FUND TRANSFERS:

GOVERNMENT WIDE REPORTING ELEMENTS (mark all applicable boxes):Assets will be held for eventual Assets belong to a 3rd party and are held by thedisbursement to a county fund. county for investment purposes only, i.e. schools. CREATE/CHANGE FUND

CREATE/CHANGE CCWill account for central support Principal is required to be retained foreverservice activity on a cost allowing only earnings for county use, i.e. permanent CREATE/CHANGE FUND CENTERreimbursement basis. andowment.

UPDATE FM DERIVERThis fund activity would beaccounted for in the general fund if Assets will be held in trust for a 3rd party pursuant to UPDATE INTEREST TABLEthere was no legal requirement for a trust agreement, court order, or a legal requirement.a separate fund. Trustees authorized UPDATE FUND GROUP(s)to spend all trust assets not just investment School Cash (C)earnings per trust agreement. Fund will operate a full cost recovery. Primary revenue Report Distribution (SCH or SD)

sources are fees from 3rd parties, i.e. enterprise. SL Report (Type/X-XX)Assets will be held in a custodial capacity for SL Report (Type/F-TA.AUDI)ultimate payment to a 3rd party. There is no formaltrust agreement, court order, or a legal requirement.

Department Authorized Signature: Date: CHANGE CAFR COLUMN REPORT

Finance Approval: Date: Entered on: By:

*Revised 03-27-09

FUND DESCRIPTIONNote: A fund must have the deactivation date of June 30th if there is current FY budget or activities.

Palo Alto High School Athletic Center

These funds will be used to pay the contractor, Vance Brown Inc., for the construction of this center.

Palo Alto Unified School District 81

Connie Ngo 650-329-3969

6/23/15 6/22/2017

Board Resolution Attached

COE ONLY

Emma Eclevia

FUND # GLA CC STARTING QTR / FISCAL YEAR

/

Payment to Vance Brown Inc., for services related to the Palo Alto High School

Athletic Center.

CONTROLLER ONLY

Yes, payments to Vance Brown Inc.Report Distribution

Yes, from Fund 3849

ASAP ONLY

BOARD OF EDUCATION Attachment: Action 24 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Cathy Mak, Chief Business Officer SUBJECT: Contracts for Legal Services for 2015-16: (1) Lozano Smith; (2) Fagen Friedman

and Fulfrost; (3) Dannis Woliver Kelley; and (4) Dora Dome This item was discussed by the Board of Education at its meeting of June 9, 2015. Additional information regarding annual evaluation is provided in italics. STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION It is recommended the Board of Education authorize staff to enter into contracts for legal services for 2015-16: Lozano Smith; Fagen Friedman and Fulfrost; Dannis Woliver Kelley; and Dora Dome. There are no retainers or other fees required with the contract renewals. BACKGROUND The District currently contracts with four firms to provide the major part of necessary legal services. Lozano Smith provides the bulk of legal services for the District, including advice on human resources, business, construction, curriculum, and other matters. The Fagen Friedman and Fulfrost firm provides services primarily in special education. The Dannis Woliver Kelley firm provides facilities and construction related services. The Dora Dome firm provides services primarily on student services matters. District legal expenses can fluctuate from year to year depending on the situations that arise requiring legal assistance. Legal expenses have increased in recent years due to the increase in Public Information requests, OCR cases, personnel matters, and a non-completed construction issue in the bond program. Legal expenses for 2014-15 are anticipated to be lower than 2013-14 as many of these cases and issues have been closed or settled. EXPENDITURE HISTORY

Lozano Smith (LS)

Fagen Friedman &

Fulfrost (FFF)

Dannis Woliver Kelley (DWK)

Dora Dome (DD)

Total

2011-12 $160,446** $111,642 $ 12,458 $ -- $ 284,546 2012-13 $112,458 $216,713 $147,193 $18,810 $ 495,174 2013-14 $314,098 $446,164 $381,657 $26,104 $1,168,023 2014-15* $175,352 $185,568 $367,790 $ 9,404 $ 738,114 *Partial year cost (through April 2015) **Excludes costs related to the 525 San Antonio purchase 2015-16 Estimated

$200,000 $250,000 $100,000 $15,000 $ 565,000

PROPOSAL Board Bylaw 9124 requires the Superintendent to annually evaluate the performance of the attorneys providing legal services in such areas as efficiency and adequacy of advice; results obtained for the district; reasonableness of fees; and responsiveness to and interactions with the Board, administration, and community. Ms. Mak has solicited feedback forms from District administrators and the results are positive for all firms. The three main firms that staff uses: Lozano Smith, Fagen Friedman and Fulfrost, and Dannis Woliver Kelley are commonly used firms in Santa Clara County. The numbers of Santa Clara County school district clients they serve are 20 for Lozano Smith, 17 for Dannis Woliver Kelley and 10 for Fagen Friedman Fulfrost. Additionally staff has also polled six neighboring districts on the attorneys they use and fees they pay. The rates of our attorneys are reasonable. The question of doing a Request for Proposal (RFP) came up at the June 9 meeting. Given the time constraint, the Superintendent recommends renewing the contracts with these four firms for 2015-16 based on the positive feedback from District staff and the reasonableness of their fees with the following understanding: 1. The Superintendent is recommending that the BPRC develop and Board adopt a policy requiring the district to issue an RFP for the following contractual services every three years (or sooner based on staff recommendation) on a rotating basis: legal services, audit services, architectural services, and other contractual services as determined and recommended by staff, Board and General Counsel. 2. Once hired, the General Counsel will review all legal services, legal bills, and contracts with the existing providers of legal services within his or her first 100 days of employment in PAUSD and recommend retention or termination of any of the four contracts at that time as well as the timing for release of RFPs for the different sets of legal services. 3. The Superintendent is directing the administrative leaders to be judicious regarding the attorney(s) with whom they work within a particular firm. Specifically, regarding special education services, he has told staff to use just one attorney within the firm, and his written approval is necessary if a staff member needs to work with another individual in that firm. This will allow time for the Board Policy Review Committee to establish a policy and process to evaluate PAUSD’s attorneys and other consultants for the following year. It is proposed contracts be renewed to these same firms for the 2015-16 fiscal year: Lozano Smith; Fagen Friedman and Fulfrost; Dannis Woliver Kelley; and Dora Dome. District staff will be as conservative as is prudently possible in its use of attorney funds. Each firm’s rate schedule is attached. FISCAL IMPACT The Lozano Smith contract will be funded by the General Fund budget and capital budgets, the Fagen Friedman and Fulfrost and the Dora Dome contracts will be funded by the General Fund budget and the Dannis Woliver Kelley contract will be funded by capital budgets, with the amounts charged to the specific fund requiring the services.

BOARD OF EDUCATION Attachment: Action 25 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Superintendent FROM: Bob Golton, Bond Program Manager SUBJECT: Approval of Program Change, Budget Adjustment, and Addendum No. 23 for

DLM to add HVAC to Spangenberg Theater for the Central Building Project at Gunn High School

STRATEGIC PLAN INITIATIVE Budget Trends and Infrastructure RECOMMENDATION It is recommended the Board of Education approve:

1. Adding an HVAC system for Spangenberg Theater to the scope of the Gunn Central Building Project.

2. A Strong Schools Bond budget transfer of $1,710,035 from the Gunn High School Reserve to the Gunn Central Building Project.

3. Approve Addendum No. 23 for DLM for architect services for the Gunn Central Building Project in the amount of $317,772.

This item was discussed at the regular meeting of June 9, 2015. BACKGROUND On March 11, 2014, the Board of Education approved the Central Building project at Gunn High School and authorized staff to execute an addendum to the DLM contract for schematic design. Subsequently, on June 17, 2014, the Board approved the schematic design for this project. The Gunn Facilities Steering Committee (FSC) is recommending adding HVAC (air conditioning) to the Spangenberg Theater. Strong Schools Bond staff, therefore, engaged H&M Mechanical to prepare an HVAC assessment report and to develop options and recommendations on the best way to provide HVAC to the facility, either as part of the Central Building project or separately. After reviewing the options with maintenance staff and the design team, it is being proposed new HVAC units be provided both on the roof of the existing Spangenberg Theater and the new expanded lobby portion of the building. Therefore, this work is best done by incorporating it into the larger Central Building Project. In addition, adding HVAC to the building will require that code updates be made to the building as part of the project. Fire alarm system upgrades to an addressable system and access compliance requirements will be needed, requiring more work for DLM than previously anticipated.

1

Therefore, staff is also proposing the Central Building project budget be increased by the $1,710,035 amount currently in the Gunn Reserve. This will result in the Central Project building budget increasing from $19,374,242 to $21,084,277. To reflect the increase of scope to the project and to account for the design changes approved earlier this year, DLM has proposed an increase in their fee in the amount of $302,640 and $15,132 for reimbursable expenses. This proposal includes three major changes to their scope of work.

1. Making the design changes to add the Wellness Center to the scope of work, approved by the Board on January 13, 2015.

2. Relocation of the Main Distribution Frame (MDF) from the old Library to Building E to avoid disruption to the campus data infrastructure.

3. The addition of HVAC and fire alarm upgrade scope to Spangenberg Theater. 4. Incorporating access compliance requirements to Spangenberg Theater.

DLM’s proposal for these design changes is attached for further detail on these changes and the impact to their work on the project. PROPOSAL It is proposed the Board of Education approve the proposed program change, budget adjustment and Addendum for DLM for the Central Building Project at Gunn High School. FISCAL IMPACT The project will be funded with the transferred funds from the Strong Schools Bond Gunn Reserve and the Gunn High School Central Building project fund.

2

BOARD OF EDUCATION Attachment: Action 26 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Board of Education FROM: Glenn “Max” McGee, Superintendent SUBJECT: Board of Education Assignments for the 2015-16 Academic Year

ASSIGNMENT OF BOARD MEMBERS

TO SCHOOLS, SPECIAL PROGRAMS, AND PARENT GROUPS

School / Program

2013-14 Assignments

2014-15 Assignments

2014-15 Re-Assignments

2015-16 Assignments

Addison Heidi Emberling Melissa Baten Caswell Melissa Baten Caswell Camille Townsend Barron Park Dana Tom Barb Mitchell Ken Dauber Heidi Emberling Juana Briones Barbara Mitchell Melissa Baten Caswell Melissa Baten Caswell Ken Dauber Duveneck Barbara Mitchell Heidi Emberling Heidi Emberling Melissa Baten Caswell El Carmelo Camille Townsend Dana Tom Terry Godfrey Ken Dauber Escondido Dana Tom Camille Townsend Camille Townsend Terry Godfrey Fairmeadow Camille Townsend Dana Tom Terry Godfrey Terry Godfrey Walter Hays Barbara Mitchell Heidi Emberling Heidi Emberling Camille Townsend Hoover Melissa Baten Caswell Camille Townsend Camille Townsend Heidi Emberling Nixon Melissa Baten Caswell Dana Tom Terry Godfrey Ken Dauber Ohlone Heidi Emberling Barb Mitchell Ken Dauber Terry Godfrey Palo Verde Heidi Emberling Barb Mitchell Ken Dauber Melissa Baten Caswell JLS Melissa Baten Caswell Camille Townsend Camille Townsend Heidi Emberling Jordan Dana Tom Barb Mitchell Ken Dauber Terry Godfrey Terman Heidi Emberling Melissa Baten Caswell Melissa Baten Caswell Ken Dauber Gunn Barbara Mitchell Heidi Emberling Heidi Emberling Camille Townsend Palo Alto Camille Townsend Dana Tom Terry Godfrey Melissa Baten Caswell Adult Education Camille Townsend Melissa Baten Caswell Melissa Baten Caswell Ken Dauber Children’s Hospital Dana Tom Heidi Emberling Heidi Emberling Terry Godfrey Pre School / Young Fives

Heidi Emberling Barb Mitchell Terry Godfrey Camille Townsend

Palo Alto Partners in Education (PAPiE)*

Barb Mitchell Dana Tom Ken Dauber Melissa Baten Caswell

Parent Teacher Association (PTA)

Melissa Baten Caswell Camille Townsend Camille Townsend Heidi Emberling

BOARD OF EDUCATION Attachment: Action 27 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Board of Education FROM: Glenn “Max” McGee Ph.D., Superintendent SUBJECT: Certificated Personnel Actions: Approval of Assistant Superintendent-HR Contract STRATEGIC PLAN INITIATIVE Staff recruitment and development RECOMMENDATION: It is recommended the Board approve the contract for Scott Bowers, effective July 1, 2015. BACKGOUND The Board of Education approved a three-year contract with Dr. Scott Bowers in June 2012, with an expiration date of June 30, 2015. Revisions to the Education Code (22119.2, 22119.5, 27401, 27600) due to the Public Employees Pension Reform Act provide for employers to restructure compensation contracts to account for changes in the law. The new contract changes are:

1. The term of the contract is for three years, commencing July 1, 2015 with an expiration date of June 30, 2018.

2. The contract includes additional sections incorporating recent changes in the law.

Section 12 (Termination of Agreement) now includes a subsection (f) on termination for inappropriate fiscal practices. Two new sections have also been added to the contract: Abuse of Office Provisions (#13) and Tax/Retirement Issues (#14). These sections address Government Code and Education Code changes.

Copies of the proposed contract are available in the district personnel office.

BOARD OF EDUCATION Attachment: Action 28 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 06.23.15 TO: Glenn “Max” McGee, Ph.D., Superintendent FROM: Scott Bowers, Ed.D., Assistant Superintendent, Human Resources SUBJECT: Addendum to Certificated Personnel Actions: Appointment of Assistant Superintendent:

Chief Student Services Officer We are pleased to recommend Holly Wade to serve as Assistant Superintendent: Chief Student Services Officer, effective July 1, 2015. Dr. Wade has served as the PAUSD Director for Special Education since 7/1/2010. Prior to coming to PAUSD, Dr. Wade served as the director of special education at Los Gatos-Saratoga Union High School District from 2006 to 2010. Dr. Wade taught in the Long Beach Unified School District, the Santa Clara County Office of Education, and Los Gatos/Saratoga Union High School District as a special education teacher. Dr. Wade holds an Ph.D. in Special Education (UC Berkeley), an M.A in Special Education (San Francisco State University) and a B.A. in Art/Art History (Scripps College).