Proposal for: Town of Ledyard School Facilities Improvement Project Ledyard, Connecticut October 10, 2013

Bid #2014-03 | ARCHITECTURE | ENGINEERING | INTERIOR DESIGN | PLANNING

October 10, 2013

Mr. John Rodolico Mayor Town of Ledyard 741 Colonel Ledyard Highway Ledyard, Connecticut 06339

Re: Town of Ledyard School Facilities Improvement Project

Dear Mayor Rodolico:

The Town of Ledyard is committed to a study of its existing school facilities to better equip them to meet the challenges of education in the 21st Century. Symmes, Maini, McKee Associates Architecture & Engineering of CT, Inc. (SMMA) is well- qualifi ed to support this challenge.

Specifi cally, SMMA can provide: ▪ Broad Experience in Educational Planning Our Educational Planning Group has conducted over 15 district-wide master plans and programmed, designed, and implemented nearly $1 billion in school projects in the past decade. The majority of these projects have commenced with a fi rst phase master plan or feasibility assessment similar to that which you propose. ▪ Interdisciplinary Design Services Your study as advertised will require the services of programmers, planners, engineers, and permitting specialists in addition to architects with K-12 design experience. SMMA provides these integrated design services from a single responsibility for the most effective delivery of your study. ▪ Commitment to Design Excellence SMMA’s Educational Planning Group is committed to the programming and design of K-12 facilities that perform at a high level for pupils, teachers, administration, and the broader community. SMMA is pleased to have its comprehensive high school in Hudson, Massachusetts awarded “School of the Year for 2006” by the KnowledgeWorks Foundation. More recently, Hudson High School has been selected as a Model School by the Massachusetts School Building Authority (MSBA) and is being adapted to meet high school program requirements in several communities statewide. ▪ Prior Experience With the Town of Ledyard SMMA has been fortunate to perform prior planning services for the Town of Ledyard in our preparation of the Ledyard Community Facilities Assessment in May 2011. This assessment covered all Town buildings, including your schools, in a systematic identifi cation of their current age, function, size, and general physical condition. The key leadership for that work will be continuing on this improvement project maximizing continuity of our knowledge and expertise. It is appropriate that the Town now focus on its schools — its major physical investment — to best equip them to serve the educational needs of the children of Ledyard well into the new century.

We look forward to the opportunity to continue our service to the Town of Ledyard.

Sincerely, SMMA | SSymmesymmes Maini & McMMcKeeKee AsAssociatess es

Alex C. Pitkin, AIA MarkMark J. Zarrillo,Zarrir llo, FFASLA,ASA LA, AIAICPCP Principal-in-Charge D Directorirrece toor of PlaPlanningnnini g

SYMMES MAINI & McKEE ASSOCIATES | CHAPEL HILL, NORTH CAROLINA | PROVIDENCE, RHODE ISLAND 1000 MASSACHUSETTS AVENUE CAMBRIDGE, MASSACHUSETTS 02138 T. 617.547.5400 F. 800.648.4920 www.smma.com 3 | Qualifi cation Statement

Qualifi cation Statement

First-Phase Feasibility or Master Plan Studies

Each educational Master Plan or Feasibility Study will differ in its objectives based on both the character of the community and the physical condition of its school buildings. What should be common to all such fi rst phase studies however, is a format and methodology which results in a “politically” credible document to support the objectives of the study committee and to secure approval from a town meeting or public board. The following list is representative of recent or current First Phase Feasibility or Master Plan studies:

Barrington, RI Marblehead, MA* ▪ System-wide Facility Study ▪ Intermediate School Feasibility Study ▪ School District Master Plan Bedford, MA* ▪ Elementary School Master Plan Medway, MA* ▪ High School Feasibility Study ▪ K-12 Master Plan Beverly, MA* North Kingstown, RI ▪ High School Master Plan ▪ District-wide Facilities Master Plan Bridgewater-Raynham, MA Norton, MA ▪ Building Needs Study for the Raynham ▪ Middle School Study Schools (K-8) ▪ Due Diligence Study Bridgewater Norwood, MA Williams Middle School ▪ High School Feasibility Study ▪ Due Diligence Study Bridgewater Pawtucket, RI Elementary School ▪ System-wide Facility Study ▪ Due Diligence Study Bridgewater- Raynham High School Pembroke, MA ▪ Site Selection for Regional High ▪ Elementary School Site Study School Salisbury, MA Bristol-Warren, RI ▪ Elementary School Feasibility Study Regional District Facilities Study ▪ Sandwich, MA* Carlisle, MA ▪ School District Master Plan Elementary School Feasibility Study ▪ Southborough, MA (Preliminary Phase) ▪ M. Neary School Feasibility Study Concord, MA* Stoneham, MA* ▪ Elementary/Middle School Master Plan ▪ Elementary School Master Plan Concord-Carlisle, MA* Stow, MA* ▪ Regional High School ▪ Elementary School Feasibility Study ▪ Master Plan ▪ K-8 Master Plan Deerfi eld, MA Swampscott, MA* ▪ Elementary School Feasibility Study ▪ School District Master Plan East Greenwich, RI Templeton, MA* ▪ System-wide Facilities Assessment ▪ Elementary Schools Master Plan East Longmeadow, MA* Tewksbury, MA* ▪ School District Master Plan ▪ Elementary Schools Master Plan East Providence, RI Wellesley, MA* ▪ System-wide Facility Study ▪ Elementary School Master Plan Grafton, MA* ▪ High School Master Plan Study School District Master Plan ▪ Weston, MA Hamilton-Wenham, MA* ▪ Field School Feasibility Study ▪ Regional School District Master Plan *Indicates District Master Plan Ledyard, CT ▪ Community-wide Facilities Plan

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 3 | 1 4 | Scope of Services

Scope of Services — Outlined in the Work Plan 1. Enrollment Projections & Space Needs Assessments Conduct a review of enrollment projections and space needs to determine if they are still consistent with the fi ndings of SMMA’s 2011 report, as well as any new information gathered since. 2. Existing Conditions Analysis Review Existing Conditions data from SMMA’s 2011 study and supplement with specifi c attention paid to Ledyard Middle School, Gallup Hill School, and Ledyard Center School. 3. Design Alternatives Based on fi ndings in Existing Conditions Analysis, provide recommendations for: – Ledyard Middle School: provide recommendations and preliminary design for expansion and/or renovation of Ledyard Middle School in order to meet project objectives. – Ledyard Center School & Gallup Hill School: perform an analysis of alternatives using location suitability, estimated Parker Elementary School, Billerica, Massachusetts costs, and feasibility factors, as well as preliminary design options for expansion and/or renovation of Ledyard Center School or Gallup Hill School to enable one of the two facilities to close. 4. Project Timeline Develop project timelines providing for minimal disruption to educational program and impact on cost. 5. Cost Estimates Develop cost estimates for design alternatives with value engineering options for cost reduction considerations. 6. Report – Prepare Preliminary Report including existing conditions assessments, plans, drawings, schematics, and cost estimates detailing the scope of services for each project. – Present Preliminary Report to the Permanent Municipal Building Committee (PMBC) – Develop Final Report, and provide support to PMBC at presentations to Board of Education, Town Council, Public Hearings, and Town Meeting 7. State BSF & Grant Assistance Provide assistance as needed to the Town, Board of Education, and PMBC for submission of State Bureau of School Facilities (BSF) Application and applicable grants.

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Profi le SMMA is a multidisciplinary design fi rm offering architecture, engineering, interior design, and planning services to a broad range of institutional, corporate, and technology-based clients. Founded in 1955, SMMA today is a company of over 150 profes sion als, headquar tered in Cambridge, Mas sachu setts. Building Design and Construction, Interior Design, Boston Business Journal, Architectural Record, and Engineering News Record magazines consistently rank SMMA among the leading multidisciplinary design fi rms in the United States. Repeat commissions from estab lished clients has averaged over 70 percent for the last fi ve years. Approach SMMA is dedicated to creating places and spaces that contribute measurable value to each project. We do so by thoroughly listening to our clients, maintaining close relationships with them, and providing dedicated service that responds directly to their unique needs and aspirations. Our organization is focused around two focused design studios:

▪ Institutional ▪ Corporate + Technology ▪ Educational/K-12 ▪ Advanced Technology/ Mission Critical ▪ Higher Education ▪ Corporate + Commerical ▪ Government ▪ Health + Science

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SMMA’s integrated approach in project delivery means that team members from all disciplines work together – from project initiation to completion. This collab o ra tive process results in coordinated and tailored solutions to each client’s challeng es, and facilitates support of the quality, schedule, and fi nancial goals uniquely defi ned by each client. Services SMMA provides four core design services across our practice studios: 1. Architectural design and educational pro gram ming 2. Master planning, site design, urban planning, and landscape architecture 3. Engineering – civil, structur al, me chan ical, electri cal, tel-data, plumb ing, and fi re pro tec tion 4. Interior design and space planning Collaboration between these specialties allows our designers to share ideas and design solutions of benefi t to clients in each of our practice groups. Technology Computer-based design, analysis, and commu ni ca tion tools facilitate the sharing of in for mation internally with SMMA’s design teams and exter nal ly with appro pri ate members of the client’s team. This en hances design creativity and productivity and provides the framework for reliable information storage, retrieval, and pub li ca tion. In te grat ed web and database technol o gies are utilized to distribute infor mation, and project extranet sites provide secure, online meeting places for immediate commu ni ca tion to SMMA team members and to the client. Quality Control SMMA was one of the fi rst New England design fi rms to become ISO 9001 certifi ed. The fi rm’s rigorous review process suc cess ful ly integrates site and archi tec ture, systems design, energy conser va tion, construction phasing/ schedules, and cost control, resulting in a product that meets and/or exceeds client expectations. Sustainable Design As a member of the US Green Building Council, SMMA is committed to sustainable design practices such as energy effi ciency, indoor environmental quality, environmentally friendly material selection, improved recycling programs, and sustainable site design. Our LEED Accredited Professionals maintain a green reference library, publish a weekly “Green Tips” article, monitor offi ce recycling, and participate in regional seminars and workshops in sustainable design.

SMMA’s LEED Accredited Professionals SMMA Project Team Meeting -Steadily Growing

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TOWN OF LEDYARD

PROJECT LEADERSHIP

PRINCIPAL-IN-CHARGE / PROJECT MANAGER PROJECT ARCHITECT Alex Pitkin, AIA Daniel F. B. Ruiz

PLANNER / LANDSCAPE EDUCATIONAL PROGRAMMER ARCHITECT Mark Zarrillo, FASLA, AICP Philip Poinelli, FAIA, CEFP, LEED AP

KEY PERSONNEL

MECHANICAL / PLUMBING / ELECTRICAL ENGINEER FIRE PROTECTION ENGINEER Mark O’Brien, PE, CBCP, LEED AP Brian Gardner, PE, DGCP

STRUCTURAL ENGINEER CIVIL ENGINEER Richard Croswell, PE, SECB, LEED AP Michael Holland, PE

COST ESTIMATOR Daedalus Projects, Inc. Delwyn Williamson

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Staffi ng Plan PIC | ProjectPIC Architect Project Manager Educational Programmer Planner, Landscape Architect Mechanical, Plumbing, Fire Protection Engineer Electrical Engineer Structural Estimator Cost Hours PART 1 Enrollment Projection Review and 86160000030 Space Needs Assessment Assessment of Functional Adequacy 0 Ledyard Middle School4448888044 Gallup Hill School 4444444028 Leyard Center School 4444444028 Recommendations and Preliminary 2082412666486 design - Ledyard Middle School Recommendations and Preliminary design – Ledyard Center School & 241030108884102 Gallup Hill Subtotal 64 36 82 28 30 30 30 8 318

PART 2 Project Timelines 81644000032 Cost Estimates 48224444068 Preliminary report 148 18121212120 88 (electronic version) Presentations to PMBC 12121212000048 (assumes 6 presentations) Final Report 6666444036 (3 copies plus electronic) Subtotal 44 50 42 36 20 20 20 40 272

PART 3 State BSF and Grant Assistance8488000028

Totals 116 90 132 82 50 50 50 48 618

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ALEX C. PITKIN, AIA, NCARB Principal-in-Charge / Project Architect

PROFILE Mr. Pitkin serves as Director of SMMA’s Institutional Practice Group, with nearly 25 years of experience in the design of K-12 facilities at all grade levels. Most recently, Mr. Pitkin has served as Design Principal on new high schools for Hudson, Bridgewater-Raynham, Quincy and Wellesley, MA; schools whose public access, plan organization, and program spaces have been shaped to serve a broad range of Community needs and interests in addition to their primary EDUCATION function for Grades 9-12. Master of Architecture, University of His work has been recognized by an American Institute of Architects (AIA) Honor Colorado at Denver Award for the Science and Technology Center at Noble & Greenough School, the Bachelor of Arts, State University of 2006 KnowledgeWorks Foundation Award for the Hudson High School, and the New York at Buffalo Council of Educational Facilities Planners International (CEFPI) Northeast Region Design Concept Award for Planning and Design Excellence honoring Quincy High REGISTRATIONS School. Connecticut, Massachusetts, New Jersey, New York, North Carolina, EXPERIENCE Rhode Island Hamilton-Wenham Regional School District | Wenham, MA, District-wide Master Plan National Council of Architectural Registration Boards (NCARB) East Longmeadow School District | East Longmeadow, MA, District-wide Master Plan Massachusetts Certifi ed Public Purchasing Offi cial Program North Middlesex Regional High School | Townsend, MA, feasibility study of (MCPPO) 192,000 sf high school for 870 students Alcott Elementary School | Concord, MA, Full Design Services for New Grades K-5 Elementary School, 500 Pupils (75,000 sf) Thoreau Elementary School | Concord, MA, Full Design Services for new Grades K-5 Elementary School, 500 pupils (70,000 sf new, 10,000 sf existing) Andover Elementary/Middle School | Andover, MA, Full Design Services for New Elementary and Middle School, (176,500 sf), 1,000 Pupils, Grades K-5 Elementary and Grades 6-8 Middle Schools Upper Middle School | Marblehead, MA, Conversion from former existing High School, 540 Pupils, Grades 7 - 8 (150,000 sf), Full Design Services McGovern Elementary School | Medway, MA, Feasibility Study and Full Design Services for New Elementary School (77,000 sf), 500 Pupils, Grades PK-5 Noble & Greenough School | Dedham, MA, Science and Technology Center (27,000 sf) and New Middle School Arts and Sciences Building (22,000 sf) Quincy High School | Quincy, MA, New Comprehensive High School, 1,500 Students, Grades 9-12 Argenziano Community School | Somerville, MA New 110,000 sf school on challenging urban site for 600 students in grades K through 8. Project completed in September 2007. Turners Fall High School/Great Falls Middle School | Turners Falls, MA, Renovations and Additions of the Existing Middle/High School (198,000 sf), 750 Pupils, Grades 7-12 Wellesley High School | Wellesley, MA, New Comprehensive High School (280,000 sf), 1,500 Pupils

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DANIEL F. B. RUIZ Project Manager

PROFILE Mr. Ruiz has extensive experience in the design, documentation and construction administration of sophisticated building projects. Mr. Ruiz will assist with the implementation of design process, coordination of the SMMA architect/engineer team, facilitation of communication while serving as the day-to-day contact with the construction process in the fi eld. As Project Manager, he has directed projects with budgets ranging from $12 EDUCATION million to $170 million dollars for public, private, and nonprofi t clients. Mr. Ruiz Master of Architecture, University of has extensive experience with various building types including commercial, Washington educational, skilled nursing, recreational, transportation, senior housing, and hospitality. Bachelor of Arts in History and Studio Art, Oberlin College EXPERIENCE Hamilton-Wenham Regional School District | Wenham, MA, District-wide Master Plan Grafton High School | Grafton, MA, Design and Construction Phase Services for a new 186,000 sf high school, 900 Pupils Pawtucket School District Master Plan (Stage II) | Pawtucket RI, includes facilities assessment for 17 facilities for the Pawtucket School Department East Providence School District Master Plan (Stage II) | East Providence RI, includes facilities assessment and master plan for 14 schools for the East Providence School Department MT Hope High School | Bristol RI, Architectural and Engineering service for repairs to High School East Providence High School | East Providence RI, Design and Construction Phase Services for Life Safety and Programatic Improvements Martin Middle School | East Providence RI, Design and Construction Phase Services for Life Safety and Programatic Improvements Riverside Middle School | East Providence RI, Design and Construction Phase Services for Life Safety and Programatic Improvements Curtis Elementary School | East Providence, RI, Design and Construction Phase Services for Life Safety and Programatic Improvements Jenks Junior High School | Pawtucket, RI, Design and Construction Phase Services for Life Safety and Programatic Improvements Sovereign Bank | New England Locations, New Branches and Branch Renovations *Salem State College | Salem, MA, Feasability Study for New Dormatories, 200+ students *George I Alden Learning Center | Worcester, MA, New 55,000 sf Library and Tutoring Center for Quinsigamond Community College * Experience prior to joining SMMA

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MARK J. ZARRILLO, FASLA, AICP Planner / Landscape Architect

PROFILE Mr. Zarrillo has 42 years of experience as a planner and landscape architect. A Fellow of the American Society of Landscape Architects and a Certifi ed Planner, he has been involved in a broad range of site projects within the disciplines of landscape architecture, site programming and development, urban design and planning, campus planning, environmental planning and design, and comprehensive planning. EDUCATION EXPERIENCE Master of Landscape Architecture, Harvard University Graduate School Community Facilities Plan | Ledyard, CT, Study for 14 municipal buildings/ of Design sites - seven schools, town hall, two libraries, law enforcement, and fi re stations. Bachelor of Science in Landscape North Kingstown School Department Facilities Master Plan | Architecture, Rutgers University North Kingstown, RI, Facilities assessment and educational program description for REGISTRATIONS 8 schools, totaling approximately 643,000 sf of buildings and production of an Connecticut, California, Florida, extensive report outlining existing conditions, recommended repair work, and Maine, Massachusetts, New York, cost estimates North Carolina, Rhode Island, Virginia East Providence Schools Facilities Assessment Study | East Providence, CLARB RI, Study to identify and verify the district’s infrastructure needs; develop and recommend solutions for the district’s aging facilities. American Institute of Certifi ed Planners (AICP) Bristol Warren Regional School District | Bristol, RI, Architectural and Engineering Services for School Facilities (System-Wide) AFFILIATIONS American Planning Association Pawtucket RIDE Stage II Application | Pawtucket RI, Includes facilities assessment for 17 facilities for the Pawtucket School Department American Society of Landscape City of Plainville | Architects Plainville, MA, Town municipal facilities assessment study; included library, town hall, fi re and public safety/police facilities Society for Colleges and University Bridgewater/Raynham Regional High School | Bridgewater, MA, Feasibility Planning Study and Full Design Services for New Regional High School (372,000 sf) Boston Society of Landscape Parker Elementary School, Feasibility Study | Billerica, MA, Includes all Architects alternatives for fi nal design program, space summary, budget statement for Planning Board, Town of Brookline, educational objectives, and a proposed total project budget. 1996–Present, Clerk 2005-08, Chair University of Connecticut | Mansfi eld, CT Depot Campus Master Plan 2009 including three scenarios for adaptive reuse; facility condition assessment, AWARDS utility assessment, and historic evaluation of 85-building/1,000-acre campus ACEC/MA Gold Award Eastern Connecticut State University | Williamatic, CT, Master Plan; Providence College Artifi cial Turf 182-acre campus, building assessments, program evaluations, relocation Field opportunities, capital development program BSLA Design Award Southern Connecticut State University | New Haven, CT, Master Campus State Street Bank, Quincy, MA Plan Update, Traffi c and Parking study, to supplement the updated Campus Master Plan American School & University Outstanding Project Western Connecticut State University | Danbury, CT, Master Plan Update Campus Master Plan/Landscape for Westside and Midtown Campuses Architecture for Saint Joseph’s Community College of Rhode Island | Liston, Newport, Providence, College of Maine Warwick, Campus Master Plans Central Connecticut State University | New Britain, CT, Master Plan for 182- acre campus, New 280,000 sf residence hall

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PHILIP J. POINELLI, FAIA, CEFP, LEED AP Educational Programmer PROFILE Mr. Poinelli has over 40 years experience in the programming design and execution of projects for education, science and research. He is President of the Northeast Region of CEFPI, an international organization dedicated to the programming and design of responsive learning environments and has completed instructional requirements qualifying him as a Certifi ed Educational Facilities Planner. Most recently, he has developed the design program for major high school projects in West Springfi eld, Great Barrington, and Winchester, MA. Mr. Poinelli EDUCATION serves as primary Educational Programmer to SMMA’s K-12 design group and San Diego State University, Advanced is a founding member of the Boston Society of Architects Education Facilities Certifi cate in Educational Facilities Committee, which serves as liaison to the MSBA, the Massachusetts School Planning Building Authority. He authored an article published in the book Breaking the Mold Associate of Science in Architecture, of School Instruction and Organization, in 2010. Wentworth Institute of Technology EXPERIENCE REGISTRATIONS Hamilton-Wenham Regional School District | Wenham, MA, District-wide Connecticut, Massachusetts, New Master Plan Jersey, North Carolina, Rhode Island East Longmeadow School District | East Longmeadow, MA, District-wide National Council of Architectural Master Plan Registration Boards (NCARB) North Middlesex Regional High School | Townsend, MA, feasibility study of Massachusetts Public Purchasing 192,000 sf high school for 870 students Offi cial Program (MCPPO) Turners Fall High School/Great Falls Middle School | Montague, MA, Certifi ed Educational Facility Planner Renovations and Additions of the Existing Middle/High School (198,000 sf), (CEFP) 750 Pupils, Grades 7-12 West Springfi eld High School | West Springfi eld, MA, (254,000 sf), 1380 AFFILIATIONS Pupils American Institute of Architects (AIA) Grafton School District | Grafton, MA, District-wide Master Plan Co-chair, Committtee on Architecture for Education, K-12 Subcommittee Grafton Memorial High School | Grafton, MA, (186,000 sf), 900 Pupils Boston Society of Architects, Tewksbury School District | Tewksbury, MA, District-wide Master Plan Educational Facilities Committee Tewksbury Memorial High School | Tewksbury, MA, (218,000 sf), 1,100 Pupils Council of Educational Facilities Planners International Stow School District | Stow, MA, Elementary/Middle School Master Plan Center Elementary School | Stow, MA, (98,000 sf), 600 Pupils, Grades PK-5 Swampscott School District | Swampscott, MA, School Master Plan Study Swampscott New High School | Swampscott, MA, Master Plan Study and Full Design Services for New High School and Playfi elds, (205,000 sf), 850 Pupils Norwood High School | Norwood, MA, High School Master Plan Study Concord-Carlisle High School | Concord, MA, Feasibility Study 1,350 Pupils Argenziano School at Lincoln Park | Somerville, MA, Pupils K-8 New Wood Elementary School | Plainville, MA, Grades 3-6 Mashpee Junior/Senior High School | Mashpee, MA, New Junior and Senior High School (190,000 sf), 1,100 Pupils, Grades 7-12

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MARK O’BRIEN, P.E., CBCP Mechanical Engineer

PROFILE Mr. O’Brien is a Principal at SMMA. As chief HVAC engineer, he is responsible for all aspects of mechanical systems design, including load calculations, systems analysis, equipment selection, and system master planning. He provides engineering and design services through all project phases for SMMA’s corporate/commercial, science, technology, and institutional practice groups. EDUCATION EXPERIENCE Bachelor of Science in Mechanical Community Facilities Plan | Ledyard, CT, Study for 14 municipal buildings/ Engineering, University of sites - seven schools, town hall, two libraries, law enforcement, and fi re Massachusetts, Lowell stations. Pawtucket RIDE Stage II Application | Pawtucket RI, includes facilities REGISTRATIONS assessment for 17 facilities for the Pawtucket School Department Connecticut, California, Delaware, Florida, Indiana, Maine, East Providence Schools Facilities Assessment Study | East Providence, Massachusetts, New Jersey, North RI, Study to identify and verify the district’s infrastructure needs; develop and Carolina, Pennsylvania, Rhode Island, recommend solutions for the district’s aging facilities. Vermont, Virginia, Wisconsin Douglas High School | Douglas MA, Full Design Services for High School (124,000 sf), 700 Pupils with Expansion Capabilities to 1,000, Grades 9-12 AFFILIATIONS American Society of Heating, City of Plainville | Plainville, MA, Town municipal facilities assessment study; Refrigerating, and Air Conditioning included library, town hall, fi re and public safety/police facilities Engineers (ASHRAE) East Longmeadow School District | East Longmeadow, MA, District-wide Master Plan Certifi ed Building Commissioning East Greenwich School District | East Greenwich, RI, New Middle School Professional (CBCP) and Renovations to Existing High School Bridgewater/Raynham Regional High School | Bridgewater, MA, Feasibility Study and Full Design Services for New Regional High School (372,000 sf) Alcott Elementary School | Concord, MA, Full Design Services for New Grades K-5 Elementary School, 500 Pupils (75,000 sf) Thoreau Elementary School | Concord, MA, Full Design Services for new Grades K-5 Elementary School, 500 pupils (70,000 sf new, 10,000 sf existing) Andover Elementary/Middle School | Andover, MA, Full Design Services for New Elementary and Middle School, (176,500 sf), 1,000 Pupils Bancroft Elementary School | Andover, MA, Full design services for new elementary school, 106,486 sf, 680 pupils, Grades K-5 Quincy High School | Quincy, MA, New Comprehensive High School, 1,500 Students, Grades 9-12 Parker Elementary School, Feasibility Study | Billerica, MA, Includes all alternatives for fi nal design program, space summary, budget statement for educational objectives, and a proposed total project budget. West Springfi eld Model High School | West Springfi eld, MA New 273,311 sf high school for 1,270 students in grades 9 through 12. School is a Model School project. Project is currently in progress. Massachusetts School Building Authority (MSBA) House Doctor Commissioning Contract | Statewide, MA, MEP/FP commissioning services for LEED and MA-CHPS school projects statewide from pre-construction through post-occupancy.

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BRIAN GARDNER, PE, DGCP Electrical Engineer

PROFILE As Electrical Department Manager, Mr. Gardner is responsible for the design of the power, lighting, fi re alarm, security, and sound systems for SMMA’s commercial, institutional, and advanced technology projects. With 20 years of experience in technically complex assignments, he has acquired expertise in all phases of electrical engineering design including feasibility studies, systems programming, construction documentation, specifi cation writing, and EDUCATION construction administration services. Bachelor of Science in Electrical EXPERIENCE Engineering, Northeastern University East Longmeadow School District | East Longmeadow, MA, District-wide Master Plan REGISTRATIONS North Kingstown School Department Facilities Master Plan | North Connecticut, Delaware, Florida, Kingstown, RI, Facilities assessment and educational program description for Illinois, Indiana, Massachusetts, 8 schools, totaling approximately 643,000 sf of buildings and production of an North Carolina, New Jersey, Ohio, extensive report outlining existing conditions, recommended repair work, and Texas, Wisconsin, Washington DC cost estimates AFFILIATIONS East Providence Schools Facilities Assessment Study | East Providence, Institute of Electric and Electronic RI, Study to identify and verify the district’s infrastructure needs; develop and Engineers (IEEE) recommend solutions for the district’s aging facilities. Bristol Warren Regional School District | Bristol, RI, Architectural and Distributed Generation Certifi ed Engineering Services for School Facilities (System-Wide) Professional (DGCP) East Greenwich School District | East Greenwich, RI, New Middle School and Renovations to Existing High School Bridgewater/Raynham Regional High School | Bridgewater, MA, Feasibility Study and Full Design Services for New Regional High School (372,000 sf) Grafton Memorial High School | Grafton, MA, (186,000 sf), 900 Pupils Parker Elementary School, Feasibility Study | Billerica, MA, Includes all alternatives for fi nal design program, space summary, budget statement for educational objectives, and a proposed total project budget. Bancroft Elementary School | Andover, MA, Full design services for new elementary school, 106,486 sf, 680 pupils, Grades K-5 Upper Middle School | Marblehead, MA, Conversion from former existing High School, 540 Pupils, Grades 7 - 8 (150,000 sf), Full Design Services Monument Mountain Regional High School | Great Barrington, MA Regional high school for 570 students in grades 9 through 12. The 110,000 sf high school is in need of updating. Project is currently in feasibility study. Argenziano Community School | Somerville, MA New 110,000 sf school on challenging urban site for 600 students in grades K through 8. Project completed in September 2007. Central Connecticut State University | New Britain, CT, Master Plan for 182- acre campus, New 280,000 sf residence hall University of Connecticut | Mansfi eld, CT Depot Campus Master Plan including three scenarios for adaptive reuse; facility condition assessment, utility assessment, and historic evaluation of 85-building/1,000-acre campus

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RICHARD M. CROSWELL, PE, SECB, LEED AP Structural Engineer

PROFILE Mr. Croswell is a Principal at SMMA and chief structural engineer. He has over 35 years of experience in all aspects of both new construction and renovation, including the delivery of fast-track structural packages. He is responsible for conceptual and fi nal structural designs and, as project engineer, he remains involved through shop drawing review and construction administration phases. Mr. Croswell is former president of the Structural Engineers EDUCATION Association of Massachusetts and his projects have won prestigious ACEC Masters in Civil Engineering, Norwich Engineering Excellence Awards both in Massachusetts and nationally. He has University authored various papers and articles and has lectured at MIT, Tufts University, Northeastern University, and Wentworth Institute of Technology. Masters in Business Administration, EXPERIENCE Finance, University of Houston North Kingstown School Department Facilities Master Plan | North Bachelor of Science in Engineering, Kingstown, RI, Facilities assessment and educational program description for Princeton University 8 schools, totaling approximately 643,000 sf of buildings and production of an extensive report outlining existing conditions, recommended repair work, and REGISTRATIONS cost estimates Connecticut, Delaware, Florida, Indiana, Maine, Maryland, East Providence Schools Facilities Assessment Study | East Providence, Massachusetts, New Hampshire, RI, Study to identify and verify the district’s infrastructure needs; develop and New Jersey, New York, North recommend solutions for the district’s aging facilities. Carolina, Pennsylvania, Rhode Island, Bristol Warren Regional School District | Bristol, RI, Architectural and Texas, Vermont Engineering Services for School Facilities (System-Wide) SECB Certifi ed in Structural East Greenwich School District | East Greenwich, RI, New Middle School Engineering and Renovations to Existing High School AFFILIATIONS Parker Elementary School, Feasibility Study | Billerica, MA, Includes all Massachusetts Structural Advisory alternatives for fi nal design program, space summary, budget statement for Committee, Board of Building educational objectives, and a proposed total project budget. Regulations and Standards Hudson High School | Hudson, MA, Full Design Services for New High Structural Engineering Institute (SEI) School (218,000 sf), Grades 8-12 American Concrete Institute (ACI) Douglas High School | Douglas MA, Full Design Services for High School (124,000 sf), 700 Pupils with Expansion Capabilities to 1,000, Grades 9-12 American Society of Civil Engineers (ASCE) Alcott Elementary School | Concord, MA, Full Design Services for New Grades K-5 Elementary School, 500 Pupils (75,000 sf) American Institute of Steel Construction (AISC) Thoreau Elementary School | Concord, MA, Full Design Services for new Grades K-5 Elementary School, 500 pupils (70,000 sf new, 10,000 sf existing) Boston Association of Structural Engineers (BASE) Andover Elementary/Middle School | Andover, MA, Full Design Services for New Elementary and Middle School, (176,500 sf), 1,000 Pupils, Grades K-5 Boston Society of Civil Engineers Elementary and Grades 6-8 Middle Schools (BSCE) West Springfi eld Model High School | West Springfi eld, MA Structural Engineers Association of New 273,311 sf high school for 1,270 students in grades 9 through 12. School Massachusetts (SEAMASS) is a Model School project. Project is currently in progress. former president City of Plainville | Plainville, MA, Town municipal facilities assessment study; included library, town hall, fi re and public safety/police facilities Quincy High School | Quincy, MA, New Comprehensive High School, 1,500 Students, Grades 9-12 Grafton Memorial High School | Grafton, MA, (186,000 sf), 900 Pupils

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 5 | 11 5 | Staffi ng

MICHAEL F. HOLLAND, PE Civil Engineer

PROFILE Mr. Holland serves as SMMA’s senior civil engineer and as lead site designer. He has over 25 years of diversifi ed experience in the design of civil engineering and development projects. Mr. Holland has been responsible for the design of multidisciplinary development projects, coastal and waterfront works, environmental assessments, and stormwater management systems. EXPERIENCE EDUCATION Grafton Memorial High School | Grafton, MA, (186,000 sf), 900 Pupils Bachelor of Science in Civil Engineering, Tufts University McGovern Elementary School | Medway, MA, Feasibility Study and Full Design Services for New Elementary School (77,000 sf), 500 Pupils, Grades REGISTRATIONS PK-5 Massachusetts Center Elementary School | Stow, MA, (98,000 sf), 600 Pupils, Grades PK-5 AFFILIATIONS Swampscott School District | Swampscott, MA, School Master Plan Study American Society of Civil Engineers0.75 inBoston Society of Swampscott New High School | Swampscott, MA, Master Plan Study and Civil Engineers Full Design Services for New High School and Playfi elds, (205,000 sf), 850 Pupils American Water Works Association Noble & Greenough School | Dedham, MA, Science and Technology Center (27,000 sf) and New Middle School Arts and Sciences Building (22,000 sf) Chelsea High School | Chelsea, MA, New Construction, (157,000 sf) Mashpee Junior/Senior High School | Mashpee, MA, New Construction (190,000 sf) Norton School District | Norton, MA, Middle School study Parker Elementary School, Feasibility Study | Billerica, MA, Includes all alternatives for fi nal design program, space summary, budget statement for educational objectives, and a proposed total project budget. Bancroft Elementary School | Andover, MA, Full design services for new elementary school, 106,486 sf, 680 pupils, Grades K-5 Wareham Middle School Renovation | Wareham, MA, 114,000 sf renovations and 32,000 sf additions, 1,100 Pupils, Grades 6-8 Dennis-Yarmouth Regional High School | Yarmouth, MA, 224,000 sf high school (renovations) Lexington Corporate Center | Marlboro, MA, Site Planning, Design and Permitting Liberty Lane West | Hampton, NH, Site Accommodation and Master Plan Design for Seven-Building Offi ce Park (40,000 Burlington Gateway Retail Site | Burlington, MA, Preliminary Studies for Building Renovation/Addition and Site Plan

5 | 12 TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 5 | Staffi ng

DELWYN WILLIAMSON Cost Estimator

PROFILE Ms. Williamson has over 25 years of experience in the construction fi eld. She is affi liated with the New Zealand Institute of Quantity Surveyors where she received her certifi cate in Quantity Surveying. She has extensive experience is all phases of design and all building types. Delwyn’s repertoire of projects includes historic restoration & preservation, higher education facilities, K-12 schools, municipal buildings, private EDUCATION institutions, theaters & performing arts centers, museums and galleries, public Bachelor of Science, Quantity and private housing, and sustainable design. Surveying, New Zealand Institute of Quantity Surveyors AFFILIATIONS EXPERIENCE Associate Member of the New Community Facilities Plan | Ledyard, CT, Study for 14 municipal buildings/ Zealand Institute of Quantity sites - seven schools, town hall, two libraries, law enforcement, and fi re Surveyors stations. (Subconsultant to SMMA) Center Elementary School | Stow, MA, (98,000 sf), 600 Pupils, Grades PK-5 (Subconsultant to SMMA) Parker Elementary School, Feasibility Study | Billerica, MA, Includes all alternatives for fi nal design program, space summary, budget statement for educational objectives, and a proposed total project budget. (Subconsultant to SMMA) Bancroft Elementary School | Andover, MA, Full design services for new elementary school, 106,486 sf, 680 pupils, Grades K-5 (Subconsultant to SMMA) North Kingstown School Department Facilities Master Plan | North Kingstown, RI, Facilities assessment and educational program description for 8 schools, totaling approximately 643,000 sf of buildings and production of an extensive report outlining existing conditions, recommended repair work, and cost estimates (Subconsultant to SMMA) East Providence Schools Facilities Assessment Study | East Providence, RI, Study to identify and verify the district’s infrastructure needs; develop and recommend solutions for the district’s aging facilities. (Subconsultant to SMMA) East Greenwich School District | East Greenwich, RI, New Middle School and Renovations to Existing High School (Subconsultant to SMMA) Pawtucket RIDE Stage II Application | Pawtucket RI, includes facilities assessment for 17 facilities for the Pawtucket School Department (Subconsultant to SMMA) Wellesley High School | Wellesley, MA, New Comprehensive High School (280,000 sf), 1,500 Pupils (Subconsultant to SMMA) Quincy High School | Quincy, MA, New Comprehensive High School, 1,500 Students, Grades 9-12 (Subconsultant to SMMA) Old Saybrook Elementary School | Old Saybrook, CT New Canaan High School | New Canaan, CT Lyme / Old Lyme Middle School & Center Elementary School | Lyme, CT Avon Old Farms High School | Avon, CT

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 5 | 13 6 | Specialized Experience

Specialized Experience: 21st Century Education SMMA’s Educational Planning Group provides expertise in the planning, design, and construction administration of educational facilities serving all grade levels, from pre-school through Grade 12. In the past decade, SMMA has provided these design services on multiple school projects from early feasibility studies and site selection to completion of the fi nished project. Although each of our school projects brings a unique set of client expectations and design challenges, SMMA has identifi ed key issues that have shaped our approach to these projects - critical experience we will bring to your project. ▪ How can our design best respond to new modes of learning at every age level? ▪ How can we integrate technology as an essential and fl exible tool in the learning process? ▪ How can we design our schools to respond to the developmental needs of the individual student as he/she transitions from early childhood through adolescence and young adulthood? ▪ How can we design environments that meet the need of all learners, especially those with special needs? ▪ How can we achieve sustainability and conservation of the earth’s fi nite resources in the programming, construction, and long-term operation of our schools? ▪ How can a public school, often the major investment in a community, best serve all its citizens?

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | 1 6 | Specialized Experience

New Methods of Teaching and Learning We have a national mandate to better prepare young people for the challenges of higher education and work beyond K-12, for adaptability to career changes during one’s working life, and for the satisfaction of lifelong learning.

As a result, school curricula is shifting from a traditional teacher-focused, subject-driven separation of disciplines (mathematics, language, science, etc.) to a more self-directed, student-centered, multidisciplinary approach. Here the student combines academic skills to solve real life problems involving investigation, analysis, computation, and communication. In this way, traditional Hudson High School “Five-sided Classroom” academic subjects are made relevant to the world and the student is better promotes fl exible teaching layouts prepared to meet its challenges.

Within the classroom, “lectures” have been replaced by “projects”, and interaction between teacher and pupil has shifted from passive to active. Classroom space within our new schools must be shaped and equipped to respond fl exibly to many more learning options than the traditional “seats in a row” layout that most of us remember from our own school days.

Traditional Classroom Layouts Existing Double Loaded Corridors

Flexible Classroom Layouts New- Renovated for Collaborative, Interdepartmental Learning 6 | 2 TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | Specialized Experience

Communities of Learning / Concern for the Individual The “socialization” of each student toward becoming a responsible member of a democratic society is probably the most important mission of our nation’s schools. Most schools, whether elementary, middle, or high school, must be of a certain critical size to offer the breadth of facilities and programs essential to learning at each grade level. The challenge for both the designers and staff of these schools is to keep students from becoming “lost” as they transition from home to school, and from the lower grades to larger school environments.

As a result, SMMA has explored a variety of school design strategies appropriate to the age level of the student. These include “neighborhood” clusters of elementary classrooms grouped around their own common area, pupil Entry Plaza, Hudson High School support spaces, and toilets; middle school suites of core subjects and science Hudson, MA classrooms with dedicated teacher planning spaces for teams of 75-100 students; and, at the high school level, literal “school-within-a-school” layouts that might group students by career path or academic major together with a satellite group of school counselors and guidance personnel.

Each of these design strategies has a common goal, which is to create a learning environment in which the individual student - at any age shares a supportive bond with his/her peers and with a “family” of teachers and staff. pp SMMA’s “Communities of Learning” plan for Hudson High School was selected by the MSBA as a model school. It is now being interpreted in new high schools for Tewksbury, Grafton, and West Springfi eld, Massachusetts.

TEAM TEACHING COMMONS W/ FULLY DEMOUNTABLE PARTITIONS 4-SIDED CLASSROOM 5-SIDED (860 SQ. FT.) CLASS ROOMS (850 SQ. FT.) TEAM TEACHING SCIENCE

MATH

ENGLISH

SOCIAL STUDIES

LARGE GROUP INSTRUCTION SPACE

TOILETS TEACHER PLANNING CENTER

FOREIGN LANGUAGE

Communities of Learning: One Option The “Communities of Learning” module with the fl exible Large Group Instruction Space at its center. This confi guration shows the center space being used as open student commons space with the center demountable partition in place.

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | 3 6 | Specialized Experience

S.T.E.M. and the Integration of Science, Mathematics, Engineering, and Technology Spaces Designing high school science spaces to accommodate 21st Century learning strategies and techniques requires a re-evaluation of existing physical spaces and adjacencies to meet the demand for scientifi cally literate students with lifelong inquisitiveness and learning skills. We have addressed these issues on each of our recent high school projects, assisting clients to enhance their “science” facilities to meet new, complex program demands. Whenever possible our planning refl ects S.T.E.M. principles, which group science, technology, engineering, and mathematics studies in a mutually supportive classroom arrangement.

We will study and evaluate design opportunities for creating 21st Century science spaces within the program of spaces developed for a revitalized high school while recognizing that other options for “connecting” related subjects may exist in the location of classrooms for English, History, Social Studies, and Foreign Languages.

Recent SMMA High School Science Classrooms with “Flexible” Interiors

6 | 4 TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | Specialized Experience

Large Group Instruction Spaces The Large Group Instruction space at the center of each “Community of Learning” module can be used in many different ways. Uses can include: a teacher planning center, technology laboratory, special education center, or ESL resource site. At the Hudson High School, one of the Large Group Instruction spaces has been developed as a “mini-theatre” - and is a widely used space for staff and student programs, as well as often being used as a community space and revenue generator after school hours. During our schematic design work with you, we will explore what Large Group Instruction uses might best suit your educational program. Double Height Large Group Instruction Space Other school program uses that have been adapted to the “Large Group Hudson High School Tewksbury High School Instruction” space include: Grafton High School ▪ Computer Labs West Springfi eld High School Daylight not required, can be co-located with teacher planning center Ayer-Shirley High School ▪ Foreign Language Lab Co-located with foreign language department or ELL ▪ TV Studio and Classroom + Editing Suite Adjacent to the performing arts and auditorium ▪ Robotics Laboratory Located at the center of a Science and Technology academy

Mini-Th eatre, Mini-Th eatre with art gallery display, Quincy High School West Springfi eld High School

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | 5 6 | Specialized Experience

The 21st Century Middle School In a succession of middle school projects designed over the past two decades, SMMA has developed a prototypical arrangement of the spaces which form the “home” for the individual middle school team of teachers and students within the larger school. At the heart of this strategy is the “team” grouping of the four to fi ve core middle school classrooms; typically English, Math, Science, Social Studies; around a shared Commons or group space—usually a widened exit corridor off the main corridor leading to the “civic core” of the school: its library, auditorium, gymnasium, and cafeteria. Foreign Language classrooms are typically shared between teams and located outside of, but adjacent, to the teaming spaces.

In reinforcing this concept of a “school-within-a-school,” each team is provided with appropriate smaller spaces for teacher planning, tutoring, SPED, and parent conferences. Toilet rooms, which can often be the source of behavioral problems in a larger setting, are located as “team” spaces close to the team commons. If the “turf” for each team can be seen as its neighborhood within the larger school, the central spaces of the school—its library, auditorium, cafeteria, and gymnasium— comprise the “civic core” of the middle school and should be linked as closely as possible to the teaming areas to reduce travel time and “risky” behavior between one’s neighborhood of classrooms and the more public center of the school.

Teaming Area 1 and 2 PARTIAL FIRST FLOOR PLAN Cafeteria and Auditorium beyond

Th e Civic Core

Gymnasium

Specialty Classroom

Foreign Language SPED

Tutoring/ Conference SPED Social Tutoring/ Central corridor, Studies “Main Street” SPED Commons Leads to 2 “Civic Core”

Science

Language Commons Science Arts 1 Social Studies Math Teacher Science Prep Prep

Math

Language Arts

The School’s Teaming Spaces At the heart of this middle school strategy is the grouping of the four to fi ve core middle school classrooms; typically English, Math, Science, Social Studies; around the shared Commons or group space.

6 | 6 TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | Specialized Experience

The 21st Century Elementary School The small scale elementary school is increasingly a thing of the past. As elementary schools have grown in both resources and size, care must be taken to ensure an appropriately intimate scale for the age groups they serve.

Elementary School Classrooms Arranged as a “Neighborhood” To create an intimate sense of place for young children, and to limit redundant corridor travel, classrooms are grouped into neighborhood clusters of like grades, each with their own toilets, SPED, tutoring, and teacher planning rooms.

Courtyard Amphitheatre Gym For seasonal performances Accessible for after hour and displays use by community

K/PK Parent Teacher Room

Library At visual center of school

School Offi ce Overlooks entrance plaza and screens visitors

Cafeteria Ground Floor With stage platform doubles PreK and Kindergarden wing as an Auditorium for school separate drop-off /pick-up area and community

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | 7 6 | Specialized Experience

Sustainable School Design It is clear that the earth’s resources are fi nite. It is equally clear that action must be taken now to preserve these resources for future generations. This is the focus of SMMA’s sustainable or “green” design initiatives from our initial design concepts through the selection of materials and infrastructure systems intended to extend long-term use and improve effi ciency.

In response to the Massachusetts’ Green Schools Initiative, a pilot program of the Massachusetts Technology Collaborative and the Renewable Energy Trust (RET), SMMA has assisted its school clients in integrating green design into the program for their schools. Auditorium Renovation—BEFORE Turners Falls High School SMMA’s renovation and addition of the regional high school/middle school in Montague, MA, was one of 10 schools selected by RET for designation as a Massachusetts Green School, receiving over $500,000 for additional construction funding and study grants. Sustainable elements include increased daylighting of teaching spaces, heat recovery from exhaust classroom air, energy conserving lighting and plumbing fi xtures, and rooftop photovoltaic installation to heat the water in the school’s indoor pool.

Similarly, SMMA assists each of its K-12 clients in securing Green Design grants for their projects. Our mutual goal is to maximize the value of sustainable initiatives in the design, construction, and operation of school facilities.

Auditorium Renovation—AFTER Classroom Air Supply — the Key to Better Academic Performance Turners Falls High School We know how much healthy air quality is an issue for communities today. One sustainable design approach we would recommend incorporating in the design of a new or renovated school is Displacement Air Ventilation System. SMMA has used “Displacement Ventilation” as a preferred HVAC system in a number of recent schools. It provides a more comfortable environment with improved indoor air quality to the occupants, while being more energy effi cient to operate. It also provides an inexpensive way to cool spaces. It can provide either partial air conditioning or full air conditioning and can be coupled to multiple types of heating and cooling sources, from geothermal to conventional gas fi red systems.

Photovoltaic Panels Supplement Conventional Fuel Sources Turners Falls High School

Diagram of air fl ow in a conventional air system. Diagram of air fl ow in a displacement air system. • Lower energy use • Tempured air • Improved air quality

6 | 8 TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | Specialized Experience

The School As Community Resource Public schools at every grade level are often the most visible symbol of the community, whether that be at the scale of the neighborhood, town, or city. As such, schools should serve their daytime population of students and teachers as well as a broader community on interests with the potential for active use well beyond the school day and school calendar.

In planning our new Hudson High School, the Building Committee was comprised of a broad constituency representing community recreation, adult education, performing arts, child-care, elderly and handicapped affairs, and town government.

As a result, the new school drew broad support from the community in its funding. Now it serves as a diversifi ed community resource as well as a comprehensive high school. SMMA encourages broad community representation in programming to ensure that the public will be clearly welcome and the visitor access, parking, rest rooms, and large group spaces like the gym, auditorium, and cafeteria all facilitate public-use, year round. A community that uses its schools intensively will inevitably strengthen its support for public education—a goal we all seek!

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 6 | 9 7 | Litigation

Litigation

Lawsuits, Arbitrations, Convictions, and Fines

In the past fi ve (5) years, SMMA has been involved in the following: Sovereign Bank — Branch Bank — Auburn, Massachusetts — 2010 Brief Description: Adjacent land owner fi led complaint in 2010 alleging off- site drainage issues against Sovereign Bank, Contractor, SMMA, and the Geotechnical Engineer. Case Caption: Civil Action No. 10-2470 R&I Real Estate Development LLC, R&I Development LLC vs. Sovereign Bank; Symmes Maini & McKee Associates; Haley & Aldrich, Inc.; Shawmut Design + Construction Court Where Filed: Worcester County Superior Court

Action: Dismissed

SMMA has no convictions or fi nes for violations of state or federal law.

Completion of Work

SMMA has never been terminated or failed to complete work on any projects.

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 7 | 1 8 | Similar Projects & References

Similar Projects & References Town of Ledyard Community Facilities Plan | Ledyard, Connecticut Working with offi cials within the Town of Ledyard, Connecticut, SMMA reviewed

Shewville Rd and documented the condition of 10 Town-owned buildings, including Town offi ces, the library, Ledyard Center School, and the high school. The report

117 Church Hill Rd identifi ed the current and future needs of each facility, and projected the major Avery Hill Rd

GalesGaales FerryFerryy SchoSchoolchh ol Juliet Long School Ledyard Middle School Indiantown Rd investments that would be required to meet the Town’s anticipated needs in the 214 214

Ledyard Town Hall CompleComplexx Ledyard Center School Military Hwy Bill Library LedyardLeLe HigHigh School future. The study also provided recommendations for 10 years and beyond. The 12 Colonel Ledyard Hwy report allowed the Town to identify and project its capital renewal and capital Gallup Hill School Gales Ferry Library 117 Kings Hwy improvements needs going forward. Pumpkin Hill Rd Included in the report were existing conditions photographs, updated fl oor plans

Ledyard Police Department identifying current space use, a listing of required and recommended code Gales Ferr compliance and/or life safety improvements, deferred maintenance items, capital

y orth Rd

N High School renewal requirements, and where appropriate, information about restoration of Middle School several of the buildings on the Connecticut Historic Register. Elementary School Municipal Building The Future Capital Needs Assessment Plan invluded a prioritized Comprehensive Facilities Master Plan that identifi es Ledyard’s capital improvement needs, with a multi-year implementation plan with associated anticipated construction Client Reference: expenditures. Mr. Charles Karno For the school buildings, an educational needs assessment and Town of Ledyard recommendations for action were prepared based upon the enrollment (860) 464-3215 projections provided by Ledyard. A Gap Analysis report was also prepared that [email protected] forecasts projected facility and space requirements within the Town compared with current needs. Future space needs and potential new construction and/or renovation of existing facilities were identifi ed.

East Greenwich School Department System-Wide Facilities Assessment | East Greenwich, Rhode Island SMMA is assisting the Town of East Greenwich with the reviatlization of their K-12 school facilities. The major components of this project include a new middle school, new and expanded facilities at the high school, and various upgrades to the Town’s four elementary schools. As part of the study, SMMA replaced the Town’s fi ve-decade-old junior high school with a new middle school for grades 6-8 specifi cally confi gured for team teaching, and based on the premise that learning best takes place in an intimate environment in which the individual child shares a supportive bond with peers and family of teachers and advisors. The 100,000 sf school is NE-CHPS certifi ed, and recently won an Honor Award from the Rhode Island Chapter of the AIA. At the high school, SMMA made recommendations to improve the educational program, security, and image of the four-decade-old school. SMMA upgraded the science classrooms and added greenhouse pods to each of the biology labs on the fi rst fl oor, enclosed the “breezeways” that connected each classroom cluster, and designed a more welcoming, enclosed front entrance. Currently, SMMA is providing renovations to the Meadowbrook Farms Client Reference: Elementary School, one of the Town’s four elementary schools. The renovations Dr. Victor Mercurio include fl ooring and millwork replacement, moisture mitigation system Superintendent installation, roof upgrades, HVAC system replacement, and DDC control system East Greenwich Public Schools upgrades to control new and existing heating equipment and classroom exhaust (401) 398-1201 fans.

Award: AIA RI, Honor Award, 2012

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 8 | 1 8 | Similar Projects & References

East Providence Schools System-Wide Facilities Study | East Providence, Rhode Island SMMA was selected by the East Providence Public Schools to produce a comprehensive survey and analysis of their 13 K-12 educational facilities, a total of over 1,000,000 sf. The condition of all major building systems including structural, mechanical, electrical, plumbing, information technology, and life safety was evaluated and where defi ciencies were discovered, the cost of upgrades estimated. In addition to code compliance requirements and facility improvement recommendations, the resulting document included educational Client Reference: planning projections and capacity analysis. Ms. Kim Mercer The fi rst phase of this project involved $15 million in essential building repairs and Superintendent $12 million in energy-saving improvements. Future phases of work will include an East Providence Public Schools innovative Bridge Building that will connect the high school with the Career and (401) 435-7500 Technical Center, creating a clear point of entry for a newly unifi ed institution.

North Kingstown Facilities Master Plan | North Kingstown, Rhode Island SMMA is currently providing architectural and engineering assessment and planning services for North Kingstown School Department’s Feasibility Study. The fi nal study will be used by the School District to develop an educational facilities master plan for the capital spending, educational program, and upgrade of North Kingstown’s nine school facilities. The study includes: Client Reference: ▪ Facilities assessment and educational program description for 8 schools, Mary King totaling approximately 780,000 gsf of buildings Director of Administration ▪ Preliminary design services for new addition to existing middle school North Kingstown Public Schools ▪ Extensive report outlining existing conditions of buildings, recommending (401) 268-6410 repair work and providing a cost estimate

Bristol-Warren Regional School District System-Wide Facilities Study | Bristol and Warren, Rhode Island SMMA is providing architectural and engineering design services for the Bristol- Warren Regional School District. Due to the current moritorium on state school construction spending, the scope of work is limited to those items deemed Client Reference: critical to maintain the health and safety of school occupants, including reserving Pauline Silva structural issues, addressing code violations, and replacing systems at the Director of Administration end of their useful life where failure is imminent. Once the moritorium is lifeted, Bristol-Warren Regional School District Bristol-Warren will be poised to proceed with the full scope of work outlined in (401) 253-4000, x5109 their Rhode Island Department of Education Stage II application.

8 | 2 TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 8 | Similar Projects & References

East Longmeadow Schools District-Wide Facility Study | East Longmeadow, Massachusetts SMMA is providing architectural, engineering, and educational programming services for the East Longmeadow School District’s school facilities assessment project, which includes the Town’s high school, middle school, and three elementary schools. SMMA is working with the Town to accomplish the following: ▪ Defi ne how the fi ve school buildings can best meet the demands of 21st Century teaching and learning ▪ Remediate defi ciencies of the buildings and systems ▪ Assist the school department and Capital Planning Committee in prioritizing a Client Reference: 10-year Capital Plan Mr. Gordon Smith ▪ Identify and defi ne the projects needed to meet the educational goals Superintendent ▪ Accomplish the above in the context of the Massachusetts School Building East Longmeadow Public Schools Authority’s (MSBA) programs in order to maximize state reimbursement (413) 525-5450 participation.

Wellesley Public Schools Conditions Assessment & Feasibility Study | Wellesley, Massachusetts The Town of Wellesley, MA, consistently ranked among the region’s top public school systems, hired SMMA to do a detailed Conditions Assessment and Feasibility Study of the town’s eight public elementary schools and its one middle school. The Wellesley High School, designed by SMMA, was newly completed and thus not included in the assessment and study. The result of the endeavor was a database, hosted by SMMA, that provides town offi cials with real time information to track conditions, organize and prioritize maintenance and improvement, and enable capital improvements over time. This user-friendly, constantly updated document can be accessed on laptops and I-Pads and I-Phones to facilitate Wellesley facility staff’s on-site visits. The database can be queried to fi nd, for example, all of the spaces with inadequate climate control and then fi ltered to show only those in buildings with no capital improvements in the last two fi scal years. Information in the database can also be parsed in any number of ways to extract customized report information. The Space Conditions Review in the Database was arranged around three sets of criteria: Urgency, Importance and Special Opportunities. Within each of these groups was a hierarchy; for example, under Urgency the highest priority is given to safety issues like fi re alarms, sprinkler and CO contamination. Under Importance, items were listed either as “Essential, Highly Desirable or Desirable.” And fi nally Special Opportunities laid out ways in which the town could take advantage of state programs such the Massachusetts School Building Authority’s (MSBA) incentives to do environmentally-responsible repairs. Client Reference: Mr. Joseph McDonough Director of Facilities & Grounds Wellesley Public Schools (781) 446-6210

Award: Outstanding Green School

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 8 | 3 9 | Schedule of Fees

Fee Proposal Business Terms SMMA is accustomed to developing fee structures and business terms in a variety of ways that align best with our client’s goals and project objectives. As such, we remain fl exible in fi nalizing an approach, which meets both your technical needs and budgetary limitations for this project. At the appropriate time, we are happy to discuss the following cost information and any questions you may have regarding the scale of services we are proposing for this project.

Fixed Fee Part 1 Part 2 Part 3 Project Total SMMA $37,750 $29,000 $3,500 $70,250 Deadalus $1,040 $5,200 $ - $6,240 Subtotal $38,790 $34,200 $3,500 $76,490 Estimated Reimbursable Expenses $3,500 $3,500 $1,500 $8,500 Total Lump Sum Fee $84,990

TOWN OF LEDYARD | SCHOOL FACILITIES IMPROVEMENT PROJECT 9 | 1 10 | Project Understanding & Approach

Project Understanding The Town of Ledyard, through its Permanent Municipal Building Committee (PMBC) is seeking to determine which alternative will provide the best solution for town school facilities; consolidation, expansion, closing, and/or renovation. This project will develop and provide information to the Board of Education (BOE) and Ledyard Town Council for use in deciding facility consolidation, expansion, closing, and/or renovation in support of enrollment projections and changes to the educational curriculum and program.

It is expected that this effort, originally focused on changes to the sixth grade instructional delivery and curriculum changes, would require, when combined with projected student enrollment decreases, a more comprehensive plan. This plan to be developed will be the “Town School Facilities Improvement Project Plan.”

Existing Ledyard Schools currently utilized and included in the project are: ▪ Ledyard High School (Grades 9-12) ▪ Ledyard Middle School (Grades 7-8): ▪ Ledyard Center School (Grades K-6): Th e Center School Stow, Massachusetts ▪ Gallup Hill School (Grades Pre-K-6): ▪ Juliet W. Long School: (Grades 3-6): ▪ Gales Ferry School: (Grades K-2): It is noted that the Juliet W. Long and Gales Ferry School are co-located and operated as a single Elementary School Campus with a connecting covered walkway, common principal, and other shared resources. A Pre-K program is provided at Gallup Hill School that must continue.

Goals

The Goals for this project include consolidation, expansion, closing and/or renovation of educational facilities testing the following scenarios:

1. Provide Town of Ledyard Students with a safe and physically secure environment conducive to learning.

2. Expansion at Ledyard Middle School to allow for locating all sixth grade students at the middle school to provide for a Common Core Standardized Curriculum.

3. Renovation of Ledyard Middle School to convert the existing “Open Cluster” layout into individual classrooms to provide a more suitable education environment and added security.

4. In conjunction with the relocation of all sixth grade students a reduction in the number of elementary schools from four to three specifcally looking at Ledyard Center School and Gallup Hill.

5. Facility maintenance investments in Ledyard Middle School and the remaining elementary schools to allow continued use of these buildings for 20 or more additional years.

6. Includes all required maintenance, code and accessibility compliance, as well as energy effi ciency/operating cost considerations meeting the LEED silver standard.

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Approach Our approach to the project will start with the clearly defi ned project goals and objectives by the stakeholders to be engaged in the planning process. We will identify key milestones, timeline, and deliverables. SMMA will incorporate all data from all previous studies, including our recent study completed in 2011. Not to duplicate previous efforts, SMMA will update and validate data as may be appropriate. This familiarity with the Town of Ledyard and the previous work, will allow SMMA to focus on the alternative evaluations and provide a more comprehensive facilities utilization plan identifying a set of alternative options that will deliver the 21st Century learning experience in each of the Town’s schools for all students, safely, with a physically secure environment conducive to learning.

The primary deliverable of the project will be the content for the Town School Facilities Improvement Project Plan. The plan will contain an Analysis of Alternatives, and Preliminary Designs, Cost Estimates for School consolidation, potential expansion, closing, and/or renovation of facilities. The plan will be created based on input and recommendations from and meetings with the PMBC, Ledyard Board of Education, Superintendent of Schools, and other stakeholders.

Parker Elementary School Specifi c tasks to be included in the work plan will be: Billerica, Massachusetts ▪ Review of enrollment projections and previous space need requirement analysis for Ledyard. ▪ Assessment of the functional adequacy - structural, mechanical, electrical, and safety conditions of Ledyard Middle School, Gallup Hill School, and Ledyard Center School. ▪ Recommendations and preliminary design for expansion and renovation of Ledyard Middle School to meet selected alternatives. ▪ Preliminary design options for expansion and renovation of the Ledyard Center School and Gallup Hill to permit closing of another facility incorporating analysis of alternatives that includes location suitability, estimated cost, and construction feasibility. ▪ Sequence individual project timelines to minimize disruption to educational programs including cost considerations for alternatives. ▪ Peer review cost estimates for each major project element and options for cost reduction considerations. ▪ Provide assistance to the Town, Board of Education, and PMBC for submission of State BSF Application and any relevant or applicable grants. Specifi c Deliverables ▪ Final Report with including existing condition of facilities with plans, drawings, diagrams and cost estimates. ▪ Briefi ngs to PMBC and support at presentations to the BOE, Town Council, Public Hearings and at Town Meeting or referendum meeting for the school project. ▪ All plans, drawings, schematics, and cost estimates will be provided in digital form [MS Word, MS Excel, and PDF (drawings) format] for unrestricted use and release.

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Work Plan Task 1 — Project Defi nition ▪ Meet with the PMBC and BOE to confi rm project objectives and timelines. Identify stakeholders to be engaged. Set progress review meetings for all tasks through completion of services and submission of fi nal reports for all planning phases.

Task 2 — Educational Visioning ▪ Identify key stakeholders or focus groups in the development of an educational program for Ledyard. These should include parents, students, teachers, administrators, school staff, and elected offi cials. Meet to discuss and document how education will be delivered in the future and the educational environments needed to accomplish these goals. ▪ Develop an agenda for public meeting(s) with the above groups to identify the key challenges of education in the 21st Century to which the community might respond. Circulate to all previously identifi ed stakeholders. ▪ Conduct Strategy Sessions with the stakeholder groups to match challenges against strategies and to identify the degrees to which each level of the Town’s Parker Elementary School school buildings are responsive, such as: Billerica, Massachusetts – Collaboration application of knowledge to problem solving i.e. “Project Based Learning” – Synthesis of once separate subjects to refl ect real world interdependence such as that between Science, Technology, Engineering, and Mathematics (STEM) or between English, Social Studies, History, and Foreign Languages – Recognition of differeing individual aptitudes for learning without stigmatization of the individual child – Agreement that school is as much about socialization as it is about learning. Along with “leaving no child behind” we must not lose any child along the way.

Task 3 — Knowledge Consolidation ▪ Obtain all existing original and as-built drawings of the Ledyard Public Schools, engineering surveys and reports, precedent studies and investigations, including hazardous material inspection reports as appropriate. ▪ Review existing original and as-built drawings and perform a visual assessment of existing conditions at each school or to validate building assessments provided by the Town, including the Ledyard Community Facilities Assessment conducted by SMMA in 2011 ▪ Perform comprehensive on-site assessment of each of the six school buildings that will update the SMMA 2011 fi ndings including: – Life Safety Code issues that impact student & faculty safety and all other building users; – Physical condition of each building component, interior and exterior fi nishes and operating systems (Mechanical, Electrical, Plumbing, Technology, Fire Safety and HVAC systems, etc.) and capability to serve new additions, if proposed. Forecast life expectancies and replacement costs of these systems; – Handicapped accessibility; – Hazardous materials (if applicable); Review any previous hazardous materials reports;

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– Site analysis to include circulation, access, athletic fi elds and play areas, and parking ▪ Site review to include available area for additions or new buildings and impact on neighbors. Task 4 — Formulate Space Utilization Options / Recommendations ▪ Develop options including alternative grade confi gurations site and building utilizations ▪ For each option test such spatial adjustments against Connecticut State space standards and identify means of accommodation. Schedule meeting for School Committee and Administration as well as State review, if recommended. Th e Center School Stow, Massachusetts ▪ Develop educational specifi cation for each option to consolidate existing space and reprogrammed space acceptable to State and meeting Ledyard’s goals for 21st Century education. ▪ Confi rm projected enrollment for each option based on selected program of spaces. Identify any variations in square footage in response to selected program. ▪ Based on review of projections, assist the Ledyard School Department in projecting enrollments for each option including any potential grade reconfi guration or school consolidation. ▪ Formulate space utilization options and recommendations for each building and site.

Task 5 — Development of Comprehensive Facility Utilization Options & Defi ne the Town School Facilities Improvement Project ▪ Propose options to meet the approved educational specifi cation through renovation/addition or new construction including grade re-confi guration or consolidation. ▪ Provide for each option: – A Conceptual Site Plan for each school showing additions where proposed – An Educational specifi cation (space program document) ▪ Order of magnitude cost assessment for each option. – Estimate of project costs for each option to include all costs normally a part of a state-funded school project: ▪ Construction costs (“brick and mortar”) ▪ Soft costs such as fees, furnishings, and equipment, clerk of works, project manager, contingencies, etc.; ▪ Relocation and phasing costs as applicable. ▪ Assist the stakeholders in selecting most appropriate option. This may include renovations and additions, or new construction, including grade re- confi guration or consolidation. ▪ Assist the School Committee and Administration in resolving differences in approach or detail between various parties or stakeholders involved. ▪ Provide a summary of recommendations to the School Committee and Administration for review and approval. Incorporate comments and recommendations as proposed. ▪ Assist the School Committee and Administration in review of fi ndings with Town Boards and Commissions as identifi ed.

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▪ Prepare graphic and narrative material for public presentations by the School Committee and Administration as requested. ▪ Incorporate all relevant information and recommendations included into the Town School Facilities Improvement Project that will be presented to the public, BOE, Town Meeting and Town Council.

Parker Elementary School Billerica, Massachusetts

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Project Schedule We anticipate the following milestones for the Study Schedule:

2013 2014

PROJECT MILESTONES Oct Nov Dec Jan Feb Mar March

Designer Selection

Project Defi nition

Curriculum Review

Demographic Review

Educational Programming

Options Development & Review

Issue Reports Preliminary Report Final Report

PMBC & BOE Meetings

Notes:

Thanksgiving Holiday — November 28 Christmas Holiday thru New Year’s Holiday — December 25 - January 1

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P. 617.547.5400 | F. 800.648.4920 www.smma.com