deferred maintenance
Transcription
deferred maintenance
DEFERRED MAINTENANCE “ Wh a t i s i t g o o d f o r ? A B S O L U T E L Y N O T H I N G ” WILLIAMSON DACAR ASSOCIATES, INC. FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Speakers Christian Kinsley, CPA Florida Board of Governors Directors of Finance and Facilities Ted Williamson, AIA, PE, LEED®AP Williamson Dacar Associates, Inc. Principal-in-Charge Speaker Tom Donaudy AIA, CBO, LEED®AP Williamson Dacar Associates, Inc. Director of South Florida Operations FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Speaker | Williamson Dacar Associates Tom Donaudy, Director of South Florida Operations AIA, CBO, LEED®AP 30+ years experience over 200 EDUCATIONAL K-12 COMMUNITY COLLEGE UNIVERSITY projects throughout Florida Speaker FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Speaker | Williamson Dacar Associates Ted Williamson, Principal in Charge AIA, PE, RA, LEED®AP 30+ years experience over 300 EDUCATIONAL K-12 COMMUNITY COLLEGE UNIVERSITY projects throughout Florida Speaker FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Speaker | State University System Board of Governor Christian Kinsley, Director of Finance & Facilities CPA 20 years experience State University System Board of Governor since 2006 Senior Staff Director for the Board’s Facilities Review Of All Bond Debt & P-3 Projects Speaker FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Presentation Outline Perspective Stewardship Collaboration Stewardship Funding FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Perspective • The presentation is not the beginning or the end of the planning process in regards to deferred maintenance 1998 2006 Perspective 2012 FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Perspective Intersection of divergent viewpoints is where constructive development of meaningful solutions can most easily take place. Excerpt Excerpt Excerpt Charting a new Coarse for Campus Renewal Preserve Florida’s Investment Strategic Recommendations Most college campuses look fine, so the public does not see the problem. The state should dedicate one or more funding sources specifically to maintenance and renovation of existing facilities. Protect the state investment in existing university facilities by supporting deferred maintenance for the renovation and repair of critical facilities and educational infrastructure through the elimination of statutory confusion and including at least $50 Million in the 2013 Legislative Budget Request If the problem is not visible to the public and their legislative representatives, how will they understand the need for the resources to fix it. Source: Rod Rose, Charting a New Course for Campus Renewal, 1998 1998 Maintenance & Improvement of Current Facilities Accelerating the deferred maintenance agenda would be one of the fastest and least expensive ways to improve the quality & efficiency of existing buildings and to reduce the needs for new construction. Source: Presented to Chancellor Rosenberg Board of Governors Facilities Task Force, 2006 2006 Perspective Source: State University System of Florida, Board of Governors Facilities Task Force, 2012 2012 FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Perspective Today - 2015 What are some of our colleagues around the state of Florida thinking? “CITF allocations are typically earmarked for expansion and/or renovation of student services facilities. Increasingly we are challenged to find the necessary resources to attend to critical deferred maintenance issues that students find to be less attractive. Educating students about the importance of deferred maintenance funding has become fundamental to our overall planning efforts.” FIU - Jim Wassenaar, Director Facilities Planning & Operations, Division Of Student Affairs Perspective “Another flaw in the human character is that everybody wants to build and nobody wants to do maintenance.” Submitted by UWF – James Barnett, Associate Vice President, Facilities Development & Operations. Quote from Kurt Vonnegut, Hocus Pocus. “When I’m presenting to our Board of Trustees, I normally like to show the really beautiful photos of the facilities we have under construction, but I’ve found that what they really need to see are the really ugly photos of the facilities that can’t be maintained properly due to lack of funding…..” UCF – Lee Kernick, Associate Vice President Facilities & Safety FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Perspective DEFERRED MAINTENANCE “What is IT ?” Deferred Maintenance – Maintenance work deferred on a planned or unplanned basis to a future budget cycle or postponed until funds are available. Capital Renewal – Cyclic reinvestment in capital assets that extend the useful life and retain usable condition (Excerpted from Harvey H. Kaiser presentation, April 9,1998) Perspective (Excerpted from Harvey H. Kaiser presentation, April 9,1998) FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Stewardship Stewardship From Wikipedia Stewardship is an ethic that embodies the responsible planning and management of resources. The concepts of stewardship can be applied to the environment, (1)(2) economics, (5) property, (6) information, (7) theology, (8) etc. Stewardship FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Stewardship BOARD OF GOVERNORS ROLE UNIVERSITY ROLE CONSULTANT ROLE Define It Define It Define It Quantify It Quantify It Quantify It Track It Track It Audit It Fund It Manage/Reduce It Solve/Reduce It Collaboration FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Stewardship / Collaboration 2012 Facilities Task Force Members •Judy Bense, President, UWF •Mark B. Rosenberg, Ph.D., President, FIU •Anthony Barbar, Vice Chair, Board of Trustees, FAU •Linda Bacheler, Assistant Vice President & Controller, FGCU •Robert Bradley, Ph.D., Vice President for Planning & Programs, FSU •Scott Cole, Vice President and General Counsel, UCF •Thomas Donaudy, Vice President of Facilities and University Architect, FAU •Matt Fajack, Vice President and Chief Financial Officer, UF •John Long, Senior Vice President and Chief Operating Officer, USF •Michael Long, Student at New College of Florida & former Student Member on the Florida Board of Governors •Janet Owen, Vice President for Governmental Affairs, UNF •Larry Robinson, Ph.D., Provost, FAMU Stewardship FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Stewardship / Collaboration 2012 Advisory Council Members and Staff •Matt Altier, Chief Financial Officer, Vice President Administrative Services, UWF •Ken Artin, Managing Shareholder, Bryant Miller Olive •Tony Boselli, Managing Partner, Jacksonville, Ballard Partners •John Carlson, CEO, Charles Perry Partners •Craig Dunlap, President and Project Manager, Dunlap and Associates •Debi Gallay, AssociateVice President for Education Policy and Budget, FIU •Janice Gilley, Director, Government Relations, UWF •Clint Glass, Senior Vice President, Balfour-Beatty Construction •Randy Hanna, Chancellor, Florida College System •Tim Jones, Chief Financial Officer, Budget and Finance •Chris Kinsley, CPA, Director, Finance and Facilities •Randy Lewis, Ph.D., President, Principal in Charge, MLD Architects, Inc. •Bill Merck, Vice President for Administration and Finance and Chief Financial Officer, UCF •Kenneth Ogletree, Senior Project Architect, Finance and Facilities •Mark Weinberg, Director, Citigroup Corporate and Investment Bank Stewardship FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Collaboration • There are many path to reach the same goal. The purpose of this presentation is not to agree on one strategy for tracking problems, but to provide sufficient information to permit those with responsibly and authority to continue the dialogue in regards to the best practices in addressing deferred maintenance. • Collaborative strategies are the means by which goals can be achieved– they are not goals themselves. The real goal, is to solve the problem of a growing and critical backlog of neglected facilities. Collaboration FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Collaboration | Different “Reporting Structure” A B Facility Planning Engineering Operation & Maintenance C Facility Planning Engineering Operation & Maintenance D Facility Planning Engineering Operation & Maintenance Facility Planning Engineering Operation & Maintenance Collaboration between the groups is the key to solving “IT” Collaboration FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Funding Credible Process to Demonstrate a Need for Funding It • Audits • Benchmarks Funding FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Funding BENCHMARK PROCESS FLORIDA ATLANTIC UNIVERSITY Facilities Condition Index FCI = Deferred Maintenance Current Replacement Value (Excerpted from Harvey H. Kaiser presentation, April 9,1998) Measures the ratio of deferred maintenance to current replacement value (CRV), usually estimated for all buildings on a college campus. Buildings in “good” condition should be expected to have an FCI of 0.05 or less, meaning that 5 percent of the facilities or less are in an unsatisfactory condition. A desirable FCI goal is 0.02. Thus, campus buildings that have a CRV of $100 million should be pleased with an FCI of $2 million or less. Funding FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Funding Florida Atlantic University – Boca Raton Campus E&G Buildings Deferred Maintenance Benchmark Analysis July 26, 2013 Year July Total GSF Replacement Cost/GSF Current Replacement Value (CRV) Deferred Maintenance Facilities Condition Index 2013 2,647,367 $252 $667,136,484 $21,151,414 3.17% 2012 2,640,828 $245 $647,002,860 $20,535,354 3.17% 2011 2,493,929 $239 $596,049,031 $20,157,480 3.38% 2010 2,517,149 $225 $566,358,525 $20,157,480 3.56% 2009 2,340,755 $214 $500,921,570 $16,575,000 3.31% 2008 2,332,810 $218 $508,552,580 $17,477,419 3.44% 2007 2,264,459 $222 $502,709,898 $18,379,838 3.66% 2006 2,177,283 $210 $457,229,430 $16,347,184 3.58% 2005 2,177,283 $205 $446,343,015 $16,260,780 3.64% 2004 2,084,195 $200 $416,839,000 $16,601,400 3.98% Funding FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Funding What is the Problem? How Much Will It How Much Will It Cost How Persistent Is It? Cost To Fix It? Overtime to Fix It? • • • • Direct Appropriations Bond or Debt Financing Special Fees Reallocation of Reserves Funding FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A Summary 1 2 STEWARDSHIP COLLABORATION Beneficial Community Impact 3 CREDIBLE PROCESS TO SOLICIT FUNDING FEFPA 2015 Speakers | Perspective | Stewardship | Collaboration | Funding | Summary | Q & A QUESTION! QUESTION & ANSWER FEFPA 2015