deferred maintenance · 2015-07-28 · quote from kurt vonnegut, hocus pocus. “citf allocations...
TRANSCRIPT
DEFERRED MAINTENANCE“What i s i t good for? ABSOLUTELY NOTHING”
WILLIAMSON DACAR ASSOCIATES, INC. FEFPA 2015
Speaker
Speakers
Ted Williamson, AIA, PE, LEED®APWilliamson Dacar Associates, Inc.
Principal-in-Charge
Tom Donaudy AIA, CBO, LEED®APWilliamson Dacar Associates, Inc.Director of South Florida Operations
Christian Kinsley, CPAFlorida Board of Governors
Directors of Finance and Facilities
FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Tom Donaudy, Director of South Florida Operations
Speaker | Williamson Dacar Associates
30+ years e x p e r i e n c e
over 200 EDUCATIONAL
projectsthroughout
Florida
K-12
COMMUNITY COLLEGE
UNIVERSITY
AIA, CBO, LEED®AP
Speaker FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Speaker | Williamson Dacar Associates
30+ years e x p e r i e n c e
over 300 EDUCATIONAL
projectsthroughout
Florida
Ted Williamson, Principal in ChargeAIA, PE, RA, LEED®AP
K-12
COMMUNITY COLLEGE
UNIVERSITYSpeaker FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Christian Kinsley, Director of Finance & Facilities
20 years e x p e r i e n c e
State University
System
Board of
Governor
since 2006
CPA
Senior Staff Director for the Board’s Facilities
Review Of All Bond Debt & P-3 Projects
Speaker | State University System Board of Governor
Speaker FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Stewardship
Presentation Outline
FEFPA 2015
Perspective Stewardship Collaboration Funding
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Perspective
Perspective
• The presentation is not the beginning or the end of the
planning process in regards to deferred maintenance
FEFPA 2015
1998 2006 2012
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Perspective
Perspective
FEFPA 2015
Excerpt
Charting a new Coarse for
Campus Renewal
Most college campuses look fine,
so the public does not see the
problem.
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.
1998 2006 2012
Preserve Florida’s InvestmentMaintenance & Improvement of Current Facilities
The state should dedicate one or
more funding sources specifically
to maintenance and renovation of
existing 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.
Strategic Recommendations
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
Excerpt Excerpt
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Source: Rod Rose, Charting a New Course for Campus Renewal, 1998
Source: Presented to Chancellor Rosenberg Board of Governors Facilities Task Force, 2006
Source: State University System of Florida, Board of Governors Facilities Task Force, 2012
Intersection of divergent viewpoints is where constructive development of
meaningful solutions can most easily take place.
Perspective
Perspective
What are some of our colleagues around the state of Florida thinking?
FEFPA 2015
Today - 2015
“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
“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.
“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 FacilitiesPlanning & Operations, Division OfStudent Affairs
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Perspective
Perspective FEFPA 2015
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.
(Excerpted from Harvey H. Kaiser presentation, April 9,1998)
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)
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Stewardship
Stewardship
FEFPA 2015
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.
StewardshipFrom Wikipedia
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Collaboration
Stewardship
FEFPA 2015
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 | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Stewardship
Stewardship / Collaboration
FEFPA 2015
•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
2012 Facilities Task Force Members
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Stewardship
Stewardship / Collaboration
FEFPA 2015
•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
2012 Advisory Council Members and Staff
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Collaboration
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.
FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Collaboration
Collaboration | Different “Reporting Structure”
FEFPA 2015
A B
Collaboration between the groups
is the key to solving “IT”
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Facility Planning
EngineeringOperation & Maintenance
Facility Planning
EngineeringOperation & Maintenance
Facility Planning
EngineeringOperation & Maintenance
Facility Planning
EngineeringOperation & Maintenance
C D
Funding FEFPA 2015
Funding
Credible Process to Demonstrate a Need for Funding It
• Audits
• Benchmarks
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Funding FEFPA 2015
Funding
BENCHMARK PROCESS
FLORIDA ATLANTIC UNIVERSITY
Facilities Condition Index
Deferred Maintenance
Current Replacement ValueFCI =
(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 anunsatisfactory 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.
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Funding FEFPA 2015
Funding
Florida Atlantic University – Boca Raton Campus
E&G Buildings
Deferred Maintenance Benchmark Analysis
July 26, 2013
Year July
Total GSFReplacement
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%
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Funding FEFPA 2015
Funding
• Direct Appropriations
• Bond or Debt Financing
• Special Fees
• Reallocation of Reserves
What is the Problem?
How Persistent Is It?
How Much Will It
Cost To Fix It?
How Much Will It Cost
Overtime to Fix It?
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
Beneficial Community Impact
Summary
1 2 3
STEWARDSHIP COLLABORATION
CREDIBLE
PROCESS TO
SOLICIT FUNDING
FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |
QUESTION & ANSWER
QUESTION!
FEFPA 2015
Collaboration | Funding | Q & AStewardship | Summary |Speakers | Perspective |