DEFERRED MAINTENANCE · 2015-07-28 · Quote from Kurt Vonnegut, Hocus Pocus. “CITF allocations are typically earmarked for expansion and/or renovation of student services facilities

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


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


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


Stewardship

Presentation Outline

FEFPA 2015

Perspective Stewardship Collaboration Funding


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


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


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


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



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

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


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


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

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

Collaboration | Different “Reporting Structure”

FEFPA 2015

A B

Collaboration between the groups

is the key to solving “IT”


Facility Planning

EngineeringOperation & Maintenance

Facility Planning


Facility Planning


Facility Planning


C D

Funding FEFPA 2015

Funding

Credible Process to Demonstrate a Need for Funding It

• Audits

• Benchmarks


Funding FEFPA 2015

Funding

BENCHMARK PROCESS

FLORIDA ATLANTIC UNIVERSITY

Facilities Condition Index

Deferred Maintenance

Current Replacement ValueFCI =


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.


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%


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?


Beneficial Community Impact

Summary

1 2 3

STEWARDSHIP COLLABORATION

CREDIBLE

PROCESS TO

SOLICIT FUNDING

FEFPA 2015


QUESTION & ANSWER

QUESTION!

FEFPA 2015


Documents

DEFERRED MAINTENANCE · 2015-07-28 · Quote from Kurt Vonnegut, Hocus Pocus. “CITF allocations are typically earmarked for expansion and/or renovation of student services facilities