AMERICAN COUNCIL OF ENGINEERING COMPANIESSTATE MARKETS PROGRAM

APRIL 11, 2013

EXECUTIVE DIRECTOR KATHERINE CRAVEN

University of Massachusetts Building

Authority

The University of Massachusetts System - five campuses educating more than 70,700 students

UMass Amherst Flagship Campus Land Grant founded in 1863 Nine Schools and Colleges Broad research mission with strengths in

Life Sciences, Computer Science and Engineering

Enrollment: 28,236

UMass Lowell University closely engaged with regional

industries Renowned for technical emphasis such

as Engineering, Advanced Materials Sciences and Nano-Manufacturing

Enrollment: 16,294

UMass Boston Largest Urban Public

University in New England Research focus aligned with

Urban Mission – Social Sciences, Education, Life Sciences

Enrollment:15,874

UMass Dartmouth Regional University with Liberal Arts and

Marine Sciences emphasis University of Massachusetts School of Law

established in 2010 Enrollment: 9,210

UMass Worcester Medical Campus Internationally recognized Life

Sciences Research Program MD program annually ranked

in Top 10 for Primary Care Enrollment: 1,160

Building Authority (UMBA) is governed by a distinct 11-member Board

Governance

The 11 Board Members are appointed by the Governor

5 Members must be UMass Trustees, all appointed by the Governor

2 Non-UMass Board Members must be alumni of the University

Structure and Functions of UMBA

Independent authority of the Commonwealth of Massachusetts created to aid and contribute to the performance and mission of the University’s five campuses through:

Providing financing for capital projectsFacilitating construction and managing ongoing capital projectsOverseeing acquisition, disposition, and development of real and

personal property for the benefit of the UniversityProjects under management include residence halls, dining commons,

science and academic buildings, and other buildings for the use of the University and its affiliates

University Capital Plan Approval Process

Master Planning / Needs Assessment

Priority Projects for BOT approval – initiated 24 months

5-year Capital Plan presented to BOT

Project Development-Multi-disciplinary Review of Scope and Program

A&F Evaluation – Funding, Budget, and Project Management

Quarterly Board Reviews

Project/Pipeline Tracking

Building Authority Integration: UMBA inclusion in early stage and project development

Needs Assessment, Project Prioritization, and Initial Cost Estimates

Team review of Scope, Program, and Design

Review of Funding Alternatives and Project Control

Implementing Best Practices while Offering Increased Service and Strategic Support

Early Stage/ Pre-Design

Project Development Stage

Improved Oversight & Project Management during Design and Construction

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Capital Plan Overview

FY2013-2017 Capital Plan by Project TypeFY2013-2017 Capital Plan by Project Type

The University Trustees have reviewed and approved a five-year approximately $3.1 billion capital plan for fiscal years 2013-2017

Investing in the University’s capital assets is essential to continuing to improve educational quality at all five UMass campuses and to giving the University’s students the top-notch facilities they all deserve

Deferred Maintenance projects represent 33% or $1.02 billion of the total spending projected over the next five years

FY2013-2017 Capital Plan Sources of FundsFY2013-2017 Capital Plan Sources of Funds

FY2013-2017 Capital Plan Spending by Program TypeFY2013-2017 Capital Plan Spending by Program Type

UMass Lowell Emerging Technologies & Innovation Center (Opened in October) Total Size: 84,000 sq. ft. Hub of industry partnerships and new

manufacturing technologies Core facilities for use in fundamental and

translational research with cleanroom spaces, wet lab and engineering lab space, and a plastics processing high bay

UMass Amherst Life Sciences Laboratories144,000 sq. ft. Will provide state-of-the-art research

laboratory space for interdisciplinary research clusters

Flexible open research labs with equipment alcoves, enclosed support labs, shared platform labs and faculty offices, conference rooms, colloquia, and food serving areas

UMass Dartmouth Accelerator for Biomanufacturing Total size: 35,000 sq. ft. Production/Support Space: 25,000

sq. ft. On-site facilities: 4 production

suites, Quality Control labs, an R&D suite, training lab, lecture halls, office suite and presentation/public access area

State-of-the-Art Campus Research Buildings throughout UMass:Collaborative projects with State

UMass’s Capital Plan includes new construction, deferred maintenance, renovations, and other capital projects across the five campuses:

UMBA will finance and manage $1.7 billion of the planned investments

Amherst CampusAmherst Campus

Lowell CampusLowell Campus

Boston CampusBoston Campus

Worcester CampusWorcester Campus

Dartmouth CampusDartmouth Campus

UMBA Active Capital Projects

Amherst -- Estimated Project Costs: $386MDemolition of Old Power Plant Commonwealth Honors College ResidencesMcGuirk Stadium Improvements Hampshire Dining CommonChampions Center Basketball FacilityLincoln Campus Center Concourse Renovation

Furculo--Marks Meadow RenovationsIntegrated Design Building

Boston – Estimated Project Costs: $364MEMK Institute for the United States SenateHealey Library Fire SprinklersMcCormack Hall ClassroomsRoof Replacement/Repairs Utility Corridor and Roadway Relocation General Academic BuildingHarborwalk and Shoreline Stabilization

Dartmouth– Estimated Project Costs: $85MTripp Fitness Center Expansion Biomanufacturing AcceleratorSMAST Facility in New Bedford

Lowell – Estimated Project Costs: $324MEmerging Technology and Innovation Center Parking Garage North Campus Fox Hall Dining Renovation Parking Garage South CampusImprovements to North Campus Power Plant University Suites Residence HallUniversity Crossing Student CenterRenovation of Bourgeois and Leitch Halls South Campus Dining

Worcester : Estimated Project Costs: $430MAlbert Sherman Center and Garage Power Plant Expansion

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Pipeline Projects Amherst Campus:

•South College Academic Facility Concept: $50M project cost

•New Electrical SubstationConcept: $40M project cost

•Isenberg School of Management ExpansionConcept: $40M project cost

Boston Campus:

•1,00o Bed Residence HallsConcept: $100M project cost

•Parking GarageConcept: $45M project cost

•Trigeneration FacilityConcept: $28M project cost

•Substructure and Science Center DemolitionConcept: $15-20M project cost

Pipeline Projects Dartmouth Campus:

•Classroom, Teaching Labs, and Learning Space Improvements

Concept: $11M project cost

•New Academic FacilityConcept: $75M project cost

•Charlton Business School ExpansionConcept: $15-20M project cost

Lowell Campus:

•South Campus Master Plan renovationsConcept: $10-20M project cost

•Capital Renewal/Deferred Maintenance Program

Concept: $35M project cost