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
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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
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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
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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
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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
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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
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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
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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
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Stewardship | Collaboration |
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Funding
Credible Process to Demonstrate a Need for Funding It
• Audits
• Benchmarks
Funding
FEFPA 2015
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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
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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
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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
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Summary
1
2
STEWARDSHIP
COLLABORATION
Beneficial Community Impact
3
CREDIBLE
PROCESS TO
SOLICIT FUNDING
FEFPA 2015
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QUESTION!
QUESTION & ANSWER
FEFPA 2015