October 17, 2018 Presentation of Results T ABLE OF C ONTENTS 2 3 - - PowerPoint PPT Presentation
Our Lady of Mercy Facilities Stewardship Summary October 17, 2018 Presentation of Results T ABLE OF C ONTENTS 2 3 About T HE S TONE H OUSE G ROUP 7 Conceptual Philosophies 11 Campus Metrics 19 Project Goals and Scope 21
Our Lady of Mercy – Facilities Stewardship Summary Presentation of Results October 17, 2018
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About THE STONE HOUSE GROUP Conceptual Philosophies Campus Metrics Project Goals and Scope Facilities Conditions Assessment (FCA) Space Study Energy Discussion Questions
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Bethlehem, PA Washington, D.C. Facilities Consulting Firm Strengthening mission and distinctive needs of academic, not-for-profit, and corporate institutions 300+ Clients Served 150+ Education Clients 1999 Year Founded
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School
School
Washington
School
School
School
Chengdu, China
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5,959,000 1,971,888 13,690,550 1,431,335 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000 14,000,000 16,000,000 Colleges/Universities Gov/Public Independent Schools Other GSF Client Type
Management Effort
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Management Effort Value Management Effort
Environmental Stewardship
Cycle Maintenance Deferred Maintenance Modernization Capital Construction
Fundraising Identity Environmental Programs
Performance
Master Plan Utility Plan Space Utilization Study Life Cycle Cost Analysis
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A Facilities Stewardship Plan provides an important piece of the overall Campus Master Plan for Facilities Stewardship as depicted in the figure below, Master Planning – Inputs & Outputs.
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A Facilities Stewardship Plan provides an important piece of the overall Campus Master Plan for Facilities Stewardship as depicted in the figure below, Master Planning – Inputs & Outputs.
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Total GSF = 88,300 (GSF information is estimated)
45,000 25,000 8,000 6,300 4,000 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 45,000 50,000 School Building Church Building Parish House Rectory 9320 Mercy Hollow Ln GSF Building
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GSF Shown in Reset Range Range as Percentage of Total GSF
SHG defines a reset age as the age when a building’s major MEP and Envelope systems have had major renovations since the date of original construction. Of the 88,300 GSF of building space surveyed, 65% has an age of more than 20 years. Although there have been some replacement and upgrade projects through the years, it could not be determined if any of the buildings have had holistic renovations.
6,300 25,000 57,000 10,000 20,000 30,000 40,000 50,000 60,000 Less than 10 11 to 20 More than 20
GSF Age Range (Years) Less than 10 7% 11 to 20 28% More than 20 65%
14 14 15 13 22 15 22 17 22 24 20 18 17 5 10 15 20 25 30 Pre-K3 Pre-K4 H Pre-K4 B K Grade 1 Grade 2 Grade 3 Grade 4 Grade 5 Grade 6 Grade 7 Grade 8 # of Students Division 2018/2019 Enrollment = 219
100 200 300 400 500 600
GSF/Student
Surveyed Institutions
Bullis Chestnut Hill Academy Georgetown Day School Indian Creek School Kent Place La Salle College HS New Canaan Country School Germantown Academy Landon
Marymount Moorestown Friends National Cathedral National Presbyterian Notre Dame Prep '10 Notre Dame Prep '11 Pingry Rutgers Prep Springside
The Field School Williams Montgomery School
Average for surveyed day schools 283 GSF per student
15 Total GSF = 88,300 (estimated) Current Enrollment = 219 Church and School Buildings Only School Building
403 205
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48,500 37,825 31,229 31,022 29,091 28,972
27,169
26,673 23,527 22,189 19,888 15,066
10,000 20,000 30,000 40,000 50,000 60,000
Independent Schools Abington Friends Chatham Chestnut Hill Academy Far Hills School Gettysburg College Hotchkiss School Indian Creek Lab School Lawrenceville School Metet School Milton Hershey School Pingry School Riverdale Rutger's Prep
Springside School Taft School Town Trinity School Walnut Hill School
GSF/FTE Our Lady of Mercy
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128,172 97,354 83,687 64,158 61,515 50,000 40,741 33,099 30,885 29,433 28,333 26,690
20,000 40,000 60,000 80,000 100,000 120,000 140,000
Independent Schools Abington Friends Canterbury Chatham Chestnut Hill Academy Far Hills School Gettysburg College Hotchkiss School Indian Creek Lawrenceville School Marymount School Meret School Milton Hershey School Pingry School Riverdale Rutger's Prep Springside School
Taft School Town School Trinity School Walnut Hill School
GSF/FTE Our Lady of Mercy
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$3.38 $2.47 $2.35 $2.84 $4.36 $5.29 $2.31 $2.67 $2.18 $1.92 $4.01 $2.59 $2.87 $3.81 $2.82 $1.52 $2.44 $1.78 $2.22 $1.66 $2.56 $2.32 $1.87 $1.66 $1.39 $2.63 $1.39 $2.41 $3.32 $1.24 $0.00 $2.13 $1.12 $0.57 $1.34 $0.00 $0.95 $0.26 $0.62 $0.56 $1.44 $0.61 $0.26 $0.31 $0.00 $0.99 $0.19 $0.66 $0.40 $0.86 $9.86 $11.67 $10.45 $8.78 $8.28 $8.32 $7.67 $8.17 $8.29 $7.40 $6.45 $6.44 $6.78 $5.07 $5.75 $5.10 $4.97 $5.91 $5.33 $5.36 $3.25 $4.17 $4.05 $3.29 $3.08 $0.00 $2.00 $4.00 $6.00 $8.00 $10.00 $12.00 $14.00 $16.00 $18.00 $20.00
Utilities Planned Maintenance Daily Service
$/GSF
$7.96 $10.46 $9.13 $9.92 $15.86 $13.61 $10.66 $14.93 $8.06 $9.97 $15.54 $13.88 $11.97 $9.50
OLOM
$15.21 $7.02 $6.80 $6.69 $6.57 $5.33 $7.86 $8.02 $12.11
$11.04
$5.36
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Planning Visit
Project Schedule
Collection
Inspections
, ADA, Life Safety
Database
Costing
Knowledge
Cost Data
Data
QA
Assessment Review
Analysis
& Costing
FCA Database
Presentation, Institutional Review
Present Findings
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FCA Inspections Existing Surveys
Operations: Project Selection Priorities Planning Overlap with Program Changes Financial: Catch Up Keep Up Reserve Funding Benchmarking
24 Preventive Maintenance & Daily Service:
Routine tasks performed frequently and funded through the annual operating
essential to the use of the buildings but do not add to the asset value of the institution.
Cycle Maintenance:
The process of assuring that building components are replaced at or near the end of their useful lifecycles. Documented as depreciation on an institution’s financial records, these cycles exceed a single year and may even span decades.
Deferred Maintenance:
Accumulates when cycle maintenance is left undone, due to limited financial or physical (labor, materials, time)
deferred maintenance can erode the physical assets of the institution and may eventually render buildings unusable and their systems nonfunctional.
Modernization:
The process for improving facilities. It may be driven by changing programs, code and safety requirements, or the impact of technology.
Safety / Statutory:
These are Modernization projects recommended specifically because of a safety requirement.
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Priority 1* Priority 1 Priority 2 Priority 3
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What’s Out? What’s In?
Snapshot - FCA Database Data by Priority Data by Maintenance Category Data by Maintenance Type Need by Building Indices Gap Analysis Select Project Write-ups
*It is important to note that THE STONE HOUSE GROUP priced all projects using current dollars, taking into account location factors, and excluded inflation. SHG also used institutional cost estimates where applicable. Replacement projects were status quo unless otherwise noted.
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Record er Proj # Bldg Floor Room Category Trade Object Action Unit Qty Unit Cost Total Cost
Est Life Priority Impact MH 9320 Mercy Hollow Lane LL Living Room AI Carpeting Carpet Replace sf 620 $7 $4,340 3 Cycle MH 9320 Mercy Hollow Lane LL Living Room AI Painting Walls Repaint sf 620 $3 $1,550 3 Cycle MH 9320 Mercy Hollow Lane LL Living Room AI Painting Ceiling Repaint sf 620 $2 $1,240 3 Cycle MH 9320 Mercy Hollow Lane LL Bedroom 1 AI Carpeting Carpet Replace sf 155 $7 $1,085 3 Cycle MH 9320 Mercy Hollow Lane LL Bedroom 1 AI Painting Walls Repaint sf 155 $3 $388 3 Cycle MH 9320 Mercy Hollow Lane LL Bedroom 1 AI Painting Ceiling Repaint sf 155 $2 $310 3 Cycle MH 9320 Mercy Hollow Lane LL Linen Closet AI Carpeting Carpet Replace sf 55 $7 $385 3 Cycle MH 9320 Mercy Hollow Lane LL Linen Closet AI Painting Walls Repaint sf 55 $3 $138 3 Cycle MH 9320 Mercy Hollow Lane LL Linen Closet AI Painting Ceiling Repaint sf 55 $2 $110 3 Cycle MH 9320 Mercy Hollow Lane LL Bathroom 1 AI Painting Walls Repaint sf 40 $3 $100 3 Cycle MH 9320 Mercy Hollow Lane LL Bathroom 1 AI Painting Ceiling Repaint sf 40 $2 $80 3 Cycle MH 9320 Mercy Hollow Lane LL Bathroom 1 MEP Plumbing Sink fixtures Replace ea 1 $180 $180 2 Cycle MH 9320 Mercy Hollow Lane LL Bedroom 2 AI Carpeting Carpet Replace sf 80 $7 $560 3 Cycle MH 9320 Mercy Hollow Lane LL Bedroom 2 AI Painting Walls Repaint sf 80 $3 $200 3 Cycle MH 9320 Mercy Hollow Lane LL Bedroom 2 AI Painting Ceiling Repaint sf 80 $2 $160 3 Cycle MH 9320 Mercy Hollow Lane LL Storage Rm Safety / Statutory Fire Safety Smoke Detection Install ea 1 $200 $200 1 Safety / Statutory
Priority 1* Immediate Priority 1 1-2 Years Priority 2 3-5 Years Priority 3 6-10 Years
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Total Identified Need $ 4,140,322
Priority 1, $779,298, 19% Priority 2, $614,645, 15% Priority 3, $2,707,830, 65% Priority 1*, $38,550, 1%
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Church Buildings ($2,363,632) School Building ($1,776,690)
Total Identified Need $ 4,140,322
Priority 1, $152,598, 7% Priority 2, $388,145, 16% Priority 3, $1,801,090, 76% Priority 1*, $21,800, 1% Priority 1, $626,700, 35% Priority 2, $226,500, 13% Priority 3, $906,740, 51% Priority 1*, $16,750, 1%
31 Architectural Exterior, $848,190, 21% Architectural Interior, $848,542, 21% Mechanical, Electrical, Plumbing, $2,120,490, 51% Safety/Statutory, $18,100, 0% Grounds, $305,000, 7% Electrical
Mechanical
Plumbing
Heaters
Safety / Statutory
Total Identified Need $ 4,140,322
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Church Buildings ($2,363,632) School Building ($1,776,690)
Total Identified Need $ 4,140,322
Architectural Exterior, $592,990, 25% Architectural Interior, $423,542, 18% Mechanical, Electrical, Plumbing, $1,039,000, 44% Safety/Statuto ry, $3,100, 0% Grounds, $305,000, 13% Architectural Exterior, $255,200, 14% Architectural Interior, $425,000, 24% Mechanical, Electrical, Plumbing, $1,081,490, 61% Safety/Statuto ry, $15,000, 1% Grounds, $0, 0%
33 Deferred Maintenance, $71,650, 2% Cycle Maintenance, $3,785,472, 91% Modernization, $257,700, 6% Daily Serv/Safety, $25,500, 1%
Total Identified Need $ 4,140,322
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Church Buildings ($2,363,632) School Building ($1,776,690)
Total Identified Need $ 4,140,322
Deferred Maintenance, $17,750, 1% Cycle Maintenance, $1,672,740, 94% Modernization, $70,200, 4% Daily Serv/Safety, $16,000, 1% Deferred Maintenance, $53,900, 2% Cycle Maintenance, $2,112,732, 89% Modernization, $187,500, 8% Daily Serv/Safety, $9,500, 1%
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Total Identified Need $ 4,140,322
Carpentry, $141,310 , 3% Masonry, $27,000 , 1% Painting, $372,442 , 9% Roofing, $130,000 , 3% Flooring, $36,800 , 1% Plumbing, $61,440 , 1% Windows, $577,250 , 14% Special, $204,000 , 5% Electrical, $71,350 , 2% Mechanical, $1,987,700 , 48% Carpeting, $364,630 , 9% Fire Safety, $600 , 0% Paving, $165,000 , 4%
36 $1,776,690 $1,177,900 $440,000 $282,350 $240,600 $222,783 $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 $2,000,000 School Building Church Building Campus Parish House 9320 Mercy Hollow Lane Rectory
Priority 2
Total Identified Need $ 4,140,322
37 $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 $1,600,000 $1,800,000 $2,000,000 School Building Church Building Campus Parish House 9320 Mercy Hollow Lane Rectory Priority 3 Priority 2 Priority 1 & 1*
Priority 2
$1,776,690 $1,177,900 $440,000 $282,350 $240,600 $222,783
Total Identified Need $ 4,140,322
38 $60 $39 $35 $35 $18 $13
$0 $10 $20 $30 $40 $50 $60 $70
9320 Mercy Hollow Lane School Building Rectory Parish House Church Building Grounds
Identified Need ($) / GSF Building
$64.95 $56.74 $54.59 $48.52 $46.89 $39.48 $36.91 $35.56 $31.05 $30.47 $26.98 $26.29 $24.30 $23.51 $19.86 $14.62
$0.00 $10.00 $20.00 $30.00 $40.00 $50.00 $60.00 $70.00 $/GSF
Institutional Average - $36.03
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Institutions Surveyed Bullis School Pace School Delbarton Pingree School Delaware Valley Friends Riverdale Country School Garrison Forest Rutgers Preparatory School Georgetown Day School
Hotchkiss School Stuart Country Day School Indian Creek Upland Country Day School Lab School Westtown School LaSale College High School Whitby School Moorestown Friends School Williams School National Presbyterian School Wilmington Friends School
Church and School Buildings Only Church Buildings Only School Building
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$0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 Year 0 Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10
Funded Need 2% Replacement 3% Ops Budget
Identified Need = 2% of Replacement Value over 10 Years = 3% of Operating Budget over 10 years =
$4,140,322 $1,755,000 $6,181,000
Priority 1 $50,000
Priority 1 $50,000
Priority 1 $10,000
recommend bringing a mechanical contractor on board to diagnose and repair any issues
Priority 1* $5,000
a 2-ton unit
for a properly sized unit)
Priority 1* $500
improved efficiency, and thus cost savings
Priority 1 $15,000
MagicAire dx units
Priority 2 $25,000
system, instead of replacing RTU’s in kind as they begin to fail
Priority 2 $125,000
as the RTU’s
Priority 2 *Cost included with RTU’s above
better energy and equipment tracking, and have an up-to-date graphics interface
Priority 3 $125,000
spending large amounts of money when their only source of cooling breaks down
Priority 3 $75,000
Priority 3 $25,000
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An integral piece of any Master Planning phase Study will help to inform strategic decisions and assessing future goals such as: Identity Growth Enrollment Facilities Academic Programs Capital Project Strategy Space has an important relationship with each of these goals… …and may help to answer: Does Mercy have enough space? Are spaces in the right places? Are spaces configured properly? Are there shifts in pedagogy or policy that would change how spaces are used? How should funding be prioritized in addressing space modernizations?
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SPACE INVENTORY
Space information collected and organized:
Follow standards set forth in Facilities Inventory &
Classification Manual by U.S. Department of Education
Building and School Name (or Region) Building’s Room Number and Local Name Square footage Useable Area Identification (FICM as standard) Use Category (ie. Classroom, Laboratory, Office, General
Use, Support Room, Health Care, Circulation, Mechanical
Functional Category (ie. Instruction, Academic
Support/Service, Student Services)
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45,000 41,635 3,365 31,543 10,092
Area Square Footage Gross Square Feet 45,000 Net Square Feet 41,635 % of GSF 93%
Definitions:
Gross Square Feet is the total square footage of the building including exterior walls. Net Square Feet is the total square footage less the structural area (walls, chases, etc) Non-assignable Area is all areas of a building not available for assignment to an occupant or for specific use, but necessary for the general operation of a building. This includes circulation, janitorial, restroom and utility/mechanical spaces Assignable Area is all areas of a building assigned to, or available for assignment to, an occupant or specific use.
Building Service Area Circulation Area General Use Area Office Support Room Classroom Health Care
Laboratory Mechanical Area Study Facilities
Lounge, Enrichment, AD
Building Service Area Circulation Area Classroom General Use Area Health Care Laboratory Mechanical Area Office Study Facilities Support Room
Restrooms, Kitchen, Storage, Facilities Corridors, Alcoves, Vestibules, Lobbies Stage, Gymnasium, Kennedy Room Art Classroom, Maker Space, TV Room Library
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Net Assignable Area (31,543 SF) Non-Assignable Area (10,092 SF)
Classroom, 11,230 General Use, 12,115 Office, 1,783 Laboratory, 2,395 Study Facilities, 1,870 Health, 220 Support, 793 Mech/Uncla ssified, 1,137
Building Services, 3,375 Circulation, 6,717
Net Usable Area 41,635 Structural 3,365 Gross Square Feet 45,000
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Space Observation
Classrooms Not Dynamic; Mostly sized for more than 40 students; Unsightly Storage/Coat Rooms; Need more flexible seating; Consider multiple smaller classrooms for 15+ students Science / Labs Need to consider program enhancements; more space, adequate shelving, displays casework and outlets Music Consider space options for storage and teaching; Currently using cart to move about the building with little to no storage for equipment (PreK to 8); Consider using under-utilized room between Kennedy Room and Art Display Areas Consider identifying locations for art and athletic displays and adequate lighting; Currently the trophy case is in the rear corridor away from the Gymnasium, and Art does not have sufficient space Offices Most of the faculty use their classrooms as their office space; does this work for Mercy? No privacy rooms School Counselor Currently, the School Counselor office is in the far corner of the School Building; this is not ideal for multiple reasons; Consider using space closer to Admin/Reception Suite Storage There does not appear to be adequate storage facilities and the dedicated storage room adjacent the Gym is not being utilized to its full potential; much of the material appears to be unused; Could this space be used for another purpose? Consider reconfiguring spaces closer to the cafeteria for tables/chairs Safety / Security Need dedicated location for table / chair storage; currently utilizing adjacent hallways which is creating a safety hazard should an emergency be recognized while tables are blocking corridor space for egress; Main Entrance - consider constructing interior vestibule to have visitors flow into reception office, rather than into an open corridor without properly checking into main office.
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Currently, the School Counselor has an
Building.
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Consider under-utilized office space in Admin/Reception Suite for office and meeting space closer to heart of building
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A person gains access through intercom, but then is free to walk into building without barrier wall.
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Consider constructing interior vestibule that directs traffic into the main office for proper identification. The FCA includes such a project in the database.
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Currently, the Music Teacher utilizes a cart to move about the school with no touch-down location.
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Consider utilizing the under-utilized bookroom adjacent Kennedy Room
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Students sometimes need to use the back corridor to use spaces inside the Church for Music. Also, although the garden courtyard is not used regularly, students are still able to access.
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In the near-term, identify a dedicated room for music. For safety purposes, the corridor door leading into the courtyard must remain unlocked should a student be locked inside the courtyard. This becomes a safety risk if someone forgets to lock at end of the day. Future considerations to renovate this approximately 3,000 SF area into usable space to alleviate the safety risk, insect infestation issue, and provide usable space.
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entrance
$1.57 $0.00 $1.00 $2.00 $3.00 $4.00 $5.00 $6.00
75 OL Mercy
Average for surveyed day schools $2.02 / GSF
Independent Schools
Abington Friends Academy of Notore Dame Agnes Irwin Ancillae-Assumption Buckingham Friends Bullis School Cedar Grove Chestnut Hill Concept School Cornerstone Christian Country Day School Delaware County Christian Delaware Valley Friends Fairville Friends Friends Central Friends School Friends Select Georgetown Day Germantown Friends Garrison Forest Green Tree Gwyneed Mercy Haverford Hill Top Prep KHLT LaSalle Marymount Mervy Vocational Moorestown Friends Moravian Academy National Presbyterian Newtown Friends Nightingale PA School for the Deaf Pen Ryn Phila Montgomery Christian Philadelphia School Pingry School Quajker School
Saint David's Springside
Town Trinity UNited Friends Upattinas School Villa Joseph Marie West Chester Friends West Hill School Whitby School
Sidwell Friends OL Mervy Maret
73 20 40 60 80 100 120 140
2 OL Mercy
Average for surveyed day schools 69 MBTU / GSF
Independent Schools Abington Friends Academy of Notre Dame Agnes Irwin Ancillae-Assumption Buckingham Friends Cedar Grove Chestnut Hill Cornerstone Christian Country Day School Delaware County Chr. Delaware Valley Friends Friends Central Friends School Friends Select Georgetown Day Germantown Friends Garrison Forest Green Tree Gwyneed Mercy Haverford Hill Top Prep LaSalle Lansdowne Friends Marymount Mercy Vocational Moorestown Friends Moravian Academy National Presbyterian Newtown Friends PA School for the Deaf Pen Ryn Phila Montgomery Chr. Pingry School Quaker School Riverdale St. Bail Rutgers Prep United Friends Upattinas School Villa Joseph Marie West Chester Friends Whitby School Sidwell Friends
Maret OL Mercy
Note: this includes gas and electric; the church is at 77 MBTU / GSF for electrical ONLY
$607.59 $0.00 $100.00 $200.00 $300.00 $400.00 $500.00 $600.00 $700.00 $800.00
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Average for surveyed day schools 498 $ / Student Independent Schools Springside Marymount Chestnut Hill Bullis National Presbyterian LaSalle College Moorestown Friends
Sidwell Maret OL Mercy
OL Mercy
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$9.53 $36.94 $0.00 $5.00 $10.00 $15.00 $20.00 $25.00 $30.00 $35.00 $40.00
Gas Electricity
Energy Source $ / MMBTU
79 3,479 , 56% 2,684 , 44%
Gas Electricity
80 $99,146 $33,158
Electricity Gas
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1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,000 10,000 July Aug Sept Oct Nov Dec Jan Feb Mar Apr May June
Church / School Parish
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$1,921 $76,136 $3,470 $17,619
Rectory Church Parish School
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30,947 570,781 58,677 126,841
Rectory Church Parish School
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10,000 20,000 30,000 40,000 50,000 60,000
Rectory Church Parish School
Normal cooling load
The data for OLOM
85
86
407,102
652,942
Gas Electricity
87
Fuel-burning furnace at Rectory not captured
Move to natural gas in the future
Campus electrical consumption
Cooling load profile Church is 77% of electrical costs
School cooling via RTU
Age of RTU’s
88
Retro-Commissioning Master plan includes modern cooling system for
Update BAS
Commissioning
Upgrade lighting to LED