Capital Planning and Budget University of Wisconsin University of Wisconsin System Administration System Administration All Agency Projects Program All Agency Projects Program
Capital Planning and Budget All Agency Projects Program All Agency Projects Program OVERVIEW A targeted program addressing the maintenance, repair, renovation, and minor remodeling needs for existing facilities, site improvements, and site utility systems All Agency Projects Funding All Agency Projects Funding � funding is categorically enumerated � requests submitted by Agency through biennial capital budget process � funds released at monthly State Building Commission meetings � UW System receives biennial funding target from Division of State Facilities
Capital Planning and Budget Capital Assets: distinct building systems, sub- Capital Assets: TERMINOLOGY systems, assemblies, or components within physical plant Capital Asset Types � Building Foundation Capital Projects: construction, remodeling, or Capital Projects: � Building Envelope renovation projects creating and/or maintaining capital assets � Building Interior � Building Systems Capital Project Low $ Limit High $ Limit Capital Project Low $ Limit High $ Limit � Equipment/Furnishings Major Project $500K * NONE � Special Construction All Agency Project $150K $5M ** � Site Work Small Project $5K $150K * = applies to projects with new space, significant remodeling, and/or utility expansion ** = applies to projects without new space, significant remodeling, and/or utility expansion
Capital Planning and Budget TERMINOLOGY Cyclic Maintenance: regular repair Cyclic Maintenance: and/or replacement above and beyond Cyclic Maintenance standard operational maintenance costs � estimated or projected useful life term and associated repair or replacement costs BACKLOG CYCLIC BACKLOG CYCLIC � future capital budget funding requirements � capital assets have YESTERDAY TODAY TOMORROW YESTERDAY TODAY TOMORROW multiple useful lives over the useful life of a facility MAINTENANCE DUE DATES Maintenance Backlog Maintenance Backlog: non-funded Maintenance Backlog: � useful life has expired cyclic maintenance items at, or past, their � current capital budget useful life funding requirements � acceptable & expected to have some level of maintenance backlog
Capital Planning and Budget BUILDING CHRONOLOGY UW Building Chronology � 75% of UW buildings 40,000 2% 6% 6% 61% 23% 2% are more than 30 yrs old 35,000 � 60% of capital assets 30,000 have a life expectancy Gross Square Feet in 1000's less than 30 yrs 25,000 20,000 � 85% of capital assets have a life expectancy 15,000 less than 50 yrs 10,000 � capital assets are 5,000 failing at a rate greater than resources are made 0 available to address pre-1900s 1900-1924 1925-1949 1950-1974 1975-1999 2000-2024 maintenance in a timely % of UW GSF Constructed by Era Construction Era manner GPR PR GPR TOTAL PR TOTAL � All Agency Projects, as currently defined, are not a solution to this growing maintenance need
Capital Planning and Budget FAST FACTS - GPR 2007-09 All Agency Projects Program 2005-07 All Agency Projects Program 2003-05 All Agency Projects Program 2003-05 $300 $300 $300 $144M Requested $250 $250 $250 $101M Funded $ 43M Deferred (30%) $200 $200 $200 2005-07 $150 $150 $150 $254M Requested $100 $100 $100 $103M Funded $151M Deferred (59%) $50 $50 $50 2007-09 $- $- $- FACILITIES FACILITIES FACILITIES HEALTH & SAFETY HEALTH & SAFETY HEALTH & SAFETY REMODELING REMODELING REMODELING UTILITIES UTILITIES UTILITIES TOTALS TOTALS TOTALS $300M Projected PROJECTED REQUESTED REQUESTED PLANNED FUNDED FUNDED DEFERRED DEFERRED DEFERRED $103M Planned $197M Deferred (66%)
Capital Planning and Budget Exterior Exterior Exterior Exterior MAINTENANCE PLANNING Masonry Doors & Windows Masonry Doors & Windows � hundreds to thousands of maintenance issues are identified through the planning process � maintenance issues are organized by building Electrical and Electrical and HVAC and HVAC and or location and capital asset type to facilitate Lighting Mechanical Lighting Mechanical comprehensive solutions � maintenance issue are filtered for relevance, priority, and impact when project solutions are defined and developed Interior Interior Plumbing Plumbing � All Agency projects Finishes Finishes address the most critical maintenance issues at each institution
Capital Planning and Budget UW INSTITUTION PRIORITIES FUNDING PRIORITIES COL EAU EXT GBY LAX MSN MIL OSH PKS PLT RVF STP STO SUP WTW UW INSTITUTION REQUESTS Priority #1 Examples COL EAU EXT GBY LAX MSN MIL OSH PKS PLT RVF STP STO SUP WTW � code compliance, UW SYSTEM REQUESTS building integrity, health and safety, utility capacity Priority #2 Examples PRIORITY #1 PRIORITY #2 PRIORITY #3 IF UNRESOLVED, THE ISSUE IF UNRESOLVED, THE ISSUE IF UNRESOLVED, THE ISSUE � Programs: academic, THREATENS THE ABILITY TO IMPEDES DELIVERY OF ESSENTIAL IMPEDES DELIVERY OF NON- CONTINUE OPERATION AND/OR PROGRAMS AND SERVICES, AND/OR ESSENTIAL SERVICES, AND/OR dining, housing, library PROVIDE A SAFE ENVIRONMENT COMPROMISES ESSENTIAL COMPROMISES NON-ESSENTIAL FUNCTIONALITY OR OPERATIONS FUNCTIONALITY OR OPERATIONS � Functions: accessibility, accreditation, energy INFLUENCING FACTORS AND CONSIDERATIONS efficiency, environmental control, technology BUILDING TYPE FUNDING SOURCE OPERATIONAL IMPACT RISK MANAGEMENT CAMPUS DISRUPTION FUTURE PLANS OPPORTUNITY SCHEDULE CAMPUS PRIORITY INCOMPATIBILITY POLITICAL SEQUENCE CAPITAL ASSET TYPE MAINTENANCE TYPE PROCEDURAL SPACE USE Priority #3 Examples ECONOMY/EFFICIENCY OBSOLESCENCE REPAIR vs. REPLACE WORKLOAD � Programs: athletics, day care, parking � Functions: adjacency, $$$ aesthetics, circulation, storage, wayfinding
Capital Planning and Budget Capital Projects and Maintenance: Capital Projects and Maintenance: How to Make Progress? How to Make Progress? WHAT NOW? MAINTENANCE NEED Small Projects � limited scope & budget CAPITAL FUNDING CAPACITY � “band-aid” approach � too small to make real progress on maintenance CAPITAL PROJECT TRACKS All Agency Projects � limited scope & budget SMALL PROJECTS ALL AGENCY PROJECTS MAJOR PROJECTS � “band-aid” approach >= $5K and <= $150K >= $150K and <= $5M >= $500K and <= ∞ � too small to make real progress on maintenance CAPITAL RENEWAL Major Projects >= $5M and <= ? � long lead time � not agile or flexible � maintenance need does not compete well against program needs
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