Presentation to the Senate Finance

Committee

Special Higher Education Study Subcommittee

February 2013

Presentation to the Senate Finance

Committee

Special Higher Education Study Subcommittee

February 2013

FRANCIS MARION

UNIVERSITY

ContentsI. The University

A. Description and Demographics (Student Profile)B. Physical Plant

Evolutionary Growth Construction, Acquisition, and Renovation

II. Maintenance and Deferred Maintenance

III. Approach and Process to Identifying Maintenance and Deferred Maintenance Projects

A. Facilities Condition Survey and Infrastructure Maintenance Needs Report

B. Practical University Approach

IV. University Capital Projects and Maintenance Account

A. UsesB. Means of Account Accrual

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Contents

V. Deferred Maintenance Funding in 2012-13 Appropriations

A. AmountB. Sample Uses

VI. Summary of Additional Funding Requested for Deferred Maintenance FY 2013-2014

VII.Summary and Conclusion

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I. The UniversityA. Description and DemographicsStudent Profile

Enrollment ………………………….. 4,093

In-State Enrollment ………………. 95%

Minority Enrollment ………………. 45%

Female Enrollment ………………... 67%

1st Generation College Enrollment 37%

Receiving Financial Assistance …. 87%

Alumni ……………………………....... 19,000

Alumni in SC …………………………. 79%

Alumni in Pee Dee ………………….. 56%

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B. Physical Plant

University Founded in 1970.

1970 19902013

Acreage 100 300 475

Number of Buildings 3 45 63

Estimated Worth $930K $53.6M $236.7M

2013 Notes:1. Includes buildings for resident housing for 1547 students2. Two buildings in downtown Florence, one of which is a 70,000

square foot Performing Arts Center.

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B. Physical Plant, Cont’d

Construction Since 2000 Outdoor Pool (2001) Faculty/Alumni Cottage (2003) Villas Apartments & Community Center (2004) Nursing Building (2006) The Grille (2006) Villas Apartments Phase 2 (2007) The Center for the Child (2008) Performing Arts Center (2011) Athletic Complex (2012)

Acquisitions Since 2000 Pee Dee Education Center (2003) 109 acres West of Campus (2005) FMU Education Foundation Building (2007)

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B. Physical Plant, Cont’d

Renovations Since 2000 Lowrimore Auditorium (2003) Tennis Courts (2003) Chapman Auditorium (2007) Founders Hall/CEMC Interior (2007) University Center Pool (2008) Ervin Dining Hall (2011) Founders Hall Exterior (2011) University Center (2012)

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Maintenance – Keeping fixed assets in acceptable condition.

Includes: Preventive Maintenance (Annual and Periodic) Normal Repairs Replacement of parts and structural

components. Other activities to preserve the assets.

Deferred maintenance and repairs include the part of facilities maintenance activities that are:

Postponed to align institutional priorities or plans Postponed to achieve maximum benefit/savings

through a more comprehensive project Postponed due to lack of available funding that

can be used toward such needs

II. Maintenance and Deferred Maintenance

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III. Approach and Process to Identifying Maintenance and Deferred Maintenance Projects

A. Facilities Condition Survey and Infrastructure Maintenance Needs Report

Each required by CHE every three years.

Useful to the University to determine: Facility conditions: result of inspections

summarized for overview of total facility conditions.

Deficiency costs: summarized by components and subsystems, priority and facility.

Major repairs and renovations: summarized by cost, priority and facility.

Departmental Needs: Renovations or realignment of programs.

Integration of facilities planning into financial planning and budgeting.

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B. Practical University Approach

Whether an issue becomes a deferred maintenance project depends on two criteria: Are funds available to fix the issue now Can we extend the operability of the system; for

example: repair roof leaks versus replace the roof.

Maintain a prioritized list of deferred maintenance projects using the Building Condition Survey and Infrastructure Maintenance Needs Report as a basis.

Execute when funds become available

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IV. University Capital Projects and Maintenance Account

A.Uses Account used for small capital projects,

renovations, unforeseen repairs, and dealing with extraordinary maintenance emergencies and most immediate deferred maintenance needs.

Examples – Construction of a new Office Services Building

to replace a structure built in the early 1960s. Unexpected replacement of sewer lines under

Ervin Dining Hall.

B.Means of Account Accrual As part of required tuition and fees, $10 per

credit hour up to a maximum of $100 is set aside to fund this account per semester.

Investment income. Non-recurring funds periodically appropriated by

the General Assembly

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V. Deferred Maintenance Funding in 2012-13 Appropriations

A. Amount – Capital Reserve Fund Appropriations - $1.1M Lottery Funds - $.5M Total - $1.6M

B. Sample Uses Library HVAC Replacement Roof Repairs Sidewalk Repair Indoor Pool Valve Replacement Parking Lot Resurfacing Fine Arts Theater Refurbishment Fine Arts Pipe Insulation Replacement Academic Building Water Heater Replacement Boiler House Valve Replacement Science Facilities Interior Renovations

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VI. Summary of Additional Funding Requested for Deferred Maintenance for FY2013-14

1. Roof Replacement: Academic Buildings $1,250,000

2. Roof Replacement: Residences Halls $475,000

3. Parking Lot Repair $260,000

4. Storm Drainage Improvement $195,000

5. Well/Pump/Irrigation Replacement $200,000

6. Asbestos Abatement Academic Bldg. $250,000

7. HVAC Replacement Academic Bldg.$125,000

8. Generator Replacement & Add’l Power: Campus $ 80,000

9. Water Heater/Plumbing/Sewer Repair: 4 Bldgs. $ 88,000

10. Ductwork/Pipe Insulation/ Painting: Campus $ 32,500

11. Miscellaneous Repairs$189,500

____________________________________________________________________________________________________________________________________

Total Requested $3,145,000

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VII Summary and Conclusions Believe we are good stewards of the fiscal,

capital and real assets we are fortunate to have.

Rapid growth of the University has made it incumbent to implement a concentrated and efficient approach to: Manage the Physical requirements of maintaining

a continually aging physical plant. Maintain the means to adequately care for the

upkeep of our newest facilities. Provide an environment that is aesthetically

pleasing and well suited to the teaching and education of our students.

Most grateful for any appropriations the Legislature could fund to assist us in achieving our objectives.

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