2020 Capital Budget For Architects & Engineers

Transcription

1 2020 Capital Budget For Architects & Engineers What you need to know about the 2020 Capital Budget Process with Minnesota State MINNESOTA STATE May 2018 Greg Ewig, System Director, Capital Development (651) Michelle Gerner, Senior Planner (651)

2 Agenda Part 1: Background on Minnesota State Capital Budget o What is Minnesota State? o Capital Budget history and trends o Working with our campuses Part 2: The Essentials o Schedule, guidelines, deliverables, scoring forms o Predesign requirements and responsibilities o Resources o Questions/discussion 2

3 Part 1: Background What you need to know about the 2020 Capital Budget Process with Minnesota State 3

4 Minnesota State serves more students than UM students served annually sq. ft. total sq. ft. academic space 4

5 Higher education s share of GO bonding has trended down Percent of GO in Bonding Bills 50% 45% 40% 35% 30% 25% 20% 15% 10% 5% 0% 47% 39% 38% 38% 36% 31% 32% 30% 28% 29% 27% 26% 24% 23% 22% 21% 21% 18% 18% 19% 19% 15% 14% 13% 13% 8% Public Higher Education Minnesota State 5

6 Minnesota State capital funding declines* $450.0 $400.0 $396.8 Request Funded $350.0 $350.2 $300.0 $279.8 $278.7 $286.5 $250.0 $234.2 $254.5 $251.9 $224.5 $200.0 $198.5 $150.0 $100.0 $117.1 $106.1 $131.6 $132.1 $151.4 $159.8 $92.3 $50.0 $40.0 $31.9 $0.0 $ $0.0 * * Awaiting the results of 2018 legislative session 6

7 System footprint is bigger, but student enrollment is dropping 29,000,000 28,500,000 28,000,000 27,500,000 27,000,000 26,500,000 26,000,000 25,500,000 25,000,000 24,500,000 24,000,000 25,724,190 26,007,170 26,065,367 Gross Square Footage Compared to FYE 26,672,957 26,792,758 27,248,375 27,978,802 28,038,230 28,042,640 27,835,651 28,675, ,473, , , , , , , , , , ,000 * All GSF FYE 7

8 2020 Capital Budget Guidelines reflect the trends on campuses 1. Update academic spaces. 2. Ease barriers to student success. 3. Prioritize energy efficiency and renewable energy infrastructure. 4. Limit new square footage. 8

9 Part 2: The Essentials What you need to know about the 2020 Capital Budget Process with Minnesota State 9

10 Navigating the Capital Budget Process Schedule Guidelines Campus relations Make a Request Project Prioritization 10

11 Schedule What you need to know about the 2020 Capital Budget Process with Minnesota State 11

12 Milestones are similar to past efforts Guidelines approved Predesign process Project scoring: January Capital Budget list approved Leg. Tours of campuses Legislative session Mar June Sept Dec Mar June Sept Dec Mar June We are here 12

13 Key dates = system office review Guidelines approved Hire predesign consultant Collect data 50% drafts due 95% drafts due Consult w/ campus constituency 100% documents due 2018 Mar April May June July Aug Sept Oct Nov Dec August 1, 2018 Sept. 21, 2018 Nov. 15,

14 50% draft submittal August 2018 Mo Tu We Th Fr Sa Su % System draft office submittal review due 14

15 95% draft Sept Oct Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa Su % draft submittal due Schedule predesign presentation System office review Feedback to campuses 15

16 2020 HEAPR schedule 2019 May: Engage A/E firms to update HEAPR requests Sept. 30: NEW PROJECT: 50% submittals due Nov. 22: NEW PROJECT: 100% submittals due EXISTING PROJECT: Updates due Dec. 18: Publish 2020 HEAPR list 16

17 Managing Campus Expectations What you need to know about the 2020 Capital Budget Process with Minnesota State 17

18 Managing campus expectations Campus Kick Off System Review Submittal May June July August September October November 18

19 Kick off event before faculty leaves Verify scope Honor campus governance process Guidelines Collection of data Review of schedule Clear division of labor Current Future Campus Kick Off Visit with faculty May June July August September October November 19

20 Plan for at least three submittals Key dates Planning review PDF to us Electronic feedback Presentation check in Final submittal 50% 95% 100% System Review System Review Reserved for presentations System Review May June July August September October November 20

21 What s needed for a 2020 Capital Budget Request What you need to know about the 2020 Capital Budget Process with Minnesota State 21

22 Keys to a successful project 1. Summarize key terms of the project 2. Explain what problem it solves 3. How does it meet the strategic framework and capital guidelines? 4. How much does it cost? 5. How is it being delivered? 22

23 Predesign and documentation requirements Project Type HEAPR Project Type of Predesign Required Full Predesign Construction cost over $750K Limited Scope Predesign Construction cost $50K-$750K Additional Documentation Required Narrative and Worksheet Capital (GO) Project All projects n/a Narrative and Workbook Assume funding by July 1,

24 What s needed for submittals Project Narrative (.doc file) Predesign Document (.pdf file) Project Workbook (.xls file) 24

25 25 Your project s CBR

26 Who sees what? Scoring teams Dept. of Admin. MMB, Legislators System leadership Narrative Workbook Predesign Project Analysis CBS Submittal Bonding Book 26

27 Predesigns for previously submitted projects Each predesign must be an all-new, complete document no updates Update predesign to reflect Predesign Guidelines and Minnesota statutes Update cost estimates and schedule 27

28 Predesign Guidelines 28

29 HEAPR Predesign and documentation requirements Project Type HEAPR Project Type of Predesign Required Full Predesign Construction cost over $750K Limited Scope Predesign Construction cost $50K-$750K Additional Documentation Required Narrative and Worksheet Capital (GO) Project All projects n/a Narrative and Workbook Assume funding by July 1,

30 NEW HEAPR project: Documents you ll submit HEAPR Narrative (NEW!) (.doc file) Predesign Document (.pdf file) HEAPR Budget Worksheet (.xls file) 30

31 EXISTING HEAPR project: Documents you ll submit HEAPR Narrative (NEW!) (.doc file) 1-page update (.pdf file) Updated HEAPR Budget Worksheet (.xls file) Predesign Update 31

32 HEAPR Narrative: New! 32

33 HEAPR Narrative: Navigating the form 33

34 HEAPR Budget Worksheet 34

35 Predesign: Areas of emphasis Academic program impacts Sustainability, B3, and renewable energy Cost estimating 35

36 Renewables Academic Programs Pictured: Century College Maker Space 36

37 37 Renewables

38 Predesign: Renewable energy analysis Pictured: sample Summary of Renewable Energy options Pictured: B3, v Appendix E-2b: Levelized Cost of Energy Calculator, Predesign Phase 38

39 Capital Project Costs 39

40 Core Assumptions for costs Capital Projects Costs as of July 2018 July 1, 2020 funding Subject to B3 v 3.0 compliance is not optional Factor in operational requirements (B3) HEAPR Costs as of July 2018 State does not allow inflation of HEAPR projects July 1, 2020 funding Consider phasing give campuses options 40

41 Account for B3 Compliance cost in predesign Predesign Submittal requirements (listed in v. 3.0) Owner s Project Requirements* Commissioning scope and budget Safety risk assessment Comprehensive planning workshop Programming workshop Construction contingency 0.25% to meet 2030 Energy Standards Ops* Critical site information Stormwater management incl contaminant load* Predesign LCOE calculator documenting two systems evaluated (including at least one PV) for meeting 2% of annual energy demand. 41

42 Other possible B3 impacts in predesign Establish water efficiency goals Calculate glazing percentage Ecological assessment Infrastructure assessment to increase density Comparative evaluation against at least two alternate sites Consult with local jurisdiction regarding brownfield redevelopment and proposed remediation plan Identify areas for dedicated transportation amenities (bike racks, shower facilities, alternative fuel stations) Onsite Fire suppression system Identification of product types used in project 42

43 Project Workbook: Navigating the form 43

44 Project Workbook: B3 Fees 44

45 Project Workbook: Debt Service 45

46 Capital Project Scoring What you need to know about the 2020 Capital Budget Process with Minnesota State 46

47 The Strategic Framework 1.Ensuring access to an extraordinary education for all Minnesotans 2.Being the partner of choice to meet Minnesota s workforce and community needs 3.Delivering to students, employers, communities, and taxpayers the highest value/most affordable option 47

48 Primary scoring form Newly reorganized Some scoring criteria revised or eliminated Some new criteria 48

49 Primary scoring form: New bonus points 49

50 Scoring form - new net square footage Over 5,000 new net sq. ft. In addition to primary scoring form Max. 35 points 50

51 2020 Capital Budget Guidelines reflect the trends on campuses 1. Update academic spaces. 2. Ease barriers to student success. 3. Prioritize energy efficiency and renewable energy infrastructure. 4. Limit new square footage. 51

52 Resources/Websites Facilities website Vendor opportunities Key capital budget information: Capital Budget web page Schedule Capital Budget Instructions Minnesota State Predesign Guidelines 52

53 Who to contact for questions Greg Ewig, System Director, Capital Development (651) Michelle Gerner, Senior Planner (651)

54 THANK YOU 30 East 7th Street St. Paul, MN MINNESOTA STATE IS AN AFFIRMATIVE ACTION, EQUAL OPPORTUNITY EMPLOYER AND EDUCATOR.