1 Sightlines LLC FY11 Facilities Measurement Benchmarking & Analysis Presentation Wesleyan University Date :November 18 th 2011 University of Illinois at Urbana Champaign The University of Maine University of Maine at Augusta University of Maine at Farmington University of Maine at Machias University of Maine at Presque Isle University of Maine at Fort Kent University of Maryland University of Massachusetts Amherst University of Massachusetts Boston University of Massachusetts Dartmouth University of Massachusetts Lowell University of Michigan University of Minnesota University of Missouri University of Missouri - Kansas City University of Missouri - St. Louis University of New Hampshire University of New Haven University of Notre Dame University of Oregon University of Pennsylvania University of Portland University of Redlands The University of Rhode Island, Narragansett Bay The University of Rhode Island, Feinstein Providence The University of Rhode Island, Kingston University of Rochester University of San Diego University of San Francisco University of St. Thomas (TX) University of Southern Maine University of Toledo University of Vermont Upper Iowa University Utica College Vassar College Virginia Commonwealth University Virginia Department of General Services Wagner College Wellesley College Wesleyan University West Chester University of Pennsylvania West Virginia University Western Oregon University Wheaton College (MA)
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Sightlines LLC FY11 Facilities Measurement Benchmarking & Analysis Presentation Wesleyan University Date :November 18th 2011
University of Illinois at Urbana Champaign The University of Maine
University of Maine at Augusta University of Maine at Farmington
University of Maine at Machias University of Maine at Presque Isle
University of Maine at Fort Kent University of Maryland
University of Massachusetts Amherst University of Massachusetts Boston
University of Massachusetts Dartmouth University of Massachusetts Lowell
University of Michigan University of Minnesota
University of Missouri University of Missouri - Kansas City
University of Missouri - St. Louis University of New Hampshire
University of New Haven University of Notre Dame
University of Oregon University of Pennsylvania
University of Portland University of Redlands
The University of Rhode Island, Narragansett Bay The University of Rhode Island, Feinstein Providence
The University of Rhode Island, Kingston University of Rochester University of San Diego
University of San Francisco University of St. Thomas (TX)
University of Southern Maine University of Toledo
University of Vermont Upper Iowa University
Utica College Vassar College
Virginia Commonwealth University Virginia Department of General Services
Wagner College Wellesley College
Wesleyan University West Chester University of Pennsylvania
West Virginia University Western Oregon University
Wheaton College (MA)
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Sightlines Profile
10 year old company based in Guilford, CT 95% Annual retention rate Tracking $5.9 billion in operations budgets and $4.2 billion in capital projects Database of 23,500 buildings and 825 million GSF
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Background The Return on Physical Assets – ROPASM
Annual Stewardship
The annual investment needed to ensure buildings will properly perform and reach their useful life. “Keep-Up Costs”
Asset Reinvestment
The accumulated backlog of repair and modernization needs and the definition of resource capacity to correct them. “Catch-Up Costs”
Operational Effectiveness
The effectiveness of the facilities operating budget, staffing, supervision, and energy management.
Service
The measure of service process, the maintenance quality of space and systems, and the customers opinion of service delivery.
Asset Value Change Operations Success
Developed a tool based on: • Common vocabulary • Consistent analytical methodology • Credibility through benchmarking
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Background The Return on Physical Assets – ROPASM
Annual Stewardship
Major Maintenance Planned Maintenance
Asset Reinvestment
Capital Projects CHEFA Gifts
Operational Effectiveness
Operating Budget & Expenditures Staffing Levels Energy Cost & Consumption
Service
Campus Inspection Service Process Scores Customer Satisfaction Survey
Asset Value Change Operations Success
Developed a tool based on: • Common vocabulary • Consistent analytical methodology • Credibility through benchmarking
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Campus portfolio facts
Residential, 1,217,408
Academic / Administrative
, 1,146,275
Athletic, 243,925
Student Life, 139,342
Support, 86,744
Distribution of Square Footage by Function
Campus Portfolio Stats: Building Count: 311 GSF: 2,853,694 Total Acreage: 316 Maintained Acreage: 219
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Comparison Institutions
Peer Institutions
Amherst College
Brown University
Dartmouth College
Middlebury College
Tufts University – Medford
Vassar College
Williams College
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Understanding the impact of unique space
-
200
400
600
800
1,000
1,200
1,400
A B Wesleyan D E F G H
GSF
/ St
uden
t
Space / Student
To get to peer average: •Add 150 Students •Remove 150 K GSF
*Planned Enrollment Growth: +60 Students *Class of 2015 short – term spike
Change in campus square footage from 2002: (+ 1 %) Change in campus building count from 2002: (- 18 %)
2.8 M 2.9 M 375
311
In FY11, there were 249 main campus and 62 rental property buildings
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Numerous small buildings reflected in building intensity
Removing 164 buildings would bring Wesleyan to peer average.
Impacts of higher building intensity: •Lower operational efficiency – Travel time, Independent Building systems •Higher capital investment needs – More Roofs, windows, heating systems, etc. •Lower energy efficiency
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Renovation age of campus significantly older than peers
0% 5%
10% 15% 20% 25% 30% 35% 40% 45% 50%
Less than 10 Years
10 - 25 Years 25-50 Years Over 50 Years %
of S
pace
Peers FY 2011 FY 2011
Campus Renovation Age FY2011 2%
98%
Wesleyan Campus Age 2004
11%
89%
Wesleyan Campus Age 2011
% of Space over 25 Years Old:
Peers: 53% Wesleyan: 89%
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Similar investment, despite older campus profile
Recurring Funding Sources Major Maintenance Planned Maintenance
One – time Sources CHEFA projects Capital Projects Gifts
Total Project Spending – Annual Stewardship vs. Asset Reinvestment
Total Annual Stewardship $/GSF Total Asset Reinvestment $/GSF
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$32.2
$12.0 $9.0
$11.7
$4.1
$0.00
$5.00
$10.00
$15.00
$20.00
$25.00
$30.00
$35.00
3% Replacement Value Life Cycle Need (Equilibrium)
Functional Obsolescence (Target)
$ in
Mill
ions
Envelope/Mechanical Space/Program
Life cycle is discounted for the coordination of modernization
and renovation
FY2011 Stewardship Targets
Defining stewardship investment target
$32.2M $23.7M $13.1M
Wesleyan Building Replacement Value = $1.1B
Industry Standard Sightlines Recommendation
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3 Year Reduction in Major Maintenance – Increasing Backlog
$-
$2
$4
$6
$8
$10
$12
$14
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
$ in
Mill
ions
Envelope/Mechanical Space/Program Target Need
Recurring Capital Investment vs. Target Need
$2.5M
Approximately $42 Million of work has been deferred over the last 10 years
$2.6M $2.7M $3.1M $2.7 M $3.7M $4.6M $5.4M
$8.2M
$6.0M
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Peers also experiencing reductions in funds In 2010, Wesleyan was still spending above peer average despite reductions
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$0.0
$5.0
$10.0
$15.0
$20.0
$25.0
$30.0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
$ in
Mill
ions
Annual Stewardship Asset Reinvestment
Investments have returned to the target zone in FY11 Strong investments historically
Increasing Backlog
Decreasing Backlog
(Major Maintenance, Planned Maintenance)
(Capital Projects, CHEFA, Gifts)
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Funding changes reflected in backlog Maintaining service levels will be challenged with an increasing backlog of needs
•Wesleyan’s backlog is approximately 30% higher than peers •Major Maintenance should be used to stabilize backlog •One-time capital should be used to buy down backlog
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Facilities Operating Budget Similar to peers
•Wesleyan had a 25% reduction in Utility Costs from FY09 •Cogen start-up contributed to FY09 utility cost increase & subsequent decrease •Daily Service and PM are at similar levels to peers
*Increased costs associated with Storms cause an increase in Daily Service costs FY11
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Effectiveness of maintenance staffing higher than peers Highest general repair scores in peer group despite fewer resources
1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0
Peer Average Wesleyan
General Repair Inspection
2009 2010 2011
•Wesleyan has fewer trades workers/GSF •Inspection scores have been maintained •Wesleyan has highest General Repair scores of the peer group
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Strong performance with fewer resources
1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0
Peer Average Wesleyan
Cleanliness Inspection
2009 2010 2011
•Wesleyan has fewer custodians workers/GSF •Lower custodial material costs •Maintaining a higher cleanliness score than peers
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First Impressions, lasting Impressions helping grounds scores
1.0 1.5 2.0 2.5 3.0 3.5 4.0 4.5 5.0
Peer Average Wesleyan
Grounds Inspection
2009 2010 2011
•Reduced grounds staff in recent years •Significantly less landscape materials $ than peers •Grounds improvement plan has yielded higher inspection scores
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Campus shows well versus Selective Liberal Arts peers
1.0 2.0 3.0 4.0 5.0
Cleanliness Inspection Scores
1.0 2.0 3.0 4.0 5.0
Grounds Inspection Scores
1.0 2.0 3.0 4.0 5.0
General Repair Inspection Scores
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Wesleyan has significantly decreased consumption versus peers
*FY11 had 15% more Heating degree days compared to FY10