May 2018 2020 Capital Budget For Architects & Engineers · Your project’s CBR. 26. Who sees what?...
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May 2018 2020 Capital Budget For Architects & Engineers What you need to know about the 2020 Capital Budget Process with Minnesota State MINNESOTA STATE Greg Ewig, System Director, Capital Development (651) 201-1775 [email protected] Michelle Gerner, Senior Planner (651) 201-1531 [email protected]
Transcript of May 2018 2020 Capital Budget For Architects & Engineers · Your project’s CBR. 26. Who sees what?...
May 2018
2020 Capital Budget For Architects & EngineersWhat you need to know about the 2020 Capital Budget Process with Minnesota State
MINNESOTA STATE
Greg Ewig, System Director, CapitalDevelopment(651) [email protected]
Michelle Gerner, Senior Planner(651) [email protected]
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Agenda• Part 1: Background on Minnesota State Capital Budget
o What is Minnesota State?o Capital Budget history and trendso Working with our campuses
• Part 2: The Essentialso Schedule, guidelines, deliverables, scoring formso Predesign requirements and responsibilitieso Resourceso Questions/discussion
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Part 1: BackgroundWhat you need to know about the 2020 Capital Budget Process with Minnesota State
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students served annually
Minnesota State serves more students than UM
sq. ft. total
sq. ft. academic space
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38%39%
47%
30%27%
38%
31%
26%
36%
32%
28% 29%
22%21%
23%21%
18%15%
24%
18%
13%
19% 19%
14% 13%
8%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
2000 2002 2003 2005 2006 2008 2009 2010 2011 2012 2014 2015 2017
Public Higher Education Minnesota State
Higher education’s share of GO bonding has trended down
Perc
ent o
f GO
in B
ondi
ng B
ills
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Minnesota State capital funding declines*
$350.2
$117.1
$396.8
$279.8 $278.7
$151.4
$286.5
$198.5
$254.5 $251.9
$224.5 $234.2
$40.0
$106.1
$131.6 $132.1
$0.0
$159.8
$31.9
$0.0
$92.3
$0.0
$50.0
$100.0
$150.0
$200.0
$250.0
$300.0
$350.0
$400.0
$450.0
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Request Funded
* Awaiting the results of 2018 legislative session
*
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System footprint is bigger, but student enrollment is dropping
*
25,724,190
26,007,170 26,065,367
26,672,957 26,792,758
27,248,375
27,835,651 27,978,802 28,038,230 28,042,640
28,473,676 28,675,891.00
115,000
120,000
125,000
130,000
135,000
140,000
145,000
150,000
155,000
160,000
24,000,000
24,500,000
25,000,000
25,500,000
26,000,000
26,500,000
27,000,000
27,500,000
28,000,000
28,500,000
29,000,000
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Gross Square Footage Compared to FYE
All GSF FYE
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1. Update academic spaces.
2. Ease barriers to student success.
3. Prioritize energy efficiency and renewable energy infrastructure.
4. Limit new square footage.
2020 Capital Budget Guidelines reflect the trends on campuses
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Part 2: The EssentialsWhat you need to know about the 2020 Capital Budget Process with Minnesota State
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Navigating the Capital Budget Process
• Schedule• Guidelines• Campus relations • Make a Request• Project
Prioritization
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Schedule What you need to know about the 2020 Capital Budget Process with Minnesota State
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Milestones are similar to past efforts
2018 2019 2020Mar June Sept Dec Mar June Sept Dec Mar June
Guidelines approvedPredesign processProject scoring:January 20192020 Capital Budget list approvedLeg. Tours of campuses
Legislative session
We are here
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Key dates = system office review
2018Mar April May June July Aug Sept Oct Nov Dec
Guidelines approved
Hire predesign consultant
Collect data
50% drafts due
95% drafts due
Consult w/ campus constituency
100% documents due
August 1, 2018
Sept. 21, 2018
Nov. 15, 2018
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50% draft submittal
50% draft submittal due
Mo Tu
August 2018We Th Fr Sa Su
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
System office review
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95% draft
Mo Tu
Sept. 2018We Th Fr Sa Su
1 23 4 5 6 7 8 910 11 12 13 14 15 1617 18 19 20 21 22 2324 25 26 27 28 29 3031
95% draft submittal dueSchedule predesign
presentation
Mo Tu
Oct. 2018We Th Fr Sa Su
1 2 3 4 5 6 78 9 10 11 12 13 14
15 16 17 18 19 20 2122 23 24 25 26 27 2829 30 31
System office reviewFeedback to campuses
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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
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Managing Campus ExpectationsWhat you need to know about the 2020 Capital Budget Process with Minnesota State
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Managing campus expectations
Campus Kick Off
System Review Submittal
May June July August September October November
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• Verify scope • Honor campus governance process• Guidelines • Collection of data • Review of schedule • Clear division of labor
Campus Kick Off
FutureCurrent
May June July August September October November
Kick off event before faculty leaves
Visit with faculty
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• Key dates • Planning review • PDF to us • Electronic feedback• Presentation – check in • Final submittal
System Review
50% 95% 100%
System Review System Review
May June July August September October November
Plan for at least three submittals
Reserved for presentations
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What’s needed for a 2020 Capital Budget Request What you need to know about the 2020 Capital Budget Process with Minnesota State
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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?
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Predesign and documentation requirements
Assume funding by July 1, 2020.
Type of Predesign Required Additional Documentation
RequiredProject Type Full Predesign Limited ScopePredesign
HEAPR Project
Constructioncost
over $750K
Constructioncost
$50K-$750K
Narrative and Worksheet
Capital (GO) Project All projects n/a Narrative and
Workbook
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What’s needed for submittals
Predesign Document(.pdf file)
Project Narrative(.doc file)
Project Workbook(.xls file)
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Your project’s CBR
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Who sees what?Scoringteams
Dept. of Admin.
MMB, Legislators
System leadership
Narrative ●Workbook ● ●Predesign ● ●ProjectAnalysis ●CBS Submittal ● ●Bonding Book ● ●
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Predesigns for previously submitted projects
• Each predesign must be an all-new, complete document – no “updates”
• Update predesign to reflect Predesign Guidelinesand Minnesota statutes
• Update cost estimates and schedule
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Predesign Guidelines
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HEAPR Predesign and documentation requirements
Assume funding by July 1, 2020.
Type of Predesign Required Additional Documentation
RequiredProject Type Full Predesign Limited ScopePredesign
HEAPR Project
Constructioncost
over $750K
Constructioncost
$50K-$750K
Narrative and Worksheet
Capital (GO) Project All projects n/a Narrative and
Workbook
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NEW HEAPR project:Documents you’ll submit
Predesign Document(.pdf file)
HEAPR Narrative(NEW!) (.doc file)
HEAPR Budget Worksheet (.xls file)
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EXISTING HEAPR project:Documents you’ll submit
1-page update(.pdf file)
HEAPR Narrative(NEW!) (.doc file)
Updated HEAPR Budget Worksheet (.xls file)
PredesignUpdate
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HEAPR Narrative: New!
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HEAPR Narrative: Navigating the form
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HEAPR Budget Worksheet
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Predesign: Areas of emphasis
Academic program impacts
Sustainability, B3, and
renewable energy
Cost estimating
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RenewablesAcademic Programs
Pictured: Century College Maker Space
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Renewables
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Predesign: Renewable energy analysis
Pictured: B3, v. 3.0 -Appendix E-2b: LevelizedCost of Energy Calculator, Predesign Phase
Pictured: sample Summary of Renewable Energy options
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Capital Project Costs
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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
Core Assumptions for costs
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• 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.
Account for B3 Compliance cost in predesign
Predesign Submittal requirements (listed in v. 3.0)
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• 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
Other possible B3 impacts in predesign
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Project Workbook: Navigating the form
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Project Workbook: B3 Fees
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Project Workbook: Debt Service
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Capital Project ScoringWhat you need to know about the 2020 Capital Budget Process with Minnesota State
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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
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Primary scoring form
• Newly reorganized
• Some scoring criteria revised or eliminated
• Some new criteria
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Primary scoring form: New bonus points
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Scoring form - new net square footage
• Over 5,000 new net sq. ft.
• In addition to primary scoring form
• Max. 35 points
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1. Update academic spaces.
2. Ease barriers to student success.
3. Prioritize energy efficiency and renewable energy infrastructure.
4. Limit new square footage.
2020 Capital Budget Guidelines reflect the trends on campuses
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Resources/Websites
• Facilities website• Vendor opportunities• Key capital budget information:
– Capital Budget web page
– Schedule
– Capital Budget Instructions
– Minnesota State Predesign Guidelines
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Who to contact for questions
Greg Ewig, System Director, Capital Development(651) [email protected]
Michelle Gerner, Senior Planner(651) [email protected]
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THANK YOU30 East 7th Street
St. Paul, MN 55101
651-201-1800888-667-2848
MINNESOTA STATE IS AN AFFIRMATIVE ACTION, EQUAL OPPORTUNITY EMPLOYER AND EDUCATOR.
