AMERICAN COUNCIL OF ENGINEERING COMPANIES STATE MARKETS PROGRAM APRIL 11, 2013 EXECUTIVE DIRECTOR KATHERINE CRAVEN University of Massachusetts Building Authority

The University of Massachusetts System - five campuses educating more than 70,700 students UMass Amherst Flagship Campus Land Grant founded in 1863 Nine Schools and Colleges Broad research mission with strengths in Life Sciences, Computer Science and Engineering Enrollment: 28,236 UMass Lowell University closely engaged with regional industries Renowned for technical emphasis such as Engineering, Advanced Materials Sciences and Nano-Manufacturing Enrollment: 16,294 UMass Boston Largest Urban Public University in New England Research focus aligned with Urban Mission – Social Sciences, Education, Life Sciences Enrollment:15,874 UMass Dartmouth Regional University with Liberal Arts and Marine Sciences emphasis University of Massachusetts School of Law established in 2010 Enrollment: 9,210 UMass Worcester Medical Campus Internationally recognized Life Sciences Research Program MD program annually ranked in Top 10 for Primary Care Enrollment: 1,160

Building Authority (UMBA) is governed by a distinct 11-member Board Governance The 11 Board Members are appointed by the Governor 5 Members must be UMass Trustees, all appointed by the Governor 2 Non-UMass Board Members must be alumni of the University Structure and Functions of UMBA Independent authority of the Commonwealth of Massachusetts created to aid and contribute to the performance and mission of the University’s five campuses through: Providing financing for capital projects Facilitating construction and managing ongoing capital projects Overseeing acquisition, disposition, and development of real and personal property for the benefit of the University Projects under management include residence halls, dining commons, science and academic buildings, and other buildings for the use of the University and its affiliates

University Capital Plan Approval Process Master Planning / Needs Assessment Priority Projects for BOT approval – initiated 24 months 5-year Capital Plan presented to BOT Project Development- Multi-disciplinary Review of Scope and Program A&F Evaluation – Funding, Budget, and Project Management Quarterly Board Reviews Project/Pipeline Tracking

Building Authority Integration: UMBA inclusion in early stage and project development CampusUMBADCAM External Support Needs Assessment, Project Prioritization, and Initial Cost Estimates Campus UMBA Team review of Scope, Program, and Design UMBAA&F Review of Funding Alternatives and Project Control Financing Legal Agreements Scheduling Project Management Budget Control Audits Reporting Implementing Best Practices while Offering Increased Service and Strategic Support Early Stage/ Pre-Design Project Development Stage Improved Oversight & Project Management during Design and Construction

C A P I T A L P L A N Capital Plan Overview FY Capital Plan by Project Type The University Trustees have reviewed and approved a five-year approximately $3.1 billion capital plan for fiscal years Investing in the University’s capital assets is essential to continuing to improve educational quality at all five UMass campuses and to giving the University’s students the top-notch facilities they all deserve Deferred Maintenance projects represent 33% or $1.02 billion of the total spending projected over the next five years FY Capital Plan Sources of Funds FY Capital Plan Spending by Program Type

UMass Boston Integrated Science Complex (Opening in the fall) Total size: 220,000 gsf Research lab and support space (for biology, chemistry, environmental sciences, physics, and psychology) Undergraduate introductory biology teaching laboratories Interdisciplinary undergraduate sandbox teaching lab Infant cognition lab Two new research centers—the Center for Personalized Cancer Therapy and the Developmental Sciences Research Center UMass Lowell Emerging Technologies & Innovation Center (Opened in October) Total Size: 84,000 sq. ft. Hub of industry partnerships and new manufacturing technologies Core facilities for use in fundamental and translational research with cleanroom spaces, wet lab and engineering lab space, and a plastics processing high bay UMass Amherst Life Sciences Laboratories 144,000 sq. ft. Will provide state-of-the-art research laboratory space for interdisciplinary research clusters Flexible open research labs with equipment alcoves, enclosed support labs, shared platform labs and faculty offices, conference rooms, colloquia, and food serving areas UMass Dartmouth Accelerator for Biomanufacturing Total size: 35,000 sq. ft. Production/Support Space: 25,000 sq. ft. On-site facilities: 4 production suites, Quality Control labs, an R&D suite, training lab, lecture halls, office suite and presentation/public access area State-of-the-Art Campus Research Buildings throughout UMass: Collaborative projects with State

UMass’s Capital Plan includes new construction, deferred maintenance, renovations, and other capital projects across the five campuses: UMBA will finance and manage $1.7 billion of the planned investments Amherst Campus Lowell Campus Boston Campus Worcester Campus Dartmouth Campus

UMBA Active Capital Projects Amherst -- Estimated Project Costs: $386M Demolition of Old Power Plant Commonwealth Honors College Residences McGuirk Stadium Improvements Hampshire Dining Common Champions Center Basketball Facility Lincoln Campus Center Concourse Renovation Furculo--Marks Meadow Renovations Integrated Design Building Boston – Estimated Project Costs: $364M EMK Institute for the United States Senate Healey Library Fire Sprinklers McCormack Hall Classrooms Roof Replacement/Repairs Utility Corridor and Roadway Relocation General Academic Building Harborwalk and Shoreline Stabilization Dartmouth– Estimated Project Costs: $85M Tripp Fitness Center Expansion Biomanufacturing Accelerator SMAST Facility in New Bedford Lowell – Estimated Project Costs: $324M Emerging Technology and Innovation Center Parking Garage North Campus Fox Hall Dining Renovation Parking Garage South Campus Improvements to North Campus Power Plant University Suites Residence Hall University Crossing Student Center Renovation of Bourgeois and Leitch Halls South Campus Dining Worcester : Estimated Project Costs: $430M Albert Sherman Center and Garage Power Plant Expansion

South College Academic Building (A) South Campus Dining (L) RFP for Owner’s Project Manager: Lincoln Campus Center (A) Furcolo Hall (A) Integrated Design Building (A) SMAST (D) Designer Selection/Early Stage Design Champions Center (A) Harborwalk (B) Bourgeois Residence Hall Reno (L) Leitch Residence Hall Reno (L) Construction Manager Selection McGuirk Stadium (A) Hampshire Dining Commons (A) Utilities and Roadway Reconstruction (B) General Academic Bldg (B) Design Development 10

Utility Plant (B) Tripp Fitness Center (D) Hampshire Dining Commons (A) Early Construction/Late Design Commonwealth Honors College Dorm (A) EMK Institute(B) Bioprocessing Accelerator (D) University Crossing (L) University Suites (L) In Mid-Construction Power Plant Demo (A) Emerging Technology and Innovation Center (L) South Garage (L) Sherman Center, Power Plant, and Garage (W) Substantial Completion 11

Pipeline Projects Amherst Campus: South College Academic Facility  Concept: $50M project cost New Electrical Substation  Concept: $40M project cost Isenberg School of Management Expansion  Concept: $40M project cost Boston Campus: 1,00o Bed Residence Halls  Concept: $100M project cost Parking Garage  Concept: $45M project cost Trigeneration Facility  Concept: $28M project cost Substructure and Science Center Demolition  Concept: $15-20M project cost

Pipeline Projects Dartmouth Campus: Classroom, Teaching Labs, and Learning Space Improvements  Concept: $11M project cost New Academic Facility  Concept: $75M project cost Charlton Business School Expansion  Concept: $15-20M project cost Lowell Campus: South Campus Master Plan renovations  Concept: $10-20M project cost Capital Renewal/Deferred Maintenance Program  Concept: $35M project cost