University of Idaho Permanent Building Fund & the Annual Capital Budget Request Process Campus Planning Advisory Committee April 8, 2011 Raymond Pankopf, NCARB Director, Architectural & Engineering Services UI Facilities

Changing Face of Campus – Overview UI Long Range Campus Development Plan Coordinates with UI Strategic Plan Guides all campus development Provides a framework to guide the vision

Changing Face of Campus – Planning Drivers Stewardship

Changing Face of Campus – Stewardship “The University as a whole, both grounds and buildings, without any suggestion of lavishness or over decoration, ought to exhibit clearly, in all its outward appearance, the fact that it is the place of work and residence of cultivated and careful people.” -John Charles Olmsted Letter to University of Idaho President James MacLean, 1908

Changing Face of Campus – Stewardship “Regardless of age or academic discipline, the one common feature that binds all who have spent time at the University of Idaho is the physical character of the place. This plan is a handshake pact with future generations that we will preserve and pass along the legacy of beauty and order.” - Robert Hoover President, University of Idaho LRCDP Overview, 2000

Changing Face of Campus – Stewardship “The University of Idaho is mindful of its stewardship role to carefully manage and demonstrate accountability for campus resources.” - Discussion LRCDP Goal 9: Effective LRCDP Policies, 2000

Changing Face of Campus – Capital Improvements Program Funding & Fund Sources, University of Idaho Capital Improvements Total value of all completed Capital Improvement Projects, New, Renovation or Alteration & Repair, Total Project Costs over $500,000 per project, Statewide, 1990 thru 2010: $390,000,000 Fund Sources: State (PBF):$ 88,000,00023% Federal:$ 39,000,00010% University of Idaho:$ 263,000,00067%

Changing Face of Campus – PBF State of Idaho Permanent Building Fund Created in 1961 Original fund source was $10 “Head Tax.” Oversight by the Permanent Building Fund Advisory Council (PBFAC) 5 Members, Gubernatorial Appointment: 1 State Senator, 1 State Representative, 1 Contractor, 1 Banker, 1 Businessperson

Changing Face of Campus – PBF State of Idaho Permanent Building Fund Current Fund Sources $10 “Head Tax” $5 mil/year State Sales Tax Fund Cigarette Tax allocation (17.3%) Beer Tax allocation (33%) 50% of State Lottery Earnings Interest Earnings on PBFAC proceeds as invested by the State Treasurer Interest Earnings on the Budget Stabilization Fund.

Changing Face of Campus – PBF State of Idaho Permanent Building Fund Issues $10 “Head Tax” in 1961 – still $10 today. But… $10 in 1961 inflates to $75 today Many more agencies reliant on PBF for Capital Building needs now than in State Board of Ed (except K12); Dept of Admin; Dept of Corrections; Dept of Health and Welfare; State Historical Society; Idaho State Police; Dept of Juvenile Corrections; Dept of Land; Division of Military; Dept of Parks and Rec; Division of Veterans Services, etc. Bond Debt Repayment Reallocations

Changing Face of Campus – PBF State of Idaho Permanent Building Fund Available Revenues for Capital Construction (State-wide, all Agencies): CategoryFY 2011FY2012 Major Capital$ 2,612,000$ 3,190,000 Alterations & Repair$ 18,505,600$ 16,350,500 ADA Compliance$ 800,000$ 800,000 ACM Abatement$ 500,000$ 505,000 Recently passed Senate Bill 1201 transfers $7,000,000 from the PBF to the General Fund. This will be covered by transferring $4 mil from the FY 2012 major Capital allocations plus $3 mil from the contingency fund.

Changing Face of Campus – PBF State of Idaho Permanent Building Fund University of Idaho PBF Projects for FY 2011 (Funded) Alterations & Repair Renfrew Hall Emergency Generator$ 846,600 Perimeter Drive Pedestrian & Street Lighting$ 429,400 Rayburn Street Utilities Improvements$ 900,000 General Education Bldgs Seismic Evaluation (LS)$ 250,000 Gibb Hall Replace Roof$ 225,000 Gauss-Johnson Replace Roof$ 225,000 $ 2,876,000 ADA Compliance WRC New Elevator Admin & Classroom Core$ 481,600

Changing Face of Campus – PBF State of Idaho Permanent Building Fund University of Idaho PBF Projects for FY 2012 (as of 7 Apr 11) Alterations & Repair Memorial Gym Tower Repairs (LS)$ 200,000 Administration Building HVAC$ 984,200 Niccolls Building HVAC$ 766,300 CNR Building Replace Roof$ 695,300 Line Street Electrical Station Demolition$ 121,800 KUID & JAMM Comm Dish Demolition$ 45,000 $ 2,812,600 ADA Compliance UNK at this time. ADA Funds Distribute in July.$

Changing Face of Campus – University of Idaho Funding University of Idaho Funding vs. Benchmarks APPA/1990 State of U Idaho Item Idaho Blue Ribbon Actual Building Maintenance 1.5% of CRV.53% of CRV Expenses Capital Repair & 1.5% of CRV.45% of CRV Renewal Expenses Given a current CRV of $777,000,000, U Idaho is underfunded by $7,500,000 per year for Building Maintenance Expenses and underfunded by $8,200,000 per year for Capital Repair & Renewal Expenses.

Changing Face of Campus – University of Idaho Funding University of Idaho Funding vs. Benchmarks Recent Benchmarking Analysis by Kimi Lucas, University of Idaho Budget Office (March, 2011) Overall Facilities Funding (Excluding Utilities) University of Idaho Peer AverageNational APPA Average $/CRV1.11%1.9%2.3% $/GIE2.97%4.9%7.3% $/GSF$3.37$5.12$5.08

Changing Face of Campus finis Questions?