1. Asset Planning & Optimization Capital Renewal Strategies
Title page of first call presentation.
The title of your presentation should be a captivating call to action that reflects the challenges and opportunities facing your prospective client. Maximum: 3-4 words.
Suggested Speaking Points
Thank you for the opportunity to introduce our selves to you.
I’ve prepared a short presentation and would be happy to answer your questions as I go through it.
September 27, 2005

2. Agenda Typical Needs The Approach The Outcomes
The agenda for this presentation.
Suggested Speaking Points
In my brief presentation, I’ll be providing an industry snap shot and sharing with you how other companies are handling some of the very same challenges that you are.
I’m going to spend a little time introducing our company and our approach to facility asset renewal, leaving plenty of time for questions and general discussion at the end.

3. Today’s Environment On-going building deterioration
Shrinking capital renewal allowances
Reduced operational budgets
Desire for extended building life
Changes resulting from occupant demands
This slide demonstrates Ameresco Canada’s knowledge of the industry and starts to frame the problem for the audience.
Suggested Speaking Points
Canada has an aging infrastructure. This challenge faces both the public and private sector.
Our research shows that the facility condition index is poor for x per cent nationally. Poor means an FCI of between 10 and 20 per cent. The facility condition index is calculated by dividing the maintenance backlog of a facility by its replacement value.
Renewal requirements escalate rapidly when a building gets to 30 years of age. The current cost to maintain assets: $2 per square foot (Source: xxx, year)
Most organizations are paying somewhere in the range of 30 cents per square foot more than is necessary for operating expenditures (utility) because of aging assets, deferred maintenance due to current budget/cash problems.
Unfunded liability is estimated to be growing at $x million per week across all sectors.

4. The Age Profile
Unplanned future risk affecting capital renewal & operational budgets
Currently affecting
deferred maintenance
& renewal budgets
Basis for funding practices
Area
The slide further demonstrates the challenge of age, the need for renewal and the impact of deferred renewal.
Suggested Speaking Points
This slide shows quite graphically why a strategic plan is required to allocate capital effectively.
Construction Year

5. Strategic Objectives Balance renewal needs with available funding
Convert energy waste to help fund capital renewal
Develop proactive asset management strategies
Goal: Infrastructure Preservation
Asset Sustainment
Capital Renewal Management

6. $$$ $$ $ Maximizing Asset & Renewal Strategies
Quantify Needs (Ops/Cap)
5 Year Capital Plan
Develop Asset Framework
Energy Savings / Strategies
Evaluate Solutions / Strategies
Present Business Case
IMPLEMENTATION
$$$
STRATEGY /
SOLUTION
NEED $ $$
Project management
Project delivery
Relate to Renewal Plan
Monitor results
Manage Capital Plan
New opportunities
[The first slide is meant to have a direct and immediate impact on the audience.]
Here's what DukeSolutions can do for you. 4

7. Quantifying Need Establish Renewal Needs /Operational Needs
Develop a capital planning framework / process
Asset Condition Assessment Process
Assess operational / organizational needs
Establish 5-year/25 year Capital Plan
Establish outputs / reports

8. Building Condition Assessment
ELECTRICAL
Power & Distribution
Interior Lighting
Exterior Lighting
Emergency Power
Fire Alarm System
Comm / IT systems
Security Systems
Clock Systems
MECHANICAL
Heating Systems
Ventilation Systems
Air Conditioning
Plumbing/Drainage
Building Controls
Fire Prevention
PROPERTY / SITE
Roadways / Driveways
Paving & Walkways
Retaining Walls
Landscaping
Fencing
Underground Utilities
ARCHITECTURAL/ STRUCTURAL
Roofing, Windows, Ext. Doors
Foundation & Exterior Walls
Flooring & Ceilings
Interior Walls/Doors/Millwork
Painting & Window Coverings
Accessories & Equipment

9. $ Unfunded Liability Cumulative Cost vs. Funding
[The first slide is meant to have a direct and immediate impact on the audience.]
Here's what DukeSolutions can do for you. 4

10. Step 2: Strategies / Solutions
Establish Renewal “Reduction” Strategies to Reduce Risk and Capital Renewal Liabilities
Establish strategies that reduce renewal need
Present solutions that outline full range of operational solutions and increased revenue opportunities
Create effective business plan
Develop communication plan

11. “Strategic Opportunities”
Increased Revenue
Awareness / Communication Strategies
Internal request for additional funds
Re-allocation of funds
Internal renewal strategies – cost reductions
Energy optimization
Accommodation / Asset Consolidation
Maintenance Management
Bulk purchasing
Renewal offsets
Etc.

12. $ Unfunded Liability Cumulative Cost vs. Funding
[The first slide is meant to have a direct and immediate impact on the audience.]
Here's what DukeSolutions can do for you. 4

13. $ Reduced Unfunded Liability Cumulative Cost vs. Funding
[The first slide is meant to have a direct and immediate impact on the audience.]
Here's what DukeSolutions can do for you.
Renewal Reduction 4

14. (Longer Term Operational Optimization)
Cumulative Cost vs. Funding
Reduced
Liability $
Renewal Reduction
(Longer Term Operational Optimization)
[The first slide is meant to have a direct and immediate impact on the audience.]
Here's what DukeSolutions can do for you. 4

15. Step 3: Implementation Solutions
Establish Process to Effectively Implement the Asset Strategies
Implement renewal strategy based on asset optimization plan
Leverage operational savings to create additional renewal /capital
Monitor and measure results based on overall renewal plan

16. Strategic Outcomes Outcomes arising from this plan:
Defensible decision making
Optimal use of capital dollars
Management of risk associated with capital renewal
Aligns with organizational objectives
Assists with Revenue optimization
Maximizes energy optimization strategies
Provides leveraged solutions incorporating energy savings
[The first slide is meant to have a direct and immediate impact on the audience.]
Here's what DukeSolutions can do for you. 4

17. Partners in Asset Planning and Capital Renewal Strategies
Closing slide
Suggested Speaking Points
Thank you for giving us the opportunity.
Ask for the next meeting. Suggest bringing Tim Dettlaff to make a more technical presentation on the asset renewal approach.
Partners in Asset Planning and Capital Renewal Strategies
Thank-you!