SOUTH DAKOTA BOARD OF REGENTS. Committee on Budget and Finance ******************************************************************************

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1 SOUTH DAKOTA BOARD OF REGENTS Committee on Budget and Finance AGENDA ITEM: III E DATE: December 4-5, 2013 ****************************************************************************** SUBJECT: FY15 HEFF M&R Allocation and Project Lists The Higher Education Facilities Fund (HEFF) represents twenty percent of all state support tuition collected except for the first $875,000 of medical school revenue, and an equivalent amount per credit hour on all self-support courses. The funds are used for maintenance and repair (M&R) needs of the universities, long-term indebtedness for capital improvements and new construction. The HEFF allocation formula is based on fifty percent of the replacement values and fifty percent of the gross square footage for academic buildings. Attachment I provides the formula distribution for the FY15 HEFF allocation. An inflationary adjustment of six percent or $906,323 to the FY14 HEFF M&R funding increases the HEFF M&R funding allocation for FY15 to $16,011,702. Board Policy 6:6 requires that up to five percent of the M&R allocation may be assigned towards planning and design to assist the universities in determining appropriate work scope of each proposed project. The funding for planning and design is identified as part of the allocation. In July 2011, the Board of Regents bonded for M&R projects on behalf of Black Hills State University, Northern State University, South Dakota State University, and the University of South Dakota through the South Dakota Building Authority. The debt obligation for each campus is based on the ratio of the bonded M&R projects for the university to the total amount bonded. A portion of the university s HEFF allocation is dedicated to that M&R bond retirement. Attachment II provides the FY15 maintenance and repair projects submitted by the institutions for approval. Each project is placed into one of the following categories: Public Health, Safety and Compliance; Building Integrity; Programmatic Suitability; Energy and Utility Savings; or Other according to Board Policy 6:6. The policy provides for funding realignments and transfers between approved projects. Changes to the approved project list for projects estimated to cost $50,000 to $100,000 must be submitted for the Executive Director s approval and projects more than $100,000 must be submitted for Board approval. ****************************************************************************** RECOMMENDED ACTION OF THE EXECUTIVE DIRECTOR Approve the HEFF allocation and the requested projects for FY15.

2 FY15 HEFF M&R Allocation Formula Distribution Line 1 M&R Funding Available $16,011,702 2 Gross Sq. Feet 5,993,964 3 Replacement Value $1,240,562,259 BHSU DSU NSU SDSM&T SDSU USD SSOM UC-RC UC-SF TOTAL 4 Academic Square Feet 524, , , ,522 2,138,425 1,597,190 91,895 53,740 97,271 5,993,964 5 Current FY Gross Square Feet Disbursement Factor: (Line 4/Line2)* 4.37% 2.58% 5.06% 4.80% 17.84% 13.32% 0.77% 0.45% 0.81% 50.00% 6 Current FY Gross Square Feet Portioned M&R Funds Line 5*Line 1 $700,286 $413,189 $809,759 $768,698 $2,856,192 $2,133,290 $122,740 $71,777 $129,920 $8,005,851 7 Academic Replacement Value 108,738,800 56,567, ,293, ,310, ,711, ,608,752 15,435,000 14,430,958 26,466,012 1,240,562,259 8 Current FY Institutional Replacement Value Disbursement Factor: (Line 7/Lines 3) 4.38% 2.28% 4.41% 4.61% 17.60% 14.45% 0.62% 0.58% 1.07% 50.00% 9 Current FY Replacement Value Portioned M&R Funds Line 8 * Line 1 $701,736 $365,051 $705,315 $737,692 $2,818,276 $2,314,248 $99,608 $93,129 $170,796 $8,005, Institutions M&R Allocation for FY15 Line 6 + Line 9 $1,402,022 $778,240 $1,515,074 $1,506,390 $5,674,468 $4,447,538 $222,348 $164,906 $300,716 $16,011,702 Series 2011 M&R Bond $107,921 $0 $135,262 $0 $521,839 $428,329 $0 $0 $0 1,193,351 5% Planning and Design (Maximum) $70,101 $38,912 $75,754 $75,320 $283,723 $222,377 $11,117 $8,245 $15,036 $800,585 Balance of HEFF Allocation for M&R Projects $1,224,000 $739,328 $1,304,058 $1,431,070 $4,868,906 $3,796,832 $211,231 $156,661 $285,680 $14,017,766 ATTACHMENT I 2

3 Black Hills State University 6H M&R Bond Payment $107,921 6H1502 Planning & Design $70,101 6H1503 Campus Campus Metering Energy & Utilites Maintenance $85,000 6H1504 Jonas Hall Vinyl Asbestos Tile Replacement Building Integrity Maintenance $300,000 6H1505 Young Center Roof Replacement Building Integrity Maintenance $545,000 6H1506 Library Learning Center Roof Replacement and Parapet Repair Building Integrity Maintenance $245,000 6H1507 Various Fire Sprinkler Upgrades PHSC Alteration $49,000 PHSC = Public Health, Safety, and Compliance FY15 HEFF M&R Allocation: $1,402,022 Dakota State University 8H1502 Planning & Design $63,912 8H1503 Memorial Gym Memorial Gym Renovations Programmatic Suitability Renovation $714,328 FY15 HEFF M&R Allocation: $778,240 Northern State University 5H M&R Bond Payment $135,262 5H1502 Planning & Design $75,754 5H1503 Spafford Hall Remodel Classrooms Programmic Suitability Alteration $650,000 5H1504 Beaulah Williams Library Replace Carpet Building Integrity Maintenance $230,000 5H1505 Johnson Fine Arts Center Classroom Upgrade Building Integrity Alteration $300,000 5H1506 Krikac Auditorium Upgrade Balcony Seating Building Integrity Maintenance $80,000 5H1507 Campus-wide Landscape and Concrete Repair PHSC Maintenance $24,058 5H1508 Various Office Remodeling Building Integrity Renovation $20,000 PHSC = Public Health, Safety, and Compliance FY15 HEFF M&R Allocation: $1,515,074 South Dakota School of Mines & Technology 4H1502 Planning & Design $75,320 4H1503 Series 1995 M&R Bond Payment $10,500 4H1504 Campus HVAC Emergency PHSC Maintenance $80,000 4H1505 Campus Fire & Life Safety PHSC Maintenance $50,000 4H1506 Campus Building Integrity Building Integrity Maintenance $40,000 4H1507 Campus ADA Projects PHSC Maintenance $50,000 4H1508 Mineral Industries Upgrade Interior Programmatic Suitability Alteration $35,000 4H1509 Devereaux Library Replace Sanitary Sewer System PHSC Maintenance $112,680 4H1510 Campus Quad Foundation Integrity Campus Infrastructure Repair $107,890 (continued next page) ATTACHMENT II 3

4 South Dakota School of Mines & Technology (con't) 4H1511 CBEC HVAC / Fire Supression Programmatic Suitability Maintenance $600,000 4H1512 Day Care Center Siding, Electrical & Plumbing Maintenance Building Integrity Maintenance $45,000 4H1513 Campus Road Resurfacing / Walkways Campus Infrastructure Maintenance $200,000 4H1514 Campus Steam Traps & Lines Replacement/Repair Energy and Utility Savings Repair $100,000 PHSC = Public Health, Safety, and Compliance FY15 HEFF M&R Allocation: $1,506,390 South Dakota State University 3H M&R Bond Payment $521,839 3H1502 Planning & Design $120,000 3H1503 Campus Utility Tunnel Steam/Condensate Infrastructure Payment Campus Infrastructure Repair $2,000,000 3H1504 Crothers Engineering Hall Sprinkler Piping-Main Extension Campus Infrastructure Maintenance $10,000 3H1505 Northern Plains Biostress Replace VAV Units Energy and Utility Savings Repair $610,000 3H1506 Northern Plains Biostress DDC Replacement for HVAC Controls Energy and Utility Savings Repair $237,398 3H1507 Avera North Replace Existing Heating Pumps for AHU 1 & 2 Energy and Utility Savings Maintenance $77,500 3H1508 Lincoln Music Hall Replace Hot Water Convertors & Water Heaters Energy and Utility Savings Maintenance $97,000 3H1509 Energy Conservation Project Matching Funds Energy and Utility Savings Maintenance $65,000 3H1510 Plant Science Building Replace Waste & Supply Piping in Tunnels Campus Infrastructure Repair $94,000 3H1511 Plant Science Building Replace Building & Tunnel Heating Piping Campus Infrastructure Repair $409,600 3H1512 Physical Education Ctr Pool Replacement - Frost Arena Building Integrity Repair $505,000 3H1513 Physical Education Ctr Roof Replacement - Natatorium Building Integrity Repair $128,000 3H1514 Lincoln Music Hall Repaint Exterior Metal Building Integrity Maintenance $144,228 3H1515 Various Campus Masonry Repairs Building Integrity Repair $88,500 3H1516 Crothers Engineering Hall Precast Control Joint Calking Building Integrity Repair $359,075 3H1517 Bailey Rotunda Core Space Renovations Building Integrity Renovation $148,000 3H1518 Animal Science Arena Replace Lower Level Unit Heaters Energy and Utility Savings Repair $59,328 FY15 HEFF M&R Allocation: $5,674,468 University of South Dakota 2H M&R Bond Payment $428,966 2H1502 Planning & Design $222,377 2H1503 Mechanical Overhaul Funding $1,000,000 2H1504 Campus Hazardous Materials Abatement (asbestos, lead paint) PHSC Maintenance $40,000 2H1505 Campus Steam System Component Repairs Campus Infrastructure Maintenance $15,000 2H1506 Campus Fire Alarm Testing & Repair PHSC Maintenance $50,000 2H1507 Campus Transformer Insptections & Repairs Campus Infrastructure Maintenance $16,000 2H1508 Campus Control Inspection & Repairs Campus Infrastructure Maintenance $20,000 (continued next page) ATTACHMENT II 4

5 University of South Dakota (con't) 2H1509 Campus Rerverse Osmosis Water Service Inspection & Repairs Energy and Utlity Savings Maintenance $16,000 2H1510 Davidson Boiler Control Inspection & Repairs Campus Infrastructure Maintenance $16,000 2H1511 Campus Campus AC and Chiller Maintenance Repair Campus Infrastructure Maintenance $90,000 2H1512 Campus Elevator Repairs PHSC Maintenance $60,000 2H1513 Various Floor Covering Replacement PHSC Maintenance $50,000 2H1514 Campus Sidewalk Safety and Accessibility Improvements/Repair PHSC Maintenance $50,000 2H1515 Various Painting & Finishes Maintenance Building Integrity Maintenance $65,000 2H1516 Campus Irrigation Line Maintenance Campus Infrastructure Maintenance $16,000 2H1517 Campus Camera/Emergency System Install & Upgrades Programmic Suitability Maintenance $75,000 2H1518 Churchill Haines Classroom Critical Maintenance Programmic Suitability Maintenance $150,000 2H1519 Campus Academic Building Space Maintenance PHSC Maintenance $75,000 2H1520 Old Main Replace Stair Flooring PHSC Maintenance $150,000 2H1521 Physical Plant Storage #3 Reiforce Structural Supports Building Integrity Repair $100,000 2H1522 Campus Fire Escape Maintenance PHSC Maintenance $25,000 2H1523 Old Main Replace Roof Building Integrity Repair $29,000 2H1524 Old Main Repair Wood Trim, Soffits, Dormers, Fascia Building Integrity Repair $150,000 2H1525 Davidson Upgrade Building Control Systems (HVAC) Campus Infrastructure Maintenance $109,751 2H1526 East Hall Repair Wood Trim, Soffits, Dormers, Fascia Building Integrity Repair $150,000 2H1527 Fine Arts Knutson Theater - Fire Curtain Release System PHSC Repair $25,000 2H1528 Dakota Dome Bleacher Replacement - Phase 3 Programmic Suitability Repair $282,162 2H1529 ID Weeks Academic Commons Expansion Programmic Suitability Renovation $250,000 2H1530 East Hall Dental Hygiene Accreditation Site Visit-Facility Repairs /Upgrades Building Integrity Renovation $57,500 2H1531 Akeley Physics Space Review Programmic Suitability Renovation $30,000 2H1532 National Music Museum HVAC - Phase 1 Campus Infrastructure Maintenance $330,000 2H1533 Davidson Uninterrupted Power Service Installation Campus Infrastructure Renovation $303,782 PHSC = Public Health, Safety, and Compliance FY15 HEFF M&R Allocation: $4,447,538 Sanford School of Medicine 2H1541 Planning & Design $11,117 2H1542 HSC Emergency Power Services Maintenance $120,000 2H1543 HSC Exterior Concrete Stairway Building Integrity Renovation $32,000 2H1544 HSC Chilled Water Cooling AHU1/Hot Water Heating AHU2-3 way valve replacement Energy and Utility Savings Maintenance $16,000 2H1545 HSC AHU's Supply/Return-Replace damper/damper controls to variable drive motors/controls Energy and Utility Savings Maintenance $43,231 FY15 HEFF M&R Allocation: $222,348 ATTACHMENT II 5

6 University Center - Rapid City 6H1552 Planning & Design $24,906 6H1553 UC-RC Lab Renovations Programmatic Suitability Alteration $10,000 6H1554 UC-RC Seminar Room Modification Programmatic Suitability Alteration $15,000 6H1555 UC-RC Building Envelope Repair Building Integrity Maintenance $65,000 6H1556 UC-RC Landscape Repairs Programmatic Suitability Maintenance $50,000 FY15 HEFF M&R Allocation: $164,906 University Center - Sioux Falls 2H1561 Bond Payment $15,036 2H1562 Planning & Design $58,000 2H1563 Science & Technology Add AC to data room FSC1 Energy and Utility Savings Renovation $227,680 FY15 HEFF M&R Allocation: $300,716 Total FY15 M&R Projects: $16,011,702 ATTACHMENT II 6