Transcript Capital Planning - New Jersey State Library

Capital Planning for Libraries
Regan Young, AIA, RYEBREAD Architect/Planner/Interior Designer
A step-by-step introduction to the Library
Capital Planning process. Starting with
facility assessment, and moving through a
needs and regulations analysis, outreach,
programming, estimating and
documentation.
I. Library Design Literature Survey
II. Capital Planning
Paul Valery, French Poet
“The trouble with our times is
that the future is not what it
used to be.”
Mahadev Raman, Design
Intelligence
“Of the existing building stock,
I estimate that 70 percent of
current buildings will still be in
use in 2050.”
What do these facilities have in
Common?
What do these facilities have in
Common?
They are informed by a culture of
constant use and consistent upkeep.
Library Capital Planning
An effective Library facility must be
responsive to the changing programs of
service delivery, and at a minimum should
provide a physical environment that is
comfortable, safe, secure, accessible, well
illuminated, well ventilated, and aesthetically
pleasing.
Library Capital Planning
The Library facility consists of not only the
physical structure and the variety of building
systems, such as mechanical, plumbing,
electrical and power, telecommunications,
security, and fire suppression systems. The
facility also includes furnishings, collection
materials, equipment and information
technology, as well as the site.
Professor Fount Smothers, LSU
“The Definition of a Problem is
the Discrepancy between
Existing & Desired Conditions”
III. Capital Projects Methodology
A. Assemble Team
B. Context
C. Facility Needs Assessment
D. Decision-Making
E. Design/Documentation
F. Bidding/Construction Admin.
A. Assemble Project Team
Successful Capital Projects can come only
from a fruitful collaboration among members
of the project team: Client, Designers,
Contractors, & Review Agencies. Thus skill,
inspiration, perseverance, compromise,
communication, and revision are all essential
parts of the rehabilitation process.
Architect-of-Record Selection
1. Which firm is the right fit for our Board?
2. What is their track record?
3. Will we get a quality project?
4. How do we get a Return on Investment?
Edgewater Park BoE
B. Context:
A.Codes
B. Community
C. Staff
D. Site
E. Funding
F. Vision
Community
Revitalization
via NeoTraditional
Town Planning
C. Facility Needs Assessment:
1.
2.
3.
4.
5.
6.
Repairs
Renovations
Alterations
Reconstruction
Change of Use
Additions
Site Name
Asset Name
(includes Buildings, Playgrounds,
Athletic Fields, and Parking Lots)
System Action Description
(Text description)
Elevators & Lifts
Partitions
Roofing
III: Technology
IV: Other Local Objectives
Applicable Systems (for Buildings Only)
Check all applicable.
II: FES Educational Adequacy
I: Health & Life Safety
Foundations
Superstructure
Plumbing
Exterior Windows
Exterior Walls
Exterior Doors
Sanitary Waste
Rain Water Drainage
Interiors
Plumbing Fixtures
Domestic Water Distribution
Stair Finishes
Stair Construction
HVAC
Interior Doors
Floor Finishes
Ceiling Finishes
Terminal & Packaging Units
Heat Generating Systems
Exhaust Ventilation Systems
Fire
Distribution Systems
Cooling Generating Systems
Controls & Instrumentation
Standpipes
Electrical
Sprinklers
Other Special Systems/Devices
Lighting & Branch Wiring
Interior Lighting Equipment
Ext. Lighting Equipment
Exit Signs
Emerg. Light & Power Systems
Elect. Service & Distribution
Communications & Security
Branch Wiring Devices
2005 LRFP DATA COLLECTION FORM F
LRFP: Proposed System Actions
Identify desired upgrades to building systems and components, playgrounds, athletic fields, and parking lots. (Actions do not pertain to "space" changes.)
No data pertaining to existing system deficiencies or proposed corrections will be migrated into the new website.
Tier
Check one.
Shell
Est. Budget
Project Start
Year
Repairs (per NJUCC)
Restoration to a good or sound condition of
materials, systems, and/or components that
are worn, deteriorated, or broken, using
materials or components identical or closely
similar to the existing.
Repairs
Our first priority must be to maintain the
integrity of the Building Envelope. We need
to protect it from rain, groundwater, snow
load, ice, wind, critters, mold, and sometimes
the earth moving (via subsidence or
earthquake.)
Repairs





Roofing
Copings/Flashing, Gutters & Downspouts
Foundation Waterproofing
Windows
Structural Stabilization
Renovations (per NJUCC)
Removal and replacement or covering of
existing interior or exterior finish, trim, doors,
windows, or other materials with new
materials that serve the same purpose and do
not change the configuration of space.
Renovations shall include the replacement of
equipment or fixtures.
Renovations
A major number of Capital Projects are
replacing the “moving parts” of a building
that wear out: hardware, doors, windows, WC
partitions, switches, faucets/flushometer
valves, furnace/AC fans, pumps, elevators.
Renovations can extend the life of the
building with new finishes.
Alterations (per NJUCC)
Rearrangement of space by construction of
walls or partitions or by a change in ceiling
height, the addition or elimination of any door
or window, extension/rearrangement of any
system, installation of addition equipment or
fixtures, or any work that reduces the
loadbearing capacity or imposes additional
loads on a primary structural component.
Alterations
We can reconfigure spaces to make them
more useful, private/public, accessible, or
improve traffic flow. By installing new
systems, we can increase
productivity/connectivity, improve thermal &
visual comfort, reduce energy use/cost,
upgrade security, address indoor air quality or
life safety issues.
Reconstruction (per NJUCC)
Any project where the extent and nature of the
work is such that the work area cannot be
occupied while the work is in progress and
where a new Certificate of Occupancy is
required before the work area can be
reoccupies. Reconstruction may include
repair, renovation, alteration, or any
combination thereof.
Changes of Use (per NJUCC)
A change from one use to another use in a
building or tenancy or portion thereof.
Additions (per NJUCC)
An increase in the footprint area of a building,
or an increase in the average height of the
highest roof surface or number of stories of a
building.
Additions must comply with provisions of the
UCC applicable to new construction.
D. Decision-Making:
A. Functional Programming Issues
B. Cost/Time Projections
C. Prioritizing Strategy Options
D. Review by Funding Sources
Retail: Nothing happens until somebody
decides to spend some money.
Preliminary Estimate of Projected Construction Costs
# Net SF Gross SF
UPGRADES
Raised Metal Roof
72,000
HVAC (Geothermal)
72,000
Lighting/Power
72,000
Carpeting
50,000
Restrooms
14
ADA
72,000
Clock/Phone/Security
118,494
Lockers
300
Casework
26
Windows
3,000
Furniture (Sci, Comp, IMC, Art)
31,850
Multipurpose = Sci Labs 3
1200
3,600
Pre-K + Kindergarten
5
950
4,750
Grades 4-8
16
800
12,800
Computer Rooms, M
3
1200
3,600
Special Ed, M
1
600
600
SGI, M
4
400
1,600
Computer Room, E
1
850
850
Special Ed, P/I
1
600
600
SGI, P/I
4
400
1,600
Vocal Music
1
1200
1,200
Administration
6,000
Front/Back Canopies
3,000
Site Upgrades
Upgrades
Contingencies (15%)
Annual Escalation (10%x1)
Permits & Fees (10%)
Subtotal
State Aid (55%)
LOCAL SHARE
Cost/SF
Cost
$ 25.00
$ 45.00
$ 10.00
$
5.00
$ 30,000
$
3.00
$
6.00
$ 160.00
$ 6,000
$ 50.00
$
5.00
$ 65.00
$ 15.00
$ 15.00
$ 15.00
$ 17.00
$ 20.00
$ 15.00
$ 17.00
$ 20.00
$ 15.00
$ 25.00
$ 120.00
$ 1,800,000
$ 3,240,000
$ 720,000
$ 250,000
$ 420,000
$ 216,000
$ 710,964
$
48,000
$ 156,000
$ 150,000
$ 159,250
$ 234,000
$
71,250
$ 192,000
$
54,000
$
10,200
$
32,000
$
12,750
$
10,200
$
32,000
$
18,000
$ 150,000
$ 360,000
$ 800,000
$ 9,846,614
$ 1,476,992
$ 984,661
$ 984,661
$13,292,929
$ 7,311,111
$ 5,981,818
# Net SF Gross SF Cost/SF
ADDITIONS
Multipurpose, E/I 1 4,250
5,950
Multipurpose, Add 1
410
574
Cafetorium + Kit
1 8,100 11,340
IMC
1 6,250
8,750
Art Rooms
2 1,200
3,360
SUBTOTAL
29,974
Grades 1-3
12 850
14,280
Grades 4-5
2
800
2,240
SUBTOTAL
11,800 16,520
Additions
46,494 $150.00
Contingencies (5%)
Annual Escalation (10%x1)
Permits & Fees (10%)
Subtotal
State Aid (55%)
45,920 $143.00
LOCAL SHARE
Cost
$
$
$
$
$
$
$
TOTAL
TOTAL
State Aid (55%)
LOCAL SHARE
$22,010,554
$ 10,922,719
$ 11,087,835
6,974,100
348,705
697,410
697,410
8,717,625
3,611,608
5,106,017
Estimated Tax Impact of $10 million Local Share (on house assessed at $130K, w/ 25-year bond) = $23.51/month or
$282/year (exclusive of Energy Grants & Retirement of earlier Bonds)
Cost Estimating/Budget Control
Effective management of any project has two
primary Functions:
•Planning – the determination of project objectives
and the preparation of a strategy for their
implementation; and
•Control – the measurement of actual performance
relative to planned objectives and the capacity to
take remedial action as and when required.
Cost Estimating/Budget Control
Project Cost Planning and Control system first seeks
to establish realistic and balanced Time, Cost, and
Quality levels, and then to regularly measure,
analyze and report actual performance relative to
these targets as the design and construction proceeds.
The effect is to create an “early warning system” that
affords the Owner, Project Managers, and Design
Team the opportunity to anticipate problems and
take pre-emptive action.
Cost Estimating/Budget Control
Effective Cost Management requires three major
Elements:
• A philosophical COMMITMENT;
• A planning & control PROCESS; and
• A reliable cost estimating TECHNIQUE
Cost Estimating/Budget Control
There are three Objectives to Cost Planning and
Control Systems:
• To keep expenditures within the amounts
allocated for each of the various elements of the
project;
• To achieve the best value for each dollar spent;
and
• To achieve a balanced expenditure between the
various elements or segments of the project.
Projected Design/Construction Time Line
E. Design/Documentation:
1. Equipment & Materials Choices
2. Plans, Schedules, Details & Specifications
3. Review by DCA/Building Department
4. Project Cost Control
Crime Prevention Through Environmental Design
is based on the premise that “proper design and
effective use of the physical environment can
produce behavioral effects that will reduce the
incidence and fear of crime, thereby improving the
quality of life”
I. Natural Surveillance
II. Territorial Reinforcement
III. Natural Access Control
IV. Maintenance & Activity Support
Energy/Green
Considerations
Energy/Green
Considerations
The most environmental building is the building we've
already built. According to a study by the National Trust for
Historic Preservation, you could put up a new building in
Portland, OR that's 30 percent more efficient than an
otherwise identical one across the street that already exists. It
would still take 80 years for that new building to have – over
its entire life cycle – the better environmental impact. That
conclusion contradicts the common perception that we may
innovate our way out of climate change with ever more
efficient new stuff.
F. Bidding/Construction Admin:
1. Facilitate Bidding Process
2. Quick Submittal Turn-Around
3. Effective Communications w/ Contractor
4. Project Cost Control
Unfortunately, the Inspiration/Perspiration
Ratio is still 1:100!
IV. NJSL Capital Plan Requirements:
If they are using 1/3 mil funding for Capital Projects,
regulations require that the Board of Trustees has a
written plan of at least three years that reflect that the
long-term capital expense will contribute to the
provision of efficient and effective library services.
A Capital Plan must be in place, and should include
the following:
 A brief history of the library
 Community analysis (may refer to the Strategic
Plan
 Documentation that the project is necessary,
including a description of the present condition of
the library, projected population in 10 years,
analysis of minimum SF requirements, and how
the project will impact library service.
 Description of how the project will be funded and
cost estimates.
 Service roles of the library (may refer to the
Strategic Plan) and how they will be addressed by
the resulting facility.
 Will the facility be efficient, secure, and easy to
use from a patrons point of view? Provide for the
efficient use of personnel? Permit interior
flexibility to adapt to changing service needs and
future expansions as appropriate?
 Site requirements (if applicable).
 Initial floor plans and concept drawings.
V. Project Management Plan:
• Establish Team Relationships: Partnering
• Facilitate Constant Communication among Team
• Listen Carefully
• Implement Proactive Quality Control
• Develop Strategies to build Internal/External Support
• Define Objectives
• Study Prototypes, Paradigms, and Patterns
• Program via Public Outreach: Problem Seeking
• Provide Statements of Probable Construction Cost, and update them to
maintain Budget
• Carefully Coordinate Drawings and Specifications
• Maintain close Coordination among Consultants, Contractors,
Regulatory Bodies, and Client throughout Design/Construction Process
It’s all about maintaining assets for our Community!
REGAN YOUNG ENGLAND
BUTERA
REFERENDUMS • ENGINEERING • ARCHITECTURE •
DESIGN
456 HIGH STREET • MT. HOLLY, NJ 08060
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