Facility Management: Roles and Responsibilities of Facility Planning and Control

1. Bobby Jindal Governor Paul Rainwater Commissioner of Administration Facility Management:  Roles and Responsibilities of Facility Planning and Control

2. Facility Planning & Control • Facility Planning & Control has several constitutionally and statutorily mandated functions. • One of the key functions is the administration of Capital Outlay. • Capital Outlay includes acquiring lands, buildings, equipment or other permanent property. (RS 39:101)

3. Facility Planning & Control • Capital Outlay projects must be administered by Facility Planning & Control. This includes projects funded by the Office of Risk Management.

4. Capital Outlays (LAC) • Additions or expansions of existing facilities • Major repair or renovation of existing facilities • Construction of facilities • Installation, extension or replacement of major building components • Roof replacement • Fixed equipment which is connected to building utilities

5. Not Capital Outlay (LAC) • Minor repairs or renovations such as painting, flooring, etc. • Minor roof repairs which do not extend life of roof • Repair or renovation of minor building components • Routine maintenance • Materials and supplies • Useful life < 20 years; value < $50,000

6. Three Keys in Defining Capital Outlays • 1. Permanent • 2. Major • 3. Exemptions

7. Expanded Definitions • 1st Question – Is it permanent? • Permanent is … • ADS Class Life ≥ 10 years

8. Expanded definitions (cont’d) • 2nd Question – If permanent, is it major? • Major • 1.a. Complex in nature requiring use of and coordination between different trades; or • 1.b. By statute requires professional services from registered architect, engineer, or landscape architect; and • 2. Cost > $50,000

10. RS 39:128 Exemptions for Capital Outlays from Capital Outlay Bill • Agencies: Minor repairs, renovations, construction < $150,000 cumulative (per project) • Higher Ed: Minor repairs, renovations, construction, land acquisition < $500,000, no debt incurred • Corrections: construction of buildings on prison grounds < $500,000 funded with FSG.

11. One Model for All Roles • Regardless of what prompts the action, whether it be normal deterioration or an acute event: • Non-Exempt Capital Outlays: FPC • Exempt Capital Outlays: Agency or FPC • Not capital outlay (Operational): Agency

12. Non-Exempt Capital Outlays are: • For Agencies: cost > $150,000 • For Higher Ed: cost > $500,000 • Must be done by FPC

13. Exempt Capital Outlays • $50,000 < Cost < $150,000 for Agencies • $50,000 < Cost < $500,000 for Higher Ed • Can be done by either the Agency or FPC, depending on agreement between Agency and FPC • <$50,000 by Agency since by definition not • capital outlay

14. FPC Funding • FPC only receives funding through capital outlay bill for specific projects or funds through ORM to conduct repairs.

15. EXAMPLES

16. Bill Morrison Facility Planning & Control bill.morrison@la.gov