Presentation to the Senate Finance Committee Special Higher Education Study Subcommittee

1. Presentation to the Senate Finance Committee Special Higher Education Study Subcommittee February 2013 FRANCIS MARION UNIVERSITY

2. 1 • The University • Description and Demographics (Student Profile) • Physical Plant • Evolutionary Growth • Construction, Acquisition, and Renovation • Maintenance and Deferred Maintenance • Approach and Process to Identifying Maintenance and Deferred Maintenance Projects • Facilities Condition Survey and Infrastructure Maintenance Needs Report • Practical University Approach • University Capital Projects and Maintenance Account • Uses • Means of Account Accrual

3. 2 • Deferred Maintenance Funding in 2012-13 Appropriations • A. Amount • B. Sample Uses • Summary of Additional Funding Requested for Deferred Maintenance FY 2013-2014 • Summary and Conclusion

4. 3 Student Profile Enrollment ………………………….. 4,093 In-State Enrollment ………………. 95% Minority Enrollment ………………. 45% Female Enrollment ………………... 67% 1st Generation College Enrollment 37% Receiving Financial Assistance …. 87% Alumni ……………………………....... 19,000 Alumni in SC …………………………. 79% Alumni in Pee Dee ………………….. 56%

5. 4 • University Founded in 1970. 1970 1990 2013 • Acreage 100 300 475 • Number of Buildings 3 45 63 • Estimated Worth $930K $53.6M $236.7M 2013 Notes: • Includes buildings for resident housing for 1547 students • Two buildings in downtown Florence, one of which is a 70,000 square foot Performing Arts Center.

6. 5 • Construction Since 2000 • Outdoor Pool (2001) • Faculty/Alumni Cottage (2003) • Villas Apartments & Community Center (2004) • Nursing Building (2006) • The Grille (2006) • Villas Apartments Phase 2 (2007) • The Center for the Child (2008) • Performing Arts Center (2011) • Athletic Complex (2012) • Acquisitions Since 2000 • Pee Dee Education Center (2003) • 109 acres West of Campus (2005) • FMU Education Foundation Building (2007)

7. 6 • Renovations Since 2000 • Lowrimore Auditorium (2003) • Tennis Courts (2003) • Chapman Auditorium (2007) • Founders Hall/CEMC Interior (2007) • University Center Pool (2008) • Ervin Dining Hall (2011) • Founders Hall Exterior (2011) • University Center (2012)

8. 7 • Maintenance – Keeping fixed assets in acceptable condition. • Includes: • Preventive Maintenance (Annual and Periodic) • Normal Repairs • Replacement of parts and structural components. • Other activities to preserve the assets. • Deferred maintenance and repairs include the part of facilities maintenance activities that are: • Postponed to align institutional priorities or plans • Postponed to achieve maximum benefit/savings through a more comprehensive project • Postponed due to lack of available funding that can be used toward such needs

9. 8 • Facilities Condition Survey and Infrastructure Maintenance Needs Report • Each required by CHE every three years. • Useful to the University to determine: • Facility conditions: result of inspections summarized for overview of total facility conditions. • Deficiency costs: summarized by components and subsystems, priority and facility. • Major repairs and renovations: summarized by cost, priority and facility. • Departmental Needs: Renovations or realignment of programs. • Integration of facilities planning into financial planning and budgeting.

10. 9 • Whether an issue becomes a deferred maintenance project depends on two criteria: • Are funds available to fix the issue now • Can we extend the operability of the system; for example: repair roof leaks versus replace the roof. • Maintain a prioritized list of deferred maintenance projects using the Building Condition Survey and Infrastructure Maintenance Needs Report as a basis. • Execute when funds become available

11. 10 • Uses • Account used for small capital projects, renovations, unforeseen repairs, and dealing with extraordinary maintenance emergencies and most immediate deferred maintenance needs. • Examples – • Construction of a new Office Services Building to replace a structure built in the early 1960s. • Unexpected replacement of sewer lines under Ervin Dining Hall. • Means of Account Accrual • As part of required tuition and fees, $10 per credit hour up to a maximum of $100 is set aside to fund this account per semester. • Investment income. • Non-recurring funds periodically appropriated by the General Assembly

12. 11 • Amount – • Capital Reserve Fund Appropriations - $1.1M • Lottery Funds - $.5M • Total - $1.6M • Sample Uses • Library HVAC Replacement • Roof Repairs • Sidewalk Repair • Indoor Pool Valve Replacement • Parking Lot Resurfacing • Fine Arts Theater Refurbishment • Fine Arts Pipe Insulation Replacement • Academic Building Water Heater Replacement • Boiler House Valve Replacement • Science Facilities Interior Renovations

13. 12 Roof Replacement: Academic Buildings $1,250,000 Roof Replacement: Residences Halls $475,000 Parking Lot Repair $260,000 Storm Drainage Improvement $195,000 Well/Pump/Irrigation Replacement $200,000 Asbestos Abatement Academic Bldg. $250,000 HVAC Replacement Academic Bldg. $125,000 Generator Replacement & Add’l Power: Campus $ 80,000 Water Heater/Plumbing/Sewer Repair: 4 Bldgs. $ 88,000 Ductwork/Pipe Insulation/ Painting: Campus $ 32,500 Miscellaneous Repairs $189,500 ____________________________________________________________________________________________________________________________________ Total Requested $3,145,000

14. 13 • Believe we are good stewards of the fiscal, capital and real assets we are fortunate to have. • Rapid growth of the University has made it incumbent to implement a concentrated and efficient approach to: • Manage the Physical requirements of maintaining a continually aging physical plant. • Maintain the means to adequately care for the upkeep of our newest facilities. • Provide an environment that is aesthetically pleasing and well suited to the teaching and education of our students. • Most grateful for any appropriations the Legislature could fund to assist us in achieving our objectives.