Building Capital Planning Tab - WebTMA 7

Path: Transactions > Building > Capital Planning Tab

The Building module includes a Capital Planning Tab that is only available when you have licensed the Capital Planning module.

Use the Capital Planning Tab to create a defensible building replacement cost amount.

The Tab is composed of the following:

  • General Information Section. Display of Building fields and three mandatory fields.

  • UniFormat Section. A grid to break down a building by UniFormat %

  • Work Element Section. A grid to list all the Open Work Elements

  • Condition Section. A condition / rating grid based on UniFormat

General Information Section

Base Cost Date The starting date from which the replacement cost will be inflated.

Cost/SF The estimated cost of replacing this type building on a square footage basis.

Replace Cost  This read-only field is populated using information from the Building / Identity Tab while in Add or Edit mode. This is calculated based on the value in the Cost/SF field and the Total Sq Ft field.

Inf. Replace Cost This field is calculated as the Replacement Cost inflated to the Base Cost Date.

Important Note/Rule: The Replace Cost field must be populated for each Building to calculate the Facility Condition Index (FCI). Without a replacement cost populated, the FCI Index will not be calculated. This same replacement cost gets inflated when the Capital Planning Processes batch process is run. Any cost estimate in the module has the potential to grow when projected into the future.

UniFormat Section

The UniFormat Section grid divides the cost per gross square foot into UniFormat Level 2 components and uses the percentage of the total replacement cost, which you have assigned each UniFormat component.

This calculation allows you to make detailed comparisons and rankings of Building UniFormat Element component conditions across different buildings.

NOTE: Site work is not normally included as part of the total cost per square foot, but it is still included in the total facility replacement cost. This is because site work is unique for each project, yet it is required to build or replace the facility. Where the UniFormat Section shows the full cost breakdown of a building including the inflated cost, the Work Element Section shows the total cost of repairing the "bad" things that are wrong with a building.

UniFormat Levels

By default, no Building record has any UniFormat Levels associated with it before initializing the Capital Planning module.

It is necessary to go to the Capital Planning Tab on each Building record and add Level 2 components to the UniFormat Section grid. You have two choices when adding UniFormat Levels: add individual elements or add all Level 2 elements at one time.

This process is optional and is only used for creating defensible Replacement Cost numbers for each building.

How to Add All Level 2 Elements to Building

This is the recommended method rather than adding elements one at a time.

In Edit mode on the Building / Capital Planning Tab–UniFormat Section:

  1. Click the Add All Level 2 UniFormat link.

  2. All Level 2 Elements are added to the UniFormat™ grid.

  3. (Optional) Edit individual lines to allocate % Cost.

  4. Click Save on the WebTMA Toolbar.

How to Add UniFormat Elements to Building

In Edit mode on the Building / Capital Planning Tab–UniFormat Section:

  1. Click the Add Level 2 UniFormat link to open the Element Entry flyout.

  2. Select the Element.

  3. Enter the % Cost of the total replacement cost of the building allocated to the Element.

  4. Click Save on the flyout.

  5. Click Save on the WebTMA toolbar.

Work Element Section

This read-only grid displays a list of all Capital Planning Work Elements for the Building. Limitations are as follows:

  • Active Work Elements

  • Linked to the current Building record

  • Marked in the Base

  • Unfunded Work Elements only

The Inflated Estimate column displays the Estimated Cost for each UniFormat Level inflated to the Base Cost Date.

Condition Section

This grid displays a list of the conditions of the Building by Level 2 UniFormat Code. The Condition (FCI) is displayed for each Element and is determined by the following methodology:

  • First, all active and unfunded Work Elements for the Building are gathered.

  • Second, the Work Elements are grouped by UniFormat Level 2. The total Estimated Cost for that Level is divided by the Replacement Cost for that Level based on the work you have done on the UniFormat Subtab earlier.

The FCI equals the Deferred Maintenance divided by the Total Replacement Cost of the Building.

The FCNI equals (Deferred Maintenance + the Current Year’s Due Cyclic Renewal Items + Plant Adaption) divided by the Total Replacement Cost of the Building.

The classifications are defined as:

Capital Renewal Major repairs or the replacement/rebuilding of major Facility components (e.g., roof replacement at the end of its normal useful life is capitol repair; roof replacement several years after its normal useful life is deferred maintenance).

Deferred Maintenance Repairs that were not accomplished as a part of normal maintenance or capital repair that have accumulated to the point that facility deterioration has or soon will impair the proper functioning of the facility.

Plant Adaption Work that is required to adapt the facility to the evolving needs of the institution and/or to changing standards. These are expenses in addition to normal maintenance and repairs. Examples include improvements due to adoption of modern or newer technology and compliance with changing building, life safety, or accessibility codes.

 

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