Building Capital Planning Tab - WebTMA 5

Path: Transactions > Building > Capital Planning Tab

The Capital Planning Tab applies to the Capital Planning module and is only available when you have licensed the module.

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

The Tab is composed of the following:

  • Header Section – Display of Building fields and three mandatory fields.
  • UniFormat Subtab - A grid to break down a building by UniFormat % (Level 1 or Level 2)
  • Work Element Subtab - A grid to list all the Open Work Elements
  • Condition Subtab - A condition / rating grid based on UniFormat

Building Capital Planning Tab Required Fields

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

Cost Per Sq. Feet – The estimated cost of replacing this type building on a square footage basis.

Replacement 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 enterable Cost/SF field and the Total Sq Ft field.

Infl. 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. 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 cost more when projected into the future.

UniFormat Subtab

Path: Transactions > Building > Capital Planning Tab–UniFormat Subtab

The UniFormat Subtab grid divides the cost per gross square foot into UniFormat Level II 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.

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 the site work is so unique from project to project but is required to build or replace the facility. The UniFormat Subtab shows the full cost breakdown of a building, including the inflated cost of the building. The Work Element Subtab shows the total cost of repairing the "bad" things that are wrong with the building.

Buildings and 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 II components to the UniFormat Subtab grid. You have two choices when adding UniFormat Levels: add individual elements or add all Level II elements at one time.

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

How to Add Individual Elements to UniFormat Subtab

In Edit mode on the Building > Capital Planning Tab–UniFormat Subtab:

  1. Click the Add Level II UniFormat link above the UniFormat grid to open the Element Entry
  2. Select the Element.
  3. Enter the % Cost of the total replacement cost of the building that is allocated to the Element.

How to Add All Level II Elements to UniFormat Subtab

Note: Using Add All Level II UniFormat is the recommended method rather than adding elements one at a time as described in the previous topic.

In Edit mode on the Building > Capital Planning Tab–UniFormat Subtab:

  1. Click the Add All Level II UniFormat
  2. All Level II Elements are added to the UniFormat™ grid.
  3. (Optional) Edit individual lines to allocate % Cost.
  4. Click Save to save changes.

Work Element Subtab

Path: Transactions > Building > Capital Planning Tab–Work Element Subtab

This read-only grid displays a list of all Capital Planning Work Elements as follows:

  • Active Work Elements
  • Marked in the Base
  • Unfunded Work Elements only
  • Linked to the current Building record

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

Condition Subtab

Path: Transactions > Building > Capital Planning Tab–Condition Subtab

This grid displays a list of the conditions of the building by Level II UniFormat Code. The Condition (FC) 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 II. 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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