hb1438 update & statewide capital planning initiative
Post on 30-Dec-2015
20 Views
Preview:
DESCRIPTION
TRANSCRIPT
HB1438 Update& Statewide
Capital PlanningInitiative
Office of State FinanceDepartment of Central Services
November 8, 2011
Agenda
HB1438 Update: Real Property Reporting Review Status Opportunity
Capital Planning and Asset Management Strategic Shift Implementation Vision
HB1438 Update
Oklahoma State Government Asset Reduction and Cost Savings Program Annual Report: detailing state-owned properties Identify the 5% most underutilized properties
Describe Value of properties Assess potential for sale Describe impact on local tax rolls if sold to private entity
Promulgate Rules to establish reporting procedures Applies to Agencies, boards, commissions, trusts Report to be a data feed on data.ok.gov
HB1438 Update
Status Current property database
Extensive but not comprehensive Contains minimal data on each parcel Do not have property values
Rules Draft rules, simple approach Establishes survey process and compliance Determination of classification – utilized/underutilized
HB1438 Update
Initial Planning Where is the data and how to get it?
Information “silos” Agency surveys County courthouses, Commercial data systems, GIS
Assessment of data Determination of “underutilized” Identify analysis models Asset management approach Issues: donations, deed restrictions, disposition of income
Report generation
HB1438: Opportunity
Capital Planning & Asset Management Real Property Management: Lands and Facilities Long Range Planning Capital Planning Formalize budget process
Disposition of State Properties is a subset of Comprehensive Planning and Asset Management
Statewide Capital Planning Initiative
Strategic shift in the way the State of Oklahoma conducts facility planning, capital construction programming, budgeting, real property management and the delivery of construction and real estate services to state agencies.
Statewide Capital Planning Initiative
Current Model Decisions on facilities needs, acquisitions, disposals,
space leasing, new construction, planned renovation and maintenance are made in “silos” without consideration of efficiencies, long term costs or duplication of efforts
Proposed Efficiency Model Planning, construction, operations and maintenance
decisions are made by professionals with a 30,000 foot view and consider agency mission, facility inventory, condition, life cycle costs, return on investment, cost of ownership vs. lease, management of surface lands and mineral interests, income potential and value of lands to local jurisdictions.
Statewide Capital Planning Initiative
Centralized model would consider… Legislative policy Space needs to support Agency missions statewide Geography: location, proximity, owned and leased Current condition, energy use, feasibility, ROI Space Management: maximize space and eliminating
waste Programmed maintenance for life-cycle cost
management Income-expense analysis of state lands; surface lease
and easement management Highest and Best Use
Statewide Capital Planning Initiative
…and would result in 20-Year Master Plan for each state agency 5-Year Oklahoma Capital Plan 2-Year Capital Budget Cycle Annual Capital Plan approved by legislature – line
item management & control Business Decisions on Own vs. Lease, new
construction, planned renovation, energy upgrades, maintenance and repairs
Management and Disposition of State Lands for long range needs and maximum income potential
Statewide Capital Planning Initiative
Benefits of Comprehensive Asset Management Eliminate “silo” decisions and duplication of services Capitol facility spend consolidated into one annual
appropriation request Efficiency and cost effectiveness of strategic contracts Optimization of annual capital spend Business model decisions on Own vs. Lease Lower overall building operating costs Efficient use of current and programmed assets Increased market competition for annual construction spend Predictable fiscal impact of technology and facility decisions
Implementation
Utilize Current Organizational Assets Real Estate Services: property database State Leasing: agency space database Design and Construction: planning professionals
Build Organizational Capacity Form new “Planning & Asset Management” unit in
the Construction and Properties Division
Capital Planning Unit
Initial Responsibilities Implementation of HB1438 – Rules and Data
Acquisition Develop framework for implementing Capital
Planning Stakeholders – identify interests and concerns Data – where it is and how to get it Resources – identify requirements Processes – develop planning models Statutory – identify enablers and roadblocks
Capital Planning Strategy
Initial Output Updated real property database Underperforming properties: Identify low hanging fruit Agency facility database Template for agency master plans Process model for agency projects – request & budget cycle Prioritization model for capital spending requests Property Management model Construction spend model: analysis for strategic contracting
Expectations
Disposition of State Lands One-time income to state Maximize long term income to offset operational costs
Annual Construction Spend Management Example: 5% gain in efficiency = $5M for deferred
maintenance
Optimized and Predictable Facility Operations Costs
Preservation of State Assets
Risk mitigation and other tangible benefits
Vision
Each state agency will have in place a long range facility master plan.
Capital projects will be programmed based on a planning and asset management model.
Real estate and construction services will be delivered according to an annual capital budget as appropriated by the legislature.
top related