October 17, 2018 Presentation of Results T ABLE OF C ONTENTS 2 3 - PowerPoint PPT Presentation

Our Lady of Mercy – Facilities Stewardship Summary October 17, 2018 Presentation of Results

T ABLE OF C ONTENTS 2  3 About T HE S TONE H OUSE G ROUP  7 Conceptual Philosophies  11 Campus Metrics  19 Project Goals and Scope  21 Facilities Conditions Assessment (FCA)  54 Space Study  74 Energy Discussion Questions

About T HE S TONE H OUSE G ROUP 3 Who we are … Who we serve …

T HE S TONE H OUSE G ROUP : W HO W E A RE … 4 Bethlehem, PA Washington, D.C. Facilities Consulting Firm Strengthening mission and distinctive needs of academic, not-for-profit, and corporate institutions 300+ Clients Served 150+ Education Clients 1999 Year Founded

T HE S TONE H OUSE G ROUP : W HO W E S ERVE … 5 Shorecrest Preparatory St. Paul’s School Deerfield Academy • • • School The Lawrenceville School Episcopal School of Dallas • • Pace Academy • The Hotchkiss School Greenwich Academy • • Georgetown Day School • The Pingry School National Presbyterian • • Wilmington Friends School School • Garrison Forest School • Bullis School St. Andrew’s School • • Rutgers Preparatory School • Notre Dame Preparatory Sichuan Province Schools in • • Riverdale Country School • School Chengdu, China Stuart Country Day School • Carolina Friends School Antilles School (USVI) • • The Wardlaw-Hartridge • Holton-Arms School Princeton University • • School St. Alban’s School University of Pennsylvania • • Miss Porter’s School • The Lab School of Sweet Briar College • • Brooklyn Friends School • Washington Far Hills Country Day • St. Patrick’s Episcopal Day • School Wilmington Friends School •

T HE S TONE H OUSE G ROUP : W HO W E S ERVE … 6 16,000,000 13,690,550 14,000,000 12,000,000 10,000,000 GSF 8,000,000 5,959,000 6,000,000 4,000,000 1,971,888 2,000,000 1,431,335 0 Colleges/Universities Gov/Public Independent Schools Other Client Type

C ONCEPTUAL P HILOSOPHIES 7

B UILDING S TEWARDSHIP 8 Environmental Stewardship Cycle Maintenance Management Effort Deferred Maintenance Management Effort Value Management Modernization Effort Capital Construction Add Value Improve Management Fundraising Master Plan Identity Utility Plan Environmental Programs Space Utilization Study Life Cycle Cost Analysis Performance 8

M ASTER P LANNING I NPUTS & O UTPUTS 9 A Facilities Stewardship Plan provides an important piece of the overall Campus Master Plan for Facilities Stewardship as depicted in the figure below, Master Planning – Inputs & Outputs.

M ASTER P LANNING I NPUTS & O UTPUTS 10 A Facilities Stewardship Plan provides an important piece of the overall Campus Master Plan for Facilities Stewardship as depicted in the figure below, Master Planning – Inputs & Outputs.

C AMPUS M ETRICS 11 Building Inventory Understanding Building Age Enrollment by Division Gross Square Feet per Student Operations Housekeeping Trades Operating Budget

B UILDINGS S URVEYED – G ROSS S QUARE F EET (GSF) 12 50,000 Total GSF = 88,300 45,000 45,000 (GSF information is estimated) 40,000 35,000 30,000 25,000 GSF 25,000 20,000 15,000 10,000 8,000 6,300 4,000 5,000 0 School Building Church Building Parish House Rectory 9320 Mercy Hollow Ln Building

B UILDING A GES (O RIGINAL VS R ESET ) 13 GSF Shown in Reset Range Range as Percentage of Total GSF 60,000 57,000 Less than 10 50,000 7% 40,000 11 to 20 GSF 30,000 28% 25,000 20,000 More than 20 65% 10,000 6,300 0 Less than 10 11 to 20 More than 20 Age Range (Years) SHG defines a reset age as the age when a building’s major MEP and Envelope systems have had major renovations since the date of original construction. Of the 88,300 GSF of building space surveyed, 65% has an age of more than 20 years. Although there have been some replacement and upgrade projects through the years, it could not be determined if any of the buildings have had holistic renovations.

B ENCHMARKING G ROSS S QUARE F EET (GSF) PER S TUDENT 14 2018/2019 Enrollment = 219 Grade 8 17 Grade 7 18 Grade 6 20 Grade 5 24 Grade 4 22 Division Grade 3 17 Grade 2 22 Grade 1 15 K 22 Pre-K4 B 13 Pre-K4 H 15 Pre-K3 14 0 5 10 15 20 25 30 # of Students

B ENCHMARKING G ROSS S QUARE F EET (GSF) PER S TUDENT GSF PER S TUDENT 15 600 Surveyed Institutions Church and School Buildings Landon Bullis Pingry St. Patricks '11 Chestnut Hill Academy Rutgers Prep Only School Building St. Patricks '12 Georgetown Day School Springside 500 Marymount Indian Creek School St. Patrick's Moorestown Friends Kent Place Total GSF = 88,300 (estimated) The Field School National Cathedral La Salle College HS Williams Current Enrollment = 219 403 National Presbyterian New Canaan Country Montgomery Notre Dame Prep '10 School School 400 Notre Dame Prep '11 Germantown Academy GSF/Student Average for surveyed day schools 300 283 GSF per student 205 200 100 0

H OUSEKEEPING GSF/FTE 16 Independent Schools Abington Friends Our Lady of Mercy Chatham 60,000 Chestnut Hill Academy Far Hills School Gettysburg College Hotchkiss School Indian Creek 48,500 Lab School 50,000 Lawrenceville School Metet School Milton Hershey School Pingry School Riverdale GSF/FTE Rutger's Prep 40,000 37,825 St. Paul's for Girls Springside School Taft School Town 31,229 31,022 Trinity School 29,091 30,000 Walnut Hill School 28,972 27,169 26,673 23,527 22,189 19,888 20,000 15,066 10,000 0

T RADES GSF/FTE 17 Independent Schools Our Lady of Mercy Abington Friends 140,000 Canterbury Chatham 128,172 Chestnut Hill Academy Far Hills School Gettysburg College 120,000 Hotchkiss School Indian Creek Lawrenceville School Marymount School 97,354 Meret School 100,000 Milton Hershey School Pingry School 83,687 Riverdale Rutger's Prep Springside School 80,000 St. Hilda & Hugh's St. Paul's (Md) 64,158 St. Paul's for Girls GSF/FTE Taft School 61,515 Town School 60,000 Trinity School Walnut Hill School 50,000 40,741 40,000 33,099 30,885 29,433 28,333 26,690 20,000 0

O PERATING B UDGET $/GSF 18 $20.00 Utilities Planned Maintenance Daily Service $18.00 $15.86 $16.00 $15.54 $15.21 $14.93 $13.88 $14.00 $13.61 $12.11 $11.97 $12.00 $11.04 $/GSF $9.86 $10.66 $10.46 $8.78 $9.97 $9.92 $10.00 $10.45 $9.50 $11.67 $8.28 $8.32 $9.13 $8.06 $8.02 $7.96 $7.67 $7.86 $8.00 $8.17 $7.02 $6.80 $6.69 $6.57 $6.45 $7.40 $5.07 $8.29 $6.44 $6.78 $5.75 $6.00 $5.36 $5.33 $4.97 $5.10 $0.00 $5.33 $3.25 $1.24 $5.91 $2.63 $4.17 $4.05 $3.32 $5.36 $0.62 $4.00 $0.00 $3.08 $3.29 $2.41 $2.13 $1.12 $1.39 $0.95 $0.56 $0.99 $0.26 $0.61 $5.29 $1.34 $0.57 $0.31 $0.19 $1.44 $4.36 $0.66 $2.00 $4.01 $3.81 $0.26 $0.40 $0.86 $3.38 $0.00 $2.87 $2.84 $2.82 $2.67 $2.59 $2.56 $2.47 $2.44 $2.35 $2.31 $2.32 $2.18 $2.22 $1.92 $1.78 $1.87 $1.66 $1.66 $1.52 $1.39 $0.00 OLOM

P ROJECT G OALS 19

P ROJECT S COPE 20 Facilities Conditions Assessment (FCA) Space Study Energy Review

F ACILITIES C ONDITIONS A SSESSMENT (FCA) - O VERVIEW 21 Process Terms Definitions What’s In / What’s Out

T YPICAL FCA P ROCESS 22 Planning Inspections Costing QA Analysis Visit • Room by Room • RS Means • Internal Review • Review Projects & Costing • AE, AI, MEP , • Field • Institutional • Determine ADA, Life Knowledge Assessment • Complete Draft Present Project Safety Review FCA Database Schedule • Construction Findings • Begin Cost Data • Complete Draft • Initial Data Database Presentation, Collection • Institutional Institutional Data Review

T YPICAL FCA P ROCESS 23 Inputs Outputs Operations: Project Selection FCA Priorities Inspections Planning Overlap with Program Integrated Changes FCA Database Financial: Catch Up Existing Surveys Keep Up Reserve Funding Benchmarking

FCA T ERMS & D EFINITIONS 24 Preventive Cycle Maintenance: Deferred Modernization : Safety / Statutory: Maintenance & Maintenance: The process of The process for These are Daily Service: assuring that building improving facilities. It Modernization Accumulates when components are cycle maintenance is may be driven by projects Routine tasks replaced at or near left undone, due to changing programs, recommended performed frequently limited financial or the end of their useful code and safety specifically because of and funded through physical (labor, lifecycles. requirements, or the a safety requirement. the annual operating materials, time) Documented as impact of technology. budget. They are resources. Significant depreciation on an essential to the use of deferred maintenance institution’s financial the buildings but do can erode the physical records, these cycles not add to the asset assets of the institution exceed a single year value of the and may eventually and may even span institution. render buildings decades. unusable and their systems nonfunctional.

FCA T ERMS & D EFINITIONS 25 Immediate exposure; should be Priority completed within one year 1* High priority; should be completed in Priority one to two years 1 Priority; should be completed in three Priority to five years 2 Planned; should be completed in six to Priority ten years 3