1 executive order 13327 compliance and mars training: agricultural research service whitestone...
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Executive Order 13327 Compliance and MARS Training:
Agricultural Research Service
Whitestone Research CorporationAugust 2, 2007
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What is the Need?
Executive Order 13327 requires all major Federal agencies to report what facilities they own, assess their condition, and plan for full life cycle management.
Key metrics include:- Deferred Maintenance- Sustainment Requirements- Operations Costs- Plant Replacement Value (PRV)
Improved ARS Planning: Linking resource requirements to the facility inventory
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Final Result
Predominant Use PRV GSFT M&RB Operations Recapitalization Total Facility
Costs Per GSFTPercent
PRV
All Other $706,151,255 3,736,693 $22,868,335 $11,535,299 $9,590,872 $43,994,506 $11.77 6.2%Dormitories/Barracks $2,050,130 9,093 $89,166 $35,372 $20,797 $145,335 $15.98 7.1%Family Housing $25,993,461 155,365 $819,181 $640,566 $272,724 $1,732,471 $11.15 6.7%Laboratories $1,925,299,681 6,090,503 $51,673,395 $43,646,429 $21,038,137 $116,357,961 $19.10 6.0%Office $144,002,276 607,851 $3,010,400 $2,860,784 $1,594,298 $7,465,482 $12.28 5.2%Service $127,030,707 921,349 $3,741,072 $5,571,343 $1,724,776 $11,037,191 $11.98 8.7%Warehouses $164,394,571 1,484,917 $2,896,082 $2,438,423 $2,196,375 $7,530,880 $5.07 4.6%
TotalB $3,094,922,081 13,005,771 $85,097,631 $66,728,216 $36,437,979 $188,263,826 $14.48 6.1%
A Does not include land, structures, or deactivated or excessed assets.
Table 8. Total Building Costs, Selected ARS BuildingsA
B M&R Cost Forecast is the 5-year average annual sum of preventative maintenance, unscheduled maintenance, and major repair and replacement tasks. Costs have been adjusted for building utilization. All costs expressed in $2006.
Estimated Costs
E.O. 13327 Compliance requires estimating total facility costs for all ARS Real Property.
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Project Overview
“The Facilities Division requires an independent verification, validation, and estimation of ARS real property condition reporting, recapitalization targets, and operational costs for facilities located throughout the United States. ”
Project deliverables: CPAIS validation Site inspections MARS calibration M&R estimates Operations estimates Recapitalization estimates
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CPAIS Validation
Review and revise CPAIS database for: Completeness Inconsistencies Extreme values PRVs Check Records
Acquisition Cost > PRV 148Acquisition Cost seems too high 12Acquisition Cost seems too low 1,871Missing Acquisition Cost (or Cost = $0, $1) 108Missing Acquisition Date 32Missing Asset Type 13Missing Average Replacement Value ($/SF) (B only) 4Missing Building Gross Sqft (or GSFT = 0, 1) 24Missing Install ID 2,903Missing Status 2Missing Year Constructed (B and S only) 42PRV seems too low 314Year Constructed is after Acquisition Date 105
Total 5,578
Table 1. Summary of CPAIS Data Issues
N = 2,859
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Overview of Estimation Procedure
Define asset population from CPAIS Select a statistically valid sample On-site inventory of representative buildings
at 11 sites Calibrate MARS life cycle model Generate estimates
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Select a Statistically Valid Sample
Sample 31% of ARS assets. Buildings, N=536.
Predominant Use Count GSFTPercent GSFT Count GSFT
Percent GSFT of Asset Class
All Other 1,184 3,736,693 29% 225 1,155,011 31%Dormitories/Barracks 7 9,093 0% 2 7,089 78%Family Housing 80 155,365 1% 15 37,161 24%Laboratories 395 6,090,503 47% 86 2,018,013 33%Office 120 607,851 5% 17 180,782 30%Service 253 921,349 7% 36 306,175 33%Warehouses 754 1,484,917 11% 155 349,463 24%
Total 2,793 13,005,771 100% 536 4,053,694 31%
Table 1. Stratified Sample of ARS Building AssetsA
Selected Inventory Sample
A Does not include land, structures, or deactivated or excessed assets. Based on data from CPAIS.
Statistically valid sample determined by building use, age, and size.
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Inventory of Representative Buildings
Inspection Process: Survey team covers major disciplines: mechanical,
electrical, architecture/building envelope Major equipment capacity and condition reviewed Room-by-room inspection & inventory of sample
buildings Detailed analysis of inventory data provided by sites Inventory verified with drawings and master equipment
lists
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Calibrate MARS Life Cycle Model
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Calibrate MARS Life Cycle Model
Site management provided actual staff and contract labor rates, mark ups, overhead, and unscheduled maintenance cost ratios
Also provided utilization measures for individual assets: operating hours, security, safety & permitting requirements
Unique components and maintenance protocols are defined where necessary
Over 240 unique components were identified and added to the MARS component/task library.
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Calibrate MARS Life Cycle Model
Whitestone data was used where site-provided data was not available
SiteIn-house
Shop RatesContract
Labor RatesContract Overhead
RatesUnsched
Maint Rates Utilization
Ames, IA Site WST Site WST Site
Athens, GA WST WST Site WST Site
Beltsville, MD Site Site Site WST Site
Clay Center, NE WST WST WST WST Site
Corvallis, OR WST Site WST WST Site
Dubois, ID WST WST WST WST Site
Mississippi St., MS WST WST WST Site Site
Peoria, IL WST WST WST Site Site
Stillwater, OK WST WST WST WST Site
Stoneville, MS WST WST WST WST Site
Wyndmoor, PA WST Site Site WST Site
WST=Whitestone, Site = Respective ARS Site
Table 2. Data Sources by Site
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Calibrate MARS Life Cycle Model
Utilization adjustments added up to 79% to DM and sustainment costs.
Site
Hours of
OperationB SecurityC
Safety &
PermittingD SumE
Ames, IA 1.19 1.10 1.51 1.79Athens, GA 1.22 1.02 1.09 1.34Beltsville, MD 1.04 1.01 1.02 1.08Clay Center, NE 0.99 1.01 1.09 1.09Corvallis, OR 1.34 1.01 1.00 1.35Dubois, ID 1.30 1.03 1.11 1.43Mississippi St., MS 0.98 1.01 1.06 1.05Peoria, IL 1.07 1.06 1.04 1.17Stillwater, OK 0.97 1.01 1.28 1.26Stoneville, MS 0.93 1.01 1.06 1.00Wyndmoor, PA 1.37 1.01 1.39 1.77
D Safety & Permitting is defined as follows: 1.00 = typical commercial & service activity, 1.07 = non-specific laboratory, 1.75 = radiological or life science research, 3.00 = nuclear facility.E In combination the multipliers are additive such that the total multiplier = 1 + (b - 1) where b = the multiplier value.
Table 3. Average Utilization Adjustment, ARS SitesA
A Calculated from individual asset multipliers assigned by the sites.B Hours of Operation rates building use on a weekly basis and is defined as follows: 0.80 = 40 hours, 1.00 = 41 to 80 hours, 1.37 = 80+ hours.C Security is defined as follows: 1.00 = free access, 1.01 = contractor training & daily check-in, 1.15 = full contractor accompanyment.
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Three Types of Estimates are Produced
Sustainment Preventive Maintenance & Minor Repair
Unscheduled Maintenance
Major Repair & Replacement
Recapitalization
Replacement due to Obsolescence
Change in Use Modifications
Policy-mandated Modernization
Acts of War & Nature
Restoration from Neglect
Long-lived Component Replacement
Operation Energy
Water
Management
Custodial
Refuse
Grounds
Pest Control
Road Clearance
Security
Telecom
Whitestone cost models are explicitly aligned with Federal accounting definitions
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MARS estimates task-based deficiencies and future requirements for representative building models
Building models represent specific asset classes and age-size cohorts
Overall estimates for buildings were made by multiplying sample costs by the SF total for cohorts in each asset class
Focus on Deferred Maintenance and Future Sustainment
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Focus on Deferred Maintenance and Future Sustainment
Total DM = $317 mil, Overall Condition Index = 90 percent Average 5-year M&R Cost = $85 mil or 2.7 percent of PRV
Predominant Use PRV
Deferred Maintenance
Total CriticalC Non CriticalD
Asset Condition
IndexG5-Year Estimate
(2006-2010)5-Year
Estimate/PRV10-Year Estimate
(2006-2015)10-Year
Estimate/PRV
All Other $706,151,255 $98,240,589 $50,672,409 $47,568,180 86% $22,868,335 3.2% $26,332,490 3.7%Dormitories/Barracks $2,050,130 $236,827 $74,320 $162,507 88% $89,166 4.3% $78,919 3.8%Family Housing $25,993,461 $1,781,171 $485,964 $1,295,207 93% $819,181 3.2% $811,234 3.1%Laboratories $1,925,299,681 $172,260,819 $117,994,134 $54,266,685 91% $51,673,395 2.7% $55,494,402 2.9%Office $144,002,276 $12,955,895 $9,152,823 $3,803,072 91% $3,010,400 2.1% $3,140,828 2.2%Service $127,030,707 $16,056,732 $11,589,087 $4,467,645 87% $3,741,072 2.9% $3,668,946 2.9%Warehouses $164,394,571 $15,390,399 $8,270,706 $7,119,693 91% $2,896,082 1.8% $3,130,386 1.9%
TotalF $3,094,922,081 $316,922,432 $198,239,443 $118,682,989 90% $85,097,631 2.7% $92,657,205 3.0%
F All costs expressed in $2006.G ACI = (1-Deferred Maintenance/PRV); Ranges: Excellent = 100.0% - >98.0%, Good = 98.0% - >95.0%, Adequate = 95.0% - >90.0%, Fair = 90.0% - >75.0%, Poor = 75.0% - >40.0%, Failure ≤40.0%. Scale determined by Department of Energy Order 430.1B.
A Does not include land, structures, or deactivated or excessed assets. All costs have been adjusted for utilization factors. B Deferred Maintenance is a summary of major repair and replacement tasks not done on standard frequencies; preventitive maintenance, unscheduled and minor repairs as well as restoration & modernization are not included.C Critical systems are defined in terms of Uniformat II categories: HVAC - D30, Electric - D50, Roofing - B30, and Plumbing D-20.D Non critical systems are defined as Uniformat II categories: A-10 Foundations, A-20 Basement Construction, B-10 Superstructure, B-20 Exterior Enclosure, C-10 Interior Construction, C-20 Stairs, C-30 Interior Finishes, D-10 Conveying, D-40 Fire Protection, E-20 Furnishings, F-10 Special Construction, F-20 Selective Building Demolition, and G-10 through G-90 Other Site Construction.
Table 4. Estimates of Deferred Maintenance and Future M&R Requirements, Selected ARS Buildings A
Deferred MaintenanceB M&R Cost ForecastE
E M&R Cost Forecast is the average annual sum of preventative maintenance, unscheduled maintenance, and major repair and replacement tasks.
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Focus on Operations Costs
Annual Operation Costs = $67 mil or 2.2 percent of PRV
Predominant Use PRV Custodial Energy Grounds Management Pest Control RefuseRoad
Clearance Security Telecom Water/Sewer Total CostsPercent
PRV
All Other $706,151,255 $1,502,106 $6,008,388 $209,531 $1,607,436 $55,685 $256,139 $29,507 $1,131,807 $485,731 $248,970 $11,535,299 1.6%Dormitories/Barracks $2,050,130 $10,855 $14,154 $1,108 $4,515 $264 $862 $91 $1,669 $411 $1,442 $35,372 1.7%Family Housing $25,993,461 $318,804 $163,754 $19,144 $57,800 $4,482 $24,565 $62 $29,875 $14,160 $7,920 $640,566 2.5%Laboratories $1,925,299,681 $8,093,627 $19,789,945 $797,465 $4,405,800 $182,976 $433,503 $69,318 $6,679,769 $2,371,042 $822,983 $43,646,429 2.3%Office $144,002,276 $761,599 $970,643 $79,453 $329,911 $18,102 $45,097 $6,437 $301,130 $272,823 $75,588 $2,860,784 2.0%Service $127,030,707 $2,203,871 $2,461,542 $114,442 $289,075 $26,315 $93,784 $8,888 $128,366 $150,779 $94,281 $5,571,343 4.4%Warehouses $164,394,571 $62,801 $1,147,455 $25,305 $373,625 $11,939 $21,621 $15,812 $590,521 $126,810 $62,534 $2,438,423 1.5%
TotalB $3,094,922,081 $12,953,663 $30,555,882 $1,246,448 $7,068,162 $299,765 $875,571 $130,115 $8,863,138 $3,421,756 $1,313,718 $66,728,216 2.2%
B All costs expressed in $2006.
Operation Type
Table 5. Estimates of Operation Costs by Predominant Use, Selected ARS BuildingsA
A Does not include land, structures, or deactivated or excessed assets. Costs have not been adjusted for building utilization.
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Focus on Recapitalization Costs
Annual Recapitalization Costs = $36 mil or 1.18 percent of PRV
Predominant Use PRVRecapitalization
CostsPercent
PRV
All Other $706,151,255 $9,590,872 1.36%Dormitories/Barracks $2,050,130 $20,797 1.01%Family Housing $25,993,461 $272,724 1.05%Laboratories $1,925,299,681 $21,038,137 1.09%Office $144,002,276 $1,594,298 1.11%Service $127,030,707 $1,724,776 1.36%Warehouses $164,394,571 $2,196,375 1.34%
TotalB $3,094,922,081 $36,437,979 1.18%
B All costs expressed in $2006
Table 7. Estimates of Recapitalization Costs by Predominant
Use, Selected ARS BuildingsA
A Does not include land, structures, or deactivated or excessed assets. Costs have not been adjusted for building utilization.
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Total Building Costs
Total Building Costs = $188 mil or 6.1 percent of PRV
Predominant Use PRV GSFT M&RB Operations Recapitalization Total Facility
Costs Per GSFTPercent
PRV
All Other $706,151,255 3,736,693 $22,868,335 $11,535,299 $9,590,872 $43,994,506 $11.77 6.2%Dormitories/Barracks $2,050,130 9,093 $89,166 $35,372 $20,797 $145,335 $15.98 7.1%Family Housing $25,993,461 155,365 $819,181 $640,566 $272,724 $1,732,471 $11.15 6.7%Laboratories $1,925,299,681 6,090,503 $51,673,395 $43,646,429 $21,038,137 $116,357,961 $19.10 6.0%Office $144,002,276 607,851 $3,010,400 $2,860,784 $1,594,298 $7,465,482 $12.28 5.2%Service $127,030,707 921,349 $3,741,072 $5,571,343 $1,724,776 $11,037,191 $11.98 8.7%Warehouses $164,394,571 1,484,917 $2,896,082 $2,438,423 $2,196,375 $7,530,880 $5.07 4.6%
TotalB $3,094,922,081 13,005,771 $85,097,631 $66,728,216 $36,437,979 $188,263,826 $14.48 6.1%
A Does not include land, structures, or deactivated or excessed assets.
Table 8. Total Building Costs, Selected ARS BuildingsA
B M&R Cost Forecast is the 5-year average annual sum of preventative maintenance, unscheduled maintenance, and major repair and replacement tasks. Costs have been adjusted for building utilization. All costs expressed in $2006.
Estimated Costs
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Distribution of Total Costs
M&R $85,097,631
46%
Operations $66,728,216
35%Recapitalization $36,437,979
19%
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Distribution of Total Costs
Total Building Costs$14.48 (6% of replacement value)
Sustainment $6.54 46%
Operations $5.13 35%
Recap $2.80 19%
General Admin. Building$8.71 (9% of replacement value)
Sustainment $2.56 29%
Operations $3.36 39%
Recap $2.79 32%
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Selected Structure Inventory
Predominant Use Count PRVPercent
PRV
Airfield Pavements 3 $158,562 0.0%
All Other 529 $112,007,154 25.0%
Communication Systems 50 $977,718 0.2%
Flood Control and Navigation 1 $53,514 0.0%
Monuments and Memorials 2 $91,619 0.0%
Parking Structure 1 $160,588 0.0%
Power Development and Distribution 1 $79,745 0.0%
Railroads 1 $724,004 0.2%
Reclamation and Irrigation 110 $13,440,217 3.0%
Research and Development 51 $5,270,725 1.2%
Roads and Bridges 82 $265,125,080 59.1%
Service 20 $1,070,287 0.2%
Storage 263 $13,212,345 2.9%
Utility Systems 366 $35,950,271 8.0%
Total 1,480 $448,321,829 100.0%
Table 9. Selected Structure InventoryA
Selected Inventory
A Does not include buildings, land, or deactivated or excessed assets. Based on data from CPAIS.
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Structure Sustainment and Recapitalization Estimates
Average 50-year M&R Cost = $6.4 mil or 1.4 percent of PRV Annual Recapitalization Cost = $9.1 mil or 2.0 percent of PRV
Predominant Use PRV50-Year Estimate
(2006-2055)50-Year
Estimate/PRVRecapitalization
Costs Recap/PRV
Airfield Pavements $158,562 $2,030 1.3% $2,889 1.8%All Other $112,007,154 $2,227,571 2.0% $2,367,726 2.1%Communication Systems $977,718 $1,812 0.2% $21,514 2.2%Flood Control and Navigation $53,514 $487 0.9% $846 1.6%Monuments and Memorials $91,619 $274 0.3% $916 1.0%Parking Structure $160,588 $28 0.0% $2,923 1.8%Power Development and Distribution $79,745 $1,660 2.1% $1,116 1.4%Railroads $724,004 $13,818 1.9% $11,150 1.5%Reclamation and Irrigation $13,440,217 $418,694 3.1% $160,308 1.2%Research and Development $5,270,725 $6,510 0.1% $112,439 2.1%Roads and Bridges $265,125,080 $3,349,610 1.3% $5,599,345 2.1%Service $1,070,287 $15,093 1.4% $28,258 2.6%Storage $13,212,345 $152,917 1.2% $219,921 1.7%Utility Systems $35,950,271 $218,526 0.6% $585,076 1.6%
TotalD $448,321,829 $6,409,030 1.4% $9,114,426 2.0%
D All costs expressed in $2006.
A Does not include buildings, land, or deactivated or excessed assets. All costs have not been adjusted for structure utilization.
C Recapitalization Costs is the average annual cost to restore and modernize assets due to obsolescence, change in use, and changes to codes and policy. Does not include maintenance and repair costs.
Table 10. Estimates of Future M&R Requirements and Recapitalization Costs, Selected ARS StructuresA
Recapitalization CostsC
B M&R Cost Forecast is the average annual sum of preventative maintenance, unscheduled maintenance, and major repair and replacement tasks.
M&R Cost ForecastB
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Summary of Estimates
Total building deferred maintenance is an estimated $317 million, with $198 million related to critical systems.
Assuming a plant replacement value of $3.1 billion, the building condition index ratio (1 - DM / PRV) is .90, an outcome commonly classified as “fair.”
Average annual sustainment costs are:
Buildings: $85 million (5-year average), or 2.7 percent of PRV
Structures: $6 million (50-year average), or 1.4 percent of PRV Average annual recapitalization costs are:
Buildings: $36 million, or 1.2 percent of PRV
Structures: $9 million, or 2.0 percent of PRV Average annual operating costs, excluding M&R, are:
Buildings: $67 million or 2.2 percent of PRV
Structures: Not estimated Total annual costs (not including deferred maintenance) are:
Buildings: $188 million, 6.1 percent of PRV, or $14.48 per gross square foot
Structures: $15 million, or 3.5 percent of PRV
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Upcoming Deliverables for FY08
Re-evaluate and update PRVs Additional 10 percent (1.3 million GSFT) on-site inventory of
ARS buildings at:
- El Reno, OK
- Albany, CA
- Fargo, ND
- Weslaco, TX
- Boston, MA
Update estimates with current market data (labor, materials, equipment, PRVs)
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Key Questions Going Forward
1) Should ARS assess 100% of its Real Property Assets?
2) Who should complete future assessments?
3) How often should ARS inspect its assets?
4) How and by who should the database be maintained?
5) Should ARS invest in a web-based application?
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Critical Interaction with Sites
Data input Validation Site-specific reports Best MARS configuration
To answer the key questions, four topics must be addressed by the sites:
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MARS Demonstration
MARS Facility Cost Forecast System
Version 7
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Two Questions about MARS
1) Do ARS sites want full capabilities or just viewer access?
2) Should MARS be installed as a client server or a web-based application?
[Discussion]
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Whitestone Recommendations
1) Should ARS assess 100% of its Real Property Assets?
Yes, if the detailed inventory and forecasts are utilized by the sites. If estimates serve only as a HQ approximation, then sampling is sufficient.
2) Who should complete future assessments?
If resources are sufficient, sites can complete assessments. For consistency, consider contractor support until 100% of the Real Property is assessed.
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Whitestone Recommendations
3) How often should ARS inspect its assets?
Most Federal agencies inspect assets on a 5-year cycle (20% of assets per year).
4) How and by who should the database be maintained?
The database should be maintained annually with major repairs and replacements submitted by the sites and entered by Whitestone.
5) Should ARS invest in a web-based application?
Yes, web-based MARS meets more specifically ARS requirements.
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Virtues of Web-based MARS
Distribution speed User access Administration simplicity Auto-updates of DM,
Sustainment, Operations, Recapitalization, and PRVs
CPAIS Integration
Web-based MARS Beltsville
Ames
Stillwater
Wyndmoor
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Background Slides
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Definitions of Deferred Maintenance
MARS deferred maintenance estimates do not include preventive maintenance, minor repairs, or recapitalization projects
FASAB Standard Number 6: “Deferred maintenance is maintenance not performed when it should have been or was scheduled…”
DOE: “for the purpose of reporting deferred maintenance …(it) is that cost required to restore a facility to its current use and as-built condition.”
MARS: Deferred Maintenance is “the cost of component replacement tasks not performed according to their prescribed frequency…and does not double count tasks that have missed their frequency more than once.”
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Custodial. The custodial function cost factors represent the expense of cleaning offices, work areas, restrooms and common areas. They include cost of labor and supplies, equipment, and any necessary contract services. Trash removal costs are not included. The cost factors are based on survey data; location indexes are based on relevant prevailing labor and material rates.
Grounds. The grounds function includes any expense related to the maintenance of exterior areas, such as landscaping, snow removal, signage, sidewalks, and external parking lots. They include cost of labor and supplies, equipment, and any necessary contract services. The cost factors are model-based; location indexes are based on relevant prevailing labor and material rates.
Management. Real property management function describes all costs associated with facility management, including: public works, contracts, material procurement, facility data, furnishings, real estate, and engineering services. The cost factors is expressed as a fixed percentage of Property Replacement Value, and derived from case study values; location indexes are based on relevant prevailing labor and material rates.
Pest Control. Pest Control expenses cover indoor and outdoor pest control programs, separate from the grounds function. The cost factors are based on a micro-model developed by Whitestone Research; location indexes are based on relevant prevailing labor and material rates.
Energy. Energy represents all expenses related to the purchase, generation, distribution, and conservation of energy and source fuels necessary to operate a building. The main energy sources considered are electricity and natural gas, expressed in kBtus and Source Energy terms. Location indexes are based on local commodity costs, prevailing labor rates, and climatic variables.
Operations Definitions
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Refuse. Refuse costs include all costs related to trash collection and disposal, pick-up services, fees, recycling operations and administration, composting, etc. Excludes handling and disposal of HAZMAT materials. Cost Factors are based on survey data; location indexes are based on relevant prevailing labor and material rates, and tipping fees.
Road Clearance. All expenses related to sweeping and removing snow and ice from paved areas including sidewalks, walkways, and parking lots. Cost factors are model-based; location indexes are based on relevant prevailing labor and material rates, and climatic variables (number of snow days, average annual snowfall).
Security. Security expenses relate to the physical security of buildings and occupants, and include personnel, operating, monitoring and maintaining security equipment, and patrol services. . The cost factors are model-based; location indexes are based on relevant prevailing labor and material rates.
Telecom Telecom expenses cover the purchase of all the services ordinarily associated with commercial activities, such as voice and data equipment and service subscriptions, maintenance. The cost factors are based on survey data; location indexes are based on relevant prevailing labor and material rates.
Water Water expenses include all costs related to providing the building with potable water, irrigation water, and sewage service. The cost factors are based on survey data; location indexes are based on relevant prevailing labor and material rates.
Operations Definitions
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Recapitalization Model
Figure 2. Economic Depreciation of Office Buildings
0
10
20
30
40
50
60
70
80
90
100
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35
Age
Value
Geometric
Straight line
Economic Depreciation of Office Buildings
Restoration & modernization costs are based on the economic depreciation known for individual facility types
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Recapitalization Model Recapitalization costs are expressed as a percentage of
asset PRV
FAC Code FAC Title Recap %
1445 Working Animal Support Building 1.51%
2141 Vehicle Maintenance Shop 1.26%
3101 RDT&E Laboratory 1.09%
4311 Cold Storage, Depot 1.32%
4426 Storage Silo, Loose Material 1.65%
5304 Veterinary Facility 1.33%
6100 General Administrative Building 1.08%
7220 Dining Facility 1.51%
7311 Fire Station Facility 1.33%
7323 Greenhouse 1.73%
7421 Indoor Physical Fitness Facility 1.33%
8412 Water Treatment Facility 1.19%
8910 Utility Building 1.16%
8923 Vehicle Scales 2.06%
Table 6. Recapitalization Rates by Selected Building Type
Source: Lufkin, P., Desai, A. & Janke, J. (2005, July). Public Works Management & Policy. Estimating the Restoration and Modernization Costs of Infrastructure and Facilities. Thousand Oaks, CA: Sage Publications
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About Whitestone Research
Employee-owned, organized in 1993 Economists, Operations Research Scientists,
Computer Scientists Consulting, Publishing & Software Offices in Washington, DC and Santa Barbara, CA Small Business
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Whitestone Products
M&R Cost Reference 12th Annual Edition
Facility Operations Cost Reference1st Annual Edition
North American MRO Market Data
MARS Facility Cost Forecast System
Version 7
BrickBits.com Home Owner Cost Calculator
Intensity ($million):< $10$10 - $100$100 - $1,000> $1,000
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Consulting Services
Life-Cycle Cost Studies Facilities Operations Cost Modeling Index Definition and Benchmarking Economic Impact Analysis Market Research E.O. 13327 Compliance
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Peter Lufkin, An alternative view of depreciation and recapitalization costs in Facilities Manager (January-February 2004)
Lufkin, Desai, and Janke, Estimating the restoration and modernization costs of infrastructure and facilities in Public Works Management & Policy (July 2005)
Jay Janke, Peter Lufkin, Facility cost models in The Military Engineer (September-October 2005)
Jay Janke, Executive Order 13327: Getting to green, the unwritten requirements. MARS User Conference, June 1-2 2006, Santa Barbara
Peter Lufkin, Bernard Mattimore, Extended service life and its implications. EFCOG Infrastructure Management Working Group Annual Meeting, October 17-19 2006, Oak Ridge
Recent Publications & Presentations
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Peter Lufkin
Principal
509 East Montecito Street, Suite 200
Santa Barbara, CA 93103 (805) 884-9174
Jay Janke
Director of Federal Services
1250 24th Street NW, Suite 300
Washington DC 20037 (202) 776-7760
Whitestone Contacts
Mike Panesis
V.P. of Product Development
509 East Montecito Street, Suite 200
Santa Barbara, CA 93103 (805) 879-9928
Jon Miller
Senior Analyst509 East Montecito Street, Suite 200Santa Barbara, CA 93103 (805) 879-9920