unleash the power of prediction with ropa+

1. Wheaton College (MA) Whitworth University Widener University Wilkes University Williams College Worcester Polytechnic Institute Worcester State College Wright State University Xavier University Yeshiva University Youngstown State University Unleash the Power of Prediction With ROPA+ Jim Kadamus Vice President Ted Kail Senior Director February 2014

2. Todays Agenda The Sightlines Story & Whats New ROPA + Overview Discovery, Prediction, Performance ROPA+ Prediction & Performance Examples Sightlines New Member Portal Questions & Discussion 2 3. The Sightlines Story 2000 Founded in 2000 with 6 Institutions and 3 Employees Return on Physical Assets (ROPAsm) Founded in 2000 with 6 Institutions and 3 Employees Return on Physical Assets (ROPAsm) Launch Integrated Capital Planning Services Launch Integrated Capital Planning Services Acquisition of Pacific Partners Consulting Group (PPCG) Capital Renewal Service Acquisition of Pacific Partners Consulting Group (PPCG) Capital Renewal Service New Member Website New Member Website Introduction of ROPA+ Discovery Prediction Performance Introduction of ROPA+ Discovery Prediction Performance Launch of GoGreen Services & Partnership with CACP Launch of GoGreen Services & Partnership with CACP Database of 1 Billion GSF Database of 1 Billion GSF 2004 2008 2012 2014 Serving the Nations Leading Institutions: 19 of the Top 25 Colleges* 17 of the Top 25 Universities* Flagship Public Universities in 32 States Sightlines is proud to announce that: 450 colleges, universities and K-12 institutions are Sightlines clients including over 300 ROPA members. 93% of ROPA members renewed in 2013 57 institutions became Sightlines members in 2013 Sightlines is proud to announce that: 450 colleges, universities and K-12 institutions are Sightlines clients including over 300 ROPA members. 93% of ROPA members renewed in 2013 57 institutions became Sightlines members in 2013 * U.S. News 2014 Rankings 3 4. Discovery Provides Vocabulary & Benchmarking The Return on Physical Assets ROPASM Asset Value Change The annual investment needed to ensure buildings will properly perform and reach their useful life Keep-Up Costs Annual Stewardship The accumulated backlog of repair / modernization needs and the definition of resource capacity to correct them Catch-Up Costs Asset Reinvestment The effectiveness of the facilities operating budget, staffing, supervision, and energy management Operational Effectiveness The measure of service process, the maintenance quality of space and systems, and the customers opinion of service delivery Service Operations Success 4 5. Discovery Presents the Campus Story Annual Stewardship Falls Failures & operational demands increase Customer Satisfaction decreases Backlog of need increases Increasing Annual Stewardship Decreasing operational costs Increased customer satisfaction Backlog declines 5 6. Significant Pressures Facing Higher Education Decrease in State Budgets Desire to keep tuition stable Increasing student/faculty expectations Become more transparent and accountable Increasing deferred maintenance with limited capital & operational resources Building age demographics 6 7. 0 20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 120,000,000 140,000,000 GrossSquareFeet Higher Education Constructed Space - 1.3 Billion GSF (GSF built from 1880 to present) Thought Leadership in Higher Education How does this impact current and future capital investment needs and influence operational performance? 7 8. Phase1: Discovery Base Data Trends & Benchmarking Vocabulary Facility Relationships Phase2: Prediction Phase2: Prediction Predicting Capital Needs Understanding Facility Risk Identify Future Operating Targets Phase3: Performance Phase3: Performance Track Performance vs. Best In Class institutions Highlight progress towards set goals Introducing the Phases of ROPA+ Discovery Annual Updated Prediction Annual Updated 8 9. Releasing the Power of the Sightlines Database 9 Life Cycle Data on 220 Campuses Making Prediction Possible Life cycle data for 15 sub- systems on over 300 million GSF Building type and sub- system project costs on over 5,000 buildings 1.3 Billion GSF of Higher Education Facility Information Measuring Performance Over Time Operating Budget Costs Planned Maintenance Staffing Levels Work Order Data Age Profiles Energy Cost/Consumption Capital Projects 10. $0 $10 $20 $30 $40 $50 $60 $70 $80 ActualInvestment(Millions) Current Investments vs. Future Needs Annual Stewardship Asset Reinvestment High Risk Medium Risk Low Risk ROPA+ Predicting Future Capital Needs Releasing the Power of Prediction Value: Risk profile of future capital investment needs Capital Execution strategy on the timing of investments 10 Life Cycle Data on 220 Campuses Making Prediction Possible Life cycle data for 15 sub- systems on over 300 million GSF Building type and sub- system project costs on over 5,000 buildings 11. Releasing the Power of Performance -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.50 $1.00 $1.50 3Year%Change $/GSF Planned Maintenance Database Best In Class Institutions My Campus 1.3 Billion GSF of Higher Education Facility Information Measuring Performance Over Time Operating Budget Costs Planned Maintenance Staffing Levels Work Order Data Age Profiles Energy Cost/Consumption Capital Projects Value: Identification of Best in Class Institutions Track performance vs. future goals instead of historic trends 11 12. ROPA+ Prediction Examples 13. Backlog Deferred Maintenance ROPA+ Prediction: Changing the Conversation 13 50%50% Backlog/DM Renewal/Life Cycle Needs Renewal/Life Cycle Needs Presenting the Complete Story 14. Why Backlog Doesnt Tell the Full Story $125M $0 $20 $40 $60 $80 $100 $120 $140 2006 Backlog TotalDollars($inMillions) 2006 Backlog $125M $0 $20 $40 $60 $80 $100 $120 $140 7 Year Capital Investment TotalDollars($inMillions) Total 7 Year Capital Investment $130M $0 $20 $40 $60 $80 $100 $120 $140 2013 Backlog TotalDollars($inMillions) 2013 Backlog 14 15. $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 2006 Initial Backlog 2007 2008 2009 2010 2011 2012 2013 Total Backlog if No Investment Difference Current Backlog 2013 TotalDollars Comparing 2006 Backlog With the 2013 Backlog 15 ROPA+ Prediction: Presenting the Complete Picture Investment Impact 16. ROPA+ Prediction: Highlights Risk $228 $- $50 $100 $150 $200 $250 Asset Reinvestment Backlog TotalDollars(Millions) $88 $39 $102 $0 $50 $100 $150 $200 $250 Total 10 Year Need TotalDollars(Millions) Discovery (Asset Reinvestment) Discovery (Asset Reinvestment) Prediction (Capital Risk) Requires additional data above the current Discovery process 16 17. ROPA+ Prediction: Identifies an Execution Strategy $228 $- $50 $100 $150 $200 $250 Asset Reinvestment Backlog TotalDollars(Millions) $88 $39 $102 $0 $50 $100 $150 $200 $250 Total 10 Year Need TotalDollars(Millions) Prediction (Capital Risk) Requires additional data above the current Discovery process 17 $0 $5 $10 $15 $20 $25 $30 TotalDollars(Millions) Prediction (10 Year Capital Risk) Discovery (Asset Reinvestment) Discovery (Asset Reinvestment) 18. ROPA+ Prediction: Needs vs. Investment Capacity $0 $5 $10 $15 $20 $25 $30 TotalDollars(Millions) 10 Year Total Capital Need by Year $88 $150 $39 $102 $0 $50 $100 $150 $200 $250 Total 10 Year Need Projected Investment Capacity TotalDollars(Millions) 10 Year Total Capital Need & Capacity 18 19. ROPA+ Prediction: Scenario #1 Fixed Funding Approach $0 $5 $10 $15 $20 $25 $30 TotalDollars(Millions) 10 Year Total Capital Need by Year 19 $88 $150 $39 $102 $0 $50 $100 $150 $200 $250 Total 10 Year Need Projected Investment Capacity TotalDollars(Millions) 10 Year Total Capital Need & Capacity 20. ROPA+ Prediction: Scenario #2 - Shifting Investment Mix $0 $5 $10 $15 $20 $25 $30 TotalDollars(Millions) 10 Year Total Capital Need by Year 20 $88 $150 $39 $102 $0 $50 $100 $150 $200 $250 Total 10 Year Need Projected Investment Capacity TotalDollars(Millions) 10 Year Total Capital Need & Capacity 21. $88 $150 $39 $102 $0 $50 $100 $150 $200 $250 Total 10 Year Need Projected Investment Capacity TotalDollars(Millions) 10 Year Total Capital Need & Capacity $0 $5 $10 $15 $20 $25 $30 TotalDollars(Millions) 10 Year Total Capital Need by Year 21 ROPA+ Prediction: Scenario #3 Capital Campaign/Bond 22. Key Takeaways Value of Prediction Capital Planning tool to predict capital investment levels and understanding future risk Provides an execution strategy for capital investment funding at your campus Highlights the impact of various investment scenarios over the next 10 years 22 23. ROPA+ Performance Examples 24. ROPA+ Performance: Tracking Progress & Identifying Goals 24 Track Performance Discuss Future Goals & Areas of Focus Set Targets to Achieve Goals Identify Best in Class Institutions 25. Planned Maintenance Historic Analysis $0.00 $0.05 $0.10 $0.15 $0.20 $0.25 $0.30 $0.35 $0.40 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 $perGSF Planned Maintenance Planned Maintenance 25 26. Scatter plot is normalized for regional costs -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 3Year%Change $/GSF Sightlines Planned Maintenance Database ROPA+ Planned Maintenance Best in Class Best in Class Institutions My Campus Peer Institutions 26 27. Scatter plot is normalized for regional costs -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 3Year%Change $/GSF Sightlines Planned Maintenance Database ROPA+ Planned Maintenance Best in Class Best in Class Institutions My Campus Peer Institutions Best in Class Target 27 28. Scatter plot is normalized for regional costs -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 3Year%Change $/GSF Sightlines Planned Maintenance Database ROPA+ Planned Maintenance Best in Class Best in Class Institutions My Campus Peer Institutions 2014 Target Reach Peer Institutions 28 29. Scatter plot is normalized for regional costs -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 3Year%Change $/GSF Sightlines Planned Maintenance Database ROPA+ Planned Maintenance Best in Class Best in Class Institutions My Campus Peer Institutions 2014 Target Reach Peer Institutions 2015 Target 29 30. Scatter plot is normalized for regional costs -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 3Year%Change $/GSF Sightlines Planned Maintenance Database ROPA+ Planned Maintenance Best in Class Best in Class Institutions My Campus Peer Institutions 2014 Target Reach Peer Institutions 2015 Target 30 31. Scatter plot is normalized for regional costs -100% -50% 0% 50% 100% 150% 200% 250% 300% 350% 400% $0.00 $0.20 $0.40 $0.60 $0.80 $1.00 $1.20 $1.40 3Year%Change $/GSF Sightlines Planned Maintenance Database ROPA+ Planned Maintenance Best in Class Best in Class Institutions My Campus Peer Institutions 2014 Target Reach Peer Institutions 2015 Target 2016 Target 31 32. Key Takeaways Value of Performance Highlight Best in Class institutions to help inform future goals Measure performance vs. goals instead of historic trends Process to identify future goals in order to track and report performance Integrate performance dashboards with Sightlines New Member Portal 32 33. Sightlines New Member Portal 34. Sightlines New Member Portal Its time to get more from your data 34 More Support Informed with live notification to your data More Access Create customized dashboard featuring the metrics most important to you Seamlessly benchmark against 300 member institutions More Context My Story feature presents Sightlines key findings as an easy to digest narrative 35. ROPA+ Members Get Even More More control than ever before 35 More Foresight Leverage predictive analytics to anticipate facilities lifecycles and accurately track performance More Data Go deeper for an even more detailed story, drilling down into highly granular datasets and measuring progress toward key goals More Customization Build and customize your own benchmarks 36. Changing the Conversation with ROPA+ Prediction Capital Planning tool to predict capital investment levels and understanding future risk Provides an execution strategy for capital investment funding at your campus Highlights the impact of various investment scenarios over the next 10 years Performance Process to identify future goals in order to track progress Measure performance vs. goals instead of historic trends Identification of Best in Class institutions New Member Portal More customization with building your own benchmarks More data with drilling into the details behind your analysis More context with the campus story highlighting the key points from the ROPA+ analysis 36 37. Questions & Discussion For more information regarding ROPA+ please contact your regional account executive or you can reach us at 203-682-4950 [email protected]