The document discusses Texas A&M's approach to reducing its deferred maintenance backlog. It originally totaled $1.6 billion but was scrubbed down to $720 million by removing projects beyond 10 years and separating E&G from auxiliary projects. The $720 million need was categorized by timeframe (0-3 years, 4-7 years, 8-10 years), investment criteria, and building portfolio. A priority process was recommended to set investment goals, fund the highest priority projects within 3 years for safety and reliability, and defer some projects between 7-10 years to reduce the backlog to a recommended funding level of $505 million.

1. Case Study Texas A&M: A Strategic
Approach to Your Deferral Rate
Presented by: David Kadamus, President & CEO - Sightlines
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2. Impact of Scrubbing and Adding Projects
Original $1.6 billion FCA inventory scrubbed to $720 million
The Scrubbing Process:
• Segregated very large projects into
Descriptive text goes here repairs, component replacement or full
$1.7
system upgrade.
$1.5 • Reassessing project timeframes
• Separated E&G from Auxiliary projects
• Interviews with the facility managers
$1.3
and selected Deans to reconcile major
$ Billions
building needs with program directions.
$1.1
$0.9
Baseline
$0.720
$0.7
$0.5
Beginning FCA Scrubbed Out New Projects Current 10 Year
Inventory Projects Added Inventory
Scrubbed Out projects included projects beyond 10 years and auxiliaries
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3. Summary of the E&G project inventory
Projects by Category
The Total $720 Million Need by Timeframe
Descriptive text goes here
C (8 to 10
Yrs.), $167 ,
B (4 to 7 Yrs.), 23%
$364 , 51%
A (0 to 3 Yrs.),
$189 , 26%
All Projects were codified by:
• Timeframe
• Capital Investment Category
• Investment Criteria
• Building Portfolio
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4. Tools to Explain the Need
All Projects were codified by:
• Timeframe
Descriptive text goes here
• Capital Investment Category
• Investment Criteria
System
Row Labels Repair/Renewal Modernization Grand Total
A (0 to 3 yrs) $ 98,092,902 $ 90,429,308 $ 188,522,211
Reliability $ 43,907,861 $ 43,907,861
Safety/Code $ 13,824,807 $ 13,824,807
Asset Preservation $ 28,733,825 $ 66,505,273 $ 95,239,098
Program Improvement $ 11,626,409 $ 23,924,035 $ 35,550,444
B (4 to 7 yrs) $ 280,086,430 $ 84,213,291 $ 364,299,722
Reliability $ 79,240,171 $ 79,240,171
Safety/Code $ 37,146,965 $ 37,146,965
Asset Preservation $ 172,804,631 $ 215,745 $ 173,020,376
Economic Opportunity $ 4,327,942 $ 4,327,942
Program Improvement $ 23,713,686 $ 46,850,581 $ 70,564,266
C (8 to 10 yrs) $ 71,626,266 $ 95,044,077 $ 166,670,343
Safety/Code $ 65,058,511 $ 65,058,511
Asset Preservation $ 57,645,328 $ 57,645,328
Economic Opportunity $ 548,324 $ 548,324
Program Improvement $ 13,432,614 $ 29,985,566 $ 43,418,179
Grand Total $ 449,805,598 $ 269,686,676 $ 719,492,275
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5. Understanding the Need By Portfolio
$300
Millions
$250
Descriptive text goes here
$200
$150
$100
$50
$-
Reliability Safety/Code Asset Preservation
Program Improvement Economic Opportunity
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6. Creating the Priority Process
Total Project Inventory
Define campus portfolios to
Building Portfolio reflect institutional
mission, goals, functions, etc…
• A = within 3 years
Timeframe • B = 4 to 7 years
• C = 7 to 10 years
Reliability; Asset Preservation;
Investment Program; Safety / Code, and
Opportunity
Criteria (savings, grants, impact, sustainability
)
Project Assigned by relationship to
strategic plan, functional
Score sustainability, new resources.
“Breaking the ties”
Project
Plan
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7. Recommendations From the Priority Process
Setting The Base Investment Goal
Deferral of
Timeframe
C, $143
Recommended
Investment, $5
05
Deferral of
Recommended Recommended Total Transitional
Prioirity Actions Action Deferral* Backlog Projects, $72
Priority 1 Reliability Issues $ 107 $ - $ 107
Safety Issues $ 44 $ - $ 44
Transitional Portfolio $ 3 $ 72 $ 75
Sub Total $ 154 $ 72 $ 226
Priority 2 A Timetrame Issues Non-Transitional Portfolios $ 108 $ - $ 108
Priority 3 B Timetrame Issues Non-Transitional Portfolios $ 231 $ - $ 231
Priority 4 C Timeframe Legacy Projects $ 12 $ - $ 12
Priority 5 C Timetrame Issues Non-Transitional Portfolios $ - $ 143 $ 143
Total $ 505 $ 215 $ 720
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8. Summary of Recommended Funding Plan
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9. Contact us:
insights@sightlines.com
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