The University of North Carolina
GENERAL ADMINISTRATION
POST OFFICE BOX 2688, CHAPEL HILL, NC 27515-2688
Jonathan C. Pruitt – Vice President for Finance
Telephone: (919) 962-4600 • Fax: (919) 962-0008 • E-mail: jpruitt@northcarolina.edu
September 22, 2014
2015-17 BUDGET MEMORANDUM – Number 4
TO:
The Chancellors
President, UNC Hospitals
FROM:
Jonathan C. Pruitt
SUBJECT: Preparation of the 2015-17 Capital Budget Priorities
This budget memorandum is the fourth and final budget memorandum for the
2015-17 biennium and provides instructions for the preparation of the 2015-17
Budget Priorities for Capital Improvements Projects, whether funded from
appropriated or non-appropriated sources.
This memorandum requests information to support the three areas of the
University’s Capital Budget Priorities: State appropriated Capital Projects, Nonappropriated Capital Projects and State Appropriated Repair and Renovation
Projects.
Appropriated Capital Improvements Projects (Six Year Plan)
Submittal Date: on or before October 6, 2014
For your 2015-2021 Six-Year Appropriated Capital Improvements Plan, we ask
that you update and revise your 2013-2019 plan (attached). Allowed changes to
your plan include deleting, adding or revising projects to reflect changing
priorities. The total dollar amount of your request must be consistent with the
total dollar amount of your 2013-2019 request.
If a new project is added please complete and submit the appropriated capital
template (attached) for project details and a building operating reserve model
that will provide an estimate of operating impact.
The building operating reserve model will be made available to you by September
26, 2014.
Non-Appropriated Capital Improvements Projects (Six Year Plan)
Submittal Date: on or before October 13, 2014
For your 2015-2021 Six-Year Non-Appropriated Capital Improvements Plan,
we ask that you update and revise your 2013-2019 plan (attached). Allowed
changes to your plan include deleting, adding or revising projects to reflect
authorized projects or changing priorities. The total dollar amount of your
request must be consistent with the total dollar amount of your 2013-2019
request.
MEMO TO: Chancellors
Page Two
September 22, 2014
If a new project is added please complete and submit the non-appropriated capital template
(attached) and a building operating reserve model. The building operating reserve model will
be made available to you by September 26, 2014.
Repairs and Renovations Projects (Six Year Plan)
Submittal Date: on or before October 20, 2014
For your 2015-2021 Six-Year Repairs and Renovations Plan, we ask that you update and revise
your 2013-2019 plan (attached) by entering your data directly into the Excel R&R projects
template (attached). Allowed changes to your plan include deleting, adding or revising projects
to reflect funded projects or different priorities. The total dollar amount of your request must be
consistent with the total dollar amount of your 2013-2019 request.
Please prioritize the projects within each project type. This will help us aggregate data for a
University-wide summary. As required by G.S. 143C-3-3(c), please provide the associated FCAP
ASSET NUMBER and DEFICIENCY NUMBER for each proposed project. Understanding that
your proposed project might align with a number of FCAP items, please include, in rank order,
as many major FCAP items as you feel appropriate. If the proposed project has not been
identified by the FCAP visitation team, please supply your rationale for completing this project
in front of identified projects.
If a new project is added please add the project under the appropriate G.S. 143C-4-3 “type of
project” (see below). Please add the “type of project” if not used in the 2013-2019 plan.
G.S.143C-4-3 (b) states:
Use of Funds – The funds in the Repairs and Renovations Reserve Account shall be used only for the repair
and renovation of State facilities and related infrastructure that are supported from the General Fund.
Funds from the Repairs and Renovations Reserve Account shall be used only for the following types of
projects:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
Roof repairs and replacements;
Structural repairs;
Repairs and renovations to meet federal and State standards;
Repairs to electrical, plumbing, and heating, ventilating, and air-conditioning systems;
Improvements to meet the requirements of the Americans with Disabilities Act, 42
U.S.C. § 12101, et seq., as amended;
Improvements to meet fire safety needs;
Improvements to existing facilities for energy efficiency;
Improvements to remove asbestos, lead paint, and other contaminants, including the
removal and replacement of underground storage tanks;
Improvements and renovations to improve use of existing space;
Historical restoration;
Improvements to roads, walks, drives, utilities infrastructure; and
Drainage and landscape improvements.
Funds from the Repairs and Renovations Reserve Account shall not be used for new construction or the
expansion of the building area (sq. ft.) of an existing facility unless required in order to comply with federal
or State codes or standards.
MEMO TO: Chancellors
Page Three
September 22, 2014
If you have any questions regarding this request, please contact William Johnson at (919) 962-4611 or by
email at wcjohnson@northcarolina.edu.
Please email your submissions to Jeanine Rose (jrose@northcarolina.edu) and William Johnson
(wcjohnson@northcarolina.edu).
Thank you for your assistance.
Attachments
cc: Chief Academic Officers
Chief Finance Officers
Chief Facilities Officers
Capital Project Coordinators
Legislative Liaisons
Ms. Elizabeth Grovenstein, OSBM