Internal Management Memoranda
EFFECTIVE DATE: June 23, 2006
INTERNAL MANAGEMENT MEMORANDUM NUMBER: 6C1-6.40-5 (Revised)
SUBJECT: IFAS; UF Form 90 Procedures and IFAS Project Approval Process
Regarding Repairs, Renovations, Remodeling, New Construction, and Land
Improvements.
- Definitions
- New construction--defined in Ch. 1013, Florida Statutes as the construction
of a building or unit of a building in which the entire work is new or an entirely
new addition connected to an existing building or which adds additional square
footage to the space inventory.
- Remodeling--defined in Ch. 1013, Florida Statutes as the changing of
existing facilities by rearrangement of spaces and their use and includes, but is not
limited to, the conversion of two classrooms to a science laboratory or the conversion of
a closed plan arrangement to an open plan configuration.
- Renovation--defined in Ch. 1013, Florida Statutes as the rejuvenation or
upgrading of existing facilities by installation or replacement of materials and equipment
and includes, but is not limited to, interior or exterior reconditioning of
facilities and spaces; air-conditioning, heating or ventilating equipment; fire alarm
systems; emergency lighting; electrical systems; and complete roofing or roof
replacement, including replacement of membrane or structure. As used in this subsection,
the term "materials" does not include instructional materials.
- Maintenance and Repair--defined in Ch. 1013, Florida Statutes as the upkeep
of educational and ancillary plants including, but not limited to, roof or
roofing replacement short of complete replacement of membrane or structure; repainting
of interior or exterior surfaces; resurfacing of floors; repair or replacement of
glass; repair of hardware, furniture, equipment, electrical or plumbing fixtures; and
repair or resurfacing of parking lots, roads and walkways. The term "maintenance and
repair" does not include custodial or grounds keeping functions, or renovation except
for the replacement of equipment with new equipment of equal systems meeting current
code requirements, provided that the replacement item neither places increased
demand upon utilities services or structural supports nor adversely affects the
function of safety to life systems.
- Minor construction projects--a project whose construction cost is estimated
to be $1,000,000 or less, or a planning or study activity for which the professional
fee is $25,000 or less. Minor projects may be funded by: 1) aggregate appropriation
of the legislature for deferred maintenance, remodeling, renovation, maintenance,
repairs and site improvements or fire code corrections 2) State appropriation line items
approved by the legislature 3) from non-General Revenue Funds, e.g. auxiliary funds,
grants, etc. 4) from General Revenue Funds.
- Form 90--used by the University to document the review and
approval/disapproval of proposed minor construction projects relating to new construction, remodeling
and renovation.
- Fixed Capital Outlay (FCO)--defined in Ch. 216, Florida Statutes as the
appropriation category used to fund real property (land, buildings, including appurtenances,
fixtures and fixed equipment, structures, etc.), including additions, replacements,
major repairs and renovations to real property which materially extend its useful life or
materially improve or change its functional use and including furniture and equipment
necessary to furnish and operate a new or improved facility, when appropriated by the
Legislature in the fixed capital outlay appropriation category.
- Fund Applications
- New Construction--Shall be funded from Fixed Capital Outlay. PECO minor
project funds may be used if the project meets the criteria specified in FS Section
1013.64.
- Remodeling--May be funded from PECO, general revenue, auxiliary, grant, and
other sources as appropriate.
- Renovation--May be funded from PECO, general revenue, auxiliary, grant, and
other sources as appropriate. Major renovations which materially extend the
buildings useful life or materially improve or change its functional use shall be funded from
Fixed Capital Outlay.
- Maintenance and Repair--May be funded from PECO, general revenue auxiliary,
grant, and other sources as appropriate. Replacement of equipment with new
equipment of equal systems meeting current code requirements is considered
maintenance and repair and may be funded accordingly.
- Site Improvements/Site Development--May be funded from PECO, general
revenue, auxiliary, grant and other sources as appropriate.
- Project Approval
- PECO projects (minor renovation funds), established initially at the start
of the fiscal year will be referred to the IFAS Space and Facilities Committee for
recommendation to the Senior VP/Deans for approval.
- However, GR funded projects under $100,000 and other non-PECO funded
projects under $50,000 may also be initiated by FP&O Director, all other projects above
these fund types/amounts to be approved by the IFAS Space and Facilities Committee
and/or the Senior Vice President's Office for approval.
- FCO projects funded over $25,000 must be approved by the IFAS Space and
Facilities Committee and/or the Senior Vice President’s Office.
- Project funds may be transferred between projects at the discretion of the
Director of FP&O (net change not to exceed $10,000), IFAS Space and Facilities Committee,
and/or the Senior Vice President’s Office.
- New construction (including minor buildings) requires Legislative Approval
and will require Fixed Capital Outlay budget.
- Funds for projects covered by this IMM may come from general revenue,
auxiliary, grant, or other sources. (See IMM 6C1-6.60-5 if SHARE funds are to be used)
- Where Fixed Capital Outlay (FCO) is required, the Fixed Capital Outlay
budget will be released, upon approval of the State Comptroller's Office, to the
University of Florida's Fixed Capital Outlay Fund. Cash (the same amount as that on the
approved UF Form 90) will be transferred from the approved FCO-type funding source by
UF Construction Accounting to the University of Florida's Fixed Capital Outlay
Fund to cover this released budget. A specific account will be established in the FCO
fund for the project and expenditures will not be made from the originating source.
- A Form 90 will be initiated for any new construction project adding space or
any
renovation/remodeling project that changes space configuration. The IFAS
Facilities Planning
and Operations Project Manager will initiate the Form 90 in consultation with
Unit Leader.
The Form 90 will be routed as follows:
- FP&O Administration for verification of project information,
- FP&O Space Inventory Administrator,
- FP&O Operations for review of maintenance concerns,
- FP&O Accountant,
- FP&O Director,
- UF Environmental Health & Safety,
- UF Construction Accounting,
- UF Campus Facilities Planning & Construction,
- UF Finance and Administration (if over $50,000),
- UF Campus Facilities Planning & Construction sends approved Form 90 back to
FP&O for project to proceed.
- If construction is to be done by an outside contractor, IFAS FP&O will
determine the contracting method and in accordance with University standards.
- At the completion of a project, IFAS FP&O will prepare a Project Completion
Form and forward to UF Construction Accounting, and the project capitalized as
appropriate.
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