PUBLICATIONS

Here, you will find a number of publications relating to Roth IAMS services, sectors and everything in between. Please contact us if there is something more specific you are looking for.

Newsletters

Apr. 26, 2022

FACILITY CONDITION ASSESSMENT NEWS

Is your Organization Planning to Conduct Facility Condition Assessments in 2022?

Sourcewell contract ID

If so, are you planning to use Sourcewell for procurement?

Save time and money by combining the buying power of more than 50,000 government, education, and nonprofit organizations. Sourcewell holds hundreds of competitively solicited cooperative contracts ready for use.

Why does contracting through Sourcewell matter?

“Sourcewell exists for one reason: to help government, education, and nonprofits work more efficiently. We offer a wide range of cooperative contracts and have been a trusted agency resource for more than four decades. You save time and money, and participation is free—no fees and no obligation.” – Sourcewell-mn.gov

Learn more about Sourcewell and how to become a member. Visit Sourcewell-mn.gov

Roth IAMS is ranked #1, by Sourcewell, in North America for Facility Condition Assessment Consulting in 2021-22. Roth IAMS was awarded a Sourcewell contract following a rigorous request for proposal process resulting in contracts that meet, or exceed, local procurement requirements.

Contract with Roth IAMS directly for Facility Condition Assessment Services:

Sourcewell is a national, free service to pre-qualify vendors for institutional and public facilities. Members can by-pass RFPs and engage quality consultants directly.

A great way to get started is a Pilot Project to test out our services and our fees on a few key facilities.  Roth IAMS is currently working on and or discussing pilot projects with several secondary education campuses. Imagine doing a quick study of a few of your most sensitive facilities to assess Capital Planning, Asset Management, Energy Efficiency,  Building Performance, or ADA compliance.

Benefits of a Pilot Project:

Capital planning, based on reliable and defensible data can help you prioritize and obtain funding.

  • Check out our website at Rothiams.com or contact Kyle Christiansen, RA – VP of US Operations at christiansen@rothIAMS.com
  • RothIAMS is currently working with several managers of education-based facilities on pilot FCAs and Building Performance contracts using Sourcewell procurement.

MARYLAND LEADS THE WAY IN 2022 FOR K-12 SCHOOL FUNDING.

This article is based on the Workgroup on Assessment and Funding of School Facilities, January 2022. This report was based on a recommendation of the Knott Commission in 2018 and was delayed in 2019-2021. This report builds upon the 21st Century School Facilities Act of 2018.

Did you know that in 2022, 25% of the Maryland schools are required to have a Facility Condition Assessment?

Schools in Maryland are required to be reassessed every 4 years.

The Federal government accountability office (GAO) reports that school districts typically fund 81% of the capital expenditures with local moneys, with states typically contributing less than 20% of facility construction and renovation costs. Maryland is proposing to increase this to between 50 and 100% for 2022. On January 31, 2022, the Maryland General Assembly presented a report to the Governor on the Assessment and Funding of School Facilities. The report states that in 2022, the State of MD will fund school construction or renovation according to:

    • The state will pay at least 50% and as much as 100% of eligible school construction and renovation projects.
    • Facility Condition Assessments are required to be completed every 4 years by the State’s Interagency Commission on School Construction.

The FCA reports are required to contain:

    • FCI indexing to quantify the RUL, remaining useful life, of all of the schools
    • Data assessing the overall utilization of the schools based on Educational Sufficiency Standards.

Together, the FCI indexing and Educational Sufficiency Standards data are to be used to rank state K-12 schools according to a Maryland Condition Index (MDCI).  This would be used to rank and prioritize school facility funding. Key dates include:

Key Dates:

    • Beginning in 2022, 25% of the schools will be reassessed. This is based on the last assessment spanning between 2018 and 2021.The first set of school assessments were required to be completed by July 2019. This was not completed until July 2021.
    • In 2023, $400,000,000 is recommended to be set aside for school construction funding (base on the 21st Century School Facility Act)
    • In 2025, $40,000,000 will be set aside for use in 2025 and 2026. This is a “Priority Fund for Public School Facilities.”
    • In 2026, $80,000,000 will be set aside for each fiscal year, thereafter.
    • Funding for school projects will be allocated based on Gross Area Baselines that allocate square-footage per student. Schools that lose or gain student population will be affected by this funding formula.
    • No or low-interest loans will be allocated to school districts to assist local governments in funding their share of the projects. In 2023, $40,000,000 is proposed for this loan program. This fund will be known as the School Construction Revolving Loan Fund. Additional funding of $20M in 2024 and $10M in the following two years will be added to help keep the fund solvent in the initial years. Loans are expected to be repaid within 5 years.

In the second round of Facility Assessments, due to start in 2022, additional date is required, including:

    • Temperature, Humidity, Carbon Dioxide, and Acoustics
    • Lead Paint and Asbestos – ensure that a Management Plan is in place
    • Kitchen Sanitary Equipment – based on MD Dept. of Health minimum standards
    • Lighting – to be tested
    • Emergency Communication Systems – Identify and note RUL
    • Health Room assessment – note fixtures and attributes
    • Laboratory Spaces – note safety fixtures
    • Potable Water – Status
    • Functional use of HVAC, Life Safety, Roofs, and any other Critical Building System

The state of MD typically expects to fund 50% of the school facility costs. Increases to this formula include:

    • 10% for schools with 80% FRPM (free or reduced-price meals)
    • 5% for schools with 55% FRPM
    • 5% for schools rated Good or Superior maintenance-effectiveness
    • 5% if total cost of ownership is 15% below the state average.
    • 5% if constructed as a net-zero energy use school.

In 2022, the GAO notes that “53% of school districts, nationwide, need to replace multiple building systems (HVAC, electrical, Plumbing, gas piping, fire protection, etc.) while 16% of districts have not assessed their building needs in more than 10 years…. Recent estimates indicate that $85 billion per year is needed to maintain “good stewardship” of our nation’s schools.”

 


Statement of Qualifications

Jan. 06, 2022

STATEMENT OF QUALIFICATIONS: K-12 EDUCATION

By William (Bill) Roth, Roth IAMS Ltd.


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Jan. 06, 2022

STATEMENT OF QUALIFICATIONS: HIGHER EDUCATION

By William (Bill) Roth, Roth IAMS Ltd.


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Jan. 06, 2022

STATEMENT OF QUALIFICATIONS: MUNICIPAL

By William (Bill) Roth, Roth IAMS Ltd.


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White papers

Feb. 14, 2020

THE DAY OF ”RECONING”

Ayden Townsend, Roth IAMS Ltd.

As the March 31 reporting period approaches, District School Boards (DSBs) are faced with the task of reconciling their year-to-date capital project expenditures with EFIS (Education Financial Information System), by May 15, 2020, in order to receive their allocation of SCI (School Condition Improvement) funding.


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Feb. 13 2020

AIMING FOR LESS WORSE

By William (Bill) Roth, Roth IAMS Ltd., FCAPX and SLAM Technologies Ltd.

The beginning of a new year and a new decade is the perfect time to consider tackling an important issue for all Asset and Facility Managers. Do you find it challenging to set realistic expectations for the results of your capital renewal program? If you do, you are not alone.


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May 27, 2019

THE INTEGRATION OF CAPITAL AND MAINTENANCE

By William (Bill) Roth, Roth IAMS Ltd., FCAPX and SLAM Technologies Ltd.

For decades, Property and Asset Managers have been developing Capital Renewal Strategies independent of their Maintenance Management Strategies for their portfolios in an effort to drive more value (i.e. profit, educational outcomes, reduced patient stays, etc.), out of their buildings.


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Apr. 16, 2016

WHICH HIGH IS HIGHER THAN HIGH?

By William (Bill) Roth, Roth IAMS Ltd., FCAPX and SLAM Technologies Ltd.

In today’s complicated world of aging infrastructure and constrained funding, the most critical question Asset Managers need to answer is “Which High is Higher than High?”.


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Apr. 16, 2016

REINVENTING THE DREADED BUDGETING PROCESS

Tim Robins, L.I.F.T. Management Solutions & William (Bill) Roth, Roth IAMS Ltd.

Across all sectors of the facility asset management industry we have consistently heard organizations displeasure with their budgeting process. We would like to introduce you to a different approach that we have developed that has improved overall capital investment decisions, while reducing the burden and stress on the team members involved.


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