315 Routine Maintenance, Capital Asset Management, 及杂项设施管理及部门服务

理由是: 为确定日常维护的适当资金来源提供标准, 资本资产管理及杂项设施管理部服务.

政策: Routine Maintenance of General Fund facilities (academic, administrative, intercollegiate athletic, parking decks/lots), utility services, 道路, 通往每栋建筑的人行道和地面都是由普通基金资助的, 主要通过设施管理部(FM)的运营预算, to the extent funding is available. 资本资产管理(CAM)通过特别拨款获得资金, investment income from quasi-endowments, 债务, FM service charges, Plant Renewal budgets or other sources. 辅助基金设施的日常保养及维修保养(例如.g. 住房, Golf and Learning Center, Meadow Brook Hall, Meadow Brook Amphitheater, Meadow Brook Theater, Oakland Center,  你公司., and Shotwell Pavilion, (除非管理协议另有规定)由辅助业务提供资金.  辅助单位为指定供辅助顾客主要使用的停车场提供与停车场有关的费用.e. P-51、P-61、Nicholson公寓(P-9)、Matthews公寓(P-12). 杂项调频服务由提出要求的部门通过调频服务费或外部承办商提供经费.  所有需要在工厂基金中核算的CAM项目都需要FM批准才能建立横幅基金.

SCOPE AND APPLICABILITY: 此政策适用于所有例行维护、CAM和杂项FM服务.

定义:

Routine Maintenance: 例行维护是有计划的、预防性的维修和物理改进. 日常维护的资金通常通过运营预算进行预算.

Capital Asset Management (CAM): CAM包括三个不同的组成部分，资金来自不同的来源, 包括工厂更新预算和部门运营预算, but not from FM operating budgets:

1. Plant Renewal: 植物更新是一种循环修复和更换，延长校园设施和系统的使用寿命并保持其可用状态. 它还包括与代码变更和新的环境和安全标准相关的必要升级. 植物更新需求通常可以通过生命周期分析(如.g. 屋面、供暖和制冷系统、电气开关设备等.).
   
   
2. Deferred Plant Renewal: 延期工厂更新(通常称为“延期维护”)包括由于预算过程中资金不足或认为优先级较低而未执行的工厂更新措施.
   
   
3. Plant Adaptation: Plant Adaptation includes renovations, 为新的或修订的目的或计划而改造或升级空间的改造和改建. It also includes functional improvements in response to changes in academic disciplines; shifting expectations for academic and administrative support services; and altered markets for faculty and students.

Miscellaneous FM Services: Miscellaneous FM Services include vehicle maintenance, athletic field materials, contract services, moving and set-up, painting (non-classroom), flooring and support services for special events, 并由申请部门的营运预算或储备金提供资金.

程序: FM的业务预算用于普通基金日常维护服务.  此外，还为有限的工厂更新和延期的工厂更新项目提供了一些资金. FM’s budgets do not include funding for Plant Adaptation, Miscellaneous FM Services or Auxiliary facilities. 因此, 满足涉及植物适应或杂项FM服务的新项目需求的请求必须由请求实体或特别拨款提供资金. 在提出这种服务的请求时，必须提供资金来源. (See Attachment 1)

General Fund buildings may contain programs or activities that are not General Fund supported; and Auxiliary buildings may contain programs or activities which are General Fund supported. 

因此，在确定例行维护的资金来源时，应遵循以下原则:

1. General Fund Buildings without Auxiliary Activities: 普通基金建筑物的日常维修费用将由基金业务预算提供, to the extent funding is available.
   
   
2. General Fund Buildings with Auxiliary Activities: 普通基金大楼辅助项目或活动的日常维护费用将由相应的辅助实体承担，除非维护或维修项目显然是普通基金大楼一般功能的一部分，如主电源, air handling systems, structural and mechanical systems, 等.  FM将维护公用设施，不包括分配系统.
   
   
3. Auxiliary Buildings without General Fund Activities: 辅助建筑物的日常维修费用将由适当的辅助实体承担.
   
   
4. Auxiliary Buildings with General Fund Activities: 用于普通基金计划或辅助建筑活动所需的日常维护, funding will come from the FM operating budget, to the extent funding is available.
   
   
5. Other Funding Circumstances: When a funding source is disputed, 该问题应提交主管财务和行政的副总裁解决.

Plant Fund funds: 应在工厂基金中设立旗帜基金，用于所有例行维护, CAM和FM提供预算超过50美元的杂项FM服务项目,000. 除了, 可以为较小的项目设立旗帜基金，单独跟踪资金来源和费用将是有益的.

Service Requests:  All requests for Routine Maintenance, Capital Asset Maintenance, and Miscellaneous FM Services, including a projected/requested timeline, are to be submitted to FM, via work order requests to the Work Control Center (see OU美联社&P #380 Work Orders).

RELATED POLICIES AND FORMS:

附录:

Attachment 1 Facilities Management Charge-backs list