Capital Reserve Study Serves as “Roadmap” for Presbyterian Homes

“Quality assurance is the hallmark of zumBrunnen. The cooperation, reporting detail, and follow through cannot be beat. In our work with them in the area of project review and maintenance forecasting, the detail is meticulous, the quality is superb.”
Thomas F. Rockenbach, Jr., Former COO
Presbyterian Homes of Georgia

Challenges

Presbyterian Homes of Georgia has a 60-acre Life Plan Community (CCRC) and needed help in accurately assessing the condition of their campus. They also required assistance in developing an ongoing capital reserve funding plan and needed help in identifying and repairing maintenance problems (such as aging equipment, wood rot, water intrusion, etc.). In addition, the client wanted help in making regular updates to the plan.

Solutions

zumBrunnen provided a Campus Wide FacilityForecast® study in 2001 to offer the client a baseline list of Presbyterian Homesimmediate repairs and a long-term plan to better manage their facilities. As an ongoing client, Presbyterian Homes uses zumBrunnen’s proprietary FacilityForecast® software as a “roadmap” to capital improvements and the annual budgeting process allowing the client to update data as issues are resolved and repairs are made. The CWFF® report is an important planning tool, helping prioritize what needs to be updated each year. “The most beneficial feature of the system,” explains client Tom Rockenbach of Presbyterian Homes, “is the real-time forecast updating. We reload the numbers, and it automatically recalculates, helping us project an accurate budget for the coming years.”

The study identified problems for repair, and Dan Williams, zumBrunnen’s experienced Senior Project Manager, developed cost effective solutions to correct the issues.

Services Provided:

  • Pre-Closing Document Review
  • Construction Monitoring
  • Campus Wide FacilityForecast®
  • Construction Consulting
  • Construction Project Management Client

Overview:

A non-profit Life Plan Community located in Austell, GA. The community is built on 60 acres and includes the following:

  • 95 Independent Living Apartments, Cottages and Cluster Homes
  • 24 Assisting Living Units
  • 102 Skilled Nursing Beds
  • 45 Memory Support Units
  • Wellness Center and other related community common areas
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