LeadingAge North Carolina Annual Conference:

The LeadingAge North Carolina 56th Annual Spring Conference and Trade Show will be held on May 14-17, 2012 in New Bern, NC. zumBrunnen will be exhibiting at Booth #38, and the firm will be co-presenting a session titled “Ensure a Financially and Physically Fit Facility for the Long Haul” from 4:15-5:15 PM on Tuesday, May 15, 2012.

Ensure a Financially and Physically Fit Facility for the Long Haul:

John zumBrunnen will make the presentation with Mario McKenzie, Partner with CliftonLarsonAllen LLP. The session will help executive officers and board members understand the critical financial and facility issues that must be identified and accounted for in their budgets. The speakers will describe the methodologies and proprietary techniques used by professional financial advisors and engineers. Attendees will learn how the data developed by professional financial advisors and engineers proves crucial to positioning financials and facilities for the future.

About LeadingAge North Carolina:

LeadingAge North Carolina is the state association of not-for-profit providers dedicated to providing quality care, housing, health, community and related services to the elderly. As the only Association in North Carolina exclusively representing not-for-profit long term care facilities, a primary goal is to support members in maintaining their 501(c)(3) status and promoting the not-for-profit philosophy of quality long term care and services for the elderly. LeadingAge North Carolina member facilities serve more than 20,000 older people and meet the needs of thousands more through facility outreach programs such as home health care, congregate meals, respite care, day care and other supportive services. For more information, please visit www.LeadingAgeNC.org.

LeadingAge Texas Annual Meeting:

The LeadingAge Texas 53rd Annual Meeting & Trade Show will be held on May 20-23, 2012 in Dallas, TX. zumBrunnen will be co-presenting “The Fundamentals of Strategic Capital Planning: Understanding Your Financial and Physical Health and Capabilities” from 2:00-4:00 PM on Monday, May 21, 2012.

The Fundamentals of Strategic Capital Planning: Understanding Your Financial and Physical Health and Capabilities:

Tom Doyen, Director Business Development for zumBrunnen will make the presentation with Troy Langsdale of CliftonLarsonAllen LLP. The session will focus on the importance of the strategic planning process. As senior living communities continue to age and competitors enter the market, the implications of strategic planning and strategic capital replacement planning become even more critical. This session will explain the fundamental issues in the process and explore how to use smart planning to position communities for the future.

About LeadingAge Texas:

LeadingAge Texas (formerly the Texas Association of Homes and Services for the Aging or TAHSA) was established in 1959 as a Texas not-for-profit corporation. Its purpose is to provide leadership, advocacy and education for not-for-profit retirement housing and nursing home communities that serve the needs of Texas retirees. The Association is comprised of more than 275 members, including approximately 250 of Texas’ finest retirement housing communities, assisted living facilities, continuing care retirement communities and nursing homes. Over 30,000 older persons reside in LeadingAge Texas-member communities. Thousands more are served through home health services, adult day care centers and other community out-reach services. LeadingAge Texas member homes are sponsored primarily by community-based non­profit civic, religious, fraternal and other quality groups and are mission-driven organizations. For more information, please visit www.LeadingAgeTexas.org.

About zumBrunnen, Inc.:

zumBrunnen, Inc. was founded in 1989. With offices in Atlanta, GA and Charlotte, NC, the firm specializes in construction consulting, property condition assessments, facility condition assessments, long-range capital reserve study planning and thermal imaging services for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including senior living, educational, multi-family, healthcare, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. The firm is involved with numerous associations including LeadingAge (formerly the American Association of Homes & Services for the Aging or AAHSA), LeadingAge North Carolina (formerly NCANPHA), LeadingAge Florida (formerly FAHSA), Aging Services of Georgia (formerly GAHSA), Life Services Network (LSN), Coalition for Leadership in Aging Services (CLAS), Association of Professional Reserve Analysts (APRA), Community Associations Institute Georgia (CAI-GA), Community Associations Institute North Carolina (CAI-NC), Community Associations Institute South Carolina (CAI-SC) and the Association of the Wall and Ceiling Industry (AWCI). For more information about zumBrunnen, please call 404-601-4050 or e-mail info@zumBrunnen.com.

Ensure a Financially and Physically Fit Facility for the Long Haul:

zumBrunnen’s session is titled Ensure a Financially and Physically Fit Facility for the Long Haul and will be held on Thursday, May 3 from 8:30-10:00 am and continue from 11:00-noon. John zumBrunnen will make the presentation with Chad D. Kunze, CPA, Principal with CliftonLarsonAllen LLP. Attendees will receive 2.5 continuing education units for the session.

The session will help executive officers and board members understand the critical financial and facility issues that must be identified and accounted for in their budgets. The speakers will describe the methodologies and proprietary techniques used by professional financial advisors and engineers. Attendees will learn how the data developed by professional financial advisors and engineers proves crucial to positioning financials and facilities for the future.

About LSN:

Life Services Network (LSN) is the largest eldercare association in Illinois. For over 75 years, the association has represented providers of services for older adults, including nursing care, supportive and assisted living, senior housing and home and community based services. LSN is nationally recognized for its innovative programs, leadership and expertise on issues related to long term care and senior housing and services. LSN is also the state affiliate of LeadingAge (formerly AAHSA) and the Assisted Living Federation of America (ALFA). For more information, please visit www.lsni.org.

About zumBrunnen, Inc.:

zumBrunnen, Inc. was founded in 1989. With offices in Atlanta, GA and Charlotte, NC, the firm specializes in construction consulting, property condition assessments, facility condition assessments, long-range capital reserve study planning, thermal imaging services and energy audits for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including senior living, educational, multi-family, healthcare, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. The firm is involved with numerous associations including LeadingAge (formerly the American Association of Homes & Services for the Aging or AAHSA), LeadingAge North Carolina (formerly NCANPHA), LeadingAge Florida (formerly FAHSA), Aging Services of Georgia (formerly GAHSA), Life Services Network (LSN), Coalition for Leadership in Aging Services (CLAS), Association of Professional Reserve Analysts (APRA), Community Associations Institute Georgia (CAI-GA), Community Associations Institute North Carolina (CAI-NC), Community Associations Institute South Carolina (CAI-SC) and the Association of the Wall and Ceiling Industry (AWCI).For more information about zumBrunnen, please call 404-601-4050 or email info@zumBrunnen.com.

“As a firm of independent building consultants, we recognize the importance of energy conservation and smart energy management to maximize resources,” said Thomas M. Maher, P.E., LEED® Green Associate and Certified Energy Manager®. “We are excited about offering energy audits to our clients because it will help them locate problems, enhance comfort, conserve energy and save money. As part of the audits, we will use our new thermal imaging equipment to help us quickly scan large areas and review an entire building including the roof, building envelope and all mechanical systems. It will help us pinpoint problems including specific areas of energy loss, water penetration, electrical hot spots and substandard construction that negatively impact building performance.”

About the zumBrunnen Level 1 Energy Audit:

zumBrunnen will offer a Level 1 Energy Audit. This audit includes performing a walk-through inspection of the facility to identify maintenance, operational or deficient equipment issues and to also identify areas which need further evaluation. An infrared camera will be used to assess the facility. Energy bills will be analyzed to determine the building’s energy cost and efficiency. The audit includes nameplate information of major equipment and additional information if available. A Level 1 analysis will typically identify and provide a savings and cost analysis of low to no-cost measures (operational), and a list of capital improvements that should be considered. Budget estimates of investment and savings are provided with the report.  This study is good for prioritizing projects, and the cost runs between $2,000 to $5,000 per building depending on the type and size. zumBrunnen’s Level 1 Energy Audit includes a one-day visit, and the report will be submitted to the client in one to two weeks.

About the zumBrunnen Level 2 Energy Audit:

zumBrunnen will also offer a Level 2 Energy Audit. In addition to the Level 1 scope, this study also includes a more detailed building survey and energy analysis. Field measurements are taken to supplement nameplate data.  Reference to TAB reports may be included.  Life cycle cost analyses of competing energy conservation measures (ECMs) are included, and the data is provided to justify the recommendations. The cost is usually between $7,500 and $20,000 per building. The energy conservation measures are generally capital expenditure items, and the ROI and payback period are presented in the report. A one to two-day visit is normal for the typical commercial building, but it could take up to a week for more complex buildings. The final report should be provided in two to four weeks.

How zumBrunnen’s Infrared Equipment Improves their Energy Audits:

As part of the energy audits, zumBrunnen’s inspectors will use their new thermal imaging equipment to “see” where energy efficiency can be improved by allowing the inspectors to locate missing insulation, poorly sealed windows and doors and locate inadequate or poorly sealed ductwork. The infrared camera also exposes otherwise non-visible moisture problems and helps locate areas of water intrusion. The equipment will also help detect electrical problems because with the high-quality thermograms, the inspectors can “see” loose connections with motors, starters and/or in an electrical panel that, if left unchecked, might cause later serious problems such as fire.

About the Certified Energy Manager® (CEM®) Credential:

zumBrunnen Senior Project Manager Thomas M. Maher is recognized as a Certified Energy Manager and earned the (CEM) credential  from the Association of Energy Engineers (AEE) demonstrating his professional knowledge of energy management practices. Maher joined zumBrunnen in 2005, and his depth of experience includes over 30 years of professional work in the industry. Maher holds a Bachelor of Technology in Mechanical Engineering from Delaware State University, and he is registered as a Professional Engineer in the State of Delaware. He is certified as a LEED® Green Associate from the U.S. Green Building Council (USGBC), and he is also recognized as a Certified Level I Thermographer.

About zumBrunnen, Inc.:

zumBrunnen, Inc. was founded in 1989. With offices in Atlanta, GA and Charlotte, NC, the firm specializes in construction consulting, property condition assessments, facility condition assessments, long-range capital reserve study planning, thermal imaging services and energy management services for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including senior living, educational, multi-family, healthcare, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. The firm is involved with numerous associations including LeadingAge (formerly the American Association of Homes & Services for the Aging or AAHSA), LeadingAge North Carolina (formerly NCANPHA), LeadingAge Florida (formerly FAHSA), Aging Services of Georgia (formerly GAHSA), Life Services Network (LSN), Coalition for Leadership in Aging Services (CLAS), Association of Professional Reserve Analysts (APRA), Community Associations Institute Georgia (CAI-GA), Community Associations Institute North Carolina (CAI-NC), Community Associations Institute South Carolina (CAI-SC) and the Association of the Wall and Ceiling Industry (AWCI). For more information about zumBrunnen, please contact 404.601.4050 or info@zumBrunnen.com.

• Current Funding Plan
  • The current reserve fund balance, along with the historical or current planned annual reserve contributions, are provided by the Client
  • The Current Funding Plan is presented to show adequacy of the current funding or any projected budget shortfalls

• Fully Funded Plan – Component Method
  • The goal of a Fully Funded plan is to fund 99+% of the accumulated depreciation
  • Developed by HUD in the early 1980s
  • Funding of each item is amortized over the item’s remaining life
  • For those properties more than one year old, a Fully Funded Plan will result in higher initial contributions and a more conservative reserve balance than the Baseline and Threshold Funding Plans outlined below

• Baseline Funding Plan
  • The goal of Baseline Funding Plan is to identify the minimum annual contribution requirements so the reserve balance does not drop below zero dollars during the specified Reserve Term
  • The Baseline Funding Plan forecasts a minimum funding level for the Reserve Term years only; major expenses beyond the Reserve Term may not be adequately funded

• Threshold Funding Plan
  • The Threshold Funding Plan is the Baseline Funding Plan with funding amounts increased by a minimum threshold amount (contingency)
  • The minimum threshold amount is calculated by taking the threshold percentage (3-5%) of the total one-time replacement cost of all capital items

• Modified Funding Plan
  • A Modified Funding Plan can be provided when the statutes, covenants, or Client directives vary from any of the above plans

For additional information, please refer to our white paper titled “Manage Maintenance Risk by Funding Replacement Reserves” found at http://www.leadingage.org/Article.aspx?id=3262.

Critical Resources for Building Executives

zumBrunnen specializes in providing educational clients with comprehensive facility assessments and capital replacement reserve budget studies, trademarked as Campus Wide FacilityForecast® Studies, as well as a broad range of independent building consulting services. zumBrunnen helps schools analyze facilities and develop long-term (20+ year) strategic capital plans to ensure adequate funding from boards, supporters and foundations to achieve long-range objectives. zumBrunnen helps key administrators make critical decisions to either repair, renovate, reposition or replace a building, or possibly an entire campus. The firm also provides consulting services for new construction to ensure projects are completed on time, within budget and to the highest quality standards.

Ensure Mission: Facility Assessments and Funding Replacement Reserves:

Tom Doyen, Director of Business Development for zumBrunnen, is presenting a roundtable session titled “Ensure Mission: Facility Assessments and Funding Replacement Reserves” on Tuesday, February 28 from 3:30-5:00 pm. Attendees will learn how increasing capital needs and requirements of physical plants necessitate a more thoughtful approach to short- and long-term replacement reserve planning. Doyen will discuss the inherent risks associated with limiting replacement planning to short-term budget outlooks of 5 or 10 years. He will review the process of facility assessment and replacement reserve planning per national standards.

Participants will learn about various methodologies and proprietary techniques used for facility assessment and how to integrate them into a replacement reserve plan. Attendees will discover how to make the assessment, budgeting process and report dynamic, not a one-time static report that ultimately ends up as a dust cover in a year or two; and how it helps lower operating costs and environmental impact while increasing purchasing power. Doyen will explain how to tailor an assessment and funding plan to ensure it meets a unique business model.

About the National Business Officers Association (NBOA):

Founded in 1998, NBOA is the only national professional association for independent school business officers. NBOA develops, delivers and promotes best business practices to advance independent schools. NBOA membership includes over 850 schools from every region in the country as well as several international sites. Combined enrollment of member schools exceeds 270,000 students; combined budgets exceed $6 billion. For more information, please visit www.nboa.net.

About zumBrunnen, Inc.:

zumBrunnen, Inc. was founded in 1989. With offices in Atlanta, GA and Charlotte, NC, the firm specializes in construction consulting, property condition assessments, facility condition assessments, long-range capital reserve study planning, thermal imaging services and energy management services for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including educational, senior living, healthcare, multi-family, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. In addition to membership in the Southern Association of Independent Schools (SAIS) and the North Carolina Association of Independent Schools (NCAIS), the firm is also involved with LeadingAge and is active in various state chapters of the association. The firm is also involved with the Coalition for Leadership in Aging Services (CLAS), Life Services Network (LSN), Association of Professional Reserve Analysts (APRA), Community Associations Institute (CAI) and various state chapters as well as the Association of the Wall and Ceiling Industry (AWCI). For more information about zumBrunnen, please call 404-601-4050 or email info@zumBrunnen.com.

“As a firm of independent building consultants, we recognize the importance of proper EIFS evaluation and inspection,” said Lombroia. “We look forward to developing an expanded list of EIFS-related inspection services to help our clients better assess their facilities. The CEI designation will also allow us to pursue new clients and opportunities where the credential is a requirement for doing business. Most importantly, the CEI designation provides assurance to our clients we are competent and qualified to inspect their exterior insulation and finish systems.”

Lombroia joined zumBrunnen in 2008, and he is a Senior Project Manager with the firm. His depth of experience includes 40 years of professional work in the industry. Lombroia holds a Bachelor of Science in Engineering from the University of South Florida. He is a licensed Professional Engineer (P.E.) in Georgia and Florida. He is also a Certified Special Threshold Inspector in Florida, and he is a member of the American Society of Civil Engineers. His EIFS Inspector certificate number is 1104111.

About the Association of the Wall and Ceiling Industry (AWCI):

The AWCI represents 2,200 companies and organizations in the acoustics systems, ceiling systems, drywall systems, exterior insulation and finishing systems, fireproofing, flooring systems, insulation, and stucco contractors, suppliers and manufacturers and those in allied trades. Their mission is to provide services and undertake activities that enhance their members’ ability to operate a successful business.

About the Certified EIFS Inspector (CEI) Credential:

The AWCI’s education and certificate program called EIFS—Doing It Right® is based on industry-accepted best practices and standards, such as ASTM C1397, ASTM E2430, EIMA Guidelines, and refers the participant to manufacturer recommendations when appropriate. The certificate program is a voluntary, industry-led effort that recognizes personnel who have met specified standards as measured by the EIFS examination. To view the EIFS National Certification Roster, please visit www.awci.org/eifs-roster.

About zumBrunnen, Inc.:

zumBrunnen, Inc. was founded in 1989. The Atlanta-based firm specializes in construction consulting, property condition assessments, facility condition assessments, long-range capital reserve study planning, thermal imaging services and energy management services for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including senior living, healthcare, multi-family, educational, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. In addition to membership in the Association of the Wall and Ceiling Industry (AWCI), the firm is also involved with LeadingAge and is active in various state chapters of the association. The firm is also involved with the Coalition for Leadership in Aging Services (CLAS), Life Services Network (LSN), Association of Professional Reserve Analysts (APRA), Community Associations Institute (CAI) and various state chapters, North Carolina Association of Independent Schools (NCAIS) and the Southern Association of Independent Schools (SAIS). For more information about zumBrunnen, please call 404-601-4050 or email info@zumBrunnen.com.

The 7 Habits of an Effective Facilities Management Department:

John zumBrunnen, Founder and President of the firm, is presenting a session titled “The 7 Habits of an Effective Facilities Management Department” on Sunday, October 16 at 9 am. The presentation is targeted for facility directors, executive officers and board members. The session focuses on the “7 Habits” facilities managers, board members and executives should utilize to ensure that physical assets are properly maintained, physical plant efficiencies are optimized and adequate replacement funds are in place. zumBrunnen will explain how the 7 habits for success are directly linked to an overarching commitment to innovative leadership and adequate funding.

Attendees will learn about (Habit #1) the importance of utilizing a Computer Maintenance Management System (CMMS) and (Habit #2) why having an accurate facility condition assessment to determine the “true condition” of the physical plant is critical. The session will also discuss (Habit #3) budgeting and how to plan for immediate, short-term and long-term needs (20+ years) as well as highlight (Habit #4) how to properly plan for and fund replacement reserves. zumBrunnen will also explain how the best FM departments optimize operations and improve environmental impact by (Habit #5) following LEED for Existing Buildings (EBOM) guidelines. Attendees will also learn about the importance of developing (Habit #6) a system of ongoing goal setting, measuring and reporting to track progress and how (Habit #7) having the right team of leaders, managers and innovators is critical to achieving optimal results.

Ensuring a Physically and Financially Fit Organization:

zumBrunnen will also be co-presenting a session titled “Ensuring a Physically and Financially Fit Organization” on October 17 from 11:00 am – 12:30 pm under the Financial Management track. John zumBrunnen will make the joint presentation with Mario McKenzie, a Principal with LarsonAllen LLP. The session will highlight strategic capital issues that are critical to the short-term and long-term financial and physical health of an organization. Attendees will learn how to assess their capital replacement needs in light of market defend-ability, physical aging of buildings and demand for new communities and services. The session will also illustrate ways to integrate financial analysis and assessment into comprehensive strategic planning efforts.

About LeadingAge:

Celebrating their 50th anniversary this year, LeadingAge is an association of 5,400 not-for-profit organizations dedicated to expanding the world of possibilities for aging. Formerly known as the American Association of Homes and Services for the Aging (or simply AAHSA), the association strives to advance policies, promote practices and conduct research that supports, enables and empowers people to live fully as they age. LeadingAge’s members offer a continuum of aging services including:  adult day services, home health, community services, senior housing, assisted living residences, continuing care retirement communities and nursing homes. For more information, please visit www.LeadingAge.org.

About John zumBrunnen:

John zumBrunnen is President and Founder of zumBrunnen, Inc., an independent construction and building consulting firm founded in 1989 and headquartered in Atlanta, Georgia. zumBrunnen has a BS in mechanical engineering from the University of North Dakota, completed the US Army Corps of Engineers Training Program in 1972, and is a member of the Association of Professional Reserve Analysts (APRA) and numerous other national and state associations.  He has been a faculty member since 2003 for the University of North Texas, Coalition for Leadership in Aging Services (CLAS), a national certification program for aging services professionals (CASP) and authored the “Asset Management” training module. zumBrunnen has 40+ years of experience in construction, property assessment, development, and reserve budgeting.  He is the inventor of the FacilityForecast® software system and a respected author and speaker in the industry.

About zumBrunnen, Inc.:

zumBrunnen, Inc. was founded in 1989. The Atlanta-based firm specializes in construction consulting, facility assessments, property condition assessments and long-range capital reserve planning services for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including senior living, healthcare, multi-family, educational, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. In addition to involvement with LeadingAge, the firm is also active in various state chapters of the association. The firm is also involved with the American Seniors Housing Association (ASHA), Coalition for Leadership in Aging Services (CLAS), Life Services Network (LSN), Association of Professional Reserve Analysts (APRA), Community Associations Institute (CAI) and various state chapters, North Carolina Association of Independent Schools (NCAIS) and the Southern Association of Independent Schools (SAIS).

For more information about zumBrunnen, please call 404-601-4050 or e-mail info@zumBrunnen.com.

zumBrunnen specializes in providing community associations and community management professionals with critical services such as: reserve studies, reserve study updates, transition reports, thermal imaging and moisture detection services. The firm offers clients a satisfaction guarantee for their assessments, studies and funding plans. zumBrunnen’s clients also have access to the firm’s proprietary FacilityForecast® software system as part of their reserve study service. This easy-to-use software package provides the required industry standard funding plans and allows clients the ability to generate their own custom funding model that best serves the home owners and association needs and business plan. The zumBrunnen team of nine senior project managers has over 300 years direct related field experience to ensure all their clients have a highly experienced veteran conducting the most critical field inspection work.

About SC-CAI:

The South Carolina Chapter of the Community Associations Institute (SC-CAI) serves the educational, business, and networking needs of the community association industry in five geographic regions of South Carolina, including: Charleston, Columbia, Greenville, Hilton Head and Myrtle Beach. Members include condominium, cooperative, and homeowner association volunteers, professional association managers, management companies and those who provide services and products to community associations. The SC Chapter is comprised of approximately 500 members. The chapter is one of 58 CAI chapters across the nation. For more information, please visit www.cai-sc.net.

About zumBrunnen:

zumBrunnen, Inc. was founded in 1989. The Atlanta-based firm specializes in construction consulting, facility assessments, property condition assessments and long-range capital reserve planning services for a diverse list of national clients. The firm is also recognized for their proprietary FacilityForecast® Software System, a unique facilities condition assessment and budgeting tool designed to forecast and manage long-term capital replacement expenses and to provide custom reserve funding plans designed to their client’s business model.

The firm has completed notable projects in a variety of market sectors including multi-family, residential, senior living, healthcare, educational, institutional, mixed use, retail, office, warehouse, industrial, hospitality and public assembly. zumBrunnen is a member of the national chapter of the Community Associations Institute (CAI) as well as a member of the Georgia, North Carolina and South Carolina chapters. The firm is also a member of the Association of Professional Reserve Analysts (APRA), LeadingAge (formerly known as the American Association of Homes and Services for the Aging or AAHSA) and various state chapters, American Seniors Housing Association (ASHA), Life Services Network (LSN), Coalition for Leadership in Aging Services (CLAS), North Carolina Association of Independent Schools (NCAIS) and the Southern Association of Independent Schools (SAIS).

For more information about zumBrunnen, please visit call 404-601-4050 or e-mail info@zumbrunnen.com.

The annual budgeting process is a critical step in managing your facilities. Before you jump into the process, there are many important issues to consider. Does your planning process “prompt” you to consider everything on OUR list?

Please use this as a handy checklist:

1. Are any critical warranties provided by a developer, contractor, or major equipment or systems manufacturer set to expire during the next year?
2. Have any significant environmental or geological events occurred on or near the property that may have a negative impact?
3. Have any new mandated changes been made to the building codes?
4. Have you received any building code citations?
5. Have any significant building system components been added, overhauled, or replaced?
6. Have any major systems or equipment become obsolete?
7. Has there been any extreme wear and tear to major components?
8. Is there any technological change or product development that may result in a change to a major component or system?
9. Has any maintenance been deferred or lifecycles changed?
10. Has local pricing/inflation been significantly impacted?
11. Did reserve funding and expenses occur as planned?
12. Have reserves deviated from the desired percent-funded goal?
13. Has there been any significant change in demographics or competition?
14. Has there been significant change in the board?
15. Has there been any change in senior-level management?
16. Is there a plan to refinance, complete a major renovation or expansion, apply for accreditation, or attempt a sale or merger?
17. Have three or more years passed since an independent consultant updated your assessment and funding plan?

John H. zumBrunnen

Founder and President

zumBrunnen, Inc.