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Facility assessments aid in multi-location religious institute's capital planning

June 3, 2015 Case Study 1 min read
In 2008, six former regional communities came together to form the Sisters of Mercy West Midwest, who then sought to discover the condition and value of the community's facilities.

Inside of a brightly lit church

The facility assessments that Plante Moran Cresa provided categorized each of the capital needs by priority, allowing the Sisters of Mercy West Midwest to make the best determination for capital improvements and resources.

The challenge

In 2008, six former regional communities came together to form the Sisters of Mercy West Midwest. The Sisters of Mercy West Midwest's ministries are extended in schools, healthcare facilities, affordable housing developments and programs, emergency shelters, retirement centers, women’s centers, retreat centers, and more.  

As a newly unified Community, the Sisters faced consolidation challenges. As proactive planners, the Sisters sought to discover the condition and value of the community's facilities to form a baseline real estate and financial picture.  

The solution

Plante Moran Cresa (PMC) worked with the Sisters to provide facility assessments of the community's six largest campuses, which included 34 buildings spanned over 123 acres. The facility assessment process provided an extensive investigation of the current condition of each facility, including line-item costs, timeline, and environmental sustainability.

With PMC's facility assessments, each capital need was categorized by priority: critical needs, deferred maintenance, and opportunities for property enhancement.

The benefit

As a large, multi-use and multi-location organization, the Sisters of Mercy West Midwest needed to continuously balance each of its facility’s need for capital improvements with the reality of limited resources and the need to prioritize capital projects. The facility assessments allowed the Sisters of Mercy West Midwest to make the best determination for capital improvements, ensuring the resources were allocated effectively.

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