Integrated Planning 1

Transcription

1 Integrated ning 1

2 What? DEFINITION Integrated planning (IP) is the process whereby all planning and resource allocation activities throughout every level of the organization are effectively linked and coordinated, and driven by the institution s vision, mission, and academic priorities. SCUP, Society for College and University ning 2

3 Where? Resource Allocation Technology Facilities Master Strategic Student Services 5-Year Construction Matriculation Staffing Educational Master Sustainability 3

4 Where? Resource Allocation Technology Facilities Master Strategic Student Services 5-Year Construction Matriculation Staffing Educational Master Sustainability 4

5 Accreditation Standard I Mission, Academic Quality and Institutional Effectiveness, and Integrity Standard II Student Learning Programs and Services Standard III Resources Standard IV Leadership and Governance 5

6 Accreditation Strategic I. Mission & Institutional Effectiveness II. Student Learning Programs & Services Educational Master Facilities III. Resources IV. Leadership & Governance 6

7 Accreditation Strategic I. Mission & Institutional Effectiveness II. Student Learning Programs & Services Educational Master Facilities III. Resources IV. Leadership & Governance 7

8 Accreditation Strategic I. Mission & Institutional Effectiveness II. Student Learning Programs & Services Educational Master Educational Master III. Resources IV. Leadership & Governance 8

9 Accreditation Strategic I. Mission & Institutional Effectiveness II. Student Learning Programs & Services Educational Master Facilities III. Resources IV. Leadership & Governance 9

10 Focus Educational ning Facilities ning State Capital Outlay ning Local Bond ning 10

11 How? Educational ning DATA Facilities ning State Capital Outlay ning Local Bond ning DATA Project End Integrated ning 11

12 Integrated Facilities ning 12

13 Facilities ning KEY DATA ELEMENTS Enrollment Forecasts WSCH forecasts by program Space Inventory Facilities Condition Index Capacity Load Ratios 13

14 DATA Enrollment + WSCH Forecasts 14

15 Space Inventory 15

16 Capacity Load Ratios Eligible for state funding 16

17 Capacity Load Ratios - CALCULATING Lecture Ratio = WSCH Capacity / Actual (or projected) WSCH Laboratory Ratio = WSCH Capacity / Actual (or projected) WSCH Offices Ratio = FTEF Capacity / Actual (or projected) FTEF Library Ratio = ASF Capacity / Actual ASF (or projected) AV / TV Ratio = ASF Capacity / Actual ASF (or projected)

18 Calculating Space Needs Lecture ASF Needs = (WSCH x (47.3 or 42.9)) / 100 WSCH Capacity = (ASF / (47.3 or 42.9)) * 100 Laboratory ASF Needs = (WSCH x Factor) / 100 WSCH Capacity = (ASF / Factor) * 100 Offices ASF Needs = FTEF x (140 or 160) FTEF Capacity = ASF / (140 or 160)

19 Master Space Program 32, ,287 76, ,853 32,224 46, , ,739 32,948 11, , ,108

20 Master Space Program 32, ,287 76, ,853 32,224 46, , ,739 32,948 11, , ,108

21 Master Space Program 32, ,287 76, ,853 32,224 46, , ,739 32,948 11, , ,108

22 Integrated State Capital Outlay ning 22

23 5 Year Construction (5YCP) The 5YCP is updated annually. The provides detailed information regarding all capital construction projects with budgets exceeding $656,000 regardless of funding source, including: o Prioritized list of projects o Detailed scope description o Project category type o Funding sources o Funding years for project phases and occupancy year o Estimated project cost/budget o Project space array

24 Components of the 5YCP Proposed Projects (FPPs/IPPs) FTE Instructional Staff Enrollment / WSCH Educational Space Inventory 5YCP Title V Guidelines

25 Opportunities & Challenges Incorporate new projects. Revise and update information from previous projects such as scope, schedule, and cost. Reevaluate prioritized list of projects from previous year. Reevaluate and plan to maximize available funding sources (state, local, other or blend).

26 Campus/Center WSCH Distribution Total WSCH Off-Campus WSCH On-Campus WSCH P.E. Lab WSCH Remaining WSCH Lecture Laboratory

27 Project Categories CATEGORY DEFINITION % OF FUNDS A B C D E F Provides for safe facilities and to activate existing space Increases instructional capacity Modernizes instructional capacity Promotes completion of existing campuses Increases institutional support services capacity Modernizes institutional support services capacity Up to 50% Up to 50% of remaining Up to 25% of remaining Up to 15% of remaining Up to 5% of remaining Up to 5% of remaining 27

28 F E D C B A CATEGORY Campus enrollment growth Campus existing inventory Solution ASF change Age of bldg / FCI Activation of Inactive Space Project design Project Criteria / Scoring Age of site Programs/services 28 Local contribution

29 Project Competitiveness Project points (maximum 200) Competition o Highest points per category Capital outlay fund availability o Limited 29

30 Funding Cycles July 2015 July 2016 July 2018 INITIAL PROJECT PROPOSAL IPP IPP Facility ning Unit reviews & selects most viable projects to proceed to FPP phase FINAL PROJECT PROPOSAL FPP FPU reviews and scores FPPs & projects are selected for funding Budget is Signed and Funds are Released (if available)* Prelim Design Projects not selected return to IPP phase Prelims * If waiting for Statewide bond IPP FPP

31 Five-Year Construction SHOPS RENOVATION MAINTENANCE BUILDING CAMPUS POLICE ALLIED HEALTH CTE BUILDING CAMPUS X - INSTRUCTIONAL BUILDING CAMPUS CENTER RENOVATION CHILD DEVELOPMENT CENTER KINESIOLOGY COMPLEX INTERDISCIPLINARY COMPLEX 31

32 Initial Project Proposal (IPP) DESCRIPTION - Project name - Project Category - Occupancy Date - Brief description SCORE - Rubric based on project category - Maximum score of 200 SPACE ANALYSIS - Space added - Space removed - Capacity loads start and end of project 32

33 Initial Project Proposal (IPP) EXAMPLE 33

34 Key Strategies 34

35 Key Strategies Timelines Coordinate planning timelines Maximize opportunities for linking efforts Data Collect data to serve multiple efforts Use data to inform planning discussions IPPs and FPPs Strategize, prioritize and be selective Engage key stakeholders Funding s Develop realistic project budgets Escalate based on realistic timelines Include a contingency Communication Broaden communication to build wide-spread support 35