Facilities Website:
http://www.facilities.mnscu.edu/masterplan
for the most recent Facilities Master Plan Update Review Form.
Contact:
Greg Ewig, System Director, Capital Development
651.201.1775 Email: Gregory.Ewig@so.mnscu.edu
Michelle Gerner, Facilities Senior Planner
651.201.1531
Email: michelle.gerner@so.mnscu.edu
To review previous Master Plans at the system office contact Greg Ewig or Michelle Gerner.
Facilities Master Plan Update Guide
Last updated: November 2014
Examples of previous plans from colleges and universities are indicated here for illustrative purposes of concepts only – and should not be adhered to stylistically verbatim or taken as current factual data.
OVERVIEW
Purpose:
Updating Process:
• Maintaining the facilities master plan as a road map to the future. • Prioritizing campus needs and developing a plan for implementation
• Promoting integrated decision making related to academics, facilities technology, financial planning.
• Creating a centralized, up‐to‐date repository for information.
• Analyzing trends related to community and student needs – create a plan for the future.
• Serve as an excellent resource for developing project Predesign documents.
It is important the master plan document is easily updated, user friendly, easily implemented, and historically accurate to have it serve as a useful resource for campus staff and interested parties. Additionally, the plan should be adaptable and responsive to change. The Facilities Master Plan should contain all the components outlined in this document. If the original Facilities Master Plan does not include items listed, the updating process is the time to add them. An up‐to‐date Facilities Master Plan can assist in responsible decision making related to prioritizing campus needs and successfully packaging projects for: Capital Bonding, Higher Education and Asset Preservation and Replacement (HEAPR), Community/Regional integration, Operations Budget (Repair & Replacement), Revenue Fund Projects, Special Grants and Foundation funding and OPM (Other People’s Money).
A useful component of a master plan is the proper alignment of successfully packaged projects with appropriate funding sources. The ultimate goal of proposed improvements addresses both current and future academic needs while preserving the physical assets of the campus. The Facilities Master Plan also addresses, as appropriate, the campus involvement with the general community relating to: customized training, continuing education, outreach programs that promote community awareness of academic, training opportunities for local businesses, high school students, and working adults. The master plan should note partnerships with neighboring Minnesota State College and University institutions or noting the two plus two partnerships strengthening academic programs of both institutions and better utilizing campus physical assets. Updating Process should:
• Confirm facilities related assumptions
• Arrive at conclusions based on current information
• Create a long term vision for the future development of the campus with an immediate 5 year incremental plan. • Act as a catalyst in the formation of strategic partnerships
Integration:
The Facilities Master Plan must strategically incorporate academic program needs, facilities issues, technology requirements and financial limitations to create an integrated vision for the future. As academic, technology and financial planning continues to be refined and changed, so must the facilities master plan reflect these changes. The Facilities Master Plan needs to integrate information from Academic, Facilities, Technology, Financial Planning areas and
from Board approved Strategic Plan goals:
• Strategic Direction 1: Increase access, opportunity, and success
• Strategic Direction 2: Achieve high‐quality learning through a commitment to academic excellence and accountability
• Strategic Direction 3: Provide learning opportunities, programs and services to enhance the global economic competitiveness of the state, its regions and its people
• Strategic Direction 4: Innovate to meet current and future educational needs
• Strategic Direction 5: Sustain financial viability during changing economic and market conditions
Board of Trustees Policy 6.4: Facilities Planning Requires a Facilities Master Plan for all colleges
and universities to assure long‐range planning
of college and universities facilities. Such a
Plan, including periodic updates, is designed to
create a long‐range (25‐50 year) vision for the
campus that responds to academic mission,
development of sustainable campuses,
recognizes current conditions and usage, and
offers a clear incremental approach for capital
and other budgeting over a 2‐6 year capital
budget cycle with analysis for future budgets.
A five year updating cycle has been established
to maintain and create a short term and long
term vision for campuses.
TABLE OF CONTENTS
1. Summary . . . . . . . . . . . . . Slide 4‐16
2. Existing Site Conditions . . . . . Slide 17‐23
3. Existing Building Conditions . . . Slide 24‐33
4. Proposed Framework for . . . . Slide 34‐39
Site Development
5. Proposed Framework for . . . . Slide 40‐47
Building Development
6. Capital Budget Incremental . . . Slide 48‐51
Improvement Program
7. Appendix (Include all meeting minutes and pertinent studies)
Slide 2
OVERVIEW
Master Plan Layout:
•
•
•
•
•
•
•
•
•
Cover Letters (from consultant and campus)
Table of Contents
Summary
Existing Site Conditions (legible site plans and photos) Existing Building Conditions (legible floor plans and photos)
Proposed Framework for Site Development
Proposed Framework for Building Development
Capital Budget Incremental Improvement Program
Appendix
Master Plan Format:
• Provide one copy of 50% and 90% document submitted to campus and System Office and capital development staff. (Do not focus on one component at the expense of others. It is preferred for the campus decision making that all components be developed simultaneously.)
• 3‐ring binder format using text font no less than 10 points
• Number pages by Section. • Printing on both sides is encouraged
• Ensure entire document is capable of clear black/white reproduction
• All graphics must include campus identification, scale, north arrows, street names, and date.
• One copy of 100% submittal and 1 pdf. file on CD of master plan and master plan presentation • Label front AND spine with the following: Institution name, master plan update status (50%, 90%, 100%), consulting firm name: contact information, address, phone, email, and date.
Facilities Master Plan should provide: Existing Conditions
• Plan view of existing (site and building) campus conditions within the community/regional context
• Identify educational needs outlined in the master academic plan.
• Plan view of the existing building and its physical conditions • Display the planning process used to translate the academic programmatic needs into facilities capital improvements, renovations, preservation, demolition, site planning, and land acquisition and disposition projects.
It is recommended that a Facilities Master Plan
task force, composed of campus administrative
staff, faculty, students, and community
members, be created. This committee will
revisit relevant sections of the campus master
plan on an annual basis to determine what
sections require modification or additional
information. An important component in the
Facilities Master Plan Updates is the
prioritization of work by project and by year.
This document will change yearly as work is
completed and priorities are realigned. Every
five years the Facilities Master Plan will be
presented to the Chancellor for approval.
Additional Master Plan Information:
• System Office will provide: Space utilization reports and FRRM reports.
• Campus will provide: Academic Plan, Technology Plan, Higher Learning Commission Self Study or AQIP Systems Portfolio, past Capital, HEAPR, R&R projects, other regional, city, and workforce documents pertinent to plan.
• Aerial photos can be found under: www.finance.mnscu.edu/facilities/realestate/sales
• Previous Master plans are available for review by appointment at the System Office, Facilities Office – contact Michelle Gerner at 651‐201‐1531 for an appointment.
Proposed Framework for Development
• Plan view of the existing site and its framework for development.
• Plan view of the proposed building and its Framework for development.
• Matrix of projects and funding options for campus development.
Slide 3
OVERVIEW
Key components for the presentation:
Overall Summary of the master plan:
• Vision of the master plan; overall presentation should include facilities vision for campus for next 25 to 50 years with specifics on the next five years to achieve that vision.
• Enrollment and Demographics Data MUST be presented; note last ten year growth, decline or stabilization. Master plan must address the proposed FYE for the next five years and longer term vision.
• Academic goals (mission statement).
• Collaborative programs, partnerships at the campus.
Guide to Master Plan Presentation:
The following items must be included in the
presentation to the System Office. It is critical
to address existing demographic issues as it
reflects campus facilities, existing deferred
conditions, space uses, program refinements,
collaborations and energy efficiency that will
be improved from this planning effort.
Goal
is to highlight campus mission and long term
goal combined with the proposed facilities
development
Existing Site and Building Conditions:
• Aerial map of the campus and adjacent properties.
• All the campus’s leased and owned site maps.
• Highlights of FCI, space utilization, and FRRM of certain buildings or space that will be addressed in the proposed category.
• Issues or challenges of the existing conditions.
• Student housing (if applicable).
• B3 data analysis.
Proposed Site and Building Development:
• Future additions, demolition, mothballing or other major renovation delineated on the site maps that reflect demographics, workforce or mission.
• Alterations from the existing conditions.
• Future/new circulation, wayfinding, signage, parking. • Short, mid, long term of new, renovation, demolition, mothball, leasing or other projects.
• Sustainable Building 2030 goals/Energy benchmarking/Presidents Climate Commitment.
Proposed Capital Budget Projects:
• Capital projects, HEAPR, R and R, Energy efficiency strategizes; Re‐commissioning, PBEEP resource, other.
• Include dollar amounts, timeframe (short, mid or long term) and type of funding (Capital, R and R, HEAPR, Revenue Fund, Slide 4
1. SUMMARY
Example of a summary from a two‐campus institution. Summary:
The summary section is important as an
overview for the Facilities Master Plan
Document. It highlights and summarizes the
changes from the existing Facilities Master Plan
document and reflects key issues for future
development (both 5 and future 25‐50 year).
REQUIRED:
1.1 Executive Summary: Summary of results and major vision for campus with highlights of how the incremental implementation will create that vision. Include summary of background, planning process, facilities master plan analysis and update strategy, summary of workforce and academic program, regional issues, and sustainable highlights identities.
1.2 Campus History and Campus Location: Brief analysis of prior master plans, legislative mandates, campus history etc.
1.3 Demographics: Regional issues (county/
population projections/economic indicators), trends analysis for campus (campus location/ city zoning/geographic issues/relationship to Minnesota State Colleges and Universities
partner campuses), and learner types (program fit, growth, on line development impact/workforce influence, etc).
1.4 Academic Goals: Summation of key elements of Academic Master Plan, other academic partners, Higher Learning Commission Self Study, AQIP Systems Portfolio, Technology Master Plan
1.5 Positive Aspects of the Campus (program fit to spaces, growth potential, architectural style, community connectivity, green spaces, transportation, etc.)
1.6 Negative Aspects of the Campus (significant deferred maintenance, inadequate or underused space use, ill‐fitting building to programs, parking, etc.)
Slide 5
1. SUMMARY
1.1: Executive Summary
The executive summary is a clear and
concise version of the document capturing
the highlights from each section of the
report. A commonly used approach is ‐ one
to two paragraphs that briefly describe the
contents of each section. Maps and other
supporting graphics should be 8 1/2" x 11"
(letter size) or 11" x 17" using 10‐point font
(minimum size) and in black and white for
easy reproduction. Final plan approval is
done after presentation to the System
Office.
Executive summaries may be used for:
capital
budget
issues,
pre‐design
documents, marketing brochures, master
plan presentations, and partnership
pursuits.
Provide:
• Background
• Planning Process
• Master Plan
• Updating Strategy
Far Left: An example of update summary highlighting key elements.
Left: Document identifying how planning process was completed. Lower Left: Diagram of Planning Process.
Slide 6
1. SUMMARY
1.2: Campus History
History of each campus should describe the unique
qualities and traditions it was founded upon. Note
if the Institution has multiple campuses document
physical distance, connections and pertinent
academic issues. Emphasis should be placed upon
the academic offerings, both past and present,
along with the role it has played over the years in
contributing to the success of the community.
Natural
resources
or
other
significant
environmental issues should be noted to include
and a preservation plan on these issues found on or
near the campus.
Provide:
• In chronological order list the significant dates of events that have lead up to the existing academic focus and configuration of the campus.
• Explain the role of the institution within the system of Minnesota State Colleges and Universities.
• Explain significant trends that have been the driving force behind the transformation of academic program offerings to meet market demands.
• Explain the role that the campus has played in improving the economic vitality of the community.
• Explain particular campus characteristics (architectural, environmental or other) important to the overall dynamics of the campus.
• Include all past campus master plans and legislative mandates relevant to this planning effort.
• References all previously approved campus plans and include the dates they were completed. Far Left: Chorological order of campus history.
Left: An example of how history of the campus can be communicated.
Slide 7
1. SUMMARY
1.2: Campus History ‐ Prior Master Plans Image: Three examples of delineations of prior master plans
Past Studies
Slide 8
1. SUMMARY
1.3: Demographics ‐ Location map
Provide a map or diagram showing the
campus and its location in relation to
significant institutions or landmarks. If the
campus includes more than one site,
include how the sites are related and
indicate distance between sites.
Provide:
• Campus location diagram in the city.
• Campus location diagram in the state.
Left: Identifying other non Minnesota State Colleges and Universities institutions.
Lower Left: Distance Metric.
Below: Identifying surrounding campuses using the official MNSCU published map that can be found at: www.mnscu.edu/colleges/campuses.htmls
Slide 9
1. SUMMARY
1.3: Demographics ‐ Regional
Regional demographic information to include
regional, campus, and learner type
demographic information. Use campus staff
to develop background information. Use this
information to assist with making educated
decisions on campus.
Provide: • Five to seven county regional analysis studying increases and decreases in population. Analysis of population changes by age group: ages 1‐17, 18‐24, 25‐45, and 46‐65.
• Existing and projected population.
• Economic indicators such as current business climate in the community, or other important economic factors relating to the campus.
• Existing and projected population, (including trends) for the three county region (or whatever is appropriate) nearest the campus broken down by age, nationality, and level of education. Above: Data from County records.
Left: Two different formats identifying projected population by county; one by actual data and one by county.
Below: Analysis of age by county.
Slide 10
1. SUMMARY
1.3: Demographics ‐ Campus
Campus demographic information to include
regional, campus, and learner type demographic
information. Use campus staff to develop
background information. Use this information to
assist with making educated decisions on
campus.
Provide: Current and projected (5 – 10 years):
• Information can be in graph or chart forms.
• Student enrollment, actual and projected full‐
year equivalent enrollment.
• Enrollment and Demographics Data MUST be included; ‐ last ten year growth, decline or stabilization. • Address the proposed FYE for the next five years and longer term vision.
• Community based or campus based students
• Full time or part time students
• Male or female
• Average age, race/ethnicity, native languages spoken on campus
• Faculty and staff data (numbers, age, etc.)
• Enrollment trends in full year equivalent vs. total head count
• Unduplicated headcount by course type for FY students
• Program areas by percentage by current enrollment and past total graduates
• Occupational employment trends (regional and statewide) as they affect the campus
• Follow‐up employment data from recent graduates by academic program
• Current academic program offerings
• Student transfer statistics
Far Left: Graphics used to indentify key elements.
Left: Data on student type from campus
Slide 11
1. SUMMARY
1.3 Demographics ‐ Campus
Left: Information in a chart form listing student enrollment.
Below: Chart form diagramming headcount.
Slide 12
1. SUMMARY
1.3: Demographics ‐ Learner Types
Provide: • Employed Learners
• Occupational/Professional Enhancement Learners
• Degree Completion Adult Learners
• Life Fulfillment Learners
• College Experience Learners
• Remediation Learners
• Pre‐College (K‐12) Learners
Left: Listing of headcount.
Below: Example of projection and current academic programs.
Slide 13
1. SUMMARY
1.4: Academic Goals ‐ Academic Master Plan
The master planning process for an institution
begins with the academic mission statement for the
campus.
Summarize the connection between
academic program modifications and how the
changing physical space needs impact facilities on
campus. Provide the necessary background
information to identify trends and assist with
working towards a common goal.
Provide:
• The campus mission statement and role within Minnesota State Colleges and Universities.
• List current academic programs by departments or divisions, categorize transfer, degree completion, and technical programs.
• Current/historical, program enrollments FYE.
• Curriculum and instructional goals.
• Scheduling and delivery.
• Customized training, continuing education programs, work force development.
• Strategic plan for academic growth and recommendations for the future.
• Instructional costs and program expenditures.
• Recruiting strategies for increasing enrollment both regionally and nationally.
• Historical nature of the above information and projected future impacts.
• Identify Specialty Programs or Programs of Excellence that are unique to the region.
• List current customized training, continuing education, and work force development programs.
• Specify significant changes in program offerings or course delivery techniques and describe how they relate to physical space needs. Upper Left: Academic goals for the campus.
Middle: Summary of enrollment for the campus.
Left: Evidence of campus growth for future expansion.
Slide 14
1. SUMMARY
1.4: Academic Goals ‐ Academic Partners
Provide:
• List the existing partnerships designed to better serve the higher educational needs of the community and promote economic development in the community.
• List private/public partnerships responding to workforce occupational trends.
Left: List of partnership goals for a University.
Middle: List of partnership goals for a College.
Below: Partnerships can be a variety; this example
includes business, non‐profit and others that support higher education.
Slide 15
1. SUMMARY
1.4: Academic Goals ‐ Strategic Goals
Provide:
1. Increase access, opportunity, and success
2. Achieve high‐quality learning through a commitment to academic excellence and accountability
3. Provide learning opportunities, programs and services to enhance the global economic competitiveness of the state, its regions and its people
4. Innovate to meet current and future educational needs
5. Sustain financial viability during changing economic and market conditions Left: Addressing strategic goals.
Below: Detailed of how strategic goals were approached.
Slide 16
1. SUMMARY
1.4: Academic Goals ‐ Technology Goals
Provide:
• Include pertinent information from the Campus Technology Master Plan including the vision and goals for implementation. • Include any information regarding WANs or fiber optics existing or planned.
Far Left: Example of current network infrastructure.
Left: Established future technology goals.
Below: Brief description of technology assessment.
Slide 17
2. EXISTING SITE CONDITIONS
Summary:
The site master plan describes the
characteristics
of
the
physical
land
encompassing
the
campus
buildings.
Maintaining an updated site plan of existing
conditions for the campus is needed for
educational decision making for future projects
and establishing a prioritization.
REQUIRED:
2.1 Land Management: Legal property description, lease descriptions and terms, aerial photos, maps or other that indicate campus and adjacent properties, context to city (zoning and connectivity) and context to other higher education or pertinent workforce connections
2.2 Landscape/Civil: Physical and environmental conditions, landscape plan, preservation, branding or aesthetic perceptions, campus perimeter conditions, contour information, utility infrastructure, air and water pollution issues, storm water prevention, wetlands, or other eco issues.
2.3 Campus Use/Programmatic “Zoning”: Buildings: amenities, circulation, safety, on and off campus housing, academic and/or social structures/spaces, site furnishings, major and minor entries, parking, critical service or loading docks, Circulation: Vehicular; roadways, circulation, accessibility, mass transit routes, pedestrian routes, way finding, exterior lighting, “walk‐ability”, and safety, security services and call boxes, others.
* See also detailed description of requirements on Slide 23.
Slide 18
2. EXISTING SITE CONDITIONS
2.1: Land Management
Provide:
• Legal property description
• Aerial photos
• Context to City
• Other surrounding higher educations
Left: Overall site plan identifying campus properties and proximity.
Middle: MnSCU aerial photo that can be found under: www.finance.mnscu.edu/facilities/realestate/sales
Below: Aerial photo identifying campus properties and proximity.
Slide 19
2. EXISTING SITE CONDITIONS
2.2: Landscape and Civil
Provide:
• Physical and environmental conditions
• Landscape plan
• Branding or aesthetic perceptions
• Campus perimeter conditions
• Storm water prevention
• B3 data analysis
Left: Overall site plan identifying legal property description and site issues on the campus.
Below : Adjacent land use – both current and anticipated. Slide 20
2. EXISTING SITE CONDITIONS
2.2: Landscape and Civil
Left: Site identifying vegetation, access surrounding areas, and physical condition on existing campus.
Below: Property lines, key utilities and immediate surrounding conditions that may impact planning. Slide 21
2. EXISTING SITE CONDITIONS
2.3: Campus Use/Programmatic “Zoning”
Provide for Building:
• Circulation, Amenities
• Academic or social spaces
• Site furnishings
• Major and minor entries
• Loading docks
Provide for Circulation: • Vehicular, Roadways, mass transit locations,
• Pedestrian routes, Way finding,
• Exterior lighting, walk‐ability,
• Security services, call boxes
Left : Aerial photo identifying major circulation paths and route types.
Below: Immediate surroundings of campus boundaries.
Slide 22
2. EXISTING SITE CONDITIONS
2.3: Campus Use/ Programmatic “Zoning”
Left: Security diagram identifying calls boxes. Additional security guidelines can be found under: www.finance.mnscu.edu/facilities/studies
Below: Pedestrian circulation that indicates major and minor routes.
Slide 23
2. EXISTING SITE CONDITIONS
2.1: Land Management:
• Illustrate the regional or community relationship of the campus to other Minnesota State Colleges and Universities campuses and metro areas ‐ miles in distance and/or estimated driving time. • Using aerial photographs or other mapping device, indicate adjacent property zoning and current land uses.
• Provide a survey or legal property description for the campus land holdings
• Indicate land held in leases and the terms of the leases.
• Describe and show any existing proposed property acquisition(s), indicate boundaries and timeline for acquisition.
2.2: Landscape/Civil: • Provide an illustration showing the property lines and critical issues relating to the campus and the immediate surroundings. Analyze and note significant physical condition issues related to the existing campus.
• Identify natural resources, existing vegetation, ponds, lakes, prairies, flood plains, wetlands, and any other significant environmental issues. Provide the existing Campus landscaping plan indicating athletic fields, fencing, irrigation, trees above 6” in diameter, and planted areas. Indicate the existing campus edge conditions.
• Provide material and condition information of existing landscape/civil structures and hard surface areas including sidewalks, parking lots, curbs, fields, site furnishings, and other such items.
• Provide contour information (if available) with two‐foot intervals for the entire campus. If such mapping is not available, note significant slopes or areas of concern for future site development. Identify existing drainage patterns, watersheds, and slopes on campus site and describe any problems related to drainage.
• Provide diagrams explaining the location of the campus utility infrastructure: Overall Utilities (domestic water, steam, natural gas, electric, alternative fuels), Sanitary and storm water sewers, Technology: (fiber optics, broad band, telephone), Identify underground fuel storage tanks and indicate approximate age of structure.
Detailed Description of Requirements
Requirements:
2.1: Land Management
2.2: Landscape/Civil
2.3: Campus Use/Programming “Zoning”
2.3: Campus Use/Programming “Zoning”
• Provide a plan view illustration identifying all campus buildings, amenities, and major circulation patterns including pedestrian and vehicular. Show roadways and vehicular access to the campus. Show existing student housing both on and off campus.
• Indicate entry images, identify the hierarchy of entries, identify campus monuments, and first impressions. Use photographs to illustrate.
• Show existing parking, accessible parking, striping, and signage. Indicate parking lot use (staff, student, visitor) and number of stalls. Indicate/discuss adequacy of parking.
• Indicate existing mass transit routes, drop‐off and pick‐up points.
• Indicate existing way‐finding signage locations. • Display the "walk‐ability" of your campus by showing the relationship of buildings by distance in feet or minutes of walking (1/4 miles is typically 5 minutes). Identify commonly traveled routes by: students, faculty, staff, and visitors. Show pedestrian crosswalk locations, bicycle circulation and parking. • Analyze and note significant academic/social issues related to the existing campus including outdoor learning spaces, public gathering spaces, athletic fields or spaces (trails, green spaces, skating rinks, and other such items of importance), open space malls, and vistas. • Indicate service routes and loading dock locations, site furnishings and trash receptacles.
• Safety and Accessibility ‐ Indicate the locations of the following:
Security Services and call boxes, Exterior lighting for parking and walkways
• Building and site accessibility.
Slide 24
3. EXISTING BUILDING CONDITIONS
Summary:
This section addresses the challenging and ever
evolving synthesis of higher education
academic programs and campus infrastructure
(including
Revenue
Fund
projects).
Maintaining
up‐to‐date
facilities
base
information is the foundation for making
educated decisions related to the preservation,
remodeling and new construction projects on
campus.
REQUIRED:
3.1 Building Analysis and Summary: Program fit to buildings and major sustainable environmental, energy efficient, or program issues.
3.2 Condition Assessment: Facilities Condition Index (FCI) of building(s) and overall campus, specific deferred maintenance components.
3.3 Space Utilization: Document and analysis of space issues, growth, constraints and opportunities.
3.4 Student Housing Analysis (if applicable) existing use and condition
3.5 Sustainability or Energy Efficient issues; infrastructure and system analysis, B3 data analysis
3.6 Pertinent Other Studies: Emergency preparedness plan, waste compliance, system hazardous waste program, or other plans that reflect the campus compliance requirements or environmental or community concerns. * See also detailed description of requirements on slide 33.
Slide 25
3. EXISTING BUILDING CONDITIONS
3.1: Building Analysis and Summary
Provide: • Summary Data sheet for each building
• Current condition information
• Interior and exterior photos
• Location map showing the building in the context of the campus.
• Floor plans ; include square footage by level, room use, square footage by room.
• Current use by academic designation and function.
• Original construction date
• Indicate additions and renovations; include date of construction.
• Summary of likely future uses (if different from current use.)
• Building deficiencies
• Recommendations • HEAPR information/Data
• Technology and Equipment
• B3 data analysis
Far Left: Data sheet explaining current issues related to building condition with a high FCI and detailed analysis of proposed funding from R&R.
Left: Data sheet indicating critical data.
Slide 26
3. EXISTING BUILDING CONDITIONS
3.1: Building Analysis and Summary
Left: Key location map identifying building in the context of the campus.
Middle: Summary data identifying renovation and construction dates.
Right: An example of evaluating current existing building conditions including strengths and weaknesses.
Slide 27
3. EXISTING BUILDING CONDITIONS
3.2: Condition Assessment
Current FCI in 2010 is .11 (average)
Sample Report ‐ Facilities Condition Index
Backlog and 5 year Renewal Forecast
Sample Report – Deferred Maintenance Components
Backlog and 5 year Renewal Forecast
Provide:
• Facilities Condition Index (FCI)
FCI is critical for facilities understanding using FRRM report with its findings. FCI data used to justify all projects. (from FRRM). Note that it is imperative to review 5 year and 10 year renewal to anticipate critical systems that need replacement.
FCI is one of the critical key dashboard accountability measurements that a campus can be evaluated with for current conditions.
• Deferred Maintenance Components: Backlog and renewal are a part of planning. This data is derived from the FRRM data entered yearly by campus personnel and with 5 and 10 year forecast.
Definition:
• FCI is Deferred Maintenance Backlog (Backlog) divided by the Current Replacement Value (CRV) of the physical plant.
• CRV is calculated based on the cost of replacement from the square footage and type of building (simple, complex, etc.). This is updated with inflation. • Backlog calculated each year from the data entered by the campus. Key indicator of the campus/building conditions. Campus ownership for accuracy of this FRRM activity is important. • FRRM: Facilities Renewal and Reinvestment Module: annual report from campuses that describes condition of major systems and suggested renewal needs.
• Routine Maintenance: Campus based periodic “tune‐ups”.
• Capital Renewal: Replacing major subsystems.
• Renewal of Backlog (DM): Necessary renewal work that has been deferred.
• Modernization: Responding to changes in standards and/or program.
Slide 28
3. EXISTING BUILDING CONDITIONS
3.3: Space Utilization/Needs Assessment
Provide:
• Floor Plans
• Summary of Space Issues
• Constraints and Opportunities
• Room Numbers
• Hours Used
• Color coded diagrams
• Room Capacity
Left: An example of graphic of an individual floor plan with hours of space used.
Below: A summary of main campus percentages indicating space utilization .
Slide 29
3. EXISTING BUILDING CONDITIONS
3.3: Space Utilization/Needs Assessment
Starting as of Spring 2014 – Space Utilization is tracked using EMS Campus Left: Strong overall room use at 30 hours a week –
but times are still available such as between 9‐12 on Tues, Wed, Thurs, Fri.
Below: Mainly full schedule (8am‐6pm) classroom ‐
however, no classes on Fridays.
Slide 30
3. EXISTING BUILDING CONDITIONS
3.3: Space Utilization/Needs Assessment
Left : Floor plan indicating program use. Below : Utilize bold graphics to improve understanding.
Slide 31
3. EXISTING BUILDING CONDITIONS
Room Usage FY 2006
3.3: Space Utilization/Needs Assessment
Left: Space data indicating how the space changed in usage from different years.
Below: Space data indicating classroom size compared to enrollment.
Room Usage FY 2002
Slide 32
3. EXISTING BUILDING CONDITIONS
Master Planning Options: All Schedules impact overall Cost (Update Every Five Years) Student Consultation on Planning and Funding Components
Provide:
• Existing use and condition
• Analysis of space for revenue funding of planning project.
• Proposed project and student consultation information.
• Verify if campus will begin access to funding for bond sales of revenue supported projects. • Verify in master plan the proposed project and student consultation are included.
Predesign
6 months to Develop the Scope, Cost and Overall Schedule with Student Consultation
Bond Sale
for Revenue Supported Projects
Design Design 3.4: Revenue Supported Programs , such as Student Housing Analysis, Parking structures, wellness or other non‐
academic projects funded by the Revenue Fund. (if applicable)
Bid Construction Bond Sale
for Revenue Supported Projects
Bid Construction Left: Revenue Bond Sale information depicting two options for when sale is executed, funding for design and noting the critical importance of student consultation prior to proceeding.
Below: Example of information regarding a 2 year campus housing development. Various points of information need to be developed depending on the proposed campus needs, community issues, project scope, cost and funding source. Campus Development Funding Source Unit Count
Campus 1
Campus 2
Campus 3
Campus 4
Campus 5
Slide 33
3. EXISTING BUILDING CONDITIONS
3.5: Sustainability or Energy Efficient
Provide:
• Infrastructure and system analysis.
• B3 data analysis
Left: Example of sustainable currently practiced on campus.
Detailed Description of Requirements
Requirements:
3.1: Building Analysis and Summary
3.2: Condition Assessment
3.3: Space Utilization
3.4: Student Housing Analysis
3.5: Sustainability or Energy Efficient Issues
3.6: Pertinent Other Studies
Summary Space Issues:
• Update/Document space deficiencies and surpluses across campus.
Explain the reasons behind the identified space surpluses and
deficiencies identified in the Facilities Master Plan, current ISRS/BRIO
system
• Identify obsolete spaces on campus and determine the issues related to
the obsolescence: lack of updating, lack of temperature control, poor
lighting, inconvenient location on campus, poor air quality, lack of
instructional technology, inappropriate scale (size of room), outdated
furniture or equipment, etc.
Building Analysis/Condition Summary: • Using the ISRS Facility Condition Module, provide an updated condition summary, including photographs if appropriate, of the building including finishes (carpet, paint, casework, etc…) systems (roof, electrical, heating, fire detection and protection, etc…) and structure (physical condition of structure).
• Document surpluses with existing and anticipated future uses.
• Compile relevant drawings of the facilities, including: plan views, elevations, cross‐sections, and details and perspectives (include in appendix).
Technology Summary:
• Summarize technology availability in the building including voice, video, and data systems.
Space Utilization/Needs Assessment:
• Provide an analysis of space requirements, by academic division and type of space, indicating existing space utilized and anticipated changes in space needs, given demographics and program changes. Indicate space requirements currently unmet and project anticipated needs in ten years. • Understand key campus issues regarding space needs and quality of space by soliciting opinions of students and staff.
Student housing analysis Student Housing (revenue fund or privately funded): • Inventory and show locations of student‐housing options both
on and off the campus.
• Provide Building Condition Summary for Campus owned
residence halls.
Slide 34
4. PROPOSED FRAMEWORK FOR SITE DEVELOPMENT
Summary:
Develop exhibits that show proposed campus
improvements and how those improvements relate
to existing conditions on campus.
REQUIRED:
4.1 Land Management: Site plan with delineation of boundaries, proposed academic zoning, circulation for vehicle and pedestrians, service delivery, students, public, and staff: safety issues addressed m Parking issues, growth, access, structured, potential for mass transit, car pool, Property acquisition/ decommissioning, real estate partnerships.
4.2 Landscape/Civil: Landscape/preservation plan, sustainability concerns addressed, watershed analysis (environmental concerns, rain gardens, low water use landscaping), utility infrastructure changes, proposed regional connection/impact.
4.3 Campus Use/Zoning: Potential building
expansion or decommissioning, compactness of site for efficiency, programmatic zones of academic, administrative recorder, student life, housing, etc. Circulation; vehicular (visitor, staff, student, community, service) roadway alignment, accessibility, mass transit routes, parking (van pool, scooter, motorcycle, hybrid, others) pedestrian circulation; way finding, exterior lighting, “walk‐ability”, gathering spaces, artwork, service routes, and pedestrian safety issues (innovative pedestrian markings/signage at street crossings), Signage and branding, other developmental issues (Housing ‐if applicable –
location, use, type, ownership, etc)
* See also detailed description of requirements on slide 39.
Slide 35
4. PROPOSED FRAMEWORK FOR SITE DEVELOPMENT
4.1: Land Management
Provide:
• Site plan with delineation of boundaries, • Proposed academic zoning, • Circulation for vehicle and pedestrians, • Potential for mass transit, car pool, • Property acquisition/ decommissioning, • Real estate partnerships.
• Future addition, demolition, mothball or other major renovation delineated that reflect demographics, workforce or mission.
• Alterations from the existing conditions
Left: Short term project diagram
Below: Overall site plan that is more developed.
Slide 36
4. PROPOSED FRAMEWORK FOR SITE DEVELOPMENT
4.2: Land Management
Far Left: Diagram indicating long term proposal. Middle: Section of the campus enlarged to highlight specific development.
Below: Black and white diagram that shows what is being proposed for mid and long term.
Slide 37
4. PROPOSED FRAMEWORK FOR SITE DEVELOPMENT
4.2: Landscape/Civil
Provide:
• Landscape/preservation plan
• Sustainability concerns
• Watershed analysis • Utility infrastructure changes Left: Site plan identifying proposed landscape and sustainable options.
Slide 38
4. PROPOSED FRAMEWORK FOR SITE DEVELOPMENT
4.3: Campus Use/Zoning
Provide for Building:
• Expansion or decommissioning
• Compactness of site for efficiency
• Programmatic zones of academic Provide for Circulation:
• Vehicular • Parking (van pool, scooter, motorcycle, hybrid)
• Pedestrian circulation
• Pedestrian safety issues • Signage and branding
• Housing ‐ if applicable Left: An example of proposed campus circulation.
Below: Detailed site plan identifying the layout of campus needed improvements.
Slide 39
4. PROPOSED FRAMEWORK FOR SITE DEVELOPMENT
4.1: Land Management:
• Show new/revised roadway access into the site. Identify any known traffic projects that will impact access.
• Develop a short (1‐5 years), mid‐term (6‐15 years) and a long term (16‐30 years) property acquisition or decommissioning strategy. Show new proposed property acquisition with boundaries. Develop a plan for property acquisition and disposition, include legal descriptions and drawings of boundaries.
• Outline strategic plans for creating community partnerships (joint venture projects) for sharing real estate assets like athletic fields, etc.
4.2: Landscape/Civil:
• Develop a master landscape plan for the campus indicating athletic fields, fencing, irrigation, trees above 6” in diameter, and planted areas. Reinforce campus edges providing a sense of place. Develop a preservation plan for all natural resources including vegetation, lakes, prairies, and wetlands. • Document watershed analysis (slope analysis) of the campus and surrounding properties with proposed changes.
• Indicate proposed utility infrastructure changes.
• Expansion of utilities: domestic water, steam, natural gas, electricity, alternative fuels.
• Expansion of sanitary and storm water service.
• Expansion of technology service: fiber optics, broad band, and telephone
• Replacement of underground fuel storage tanks.
4.2: Campus Use/Zoning:
• Develop an overall approach or design for the campus that reinforces the academic goals. Provide illustrations showing the campus layout identifying needed improvements.
• Identifying all existing, new and remodeled campus buildings including potential student housing sites (on and off campus). Illustrate and label all potential new building locations showing building size and massing. Note any potential decommissioning of buildings or parts of buildings. Detailed Description of Requirements
Requirements:
4.1: Land Management
4.2: Landscape/Civil
4.3: Campus Use/Zoning
4.2: Campus Use/Zoning: (cont)
• Indicate priority or phase of major projects.
• Show new campus circulation plan including pedestrian, vehicular, and bicycle. Include pedestrian crosswalks and bicycle parking. • Indicate proposed mass transit circulation and drop‐off/pick‐up points.
• Develop a proposed parking expansion plan for staff, students, and visitors. Develop a plan for improving accessible parking, striping and signage. Include the new number of parking spaces.
• Indicate new entry images, campus monuments, and first impressions. • Indicate the new "walk‐ability" of the campus by showing the relationship of buildings by distance in feet or minutes of walking (1/4 miles is typically 5 minutes). Identify commonly traveled routes by: students, faculty, staff, and visitors. • Develop a way‐finding signage plan.
• Address significant academic/social issues as identified in the existing campus use analysis. • Strengthen outdoor public gathering spaces. Coordinate site furnishings and trash receptacles campus‐wide. Develop a preservation plan for all open space malls and vistas.
• Identify areas/locations for new public artwork. • Indicate new service routes and loading dock locations.
• Safety and Accessibility ‐ Indicate strategies for increasing campus security; indicate expansion of exterior lighting for parking and walkways; indicate accessibility additions campus‐wide.
Slide 40
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
Summary:
This section outlines the future for the Campus. It
includes the Building Master Plan, Asset Protection
and Loss Control. Utilizing the information contained
in the existing facility and the ISRS Facilities Condition
Module the Framework for Campus Development
analyzes the issues and provides strategies for
improvement.
REQUIRED:
5.1 Address all items listed under existing buildings condition ‐ framework for improvement for program, energy efficiency and building condition
5.2 Short and long term of new and renovation projects: Identify projects, analysis of correct program fit to campus, mothballing, demolition, phasing and incremental improvement. Include all infrastructure projects, repair and replacement projects as part of analysis. 5.3 System‐wide infrastructure: Ability for the campus to maintain basic systems with framework to prioritize proposed significant capital projects. 5.4 Energy conservation/Sustainability: Verify compliance with B3 Guidelines, and Energy Benchmarking, sustainability issues that include potential for geothermal and solar thermal heating and cooling systems study, energy conservation, Sustainable Building 2030 goals, roofing studies.
5.5 Historical asset preservation, Technology management plan, and special energy or sustainable in to be noted.
5.6 Regional Opportunities: Collaborative programs, business and workforce partnerships, other higher educational institutions, public and private partnerships, and others.
* See also detailed description of requirements on slide 47.
Slide 41
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
5.2 Short and long term of new and renovation projects
Provide:
• Identify projects
• Analysis of correct program fit to campus • Mothball, demolition, phasing and Incremental improvement. • Infrastructure projects, R and R projects • Future addition, demolition, mothball or other major renovation delineated that reflect demographics, workforce or mission.
• Alterations from the existing conditions
Left: Critical issues and proposed improvements.
Below: Overall diagrams that indicate s what is being proposed for short term. Slide 42
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
5.2 Short and long term of new and renovation projects
Left: Overall proposed project listed on one diagram.
Lower Left: Rendering of long term vision.
Below: Using existing photo to indicate short term plan.
Slide 43
4. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
5.3 System‐wide infrastructure
Below: Example from B3 indicating actual energy use against baseline.
Slide 44
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
5.3 System‐wide infrastructure Provide:
• prioritize proposed significant capital projects. • Future addition, demolition, mothball or other major renovation delineated that reflect demographics, workforce or mission.
• Alterations from the existing conditions
Below: Overall floor plan that indicates priority of phases.
Slide 45
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
SUSTAINABILITY VISION
Minnesota State Colleges and Universities endorse the advancement of sustainable campuses by focusing on improved facilities planning processes, construction, renovation and operations of campus facilities. The Facilities Master Plan update process assures on‐going maintenance and stewardship of existing physical assets and also enables swift and flexible response to programmatic changes driven by student, economic, community and regional needs. Campuses need to reflect the FY2012‐2017 System Strategic Plan in the Facilities Master Plan: • Increase access and opportunity • Promote and measure high quality learning programs and services 5.4 Energy conservation/Sustainability
Provide:
• Compliance with B3 Guidelines
• Energy Benchmarking
• Geothermal, solar thermal heating /cooling systems study
• Energy conservation study
• Sustainable Building 2030 goals
• Roofing studies
• Healthy indoor environment, renewable materials
• Presidents Climate Commitment (if applicable)
Left: Review form suggestions.
Below: Well written and organized submittal for this section.
• Provide programs and services integral to state and regional economic needs • Innovate to meet current and future educational needs efficiently Master Plan is to evaluate current existing facilities, proposed academic offerings and compare these to demographic and other influencing forces and components of campus decision making that may be critical to achieving sustainability. •Life cycle of buildings: extending or shortening the life of structures and other components
•Funding for operating and maintaining buildings as well as supporting new programs.
•Correlation between space utilization and sustainability; repurposing space to enhance campus.
Consider the overall effects of capital budget financing: connecting the dots to true sustainability to reduce, reuse and recycle: become stewards of existing physical plant buildings and infrastructure, programming in flexibility planning for long term program, renovation and operational efficiency.
Slide 46
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
5.6 Regional Opportunities
Provide:
• Collaborative programs, • Business and workforce partnerships, • Other higher educational institutions, • Public and private partnerships, and others
Image: All three examples from plan indicating values, programs, partnerships, and other critical focus in planning.
Slide 47
5. PROPOSED FRAMEWORK FOR BUILDING DEVELOPMENT
Building Master Plan:
Maintain an up‐to‐date Facilities Master Plan showing proposed improvements to building(s) and how they relate to existing conditions on campus. Assess existing buildings to identify and prioritize replacement & renewal projects. Summarize the key issues identified in the existing facility analysis . Major items to be addressed. Formulate plans to meet the needs of the campus:
• short‐term (1‐5 years),
• midterm (6‐15 years), and • long‐term (16 ‐30years) that include any combination of the following: asset preservation, minor and major remodeling, expansion, and demolition. The following may be illustrated together on a building‐by‐building basis if appropriate.
Proposed Space Utilization:
Given existing academic programs and the changes they anticipate in the coming years (growth or decrease in space required), show how spaces will be used in each building to maximize utilization and efficiencies, enhance functional relationships, and improve learning. Indicate renovation, expansion or demolition/decommissioning as required to meet the academic needs of the campus. What are the priorities for the proposed changes?
Align the Technology Master Plan for the campus with the Academic Master Plan and the opportunities and constraints of the Facilities Plan.
Infrastructure Maintenance/Improvement and Energy Use:
Given the condition of the existing buildings what systems need to be updated, replaced, or installed? Using the ISRS Facilities Condition Module prioritize potential projects. Include as appropriate the following systems: HVAC, Heating, fire protection and detection, technology (voice, video, data), roofs, windows and doors, electrical, lighting, plumbing, and other. Detailed Description of Requirements
Requirements:
5.1 Address all items listed under existing 5.2 Short and long term of new and renovation 5.3 System‐wide infrastructure 5.4 Energy conservation/Sustainability
5.5 Historical asset preservation 5.6 Regional Opportunities
Address system‐wide infrastructure distribution of major mechanical, plumbing, water and electrical issues both current and future.
Develop an Energy Conservation/Energy Management Plan and Pollution Reduction Plan to reduce the environmental impact of the campus.
Aesthetics and Accessibility:
Given the existing physical condition of the facilities on campus what improvements need to be considered? What are the priorities for each project? Include issues such as entry, access (at entries and within buildings), finishes (carpet/floor covering, paint, etc…), toilet rooms, student gathering spaces, furnishings and casework, way finding/signage within buildings, quality of student life, residence halls improvements, etc…
•Architectural Design Guidelines: Coordinate campus‐wide exterior architectural elements: building façades, windows, lighting, way‐finding signage, roofing material, building entrances, materials and detailing.
•Interior Design Guidelines: Coordinate building interiors framework for development: room finishes, lighting, furniture, public art, and way‐finding signage.
Foster distinctive campus character and create a plan for historical asset preservation
Slide 48
6. CAPITAL BUDGET INCREMENTAL IMPROVEMENT PROGRAM
Summary:
During the Facility Master Plan updating process
develop a strategic plan for implementation.
Include funding sources, scope, cost and schedule
of potential projects.
REQUIRED:
6.1: Prioritize and package projects
• Establish implementable projects: renovation, renewal, infrastructure, modernization, repurposing, mothball, demolition
• New construction for timelines and funding cycles.
• Provide options (alternatives to allow campus to explore in a more detailed Predesign), develop a flexible strategy • Note funding sources
6.2: Project cost estimates and funding sources
• Include major capital (above $1 million)and HEAPR projects • Include other significant repair, replacement and/or improvement projects funded through campus operations budget • Include projects funded through Revenue Fund bond proceeds and/or operating budget. • Include operational cost impact due to new or renovated spaces, and capacity to assume additional debt. Note any special related projects for energy efficiency.
* See also detailed description of requirements on slide 51.
Slide 49
6. CAPITAL BUDGET INCREMENTAL IMPROVEMENT PROGRAM
6.1: Prioritize and Package Projects
Provide:
• Update/Compile a comprehensive list of facilities needs. • Develop a flexible strategy identifying & prioritizing: renovation, renewal, and other projects. • Update the list of potential short and long‐
term renovations and expansion projects . • Prioritize needs within short, mid, and long‐
term categories, depending of order of importance.
• Create a time line showing consecutive funding cycles for design and construction for phasing potential projects.
• Combine logically compatible items into a project package. • Image: Two examples of identifying funding for repair and replacement of buildings as well as supporting new projects.
Slide 50
6. CAPITAL BUDGET INCREMENTAL IMPROVEMENT PROGRAM
6.2: Project Cost Estimates and Funding Sources
Provide: • Preliminary cost estimates for improvements and packaged projects. • Aligning projects with compatible funding sources is the next step in project implementation (capital projects, HEAPR, R and R, energy efficiency strategizes; re‐commissioning, PBEEP resource, other).
• Develop a strategy for packaging short‐term, mid‐
term, and long‐term projects. • Provide the above information in a table format. Left: Not all improvements are major project capital. The master plan becomes a working list for next five years for items such as replace carpet, upgrade furniture, remodel classroom/office, etc.
Below: An example of funding for repair and replacement building components.
Slide 51
6. CAPITAL BUDGET INCREMENTAL IMPROVEMENT PROGRAM
6.1: Prioritizing and Package Projects:
• Compare this list to the Facilities Renewal and Reinvestment Module (FRRM): annual report from campuses that describes condition of major systems and suggested renewal needs to make sure all needs are included.
• Use the project scenario system.
• Create a time line showing consecutive funding cycles for design and construction for phasing potential projects.
• During a major remodeling of an interior shell consider upgrading ventilation, plumbing, mechanical, heating, cooling, and electrical systems. Addressing deferred maintenance items within capital projects is an excellent way to lower a facilities backlog.
• Using the FRRM develop a maintenance repair program for each building. Include scheduled maintenance in list prioritized project list.
Detailed Description of Requirements
Requirements:
6.1: Prioritizing and Package Projects
6.2: Project Cost Estimates and Funding
Sources 6.2: Project Cost Estimates and Funding Sources
• Identify costs associated with asset preservation items and proposed remodeling or new construction projects. Incorporate Minnesota State Colleges and Universities Design Standards for all projects
• The following categories are possible funding sources to consider:
• Higher Education Asset Preservation and Replacement (HEAPR)
• Capital Improvement Project – Bonding
• College Operating Funds
• Repair and Replacement Funds
• Revenue funded projects
• Partnerships with Public Agencies – City, County, Federal Match Programs
• Private Partnerships with Local Industries
• Other
• Develop a strategy for packaging short‐term, mid‐term, and long‐term projects for Repair & Replacement, Higher Education Asset Preservation & Replacement (HEAPR), Capital Improvement Projects (Capital Bonding), and Asset Protection and Loss Control projects.
• Calculate the current operating budget and debt capacity for the campus.
Slide 52