Essential Planning
November 21, 2003
www.facilities.mnscu.edu
Allan Johnson, PE
Associate Vice Chancellor for Facilities
Sally Grans, AIA
Director, Facilities Planning and Programming
Don Flack, ASLA
Senior Planner
Essential Planning
• What is essential about the Minnesota State Colleges
and Universities Planning Process?
• How planners can assist
individual campuses and institutions.
• How to utilize our Master Planning Guidelines.
Diverse and Historic Systems –
Unique Governance 1860 - 1991
• 1860 – 1885 State University System established campuses Winona,
Mankato, St Cloud, Moorhead Bemidji in 1919, Southwest State in
Marshall in 1957, and Metropolitan State in 1971 totaling 7 campuses.
• 1911-1927 Community College System started with 2 year campuses
from Minneapolis, Hibbing, Faribault, Virginia, Ely and Duluth. 1957
first state legislative sponsored appropriations.
• 1963 Junior College Board formed – eventual budgeted for 21
campuses.
• 1947-1955 Vocational – Technical Schools established with sites at St
Cloud, Thief River Falls, Winona, Austin, St Paul and Mpls. Multiple
Structures built over the years, in 1984 Board of Vocational Education
formed oversight to 37 Technical Colleges.
Merger - 1995
•
•
Merged system – funding bill passed in 1991 for
effective date July, 1995. Legislature mandates
merger of the three diverse higher ed systems into
the Minnesota State College and University system
(MnSCU)
Previous three different governing boards:
1.
2.
3.
•
•
State University System
Community College System
Technical College Board (with K-12 School District)
Original 58 separate campuses.
1995- 2003: merging and collocation of institution to
currently at 33 institutions at 53 campuses.
Minnesota State Colleges and Universities
• One of the two public higher education systems in the state
– the other is the University of Minnesota.
• Created by the legislature to improve the efficiency of delivering
two year and four year programs to students in the state.
• Board of Trustees appointed by the Governor.
• Chancellor appointed by the Board of Trustees.
• Office of the Chancellor serves as a resource, guidance and
oversight for the individual campuses.
We are located throughout the state…
•
33 institutions
•
53 campuses
•
46 communities
•
30% of state’s
capital
investment
•
24 million square
feet = 5 Malls of
America
•
Average age of
buildings are age
32 years
Metro Alliance
• 10 two year institutions and one four
year (Metro State). Began in 1999.
• Focused on maximizing use of
existing resources to operate as a
single institution for students.
• Partners/collaborates with the U of M.
• 40,000 FYE (31% of MnSCU total)
• 5.6 Million SF (28% of MnSCU total)
• Compares to 46,000 FYE and 6.4
Million SF at the U of M Twin Cities
campus (Non-research, comparable
academic space).
• A network of educational institutions
with close alignment of programs
Governance
Governor Appointed
Responsible to
Constituents
Board of Trustees
Strategic Plan
• Access & Opportunities
• Community Development
• High Quality Learning
Environment
• Integrate System
Office of the Chancellor
President/Campuses
Facilities Master Plan
Campus
Intergraded
Strategic
Plan
Work Plan
Enrollment is at an all time high
132,449
130,000
STUDENT ENROLLMENT
125,000
126,215
121,739
Headcount:
235,000 (credit)
130,000 (noncredit)
122,667
120,000
120,682
119,725
118,861
115,000
115,763
114,199
111,604 111,409
110,000
110,327
105,000
semester conversion
106,827
100,000
90-91 91-92 92-93 93-94 94-95 95-96 96-97 97-98 98-99 99-00 00-01 01-02 02-03
Source: Minnesota
State Colleges and
Universities Finance
Division, actual full-year
equivalent enrollment
for 1990-2002;
projected full-year
equivalent enrollment
for 2003.
Minnesota State Colleges and Universities
Serves 2/3 of State’s Resident Undergraduates
1999 Gross Square Feet
Private Career Schools
2.9%
Minnesota State
Other State Agencies
27.1 Million GSF
Private Colleges
14.4%
Colleges &
Universities
23.1 Million GSF
University of
Minnesota
15.3%
Minnesota State
Colleges & Universities
67.4 %
Univ. of Minnesota
25.2 Million GSF
Source: State of Minnesota Building
Source: Minnesota Higher Education Services Office student
Maintenance Guidelines, prepared by the Dept. of Finance
enrollment reporting system, fall 2001 headcount enrollment,
resident undergraduates
Essential Planning
Board of Trustees: Strategic Plan
• Access & Opportunity
• Community Development &
Economic Vitality
• High Quality Learning
• Integrate the System
Higher Education Model
Public - Government
Facilities: Strategic Framework
Status, Planning, Options, Outcomes
Business Model
Office of the Chancellor:
Systemwide Planning Resource,
Guidance and Oversight
• Deferred Maintenance
• Space Utilization
• On-going initiatives
•
•
•
•
2 & 4 Year Campus Infrastructure
Roof Studies
System-wide Capital Projects
Initiatives: science, technology, workforce
demolition, and program consolidation
• Entry Concepts
• Design Standards
Chart below represents 1999 Condition Assessment:
617 Buildings - 18.6 million GSF
2003 Current Academic Building Inventory is 20.4 million GSF
MINNESOTA STATE COLLEGES & UNIVERSITIES
Facilties Condition Assessment
Profile of Inspected Buildings by Age and Type of Institution
Building Age
Type of Institution
Community
Colleges
Over 50 Years
1,104,191 GSF
2,138,270 GSF
12%
6%
State
Universities gsf
2,138,270
25 to 50 Years
11,545,176 GSF
62%
6,682,368 GSF
0 to 24 Years
5,924,942 GSF
35%
32%
Total Number of Campuses = 53
Total Number of Buildings = 617
Total GSF = 18.6 Million
5,486,914 gsf
Consolidated
C & TC
4,266,758 GSF
gsf
23%
Technical
Colleges gsf
5,486,914 GSF
30%
Backlog of Maintenance and Repair
Condition Assessment Report
– On-site evaluation of facilities’
condition
– Engineering/architectural cost
estimates
Grounds,
$39.7
1999 Condition Assessment
Deferred Maintenance Total = $498 M
$ in millions
Statutory/ADA
$74.4
HVAC,
$155.2
Interior,
$65.6
Plumbing,
$17.3
Exterior,
$48.2
Roofs,
$61.4
Electrical,
$36.1
Facilities Assessments
Facilities Condition
Assessment
Facility Condition Index
Space Utilization 2001 Study Findings
Assignable
Square Feet
Fall 2000
(Deficit)
Suplus
Fall
2000
2006
Community Colleges
1,276,056
(48,148)
(4%)
(14%)
Technical Colleges
3,585,013
266,304
7%
(3%)
Consolidated Colleges
2,416,912
(239,486)
(10%)
(23%)
State Universities
3,915,162
(506,576)
(13%)
(23%)
Total
11,193,143
(527,906)
(5%)
(16%)
Space Utilization 2001 Study Findings
Access – Space and Enrollment
2000 Enrollment
2000 Square Footage
Master Plan Formal Update Every 5 Years
Facilities Master Plan
Other FundingDonations, Grants
Partnerships
Operational Funds
from Campus
Campus Individual
Predesign
Legislative
Appropriation
Capital Plan
New Construction or,
Remodeling
2-year Legislative Process
HEAPR
MnSCU Capital Budget Project Decision Tree
MnSCU
2004 Capital Budget
$150 Million
•Technical Advisory
Team Scores
• 6-Year Plan or
ƒ Master Plan
ƒ History of Past
• Prior Legislative
Funding
ƒ Predesign
ƒ Space Utilization
ƒ Project Costs
Investment
ƒ Matching Funds
ƒ FYE Distribution
ƒ 2 Yr/4 Yr Distribution
Board of Trustees Guidelines
1.
Asset Preservation
2.
Completion of Projects
3.
Facility Renewal for
Programmatic Mission
4.
Master & Strategic Planning
5.
Collaboration & Partnership
Legislative Direction
M.S. 135A.034, Subd 2
1.
Asset Preservation
2.
Completion of Projects
3.
Update for Contemporary Needs
4.
Geographic Distribution
5.
Nonstate Funding
2 Year Capital Budget Biennial Process
Finalize
2004
2004 Capital Budget
Strategy Plan to Board
Capital
Budget
Dec 02
May 02
2004 Capital Budget
Guidelines
Nov.
Preliminary
List
Jun 02
July Approval
of Guidelines
All Predesigns
50% Complete
2006 Capital Budget
Guidelines
Jun 04
Technical
Advisory Team
Scores Projects
2004 Legislative
Process: Legislature
and Governor
Jan 03
Public Board
All
Presentations
Predesigns
for 2004
Budget
Used in
Technical
Scoring
Jun 03
Jan 04
Funds
Appropriated
Legislative Tours
Capital Budget Execution Strategy
• Predesign and Debt capacity examines execution feasibilities
- Optimum capital budgeting and spending
- Extended Design allows for inclusive, engaged, thoughtful
decision making process
• Design first biennium; construct in second
• Design and construct in one biennium
• Design, new construction and remodeling in three biennia
Designer Selection
Process
02
03
Design
DESIGN A
Design
04
05
07
Construction
Construction
Design
Design
DESIGN C
Design
Design
06
Construction
Construction
Remodeling
New
New Construction
Construction
Remodeling
08
Integrated Planning Model
- This planning model encourages efficient and effective planning
practices that are linked and mutually supportive, while avoiding the
proliferation of several different plans with contradicting priorities.
•Integrated
•Plan
DRAFT
•Comprehensive plan integrating all
functions to achieve the vision,
mission and academic goals
DRAFT
•Academic Plan
•Defines the Institution’s academic directions and strategic
program decisions
•Information Technology Plan
•Financial Plan/Budget
•Vision
•Enrollment Management Plan
•Facilities Master
Plan
•Mission
•Values
•Human
•Resources Plan
•Purposes/Goals
Executive Summary
Planning
Components
Campus Profile
Existing Building & Site Analysis
Framework for Campus Development
Integrated
Planning
Implementation of Improvements
Facilities Master Plan
Development of a
Comprehensive Plan
Presentation to the Board
of Trustees
Master Plan Updates Every 5 Years
Presentation to the
Office of the Chancellor
Facilities Master Plan
Funding Plan for Campus
Improvements
Operations Budget
Repair and Replacement
Projects
HEAPR Funded Projects
(Asset Preservation per Statute)
Capital Projects
(Large scale Additions and Renovation
Projects Requiring Capitalized Funding)
Predesign Document
(Scope, Cost and Schedule)
Student Housing
Academic Program Goals
Academic Collaborations
Community Partnerships
Existing Facilities Analysis
Academic Master Plan
Facilities Deferred Maintenance
Lease Agreements
Asset Protection & Loss Control
Civil & Landscape Site Issues
Vehicular Circulation
Campus History
Pedestrian Circulation
Campus Parking
Real Estate Issues
Facilities Master Plan
Campus Location
Regional Opportunities
Operating Budget
Enrollment Projections
Space Utilization
Architecture Design Guidelines
Technology Infrastructure Goals
Proposed Campus Improvements
Framework for Campus Expansion
Campus Demographics
Student Enrollment Profile
Planning and Updating Process
Mission Statement of Institution
Facilities Master
1. Executive Summary
Plan
a. Highlights of the Plan
b. Planning Process
c. Updating Strategy
2. Campus Profile
3. Existing Bldg. and Site Analysis
a. Existing Space Inventory
b. Deferred Maintenance Analysis
a. Campus History
c. Space Utilization Analysis
b. Regional Demographics
d. Synthesis of Findings
c. Campus Demographics
e. Facilities Needs Assessments
d. Academic Goals
f. Student Housing Analysis
e. Technology Goals
g. Real Estate / Land Management
f. Operating Budget
h. Landscape / Civil Issues
g. Community Partnerships
i. Campus Land Use Analysis
Facilities Master
Plan
5. Implementation of Improvements
a. Comprehensive List of Needs
b. Funding Options
4. Framework for Campus Development
a. Proposed Additions / Renovations
b. Proposed Site Improvements
c. Parking Infrastructure
d. Entry Images and Landscaping
e. Design Criteria and Campus Aesthetics
f. Vehicular Circulation
g. Pedestrian Circulation
h. Real Estate Acquisitions & Dispositions
c. Prioritization
1. Executive Summary
a. Highlights of the Plan
b. Planning Process
c. Updating Strategy
d. Campus Location
1. Executive Summary
a. Highlights of the Plan
b. Planning Process
c. Updating Strategy
d. Campus Location
2. Campus Profile
a. Campus History
b. Regional Demographics
c. Campus Demographics
d. Academic Goals
e. Technology Goals
f. Operating Budget
g. Community Partnerships
2. Campus Profile
Top
Top 10
10 Cities
Cities
Where
Where Students
Students Reside:
Reside:
Eden
Eden Prairie
Prairie
Richfield
Richfield
Apple
Apple Valley
Valley
Eagan
Eagan
Lakeville
Lakeville
Shakopee
Shakopee
Edina
Edina
a. Campus History
Bloomington
Bloomington
Minneapolis
Minneapolis
Burnsville
Burnsville
b. Regional Demographics
c. Campus Demographics
d. Academic Goals
e. Technology Goals
f. Operating Budget
Regional Demographics:
Counties in Population
Southwest
In 2000
Metro
Hennepin
Carver
Dakota
Scott
1,116,200
70,205
355,904
89,498
Projected
%
Changes
by 2010
7%
31 %
19 %
37 %
g. Community Partnerships
3. Existing
Building Analysis
a. Existing Space Inventory
b. Deferred Maintenance Analysis
c. Space Utilization Analysis
d. Synthesis of Findings
e. Facilities Needs Assessments
3. Existing Building Analysis
Before
Before Co-Location
Co-Location
Before Co-location
100%
90%
80%
70%
73%
67%
Average Weekly Usage
70%
64%
57%
60%
53%
51%
49%
50%
40%
34%
32%
30%
31%
25%
20%
11%
12%
10%
0%
0%
0%
7:00 AM 8:00 AM 9:00 AM 10:00
AM
11:00
AM
12:00
AM
1:00 PM 2:00 PM 3:00 PM 4:00 PM 5:00 PM 6:00 PM 7:00 PM 8:00 PM 9:00 PM
Hour
Average Daily Classroom Usage
10:00
PM
3. Existing Building Analysis
After
After Co-Location
Co-Location
After Co-location
100%
90%
80%
Average Weekly Usage
70%
60%
50%
40%
30%
20%
10%
0%
7:00 AM 8:00 AM 9:00 AM
10:00
AM
11:00
AM
12:00
AM
1:00 PM 2:00 PM 3:00 PM 4:00 PM 5:00 PM 6:00 PM 7:00 PM 8:00 PM 9:00 PM
Hour
Average Daily Classroom Usage
10:00
PM
3. Existing Site
Analysis
f. Student Housing Analysis
g. Real Estate / Land Management
h. Landscape / Civil Issues
i. Campus Land Use Analysis
3. Existing Site Analysis
f. Student Housing Analysis
g. Real Estate / Land Management
h. Landscape / Civil Issues
i. Campus Land Use Analysis
4.
Framework for Campus
Development
a. Proposed Additions / Renovations
b. Proposed Site Improvements
c. Parking Infrastructure
d. Entry Images and Landscaping
e. Design Criteria and Campus Aesthetics
f. Vehicular Circulation
g. Pedestrian Circulation
h. Real Estate Acquisitions & Dispositions
4.
Framework for Campus
Development
a. Proposed Additions / Renovations
b. Proposed Site Improvements
c. Parking Infrastructure
d. Entry Images and Landscaping
e. Design Criteria and Campus Aesthetics
f. Vehicular Circulation
g. Pedestrian Circulation
h. Real Estate Acquisitions & Dispositions
1. Comprehensive List of Needs:
-
Building Additions
-
Building Renovations
-
Repair & Replacement Projects
2. Funding Options:
-
Capitalized
-
HEAPR
-
Operating
-
Other
3. Prioritization:
-
Based on Cost
-
Funding Options
-
Phasing
-
Institutional Needs
5. Implementation of Improvements
5. Implementation of Improvements
Questions and
Comments
Sally Grans, AIA
Director, Facilities Planning and
Programming
651-296-7083
sally.grans@so.mnscu.edu
Don Flack, ASLA
Senior Planner
651-282-5217
don.flack@so.mnscu.edu
Essential Planning
www.facilities.mnscu.edu