Steps for completing survey:
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Verify physical information for each room is accurate. This includes:
 Building name
 Assignable square feet (ASF)
 Room number
 Department assignment
 Room type
Identify and assign the Principal Investigator(s) whose projects occur in the room.
Identify and assign the DaFIS/KFS accounts that support the activities of each room.
 It is not a requirement to add every account that occurred in the room, only a representative
account for each function.
Identify other paid or unpaid occupants of the room.
Assign the space survey functions to each room.
 Validate all activities have been identified and accounted for in the functionalization of each room.
Special issues to consider:
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100% OR-Organized Research, verify that:
 All activities and funding that occur in the space are fully supported from OR accounts
 There are no visiting professors, emeritus faculty, volunteers, or other users of the space.
 There are no students using the room who receive course credits or tuition and fee remission for
the work occurring in the room.
Graduate or Undergraduate Students
 A portion o f the room is coded to Instruction (IDR) to account for the course credits and other
instructional activities of the students.
 For student desks in the labs, a justifiable percentage of the space is coded to IDR-Instruction and
Departmental Research to account for any coursework that may be done in the room.
Space to Base Consistencies
 The A-21 code on account(s) chosen is consistent with the functional code assigned to the space
 Inconsistencies must be corrected either by the functionalization in the space survey or changing
the A-21 code in the KFS Account Document.
Space Coding Patterns
 Review your space to address any patterns (i.e. If all lab space code 90% OR and 10% IDR, is
there a valid reason?)
Documentation
 For space with special circumstances, document your methodology for the allocation of the
functions. This can be done in the comment section of the room or in a similar fashion.
Costing Policy & Analysis
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Space Survey Functions:
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Organized Research (OR)
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Instruction and
Department Research
(IDR)
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All research and development activities of the University that are separately budgeted and
accounted for on a specific project basis, including related cost sharing. It includes:
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Sponsored research projects (funded externally by federal government & non-federal sponsors)
University research projects (separately budgeted & accounted for on a project-by-project basis)
Sponsored research training (training of individuals in research techniques)
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Cost sharing associated with sponsored research (university financial support for faculty & staff
effort)
Non-sponsored research
No formal application/approval process required
Includes research funded by gifts, endowments, seed funding, start-up funding, and indirect
cost recovery money
Teaching and training activities, whether they are offered for credit toward a degree or
certificate or on a non-credit basis, either through regular academic departments or separate
divisions, such as a summer school
•
Other Sponsored
Activities (OSA)
Includes fellowships and instruction training grants (Sponsored Instruction)
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Externally funded programs OTHER than:
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Service/Recharge Center
(SC)
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Space occupied by recharge activities selling or recharging goods or services to other campus
departments
Departmental
Administration (DA)
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Renovation/Vacant (REN)
Costing Policy & Analysis
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Instruction/Departmental Research (IDR)
Organized Research (OR)
Other Sponsored Activities (OSA)
Includes:
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Examples: Machine Shop, Chemical Supply Room, DNA Sequencing Facility, Microscopy, etc.
Activities that are not classified as:
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Instruction
Sponsored Research
Involve the performance of work (both federal & non-federal) other than research and
instruction Includes fee-for-service activities, community service programs, seminars,
symposiums, and conferences, clinical trials, etc.
Includes activities supported by cost sharing
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Other Institutional
Activities (OIA)
Student credit hours for lab work, thesis development, or other instructional activities
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Space used by outside parties or agencies
Visiting faculty or scientists not paid by the University and emeritus professors
Auxiliary activities (e.g. housing, athletics, bookstore, dining facilities, etc.)
Fundraising activities (e.g. alumni affairs, public relations, marketing, development, etc.)
Used for academic administrative and supportive activities that benefit common or joint
departmental objectives
Includes academic department space that is not practical to define to any function because it is
used by many individuals (e.g., office service rooms, lounges, departmental libraries,
conference rooms, secretary/clerical offices, and office storage areas)
Also takes place in offices of deans, chairpersons, center directors, division heads, and
business officers
Assignable to a department, but space that is CURRENTLY under renovation or not in use for
the entire 12 months
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