Space and Facilities Database
Workshop
Level Two
April 3, 2008
Presented By: Hong Lin & Theresa Tsik
Facility Planning, CPDC, CSU Chancellor’s Office
Topics
 Fall 2008 SFDB & 2009/2010 Custodial Reporting
– Fall 2008 SFDB Update
– 2009/2010 Custodial Reporting
 SFDB, APDB and Capital Planning
– Overview
– APDB
– Planning Tools
– COBCP Forms
– Case Study: San Bernardino Performing Arts
 Resource
 Hands on SFDB! (Optional)
Page 2
SFDB and Custodial Reporting Window
 Call Letter:
http://www.calstate.edu/cpdc/Facilities_Planning/Spa
ce_Mgmt/Call_Letters/
 Window: May 1, 2008 to May 31, 2008
 Action:
– SFDB update for Fall 2008
– Custodial submission for 2009/2010 Budget Year
Page 3
Fall 2008 SFDB Update
Page 4
What is SFDB?
 SFDB – Space and Facilities Database
 SFDB is the official CSU central record for facility and
space information for capital planning and is not a day-today campus space database.
 Two master files – the facility file and the space file
 Updated annually - snapshot of fall data only
 Centralized and web-based database maintained by CO
 Foundation of the capital planning
– Campus instructional space utilization
– COBCP Forms (1-1, 1-2, 1-3, 1-4, 2-3, 2-4, 2-7, 2-9)
– Laboratory enrollment vs. laboratory capacity
– ASF per FTE model
Page 5
SFDB Update & APDB Reporting
 APDB Reporting Schedule:
– Report each term after census date
(Appendix: APDB Reporting Schedule)
 APDB Reporting Validation:
– Validate Facility/Space ID against SFDB
– Facility ID + Space ID:
Facility number (3)+Facility suffix(1)+Space
Number(4)+Space suffix(2)
Page 6
SFDB Update & APDB Reporting
 Why validate APDB Facility/Space ID against SFDB:
– Maintain the consistency of rooms reported in
APDB and rooms reported in the SFDB.
– Improve the accuracy of campus space utilization
reports:
data comes from both SFDB and APDB
– Ensure accurate enrollment data for capital
planning:
onsite other earned % and offsite % in APDB
reports
Page 7
SFDB Update & APDB Reporting
 Non-matching SFDB ID errors:
– APDB section audit report
– Fall Term: REQUIRED to fix in APDB or SFDB
– Other terms: warning message only
 Fix non-matching SFDB ID errors:
– Change in APDB and/or
– Change in SFDB
 Minimize non-matching SFDB ID errors:
– Communicate with APDB coordinator/scheduler
– Update SFDB annually, share fall space file with
APDB coordinator/scheduler
Page 8
APDB Section Audit Report
Page 9
Prepare Fall 2008 SFDB Update Data
 SFDB and APDB:
– Include all spaces that had been scheduled for fall 2008 classes
– Use caution in deleting spaces that may be scheduled for fall
2008 courses
– Inform APDB coordinator of any facility/space ID change
 New spaces request for custodial maintenance funding:
– 09/10 support budget: update in SFDB if new spaces will be
occupied in fall 2008
– Prior to 09/10 support budget: update in SFDB
 Un-inventoried project space when project is completed (refer to
CPDC 1-2)
 All other space changes
Page 10
6-Step SFDB Update Process
 Step 1: Campus prepare and enter data
– Option 1: Upload Process (for volume transaction)
– Option 2: Data Entry Screen
 Step 2: Campus review Before and After Analysis
 Step 3: Campus edit submitted data
– Option 1: Upload Process
– Option 2: Edit Screen and/or Data Entry Screen
 Step 4: Campus view/export submitted data
 Step 5: Campus notify CO that data is ready to review
during the SFDB update window
 Step 6: CO review campus data submission, analyze
data and update space-master file
Page 11
SFDB Update Process
Or
Data Entry Screen
Campus Upload Process
Validation
N
Y
Edit Screen
N
B/A Analysis Report
Y
Campus inform CO Data is ready to review
CO Analyze B/A Report
N
CO
Y
CO Update Space-master
Page 12
Log on SFDB (production database)
Quick link to SFDB:
http://www.calstate.edu/cpdc/Facilities_Planning/Space_Mgmt/index.shtml
Username:
Password:
Page 13
Log off SFDB
NOT to do:
Close Internet explorer
YES to do:
1) Logoff and Exit 2) Select “Exit” from menu “Action” 3) Click “X” to close
Page 14
Demo SFDB Update Process
Page 15
Analyze SFDB update
1. Analyze Campus permanent capacity changes
– Capacity: Lecture, Teaching Lab, FO & FAO
Increase of Capacity
Non Project
Related
Analyze proposed
CPDC 1-2
Loss of Capacity
Not allowed in campus
TOTAL unless solid
reasons are provided and
approved by CPDC
Project Related Match the Capital Outlay Program, refer to CPDC
1-2
Page 16
Analyze SFDB Update (continued)
2. Analyze lab capacity changes in HEGIS code &
instructional level
– Use Lab lab book as analysis tool
3. Analyze ASF changes, by HEGIS code & space
type:
– Use ASF per FTE model as analysis tool
Page 17
2009/2010 Custodial Reporting
Page 18
What to Report?
 NEW state maintained spaces:
– Impact on campus’ operating budget
 State maintained space adjustment
– No monetary impact to campus’ operating budget
 Facility update
 Improved acreage (ACR1) and unimproved acreage
(ACR2)
Page 19
Cost of New State Maintained Spaces
 Regular maintenance for new spaces:
$9.10 / sq ft (08/09)
– Cost of utilities
– Building maintenance
– Custodial
– Landscape
– Administrative support
Page 20
State Maintained Spaces
 General policy:
Spaces (GSF or ASF) with state funded instructional,
administrative and or support functions are eligible
for custodial maintenance funding.
http://www.calstate.edu/cpdc/Facilities_Planning/Spa
ce_Mgmt/Resource_Documents/
Page 21
Exclusions From Custodial Coverage
 State-Supported Facilities:
– Warehouses and all facilities that are being used
for storage (except office space)
– Corporation Yards (except office space)
– Utility Tunnels
– Greenhouses
– Outdoor Physical Education (Except enclosed
handball and tennis courts)
Page 22
Exclusions From Custodial Coverage
 Non-state Supported Facilities:
–
–
–
–
–
–
–
–
–
–
–
Athletic Spaces (Exclude office and training space)
Residence Halls and related buildings
Parking Structures
Foundations
Student Unions
Cafeterias (50% of the public area will be included for custodial
coverage by the General Fund.)
Faculty Clubs
Research Centers
Child Care Centers (excluding rooms used as instructional
laboratories)
Alumni Houses
President Houses
Page 23
State Maintained Spaces Categories
 SQF4 - The total square footage (ASF or GSF) of a
state-supported facility or structure that is eligible for
custodial maintenance funding.
 SQF5 - The gross square footage of a farm building,
sitting on farm acreage, that has a roof and is used for
any of the following: the processing of farm products; the
processing of foods or seeds; and/or to provide shelter for
animals. This includes barns, and structures that house
animals and their corresponding agricultural programs.
Page 24
New State Maintained Spaces
(New SQF4 / New SQF5)
 Impact campus’ operating budget
 Submit New SQF4 and or New SQF5:
– Projects will be completed in 2009/10
– Adjustments of existing state maintained spaces
completed in or after 2007/08
– Surge space:
Funding will be reduced once the surge space is
no longer required to support state funded
activities during a major capital renovation or
construction.
Page 25
Budgeting Process – New Space Request
Campus Request (May)
CO CPDC Review & Approve
CO Budget Office Review & Approve
BOT Approve
Governor / Legislature Approve
Final Budget Signed (July/Aug/Sept)
Campus Receive New Space funding
Page 26
Custodial Maintenance Funding



Check new space request status:
http://www.calstate.edu/budget
CSU Support Budget Book II (Nov.)
Mandatory Cost
New Space
Receive new space funding as part of campus final
budget allocation
Absorb increased cost
Page 27
State Maintained Space Adjustment
(SQF4 Adjustment / SQF5 Adjustment)
 No monetary impact to campus’ operating budget
 SQF4 and SQF5 adjustment:
– Correct minor discrepancies in the square footage of
a facility completed two years prior to the current
budget cycle (before 2007/08)
– Report removal/demolition of facilities that were
approved in major or minor master plan revision
– Approve on a case-by-case basis
 Why report SQF4 & SQF5 adjustment?
Page 28
What to Report?
 NEW state maintained spaces:
– Impact on campus’ operating budget
 State maintained space adjustment:
– No monetary impact to campus’ operating budget
 Facility update:
– Report all state and non-state facilities that are
listed on the campus master plan.
– No ASF space data requested for non-state
facilities
 Improved and unimproved acreage
Page 29
How to Report?

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

Fill out CPDC 4-1 – Custodial Worksheet
Fill out CPDC 4-2 – Facility Sheet
Fill out CPDC 4-3 – Space Worksheet (required if
campus requests new space)
Send to Hong Lin: hlin@calstate.edu
All forms are available on the website:
http://www.calstate.edu/cpdc/Facilities_Planning/Space_Mgmt/Forms/
Page 30
Frequently Asked Questions & Answers
 Do I update the SFDB based on the actual use of the space?
– No. SFDB is the database for capital planning.
 Who will process the new spaces requested for custodial maintenance
funding?
– Campus will be responsible to update the new spaces in the SFDB. If
the new spaces will not be occupied in Fall 2008, please remember to
update during the Fall 2009 SFDB update window.
 What type of spaces will generate capacity FTES? Does Grad Research
generate FTES?
– FTES capacity: space type 0001 Lecture, 0004 Seminar, 0010
Teaching lab
 How to report station counts?
– Instructional space: 1 station = 1 chair
– Faculty office: 1 station = 1 FTEF
 How do I decide what instructional level to use when both lower and upper
division courses are taught in same room?
Page 31
SFDB, APDB and Capital Planning
 Overview
 APDB
 SFDB
 Planning Tools
 COBCP Forms
 Case Study: San Bernardino Performing Arts
Page 32
SFDB, APDB and Capital Planning
Overview
Page 33
OUTPUTS
COBCP Process
1- 4 2 - 7
1-1, 1-2, 1-3,
2-3, 2-4, 2-6, 2-23
COST ESTIMATE
PROCESSES
DETERMINE DELIVERY METHOD
SUMMARIZE OBJECTIVES
FEASIBILITY STUDY
NEW
ASF/GSF
Cost Guide
Donor funding
Design Contingency
OPTIONS
Alternatives
Sustainability
RENOVATE
Maintenance costs
Pacific Partners
Academic direction
Surge space
YRO Status
MYP, CPDC 1-2,
SFDB / APDB
ASF per FTE Model,
Lab/Lab,
Utilization
INPUTS
DEFINE PROJECT INTENT - CAMPUS NEED
Page 34
APDB & SFDB – The Foundation of Capital Planning
APDB (Enrollment)
MYP* & Academic Planning
(SUAM Space Standard)
Space Entitlement
Capital Planning
SFDB (Space)
Space Deficit
Existing Spaces
*MYP is the Multiyear Enrollment Projection
Page 35
APDB, SFDB, Planning Tools and Forms
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CPDC 1-1
CPDC 1-2
CPDC 1-3
CPDC 1-4
CPDC 2-3
CPDC 2-4
CPDC 2-7
CPDC 2-9
Lab Enrollment vs. Lab Capacity
ASF per FTE Model
Utilization Report
SFDB
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Multiyear Enrollment Projection
CPDC 1-1
CPDC 1-2
CPDC 1-3
CPDC 1-4
CPDC 2-1
CPDC 2-2
CPDC 2-3
Lab Enrollment vs. Lab Capacity
ASF per FTE Model
Utilization Report
APDB
Page 36
APDB Overview
Page 37
Academic Planning Database (APDB)
 Computerized information system maintained by CO
 Reported by campus for each term
 Maintain two main files:
– the Section File
– the Faculty File
 Provide statistical data :
– Faculty workload
– Student faculty ratio
– Course offerings, enrollments, class sizes, learning mode, course
level (LD, UD & GD) and course classification (lecture, seminar, lab,
etc.)
– Space utilization
– MYP
 Generate reports for the Chancellor, HR, Academic Affairs, CPDC,
and State Legislators
Page 38
Example: Why is APDB so important for
Capital Planning?
 Dilemma:
A growing campus is short on lecture and lab spaces. However, in 06/07
APDB reports:
– Total campus enrollment increased by 500 FTES.
– Lecture and Lab enrollment decreased by 700 FTES from previous year.
– ONSITE OTHER NON-TRAD enrollment increased by 1200 FTES
which is not entitled to instructional spaces.
 What is wrong?
– In APDB, campus reported classes with Duration Type “X” OVERLAPS REGULAR TERM”, which fell into ONSITE OTHER NONTRAD due to the campus’ PeopleSoft programming issue.
 Result:
– After fixing “X” Duration Type problem, campus increased lecture and
Lab enrollment by 500 FTES instead of losing 700 FTES.
– Be able to justify instructional space deficit
Page 39
APDB Impacts Space Entitlement
APDB
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Multiyear Enrollment Projection (MYP)
CPDC 1-1
CPDC 1-2
CPDC 1-3
CPDC 1-4
CPDC 2-1
CPDC 2-2
CPDC 2-3
Lab Enrollment vs. Lab Capacity
ASF per FTE Model
Utilization Report
Page 40
Enrollment
 Enrollment
– Student Headcount
– Full Time Equivalent Students (FTES)
 1 Unit (credit hour):
– Lecture:
1 contact hour (hours in class)
– Activity:
2 contact hours
– Laboratory:
3 contact hours
 1 FTES:
– Undergraduate: 15 units
– Graduate:
12 units
 CY – College year including summer, fall, winter and spring
 AY – College year excluding summer term
 Annualized FTES = Total FTES / Term factor
Page 41
Multiyear Enrollment Projection (MYP)
 Prepared by CO Academic Research and Resources
 Agreed by both campuses and CO
 Served as official enrollment projection for capital
planning
 Projected enrollment partially based on APDB data
Page 42
Capital Planning
Page 43
Important APDB Data Elements




CS Number
APDB Space Type
Learning Mode
Facility numbers:
– 001-899: facility located on the main campus (SFDB)
– 900-989: Specific “off campus” facilities, classes offered through
the main campus
– 990: Facility located within off-campus center
– 991: Facility located external to the OCC
– 995: Facility is unknown (TBA) or does not matter for capacity
– 996: Outdoor locations at the OCC
– 997: Outdoor locations at the main campus
– 998: TBA or space unknown at the main campus
– 999: Facility located external to the main campus
(Appendix: APDB Data Elements)
Page 44
APDB Reports (for CPDC)
 APD53 Course Section Report (CSR) - Fall
 APD87 Annualized Report – AY
 APD77 Report – Fall and Summer
 APD 791 Utilization Report - Fall
 Reports on Hyperion – AY and Fall
http://peterson.calstate.edu:8080/Hyperion/browse/login
(Appendix: APDB Reports)
Page 45
SFDB and Capital Planning
Page 46
SFDB Provides Existing Space Information
SFDB
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CPDC 1-1
CPDC 1-2
CPDC 1-3
CPDC 1-4
CPDC 2-3
CPDC 2-4
CPDC 2-7
CPDC 2-9
Lab Enrollment vs. Lab Capacity
ASF per FTE Model
Utilization Report
Page 47
Capacity
 Lecture and teaching laboratory space.
– Lecture: Space Type 0001 & 0004
– Teaching laboratory: Space Type 0010
 Expressed by Full Time Equivalent Students (FTES)
 Capacity calculation:
Multiply the total stations in each space category by the
appropriate conversion factor based on current utilization
standards.
– Lecture: stations * 2.33
– Teaching Lab (Lower Division): stations * 0.52
– Teaching Lab (Upper & Grad Division): stations * 0.39
Page 48
APDB & SFDB – The Foundation of Capital Planning
APDB (Enrollment)
MYP* & Academic Planning
(SUAM Space Standard)
Space Entitlement
Capital Planning
SFDB (Space)
Space Deficit
Existing Spaces
*MYP is the Multiyear Enrollment Projection
Page 49
Planning Tools
Page 50
Planning Tools
 SUAM and Space Standard
 Academic Master Plan
 CPDC 1-2 (Summary of Capacity)
 Lab Lab Book (Lab Enrollment vs. Lab Capacity)
 ASF per FTE Model
 Utilization Report
Page 51
SUAM
 SUAM - State University Administrative Manual
 Periodic updates by CPDC as needed
http://www.calstate.edu/cpdc/Facilities_Planning/reference.shtml
Page 52
SUAM – Section VI:
Standards For Campus Development Programs
Page 53
SUAM – Appendix B:
Space Standards Chart
 The CPEC (CA Postsecondary Education Commission)
and Legislature-approved space standards are used to
calculate the type of space in a facility, and its size.
 Identifies appropriate assignable square footage per
HEGIS (Higher Education General Information Survey)
and space types, e.g., administrative office/faculty
office/conference rooms, library space, etc.
 Identifies non capacity space, e.g., art gallery and
science museum.
http://www.calstate.edu/cpdc/Facilities_Planning/MajorCapOutlay/SpaceStandards.doc
Page 54
Page 55
Academic Master Plan
 The office of Academic Program Planning at the
Chancellor's Office maintains the CSU Academic Master
Plan.
 Guide program, faculty, and facility development.
 List existing degree programs, projected (planned)
programs, and program-review schedules for authorized
degree programs.
 Update each March after Trustee’s review and approval
http://www.calstate.edu/app/programs/amp/
Page 56
What is a CPDC 1-2?
 Companion document to the Capital Outlay Program
and Five-Year Capital Improvement Program
 Used to evaluate capital outlay programs
 Reflects annual FTES capacity changes resulting
from proposed capital outlay projects
 Identifies capacity—
Lecture, Teaching Lab (LD and UD), Faculty Offices
 Available on the website:
http://www.calstate.edu/cpdc/Facilities_Planning/Space_Mgmt/Reports/campus_SumCap.shtml
Sample 1-2
Page 57
CPDC 1-2
SFDB Physical
Capacity
Enrollment
Summer
Enrollment
Responsibility
Projects
Capacity
Page 58
CPDC 1-2 Main Components
Capacity:
SFDB* Physical Capacity
Uninventoried Projects Capacity
Proposed Projects Capacity
Summer Enrollment Responsibility
Enrollment:
APDB* Reported Enrollment
MYP*
*SFDB - Space and Facility Database
*APDB - Academic Planning Database
*MYP - Multiyear Enrollment Projection
Page 59
How To Use 1-2 As A Planning Tool?
 Line 7: Capacity/Enrollment %
 Line 13: Office Capacity/Needs %
Page 60
Highlight Line 7 - Capacity/Enrollment %
 Permanent Capacity:
– Capacity reported in SFDB
– Uninventoried capacity
– Proposed new project capacity
– SER (summer enrollment responsibility)
 Enrollment:
– Main campus AY Enrollment Projection, excluding on-site
or off-site other earned (non-traditional instruction mode)
– Actual enrollment relates to the enrollment projection
 What Does % mean:
– >100%: more capacity than what campus needs
– <100%: capacity does not meet campus needs
Page 61
Highlight Line 13 - Office Capacity/Need %
 Permanent Office Capacity:
– Faculty office capacity in SFDB
– Uninventoried office capacity
– Proposed new project office capacity
 Office Need:
CY Enrollment Projection (Main & OCC) * SFR1
 What does % mean:
– >100%: more capacity than what campus needs
– <100%: capacity does not meet campus needs
1. SFR is Student Faculty Ratio
Page 62
Laboratory Enrollment vs. Laboratory
Capacity (Lab Lab book)
 Companion documents of the Capital Outlay
Program and Five-Year Capital Improvement
Program
 A planning tool to analyze Teaching LAB ONLY
 Comparison between target enrollment FTES and
physical capacity FTES
 By Hegis category
 By specific Hegis Code in the proposed project
 By instructional level
Sample Lab Lab Book
Page 63
Lab Lab Book
Target Year Enrollment
Capacity / Target Year
Enrollment
Capacity
HEGIS
Category
Proposed
project
Specific HEGIS
Codes planned
in the proposed
project
Page 64
Lab Lab Book Main Components
LAB Capacity:
•
•
•
•
SFDB Physical Capacity
Uninventoried Projects Capacity
Proposed Projects Capacity
Summer Enrollment Responsibility
LAB Enrollment:
APDB Reported Enrollment
MYP
http://www.calstate.edu/cpdc/Facilities_Planning/Space_Mgmt/Reports/LabFTES.shtml
Page 65
Lab Lab Book 3 Levels Analysis
 By HEGIS category
 By specific HEGIS Code in the proposed
project (Before Proposed Project)
 By specific HEGIS Code in the proposed
project (After Proposed Project)
Page 66
ASF per FTE Model
 An internal planning tool used in parallel to station count
capacity analysis
 Concept – use campuswide ASF*/FTE* to evaluate space
needs and project space requirements
 Provide campuswide ASF snapshot
 Instruction documentation:
http://www.calstate.edu/cpdc/Suam/Appendices/App_B-Restructure_Campus_Capacities.pdf
 How Can I get the ASF per FTE model?
- Please contact Facility Planning, CSU Chancellor’s
Office
Sample: ASF per FTE Model
*ASF – Assignable Square Footage
*FTE – Full Time Equivalent Student
Page 67
ASF per FTE Model
HEGIS
Category
Space Type
Existing, Required
and Net ASF
Page 68
Space Type in ASF per FTE Model
Space Type
Space Type Code / HEGIS
Lecture
0001, 0002, 0004, 0005
Laboratory
0010, 0011, 0016, 0017
Instructional Activity
0019, 0020, 0021, 0022, 0024, 0025,
0027, 0028, 0029, 0052, 0056, 0057,
0070, 0075, 0077, 0079, 0081, 0083,
0085, 0099
Faculty/Faculty Admin Office
0030, 0031, 0032, 0035, 0036, 0037,
0049, 0051, 0093
General Administration
90101 through 91011
Library
90301
Media
90201 through 90231
Plant Operations
90501
Page 69
Structure of ASF per FTE Model
 Existing Space ASF (by space type, by HEGIS category)
– Space ASF reported in the SFDB
– Uninventoried funded projects ASF
 Required Space ASF (by space type, by HEGIS category)
= Enrollment FTES * Space Standard
Current Year Model:
APDB annualized report & Fall CSR report
Target Year Model:
Apply APDB annualized report FTES distribution by HEGIS, by
Space type, by level to multiyear projection. Assume the
consistent mix of HEGIS, level, instructional type to target year.
 Delta ASF = Existing Space ASF – Required Space ASF
Page 70
Utilization Report
 Report to the Legislative Analyst’s Office (LAO)
biannually
 Report on utilization of CSU campuses instructional
physical capacity funded through the Capital Outlay
Program
 Instructional space:
– Classrooms: space type 0001 & 0004
– Teaching Lab: space type 0010
 Compare the utilization of classrooms and teaching
laboratories for the fall term to the legislatively approved
standards
Page 71
Utilization Report
SFDB
APDB
Utilization
as a % of
Standard
Page 72
Utilization Report Methodology
 Utilization as a % of Standard = Utilization / Standard
 Utilization= WSCH / Number of Stations
 Utilization Standard:
– Lecture: 35 Weekly Station Hours
Scheduled Hours from 8 A.M. – 10 P.M. (M-F): 70
Percent to be scheduled (room): 75%
Total Scheduled Hours per Week: 52.5
Percent Station Occupancy: 66%
Amount of time a station is occupied: 35
– Lab:
20 Weekly Station Hours
Page 73
Utilization Report Methodology (cont’d)
 Weekly Student Contact Hours (WSCH):
– WSCH = AWRH * enrollment
AWRH (Average Weighted Room Hours)=Total Class meeting minutes
per week / 50 minutes
– WSCH is the number of hours each room is scheduled and the number
of students enrolled in the class in a week scheduled to be face-to-face
with a faculty member in class from the APDB.
 Determined by room space type instead of course instruction type:
 Example 1: A lecture course taught in a laboratory space adds
to the average use of laboratory stations.
 Example 2: Courses that are taught by individual supervision do
not regularly meet in a classroom or a class laboratory and, thus
do not contribute to the hours of use of a room.
Page 74
Utilization Report Methodology (cont’d)
 Number of stations
– Query from SFDB
– Include all campuses physical capacity for classroom
and teaching laboratory, whether or not course
sections were scheduled in those rooms.
 Report utilization from 7 a.m. to 10 p.m. Monday through
Saturday
 Focus on main campus, permanent buildings only
Page 75
Available Utilization Reports
Available in Fall term:
 Summary reports by campus (LAO)
– All days
– Weekday Evening (Mon-Thu. After 4:00pm)
– Friday
– Weekend
 Detail reports by each facility
 Detail reports by each space in a facility
 APDB Query Report:
http://peterson.calstate.edu:8080/Hyperion/browse/login
Page 76
Planning Tools
 SUAM and Space Standard
 Academic Master Plan
 CPDC 1-2 (Summary of Capacity)
 Lab Lab Book (Lab Enrollment vs. Lab Capacity)
 ASF per FTE Model
 Utilization Report
Page 77
COBCP Forms
Page 78
Selected COBCP Forms
CPDC 1-1
Five Year Improvement Program, State or Nonstate Funded
CPDC 1-2
Summary of Campus Capacity
CPDC 1-3
Project Summary Worksheet, State Funded
CPDC 1-4
Project Description, State Funded
CPDC 2-1
Full-Time Equivalent Enrollment Distribution, State Funded
CPDC 2-2
Enrollment Distribution by Level and Category of Instruction,
State Funded
CPDC 2-3
Calculation of Space Requirement for Instructional Projects,
State Funded
CPDC 2-4
Summary of Space Requirement for a Building, State Funded
CPDC 2-7
Capital Outlay Estimate, State and Nonstate Funded
CPDC 3-1
Project Area Summary, State Funded
http://www.calstate.edu/cpdc/Facilities_Planning/forms.shtml
Page 79
CPDC 1-1
APDB
5-Year Improvement Program
MYP
CPDC 1-3
CPDC 1-2
Project Summary Worksheet
Summary of Campus Capacity
SFDB
CPDC 1-4
Project Description
CPDC 2-4
Summary of
Space
Requirements
CPDC 1-2
Summary of Campus Capacity
CPDC 1-3
Project Summary Worksheet
CPDC 1-4
APDB
MYP
CPDC 2-1
CPDC 2-2
CPDC 2-3
CPDC 2-4
Project Description
Enrollment
Distribution
Enrollment
Distribution
by Lvl & Cat
Space Req.
for Ins. Pro.
Summary of
Space
Requirement
CPDC 2-7
Capital Outlay Estimate
CPDC 2-23
Group II Equip. List
CPDC 3-1
Project Area Summary
Page 80
Case Study:
SFDB, APDB and Capital Planning
 2008/09 COBCP
San Bernardino Performing Arts Little Theatre
Addition, Phase I and Phase II
Addition/Renovation
(Case Study Hand out)
Page 81
Project Scope
 Action Year - Phase 1, Performing Arts Little Theatre Addition
This project will construct 37,821 ASF / 70,030 GSF including a 500seat little theatre with main stage and support spaces, 6 faculty
offices, interdisciplinary lecture classrooms consisting of a 290-seat
lecture classroom (676 FTE) and two 60-seat lecture classrooms
(280 FTE), a dance studio (13 LD FTE), and music teaching labs
spaces (7 LD FTE).
 Out Years - Phase II, Performing Arts Addition and Renovation
This project will construct 20,925 ASF / 34,733 GSF including
interdisciplinary lecture space (1,026 FTE), faculty and administrative
offices, music and theatre arts teaching lab spaces (27 FTE UD
teaching lab), auxiliary stage support space, theatre arts support
space and renovate 28,454 ASF of the existing facility including
faculty offices, music rehearsal space, theatre arts spaces, including
areas affected by seismic retrofit.
Page 82
Identify Space Need
 Academic Plan: Capital outlay planning is driven by
academic planning. By evaluating existing space and
facilities, campus needs more spaces to support the new
MA Music (Fall 2007) and MA Theatre Arts (Fall 2006)
programs.
 1-2: deficit in Lecture, LD lab, faculty office
 ASF per FTE model: deficit in Lab (F&A arts), Lecture
 Lab: deficit in LD lab in Music (10051), Drama(10071) and
Dance(10081)
 Utilization: lecture room, deficit in large lecture room(>100
seats)
 SUAM section 9070: Little Theatre Entitlement
(enrollment>5000FTES)
Page 83
COBCP Forms
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CPDC 2-1
CPDC 2-2
CPDC 2-3
CPDC 2-4 & summary
CPDC 1-2
Lab Lab book
CPDC 2-7
CPDC 1-3
CPDC 1-1
CPDC 1-4
Page 84
OUTPUTS
1- 4 2 - 7
1-1, 1-2, 1-3,
2-3, 2-4, 2-6, 2-23
COST ESTIMATE
PROCESSES
DETERMINE DELIVERY METHOD
SUMMARIZE OBJECTIVES
FEASIBILITY STUDY
NEW
ASF/GSF
Cost Guide
Donor funding
Design Contingency
OPTIONS
Alternatives
Sustainability
RENOVATE
Maintenance costs
Pacific Partners
Academic direction
Surge space
YRO Status
MYP, CPDC 1-2,
SFDB / APDB
ASF per FTE Model,
Lab/Lab,
Utilization
INPUTS
DEFINE PROJECT INTENT - CAMPUS NEED
Page 85
Resource
 SFDB Tables
 SFDB Standard Reports
 SFDB Website
 Hyperion Website
 SFDB User Manual
Page 86
Tables (View Only)
Main Tables
Resource Tables
Page 87
Reports
Page 88
Hyperion Website
http://peterson.calstate.edu:8080/Hyperion/browse/login
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Pre-defined Report Query
– APDB
– Facility
– Space Master
– Edit Screen
– Before and After Analysis Summary (must process the BA
report in the SFDB first)
– Proposed space file (must process the BA report in the
SFDB first)
Refresh query report to get the latest data
Save in excel format of pdf format
Page 89
Space Management Website
http://www.calstate.edu/CPDC/Facilities_Planning/Space_Mgmt/index.shtml
Page 90
Space Management Website - Great
Source of Space Management
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Quick link to the web-based SFDB
Reports
Call Letters
Forms
Resource Documents
Contact us
Page 91
SFDB User Manual
 Available on the space management website:
http://www.calstate.edu/CPDC/Facilities%5FPlanning/Space%5FMgmt/Reso
urce%5FDocuments/
Page 92
Questions and Answers
Page 93
Hong Lin
Theresa Tsik
hlin@calstate.edu
ttsik@calstate.edu
562-951-4109
562-951-4159
Page 94
www.calstate.edu