1. Closing the Gaps: Facilities Development and Planning Systems Texas Higher Education Coordinating Board February 26, 2004

2. TAIR Conference February 26, 2004 Organization Assistant Commissioner Finance, Campus Planning, and Research Deborah L. Greene Director Campus Planning Nancy Ellen Soteriou Program Director Roberta Rincon Program Director Keith Wildes Administrative Technician Torca Bunton

3. TAIR Conference February 26, 2004 Closing the Gaps by 2015 Participation Add 500,000 more students Success Increase by 50% the number of identifiable student successes from high quality programs

4. TAIR Conference February 26, 2004 Closing the Gaps by 2015, cont. Excellence Increase the number of nationally recognized programs or services Research Increase the level of federal science and engineering research funding by 50% to $1.3 billion

5. TAIR Conference February 26, 2004 We must be good stewards of the states - and the students – resources Develop and maintain facilities that: Promote the campus mission of instruction, research and service Are attractive to students, faculty, and the community Operate in an efficient and effective manner Closing the Gaps by 2015, cont.

6. TAIR Conference February 26, 2004 Statutory Requirements Chapter 61 of the Education Code Formulas for Space Utilization Facilities Standards Facilities Planning Project Approvals New Construction Repair and Renovation Property Audit of Facilities

7. TAIR Conference February 26, 2004 Campus Planning Responsibilities Review and evaluate project applications Support the Committee on Campus Planning and the Board Develop and maintain Board rules related to facilities Shared oversight of Office of Civil Rights Priority Plan regarding Texas Southern University and Prairie View A&M University

8. TAIR Conference February 26, 2004 Campus Planning Responsibilities, cont. Review, evaluate, and report Master Plans (MP1) Deferred Maintenance (MP 2-3-4) Classroom and Class Lab Utilization Facilities Inventory System Space Projection Model Higher Education Assistance Fund (HEAF) Tuition Revenue Bond Projects

9. TAIR Conference February 26, 2004 Master Plans MP 1 Planned construction, renovation, information resources, and land acquisitions planned for the next 5 years MP 2-3 Deferred maintenance needs and a schedule to address them MP 4 Actual expenditures on accumulated deferred maintenance for the previous fiscal year

10. TAIR Conference February 26, 2004 Master Plans, cont.

11. TAIR Conference February 26, 2004 MP 1 Consolidated with the Bond Review Boards Capital Expenditure Plan Presented to the Committee on Campus Planning in September Projects submitted for approval must be included on the MP1 unless the institutions could not reasonably have foreseen the project need

12. TAIR Conference February 26, 2004 MP 2-3: Deferred Maintenance Accumulated deferred maintenance projects from prior years not included in the maintenance program priority status was perceived to be lower than those funded within the budget Critical deferred maintenance place facilities, occupants, or mission at risk

13. TAIR Conference February 26, 2004 Replacement Value Question: How much would it cost to replace an institutions E&G space? Methodology considers a buildings FUNCTION rather than its actual construction cost Calculated annually Uses facilities inventory Uses historical construction costs Used to determine deferred maintenance to replacement value ratio

14. TAIR Conference February 26, 2004 DM/RV Ratio This ratio only includes reported deferred maintenance on E&G facilities Used to evaluate project applications Coordinating Board standard: DM/RV < 5% Deferred Maintenance Replacement Value

15. TAIR Conference February 26, 2004 Room Utilization Not calculated for health-related institutions Calculated for classrooms (RT 110) and class laboratories (RT 210) Utilization = Duration ÷ Number of rooms Duration is the number of 50-minute hours of scheduled class time, as reported in an institutions certified CBM 005 report Room counts are pulled from the facilities inventory RT = Room Type

16. TAIR Conference February 26, 2004 Room Utilization, cont. Coordinating Board standards 38 hours per week for classrooms 25 hours per week for class laboratories

17. TAIR Conference February 26, 2004 Facilities Inventory System Updated and maintained by the institutions Used to predict space need, calculate utilization, and evaluate projects Currently updating systems to move from mainframe to server easier to maintain on-line updates

18. TAIR Conference February 26, 2004 Building Inventory Data Elements Three General Areas for Data Collection Identification Building Codes Building Size and Cost Data

19. TAIR Conference February 26, 2004 Part A - Building Inventory

20. TAIR Conference February 26, 2004 Room Inventory Data Elements Four General Areas for Data Collection Identification Function Codes The room inventory structure separates a specific Room Type, usage and program area. Pro-rations of Use A room can be reported with up to three use/program areas. Room Type cannot be prorated. Room Size

21. TAIR Conference February 26, 2004 Part B - Room Inventory

22. TAIR Conference February 26, 2004 Part C – CIP Report

23. TAIR Conference February 26, 2004 Part D – Campus-Wide Summary

24. TAIR Conference February 26, 2004 Part E – Space by Room Type

25. TAIR Conference February 26, 2004 Part F - Room Inventory

26. TAIR Conference February 26, 2004 Facilities Inventory System, cont.

27. TAIR Conference February 26, 2004 Project Application System New Construction Renovation Auxiliary Gifts, Purchase, or Real Estate Lease of Real Property Tuition Revenue Bonds

28. TAIR Conference February 26, 2004 Project Application System, cont.

29. TAIR Conference February 26, 2004 Project Application System, cont.

30. TAIR Conference February 26, 2004 Project Application System, cont. Each institution has a FICE code and Password to enter the system Only certain individuals have the password to submit the application If you belong to a system, the system will usually review the application and submit it

31. TAIR Conference February 26, 2004 Process Overview

32. TAIR Conference February 26, 2004 Space Projection Model Board Review Consideration of proposals for facilities projects Resource Allocation Infrastructure Formula Funds Higher Education Assistance Fund Tuition Revenue Bonds Project Evaluations

33. TAIR Conference February 26, 2004 Space Projection Model, cont. Five Factor Model Predicts need for education and general space Does not include auxiliary space

34. TAIR Conference February 26, 2004 Space Projection Model, cont. Universities & Technical Colleges Health-related Institutions Teaching spaceXX Library spaceX Clinical spaceX Research spaceXX Office spaceXX Support spaceXX

35. TAIR Conference February 26, 2004 Evaluation of Projects Submitted to Office of Campus Planning Briefing Sheet prepared based on information in application Evaluated against Board standards Presented to Commissioner or Committee on Campus Planning May be referred to Board

36. TAIR Conference February 26, 2004 Board Consideration Board Standards Merit of the Project Staff Recommendations

37. TAIR Conference February 26, 2004 Project Tracking Coordinating Board is required by statute to track project status Institutions are required to report the status of an approved project to the CB on an annual basis The Project Application System will be modified to incorporate project tracking Project status will be collected until the project is included in the institutions facilities inventory

38. TAIR Conference February 26, 2004 How to Contact Us CampusPlanning@thecb.state.tx.us http://www.thecb.state.tx.us/ CampusPlanning/ 512-427-6110