1. CASA, PSI, and Utilization Michelle Ponczek Architectural Programmer Physical Facilities Peter J. Partell Acting Director Institutional Research Binghamton University February 1, 2001

2. Part I Introduction

3. This Morning’s Goals When you leave here you will: –Understand the relationship between Physical Space Inventory and CASA –Be able to replicate station utilization report for your campus (monitor station utilization on your campus) –Know methods to detect common errors in space reporting –Understand how station utilization folds into overall campus space projections - (how much space System Admin thinks you need)

4. How much do you know? Who has seen the Utilization Reports Who has actually acted upon the data What department is responsible for PSI and do you have regular contact with them How long have you been working on CASA

5. Why are we here? Our story. 1999 -- 3 Factors –1) Newly constructed academic buildings with instructional space and Technology Infrastructure project. Construction Fund said we did not justify additional classrooms - they wanted us to take existing classrooms off-line -- convert to other usage

6. General Purpose Classrooms

7. Why are we here? Our story. 1999 -- 3 Factors-Cont’d –2) New PSI person sent utilization report to CASA coordinator. Report showed poor class lab utilization. This contradicted space crisis at Binghamton –3) Campus Capital Plan initiation IR and PF told to work together to figure out why reports did not reflect space realities.

8. Why are we here? Our story. This contradicted perception of space crisis at Binghamton -- not enough instructional space IR and PF told to work together to figure out why reports did not reflect space realities.

9. Part II The “Big Picture” Or at least what we think

10. Calculating Space Needs Space Projections Station Utilization Report Classroom Table Course File PSI AA101 ACAD-A 0101 Course File PSI AA101 ACAD-A 0101

11. Some of the Uses of the Physical Space Inventory Justification for new construction Justification for rehabs Justification for conversions Maintenance staff benchmarking Academic Equipment Replacement Distribution Utilization of Space - PSI and CASA (P080D259-A) Space Projections Outside agency reporting Local campus use

12. PSI Fields Important to Utilization Building Abbreviation Room # Line # Status # Stations Net Square Footage Space Type Chart of Account % Time and % Space (PRORATION)

13. CASA Fields Important to Utilization Building Room Space Required Code Student Contact Hours (WSCOH) Total Enrollment Term Credit Type

14. Part III Replicating Report P080D259-A What the #$!@*& is that?

15. Station Utilization Report Methodology PSI used to determine goal for instructional spaces –Class rooms (Space Type = 1001) –Lecture Halls (Space Type = 1100) –Class Laboratories (Space Type = 1300) CASA used to determine usage of each instructional space –Weekly student contact hours in each room

16. Used to calculate station goal (WSCOH Goal) for instructional space types Classroom (1001) Lecture Halls (1100) Class Labs (1300) Used to determine usage Weekly student contact hours in each room (Adj WSCOH) Station Utilization Report Methodology CASAPSI Select courses Calculate Weight Select Instructional Spaces Status=“C” Space Type = 1001, 1100 or 1300 % of semester course meets (Term/15) Exclude IFR Courses Calculate Adj WSCOH for course # Students * WSCOH *Weight Calculate Adj WSCOH for room Sum Adj WSCOH for all courses room Calculate Adj # Stations Proration ((% Time * % Space)/10,000) Proration * # Stations Calculate WSCOH Goal Adj # Stations * Station Goal 28.32 Classrooms / Lecture Halls 22.66 Class Labs Station Utilization = Adj WSCOH / WSCOH Goal

17. Station Utilization Example –Course A has 100 students that meets 50 minutes per day three days each week for 3 weeks of a 15 week semester. Weekly Student Contact Hours = 3.0 Weight = 3/15 weeks =.20 Adjusted WSCH = (3.0 x.20) X 100 students = 60 Sum Adj.WSCH of each section to get total for each room –Course A meets in a room that in PSI is coded as having 2 uses classroom and conference room. The space type 1001 is shown to be used 50 % time with 100 stations –Course A is the only course that meets in the room –Station Goal =.5 * 100 Sta. * 28.32 =1,416 –Station Utilization = 60/1,416*100=4%

18. Station Utilization Methodology (Continued) Things to watch out for: –Truncation –Avg. Class Size and % occupied (can’t see where used)

19. Station Utilization Program Uses Guage station utilization prior to submitting CASA to System Administration - lower dependence Highlight mismatches between PSI and Course Information - rooms not on PSI Highlight miscoded space types - rooms with no utilization –Do they have the correct space type? –Is there instruction taking place in the room that is not reflected on CASA? Highlight rooms with low utilization –Is the # of stations reported correctly? –Should the room’s proration be changed? Report on utilization long before report comes from Central - Campus can re-evaluate space allocation decisions

20. 10 Year Class Lab Utilization

21. Error Checking Maximum Occupancy Number of Stations Design Capacity

22. Part IV Campus Space Projections What the #@$%^&# is that?

23. Space Projections 14 Functional Categories of Space PSI for existing / FTE data for projections Utilization percentages applied against Classroom, Lecture Hall and Class Lab calculated space need

24. Existing vs. Calculated Space From PSI Calculated using FTE & Utilization Data

25. Space Factors

26. Instructional & Departmental Research Factors

27. Sample FTE Data to Calculate I&DR Space Need Existing FTE Data

28. Effect of FTE Increase on I&DR Space Need Increase Undergraduate FTE and Faculty FTE by 25%

29. Effect of FTE Increase on I&DR Space Need Summary

30. Bibliography CASA Manual PSI Manual PSI Re-Calibration Procedure (Jan. 1991) Utilization of Campus Instructional Facilities (Revised Nov. 1983) Space Projection Criteria for Capital and Long Range Facilities Planning Purposes