Transcript CASA, PSI, and Utilization

CASA, PSI, and Utilization
Michelle Ponczek
Architectural Programmer
Physical Facilities
Peter J. Partell
Acting Director
Institutional Research
Binghamton University
February 1, 2001
Part I
Introduction
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)
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
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
General Purpose Classrooms
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.
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.
Part II
The “Big Picture”
Or at least what we think
Calculating Space Needs
Classroom
Table
Course File
AA101
PSI
ACAD-A 0101
Station Utilization Report
Space Projections
Some of the Uses of the
Physical Space Inventory
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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
PSI Fields Important to
Utilization
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Building Abbreviation
Room #
Line #
Status
# Stations
Net Square Footage
Space Type
Chart of Account
% Time and % Space (PRORATION)
CASA Fields Important to
Utilization
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Building
Room
Space Required Code
Student Contact Hours (WSCOH)
Total Enrollment
Term
Credit Type
Part III
Replicating Report P080D259-A
What the #$!@*& is that?
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
Station Utilization Report Methodology
CASA
to determine
Select Used
courses
usage
Exclude IFR Courses
•Weekly student
Calculate
Weight
contact
hours in each
room (Adj WSCOH)
% of semester course meets (Term/15)
Calculate Adj WSCOH for course
# Students * WSCOH *Weight
Calculate Adj WSCOH for room
PSI
Used
calculate Spaces
SelecttoInstructional
station goal (WSCOH
Status=“C”
Goal)Type
for=instructional
Space
Calculate
Adj
# Stations
1001,
or 1300
space1100
types
Classroom
(1001)
Proration
* # Stations
Lecture
Halls (1100)
Proration ((% Time * % Space)/10,000)
Calculate
WSCOH
Goal
Class Labs
(1300)
Adj # Stations * Station Goal
28.32 Classrooms / Lecture Halls
22.66 Class Labs
Sum Adj WSCOH for all courses room
Station Utilization = Adj WSCOH / WSCOH Goal
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.
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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%
Station Utilization
Methodology
(Continued)
• Things to watch out for:
– Truncation
– Avg. Class Size and % occupied (can’t see where used)
•
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
10 Year Class Lab Utilization
120
3,000
% Utilized
100
2,500
80
2,000
60
1,500
40
1,000
20
500
0
0
1989
1990
1991
1992
1993
1994
Year
1995
1996
1997
1998
1999
# Stations
% Utilized
# Stations
Error Checking
• Maximum Occupancy
• Number of Stations
• Design Capacity
Part IV
Campus Space Projections
What the #@$%^&# is that?
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
Existing vs. Calculated Space
Line
1991 Existing Space
(SF)
-1-
Space Type
1991 Calculated Space
(SF)
-2-
01
Inst/Dept Research
504,873
575,758
02
15
Organized Research
Public Service
Organized Activity
Instructional Resources
Electronic Data Processing
Library
Health & Physical Education
Student/Faculty Activity
Student Health Services
Assembly & Exhibition
General Administration
Central Services
Building Services
Subtotal Support
95,122
11,112
22,766
9,107
19,233
221,164
128,830
130,413
8,314
54,023
101,937
50,208
38,270
890,499
95,122
11,112
22,766
25,432
25,200
311,207
115,000
116,130
8,314
55,020
88,480
125,144
47,240
1,046,167
16
Total Academic Space
1,395,372
1,621,925
03
04
05
06
07
08
09
10
11
12
13
14
FTE's
From PSI
Calculated using FTE & Utilization Data
1991
Volumes
11,060
3,045,414
Space Factors
SUNY Space Calculations
Spec.
INSTR.
Facil.
SPACE OR, PS, OA
1
2
3
4
University Centers
1 TO 12000
12001 TO 20000
20001 TO 30000
25,432
29,002
32,572
Colleges of Arts
and Sciences
1 TO 4000
4001 TO 6000
6001 TO 12000
I.R.C.
5
E.D.P. LIBRARIES
6
7
ASSEMBLY
&
EXHIBIT
11
ADMIN.
12
CENTRAL
BLDG.
SERVICES SERVICES
13
14
115,000
186,000
282,000
10.5
NSF/
FTE
10,000
18,278
16,278
55,020
61,450
84,120
8
NSF/
FTE
4% OF
1-12
3% OF
1-12
10,370
14,178
19,550
5,310 STANDARD CALC.* 78,000
6,030 5.75 NSF FOR
120,000
6,780 SEATING
120,000
10.5
NSF/
FTE
6,000
7,000
8,000
36,130
36,130
40,770
8
NSF/
FTE
30,300
36,320
4% OF 1-12
3% OF
1-12
AG. AND TECH.
1 TO 3000
3001 TO 5000
5001 TO 10000
6,885
8,295
9,350
4,560 STANDARD CALC.* 44,168
5,310 5.00 NSF FOR
60,000
6,030 SEATING
104,000
10.5
NSF/
FTE
4,800
4,800
4,800
11,120
11,120
19,150
8
NSF/
FTE
22,080
23,920
25,920
3% OF
1-12
HEALTH
SCIENCE
CENTERS
1 TO 1000
1001 TO 2000
2001 TO 3000
3001 TO 4000
6,885
8,296
8,296
9,350
4,560
5,310 STANDARD CALC.*
5,310 6.25 NSF FOR
5,310 SEATING
20,000
20,000
50,000
50,000
10.5
NSF/
FTE
0
0
0
0
9,452
9,452
14,730
14,730
15
NSF/
FTE
40,000
40,000
50,000
50,000
3% OF
1-12
SPECIALIZED/
STATUTORY
1 TO 1000
1001 TO 2000
2001 TO 3000
3001 TO 5000
5001 TO 10000
2,970
5,940
5,940
8,296
9,350
5,310
5,310
5,310 STANDARD CALC.*
6,030 6.25 NSF FOR
6,780 SEATING
20,000
20,000
50,000
50,000
50,000
10.5
NSF/
FTE
4,800
4,800
4,800
4,800
4,800
9,452
9,452
9,452
14,730
14,730
8
NSF/
FTE
24,000
24,000
24,000
24,000
30,000
3% OF
1-12
*Standard Calculation
25,200 STANDARD CALC.
35,700 6.25 NSF FOR
49,080 SEATING
STUDENT STUDENT
H.P.E. ACTIVITIES HEALTH
8
9
10
1 TO 150,000 VOLUMES = .1 NSF/VOLUME
150,001 TO 300,000 VOLUMES = .09 NSF/VOLUME
300,001 TO 600,000 VOLUMES = .08 NSF/VOLUME
600,001 UP
= .07 NSF/VOLUME
ADMINISTRATION
=.25 x (SEATING + VOLUMES)
Instructional & Departmental
Research Factors
Department Name
Factor to be Used
Classroom/Lecture
Class Lab
UD
G1
G2
English,
General
9.5
9.5
7.5
7.5
Biology
9.2
6.72
1.8
1.8
42.06
20
12.3
12.3
Music
5.6
4.8
4.2
4.2
35
45.5
53.5
53.5
Mech
Engrg
5.4
7.5
2.3
2.3
70.98
36.97
73.28
1001 Classrooms
1050 Clrm Svc
1100 Lecture Hall
1250 Lecture Hall Svc
LD
UD
G1
Research
Individual Study Lab
LD
G2
LD
UD
G1
G2
G1
19.3
1300 Class Lab
1350 Class Lab Svc
1301 Spec Class Lab
1351 Spec Class Lab Svc
1305 Remote Inst Lab
1315 Remote Inst Lab Svc
1306 Ind Proj Lab
1316 Ind Proj Lab Svc
50.38
43.28
20.61
1302 Ind Std Lb (Prac)
1304 Ind Std Lb (Prac) Svc
1303 Ind Std Lb (Wet)
1314 Ind Std Lb (Wet) Svc
1304 Ind Std Lb (Dry)
1312 Ind Std Lb (Dry) Svc
20.64
G2
G2H
FAC
38.16
30
Faculty
General
Office
Use %
160
1
150.57
278.1
180
160
14
39
78
72
160
5
100.08
326.25
180
160
10
1500 Field/Tec Fac
1501 Clinic Non-M ed
1551 Clinic Svc
1510 Greenhouse
1515 Greenhouse Svc
1570 Animal Qtrs
1575 Animal Qtrs Svc
2001 Research Fac
2150 Research Svc
3600 Tech Office
3700 Research Office
3001 Faculty Office
3100 Faculty Studio Office
3200 Faculty Lab Office
3300 Secretarial Office
3450 Faculty Office Svc
3460 Dept Conf Rm
3465 Dept Conf Rm Svc
3500 Teaching Assistant Office
1352 Dept Gen Stor
1353 Spec Srvcs
Sample FTE Data to Calculate I&DR Space Need
Existing FTE Data
Classroom/Lecture
English,
General
FT E
LD
UD
G1
G2
9.5
9.5
7.5
7.5
558.4 250.1 30.58
SF Need
5305
2376 229.4
Biology
9.2
6.72
FT E
1.8
319.5 339.3 21.33
G2H FAC
114
132
855
39.5
71.1
Music
5.6
4.8
4.2
4.2
197.9
49
21.17
0
Mech
Engrg
5.4
FT E
SF Need
0
7.5
2.3
UD
G1
G2
0
558.4 250.1 30.58
0
0
42.06
2280 38.39
1108 235.2 88.91
46.3
1.8
2939
SF Need
LD
Individual Study Lab
G2H FAC
LD
UD
G1
G2
Research
G2H FAC
LD
UD
G1
Faculty Office General Use
G2
G2H FAC
19.3
SF Need
FT E
Class Lab
48
0
32.1 319.5 339.3 21.33
39.5
55.13 11.58 30.25
6787 262.4 485.9
49
21.17
0
6928
2230
1133
71
37
73.3
0
0 13.05
0
0
0
0
2038 848.6
0
0
32.1 319.5 339.3 21.33
0
46.3
0
0
558.4 250.1 30.58
0
0
114
0 590.2
0
0
0
39.5
0
0
32.1 319.5 339.3 21.33
0
0
0
0
50.4 43.3 20.6 20.6
0
17.24 197.9
0
0
114
0
0
0
9972
49
21.17
2121 436.3
17.24 197.9
0
39.5
0
39
0
0
49
21.17
13.05
0
0
0
55.13 11.58 30.25
0
0
0
0
0
0
160
46.3
1389
180
1
7408
160
93.87194
14
32.1
32.1
5778
5136 4913.63254
72
17.24
0
13.05
0
0
78
160
5
17.24
2758.4 1278.83961
100
0
0
278.1
3212
30
46.3
150.6
55.13 11.58 30.25
0
558.4 250.1 30.58
0
45.5 53.5 53.5
0 17.24 197.9
2.3
0 413.5 26.63 69.58
0
12.3
0 13437
20
0
46.3
12.3
35
0
0
114
38.16
%
0
55.13 11.58 30.25
326
180
13.05
160
10
13.05
2088
497.47385
Effect of FTE Increase on I&DR Space Need
Increase Undergraduate FTE and Faculty FTE by 25%
Department Name
Factor to be Used
Classroom/Lecture
LD
UD
G1
G2
English,
General
9.5
9.5
7.5
7.5
FT E
698
312.7 30.58
SF Need
6631
2970 229.4
Biology
9.2
6.72
FT E
1.8
399.3 424.2 21.33
G2H FAC
114
132
855
39.5
71.1
Music
5.6
4.8
4.2
Mech
Engrg
FTE
SF Need
247.4 61.25 21.17
1386
294 88.91
5.4
0
7.5
2.3
UD
0
698
G1
G2
0
312.7 30.58
0
42.06
2850 38.39
SF Need
57.9
1.8
3674
FTE
LD
Individual Study Lab
G2H FAC
LD
UD
G1
G2
Research
G2H FAC
LD
UD
G1
Faculty Office General Use
G2
G2H FAC
19.3
SF Need
4.2
Class Lab
20
0
12.3
48 40.13 399.3 424.2 21.33
0
0 16796
35
0
0
0
2.3
68.91 11.58 30.25
0 516.8 26.63 69.58
0 16.31
0
0
132
0
57.9
0
0
2787
1133
71
37
73.3
0
0
312.7 30.58
0
0
114
0
132
0
57.9
0
698
0
312.7 30.58
0
39.5
0
48 40.13 399.3 424.2 21.33
0
0
0
0
68.91 11.58 30.25
2548 848.6
0
39.5
0
0
0 590.2
48 40.13 399.3 424.2 21.33
0
0
0
50.4 43.3 20.6 20.6
0 21.55 247.4 61.25 21.17
0
114
0
150.6
45.5 53.5 53.5
8659
698
12.3
8483 262.4 485.9
0 21.55 247.4 61.25 21.17
0
114
0
0 12465
2651 436.3
0
0
39.5
0
0
0
0
68.91 11.58 30.25
0
0
0
5037
1737
0
180
48 40.13
7223
72
0 21.55
0
0 16.31
0
57.9
78
0
160
57.9
9264
160
1
166.28314
14
40.13
6420.8 7872.51533
160
5
21.55
3448 1578.93815
100
0 16.31
132
0 13349
39
0
30
278.1
3212
0 21.55 247.4 61.25 21.17
0
38.16
%
0
68.91 11.58 30.25
326
180
0 16.31
160
10
16.31
2609.6 600.587753
Effect of FTE Increase on I&DR Space Need
Summary
SF Needed
based on
Existing FT E
Data
SF Needed
with 25% UG
& Faculty
FT E Increase
English
18,246.45
27,480.24
Biology
45,339.92
70,738.54
Music
28,704.50
34,926.13
5,981.90
7,219.52
98,272.77
140,364.42
Mech Engr
Total
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