MULTIPLE CAMPUS MASTER PLAN

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MULTIPLE CAMPUS MASTER PLAN

LEADERS John Barrett Dave Morlock

GOALS Put together a team & process to develop a University Facilities Master Plan that aligns with the

University’s mission of being a nationally prominent public metropolitan research university. Identify consultants to help develop the plan to better utilize space, with end goal of reducing

space footprint by at least 15% Gather room/space/building utilization data to inform decisions

SUBTASKS Consider changes since last BOT approved Master Plan, involving all of UT’s campuses Develop student housing strategy Prepare plan for athletics space needs and its use of space at the Scott Park Campus Develop Multiple Campus Master Parking Plan

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MULTIPLE CAMPUS MASTER PLAN

HISTORY  University of Toledo Long Range Facilities Master Plan March 2005 MUO 5yr Tactical Ambulatory Space Plan October 2005 MUO 5yr Tactical Laboratory & Core Lab Space Plan March 2006 Last Facilities Condition Analysis completed in March 2012

STEPS IN THE PROCESS

1. Internal strategy/goals meetings

2. Issue RFQ for Master Planning Consultant

3. Update Facilities Condition Analysis

4. Shortlist/interview/select Master Planning Consultant

5. Conduct Master Planning Initiative

6. Initiate work on Master Plan Implementation

TOTAL PROCESS EXPECTED

TO LAST 18 TO 24 MONTHS

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STEP 1: INTERNAL STRATEGY/GOALS

Determination on how inclusive the process should be.o Top-down vs. Bottom-upo Internal vs. External stakeholders

Formalize assumptions guiding master plan

Follow-up discussions (with President Nagi/John Barrett/Dave Morlock prior to issuing RFQ)

Review/update SLT

Present to Board of Trustees Officers

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ASSUMPTIONS GUIDING MASTER PLAN

1. Assume planning is comprehensive (all campuses, academic, clinical, research, student life, athletics).

2. Assume planning horizon is 10 years.

3. Assume plan must be flexible to accommodate UT staying agile in responding to dynamic higher education environment, challenging health care marketplace, and changing economic conditions (including reality of declining state support).

4. Assume increased space utilization (i.e. place higher priority on space utilization vs. preference on time/day for course offerings.)

5. Assume up to 15% reduction in space which represents 1.2M SF

6. Assume an average 2% enrollment increase annually for next 5-10yrs

7. Assume increasing percentage of credits will be earned via on-line or blended courses.

ASSUMPTIONS GUIDING MASTER PLAN (continued)

8. Assume no new construction that produces additional square footage (*unless funded thru grants, philanthropy or elsewhere)

9. Assume at least one Res Life facility will be closed and possibly demolished.

10. Assume UT remains in the Res Life business at least to the point where facilities need to be maintained.

11. Assume patient care activities continue at Health Science Campus to the point where facilities need to be maintained.

12. Assume on-campus parking plan will not include new elevated parking structures within the time frame of this plan.

13. Assume available funding will limit extent and schedule of capital projects UT will be able to undertake, so prioritization based on strategic impact will be important. 6

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STEP 2: ISSUE RFQ FOR MASTER PLANNING CONSULTANT

F&C develops draft RFQo Include description of process and those involved for providing input and those

who will be decision-makers.o Include basic campus datao Include planning assumptionso Include timeline for projecto Include scoring matrix for short-listing

D. Morlock and J. Barrett approve RFQ

F&C issues RFQ and responds to questions

F&C receive responses within 4 to 6 weeks of issuance of RFQ

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STEP 3: UPDATE FACILITIES CONDITION ANALYSIS

Engage Sightlines, LLC for…

o ROPA + (Return-On-Physical-Assets)

Operational EffectivenessAnnual StewardshipAsset ReinvestmentBenchmarking with peer institutions

o Building Portfolio Solutions - Identify facilities deferred maintenance and life-cycle needs

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STEP 4A: SHORTLIST MASTER PLANNING CONSULTANTS

Review RFQ responses in order to shortlist firms to interview – 3wkso F&C coordinates short-listing processo D. Morlock and J. Barrett review results and approve short-list (typically 3 firms)

Announce shortlisted firmso F&C sends additional info on UT to short-listed firms

Site plansSpace dataLatest facilities condition analysisADA survey (being completed for Main Campus)

Allow shortlisted firms to prepare for interviews – 2wks

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STEP 4B: INTERVIEW/SELECT MASTER PLANNING CONSULTANT

Interview shortlisted firmso Interview Team

D. Morlock or designee(s)J.  Barrett or designee(s)Matt Schroeder - UT FoundationJ. TothD. KlettN. Hogrefe

Select and negotiate contract with Master Planning Consultant

Hire Master Planning Consultant

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STEP 5: CONDUCT CAMPUS MASTER PLAN INITIATIVE

Expect 15 + months to complete. Duration depends on how inclusive the process is, coordination with academic calendar, and providing timely information to the consultant.

Activities during this time period:o Orientation/Goal Setting (1 mo)o Data Collection & Review (4-6 mo)

Space, Site, Infrastructureo Data Analysis/Target Space Needs (2-3 mo)o Alternate Master Plan Concepts (3-4 mo)o Recommended Master Plan Concept (2-3 mo)o Implementation Strategy (3-4 mo)

Sequencing, Scheduling, Funding

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STEP 5: CONDUCT CAMPUS MASTER PLAN INITIATIVE

Review/Gather Inputo UT Foundationo Faculty Senateo Graduate Councilo Student Governmento Working Groups

Academics (Office of Enrollment, Colleges, Deans)AthleticsClinicalFacilities IT ResearchStudent Life

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STEP 5: CONDUCT CAMPUS MASTER PLAN INITIATIVE (continued)

Decision Makerso BOTo Presidento SLTo CEO UTMC/Exec VP UT (D. Morlock)o Provost (J. Barrett)

Complete Final Master Plan for BOT Approval

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STEP 6: INITIATE WORK ON MASTER PLAN IMPLEMENTATION

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PARKING MASTER PLAN

Walker Parking Consultants hired in September 2014 to complete a campus wide parking study.

Walker Parking Consultants to provide final report prior by end of January 2015. Report to be organized into three major components as follows:o Parking Operations o Physical Parking Conditions & Future Expectationso Privatization of Parking (P3 Model or Public Private Partnership)

Phase 1 Operational Implementation Plan ($0 capital expenditure)o Current Plan for dealing with Fall 2015 parking needs

Students in new Honors Academic Village to fall under current policy - Freshman to park at Scott Park Campus, Upper Classman in lots 25 & 26

Phase 2 Operational Implementation Plan (Capital expenditure will be required)oUT to consider defining a zoned parking plan with tiered payment options with plan

to implement by Fall 2016

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ESTIMATED COSTS FOR MASTER PLAN

Series of Engagements over 4 year period

Estimated cost for Master Planning Consultant $750K to $1M