Appendix J

9/18/18

SENATE COMMITTEE ON UNIVERSITY PLANNING

2017-2018 Campus Planning and Capital Construction

(Informational)

Dr. William Sitzabee, Associate Vice President for Facilities Management and Planning, will present the Master Planning Process and the current Capital Plan.

SENATE COMMITTEE ON UNIVERSITY PLANNING 2017-2018

  • Richard Bundy III
  • Kevin Cockroft
  • Ann Douds
  • David Gray
  • Lisa Grigley
  • Nicholas Jones
  • David Lieb
  • Hector Lopez
  • Sinfree Makoni
  • Frantisek Marko
  • Mary Lou Ortiz
  • Padma Patil
  • Laura Pauley, Chair
  • Nicholas Pearson
  • Thomas Sarabok
  • Steinn Sigurdsson, Vice-Chair
  • William Sitzabee
  • Charles Specht
  • Mary Vollero
  • Ming Wang
  • Robert Zambanini

Slide 1: Dr. William Sitzabee, Associate Vice President for Facilities Management and Planning, will present the Master Planning Process and the current Capital Plan. (All text slide)


Slide 2: Campus Planning & Capital Construction, William Sitzabee PhD, PE; University Planning Committee of Faculty Senate, March 2018 (All text slide)


Slide 3.  The 1937 Klauder Master Plan for University Park established campus planning principles, design guidelines, and organization for the core of campus.September 18, 2018 Agenda, Appendix J, Slide 3


Slide 4: Guiding Principles for Campus Planning: Land Use and Spatial Organization; Campus Character; Vibrant and Student Centered Campus; Sustainable Campus; Multi-Modal Transportation, Circulation, and Parking; Community Integration (All text slide)


Slide 5: Land use and spatial organization. Master plans set the framework for campus and pending capital projects.September 18, 2018 Agenda, Appendix J, Slide 5


Slide 6: Campus Character. The campus character should foster a welcoming environment for students, faculty, staff, and visitors.

September 18, 2018 Agenda, Appendix J, Slide 6


Slide 7: Vibrant and student centered campus. We promote the aesthetic appeal, and functionality of the campus environment with every investment in facilities and grounds.

September 18, 2018 Agenda, Appendix J, Slide 7


Slide 8: Sustainable Campus. To help meet sustainability goals, we are investing in solar and other alternatives, carefully implementing modifications to existing buildings and systems, and developing informed designs that balance building needs with energy impact.

September 18, 2018 Agenda, Appendix J, Slide 8


Slide 9: Multi-modal transportation, circulation, and parking. An important aspect of our campus planning is the continual effort to improve campus circulation with true multi-modal approaches, all while maintaining safe movements.

September 18, 2018 Agenda, Appendix J, Slide 9


Slide 10: Community integration. Campuses are developed and function with consideration for regional goals and local impact.

September 18, 2018 Agenda, Appendix J, Slide 10


Slide 11: Campus Master Planning. Master plans are living documents that illustrate long-term opportunities for campus development.

September 18, 2018 Agenda, Appendix J, Slide 11


Slide 12: Current Capital Plan (All text slide-Section)


Slide 13: Five-Year plan summary. The majority of the $3.3 billion plan was focused on capital renewal of existing facilities, and this focus continues.  By the close of this capital plan, we expect to have completed approximately 800 projects.

September 18, 2018 Agenda, Appendix J, Slide 13


Slide 14: Capital Plan FY 2018/2019 – FY 2022/2023 (All text slide – Section)


Slide 15: Strategic Philosophy of the University Capital Plan. The basic strategic philosophy of this capital plan has several key elements.  A heavy focus on addressing our significant backlog of deferred maintenance is the most significant. (All text slide)

  • Ratio of ‘Keep Up’ plus ‘Catch Up’ versus New Buildings and Additions (67/33)
  • Ratio of System Renewal versus Whole-Building Renewal Projects (25/75)
  • Balance of University Park and Commonwealth Campuses Spending (70/30)
  • For New Building/Addition Projects and Whole-Building Renewal Projects, focus on:
    • Strong programs where investments are needed to maintain or regain prominence
    • Programs or campuses with strategic importance
  • For System Renewal, focus on correcting worst conditions
  • Balance overall allocation of Education and General capital resources – extend life of facilities
  • Begin University Capital Plan with a 10% to 15% contingency

Slide 16.  Overview of the University Capital Plan. The capital commitment overall has been approved at $4.78 billion. (All text slide)

Fiscal Year 2018-2019 to Fiscal Year 2022-2023

  • $4.7B Overall University Capital Plan Obligations
  • $2.2B Debt Authorization
    • Will place downward pressure on the University’s credit rating
  • $2.1B for Education and General
  • $1.4B for Penn State Health and the College of Medicine
    • New construction enables clinical, research, and educational growth
  • $1.2B for Self-Supporting Units
    • $662M for Auxiliary and Business Services
    • $340M for Intercollegiate Athletics
    • $156M for the Applied Research Laboratory

Slide 17: Why? Probably the most pressing consideration on the decisions to invest was the aging of our facilities. (All text slide – Section)


Slide 18: Campus Renovation Age Profile. 65% of University Park facilities are greater than 25 years old.  The commonwealth campuses fare a little better, but still with 55% of facility square footage over 25 years old.

September 18, 2018 Agenda, Appendix J, Slide 18


Slide 19: What’s Included?  A backlog of $1.6B compared to a physical plant valued at about $7.4B in replacement value illustrates the profile of our building conditions.   This greater than 20% leveraging puts us at a risk – and needs to be addressed.  Priorities are determined based on deferred maintenance + functional obsolescence + program impact and other considerations.

September 18, 2018 Agenda, Appendix J, Slide 19


Slide 20: Looking Forward (All text slide – Section)


Slide 21: Major Considerations. Core densification; addressing the worst buildings first; College of Engineering; Intercollegiate Athletics Master Plan

September 18, 2018 Agenda, Appendix J, Slide 21


Slide 22: Priority Facilities. With the previous capital plan we completed over 800 projects with a $3.3B capital investment.  With the larger investment in this capital plan, we can expect to have as many or more projects.

September 18, 2018 Agenda, Appendix J, Slide 22


Slide 23: Additional Information on the Website.  Links to the current construction status, the current capital plan, and the University Park Master Plan.  The Office of Physical Plant hopes to meet the strategic demands of the University with efficiency and cost-consciousness. (All text slide)

Construction Project Status (http://www.opp.psu.edu/planning-construction/projects)

Current Capital Plan (http://www.opp.psu.edu/planning-construction/capital-plan)

University Park Master Plan (http://www.opp.psu.edu/planning-construction/master-plans/university-park-campus-master-plan)