CASA, PSI, and Utilization

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CASA, PSI, and Utilization

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

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Part IIntroduction
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This Mornings 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)

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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

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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

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General Purpose Classrooms
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Why are we here? Our story.

• 1999 -- 3 Factors-Contd
• 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.

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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.

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Part IIThe Big Picture

• Or at least what we think

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Calculating Space Needs
Station Utilization Report
Space Projections
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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

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PSI Fields Important to Utilization

• Building Abbreviation
• Room
• Line
• Status
• Stations
• Net Square Footage
• Space Type
• Chart of Account
• Time and Space (PRORATION)

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CASA Fields Important to Utilization

• Building
• Room
• Space Required Code
• Student Contact Hours (WSCOH)
• Total Enrollment
• Term
• Credit Type

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Part IIIReplicating Report P080D259-A

• What the !_at_ is that?

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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

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Station Utilization Report Methodology

• CASA

• PSI

Select courses
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)

Select Instructional Spaces
Exclude IFR Courses
StatusC Space Type 1001, 1100 or 1300
Calculate Weight
Calculate Adj Stations
of semester course meets (Term/15)
Calculate Adj WSCOH for course
Calculate WSCOH Goal
Students WSCOH Weight
Calculate Adj WSCOH for room
Sum Adj WSCOH for all courses room
Station Utilization Adj WSCOH / WSCOH Goal
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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 60/1,4161004

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Station Utilization Methodology(Continued)

• Things to watch out for
• Truncation
• Avg. Class Size and occupied (cant see where
  used)

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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 rooms proration be changed?
• Report on utilization long before report comes
  from Central - Campus can re-evaluate space
  allocation decisions

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10 Year Class Lab Utilization
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Error Checking

• Maximum Occupancy
• Number of Stations
• Design Capacity

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Part IVCampus Space Projections

• What the _at_ is that?

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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

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Existing vs. Calculated Space
From PSI
Calculated using FTE Utilization Data
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Space Factors
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Instructional Departmental Research Factors
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Sample FTE Data to Calculate IDR Space Need
Existing FTE Data
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Effect of FTE Increase on IDR Space Need
Increase Undergraduate FTE and Faculty FTE by 25
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Effect of FTE Increase on IDR Space Need
Summary
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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