Space Projection Model for Public Universities, Technical ...



SPACE PROJECTION MODEL

FOR PUBLIC UNIVERSITIES,

TECHNICAL COLLEGES,

AND THE LAMAR STATE COLLEGES

Texas Higher Education Coordinating Board

Division of Finance, Campus Planning and Research

August 2000

Texas Higher Education Coordinating Board

Pamela P. Willeford (Chair) Austin

Martin Basaldua, M.D. (Vice Chair) Kingwood

Jodie L. Jiles (Secretary) Houston

William C. Atkinson Bryan

Dolores Hutto Carruth, M.D. Irving

Ricardo G. Cigarroa, M.D. Laredo

Kevin Eltife Tyler

Raul B. Fernandez San Antonio

Robert I. Fernandez Fort Worth

Cathy Obriotti Green San Antonio

Gerry Griffin Hunt

Carey Hobbs Waco

Steve Late Odessa

Adair Margo El Paso

Leonard Rauch Houston

Hector de J. Ruiz, Ph.D Austin

Robert W. Shepard Harlingen

Terdema L. Ussery II Dallas

Coordinating Board Mission

The mission of the Texas Higher Education Coordinating Board is to provide the Legislature advice and comprehensive planning capability for higher education, to coordinate the effective delivery of higher education, to efficiently administer assigned statewide programs, and to advance higher education for the people of Texas.

THECB Strategic Plan

Coordinating Board Philosophy

The Texas Higher Education Coordinating Board will promote access to quality higher education across the state with the conviction that access without quality is mediocrity and that quality without access is unacceptable. The Board will be open, ethical, responsive, and committed to public service. The Board will approach its work with a sense of purpose and responsibility to the people of Texas and is committed to the best use of public monies.

THECB Strategic Plan

Table of Contents

Page

Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Academic Five-Factor Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Factor 1 - Teaching Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Factor 2 - Library Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Factor 3 - Research Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Factor 4 - Office Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Factor 5 - Support Space . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Appendices

Appendix A - Relationships between Coordinating Board Room Types and

Space Projection Model Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-1

Appendix B - Data Sources by Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1

Appendix C - Example of Calculations for University of Houston . . . . . . . . . . . C-1

Appendix D - Total Predicted Space by Factor . . . . . . . . . . . . . . . . . . . . . . . . D-1

Appendix E - File Explanations and Modeling . . . . . . . . . . . . . . . . . . . . . . . . . .E-1

Appendix F - University Academic and Occupationally Specific Programs . . . .F-1

Appendix G - Texas State Technical Colleges and Lamar State Colleges . . . G-1

Academic and Vocational Specific Programs

i

Foreword

In October 1992, the Texas Higher Education Coordinating Board approved the Space Projection Model for Higher Education Institutions in Texas for public universities, technical colleges, and the Lamar centers. The model predicts the net assignable square feet (NASF) of educational and general (E&G) space an institution needs in five categories: teaching, library, research, office, and support space.

The Board uses the model as part of its review process in the consideration of facilities projects that would generate new space. In 1997, the Legislature incorporated the model into the funding formulas for general academic institutions. It is also incorporated into the legislative Higher Education Assistance Fund allocation formula.

Because of its importance, the Commissioner of Higher Education appointed an advisory committee to review the model and report findings and recommendations. The Board approved changes to the model in July 1998. In September 1999, the Commissioner requested the University Formula Advisory Committee to include the model in its review of the infrastructure formula. The Committee recommended a change to the Library Factor that was adopted by the Board in April 2000. This document describes the model reflecting the Board’s actions.

Academic Five-Factor Model

The five-factor academic space projection model predicts the educational and general (E&G) space required for a public university, technical college or state college to fulfill its mission of teaching, research, and public service. Auxiliary space, such as dormitories, bookstores, intercollegiate athletics, or other auxiliary enterprises, is not included.

The base unit of the model’s factors is room type.[1] Only E&G space receives appropriations for maintenance and operations, and it is the only space predicted by this model. Room types are grouped into the five space categories in the model and are associated with the specific data that drive each particular type of space. See Appendix A for a complete list of room types associated with each space category.

Teaching space is driven by the level and program areas of an institution’s funded semester credit hours. Library space is driven by faculty, students, approved programs, and holdings. Research space is predicted by research expenditures and students semester credit hours. Office space is driven by faculty, non-faculty, and current fund E&G expenditures. Support space is a percentage of the total prediction for all the other factors.

Factor 1 - Teaching Space

Teaching Space - Universities

Teaching space is comprised of classrooms (type 100 rooms); class labs, special class labs, and self-study labs (type 210-235 rooms); physical education, demonstration, audiovisual, and animal quarters (type 500 rooms); and assembly, exhibition, lounge, meeting rooms, and locker rooms (type 600 rooms). The predicted teaching space depends on funded semester credit hour production by program area and by level of course. A full-time-student-equivalent (FTSE) is calculated for each program area and for undergraduate, master’s/professional (law and optometry), and doctorate-level programs, based on 15, 12, and 9 semester credit hours, respectively.

Three different programmatic areas are assigned based on space requirements:

• Program Area 1 is for the most space intensive programs and includes the Classification of Instructional Program[2] (CIP) categories of agriculture, architecture, engineering, optometry, trade and industrial arts, and visual and performing arts. These areas are represented by the CIP codes 01, 02, 03, 04, 14, 15, 21, 46, 47, 48, 49, and 50.

• Program Area 2 includes computer and information sciences, health sciences, home economics, life sciences, physical sciences, basic skills, psychology, communications, foreign languages, and law. These areas are represented by the CIP codes 9, 10, 11, 19, 20, 26, 32, 40, 41, 42, and 51.

• Program Area 3 includes all other programs, which are not space intensive, such as english, history, mathematics, and political science. These areas are represented by the CIP codes 05, 08, 12, 13, 16, 22, 23, 24, 25, 27, 28, 29, 30, 31, 33, 34, 35, 36, 37, 38, 39, 43, 44, 45, and 52.

The following breakdown is the base (Program Area 3) from which space is assigned to each program area and level.

Room Type Square Feet per FTSE

Classroom (110) 11

Class Lab (210) 8

Special Class Lab (220) 3

Self Study Lab (230) 3

P.E., etc., (500's) 10

Assembly, etc. (600's) 5

Subtotal 40

Service Space 5

Total 45

Program Area 2 adds 15 NASF per FTSE to the total on the previous page, and Program Area 1 would add 30 NASF per FTSE due to the increased need for class labs and special class labs. The allowance per master’s FTSE is calculated at 70 percent of the undergraduate allotment, and the allowance per doctorate FTSE is calculated at 40 percent of the undergraduate allotment. The reduced allowances are appropriate because master’s and doctorate students require less special or general use space (type 500 and 600 rooms) and classrooms and class labs (type 100 and 200 rooms).

Teaching Space per FTSE

| |Program Area 1 |Program Area |Program Area |

| | |2 |3 |

|Undergraduate |75 NASF |60 NASF |45 NASF |

|Master’s/Special Professional |52.5 NASF |42 NASF |31.5 NASF |

|Doctorate |30 NASF |24 NASF |18 NASF |

Economy of scale variable

An economy of scale variable is applied to those institutions with more than 15,000 undergraduate FTSE. A factor of .98 is used for 0-1,000 FTSE above 15,000, and the factor decreases .02 for each increase of 1,000 undergraduate FTSE. It is only applied to the predicted undergraduate space. See Appendix C for an example.

Teaching Space - Technical Colleges and the Lamar State Colleges

The space factors for academic programs at the Texas State Technical College (TSTC), Lamar State College-Orange, Lamar State College-Port Arthur, and Lamar Institute of Technology are the same as those used by the universities but have additional program areas for vocational courses. The space factors for the four vocational program areas are as follows:

Vocational Program Area 1 = FTSE x 120 NASF

Programs include auto mechanics, auto body repair, machine shop, construction and industrial trades, agriculture, fire protection technology, air conditioning and heating, and cosmetology

Vocational Program Area 2 = FTSE x 90 NASF

Programs include vocational nursing and allied health, printing and graphic arts

Vocational Program Area 3 = FTSE x 60 NASF

Programs include secretarial, business data processing, drafting and design, instrumentation, culinary arts, radio and television repair, electronics, and home economics

Vocational Program Area 4 = FTSE x 45 NASF

Programs include management, marketing, cooperative work experience, law enforcement, mental health technology, commercial pilot, and occupational health and safety

FTSE Calculation

FTSE are calculated using the Coordinating Board’s standard methodology of contact hours divided by 300 and semester hours divided by 15.

Factor 2 - Library Space

Library Space for Universities

Library space includes all room type 400 -- reading/study rooms, stack space, and associated service areas -- and all room type 300 with a 41 (library) usage code. Library space is calculated primarily using the Association of College and Research Libraries (ACRL) standards for college libraries and data from the National Center for Education Statistics (NSES) Integrated Postsecondary Education Data System (IPEDS).

Calculation Variables (Volumes)

|Volume Predictor |Volumes |

|Basic Collection |85,000 |

|Allowance per FTE faculty |100 |

|Allowance per FTE student |15 |

|Allowance per undergraduate major field |350 |

|Allowance per master’s if highest degree offered |6,000 |

|Allowance per master’s if not highest degree offered |3,000 |

|Allowance per 6th year specialist degree field |6,000 |

|Allowance per doctoral field |25,000 |

For Fiscal Years 2000 and 2001, the predicted square feet is the greater result of two separate calculations. For fiscal years beyond 2001, the predicted square feet will be determined by the result generated from calculation two.

Calculation 1

One of the base units of the Library Space Factor is number of volumes. The space projection model predicts necessary space based on the number of volumes, but also considers microforms and other non-book library materials obtained from the IPEDS library report. Law library holdings are obtained from the Texas State Library. To calculate the necessary space for library holdings, the model uses the table on the following page to convert microforms and non-book library materials to volumes.

Conversion Table (Other material to volumes)

|Government Documents |1:1 |

|Archives |1:6 x .09 |

|Subscriptions |1:1 |

|Microforms |95% Fiche, 5% Other |

|Microfiche |50:1 |

|Other Microforms |5:1 |

|Cartographic Units |1:1 |

|Graphic Materials |25:1 |

|Recordings |4:1 |

|Videos |1:1 |

|Computer Files |1:1 |

Space Calculations for Volumes

|Space for Collections |NASF/Volume |

|For the first 150,000 volumes |0.10 |

|For the next 150,000 volumes |0.09 |

|For the next 300,000 volumes |0.08 |

|For holdings above 600,000 volumes |0.07 |

|For law library holdings |0.25 |

|For actual holdings above prediction |0.03 |

|For additional documents from conversion table |0.07 |

Space for Users

|FTE student |6.25 NASF |

|FTE faculty |3.0 NASF |

Space for Staff

|12.5 percent of the other calculated library space |

According to the ACRL, libraries which provide 90 to 100 percent of the net assignable space called for in the formula shall be graded ‘A’ in terms of space. In the Space Projection Model, the final prediction is reduced to 95 percent of the ACRL prediction.

Calculation 2

Space Calculations for Volumes

|Space for Collections |NASF/Volume |

|For the first 150,000 volumes |0.10 |

|For the next 150,000 volumes |0.09 |

|For the next 300,000 volumes |0.08 |

|For holdings above 600,000 volumes |0.07 |

|For law library holdings |0.25 |

Space for Users

|FTE student |6.25 NASF |

|FTE faculty |3.0 NASF |

Space for Staff

|12.5 percent of the other calculated library space |

After the NASF is calculated for volumes, space for users, and space for staff, 17 percent of that total is added to the result.

NASF/Volume + Space for Users + Space for Staff = Total Space

Total Space + (Total Space x 17%) = Predicted Value

Predicted Value x 95 percent = Final prediction

If calculation 1 is greater than calculation 2, then calculation 1 is the predicted value. If calculation 2 is greater than calculation 1, then calculation 2 is the predicted value.

Library Space for Technical Colleges and Lamar State Colleges

The library calculation for the Lamar State College-Port Arthur, Lamar State College-Orange, Lamar Institute of Technology and the TSTC campuses follows:

Χ Stack Space = FTSE x (50 volumes x .10 NASF)

Χ Study Space = FTSE x 6.25 NASF

Χ Staff = 12.5 percent of the total space calculated

• Total prediction = sum of above calculated space

Factor 3 – Research Space

Research space includes all type 250 and 255 rooms, which are non-class (research) laboratories and service rooms. Research space is calculated at 9,000 NASF of research labs for every $1.223761 million in research expenditures reported in the institution’s Annual

Financial Report. An average of the last three years’ expenditures is used. A minimum of three NASF per FTSE is allotted for research space. If the calculation based on research expenditures predicts less space than the amount generated through the calculation based on FTSE, the calculation based on FTSE is used as the research space prediction.

The academic Space Projection Model adopted in 1992 incorporated 1991 data into the model. The Consumer Price Index (CPI) factor for September 1991 was 137.2, and the September 1999 factor was 167.9, an increase of 22.38 percent. The $1.223761 million variable reflects that inflation.

Factor 4 - Office Space

Office space includes all type 300 rooms, which are offices, conference rooms and associated service areas. Type 300 rooms reported with a 41 (library) usage code used in the library factor formula are omitted from the office space calculation to eliminate duplication.

The employee data source for FTE faculty is the Coordinating Board’s CBM-008 Faculty Report. The non-faculty FTE is estimated to be 1.8 times FTE faculty for universities and 1.25 times FTE faculty for technical colleges, the Lamar state colleges, and Lamar Institute of Technology. A calculation of 190 NASF per FTE faculty and 170 NASF per FTE non-faculty is made. Then a calculation of 3,500 NASF per $1.223761 million total current fund E&G expenditures, taken from the institutional Annual Financial Reports, is made. If the result of this last calculation is larger, it is used; if the faculty/non-faculty calculation is greater, it is used. The 3,500 NASF per $1.223761 million dollars calculation is used to adjust for institutional complexity.

Office Space Matrix

|Type of Space |Faculty Space Need |Non-Faculty Space Need |

|Office |120 NASF |120 NASF |

|Conference Room | 30 NASF | 20 NASF |

|Service Area | 20 NASF | 10 NASF |

|Departmental Administration | 20 NASF | 20 NASF |

|Total |190 NASF |170 NASF |

Factor 5 - Support Space

Support space is calculated at 9 percent of the sum of predicted space from the teaching, library, research, and office factors. Support space includes all type 700 rooms, which are data processing/computer rooms, shops, storage, vehicle storage, and associated service areas.

Appendix A

Relationships between Coordinating Board Room Types

and Space Projection Model Factors

|Room Type |Description |SPM Factor |

|110, 115 |Classroom, Service (Distance Learning Classroom) |Teaching |

|210, 215 |Class Laboratory, Service | |

|220, 225 |Special Class Laboratory, Service | |

|230, 235 |Self Study Lab, Service | |

|510 |Armory | |

|520 |Athletic or Physical Education | |

|530 |Media Production | |

|540 |Clinic (Non-health Professions) | |

|550 |Demonstration Facilities | |

|560 |Field Service Facility | |

|570 |Animal Quarters | |

|580 |Greenhouse | |

|590 |Other (All purpose) | |

|610 |Assembly | |

|620 |Exhibition | |

|630 |Food Facility | |

|650 |Lounge | |

|660 |Merchandising | |

|670 |Recreation | |

|680 |Meeting Room | |

|690 |Locker Room | |

|410 |Reading/Study Room |Library |

|420 |Stack | |

|430 |Open-Stack Reading Room | |

|440 |Processing Room | |

|455 |Study Service | |

|310, 315 |Office, Service (when usage code is 41) | |

|350, 355 |Conference Room, Service (when usage code is 41) | |

|250, 255 |Research/Non-Class Laboratory, Service |Research |

|310, 315 |Office, Service (when usage code is not 41) |Office |

|350, 355 |Conference Room, Service (when usage code is not 41) | |

|710 |Central Computer or Telecommunications |Support |

|720 |Shop | |

|730 |Central Storage | |

|740 |Vehicle Storage Facility | |

|750 |Central Food Store | |

|760 |Central Laundry | |

Appendix B

Data Sources by Factor

Factor 1 - Teaching Space: semester credit hours by student level and program area from Fall CBM004 Class Report

Factor 2 - Library Space: programs from Program Inventory File maintained by THECB Universities and Health-Related Institutions Division; faculty data from CBM008 Faculty Report; and actual library collections from the National Center for Education Statistics (NCES) Integrated Postsecondary Education Data System (latest certified data)

Factor 3 - Research Space: research expenditures from institutions’ Annual Financial Report

Factor 4 - Office Space: current fund E&G expenditures from institutions’ Annual Financial Report and faculty data from THECB CMB008 Faculty Report

Factor 5 – Support Space: Calculation of other factors

Appendix C

Examples of Calculations for University of Houston

Several calculations in the following tables use the following formula:

Constant x Variable = Result

The University of Houston’s data is used in the following calculations:

Teaching Factor Example

|Fall 1999 Student Credit Hours |

|Level |Program Area 1 |Program Area 2 |Program Area 3 | | |

| | | | |Total | |

|Undergraduate |34,731 |81,184 |171,765 |287,680 | |

|Master’s |4,435 |9,576 |23,120 |37,131 | |

|Doctoral |1,306 |2,135 |4,323 |7,764 | |

|Professional |0 |7,513 |12,865 |20,378 | |

| | | | | | |

|Fall 1999 FTSE |

|Level |Divisor |Program Area 1 |Program Area 2 |Program Area 3 | |

| | | | | |Total |

|Undergraduate |15 |2,315.40 |5,412.27 |11,459.00 |19,178.67 |

|Master’s |12 |369.58 |798.00 |1,926.67 |3,094.25 |

|Doctoral |9 |145.11 |237.22 |480.33 |862.66 |

|Professional |12 |0 |626.08 |1,072.08 |1,698.16 |

|Economy of Scale Coefficient affects undergraduate FTSE >=15,000 |

|.02 decrease for each 1,000 FTSE >15,000 |

| | | | |

|Undergraduate FTSE | | | |

|Program Area 1 |2,315.40 | | | |

|Program Area 2 |5,412.27 | | | |

|Program Area 3 |11,451.00 | | | |

|Total |19,178.67 | | | |

|Up to 15,000 FTSE without coefficient adjustment | | |

|Program Level 1 + Program Level 2 | |

|2,315.40+ 5,412.27= 7,727.67 |Less than 15,000 FTSE, no adjustment |

|15,000-7,727.67 = 7,272.33 |No adjustment for 7,272.33 FTSE |

| | |

|Non-adjusted FTSE | | |

| |FTSE |NASF |Total NASF | | |

|Program | | | | | |

|Area 1 |2,315.40 |75 |173,655 | | |

|Program | | | | | |

|Area 2 |5,412.27 |60 |324,736 | | |

|Program | | | | | |

|Area 3 |7,272.33 |45 |327,255 | | |

|Total |15,000 | |825,646 | | |

|19,178.67-15,000 = 4,178.67 FTSE to be adjusted |

| |

|Adjusted FTSE |

|FTSE |Coefficient |Result |Feet |Total Feet | |

|1,000 |0.98 |980 |45 |44,100 | |

|1,000 |0.96 |960 |45 |43,200 | |

|1,000 |0.94 |940 |45 |42,300 | |

|1,000 |0.92 |920 |45 |41,400 | |

|178.67 |0.90 |161 |45 |7,236 | |

|Total 4,178.67 |0.90 | | |178,236 | |

| | | |

| | | |

|Predicted NASF - Undergraduate level | | |

|Predicted NASF up to 15,000 FTSE |825,646 | | |

|Adjusted NASF (Economy of scale) |178,236 | | |

|Predicted NASF |1,003,882 | | |

| | | | | | |

|Predicted NASF Feet - Master’s/Professional Level | |

| |Program Area 1 |Program |Program |Total | |

| | |Area 2 |Area 3 | | |

|Master’s FTSE |369.58 |798.00 |1,926.67 |3,094.25 | |

|Assigned NASF |52.50 |42.00 |31.50 | | |

|Predicted NASF |19,403.00 |33,516.00 |60,690.00 |113,609 | |

| | | |

|Predicted Feet - Doctoral Level | | |

| |Program Area 1 |Program |Program |Total | |

| | |Area 2 |Area 3 | | |

|Doctoral FTSE |145.11 |237.22 |480.33 |862.67 | |

|Assigned NASF |30 |24 |18 | | |

|Predicted NASF |4,353 |5,693 |8,646 |18692 | |

| | | |

|Total Teaching Factor Prediction | | |

|Undergraduate |825,646 | | | |

|Adjusted (Economy of scale) |178,236 | | | |

|Master’s |113,609 | | | |

|Doctoral |18,693 | | | |

|Professional |60,066 | | | |

|Total Predicted Space (NASF) |1,196,250 | | | |

Teaching Factor for University of Houston = 1,196,250 NASF

Library Factor Example

Calculation 1

| | | |NASF |

| |Constant |Variable |Calculation |

|Total Calculated Volumes | |2,514,865 | |

|First 150,000 Volumes |0.10 |2,364,865 |15,000 |

|Next 150,000 Volumes |0.09 |2,214,865 |13,500 |

|Next 300,000 Volumes |0.08 |1,914,865 |24,000 |

|Holdings Above 600,000 Volumes |0.07 |1,914,865 |134,041 |

|Law Library Holdings |0.25 |270,562 |67,641 |

|Actual Holding Above Prediction |0.03 |0 |0 |

|Actual | |1,628,667 | |

|Predicted | |2,514,865 | |

|Result | |(886,198) |0 |

|Additional Documents |0.07 |7,778,494 |54,495 |

|Student FTE |6.25 |24,834 |155,211 |

|Faculty FTE |3.00 |1,209 |3,627 |

|Subtotal of Calculated Space | |467,514 |

|Space for Staff |12.50% |467,514 |58,439 |

|Total Calculated Space | | |525,953 |

|Total Predicted Space |95.00% |525,953 |499,655 |

Library Factor Example

Calculation 2

| |Constant |Variable |Volumes |

| | | |Calculation |

|Basic Allowance |85,000 | |85,000 |

|Per Faculty FTE |100 |1,209 |120,909 |

|Per Student FTE |15 |24,834 |372,506 |

|Per UG Major Field |350 |87 |30,450 |

|Master’s if Highest Degree Offered |6,000 |65 |390,000 |

|Master’s if Not Highest Degree Offered |3,000 |47 |141,000 |

|6th Year Specialist Field |6,000 |0 |0 |

|Professional/Doctoral Field |25,000 |55 |1,375,000 |

|Total Calculated Volumes | | |2,514,865 |

Library Factor continued

|Volumes Calculation |186,541 |

|Law Holdings |67,641 |

|Students |155,211 |

|Faculty |3,627 |

|Staff |51,627 |

|Total |464,647 |

|17% of Total |78,990 |

|Total |543,637 |

|95% of Total |516,455 |

516,456>499,655

Library Factor for University of Houston = 516,456 NASF

Research Factor Example

| |1999 |1998 |1997 |Average |

|Research Expenditures |$42,034,213 |$40,112,099 |$37,417,066 |$39,854,459 |

| |

| |Constant |Variable |Calculation | |

|Inflated $1 Million Divisor | | | | |

| |1,223,761 |39,854,459 |32.56 | |

|Feet per Divisor |9,000 |32.56 | | |

|Total Predicted Space | | |293,105 | |

Research Factor for University of Houston = 293,105 NASF

Office Factor Example

|Calculation 1 |

| |Constant |Variable |Calculation |

|FTE faculty |1,209.09 |1.8 |2,176.36 |

|Faculty |190 |1,209.09 |229,727 |

|Non-Faculty |170 |2,176.36 |369,982 |

|Total NASF | | |599,709 |

| |

|Calculation 2 |

| |Constant |Variable |Calculation |

|E&G Current Fund Expenditures |1,223,761 |312,043,243 |254.98 |

|Feet per Divisor |3,500 |254.98 |892,455 |

| |

|Calculation 1 | | |599,709 |

|Calculation 2 | | |892,455 |

|Larger Calculation | | |892,455 |

Office Factor for University of Houston = 892,455 NASF

Support Factor Example

|Support Space Calculation |

|Factors |Constant |Variable |Calculation |

|Teaching |9.00% |1,196,250 |107,663 |

|Library |9.00% |516,455 |46,481 |

|Research |9.00% |293,105 |26,379 |

|Office |9.00% |892,455 |80,321 |

|Total Support Space |260,844 |

Support Factor for University of Houston = 260,844 NASF

Total Predicted Space

|Factors |Predictions |

|Teaching |1,196,250 |

|Library |516,455 |

|Research |293,105 |

|Office |892,455 |

|Support |260,844 |

|Total Predicted Space |3,159,109 |

|Appendix D | |

|Total Predicted Space (NASF) by Factor | |

|Summary of Five Factors for Public Universities, Technical Colleges, and Lamar State Colleges | |

|Fall 1999, Actual Space as of April 10, 2000 | |

|Institution |Teaching |Library |Research |Office | |

| |

Appendix E

File Explanations and Modeling

Five-Factor Space Projection Model

A spreadsheet file has been designed to incorporate all the data used to compute the projected space needs for the Teaching, Library, Research, Office, and Support factors in the Space Projection Model. This file includes 16 worksheets identified by appropriate tab headings as described below. The file is available on disk in a Lotus.wk4 or Excel.xls file format. Each variable(s) used in the calculation is shown in "blue.” There are no embedded constants (data) in the formulas, but instead each formula reads from other sheets within the model. Those sheets that contain data are indicated below by (Data). Whenever the Model is updated with current data, only those sheets are changed. Whenever modeling, the variables and/or the data may be changed, e.g., credit hours (data) or program area NASF (variable). Further instructions on how to use the file and create modeling comparisons are contained in this appendix.

Worksheets include:

Χ Summary summarizes the predicted and actual space for each institution by factor and returns a surplus or deficit total for all of the factors.

Χ Modeling allows copying and pasting of totals to determine the effect of changing any variable(s) in the Space Model.

Χ Actual Space includes each institutions’ actual E&G square feet by room type with totals for each space classification. Data has been entered into the sheet from the Facilities Inventory on file at the Coordinating Board. (Data)

Χ Current Expenditures displays Current Fund E&G Expenditures entered into this sheet from the institutions’ Annual Financial Report. (Data)

Χ Credit Hours are listed by program area and level for each institution. Data is from the THECB CBM004. (Data)

Χ FTSE is a calculation from the data read from the Credit Hours worksheet.

Χ Teaching Space calculates predicted space needs by program area square feet and the FTSE worksheet.

Χ Faculty includes the number of FTE faculty for each institution and calculates non-faculty. Faculty data is derived from THECB CBM008. (Data)

Χ Programs indicate the number, type and level of programs and is derived from the THECB Degree Program Inventory. (Data)

Χ Library Space calculates the predicted library space.

Χ Library Data contains actual volumes and actual law library data. Actual volumes are obtained from the most recent available IPEDS Reports. Law library data is from the State Library. (Data)

Χ Tables are used in calculating the coefficient in predicting teaching space and volumes in predicting library space. Range names are Excess and Lib.

Χ Research Expenditures indicate the amounts expended for research for the past three fiscal years and computes the average for those years. Data is entered from the institution’s Annual Financial Report. (Data)

Χ Research Space calculates the amount of predicted research space.

Χ Office Space calculates the amount of predicted office space.

Χ Support Space computes the predicted support space.

E-1

Appendix E (Continued)

The file is currently in a Lotus.wk4 spreadsheet and Excel.xls file format. When the file

is opened, each sheet within the file described in the previous section is indicated by the tab located at the top of the spreadsheet in Lotus and the bottom in Excel. By clicking on the tab, the desired sheet will be displayed. The following procedure describes how modeling can be achieved in the Teaching Space Sheet, but these procedures may be applied to any variable within the model.

Modeling Example 1 - Effects of Enrollment Increases (University)

Midwestern University expects a 1 percent credit hour increase in undergraduate program area 1, a 2 percent credit hour increase in undergraduate program area 2, and a 3 percent credit hour increase in undergraduate program 3. Refer to the teaching space documentation to determine what academic programs constitute each program area. What effects would these changes have on predicted teaching space and total predicted space?

1) Click on the Summary Sheet Tab:

Copy the predicted teaching space total of Midwestern University (Cell C4, 218,647 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution’s name under the heading of Old Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key. Return to the Summary Sheet and copy the Surplus/Deficit cell for Midwestern, (Cell O4 ,21,242 NASF). Click on the Modeling Sheet tab and place the cursor adjacent to the institution’s name under the heading of Old Sur/Def Cell. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key.

2) Click on the Credit Hours Tab:

In undergraduate program area 1, change the cell to =4478*1.01. In undergraduate program area 2, change the cell to =19400*1.02. In undergraduate program area 3, change the cell to =36499*1.03. The new values should be the following: program area 1=4,523, program area 2=19,788 and program area 3=37,594.

3) Click on the Summary Tab:

Copy the Predicted Teaching Space total of Midwestern University

(Cell C4, 223,707 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution’s name under the heading of New Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key. Return to the Summary Sheet and copy the Surplus/Deficit cell for Midwestern, (Cell O4, 14,562 NASF). Click on the Modeling Sheet tab and place the cursor adjacent to the institution’s name under the heading of New Sur/Def Cell. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key.

E-2

Appendix E (Continued)

The Modeling Sheet indicates that a 5,061 increase in predicted teaching NASF or 2.31 percent change in teaching space will occur and a 6,880 NASF increase in total predicted space will occur. The total predicted value is greater than the teaching predicted value because credit hours affect FTE which affects teaching, library, research, and support space. This example is for undergraduate space, but can be used in graduate space as well.

Modeling Example 2 - Effects of Enrollment Increases (2-year colleges)

Lamar State College-Orange projects a 1 percent credit hour increase in associate degree nursing and a 2 percent credit hour increase in vocational nursing. What effect would this have on predicted teaching space and total predicted space?

Note: The Lamar State Colleges and the Texas State Technical Colleges have their programs and corresponding credit hours entered separately, rather than grouped.

1) Click on the Summary Tab:

Copy the Predicted Teaching Space total of Lamar University-Orange (Cell C41, 55,614 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution’s name under the heading of Old Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key. Return to the Summary Sheet and copy the Surplus/Deficit cell for Lamar University-Orange, (Cell O41, (30,142) NASF). Click on the Modeling Sheet tab and place the cursor adjacent to the institution’s name under the heading of Old Sur/Def Cell. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key.

2) Click on the Credit Hours Tab:

In cell D147 (Associate Degree Nursing), change the cell to=15040*1.01. In cell D148 (Vocational Nursing), change the cell to=49038*1.02. The new values should be the following: Associate Degree Nursing = 15,190 and Vocational Degree Nursing = 50,019 credit hours.

3) Click on the Summary Tab:

Copy the Predicted Teaching Space total of Lamar University-Orange (Cell C41, 55,879 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution’s name under the heading of New Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK key.

The Modeling Sheet indicates that a 265 NASF increase in predicted teaching or 0.48 percent change in teaching space will occur and a 330 NASF total predicted space will occur. The total predicted value is greater than the teaching predicted value because credit hours affect FTE, which affects teaching, library, research, and support space.

E-3

Appendix E (Continued)

Other Modeling

Modeling can also be done to determine the effects of increases in E&G expenditures, faculty, and research expenditures. Changes in credit hours will always have more impact on the total predicted space than any other data used in the model. The Academic Space Projection Model contains a snapshot of actual space. In the current model, the actual space was determined as of May 1998. Normally, the actual data will be a snapshot taken when all of the data has been certified. The Coordinating Board is responsible for updating the model by using certified data. Appendix B indicates the sources of data used to update the model. For additional information in the use of the Model, contact the Office of Campus Planning at the Texas Higher Education Coordinating Board at (512) 483-6110 or by e-mail to beckhamwm@thecb.state.tx.us.

E-4

Appendix F

University Academic and Occupationally Specific Programs

Area 1

|CIP Code | |

| |Description |

|01 |Agricultural Business and Production |

|02 |Agricultural Sciences |

|03 |Conservation and Renewable Natural Resources |

|04 |Architecture and Related Programs |

|14 |Engineering |

|14.02 |Aerospace, Aeronautical, & Astronautical Engineering |

|15 |Engineering-Related Technologies |

|15.01 |Architectural engineering Technologies |

|15.03 |Electrical & Electronic Engineering-Related Technology |

|15.0304 |Laser & Optical Technology/Technician |

|15.04 |Electromechanical Instrumentation & Maintenance Technology |

|15.05 |Environmental Control Technologies |

|15.06 |Industrial Production Technologies |

|15.07 |Quality Control & Safety Technologies |

|15.08 |Mechanical Engineering-Related Technologies |

|15.09 |Mining & Petroleum Technologies |

|15.10 |Construction/Building Technology |

|15.11 |Miscellaneous Engineering-Related Technologies |

|21 |Technology Education/Industrial Arts |

|46 |Construction Trades |

|46.01 |Masons & Tile Setters |

|46.02 |Carpenters |

|46.03 |Electrical & Power Transmission Installers |

|46.04 |Construction & Building Finishers & Managers |

|46.05 |Plumbers & Pipefitters |

|47 |Mechanics and Repairers |

|47.01 |Electrical & Electronics Equipment Installers & Repairers |

|47.02 |Heating, Air Conditioning & Refrigeration Mechanics & Repairs |

|47.03 |Industrial Equipment Maintenance & Repairers |

|47.04 |Miscellaneous Mechanics & Repairers |

|47.06 |Aviation Technology |

|47.0603 |Auto/automotive Body Repairer |

|47.0604 |Auto/Automotive Mechanic/Technician |

|47.0605 |Diesel Engine Mechanic & Repairer |

|48 |Precision Production Trades |

|48.01 |Drafting |

|48.02 |Graphic & Printing Equipment Operators |

|48.03 |Leatherworkers& Upholsterers |

|48.05 |Precision Metal Workers |

|48.0508 |Welder/Welding Technologist |

|49 |Transportation and Materials Moving Workers |

|49.01 |Air Transportation Workers |

|49.02 |Vehicle & Equipment Operators |

|50 |Visual and Performing Arts |

|50.04 |Design & Applied Arts |

|50.0406 |Commercial Photography |

|50.0407 |Fashion Design & Illustration |

Area 2

|CIP Code |Description |

|09 |Communications |

|10 |Communications Technologies |

|11 |Computer and Information Sciences |

|12 |Personal and Miscellaneous Services |

|16 |Foreign Languages and Literatures |

|17 |Health Sciences & Allied Health Services |

|18 |Health Sciences & Allied Health Services |

|19 |Home Economics |

|26 |Biological Sciences/Life Sciences |

|34 |Personal Improvement & Leisure Programs |

|40 |Physical Sciences |

|41 |Science Technologies |

|42 |Psychology |

|51 |Health Professions and Related Sciences |

Area 3

|CIP Code |Description |

|05 |Area, Ethnic and Cultural Studies |

|06 |Business Management & Administrative Services |

|07 |Business Management & Administrative Services |

|08 |Marketing Operations/Marketing and Distribution |

|13 |Education |

|20 |Vocational Home Economics |

|22 |Law and Legal Studies |

|23 |English Language and Literature/Letters |

|24 |Liberal Arts and Sciences, General Studies and Humanities |

|25 |Library Science |

|27 |Mathematics |

|28 |Reserve Officer Training Corps Programs |

|29 |Military Technologies |

|30 |Multi/Interdisciplinary Studies |

|31 |Parks, Recreation, Leisure and Fitness Studies |

|32 |Personal Improvement & Leisure Programs |

|33 |Personal Improvement & Leisure Programs |

|35 |Personal Improvement & Leisure Programs |

|36 |Personal Improvement & Leisure Programs |

|37 |Personal Improvement & Leisure Programs |

|38 |Philosophy and Religion |

|39 |Theological Studies and Religious Vocations |

|43 |Protective Services |

|44 |Public Administration and Services |

|45 |Social Sciences and History |

|52 |Business Management and Administrative Services |

Appendix G

Texas State Technical Colleges and Lamar State Colleges

Academic and Vocational Specific Programs

Area 1

|CIP Code |Description |

|01.01 |Agricultural Business & Production |

|01.02 |Agricultural Mechanization |

|01.03 |Agricultural Production/Workers & Managers |

|01.05 |Agricultural Supplies Retailing & Wholesaling |

|01.06 |Horticulture Services Operations & Management |

|02.02 |Animal Sciences |

|02.03 |Food Sciences & Technology |

|03.05 |Forestry & Related Sciences |

|04.05 |Interior Architecture |

|12.04 |Cosmetic Services |

|14 |Engineering |

|15 |Engineering-Related Technologies |

|43.02 |Fire Protection |

|46 |Construction Trades |

|47 |Mechanics and Repairers |

|48 |Precision Production Trades |

|49 |Transportation and Materials Moving Workers |

|50 |Visual and Performing Arts |

|50.09 |Music |

Appendix G continued

Area 2

|CIP Code |Description |

|12 |Personal and Miscellaneous Services |

|12.03 |Funeral Services & Mortuary Science |

|31 |Parks, Recreation, Leisure and Fitness Studies |

|31.05 |Health & Physical Education/Fitness |

|41 |Science Technologies |

|41.01 |Biological Technologies |

|41.03 |Physical Science Technologies |

|50 |Visual and Performing Arts |

|50.06 |Film/Video & Photographic Arts |

|51 |Health Professions and Related Sciences |

|51.02 |Communication Disorders Sciences & Services |

|51.03 |Community Health Services |

|51.06 |Dental Services |

|51.07 |Health & Medical Administrative Services |

|51.0801 |Medical Assistant |

|51.0803 |Occupational Therapy Assistant |

|51.0805 |Pharmacy Technician/Assistant |

|51.0806 |Physical Therapy Assistant |

|51.0808 |Veterinarian Assistant/Animal Health Technician |

|51.09 |Imaging Technology |

|51.0904 |Emergency Medical Technology/Technician |

|51.0908 |Respiratory Therapy Technician |

|51.0909 |Surgical/Operating Room Technician |

|51.10 |Health & Medical Laboratory Technologies/Technicians |

|51.1601 |Nursing, General |

|51.1613 |Practical Nurse (LPN Training) |

|51.18 |Ophthalmic/Optometric Services |

|51.22 |Public Health |

|51.23 |Rehabilitation/Therapeutic Services |

|51.27 |Miscellaneous Health Sciences & Allied Health Services |

Appendix G continued

Area 3

|CIP Code |Description |

|09 |Communications |

|09.07 |Radio & Television Broadcasting |

|10 |Communications Technologies |

|11 |Computer and Information Sciences, General |

|11.02 |Computer Programming |

|11.03 |Data Processing Technology |

|11.04 |Information Sciences & Systems |

|11.05 |Computer Systems Analysis |

|11.07 |Computer Science |

|12.05 |Culinary Arts & Related Services |

|20 |Vocational Home Economics |

|20.01 |Consumer & Homemaking Education |

|50 |Visual and Performing Arts |

|50.0408 |Interior Design |

|52.04 |Administrative & Secretarial Services |

|52.0405 |Court Reporter |

|52.12 |Business Information & Data Processing Services |

Appendix G continued

Area 4

|CIP Code |Description |

|08 |Marketing Operations/Marketing and Distribution |

|08.01 |Apparel & Accessories Marketing Operations |

|08.02 |Business & Personal Services Marketing Operations |

|08.07 |General Retailing & Wholesaling Operations & Skills |

|08.11 |Tourism & Travel Services Marketing Operations |

|13 |Education |

|13.02 |Bilingual/Bicultural Education |

|13.05 |Educational/Instructional Media Design |

|13.10 |Special Education |

|13.13 |Teacher Education, Specific Academic & Vocational Programs |

|13.15 |Teacher Assistant/Aide |

|19 |Home Economics |

|19.07 |Individual & Family Development Studies |

|20.02 |Child Care & Guidance Workers & Managers |

|20.03 |Clothing, Apparel, & Textile Workers & Managers |

|20.04 |Institutional Food Workers & Administrators |

|22.01 |Law & Legal Studies |

|23 |English Language and Literature/Letters |

|23.11 |English Technical & Business Writing |

|43 |Protective Services |

|43.01 |Criminal Justice & Corrections |

|44 |Public Administration and Services |

|44.04 |Public Administration |

|45 |Social Sciences and History |

|45.07 |Geography |

|51 |Health Professions and Related Sciences |

|51.15 |Mental Health Services |

|52 |Business Management and Administrative Services |

|52.01 |Business |

|52.02 |Business Administration & Management |

|52.03 |Accounting |

|52.05 |Business Communications |

|52.07 |Enterprise Management & Operation |

|52.08 |Financial Management & Services |

|52.09 |Hospitality Services Management |

|52.10 |Human Resources Management |

|52.11 |International Business |

|52.14 |Marketing Management & Research |

|52.15 |Real Estate |

Related reports available from the Texas Higher Education Coordinating Board’s Division of Finance, Campus Planning, and Research:

Space Projection Model for Higher Education Institutions in Texas, October 1992.

Commissioner’s Recommendations, Space Projection Model for Texas Public Universities, Technical Colleges, and the Lamar Centers, July 1998.

Academic Space Projection Model for Texas Public Universities and Technical Colleges, Report and Recommendations of the Space Projection Model Advisory Committee to the Commissioner of Higher Education and the Texas Higher Education Coordinating Board, June 1998.

Space Projection Model for Public Universities, Technical Colleges, and the Lamar Centers, November 1998.

Texas Higher Education Facilities Inventory Procedures Manual, 1983.

Texas Higher Education Coordinating Board Annual Statistical Reports

For More Information Please Contact:

William Beckham

Division of Finance, Campus Planning, and Research

Texas Higher Education Coordinating Board

P.O. Box 12788

Austin, Texas 78711

(512) 427-6110 FAX (512) 427-6147

beckhamwm@thecb.state.tx.us

The Texas Higher Education Coordinating Board does not discriminate on

the basis of race, color, national origin, gender, religion, age, or disability

in employment or the provision of services.

-----------------------

1 Room types are taken from the National Center for Higher Education Management Systems’ (NCHEMS) Higher Education Facilities Inventory and Classification Manual and described in the Coordinating Board’s Texas Higher Education Facilities Inventory Procedures Manual.

[1] CIP codes are listed in the Coordinating Board’s Texas Higher Education Facilities

Inventory Procedures Manual, which is based on program codes from the National

Center for Higher Education Management Systems (NCHEMS) Higher Education

Facilities Inventory and Classification Manual.

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This document is also available on our web site: thecb.state.tx.us

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