Planning

The CSU plays a critical role in providing a quality education that prepares students to become leaders with the skills and knowledge needed to thrive in the workforce and drive California’s economy while navigating challenges. To support our education programs, campus planning efforts provide a framework to guide the development of the universities as well as play a critical role in the implementation of capital facilities. The Planning track focuses upon the challenges of working with local communities on campus master plans, dealing with new criteria in addressing transportation, utilizing existing space efficiently, balancing the costs and constraints of renovating existing structures versus constructing new facilities, and looking toward external partners to augment the capital program. All of these elements play a key role in charting an innovative capital program that successfully meets the needs of each campus’ educational mission.

The Space Shuffle: How to Balance Evolving Space Needs within Existing Facilities

Monday, October 29, 10:40 AM - 12:00 PM
No capital outlay funding to provide new space? No problem. This session will explore how to manage the use of existing facilities in light of changes in teaching pedagogy, student needs, and faculty and staff expectations. Join this session as we discuss different methods for identifying, reviewing, and approving changes to existing space in order to maximize the utility of space when faced with proposed minor renovations, tenant improvement projects, and the use of furniture and technology.

Learning Objectives
1. Consider different review and approval methods when considering changes to existing space.
2. Identify institutional structures for review committees, consisting of representation from multiple divisions and departments.
3. Explore use of technology as means for processing requests for space changes.
4. Identify facility planning partners across the CSU with whom to collaborate on the design and maintenance of a space management process.

Presenters
Eric Chan, Manager of Facilities Planning and Space Utilization, CSU San Bernardino
Jeffrey K. Dumars, Space Utilization Manager, Cal Poly San Luis Obispo
Michael Gardner, Manager of Campus Planning and Sustainability, CSU Long Beach
Joni Shimotsu, Manager of Planning and Space Management, Cal State Los Angeles
Elizabeth Whitchurch, Special Programs Coordinator, Humboldt State

Moderator
Meaghan Smith, Principal University Planner/Project Manager, CSU Office of the Chancellor

CSULB Presentation HSU Presentation

Getting to Yes: Strategies for Engaging with Public Agencies and the Local Community in Campus Master Planning

Monday, October 29, 1:30 PM - 2:50 PM
Campus Master Plan revisions can be challenging. One of the challenges is how best to engage with and get support from the local community stakeholders. This session will explore strategies for successful engagement with local governments, interest groups, and the community that can make the Master Plan process work more smoothly. This outreach is sometimes referred to as “Town-and-Gown Relations.” Compounded by the associated California Environmental Quality Act (CEQA) requirements, successful outreach can be critical to the Master Planning process.

Learning Objectives
1. Best practices for commonly encountered situations; what has and has not worked.
2. Strategies that have been successful in overcoming challenges and resolving conflicts.
3. Understand the impacts and significance of CSU financial commitments to third parties.
4. Managing and understanding the on-campus time and effort required.

Presenters
Wendy Bloom, Director of Campus Planning, San Francisco State University
Rita Bright, CEQA-NEPA Senior Project Manager/Land Use Policy Specialist, Wood Environment & Infrastructure Solutions, Inc.
Anthony Palazzo, Architect and Planner, Cal Poly San Luis Obispo
Dawn Theodora, Assistant Vice Chancellor and Chief Counsel for Business and Finance, CSU Office of the Chancellor

Moderator
Martin Grant, University Planner/Project Manager, CSU Office of the Chancellor

Presentation

Should I Stay or Should I Go: Evaluating the Renovation/Replacement Clash

Tuesday, October 30, 9:00 AM - 10:00 AM
The decision to provide appropriate facilities for our campus constituents by either renovating existing space or constructing replacement space can be a difficult one, and with the rapid pace of change in educational pedagogy and student lifestyles, the decision is even more challenging. Purpose-built new buildings are often not affordable and modernizing existing buildings is challenging. Join us in this session as we hear from campuses that have undertaken renovation and new construction projects successfully. Find out how they went about making their decisions, how they engaged stakeholders, who those stakeholders were, what worked well, and what challenges they faced.

Learning Objectives
1. Recognize and use acceptable evaluation tools for decision-making.
2. Analyze the costs and benefits associated with renovation and relocation to present viable options to campus decision-makers.
3. Evaluate programming data and understand how to best use that data to make objective choices between renovation and new construction.
4. Employ best practices relating to the development and use of surge space during renovation and relocation.

Presenters
Francie Moore, Studio Leader, SmithGroup
Michael Gardner, Manager of Campus Planning and Sustainability, CSU Long Beach
Anne Leung, University Planner, CSU East Bay

Moderator
Paul Gannoe, Chief of Facilities Planning, CSU Office of the Chancellor

Presentation Part 1 Presentation Part 2

Successful Negotiation Strategies for Public-Private Partnerships

Tuesday, October 30, 10:35 AM - 11:35 AM
Real property partnership projects provide an opportunity for CSU universities to work with the private sector to develop facilities in support of their campus' educational mission. The success of these Public-Private Partnership or P3 projects depends on the negotiation of terms and conditions within the ground lease agreements prepared for each project. This session will explore campus staff experience gained from recent P3 efforts from within the CSU system: University Glen Phase II Housing at CSU Channel Islands and Holloway Mixed-Use Development at San Francisco State. The panel will address lessons learned on these projects.

Learning Objectives
1. Learn critical prerequisite steps to becoming strong Public-Private Partnership (P3) champions, identify institutional missions and challenges, define project requirements, and evaluate traditional versus alternative delivery methods and related risks and rewards.
2. Understand P3’s major attributes and how viable an alternative delivery method it is to fulfill the university’s higher educational mission and capital project needs.
3. Identify key issues associated with the project development.
4. Deploy best practices to overcome key obstacles.

Presenters
Jason M. Porth, Vice President, University Enterprises, San Francisco State
Ysabel Trinidad, Vice President, Business and Financial Affairs, CSU Channel Islands
Christopher Fowler, University Counsel, CSU Office of the Chancellor
Syrus En, Director of Short Term and Structured Finance, CSU Office of the Chancellor

Moderator
Francis Freire, Director, Real Estate Development, CSU Office of the Chancellor

Presentation

From Driver Delay to GHG Reduction: New Transportation Guidelines and the Impact Upon CSU

Tuesday, October 30, 11:45 AM - 12:45 PM
SB 743 changes the process and standards of significance used to evaluate transportation impacts under the California Environmental Quality Act (CEQA) from concentrating on driver delay to reducing vehicle miles traveled and Greenhouse Gas impacts. The new process will instead involve mitigations for significant impacts that reduce the Vehicle Miles Traveled (VMT) through such techniques as increasing the provision of on-site housing and the use of Transportation Demand Management strategies. This session will provide an overview of the changes in the CEQA Guidelines and to the CSU Transportation Impact Study Manual to fully understand the revisions in methodology. Most importantly, the session will identify the effect upon the approval of campus master plans and capital projects due to the new approach.

Learning Objectives
1. Describe the purpose and content of SB 743.
2. Review resultant changes to California Environmental Quality Act (CEQA) Guidelines which establishes new criteria for determining the significance of transportation impacts.
3. Describe implications of focusing upon vehicle miles traveled/GHG reduction vs. driver delay upon campus master plans and capital projects.
4. Discuss whether and how to address vehicle miles traveled within the context of pending or already certified/adopted CEQA documents.

Presenters
Jason Pack, Principal, Fehr and Peers
Ann Sansevero, Principal/Senior Project Manager, Dudek

Moderator
Steven Lohr, Chief, Land Use Planning and Environmental Review, CSU Office of the Chancellor