Conference Proceedings

Conference proceedings are available to all SCUP members and conference attendees.

Please note: Not all sessions have proceedings available.

Thursday, March 17, 2011, 9:00 AM–10:00 AM
(PL003) Welcome and Plenary Session: The Challenges Beyond 2011; A Higher Ed Journalist’s View
 Presented by: Doug Lederman, Inside Higher Ed

America's constellation of colleges and universities is under unprecedented pressure to turn out more educated young people and adults -- at a time when the money available to them, from public and other sources, is flattening if not falling outright. That collision of factors is forcing campus leaders, faculty and staff to consider short- and long-term changes in how their institutions operate -- not only at an administrative and operational level, but in core areas such as instruction. Doug Lederman, who has been covering higher education for 25 years, will address some of the following questions: Are higher education's business models broken? Must colleges and universities narrow their missions? Is productivity a four-letter word?

Thursday, March 17, 2011, 10:15 AM–11:15 AM
(CN032) Breaking Boundaries, Making Connections: Optimizing Resource Planning Beyond the Campus
 Presented by: Benjamin M. Carlson, Associate, Goody Clancy; David Dixon, Principal, Planning & Urban Design, Goody Clancy; Robert Francis, Vice President, University Facilities, Drexel University

An urban campus’ neighborhood context increasingly plays many important mission-serving roles – attracting key faculty, connecting to broader learning and entrepreneurship opportunities, and hosting service, research, and educational outreach. This session examines four universities’ approaches – Drexel, University of Washington, and Ohio State– to planning cooperatively beyond the campus edge to seize unprecedented opportunities to access transit, amenities, key workforce and students. This session explores how universities can work with communities toward effective, efficient, sustainable ways to invest in shared goals.

Learning Outcomes:

  1. Cooperate effectively with neighbors and municipalities in planning for areas of campus/community overlap.
  2. Prioritize university investments (for land, buildings, outreach etc.) in neighborhood contexts according to their shared value to campus and community.
  3. Recognize the growing benefits urban neighborhoods can offer a campus – such as amenities and attracting and retaining top faculty, staff, and students.
  4. Discover the economic, environmental, and social benefits possible through the emerging concept of eco-districts.

TAGS: Public Research University Urban, Town/Gown, Sustainability, Master Planning, Partnerships

Continuing Education Credits:
AIA LU 1.0 unit (N11C32)AICP CM 1.0 unit

Thursday, March 17, 2011, 10:15 AM–11:15 AM
(CN027) Found In Space: Observational Evidence for Informal Gathering Spots
 Presented by: Donald H. Clemmenson, Student Body President, Architecture Student, Keene State College; Jay V. Kahn, Vice President for Finance & Planning, Keene State College; Gordon B. King, Senior Director, Facilities Planning & Management, Suffolk University; Aislynn E. Sherry, Architecture Student, Keene State College; Heather Taylor, Associate Principal, Payette

For several years campus design has emphasized informal, serendipitous spaces where students and faculty gather for casual, interactive, learning and socializing. But how do we measure these spaces’ effectiveness? Speakers representing a New England liberal arts college and an urban university will share observational and empirical evidence and a planning/architecture student will divulge outcomes of a directly relevant proprietary research project. An interactive portion will allow critique and discussion of what makes or breaks the value of informal campus spaces.

Learning Outcomes:

  1. Compare a diversity of institutional types, building types and individual perspectives on what works and what does not in learning space design.
  2. Examine data from institutional research on the impact informal space has on culture, student success and enrollment goals for specific programs.
  3. Dissect outcomes of Keene architecture school project that tests the most and least effective study and gathering spaces - from student and faculty perspectives.
  4. Participate in interactive round tables to glean ideas that can be applied back on home campuses.

TAGS: Learning Space Design, Theory And Research, Facility Various

Continuing Education Credits:
AIA LU 1.0 unit (N11C27)AICP CM 1.0 unit

Thursday, March 17, 2011, 10:15 AM–11:15 AM
(CN011) Integrating Academic, Financial, Capital and Physical Planning for the Four Connecticut State Universities
 Presented by: Keith Epstein, Assistant Vice Chancellor, Planning & Technical Services, Connecticut State University System; Mark J. Zarrillo, Principal, Symmes Maini & McKee Associates

The presentation will focus on how the strategic plan for each of the four state universities integrated their academic, financial, and capital improvements into a physical plan update. The presentation will include development strategies that accomplish the most for each campus within legislative fiscal constraints and cuts in available funding due the state of the current economy. The completion of the  master plan updates for the four institutions provided a mechanism that allows the universities' plans to work cohesively within a system to maintain, adapt, plan, and continue to build important campus programs and buildings.

Learning Outcomes:

  1. Determine how the academic foci of multiple universities integrate into the university system.
  2. Identify strategies for creating a multiple-campus physical plan update that benefits all campuses' growth.
  3. Select options for current and future funding opportunities.
  4. Align program capacity, special purposes, and infrastructure projects needs.

TAGS: Master Planning, Funding, Multi Campus Facility Planning

Continuing Education Credits:
AIA LU 1.0 unit (N11C11)AICP CM 1.0 unit

Thursday, March 17, 2011, 10:15 AM–11:15 AM
(CN022) Taking Stock: Repurposing Buildings as Part of an Institution’s Strategic Vision
 Presented by: Mark Gonthier, Associate Dean, Tufts University; Mary S. Nardone, Associate Vice President, Capital Projects Management, Boston College; Robert H. Quigley, Principal, ARC/Architectural Resources Cambridge; David W. Varone, University Architect, Johnson & Wales University-Providence

Implementing a master plan in the wake of a new strategic vision is an important decision for any institution. When its made within the context of a challenging economy, the decision is that much bolder. Using three examples – Boston College, Tufts Dental School and Johnson & Wales University – the presenters will describe how each owner reviewed their existing building stock, evaluated the intrinsic value of these assets, and embarked on a major repurposing project that solved immediate space planning needs, while also laying the foundation for the implementation of future projects.

Learning Outcomes:

  1. Assess the potential of what you already have in your existing building stock.
  2. Explain the financial, functional, sustainability, and emotional factors associated with repurposing an existing building.
  3. Discuss how repurposing buildings can help achieve an institution’s planning objectives.
  4. Recognize opportunities for re-envisioning and/or strengthening an institution through a major repurposing project.

TAGS: Renovation, Adaptation, Change Management, Master Planning

Continuing Education Credits:
AIA LU 1.0 unit (N11C22)AICP CM 1.0 unit

Thursday, March 17, 2011, 10:15 AM–11:15 AM
(CN012) Vital University Technology: Update Data Centers Economically for Skyrocketing Needs
 Presented by: Paul Dietel, Assistant Director/Design & Construction, Brown University; Jason W. Iacovelli, Construction Project Manager, Gilbane Building Company; Paul Kelleher, Director, Data Center, Brown University; Robert J. Stein, Principal, Integrated Design Group

Brown University faced a situation similar to many other institutions of higher education—its primary data center, built in the 1980s, was challenged by the rapid growth of high-end digital users, primarily within research and instruction. Replacing a facility with a new one is costly, and in the present climate the funds are often not available. How could evolving needs be met within budget and operational constraints? The presenters will describe how they creatively achieved their ambitious goal.

Learning Outcomes:

  1. Determine ways to define and evaluate growth to accommodate rapidly expanding information technology needs.
  2. Devise a plan that provides modular and scalable information technology expansion, currently and for the future.
  3. Identify a strategy for controlling implementation cost over time.
  4. Review the steps for completing a highly complex construction process, in an operating facility, economically and without operational interruptions.

TAGS: Information Technology, Facility Data Center, Project Management

Continuing Education Credits:
AIA LU 1.0 unit (N11C12)AICP CM 1.0 unit

Thursday, March 17, 2011, 11:30 AM–12:30 PM
(PL001) Plenary Session: The UMass Amherst Strategic Plan: A Roadmap for Education, Research, and Growth
 Presented by: Robert C. Holub, Chancellor, University of Massachusetts Amherst

The UMass Amherst Strategic Plan: A Roadmap for Education, Research, and Growth Developing a strategic plan is one of the most important tasks for any campus. Perhaps most important in undertaking planning is striking the appropriate balance between too much detail and micromanaging, on the one hand, or vagueness of goals and empty platitudes, on the other. I chose to proceed in a manner I had not seen in my two previous experiences with strategic planning. With the help of the senior staff I composed a high-level “framework” document with appropriate goals and benchmarks, had it vetted by various groups (deans, faculty senate, trustees), and then asked units on campus to do their own strategic plans to meet general campus goals. The jury is still out on effectiveness, but I believe it has engaged the campus in the planning process and caused many people in various areas to become aware of what the campus needs to do in order to make progress.

Thursday, March 17, 2011, 2:00 PM–3:00 PM
(CN031) Doing More With Less - Marrying the Budget and the Plan
 Presented by: Emily Dibble, Executive Dean, Institutional Effectiveness, Bunker Hill Community College; Jay W. Vogt, President, Peoplesworth

Participants will learn about the planning and budgeting process that has driven the transformation of Bunker Hill Community College over the last decade. The college’s organizational development consultant will share the planning process steps that have proven to be inclusive and results-oriented. The college’s institutional effectiveness officer will share the budgeting process steps that have engaged community members in planning, funding, and implementing action plans to achieve college goals. Each will help you apply these steps to your home institution.

Learning Outcomes:

  1. Assess the steps in a planning process designed for engaging the diverse stakeholders of a college community in setting long range goals, rapidly, and collaboratively.
  2. Apply these planning process steps to your institution.
  3. Identify budgeting process steps for empowering college community members in planning, funding, and implementing action steps that achieve college goals.
  4. Practice applying these budgeting process steps to your institution.

TAGS: Change Management, Budget Planning, Resource Planning, Integrated Planning, Community College

Continuing Education Credits:
AIA LU 1.0 unit (N11C31)

Thursday, March 17, 2011, 2:00 PM–3:00 PM
(CN007) How the UMass Strategic Plan Changed Science Planning: Transdisciplinary Science Clusters
 Presented by: James E. Cahill, Associate Vice President of Planning, Design & Construction, Northeastern University; Steven D. Goodwin, Dean, College of Natural Sciences, University of Massachusetts Amherst; William F. Wilson, Principal, Wilson Architects

"The University of Massachusetts-Amherst must be more than a regional power; it should aspire to be among the top public research universities in the country". This mission statement was the core of the chancellor’s strategic plan in early 2008. Less than three years later, UMass Amherst has made great strides toward addressing this challenge - in part, through redirecting the science facilities master planning process. A deliberate departure was made from traditional planning and assessment standards, resulting in a reorganization of the sciences to a trans-disciplinary focus on research excellence.

Learning Outcomes:

  1. Discover how a facilities planning and building design process can be retooled while in progress to respond to changes in the institution's mission and the limits in funding.
  2. Describe one approach to linking facilities assessment, user needs in sciences, and reduction in deferred maintenance costs, through implementation of new sustainable facilities.
  3. Assess the applicability of alternative processes to capital projects and renovations, such as the UMass Cluster RFP Process for selecting occupants of new buildings.
  4. Determine whether approaches like the UMass integrated science plan and RFP process can be adapted to work on your campus to link facilities needs and academic mission.

TAGS: Facility Science/Engineering, Mission/Identity, Academic Planning, Large Public Research

Continuing Education Credits:
AIA LU (N11C07)AIA LU 1.0 unit (N11C07)AICP CM 1.0 unit

Thursday, March 17, 2011, 2:00 PM–3:00 PM
(CN030) Outparcel Integration: The Depot Campus—Academic, Financial, Capital and Physical Planning Strategies to Maintain, Adapt, Plan and Build for the Highest and Best Future use
 Presented by: Frances M. Gast, Retired Planner; Mark J. Zarrillo, Principal, Symmes Maini & McKee Associates

The Depot Campus at the University of Connecticut (UConn) is unique. As an out parcel from the main campus, it has characteristics and issues very different from those of the primary college campus. The opportunity to develop the master plan for UCONN's Depot Campus provided an opportunity to work with the faculty and administrative staff, all of whom recognize the campus' potential and desire to see it transformed for its highest and best use. The buy-in of these groups put the program deveopment and planning into unique perspective for assessing academic, financial, and physical planning connections to the main campus. The master plan for the Depot Campus is a guide for phased growth that establishes needs, priorities, and schedules, and proposes cost effective solutions. 

Learning Outcomes:

  1. Evaluate strategies for planning affordable renovations that make the most of existing resources.
  2. Interpret program, capacity, special purpose, and infrastructure projects needs.
  3. Formulate current and future expansion opportunities.
  4. Organize the physical plan update that benefits integration.

TAGS: Master Planning

Continuing Education Credits:
AIA LU 1.0 unit (N11C30)AICP CM 1.0 unit

Thursday, March 17, 2011, 2:00 PM–3:00 PM
(CN015) Planning and Building Through the Great Recession: The Boston Conservatory
 Presented by: Curtis Kemeny, President, Boston Residential Group Head, Boston Residential Group; D. B. Middleton, Partner, Handel Architects; Richard Ortner, President, The Boston Conservatory

The Boston Conservatory’s mission is “educating exceptional performing artists.” When they embarked on planning, design, and construction on the Hemenway Project (a 40,000 s.f. multi-disciplinary performance and classroom building) they faced the same issues as many urban institutions: limited space, proximate neighbors, and pricey real estate. While working within the drama of an acute recession, it stayed true to its mission by devising creative financing strategies and choosing a flexible design strategy. This allowed the project to open on time and on budget.

Learning Outcomes:

  1. Determine ways for a small endowment, tuition-based school to leverage its assets to achieve its vision.
  2. Identify methods for defining programmatic needs early and measure them against the long-term institutional goals.
  3. Identify financing strategies and their influence on design decisions.
  4. List ways in which a project team can remain nimble in the face of a rapidly changing building and financing environment.

TAGS: Facility Fine And Performing Arts, Capital Funding, Master Planning

Continuing Education Credits:
AIA LU 1.0 unit (N11C15)AICP CM 1.0 unit

Thursday, March 17, 2011, 2:00 PM–3:00 PM
(CN025) Transforming Modernist Liabilities Into Sustainable Assets
 Presented by: Salvatore G. Filardi, Associate Vice Chancellor, Administrative Services, University of Massachusetts-Dartmouth; Catherine Fortier-Barnes, Assistant Dean of Library Services, University of Massachusetts-Dartmouth; Neil J. McElroy, Dean of Libraries & Information Technology Services & Special Assistant to the President for Information Technology Strategies, Lafayette College; Robert J. Miklos, President, designLAB architects

The renovations at the University of Massachusetts-Dartmouth and Lafayette College illustrate two strategies for how outmoded modernist libraries can be re-conceived to meet the changing programmatic, institutional, and sustainability needs of contemporary academic libraries. The projects have contrasting approaches, but common planning goals. First, the institutions sought to minimize project costs by re-use of as much existing infrastructure as possible (despite it’s many shortcomings). Second, the institutions sought to fundamentally change the library from a repository for books, to a center for social engagement.

Learning Outcomes:

  1. Utilize re-programming to increase the value of renovation projects.
  2. Improve energy efficiency in underperforming buildings.
  3. Optimize the inherent value of existing space.
  4. Provide identity branding through place-making.

TAGS: Facility Library, Renovation, Sustainability, Learning Space Design

Continuing Education Credits:
AIA LU/HSW/SD 1.0 unit (N11C25)AICP CM 1.0 unit

Thursday, March 17, 2011, 3:15 PM–3:45 PM
(TS001) Building Code Requirements for Existing Buildings
 Presented by: Kevin Hastings, R.W. Sullivan Engineering

We will review the major requirements of the International Existing Building Code, which has been adopted by many states as the primary code for existing building renovations. This code includes a number of different compliance options that will be explored. Additional code requirements related to energy conservation and accessibility in existing buildings will also be covered.

Learning Outcomes:

  1. Identify the correct, applicable codes for a renovation project.
  2. Develop understanding of the major code thresholds for existing building renovations.
  3. Incorporate code requirements into planning for future renovation projects.
  4. Improve ability to communication with local authorities having jurisdiction on existing building code issues.

TAGS: Building Codes Existing Buildings, Local/State Policies

Thursday, March 17, 2011, 3:15 PM–3:45 PM
(TS004) Integrative Master Plan Programming
Presented by: Ludmilla D. Pavlova-Gillham, Senior Facilities Planner, University of Massachusetts Amherst; Pamela Rooney, Assistant Director, Space & Asset Management, University of Massachusetts Amherst; Alexander Stepanov, GIS Architect, University of Massachusetts Amherst

Space allocation planning is a complex problem that requires the integration of multiple parameters – functional programs and their relationships, space utilization and needs assessment, and building condition analysis and capital planning. This session will report on the University of Massachusetts master plan program methodology and how our team is leveraging enterprise information systems (space, building and human resource data) and technologies (AutoCAD, MS Excel, MS Access, and GIS) to develop formulaic theoretical sizing for departmental space utilization and needs assessment.

Learning Outcomes:

  1. Evaluate strategies for integrating data from multiple sources and managing large data sets for campus-wide space needs assessment and planning.
  2. Determine how to develop credible data, apply space standards, and create dynamic documentation that will serve your institution today and in the future.
  3. Discover how the use of Geographic Information Systems (GIS) can be applied to the study and optimization of space allocation.
  4. Weigh alternative methods for visualizing facilities inventory, condition, and occupancy information that make the most of your information technology investments.

TAGS: Large Public Research, Space Management, Space Utilization, Space Analysis, Master Planning, Performance Measurement, Gis

Thursday, March 17, 2011, 3:15 PM–3:45 PM
(TS005) Planning to Present your Plan? Tips for Effective Presentations
 Presented by: Trina M. Learned, Director of Facilities, Northfield Mount Hermon School

As a planner, presenting your process, progress, and findings is often the critical link between your work and its successful implementation. Many planners are good listeners, practiced data collectors, capable information synthesizers, and clear writers; few are good presenters. This quick session will provide you with insiders' tips and techniques for effective presentations. I will guide you on structuring your materials - what you need to say, when you should say it, and what not to say, presenting yourself, and presenting your facts and figures to support, not confuse, your message. I will also discuss various methods of illustrating your presentation - including handouts, flip charts, and Powerpoint - and the applicability and effectiveness of each.

Learning Outcomes:

  1. Recognize strategies for effective presentations.
  2. Acquire a tool-kit for organizing your ideas and presenting them to decision-makers.
  3. Evaluate and support colleagues' presentations and make improvements for better effect.
  4. Overcome fears and shortcomings in your own public-speaking.

TAGS: Presentation Techniques

Thursday, March 17, 2011, 4:00 PM–5:00 PM
(CN035) Integrated Climate Action Planning on a Budget
 Presented by: Steve Burdic, Sustainability Coordinator, University of Missouri; Linda Eastley, Principal, Sasaki Associates; Meredith Elbaum, Director, Sustainable Design, Sasaki Associates

Of the close to 700 signatories of the American College and University Presidents Climate Commitment (ACUPCC), less than half have completed their Climate Action Plans. Those that have submitted plans differ significantly in terms of scope, process, and costs to complete them. This session will outline the various approaches to developing these plans and then present in detail an innovative, cost effective, approach to climate action planning implemented by the University of Missouri with Sasaki, by integrating the plan with the campus master plan.

Learning Outcomes:

  1. Recognize varied approaches to climate action planning.
  2. Create a realistic schedule and assemble the right team for developing a climate action plan.
  3. Evaluate a master plan for integrated sustainability.
  4. Identify key components of an intergrated climate action plan.

TAGS: Large Public Research, Sustainability, Acupcc, Master Planning

Continuing Education Credits:
AIA LU/HSW/SD 1.0 unit (N11C35)AICP CM 1.0 unit

Thursday, March 17, 2011, 4:00 PM–5:00 PM
(CN023) Mock-Up, Mock-Down Planning
Presented by: Carl Jay, Project Manager, Shawmut Design and Construction; Kevin Sullivan, Vice President, Shawmut Design and Construction; Gary Tondorf-Dick, MIT Plant Manager, Massachusetts Institute of Technology; William Vitkosky, Senior Project Manager, Massachusetts Institute of Technology

What factors need to be considered when a university determines how to manage the aging windows in their 100-year old core buildings, while balancing its need for sustainability with its available resources? The Massachusetts Institute of Technology has been involved in multiple planning studies over the past decade to solve this problem. When they developed a transformational pilot program to examine the windows in situ, with a full mock down/mock up process, they finally could objectively evaluate the real cost/benefit of various strategies for restoration, replacement, or renovation.

Learning Outcomes:

  1. Identify the steps in a transformational planning process for critical decision-making on whether to restore, replace, or renovate aging windows.
  2. Describe ways for doing more with less to maintain the existing physical plant.
  3. Determine steps for studying complex, historic, buildings to maximize their sustainability.
  4. Combine planning with action-focused and discovery-rich mock up's and mock down's.

TAGS: Historic Buildings, Sustainability, Design Process, In Situ Analysis

Continuing Education Credits:
AIA LU/HSW/SD 1.0 unit (N11C23)AICP CM 1.0 unit

Thursday, March 17, 2011, 4:00 PM–5:00 PM
(CN037) Project Delivery Methods: Choices and Construction Management in Lean Times
 Presented by: Scott Odell, The Whiting-Turner Contracting Company; Jeffrey G. Quackenbush, Lead Capital Project Manager, University of Massachusetts Amherst; Katie Wisienwski, The Whiting-Turner Contracting Company
The bidding and construction phase of capital projects is a complex array of management challenges that require particular attention to integrated planning of schedules, construction budgets and administrative adherence to all regulatory and legal requirements. While the legal framework for bidding and construction varies from state to state, the basic options available to Universities and Colleges through the construction management process are similar across the North Atlantic region. We will review four types of construction management methods for project delivery and present the UMass New Laboratory Science building as a case study in the Construction Management at Risk method of project delivery.

Learning Outcomes:

Discuss the different delivery methods of the Construction Documents; CM, GC, Design -Build

Discuss the Pros and Cons to the Owner and Design Team of each delivery method Select a Project we are currently working as CM and describe what the work involved with the pre-construction and construction phases
Discuss BIM/VDC and their uses in a project during pre-construction and construction

Thursday, March 17, 2011, 4:00 PM–5:00 PM
(CN028) Putting the Partner in Public/Private Partnerships: A Healthcare Training Collaboration
 Presented by: Todd Drake, Associate Principal, Ballinger; Thomas S. Riles, Executive Director, New York Simulation for the Health Sciences; Frank C. Spencer Professor of Surgery; Associate Dean for Medical Education & Technology, New York University; Dana Sunshine, Senior Project Manager, Public/Private Partnerships, CUNY System Office

Post – 9/11, City University of New York (CUNY) envisioned creating a major, state-of-the-art training center for simulated emergency response and related health care training. With the recession’s onset, CUNY focused on leveraging capital commitments to secure operational funding requirements for the technology-driven center. The session will elaborate on the benefits and challenges generated by the resulting public/private partnership between CUNY and New York University Medical Center, and the collaborative development of a center which will support the 21st century curricular agendas of both institutions.

Learning Outcomes:

  1. Leverage existing funding to address long- term economic uncertainties, while meeting program goals.
  2. Identify key requirements for successful public/private partnerships.
  3. Develop collaborative processes across institutions and across disciplines to create new learning environments.
  4. Identify benefits of investing in strategically planned, flexible, efficient, simulation training space that accommodates progressive technologies.

TAGS: Facility Medicine, Simulation, Partnerships, Town/Gown, Learning Space Design

Continuing Education Credits:
AIA LU 1.0 unit (N11C28)AICP CM 1.0 unit

Thursday, March 17, 2011, 4:00 PM–5:00 PM
(CN010) Williams College Comprehensive Energy Management Strategy
 Presented by: Mary E. House, Vice President, Energy Efficiency and Sustainability, Woodard & Curran; Diana E. Prideaux-Brune, Associate Vice President, Facilities, Williams College

Instituting a comprehensive energy management strategy was an opportunity for Williams College to reduce greenhouse gas emissions, save energy and money, and drive behavioral changes. Williams’ program integrates energy procurement, energy conservation, load management, renewable and alternative energy, and enhanced on-campus awareness by examining all aspects of energy consumption holistically. A proactive approach to energy procurement was developed and achieved real cost savings. Technical and behavioral conservation measures identified resulted in an energy reduction goal to complement the existing GHG goal.

Learning Outcomes:

  1. Review a strategic, comprehensive, energy management strategy to reduce greenhouse gas emissions, save energy and money, and drive behavioral change.
  2. Integrate sustainability objectives within a larger energy management framework.
  3. Analyze a range of energy procurement options within a school’s tolerance for risk.
  4. Identify technical and behavioral energy conservation measures.

TAGS: Energy Management, Sustainability, Change Management

Continuing Education Credits:
AIA LU/HSW/SD 1.0 unit (N11C10)AICP CM 1.0 unit

Friday, March 18, 2011, 9:00 AM–10:00 AM
(CN038) Facilities Stewardship: Prioritizing Needs in Support of Institutional Mission
 Presented by: Robert C. Hicks, Senior Project Manager, Symmes Maini & McKee Associates; Trina Mace Learned, Director, Operations for Facilities Management & Planning, Wellesley College

Continuing Education Credits:
AIA LU 1.0 unit (N11C38)

Friday, March 18, 2011, 9:00 AM–10:00 AM
(CN016) UMass Amherst Green Building Guidelines
 Presented by: Ludmilla D. Pavlova-Gillham, Senior Facilities Planner, University of Massachusetts Amherst; Jeff Quackenbush, Capital Project Manager, University of Massachusetts; Josh Stoffel, Sustainability Coordinator, University of Massachusetts Amherst

Meeting the American College and University President's Climate Commitment requires a multi-disciplinary approach to a multifaceted problem. This presentation will focus on how the University of Massachusetts-Amherst Sustainability Council’s Green Building Committee developed a set of design guidelines that document green building priorities in light of the environmental realities and mission of the University. The process depended upon the leadership of facilities professionals and the participation of many academic, administrative, and student stakeholders. The process delivered a comprehensive and dynamic product that will serve as a resource on green building design for the entire campus community.

Learning Outcomes:

  1. Recognize the critical role played by organizational leaders in advancing sustainability.
  2. Explain how green building standards contribute to carbon reduction targets.
  3. Identify integrative building design strategies and how they apply to the triple bottom line.
  4. Demonstrate how to apply the LEED Rating System to meet institutional goals.

TAGS: Sustainability, American College And University Presidents Climate Commitment, Leed

Continuing Education Credits:
AIA LU/HSW/SD 1.0 unit (N11C16)AICP CM 1.0 unit

Friday, March 18, 2011, 9:00 AM–11:15 AM
(CN014) Lean Thinking: A Proven Approach to Tackle Institutional Planning Challenges
 Presented by: Karl Kowitz, Smith College; Kelly C. Meade, Client Director / Lean Practitioner, Haley & Aldrich, Inc.; Joel Mooney, Senior Vice President, General Manager – Real Estate, Haley & Aldrich, Inc.

NOTE: This is a two-hour concurrent session from 9:00 AM to 11:00 AM.

"Lean" is a proven approach commonly used in manufacturing to increase customer value and reduce waste. Innovative institutions, planners, and design professionals who seek new approaches to effective collaboration and consensus building are now applying this results-oriented approach. In this session, the audience will participate in portions of a simulated “Kaizen” (rapid improvement event) to learn and practice applying lean principles and tools to find better ways to tackle a common planning challenge faced by Smith College.

Learning Outcomes:

  1. Recognize the benefits of using lean principles from manufacturing on campuses. In particular, the concept of identifying "value vs. waste" in campus planning can be universally applied to strategy, planning, and implementation challenges at any level of a system.
  2. Discover and begin using a new approach for effectively engaging stakeholders in seeing the "big picture" as a way to build consensus and support for planning programs.
  3. List the ways in which Value Stream Mapping (a lean tool) can be used to help all stakeholders with systems thinking and the identification of underlying issues.
  4. Solve a challenge in real-time through collaboration with other participants.

TAGS: Performance Measurement, Lean Systems, Planning Processes, Integrated Planning, Operations

Continuing Education Credits:
AIA LU 2.0 units (N11C14)AICP CM 2.0 units

Friday, March 18, 2011, 10:15 AM–11:15 AM
(CN034) Aligning Mission, Resources, and Vision: A Community Conversation with Town, Gown, and Non-Profits
 Presented by: E. Thomas Dowling, President, Greater Keene Chamber of Commerce; James B. Draper , Special Projects Liaison Director of Purchasing and Contract Services, Keene State College; Kenneth A. Schwartz, Principal, Corporate Planning Practice Leader, VHB | Vanasse Hangen Brustlin, Inc.

Building on earlier city-wide goal setting and visioning, a partnership came together in 2010 to participate in a community process that sought to define an integrated approach to the future revitalization of Gilbo Avenue, a significant street in the center of Keene, New Hampshire. The partnership consisted of a cross-section of the community and included, the City of Keene, Keene State College, Antioch University-New England, Keene Chamber of Commerce Foundation and Arts Alive!. Representatives of the partnership will present the process through which the broader community was engaged, while highlighting the respective mission(s) and shared objectives of the partnership.

Learning Outcomes:

  1. Examine the goals and objectives of various stakeholders engaged in a community-based planning process and learn to identify where both different and shared interests lie.
  2. Recognize how the varied mission and program/project objectives of key stakeholders-the city, institutions, and non-profits- may be translated into programmatic activities that reflect a broad-based consensus.
  3. Illustrate the interactive planning process by which the community has been engaged through effective outreach, communications, and participatory activities.
  4. Assess how discrete projects within the project area may be influenced relative to use, program, function, and funding as a result of specific outcomes of the planning process.

TAGS: Town/Gown, Partnerships, Master Planning

Continuing Education Credits:
AIA LU 1.0 unit (N11C34)AICP CM 1.0 unit

Friday, March 18, 2011, 10:15 AM–11:15 AM
(CN029) Integrated Planning Strategies to Manage Campus Facilities in Difficult Economic Times
 Presented by: Joyce M. Hatch, Vice Chancellor, Administration & Finance, University of Massachusetts Amherst; James A. Kadamus, Vice President, Sightlines

In an ever changing and volatile financial environment, having valid and reliable information and knowledge on how to invest capital and manage facility operations is critical if campuses want to make their case for resources. Learn how the University of Massachusetts- Amherst, a large public university, is using an integrated facilities planning strategy to make their case within the institution and to the state government, and to measure the impact of capital investments over time.

Learning Outcomes:

  1. Identify the steps in creating a diverse set of stakeholders for an integrated facilities planning process.
  2. Use a common vocabulary, performance measurement, and benchmarking tools to plan capital and facility operations in a holistic way.
  3. Apply the strategies and performance metrics used at the University of Massachusetts- Amherst to a campus.
  4. Create a planning framework to deal with difficult economic circumstances.

TAGS: Deferred Maintenance, Facility Various, Operations Planning, Performance Measurement

Continuing Education Credits:
AIA LU 1.0 unit (N11C29)AICP CM 1.0 unit

Friday, March 18, 2011, 11:30 AM–1:00 PM
(PL002) Closing Plenary and Lunch: What's the Mission? Where's the Money? Four CFOs Offer Insights and Strategies, both Distinct and Collaborative
 Presented by: Ruth Constantine, Vice President/Finance & Administration, Smith College; Joyce M. Hatch, Vice Chancellor, Administration & Finance, University of Massachusetts Amherst; Mary Jo Maydew, Vice President, Finance & Administration, Mount Holyoke College; Peter Shea, Treasurer, Amherst College

In 1965, four private, liberal arts colleges and the Amherst campus of the state university established one of the nation’s oldest academic consortia, Five Colleges Inc. Reflecting on the benefits of their collaboration as well as the distinctions of their respective institutions, this panel of Principal Business Officers from Amherst, Mount Holyoke and Smith Colleges, and the University of Massachusetts at Amherst will share their ideas, successes and challenges in response to recent economic conditions, resource limitations, sustainability, facilities re-investment and the Five College Consortium.