Learning Resources

Abstract: This article explores a methodology for assessing and managing the financial viability of private, tuition-dependent institutions as well as institutional tactics and strategies used to improve their financial strength. The resulting model will help institutions understand the trends and predictive value of key financial metrics directly impacting their liquidity and operations and how senior leadership can drive change. Institutional examples illustrate how to engage senior leadership in strategic decision-making that includes assessment of revenue growth and/or expense management.

Abstract: This discussion focused on the various resources publicly available for higher education institutions to review as they begin to contemplate how and when to re-open their physical locations. At recording time, the presenters had recently completed the URMIA “Checklist of Checklists for Returning to Campus,” in conjunction with the National Association of College and University Business Officers (NACUBO).

Abstract: Zero net energy (ZNE) is a formidable goal and one that is not easily grafted onto a project once the design is in progress. We will explain why it is necessary to evaluate ZNE opportunities before the request for proposal. This session outlines a process for leveraging energy modeling early to gauge and clarify ZNE feasibility and articulating the value proposition of high-performance design leadership. Come learn how to set meaningful energy targets, identify crucial design decisions, and demonstrate to stakeholders that setting ZNE goals is vital during procurement.

Abstract: Innovative leaders must promote and cultivate a data culture that informs decision making across an institution. In this session, we will discuss data strategies for capital and facilities planning that enable real-time mobile access to planning tools, automated project tracking, metrics, and building transparency in order to support the planning and execution process. Come learn about agile development of available open source tools that enable cost-effective data strategies, including automated processes, and the development and implementation of planning and execution tools.

Abstract: Universities and colleges across the country are faced with growth in the campus population and the loss of surface parking lots for new buildings. The response of many institutions is to build new garages with the assumption that parking demand ratios will remain the same. Such an approach, however, can be extremely expensive—upwards of $2,000 per net new space annually. In many cases, a mix of parking and demand reduction programs—such as shuttles, bicycle and pedestrian improvements, and financial incentives not to drive—can accommodate growth at a lower cost per trip. A balanced approach will also tend to support other goals, from improving town-gown relations to maintaining debt capacity. Demand management strategies have been employed by institutions for many years. However, it is less common for a cost-benefit analysis to be undertaken comparing them with new parking construction. Using examples from universities in California and Colorado, this article demonstrates a methodology to inform basic decisions on the amount of parking required to cater to campus growth, which can be incorporated into campus master planning.

Abstract: Recruiting and retaining women and minority faculty members is a particularly challenging workforce development issue facing many universities. This article summarizes current literature and the results of a survey of selected institutions to gauge responses to this challenge. All the survey respondents indicated that recruitment of women and minority candidates has been problematic, that retention problems vary, and that job placement is difficult and can negatively influence the recruitment and retention of women and minority faculty members. Job placement for partners has been most difficult for those universities located in small- to mid-sized cities. A variety of programs have been attempted to alleviate problems of recruitment and retention.

Abstract: Reflects on the growing trend to link construction and renovation with income-producing schemes: conferences, institutes, receptions, lectures, and other special events organized by outside groups in need of appropriate facilities. Focuses in particular on retail and hotel accommodations and fitness facilities as primary vehicles for generating revenues.