Learning Resources

Financial Planning for Central Utility Plant Decarbonization

Divide and Conquer the Lift Across Different Funding Options

By: Andrew Honeyman, BSME, and Paul Graves, BSME

Vital stakeholder feedback and consensus from various university departments reveal the proper approach to building issues. Institutions such as the University of North Dakota used technical planning to produce well-informed financial modeling and right-sized financial plans.

From Volume 52 Number 2 | January–March 2024

Abstract: Implementing central utility plant (CUP) decarbonization projects requires strategic financial planning, collaboration, and consensus-building from the entire university community. This article describes gathering support from facilities management, executive staff, and lawmakers through technical and financial charrettes. Learn how technical planning produces well-informed financial modeling and right-sized financial plans, and how shared planning between design teams and facility planners creates tailored funding options, including IRA incentives, to fund decarbonization.

Institutions Mentioned: University of North Dakota, Kentucky State University
Planning Types: Campus Planning
Tags: Alignment, Carbon Neutral, Energy Infrastructure, Engaging Stakeholders, Facilities Funding, Facilities Planning, Public-Private Partnerships (P3), Sustainability (Environmental)

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Conference Presentations

Published
March 5, 2024

New School of Nursing: Innovative Educational Technologies Wrapped in Tradition

By: Debra Nauta-Rodriguez, The Catholic University of America | Nicole Ostrander, Ayers Saint Gross | Jennifer Stone, Robert A.M. Stern Architects | Thomas Striegel, The Catholic University of America

Many campuses face challenges integrating with their surrounding urban contexts. Gateway buildings along campus edges can reinvigorate campus-city connectivity while a contextual design can contribute to an institution’s sense of place.

Abstract: Many campuses face challenges integrating with their surrounding urban contexts. Gateway buildings along campus edges can reinvigorate campus-city connectivity while a contextual design can contribute to an institution’s sense of place. The Catholic University of America’s newly completed School of Nursing and gateway plaza serves as a threshold between the urban fabric and pastoral landscape with a collegiate gothic exterior and an educationally advanced, innovative interior. This session will illustrate a project case study that engages the surrounding urban context with sustainable, responsible design, combining a historically responsive exterior with technology-rich, contemporary interior spaces.

Planning Types: Campus Planning
Tags: Facilities Design, Flexible Learning Spaces, Landscape / Open Space, Leadership in Energy and Environmental Design (LEED), Learning Environments, Medical / Allied Health Facility

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Overcoming a $90M Budget Overage in Vanderbilt University’s Residential Colleges

A Multifaceted Team Worked Collaboratively to Stem Overruns

By: David Bailey, BA, AIA, LEED AP, and Walt Massey, BA

The University, architects, engineers, strategic planning consultants, and contractor teams worked hand in hand to peel back the onion to stem the overruns.

From Volume 52 Number 1 | October–December 2023

Abstract: When Vanderbilt University began seeing signs that cost escalation, scope additions, campus requirements, and authentic Collegiate Gothic architecture for their proposed new residence halls were all pressuring the budget, a multifaceted team worked collaboratively and arduously to stem the overruns.

Institutions Mentioned: Vanderbilt University
Planning Types: Campus Planning
Tags: Academic Facility, Engaging Stakeholders, Facilities Design, Facilities Planning, Implementation, Leadership in Energy and Environmental Design (LEED), Mixed-Use, Modifying the Plan, Project Management, Project Management / Delivery, Student Housing

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Webinar Recordings

Published
October 25, 2023

Achieving Big Carbon Reduction Goals With Small Targeted Building Actions

By: Rebecca Berry, AIA, LEED AP, Finegold Alexander Architects | Lara Pfadt, AIA, LEED AP, CPHC, Finegold Alexander Architects | Michelle Maheu, Wellesley College | Jess Farber, PE, WELL AP, CMTA

This session will provide insight on useful data types for existing building stock and a process for existing conditions exploration to address carbon neutral goals and deferred maintenance within time and budget constraints.

Planning Types: Campus Planning
Tags: Carbon Neutral, Deferred Maintenance, Facilities Planning, Sustainability (Environmental)

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Decarb Buy-in: Creating a Culture of Decarbonization

By: Lilian Asperin, WRNS | Lisa Dulude, University of Washington | Debra Smith, University of California Davis | Lindsey Rowell, California State University

Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations.

Abstract: Decarbonization sits at the nexus of integrated planning. Gain buy-in by engaging students, faculty, staff, industry partners, and the broader community across all campus facets to create a culture of decarbonization that yields tangible outcomes. Decarbonization requires thinking big and working together. Universities are uniquely positioned to model innovative planning approaches to decarbonization, revealing what’s possible at different scales, from individuals to broader organizations. Attendees will gain tools for implementing decarbonization plans aligned with institutional missions. Develop strategies to build consensus, align on priorities, think big, and create a culture of decarbonization defined by new models of practice.

Planning Types: Campus Planning
Tags: Carbon Neutral, Engaging Stakeholders, Sustainability (Environmental), Zero Net Energy (ZNE)

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What Is Your Crisis ‘What If’?

Create a Sustainable Approach to Emergency Response Planning

By: Jessica A. Luedtke, PhD, and Mary M. Reinke, MBA, MS

The Medical College of Wisconsin planned strategically, engaged executive leadership, and operationalized an Administrative Response Team to navigate critical incidents impacting the university.

From Volume 51 Number 3 | April–June 2023

Institutions Mentioned: Medical College of Wisconsin
Planning Types: Continuity Planning
Tags: Building (or Writing) the Plan, Communication, Crisis and Disaster Management, External Collaboration / Partnerships, Leadership, Medical / Allied Health Education, Modifying the Plan, Recovery Planning, Response Planning, Risk Management, Scenario Planning, Security

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Use Evidence to Plan Facilities That Drive Student Success

By: Elliot Felix

In this article, the author draws upon research from his book How to Get the Most Out of College to highlight the evidence that campus planners and designers can use to help drive student success.

Abstract: Colleges and universities are in the midst of a transition from an access mindset to a success mindset, and campus facilities can play a role in this shift. Institutions don’t have to guess at how—a large body of research can and should inform how we plan, design, and operate our campuses. In this article, the author draws upon research from his book How to Get the Most Out of College to highlight the evidence that campus planners and designers can use to help drive student success.

Institutions Mentioned: University of Rochester, Arizona State University-Tempe
Planning Types: Campus Planning
Tags: Diversity Equity and Inclusion (DEI), Facilities Design, Facilities Planning, Learning Commons, Learning Environments, Student Experience, Student Housing, Student Retention, Student Support Services

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Campus Historic Preservation and Adaptive Reuse

Leverage These Tools to Achieve Your Planning and Sustainability Goals

By: Meaghan Finney, MS, and Michael Patrick, M.Arch, AIA, NCARB, LEED AP

By integrating historic buildings into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today.

From Volume 50 Number 4 | July–September 2022

Abstract: Historic campus buildings are often perceived as a burden, but by integrating them into your campus planning, their continued reuse can help solve some of the specific challenges facing university planners today, specifically in the context of sustainability. There are numerous case studies that demonstrate the successful adaptive reuse of varied campus buildings as well as an undeniable body of evidence showing the benefits of such an approach in working toward carbon neutrality. As long-term stewards of their built environments, colleges and universities are uniquely positioned to realize enduring savings from investing in the energy performance of existing buildings.

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A Practical Guide to Strategic Planning in Higher Education

Second Edition, with New and Updated Content

By: Karen E. Hinton, PhD

A resource for anyone engaged in college or university strategic planning, and an excellent primer for planning committees. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

Abstract: A Practical Guide to Strategic Planning in Higher Education is a resource for anyone engaged in college or university strategic planning; it is also an excellent primer for planning committees. Using clear definitions, practical tips, and examples drawn from actual situations, this short book acts as a manual for both experienced planners and those who are new to the process. This second edition also contains new strategies for using an institution’s strategic plan during times of institutional upheaval, and additional techniques for jump-starting various parts of the planning process.

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Blog Post

Published
July 6, 2022

What Is a Bridge Plan?

(And Does Your Institution Need One?)

By: Sadie Wutka, Director of Content Strategy, SCUP

A bridge plan allows a college or university to continue to pursue defined strategic pathways during times of uncertainty or rapid, unpredictable change. It’s also a good solution for when faculty and staff are overwhelmed due to a highly volatile, uncertain, complex and ambiguous (VUCA) environment.

Planning Types: Strategic Planning
Tags: Adaptable Plans, Bridge Planning, Change Management, COVID-19, Disruptive Change, Modifying the Plan, Organizational Change

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