Learning Resources

Abstract: This article provides an overview of the process for the design of a new institutional chart of accounts. It includes some background as to the nature and purpose of a chart of accounts and also speaks to the details of the design process. Implications for data security and usability through design are highlighted, and practical tips on the process to ensure inclusion are featured.

Abstract: A budget model shapes the way a campus operates in a fundamental way. Redesigning a campus budget model could actually happen relatively quickly from a technical standpoint. However, extensive engagement, collaboration, and conversation are key to a successful implementation. In this article, the authors chart the budget model redesign process at UC Riverside, which followed a uniquely grassroots approach. Changing the budget model at UC Riverside was about changing mind-sets, incentives, and behaviors—not just about the numbers. UC Riverside’s phased approach to its redesign process may be instructive to other higher education institutions considering undertaking such a major change initiative.

Abstract: As colleges and universities plan efforts to improve financial reporting and analysis, which often entail making costly investments in new systems and tools, they should first evaluate whether to redesign the institution’s chart of accounts. The chart of accounts is the DNA of financial reports and is used to track financial activity across the institution. This article proposes a planning, evaluation, and design process for a new chart of accounts and identifies key considerations for leaders undertaking this effort.

Abstract: Beginning with the 2016–2017 academic year, Rosemont College took the bold step of reducing its tuition by 43 percent in an initiative termed “Our Tuition Promise.” The initial announcement generated national news coverage and resulted in a significant increase in applications.
Rosemont made this shift because it believed it was the right thing to do and was in keeping with the college’s mission and values. The process from start to finish was the result of a year of research and careful planning. While the headlines were big and up-front with the basic details, here is a behind-the-scenes look at how Rosemont College reset its tuition.

Abstract: Public-private partnerships—in which public and private sector entities partner to deliver a service or facility for the use of the general public—are spreading in the United States and elsewhere as cash-strapped public entities seek investment funds from private sources. However, it is important not to let immediate challenges and opportunities cause one to lose sight of long-term obligations. In this article, we underscore the importance of taking the long view and share lessons learned regarding finance, planning, and negotiation at institutions that have employed the P3 process. We also offer additional best practices regarding campus master planning to ensure a successful P3 process while maintaining the long-term integrity of the campus.

Abstract: The imperative for higher education institutions to dramatically reduce greenhouse gas emissions is driven by the energy required to sustain their campus facilities and by rapid, irreversible changes to the climate that threaten global infrastructures. This article provides a framework that comprehensively addresses campus facilities’ energy consumption reduction and conversion to renewable resources while helping building users become more aware of how their actions impact greenhouse gas emissions. Case studies illustrate how two different institutions developed campus energy master plans and set incremental goals toward carbon neutrality and net-zero fossil fuel energy consumption.

Abstract: This article presents the research, design options, and space planning guidelines prepared for Montgomery College specifically for spaces designed to address the needs of an increasingly diverse student body. The guidelines cover gender-inclusive restrooms and locker facilities for transgender people, lactation rooms for nursing mothers, and serenity space for an increasing Muslim population and others. Extensive research conducted by Stantec and Inquiry2Solutions informed the guidelines. The research included a review of the college’s institutional policies and governance structure; interviews with students, faculty, and staff as well as colleagues across the United States and personnel from relevant professional associations; and discussions with associations that support the needs of LGBTQ students and institutions that have begun to address these kinds of space planning. Foremost, the planning team learned that there are few space planning guidelines to meet these needs.
Montgomery College is charting new territory with the adoption of these space planning guidelines and has helped establish an important benchmark in this emerging area of campus planning.

Abstract: Establishing the need for both academic program and facilities expansion is key to the success of any long-range planning process. Analyzing return on investment (ROI) is a beneficial yet underutilized metric to use in validating those needs. In a time when public funding is decreasing, it is advantageous to develop capital improvement plans that demonstrate how to achieve maximum financial benefits from the investment in major construction and renovation projects. This article demonstrates how a comprehensive master facilities planning process at Central Piedmont Community College in Charlotte, NC, will help persuade county officials to support a $687 million capital campaign resulting in a positive ROI to students, the institution, and the community.

Abstract: We live at a time when increasing numbers of Americans consume food prepared away from home. This trend, along with poor dietary choices and lack of access to healthy, sustainably sourced food, contributes to a reduced quality of life and the onset of preventable disease.
The Culinary Arts and Sustainable Food Systems curriculum recently approved by the Kalamazoo Valley Community College trustees reflects the college’s belief that best practices in urban agriculture, the latest developments in culinary and food production research and technology, and the transformative power of education will improve the health and well-being of our citizens and help sustain our communities. The college believes that culinary and food professionals can serve as positive change agents in society.