Subject:
Governance and Organization
 
Policy:
Space Planning & Management
 
Effective date:
January 8, 2014
 
Revised date:
January 10, 2018
 
Review date:
January 2021

 

 
Responsible Party:
Space Management Committee
 


100.00 Introduction and Purpose

Montana State University’s (MSU) Bozeman campus is comprised of more than 200 various academic, research and auxiliary services buildings.  As of 2017, 51 state-funded and maintained academic buildings encompass nearly two million gross square feet excluding leased facilities.

Physical space can be a limiting resource in the development, advancement and improvement of MSU’s academic and research programs; therefore, effective utilization of this valuable resource is essential to the success of the University, its faculty and its students. Space is a critical university-owned resource and is subject to allocation, evaluation and reallocation to meet the overall needs and priorities of the institution. Stewardship of space resources is a joint effort between all University staff, faculty and students and relies upon everyone to ensure that space is used to support student success, foster collaborative research and promote positive work environments.

The Space Management Policy establishes a framework for the efficient use, equitable allocation and periodic review of MSU’s physical resources to support the University’s mission1. Space allocation and reallocation cannot be handled in an ad-hoc manner on a long-term basis without subsequent space issues arising. As such, this policy is intended to provide a basis for transparent space decisions that maintain a proper balance between teaching, research, student success, engagement and outreach, and administrative functions on campus.

 

 

101.00 Space Management Committee

 

The Space Management Committee (SMC)2 is comprised of members from various campus constituents that embody a holistic view of University space resources and advise the University President regarding space planning and management decisions.

 

101.10 Space Management Committee Charge

 

SMC serves as an advisory to the President and is responsible for developing policies and plans that promote stewardship of all University space resources including academic, athletic, auxiliary and research spaces; ensuring that such policies and plans align with theUniversity Strategic Plan3; and prioritizing institutional needs for equitable and efficient allocations of space resources. Additionally, SMC reports on various space studies and provides recommendations to the President regarding University spaces.

 

102.00 Research Space Committee

 

The Vice President for Research and Economic Development (VPRED)4 will convene and chair a Research Space Committee (RSC) consisting of the Provost or his/her designee and other constituent representatives deemed appropriate by VPRED (e.g., deans, department heads, faculty, unit heads/directors) with at least two members from the Space Management Committee apart from the designated representative for the VPRED’s office as well as the managing director of the Office of Space Planning and Management (SPM).

 

102.10 Research Space Sub-Committee Charge

 

RSC serves as a sub-committee to SMC and specifically reviews research space requests. In conjunction with VPRED, RSC will prioritize the assignment of research space in the best interests of MSU research and creative activities consistent with the University’s Space Management Policy and research space priorities listed in Guidelines for Allocation & Management of Research Space5. The Sub-Committee is responsible for recommending – subject to the President’s approval – the allocation of research space within buildings. RSC will make recommendations to SMC for research spaces regardless of whether the uses result in a Facilities Inventory and Classification Manual (FICM)6 code change. SMC will then forward or modify the request to the President for approval.

 

103.00 Office of Space Planning and Management

 

The Office of Space Planning and Management (SPM)7 serves as a professional resource regarding space assets on and off campus; provides effective stewardship of the space inventory database; manages space requests; facilitates an annual space survey and conducts space audits; supports campus moves; and provides accurate and timely space inventory and utilization reports to inform decision-makers about short- and long-term space needs.

 

103.10 Office of Space Planning and Management Mission

 

SPM is charged with the stewardship of all campus spaces; reviews, maintains and analyzes spaces to assist University leadership on how best to utilize space resources in an efficient yet flexible manner to support the University Mission; provides data and analyses as requested; and assists SMC in making transparent recommendations on space that align with the University Strategic Plan3.

 

200.00  Policy

 

201.00 General

 

1.       The University, and not any academic unit (college, department, office, center, group or individual) within the University, is the owner of its physical space resources.

 

  1. All buildings on campus including leased facilities within or apart from campus are subject to this policy. Instructional or research space within auxiliary, athletic facilities, and student-fee funded buildings are subject to this policy. Remaining spaces within auxiliary, athletic facilities, and student-fee funded buildings are exempt from this policy.

 

3.       Allocation of space will be the President’s decision, with the University’s Space Management Committee (SMC)2 providing recommendations for all space to the President.

 

4.       The President may delegate minor space decisions to SMC or SPM depending upon the nature of the request. Such requests are outlined in SMC’s Principles and Procedures8.

 

5.       All space is subject to allocation and reallocation to align with the University Strategic Plan3, institutional priorities, and best interests of the University and its programs. Space requests that directly support education and research, including activities that support the student experience, will be prioritized. Short and long-term priorities will be considered to promote fiscal responsibility and equitable space allocations for the University’s need and not for a single department or college.

 

6.       Overflow or flexible space shall be preserved to ensure departments and the University can adequately address moves and changing staffing requirements.

 

7.       Efficiency is balanced with flexibility to ensure proper stewardship of space resources and to achieve utilization rates outlined in the Space Standards and Target Utilization Rates9.  

 

8.       Colleges and departments that create or develop interdisciplinary or interdepartmental projects should be prioritized when making space requests to promote collaboration and foster new pedagogies.    

 

9.       Space requests will not be considered on historical grounds such as prior practices, informal discussions or past use. All existing Space Management Lease Agreements and Use Agreements will be maintained until the date specified within the document. If no date is specified, such Agreements will be granted a one-year grace period to prepare a space request and presentation to the SMC.

 

10.   All units shall adhere to Space Standards and Target Utilization Rates9. Changes in room or building configurations shall follow the processes identified in the Space Management Principles and Procedures8. Deans, department chairs, associate or assistant vice presidents, and directors/managers are responsible for ensuring that their allocated space is used efficiently and in accordance with the documents herein referenced.

 

11.   When space becomes vacant and is available for reallocation (e.g. resulting from program elimination, substantial reduction in program size, relocation of a program, etc.) the space reverts to the University space pool per Space Management Principles and Procedures8.

 

12.   All instructional space including classrooms, conference rooms, instructional and computer labs - whether scheduled by the registrar or a department - will be scheduled through the university scheduling software.

 

13.   All space occupancy changes will be reported to SPM per the Space Management Principles and Procedures8 to maintain data reliability.

 

14.   A space request must be submitted and approved in accordance the Space Management Principles and Procedures before any change can be made to existing space allocations including research spaces. Conversion of existing space to other functional uses/occupancies (FICM6 code changes) is prohibited except when the Space Management Committee2 provides a recommendation and the President approves the request.

 

15.   All campus moves shall be coordinated with the SPM regardless if the move is within the same building, department or college to maintain data reliability and ensure proper stewardship of University space resources. Key requests involving a move shall be coordinated through SPM.

 

16.   When required by the Office of Disability Services and the MSU ADA Coordinator, spaces shall meet the minimum requirements for the Americans with Disability Acts (ADA) specifically Section 504 of the Rehabilitation Act of 1973 and Title II of the Americans with Disabilities Act of 1990 and its amendments of 2008. An alternative plan shall be made available to students and staff when requesting an ADA space including the use of the following spaces for instructional purposes: classroom, office, lab, conference room or other space resource.

 

202.00 Prioritizing Space

 

1.       Space allocations that maintain an inventory of swing space to meet emerging needs will be prioritized.

 

2.       Space requests that include shared spaces including interdisciplinary teams with other colleges, departments, offices, and groups will be given priority to maximize the efficiency of space utilization and to expand opportunities for collaboration.

 

3.       Occupancy of MSU-owned space will be given preference over rental space. When appropriate, space allocation that alleviates third party rents will receive a greater consideration.

 

4.       Reuse of existing space shall be prioritized above new spaces to promote fiscal responsibility and sustainability. Units that provide evidence of space utilization through continuous improvements and efficient layouts, and demonstrate programmatic need will receive greater consideration for additional space.

 

5.       Space accommodating people will be prioritized and privileged more than other uses such as storage and supply/copier rooms.

 

6.       Units adhering to Space Standards and Target Utilization Rates9will receive preference when submitting space requests.

 

203.00 Office Space

 

1.       Office space is prioritized for MSU employees including faculty or staff on a classified, temporary fixed-term appointment and temporary employees as defined in the Personnel Policy and Procedures Manual, 300.00 Employment Categories and Conditions10. Employees will be allocated space for conducting work per the Space Occupant Classification and recommended office type in the Space Standards and Target Utilization Rates guidelines.

 

2.       All non-employee appointments as defined by the Non-Employee Appointment policy11 including contract workers may be granted office space only through a space management agreement and when space is adequately available. Specific dates for occupancy, square footage allotted and value provided to the University shall be included in the agreement along with other conditions of approval that may be deemed appropriate by SMC.

 

3.       Allocation of multiple offices shall only be approved by SMC. Faculty or staff with multiple appointments and persons with staff in multiple buildings may be allocated a secondary office space, provided it is not located within the same building as the primary office. A secondary space must be a shared office or workstation in a building other than the primary office and must follow utilization rates for such space.  For individuals in multiple roles, the office space is related to the primary role and function for the total FTE. No employee will be assigned more than one office and may be assigned an additional workstation if space permits such a use and a need is approved by SMC.  If employees currently have two private offices, they should work with their supervisor to notify SPM and decide which office they will keep as their primary office. All secondary offices regardless of function shall be vacated within 90 days once identified by SPM. Non-employee personnel will not be allocated a second office.  

 

4.       Requests for additional office space requires written justification that includes an audit of the department/group/center’s current space. Exceptional cases may be presented to SMC for consideration when a primary office is located off the main campus as defined by SMC.   

 

5.       Units occupying office space exceeding standards (i.e. through staff and/or program reduction or redirection) should notify SPM for an audit to determine a possible reallocation of space.

 

  1. Units and individuals are subject to the Misuse of Space Resources12 found in Principles and Procedures8 regarding office spaces.

 

7.       Emeritus professors may be allocated a private office for one year after retirement. Thereafter, emeritus professors will be allocated a shared office on campus when they are actively engaged in substantial ongoing work that serves the University. Eligible work may include teaching, research, publication and service when serving on a university committee. Emeritus professors not engaged in eligible work will not be allocated space. Emeritus professors that are directly employed apart from or in conjunction with eligible activities may be allocated an office per the Space Standards and Target Utilization Rates9 and with a recommendation from SMC and approval from the President. 

 

8.       ADA office spaces shall be provided at reasonable locations for faculty and staff that require such accommodations. At a minimum, three offices dispersed across campus and near ADA parking spaces shall be provided for use on a temporary basis: up to six continuous months. If a long-term solution is required, the managing director of SPM will collaborate with the MSU ADA Coordinator to find alternative solutions.

 

9.       Auxiliary and athletic facilities shall follow the space standards referenced in this policy for office use and allocation.

 

204.00 Conference Room Space

 

  1. Conference rooms are a university-wide resource and do not belong to individual colleges, departments, programs, centers, groups or individuals. Conference rooms may be used as instructional space and follow similar scheduling and use guidelines as classrooms and instructional laboratories.
  2. Conference spaces shall be scheduled through the University scheduling software and can be used by multiple departments to optimize utilization across campus.
  3. Priority and distributive scheduling practices may be utilized to facilitate efficiencies and minimize disruptions.  Departments within buildings that contain conference rooms will be given priority scheduling at the beginning of each semester.
  4. SMC may delegate certain conference rooms as receiving priority scheduling for the President or other pertinent offices as identified by SMC. In such instances, existing reservations may be cancelled prior to or during a meeting.  
  5. Conference spaces are subject to periodic audits to ensure they are being used as scheduled and maintained appropriately.
  6. Units and individuals including student groups are subject to the Misuse of Space Resources12 found inPrinciples and Procedures8 regarding conference rooms.
  7. Conference rooms will continue to  be scheduled to accommodate emergencies, ADA requests or similar instances when other instructional spaces such as classrooms are not available.
  8. Auditorium spaces shall be scheduled through the University scheduling software and can be used for instructional purposes when not in use. However, departments will have priority scheduling for these spaces to ensure adequate meeting space is available.  
  9. Student groups, which are registered with the Office of Student Engagement13, may reserve conference spaces during normal building operating hours.
  10. Non-MSU persons or groups may only reserve conference spaces that are managed by Conference and Event Services14.

 

205.00 Research Space

 

1.       Research space encompasses all space that is primarily intended and used for conducting research and creative activities; graduate training of individuals in research or creative activities; functions that support research or creative activities; and spaces that directly serve one or more research or creative activities labs as an extension of the activities in those labs.

 

2.       Faculty serving in a research role may be allocated a research office and/or a research laboratory to conduct research activities. If allocated a research office, faculty must either choose to retain their teaching office or research office. Faculty and staff shall abide by section 203-3, which pertains to the allocation of second offices.

 

3.       Research space is allocated based on programmatic needs and priorities as determined by the Vice President of Research and Economic Development (VPRED)4 and shall be subject to the Guidelines of Allocation and Management of Research Space5. Space changes that result in a FICM6 code change shall first be presented to RSC with a formal recommendation coming from SMC.

 

4.       Research space allocations should be based on existing facilities, where possible, to ensure that current facilities are fully utilized before pursuing major construction or renovations. Space renovations must follow University processes to ensure that utilization meets the strategic needs of the University.

 

5.       Research space allocations will be consistent with University policy and the policies and principles set forth by the SMC, internal guidelines, principles and processes developed by VPRED including Guidelines for Allocation & Management of Research Space5, and in conjunction with the RSC recommendations.

 

6.       Lab spaces - including both research and instructional - shall be shared and do not belong to a specific principal investigator, faculty member or college/department. Equipment shall be accounted for when determining allocations to preserve existing space features, foster continuity without undue hardship and prevent contamination of research from incompatible uses within the same space.

 

7.       Conversion of existing space to any other functional use or occupancy (including a change in personnel with the same function or a change in the function of the person occupying the space) is prohibited except when accomplished through a recommendation of SMC and the approval of the President. All space occupancy changes will be reported through the prescribed process in Principles and Procedures8 to maintain data reliability.

 

8.       Facility Use Agreements for non-MSU persons shall only be approved when research space is available and not currently used by MSU Faculty or for MSU-related research activities.

 

9.       The Office of Research Compliance15 shall conduct a safety assessment when a lab space is allocated to ensure proper safety measures and compliance practices are implemented prior to recommendations being made and faculty/staff/students occupying the space.

 

300.00    Procedures

 

SMC will promulgate principles, procedures and guidelines as necessary to meet this policy and SMC’s charge. SMC reviews all space requests and shall provide recommendations to the President for approval. The President may delegate space decisions to SMC or SPM for minor space requests.  The President may also delegate space decisions as necessary to the RSC for all spaces that are funded through research dollars. SPM and SMC may abdicate the decision for non-FICM code changes or office allocations as needed.

 

301.00 Decision Process

 

1.       Office of Space Planning and Management7 meets with the requester and associated deans that may be affected by the space request.

 

2.       SPM makes a recommendation to SMC regarding space requests.

 

3.       Requester(s) or affected stakeholder(s) may appeal SPM’s recommendation to SMC at the space management committee meeting.

 

4.       SMC considers the request and any appeals from either party, and may modify the request before making a formal recommendation to the President.

 

5.       The President approves, denies or modifies SMC’s space recommendation.

 

6.       The President’s decision regarding space is final.

 

7.       The President may delegate space decisions to SMC or SPM for minor space requests as outlined in the Space Management Principles and Procedures8.

 

302.00 Space Standards and Target Utilization Rates; Space Management Principles and Procedures; Guidelines for Allocation & Management of Research Space

 

These documents will be used to inform and guide SMC, RSC, and SPM. The documents may be periodically updated to reflect changing standards and best practices for space planning and management across the University campus. Specific principles, procedures and standards identified in the documents referenced in Space Standards and Target Utilization Rates9; Space Management Principles and Procedures8; and Guidelines for Allocation and Management of Research Space5are herein incorporated. 

 

303.00 Subcommittees

 

Subcommittees may be established to analyze or explore specific space issues and policies. Subcommittees shall bring forth recommendations to SMC or RSC for discussion and recommendation. The SMC Chair appoints members to various subcommittees as needed.

 

304.00 Research Space Recommendations and Inventory

 

It is incumbent upon the Research Space Committee, in conjunction with VPRED, to prioritize the assignment of research space in the best interests of MSU research and creative activities consistent with the university Space Management Policy and research space priorities listed in Guidelines for Allocation & Management of Research Space5.

 

VPRED will report the results of the research space inventory and space allocations to the SMC annually along with recommendations as outlined in the process section of Guidelines for Allocation & Management of Research Space5.

 

305.00 Auxiliary, Athletic and Student-Fee Funded Building Space Allocations

 

Only space allocations pertaining to academic, instructional and research uses within auxiliary, athletic and student-fee funded buildings are subject to this policy. Spaces within student-fee funded buildings require input from ASMSU16 and shall follow internal building policies for space decisions including priority scheduling within those facilities. Spaces leased to third parties within these buildings are exempt from this policy but are subject to other MSU policies pertaining to use agreements including MOUs. Building oversight committees within these facilities shall help determine how spaces are allocated within the respective buildings that they advise.

 

 

 

400.00  Internal Controls

 

University executives, deans and department heads, and directors, are responsible for space stewardship and for accounting and reporting the space allocated to their units in accordance with this policy as well as abiding by the standards, principles, and procedures established by the Space Management Committee2. SPM is responsible for managing a central database and handling all space requests.  

 

500.00  Definitions

 

Classroom: A room or space used primarily for instruction of classes and that is not tied to a specific subject or discipline by equipment in the room or the configuration of the space.

 

Conference Room: A space serving an office complex, building or group of buildings and used primarily for staff meetings and departmental activities including instruction.

 

FICM6: Facilities Inventory and Classification Manual; Space use codes employed to classify assignable space by use within campus facilities.

 

Fixed-Term Employee: A classified, temporary fixed-term appointments are positions used to accommodate the need for temporary personnel that will not exceed one calendar year (or less depending upon applicable collective bargaining agreement), or where the position is not intended to become permanent. In no event shall the appointment exceed a period of one year.

 

FTE: Full-Time Equivalent for the hours worked by one employee on a full-time basis or the fraction of hours based on a full-time basis for an employee working part time.

 

Instructional Laboratory:  A space used primarily for formally or regularly scheduled instruction that requires special purpose equipment or a specific space configuration for student participation, experimentation, observation, or practice in an academic discipline. A space is considered scheduled if the activities generate weekly student contact hours. A space used for instructing or teaching including conference rooms, instructional laboratories, clinical areas, assemblies, or meeting rooms.

 

Meeting Room: A room that is used for a variety of non-class meetings and available to all students, staff and the public; examples include spaces for study groups, boards, community groups, student groups. Meeting rooms can be for-fee spaces on campus.

 

Minor Occupancy Changes: Changes to a space resulting in impacts to occupancy that either reduce or increase occupancy for two or fewer people.

 

Montana State University (MSU) Employee: Employees classified as faculty, staff, and collective bargaining trades within the University.

 

Net Assignable Square Footage (NASF): The sum of all areas on all floors of a building allocated to, or available for allocation to, an occupant or specific use.

 

Net Non-Usable Square Footage: (NNUSF):The sum of all areas on all floors of a building not available for allocation to an occupant or specific use but necessary for the general operation of a building.

 

Net Usable Square Footage (NUSF): The sum of all areas on all floors of a building allocated to, or available for allocation to, an occupant or specific use, or necessary for the general operation of a building.

 

Non-Employee Personnel: Personnel defined in the University’s Non-Employee Appointments policy.  

 

Office: A space housing faculty, staff, or students working at one or more desks, tables, or workstations.

 

Open Laboratory: A laboratory used primarily for individual or group instruction that is informally scheduled, unscheduled, or open.

 

Research Laboratory: A space used for laboratory experimentation, research, or training in research methods; professional research and observation; or structured creative activity within a specific program or for sponsored research (sponsored with federal, state, private, or institutional funds).

 

Shared Space: A space that is shared between two or more departments or groups within the same room(s)/suite on the same floor within the same building. Shared spaces can be split between different floors or buildings but must contain staff from each department or group sharing the space on each floor and building.

 

Significant Alteration: An alteration to a space resulting in more than ten percent of the gross floor area being altered, renovated, changed, improved or reconfigured.

 

Space Management Lease Agreement: A lease agreement specifically between the University and a third party, overseen by the Office of Space Planning and Management outlining the terms of agreement for space on campus; lease may include dates of occupancy, square footage allotment, improvements required, value provided to the university and other conditions as deemed appropriate by the SMC.

 

Temporary Employee: Classified short-term appointments are positions used to fill short-term needs that do not exceed 90 days in a 12-month period.

 

Underutilized Space: Space that does not meet the requirements for space utilization as outlined in Space Standards and Target Utilization Rates.

 

Unit(s): A college, department, center, office, institution, group or individual either employed or associated with the university.

 

University Space Pool: A repository of vacant spaces to be allocated or reallocated.

 

Unoccupied Space: Space that at the time of an inventory, annual space survey or audit is not assigned to any faculty or staff members but is allocated to a department or under renovation.

 

Vacant Space: Space that has been unoccupied for 90 consecutive days and is then allocated to the University space pool for reallocation.

 

Space Management Principles and Procedures

Space Management Standards and Utilization Rates

References

 

1Montana State University Planning Council, 2012. Montana State University's Strategic Plan. Mission and Vision. [online] Bozeman. Available from: http://www.montana.edu/strategicplan/vision.html [Accessed December 2017]

 

2Space Management Committee, 2017, March 1. Available from: http://www.montana.edu/spm/smc.html [Accessed December, 2017] 

 

3Montana State University Planning Council, 2012. Montana State University’s Strategic Plan. [online]. Bozeman. Available from: http://www.montana.edu/strategicplan/ [Accessed December 2017]

 

4Office of Research and Economic Development. (n.d.). Bozeman. Available from: http://www.montana.edu/research/ [Accessed December, 2017]

 

5Vice President for Research and Economic Development, 2015. Guidelines for Allocation and Management of Research Space. [online]. Bozeman. Available from: http://www.montana.edu/smc/documents/approved-research-space-guidelines.pdf [Accessed January 2017]

 

6U.S. Department of Education, National Center for Education Statistics. (2006). Postsecondary Education Facilities Inventory and Classification Manual (FICM): 2006 Edition (NCES 2006-160). U.S. Department of Education. Washington, DC: National Center for Education Statistics. Available from: https://nces.ed.gov/pubs2006/ficm/content.asp?ContentType=Section&chapter=4&section=3 [Accessed January 2017]

 

7Office of Space Planning and Management. (n.d.). Available from: http://www.montana.edu/spm/[Accessed December, 2017]

 

8Space Management Principles and Procedures, 2017. [online] Bozeman. Available from: Priniciples and Procedures [Accessed December, 2017]

 

9Space Management Space Standards and Target Utilization Rates, 2017. [online] Bozeman. Available from: Space Standards and Target Utilization Guidelines [Accessed December, 2017]

 

10MSU Human Resources, 2010. Personnel Policy, 300.00 Employment Categories and Conditions. [online] Bozeman. Available from: http://www.montana.edu/policy/personnel/per300.html [Accessed December, 2017]

 

11MSU Human Resources, 2016. Non-Employee Appointments Policy. [online]. Bozeman. Available from: http://www.montana.edu/policy/ [Accessed January 2017]

 

12Space Management Principles and Procedures, 2017. 300.00 Procedures, 311.00 Misuse of Space. [online]. Bozeman. Available from: Misuse of Space [Accessed December 2017]

 

13Office of Student Engagement. (n.d). Bozeman. Available from: http://www.montana.edu/engagement/  [Accessed December, 2017]

 

14Conference and Event Services. (n.d). Bozeman. Available from: http://www.montana.edu/wwwcf/ [Accessed December, 2017]

 

15Office of Research Compliance. (n.d). Bozeman. Available from: http://www.montana.edu/orc/ [Accessed December, 2017]

 

16Associated Students of Montana State University. (n.d). Bozeman. Available from: http://www.montana.edu/asmsu/ [Accessed December, 2017]