Space Projection Model. for Public Universities, Technical Colleges and the Lamar Centers

Space Projection Model for Public Universities, Technical Colleges and the Lamar Centers November 1998 Download the Space Projection Model publication MS Word Download the Space Projection Model spreadsheet Lotus version (122KB) MS Excel version (127KB) Table of Contents Foreward Five-Factor Model Factor 1 - Teaching Space Factor 2 - Library Space Factor 3 - Research Space Factor 4 - Office Space Factor 5 - Support Space Appendix A: Relationships between Coordinating Board Room Types and Space Projection Model Factors

Appendix B: Data Sources by Factor Appendix C: Examples of Calculations - University of Houston Appendix D: Total Predicted Space (NASF) by Factor Appendix E: File Explanations and Modeling Related Reports

Space Projection Model For Public Universities, Technical Colleges, and the Lamar Centers Foreword In October 1992, the Texas Higher Education Coordinating Board approved the Space Projection Model for Higher Education Institutions in Texas for public universities, technical colleges, and the Lamar centers. The model predicts the net assignable square feet (NASF) of educational and general (E&G) space an institution needs in five categories: teaching, library, research, office, and support space. The Board uses the model as part of its review process in the consideration of facilities projects that would generate new space. In 1997, the Legislature incorporated the model into the funding formulas for general academic institutions. It is also incorporated into the legislative Higher Education Assistance Fund allocation formula. Because of its importance, the Commissioner of Higher Education appointed an advisory committee to review the model and report findings and recommendations. The advisory committee met between December 1997 and May 1998 and made its recommendations to the Commissioner of Higher Education. Based on the advisory committee's recommendations, comments received by institutions, and staff analyses, the Commissioner recommended changes in the model to the Coordinating Board at its July 1998 meeting, and the Board adopted those recommendations. This document describes the Board's actions. Academic Five-Factor Model The five-factor academic space projection model predicts the educational and general (E&G) space required for a public university or technical college to fulfill its mission of teaching, research, and public service. Auxiliary space, such as dormitories, bookstores, intercollegiate athletics, or other auxiliary enterprises, is not included. The base unit of the model's factors is room type. (1) Only E&G space receives appropriations for maintenance and operations, and it is the only space predicted by this model. Room types are grouped into the five space categories in the model and are associated with the specific data that drive each particular type of space. See Appendix A for a complete list of room types associated with each space category. Teaching space is driven by the level and program areas of an institution's funded semester credit hours. Library space is driven by faculty, students, approved programs, and holdings. Research space is predicted by research expenditures and student's semester credit hours. Office space is driven by faculty, non-faculty, and current fund E&G expenditures. Support space is a percentage of the total prediction for all the other factors. Factor 1 - Teaching Space Teaching Space - Universities Teaching space is comprised of classrooms (type 100 rooms); class labs, special class labs, and self-study labs (type 210-235 rooms); physical education, demonstration, audiovisual, and animal quarters (type 500 rooms); and assembly, exhibition, lounge, meeting rooms, and locker rooms (type 600 rooms). The predicted teaching space depends on funded semester credit hour production by program area and by level of course. A full-time-student-equivalent (FTSE) is calculated for each program area and for undergraduate, master's/professional (law and optometry), and doctorate-level programs, based on 15, 12, and 9 semester credit hours respectively. Three different programmatic areas are assigned based on their space requirements: Program Area 1 is for the most space intensive programs and includes the Classification of Instructional Program (2) (CIP) categories of agriculture, architecture, engineering, optometry, trade and industrial arts, and visual and performing arts. These areas are represented by the CIP codes 01, 02, 03, 04, 14, 15, 21, 46, 47, 48, 49, and 50. Program Area 2includes computer and information sciences, health sciences, home economics, life sciences, physical sciences, basic skills, psychology, communications, foreign languages, and law. These areas are represented by the CIP codes 09, 10, 11, 19, 20, 26, 32, 40, 41, 42, and 51.

Program Area 3 includes all other programs, which are not space intensive, such as english, history, mathematics, and political science. These areas are represented by the CIP codes 05, 08, 12, 13, 16, 22, 23, 24, 25, 27, 28, 29, 30, 31, 33, 34, 35, 36, 37, 38, 39, 43, 44, 45, and 52. The following breakdown is the base (Program Area 3) from which space is assigned to each program area and level. Room Type Square Feet per FTSE Classroom (110) 11 Class Lab (210) 8 Special Class Lab (220) 3 Self Study Lab (230) 3 P.E., etc., (500's) 10 Assembly, etc. (600's) 5 Subtotal 40 Service Space 5 Total 45 Program Area 2 adds 15 NASF per FTSE to the total on the previous page, and Program Area 1 would add 30 NASF per FTSE due to the increased need for class labs and special class labs. The allowance per master's FTSE is calculated at 70 percent of the undergraduate allotment, and the allowance per doctorate FTSE is calculated at 40 percent of the undergraduate allotment. The reduced allowances are because master's and doctorate students require less special or general use space (type 500 and 600 rooms) and classrooms and class labs (type 100 and 200 rooms). Teaching Space per FTSE Program Area 1 Program Area 2 Program Area 3 Undergraduate 75 NASF 60 NASF 45 NASF Master's/Special Professional 52.5 NASF 42 NASF 31.5 NASF Doctorate 30 NASF 24 NASF 18 NASF Economy of scale variable An economy of scale variable is applied to those institutions with more than 15,000 undergraduate FTSE. A factor of.98 is used for 0-1,000 FTSE above 15,000, and the factor decreases.02 for each increase of 1,000 undergraduate FTSE. It is only applied to the predicted undergraduate space. See Appendix C for an example. Teaching Space - Technical Colleges and the Lamar Centers The space factors for academic programs at the Texas State Technical College (TSTC), Lamar University-Orange, and Lamar University-Port Arthur are the same as those used by the universities but have additional program areas for vocational courses. The space factors for the four vocational program areas are as follows: Vocational Program Area 1 = FTSE x 120 NASF Programs include auto mechanics, auto body repair, machine shop, construction and industrial trades, agriculture, fire protection technology, air conditioning and heating, and cosmetology Vocational Program Area 2 = FTSE x 90 NASF Programs include vocational nursing and allied health, printing and graphic arts Vocational Program Area 3 = FTSE x 60 NASF Programs include secretarial, business data processing, drafting and design, instrumentation, culinary arts, radio and television repair, electronics, and home economics Vocational Program Area 4 = FTSE x 45 NASF Programs include management, marketing, cooperative work experience, law enforcement, mental health technology,

commercial pilot, and occupational health and safety FTSE are based on 15 semester credit hours for the academic courses at the Lamar centers and 275 contact hours for the TSTC campuses. Vocational FTSE are based on 384 contact hours for the Lamar centers and 275 contact hours for the TSTC campuses. Factor 2 - Library Space Library Space for Universities Library space includes all room type 400 -- reading/study rooms, stack space, and associated service areas -- and all room type 300 with a 41 (library) usage code. Library space is calculated primarily using the Association of College and Research Libraries (ACRL) standards for college libraries and data from the National Center for Education Statistics (NSES) Integrated Postsecondary Education Data System (IPEDS). Calculation Variables (Volumes) Volume Predictor Volumes Basic Collection 85,000 Allowance per FTE faculty 100 Allowance per FTE student 15 Allowance per undergraduate major field 350 Allowance per master's if highest degree offered 6,000 Allowance per master's if not highest degree offered 3,000 Allowance per 6th year specialist degree field 6,000 Allowance per doctoral field 25,000 One of the base units of the Library Space Factor is volumes. The space projection model predicts necessary space based on volumes but also considers microforms and other non-book library materials. In order to calculate the necessary space for library holdings, the model utilizes the table on the following page to convert microforms and non-book library materials to volumes. Conversion Table (Other material to volumes) Government Documents 1:1 Archives 1:6 x.09 Subscriptions 1:1 Microforms 95% Fiche, 5% Other Microfiche 50:1 Other Microforms 5:1 Cartographic Units 1:1 Graphic Materials 25:1 Recordings 4:1 Videos 1:1 Computer Files 1:1 Space Calculations for Volumes Space for Collections NASF/Volume For the first 150,000 volumes 0.10 For the next 150,000 volumes 0.09 For the next 300,000 volumes 0.08 For holdings above 600,000 volumes 0.07

For law library holdings 0.25 For actual holdings above prediction 0.03 For additional documents from conversion table 0.07 FTE student FTE faculty Space for Users 6.25 NASF 3.0 NASF 12.5 percent of the other calculated library space Space for Staff According to the ACRL, libraries which provide 90 to 100 percent of the net assignable space called for in the formula shall be graded 'A' in terms of space. In the Space Projection Model, the final prediction is reduced to 95 percent of the ACRL prediction. Library Space for Technical Colleges and Lamar Centers The library calculation for the Lamar University-Port Arthur, Lamar University-Orange, and the TSTC campuses is as follows: Stack Space = FTSE x (50 volumes x.10 NASF) Study Space = FTSE x 6.25 NASF Staff = 12.5 percent of the total space calculated Total prediction = sum of above calculated space Factor 3 - Research Space Research space includes all type 250 and 255 rooms, which are non-class (research) laboratories and service rooms. Research space is calculated at 9,000 NASF of research labs for every $1.174927 million in research expenditures reported in the institution's Annual Financial Report. An average of the last three years' expenditures is used. A minimum of three NASF per FTSE is allotted for research space. If the calculation based on research expenditures predicts less space than the amount generated through the calculation based on FTSE, the calculation based on FTSE is used as the research space prediction. The academic Space Projection Model adopted in 1992 incorporated 1991 data into the model. The Consumer Price Index (CPI) factor for September 1991 was 137.2, and the September 1997 factor was 161.2, an increase of 17.4927 percent. The $1.174927 million variable reflects that inflation. Factor 4 - Office Space Office space includes all type 300 rooms, which are offices, conference rooms and associated service areas. Type 300 rooms reported with a 41 (library) usage code used in the library factor formula are omitted from the actual office space calculation to eliminate duplication. The employee data source for FTE faculty is the Coordinating Board's CBM-008 Faculty Report. The non-faculty FTE is estimated to be 1.8 times FTE faculty for universities and 1.25 times FTE faculty for technical colleges and the Lamar centers. A calculation of 190 NASF per FTE faculty and 170 NASF per FTE non-faculty is made. Then a calculation of 3,500 NASF per $1.174927 million total current fund E&G expenditures, taken from the institutional Annual Financial Reports, is made. If this last calculation is larger, it is used; if the faculty/non-faculty calculation is greater, it is used. The 3,500 NASF per $1.174927 million dollars calculation is utilized to adjust for institutional complexity. Office Space Matrix Type of Space Faculty Space Need Non-Faculty Space Need Office 120 NASF 120 NASF Conference Room 30 NASF 20 NASF Service Area 20 NASF 10 NASF

Departmental Administration 20 NASF 20 NASF Total 190 NASF 170 NASF Factor 5 - Support Space Support space is calculated at 9 percent of the sum of predicted space from the teaching, library, research, and office factors. Support space includes all type 700 rooms, which are data processing/computer rooms, shops, storage, vehicle storage, and associated service areas. Appendix A: Relationships between Coordinating Board Room Types and Space Projection Model Factors Room Type Description SPM Factor 110, 115 210, 215 220, 225 230, 235 510 520 530 540 550 560 570 580 590 610 620 630 650 660 670 680 690 Classroom, Service (Distance Learning Classroom) Class Laboratory, Service Special Class Laboratory, Service Self Study Lab, Service Armory Athletic or Physical Education Media Production Clinic (Non-health Professions) Demonstration Facilities Field Service Facility Animal Quarters Greenhouse Other (All purpose) Assembly Exhibition Food Facility Lounge Merchandising Recreation Meeting Room Locker Room Teaching 410 420 430 440 455 310, 315 350, 355 Reading/Study Room Stack Open-Stack Reading Room Processing Room Study Service Office, Service (when usage code is 41) Conference Room, Service (when usage code is 41) Library 250, 255 Research/Non-Class Laboratory, Service Research 310, 315 Office, Service (when usage code is not 41) Office 350, 355 Conference Room, Service (when usage code is not 41) 710 720 730 740 750 760 Central Computer or Telecommunications Shop Central Storage Vehicle Storage Facility Central Food Store Central Laundry Support Appendix B - Data Sources by Factor Factor 1 - Teaching Space: semester credit hours by student level and program area from Fall CBM004 Class Report Factor 2 - Library Space: programs from Program Inventory File maintained by THECB Universities Division; faculty data

from CBM008 Faculty Report; and, actual library collections from the National Center for Education Statistics (NCES) Integrated Postsecondary Education Data System (latest certified data) Factor 3 - Research Space: research expenditures from institutions' Annual Financial Report Factor 4 - Office Space: current fund E&G expenditures from institutions' Annual Financial Report and faculty data from THECB CMB008 Faculty Report Appendix C: Examples of Calculations - University of Houston Several calculations in the following tables use the following formula: Constant x Variable = Result The University of Houston's data is used in the following calculations: Teaching Factor Example Fall 1997 Student Credit Hours Level Program Area 1 Program Area 2 Program Area 3 Total Undergraduate 32,201 73,309 170,091 275,601 Master's 5,068 28,205 23,256 56,529 Doctoral 1,658 2,906 4,719 9,283 Fall 1997 FTSE Level Divisor Program Area 1 Program Area 2 Program Area 3 Total Undergraduate 15 2,146.73 4,887.27 11,339.40 18,373.40 Master's 12 422.33 2,350.42 1,938.00 4,710.75 Doctoral 9 184.22 322.89 524.33 1,031.44 Economy of Scale Coefficient Affects undergraduate FTSE >=15,000.02 decrease for each 1,000 FTSE >15,000 Undergraduate FTSE Program Area 1 2,146.73 Program Area 2 4,887.27 Program Area 3 11,339.40 Total 18,373.40 Up to 15,000 FTSE without coefficient adjustment Program Level 1 + Program Level 2 2,146.73+4,887.27 = 7,034 15,000-7,034 = 7,966 Less than 15,000 FTSE, no adjustment No adjustment for 7,966 FTSE Non-adjusted FTSE FTSE NASF Total NASF Program Area 1 2,146.73 75 161,005 Program Area 2 4,887.27 60 293,236 Program Area 3 7,966.00 45 358,470

Total 15,000 812,711 18,373.40-15,000 = 3,373.40 FTSE to be adjusted Adjusted FTSE FTSE Coefficient Result Feet Total Feet 1,000 0.98 980 45 44,100 1,000 0.96 960 45 43,200 1,000 0.94 940 45 42,300 373.40 0.92 344 45 15,459 Total 145,059 Predicted Feet - Undergraduate Level Predicted Square Feet up to 15,000 FTSE 812,711 Adjusted Square Feet (Economy of scale) 145,059 Predicted NASF 957,770 Predicted Feet - Master's/Professional Level Program Area 1 Program Area 2 Program Area 3 Total Master's FTSE 422.33 2,350.42 1,938.00 4,711 Assigned Feet 52.50 42.00 31.50 Predicted NASF 22,172.50 98,717.50 61,047.00 181,937 Predicted Feet - Doctoral Level Program Area 1 Program Area 2 Program Area 3 Total Doctoral FTSE 184.22 322.89 524.33 1,031 Assigned Feet 30 24 18 Predicted NASF 5,527 7,749 9,438 22,714 Total Teaching Factor Prediction Undergraduate 812,711 Adjusted (Economy of scale) 145,059 Master's 181,937 Doctoral 22,714 Total Predicted Space 1,162,421 Teaching Factor - University of Houston = 1,162,421 NASF Library Factor Example Volumes Calculation Constant Variable Volumes Calculation Basic Allowance 85,000 85,000 Per Faculty FTE 100 1,247 124,733 Per Student FTE 15 24,116 361,734

Per UG Major Field 350 87 30,450 Master's if Highest Degree Offered 6,000 52 312,000 Master's if Not Highest Degree Offered 3,000 60 180,000 6th Year Specialist Field 6,000 0 0 Professional/Doctoral Field 25,000 55 1,375,000 Total Calculated Volumes 2,468,917 Space Calculation Constant Variable NASF Calculation Total Calculated Volumes 2,468,917 First 150,000 Volumes 0.10 2,318,917 15,000 Next 150,000 Volumes 0.09 2,168,917 13,500 Next 300,000 Volumes 0.08 1,868,917 24,000 Holdings Above 600,000 Volumes 0.07 1,868,917 130,824 Law Library Holdings 0.25 244,465 61,116 Actual Holding Above Prediction 0.03 0 0 Actual 1,804,002 Predicted 2,468,916.85 Result (664,914.85) 0 Additional Documents 0.07 760,948 53,266 Student FTE 6.25 24,116 150,722 Faculty FTE 3.00 1,247 3,742 Subtotal of Calculated Space 452,171 Space for Staff 12.50% 452,171 56,521 Total Calculated Space 508,693 Total Predicted Space 95.00% 508,693 483,258 Library Factor - University of Houston = 483,258 NASF Research Factor Example (First Calculation) 1997 1996 1995 Average Research Expenditures $37,417,066 $38,770,864 $37,915,479 $38,034,470 Constant Variable Calculation Inflated $1 Million Divisor 1,174,927 38,034,470 32.37 Feet per Divisor 9,000 32.37 291,346 Total Predicted Space 291,346 (Second Calculation) FTSE = 24,115.59 x 3 NASF = 72,347 NASF 291,346 > 72,347 Research Factor - University of Houston = 291,346 NASF Office Factor Example

Square Feet Calculation 1 Constant Variable Calculation FTE faculty 1.80 1247.33 2,245.19 Faculty 190 1,247.33 236,993 Non-Faculty 170 2,245.19 381,683 Total Square Feet 618,676 Expenditures Calculation 2 Constant Variable Calculation E&G Current Fund Expenditures $1,174,927 301,692,915 256.78 Feet per Divisor 3,500 256.78 898,716 898,716 > 618,676 Office Factor - University of Houston = 898,716 NASF Support Factor Example Support Space Calculation Factors Constant Variable Calculation Teaching 9.00% 1,162,42 104,618 Library 9.00% 483,258 43,493 Research 9.00% 291,346 26,221 Office 9.00% 898,715 80,884 Total Support Space 255,217 Support Factor - University of Houston = 255,217 NASF Total Predicted Space Factors Predictions Teaching 1,162,421 Library 483,258 Research 291,346 Office 898,716 Support 255,217 Total Predicted 3,090,957 Appendix D - Total Predicted Space (NASF) by Factor Summary of Five Factors for Public Universities, Technical Colleges, and Lamar Centers, Fiscal Year 1998 Teaching Library Research Office Support Total Institution Pred Actual Pred Actual Pred Actual Pred Actual Pred Actual Pred Actual Surplus/ Deficit Midwestern St. Univ. 218,647 254,046 73,565 73,478 12,819 10,147 107,751 85,268 37,150 48,235 449,932 471,174 21,242 Stephen F. Austin St. Univ. 529,718 532,302 139,807 212,345 30,692 21,346 260,083 207,129 86,427 45,147 1,046,727 1,018,269 (28,458)

Prairie View A&M 269,980 357,530 76,949 105,459 55,901 12,408 191,680 216,431 53,506 44,192 648,016 736,020 88,004 Univ. Tarleton St. 272,571 429,715 68,462 73,685 18,782 9,297 135,592 123,367 44,587 52,272 539,994 688,336 148,342 University Texas A&M Int'l 81,288 75,692 41,311 43,259 5,294 0 75,958 77,514 18,347 9,591 222,198 206,056 (16,142) Univ. Texas A&M 1,659,550 1,618,323 513,141 396,110 886,715 756,865 1,443,968 1,340,870 405,304 483,680 4,908,677 4,595,848 (312,829) University TX A&M Univ at 58,077 58,939 19,168 22,494 17,240 27,192 55,706 66,041 13,517 11,916 163,708 186,582 22,874 Galveston TX A&M Univ- 262,781 411,640 130,407 111,714 16,333 35,703 156,632 185,208 50,954 84,857 617,106 829,122 212,016 Commerce TX A&M Univ- 199,992 216,445 87,650 78,018 19,842 3,115 135,060 133,009 39,829 33,717 482,372 464,304 (18,068) Corpus TX A&M Univ- 241,381 401,267 100,195 112,427 42,157 34,156 156,875 131,281 48,655 105,237 589,263 784,368 195,105 Kingsville TX A&M Univ- 24,660 18,951 22,417 18,130 1,628 0 21,323 12,811 6,302 236 76,330 50,128 (26,202) Texarkana West Texas 261,988 419,381 124,868 83,841 15,105 36,717 128,608 126,134 47,751 97,605 578,320 763,678 185,358 A&M Univ. Texas Southern 301,727 434,804 159,912 119,771 28,186 26,572 206,839 248,922 62,700 69,886 759,364 899,955 140,591 Univ. Angelo St. University 262,680 260,913 89,783 61,058 15,229 13,110 113,847 98,567 43,339 43,973 524,878 477,621 (47,257) Lamar University 481,471 534,397 123,740 111,707 28,102 25,276 195,831 209,255 74,623 59,900 903,766 940,535 36,769 Sam Houston 532,790 589,354 158,752 105,919 35,229 22,166 240,391 213,334 87,045 96,044 1,054,207 1,026,817 (27,390) St. Univ. Southwest Texas St. 826,932 733,960 219,634 192,446 48,806 45,470 378,617 354,147 132,659 132,835 1,606,648 1,458,858 (147,790) Univ. Sul Ross St. 112,158 172,275 46,191 29,907 6,822 4,913 68,743 57,212 21,052 21,270 254,967 285,577 30,610 University Texas Tech 1,120,804 974,309 497,988 375,198 190,534 312,232 671,680 607,382 223,290 193,075 2,704,296 2,462,196 (242,100) University Texas Woman's 307,641 488,990 150,587 114,382 19,149 47,921 276,659 229,008 67,863 50,469 821,900 930,770 108,870 Univ. UT at Arlington 675,099 817,120 224,397 192,508 155,635 223,967 450,966 490,330 135,549 126,024 1,641,646 1,849,949 208,303 UT at Austin 1,910,324 1,866,096 981,166 1,082,006 1,620,352 1,391,847 2,420,703 2,293,044 623,929 698,840 7,556,474 7,331,833 (224,641) UT at Brownsville 54,503 54,503 30,313 30,313 3,668 3,668 63,950 63,950 13,719 13,719 166,153 166,153 0 UT at Dallas 285,284 231,699 163,773 105,268 85,105 106,316 262,960 227,994 71,741 84,464 868,863 755,741 (113,122) UT at El Paso 558,632 551,546 180,569 191,720 95,713 94,747 374,022 346,173 108,804 116,556 1,317,740 1,300,742 (16,998) UT-Pan American 455,347 523,439 121,324 76,896 26,876 11,178 245,531 193,018 76,417 74,490 925,496 879,021 (46,475) UT- Permian Basin 69,707 99,909 37,917 21,473 6,289 8,321 46,083 54,596 14,400 27,533 174,396 211,832 37,436 UT at San Antonio 618,915 383,131 162,063 94,843 36,849 51,968 316,403 274,871 102,081 38,616 1,236,310 843,429 (392,881) UT at Tyler 102,851 345,458 48,323 35,957 6,231 8,870 90,917 54,759 22,349 18,011 270,671 463,055 192,384

University of Houston 1,162,421 1,007,887 483,258 349,520 291,346 382,861 898,715 814,297 255,217 211,216 3,090,957 2,765,781 (325,176) Univ of Houston- 179,174 134,888 79,132 88,491 29,389 8,599 121,535 125,929 36,831 44,563 446,060 402,470 (43,590) Clear Lake Univ of Houston- 270,242 171,269 57,690 55,447 15,862 3,564 130,339 112,031 42,672 34,571 516,804 376,882 (139,922) Downtown Univ of Houston- 31,544 25,102 25,544 15,019 2,232 0 29,664 20,954 8,009 2,316 96,993 63,391 (33,602) Victoria Univ of North Texas 933,295 886,067 395,745 211,469 101,469 117,268 538,988 485,693 177,255 167,107 2,146,751 1,867,604 (279,147) TSTC- Harlingen 171,955 255,117 33,403 12,254 7,918 91 66,474 51,192 25,177 41,606 304,927 360,260 55,333 TSTC- Sweetwater 75,559 190,318 13,665 4,742 3,239 0 38,874 37,184 11,820 19,005 143,157 251,249 108,092 TSTC- Waco 307,311 638,386 54,882 18,894 13,009 0 104,804 161,525 43,201 66,134 523,207 884,939 361,732 Lamar Univ- 55,614 45,240 12,185 10,437 20,174 1,002 27,706 19,460 10,411 19,809 126,090 95,948 (30,142) Orange Lamar Univ-Port Arthur 74,166 66,079 15,763 7,260 3,736 0 34,603 17,890 11,544 28,585 139,813 119,814 (19,999) Total 16,018,777 17,276,487 5,965,640 5,045,865 4,019,657 3,858,873 11,285,079 10,567,780 3,356,024 3,517,302 40,645,177 40,266,307 (378,870) Appendix E - File Explanations and Modeling Five-Factor Space Projection Model A spreadsheet file has been designed to incorporate all the data used to compute the projected space needs for the Teaching, Library, Research, Office, and Support factors in the Space Projection Model. This file includes 16 worksheets identified by appropriate tab headings as described below. The file is available on disk in a Lotus.wk4 or Excel.xls file format. Each variable(s) used in the calculations are shown in "blue." There are no embedded constants (data) in the formulas, but instead each formula reads from other sheets within the model. Those sheets that contain data are indicated below by (Data). Whenever the Model is updated with current data, only those sheets are changed. Whenever modeling, the variables and/or the data may be changed, e.g., credit hours (data) or program area NASF (variable). Further instructions on how to use the file and create modeling comparisons are contained in this appendix. Worksheets include: Summary summarizes the predicted and actual space for each institution by factor and returns a surplus or deficit total for all of the factors. Modeling allows copying and pasting of totals to determine the effect of changing any variable(s) in the Space Model. Actual Space includes each institutions' actual E&G square feet by room type with totals for each space classification. Data has been entered into the sheet from the Facilities Inventory on file at the Coordinating Board. (Data) Current Expenditures displays Current Fund E&G Expenditures entered into this sheet from the institutions' Annual Financial Report. (Data) Credit Hours are listed by program area and level for each institution. Data is from the THECB CBM004. (Data) FTSE is a calculation from the data read from the Credit Hours worksheet. Teaching Space calculates predicted space needs by program area square feet and the FTSE worksheet. Faculty includes the number of FTE faculty for each institution and calculates non-faculty. Faculty data is derived from THECB CBM008. (Data) Programs indicate the number, type and level of programs and is derived from the THECB Degree Program Inventory. (Data) Library Space calculates the predicted library space. Library Data contains actual volumes and actual law library data. Acutal volumes are obtained from the most recent available IPEDS Reports. Law library data is from the State Library. (Data) Tables are used in calculating the coefficient in predicting teaching space and volumes in predicting library space. Range names are Excess and Lib.

Research Expenditures indicate the amounts expended for research for the past 3 fiscal years and computes the average for those years. Data is entered from the institution's Annual Financial Report. (Data) Research Space calculates the amount of predicted research space. Office Space calculates the amount of predicted office space. Support Space computes the predicted support space. General The file is currently in a Lotus.wk4 spreadsheet and Excel.xls file format. When the file is opened, each sheet within the file described in the previous section is indicated by the tab located at the top of the spreadsheet in Lotus and the bottom in Excel. By clicking on the tab, the desired sheet will be displayed. The following procedure describes how modeling can be achieved in the Teaching Space Sheet, but these procedures may be applied to any variable within the model. Example - Modeling Effects of Changes in University Enrollment Midwestern University expects a 1 percent increase in undergraduate program area 1, a 2 percent increase in undergraduate program area 2, and a 3 percent increase in undergraduate program 3. Refer to the teaching space documentation to determine what academic programs constitute each program area. What effect would this have on predicted teaching space and total predicted space? 1) Click on the Summary Sheet Tab: Copy the predicted teaching space total of Midwestern University (Cell C4, 218,647 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution's name under the heading of Old Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. Return to the Summary Sheet and copy the Surplus/Deficit cell for Midwestern, (Cell O4,21,242 NASF). Click on the Modeling Sheet tab and place the cursor adjacent to the institution's name under the heading of Old Sur/Def Cell. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. 2) Click on the Credit Hours Sheet tab: In undergraduate program area 1, change the cell to =4478*1.01. In undergraduate program area 2, change the cell to =19400*1.02. In undergraduate program area 3, change the cell to =36499*1.03. The new values should be the following: program area 1=4,523, program area 2=19,788 and program area 3=37,594. 3) Click on the Summary Sheet tab: Copy the Predicted Teaching Space total of Midwestern University (Cell C4, 223,707 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution's name under the heading of New Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. Return to the Summary Sheet and copy the Surplus/Deficit cell for Midwestern, (Cell O4, 14,562 NASF). Click on the Modeling Sheet tab and place the cursor adjacent to the institution's name under the heading of New Sur/Def Cell. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. The Modeling Sheet indicates that a 5,061 increase in predicted teaching NASF or 2.31 percent change in teaching space will occur and a 6,880 NASF increase in total predicted space will occur. The total predicted value is greater than the teaching predicted value because credit hours affect FTE which affects teaching, library, research, and support space. This example is for undergraduate space, but can be used in graduate space as well. Example - Modeling Effects of Changes in Technical College Enrollment Lamar University-Orange projects a 1 percent increase in associate degree nursing and a 2 percent increase in vocational nursing. What effect would this have on predicted teaching space and total predicted space? Note: The Lamar Centers and the Texas State Technical Colleges have their programs and corresponding credit hours entered separately, rather than grouped. 1) Click on the Summary Sheet tab:

Copy the Predicted Teaching Space total of Lamar University-Orange (Cell C41, 55,614 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution's name under the heading of Old Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. Return to the Summary Sheet and copy the Surplus/Deficit cell for Lamar University-Orange, (Cell O41, (30,142) NASF). Click on the Modeling Sheet tab and place the cursor adjacent to the institution's name under the heading of Old Sur/Def Cell. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. 2) Click on the Credit Hours Sheet tab: In cell D147 (Associate Degree Nursing), change the cell to=15040*1.01. In cell D148 (Vocational Nursing), change the cell to=49038*1.02. The new values should be the following: Associate Degree Nursing = 15,190 and Vocational Degree Nursing = 50,019 credit hours. 3) Click on the Summary Sheet tab: Copy the Predicted Teaching Space total of Lamar University-Orange (Cell C41, 55,879 NASF). Click on the Modeling Sheet tab and place the cursor in the cell adjacent to the institution's name under the heading of New Numbers. From the menu, select Edit, Paste Special, Formulas As Values. Click on the OK button. The Modeling Sheet indicates that a 265 NASF increase in predicted teaching or 0.48 percent change in teaching space will occur and a 330 NASF total predicted space will occur. The reason that the total predicted value is greater than the teaching predicted value is because credit hours affect FTE which affects teaching, library, research, and support space. Other Modeling Modeling can also be achieved with increases in E&G expenditures, faculty, and research expenditures. Changes in credit hours will always have more impact on the total predicted space than any other data used in the model. The Academic Space Projection Model contains a snapshot of actual space. In the current model, the actual space was determined as of April 1998. Normally, the actual data will be a snapshot taken when all of the data has been certified. The Coordinating Board is responsible for updating the model by using certified data. Appendix B indicates the sources of data used to update the model. To obtain a copy or for additional information in the use of the Model, contact the Office of Campus Planning at the Texas Higher Education Coordinating Board at (512) 427-6110 or by e-mail to beckhamwm@thecb.state.tx.us. Related Reports Related reports available from the Texas Higher Education Coordinating Board's Division of Finance, Campus Planning, and Research: Space Projection Model for Higher Education Institutions in Texas, October 1992. Commissioner's Recommendations, Space Projection Model for Texas Public Universities, Technical Colleges, and the Lamar Centers, July 1998. Academic Space Projection Model for Texas Public Universities and Technical Colleges, Report and Recommendations of the Space Projection Model Advisory Committee to the Commissioner of Higher Education and the Texas Higher Education Coordinating Board, June 1998. Texas Higher Education Facilities Inventory Procedures Manual, 1983. Texas Higher Education Coordinating Board Annual Statistical Reports For More Information Please Contact: William Beckham Division of Finance, Campus Planning, and Research Texas Higher Education Coordinating Board P.O. Box 12788

Austin, Texas 78711 (512) 427-6110 FAX (512) 427-6127 beckhamwm@thecb.state.tx.us The Texas Higher Education Coordinating Board does not discriminate on the basis of race, color, national origin, gender, religion, age, or disability in employment or the provision of services. 1. Room types are taken from the National Center for Higher Education Management Systems (NCHEMS) Higher Education Facilities Inventory and Classification Manual and described in the Coordinating Board's Texas Higher Education Facilities Inventory Procedures Manual. 2. CIP codes are listed in the Coordinating Board's Texas Higher Education Facilities Inventory Procedures Manual which is based on program codes from the National Center for Higher Education Management Systems (NCHEMS) Higher Education Facilities Inventory and Classification Manual.