Introduction

Capital Planning and Development’s (CPD) goal is to optimize the University’s physical assets as a means to support and inspire students, faculty, staff and all who visit the University’s campuses and use its services.  CPD is lead by Mike McCormick and was created by merging the Capital Projects Office, the Office of the University Architect and UW Real Estate.  Rather than simply combine these offices, CPD is organized into critical functional areas:  Capital and Space Management; Real Estate; University Architect and Planning; Business Services, Special Capital Project and Major Capital Projects.  Reorganization into critical functional teams provides better integrated communication, planning, project delivery and client service. 

CPD strives to provide effective cross-functionality and a better alignment of services, while reinforcing a culture of sustainability, safety, business diversity and value-driven solutions. 

Through a department-wide team effort CPD developed Guiding Outcomes which define how we will measure our success. 

UNIVERSITY OF WASHINGTON CAPITAL PLANNING & DEVELOPMENT GUIDING OUTCOMES 10.27.15

 

PURPOSE

Capital Planning & Development optimizes the value of the university’s physical assets to support and inspire students, faculty, staff, and all who visit the university’s campuses and use its services to improve the well-being and prosperity of our region and beyond. We can say UWCPD is successful when:

THE UNIVERSITY’S PHYSICAL ASSETS ADVANCE ITS MISSION.

  • UW campuses successfully integrate diverse physical spaces that welcome and support a dynamic system of multiple needs over time 
  • The lasting beauty and functionality of the University of Washington’s physical environments are cited by users and alumni as an important contributor to their positive experience and their ability to explore, learn, and innovate 
  • Regional residents cite the physical environment of the UW as an important historic, ongoing, and future contributor to the region’s character and success

 

CPD DEMONSTRATES EXCEPTIONAL LEADERSHIP, MANAGEMENT, AND SERVICE.

  • On and off-campus space is effectively identified, planned, developed, and managed in accordance with the diverse needs of the university and to maximize its assets 
  • We are consulted early in the planning process for our expertise 
  • Planning, analysis, decision-making, transaction, and project management processes are transparent, well-understood, easy to navigate, and respected by all stakeholders 
  • CPD facilitates collaboration and resolution among multiple stakeholders 
  • We benchmark our work against national peers 
  • CPD is acknowledged as an industry leader for best practices

 

WE COLLABORATE, SUPPORT, AND RESPECT EACH OTHER AND OUR PARTNERS

  • We communicate effectively
  • We sustain a culture of innovation and improvement
  • Creativity is fostered, and achievements are shared and recognized
  • We use our resources wisely
  • CDP attracts, develops, and retains high-performing and diverse employees
  • We enjoy our work and appreciate our colleagues and partners

 

Capital Planning and Development is made up of the following functional units:

 

Capital and Space Management – assists in the development of the University’s One Capital Plan and develops space utilization parameters that connect decisions to capital planning/asset management, campus planning, and space planning. It supports the University's mission by analyzing and accounting for the utilization of space that suggest a space allocation changes and functional improvements for operations. It connects to and promotes efficient use of other core resouces - people and funding.

CSM partners with Schools/Colleges/Units to:

  • Record and understand how space is being used and to what level it meets programmatic needs
  • Address the needs of the University and the schools/colleges/units
  • Identify opportunities to use space to advance the University's strategic goals beyond responding to programmatic needs and requirements
  • Ensure a sustainable allocation of the space resource
  • Allow for growth, flexibility, and programmatic changes
  • Document space allocations and maintain accurate records for capital planning and performance metrics purposes

UW Real Estate – provides strategic asset management and comprehensive real estate services that align with the University’s institutional goals.  The Real Estate team has a diverse range of responsibilities including:  leasing office, clinic, residential and other space both locally and internationally; purchase and sale of property; granting and obtaining access rights; acceptance, management and sale of gifts of real property to the University; and asset management of a large portfolio of property including the downtown Metropolitan Tract.

Office of the University Architect – establishes an integrated vision of the physical campus landscape and facilities.  It’s staff of planners, designers and policy analysts provide leadership, counsel and oversight regarding campus planning, landscape and architectural design, strategic sustainability and energy planning, space planning for the University’s three campuses and associated properties.  The mission is to ensure continuity of the University’s commitment to design and planning excellence, and advise university leadership on how to accomplish and practice active, innovative stewardship and development of these campus environments.  In partnership with many university and community colleagues, they conceive, initiate and guide architectural, landscape, campus, urban design, sustainability, and infrastructure projects supporting the unique qualities of each campus environment and its future use and development.  Their focus is on the human experience of the whole University environment, its historic and contemporary buildings, its academic, research and student life facilities, its open spaces, paths, plantings and public art.  Staff sit on and advise on many campus committees including the University of Washington Architectural Commission, the University Landscape Advisory Committee, the Design Review Board, the SEPA Advisory Committee and the University of Washington Public Arts Commission.

Special Capital Projects – provides project and construction management for all projects valued under 10 million dollars.  This team has a diverse array of clients.  The focus of their work is on many of the smaller projects, Job Order Contracting, UW Medical Center and Health Sciences, Facilities Services and provides design services when necessary.  The Special Capital Projects team works closely with the University Architect’s Office in preliminary planning, review and consideration of project specific issues such as historic preservation, environmental issues and requirements  and coordinates with Campus Process Partners.  This team includes the Design Services Team which offers a full range of quality services at competitive rates.  They serve all University of Washington departments across all campuses and locations.  Their services include:  architectural; engineering, interior design and move management.   They offer a free on-site consultation and written fee  proposals for approval.    

Major Capital Projects – provides project and construction management for all projects valued over 10 million dollars and require approval of the Board of Regents.  Project Managers work closely with the University Architect, the Environmental Planner and Capital and Space Management through serval phases of development.  Functional Programming – defines and documents the scope, purpose, space, potential environmental issues and operational requirements for the project.    Site Programming – defines the project’s environmental considerations and requirements to be resolved during design.  Possible requirements include context, use, impacts, sustainability goals, historic preservation, useful life and life cycle requirements.  Technical Programming –defines the basic systems “basis of design,” including the quality of the systems components considering such factors as historic and sustainability goals, energy and building code requirements, etc.  Project and Construction Managers work closely with campus Process Partners in identifying and solving issues.  Process Partners include:  Environmental Health and Safety; Facilities Services – Campus Engineering; and UW Information Technology. 

Campus Master Plan – CPD is responsible for developing and providing consistent interpretation and implementation of Campus Master Plans.  The Senior Project Director and the University Architect lead the planning efforts and work closely with the campus, community and city.  Campus Master Plans are developed for all campuses. 

Business Services – Provides a variety of department-wide services to Capital Planning and Development.  The goal of Business Services is to either provide the necessary service to all of CPD and/or provide  additional support to units which provide similar services.  This unit strives to reduce duplication, ensure consistency, reduce costs, improve services through streamlining and ensures compliance with environmental, accounting and contraction laws and regulations. 

Business Equity – The UW Business Diversity Program (BDP) connects companies owned by minorities, women, veterans, as well as businesses located in historically underutilized business regions and small disadvantaged businesses with procurement opportunities at the University.  BDP is committed to enhancing the diversity of businesses competing for work with the UW by ensuring its procurement and contracting strategies align with and better utilize the increasing diversity of businesses in the state and nation.  The BDP focuses on developing internal awareness regarding small, local and diverse suppliers, building capacity among the small, local and diverse community and creating opportunities for these suppliers to be successful at the University.

Contracts Office – manages selecting designers and contractors through a variety of solicitation processes.  They work with Planners and Project Managers to develop contracts.  In addition, they enter invoices and change orders into CPD’s PM Web and make sure every project is closed out in accordance with state law. 

Safety - Our employees are our greatest asset.  CPD is committed to preventing injuries to our staff and on our construction projects.  Safety is the responsibility of every member of CPD.  Projects currently underway include:  development of a CPD Accident Prevention Plan; Unit Accident Prevention Plans; Emergency Evacuation and Operations Policy; and Building Emergency Evacuation and Operations Plan.  Each construction project has a project specific safety plan, safety meetings and safety walk-throughs.

Environmental Planning – As a state agency, the University of Washington is responsible for compliance with the State Environmental Policy Act (SEPA)at all the campuses and outstations.  Identification of potential environmental impacts is identified at the earliest points in project conception and planning.  It most often occurs during the Functional Programming phase of a project. 

Environmental Planner is also coordinates all land use activities at all university campuses and outstations.  Consistency is critical within each campus and between each campus.  Land use issues sometimes lead to complex legal issues and it is important to ensure that coordination occurs to deal with many overlapping issues which are applicable to each campus in multiple situations and often become precedent setting. 

Information Technology – IT provides technical support and programming for CPD.  This is the home of CPD’s IT Help Desk.  They manage our servers, troubleshoot and develop new tools. 

Project Controls - provides support for Project Managers and projects, monitoring forecasts and schedules.  They produce both project reports and organizational reports for the University. 

Accounting – review, approve and process financial transactions for budgetary compliance and manage all project funding budgets.  They produce financial reports for individual projects and for the University and generate information for the University’s financial systems.

Estimating – provides comprehensive professional cost estimating services to CPD and the University (Seattle, Bothell, Tacoma, Harborview and all outstations and research facilities).  Estimators prepare detailed surveys and pricing with knowledge of the specialized services required for a major educational and medical institution.  This experience includes everything from patient care, specialized research, laboratories, infrastructure, classrooms, offices and projects with LEED requirements.  Estimators provide consistency in preparation and estimate format; access to historic unit price data base, market trend monitoring for more accurate predictions and navigation of the intricate university processes. 

Sustainability – provides support to Planners and Project Managers in fulfilling the University’s sustainability goals for new construction and renovations.  CPD achieves this through planning; integrated design, construction, renovation, management, maintenance, building commissioning and support of energy and natural resource use reduction.  This unit provides support for life-cycle cost analysis on university buildings and strives to support environmental health in capital projects. 

Space Strategy Team:

Requests that can benefit from a multi-disciplinary approach or need some clarification are routed to the Space Strategy Team to ensure University resources can be optimized and coordinated.  The Space Strategy Team is made up of leadership from all the functional units within Capital Planning & Development and a member of the Facilities Services team.  This team meets every other week to review all requests that require clarification or a more strategic approach.  The goal is to align expectations about space utilization, funding, and scope, so the requests can proceed in a straight forward manner.  The team also reviews projects and requests as the process moves forward as necessary to prevent them from “getting stuck” or “falling through the cracks”.  This multi-disciplinary approach is designed to yield more efficient management of the University’s resources.