Each biennium, the UW institutions complete the templates contained on this page, as well as the individual project request documents, as source and support documentation for the UW System Capital Plan. The resulting documents detail each institution’s capital planning priorities and issues, proposed project sequence and logistics, space need and utilization, and facilities conditions.

 

Click on the document images to download the desired file.


Submittal Guide

Illustrates each planning cycle phase and each submittal item.

  • Project Solutions: Project requests and associated budget estimates for all proposed Major Projects, Minor Projects, and Instructional Space Projects.
  • Capital Plan Presentation: Proposed capital project solutions array to provide campus context and a complete and realistic capital projects plan.
  • Facilities Profiles: All buildings, site development, and site utility issues proposed to be addressed in Capital Plan.
  • All Agency Project Requests: Proposed All Agency Project Requests and associated budget estimate support documentation.

Project Solutions

Project Priority and Sequence Chart and Summary Template
Project Priority and Sequence Chart and Summary

Description:  Illustration and brief summary of the proposed and next capital plan within the context of the current and one future biennium.

Purpose:  Briefly describes and justifies the proposed capital plan projects, sequence and timing, mixture of project types and funding sources, and demonstrates the need for the plan as a whole. While the majority of capital plan documentation describes the issues in various contexts or constructs, or specific project solutions on their own, this document is the only one that describes all proposed project solutions and the capital plan in its entirety. Chart sourced from the Project Priority and Sequence Chart document.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Project Priority & Sequence Summary (PP&SS) Guide
Project Priority & Sequence Chart (PP&SC)
Project Priority and Sequence Chart

Description:  Prioritized and multi-biennia listing of all proposed capital projects (All Agency and Energy Conservation, Instructional Space, Major Projects) requiring Board of Regents (BOR) and State Building Commission (SBC) approvals.

Purpose:  Documents and illustrates the capital plan through capital project type, biennium of approval, title, cost and funding source estimates, and schedule implications based on standard durations by project type and size. The corresponding chart depicts as many as five (5) biennia: the current biennia, the next three biennia to be included in the next six-year capital plan, and one (1) additional biennium. Provides a context for capital funding decisions and capital planning forecasts. Source file for the Project Priority and Sequence Chart and Summary document table and chart.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 2019-03

Project Priority & Sequence Chart (PP&SC) Guide

Template

Capital Project Request (CPR)

Document Details

Capital Project Request (CPR)

Description:  Universal project request document for all capital project types (All Agency, Instructional Space, Minor, Major, and UW Managed).

Purpose:  Describes project intent, scope, justification, budget estimate, schedule, and design consultant requirements for maintenance and repair, remodeling, renovation, and/or new construction valued at $300,000 or more. Posted to UWSA or WisBUILD websites to advertise for professional design consultants. Used as source documentation and basis for Agency Request document advanced to the Board of Regents (BOR) and State Building Commission (SBC) to seek construction authority.

Audience:  UW System Administration, Division of Facilities Development and Management, Architectural/Engineering/Planning Consultants.

Revision ID: Rev 2019-03

Guide or Sample

Capital Project Request (CPR) Guide
Project Budget Worksheet (PBW)
Project Budget Worksheet (PBW)

Description:  Worksheet to record capital project budget estimates for capital projects of all types, sizes, and funding sources.

Purpose:  Details budget estimate for new construction area and renovation area(s), unit costs, special scope items and considerations, bid date and escalation, project overhead percentages. Includes unit cost estimates for new construction and renovation based on $/GSF; ability for detailed line item cost estimates using user defined unit cost methods, including lump sums; and project overhead costs including design services, contingency, project management fees, movable and special equipment allowances, and commentary notes.

Audience:  UW System Administration, Division of Facilities Development and Management, Architectural/Engineering/Planning Consultants.

Revision ID: Rev 2019-04

Project Budget Worksheet (PBW) Guide
Classroom Demand Analysis Report (CDAR)
Classroom Demand Analysis Report (CDAR)

Description:  Formula-based tool to estimate the number of classrooms required by section size, assuming prescribed fill-rates for prescribed room capacities.

Purpose:  Assists in space planning exercises to determine classroom array based on current and predicted future demand loads for section size and room capacities. Automates planning scenarios based on the required minimum scheduled periods per week variable. Summarizes the total sections of prescribed section sizes, the required room periods, the total rooms required at prescribed room capacities, the number of available rooms in those room capacities, and calculates the balance of rooms available (+) or required (-) to meet the demand load.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 2019-03

Classroom Demand Analysis Report (CDAR) Guide
Instructional Space Utilization Report (ISUR)
Instructional Space Utilization Report (ISUR)

Description:  Formula-based tool to estimate the number of classrooms or instructional laboratories required by section instance and course level summary (100s, 200s, etc.) based on enrollment load.

Purpose:  Assists in space planning exercises to determine instructional space array based on current and predicted future enrollment loads. Automates planning scenarios based on the required minimum scheduled periods per week variable. Summarizes the total sections and required room periods by course level, and the fill rate per section instance. Allows analysis of block scheduling patterns, room use, and enrollment to room capacity ratios.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 2019-03

Instructional Space Utilization Report (ISUR) Guide

Capital Plan Presentation

The document templates below represent suggested content type for the Capital Plan presentation. The documents themselves are not required submittals, nor are they required to be maintained by institutions.

Institution Profile Template
Institution Profile

Description:  A profile of an institution’s academic programs, physical plant, and student enrollment. Includes brief narratives of background and history, campus character, main campus property, and non-contiguous property.

Purpose:  Briefly describes and summarizes the unique aspects of an institution, its history and origins, main campus landholdings, non-contiguous landholdings, and a current statistical profile of prescribed categories and items.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Planning Issues and Themes Template
Planning Issues and Themes

Description:  Prioritized planning issues list as it relates to the capital plan. May include organizing issues into broader themes, dependent on issue identification and development.

Purpose:  Briefly summarizes the main planning issues to be addressed in the capital plan. Typically comprised and distilled from many detailed issue statements from faculty, staff, and student users of the facilities and space, these main planning issues should complement the Strategic Goals. Issues identified on the Building ProfilesSite Development Profile, and Site Utility Profile can be further summarized here into concise issue statements.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Program Trends Template
Program Trends

Description:  Identifies current and emerging trends in the academic programs that will have an impact on facilities.

Purpose:  Typical topics include degree programs and majors, minors, certificate programs; most popular majors; colleges and schools organization; and distinguished or unique programs. Where appropriate, pertinent charts, tables, diagrams, graphics, maps, and plans may be used to help enhance or illustrate the narrative sections. The highest priority trends that have facilities impact should be addressed in the Planning Issues and Themes and Strategic Goals.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Strategic Goals Template
Strategic Goals

Description:  Outlines the prioritized and comprehensive (academic, financial, and physical development) vision for the institution. Summarizes the most important goals to achieve for each institution, including those that impact the capital budget.

Purpose:  Documents the strategic vision for each institution, which should be at least partially derived from the Program Trends and Planning Issues and Themes documents, and clearly relate to the proposed near term (6 years) capital plan. Strategic goals should be specific enough to be measurable and provide context for proposed capital projects without being so specific as to be inflexible or unattainable.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Facilities Summary Template
Facilities Summary

Description:  A brief summary of the functional and physical condition issues related to all facilities (buildings, site development, and site utilities) and provides a chart to illustrate the building construction chronology (age of buildings) for the entire campus.

Purpose:  Briefly assesses the collective facilities functional and physical condition issues as they relate to potential future capital projects. Summarizes only those facilities with proposed capital projects in the near term (6 years). Documents the primary project justification for those capital projects included in the Project Priority and Sequence Chart and Project Priority and Sequence Chart and Summary.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Space Needs Summary Template
Space Needs Summary

Description:  Documents the space shortages across the standard space classifications: 100s classrooms, 200s laboratories, 300s offices, 400s study, 500s special use, 600s general use, 700s support, 800s health care, and 900s residential.

Purpose:  Briefly summarizes quantity and quality of spaces available, the space shortages across campus, explains why the space shortages are present, and describes how the capital plan intends to resolve them. Typically influenced by many detailed issue statements from faculty, staff, and student users of the facilities and space applied in context with the Classroom Demand Analysis ReportInstructional Space Utilization Report, and other space management efforts and metrics.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Space Needs Analysis Chart Template
Space Needs Chart

Description:  Records the space shortage based on the inputs of existing space and required space for each of the standard space classifications: 100s classrooms, 200s laboratories, 300s offices, 400s study, 500s special use, 600s general use, 700s support, 800s health care, and 900s residential.

Purpose:  Creates chart to illustrate space shortages across all standard space classifications to be used in the Space Needs Summary document. Typically influenced by many detailed issue statements from faculty, staff, and student users of the facilities and space applied in context with the Classroom Demand Analysis ReportInstructional Space Utilization Report, and other space management efforts and metrics.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015

Space Needs Analysis Chart Sample
Origin-Destination Diagram Template
Origin-Destination Diagram and Summary

Description:  Illustration and brief summary of the planned inter- and intra-building departmental and functional migrations to accomplish the intended capital plan.

Purpose:  Provides context for the capital plan, documenting the planned moves and building occupancy changes proposed for the near term (6 years). Each building included in the capital plan is represented in the diagram, including those buildings or space on and off campus used for temporary surge space.

Audience:  Board of Regents, UW System Administration, UW Institutions.

Revision ID: Rev 02/2015


Facilities Profiles

Building Profile Template
Building Profile

Description:  A profile of a building’s functional and physical attributes and performance. Includes brief narratives of infrastructure issues, background and history, current occupants and uses, and future building plans.

Purpose:  Briefly assesses the current functional and physical condition issues as they relate to potential future capital projects. Includes building code and health & safety; architectural, mechanical, electrical, communication, plumbing, and conveying systems; equipment and furnishings; and other building issues. Typically comprised and distilled from many detailed issue statements from faculty, staff, and student users of the facilities and space, these issues can be further documented and summarized in the Facilities Summary and Planning Issues and Themes.

Audience:  Board of Regents, UW System Administration, UW Institutions, A/E Community.

Revision ID: Rev 02/2015

Site Development Profile Template
Site Development Profile

Description:  Illustration and brief summary of the proposed near term (next 6 years) main campus property and real estate and site improvement modifications. Includes all items that impact site footprint, building footprint, and site development.

Purpose:  Briefly assesses the current functional and physical condition issues as they relate to potential future capital projects. Includes building additions/demolitions/new construction, campus boundary changes, easements, parcel acquisitions/conveyance/purchase/trade, and site improvement changes. Typically comprised and distilled from many detailed issue statements from faculty, staff, and student users of the facilities and space, these issues can be further documented and summarized in the Facilities Summary and Planning Issues and Themes.

Audience:  Board of Regents, UW System Administration, UW Institutions, Architectural/Engineering/Planning Consultants.

Revision ID: Rev 02/2015

Site Utility Profile Template
Site Utility Profile

Description:  Illustration and brief summary of the proposed near term (next 6 years) main campus site central utilities modifications. Includes all items that impact above ground and underground site central utility systems.

Purpose:  Briefly assesses the current functional and physical condition issues as they relate to potential future capital projects. Includes chilled water, communications, compressed air, domestic water, electric power, fuel, natural gas, sanitary sewer, storm water management, steam and condensate return, and utility tunnels. Typically comprised and distilled from many detailed issue statements from faculty, staff, and student users of the facilities and space, these issues can be further documented and summarized in the Facilities Summary and Planning Issues and Themes.

Audience:  Board of Regents, UW System Administration, UW Institutions, Architectural/Engineering/Planning Consultants.

Revision ID: Rev 02/2015


All Agency Projects Program

The Capital Project Request (CPR) template should be used for individual All Agency Project Requests and the Project Budget Worksheet (PBW) should be used for individual budget estimate documentation. Both templates can be found near the top of this page under the “Project Solutions” section.

All Agency Project Request Index
All Agency Project Request Index (AAPR Index)

Description:  Prioritized list of All Agency Project Requests by funding category and work type.

Purpose:  Documents a prioritized list of all proposed All Agency Project Requests for a biennium and organizes the project requests by funding category (facilities maintenance and repair; utilities repair and renovation; energy conservation; capital equipment; and land acquisition) and work type. Includes project number (if known), institution assignment, facility assignment, facility name, project title, overall campus All Agency project priority, All Agency funding category priority, work type, total budget, and funding source(s) for proposed projects valued between $300,000 and $3,000,000 (BuildingsSite Improvements, or Utilities). Used as priority reference documentation for project request evaluation.

Audience:  UW System Administration, Division of Facilities Development and Management.

Revision ID: Rev 2019-05

All Agency Project Request Index Guide