PENNSY~4.DOC

Pennsylvania State System of Higher Education Slippery Rock University Request for Proposal SRU-C-RFP 003-16 Facilities Master Planning Services _ CONTRACTING OFFICE Slippery Rock University of Pennsylvania Contracts Office Slippery Rock, PA CONTRACTING OFFICER J F Revesz Director of Contracts November 2016 REQUEST FOR PROPOSAL FOR FACILITIES MASTER PLANNING SERVICES TABLE OF CONTENTS Part I GENERAL INFORMATION FOR PROFESSIONALS Part II INFORMATION REQUIRED FROM THE PROFESSIONAL Part III SELECTION OF THE PROFESSIONAL Part IV SCOPE OF WORK Part V PROPOSED DATA ASSEMBLY & ANALYSIS PROCEDURES APPENDICES APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX APPENDIX Standard Form of Agreement for Specific Professional Design Services PA Business Certification Form PASSHE Form 150 ASP Professional Fee Costs Principles Professional Integrity Provisions Slippery Rock University Preliminary Master Plan Report PART I GENERAL INFORMATION FOR PROFESSIONALS 1.1 PURPOSE AND SCOPE OF REQUEST FOR PROPOSAL (RFP) 1.1.1 CONTRACT FOR FACILITIES MASTER PLANNING SERVICES The University will select the firm deemed most qualified to provide Facilities Master Planning Services and will attempt to negotiate a professional services contract based on agreed upon components Firms must have successfully completed a minimum of 10 campus master plans for universities similar in size to Slippery Rock University within the past years The University encourages all firms, including small firms, minority business enterprises, and women business enterprises, capable of performing the work solicited by this RFP to submit Proposals The University will consider joint ventures and subcontract arrangements that will enable firms to participate Estimated cost to perform this work is $275-300,000 1.1.2 INTENT OF FACILITIES MASTER PLANNING SERVICES CONTRACT Slippery Rock University needs a new Facilities Master Plan as prescribed by the Facilities Manual of the Pennsylvania State System of Higher Education (PASSHE) located on the web at http://www.passhe.edu/inside/anf/Fac/Pages/Facilities_Manual.aspx The contract that results from this RFP is intended to ensure Slippery Rock University fulfils the requirements of BOG Policy 2000-02 which requires each State System of Higher Education university to maintain a current facilities master plan for programming the renovation and construction of capital facilities projects for the university 1.1.3 CONTENTS OF THIS RFP This RFP provides interested Professionals with sufficient information to enable them to prepare and submit Proposals for the University’s consideration concerning the need for Facilities Master Planning Services This RFP contains: • 1.1.4 • Instructions governing the Proposals to be submitted and the materials to be included A description of the services to be provided • General evaluation criteria • Campus Information PRIME PROPOSERS AND SUBCONSULTANTS A firm can propose as a Prime Proposer and as a Sub consultant with another Prime Proposer A Proposer should submit the entire team necessary to perform the Facilities Master Planning Service The team proposed is intended to be the team used to perform the Master Planning Services 1.2 ISSUING OFFICE & CONTRACTING OFFICER This RFP is issued by Slippery Rock University of the Pennsylvania State System of Higher Education, under the direction of the Contracting Officer The Contracting Officer will be responsible for administering the Contract that will be awarded from this solicitation and will be responsible for the execution of all Individual Work Orders to be issued under the contracts The Contracting Officer will be the point of contact for contractual to questions regarding this RFP All technical questions or requests for clarification shall be posted on the eProcurement Exchange 1.3 ISSUING OFFICE: Slippery Rock University Contracts Office MAILING ADDRESS: Slippery Rock University Contracts Office 005 Old Main Slippery Rock, PA 16057 CONTRACTING OFFICER TECHNICAL POINT OF CONTACT J F Revesz Director of Contracts V: 724-738-2255 Scott Albert AVP of Facilities and Planning V: 724-738-4342 ePROCUREMENT EXCHANGE Utilizing the eProcurement Exchange (reference Part II), suppliers must express their intent to submit a proposal by December 8, 2016, 2:00 PM EST Any RFP addendums/updates will be sent directly to the contact person and will also be located at PASSHE’s eProcurement Exchange If a supplier does not have the capability to use this eProcurement tool, please notify the issuing office 1.4 SUPPLIER RESPONSIBILITIES Suppliers will be expected to register at PASSHE’s eProcurement Exchange in order to submit proposals That individual will be the sole point of contact with regard to contractual matters 1.5 RESTRICTION OF CONTACT Note that only information supplied by the issuing office, including responses to questions regarding the RFP, should be used in preparing Supplier proposals Any and all other contacts or information received regarding the subject prior to the release of this RFP should be disregarded in preparing responses From the issue date of this RFP until a determination is made regarding the selection of a supplier, all contacts concerning this RFP must be made through the issuing office Any violation of this condition is cause for Slippery Rock University to reject a supplier’s proposal If it is later discovered that any violations have occurred, Slippery Rock University may reject any proposal 1.6 PERTINENT DATES: • Questions accepted up through: November 30, 2016, 2:00 PM EST • Responses to questions posted; as received, final responses posted by December 7, 2016 • Submission Deadline: December 13, 2016, 2:00 PM EST Tentative Procurement and Project Schedule 1.7 RFP Issued 11/15/2016 Proposals Due 12/13/2016 On Campus Presentations For Finalists 1/17/2017-1/24/2017 Selection of Master Planner Announced 2/24/2017 Complete Contract Negotiations 3/24/2017 Contract Executed 6/23/2017 Complete Master Plan 3/30/2018 TYPE OF CONTRACT 1.7.1 SINGLE AWARD The University expects to select a single Professional for the prospective contract 1.7.2 NEGOTIATIONS Prior to entering into a Contract, negotiations regarding fees (billable rates and overhead rates) will be undertaken with Professional (i) whose Proposal shows them to be qualified, responsible, and capable of performing the work, and (ii) who, in the judgment of the Selection Board, scored high enough against defined selection criteria to warrant this effort If negotiations are entered into, the University will request financial information from the Professional in order to evaluate billable rates and overhead rates 1.7.3 CONTRACT AWARD After successful negotiations, the selected Professional will be expected to enter into a standard University contract (Standard Form Of Agreement) with the University The Contract will be based upon a Not to Exceed contract price A sample of the Contract Form is provided in Appendix 1.7.4 CONTENTS OF THE CONTRACT A Contract between the University and a Professional that results from this RFP shall contain all the terms and conditions agreed to by the parties, including the following: 1.7.5 • This RFP • A successful proposal (response to this RFP) • Successfully negotiated fees (billable rates and overhead rates) and estimated reimbursable expenses • A fully-executed Contract approved and delivered with appropriate University and Commonwealth attorneys’ signatures • All exhibits incorporated in fact or by reference Contract Period The term of the Contract will be as agreed upon in negotiations 1.8 PROPOSALS To be considered: Professionals shall submit a complete response to this RFP • Proposals shall be in the format described in Part II • Proposals shall only be submitted through the eProcurement Exchange • The Professional shall make no other distribution of proposals • Proposals shall be signed by an official authorized to bind the Professional to the provisions of this RFP and a potential Contract For this RFP, the Proposal shall remain valid for at least 180 days The contents of a selected Professional’s Proposal will become contractual obligations if a Contract is entered into Clauses within the Professional’s Proposal that are in conflict with the intent of this RFP or in conflict with the potential Contract will not be valid 1.9 REJECTION OF PROPOSALS The University, at its own discretion, reserves the right to reject any and all Proposals received as a result of this RFP The University, at its own discretion, reserves the right to cancel the RFP any time prior to a fully executed Contract, and if desired, reissue the RFP 1.10 INCURRING COSTS The University is not liable for any costs incurred by Professionals prior to issuance of an Individual Work Order awarded under the Open End Contract 1.11 ECONOMY OF PREPARATION Proposals shall be prepared simply and economically, providing straightforward, concise descriptions of the Professional’s ability to meet the requirements of the RFP 1.12 ORAL PRESENTATION A Professional who submits a Proposal may be required to make an oral presentation of the Proposal to assist the University in making the final selection A presentation is intended to provide an opportunity for the Professional to clarify the Proposal to ensure thorough and mutual understanding The Contracting Officer will schedule a presentation if such are deemed necessary The Professional(s) performing the presentation must be an integral part of the team that will be preparing the master plan 1.13 PRIME PROFESSIONAL RESPONSIBILITIES A selected Professional is considered to be the “Prime Professional” and will be required to assume responsibility for all services offered in the Proposal whether or not they are produced directly by the Prime Professional’s firm The University will consider the selected Prime Professional to be sole point of contact with regard to all contractual matters 1.14 DISCLOSURE OF PROPOSAL CONTENTS Suppliers’ proposals will become part of the contract award resulting from this RFP and are not, therefore, confidential PASSHE has the right to use any other concepts presented in any reply to this RFP Selection or rejection of a proposal does not affect this right 1.15 OPEN RECORDS Please be advised that effective January 1, 2009 all responses to this procurement opportunity are subject to the Pennsylvania Right-to-Know Law, 65 P.S §67.101 et seq., (Act of 2008) The Right-to-Know Law permits any requestor to inspect and/or copy any record prepared and maintained or received in the course of the operation of a public office or agency that is not subject to the enumerated exceptions under the law If your response to the procurement opportunity contains a trade secret or confidential proprietary information, you should include with your response a separate signed written statement to that effect Should your response become the subject of a Pennsylvania Right-to-Know Law request, you will be notified by the procurement office to identify all trade secrets or confidential and proprietary information that is included in your response The agency will then determine whether the claimed trade secret or confidential and proprietary information is subject to disclosure 1.16 DEBRIEFING CONFERENCES The Announcement of Selections is expected within 180 days from the RFP’s closing date If an Announcement of Selections is not received within 180 days of the RFP’s closing date (or any written extension thereof) the Proposer may assume that they were not selected for the work All Professionals, whether selected or not, will be notified of the name of the selected Professional and may be given the opportunity to be debriefed Upon written request, a Proposer may be orally debriefed as to the basis for non-selection The purpose of a debriefing is not to compare Proposals, but to provide information that may assist the individual Proposer in understanding why the firm’s Proposal was eliminated from the competition and how the firm might prepare better Proposals in the future Requests for oral debriefing shall be made in writing to the attention of the Contracting Officer within 14 days after the University publishes the Announcement of Selections The Contracting Officer will set the time and location of the debriefing The University is not legally required to debrief proposers However, the University elects to provide opportunity for debriefings as a professional courtesy Since this RFP is expected to draw a very large number of Proposals, the University reserves the right to determine if and how debriefs will be conducted Debriefings will be scheduled at the University’s discretion and may occur over many weeks depending on the number of requests 1.17 DEBARRED CONTRACTORS Contractors currently under suspension or debarment by the Commonwealth, any other state, or the Federal government, are not eligible for award of any contract for this project Additionally, contractors shall not contract with or employ any subcontractors, suppliers, or individuals that are currently under suspension or debarment A current list of suspended or debarred contractors is available by contacting the Department of General Services, Office of General Counsel, North Office Building Room 603, Harrisburg, Pennsylvania 17125 1.18 COMMONWEATH OF PENNSYLVANIA CONTRACTOR RESPONSIBILTY PROGRAM (CRP) The University may utilize the Commonwealth of Pennsylvania CRP System, as provided for under the Governor's Office's Management Directive 215.9 Amended, Contractor Responsibility Program, dated October 25, 2010, to ensure that the University contracts only with responsible contractors Suppliers must certify that they are not currently under suspension or debarment by the Commonwealth of Pennsylvania, any other state, or the federal government to the best to their knowledge Additionally, service providers must certify that they are not tax delinquent with either the Pennsylvania Department of Revenue or the Pennsylvania Department of Labor and Industry to the best of their knowledge Service providers must acknowledge that, if they are currently under suspension or debarment, or if they owe delinquent taxes, their proposal may not be accepted or considered Suppliers will certify to all of the above upon submittal of their proposal 1.19 REFERENCES AND PAST PERFORMANCE The University reserves the right to contact any and all references provided by a proposer, as well as any of the proposer’s past or current clients and/or customers, to glean information on the proposer’s past performance and experience Such information may be used in a determination of the proposer’s responsibility 1.20 SMALL AND DIVERSE BUSINESSES The University encourages participation by Small and Small Diverse businesses as prime contractors, joint ventures, and subcontractors/suppliers 1.21 NEWS RELEASES News releases pertaining to this RFP may not be made without prior University approval, and then only in coordination with the Contracting Office No name or likeness of the University may be used without the expressed written permission of the University 1.22 COST DATA – NEGOTIATION OF FEES DO NOT SUBMIT ANY COST AND PRICING INFORMATION WITH THE PROPOSAL The negotiation of fees and the submission of cost data will only be required from firms selected for contracts in accordance with the selection criteria and processes cited in this RFP If negotiations of overhead rates, hourly rates, and fees fail with a selected firm, the University may move to the next highest scoring but otherwise not selected firm For cost principles that will be applied in negotiations of a contract, See APPENDIX - PROFESSIONAL FEE COST PRINCIPLES 1.23 NOTICE AS TO FILING A PROTEST 1.23.1 PROTEST SUBMITTAL A Proposer, Prospective Proposer, or Prospective Professional that is aggrieved in connection with the solicitation or award of a Contract under the Commonwealth Procurement Code, except as provided in 62 Pa.C.S.A § 521 (relating to cancellation of invitations for bids or requests for proposals) may file a Protest with the Office of the Chancellor at the following address: Office of the Chancellor Pennsylvania State System of Higher Education 2986 North Second Street Harrisburg, Pennsylvania 17110 Copy Of Protest Submittal A copy of any Protest shall be simultaneously mailed to the Contracting Officer for this RFP, the name and address as stated previously in this RFP 1.23.2 TIME FOR FILING OF PROTEST If the Protestant is a Prospective Proposer, a Protest shall be filed with the Office of the Chancellor at the aforementioned address prior to the Proposal’s due date If the Protestant is a Proposer or Prospective Professional, the Protest shall be filed with the Office of the Chancellor at the aforementioned address within days after the aggrieved Proposer or a Prospective Professional knew or should have known of the facts giving rise to the protest In no event may a Protest be filed later than days after the date on which the University announces the selection of firms for contract negotiations If a Proposer, Prospective Proposer, or Prospective Professional fails to file a Protest, or files an untimely Protest, the Proposer, Prospective Proposer, or Prospective Professional will have waived the right to Protest the solicitation or award of the Contract in any forum The University will disregard Protests that are untimely filed 1.23.3 GROUNDS FOR PROTEST A Protest shall state all grounds upon which the Protestor asserts that the solicitation or award of the Contract was improper The Protestor should submit with the Protest any documents or information deemed relevant to the protest 1.23.4 DECISION BY OFFICE OF THE CHANCELLOR Upon receipt of the Protest, the Office of the Chancellor will render a decision in accordance with the procedures outlines within the Commonwealth Procurement Code, 62 Pa.C.S.A §1711.1 et seq End of Part I 10 mission in teacher education, the normal school over the years fulfilled its mandate well, graduating thousands of students to staff the public schools in Pennsylvania and throughout the nation In 1926, the institution was purchased by the Commonwealth, became a four-year teachers college, and continued the tradition of teacher training While the curricular preparations were in elementary education and in a number of secondary education subjects, the area of academic focus which was assigned at that time by the Pennsylvania Department of Education was in health and physical education And it was in that concentration that the institution soon achieved a national reputation for excellence Slippery Rock State College was established in 1960 and for the first time, could award undergraduate and graduate degrees in the liberal arts and in the professions Expanded curricular offerings and an increased number of degree programs created an appreciable rise in enrollment From 1960 to 1970, enrollment rose from 1,314 to 5,446 students Over a decade later, as part of the Pennsylvania State System of Higher Education, Slippery Rock University enjoys an enrollment of some 8,852 students in more than 100 degree programs Students are enrolled from 41 states and 34 countries b Academic Programs and Degrees (additional information on current and future directions for Slippery Rock University is available at www.sru.edu/academics Accreditation, Approvals, Memberships: ACCREDIATIONS: Slippery Rock University is accredited by the Middle States Commission on Higher Education (MSCHE) The Commission is a voluntary, non-governmental, membership association that defines, maintains, and promotes educational excellence across institutions with diverse missions, student populations, and resources It examines each institution as a whole, rather than specific programs within institutions On June 23, 2011 SRU's accreditation was reaffirmed by MSCHE MSCHE is recognized by the Council for Higher Education Accreditation Slippery Rock University recently completed crafting the self-study document for the Periodic Review Report, due to the Commission in 2016 The process is "intended to strengthen and sustain quality and integrity of higher education, making it worthy of public confidence and minimizing the scope of external control " Characteristics of Excellence in Higher Education, Published by the MSCHE In addition to Middle States' regional accreditation, Slippery Rock University is recognized by various programmatic accreditation bodies: ACCREDITATION ASSOCIATION FOR AMBULATORY HEALTH CARE, INC 3201 Old Glenview Road, Suite 300 Wilmette, IL 60091 www.aaahc.org • McLachlan Student Health Services ACCREDITATION BOARD FOR ENGINEERING AND TECHNOLOGY, INC 11 Market Place, Suite 1050 Baltimore, MD 21202 www.abet.org 22 • • • Computer Science, BS Information Systems, BS Information Technology, BS ACCREDITATION COMMISSION FOR NURSING EDUCATION (ACEN) 3343 Peachtree Road NE, Suite 850 Atlanta, GA 30326 http://acenursing.org/ • Nursing RN to BSN Completion, BSN ACCREDITATION COUNCIL FOR BUSINESS SCHOOLS & PROGRAMS 11520 West 19th Street Overland Park, KS 66213 www.acbsp.org • • • • • Accounting, BSBA Economics, BSBA Finance, BSBA Management, BSBA Marketing, BSBA AMERICAN CHEMISTRY SOCIETY 1155 Sixteenth Street, NW Washington, DC 20036 www.acs.org • Chemistry, ACS Certified Track, BS AMERICAN PHYSICAL THERAPY ASSOCIATION 1111 N Fairfax Alexandria, VA 22314-1488 Commission on Accreditation in Physical Therapy Education [CAPTE] www.apta.org • Physical Therapy, DPT COMMISSION OF ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS 35 E Wacker Dr., Suite 1970 Chicago, IL 60601-2208 www.caahep.org • • • Exercise Science, BS Exercise Science + Pre-Physical Therapy, BS Therapeutic Recreation, BS COMMISSION ON ACCREDITATION OF ATHLETIC TRAINING EDUCATION 2201 Double Creek Drive Suite 5006 Round Rock, TX 78664 http://www.caate.net/ • Athletic Training, BS 23 COMMISSION ON SPORT MANAGEMENT ACCREDITATION 1900 Association Drive Reston, VA 20191 www.cosmaweb.org • Sport Management, BS COUNCIL FOR ACCREDITATION OF COUNSELING AND RELATED EDUCATIONAL PROGRAMS 5999 Stevenson Avenue, 4th Floor Alexandria, Virginia 22304 www.cacrep.org • • • Student Affairs, MA Community Counseling, MA School Counseling, MA COUNCIL ON SOCIAL WORK EDUCATION 1600 Duke St., Suite 300 Alexandria, VA 22314 www.cswe.org • Social Work, BS INSTITUTE FOR SAFETY AND HEALTH MANAGEMENT 2004 Hatton Court #101 Columbia MO 65203 www.ishm.org • Safety Management, BS INTERNATIONAL ASSOCIATION OF COUNSELING SERVICES 101 S Whiting Street, Suite 211 Alexandria, VA 22304 http://www.iacsinc.org/ • Student Counseling Center NATIONAL ASSOCIATION OF SCHOOLS OF ART AND DESIGN 11250 Roger Bacon Drive, Suite 21 Reston, VA 20190-5248 nasad.arts-accredit.org • Art, BA & BFA NATIONAL ASSOCIATION OF SCHOOLS OF DANCE 11250 Roger Bacon #21 Reston, VA 20190 nasd.arts-accredit.org 24 • Dance, BA NATIONAL ASSOCIATION OF SCHOOLS OF MUSIC (NASM) 11250 Roger Bacon #5 Reston, VA 20190 www.nasm.arts-accredit.org • • • • Music, BA Music Therapy, BM Music Performance, BM Music Education, BM NATIONAL ASSOCIATION OF SCHOOLS OF THEATRE 11250 Roger Bacon Drive, Suite 21 Reston, VA 20190-5248 www.nast.arts-accredit.org • • Theatre, Acting/Design and Technology, BA Theatre, Playwriting, BA NATIONAL COUNCIL FOR THE ACCREDITATION OF TEACHER EDUCATION 2010 Massachusetts Ave., N.W Washington, D.C 20036-1023 www.ncate.org • • • • • • • • • • Elementary Ed, BSED Health Education K-12, BSED Mathematics Education, MED Physical Education, BSED Reading Education, MED Science Education, MED Secondary Ed French and Spanish, BSED Secondary Ed English, BSED Secondary History, BSED Special Ed dual Elem Ed, BSED & MED NATIONAL RECREATION AND PARK ASSOCIATION 22377 Belmont Ridge Road Ashburn, Virginia 20148 www.nrpa.org • • Parks and Recreation, Parks and Resource Management, BS Parks and Recreation, Resort Recreation Mgt & Tourism, BS PROFESSIONAL ASSOCIATION OF THERAPEUTIC HORSEMANSHIP INTERNATIONAL PO Box 33150 Denver, CO 80233 http://www.pathintl.org/ 25 • Storm Harbor Equestrian Center c Site: More detailed information regarding the nature, location, and composition of the Campus can be found in the existing Campus Master Plan 4.5 REFERENCE DOCUMENTS 4.5.1 Reference Documents that will be provided to the selected professional design firm:                  4.5.2 University Strategic Planning Documents Academic Plan of Future Programs Middle States Self-study Accreditation Report Base Campus Plan/Map • Includes Campus topographic map (=/- feet from previous aerial survey) List of peer / aspirant institutions Enrollment and Demographics Data PASSHE Facilities Database PASSHE Infrastructure Database Previous Master Plan Space Data Classroom / laboratory utilization statistics ESCO Energy Audit Study Sightlines Facilities Assessment and Projected Deferred Maintenance Investments Climate Action Plan/Sustainability Goals Security/Safety Audits and Planned Projects Borough/Township/County Planning documents Any other relevant project documents/studies as requested to aid in the Master Planning efforts Reference Documents that will need to be provided by the selected professional design firm  Documentation of Master Planning process • • • • • • • • • •  Executive summary and recommendations Site development plan (if applicable) Implementation strategy Existing conditions survey Building development plan Financial estimate Rendering of campus by stages of development Illustration (schematic) of proposed development Documentation of existing campus Utility infrastructure review Documentation of specific studies: • • • Space Utilization Study Parking/Circulation Study Feasibility Study / Adaptive Reuse of Existing Buildings 26 • • 4.6 Landscape/Sustainability/Storm Water Management Study Housing Study GENERAL AND SPECIAL CONDITIONS 4.6.1 Regardless of any instruction herein to the opposite, all work under this contract must be accomplished within the laws, statutes, guidelines, rules and regulations, and policies of the United States, the Commonwealth of Pennsylvania, the Pennsylvania State System of Higher Education, Slippery Rock University, and local and municipal authorities It is the responsibility of the Consultant and all sub-consultants to abide by these conditions 4.6.2 The Professional is responsible for all administrative requirements necessitated by completing the work as further detailed herein, including coordinating and attending as many meetings as necessary, and documenting, providing, and distributing meeting minutes and other pertinent data to as many University constituents as necessary to successfully complete the tasks identified herein 4.6.3 The University reserves the right to further define the scope of services and may omit activities or tasks herein noted 4.6.4 The Professional will be responsible for researching and documenting any information felt necessary to properly complete the work, but which is not currently available from the University 4.6.5 The Professional will arrange for all meetings and prepare and distribute minutes of meetings The Professional will also provide a summary record of all focus group and other discussions 4.6.6 All reports and drawings will be prepared and submitted in hardcopy and electronic format Drawing format should be compatible with University format requirements 4.6.7 The new Master Plan will ultimately be approved by the University Council of Trustees All other approvals referenced in Volume VI-C University Master Planning are not applicable End of Part IV 27 PART V PROPOSED DATA ASSEMBLY & ANALYSIS PROCEDURES 5.1 ORIENTATION - Task 5.1.1 Orientation Visit The Professional will meet with the University President, President’s Cabinet, and the Campus Master Plan Committee (CMPC) to discuss the University’s educational mission and goals, the strategic plan, the campus marketing and branding initiative, the Campus Facilities Master Plan goals and objectives, and the current facilities funding programs and plans, and other items pertinent to the updating of the Campus Facility Master Plan At this meeting(s), a detailed schedule of assigned tasks, the content, form and date of the Campus Facilities Master Plan kick-off meeting, and a schedule of interviews with the following groups will be established: APSCUF Executive Committee, representative of staff bargaining units, Academic Deans and Department Heads, Campus Administrators and Managers, President’s Cabinet, Residence Hall Association, and the Student Government 5.1.2 Obtain Existing Data The existing Campus Facilities Master Plan provides much, still pertinent, information Assemble existing data reports from the University providing necessary background information to cover the intervening twenty-year period These reports include information on physical conditions such as utilities, parking, relevant policies and procedures, environmental reports, current and planned curricula, current and projected student enrollment, facility use surveys, mapping products, and any other information that may be appropriate for the planning effort The intent is to gather and use all of the extensive data already available at the University The assumption is that student enrollment will grow from current levels to 1500 additional students over a five-year time period 5.1.3 Site Orientation During this time, the Professional will conduct a two-day tour of the University and key interviews will be conducted The Professional will perform initial verification of available information and assess general physical conditions 5.1.4 Campus Facilities Master Plan Kick-off Meeting The Professional will conduct one public meeting to present the master plan effort This meeting will be open to the entire University community as well as interested parties from the surrounding area The University administration will present the University Strategic Plan, University Vision, and University goals and objectives (including growth, facilities assessment, and safety and security assessment) The Professional will present the planning team, process, and schedule All comments obtained at this meeting will be included as part of the master plan documentation 5.1.5 Product The product of this task will be a list of goals, objectives, detailed schedule, and planning assumptions submitted to the University for approval through the CMPC (or their designee) to the President’s Cabinet 28 Upon written approval of Task 1, the Professional will proceed to Task 5.2 INVENTORY OF EXISTING CONDITIONS/SITE EVALTUATION – Task 5.2.1 Questionnaire The Professional will develop pertinent survey questions for review and approval by the CMPC The Professional will administer the survey through an on-line, internet-based facility, collect and collate the responses, and provide the results to the University 5.2.2 Workshop The Professional will conduct multiple workshops on campus and in the community: at least two-to-three, at different times and dates for faculty, administration, staff, and students, one for the Slippery Rock University Foundation and Alumni Association, and two open workshops held off campus in the community The purpose of these workshops is to elicit information about issues from each of these groups, and to ensure that all interested parties have an opportunity to be fully engaged in the planning process 5.2.3 Field Investigation The Professional shall conduct field investigations to document and verify information Areas to be studied are: traffic flow, parking, student movements, site constraints including topography, drainage, soils, slopes, and wetlands; architectural and site character, and issues identified during the workshop session and from the interviews This will be a general overview of site condition and not a detailed survey of information The Professional will take photographs and begin to document issues of concern An important part of this task if for the Professional team to see the campus at all times of day and to view activity during major functions such as athletic events and concerts 5.2.4 Presentation The Professional will present findings to this point in a meeting with the CMPC (or their designee) 5.2.5 a Products of Task Compilation of issues identified in the workshops and questionnaires by categories including facilities, maintenance, space, visual quality, student life, Slippery Rock University Foundation, and others as appropriate These issues will be placed in priority order based on input from workshop attendees and the frequency each was reported in the workshops and questionnaire 29 b Documentation of findings in narrative format Information provided at this stage will reflect data obtained during Task and Task Existing conditions maps and narratives will include: 1) Surrounding municipalities - The Professional will document planning actions to occur off-campus including impact from municipalities, utility, and transportation organizations and local developers This map will show surround land use and zoning A narrative will describe information such as demographics, employment impacts, services, and overall relations between Slippery Rock University and its neighborhoods 30 2) Site Constraints to Developments – This includes mapping and reporting on factors that affect development Items to be included are: soils, slopes, wetlands, flood plains, aquifer recharge area, historic buildings, archeological sites, environmental issues, visual quality, vegetation, critical open space, and sub-surface conditions particularly buried utilities The Professional will rely on existing sources of information gathered from previous reports and documents A constraint composite map will be developed indicating those areas of the site that are most suitable for development Problem areas will be indicated as well The narrative will describe the existing situation and be supported by graphics, photos and maps as necessary to effectively communicate the information Development potential will be discussed including cost implication and environmental requirements 3) Existing Land Use - The existing land use map will be drawn based on an understanding of how facilities are currently used The Professional will define any map existing land use patterns The narrative will describe the functional relationships and overall effectiveness of the existing land use structure This will include a discussion of adjacency requirements, operational conflicts, and inefficiencies 4) Existing Circulation - These maps will show the major, secondary, and service road, parking areas with capacities, pedestrian and bicycle routes Site access, conflict points, and issues and concerns will be indicated on these maps The narrative will discuss the general conditions of the circulation system including adequacy of the streets and parking, conflict with pedestrians and vehicles, accommodations for bicycles, and general site accessibility This does not include an in-depth traffic study, but will provide information appropriate for master planning level decisions 5) Building Use Map The Professional will develop a building use map based on information obtained from the Facilities Inventory Database Information will include space by type, department, and size Develop a tabulation of existing and required facilities format to be used as the basis for the space analysis in the performance of Task The narrative will summarize facility use and summarize user concerns identified in the workshops This product will be an attractive report containing photographs, maps, text, and charts as needed to communicate findings of Task and These products will be submitted for approval through the CMPC (or their designee) to the President’s Cabinet Upon written approval of Task 2, the Professional will proceed to Task 31 5.3 PROGRAM DEVELOPMENT – ASSESSMENT OF NEEDS & REQUIREMENTS – Task 5.3.1 Space Requirements: The Professional will generate a tabulation of existing and required facilities in an approved data base format using accepted space standards and space requirement projections The format must be capable of being integrated into the existing SRU space database (MS Access) This will be developed by college, department, and type of space Space requirement projections will be prepared and coordinated with the University by the Professional The workshops, questionnaires administered by the University, and selected interviews with the President’s Cabinet, Campus Master Planning Committee (or their designee), Deans, Vice Presidents, Department Chairs, Department Heads and Directors will provide the sources for this information The determination of space requirements will result in two levels of projected needs; an order of magnitude space program by each College by Department by project over the next 0-5 years, 5-10 years and a long-term space program projected to the extent possible given the current understanding of campus needs This is typically a 20-year projection 5.3.2 Assessments: The space assessment will be completed for this task 5.3.3 Products of Task 3: The products of Task are an updated data base and report identifying shortages and excesses of space based on projections of 0-5, 5-10 and 10-20 years, adequacy of the type of physical space to support the existing functions along with an overview of existing physical problems, and adequacy of functional relationships Study results will also identify the strengths and weaknesses of the existing classroom/lab mix and utilization of those spaces along with recommendations for improvements and the estimated costs of these improvements will be shared The Professional will submit this work for approval through the CMPC (or their designee) to the President’s Cabinet 5.3.4 Presentation: The Professional will present findings to this point in a meeting with the CMPC (or their designee) Upon written approval of Task 3, the Professional will proceed to Task 32 5.4 MASTER PLANNING – CONCEPT DEVELOPMENT - Task 5.4.1 Alternatives: The Professional will analyze and recommend to the CMPC (or their designee) alternative concepts for land use, circulation, and space utilization, and integrating the various assessments and studies These recommendations will be made in comparison to the existing Campus Facilities Master Plan 5.4.2 Selection of alternatives: The Professional will assist the University in selecting the most suitable concept approach for further development based on an analysis of functional adequacy, cost, flexibility, aesthetics, and overall potential for implementation 5.4.3 Campus Master Planning Committee Presentation: The Professional will present the alternatives and recommendations for selected alternative to the Committee 5.4.4 Products of Task 4: The products of Task will be a summary of the alternatives and a description of the rationale used in selecting a plan submitted for approval through the CMPC (or their designee) to the President’s Cabinet Upon written approval of Task 4, the Professional will proceed to Task 33 5.5 MASTER PLAN DEVELOPMENT – TASK Based on the selected alternative above, the Professional will proceed to develop the balance of the updated Master Plan This includes: 5.5.1 Space Utilization Plan: Based on the tabulation of existing and required facilities developed in 5.3.1, and the selected alternative, the Professional will develop a plan to address space deficiencies Specific projects and sites will be identified, and budget level cost estimates will be developed for projects included in the capital facilities program Space problems will be addressed by College and by Department level With respect to what academic programs will be expanded and how, assumptions will need to be made in order to develop appropriate and meaningful facilities plans This effort will not develop internal building space plans 5.5.2 Land Use Plan: Based on the existing information gathered above, the Professional will identify conflicts/deficiencies in the existing land use, prepare an ideal land use model, and develop a proposed land used plan base of the selected alternative The Land Use Plan will reflect the functional relationships identified in the space utilization survey 5.5.3 Circulation Plan: The Professional will identify deficiencies and recommend improvements to meet current and future requirements Campus access, roads, parking, and pedestrian routes will be included Specific projects will be identified and budget level cost estimates will be developed for projects included in the capital facilities program The circulation plan will be integrated with the land use plan 5.5.4 Capital Facilities Program: The Professional will identify a list of options required to address facility needs identified in the Master Plan This list will include both buildings, including future housing, and infrastructure needs The University will review this list and select the preferred alternatives The Professional will develop scope and budgets for these projects and recommend a phasing plan 5.5.5 Sustainability/Storm Water Management/Landscaping Plan: The professional will identify any existing storm water management deficiencies and any improvements necessary to support any future building projects on campus The professional will also develop a list of suggested landscaping opportunities and develop design standards to build upon existing improvements that will incorporate sustainability, and where feasible, enhance campus building and grounds appearance including concepts for the creation of formal/informal outdoor learning spaces 5.5.6 Surrounding Municipalities: Impact to and from the local community will be identified and mitigation measures will be recommended 34 5.5.7 Interim Submission/Meetings: This will be an “on-board” working meeting with the CMPC (or their designee) The purpose is to discuss concepts prior to developing the final document 35 5.5.8 Products for Task 5: The products of Task will include complete narrative report and supporting graphics necessary to effectively communicate the planning process, decisions, and President’s Cabinet Upon written approval of Task 5, the Professional will proceed to Task 5.6 FINAL REPORT – TASK The final report will include the following information: 5.6.1 Narrative report describing the existing situation, planning analysis and the ultimate plan: All issues identified in this scope will be included in this narrative 5.6.2 Graphic representations of information as needed to communicate the information: Specific graphics will be included for site constraints, land use, building use, circulation, capital facilities program, surrounding area information, the development plan, and design guidelines The document will also contain charts and photographs as appropriate 5.6.3 Final Report: The final report will be considered complete upon approval in writing from the University 5.6.4 Additional services that can be performed under this contract but are not included in this fee proposal are: • Schematics of Projects End of Part V 36