UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS PHYSICAL MASTER PLANNING TEMPLATE REFERENCE GUIDE. Copyright Notice (c)1996 University System Of Georgia

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1 UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS Copyright Notice (c)1996 University System Of Georgia All rights reserved. This "template" is for the exclusive use of the Institutions of the University System of Georgia. No part of this "template" may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise without the express permission of the Owner. Any attempt to duplicate this material without the express permission of the Owner is prohibited. Contact the Owner at ldaniels@mail.regents.peachnet.edu PHYSICAL MASTER PLANNING TEMPLATE REFERENCE GUIDE JULY 1997

2 BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA PHYSICAL MASTER PLANNING TEMPLATE REFERENCE GUIDE Prepared by SASAKI ASSOCIATES Watertown, MA July 1997 I

3 REFERENCE GUIDE CONTENTS A B C D E Sample Table of Contents for Physical Master Planning Reports Sample Narratives Sample Tables Sample Cover Sample Figures THIS REFERENCE GUIDE IS INTENDED TO ACCOMPANY THE PHYSICAL MASTER PLANNING TEMPLATE PUBLISHED BY THE UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS. THE GUIDE PROVIDES FORMATTING GUIDELINES AND USEFUL EXAMPLES OF THE PRODUCTS WHICH ARE OUTLINED IN THE TEMPLATE.

4 SAMPLE TABLE OF CONTENTS A SAMPLE TABLE OF CONTENTS SHOULD BE USED FOR THE TECHNI- CAL MEMORANDA REPORT. NARRA- TIVE TEXT SHOULD UTILIZE RECOM- MENDED OR SIMILAR FONTS.

5 All header text is 10 pt Univers bold; other text is 10 pt Caslon regular; text arranged in a two-column format PREFACE i. Table of Contents ii. Acknowledgements iii. Executive Summary WORK PROGRAM 1. History of the Institution 1.1 Description of History 1.2 Overview of Institution 2. Goal Formulation 2.1 Institutional Mission Statement and Strategic Plan 2.2 Goals and Issues for Future Academic Program 3. Existing Campus Conditions 3.1 Campus Grounds Campus Framework Land Use Building Use and Condition Open Space and Pedestrian Circulation Vehicular Circulation and Parking Recreation and Sports Facilities 3.2 Existing Campus Infrastructure Steam Chilled Water Potable Water Sanitary Natural Gas Electrical Distribution Stormwater Communications 3.3 Existing Community Setting Physical Relationship Regulatory Requirements Environmental Requirements 4. Future Campus Requirements 4.1 Description of Future Academic Program WORK PROGRAM (CON T) Academic Space Requirements by Academic Division Academic Support Facility Requirements 4.3 Parking Space Requirements 4.4 Athletic and Recreational Space Requirements 4.5 Utility Infrastructure Requirements 5. Preliminary Physical Master Plan 5.1 Alternative Concepts Land and Building Use Open Space Vehicular Circulation and Parking Athletic and Recreational Space Utilities (if applicable) 5.2 Preliminary Cost Estimates 5.3 Comparative Assessment of Alternatives 5.4 Selection of Preferred Alternative 6. Physical Master Plan 6.1 Land and Building Use 6.2 Vehicular Circulation and Parking 6.3 Open Space and Pedestrian Circulation 6.4 Recreation and Athletic Facilities 6.5 Utility Infrastructure 7. Implementation 7.1 Cost Estimates 7.2 Phased Capital Improvement Program 7.3 Phasing Plan(s) 7.4 Architectural and Site Design Standards 7.5 Planning and Monitoring Process 4.2 Space Needs Analysis To Target Year Student Enrollment Assumptions Faculty and Staff Projections

6 Sample List of Figures (include applicable figures) Historic Periods (Section I) Historic Buildings Survey (Section I) Campus Framework (Section III) Campus/es Location Map (Section III) Existing Land Use Pattern (Section III) Existing Building Use Type and Academic Unit (Section III) Existing Vehicular Circulation/Parking (Section III) Existing Recreational Space (Section III) Existing Steam Utilities (Section III) Existing Chilled Water Utilities (Section III) Existing Natural Gas Utilities (Section III) Existing Potable Water Utilities (Section III) Existing Electrical Utilities (Section III) Existing Sanitary Utilities (Section III) Existing Communications Utilities (Section III) Existing Stormwater Utilities (Section III) Existing Community Physical Relationships (Section III) Regional Access (Section III) Existing Political/Jurisdictional Entities (Section III) Context Area Land Use (Section III) Zoning (Section III) Environmental Constraints (Section III) Proposed Land Acquisition/Disposition (Section IV) Land/Building Use Alternatives (Section V) Open Space/Pedestrian Circulation Alternatives (Section V) Vehicular Circulation/Parking Alternatives (Section V) Athletic/Recreational Space Alternatives (Section V) Campus Utility Infrastructure Alternatives (Section V) Interim Physical Master Plan Concept (Section V) Land/Building Use, Physical Master Plan (Section VI) Vehicular Circulation/Parking, Physical Master Plan (Section VI) Open Space/Pedestrian Circulation, Physical Master Plan (Section VI) Recreational and Athletic Facilities, Physical Master Plan (Section VI) Utility Infrastructure, Physical Master Plan (Section VI) Phasing Diagrams (Section VII) Physical Master Plan Design Standards (Section VII) Existing Electrical Utilities (Section III) Existing Sanitary Utilities (Section III) Existing Communications Utilities (Section III) Existing Stormwater Utilities (Section III) Existing Community Physical Relationships (Section III) Environmental (Section III) Regulatory Data (Section III) Future Academic Program (Section IV) Student Enrollment (Section IV) Faculty and Staff Projections (Section IV) Academic Space Requirements (Section IV) Academic Support Space Requirements (Section IV) Parking Space Requirements (Section IV) Athletic/Space Requirement Regulations (Section IV) Campus Utility Infrastructure (Section IV) Land/Building Use Alternatives (Section V) Open Space/Pedestrian Circulation Alternatives (Section V) Vehicular Circulation/Parking Alternatives (Section V) Athletic/Recreational Space, Alternatives (Section V) Preliminary Cost Estimates, Alternatives (Section V) Comparative Assessment of Alternatives (Section V) Selection of Preferred Alternative (Section V) Physical Master Plan, if any (Section VI) Cost Estimates (Section VI) Phasing Diagrams (Section VII) Phased Capital Improvements (Section VII) Planning and Design Review Process (Section VII) Sample List of Tables (include applicable tables) Leased Properties Checklist (Section III) Existing Buildings Data (Section III) Quality and Condition of Existing Buildings (Section III) Cost Estimates (Section III) Condition of Roadways/Vehicular Circulation (Section III) Parking Facilities Data (Section III) Traffic Counts (Section III) Accident Occurrences (Section III) Recreational Data (Section III) Existing Steam Utilities (Section III) Existing Chilled Water Utilities (Section III) Existing Natural Gas Utilities (Section III) Existing Potable Water Utilities (Section III) I

7 SAMPLE NARRATIVES NARRATIVE FOR TECHNICAL MEMORANDUM REPORT NARRATIVE FOR EXECUTIVE SUMMARY B 1 2 NARRATIVE TEXT SHOULD UTILIZE RECOMMENDED OR SIMILAR FONTS.

8 B-1 Narrative for Technical Memorandum Report [firm s logo] 10 pt Univers with 13 pts lead after 1 body text begins 1.2 from margin T e c h n i c a l M e m o r a n d u m 10 pt Univers with 7 pt expansion Date Project Subject From To [date] 10 pt Univers double space [project name and number] [subject] [name of firm] [name of college/university] [Short paragraph summarizing the technical memorandum including purpose, relevance and time frame, if appropriate] page margins: header: 0.5 top: 1.2 bottom: 0.75 left: 0.25 right: 0.5 body text begins 1.8 from left margin [firm s contact information here] 8 pt Univers with 10 pts lead, left-justified triple space 1. PRIMARY HEADING IS 10 PT UNIVERS BOLD WITH 11 PTS LEAD AFTER; ALL CAPS double space 1.1 Secondary heading is 10 pt Univers bold with 11 pts lead after Body text is 11 pt Caslon with 11 pts lead after; carriage return after paragraph. Text is aligned in a full-page format as shown. Paragraphs do not indent. Microsoft Word is the recommended software application for narrative sections. Please see this document s section on Lay-Out Guidelines for further instruction on formatting Tertiary heading is 10 pt Univers bold italic with 11 pts lead after The master plans for the college/university campuses first are to be documented in the form of technical memoranda placed in three-ring binder notebooks. The intent is to set up a flexible system which will allow documentation to be inserted as it is completed over the duration of the project. Technical memoranda for the project should be formatted as described and illustrated in this mock-up which provides information on the page layout, margins, headers, fonts, numbering systems, tables, bullets, graphics and footnotes. The three-ring binder, technical memorandum and graphics formats are especially helpful when the physical master plan for the campus is being completed by multiple consultants and sub-consultants. This system allows each consultant to independently produce technical memoranda and graphics while achieving a consistently formatted document when brought together with information from the project team. Following the technical memoranda/three-ring binder stage, an executive summary will be prepared which summarizes and cites findings from the technical memoranda. (See B-2 of this Reference Guide for more detail on formatting the executive summary. See Section C of this Reference Guide for more detail on formatting the final report s full-page tabular information. See Section E of this Reference Guide for more detail on formatting the final report s figures and graphic information.) 1 The term lead or leading refers to the space between lines. Footnotes in 8 pt Caslon italic

9 [Project Number] header: 8 pt Univers B-1 Narrative for Technical Memorandum Report page margins: header: 0.5 top: 1.2 bottom: 0.75 left: 0.25 right: 0.5 body text begins 1.8 from left margin body text begins 1.2 from margin [Subject of Technical Memoranda Here] [Page Number written as: Page 2] header begins on p.2, right aligned, 8 pt Univers, 10 pts lead Layout Guidelines All text pages should be 8.5 x 11 vertically oriented (portrait) and single-sided. Margins should be adopted as shown. The first page of the technical memorandum is set up in a twocolumn format. The left and narrower column displays the consultant s logo and contact numbers, along with other logistical information. The body text is indented 2.25 from the margin, and is consistent throughout the technical memoranda. The term lead or leading refers to the space between lines and can be changed using the paragraph setting in Microsoft Word. Headings should be formatted as shown and should utilize a three-level hierarchy. A three-digit numbering system, as shown, should be used to represent the hierarchy. Use of bullets should follow the guidelines below: bullet should align with the left margin, with leading at 3 pts text associated with the bullet should be indented 0.25 with wrap-around text aligning with the indention Introductions to Sections, Tables or Figures Introductions for one of the report s seven work program elements should be placed under the Primary Heading as a short paragraph. Font and leading should be consistent with the remainder of the report. If an introduction to a section, the paragraph should briefly explain assumptions or findings. If an introduction to a table or figure, the paragraph should cite the reference number of the inserted table or figure inserted below, or of the full-page table or figure which should be inserted as the page immediately following. The introduction paragraph should cite the source, location, date and relevance of the table or figure. Use of tables/figures should follow the guidelines below. Full-page tables/figures should utilize the guidelines as outlined in sections C and E of this Reference Guide: Table 1: Title of Table 10 pt Univers bold with 13 pts lead Headings centered over columns Heading 9 pt Futura Bold Heading Heading Heading Heading Heading Statistics 9 pt Futura Statistics Total 9 pt Futura Bold 614 1, Figure 1: Title of Figure 10 pt Univers bold; all captions should be 10 pt Caslon

10 B-2 Narrative for Executive Summary margin 1 Name and Title of Section (9pt Futura Light, right-justified) in header with underline 1. PRIMARY HEADING IS 10 PT UNIVERS BOLD, 11 PTS LEAD 1 AFTER; ALL CAPS double space 1.1 Secondary heading is 10 pt Univers bold with 11 pts lead Body text is 11 pt Caslon with 11 pts lead; double-space after paragraph. Text is aligned in a full-page format as shown. Paragraphs do not indent. Microsoft Word is the recommended software application for narrative sections Tertiary heading is 10 pt Univers bold italic with 11 pts lead The master plans for the college/university campuses are to be first documented in the form of Technical Memoranda placed in three-ring binder notebooks. See the Technical Memoranda, B-1 of this Reference Guide for more details. Following the Technical Memoranda stage, an executive summary will be prepared which summarizes and cites findings from the Technical Memoranda Final Report Layout Guidelines All report pages, including narrative, should be 8.5 x 11 vertically oriented (portrait) and double-sided. The only exception to this 8.5 x 11 report format will be the fold-out illustrative plan which will be placed in a pocket of the report as shown in this Reference Guide. Margins for the narrative portion of the report should be adopted as outlined in this document. The body text should be flush with both the left and right margins and should be consistent throughout. The term lead or leading refers to the space between lines and can be changed using the paragraph setting in Microsoft Word. Headings should be formatted as shown and should utilize a three-level hierarchy. A three-digit numbering system, as shown, should be used to represent the hierarchy. This numbering system should reflect the numbering system used in the report s table of contents. Use of bullets should follow the guidelines below: bullets should align with the left margin text associated with the bullet should be indented 0.25 with wrap-around text aligning with the indention leading for bulletted items should be 3 pts page margins: header: 0.5 top: 1.0 footer: 0.5 bottom: 1.25 left: 1.5 right: 0.75 Partial-page tables should be placed into the text as shown in of this document. The right margin of these placed tables should be flush with the left margin of the body text. All other details should reflect instructions given in C-1, C-2 or C-3 of this Reference Guide. Full-page tables should reflect the layout and instructions given in C-1, C-2 or C-3 of this Reference Guide. All full-page tables should be printed single-sided. Partial-page figures should be placed and annotated as shown in of this document. Thumbnail-sized figures may be placed side-by-side with accompanying captions. Full-page figures should reflect the layout and instructions given in E-1 of this Reference Guide. All full-page figures should be printed single-sided. Short narratives used to introduce a section, table or figure should reflect the instructions given in of this document. margin The term lead or leading refers to the space between lines. Footnotes in 8 pt Caslon italic DOCUMENT TITLE (LEFT JUSTIFIED, ALL CAPS) Name of Institution (left-justified) Futura Light 9 pt from bottom PAGE [PAGE NO.]

11 B-2 Narrative for Executive Summary Page 2 margin 1 Name and Title of Section (9pt Futura Light, right-justified) in header with underline Introductions to Sections, Tables or Figures Introductions for one of the report s seven work program elements (such as 1. GOAL FORMULATION) should be placed under the Primary Heading as a short paragraph. Font and leading should be consistent with the remainder of the report. If an introduction to a section, the paragraph should briefly explain assumptions or findings. If an introduction to a table or figure, the paragraph should cite the reference number of the inserted table or figure inserted below, or of the full-page table or figure which should be inserted as the page immediately following. The introduction paragraph should cite the source, location, date and relevance of the table or figure. Executive Summary should utilize concise tables only which are embedded in the text as shown below: left margin 1.5 Table 1: Title of Table 10 pt Univers bold with 13 pts lead Heading 9 pt Futura Bold Heading Heading Heading Heading Heading Subheading 9 pt Futura Subheading Subheading ,025 right margin 0.75 Total 9 pt Futura Bold 614 1, ,111 1,096 Figure 1: Title of Figure 10 pt Univers bold; all captions should be 10 pt Caslon Figure 2: Title of Figure margin 1.25 DOCUMENT TITLE (LEFT JUSTIFIED, ALL CAPS) Name of Institution (left-justified) Futura Light 9 pt from bottom PAGE [PAGE NO.]

12 SAMPLE TABLES QUANTITATIVE QUALITATIVE HYBRID C TABULAR TEXT SHOULD UTILIZE RECOMMENDED OR SIMILAR FONTS

13 Name and Title of Section (9pt Futura Light, right-justified) in header Figure Number: and Title (11 pt Universe bold, left-justified)] Microsoft Excel, Lotus or Microsoft Access are the recommended softwa C-1 applications for quantitative tables. When posting final version to the Board of Regents of the University System of Georg If quantitative data is contained in table, send both the report version (format illus below) and second version in comma delimited format. If on separate page, use header and footer as given, and: left margin: 1"; right margin: 0.75"; top margin: 0.75"; bottom margin: 0.75" Y-Axis Headers (10 pt Futura Light bold, left-justified) X-Axis Headers (10 pt Futura Light bold, centered) Data (10 pt Futura Light, right-justified, decimal aligned) Subtotal (10 pt Futura Light bold, left-justified) TOTAL (10 pt Futura Light bold, left justified, all caps) DOCUMENT TITLE (left justified, all caps) Name of Institution all text 9 pt Futura Light 0.375" from bottom of page in footer Page [page no]

14 Name and Title of Section (9pt Futura Light, right-justified) in header section with header underline Figure Number: and Title (11 pt Universe bold, left-justified) C-2 Microsoft Word is the recommended software application for Qualitative tables. Qualitative tables to be inserted into Narrative whenever possible. Border around table. If on separate page, use header and footer as given, and: left margin: 1 ; right margin: 0.75 top margin: 0.75 ; bottom margin: 0.75 Y-Axis Headers (10 pt Futura Light bold, leftjustified) X-Axis Headers (10 pt Futura Light bold, centered) Data (10 pt Futura Light, leftjustified) DOCUMENT TITLE (left justified, all caps) Name of Institution (left-justified) Page [page number] (right justified) all text 9 pt Futura Light with bottom line from the bottom of page

15 Name and Title of Section (9pt Futura Light, right-justified) in header section with header underline Figure Number: and Title (12 pt Universe bold, left-justified) C-3 Microsoft Word or Microsoft Excel, Lotus or Microsoft Access are the recommended software applications for Hybrid tables. When posting final version to the Board of Regents of the University System of Georgia Repository only: if quantitative data is contained in a table, send both the report version (format illustrated below) and second version in comma delimited format. Hybrid tables to be inserted into Narrative whenever possible. Border around table. If on separate page, use header and footer as given, and: left margin: 1 ; right margin: 0.75 top margin: 0.75 ; bottom margin: 0.75 X-Axis Headers (10 pt Futura Light bold, centered) Y-Axis Headers (10 pt Futura Light bold, leftjustified) Qualitative Data in far-left columns, if possible Quantitative Data in far-right columns, if possible Qualitative Data (10 pt Futura Light, leftjustified) Quantitiative Data (10 pt Futura Light, right-justified and decimalaligned) Subtotal (10 pt Futura Light bold, leftjustified), if needed TOTAL (10 pt Futura Light bold, all caps, left-justified) DOCUMENT TITLE (left justified, all caps) Name of Institution (left-justified) Page [page number] (right justified) all text 9 pt Futura Light with bottom line from the bottom of page

16 SAMPLE COVER D COVER TEXT SHOULD UTILIZE RECOMMENDED OR SIMILAR FONTS.

17 image area (8 x 8.5).25 9 from top The University System of Georgia Board of Regents (UNIVERS 55 REG. 12pt, 19pt leading) flush left text and logo NAME OF INSTITUTION MASTER PLAN (univers 55 reg. caps 12pt) flush right text Date (Univers 55 oblique 10pt) logo 1.5 from page edge

18 SAMPLE FIGURES GENERAL LAYOUT CAMPUS FRAMEWORK CAMPUS LOCATION MAP EXISTING COMMUNITY PHYSICAL RELATIONSHIPS EXISTING LAND USE EXISTING BUILDING USE VEHICULAR ACCESS/EXISTING PARKING ZONES EXISTING STORMWATER UTILITIES LAND ACQUISITION FUTURE LAND USE PHASING PLAN ILLUSTRATIVE PLAN (IN POCKET) E I

19 Scale to fit image Date (10pt Futura) Legend (10pt Futura Bold) Label (10pt Futura) Label Label Label Drawing Title Institution Name Campus Master Plan (10pt Futura Bold) Figure E-1 (14pt Futura Bold) (12pt Futura)

24 Scale to fit image Legend Existing Building Use July, 1997 Business Education Applied Science & Technology Arts and Sciences Public and Allied Health Nursing Medicine Athletics Library/Museum Continuing Studies & Student Union Residential Physical Plant East Tennessee State Campus Master Plan Figure E-6

30 Scale to fit image July, 1997 Legend Open Space Phase Phase 1 Phase 2 Phase 3 Building Phase 1-3 New Building 1 Renovate Building Phasing Plan East Tennesee State Campus Master Plan Figure E-11

AGENDA ITEM REGULAR AGENDA

Will be numbered by BOR office AGENDA ITEM REGULAR AGENDA Top: 1 in. Bottom: 1 in. Left: 1.5 in. Right: 1 in..5 in..5 in.. TTU: This is a simple, direct, description of the item to be considered and does