OFM - Planning & Design

PROCEDURES FOR RENOVATIONS TO UNIVERSITY SPACE

Contact Marvin Gerstein, Director of Planning & Design, with questions regarding any stage of the project planning process.

Procedure:

1. Design services for renovations to University space will be requested using the work request
2. The work request will be referred to the provost or cognizant vice president for approval prior to the initiation of work
3. All requests for design must be accompanied by an account number and appropriate signature authorization
4. All changes to University-owned space leased by outside parties will require review and sign-off by Facilities Management. Proposed changes will be reviewed by both Planning & Design and Engineering & Construction. This will be required regardless of the funding source for the proposed alteration or improvement
5. Once a project is developed and estimated, University approvals are required for a project to proceed. Renovation and new construction projects that are estimated in the $50,000 to $300,000 range require Presidential approval. Projects above $300,000 require approval by the Board of Trustees. Similarly, projects which require external architectural and/or engineering design services in the $10,000 to $50,000 range require Presidential approval; those in excess of $50,000 require Board approval. The approval process is initiated by submission of a Capital Expenditure Request Form (please review the instructions for completing this form)  - The Procedure is as follows:

Form completed by requestor

Approvals by Dean/Provost/Vice President 

Form with Provost/Vice President signature forwarded to Director of Planning and Design

Form is registered and logged in and fowarded to the Senior Vice President 

Senior Vice President will review and revise as necessary and forward the form to the President with his recommendations

The President will review, revise as necessary and, depending on cost, approve or disapprove the project to move forward or approve or disapprove the project to appear on the Board of Trustees Agenda

Requesting unit receives written notice of approval or referral to the Board

Any purchase request(s) for the project must be accompanied by approved form signed by the President or appropriate Board Minutes

Please Note: Any projects requiring Board approval must be received by the Director of Planning & Design a minimum of two weeks in advance of the Board Meeting.

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