UC Santa Barbara                                      Policy 5557
  Policies                                              
  Issuing Unit:  Administrative Services                Date: February 1, 1985
  
  
  
  
                       ALLOCATION OF SPACE
  
  I.   PURPOSE AND SCOPE:
  
       In accordance with Policy 5554, the Chancellor (or designee) is
       responsible for proper facilities management, including the
       allocation/reallocation of space. This procedure provides guidelines
       for the allocation/assignment of space. (For assignment of office
       space for registered student organizations, see Policy 5566; for
       Academic Scheduling of Classes and Classrooms, see Policy 5539.)
       
  II.  REFERENCES:
       
       A.   UCSB Policies Manual, Policy 5554, Control of Use of Space.
       
       B.   UCSB Policies Manual, Policy 5521, Department-Funded
            Alterations to Existing Facilities.
       
       C.   UCSB Policies Manual, Policy 6095, Privileges of Retired
            Employees.
       
       D.   UCSB Policies Manual, Policy 5566, Office Space for Registered
            Student Organizations.
  
  III. PROCEDURE:
       
       A.   The Space Request
       
            The initiating unit submits a written request for additional
            space to the appropriate administrative officer, Policy 5554
            II.c.2.
       
            Requests for space allocation cannot be submitted by
            individuals; requests for space needs should be directed to
            department chairs/unit heads for comment and transmittal as
            appropriate. The space request, in the form of a memorandum,
            should address the following areas:
       
            1.   The type of space needed: e.g., office space, laboratory
                 needs (wet or dry), conference/seminar meeting room,
                 whenever appropriate, the approximate size of the room
                 required should be stated.
            
            2.   When the facilities will be needed and for what period of
                 time. Is the need anticipated to be permanent or merely
                 temporary?
            
            3.   If the space assignment is tied to an FTE, when will the
                 provision be filled? Is it a temporary or permanent FTE?
            
            4.   Are alteration or modification funds likely to be needed?
                 If yes, see Policy 5521 for more information.
            
            5.   Is the space request instruction-related,
                 research-related, or for administrative needs?
            
            6.   Is there an optimal preferred location? Why?
            
            7.   Other data that might help substantiate the request.
       
       B.   Review Procedure
       
            The Assistant Chancellor, Budget and Planning is prepared to
            assist the administrative officers in their review of requests
            for space assignment. A facilities planner (space analyst) will
            collect any additional data that is needed in connection with
            the request for space and relay it to the approving officer for
            action. In addition, he/she will answer any questions the
            requester may have concerning the procedure for space review,
            and will communicate an approximate timetable for action.
       
            The Assistant Chancellor will provide the following additional
            information to aid review:
            
            1.   Validity of the space request from the point of view of
                 usually accepted space standards and policies;
            
            2.   Availability of suitable space within the officer's
                 purview which could be reassigned to meet this need;
            
            3.   Alternatives available to meet the request.
       
       C.   Decision
       
            The administrative officer may either:
            
            1.   Deny the request outright.
            
            2.   Meet the request by reallocating space under his/her
                 purview.
            
            3.   If space is not available, forward the request with an
                 analysis to the Chancellor for consideration.
            
                 Established space policy should be followed and any
                 requests for an exception to policy must be approved by
                 the Chancellor.
       
       D.   Implementation
       
            The Assistant Chancellor will assist administrative officers in
            the preparation of correspondence concerning space assignment
            and update the FDX records accordingly. Administrative officers
            are charged with notifying the Assistant Chancellor promptly of
            any proposed changes in space assignments.
       



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Last Modified By: HMW, 5/21/97

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