Project Initiation Request

Use this form to submit your proposal for a new project or study, including space planning, interior renovation, building renovation, or other need. For questions or help filling out the form, please contact the Director of Campus and Capital Planning, Wendy Bloom, at wbloom@sfsu.edu

All project requests must be submitted by a Dean, SAVP, AVP, Auxiliary Director, or equivalent, who will serve as the project owner (see below).
 

In the fall of 2016, Physical Planning and Development rolled out a new process for intake and review of new building and planning projects. We are continuing to refine this process. Please let us know how we can serve you better.

PROJECT INITIATION

Campus units, departments, colleges, divisions, and individuals have ideas about improving the existing campus environment or for providing new, improved space for university activities of all types. The project intake and approval process helps the campus leadership set priorities for improvements and manage the campus environment comprehensively. 

Here are a few things to keep in mind before initiating a project.

  • Each project has an owner: the unit/department that initiates the project. The dean, SAVP, AVP, Auxiliary Director, or equivalent of that unit/department must initiate the request. 
  • Each project needs a sponsor: the Provost or Vice President responsible for your unit/department. You can submit your initial proposal without the sponsor’s involvement, but support from the project sponsor will be required for the project to be reviewed by the Capital Planning Committee and campus senior leadership.
  • Requests for campus funding for projects will be considered during the annual capital call, aligned with the budget process. Requests for matching support of capital renewal or maintenance funds should also be made through the budget process. To see the current CSU Capital Outlay Program, click here.
  • Requests for funding for emergencies will be considered at any time, with project sponsor’s endorsement.
  • Requests for self-funded projects will also be considered at any time, with project sponsor's endorsement.
  • All proposals will be examined and evaluated with attention to long-term financial viability. 
     

To initiate a project, you will need to complete a Project Initiation Request. This information will help us identify the best approval path for your project. If you do not have all the answers to these questions, please answer as best as you can. PP&D staff will contact you for follow-up.

Step One / INTAKE

Submit a Project Initiation Request.

Step Two / PROVOST OR VP SUPPORT

PP&D staff will review your information and will confirm support from the Provost or Vice President responsible for your unit/department. 

Step Three / DEVELOP PRELIMINARY SCOPE AND BUDGET

PP&D staff will assist you in developing a preliminary scope and budget for the projects. This will be reviewed with you prior to the project moving forward. This step will also identify projects that cannot yet move forward (for example, they are inconsistent with campus, CSU, or State of California policy and/or law). If this is the case, we will assist you in redefining the scope of work to meet applicable regulations, etc.

Step Four / CONFIRM FUNDING SOURCES

At this point, the project will either move forward to the Capital Planning Committee for review or it will be returned to you for further information. 

Step Five / CAPITAL PLANNING COMMITTEE REVIEW

Proposals will be screened by the Capital Planning Committe to make sure that the project is consistent with strategic campus goals. (Download the San Francisco State University Strategic Plan here.) If so, the committee will endorse the concept and set a priority order for it and other projects presented.

PP&D staff will identify and summarize key issues and prepare a project charter. There may be a cost for this work if technical information, such as architectural services for design plans, is needed to move forward.  
 

Step Six / PROVOST AND VP A&F REVIEW

The Provost will review the project as contributing to the academic plan, and the VP A&F/CFO will assess whether or not the funding proposal is aligned with current campus budget and debt policy.

THe VP A&F/CFO will review the project charter and will determine whether or not to forward to the cabinet or president for decision. 

Step Seven / PRESIDENT APPROVAL

The final step in the campus approvals process.

Step Eight / DESIGN AND CONSTRUCTION