The Higher Ed Guide to Crafting a Space Utilization RFP

Higher education institutions are facing a spatial paradox. On one hand, footprint expansion is increasingly cost-prohibitive. On the other, hybrid learning models, changing faculty work habits, and evolving student needs have made legacy space planning models obsolete.

To bridge this gap, universities need data. But as top-tier consultants consistently advise higher ed leadership, procuring a space utilization solution isn't just about buying technology; it's about investing in a strategic capability.

Writing the Request for Proposal (RFP) is where this initiative either sets itself up for campus-wide success or gets bogged down in IT delays and institutional resistance. As you draft your space utilization RFP, here is the strategic playbook to ensure you select the right partners and the right technology to deliver actionable, scalable insights.


Phase 1: Pre-RFP Strategy and Scoping

Before you evaluate a single piece of hardware or software, define the structure and scope of your project.

1. Evaluate Bundled vs. Separate Service Agreements

Universities often issue a single, bundled RFP for both utilization data technology and real estate advisory or Architecture & Design (A&D) services. While bundling can accelerate execution, it may limit your ability to evaluate the data solution on its own merits. You might get a world-class A&D firm paired with a data provider that doesn’t meet your requirements.

Our advice: Regardless of structure, require clear visibility into the data layer.

Ask vendors to detail the measurement methodology, accuracy, and any third-party technologies included in the proposal. Understand how the data is collected, validated, and scaled across different building types and campus conditions.

This level of clarity allows you to make an informed decision on whether a bundled or separate approach best serves your institution – and ensures your advisory partner is working from reliable, high-quality data without unintended constraints.


2. Define Your Target Space Types

You don't necessarily need to measure every square foot of campus on day one. Your RFP should clearly state what space types you are targeting and why.

  • Offices: This is often the highest priority. Administrative and faculty offices represent a 20-30% percent of campus real estate, and post-pandemic, they are frequently the most underutilized. Measuring this space unlocks immediate opportunities for consolidation and cost savings.
  • Classrooms and Lecture Halls: These are the core of the academic mission. Measuring them helps registrars optimize scheduling and justify the transition from large lecture halls to flexible, active-learning environments.
  • Collaboration and Meeting Spaces: These high-value hubs are often prone to "ghost bookings"—reservations made but never used. Measuring actual occupancy allows you to recover wasted capacity and implement automated room-release policies to ensure these high-demand assets are available to those who actually need them.


3. Determine Your Required Granularity

How deep do you need the data to go? Your RFP must define the spatial resolution required to meet your goals:

  • Building Level: Helpful for high-level energy management, but useless for interior redesigns.
  • Floor Level: Better, but still lacks the context needed to reallocate space between specific colleges.
  • Department or Room Level: This is the gold standard for higher ed. If you want to know if the Chemistry department needs more lab space or if the library's quiet study zones are actually being used, you must explicitly mandate room-level or zone-level granularity in your RFP.


4. Prepare Your Floorplans

Ensure your campus floorplans are ready and organized before launching your RFP.  To provide an accurate quote—especially for hardware-based or hybrid solutions—vendors need to see the layout of the space. Gather clean, up-to-date floorplans (CAD or high-quality PDFs) for the in-scope buildings and have them ready to share under an NDA. This eliminates guesswork and prevents costly change orders down the line.


Phase 2: Interrogating the Technology

Once your scope is defined, your RFP must rigorously evaluate the data providers.


5. The Philosophy of Space Data: A Flashlight, Not a Crystal Ball

Your RFP must establish the right operational philosophy: Utilization data is there to help you ask the right questions, not to magically provide all the answers. A high-quality dataset won’t immediately tell you to demolish a specific library wing; it will highlight that the third floor is consistently at 15% capacity, prompting you to investigate why. Seek a vendor whose platform facilitates this kind of strategic, behavioral inquiry.


6. Privacy First: The Non-Negotiable Campus Mandate

In higher education, the phrase "tracking" immediately raises red flags for the student body, faculty unions, and the administration. Your RFP must rigorously demand privacy-by-design.

Ask Vendors:

  • Does your solution collect Personally Identifiable Information (PII)?
  • Can individual people be tracked as they move across campus? (The answer must be a definitive no).
  • How is data anonymized at the edge before it ever reaches the cloud?


7. The "Wi-Fi Only" Trap: Confronting the IT Burden

Many RFPs default to requesting solutions that solely integrate with the university’s existing Wireless Access Points (WAPs). As an organization that provides WAP integration, Occuspace can speak with deep candor about this: relying exclusively on WAP data is often a trap.

Vendors frequently sell WAP integration as "plug-and-play." The reality is starkly different:

  • The IT Resource Drain: These integrations routinely take 100+ hours of highly technical IT staff time to configure and maintain.
  • The Granularity Problem: Wi-Fi struggles to provide the room-level accuracy discussed in Step 3. WAP data lacks the precision needed to tell you exactly which study lounge a student is in.
  • The Fragmented Campus: Universities rarely have a homogenous IT environment. You might have Cisco APs in the engineering building and Aruba in another building, leading to massive data coverage gaps. Universities often lack WAP density to get good data (don’t have nearly as many WAPs as they truly need) which leads to lower data quality and coverage gaps from WAP only solutions.

If you have WAP coverage gaps (due to incompatible old hardware or low WAP density), can the vendor still fill these needs and provide the right data granularity and accuracy without burdening your IT team?


8. The Core Technical Questions

To separate theoretical capabilities from proven performance, include these targeted questions:

  • Accuracy Proof: What is your baseline accuracy rate? How do you prove it? (Require manual "ground truth" audits to validate their data).
  • Total Cost of Ownership (IT Impact): Exactly how many hours of our internal IT staff's time will be required for deployment and ongoing maintenance?
  • Scalability: How does your solution adapt to a campus with mixed networking hardware and thick concrete walls?


9. Communication and Change Management

A brilliant technical deployment will fail if the campus community rejects it. Look for vendors who have experience helping universities draft transparent messaging for students and faculty. The narrative should clearly explain what is being installed, why it’s being done (to create better study spaces and fund renovations), and how their privacy is 100% protected. Transparency prevents rumors.


The Bottom Line

A well-crafted RFP protects the university from investing in solutions that crumble under the complexity of a real-world campus. By decoupling your tech and consulting bids, defining your scope early, demanding rigorous accuracy proofs, and protecting privacy, you position your institution to make spatial decisions backed by unimpeachable data.

If you're considering a space utilization initiative, or planning an RFP – this guide is a useful place to start. Whether you ultimately work with Occuspace or another provider, these are the considerations that lead to a smarter, more successful outcome.

If you'd like a free consultation - or just want to get some input on your upcoming RFP, please reach out to us.

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