BREAKOUT PROGRAMNINGThe following document is an alphabetical listing of our breakout programming to be offered this year at APPA 2014.

SESSION TITLE: Anatomy of a Great PresentationPublic speaking can present a challenge for many people. “What if I mess up during my presentation? What if the audience doesn’t like my presentation? What if I forget a part of my presentation? What if I look nervous during my presentation?” In the Book of Lists, the fear of public speaking and making a presentation constitute the number one fear. Sometimes, employees bypass promotions, and business owners bypass business opportunities rather than give a presentation.

LEARNING OUTCOMES: Whether you are thinking about doing a presentation or you have already been doing them, this session will:1. Teach you certain skills that will help you to develop a speaker’s mindset;2. Gain outstanding presentation skills;3. Overcome public speaking anxiety; and 4. Become more confident making presentations that achieve results.

PRESENTERS: Steve Thweatt, University of Colorado; Kathy Thweatt, Heart Power Life Coaching & Training

SESSION TITLE: APPA CredentialingAPPA credentials are quickly becoming the expected norm of our profession. Hundreds of your fellow colleagues have already attained either their EFP or their CEFP, and hundreds more are doing this every year. Whether you’re just starting out or a seasoned professional it’s time to catch up and validate your level of expertise. This presentation is a quick overview of APPA’s credentialing program. In this era credentials are becoming critical to your success. APPA offers the institutional facilities community two levels of credentialing – Certified Educational Facilities Professional (CEFP) and Educational Facilities Professional (EFP). APPA has developed a world class program of educational facilities knowledge assessment and validation based upon APPA’s BOK, APPA publications, and APPA-U instruction. These exams are without question thorough. These credentials are truly validating. The credentialing program now offers a state of the art review manual, review courses, and on-line testing. If you are an SFO, learn how the journey for your team could be as important as the destination. If you have any doubt of this programs value just ask a colleague that has completed the process. It’s time for you to do it, and you can do it!

LEARNING OUTCOMES: 1. Discover why credentialing has become so important to our profession and why APPA has invested so well in this strategic initiative for the benefit for our member, their institutions and the advancement of the profession;2. Determine whether the EFP or the CEFP is right for you;3. Take away the value proposition provided to educate your leadership on the benefits of a credentialed facilities team; 4. Determine how to prepare such that you can successfully sit for the exam(s).

PRESENTERS: J. Thomas Becker, Philadelphia University; Christina Hills, APPA

SESSION TITLE: Balancing Budget with the Town and GownWhat financial principles and operational criteria should campuses consider regarding comprehensive facilities outsourcing? This presentation will follow how Texas A&M University, the sixth largest university in the US, embarked on and implemented the largest outsourcing project in higher-education in less than one year, while including the needs of the surrounding community and the loyal staff. The transition had many human resource, financial, budget, legislative, and cultural considerations, and participants will hear about the decision-making frameworks, the financial benefits discovered, the lessons learned, the “aha” moments, the impact on research departments and budgets, and how results are measured. Since the University in many ways dominates the culture and economy of the local community, there were many considerations in the business process to protect or consider local interests. As shepherds of these operational decisions, business officers often have to lead town-and-gown outreach, a vital aspect when deciding to implement an outsourcing plan of this scale. By publicly seeking a solution that protected and

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honored 1,800 long-term staffers and the local community, see how this campus managed the interests of town and gown, students, faculty, staff and research and left no stone unturned to find the best solution for the educational environment. Participants will see how outsourcing helped align the needs of the local and campus communities with core missions of teaching and research.

LEARNING OUTCOMES: 1. Participants will learn about the way finances and operational budgets impacted the implementation and contracting process. Additionally, this presentation will show how TAMU’s analysis of historical costs required data that was challenging for the university to analyze due to limitations of traditional budgeting;2. Participants will learn analysis nuances that are often overlooked when analyzing payroll and pension costs and a budget to “bridge” staff to a new employer, and a financial model that will allow for protection of current staff while achieving significant long-term savings;3. Participants will learn about the many areas where contract services increased efficiency, and gain insight into the finances and transitions of long-term, capital intensive solutions which have a heavy human dynamic and emotive effect on campus communities;4. Participants will learn about the types of financial modeling required to demonstrate the financial viability to committees, administration, and the board of trustees, and they will leave with analysis templates and tools they can use immediately, as well as a checklist of best practices.

PRESENTERS: Philip Ray, Texas A&M University System; Haley Rose, SSC

SESSION TITLE: Beyond Green CleaningPresenters are Custodial Managers from large Michigan universities where they have been restructuring the cleaning process to exceed the definitions of “Green Cleaning.” Training programs that emphasize process, followed up with enforcement of a standard, produce repeatable quality results. Employees thrive in a system that outlines clear expectations. Effective work-loading that sets realistic time standards on common cleaning tasks aids in effective resource management. When the process all comes together, a sustainable operation is the result.

LEARNING OUTCOMES:1. Participants will learn is it time to restructure your cleaning process and discuss tips on effective restructuring;2. Participants will learn what is sustainable cleaning; 3. Participants will discuss the elements of an effective cleaning training program;4. Participants will share tips on work loading your cleaning tasks.

PRESENTERS: Steve Gilsdorf, Western Michigan University; Brandon Baswell, Michigan State University

SESSION TITLE: BIM to FIM - Customizing for Your NeedsThis presentation will share the experiences of two Michigan Institutions; Montcalm Community College, a small, rural community college and Western Michigan University, a larger Research university. Presenters will share common challenges and how they were overcome. They will also share their journey with the audience and how they achieved their desired FIM outcome. The BIM Planning Specialist from The Christman Company will also participate in the presentation as they played a crucial role executing the process during construction in each project. The presentation will be presented in a power point format and will also include live navigation of each model demonstrating the commonalities as well as the differences in both the final product and the process that lead to each final product.

LEARNING OUTCOMES:1. Participants will learn how early planning is crucial to success; 2. Participants will learn the essence of beginning with the end in mind; 3. Participants will learn it is not necessary to reinvent the wheel; 4. Participants will learn about the other unanticipated benefits of this new process.

PRESENTERS: Peter Strazdas, Western Michigan University; George Germain, Montcalm Community College; Rob Leutheuser, The Christman Company

SESSION TITLE: Building a Capital Project Transaction Management SystemFaced with growing higher education costs, increasing challenges for the student population to fund their education and finding salaried work, rising cost of technology implementation, and high volume of construction projects to upgrade aging infrastructure, New York University came up with a creative strategy and implemented a robust and effective Capital Project Management Transaction System. This system, CPACSweb, was designed and developed by an internal NYU technology team. The System was designed at an Enterprise level and built very economically by this internal team. Itprovides significant savings in technology costs, provides employment opportunities for the student community, and integrates with existing NYU financial systems. During the development of the system, the team had to understand the 2 | P a g e

challenges faced in the University for Capital Project Funding, recommend work processes that would provide efficiency, receive buy‐ins from the stakeholders and end users for the new process and system, create a pool of student talent for thedesign and development of a highly complex system, and work with existing financial systems in the University so data for a given data class is only entered once, and also develop a robust and effective User Support team to address user issues.

LEARNING OUTCOMES:1) Participants will hear of how work processes were developed for the system, including the buy‐ins required to make the process effective. 2) Participants will discuss the challenges and benefits of creating an internal System Design and Development Team and a User Support Team and how the team was instrumental in creating a system from scratch at a fraction of the cost that the University would have had to pay if the system was purchased from a vendor and customized for University needs.3) Participants will learn how this approach provided savings for the University in addition to knowledge retention and growth opportunities for the system and the system team in tandem with the University expansion.4) Participants will learn how to successfully create an atmosphere of change so that existing processes can be effectively restricted in quantifiable ways.

PRESENTERS: Meenakshi Baker, New York University; Chris Tang, New York University

SESSION TITLES: Butler University S.H.A.R.E S.H.A.R.E. (Student Housing Annual Restoration Effort) was developed to improve the cleaning and maintenance of residential buildings during the summer. Summer housing restoration is a challenge because it must be done while accommodating summer school schedules, conferences, ongoing maintenance and housekeeping of other campus buildings, and new construction and renovation projects. In the years leading up to S.H.A.R.E., overtime increased from $127,000 in ‘10-’11 to $170,000 in ‘12-’13. With S.H.A.R.E., a cross functional business process was improved using standard improvement techniques, improved planning and setting shared goals. Since the implementation of S.H.A.R.E., operational awareness, communication, and relationships with the departments and contractors involved have all improved. Hard outcomes of the project included a reduction in overtime by 18% over the previous year, a rework reduction of 93%, and a 15% decrease in residential work requests during the first month and a half of the academic year. This presentation will cover the problem, solution and process used for getting from problem to solution. LEARNING OUTCOMES:1. Attendees will get a high-level understanding of the project goals, timeline and methods used for getting to the outcomes such as improving communication; eliminating silos within the division; reducing overtime and lowering employee stress caused by overtime and high workload; 2. Attendees will learn how Butler pulled together a cross functional team to improve an existing process;3. Attendees will learn strategies for helping create a shared vision for a group of people to rally around; and 4. Attendees will learn the outcomes of the SHARE project including reductions in overtime, rework and stress

PRESENTERS: Rich Michal, Butler University; Dick Hamm, Butler University; Tyler Johnston, Butler University

SESSION TITLE: Campus As A Living Laboratory – Partnerships Between Facilities & Sustainable Outcomes Through an innovative program funded by the Cal State East Bay Provost’s Office to engage campus faculty, staff and students in Programmatic Excellence and Innovation in Learning (PEIL), facilities staff and faculty teamed up in 2012-13 to develop internship and class-based learning opportunities for students to obtain practical experience and knowledge in sustainability using the campus grounds, physical plant and operations as a template. This project was seen as an important step toward helping develop institutional capacity to support newly adopted institutional learning outcomes , one of which is that all graduates be able to “act responsibly and sustainably and the local, national and global level”, and to achieve a new set of university shared strategic commitments, one of which is to “contribute to a sustainable planet through our academic programs, university operations, and individual behavior”. In 2013-14, the PEIL program was adapted by the CSU Chancellor’s Office as a model for its system-wide Campus as a Living Laboratory (CLL) program to support faculty and facilities management staff partnerships for integrating sustainability into undergraduate curricula. Cal State East Bay received two grants as part of this program, one to develop a new course on Sustainable Construction and Retrofitting of Buildings and Infrastructure using the campus as a living laboratory, and a second to modify an existing advanced laboratory course on Renewable Energy and Physics and develop an Engineering-Physics sequence focused on sustainability and renewable energy technologies using the infrastructure on the Cal State East Bay properties. This program shares the experience developed so far at Cal State

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East Bay, describes the PEIL and CLL models, and distils some preliminary conclusions from the evolving staff-faculty-student partnerships they promote.

LEARNING OUTCOMES: 1. Participants will gain an understanding of the Programmatic Excellence and Innovation in Learning (PEIL) and Campus as a Living Laboratory (CLL) programs as catalysts/models for faculty-staff collaboration; 2. Participants will gain an appreciation of obstacles and opportunities for greater integration of staff and faculty in the achievement of institutional learning and strategic operations outcomes; 3. Participants will gain a familiarity with several different curricular and co-curricular examples from Cal State East Bay for the incorporation of campus-based projects into undergraduate and graduate education; 4. Participants share knowledge of student projects from Cal State East Bay that could be adopted or adapted for use on other campuses.

PRESENTERS: Robert Andrews, California State University/East Bay; Michael Lee, California State University/East Bay

SESSION TITLE: CCC/IOU Energy Efficiency Partnership – Public/Private Success StoryIn 2006 the California Community Colleges (CCCs) embarked on an innovative collaboration with the state’s Investor Owned Utilities (IOUs) to deliver energy and cost savings to cash-strapped colleges. The result was the CCC/IOU Energy Efficiency Partnership, which has delivered over 87 million kWh and 2.9 million thermos savings annually and over $21 million in incentives since its inception. The state’s four IOUs (Pacific Gas & Electric, Southern California Edison, Southern California Gas, and San Diego Gas & Electric) provide technical assistance and management resources to implement the program. A Management Team consisting of the CCC Chancellor’s Office, college districts, and IOU representatives set program policy, make decisions on key program initiatives, and perform Outreach to educate the 112 community college campuses throughout the state of the program benefits. With the passage by the voters of Proposition 39 in November of 2012 and the resulting infusion of at least $40 million annually to the CCC’s for energy project implementation, the Partnership is poised to make a quantum leap in energy efficiency, GHG emissions reduction, and sustainability in the Community College system. Please join our panel from the Chancellor’s Office, colleges throughout the state, and IOU representatives to hear this amazing success story!

LEARNING OUTCOMES: 1. Participants will learn how the CCC/IOU Partnership delivers energy and cost savings to California’s community colleges; 2. Participants will learn how Proposition 39 came about to support funding for K-14 energy projects; 3. Participants will learn how CCC/IOU Partnership is helping colleges identify and implement projects to maximize Prop 39 funds; 4. Participants will learn how you can partner with your local utility provider utilizing tools and successful examples from CCC/IOU Partnership.

PRESENTERS: Fred Harris, CCC Chancellor’s Office; Medhaine Ephrem, Long Beach Community College; Tony Ichsan, Sonoma County Junior College District/Santa Rosa Junior College

SESSION TITLE: Changing the Conversation - Making the Case for Funding Deferred MaintenanceWe are at a unique point in the history of managing higher education campuses. Two historic waves of building construction, 1955‐1975, and 1995‐2010 are increasing demands for capital investments at a time when resources available are limited. Traditional strategies for funding deferred maintenance (DM) will not work in the future. There is just too much backlog to be addressed at the time life cycles of newer buildings are coming due. Facilities leaders know that there is a cost of waiting to fund DM projects: higher capital costs, program disruption and higher operational costs. But making the case to senior management for funding facilities sooner rather than later is a challenge as they try to balance funding facilities vs. funding faculty salaries and increase student financial aid. In this session, participants learn from facilities leaders from California public and private campuses who have worked with Sightlines to package the DM needs into investment portfolios and successfully make the case for funding.

LEARNING OUTCOMES: 1. Participants will learn what factors drive and predict DM; 2. Participants will learn how to document DM and effectively package and present the DM needs to decision makers;3. Participants will learn how to document the “cost of waiting’ as evidence to make the case for funding; 4. Participants will learn who needs to be included in the conversation and how to manage campus expectations.

PRESENTERS: John Ferris, San Diego State University; Michael London, University of San Francisco; Thomas Huberty, Sightlines, LLC.

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SESSION TITLE: Creating a Collaborative Culture from ScratchThe Facilities Services Department of The University of Texas at Austin established the Quality Assurance & Process Improvement (QAPI) program in October 2011. Although originally used within manufacturing and service industries, quality assurance and process improvement tools are now used within colleges and universities to improve processes, cut costs, and stimulate innovation. Using the Facilities Services QAPI program as a model, this presentation provides a roadmap for establishing the QAPI program and its role in supporting the vision and mission of the facilities organization. Through QAPI, UT Facilities Services is identifying and implementing tactical objectives that are cultivating and supporting an environment of collaboration through quality and improvement initiatives. The QAPI vision is to create a culture within UT Facilities Services that embraces quality and process improvement as opportunities for growth, achievement, collaboration, and ownership. We encourage employees to utilize their skills, knowledge, and experiences to make improvements through training, shop-talks, and a quality improvement council. Come hear employees’ thoughts about QAPI and their workplace contributions and successes while learning the strategies and applications that have contributed to increased customer satisfaction within the UT Facilities Services organization.

LEARNING OUTCOMES:1. Participants will gain an understanding the role management and employees play in instilling a quality culture; 2. Participants will learn to identify how they can establish and encourage a quality and process improvement culture within their own organization; 3. Participants will learn steps they can take to establish a collaborative program within an institution that is not traditionally known as a quality organization; 4. Participants will gain an understanding on how to set up a QAPI council and how to create and maintain a Quality Plan that will keep the program fresh and relevant.

PRESENTER: Valerie Iannucclli, The University of Texas/Austin

SESSION TITLE: Developing Emergency PlansThe University of Texas at Austin has had several high profile emergencies on our campus. This presentation will discuss lessons learned from recent emergencies, including a gunman on campus and a campus-wide bomb threat. Campus Planning and Facilities Management (CPFM) recognized the importance of having a multi-level emergency response plan. CPFM developed emergency plans that direct the actions of our departments during campus-wide responses to different kinds of emergencies. Our building emergency plans direct the movement of building occupants in cases of evacuation, shelter in place, and lock down. We will describe elements of our emergency plans and discuss how we are implementing them. The goal of this presentation is to share our experiences with other institutions, and explain how we developed plans to better respond to future emergencies.

LEARNING OUTCOMES:1. Participants will learn to recognize the importance of developing emergency plans;2. Participants will learn to avoid potential problems during an emergency response; 3. Participants will determine how to consider essential elements to include in emergency plans; 4. Participants will learn to implement plans to effectively respond to emergencies.

PRESENTER: Jennifer Root, The University of Texas/Austin

SESSION TITLE: Digital Operation and Maintenance Manuals: Dump the Paper and Improve PerformanceThis program will discuss how electronic document management systems coupled with customization of operations and maintenance data can reduce maintenance costs and improve reliability in facility engineering. This program will define an approach to designing or converting a facility operations and maintenance manual system to address the facility-specific needs of the user/maintenance organization. Optimization of structure and function of the digital manual as well as mechanisms for accelerating the speed of access to maintenance information and for implementing portability of the data will be reviewed. Options for advanced functionality, not previously possible, will be surveyed and alternative approaches considered.

LEARNING OUTCOMES:1. Participants will gain an understanding of approach to customization of an operation and maintenance “manual” to meet the specific needs of the maintenance organization that is responsible for the facility. This will include how to set up agendas and meetings to gather the information needed in order to determine structure and organization of the manual;

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2. Participants will gain an understanding of guidelines for structure and organization of the manual that will improve speed and ease of user access to maintenance data and the use this information to create a functional document structure;3. Participants will gain knowledge in various hardware and software platforms that can be utilized for creating and viewing operations and maintenance data and selection of appropriate combinations for the facility maintenance organization; 4. Participants will gain an understanding of various maintenance system enhancements that can improve portability and provide advanced functionality. Perspective on how maintenance systems will continue to evolve.

PRESENTER: Michael Wiggins, O&M Technologies; Karyl Ketchum, O&M Technologies

SESSION TITLE: Disrupting SustainabilityAssertive infrastructure standards advocacy has produced $100,000 to $1 million of annual cost performance opportunities for every school district, college and university in the United States; making it the most effective method for management of total cost of owning in our industry. Since 1997 assertive advocacy has accumulated $1 to 1 $10 billion of annual cost performance opportunities across the span of infrastructure disciplines for the entire $300 billion education facilities industry in the US. To continue to be effective in moving money at this scale we need to be tooled up to enter a technical, policy and economic "theater" with the Producer and General Interest in the American national and international technical standards development process; a right granted to all sectors of the US economy by the US Technology Transfer and Advancement Act of 1996. Scaling up our industry’s engagement in these processes, and mastery of them, is an essential feature of our industry's claim to excellence and will contribute mightily to the innovation necessary for cities of the future

LEARNING OUTCOMES:1. Participants will gain an understanding of how the cost structure of our industry, its price signals, and our place in the US economy and how technical standards are developed and driven into public law; 2. Participants will gain an understanding on how to fully realize the $100,000 to $1,000,000 annual reductions in total owning cost made possible with assertive technical standards advocacy since 1997;3. Participants will gain an understanding of the mechanisms being put in place to determine industry consensus to determine advocacy priorities;4. Participants will gain an understanding on where our industry already owns a permanent share in the US regulatory landscape and how that ownership and influence can be expanded.

PRESENTERS: Rich Robben, University of Michigan; Ted Weidner, Facility Asset Consulting

SESSION TITLE: Dive Deep During “Design Intent” to Reduce “Total Owning Costs” for Your BuildingsOne of the good aspects of project design to come out of the commissioning process, besides testing and validation that systems are working, is the need to develop a detailed design intent document for each project. Previously a project’s program would have been developed primarily from the space needs and architectural configuration of the building. Now, with the requirements for environmental space conditions to be defined, including occupant loads, internal space load capacity and acceptable ranges for space environmental conditions (temperature, humidity and indoor air quality) the opportunity exists for the Designer and University to discuss and agree upon a basis for design of the HVAC systems.Historically, engineering and system design has been done to meet the extreme or maximum occupancy, peak heating or cooling load days and maximum internal load conditions. Additional safety factors were added for construction quality, maintenance quality and changes in use to make sure the client’s building would always meet their expectations thought the life of the building. A comment made at the 2013 CAPPA regional meeting was “engineers simply take peak people + peak internal loads + peak weather and calculate the HVAC load and put in that size system”. Sad but generally true. Only recently, with detailed metering, monitoring, commissioning and re (or retro)-commissioning, are building owners and engineers beginning to understand the long term cost consequences of buildings operating far below “peak” load conditions for nearly all, if not all, hours each year. Over a number of years, having opportunities to assist institutions reduce costs through value engineering or system reconfiguration, one item consistently comes up; Is the HVAC system over sized and can we reduce costs through reduced capacity of the HVAC systems?” While the answer more times than not is “Yes”, it is not that simple once all of the risks for both the design engineer and the owner are identified in more detail. The University must understand those risks as viewed from both sides of the table to truly participate with the design engineer to optimize the systems during design that can result in lower total owning costs for the life of the building without compromising satisfaction with the building performance. Through this team effort, the University will see a dramatic reduction of up to 25% in both first cost and long term operating costs for the building HVAC systems.

LEARING OUTCOMES: 1. Participants will learn how to introduce the University community to the responsibility of the Design Engineer and

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how consultants’ practices for system design have been impacted by risk and liability for building performance in the future; 2. Participants will gain an understanding on the key elements both known and unknown when developing a Design Intent Document and how they impact the Design Engineers decisions during design to limit risk for future liability and the role the University can play to mitigate those risks through a properly developed Design Intent Document; 3. Participants will gain an understanding on how detailed high quality simulation modeling of the building can provide information to the University to support key decisions of the team relative to design capacity and performance criteria; 4. Participants will learn how to work with the University’s design consultants to lower costs associated with constructing and operating a building without sacrificing quality of the project.

PRESENTER: James Sebesta, AKF Group, LLC

SESSION TITLE: Enemy of Facilities Operations - FEARA key to moving our teams forward is to create an ownership mindset. When the facilities professional has an ownership mindset, they motivate themselves to know, protect, and improve their campuses with an unquenchable passion for excellence. One obstacle we face is F.E.A.R., False Evidence Appearing Real. This session will explore the elements of F.E.A.R. that can render our teams impotent, causing them to resort to non-effective practices. The ability to quickly identify and address these issues will provide key tools for moving our teams forward.

LEARNING OUTCOMES: 1. Participants will learn to articulate importance of starting with an Ownership Mindset;2. Participants will explore the facets of F.E.A.R.;3. Participants will learn to identify the F.E.A.R. elements in your workplace; 4. Participants will learn how to develop a plan to mitigate the F.E.A.R.

PRESENTERS: Jejuana Brown, Cleveland State University; Joseph Han, Cleveland State University

SESSION TITLE: Energy and Sustainability Assessment Tool in ActionAPPA’s new Energy and Sustainability Assessment Tool (ESAT) provides an opportunity for higher education institutions to benchmark, in a comprehensive way, sustainable operation and management practices as well as conduct an energy and environmental performance of the individual buildings on a campus. ESAT, now a part of APPA’s Facilities Performance Indicators (FPI), offers a proven approach to assess and benchmark critical areas related to the construction, operation, and maintenance of institutional facilities. Carleton University has worked with Jones Lang LaSalle to develop ESAT and has used it to prepare a Sustainable campus plan that will reduce energy use and environmental footprint through a series of cost-effective initiatives. The plan is based on several phases: Comprehensive benchmarking of energy and environmental performance; developing an action plan with identified specific energy-efficiency enhancements and other sustainable measures across the campus; prioritizing initiatives based on return on investment, ease of implementation, and support from building engineers and users; and tracking of progress for continuous improvement.

LEARNING OUTCOMES: 1: Participants will learn how to prepare, implement and track progress of a campus sustainability plan using the APPA’s new Energy and Sustainability Assessment Tool (ESAT); 2. Participants will learn how to use benchmarking information to drive the energy and environmental improvement of campus facilities;3. Participants will learn how to track progress for continuous improvement.PRESENTERS: Darryl Boyce, Carlton University

SESSION TITLE: Facilities Management Mentoring Program at American University With budgets being cut and employees being expected to do more with less, organizations are having to find effective and inexpensive ways to train employees and prepare them for new roles. Facilities Management at American University, at the request of its staff, developed a mentoring program to give employees an opportunity to develop the skills needed to be successful in their current position or to prepare them for a future position in the organization. This session will explore the program developed at American University and share the success stories of the program in preparing the organization for the future.

LEARNING OUTCOMES: 1. Participants will gain an understanding about the concept of mentoring; 2. Participants will learn to identify the steps to developing a mentoring program; 3. Participants will learn how to implement a mentoring program; 4. Participants will learn how to measure the success of a mentoring program.

PRESENTER: Michelle Frederick, American University

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SESSION TITLE: Facilities Service Center - Creating a One-Stop Shop Creating the Facilities Service Center (FSC), a one-stop shop, was a strategic plan initiative for the Facilities Services Department at The University of Texas at Austin. This new work unit aligned with and supported the department’s vision, mission, and core value of service. The goal was to increase client satisfaction by minimizing the number of individuals a client needed to contact for a service request, work order or inquiry. The FSC initiative entailed much more than just establishing a single point of contact for clients. During the two years of planning and preparing for the launch of the center, all tasks focused on the goal of improving the client’s experience. The presentation provides an overview of how the one-stop shop was developed, from process mapping to piloting the new center. Attendees will also hear about online tools and metrics deployed to support the center’s mission and vision.

LEARNING OUTCOMES:1. Participants will gain understanding of the strategic importance of a one-stop shop for clients. 2. Participants will learn key steps involved in creating a facilities customer-service call center, from process mapping to final launch. 3. Participants will learn about the tools and metrics deployed to support the center’s mission and vision such as the cloud service knowledge base software and automated call directory utilized to conduct business.

PRESENTER: Debra Di Meo, The University of Texas/Austin

SESSION TITLE From an Evidence Based Vantage Point - A Student’s Perspective to Their Living and Learning Environment

The focus of any interior finishes selection for the built environment should be about solving a problem with the consumer at the center. Our approach for Higher Education includes the analysis of product selections based on student outcomes. The current student population, The Millennial, makes decisions about their collegiate selection based on numerous items including the built environment. Research shows that the learning or living environment has a dramatic outcome on the student’s achievement? These evidence based developments include the interior finishes process; therefore, the student is impacted with a positive or negative outcome based on those decisions. Our presentation will also include how students make their decisions through the lens of sustainability. Sustainability is a focal point on campuses today and the relevance of campus programs and student participation is becoming more elevated. The trends on campus are supported by sustainable products and manufacturing. Each facility service and planning department can develop the correct process of making decisions relating to enrollment and retention by understanding the student and what is best for their living and learning environment.

LEARNING OUTCOMES:1. Participants will hear of the student’s process of a college is revealed through national surveys and how the facility office on a college campus plays a big part into the student’s decision process. 2. Participants will be shared the data outcomes to all a review to see how a one can compare and evaluate each choice to determine best options. 3. Participants will hear how sustainability fits into the collegiate environment now that more than half of the students today are selecting their college based on that attribute.

PRESENTERS: Shelton Riley, Texas Christian University; Jonathan Stanley, Tandus | Centiva

SESSION TITLE: Get Facilities a Seat at the Table! This session is about what it takes to get a “seat at the table.” Often, we hear facilities professionals say they are “the red headed step child.” It doesn’t have to be that way! We know that the quality of education is directly linked to the quality of facilities. The quality of facilities is undeniably dependent on the quality of the team taking care of it. Therefore, what we say and do is vital to the educational process! In this session we talk about how to leverage your expertise, your commitment, and your experience to build credibility and gain access to the decision makers in your organization.

LEARNING OUTCOMES:1. Participants will learn to communicate the reasons why our profession is important to our campuses;2. Participants will learn to articulate your voice;3. Participants will learn to develop the tools needed to gain credibility to get a seat;4. Participants will learn how to help others get access to the decision makers.

PRESENTERS: Joseph Han, Cleveland State University; Jejuana Brown, Cleveland State University

SESSION TITLE: Green It Together – Offering Students the Zero Waste Option

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Green It Together was a Zero Waste Pilot that ran for one semester in Runkle Hall at Penn State University. Hear how a group of students working with Residence Life, Housing, and the Office of Physical Plant’s Waste Management Team dramatically increased one building’s recycling capture, providing students with a zero waste option. The presentation will discuss all the steps from the initial meetings, the early planning stages, student surveys, developing strategy, to the actual roll out of the program. The presentation will contain pictures and data collected that convinced University leaders to support the expansion of this program into all residence halls by the fall 2013.

LEARNING OUTCOMES:1. Participants will learn how the complete process of rolling out a student lead zero waste initiative within a 230 bed residence hall; 2. Participants will learn how to motivate residents to participate in a Zero Waste Program; 3. Participants will review how the cost of installation, as well as the future savings, are generated;4. Participants will hear about the difficulties and successes with expanding the program across all Residence Halls.

PRESENTERS: Evert Jan Mason, Penn State University; David Manos, Penn State University

SESSION TITLE: How Washburn University Partnered To Save $618,000 a Year Recently completed improvements at Washburn University and Washburn Tech are expected to generate $618,000 in annual energy savings. The improvements, funded with an energy performance contract, included energy efficient lighting, water, and heating, ventilation and air conditioning (HVAC) upgrades, window and door replacements, and a campus-wide building automation system – all designed to optimize energy and operational efficiencies while improving classroom comfort. The improvements were completed in alignment with the university’s 150 Forward strategic plan ─ which also includes a vision to transform outdated programs and labs at Washburn Tech. Washburn Tech Dean, Clark Coco, has led the transformation at Washburn Tech which began with the creation of the Midwest Training Center for Climate and Energy Control Technologies (MTC) that opened in March 2013. The MTC was created through a partnership with the National Coalition of Certification Centers and Trane, a leading provider of indoor comfort solutions and services and a brand of Ingersoll Rand, to provide state-of-the-art HVAC training labs and curriculum ─ developed and evaluated by the industry ─ to offer world-class training to meet the needs of industry. The MTC focuses on technical workforce training to address high-demand technician jobs due to the aging workforce and provide existing and new workers the additional training needed to help current and new firms grow in the region. The Trane partnership with Washburn University and Washburn Tech serves as a model for other universities to simultaneously upgrade their aging infrastructure and technical training programs – ultimately increasing enrollment, and teacher and student retention.

LEARNING OUTCOMES:1. Participants will learn how to implement an energy savings project on campus and simultaneously enhance the learning environment; 2. Participants will learn how an energy savings project helps fund long-term capital plans to extend campus utility infrastructure; 3. Participants will learn how to form partnerships with business and industry to transform outdated training facilities and curriculum; 4. Participants will learn how to increase enrollment through state-of-the-art training facilities and curriculum.

PRESENTERS: Rick Anderson, Washburn University; Clark Coco, Washburn University, Rich Connell, Washburn University; Keven Ward, Trane

SESSION TITLE: IBC/ICC - Where Does APPA Stand? We are currently putting together an ACSC Working Group (no members yet) to prepare for the upcoming revision cycle for issuance of the 2018 editions of the ICC's (International Code Council) "Group A" codes which includes several different codes but of most interest to facility managers; the IBC (International Building Code) IPC (International Plumbing Code), and the IMC (International Mechanical Code). The Working Group will solicit proposals for desired code changes from the APPA membership and submit them. Afterwards the group will review and analyze drafts of the new proposed code text, solicit direction from the ACSC, and support or oppose specific provisions as directed. John asked me to describe this process that will be going forward over the next several years.

LEARNING OUTCOMES:1. Learn how the ICC's code development process works.2. Learn how the APPA Standards and Code Council (ASCC) and it's working groups involve members in code changes that are in the best interests of your institution.3. Learn how your school can change codes and regulations for educational facilities.4. Understand recent trends in the ICC family of codes.

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PRESENTERS: Dana Peterson, University of New Hampshire; Rich Davis, Evergreen University; David Handwork, Arkansas State University

SESSION TITLE: Impact of Sustainability on FMTraditionally, Facilities Management (FM) departments at colleges and universities have largely operated behind the scenes. Over the past decade or so, the campus sustainability movement has grown from singular programs, such as recycling and solar power, to comprehensive initiatives that are implemented on a campus-wide level. Loyola Marymount University (LMU) has been at the forefront of this movement, in particular with respect to the university’s FM department. From our humble beginnings with one of the first university recycling programs in the early 1990’s, to installing the largest solar PV system of any university in the nation in 2003, to becoming a STARS Silver rated institution by AASHE in 2012, LMU has demonstrated continual leadership in campus sustainability over the years. With our Office of Sustainability housed in the FM Department, the entire LMU campus now looks to our FM administrators and staff to lead the way to sustainability. Clearly, the various academic programs and student organizations drive much of the learning, research, and innovation with respect to sustainability at LMU. However, it is the FM Department that brings all of these previously fragmented efforts together under one umbrella organization. The impacts of sustainability on FM have been transformational, and LMU has the ability to share a number of best management practices regarding this topic with our colleagues in higher education.

LEARNING OUTCOMES:1. Audience members will learn about the evolution of LMU’s campus sustainability program, much of which will be information that is directly transferrable to other higher education institutions.2. Audience members will learn about how LMU has utilized the relatively new AASHE STARS program to assess a comprehensive, campus-wide green campus initiative, including methods for planning and program development.3. Audience members will learn about how LMU has been able to lead diverse collaborative teams in the implementation of new green campus programs through committees, research, community service, and educational programming.4. Audience members will learn about how LMU has grown a dynamic team of student interns who work directly with a full-time Campus Sustainability Officer to implement new green campus initiatives as well as to develop innovations based on longer-standing programs such as recycling and energy conservation, and how all of this work has assisted students in their own vocational discernment as they graduate and enter the workforce.

PRESENTER: Joe Rasmussen, Loyola Marymount University

SESSION TITLE: Implementing a Space Management Process in a Small SchoolSpace is a key asset for any educational institution. This is often not recognized or fully appreciated in many institutions, especially at small institutions. These organizations are not accustomed to providing justification for space utilization. Squatters are common whenever space becomes vacant. Discussions of space utilization often become emotional rather than rational. This panel discussion will provide examples of institutions that have changed their culture to value space as a strategic asset. The methods employed to manage the change, the missteps that occurred, and the final outcomes will be discussed.

LEARNING OUTCOMES:1. Participants will learn how to recognize the current status and the change management that must occur; 2. Participants will learn the pros and cons of various forms of space management that may be the desired end result; 3. Participants will learn the possible strategies to be employed; 4. Participants will discuss the supporting tactics for a successful implementation.

PRESENTER: Victoria Drummond, Montana State University; Jonathan Mills; Marshall Lasswell, Texas A&M University/ San Antonio; Ken Albright, Butte College

SESSION TITLE: Increase Quality & Decrease Costs by Utilizing Performance Based Service Contracts Central Piedmont Community College (CPCC) has been a part of the Charlotte, NC landscape for almost 50 years. It has eight campuses located throughout Mecklenburg County, serves more than 70,000 students a year, has approximately 3.1 million sf of facilities and approximately 260 acres. CPCC, with assistance from Facility Engineering Associates, P.C. (FEA) awarded an integrated, performance based facility operations and maintenance service contract to an outsourced provider in June 2012. Prior to contract award equipment operations & maintenance and landscaping had been performed by in-house CPCC staff, housekeeping was outsourced and there were numerous stand-alone service contracts. All services are now combined on one performance based, comprehensive facilities management contract and this resulted in reduced operational expenses and higher quality services offered across all of the campuses. Performance based contracting (PBC) reduces maintenance costs through the application of more effective and efficient technologies and work procedures. PBC is also called outcome based contracting because the specification focuses on outcomes not inputs; results of the service provider’s work not on the work itself; the

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cleanliness of the bathroom not how it was cleaned. Performance specifications set quality-related targets that allow the service provider flexibility in determining the most appropriate processes. The intent is to give the service providers the freedom to determine how to perform and to encourage innovation.

LEARNING OUTCOMES:1. Participants will learn how CPCC increased quality and decreased costs through performance based contracting;2. Participants will learn how to apply the different benefits of performance based and prescriptive contracts (traditional) for your operations3. Participants will gain an understanding of the advantages and challenges to performance based service contracting; 4. Participants will discover a repeatable methodology for writing and administrating performance based service contracts.

PRESENTERS: Vicki Saville, Central Piedmont Community College; Kathy Powers, Facility Engineering Associates, PC

SESSION TITLE: Innovation at Quinnipiac - Facilities Department technicians/employee go mobile with iPadsQuinnipiac’s Facilities Department launched iPads/Mobility for its 32 hourly technicians to increase productivity, reduce resources, and reduce travel/down time, while providing information quicker and with more mobility and the ability to service multiple spaces and functions. By reducing travel time, increasing communications, the Facilities Department has gained 30 minutes / day of time back for every employee. It has lowered its exposure to vehicular accidents by reducing its travel trips from 8.31/day to 5.32. Employees have access to a multitude of platforms at their fingertips. Employees can access floor plans, the card access system, work order system, energy management system, irrigation controls, Ohms’ voltage drop calculator, measurement conversion calculator, use of video and photos, manuals, and SDS information. The presentation takes you through the beginning concepts, working through a union environment issues, through implementation and ultimately success. LEARNING OUTCOMES:1. Participants will learn how they can bring this back the tools shared to their campus and implement; 2. Participants will learn how for the cost of a tablet you can put this information at the finger-tips of employees to improve service among the University community;3. Participants will learn how important the high level of data capture is to the success of a department.

PRESENTER: Keith Woodward, Quinnipiac University

SESSION TITLE: Journey From Traditional Decentralized Service An initial assessment performed during 2009 indicated that the University of Michigan (UM) Plant Operations had several areas that could be improved through restructuring the way maintenance and custodial services were being performed. Like all Big Ten universities there is concern over pending large scale retirements, increasing service demands, and budgets that are under pressure. The 2009 assessment indicated through in-depth, data-driven analysis that several opportunities existed for improving delivery of services; additionally, UM needed to know where resources were being expended to support higher quality management and budgeting. Taking advantage of these opportunities required a fundamental shift in the way maintenance was being performed and documented. This presentation will describe the journey from traditional decentralized service to a highly scheduled and planned work environment that improved service levels while decreasing costs by over 12% and growing, and is moving the department into ever increasing levels of Reliability Centered Maintenance (RCM).

LEARNING OUTCOMES:1. Participants will learn how to assess the need for transition to an improved service delivery model; 2. Participants will learn how critical the use of data is to successfully drive Implementation methodologies;3. Participants will learn how the Reliability Centered Maintenance (RCM) and the FEMCA model ( Failures Modes, Effects, and Critical analysis) are an integral part of RCM applied to the Higher Ed maintenance environment; 4. Participants will discuss the importance of structured proactive team cleaning as an approach to healthier buildings.

PRESENTER: Rich Robben, University of Michigan

SESSION TITLE: Leadership: The Heart of ExcellenceAn apple dropped in the middle of a pond will create ripples of concentric circles that affect the entire pond. What is the “apple in the pond” for facilities departments that will initiate the ripples of change leading to organizational excellence? My

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recently completed APPA’s Center for Facilities Research (CFaR) project identified leadership as the “apple in the pond.” The purpose of the study was to identify the key factors and conditions needed to initiate and sustain a cultureof excellence on university campuses.

LEARNING OUTCOMES:1. Participants will gain a deeper understanding of the process and mechanisms associated with a pursuit of excellence.2. Participants will learn the forces that drive change.3. Participants will learn what change model(s) are relevant.4. Participants will learn what leadership style is best for leading change.

PRESENTER: Joseph Han, Cleveland State University

SESSION TITLE; Leading vs Managing: An Integrated Approach to Success in a Facilities Environment Facilities are complex organizations with a variety of challenges facing those charged with leading the organization. It requires those in charge to use many different and often contradictory leadership and management styles in order to be successful. An integrated approach, blending of leading and managing, can improve the overall effectiveness of the leader and the organization. This session will explore the unique differences between leading and managing in a facilities environment and how to develop an integrated approach for success.

LEARNING OUTCOMES:1. Participants will learn how to identify the challenges facing Facilities leaders; 2. Participants will gain an understanding on the unique differences between leading and managing; 3. Participants will learn to identify the keys to successful Facilities leadership - in leading and managing;4. Participants will learn how to have an integrated leadership/management approach for success.

PRESENTERS: Michelle Frederick, American University; Jim Jackson, University of Nebraska

SESSION TITLE: Leveraging Life-Cycle Strategies to Improve Campus ControlVirginia Tech is a comprehensive university and leading research institution with eight colleges and graduate school, with buildings dating back to the University’s founding in 1872. Integrating the campus’ HVAC systems under one centralized control center was necessary for operational cost and environmental concerns. Implementing the Operations Control Center (OCC) allowed Virginia Tech to leverage their previous investments in their building automation system technology to integrate a multitude of physical data points into a centralized command and control facility. As a result of campus-wide technology standards that had been implemented over several decades, the infrastructure already existed to create the OCC with minimal capital investment, validating the lifecycle value of campus infrastructure and integration standards.

LEARNING OUTCOMES: 1. Participants will understand how Virginia Tech to centralize the coordination and management of the campus HVAC infrastructure;2. Participants will understand how Virginia Tech is using the OCC to improve operations efficiency and responsiveness; 3. Participants will understand how Virginia Tech uses the OCC to effectively manage BAS data to improve decision making; 4. Participants will understand how Virginia Tech developed standards, selected partners, balanced first and lifecycle costs, is integrating and sharing data and is leveraging technology.

PRESENTERS: Mark Helms, Virginia Tech University; Kirk Johnson, SIEMENS; Steve Hoiberg, SIEMENS

SESSION TITLE; Migrating beyond Facilities Management to a Sustainable FutureWe have been called Superintendents of Buildings and Grounds”, “Plant Administrators”, “Facility Officers”, “Facility Managers”, What is our next role? The results of research are completed on how ”TCO- Total Cost of Ownership – Sustainable Asset Management” can be implemented in the Higher Education industry. The research suggests this is our future given the following facts: TCO eliminates deferred maintenance and capital renewal, 75% of the data needed is already available, outgrown the role of facilities management, need to adopt the additional role of asset managers, a greater focus on systems/investments than buildings, a focus on owners investments and there ROI, Steward of institutional assets, greater long-term cost savings, makes available management silo sharing, and more… This session will give you a vision for the future. The role of working closer to the owner can give you a seat, maybe a sofa at the table. Please come to learn about your next steps.

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LEARNING OUTCOMES:1. Participants will learn how to motivate leaders attending to embrace the change and get moving; 2. Participants will learn how to realize the great opportunity there is to be a bigger player at the table; 3. Participants will learn the benefit of moving to a TCO model is doable and rewards are long lasting; 4. Participants will learn how to leave a legacy to the future that if completed correctly will create a sustainable asset environment for the institution.

PRESENTER: Doug Christensen, Retried

SESSION TITLE; Monitoring-Based Commissioning The towers, located on the Parnassus Campus of University of California, San Francisco (UCSF) were constructed in 1960. They have a total gross square foot of approximately 440,000, and they are actively occupied 24/7 throughout the year. Each building includes 13 floors of laboratory space with fume hoods, two floors of supporting administrative offices and classrooms, and one floor of mechanical space. The original mechanical design included two air handlers and two exhaust fans to serve the fourth through sixteenth floors of the building. Supply air to each floor was modulated to maintain the exhaust air temperature set points, and the exhaust air flow was modulated to track the supply air flow as lab spaces have to maintain minimum air changes per hour. Over several decades, numerous floors in both towers were remodeled to meet different program needs, and some of the mechanical systems within these remodeled floors were also modified to meet the airflow needs within the space without much consideration to the impact on the overall building system. This created pressurization problems in different parts of the towers with simultaneous re-heating and re-cooling of the supply air, excess supply air flow, and excess supply air and exhaust air pressure. There were also problems with the modulating fire and smoke dampers controls that integrate the floors with the supply and exhaust air risers. As a result of all these modifications, the towers were among the most energy-intensive buildings on the UCSF campus with equally high operating and maintenance costs.

LEARNING OUTCOMES:1.Participants will learn how to leverage the Monitoring Based Commissioning process to assess the performance of all their building and energy systems and to identify opportunities for repair, replacement and/or improvement of these systems in order to more effectively manage energy and other resources.2. Participants will learn how to utilize the Monitoring Based Commissioning process to evaluate their operations and maintenance practices and to identify process and system bottlenecks, chronic operations and maintenance problems in order to adequately mitigate and/or address these problems.3. Participants will acquire the ability to use this process as a platform or tool to engage key senior and/or executive campus leaders and other stakeholders regarding pertinent issues that typically impact facilities and other related departments.4. Participants will learn how to leverage the process (via innovative and creative means) as an effective tool for spaceplanning and management, programming, future renovations and other improvements. 5. Participants will learn how to identify critical interactions, processes and building infrastructure framework needed to implement an effective sustainability program that aligns well with their institutional goals and objectives.

PRESENTER: Winnie Kwofie, University of California/San Francisco

SESSION TITLE: Operation Healthy Office: Where Losers Are WinnersWhat started as a casual conversation between two attendees at the APPA 2013 Conference Fun Run/Walk has morphed into “Operation Healthy Office: Where Losers Are Winners.” This program will highlight the healthy weight loss challenges conducted within the facilities departments at both the University of Mississippi (Ole Miss) and Penn State University. The presenters – Tiffany Edwards and Beth Clark – have spearheaded these challenges within their respective departments with remarkable results. The challenges have not only yielded healthier individual employees, but have also created stronger bonds among co-workers and teams with the organizations. Attendees will leave this program armed with the knowledge and resources to conduct their own workplace weight loss challenge, turning “losers” into winners within their institutions.

LEARNING OUTCOMES:1. Participants will learn from the overview of the healthy weight loss challenges conducted at Ole Miss and Penn State;2. Participants will receive a how-to guide to conduct their own challenge at their institution;3. Participants will learn statistics that relate to obesity/unhealthy lifestyles, workplace healthcare costs, and the associated savings via weight loss;4. Participants will hear testimonials from participants related to improved/healthier lifestyles and the sense of camaraderie that resulted from the challenges at Ole Miss and Penn State.

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PRESENTERS: Tiffany Edwards, University of Mississippi; Elizabeth (Beth) Clark, Penn State University

SESSION TITLE: Pushing, Pulling & Promoting YOUWho’s willing to go out on a limb for you? Who’s willing and able to push, pull and promote you where and when it counts? Sponsors provide a competitive career advantage, go out on a limb, and provide stretch assignments and opportunities for career advancement. Join us to discover the opportunities this distinct role provides and how to initiate and steward this type of relationship at all levels in facilities management.

LEARNING OUTCOMES:To be provided.

PRESENTER: Teri Bump, American Campus Communities

SESSION TITLE: Reorganization of College Logistics Management Operations Pima Community College faced the challenge of how to improve their obsolete and inefficient and costly district-wide logistics management system with a method that would allow the College to continue to provide these services to our wide-spread campuses and learning centers. After an extended period of research and investigation, the College Facilities Department leadership chose to replace seven different decentralized warehouse operations with a centralized system that would allow for operational cost savings, a reduction in vehicle fleet operations, and standardization of services provided to all district facilities. The College wanted to strengthen the internal controls over a number of areas such as asset management, inventory control, vehicle operations, and standardization of courier and mail services. By using new material management asset management procedures the College was able to reduce theft and pilferage of assets and to streamline accounting procedures for equipment and materials. The College was able to utilize an existing work order management and control system to incorporate a module into the system to more effectively manage logistics and to ensure the proper controls over assets was achieved. The College was also able to reap other benefits from this project and was able to free up space to be used by the State of Arizona Archaeological Museum to store highly valuable and irreplaceable artifact items that reflect the regions Native American heritage.

LEARNING OUTCOMES:1. Participants will learn of new technologies available that will allow their institutions to be able to achieve success in the use of asset and material management systems.2. Participants will learn of the benefits to be derived from the use of more efficient centralized logistics system versus a decentralized system.3. Participants will learn of the benefits and time/labor savings by using a centralized computer deployment center to distribute desk-top computer equipment throughout the College.4. Participants will learn how to save money spent on vehicle courier operations, reducing personnel costs, and to reallocate resources to allow for facility operations in a sustainable manner as well as how to plan and recapture valuable warehouse space for utilization by the College for other important purposes.

PRESENTERS: William Ward, Pima Community College; J. Michael Posey, Pima Community College

SESSION TITLE: SMU and the Total Campus Approach to Facilities Upgrades and Systems ModernizationBy having senior stakeholders discuss their strategic initiatives and associated goals in a consultative environment, including risk, operational efficiencies and cost savings, SMU and Siemens are partnering to help the university work towards modernization with the future in mind. By analyzing data across key campus functional areas, as requested, Siemens has been able to present findings to a wide array of stakeholders, hence paving the way for an agreed-upon and long-term partnership strategy plan which speaks to current and future needs regarding campus modernization. Another critical part of this partnership revolves around firm demonstration of ROI related to all projects, which has helped SMU realize important the operational benefits of a sound plan.

LEARNING OUTCOMES:1. Participants will understand how SMU began the process of searching for a partner to help in the realization of its strategic priorities and associated goals; 2. Participants will understand how and why Siemens was selected + associated benefits; 3. Participants will understand how the two parties have worked together in the short term to realize immediate needs to update Building Automation and Security Systems; 4. Participants will understand the future direction of this partnership and why both parties see the benefits of making it one with the long-term implications.

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PRESENTERS: Philip Jabour, Southern Methodist University; Jason Haddock, SIEMENS;

SESSION TITLE: Strange Bedfellows: The Politics, Pitfalls and Profits of Workforce ConsolidationAt large universities, auxiliary enterprises such as Housing, Athletics, Dining Services, Parking and Transportation, and Intramural Sports often hire their own service staff to maintain their facilities. Hired to maximize responsiveness while minimizing cost, auxiliary-managed buildings staff tend to be lower paid and less skilled than their counterparts in the Facilities Management or Physical Plant departments. As auxiliary facilities grow in size and complexity, so do their workforces. Many universities face the prospect of having multiple internal organizations with similar needs, each with their own large workforce, and each with their own approach to balancing routine service requirements, long-term stewardship obligations, and persistent budgetary constraints. In January of 2011, UVA transferred 110 maintenance and housekeeping employees from its Housing Division to its Facilities Management department. This program explores workforce consolidation by using the experiences of the University of Virginia as a catalyst for an exchange of ideas and experiences among the session participants.

LEARNING OUTCOMES:1. Participant will learn when consolidation does and doesn’t make sense;2. Participants will learn about the guiding principles of workforce consolidation;3. Participants will learn what tips can be used for recognizing and managing the inevitable conflicts;4. Participants will learn what key metrics for measuring success should be used.

PRESENTER: Michael Merriam, University of Virginia

SESSION TITLE: Sub-Metering Your Facility/Campus/University: From Grant Writing to InstallationThis presentation shows the steps involved in reducing energy and water usage with sub-metering. Davidson College received $150,000 from the Jessie Ball DuPont Fund to install electricity and water usage meters in 12 residence halls and a comprehensive online energy analysis dashboard. Davidson implemented the project using in-house expertise and labor which provided a better understanding of the sub-metering process. The dashboard shares baseline data on building consumption, allowing staff to determine where energy reducing action is needed. This presentation will take the audience through the steps involved in reducing energy and water usage in your facility/Davidson College through the use of sub-metering. The presentation uses Davidson College as a case study of/for a successful sub-metering project – from finding grant money, requesting proposals, purchasing meters, installation, and developing a dashboard for data analysis. Davidson College received $150,000 from the Jessie Ball DuPont Fund to install electricity and water usage meters in 12 residence halls, along with a comprehensive online energy analysis system/dashboard. Despite proposals from outside vendors, Davidson decided to implement the project using in-house expertise and labor which gave Davidson a better understanding of the process for sub-metering/project management that has resulted in a utility monitoring dashboard that is collecting baseline data on building consumption in order to determine where action is needed to reduce energy usage in these facilities. The presentation will provide information on 1) the purpose of sub-metering; 2) an overview of the project; 3) how the project was funded and paid for; 4) the schedule of events and the time it took; 5) the materials and labor needed for implementation; 6) communication areas and strategies, including PR and finished marketing; 7) roadblocks and advice after the experience. The presentation will also allow time to answer more technical questions, if needed. Ultimately, the presentation aims to demonstrate the importance of energy management and take the audience through the steps of a sub-metering project.

LEARNING OUTCOMES:1. Participants will begin to think critically about the use of sub-metering at their own facility/campus;2. Participants will understand methods and strategies used in the sub-metering project and leave empowered with knowledge to implement at their own facility/campus including possible funding sources;3. Participants will be able to see electricity sub-meters and an energy/utility-monitoring dashboard;4. Participants will learn roadblocks and possible hurdles to be aware of during project planning and implementation.

PRESENTER: Claire Naisby, Essex Corporation

SESSION TITLE: Surviving the Flood … Then Surviving the Recovery In June of 2008, the University of Iowa suffered through what was then ranked as the fifth largest natural disaster in US history, with a scale that would test not only the institution and the State, but the federal agency that came to help. 22 major UI buildings, representing 1/6 of the campus were closed in the aftermath of the flood, including 25% of the general assignment classrooms, the campus’ largest residence hall and the sole steam-generation power plant, which was shut down on June 14th 2008 when water reached 22’ in height and neared the building’s electrical systems. To make things more challenging, only 2 months following the crest of the flood, and 1 month after the waters finally receded, the campus would welcome the largest enrollment of students in its history. Over the past 5+ years, the University has struggled, strived and persevered in maintaining its many impacted programs and has learned, through great effort and difficulty, to understand and address the complex process of partnering with FEMA and the federal

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government on a recovery effort estimated to cost more than $900M. Though, at times, the challenge was seemingly insurmountable, the University has advanced to a point of progress and completion that makes it able to serve as a model for any institution that has ever wondered or worried about what might happen should nature strike. Iowa’s is a tale of survival; a horrific story turned into a transformational recovery.

LEARNING OUTCOMES:1. Participants will learn what happens when disaster strikes, and what to do first; 2. Participants will learn how to address the arrival and presence of, and “partnership” with, FEMA; 3. Participants will learn how to maintain an effective campus through the recovery and how to survive, persevere and transform in spite of the challenge;4. Participants will learn how to prepare for and protect against natural disasters (lessons learned and preparing for the next time…and a warning to all: there WILL be a next time).

PRESENTER: Rod Lehnertz, University of Iowa

SESSION TITLE: Technology-Tell Our Story Using DataAlamo Colleges have grown rapidly in terms of enrollment and in terms of facility size. This growth has strained the facility preventative operations budgets significantly. In this session attendees will learn some of the Alamo Colleges’ best practices for responding to, communicating and predicting financial needs. The session will address the following: facilities history of Alamo Colleges, role of Facility Condition Assessment (FCA) in understanding “What do we own and what shape is it in?”, role of FCA in forecasting PM budgets, conflict between named Facility Condition Index (FCI) projects and “wants” and much more!

LEARNING OUTCOMES:1. Participants will learn how to overcome expectation of “Industry Standard” perception by leadership; 2. Participants will learn how tackle challenges with communicating nuances of data to non-technical consumers; 3. Participants will learn the importance of keeping data fresh; 4. Participants will learn what the role in Board decision making is and how to use by Board to seek legislative help (if any).

PRESENTERS: JP Grom, Lockwood, Andrews & Newman, Inc.; John Strybos, Alamo Community College District

SESSION TITLE: The Campus as a Living Laboratory: Using the Built Environment to Revitalize College Education As community colleges redesign and retrofit their own campuses in greener ways, institutions can and should use these projects as experiential learning opportunities for students. These so-called “living laboratories” merge academics and campus facilities management to provide students with real-world skills and, for the institution, a path to meet its sustainability goals. This panel session will explore how institutions around the country have implemented learning labs on campus, and will include overviews, best practices, challenges and consensus building to bring these highly beneficial projects to fruition. Discussion will also center around the benefits to both the facilities and academic sides of the house.

LEARNING OUTCOMES:1. Participants will gain an understanding of how to start the Living Lab discussion on their campus, how to build consensus + the benefits that such an approach can have both to facilities management and academic learning;2. Participants will gain an understanding of best practices related to such projects as well as the pitfalls (and how to avoid them); 3. Participants will gain an understanding of how such projects can have a positive impact on the operational and energy-reduction goals of the college, as well as on creating an educated workforce; 4. Participants will learn from the college perspective the importance of effective partnerships in bringing Living Lab projects to fruition.

PRESENTERS: Steve Hoiberg, SIEMENS; Charley Cohen, SIEMENS; Luis Campos, Central New Mexico Community College

SESSION TITLE: Understanding the Potential Use of Tablets and ImplementationTablets are becoming as common as cell phones at the management level, but are underutilized on Facilities Management crews. This presentation will discuss using tablets to enhance employee productivity and how to implement them. A comparison between using smart phone vs. tablet will be given with pros and cons for each one. Also an overview of useful Apps that are either paid and free will be discussed and different types of protection cases for tablets. Learn what the University of Texas at Austin has experienced when implementing the tablet for landscape services.

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LEARNING OUTCOMES:1. Participants will learn how to implement tablets;2. Participants will learn which apps are useful for tablets in their area of work; 3. Participants will learn pros and cons of tablets and smart phones; 4. Participants will learn the benefits to employees that utilize tablets.

PRESENTER: Markus Hogue, The University of Texas/Austin

SESSION TITLE: University Saves Millions, but No One KnowsUniversities across this country are implementing cost saving technologies but few of them are able to get public recognition for their accomplishments. This presentation will discuss how University of Texas at Austin has been able to maximize the public exposure on the new central irrigation system. I will go into detail on how to utilize campus media, local news, and different outreach groups to assist in telling the story of cost saving projects. The presentation will detail the results of sharing University of Texas story and potential issues that could also arise from tell the story.

LEARNING OUTCOMES:1. Participants will learn which target groups should tell your story; 2. Participants will learn how to successfully tell your story; 3. Participants will learn how to decide who you tell your story too, and why; 4. Participants will learn what are the positive and possible negative results of telling your story.

PRESENTER: Markus Hogue, The University of Texas/Austin

SESSION TITLE: Using the Built Environment to Revitalize College Education As community colleges redesign and retrofit their own campuses in greener ways, institutions can and should use these projects as experiential learning opportunities for students. These so-called “living laboratories” merge academics and campus facilities management to provide students with real-world skills and, for the institution, a path to meet its sustainability goals. This panel session will explore how institutions around the country have implemented learning labs on campus, and will include overviews, best practices, challenges and consensus building to bring these highly beneficial projects to fruition. Discussion will also center around the benefits to both the facilities and academic sides of the house.

LEARNING OUTCOMES:1. Participants will gain an understanding of how to start the Living Lab discussion on their campus, how to build consensus + the benefits that such an approach can have both to facilities management and academic learning;2. Participants will gain an understanding of best practices related to such projects as well as the pitfalls (and how to avoid them); 3. Participants will gain an understanding of how such projects can have a positive impact on the operational and energy-reduction goals of the college, as well as on creating an educated workforce; 4. Participants will learn from the college perspective the importance of effective partnerships in bringing Living Lab projects to fruition.

PRESENTERS: Steve Hoiberg, SIEMENS; Charley Cohen, SIEMENS; Luis Campos, Central New Mexico Community College

SESSION TITLE; UT Knoxville Facilities Exposed, the story behind the Facilities OrganizationCome take a look behind the orange curtain as UTK tells their facilities story. With a new university plan to become a Top 25 Research Institution the facilities organization is faced with the incredible challenge: show that facilities service can lead the University’s drive to top 25. This shifts the discussion about facilities from being a cost center that should be minimized to being a key contributor in creating an outstanding student and faculty experience. With so much change forthcoming where would you start? For the facilities organization it begins with a little introspection. In order to build a house you must begin with a good foundation. Over the last 2 years, the facilities services group at the University of Tennessee has undergone a reorganization designed to achieve 3 core goals: target resources to shift from a reactive to proactive maintenance department; align resources to improve customer service; and preserve the strengths of their current facilities service team. A critical step to creating buy in from senior leadership for these changes was to show that facilities service knew where their strengths and opportunities were and that they had a plan. Together with Sightlines, UTK has utilized data and benchmarking to establish a baseline from which they can evaluate their successes and target future areas. University of Tennessee, Knoxville will demonstrate how these baselines were created, what they are, and how they are being used to engage campus leaders to make the case for appropriate resource allocation.

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LEARNING OUTCOMES:1. Participants will learn what key metrics do I need to know; 2. Participants will learn what do they tell me and my boss; 3. Participants will learn how to show the value received for facilities investments and to identify opportunities for efficiencies and target performance improvements.4. Participants will learn how to manage resources levels with customer expectations.

PRESENTERS: Dave Irvin, University of Tennessee/Knoxville; Peter Reeves, Sightlines, LLC

SESSION TITLE: Utilizing Sustainability as a Common Medium to Advocate a Campus Wide Understanding Philadelphia University Physical Plant Operations has been recognized both regionally and nationally for its innovation, best management practices, and leadership when it comes to facilities management and sustainability. Perhaps the best measure of maturity of a facilities department into a campus community is to become part of the culture. In a time of tight budgets and competition for resources it’s easy to become isolated and adversarial. The best solution to all of these concerns is instead collaborative innovation. But collaboration is difficult. It requires trust, transparency, a common language or way to communicate, and in a manner of speaking, an understanding of currency. While everyone can easily correlate currency with dollars, that is just a popular manner of an exchange. In reality currency and the related resources take on many forms. There are deeper values, and to quote Aristotle “The whole can be greater than the sum of its parts”. From a faculties standpoint “space” primarily is the monetary driver, and to a lesser extent grounds related cost. But with space and with grounds there are also related sustainability and even educational currencies. Do we practice what we preach? How does this practice affect our carbon footprint? What is the balance of convenience with sustainability? Are there win-win opportunities?

While at times these can be contentious, there is great benefit to the journey of aligning the University’s educational mission with its facilities mission. Utilizing sustainability as a collaborative mechanism to drive efficiency can help lead to common understandings that can cross through student, faculty, and administration perspectives. Having the conversations and working on common initiatives allow the normal silos associated with students, faculty, and administration to transition to mutual respect and admiration. APPA’s guidelines, FPI, and BOK have contributed as baselines for this collaboration at Philadelphia University; so has leveraging facility related business partners, both for their insight and student internship opportunities. Faculty and students sit on sustainability and facility related committees. The University has majors within engineering, architecture, construction management, and sustainability; now facilities management is routinely called upon for their expertise to contribute in the classroom.

LEARNING OUTCOMES: 1. Participants will learn of examples of utilizing benchmarking to facilitate consensus and attain both economic and sustainable outcomes; 2. Participants will discuss effective techniques used to attain campus wide understanding and advocacy for sustainability and Physical Plant Operations; 3. Participants will see how the application of APPA Grounds Operational Guidelines for sustainable landscape zones was done; 4. Participants will see how the application of APPA BOK methodologies for strategic planning of facilities was done.

PRESENTERS: Geoffrey Cromarty, Philadelphia University; J. Thomas Becker, Philadelphia University

SESSION TITLE: Legionellosis – Diagnosis You Cannot Afford!Many educational organizations desire to maximize water safety throughout their campuses. Prevention of ‘Legionnaires’ Disease helps focus the organizational maximizing both portable and utility water safety. This session will describe the actions taken by the University of New Mexico to independently design and implement a Water Management program (WMP). An overview of Hazard Analysis Critical Control Point (HACCP) management process will be presented. Use of cloud based single location for campus based Water Management information will be shown. Worldwide guidelines and standards will be discussed. Challenges encountered during implementation and verification can be many. How UNM is handling them will be seen.

LEARNING OUTCOMES: 1. Participants will gain an understanding on the HACCP Management Process and how it can be used to improve campus wide water safety; 2. Participants will learn why maximizing water safety and minimizing costs go hand-in hand; 3. Participants will gain an understanding of the independent Water management Programs and their benefits;

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4. Participants will learn how ongoing Verification & Validation are the critical components of an ongoing WMP.

PRESENTERS: Gary Smith, University of New Mexico; Brooke Winter, Phigenics

SESSION TITLE: Virginia Tech’s Operations Control Center: Leveraging Life-Cycle Strategies to Improve Campus Control

Virginia Tech is a comprehensive university and leading research institution with eight colleges and graduate school, with buildings dating back to the University’s founding in 1872. Integrating the campus’ HVAC systems under one centralized control center was necessary for operational cost and environmental concerns. Implementing the Operations Control Center (OCC) allowed Virginia Tech to leverage their previous investments in their building automation system technology to integrate a multitude of physical data points into a centralized command and control facility. As a result of campus-wide technology standards that had been implemented over several decades, the infrastructure already existed to create the OCC with minimal capital investment, validating the lifecycle value of campus infrastructure and integration standards.

LEARNING OUTCOMES: 1. Participants will understand how Virginia Tech to centralize the coordination and management of the campus HVAC infrastructure;2. Participants will understand how Virginia Tech is using the OCC to improve operations efficiency and responsiveness; 3. Participants will understand how Virginia Tech uses the OCC to effectively manage BAS data to improve decision making; 4. Participants will understand how Virginia Tech developed standards, selected partners, balanced first and lifecycle costs, is integrating and sharing data and is leveraging technology.

PRESENTERS: Mark Helms, Virginia Tech University; Kirk Johnson, SIEMENS; Steve Hoiberg, SIEMENS

SESSION TITLE: What Could You Do in a Strategic Minute? Could you communicate the value Facilities Management brings to your institution in a minute? The natural tendency is to begin by describing our work in terms of reporting lines and functional responsibilities. When the names of the units that make up a facilities department take half a page to list, and an organization chart has to use a small font to fit it all on a page, it is hard to tell your story succinctly. One Facilities Management department came up with an at-a-glance graphic that is changing the way we look at ourselves, and how others see us. This session will take you behind the scenes to learn about the journey that helped us rethink how we talk about our value and how we help others understand what we bring to our institution.

LEARNING OUTCOMES:1. Participants will learn why it is important to rethink how you are communicating your organization’s value; 2. Participants will learn what questions can help you develop your value propositions; 3. Participants will see how to use simplicity to communicate complexity; 4. Participants will gain an understanding as to why this is not a one-shot communications campaign.

PRESENTER; Jeri Ripley King, University of Iowa

SESSION TITLE: What is your Plan B?This presentation will define the resources employed in recovery and the process of recovery in academia. Some of the typical entities are communication systems, power, data network, COOP, logistics, collaborative planning, capacity building. For each of these, there are one or more recovery mechanisms in practice that is crucial for preparing the recovery sequence in the disaster recovery plan. Once the list of affected entities is prepared and each entity's business criticality and failure tendency is assessed, it is time to analyze various recovery methods available for each entity and determine the best suitable recovery method for each. This presentation will cover aspects of an effective EOC (Emergency Operations Center), activation methodologies and (ICS) Incident Command Systems.

LEARNING OUTCOMES:1. Participants will learn ease of recovery activation and operation; 2, Participants will learn what the cost of deployment, maintenance, and operation will be as well as recovery time; 3. Participants will learn how to influence your organization’s sustainability goals and performance; 4. Participants will discuss how to build stronger processes and procedures for mission success.

PRESENTERS: Bob Grindley, Cleveland State University; Joseph Han, Cleveland State University

SESSION TITLE: When Lightning Strikes Twice – Lessons Learned the Second Time Around

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In May of 2013 the University of Iowa found itself in an unthinkable position – responding to another 500-year flood threat just five years after the 2008 Flood; which still stands today as the most costly natural disaster to impact an institution of higher education. Following the 2008 Flood the University of Iowa put into place physical barriers, an inventory of response equipment, critical incident management structures, response training, and a well-crafted Flood Emergency Response Plan (FERP). Under threat of water overtopping the Coralville Dam for only the third time in history, the Facilities Management organization set out to execute its well-crafted Flood Emergency Response Plan when heavy rains inundated the watershed in the spring of 2013. Although the 500-year flood risk never materialized, Facilities Management was able to put the FERP plan to a fully executed test and build on the lessons learned in 2008. The response to the 2013 threat was generally viewed by the university community as a resounding success. But underlying the appearance of success was a treasure of new lessons learned about disaster planning that were surprising, especially given the lessons learned from the 2008 flood.

LEARNING OUTCOMES: 1. Participants will learn what the considerations and elements that make up a comprehensive facilities management emergency response plan; 2. Participants will learn the importance of emergency planning going beyond the plan itself and into periodic response drills; 3. Participants will gain an understanding the challenges to overcome when facilities management organizations decide to deviate from the institution’s established emergency response plan; 4. Participants will learn how to match individual talents to specific response roles in the response effort.

PRESENTER: Don Guckert, University of Iowa

SESSION TITLE: Why’s and How’s of Knowledge and Skills RetentionAccording to the Pew Research Center, “As the year 2011 began on Jan. 1, the oldest members of the Baby Boom generation celebrated their 65th birthday. In fact, on that day, today, and for every day for the next 19 years, 10,000 baby boomers will reach age 65.” Is your organization in imminent danger of losing knowledge and capabilities in critical functions? In this session, we explore strategies to leverage this situation as a tool to move your organization forward. We also examine what knowledge and skills need to be retained and present tools to develop an in-house knowledge transfer program.

LEARNING OUTCOMES:This program will assist the session participants to: 1. Participants will learn how to articulate why knowledge and skills transfer is needed;2. Participants will explore strategies to leverage this situation as a tool to move your organization forward;3. Participants will examine what knowledge and skills need to be retained; 4. Participants will develop an in-house knowledge transfer program.

PRESENTERS: Joseph Han, Cleveland State University; Jejuana Brown, Cleveland State University

SESSION TITLE: Zero WASTE FOOTBALL – Starting From Nothing and Ending with ZEROIn 2013, the University of North Carolina at Charlotte (UNC Charlotte) debuted their first University-sanctioned football program, which included the opening of a 15,000-seat football stadium. Although the stadium was not originally designed with zero-waste in mind, at the start of construction, student government passed a resolution encouraging Dining Services to incorporate zero waste initiatives into football stadium vendor contracts. This resolution was considered throughout the construction phase, and the stadium opened with a goal of zero-waste football, with the expectation that a successful zero-waste program would pave the way for adopting the program at other campus events (i.e. basketball). UNC Charlotte’s inaugural football season was remarkably successful, with an average diversion rate of 84% for the season, and with a high diversion rate of 94% at the 5th home game. UNC Charlotte representatives will discuss how this “addition” was implemented, and how multiple departments worked collaboratively to guarantee the success of the program. In addition, the opportunities and challenges of expanding this program to other limited-access events on campus will be addressed.

LEARNING OUTCOMES:1. Participants will gain an understanding of ZERO WASTE concept; 2. Participants will learn how to determine key stakeholders, and getting them involved; 3. Participants will how to incorporate zero waste into stadium/event best practices and what are the steps to design a ZERO WASTE stadium; 4. Participants will discuss examples of the challenges faced by the campus designing a zero waste program.

PRESENTERS: Kathy Boutin-Pasterz, UNC Charlotte; Shannon Caveny-Cox, UNC Charlotte

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