Resource Lists
COLLEGE AND UNIVERSITY FACILITIES MANAGEMENT
Information on the operations and management of college and university facilities, compiled by the National Clearinghouse for Educational Facilities. References to Books and Other Media
Operational Guidelines for Educational Facilities: Custodial, third edition Bigger, Alan S. editor (APPA, 2012)
Addresses topics including: the cost of cleaning, sustainability, determining APPA Levels of Cleanliness in buildings, and scientific measurement of cleanliness. Special sections address the cleaning of residence halls and healthcare facilities. In addition to the cleaning operations of four-year institutions, solutions for public and private K-12 facilities as well as vocational, trade, and community colleges are covered. 356p
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Operational Guidelines for Educational Facilities: Grounds, second edition Bigger, Alan S. editor (APPA, 2012)
A comprehensive guide to maintaining and managing a grounds and landscaping operation. Topics covered include: sustainable grounds operations; green fuels, vehicles, and equipment; and landscape inventory and measurement, environmental stewardship, staffing guidelines, contracting options, position descriptions benchmarking, and environmental issues and laws. The appendices feature a Quality Appearance Program Case Study and an extensive glossary. An independent chapter on snow removal is also included. 225p
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Operational Guidelines for Educational Facilities: Maintenance, second edition Bigger, Alan S. editor (APPA, 2012)
A guide for maintenance in facilities. Subjects include zero-based staffing build-up, levels of maintenance and benchmarking; compliance, safety, and sustainability; job descriptions and career ladders; and much more. 297p
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Public College and University Procurement: A Survey of the State Regulatory Environment, Institutional Procurement Practices and Efforts Toward Cost Containment.
 (American Association of State Colleges and Universities, Washington, DC; Natioanl Association of Educational Procurement, Baltimore, MD , 2010)
Reports on a survey of chief procurement officers at U.S. public four-year universities and university systems, advising on how both institutions and states can make significant improvements through a variety of reforms, while maintaining transparency and accountability in the multibillion-dollar higher education procurement enterprise. The report offers recommendations for key stakeholders: state lawmakers, state procurement officials, college/university and system leaders, and those integrally involved in campus-level procurement operations that can facilitate cost reduction, improve efficiency and enhance quality in public higher education. 38p.
Educational Facilities and the Impact of Technology, Expectations, and Competition Including the Top Ten Critical Facilities Issues.
(APPA, Alexandria, VA , 2007)
Identifies and discusses ten critical facilities issues, as determined by a panel of higher education and industry leaders. These are: improving communications, sustainability, balancing and articulating expectations, integrating with information technology, focusing on the customer, aligning facilities planning with institutional goals, making master planning more effective, implementing total cost of ownership strategies, managing maintenance and adaptive reuse, and instituting metrics for performance measurement. 36p.
Facilities Core Data Survey.
(APPA, Alexandria, VA, 2006)
Presents the results of a survey collecting facilities data from educational facility managers. The report includes an operating costs report, which covers basic statistics on daily facilities operations including administration, construction, architecture, custodial services, energy, landscaping and groundskeeping, maintenance, and public safety; a building and space report, which explores statistics on building age and usage; a personnel data and costs report, which looks at trends in salary levels, staffing of full-time equivalent (FTE) positions, and collective bargaining representation by position; strategic financial measures that focus on the facility condition index, the needs index, and capital renewal and deferred maintenance; a peer comparison tool that allows comparison to peer or similar institutions; and data and reports from the previous year’s survey.
Buildings...the Gifts That Keep on Taking: A Framework for Integrated Decision- Making.
Rose, Rodney (APPA, Alexandria, VA , 2006)
Presents the findings of a three-year project to collect and consolidate what are generally believed to be best practices for facilities planning and management including common terms, definitions, and metrics and translate them into a manageable, easily understood and articulated set of factors to be taken into account when making decisions about investing in educational facilities. These factors are intended to provide administrators and/or facility managers with an effective and useful decision framework for evaluating facilities investment alternatives that can support their institution's mission and help achieve its long-term goals. 11p.
Asset Lifecycle Model for Total Cost of Ownership Management: Framework, Glossary & Definitions.
(APPA: The Association of Higher Education Facilities Officers. , 2005)
Presents a glossary of terms commonly used to communicate facilities-related issues, including space planning, construction, operations, maintenance, upgrades, and demolition/replacement. The glossary was developed by a consortium of facilities management associations and is organized within their "Asset Lifecycle Model for Total Cost of Ownership Management" which correlates to the physical asset's useful life. 28p.
Maintenance and Operations Administrative Guidelines for School Districts and Community Colleges.
(Florida Department of Education, Office of Educational Facilities, Tallahassee, FL , 2005)
The purpose of this manual is to provide an update of acceptable and effective maintenance and operations management practices and current standards for educational facilities. Chapters include: 1) Laws and Statutory Requirements; 2) General Maintenance and Operations Guidelines; 3) Organizational Structure of Maintenance and Operations Departments; 4) Management of Custodial Programs; 5) Management of Maintenance Programs; 6) Educational Facility Infrastructure Management; 7) Contracted Services; 8) Standard Procedures; 9) Relevant Codes, Standards, and Regulations; 10) Maintenance and Operations Program Performance Criteria. 240p.
UK Higher Education Space Management Project: Drivers of the Size of the HE Estate.
(Higher Education Funding Council for England, Bristol , Jan 2005)
Presents a review of research undertaken to benchmark the size of any higher education institution's property in the UK. The key findings were: 1) Using central timetabling to allocate teaching space is associated with having a smaller campus. 2) There is support for the view that space charging reduces space. 3) Institutions in more urban areas have smaller campuses, all else being equal. 18p.
UK Higher Education Space Management Project: Review of Practice Report.
(Higher Education Funding Council for England, Bristol , 2005)
Gives an overview of how United Kingdom higher education institutions currently manage their space, based on survey responses from 140 institutions. The research set out to see to what extent published good practice recommendations in space management are being followed. This study also assessed whether use of practical space management tools such as specifically space charging, space standards, and central timetabling is correlated with improved space performance. Encouraging percentages of institutions following good practice are reported, and perceived gaps in practice and lack of data are detailed. 48p.
UK Higher Education Space Management Project: The Cost of Space Report.
(Higher Education Funding Council for England, Bristol , 2005)
Details two measures to calculate and benchmark the total cost of a higher education institution's non-residential estate in the UK. Sustainable estate provision is the maintenance, operation, cleaning, and depreciation expenditure per square meter required to maintain the property in fit condition. Total estate provision combines the sustainable estate provision with an estimate of the opportunity cost of the capital which is tied up in buildings and the land beneath them, in that the institution foregoes the benefit selling the property and investing the proceeds elsewhere. Includes 19 references. 29p.
Practical Ideas for Cutting Costs and Ways to Generate Alternative Revenue Sources.
Adsit, Tim; Murdock, George (Rowman and Littlefield Education, Lanham, MD , 2005)
Details the present environment of declining school funds and offers advice on cost savings in a variety of management areas, including building scheduling, custodial services, and groundskeeping. Specific chapters are dedicated to ideas for community colleges and suggestions for alternative revenue sources. Appendix B offers a lengthy list of cost-saving tips presented as a checklist for consideration within the reader s own district. 224p.
Planning and Managing the Campus Facilities Portfolio.
Daigneau, William A., ed. (APPA: The Association of Higher Education Facilities Officers, Alexandria, VA, and National Association of University and College Business Officers, Washington, DC , 2005)
Discusses key elements for managing a higher education institution's facilities portfolio, with three sections presenting issues in the order in which they should be addressed. The first section discusses the importance of an institution's mission and strategic goals, estimating future demand through enrollment forecasting, and the development of a strategic vision for the campus in terms of development of its facilities. The second section reviews the elements of a comprehensive facility assessment, the importance of an "environmental scan" to determine external mandates that will affect capital decisions and the institution's resulting capital plan. The third section covers the essential components of a campus master plan, its financing issues and implementation strategies, and the organizational requirements for effective management of the facilities portfolio. 148p.
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APPA: The Association of Higher Education Facilities Officers, 1643 Prince St., Alexandria, VA, 22314-2818; Tel: 703-684-1446http://www.appa.org/index.cfm
Preventive Maintenance for Higher Education Facilities: A Planning & Budgeting Tool for Facilities Professionals.
(R. S. Means Company, Inc., Kingston, MA. , 2003)
This guide is designed to help higher education facilities managers, through the implementation of preventive maintenance (PM), to increase the life of facility systems and equipment, lower overall operating costs, and provide maximum responsiveness to the college/university community. Part One, "Selling the Need," is designed to address the institutional facility manager's preventive maintenance challenges and to provide necessary information to determine an appropriate direction. The tools in Part Two--models of typical campus buildings--help to answer the question, "What resources are required to implement a PM program if I could fully fund it?" Then, assuming that the budget does not allow for full funding, as is sometimes the case, it addresses what the optimal way is to allocate PM resources to achieve a successful PM program. Part Three includes PM standards and checklists for equipment priority levels, maintenance requirements, and frequencies. (Appendices contain information on return-on-investment models, rating an institution's PM program, integrating computerized maintenance management systems, and organizational resources.) 150p.
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R. S. Means Company, Inc., Construction Plaza, 63 Smiths Ln., Kingston, MA 02364-0800; Tel: 781-422-5000http://www.rsmeans.com/bookstore/detail.asp?sku=67337
Maintenance Staffing Guidelines For Educational Facilities.
(APPA: The Association for Higher Education Facilities Officers, Alexandria, VA , 2002)
The purpose of this publication is to provide a resource or guide for educational facilities in establishing or developing a maintenance trades organization that is sufficient to accomplish basic facilities maintenance functions. The guidelines are intended to suggest staffing levels for those routine facilities maintenance activities that are normally funded through an annual operating budget. The categories of maintenance included are usually referred to as preventive, corrective, reactive, emergency, and support maintenance. 236p.
Comparative Costs and Staffing Report for Educational Facilities, 1999-2000.
Glazner, Steve, Ed. (APPA: Association of Higher Education Facilities Officers, Alexandria, VA. , 2001)
This report presents U.S. comparative data, collected during the last quarter of 2000 from 248 educational institutions, on facility operating costs, including general information and profiles about the participating institutions. The report provides operating cost ratios for eight common functions performed in educational facilities, including comparative data for in-house labor and total utilities costs. Additionally, the report presents data on operating costs as well as staffing, salary, and union representation information. 190p.
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Environmental Compliance and Pollution Prevention Training Manual for Campus-Based Organizations--Operational and Facility Maintenance.
(State University of New York, Center for Integrated Waste Management, Buffalo. , 2000)
This manual was designed to be used as part of the Workshop on Environmental Compliance and Pollution Prevention for campus-based facilities. It contains basic information on New York state and federal laws, rules, and regulations for protecting the environment. The objectives of this guide and the associated workshop are: (1) to instill the principles of pollution prevention into daily staff practices; (2) to foster recycling and reuse of spent and used materials; (3) to reduce waste disposal to the extent possible; (4) to raise the awareness of the impact of individual daily actions on the environment; and (5) to review the requirements of specific New York state and federal regulations that interface with many daily work practices. 47p.
Report NO: NP982048
Comparative Costs and Staffing Report for Educational Facilities, 1997-1998.
Glazner, Steve, Ed. (APPA: Association of Higher Education Facilities Officers, Alexandria, VA , 2000)
Presents comparative data on facility management costs and staffing based on responses from 193 U.S. postsecondary educational facilities and K-12 institutions during 1997-98. Lists data from both private and public institutions, beginning with Section 1, which contains general data on the survey response tally; and institutional profile. Section 2 lists comparative data for institutional costs and staffing levels, including costs for facility operations, in-house labor, and utilities. Section 3 compares personnel data and costs, including position salaries, average annual position staffing, percent unionized, and personnel data and costs by institution series. Section 4 lists energy/utility costs and consumption, including mean electric, natural gas, fuel oil, coal, steam, and chilled water usage. 287p.
Higher Education Vertical Infrastructure Maintenance Planning.
Weidner, Theodore J. (Rensselaer Polytechnic University, Troy, NY , 1999)
To assist higher education facility officers in documenting their financial needs for renewing and renovating existing physical facilities, tools to identify vertical infrastructure maintenance needs are examined for accuracy against observed conditions at a large public university. Data developed for U.S. Army facilities is utilized in three different ways to identify whether such data will be accurate in higher education facilities. The application methods explored are selected to utilize as much data as possible that is familiar to non-technical people while still providing a reasonable reflection of changing annual needs. The selected funding needs model is accurate within 10 percent, a similar level of error when compared to the physical assessment techniques used. The model is also useful for planning purposes to identify future resource needs and documenting costs for overhead charges. Appendices contain a building maintenance database report and building evaluation form. 297p.
Report NO: UMI AAG9925277
The Strategic Assessment Model.
Glazner, Steve, Ed. (APPA Association of Higher Education Facilities Officers, Alexandria, VA , 1999)
This book presents six papers focusing on the application of the strategic assessment model (SAM) to the
management of higher education facilities. The papers are part of an ongoing effort by the Association of Higher Education
Facilities Officers to provide comparative cost and staffing information and to develop a benchmarking process. The papers
explain the origins of SAM, the core competencies related to facilities management, and how these can be affected by SAM.
The papers also relate SAM to the Baldrige National Recognition standard and suggest ways of using SAM as a management
tool. Following an introduction by Douglas K. Christensen, the individual chapters are: (1) "Understanding the Strategic
Assessment Model"; (2) "Linking the Balanced Scorecard to Your Strategy"; (3) "APPA's
Four Core Competencies"; (4) "More Than a Feeling: Deployment of SAM within Baldrige"; (5) "What Is Benchmarking?"; and (6) "Conclusions: Where Do We Go from Here?". (Contains 62 references.) 130p.
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APPA Custodial Operation Self-Analysis Program.
(APPA, The Association of Higher Education Facilities Officers, Alexandria, VA , 1998)
This survey and self-analysis tool was designed to identify most of the variables that impact institutional custodial operations, as well as to establish some reliable standardized benchmarks for the industry. It will help the facilities manager to better understand custodial costs and staffing levels. This was developed to supplement APPA's publication, Custodial Staffing Guidelines for Educational Facilities. 15p.
Green Investment, Green Return: How Practical Conservation Projects Save Millions on America's Campuses.
Eagan, David; Keniry, Julian (National Wildlife Federation, Reston, VA , 1998)
Highlights 23 cost-saving conservation initiatives at 15 public and private postsecondary institutions across the United States. Savings per project ranged from little more than $1,000 to $9 million, and the total savings across the 23 projects were $16.8 million, which represents an average of $728,500 per campus. The projects address issues of transportation, energy and water conservation, materials re-use and redistribution, composting, recycling, and management of hazardous chemicals. 77p.
Comparative Costs and Staffing Report for College and University Facilities, 1995-96. [3.5 inch Computer Disks].
Have van der, Pete; Rubertone, Joe (APPA: Association of Higher Education Facilities Officers, Alexandria, VA , 1998)
Presents comparative data on facility management costs and staffing based on responses from 213 U.S. postsecondary educational facilities during 1995-96. Lists information from both private and public institutions, grouped in sections identical to the survey. The sections are: general data; personnel data and costs; energy/utility cost and consumption; and the custodial addendum. Additionally, the report presents statistics for each institution and raw data for all institutions.
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APPA, 1643 Prince Street, Alexandria, VA 22314-2818; Tel: 703-684-1446; Fax: 703-549-2772http://www.appa.org/index.cfm
Facilities Management: A Manual for Plant Administration
Middleton, William, Ed. (APPA: Assn. of Higher Education Facilities Officers, Alexandria, VA , 1997)
This four-book publication on managing the physical plant of campuses has 67 chapters covering general administration and management, maintenance and operation of buildings and grounds, energy and utility systems, and facilities planning, design and construction. 1,750p.
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Comparative Costs and Staffing Report for College and University Facilities, 1993-94.
Silberman, Gil, Ed.; Glazner, Steve, Ed. (APPA: Association of Higher Education Facilities Officers, Alexandria, VA , 1995)
Presents comparative data on facility management costs and staffing based on responses from 516 U.S. postsecondary educational facilities during 1993-94. Lists statistics from both private and public institutions, beginning with statistical reductions presenting the survey response tally, institutional profiles, and mean costs per square foot. Subsequent sections detail institutional indexes, profiles, costs, staffing levels, and utilities consumption. There is additional information comparing staffing salaries, percentage unionized, chargeback rates, contract services, and full- time-equivalent staffing, as well as statistics on mean electric and gas usage, other fuel usage, and water and sewer consumption. 373p.
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The Association of Higher Education Facilities Officers, 1643 Prince St., Alexandria, VA 22314-2818; Tel: 703-684-1446http://www.appa.org
Contracting for Facilities Services. Critical Issues in Facilities Management. No. 9.
(APPA: Assn. of Higher Education Facilities Officers, Alexandria, VA , 1994)
This book has been designed to provide practical information to managers on how to work with outside
contractors in the higher education facilities area, and provides "real world" advice on the opportunities and pitfalls of
privatization. Overviews and detailed case studies of contracting-out for services such as custodial services and grounds
management are provided. 187p.
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Caring for the Campus Physical Plant.
(Educational Facilities Laboratories, New York, NY , 1982)
Diagnoses causes underlying the deterioration of college and university physical plants. The fundamental problems are: 1) lack of integration of physical plant concerns with the institution's broader mission; 2) the low priority given physical plant needs; 3) the isolation of the physical plant director from institutional decision-making; 4) lack of awareness of requisite funding; 5) ineffective management of physical plant staff; and 6) inefficient use of institutional facilities. The report recommends: 1) establishing a facilities planning group; 2) conducting a thorough physical plant audit; 3) improving plant department management; 4) analyzing the fit between programs and facilities and allocating space accordingly; and 5) implementing a comprehensive energy management program. 45p.
References to Journal Articles
Managing the University Campus: Exploring Models for the Future and Supporting Today’s Decisions Heijer, Alexandra den CELE Exchange; , 5p ; Jan 2012
Managing contemporary campuses and taking decisions that will impact on those of tomorrow is a complex task for universities worldwide. It involves strategic, financial, functional and physical aspects as well as multiple stakeholders. This article summarises the conclusions of a comprehensive PhD research project which was enriched with lessons learned in the aftermath of a fire which destroyed the author’s workplace. The replacement building allowed her to put her theories and concepts into practice.
Rolling Out LEED-EBOM Across the Campus
Ackerstein, Dan Building Operating Management; Sep 2011
Describes efforts underway to save time and money for campus facilities managers who want to certify multiple buildings for LEED for Existing Buildings: Operations and Maintenance (LEED-EBOM).
The Next Step.
Milshtein, Amy College Planning and Management; v14 n1 , p14-20 ; Jan 2011
Discusses seven trends in higher education. These are: bringing multimedia into the classroom, expansion of campus store offerings, new tax reporting requirements for universities operating overseas campuses, energy-efficient IT departments, enhanced security, and "bridging" as a construction project delivery method.
Portfolio Management.
Facilities Manager; v26 n6 , p20-25 ; Nov-Dec 2010
Advocates the consideration of higher education facilities as a portfolio of assets, considering the risks and rewards involved with the individual portfolio components when making decisions about maintenance, repair, remodeling, and new construction. Various risk “scoring” schemes are proposed, depending on the mission of the institution, as well as potential hazards related to location and condition.
Qualitative Facilities Assessment.
Kaiser, Harvey; Klein, Eva Facilities Manager; v26 n6 , p12-14,16-18 ; Nov-Dec 2010
Discusses comprehensive qualitative assessment of higher education facilities. The assessment process includes space capacity, facilities quality, special facilities, infrastructure and sustainability. Differing methodologies for qualitative assessment are detailed, with emphasis on the inclusion of pedagogues and others knowledgeable in space configurations and equipment, as well as implementation of the Facility Quality INdex (FCI).
Five Recession-Driven Strategies for Planning and Managing Campus Facilities.
Rudden, Michael Planning for Higher Education; v39 n1 , p5-17 ; Oct 2010
Details five strategies that some higher education institutions are pursuing during the depressed economy. These are: 1) Deferring capital expenditures and reducing facilities costs through consolidation; 2) Increasing use of existing facilities through scheduling, curriculum revisions, and sharing of space with outside groups; 3) Improving sustainability practices; 4) Using technology to change educational delivery; 5) Leveraging the depressed real estate market to leverage capital holdings. 43 references and extensive notes are included.
Arkansas State and UNLV Earn the 2010 Award for Excellence.
Facilities Manager; v26 n5 , p20-25,27 ; Sep-Oct 2010
Profiles these two winners of the 2010 APPA's Award for Excellence in Facilities Management. The award is based on leadership, strategic and operational planning, customer focus, information and analysis, development and management of human resources, process management, and performance results.
Variety & Service Highlight the 2010 Effective & Innovative Practices Awards Winners.
Facilities Manager; v26 n5 , p28-36 ; Sep-Oct 2010
Profiles five higher education institutions that received the APPA's 2010 Effective and Innovative Practices Award for facilities management. Awardees were recognized for institutional benefit, innovation, creativity, portability, sustainability, management commitment, employee involvement, documentation, analysis, customer input, and benchmarking.
The Space Race.
Milshtein, Amy College Planning and Management; v13 n7 ; Jul 2010
Advises on calculation and utilization of classroom space use and utilization, space inventory, maximizing available space through density, updating and reuse of older space, and student activity space needs.
Fast, Friendly Fix-its.
Ezarik, Melissa University Business; v13 n5 , p43,44,46,48 ; May 2010
Discusses the delivery of quick and friendly service by facilities staff. Customer service endeavors at several campuses are described, as a specific service enhancement strategies.
The Same, Yet Different.
Kollie, Ellen College Planning and Management; v13 n5 , p53-56 ; May 2010
Acknowledges diverse needs for mail delivery services on different campuses and describes options to consider. Article describes a green mailroom for both ingoing and outgoing mail, and lists opportunities for reducing postage costs for the institution's mail.
Financial Trouble in Higher Education.
Gillespie, Craig; Johnson, Nancy Facility Management Journal; v20 n2 , p40,42,44,45 ; Mar-Apr 2010
Discusses the impact of the current recession on higher education facility construction, the growth of distance learning that requires fewer facilities, and advises facility managers on putting wasted space. Computer-aided facility management is recommended, and seven references are included.
Keeping it Flowing.
Hounsell, Dan Maintenance Solutions; v18 n1 , p21,22 ; Jan 2010
Profiles the University of Las Vegas' program to keep drains clear, describing the equipment they use, training, the advantages of the latest equipment.
The Six Principles of Facilities Stewardship.
Kaiser, Harvey; Klein, Eva Facilities Manager; v26 n1 , p22-27 ; Jan-Feb 2010
Addresses linkage with institutional priorities, institution-wide responsibility, comprehensive assessments, credible capital investment decisions, accountability, and contintinuity in higher educational facilities management. Discusses a major commitment to capital asset preservation and quality.
Deferred Capital Renewal as a Spoiler for Campus Programs.
Whitefield, Joe Facilities Manager; v26 n1 , p30-35 ; Jan-Feb 2010
Discusses the difficulties for facilities managers that deferred capital renewal presents. Methods of quantifying its effect, the risks it presents, its role as a "spoiler" in facilities management plans, and its sustainability are addresssed.
Risk Managers Extend Their Turf to Every Corner of the Campus.
Kelderman, Eric The Chronicle of Higher Education; v56 n14 , pA1,A16,A17 ; Nov 27, 2009
Discusses the advent of risk managers on higher education campuses, who monitor a variety of issues including facility design and construction, hazardous materials, special events, and compliance.
The Life-and Death Factor: Focusing on Healthcare Facilities.
Dessoff, Alan Facilities Manager; v25 n6 , p16-21 ; Nov-Dec 2009
Discusses the particular facility issues at university-affiliated hospitals, where occupancy is 24 hours per day and outages that would be an inconvenience in any other building can become life-threatening. Rapid turnover of patients require extra custodial care, and their continuous presence demands extra courtesy from facilities staff. University hospitals also have additional regulatory requirements to meet, and, in the case of research facilities, must provide accommodations for animals.
Environmental Liabilities and Sustainability for Educational Institutions.
Heft, John Facilities Manager; v25 n6 , p34-37 ; Nov-Dec 2009
Discusses an educational institution's potential liability for property contamination. New and renovated facilities are addressed, with typical sources of contamination and specific instances cited. Risk management, liability coverage, and recovery of damages from contractors are also discussed.
University System of Georgia Uses FPI to Support Its Internal Evaluation Process.
Kinnaman, Maggie; Hunter, Ernest; Adams, Greg Facilities Manager; v25 n6 , p23-27 ; Nov-Dec 2009
Describes how the University System of Georgia implemented the APPA's Facilities Performance Indicators (FPI) Survey, emphasizing how a considerable portion of the training was done through creative distance learning.
Creativity Marks the 2009 Effective and Innovative Practices Award Winners.
Facilities Manager; v25 n5 , p26-36 ; Sep 2009
Profiles five higher education facilities programs that won the Association of Higher Education Facilities Officers' award for 2008. The awards recognize new and revamped programs and processes that enhance service delivery, lower costs, increase productivity, improve customer service, generate revenue, or otherwise benefit the educational institution.
Creative Campus Purchasing Pros Fight the Recession...and Win.
Link, Gary College Planning and Management; v12 n9 , p10-12 ; Sep 2009
Discusses higher education purchasing strategies for a tight economy, including energy management, consortium buying, delaying of capital projects, reductions in residential and food services, online purchasing systems, and moving away from unfavorable state contracts.
Higher-Ed Energy Conservation Tips.
Wilkinson, Ron Environmental Design and Construction; v12 n9 ; Sep 2009
Advocates integrated networked building management systems, carbon dioxide monitoring, automatic lighting controls, natural landscaping, photovoltaics, and commissioning of buildings to improve higher education energy conservation.
Managing Space and Time and Money.
Demski, Jennifer Campus Technology; v22 n12 , p16,17 ; Aug 2009
Describes how two higher education institutions automated their space management and discovered unused capacity that was put to use for expanded course offerings and as rentals to outside groups.
What Happens When the Right People Are in the Wrong Places?
Adams, Matt Facilities Manager; v25 n4 , p48-50 ; Jul-Aug 2009
Advises on managing facilities staff to have enough people in the right jobs, particularly in situations where the number of staff in a particular area is too high or too low. Short-term solutions such as hiring contractors to supplement understaffed areas, developing a five-year template for anticipated work needs and employee turnover, and navigating the sensitive areas of work rules and staff morale are addressed.
Improving Affordability of Higher Education through Buying Consortia.
Isaak, Larry; Trembath, Robert; Sebesta, James Facilities Manager; v25 n2 , p56-61 ; Mar 2009
Discusses the advantages of buying consortia for higher education institutions, using the successful Midwestern Higher Education Compact (MHEC) as an example. This consortium has realized savings in a variety of areas, and has now undertaken a program to seek savings in energy purchasing and healthcare benefits for employees. The projects objectives and activities are discussed.
The Price of Paralysis.
Thweatt, Steven Facilities Manager; v25 n1 , p43-47,52 ; Jan-Feb 2009
Addresses the consequences of "decision paralysis" in campus facilities management organizations. Small repairs turn into large ones, systems fail more frequently, the budget is strained, and morale declines both within the department and campus-wide.
Integrity-Based Budgeting.
Kaleba, Frank Facilities Manager; v24 n6 , p20-24 ; Nov-Dec 2008
Discusses issues critical to the evolution of facilities data integrity, being the compatibility, coordination, and timeliness of data from institutions with multiple buildings.
Effective and Innovative Practices Award Winners: Creativity and Practicality.
Facilities Manager; v24 n5 , p36-49 ; Sep-Oct 2008
Profiles five higher education facilities programs that won the Association of Higher Education Facilities Officers' award for 2008. The awards recognize new and revamped programs and processes that enhance service delivery, lower costs, increase productivity, improve customer service, generate revenue, or otherwise benefit the educational institution.
Sights Unseen.
Brandon, Robert; Spruch, Arthur American School and University; v80 n13 , p171-174 ; Aug 2008
Addresses design features that remove unattractive campus materials management functions from plain sight. Underground tunnels and creative landscaping are covered, as are thoughtful campus circulation plans that minimize vehicle use and staff costs.
Maintaining New Facilities.
Adams, Matt Facilities Manager; v24 n4 , p48,50,51 ; Jul-Aug 2008
Discusses the particular problems of maintaining new campus buildings, with their more sophisticated systems, and the perception that since they are new, they require less maintenance. "Extended commissioning" of new facilities is discussed, which includes correcting improper installation and reconfiguring systems, as well as extensive staff training. A better standard of care for new buildings which appear to be functioning well is advocated in order to prevent accelerated aging.
Converge and Conquer.
Korzeniowski, Paul Campus Technology; v21 n11 , p44-46,48,50 ; Jul 2008
Discusses the current state of automated facilities control, citing a variety of software and hardware applications and illustrated with examples of strategies from five higher education institutions.
Snow and Ice Removal: No Offseason.
Matt, Chris Maintenance Solutions; v16 n7 , p36,37 ; Jul 2008
Discusses how some campuses have moved from informal programs for snow removal, to organized and prioritized plans that list all campus assets and the person and equipment responsible for clearing that area. Reduction in the use of rock salt helps meet environmental goals and reduces infrastructure and landscape damage. Standardization and off-season maintenance of the equipment improves the effectiveness of the plan.
Convergence: Yea or Nay?
Villano, Matt Campus Technology; v21 n11 , ps4-s8 ; Jul 2008
Discusses merging of campus physical and IT security, citing examples of hardware and software applications from higher education institutions that have merged these functions, as well as from those who have chosen to keep them separate.
From Risk-Takers to the Model of Success.
Franko, Donna; Klingel, Jay; Wooding, Betty Facilities Manager; v24 n3 , p22 27 ; May-Jun 2008
Provides an overview of the University of Virginia's facilities apprenticeship program as it celebrates its 25th anniversary. The history, components, and challenges that are inherent with administering the program are discussed. The article concludes by summarizing the benefits of the program and how it serves as a model for other institutions.
On the Right Track.
Ezarik, Melissa University Business; v11 n2 , p34,35 ; Feb 2008
Reviews the use of a facilities condition index to properly guide attention to the campus building conditions, illustrated with case studies from Florida State University and the University of Rochester.
Glidepath to Compliance: Managing the Regulatory Risk/Return Trajectory in Educational Facility Enterprises.
Anthony, Michael; Aaron, Richard Facilities Manager; v24 n1 , p20-22 ; Jan-Feb 2008
Offers code compliance recommendations for how best to maintain non-conforming higher education facilities. Steps for identifying and addressing risks that can be remediated are included.
Taking a Fresh Look at Facilities Data: Lessons Learned.
Coburn, Kari New Directions for Institutional Research; v2007 n135 , p107-111 ; Oct 2007
Highlights themes that will assist institutional research professionals and other higher education leadersinterested in expanding use of facilities data in planning and decision making: (1) What you don't know can hurt you; (2) Operational systems are not designed to support ad hoc studies; (3) Talk data first, technology second; (4) Sharing your data makes it better; and (5) It takes skill and time to teach old dogs new tricks.
The Logistical Tracking System (LTS) Five Years Later: What Has Been Accomplished?
Valcik, Nicholas New Directions for Institutional Research; v2007 n135 , p37-45 ; Oct 2007
Discusses development of the Logistical Tracking System (LTS)1 and evaluates the changes in processes and procedures at the University of Texas-Dallas (UT-Dallas) that were due to implementation of a new type of technology. The article elaborates on the positive and negative aspects of designing and constructing a software application in house, illustrates the changes in organizational procedures and policies that must occur to implement a new application., and how use of LTS allowed a variety of calculations for projection of space to occur at the university. The role of the Office of Strategic Planning and Analysis (OSPA) in construction and implementation of LTS is also reviewed and evaluated. (Includes four references.)
Indirect Costs and Other Uses of Facilities Data at Institutions.
Watt, Catherine; Higerd, Thomas New Directions for Institutional Research; v2007 n135 , p47-61 ; Oct 2007
Examines possible uses for facilities data as they relate to three academic issues: classroom management, personnel management, and research activity. Some academic medical centers and research universities are using space information to analyze research productivity in laboratories. Other research universities have used space data to learn where the offices and labs of retiring faculty are housed so that they can plan assignment of available space to new faculty members. Institutions of all sizes are using space databases to better describe the growing variety of classroom types, such as distance education, high-tech eraser boards, audio-video transmission, special equipment for simulation modeling, and large tables and floor space for cooperative learning activities.
Increase Square Footage While Driving Energy and Labor Costs Down Through Wireless Technology.
Grindall, Will Campus Facility Maintenance; v4 n2 , p32,33 ; Summer 2007
Describes wireless and web-based monitoring of campus infrastructure systems, with particular attention to monitoring of steam traps.
The Hidden Costs of Campus Recycling.
Brooks, Robert Facilities Manager; v23 n3 , p46,48,49 ; May-Jun 2007
Describes the impact of recycling on custodial services, including separation of materials and proper handling according to federal, state, and local guidelines. The contracting out of services for a period is suggested as a way to assess costs. An overview of the recycling program at the University of Missouri-Columbia is included.
Mission-Centered Asset Management.
Singh, Harry; Kinnaman, Maggie Facilities Manager; v23 n3 , p38-41,43-45 ; May-Jun 2007
Details a system of addressing educational facility management issues by aligning them with the institution's mission and prioritizing them by their impact on the mission, if deferred. Criteria levels are suggested, an example spreadsheet is provided, and six references are included.
Facilities Directors Speak Out.
Ezarik, Melissa University Business; v10 n4 , p58-62 ; Apr 2007
Presents the opinions of four higher education facilities directors regarding the role of facilities in competing for students, security, preparing future leaders, customer service, outsourcing, total cost of ownership, and facilities reinvestment.
Contract Operations and Environmental Stewardship.
McKeown, Douglas College Planning and Management; v10 n4 , pG16,G18,G20 ; Apr 2007
Describes services typically outsourced to contract operations because environmental laws and stewardship are involved. A brief history of contract operations is followed by descriptions of benefits to the institution in the areas of labor, laboratory work, maintenance, health, safety, chemicals, energy, and specialized expertise.
A Common Vocabulary for Asset Investment Strategy.
Christensen, Douglas; Rose, Rodney; Ruprecht, Terry Facilities Manager; v23 n2 , p26-30 ; Mar-Apr 2007
Details a vocabulary to organize building costs under categories of one-time and continuing costs.
Facility Asset Management Doctrine.
Dempsey, James Facilities Manager; v23 n2 , p32,33,35-37 ; Mar 2007
Proposes a facilities management plan that is aligned with the institution's missions. The author describes a mission dependency index (MDI) by determining the intra-dependency of institutional units, and assessing the facilites program against that index.
Buildings: The Gifts That Keep on Taking.
Rose, Rodney Facilities Manager; v23 n2 , p18-23 ; Mar-Apr 2007
Reflects on the value of higher education buildings as investments. The variety of integrated decisions determining need and priority are displayed as a pyramid, and a methdology for for determining priorities proposed. Six major recommendations for an asset investment strategy are proposed.
Lost in Space.
Sturgeon, Julie University Business; v10 n3 , p58-62 ; Mar 2007
Discusses classroom space management techniques that maximize existing facilities. Identifying and scheduling underutilized space, subdividing large rooms, relocating administrative functions, and facility management software are covered.
Sunshine Dollars.
Sturgeon, Julie College Planning and Management; v10 n3 , p18-20 ; Mar 2007
Describes ways that higher education institutions keep their facilities busy with construction and summer educational programs. The particular demands of Summer construction and rapid turnover in housing with Summer guests are discussed.
Location-Aware Services: Where on Earth?
O'Hanlon, Charlene Campus Technology; v20 n6 , p32-34,36,38,39,44 ; Feb 2007
Discusses the benefits of location-aware services to campuses, including tracking shuttle busses, security alerts, and monitoring a student's location when crossing campus at night. Examples of such systems in place at MIT and Montclair State University describe their advantages, as well as necessary privacy safeguards.
The Changing Campus Landscape.
Suttell, Robin Buildings; v101 n2 , p62-64 ; Feb 2007
Highlights recent developments in higher education facility management, beginning with the considerable influence that facilities now play in attracting students. Trends in residence hall amenities, dining halls, and technology integration are also described.
The Importance of Purchasing.
Wiens, Janet College Planning and Management; v10 n2 , p52,54,55 ; Feb 2007
Reviews trends and challenges in purchasing, including increased responsibility and accountability, technological advancements, regulations, and streamlined purchasing/accounting departments.
Making a Buck.
Sturgeon, Julie College Planning and Management; v10 n1 , p23,24 ; Jan 2007
Reviews ways in which higher education is renting out facilities and "insourcing" activities, returning the profits to support the institution s initiatives.
101 Smart Revenue Generators.
University Business; v9 n12 , p47-56 ; Dec 2006
Describes a variety of revenue opportunities for higher education, including creative acquisition and management of real estate, commercial uses for campus facilities, partnerships with professional athletic teams, and energy saving concepts.
Fire and Ice.
College Planning and Management; v9 n11 , pS16,S17 ; Nov 2006
Reviews typical causes of residence hall fires and suggests steps to reduce them, as well as offering a checklist to use in preparation for snow and ice removal season.
Megatrends and Myths: Facilities Management Practices in Higher Education.
Deaigneau, William Facilities Manager; v22 n6 , p22,23,25,26 ; Nov-Dec 2006
Describes five "megatrends" in higher education that affect facilities, as well as debunking five commonly adhered-to "myths." The author admits that predicting these circumstances is very much like predicting the weather, with about a 50 percent chance of accuracy.
Designing for Stewardship: Aligning Project Decisions with the Total Cost of Ownership.
Guckert, Donald; King, Jeri Facilities Manager; v22 n6 , p28-31 ; Nov-Dec 2006
Advocates a "stewardship" approach for building project managers, where consideration of the total cost of ownership that the building will have on the institution. This accountability should include competing institutional perspectives, defensible building standards, and collaborative compilation of knowledge to align decisions to facilities stewardship and the institution's mission.
Two for One.
Ammon, Tim; Little, Scott American School and University; v79 n1 , p44,47,48 ; Sep 2006
Advises facilities managers in situation where school facilities and transportation functions are being consolidated. The duties of managing such an arrangement are detailed, divided into those for facilities and those for transportation. An integrated information management systems for facilities maintenance, bus routing, fleet maintenance, and materials management is recommended.
Lessons in Landlording.
Ezarik, Melissa University Business; v9 n9 , p68-72 ; Sep 2006
Advises higher education institutions on the management of commercial or residential properties that they acquire for income, neighborhood revitalization, or future growth. Typically located close to the campus, these properties require compatible tenants and maintenance on a different schedule from most higher education buildings. Help from a property management firm is also recommended.
Workin' for a Living.
Sturgeon, Julie College Planning and Management; v9 n8 , p38-41 ; Aug 2006
Describes student employment in campus operations, including typical thresholds of hours per week, effect on academic performance, scheduling, training issues, and personnel policies.
Getting Started with the Facilities Management Evaluation Program.
Hug, Jack Facilities Manager; v22 n4 , p44-48,50 ; Jul-Aug 2006
Advises on the process and benefits of APPA's Facilities Management Evaluation Program, a self-assessment process that assesses seven major categories and 57 subsections of an institutions facilities operations. The elements of the evaluation assess elements such as the organizational profile, main products and services, employee profile, organizational culture, institutional position, and a variety of other structural and relational attributes. Includes two references.
Garnering Support.
Kincaid, Douglas; Dillinger, Eric; Clayton, Michael American School and University; v78 n12 , p36,39-41 ; Jul 2006
Reviews traditional methods that facility managers use to determine annual maintenance and operations budgets, and recommends a more accurate system of modeling costs and the effect of maintenance and operations on facility performance. Components of modeling are defined, and a multi-step approach that can be compiled and perpetuated over several budget cycles is detailed.
Personnel Data and Costs Reported from the 2004-05 Facilities Core Data Survey.
Long, Laura Facilities Manager; v22 n4 , p56-58 ; Jul-Aug 2006
Reports a few highlights from this survey indicating salary increases and decreases for higher education facilities professionals, changes in staffing structure, and changes in percentages of positions under collective bargaining agreements.
The Outs (and Ins) of Facility Management.
Sturgeon, Julie University Business; v9 n7 , p84-88 ; Jul 2006
Discusses outsourcing of higher education facility management services. Good and bad experiences from various institutions are described, with the main advantage typically seen as the institution's ability to focus on the core mission of education, and the main disadvantage being incompatibility between institution and contractor culture. Savings are often, but not always, realized in outsourced arrangements, but sometimes a vastly improved service is seen as worth the extra expense. Advice on a transition to outsourced services is included.
How to Answer When the Media Calls.
Jampole, Marc College Planning and Management; v9 n4 , p19,20 ; Apr 2006
Advises on how to respond to the media, detailing components of a "wall and gate" approach where the media and the institution are separated by a "wall," and an official spokesperson is the only "gate."
"In-source" Contracted Services.
Adams, Matt Facilities Manager; v22 n2 , p62,63 ; Mar 2006
Explains areas of cost accounting, enterprise scalability, and work-loading where for-profit external contractors typically have an advantage in providing facility services, and suggests ways that institutions can emulate these advantages when managing services in-house.
Imagine If You Will.
Cooper, Jeff Facilities Manager; v22 n2 , p12-14 ; Mar 2006
Discusses developments in elevator codes, their impact on facilities management, and issues involved in moving from one code to a more stringent one.
Making a Move.
Papuga, Bob College Planning and Management; v9 n2 , p59,60,62,63 ; Feb 2006
Discusses five items to consider when selecting a moving company: 1) Use a certified or approved vendor. 2) Look for expertise with higher education commodities. 3) Look for storage capability near campus. 4) Look for a national network. 5) Look for financial stability, appropriate size, and service infrastructure.
With Campus Aesthetics, Perception is Reality.
Couples, Dean Campus Facility Maintenance; v3 n4 , p28 ; Winter 2006
Briefly discusses economic and educational benefits of campus recylcling programs.
Get Control of Snow and Ice Removal.
DiPaolo, Richard Campus Facility Maintenance; v3 n4 , p26,27 ; Winter 2006
Discusses the effectiveness and environmental impact of various ice melting compounds, as well as heated mats that leave no chemicals in the soil.
Taking Back Control...Using Programmable Logic Controllers (PLCs).
Hafar, Linda; Leon, Daniel Facilities Manager; v22 n1 , p51-54 ; Jan-Feb 2006
Describes the background behind Sacramento State University's decision to switch to programmable logic controller (PLC) for its building systems, and the challenges encountered making the new and old systems compatible, reconciling the costs, and obtaining the resources and training for the conversion, and timing the changes.
Maintenance Contracts for 11th Graders.
Adams, Matt Facilities Manager; v21 n6 , p52,53 ; Nov-Dec 2005
Advises on appropriate outsourcing of maintenance tasks that cannot be accomplished with existing staff, particularly when the budget will not accommodate the addition of any new employees.
Guidelines for Managing Regulatory Requirements.
Bowers, John Facilities Manager; v21 n6 , p12,13 ; Nov-Dec 2005
Suggests techniques for accommodation of government requirements, rules, and guidelines in the built environment and provides a list of those that typically affect schools.
Preventing Ice Dams on Roofs.
Burnett, Alan Facilities Manager; v21 n6 , p48-51 ; Nov-Dec 2005
Describes ice dams, how they form, and how they damage buildings. Techniques for preventing them through insulation, ventilation, material selection, roof heating, and preventive maintenance are included, as is advice on observing, investigating, and testing for potential ice dam conditions.
Facility Managers Benefit from the Web.
Wiens, Janet College Planning and Management; v8 n11 , p16,17 ; Nov 2005
Reviews basic features of computerized maintenance management systems, capital planning and asset management systems, and roofing asset management software. These products are increasingly web-based, which eases software management and data sharing.
2005 Effective & Innovative Practices Award.
Facilities Manager; v21 n5 , p48-52,54-56,58-61 ; Sep-Oct 2005
Describes five higher education facilities programs that won the Association of Higher Education Facilities Officers' award for 2004. The awards recognize new and revamped programs and processes that enhance service delivery, lower costs, increase productivity, improve customer service, generate revenue, or otherwise quantifiably benefit the educational institution.
Why Conduct a Facilities Management Evaluation Program?
Judd, R. Holly Facilities Manager; v21 n4 , p44-48 ; Jul-Aug 2005
Describes AAPA's Facilities Management Evaluation Program, three institutions' rationales for undertaking one, and their feelings about the results.
Internal Partnership: A Recipe for Survival.
Norman, Nathan; McClinton, Tanisha Facilities Manager; v21 n4 , p54,55 ; Jul-Aug 2005
Discusses the partnership between University of Michigan's Plant Building Services and the schools' University Stores that improved facilities services while shoring up the latter's viability as a cost- and time-effective distributor of supplies.
The Public Benefits of Privatization.
Sturgeon, Julie College Planning and Management; v8 n7 , p38,40,41 ; Jul 2005
Describes cost-saving benefits of outsourcing campus services, as well as ways to retain current staff in these services when outsourcing.
Doing More with Less: Using Real Estate Assets to Fulfill the Institution's Mission.
Wampler, Allan; Smith, Mark College Planning and Management; v8 n4 , p16,18,20 ; Apr 2005
Describes a business approach to management of a higher education institution's real estate holdings, with quantified goals for return that accommodate sale, leasing, and joint ventures.
Focusing on Performance Factors.
Barnett, James
Discusses use of performance factor indicators by facility managers, identifying four tasks for the process: 1)Identify the right information for collection. 2)Implement the collection process and analyze the data. 3)Continually review the performance indicator for validity. 4)Evaluate the results.
Maintenance for Sale!
Adams, Matt Facilities Manager; v20 n6 , p38-39 ; Nov-Dec 2004
Proposes an "entrepreneurial" approach for central plan facility management that considers foremost the often disparate needs of the various campus "clients" and aims to deliver value just as a private firm would.
Confronting Budget Cuts: Making Your Budget Work for You.
Norman, Nathan; Dugdale, Lisa Facilities Manager; v20 n6 , p27-29 ; Nov-Dec 2004
Describes the University of Michigan Plant Building Services' approach to coping with budget cuts, which avoided layoffs by using financial analysis to uncover inefficiencies in service delivery and personnel management, by investing in labor-saving technology and training, and by organizing the staff into teams.
To Maintain or Not to Maintain: A Common Sense Approach to Facilities Management.
Wagoner, Gregory Facilities Manager; v20 n6 , p22-25 ; Nov-Dec 2004
Describes the University of Southern Indiana's approach to residence hall maintenance, which includes training residents and resident assistants to execute many of the smaller tasks.
2004 Effective & Innovative Practices Award Winners Show Imagination and Practical Solutions.
Facilities Manager; v20 n5 , p48-57,59-61 ; Sep-Oct 2004
Describes five higher education facilities programs that won the Association of Higher Education Facilities Officers' award for 2004. The awards recognize new and revamped programs and processes that enhance service delivery, lower costs, increase productivity, improve customer service, generate revenue, or otherwise quantifiably benefit the educational institution.
Use It Or Lose It.
Rydeen, James; Erickson, Paul; Hanauer, Pat American School and University; v76 n13 , p160-163 ; Aug 2004
Advises on how to analyze class scheduling, curriculum changes, teaching methods, and enrollment to maximize classroom use. Facts to be considered and formulas for calculating usage are included.
Getting Involved in the Code Process.
Baker, Brooks H. Facilities Manager; v20 n4 , p31-33 ; Jul-Aug 2004
Using examples from recent National Fire Protection Association actions, the author explains how facilities professionals should be involved in code writing, and how their lack of involvement can contribute to the adoption of onerous standards.
The Charge of the Rate Brigade: A Rate Template for In-House Construction Labor.
Guckert, Donald J. Facilities Manager; v20 n4 , p52,53,55-57 ; Jul-Aug 2004
Proposes techniques for facilities managers to set recharge rates for in-house construction, thus avoiding the appropriation of facilities management funding for capital improvements.
Capital Costs: A Conceptual Framework for Colleges and Universities.
Cash, Samuel Planning for Higher Education; v32 n4 , p14-22 ; Jun 2004
Advocates for and explains the application of a for-profit institution's definition of capital to the not-for-profit higher education institution in order to determine the real cost of higher education. The accounting similarities and differences between non-profits and for-profits are discussed. Difficulties that arise on account of these differences can be reconciled in part by comparing the ever-increasing ways non-profits emulate for-profits.(Includes 39 references.)
Maintaining Employee Health and Regulatory Compliance in Lean Times.
Ahoy, Christopher K; Ballard, David Facilities Manager; v20 n3 , p23-28 ; May-Jun 2004
Describes a variety of behavior modification, tracking, training, and hazard reduction practices that can reduce workplace injury for facilities personnel.
The Penn Factor.
Leisner, Hava School Construction News; v7 n5 , p19-21 ; May-Jun 2004
Presents an interview with Mark Wilson, AIA, managing director of design and construction management at the University of Pennsylvania. He discusses his preferred project delivery methods, the condition of the school's facilities, a $500 million capital improvement plan, and efforts at LEED certification.
Quality Measurement in a Facilities Environment.
Robben, Richard W. Facilities Manager; v20 n3 , p46-50 ; May-Jun 2004
Outlines a process for quality management in facility departments by obtaining customer input, collecting accurate maintenance data, setting standards, and training the workforce. Suggestions for determining what to track and how are offered, along with ideas for reporting and accountability to the users.
What is Current Replacement Value and Why Should You Care?
Weidner, Theodore J. Facilities Manager; v20 n3 , p35-39 ; May-Jun 2004
Presents a rationale supporting consistent definitions and methods for determining appropriate current replacement value. Standard real estate valuation techniques, national data sources, common errors, and practical techniques are covered.(Includes 15 references.)
MSU: Where Efficiency Works.
Madsen, Jana J. Building; v98 n4 , p28-33 ; Apr 2004
Describes the work of the Michigan State University Physical Plant Division, which has maintained high standards in an era of budget cuts by undertaking preventive maintenance, purchasing labor-saving technology, and training staff well.
Secure, Reliable, Utilities: More than Meets the Eye.
Litton, Tony R. Facilities Manager; v20 n1 , p35-37 ; Jan-Feb 2004
Describes increasing hazards that can upset the balance within the energy supply system and thus the facility manager's ability to provide utility services. An energy resources management plan that includes fuel flexibility, sustainable design and construction, and alternative energy sources is recommended.
An Alternative View of Depreciation and Recapitalization Costs.
Lufkin, Peter Facilities Manager; v20 n1 , p63-64 ; Jan-Feb 2004
Argues for a geometric model for calculating facility depreciation, based on quantifiable economic data, rather than the objective estimates typically used.
Class Laboratories: Space Use and Utilization.
Fink, Ira Facilities Manager; v19 n6 , p17-20,22-27 ; Nov-Dec 2003
Describes ways that laboratory space in higher education is assigned to departments and utilized. Various systems of distributed versus centralized "ownership" and scheduling are detailed, along with situations that create wasted or unused space. Remedies for inventory, furnishing, use analysis and scheduling are suggested. (Contains four references.)
Setting the PASE for Meeting Facility Needs.
Hess, George A. Facilities Manager; v19 n6 , p39-41 ; Nov-Dec 2003
The author describes the sequencing and methodology of his approach to facilities management, which he labels PASE, for Planning, Assessing, Selecting and Evaluating. In the planning phase, the use of the facility will be analyzed. In the assessment phase, the current condition of the space is considered. In the selection phase, projects are prioritized according to funding and "cost-to-benefit" data. In the evaluation phase, the effectiveness of the work in the three previous phases is measured.
Purchasing Power.
Schneider, Jay W. School Construction News; v6 n8 , p14-16 ; Nov-Dec 2003
Presents an interview with the coordinator of physical plant stores at the University of South Florida, Tampa. The interviewee worked with the univerisity's IT staff to build an effective database for tracking transactions from the physical plant store. Also discussed is the impact on the store of a campus retrofit for for energy efficiency, budgeting and the acquiring of new products.
2003 Effective and Innovative Practices: Award Recipients Show Innovation and Progress.
Griffen, Michael; Suter, William; Hascall, Robert; Kukawa, Michael; Nash, Leonard Facilities Manager; v19 n5 , p42-50 ; Sep-Oct 2003
Describes five institutional programs that won the APPA's award for 2003, which recognizes programs and processes that enhance service delivery, lower costs, increase productivity, improve customer service, generate revenue, or otherwise quantifiably benefit the educational institution.
Facility Asset Management: Surviving Budget Cuts.
Adams, Matt Facilities Manager; v19 n4 , p64,67 ; Jul-Aug 2003
Discusses means for coping with budget cuts in the facilities department, with emphasis on separating the accounting for "core" and "project" work.
Physical Asset Management: Past, Present and Future.
Campbell, Jeffery L. Facilities Manager; v19 n4 , p51-54 ; Jul-Aug 2003
Outlines a "total asset management" plan of managing facilities, organizing facilities management around concepts of planning, prevention, life-cycle costing, standardization, proactivity and communication.
Fixing Maintenance Productivity.
Fickes, Michael College Planning and Management; V6 n7 , p20-21 ; Jul 2003
Describes how one university's facility managers use Nextel communications technology in conjunction with a Famis Software maintenance management system to improve the productivity of its maintenance technicians. The system uses a wireless Internet connection to automate the flow of work order information to and from technicians. The key to these improvements is a ruggedized cell phone with paging, two-way radio, and wireless Internet communications capabilities.
Machines that Manage.
Kennedy, Mike American School and University; v75 n9 , p47-48 ; May 2003
Describes how facilities-management systems use technology to help schools and universities operate their buildings more efficiently, reduce energy consumption, manage inventory more accurately, keep track of supplies and maintenance schedules, and save money.
In & Out Privileges.
Schneider, Jay W. School Construction News; v6 n4 , p27-29 ; May-Jun 2003
Presents an interview with Keith Reid, vice president of education services at a facility services outsourcing firm, about the conditions of today's college campuses, how schools are handling facility services, and the future of the industry.
‘Green’ Expectations.
Snyder, Loren Maintenance Solutions ; Apr 2003
As more organizations mandate earth-friendly specification, managers are
rethinking and updating traditional approaches to specifying and using products ranging from sustainable building components and environmentally safe cleaning agents to green purchases and recycled paper. This discusses changes being made at several universities in New York state.
Kathleen O'Brien.
LeFevre, Camille Facilities Manager; v29 n2 , p17,49-53 ; Mar-Apr 2003
Presents an interview with Kathleen O'Brien, vice president of university services at the University of Minnesota. Discusses her goals for making the school an institutional benchmark for architecture and facilities management.
Effective and Innovative Practices for Stronger Facilities Management.
Banick, Sarah Facilities Manager; v18 n6 , p40-43 ; Nov-Dec 2002
Describes the five winners of the APPA's Effective & Innovative Practices Award. These facilities management programs and processes were recognized for enhancing service delivery, lowering costs, increasing productivity, improving customer service, generating revenue, or otherwise benefiting the educational institution.
The IT Vision in FM.
NeSmith, Jerry Facilities Manager; v18 n6 , p21-24 ; Nov-Dec 2002
Provides a forward-looking vision, including goals, objectives, and principles, of information technology (IT) use within facilities management (FM). This vision includes the evolution of the FM/IT organization from an operational role to a strategic role--from an FM divisional role to an enterprise role.
Meet the Vice President for Happiness.
Gratto, Frederic Facilities Manager; v18 n3 , p37-44 ; May-Jun 2002
Discusses nine principles that have worked well at the University of Florida physical plant to recruit and retain high-quality employees: create a supportive environment, "rock and roll up" your sleeves, help people smile on the inside, be enthusiastic, develop and train everybody, keep learning, listen carefully, enhance performance with feedback and coaching.
The Heat Is On
Pascopella, Angela University Business; Apr 2002
After years of competing for high-quality students by pouring dollars into academic programs and quality faculty, colleges and universities are now faced with crumbling facilities, antiquated heating and cooling systems, hazardous air issues, inefficient lighting, even significantly outdated campus dormitories and learning facilities. This discusses innovations in retrofit, updating heating systems, cost-saving energy measures, creative financing, and maintenance/repair initiatives. Includes a vendor and consultant directory.
People before Buildings.
Harrod, John P., Jr.; Bieck, Sarah Facilities Manager; v18 n2 , p19-21 ; Mar-Apr 2002
Explores what effective facility professionals can do to foster satisfied employees and a progressive work environment. Discusses needs, motivators, and generational differences as they relate to employee satisfaction.
Maintenance Business Plans.
Adams, Matt Facilities Manager; v18 n1 , p28-29 ; Jan-Feb 2002
Discusses maintenance business plans, statements which provide accountability for facilities maintenance organizations' considerable budgets. Discusses the plan's components: statement of plan objectives, macro and detailed description of the facility assets, maintenance function descriptions, description of key performance indicators, milestone implementation schedule, and summarized cost/benefit table.
"I Don't Receive Complaints Today."
Gossett, Elaine Facilities Manager; v17 n6 , p41-44 ; Nov-Dec 2001
Describes how Emory University in Atlanta, Georgia, successfully reversed a 15-year contract management arrangement for custodial services and built its own in-house management team. The article describes and presents results of the university's task-development workshop.
A Continuous Improvement Capital Funding Model.
Adams, Matt Facilities Manager; v17 n5 , p59-60 ; Sep-Oct 2001
Describes a capital funding model that helps assess facility renewal needs in a way that minimizes resources while maximizing results. The article explains the sub-components of a continuous improvement capital funding model, including budgeting processes for finish renewal, building performance renewal, and critical outcome.
One Size Fits All: The "Continuing Success" Cycle.
Buenting, Jeff Facilities Manager; v17 n5 , p35-38 ; Sep-Oct 2001
Describes a decision-making process that guarantees continuing success for college facility management in discovering effective solutions that are process-focused, data-driven, and results-oriented.
Smooth Sailing with Contract Services.
Fickes, Michael College Planning and Management; v4 n8 , p16-19 ; Aug 2001
Discusses how to make the contract services relationship work smoothly for educational facilities. Covers topics of food, child care, and transportation services, along with a brief explanation of the benefits of outsourcing on-campus amenities.
The Facilities Condition Index: A Useful Tool for Capital Asset Planning.
Briselden, Don J.; Cain, David A. Facilities Manager; v17 n4 , p33-37 ; Jul-Aug 2001
Describes the development and history of the Facilities Condition Index (FCI) and its use in rating a facility's condition and measuring the amount of deferred maintenance needed. Also discusses the FCI's position within the Strategic Assessment Model and its usefulness to facilities managers.
There's Strength in Numbers: The Facility Asset Management Process.
Adams, Matt Facilities Manager; v17 n3 , p45-46 ; May-Jun 2001
Discusses the use of a holistic facility asset management process for educational facilities, including its use for capital renewal projects and recording capital funding results.
GASB 35: The New Financial Reporting Requirements for Public College and Universities.
Qayoumi, Mohammad H. Facilities Manager; v17 n2 , p43-46 ; Mar-Apr 2001
Presents the basic financial reporting elements of the Governmental Accounting Standards Board (GASB-35) for public colleges and universities, including statements of net assets and cash flow reporting. The GASB-35's impact on facilities managers is discussed.
A Facilities Manager's Guide to Green Building Design.
Simpson, Walter Facilities Manager; v17 n2 , p17-24 ; Mar-Apr 2001
Explains how the "green building" approach to educational facilities design creates healthy, naturally lit, attractive buildings with lower operating and life cycle costs. Defines green design, discusses respecting and restoring the site, using clean renewable energy, passive heating and cooling, solar electricity, HVAC considerations, environmentally friendly building materials, healthy indoor air quality, and building commissioning. Includes tips on getting started in green design.
Top Tips for Buying Telecommunication Services.
Linder, Jeff Facilities Manager; v17 n1 , p38-40 ; Jan-Feb 2001
Examines top regulatory issues and other unique issues resulting from this regulatory overlay when negotiating for corporate telecom services. Issues cover such topics as tariffs, rate negotiation, exclusivity provisions, revenue commitments, mid-term negotiations, service-level agreements, and dispute resolution.
Maintenance Deferred.
Kennedy, Mike American School and University; v73 n4 , p34b,34d,34f ; Dec 2000
Discusses how colleges and universities are scrambling to catch up on deferred maintenance before the backlog becomes overwhelming. The problems, and some solutions, for acquiring repair funding and collecting needs data are addressed.
New Trends in Facility Asset Management.
Adams, Matt Facilities Manager; v16 n3 , p66-67 ; Jul-Aug 2000
Explains new, positive trends in facility asset management that encompasses greater acceptance and involvement of facility managers in the financial planning process, greater awareness of the need for maintenance, and facility administrators taking a greater role with business officers. The new climate for alternative renewal financing proposals is also addressed.
Assessment of Facilities Management Performance in Higher Education Properties
Amaratunga D.; Baldry D. Facilities; v18 n7 , p293-301(9) ; Jul 2000
In the general facilities management literature, it is assumed that there is a causal link between facilities management practices and performance. The role of facilities management in facilitating organisational performance, and thereby in providing competitive advantage, is widely acknowledged. However, the mechanisms of how this happens in higher educational establishments are quite unclear, prompting performance evaluation researchers to question whether performance evaluation in fact does add value, and enhance organisational performance. Assessment of performance of buildings of institutions delivering higher educational services has become a matter of particular interest to governments seeking to increase the effectiveness of educational provision and maximise value for money. This paper presents initial findings of the characteristics of important aspects of a performance evaluation approach related to higher education properties, and discusses the development of a framework based on the balanced scorecard to measure performance relating to higher education establishments. [Authors' abstract]
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It Takes a Revolution: A Case Study of Facilities Service Improvements at UCSB.
Gonzales, David Facilities Manager; v16 n3 , p29-32 ; Jul-Aug 2000
Presents a case study on the successful revamping of the University of California Santa Barbara's Physical Facilities Maintenance and Operations Department. Each revamping step is discussed including issues involving morale and productivity, customer relations, outsourcing custodial services, teamwork, and the development of campus zone offices to increase maintenance and operations efficiency.
EPA Arrives on Campus
Koszlowski, David Maintenance Solutions Online; Jul 2000
A push was begun in 1999 by regional offices of the U.S. Environmental
Protection Agency (EPA) to bring schools up to date on environmental
regulations and compliance.
The effort highlights the importance of regulatory compliance and the challenge
of doing so by colleges, universities and school districts.
Deferred Maintenance Strategies You Must Try.
Sturgeon, Julie College Planning and Management; v3 n7 , p21-22,24,26,27 ; Jul 2000
Discusses how some college administrators have found "over-the- counter" cures for deferred maintenance problems resulting from budgeting shortfalls. Catch-up approaches discussed include those involving planning, prioritizing, partnering, and gift giving.
Creating a Learning Organization Environment for the Facilities Professional.
Cain, David A. Facilities Manager; v16 n2 , p20-25 ; Mar-Apr 2000
Examines educational facility management within the context of a learning organization to help facilities meet twenty-first century challenges and the advance of technology. A learning organization is defined along with its characteristics and core concepts. Also discussed are the leadership role and measures for developing a learning organization.
Health Education and Safety for High Quality Performance.
Bulo, Apollos Facilities Manager; v16 n1 , p28,30,32-33 ; Jan-Feb 2000
Discusses the methodologies successfully used at the University of Michigan Plant Building Services for the maintenance of the safety and health of almost 400 management and custodial staff, and which may be extended to cover all the more than 1,500 workers throughout the university's Plant Operations Department. The establishing of departmental health management programs is discussed.
Getting Started on Your Environmental and Safety Programs.
Manicone, Santo Facilities Manager; v16 n1 , p17-18 ; Jan-Feb 2000
Examines safety and environmental compliance issues surrounding higher education facilities management. Using performance standards is argued to be the best approach to staying in compliance, and advice is given on how to effectively use this approach.
Take It or Leave It.
Agron, Joe American School and University; v72 n1 , p28-30,32,34 ; Sep 1999
Discusses survey results that show a school districts aversion to privatize non-educational services. Top reasons why some school districts and colleges turn to, or resist, privatization are provided. Also revealed are the administrators who are most likely to be directly involved in privatization efforts and statistics on how much privatization is occurring in both secondary and postsecondary institutions.
Defining Quality in Your Cleaning Operation.
Sears, James E. Facilities Manager; v14 n4 , p39-40 ; Jul-Aug 1999
Discusses a step-by-step process for building a cleaning services mission statement that can help guarantee the service performance meets an organization's expectations and needs. The importance of communicating what quality level is expected, developing standards and corresponding labor models and work assignments, and validating the process with a quality assurance program are examined.
Making Ends Meet.
Milshtein, Amy College Planning and Management; v2 n6 ; Jun 1999
Discusses how some college maintenance managers are getting the most out of their tight maintenance budgets. Examples of cost-cutting measures include comparative shopping for cleaning chemicals, eliminating duplicate maintenance services for auxilliary units, motivating maintenance staff and employing students, and saving money with equipment purchases and preventive maintenance.
Community Colleges Demand More from Their Buildings.
Adams, Matthew C. Facilities Manager; v14 n5 , p49-51 ; Sep-Oct 1998
Discusses the financial and operational difficulties inherent in community college facilities management. It explains why the primary source of plant operation cost and waste starts with satisfying the scheduling and changing educational needs of its students. Problems in planning and executing major maintenance activities are also addressed.
Benchmarking and Sharing of Best Practices: A Vital K-12 Resource.
Briselden, Don Facilities Manager; v14 n5 , p41-42 ; Sep-Oct 1998
Defines the current core benchmarking and best practices information objective of the Association of Higher Education Facilities Officers for sharing benchmarking and best practices information with K-12 facility managers. A summary is presented on implementation strategies designed to assist K-12 facility managers in utilizing this information.
How NOT To Get Outsourced.
Wellington, Thom Facilities Manager; v14 n4 , p39, 41-44 ; Jul-Aug 1998
Addresses outsourcing of school facilities services and the steps facilities services staff can take to help preserve their jobs. Steps include increasing organizational communication of staff efforts; investigating computer software to better manage service delivery; training and motivating staff in new ideas and practices; and establishing goals in training, operations, customer satisfaction, organizational skills, and personal skills.
Calgary K-12 District Benefits from the Facilities Management Evaluation Program.
Cripps, Steve Facilities Manager; v14 n3 , p27-28,31,33 ; May-Jun 1998
Describes the implementation of a Facilities Management Evaluation Program (FMEP) in one school district. Outlines how the district's maintenance department launched a comprehensive 3-year facility management business plan, the department's decision to use a FMEP, the FMEP process and how it helped the district, and the decision to implement the recommendations.
Keeping the Plan Alive.
Cole, James O.; Cole, Susan D. Facilities Manager; v13 n6 , p9-11 ; Nov-Dec 1997
Reports on ways in
which college and university facilities management departments can keep a strategic plan viable throughout the intended planning time frame.
Focuses on the importance of reexamining plans, staying on track,
measurement and consequences, using other planning modules,
scenario planning, reinventing the market, value migration, and closure.
Risk Management: A Leader's Responsibility.
Rowe, Roger E. Facilities Manager; v13 n6 , p35-36 ; Nov-Dec 1997
Discusses what facilities management leaders can do to ensure the safety of students and employees. Focuses on six specific tasks, such as detecting hazards and assessing the risks, and offers three rules underlying the application of risk management, including do not accept unnecessary risk. Provides an outline of prevention responsibilities.
Breakthrough Ideas
American School & University; v69 n4 , p16-18,20 ; Dec 1996
Describes innovative strategies that schools and universities are using to save money
and reshape operations. Focuses on ideas in energy efficiency and facilities
improvement, direct purchasing, energy management, retrofitting buildings, ceiling
insulation upgrades, automation systems, electric demand programs, facilities
programs, warranty assurance, recycling, and electric heat and air-conditioning
replacement.
Managing the Facilities Portfolio: New Book Addresses Elimination of $60 Billion Problem
Rush, Sean Business Officer; v24 n9 , p26-28 ; Mar 1991
This excerpt from "Managing the Facilities Portfolio: A Practical Approach to Institutional Renewal and Deferred Maintenance" offers higher education business officers a conceptual framework comprising four steps: (1) establish baseline; (2) estimate needs; (3) compare model alternatives; and (4) report to management.
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