Home  |  Job Express  |  Bookstore  |  Facilities Manager  |  Event Registration  |  Join APPA

Contact Us | News | Calendar

Site Map   

  Search
  Match:
any search words
all search words

Login

Home > Knowledge > Tools/Data > Measures & Metrics > Facilities Management Evaluation Program (FMEP)

myAPPA

Membership

Knowledge

Professional Development

Regions/Chapters

About Us

What's New?

Facilities Management Evaluation Program (FMEP)

FMEP: Facilities Management Evaluation Program

The Self-Evaluation Criteria

(Click here for the downloadable FMEP brochure including detailed criteria listing. 574K file size)

1.0 Leadership
The facilities organizations senior leaders should set direction and establish customer focus, clear and visible values, and high expectations in line with Campus mission, vision, and core values.  Leaders inspire the people in the organization and create an environment that stimulates personal growth. They encourage involvement, development and learning, innovation and creativity.

1.1 Leadership roles and responsibilities are clearly defined.

1.2 The leadership system is understood by and communicated among all levels.  The leadership system includes mechanisms for the leaders to conduct self-examination, receive feedback, and make improvements.

1.3 The organization has clearly aligned its mission, vision, and values statements with those of the Campus. Regularly communicates with employees, customers, suppliers, and other stakeholders.

1.4 Facilities management leaders spend time on a regular basis with their customers and front-line staff.

1.5 Performance measures at each level of the organization are clearly defined.

1.6  Senior leaders establish and reinforce an environment where shared values support self-direction, innovation and decentralized decision-making.

1.7  Informed of current trends and practices in the industry.

1.8 A succession plan is in place to ensure continuity of leadership.

2.0 Strategic and Operational Planning
Strategic and operational planning consists of the planning process, the identification of goals and actions necessary to achieve success, and the deployment of those actions to align the work of the organization.  The facilities organization should anticipate many factors in its strategic planning efforts: changing customer expectations, business and partnering opportunities, technological developments, evolving regulatory requirements, and societal expectations, to name but a few.

2.1 A strategic plan exists that includes the goals and objectives of the department.

2.2 The strategic plan was developed with participation from internal and external stakeholders, approved by the administration, and effectively communicated.

2.3 Customer needs and expectations serve as major drivers for setting strategic direction.

2.4 Goals and key performance measures are understood by all and periodically reviewed.

2.5 Performance measures at each level of the organization are used to meet goals.

2.6 A budget is developed with input from staff that reflects historic expenditures, an analysis of needs, effective allocation of available resources to support the organizations goals and objectives, and seeks new and innovative measures to leverage resources.

2.7 Standards have been defined for overall operational performance, built environment, and landscape.

2.8 A campus master plan is in place, current, and utilized for decision making.

2.9 The operational units participate in the development of the construction program and are active participants in the acceptance of completed projects.

2.10 Strategies and processes are in place to ensure continuity of functions in the event of staff turnover or other disruption.

2.11 Emergency response plans are in place, current, and communicated to facilities employees and the campus community as required.

3.0 Customer Focus
Customer focus is a key component of effective facilities management.  Various stakeholders (faculty, students, staff and other administrative departments) must feel their needs are heard, understood, and acted upon.  Various tools must be in place to assure customer communication, assess and assimilate what is said, and implement procedures to act on expressed needs.

3.1 Surveys, tools, and other methods are used to identify customer requirements, expectations, and satisfaction levels.

3.2 The roles, responsibilities, and services provided by the facilities department are well defined, communicated and understood within the department and by all communities served.

3.3 Levels of service are set to exceed customer expectation and are defined in terms that can be understood by the administration, building users and facilities staff.

3.4 The communities served know how to obtain, monitor progress and evaluate the services offered.

3.5 Customer feedback is used to build positive relationships, drive processes and effect improvements.

3.6 Campus users have a clear understanding and positive view of the services provided by the facilities organization.

4.0 Information and Analysis
Information and analysis is used to evaluate performance and drive future performance improvements.  Of interest are the types of tools used (for example, peer comparative data clarified and validated through benchmarking), and how the tools are used to enhance organizational performance.  Various aspects of information include facilities inspections / audits, financial / expenditure reports, utility data, and other relevant measures and indicators.

4.1 A systematic process is in place for identifying and prioritizing performance indicators, comparative information, and benchmarking studies for the most critical areas.

4.2  Benchmarking results, comparisons and performance indicators are tracked and used to drive action within the organization.

4.3 The department ensures that data and information are communicated and accessible to all appropriate users.  The required data and information have all the characteristics users need, such as reliability, accuracy, timeliness, and appropriate levels of security and confidentiality.

4.4 An effective facilities inspection or audit program is in place that provides a regular appraisal of facilities conditions, identifies maintenance and repair needs, and quantifies facilities maintenance resource requirements.

4.5 An expenditure report is available to managers on a regular basis and is used to effectively evaluate and control expenditures in assigned sub-units.

4.6 An effective system of measuring and recording utility data is in place and is used to establish trends, minimize costs, promote energy conservation and encourage environmental preservation.

4.7 The organization has a process to ensure that hardware and software systems are user-friendly, reliable, up-to-date, and meet the needs of all users.

5.0 Development and Management of Human Resources
An organizations success depends increasingly on the knowledge, skills, innovative creativity, and motivation of its employees and partners.  This criterion addresses the ways in which the facilities organization ensures continuing learning environment through communication, policies, recognition, training, professional development opportunities, and other methods.

5.1 Staff positions are properly classified and allocated in adequate numbers to meet the standards for the targeted level of service.

5.2 Training programs provide for new employee orientation and technical skills enhancement for all staff.

5.3 An effective communication system exists within the department to ensure that each employee knows his or her role in the department, the role of related areas, and the overall role of the department.

5.4 Safety policies and procedures have been established, written, and communicated to all staff.

5.5 Accident records are maintained and used to reduce accidents and identify  needs for special attention.

5.6 The organization promotes employee development and professional development through formal education, training, and on-the-job training such as rotational assignments, internships or job exchange programs.

5.7 Career development is supported through involvement in job-related and professional organizations, and opportunities to advance within the department.

5.8 Work performance and attendance tracking measures are in place, are understood by staff members, and are used by supervisors to assess performance.

5.9 The organization utilizes both formal and informal assessment methods and measures to determine employee well being, employee satisfaction, and motivation.  Assessment findings are linked to performance results to identify priorities for improving the work environment, employee support climate and the supervisors effectiveness (coaching).

5.10 Employee recognition programs are in place for individuals and groups (may include community service).

5.11 Processes are in place to determine the effectiveness of recruitment and retention programs and to identify areas for improvement.

6.0 Process Management
Effective process management addresses how the facilities organization manages key product and service design and delivery processes.  Process management includes various systems such as work management, performance standards, estimating systems, planning and design of new facilities, and other key processes that affect facilities functions.

6.1 Processes are in place to ensure that departmental facilities and equipment are adequate for the provision of effective and efficient services.

6.2 An effective work management system is in place to identify, report, correct, and document substandard conditions and maintenance requirements.

6.3 Work authorization and scheduling procedures have been established that are consistent with the identified role of each work unit and achieve an equitable distribution of resources.

6.4 An effective preventive maintenance (PM) program is in place to provide regular inspection and servicing of facilities equipment to assure maximum service life, reliability, and operation.

6.5 An estimating system is used that provides accurate estimates of labor and material requirements in order to plan and schedule the execution of work and to determine the causes of significant deviations between actual costs and estimated costs.

6.6 Design guidelines that incorporate such elements as energy consumption, operating costs, environmental concerns , maintainability, sustainability, accessibility, and safety have been prepared, updated and are utilized.

6.7 The delegation of budgetary responsibilities for management of sub-units of the budget is effective in controlling expenditures.

7.0 Performance Results
The facility organizations performance can be assessed through campus appearance, employee satisfaction and motivation, effectiveness of systems operations, customer satisfaction, financial results, and supplier/business partner results.  Where feasible, it is helpful to have measurement tools in place to assess performance in these areas.

7.1 The appearance of the buildings and grounds is in keeping with the surrounding community as well as the desired image of the institution.

7.2 The condition and cleanliness of facilities are in keeping with the image and standards adopted by the institution as well as activities associated with its mission and programs.

7.3 Building systems and infrastructure are maintained and operated at a level of reliability that contributes to the successful implementation of the institutions mission and programs.

7.4 Funding resources are effectively used and are adequate to support a level of facilities maintenance that prevents the deferral of major maintenance and repairs.

7.5 Staff is highly motivated and productive, taking pride in the accomplishment of their duties.

7.6 Customer satisfaction measures ensure that the levels of service are consistent with customer needs and requirements and within the facilities departments capability .

7.7 Managers and supervisors stay in touch with the needs of higher education.

8.0 Other Considerations
At the request of the Institutional Representative this section would include any items or subjects that are not covered by the criteria in Sections 1 through 7.  These items may include those things that are specific to the campus.