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January 21-25, 2018
Marriott Portland Downtown Waterfront
1401 SW Naito Parkway
Portland, OR 97201

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General Registration Information
Institute Schedule
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Special Programming
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Structure

The Institute is offered twice a year, and runs Sunday through Thursday evening. The Institute curriculum is composed of four core areas:

  1. General Administration & Management
  2. Maintenance & Operations
  3. Energy & Utilities
  4. Planning, Design & Construction

Institute students select one core area which will be the focus of their classes for that week.  Morning classes consist of required courses, centering on the core area selected.  Afternoon classes will be electives chosen by the student and may be a combination from any of the four core areas. 

Upon completing the week-long session, students will receive a certificate of completion designating their core area of study and 3.0 continuing education units (CEUs).

To receive maximum benefit, APPA recommends that students work towards graduation from the full Institute program by completing all four core areas.  In order to graduate, students must complete all of these areas.  Students are awarded a plaque recognizing their achievement upon successful completion of the program. 


Course Materials and Handouts

Prior to the event, please take note of the arrangements in place to access handouts:

The course content for the core classes will be available to you in two forms. Two weeks before the Institute, handouts will be available online for downloading on your computer or mobile device. Additionally, when you register, handouts for the core classes will be available in paper format too.

The handouts for the elective classes will be available only online for downloading. Before you come to the Institute, you should download the elective handouts onto your computer or mobile device. If you want to have hard copies of the elective handouts in class, you can print before you arrive.

Coming Soon! Access the handouts download site.

Elective Course Offerings - Click Here to view the elective offerings.

General Administration & Management

Mary Vosevich, Dean
University of Kentucky

The general administration curriculum is designed to give students the skills they need to manage the operations and personnel of a facilities department. Also important is the development of leadership skills to encourage students to think beyond daily operations and understand the role of facilities in the educational mission of the institution. This department consists of ten core courses and several electives. The courses are all taught by experienced educators and practitioners, including many long-term Institute faculty members. Courses include leadership skills, resource and financial management, business management, decision making, information management, communication skills, ethics, motivation skills, and employee relations.

Courses

101 Understanding Management Skills Through the MBTI
Explore the context of management skills within the model facilities department. Examine the different styles of management and visualize yourself in the roles of mentor, coach, and team builder. Learn the skills necessary for these roles and develop an understanding of how to best leverage your assets as management skills.

103 Managing Facilities Resources
Managing and leading in facility resources is the key role facility managers have in completing the stewardship assigned.  This session will focus on the roles played to assure needed resources are being managed.  In addition to reviewing roles you will be taught TCO – Total Cost of Ownership and the role it will play in the future.  Key resources that need to be managed and examples of how all of these resources work together will be presented.  Examples of using TCO and the business case for the implementation of TCO in the workplace will be shared.  How to reduce M&O to its lowest level using the TCO “Squeeze Play” will be presented.

104 Managing Staff Relationships
Participate in discussions of methods of developing positive employee relations, in union and non-union environments. Explore effective management processes addressing cultural diversity and sexual harassment issues. Develop a good understanding of the basics principles of human resources management. Topics include recruiting and selecting employees, promotion and advancement, employee evaluation, and grievance procedures.

106 Communication Skills for Managers
This course enables participants to use their knowledge of basic influencing skills to improve their communication based on a new understanding of their personality type. Using information from The Myers-Briggs Type Indicator, each participant will learn techniques to improve their communication with co-workers and their supervisor. Each participant will develop a plan for improving their working relationship with their immediate supervisor. The course also involves interaction with other participants to facilitate management of work groups, leading meetings, communicating with groups, and working with delivery of both good and bad news.

110 Managing Ethically
Examine ethical issues facing facilities professionals. You will learn a framework of foundational principles and questions to use as a guide in the decision-making process, and strategies for improving the ethical climate of an organization.

111 Financing Facilities in Higher Education
This session will introduce facility professionals to understand the fundamentals and techniques for capital finance. This introduction provides the broad overview and background information that relates to all levels of facilities management. The session begins with learning the basics of the financial enterprise related to higher education, community colleges, public and private colleges and universities including historically black colleges (HBC’s). The presentation illustrates the different “color of money” at institutions and some alternative finance strategies for financing projects at your institution of higher learning. The discussion develops the typical expenditures and revenues measures, general data for higher education and looks at current trends in capital finance. The presentation is summarized with the top five finance strategies to becoming successful and comfortable to be at the decision table at your institution. Finally the session concludes with everything you wanted to know about system revenue bonds (SRB’s) but were afraid to ask topic. This knowledge equips the facilities profession with the tools necessary to be included in the finance discussions with your

115 Emerging Technologies and the 21st Century Campus
This course is an overview of emerging information and communications technologies: networks, personal computers, information appliances, digital video, audio, and graphics, virtual reality and skills simulation and the role they will play on the campus of the 21st century.

118 The Business and Culture of Higher Education
Understanding the business and culture of higher education enables facilities management professionals to better understand and serve the needs of the institution.  This course will provide an overview of the business of higher education and deepen our understanding of how institutions are classified, funded, endowed and accredited and discuss the impact and importance of institutional mission and governance.  The commonalities and differences between the academic departments and auxiliaries (housing, bookstore, athletics, parking, etc.) will be explored.  The culture of higher education will address shared governance, tenure, faculty rank, alumni relations and the other aspects that make ours a unique environment. 


Operations & Maintenance

Chris Smeds, Dean
University of Virginia

Operations and Maintenance will focus on the current methods and practices in delivering facilities maintenance and grounds care services. The core offerings will combine to provide an overview of maintenance management techniques, principles of building systems maintenance, grounds and custodial services, contracting issues, and plant renewal programs. The electives will provide a more in-depth review of specific maintenance issues such as roof systems, mechanical/electrical systems, recycling, fire and life safety systems, emergency preparedness, and customer relations. Courses will be structured to encourage discussion and audience participation. Completion of the operations and Maintenance section will provide facilities managers with a review of a wide range of facilities and grounds maintenance issues that will be applicable to a variety of situations.

Courses

201 Maintenance Management
Examine the contemporary issues in managing maintenance programs in higher education. Discussion will include the various methods of work identification and processing, work flow in the maintenance organization, and management controls. Performance indicators, organization and staffing, and customer relations will be related in discussions of changing management approaches. Discuss the principles, development, and values of preventive maintenance programs. Review the impact of information systems, financial planning and reporting systems, and various administrative support systems.

202 Maintenance & Operations of Building Systems
This session will present an overview of the basic principles in maintaining and operating the various systems in higher education facilities. The discussion will identify building systems and their components, operating characteristics, and general maintenance practices. This course is intended to provide a basic overview as a foundation for electives that will address more detailed, technical information related to specific facility systems.

203 Grounds Maintenance Programs
Examine the basic issues related to an effective grounds maintenance program: turf and plant materials, necessary equipment, organization and staffing requirements, and grounds design guidelines. The presentation will include discussion of staff training and technical requirements, planning and scheduling landscape activities, inspections and quality control, and customer relations. Explore various contracting alternatives.

204 Custodial Services
Discuss the contemporary approaches to managing an effective custodial services operation. The presentation will include ideas on organization and staffing, equipment and supplies, and employee training. Special issues such as medical waste, hazardous materials, MSDS, and recycling will be included in the discussion. Explore customer relations, quality control, scheduling and shift alternatives, and contract alternatives.

205 Environmental Health & Safety Programs
This course will provide a basic overview of plant safety (OSHA, confined space, workers comp, MSDS, shop safety rules) and campus safety including lighting, fire and life safety, and general security. The presentation will also provide an introduction to regulatory compliance issues related to hazardous materials, indoor air quality, clean air, and clean water.

206 Contracting for Maintenance Services
This course will present a discussion of the contract alternative, when/why to contract, the types of services that are commonly contracted for, and competition issues in maintenance management. It will include basic contracting principles, various types of procurement methods, and contract administration techniques. Participants will discuss effective service contract experiences.

207 Comprehensive Capital Asset Management
Examine the basic principles related to the management of capital renewal and deferred maintenance programs. The presentation will introduce facility assessment programs including facility condition inspections, audits, estimating techniques, and reporting formats. Learn the business perspectives on capital renewal programs and an assessment tool for determining overall capital renewal needs. Discuss life-cycle planning.

Energy & Utilities

Lynne Finn, Dean
University of Iowa

The energy and utilities program is structured to give a comprehensive overview of all major utilities services for a school's physical infrastructure. The topics are delivered in a combination of methods with some sessions more lecture style in content delivery and others are interactive group learning.  Major topics include risk management, the business of utilities as well as utility master planning.  Electric and steam production principles are introduced.  The fundamentals of heating and cooling as well as water management are included.  Throughout the core sessions, participants will be working on a utilities case study, applying concepts and learning from others.  The curriculum features a perspective of integration – how the work done in energy and utilities impacts other areas of facilities management through dependence and partnerships.  The elective program concentrates on the current topics of interest in various areas of utilities services.

Courses

300 Energy and Utilities Partnerships

301 Terms and Definitions

302 Risk Management

303 Business of Utilities

304 Utilities Master Planning

305 Water and Drainage

306 Electric Production and Distribution

307 Heating Production and Distribution

308 Cooling Production and Distribution

309 Energy Management

310 Case Study Work Sessions

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Planning, Design & Construction

Don Guckert, Dean
The University of Iowa

The Planning, Design & Construction program offers a comprehensive overview of the industry processes and practices in place in planning, improving and developing the campus physical environment of the future. Major topics include master planning, space planning, programming, design project management, construction project management, project time management, contract administration and organizing to manage a campus project workload. The curriculum offers a balance of technical and project management topics and is tailored to two levels of attendee expertise: basic and advanced. Attendees only need to attend one of the two level offerings to satisfy graduation requirements.

I. Basic

Courses in this section are designed to introduce and provide a better understanding of the processes, procedures, and practices in the design and construction industry and their relevance within an education environment. Successful campus planning, design, and construction efforts require the active involvement of a variety of facilities managers from different areas, including operations, utilities management, and administration. The core and elective courses in this department will enable the student to be a more effective project team participant.

II. Advanced

Courses in this section are intended for individuals whose primary responsibilities are managing planning, design, and construction efforts. The content and pace of these courses assume that attendees possess an understanding of the planning, design, and construction profession and have experience in managing projects. These core courses will involve interactive discussion geared more for the experienced audience.

Courses

Planning, Design, & Construction Courses

401 Project Costs & Investments
Facilities management professionals are constantly challenged on the cost of construction and improvements. This session reveals the reasons behind the high cost of higher education construction by breaking this issue down into its component parts. The session also explores how capital projects are typically funded and the challenges with making total-cost-of-ownership based project decisions.

402 Facilities Master Planning
Review the concepts of institutional and strategic planning and its importance in guiding the future development of the campus. Examine how institutional and academic initiatives interact with facilities planning. Learn about the principle and fundamentals of campus master planning and how to develop, implement, and modify a master plan. Discuss the pros and cons of planning "in house" as opposed to hiring "outside consultants". Discuss the importance of preparing a long range institutional plan - its relationship to the Academic Plan, and related planning for the development of utilities, infrastructure, and supporting facilities (i.e., housing, parking and transportation, recreation). The focus of the course is on general principles of campus planning with an emphasis on the practical application of the planning process.

403 Space Planning & Administration
Space planning and management is one of the most sensitive issues that face facility organizations throughout the country. Changing technologies, new pedagogies, facility priorities, lack of resources, and ever evolving strategic planning issues challenge long accepted space planning practices in higher education. See how space planning can bridge the gap between academia and the physical plant. Understand how practices are moving from primarily a quantitative to a qualitative approach. Explore typical programming processes for capital projects and discuss this stage in the planning process is critical to the success of any project.

405 Design Project Management
This class will focus on basic effective fundamental procedures for managing the project design process. Topics include how to understand and administer the design process, how to interview, select and hire a design consultant, how to get the best from your architect/engineer, how to work and communicate with your campus client, effective communication strategies, what to look for in design reviews, and the importance of program and budget conformance. Review successful processes for value engineering, effective team management, communication, and basic project management skills.
Instructor: Steve Thweatt

407 Project Time Management
Explore why university building and renovation projects require so much time. Learn the fundamentals of project time management and the impact time has on the project budget. Review the various strategies that owners may employ to manage time more effectively. Discuss schedule incentive clauses including liquidated damages, actual damages, and bonus/penalty clauses.

408 Construction Contract Administration
Discuss the various project delivery approaches utilized by colleges and universities. Learn about the basic legal and contractual documents for a design and construction project. Examine the structure of a construction contract. Review bidding strategies and procedures for soliciting a construction bid and explore various techniques for structuring a bid proposal to the owner's advantage.

409 Construction Project Management
This session is a complete review of the process of managing a construction project. Discuss procedures for construction inspection, change orders, communications, scheduling, payments, and dispute resolution. Review the insurance and bonding issues involved in construction contracting. Discuss the fundamental project duties and responsibilities of the owner, designer and contractor. Review the steps necessary to evaluate and ensure compliance with contract documents, codes and standards.

Advanced Planning, Design, & Construction Courses

401 Project Costs & Investments
Facilities management professionals are constantly challenged on the cost of construction and improvements. This session reveals the reasons behind the high cost of higher education construction by breaking this issue down into its component parts. The session also explores how capital projects are typically funded and the challenges with making total-cost-of-ownership based project decisions.

402 Facilities Master Planning
The modern higher education campus must respond and be accountable to rapid and complex changes in the physical environment. Many institutions are guided by a plan that proposes adjustments to the ever-changing nature of the campus. This course will explore how campus plans can be more effective in shaping the campus physical environment that is responsive to and supportive of the academic initiatives of the institution. Discussion will highlight the process and the role that campus planning plays in helping the institution respond to differing situations and environments and offer a practical set of tools for articulating and giving shape to a physical vision for the campus that is grounded in the principles and policies of the institution. Topics will include developing a campus vision, creating a campus master plan and upgrading a master plan that will improve the quality of the academic life and be reflective of the vision. Discussions will include pragmatic solutions that give a campus its distinctive character and quality and how physical changes can mirror the values of the institution.

403 Space Planning & Administration
Review the challenges associated with integrating facility planning, space planning and project programming with campus's overall academic planning processes. Discuss ways too improve the integration of planning on the campus. Review the various levels of space planning and consider ways to manage master planning space projections, project planning space needs, and overall space management on the campus. Consider how space planning can bridge the gap between academia, the physical plant, and the project planning process. Review trends and new tools in space planning. Discuss the general programming process and determine what areas need more attention than others to be successful. Consider the value and use of the programming process and the plans the process delivers.

405 Design Project Management
This class will focus on basic effective fundamental procedures for managing the project design process. Topics include how to understand and administer the design process, how to interview, select and hire a design consultant, how to get the best from your architect/engineer, how to work and communicate with your campus client, effective communication strategies, what to look for in design reviews, and the importance of program and budget conformance. Review successful processes for value engineering, effective team management, communication, and basic project management skills.

407 Project Time Management
Explore the reasons why university building and renovation projects require so much time. Discuss the impact that time has on the project budget and how others in the design and construction project management profession are meeting the challenges of shrinking timelines. Share experiences on managing design timelines and the campus decision-making process that threatens project schedules. Learn how other university project managers are successfully using schedule incentive clauses to ensure the contractor's timely completion; including liquidated damages, actual damages, and bonus/penalty clauses.

408 Construction Contract Administration
Discuss the various project delivery approaches utilized by colleges and universities. Learn about the basic legal and contractual documents for a design and construction project. Examine the structure of a construction contract. Review bidding strategies and procedures for soliciting a construction bid and explore various techniques for structuring a bid proposal to the owner's advantage.

409A Construction Project Management
This session is design for those that are involved with the design and construction of campus projects.  Utilizing real events encountered during construction and case studies, this class will focus on the conflicting challenges of delivering campus construction projects.  A full range of issues will be discussed including cost escalation, schedule delays, and dynamics unique to a university campus.  Case studies will involve small group discussion and resolution.  In addition, contemporary issues faced every day by project managers will be discussed. 


Questions

If you have any further questions regarding registration, please contact APPA’s Professional Development Department at education@appa.org.

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