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Annual Report To Membership For 2011- 2012

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ERAPPA Annual Report to Membership 2012

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Table of Contents

1. Presidents Message Page 3

2. Technology and Communications Committee Page 4

3. Membership Committee Page 6

4. Professional Development Committee Page 9

5. Treasurer report and end of year budget for FY 2012 Page 11

6. APPA Awards and Recognition Committee Page 13

7. APPA Membership Committee Page 14

8. APPA Professional Development Committee Page 15

9. Chapter Affairs Page 18

10. Chapter Presidents Page 20

11. Chapter Reports Page 21-53

a. AAPPA Page 21

b. DVAPPA Page 24

c. KAPPA Page 28

d. MD/DC APPA Page 31

e. NJAPPA Page 34

f. NNECERAPPA Page 38

g. NYAPPA Page 42

h. OAPPA Page 46

i. OCFMA Page 48

j. SNEAPPA Page 50


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President’s Message

Greg Scott, ERAPPA President 2011-2012

Director of Commonwealth Services Pennsylvania State University

It has been my pleasure to serve as the ERAPPA President this past year. The quality of work and effort that is put forth by our many volunteers – fellow board members, various ERAPPA committee members, representatives to APPA, and host committees – is impressive and humbling. It reminds me

how special the individuals are that work in our profession – Facilities Management. If you haven’t had an opportunity yet to get involved, please consider doing so. There are many ways to serve at the Chapter, Regional or National level. Not only will you undoubtedly find this extremely rewarding, it will pay back to your institution as well as the enhancing and diversifying the organizations you serve. Ultimately, this adds to the value, strength, and vitality of our APPA leadership and experience.

Over the past, year the Board has focused primarily on aligning ERAPPA with APPA and its

strategic plan. In many ways, this was easy. We were already doing a number of the initiatives that APPA was encouraging the Regions to do, but it also gave us a focus on areas of improvement and a vision for ERAPPA’s future. As such, we launched our own Strategic Planning effort that will continue into the next year and be carried forward by the Board under the leadership of our next President, Dan Gearan. Our focus will be for the organization to continue to provide outstanding educational and professional resources to our members and enhance them through our strategic alliance with APPA. Delivering widely recognized and celebrated programs such as Leadership Academy, Drive-In Workshops, Toolkit, and others to our Region and Chapters will only continue to raise the bar on educational opportunities to our members. In addition, finding ways to add new institutions to our membership will be a big part of the plan moving forward. Not only can we learn from these institutions but we believe we have much to offer them. Our outgoing VP for Membership, Greg Clayton, has done a masterful job in reaching out through his committee to new institutions and stabilizing our membership in these challenging economic times.

I’d also like to recognize two other outgoing Board members for their dedication and

commitment to the organization. Michelle Fredrick is completing 2 terms as the VP for Professional Development and has been tremendous in her efforts to continue to raise the level of educational programs within ERAPPA. Terry Pellerin is completing his term as Past President. Prior to serving as President Elect – President – Past President, Terry was the VP for Chapter Affairs. His leadership and commitment, as well as his infectious personality, will be missed by the Board this coming year. I look for both Terry and Michelle to stay actively involved in the organization in some capacity in the coming years.

In addition to the countless volunteers, I’d like to thank Penn State University for their support

of my volunteer efforts with ERAPPA. In particular, I’d like to thank Ford Stryker for his positive and encouraging support of my involvement on the Board, as well as his dedication to ERAPPA throughout the years. I’d like to offer a special thanks to Andy Feick, Kathleen DiJoseph, and the entire 2012 Philadelphia Host Committee for their tireless efforts in planning and delivering an outstanding Annual Meeting this year.


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Technology and Communications Committee

Robert Cornero, Vice President

Monmouth University

The ERAPPA Technology & Communication Committee Representatives for 2011/2012 are:

1. Bruce MacNeil Atlantic Provinces AAPPA 2. David Rabold Delaware Valley DVAPPA 3. Richard Phillips Keystone KAPPA 4. Richard Weil Maryland/ DC MDDCAPPA 5. Robert Cornero New Jersey NJAPPA 6. Barry McHugh New York NYAPPA 7. Steven Peary Northern New England NNECEAPPA 8. Jerry Sidio Southern New England SNEAPPA 9. Paul Martin Ontario Universities OAPPA 10. No Representative Ontario Colleges OCFMA 11.. No Representative Quebec QUEBEC

A. Host Committee Liaison

Web Sites for Hosts - Provide Guidance and support to DVAPPA and NYAPPA as they prepare for ERAPPA 2012 & 2013.

Web Domains have been purchased for erappa2013.org.

ERAPPA 2012 – The 2012 Host Committee is handling the web site for 2012.

ERAPPA 2013 – The Host Committee is ready to launch the 2013 web site.

On-Line Technology - Assist in moving ERAPPA Annual Meeting Registration System, Call for Presentations, & Exhibitor/Sponsorship Support.

Magnet Mail - Continue support and use of Magnet Mail to continue the move toward less paper and fewer mailings.

ERAPPA 2012 – The Host Committee has been successfully using Magnet Mail. Postal mailings have been limited to post cards as pointers to web sites.

ERAPPA 2012 – is implementing an electronic meeting program service called “Guidebook” as an additional service to our membership. It will be used to supplement the paper version of the program this year, but it has several advantages over the hard copy version including allowing attendees to personalize their own agendas and reminders. It also allows for instantaneous feedback from session attendee that is available to the event organizers in real time.

B. APPA Dialogue

Mailing Lists - APPA has given ERAPPA access to their BackOffice Mailing List Data.


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The ERAPPA Mailing List obtained through APPA continues to improve with advances made at APPA. Cleaner more complete Membership Lists are being downloaded from APPA and uploaded to Magnet Mail.

C. Web Site

The ERAPPA Web Site content management system continues to add value to the ERAPPA Web Site.

The web site has continued with OGOSense providing hosting services this year. OGOSense also provides backup and maintenance services. This will allow for continuity when the VP of Technology & Communications changes.

D. Chapter Web Sites

Hosting of Chapter Web Sites - ERAPPA continues to offer hosting of Chapter Web Sites on the ERAPPA web Server.

This continues to be available with our new web hosting service. Though many chapters are now utilizing content management systems hosted by the same service. We are also assisting other Chapters in setting up a content management system similar to ERAPPA’s.

E. Newsletter

The electronic ERAPPA Newsletter has continued to develop into a more informative newsletter.

ERAPPA News, Chapter Updates and Campus Spotlights and educational articles from our Business Partners are now regular content. Cynthia Segal and I are working as the editors with content being supplied by Chapter Presidents, Board Members, Business Partners and regular members. Editions are live on the ERAPPA website and sent out via magnet mail. When articles go live on the web site they are also sent to the ERAPPA Group on Facebook and to ERAPPA News on Twitter.

F. Conference Call Service

Conference Call Hosting - ERAPPA continues to offer hosting of conference calls for the ERAPPA Board, ERAPPA Committees and Chapter use. Conference call services are now being scheduled through the ERAPPA Web site. The Board has recently tested a video version of the conference calling system that


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Membership Committee

Greg Clayton, Vice President

University of Prince Edward Island

The ERAPPA Membership Representatives for 2011/2012 are:

1. Arthur Walsh Atlantic Provinces AAPPA 2. Tom Wilson Delaware Valley DVAPPA 3. Peter Buchheit Keystone KAPPA 4. Leon Bivens Maryland/ DC MDDCAPPA 5. Brian O’Rouke New Jersey NJAPPA 6. Jeff Foster New York NYAPPA 7. Connie Simmons Northern New England NNECEAPPA 8. Chris Dupuis Southern New England SNEAPPA 9. Roy Langille Ontario Universities OAPPA 10. Harry Bakker Ontario Colleges OCFMA 11. John Bernhards Associate VP APPA 12. No Representative Quebec QUEBEC

Outgoing members from 2010/2011

1. Phillip Brown Maryland/ DC MDDCAPPA 2. Fulvio Cesco-Canian New Jersey NJAPPA

The Membership Committee met twice this year; (1) at the ERAPPA Annual Meeting in Halifax, and (2) during the ERAPPA Mid-Year Meeting in Philadelphia. It was also at this meeting that the committee held a joint meeting with the Chapter Affairs Committee. Emails were exchanged with the Committee Members throughout the year to discuss various initiatives.

The focus this year was on:

First Time Attendees reception ERAPPA marketing materiel Scholarship Program including the Ambassador Program Meeting Membership Recruitment Targets through Goals and Initiatives Community College Engagement Fee Structure and Online membership renewal Mentorship Program


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ERAPPA MEMBERSHP COMMITTEE MISSION STATEMENT

The ERAPPA Membership Committee provides strategic guidance to retain and grow an actively engaged membership in concert with the local chapters with the requisite knowledge, skills, abilities and values to elevate the education facilities professional. The Committee recommends to the Board strategies for growing

ERAPPA membership and retaining current members. The Committee accomplishes this in part by working closely with APPA, and the local Chapters and by producing and approving

annual member recruitment goals and strategy, and periodically reviewing and adjusting these goals as needed.

Finally, the Membership Committee provides perspective on the needs and expectations of ERAPPA’s membership and works in tandem with other ERAPPA committees to assist in achieving this.

FIRST TIME ATTENDEES RECEPTION

Planning occurred for the 8th Annual First Time Attendee Reception being held in Philadelphia. This important reception

provides a forum for new members to meet the Membership Committee members, the ERAPPA Board, Chapter presidents and APPA executives.

provides an opportunity to offer information on our conference and introduces them to next year’s conference (including a draw for a free registration to Rochester 2013).

allows new attendees an opportunity to ask any questions they may have concerning the conference or our association.

MEMBERSHIP SCHOLARSHIPS AND RECOGNITION

The Scholarship Committee reviewed and scored all applications before the ERAPPA Annual Meeting held in Portland. The successful applicants were announced during the Business Meeting.

The 2011 ERAPPA scholarship winners were:

2011 ERAPPA Scholarship winners as announced at the ERAPPA Meeting in Halifax:

LAST FIRST Chapter INSTITUTION

Maddux M Robert Maryland - DC Salisbury University

Allen Juan Maryland - DC American University

Hickey Craig Atlantic Provinces University of New Brunswick

Warren Daniel Northern New England University of Southern Maine

Langlois Christine Keystone East Stroudsburg University of Pennsylvania

Abbott Jessica Southern New England University of Hartford


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The committee recommended an Ambassador Scholarship Program similar to APPA’s that provides scholarships for new institutional members that have never attended an ERAPPA Annual Meeting.

2011/12 ERAPPA MEMBERSHIP GOALS

Institutional membership targets were met this year thanks to the recruitment efforts of Membership Committee members. This year’s goals were broken down as follows:

Member Type 2011/12 Actual

2012/13

Target

% Increase

Community Colleges 28 31 10%

Institutional 268 276 5%

Recruitment efforts include the committee members calling potential institutional members using the APPA new prospect and non-renewal list.

2012/13 GOALS

Goals include:

Reach Membership Recruitment Targets, using APPA’s overall targets for guidance. This

year’s targets are outlined above. This includes reaching out to non-renewed members.

Work with ERAPPA on the Community College (CC) Engagement Group to increase Community

College membership.

Work with APPA Young Members Group to assist the committee to review how to get younger

members more involved

Continue to improve ERAPPA Membership Section of ERAPPA’s website to provide more

information to help in recruitment efforts. This

includes: Message from VP; Benefits of being a

member/What can it do for you?; About Us//Layers of

APPA/History of ERAPPA (look at MAPPA); Who’s my

Local Chapter Contact – use a ZIP/Postal Code search

pop up box.; Join ERAPPA/APPA; Emeritus Membership

Develop Welcoming Program for New ERAPPA

Members to engage them into our association (work with APPA) Information package developed

to welcome new ERAPPA members and for First Time Attendees at our Annual Meetings.

Continue to improve First Time Attendees Reception.


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Professional Development Committee

Michelle Frederick, Vice President

American University

The ERAPPA Professional Development Committee (PDC) has continued the pursuit of the goals and programs it has recently put into place, strengthening and refining them, and weaving them seamlessly into the fabric of ERAPPA’s professional development connections with the membership and the Chapters.

The ERAPPA Professional Development Representatives for 2011/2012 are:

Christine Matheson ...... Dalhousie University .................. AAPPA Mike Patterson ............. Bucknell University .................... DVAPPA Andrew Wilson ............. Slippery Rock University ............ KAPPA Mona Bernard .............. George Washington University . MD/DCAPPA Dianne Gravatt ............. Rutgers University ...................... NJAPPA Rex Giardine ................. Syracuse University .................... NYAPPA Rick Battistoni............... Saint Michael’s College .............. NNECERAPPA Kevin Gallinger ............. Carleton University .................... OAPPA Phil Rouble .................... Algonquin College ...................... OCFMA Vacant ........................... ................................................... SNEAPPA

A. Annual Meeting Guide

Collaboration with Host Committees – The Committee continues its active involvement with the Chapter Host Professional Development Committees (HPDC) in jointly collaborating on the selection of educational programs for ERAPPA’s Annual Meeting, and supporting the HPDC at the conference with various activities related to the educational programming. Once a Host Chair for Professional Development has been identified for an annual meeting that individual becomes an ad-hoc member of the ERAPPA PDC. This allows for greater support of and communication to the HPDC. Due to this shift in approach, there was no longer a need for a liaison.

Annual Meeting Guide Revision – The PDC just completed a major revision of the Professional Development section of the Annual Meeting Guide. It now incorporates the process for getting programs certified for AIA CEU credits. It also has a more defined timeline to help the HDPC with all the tasks associated with developing a solid professional development program.

B. Continuing Education Credits

Program Certifications – The PDC continues to certify qualifying programs for AIA CEU credits for Member Architects. The PDC also supplies certificates of attendance for other registered professionals (Engineers, LEED Certification, and Landscape Architects etc.) that chose to self-certify with their respective organization. This year 11 out of 35 educational sessions and 2 of the campus tours were approved for AIA CEU credits.

Credit Approval Process - The Committee is continuing to work on streamlining the Submission for Credit Process to simplify it for all parties involved. Rick Battistoni has been leading the charge in ensuring CEU’s for our programming. The Committee is also researching possible individuals or organizations to assist us in the Certifying for Engineering Credits.


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Credits for Chapter Programming – With Rick Battistoni in place, the Professional Development Committee can now help chapters get programming certified for AIA CEU credits. A Chapter needs to contact Rick Battistoni to get the process started. The Committee is also working with APPA on the ability to get Continuing Education Credits (CEU) for other types, not AIA or Engineering, of programming offered in the region and by the chapters.

C. Professional Development Database and Library

Database – The Committee continues to develop the database. We are currently transition the database to an e-commerce format. This will allow better tracking and requesting of materials from the library, as well as, allow users to leave reviews and comments about the holdings. We encourage individuals to submit for consideration as presenters for Short Programs and as Speakers. You can submit your request on-line via the website.

Library – The library continues to get new titles based on membership needs and recommendations. In 2012, the Committee purchased the new Operational Guidelines for Educational Facilities. The Committee also agreed to research online professional development services and programming that could be offered to ERAPPA members through the ERAPPA website. This initiative is a collaboration with the Technology and Communication Committee.

D. APPA Initiatives

Drive In Program – APPA’s Facilities Drive In Workshop are an excellent way for APPA member institutions to encourage networking and professional development among educational facilities professionals within their local vicinity. ERAPPA will be hosting two APPA Drive-In workshops in 2012, one at American University and the other in the NYAPPA chapter.

Leadership Academy: Track 1 – In November, the AAPPA chapter will be hosting Track 1 of APPA’s Leadership Academy. Track 2 of the Academy is now being offered regionally. If a chapter would like to host Track 1 or 2, contact the APPA office directly to get started.

Supervisor’s Toolkit – APPA’s Supervisor’s Toolkit is another offering that chapters can bring to their membership. In the region, we have seven qualified Toolkit facilitators to assist in conducting the program. Just contact Michelle Frederick, Dean of Supervisor’s Toolkit, to find out more.


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Treasurer’s Report

Arthur Walsh, Treasurer

University of New Brunswick Frederiction

ERAPPA Year-End Treasurer’s Report July 1, 2011 – June 30, 2012

The 2011-2012 fiscal year proved to a great success financially.

Revenue from membership dues was up 25% over budget and our 50% net revenue share from the ERAPPA Annual conference in Halifax was 192% of the anticipated budgeted amount! Further pushing our revenues over budget was the disappointing uptake on the membership initiative to fund first time attendees to the annual conference, resulting in these funds being returned. In all, revenues exceeded budget by $57,491.56 or 46%

Although there was considerable variance in several expense budget items, overall expenses came in almost exactly on budget.

Again for the 2011-12 fiscal year we did not have any members able to take advantage of the membership initiative that covers the registration fee (for either a member from a new institution or an existing member, at a supervisory level, who has not attended in the last five years) to the annual conference. The Board is exploring new scholarship/sponsorship opportunities to improve or replace this initiative so as to make it appealing and useful to our members.

Despite increased hotel, food and beverage costs for the March Mid-Year meeting held in Philadelphia, the overall budget for this event was only slightly overspent. This item appears as a line item throughout the budget in the various committee budgets.

Accounting fees are over-budget again this year due to the necessity to engage an accounting firm to assist the Board in filing various overdue government forms, required to re-establish our charitable status which has been suspended due to the failure to file such forms over the last several years. In subsequent future budgets we expect this accounting line item will return to a manageable level.

To ensure funds are available and properly accrued, in the area of Scholarship the over-expenditure is the result of accruing all awarded, but not yet incurred, tuition scholarships and expense reimbursements.

Again this year, unfortunately not all Chapters were able to utilize the Partners-in-Education Support, which provides up to $2,000 reimbursement towards the costs to bring a professional speaker to your educational programs at the Chapter level.

As expenses were on budget and revenues were significantly over-budget not only did the Board not have to utilize funds from our savings account, as planned and budgeted, but we ended the 2011-12 with a surplus of $33,487.54

ERAPPA remains very financially stable. At June 30, 2011 our cash balance was $317,808.46 and we had net account payables amounting to $23,529.38 for an equity balance of $294,279.08 This is an increase in our equity position of $33,487.54 from June 30, 2011.


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ERAPPA YEAR-END STATEMENT July 1, 2011 - June 30, 2012

ITEM

BUDGET

Yr End TOTAL

Over / (Under) INCOME:

Interest

900.00

592.88

(307.12) Dues

85,000.00

106,459.85

21,459.85

Annual Meeting Proceeds

32,482.00

62,276.33

29,794.33 Other

7,500.00

14,044.50

6,544.50

TOTAL INCOME

125,882.00

183,373.56

57,491.56

OPERATING EXPENSES: VP Annual Meetings Host Com Visits

1,000.00

235.65

(764.35) Winter (Mid-Year) Meet - Co-hosts

2,500.00

1,089.41

(1,410.59)

sub-total

3,500.00

1,325.06

(2,174.94) VP Chapter Affairs

Chapter Visits

3,500.00

0.00

(3,500.00) Winter (Mid-Year) Meet - CA Com

7,000.00

4,918.69

(2,081.31)

sub-total

10,500.00

4,918.69

(5,581.31) VP Membership

Winter (Mid-Year) Meet-Mem Com

6,700.00

8,017.74

1,317.74 Membership Initiative

6,000.00

0.00

(6,000.00)

sub-total

12,700.00

8,017.74

(4,682.26) Board - Administration

Bank Service Charges

0.00

1,280.48

1,280.48 Miscellaneous

2,000.00

1,201.30

(798.70)

Travel/Shipments to ERAPPA A.M.

2,450.00

1,600.12

(849.88) Travel to APPA A.M.

1,000.00

311.98

(688.02)

Printing & Postage

150.00

79.52

(70.48) Insurance

750.00

0.00

(750.00)

Incorporation

50.00

25.00

(25.00) Board Meet - Winter (Mid-Year) Meet

40,000.00

43,936.18

3,936.18

Board Meet - Summer

10,600.00

11,443.48

843.48 Board Meet - Annual (A.M.) Meet

5,500.00

7,586.98

2,086.98

Accounting Fees

4,000.00

6,750.00

2,750.00 Ad-Hoc Meetings - Conference Calls

3,000.00

4,198.28

1,198.28

sub-total

69,500.00

78,413.32

8,913.32 VP Technology-Communications

Web Review & Development

4,000.00

4,211.70

211.70 Winter (Mid-Year) Meet - T&C Com

6,750.00

5,610.62

(1,139.38)

ERAPPA Newsletter

3,000.00

2,975.00

(25.00) sub-total

13,750.00

12,797.32

(952.68)

Awards / Scholarships Scholarships & Expenses

14,500.00

21,265.00

6,765.00 Awards

2,500.00

2,691.53

191.53

sub-total

17,000.00

23,956.53

6,956.53 Professional Development

Misc. Prof Develop. Expenses

2,500.00

2,002.91

(497.09) Partners-in-Education Support (PIE)

12,000.00

8,000.00

(4,000.00)

Winter (Mid-Year) Meet - P.D. Com

7,500.00

10,454.45

2,954.45 ERAPPA A.M. Program Support

0.00

0.00

0.00

ERAPPA A.M. "Seed" Funding

0.00

0.00

0.00 sub-total

22,000.00

20,457.36

(1,542.64)

Expenses Total

148,950.00

149,886.02

936.02

NET -23,068.00 33,487.54 56,555.54

* budgeted deficit to be covered by savings


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APPA Awards and Recognition Committee Individual Awards Program

No report at this time


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APPA Membership Committee Individual Awards Program

No report at this time


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APPA Professional Development Committee

Dana Peterson, AIA

University of New Hampshire

A. ERAPPA REPRESENTATIVE TO APPA’S EDUCATION COMMITTEE

At ERAPPA 2012, I am completing my fourth year as ERAPPA’s Rep to the APPA Professional Development Committee.

B. VICE PRESIDENT OF PROFESSIONAL DEVELOPMENT

Previous APPA Vice President of Professional Development, ERAPPA’s own Glenn Smith from BrynMawr College has recently won election to become President-Elect of APPA. Glenn’s position is being filled by our new APPA Vice President for Professional Development, Robyn Pierce of Portland State University. She sat in on the Committee meeting in July and has continued the practice of monthly conference calls with all of the regional reps.

C. PLAN OF ACTION FOR 2012-2013

The APPA Board is continuing the implementation of the 5 leading strategies to reshape and redefine APPA put into place by past President Darrel Meyer, and asking the APPA Committees to follow through with the tasks identified for them. Many of the short-term goals have been accomplished at it’s July meeting the Committee began to turn its attention to the medium and long range tasks. To refresh the ERAPPA Board’s memory, these 5 strategies and corresponding tasks are briefly summarized as follows;

Engage all Stakeholders

o PD Committee roles:

Short term – Deliver APPA 101 video.

Mid-range - Utilize Thought Leaders to further engage SFO’s.

Broaden the Membership.


None.

Develop Future Leaders.


Short term - none.

Mid-range – Develop a broader base of faculty for core educational

offerings.

Long term – Develop a definitive professional/institutional development

continuum.

Enhance Professional Development.


Short term –

Deliver APPA U twice a year.


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Expand local/regional delivery of LA tracks I & III.

Expand Drive-in Workshops.

Increase delivery of STK.

Offer specialized offerings for Community College and K-12’s.

Deliver APPA 101 video.

Highlight CEU’s and PDH’s at all educational offerings.

Mid-range –

Validate the quality of faculty and content of all offerings.

Develop and deliver APPA 2012 conference.

Utilize outcomes of Thought Leaders series for content of APPA

2012.

Expand local/regional delivery of LA tracks I & III.

Expand Drive-in Workshops.

Increase delivery of STK.

Deliver Institute programs via online.

Utilize Thought Leaders series to drive further educational

programming.

Offer educational opportunities via U Tube and other social

networking sites.

Long term –

Produce STK in Spanish and French.

Create an international education delivery system.

Expand targeted stakeholder opportunities.

Offer APPA U at various geographic locations.

Expand Research

o PD Committee role:

None.

I took an active role in helping to develop the above mentioned “APPA 101” video (2 versions) the latter of which is being developed to be shown at Chapter events to educate members and supervisors about APPA’s professional development programs, what they are and how they can help staff development

and individual careers.

The PD Committee has also taken a more active role in their oversight responsibility for all of APPA’s professional development programs;

Adding ad hoc members to report on and take feedback from the Committee regarding the

development and execution of Supervisor’s Toolkit and Drive-in Workshops.

Developing a pilot program to send Committee members to audit all of APPA’s PD programs

on a rotating basis to insure quality, consistency, make recommendations for improvements.

Reviewing and revising the Committee’s charge.

Placing a PD Committee member on APPA annual meeting programming committee to assist

in program development for the annual meeting.

Providing a post meeting review of the content and delivery of the program for the annual

meeting.

Reaching out to provide APPA programs internationally across the globe.


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D. APPA PROFESSIONAL DEVELOPMENT PROGRAMS

1. APPA’s 2012 Annual Meeting was held in Denver, CO, July 2012.

APPA 2013 will be held in Minneapolis, MN, August 2-4, 2013 (kick-off of 100th year anniversary)

2. APPA U (comprising both the Institute and the Leadership Academy) will held on the following dates, and at the following locations:

Sept. 23-27, 2012 – Vancouver, BC

Jan 13-17, 2013 – Tampa, FL

Sept 8-12, 2013 – Ft. Lauderdale, FL

The following are the representitives on the APPA Professional Development Committee:

Robyn Pierce, VP for Professional Development

Dana Glenn Peterson, AIA ERAPPA Doug Greenwood MAPPA Ric Williams PCAPPA Joseph Han RMA Tony Yamada SRAPPA Sue-Anna Miller CAPPA Doug Christensen Academy Comm Chair Jay Klingel Institute Comm Chair Michelle Frederick STK Comm Chair Jack Colby Thought Leaders Chair Darrel Meyer Drive-in workshop Chair


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Chapter Affairs Committee

Dale DeBlois, Vice President

Colby College

Membership

1. Dale DeBlois VP for Chapter Affairs 2. Greg Clayton President Atlantic Provinces 3. Ben Suplick President Delaware Valley Chapter 4. Joe Wojtysiak President Keystone Chapter 5. Nancy Yeroshefsky President Maryland-DC Chapter 6. Andrew Christ President New Jersey Chapter 7. Anita Bailey President Northern New England Chapter 8. Nasrin Parvisi New York Chapter 9. John Michalewicz Southern New England Chapter 10. Angelo Miranda President Ontario Colleges 11. Rick Zalagenas President Ontario Universities Outgoing Members from 2011 1. Ron Vopni Ontario Colleges 2. Jeff Foster Keystone 3. Mark Showers New Jersey 4. Leon Bivens MD/DC 5. Jeff Lamb Atlantic

CHAPTER LEADERSHIP Throughout the year, during the mid-year meeting and monthly conference calls, the Chapter Presidents continue to demonstrate their commitment to the organization. During the annual meeting held in Halifax last fall, the committee as a whole decided to tackle the task of getting all the chapter logos standardized using the APPA guidelines. This was no small task getting the many parties to agree on a design that was consistent with their chapter’s wants as well as the desires of ERAPPA and APPA. To date we have nine out of ten complete and are working collaboratively to complete this task. Chapter Presidents continue to update ERAPPA regarding upcoming meetings including venues and program content, as well as new educational offerings as they arise. GOVERNANCE The chapters continue to work with both ERAPPA and APPA in fostering positive relations and cultivating new ideas with all the various levels existing in our region. FINANCIAL With the ever increasing pressures on all institutions both fiscally as well as manpower wise, we continue to try to find ways to be able to assist those in need to attend the APPA related educational offerings. We also are offering more and more programs locally which significantly reduce the burden on all our institutions.


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The attendance by all accounts at the various chapter as well as regional level meetings continues to be strong, and the first time attendee numbers are still very encouraging. These factors suggest we are on the right track and by being diligent we should continue this trend into the foreseeable future. CHAPTER MEETINGS As evidenced in the chapter reports, the attendance and participation at the chapter level continues to be very strong and continues to show record numbers in the first time attendees. This shows the facilities field is still attractive to young professionals and they are the future of the region. Not all chapters do business the exact same way but that shows the versatility and flexibility it takes to maintain this successful organization. SCHOLARSHIPS With the numerous chapters, regional, and national scholarships available, we still are experiencing difficulty filling them all. We continually strive to find new ways to ease this concern and are always looking new options to resolve this issue. We, as a group, continue to publicize these opportunities, but still are looking for more participation. CHAPTER INITIATIVES The one constant within all the chapters is the desire to better educate our members and how to better do this with the ever increasing demands on all our folks. With the ever increasing opportunities that are becoming more available at the chapter level, such as the supervisors tool kit and other APPA supported offerings, we continue to strive to make better facilities professionals at all levels and locations. MID-YEAR MEETING This year’s Mid-Year Meeting in Philadelphia was well attended by chapter presidents and/or representatives. The major thrust of the committee was to continue to work on our branding as well as our strategic planning, from the chapter to the regional level. Working hand in hand with other committees to strengthen our region was also promoted with various integrated venues. NEWSLETTER The ever growing quarterly Newsletter is published on the ERAPPA website. Throughout the year the Chapter Presidents are asked to submit recent news from their chapters which may be of value to the region. This valuable document continues to grow in popularity and is an incredible avenue to promote the various activities and new ideas as they continue to help make our region stronger.


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Chapter Presidents

Greg Clayton Atlantic Provinces AAPPA Ben Suplick Delaware Valley Chapter DVAPPA Joe Wojtysiak Keystone Chapter KAPPA Nancy Yeroshefsky Maryland-DC Chapter MDDCAPPA Andrew Christ New Jersey Chapter NJAPPA Anita Bailey Northern New England Chapter NNECERAPPA Nasrin Parvisi New York Chapter NYAPPA John Michalewicz Southern New England Chapter SNEAPPA Angelo Miranda Ontario Colleges OCFMA Rick Zalagenas Ontario Universities OAPPA


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Atlantic Provinces Chapter AAPPA

Greg Clayton, Chapter President University of Prince Edward Island

1. The Leadership

Elected Members

President Greg Clayton Dalhousie University VP Professional Development Christine Matheson Dalhousie University VP Membership and Treasurer Arthur Walsh University of New Brunswick VP Communications Technology Bruce MacNeil Mount Saint Vincent University & Secretary

2. Chapter Governance

The By-Laws were adopted in 2003. The By-Laws were modeled after the ERAPPA By-Laws and can be found on our website which is located at: http://fm.dal.ca/aappa.

3. Chapter Events in 2011-2012

2011 ERAPPA Annual Conference. With over 450 attendees, representing institutional members, spouses, business partners and Emeritus members, the 61st annual meeting, which took place in Halifax, NS, was a huge success. University and Business Partner attendees enjoyed the quality of the presentations and educational sessions, the keynote speakers and social networking events. The expertise and variety of the business partners in the Hall of Resources contributed to the success of the conference. A great deal of this success was due to the contribution and commitment to professional development and networking from all ERAPPA members.

2012 Spring Business Meeting. The annual Spring Business Meeting was hosted by Université de Moncton on May 31 and June 1, 2012. A total of 13 institutions participated in education and roundtable sessions.

4. Meetings Planned for 2012-2013

2012 Professional Development Conference. The Fall PD Conference will be held in Halifax, Nova Scotia on November 29 and 30, 2012. The keynote speaker and track presentations are being reviewed and final selections will be made soon. AAPPA is also exploring the option of having APPA deliver Tracks I and II of the APPA Leadership Academy to chapter members, which would take place during the 3 days leading up to the conference.

2013 Spring Business Meeting - The annual Spring Business Meeting will take place at Memorial University. The date has yet to be determined.

5. Membership

Community Colleges - Our Chapter continues to encourage Community Colleges to attend through personal contact.

http://fm.dal.ca/aappa

http://fm.dal.ca/aappa/index.htm


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No Fee Spring Meeting - At this time AAPPA does not charge fees for the spring meetings and vendor sponsorships are solicited to cover costs.

6. Scholarships

AAPPA is looking at providing up to $5000 in scholarships to our members for the upcoming year. The terms and conditions of these scholarships are still to be determined by the executive.

7. Awards and Recognition

AAPPA members received recognition from the ERAPPA Board for hosting the 2011 ERAPPA Annual Conference in Halifax, NS. The University of Prince Edward Island received APPA’s “Award for Sustainability and Environmental Stewardship in Facilities Management” in July 2012.

8. Major Initiatives

AAPPA is planning to host both Track’s 1 and 2 of the Leadership Academy in Halifax the Fall of 2012.

9. Major Areas of Concern

Infrastructure Funding for Member Institutions

CAUBO (Canadian Association of University Business Officers) is promoting the consistent formatting of submissions to the APPA FPI Core Data Survey so that the Renewal Maintenance and Capital Expenditure numbers can be compared on a reliable national basis. This will give them consistent data to use in lobbying Federal and Provincial governments to increase support to post-secondary infrastructure.

10. Finances and Chapter Dues

The AAPPA financial situation greatly improved in 2011-2012 as a result of net revenues realized by hosting the 2011 ERAPPA Annual Conference in Halifax, NS. AAPPA's host institution 50% share of net conference revenues was an impressive $62,560.76 As the chapter does not obtain any revenue through Chapter dues, the only other source of revenue was a minor amount of interest totalling $21.58 With the chapter's focus and attention being devoted to hosting the 2011 Annual Conference, our expenses were limited to bank fees in the amount of $71.40 The overall net effect being a $62,510.94 increase in our net equity, with a year-end closing cash balance of $91,462.63

11. Event Formats and Costs The Annual Spring Business Meeting is scheduled for two half days. The first day includes a business meeting, working lunch, and informational presentations. The second day includes informational presentations followed by roundtable discussions and a golf afternoon. Costs are borne by the host institution and/or through sponsorships and there are no registration fees.


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The fall Professional Development Conference is scheduled for one and one-half days. The first day is a one full day session and includes a keynote speaker and is followed by a dinner that evening for attendees and guests. The second day is a half-day and includes tracks in the morning followed by roundtable discussions in the afternoon. Costs vary. Usual costs include: professional speaker (including travel/accommodations), venue, AV rental, food, packages for attendees and speaker/facilitator thank-you gifts. Expenses for the November 2010 meeting were $25,630. Registration Fees for 2010 were $175. This conference was not held in 2011 due to our chapter’s hosting of the 2011 ERAPPA Conference on October 2-5.

12. Business Partner Relationships

Business Partners can attend the fall conference and are welcome to sit in on the training sessional and attend the evening dinner. There is no Hall of Resources at the fall conference. The sponsorship fee for the fall conference in 2010 was $1,250. Business partners are invited to the event dinner to enhance networking. There are limitations on business partner membership/attendance. Starting in 2010, each business partner was limited to two seats for the Keynote speaker and dinner. Total delegate attendance was also capped at 100.


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Delaware Valley Chapter DVAPPA

Ben Suplick, Chapter President University of Pennsylvania

1. The Leadership

Elected Members President Ben Suplick Vice President Matt Yencha Secretary Elizabeth Nester Treasurer Robert Morro Immediate Past President Ralph Thayer Past President Vacant

Appointed Members Education Kathy DiJoseph Membership Tom Wilson Technology & Comm. David Rabold Webmaster David Rabold


No changes in the by-laws or constitution were made. Two vacancies on the board were filled through the annual elections with all current board positions now filled.


Fall ‘10 Muhlenberg College Sustainability of Historic Buildings Winter ’10 None Spring ‘11 Swarthmore College Development Process for New Campus Inn Summer ’11 Villanova University Transforming the Campus Landscape

4. Chapter Events Planned for 2011-2012

Fall 2011: The chapter sponsored presentation of the Supervisor’s Toolkit at the University of Pennsylvania in October 2011. The week long training was attended by eighteen students from institutions both in the local chapter and neighboring chapters. The chapter underwrote part of the program expenses to keep the cost at a level that was attractive and enabled multiple students from some institutions to attend. Student evaluations of the program were very positive and one student planned to present some of the material to his staff upon his return.

Winter 2012: The winter meeting was a joint half-day program with an organization called Commercial Real Estate Women (CREW). Several members of CREW are also members of DVAPPA so there were existing synergies between the two organizations on which this effort expanded. The program brought in Dr. Mark Taylor, who has presented at both ERAPPA and other chapter


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meetings, to present on the topic of Managing for Success in the Multigenerational Workplace. The program was hosted by St. Joseph’s University in Philadelphia on March 13, 2012 and attracted a large audience from both organizations. Feedback on the program was also very positive.

Spring 2012: The chapter’s spring meeting was a lunch meeting and program hosted by the Community College of Philadelphia. The program was a presentation by a local architecture firm on recent changes to ADA regulations and their impact on education institutions. The present, Ed Rahme, gave a spirited presentation with numerous examples of accessibility issues that he has encountered during his career. His program also offered guidance on addressing such challenges and where to obtain more information.

Summer 2012: Due to the efforts being put forth for the ERAPPA Conference, the chapter did not hold a summer meeting. However, invitations were extended to its membership to attend the joint MD/DC & NJ APPA Joint Conference held in May 2012 at the Clarion Resort Fontainebleau Hotel, Ocean City, Maryland. Reports from the conference stated that attendance by DVAPPA members was small.

5. ERAPPA 2012 Meeting Plans Holding Truths and Pursuing Happiness… ERAPPA’s 2012 Philadelphia Regional Conference is ready to begin.

The two-plus years of plans and preparations for the ERAPPA Conference are set to be implemented from September 30 to October 2, 2012 at the landmark, Loews Hotel in Philadelphia, PA. The theme of Holding truths and Pursuing Happiness will be showcased in both the educational sessions and speakers’ programs. The Keynote Speaker, Steven Covey, Jr. will present about “The Speed of Truth.” Marci Shimoff, Plenary Speaker, will complement Mr. Covey with her presentation about being “Happy for No Reason.”

Educational sessions with thirty-five programs plus two special tours are currently scheduled. Local tours of the University of Pennsylvania and Bryn Athyn College are also planned. A special evening at the Franklin Institute will also be part of the unique opportunities for experiencing a taste of Philadelphia. Several guest tours and a golf outing are also in the offering.

The Hall of Resources layout was a challenge but one that was tackled through combined efforts of the host committee. The Hall will be in two, adjacent ballrooms and the connecting foyer. The challenge was to make it all desirable business partner space. It should be noted that interest in sponsorships and vendor booths has exceeded supply illustrating the value of this event to our business partners.

The host committee has exceeded expectations in their level of effort as well as commitment in preparing for this event. While such accolades may be routine for those serving on these committees, the DVAPPA chapter leadership feels recognizing these efforts is necessary and respectful. Truths and Pursuing Happiness… ERAPPA’s 2012 Philadelphia Regional Conference is taking shape.


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6. Membership

The DVAPPA Chapter’s membership remained fairly consistent in 2011-2012 with the total number of institutional members averaging about 40 institutions.

Institutional Membership - The effort to attract new institutional members by offering potential business partners the opportunity to obtain BP membership (and bypass the waiting list) by recruiting a new institution has generated one new membership. Plans for the coming year are to continue to reach out to lapsed member institutions and identify potentially new institutions for membership.

Business Partner Membership - We continue to actively review the list of Business Partners to eliminate inactive firms and invite new interested firms to join from our waiting list. Business Partners are expected to attend at least one chapter event per year to remain active. The waiting list for our BP memberships is strong. We have been successful in balancing the membership between Business Partners and Institutions. We have increased our business partner membership to 60 members which keeps the ratio of business partners/institutions at a desirable level.

7. Scholarships DVAPPA actively encourages members to pursue scholarships. Interest in scholarship support has been minimal but it does not appear to be limiting participation from members.

8. Awards and Recognition It is with great pride and honor that our chapter can count Glenn Smith from Bryn Mawr College as a member. In April 2012, Glenn was elected to the position of President-elect of APPA for 2012-

2013. Glenn continues to be a key advisor to DVAPPA and his new role is a testament to his commitment to APPA and the development and programs it offers. Glenn is an active member of DVAPPA and has been for many years. His selection for this role is a validation of the leadership he has provided for DVAPPA, ERAPPA, and APPA.


As mentioned above, the main initiative for the chapter in the near term is the planning for the ERAPPA Annual Meeting in 2012. Volunteers from the chapter membership have been working on the event for over a year. The ERAPPA Annual Meeting is a highly valued and well attended event and the chapter is putting all its resources behind the host committee and its members.


The main concern for the past year was to attract members to serve on the chapter board to fill existing vacancies and increase the number of potential future board candidates. One of the main challenges to this effort has been to identify members who have the desire and the interest to participate at the level that is needed to keep the chapter relevant and valuable to its membership.

As everyone is aware, DVAPPA is hosting the ERAPPA Annual Meeting this fall at the Lowes Hotel in Philadelphia, PA. The conference planning has been a significant effort and the main focus of the chapter’s resources over the past year. The co-chairs of the host committee, Kathy DiJoseph and Andy Feick, have provided ERAPPA with regular updates on the conference’s planning and at the time of this writing, there are no major concerns. However, it merits notice that the host committee


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for DVAPPA has relied upon significant support from business partner members to complete all the tasks associated with the conference. In addition, much of the host committee institutional leadership is the same personnel who also serve on the DVAPPA board and support the local chapter events. This situation has limited the available resources for chapter events which is reflected in the decision to cancel some chapter meetings which normally occur around the time of the ERAPPA conference. While this lack of depth in manpower and resources is a necessary evil that most, if not all, chapters face in their host committee efforts, we feel it necessary to voice how challenging the hosting of the conference can be to the regular chapter needs.

Over the winter, member institutions were polled to identify candidates who may be interested in serving on the board and several new members were contacted. The effort resulted in these members agreeing to be considered for election. Earlier this year, the candidates for vice-president and secretary became elected board members. However, this result does not end the effort to recruit more candidates for future open positions but it does provide the board with a few more resources to pursue its current programs and initiatives.


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Keystone Chapter KAPPA

Joseph Wojtysiak, Chapter President Harrisburg Area Community College

1. The Leadership

Elected Members President Joe Wojtysiak Harrisburg Area Community College First Vice President Ed Dankanich Penn State University – Harrisburg Second Vice President Pete Buchheit University of Pittsburgh at Bradford Technology Past President Beth Clark Penn State University Treasurer Frank Connelly Thiel College Director Daniel Barlup Penn State University – Harrisburg Director Andy Wilson Slippery Rock University Director Rick Phillips Penn State University Secretary Lenny Libbon Carnegie Mellon University

ERAPPA Committee Representatives Chapter Affairs Joe Wojtysiak Harrisburg Area Community College Professional Development Frank Connelly Thiel College Membership Pete Buchheit University of Pittsburgh at Bradford Technology & Communications Rick Phillips Penn State University

APPA Committee Representatives None


There has been no change in the leadership structure since the last report.

3. Chapter Events in 2011-2012 Spring 2012 Meeting Hershey Lodge Hershey, PA April 10 – 11, 2012 Fall 2012 Meeting Sheraton Erie Bayfront Hotel/Convention Center Erie, PA October 17 – 18, 2012

4. Chapter Events Planned for 2012-2013 Spring 2013 Meeting OMNI Bedford Springs Resort

Bedford, PA Date to be finalized


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Fall 2013 Meeting TBD Altoona, PA Date to be finalized

5. Membership

While recent attendance has approached nearly two hundred attendees, there will be a concerted effort to increase institutional membership in 2012 and 2013. Existing institutional and business partner members have been asked to help with this initiative.

6. Scholarships

The Chapter awarded four scholarships during the Annual Business Meeting conducted during the Spring 2012 meeting in Hershey, PA. Each scholarship – named for Norman H. Bedell – is valued at $1,500 and can be used for any APPA Professional Development program. The recipients were: Frederick Eddinger (Millersville University), John Eberly (Harrisburg Area Community College), Glenn Gross (Carnegie Mellon University), and Russell Reese (Penn State University).


Kathy Bamat, Pete Buchheit, and Tristan Delgiudice, were awarded the Certificate of Merit for their service on the Board and to the Chapter.


The main initiative for the 2012-2013 KAPPA officers is to increase institutional membership in an effort to foster increased collaboration and best practice sharing among institutional members, as well as to give business partners increased exposure. The Chapter is also interested in pursuing joint meetings with neighboring Chapters; recognizing that travel/training budgets are very tight at our members’ institutions and firms.


Business Partner Support remains very strong; however, the ratio of business partners to institutional members remains as a concern. The focus on increasing institutional membership should remedy this concern.

10. Finances and Chapter Dues

The KAPPA Chapter remains financially sound, having hosted a successful ERAPPA Annual Meeting in 2010. Membership dues are not collected in the KAPPA Chapter; rather, membership is based on meeting attendance and registration fees collected at each Chapter meeting.


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11. Event Formats and Costs

KAPPA has Semi-Annual Meetings (typically April and October) with our Business Meeting and Chapter Elections occurring at the Spring Meeting. Our meetings begin with a welcome luncheon followed by our guest speaker, a vendor reception that includes exhibits and networking, and concludes with dinner. The focus of Day Two is robust professional development. There are at least two, if not three, tracks which include at least two educational sessions each. The meetings conclude around lunch on Day Two. Our members can choose full participation ($125), Day One participation ($95), or Day Two participation ($65). In addition, Business Partners can request a booth ($400) or provide sponsorship ($400), each of which includes one full participation registration.


Business Partner Support remains very strong; however, the Chapter continues to be concerned about the ratio of business partners to institutional members.


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MARYLAND-DC CHAPTER MD/DC APPA

Nancy Yeroshefsky, Chapter President University of Maryland College Park

1. Chapter Leadership

President Nancy Yeroshefsky University of Maryland College Park President-Elect Kevin Mann Salisbury University Past President Leon Bivens University of Maryland Eastern Shore Treasurer Gary Viola University of Maryland Baltimore Secretary Sheri Vucci Smithsonian Institution Third Term Director Paul Mace Wor-Wic Community College Third Term Director Mona Bernard The George Washington University Second Term Director Dan Branigan St. Mary’s College of Maryland Second Term Director Richard Weil The Catholic University of America First Term Director Charles Bagley University of Maryland College Park First Term Director Douglas Fairley American University

ERAPPA Committee Representatives Chapter Affairs Nancy Yeroshefsky University of Maryland College Park Professional Development Mona Bernard The George Washington University Membership Leon Bivens University of Maryland Eastern Shore Technology Richard Weil The Catholic University of America

APPA Committee Representatives No Representatives


The Bylaws were last revised at the Fall 2009 Chapter meeting, changing terms of office to two-year terms for certain board positions. The Board is considering revisions with regard to changing eligibility requirements to run for certain positions, to broaden the pool of candidates. If those revisions are finalized, a vote on the changes will take place at our Fall Educational Program.


Board of Director Meetings and Conference Calls o In preparation for the Joint Conference with NJAPPA, the Board held a number of

conference calls that included the MD/DC Board and reps from NJAPPA: Dates of calls were, in 2011: August 10, September 13, December 12, and in 2012: January 24, February 8, April 23.

o August 26, 2011-Conference Call - Planning Meeting for Wor-Wic Program (hurricane prevented travel to onsite meeting)

o October 21/22, 2011-Planning Meeting –at Ocean City, MD (following Fall Program). This was a combined Board Planning meeting with reps from NJAPPA to plan for the 2012 joint venture.

o January 20/21, 2012-Annual Planning Meeting o February 27, 2012-Conference Call

http://www.mddcappa.org/index.html


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o March 22-24, 2012-four Board members attended the Mid-Year Meeting in Philadelphia

o March 26, 2012-Conference Call o April 20, 2012-Planning Meeting for June program at Catholic University o May 21, 2012-Conference Call o July 23, 2012 – Conference Call

Fall 2011 Educational Program

October 2011, a Fall Educational Program was held at Wor-Wic Community College. The meeting was well attended with over 80 participants. The meeting offered 3 educational tracks from which attendees chose 2 of 3 to attend. The topics included: “Geothermal Heating & Cooling Systems” presented by Oleksa Breslawec and Hollis Linehan of AKF, “A Decade of Synthetic In-Filled Turf” presented by Bill Seymour of Gale Associates, and “As Simple as Respect” presented by Nancy Yeroshefsky, MD/DC APPA President and Associate Director/FM Human Resources at UMCP.

Supervisor’s Toolkit: August 15-18, 2011, the University of Maryland (Baltimore) hosted the Supervisor’s Toolkit and thirty (30) participants attended, representing eight different institutions, including guests from SRAPPA’s Loudon County Public Schools.

2012 Joint Conference (Replacing our Annual Two-Day Chapter Program typically held in June) - Held May 3-4, 2012 (Board Meeting May 2nd).

This was an “experimental” joint venture between MD/DC APPA and NJAPPA. Both chapters decided not to hold their traditional/annual “Spring” multi-day meeting and instead partnered on this Joint Conference. The program included a keynote and plenary speaker as well as concurrent workshops. The program was successful with over 180 registrants. Although not the primary objective, the conference was also financially profitable.

Summer 2012 Educational Program June 2012, a Summer Educational Program was held at The Catholic University of America. The program was well attended with approximately 120+ participants. This was a record-breaking crowd! The meeting offered 3 educational tracks from which attendees chose 2 of 3 to attend. The topics included: “Providing Environmental Stewardship in 2012 and Beyond,” “The Perfect Storms: Lessons in Facilities Emergency Recovery,” and “Writing and Delivering Performance Evaluations.”

NFM&T

March 2012, the Chapter hosted a booth at the 2012 National Facilities Management & Technology Expo (NFM&T) in Baltimore, Maryland. This was a great opportunity for the Chapter to promote its local programming, the benefits of APPA membership, and the 2012 ERAPPA

Annual Meeting.

Annual Two-Day Educational Program

Held June 16-17, 2011, at the Rocky Gap Lodge and Golf Resort, Cumberland, MD. More than 70 attendees were at this meeting. Two educational programs were offered:

Internal Selling – Getting to Yes, presented by Norm Young, Univ. of Hartford and Bill Johnson Haley & Aldrich; and


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Facility Capital Investment Planning, presented by Jim Whittaker, President, Facility Engineering Associates

4. Chapter Events Planned 2012-2013

August 24, 2012 – Board of Directors Fall Planning Meeting at CCBC-Catonsville

October 19, 2012 – Fall Educational Program at CCBC-Catonsville Campus. Workshop topics

are not yet planned.

5. Hosting for Upcoming ERAPPA Conference

The MD/DC APPA Board continues to support the ERAPPA annual conference by sending representatives to the mid-year meeting and to the annual meeting.

6. Membership

Our Institutional Membership numbers are holding, if not growing, despite the economic climate. Our Business Partner Membership continues to grow. We continue to make attempts at recruiting new members including K-12 and community colleges and will hold our Fall Program at a community college that is one of our newest members.

7. Scholarships MD/DC APPA awarded three 2012 scholarships at the Fall 2011 meeting and will award up to 3

scholarships at the Fall 2012 meeting. The awardees were: Jeffrey Bull from the University of

Maryland (Baltimore), Neil Kennovin from Salisbury University, and Marcus McEaddy from

American University. Additionally, ERAPPA awarded 2012 scholarships to two of our members:

Juan Allen from American University and Bob Maddux from Salisbury University.


None to report

9. Major Initiatives Membership. The Chapter continues to develop membership by establishing personal contacts.

Educational Needs. The Chapter strives to provide meaningful educational topics for members and

strives to be a resource for its members.

Technology. The Chapter is continuing to work on webpage improvements and use of technology

for registration and payment for programs.

Logos. As part of ERAPPA’s initiative to have all chapters update their logos to align with APPA,

MD/DC APPA updated their logo in June.

Tax Exempt Status. The Chapter filed the necessary paperwork to become tax exempt in the state of

Maryland.


None at this time


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NEW JERSEY CHAPTER NJAPPA

Andrew Christ, Chapter President New Jersey City University

1. The Leadership

President Andrew Christ New Jersey City University President Elect Brian O’Rourke Raritan Valley CC Past President Mark Showers Rowan University Treasurer Dave DeHart Rutgers University Secretary Tim Carey Montclair State University Director Robert Comero Monmouth University Director Ken Olsen Ocean County College Director Patty Smith Drew University Director Julius Raichle Ocean County College ERAPPA Committee Representatives Membership Brian O’Rourke Raritan Valley CC Professional Development Dianne Gravatt Rutgers University Chapter Affairs Mark Showers Rowan University Technology Robert Comero Monmouth University APPA Committee Representatives No Representatives


There were no modifications made to the By-Laws of the NJAPPA Chapter through July 2012. The By-Laws appear on the Chapter website at http://www.erappa.org/NJAPPA/constitution-a-bylaws.html


Fall 2011 Membership Meeting Raritan Valley Community College Conference Center

Branchburg, NJ

October 28, 2011

89 attendees

Presentations by:

Raritan Valley Community College – River Friendly

Certification

Rutgers University – Storm water Regulations Update

International Masonry Institute – Job Site Troubleshooting

RestoreCore – Mold Remediation

Winter Education Session Rutgers University

New Brunswick, NJ

January 20, 2012

51 attendees

Co-sponsored with the NJ Higher Education Partnership for

Sustainability


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Event began with a presentation by the Chairman of the

Board of Public Utilities and then included several

educational tracts concentrating in energy conservation,

renewable energy, and incentive program participation.

Spring 2012 Membership Meeting Kean University Conferencing Center

Union, NJ

April 26, 2012

57 attendees

Presentations by:

Ocean County College – Energy Master Plan

Implementation

Rowan University – Using GIS as a Facilities Tool

Chapter Elections were held at this meeting.

Spring 2012 Conference “Solutions for Success”

Clarion Resort Fontainebleau

Ocean City, MD

May 3-4, 2012

138 Attendees

Joint Conference with the MD/DC Chapter

Variety of educational offerings were provided


Summer 2012 Event Food Recovery Challenge

Rutgers University

Co-sponsored with the US EPA

July 25, 2012

Fall 2012 Membership Meeting Drew University

October 26, 2012

General Membership Meeting

5. Hosting for Upcoming ERAPPA Conference

2014 Atlantic City, New Jersey September 21 – 24, 2014 NJAPPA Co-Chairs Mark Showers Rowan University

Andrew Christ New Jersey City University

The Host Committee is being formed.

6. Membership

NJAPPA has embraced the APPA initiative to encourage membership by community colleges. Recently, we have added several community colleges to our active member status, including some that were never members of the organization previously. In addition, we have used scholarships to encourage attendance from non-member institutions at our annual conference, held jointly with the MD/DC chapter, in the hope of encouraging continued participation from these institutions. Finally, a recent effort with the Association of Independent Colleges of New Jersey has resulted in three institutions that had been members in the past returning to active participation, including Centenary


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College, Drew University, and Princeton University. These efforts will continue with the goal of bringing back some of the charter members of the organization into the fold.

7. Scholarships

The Chapter awarded four scholarships during the Board of Directors Meeting in April 2012 to enable institutional members to attend the joint meeting with the MD/DC chapter in Ocean City, Maryland. As a part of our membership recruitment initiative, institutions that had not attended an NJAPPA Spring Conference in recent years were selected to receive scholarships. These included William Patterson University, Montclair State University, The College of New Jersey, and Brookdale Community College. Each selected institution sent representatives to this event, many of which had never attended a NJAPPA event previously. The Chapter expects to award up to 5 scholarships for attendance at the ERAPPA annual conference. We will evaluate the need for scholarships to future NJAPPA events on a case-by-case basis.

8. Awards and Recognition Bob Cornero was recognized with an APPA Pacesetter award at the 2012 APPA Annual Conference in Denver, CO. The Pacesetter Award is designed to encourage further participation in APPA among those who have already made significant contributions at their regions or chapters. As we know, Bob has made a long standing and significant contribution to the New Jersey Chapter of APPA as a member, Director, and Technology Committee chair. He has moved the New Jersey Chapter to new heights with a state of the art website, online data storage system, and a social media presence. Bob successfully co-chaired our recent Spring Conference with MD/DC APPA and has been integrally involved in past NJAPPA meetings and events. He also contributes at a regional level as Vice President for Technology of ERAPPA.

9. Major Initiatives The NJAPPA chapter has undertaken a major recruiting initiative to attract more institutions to the NJAPPA events. This has included scholarships, timely and interesting speakers, including CEU credits when possible, and moving the events around the state to minimize the impact on travel during these difficult economic times.

10. Major Areas of Concern Business Partner Support remains very strong; however, the Chapter is concerned about the ratio of business partners to institutional members in attendance at our general membership meetings. Our focus on increasing institutional membership should remedy this concern.

11. Finances and Chapter Dues The NJAPPA Chapter is financially sound, having hosted successful annual conferences and making sound decisions on spending. We are in a good position moving toward the ERAPPA 2014. Membership dues are nominal at $100 per year for the NJAPPA Chapter institutional members and $200 for business partners.


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12. Annual Meeting and Educational Session Formats and Costs

NJAPPA has Semi-Annual General Membership Meetings (typically April and October) with our Business Meeting and Chapter Elections occurring at the Spring Meeting. Our meetings begin with a light breakfast, followed by a main guest speaker. We have used multiple tract formats and single tract formats for the sessions that follow the main speaker. These one day events then include a networking lunch and business meeting. These meeting have a nominal fee of $10 to cover the cost of the lunch for the individual attendee.

Our annual conference is typically a two and a half day event, which includes a networking evening event to kick off the meeting. Day two includes a keynote speaker, typically a motivational speaker from outside the organization, a networking lunch, and then afternoon education sessions using a multiple tract format. These breakout sessions typically provide CEU opportunities for Architects, Engineers, and LEED accredited professionals. The cost of this conference is typically $150 to $200 with travel and lodging arranged and paid for by the attendees.

NJAPPA typically hosts one or two institutional member only events throughout the year. These typically occur in the winter or summer months and focus on technical topics for University facilities professionals. These events are typically free for the participants and may include lunch.

13. Business Partner Relationships Business Partner Support remains very strong; however, the Chapter is concerned about the ratio of business partners to institutional members in attendance at our general membership meetings. Our focus on increasing institutional membership should remedy this concern.


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NORTHERN NEW ENGLAND CHAPTER NNECERAPPA

Anita Bailey, Chapter President Phillips Exeter Academy

1. The Leadership Anita Bailey Phillips Exeter Academy President Leo Deon University of Maine Farmington Vice President John O’Shaughnessy St. Paul’s School Secretary/Treasurer Gary Hill Dartmouth College New Hampshire State Director Steve Peary University of Maine, Orono Maine State Director Paul Campo University of Vermont Vermont State Director Dale DeBlois Colby College Ex-Officio Past President

Committee Chairs Connie Simmons Phillips Exeter Academy Membership Chair Dan Gearan University of Southern Maine Technology Chair David Barbour Retired Emeriti Chair Richard Battistoni Saint Michael's College Professional Development Chair Rich Wolbach University of Vermont Business Partner Chair

Our chapter continues to hold semiannual meetings in March and October on the campuses of institutional members, just as we have since our chapter was established in 1978. Our population of K12 members continues to grow thanks to the work of some key individuals from all three states. Attention to our membership numbers remains a priority as we strive to provide education program selections that reach out to a variety of facility areas.

Our financial position continues to remain strong, in part due to the success of our chapter meetings and as a result of the support of our Business Partners through their membership dues, booth rentals, and sponsorship of chapter events.

Attracting member institutions to serve as chapter meeting hosts is always forefront in our initiatives. Spring breaks at most schools provide the right schedule for spring chapter meetings. The fall continues to challenge our efforts, since most of our member schools do not have a break period that allows for a fall venue. Looking ahead a few years, we are fortunate that the slots are generally filled.

As a means of guiding host schools through the process, we have now converted our former hard-copy “Process Book” to an electronic format, available on our web site through secure access. We are fortunate, too, to be able to make partnering with a conferencing service available to hosts, taking away some of the guess work by providing consistent information based on past meetings, and handling things such as registration, timelines, and budget support.

At the heart of any successful organization are the people behind the scenes who make it all happen. Our volunteer board and committee members are committed to excellence and working hard. I am fortunate to have worked alongside my team for the last year, with one more year ahead.


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Chapter offices are 2 year terms- elections were last held in March 2011 at the Norwich University. Spring Conference. The next elections will be held in March 2013. We will form a nominations committee this fall towards that end.

Our Annual Chapter Business Meeting was held at Phillips Exeter Academy this past March, giving the board the opportunity to report out to our membership attending.


The Fall 2011 Chapter Meeting was held at Bates College in Lewiston, Maine on October 20th and 21st. As mentioned earlier, fall meetings continue to be a challenge, and although we keep the option open for a chapter meeting at an off-campus site such as a conference center, we have not had to exercise that option in some time. Under the theme “Fall-ing Leaves…Brings Bright Ideas”, Linda Carter, Brenda Pelletier, Dan Nein and their team did a great job all around. Their 4 track educational grid consisted of: Grounds Maintenance, Energy, Professional Development, and Custodial/Building Maintenance. With attention to every detail, they even provided stellar weather.

The Spring 2012 Chapter Meeting was held March 8th and 9th at Phillips Exeter Academy in Exeter, NH, which included our Annual Business Meeting. Tying into this 231 year old campus was the theme: “Preserving Our Heritage”, offering tracks in Custodial, Planning for Success, Wayfinding, and Construction/Design Management. Special guest speaker Dr. Mark Taylor provided a two-session program on Managing for Success in the Multigenerational Workplace, made possible through the support of P.I.E funds from ERAPPA. Connie Simmons and Anita Bailey lead a team of hard working facilities employees and emeritus member Don Briselden resulting in a successful and well attended conference, with 122 institutional members and 52 Business Partner booths. Once again, the weather played an important role, with warmer than usual March days.

4. Chapter Events Planned For 2012-2013

Fall 2012 Meeting: Colby College, Waterville, ME on Oct. 15-16.

Spring 2013 Meeting: Dartmouth College, Hanover, NH. on March 21-22.

5. Membership

Our Business Partners contribute to the success of our twice yearly conferences, providing networking opportunities, as well as financial support.

Business Partners have a captive audience at our meetings and their yearly dues, booth registrations and sponsorships help fund both our meetings as well as other facets of our organization.

Business Partners benefit from the exposure they get at the chapter meetings through booth visits and general networking opportunities. They also attend education sessions and often share their expertise by serving as session speakers. Both Institutional and Business Partner members receive a hard copy of our annual Membership Directory which contains all active Members, Business Partners as well as general information promoting APPA, ERAPPA, and the chapter.


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6. Scholarships

Our chapter offers a variety of scholarships:

Our standard scholarship for the FMI, with two scholarships per state twice a year- for a total

of 12 scholarships. We increased the value of this scholarship a few years ago to help cover

the cost of travel and/or lodging.

Second scholarships to other APPA/ERAPPA educational opportunities- one per state per

year for a total of 3 scholarships.

And a scholarship award to each institution hosting a chapter meeting to be used by an

individual from that institution toward an APPA related training or event.

7. Initiatives

a. Our Professional Development Committee Chair, Rick Battistoni, works with each host school toward the process of offering a CEU session opportunity for each education session time slot.

b. We are working on developing position descriptions for each of the board and committee chair positions, and will eventually have a link to each on the chapter web site at the leadership location. Providing information on each position will help us to work toward increasing membership interest in becoming more involved in the organization. We are always looking for new people to bring in fresh ideas and insights!

c. Getting our Process Guide on line as a means of providing guidance to schools hosting a chapter conference is one initiative that we have been successful in seeing through to completion this past year.

d. Recognizing members in some way was the driver behind the 2009 development of our Chapter Recognition Pin Program. We recognize members for number of membership years (Emeritus, Member, 5 year, 10 year, 15 year, and 20 year plus) and announce awards at each conference banquet. Recognition pins are determined through an on-line application process, and include pins for both Institutional Members and Business Partners.

e. Keeping our emeritus members included has been through the successful efforts of our emeritus committee chair, Dave Barbour. Dave organizes twice yearly lunches, with the chapter president invited, and sends chapter correspondence such as board meeting minutes to the members. He also makes sure that the board hears their comments and concerns. Our free registration for emeritus members remains attractive, and we are fortunate to have a number of emeritus regularly attend chapter meetings.

8. Major Areas Of Concern

The culmination of the board’s and committees’ work is focus on the semi-annual chapter meeting. We list 114 institutions in our annual membership directory from all three states, but in reality, many of those are K-12 schools with one or two individual members. The real number of institutions able to host a chapter conference is much smaller. Although we rotate among a committed group of schools willing to host, we share the task of encouraging those who have not hosted in some time due to changes in leadership, budget cuts, or whatever reasons there may be, to reconsider. Our membership benefits from these chances to get together as a group, and having a variety of venues located at all corners and in between keeps interest high. We are fortunate to have a core group of schools willing to step up to the plate when the time comes, but will continue


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to try to raise interest in hosting for others- especially those who can fill in the more difficult fall time period, devoid of campus break periods.

9. Finances And Chapter Dues

As of our last Annual Treasurer’s Report, issued at the March 2012 Business Meeting, we

had a balance of $63,987, putting us below our 2011 balance. Typically, our highest

balances will be closest to the time when we host the ERAPPA Annual Meeting, and will

stay at a healthy but steadily declining level until our next time hosting.

Since March of 2011, we have had an income of $126,688.65 and expenses of $87,701.74

for a balance of $63,987 as stated above.

Our income is based on revenue from our conferences ($37,947.13) and Subscribing

Business Partner Membership Dues ($11,317.83), while our expenses are comprised of

Chapter clothing & recognition, conference planning, administrative fees, and scholarships

for a total of $87,701.74.

We maintain a solid financial position and continue to look at new initiatives to help

promote the chapter and make training more accessible to a larger audience.

10. Event Formats and Costs

Our twice yearly meetings are similar to the ERAPPA meeting format. We hold a two day multi-track meeting, typically on a college, university, or private school campus with the Board arriving a day early to conduct business.

We continue to try to hold our full registration costs for the meeting at $99, which helps our attendee numbers.

The total participants for our last 2 meetings were 241 at Bates College in Lewiston, ME in the fall of 2011, and 272 at Phillips Exeter Academy, Exeter, NH in the spring of 2012.

Our Business Partner numbers vary depending on the venue provided, with those not able to obtain a booth, realizing they are not allowed to do business in the Business Partner areas. We have had little to no major issues enforcing this, and hope to continue this success.

Our spring conference had total expenses of $65,326.99, with an income of $81,896.89 for a net of $16,569.90.


With a Chapter Business Partner Committee Chair, we continue to maintain a strong relationship with our chapter Business Partners and will continue to nurture this, along with balances to control BP to Institutional Representatives ratios. They are an important component to our organization, and will continue to be so. We run our meetings using the ERAPPA Annual Meeting model, with our Chapter Business Partner Committee Chair having oversight of the activities related to interaction between BP’s and institutional members. Our Business Partners are important, but our strongest focus remains on the value of our institutional membership, “Developing Facilities Professional”, as our tag line states.


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New York Chapter NYAPPA

Nasrin Parvizi, Chapter President SUNY Cortland

1. The Leadership President Nasrin Parvisi SUNY Cortland 1st Vice President George Stooks SUNY Geneseo 2nd Vice President Barry McHugh University of Rochester Treasurer Mark Frost Sienna College Secretary Bridgette Anderson Dutchess Community College Past President Jeffrey P. Foster University of Rochester Directors Masoom Ali Nassau Community College John McEnrue SUNY New Paltz Robert K. Britton Syracuse University Rex Giardine Syracuse University John Shupe SUNY New Paltz Steven J. Bellona Hamilton College Alternate Directors Tom Rathbone SUNY Oneonta Kyulang Whang Cornell University Mike LaPoint Nazareth College John Moore Rochester Institute of Technology

CHANGING LEADERSHIP

Since ERAPPA 2011, three alternate directors have left the Board. New Directors added during the past year include: Rex Giardine moved from Alternate to Director; Tom Dreyer and James Pepe resigned from the board due to moving from the area. New Alternate Directors during the past year include:

KyuJang Whang…………………………Cornell University Mike LaPoint……………………………… Nazareth College John Moore………………………………Rochester Institute of


The Chapter By-Laws have been revised and were approved by membership and posted on the website.


Collaborative Meetings by NYAPPA and SUNY/PPAA - NYAPPA and SUNY/PPAA will continue to hold Jt. Summer Conferences and Annual Meetings SUNY conducts a Winter Conference. NYAPPA and SUNY have agreed to hold the NYAPPA’S Winter Board Meeting at the SUNY Winter Conference location in Cooperstown, NY and to also hold a joint board meeting. We are continuing to hold two Joint Board Meetings a year, along with four separate NYAPPA Board Meetings.


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2011 Joint Conference - We held our joint annual meeting with SUNY/PPAA from July 12-14th in Albany in 2011. The conference was titled “Crossroad to the Future- Maintaining Today- Prepare for Tomorrow”. It was well received by 163 members and 139 business partners and provided great educational sessions, as well as, tours of campuses, the capitol Building and great networking opportunities for members. There were seven educational sessions presented. A few concurrent tracks and topics from sustainability, maintenance, code, etc. were provided to choose from. The conference was jointly sponsored by Sienna College and SUNY Albany. A NYAPPA Board Meeting was held on July 11 preceding the summer conference and a joint board meeting with SUNY/PPAA was also held.

APPA’s Supervisors Toolkit - Due to lack of attendance this NYAPPA sponsored APPA’s Supervisor’s Toolkit was canceled for fall of 2011 and was agreed to replace with the newly developed “Drive in Training” program. From the Grounds Up VI - On April 4th, the chapter held its bi-annual “From the Grounds Up, VI” conference, a one day training seminar hosted at Syracuse University. 90 members attended the conference and learned about ground management. NYAPPA’s Board Meetings - On July 11, 2011, NYAPPA conducted a Board of Director’s Meeting in Albany, NY, the day before the joint summer conference. A joint board meeting was held with SUNY/PPAA. Items discussed included:

o NYAPPA Board Openings o NYAPPA Website and list serve updates o ERAPPA 2013 conference planner update

On January 30, 2012, NYAPPA conducted a Board of Director’s Meeting in Cooperstown, NY. The winter conference followed from1/30-2/1 with SUNY/PPAA, also in Cooperstown, and 136 members attended. This meeting was mainly for public institutions affairs and education and was only open to the members and not business partners. It was a great venue for the exchange of ideas and best practices. Greg Scott, President of ERAPPA attended and addressed the members. Public institutions learned from State University Construction Fund of the new capital plans, as well as, New York Dormitory Authority about new bonds. Items discussed included:

o The joint SUNY/PPAA and NYAPPA summer conference and annual meeting, associated contracts, education sessions and AIA credits.

o Spring 2012 “From the Grounds Up, VI” Seminar in Syracuse, NY. o March 2012 ERAPPA Mid-Year conference in Philadelphia o Summer 2012 Joint Conference and Annual Meeting in Poughkeepsie, NY o Fall 2013- ERAAPA Annual meeting in Rochester, NY.

On April 3rd, the Board held a meeting prior to the seminar in Syracuse, NY, to discuss upcoming meetings, as well as, Rochester 2013 committees.


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Recently on July 16, 2012, the board held a meeting in Poughkeepsie, NY, prior to the 2012 annual meeting “Your Bridge to Success” concluded (July 17-19, 2012). The details of this meeting will be reported in our upcoming report.

4. Chapter Events Planned for 2011-2012 October 4, 2012 NYAPPA Board Meeting At ERAPPA Fall Conference, Halifax, NS January 29, 2012 NYAPPA Board Meeting and Joint Board Meeting with SUNY/PPAA Cooperstown, NY April 4, 2012 From Grounds up VI Hosted by Syracuse University, Syracuse, NY July 17-19, 2012 SUNY/PPAA and NYAPPA Summer Conference

“Your Bridge to Success” jointly sponsored by SUNY New Paltz and Dutchess Community College.

September 29, 2012 NYAPPA Board Meeting At ERAPPA Fall Conference, Philadelphia, PA Fall 2013 Drive In Training, Elmira, NY January 2012 SUNY/PPAA and NYAPPA Combined Board Meeting Cooperstown, NY April 2012 NYAPPA Board Meeting and Spring Conference

Fall 1013 ERAPPA, SUNY/PPAA joint annual meeting, Rochester, NY

5. Hosting for Upcoming ERAPPA Conferences

NYAPPA is currently slated to host ERAPPA’s 63rd Conference in 2013. BTI has been contracted as the conference planner. George Stooks, SUNY Geneseo and Barry McHugh, University of Rochester, have been named co-chairs. Plans are underway for this event. The location is set at the civic center, as well as, dates to be September 29th to October 2nd, 2013. The seven committees; Education, Speaker, Entertainment, Spouse Activities, Golf Outing, Business Partners and Finance are being formed and members are being recruited.

6. Membership

A NYAPPA Board of Directors and Annual meeting were held at the summer conference. NYAPPA continues our Board Development Initiatives to balance directors between Private, State, and Community Colleges in order to best serve and represent the higher education facilities through NY. We continue outreach to statewide higher education institutions to increase our service and membership base.

NYAPPA has been successful in stretching across NY, adding Board Members from Buffalo to New York City. The NYAPPA executive committee is committed to keeping the Board an approximately


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50/50 split between SUNY and private colleges, adding in CUNY colleges, plus one high school. We expect this to give us the representation we need to serve all the higher education facilities throughout the state. We still have director and alternate director’s positions open and will continue to work on development while at the ERAPPA Conference.

7. Scholarships

Two scholarships are available annually to the APPA Institute for Facilities Management. An award is made at each conference.


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ONTARIO CHAPTER OAPPA

Rick Zalagenas, Chapter President University of Waterloo

1. The Leadership

Past President Bob Carter University of Guelph President Rick Zalagenas University of Waterloo Treasurer Claudio Brun del Re University of Ottawa Energy Subcommittee Chair Hugh Briggs Lakehead University ERAPPA Committee Representatives Membership Roy Langille University of Western Ontario Professional Development Kevin Gallinger Carleton University Chapter Affairs Rick Zalagenas University of Waterloo Technology Paul Martin University of Western Ontario


There has been no change in the structure since the last report. Dues are $210 per institution per year. The Chapter Membership consists of Universities in the Province of Ontario.


OAPPA typically meets 3 times a year for half a day. There is also a 1 day Annual meeting, which is held during the Annual Conference normally scheduled near the end of May.

The Quarterly Meetings were held at York University in Toronto in September, December and April.

The Annual Conference is hosted by a different university each year.

2012 Annual Conference: was held at Laurentian University in Sudbury, Ontario from June 5th to 8th.

The theme for this conference was “Universities on the Rocks”, playing on a double meaning in the sense that despite the fact we sometimes feel we’re walking on rocky ground, the success of our services, our institutions and of our organization is built on a rock-solid foundation that starts with our people.

The following topics were presented for discussion: Vendor Performance Monitoring Programs “Brain Software” - Words That Change Minds Operational Readiness Planning Perspectives on Energy Prices Re-setting the “Life Cycle Clock” – A Case for Campus Renewal Sustainable Operations / APPA Sustainability Assessment Tool Campus Roundtable Sessions: Challenges and Successes

The Annual Conference had excellent participation from OAPPA members with over 90% of member institutions attending and excellent support from sponsors which resulted in a very successful conference.


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Quarterly meetings are planned for September and December 2012 and March 2013. OAPPA’s Annual Meeting in 2013 is planned to take place at the University of Guelph, in Guelph ON. The Energy Committee continues to hold regular meetings.

5. Membership

Membership is stable and the participation rate is very good.

6. Scholarships

No scholarships were awarded this past year.

7. Awards And Recognition

A “Directors Challenge” award to promote engagement with the OCFMA chapter was won by Hugh Briggs from Lakehead University.


Group Energy Procurement; a RFP was prepared to solicit suppliers for bulk purchasing of electricity. The shortlisted suppliers had their enabling contracts reviewed and revised by a legal firm engaged jointly by the members. A future RFP will be issued for ongoing consulting services.

Best Practices in Procurement. The chapter is developing a “best practices” template dealing with various procurement issues in light of legislative changes.

College Sector Interaction (with OCFMA) continues to be actively promoted.


Environmental Legislation in the Province has changed, requiring various new reporting mechanisms on energy use, greenhouse gas emissions and publically accessible strategic energy conservation plans.


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Ontario College Facilities Management Association OCFMA

Angelo J. Miranda, Chapter Chairperson Seneca College

1. The Leadership Chairperson Angelo Mirande Seneca College Chairperson Elect TBD TBD Past Chairperson Harry Bakker Fanshawe College Secretary/Treasurer Kirk Fleming Loyalist College

Executive Committee elections are slated for OCFMA AGM 45 in Sudbury, ON in 2012. Executive Committee Meetings

Dec 05, 2011 All Directors Toronto - Routine Business Matters. Feb 06, 2012 All Directors – conference call – Preconference planning. May 14, 2012 All Directors Toronto - Routine Business Matters. Aug 13, 2012 All Directors Toronto - Routine Business Matters. Oct 15-17, 2012 OCFMA 2012 Conference & AGM 45, Boreal College, Sudbury, Ontario


Colleges Ontario is the advocacy and outreach association of Ontario Colleges. OCFMA is a coordinating committee operating within the framework provided by Colleges Ontario and reports to the Administrative Services Coordinating Committee (ASCC). The Association operates under member-approved Terms of Reference which underwent significant changes in 2010.


General membership meets annually at the Association’s Annual General Meeting (AGM) & Conference.

2011 Annual General Meeting & Conference

Dates & Location. OCFMA 2011 Conference & AGM 44 was held September 25 - 28, 2011 (Sunday to Wednesday) in Markham , Ontario by host Seneca College.

The 4th joint conference between Ontario Colleges Facilities Management Association (OCFMA), Administrative Services Coordinating Committee (ASCC), Colleges Ontario Financial Officers (COFO), and Ontario Colleges Purchasing Managers Associations (OCPMA) Approx. 150 delegates actively participated in educational tracks presented by our own Association members.

4. Chapter Events Planned In 2012-2013

General membership meets annually at the Association’s Annual General Meeting (AGM) & Conference. 2012 Annual General Meeting & Conference

Dates & Location. OCFMA 2012 Conference & AGM 45 will be held October 15-17 (Monday to Wednesday) in Sudbury , Ontario by host Boreal College.

http://www.ocfma.ca/


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The 5th joint conference between Ontario Colleges Facilities Management Association (OCFMA), Administrative Services Coordinating Committee (ASCC), Colleges Ontario Financial Officers (COFO), and Ontario Colleges Purchasing Managers Associations (OCPMA)

Approx. 150 delegates actively participated in educational tracks presented by our own Association members.

5. Membership

It is consistent with the Terms of Reference. Membership is limited to the Ontario Colleges. Membership is stable with very good participation from all institutions and from all levels of the facilities administration.

6. Scholarships & Awards

Building on the ERAPPA Awards, OCFMA introduced its Awards and Recognition Program to recognize Association Members who actively demonstrate excellence and professionalism in the advancement of facilities management of Ontario Colleges through advocacy, leadership and management, best practices, and collaboration. The following 2011 Awards were presented:

2011 President’s Award Phil Rouble Algonquin College

2011 Effective & Innovative Practices Award Shawn Harrington Fanshawe College

2011 Effective & Innovative Practices Award Spencer Wood Humber College

2011 Pacesetter Award Paul Mantle Lambton College

2011 Meritorious Service Award Blayne Mackey St. Lawrence College

2011 Meritorious Service Award Mike Rushton Algonquin College

The 2011 Builders Club New Ontario Colleges Facilities Directors Certificates presented to new Ontario Colleges Facilities Directors to recognize contributions of individuals who represent their respective College in the Association since its 1967 inception.


Strategic Plan - Implementation of the Association’s Strategic Plan remains an OCFMA key priority. This year we are focusing on two areas. The first is developing a reliable data base of existing college space and a model for projecting requirements. The second is to update the VFA data base and seek funding for cyclical renewal requirements for the sector.


Advocacy remains a critical priority for OCFMA, particularly with respect to establishing the need for adequate, long-term capital funding to properly address infrastructure renewal, facilities adaptation/renovations, and new infrastructure development/replacement priorities of member Colleges.


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SOUTHERN NEW ENGLAND CHAPTER SNEAPPA

John Michalewicz, Chapter President University of Hartford

1. The Leadership

President John Michalewicz University of Hartford Vice President Vacant TBD Secretary Tom Kane Bentley College Treasurer John Cannon College of the Holy Cross Board Members Keith Woodward Quinnipiac University

Jerry Sidio University Rhode Island Keith Macdonald Bridgewater State

Webmaster Jerry Sidio


The Board utilized both conference calls and face to face meetings to discussion issues including incorporation requirements, non profit status, insurance, future meetings, 2015 ERAPPA annual meeting, scholarships and on-line payments and registration.

In March 2011 of this year, the Southern New England Chapter of APPA, Inc, was granted a 503(c) non-profit status with an effective date of September 26. 2008.

In May 2011, SNEAPPA filed Return of Organization Exempt from Income Tax (form 900) appropriate to cover all time since the chapter was incorporated. All tax filings for the Chapter are up to date.

SNEAPPA Treasurer completed an annual self-audit of all financial accounts and records and presented a detailed financial report to the membership at the June meeting.

The Chapter is currently pursuing on-line payment and registration services to reduce burdens related to our meetings and activities.

SNEAPPA website maintenance and support continue to be a high priority for the Board.


The Chapter holds 3 meetings per year - Fall, Spring, and Summer. Chapter meetings begin 8am to 9am with registration, continental breakfast, and networking. Before the educational portion of the program begins, the Chapter President and other Board Members provide the Chapter Membership with business related updates.

Two educational sessions along with additional networking are provided before lunch, followed by tours of the hosting campus or venue. Our meeting usually adjourns by 2:30pm. In an effort to keep the meetings engaging, the Board may also provide an educational track session or contract with a guest speaker.

This year we met at

1. College of the Holy Cross


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a. Following a short meeting to discuss chapter and region related events, the day’s program

included two presentations;

b. Exceeding Expectations : Associate Director for Operations and Planning in Physical

Plant at the College of the Holy Cross had his article “Exceeding Expectations” published

in APPA’s Facilities Manager magazine. John presided over an interactive discussion

exploring how “expectations” present a challenge for all of us and how they can be

managed with simple techniques once recognized.

c. ADA Legal requirements; Mary Feeney, Bowditch & Dewey, Worcester, MA presented

on providing accommodations to students with disabilities, the determination of what is

"reasonable" requires a case-by-case, fact-specific analysis. This presentation explored

how the law and regulations, the regulating agencies, and advocacy groups have applied

that standard. We will also discuss some recognized alternatives to requests for

accommodations and when alternative accommodations are appropriate if the initial

request is deemed to impose an "undue burden" on the institution.

2. Lasell College

a. The day’s events started with a brief talk about the history of Lasell College and its ties to

the local community. A presentation by Chapter President John Michalewicz on the

current and upcoming chapter and regional events was made.

b. The days’ first session discussed Lasell College Bragdon Quadrangle Student Residence

(projected LEED Silver equivalent) -- Jana G. Silsby, AIA, LEED® BD+C, Associate

Principal, Perkins Eastman, talked about how the College community and the historic

neighborhood community have influenced the planning and design process for Lasell

projects and then focused on the common features that the last two residential projects

have both incorporated to become LEED Silver equivalent.

c. Sean O’Donnell, AIA, LEED® AP, Principal, Perkins Eastman, spoke about how the

Stoddert Elementary School (LEED Gold) is used as a green teaching tool for both

students and the community and how it has become a center for the community beyond

its educational function. Sean will also talk about how Dunbar Senior High School

(projected LEED Platinum) aspired to be net-zero and the challenges it faced

d. David Adamian, VP for Engineering & Operations & Bonny Bentzin, Director of

Sustainability at GreenerU, discussed approaches to addressing sustainability, deferred

maintenance and energy efficiency objectives in an integrated fashion. This discussion

drew on lessons from a number of GreenerU projects and touch on the following topic

areas:

i. Leveraging energy savings to enhance deferred maintenance programs

ii. Integrating energy efficiency planning with campus master planning

iii. Getting the most out of student engagement

iv. Retro-Commissioning

v. Strategies for structuring and implementing campus-wide energy efficiency

programs

3. University of Rhode Island – Main Campus -- (Annual Lobster Bake) –

a. General meeting of chapter held. Biannual elections were held and those listed above are

in office for the upcoming two years.


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b. Two educational tracks were offered with teach track having two sessions. These session

topics were: Sustainability: URI’s Strategic Plan, Smart Data Centers, Landscaping with

elegance and functionality and Constructions Challenges in URI’s North District.

4. Chapter Events for 2012-2013

For the upcoming year 2011-2012, SNEAPPA is planning the following events:

Fall Meeting(Nov 2012) --- To be determined

Spring Meeting(Apr 2013) --- To be determined

Summer Meeting(Jun 2013) --- To be determined

5. Membership

Attendance for all meetings has been strong with approximately 90-105 attendees. We continue to reach out to our constituency in an effort to provide educational programs that are relevant to our everyday professional responsibilities.

6. Scholarships and Awards

The Chapter’s had planned to present the Supervisor’s Toolkit to chapter members but this session was cancelled due to insufficient number of students. Many of the chapter’s member institutions continue to have travel restrictions which prohibit out of state travel. One scholarship award has been approved by the Board and will be awarded shortly – this scholarship will support the attendance at the APPA Institute.

Special awards, including the President’s Award are still in development.

SNEAPPA Treasurer John Cannon was recently awarded the Rex Dillow Award for his article Exceeding Expectations, which was published in Facility Manager Magazine. John was honored at the 2012 APPA Annual Meeting in Denver, CO.

7. Finances And Dues

The SNEAPPA continues to see solid registration numbers for the spring, summer and fall meetings. This has allowed the Board to pursue a scholarship program as discussed above.

Typically, the cost per meeting is based on the venue and can range from $75 to $105.

We work hard to get the registration and agenda out a month before each event and allow attendees the option of paying by check in advance or at the door.

We do not charge an annual fee for membership which keeps participation relatively inexpensive and easy.


Business Partners are welcome at all Chapter Meetings but do not provide any type of sponsorship. While we realize the importance of our Business Partners, we ask them to keep a low key or informal approach toward any type of member solicitation. In this respect, we hope to insure that our educational facilities attendees feel relaxed at the meetings.


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9. Welcome

Tom Kane from Bryant College was elected to the position of Secretary. All other board positions had incumbent members re-elected to their same positions. This provided a level of stability as the chapter prepares to host the 2015 annual meeting. The position of Vice President remains vacant. The Board has a special meeting upcoming to address this vacancy.

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