ERAPPA Annual Report to Membership

2017

ANNUAL REPORT

To Membership

2016- 2017

2017

Table of Contents

1. ERAPPA Board and ERAPPA Reps to APPA Committees Page 3

2. Presidents Message Page 4

3. Chapter Affairs Committee Page 6

4. Technology and Communications Committee Page 8

5. Membership Committee Page 11

6. Professional Development Committee Page 14

7. Annual Meetings Committee Page 18

8. Treasurer report Page 19

a. ERAPPA Year End Statement for FY 2016 Page 20

b. Proposed Budget for FY 2017 Page 21

9. Business Partner Representative Report Page 23

10. APPA Professional Affairs and Awards and Recognition Committee Page 25

11. APPA Membership Committee Page 27

12. APPA Emerging Professionals Committee Page 29

13. APPA Information and Research Committee Page 30

14. APPA Professional Development Committee Page 33

15. Chapter Affairs Committee

a. AAPPA Chapter Report Page 35

b. DVAPPA Chapter Report Page 38

c. KAPPA Chapter Report Page 41

d. MD/DC APPA Chapter Report Page 43

e. NJAPPA Chapter Report Page 46

f. NNECERAPPA Chapter Report Page 49

g. NYAPPA Chapter Report Page 52

h. OAPPA Chapter Report Page 54

i. SNEAPPA Chapter Report Page 56

2017

ERAPPA BOARD 2016 – 2017

President Steve Peary – University of Vermont

President - Elect Kevin Mann – Salisbury University

Vice President, Jessica Abbott – University of Hartford

Professional Development

Vice President, Membership Patty Smith – New Jersey City University

Vice President, Annual Meetings Matt Yencha – Cedar Crest College

Vice President, Technology Paul Martin – Western University Canada

and Communications

Vice President, Chapter Affairs Pete Buchheit – University of Pittsburgh Bradford

Secretary Jon Terry – Quinnipiac University

Treasurer Arthur Walsh – Dalhousie University

Past President Elizabeth Clark – Pennsylvania State University

APPA Liaison to ERAPPA John Bernhards – APPA

Business Partner Representative Amy Baker – Parette Somjen Architects, LLC

ERAPPA Reps to APPA Committees 2016 – 2017

Professional Development Committee Kevin Simpson - AAPPA

Membership Committee George Stooks - NYAPPA

Information & Research Committee Dan Gearan – NNECERAPPA

Awards & Recognition Committee Elizabeth Clark – KAPPA

Professional Affairs Committee John Michalewicz – SNEAPPA

Nominating Committee Steve Peary – NNCERAPPA

Bylaws Committee Kevin Mann - MDCAPPA

Emerging Professionals Committee Jessica Abbott - SNEAPPA

2017

President’s Message

Steve Peary, ERAPPA President 2016-2017

University of Vermont

Dear ERAPPA family, it has been an honor to serve as your ERAPPA President this past year! The trust

you have shown in me is humbling and inspiring. My APPA journey started in 1998, first at the chapter

and soon after the regional and international level. I have stayed involved and engaged because it has

always felt good to give back to something that has provided so much education, guidance, and growth.

This year I realized a growing sense of ownership in and responsibility for ERAPPA that continues to

guide me. I wish to extend a heartfelt thanks to all of you for allowing me this opportunity to serve.

Please read on to see how ERAPPA has grown this past year.

We are indeed part of something special. This collection of colleagues across our region is like no other.

No matter the size or location of our institutions, we face similar challenges and share in the same

triumphs. At the ERAPPA Annual Meeting and through ERAPPA programming delivered throughout the

year, we learn with and from each other, share best practices, commiserate over our challenges, and

strive for something better.

The engagement I have witnessed by our members who serve on Host Committees, ERAPPA

Committees, APPA Committees, and as Board Members is unparalleled. The quality of the work and

effort put forth by these individuals is outstanding – and remember, these are all volunteers! All of the

benefits you have come to enjoy through your ERAPPA membership – quality Annual Meetings,

professional development webinars, local delivery of APPA programming, and a robust scholarship

program – are all a result of this dedicated group of individuals. As you continue to partake of the

benefits of your ERAPPA membership, please consider giving back to the organization through service in

one of the aforementioned roles. Being an engaged member of the organization’s leadership is

rewarding and enlightening. Join us and help us grow the membership, broaden our offerings, and

continue our success!

In the last year, the ERAPPA Board has worked on a number of initiatives stemming from the

organization’s Strategic Plan. We continue to focus on providing outstanding educational and

professional resources to our members, expand our membership, and engage our Business Partners in

the organization. As such, the following initiatives have been at the forefront of our discussion, planning,

and action since October 2016:

APPA Credentialing Initiative – Still our largest financial undertaking outside of the ERAPPA Annual

Meeting, we designed this professional development initiative to target and benefit as many ERAPPA

members as possible. The ERAPPA Board is continuing the complete sponsorship of the APPA

credentialing preparatory course and examination for the Educational Facilities Professional (EFP) and

Certified Educational Facilities Professional (CEFP) programs. While we do have a target number of

participants in mind, at this time the program is open-ended. To date, 152 of your ERAPPA colleagues

have obtained the CEFP credential and 110 have obtained EFP credential. The Board is delighted in the

uptake for this program and encourages all ERAPPA members to consider how the EFP or CEFP may

benefit you both personally and professionally.

2017

Business Partner Liaison and Committee Members – The relationship between institutional members

and our business partners continues to flourish with increased and meaningful interaction from the floor

of the Hall of Resources through ERAPPA Committees to the Board. The integration of Business Partners

into the ERAPPA Board and Committees has served to clarify needs and expectations from and for

institutional members and business partners. To that end the BP committees has developed the roles

and responsibilities of their committee and a document that summarizes all the benefits of being a

Business Partner. Recognizing that our business partners are subject matter experts in a number of

areas of interest to our institutional members, the Board voted to operationalize the ERAPPA lunch-and-

learn webinar series. The series will continue to cover a variety of facilities-related topics and will occur

quarterly.

Finances – The ERAPPA organization is fiscally strong. The Board continues to act responsibly as the

stewards of ERAPPA’s assets and is very thoughtful and thorough when it drafts, reviews, discusses, and

adopts its annual budget. They are ever mindful of economic uncertainty and the shifts in planning and

pricing in the hospitality industry while budgeting for future Annual Meetings and ERAPPA’s operating

budget. We look for opportunities to positively affect as many members as possible with the decisions

we make, looking to put your membership dollars to the best possible use. Each Board member is an

advocate for conservative financial management with maximum benefit to the membership. Our

financial position is strong as is our commitment to your success.

Virtual Presence – The ERAPPA website receives continuous improvement as new content and features

are required or requested. The organization of the site has changed this year to make it easier to

navigate and to find the information you are looking for quickly. One significant change this year is the

creation of a member login area where our members can get even richer content and items that

exemplify the value of being an ERAPPA member. This includes the ability to share best practices and

solutions; search and view past webinars; search and view ERAPPA and chapter presentations;

discussion lists that capture the conversation for research by others later; and the ability to connect with

FM professionals in our region with certain skills as captured in our profiles.

In addition to these initiatives and in keeping with my theme of “Sustainment”, the Board has also

focused on our internal governance. We have completed our annual insurance reviews, undergone a

complete financial audit, and maintained the organization’s tax-exempt filings. When necessary, we

have adopted new or amended established policies, procedures, and practices to ensure the

organization continues to operate effectively.

On behalf of the Board, I extend sincere thanks to all of the volunteers who have worked so hard to

make all of the aforementioned accomplishments happen. This is an extraordinary organization made

up of extraordinary people. I am fortunate to have worked with them in the last year. Finally, an

oversized thank you goes out to Sheri Vucci, Kelly Geishauser, and the entire 2017 Host Committee for

their efforts in planning and delivering another high quality Annual Meeting.

2017

Chapter Affairs Committee

Peter Buchheit, Vice President

University of Pittsburgh

The ERAPPA Chapter Affairs Committee Representatives for 2016/17 are:

Greg Clayton President Atlantic Provinces AAPPA

Dawn Barnett President Delaware Valley Chapter DVAPPA

Dan Barlup President Keystone Chapter KAPPA

Sherell Vucci President Maryland-DC Chapter MD/DC APPA

Todd Miller President New Jersey Chapter NJAPPA

Barry McHugh President New York Chapter NYAPPA

Rick Battistoni President Northern New England Chapter NNECERAPPA

Paul Martin President of Ontario Universities OAPPA

VACANT President of Ontario Colleges OCFMA

Keith MacDonald President of Southern New England Chapter SNEAPPA

Outgoing Members during 2016/2017:

Charles Bagley Maryland/DC Chapter MD/DC APPA

Charles Nieves New Jersey Chapter NJAPPA

John O’Shaughnessy Northern New England Chapter NNECERAPPA

Mike Patterson Delaware Valley Chapter DVAPPA

Tom St. Ivany Ontario Universities OAPPA

Andy Wilson Keystone Chapter KAPPA

CHAPTER LEADERSHIP

There has been a number of changes at the president’s level in our chapters. I am sure the new group

will bring the same level of enthusiasm and provide impressive leadership to their chapter constituents.

There is so much opportunity for chapter president’s to take the APPA message back to their respective

chapters and promote the opportunity that our APPA membership offers.

GOVERNANCE

During the 2016-2017 year the ERAPPA board has started the process of a new strategic plan. The

chapter president’s will have an opportunity to comment on this plan and be the catalyst to promote

the strategic plan at the chapter level.

There will also be a concerted effort by the chapter president’s to draw a larger pool of prospective

candidates for the ERAPPA Board. This will be a primary objective for the coming year.

2017

FINANCIAL

As we all are witnessing the increasing financial concerns at our institutions, we continue to strive to

find avenues for our memberships to attend the multitude of APPA related educational offerings

available throughout the region. To this end we are offering more local programs, as they become

available, and are seeing very promising attendance at these. This year ERAPPA continues to offer the

opportunity for all ERAPPA members to take the EFP-CEFP credential exam at no cost to the member.

This is a good value and can be done without travel. The webinar series is continuing on a quarterly basis

with some exceptional programs at no cost.

CHAPTER MEETINGS

Several chapters have witnessed record attendance at their chapter meetings. This is a healthy sign that

the work we do at all APPA levels is credible and important to the profession. Please see chapter

president reports for further detail on their chapter.

SCHOLARSHIPS

With the multitude of chapter, regional, and national scholarships available, we are proud that over 21

individuals have applied for an ERAPPA scholarship. With the credential scholarship being an added

bonus to your membership we continue to demonstrate the value of ERAPPA.

CHAPTER INITIATIVES

With the core mission of all chapters being, to better educate our members, the methods of delivery

are ever-changing and the chapter presidents are using the increasing new avenues as well as being

leaders in promoting new methods of delivery.

MID-YEAR MEETING

This year’s Mid-Year Meeting in Washington, DC, the chapter presidents had a lively discussion to

improve the governance of ERAPPA. With new strategic planning now under way the chapter will have

input through their president and committee members to help shape the future of ERAPPA. We had the

opportunity to view this wonderful city and hope the attendance at ERAPPA 2017 provides not only a

great educational product but time to see the Capital of the United States.

2017

Technology and Communications Committee

Paul Martin, Vice President

Western University

The ERAPPA Technology & Communication Committee Representatives for 2016/17 are:

Craig Hickey Atlantic Provinces AAPPA

David Rabold Delaware Valley Chapter DVAPPA

Rick Phillips Keystone Chapter KAPPA

Jason Sawyer Maryland-DC Chapter MD/DC APPA

Lavone Broxton New Jersey Chapter NJAPPA

Billy Gagnon Northern New England Chapter NNECERAPPA

John Moore New York Chapter NYAPPA

Peyton Gibson/ Southern New England Chapter SNEAPPA

John Marshall

Gordon Robbins Ontario Universities OAPPA

Rich McEvoy Ontario Colleges OCFMA

Outgoing Members during 2016/2017:

Tim Garland Northern New England Chapter NNECERAPPA

Jennifer Grimm New Jersey Chapter NJAPPA

Sheri Vucci Maryland/DC Chapter MD/DC APPA

A. Host Committee Liaison

Web Sites for Hosts –

- Provide Guidance and support to Maryland/DC MDDCAPPA as they prepare for ERAPPA 2017.

- The 2017 Host Committee is managing the website for ERAPPA 2017.

- First year the new conference template process was used for the launching of the website no

problems were reported.

- 2018 Host Committee is ready to launch site has been turned over to Ogo Sense to launch after

ERAPPA2017

B. Benchmark

Benchmark had a few problems as users became familiar with the process. We have linked the

Benchmark product to @ERAPPA.org providing a link to the ERAPPA website this has reduced the

number of servers blocking the email messages.

2017

C. Web Site

Major changes were made to the ERAPPA website this year with the strategic initiative with Ogo Sense

our website provider:

- Members only section created and rolled out to ERAPPA members

- Members profiles were created which will grow to include information on members allowing

members to target queries to other like members

- Webinars launched last year by Business Partners have been loaded into the members only

section for members to access any time

- Conference presentations from 2015 & 2016 conference have been uploaded to the members

only section

- ERAPPA chapter events have been linked from each chapter to the ERAPPA website providing all

members with a view to events happening across the region.

- T&C members for each chapter now take responsibility for uploading job posting for their area

as well as supporting the following ERAPPA areas:

o Membership – David Rabold & Jennifer Kelemen

o Professional Development – Craig Hickey & Tim Garland

o Annual Conference - Peyton Gibson, John Marchall & Jason Sawyer

o Chapter Affairs – Rich McEvoy & John Moore

o Technology and Business Partners – Gordon Robins & Rick Phillips

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, most chapters are now utilizing

content management systems hosted by the same service.

- This year the T&C team is looking to link news from the various chapter websites to be linked to

the ERAPPA site.

E. Webinars presented by ERAPPA’s Business Partners

- Technology team supported the Business Partners as they launched a series of free web sessions

for ERAPPA members.

F. Conference Call Service

- Conference Call Hosting

2017

- 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.

G. Social Media

- It is hoped the 2017 Host committee uses social media during the 2017 ERAPPA conference.

2017

Membership Committee

Patty Smith, Vice President

The College of New Jersey

The ERAPPA Membership Representatives for 2016/17 are:

Marina Theriault Atlantic Provinces AAPPA

Andrew Feick Delaware Valley DVAPPA

Andrew Wilson Keystone KAPPA

Nancy Yeroshefsky Maryland/DC MDDCAPPA

Vacant New Jersey NJAPPA

George Stooks New York NYAPPA

Kathy Kokin Northern New England NNECEAPPA

VACANT Ontario Colleges OCFMA

VACANT Ontario Universities OAPPA

VACANT Quebec QUEBEC

Melinda Lamoureux Southern New England SNEAPPA

VACANT Business Partner NJAPPA

John Bernhards Associate VP APPA

Outgoing members and vacancies during 2016/2017:

Jessica Abbott Southern New England Chapter SNEAPPA

Dan Burlup Keystone Chapter KAPPA

Stephen Sicluna Ontario Universities OAPPA

Connie Simmons Northern New England Chapter NNECERAPPA

Richard Stomber New Jersey NJAPPA

Nancy Yeroshefsky Maryland/DC MDDCAPPA

Voula Liacopulos Business Partner NJAPPA

The Membership Committee met twice this year: (1) at the ERAPPA Annual Meeting in Niagara Falls, CA

and (2) during the ERAPPA Mid-Year Meeting in Washington, DC. It was also at this meeting that the

committee held joint meetings with the Professional Development Committee and the ERAPPA Business

Partner Liaison. Conference calls were held and emails were exchanged with the committee throughout

the year.

The year’s focus was on:

 Recruitment and Retention

 Capturing events occurring at the local levels to share engagement ideas

 Exploring ideas for managing membership lists

 Contributing essays to the FM publication for Membership Matters sectioin

 Utilizing APPA data to retrieve lost members

 Enhancing the First Time Attendee reception to ensure it is a valuable experience for all involved

2017

A. ERAPPA Membership Committee Mission Statement

The ERAPPA Membership Committee is organized for the purpose of maintaining proactive

relationships with all categories of membership, and for maintaining and growing the number of

members. The Committee provides strategic guidance to retain and grow an actively engaged

membership and recommends to the Board strategies for growing ERAPPA membership and

retaining current members. The Committee accomplishes this in part by working closely with APPA,

the Chapters and by producing and approving annual member recruitment goals and strategy, and

periodically reviewing and adjusting the 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 meeting those expectations.

B. First Time Attendees Reception

Planning occurred for the 13th Annual First Time Attendee Reception being held in Washington, DC

the FTA:

 Provides an opportunity for new attendees/members to meet the Membership Committee,

ERAPPA Board, Chapter Presidents, and APPA executives, as well as to network with other new

members.

 Provides valuable information about the conference and how to get the most out of their

experience, and introduces them to the next year’s conference. Continued evolution of the ice-

breaker format to welcome the newest attendees

 Provides a platform for new attendees to learn the organizational structure and it allows new

attendees to learn about upcoming conferences

C. Scholarships and Recognition

The Ambassador Scholarship program opened on April 1, 2017 and ten scholarships were awarded and

accepted. The following members will be attending their first ERAPPA Annual Conference ever or for

the first time in 5+ years.

The 2017 ERAPPA Ambassador Scholarship winners are:

Chapter

Last Name

First Name

Institution

MDC

Dent

David

George Washington

AAPPA

Theriault

Marina

Dalhousie University

NNEAPPA

Baker

Tom

Norwich University

MDC

Birch

Nancy

Salisbury

KAPPA

Bosnell

Allen

PSU

NJAPPA

Broxton

Lavonne

Montclair State University

MDC

Granados

Eder

American University

MDC

Schlesinger

Maury

St. Mary’s College

NYAPPA

Walters

Matt

Ithaca College

NNEAPPA

Harper

Gary

The Derryfield School

2017

D. ERAPPA Membership Goals

Committee members were actively engaged in recruitment efforts, reaching out to potential

institutional members and those who had not renewed memberships. Additional goals included:

 Award all Ambassador and Educational scholarships, with a primary focus of increasing the total

number of applications received and broadening the number of chapters submitting

applications.

 Create stronger alliances with the PD Committee and partner to attract new members at the

local chapter level using Professional Develop as the “bait” and robust programming as the

“hook”. Strong chapters equals strong region

 Continue to contribute strong essays to the Membership Matters Section of the Facility

Manager Publication.

 Support the initiative that has resulted in ERAPPA offering FREE access to the APPA

Credentialing program.

 Continue to improve the First Time Attendees Reception to enrich the experience.

2017

Professional Development Committee

Jessica Abbott, Vice President

University of Hartford

The ERAPPA Professional Development Representatives for 2016/2017 are:

Kevin Simpson University of New Brunswick, St. Johns AAPPA

Tim Korn Muhlenberg College DVAPPA

Bob Unger PA State System of Higher Education KAPPA

Julius Williams University of Maryland MDDCAPPA

Joana Gonzalez Montclair State University NJAPPA

Andrew Germain Cornell University NYAPPA

Tim Garland Keene State College NNECERAPPA

Doug Michael University of Rhode Island SNEAPPA

VACANT Ontario Colleges OCFMA

Kevin Gallinger Carleton University OAPPA

Amy Baker Parrette Somjen Architects Business Partner

Outgoing members during 2016/2017

Karl Ingoldsby Winnacunnet High School NNECERAPPA

Phil Rouble Algonquin College OCFMA

Julius Williams University of Maryland MDDCAPPA

The Professional Development Committee met twice this year:

At the ERAPPA Annual Meeting in Niagara Falls, Ontario.

The Committee continues its active involvement with and in support of the Host Professional

Development Committee as they prepare, organize, and host the five diverse tracks of educational

programming over the two core days of the Annual Meeting. The Professional Development Committee

and Host PD Committee collaborated throughout the annual meeting to ensure that all presentations

were staffed, supported, run smoothly, and met the expectations of the attendees.

At the ERAPPA Mid-Year Meeting in Washington, D.C.

Professional Development Committee members worked closely with the Host Professional Development

Committee to carefully review and narrow down the 56 viable presentation submissions (83 received

total) to select the 33 presentations (two double sessions that are two hours long) that will be offered at

the Annual Meeting.

Conference calls have been held monthly and emails were exchanged with the committee throughout

the year.

2017

ERAPPA Initiatives:

Lunch & Learn Webinars – The initial four pilot webinars hosted by ERAPPA between September 2016

and March 2017 were a large success. 588 total people viewed the first four live webinars and based on

survey feedback, a majority of viewers found the presented information useful and rated the

presentations as high quality. 100% of those who participated in the survey voted yes for ERAPPA to

continue to host and sponsor these webinars.

A fifth webinar was conducted in May 2017, calling on a presentation from the 2016 Annual Meeting

that had positive reviews. In June 2017 the Board voted to continue with the Lunch and Learn Webinar

Series, but switching to quarterly instead of every other month at the recommendation of the Business

Partner Committee & Professional Development Committee. Topics/speakers for the scheduled

webinars in August 2017, November 2017, February 2018, and May 2018 were selected from the

ERAPPA 2017 Call for Presentations.

The Professional Development Committee will continue to work with the Business Partner Committee to

review and select presentations for future webinars. Members of the PD Committee serve as the

Speaker Liaison through the process of each webinar; reviewing the three communication pieces

promoting the webinar, reviewing the presentation content, and providing feedback on that content.

The PD Committee and Business Partner Committee are intending to coordinate a specific "Calls for

Webinar Submissions" as well as continuing to look at suitable topics that were well received at the

annual meeting and its call for presentations.

Continuing Education Credits:

Program Certifications – The PD Committee continues to certify qualifying programs for AIA Continuing

Education credits for AIA Members and Architects at the Annual Meeting. The PD Committee supplies

certificates of attendance for all attendees who may use these offerings to document their attendance

toward fulfilling their discipline's continuing education requirements. This year at the Washington D.C.

Annual Meeting 21 presentations have been approved for AIA CEU credits and 3 of those achieved the

AIA's more rigorous Health, Safety, and Welfare designation.

Credits for Chapter Programming – The PDC can assist chapters to get programming certified for AIA

Continuing Education credits.

The committee continues to work with APPA and each other to understand the continuing education

needs and documentation requirements of facilities professionals from varied educational and

professional backgrounds and to understand how these requirements may vary by Province or State.

APPA Initiatives:

EFP/CEFP Credentialing – ERAPPA, working with APPA, has underwritten the cost associated with these

desirable certifications. Since ERAPPA started subsidizing the cost in March 2016, 222 individuals have

signed up to pursue these credentials, demonstrating their commitment to professional development

within education facilities management. In 2016, 35 people from ERAPPA earned their credentials (8 EFP

and 27 CEFP) and so far in 2017, 61 people from ERAPPA have earned their credentials (11 EFP and 50

CEFP).

All stats as of 9/25/2017.

2017

Drive-In Workshops - APPA’s Facilities Drive-In Workshops are an excellent way for APPA member

institutions to spotlight their campus and encourage networking and professional development among

educational facilities professionals within a short drive at no cost to the host or attending institutions.

Drive-Ins in the prior year have been held at three locations within ERAPPA: Quinnipiac University,

Community College of Allegheny County, and University of Rochester

Supervisor’s Toolkit - Specifically tailored to meet the needs of developing supervisors in the facilities

management profession. Supervisor’s Toolkit has successfully been dovetailed within each annual

meeting, and has been offered in several ERAPPA chapters through the year. It consistently fills the

room, attracting staff from multiple institutions and sometimes neighboring chapters.

APPA U – The Institute for Facilities Management, The Leadership Academy, and Navigating the

Facilities Portfolio (APPA’s Graduate Program) were held January 15

– 19

2017 in Dallas, Texas and

September 10

– 14

in Providence, Rhode Island. During the January APPA U there were six graduates

from The Leadership Academy from institutions within the Eastern Region and fifteen graduates from

the Institute for Facilities Management. During the September APPA U there were seven graduates from

the Institute for Facilities Management from institutions within the Eastern Region.

The Institute for Facilities Management offers four core course tracks during each week-long session:

General Administration & Management; Maintenance & Operations; Energy & Utilities; and Planning,

Design & Construction. Institute students select one core area that will be the focus of their classes for

that week. Morning classes consist of required courses, centering on the core area selected. Afternoon

classes are electives chosen by the student and may be a combination from any of the four core areas.

Upon completing each week-long session, students will receive a certificate of completion designating

their core area of study and 3.0 continuing education units (CEUs). To receive maximum benefit, APPA

recommends that students work towards graduation from the full Institute program by completing all

four core areas.

The purpose of The Leadership Academy is to enhance and further develop leadership throughout the

educational industry. It provides opportunities for administrative professionals to increase their

awareness of industry issues, learn the skills necessary to handle today's changes, and discover the

leadership potential within each of us. The Leadership Academy has been developed for, and focuses

on, the educational institution's facilities staff, buyers/purchasing agents, business/finance

professionals, and auxiliary services professionals. Academy attendees focus on one of four tracks per

session: Individual Effectiveness Skills; Interpersonal Effectiveness Skills; Managerial Effectiveness Skills;

and Organizational Effectiveness Skills – A Seat at the Table. Graduates of The Leadership Academy or

uniquely prepared to demonstrate the value of the facilities department in furthering their institution's

educational mission.

The Graduate Program, Navigating the Facilities Portfolio, allows attendees to develop innovative

solutions to long standing problems; discuss current facilities issues; discover the latest trends in

educational facilities; engage the use of metrics and discuss how to use KPIs to make informed

decisions; discuss the latest Thought Leaders Series topic; and network with other graduates from across

North America. Deep dive discussion topics are selected by the attendees and attendees may attend

Institute electives on Tuesday and Thursday afternoons. If you have completed either APPA's Institute

2017

for Facilities Management and/or Leadership Academy, you are eligible to register for the graduate

program.

Thought Leaders Series - APPA developed the Thought Leaders Series to conduct dedicated discussions

on the future of higher education and the impact of that future on educational facilities. Since 2006, the

annual Thought Leaders symposium and resulting monograph have addressed a variety of topics related

to higher education and affecting the campus built environment. APPA’s Thought Leaders program is a

component of the Center for Facilities Research (CFaR). The annual Thought Leaders symposium

convenes representatives of colleges and universities from across the United States and Canada

alongside association leaders, industry consultants, and education experts. The 2017 topic is

Transforming Facilities to Achieve Student Success. All Thought Leader reports can be downloaded from

the APPA website for free, thanks to the generosity of sponsors.

2017

Annual Meetings Committee

Matt Yencha, Vice President

Skepton Construction, Inc.

The ERAPPA Annual Meetings Host Committee Chairs/Co‐Chairs are:

John O’Shaughnessy St. Paul’s School NNECERAPPA (2018)

Connie Simmons Phillips Exeter Academy NNECERAPPA (2018)

Beth Clark Penn State University KAPPA (2019)

Peter Buchheit University of Pittsburgh KAPPA (2019)

Greg Clayton University of Prince Edward Island AAPPA (2020)

Kevin Simpson University of New Brunswick AAPPA (2020)

The ERAPPA Annual Meetings Committee (AMC) consists of the Vice President for Annual Meetings and

the Chair or Co‐Chairs for all established host committees of the current and future ERAPPA Annual

Meetings. The AMC meets twice per year – at the ERAPPA Mid‐Year Meeting and the ERAPPA Annual

Meeting – to review broad issues that may affect several host committees (changes to the Annual

Meeting Guide or budget template, for example).

Additionally, the Vice President for Annual Meetings joins each individual host committee’s regularly

scheduled meetings (typically by conference call) to remain engaged in each year’s planning process.

The Vice President for Annual Meetings serves as the liaison between the ERAPPA Board and all active

host committees.

Registration System:

For the 2018 Annual Meeting, and going forward, the host chapters will be using a new APPA

registration system. This new system is will simplify the registration process and the associated

programming of details that go along with it.

2017

Treasurer’s Report

Arthur Walsh, Treasurer

Dalhousie University

ERAPPA Year-End Treasurer’s Report

July 1, 2016 – June 30, 2017

The 2016-2017 fiscal year resulted in a net financial loss in the amount of $112,091. This is 6% less than

the $119,800 loss budgeted.

Revenue from membership dues was just 2.5% less than budgeted, while the 2016 Annual Meeting held

in Niagara Falls, ON generated a surplus 2.4% over budget. Combined, revenue was 99.6% of the budget

amount.

As budgeted and planned, ERAPPA made a significant investment in our membership, awarding over

$73,000 of credentialing scholarships.

Five chapters were able to take advantage of the Partner’s in Education funding available, with grants of

$2,000 each awarded, one more than budgeted.

Accounting fees are for the services provided by our Certified Public Accountants firm Novak|Francella

for the auditing of the financial records for the year ending June 30, 2017 and the preparation and filing

of the federally required annual 990 return.

Accounts payables largely consist of regular educational scholarships awarded, but not yet claimed, and

accounting fees for services relating to the period ending June 30, 2017. Prepaid scholarships consists of

credentialing “coupons” purchased from APPA, but not yet redeemed at year-end. The accounts

receivable is higher than normal due to the late receipt of the 2016 Annual meeting proceeds, the

balance consisting of seed funding loans advanced to future host committees.

The Mid-Year meeting, where much of the planning and work for the year is executed by the

committees, continues to be, as budgeted, a significant expenditures with total expenses of $105,691.

ERAPPA remains financially stable. At June 30, 2017 our cash balance was $348,444 with prepaid

expenses of $10,050, accounts receivable of $176,534 and accounts & scholarships payable amounting

to $45,674 for a net asset balance of $489,354. This is a decrease in our net asset position of $112,090

over June 30, 2016.

Although ERAPPA’s current assets are decreased from those of last year, this is as budgeted and

planned. While still retaining sufficient accumulated surpluses to protect the organization in the event

of a financially unsuccessful annual meeting, ERAPPA was able to follow through on the educational

commitments put forth in 2016-2017 operating budget.

2017

ITEM BUDGET Yr End TOTAL Variance

REVENUE:

Interest 350.00 425.70 75.70

Dues 121,000.00 117,672.76 (3,327.24)

Annual Meeting Proceeds 96,213.00 98,559.98 2,346.98

TOTAL REVENUE 217,563.00 216,658.44 (904.56)

OPERATING EXPENSES:

VP Annual Meetings

Host Com Visits 1,900.00 381.25 1,518.75

Winter (Mid-Year) Meet - Co-hosts

8,000.00 5,103.95 2,896.05

sub-total 9,900.00 5,485.20 4,414.80

VP Chapter Affairs

Winter (Mid-Year) Meet - CA Comm.

10,000.00 7,942.05 2,057.95

sub-total 10,000.00 7,942.05 2,057.95

VP Membership

Winter (Mid-Year) Meet - Mem Comm. 11,000.00 6,032.69 4,967.31

Membership Initiative

4,000.00 4,072.74 (72.74)

sub-total 15,000.00 10,105.43 4,894.57

Board - Administration

Miscellaneous 1,038.00 178.34 859.66

Travel- ERAPPA Annual Meeting 1,200.00 618.30 581.70

Travel - APPA Annual Meeting 6,000.00 4,937.06 1,062.94

Printing & Postage 600.00 1,102.56 (502.56)

Marketing 500.00 500.00

Insurance 4,400.00 3,759.15 640.85

Incorporation 30.00 25.00 5.00

Board Meet - Winter (Mid-Year) Meet 59,000.00 70,057.10 (11,057.10)

Board Meet - Summer 13,500.00 15,678.15 (2,178.15)

Board Meet - Annual 20,000.00 21,322.10 (1,322.10)

Bank Fees 650.00 844.97 (194.97)

Accounting Fees 14,500.00 11,330.00 3,170.00

Software Fees 325.00 350.85 (25.85)

Dues Collection Fees 12,100.00 11,767.28 332.72

Commissions & Service Fees 1,100.00 2,063.00 (963.00)

Ad-Hoc Meetings - Conference Calls

4,500.00 3,065.53 1,434.47

sub-total 139,443.00 147,099.39 (7,656.39)

VP Technology-Communications

Web Review & Development 7,000.00 15,106.67 (8,106.67)

Winter (Mid-Year) Meet - T&C Comm. 11,000.00 8,219.52 2,780.48

ERAPPA Newsletter

1,000.00 1,025.27 (25.27)

sub-total 19,000.00 24,351.46 (5,351.46)

Awards / Scholarships

Scholarships & Expenses 36,000.00 27,674.13 8,325.87

Credentialing Scholarship 79,500.00 73,200.00 6,300.00

Ambassador Scholarship Top-Up 1,000.00 - 1,000.00

Student Ambassador Scholarship 520.00 - 520.00

Awards

2,000.00 1,620.65 379.35

sub-total 119,020.00 102,494.78 16,525.22

Professional Development

Misc. Prof Develop. Expenses 1,000.00 - 1,000.00

Partners-in-Education Support (PIE) 8,000.00 10,000.00 (2,000.00)

Winter (Mid-Year) Meet - PD Comm. 11,000.00 8,335.77 2,664.23

PD Webinar Expense - 7,543.77 (7,543.77)

Toolkit Sponsorship at Annual Meeting

5,000.00 5,391.33 (391.33)

sub-total 25,000.00 31,270.87 (6,270.87)

Expenses Total

337,363.00 328,749.18 8,613.82

NET

(119,800.00) (112,090.74) 7,709.26

ERAPPA YEAR-END STATEMENT

July 1, 2016 - June 30, 2017

2017

ERAPPA Proposed Budget Treasurer’s Report

July 1, 2017 – June 30, 2018

For the fiscal year 2017-2018 the ERAPPA Board is proposing an operating budget that will result in an

in-year operating loss of $91,980.

The budgeted revenue for membership dues represents the three-year average. As ERAPPA dues are a

percentage of the APPA dues, any increase in APPA dues will result in an increase in ERAPPA dues.

However, for the sixth consecutive fiscal year, the ERAPPA dues percentage itself will not increase.

ERAPPA’s other primary source of revenue is the 50% share of the annual meeting surplus. The host

committee determines the projected annual meeting net income. At the Mid-year meeting in

Washington, DC the host committee projected a positive meeting surplus. However, due to increased

costs based on location, a significant reduction in sponsorship, and the costs associated with the

rescheduling of the Annual Meeting, currently the 2017 meeting is projected to breakeven only.

In this budget the Board continues to support continuing education for our members. However, due to

the projected annual meeting financial results the number of educational scholarships awarded will be

reduced to five, from the usual six. As well, while still committed to supporting the APPA credentialing

program, the number and level of awards has also been reduced. In 2017-2018 ERAPPA will be

awarding:

 5 educational scholarships with a total value of $24,000

 44 CEFP and 14 EFP 50% subsidized registration scholarships, with a combined value of

$15,250

Recognizing an impediment to some individuals being able to serve on the ERAPPA Board is the lack of

institutional funding to attend meetings, this budget, consistent with previous budgets, maintains the

inclusion of travel and accommodation expenses for Board members to attend the annual meeting.

The mid-year meeting continues to be a significant operational expense. However, the value of the work

accomplished at this meeting by the committee members, representing every chapter, is validated every

year through the delivery of exceptional annual meetings, and successfully obtaining the goals and

objectives of the organization. Notwithstanding, given the significant anticipated decrease in revenue,

the Board has reduced the budget for the Mid-Year meeting and will be working with the 2018 host

committee to reduce and manage expenses.

At first review this budget can be unsettling, forecasting a deficit, while forgoing an opportunity to

increase the membership dues rate. It is important to note, at the June 2017 Board meeting, the Board

reviewed every line item in the budget, ensuring each expense item is required, managed and

reasonable. The budget was again reviewed and adjusted at the Board meetings immediately preceding

this annual meeting. The accumulated surpluses allowed for the maintenance of most of our usual

programing and scholarships. This budget is one in a ten-year cycle, based on rotating meeting locations.

Rest assured the Board is carefully managing and updating this 10-year budget cycle for you our

members, safeguarding the financial stability of ERAPPA.

2017

REVENUE

Interest - Savings Account 1,000

Membership Dues 135,000 Gross Dues; 95% of 3 year avg

Annual Meeting Proceeds - Prev 9 year avg $103,890; lasted hosted in 08-08 by MD/DC APPA $61,089

Refund - ERAPPA Prog Support

- Repayments are recorded against receivables and not actual revenue

Total Revenue 136,000

Operating Expense

Annual Meetings

Expenses and Travel 5,600 8 committee members at $700; 3 yr avg $476 each

Host Committee Visits 1,900 no travel in 17-18; previous 3 year average $1,907

sub-total 7,500

Chapter Affairs

Travel - Chapter Meetings - eliminated in 15-16, contact is made at MYM

Chapter Affairs Comm Mtg 7,000 10 @ $700; 3 yr avg $771 each

sub-total 7,000

Membership

Membership Comm Mtg 7,700 11 @ $700; 3 yr Avg is $593 each

ERAPPA Membership Initiative 2,000 Decreased by $2,000

sub-total 9,700

Administrative/Governance

Miscellaneous expense 1,000 3 yr avg $302

Travel - ERAPPA Annual Mtg 500 depends on location

Travel - APPA Annual Meeting 6,000 3 yr avg $5,227; (3 attendees @ $2,000)

ERAPPA meeting expense - has not been historically used; eliminated

Printing & Postage 1,200 3 yr avg $1,024

Marketing 500 significant variance yr to yr

Insurance 4,000 3 yr avg $3,716

Incorporation 30 $25 fee plus $5 processing

Board Meeting - Winter 34,300

3 yr avg $55,450. (DC was higher due to location. Decision to reduce

Board Meeting - Summer 13,500 3 yr avg $13,412.

Board Meeting - Annual 22,000 3 yr avg $18,457; additional 18% based on 2017 location

Bank Fees 1,000 3 yr avg $623; 16-17 was $845

Accounting Fees 14,500 3 yr avg $13,209

Software Fees 400 QuickBooks $30/mth

Dues collection (APPA) 13,500 10% of dues

Commission & Service Fees (Travel)

3,500 3 yr avg $3,593

Tele-Conference 4,500 3 yr avg $3,595

sub-total 120,430

Technology & Communication

Web Review & Development 8,000 3 yr avg $9,113; increase due to Ogosense Methodology & upgrades

Dropbox - Professional 1,200 $100/member/year

Technology & Comm Mtg 7,700 11 @ $700; 3 yr avg $593 each

ERAPPA Communication 1,500 3 yr avg $2,441; based on 16-17 actual

sub-total 18,400

Awards/Scholarships

Scholarships - Leadership Acad. 20,000 est ($1,500 tuition + $2,500 exp) 5 scholarships

Credentialing Scholarship 15,250 44 CEFP @ 50% of $550, 14 EFP @ 50% of$450

Ambassador Scholarship Top-up 500 New in 14-15 covering gap in Sponsor & Actual cost, not used last 3 yrs

Student Ambassador scholarship - eliminated; conference sponsorship opportunity

Awards 2,000 3 yr avg $1,633

sub-total 37,750

Professional Development

Misc P.D. Program Expenses 500 3 yr avg $292

Major Update of PD Materials - request when needed

Partners in Education Support 8,000 Ongoing support for speakers at Chapter meetings; 3 yr avg $6,666

Professional Development Mtg 7,700 11 @ $700; 3 yr avg $695 each

Webinars 6,000 $1,500 each; 4 per year

Toolkit sponsorship at Annual Meeting

5,000

ERAPPA A/M "Seed" Funding - provided and recorded as a loan, so not an actual expense

sub-total 27,200

Total Operating Expense 227,980

Net (91,980)

ERAPPA BUDGET

July 2017 - June 2018

2017

Business Partner Liaison Report

Amy Baker

Parette Somjen Architects

Committee Structure:

Business Partner Representatives may be appointed by local Presidents that represent each of the active

Chapters that Comprise the Eastern Region of APPA. Incoming presidents may choose to appoint a new

Business Partner Representative at their discretion, or to continue with the representative that currently

holds the position, or as specifically defined through local chapter by-laws. NOTE: Committee structure is

being better-defined and is currently under review by the committee for approval by the Board. This

includes establishing term limits for all members.

The ERAPPA Business Partner Representatives for 2016/17 are:

Amy Baker New Jersey Chapter NJAPPA

Leslie Whitby Delaware Valley Chapter DVAPPA

Kari Miller Keystone Chapter KAPPA

Larry Fitzgerald/ Northern New England Chapter NNECERAPPA

James Bruno

Tracey Hartord/ Southern New England Chapter SNEAPPA

Vance Freymann

We currently have vacancies for the following chapters:

OCFMA | NYAPPA | AAPPA | MD/DCAPPA | OAPPA

Chairperson:

The Chairperson of the Business Partner Committee is appointed by the ERAPPA incoming President and

may remain Chairperson for up to 4, 1-year terms, if so deemed by the new incoming President.

The Chairperson is a non-voting member of the ERAPPA Board, who acts in the capacity of a liaison to

provide current information on behalf of the BP membership, and is responsible for communicating

Board initiatives that impact ERAPPA BP Membership to the members-at-large.

The Chairperson may remain as a member of the committee after their term expires, for the purpose of

information sharing and continuity (similar to the role of a past-president). NOTE: Committee structure is

being better-defined and is currently under review by the committee for approval by the Board. This

includes establishing term limits for all members.

Charge:

The role of the Business Partner Advisory Committee is to identify and promote effective means of

communication and support between ERAPPA Business Partners and ERAPPA Institutional Members to

build and enhance mutually beneficial relationships. The Committee seeks to continually evaluate,

validate and promote the benefits of an ERAPPA membership and the value that participation can bring

to members of the business partner community. To accomplish this charge, the Committee encourages

and receives feedback from all Business Partners supporting ERAPPA and its various regions.

2017

Additionally, the Committee strives to offer creative thinking and innovative ideas that support the

purpose and values of the Eastern Regional Chapter of APPA.

Expectations & Responsibilities of Committee Members:

Each Committee representative should begin and continue their role with a passion for the work of the

Committee, and provide support for the Chairperson and other Committee members alike. As with

other ERAPPA committees, there is the expectation of full participation, to the maximum extent

possible, in Committee meetings, held six (6) times each year. Within its six meetings, one face-to-face

meeting will be held in conjunction with ERAPPA’s Annual Conference and Exhibition. The remaining

meetings will be held via conference call. If for some reason the committee member is unable to attend

meetings, he or she should arrange for a suitable substitute (including from within their own business

organization) and if that option is not available, then arrange with the local chapter board president for

a substitute attendee to be selected to ensure a balance of representation and continued flow of

information to the Committee and the local chapter board. Each committee member should attend their

local chapter meetings and regional annual meeting, and provide routine feedback to their boards on

the activities, actions, and initiatives of ERAPPA’s Business Partner Committee.

Committee Initiatives:

Business Partner Best Practices: As business partners, we have the ability to be key-contributors to the

professional development of our institutional members. It is our mission to promote professionalism

and provide guidance to new business partner members, so that they embrace ERAPPA’s overall vision

designed to understand the needs of its members, be a key resource for their professional development

and inspire them to reach full potential as facilities management professionals.

Business Partner Membership Benefits: This was identified by the 2017 Host Committee, and further

discussed during the Mid-Year Meeting, as being a very important tool that required development. This

is always a question when business partners are registering for the annual conference… “What are the

benefits of becoming an ERAPPA member?” Beyond the obvious networking and camaraderie

experienced at the conference, we identified a need for tangible, meaningful benefits. The committee

defined a strong list of benefits, and the Board provided very positive feedback. The list requires official

Board approval. Target roll-out for a final list of BP membership benefits is planned for the 2018 Host

Committee.

Webinars: The Business Partner Committee has been charged with development and implementation of

the “ERAPPA Webinar Lunch and Learn Series.” This outlet brings, innovative and informative best

practices to our institutional members throughout the year. The program kicked-off in September 2016

with bi-monthly offerings, on a trial basis. During the June 2017 Strategic Planning Meeting, the benefits

of the program were evaluated, and it was determined by the Board to continue the program. It was

further determined, that due to the volume of work associated with the planning of this effort, sessions

would be scheduled quarterly, in August, November, February and June, to allow adequate time to

evaluate content, select presenters and provide training. There is desire to hold a perpetual “Call for

Papers” to be located within the “members only” section of the ERAPPA Website. Discussions regarding

this process will continue into 2018 with the incoming VP of Technology and Communications.

Presenters are currently booked through May 2018. Review of sessions will take place at the 2018

Strategic Planning Meeting.

2017

APPA Professional Affairs Committee

John Michalewicz

University of Hartford

and

APPA Awards and Recognition Committee

Elizabeth Clark

Penn State University

The APPA Professional Affairs Committee and Awards and Recognition Committee now operate as a

joint Professional Affairs Committee with double representation from each APPA region. The joint

committee works each year to review the individual and institutions award applications that are made

to APPA every November 30

. The delineation of responsibilities for the Award Year 2017 (applications

submitted by November 30, 2016) were:

Professional Affairs

Award for Facilities Excellence

Sustainability Award

APPA Fellow Award

Awards & Recognition

Effective & Innovative Practices Award

Pacesetter Award

Meritorious Service Award

Members of the joint committee met in Tucson, AZ on the campus of the University of Arizona during

the last weekend of January 2017 to review, discuss, and make recommendations to the APPA Board

with regard to those individuals and institutions the joint committee felt were deserving of the award

for which they had applied or been nominated.

The exception to this was the Award for Excellence. From the four applications received, it was

determined that two institutions warranted on-campus visits to see whether that which would be

observed in person was congruent with that information contained in each written application. Two site

visit teams were formed:

University of Colorado Anschutz Medical Campus

Marion Bracy (Xavier University of Louisiana) – Team Lead

Beth Clark (Penn State University)

Heather Hargrave (Tulane University)

Doug Laditka (College of Wooster)

Universidad de Panamericana Mexico City Campus

Ron Tarbutton (Oklahoma State University) – Team Lead

EJ Hook (University of Montana)

John Michalewicz (University of Hartford)

Luis Rocha (University of Arizona)

2017

The campus visits were conducted concurrently during the last week of March and each served to

validate the information presented in the institutions’ application. Each institution was subsequently

given APPA’s Award for Facilities Excellence at the July 2017 APPA Annual Conference in San Francisco,

CA.

APPA Awards of note for the Eastern Region include the Effective & Innovative Practices Award to Penn

State University for their cohort approach to APPA credentialing preparation, the Pacesetter Award to

Julius R. Williams (University of Maryland), and the Meritorious Service Award to Keith Woodward

(Quinnipiac University).

At the close of the 2017 Awards cycle, the joint committee reviewed, revised, and rolled out a revamped

Sustainability Award. Now called the “Sustainability Innovation Award,” this new award no longer has

ties to the Association for the Advancement of Sustainability in Higher Education (AASHE)’s

Sustainability Tracking, Assessment, and Rating System (STARS). The award now focuses on

sustainability practices that display a high level of innovation and adaptability or transferability for

implementation at other institutions. The award is score based on the following criteria: innovativeness,

creativity, and originality; sustainability (economic, environmental, and societal benefits); adaptability

and transferability; institutional and community benefit; management commitment and

employee/student involvement; and documentation and analysis.

At the APPA Annual Conference in July, the APPA Board made the determination that the APPA

Mentoring Program should reside with the Professional Affairs Committee. The committee is working to

integrate this new responsibility with current responsibilities and initiatives. Current initiatives for the

committee include:

 Military Transitions/Collaboration with military organizations (SAME, CEC)

 Collaboration with Construction Owners Association of America (COAA)

 Collaboration with International District Energy Association (IDEA)

 Compiling, categorizing, and communicating best practices from member institutions

 Continued contributions to Facilities Manager magazine

The committee will meet in Alexandria, VA, along with the rest of the APPA committees, during the first

weekend of December. Combined and individual committee meetings will take place to advance the

APPA organization’s initiatives, the APPA president’s platform, and the individual committees’ agendas.

The committee will meet to review, discuss, and make recommendations to the APPA Board with regard

to individual and institutional awards (submission deadline November 30, 2017) during the last weekend

of January at a location to be determined.

2017

APPA Membership Committee

George Stooks

Geneseo-State University of NY

ACCOMPLISHMENTS

The Membership Committee started the year with continuation of the work with the APPA Office on the

“Be a member, Get a member”. Most efforts in addition to this campaign were directed at retention of

members that had not renewed. The APPA Office assisted the regions with phone calls directly to

members that had yet to renew and those that were previously members but had dropped.

At the very end of the year and beginning of 2017the focus of the APPA office was on the transfer to the

new data management system. Since the start of the new calendar year, Kristin Witters, Director of

Membership and Outreach shared the progress APPA has made in transferring to the new data

management system and has been extremely supportive in helping membership liaisons across APPA in

the use of the system.

As a means of spreading the APPA brand, first time attendees at the annual meeting in San Francisco

received a compact tote bag which was a big hit. In addition, T-shirts were printed and sold with the

APPA logo on the front and a “wordle”, which is a word cloud on the back displaying all of the regions.

These items are all meant to spread the awareness of the APPA organization and the regions.

APPLICABILITY

Membership retention and recruitment is vital to the organization. Sharing membership renewal

information with the regions gives the committee members the opportunity to know where

membership stands both in APPA and in our regions. Reports shared with our committee incudes

renewals, unpaid members and those dropped. Our ERAPPA is a strong but renewal rates and adding

new members must be a priority and it takes the entire membership being part of recruiting to be

successful.

INITIATIVES

Placing a value on membership usually comes down to dollars and cents. In other words, when

balancing a budget and membership dues are in front of our financial folks it is sometimes difficult to get

approval. The APPA Membership Committee continues to explore a more direct means of face to face

time with CFO’s. At the meeting in Washington DC in December 2016 we explored the option of

attendance for key representatives from APPA at the NACUBOA conference in order to share the value

of membership with CFO’s at the educational institutions. We expect an update on this at the December

2017 meeting.

Our new APPA VP for Membership, Tony Guerrero from the University of Washington Bothell took office

at the national APPA meeting in San Francisco this past July. In addition to retention and working at

getting past members back into an active status, recent membership conference calls have focused on a

more assertive plan for recruiting. Goals are to grow member engagement outside of the passive

approach of receiving the magazine and/or updates electronically. The value of face to face interaction

provided at drive in workshops, recruiting first time attendees at regional meetings and the supervisor

tool kits are all opportunities to be more assertive. Focusing on potential members that are just entering

the field and looking to advance themselves is an excellent opportunity to share the career value of

APPA and ERAPPA membership and educational offerings

2017

EFFECTIVENESS

Higher education within the region and beyond has experienced budget challenges and the drop off in

membership is most likely a result of this.

Since 2016 we have seen a drop in membership from the 4 year colleges of 22 campuses. Fortunately,

new members from other sectors mitigate this but with everything included our membership since 2016

has dropped from 268 to 258.

Now more than ever we need a concentrated effort at the chapter level. The single most important

contribution would be to see a concentrated effort for each ERAPPA chapter to commit to member

recruitment. It is at these times of restricted budget we need to work smarter and what better

resources are there than the APPA education series for existing and new members

The APPA board is taking an “All hands on deck” approach to this issue. The ERAPPA Board can assist

through continued effort to have state chapters appoint ERAPPA Membership committee members who

think freely and share their excellent ideas. As the liaison to the APPA Membership Committee I will

work diligently with the APPA office to continually push down data that assists the chapters in

identifying dropped members and those that have never been members. Our ERAPPA Membership

Committee provides me with ideas, and initiatives that I share with the APPA Committee. There are

similar efforts in other regions that make this a two-way street back through the APPA membership

committee.

Together we can, together we must turn this tide and grow our membership.

2017

APPA Emerging Professionals Committee

Jessica Abbott

University of Hartford

The Emerging Professionals Summit occurred on Thursday July 20

2017 during the

APPA/PCAPPA/BayAPPA 2017 Annual Meeting & Exhibition in San Francisco, California. The Emerging

Professionals Summit participants spent the morning discussing work styles and habits in an effort to

look past generational stereotypes of Millenials, Gen Xers, and Baby Boomers. During group discussions,

it was discovered that no one fits perfectly into a generational box; therefore bringing too many

preconceived notions about different generations into the workplace isn’t going to be effective.

The following session, titled The Outward Mindset Organization, encouraged participants to consider

the needs of others in both workplace and personal interactions. When acting from an inward mindset,

people focus on themselves and their own objectives and they want others to behave in ways that will

further those objectives. Conversely, when action from an outward mindset, people work to help others

be successful and measure their success in terms of what others are able to accomplish as a result of

their efforts. All participants were challenged to reach out to someone they had an inward mindset

toward that likely also had an inward mindset towards them as well in order to clear the air and break

the colluding cycle to work towards an outward mindset.

The last session of the day was about diversity and inclusivity and all of the participants took a 20

minute tour of the hotel while trying to put themselves in other people’s shoes and identify potential

barriers for some customers. After debriefing from this activity, EP Summit attendees were encouraged

to try this activity back on their campuses to identify any spaces that may be preventing inclusivity.

Emerging Professionals are now starting to be called APPA Young Professionals (AYP) instead, defined as

someone who has recently begun a career in the field of Facilities Management and is approximately 35

year of age or younger. AYPs are encouraged to attend professional development programs in their

region and through APPA (Drive-In Workshops, Supervisor’s Toolkit, APPA U, Chapter, & Regional

Meetings), as well as become a mentee through APPA’s mentoring program in order to grow their roots

and their career.

2017

APPA Information and Research Committee

Dan Gearan

New England College

The Information and Research Committee has a key role in fostering the growth and dissemination of

the collective body of knowledge that elevates the role of educational facilities professionals.

ERAPPA Continues to be well represented on the committee. In addition to Dan Gearan the ERAPPA

Representative, Darryl Boyce serves as an At-Large member and Norm Young Chairs the committee as

the APPA Vice President for Information & Research.

Highlights of this year’s activities:

1. Association Management System Upgrade (AMS, CMS, LMS)

APPA staff members are engaged in a significant undertaking to update the APPA Association

Management System (a computer system used by professional associations to run their organization).

The AMS will eventually be coupled with a new content management (CMS) and learning management

(LMS) system with the goal of enhancing staff service capabilities and member’s on-line experience.

The I&R committee has reviewed content available through the APPA WEB site and provided

information to APPA staff on likes, dislikes, and needed changes regarding the type of content available,

the navigation within the site to acquire content, and any additional or new content that may be desired

by the membership at large.

2. The Body of Knowledge (BOK)

The BOK offers foundational content required by facilities professionals at colleges, universities, schools,

museums, and other nonprofit, educational organizations. The BOK supports APPA training and

credentialing.

Two new content coordinators are in place: Brad Boser, director at Southern Alberta Institute of

Technology will be taking over duties for Part 1, General Administration and Management. Emmet

Boyle, director, maintenance & utilities at the University of Regina, will be replacing ERAPPA’s Darryl

Boyce as content coordinator for Part 3, Energy, Utilities, and Environmental Stewardship

All sections are now updated on an annual basis.

3. Green Revolving Investment Tracking System (GRITS)

A project-management web tool that allows users to track and analyze the energy, financial, and carbon

savings data from their energy- and resource-efficiency projects, as well as access to a Library of more

than 1,400 projects completed by other GRITS users across the U.S. and Canada. Over 300 APPA

Institutional members are using GRITS.

The Sustainable Endowments Institute (SEI) and APPA launched a partnership that provides all APPA

members with free access to the Green Revolving Investment Tracking System (GRITS).

4. Center for Facilities Research (CFaR)

2017

Advances the knowledge of Facilities Management through research, discovery and innovation.

CFaR Projects:

Peer review completed and final report accepted; CFaR Research Award will be presented at APPA 2017:

• Roberson: “Aligning Facilities Management with an Organization’s Core Business” Peer review

complete but waiting for final report to be submitted:

• Prakash: “Assessment of Competencies Required for Facilities Management of Educational

Institutions”

Nearly completed and soon to go to peer review:

• Karanja/Mayo: “Standards of Practice for Facility Condition Assessments (FCA)”

• Haubold/Reynolds: “Issues with Recovery and Recharge in Higher Education”

In process and expanded under APPA’s Standards and Codes Council activity:

• Christensen/Thiemer: “Total Cost of Ownership”

Research still in process:

• Han/Cain/Medlin/Wagner: “Update: The Impact of Facilities on the Recruitment and Retention of

Students”

Several queries received from potential researchers; still to be assessed for CFaR.

The I&R committee is working with the leadership of the Thought Leader Series (TLS) to capture

potential research topics and to disseminate them to APPA members and business partners.

Presentations were held at each of the regional conferences to highlight the latest TLS and to tie the

content of the TLS to potential research through CFaR.

• The committee is working with the Professional Affairs and Awards Committees to help qualify the

research submitted for consideration in applying for the APPA Fellow designation.

4. The Facilities Performance Indicators (FPI)

Allows members to capture, track and benchmark the vital data needed to measure operations and

performance, identify capital asset realities, and lead a successful facilities strategy.

290 member institutions participated in the most recent survey. NACUBO collaborated with APPA to

post sustainability-related questions on our FPI site for its members. Over 450 institutions participated

in this survey. The Informatics Work Group and others are working to determine the future direction of

the FPI, streamlining questions and process, and automating more data collection via interfaces with

CMMS programs.

5. Publications

Over 1000 publications are available through APPA’s Bookstore. Recent updates and additions include:

Environmental Management Guide for Educational Facilities (co-publication with the Campus Safety &

Environmental Health Association), and The Building Commissioning Handbook, third ed. (co-publication

with the Building Commissioning Association) Works in progress include: Operational Guidelines Trilogy

revision, Creating a Service Culture, second ed. , Critical Issues in Facilities Management Series –

2017

Working on several topical anthologies, such as space management, leadership, and sustainability,

Campus sustainability Case Studies: In early development.

6. The Rex Dillow Award for Outstanding Article in Facilities Manager

Rex Dillow, for whom this award is named, passed away this year, but his legacy lives on through this

award. “Eligible articles are those written by a full-time employee, from any department, of an APPA

member institution. In addition, articles written by APPA Members Emeritus who are not affiliated with

a business partner firm may be eligible for award consideration. If an article has more than one listed

author, all authors must be full-time employees of an APPA member institution or a Member Emeritus

to be eligible for the award. Eligible institutions must be Institutional or Affiliate members at the time of

publication.”

The recipient of the 2017 Rex Dillow Award is Ryan Kmetz, sustainability coordinator at Christopher

Newport University in Newport News, VA for his article “Designing a Resilient Campus”.

7. APPA Student Internship Program Development

A new initiative to develop an APPA internship providing practical experience, knowledge sharing,

awareness of opportunities in education facilities, and an early introduction to APPA.

Kristie Kowall is forming and will lead an APPA Student Internship Program Task Force to develop a

program grown from many initiatives related to emerging professionals.

The task force will report to I&R and meetings started in the Summer of 2017.

2017

APPA Professional Development Committee

Kevin Simpson

University of New Brunswick

ACCOMPLISHMENTS

The implementation of the CEFP and EFP programs across the national level continues to be the biggest

accomplishment for APPA Professional Development. Until last year, APPA struggled to get any

movement on this initiative. The program was first developed in 2007. However, the past two years

have been a huge success. They have more individuals going through this program than ever before. The

success of the program is a combination of regional chapters advertising to there membership the

benefits of the CEFP and EFP program along with regional chapters providing financial help to make it

affordable for members to take the program. In July, we just surpassed 1000 individuals who had

registered and received their CEFP or EFP in Facilities. All in all, this is a big accomplishment for the PD

committee and a lot of hard work has been done by individuals across the APPA level.

The second initiative that the PD committee continues to work on is the success of the Emerging

Professionals Summit and Senior Facilities Officer summits. These summits take place the day before the

APPA annual conference. The first EP and SFO was held in Chicago, Illinois over two years ago. The one

day session continues to be a huge success and has allowed individuals to meet other like-minded

people across other institutions in a small, more collaborative setting. This is an initiative that seems to

be gaining steam and will continue to be a large component of the APPA annual conference each year.

As we look towards the future, the hope is to bring this summit to the regional levels in order that

people can have this similar experience.

Finally, a new educational offering (Navigating the Facilities Portfolio) has been established that focuses

on individuals that have graduated from the Leadership Academy or the Institute. This APPA U graduate

program is the next level of professional development for senior individuals. The program is designed to

allow for one on one conversational learning along with networking and sharing resources with other

colleagues from across North America.



APPLICABILITY

At this point, the biggest impact these accomplishments have had at the regional level continues to be

with the CEFP and EFP programs. With ERAPPA providing sponsorship for individuals to take the CEFP

and EFP at no cost, many members are taking advantage of this offer. The ability to take this high level

course at no expense to respective institutions has encouraged members to challenge themselves and

to see how they compare against their peers. Many have chosen to do the program in groups and are

working together to ensure everyone is successful.

There continues to be discussion at APPA with implementing the Emerging Professionals Summit and

Senior Facilities Officer summit to the regional level. This initiative has not been completed at this level

to date, however, conversations continue to be had as to the value that would be gained and if it would

be possible.



2017

INITIATIVES

The biggest initiative that professional development has this coming year is to try and encourage those

that have graduated from the Leadership Academy or the Institute to consider attending the APPA U

graduate program. At this time, a lot of members that have finished these two programs don’t realize

that there is a new program that is designed for them. This program is led by senior facilities personnel

and they would gain valuable knowledge from attending such an event.

The Professional development committee continues to try and connect with new and existing members

on a personal level. APPA has found that new members have a large appetite for educational training

related to facilities management. In most cases, members attend one APPA conference or a regional

conference and we don’t personally connect with these members to provide them with information on

educational offerings. Therefore, the PD committee initiatives stem around adding that personal touch

to members that include the following:

 Sending a follow-up email to new members or existing members that take toolkit or another

program. This will include highlighting other educational opportunities that exist within the

APPA structure and communicating to them the scholarship opportunities that also exist.

 Send an email to all first time reception attendees regarding professional development

opportunities that exist nationally as well as in there region. This includes sending a follow-up

email within a week of the reception and another one shortly after, within a month. This will

show these members that APPA cares about their facilities journey and wants to assist in

assuring that they are well equipped for future success in higher education.

 The PD committee feels that the Inside APPA newsletter is a perfect communication tool that

allows members to see the value in APPA. Over the next year, our goal would be to get

more individuals registered to receive the magazine in the hopes that they will be encouraged to

attend a professional development course or attend a chapter meeting.



EFFECTIVENESS

There still is a need from ERAPPA membership and other ERAPPA PD committee reps for names of those

who are attending local chapter meetings or taking course offerings provided by the local chapter. In

order for APPA PD to have that personal touch, we need local representatives to be sending names

through to myself to ensure that follow-up emails or phone calls can be made. We need to work

together to ensure that our membership is fully aware of the course offerings and conferences that exist

within APPA, ERAPPA, and there local chapter. If this piece doesn’t happen, all initiatives above will not

be successful.

Atlantic Provinces Chapter

2017

Atlantic Provinces Chapter

AAPPA

Greg Clayton, Chapter President

University of Prince Edward Island

1. The Leadership

President Greg Clayton University of Prince Edward Island

VP Professional Development Kevin Simpson University of New Brunswick

VP Membership and Treasurer Marina Clayton-Theriault Dalhousie University

VP Communications Technology Craig Hickey University of New Brunswick

& Secretary

2. Chapter Governance

AAPPA By-Laws, modeled after those of ERAPPA, were adopted in 2003 and can be found on our

website which is located at www.erappa.org/AAPPA. Revisions to the AAPPA bylaws were

approved at the 2015 Spring Business Meeting.

In May 2016, Marina Clayton-Theriault was elected VP Membership and Treasurer, replacing Marcel

Falkenham.

3. Chapter Events in 2016-2017

2016 AAPPA Annual Conference. With over 90 attendees, representing institutional members and

business partners, the annual fall conference was once again a huge success. It was held at the

Delta Halifax Hotel located in downtown Halifax, and featured a keynote speaker as well as a day

and a half of educational sessions offered through three tracks. As well, immediately preceding the

conference, AAPPA offered the Supervisor Toolkit to over 20 chapter members. The delivery of this

program locally, combined with AAPPA subsidizing the tuition, made for a highly successful,

accessible and affordable educational offering to our members.

2017 Spring Business Meeting - The annual Spring Business Meeting was held this past May at the

University of New Brunswick.

4. Meetings Planned for 2017-2018

2017 Professional Development Conference. The Fall Professional Development Conference will be

held in Halifax, Nova Scotia on November 23-24, 2017. The keynote speaker and track presentations

are currently being reviewed and final selections will be made soon. In addition to the conference,

AAPPA is very pleased to be able to offer to our chapter members, the Leadership Academy Track 1

this year. It will be presented immediately preceding the conference from November 20 – 22

Halifax, Nova Scotia. The local delivery of this program ties into both AAPPA’s and ERAPPA’s

strategic goals of making educational opportunities accessible to our members. Once again AAPPA

will offer a tuition subsidy to assist in defraying the cost to delegates to this program.

2017

2018 Spring Business Meeting - The 2018 spring business meeting will be held at Mt. Allison

University, Sackville NB, during the month of May.

5. Membership

No Fee Spring Meeting - At this time there is no requirement for our institutions to pay a

registration fee to attend the spring meetings. This is possible due to the generous support from

our host institutions and business partners.

6. Scholarships

AAPPA provides educational support to our members by including $5,000 APPA Program tuition

subsidy in our operating budget. This subsidy is applied to the cost to host the APPA Leadership

Academy program to reduce the registration cost per delegate.

7. Awards and Recognition

No awards or recognitions to report this year.

8. Major Initiatives

AAPPA began organizing ERAPPA 2020 and have selected a site and co-chairs for the conference.

AAPPA will be hosting APPA’s Supervisors Toolkit this fall.

Executive met in the spring to review the strategic plan for the chapter, and aligning this year’s goals

to the strategic plan.

9. Major Areas of Concern

No major concerns to report this year.

10. Finances and Chapter Dues

The AAPPA financial position remained strong at year-ended March 31, 2017. As the chapter does

not collect membership dues, the only source of revenue was that generated through the fall

professional development conference and APPA Leadership Training programs. AAPPA expenses

were primarily those associated with the fall professional development as well as board meeting

expenses, website renewal and bank fees. AAPPA’s current retained equity was largely realized

through hosting the ERAPPA 2011 Annual Conference. Our long-term financial plan is to draw down

this retained equity to deliver and support professional development within our chapter. It is

anticipated at this rate there will remain sufficient working capital for when we next host the

ERAPPA annual conference, at which time we will replenish our equity for the purpose of continuing

our professional development mandate.

11. Event Formats and Costs

2017

The Annual Spring Business Meeting is held over two consecutive half days and is hosted by a

chapter institution. The first day includes a business meeting, working lunch, and informational

presentations, followed by a campus tour. The second day consists of additional informational

presentations followed by roundtable discussions and a tour of a local attraction. Costs are borne

by the host institution and/or through corporate sponsorship, as there are no registration fees.

The Fall Professional Development Conference is held in Halifax over two consecutive half days

(noon-5PM and 8 AM–noon) minimizing delegate attendance costs, requiring only one overnight,

but still providing an opportunity for an evening banquet and networking. The first day is comprised

of a keynote speaker and breakout sessions followed by a dinner that evening for attendees and

guests. The morning of the second day included breakout sessions and roundtable discussions.

Costs include the usual: professional speaker (including travel/accommodations), venue, AV rental,

food, and attendee conference kits. The registration fee for institutional members was $200 per

delegate in 2016.

12. Business Partner Relationships

Business Partners can attend the fall conference and are welcome to sit in on the training sessions

as well as attend the evening dinner to enhance networking opportunities. There is no Hall of

Resources at the fall conference.

The sponsorship fee for the fall conference in 2016 was $1,300.

2017

Delaware Valley Chapter

DVAPPA

Dawn Barnett, Chapter President

Cabrini University

1. Chapter Leadership

President Dawn Barnett Cabrini University

Vice President Jeff Brown Immaculata University

Secretary Jon Brighton Temple University

Treasurer Amber Donato Moravian College

Immediate Past President Michael Patterson Bucknell University

Past President Matthew Yencha Cedar Crest College

Professional Development Tim Korn Muhlenberg College

Membership Andy Feick Temple University

Technology & Communications David Rabold Muhlenberg College

Webmaster David Rabold Muhlenberg College

Business Partner Liaison Leslie Whitby Stantec

2. Chapter Governance

Early in 2017 the vacant Treasurer position was filled by Jaime Garrido (Montgomery County

Community College). Unfortunately, Jaime resigned in March to accept a position outside of our

region. During his brief tenure, Jaime created a standardized treasurers report for monthly board

review that was very well received. Ben Suplick, the past President of DVAPPA at the time

graciously volunteered to temporarily fill the Treasurer position until the Board identified a

replacement. Board Secretary, Sean Ounan (Temple University) also resigned in March of this year

due to personal obligations.

As part of DVAPPA’s bi-annual election process, the following individuals were nominated in May to

fill Board positions for the next two years:

Dawn Barnett (President), Jon Brighton (Secretary), Amber Donato (Treasurer), Leslie Whitby

(Business Partner Liaison to replaced Jessica Slack whose term ended) and Jason VanBuren (Vice

President). The nominees were presented to the Chapter membership and installed to serve two-

year terms at the June Chapter meeting at the Shipley School.

Shortly after the installation of the new Board, Jason VanBuren departed Ursinus College and

submitted his resignation as Vice President. Fortunately, the Board was able to identify another

candidate, Jeff Brown (Immaculata University), who was submitted to the Board and appointed to

the vacant Vice President position.

3. Chapter Events

DVAPPA partnered with KAPPA, April 11-12, 2017 for a Spring Meeting at the Lancaster County

Convention Center. The keynote speaker, Tracy Jones, a former Air Force officer and Gulf War

2017

veteran, presented “A Message to Millennials” which were then followed by three informative

educational sessions:

1. Incorporating Campus Energy & Environmental Concerns in Historic Buildings

2. Design Strategies for Advanced Environments

3. Sustainability for Student Housing

The Shipley School hosted the annual Summer Meeting, June 21, 2017. A short business meeting

was conducted first, which included Board elections/installation. Following the business meeting, an

educational session was conducted that focused on the transformation of the Shipley School

buildings and grounds over a ten to fifteen-year period through an evolving master planning

process. The presentation was very well received and followed by a tour of their beautiful campus.

4. Chapter Events Planned 2017

Tentatively the fall meeting is scheduled to take place October 4, 2017 at the Valley Forge Casino

Hotel. We hope to engage Michael B. Cowley from CE Maintenance Solutions to give a presentation

on benchmarking and KPIs. This mid-afternoon meeting will be followed by a social event for

Chapter institutional members and business partners.

 Holiday Social, January 2018 –TBD

 Winter Meeting, February 2018 – TBD

 Spring Meeting, April 2018 - TBD

5. Membership

Institutional Membership: The Chapter’s 2016-2017 Institutional membership is currently at 67

total members. In an attempt to gain more institutional members, the DVAPPA Board voted to

waive the institutional membership free. Educational institutions in eastern Pennsylvania and

Delaware are now automatically considered members of the Chapter and just need to submit an

application for inclusion on the Chapter’s membership listing. Since the change, the Chapter has

three new institutional members.

Business Partners Membership: The Chapter’s business partner membership is currently at 66. The

Chapter’s previous initiative, offering business partners the opportunity to obtain membership

immediately (and bypass the waiting list) through recruitment of a new institutional member, is

under revision due to the change that automatically admits all educational institutions within the

Chapter’s area as members. A revised policy, that would encourage prospective business partners to

reach out to institutional members and solicit their participation in Chapter events, is under

consideration. Since the Chapter strives to maintain comparable institutional and business partner

membership levels, and there is currently a significant business partner waiting list, identifying ways

to increase institutional member participation is critical to being able to admit additional business

partners to the Chapter.

2017

6. Scholarships

The two $2,500 DVAPPA scholarships, to cover expenditures related to tuition, hotel and/or travel

for APPA educational events/programs, are available annually. The applications period is open

through September 1

and applications can be found on the DVAPPA website.

DVAPPA awarded one $2,500 scholarship to APPA’s “Institute for Facilities Management” back in

April 2017 and the awardee will take advantage of the scholarship this fall.

7. Major Initiatives

The Chapter remains committed to increasing institutional membership to foster improved

collaboration, best practice sharing, while also offering increased exposure to business partners.

With the addition of the Business Partner Liaison, the Chapter remains focused on increasing

professional and social opportunities for all of our members. DVAPPA is actively seeking feedback

from members and striving to accommodate programmatic requests. The Chapter is also working to

gain an increased social media presence by working with younger members of the Chapter to

achieve this goal.

8. Major Areas of Concern

Engaging new educational institutions, keeping the entire DVAPPA membership active and finding

facilities professionals to serve in Chapter leadership roles remains a challenging goal.

2017

Keystone Chapter

KAPPA

Daniel Barlup, Chapter President

Penn State Harrisburg

1. Chapter Leadership

President Daniel Barlup Penn State Harrisburg

1st Vice President James Miller Washington & Jefferson

Vice President Phillip Melnick Penn State University Park

Past President Andrew Wilson Slippery Rock University

Treasurer Thomas Thornton Carnegie Mellon University

Secretary Shannon Wetzel Carnegie Mellon University

Director Robert Unger Pa State System of Higher Education

Director George Papuga Carnegie Mellon University

Director Greg Black Millersville University

ERAPPA Committee Representatives

Chapter Affairs Daniel Barlup Penn State Harrisburg

Prof. Development Robert Unger PASSHE

Membership Andrew Wilson Slippery Rock University

Technology Rick Phillips Penn State University Park

2. Chapter Governance

Nothing to report

3. Chapter Events

Board of Directors meetings are scheduled between our bi-annual meetings, and are used to

plan the upcoming meetings and conduct organizational business to continue to better the

chapter.

Spring 2017 meeting was held in Lancaster, Pa and was held in conjunction with DVAPPA we had

over 230 attendees, we had a great Keynote message and conducted nine sessions on the

second day of white paper presentations. The annual business meeting was conducted and new

officers were elected.

The fall 2017meeting is scheduled for September 27-28, 2017 in Altoona at the Blair county

Convention Center. We will again be having a keynote speaker and nine educational sessions on

the second day.

4. Chapter Events Planned 2018

Spring meeting to be held on April 17-18, 2018 at the Penn Stater in State College, Pa

2017

5. Hosting for ERAPPA

The KAPPA board and ERAPPA 2019 committee is busy planning for another epic meeting to be

held this time in Erie, Pa. The committee is excited to share our love of the area and

demonstrate why you will not want to miss this exciting event.

6. Membership

We continue to have strong showings at our meetings, but are always encouraging new

membership and off a first time attendee scholarship for institutional meetings

7. Scholarships

Kappa offers the Norman H. Bedell Annual Scholarship towards the many professional

development opportunities that Erappa and APPA offers. Awards are handed out at the annual

meeting in the spring and the link to apply is on our web page.

8. Major Initiatives

Membership: The chapter continues to want to grow by gaining new institutional members and

develop our business partner relationships.

Educational Needs: The Chapter continues to try and present valuable information and

informative speakers to our members and is always on the lookout for a dynamic keynote

presenter

9. Areas of Concern

Our chapter strives to keep our meetings affordable and show a tangible value in networking

and education, we want the meetings to be a valuable use of time in this busy world. The

chapter is looking for new and creative ways to engage our members and develop new

relationships.

2017

MARYLAND-DC CHAPTER

MD/DC APPA

Sheri Vucci, Chapter President

Smithsonian Institution

1. Chapter Leadership

President Sheri Vucci Smithsonian Institution

President-Elect Julius Williams University of Maryland College Park

Past (Past) President Chuck Bagley University of Maryland College Park

Treasurer Douglas Fairley American University

Secretary Kelly Geishauser The Catholic University of America

Third Term Director Colleen Kirby Salisbury University

Third Term Director Gary Viola University of Maryland Baltimore

Second Term Director Mary Grube St. Mary’s College of Maryland

Second Term Director Chris Vetick The Catholic University of America

First Term Director Jason Sawyer Smithsonian Institution

First Term Director Kenny Belton University of Maryland Eastern Shore

ERAPPA Committee Representatives

Chapter Affairs Sheri Vucci Smithsonian Institution

Professional Development Julius Williams University of Maryland College Park

Membership Nancy Yeroshefsky University of Maryland College Park

Technology Jason Sawyer Smithsonian Institution

APPA Committee Representatives No Representatives

2. Chapter Governance

Bylaws were last revised June 2014. No changes since the last report.

3. Chapter Events July 2016-August 2017

Board of Director Meetings & Conference Calls

 Planning Meetings:

o September 23, 2016 - Planning Meeting for Fall Program @ Smithsonian Environmental

Research Lab

o December 4-5, 2016 – Annual Planning Meeting @ Rocky Gap Lodge

o February 19, 2017 - Planning Meeting for Spring Program @ Salisbury University

o April 7, 2017 – Board Planning Meeting @ University of Maryland Baltimore

 Conference Calls (July 2016 to August 2017)

o Monthly – noon on the first Monday of each month

2017

Fall 2016 Educational Program. November 4, 2016 the Fall Educational Program was held at the

Smithsonian Environmental Research Center. The meeting was well attended with approximately

70 participants. Topics included: “Running Track and Tennis Court Design and Maintenance!” and

“Getting Everyone to the Table – Green Building Design and Maintenance.”

Chapter elections took place, electing two First Term Directors: Jason Sawyer/Smithsonian

Institution and Kenny Belton/University of Maryland Eastern Shore. Doug Fairley/American

University was elected as Treasurer and Julius Williams/UMCP was elected as President-Elect. Kevin

Petersen left the Board after serving his term as President, along with many years of dedicated

service to the chapter.

NFM&T. March 2016, the Chapter hosted a booth at the 2016 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 2017 ERAPPA Annual

Meeting.

Spring 2017 Educational Program. March 24, 2017, the Spring Educational Program was held at

Salisbury University. Approximately 70 participants attended the meeting. Topics for the meeting

were: “5 Methods to Reduce Fall Hazards and Risks),” “Green Roof Design and Care, and

“Promoting Inclusive Diversity and Equity in Higher Education.”

2017 Annual Two-Day Chapter Educational Program. This was the Chapter’s 17

Annual Summer

Program. Held June 15 and June 16, 2017, at the Rocky Gap Lodge in Cumberland, MD. The

program was successful with approximately 103 registrants and thirteen business sponsors. Topics

included: “Reliability Centered Maintenance – the Philosophy, Implementation and Results,” and

“Personal and Professional Empowerment for Leaders.”

4. Chapter Events Planned 2017-2018

Fall Educational Program: Maryland Institute College of Arts, scheduled for December 4, 2017;

topics to be determined.

Spring Educational Program: Date and location TBD

Annual Two-Day Educational Program. June 14-15, 2018 – Date and Location TBD

5. Hosting for Upcoming ERAPPA Conference

The MD/DC APPA Board is busily wrapping up planning for the 2017 ERAPPA annual conference

October 29 through November 1, 2017 at the Omi Shoreham in Washington, DC. Sheri Vucci and

Kelly Geishauser are co-chairs for the conference.

6. Membership

Our Institutional Membership numbers are holding. We continue to work at recruiting new

members including K-12 and community colleges.

2017

7. Scholarships

Presently, three MD/DC scholarships are awarded each year, selected from the pool applicants

generated by the ERAPPA scholarship process. Scholarships can be used for the APPA Institute,

Leadership Academy, Supervisors Toolkit, and the APPA Credentialing Program.

8. Awards and Recognition

Julius Williams, University of Maryland College Park, received the “Pacesetter Award” at APPA’s

2017 Annual Conference.

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 worked on the development of a template for the annual meeting

website and is using it for the first time for 2017.

10. Major Areas of Concern

None at this time

2017

NEW JERSEY CHAPTER

NJAPPA

Todd Miller, Chapter President

New Jersey Institute of Technology

1. Chapter Leadership

President Todd Miller New Jersey Institute of Technology

President-Elect Richard Stomber William Paterson University

Past (Past) President Charles Nieves New Jersey Institute of Technology

Director For Membership Richard Stomber William Paterson University

Director For Technology Jennifer Grimm Ocean County College

Director For Professional

Development Joana Gonzalez Montclair State University

Treasurer Yohanna Alcantara Rutgers University

Secretary Steve Dubiago Rutgers University

Director at Large Lavone Broxton Montclair State University

Director at Large Mike Rica Rider University

ERAPPA Committee Representatives

Chapter Affairs Todd Miller New Jersey Institute of Technology

Vice President for

Membership Patty Smith The College of New Jersey

Technology &

Communications Jennifer Grimm Ocean County College

Vice President for

Business Partners Amy Baker Parette Somjen Architects

APPA Committee Representatives No Representatives

2. Chapter Governance

No changes since the last report.

3. Chapter Events 2017-2018

Board of Director Meetings & Conference Calls

 Planning Meetings:

o September 28, 2017 - Planning Meeting for Fall General Membership Program @ Kean

University

o October 20, 2017 – Fall General Membership Meeting @ Kean University

o April 18-20, 2018 – Spring Meeting @ Seaview Resort

 Conference Calls

2017

o August 24, 2017

o November 9, 2017

Spring 2017 Educational Program. March 29-31, 2017, the Spring Educational Program was held at

Stockton Seaview Hotel & Golf Club. Topics for the meeting were centered around the theme of

“Creating Leaders Out of Followers”. The Keynote Speaker was Timothy Tobin, “Harnessing the

Power of Your Leadership Story”. The Plenary Speaker was Dr. Michelle Rozen, “Winning Leadership

Strategies Towards Growth and Success”.

Spring 2017 General Membership Program. May 19, 2017, the Spring General Membership

meeting was held at Rider University. The meeting was well attended with approximately 100

participants. Topics included: “The Basics of Commissioning & Retro-Commissioning” and

“Hydrovacs New Path to Safe Digging Practices”.

Chapter elections took place, electing two First Term Board Members: Lavone Broxton, Director at

Large from Montclair State University and Mike Rica, Director at Large from Rider University.

Yohanna Alcantara of Rutgers University was elected Treasurer. Richard Stomber of William

Paterson University was elected President Elect.

Supervisor’s Toolkit. June 19 – 21, 2017, Montclair State University was the host site for this

chapter supported educational event with the program designed and developed by APPA. Michelle

Frederick of American University was the presenter and trainer who led 35 facilities professionals

through this formal supervisory training program.

4. Chapter Events Planned 2017-2018

Fall Educational Program: Kean University, scheduled for October 20, 2017.

Spring Educational Program: April 18-20, 2018 – Spring Meeting @ Seaview Resort

5. Upcoming ERAPPA Conference

The NJAPPA Board will be attending the 2017 ERAPPA annual conference in Washington, DC.

6. Membership

Our Institutional Membership numbers are stable. We continue to work at recruiting new members

including community colleges. Richard Stomber will lead the recruiting efforts.

7. Scholarships

2017: (5) NJAPPA Scholarships will be awarded for the annual ERAPPA conference.

8. Awards and Recognition

At our Spring General Membership Meeting we recognized both Andrew Christ of New Jersey

Institute of Technology and Dave DeHart of Rutgers University for their long standing service and

dedication to NJAPPA.

2017

9. Major Initiatives

Membership. The Chapter continues to cultivate its membership by establishing personal contacts.

We have welcomed Board Members from Montclair State University and Rider University.

Educational Needs. The Chapter continues strive to present meaningful educational topics for our

membership and encourages our membership to be a resource for all of NJAPPA.

2017

NORTHERN NEW ENGLAND CHAPTER

NNECERAPPA

Richard Battistoni, Chapter President

Saint Michael’s College

1. Chapter Leadership

President Richard Battistoni Saint Michael’s College

Vice President Paul Campo University of Vermont

Secretary/Treasurer Jessica Picard University of Southern Maine

Maine State Director Jason Morin Bates College

New Hampshire State Director Gary Harper The Derryfield School

Vermont Director Tom Baker Norwich University

Ex-Officio/Past President John J O’Shaughnessy St. Paul’s School

Committee Representatives

Membership Chair Kathy Kokin Phillips Exeter Academy

Professional Development Chair Tim Garland Keene State College

Business Partner Chair Rich Wolbach University of Vermont

Technology Chair Billy Gagnon Phillips Exeter Academy

Emeriti Chair Hank Dozier Retired

Business Partner Liaison Kathryn Risotti Genesan

ERAPPA Committee Representatives

Chapter Affairs Richard Battistoni

Professional Development Tim Garland

Membership Kathy Kokin

Technology Billy Gagnon

2. Chapter Governance

Bylaws were last revised April 19, 2017. There were significant changes in the bylaws since last

report. Finding an institution that could host a meeting in the fall was a constant difficulty.

Beginning in the spring of 2019, NNECERAPPA will host one, 2 day meeting in the fall. UVM is

currently scheduled to host this meeting. We also reduced the number of scholarships offered

from 16 to 8 to account for only hosting 1 meeting/yr. Scholarships continue to be set at $2,000.

Other changes included formally naming the position of “Business Partner Liaison” to the Board,

changing annual membership dues from $50 to $100 and changing the fiscal year to January 1 –

December 31 (to line up with tax year). Minor typographical and formatting changes were also

included.

3. Chapter Events in July 2016-August 2017

Board Meetings & Conference Calls

2017

 April 20-21, Bates College, Lewiston, ME, Chapter conference.

 July 23-24, 2017 - Chapter Retreat Meeting @ Radisson Hotel & Expo Center

 Conference Calls: Calls are held monthly

4. Chapter Events Planned 2017-2018

Spring 2018 Meeting: SNHU & The Derryfield School, Hooksett, NH, 3/12/18

Spring 2017 Meeting: Bates College, Lewiston, ME – April 20-21, 2017

5. Hosting for Upcoming ERAPPA Conference

The NNECERAPPA Board is planning for the 2018 ERAPPA annual conference. John O’Shaughnessy

and Connie Simmons are co-chairs for the conference. The location is Manchester, NH: September

– October 3

2018. The theme is “REVITALIZE”.

6. Membership

Our Institutional Membership numbers are holding. We continue to work at recruiting new

members including K-12 and community colleges.

7. Scholarships

Approx. $12,000 in scholarships were given out to APPA, ERAPPA and NECERAPPA events.

8. Award and Recognition

Phil Meldrum, Bates College, was presented with a Certificate of Appreciation for all his service to

the Chapter and recognized as one of the Founding Fathers of NNECERAPPA.

Leo Deon, University of Maine, was presented with a Certificate of Appreciation for all his service to

the Chapter and received Emeritus Status.

Anita Bailey, Phillips Exeter Academy was presented with a Certificate of Appreciation for all her

service to the Chapter.

Connie Simmons, Phillips Exeter Academy was presented with a Certificate of Appreciation for all

her service to the Chapter.

The Chapter continues to recognize long-term attendees through its pin recognition program.

Recognitions are for 5 year, 10 year, 15 year and 20+ year increments. An “Emeritus” status is also

recognized.

9. Major Initiatives

Membership. The Chapter continues to develop membership by establishing personal contracts

through Business Partners and institutional members.

Educational Needs. The Chapter ensures cutting edge sessions, and strive to provide AIA and other

professional CEUs for the sessions.

Technology. The chapter continues to update and refresh our webpage as needed.

2017

10. Major Areas of Concern

Ramifications of changing from hosting 2 Chapter conferences per year to hosting 1 Chapter

conference per year. The Chapter will continue to poll institutional members, host committees,

business partners and conference attendees to assess any potential negative impacts to the Chapter

mission.

There have been significant changes on the Chapter’s standing committees and the Chapter will

strive to bolster membership on these committees.

2017

New York Chapter

NYAPPA

Barry McHugh, Chapter President

University of Rochester

1. Chapter Leadership

President Barry McHugh University of Rochester

First Vice-President Paul Wurster Monroe Community College

Second Vice-President John McEnrue SUNY at New Paltz

Past (Past) President George Stooks SUNY at Genesco

Treasurer Mike LaPoint Nazareth College

Secretary Kim Nelson SUNY at New Paltz

2. Board of Directors

KyuJung Whang Cornell University

Rex Giardine, PE/RA Syracuse University

Greg Lischke Ithaca College

Kevin Thompson Buffalo University

John Moore, PE Rochester Institute of Technology

Alternative Directors

Andrew Germain Cornell University

Tim Cary Ithaca College

Jim Chodak University of Rochester

ERAPPA Committee Representatives

Chapter Affairs Barry McHugh

Professional Development Andrew Germain

Membership George Stooks

Technology John Moore

APPA Committee Representatives

No Representatives

3. Chapter Governance

None at this time.

4. Chapter Events:

The University of Rochester will be hosting a Drive-in conference on September 21, 2017, this

program is listed on the APPA Education web page. This one day five track program will be focused

on Transportation, Electrical, Infrastructure, Ventilation and Security. All tracks will offer AIA credits

which greatly enhances the importance of helping our colleague’s in engineering fields. We have

2017

just completed another very successful Toolkit class in SUNY New Paltz with 26 graduates. We are in

the process of planning another in late fall at another area in the state.

5. Membership

None at this time

6. Scholarships

None at this time.

7. Awards and Recognition

None at this time

8. Major Initiatives

NYAPPA has been very busy with its new WEB design and are planning a end of year roll out. With

that completion we will continue with a joint WEB design for both NYAPPA and the NYS higher

education system SUNYPPAA. We also continue to partner with SUNY on joint programs and

conferences to ensure higher turnout and cost down.

9. Major Areas of Concern

None at this time

2017

ONTARIO CHAPTER

OAPPA

Tom Saint-Ivany, Chapter President

Brock University

1. Chapter Leadership

President Tom Saint-Ivany Brock University

Paul Martin Western University

Past (Past) President Rick Zalagenas University of Waterloo

Vice-President/Secretary Hugh Briggs LakeHead University

Treasurer Claudio Brun del Re University of Ottawa

Energy Committee Chair Paul Martin Western University

ERAPPA Committee Representatives

ERAPPA Board Paul Martin Western University

Technology & Communications Gordon Robins University of Toronto

Chapter Affairs Tom Saint-Ivany Brock University

Hugh Briggs LakeHead University

Professional Development Kevin Gallinger Carleton University

Membership Steve Sicluna York University

2. Chapter Governance

There has been no change in the structure since the last report. The organization did a review to

see if changes to recent tax and not for profit law in Ontario would require any changes. None were

identified.

3. Chapter Events September 2015-August 2016

Directors

September 13, 2016 – at York University

December 12, 2016 – at York University

March 30, 2017 – at York University

June 2, 2017 – at Wilfrid Laurier University

Energy Committee

September 12, 2016 – York University

December 11, 2016 – University of Toronto

March 29, 2017 – at Ryerson University

Annual Conference

OAPPA 2017 – May 30, 2017 to June 2, 2017 – at Wilfrid Laurier University

2017

4. Chapter Events Planned 2016-2017

Directors

September 20, 2017 – York University

December 13, 2017 – York University

March 29, 2018 – York University

June 1, 2018 – York University

Energy Committee

September 19, 2017 – Ryerson University

December 12, 2017 – University of Toronto

March 28, 2018 – Ryerson University

Annual Conference

York University May 29, 2018 to June 1, 2018

5. Membership

Membership is stable and the participation rate is very good. Last year OCFMA and OAPPA joined

together for the Energy Committees to have one meeting for both groups. This year OCFMA and

OAPPA are looking at joining the organizations together for APPA and ERAPPA purposes. A team

will be setup to see how PD events can be adjusted to meet both the needs of the colleges and

universities.

6. Scholarships

Nothing to report.

7. Awards and Recognition

Nothing to report.

8. Major Initiatives

Ontario Cap & Trade (tax on carbon) has been released. The Universities and Colleges together

negotiated funding for the sector to help move us to a GHG free environment.

Education sessions on Cap & Trade have occurred at all meetings involving both colleges and

universities.

Lobbing the Ontario government on a number of issues:

 Changes to the Lien and construction act - Prompt payment to contractors and sub-

contractors

 Cap & Trade – funding and type of projects funds can be spent

 Energy reporting

 Changes to the Waste and Recycling regulations

 Changes to the Boiler and Pressure Vessel regulations

 Changes to the definition of Class A accounts for electricity use

9. Major Areas of Concern

Nothing to report.

2017

SOUTHERN NEW ENGLAND CHAPTER

SNEAPPA

Keith C. MacDonald Chapter President

Bridgewater State University

1. The Leadership

President Keith C. MacDonald Bridgewater State University

Vice President Jerry Sidio University of Rhode Island

Secretary Vacant

Treasurer Jessica Abbott University of Hartford

Board Members Keith Woodward Quinnipiac University

Melinda Lamoureux Bridgewater State University

Douglas Michael University of Rhode Island

Webmaster Peyton Gibson University Rhode Island

John Marshall University Rhode Island

ERAPPA Committee Representatives

Chapter Affairs Keith C. MacDonald Bridgewater State University

Professional Development Douglas Michael University of Rhode Island

Membership Melinda Lamoureux Bridgewater State University

Technology Peyton Gibson University of Rhode Island

2. Chapter Governance

BYLAWS WERE LAST REVISED IN JUNE 2008 AND ARE CURRENTLY UNDER REVIEW

3. Chapter Events in 2017

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 our fall meeting was held at

1. University of Connecticut

a. The first session was “Technology in Context”: Godzilla or Tokyo? It was an engaging

presentation of technology and its relationship to industries over time.

2017

b. Second session was a presentation on “UCONN’s Facilities Organizational Structure”. The

evolution of UCONN”S facilities organizational structure, why change was necessary and

how it looks today.

c. Tours of facilities followed lunch

2. University of Rhode Island June 2017

a. The day’s events started with a brief business meeting. Our board did a review for our

members on the ERAPPA mid-year mtg. pitching the ERAPPA 2017 conference.

b. First Session section A. titled “Animal’s on Campus” Panel discussion of policies and

practices to manage service animals, comfort animals, etc.

Section B. “Workplace Fitness and Injury Protection” Discussed stretches and exercises

that can be used daily in the shops or offices to help reduce work injuries.

c. Second session “South County Solar Consortium” section A. panel discussion of adjoin

towns to URI on a project that will provide over 45MW of solar back into the grid.

Section B. “Grounds Management in Capital Construction” Discussed the construction

management by URI Grounds Dept. during and after building construction.

d. This was followed by lunch and campus tours

3. Dunkin Donuts Center, Hartford, Ct. November 2017

a. First session “The Dynamics and Competing Priorities of Meeting Capital Project

Budgets”

b. Second session being finalized

4. Chapter Events for 2017

 January 2017 board mtg. Providence, R.I. review of the ERAPPA 2015 event

 June 2017 board meeting URI. planning mtg. upcoming events

 Conference calls website updates, scholarship review, candidate nominations

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. The board is considering a change toward formalizing our

membership to include actual membership applications, membership limited and other

requirements.

6. Scholarships and Awards

The Chapter continues to award scholarships based on requests and needs to chapter members.

The board considers additional scholarships toward the ERAPPA annual meeting on a need basis.

Chapter fully supports APPA/ERAPPA credentialing efforts and is in discussions to host localized

training to assist our members

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

2017

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.

With rising costs our board lowered our registration fees to $60.00 to cover our costs. This has paid

dividends with record attendance at our Spring and Summer mtgs. Our registrants have been

appreciative in these tight budget times.

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.

8. Business Partner Relationships

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.

There has been a concerted effort to get business partners more active in the duties of the chapter.

This is being accomplished by pairing a business partner with an officer or other institutional

member to help complete duties. For example, a business partner works with our webmaster to

ensure that chapter website is up to date and accurate.

9. Major Areas of Concern

Nothing to report.