Kenton Miller, FMP

Board of Trustees, IFMA Foundation

Foundation Staff

Executive Director of IFMA Foundation

Jeffrey J. Tafel, CAE

IFMA Foundation

800 Gessner Rd., Suite 900

Houston, Texas 77024-4257 USA

Phone: +1 281-974-5600

jeff.tafel@ifma.org

Director of Academic Affairs

Steve Lockwood, CFM

IFMA Foundation

12 Plockton Lane

Bella Vista, AR 72715 USA

Phone: +1 479-586-1485

steve.lockwood@ifma.org

What is the IFMA Foundation?

The charitable portion of the International

Facility Management Association

US 501(c)3 registered charitable

organization – contributions are tax

deductible for US citizens and commercial

entities

What is the IFMA Foundation?

Established in 1990, the IFMA Foundation works for the public good to promote educational opportunities for the advancement of facility management, scholarships and research.

The IFMA Foundation is supported by the generosity of the facility management community, including IFMA members, chapters, councils, corporate sponsors and private contributors who are united by the belief that education and research improve the facility management profession.

Brief History and Highlights Founded in 1990, as a 501C3 non profit organization

Founded to promote research and education of the FM

2005, the BOT voted to preclude paid travel or accommodations for BOT members

2006, the BOT drafted its first Balanced Scorecard

September 2007, David Brady, former CEO of IFMA, turned over the responsibility of

the Accredited Degree Program over to the Foundation

February 2008, the award winning FMpedia conceived

May 2008, the ‘Rock The Foundation’ speakers world tour launched

June 2009, the Sustainability How-To-Guides were brought to life

October 2009, the online IJFM and International Student of the Year launched

June 2010, first non-North American Chair appointed

May 2011, first international Executive Committee meeting held at EFMC Vienna

November 2011, Jeff Tafel joined the Foundation as the Executive Director

September 2012, the first ever Workplace Symposium was held at Cornell University –

the award winning Work on the Move book

2012, our Scholarship Program exceed $1 million in scholarships awarded

2012, CHEA application commenced

What is the IFMA Foundation?

Three major focus areas:

1. Accreditation of FM Degree Programs

2-year, 4-year, and graduate FM degrees

2. Scholarships for FM Students

3. Research and Knowledge Management

Strategy

Mission: Promote and support scholarships,

education and research opportunities for the

advancement of facility management worldwide.

Purpose: To provide greater resources and

educational opportunities to facility management

professionals and foster FM workforce

development by collaborating with higher

education institutions world-wide on FM degree

programs, FM student scholarships and FM

academic research.

FM Workforce Development: Did you know…

For AT&T, there are approx. 1,000 FM professionals (management only).

The approximate numbers of qualified retirements:

~ In 5 years = 350 personnel (35% of workforce)

~ In 10 years = 700 personnel (70% of workforce)

Estimated 600,000 FM in United States

Estimated 3,500 FM retire monthly

Facility Fusion – 800 in room – 5 were under 30 years of age

FM Accredited Degree Program

ADP: What is it? An Accredited FM Degree Program ensures our profession’s vital core competencies

are embedded into the institution’s academic coursework

Accreditation is a voluntary method / process of quality assurance used by universities and institutions designed primarily to distinguish schools adhering to a set of educational standards.

Accredited Degree Programs: 29 North America - 15

Europe - 8

Asia/Pacific – 4

We have approximately 800 FM students in our ADP Programs

Accreditation is valid for 6 years

Degree Level Institution Country Enrollment (Apx.)

Graduate FHS Kufstein Tirol Bildungs GmbH Austria 15

Graduate The University of Sydney Australia 10

Undergraduate (4-year) Conestoga College Canada 30

Undergraduate (4-year) Hanzehogeschool Groningen The Netherlands 100

Undergraduate (4-year) NHTV Breda University of Applied Science The Netherlands 25

Undergraduate (4-year) Saxion Universities of Applied Sciences The Netherlands 25

Graduate Hong Kong Polytechnic University Hong Kong, PRC 15

Associate (2-year) Temasek Polytechnic Singapore 20

Undergraduate (4-year) UniSIM Singapore Singapore 25

Undergraduate & Graduate ZHAW (Zurich) Switzerland 300

Undergraduate & Graduate Leeds Metropolitan University United Kingdom 10

Graduate University College London United Kingdom 15

Graduate Arizona State University USA 15

Undergraduate (4-year) Brigham Young University USA 25

Associate (2-year) Community College of Philadelphia USA 15

Undergraduate (4-year) Cornell University USA 10

Undergraduate (4-year) Ferris State University USA 15

Undergraduate (4-year) Florida A&M University USA 10

Graduate Georgia Tech University USA 25

Undergraduate (4-year) Missouri State University USA 20

Graduate Pratt Institute USA 15

Graduate Rochester Institute of Technology USA 15

Undergraduate (4-year) Southern Polytechnic State University USA 20

Associate (2-year) TCI - College of Technology USA 15

Undergraduate (4-year) University of Minnesota USA 15

Undergraduate (4-year) Wentworth Institute of Technology USA 30

Why Workforce Development and

Accredited Degree Programs?

The FM profession and employers need more higher education

institutions to offering (accredited) degrees in Facility Management

Chapters are encouraged to support FM degree development and

Accreditation

The Foundation’s FM Accredited Degree Program (ADP) ensures

current students, potential employers, parents and prospective

students that the accredited FM degrees meet the rigorous

academic standard for quality, subject content and student outcome

requirements.

11 FM Competency Areas – Educational

Requirements of Accredited Degree Programs

The ADP Standard is currently being updated, reflecting

the results of IFMA’s 2009 Global Job Task Analysis

(GJTA) which defined the 11 core competencies of the

FM profession. Facility managers from 62 countries were

involved in the GJTA, the most comprehensive to date

and the first truly global survey and analysis.

There were 8 Competency areas. Technology made 9

Emergency Preparedness & Business Continuity and

Environmental Stewardship and Sustainability were 10 &

11.

11 FM Competency Areas – Educational

Requirements of Accredited Degree Programs

Communication: communication plan and processes for both internal and external stakeholders.

Emergency Preparedness and Business Continuity:

emergency and risk management plans, procedures.

Environmental Stewardship and Sustainability: sustainable management of built and natural environments.

Finance and Business: strategic plans, budgets, financial analyses, procurement

Human Factors: healthful and safe environment, security, employee development.

11 FM Competency Areas – Educational

Requirements of Accredited Degree Programs

Leadership and Strategy: strategic planning; organize, staff and lead facility organization

Operations and Maintenance: building operations and maintenance, occupant services.

Project Management: oversight and management of all projects and related contracts

Quality: best practices, process improvements, audits and measurements

Real Estate and Property Management: real estate planning, acquisition, disposition.

Technology: facility management technology, workplace management systems.

2012 FM Scholarship ProgramRecord numbers in all categories:

Nearly 100 students applied

43 students awarded scholarships

Scholarship value: $115,400

Total program investment: $164,700

Broad participation:

25 IFMA Chapters

5 IFMA Councils

3 Corporate Sponsors

1 IFMA Alliance Partner

Since 1991 the Foundation has awarded $1+ million

2012 FM Scholarship Program Utilities Council (Doug Underwood

Memorial Scholarship Fund)

Corporate Facilities Council

Greater Philadelphia Chapter

Greater Triangle

Houston Chapter of IFMA (George Graves and Doug Underwood Endowed Scholarships)

Silicon Valley Chapter Scholarship Fund

Atlanta Chapter

Denver Chapter (Pat Harris Scholarship)

Boston Chapter

Central PA Chapter (Charles N. Claar Memorial Scholarship)

ISS World Services

Public Sector Council

Sodexo

FMN (Facility Management Netherlands –a member of the IFMA Alliance)

Academic Facilities Council of IFMA (Steve Strickland Showers Memorial Scholarship)

Manufacturing Council of IFMA

Indianapolis Chapter

S E Michigan Chapter

Suncoast Chapter

West Michigan Chapter of IFMA (Jim Hickey Memorial Scholarship)

Dallas Chapter of IFMA

Capital Chapter of IFMA (Barbara Pryor Endowed Scholarship)

SE Wisconsin Chapter of IFMA (Ken LagaMemorial Scholarship)

Canadian Chapters Scholarship

East Bay Chapter (Karen MarcielScholarship)

Greater Louisville Chapter (Marcia Baker Scholarship)

Sacramento Valley Chapter

Western NY Chapter (Gary SchoenhalsScholarship)

Charlotte Chapter

Staples Student Scholarship

Knowledge Management Team

Mike Schley, Diane Coles-Levine, Nancy Sanquist

The IFMA Foundation, along with IFMA’s research staff, is working towards

identifying a research agenda. This new agenda will align with industry needs, critical

issues and trends - creating opportunities for academic research with higher

education institutions and other organizations for years to come.

The Foundation coordinates resources for research

projects that support and extend our knowledge of

the Built Environment

Other Knowledge Management Tools

Free Published Research Reports• Geographic Information Systems (GIS)

Technology

• The Economics of Sustainability in

Commercial Real Estate

• Violence in the Workplace-The Role of the

Facility Manager

• Pandemic Preparedness Manual

• Deliver the Green

• Wireless Systems in the Facility

Benchmarking whitepaper coming soon!

Testimonial: “Ongoing research is an essential part of advancing our

knowledge of the built environment & a great way to advance the FM

Profession.”

Eric Teicholz CFM, IFMA Fellow

President & CEO, Graphic Systems

Published White Papers:

Delivering the Green

Business of Green Cleaning

FM Technology Update

Cut it Out

Violence in the Workplace

Pandemic Awareness

Geographic Information Systems

Research – White Papers

Sustainability How-To Guideswww.ifmafoundation.org for “FREE” downloads,

14 Sustainability

How-To Guides

produced so far!

EPA’s Energy Star Portfolio Manager

Food Service Guide

No Cost/Low Cost Guide

Lighting Guide

Landscaping Guide

Water Guide

Green Building Rating Systems

Data Centers

Global Green Cleaning

Commissioning Existing Buildings

US Gov’t Policy Impacts & Opportunities for FM

Carbon Guide

Knowledge Management

Available for Purchase

Work on the Move: Driving Strategy and

Change in the Workplace

Cut it Out!

FM Technology Update

The Business of Green Cleaning

Addressing the Threat of Terrorism: Guidelines

for Prevention & Response

IFMA Foundation Student InitiativesISY: The “International Student of the Year” is the recognition of an

outstanding FM or related degree student. This student must be

sponsored by a person or organization. ISS is this years ISY sponsor

and is offering a USD $2,000 award plus up to USD $2,000 for the

student to attend WW13 in Philadelphia.

ePoster: the ePoster competition is an

Annual event held at World Workplace for

FM and related degree students to present

FM topics. These topics can be FM

projects, internship experiences or papers

presented in FM courses. The winner of the

ePoster receives a Certificate and travel and

expenses up to USD $1,500 paid to either

World Workplace of the Euro FM

Conference event.

Chapter/Council

Ambassadors & Regional

Liaisons (CARL)With nearly 130 chapters and 17 Councils

that are spread around the world it’s

challenging to keep chapters up to date on

what the Foundation is doing.

Ambassadors by default are often the Chapter Vice President

CARL Session at WWP

Communication

Information Session @ World Workplace

• Friday

Foundation Newsletter

www.ifmafoundation.org

Chapter/Council VP Liaison Program

• Starting later this summer

Social Media

• Linkedin

– Open LinkedIn Group

– CARL Group

Board of Trustees

15 Member Board of Trustees

5 Serve on the Executive Committee

Meet face to face, 3 times per year –

Somewhere in the U.S.

Meet Monthly – Via web meeting

Travel is at Trustee expense

10 Years is the maximum years of service

Minimum contribution to the Foundation

BOT

Roger Peterson, Senior VP, ARAMARK,

Raleigh-Durham, NC

Chair, IFMA Foundation (2012-13)

Jennifer Corbett-Shramo, ICE, IFMA

Fellow, Principal, Clean Solutions Inc.,

and CEO, Innovative Cleaning Services,

Orange County, CA

First Vice Chair

Diane Coles Levine, MCR Director,

Workplace Solutions, SCAN Health Plan,

Los Angeles, CA

Secretary/Treasurer

Tony Keane, CAE, President & CEO

International Facility Management

Association, Houston, TX

IFMA President and CEO

Stephen Ballesty, CFM, MBA, FRICS,

FAIQS, ICECA, Director | Head of

Advisory, Rider Levett Bucknall, Sydney,

Australia

Immediate Past Chair

John Carrillo, IFMA Fellow, CFM, Planning, Design &

Construction, AT&T, West Region at AT&T, San Francisco

Bay Area, CA

Fundraising/Sponsorships

James Corby, CFM, CFMJ, Account Operations Manager,

Steelcase Workplace, Greater Grand Rapids, MI

Education

Cindy K. Heller, SFP, FMP, Manager Facility Programs &

Real Estate Services, National Security Technologies, Las

Vegas, NV

Governance

Christy Jellets, Camp Property Manager at Girl Scouts, Inc.,

Greater Atlanta, GA

Events

David Martinez, PhD, Mphil FMHOUSe, Madrid, Spain

International

Kent Miller, FMP, Conestoga-Rovers & Associates, Las

Vegas, NV

Golf / Events

Julie O’Loughlin, IFMA's Distinguished Facilities Professional

of the Year 2011-2012, Sony Playstation, Mountain View, CA

Marketing

Michael Schley, IFMA Fellow, CEO, FM:Systems, Raleigh-

Durham, NC

Knowledge Management

Dean Stanberry, CFM, LEED AP, National Engineering Ops

Manager, Jones Lang LaSalle, Greater Denver, CO

Education / Knowledge Management

Jim Whittaker, CFM, PE, President/CEO, Facility

Engineering Associates, Washington DC

IFMA Second Vice Chair

Executive Committee

Board

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Initiative 15 - 500

15 Board of Trustees – will leverage themselves

to engage and direct 500 volunteers

June face-to-face meeting hosted by Milliken &

Co. in Spartanburg, SC outlined and defined the

volunteer structure necessary to support our

Mission and Purpose.

Volunteers will be sought to fill committee, task

force and team opportunities

15 to 500 Org Chart

Revenues for the Foundation

Constituents

Dues check-off donations, chapters, councils,

FIBs/Fellows/BoT

Events and Sponsorships

Gala & auction, golf tournaments

Scholarship Sponsors

ADP Colleges & Universities

Research

Publication sales, sponsors

Fund Summary

Total net assets: $917,500

Endowments and Restricted Funds: $875,000

Funds restricted to scholarships: $333,600

Fixtures Furniture Endowment: $473,000

Other restricted funds: $68,400

Endowments (Corpus)

Fixtures Furniture Endowment $390,000

Ken Laga Endowment $ 50,000

Philadelphia Chapter Endowment $ 46,000

Jim Hickey Endowment $ 40,500

Kansas City Chapter Endowment $ 35,000

George Graves Endowment $ 35,000

Doug Underwood Endowment $ 20,000

Barbara Pryor Endowment $ 40,000

• Amounts are approximate

• Norm Polsky FFE

Greater Phoenix Chapter of

IFMA Christeen Seymour - Ambassador

Dues Check Off 31% 2012 $1,317

IFMA SW Symposium

Member Contributions

Committee Support (Ted Ritter, Phil Booker, Jan Minnis,

Tim O’Malley, Curtis Slife)

Board of Trustee member – Kent Miller

Rock the Foundation - $1,500 2012

ASU is a ADP

ASU Student Chapter

IFMA Foundation

Thank you for supporting the Foundation

Our work touches each chapter / council

Our reach is global

Our efforts put the UL into FM