PRSM Mid-Year Conference Brochure

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Learn industry best practices & trends

Embrace new sourcing and vendor management techniques

Collaborate with your peers and invite your internal sourcing partners to join you

Share vendor management business practices that work for you

Acquire new sourcing tools and templates

Evaluate your sourcing and procurement processes

Identify new service providers or meet with your existing vendors

STRATEGICSOURCINGFOR RETAILFACILITIESSERVICES

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Facilities Management Professionals are challenged to work with their sourcing teams to quantify and validate the service providers working in their stores. This conference will provide valuable ways to meet that challenge.

Industry Thought Leader Presentations

•Today’s Sourcing Business Practices

•Trends in Sourcing

•Sourcing for Green Products & Services

•Useful Tools to use in Sourcing

•Managing and Assessing Vendor Performance Effectively

Who Should Attend?

•Retail Facilities Professionals

•Sourcing Professionals

•Procurement Professionals

•Project Managers

•Regional Facilities Managers

•Property Managers

•Store Life Cycle Managers

•Asset Managers

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PRSM is the leading membership association that empowers Retail Facilities Professionals to make informed business decisions by delivering best practices, education, forums and valued partnerships.NOT A MEMBER YET? Join and collaborate with your fellow FM peers by emailing [email protected] or visit www.prsm.com. Membership dues will be prorated October 1 through December 31, 2013.

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ConferenceSchedule

PRE-CONFERENCE: TUESDAY, OCTOBER 810:00 am — 12:00 pm RFMP Exam 1:00 pm — 6:00 pm Registration and Member Services Open 2:00 pm — 5:00 pm Exhibitor Move-in 3:00 pm — 6:00 pm Facilities Connection / Marriott Hartford Downtown 3:30 pm — 5:30 pm PRSM Committee Meetings / Marriott Hartford Downtown 5:30 pm — 6:30 pm Volunteer Appreciation Reception (by invitation only) / Marriott Hartford Downtown

CONFERENCE: WEDNESDAY, OCTOBER 9 6:30 am — 5:30 pm Registration and Member Services Open 7:00 am — 8:45 am Exhibitor Move-in 7:30 am — 9:00 am Continental Breakfast 8:00 am — 8:45 am New Member/First Time Attendee Orientation 9:00 am — 10:00 am Opening General Session and Keynote10:15 am — 12:15 pm Maintenance MarketPlace12:15 pm — 1:30 pm Luncheon & General Session

CONFERENCE: WEDNESDAY, OCTOBER 9 1:45 pm — 3:00 pm Concurrent Sessions

•Diverse Strategies in Developing a Strategic Sourcing Plan

•Anatomy of a Waste Management and Recycling RFP

•Retailer2Retailer Best Practices Forum: Extra Small & Small Boxes (15,000 sq. feet or less)

•Facilities 101: HVAC3:00 pm — 3:30 pm Break3:30 pm — 4:45 pm Concurrent Sessions

•Ranking the Respondents: RFP Scorecards•Qualifying Green Vendors & Products•Retailer2Retailer Best Practices Forum: Medium Boxes (15,001 – 50,000 sq. feet)•Facilities 101: Lighting

5:00 pm — 6:30 pm Welcome Reception / Marriott Hartford Downtown

*All functions at Connecticut Convention Center unless noted otherwise.

*Connecticut Convention Center | 100 Columbus Boulevard | Hartford, Connecticut 06103

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ConferenceSchedule

Power pumping fists?Yougotit!Get ready for a super-energetic speaker that will help you take what you’ve learned throughout the conference and:

- Inspire you to make changes.

- Evaluate your routine.

- Take a hard look at your attitude.

- Teach you how to ‘Get Switched On’ for the things that matter most to you.

Facilities ConnectionMarriott Hartford DowntownTUESDAY,OCTOBER8:3:00pm—6:00pm

One of the most successful ‘Sourcing in Action’ events is Facilities Connection. PRSM Association helps you cut through the clutter and identify potential service providers whomeetyourpre-determinedqualifications.

RETAILER BENEFITS:•Interview four to six solution providers

pre-qualifiedtomeetyourpressingneedsfor future years.

•Pre-scheduled one-on-one dedicated uninterrupted 20-minute sessions.

Retailers: Participate in Facilities Connection and save $300 in travel expenses + one night free stay at the Marriott Hartford DowntownduringPRSM’sMid-YearConference.(Onerepresentative per company is eligible for reimbursement.)

HOW TO REGISTER: Contact the Vendor Relations team at [email protected].

CONFERENCE: THURSDAY, OCTOBER 10 8:00 am — 2:00 pm Registration and Member Services Open 8:00 am — 8:30 am Continental Breakfast 8:30 am — 9:45 am Concurrent Sessions

•A Framework for Assessing and Improving: Under-Performing Service Providers•Retailer2Retailer Best Practices Forum: Large & Extra Large Boxes (Greater than 50,001 sq. feet)•Facilities 101: Doors, Glass & Locks

10:00 am — 12:00 pm Maintenance MarketPlace12:00 pm — 1:30 pm General Session Luncheon and Keynote:GetSwitchedOn! The Power of Attitude & Activity Presenter: Chip Eichelberger 1:30 pm Adjourn

Chip Eichelberger

*All functions at Connecticut Convention Center unless noted otherwise.


RFMP CERTIFICATION EXAM | Advanced Registration Required Less than one percent of facility management practitioners have earned the Retail Facility Maintenance Professional (RFMP) designation, yettheknowledgeandprestigethataccompanyitcanmakeasignificantimpressiononyourcareerandindustryrecognition. Exam Date: Tuesday, October 8 | Exam Time: 10:00 am – 12:00 pm | Exam Fees: $295 – PRSM Member $790, Non-PRSM MemberContact the PRSM Association Education team if you have questions at (972) 231-9810 or e-mail [email protected].

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Strategic Sourcing EducationMany FM professionals aren’t aware that they are already a part of the sourcing process. Managing vendors, being involved in any part of the RFP Process or suggesting vendors are all part of sourcing. FMs are being challenged to work with sourcing teams to quantify and validate the value that they deliver to their end consumer, the store (managers) and their customers. This new challenge requires education on building partnerships and understand the fundamentals of sourcing and ways to increase effectiveness and drive down costs.

Wednesday, October 9: 9:00 am – 10:00 amOpening General Session: Trends in How We BuyWithout question, how we buy and how we select service providers has come a tremendously long way in the past decade. But, what will the future hold? What land mines and other surprises can we expect? What might we miss given our relentless focus on reducing costs? In this insightful opening general session, we will tackle these questions and more as we discuss what will shape the evolving landscape and how best to prepare for the future.

Michel Theriault, FMP, RPA, LEED AP, Strategic Advisor

Wednesday, October 9: 12:15 pm – 1:30 pmLuncheon: Key Success Factors of Facilities and Procurement Teams“We need to talk.” Sometimes, these words can make your insides quake. In a professional setting, they’re critical. The success of a facilities and procurement partnership lies in clear, concise communication, which allows both sides to deliver top line results for their organization. During this event you will hear from facilities and procurement teams who will share their best practices for establishing strong working relationships built on open lines of communication.

Wednesday, October 9: 1:45 pm – 3:00 pmDiverse Strategies in Developing a Strategic Sourcing PlanWhenitcomestostrategy,onesizedoesnotfitall.Eachbusinessis different, each professional, each set of circumstances. The crux of a strategic sourcing plan is knowing — from the onset — that adaptation far outweighs hard and fast.

Retailer and Vendor Outcomes:• Develop sourcing objectives, strategies and tactics• Evaluate when to use traditional RFPs or conduct online auctions• Create measurable supplier selection criteria• Gain real-world knowledge regarding timeline development

David Acquaviva, Sears Holding Co.


Maintenance MarketPlace exhibit offers a relaxed environment to engage with 159 vendor partners to discuss their services and your future needs. Browse highly valued PRSM partners and inquire about how their productsandservicesfityour brand’s portfolio.

Wednesday, October 9: 10:15 am – 12:15 pmThursday, October 10: 10:00 am – 12:00 pmTo view a full list of vendor partners visit www.prsmmidyear.com, Sourcing in Action.

Maintenance MarketPlace

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Strategic Sourcing Education

Wednesday, October 9: 3:30 pm – 4:45 pmRanking the Respondents: RFP ScorecardsFM professionals strive to deliver value to their customers, the storesandthestores’staff.Asignificantstrategytodelivervalueisthrough the use a systematic sourcing process highlighted by the Request for Proposal (RFP). But an inherent challenge with the RFP process is how a FM or sourcing professional rationalizes a vendor’sprofile.Anybodycanfigureoutwhichvendorshouldbeleastexpensive based upon proposed rates and fees, but so often you “get what you pay for” as the saying goes. But how is one to keep score of subjective information for the purpose of ranking vendors? That’s where the RFP Scorecard template comes into play and can supporttheevaluatingandrankingofqualifiable,subjectivedata.

This hands-on session will review the RFP Scorecard template and illustrate how to use it to maximize results. This session will also feature a review of the new PRSM online Sourcing Tool Kit.

Retailer and Vendor Outcomes:• Review the basic fundamentals of sourcing• Discusswhatvendorprofileinformationiscriticaltoaretailer• Insight into the application and use of the RFP Scorecard Template

David Connelly, David’s Bridal

Thursday, October 10: 8:30 am – 9:45 amA Framework for Assessing and Improving: Under-Performing Service ProvidersHow do you work with a service provider without resorting to legal action? The reality of the sourcing marketplace is that sometimes for partiesfeelliketheirexpectationsaregoingunfulfilled.So,howdoyoutranslate concerns into structured issues and work toward improving the arrangement? This session will propose a framework for assessing an under-performing arrangement, evaluate the type of relationship that exists between you and your service provider, and determine whether the partnership’s built on a foundation of shared trust, goals and objectives.

Retailer and Vendor Outcomes:• Outline clear provider goals and objectives• Demonstrate how to conduct data-driven

assessments of service providers• Perform practical steps to redirect performance Daryl Watkins, A.T. Kearney

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Strategic Green Sourcing EducationIt’s the buzz word heard ’round the world: Sustainability. Nice idea, right? Here’s the deal, this idea will be standard business practice. Are you ready? We spend 90 percent of our lives indoors. The way we build — and operate — the retail and work environment is supremely important, not only from a health/well-being and ecological standpoint, but from a business one, as well. Demand for environmental performance has never been higherandsustainabilitywillbeakeyinfluenceronallaspectsof building operations moving forward. Embracing sustainability now will mean sustaining your business in the future.

Wednesday, October 9: 1:45 pm – 3:00 pmAnatomy of a Waste Management and Recycling RFPThissessionwillunveilthefirst-of-its-kindwastemanagementandrecycling RFP template developed exclusively for PRSM members. A must-have tool for retailers, this template offers complete, clear-cut guidance for both requesting and reviewing bids for recycling programs.

Retailer and Vendor Outcomes:• Identify critical questions to ask future haulers and consultants• Learn how to prepare waste management and recycling RFPs• Examine successful waste management and recycling case studies• Discover what waste management KPIs retailers are evaluating

Justin Doak, LEED AP, Ecoxera, Moderator; Maureen Lux, Dollar Tree, Inc. and Tonya Martin, RockTenn Recycling

Wednesday, October 9: 3:30 pm – 4:45 pmQualifying Green Vendors and ProductsThis session is designed to provide clear, consistent steps for qualifying green, sustainability-driven vendors and suppliers. Green is the thing, but which earth-focused, eco-friendly vendors share your vision for the future? While green claims run rampant, it’s crucial for all sourcing professionals in the facilities division of retail companies to be able to cut through the clutter to make the most informed business decisions.

Retailer Outcomes:• Discover how to assess vendor claims on

sustainability attributes and initiatives• Learn how to examine and measure vendor qualification,servicesandproducts

• Understand how to utilize the PRSM Strategic Green Sourcing Survey template

Vendor Outcomes:• Vendors are encouraged to attend this session to gain valuable

insight into what retailers will be expecting regarding sustainability• Discover how to meet retailers’ sustainability expectations• Understand how to utilize the PRSM Strategic

Green Sourcing Survey template Justin Doak, LEED AP, Ecoxera, Moderator, Linda Giddens, Office Depot and Amber Johnson, Powerhouse Retail Services

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Facilities 101 Education

To work together on any project effectively and successfully, it’s essential that each team member use a common language and have a clear understanding of facilities operations. This unique series of classes, led by ateamofsubjectmatterexperts,willfilltheknowledgegapforindividualswith little or no experience with multi-site facilities trades. Participants will develop an understanding of essential terminology and the anatomy of each trade to effectively implement successful maintenance programs.

Who Should Attend?• FMswhowishtoincreasetheirbasicknowledgeinaspecifictrade• Individuals transitioning into the FM profession• YoungprofessionalsenteringtheFMfield

Wednesday, October 9: 1:45 pm – 3:00 pmHeating, Ventilation and Air Conditioning (HVAC)Topics include:• HVAC Terminology• Fundamentals of Air Conditioning• Heat Transfer• Types of HVAC Systems• IdentificationandOperationofKeyComponents• Controls• Purpose and Process of Preventative Maintenance• Components• Life Safety/Codes• Common Maintenance Issues

Curt Picard and Ron Prager, Brinco Mechanical Services, Inc.

Wednesday, October 9: 3:30 pm – 4:45 pmLightingTopics include:• Lighting Terminology• Design Objectives• Anatomy of a Lighting System• Light Sources• Drivers, Ballasts & Power Supplies• Controls• Lighting Application Spaces• Common Maintenance Issues

Ryan C. Rodau, GE Lighting

Thursday, October 10: 8:30 am – 9:45 amDoors, Glass and LocksTopics include:• Life Safety/Codes• Doors, Glass, Locks Commonly Used Parts/Terminology

• Doors• Manual (Storefront/Hollow Metal)• Automatic• Rolling/Overhead

• Glass/Safety Codes• Locks - Basics

• Cylinders/Cores/Restricted Systems• Rekeying/Key Duplication

• Common Maintenance Issues

Don Cherry, Jr., PSP, CCPR, Ingersoll Rand Security Technologies of New England

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RETAILER ONLY FORUMS

These forums offer a glimpse of the format and content covered during a full-day Retailer2RetailerBestPracticesForum.OurshorterMid-YearConferenceversionprovides you an opportunity to test-market any idea or challenge (actual or potential) withafocusgroupofyourretailpeersallwillingtohelpyourefineyourconcept.Discussiontopicswillcenteronvendormanagementsourcingandbasedonspecificstore sizes. Wednesday, October 9: 1:45 pm – 3:00 pm Extra Small & Small Boxes (15,000 sq. feet and less) Facilitator: Robbie Drake, The Pantry, Inc. Wednesday, October 9: 3:30 pm – 4:45 pm Medium Boxes (15,001 – 50,000 sq. feet) Facilitator: Michaela Bass, FMA, Golf Town Thursday, October 10: 8:30 am – 9:45 am Large & Extra Large Boxes (Greater than 50,001 sq. feet) Facilitator: Matthew Jacques, BJ’s Wholesale Club, Inc.

Thank you to our R2R Sponsors!

Retailer2Retailer Best Practices Forums

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Conference SponsorsThank you to our sponsors.

Action Services GroupBerger Engineering CompanyBonded Filter Co.Capitol LightFerrandino & SonsGlobal Facilities Management and ConstructionKey West Air

Massglass & Door ServiceMX ServicesPowerhouse Retail ServicesPrestige Maintenance USAProcter & Gamble ProfessionalServicecom USAVerisae

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Registration Fees & InformationRegistration Online at www.prsmmidyear.com

CATEGORY BY SEPT 20 SEPT 21–ONSITE

Retailer Member Full Conference $ 75 $ 85

Retailer Member One Day $ 65 $ 75

Retailer Non-Member Full Conference $ 150 $ 150

Retailer Non-Member One Day $ 90 $ 110

Non-Exhibiting Vendor Member Full Conference (Annual Sales Volume Less than $500,000)

$ 500 $ 500

Non-Exhibiting Vendor Member Full Conference (Annual Sales Volume Greater than $500,000)

$1000 $1000

Non-Exhibiting Non-Member Vendor Full Conference

$1500 $1500

Exhibitor Attendee Full Conference

1st & 2nd Attendee Complimentary Complimentary

3rd & 4th Attendee $ 500 each $500 each

5th & 6th Attendee $ 750 each $750 each

Conference attendees must register via the PRSM registration and housing system to receive the conference rates. Individuals must be registeredforthe2013Mid-YearConferenceinordertosecurespecialgrouphousingratesattheofficialhotels.Discount Room Rate Ends: Friday, September 20Check In: 3:00 pm Check Out: 12:00 pm Guests arriving before 3:00 pm will be accommodated as rooms become available.Cancellations: Reservation changes (based on availability) and cancellations can be made through PRSM Conference Registration and Housing Customer Service until 5:00 pm Central time, September 20, 2013, by e-mail at: [email protected]

PRSM Conference Registration and Housing Customer Service

All prices above USD.

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Hotel & Travel

MARRIOTT HARTFORD DOWNTOWN 200 Columbus Boulevard, Hartford, CT 06103

Discount Room Rate: $177.00 USD/plus tax (King/Double)

HILTON HARTFORD 315 Trumbull Street, Hartford, CT 06103

Discount Room Rate: $159.00 USD/plus tax (King/Double)

AMERICAN AIRLINESAmerican Airlines is offering a special 5% discount off of non-refundable published fares on AmericanAirlinesandAmericanEagleflightsonly.

Go to www.AA.com and choose ‘More Flight Search Options’ and insert promotion code 44H3AK. No ticketing charge.

This discount is valid for travel from October 1 to October 28, for travel to Bradley International Airport (BDL).

Youmayalsocall1-800-433-1790tobookyourflights,andprovidediscountcode44H3AKl. Please note there is a reservation service charge of $25.00 USD for phone purchase and $35.00 USD service charge for airport purchase.

DID YOU KNOW?Semi-express bus service connects Bradley International Airport (BDL) and Downtown Hartford daily and nearly every hour. Fare is just $1.30 each way.

AMTRAKTravel along the Northeast corridor is easy on Amtrak. No matter whether you aretravelingfromPhiladelphia,NewYorkorBostonitisadirectshot.

Amtrak Reservations: 1-800-872-7245

Convention Fare Code: X43P-973

Amtrak offers a 10% discount off the best available rail fare to Hartford, CT between October 05, 2013 and October 13, 2013. To book your reservation call Amtrak at 1-800-872-7245 or contact your local travel agent.

Discounts cannot be used via Internet. Please be sure to refer to Convention Fare Code X43P-973 when making your reservation. This offer is not valid on the Auto Train and Acela Service. Fare is valid on Amtrak Regional for all departures seven days a week, except for holiday blackouts. Offer valid with Sleepers, Business Class or First Class seats with payment of the full applicable accommodation charges.

AVIS BUDGET GROUP RENTAL CARThrough a partnership with Avis Budget Group, you can now take advantage of a discount with Budget or Avis car rental. When making a reservation, it is very important that you always ask for the best rate available by providing the discount number below:

Avis Budget Reservations: 1-800-331-1212 Reservations at 1-800-527-0700 (AWD) B057400 (BCD) A058300

For additional savings visit, www.prsmmidyear.com, Hotel & Travel.

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