Carnegie Mellon University
Buildings (and grounds) that work for the people who
Architecture and Engineering Services
Assistant Vice President
Deputy to the Assistant Vice President
Environmental Health and Safety
Operations and Utilities
The FMS Strategic Plan is intended to compliment the Business and
Planning (BAP) Strategic Plan. It builds on BAP initiatives as they
relate to FMS operations. The FMS Strategic Plan does not repeat
the BAP Strategic Plan; it provides guidance to the reader as to the
direction FMS is taking, and the values and basic philosophies of
how FMS delivers its services to Carnegie Mellon University. As a
result, both the BAP Strategic Plan and the FMS Strategic Plan must
be treated as companion documents. Reading one without the
other does not adequately represent FMS. The BAP vision,
mission, values, goals, and strategies apply to FMS employees at
all levels with FMS vision, mission, values, goals, and strategies
specific to FMS operations.
For the purposes of this strategic plan, the following definitions are
• Core Activities: What we do now and strategies for improving.
• Areas of Focus: Initiatives for improving performance.
• Foundations: Core values and strategies for growth or
FMS STRATEGIC PLAN
Vision, Mission, and Values
Vision FMS will provide the highest quality facility management and
safety/environmental services for academic, research, auxiliary, and
business functions in support of Carnegie Mellon’s vision for its future
and anticipated relationships in the Pittsburgh region.
Mission FMS manages the real property assets (facilities and infrastructure) of
Carnegie Mellon University. Critical to FMS activities is the preservation
of life safety systems, a consistent capital development program, pro-
active facility preservation, and the regular attention to the changing
needs of the university community and surrounding environs.
Specifically, FMS will accomplish the following:
• Optimize the master plan by identifying opportunities to enhance
buildings, grounds and utility systems.
• Respect and protect the value of university historic facilities.
• Provide safety and environmental protection services in support of
academic, research, and business activities.
• Optimize management systems to respond to university needs.
• Ensure the appropriate application of operating, capital,
improvement, renovation, maintenance, repair, and utility
• Encourage the culture of teamwork and diversity.
• Recognize good work.
2 Vision, Mission, and Values
FMS Strategic Plan
CORE Stewardship of University Facilities
ACTIVITIES Goal: Plan new or renovated facilities that integrate customer needs,
safety, functionality, aesthetics, environment, cost, and maintainability.
• Utilize life cycle cost analysis and system functionality in new and
renovated facility decisions.
• Compare and ensure first costs are in line with other universities
and private sector organizations.
• Revise and utilize an updated project management manual with
special emphasis on conceptual design input and
• Establish construction and renovation standards through the
publication and use of design guidelines.
• Implement outdoor space master plan.
• Obtain City approval for a revised master plan.
Goal: Maintain existing facilities to a level consistent with national
research and education institutions.
• Continue the development and implementation of a preventive
maintenance program in an expedient manner, and measure its
impact on routine maintenance.
• Monitor cost of maintenance, and develop strategies to address
repetitive problems (e.g., value solutions vs. quick fixes, on-
• Provide routine maintenance services in accordance with
performance standards and customer requirements.
• Achieve maintenance equilibrium by obtaining funding at least
equal to annual increases in deferred maintenance.
• Ensure that work is completed or deferred according to
appropriate criteria; communicate to customer.
• Update facility condition inspection on a 5-year cycle.
• Develop a long term master plan for life safety.
Goal: Upgrade utility infrastructure and maximize efficiency of utility
• Develop and implement an energy management plan.
3 Core Activities
FMS Strategic Plan
• Participate in the development of the Bellefield Steam Plant long
• Prioritize and implement the Utility Master Plan.
Goal: Fully satisfy customer driven requirements balancing quality
• Survey customers to determine if maintenance services, project
work, safety and environmental services, and custodial
activities meet their needs.
• Utilize survey information to drive changes in workforce
deployment, resource allocation, and standards.
• Enhance lines of communications with customers and help them
understand facility issues.
• Strengthen the facility coordinator program.
• Have customers collaborate in the development of products and
Goal: Enhance safety for FMS employees.
• Inspect mechanical rooms and utility tunnels for asbestos
materials; remediate problems and post warning signs, as
• Expand the functionality of the FMS Safety Committee and to
provide real, tangible safety improvements.
Goal: Provide appropriate systems and resources to enable the
workforce to perform at maximum productivity.
• Provide correct materials when needed through stocking or just-in-
time (JIT) delivery from preferred vendors.
• Provide sufficient tools and vehicles appropriate for getting the job
done consistent with university requirements.
• Eliminate redundant paperwork; strive to develop a paperless
4 Core Activities
AREAS OF Information System Enhancements
FOCUS Goal: Implement effective information systems.
• Maintain desk top computer and server systems at appropriate
• Determine software needs and standardize software including
appropriate upgrades and linkage to databases.
• Provide appropriate level of document conversion capability
needed for cross-environment communication.
• Ensure access to FMS electronic systems for shop personnel.
• Ensure that electronic systems are Year2000 compliant.
• Create an FMS library system, including Computer Aided
Facilities Management, to manage plans, specs, and operations
Goal: Design for quality.
• Create a quality assurance function reporting to the AVP.
• Monitor implementation of the Strategic Plan.
• Prepare comparative analysis (timeliness/cost/quality) of project
and maintenance work.
• Ensure error-free financial activities in the areas of time tracking/
pay of hourly employees, PTO tracking, and customer billings.
Goal: Achieve superior results through process simplification.
• Benchmark against the “best of the best.”
• Evaluate value of services; prioritize according to needs and
redirect resources for highest value.
• Formalize and fund commissioning of new buildings and
• Automate building systems to achieve maximum efficiencies.
5 Areas of Focus
Goal: Strengthen collaborative efforts to attain “legendary service.”
• Team and partner within FMS and throughout the University to
make effective use of available expertise.
• Examine current level of activity, dedication, and real
Goal: Celebrate diversity.
• Foster diverse opinion and promote the benefits of this diversity.
• Develop mutual respect among all workers.
• Seek participation in bidding by disadvantaged business
• Work with Human Resources to seek qualified candidates with
6 Areas of Focus
Goal: Create a culture of professionalism, integrity, and camaraderie
around our vision, mission, and objectives.
• Clarify purpose, policies, and procedures; continuously update
• Utilize sound business practices (accountability at all levels).
• Manage by fact.
Goal: Ensure a supportive environment.
• Focus on team as the basic structure of work.
• Empower everyone in the workplace to perform meaningful,
• Cause staff to feel connected to vision, mission, purpose,
customers, and success of the department.
Goal: Provide professional development opportunities to ensure
• Create a learning organization.
• Develop a professional development plan for each employee as
part of the performance feedback process.
• Implement training and development plans to meet the needs of
the individual and the university.
• Provide training required by regulatory or professional
• Funding training as a high priority.
• Participate in learning forums to develop technical skills,
mentoring, apprenticeships, networking, and on-the-job training.
Goal: Establish consistent standards of performance for all FMS
• Develop and validate position descriptions for each FMS
employee to make them accountable for their work.
• Establish performance expectations and provide feedback to
ensure consistent employee management; document this
• Recognize good work.
• Nominate employees who have performed in an exemplary
manner for division and/or university recognition and reward
Goal: Develop and implement a communication plan for FMS.
• Create a bulletin board to post organization specific information.
• Publish minutes of meetings, and distribute to membership and
post on bulletin board.
• Appoint task force to investigate other communication
• Continue the publication of the quarterly and annual FMS
• Publish a monthly 8½ by 11 for all employees.