Best Practice White Papers

The Best Practices Committee White Papers are available to members only. If you are not a member, we can email a Best Practice White Paper to you.  Please click on this link and fill out the form to receive the white paper of your choice.

The Evolution of Cleaning in Retail:The New Normal Access Restricted
Author: Brian Bourque, PRSM Association

This white paper exploring the importance of cleanliness and how retail facility professionals can help brands meet both shopper and brand cleaning standards in a cost efficient manner that provides a clean safe store environment for both shoppers and sales associates. 

Although the digital revolution has transformed shopping, the in-store shopping experience is alive and well, based on consumers’ desires to physically connect with the brand and its products in a retail environment. With this increased focus on the importance of the store to the shopper, the in-store experience is capturing the attention of retail leaders and there is an increased emphasis on keeping stores clean based upon brand standards.

Additional reference: "On Solid Ground: Brick-and-Mortar is the Foundation of Omnichannel Retailing" - ATKearney

Establishing an Evaporation Credits Program  Access Restricted
Author: Robert D. Mabry, C.P.M., Vice President, Evaporation Credit Program, Trident Network

This white paper will explore the reasoning behind, basic design and installation of equipment necessary to capture evaporation credits, along with calculations for a typical installation. The availability of credits varies across the country and may depend on the sewer rate structure of the local utility company.

Managing Services in Canada  Access Restricted
Author: David Wescott, CEO, Superior Maintenance Solutions

However, as a retailer, it can be difficult to find vendor partners who can provide services across borders. Finding the right partner can be challenging. It may suit your needs to use Canadian vendor partners and US partners separately for your facility needs. Or it may be in your best interest to narrow the search and locate several highly qualified vendor partners who have a track record in providing comprehensive solutions to facility problems across US and Canada. Finding the right partner to service your Canadian locations can save thousands of dollars in unwanted headaches and problems. Proper vetting will help reduce many of these concerns and will provide peace of mind.

Replacing and Retrofitting Rooftop Units Through the Advanced RTU Campaign  Access Restricted
Authors: Marta Milan, Waypoint Building Group, Michael Deru, PhD, Engineering Manager, Commercial Buildings Research Group, National Renewable Energy Laboratory (NREL), Grant Gable, LEED AP,Executive Vice President, Sales and Marketing, AES Industries, Inc

The Advanced RTU Campaign (ARC) is a recognition and guidance program designed to encourage building owners and operators to take advantage of savings opportunities from high-efficiency RTUs.  The Replacing and Retrofitting Rooftop Units Through the Advanced RTU Campaign White Paper explores the premise, challenges and desired outcomes of participating in the ARC Campaign.  This paper also includes a case study examining Walgreens’ RTU replacement program for all of their stores.

Five Critical Components of Key System Management Access Restricted

A key system is a managed set of key records that can be setup to include as few or as many locks as desired. Managing the system can be a daunting task. 

Geared toward both those who are looking to create a key system and those who wish to improve upon one, this paper is a comprehensive guide to walk you through the five main components of selecting, establishing, and maintaining a key system, including policies and procedures that will fit and work for the organization.  

Many organizations have key systems in place, but unless they are set-up and managed properly, they can become ineffective and/or cost the organization hundreds to thousands of dollars in unnecessary rekeys.

Hazards in Store: A Waste Handling Primer for Retailers  Access Restricted
Authors: Josh M. McMorrow, Vice President and General Counsel of PSC, Tim Wilkins, Bracewell & Giuliani LLP, & Matt Haynie,Bracewell & Giuliani LLP

"Hazards in Store: A Waste Handling Primer for Retailers" helps the retail industry comply with federal, state and local regulations governing the disposal of hazardous elements in their waste stream. Authors, John McMorrow, Vice President and General Counsel, PSC, and Tim Wilkins, Head of Environmental Practice, Bracewell & Giuliani LLP, defines the types of hazardous waste commonly found in the retail environment and explains how various regulations, particularly the U.S. Resource Conservation and Recovery Act, govern handling and disposal.

Energy Sourcing - Best Practices  Access Restricted
Author: Adam Dench, Senior Strategic Energy Advisor, Nania Energy

This new white paper, authored by Adam Dench, Senior Strategic Energy Adviser at Nania Energy, assists retailers in understanding the complicated nature of purchasing electricity and negotiating a contract to suit the typical retailer’s consumption patterns. If your state is operating, or planning to deregulate its electric utility market, this paper will show you the ins and outs of negotiating the price of kilowatt hours.

The Challenges of Deployment of Solar Photovoltaic System at Retail Facilities  Access Restricted
Author: Frank J. Bucceri, Stones River Electric

The decision to install a commercail-scale rooftop solar power system can be a confusing and difficult process, but one that can be a wise choise for many businesses, especially retailers.

KPI Applications in Retail Facilities Management  Access Restricted
Author: Steve Lord, Principal, Kasota Group, LLC

In the competitive world of today’s business environment, retailers are continuously looking for any strategic advantage they can find to gain ground on the competition. In order to assess and measure the value of most strategic initiatives, a retailer must understand the current state of their business and be able to model future initiatives. The use of Key Performance Indicators (KPIs) is a critical element in the mix of tools a Retail Facilities Manager has available to determine their current position and model future strategies.

Sourcing Case Studies for Retail Facilities  Access Restricted
Author: Steve Lord, Principal, Kasota Group, LLC

The final white paper in the series provides industry professionals with insight from some of PRSM’s top retail members who have gone through FM sourcing transitions.  The summaries feature retailers’ perception about the transitions and lessons learned.

Supplier Insights into Competitive Sourcing Options for Retail Facilities  Access Restricted
Author: Steve Lord, Principal, Kasota Group, LLC

The white paper, the second in the series of three, titled “Supplier Insights into Competitive Sourcing” provides industry professionals with information on how the various sourcing models affect their business.  It represents information collected from a cross section of exceptional PRSM suppliers in an objective depiction of the current sourcing landscape. The paper also highlights key factors that influence suppliers and FM organizations operating within the various service models.

Creating Best-in-Class Snow and Ice Management    Access Restricted
Author: Grant Mitchell, Senior Vice President of Provider Relations, Divisions Maintenance Group

This whitepaper assists retail facility professionals with defining the scope of work within snow and ice management contracts, while obtaining high quality exterior maintenance from reliable vendor partners who help monitor service levels and budget expenditures. By examining the variations of contracts and services within the industry, facility professionals are equipped with the knowledge to align necessary business objectives with procurement strategies.

Creating a Retail Facilities Strategic Plan    Access Restricted
Author: John M.S. Nadler, PE, LEED Green Associate, Nadler Resources, LLC

Most everyone has goals and milestones defined for their jobs and possibly their departments, but those goals can sometimes be focused on short term, reactionary or perceived needs of the department, its 'customers' or because that's the way it has always been. While this may serve to meet the current needs of the department's customers, it often does not take into account the bigger picture of where a department can find and bring more value to the company as a whole.

Understanding Retail Facilities Sourcing    Access Restricted
Author: Steve Lord, Registered Professional Engineer

Retailers cannot afford the risk associated with totally disowning their facilities management responsibilities because the facilities that house the products and services they sell are too critical to their overall operational, financial and brand strategy success. This paper discusses the current most common options in human capital sourcing and the pros and cons of each.

Disaster Planning: Staying Ahead of the Tempest    Access Restricted
Authors: John M.S. Nadler, PE, Green Associate, Nadler Resources, LLC
Linda Giddens, Senior Maintenance Manager, Office Depot
Andy Thompson, Senior Regional Facilities Manager, Walgreens

As a facility manager you cannot create and implement a disaster plan by yourself. You have to partner and include other people, departments, and companies to assure success. For example, you should have representation or cooperation from the stores, your contractors and suppliers, legal, real estate, operations, landlords and others. The benefits of disaster planning are the minimization of the loss of life and property. In addition, the ability of a store to be open and operating in as little time as possible helps minimize the loss of revenue. An open store will be able to provide service to the public and employees in a time of great need. Can you afford not to have a disaster plan in place?

Retail Facility Maintenance Professional (RFMP)    Access Restricted
Authors: Mike Lapointe, RFMP and Charisse Luckey, RFMP, Roto-Rooter Services Co.

PRSM answered an industry call and developed the professional designation known as the "Retail Facility Maintenance Professional" (RFMP) exclusively for retail facility managers.  The RFMP is a retail-specific solution covering eight assessment categories, not a one size fits all certification program.  PRSM has developed best practices that help prepare an individual to successfully pass the experience-based exam.

Keys to Successful Request for Proposals (RFPs)   Access Restricted
Author: John M.S. Nadler, PE, Green Associate, Nadler Resources, LLC
Contributors: Rob Schmuelling, Senior Buyer, Luxottica Retail
Peter Mohrhauser, President, Owner, Ascential (formerly RMS)

The buyer must do homework and research about scope of work, standards of service delivery and quality of workmanship when developing a RFP.  If this pre-work  is not done well, the results of the RFP may turn out to be useless.  Accuracy and succinctness are very important in an RFP.  A bidder should have enough information from the RFP to decide what staffing, equipment and materials will be required to perform the work for the stated time period and establish their prices. Information provided by the buyer in a RFP falls into two main categories-general information about doing business with the buyer and information about the work being requested.  This paper will discuss the information contained and required in each of these areas.

Cost Effective Business Strategies     Access Restricted
Author: Big Box Retailer (Name withheld at the request of company)
Over 1,000 locations in U.S. and Canada with several other brands
Budget: $100 million (capital and energy) including $30 million for repairs
Department team: Director, six project managers, two administrative personnel

As a result of an eight year evolution, this big box retailer has honed its cost savings strategies enabling it to operate its stores at maximum efficiency by developing a scalable operations model that condones standardized materials; pro-active maintenance processes and schedules; and internal trade experts who have vertical expertise (flooring, HVAC, electrical, etc.) across all stores.

Building Facilities Department Credibility    Access Restricted
Author: Kirk Beaudoin, FMA, RFMP, CTS; Territory Facilities Manager, Nike Retail, Inc.

In order to earn credibility, one must first be credible. There are many different groups with which your department could build credibility (both internal and external), and some actions will work with all groups but some will be different for each group.  There is the Facilities Department (your team) and the Company (your business leaders, finance department and other departments). There are also your Customers (your stores, store managers, adn all the field management associates) and there are your Partners (your vendors and suppliers). This paper will look at each of these groups and what Best Practices you can use to build credibility with each of them.

Lighting Retrofits   Access Restricted
Retail Perspective Author: Neil Butler, Director of Construction, Store Lifecycle Management, Limited Brands
Vendor Perspective Author: Chris Brown, CEO and George Stroumboulis, National Marketing Manager, Wiedenbach-Brown Company

Limited Brands with the assistance of Wiedenbach-Brown successfully completed several different types of lighting retrofit projects over the past five years, ranging from high cost to low cost, in stores and in its Distribution Centers, high impact to lesser, incremental impact.  With the potential to attain 25 percent, 30 percent and sometimes 50 percent reduction in lighting load, it makes good business sense to pursue these initiatives.  Using energy efficient lighting products not only lessens consumption, but also lessens your company's exposure to rising electricity rates in the future.  This avoided cost could mean millions of dollars to the bottom line and future profitability.

Energy Management Systems   Access Restricted
Retail Perspective Author: Shawn Browning, Regional Facility Manager, Nike Retail, Inc.
Vendor Perspective Author: Jesse Sycuro, Operations Manager-Energy Management Systems, McKinstry Company

Selecting the right Energy Management System (EMS) for your facility can improve energy performance, reduce operating costs, and lessen the environmental impact on your facility. The wrong system can just as easily reverse those benefits. In order to optimize your facilities and meet performance goals, you and your vendor must be aware of the opportunities and challenges related to Energy Management Systems. 

Vendor Relations and Management  Access Restricted
Retail Perspective Author: Paul Walsh, Director, Strategic Sourcing, Gap, Inc.
Vendor Perspective Author: Tom Bevacqua, President, Genesis Maintenance Corporation

Finding and retaining the right vendors is an ongoing challenge for all retailers.  The time and expense involved in engaging new vendors can be a substantial investment for any facilities team.  In order to receive the greatest return on investment, processes must be in place that set expectations, reduce vendor turnover and follow objective performance ratings.




Contact the Marketing Team via email or at 972.231.9810.