March 28 Lunch & Learn TOBY Best Practices & Tips for Success Hosted by the BOMA/Chicago Education Committee Today s Agenda TOBY Basics Tips & Tools to Prepare for the local BOMA/Chicago 2019 TOBY Competition Panel Discussion on Best Practices Question and Answer Session 1
Three Levels of Competition 1. Local $350 Total: $300 to BOMA/Chicago + $50 fee to BOMA International 2. Regional 5 States: IL, MI, IN,KY & OH $325 directly to BOMA International 3. International No further fees Travel to the International meeting! TOBY Categories 17 Categories can only choose ONE! 5 Categories Based on Square Feet 12 Other Property Types Under 100,000 SF 100,000-299,999 SF 250,000-499,999 SF 500,000-999,999 SF Over 1 Million SF Corporate Facility Earth Historical Renovated Industrial Office Medical Mixed Use Public Use Retail Medical Office Suburban Low-Rise Suburban Mid-Rise 2
Which Category is Best for Us? BOMA/Chicago Follows International Guidelines Read Entry Requirement Descriptions Carefully Historically, SF Categories Have Most Entries Make it a Management Team Decision Important Dates Application Portal Open: Monday, July 9 to Friday, September 20 (closes at 5PM CST sharp) Onsite Judging: October 2018 (details of inspections will be announced on July 9 the local TOBY application launch) Local Winners Announced: Late January 2019 at the TOBY/Gold Circle Awards Gala North Central Region Applications: Due Mid-March 2019 North Central Region Winners Announced: Mid-April 2019 International TOBY Gala: Salt Lake City UT, June, 2019 3
Local TOBY: Step 1 Prepare and write application Submit on TOBY portal Entry Requirements Use BOMA International s On-line portal Follow International Entry Requirements document guidelines exactly $350 Local Fee Applies 4
Entry Requirements At least one year from date of occupancy of the first tenant by June 15, 2017 with a minimum of 12 months of building operations. All categories must be at least 50% occupied. Emergency Preparedness: Pdf s of 1) AED Policy, 2) Security Procedures TOC;3) ADA Plan; 4) Access control & surveillance systems Earth Award: Description of Community Impact + 3 pdf s. Entry Requirements Recent Additions Tenant Relations: Copy of Tenant Survey Environmental: (5 attachments) + describe Waste Management Plan Recycling Policies Environmental/Regulatory Sustainability each worth 5 points 15 points total 5
Best Practices for Local Application LOCAL APPLICATION Create in Word and copy into application Be Aware of the specific word counts which apply and may be different for each category Upload attachments as directed Chronicle outcomes Write in active voice Active versus Passive Voice Passive: The building was prepared for TOBY by the management staff. Active: The management staff prepared the building for TOBY. Word Conscious: Staff Prepared building for TOBY. 6
TOBY Application Sections Local Competition submissions on portal Building Inspection 100 + points On-line application Building Description/Building Standards/Photos 5 points Community Service 15 points Tenant Relations 15 points Energy Conservation 20 points Environmental, Regulatory, Sustainability 15 points Emergency Preparedness/Life Safety 15 points Training for Building Personnel 15 points TOBY Application: Earth Local Competition Earth Award (submissions on portal) Building Inspection 100+ points On-line application Building Description/Executive Summary/Photos -5 points Reduction of Environmental Risk 15 points Indoor Air Quality/Green Cleaning 15 points Recycling 10 points Community Service 10 points Energy Conservation 20 points Water Conservation 10 points Interior Finish 10 points Green Purchasing 5 points Occupant Communication/Education 5 points Case Study 5 points 7
TOBY & BOMA 360 Comparison If your building has achieved the BOMA360 or LEED designation, then you are strategically placed to enter for TOBY based on the work you have already done! Refer to the BOMA360 and TOBY Comparison document. Keep in mind these are separate programs/awards. For more information about BOMA360, please attend the October 17 Lunch & Learn. BOMA 360 Bonus Point BOMA 360 Performance Buildings Earn 1 bonus point at the local level only 8
Local TOBY: Step 2 On-Site Inspections! In October/November, 3 or 4 judges will come to inspect your building. Your building is evaluated based upon the inspection sheets that BOMA/Chicago will send to you. Review these forms before your inspection. Inspection Forms Prepare your on-site inspection to touch upon all aspects the inspection forms. Practice your inspection with your team! 9
Inspection Verification Form Prescribed inspection areas minimum 70% score Evidence of Evacuation Drills Preventive Maintenance Manual Standard Operating Procedures Financial Reports/Accounting Software Purchasing Policies COI for Comprehensive and Liability Insurance Certificate of Occupancy or Business License TOBY Best Practices Panel Let the panel discussion begin! 10
TOBY Best Practices Panel Why participate in the TOBY competition? TOBY Best Practices Panel Which category should your building enter? Square Footage? Earth Category? Renovated Category? Historical Category? Retail? 11
TOBY Best Practices Panel How and when should your building prepare for the local online application? TOBY Best Practices Panel How should your building prepare for the on-site inspection? 12
TOBY Best Practices Panel How did your team impress the judges? How are judges impressed? Inspection Forms 13
TOBY Best Practices Panel We won locally! Now what? How do we prepare for regional and international? Final Thoughts TOBY is not a beauty contest BUT. Goal is to win locally but keep sights on Regional and International Images Are Critical for Regional & International Customize application to your building Make it a Team Effort 14
Final Thoughts Final Words of Wisdom from the Experts 2019 Information: Coming in July Find all TOBY related materials at bomachicago.org 2019 Entry Requirements Available in July 2018 2019 Application Guidelines & Directions Document Best Practices Document Judging & Inspection Sheets 15
2019 TOBY Awards Questions? 2019 TOBY Awards Thank You & Good Luck!! 16