Fundamentals of Facility Management (Foundational) 2025-2026

Includes Multiple Live Events. The next is on 09/23/2025 at 9:00 AM (EDT)

Date: 09/23-24/2025

Location: OASBO Conference Center | 98 Commerce Park Drive | Westerville, OH | 43082 OR Online via Zoom

Fee: $200 (Member) / $400 (Non-Member)


Are you a school facilities manager trying to stay ahead of the game? Our Fundamentals of Facility Management curriculum offers modules that provide an in-depth look at creating master plans, budgeting for new construction projects, understanding procurement laws and bidding requirements, risk management for school safety, facility security assessments, and more. 

With this foundational course, we will cover creating a master facility plan, creating a construction budget, capital budget planning, procurement laws, bidding requirements, training and evaluating staff, and evaluating your facility maintenance program.

If you are also interested in college credit for this course, click here to register with Ashland and notify Katie Johnson at katie@oasbo-ohio.org that you are pursuing Ashland credit. You must register with OASBO and Ashland to receive credit from both.

Agenda - Day 1

9:00 a.m.
Module 1: Creating your Master Facility Plan & OFCC Involvement

Brad Lovell, Sycamore Community City Schools
Jack Haag, West Carrollton City Schools
Lance Perry, Fairfield City Schools

10:00 a.m.
Break

10:10 a.m.
Module 1: Site Selection, Property Acquisition and Property Disposal 

Brad Lovell, Sycamore Community City Schools
Jack Haag, West Carrollton City Schools
Lance Perry, Fairfield City Schools

11:10 a.m.  
Break

11:20 a.m.
Module 1: Construction Procurement Methods & Bidding Process

Brad Lovell, Sycamore Community City Schools
Jack Haag, West Carrollton City Schools
Lance Perry, Fairfield City Schools

12:20 p.m.  
Lunch

1:00 p.m.  
Module 1: Creating a Construction Budget

Brad Lovell, Sycamore Community City Schools
Jack Haag, West Carrollton City Schools
Lance Perry, Fairfield City Schools

2:00 p.m.
Break

2:10 p.m.
Module 1: Capital Budget Planning

Brad Lovell, Sycamore Community City Schools
Jack Haag, West Carrollton City Schools
Lance Perry, Fairfield City Schools

3:10 p.m.  
Break

3:20 p.m.
Module 2: Creating an Operations Budget & Utility Management

Brad Lovell, Sycamore Community City Schools
Jack Haag, West Carrollton City Schools
Lance Perry, Fairfield City Schools

4:20 p.m.
Adjournment

Day 2
9:00 a.m.
Day 1 Recap/Discussion

9:30 a.m.
Break

9:40 a.m.
Module 2: Procurement Laws, Bidding Requirements and Cooperative Purchasing

Chad Welker, Ohio Schools Council 
Tom Dreiling, Ohio Schools Council
Jennifer Sudhoff, Shared Services Alliance (SSA)

10:40 a.m.
Break

10:50 a.m.  
Module 6: Facilities Department Organizational Structure & Hiring and Retaining Staff

Chad Welker, Ohio Schools Council
Tom Dreiling, Ohio Schools Council
Jennifer Sudhoff, Shared Services Alliance (SSA)

11:50 p.m.
Lunch

12:30 p.m.  
Module 6: Training & Evaluating Staff and Managing Contactors

Chad Welker, Ohio Schools Council
Tom Dreiling, Ohio Schools Council
Jennifer Sudhoff, Shared Services Alliance (SSA)

1:30 p.m. 
Break

1:40 p.m.
Module 6: Facility Manager Role in Collective Bargaining

Chad Welker, Ohio Schools Council
Tom Dreiling, Ohio Schools Council
Jennifer Sudhoff, Shared Services Alliance (SSA)

2:40 p.m.
Break

2:50 p.m.
Module 8: Evaluating Your Facility Maintenance Program

Chad Welker, Ohio Schools Council
Tom Dreiling, Ohio Schools Council
Jennifer Sudhoff, Shared Services Alliance (SSA)

3:10 p.m. 
Adjourn

Brad Lovell

Assistant Superintendent of Operations, Sycamore Community City Schools

Brad Lovell joined Sycamore Community Schools in July 2021 as the Director of Business Operations, overseeing the Transportation, Child Nutrition, and Maintenance and Facilities departments. Mr. Lovell is in charge of managing the district's $127.5 million Master Facility Plan. He also oversees Student Operations, including attendance, discipline, and enrollment.

Lovell has been an education consultant for Hamilton County Education Service Center since 2018, facilitating strategic planning at eight districts across the region. Lovell was previously a principal at both Lakota Local Schools and Milford Exempted Village Schools and the Director of Global and Local Partnerships for Crossroads. He has also served as a Board of Education member for Lakota Local Schools since 2017.

Jack Haag

Business Manager, West Carrollton City SD

Lance Perry

Director of Business Operations, Fairfield City Schools

Lance has been working in Ohio school districts for the past 22 years. He began as a sub-custodian and worked his way up to the position of Business Manager eight years ago. Lance is currently the Business Manager at Fairfield City School District and has been for the past two years.

Chad Welker

Director of Business Services, Ohio Schools Council

Chad Welker has almost two decades of experience working with schools for business services.  In addition to his work as business manager, he has held several leadership positions with Ohio Association of School Business Officials, including his most recent appointment to their board of directors.

Tom Dreiling

Ohio Schools Council

Jennifer Sudhoff

Fiscal Operations Coordinator, Shared Services Alliance (SSA)

Jennifer is a Fiscal Operations Coordinator with Shared Services Alliance (SSA) where she provides fiscal support to school districts and governmental agencies across Ohio. Jennifer also serves as the CFO for Spencerville Local Schools. Prior, she was the Treasurer/CFO of Benjamin Logan. Before public service, she worked in the financial industry for 10 years. Jennifer also currently serves on the OASBO Board as the At Large Director of Transportation.

Key:

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Fundamentals of Facility Management (Foundational) 2025-2026
09/23/2025 at 9:00 AM (EDT)   |  1 day, 7 hours  |  Attendance Required
09/23/2025 at 9:00 AM (EDT)   |  1 day, 7 hours  |  Attendance Required
FFM - Module 1: Creating your Master Facility Plan & OFCC Involvement
09/23/2025 at 9:00 AM (EDT)  |  60 minutes
09/23/2025 at 9:00 AM (EDT)  |  60 minutes
FFM - Module 1: Site Selection, Property Acquisition and Property Disposal
09/23/2025 at 10:10 AM (EDT)  |  60 minutes
09/23/2025 at 10:10 AM (EDT)  |  60 minutes
FFM - Module 1: Construction Procurement Methods & Bidding Process
09/23/2025 at 11:20 AM (EDT)  |  60 minutes
09/23/2025 at 11:20 AM (EDT)  |  60 minutes
FFM - ​Module 1: Creating a Construction Budget
09/23/2025 at 1:00 PM (EDT)  |  60 minutes
09/23/2025 at 1:00 PM (EDT)  |  60 minutes
FFM - Module 1: Capital Budget Planning
09/23/2025 at 2:10 PM (EDT)  |  60 minutes
09/23/2025 at 2:10 PM (EDT)  |  60 minutes
FFM - Module 2: Creating an Operations Budget & Utility Management
09/23/2025 at 3:20 PM (EDT)  |  60 minutes
09/23/2025 at 3:20 PM (EDT)  |  60 minutes
FFM - Day 1 Recap/Discussion
09/24/2025 at 9:00 AM (EDT)  |  30 minutes
09/24/2025 at 9:00 AM (EDT)  |  30 minutes
FFM - Module 2: Procurement Laws, Bidding Requirements and Cooperative Purchasing
09/24/2025 at 9:40 AM (EDT)  |  60 minutes
09/24/2025 at 9:40 AM (EDT)  |  60 minutes
FFM - Module 6: Facilities Department Organizational Structure & Hiring and Retaining Staff
09/24/2025 at 10:50 AM (EDT)  |  60 minutes
09/24/2025 at 10:50 AM (EDT)  |  60 minutes
FFM - Module 6: Training & Evaluating Staff and Managing Contactors
09/24/2025 at 12:30 PM (EDT)  |  60 minutes
09/24/2025 at 12:30 PM (EDT)  |  60 minutes
FFM - Module 6: Facility Manager Role in Collective Bargaining
09/24/2025 at 1:40 PM (EDT)  |  60 minutes
09/24/2025 at 1:40 PM (EDT)  |  60 minutes
FFM - Module 8: Evaluating Your Facility Maintenance Program
09/24/2025 at 2:50 PM (EDT)  |  20 minutes
09/24/2025 at 2:50 PM (EDT)  |  20 minutes
Course Survey
9 Questions
Contact Hours
1.00 Contact Hours credit  |  No certificate available
1.00 Contact Hours credit  |  No certificate available