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Chapter 10
         Heart-of-the-House
    Management II: Plant, Grounds,
      Energy, Accounting, and
           Procurement
                         World of Resorts: From Development to Management
                                            Third Edition
                                        (424TXT or 424CIN)


© 2010, Educational Institute
Competencies for
              Heart-of-the-House Management II
     1. Describe the purpose and organization of the
        engineering and maintenance department.
     2. Identify and describe the many elements and concerns
        of plant maintenance, including electrical, plumbing,
        HVAC, and refrigeration systems; vehicle and
        equipment maintenance; and working with contractors.
     3. Discuss the importance and objectives of preventive
        maintenance and explain the elements needed to
        implement a preventive maintenance program
        effectively.
© 2010, Educational Institute   (continued)                 2
Competencies for
              Heart-of-the-House Management II
                                (continued)

     1. Identify and describe the areas and issues that grounds
        maintenance and landscaping must address.
     2. Identify tools, procedures, programs, and systems that
        contribute to energy conservation and cost control.
     3. Describe the responsibilities, tools, and organization
        of a resort’s accounting department.
     4. Outline the critical role and responsibilities of a
        resort’s procurement department and the control
        procedures needed to protect purchased goods.
© 2010, Educational Institute                                     3
Engineering vs. Maintenance
          • Engineering deals with the planning, design,
            construction, and management of a resort’s
            physical structures and energy/mechanical systems
          • Maintenance keeps a resort’s engineering system
            in peak condition and its facilities in good repair



© 2010, Educational Institute                                     4
Physical Plant Organization
                   •     Electrical—heat, light, and power
                   •     Plumbing
                   •     Ventilation and air conditioning
                   •     Refrigeration
                   •     General repairs and maintenance
                   •     Grounds, roads, and pathways
                   •     Recreational facilities
                   •     Mechanical power, vehicles, and equipment
                   •     Construction and renovation
© 2010, Educational Institute                                        5
Tasks Commonly Assigned to
          Repair and Maintenance Personnel
          • Handling routine work orders from housekeeping
            and other units
          • Maintaining and cleaning buildings
          • Painting exteriors and interiors
          • Repairing and refinishing walls, ceilings, and floors
          • Refurbishing and repairing furniture and fixtures
          • Setting up exhibits for meetings and conventions
          • Handling minor interior/exterior construction
          • Repairing equipment
          • Installing furnishings
          • Maintaining grounds
© 2010, Educational Institute                                       6
Three Basic Objectives
                          of Preventive Maintenance
                                • Capital returns
                                • System reliability
                                • Operating efficiency




© 2010, Educational Institute                            7
Preventive Maintenance
                                    Recordkeeping
                                 •   Equipment inventory records
                                 •   Maintenance schedules
                                 •   Maintenance logs
                                 •   Departmental reports



© 2010, Educational Institute                                      8
Resort Areas Typically Covered
                      by a Resort’s Grounds
                      Maintenance Program
                           • Approach areas
                           • Vehicular and pedestrian traffic routes
                           • Service areas
                           • Outdoor recreational areas
                           • Natural scenic areas
                           • Artificial scenic attractions

© 2010, Educational Institute                                          9
Objectives of Resort Grounds
                             Maintenance
          1. To maintain the attractiveness of a green
             environment surrounding buildings and
             recreational facilities
          2. To ensure that the resort’s grounds remain safe,
             secure, and accessible to all users




© 2010, Educational Institute                                   10
Grounds Maintenance Functions
                • Maintaining trees, shrubs, flowers, lawns, etc.
                • Maintaining driveways and interior roadways
                • Maintaining ornamental water features
                • Maintaining outdoor activity areas
                • Upgrading irrigation systems and replacing
                  greenery when needed
                • Maintaining an on-premises nursery
                • Operating/overseeing pest control programs

© 2010, Educational Institute        (continued)                    11
Grounds Maintenance Functions
                                   (continued)

              • Maintaining recreational areas
              • Maintaining fountains and water displays
              • Organizing nature activities
              • Policing trails, beaches, scenic spots, and other
                outdoor areas near the resort
              • Participating in community environmental
                planning and programs
              • Monitoring grounds-related news
© 2010, Educational Institute                                       12
Factors to Consider When
                 Choosing Surface Materials for
                    Roads, Walkways, Etc.
                                •   Prevailing weather conditions
                                •   Level and patterns of traffic
                                •   Commercial vehicles
                                •   Maintenance
                                •   Widths of passageways


© 2010, Educational Institute                                       13
Approaches to
       Controlling/Reducing Energy Costs
             • Utility audits
             • Energy audits
             • Energy conservation/cost control management




© 2010, Educational Institute                                14
Energy Conservation/Cost Control
                  Program Activities
                                •   Data collection
                                •   Analysis
                                •   Training
                                •   Operational review
                                •   Monitoring
                                •   Management review
                                •   Capital analysis


© 2010, Educational Institute                            15
Green Energy Systems
                                •   Heat recovery systems
                                •   Cogeneration/trigeneration systems
                                •   Wind energy
                                •   Solar energy




© 2010, Educational Institute                                            16
Accounting Records
                                  •   Guest ledger
                                  •   City ledger
                                  •   Special journals
                                  •   General ledger
                                  •   Financial statements
                                  •   Information reports



© 2010, Educational Institute                                17
Computer Applications for Resort
                     Accounting
                    •     Payroll
                    •     Inventory
                    •     Accounts payable and exception reporting
                    •     General ledger




© 2010, Educational Institute                                        18
Internal Control Procedures
          • Separate purchasing activities from receiving
            activities
          • Keep inventories under lock with strict key control
          • Issue only upon receipt of authorized requisitions
          • Perform surprise audits of inventory and inventory
            records
          • Establish a code of ethics
          • Impose penalties for breach of purchasing code
          • Qualify employees and vendors involved with
            procurement
© 2010, Educational Institute     (continued)                     19
Internal Control Procedures
                                     (continued)

                 • Obtain competitive bids when possible
                 • Pay periodic visits to vendors to check
                   quality/price
                 • Require operating departments to evaluate
                   products in use and report products that don’t
                   conform to specifications/requirements


© 2010, Educational Institute                                       20

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Chapter 10

  • 1. Chapter 10 Heart-of-the-House Management II: Plant, Grounds, Energy, Accounting, and Procurement World of Resorts: From Development to Management Third Edition (424TXT or 424CIN) © 2010, Educational Institute
  • 2. Competencies for Heart-of-the-House Management II 1. Describe the purpose and organization of the engineering and maintenance department. 2. Identify and describe the many elements and concerns of plant maintenance, including electrical, plumbing, HVAC, and refrigeration systems; vehicle and equipment maintenance; and working with contractors. 3. Discuss the importance and objectives of preventive maintenance and explain the elements needed to implement a preventive maintenance program effectively. © 2010, Educational Institute (continued) 2
  • 3. Competencies for Heart-of-the-House Management II (continued) 1. Identify and describe the areas and issues that grounds maintenance and landscaping must address. 2. Identify tools, procedures, programs, and systems that contribute to energy conservation and cost control. 3. Describe the responsibilities, tools, and organization of a resort’s accounting department. 4. Outline the critical role and responsibilities of a resort’s procurement department and the control procedures needed to protect purchased goods. © 2010, Educational Institute 3
  • 4. Engineering vs. Maintenance • Engineering deals with the planning, design, construction, and management of a resort’s physical structures and energy/mechanical systems • Maintenance keeps a resort’s engineering system in peak condition and its facilities in good repair © 2010, Educational Institute 4
  • 5. Physical Plant Organization • Electrical—heat, light, and power • Plumbing • Ventilation and air conditioning • Refrigeration • General repairs and maintenance • Grounds, roads, and pathways • Recreational facilities • Mechanical power, vehicles, and equipment • Construction and renovation © 2010, Educational Institute 5
  • 6. Tasks Commonly Assigned to Repair and Maintenance Personnel • Handling routine work orders from housekeeping and other units • Maintaining and cleaning buildings • Painting exteriors and interiors • Repairing and refinishing walls, ceilings, and floors • Refurbishing and repairing furniture and fixtures • Setting up exhibits for meetings and conventions • Handling minor interior/exterior construction • Repairing equipment • Installing furnishings • Maintaining grounds © 2010, Educational Institute 6
  • 7. Three Basic Objectives of Preventive Maintenance • Capital returns • System reliability • Operating efficiency © 2010, Educational Institute 7
  • 8. Preventive Maintenance Recordkeeping • Equipment inventory records • Maintenance schedules • Maintenance logs • Departmental reports © 2010, Educational Institute 8
  • 9. Resort Areas Typically Covered by a Resort’s Grounds Maintenance Program • Approach areas • Vehicular and pedestrian traffic routes • Service areas • Outdoor recreational areas • Natural scenic areas • Artificial scenic attractions © 2010, Educational Institute 9
  • 10. Objectives of Resort Grounds Maintenance 1. To maintain the attractiveness of a green environment surrounding buildings and recreational facilities 2. To ensure that the resort’s grounds remain safe, secure, and accessible to all users © 2010, Educational Institute 10
  • 11. Grounds Maintenance Functions • Maintaining trees, shrubs, flowers, lawns, etc. • Maintaining driveways and interior roadways • Maintaining ornamental water features • Maintaining outdoor activity areas • Upgrading irrigation systems and replacing greenery when needed • Maintaining an on-premises nursery • Operating/overseeing pest control programs © 2010, Educational Institute (continued) 11
  • 12. Grounds Maintenance Functions (continued) • Maintaining recreational areas • Maintaining fountains and water displays • Organizing nature activities • Policing trails, beaches, scenic spots, and other outdoor areas near the resort • Participating in community environmental planning and programs • Monitoring grounds-related news © 2010, Educational Institute 12
  • 13. Factors to Consider When Choosing Surface Materials for Roads, Walkways, Etc. • Prevailing weather conditions • Level and patterns of traffic • Commercial vehicles • Maintenance • Widths of passageways © 2010, Educational Institute 13
  • 14. Approaches to Controlling/Reducing Energy Costs • Utility audits • Energy audits • Energy conservation/cost control management © 2010, Educational Institute 14
  • 15. Energy Conservation/Cost Control Program Activities • Data collection • Analysis • Training • Operational review • Monitoring • Management review • Capital analysis © 2010, Educational Institute 15
  • 16. Green Energy Systems • Heat recovery systems • Cogeneration/trigeneration systems • Wind energy • Solar energy © 2010, Educational Institute 16
  • 17. Accounting Records • Guest ledger • City ledger • Special journals • General ledger • Financial statements • Information reports © 2010, Educational Institute 17
  • 18. Computer Applications for Resort Accounting • Payroll • Inventory • Accounts payable and exception reporting • General ledger © 2010, Educational Institute 18
  • 19. Internal Control Procedures • Separate purchasing activities from receiving activities • Keep inventories under lock with strict key control • Issue only upon receipt of authorized requisitions • Perform surprise audits of inventory and inventory records • Establish a code of ethics • Impose penalties for breach of purchasing code • Qualify employees and vendors involved with procurement © 2010, Educational Institute (continued) 19
  • 20. Internal Control Procedures (continued) • Obtain competitive bids when possible • Pay periodic visits to vendors to check quality/price • Require operating departments to evaluate products in use and report products that don’t conform to specifications/requirements © 2010, Educational Institute 20