University of Louisville and Allen & O’Hara Education Services: A Partnership in Excellence Awarded: Spring 2010

Highlights of Partnership UofL and Allen& O’Hara (A&O)came together as partners in 1998 as they collaborated on a series of housing facilities to be designed, built and managed by A&O beginning the fall semester, Housing Foundation formed by UofL that hired A&O as “manager” for the new facilities – More cost efficient in construction and daily operational expenses – More timely (faster) than state construction guidelines – Placed no new debt on the university’s or state’s debt capacity

Highlights of Partnership From fall, 2000 – present: added 1,288 beds to the adjusted UofL housing inventory (1,700) for a total on-campus capacity of approximately 3,000. Enabled UofL to raise on-campus capacity from 9% of FTE to 19% Provided a variety of housing options in both style and cost Provided an opportunity of utilizing the strengths of both educational and privatized based management for the students of UofL

Initial 10 years of partnership A&O referred to their halls as University Louisville Properties (ULP) UofL supported occupancy of ULP by changing initial prohibition of freshmen to the halls to allowing freshmen to live there ULP functioned under landlord tenant lease business plan for student occupancy; UofL continued under standard educational based license

Initial 10 years of partnership ULP Manager worked directly with VP for Business (who oversaw housing foundation) for most business related items; and with director of Housing for student concerns ULP honored Housing’s expectation for student development and adjudication ULP provided quality programming for students in their area separately from UofL halls Student staff of both were trained together on such areas as crisis response, student code of conduct, and other common areas Both areas began a gradual combination of student processes and response

Enhances in partnership since award Goal: To create a seamless environment for students, parents and the university – Business and Operational Processes – Education / Leadership Practices

Enhances in partnership since award Business and Operational processes ULP changed from Landlord Tenant leasing to university license Created common processes (Application, Assignment, Billing through student accounts, Cancellation timeline and processing charges Changed waitlist to be through room change route instead of holding out for desired assignment Combined some outsourced services into one agreement (laundry, data system)

Enhances in partnership since award Educational / Leadership – Combined RA selection and training processes – Created a collateral work system that includes the RLCs from both areas in the rotation – Provided first year mentoring experience in all halls – Combined fulltime staff meetings and created joint development goals and events – Included ULP manager as a member of the director’s leadership team

Enhances in partnership since award Overall Benefits gained – Foundation shifted under VP Finance who minimizes involvement with management to bonding / budgeting and oversight of ground lease – Housing is included as either an approver or “recommender” in all aspects of University relation to Foundation business – Students don’t know a difference in who is managing or overseeing facility – Campus sees common policies, processes and overall strength of on-campus Housing