Total Facility Management

Preface to the Fourth Edition x

Abbreviations xii

Introduction 1
The organization 1
The customer as end-user 1
Principles, process and procedures 2

1 Fundamentals 3
Key issues 3
Introduction 4
Background 4
Key concepts 8
Other concepts 13
Key roles, responsibilities and accountabilities 15
Core competence in facility management 16
Conclusions 17
Checklist 18

2 Facility planning 19
Key issues 19
Introduction 20
Real estate management 21
The own, lease or rent decision 21
The totally serviced workplace 22
Space management 23
Space utilization and efficiency 24
Design and facility management briefing 26
The feasibility study 34
Design development 35
Stakeholders 36
Risks and opportunities 39
Conclusions 39
Checklist 40

3 Facility management strategy 42
Key issues 42
Introduction 43
The business context 44
Business drivers and constraints 45
Organizational management levels 46
Cross-cultural management 47
Strategy formulation 48
Strategic analysis 50
Solution development 53
Strategy implementation 55
Conclusions 57
Checklist 57

4 Human resources management 59
Key issues 59
Introduction 60
Personnel management 60
Conclusions 66
Checklist 66

5 Workplace productivity 68
Key issues 68
Introduction 69
Measuring productivity 69
Sick building syndrome 76
Design issues 77
Unconventional working arrangements 78
Conclusions 83
Checklist 83

6 Health, safety and security 85
Key issues 85
Introduction 86
Health, safety and security policy 87
Zero accidents 88
Occupational health and safety 88
Compliance 89
Hazard and risk assessment 92
Security and well-being 93
Conclusions 95
Checklist 95

7 The outsourcing decision 97
Key issues 97
Introduction 98
Establishing the baseline 99
Attributes of service provision 105
Options for service delivery 109
Evaluating options 116
Conclusions 118
Checklist 118

8 Procurement 120
Key issues 120
Introduction 121
The procurement process 122
Centralized versus decentralized procurement 123
Procurement policy and procedures 124
Roles, responsibilities and accountabilities 126
Prequalification of service providers 126
Request for proposals or tender 131
Tendering 140
Financial close 142
Conclusions 145
Checklist 145

9 Service delivery 147
Key issues 147
Introduction 148
The internal customer as end-user 149
Insourcing 150
The in-house team 150
External service providers 151
Mobilization 152
Contract management 155
Conclusions 162
Checklist 162

10 Specialist services and partnership 164
Key issues 164
Introduction 165
ICT services 166
Health-care services 169
Security and protection services 170
Custodial services 170
Professional services 171
Performance and SLAs 172
Risk, insurance and indemnities 172
Supplier management 173
Collaborative relationships 174
Public–private partnerships (PPPs) 179
Facility management and private-sector participation 187
Conclusions 189
Checklist 190

11 Performance management 192
Key issues 192
Introduction 193
Quality or performance 194
The post-implementation review 194
Post-occupancy evaluation (POE) 195
The service review 196
Updating service specifications and SLAs 199
Performance measurement 199
Benchmarking 208
Beyond benchmarking 214
The quality system 215
Conclusions 216
Checklist 216

12 Maintenance management 219
Key issues 219
Introduction 220
The maintenance strategy 221
The maintenance policy 221
Maintenance planning 222
Maintenance methods 227
Building logbooks 231
Permits and approvals 232
Inspections 232
Building services engineering installations 233
Manuals, registers and inventories 236
Maintenance management system 238
Conclusions 239
Checklist 240

13 Sustainable facilities 242
Key issues 242
Introduction 243
Sustainable development 244
Environmental management 245
Corporate social responsibility (CSR) 247
Zero carbon 248
Whole-life carbon 248
Environmental performance and energy efficiency 250
The building energy management system 251
Managing water resources 251
Managing waste 252
Management and end-user responsibilities 253
Technology-enhanced facilities 253
Innovative workplaces and housing 260
Conclusions 270
Checklist 271

14 Change management 273
Key issues 273
Introduction 274
Transition 275
Managing change 292
Organizational change 292
Innovation, research and development 296
Conclusions 298
Checklist 299

15 Information management 301
Key issues 301
Introduction 302
Managing information 303
The facility handbook 310
The facility user guide 311
Information and data 311
Information handover 323
Building information models (BIMs) 324
Systems and interfaces 327
Conclusions 329
Checklist 330

Appendices 332

A Glossary 332

B Prevention of fraud and irregularity 355

C Risks involved in outsourcing 361

D Contract provisions 363

E Typical sections of an SLA 366

Bibliography 367

References 369

Index 372