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9781119707943

Total Facility Management

by ;
  • ISBN13:

    9781119707943

  • ISBN10:

    1119707943

  • Edition: 5th
  • Format: Paperback
  • Copyright: 2021-03-22
  • Publisher: Wiley-Blackwell
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Summary

TOTAL FACILITY MANAGEMENT

A comprehensive review of what facility management means to owners, operators, occupiers, facility managers and professional advisors

The newly revised Fifth Edition of Total Facility Management is an accessible and practical text that shows readers how the concept and principles of facility management can be implemented in practice. The book deals with the most common and intractable challenges facing professionals, academics and students in the field and provides practical solutions with the means to implement them.

The new edition includes a greater focus on applicable ISO standards in facility management as well as maintaining an international perspective throughout. The book contains easy-to-access advice on how facilities can be better managed from a range of perspectives, and the subjects covered provide a comprehensive treatment of facility management.

Readers will benefit from the inclusion of:

  • A thorough introduction to the fundamentals of facility management, including key roles, responsibilities and accountabilities and the core competencies of facility management
  • An exploration of facility planning, facility management strategy, outsourcing, procurement, facility management organization, facility maintenance management and business continuity and recovery planning
  • An examination of human resources management, well-being, workplace productivity, performance management health, safety, security and the environment
  • A review of sustainable practices, change management, facility management systems, information management (including building information models and digital twins) and innovative technology.
  • The book is the perfect choice for undergraduate and graduate studies in facility management, construction management, project management, surveying and other AEC disciplines. Total Facility Management will also earn a place on the desk of practicing facility managers, as well as in the libraries of academics and researchers whose work requires them to understand the theory and practice of facility management.

    Author Biography

    Brian Atkin BSc, MPhil, PhD, FRICS, FCIOB is a management consultant who focuses on project management, facility management and construction management. He is a member of the British Standard Institution’s FM Strategy Group and FM Technical Committee, as well as the ISO Technical Committee on facility management as head of the UK delegation. 

    Adrian Brooks BSc (Hons), MBA, MRICS is a Principal in Avison Young’s Workplace and Facility Management business, focused on the delivery of a broad range of services for property owners and corporate occupiers. He is Chairman of the FM Strategy Group and Member of the Construction & Built Environment Sector Policy and Strategy Committee for the British Standard Institution. 

    Table of Contents

    Preface to the Fifth Edition xi

    Abbreviations xiii

    Introduction 1

    The organization 1

    The user 2

    Principles, processes, practices and procedures 2

    1 Fundamentals 3

    Key points 3

    Introduction 4

    Background 4

    Practice note –Three perspectives 6

    Key concepts 12

    Supporting concepts 15

    Key roles, responsibilities and accountabilities 18

    Core competence in facility management 19

    Conclusions 20

    Checklist 20

    2 Facility Planning 22

    Key points 22

    Introduction 23

    Real estate management 24

    Own, lease or rent decision 24

    Fully serviced workplace 25

    Space management 26

    Business continuity and recovery planning 29

    Design and construction for operability 30

    Practice example – Bargain basement 40

    Design development 41

    Stakeholders 42

    Risk management 45

    Conclusions 46

    Checklist 47

    3 Facility Management Strategy 48

    Key points 48

    Introduction 49

    Understanding the organization 50

    Business context 50

    Business drivers and constraints 52

    Organizational management levels 52

    Capability maturity 54

    Practice example – Taking one’s own advice 55

    Strategy formulation 56

    Strategic analysis 58

    Solution development 61

    Strategy implementation 62

    Business intelligence 64

    Conclusions 65

    Checklist 66

    4 Human Resources Management 68

    Key points 68

    Introduction 69

    Human resources planning 70

    Recruitment, retention and release 72

    Leadership and management styles 74

    Delegation and empowerment 74

    Practice example – Mind the gap 75

    Learning and continuing professional development/education 77

    Conclusions 78

    Checklist 79

    5 Well-Being, Workplace and Productivity 80

    Key points 80

    Introduction 81

    Well-being 83

    Practice example – A precautionary tale 87

    User behaviour 87

    Cross-cultural behaviour 88

    Productivity and efficiency 89

    Internal environment 95

    Design issues 97

    Unconventional working arrangements 99

    Co-working 100

    Conclusions 104

    Checklist 104

    6 Health, Safety, Security and the Environment 106

    Key points 106

    Introduction 107

    HSSE policy 108

    Social performance 109

    Zero accidents 110

    ALARP 110

    Practice example –The only facility is a safe facility 111

    Occupational health and safety (OH&S) 112

    Compliance 114

    Hazard identification and risk assessment 118

    Protection of users 119

    Conclusions 119

    Checklist 120

    7 Facility Management Organization 122

    Key points 122

    Introduction 123

    Background to the facility management organization 124

    Organizational structure and management 125

    Extent of embeddedness 127

    Practice example – Management led or management overload? 131

    Service delivery options 132

    Support processes and activities 138

    Dynamic capabilities 139

    Aligning the facility management organization and service options 141

    Conclusions 141

    Checklist 142

    8 Outsourcing Decision 144

    Key points 144

    Introduction 145

    Establishing the baseline 146

    Users as key stakeholders 148

    Sourcing policy 151

    Practice example – Capability or capacity? 152

    Attributes of service 153

    Evaluating options 158

    Conclusions 160

    Checklist 161

    9 Procurement 163

    Key points 163

    Introduction 164

    Procurement process 165

    Centralized or decentralized procurement 167

    Procurement policy and procedures 167

    Roles, responsibilities and accountabilities 169

    Prequalification of service providers 170

    Request for proposals or tender 176

    Service specifications 178

    Service level agreements (SLAs) 181

    Tendering 184

    Practice example –When the price is right 187

    Financial close 188

    Competitive dialogue 190

    Conclusions 191

    Checklist 192

    10 Service Delivery 194

    Key points 194

    Introduction 195

    Users as customers 196

    In-house provision 197

    External service providers 198

    Mobilization 199

    Business continuity and transition 201

    Practice example – To be at a complete loss 202

    Contract management 203

    Contract administration 208

    Conclusions 209

    Checklist 210

    11 Specialist Services and Partnership 212

    Key points 212

    Introduction 213

    ICT services 214

    Healthcare services 217

    Security and protection services 218

    Custodial services 219

    Professional services 220

    Performance and SLAs 220

    Risk, insurance and indemnities 221

    Supplier management 221

    Collaborative relationships 222

    Practice example – Take your partners 227

    Public–private partnerships (PPPs) 228

    Conclusions 234

    Checklist 235

    12 Performance Management 237

    Key points 237

    Introduction 238

    Quality or performance 239

    Post-implementation review 239

    Post-occupancy evaluation (POE) 240

    Service review 242

    Performance measurement 244

    Practice example – On another level 253

    Updating service specifications and SLAs 254

    Benchmarking 255

    Quality management system 262

    Conclusions 263

    Checklist 263

    13 Maintenance Management 266

    Key points 266

    Introduction 267

    Maintenance strategy 268

    Maintenance policy 269

    Maintenance planning 270

    Practice example – Learning an important lesson 272

    Maintenance approach and methods 276

    Building logbook 280

    Permits and approvals 281

    Inspections 281

    Building services engineering installations 282

    Intelligent or smart systems 285

    Manuals, registers and inventories 286

    Maintenance management system 288

    Conclusions 289

    Checklist 290

    14 Sustainable Facilities 292

    Key points 292

    Introduction 293

    Sustainable development 294

    Environmental management 295

    Zero carbon 298

    Environmental performance and energy efficiency 299

    Managing water resources 300

    Managing waste 301

    Corporate social responsibility (CSR) 302

    Management and user responsibilities 303

    Economic performance 303

    Life cycle costing 305

    Practice example – Ever smarter, ever green 305

    Technology-enhanced facilities 306

    Innovative workplaces and communities 310

    Conclusions 314

    Checklist 315

    15 Change Management 317

    Key points 317

    Introduction 318

    Management of change 319

    Organizational change 320

    Practice example – No false moves 324

    Transition 325

    Re-occupation and business recovery 343

    Innovation, research and development 345

    Conclusions 347

    Checklist 348

    16 Facility Management Systems 350

    Key points 350

    Introduction 351

    Management systems 352

    Management system standards 353

    Facility management system 354

    Requirements 355

    Practice example – Conformity is good for business 366

    Implementation of a facility management system 366

    Assessment 367

    Evidence-based approach 370

    Conclusions 370

    Checklist 371

    17 Information Management 373

    Key points 373

    Introduction 374

    Managing information 375

    Facility handbook 382

    Facility user guide 383

    Classifying information and data 384

    Computer-aided facility management (CAFM) systems 396

    Building information modelling (BIM) 397

    Practice example – Problems can be difficult, solutions must not be 403

    Internet of Things 404

    Artificial intelligence 404

    Conclusions 407

    Checklist 408

    Appendices 410

    A Standards 410

    B Glossary 413

    C Prevention of Fraud and Irregularity 424

    D Contracts and Agreements 430

    References 433

    Index 436

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