Overview

A ABOUT THE EDITOR-IN-CHIEF

B PREFACE
C ACKNOWLEDGMENTS
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1 FACILITY MANAGEMENT�AN INTRODUCTION
1.1 INTRODUCTION
1.2 FM PRINCIPLES AND THEORIES
1.3 FM ORGANIZATIONAL MODELS
1.4 FM ORIENTATION BY COMPANY/SPACE TYPE
1.5 PLACEMENT OF FM WITHIN CORPORATE STRUCTURES
1.6 FM STRATEGIC PLAN AND MISSION AS A REFLECTION OF THE CORPORATE VISION AND
MISSION
1.7 CHARACTERISTICS OF A SUCCESSFUL FACILITIES MANAGER
1.8 SUMMARY
1.9 ENDNOTES
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2 BENCHMARKING
2.1 INTRODUCTION
2.2 WHAT IS BENCHMARKING?
2.3 BENCHMARKING SURVEY
2.4 APPLES TO APPLES
2.5 REPORTS
2.6 BENCHMARKING MATURITY
2.7 LESSONS LEARNED
2.8 CONCLUSION
2.9 ENDNOTES
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3 STRATEGIC PLANNING
3.1 INTRODUCTION
3.2 PRIMACY OF PROCESS: THE STRATEGIC PLANNING MODEL
3.3 PROCESS: DATA COLLECTION AND ANALYSIS
3.4 PROJECT DELIVERABLES
3.5 STRATEGIC COMMUNICATIONS AND CHANGE INTEGRATION
3.6 THE LAST WORD
3.7 ENDNOTE
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4 BUSINESS TRANSFORMATION AND FACILITY MANAGEMENT
4.1 INTRODUCTION
4.2 THE CHANGING BUSINESS ENVIRONMENT
4.3 TRANSFORMATION IN THE BUSINESS OF FM
4.4 THE BUSINESS TRANSFORMATION PROCESS
4.5 THREE KEY ISSUES IN FM TRANSFORMATION
4.6 THREE OBSTACLES IN TRANSFORMATION
4.7 THREE COMPANIES IN TRANSFORMATION
4.8 CONCLUSION
4.9 ENDNOTES
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5 FINANCIAL MANAGEMENT FOR FACILITY MANAGERS
5.1 FUNDAMENTAL PRINCIPLES OF FINANCIAL MANAGEMENT FOR FM
5.2 FACILITY ASSET MANAGEMENT (FAM) FINANCIAL MODEL
5.3 LIFE-CYCLE ANALYSIS
5.4 ON-GOING FACILITY FINANCES
APPENDIX A WEB SITES FOR FINANCIAL MANAGEMENT
APPENDIX B DEFINITIONS OF FINANCIAL TERMS
APPENDIX C ACRONYMS USED IN THIS CHAPTER
5.5 ENDNOTES
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6 ULTIMATE CUSTOMER SERVICE
6.1 INTRODUCTION
6.2 IDENTIFYING CUSTOMER GROUPS
6.3 DETERMINING CUSTOMER PERCEPTIONS
6.4 EXPECTATIONS AND PERCEPTIONS
6.5 DEFINING QUALITY FM SERVICES AND STRUCTURING SERVICE DELIVERY ACCORDINGLY
6.6 INVOLVING CUSTOMERS IN THE SERVICE DELIVERY PROCESS
6.7 ASSESSING CUSTOMER SATISFACTION WITH THE SERVICE DELIVERY STRUCTURE AND
PERFORMANCE OF FM PERSONNEL
6.8 LINKING CUSTOMER FEEDBACK TO THE CONTINUOUS SERVICE DELIVERY IMPROVEMENT
PROCESS
6.9 ENDNOTES
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7 DISASTER RECOVERY PLANNING
7.1 INTRODUCTION
7.2 BUSINESS IMPACT ANALYSIS
7.3 THE PLAN
7.4 THE TEAM
7.5 WHAT TO DO?
7.6 CONCLUSION
APPENDIX A A FRIGHTENING FUNGUS
APPENDIX B PRE-LOSS RISK ASSESSMENT CHECK LIST FOR ELECTRONIC EQUIPMENT FACILITY
7.7 ENDNOTES
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8 ALTERNATIVE WORKPLACES
8.1 INTRODUCTION
8.2 RETHINKING THE TRADITIONAL OFFICE2
8.3 ON-SITE ALTERNATIVES REQUIRE MORE THAN CHANGING EXISTING SPACE STANDARDS
8.4 PLANNING FOR VIRTUAL SERVICES IN CORPORATIONS16
8.5 ESTABLISHING BEST PRACTICES FOR REMOTE WORK18
8.6 BUSINESS CENTERS�AN ALTERNATIVE BRANCH OFFICE STRATEGY20
8.7 ENDNOTES
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9 FACILITIES CONDITION ASSESSMENT
9.1 THE FACILITIES AUDIT
9.2 TECHNOLOGY FOR CAPITAL PLANNING AND CONDITION ASSESSMENT
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10 THINKING GLOBALLY�THE COMPETITIVE EDGE
10.1 INTRODUCTION
10.2 CHANGING POLITICAL BOUNDARIES AND INTERACTION BETWEEN NATIONS
10.3 CHANGING ECONOMIC BOUNDARIES AND INTERACTION BETWEEN COMPANIES
10.4 CHANGING TECHNOLOGY
10.5 CHANGING SOCIAL AND ENVIRONMENTAL AWARENESS
10.6 CONCLUSION
10.7 ENDNOTES
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11 SUSTAINABLE DESIGN
11.1 INTRODUCTION AND BACKGROUND
11.2 DESIGN AND CONSTRUCTION
11.3 OCCUPANT HEALTH AND COMFORT
11.4 THE FUTURE OF SUSTAINABLE DESIGN
11.5 ENDNOTES
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12 SMART BUILDINGS, INTELLIGENT BUILDINGS
12.1 DEFINING SMART BUILDINGS: BEYOND DESKTOP TECHNOLOGY, NETWORKS, AND CENTRAL
MANAGEMENT SYSTEMS
12.2 A MANDATE FOR BUILDINGS TO SUPPORT CONTINUOUS ORGANIZATIONAL AND TECHNOLOGICAL
CHANGE
12.3 SMART BUILDINGS REQUIRE FLEXIBLE INFRASTRUCTURES
12.4 SMART INTERIOR SYSTEMS
12.5 SMART HVAC SYSTEMS
12.6 SMART ENCLOSURE SYSTEMS
12.7 SMART CONNECTIVITY SYSTEMS�DATA, VOICE, AND POWER
12.8 SMART LIGHTING SYSTEMS
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13 LIGHTING
13.1 INTRODUCTION
13.2 LIGHTING ERGONOMICS
13.3 LIGHTING CODES
13.4 ENVIRONMENTAL ISSUES
13.5 DAYLIGHTING STRATEGIES
13.6 INTERIOR LIGHTING
13.7 EXTERIOR LIGHTING
13.8 LIGHTING TECHNOLOGIES TODAY
13.9 LIGHTING TECHNOLOGIES TOMORROW
13.10 RETROFITS AND SIMPLE REPLACEMENTS
13.11 LIGHTING ANALYSES
13.12 ENDNOTE
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14 ERGONOMICS AND WORKPLACES
14.1 INTRODUCTION
14.2 ERGONOMICS OF WORKSPACES
14.3 ERGONOMICS OF SEATING
14.4 ERGONOMICS, PERFORMANCE, AND PRODUCTIVITY
14.5 ERGONOMICS OF ACCESSORIES
14.6 ERGONOMICS AND MACROERGONOMICS
14.7 CONCLUSIONS
APPENDIX A RULES OF THUMB FOR ERGONOMICS OF WORKSPACES
14.8 BIBLIOGRAPHY
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15 MANAGING THE NEW HEALTHCARE REAL ESTATE PORTFOLIO: A CASE STUDY
15.1 WHAT HAS CHANGED IN HEALTHCARE FACILITIES AND REAL ESTATE?
15.2 HOW ONE HEALTHCARE FM TEAM RESPONDED
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16 ORGANIZATIONAL READINESS CASE STUDY: IMPLEMENTING TECHNOLOGY AT ROCKETDYNE, A
BOEING COMPANY
16.1 THE FACILITIES ORGANIZATION
16.2 PROCESS CHANGE THROUGH THE USE OF TECHNOLOGY
16.3 TECHNOLOGY
16.4 ORGANIZATIONAL READINESS
16.5 DRIVING CHANGE
16.6 THE SHOPKEEPER MODEL
16.7 VISION
16.8 DEVELOPING A FRAMEWORK FOR ORGANIZATIONAL GROWTH
16.9 ENDNOTES
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17 PROJECT MANAGEMENT AND INTEGRATION
17.1 INTRODUCTION
17.2 PROJECT FAILURE
17.3 INFORMATION TECHNOLOGY AS A DRIVER IN PROJECT INTEGRATION
17.4 ORGANIZATIONAL MODELING AS A MEANS TO PROJECT INTEGRATION
17.5 PROJECT INTEGRATION TRENDS ON THE HORIZON
17.6 CONCLUSION
17.7 ENDNOTES
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18 REAL ESTATE PORTFOLIO MANAGEMENT
18.1 OCCUPANCY PLANNING�THE ART AND SCIENCE OF PROJECTING REAL ESTATE NEEDS
18.2 PORTFOLIO MANAGEMENT�THE SUPPLY SIDE
APPENDIX A THE METRIC MODEL
18.3 ENDNOTES
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19 SUPPORTING THE MISSION OF THE ORGANIZATION: AN APPROACH TO PORTFOLIO MANAGEMENT
19.1 INTRODUCTION
19.2 PERFORMANCE AND SERVICEABILITY�BACKGROUND
19.3 TENSIONS BETWEEN QUALITY AND COST
19.4 PORTFOLIO MANAGEMENT: ESSENTIAL LINK FROM FACILITIES TO THE CORE OF THE
ENTERPRISE
19.5 FUNCTIONALITY, SERVICEABILITY, AND SUITABILITY TOOLS FOR MEASUREMENT: ASTM
STANDARDS ON WHOLE BUILDING FUNCTIONALITY AND SERVICEABILITY
19.6 APPLICATIONS OF THE ASTM STANDARDS ON WHOLE BUILDING FUNCTIONALITY AND
SERVICEABILITY
19.7 ENDNOTES
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20 THE DESIGN AND CONSTRUCTION PROCESS
20.1 INTRODUCTION
20.2 THE TASK: FROM NEED TO OCCUPANCY
20.3 ASSEMBLING RESOURCES
20.4 PHASES OF WORK
20.5 THE PLAYERS: THE FACILITY MANAGER IN THE MIDDLE
20.6 ELEMENTS OF THE PROJECT AND WHAT TO CONSIDER
20.7 BUILDING THE TEAM: VALUE ADDED, RISKS ACCEPTED
20.8 CONCLUSION
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21 SPACE AND ASSET MANAGEMENT
21.1 FINANCIAL VS. FACILITY ASSET MANAGEMENT
21.2 GOALS OF FACILITY ASSET MANAGEMENT
21.3 SYSTEM PRINCIPLES
APPENDIX A 1991 IFMA FACILITIES EXPO: FACILITY MANAGEMENT ISSUES APPROPRIATE FOR FM
SYSTEMS
APPENDIX B COST CONSIDERATION FOR SPACE AND ASSET MANAGEMENT SYSTEMS
APPENDIX C DISTRIBUTED DATA TO LOOK FOR
APPENDIX D CANDIDATES FOR SPACE AND ASSET MANAGEMENT SYSTEMS
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22 OPERATIONS AND MAINTENANCE
22.1 PURPOSE AND GOALS
22.2 THE EVOLUTION AND APPLICATION OF WORK MANAGEMENT
22.3 CMMS IMPLEMENTATION FOR OPERATIONS AND MAINTENANCE
22.4 THE ANATOMY OF THE CMMS
22.5 CONCLUSIONS
22.6 ENDNOTES
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23 ENERGY MANAGEMENT
23.1 ENERGY MANAGEMENT DEFINED
23.2 UTILITIES INVOICE
23.3 DEREGULATION
23.4 BENCHMARKING USAGE
23.5 ENERGY AUDIT BENEFITS AND COSTS
23.6 PERFORMANCE CONTRACT
23.7 CONCLUSION
23.8 ENDNOTES
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24 SECURITY
24.1 CONTEMPORARY SECURITY THREATS
24.2 WEAPONS OF MASS DESTRUCTION
24.3 HISTORICAL DEFENSE MEASURES AGAINST EXPLOSIVE WEAPONS
24.4 EXPLOSIVE WEAPONS
24.5 QUANTITATIVE CHARACTERISTICS OF EXPLOSIVE WEAPONS
24.6 BOMB ATTACKS�A HISTORICAL RETROSPECTIVE
24.7 DEFENSE AGAINST BOMB ATTACK
24.8 CHEMICAL AND BACTERIOLOGICAL WEAPONS�A LOOK TO THE FUTURE
24.9 ENDNOTES
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25 OVERVIEW AND CURRENT STATE OF FM TECHNOLOGY
25.1 INTRODUCTION
25.2 TECHNOLOGY EVOLUTION: GENERATIONS 1 AND 2
25.3 CAFM AND CIFM
25.4 GENERATION 4: THE INTERNET AND INFRASTRUCTURE MANAGEMENT
25.5 GENERATION 5 AND BEYOND
25.6 ENDNOTES
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26 INTEGRATING THE INTERNET INTO FM
26.1 INTRODUCTION
26.2 WHAT IS THE INTERNET AND HOW DOES IT WORK?
26.3 INTERNETS, INTRANETS, AND EXTRANETS
26.4 INTERNET APPLICATIONS FOR FM
26.5 INTERNET TECHNOLOGIES
26.6 CONCLUSION
APPENDIX A INTERNET TERMINOLOGY PRIMER FOR FACILITIES MANAGERS
APPENDIX B USEFUL LINKS FOR FACILITIES MANAGERS
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27 A/E/C INDUSTRY CASE STUDY: THE BIRTH AND DEVELOPMENT OF A COLLABORATIVE
EXTRANET, BIDCOM
27.1 PRECONCEPTION: BEFORE BIRTH
27.2 BIRTH: YOU HAVE TO START SOMEWHERE!
27.3 INFANCY: THE TIME TO GROW UP IS NOW
27.4 TODDLER: GO QUICKLY FROM CRAWLING TO WALKING TO RUNNING
27.5 CHILDHOOD: CHALLENGE DOING IT THE SAME OLD WAY
27.6 ADOLESCENCE: METRICS
27.7 THE �BOTTOM LINE�: HOW PRODUCTIVITY SAVINGS TURN INTO INCREASED PROFITS
27.8 BACK TO CONCEPTION: WHY PROJECT MANAGEMENT AND ADMINISTRATION TOOLS BEFORE
BIDDING?
27.9 TEEN YEARS: PROCUREMENT
27.10 ADULTHOOD: WHERE CAN WE GO FROM HERE?
27.11 END NOTE
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28 TECHNOLOGY AT THE ARCHITECT OF THE CAPITOL: A CASE STUDY 1
28.1 WHO IS THE ARCHITECT OF THE CAPITOL?
28.2 APPARENT NEED
28.3 STRATEGIC PLAN
28.4 IMPLEMENTATION
28.5 THE ROAD AHEAD
28.6 ENDNOTE
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29 MICHIGAN STATE UNIVERSITY FACILITY MANAGEMENT MASTER�S LEVEL CERTIFICATE
PROGRAM: A CASE STUDY
29.1 INTRODUCTION
29.2 PROGRAM DEVELOPMENT
29.3 CONTENT DEVELOPMENT
29.4 COURSE DELIVERY: A PARTNERSHIP
29.5 DESIGN AND STRUCTURE OF THE INTERNET COURSES
29.6 LEARNING ON THE INTERNET
29.7 MEASURING SUCCESS
APPENDIX A BIOGRAPHIES OF INSTRUCTORS
29.8 ENDNOTE
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30 GIS CASE STUDY: SPACE MANAGEMENT AT THE UNIVERSITY OF MINNESOTA
30.1 INTRODUCTION
30.2 BACKGROUND
30.3 REQUIREMENTS DEFINITION AND STRATEGY DESIGN
30.4 ENTERPRISE-WIDE DATA SHARING STRATEGY EMERGES
30.5 TECHNOLOGY EVALUATION AND SELECTION
30.6 GIS INTERFACE HIGHLIGHTS SPACE SYSTEM DESIGN STRATEGY
30.7 INSTITUTIONAL AND USER-DEFINED DATA SUPPORTS ANALYSIS OF BUSINESS PROCESSES
30.8 DEPLOYMENT STRATEGY DESIGNED FOR ENTERPRISE-WIDE USE
30.9 WHAT-IF SCENARIO PLANNING
30.10 SPACE DATA MANAGEMENT
30.11 IMPLEMENTATION INCORPORATES PILOT PROJECT TO CONFIRM DESIGN STRATEGY
30.12 MOVING TO A FULL PRODUCTION ENVIRONMENT
30.13 ENTERPRISE CONCEPT EMBRACED
30.14 SUMMARY
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31 TEACHING TECHNOLOGY AT THE UNIVERSITY OF NEW SOUTH WALES: A CASE STUDY
31.1 EDUCATIONAL ENVIRONMENT
31.2 FACILITY PLANNING WITHIN A CORPORATE PLANNING CONTEXT
31.3 DYNAMIC SIMULATION
31.4 REQUIREMENTS ENGINEERING
31.5 SPACE ECONOMY
31.6 SPACE LOCATION, ALLOCATION, AND OPTIMIZATION
31.7 VISUALIZATION IN 3D AND 4D
31.8 FACILITY INFORMATION MANAGEMENT SYSTEMS
31.9 TEROTECHNOLOGY
31.10 BUILDING SERVICEABILITY
31.11 CONCLUSIONS
APPENDIX A SOFTWARE PRODUCTS MENTIONED IN CHAPTER
31.12 ENDNOTES
A CONTRIBUTOR BIOGRAPHIES