Facilities Manager’s Desk Reference 3rd Edition by Jane M. Wiggins, ISBN-13: 978-1119633594
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Facilities Manager’s Desk Reference 3rd Edition by Jane M. Wiggins, ISBN-13: 978-1119633594
[PDF eBook eTextbook]
- Publisher: Wiley-Blackwell; 3rd edition (December 14, 2020)
- Language: English
- 704 pages
- ISBN-10: 1119633591
- ISBN-13: 978-1119633594
A practical guide to the principle services of facilities management, revised and updated
The updated third edition of Facilities Manager’s Desk Reference is an invaluable resource covering all the principal facility management (FM) services. The author―a noted facilities management expert―provides the information needed to ensure compliance to current laws, to deliver opportunities to adopt new ways of using built environments, and to identify creative ways to reduce operational occupancy costs, while maintaining appropriate and productive working environment standards.
The third edition is fully updated and written in an approachable and concise format. It is comprehensive in scope, the author covering both hard and soft facilities management issues. Since the first edition was published it has become a first point of reference for busy facilities managers, saving them time by providing access to the information needed to ensure the safe, effective and efficient running of any facilities function. This important book:
- Has been fully updated, reviewing the essential data covering the principal FM services
- Is highly practical, ideal for the busy FM practitioner
- Presents information on legal compliance issues, the development of strategic policies, tactical best practices, and much more
- Is a time-saving resource that brings together essential, useful, and practical FM information in one handy volume;
Written for students and professional facilities managers, Facilities Manager’s Desk Reference is designed as a practical resource that offers FMs assistance in finding solutions to the myriad demands of the job.
Table of Contents:
List of abbreviations
Introduction
1 History of Facilities Management
1.1 Origins of facilities management
1.2 A brief history of FM
1.3 Growth of the FM profession
1.4 Defining FM
1.5 Development of FM
1.6 Trends
2 Key Drivers of Facilities Management
2.1 The business organisation
2.2 Demand and supply
2.3 Roles of FM
2.4 Drivers of FM
2.5 Champion of end-users
2.6 Flexibility in office space
2.7 A recruitment differentiator
2.8 Scope of services
2.9 Impact of working environment on productivity
2.10 The virtual office
2.11 Technology–systems integration
2.12 Building designs
2.13 Financial performance
2.14 Ownership of the property
2.15 Value added
2.16 Service profit chain
2.17 FM’s contribution
2.18 Performance measurement
2.19 Performance indicators
2.20 Benchmarking
2.21 Future trends
3 Activities in Facilities Management
3.1 Introduction
3.2 Facilitation of services and information
3.3 Management functions
3.4 Premises and building management
3.5 Business support services
3.6 Scope and extent of FM activities and services
3.7 FM and the property management function
4 Delivering Facilities Management – Strategy
4.1 Introduction
4.2 Business strategy
4.3 Identifying needs
4.4 Benefits of a strategic approach
4.5 Strategic analysis
4.6 Determining factors
4.7 Premises policy
4.8 Facilities audit
4.9 Audit process
4.10 Awareness
4.11 Space audit
4.12 Audit stage 1 – fact finding
4.13 Audit stage 2 – further investigation
4.14 Audit benefits
4.15 Developing solutions
4.16 Strategy implementation
4.17 FM strategy models
5 Outsourcing
5.1 Introduction
5.2 Multi-service contracts
5.3 Best Value
5.4 Longer contracts
5.5 Integrated FM solutions
5.6 Benefit analysis
5.7 Intelligent client
5.8 FM outsourcing models
5.9 Vested sourcing
5.10 Selection process
6 Financial Management
6.1 Introduction
6.2 Financial systems and process
6.3 The finance department
6.4 Financial controls
6.5 Financial statements
6.6 Finance and the FM
6.7 Sources of funding
6.8 Use of funding
6.9 Fixed assets
6.10 Working capital
6.11 Investments
6.12 The balance sheet
6.13 The profit and loss account
6.14 Cash flow statement
6.15 Performance measurement
6.16 Profitability
6.17 Liquidity
6.18 Other liquidity issues
6.19 Annual reports of accounts
6.20 Financial accounting standards
6.21 Budgets
6.22 Roles of budgets
6.23 Budget design
6.24 Capital or revenue
6.25 Property costs
6.26 Budget variances
6.27 Cost data
6.28 Cost accounting
6.29 Cost centres
6.30 Cash flow
6.31 Leases
6.32 Tax
6.33 Depreciation
6.34 Financial business cases
6.35 Investment appraisal methods
6.36 Preparing a financial proposal
6.37 Building life-cycle costs
6.38 Life-cycle costing methodology
6.39 Evaluating life-cycle costs
6.40 The impact of inflation
7 Property and Estates Management
7.1 Introduction
7.2 Property industry
7.3 Market influences
7.4 The cyclical nature of the market
7.5 Property portfolios
7.6 The investment market
7.7 Property investors
7.8 Property management
7.9 Property professionals and specialists
7.10 Developing a property strategy
7.11 Property and asset registers
7.12 Dilapidations
7.13 Vacant property
7.14 Property guardians
8 Property Legislation and Leases
8.1 Ownership and tenure
8.2 The Estate Agents Act 1979
8.3 Consumer protection regulations
8.4 Defective Premises Act 1972
8.5 Occupiers’ Liability Acts 1957 and 1984
8.6 Energy Performance of Buildings (Certificates and Inspections) Regulations
8.7 Health and Safety Legislation
8.8 Boundaries and Party Walls
8.9 The contents and terms of a commercial lease
8.10 Tenant’s covenants
8.11 Landlord’s covenants
8.12 Schedules
8.13 Trigger notices
8.14 Time limits
8.15 User
8.16 Alienation or assignment
8.17 Arbitration
8.18 Additional covenants
8.19 Lease renewals
8.20 Security of tenure
8.21 The machinery for termination – Sections 24–28
8.22 Landlord’s basis for opposing a new tenancy – Section 30
8.23 The new tenancy
8.24 Section 32 Rule
8.25 Market forces and lease renewal
8.26 Repairs
8.27 Wayleaves
8.28 Easement
9 Developing New Buildings
9.1 The development process
9.2 Planning legislation
9.3 The Town and Country Planning Act 1990
9.4 Planning permission
9.5 The Town and Country Planning (Use Classes) Order 2005
9.6 Planning policy guidance notes
9.7 Development plans
9.8 Planning agreements
9.9 Breach of planning control
9.10 Uses pre-1964
9.11 Listed buildings
9.12 Conservation areas
9.13 Building design
9.14 Building types and uses
9.15 Drivers of building design
9.16 Sustainable construction
9.17 Passivhaus
9.18 Intelligent buildings
9.19 Building information modelling (BIM)
9.20 Structure and its effect on building use
9.21 Planning grids and the use of space
9.22 Developers’ fit-out
9.23 Measuring building efficiency
9.24 Building efficiency
9.25 Layout impact
9.26 Building performance
9.27 Design Quality Indicator
9.28 Commercial building materials
9.29 Building Regulations
9.30 Approved Documents
10 Project Management
10.1 Introduction
10.2 Project management process
10.3 Fundamentals of project management
10.4 Project manager role
10.5 Responsibilities
10.6 Project briefs
10.7 Terms of reference (TOR)
10.8 Project programmes
10.9 Project timescales
10.10 Quality plan
10.11 FADE project methodology
10.12 PRINCE
10.13 Project planning
10.14 Planning techniques
10.15 Gantt charts
10.16 Critical path analysis
10.17 Project control
10.18 Risk management
10.19 Project budget
10.20 Project teams
10.21 Project support
10.22 Project handover
11 Space Management
11.1 Introduction
11.2 Data and information gathering
11.3 Importance of space
11.4 Space management policy
11.5 Space guidelines
11.6 Effective use of space
11.7 The FM cost driver
11.8 Business performance
11.9 Space planning
11.10 Impact of building structures on space use
11.11 Impact of building services on space use
11.12 Space allocation
11.13 Space utilisation
11.14 Space audits
11.15 Building efficiency
11.16 Building operating costs
11.17 Measuring terminology
11.18 New developments in space use
11.19 Legislation and compliance
12 Workplace and Accommodation Management
12.1 Workplace and accommodation changes
12.2 Move requests
12.3 Churn
12.4 Swing space
12.5 Planning a move
12.6 Implementation
12.7 Post-move
13 Procurement
13.1 Introduction
13.2 Purchase criteria
13.3 Procurement policy
13.4 Service contracts
13.5 Procurement strategy
13.6 Procurement stages
13.7 Strategic sourcing
13.8 Spend analysis
13.9 Identifying the need
13.10 Demand management
13.11 Supplier selection
13.12 Specifications
13.13 Tendering process
13.14 The tender document
13.15 Invitation to tender process
13.16 Cost models
13.17 Whole-life costing
13.18 Value engineering
13.19 E-purchasing
13.20 Legislation
13.21 European procurement legislation
13.22 Bribery Act 2010
14 Contracts and Contract Management
14.1 Introduction
14.2 Consideration
14.3 Communication of offer and acceptance
14.4 Acceptance
14.5 Withdrawal
14.6 Contracts by deed
14.7 Contracts which are not binding
14.8 Contract types
14.9 Contract methods
14.10 Contents of a contract
14.11 Lump-sum contract
14.12 Measured-term contract
14.13 Term contract
14.14 Fixed-price contract
14.15 Reimbursable contract
14.16 Schedule of rates
14.17 Reimbursable and fixed-fee contract
14.18 Contract relationships
14.19 Partnership
14.20 Contract extensions
14.21 Service level agreements (SLAs)
14.22 Standard contract forms
14.23 CIOB Facilities Management Contract
14.24 JCT suite of contracts
14.25 GC/Works/10 Facilities Management Contract (2000)
14.26 NEC framework of contracts
14.27 BSRIA Soft Landings
14.28 Private finance initiatives (PFIs)
14.29 Terms and conditions
15 Legislation
15.1 Introduction
15.2 UK legal system
15.3 Impact on FM
15.4 Duties
15.5 Negligence
15.6 Vicarious liability
15.7 Consultation
15.8 Competence
15.9 Operational compliance
15.10 Records
15.11 Strategic impact
15.12 Corporate manslaughter
15.13 Bribery Act 2010
15.14 Modern Slavery Act 2015
16 Legislation Affecting Facilities Management Activities
16.1 Introduction
16.2 Safety policy
16.3 Enforcing authorities
16.4 Management of health and safety regulations
16.5 The HSE five-step approach
16.6 Risk assessment standards
16.7 Hazards
16.8 Risk control
16.9 Risk register
16.10 Definitions of hazard and risk
16.11 Hazard identification
16.12 Work activities
16.13 Risk assessment
16.14 Risk assessment records
16.15 The Workplace (Health, Safety and Welfare) Regulations 1992 (amended 2002)
16.16 Control of Substances Hazardous to Health 2002
16.17 Work at Height Regulations 2005
16.18 Provision and Use of Workplace Equipment Regulations 1998
16.19 Manual Handling Regulations 1992
16.20 Personal Protective Equipment at Work Regulations 1992
16.21 Lifting Operations and Lifting Equipment Regulations 1998
16.22 Control of Noise at Work Regulations 2005
16.23 Confined Spaces Regulations 1997
16.24 Building Regulations 2010 – Part L
16.25 Data Protection Act 2018
16.26 Regulation of Investigatory Powers Act 2000
16.27 Human Rights Act 1998
16.28 Transfer of Undertakings (Protection of Employment) Regulations 2006
16.29 Working Time Regulations 1998
16.30 National Minimum Wage Act 1998
16.31 Greenhouse Gas Emissions (Directors’ Reports) Regulations 2013
16.32 Companies (Directors’ Report) and Limited Liability Partnerships (Energy and Carbon Report) Regulations 2018
17 Fire Safety and Legislation
17.1 Introduction
17.2 Legislation and standards
17.3 Building design
17.4 Building Regulations
17.5 Designing space
17.6 Standards
17.7 Balanced solution
17.8 Fire separation
17.9 Classification of materials, buildings and fixtures
17.10 Building classifications
17.11 Furnishings
17.12 Means of escape
17.13 Fire signage
17.14 Fire detection and fire alarms
17.15 Fire detection system categories
17.16 Control panels
17.17 Zoning
17.18 Fire, smoke and heat detectors
17.19 Sounders
17.20 Call points
17.21 Cabling
17.22 Suppression systems
17.23 Fire extinguishers
17.24 Hose reels
17.25 Fire blankets
17.26 Sprinklers
17.27 Fire hydrants
17.28 Dry and wet risers
17.29 Regulatory Reform (Fire Safety) Order 2005
17.30 Risk assessment
17.31 Assessment methods
17.32 Training records
17.33 Fi
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