Facilities Manager's Desk Reference - Jane M. Wiggins - E-Book

Facilities Manager's Desk Reference E-Book

Jane M. Wiggins

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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.

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Table of Contents

Cover

Title Page

Copyright

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 Fire‐trained staff

17.34 The fire drill

17.35 Refuges

18 Electrical Supplies and Electrical Safety

18.1 Introduction

18.2 Single‐phase supply

18.3 Three‐phase low‐voltage supply

18.4 High‐voltage three‐phase supply

18.5 Wiring

18.6 Inspection and testing

18.7 Standards – 18th Edition

18.8 Portable electrical equipment

18.9 Safety

18.10 Electric shock

18.11 Earthing

18.12 Bonding

18.13 Circuit protection

18.14 Cable management

18.15 Power quality

18.16 Voltage optimisers

18.17 Power failures

18.18 Assessing the need

18.19 Uninterruptable power supplies

18.20 Generators

19 Accessibility and Inclusive Built Environments

19.1 Introduction

19.2 Inclusive FM

19.3 Disability discrimination legislation

19.4 Special Educational Needs and Disability Act 2001

19.5 Disability Discrimination Act 2005

19.6 Equality Act 2010

19.7 Planning and Compulsory Purchase Act 2004

19.8 Disability awareness

19.9 Front‐of‐house services

19.10 Personal emergency evacuation plans (PEEPs)

19.11 Communication

19.12 Physical adjustments

19.13 Claims

20 First Aid at Work

20.1 Introduction

20.2 Definition of first aid

20.3 Health and Safety (First‐Aid) Regulations 1981

20.4 Assessment of first‐aid needs

20.5 Suitable person

20.6 First‐aid equipment

20.7 Automated external defibrillators

20.8 Travelling first‐aid kits

20.9 First‐aid rooms

20.10 Inspection and communication

20.11 Reporting of Injuries, Diseases and Dangerous Occurrences Regulations 2013

20.12 Fit note

21 Asbestos

21.1 Introduction

21.2 Regulations

21.3 Asbestos management plan

21.4 Management options

21.5 Asbestos survey types

21.6 Asbestos material assessment algorithm

21.7 Asbestos priority assessment

21.8 Asbestos management strategies

21.9 Managing an asbestos incident

21.10 Summary checklist

22 Water Supplies and Water Safety

22.1 Introduction

22.2 Water systems

22.3 Water consumption

22.4 Benefits of water conservation

22.5 Water industry

22.6 Compliance

22.7 Water pollution

22.8 Drinking water

22.9 Washing and cleaning

22.10 Food preparation

22.11 Water pressure

22.12 Drainage

22.13 Sustainable Urban Drainage System (SuDS)

22.14 Specialist maintenance

22.15 Water design capacity

22.16 Supply continuity

22.17 Management review

22.18 Water management policy

22.19 Water‐saving technology

22.20 Water recycling systems

22.21 Urinal controls

22.22 Water‐saving tips

22.23 Leak detection

22.24 Water safety

22.25 Approved Code of Practice L8

22.26 Legionella Control Association Code of Conduct

22.27 Risk assessment

22.28 Legionnaires’ disease

22.29 The maintenance implications of Legionnaires’ disease

22.30 Maintenance routines and operating procedures

22.31 Coliform bacteria

22.32 Pseudomonas aeruginosa

22.33 Water quality legislation

22.34 Water quality testing

22.35 Swimming pool management

23 Construction (Design and Management) Regulations

23.1 Introduction

23.2 Notifiable works

23.3 Impact of the Regulations on FM

23.4 Principal designer duties

23.5 Designer duties

23.6 Principal contractor duties

23.7 Competence

23.8 Assessing competence

23.9 Demolition

23.10 Documents

24 Business Continuity

24.1 Introduction

24.2 Basic principles

24.3 Legislation

24.4 Standards

24.5 Impact on business

24.6 Policy

24.7 Planning

24.8 Business impact analysis

24.9 Corporate strategy

24.10 Critical assets

24.11 Hazards, consequences and impacts

24.12 Benefits of a business impact analysis

24.13 Unavailability impact table

24.14 Risk assessment

24.15 Documents

24.16 Standby site

24.17 Implementation

24.18 Two‐team approach

24.19 Crisis management team

24.20 Logistics

24.21 Telephony and data communications

24.22 Testing the plan

24.23 Upkeep of records

24.24 Audit

25 Maintenance – Definitions and Strategies

25.1 Introduction

25.2 Maintenance priorities

25.3 Maintenance classifications

25.4 Maintenance policy

25.5 Computerised maintenance management systems

25.6 Asset registers

25.7 Maintenance programmes

25.8 Maintenance activities

25.9 Maintenance schedules

25.10 Controlling maintenance work

25.11 Building records

25.12 Annual inspections

25.13 Condition surveys

25.14 Planning the survey

25.15 Component life cycles

25.16 Bathtub curve

25.17 Element and component life expectancies

26 Mechanical and Electrical Systems and Their Maintenance

26.1 Introduction

26.2 Heating, ventilation and air conditioning

26.3 Heating systems

26.4 Direct heating systems

26.5 Indirect heating systems

26.6 Ventilation

26.7 Relative humidity

26.8 Natural ventilation

26.9 Mechanical ventilation

26.10 Air conditioning

26.11 Comfort control

26.12 Selection of an appropriate system

26.13 Air‐conditioning systems

26.14 Local exhaust ventilation systems

26.15 Dampers

26.16 Fans

26.17 Filters

26.18 Displacement ventilation systems

26.19 Fan coil units

26.20 Chilled beam

26.21 Diffusers

26.22 Heat pumps

26.23 Packaged air‐conditioning units

26.24 Refrigeration

26.25 Humidification

26.26 Cooling systems

26.27 Fire safety

26.28 Standards

26.29 Lifts

26.30 Lighting

26.31 Lighting requirements

26.32 Light fittings

26.33 Lighting efficiency

26.34 Lighting controls

26.35 Building management systems

26.36 Intelligent buildings

27 Information and Communications Technology

27.1 Introduction

27.2 Ownership options

27.3 Telephone systems

27.4 Telephony services

27.5 Communication wiring

27.6 Fibre optics

27.7 Cable distribution

27.8 Structured cabling systems

27.9 Data rooms and centres

27.10 Wireless networks

27.11 Cellular networks

27.12 Personal area networks

27.13 Virtual private networks

27.14 Firewalls

27.15 Smartphones and tablets

27.16 Cloud computing

27.17 Tele‐presence

27.18 Video conferencing

27.19 Voice over Internet Protocol

27.20 Applications

27.21 QR codes

27.22 Drones

27.23 The Internet of Things

27.24 Artificial intelligence

27.25 Voice‐activated services

28 Grounds and External Areas

28.1 External areas

28.2 In‐house or contracted‐out landscaping maintenance

28.3 Landscaping standards

28.4 Landscape architects

28.5 Decay of trees

28.6 Damage to trees

28.7 Removal of trees and tree stumps

28.8 Ownership of trees

28.9 Spreading of roots and branches

28.10 Dangerous trees

28.11 Licence to plant

28.12 Tree preservation orders

28.13 Conservation areas

28.14 Internal planting

28.15 Artificial plants

28.16 Maintenance of hardstandings and external areas

28.17 Vegetation and planted areas

28.18 Boundary fencing

28.19 Brickwork walls

28.20 Grounds maintenance contracts

28.21 Site footpaths and roads

28.22 Workplace parking

28.23 Parking policy

28.24 Car park categories

28.25 Car park design

28.26 Bicycle parking

28.27 Motorcycle parking

28.28 Car parking standards

28.29 Travel planning

28.30 Car sharing

28.31 Bike share

29 Fabric Maintenance

29.1 Introduction

29.2 Maintenance implications of building structures

29.3 Fabric maintenance programmes

29.4 Internal and external finishes

29.5 External walls and building envelope

29.6 Guttering and rain downpipes

29.7 Lightning conductors

30 Energy Management

30.1 Introduction

30.2 Energy consumption

30.3 Energy‐efficient building designs

30.4 Energy management good practice

30.5 Carbon footprint

30.6 Choice of fuel

30.7 Electricity

30.8 Combined heat and power systems

30.9 Renewable energy sources

30.10 Gas

30.11 Energy monitoring

30.12 Metering

30.13 Investment

30.14 Energy policy

30.15 CRC Energy Efficiency Scheme

30.16 Companies (Directors’ Report) and Limited Liability Partnerships (Energy and Carbon Report) Regulations 2018

30.17 Greenhouse Gas Emissions (Directors’ Reports) Regulations 2013

30.18 Carbon Trust Standard

30.19 ISO 50001 – Energy Management

30.20 BS EN 16247 – Energy Audits

30.21 PAS 2060 – Carbon Neutrality

30.22 PAS 2080 – Carbon Management in Infrastructure

30.23 Legislation

30.24 Building Regulations

30.25 Energy Performance of Buildings Directive

30.26 Energy Performance Certificates

30.27 Display Energy Certificates

30.28 Feed‐in Tariff

30.29 Renewable Heat Incentive

30.30 Energy Savings Opportunity Scheme

30.31 Minimum Energy Efficiency Standard

30.32 Smart Export Guarantee Scheme

31 Front of House

31.1 Reception services

31.2 The first impression

31.3 The welcome process

31.4 Welcome formalities

31.5 Managing visitor expectations

31.6 Best practice

31.7 Customer service

31.8 Customer and visitor satisfaction

31.9 Visiting groups

31.10 Meet and greet service

31.11 Styles of welcome and reception service

31.12 Welcome boards

31.13 Remote entry points

31.14 The goodbye

31.15 Reception service standards

31.16 Corporate duty of care

31.17 Recording visitor information

31.18 Display of company signage

31.19 Visitor risk assessments

31.20 Fire precautions in the reception area

31.21 CCTV surveillance

31.22 Trespassing and theft

31.23 Switchboard services

31.24 Room booking services

31.25 Virtual reception

32 Housekeeping and Cleaning Services

32.1 Cleaning services

32.2 Cleaning methods

32.3 Cleaning standards

32.4 Cleaning specifications

32.5 Cleaning costs

32.6 Advantages and disadvantages of contract cleaning

32.7 Staff

32.8 Daytime cleaning

32.9 Equipment

32.10 Microfibre materials

32.11 Ionators and active water

32.12 Cleaning chemicals

32.13 Detergents

32.14 Sealants

32.15 Solvents

32.16 Example contract cleaning specification

32.17 Checklist

32.18 COVID‐19 Cleaning guidance

33 Security Management

33.1 Introduction

33.2 Security strategy

33.3 Contract security services

33.4 Licensed security roles

33.5 Increased importance

33.6 Contractor selection

33.7 Service standards

33.8 Site survey and analysis

33.9 Assignment instructions

33.10 Access control

33.11 Door security

33.12 Door furniture

33.13 Windows

33.14 Electronic access control systems

33.15 Components in electronic systems

33.16 Advantages and disadvantages of electronic systems

33.17 Training

33.18 Special considerations

33.19 Disability discrimination

34 Customer and Stakeholder Relations

34.1 The importance of good service delivery

34.2 Customer care

34.3 Stakeholder analysis

34.4 Customer service

34.5 Communication

34.6 Service delivery requirements

34.7 Analysis tools

34.8 Questionnaires

34.9 User and focus groups

34.10 Mystery shopping

34.11 Critical service features

34.12 Gap analysis

34.13 Service quality (SERVQUAL)

34.14 Internal customer service

34.15 FM helpdesk

34.16 Service level agreements

34.17 Customer service standards

34.18 Customer journey mapping

34.19 Customer Effort Score (CES)

34.20 Net Promoter Score (NPS)

35 Waste Management

35.1 Introduction

35.2 Waste management policy

35.3 Waste management structure

35.4 Waste management procedures

35.5 Duty of care

35.6 Waste minimisation

35.7 Building design

35.8 Operational buildings

35.9 Business activities and business processes

35.10 Product labelling

35.11 Recycling

35.12 Plastic waste

35.13 Anaerobic digestion

35.14 Waste to energy

35.15 Waste product database

35.16 Waste classification

35.17 Waste management audits

35.18 Targets

35.19 Landfill

35.20 Legislation

36 Catering and Hospitality Services

36.1 Introduction

36.2 Catering trends

36.3 Catering strategy

36.4 Catering objectives

36.5 In‐house catering operation

36.6 Contracted‐out catering services

36.7 Contract types

36.8 Catering specification

36.9 Catering costs

36.10 Catering services review

36.11 Food hygiene and safety

36.12 Hazard Analysis of Critical Control Points

36.13 Allergens

36.14 Legislation

36.15 Well‐being

36.16 Standards and accreditations

37 Quality Management

37.1 Origins

37.2 Quality

37.3 Quality management

37.4 Continuous improvement

37.5 Lean

37.6 Quality systems and procedures

37.7 Total quality management

37.8 Business Excellence Model – European Foundation of Quality Management

37.9 Six Sigma

37.10 Quality standards and accreditation schemes

37.11 Standards

37.12 ISO 9000

37.13 ISO 41001

37.14 ISO 14001

37.15 Investors in People

37.16 Benchmarking

37.17 FM benchmarking

37.18 Key performance indicators

38 Document Management Services

38.1 Corporate information

38.2 Document management

38.3 Mail

38.4 Reprographics

38.5 Photocopiers

38.6 Printers

38.7 Multi‐function devices

38.8 Facsimile (fax) machines

38.9 Electronic document management system

38.10 Audiovisual equipment

38.11 Archives

39 Sustainability and Environmental Issues

39.1 Introduction

39.2 Historical overview

39.3 Definitions

39.4 Earth’s resources

39.5 Ecological footprint

39.6 The One Planet Living principles

39.7 FM’s role

39.8 Environmental impacts

39.9 History of CSR

39.10 CSR responsibilities

39.11 CSR standards

39.12 Measuring CSR

39.13 Benchmarking CSR

39.14 Sustainability Index in FM

39.15 CSR and Environmental Policy

40 Management of the Facilities Management Function

40.1 The facilities management team

40.2 Setting up the department

40.3 Workload planning and allocation

40.4 Delegation

40.5 Recruitment

40.6 FM competencies

40.7 Training and development

40.8 Career planning

40.9 Motivation

40.10 Culture and values

40.11 Team building

40.12 Multi‐team (cross‐functional) working

40.13 Discipline, grievances and staff exit

40.14 Management

40.15 Leadership

40.16 Raising the profile of workplace and FM professionals

Index

End User License Agreement

List of Tables

Chapter 2

Table 2.1 Demand and supply of FM services

Table 2.2 FM roles in an organisation

Table 2.3 Factors driving the development of FM

Chapter 3

Table 3.1 Potential FM services

Chapter 4

Table 4.1 Example outcome of a PESTLE analysis

Table 4.2 Steps in a strategic analysis

Table 4.3 Conditions affecting an FM strategy

Table 4.4 Premises policy contents

Table 4.5 Audit stage 1 – fact finding

Chapter 6

Table 6.1 Glossary of financial terms

Table 6.2 Users of financial information

Table 6.3 Roles of budgets

Table 6.4 Examples of FM costs

Table 6.5 FM cost categories

Table 6.6 Examples of fixed and variable costs in the FM budget

Table 6.7 Project financial appraisals

Table 6.8 Cost–benefit analysis example

Table 6.9 Contents of a business case

Chapter 7

Table 7.1 Comparison of objectives

Table 7.2 Dilapidations Section 18 claim

Table 7.3 Dilapidation claim devalued by diminution in value

Table 7.4 Reasons for property to become vacant

Table 7.5 Checklist of FM actions to protect vacant property

Chapter 9

Table 9.1 List of classes of use permitted

Table 9.2 Environmental Assessment Schemes

Table 9.3 Building technologies

Table 9.4 Features of building structures and layouts

Table 9.5 Properties of elements of construction

Chapter 10

Table 10.1 The FADE project approach

Chapter 11

Table 11.1 Impact of building structures on space use

Table 11.2 Noise control principles

Table 11.3 Factors affecting light and its effectiveness in the workplace

Table 11.4 Lighting control principles

Table 11.5 Guidance on lux levels

Table 11.6 Thermal control principles

Table 11.7 Critical examination of the organisation and use of space

Table 11.8 Methods of data collection

Table 11.9 Operational costs

Table 11.10 Examples of potential space and operating costs

Table 11.11 International Property Management Standards (IPMS) definitions

Table 11.12 Resistance to changes in space use

Chapter 13

Table 13.1 Examples of goods or services purchased by an FM

Table 13.2 Comparison of specifications

Table 13.3 Stages in procurement

Table 13.4 Tender schedule

Table 13.5 Tender document structure example

Table 13.6 Cost examples

Table 13.7 The value‐engineering approach to cost management

Table 13.8

Table 13.9 EU tender procedure types

Chapter 14

Table 14.1 Contract contents

Table 14.2 CIOB FM contract appendices

Table 14.3 Phases in the Soft Landings Contract

Chapter 15

Table 15.1 Types of law

Table 15.2 Government agents and areas of responsibility in law

Table 15.3 List of concerns ranked in order of importance

Table 15.4 List of FM activities and the relevant laws

Chapter 16

Table 16.1 The Health and Safety at Work Act 1974

Table 16.2 Hierarchy of control measures

Table 16.3 Probability outcomes

Table 16.4 Scope of the Workplace Regulations

Table 16.5 Noise levels requiring action to safeguard hearing

Table 16.6 Part L Compliance Guide Contents – Non‐domestic Buildings

Chapter 17

Table 17.1 The components of a fire

Table 17.2 Classes of fire

Table 17.3 Proposals to improve fire safety in high‐risk, high‐rise buildings...

Table 17.4 Building Regulations Approved Document B

Table 17.5 Common means of escape terminology

Table 17.6 Means of escape

Table 17.7 Fire detection systems

Table 17.8 Fire detector types

Table 17.9 Fire cabling types

Table 17.10 Fire suppression systems

Table 17.11 Fire extinguishers

Table 17.12 Use of hose reels

Table 17.13 Fire sprinkler systems

Table 17.14 Fire evacuation strategies

Chapter 18

Table 18.1 Main changes in the 18th edition of BS 7671

Table 18.2 Dangers of electricity to people

Table 18.3 Electrical faults

Table 18.4 Uninterruptable power supply (UPS) examples

Chapter 19

Table 19.1 Principles of accessibility

Chapter 20

Table 20.1 Determination of first‐aid requirements in the workplace

Chapter 21

Table 21.1 Asbestos material assessment

Table 21.2 Management assessment

Chapter 22

Table 22.1 Features of SuDS

Table 22.2 The four criteria of a water management review

Table 22.3 Building urinal control systems

Chapter 23

Table 23.1 Duty holders

Table 23.2 Client’s duties

Table 23.3 Contents of the information pack

Table 23.4 Client checklist

Chapter 24

Table 24.1 Average length of business interruptions and their cause

Table 24.2 Life cycle of BCM

Table 24.3 BCP stages

Table 24.4 Examples of risks

Table 24.5 Template for assessing impact of risk to business

Table 24.6 Worked risk assessment example

Table 24.7 Business continuity planning checklist

Table 24.8 Business continuity planning teams

Chapter 25

Table 25.1 Maintenance definitions

Table 25.2 Maintenance classifications (unless stated otherwise, the quotes a...

Table 25.3 Maintenance frequencies

Table 25.4 Example maintenance schedule

Table 25.5 Maintenance scheduling issues

Table 25.6 Building record contents

Table 25.7 Maintenance definitions

Chapter 26

Table 26.1 WELL air quality parameters

Table 26.2 Natural ventilation systems

Table 26.3 Typical speeds of lifts

Table 26.4 Lighting terminology

Table 26.5 Types of lamp

Table 26.6 Light levels (lux) in different settings

Table 26.7 Light efficiency

Table 26.8 Integrated building analysis: example uses

Chapter 27

Table 27.1 Selection of ICT systems

Table 27.2 Telephony terminology

Table 27.3 Range of telecommunications services

Table 27.4 Features of an ICT communications policy

Table 27.5 Management control features

Table 27.6 Data Centre Classifications

Table 27.7 The benefits of wireless working

Table 27.8 The drawbacks of wireless working

Table 27.9 Computer‐aided facilities management (CAFM) components

Table 27.10 Potential uses of drones

Table 27.11 Potential of the Internet of Things for FM operations

Chapter 28

Table 28.1 Risk factors affecting root growth and damage

Table 28.2 Environmental factors affecting internal planting

Table 28.3 The key attributes of car park designs

Table 28.4 Travel plan benefits

Chapter 30

Table 30.1 Ways to promote energy management

Table 30.2 Energy and Carbon Report contents according to the Streamlined Ene...

Table 30.3 Criteria for an ESOS energy audit

Chapter 31

Table 31.1 Advantages and disadvantages of a meet and greet service

Table 31.2 Style of service offered to different visitors

Table 31.3 Example service level agreement for a reception service

Chapter 32

Table 32.1 Range of cleaning activities

Table 32.2 Ways to clean

Table 32.3 Examples from the BICSc general cleaning standard

Table 32.4 Range of chemicals used in cleaning activities

Table 32.5 Specialty products

Table 32.6 Applicator types and features

Table 32.7 Types of water‐based wax

Chapter 34

Table 34.1 Examples of stakeholders

Table 34.2 The gaps in service quality

Table 34.3 Benefits of excellent customer service

Chapter 35

Table 35.1 Responsibilities in the waste chain

Table 35.2 Categories of plastic waste

Table 35.3 Waste assessment procedure

Table 35.4 General waste codes

Table 35.5 Properties of hazardous waste

Table 35.6 Persistent organic pollutants

Table 35.7 Classification of waste substances during transport

Chapter 36

Table 36.1 Costs of catering in a cost‐plus contract (in £s)

Table 36.2 Costs of catering in a fixed‐price contract (in £s)

Table 36.3 General catering cost elements

Table 36.4 Duties in food hygiene and food safety

Table 36.5 The seven principles of HACCP

Table 36.6 Food Hygiene Rating Scheme ratings

Chapter 37

Table 37.1 Fundamental inputs to a quality management (QM) system

Table 37.2 Fundamental concepts in the EFQM

Table 37.3 The five steps in Six Sigma

Table 37.4 Standards and accreditation schemes related to FM

Table 37.5 The eight ISO standard quality principles

Table 37.6 Advantages and disadvantages of ISO 9000

Table 37.7 Types of benchmarking

Table 37.8 The four steps in the implementation of a benchmarking exercise

Table 37.9 Soft data questions

Table 37.10 Benchmarking examples in FM

Table 37.11 FM benchmarking metrics

Chapter 38

Table 38.1 Mailroom procedures

Chapter 39

Table 39.1 Earth’s capital

Table 39.2 One Planet Living

Table 39.3 Environment impacts of FM activities

Table 39.4 Behaviour guidelines according to the OECD

Table 39.5 Global Reporting Initiative standards

Table 39.6 Elements of SA8000

Table 39.7 Business in the Community’s Responsible Business Tracker component...

Table 39.8 SFMI Balanced Scorecard components

Chapter 40

Table 40.1 Definitions relating to delegation

Table 40.2 Attributes and behaviours

Table 40.3 Skills and abilities

Table 40.4 RICS FM Qualification Pathway

Table 40.5 Factors in Herzberg Two‐Factor Model

Table 40.6 Behaviour traits in McGregor’s Theory X and Theory Y

Table 40.7 Motivation methods

Table 40.8 Belbin’s Team Roles

Table 40.9 Practical suggestions for rewarding others

Table 40.10 Teamworking tips

Table 40.11 Factors that may cause staff to leave

Table 40.12 Management roles

List of Illustrations

Chapter 2

Figure 2.1 Demand–supply model of FM

Figure 2.2 Value‐added contributions in a collaborative organisation

Chapter 3

Figure 3.1 Factors involved in the provision of FM services

Figure 3.2 The FM pyramid

Chapter 4

Figure 4.1 Developing FM strategies (KPIs: key performance indicators; SLAs:...

Figure 4.2 Alignment of strategic purposes of FM

Figure 4.3 In‐house FM model

Chapter 5

Figure 5.1 Relationship between in‐house and outsourced operations

Figure 5.2 Outsourcing FM models

Chapter 11

Figure 11.1 Adjacency matrix

Figure 11.2 Bubble diagrams

Figure 11.3 Results of utilisation survey

Figure 11.4 The space audit framework

Figure 11.5 Space cost illustration

Figure 11.6 Building space measures

Chapter 13

Figure 13.1 Supply matrix

Chapter 15

Figure 15.1 The UK justice system

Chapter 25

Figure 25.1 Maintenance planning

Figure 25.2 Bathtub curve of maintenance

Figure 25.3 Element and component life expectancies (HVAC: heating, ventilat...

Chapter 28

Figure 28.1 Grounds maintenance audit check list

Chapter 30

Figure 30.1 The six steps in PAS 2060 (

Carbon Neutrality

)

Chapter 32

Figure 32.1 Cleaning audit checklist

Figure 32.2 Cost proformas

Chapter 34

Figure 34.1 Example stakeholder analysis

Figure 34.2 Customer satisfaction

Chapter 35

Figure 35.1 Waste hierarchy and waste minimisation principles

Chapter 36

Figure 36.1 Trends in catering

Figure 36.2 Example catering specification

Figure 36.3 Lunch service

Chapter 39

Figure 39.1 The trilogy of sustainable FM

Chapter 40

Figure 40.1 Maslow’s Hierarchy of Needs

Figure 40.2 Management activities

Guide

Cover

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FACILITIES MANAGER'S DESK REFERENCE

 

Third Edition

 

JANE M. WIGGINS

FM Tutor & Associates Ltd

 

 

 

 

 

 

 

 

This edition first published 2021© 2021 John Wiley & Sons Ltd.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, except as permitted by law. Advice on how to obtain permission to reuse material from this title is available at http://www.wiley.com/go/permissions.

The right of Jane M. Wiggins to be identified as the author of this work has been asserted in accordance with law.

Registered OfficesJohn Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, USAJohn Wiley & Sons Ltd, The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, UK

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Library of Congress Cataloging‐in‐Publication Data

Names: Wiggins, Jane M., author.

Title: Facilities manager’s desk reference / Jane M. Wiggins, owner, FM Tutor & Associates Ltd.

Description: Third edition. | Hoboken, NJ : Wiley‐Blackwell, 2021. | Includes bibliographical references and index.

Identifiers: LCCN 2020038232 (print) | LCCN 2020038233 (ebook) | ISBN 9781119633594 (paperback) | ISBN 9781119633600 (adobe pdf) | ISBN 9781119633617 (epub)

Subjects: LCSH: Facility management‐‐Handbooks, manuals, etc.

Classification: LCC TS155 .W536 2020 (print) | LCC TS155 (ebook) | DDC 658.2‐‐dc23

LC record available at https://lccn.loc.gov/2020038232

LC ebook record available at https://lccn.loc.gov/2020038233

Cover Design: Wiley Cover Image: © Howard Kingsnorth/Getty Images

List of Abbreviations

AC

air conditioning

ACAS

Advisory, Conciliation and Arbitration Service

ACM

asbestos‐containing material

ACoP

Approved Code of Practice

ACPO

Association of Chief Police Officers

AD

anaerobic digestion

ADR

alternative dispute resolution

AE

annual equivalent

AED

automated external defibrillator

AFDD

arc fault detection devices

AFM

Association of Facilities Managers

AGA

Authorised Guarantee Agreement

AHU

air handling unit

AI

assignment instruction

AIB

asbestos insulating board

AMR

automatic meter reader

AP

appointed person

ASHRAE

American Society of Heating, Refrigerating and Air‐Conditioning Engineers

BALI

British Association of Landscape Industries

BAR

British Association of Removers

BAS

building automation system

BCIS

Building Cost Information Service

BCM

business continuity management

BCO

British Council for Offices

BCP

business continuity planning/plan

BE

built environment

BEIS

Business, Energy and Industrial Strategy

BEMS

building energy management systems

BESA

Building Engineering Services Association

BIA

business impact analysis

BICSc

British Institute of Cleaning Science

BIFM

British Institute of Facilities Management

BIM

building information modelling

BITC

Business in the Community

BMS

building management system

BOO

Build, Own, Operate

BOT

Build, Operate, Transfer

BRE

Building Research Establishment

BREEAM

Building Research Establishment Environmental Assessment Method

BRICS

Brazil, Russia, India, China and South Africa

BS

British Standard

BSI

British Standards Institution

BSIA

British Security Industry Association

BSRIA

Building Services Research and Information Association

BT

British Telecom

BTEC

Business and Technology Education Council

BV

best value

BVPP

Best Value Performance Plan

CAD

computer‐aided design

CAFM

computer‐aided facilities management

CAWR

Control of Asbestos at Work Regulations

CBA

cost–benefit analysis

CBM

condition‐based maintenance

CCP

critical control point

CCTV

closed circuit television

CDM

Construction Design and Management Regulations

CEA

cost‐effectiveness analysis

CEEQUAL

Civil Engineering Environmental Quality Assessment and Award Scheme

CES

Customer Effort Score

CFM

Centre for Facilities Management

or

Certified Facility Manager

CHAS

Contractors Health and Safety Assessment Scheme

CHP

combined heat and power

CIBSE

Chartered Institution of Building Services Engineers

CIOB

Chartered Institute of Building

CIPS

Chartered Institute of Procurement and Supply

CIS

Construction Industry Scheme

CITB

Construction Industry Training Board

CITES

Convention on International Trade in Endangered Species of Wild Fauna and Flora

CLP

Classification, Labelling and Packaging Regulation

CMG

Commercial Moving Group

CMMS

computerised maintenance management system

COSHH

Control of Substances Hazardous to Health Regulations

CPA

critical path analysis

CPI

critical performance indicators

CPSS

Cleaning Professionals Skills Suite

CPU

central processing unit

CRC

Carbon Reduction Commitment

CRM

customer relationship management

CSF

critical success factors

CSR

corporate social responsibility

CV

constant volume

DAERA

Department of Agriculture, Environment and Rural Affairs

DAS

Design and Access Statement

DBFO

Design, Build, Finance, Operate

DCF

discounted cash flow

DCMF

Design, Construct, Manage, Finance

DDA

Disability Discrimination Act

DEC

Display Energy Certificate

DEFRA

Department for Environment, Food and Rural Affairs

DNO

distribution network operator

DPC

damp proof course

DPIA

data protection impact assessment

DPO

data protection officer

DQI

Design Quality Indicator

DREAM

Defence Related Environmental Assessment Method

DSE

Health and Safety (Display Screen Equipment) Regulations

EA

Environment Agency

ECA

enhanced capital allowance

EDMS

electronic document management system

EDS

Electronic Data Systems

EFAW

emergency first aid at work

EFQM

European Foundation of Quality Management

EfW

energy‐from‐waste

EHO

Environmental Health Officer

EIA

environmental impact assessment

EIA/TIA

Electronic Industry Association and the Telecommunications Industry Association

EMAS

Eco‐Management and Audit Scheme

EMEA

Europe, the Middle East and Africa

EMI

electromagnetic interference

EMS

electromagnetic screen

EPBD

Energy Performance of Buildings Directive

EPC

Energy Performance Certificate

ERP

enterprise resource planning

ESOS

Energy Savings Opportunity Scheme

ESTA

Energy Services and Technology Association

ETO

economic, technical or organisational reason

EU

European Union

EWC

European Waste Catalogue

EWS

enterprise‐wide system

FAQ

frequently asked questions

FAW

first aid at work

FELV

functional extra‐low voltage

FF&E

fixtures, fittings and equipment

FFI

fee for intervention

FIT

Feed‐in Tariff

FM

facilities management

or

facilities manager

FMA

Facilities Management Association

FMI

Facility Management Institute

FMP

Facility Management Professional

FRS

financial reporting standards

FSC

Forest Stewardship Council

FTE

full‐time equivalents

FTSE

Financial Times Stock Exchange

GCW

General Contract Works

GDO

general development order

GDP

gross domestic product

GDPR

General Data Protection Regulation

GEA

gross external area

GEEP

generic emergency plan

GHG

greenhouse gas

GIA

gross internal area

GPI

general performance indicators

GPRS

General Packet Radio Service

GPS

Global Positioning System

GRI

Global Reporting Initiative

GSM

Global System for Mobile Communications

GWP

global warming potential

HACCP

Hazard Analysis of Critical Control Points

HCFC

hydrochlorofluorocarbon

HDPE

high‐density polyethylene

HFC

hydrofluorocarbon

HIV

human immunodeficiency virus

HMRC

Her Majesty's Revenue and Customs

HR

human resources

HRRB

high‐risk, high‐rise buildings

HSE

Health and Safety Executive

HTHW

high temperature system

HV

high voltage

HVAC

heating, ventilation and air conditioning

IAM

Institute of Administrative Management

IAQ

indoor air quality

ICF

intelligent client function

ICT

information and communications technology

IEE

Institution of Electrical Engineers

IEEE

Institute of Electrical and Electronics Engineers

IET

Institution of Engineering and Technology

IFM

Institute of Facilities Management

IFMA

International Facility Management Association

IFRS

International Financial Reporting Standards

IiP

Investors in People

IOSH

Institution of Occupational Safety and Health

IoT

Internet of Things

IP

Internet Protocol

IPC

integrated pollution control

IPCC

Intergovernmental Panel on Climate Change

IPD

Investment Property Databank

IPMS

International Property Management Standards

IPS

inline power supply

IPSA

International Professional Security Association

IRR

internal rate of return

ISA

individual savings accounts

ISO/IEC

International Organization for Standardization and the International Electrotechnical Commission

IT

information technology

IWBI

International WELL Building Institute

IWFM

Institute of Workplace and Facilities Management

JCA

Joint Competent Authority

JCT

Joint Contracts Tribunal

KPI

key performance indicator

LA

local authority

LAN

local area network

LCC

life‐cycle costing

LCR

least‐cost routing

LED

light‐emitting diode

LEED

Leadership in Energy and Environmental Design

LEV

local exhaust ventilation

LLP

limited liability partnerships

LNG

liquefied natural gas

LNR

Local Nature Reserves

LOLER

Lift Operations and Lifting Equipment Regulations

LoW

List of Waste

LPA

local planning authority

LTHW

low temperature system

LTM

long‐term maintenance

LV

low voltage

M&E

mechanical and electric

MDHS

Methods for the Determination of Hazardous Substances

MEES

Minimum Energy Efficiency Standard

MEL

maximum exposure limits

MEP

mechanical, electrical and plumbing

MERS

most economical route selection

MFD

multi‐function device

MICC

mineral insulated copper cable

MIS

management information system

ML

machine learning

MMS

multimedia services

MTHW

medium temperature system

NEAT

NHS Environmental Assessment Method

NEBOSH

National Examination Board in Occupational Safety and Health

NEC

New Engineering Contract

NFMA

National Facility Management Association

NHSS

National Highways Sector Scheme

NIA

net internal area

NNR

National Nature Reserves

NPS

Net Promoter Score

NPV

net present value

NSI

National Security Inspectorate

NUA

net usable area

O&M

operating and maintenance

ODG

Office Design Group

ODP

ozone depletion potential

OECD

Organisation for Economic Co‐operation and Development

OES

occupational exposure limits

OJEU

Official Journal of the European Union

PACE

Property Advisers to the Civil Estate

PAN

personal area network

PAT

portable appliance test

PC

principal contractor

or

personal computer

PD

principal designer

PDCA

Plan, Do, Check, Action

PEEP

Personal Emergency Evacuation Plan

PERT

Program Evaluation and Review Technique

PEST

political, economic, social and technological analysis

PESTLE

political, economic, social, technological, legislative and environmental analysis

PF2

revised format of PFI

PFC

perfluorocarbon

PFI

private finance initiative

PIA

Post Implementation Analysis

PIN

personal identification number

PIR

passive infrared

PLC

public limited company

PM

project manager

POE

Post Occupation Evaluation

PPE

personal protective equipment

PPM

planned preventative maintenance

PPP

public–private partnership

PQQ

pre‐qualification questionnaire

PRINCE

Projects In Controlled Environments

PUE

power usage effectiveness

PUWER

Provision and Use of Work Equipment Regulations

PV

photovoltaic

PVC

polyvinyl chloride

PZB

Parasuraman, Zeithaml and Berry

QAC

quaternary ammonium compounds

QM

quality management

QMS

quality management system

QR

quick response

RAM

random‐access memory

RCD

residual current device

REACH

Registration, Evaluation, Authorisation and Restriction of Chemicals

REIT

real estate investment trust

REP

real estate partnership

RFI

request for information

RFID

radio frequency identification

RH

relative humidity

RHI

Renewable Heat Incentive

RIBA

Royal Institute of British Architects

RICS

Royal Institution of Chartered Surveyors

RIDDOR

Reporting of Injuries, Diseases and Dangerous Occurrences Regulations

RLV

reduced low voltage

RO

Renewables Obligation

ROCE

return on capital employed

ROLO

Registration of Land‐Based Operatives

RRO

Regulatory Reform (Fire Safety) Order

SAC

Special Areas of Conservation

SAI

Social Accountability International

SCS

structured connectivity solution

SDG

Sustainable Development Goals

SECRSEG

Streamlined Energy and Carbon ReportingSmart Export Generator

SENDA

Special Educational Needs and Disability Act

SEPA

Scottish Environment Protection Agency

SERVQUAL

service quality

SFP

Sustainability Facility Professional

SIA

Security Industry Authority

SIC

Standard Industrial Classification of Economic Activities

SIM

subscriber identity module

SLA

service level agreement

SMART

specific, measurable, achievable, realistic and timely

SME

small and medium‐sized enterprise

SMS

short messaging service

SOR

statement of requirements

SPA

Special Protection Areas

SPS

Safer Parking Scheme

SPV

special‐purpose vehicle

SSSI

Sites of Special Scientific Interest

STP

shielded twisted pair

SuDS

Sustainable Urban Drainage System

SWL

safe working load

SWOT

strengths, weaknesses, opportunities and threats

TDS

total dissolvable solid

TFM

total facilities management

TOR

terms of reference

TPO

tree preservation order

TPS/FPS

telephone/fax preference service

TQM

total quality management

TSC

Term Service Contract

TUPE

Transfer of Undertakings (Protection of Employment) Regulations

UBR

uniform business rate

UDP

unitary development plan

UPS

uninterruptible power supply

UPVC

unplasticised polyvinyl chloride

UTP

unshielded twisted pair

UV

ultraviolet

VAT

Value Added Tax

VAV

variable air volume

VE

value engineering

VFM

value for money

VIP

very important person

VOA

Valuation Office Agency

VOC

volatile organic compound

VoIP

Voice over Internet Protocol

VPN

virtual private network

VR

virtual receptionist

VRF

variable refrigerant flow

VUCA

volatility, uncertainty, complexity and ambiguity

WAN

wide area network

WAP

Wireless Application Protocol

WCED

World Commission on Environment and Development

WEEE

Waste Electrical and Electronic Equipment Directive

or

Waste Electrical and Electronic Equipment

WHSWR

Workplace (Health, Safety and Welfare) Regulations

WLAN

wireless local area network

WPA

Wi‐Fi Protected Access

WTE

Waste to Energy

WWF

World Wildlife Fund

Introduction

FM (facilities management, or facilities manager) covers a wide range of disciplines, sometimes being referred to as the ‘jack of all trades’ or the ‘Cinderella function’ in an organisation. Many employees will turn to the workplace manager or FM to sort out their workplace issues and requests, so a competent FM must be able to turn their hand to practically anything. With constant changes to legislation, advances in the use of technology in the workplace, and increasing demands from staff, visitors and customers, many organisations are striving to maintain their competitive advantage. FMs are frequently expected to ensure compliance, provide opportunities for the organisation to adopt new ways of using built environments and identify other creative ways to reduce operational occupancy cost, yet maintain appropriate and productive working environment standards. For FMs, who need to juggle the many demands on their knowledge, experience and time, this reference text will be a useful ‘bible’, helping them to facilitate solutions and adaptations to their clients’ built environments.

Facilities Manager's Desk Reference