Facilities Manager's Desk Reference

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.

Auteur

JANE WIGGINS, MBA CFM FIWFM, has over thirty-five years of experience of facilities management, project delivery and provision of business support services in major blue chip organizations and the education sector. With expertise in operational and strategic aspects of facilities management, Jane established FM Tutor & Associates Ltd to bring her knowledge to many hundreds of Facilities Management students, helping them gain a professional qualification in FM. Formerly an Associate Tutor and dissertation supervisor for the MSc in Facilities Management at the University College of Estates Management and lead Tutor at the CTP Resettlement Centre for the FM programmes, Jane has worked with many other educational organisations. She was Chair of the British Institute of Facilities Management Education special interest group from 2003 2008. Jane has spoken and written extensively on the subject and is author of the BPP BIFM workbooks, several case studies and articles on FM across range of publications such as Croners, EFMR, Facilities Management Journal, and FM World.

Contenu

List of Abbreviations xxv

Introduction xxxiii

1 History of Facilities Management 1

1.1 Origins of facilities management 1

1.2 A brief history of FM 1

1.3 Growth of the FM profession 3

1.4 Defining FM 5

1.5 Development of FM 8

1.6 Trends 10

2 Key Drivers of Facilities Management 11

2.1 The business organisation 11

2.2 Demand and supply 11

2.3 Roles of FM 12

2.4 Drivers of FM 13

2.5 Champion of end-users 13

2.6 Flexibility in office space 14

2.7 A recruitment differentiator 14

2.8 Scope of services 15

2.9 Impact of working environment on productivity 15

2.10 The virtual office 15

2.11 Technologysystems integration 16

2.12 Building designs 16

2.13 Financial performance 16

2.14 Ownership of the property 17

2.15 Value added 17

2.16 Service profit chain 17

2.17 FM's contribution 19

2.18 Performance measurement 19

2.19 Performance indicators 20

2.20 Benchmarking 20

2.21 Future trends 21

3 Activities in Facilities Management 23

3.1 Introduction 23

3.2 Facilitation of services and information 23

3.3 Management functions 23

3.4 Premises and building management 24

3.5 Business support services 26

3.6 Scope and extent of FM activities and services 27

3.7 FM and the property management function 28

4 Delivering Facilities Management Strategy 29

4.1 Introduction 29

4.2 Business strategy 29

4.3 Identifying needs 29

4.4 Benefits of a strategic approach 33

4.5 Strategic analysis 33

4.6 Determining factors 33

4.7 Premises policy 34

4.8 Facilities audit 35

4.9 Audit process 35

4.10 Awareness 36

4.11 Space audit 36

4.12 Audit stage 1 fact finding 36

4.13 Audit stage 2 further investigation 36

4.14 Audit benefits 37

4.15 Developing solutions 37

4.16 Strategy implementation 38

4.17 FM strategy models 38

5 Outsourcing 43

5.1 Introduction 43

5.2 Multi-service contracts 43

5.3 Best Value 44

5.4 Longer contracts 44

5.5 Integrated FM solutions 44

5.6 Benefit analysis 44

5.7 Intelligent client 45

5.8 FM outsourcing models 45

5.9 Vested sourcing 46

5.10 Selection process 46

6 Financial Management 48

6.1 Introduction 48

6.2 Financial systems and process 48

6.3 The finance department 52

6.4 Financial controls 52

6.5 Financial statements 53

6.6 Finance and the FM 53

6.7 Sources of funding 54

6.8 Use of funding 54

6.9 Fixed assets 54

6.10 Working capital 55

6.11 Investments 55

6.12 The balance sheet 55

6.13 The profit and loss account 55

6.14 Cash flow statement 56

6.15 Performance measurement 56

6.16 Profitability 57

6.17 Liquidity 57

6.18 Other liquidity issues 58

6.19 Annual reports of accounts 59

6.20 Financial accounting standards 59

6.21 Budgets 60

6.22 Roles of budgets 61

6.23 Budget design 62

6.24 Capital or revenue 62

6.25 Property costs 62

6.26 Budget variances 63

6.27 Cost data 64

6.28 Cost accounting 65

6.29 Cost centres 66

6.30 Cash flow 67

6.31 Leases 69

6.32 Tax 69

6.33 Depreciation 76

6.34 Financial business cases 76

6.35 Investment appraisal methods 77 6.3...