Terminology Over the Life CycleTerminology Over the Life Cycle

A Facility Manager’s Perspective

Peter J. Geiling, CFM, MRE

AIA CreditsAIA Credits

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IntroductionIntroduction

The World of the Facility Manager (FM)AKA, the “Owner”

1. Facility Management Handbook, Third Edition, Cotts, Roper, Payant, 20102. The Project Resource Manual, CSI Manual of Practice, Fifth Edition, 20053. A Guide to the Project Management Body of Knowledge, Fourth Edition, 2008

Life CycleLife Cycle

Life Cycle Costing (LCC) The process of determining the cost of a building over its lifetime, in present value terms, which includes all costs associated with the planning, design, construction, operations, maintenance and capital improvements over time, less any residual value and ultimately the cost of disposing of it. – Source: FMPedia, IFMA Foundation

FMFM’’s Life Cycle Views Life Cycle View

Excellent

Good

Fair

Poor

Very Poor

Failed

75% of life40% drop in quality

12% of life

$1.00 for renovation here

Will cost $4.00 to $5.00 here

Goal to extend life cycle curve

FMFM’’s Life Cycle Goals Life Cycle Goal

CSI Uniformat/Master format Pmbok (PMI) Means FMPedia (IFMA) BOMI AIA EJCDC AGC LEED ADA ASTM Government acronyms

TerminologyTerminologyConsistent terminology is necessary to reduce conflicts in the Planning, Design, and Construction Phases (First Costs) to protect the FM/Owner for the remaining life of the asset.

Use a consistent standard for developing facility performance/program requirements, functional elements (Uniformat)

Integrate the Master Format into Work Breakdown Structures

Specify the most current Master Format as requirement for A/E

Pre-planning using existing formats and terminology help reduce conflicts between owner, designer, and contractor.

Define Risks and Risk Management strategy

Determine maintenance standards

PlanningPlanning

Hire an experienced design team and provide design team with important requirements from planning phase

Schedule fixed design reviews Define life-cycle activities –

Commissioning (start-up, adjusting, testing, and training) Facility operations & maintenance procedures (O&M requirements for O&M manuals), attic stock recommendations

Involve FM staff throughout design to ensure requirements and terminology are clear.

Specification of reliable (longevity) building systems and materials.

Proper records and documentation is available to address possible maintenance issues.

DesignDesign

FM’s are involved throughout the process. Reviewing submittals and RFIs Reviewing as-built plans and specifications Conducting site visits

ConstructionConstruction

CloseClose--outout•Starting and Adjusting•Punch list•O& M Manuals•Warranties•Final as-built acceptance•Lessons learned

Operations & MaintenanceOperations & Maintenance Complying with warranty requirements Responding to warranty issues over year one Providing documentation for LEED/sustainability requirements Conducting follow-up surveys with occupants Retro-commissioning (periodic over life-cycle)

Other ConsiderationsOther Considerations

Building Information Modeling (BIM)

Sustainability (ongoing measurement and verification)

Q & AQ & A