Terminology in facility management based on industry standards. The use of consistent terms to help reduce conflicts during planning, construction, operation, and documentation in addressing maintenance issues. Ensuring requirements for commissioning, as-builts and other project records, O&M manuals, warranties, staff training, and start up testing are clear. The use of BIM and sustainability in facility management.

1. Terminology Over the Life Cycle
A Facility Manager’s Perspective
Peter J. Geiling, CFM, MRE

2. AIA Credits
Northern Virginia Chapter CSI is a Registered Provider with The American
Institute of Architects Continuing Education Systems. Credit earned on
completion of this program will be reported to CES Records for AIA
members. Certificates of Completion for non-AIA members available on
request.
This program is registered with the AIA/CES for continuing professional
education. As such, it does not include content that may be deemed or
construed to be an approval or endorsement by the AIA of any material of
construction or any method or manner of handling, using, distributing, or
dealing in any material or product. Questions related to specific materials,
methods, and services will be addressed at the conclusion of this
presentation.

3. CSI Credits
This program is a registered educational program with the Construction
Specifications Institute of Alexandria, VA. The content within this program is not
created or endorsed by CSI nor should the content be construed as an approval
of any product, building method, or service. Information on the specific content
can be addressed at the conclusion of this program, by the Registered Provider.
Credit earned for completing this program will automatically be submitted to the
CSI CEN. Completion certificates can be obtained by contacting the Provider
directly.
This logo and statement identify Provider programs registered with the CSI CEN
and are limited to the educational program content.

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

5. Life Cycle
1. Facility Management Handbook, Third Edition, Cotts, Roper, Payant, 2010
2. The Project Resource Manual, CSI Manual of Practice, Fifth Edition, 2005
3. A Guide to the Project Management Body of Knowledge, Fourth Edition, 2008

6. FM’s Life Cycle View
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

7. FM’s Life Cycle Goal
$1.00 for
renovation here
Excellent
Good
Fair 75% of life
40%
drop in Will cost $4.00
Poor quality to $5.00 here
Very Poor 12% of life Goal to extend life cycle
curve
Failed

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

9. Planning
 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

10. Design
 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.

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

12. Close-out
•Starting and Adjusting
•Punch list
•O& M Manuals
•Warranties
•Final as-built acceptance
•Lessons learned

13. Operations & 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)

14. Other Considerations
Building Information Modeling (BIM)
Sustainability (ongoing measurement and verification)

15. Q&A