By the end of this course delegates will learn about:

• • An update on current best practice in FM
  • Greater awareness of the customer, financial, organizational context in which the FM function operates
  • A complete view of the role and responsibilities of the FM function
  • Practical advice and guidance on selection and management of suppliers
  • Greater awareness of health and safety compliance issues, risk management and business continuity
  • An appreciation of the importance and benefits of good project management

Facilities Managers, Maintenance Managers, Property Management Company Employees.

Defining FM

• What is facilities management (FM)?
• Defining FM within an organization
• The 8 key roles of FM
• FM – overhead or profit center?
• The strategic importance of managing facilities
• Developing an FM plan and team

Establishing Control of Support Services

• Identifying and reviewing support service requirements
• Profiling current service levels and costs
• Reviewing contracted services
• Outsourcing vs. in-sourcing
• Contract bundling and aggregation
• Determining and implementing a contract strategy

Focusing on the Customer

• Understanding customer business needs and objectives
• Engaging the customer
• Customer service strategy
• Developing a customer action plan
• The pursuit of excellence

Managing the Budget

• Harnessing cost data
• Identify spending patterns
• Building up the budget plan
• Defending the plan
• Control mechanisms and reports
• How to maximize the budget

Understanding Service Contracts

• What is a contract and why do we need them?
• Tender terms
• Objectives and understanding what the contractor wants
• Contract structure explained
• Terms and conditions
• Specifications – output vs. input

• Schedules of tender
• Supplier own contracts – common traps!

Controlling the Tender Process

• Why tender?
• Tender timetable
• Roles and responsibilities
• Tender stages
• Tender board interview techniques
• Negotiation techniques
• Award and debriefing
• TUPE issues

Mobilization of Service Contracts

• Managing change
• Implementation program
• Briefings and site familiarization
• Lines of communication
• Procedures and manuals
• Handover arrangements

In-Contract Management

• Review and revise contract strategy objectives
• Building successful contract management relationships
• Monitoring process step by step
• Service level agreements and KPIs demystified
• Reports that inform and managing contract meetings
• Contract review process and dealing with contract variations
• How to handle disputes and contract termination
• Planning and preparing for re-tendering
• Practical tips on managing support services

Compliance and Risk Management

• What legislation and who is accountable?
• Developing a safety policy
• Managing safety
• How to carry out a risk assessment
• Permits to work
• Practical guidelines to handling emergencies
• Business continuity – FM’s role

Managing a Project

• How to get started – plan, brief, consult
• Understanding the building – structure, design constraints
• Space – cost, open plan, storage, restaurant, nursery, gym
• Moving people – the issues and how to avoid the pain
• Removal contracts – the pitfalls
• Managing a happy move

CDGA attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration