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CIBSE Guide M
And Effective Maintenance Strategies
Geoff Prudence
Chairman CIBSE Facilities Management
Guide M - Maintenance Engineering and
Management
• How to operate and maintain….
• A guide for designers, maintainers,
building owners, operators, facilities
managers
• Update of 2008 version
• Previously ‘Guide to ownership, operation and
maintenance of building service’
• In collaboration with: RICS BSRIA B&ES CIOB
Chapter 4 Maintenance Contracts
Chapter 5 and 6
Chapter 5 Energy
Chapter 6 Controls
Chapter 7, 8 and 9
7 - Commissioning and testing
Management, seasonal, recommissioning,
continuous, mothballing and decommissioning
8 - Handover procedures
Checklist, snagging and information
9 - O&M documentation
Content, roles and responsibilities
Chapters 10, 11, 13, 14, 16, 17
• 10 - Operational Risk
• 11 – O&M costs
• 13 – Audits
• 14 – Condition surveys
• 16 – Health and comfort
• 17 - Training
Chapters 10, 11, 13, 14, 16, 17
• 10 - Operational Risk
Chapters 10, 11, 13, 14, 16, 17
• 11 – O&M costs
• Capturing costs
• Benchmarking
• Information for planning & control
– Building / function
– Systems / components
– Maintenance tasks
• Budget checklist
Chapters 10, 11, 13, 14, 16, 17
• 13 – Audits
• Management
• Maintenance service
• Communication
• Health and Safety
• Technical Proficiency
• Energy use and management
• Environment and sustainability
• Financial management
Chapters 10, 11, 13, 14, 16, 17
• 14 – Condition surveys
• Frequency
• Level (depth and reason)
• Non-intrusive techniques
• Grading – Priority and Condition
• Information captured
Chapters 10, 11, 13, 14, 16, 17
• 16 – Health and comfort
Chapters 10, 11, 13, 14, 16, 17
• 17 - Training
• Competency
• Fgas – Handling Refrigerants
• Gas Safety – City & Guilds
• EPC /DEC
• Policy, needs and plan
• Evaluation and Records
Chapter 12
• 12 – Life cycle
• Element
• Component
• Specification
• Maintenance task
• Indicative economic life expectancy
Table 12.A1 Indicative economic life
expectancy
Chapter 15 Legislation and Compliance
• Tasks undertaken at specific intervals
– Statutory
– Operational
– Risk Assessment
• Records
Compliance spreadsheet
Further reading
• ISO 55000 Asset Management: Overview, Principles and Terminology
• PAS 1192-3 Specification for Information Management for the
Operational Phase of Assets Using Building Information Modelling
• BS 8544 Guide for Life Cycle Costing of Maintenance during the In
Use Phases of Buildings
• BS EN 15221-7 Facility Management. Guidelines for Performance
Benchmarking
• BSRIA BG (54/2014) Business Focused Maintenance
– will be 52/ 2015
The Reality……..
Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
“All Buildings Require a Level of Maintenance”
Further guidance
Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The value of BIM for FM
Added Value
-Effective Maintenance Strategies and Delivery
CIBSE Guide M
Maintenance engineering & management
Design Standards
Plan of Design
Standards
Plan of Work
BIM/1192.3/4
BIM/1192.3/4
SFG 20 BS 8544 NRM 3
“Plan, Do,
Check, Act -
Build, Maintain,
Renew”
Building Operational Risk Management and Compliance
© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014
Source: Geoff Prudence 2014
CIBSE Guide M Maintenance engineering and management November 2014
CIBSE Guide M - Maintenance Strategy
A significant Opportunity
• Without a Strategy- Cannot have Robust Plans.
• Previously- Various Views and Formats.
• No Defined links to Design- Experiential Planning.
• Now a Defined, Overarching Approach.
• Design, Through Operational Life & Retrofitting.
• Consistency of Approach-Linking Industry Best
Practice
• Real Data, to Make Informed Decisions against
Risk and Cost.
CIBSE Guide M Maintenance engineering and management November 2014
Guide M - with Geoff Prudence
Maintenance Strategies
Planned /Preventative/Scheduled Maintenance
Corrective Maintenance
Breakdown Maintenance (Run to Failure)
Condition Based Maintenance
Reliability Centred Maintenance/Risk Based
Business Focused Maintenance/Risk-Impact
Combinations of all/ System Design N+1?
CIBSE Guide M
Energy Focussed Maintenance?
Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
CIBSE Guide M - Maintenance Strategy
• Link to Core Business
• Client, Policy & Strategy
• Priorities-Business
Operations
Compliance
• Design Stage, Operations Stage.
• Assets, Buildings, Portfolio Level.
• Types of Maintenance & Techniques.
• Delivery Models.
Provides
• Defined Basis for Tendering-Linked to Best Practice
• Flexibility, Prioritised-Budget & Risk Discussions.
• Drive Future Designs (See also Chapter 2).
• Standardisation for BIM considerations.
CIBSE Guide M Maintenance engineering and management November 2014
Estate Importance
Building Rating - ABC
Function Priority -
1234
Asset Performance
Function ABCDEFX
• Condition/remaining life
• Energy efficiency
• Space utilisation
• Resilience/capacity
• Other form of assessments
25/11/2015 BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013
SPACE
UTILISATION
ENERGY &
ENVIRONMENTAL
PERFORMANCE
FUNCTIONAL
SUITABILITY
(CAPACITY & RESILIENCE)
PHYSICAL CONDITION & REMAINING LIFE
FINANCIAL
(LCC PLANS)
SAFETY,
SECURITY &
COMPLIANCE
Understand how well critical
asset are performing v needs?
RISKBANDING
P1 – Statutory/Legal
P2 – ServiceCritical
P3 – OtherCriteria
BUILDING OPERATIONAL
RISK MANAGEMENT
Geoff Prudence 2014© geoffprudence@hotmail.co.uk The increasing Value of FM
•Further guidance
Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
“B I M”
End to End Efficient Effective Designs and Buildings that Work , over their Lifetime
In reality?......
Asset/Engineering Standards/Strategies
Handover Period/ Soft Landings
• Asset Survey?
• Maintenance Strategy?
Develop Information/Documentation
The UCL Journey
BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013
• World Class Institution
• Over 200 Buildings
• Diverse Estate- Age, Type, Criticality, Use and Location 1826
to present.
• Previous incremental growth linked now with future aspirations.
Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
The UCL Journey- The Start
BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013
• Existing Regime- Variable, Pockets of Excellence
• Experience /Skills- Some Silo working
• Refreshed Estates Leadership Team and Strategy
• Future Masterplan
• Existing Estate- Baseline for Change
Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
The UCL Journey- Drivers for Change
BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013
• HE Sector/Funding?
• Burning Platforms?
• Latent Issues with aged Estate
• Overarching Strategy
• Consistent System Information- And links to other Industry
initiatives including Revised Plan of Work, BIM, Soft Landings
• Recognised Leading Industry Standards- CIBSE, NRN, SFG 20
BS 8544
• Opportunity for dynamic approach to business needs and
priorities.
Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
The UCL Journey- First Step
BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013
• Clear Organisational Priorities
• Defined Maintenance Strategy
• Existing Gap Analysis- Risk Based
• Infrastructure Review
Engineering Leadership Skills
Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
The UCL Journey- Work In Progress
BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013
• Strategic Maintenance Programme- Framework Defined
• Categorisation of Buildings – (A, B, C)
• Defined Priorities (Aligned to Industry Best Practice-including
Guide M)
• Utilising Approach from Guide M, SFG 20 BS 8544, NRM 3
to develop One Defined Portfolio wide approach that is
accurate, Dynamic and to enable effective decision
making to meet the needs of UCL moving forward.
• Agreed Standards to drive future designs-Operational Life –
BIM?
Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
Guide M - Maintenance Engineering and
Management
A Great Document!
Pragmatic, focussed Approach
Geoff Prudence 2014© geoffprudence@hotmail.co.uk
Asset/Structure
Baseline Maintenance Standards
Cost/Performance Measurement
Drive Consistency of Approach
“ Operational Expertise and
Systems Thinking in the Design
Process- is Essential”
Further guidance
Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
Remember
A Building is for Life!
-Not Just for Commissioning!
•Further guidance
Geoff Prudence 2014© geoffprudence@hotmail.co.uk The increasing Value of FM

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Guide M - with Geoff Prudence

  • 1. CIBSE Guide M And Effective Maintenance Strategies Geoff Prudence Chairman CIBSE Facilities Management
  • 2. Guide M - Maintenance Engineering and Management • How to operate and maintain…. • A guide for designers, maintainers, building owners, operators, facilities managers • Update of 2008 version • Previously ‘Guide to ownership, operation and maintenance of building service’ • In collaboration with: RICS BSRIA B&ES CIOB
  • 4. Chapter 5 and 6 Chapter 5 Energy Chapter 6 Controls
  • 5. Chapter 7, 8 and 9 7 - Commissioning and testing Management, seasonal, recommissioning, continuous, mothballing and decommissioning 8 - Handover procedures Checklist, snagging and information 9 - O&M documentation Content, roles and responsibilities
  • 6. Chapters 10, 11, 13, 14, 16, 17 • 10 - Operational Risk • 11 – O&M costs • 13 – Audits • 14 – Condition surveys • 16 – Health and comfort • 17 - Training
  • 7. Chapters 10, 11, 13, 14, 16, 17 • 10 - Operational Risk
  • 8. Chapters 10, 11, 13, 14, 16, 17 • 11 – O&M costs • Capturing costs • Benchmarking • Information for planning & control – Building / function – Systems / components – Maintenance tasks • Budget checklist
  • 9. Chapters 10, 11, 13, 14, 16, 17 • 13 – Audits • Management • Maintenance service • Communication • Health and Safety • Technical Proficiency • Energy use and management • Environment and sustainability • Financial management
  • 10. Chapters 10, 11, 13, 14, 16, 17 • 14 – Condition surveys • Frequency • Level (depth and reason) • Non-intrusive techniques • Grading – Priority and Condition • Information captured
  • 11. Chapters 10, 11, 13, 14, 16, 17 • 16 – Health and comfort
  • 12. Chapters 10, 11, 13, 14, 16, 17 • 17 - Training • Competency • Fgas – Handling Refrigerants • Gas Safety – City & Guilds • EPC /DEC • Policy, needs and plan • Evaluation and Records
  • 13. Chapter 12 • 12 – Life cycle • Element • Component • Specification • Maintenance task • Indicative economic life expectancy
  • 14. Table 12.A1 Indicative economic life expectancy
  • 15. Chapter 15 Legislation and Compliance • Tasks undertaken at specific intervals – Statutory – Operational – Risk Assessment • Records
  • 17. Further reading • ISO 55000 Asset Management: Overview, Principles and Terminology • PAS 1192-3 Specification for Information Management for the Operational Phase of Assets Using Building Information Modelling • BS 8544 Guide for Life Cycle Costing of Maintenance during the In Use Phases of Buildings • BS EN 15221-7 Facility Management. Guidelines for Performance Benchmarking • BSRIA BG (54/2014) Business Focused Maintenance – will be 52/ 2015
  • 18. The Reality…….. Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 19. “All Buildings Require a Level of Maintenance” Further guidance Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The value of BIM for FM
  • 20. Added Value -Effective Maintenance Strategies and Delivery CIBSE Guide M Maintenance engineering & management Design Standards Plan of Design Standards Plan of Work BIM/1192.3/4 BIM/1192.3/4 SFG 20 BS 8544 NRM 3 “Plan, Do, Check, Act - Build, Maintain, Renew” Building Operational Risk Management and Compliance © Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014© Effective Maintenance Strategies and Delivery-Geoff Prudence Sept 2014 Source: Geoff Prudence 2014 CIBSE Guide M Maintenance engineering and management November 2014
  • 21. CIBSE Guide M - Maintenance Strategy A significant Opportunity • Without a Strategy- Cannot have Robust Plans. • Previously- Various Views and Formats. • No Defined links to Design- Experiential Planning. • Now a Defined, Overarching Approach. • Design, Through Operational Life & Retrofitting. • Consistency of Approach-Linking Industry Best Practice • Real Data, to Make Informed Decisions against Risk and Cost. CIBSE Guide M Maintenance engineering and management November 2014
  • 23. Maintenance Strategies Planned /Preventative/Scheduled Maintenance Corrective Maintenance Breakdown Maintenance (Run to Failure) Condition Based Maintenance Reliability Centred Maintenance/Risk Based Business Focused Maintenance/Risk-Impact Combinations of all/ System Design N+1? CIBSE Guide M Energy Focussed Maintenance? Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 24. CIBSE Guide M - Maintenance Strategy • Link to Core Business • Client, Policy & Strategy • Priorities-Business Operations Compliance • Design Stage, Operations Stage. • Assets, Buildings, Portfolio Level. • Types of Maintenance & Techniques. • Delivery Models. Provides • Defined Basis for Tendering-Linked to Best Practice • Flexibility, Prioritised-Budget & Risk Discussions. • Drive Future Designs (See also Chapter 2). • Standardisation for BIM considerations. CIBSE Guide M Maintenance engineering and management November 2014 Estate Importance Building Rating - ABC Function Priority - 1234 Asset Performance Function ABCDEFX • Condition/remaining life • Energy efficiency • Space utilisation • Resilience/capacity • Other form of assessments
  • 25. 25/11/2015 BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013 SPACE UTILISATION ENERGY & ENVIRONMENTAL PERFORMANCE FUNCTIONAL SUITABILITY (CAPACITY & RESILIENCE) PHYSICAL CONDITION & REMAINING LIFE FINANCIAL (LCC PLANS) SAFETY, SECURITY & COMPLIANCE Understand how well critical asset are performing v needs? RISKBANDING P1 – Statutory/Legal P2 – ServiceCritical P3 – OtherCriteria BUILDING OPERATIONAL RISK MANAGEMENT Geoff Prudence 2014© geoffprudence@hotmail.co.uk The increasing Value of FM
  • 26. •Further guidance Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM “B I M” End to End Efficient Effective Designs and Buildings that Work , over their Lifetime In reality?...... Asset/Engineering Standards/Strategies Handover Period/ Soft Landings • Asset Survey? • Maintenance Strategy? Develop Information/Documentation
  • 27. The UCL Journey BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013 • World Class Institution • Over 200 Buildings • Diverse Estate- Age, Type, Criticality, Use and Location 1826 to present. • Previous incremental growth linked now with future aspirations. Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 28. The UCL Journey- The Start BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013 • Existing Regime- Variable, Pockets of Excellence • Experience /Skills- Some Silo working • Refreshed Estates Leadership Team and Strategy • Future Masterplan • Existing Estate- Baseline for Change Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 29. The UCL Journey- Drivers for Change BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013 • HE Sector/Funding? • Burning Platforms? • Latent Issues with aged Estate • Overarching Strategy • Consistent System Information- And links to other Industry initiatives including Revised Plan of Work, BIM, Soft Landings • Recognised Leading Industry Standards- CIBSE, NRN, SFG 20 BS 8544 • Opportunity for dynamic approach to business needs and priorities. Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 30. The UCL Journey- First Step BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013 • Clear Organisational Priorities • Defined Maintenance Strategy • Existing Gap Analysis- Risk Based • Infrastructure Review Engineering Leadership Skills Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 31. The UCL Journey- Work In Progress BS 8544 Communications Event at One Drummond Gate, Victoria, London on 18th September 2013 • Strategic Maintenance Programme- Framework Defined • Categorisation of Buildings – (A, B, C) • Defined Priorities (Aligned to Industry Best Practice-including Guide M) • Utilising Approach from Guide M, SFG 20 BS 8544, NRM 3 to develop One Defined Portfolio wide approach that is accurate, Dynamic and to enable effective decision making to meet the needs of UCL moving forward. • Agreed Standards to drive future designs-Operational Life – BIM? Geoff PrudenceGeoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 32. Guide M - Maintenance Engineering and Management A Great Document!
  • 33. Pragmatic, focussed Approach Geoff Prudence 2014© geoffprudence@hotmail.co.uk Asset/Structure Baseline Maintenance Standards Cost/Performance Measurement Drive Consistency of Approach
  • 34. “ Operational Expertise and Systems Thinking in the Design Process- is Essential” Further guidance Geoff Prudence 2014 © geoffprudence@hotmail.co.uk The increasing Value of FM
  • 35. Remember A Building is for Life! -Not Just for Commissioning! •Further guidance Geoff Prudence 2014© geoffprudence@hotmail.co.uk The increasing Value of FM