Tasks of a Facility Manager

1. Long range facility planning (i.e.; roofing, forecast 10year, 20 year)

2. Annual facility planning priorities

3. Forecast and compare to the budget (keep the flow of money)

4. Financial forecasting and management (i.e.; budget for: design, moving, permits, etc…)

5. Real acquisition a disposal (i.e.; acquisition of a new facility and disposal of an existing)

6. Interior space planning, spec, installation, and space management

7. Architectural and engineering planning and design

8. New construction and/or renovation

9. Maintenance & operations of physical plant

10. Telecommunications (integration), security, and general administration

Needs Analysis Applicable Standards: Standards for furnishings or other factors

	Consistent / uniform
	Cost effective
	Avoid emotional 

- Endure personal opinion

	Not subject to supervisor’s decision
	Relocation / re-use

Note: Be conscious about the exceptions to the rule, some individuals may require different things, where different standards may be applied. (Groups that may not fit the standard, lack flexibility)


	Awkward for individuals or group, lack of flexibility
	Special physical needs

Standards Based On: 1. Tasks performed

2. Surface and area requirements

3. Function requirements - Seating preference

4. Storage – files

5. Configurations / Adjacencies (i.e.; they need more room for visitors)

6. Corporate culture

7. Technology requirements - Equipment - Lighting - HVAC • Humidity • Temperature

Types of Furniture Plans:

1. Closed – drywall partitions and doors

2. Open

Closed: Advantages: Disadvantages - Privacy - Lack of flexibility - Security - $ Relocation - Visual privacy - $ HVAC and electrical

Open: Advantages: Disadvantages - Flexibility - Lack of privacy audio/visual - Pre-wired - Lack of security - High initial cost - Cost to add (obligation to remain the existing system)

Typical Standards:


- Existing company layouts evaluate - Reference Arch. Publications - Reference furniture manufacturers

Note: Sample Matrix to demonstrate the relationship between the individuals and their required space.

Secretary / Administration 85 Coordinator 120 Supervisor 150

President 200 (quantities in sq-ft)

Emergency Plans: Source Plan Cover Short Coming


Larger Corporation (3) Full Scale Plan

Medium (2) ½ A plan and add to it

Small (1) No plan – Create one

For May 24th 2006

1. Survey for needs analysis for furnishings & equipment.

2. What info do we require?

i. Existing ii. New or additional requirements

3. How do we analyze information collected?

4. Give an idea of what area you are going to research and whether or not in a group or individual.

Vendor Selection – Prequalification Form

Emergency Plans: Large Corporation Small Corporation Types of Emergencies Companies - Source - Organization - Stature – Prominence - Review - Motivated by customers - Write one - Individual - Management RIM Conestoga College Wilfred Laurier U of W Guelph McMaster Babcock & Wilcox Schneider’s Loblaw’s Clarica Manualife Home Depot

Vendor for Furnishings & Equipment:

	Cold calls – phoning random people – safer bet
	Recommendation – other association member
	Local versus other than local


1. Recommendations

2. Request for proposals

3. Warranties

4. Prequalification form (vendors) – items to be found on this form  Name and address  Bonding  Sales (previous) last 3 years volume  Reference letters  Suppliers  Client list  Past projects – portfolios  Organizations  Qualifications  Tolerances / specifications  Timing – systems in place to guarantee

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