FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Facilities Operations And Maintenance FOAM 101: The Fundamentals David Albrice , BSC. URP., CAMA., MIAM., ARP., PRA BCNPHA Conference , Nov. 25, 2015 Assetinsights.net David Albrice 604.219.3801 1
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Agenda 1. Introductions 2. FOAM Program Overview 3. What is O&M 4. O&M Basics ‐ Models, Types and Tasks 5. Energy Management 6. Stakeholder Engagement 7. Deciding on you O&M Framework 8. Questions Introductions David Albrice 604.219.3801 2
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Part 1 of 7: FOAM Program Overview About the FOAM Program Assetinsights.net Assetinsights.net David Albrice 604.219.3801 3
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) About the FOAM Program FOAM Program Goals To ensure housing providers operate and maintain non ‐ profit facilities in ways that are… David Albrice 604.219.3801 4
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) FOAM 101 Course Goals To introduce the elements of facilities operations and maintenance including language, processes and practices commonly used. To create a framework and begun the process of designing their own O&M plan. FOAM Program Outcomes Assetinsights.net David Albrice 604.219.3801 5
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) FOAM Program Outcomes Assetinsights.net Today’s Learning Objectives You will be able to: 1. Explain the importance of Operations & Maintenance (O&M) 2. Describe the three types of O&M models 3. Recognize the different types of O&M tasks 4. Explain the importance of stakeholder engagement 5. Know whether you are ready to learn more David Albrice 604.219.3801 6
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Part 2 of 7: What is Operations? Assetinsights.net Please stand up if… Activity #1 David Albrice 604.219.3801 7
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Please stand up if… Activity #1 You have ever had to deal with 1. A fire in your building 2. A person injured due to a trip, slip or fall 3. A tree fell onto a roof 4. A burst/leaking pipe 5. An extended power outage of several hours 6. An elevator shutdown for more than a day 7. A flooded basement 8. … What is Operations? Operations and Maintenance are the decisions and actions regarding the control and upkeep of property and equipment. These are inclusive, but not limited to, the following: 1. Actions focused on scheduling, procedures, and work/systems control and optimization; and 2. Performance of routine, preventive, predictive, scheduled and unscheduled actions aimed at preventing equipment failure or decline with the goal of increasing efficiency, reliability, and safety David Albrice 604.219.3801 8
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) What is an O&M Plan? A “user ‐ friendly” guide to effectively and efficiently support the life cycle of the facility by eliminating unplanned shutdowns and realizing life ‐ cycle cost savings. Why is the O&M Plan Important? “It is now widely recognized that O&M represents the greatest expense in owning and operating a facility over its life cycle” NIBS – National Institute of Building Science. The accuracy, relevancy, and timeliness of well ‐ developed, user ‐ friendly O&M manuals are becoming increasingly important. David Albrice 604.219.3801 9
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) The O&M Planning Process Assetinsights.net Creating (or Recreating) the Plan You are at this stage in the cycle if: • You have a plan that does not meet your O&M needs • You don’t have a plan David Albrice 604.219.3801 10
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Creating (or Recreating) the Plan • You need to know where you are now (audits, inventories, benchmarking) • You need to know where you want to be (Vision) • You need a way to measure progress and determine when you have arrived (SMART goals) • Planning is the process of deciding how to strategically bridge the gap between where you are now and where you want to be Creating (or Recreating) the Plan O&M Planning includes more than just operations and maintenance David Albrice 604.219.3801 11
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Support for the Plan Do you have an O&M policy? Do you have an O&M Mission Statement? Do you have buy ‐ in and support from leadership/the board? Do you have buy ‐ in and support from other staff/departments? Do you have buy ‐ in or support from tenants? The Mission Statement • Who are we within our organization – and what value do we bring? • Whom do we serve – who are the tenants? Other key stakeholders? • What do we do – what activities make up day ‐ to ‐ day actions? • How do we do it – what are the beliefs and values by which we operate? • How do we measure success – what metrics do we use, (e.g., energy/water efficiency, safety, dollar savings, etc.?) David Albrice 604.219.3801 12
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) The Mission Statement To align our organization’s program goals with those of operations, maintenance and site management and to seek approval, recognition, buy ‐ in and support. • Keep it simple • Involve management, leadership, the board • Involve staff • Involve tenants too Tell the person next to you… Activity #2 Instructions: 1. Briefly tell the person next to you: • Who you are • Whom do you serve What do you do • 2. A few volunteers are asked to offer a summary for the group David Albrice 604.219.3801 13
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Tell the person next to you… Activity #2 Board member • • Trustee • Administrator • Property Manager • Executive Director • Assisted Living Manager • Support Worker Youth Housing Coordinator • • Resident Manager • Director, Capital Development Aboriginal Portfolio Advisor • • Associate Housing Manager • Maintenance Manager • Director, Property Services • Student • Consultant • Vice President Administrative Assistant • • Marketing Coordinator • Program Manager Associate Housing Manager • • Housing Service Manager Part 3 of 7: O&M Models Assetinsights.net David Albrice 604.219.3801 14
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Three types of O&M Models 1. Owner/Operator model 2. Outsourcing model 3. Hybrid model The Owner/Operator Model All operations and maintenance staff are employed by the owner of the building (with the exception of some specialized services) and work is completed by employees. Assetinsights.net David Albrice 604.219.3801 15
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) The Outsourcing Model The majority of operations and maintenance is done by specialized outside contractors. The Hybrid Model A mixture of external contractors and employed operations and maintenance staff. Assetinsights.net David Albrice 604.219.3801 16
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) Three Resourcing Models Assetinsights.net The Three O&M Models… Activity #3 Instructions: 1. The facilitator reviews the different O&M models – owner/operator, outsourcing, hybrid 2. The participants are organized into pairs 3. Each group writes down three pros and three cons of the model they are assigned 4. Volunteers are asked to share some of their information with all the other participants 5. The facilitator then shows the group slides of some of the pros and cons Assetinsights.net David Albrice 604.219.3801 17
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) The Three O&M Models Activity #3 1. ________ 2. ________ Pros 3. ________ & 1. ________ Cons 2. ________ 3. ________ Assetinsights.net Part 4 of 7: O&M Types David Albrice 604.219.3801 18
FOAM 101 – The Fundamentals 10/12/2015 BC Non Profit Housing Association (BCNPHA) O&M Types Four broad approaches/attitudes or strategies for maintenance delivery: 1. Emergency (Corrective) 2. Routine (Scheduled) 3. Predictive (Condition ‐ based) 4. Preventative (Recommended or legislated) The Four Types of Maintenance Emergency Routine Predictive Preventative Maintenance Maintenance Maintenance Maintenance Done only when it Scheduled based on Done based on outcome of Done when there is breaks calendar rather than inspections to prevent down ‐ time proof that maintenance need or prevention and increase the life of the asset. is needed “My car engine “I change the oil “I change the oil in my “I change the oil in my car based has seized in my car every car when it when the on the manufacturer’s because there is six months “change oil” light goes recommendations around use no oil!” regardless of how on.” and time ” much I drive” David Albrice 604.219.3801 19
Recommend
More recommend
