OPEN FACILITY MANAGEMENT - A successful implementation in a public administration

Preface
Roberto Franciosi

Introduction
Alberto F. De Toni, Alberto Ferri and Mattia Montagner

PART 1
THE EVOLUTION OF FACILITY MANAGEMENT

Chapter 1

The facility management: non core services definitions and taxonomy
Alberto F. De Toni and Fabio Nonino
1.1 Introduction
1.2 What is the facility management?
         1.2.1 The definition of facility management: a literature overview
         1.2.2 The suggested facility management definition
1.3 The non core services
         1.3.1 Auxiliary services
         1.3.2 Utility services
         1.3.3 Technical services
         1.3.4 Property services
         1.3.5 Real estate portfolio selection services
         1.3.6 Asset management strategic services
         1.3.7 Application management services
         1.3.8 Administrative and legal services
         1.3.9 Non core service management practices
1.4 Non core services integrated management
         1.4.1 The capital asset management
         1.4.2 The real estate management
         1.4.3 Total Facility Management or Integrated Facility Management
1.5 Taxonomy of the non core service management practice
         1.5.1 Taxonomy of the non core service management practice according to nature and service recipient
         1.5.2 Non core service management practice taxonomy according to management integration level
1.6 Facility management companies taxonomy
1.7 Facility management company characteristics
1.8 The global service contract
1.9 The integration of the non core services and involved players: the open facility management
References

Chapter 2

The facility management market in Europe and Italy
Alberto Ferri and Fabiana Pala
2.1 Introduction
2.2 The reference model
2.3 The macroeconomic framework
2.4 The FM market in the United Kingdom
         2.4.1 State of the FM discipline in the UK
         2.4.2 The FM market in the UK: the demand-side
         2.4.3 The FM market in the UK: the supply-side
         2.4.4 Size of the FM market in the UK
         2.4.5 Outlook on the next years for the FM market in the UK
2.5 The FM market in the Netherlands
         2.5.1 State of the FM discipline in the Netherlands
         2.5.2 The FM market in the Netherlands: the demand-side
         2.5.3 The FM market in the Netherlands: the supply-side
         2.5.4 Size of the FM market in the Netherlands
         2.5.5 Outlook on the next years for the FM market in the Netherlands
2.6 The FM market in Germany
         2.6.1 State of the FM discipline in Germany
         2.6.2 The FM market in Germany: the demand-side
         2.6.3 The FM market in Germany: the supply-side
         2.6.4 Size of the FM market in Germany
         2.6.5 Outlook on the next years for the FM market in Germany
2.7 The FM market in France
         2.7.1 State of the FM discipline in France
         2.7.2 The FM market in France: the demand-side
         2.7.3 The FM market in France: the supply-side
         2.7.4 Size of the FM market in France
         2.7.5 Outlook on the next years for the FM market in France
2.8 The FM market in Spain
         2.8.1 State of the FM discipline in Spain
         2.8.2 The FM market in Spain: the demand-side
         2.8.3 The FM market in Spain: the supply-side
         2.8.4 Size of the FM market in Spain
         2.8.5 Outlook on the next years for the FM market in Spain
2.9 The FM market in Italy
         2.9.1 State of the FM discipline in Italy
         2.9.2 The FM market in Italy: the demand-side
         2.9.3 The FM market in Italy: the supply-side
         2.9.4 Size of the FM market in Italy
         2.9.5 Outlook on the next years for the FM market in Italy
2.10 FM experiences in the Government sector in Italy
         2.10.1 Early FM tenders in the Italian Government sector
         2.10.2 CONSIP and other procurement agencies of the Italian Government sector
         2.10.3 Evolution of the FM demand of the Italian Government sector
         2.10.4 Outlook on the next years for FM in the Italian Government sector
2.11 Conclusions
References

Chapter 3

Law concerning facility management contract award in Europe and Italy
Massimiliano Brugnoletti and Sandra Fogli
3.1 Preliminary activities
3.2 Special contract terms
         3.2.1 General characteristics
         3.2.2 The direction
         3.2.3 The control
3.3 The offer
         3.3.1 Offer evaluation criteria
3.4 Awarding procedures
         3.4.1 Open procedure
         3.4.2 Restricted procedure
         3.4.3 Competitive dialogue
3.5 The Service Level Agreement (SLA)
3.6 Contract start-up
3.7 The added value of the global service
Acronyms

Chapter 4

Facility management organizational models
Fabiana Pala and Elisa Melzi
4.1 Introduction
4.2 The facility manager
         4.2.1 FM reference areas
         4.2.2 The facility manager in Europe
         4.2.3 Facility manager features
4.3 The facility department
         4.3.1 Elements influencing the facility department
         4.3.2 FM organizational models defined by IFMA Italia
         4.3.3 FM organizational models defined by Cotts
         4.3.4 Steps to structure a FM organizational model
4.4 Facility Management: make, buy or partnership?
         4.4.1 Strategic role of the services
         4.4.2 Contractors’ competences
References

Chapter 5

Open facility management as a new paradigm
Alberto F. De Toni and Mattia Montagner
5.1 Introduction
5.2 Facility management criticalities
5.3 A new paradigm: the open facility management
5.3.1 Open facility management openness
5.4 Comparison between facility management and open facility management
5.5 Open facility management tools
         5.5.1 Juridical field: the flexible contract
         5.5.2 Managerial field: the shared performance measurement system
         5.5.3 The organizational field: the partnership table
5.6 Open facility management process
5.7 Conclusions
References

PART 2
A CASE HISTORY OF FACILITY MANAGEMENT IN THE HEALTH INDUSTRY

Chapter 6

The facility management at an Italian health agency: strengths and weaknesses
Andrea Fornasier, Alessandro Ganzit, Fulvio Franza and Mauro Busana
6.1 Introduction
6.2 From the traditional management to the global service contract: the “Ass1 Triestina” case
         6.2.1 Conditions preceding the contract award introduction
         6.2.2 Conditions after the GS introduction
6.3 Problems occurred at the beginning of the global service contract
         6.3.1 Ge.Fi. service level evaluation and SOII perception
         6.3.2 Economic analysis and contract rigidity
         6.3.3 Assignment of activities to companies outside ATI
6.4 Proposals to improve the contract award

Chapter 7

Open facility management at Trieste health agency
Alberto F. De Toni and Mattia Montagner
7.1 Introduction
7.2 The open facility management
7.3 Implementation phases
7.4 The OFM implemented tools
         7.4.1 The Partnership Table
         7.4.2 The shared PMS
         7.4.3 The flexible contract with SLA
7.5 Critical success factors and problems in OFM implementation
7.6 Conclusions
References

Conclusions
Alberto F. De Toni, Alberto Ferri and Mattia Montagner

APPENDIX - A ROAD MAP OF FACILITY MANAGEMENT
Andrea Fornasier and Gianluca Zanutto
Appendix A - Facility management association and institutions
         A.1 Main associations
         A.2 Principal institutions
Appendix B - Classification and rational bibliography of facility
management books
         B.1 List of authors of the classified books
         B.2 Main contribution of the classified books
         B.3 Book classification
Appendix C - Principal magazines
         C.1 Scientific magazines
         C.2 Popular magazines
Appendix D - Principal FM authors
Appendix E - Main conferences
Appendix F - Web sites

Acknowledgements
Alberto F. De Toni and Alberto Ferri

About the book
Main pubblications and conferences about Open Facility Management

About the authors