Information Influx: Distilling the Right Information to Make Good Business Decisions. Laurie A. Gilmer, P.E., CFM, SFP, LEED AP, CxA

Transcription

1 Information Influx: Distilling the Right Information to Make Good Business Decisions Laurie A. Gilmer, P.E., CFM, SFP, LEED AP, CxA

2 MANAGING CEUs AND CFM MAINTENANCE POINTS You are eligible to receive Continuing Education Units and Certified Facility Manager maintenance points for attending sessions at IFMA's Facility Fusion Canada. To receive 20 CFM maintenance points: Record your attendance on your CFM Recertification Worksheet. At recertification time, submit your completed CFM Recertification Worksheet. To receive CEUs: Pay the US$15 processing fee via registration Log into the Attendee Service Center Your log in information was sent to you when you registered for the conference. Complete the session evaluation then take the five question CEU assessment. After passing the assessment, you will receive your certificate of completion. CEUs can only be earned upon successful completion of the assessment. Individuals seeking CEUs or LUs from other organizations must contact those organizations for instructions on self-reporting credit hours.

3 Your Feedback is Valued! Please take the time to Evaluate Sessions Log into the Attendee Service Center

4 Meet Our Presenter: Laurie Gilmer, P.E., CFM, SFP, LEED AP, CxA Vice President of Facility Services at Facility Engineering Associates at FEA Leads IFMA Measurement, Monitoring & Reporting task group IFMA SFP and FMP Instructor Chair of IFMA SFP Scheme Committee Co-authored the second manual in the sustainability How-to Guide series, EPA s ENERGY STAR Portfolio Manager

5 Review Session Learning Objectives 1. Understand data flow sources and how capture the right information. 2. Understand how strategic data collection can effectively support organizational goals. 3. Learn how reporting requirements are influencing the information landscape and the importance of developing a reporting strategy. 4. Learn how to distinguish what information is useful for improving facility management and facility performance.

6 Agenda Overview FM drivers: the role of reporting and information gathering Facility data sources Collecting and managing information

7 Both the quantity and complexity of information available to facility management continues to explode with advancements in technology, controls and reporting tools. - IFMA, Exploring the current Trends and Future Outlooks for Facility Management

8

9 Facility Management Trend Report #5 Defining the right metrics that resonate: two main repositories of information to which FM teams could contribute to were business value metrics and people value metrics. #7 Training resources in new metric development/deployment and reporting: engaging the next generation of FM and other shared service leaders to identify the most relevant metrics to executive leaders will allow new thinking to permeate traditional FM functions. #9 Building integrated systems that connect data from disparate resources, whether building- or employee- driven, needs to be heightened.

10 We like to think that more information drives smarter decisions; that the more details we absorb, the better off we'll be. -Ron Friedman Why Too Much Data Disables Your Decision Making

11 Agenda Overview FM drivers: the role of reporting and information gathering Facility data sources Collecting and managing information Making decisions

12 Two Questions: 1. How does your organization make decisions? 2. How do you measure success?

13 Financial Drivers 1. How much money do we need? 2. Where should the money be directed? 3. How do we know we are using our resources wisely?

14 Reporting Requirements It is therefore the policy of the United States that Federal agencies shall increase energy efficiency; measure, report, and reduce their greenhouse gas emissions from direct and indirect activities; conserve and protect water resources through efficiency, reuse, and stormwater management; eliminate waste, recycle, and prevent pollution; leverage agency acquisitions to foster markets for sustainable technologies -Federal Executive Order October 8, 2009

15 Office of Management and Budget (OMB) Sustainability and Energy Scorecards

16 Energy: Voluntary and Mandatory Disclosure

17 Global Reporting Framework Reporting Protocol: GRI Sustainability Reporting guidelines (G3 Guidelines) Environmental Performance Indicators (9 Aspects) Materials Energy Water Biodiversity Emissions, Effluents, Waste Products and Services Compliance Transport Overall

18 How Many Things Can You Measure?

19 Agenda Overview FM drivers: the role of reporting and information gathering Facility data sources Collecting and managing information

20 Information sources FM Information System Staff Internal Surveys Utility Companies Service Companies Vendors Building Automation System Energy Management System Other Internal Systems

21 Understanding our facilities Productivity Complaints Noise Ergonomics Sick days Floor area Occupancy Electricity use Natural gas use Alternative energy use Fuel use CO2 Thermal Comfort Construction Purchases Consumables FF&E Water source Water consumption Water use Waste water Diversion Rate Recycling Operations Maintenance Sustainability Equipment Maintenance Safety

22 Understanding our facilities

23 What is useful and what is important? Will the data be used to 1. Determine how money/resources are spent 2. Demonstrate that meeting strategic goals 3. Improve the operation of buildings or organization?

24 Agenda Overview FM drivers: the role of reporting and information gathering Facility data sources Collecting and managing information

25 Measurement & Monitoring What data needs to be reported? What information will you need to have? How should it be reported?

26 Measurement & Monitoring - Energy

27 Measurement & Monitoring - Carbon Identify the Scope (source of emissions) Standard Boundary Ideal Boundary Getting to Zero: Defining Corporate Carbon Neutrality, Clean Air-Cool Planet, Forum for the Future

28 Measurement & Monitoring - Water Step 1: Collect data Step 2: Establish a baseline Step 3: Identify conservation measures Step 4: Track performance

29 Productivity & Thermal Comfort ASHRAE Standard 55 Thermal Environmental Conditions for Human Occupancy Specifies the combinations of indoor thermal environmental and personal factors for human comfort

30 Thermal Comfort Clothing Temperature Humidity Drafts

31 Thermal Comfort Two ways to demonstrate: 1. Analyze Environmental Variables 2. Conduct Survey 80% satisfaction required

32 Thermal Comfort

33 Thermal Comfort 84% Satisfaction! But it doesn t end with a survey

34 34 Healthy People Impact Profits VSP implemented several programs and measures targeted at employee health and wellness

35 Healthy People Impact Profits Healthy choices Prepared freshly every day Locally grown and pesticide free produce New Café Vendor

36 Healthy People Impact Profits Green Guardians Task Force Includes Management and Key Division Employees Champion Sustainability Goals

37 Healthy People Impact Profits Wellness Program Diet and nutrition education On-site exercise and gym memberships Team sports Health and wellness evaluations

38 Healthy People Impact Profits Innovative Education Willie D. Waster challenged by René Renew & Pepé Pop

39 Healthy People Impact Profits Through these programs, the company reduced employee sick time Reducing sick time by 1 day per employee per year Estimated savings: $105,000 each year Avg Annual Sick Days per Employee Based on 1,750 employees, average cost $60/employee Year

40 Information Trending $60, $50, Electricity = 75% of energy cost Annual energy cost $ $12/GSF $40, $30, $20, $10, Average Research Facility: $3.77/GSF annually IFMA Operations and Maintenance Benchmarks, 2009, Research Centers, electricity and natural gas $ Natural Gas Electricity

41 Information Trending 3,000,000 2,500,000 9% energy 7% energy cost $12.00 $10.00 Energy Consuption (kbtu) 2,000,000 1,500,000 1,000, ,000 $8.00 $6.00 $4.00 $ Total Elec Usage (kbtu) Total Gas Usage (kbtu) Annual Cost/SF $-

42 Transferring information across technologies and industries

43 Examples of Data Exchange Standards Information Exchanges in Development by the buildingsmart alliance

44 Case Study: Facility Maintenance Program Multi-year plan for correction of existing deficiencies Identify capital projects and deficiencies Prioritize projects CMMS uploadable data Bottom line: How much money is needed to maintain facilities?

45 Nearly 2,000 lines of data

46 To understand this: Annual Funding Needs FCI Site 1 $9.0M 0.14 Building Group 1 $5.4M 0.14 Building Group 2 $3.1M 0.14 Site $0.5M - Site 2 $2.3M 0.42 Site 3 $0.3M 0.45 Site 4 $0.9M 0.27

47 And this:

48 Summary 1. How does your organization make decisions? 2. How do you measure success? and then tell the story

49 Say yes to data gathering if it will help 1. Determine how money/resources are spent (financial) 2. Demonstrate alignment/meeting strategic goals (organizational) 3. Improve the operation of buildings or organization (operational)

50 Thank You! For attending this educational offering at IFMA s Facility Fusion. Be sure to evaluate the session online at the Attendee Service Center

51 During breaks, enjoy refreshments and our interactive display of two popular membership benefits: *IFMA Insider **FM Buyer s Guide IFMA s publishing partner, Multiview, will demonstrate two popular IFMA membership benefits outside the educational area. Stop by and learn more about these great membership benefits! *IFMA Insider keeps members current with the latest industry stories and association news and events. **IFMA s FM Buyer s Guide allows members to search a large pool of FM-specific product and service providers without the clutter of a generic search engine.