Chapter 14 of CSI Project Delivery Practice Guide (PDPG) continues with the key terms and concepts of Facility Management, which are on the Construction Documents Technologists (CDT) Exam. This outlines basic management of a facility, after construction has been completed. This also discusses the transition of the project into a facility and the occupancy of the facility users and visitors.

Transition
Facility manager participates in various project closeout activities, to prepare for occupancy

Role and Responsibility of the Facility Manager during Project Closeout

• Operations and Maintenance Data
• Demonstrations and Training
• Punch Lists
• Authorities Having Jurisdiction
• Substantial Completion
  • Commissioning
  • Total Project
• System and Equipment
• Project Record Documents
• Correction Period and Warranties
• Warranty and Correction Period Inspections

Occupancy

• Nature of Facility Management
  Note International Facility Management Association (IFMA) definition.
•   RolesRol Roles and Responsibilities
• Operations and Maintenance
  • Objectives of Maintenance
  • Types of Maintenance
  • Maintenance Records
  • Environmental Issues
    • Recycling
    • Hazardous Wastes
    • Indoor Air Quality (IAQ)
    • Energy Conservation
  • Regulatory Processes
  • Financial Issues
    • Budgeting and Cost Control
    • Cost Accounting
    • Life Cycle Costing
    • Planning, Design, and Construction
• Information Resources
  Used in various ways by the facility manager, maintenance staff, and outsourced service providers working on-site
  Storage and Archiving - Four Categories
  • Permanent Record Set
  • Regular Use Set(s)
  • Equipment and Systems Information
  • Cleaning and Regular Maintenance Information
• Facility Evaluations
  • Postoccupancy Evaluation
  • Product, System, and Equipment Evaluation
• Documents for Life Cycle Activities
  • Procurement
  • Contract and Resource Drawings
  • Specifications
  • Obtaining Services, Work, or Goods

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