Guide M: Maintenance Engineering and Management (CIBSE Guide M)
Publisher
CIBSE
Product Code
GVM
Number of pages
176
Publication Date
2008
ISBN
9781903287934
Details
A guide for designers, maintainers, building owners and operators, and facilities managers.
This guidance is intended for the benefit of all those involved in the operation and maintenance of
engineering services. It is an update of the original version of this document which was published in
2000 as Guide to ownership, operation and maintenance of building services.
Principal areas of revision relate to legislation that has occurred since the first edition, the impact of
climate change and subsequent need to address energy use and building performance. A list of
definitions has been included as section 1.2. Chapter 6 has been rewritten, based on CIBSE Guide F:
Energy efficiency in buildings. Chapter 7 has been expanded to include information from CIBSE
Knowledge Series KS4: Understanding controls and CIBSE Guide H: Building control systems.
Chapter 10 has been developed further on O&M manuals. A more detailed consideration of risk
assessment and risk management has been provided in chapter 11. Chapter 12 now contains a more
comprehensive list of indicative maintenance and utilities costs. Additional information and revisions
to the table of plant life expectancies in chapter 13 make it more comprehensive and useable. Chapter
16 covers the wide range of legislation applicable to building operation.
The intention has been to identify current good practice and address topics of particular interest and
relevance to those involved at all levels in engineering services maintenance. This includes designers,
manufacturers, installers, maintainers, building owners, occupiers and operators, professional advisers
and specialist providers. It is not expected that the reader will read the publication from cover to cover;
rather that it will be used for reference and guidance as needs arise.
Maintenance of engineering services within the UK represents an annual business value conservatively
estimated at some £7 billion. Maintenance is not the most glamorous aspect of engineering and much
of it is focused on preventing failure rather than creating something tangible. It is, however, becoming
more analytical and numerically based, including dealing with failure probabilities, management of
resources, determining redundancy within systems and minimising risk.
This document is intended to bring maintenance into a sharper focus by helping building and property
operators become more aware of their responsibilities and duties. It will also help services designers to
appreciate their role in providing installations that are safe, economic to maintain and operate, and
capable of giving satisfactory performance over their full lifespan.
Contents
1
1.1
1.2
Introduction
Scope and structure
Definitions
2
Guidance for building services designers
2.1
Designers' responsibilities
2.2
Advising and guiding the client
2.3
Clients' requirements
2.4
Installation
2.5
Design parameters
2.6
First-year operation and maintenance requirements
Appendix 2.A1: Design guide to maintainable buildings
3
Maintenance techniques and their applications
3.1
Management of maintenance
3.2
Options
3.3
Types of maintenance
3.4
Establishing a maintenance policy
3.5
Choice of maintenance strategy
3.6
Main principles of a planned maintenance system
3.7
Typical range of maintenance services
Appendix 3.A1: Example maintenance policy review
4
Maintenance contracts
4.1
Contract details
4.2
Components of contract documents
4.3
Types of contract
4.4
Tender and award of maintenance contracts
4.5
Practical difficulties
4.6
Contract management
Appendix 4.A1: Sample questionnaire for use at pre-qualification stage
5
Maintenance strategy and inspection frequencies
5.1
Maintenance strategy
5.2
Clients' requirements: a policy
5.3
Control of maintenance
5.4
Operating oversized plant
5.5
Plant maintenance frequencies
5.6
Inviting maintenance tenders
5.7
Adjustment of maintenance frequencies
Appendix 5.A1: Statutory documentation for buildings
Appendix 5.A2: Statutory regulations affecting plant services requirements
6
6.1
6.2
6.3
6.4
6.5
6.6
6.7
Energy efficiency and maintenance
Gaining an overview
Legislation and codes of practice
Investing in energy efficiency
The energy efficient brief
Renewables
Fuel selection
Combined heat and power
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6.8
Metering
6.9
Lighting
6.10
Heating and hot water
6.11
Electrical power
6.12
Controls
6.13
Refrigeration systems
6.14
Energy policy
6.15
Checking energy consumption
Appendix 6.A1: Energy benchmark data
7
7.1
7.2
7.3
7.4
7.5
7.6
Controls for building services
Purpose of controls
Maintenance requirements
Routine maintenance checks
Building management systems
Upgrading control systems
Need for training
8
8.1
8.2
8.3
8.4
8.5
8.6
8.7
8.8
8.9
8.10
Commissioning and testing
Commissioning management
Summary of commissioning requirements
Commissioning manager and commissioning specialist responsibilities
Documentation
Designer's checklist
System characteristics
Fine tuning
Repeat testing and commissioning
Controls and building management systems
Decommissioning and mothballing
9
Handover procedures
9.1
Preparation
9.2
Commissioning
9.3
Inspections
9.4
User training
9.5
Occupant training
9.6
Tools, spares and keys
9.7
Handover information
9.8
Equipment warranties
9.9
Sectional completion and beneficial occupation
9.10
Defects liability
Appendix 9.A1: Documentation to be held by building owner/occupier at handover
10
10.1
10.2
10.3
10.4
10.5
10.6
10.7
10.8
Operation and maintenance information
The importance of o&m manuals
Health and safety file
Content
Manufacturers' literature
Computer-based information systems
Maintenance management systems
Updating
Preparation
11
Risk assessment and management procedures
11.1
Assessing the risks
11.2
Business risks
11.3
Design and installation risks
11.4
Operation and maintenance risks
11.5
Disposal risks
11.6
Dependency modelling
11.7
System resilience
11.8
System redundancy
11.9
Supporting the business
11.10
Availability data
Appendix 11.A1: Overall risk checklist
Appendix 11.A2: Operational risk checklist
12
Owning and operating costs
12.1
Cost data
12.2
Benchmarking
12.3
Cost data attributes
12.4
Levels of information
12.5
Utilisation of labour
12.6
Backlog of maintenance
12.7
Data priorities
12.8
Cost predictions for new buildings and designs
12.9
Simple accounting techniques
12.10
Life cycle costs
13
Economic life factors and end of economic life
13.1
Background
13.2
Predicting future life of existing plant
13.3
Variation factors
13.4
Applications
Appendix 13.A1: Indicative life expectancy factors
14
Maintenance audits
14.1
Audit document
14.2
Audit details
14.3
Scoring system
14.4
Recording comments
14.5
Audit procedure
Appendix 14.A1: Maintenance audit checklist for building services
15
15.1
15.2
15.3
15.4
15.5
15.6
15.7
Condition surveys
Types and frequency
Thermal imaging
Consistency of information
Classifying priorities
Data collection
Updating information
Future developments
16
Legislation, compliance and good practice
16.1
Legislation
16.2
Requirements for inspection and testing
16.3
Sources of maintenance guidance
Appendix 16.A1: Compliance requirements
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17
17.1
17.2
17.3
17.4
17.5
Health and comfort
Indoor air quality
Thermal comfort influences
Air distribution systems
Modifications to existing buildings
Recommended assessment schedules
18
Training
18.1
Management
18.2
Competency
18.3
Training policy statement
18.4
Identification of training needs
18.5
Training plan
18.6
Means of provision
18.7
Environment
18.8
Certification
18.9
Evaluation
18.10
Records
References