abmlq pacmutual ifs analysis and implementation plan
DESCRIPTION
A quality document for the analysis and implementation of IFS at PacMutual.TRANSCRIPT
PacMutual Integrated
Facility Solutions Analysis and Implementation
Version 2.1 August 2012 | c1153
ABM Learning and Quality
All references are available through the ABMLQ product request list.
ABMLQ Product request:
1. Travel to the legacy Linc portal; https://portal.thelincgroup.com
2. Click once on the Corporate forms tab
3. Under information management click once on “ABMLQ Product request”
Reference documents:
AAR request form:
https://portalexternal.thelincgroup.com/c2/aar/ABM%20Assistance%20Request%20Form/Forms/Active%20Requests.aspx
Corrigo WON:
http://www.corrigo.com/ournetwork/the-work-order-network/
ourVOICE: https://portal.thelincgroup.com/sites/tlgcorp/informationmanagement/White%20board%202006/Forms/DispForm.aspx?ID=863
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PacMutual IFS Analysis and Implementation
Background The idea of ABM being perceived in the market as a labor provider with numerous skill sets is simply fantastic. When asked to participate in the PacMutual project ABMLQ was excited. Our approach was fairly text book, conduct business process interviews on site with all of the site disciplines and services, flow chart the "as-is" process, generate suggested "to-be" state to be massaged by the Enterprise Solutions and site leadership teams. "As-is" and "To-be" This is not rocket science; the aforementioned three step process is straightforward. However, we have always transitioned the "as-is" over to the "to-be" within the same service entity. In this exercise we actually had to mash together four unique service lines. Once the "as-is" maps were completed ten common functions were established and all flow chart maps process blocks aligned. This provided us with a framework which would then allow all process steps to fall into a common pool thus shedding connections to the service line. Common functions:
1. Call management and dispatch 2. Collaboration 3. Contract management 4. Meetings 5. Relationship management 6. Scheduled activity 7. Subs and Vendors 8. Tenants and Building 9. Training 10. Un-scheduled activity
Observations Overall communicating with issues, distribution of work activity, access to location information and visibility of functions is in many ways the same basic process. However, the tools used will leverage common toolsets. The whiteboard “to-be” images defined suggested tools and their tactical use. Tools When studying the Tools section of this summary please note that each tool highlights background, business purpose and summary of tactical application. Cost associated with suggested tools will be covered in the Financial section. Corrigo.net
Background Corrigo has been used within the Janitorial service entity for a few years. This highly customized version of Corrigo sits on internal networks and has robust workflow and connections to JDE for tag processing. Just recently the Facility Solutions Group has deployed Corrigo in the cloud, utilizing an off-the shelf version of
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PacMutual IFS Analysis and Implementation
Corrigo. The primary driver for leveraging the cloud version has to do with a product offered by Corrigo named the “Work order network”. This tool allows holistic management of sub-contractors (as well as internal employees), you can read more here: http://www.corrigo.com/ournetwork/the-work-order-network/ . Business purpose You can see from the whiteboard images the tactical application of this tool by looking at the box labeled “activity management”. Summary from all “to-be” suggestions:
1. Activity call 2. Activity dispatch 3. Activity distribution 4. Activity pre-invoice (job cost or billing) 5. Audit functions (quarterly) leveraging a PM contract 6. Client feedback 7. Local labor (sub) assessment 8. Out of scope service management and visibility 9. Performance feedback 10. Preventative maintenance automated generation
ourVOICE
Background Perpetual learning and quality culture… While it may sound a bit lofty the design goal is to hear the voices of our employees and how they perform daily duties. Our large and diverse employee base provides us with the opportunity to mine experience, intuition and innovation from each employee and pass it through the organization via learning and quality frameworks. The cultural benefits are tremendous and the "best practice" aggregation opportunity is nearly unlimited. Simply stated create a conduit for the voice or our employees to be heard and provide social recognition amongst their peers locally and across the enterprise. Aligned to the eight primary services (as seen in Metropolis); we work towards one Unified workforce and begin the process of blurring the business unit lines.
Business purpose Tools and process is one thing; however, the real change occurs when you influence culture. Armed with the Enterprise Solutions twelve ourVOICE challenges, every week we will have an opportunity to galvanize this group of dedicated employees into one Unified Workforce.
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PacMutual IFS Analysis and Implementation
SharePoint Background SharePoint (aka Portal) has been used for years to collaborate with employees, customers and partners. A very functional component exists within SharePoint; however, the real power of SharePoint is its community building attributes. For any community to thrive you must have strong elements of Trust and Purpose. SharePoint has, and will continue to provide, a vehicle to obtain those objectives within our Enterprise. Business purpose The collaboration whiteboard image shows most of the items; however, when you see the square number two on the other maps they also tie to collaborative functions. Summary from all “to-be” suggestions:
Calendar (may be replaced with Asana) 1. Location events 2. Project work 3. Shut down notifications 4. Tenant improvements
Contacts
1. Employee contact management 2. Quarterly audit 3. Tenant contact management 4. Tenant recall 5. VIP contact management 6. VIP recall
File management
1. Building data 2. Contract scope 3. Directions (local) 4. Drawings 5. Reports 6. Research 7. Suggestions (local) 8. Training content
Issues
1. BMS alerts input 2. Event notifications 3. Event visibility
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PacMutual IFS Analysis and Implementation
4. Inventory required 5. Request for assistance (internal, oob, tenant)
List
1. Key management 2. Services, out of scope 3. Services, out of scope, routing and approval
Financial
The deployment of technology based tools generally has many benefits. At this location and due to the testing of a new approach with Enterprise Solutions the following recommendations are presented. Our objective is to appear as one Unified Workforce and make certain that the Owners, Management Company and Tenants perceive us as a technology enabled labor business providing Integrated Facility Solutions. Building mounted screens can vary from the HP touch smart, Apple iPAD or Motorola Xoom. The Motorola can come with its own Internet based data plan if a local wireless environment is not available. Locations to be discussed as follows:
Corridor next to security
Joint break room (two to three tablets)
Parking booth
Security desk
Strategically placed throughout facility (equipment rooms or storage rooms) for use and access by employees and sub-contractors
Capital
Android tablets $99 - $500
Apple tablets $400 - $750
HP touch smart $500 - $800
Wireless components, 802.11; $750 - $1500 Expense
If using telecom wireless $20 - $40 per tablet per month
If using 802.11 wireless, possibly one mifi at $40 per tablet per month
Potential scenario: Purchase iPAD2 at $529 http://store.apple.com/us/buy/home/shop_ipad/family/ipad/ipad2
Purchase 250mb data plan at $14.99 a month http://www.att.com/ipad/?fbid=wQEOkc1wjta
5
PacMutual IFS Analysis and Implementation
PacMutual Integrated Facility Solutions
Implementation Plan
6
PacMutual IFS Analysis and Implementation
Implementation phases plan process overview: The implementation plan comes after the initial distribution of the PacMutual IFS Analysis document. Our implementation plan provides "to-be" process maps and preliminary Standard Operating Procedures and Work Instructions. A suggested phase based approach regarding the deployment of tools, which work in conjunction with the process changes, are provided within. Please note that the links are for demonstration purposes and will not be able to be accessed. Phased implementation summary:
1. Legend: [ Difficulty (1-10 high) + [Resource I (internal), E (external), B (both)] + Cost (*no cost) $$$ (more=higher dollar) ]
Phase one (<90day deliverables)
1. [Calendar] location events; project work; shut downs; tenant improvements 1. LQ 16h 3d [3 + I + $$$] (configuration and hardware) 2. Examples:
a. Systems down: https://visibility.thelincgroup.com/kpis/systemsstatus/default.aspx b. ATT: https://tlgpartners.thelincgroup.com/customershome/lfs/attpark/default.aspx c. BSC: https://portalexternal.thelincgroup.com/c2/bsc/Pages/Default.aspx
2. [File management - digital collateral] building data; contract information; directions (local) ; drawings;
reports; suggestions; training content 1. LQ 24h 5d [2 + I + $] 2. Example:
a. QMS Links: https://portal.thelincgroup.com/sites/qmslinks/default.aspx
3. [Lists - Meeting management] safety reviews; quality reviews; technical reviews; contract reviews 1. LQ 8h 1d [1 + I + $] 2. Example:
a. LLE meetings: https://portal.thelincgroup.com/sites/lle/meetingmgt/default.aspx
4. [Lists - Incident management] safety and site 1. LQ 24h 4d [5 + I + $$] 2. Example:
a. LLE meetings: https://portal.thelincgroup.com/sites/lle/meetingmgt/default.aspx
5. [Lists - Incident management] safety and site 1. LQ 24h 4d [5 + I + $$] 2. Example:
a. JFK Airport: https://tlgforms.thelincgroup.com/lfs/JFK%20IAT%20Incident%20Reports/Forms/Checkout%20in%20View.aspx
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PacMutual IFS Analysis and Implementation
Phase two (91d to 180d deliverables)
1. [Contacts] 1. LQ 24h 4w and Partner 150h 4w [7 + B + $$$] 2. Examples:
a. WinCo: https://tlgpartners.thelincgroup.com/allianceshome/pmoimo/PMO/WincoFoods/ContactAndLocationmgmt/default.aspx
b. MySite: https://portalmysites.thelincgroup.com/OrganizationView.aspx?accountname=CORP%5Cgreg%2Elush
2. [Issues] request management; event notifications; event visibility; inventory required; request for
assistance - internal - external - office of the building 1. LQ 30h 7d [7 + I + $] 2. Example:
a. AAR: https://portalexternal.thelincgroup.com/c2/aar/default.aspx
3. [Lists - Quote management] Services out of scope; approval and routing 1. LQ 40h 7d [6 + I + $$] 2. Example:
a. LLE field quotes: https://publicportal.thelincgroup.com/mobilitysolutions/llemobility/llemobilitycos/031358LakeForest/Lake%20Forest%20Quotes/Forms/AllItems.aspx?View={B775F7D9-7476-4887-9267-CC80CA256015}&FilterField1=Last%5Fx0020%5FModified%5Fx0020%5FBy&FilterValue1=Shannon%20Solberg
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PacMutual IFS Analysis and Implementation
Phase three (181d to 240d deliverables) 1. [Lists- key management] keys and other building property
1. LQ 35h 7d [6 + I + $$] (configuration and hardware) 2. Example:
a. St. Vincent's: https://tlgpartners.thelincgroup.com/customershome/lfshealth/stvincenthc/default.aspx
2. [File management - published quality environment] SOP, WI, Reference docs, CA/PA 1. LQ 60h 8d [5 + I + $] 2. Example:
a. Lending Library: https://portal.thelincgroup.com/sites/tlgcorp/informationmanagement/IMGLendingLibrary/Librarians.aspx
3. Sustainable FM and PM program 1. LQ 18h 5d [4 + I +$$$]
Supporting components
1. IMPACT: ATT Park seats: http://issuu.com/abmlq/docs/pub_ballparkseatscard_fun_20120717i?mode=window&viewMode=doublePage
2. mTUBE: https://mtube.abm.com
3. ourVOICE: http://issuu.com/abmlq/docs/ourvoice?mode=window&viewMode=doublePage
4. Capital funding: http://issuu.com/abmlq/docs/abm_energy_capital?mode=window&viewMode=doublePage
ABMFS: Pacific Mutual Enterprise Solutions – Process Maps
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions – Macro Map | R-WI-AFS16023142-####-1 (R1)
Mas
ter
Bu
sin
ess
Pro
cess
– In
tegr
ated
Fac
ility
Ser
vice
s
Revision Date: 120803MC | Learning and Quality
Unscheduled and Scheduled
Activity
TenantsAnd Building
Contract Management
RelationshipManagement
SubcontractorsAnd Vendors
SubcontractorRequired?
SOP-0051Originate Customer
SOP-0052Profile Customer
SOP-0053Needs Assessment
SOP-0051Originate Customer
SOP-0053Business Case Development
SOP-0054Transition & Validation
SOP-0055Delivery
Operations Staff
Subcontractors
Tenant/Customer
Building Management
ABM
Inspectors
Process Roles Legend:
Yes
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Collaboration
Call Management and Dispatch
SOP-0052Profile Customer
SOP-0053Needs Assessment
No
R2 R3
R4
R5 R6 R7 R8
R9
PacMutual Building – Integrated Facility Solutions
Sub-MacroMaps
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Scheduled Activities | R-WI-AFS16023142-####-2 (R2)
AC
KS
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
C Services FulfillmentC Work StatusC Building Condition
K Key Distribution (schedule with tenant/OOB
S Safety and Incident Report
Key Management:
InventoryAssigned to
Status
SharePoint List
Cross Function:
A Log ManagementA Access ControlA Building ToursA Dispatch RequestA Individual Route SchedulesA Work ExecutionA Sign InA Scheduled WorkA Unscheduled Out of ScopeA Validate ServiceA Assign PM’s
Safety and Incident:
Entry-form basedManagement
Reporting
SharePoint Forms
Activity Management:
Client feedbackLocal labor assess
PM generationDispatch
Distribution (By Employee View)Unscheduled Activity
Corrigo
Input Output Tool
Text Color Legend:
Collateral:
Reports
SharePoint File Mgmt
Web access to activity status via e-ServiceOr report distribution
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Unscheduled Activities | R-WI-AFS16023142-####-3 (R3)
AC
an
d D
KS
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
C Services FulfillmentC Work StatusC Building Condition
D Digital Alerts
K Key Distribution (schedule with tenant/OOB
S Safety and Incident Report
Key Management:
InventoryAssigned to
Status
SharePoint List
Cross Function:
A Log ManagementA Access ControlA Building ToursA Dispatch RequestA Individual Route SchedulesA Work ExecutionA Sign InA Scheduled WorkA Unscheduled Out of ScopeA Validate ServiceA Assign PM’s
Safety and Incident:
Entry-form basedManagement
Reporting
SharePoint Forms
Activity Management:
Client feedbackLocal labor assess
DispatchDistribution (By Employee View)
Scheduled Activity
Corrigo
Input Output Tool
Text Color Legend:
Collateral:
Reports
SharePoint File Mgmt
Digital Alerts:
BMS alertsOOB or tenant
InternalRequest service
Call Entry
SharePoint Issues
Web access to activity status via e-ServiceOr report distribution
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Tenants and Building | R-WI-AFS16023142-####-4 (R4)
D A
(C
, D, S
)T
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Text Color Legend:
Input Output Tool
Cross Function:
A FeedbackA C Research, field assessmentA D CommunicationA S Safety and Reporting
D Reactive monitoring
T Proactive monitoringT TenantsT TransientsT ContractorsT Building integrity
Tenant Awareness:
Building environmental state
Check in/outTenant VIP care
Building welcome service
Digital Alerts:
Event notificationsEvent visibility
BMS alerts
SharePoint Issues
Safety and Incident:
Entry-form basedManagement
Reporting
SharePoint Forms
Collateral:
Building dataResearch
SharePoint Files
Activity Management:
Research activityPerformance feedback
Corrigo
Tablet access
PM with activity assign
via Corrigo
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Call Management and Dispatch | R-WI-AFS16023142-####-5 (R5)
BA
C
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Cross Function:
A Tenant ad-hocA Email requestsA VM requestsA Verbal duty assign
B EMS Prompt
C Car washesC Out of scope
Input Output Tool
Text Color Legend:
Activity Management:
Email, voice, face-to-face with Client and ABM
Corrigo (tablet access)
Out of Scope
Car washes
Corrigo (tablet access)
Internal:
EMS AssetInternal Inventory
Corrigo
Call Management andDispatch:
(1) Dispatch(2) Distribution
Corrigo
(1) Manage, Route(2) Execute, Feedback
Smartphone (self-perform)Kiosk or learner (local)Paper
Scope evaluation and adjustment
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Contract Management | R-WI-AFS16023142-####-6 (R6)
C S
AK
SV
Revision Date: 120803MC | Learning and Quality
Collateral:
Contract scopeTop 10 scope
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Cross Function:
A Inventory request
C S Out of scope requestsC S Non-compliance
K Key distribution
K S Customer feedback
V Services pricingV Services approval
Input Output Tool
Text Color Legend:
Activity Management:
Client feedbackLocal labor assessInventory request
Out of scope service
Services:
Available servicesService requestService approval
SharePoint List
Scope:
Routine reviewInitiate CA/PA
Service requests
SharePoint Meeting Mgt
Key Management:
InventoryAssigned to
Status
SharePoint List
Corrigo
SharePoint File Mgt
Digital Alerts:
Request for serviceCall entry
SharePoint Issues
Procurement
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Subcontractors and Vendors | R-WI-AFS16023142-####-7 (R7)
BA
, C, K
EP
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Input Output Tool
Text Color Legend:
Cross Function:
A Execute workA Check in/outA WO statusA Completed activity reviewA Quarterly audit
A C Service documentation
A K Shadow activity
B Invoice managementB AP submittal
E Scheduling with tenant
K Access management
P Sub work identifiedP Solicit pricing
Activity Management:
Call, dispatch, distributeQuarterly auditClient feedback
Internal sign-off activity
Corrigo
Pre-activity:
WON confirmationRequest for bid (as reqd)
Scope of work posted
Corrigo
Post-activity:
Activity pre-invoiceJob cost or billing
Corrigo
Events:
TI and shut downAlert mechanism
SharePoint Calendar
Collateral:
Building dataDrawings
SharePoint Files
Key Management:
Assigned toStatus
SharePoint List
PN contract w/activity
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) – Relationship Management | R-WI-AFS16023142-####-8 (R8)
D S
CT
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Cross Function:
C Local directionsC Local suggestions
D S Requests for service (greet, escort, assist)
T VIP passes
Text Color Legend:
Input Output Tool
Services:
Available servicesService request
Corrigo
SharePoint List
Digital Alerts:
Request for serviceCall entry
SharePoint Issues
Tenant Awareness:
Tenant load w/picVIP load w/pic
(1) Quarterly audit(2) VIP rank
(3) Tenant recall
Corrigo
SharePoint Contacts
Collateral:
DirectionsSuggestions
Semi-annual auditPocket Pals
SharePoint File Mgmt
(1) PM contract activity (2) Show in profile internal only(3) Tablet access inside facility
PM contract activity
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Sub-Macro Maps) - Collaboration | R-WI-AFS16023142-####-9 (R9)
CA
, BD
E
Revision Date: 120803MC | Learning and Quality
SharePoint
Corrigo
Tablets/Hardcopy
Recommended Tools Legend:
Kudos, Insight
Facebook, ourVoice
Educational
Cross Function:
A Schedule w/tenant/OOBA Daily plan
A B Special cases
C Building collateralC Observe/report statusC Request analysis data
D Check in/outD Work statusD WO condition/infoD Report to staff/client
E Communicate w/chiefE EMS alert
Text Color Legend:
Input Output Tool
Activity Management:
CallDispatch
Distribution
Corrigo (tablet access)
Events:
Location eventsProject work
Tenant improvementShutdown
SharePoint Calendar
Tenant Awareness:
Contact ManagementVIP Flags
SharePoint contacts
Digital Alerts:
BMS alertsOOB or tenant
Internal
SharePoint Issues
Collateral:
Building dataDrawingsResearchReports
SharePoint File Mgmt
Web access to activity status via e-Service or
Distributed report
Alerts provide notification (client internal)
PacMutual Building – Integrated Facility Solutions
MicroMaps
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Micro Maps) – Activity Management | R-WI-AFS16023142-####-10 (R10)
Op
erat
ion
sTe
nan
ts/O
OB
Sub
s/V
end
ors
Vis
ito
rs
Revision Date: 120803MC | Learning and Quality
ProcessStart
ProcessEnd
Unscheduled activity
Scheduled activity
In Scope?
Generate work orders from
Corrigo
Unscheduled activity
Enter into e’Service
Unscheduled activity
Enter into Corrigo (desktop
or tablet)
Local Labor required?
Dispatch through Corrigo
WON
Complete work order in Corrigo
Work is scheduled;
check-in procedure
Work is performed
Check—out procedure; complete in
Corrigo WON
Work is performed in-
house
Notify customer of work
completion
Submit for approval
No
Yes
No
Yes
Web Portal Corrigo
Recommended Tools Legend:
Awareness
> PMs> Audits> Events
> Verbal> Awareness
> Email> Voice Mail
> Verbal> Awareness
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Micro Maps) – Safety Reporting and Mngmt | R-WI-AFS16023142-####-11 (R11)
Op
erat
ion
sTe
nan
ts/O
OB
Sub
s/V
end
ors
AB
M
Revision Date: 120803MC | Learning and Quality
Safety reports are submitted
ProcessStart
ProcessEnd
Service is requested or
scheduled
Local Labor required?
Generate work orders from
Corrigo
SafetyInspection is
scheduled
Work is Performed in-
house
Work is performed
Safety Procedures are observed and
employed
Safety Procedures are observed and
employed
Alerts are received via
Customer Team Site
Alerts are received via
Customer Team Site
Yes
No
Web Portal Corrigo
Recommended Tools Legend:
> Unscheduled > Scheduled
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Micro Maps) – Key Management | R-WI-AFS16023142-####-12 (R12)
Op
erat
ion
sSu
bs/
Ven
do
rsV
isit
ors
Revision Date: 120803MC | Learning and Quality
Web Portal Corrigo
Recommended Tools Legend:
ProcessStart
ProcessEnd
Generate or dispatch work
order from Corrigo
Checks in at front desk
Activity Management
Process is initiated
Checks in at front desk
Work is performed in-
house
Issue key or access to secure area; enter into log
Check key inventory at end of
the day
Work is performed
Work or business is conducted
Checks out at desk
Checks out at desk
Check out vendor or visitor
Issue guest badge
Local labor required?
Yes
No
ProcessStart
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Micro Maps) – Tenant Awareness | R-WI-AFS16023142-####-13 (R13)
Op
erat
ion
sSu
bs/
Ven
do
rsTe
nan
t/O
OB
Revision Date: 120803MC | Learning and Quality
ProcessStart
ProcessEnd
Unscheduled activity is requested
Building awareness
Building awareness
Service required?
In Scope?Submit for approval
Call Management
Process is initiated
ProcessStart
Yes No
No
Yes
Web Portal Corrigo
Recommended Tools Legend:
e-Service
> BMS alert> Visual
> EMS
> BMS alert> Visual
> EMS
ABMFS: PacMutual Enterprise Solutions – Micro Map
Business Unit/Location/ID: ABM Facility Services | PacMutual Building - 16023142Process Name/ID: Integrated Facility Solutions (To Be Micro Maps) – Call Management and Dispatch | R-WI-AFS16023142-####-14 (R14)
Op
erat
ion
sTe
nan
ts/O
OB
Sub
s/V
end
ors
Revision Date: 120803MC | Learning and Quality
ProcessStart
ProcessEnd
e’Service initiated
Generate work orders from
Corrigo
Alert is received
Activity Management
Process is initiated
Review e’Service work orders
Evaluate and schedule work
Local labor required
Perform workComplete work order in Corrigo
WON
Work is performed in-
house
Complete work order in Corrigo
Update request status
ProcessStart
Yes
No
Web Portal Corrigo
Recommended Tools Legend:
PacMutual Building – Integrated Facility Solutions
SOP and Work
Instructions
CONTROLLED DOCUMENT: SOP-0505 QMS STANDARDS
Procedure Title: PS – Integrated Facility Solutions Page 1 of 4
BUSINESS UNIT: ABM Facility Solutions Group
152 Technology, Irvine, CA 92618
STANDARD TYPE: Standard Operating Procedure
PROCEDURE TITLE: PS - Integrated Facility Solutions
DOCUMENT NUMBER: SOP-0505 REVISION: 1.0
AREA: Operations
TYPE OF PROCEDURE: Products and Services
PROCEDURE
STATUS
Draft
IMPLEMENTED mm/dd/yy
08/03/12
1.0 PURPOSE/SCOPE
This Standard Operating Procedure (SOP) provides the general information for providing and implementing
an Integrated Facility Solutions (IFS) offering. ABM Facility Solutions Group (FSG) provides various
products and services to our Customers through our business unit or divisional structure. With Integrated Facility Solutions, services can be provided across all disciplines and areas of expertise. This SOP
provides the service offerings through IFS and the advantages it provides our customers.
This SOP applies to FSG and its Business Units.
2.0 RESPONSIBILITIES
2.1 TASK RESPONSIBILITIES
It is the responsibility of all FSG employees to understand and execute this SOP. It is the responsibility
of the Executive Vice President of Building and Energy Solutions Division to ensure that all employees
understand and execute this SOP.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES
It is the responsibility of the FSG Executive team to approve this standard.
3.0 PROCEDURE (SOP OR WI STEPS)
An Integrated Facility Solutions (IFS) provide our customers with the efficiency and consistency of service through sole-source or self-performance contracting. It allows for a single point of accountability for
effective risk management and leverages best practices through proven financial, technical and
operational facility expertise. It provides cost optimization through scale efficiency.
Our Customers can focus on their business while FSG takes care of their facilities in various areas of discipline:
CONTROLLED DOCUMENT: SOP-0505 QMS STANDARDS
Procedure Title: PS – Integrated Facility Solutions Page 2 of 4
Electrical
Energy
HVAC and Mechanical
Janitorial
Landscape and Golf
Maintenance and Repair
Parking
Security
Work Instructions for specific areas of discipline and the processes employed for IFS are currently in development and will be announced upon release.
4.0 SPECIAL DEFINITIONS
THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE FSG LEXICON LIBRARY LINK:
LEXICON LIBRARY
Term
ABM Facility Solutions Group, FSG
Integrated Facility Solutions, IFS
Standard Operating Procedure, SOP
Work Instruction, WI
5.0 ASSOCIATED REFERENCE DOCUMENTS
THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:
DOCUMENT NAME LOCATION
IFS Literature Add link to brochure
6.0 ASSOCIATED KNOWLEDGE DATABASE
THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:
KNOWLEDGE DATABASE LOCATION
7.0 ASSOCIATED TOOLS
THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD:
ASSOCIATED TOOLS LOCATION
CONTROLLED DOCUMENT: SOP-0505 QMS STANDARDS
Procedure Title: PS – Integrated Facility Solutions Page 3 of 4
8.0 REVISION HISTORY
REVISION (X.X) 1.0
DATE OF LAST REVISION
(MM/DD/YY)
08/07/2012
LAST APPROVAL DATE
(MM/DD/YY) Pending approval
DOCUMENT AUTHOR: DOCUMENT MANAGER:
Melissa Cipriani; Bruce Phibbs Melissa Cipriani
REASON FOR CHANGE:
Revision
SECTION /
PARAGRAPH CHANGED
CHANGE MADE
DATE OF REVISION
MM/DD/YY
0.1 All Sections New Document 08/07/12
9.0 ELECTRONIC NOTIFICATION LIST:
ELECTRONIC NOTIFICATIONS
PLEASE CLICK HERE TO VIEW THE NAMES OF PERSONNEL CURRENTLY
HOLDING THESE POSITIONS.
Business Development, All Divisions
Executive Team, FSG
Executive Vice President, Building and Energy Solutions
President, Building and Energy Solutions
10.0 APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY.
FILE REVIEW
FIRST APPROVER SECOND APPROVER THIRD APPROVER NAME: GREG LUSH NAME: BRUCE PHIBBS NAME: TRACY K. PRICE BUSINESS UNIT: ABM LEARNING & QUALITY BUSINESS UNIT: BES BUSINESS UNIT: FSG TITLE: SENIOR VICE PRESIDENT TITLE: EXECUTIVE VICE PRESIDENT TITLE: CEO SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
CONTROLLED DOCUMENT: SOP-0505 QMS STANDARDS
Procedure Title: PS – Integrated Facility Solutions Page 4 of 4
DOCUMENT HISTORY SECTION:
Document Created on 08/07/12 by Melissa Cipriani
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Activity Management Page 1 of 4
BUSINESS UNIT: ABM Integrated Facility Solutions – PacMutual Building
523 W. 6th Street, Los Angeles, CA 90014
STANDARD TYPE: Work Instruction
PROCEDURE TITLE: Activity Management
DOCUMENT NUMBER: WI-AFS-####
REVISION: 1.0
AREA: Operations
TYPE OF PROCEDURE: Delivery
PROCEDURE STATUS Published Draft IMPLEMENTED DATE 08/07/12
REVISION DATE 08/07/12
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE
The purpose of this Work Instruction (WI) is to provide the processes for Activity Management at the PacMutual Building. The Integrated Facility Solutions (IFS) at the PacMutual Building provides efficiency
and consistency of service through sole-source and self-performance contracting, including Activity
Management at the PacMutual Building. Activities are managed across all disciplines and areas of expertise using various collaborative tools for the efficient delivery of services.
This Work Instruction is in support of the Transition and Validation Phase of our Master Business Process.
It ensures “Perception in Quality” by describing the minimum requirements for transitioning and integrating
customers according to customer expectations and internal process requirements, making appropriate adjustments as needed. The Transition and Validation Phase ensures “Perception in Fact” by describing the
minimum requirements for implementing and integrating the processes into the enterprise system, meeting customer expectations and internal process requirements, making appropriate adjustments as needed.
2.0 RESPONSIBILITIES
2.1 TASK RESPONSIBILITIES
It is the responsibility of all ABM personnel at the PacMutual Building to read, understand and
abide by the provisions of this policy.
It is the responsibility of the Executive Vice President of Building and Energy Solutions to
ensure that the applicable employees read, understand, and abide by the provisions of this
policy. It is the responsibility of the President of ABM Facility Solutions to ensure that all relevant
employees are in compliance to this policy.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES
The Senior Vice President of Operations is the point of escalation for all matters inquired upon or contested with regards to this policy.
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Activity Management Page 2 of 4
3.0 PROCEDURE (SOP OR WI STEPS)
The management of activities in an Integrated Facility Solutions is not dependent on the type of activity. Whether scheduled or unscheduled work is required for execution, IFS gives the operations team the ability
to manage all work orders across all disciplines.
3.1 Unscheduled Activities - this section provides the steps for the management of unscheduled activities
which include reactive requests for assistance or service by tenants, visitors and the Office of the Building (OOB).
STEP WHAT WHEN COMPETENCY
(WHO)
HOW (TOOLS)
1. 1
.
Request for service
is received from tenants, visitors or
OOB
As required Operations Tenants/OOB: Corrigo
e’Service
Visitors: Verbal communications
2. Enter request in Corrigo
When received Operations Corrigo Work Order Management (WOM) via
Desktop or Tablet
3. Submit for approval If request is out
of scope
Operations Customer Team Site (Web
Portal)
4. Schedule with Local
Labor
If subcontracted
work is required
Operations Corrigo Work Order Network
(WON)
5. Schedule work with
customer
Before
performing work
Operations/Local
Labor
Phone Call or through
Customer Team Site Calendar
6. Work is completed Upon scheduling Operations Manual tasks
7. Work order is
completed
When work is
completed
Operations/Local
Labor
Operations via Corrigo WOM
Local Labor via Corrigo WON
8. Customer is notified
of completion
When work is
completed
Operations Phone Call or through
Customer Team Site
3.2 Scheduled Activities - this section provides the steps for the management of scheduled activities which include proactive work orders such as Preventive Maintenance (PM), audits or inspections as required by the
scope of the contract.
STEP WHAT WHEN COMPETENCY
(WHO)
HOW (TOOLS)
1. 1. Scheduled work is generated
According to contract
schedule
Operations Corrigo WOM
2. Work Order is
evaluated and
dispatched
When work is
due
Operations Corrigo WOM
3. Schedule with Local Labor
If subcontracted work is required
Operations Corrigo Work Order Network (WON)
4. Work is completed Upon scheduling Operations Manual tasks
5. Submit out of scope
work
If repairs are
observed during scheduled
Operations Customer Team Site
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Activity Management Page 3 of 4
STEP WHAT WHEN COMPETENCY
(WHO) HOW (TOOLS)
activity
6. Work order is
completed
When work is
completed
Operations/Local
Labor
Operations via Corrigo WOM
Local Labor via Corrigo WON
4.0 SPECIAL DEFINITIONS
THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE TLG LEXICON LIBRARY LINK:
FSG LEXICON LIBRARY
TERM
5.0 ASSOCIATED REFERENCE DOCUMENTS
THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:
DOCUMENT NAME LOCATION
6.0 ASSOCIATED KNOWLEDGE DATABASE
THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:
KNOWLEDGE DATABASE LOCATION
7.0 ASSOCIATED TOOLS
THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD:
ASSOCIATED TOOLS LOCATION
Corrigo Work Order Management (WOM)
Corrigo Work Order Network (WON)
Web Portal: Customer Team Site
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Activity Management Page 4 of 4
8.0 REVISION HISTORY
REVISION (X.X) 1.0
DATE OF LAST REVISION
(MM/DD/YY) 08/07/12
LAST APPROVAL DATE
(MM/DD/YY)
DOCUMENT AUTHOR: DOCUMENT MANAGER:
Melissa Cipriani Melissa Cipriani
REASON FOR CHANGE:
Revision
SECTION /
PARAGRAPH
CHANGED
CHANGE MADE
DATE OF REVISION
MM/DD/YY
1.0 All Initial Entry 08/07/12
9.0 ELECTRONIC NOTIFICATION LIST:
ELECTRONIC NOTIFICATIONS
PLEASE CLICK HERE TO VIEW THE NAMES OF PERSONNEL CURRENTLY
HOLDING THESE POSITIONS.
10.0 APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY.
FSG REVIEW
FIRST APPROVER SECOND APPROVER THIRD APPROVER
NAME: GREG LUSH NAME: BRUCE PHIBBS NAME: ROSS THOMPSON BUSINESS UNIT: ABM LEARNING AND QUALITY BUSINESS UNIT: FSG BUSINESS UNIT: FSG TITLE: SENIOR VICE PRESIDENT TITLE: EXECUTIVE VP TITLE: CHIEF OPERATING OFFICER SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
DOCUMENT HISTORY SECTION:
Document Created on 08/07/12 by Melissa Cipriani
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Safety Management and Reporting Page 1 of 4
BUSINESS UNIT: ABM Integrated Facility Solutions – PacMutual Building
523 W. 6th Street, Los Angeles, CA 90014
STANDARD TYPE: Work Instruction
PROCEDURE TITLE: Safety Reporting and Management
DOCUMENT NUMBER: WI-AFS-####
REVISION: 1.0
AREA: Safety
TYPE OF PROCEDURE: Measurement and Verification
PROCEDURE STATUS Published Draft IMPLEMENTED DATE 08/07/12
REVISION DATE 08/07/12
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE
The purpose of this Work Instruction (WI) is to provide the processes for Safety Reporting and Management at the PacMutual Building. The Integrated Facility Solutions (IFS) at the PacMutual Building
provides efficiency and consistency of service through sole-source and self-performance contracting,
including that of Safety Management.
This Work Instruction is in support of SOP-0130 Safety Management which provides managers and employees with a comprehensive safety management program that complies with all federal regulatory
requirements and a safe working environment.
2.0 RESPONSIBILITIES
2.1 TASK RESPONSIBILITIES
It is the responsibility of all ABM personnel at the PacMutual Building to read, understand and
abide by the provisions of this policy.
It is the responsibility of the Executive Vice President of Building and Energy Solutions to
ensure that the applicable employees read, understand, and abide by the provisions of this policy.
It is the responsibility of the President of ABM Facility Solutions to ensure that all relevant
employees are in compliance to this policy. It is the responsibility of the ABMFS Safety Managers to ensure that all provisions of this policy
are in compliance with SOP-0130.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES
The Senior Vice President of Operations is the point of escalation for all matters inquired upon or contested with regards to this policy.
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Safety Management and Reporting Page 2 of 4
3.0 PROCEDURE (SOP OR WI STEPS)
The safety of employees, customers, tenants, visitors and subcontractors at any of the facilities we are responsible is of utmost importance to ABMFS. The delivery of services and day-to-day activities at the
PacMutual Building are observed with great care and attention to the safety. This section provides the
steps for safety reporting and management at the PacMutual Building.
STEP WHAT WHEN COMPETENCY
(WHO)
HOW (TOOLS)
1. 1
.
Work order is
generated
Service is
required or
scheduled
Operations Corrigo WOM or WON
2. Work is performed using Safety
Guidelines
After work is dispatched
Local Labor or In-House personnel
Local Labor – agreed upon Safety Guidelines noted on
executed contract
In House Personnel – safety
training and associated safety tools as dictated by type of
work
3. Safety incident
report is completed
When a safety
related incident
or injury occurs
Operations Safety Incident Form – Portal
Web
4. Safety Inspection is performed
Regularly scheduled or
reactive
awareness
Operations Safety Manager
Safety Inspection Report
5. Safety Inspection is
submitted
When completed
and due
Operations
Safety Manager
Customer Team Site/Safety
Team Site
6. Alert is received When report has been uploaded
Business Unit Safety Manager
And Customer
Contact
Portal Web Alerts
4.0 SPECIAL DEFINITIONS
THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM
PLEASE CLICK ON THE TLG LEXICON LIBRARY LINK:
FSG LEXICON LIBRARY
TERM
5.0 ASSOCIATED REFERENCE DOCUMENTS
THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Safety Management and Reporting Page 3 of 4
DOCUMENT NAME LOCATION
SOP-0130 Safety Management
6.0 ASSOCIATED KNOWLEDGE DATABASE
THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:
KNOWLEDGE DATABASE LOCATION
7.0 ASSOCIATED TOOLS
THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD:
ASSOCIATED TOOLS LOCATION
Corrigo Work Order Management (WOM)
Corrigo Work Order Network (WON)
Portal Web – Customer Team Site
Safety Inspection Report
Safety Incident Report
REVISION HISTORY
REVISION (X.X) 1.0
DATE OF LAST REVISION
(MM/DD/YY)
08/07/12
LAST APPROVAL DATE
(MM/DD/YY)
DOCUMENT AUTHOR: DOCUMENT MANAGER:
Melissa Cipriani Melissa Cipriani
REASON FOR CHANGE:
Revision
SECTION /
PARAGRAPH
CHANGED
CHANGE MADE
DATE OF
REVISION MM/DD/YY
1.0 All Initial Entry 08/07/12
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Safety Management and Reporting Page 4 of 4
8.0 ELECTRONIC NOTIFICATION LIST:
ELECTRONIC NOTIFICATIONS
PLEASE CLICK HERE TO VIEW THE NAMES OF PERSONNEL CURRENTLY
HOLDING THESE POSITIONS.
9.0 APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY.
FSG REVIEW
FIRST APPROVER SECOND APPROVER THIRD APPROVER
NAME: GREG LUSH NAME: BRUCE PHIBBS NAME: ROSS THOMPSON BUSINESS UNIT: ABM LEARNING AND QUALITY BUSINESS UNIT: FSG BUSINESS UNIT: FSG TITLE: SENIOR VICE PRESIDENT TITLE: EXECUTIVE VP TITLE: CHIEF OPERATING OFFICER SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
DOCUMENT HISTORY SECTION:
Document Created on 08/07/12 by Melissa Cipriani
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Key Management Page 1 of 4
BUSINESS UNIT: ABM Integrated Facility Solutions – PacMutual Building
523 W. 6th Street, Los Angeles, CA 90014
STANDARD TYPE: Work Instruction
PROCEDURE TITLE: Key Management
DOCUMENT NUMBER: WI-AFS-####
REVISION: 1.0
AREA: Operations
TYPE OF PROCEDURE: Transition and Validation
PROCEDURE STATUS Published Draft IMPLEMENTED DATE 08/07/12
REVISION DATE 08/07/12
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE
The purpose of this Work Instruction (WI) is to provide the processes for Key Management at the PacMutual Building. The Integrated Facility Solutions (IFS) at the PacMutual Building provides efficiency
and consistency of service through sole-source and self-performance contracting, including that of Key
Management. The assets of our customers and tenants are treated with respect and with high regard for their security. Access to the property is carefully monitored and managed to continually ensure that our
customers and their assets are protected.
This Work Instruction is in support of the Transition and Validation Phase of our Master Business Process.
It ensures “Perception in Quality” by describing the minimum requirements for transitioning and integrating customers according to customer expectations and internal process requirements, making appropriate
adjustments as needed. The Transition and Validation Phase ensures “Perception in Fact” by describing the minimum requirements for implementing and integrating the processes into the enterprise system, meeting
customer expectations and internal process requirements, making appropriate adjustments as needed.
2.0 RESPONSIBILITIES
2.1 TASK RESPONSIBILITIES
It is the responsibility of all ABM personnel at the PacMutual Building to read, understand and
abide by the provisions of this policy.
It is the responsibility of the Executive Vice President of Building and Energy Solutions to
ensure that the applicable employees read, understand, and abide by the provisions of this policy.
It is the responsibility of the President of ABM Facility Solutions to ensure that all relevant
employees are in compliance to this policy.
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Key Management Page 2 of 4
2.2 APPROVAL / ESCALATION RESPONSIBILITIES
The Senior Vice President of Operations is the point of escalation for all matters inquired upon or contested with regards to this policy.
3.0 PROCEDURE (SOP OR WI STEPS)
In a high-rise building such as PacMutual where there are multiple tenants and transient visitors who come
in and out of the building, it is critical that access to certain areas of the property is carefully monitored and provided. There are areas of the building where access can be provided with a key and/or with an escort
from authorized personnel. This section provides the steps for the process of Key Management at
PacMutual.
STEP WHAT WHEN COMPETENCY
(WHO) HOW (TOOLS)
1. 1
.
Visitors check in at
front desk
When
performing work
order visiting a specific tenant
Front Desk Manual Process
2. Guest badge is issued
If visitor is a Local Labor who
is scheduled to perform work
Front Desk Entered into guest log via Portal Web
3. Key or access is issued
If visitor requires access
to a secure area
Front Desk Entered into key log via Portal Web
4. Visitor is escorted to
specified area
If visitor
requires access to a secure area
Operations Manual Process
5. Guest badge and key is returned
As visitor is checking out at
front desk
Front Desk Update guest and key log via Portal Web
6. Key inventory is
reviewed
At the end of
the day
Front Desk Guest and key logs via Portal
Web
7. Tenant is escorted
to parking area
As required or
requested
Front Desk Manual Process
4.0 SPECIAL DEFINITIONS
THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM
PLEASE CLICK ON THE TLG LEXICON LIBRARY LINK:
FSG LEXICON LIBRARY
TERM
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Key Management Page 3 of 4
5.0 ASSOCIATED REFERENCE DOCUMENTS
THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:
DOCUMENT NAME LOCATION
6.0 ASSOCIATED KNOWLEDGE DATABASE
THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:
KNOWLEDGE DATABASE LOCATION
7.0 ASSOCIATED TOOLS
THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD:
ASSOCIATED TOOLS LOCATION
Guest Log – Portal Web
Key Log – Portal Web
Guest Badges
8.0 REVISION HISTORY
REVISION (X.X) 1.0
DATE OF LAST REVISION
(MM/DD/YY) 08/07/12
LAST APPROVAL DATE
(MM/DD/YY)
DOCUMENT AUTHOR: DOCUMENT MANAGER:
Melissa Cipriani Melissa Cipriani
REASON FOR CHANGE:
Revision
SECTION /
PARAGRAPH CHANGED
CHANGE MADE
DATE OF
REVISION
MM/DD/YY
1.0 All Initial Entry 08/07/12
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Key Management Page 4 of 4
9.0 ELECTRONIC NOTIFICATION LIST:
ELECTRONIC NOTIFICATIONS
PLEASE CLICK HERE TO VIEW THE NAMES OF PERSONNEL CURRENTLY
HOLDING THESE POSITIONS.
10.0 APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY.
FSG REVIEW
FIRST APPROVER SECOND APPROVER THIRD APPROVER NAME: GREG LUSH NAME: BRUCE PHIBBS NAME: ROSS THOMPSON BUSINESS UNIT: ABM LEARNING AND QUALITY BUSINESS UNIT: FSG BUSINESS UNIT: FSG TITLE: SENIOR VICE PRESIDENT TITLE: EXECUTIVE VP TITLE: CHIEF OPERATING OFFICER SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
DOCUMENT HISTORY SECTION:
Document Created on 08/07/12 by Melissa Cipriani
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Tenant Awareness Page 1 of 4
BUSINESS UNIT: ABM Integrated Facility Solutions – PacMutual Building
523 W. 6th Street, Los Angeles, CA 90014
STANDARD TYPE: Work Instruction
PROCEDURE TITLE: Tenant Awareness
DOCUMENT NUMBER: WI-AFS-####
REVISION: 1.0
AREA: Operations
TYPE OF PROCEDURE: Transition and Validation
PROCEDURE STATUS Published Draft IMPLEMENTED DATE 08/07/12
REVISION DATE 08/07/12
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE
The purpose of this Work Instruction (WI) is to provide the processes for Tenant Awareness at the PacMutual Building. The Integrated Facility Solutions (IFS) at the PacMutual Building provides efficiency
and consistency of service through sole-source and self-performance contracting, including that of Tenant
Awareness which primarily involves the acute observance and knowledge of the comfort of the occupants of the building and the property in general and the ability to react to their needs as efficiently as possible.
This Work Instruction is in support of the Transition and Validation Phase of our Master Business Process.
It ensures “Perception in Quality” by describing the minimum requirements for transitioning and integrating
customers according to customer expectations and internal process requirements, making appropriate adjustments as needed. The Transition and Validation Phase ensures “Perception in Fact” by describing the
minimum requirements for implementing and integrating the processes into the enterprise system, meeting customer expectations and internal process requirements, making appropriate adjustments as needed.
2.0 RESPONSIBILITIES
2.1 TASK RESPONSIBILITIES
It is the responsibility of all ABM personnel at the PacMutual Building to read, understand and
abide by the provisions of this policy.
It is the responsibility of the Executive Vice President of Building and Energy Solutions to
ensure that the applicable employees read, understand, and abide by the provisions of this
policy. It is the responsibility of the President of ABM Facility Solutions to ensure that all relevant
employees are in compliance to this policy.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES
The Senior Vice President of Operations is the point of escalation for all matters inquired upon or contested with regards to this policy.
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Tenant Awareness Page 2 of 4
3.0 PROCEDURE (SOP OR WI STEPS)
The comfort of a building’s occupants is the responsibility of the AFS staff at all times, whether it is randomly reported, proactively monitored or casually observed. This section provides the steps for Tenant
Awareness and the requisite actions to alleviate their current state.
STEP WHAT WHEN COMPETENCY
(WHO) HOW (TOOLS)
1. 1. Review reports of building state
Regularly scheduled
reviews
Operations Building Management System (BMS)
Visual inspections
Energy Management System (EMS)
2. Service request is
submitted
As required Tenant/Office of
the Building (OOB)
Corrigo e-Service
3. Work is evaluated
and scheduled
If service is
required
Operations Manual process
Corrigo WOM and WON
4. Work is performed If work is in
Scope
Operations Corrigo WOM and WON
5. Work is submitted
for approval
If work is out of
Scope
Operations Portal Web – Customer Team
Site
6. Customer is
informed of work completion and
satisfaction is
validated
After completion
of work
Operations Phone Call
Portal Web – Customer Team Site
4.0 SPECIAL DEFINITIONS
THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM
PLEASE CLICK ON THE TLG LEXICON LIBRARY LINK:
FSG LEXICON LIBRARY
TERM
5.0 ASSOCIATED REFERENCE DOCUMENTS
THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:
DOCUMENT NAME LOCATION
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Tenant Awareness Page 3 of 4
6.0 ASSOCIATED KNOWLEDGE DATABASE
THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:
KNOWLEDGE DATABASE LOCATION
Building Management System (BMS)
Energy Management System (EMS)
7.0 ASSOCIATED TOOLS
THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD:
ASSOCIATED TOOLS LOCATION
Corrigo Work Order Management (WOM)
Corrigo Work Order Network (WON)
Portal Web Customer Team Site
8.0 REVISION HISTORY
REVISION (X.X) 1.0
DATE OF LAST REVISION
(MM/DD/YY) 08/07/12
LAST APPROVAL DATE
(MM/DD/YY)
DOCUMENT AUTHOR: DOCUMENT MANAGER:
Melissa Cipriani Melissa Cipriani
REASON FOR CHANGE:
Revision
SECTION /
PARAGRAPH CHANGED
CHANGE MADE
DATE OF
REVISION
MM/DD/YY
1.0 All Initial Entry 08/07/12
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Tenant Awareness Page 4 of 4
9.0 ELECTRONIC NOTIFICATION LIST:
ELECTRONIC NOTIFICATIONS PLEASE CLICK HERE TO VIEW THE NAMES OF PERSONNEL CURRENTLY
HOLDING THESE POSITIONS.
10.0 APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY.
FSG REVIEW
FIRST APPROVER SECOND APPROVER THIRD APPROVER
NAME: GREG LUSH NAME: BRUCE PHIBBS NAME: ROSS THOMPSON BUSINESS UNIT: ABM LEARNING AND QUALITY BUSINESS UNIT: FSG BUSINESS UNIT: FSG TITLE: SENIOR VICE PRESIDENT TITLE: EXECUTIVE VP TITLE: CHIEF OPERATING OFFICER SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
DOCUMENT HISTORY SECTION:
Document Created on 08/07/12 by Melissa Cipriani
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Call Management and Dispatch Page 1 of 4
BUSINESS UNIT: ABM Integrated Facility Solutions – PacMutual Building
523 W. 6th Street, Los Angeles, CA 90014
STANDARD TYPE: Work Instruction
PROCEDURE TITLE: Call Management and Dispatch
DOCUMENT NUMBER: WI-AFS-####
REVISION: 1.0
AREA: Operations
TYPE OF PROCEDURE: Delivery
PROCEDURE STATUS Published Draft IMPLEMENTED DATE 08/07/12
REVISION DATE 08/07/12
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE
The purpose of this Work Instruction (WI) is to provide the processes for Call Management and Dispatch at the PacMutual Building. The Integrated Facility Solutions (IFS) at the PacMutual Building provides efficiency
and consistency of service through sole-source and self-performance contracting including that of Call
Management and Dispatch which is critical to the delivery of services.
This Work Instruction is in support of the Delivery Phase of our Master Business Process. The Delivery Phase ensures “Perception in Quality” by describing the minimum requirements related to execution, the
checks and balances for execution and staying on time and the continual review of contractual obligations
for delivery, due dates, anticipated release dates, and contractually held response times. The Delivery Phase ensures “Perception in Fact” by describing the minimum requirements related to the execution of
processes with first time performance, on time.
2.0 RESPONSIBILITIES
2.1 TASK RESPONSIBILITIES
It is the responsibility of all ABM personnel at the PacMutual Building to read, understand and
abide by the provisions of this policy. It is the responsibility of the Executive Vice President of Building and Energy Solutions to
ensure that the applicable employees read, understand, and abide by the provisions of this
policy.
It is the responsibility of the President of ABM Facility Solutions to ensure that all relevant
employees are in compliance to this policy.
2.2 APPROVAL / ESCALATION RESPONSIBILITIES
The Senior Vice President of Operations is the point of escalation for all matters inquired upon or
contested with regards to this policy.
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Call Management and Dispatch Page 2 of 4
3.0 PROCEDURE (SOP OR WI STEPS)
ABM Facility Solutions (AFS) uses Work Order Management (WOM) and Work Order Network (WON) systems to manage and schedule all activities for the delivery of services at the PacMutual Building. These
systems provide us with the visibility to manage our workforce (in-house and local labor) and the services
they provide in a much more efficient manner. It also allows our tenants and the Office of the Building (OOB) to submit service requests through e’Service. The combination of these systems available through a
web interface provides AFS and our Customer with the ability to monitor activities and identify opportunities for improvement with visibility to historical building data. This section provides the steps for Call
Management and Dispatching at PacMutual.
STEP WHAT WHEN COMPETENCY
(WHO) HOW (TOOLS)
1. 1. Work Order is entered or
generated
Service request is received
Operations/Front Desk
Email, Phone Call, Voice Mail, Verbal
Corrigo WOM
2. Service Request is reviewed
Request is received
Operations Corrigo e’Service
3. Work is evaluated and reviewed for
proper assignment
and scheduling
Request is received and
prioritized
Operations Corrigo WOM
Knowledge of workforce
expertise
4. Schedule with Local
Labor
If subcontracted
work is required
Operations Corrigo WON
5. Dispatch work order
to in-house
personnel
If subcontracted
work is not
required
Operations Corrigo WOM
6. Work order is completed and
updated
Work is performed
Local Labor or Operations
Corrigo WON and WOM
7. Customer is
informed of work
completion
Work is
performed
Operations Phone Call or Portal Web
Customer Team Site
4.0 SPECIAL DEFINITIONS
THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM
PLEASE CLICK ON THE TLG LEXICON LIBRARY LINK:
FSG LEXICON LIBRARY
TERM
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Procedure Title: PacMutual Building – Call Management and Dispatch Page 3 of 4
5.0 ASSOCIATED REFERENCE DOCUMENTS
THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:
DOCUMENT NAME LOCATION
6.0 ASSOCIATED KNOWLEDGE DATABASE
THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:
KNOWLEDGE DATABASE LOCATION
7.0 ASSOCIATED TOOLS
THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD:
ASSOCIATED TOOLS LOCATION
Corrigo Work Order Management (WOM)
Corrigo Work Order Network (WON)
Corrigo e’Service
Portal Web Customer Team Site
REVISION HISTORY
REVISION (X.X) 1.0
DATE OF LAST REVISION
(MM/DD/YY)
08/07/12
LAST APPROVAL DATE
(MM/DD/YY)
DOCUMENT AUTHOR: DOCUMENT MANAGER:
Melissa Cipriani Melissa Cipriani
REASON FOR CHANGE:
Revision
SECTION /
PARAGRAPH
CHANGED
CHANGE MADE
DATE OF
REVISION MM/DD/YY
1.0 All Initial Entry 08/07/12
CONTROLLED DOCUMENT: WI-AFS-16023142-#### QMS STANDARDS
Procedure Title: PacMutual Building – Call Management and Dispatch Page 4 of 4
8.0 ELECTRONIC NOTIFICATION LIST:
ELECTRONIC NOTIFICATIONS
PLEASE CLICK HERE TO VIEW THE NAMES OF PERSONNEL CURRENTLY
HOLDING THESE POSITIONS.
9.0 APPROVALS
PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY.
FSG REVIEW
FIRST APPROVER SECOND APPROVER THIRD APPROVER NAME: GREG LUSH NAME: BRUCE PHIBBS NAME: ROSS THOMPSON BUSINESS UNIT: ABM LEARNING AND QUALITY BUSINESS UNIT: FSG BUSINESS UNIT: FSG TITLE: SENIOR VICE PRESIDENT TITLE: EXECUTIVE VP TITLE: CHIEF OPERATING OFFICER SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL SIGNATURE: ELECTRONIC APPROVAL
DOCUMENT HISTORY SECTION:
Document Created on 08/07/12 by Melissa Cipriani