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Tricks Of The Trade: Comprehensive Audits

Written by Tricks Of The Trade Columnist. Posted in Ask The Expert, Columnists, Facility Management, Featured Post, Magazine, Professional Development, Topics, Tricks of the Trade

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Published on July 30, 2013 with No Comments

By B. Kevin Folsom, CEP
Published in the July 2013 issue of Today’s Facility Manager

QI work in facility operations and have faced difficulty when attempting to draft a site survey checklist. Before bidding for any assignment, we conduct an audit of the facility. Do you know of a format that can help me cover all the aspects of hard and soft services, both of which we need to check in our initial audit of the facility?

Gunjan Jain
Facility Manager
Emcor Facilities Services

AI would recommend a book that was quite helpful to me while developing my statistical management systems. The book is “The Facilities Audit” by Harvey H. Kaiser. I have personally worked with Dr. Kaiser to organize a discussion on this topic with numerous facility managers coming from many areas of the U.S.

This book does a good job of explaining an overall understanding of facilities, component life cycles, preparing for a facilities audit, designing the audit, collecting data, summarizing the inspection results, and presenting the findings. There are also numerous examples given and sample forms that can be used.

About Tricks Of The Trade Columnist

Tricks Of The Trade Columnist

Folsom is director of campus operations at Trinity Christian Academy in Addison, TX. Previously, he was director of facilities & plant operations, and energy procurement & efficiency at Dallas Theological Seminary in Dallas, TX, where he worked for 25 years. He is the recipient of numerous awards from the associations of Higher Education Facility Officers and Energy Engineers for facility and energy management practices, industry leadership and involvement, and writing. He has also provided facilities assessment consulting to several organizations through All questions have been submitted via the “Ask The Expert” portion of the magazine’s web site. To pose a question, visit this link.

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