PowerPoint Presentation

Introduction to Hard FM PHILIPPINES.

DOCUMENT TITLE Introduction to Hard Services UNIQUE REFERENCE NUMBER PH-Introduction-Hard Services VERSION 1.0 DOCUMENT TYPE Processes REGION / COUNTRY / SEGMENT APPLICABILITY Philippines– All Segments DOCUMENT CONTROL STATUS Approved LANGUAGE English REVIEW DATE May 30, 2024 RESPONSIBILITY NAME POSITION DATE AUTHOR Ma. Carla Pizarras Hard Services Lead Indra Wijaya Nasroel Facilities Management Manager REVIEWER REVIEWER Karen Kirchhoff Regional Command Center Manager APPROVER Cristina Dela Cruz Head of Technology and Services.

Version Control. VERSION NAME AMENDMENT DETAILS DATE.

Home. Home. Manual Overview. Manual Overview. Technical Services.

FM Digital Tools. FM Digital Tools. Project Management.

undefined. The Introduction to Hard FM Playbook provides an overview of Capabilities in Technical Services, Energy Management and Project management. This Playbook is a key in helping all Sodexo Employees especially new hires to further understand the all capabilities of Hard FM Platform. Also, this playbook will improve our services to the client in achieving excellent output and will establish an outstanding working environment of our consumers while increasing operational efficiency and excellence, and to ensure statutory compliance. Application of this Playbook can be applied on the following Segments: Healthcare Corporate Manufacturing Schools This playbook may also be beneficial for the following: Marketing, HR, HSE, Supply Management, Legal and Finance..

undefined. Playbook – Users Guide Introduction to Hard FM Playbook will provide descriptions of each FM Categories, process, provides you with quick links to specific guidance documents, procedures and templates. 1. Master Tabs Toggle through the master tabs above each slide to access to main sections of the playbook 2. Sub Tabs Toggle through the sub tabs left side of the slides to access to sub sections of the playbook 3. References & Links For ease of reference, Fm processes, Procedures & Templates for each of the project topics will be link or embedded into this playbook. These references are also available in Sodexo OK Doc APAC Hard FM..

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undefined. Sodexo has developed the Technical Services Framework (TSF) which contains a series of Technical Services manuals to define and support the way we sell, solution and contract design, mobilize and operate Technical Services, in alignment with existing core processes, procedures and supporting tools..

[image]. IMPROVE SERVICE EXPERIENCE: Immediate / personal support Focus on user convenience Cost effective.

Service Lines. Service Lines. Technical Maintenance.

Level 1 Hard FM Level 2 General Repairs Technical Maintenance Asset Management Level 3 Unre ulated Buildin Fabric, Finishes and Furniture Unre ulated Heatin , Ventilation and Air Conditionin Unre ulated Mechanical and Electrical S stems Audio-Visual E ui ment Buildin Fabric, Finishes and Furniture Buildin Mana ement S stems BMS and Smart Buildin Technolo Clinical Technolo Fire / Emer enc Safe S stems, E ui ment and Fixtures Heatin , Ventilation and Air Conditionin Infrastructure Laborato E ui ment and Instrumentation Lifts Liftin E ui ment and Peo le Movement Mechanical and Electrical S stems Securi , Access Control S stems and E ui ment S ort and Leisure E ui ment Vehicles and Mobile E ui ment Water Safe and S stems Asset Lifec cle Mana ement Asset Performance Mana ement Asset Information Management.

General Repairs offers you basic Technical Services consisting of unlicensed / unregulated simple work which can include: Reactive / repair work Inspections / checks Support services (e.g. warranty and service contract management) For Example: Works may be performed following a request by a customer or after self-discovery of an issue, but do not require a license to perform them. Inspections can be scheduled in order to self-discover and resolve issues before they are identified by a customer or client, such as condition-based readings..

Operating Model and Enablers Typical Operating Model(s) Self perform Subcontracted (e.g. remote small sites) On-site helpdesk Systems Required to support Technical Services delivery N/a (Optional - e.g. Maximo, IFM Platform) Technical Services Processes and Procedures Technical Services Contract Operations Manual Local Standard Operating Procedures (SOP).

Maintaining internal and external fabric assets (i.e. non electrical or mechanical assets) in good condition thereby helping to retain their value, whilst also enhancing the workplace experience of consumers using the building..

Undertaking unregulated works on Heating, Ventilation and Air Conditioning (HVAC) systems to ensure building temperature is regulated and maintained at optimal conditions, whilst also enhancing the workplace experience of consumers using the building..

Asset Examples Kitchen equipment, lighting, vending machines Service Examples Condition-based readings Segments All.

Sodexo Technical Maintenance provides you with services relating to your assets and systems, such as: Repairs Inspections Replacement of components Functional testing Management processes Typically, maintenance tasks are performed to resolve a problem / issue identified by a consumer, according to maintenance schedules, and / or to fix corrective work identified during inspections or other scheduled activities..

Operating Model and Enablers Typical Operating Model(s) Self perform Subcontracted Blend of self perform / subcontracted Command Center Systems Required to Support Technical Services Delivery CMMS (e.g. Maximo, IFM Platform) Technical Services Processes and Procedures Technical Services Contract Operations Manual AMF Mandatory policy, processes and procedures for Technical Maintenance Additional processes and procedures based upon local assessment / scope of contract Local Standard Operating Procedures (SOP).

Maintaining audio / visual equipment to provide our client's and consumers with assets and systems, e.g. projector screens and TVs, which are operational and reliable, thereby reducing disruption to their daily activities..

Maintaining internal and external fabric assets (i.e. non electrical or mechanical assets) in good condition thereby helping to retain their value, whilst also enhancing the workplace experience of consumers using the building..

This service utilizes computer-based control systems (e.g. Building Management Systems – BMS, Smart Building Technology) to control and monitor mechanical and electrical assets and systems in a building, such as ventilation, lighting, power systems, and security systems..

Clinical Technology (or Clinical Technology Management - CTM) services refer to the maintenance of medical assets and systems used to effectively perform activities including diagnosis, therapy, monitoring, rehabilitation, and care..

This service live ensures that fire / emergency asset and system performance conforms with their intended operation or function, whilst also providing clients and customers with a safe working environment..

Undertaking maintenance activities on Heating, Ventilation and Air Conditioning (HVAC) systems to ensure building temperature is regulated and maintained at optimal conditions, whilst also enhancing the workplace experience of consumers using the building..

Maintaining both above ground infrastructure, such as roads, pavements and walkways, as well as below ground infrastructure, e.g. utilities, to support the basic physical and organizational structures and facilities needed for our clients' business..

Providing laboratory-based maintenance services to support our clients' and consumers' scientific related assets to ensure they are kept in optimal working condition and are safe to use, and to ultimately help maintain business continuity for scientific works..

This service keeps assets and systems used to lift and move people / goods in optimal and safe working condition, such as dock levellers, passenger and goods lifts, escalators and lifting equipment..

This service live focuses on maintaining water systems and supporting our clients in monitoring water quality, e.g. by testing selected water quality parameters at specific times and points within a water supply system, to ensure a safe water supply..

Sodexo Asset Management provides you with services to support the life-cycle management of your assets, from the moment a new asset needs to be installed to when it needs to be removed (decommissioned). Sodexo will work closely with you to understand your strategic objectives in managing and maintaining your assets in order to develop and deliver an aligned asset management strategy. Examples of services provided include: Performance monitoring Remote monitoring Predictive maintenance Life-cycle cost management.

Operating Model and Enablers Typical Operating Model(s) Self perform Subcontracted Blend of self perform / subcontracted Command Center Systems Required to Support Technical Services Delivery CMMS (e.g. Maximo, IFM Platform) Technical Services Processes and Procedures Technical Services Contract Operations Manual AMF Mandatory policy, processes and procedures for Technical Maintenance Additional processes and procedures based upon local assessment / scope of contract If ISO55001 accreditation is required, additional processes and procedures based upon local assessment / scope of contract to meet the need of the accreditation Local Standard Operating Procedures (SOP).

Asset Lifecycle Management services provide the expertise to manage an asset or asset system throughout its life. This includes management of activities and costs of planning, design, acquisition, operations, maintenance and disposal, less any residual value..

Asset Performance Management services provide the expertise to help the client to improve the reliability and availability of their assets through data capture and analytics..

Asset Information Management services provide the acquisition and subsequent management of asset technical data, such as nameplate data, asset attributes (e.g. hp, voltage, tons, gpm), engineering specifications, asset condition and / or Operations and Maintenance (O&M) instructions..

ENERGY MANAGEMENT CAPABILITIES. A group of windmills on a hill Description automatically generated.

Energy Management is a core part of Hard FM. Sodexo is a Global leader for providing Quality of Life services and we’ve set out to provide full Energy Management services from strategy to procurement to service delivery. It forms part of our Hard Facilities Management (FM) services at Sodexo, which are key to ensuring the safety and welfare of employees and can have legal and statutory requirements associated with them. They cover: Energy Strategy Energy Compliance Energy Procurement and Cost Reduction Performance Monitoring and Reporting Technologies Driving Efficiencies.

Created years ago Not aligned with the market needs Do not include a proper Energy / Decarbonization Offer Focused on Energy Management Need to include Decarbonization and Net Zero initiative.

[image] Oetine Energy Management Strategic Objectives Ensure Commtment ot top Management Appoint an Energy Manager (Full I partial tine — On-Site Virtual) Determine Legal Requirements and Define Policy Create an Energy Planning Audit Energy Consumption analysis and review Establishment ot Energy Baseline Definition of Energy KPI•s Determine Objectives, projects Prioritization and Action Plan Communicate infcrmation to relevant Stakeholders Review, and Optimize Energy Management Plan M anagernent RevÉW Definition of new Strategic Objectives Continuous Improvement and Optimization Implementation ot the Energy Management Plan Implement Energy Data Monitoring and Analysis System Audit and report on Energy Consumption Review and Optimize Operation & Maintenance Procedures T rain Employees Implement energy optimization projects Manage Energy Procurement Perform Energy Billing Validation Analyze and Adapt Energy Management Plan Audit and report on Energy Management System and associated consumption Measure Energy Management KPI's Determine and implement preventve and corrective actions.

Global Communication Communicate Energy Management communication campaign Step 1: Internal Step 2: External Client Data Base Identify Identification of the top 100 site revenues in every regions Site Engagement Assessment Analyze Review the site assessment of each site to understand the current energy management status Business Opportunities Prioritization Prioritize Prioritize the business opportunities based on the site assessment results Energy Performance Contract offer Transform Regional SME to review with the site manager the client Energy Strategy and adapt an Energy Performance Contract offer to propose to the client in collaboration with the Account Director. Iterative process to be expand to additional sites Move from a Reactive Approach to a Proactive behavior.

Sodexo Frameworks and commercial model: Commercial model structured throughout 5 pillars: Energy and Sustainability Strategy Energy and Sustainability Compliance Procurement and Cost Reduction Data Monitoring and Energy Efficiency Technologies Driving Efficiency Sodexo Frameworks and commercial model: Energy Performance Contract ENERGY STRATEGR RAN ENERGY "u SuppuER MANAGE W xT - ANAIWSL • • • STnxt tNtAG' - ELECTRICAL - • WRONG ENERG' PW*CTS Energy Management Strategy — Define relevant strategy to meet organizational objectives accordingly to regulation Energy Management & Efficiency — Optimize the current energy consumption throughout Data Monitoring, Energy Procurement, Billing validation and Operation & Maintenance Efficiency Energy Management Solutions — Improve the Energy Management throughout Facility Building Energy Efficiency Projects and Renewable & Storage Solutions Decarbonation Performance Contract: Decarbonation Management Strategy Energy, Water & Waste Management NET ZERO Solution Projects.

REQUIREMENTS TO COMPLIANCE ENERGY MANAGER ENERGY AUDIT ENERGY MANAGEMENT STRATEGY ENERGY PERFORMANCE CONTRACT ENERGY MANAGEMENT & EFFICIENCY ENERGY STRATEGIC PLAN -1 ENERGY PROCUREMENT -1 BILL VALIDATION & SUPPLIER MANAGEMENT DATA MONITORING, ANALYZIS REPORTING -l OPERATION AND MAINTENANCE EFFICIENCY RENEWABLE & STORAGE ENERGY SOLUTIONS ENERGY MANAGEMENT SOLUTIONS - ELECTRICAL GRID CONNECTION - FACILITY BUILDING ENERGY EFFICIENCY PROJECTS Energy Management Offer Structure: Structured in a form of Energy / Net Zero Performance Contract Revolved on 3 pillars Energy Management Strategy Energy Management & Efficiency Energy Management Solution.

Profits Sharing Sodexo is in charge of the design, implementation and delivery projects with a yearly budget engagement from the client, an engagement is taken by Sodexo on the achievement of the agreed strategic objectives. Deployable for Large and Medium site size. Energy Management Strategy In this model, Sodexo defines compliance rules to meet regulation, allocate a dedicated Energy Manager, performs the audit(s) and define the strategic plan free of charge for the client. Energy Management & Efficiency Billing validation, Energy Contract Management and implementation of data monitoring & analysis tool are executed at cost price. Energy Management Solutions Service delivery including renewable energy development (e.g., Solar PV, wind turbine...) and facility building energy efficiency projects are executed at cost price for the client. A profits sharing model is used, e.g., 20% / 80% Sodexo / Client. Profits sharing starts when the client recovered the engaged costs. When Sodexo Energy Teams are exceeded the agreed strategic objectives, the profits sharing model is revised to an increased shared percentage, e.g., 4096 / 60%. Terms and conditions are defined locally by the Regional / Country SME. Strength Minimum investment for clients which make the offer easier to sell. Cost savings can be re-invested in net Zero Initiative. Sodexo delivers all services to me the strategic agreed objective Risk / Weakness Not reaching the agreed strategic objective. Having difficulties to recover costs engaged by the client then no profits to share Mitigation Model deployed only on large and medium + site size to optimize chance to achieve the agreed objective. Ensure client yearly budget engagement Opportunity Transition on a decarbonization Model. Investment of cost savings in decarbonization solutions..

Fixed Price Sodexo is in charge of the design, implementation and delivery projects with a yearly budget engagement from the client, an engagement is taken by Sodexo on the achievement of the agreed strategic objectives. Deployable for all site size. Energy Management Strategy In this model, Sodexo defines compliance rules to meet regulation, allocate a dedicated Energy Manager, performs the audit(s) and define the strategic plan. Costs are charged with + Margin. Energy Management & Efficiency Billing validation, Energy Contract Management and implementation of data monitoring & analysis tool are executed at cost price. Costs are charged with 15% + Margin. Energy Management Solutions Service delivery including renewable energy development (e.g. Solar PV, wind turbine...) and facility building energy efficiency projects are executed with 15% + Margin. Sodexo apply a minimum of 15% Margin on every service delivered. Clients benefits of 100% of the costs savings generated. Strength Consequent investment from the client is required but 100% of the cost savings generated are going o the client to support a quick return on investment. Risk / Weakness This model can only be interesting when return on investment can be reached over a period of 2/3 years Mitigation Energy Solutions are prioritized and deployed accordingly to the client yearly budget and objectives. Opportunity Support the energy transition and help anticipating the coming decarbonization challenges..

Energy Management Sales Manual Understand the needs of a prospect or client Demonstrate the value Sodexo can provide Start and progress the conversation about Energy Management to enable additional profitable growth for Sodexo Solution & Contract Design Energy Management Understand and apply the step-by-step Global Sodexo "Solution & Contract Design" processes from an Energy Management perspective Design advanced client Energy Management solution with support from the regional Energy Subject Matter Expert Mobilizing Energy Management Mobilize Energy Management at any site in any location Ensure a smooth transition and effective handover to Operations, supported by Energy Subject Matter Experts Deliver a successful go-live experience to our clients and consumers Operating Energy Management Deliver holistic Energy Management services at any site in any location Ensures best practise along with a consistent delivery approach Secure profitable growth for Sodexo, whilst driving significant client benefits such as meaningful cost savings and contributing to client carbon reduction targets.

Sodexo's Approach Sodexo Energy Management Framework Overview & Strategic Intent Energy Management Sales Manual ENERGY AND SUSTAINABILITY STRATEGY • GSOP - strategy SOP • Philippines Energy Management Executive Summary Solution & Contract Design for Energy Management Mobilizing Energy Management - TBD Our Core Pillar Approach ENERGY AND SUSTAINABILITY COMPLIANCE • GSOP — Energy Compliance • GSOP - Energy Audits • GSOP - Energy Data collection Template • APAC— Ashrae Audit Levels & Carbon Emission Scope Definition • APAC - Due Diligence Template Regional Capability Energy Matrix PROCUREMENT AND COST REDUCTION • GSOP - Energy Procurement PERFORMANCE MONITORING AND REPORTING • GSOP - Energy Performance Monitoring and Reporting • GSOP - Data Capture Template Regional - AMF Energy Consumption Records Operating Energy Management TECHNOLOGIES DRIVING EFFICIENCIES • GSOP - Technologies General • GSOP- BMS optimization • GSOP- Bluemaxx . Gsop — LED • GSOP -solar pv Regional — Energy Catalogue.

Sodexo Focus Area — Growth Alignment • • Enable meaningful cost savings Improve employee wellbeing and comfort Increase asset lifecycles Ensure regulatory compliance Greater budgetary control Improve brand image Innovation Further learning and upskilling of employees Providing new career opportunities and pathways Aid sustainable personal and professional growth BE CLIENT 8 CONSUMER CENTRIC ENHANCE OPERATIONAL EFFICIENCY NURTURE TALENT EMPOWERMENT ACCOUNTABILITY ANCHOR CORPORATE RESPONSIBILITY Secure profitable growth Contribute towards glidepath targets Reduction in work orders Reduction in maintenance cost Automation and support of contractual reporting Streamlined compliance Further ringfence clients STEP Reduction of carbon emissions both for Client and Sodexo Legacy of good corporate stewardship.

Strategic Intent Cost savings What you need What energy and carbon savings do you want to achieve over the next 12-18 months? What Sodexo offers Targeted reduction in energy consumption enabling meaningful cost savings. which can be funded through innovative financing supported by locahsed tax or grant incentives Reputation What you need Are you regarded as a sustainable leader of your marketplace? What Sodexo offers Improved brand image as a responsible business and employer. and a leader on climate change and corporate responsibility We bring the benefits you want... Health and Wellbeing What you need Are you giving your employees and customers the environment they deserve? What Sodexo offers Improved employee health and wellbeing by ensuring a comfortable and safe working environment Effciency What you need How do you know if you are currently meeting your energy management targets and/or strategy? What Sodexo offers Greater visibility and budgetary control Over energy usage trends and spend Compliance What you need Do you meet all your energy management compliance requirements? What Sodexo offers full compliance with mandatory energy obligations and legislation Longevity What you need Are you proud of the orgamzanons you partner with? What Sodexo offers Collaboration with a partner that has longevity and a clear commitment to safety and sustainability Sustainability What you need Are you on track to meet gour carbon reduction goals? What Sodexo offers Transition to low carbon. sustainable activity focusing on achieving net zero carbon targets in a consistent roadmap Innovation What you need Will your assets last as long as you need them to? What Sodexo Offers Optimization and increased resilience of assets, with improved efficiency of operations.