1. Successful Management of Lift Assets for Bangor University, Estates and Facilities Department – Case Study

2. The Role of the Consultant

3. A Question... ?

4. Suppose you have a problem with breathing and you get an X-ray that looks like this what do you do..? When you need advice about your health…

5. Do you call Drug Companies like these and ask if they could fix your problem?

6. Or, do you go to see an “Independent Consultant”?

7. Suppose you have a problem that looks like this, what do you do..? When you need advice about your lifts…

8. Do you call lift companies like these and ask if they could fix your problem?

9. Or, do you go to see an “Independent Consultant”? Professor “Elbie” – Our Resident Expert at www.lerchbates.eu

10. What we are.... Informed Insightful Independent Ingenious Inventive Innovative We use our expertise to work solely in your interests

11. Who am I ? Peter Ferguson 34 Years experience in the Lift Industry Apprentice trained Lift Engineer - Express Lifts Tester - Kone Management - Otis Lift Consultant Lerch Bates

12. The Role of Lerch Bates at Bangor University

13. Current Service Provisions at Bangor University Services were tendered to find a competent contractor based on a performance specification. Regular performance review meetings with the current service provider Annual Quality Audits (housekeeping, service delivery) Reliability Studies Cost Containment Risk Management Safety to all Users

14. Lift Plans Asset Surveys Completed 10 year lift plan in place Costs considered Tender Process to reveal competent contractors working to performance specifications.

15. How we will deliver Tenders will be sent to between 6-8 Lerch Bates approved lift contractors –How is a contractor approved Quality Assurance Reviews Safety Standards met/exceeded Site Surveys on completed works Financially Assessed Reputation /Longevity

16. Successful Contract Award Carry out tender evaluation that includes –Financial Return –Equipment Offered –Passed Project Delivery –CDM Compliance –Reliability

17. Pre Contract Meeting “Setting the Standard” Review submitted tender with customer and contractor Agree Proposed programmes Agree Proposed Terms Review CDM if required

18. On Going Service Provisions Bi-Monthly Meeting with Consultant, Estates Team and Contractor Review Previous Minutes Address on-going issues (problematic lifts, poor performance, invoicing issues on going repairs) Contract enforcement (maintenance delivery, parts availability, agreed rates met) Action Points addressed / assigned Any other issues/concerns recorded Audit Loler reports ensuring compliance and service delivery

19. Having a competent consultant ; What is the added value? Understanding contractual repairs/Break downs(misled misuse) Reduction in cost of repairs (understanding timescales for repairs, availability of parts and obsolescence) Prevention of overselling to the unaware customer Ensuring professional and competent sales advice (not being misled by lift service provider) Endorsing the costs against the agreed schedule of rates

20. Continually Monitoring Auditing Reviewing