`
`UNITED STATES DEPARTMENT OF COMMERCE
`Patent and Trade
`'k Office
`ASSISTANT COMMISSIONER FOR TRADEMARKS
`2900 Crystal Drive
`Arlington, Virginia 22202-3513
`
`Jan 9, 2002
`
`NOTICE OF PUBLICATION UNDER 12(a)
`
`1. Serial No.:
`75/895,899
`
`3. International Class(es):
`35, 37
`
`2. Mark:
`EMCOR
`and design
`
`4. Publication Date:
`Jan 29, 2002
`
`5. Applicant:
`EMCOR Group,
`
`Inc.
`
`The mark of the application identified appears to be entitled to registration. The
`mark will,
`in accordance with Section 12(a) of the Trademark Act of 1946, as
`amended, be published in the Official Gazette on the date indicated above for the
`purpose of opposition by any person who believes he will be damaged by the
`registration of the mark.
`If no opposition is filed within the time specified by
`Section 13(a) of the Statute or by rules 2.101 or 2.102 of the Trademark Rules,
`the Commissioner of Patents and Trademarks may issue a certificate of
`registration.
`
`Copies of the trademark portion of the Official Gazette containing the publication
`of the mark may be obtained from:
`
`The Superintendent of Documents
`US. Government Printing Office
`PO Box 371954
`
`Pittsburgh, PA 15250—7954
`Phone: (202)512-1800
`
`By direction of the Commissioner.
`
`PCFD10 (REV 07/2000)
`
`

`

`LAURA E GOLDBARD
`STROOCK & STROOCK 8L LAVAN LLP
`180 MAIDEN LN FL 17
`NEW YORK NY 10038-4937
`
`TMP8L!
`
`

`

`TR!
`
`"TMARK EXAMINATIONW aIARKE‘
`
`‘ET
`
`
`
`0
`
`/
`
`
`
`El
`
`1b
`
`El Pseudo Mark
`El Design Search Code
`
`PUBLICATION/REGI TRATION STAGE
`i
`El NO CHANGE
`I] AMENDMENT STAGE
`Serial No.
`/
`g9 % 7
`Name:_SHARON HARRIS_ L0. 107
`DatefilZ-Q’l— 1
`
`
` INSTRUCTIONS: Place a check mark in the apprpriate column and/or box to indicate which data elements have been amended/coded.
`Leal Instrument Exami ”erL13—
`
`—-"E.'A
`
`Class Data
`l"[l] Prime/International Class
`Goods and Services
`
`
`I H First Use Date
`E First Use in Commerce Date
`
`
`
`
`
`CI
`lnAnother Form
`El Certification
`
`
`
`
`
`Mark Data _ El Word Mark
`
`- El Mark Drawing Code
`
`
`- El Scan Sub Drawing
`
`
`
` Misc. Mark Data
`
`
`CI Disclaimer
`[3 Mark Description
`El Name/Portrait/Consent
`[I Lining/Stippling
`
`
`_—
`
`
`
`
`Section 2(1) _ El Section 2(f) Entire Mark
`El Section 2(f) in Part
`- _ III Section 2(i) Limitation Statement
`
`
`El Amended Register Date
`- El Amended Register
`
`
`
`
`[I 44(d)
`1] Foreign Country
` Foreign Reg. Data
`
`
`El Foreign Application Number
`Foreign Application Filing Date
`
`
`
`- El Foreign Registration Number
`Foreign Registration Date
`
`
`
`Foreign Renewal Regi Number
`
`CI Foreign Registration Expiration Date
`
`
`Cl Foreign Reg. Renewal Expiration Date
`Foreign Renewal Reg. Date
`
`DBA/AKA/TA
` U Owner Name
`Owner Data
`
`
`Address 2
`[I Addressl
`
`
`
`State
`
`
`[I City
`
`El Zip Code
`
`
`
`Entity
`El Citizenship
`
`
`EIEI
`Composed of
`El Entity Statement
`
`
`
`El Assignment(s)/Name Change
`
`Amd/Corr Restr.
`Cl Concurrent Use
`
`
`
`Prior U.S. Reg.
`El Prior Registration
`
`
`
`E] Attorney
`Correspondence
`CI Domestic Representative
`D Attorney Docket Number
`
`
`El Correspondence Firm Name/Address
`
`
`
`I certify that all corrections have been entered in accordance with text editing guidelines.
`
`
`_12gri{01
`DATE
`
`
`
`
`
`
`
`
`Other:
`
`SH
`
`LIE
`
`fi/QQ
`
`

`

`V
`
`UNITED STATES DEPARTMENT OF COMMERCE
`Patent and Trademark Office
`Trademark Trial and Appeal Board
`2900 Crystal Drive
`Arlington, Virginia 22202-3513
`
`Mailed: October 23, 2001
`
`In re EMCOR Group,
`
`Inc
`
`Serial No. 75895899
`
`Filed: 01/12/2000
`
`LAURA vE GOLDBARD
`STROOCK & STROOCK & LAVAN LLP
`180 MAIDEN LANE
`NEW YORK NEW YORK 10038—4982
`
`Rochelle Ricks, Paralegal
`
`Applicant's amendment filed on October 1, 2001 was just
`
`associated with the file of record.
`
`The request requires consideration by the Trademark
`
`Examining Attorney. Accordingly, action on the appeal is
`
`suspended and the file is herewith remanded to the Examining
`
`Attorney.
`
`In the event registrability is found on the basis of
`
`this paper,
`
`the appeal will be moot and the Board should be
`
`so informed.
`
`In the event the refusal of registration is
`
`maintained,
`
`the file should be returned to the Trademark
`
`Trial and Appeal Board, proceedings will be resumed and
`
`applicant will be allowed time in which to file its brief on
`
`appeal.
`
`

`

`UNITED STATES PATENT AND TRADEMARK OFFICE
`Trademark Trial and Appeal Board
`2900 Crystal Drive
`Arlington, Virginia 22202-3513
`
`;
`\
`PAPER NO.
`IN REPLY TO SERIAL NUMBER, DATE OF
`FILING, AND NAME OF APPLICANT
`
`MAILED: October 22, 2001
`
`
`BRIEF DUE November 30. 2001
`
`IN RE APPLICATION OF: Emcor Group,
`
`Inc.
`
`
`SERIAL NO. 75/895,899
`APPEAL RECEIVED October 1, 2001
`
`Laura E. Goldbard
`Stroock & Stroock & Lavan LLP
`180 Maiden Lane
`New York, NY 10038-4982
`
`Rochelle Ricks , Paralegal
`
`The appeal and appeal fee in the above—entitled application
`were received on the date indicated above.
`
`'
`
`The Trademark Rules of Practice provide that the brief of
`the applicant must be filed within sixty days after the
`date of the appeal. Applicant must also indicate, not
`later than ten days after the due date for applicant's
`reply brief,
`if an oral hearing is desired.
`
`

`

`UNITED STATES PATENT AND TRADEMARK OFFICE.
`
`»
`1;,
`
`"W.
`
`APPLICANT
`y
`....
`
`1...,
`
`SERIAL NO.
`—-~=
`
`;
`ADDRESS
`
`'
`~
`AC“?! NO.
`
`MAILING DATE"
`u:
`1’
`“2.3
`
`11.
`
`ADDRESS
`Commissioner for Trademarks
`2900 Crystal Drive
`Arlington, VA 22202-3513
`www.uspto.gov
`If no fees are enclosed, the address should
`include the words "Box Responses — No Fee."
`Please provide in all correspondence:
`1. Filing Date, serial number, mark and
`Applicant's name.
`. Mailing date of this action.
`. Examining Attorney's name and
`Law Office number.
`. Your telephone number and ZIP code.
`
`
`
`March 26, 2001
`CALL RECORD/NOTES
`
`l- M..-
`
`OFFICE SEARCH: The examining attorney has searched the Office records and has found no similar registered or
`pending mark which would bar registration under Trademark Act Section 2(d), 15 U.S.C. Section 1052(d). TMEP
`section 1105.01.
`
`R13: Serial Number 75/895899 EMCOR and design
`This case will be given priority as an amended case if Applicant or applicant's attorney responds to the requirements
`stated below within two months of the above mailing date.
`In any event, a proper response to this Priority Action must
`be received within SIX MONTHS from the mailing date stated above in order to avoid ABANDONMENT.
`
`This letter responds to applicant’s communication filed on December 22, 2000. The
`likelihood of confusion refusal has been withdrawn. The specimen refusal has been
`withdrawn. The amendments to the identification have not been accepted. The refusal
`based on the indefinite nature of the identification of goods language is continued and
`made FINAL. ,
`
`This is a final action. Please note that the only appropriate responses to a final action are
`either (1) compliance with the outstanding requirements, if feasible, or (2) filing of an
`appeal to the Trademark Trial and Appeal Board.
`37 CPR. Section 2.64(a).
`If the
`applicant fails to respond within six months of the mailing date of this refusal, this Office
`will declare the application abandoned. 37 CPR. Section 2.65(a).
`
`Identification of Services
`
`the examining attorney refused
`In the initial office action dated June 28, 2000,
`registration based onthe indefinite nature of the identification of services language. For
`the reasons set forth below, the refusal based on the indefiniteness of the identification of
`services is maintained and made FINAL.
`
`The recitation of services is unacceptable because it is indefinite and identifies services
`that fall in more than one international class. TMEP Section 1301.05. The Trademark
`
`Act requires that the applicant “specify” the services in an explicit manner. TMEP
`Section 804.01. Additionally,
`the recitation of services should be clear, accurate,
`definite, and as concise as possible. TMEP Section 804.01. The following are several
`
`‘
`
`

`

`75/895899
`
`-2-
`
`examples of wording that may be used by the applicant in formulating an acceptable
`recitation of services, if accurate. Please use this suggested language as the basis for
`formulating a new recitation of services that is clear, accurate, definite, and as concise as
`possible.
`
`Applicant may wish to consult the U. 8. Patent and Trademark Oflice Goods and
`Services Manual, which can be found on our web site at www. uspto. gov. Please note that,
`while an application may be amended to clarify or limit the identification, additions to the
`identification are not permitted.
`37 C.F.R. Section 2.71(a); TMEP section 804.09.
`Therefore, the applicant may not amend to include any services that are not Within the
`scope of the services recited in the present identification.
`
`International Class 035
`
`“Facilities management services.”
`
`International Class 03 7
`
`“Managing, contracting and providing electrical and mechanical construction services;
`maintenance services
`.” The applicant must
`indicate the nature of the
`“maintenance services,” i.e. maintenance of office buildings.
`
`As noted, several of the aforementioned services are not in International Class 042, for
`which the applicant has paid a filing fee. Amendment of the application to include
`services not offered in International Class 042 will result in the requirement that the
`applicant pay an additional fee or fees, submit additional specimens, and amend several
`parts of the application as outlined below.
`
`-
`Multiple Class Application Reguirements
`If the applicant prosecutes this application as a combined, or multiple-class, application,
`the applicant must comply with each of the following:
`
`these
`The applicant must submit a specimen of use for each class;
`(1)
`specimens must be of a type which were in use at least as early as the filing date of the
`application. 37 C.F.R. Section 2.86(b).
`
`(2) The applicant must state dates of first use and use in commerce for the mark
`in each class; these dates must be at least as early as the filing date of this application. 37
`C.F.R. Sections 2.33(a)(1)(vii) and 2.86(b).
`
`(3) The applicant must submit an affidavit or a declaration under 37 C.F.R.
`Section 2.20 signed by the applicant to verify (1) and (2) above.
`37 C.F.R. Sections
`2.59(a) and 2.71(d)(1).
`
`(4) The applicant must list the services by international class with the classes
`listed in ascending numerical order. TMEP section 1113.01.
`
`(5) The applicant must submit a filing fee for each international class of
`services not covered by the fee already paid. The filing fee is $325.00 per class. 37
`C.F.R. Sections 2.6(a)(1) and 2.86(b); TMEP sections 810.01 and 1113.01.
`
`The applicant has failed to amend its identification of goods language properly. This
`requirement is continued and made FINAL.
`
`

`

`75/895899
`
`—3—
`
`Conclusion
`
`For all of the above reasons, the refusal based on the unacceptable identification of
`services is maintained and made FINAL. Please note that the only appropriate responses
`to a final action are either (1) compliance with the outstanding requirements, if feasible,
`or (2) filing of an appeal to the Trademark Trial and Appeal Board. 37 C.F.R. Section
`264(a).
`If the applicant fails to respond Within six months of the mailing date of this
`refusal,
`this Office will declare the application ABANDONED. _37 C.F.R. Section
`2.65(a).
`
`If the applicant has any questions or needs assistance in responding to this Office action,
`please telephone the assigned examining attorney. If the applicant fails to respond Within
`six months of the mailing date of this refusal, this Office will declare the application
`abandoned. 37 C.F.R. Section 2.65(a).
`
`For your convenience, current automated status information is available (via push button
`telephone) for all federal trademark registration and application records maintained in the
`automated Trademark Reporting'and Monitoring (TRAM) system by calling (703) 305-
`8747 between 6:30 am. and midnight, Eastern Time, Monday through Friday.
`
`
`
`WJfigfi. Molinoff
`
`.
`
`Examining Attorney
`Law Office 107
`
`(703) 308—9107 ext. 247
`(703) 308-7191 fax
`
`

`

`RADEMARK EXAMINATION W” ‘
`
`(SHEET
`
`
`
`D PUBLICATION/REGISTRATION STAGE
`I] NO CHANGE
`.
`g AMENDMENT STAGE
`NiamezROSALIND HOWARD L.O.1_Ql
`Date 02%201
`Serial No>m9 I
`
`
`INSTRUCTIONS: Place a check mark in the appropriate column and/or box to indicate which data elements have been amended/coded.
`
`
`
`Leoal Instrument Examiner LIE)
`—-
`i Dnnnnnnnnnn
`
`Class Data
`, U Prime/International Class
`5:4 Goods and Services
`[I First Use Date
`[3 First Use in Commerce Date
`
`
`
`
`
`Cl
`
`El
`
`In Another Form
`
`63
`
`[I Word Mark
`
`Cl Mark Drawing Code
`
`CI Sizing/Lining Code
`
`El Mark Description
`[I Lining/Stippling
`El Translation
`
`Misc. MarkData
`
`Seetion 2(f)
`
`El Section 2(0 Entire Mark
`E] Section 2(0 Limitation Statement
`
` Foreign Reg. Data
`
`E] Amended Register
`
`[I Foreign Country
`
`C] Certification
`
`El Pseudo Mark
`
`C] Design Search Code
`
`Cl Disclaimer
`Cl Name/Fortrait/Consent
`
`E] Section 2(0 in Part
`
`U Amended Register Date
`
`Cl 44(d)
`
`
`
`
`El Foreign Application Number
`
`Cl Foreign Application Filing Date
`
`[I Foreign Registration Number
`
`[1 Foreign Registration Date
`
`Cl Foreign Registration Expiration Date
`
`[3 Foreign Renewal Reg. Number
`
`CI Foreign Reg. Renewal Expiration Date
`U OwnerName
`
`[1 Foreign Renewal Reg. Date
`Cl DBA/AKA/TA
`
`Owner Data
`
`Cl Addressl
`
`Cl City
`
`Cl Zip Code
`
`C] Citizenship
`
`Cl Entity Statement
`
`CI Assignment(s)/Name Change
`
`Cl AddressZ
`
`Cl State
`
`[:1 Entity
`
`E] Composed of
`
`El Concurrent Use
`
`
`
`
`
`
`
`
` Amd/Corr Restr.
`
`Prior U.S. Reg.
`CI Prior Registration
` Correspondence
`
`
`
`I] Attorney
`C] Attorney Docket Number
`
`I] Correspondence Firm Name/Address
`
`C] Domestic Representative
`
`I certify that all corrections have been entered in accordance with text editing guidelines.
`ROSALI’ND HOWARD
`LIE
`
`02/9901
`DATE
`
`
`
`
`
`

`

`Client/Matter No. 31 1562/0030
`
`Applicant
`Serial No.
`
`Filed
`
`»
`
`Trademark
`
`:
`:
`
`:
`
`:
`
`Emcor Group, Inc.
`75/895,899
`
`,
`
`.
`
`/7/<3\ y
`Jeffrey s. Molinoff :/
`
`Attorney:
`
`January 12, 2000
`
`Law Office:
`
`107
`
`EMCOR & Design
`
`AMENDMENT
`
`December 22, 2000
`
`Assistant Commissioner for Trademarks
`2900 “We” Drive
`Arlington, VA 22202—3513
`
`BOX RESPONSE-NO FEE
`
`Sir:
`
`lllllllllllllllllllllllllll\llllllllllllll
`12—22-2000'
`U 9 Parent& TMOiciTM Mail ficpt. Dr. ii
`
`31
`
`In response to the Office Action dated June 28, 2000, Applicant amends its
`
`recitation of services to the following:
`/
`
`
`
`
`
`
`.‘VV—H\
`-—managing, contracting and providing electrical and mechanical
`construction services, maintenance services, and facilities services,
`in Class 42 --
`
`
`
`R E M A R K S
`
`I.
`
`Recitation of Services
`
`As requested by the Examining Attorney, Applicant has amended the recitation of
`P‘wu!
`
`services. Applicant submits that the description of "facilities services" is an .TEEcauratfiandfi“
`
`Certificate of Mailing by “Express Mail” (37 C.F.R. 1.10)
`Number:
`H.283167871US
`Date of Deposit:
`December 22,2000
`I hereby certify that this correspondence is being deposited with the
`service on the date indicated above and is addressed to the Assistant
`Commissioner of Trademarks, 2900 Crystal Drive, Arlington, Virginia
`W3.
`Name:
`Signature:
`
`United States Postal Service “Express Mail Post Office to Addressee"
`
`Florence Jones
`;222 22;; g EQ
`
`P
`
`~ ,
`
`”
`i‘
`
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`
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`
`;
`
`3s»;
`
`“"
`
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`
`I:
`
`_.
`
`m
`
`

`

`accepted definition of its services. Applicant submits herewith, as Exhibit 1, promotional
`
`material discussing Applicant "facilities services." In addition, Applicant submits that the term
`
`"facilities services" is a term of art
`
`in the field of "facilities management."
`
`"Facilities
`
`managemen " is defined by the Library of Congress as:
`
`"The practice of coordinating the
`
`physical workplace with the people and work of an organization; it integrates the principles of
`
`business administration, architecture, and the behavioral and engineering sciences."
`
`The
`
`definition was established in 1980 by the Facilities Management Institute G3OMDl at the request
`
`of the Library of Congress. Accordingly, BOMI defines "facilities management" as: "the art of
`
`coordinating the physical workplace With the people and work of an organization. The primary
`
`function of Facilities Management is to plan, establish, and maintain a work environment that
`
`effectively supports the goals and objectives of the organization in its environmen ." BOMI,
`
`Facilities Management and the Work Environment, BOMI 1991 3rd Quarter Book #3.
`
`In
`
`addition, on BOMI's web site,
`
`located at http://www.bomi-edu.org, BOMI defines "facilities
`
`management" as
`
`"a multidisciplinary profession drawing on theories and principles of
`
`engineering, architecture, design, accounting, finance, management, and behavioral sciences."
`
`Annexed hereto as Exhibit 2 is a printout of the definition.
`
`Such services can include, but are not limited to, heating ventilation and air
`
`conditioning,
`
`refrigeration, water
`
`systems, plumbing,
`
`fire protection, HVAC systems,
`
`environmental controls, variable frequency drives, planned preventative / predictive maintenance
`
`support services,
`
`turnkey installation, electrical and mechanical construction, performance
`
`1 BOMI was founded in 1970, and is a leading provider of adult education programs for
`commercial property professionals.
`BOMI's educational offerings include training for
`facilities managers, building engineers, and building technicians.
`2
`
`1063305vl
`
`

`

`contracting, design/build,
`
`sheet metal
`
`fabrication, program management, energy savings
`
`programs, equipment procurement, operations, and support services. Accordingly, Applicant
`
`maintains that "facilities services" is an accurate recitation of services.
`
`II.
`
`Prior Registrations
`
`As the Examining Attorney stated that he my refuse registration of Applicant's
`
`mark EMCOR & Design, Applicant contends that the amendment of the recitation of services
`
`obliterates any likelihood of confusion with the registered marks cited by the Examining
`
`Attorney, namely, Registration Nos. 2,275,663, 1,907,173, 1,465,158, 1,169,349 and 1,330,333
`
`and is registrable over these citations.
`
`III.
`
`Substitute Specimens
`
`Also, annexed hereto are substitute specimens and a Declaration in connection
`
`therewith.
`
`IV.
`
`Conclusion
`
`Based on the foregoing, Applicant
`
`respectflilly requests
`
`that
`
`the subject
`
`application be passed to publication.
`
`Respectfully submitted,
`
`STROOCK & STROOCK & LAVAN LLP
`
`Attorneys for Applicant
`Emcor Group, Inc.
`180 Maiden Lane
`
`New York, New York 10038
`212-806-5400
`
`Dated: New York, New York
`December 22, 2000
`
`By:
`
`1063305Vl
`
`
`
`
`
`
`Laura E. Goldbard
`
`Heather L. Danzig
`
`

`

`

`

`
`OR. Consu
`
`
`IntellectualI
`
`mprove
`
`
`
`ng Services
`
`
`
`
`
`Your
`
`EMCOR has a wide range of consulting expertise, all focused
`on assisting you in identifying, quantifying and designing
`solutions to suit your facilities needs.
`
`Worldwide Capabilities
`Utilizing the resources of over 90 offices worldwide, the
`EMCOR Consulting Services team has played a vital role in
`analyzing Facilities Operations issues and implemented
`numerous programs throughout the world. This has resulted
`in increasing the bottom line performance for a wide variety
`of clients.
`
`Energy Analysis
`EMCOR provides complete feasibility 8. design of HVAC and
`lighting retrofit projects, cogeneration plants, thermal
`storage plants, hybrid chiller plants, building automation
`and energy monitoring systems, to name some of the
`hundreds of projects that we have successfully engineered.
`
`In today’s deregulating energy environment, you need the
`expertise of EMCOR to help you navigate through the
`interrelated issues of supply costs, supply reliability, and
`complicated energy offerings.
`
`Our EMCOR ENERGY EDGE product assists clients with large
`portfolios of facilities benchmark them, identify
`opportunities and rank further efforts.
`
`Our extensive pallet of standardized optimization strategies
`brings you repeatability, speed, and accuracy in assessing
`your demand side reduction strategies.
`
`Maintenance Analysis
`EMCOR has assisted hundreds of clients improve the
`effectiveness of their maintenance programs.
`
`EMCOR provides analysis and expertise to design,
`troubleshoot, and/or implement new maintenance programs
`including work flow control processes, maintenance metrics
`programs, CMMS implementations, predictive and reliability
`centered maintenance methodologies, MRO inventory
`programs, and customer service centers. Whether the need
`is implementation of one specific aspect of a maintenance
`program, or completely designing and implementing a
`maintenance program for a new facility, EMCOR has the
`proven expertise to handle the project.
`
`In facilities as diverse as utility company power plants,
`amusement parks, food processing plants, and oil refineries.
`EMCOR has worked on all aspects of asset management and
`
`
`
`
`is recognized by its customer base as the authority on
`maintenance. The key practice areas in EMCOR’s asset
`management business are:
`
`Work Control Re-engineering. The goal of this effort is to
`improve the productivity of the work force by strengthening
`the work control function. This is done by planning and
`scheduling about 90% of a maintenance worker’s time
`(a typical maintenance worker’s time is only 50% planned):
`by communicating job status, schedule and completion
`information to end users; and by documenting all mainten—
`ance tasks and costs for further study by reliability analysts.
`
`Reliability Analysis. Studies have shown that about 40%
`of the maintenance tasks in a typical maintenance program
`have no effect on system reliability. In a number of cases,
`maintenance tasks are actually detrimental to system
`reliability. The goal of this effort is to evaluate system and
`facility reliability as it relates to the end user's core business,
`and then to craft maintenance tasks and frequencies which
`are geared to maximizing system up time where that system
`is critical to the core business, and reducing maintenance
`costs where the system is not critical to the core business.
`
`Iii-Tech Tools. Improving work control and documentation
`requires a Computerized Maintenance Management System
`(CMMS) which systematically records all actions, equipment
`histories and costs. The CMMS allows the maintenance
`
`managers to imbed a specific workflow process; to plan,
`schedule, man power load, and review productivity; and to
`document work accomplishment. Improving the ability of
`maintenance workers to predict system failures (this is called
`predictive maintenance or PdM) requires the use of non—
`destructive testing equipment like vibration analyzers,
`infrared guns, and oil analysis services. This equipment allows
`maintenance workers to determine whether they can delay
`planned maintenance on systems, or whether maintenance
`tasks have to be performed earlier than planned. This of
`course has a very positive effect on system reliability.
`
`Managing by Benchmarks. The goal of this effort is to
`identify key maintenance performance indicators, or
`benchmarks, which management can use to evaluate the
`success of the Maintenance Technology program on an on
`going basis. Indicators are set up to evaluate work force
`productivity, such as ”°/o planned hours worked vs. total hours
`worked,” “% overtime hours worked vs. total hours worked”
`and ”% preventive maintenance tasks performed vs.
`scheduled." Indicators are also set up to evaluate reliability
`issues, such as "average mean time between failure for critical
`systems," "average mean time to repair for critical systems,”
`and ”hours of unplanned system downtime, by week and
`month." The data registers required to make these
`measurements are built into the CMMS software, allowing
`
`regular report cards to be automatically generated and then
`publicized within the organization.
`
`

`

`
`
`EMC “ R Consulti r
`
`
`
`
`Services
`
`Facilities Operations Analysis
`In addition to pure asset management, there are many aspects to
`facilities operations where EMCOR adds value.
`
`Benchmarking. Our comprehensive performance measurement
`framework includes headquarters facilities, technology centers,
`laboratories, and manufacturing sites. The database includes
`“best practices” cost, and service level benchmarks.
`
`Our benchmarking approach uses a two dimensional framework in
`which we analyze both cost and service levels. Both dimensions
`of performance are equally important to evaluate, as companies
`have to do “more with less."
`
`
`
`Specific areas included in the database:
`
`> CLEANING — service levels, cost, contract management
`
`> MAINTENANCE & OPERATIONS — lifecycle costing,
`PM optimization, practices, CMMS
`
`> PROJECT DESIGN 8. CONSTRUCTION MANAGEMENT — project
`tracking, supplier management, process mapping
`» RELOCATION/MOVE MANAGEMENT — component level cost
`analysis, cycle time. coordination, impact of infrastructure,
`space standards
`
`> SPACE PLANNING 81 STANDARDS ~ space utilization, CAD,
`CAFM, standards, benchmarking
`> SECURITY — cost, technology strategy, supplier management
`1» MAIL SERVICES 7 cost, volume, practices
`
`P GROUNDS MAINTENANCE — cost, layout, practices
`
`Performance Metrics. Our benchmarking studies clearly show
`that a distinctive feature of "best in class" facilities organizations
`is a robust set of key performance indicators. EMCOR has helped
`companies develop comprehensive performance measures for
`facilities management that track performance along multiple
`dimensions and are linked to overall objectives. We develop
`measures for both internal purposes and for suppliers providing
`services. Vendor performance measurement is key as we find that
`a majority of facilities organizations do not have performance
`measurement for suppliers and are unable to manage
`performance effectively.
`
`Cultural Transformation and Change Management. Assessing
`the effectiveness of a facilities organization's culture is usually a
`qualitative exercise at best. EMCOR has developed a quantifiable
`approach, which measures effectiveness in 19 different key areas
`and offers a methodology to improve effectiveness in each. Areas
`investigated include how performance is rewarded, how
`management communicates vision, how the strategic planning
`process works.
`
`Once the readiness of the organization has been assessed, a
`plan is put into place to improve those areas that the survey
`identified as key to facilities organizational improvement.
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`Analytical methodologies to ensure “apples to apples."
`comparisons are built into the process. We take out the impacts
`of regional comparisons, building types, and use activity based
`cost comparisons to facilitate fair comparisons. Once we have
`identified performance (cost 8: service level differences), we
`identify the practices are constraining performance and then
`develop key recommendations.
`
`By improving the communication,
`planning, alignment and vision in
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`The EMCOR OIS Difference
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`The EMCOR 015 Team takes the time to understand
`
`each customer’s unique situation to ensure alignment
`of the customer’s business objectives with ours. Acting
`as agents for our customers we are able to technically,
`operationally and financially identify cost reductions
`and service level improvements using the most
`effective means possible. Our ISO 9000 compliant
`business processes enables our team to maximize the
`impacts while minimizing the implementation costs —
`resulting in superior value and return. OIS facilitates
`energy engineering, maintenance engineering,
`organizational engineering, retrofits and operations
`and maintenance.
`
`Unbundling Removes the Mystery
`EMCOR’s 015 Team will identify a portfolio of cost
`reduction and service level improvement opportunities,
`compared to your industry’s best in class operations.
`Each initiative is analyzed and evaluated on its own
`financial and technical merits, and implemented on a
`priority basis. Through an unbundled-open book
`approach, we will provide you with factual information
`to make educated decisions, which will enable you to
`optimize your overall facilities performance.
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`OUTCOME INTEGRATED SERVICESSM (DIS) is a customized
`mix of facilities services, designed to achieve optimum
`financial and service level impact, tailored to the
`culture and change readiness of your organization,
`and delivered by a joint EMCOR/customer team
`working in a shared risk and reward environment.
`
`EMCOR’s 015 Team provides you with a tailored
`platform to rapidly identify, justify and implement
`facilities optimization strategies that will significantly
`reduce costs and optimize service levels. We integrate
`all functions needed to realize the impact, and you
`
`pay only for direct costs until results are verified for
`which we receive a performance—related fee.
`
`USTOMER N"
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`OIS consists of five modules designed to optimize
`your facilities performance. The EMCOR 015 Team
`analyzes energy utilization and procurement practices,
`maintenance effectiveness, facilities organization, work
`processes and tools, to develop a comprehensive plan
`that improves efficiency and minimizes costs through
`leveraging information, modifying equipment and work
`processes, and educating employees.
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`EMCOR Outc
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`Getting Started
`The first step in moving towards the development of a
`comprehensive Facility Optimization Strategy is to
`conduct a preliminary assessment of your facility. This
`site assessment will identify areas of opportunity and
`their general order of magnitude for potential savings
`and costs. This assessment will guide the EMCOR 015
`Team to facilitate the development and implementation
`of a set of actions designed to optimize utilities,
`maintenance, and facilities operations.
`
`Customer Benefits
`
`> Sustainable performance improvements
`
`v Standardized processes (ISO 9000)
`
`> Time compression from assessment
`through implementation
`
`, Customized programs tailored to your
`facilities objectives
`
`r Unbundled project evaluation and implementation
`
`> Performance based compensation
`
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`Worldwide Capabilities
`
`Utilizing the resources of our offices worldwide,
`EMCOR’s 015 Team has played a vital role in analyzing
`Facilities Operations issues and implemented
`numerous management programs, benefiting a wide
`variety of industrial clients, throughout the US,
`Canada, and Europe.
`
`Preferred Approach
`
`OIS can be implemented by integrated teams of
`customer personnel, EMCOR personnel and supported
`by third party suppliers and contractors in compliance
`with your procurement practices.
`
`IDENTIFY GAPS & OPPORTUNITIES
`
`BUILD BUSINESS PLAN
`
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`BUSINESS
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`EMCOR Facilities Services, Inc.
`
`101 Merritt Seven, Norwalk, CT 06851
`
`phone 203.849.7800
`
`fax 203.849.7810 www.emcorgroup.com
`
`DSC35140500
`
`
`
`
`
`
`
`

`

`EMCOR In grated Fac'
`
`'ties Services
`
`Whateverme .
`
`can
`
`Worldwide Capabilities
`
`Whatever your size of facility, an EMCOR Integrated
`Facilities Services (IFS) solution can make your facility
`more efficient, more productive and more profitable.
`We can provide your facilities with skilled staffing
`services on an as needed and/ or temporary basis.
`These services are the right fit for smaller single or
`multiple facilities where f