BS 8572:2018 – TC:2020 Edition
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Tracked Changes. Procurement of facility-related services. Code of practice
| Published By | Publication Date | Number of Pages |
| BSI | 2020 | 152 |
PDF Catalog
| PDF Pages | PDF Title |
|---|---|
| 87 | Foreword |
| 89 | 0 Introduction 1 Scope |
| 90 | 2 Normative references 3 Terms, definitions and abbreviations |
| 94 | 4 Primary processes 4.1 Roles, responsibilities and accountabilities 4.2 Planning for procurement |
| 96 | Figure 1 — The procurement process 4.3 Facilities management strategy |
| 97 | 4.4 Establish needs 4.5 Develop procurement strategy 4.6 Request for information (RFI) and prequalification 4.7 Request for proposal (RFP) 4.8 Evaluation and commercial/financial close 4.9 Mobilization/go-live 4.10 Performance review 5 Establish needs 5.1 General |
| 98 | 5.2 Business strategy, objectives and outcomes |
| 99 | 5.3 Main drivers and constraints 5.4 Scope of services |
| 100 | 5.5 Stakeholder engagement 5.6 End-user needs |
| 101 | 5.7 Portfolio and space audit |
| 102 | 5.8 Services audit 5.9 Market audit |
| 103 | 5.10 Risk management |
| 104 | 5.11 Development of options for service delivery |
| 105 | 5.12 Criteria for evaluating options |
| 108 | 5.13 Outsourcing policy and decision 5.14 Statutory/regulatory considerations and current best practice 5.15 Innovation in service delivery |
| 109 | 6 Develop procurement strategy 6.1 General |
| 111 | 6.2 Centralized vs. decentralized management of service contracts 6.3 Geographical location and limits |
| 112 | 6.4 Single vs. multiple (or bundled) service contracts 6.5 Local, regional and national service providers |
| 113 | 6.6 Tendering process |
| 114 | 7 Request for information (RFI) and prequalification 7.1 Prequalification of service providers |
| 115 | 7.2 Financial appraisal |
| 116 | 7.3 Organization culture 7.4 Health, safety, security and sustainability |
| 118 | 7.5 Access, inclusion and equality 7.6 Social responsibility policy 7.7 Assessment criteria |
| 119 | Table 1 — Assessment of service providers (at RFI stage) |
| 120 | 8 Request for proposal (RFP) 8.1 General 8.2 Service definition process |
| 121 | 8.3 Service specifications |
| 122 | 8.4 Service levels |
| 123 | 8.5 Performance measurement and reporting |
| 124 | 9 Evaluation and commercial/financial close 9.1 General |
| 125 | 9.2 Assessment criteria and weightings Table 2 — Assessment of service providers (at commercial/financial close) |
| 126 | 9.3 Operational considerations 9.4 Pre-contract meeting 9.5 Contract award |
| 127 | 10 Mobilization/go-live 10.1 General |
| 128 | 10.2 Terms of reference 10.3 Interface management |
| 129 | 10.4 Statutory and regulatory considerations 10.5 Supply chain considerations 10.6 Operational processes and procedures |
| 131 | 10.7 Management information and reporting 11 Performance review 11.1 General |
| 132 | 11.2 End-user review 11.3 Operational review |
| 133 | 11.4 Financial review 11.5 Human resources review |
| 134 | 11.6 Statutory/regulatory compliance review 11.7 Performance indicators |
| 135 | 11.8 Action plans 11.9 Termination of service contract |
| 136 | Annex A (informative) Checklist of actions Table A.1 — Checklist of actions |
| 144 | Annex B (informative) Example of an option evaluation matrix Table B.1 — Example of an option evaluation matrix |
| 145 | Annex C (informative) Examples of innovative technology and its implications |
| 147 | Annex D (informative) Example scope of a prequalification questionnaire (PQQ) |
| 149 | Bibliography |
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BS 8572:2018
Procurement of facility-related services. Code of practice Published By Publication Date Number of Pages BSI…
