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BS EN ISO 41012:2018

$198.66

Facility management. Guidance on strategic sourcing and the development of agreements

Published By Publication Date Number of Pages
BSI 2018 62
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ISO 41012:2017 provides guidance on sourcing and development of agreements in facility management (FM). It highlights: · essential elements in FM sourcing processes; · FM roles and responsibilities in sourcing processes; · development processes and structures of typical agreement models. ISO 41012:2017 is applicable to: · strategic processes related to service and support functions for the core business; · development of FM strategies; · development of facility service provision agreements covering both public and private service demand and internal and external production/delivery options; · development of FM information systems; · FM education and research; · organization development and business re-engineering processes in major types of working environments (e.g. industrial, commercial, administration, military, healthcare, accommodation).

PDF Catalog

PDF Pages PDF Title
2 National foreword
4 European foreword
7 Foreword
8 Introduction
9 1 Scope
2 Normative references
3 Terms and definitions
4 Sourcing strategy and understanding the core business context
4.1 Sourcing strategy
11 4.2 Strategic, tactical and operational level
4.2.1 General
4.2.2 Strategic level
4.2.3 Tactical level
12 4.2.4 Operational level
5 Sourcing process in FM
5.1 Process flow chart
13 5.2 Identify and analyse current and future needs and expectations
15 5.3 Translate needs into requirements
5.4 Determine the service levels
17 5.5 Identify service delivery options
18 5.6 Business case development and analysis
5.6.1 General
5.6.2 Financial considerations
5.6.3 Investment strategy
19 5.6.4 Estimate costs and added value
5.6.5 Pricing strategy
20 5.6.6 Risk analysis
21 5.6.7 Different levels of agreement
5.6.8 Project strategy
5.6.9 Establish a business case for service options
22 5.7 Select preferred sourcing/service delivery option
23 6 Facility service provision
6.1 Principle options
24 6.2 Internal service provision
6.3 External service provision
25 7 Main characteristics of FM agreements
7.1 General
26 7.2 Essential components
7.2.1 Term
7.2.2 Subcontracting
7.2.3 Allocation of management responsibility and communication
27 7.2.4 Service levels agreements (SLAs)
7.2.5 Termination of contracts
7.3 Agreement structure and content
8 Common considerations in agreements
8.1 Flexibility
8.2 Performance criteria
28 8.3 Information responsibilities
8.4 Reporting and auditing procedures
8.5 Continuous improvement, best practice and innovation
8.6 Asset replacement and project activity
8.7 Communication
8.8 Regulations
29 8.9 Corporate standards
8.10 Termination of agreements
9 Preparation and development of an agreement
9.1 General
30 9.2 Preparation phase
9.3 Pre-qualification phase
9.4 Tender/negotiation phase
9.5 Agreement preparation phase
9.6 Signature phase
9.7 Implementation phase
9.7.1 Mobilization phase
31 9.7.2 Validation phase
9.7.3 Operational phase
9.7.4 Termination phase
10 Measure service provision performance
10.1 General
32 10.2 Measuring effectiveness
10.3 Outputs
33 Annex A (informative) Example of requirements for a service
34 Annex B (informative) Example of business case content
35 Annex C (informative) Structure of an agreement — General clauses
48 Annex D (informative) Service level agreements — Benefits, preparation and structure of an agreement (SLA clauses)
60 Bibliography
BS EN ISO 41012:2018
$198.66