EN ISO 41012:2018
(Main)Facility management - Guidance on strategic sourcing and the development of agreements (ISO 41012:2017)
Facility management - Guidance on strategic sourcing and the development of agreements (ISO 41012:2017)
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).
Facility Management - Leitfaden zur strategischen Beschaffung und der Entwicklung von Vereinbarungen (ISO 41012:2017)
Facility management - Directives sur le procédé d'approvisionnement stratégique et d'élaboration des accords (ISO 41012:2017)
Le présent document donne des recommandations relatives au processus d'approvisionnement et d'élaboration des accords en facility management (FM). Il souligne:
— les éléments essentiels des processus d'approvisionnement de FM;
— les rôles et responsabilités relatives au FM dans les processus d'approvisionnement;
— les processus d'élaboration et les structures des modèles d'accords courants.
Le présent document est applicable:
— aux processus stratégiques associés aux fonctions de service et de support du cœur de métier;
— au développement de stratégies de FM;
— à l'élaboration d'accords de fourniture de service de gestion des installations qui couvrent la demande publique comme privée et les options de production et fourniture internes et externes;
— au développement de systèmes d'information de FM;
— à l'éducation et la recherche en FM;
— au développement des organismes et aux processus de reconfiguration dans les principaux types d'environnements de travail (par exemple industrie, commerce, administration, secteur militaire, santé, logement).
Upravljanje objektov - Navodilo za strateško nabavo in pripravo dogovorov (ISO 41012:2017)
Standard ISO 41012:2017 podaja smernice o nabavi in pripravi dogovorov za upravljanje objektov (FM). Poudarja:
· osnovne elemente za postopke nabave pri upravljanju objektov;
· vloge in odgovornosti upravljanja objektov pri postopkih nabave;
· razvojne postopke in strukture tipičnih modelov dogovorov.
Standard ISO 41012:2017 se uporablja za:
· strateške postopke, povezane s storitvenimi in podpornimi funkcijami za temeljne poslovne dejavnosti;
· razvoj strategij za upravljanje objektov;
· sestavljanje dogovorov o zagotavljanju storitev za objekt na področju javnega in zasebnega povpraševanja ter notranjih in zunanjih možnosti proizvodnje/dobave;
· razvoj informacijskih sistemov za upravljanje objektov;
· izobraževanje in raziskave v povezavi z upravljanjem objektov;
· postopki razvoja organizacije in prestrukturiranja poslovanja pri večjih vrstah delovnih okolij (npr. industrijska, komercialna, upravna, vojaška, zdravstvena in nastanitvena okolja).
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
01-oktober-2018
1DGRPHãþD
SIST EN 15221-2:2007
Upravljanje objektov - Navodilo za strateško nabavo in pripravo dogovorov (ISO
41012:2017)
Facility management - Guidance on strategic sourcing and the development of
agreements (ISO 41012:2017)
Facility Management - Leitfaden zur strategischen Beschaffung und der Entwicklung von
Vereinbarungen (ISO 41012:2017)
Facility management - Directives sur le procédé d'approvisionnement stratégique et
d'élaboration des accords (ISO 41012:2017)
Ta slovenski standard je istoveten z: EN ISO 41012:2018
ICS:
03.080.10 Vzdrževalne storitve. Maintenance services.
Upravljanje objektov Facilities management
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EN ISO 41012
EUROPEAN STANDARD
NORME EUROPÉENNE
June 2018
EUROPÄISCHE NORM
ICS 03.080.10 Supersedes EN 15221-2:2006
English Version
Facility management - Guidance on strategic sourcing and
the development of agreements (ISO 41012:2017)
Facility management - Directives sur le procédé Facility Management - Leitfaden zur strategischen
d'approvisionnement stratégique et d'élaboration des Beschaffung und der Entwicklung von Vereinbarungen
accords (ISO 41012:2017) (ISO 41012:2017)
This European Standard was approved by CEN on 6 April 2018.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2018 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 41012:2018 E
worldwide for CEN national Members.
Contents Page
European foreword . 3
European foreword
The text of ISO 41012:2017 has been prepared by Technical Committee ISO/TC 267 “Facility
management” of the International Organization for Standardization (ISO) and has been taken over as
which is held by NEN.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by December 2018, and conflicting national standards
shall be withdrawn at the latest by December 2018.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes EN 15221-2:2006.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta,
Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.
Endorsement notice
The text of ISO 41012:2017 has been approved by CEN as EN ISO 41012:2018 without any modification.
INTERNATIONAL ISO
STANDARD 41012
First edition
2017-04
Facility management — Guidance
on strategic sourcing and the
development of agreements
Facility management — Directives sur le procédé
d’approvisionnement stratégique et d’élaboration des accords
Reference number
ISO 41012:2017(E)
©
ISO 2017
ISO 41012:2017(E)
© ISO 2017, Published in Switzerland
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ii © ISO 2017 – All rights reserved
ISO 41012:2017(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Sourcing strategy and understanding the core business context . 1
4.1 Sourcing strategy . 1
4.2 Strategic, tactical and operational level . 3
4.2.1 General. 3
4.2.2 Strategic level . 3
4.2.3 Tactical level . . 3
4.2.4 Operational level . 4
5 Sourcing process in FM . 4
5.1 Process flow chart . 4
5.2 Identify and analyse current and future needs and expectations . 5
5.3 Translate needs into requirements . 7
5.4 Determine the service levels . 7
5.5 Identify service delivery options . 9
5.6 Business case development and analysis .10
5.6.1 General.10
5.6.2 Financial considerations .10
5.6.3 Investment strategy .10
5.6.4 Estimate costs and added value .11
5.6.5 Pricing strategy .11
5.6.6 Risk analysis .12
5.6.7 Different levels of agreement .13
5.6.8 Project strategy .13
5.6.9 Establish a business case for service options .13
5.7 Select preferred sourcing/service delivery option .14
6 Facility service provision .15
6.1 Principle options .15
6.2 Internal service provision .16
6.3 External service provision .16
7 Main characteristics of FM agreements .17
7.1 General .17
7.2 Essential components .18
7.2.1 Term .18
7.2.2 Subcontracting .18
7.2.3 Allocation of management responsibility and communication .18
7.2.4 Service levels agreements (SLAs) .19
7.2.5 Termination of contracts . .19
7.3 Agreement structure and content .19
8 Common considerations in agreements .19
8.1 Flexibility .19
8.2 Performance criteria .19
8.3 Information responsibilities.20
8.4 Reporting and auditing procedures .20
8.5 Continuous improvement, best practice and innovation .
...
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