prEN 15221-4
(Main)Facility Management - Part 4: Taxonomy, Classification and Structures in Facility Management
Facility Management - Part 4: Taxonomy, Classification and Structures in Facility Management
FM covers and integrates a very broad scope of processes, products / services, activities and facilities. The approach of this standard is to consider the added value provided to the primary activities by adopting a product perspective as recognised by the primary processes or core business in the organisation. This standard therefore introduces the concept of standardised (classified) facility products.
The scope of this standard is to provide taxonomy for FM which includes:
- relevant interrelationship of elements and their structures in FM;
- definitions of terms and contents to standardise facility products which provide a basis for cross border trade, data management, cost allocation and benchmarking;
- a high level classification and hierarchical coding structure for the standardised facility products;
- expanding the basic FM model given in EN 15221-1 by adding a time scale in the form of the quality cycle called PDCA (Plan, Do, Check, Act);
- a linkage to existing cost and facilities structures;
- alignment with the primary activities requirements.
Additional benefits from this standard are:
- Introducing a client rather than a specifically asset oriented view;
- harmonisation of different existing national structures (e.g. building cost codes) on an upper level relevant for the organisation and its primary activities.
Facility Management - Teil 4: Taxonomie, Klassifikation und Strukturen im Facility Management
Facility Management behandelt und integriert einen sehr breiten Anwendungsbereich von Prozessen, Produkten/Dienstleistungen, Aktivitäten und Facilities. Der FM-Ansatz in dieser Norm besteht darin, den für Hauptaktivitäten geschaffenen Mehrwert aus Produktperspektive zu betrachten, wie sie von den Hauptprozessen bzw. dem Kerngeschäft in der Organisation gesehen wird. Diese Norm führt deshalb das Konzept der standardisierten (klassifizierten) Facility-Produkte ein.
Der Anwendungsbereich dieser Norm besteht in der Bereitstellung einer Taxonomie für das FM, die Folgendes umfasst:
— relevante Wechselbeziehungen von Elementen und deren Strukturen im FM;
— Definitionen von Begriffen und Inhalten zu standardisierten Facility-Produkten, die eine Grundlage für grenzüberschreitendes Handeln, Datenmanagement, Kostenumlage und für das Benchmarking bilden;
— eine übergeordnete Klassifikation und hierarchische Strukturierung für die standardisierten Facility-Produkte;
— Erweiterung des in ISO 41011 angegebenen FM-Grundmodells um eine Prozessdimension in Form des PDCA-Qualitätszyklus (PDCA, Plan, Do, Check, Act, de: Planen, Durchführen, Prüfen, Handeln);
— eine Verbindung zu bestehenden Kosten- und Facilities-Strukturen;
— Anpassung an die Anforderungen der Hauptaktivitäten.
Zusätzliche Vorteile dieser Norm sind:
— Einführung einer auftraggeberorientierten anstelle einer rein immobilienorientierten Betrachtungsweise;
— Harmonisierung von bestehenden, unterschiedlichen nationalen Strukturen (z. B. Gebäude-Kosten-schlüssel) auf einem für die Organisation und deren Hauptaktivitäten relevanten hohen Niveau.
Facility management - Taxinomie, classification et structures en facility management
Le FM couvre et intègre un très large éventail de processus, produits/services, activités et installations. L’approche de la présente norme consiste à étudier la valeur ajoutée aux activités principales du point de vue du produit tel que reconnu par les processus principaux ou les activités principales de l’organisme. La présente norme introduit par conséquent le concept de produits normalisés (classés) de gestion des installations.
La présente norme a pour objet de fournir une taxinomie relative au FM qui inclut :
— la corrélation pertinente entre les éléments et leurs structures en FM ;
— les définitions des termes et contenu de normalisation des produits de gestion des installations qui fournissent la base d’un commerce transfrontière, de la gestion des données, de la ventilation des coûts et de l’étalonnage comparatif ;
— une classification de haut niveau et une structure de codage hiérarchique pour les produits normalisés de gestion des installations ;
— l’extension du modèle de FM de base donné dans l’ISO 41011 en ajoutant une échelle de temps sous la forme d’un cycle de la qualité appelé roue de Deming (PDCA — Planifier, Réaliser, Vérifier, Agir) ;
— une relation avec les structures de coûts et d’installations existantes ;
— un alignement sur les exigences concernant les activités principales.
La présente norme présente les avantages supplémentaires suivants :
— introduction d’une vision orientée sur le donneur d’ordres et non d’une vision spécifiquement orientée sur les actifs ;
— harmonisation des différentes structures nationales existantes (par exemple, codes relatifs au coût de construction) à un niveau supérieur pertinent pour l’organisme et ses activités principales.
Upravljanje objektov in storitev - 4. del: Taksonomija, klasifikacija in struktura pri upravljanju objektov in storitev
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
01-januar-2019
Upravljanje objektov in storitev - 4. del: Taksonomija, klasifikacija in struktura pri
upravljanju objektov in storitev
Facility Management - Part 4: Taxonomy, Classification and Structures in Facility
Management
Facility Management - Teil 4: Taxonomie, Klassifikation und Strukturen im Facility
Management
Facility management - Taxinomie, classification et structures en facility management
Ta slovenski standard je istoveten z: prEN 15221-4
ICS:
03.080.10 Vzdrževalne storitve. Maintenance services.
Upravljanje objektov Facilities management
91.040.01 Stavbe na splošno Buildings in general
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
DRAFT
EUROPEAN STANDARD
NORME EUROPÉENNE
EUROPÄISCHE NORM
November 2018
ICS 03.080.10 Will supersede EN 15221-4:2011
English Version
Facility Management - Part 4: Taxonomy, Classification
and Structures in Facility Management
Facility management - Taxinomie, classification et Facility Management - Teil 4: Taxonomie, Klassifikation
structures en facility management und Strukturen im Facility Management
This draft European Standard is submitted to CEN members for enquiry. It has been drawn up by the Technical Committee
CEN/TC 348.
If this draft becomes a European Standard, 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.
This draft European Standard was established by CEN 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.
Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are
aware and to provide supporting documentation.
Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without
notice and shall not be referred to as a European Standard.
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. prEN 15221-4:2018 E
worldwide for CEN national Members.
Contents Page
European foreword . 4
Introduction . 5
1 Scope . 7
2 Normative references . 7
3 Terms and definitions . 7
3.1 General taxonomy of Facility Management related terms and definitions . 8
3.2 Financial and administrative terms and definitions . 9
3.3 Definitions of main standardized facility products . 11
4 Derivation of Facility Products and Relationship Model . 12
4.1 General . 12
4.2 The generic structures needed to describe a facility product . 13
4.3 Facility Management relationship model . 14
4.4 Processes . 17
4.4.1 General . 17
4.4.2 Facility Management Processes . 17
4.4.3 Classification of facility products . 17
4.5 The quality cycle in the FM relationship model . 17
4.6 Client perspective and national customs. 18
5 Description of the Standardized Facility Products . 19
Annex A (informative) Graphic representation of the Facility Product Map . 72
Annex B (informative) Additional comments to specific Facility Products . 78
B.1 Reference to the concept of the FM model and interaction with organization . 78
B.2 Product FM – Facility Management – Strategic Integration . 79
B.3 Product 1000 Tactical Integration (Space and Infrastructure) and 2000 Tactical
Integration (People and Organization) . 80
B.3.1 General . 80
B.3.2 Roles . 80
B.3.3 Space and Infrastructure products - organisational role model . 80
B.3.4 People and Organization products - organisational role model . 81
B.4 Product 9100 Sustainability . 82
B.5 Product 9200 Quality . 82
B.6 Product 1100 Space . 82
B.7 Product 1110 Building initial performance . 84
B.8 Products 1120 Asset Replacement and Refurbishment and 1160 Maintenance and
Operation . 86
B.9 Product 1170 Utilities . 87
Annex C (informative) Graphic Representation of FM Process Matrix . 88
Annex D (informative) Structures . 91
D.1 Description of facilities and activities . 91
D.1.1 Facilities (e.g. space, equipment, consumables) . 91
D.1.2 Facilities (e.g. space, equipment, consumables) . 91
D.1.3 Activities . 92
D.2 Physical structure – facility product structure . 93
Annex E (informative) Cost and revenue considerations in Facility Management . 94
E.1 Facility Management cycle . 94
E.2 Model of FM as a cost centre providing facility products . 95
E.3 Representation of Facility Management in accounting systems . 96
E.4 From standardized facility products to ‘individual’ facility services . 98
Bibliography . 100
European foreword
This document (prEN 15221-4:2018) has been prepared by Technical Committee CEN/TC 348 “Facility
Management”, the secretariat of which is held by NEN.
This document will supersede EN 15221-4:2011.
This European Standard is one of the series ISO 41000 and EN 15221 “Facility Management” which
consists of the following parts:
1. ISO 41011:2017 Facility Management - Vocabulary
2. ISO 41012:Facility Management – Guidance on strategic sourcing and the development of
agreements
3. ISO 41013 Facility Management – scope, key concepts and benefits
4. EN 15221 Part 3: Guidance on quality in Facility Management
5. EN 15221 Part 4: Taxonomy, Classification and Structures in Facility Management
6. EN 15221 Part 5: Guidance on Facility Management processes
7. EN 15221 Part 6: Area and Space measurement in Facility Management
8. EN 15221 Part 7: Performance Benchmarking
NOTE With the addition of the ISO standards, Part 1 and Part 2 of EN 15221 are withdrawn.
Introduction
In 2013 the initiative was taken to interest parties at ISO level for the FM suite of standards of Europe,
the EN 15221 parts 1 to 7. This resulted in the re-development of the standards for vocabulary,
sourcing and agreements.
The result consists of the parts:
• ISO 41011 Facility Management – Vocabulary
• ISO 41012 Facility Management – Guidance on strategic sourcing and the development of
agreements.
• ISO/TR 41013 Facility Management – Scope. Key concepts and benefits.
These standards also build on widely accepted management principles, in particular value chain
(Porter, M E, (1985), “Competitive Advantage: creating and sustaining superior performance”, Free
Press, New York) and quality control (PDCA. Deming, W E (1986), “Out of the Crisis”, MIT, Cambridge).
Reference to ISO 10014:2006, Quality management – Guidelines for realizing financial and economic
benefits.
The principles of the Deming cycle (PDCA) underpin all of the standards but are applied to a different
extent and depth in each. In fact, there are different types of PDCA cycles depending of the term (e.g.
long term, short-term).
These standards align to EN ISO 9000 family of standards for Quality Management Systems and apply
specific guidance on the concepts and use of a process-based approach to management systems to the
field of Facility Management.
The term “facility services” is used as a generic description in the standards. The term “standardized
facility products” refers to the “standardized facility services” defined and described in EN 15221-4,
Facility Management — Part 4: Taxonomy, Classification and Structures in Facility Management.
Countries can decide to substitute the term “product' into “service”, when they consider that it is
important for a good acceptance and use of the standards in their own country.
The aim of all the standards is to provide guidance to Facility Management (FM) organizations on the
development and improvement of their FM processes to support the primary activities. This will
support organizational development, innovation and improvement and will form a foundation for the
further professional development of FM and its advancement in Europe. Therefore, generic examples
are provided in the standard to assist organizations.
These standards lay the foundation of the work that has to be done further more in developing Facility
Management, for example, benchmark standards EN 15221-7.
In the European Standard ISO 41011 Facility Management is defined as the integration of processes that
support the primary business of an organization. Facility Management (FM) according to this definition
envisages a business model that encourages an organization to optimize its support services. The key
focus is to improve the effectiveness of the primary activities of an organization by streamlining the
service provision and interaction of the parties.
Accessibility to the resources necessary to facilitate knowledge development, innovation and business
improvement are important in a global market where leading edge practices are maintaining or
improving competitive advantage as key objectives of a successful business or governmental
organization. Taxonomy provides a framework within which knowledge is able to be identified and
categorized for ease of access by pra
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