Facility Management - Part 8: Principles and processes

This document
-    specifies fundamentals, principles, and processes for Facility Management and provides methods which enable the implementation and use of these within any organization;
-    specifies criteria to support organisational decisions;
-    gives guidance for development and improvement of the FM processes to support and enable the function of the primary activities.
This standard is based on and replaces EN 15221- 3, - 4, - 5 and -7.

Facility Management - Teil 8 : Grundsätze und Prozesse

Dieses Dokument:
- legt Grundlagen, Prinzipien und Prozesse für das Facility Management fest und enthält Verfahren, die die Implementierung und Nutzung derselben innerhalb jeder Organisation ermöglichen;
- legt Kriterien zur Unterstützung organisatorischer Entscheidungen fest;
- bietet eine Anleitung für die Entwicklung und Verbesserung der FM-Prozesse, um die Funktion der Haupt
aktivitäten zu unterstützen und zu ermöglichen.
Dieses Dokument basiert auf und ersetzt EN15221-3, EN15221-4, EN15221-5 und EN15221-7.

Facility Management - Partie 8 : Principes et processus

Le présent document :
— spécifie les bases, les principes et les processus du facility management et donne des méthodes qui permettent de les mettre en oeuvre et de les utiliser au sein d'un organisme ;
— spécifie des critères à l'appui des décisions de l'organisme ;
— donne des recommandations concernant l'élaboration et l'amélioration des processus de FM afin de soutenir et de permettre le bon déroulement des activités principales.
Le présent document est basé sur les normes EN 15221-3, EN 15221-4, EN 15221-5 et EN 15221-7 et les remplace.

Upravljanje objektov in storitev - 8. del: Načela in procesi

General Information

Status
Not Published
Publication Date
22-Dec-2024
Current Stage
4060 - Closure of enquiry - Enquiry
Start Date
07-Dec-2023
Due Date
02-Oct-2023
Completion Date
07-Dec-2023

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prEN 15221-8:2023 - BARVE
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SLOVENSKI STANDARD
01-december-2023
Upravljanje objektov in storitev - 8. del: Načela in procesi
Facility Management - Part 8: Principles and processes
Facility Management - Teil 8 : Grundsätze und Prozesse
Facility Management - Partie 8 : Principes et processus
Ta slovenski standard je istoveten z: prEN 15221-8
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.

DRAFT
EUROPEAN STANDARD
NORME EUROPÉENNE
EUROPÄISCHE NORM
September 2023
ICS
English Version
Facility Management - Part 8: Principles and processes
Facility Management - Principes et processus Facility Management - Grundsätze und Prozesse
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, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye 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
© 2023 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN 15221-8:2023 E
worldwide for CEN national Members.

Contents Page
European foreword . 6
Introduction . 7
Figure 1 — Elements of the FM business concept and their relation . 8
1 Scope . 10
2 Normative references . 10
3 Terms, definitions, and abbreviations . 10
3.1 Terms, definitions. 10
3.2 Abbreviated terms . 11
4 Organization . 12
4.1 Introduction . 12
4.2 Fundamentals . 13
4.3 Principles and key messages . 15
4.4 Understanding of FM . 15
4.5 FM integration into the organization. 16
Figure 3 — The three levels of interaction between demand and supply . 17
4.6 Relation of terms . 18
Figure 4 — Scope and relation of main FM terms in the FM business concept . 19
4.7 Scope of FM . 19
4.7.1 General. 19
4.7.2 Sustainable management approach of FM . 19
4.7.3 Competences . 20
4.7.4 Resources managed by FM . 20
4.7.5 Work environment for primary processes . 20
4.7.6 Buildings (space) . 20
4.7.7 Specific requirement: compliance to laws and regulations . 21
4.7.8 Consequences of low level of FM . 21
4.8 Influence of ownership of real estate and their use in an organization . 21
4.9 Maturity of FM implementation in an organization . 21
4.10 Restrictions in practice . 22
4.11 Relation to other management functions . 22
5 Need, demand, requirement . 23
5.1 Principles and key messages . 23
5.2 Pathway from needs to experiencing delivery . 23
5.2.1 Expectations. 23
5.2.2 Analyse needs and demand . 23
5.2.3 Specify requirements . 24
5.2.4 Requirements from primary activity . 24
5.2.5 Defined requirement in SL/SLA . 25
5.2.6 Delivery . 25
5.2.7 Perception . 25
5.3 Example sustainability requirements . 25
5.3.1 General. 25
5.3.2 Resilience . 26
5.3.3 Emission reduction goal . 27
6 Roles and management competences . 27
6.1 Principles and key messages . 27
6.2 Role model . 28
6.3 Competences assignment matrix . 29
Figure 6 — Schematic of the FM roles and competences assignment matrix . 30
6.4 Competences on strategic level . 30
7 Processes . 31
7.1 Principles and key messages . 31
7.2 Description . 31
Figure 7 — The four dimensions (bold) required to describe facility processes and facility
services adequately (following EN ISO 9000 and EN ISO 14001) . 32
7.3 Generic management processes on strategic, tactical, and operational level . 32
Table 3 — Matrix of generic facility processes on tactical level (SOURCE: EN 15221-4:2011
[2]). 34
Table 4 — Matrix of generic facility processes on operational level (SOURCE:
EN 15221-4:2011 [2]) . 34
7.4 Horizontal (PDCA), vertical (top-down, bottom-up) and combined process chains . 35
7.5 Sourcing – in-house vs. outsourcing or out-tasking . 35
7.6 Example: Sourcing and service delivery process chain . 35
Figure 8 — Service delivery process chain with references to the GMP . 36
7.7 Example real estate delivery process . 36
Figure 9 — Infrastructure delivery process chain with references to the GMP . 36
7.8 Strategy development S4.1 – example building and asset maintenance . 36
7.9 Assessing Facility Management processes . 37
8 Process output – products, facility services . 38
8.1 Principles and key messages . 38
8.2 Use of the facility services map . 38
Figure 10 — Hierarchy of standardized facility services (facility services map top levels) . 40
8.3 Asset accounting . 41
Figure 11 — Relation between services map and asset accounting / life cycle costing
(SOURCE: EN 15221-4:2011, Figure B.9 [2]) . 41
8.4 Income . 42
9 Quality . 42
9.1 Principles and key messages . 42
9.2 Importance of quality in FM . 43
9.3 Quality - criteria, background, elements and influences . 43
9.4 Type of Characteristics . 44
Figure 12 — Elements and influences to quality in Facility Management (SOURCE:
EN 15221-3:2011, Figure 1 [1]) . 45
9.5 Quality Management. 45
9.6 Quality management processes. 46
9.7 Ensuring quality within FM agreement lifecycle with performance indicators . 46
9.8 Elaborate Service Level . 47
9.9 Quality performance measuring .
...

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