ISO/TR 41013:2017

Facility management — Scope, key concepts and benefits

ISO/TR 41013:2017 outlines the scope, key concepts and benefits of facility management (FM) and provides a context for the use and application of the terms defined in ISO 41011.

Facility management — Domaine d'application, concepts clés et bénéfices

General Information

• Status: Published
• Publication Date: 10-Jul-2017
• ICS: 03.080.10 - Maintenance services. Facilities management
• Technical Committee: ISO/TC 267 - Facility management
• Drafting Committee: ISO/TC 267 - Facility management
• Current Stage: 6060 - International Standard published
• Completion Date: 11-Jul-2017

Standards Content (Sample)

TECHNICAL ISO/TR
REPORT 41013
First edition
2017-07
Facility management — Scope, key
concepts and benefits
Facility management — Domaine d’application, concepts clés et
bénéfices
Reference number
ISO/TR 41013:2017(E)
©
ISO 2017

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ISO/TR 41013:2017(E)

COPYRIGHT PROTECTED DOCUMENT
© ISO 2017, Published in Switzerland
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ISO/TR 41013:2017(E)

Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Scope of FM . 1
5 Business process background of FM . 1
5.1 Business process . 1
5.2 Core business/primary activities and separating the support processes . 2
5.3 Assigning support processes to FM . 2
6 Key concepts in FM . 2
6.1 FM model . 2
6.2 Broad scope of FM and facility services . 3
7 Purpose and benefits of FM . 3
7.1 General . 3
7.2 Productivity . 4
7.3 Impact on people . 4
7.4 Risk mitigation . 4
7.5 Sustainability . 5
7.6 Identity. 5
7.7 Cost and quality . 5
Bibliography . 7
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ISO/TR 41013:2017(E)

Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
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For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and
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URL: w w w . i s o .org/ iso/ foreword .html.
This document was prepared by Technical Committee ISO/TC 267, Facility management.
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ISO/TR 41013:2017(E)

Introduction
The International Standards on facility management (FM) developed by ISO/TC 267 describe the
characteristics of facility management and are intended for use in both the private and public sectors.
NOTE The terms “facility management” and “facilities management” can be used interchangeably.
International cooperation in the preparation of these International Standards has identified common
practices that can be applied across a broad variety of market sectors, organizational types, process
activities and geographies, and their implementation will help to:
— improve quality, productivity and financial performance;
— enhance sustainability and reducing negative environmental impact;
— develop functional and motivating work environments;
— maintain regulatory compliance and provide safe workplaces;
— optimize life cycle performance and costs;
— improve resilience and relevance;
— project an organization’s identity and image more successfully.
Without International Standards, the development of FM is market-driven, with the risk that developing
nations and smaller organizations are either left to accept what they are offered, regardless of its
suitability to their culture and needs, or otherwise subsumed by what the major supply side providers
offer. At the same time, global providers are unable to compete as effectively as they could because of
the absence of a single standard for the planning and description of FM and related support services.
The development of the market for FM has been hampered by the absence of a common global structure
with associated standards. In particular, small organizations, both buyers and suppliers, have been
hindered in participating effectively in their respective markets. The sector needs standards against
which FM, facility services and management systems can be assessed and measured.
This document makes use of concepts from other standards in the field of FM and introduces FM
concepts which could be the subject of future standardization work.
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TECHNICAL REPORT ISO/TR 41013:2017(E)
Facility management — Scope, key concepts and benefits
1 Scope
This document outlines the scope, key concepts and benefits of facility management (FM) and provides
a context for the use and application of the terms defined in ISO 41011.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 41011, Facility management — Vocabulary
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 41011 apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at http:// www .iso .org/ obp
— IEC Electropedia: available at http:// www .electropedia .org/
4 Scope of FM
All organizations rely on support processes, which are often critical to their core business. FM integrates
and optimizes a broad spectrum of support processes and delivers their output (the facility services),
which enable the demand organization to focus on its primary activities. The aim of FM is to ensure
that this support is available in line with the organization’s mission and strategy, e.g. in an appropriate
form, defined quality and quantity, and provided in a cost effective manner.
In the past, there have been different understandings of the concept of FM globally, regionally,
nationally or even within different types of organizations. FM capabilities have evolved in different
ways in different countries, as has the quality of service provided. Demand organization expectations
have evolved from local to national, and are now becoming global.
As a result of this evolution, the term FM is now used in different ways. Meanings range from a strategic
business process model that integrates support services, to the name of the unit or entity in an
organization managing these services, or even down to the discipline taught.
NOTE The term FM is also sometimes used for the provision of (single) operational services such as
cleaning or housekeeping. Within this document, the term “facility service” is used in this context, which is more
appropriate given the integrative function in the definition of FM.
5 Business process background of FM
5.1 Business process
To understand FM, an understanding of where the FM organization fits within the core business is
essential.
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ISO/TR 41013:2017(E)

5.2 Core business/primary activities and separating the support processes
The primary activities of an organization constitute its distinctive and indispensable competencies in
its value chain. Every organization relies on support services that provide an infrastructure within
which the primary activities can be achieved effectively. The relationship and interface between
facilities processes and the primary activities need to be decided by each organization according to the
needs of that organization, and should be reviewed as those needs and the competitive environment
evolves.
EXAMPLE In the case of an automobile manufacturer, the primary activity of the organization is the
manufacture of automobiles. The factory is a facility that supports the primary activity, a manufacturing
operation. The FM organization has processes and activities that allow the effective manufacture of automobiles,
i.e. the appropriate environment, power for manufacturing, and
...