Facility management - Scope, key concepts and benefits (ISO/TR 41013:2017)

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 - Regelungsbereich, wichtige Konzepte und Nutzen (ISO/TR 41013:2017)

Facility management - Domaine d'application, concepts clés et bénéfices (ISO/TR 41013:2017)

Upravljanje objektov in storitev - Področje uporabe, ključni koncepti in koristi (ISO/TR 41013:2017)

General Information

Status
Published
Public Enquiry End Date
20-Jan-2021
Publication Date
16-Mar-2021
Technical Committee
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
11-Mar-2021
Due Date
16-May-2021
Completion Date
17-Mar-2021

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SLOVENSKI STANDARD
SIST-TP CEN ISO/TR 41013:2021
01-maj-2021
Upravljanje objektov in storitev - Področje uporabe, ključni koncepti in koristi
(ISO/TR 41013:2017)
Facility management - Scope, key concepts and benefits (ISO/TR 41013:2017)
Facility Management - Regelungsbereich, wichtige Konzepte und Nutzen (ISO/TR
41013:2017)
Facility management - Domaine d'application, concepts clés et bénéfices (ISO/TR
41013:2017)
Ta slovenski standard je istoveten z: CEN ISO/TR 41013:2021
ICS:
03.080.10 Vzdrževalne storitve. Maintenance services.
Upravljanje objektov Facilities management
SIST-TP CEN ISO/TR 41013:2021 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST-TP CEN ISO/TR 41013:2021
---------------------- Page: 2 ----------------------
SIST-TP CEN ISO/TR 41013:2021
CEN ISO/TR 41013
TECHNICAL REPORT
RAPPORT TECHNIQUE
March 2021
TECHNISCHER BERICHT
ICS 03.080.10
English Version
Facility management - Scope, key concepts and benefits
(ISO/TR 41013:2017)

Facility management - Domaine d'application, concepts Facility Management - Regelungsbereich, wichtige

clés et bénéfices (ISO/TR 41013:2017) Konzepte und Nutzen (ISO/TR 41013:2017)

This Technical Report was approved by CEN on 22 February 2021. It has been drawn up by the Technical Committee CEN/TC

348.

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, 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

© 2021 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN ISO/TR 41013:2021 E

worldwide for CEN national Members.
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SIST-TP CEN ISO/TR 41013:2021
CEN ISO/TR 41013:2021 (E)
Contents Page

European foreword ....................................................................................................................................................... 3

---------------------- Page: 4 ----------------------
SIST-TP CEN ISO/TR 41013:2021
CEN ISO/TR 41013:2021 (E)
European foreword

The text of ISO/TR 41013:2017 has been prepared by Technical Committee ISO/TC 267 "Facility

management” of the International Organization for Standardization (ISO) and has been taken over as

CEN ISO/TR 41013:2021 by Technical Committee CEN/TC 348 “Facility Management” the secretariat of

which is held by SN.

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.

Endorsement notice

The text of ISO/TR 41013:2017 has been approved by CEN as CEN ISO/TR 41013:2021 without any

modification.
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SIST-TP CEN ISO/TR 41013:2021
---------------------- Page: 6 ----------------------
SIST-TP CEN ISO/TR 41013:2021
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
---------------------- Page: 7 ----------------------
SIST-TP CEN ISO/TR 41013:2021
ISO/TR 41013:2017(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2017, Published in Switzerland

All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form

or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior

written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of

the requester.
ISO copyright office
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. +41 22 749 01 11
Fax +41 22 749 09 47
copyright@iso.org
www.iso.org
ii © ISO 2017 – All rights reserved
---------------------- Page: 8 ----------------------
SIST-TP CEN ISO/TR 41013:2021
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

© ISO 2017 – All rights reserved iii
---------------------- Page: 9 ----------------------
SIST-TP CEN ISO/TR 41013:2021
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

constitute an endorsement.

For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO’s adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following

URL: w w w . i s o .org/ iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 267, Facility management.

iv © ISO 2017 – All rights reserved
---------------------- Page: 10 ----------------------
SIST-TP CEN ISO/TR 41013:2021
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.
© ISO 2017 – All rights reserved v
---------------------- Page: 11 ----------------------
SIST-TP CEN ISO/TR 41013:2021
---------------------- Page: 12 ----------------------
SIST-TP CEN ISO/TR 41013:2021
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.
...

SLOVENSKI STANDARD
kSIST-TP FprCEN ISO/TR 41013:2021
01-januar-2021
Upravljanje objektov in storitev - Področje uporabe, ključni koncepti in koristi
(ISO/TR 41013:2017)
Facility management - Scope, key concepts and benefits (ISO/TR 41013:2017)
Facility Management - Regelungsbereich, wichtige Konzepte und Nutzen (ISO/TR
41013:2017)
Facility management - Domaine d'application, concepts clés et bénéfices (ISO/TR
41013:2017)
Ta slovenski standard je istoveten z: FprCEN ISO/TR 41013
ICS:
03.080.10 Vzdrževalne storitve. Maintenance services.
Upravljanje objektov Facilities management
kSIST-TP FprCEN ISO/TR 41013:2021 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
---------------------- Page: 2 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
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
---------------------- Page: 3 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
ISO/TR 41013:2017(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2017, Published in Switzerland

All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized otherwise in any form

or by any means, electronic or mechanical, including photocopying, or posting on the internet or an intranet, without prior

written permission. Permission can be requested from either ISO at the address below or ISO’s member body in the country of

the requester.
ISO copyright office
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. +41 22 749 01 11
Fax +41 22 749 09 47
copyright@iso.org
www.iso.org
ii © ISO 2017 – All rights reserved
---------------------- Page: 4 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
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

© ISO 2017 – All rights reserved iii
---------------------- Page: 5 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
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

constitute an endorsement.

For an explanation on the voluntary nature of standards, the meaning of ISO specific terms and

expressions related to conformity assessment, as well as information about ISO’s adherence to the

World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see the following

URL: w w w . i s o .org/ iso/ foreword .html.

This document was prepared by Technical Committee ISO/TC 267, Facility management.

iv © ISO 2017 – All rights reserved
---------------------- Page: 6 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
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.
© ISO 2017 – All rights reserved v
---------------------- Page: 7 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
---------------------- Page: 8 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
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.
© ISO 2017 – All rights reserved 1
---------------------- Page: 9 ----------------------
kSIST-TP FprCEN ISO/TR 41013:2021
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 betwee

...

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