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AS ISO 41012:2019
$242.18
Facility management — Guidance on strategic sourcing and the development of agreements
The objective of this Standard is to provide guidance on sourcing and development of agreements in facilities management (FM).
Table of contents
Header
About this publication
Preface
Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Sourcing strategy and understanding the core business context
4.1 Sourcing strategy
4.2 Strategic, tactical and operational level
4.2.1 General
4.2.2 Strategic level
4.2.3 Tactical level
4.2.4 Operational level
5 Sourcing process in FM
5.1 Process flow chart
5.2 Identify and analyse current and future needs and expectations
5.3 Translate needs into requirements
5.4 Determine the service levels
5.5 Identify service delivery options
5.6 Business case development and analysis
5.6.1 General
5.6.2 Financial considerations
5.6.3 Investment strategy
5.6.4 Estimate costs and added value
5.6.5 Pricing strategy
5.6.5.1 General
5.6.5.2 Price and rate mechanisms
5.6.5.3 Performance-based payments
5.6.6 Risk analysis
5.6.7 Different levels of agreement
5.6.8 Project strategy
5.6.9 Establish a business case for service options
5.7 Select preferred sourcing/service delivery option
6 Facility service provision
6.1 Principle options
6.2 Internal service provision
6.3 External service provision
7 Main characteristics of FM agreements
7.1 General
7.2 Essential components
7.2.1 Term
7.2.2 Subcontracting
7.2.3 Allocation of management responsibility and communication
7.2.4 Service levels agreements (SLAs)
7.2.5 Termination of contracts
7.3 Agreement structure and content
8 Common considerations in agreements
8.1 Flexibility
8.2 Performance criteria
8.3 Information responsibilities
8.4 Reporting and auditing procedures
8.5 Continuous improvement, best practice and innovation
8.6 Asset replacement and project activity
8.7 Communication
8.8 Regulations
8.9 Corporate standards
8.10 Termination of agreements
9 Preparation and development of an agreement
9.1 General
9.2 Preparation phase
9.3 Pre-qualification phase
9.4 Tender/negotiation phase
9.5 Agreement preparation phase
9.6 Signature phase
9.7 Implementation phase
9.7.1 Mobilization phase
9.7.2 Validation phase
9.7.3 Operational phase
9.7.4 Termination phase
10 Measure service provision performance
10.1 General
10.2 Measuring effectiveness
10.3 Outputs
Annex A
Annex B
B.1 General
B.2 Examples of a business case
Annex C
Annex D
D.1 General
D.2 Key attributes of SLAs
D.3 Process for preparing an SLA
D.3.1 Step 1: Scope of services
D.3.2 Step 2: Conditions
D.3.3 Step 3: Service quality and service level
D.3.4 Step 4: Method
D.3.5 Step 5: Performance metrics and measurement
D.3.6 Step 6: Gap and conflict resolution
D.3.7 Step 7: Emergency situations
D.4 Success factors
D.5 Structure of an agreement – SLA clauses
Bibliography
Cited references in this standard
Please select a variation to view its description.
Published | 28/06/2019 |
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Pages | 52 |
Please select a variation to view its pdf.