BS EN 15221-5-2011 Facility management Guidance on facility management processes《设备管理 设备管理过程指南》.pdf

1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS EN 15221-5:2011Facility ManagementPart 5: Guidance on Facility ManagementprocessesBS EN 15221-5:2011 BRITISH STANDARDNational forewordThis British Standard is the UK implement

2、ation of EN 15221-5:2011.The UK participation in its preparation was entrusted to TechnicalCommittee FMW/1, Facilities management.A list of organizations represented on this committee can beobtained on request to its secretary.This publication does not purport to include all the necessaryprovisions

3、of a contract. Users are responsible for its correctapplication. BSI 2011ISBN 978 0 580 63920 3ICS 03.080.99; 91.140.01Compliance with a British Standard cannot confer immunity fromlegal obligations.This British Standard was published under the authority of theStandards Policy and Strategy Committee

4、 on 31 October 2011.Amendments issued since publicationDate Text affectedBS EN 15221-5:2011EUROPEAN STANDARD NORME EUROPENNE EUROPISCHE NORM EN 15221-5 October 2011 ICS 03.080.99; 91.140.01 English Version Facility Management - Part 5: Guidance on Facility Management processes Facilities management

5、- Partie 5: Guide relatif au dveloppement et lamlioration des processus Facility Management - Teil 5: Leitfaden fr Facility Management Prozesse This European Standard was approved by CEN on 8 July 2011. CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the con

6、ditions for giving this European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN member. This European Standard exis

7、ts 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 sta

8、ndards 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, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and

9、 United Kingdom. EUROPEAN COMMITTEE FOR STANDARDIZATION COMIT EUROPEN DE NORMALISATION EUROPISCHES KOMITEE FR NORMUNG Management Centre: Avenue Marnix 17, B-1000 Brussels 2011 CEN All rights of exploitation in any form and by any means reserved worldwide for CEN national Members. Ref. No. EN 15221-5

10、:2011: EBS EN 15221-5:2011EN 15221-5:2011 (E) 2 Contents Page Foreword 3Common Introduction for the European Standards EN 15221-3, EN 15221-4, EN 15221-5 and EN 15221-6 .4Introduction to Guidance on Facility Management Processes 61 Scope 72 Normative references 73 Terms and definitions .74 Principle

11、s of Facility Management processes 94.1 General 94.2 Summary .94.3 Basic principles 104.4 Facility management processes . 114.5 Structure of FM Processes 115 Developing Facility Management Processes . 155.1 Introduction . 155.2 The importance of Facility Management processes . 165.3 Facility Managem

12、ent processes at a strategic level . 175.4 Facility Management processes at a tactical level 235.5 Facility Management processes at operational level 306 Assessing Facility Management processes 336.1 Introduction . 336.2 Principles of FM organisation . 336.3 Step 1: Check the alignment of FM process

13、es with the organisations strategy . 346.4 Step 2: Check the connections between the FM processes 346.5 Step 3: Check the used data / information . 356.6 Step 4: Check the workflows . 356.7 Step 5: Check the controlling of FM processes 36Annex A (informative) Examples of generic processes . 37Annex

14、B (informative) Checklist . 42Bibliography . 43BS EN 15221-5:2011EN 15221-5:2011 (E) 3 Foreword This document (EN 15221-5:2011) has been prepared by Technical Committee CEN/TC 348 “Facility Management”, the secretariat of which is held by NEN. This European Standard shall be given the status of a na

15、tional standard, either by publication of an identical text or by endorsement, at the latest by April 2012, and conflicting national standards shall be withdrawn at the latest by April 2012. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

16、 rights. CEN and/or CENELEC shall not be held responsible for identifying any or all such patent rights. This European Standard is one of the series EN 15221 “Facility Management“ which consists of the following parts: Part 1: Terms and definitions Part 2: Guidance on how to prepare Facility Managem

17、ent agreements Part 3: Guidance on quality in Facility Management Part 4: Taxonomy, Classification and Structures in Facility Management Part 5: Guidance on Facility Management processes Part 6: Area and Space Measurement in Facility Management Part 7: Performance Benchmarking According to the CEN/C

18、ENELEC Internal Regulations, the national standards organizations of the following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithu

19、ania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and the United Kingdom. BS EN 15221-5:2011EN 15221-5:2011 (E) 4 Common Introduction for the European Standards EN 15221-3, EN 15221-4, EN 15221-5 and EN 15221-6 In 2002 the initiat

20、ive was taken to establish a European Standard for Facility Management benchmarking purposes. It was soon recognized that to reach this objective, preliminary standards had to be elaborated and published. The first result of that process was the standards EN 15221-1:2006 and EN 15221-2:2006. Based o

21、n the discussions in the development of those two standards the decision was made to develop four new European Standards for Quality, Taxonomy, Processes and Measurement. After the realization of those six standards it was possible to pursue developing a European Standard for Benchmarking prEN 15221

22、-7. The standards, EN 15221-3, EN 15221-4, EN 15221-5 and EN 15221-6 have been developed, adopted and agreed as a set of principles, underlying the Facility Management approach on EN 15221-1, to ensure consistency. These are incorporated in the basic principles of a process-based management system,

23、upon which these standards are founded. The FM-model of EN 15221-1 is shown below. Model EN 15221-1:2006 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 Pr

24、ess, New York) and quality control (PDCA (Plan, Do, Check, Act). Deming, W E (1986), “Out of the Crisis“, MIT, Cambridge). Reference to ISO 10014:2006, Quality management Guidelines for realizing financial and economic benefits. D E M A N D S P E C I F Y I N G SL As S U P P L Y DELI VERI NGSTRATEGIC

25、 TACTICAL OPERATIONAL Client Customer End User O R G A N I S A T I O N PROVI DERInternaland / orexternalPRIMARY PROCESSES SUPPORT PROCESSES KPIsFACILITY SERVICES PRIMARY ACTIVITIES Facility Management Agreement Client Customer End User N S A T I or / and PRIMARY PROCESSES PO T- PRIMARY Facility Mana

26、gem t agreement BS EN 15221-5:2011EN 15221-5:2011 (E) 5 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 standard

27、s align to EN ISO 9000 family of standards for Quality Management Systems and applies 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 t

28、erm “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 conside

29、r 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 orga

30、nizational 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

31、done further more in developing Facility Management, for e.g. benchmark standards prEN 15221-7 BS EN 15221-5:2011EN 15221-5:2011 (E) 6 Introduction to Guidance on Facility Management Processes The aim of the standard is to provide guidance to all stakeholders concerned by Facility Management (FM), e

32、specially providers and their clients on the development and improvement of their processes to support the primary activities. This will support organisational development, innovation and improvement and will form a foundation for the further professional development of FM and its advancement in Eur

33、ope. Facility Management is defined in EN15221:1:2006, Facility Management Terms and definitions as the “integration of processes within an organisation to maintain and develop the agreed services which support and improve the effectiveness of primary activities“. Underlying this definition is a pro

34、cess-based, management systems approach, as defined in the EN ISO 9000 series. Further development of European Standards in Facility Management, based on EN 15221-1:2006 will rely therefore on a better understanding of the processes involved and the mechanisms for their integration. These processes

35、need to be identified and described, mapped and modelled to produce a framework for Facility Management. This standard lays the foundations of further work in developing Facility Management standards and further develops the processes involved in creating FM agreements as described within EN 15221-1

36、:2006. The guidance provided in this standard established the need for the FM processes to start with analysing and having a clear picture of the client organisation and its primary processes as a basis for the development of the FM strategy. All major decisions along the route to final specificatio

37、n of service levels and qualities, choice of delivery model and eventually preparation of the appropriate form of procurement and agreements flow from this basis. This standard has been developed as one of four new standards and adopted an agreed set of principles, underlying the Facility Management

38、 approach, to ensure consistency. These are incorporated in the basic principles of a process-based management system upon which this standard is founded. The standard aligns to EN ISO 9000 family of standards for Quality Management Systems and applies specific guidance on the concepts and use of a

39、process-based approach to management systems to the field of Facility Management. The standard also builds on widely accepted management principles, in particular value chain (Porter, 1985) and quality control (Deming, 1986) which underlie process-based management systems. The process approach, desc

40、ribed in this standard, should be widely applicable across the European member countries. In order to do this they must build from the existing model in the previous standard (EN 15221-1:2006), be generic, and should not be too prescriptive and enable companies and organisations to adapt them to the

41、ir own processes. Through applying the standard, organisations should be able to understand the importance of facility management processes to their effectiveness and understand the need to assess the maturity of their existing processes. This will provide a basis for developing and improving the fa

42、cilities management processes through a consistent, process-based management approach. Generic examples are provided in the standard to assist organisations. Facility management processes are integrated at three organisational levels - operational, tactical and strategic. Agreements about the outcom

43、es of these processes need also to be made at these three levels: operational agreements with end-users, tactical agreement with business units and strategic agreement with the senior management group (board, managing directors). References: Porter, M E, (1985), “Competitive Advantage: creating and

44、sustaining superior performance“, Free Press, New York; Deming, W E (1986), “Out of the Crisis“, MIT, Cambridge. BS EN 15221-5:2011EN 15221-5:2011 (E) 7 1 Scope This European Standard provides guidance to FM organisations on the development and improvement of their processes to support the primary p

45、rocesses. This standard also sets out basic principles, describes high-level generic FM processes, lists strategic, tactical and operational processes and provides examples of process workflows. The standard is written from a primary processes, demand perspective for an audience of all stakeholders

46、in FM processes. 2 Normative references The following referenced documents are indispensable for the application 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 EN 15221-1

47、:2006, Facility Management Part 1: Terms and definitions EN 15221-3, Facility Management Part 3: Guidance on quality in Facility Management EN 15221-4, Facility Management Part 4: Taxonomy, Classification and Structures in Facility Management 3 Terms and definitions For the purposes of this document

48、, the terms and definitions given in EN 15221-1:2006 and the following apply. NOTE Key definitions from this standard are provided for completeness, in order that the standard can be more easily used. 3.1 activities tasks that are needed to complete deliverables 3.2 client organisation that procures

49、 facility services by means of a Facility Management agreement NOTE The client acts on a strategic level and has a general and/or key function in all stages of the relationship with the service provider. The customer specifies the facility services. EN 15221-1:2006 3.3 customer organisational unit that specifies and orders the delivery of facility services within the terms and conditions of a Facility Management agreement NOTE The customer acts o