1、ICS 01.040.03; 01.040.91; 03.080.99; 91.040.01Gebudemanagement Begriffe und LeistungenForewordThis standard has been prepared by Technical Committee Gebudemanagement; Begriffe und Leistungenof the Normenausschuss Heiz- und Raumlufttechnik (HVAC Standards Committee).Ref. No. DIN 32736 : 2000-08Englis
2、h price group 07 Sales No. 010712.01DEUTSCHE NORM August 200032736Continued on pages 2 to 8. No part of this translation may be reproduced without the prior permission ofDIN Deutsches Institut fr Normung e. V., Berlin. Beuth Verlag GmbH, 10772 Berlin, Germany,has the exclusive right of sale for Germ
3、an Standards (DIN-Normen).Facility managementTerminology and scope of servicesTranslation by DIN-Sprachendienst.In case of doubt, the German-language original should be consulted as the authoritative text.1 ScopeThis standard defines concepts and describes services relating to facility management. I
4、t provides a commonterminology and acts as a service structuring tool. This standard does not purport to describe systems orspecify who is to perform the services described.2 Concepts2.1 Facility managementThe totality of services involved in the operation and management of buildings (including inst
5、allations andplant). Characterized by a holistic approach, it also encompasses asset management and infrastructuralservices.Facility management involves strategic planning, organization and monitoring with a view to adopting anintegral (as opposed to the traditional additive) approach.Facility manag
6、ement is divided into three areas: technical facility management, infrastructural facilitymanagement and asset management. These may also involve space management (see clause 4). Interfacesalso subsist with the space management system of the owner and users of the property.NOTE: Facility management
7、looks at the phase of use of one or more buildings with an eye to increasing theireconomic viability and maintaining their value, optimizing their utilization and minimizing resource inputwhile taking environmental aspects into due account. The optimization of services increases the qualityand effic
8、iency of buildings, as well as their operation and other related processes.Hands-on operation and management of buildings often provides feedback which may influence thedesign of conversions or new constructions, so that the principles of facility management can often beapplied at the project planni
9、ng stage.2.2 Technical facility managementAll services necessary for the operation and management of a building, and any installations and plantassociated with the building.2.3 Infrastructural facility managementAll services providing business support to improve the use of buildings.2.4 Asset manage
10、mentAll services relating to technical facility management and infrastructural facility management, paying dueregard to the principles of real estate economy.Page 2DIN 32736 : 2000-083 ServicesFacility management provides a precise and comprehensive definition of all user requirements. It integrates
11、 andcoordinates technological, economic and legal principles within the design and operation phases of buildingsand property. Facility management selects the type and scope of service requirement and specifies how servicesare to be organized.Duties fall into several categories, which may sometimes o
12、verlap: the strategic aspect, with emphasis on management objectives and decision-making; the administrative aspect, with emphasis on handling, organization and planning; the operative aspect, with emphasis on implementation and execution.The following services are given by way of example and are no
13、t listed in any order of priority. The list does notclaim to be exhaustive.3.1 Services relating to technical facility managementFacility managementTechnicalfacilitymanagementInfra-structuralfacilitymanagementAssetmanagementSpace managementAreas covered by facility managementOperationDocumentationEn
14、ergy managementInformation managementModernizationRenovation/refurbishmentBuilding retrofits/conversionsMonitoring of defects liabilityTechnical facility management3.1.1 OperationThe following action is required to ensure the efficient use of buildings, equipment and plant:a) taking possession;b) co
15、mmissioning;c) operating;d) monitoring, measurement and control;e) optimization;Page 3DIN 32736 : 2000-08f) maintenance (servicing, inspection, repair) as defined in DIN 31051;g) correcting of malfunctions;h) closing down;i) restarting;j) decommissioning;k) routine testing;l) documenting consumption
16、 levels;m) observing operating rules.3.1.2 DocumentationDocumentation covers the collation, storage and updating of all necessary data and information relating to theinventory and operational management, such as:a) inventory documents;b) consumption data;c) operating logs;d) operating instructions;e
17、) acceptance logs;f) service logs.3.1.3 Energy managementEnergy management covers duties such as:a) cross-trade analysis of energy consumers;b) devising ways to maximize potential;c) planning of measures from an economic perspective;d) calculation of cost-effectiveness;e) implementation of energy-co
18、nservation measures;f) recording of energy savings.3.1.4 Information managementInformation management covers all services relating to the acquisition, evaluation, passing on, and coordinationof information and reports relating to the operation of buildings and property. This involves conceptual plan
19、ning,appraisal and decision-making with respect to the use of all types of information, communication andautomation systems, such as:a) building automation;b) computer aided facility management;c) fire alarm systems/access control;d) burglar alarm systems;e) communications;f) telephone;g) video.3.1.
20、5 ModernizationModernization comprises those activities aimed at improving the condition of buildings, plant and equipmentwith the aim of bringing these into line with good engineering practice and increasing their cost-effectiveness.3.1.6 Renovation/refurbishmentRenovation/refurbishment comprises t
21、hose activities aimed at bringing up to standard buildings, plant andequipment that no longer satisfy technical, economic and/or ecological and regulatory requirements.3.1.7 Retrofits/conversionsRetrofits/conversions are necessitated by changes in the function or use of buildings, plant and equipmen
22、t.3.1.8 Monitoring of defects liabilityMonitoring of defects liability aims to ensure that buildings, plant and equipment fulfil their performancecommitments during the defects liability period, and covers activities such as:a) supervision of acceptance procedures and handovers;b) reception of notic
23、es of defects from technical operational management;c) recording of defects;d) filing of defects claims;Page 4DIN 32736 : 2000-08e) pursuance of remedial work;f) examining and acceptance of remedial work;g) providing support in obtaining back-up information.3.2 Services relating to infrastructural f
24、acility management3.2.1 CateringCatering covers all communal or welfare services revolving around catering, such as:a) procuring and preparing foodstuffs as main meals or snacks;b) equipping and running of restaurants, canteens or recreation rooms.3.2.2 Data processing servicesData processing servic
25、es cover all services relating to the set-up, commissioning and maintenance of electronicdata acquisition, preparation and interchange facilities providing support for processes, such as:a) securing of data;b) installation of software and updates;c) adapting data computer systems for new application
26、s;d) maintenance of computer systems;e) training courses, inductions and hotline services;f) correction of faults in hardware and software;g) commissioning of hardware.3.2.3 Grounds maintenanceGrounds maintenance covers all services relating to the upkeep and care of grounds (green areas, circulatio
27、nareas, recreational areas and facilities) and gardening work in and on buildings (roofs, faades, interior spaces),such as:a) watering, fertilizing, plant protection;b) preparatory cleaning;c) cutting, pruning, tying;d) resowing and replanting,e) mowing, verticulating, aerating, sanding;f) working o
28、f ground;CateringData processingGrounds maintenanceCaretaking serviceInternal mail serviceCopying and printingParking managementCleaning servicesSecurity servicesRemoval servicesFreight forwarding and logisticsWinter servicesCentral telecommunications servicesDisposalSupplyInfrastructural facility m
29、anagementPage 5DIN 32736 : 2000-08g) checking technical equipment;h) checking tree stability;i) winter protection.3.2.4 Caretaking servicesCaretaking services cover all services to ensure the smooth functioning of a building, such as:a) safety inspections;b) lift servicing;c) supervision of cleaning
30、;d) enforcing of in-house regulations;e) minor repair work.3.2.5 Internal mail serviceThe internal mail service comprises all services ensuring the dispatch and delivery of mail (including electronicmail) within buildings or property, such as:a) delivery and collection;b) distribution;c) reception a
31、nd transfer;d) enveloping and franking.3.2.6 Copying and printingCopying and printing covers all services to ensure the readiness for duty of reprographic machines and theproduction of matter, such as:a) provision, feeding, disposal and cleaning of reprographic and printing facilities;b) functional
32、tests of reprographic machines;c) accounting of copying and printing costs;d) printing and copying work.3.2.7 Parking managementParking management comprises all services to ensure the optimized use of parking space, such as:a) accounting and management of ticket machines;b) management of parking spa
33、ce.3.2.8 Cleaning and upkeepCleaning and upkeep comprises all services relating to the cleaning and upkeep of buildings, property orgrounds, such as:a) routine cleaning;b) cleaning of glazing;c) cleaning of faades;d) cleaning of grounds other than green areas;e) cleaning of floors and surfaces other
34、 than the above.3.2.9 Security servicesSecurity services cover all services to protect the building or property and their users from intrusion or accessby a third party by deception or force, such as:a) access control;b) object surveillance;c) security patrols;d) locking-up services;e) personal safe
35、ty;f) special surveillance;g) fire services;h) preventive fire protection.3.2.10 Removal servicesRemoval services cover all activities related to removals, such as:a) analysis of the required transport and installation services;b) scheduling and coordination of removal and installation work;c) organ
36、ization of any intermediate storage of furniture and interim problem-solving;Page 6DIN 32736 : 2000-08d) dismantling, transport, erection and commissioning of office furniture and information technologyequipment;e) acceptance of transport and installation services.3.2.11 Goods and logistics services
37、Goods and logistics services comprise all services ensuring the dispatching and delivery of freight and othergoods, such as:a) reception of goods;b) checking incoming goods;c) administering delivery documentation;d) packing outgoing goods;e) completing delivery documentation;f) contacting freight co
38、mpanies;g) dispatching goods.3.2.12 Winter servicesWinter services comprise all services to ensure safe access to buildings and property in the winter, in compliancewith the legal requirements, such as:a) gritting and snow clearance;b) establishing zonal priorities;c) provision of snow clearance equ
39、ipment;d) maintaining detailed records of operations.3.2.13 Central telecommunications servicesCentral telecommunications services comprise all services which ensure communications from a central point,such as:a) operating a switchboard or exchange;b) producing and maintaining an internal telephone
40、directory;c) recording charges (e.g. for private calls);d) call centres.These telecommunication services are intended solely to support business operations. They shall bedistinguished from information management as specified in subclause 3.1.4.3.2.14 Disposal servicesDisposal services comprise all s
41、ervices necessary to ensure waste disposal in compliance with the legalrequirements, such as:a) collection, sorting;b) transport;c) treatment and interim storage;d) consignment to the recycling process or final disposal.3.2.15 Supply managementSupply management covers all services ensuring the suppl
42、y of plant and systems with energy and with raw andauxiliary materials, and ancillaries, such as:a) procurement;b) storage/stockpiling;c) allocation.3.3 Asset managementAsset managementProcurement managementCost planning and controlProperty accountancyContract managementPage 7DIN 32736 : 2000-083.3.
43、1 Procurement managementProcurement management covers all services related to the timely and cost-efficient procurement of goods andservices in the context of building management, such as:a) placing orders;b) checking incoming goods;c) monitoring delivery deadlines;d) checking invoices.3.3.2 Budgeta
44、ry planning and controlBudgetary planning and control covers all services revolving around the budgetary plan in the context of buildingmanagement, such as:a) drawing-up a budgetary plan;b) ongoing monitoring of actual costs;c) comparison of actual costs with projected costs;d) indicating the need f
45、or corrective action.3.3.3 Property accountancyProperty accountancy covers all services ensuring the correct bookkeeping of property, such as:a) registering and updating all data relating to inventory and contracts;b) account management;c) preparing financial statements (rent, rent ancillary costs,
46、other costs);d) arranging and monitoring payments (including reminders).3.3.4 Contract managementAll services relating to contract management in the context of facility management, such as:a) drawing up contracts;b) monitoring contracts;c) amending contracts.4 Space managementSpace management covers
47、 the management of the available space in respect of its utilization and exploitation.4.1 User-oriented space managementUser-oriented space management incorporates duties such as:a) development of zoning plans, spatial coordination of operations and workplaces, ergonomic humanengineering, optimizing
48、 space utilization and routing;b) occupation and relocation planning.4.2 Technical service-oriented space managementTechnical service-oriented space management incorporates duties such as:a) space analysis of buildings in respect of technical installations, in particular the air temperature, airhumi
49、dity and network connection requirements of rooms;b) spatial coordination of user requirements to the services associated with technical facility management.4.3 Asset-oriented space managementAsset-oriented space management incorporates duties such as:a) apportionment of spaces and rooms into rentable units;b) occupancy consultancy and control;c) identification and evaluation of vacant property;d) coordination of space requirements and service levels with leases and ancillary costs.4.4 Service-oriented space managementSpace management is closely linked to infrastructural building m
