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Draft Decision 162/2024 Adoption of NWIP ISO 41002 Facility management - Development of the facility management organization

Scope

This document give guidance and recommendations on the development of the facility management organization (FMO). This document covers governance, leadership, accountability, management oversight, value drivers, risk, organizational structure, stakeholder engagement,social responsibility and ethical behaviour with respect to all FMOs, as well as factors influencing their successful operation. It will also cover the practical matter of the external multi­service provider that aspires to offer management­led facility management over and above the day­today delivery of operational facility services.

Organizations with responsibility for managing facilities, including arrangements for the delivery of facility services, can operate from within a demand organization or be external to it, i.e. on the supply side. The facility management organization, or FMO as it is termed, is the focus of attention for this new standard.

Purpose

ISO/TC 267 Facility Management approved on 2024­03­08 a New Work Item on ISO 41002 "FM ­ Development of the facility management organization". To seek the CEN TC 348 approval of development of ISO 41002 under the Vienna Agreement, a ballot has been made. The standard will, if approved, be a new member of the EN ISO 41000­ and EN 15221­family of FM standards.

Justification for CEN/TC 348 adoption of this work item under the Vienna Agreement:

1. According to CEN/TC 348 DECISION 107 taken at the CEN/TC 348 Plenary meeting 2019­ 01­31, CEN/TC 348 recognizes the value in creating new standards in close cooperation with ISO/TC 267 under the Vienna Agreement.It asks the secretariat to send all approved new work items on ISO/TC 267 automatically on vote in CEN/TC 348.

2. EN ISO 41002 will be a useful standard supporting the existing EN ISO 41000­family and EN 15221­family of FM standards.

3. By adopting this Work Item as a common CEN­ISO Work Item, we can participate and influence the development of the standard by commenting and voteing on drafts and appointing experts to the ISO WG.

Justification for development of EN ISO 41002:

In most markets, the ratio of internal to external facility management organizations (FMO) leans heavily in favour of the former. There has been a tendency in standards to date to assume that the FMO will be internal. Despite this unintended bias, reference is made in standards to the demand organization and the organization responsible for the delivery of facility management and that a distinction is necessary due to the variable nature in which facility management services can be delivered, i.e. “through internal staffing within the demand organization, external service providers, or a combination of the two” (EN ISO 41001). Modified wording was introduced into EN ISO 41014 to ensure that ‘services’ were not seen as the sum total of facility management, i.e. the organization is responsible for facility management and facility services, thereby working on the strategic, tactical and operational levels. EN ISO 41014 defined the FMO as the “entity responsible for facility management”. This simple definition is intended to convey the message that the discipline is management led and that the delivery of services of whateverkind is subject to management oversight since facility management operates on all three levels. For external FMOs working with several demand organizations, governance and the related matters outlined under "Scope" are especially important. These FMOs are driven by commercial pressures that might potentially impair their decision making if they do not adhere to appropriate practices and behaviours. For this reason, it is necessary to include guidance on governance relating to the business of facility management. Doing so would provide external FMOs with a firm foundation upon which to develop their competence to serve their demand organizations. For internal FMOs, guidance is equally as important to help in managing expectations. The standard will help demand organizations world­wide make decisions regarding their approach for establishing FMOs that are capable of functioning on the strategic, tactical and operational levels to meet the needs and objectives of their demand organizations.

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Please email further comments to: debbie.stead@bsigroup.com

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