NBEFs Årsmøtekonferanse 2016

Transkript

1 NBEFs Årsmøtekonferanse 2016 FM som inkluderer menneske og smart teknologi FM-standarder Internasjonal utvikling Nytte for oss? Olav Egil Sæbøe 1

2 Et Facilities Management helhetsbilde «The Five P-s» Places Processes Technologies RIGHT DYNAMICS People ADDED VALUE «Planet» Technologies «Prosperity»

3 Europeiske FM Standarder CEN/TC Facility Management 3

4 Europeiske Facility Management standarder etter 2002 NS-EN Fasilitetsstyring (FM) - Del 1: Termer og definisjoner NS-EN Fasilitetsstyring (FM) - Del 2: Veiledning for utarbeidelse av avtaler om fasilitetsstyring NS-EN Fasilitetsstyring (FM) - Del 3: Veiledning om kvalitet i fasilitetsstyring NS-EN Fasilitetsstyring (FM) - Del 4: Rammeverk, klassifisering og strukturer i fasilitetsstyring (Facility Management Part 4: Taxonomy, Classification and Structures in Facility Management ) OVERSETTES NÅ NS-EN Fasilitetsstyring (FM) - Del 5: Veiledning i fasilitetsstyringsprosesser (Facility Management Part 5: Guidance on Facililty Management processes) OVERSETTES NS-EN Fasilitetsstyring (FM) - Del 6: Måling av arealer og volumer i fasilitetsstyring OVERSETTES (Facility Management Part 6: Area and Space Measaurtement in Facility Management) NS-EN Fasilitetsstyring (FM) - Del 7: Veiledning om benchmarking av ytelser

5 Under utvikling: Globale FM Standarder ISO/TC Facilities Management 5

6 Pkt 5.1 ISO/TC Facilities Management Oppstart november Utdrag av plangrunnlaget Definerte mål med ISO/TC 267 De to første arbeidsoppgavene for ISO/TC 267 er gjennomgang og oppgradering av: 1. EN Terms and definitions 2. EN Guidance to Facilities Management Agreements Overordnede mål: Videreutvikle det som allerede er gjort nasjonalt og gjennom CEN med mål å skape strategiske standarder som kan bidra til anerkjennelse av Faciity Management på de høyeste nivåer i nasjonale styringsmiljøer, industri, handel og samfunnet forøvrig. (Uoffisiell oversettelse fra plandokumentet.)

7 ISO/TC 267 Oppstart november 2012 ISO/TC 267 Prosjektleder: Stan Mitchell, UK/BSI Sekretariat: ISO WG1: Leder: Jay Drew, US/ANSI (succeeds Paul Stadlöder, GE/DIN) Sekretær: Rainer Schmidt, GE/DIN Standard : ISO Facilities Management Part 1 Terms and definitions WG2: Leder: Olav Egil Sæbøe, NO/SN Sekretær: Merete Holmen Murvold, NO/SN Standard :!SO Facilities Management Guidance on strategic sourcing and the development of agreements WG3: (Fra 2015) Leder: Jim Whittaker, (IFMA) US/ANSI Sekretær: Laverne Deckert, US/ANSI Standard: ISO Facilities Management Integrated Management System Requirements (with Guidance for Use) (MSS) 7

8 ISO/TC Deltagere og observatörer 12:00 06:00 19:00 20:00 Deltagerland (25) Observatørland (13) 8

9 ISO Facilities Management Part 1 - Terms and definitions 9

10 ISO/TC 267 WG 1 Struktur og innhold ISO Terms and Definitions Foreword... Iv 1 Scope of Standard Normative references Terms and definitions Facility Management related terms Asset related terms People related terms Sourcing related terms Process related terms Finance related terms General business related terms Measurement related terms Annex A (informative) Alphabetical terms index Bibliography... (80 definitions) 10

11 Definition Facilities Management ISO facility management - facilities management Organizational function which integrates people, place and process within the built environment with the purpose of improving the quality of life of people and the productivity of the core business. facility collection of assets which is built, installed or established to serve an entity's needs built environment collection of buildings, external works (landscaped areas), infrastructure and other construction works within an area EN Facility Management Integration of processes within an organisation to maintain and develop the agreed services which support and improve the effectiveness of its primary activities Facilities Management: This term is used synonymously with Facility Management 11

12 ISO/PDTR - (Technical Report) Facility Management Scope, Key concepts, requirements and benefits

13 Facility Management Scope, key concepts, requirements and benefits ISO/TC 267 WG 1 ISO/PDTR - (Technical Report) Contents (headlines of clauses): Scope of Facility Management * General * Historically different use of term FM Business processes background of Facility Management * Definition of core business/primary activities and separating the support processes * Assigning support processes to FM Key concepts of Facility Management * FM Model * Wide scope of FM and facility services Requirements * Leadership * Service orientation * Resource planning * Quality management * KPIs and benchmarking * Relations to other management functions Benefits of Facility Management (purpose) * Productivity. Impact on people. Risk mitigation, legal compliance. Sustainability. Identity. Cost and quality.

14 ISO/TC 267 WG 1 ISO/PDTR - (Technical Report) Annex A Evolution of terms and definitions from EN to ISO Annex B Graphical representation of relation between defined terms in ISO Annex C Different FM-models Annex D Example of scope of facility services

15 ISO Facilities Management Part 2 - Guidance on strategic sourcing and the development of agreements 15

16 Dokumentstruktur/innhold (hoveddokument: 34 sider vedlegg: 29 sider): ISO Facilities Management Guidance on strategic sourcing and the development of agreements Introduction Clause 1 Scope 2 Normative references 3 Terms and definitions 4 List of abbreviated terms 5 Sourcing strategy and understanding the core business context 6 Sourcing process in FM 7 Facilities services provision 8 Main characteristics of FM agreements 9 Common considerations in agreements 10 Preparation and development of an agreement 11 Measuring effectiveness and outputs Annex A (informative) Example of requirements for a service B (informative) Example of a business case content C (informative) Structure of an agreement General clauses D (informative) Service Level Agreements Benefits, preparation and structure of an agreement (SLA clauses) 16 Gråtonet: Hovedsakelig kopi av NS-EN

17 ISO Sourcing process in FM 6.1 Process flow chart Eksempel, side 14 Corrective action / improvement if necessary Sourcing strategy and core business context (5) Identify and analyse current/ future needs (6.2) Translate needs into require -ments (6.3) Describe the Service Levels (6.4) Identify service delivery options (6.5) Business case development (6.6) Select preferred sourcing/ service delivery option (6.7) FM service provision (7) Internal service provision (7.2) External service provision (7.3) FM service procurement & FM- Agreement (8+9+10) Measure service provision performance (11) Understand business context and strategies Align service strategies to business strategy including environmental, social responsibilities, legal, economic, and political issues Determine what needs to be delivered, where and how often Define strategic goals to be achieved (cost, quality, etc) Specify criteria and parameters Identify expected measurable output (quality levels) Define performance indicators and targets for each service Market research Determine cost and risk baseline Establish business case Financial issues Define Investment strategy Estimate costs Pricing strategy Risk analysis Identify current and future facility needs and expectations of the demand organization Organization needs Select and recommend preferred sourcing alternative Implement recommendation a) inhouse (define required competence level, allocate resources, organise) b) outsource (negotiate, sign agreement) Develop service level agreement (SLA) Develop overall FM service provision agreements Incorporate required contract clauses Document performance criteria Execute FM agreement Follow-up, monitor and verify service provider deliveries Data collection and report on facility services to buyer organization Compare delivery to service requirements Identify and implement corrective actions Project strategy Figure 2 The sourcing process and development of agreements This process is described in the following clauses. 6.2 Identify and analyse current and future needs and expectations ( tekst fortsetter.) 17

18 ISO Select preferred sourcing/service delivery option Eksempel, side 23 Sourcing strategy and core business context (5) Identify and analyse current/ future needs (6.2) Translate needs into require -ments (6.3) Describe the Service Levels (6.4) Identify service delivery options (6.5) Business case development (6.6) Select preferred sourcing/ service delivery option (6.7) Facilities service provision (7) Internal service provision (7.2) External service provision (7.3) FM service procurement & FM- Agreement (8+9+10) Measure service provision performance (11) At this stage all relevant information and all conclusions made in should be applied in the process of securing an optimum solution. The demand organization should ensure that all relevant information is available and consider which option most closely matches identified requirement. A general checklist: - ensure necessary stakeholder consultations (executive management, facilities team leaders, HR, trades unions, key service users, finance, legal, procurement, risk management, ICT, property managers, landlords, insurers, HSE, etc.) are completed and impacts reviewed; - confirm budget / additional funding sources available to support the proposals; - prepare selection criteria. Understanding the criteria that each of the options satisfies and being able to evaluate them against an appropriate range of requirements will help the demand organization to focus on the one that is most likely to offer an optimum solution. Evaluation criteria might include the following: Tekst fortsetter... 18

19 ISO Facilities Management Integrated Management System Requirements (with Guidance for Use) 19

20 ISO FM Management System Standard Utdrag fra omfangsbeskrivelsen (1. Scope): This International Standard specifies requirements to plan, establish, implement, operate, monitor, review, maintain and provide a documented integrated Facilities Management (FM) system within the context of managing an organization s operational activities and risks.. The requirements in this International Standard are non sector specific, and intend to be applicable to all organizations, or parts thereof, whether public or private sector and regardless of the type, size, and nature of the organization or geographical location.. This standard can be applied to both internal service provision and outsourced service provision of Facilities Management.. It is not the intent of this International Standard to imply uniformity to the structure of an integrated FM system, but for an organization to design a system that is appropriate to it needs and that meets the interested parties requirements. 20

21 ISO Deltagerland (á jour mars 2016) Australia Belgia Danmark Irland Japan Korea, Republic of.. Norge Malaysia Storbritannia Syd Afrika Sverige Tsjekkia Tyskland Ungarn USA Østerrike 16 land 21

22 ISO Dokumentstruktur/innhold ISO «Facility Management Integrated Management System Requirements (with guidance for use)» Foreword 1. Scope 2. Normative references 3. Terms and definitions 4. Context of the organization 5. Leadership 6. Planning 7. Support 8. Operation 9. Performance evaluation 10. Improvement Annex A Guidance for the implementation of A4. Context of the organization A5. Leadership A6. Planning A7. Support A8. Operation A9. Performance evaluation A10. Improvement 22

23 ISO Dokumentstruktur/innhold ISO Eksempel underpunkter til kapitlene 4., 5., 6. and 7.: 4. Context of the organization 4.1 Understanding the organization and its context 4.2 Understanding the strategic objectives, needs and expectations of interested parties 4.3 Determining the scope of the FM management system 4.4 FM management system 5. Leadership 5.1 Leadership and commitment 5.2 Policy 5.3 Organizational roles, responsibilities and authorities 6. Planning 6.1 Actions to address risks and opportunities 6.2 FM objectives and planning to achieve them 7. Support 7.1 Resources 7.2 Competence 7.3 Awareness 7.4 Communication 7.5 Documented information 23

24 Generelle fordeler ved bruk av standarder «... Felles forståelse...» Forretningsprosesser * Identisk/konsistent bruk av terminologi... unngå misforståelser... * Spesifikasjoner, f. eks. i kontrakter * Forenkling av f. eks. produktbeskrivelser og enhetlige service-prosesser * Internasjonalisering:...enhetlig kommunikasjon over landegrenser 24

25 Generelle fordeler ved bruk av standarder «... Felles forståelse...» Kvalitetsledelse * Sikre rett ressursbruk («sourcing») ved tjenestebehov/-ytelser * Hvordan beskrive servicekvaliteter, f. eks. i avtaler * Hvordan måle oppnådd/levert kvalitet, ytelse * Typer/valg av passende målemetoder * Produktbeskrivelser, f. eks. i produksjoner * Krav til passende ledelses- og styringssystemer 25

26 Generelle fordeler ved bruk av standarder «... Felles forståelse...» Fagutdannelse - Kompetansebygging * Nivåtilpasninger av utdannelse * Oppbygging av opplæringsprogrammer * Kvalitetssikring av opplæring og sensur * Sammenlignbare utdannelsesprogrammer * Kriterier for sertifiserings- og autorisasjonskrav * Bruk som pensumlitteratur (veiledningene, definisjonene)... 26

27 Generelle fordeler ved bruk av standarder «... Felles forståelse...» Benchmarking * Bruk av standard definisjoner understøtter felles forståelse mellom benchmaking-partnere («felles språk...») * Gjør det mulig for benchmarking-partnere å definere f. eks. kostnadstyper, kostnadsgrupper og regnskapskontering på samme måte * Understøtter relevante og pålitelige sammenligninger epler og epler * Verktøy i påfølgende endringsprosesser/organisasjonsutvikling 27

28 Norske standarder med betydning for Facility Management (FM) : NS 3031 Metode for beregning av energibruk I bygninger NS 3420 Beskrivelsesstandard for bygg, anlegg og installasjoner NS 3423 Tilstandsanalyse for fredede og verneverdige bygninger Listen er ikke uttømmende! NS 3424 Tilstandsanalyse for byggverk. Prinsipper og gjennomføring NS 3431 Entreprisemodell Mellom byggherre og totalentreprenør NS 3451 Bygningsdelstabellen NS 3453 Spesifikasjon av kostnader i byggeprosjekt NS 3454 Livssykluskostnader for byggverk. Prinsipper og struktur NS 3455 Bygningsfunksjonstabellen NS3457 Bygningstypetabellen NS 3940 Areal- og volumberegninger av bygninger NS 8410 Regler for anskaffelser til bygg og anlegg m/forhandlet prosedyre NS 8431 Alminnelige kontraktsbestemmelser om levering av fast renhold NS INSTA 800 System for å fastlegge og bedømme rengjøringskvalitet NS-EN Fasilitetsstyring - Termer og definisjoner NS-EN Veiledning for utarbeidelse av avtaler om fasilitetsstyring NS-EN Veiledning om kvalitet I fasilitetsstyring NS-EN Veiledning om benchmarking av ytelser

29 Standarder og lovverk Lover Forskrifter Standarder 29 Fagforbundets HMS-konferanse

30 En standard er en frivillig akseptert måte å gjøre ting på og en harmonisering av beste praksis Foto: Pixabay

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