GB/T 40059-2021 English PDFUS$944.00 · In stock
Delivery: <= 7 days. True-PDF full-copy in English will be manually translated and delivered via email. GB/T 40059-2021: Facility management - Guidance on strategic sourcing and the development of agreements Status: Valid
Basic dataStandard ID: GB/T 40059-2021 (GB/T40059-2021)Description (Translated English): Facility management - Guidance on strategic sourcing and the development of agreements Sector / Industry: National Standard (Recommended) Classification of Chinese Standard: J04 Word Count Estimation: 50,514 Issuing agency(ies): State Administration for Market Regulation, China National Standardization Administration GB/T 40059-2021: Facility management - Guidance on strategic sourcing and the development of agreements---This is a DRAFT version for illustration, not a final translation. Full copy of true-PDF in English version (including equations, symbols, images, flow-chart, tables, and figures etc.) will be manually/carefully translated upon your order. Facility management-Guidance on strategic sourcing and the development of agreements ICS 03.080.01 J04 National Standards of People's Republic of China Guide for Facility Management Strategy Purchasing and Agreement Formulation (ISO 41012.2017, IDT) Released on 2021-04-30 2021-11-01 implementation State Administration of Market Supervision and Administration Issued by the National Standardization Management Committee Table of contentsForeword Ⅲ Introduction Ⅳ 1 Scope 1 2 Normative references 1 3 Terms and definitions 1 4 Purchasing strategy and understanding of core business background 1 4.1 Purchasing strategy 1 4.2 Strategic level, tactical level and operational level 2 4.2.1 General 2 4.2.2 Strategic level 2 4.2.3 Tactical level 3 4.2.4 Operational level 1 5 Purchasing process in FM 1 5.1 Flowchart of Purchasing Process 1 5.2 Identify and analyze current and future needs and expectations 4 5.3 Transforming needs into requirements 5 5.4 Determining the level of service 6 5.5 Identifying service delivery options 7 5.6 Develop and analyze business case 7 5.6.1 General 7 5.6.2 Financial considerations 8 5.6.3 Investment Strategy 8 5.6.4 Estimated cost and added value 8 5.6.5 Pricing Strategy 9 5.6.6 Risk analysis 10 5.6.7 Different aspects of the protocol 10 5.6.8 Project Strategy 10 5.6.9 Develop a business case for service options 11 5.7 Choose a more preferred sourcing/service delivery option 11 6 Provision of Facilities and Services 12 6.1 Principle options 12 6.2 Internal service provision 12 6.3 External service provision 13 7 Main features of FM protocol 14 7.1 General 14 7.2 Mandatory elements 14 7.2.1 Time limit 14 7.2.2 Subcontracting 15 7.2.3 Assignment and communication of management responsibilities 15 7.2.4 Service Level Agreement (SLA) 15 7.2.5 Termination of contract 15 7.3 Agreement structure and content 15 8 Common considerations in agreements 15 8.1 Flexibility 15 8.2 Performance Guidelines 16 8.3 Information Responsibility 16 8.4 Reporting and audit procedures 16 8.5 Continuous improvement, best practices and innovation 16 8.6 Asset replacement and project activities 16 8.7 Communication 17 8.8 Laws and regulations 17 8.9 Enterprise Standard 17 8.10 Termination of Agreement 17 9 Preparation and formulation of the agreement 17 9.1 General 17 9.2 Preparation phase 18 9.3 Pre-qualification stage 18 9.4 Bidding/negotiation phase 18 9.5 Agreement preparation stage 19 9.6 Signing phase 19 9.7 Implementation phase 19 9.7.1 Entry phase 19 9.7.2 Verification Phase 19 9.7.3 Operating phase 19 9.7.4 Termination phase 20 10 Measuring service supply performance 20 10.1 General 20 10.2 Measuring effectiveness 20 10.3 Output 20 Appendix A (informative appendix) Examples of service requirements 21 Appendix B (informative appendix) Example of business case content 22 Appendix C (informative appendix) Agreement structure. general terms 23 Appendix D (Informative Appendix) Service Level Agreement. Benefits, Preparation and Structure of Agreement (SLA Clause) 35 Reference 45ForewordThis standard was drafted in accordance with the rules given in GB/T 1.1-2009. The use of the translation method in this standard is equivalent to the adoption of ISO 41012.2017 "Guidelines for Facility Management Strategy Purchasing and Agreement Formulation". The Chinese documents that have a consistent correspondence relationship with the normatively cited international documents in this standard are as follows. ---GB/T 36688-2018 Facility Management Terminology (ISO 41011.2017, IDT) This standard has made the following editorial changes. --- In "References", domestic documents were used to replace some of the corresponding international documents in the original text and the order was adjusted; ---Delete the address information used by ISO and IEC to maintain standardized technical databases. This standard was proposed and managed by the National Facilities Management Standardization Technical Committee (SAC/TC581). Drafting organizations of this standard. Shanghai Fei Zhe Facility Management Consulting Co., Ltd., Shenzhen Facility Home Technology Co., Ltd., China Machinery Productivity Promotion Advance Center, Microsoft (China) Co., Ltd., BMW Brilliance Automotive Co., Ltd., Beijing Bolv Xinyuan Construction Technology Co., Ltd. The main drafters of this standard. Liu Jun, Wu Jiao, Zhang Limin, Chen Kaijun, Guo Qian, Gu Feng, Cao Li, Ma Hongyu, Fan Xuesong.IntroductionThe series of national standards for facility management describe the characteristics of facility management and can be applied to both private and public institutions. Note. In English, the terms "facilitymanagement" and "facilitiesmanagement" can be used interchangeably. In the process of preparing this series of standards, through international cooperation, it has been identified that it can span various market fields, organization types, and process activities. The implementation of these standards will help. ---Improve quality, productivity and financial performance; ---Enhance sustainability and reduce the negative impact on the environment; ---Develop a functional and stimulating work environment; ---Maintain compliance and provide a safe workplace; ---Optimize life cycle performance and cost; ---Improve adaptability and relevance; ---More successfully display the organization logo and organization image. Facility management (FM) and related goods or services support the realization of core organization activities and goals. The purpose of this standard is to allow the group The organization can identify and select the most suitable alternatives in FM design, sourcing and delivery. This standard provides steps for the entire strategic sourcing process And how to prepare and implement appropriate internal or external facility service agreements. This standard also provides guidance for the following matters. ---Type of agreement; ---The formulation, structure and content of the agreement; --- Clarification of the definition (where appropriate). This standard promotes a methodology from the strategic level to the operational level, with examples and checklists. The purpose of this sourcing method It is for FM professionals, as well as purchasing, finance and senior management teams to make significant contributions to value added and operating cost optimization. Appendix A and Appendix B give examples of some typical service requirements and business cases. Appendix C and Appendix D provide general terms A structured checklist of provisions, special terms, and typical agreements. Based on a common platform, while taking into account the origin, purpose For facility management agreements that are different from national laws and regulations, these appendices are more convenient for parties to choose during the agreement formulation process. Select important terms and priorities. This standard is mainly written for complex internal self-support or external procurement services. If it is applied to smaller projects, this standard The content regulations adopted in the standards may need to be scaled down proportionally. The information in this standard is not fully applicable to all facility management processes or equipment. Implement management agreements. The "agreements", "services", and "service providers" mentioned in this standard specifically refer to the "FM Agreement/Facility Service Agreement", "Facility Services", and "Facilities". Service provider (internal facility service provider or external facility service provider)". In addition, any single service mentioned may also include Multiple services. Guide for Facility Management Strategy Purchasing and Agreement Formulation1 ScopeThis standard provides guidelines for strategic sourcing and agreement making in facility management (FM). It emphasizes. ---Basic elements in the FM sourcing process; ---FM roles and responsibilities in the purchasing process; ---The formulation process and structure of a typical agreement model. This standard applies to. ---Strategic processes related to the service and support functions surrounding the core business; ---Formulation of FM strategy; ---The establishment of a facility service supply agreement that covers public and private service needs and internal or external production/delivery options Program; ---Development of FM information system; ---FM education and research; ---Organizational development and business process reengineering under the main work environment types (e.g. industrial, commercial, administrative, military, medical, accommodation, etc.) working environment).2 Normative referencesThe following documents are indispensable for the application of this document. For dated reference documents, only the dated version applies to this article Pieces. For undated reference documents, the latest version (including all amendments) is applicable to this document. ISO 41011 Facilitymanagement-Vocabulary3 Terms and definitionsThe terms and definitions defined by ISO 41011 apply to this document.4 Purchasing strategy and understanding of core business background4.1 Purchasing strategy FM's structure, delivery, and support service supply are consistent with the business strategy of the demand organization, which is the successful realization of the core business goals The essential. Therefore, it is very important for FM organization to analyze the strategy of demand organization. To achieve this goal, an effective search Cheng will play an important role. The criteria that may have an impact on the sourcing strategy include but are not limited to. ---The competitive environment; ---Value drivers (including cost/benefit analysis); ---The need for resource flexibility; ---Business risk; ---Reliability of the supply chain/risk of excessive reliance on a single supplier; ......Tips & Frequently Asked Questions:Question 1: How long will the true-PDF of GB/T 40059-2021_English be delivered?Answer: Upon your order, we will start to translate GB/T 40059-2021_English as soon as possible, and keep you informed of the progress. The lead time is typically 4 ~ 7 working days. The lengthier the document the longer the lead time.Question 2: Can I share the purchased PDF of GB/T 40059-2021_English with my colleagues?Answer: Yes. 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