BS 8572:2018
$198.66
Procurement of facility-related services. Code of practice
| Published By | Publication Date | Number of Pages |
| BSI | 2018 | 70 |
This British Standard gives recommendations and offers guidance for the procurement of a broad range of services that are required to support the physical assets making up a facility and the needs of users of that facility who are the ultimate recipients of the services, i.e. its end users. It covers both new and existing facilities.
This British Standard is applicable to organizations facing retendering of facility-related services and those entering directly into the later stages of the procurement process, notably mobilization and performance review.
While this British Standard covers the procurement of facility-related services within the private sector, it does not cover those areas of public sector procurement of facility-related services which are subject to public procurement regulations. Notwithstanding, the standard indicates where certain practices might strengthen the approach that has to be taken.
This British Standard is also not applicable to the procurement of services required to deliver a facility, including those forming an integral part of a public-private partnership (PPP) or to the provision of insourced services.
NOTE BS 8536-1 covers operational performance requirements in briefing for the design and construction of a new or refurbished facility. Those requirements provide a useful context for procuring facility-related services.
PDF Catalog
| PDF Pages | PDF Title |
|---|---|
| 5 | Foreword |
| 7 | 0 Introduction 1 Scope |
| 8 | 2 Normative references 3 Terms, definitions and abbreviations |
| 12 | 4 Primary processes 4.1 Roles, responsibilities and accountabilities 4.2 Planning for procurement |
| 14 | Figure 1 — The procurement process 4.3 Facilities management strategy |
| 15 | 4.4 Establish needs 4.5 Develop procurement strategy 4.6 Request for information (RFI) and prequalification 4.7 Request for proposal (RFP) 4.8 Evaluation and commercial/financial close 4.9 Mobilization/go-live 4.10 Performance review 5 Establish needs 5.1 General |
| 16 | 5.2 Business strategy, objectives and outcomes |
| 17 | 5.3 Main drivers and constraints 5.4 Scope of services |
| 18 | 5.5 Stakeholder engagement 5.6 End-user needs |
| 19 | 5.7 Portfolio and space audit |
| 20 | 5.8 Services audit 5.9 Market audit |
| 21 | 5.10 Risk management |
| 22 | 5.11 Development of options for service delivery |
| 23 | 5.12 Criteria for evaluating options |
| 26 | 5.13 Outsourcing policy and decision 5.14 Statutory/regulatory considerations and current best practice 5.15 Innovation in service delivery |
| 27 | 6 Develop procurement strategy 6.1 General |
| 29 | 6.2 Centralized vs. decentralized management of service contracts 6.3 Geographical location and limits |
| 30 | 6.4 Single vs. multiple (or bundled) service contracts 6.5 Local, regional and national service providers |
| 31 | 6.6 Tendering process |
| 32 | 7 Request for information (RFI) and prequalification 7.1 Prequalification of service providers |
| 33 | 7.2 Financial appraisal |
| 34 | 7.3 Organization culture 7.4 Health, safety, security and sustainability |
| 36 | 7.5 Access, inclusion and equality 7.6 Social responsibility policy 7.7 Assessment criteria |
| 37 | Table 1 — Assessment of service providers (at RFI stage) |
| 38 | 8 Request for proposal (RFP) 8.1 General 8.2 Service definition process |
| 39 | 8.3 Service specifications |
| 40 | 8.4 Service levels |
| 41 | 8.5 Performance measurement and reporting |
| 42 | 9 Evaluation and commercial/financial close 9.1 General |
| 43 | 9.2 Assessment criteria and weightings Table 2 — Assessment of service providers (at commercial/financial close) |
| 44 | 9.3 Operational considerations 9.4 Pre-contract meeting 9.5 Contract award |
| 45 | 10 Mobilization/go-live 10.1 General |
| 46 | 10.2 Terms of reference 10.3 Interface management |
| 47 | 10.4 Statutory and regulatory considerations 10.5 Supply chain considerations 10.6 Operational processes and procedures |
| 49 | 10.7 Management information and reporting 11 Performance review 11.1 General |
| 50 | 11.2 End-user review 11.3 Operational review |
| 51 | 11.4 Financial review 11.5 Human resources review |
| 52 | 11.6 Statutory/regulatory compliance review 11.7 Performance indicators |
| 53 | 11.8 Action plans 11.9 Termination of service contract |
| 54 | Annex A (informative) Checklist of actions Table A.1 — Checklist of actions |
| 62 | Annex B (informative) Example of an option evaluation matrix Table B.1 — Example of an option evaluation matrix |
| 63 | Annex C (informative) Examples of innovative technology and its implications |
| 65 | Annex D (informative) Example scope of a prequalification questionnaire (PQQ) |
| 67 | Bibliography |
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BS 8572:2018 – TC:2020 Edition
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