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Facilities Management Agreement Template for England and Wales

A Facilities Management Agreement governed by English and Welsh law is a comprehensive contract that establishes the terms and conditions for the provision of facilities management services. It covers aspects such as maintenance, cleaning, security, and other support services essential for the operation of buildings and facilities. The agreement details service levels, performance standards, pricing, and compliance with relevant UK regulations including health and safety, employment, and environmental requirements.

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What is a Facilities Management Agreement?

The Facilities Management Agreement is used when an organization needs to outsource the management and maintenance of its facilities to a specialized service provider. This contract type is essential for ensuring clear service expectations, performance standards, and regulatory compliance under English and Welsh law. It typically includes detailed specifications for services ranging from building maintenance and cleaning to security and environmental management. The agreement addresses key aspects such as service levels, staff management, health and safety requirements, and payment terms, while ensuring compliance with UK regulations including TUPE, health and safety legislation, and environmental standards.

What sections should be included in a Facilities Management Agreement?

1. Parties: Identification and details of the service provider and client

2. Background: Context of the agreement and brief description of the facilities and services required

3. Definitions: Defined terms used throughout the agreement

4. Services: Detailed description of facilities management services to be provided

5. Service Standards: Performance levels and quality standards required

6. Term and Termination: Duration of agreement and termination provisions

7. Charges and Payment: Pricing, payment terms, and review mechanisms

8. Staff and Resources: Requirements for personnel, equipment, and resources

9. Health and Safety: Health and safety obligations and compliance requirements

10. Insurance and Liability: Insurance requirements and liability provisions

What sections are optional to include in a Facilities Management Agreement?

1. TUPE: Employment transfer provisions - used when existing staff may transfer to new service provider

2. Environmental Requirements: Specific environmental obligations - used when environmental impact is a significant consideration

3. Security Requirements: Specific security measures and protocols - used for high-security facilities or sensitive locations

4. Change Control: Procedures for implementing changes to services - used for complex or long-term agreements

5. Disaster Recovery: Business continuity and emergency procedures - used for critical facilities or services

What schedules should be included in a Facilities Management Agreement?

1. Service Specification: Detailed description of each service to be provided

2. Service Levels: KPIs and performance measurement criteria

3. Pricing Schedule: Detailed breakdown of charges and payment terms

4. Site Information: Details of facilities covered by the agreement

5. Equipment Inventory: List of equipment provided or maintained

6. Staff Information: Details of key personnel and organizational structure

7. Reporting Requirements: Format and frequency of required reports

8. Health and Safety Procedures: Detailed health and safety protocols

9. Form of Performance Bond: Template for performance security where required

10. TUPE Information: Employee information for TUPE purposes where applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

England and Wales

Publisher

Genie AI

Cost

Free to use

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