# FM responsibility and service-boundary matrix

Blank working template. Use the actual tender pack; no legal or award assurance.

Opportunity: ____________________
Owner: ____________________
Tender version: ____________________

## service interfaces
Identify handovers and who accepts them.

Entry: ____________________

## hard versus soft FM
Classify the actual contract tasks rather than imposing a universal label.

Entry: ____________________

## subcontractors
Record delivery scope, evidence and agreement status.

Entry: ____________________

## escalation
Name decision owners and escalation triggers.

Entry: ____________________

## KPIs
Use the buyer-defined measure, reporting window and exclusions.

Entry: ____________________

## asset information
Log missing asset details and who supplies them.

Entry: ____________________

## Decisions and unresolved points
Owner / action / due date / approval evidence: ____________________

## Fictional teaching example (not a real bid or client result)
Fictional teaching example: a cleaning supervisor reports a plant-room leak to an engineering subcontractor. The FM lead owns client communication; the engineer owns the technical repair; the client approves work outside scope. Record all three responsibilities instead of saying the helpdesk resolves every fault.

Do not submit the teaching example as your evidence.