Facilities Management
Welcome to the facilities management document library, where you can find our most used documents in one easy-to-access location.
Some documents are protected, so to access these you will need to make sure you are logged in to your account. If you do not have an account yet and are an eligible facilities management user, you will need to register for your password access.
Once logged in, please note this is not an exhaustive list of documents you may need. To find more information, please use our search function or access the guide and rules.
Direct Debit - bulk change process
Rules and processes a service user must follow when undertaking a bulk change to Direct Debit Instructions (DDIs)
DDIC Challenge Process - Service User Guide
DDIC Challenge Process - Service User Guide
The Service User's Guide and Rules to the Direct Debit Scheme - PDF version
The Service User's Guide and Rules to the Direct Debit Scheme
Notification of change form - FM providers
Form used by sponsoring banks when notifying of a bulk change for FM providers
Bacs Payment System processing calendar 2025
The 2025 Bacs Payment System processing calendar showing non processing dates and indicating Julian dates to assist with processing payment files
Bacs guide to switching Facilities Management providers
This essential guide explains the four switching options available; gives an overview of the switching process and suggests some best practice guidelines for stakeholders when undertaking a switch
Bulk change process for facilities management providers
Rules and processes facilities management providers must follow when undertaking a bulk change to Direct Debit Instructions (DDIs)
Facilities Management
An overview of the Direct Debit Scheme Rules as they apply to organisations offering Facilities Management, ensuring both they and their clients are fully compliant
Collecting reports from payment services
Overview of how to access and collect reports from payment services website
Bacs guide to customer verification measures
The essential guide for organisations wishing to find out more about verification measures when signing-up customers to Direct Debit
Direct Debit verification measures
Measures that can be used to verify customer details for accepting Direct Debit as a payment method
Bacs guide to Direct Debit reason codes
The essential guide for organisations wishing to understand more about the reason codes relating to Direct Debit
AUDDIS migration guide - a guide for service users
Guide for service users with information to allow them to migrate to AUDDIS