SIST EN ISO 19650-3:2020
(Main)Organization and digitization of information about buildings and civil engineering works, including building information modelling (BIM) - Information management using building information modelling - Part 3: Operational phase of the assets (ISO 19650-3:2020)
Organization and digitization of information about buildings and civil engineering works, including building information modelling (BIM) - Information management using building information modelling - Part 3: Operational phase of the assets (ISO 19650-3:2020)
This new Standard will specify requirements for information management in relation to the operation and maintenance of assets (buildings and infrastructure)
It will cover the information management processes to:
a) establish an asset breakdown structure and data dictionary;
b) establish and fulfil the organization’s requirements for information throughout the operational phase of an asset and for operational information throughout the delivery phase of an asset;
c) create an asset information model (AIM) for an existing asset or portfolio of assets;
d) create an AIM from selected contents of a project information model (PIM) from a construction project;
e) exchange asset information with appointed parties (service providers) during operation and maintenance activities, and also during construction projects.
f) revise the AIM as the asset changes
g) record information relating to the disposal, decommissioning or demolition of an asset;
h) use the AIM to support organizational business processes; and
i) hold the AIM as a resource for the organization.
NOTE 1 In developing and implementing these processes it is important to consider ISO 19650-5 and the need for adoption of appropriate and proportionate security-minded policies, processes and procedures to ensure that sensitive assets and data/information are afforded appropriate protection.
NOTE 2 References to information should be understood to cover both data and information relevant to both asset and facilities management.
This standard will be for use by organizations and individuals responsible for the operation, maintenance and strategic management of assets. It will also be of use to individuals involved in exchanging information from a PIM to and from an AIM. In addition, it will be of use to individuals involved in exchanging information throughout the life of an asset.
The standard will not cover detailed information content as this can only be defined in the information requirements which are developed by the organization. However, the standard will identify activities and documents which define information content.
Organisation von Informationen zu Bauwerken - Informationsmanagement mit Bauwerksinformationsmodellierung - Teil 3: Betriebsphase der Assets (ISO 19650-3:2020)
Dieses Dokument legt die Anforderungen an das Informationsmanagement in Form eines Managementprozesses im Kontext der Betriebsphase von Assets und des Informationsaustauschs innerhalb dieser Phase bei der Anwendung von BIM fest.
Dieses Dokument kann auf alle Arten von Assets und von Organisationen aller Arten und Größen angewendet werden, die an der Betriebsphase der Assets beteiligt sind.
Die Anforderungen dieses Dokuments können durch direkte Maßnahmen der betreffenden Organisation umgesetzt werden oder an Dritte delegiert werden.
Organisation et numérisation des informations relatives aux bâtiments et ouvrages de génie civil y compris modélisation des informations de la construction (BIM) - Gestion de l’information par la modélisation des informations de la construction - Partie 3: Phase d’exploitation des actifs (ISO 19650-3:2020)
Le présent document spécifie les exigences relatives à la gestion de l'information, sous la forme d'un processus de gestion, dans le contexte de la phase d'exploitation des actifs, ainsi que les échanges d'informations au cours de cette phase, au moyen de la modélisation des informations de la construction.
Le présent document peut être appliqué à tous les types d'actifs et par tous les types et tailles d'organismes impliqués dans la phase d'exploitation des actifs.
Les exigences du présent document peuvent être atteintes au moyen d'actions directes menées par l'organisme en question ou elles peuvent être déléguées à une autre partie.
Organizacija in digitalizacija informacij v gradbeništvu - Upravljanje informacij z BIM - 3. del: Obratovalna faza sredstev (ISO 19650-3:2020)
General Information
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN ISO 19650-3:2020
01-oktober-2020
Organizacija in digitalizacija informacij v gradbeništvu - Upravljanje informacij z
BIM - 3. del: Obratovalna faza sredstev (ISO 19650-3:2020)
Organization and digitization of information about buildings and civil engineering works,
including building information modelling (BIM) - Information management using building
information modelling - Part 3: Operational phase of the assets (ISO 19650-3:2020)
Organisation von Informationen zu Bauwerken - Informationsmanagement mit
Bauwerksinformationsmodellierung - Teil 3: Betriebsphase der Assets (ISO 19650-
3:2020)
Organisation et numérisation des informations relatives aux bâtiments et ouvrages de
génie civil y compris modélisation des informations de la construction (BIM) - Gestion de
l’information par la modélisation des informations de la construction - Partie 3: Phase
d’exploitation des actifs (ISO 19650-3:2020)
Ta slovenski standard je istoveten z: EN ISO 19650-3:2020
ICS:
35.240.67 Uporabniške rešitve IT v IT applications in building
gradbeništvu and construction industry
91.010.01 Gradbeništvo na splošno Construction industry in
general
SIST EN ISO 19650-3:2020 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN ISO 19650-3:2020
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SIST EN ISO 19650-3:2020
EN ISO 19650-3
EUROPEAN STANDARD
NORME EUROPÉENNE
August 2020
EUROPÄISCHE NORM
ICS 35.240.67; 93.010; 91.010.01
English Version
Organization and digitization of information about
buildings and civil engineering works, including building
information modelling (BIM) - Information management
using building information modelling - Part 3: Operational
phase of the assets (ISO 19650-3:2020)
Organisation et numérisation des informations Organisation von Informationen zu Bauwerken -
relatives aux bâtiments et ouvrages de génie civil y Informationsmanagement mit
compris modélisation des informations de la Bauwerksinformationsmodellierung - Teil 3:
construction (BIM) - Gestion de l'information par la Betriebsphase der Assets (ISO 19650-3:2020)
modélisation des informations de la construction -
Partie 3: Phase d'exploitation des actifs (ISO 19650-
3:2020)
This European Standard was approved by CEN on 26 July 2020.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 19650-3:2020 E
worldwide for CEN national Members.
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SIST EN ISO 19650-3:2020
EN ISO 19650-3:2020 (E)
Contents Page
European foreword . 3
2
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SIST EN ISO 19650-3:2020
EN ISO 19650-3:2020 (E)
European foreword
This document (EN ISO 19650-3:2020) has been prepared by Technical Committee ISO/TC 59
"Buildings and civil engineering works" in collaboration with Technical Committee CEN/TC 442
“Building Information Modelling (BIM)” the secretariat of which is held by SN.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by February 2021, and conflicting national standards
shall be withdrawn at the latest by February 2021.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the
United Kingdom.
Endorsement notice
The text of ISO 19650-3:2020 has been approved by CEN as EN ISO 19650-3:2020 without any
modification.
3
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SIST EN ISO 19650-3:2020
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SIST EN ISO 19650-3:2020
INTERNATIONAL ISO
STANDARD 19650-3
First edition
2020-07
Organization and digitization of
information about buildings and civil
engineering works, including building
information modelling (BIM) —
Information management using
building information modelling —
Part 3:
Operational phase of the assets
Organisation et numérisation des informations relatives aux
bâtiments et ouvrages de génie civil y compris modélisation des
informations de la construction (BIM) — Gestion de l’information par
la modélisation des informations de la construction —
Partie 3: Phase d’exploitation des actifs
Reference number
ISO 19650-3:2020(E)
©
ISO 2020
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2020
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2020 – All rights reserved
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 1
3 Terms, definitions, and symbols . 1
3.1 Terms and definitions . 1
3.2 Symbols for process diagrams . 2
4 Information management associated with the operational phase of assets .2
4.1 Information management process associated with the operational phase of assets . 2
4.2 Relationship between this document and ISO 19650-2 . 4
5 Information management process to support the operational phase of assets .4
5.1 Information management process — assessment and need . 4
5.1.1 Appoint individuals to undertake the information management function . 4
5.1.2 Establish organizational information requirements . 4
5.1.3 Identify the assets for which information shall be managed . 5
5.1.4 Establish the asset information requirements . . 5
5.1.5 Identify the foreseeable trigger events for which information shall be managed . 5
5.1.6 Establish the asset information standard . 6
5.1.7 Establish the asset information production methods and procedures . 6
5.1.8 Establish the reference information and shared resources . 6
5.1.9 Establish the common data environment . 7
5.1.10 Establish links to enterprise systems . 7
5.1.11 Establish the asset information model . 7
5.1.12 Establish processes to maintain the AIM . 8
5.1.13 Establish the asset information protocol . 8
5.1.14 Activities for assessment and need . 9
5.2 Information management process — Invitation to tender/request to provide service . 9
5.2.1 Decide the type of activity providing information . 9
5.2.2 Establish the appointing party’s exchange information requirements .10
5.2.3 Assemble reference information and shared resources .10
5.2.4 Establish response requirements and evaluation criteria .10
5.2.5 Compile information for the invitation to tender/request to provide service .11
5.2.6 Activities for invitation to tender/request to provide service .11
5.3 Information management process — Response to invitation to tender/request to
provide service .12
5.3.1 Nominate individuals to undertake the information management function .12
5.3.2 Establish the delivery team’s (pre-appointment) BIM execution plan .12
5.3.3 Assess task team capability and capacity .12
5.3.4 Establish the delivery team’s capability and capacity .13
5.3.5 Establish the delivery team’s mobilization plan .13
5.3.6 Establish the delivery team’s risk register .13
5.3.7 Compile the delivery team’s response .13
5.3.8 Activities for response to invitation to tender/request to provide service .14
5.4 Information management process — Appointment .14
5.4.1 Confirm the delivery team’s BIM execution plan .14
5.4.2 Establish the delivery team’s detailed responsibility matrix .15
5.4.3 Establish the lead appointed party’s EIR (ISO 19650-3) .15
5.4.4 Establish the task information delivery plan(s) .15
5.4.5 Establish the master information delivery plan .15
5.4.6 Complete lead appointed party’s appointment .16
5.4.7 Complete appointed party’s appointment .16
5.4.8 Activities for appointment .16
© ISO 2020 – All rights reserved iii
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
5.5 Information management process — Mobilization .17
5.5.1 Mobilize resources .17
5.5.2 Mobilize information technology .17
5.5.3 Test the asset information production methods and procedures .18
5.5.4 Maintain resources in readiness for a trigger event .18
5.5.5 Activities for mobilization .18
5.6 Information management process — Production of information .19
5.6.1 Check availability of reference information and shared resources .19
5.6.2 Generate information . .19
5.6.3 Undertake quality assurance check .19
5.6.4 Review information and approve for sharing .20
5.6.5 Review information model .20
5.6.6 Authorize information model for delivery to the appointing party .20
5.6.7 Activities for production of information .21
5.7 Information management process — Information model acceptance by appointing
party .22
5.7.1 Submit information model for appointing party acceptance .22
5.7.2 Review and accept the information model.22
5.7.3 Activities for information model acceptance by appointing party .22
5.8 Information management process — AIM aggregation .23
5.8.1 Aggregate an accepted information model into the AIM .23
5.8.2 Review and continue maintenance of the AIM .23
5.8.3 Activities for AIM aggregation .23
Annex A (informative) Guidance related to the information management process .25
Bibliography .30
iv © ISO 2020 – All rights reserved
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out
through ISO technical committees. Each member body interested in a subject for which a technical
committee has been established has the right to be represented on that committee. International
organizations, governmental and non-governmental, in liaison with ISO, also take part in the work.
ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of
electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are
described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the
different types of ISO documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2 (see www .iso .org/ directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received (see www .iso .org/ patents).
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and
expressions related to conformity assessment, as well as information about ISO's adherence to the
World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www .iso .org/
iso/ foreword .html.
This document was prepared by ISO/TC 59, Buildings and civil engineering works, SC 13, Organization
and digitization of information about buildings and civil engineering works, including building information
modelling (BIM), in collaboration with the European Committee for Standardization (CEN) Technical
Committee CEN/TC 442, Building Information Modelling (BIM), in accordance with the Agreement on
technical cooperation between ISO and CEN (Vienna Agreement).
A list of all parts in the ISO 19650 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www .iso .org/ members .html.
© ISO 2020 – All rights reserved v
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
Introduction
0.1 Purpose and application
This document is designed to enable an appointing party (such as an asset owner, asset operator or
outsourced asset management provider) to establish their requirements for information during the
operational phase of an asset. This document is also designed to enable them to provide the appropriate
collaborative environment to fulfil commercial goals. Within this environment, multiple appointed
parties can produce information in an effective and efficient manner.
This document is primarily intended for use by the following:
— those involved in the management of an asset and facility (see 0.2);
— those involved in the specification of appointments and the facilitation of collaborative working
during the entire life cycle of an asset;
— those involved in delivering asset management and facility management during the operational
phase of an asset (see 0.2); and
— those involved in specifying the information required for operational purposes that needs to be
captured during the delivery phase of an asset.
If this document is being applied in relation to a particular asset then this should be reflected in the
relevant appointments.
This document is applicable to assets of all sizes and all levels of complexity. This includes portfolios of
buildings, campuses, infrastructure networks, individual buildings and pieces of infrastructure such as
roads, bridges, footpaths, streetlights, water pipes or sewers. The requirements in this document should
be applied in a way that is proportionate and appropriate to the scale and complexity of the asset.
Continuity of information management over the lifetime of an asset is important and it is recommended
that all feasible steps (including transfer of the asset information model) are taken to ensure this
whenever an asset is transferred from one owner to another.
Figure 1 shows the application of information management during the operational phase (shaded)
in conjunction with the delivery phase (unshaded apart from points A and B where information is
transferred). Figure 1 also shows how information management according to the ISO 19650 series
takes place within the context of asset and project management which itself takes place within the
context of organizational management. ISO 9001, ISO 55000 and ISO 21500, indicated in Figure 1, are
not requirements for applying this document.
vi © ISO 2020 – All rights reserved
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
Key
AIM asset information model
PIM project information model
A start of delivery phase — transfer of relevant information from AIM to PIM
B start of operational phase — transfer of relevant information from PIM to AIM
C post-occupancy/implementation evaluation or performance review
D trigger events during the operational phase
NOTE Information can be transferred between PIM and AIM during the delivery phase as well as at points A and B.
Figure 1 — Scope of this document
The concepts and principles from ISO 19650-1, concerning different forms of information requirements,
have been applied in this document. The application of these concepts and principles has been tailored
to respond to the particular nature of asset management activities. In support of this, a simplified
illustration of the progression of information requirements is shown in Figure 2.
Figure 2 — Simplified illustration of the progression of information requirements
© ISO 2020 – All rights reserved vii
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
The information management process specified in this document can be applied to trigger events that
are foreseen and scheduled in advance as well as to trigger events that are not scheduled in advance or
cannot be foreseen. These two types of trigger event differ in terms of when the preparatory activities
of identifying and appointing the lead appointed party can take place.
Examples of the first type of trigger event are: annual maintenance tasks, strategic estate reviews and
call-off arrangements for common-place repairs. For this type of trigger event, it is possible and sensible
to select and appoint the lead appointed party well before any of these trigger events takes place.
For the second type of trigger event there are two distinct scenarios. The first is the deliberate
decision to initiate a project such as the construction of a bridge or underpass. Here, the information
management process could follow either ISO 19650-2 or this document. The decision will depend on
the scale and complexity and the requirements on those involved are stated in 4.2. The second scenario
includes trigger events that are so rare or unpredictable that having appointments in place can be
inappropriate or not possible. The selection and appointment occur after the trigger event takes place.
Examples include unexpected breakdowns of equipment, accidents and extreme floods.
Finally, there is the separate situation of an asset being acquired from an existing owner, where
information is exchanged as part of the transaction.
All these situations are catered for in the arrangement of Clause 5. Annex A provides guidance to
support some of the requirements contained in Clause 5. Clause 5 also includes illustrations of the
breakdown of each step in the information management process and a reminder of where each step
comes in the overall process, in Figures 5 to 12.
0.2 Asset management and facility management
Asset management and facility management have developed as two distinct management disciplines,
despite both of them being concerned with managing the physical assets and services of an organization.
Asset management and facility management have developed their own standards and language of
preferred terms.
This document recognizes that both asset management and facility management play their own
part in the lifecycle of an asset, but for simplicity the main body of this document use the term asset
management to cover both disciplines.
0.3 Use of phrase “shall consider”
This document makes use of the phrase “shall consider”, particularly in Clause 5. This phrase is used
to introduce a list of items that the person in question needs to think about carefully in connection
with the primary requirement described in the subclause. The amount of thought involved, the time
taken to complete it, and the need for supporting evidence will depend on the complexity of the asset,
the experience of the person(s) involved, and the requirements of any national policy on building
information modelling. On a relatively small or straightforward asset, it can be possible to complete, or
dismiss as not relevant, some of these “shall consider” items very quickly.
One way to help identify which of the “shall consider” statements are relevant can be to review each
statement and create templates for assets of different sizes and complexity.
0.4 National annex with relevant national standards
There are several standards required for the successful implementation of this document, relating
to specific regions or countries, that are currently not suitable for inclusion within an international
standard. As such, national standards bodies are encouraged to compile and document the standards,
relevant to the region or country they represent, within a national annex. National annexes can also
provide localized guidance and advice on how to implement this document for assets and trigger events
of varying complexity.
viii © ISO 2020 – All rights reserved
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SIST EN ISO 19650-3:2020
ISO 19650-3:2020(E)
0.5 Relationship with other standards
The concepts and principles relating to the application of the requirements within this document are
provided in ISO 19650-1. Requirements for a security-minded approach to managing asset information
are provided in ISO 19650-5.
For those occasions when the operational phase of an asset leads into a delivery phase, the requirements
provided in ISO 19650-2 should be used in conjunction with this document.
General information on a management system for asset management, including terminology applicable
to asset management, can be found in ISO 55000. General information on a management system for
facility management can be found in ISO 41001 and ISO 41011.
Consideration of the concepts and principles contained within both ISO 19650-1 and ISO 55000 can
assist appointing parties with the implementation of the requirements of this document and the
development of asset management in their organizat
...
SLOVENSKI STANDARD
oSIST prEN ISO 19650-3:2019
01-november-2019
Organizacija in digitalizacija informacij v gradbeništvu - Upravljanje informacij z
BIM - 3. del: Obratovalna faza sredstev (ISO/DIS 19650-3:2019)
Organization and digitization of information about buildings and civil engineering works,
including building information modelling (BIM) - Information management using building
information modelling - Part 3: Operational phase of assets (ISO/DIS 19650-3:2019)
Organisation von Informationen zu Bauwerken - Informationsmanagement mit
Bauwerksinformationsmodellierung - Teil 3: Betriebsphase der Assets (ISO/DIS 19650-
3:2019)
Organisation et numérisation des informations relatives aux bâtiments et ouvrages de
génie civil y compris modélisation des informations de la construction (BIM) - Gestion de
l’information par la modélisation des informations de la construction - Partie 3: Phase
d’exploitation des actifs (ISO/DIS 19650-3:2019)
Ta slovenski standard je istoveten z: prEN ISO 19650-3
ICS:
35.240.67 Uporabniške rešitve IT v IT applications in building
gradbeništvu and construction industry
91.010.01 Gradbeništvo na splošno Construction industry in
general
oSIST prEN ISO 19650-3:2019 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN ISO 19650-3:2019
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oSIST prEN ISO 19650-3:2019
DRAFT INTERNATIONAL STANDARD
ISO/DIS 19650-3
ISO/TC 59/SC 13 Secretariat: SN
Voting begins on: Voting terminates on:
2019-09-19 2019-12-12
Organization and digitization of information about
buildings and civil engineering works, including building
information modelling (BIM) — Information management
using building information modelling —
Part 3:
Operational phase of assets
ICS: 35.240.67; 91.010.01
THIS DOCUMENT IS A DRAFT CIRCULATED
This document is circulated as received from the committee secretariat.
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS
ISO/CEN PARALLEL PROCESSING
BEING ACCEPTABLE FOR INDUSTRIAL,
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO/DIS 19650-3:2019(E)
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
©
PROVIDE SUPPORTING DOCUMENTATION. ISO 2019
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oSIST prEN ISO 19650-3:2019
ISO/DIS 19650-3:2019(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2019
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting
on the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address
below or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Fax: +41 22 749 09 47
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii © ISO 2019 – All rights reserved
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oSIST prEN ISO 19650-3:2019
ISO/DIS 19650-3:2019(E)
Introduction
0.1 Purpose and application
This document is designed to enable an appointing party (such as an asset owner, asset operator or
outsourced asset management provider) to establish their requirements for information during the
operational phase of assets. This document is also designed to enable them to provide the appropriate
collaborative environment to fulfil commercial goals. Within this environment, multiple appointed
parties can produce information in an effective and efficient manner.
This document is primarily intended for use by the following:
— those involved in the management of an asset;
— those involved in the specification of appointments and the facilitation of collaborative working
during the entire life cycle of an asset;
— those involved in delivering asset management and asset operation during the operational phase of
an asset; and
— those involved in specifying the information required for operational purposes that is to be captured
during the delivery phase of an asset.
If this document is being applied in relation to a particular asset then this should be reflected in the
relevant appointments.
Figure 1 shows the application of information management during the operational phase (shaded) in
conjunction with the delivery phase (unshaded apart from points A and B where information is
transferred). Figure 1 also shows how information management according to the ISO 19650 series takes
place within the context of asset and project management which itself takes place within the context of
organizational management. ISO 9001, ISO 55000 and ISO 21500, indicated in Figure 1, are not
requirements for applying this document.
Key:
AIM Asset Information Model
PIM Project Information Model
A Start of delivery phase – transfer of
relevant information from AIM to PIM
B Start of operational phase – transfer of
relevant information from PIM to AIM
C Post-occupancy evaluation or
performance review
D Trigger events during the operational
phase
Figure 1 — Scope of ISO 19650-3
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Note 1 Information can be transferred between PIM and AIM during the delivery phase as well as at points
A and B.
This document is applicable to assets of all sizes and all levels of complexity. This includes portfolios of
buildings, campuses, infrastructure networks, individual buildings and pieces of infrastructure. The
requirements in this document should be applied in a way that is proportionate and appropriate to the
scale and complexity of the asset.
Continuity of information management over the lifetime of an asset is important and it is recommended
that all feasible steps (including transfer of the asset information model) are taken to ensure this
whenever an asset is transferred from one owner to another.
In this document the hierarchy of information requirements and information models from ISO 19650-1
has been adapted as follows:
— the asset information requirements have been re-designated as interested parties’ information
requirements to emphasize their application to the asset as a whole; and
— the appointment information requirements that directly specify the asset information model have
been renamed as asset-related exchange information requirements, in line with the definition at ISO
19650-1, 3.3.6.
The new version of this hierarchy is shown in Figure 2.
Figure 2 — Hierarchy of information requirements updated for ISO 19650-3
The information management process specified in this document can be applied to trigger events that are
foreseen and scheduled in advance as well as to trigger events that are not scheduled in advance or cannot
be foreseen. These two types of trigger event differ in terms of when the preparatory activities of
identifying and appointing the lead appointed party can take place.
Examples of the first type of trigger event are: annual maintenance tasks, strategic estate reviews and
call-off arrangements for common-place repairs. For this type of trigger event, it is possible and sensible
to select and appoint the lead appointed party well before any of these trigger events actually takes place.
For the second type of trigger event there are two distinct scenarios. First is the deliberate decision to
initiate a project such as the construction of a bridge or underpass. Here, the information management
process could follow ISO 19650-2 as well as ISO 19650-3. The decision will depend on scale and
complexity and the requirements on those involved are stated in clause 4.2. The second scenario includes
trigger events that are so rare or unpredictable that having appointments in place can be inappropriate
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or not possible. The selection and appointment occur after the trigger event takes place. Examples include
unexpected breakdowns of equipment, accidents and extreme floods.
Finally, there is the separate situation of an asset being acquired from an existing owner, where
information is exchanged as part of the transaction.
All these situations are catered for in the arrangement of clause 5.
0.2 Use of phrase “shall consider”
This document makes use of the phrase “shall consider”, particularly in Clause 5. This phrase is used to
introduce a list of items that the person in question must think about carefully in connection with the
primary requirement described in the sub-clause. The amount of thought involved, the time taken to
complete it, and the need for supporting evidence will depend on the complexity of the asset, the
experience of the person(s) involved, and the requirements of any national policy on building information
modelling. On a relatively small or straightforward asset, it can be possible to complete, or dismiss as not
relevant, some of these “shall consider” items very quickly.
One way to help identify which of the “shall consider” statements are relevant can be to review each
statement and create templates for assets of different sizes and complexity.
0.3 Relationship with other standards
The concepts and principles relating to the application of the requirements within this document are
provided in ISO 19650-1. Requirements for a security-minded approach to managing asset information
are provided in ISO 19650-5 (to be published).
For those occasions when the operational phase of an asset leads into a delivery phase and the other way
around, the requirements provided in ISO 19650-2 are to be used in conjunction with this document.
General information on a management system for asset management, including terminology applicable
to asset management, can be found in ISO 55000.
Consideration of the concepts and principles contained within both ISO 19650-1 and ISO 55000 can assist
appointing parties with the implementation of the requirements of this document and the development
of asset management in their organization.
0.4 Benefits of ISO 19650-3
The aim of this document is to support all parties towards achieving their business objectives through
effective and efficient production, use and management of information during the operational and end of
life phases of assets where building information modelling is used.
International cooperation in the preparation of these documents has identified a common information
management process that can be applied to the broadest range of assets. This applies to the broadest
range of organizations, across the broadest range of cultures, under the broadest range of appointment
routes.
The benefits of the information management process should be kept under review during the operational
phase of the asset life cycle and it is recommended this is done through regular formal reviews of the
costs and benefits of the entire process to all parties.
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0.5 Interfaces between parties and teams for the purpose of information management
For the purpose of this document, Figure 3 shows the interfaces between parties and teams with respect
to information management in the operational phase and should not be seen as indicating contractual
relationships.
The appointing party referred to in Figure 3 can be the owner of the asset, the operator of the asset (for
example through a long-term concession agreement), or the outsourced asset manager (typically
appointed for a period of several years).
ISO DIS 19650-2:2018 (E)
Delivery teams for the operational phase typically join and leave the asset management and operation
0.5 Interfaces between parties and teams for the purpose of information management
team at any appropriate time during the life cycle of the asset. Where information is produced by a task
team within the appointing party’s organization, for example a maintenance department, that task team
For the purpose of this document, Figure 2 shows the interfaces between parties and teams in terms of
should still comply with the requirements of this document as an appointed party or as a lead appointed
information management and should not be seen as identification of contractual relationships.
party.
The terms for both parties and teams have been used throughout this document to identify and assign
the accountable party for each sub-activity.
Figure 3 shows that delivery teams for asset management and operation activities can be of varying size
and complexity and can include different numbers of task teams. Where multiple delivery teams are
NOTE: Delivery teams can join and leave the project team at any time.
appointed at the same time, the appointing party can require them to coordinate their production of
information with each other.
Key
A appointing party
B lead appointed party
C appointed party
Key
C …
… variable amount
3
A appointing party
1
3 B lead appointed party
C appointed party
C 1 asset management and
B
… variable amount
operation team
2
2 illustration of a delivery
C
C
1 project team
team
B B
3 2 illtasustrk atteaion mof sa delivery team
3
…
A
3 task team(s)
information requirements
and information exchange
information requirements and
3
information coordination
… B information exchange
between lead appointed
Information coordination
…
C
parties if required by
appointing party
C
C
…
C
3
Figure 2 — Interfaces between parties and teams for the purpose of information management
Figure 3 — Interface between parties and teams for the purpose of information management
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DRAFT INTERNATIONAL STANDARD ISO/DIS 19650-3:2019(E)
Organization and digitization of information about
buildings and civil engineering works, including building
information modelling (BIM) — Information management
using building information modelling —
Part 3:
Operational phase of assets
1 Scope
This document specifies requirements for information management, in the form of a management
process, within the context of the operational phase of assets and the exchanges of information within it,
using building information modelling.
This document can be applied to all types of assets and by organizations of all types and sizes involved in
the operational phase of assets.
The requirements in this document may be achieved through direct or delegated actions.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 19650-1:2018, Organization of information about construction works ⎯ Information management
using building information modelling ⎯ Part 1: Concepts and principles
ISO 19650-2, Organization of information about construction works ⎯ Information management using
building information modelling ⎯ Part 2: Delivery phase of the assets
ISO 19650-5, Organization of information about construction works ⎯ Information management using
building information modelling ⎯ Part 5: Security-minded approach to information management <
note: To be published 2020 – amend final text accordingly>>
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 19650-1 and those given below
apply.
ISO and IEC maintain terminological databases for use in standardization at the following addresses:
— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at http://www.iso.org/obp
3.1 Terms related to asset management
3.1.1
asset management
coordinated activity of an organization to realize value from assets
Note 1 to entry: Realization of value will normally involve a balancing of costs, risks, opportunities and performance
benefits.
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Note 2 to entry: Activity can also refer to the application of the elements of the asset management system.
Note 3 to entry: The term “activity” has a broad meaning and can include, for example, the approach, the planning,
the execution and implementation of a plan.
Note 4 to entry: For the purposes of this document “asset management” also means “facility management” and
“facilities management” as defined in ISO 41011:2017, 3.1.1.
[SOURCE: ISO 55000:2014, 3.3.1, adapted]
3.1.2
facility management
facilities management
organizational function which integrates people, place and process within the built environment with the
purpose of improving the quality of life of people and the productivity of the core business
[SOURCE: ISO 41011:2017, 3.1.1]
3.2 Terms related to information management
3.2.1
asset-related exchange information requirements
asset-related EIR
information requirements in relation to an asset management appointment
3.3 Symbols for process diagrams
start
trigger event
end
3
collapsed sub-process
decision
Note The symbols used within this document have been adapted from symbols defined within ISO/IEC 19510.
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4 Information management associated with the operational phase of assets
4.1 Information management process associated with the operational phase of assets
The information management process (Figure 4) shall be applied throughout the operational phase of
each asset to which this document applies and in the case of an existing asset shall be applied to all legacy
information relating to that asset.
The information management process shall operate within or link with such enterprise systems or
organizational functions as necessary to optimize its implementation.
A
B
E F G
2 3 4 5 6 7
M Q Q
N R R
1 7 8
H K L
D
P Q
E F G
2 3 4 5 6 7
C
Key:
Information Activity groupings Decision points, questions
management activities and actions
1. assessment and need A. activities undertaken during the H. type of trigger event
2. invitation to tender/ asset lifecycle providing information
request to provide B. activities undertaken for each K. continuation of the
service appointment made before trigger appointment
3. response to invitation event L. continuation of this
to tender/request to C. activities undertaken for each information management
provide service appointment made after trigger process
4. appointment event or project using ISO 19650-2 M. via an appointment made
5. mobilization D. activities undertaken when before a trigger event
6. production of acquiring an asset N. received from another
information E. activities undertaken during the appointing party/asset
7. information model procurement stage (of each owner
acceptance by appointment) P. via an appointment made
appointing party F. activities undertaken during the after a trigger event or
8. AIM aggregation information planning stage (of each project using ISO 19650-2
appointment) Q. yes
G. activities undertaken during the R. no
information production stage (of
each appointment)
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Note 1 This process is intended to reduce the quantity of information to be reconciled at Step 8 and reduces the effort
of doing so.
Note 2 There may be a number of lead appointed parties responding to the same trigger event, on the same or similar
assets, at different times.
Figure 4 – Information management process to support the operational phase of assets
4.2 Relationship between ISO 19650-3 and ISO 19650-2
The appointing party shall decide whether the requirements of ISO 19650-2 apply to particular trigger
events and/or in relation to particular assets. In doing this, the asset-related appointing party shall
consider:
— the scale and complexity of the asset(s);
— the scale and complexity of the response to the trigger event(s); and
— the scale and complexity of the delivery team(s) appointed as part of the response to the trigger
event(s).
If it is decided that ISO 19650-2 does apply, and the appointing party in ISO 19650-2 is different from
the asset-related appointing party in ISO 19650-3, then these two appointing parties shall:
— ensure that their respective responsibilities within ISO 19650-2 and ISO 19650-3 are clearly
defined and communicated to each other; and
— ensure that information requirements from the asset-related appointing party in this document are
conveyed to all relevant lead appointed parties appointed under ISO 19650-2.
5 Information management process to support the operational phase of assets
5.1 Information management process – assessment and need
5.1.1 Appoint individuals to undertake the information management function
The appointing party shall nominate individuals from within its organization to undertake the
information management function.
Alternatively, the appointing party can appoint a prospective lead appointed party or a third party to
undertake all or part of the information management function. In which case the appointing party shall
establish a scope of services for that appointment.
In doing this, the appointing party shall consider the tasks that the prospective lead appointed party or
third party shall be responsible for.
In all cases, the appointing party shall consider the capability and capacity of any individuals or
organizations being nominated or appointed to undertake the information management function.
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5.1.2 Establish organizational information requirements (OIR)
The appointing party shall establish, document and maintain its organizational information requirements
(OIR), see Figure 2 in 0.1, to meet the needs of its organizational functions and its asset management
system.
Note 1 OIR can derive from the appointing party itself and from its stakeholders (for example the asset
owner when the appointing party is the asset operator).
Note 2 OIR can include, or be derived from, existing information requirements.
Note 3 Some typical activities that can give rise to OIR are listed in A.2.
5.1.3 Identify the assets for which information is to be managed
The appointing party shall identify those assets where management of asset information can provide net
benefit, including assets that are planned to be built or acquired. In doing this, the appointing party shall
consider:
— the ownership of the assets and the information associated with them;
— any asset breakdown structure being used by the appointing party;
— the impact of each asset on the efficiency of the business operation;
— the impact of each asset on the effectiveness of the business operation;
— the criticality of each asset for key business operations; and
— the condition of each asset.
Note The assessment of net benefit can be on the basis of organizational criteria including, but not
limited to, financial analysis, risk to health and safety, risk to environmental damage, risk to corporate and
personal reputation, the resources required to capture and maintain information for each asset, the
anticipated resources required to capture asset information retrospectively.
5.1.4 Establish the asset information requirements
For each asset identified in 5.1.3, the appointing party shall establish the asset information requirements
(AIR), see Figure 2 in 0.1, necessary to enable it to meet its OIR. The AIR shall include requirements from
all relevant interested parties, including departments within the appointing party and interested third-
party organizations such as local authorities or regulators. In doing this, the appointing party shall
consider:
— the purpose(s) for which asset information is to be managed as an effective organizational resource
– see ISO 55000;
— the ownership of the assets and the information associated with them;
— information required across groups of assets as well as for individual assets; and
— where an ISO 55001 asset management system is in place, the impact of its asset management
strategy and plans.
Note 1 Some example AIR are listed in A.4.
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Note 2 Where an ISO 55001 asset management system is in place, “appointing party” is synonymous with
the term “organization” in ISO 55001
5.1.5 Identify the foreseeable trigger events for which information is to be managed
The appointing party shall identify foreseeable trigger events, representing those events during the
operational phase when new or updated information concerning an asset will be generated or required.
Note 1 Some example trigger events are suggested in A.3. More than one trigger event can occur at the
same time.
Note 2 Different types of asset, particularly at system or equipment level, can be subject to identical or
similar trigger events. However, the asset management response and the asset information generated or
updated can be different in each case.
Note 3 Some trigger events can be identified independently from the assets, for example severe weather or
geological activities. Other trigger events can be identified after the assets have been selected.
5.1.6 Establish the asset information standard
The appointing party shall establish any specific information standards required by the appointing
party’s organization within the asset information standard.
In doing this, the appointing party shall consider:
a) the exchange of information
— within the appointing party’s organization;
— between the appointing party and external stakeholders;
— between the appointing party and lead appointed parties specifically appointed through ISO
19650-2;
— between the prospective lead appointed party and the appointing party;
— between prospective lead appointed parties in the same asset management and operation team;
and
— between interdependent asset management and operation teams;
b) the means of structuring and classifying information;
c) the method of assignment for level of information need; and
d) the use of information for any future delivery phase associated with the asset.
5.1.7 Establish the asset information production methods and procedures
The appointing party shall establish any specific information production methods and procedures
required by their organization within the asset information production methods and procedures.
In doing this, the appointing party shall consider:
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a) the capture of existing asset information;
b) the generation, review or approval of new information;
c) the security of information; and
d) the delivery of information to the appointing party.
5.1.8 Establish the reference information and shared resources
The appointing party shall establish the reference information and resources that they intend to share
with the prospective lead appointed parties during the tender process, using open data standards
whenever possible to avoid interoperability issues.
Note 1 Reference information can come from a range of sources, for example from the appointing party
itself, from adjacent asset owners such as utility companies, from external providers, or from public sources.
Note 2 Shared resources can include templates for information generated to manage the information
management process itself (for example information delivery plans), templates for information containers
(for example data sets or documents), style libraries or object libraries.
5.1.9 Establish the common data environment
The appointing party shall establish the common data environment (CDE) in accordance with ISO 19650-
1 clause 12. This shall be a combination of workflow and information storage solutions, to support the
information management process for the asset(s).
The CDE shall enable:
a) each information container to have a unique ID, based on an agreed and documented convention;
b) each information container to have the following attributes assigned:
— status;
— revision;
— classification (in accordance with the framework defined in ISO 12006-2);
c) information containers to transition between states;
d) a journal of information transactions, recording name of user, date and time when information
containers transition between st
...
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