ISO/FDIS 19650-3

FINAL INTERNATIONAL ISO/FDIS DRAFT STANDARD 19650-3 ISO/TC 59/SC 13 Organization and digitization of Secretariat: SN information about buildings and civil Voting begins on: 2020-04-30 engineering works, including building information modelling (BIM) — Voting terminates on: 2020-06-25 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 ISO/CEN PARALLEL PROCESSING 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 SUPPOR TING DOCUMENTATION. IN ADDITION TO THEIR EVALUATION AS Reference number BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO- ISO/FDIS 19650-3:2020(E) LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT INTERNATIONAL STANDARDS MAY ON OCCASION HAVE TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL TO BECOME STAN- DARDS TO WHICH REFERENCE MAY BE MADE IN NATIONAL REGULATIONS. ISO 2020 ---------------------- Page: 1 ---------------------- ISO/FDIS 19650-3:2020(E) COPYRIGHT PROTECTED DOCUMENT © ISO 2020

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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 ........................................................ 7

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 .......10

5.2.1 Decide the type of activity providing information ...........................................................................10

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 ........................................................11

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

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 ..........................13

5.3.3 Assess task team capability and capacity ................................................................................................13

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 .............................................................................................14

5.3.7 Compile the delivery team’s response ........................................................................................................14

5.3.8 Activities for response to invitation to tender/request to provide service ...............14

5.4 Information management process — Appointment ...........................................................................................15

5.4.1 Confirm the delivery team’s BIM execution plan ..............................................................................15

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) ...........................................................16

5.4.4 Establish the task information delivery plan(s) ................................................................................16

5.4.5 Establish the master information delivery plan ................................................................................16

5.4.6 Complete lead appointed party’s appointment ..................................................................................17

5.4.7 Complete appointed party’s appointment ..............................................................................................17

5.4.8 Activities for appointment ....................................................................................................................................17

5.5 Information management process — Mobilization .............................................................................................18

5.5.1 Mobilize resources ......................................................................................................................................................18

5.5.2 Mobilize information technology ...................................................................................................................18

5.5.3 Test the asset information production methods and procedures ......................................19

5.5.4 Maintain resources in readiness for a trigger event ......................................................................19

5.5.5 Activities for mobilization ....................................................................................................................................19

5.6 Information management process — Production of information ...........................................................20

5.6.1 Check availability of reference information and shared resources ...................................20

5.6.2 Generate information ........................................................................................................................................... .....20

5.6.3 Undertake quality assurance check ..............................................................................................................20

5.6.4 Review information and approve for sharing ......................................................................................21

5.6.5 Information model review .................. ..................................................................................................................21

5.6.6 Authorize information model for delivery to the appointing party ..................................21

5.6.7 Activities for production of information ..................................................................................................22

party ..............................................................................................................................................................................................................23

5.7.1 Submit information model for appointing party acceptance .................................................23

5.7.2 Review and accept the information model.............................................................................................23

5.7.3 Activities for information model acceptance by appointing party ....................................23

5.8 Information management process — AIM aggregation ...................................................................................24

5.8.1 Aggregate an accepted information model into the AIM ...........................................................24

5.8.2 Review and continue maintenance of the AIM ...................................................................................24

5.8.3 Activities for AIM aggregation ...........................................................................................................................24

Annex A (informative) Guidance related to the information management process ........................................26

Bibliography .............................................................................................................................................................................................................................31

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

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

Any trade name used in this document is information given for the convenience of users and does not

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/

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

Any feedback or questions on this document should be directed to the user’s national standards body. A

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

— those involved in the specification of appointments and the facilitation of collaborative working

— those involved in delivering asset management and facility management during the operational

— those involved in specifying the information required for operational purposes that needs to be

If this document is being applied in relation to a particular asset then this should be reflected in the

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

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

NOTE Information can be transferred between PIM and AIM during the delivery phase as well as at points A and B.

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

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

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

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

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

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

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

One way to help identify which of the “shall consider” statements are relevant can be to review each

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, with a national annex. National annexes can also

provide localized guidance and advice on how to implement this document for assets and trigger events

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

For those occasions when the operational phase of an asset leads into a delivery phase, the requirements

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

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

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

International cooperation in the preparation of this document 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

The benefits of the information management process should be kept under review during the

operational phase of the asset life cycle and this should be done through regular formal reviews of the

0.7 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

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 or facility manager

Delivery teams for the operational phase typically join and leave the asset/facility management and

operation 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 should still comply with the requirements of this document as an appointed party or as a lead

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 appointed at the same time, the appointing party can require them to coordinate their production

information coordination between lead appointed parties if required by appointing party

Figure 3 — Interface between parties and teams for the purpose of information management

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

This document can be applied to all types of assets and by organizations of all types and sizes involved

The requirements in this document can be achieved through direct actions carried out by the

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 12006-2, Building construction — Organization of information about construction works — Part 2:

ISO 19650-1:2018, Organization and digitization of information about buildings and civil engineering

works, including building information modelling (BIM) — Information management using building

ISO 19650-2, Organization and digitization of information about buildings and civil engineering works,

including building information modelling (BIM) — Information management using building information

ISO 19650-5 , Organization and digitization of information about buildings and civil engineering works,

including building information modelling (BIM) — Information management using building information

For the purposes of this document, the terms and definitions given in ISO 19650-1 and the following apply.

ISO and IEC maintain terminological databases for use in standardization at the following add