SIST EN ISO 19650-2:2019
(Main)Organization and digitization of information about buildings and civil engineering works, including building information modelling (BIM) - Information management using building information modelling - Part 2: Delivery phase of the assets (ISO 19650-2:2018)
Organization and digitization of information about buildings and civil engineering works, including building information modelling (BIM) - Information management using building information modelling - Part 2: Delivery phase of the assets (ISO 19650-2:2018)
This document is part of a series of International Standards for information management using building information modelling and focuses specifically on the delivery phase of assets, where the majority of graphical models, structured data and documentation, known collectively as an information model, are accumulated throughout the entire delivery phase.
Commencing at the point at which a client identifies the need to initiate a project to build, maintain, refurbish, or decommission an asset, this document defines the activities and tasks to be undertaken in order to successfully implement this International Standard.
In practice, there are a multitude of different delivery systems, procurement routes and contractual arrangements from which clients normally choose one or more which fit best the specific requirements of its project, e.g. design-bid-build, design-build, EPC (engineer-procure-construct), alliancing, partnering etc. In consequence, roles, procedures, processes, activities or tasks described in this document may vary or be different in live projects, depending on the delivery systems, number and type of supply chains, procurement routes, contractual arrangements etc.
However, the concepts and principles outlined or defined in this document should be adopted and applied accordingly, taking into account the specific circumstances and requirements of the project concerned. The EIR should specify or guide how this will be achieved in the project. As a general rule,
contracting parties and the members of the project and delivery teams should agree details in time.
Organisation von Daten zu Bauwerken - Informationsmanagement mit BIM - Teil 2: Lieferphase der Assets (ISO 19650-2:2018)
Dieses Dokument legt die Anforderungen an das Informationsmanagement in Form eines Managementprozesses im Rahmen der Bereitstellungsphase von Assets und des Informationsaustauschs innerhalb dieser Phase bei der Verwendung von BIM fest.
Dieses Dokument kann auf alle Arten von Assets und von allen Arten und Größen von Organisationen angewendet werden, unabhängig von der gewählten Beschaffungsstrategie.
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 modélisation des informations de la construction - Partie 2: Phase de réalisation des actifs (ISO 19650-2:2018)
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 de réalisation d'actifs et les échanges d'informations au cours de cette phase, en utilisant 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'organisations, quelle que soit la stratégie de passation de marchés choisie.
Organizacija in digitalizacija informacij v gradbeništvu - Upravljanje informacij z BIM - 2. del: Faza načrtovanja in izvedbe gradbenega projekta (ISO 19650-2:2018)
Ta dokument je del skupine mednarodnih standardov za upravljanje informacij z BIM in se posebej osredotoča na fazo načrtovanja in izvedbe gradbenega projekta, kjer se večina grafičnih modelov, strukturiranih podatkov in dokumentacije, s skupnim imenom informacijski model, pridobiva skozi celotno fazo načrtovanja in izvedbe. Začenši na točki, ko stranka prepozna potrebo za zagon projekta za gradnjo, vzdrževanje, obnovo ali izločitev sredstva, ta dokument opredeljuje dejavnosti in naloge, ki so potrebne za uspešno izvajanje tega mednarodnega standarda. V praksi je veliko različnih sistemov za načrtovanje in izvedbo, poti naročanja in pogodbenih dogovorov, izmed katerih stranke običajno izberejo enega ali več, ki najbolj ustrezajo posebnim zahtevam njihovega projekta, npr. načrtovanje-ponudbe-gradnja, načrtovanje-gradnja, EPC (inženirstvo-nabava-gradnja), zavezništvo, partnerstvo itd. Posledično se lahko vloge, postopki, procesi, dejavnosti ali naloge, opisane v tem dokumentu, razlikujejo ali so drugačne od dejanskih projektov, odvisno od sistemov za načrtovanje in izvedbo, števila in vrste dobavnih verig, poti naročanja, pogodbenih dogovorov itd. Vendar pa naj bi pojme in načela, opisane ali opredeljene v tem dokumentu, ustrezno sprejeli in uporabljali, pri tem pa upoštevali posebne okoliščine in zahteve zadevnega projekta. EIR naj bi določal ali usmerjal, kako bo to doseženo v projektu. Na splošno naj bi se pogodbene stranke ter člani projekta in ekip za načrtovanje in izvedbo pravočasno dogovorili o podrobnostih.
General Information
Buy Standard
Standards Content (Sample)
SLOVENSKI STANDARD
SIST EN ISO 19650-2:2019
01-marec-2019
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Organization and digitization of information about buildings and civil engineering works,
including building information modelling (BIM) - Information management using building
information modelling - Part 2: Delivery phase of the assets (ISO 19650-2:2018)
Organisation von Daten zu Bauwerken - Informationsmanagement mit BIM - Teil 2:
Lieferphase der Assets (ISO 19650-2:2018)
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 modélisation des informations de la construction - Partie 2: Phase de
réalisation des actifs (ISO 19650-2:2018)
Ta slovenski standard je istoveten z: EN ISO 19650-2:2018
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 19650-2:2019 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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SIST EN ISO 19650-2:2019
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SIST EN ISO 19650-2:2019
EN ISO 19650-2
EUROPEAN STANDARD
NORME EUROPÉENNE
December 2018
EUROPÄISCHE NORM
ICS 35.240.67; 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 2: Delivery
phase of the assets (ISO 19650-2:2018)
Organisation et numérisation des informations Organisation von Daten zu Bauwerken -
relatives aux bâtiments et ouvrages de génie civil, y Informationsmanagement mit BIM - Teil 2: Lieferphase
compris modélisation des informations de la der Assets (ISO 19650-2:2018)
construction (BIM) - Gestion de l'information par
modélisation des informations de la construction -
Partie 2: Phase de réalisation des actifs (ISO 19650-
2:2018)
This European Standard was approved by CEN on 24 August 2018.
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, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, 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
© 2018 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 19650-2:2018 E
worldwide for CEN national Members.
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SIST EN ISO 19650-2:2019
EN ISO 19650-2:2018 (E)
Contents Page
European foreword . 3
2
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SIST EN ISO 19650-2:2019
EN ISO 19650-2:2018 (E)
European foreword
This document (EN ISO 19650-2:2018) 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 June 2019, and conflicting national standards shall be
withdrawn at the latest by June 2019.
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, Former Yugoslav Republic of Macedonia,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta,
Netherlands, Norway, Poland, Portugal, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Turkey and the United Kingdom.
Endorsement notice
The text of ISO 19650-2:2018 has been approved by CEN as EN ISO 19650-2:2018 without any
modification.
3
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SIST EN ISO 19650-2:2019
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SIST EN ISO 19650-2:2019
INTERNATIONAL ISO
STANDARD 19650-2
First edition
2018-12
Organization and digitization of
information about buildings and civil
engineering works, including building
information modelling (BIM) —
Information management using
building information modelling —
Part 2:
Delivery 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
modélisation des informations de la construction —
Partie 2: Phase de réalisation des actifs
Reference number
ISO 19650-2:2018(E)
©
ISO 2018
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2018
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
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Published in Switzerland
ii © ISO 2018 – All rights reserved
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(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
3.1.1 General terms . 1
3.1.2 Terms related to assets and projects . 2
3.1.3 Terms related to information management . 2
3.2 Symbols . 2
4 Information management during the delivery phase of assets . 3
5 Information management process during the delivery phase of assets .3
5.1 Information management process — Assessment and need . 3
5.1.1 Appoint individuals to undertake the information management function . 3
5.1.2 Establish the project’s information requirements . 4
5.1.3 Establish the project’s information delivery milestones . 4
5.1.4 Establish the project’s information standard . 4
5.1.5 Establish the project’s information production methods and procedures . 5
5.1.6 Establish the project’s reference information and shared resources. 5
5.1.7 Establish the project’s common data environment . 5
5.1.8 Establish the project’s information protocol . 6
5.1.9 Activities for assessment and need . 6
5.2 Information management process — Invitation to tender . 7
5.2.1 Establish the appointing party’s exchange information requirements . 7
5.2.2 Assemble reference information and shared resources . 8
5.2.3 Establish tender response requirements and evaluation criteria . 8
5.2.4 Compile invitation to tender information . 8
5.2.5 Activities for invitation to tender . 9
5.3 Information management process — Tender response . 9
5.3.1 Nominate individuals to undertake the information management function . 9
5.3.2 Establish the delivery team’s (pre-appointment) BIM execution plan .10
5.3.3 Assess task team capability and capacity .10
5.3.4 Establish the delivery team’s capability and capacity .11
5.3.5 Establish the delivery team’s mobilization plan .11
5.3.6 Establish the delivery team’s risk register .12
5.3.7 Compile the delivery team’s tender response .12
5.3.8 Activities for tender response .12
5.4 Information management process — Appointment .13
5.4.1 Confirm the delivery team’s BIM execution plan .13
5.4.2 Establish the delivery team’s detailed responsibility matrix .13
5.4.3 Establish the lead appointed party’s exchange information requirements .14
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 documents .16
5.4.7 Complete appointed party’s appointment documents .16
5.4.8 Activities for appointment .16
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 project’s information production methods and procedures .17
5.5.4 Activities for mobilization .17
5.6 Information management process — Collaborative production of information .18
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
5.6.1 Check availability of reference information and shared resources .18
5.6.2 Generate information . .18
5.6.3 Undertake quality assurance check .19
5.6.4 Review information and approve for sharing .19
5.6.5 Information model review . .20
5.6.6 Activities for collaborative production of information .20
5.7 Information management process — Information model delivery .20
5.7.1 Submit information model for lead appointed party authorization .20
5.7.2 Review and authorize the information model.20
5.7.3 Submit information model for appointing party acceptance .21
5.7.4 Review and accept the information model.21
5.7.5 Activities for information model delivery .21
5.8 Information management process — Project close-out .22
5.8.1 Archive the project information model .22
5.8.2 Capture lessons learned for future projects .22
5.8.3 Activities for project close-out .22
Annex A (informative) Information management assignment matrix .24
Bibliography .26
iv © ISO 2018 – All rights reserved
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(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 Technical Committee ISO/TC 59, Buildings and civil engineering works,
Subcommittee SC 13, Organization and digitalization of information about buildings and civil engineering
works, including building information modelling (BIM).
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 2018 – All rights reserved v
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
Introduction
0.1 Purpose
This document is designed to enable an appointing party to establish their requirements for information
during the delivery phase of assets and to provide the right commercial and collaborative environment
within which (multiple) appointed parties can produce information in an effective and efficient manner.
This document is applicable to built assets and construction projects of all sizes and all levels of
complexity. This includes large estates, infrastructure networks, individual buildings and pieces of
infrastructure, and the projects or programmes that deliver them. However, the requirements included
in this document should be applied in a way that is proportionate and appropriate to the scale and
complexity of the asset or project. In particular, procurement and mobilization of asset or project
appointed parties should be integrated as far as possible with documented processes for technical
procurement and mobilization.
This document makes wide use of the phrase “shall consider”, particularly in the requirements 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 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 project, the experience of the person(s) involved and the requirements of any national
policy on introducing building information modelling. On a relatively small or straightforward project,
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 projects of different sizes and complexity.
This document can be used by any appointing party. If the appointing party intends this document to
apply to any asset (project) this should be reflected in the appointment.
This document defines the information management process, containing the activities through which
delivery teams can collaboratively produce information and minimize wasteful activities.
This document is primarily intended for use by the following (see Figure 1):
— those involved in the management or production of information during the delivery phase of assets;
— those involved in the definition and procurement of construction projects;
— those involved in the specification of appointments and facilitation of collaborative working;
— those involved in the design, construction, operation, maintenance and decommissioning of
assets; and
— those responsible for the realization of value for their organization from their asset base.
This document contains the requirements associated with the management of information during the
delivery phase of built assets, which will need to be reviewed and revised on a regular basis until the
best practice is established.
vi © ISO 2018 – All rights reserved
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
Key
AIM asset information model
PIM project information model
A start of delivery phase — transfer of relevant information from AIM to PIM
B progressive development of the design intent model into the virtual construction model
C end of delivery phase — transfer of relevant information from PIM to AIM
Figure 1 — Scope of this document
0.2 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 localised guidance and advice on how to implement this document for projects of varying
complexity.
0.3 Relationship with other standards
© ISO 2018 – All rights reserved vii
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
The concepts and principles relating to the application of the requirements within this document are
provided in ISO 19650-1.
General information on asset management can be found in ISO 55000.
Appointing parties can find that consideration of the concepts and principles contained within both
ISO 19650-1 and ISO 55000 can assist the implementation of the requirements presented in this
document and development of asset management in their organization.
0.4 Benefits of the ISO 19650 series
The aim of this series is to support all parties towards achieving their business objectives through
the effective and efficient procurement, use and management of information during the delivery
phase of assets.
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, in the broadest range of
organizations, across the broadest range of cultures and under the broadest range of appointment routes.
0.5 Interfaces between parties and teams for the purpose of information management
For the purpose of this document, Figure 2 shows the interfaces between parties and teams in terms of
information management and should not be seen as identification of contractual relationships.
The terms for both parties and teams have been used throughout this document to identify and assign
the accountable party for each sub-activity.
NOTE Delivery teams can join and leave the project team at any time.
viii © ISO 2018 – All rights reserved
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
Key
A appointing party
B lead appointed party
C appointed party
… variable amount
1 project team
2 illustration of a delivery team
3 task team(s)
information requirements and information exchange
information coordination
Figure 2 — Interfaces between parties and teams for the purpose of information management
© ISO 2018 – All rights reserved ix
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SIST EN ISO 19650-2:2019
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SIST EN ISO 19650-2:2019
INTERNATIONAL STANDARD ISO 19650-2:2018(E)
Organization and digitization of information about
buildings and civil engineering works, including building
information modelling (BIM) — Information management
using building information modelling —
Part 2:
Delivery phase of the assets
1 Scope
This document specifies requirements for information management, in the form of a management
process, within the context of the delivery 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 all types and sizes of organizations, regardless
of the chosen procurement strategy.
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, Organization of information about construction works — Information management using
building information modelling — Part 1:Concepts and Principles
ISO 12006-2, Building construction — Organization of information about construction works — Part 2:
Framework for classification
3 Terms, definitions and symbols
3.1 Terms and definitions
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 addresses:
— ISO Online browsing platform: available at https: //www .iso .org/obp
— IEC Electropedia: available at http: //www .electropedia .org/
3.1.1 General terms
3.1.1.1
acceptance criteria
evidence required for considering that requirements have been fulfilled
[SOURCE: ISO 22263:2008, 2.1]
© ISO 2018 – All rights reserved 1
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SIST EN ISO 19650-2:2019
ISO 19650-2:2018(E)
3.1.2 Terms related to assets and projects
3.1.2.1
project team
appointing party and all delivery teams
3.1.2.2
plan of work
document that details principal stages in the design, construction work and maintenance of a project
and identifies the main tasks and people
Note 1 to entry: A plan of work may be extended to include the stages in demolition and recycling of a project.
[SOURCE: ISO 6707-2:2017, 3.2.19, modified — Alternative terms “staging plan, US” and “project plan,
US” have been removed; Note 1 to entry has been added.]
3.1.3 Terms related to information management
3.1.3.1
BIM execution plan
plan that explains how the information management aspects of the appointment will be carried out by
the delivery team
Note 1 to entry: The pre-appointment BIM execution plan focuses on the delivery team’s proposed approach to
information management and their capability and capacity to manage information.
3.1.3.2
information delivery milestone
scheduled event for a predefined information exchange
3.1.3.3
master information delivery plan
MIDP
plan incorporating all relevant task information delivery plans (3.1.3.4)
3.1.3.4
task information delivery plan
TIDP
schedule of
...
SLOVENSKI STANDARD
oSIST prEN ISO 19650-2:2017
01-maj-2017
Organizacija podatkov o gradbenih delih - Upravljanje podatkov z uporabo
modeliranja informacij o zgradbi - 2. del: Faza predaje sredstev (ISO/DIS 19650-
2:2017)
Organization of information about construction works - Information management using
building information modelling - Part 2: Delivery phase of assets (ISO/DIS 19650-2:2017)
Organisation von Daten zu Bauwerken - Informationsmanagement mit BIM - Teil 2:
Lieferphase der Assets (ISO/DIS 19650-2:2017)
Ta slovenski standard je istoveten z: prEN ISO 19650-2
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 19650-2:2017 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN ISO 19650-2:2017
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oSIST prEN ISO 19650-2:2017
DRAFT INTERNATIONAL STANDARD
ISO/DIS 19650-2
ISO/TC 59/SC 13 Secretariat: SN
Voting begins on: Voting terminates on:
2017-02-17 2017-05-11
Organization of information about construction works —
Information management using building information
modelling —
Part 2:
Delivery phase of assets
Titre manque
ICS: 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 19650-2:2017(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 2017
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2017, Published in Switzerland
All rights reserved. Unless otherwise specified, 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
Ch. de Blandonnet 8 • CP 401
CH-1214 Vernier, Geneva, Switzerland
Tel. +41 22 749 01 11
Fax +41 22 749 09 47
copyright@iso.org
www.iso.org
ii © ISO 2017 – All rights reserved
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
Contents Page
Foreword .v
Introduction .vi
1 Scope . 1
2 Normative references . 2
3 Terms and definitions . 2
3.1 Terms relating to information management . 2
3.2 Legend for process diagrams . 2
4 Information Management Context . 3
4.1 Information management process . 3
4.2 Information management roles . 4
5 Information Management Process – Delivery Phase . 5
5.1 Assessment and need (Start of delivery phase) . 5
5.1.1 Appoint project information management roles . 6
5.1.2 Establish the project’s information requirements . 6
5.1.3 Establish the project’s information delivery milestones . 6
5.1.4 Establish the project information standard . 7
5.1.5 Establish the project’s information production methods and procedures . 7
5.1.6 Establish the project’s reference information and shared resources. 7
5.1.7 Establish the project’s common data environment . 8
5.1.8 Establish the project’s information protocol . 8
5.2 Invitation to tender . 9
5.2.1 Establish the appointing party’s exchange information requirements . 9
5.2.2 Assemble reference information and shared resources .10
5.2.3 Establish tender response requirements and evaluation criteria .10
5.2.4 Compile invitation to tender information .11
5.3 Tender Response .11
5.3.1 Appoint delivery team information management roles .12
5.3.2 Establish the delivery team’s (pre-appointment) BIM execution plan .12
5.3.3 Assess task team capability and capacity .13
5.3.4 Establish the delivery team’s capability and capacity .14
5.3.5 Establish the delivery team’s mobilization plan .14
5.3.6 Establish the delivery team’s risk register .14
5.3.7 Compile the delivery team’s tender response .15
5.4 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 .16
5.4.3 Establish the appointed party’s exchange information requirements .16
5.4.4 Establish the task information delivery plan(s) .17
5.4.5 Establish the master information delivery plan .17
5.4.6 Complete appointment documents .18
5.4.7 Complete sub-appointment documents .18
5.5 Mobilization .18
5.5.1 Mobilize resources .19
5.5.2 Mobilize information technology .19
5.5.3 Test the agreed information production methods and procedures .19
5.6 Collaborative 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 .21
5.6.4 Review information and approve for sharing .21
5.6.5 Information model review . .22
5.7 Information model delivery .22
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
5.7.1 Submit information model for appointed party authorization .22
5.7.2 Review and authorize the information model.23
5.7.3 Submit information model for appointing party acceptance .23
5.7.4 Review and accept the information model.23
5.8 Project close-out (End of delivery phase).24
5.8.1 Archive project’s common data environment.24
5.8.2 Capture lessons learnt for future projects .24
Annex A (informative) Example of an information management responsibility matrix .25
Annex B (informative) Example of a national annex (based on previous UK standards).27
Bibliography .35
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
Foreword
ISO (the International Organization for Standardization) and IEC (the International Electrotechnical
Commission) form the specialized system for worldwide standardization. National bodies that are
members of ISO or IEC participate in the development of International Standards through technical
committees established by the respective organization to deal with particular fields of technical
activity. ISO and IEC technical committees collaborate in fields of mutual interest. Other international
organizations, governmental and non-governmental, in liaison with ISO and IEC, also take part in the
work. In the field of information technology, ISO and IEC have established a joint technical committee,
ISO/IEC JTC 1.
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 document 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 and IEC 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 on the meaning of ISO specific terms and expressions related to conformity
assessment, as well as information about ISO’s adherence to the WTO principles in the Technical
Barriers to Trade (TBT) see the following URL: Foreword - Supplementary information
The committee responsible for this document is ISO/TC 59, Buildings and civil engineering works, SC 13,
Organization of information about construction works.
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
Introduction
0.1 Purpose
This International Standard is designed to enable an appointing party to establish their requirements for
information during the delivery phase of assets and to provide the right commercial and collaborative
environment within which (multiple) appointed parties can produce information in an effective and
efficient manner.
This International Standard can be used by any appointing party. It is the appointing party who
determines to which of its assets (projects) this International Standard applies.
This International Standard also defines the information management process, commonly referred
to as building information modelling (BIM), and the activities through which delivery teams can
collaboratively produce information and minimize wasteful activities.
0.2 National Annex
There are several standards, methods and procedures required for the successful implementation of
this international standard, relating to a specific regions or countries, that are not suitable for inclusion
within an international standard. As such, national standards bodies are encouraged to compile and
document the standards, methods and procedures, relevant to the region or country they represent,
within a national annex.
NOTE Annex B provides an illustration of the content that national standards bodies should consider for
inclusion during development of their respective national annex.
0.3 Relationship with other standards
The concepts and principles relating to the application of the requirements within this International
Standard are provided in ISO 19650-1.
General information on asset management can be found in ISO 55000.
Appointing parties can find that consideration of the concepts and principles contained within both
ISO 19650-1 and ISO 55000 can assist the implementation of the requirements presented in this
International Standard and development of asset management in their organization.
0.4 Benefits of the standard
The adoption of the first and this part of the International Standard ISO 19650, enables an appointing
party to achieve its business objectives through the effective and efficient procurement, use and
management of information during the delivery phase of assets.
International cooperation in the preparation of these standards has identified a common information
management process that can be applied to the broadest range of assets, in the broadest range of
organizations, across the broadest range of cultures.
0.5 Interfaces between parties and teams for the purpose of information management
As an International Standard based around collaboration, it is natural that multiple parties will
be involved, typically via some form of commercial appointment. As such, for the purpose of this
International Standard, the parties listed in Figure 2 show those involved during the delivery phase of
assets and the commercial relationship between them.
These parties have been used throughout this International Standard in order to identify and assign
the accountable party for each activity and task.
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Key
Party
A Appointing party
B Appointed Party
C Sub-Appointed Party
Team
1 Project Team
2 Delivery Team
3 Task Team
Figure 1 — Interfaces between parties and teams for the purpose of information management
Whilst the language and diagrams used within this International Standard infer that the appointing
party will appoint only two delivery teams via separate appointments, it is not the intention, nor
a requirement, of this International Standard to guide or restrict the routes available to appointing
parties.
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oSIST prEN ISO 19650-2:2017
DRAFT INTERNATIONAL STANDARD ISO/DIS 19650-2:2017(E)
Organization of information about construction works —
Information management using building information
modelling —
Part 2:
Delivery phase of assets
1 Scope
This International Standard specifies requirements for information management, in the form of
a management process, within the context of the delivery phase of assets and the key exchanges of
information within it, when using building information modelling.
This International Standard is primarily intended for use by:
— those involved in the management or production of information during the delivery phase of assets;
— those involved in the definition and procurement of construction projects;
— those involved in the specification of appointments and facilitation of collaborative working;
— those involved in the design, construction, operation and maintenance of assets; and
— those responsible for the realization of value for their organization from their asset base.
This International Standard can be applied to all types of assets and by all types and sizes of
organizations, regardless of the chosen procurement strategy.
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
Key
AIM Asset Information Model
PIM Project Information Model
A Start of delivery phase – handover of relevant information from AIM to PIM
B Progressive development of the design intent model into the virtual construction model
C End of delivery phase – handback of relevant information from PIM to AIM
Figure 2 — Scope of ISO 19650-2
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, Organization of information about construction works — Information management using
building information modelling — Part 1 — Concepts and Principles
ISO 12006-2, Building construction — Organization of information about construction works — Part 2 —
Framework for classification
3 Terms and definitions
3.1 Terms relating to information management
For the purposes of this document, the terms and definitions given in ISO 19650-1 apply.
3.2 Legend for process diagrams
For the purposes of this document, the following symbols have been used within the process diagrams
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
Start
End
Activity (with sub-activities)
Activity
4 Information Management Context
4.1 Information management process
The information management process (figure 3) shall be applied throughout the delivery phase for each
appointment during, regardless of project stage.
Key
Activity
1 Assessment and need A Information model progressed by subsequent delivery
team(s)
2 Invitation to tender B Activities undertaken per project
3 Tender response C Activities undertaken per appointment
4 Appointment D Activities undertaken during the procurement stage (of
each appointment)
5 Mobilization
6 Collaborative production of information E Activities undertaken during the planning stage (of each
appointment)
7 Information model delivery
8 Project close-out (End of delivery phase) F Activities undertaken during the production stage (of
each appointment)
Figure 3 — Information management process
NOTE 1 It is this these activities that have been used as the structure of this International Standard, in
particular Clause 5 (Information Management Process – Delivery Phase).
NOTE 2 The order in which activities are presented (figure 3) in this International Standard reflect the order
in which they are to be undertaken.
NOTE 3 In the event that the information management process is undertaken within a single organization,
the appointment can be supplemented by an internal work instruction, followed by an acceptance of the work
instruction and confirmation to proceed, see ISO 19650-1 (6.3 and 9.1) for more information.
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
4.2 Information management roles
The appointing party shall ensure that the following information management roles are embedded into
appointments, either through a specific schedule of services, as required by regulation, or more general
obligations:
a) Project/delivery team roles (information management)
— Project Sponsor
— Project Information Manager
— Project Delivery Manager
— Delivery Team Lead
b) Task team roles (information production)
— Task Team Manager
— Task Information Manager
— Interface Manager
— Information Author(s)
Key
Role Team
A Project Sponsor 1 Project Team
B Project Information Manager 2 Delivery Team
C Project Delivery Manager 3 Task Team
D Delivery Team Lead
E Task Team Manager
F Task Information Manager
G Interface Manager
H Information Author(s)
Figure 4 — Relationship between teams and information management roles
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oSIST prEN ISO 19650-2:2017
ISO/DIS 19650-2:2017(E)
NOTE 1 The roles within this International Standard provide a logical grouping of tasks, however groupings
may vary from project to project and in smaller businesses, many of these roles might be executed by the same
individual.
NOTE 2 ISO 19650-1 (7.4) provides further information on the concepts and principles of information
management roles.
NOTE 2 It should be remembered that this International Standard should be read in conjunction with other
appointment documents such as the Plans of Work and Schedule of Services.
NOTE 3 Roles B and C, shown as a dotted line, within each Delivery Team is intended to highlight that the
appointing party may discharge these roles to each project delivery team.
NOTE 4 Annex A provides an example of how the responsibilities associated to each information management
role should be assigned.
NOTE 5 The roles should not be confused with job titles, which can differ between organizations, but the
important factors are the ownership, responsibility and authority.
5 Information Management Process – Delivery Phase
5.1 Assessment and need (Start of delivery phase)
Key
Activity
1.1 Appoint project information management roles
1.2 Establish the project’s information requirements
1.3 Establish the project’s information delivery milestones
1.4 Establish the project information standard
1.5 Establish the project’s information production methods and procedures
1.6 Establish the project’s reference information and shared resources
1.7 Establish the project’s common data environment
1.8 Establish the project’s information protocol
A Information model progressed by next delivery team
NOTE 1 Activities 1.2 and 1.3 are shown in Figure 5 as parallel activities to highlight that these activities can
be undertaken concurrently.
NOTE 2 Activities 1.4, 1.5 and 1.6 are shown in Figure 5 as parallel activities to highlight that these activities
can be undertaken concurrently.
Figure 5 — Information management process – assessment and need
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ISO/DIS 19650-2:2017(E)
5.1.1 Appoint project information management roles
The appointing party shall ensure the effective management of information throughout the project
and reflect the long term asset information management strategy, as described in ISO 19650-1 (5.3),
by appointing individuals from within the appointing party’s organization to undertake the following
project information management roles:
a) Project Sponsor
b) Project Delivery Manager
c) Project Information Manager
Alternatively, the appointing party can appoint the appointed party or a third-party to undertake one or
more of the project information management roles, in which case, the appointing party shall establish
a scope of services for each role.
In doing this, the appointing party shall consider:
— the tasks that individuals undertaking the role will be responsible for;
— the authority that the appointing party will delegate to the individuals undertaking the role; and
— the competency (knowledge or skills) that the individuals who undertake the role need.
5.1.2 Establish the project’s information requirements
The appointing party shall establish the project’s information requirements, as described in ISO 19650-1
(5.3), to address the questions to which the appointing party needs answer(s) at each of the key decision
points throughout the project.
In doing this, the appointing party shall consider:
— the project scope;
— the intended purpose for which the information will be used by the appointing party;
— the project plan of work;
— the intended procurement route;
— the number of key decision points throughout the project;
— the decisions that the appointing party needs to make at each key decision point; and
— the questions to which the appointing party needs answers, in order to make informed decisions.
5.1.3 Establish the project’s information delivery milestones
The appointing party shall establish the project’s information delivery milestones, at which, the
appointed party is to deliver the information model.
In doing this, the appointing party shall consider:
— the project plan of work;
— the appointing party’s key decision points; and
— the date(s) relative to each key decision point that the information model is to be delivered.
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5.1.4 Establish the project information standard
The appointing party shall establish any specific information standards required by the appointing
party’s organization within the project 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 external operators or maintainers,
— between the appointed party and the appointing party,
— between appointed parties on the same project, and
— between interdependent projects;
b) the classification system to be used;
c) the method of assignment for level of definition; and
d) the use of information during the operational phase of the asset.
5.1.5 Establish the project’s information production methods and procedures
The appointing party shall establish any specific information production methods and procedures
required by the appointing party’s organization within the information production methods and
proc
...
SLOVENSKI STANDARD
oSIST prEN ISO 19650-2:2018
01-marec-2018
Organizacija podatkov o gradbenih delih - Upravljanje podatkov z uporabo
modeliranja informacij o zgradbi - 2. del: Faza predaje sredstev (ISO/DIS 19650-
2:2018)
Organization of information about construction works - Information management using
building information modelling - Part 2: Delivery phase of assets (ISO/DIS 19650-2:2018)
Organisation von Daten zu Bauwerken - Informationsmanagement mit BIM - Teil 2:
Lieferphase der Assets (ISO/DIS 19650-2:2018)
Ta slovenski standard je istoveten z: prEN ISO 19650-2
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 19650-2:2018 en,fr,de
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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oSIST prEN ISO 19650-2:2018
DRAFT INTERNATIONAL STANDARD
ISO/DIS 19650-2.2
ISO/TC 59/SC 13 Secretariat: SN
Voting begins on: Voting terminates on:
2018-01-19 2018-03-16
Organization of information about construction works —
Information management using building information
modelling —
Part 2:
Delivery phase of the assets
Organisation des informations concernant les ouvrages de construction — Gestion de l'information par
modélisation des informations de la construction —
Partie 2: Phase de réalisation des actifs
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 19650-2.2:2018(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 2018
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oSIST prEN ISO 19650-2:2018
ISO/DIS 19650-2.2:2018(E)
COPYRIGHT PROTECTED DOCUMENT
© ISO 2018
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, Switzerland
Tel. +41 22 749 01 11
Fax +41 22 749 09 47
copyright@iso.org
www.iso.org
Published in Switzerland
ii © ISO 2018 – All rights reserved
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oSIST prEN ISO 19650-2:2018
ISO/DIS 19650-2.2:2018(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 on 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 the following URL:
www.iso.org/iso/foreword.html.
This document was prepared by ISO/TC 59, Buildings and civil engineering works, SC 13, Organization of
information about construction works.
A list of all parts in the ISO 19650 series, published under the general title Organization of information
about construction works — Information management using building information modelling, can be found
on the ISO website.
© ISO 2018 – All rights reserved
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oSIST prEN ISO 19650-2:2018
ISO DIS 19650-2.2:2018(E)
Introduction
0.1 Purpose
This document is designed to enable an appointing party to establish their requirements for information
during the delivery phase of assets and to provide the right commercial and collaborative environment
within which (multiple) appointed parties can produce information in an effective and efficient manner.
This document is applicable to built assets and construction projects of all sizes and all levels of
complexity. This includes large estates, infrastructure networks, individual buildings and pieces of
infrastructure, and the projects or programmes that deliver them. However, the requirements included
in this document should be applied in a way that is proportionate and appropriate to the scale and
complexity of the asset or project. In particular, procurement and mobilization of asset or project
appointed parties should be integrated as far as possible with documented processes for technical
procurement and mobilization.
This document uses the term “shall consider” in relation to many requirements in Clause 5. This term is
used to mean that the party in question shall think about whether a particular item is relevant, and if so
then shall think about how it is relevant, and then shall take action appropriate to the project.
This document can be used by any appointing party. If the appointing party intends this International
Standard to apply to any asset (project) this should be reflected in the appointment.
This document defines the information management process, containing the activities through which
delivery teams can collaboratively produce information and minimize wasteful activities.
This document is primarily intended for use by the following (see Figure 1):
— those involved in the management or production of information during the delivery phase of assets;
— those involved in the definition and procurement of construction projects;
— those involved in the specification of appointments and facilitation of collaborative working;
— those involved in the design, construction, operation, maintenance and decommissioning of assets;
and
— those responsible for the realization of value for their organization from their asset base.
This document describes concepts and principles which can be adopted across the industry, and will need
to be reviewed and revised on a regular basis until best practice is established.
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Key
AIM Asset Information Model
PIM Project Information Model
A start of delivery phase – handover of relevant
information from AIM to PIM
B progressive development of the design intent
model into the virtual construction model
C end of delivery phase – handback of relevant
information from PIM to AIM
Figure 1 — Scope of ISO 19650-2
0.2 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 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 localised guidance
and advice on how to implement this document for projects of varying 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.
General information on asset management can be found in ISO 55000.
Appointing parties can find that consideration of the concepts and principles contained within both ISO
19650-1 and ISO 55000 can assist the implementation of the requirements presented in this document
and development of asset management in their organization.
0.4 Benefits of ISO 19650
The aim of this document is to support all parties towards achieving their business objectives through
the effective and efficient procurement, use and management of information during the delivery phase of
assets.
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, in the broadest range of
organizations, across the broadest range of cultures, under the broadest range of appointment routes.
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ISO DIS 19650-2.2:2018(E)
0.5 Interfaces between parties and teams for the purpose of information management
For the purpose of this document, Figure 2 shows the interfaces between parties and teams in terms of
information management and should not be seen as identification of contractual relationships.
The terms for both parties and teams have been used throughout this document to identify and assign
the accountable party for each sub-activity.
NOTE: Delivery teams can join and leave the project team at any time.
NOTE: A delivery team might comprise of only one individual or organisation, which acts both as lead
appointed party and appointed party.
Key
C
…
3
A appointing party
1
3 B lead appointed party
C appointed party
C
B
… variable amount
2
C C
1 project team
B B
3 2 illustration of a delivery team
…
A
3 task team(s)
information requirements and
3
… B
information exchange
Information coordination
…
C
C C
…
C
3
Figure 2 — Interfaces between parties and teams for the purpose of information management
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oSIST prEN ISO 19650-2:2018
ISO/ DIS 19650-2.2 :2018(E)
Organization of information about construction works —
Information management using building information
modelling — Part 2: Delivery phase of the assets
1 Scope
This document specifies requirements for information management, in the form of a management
process, within the context of the delivery phase of assets and the exchanges of information within it,
when using building information modelling.
This document can be applied to all types of assets and by all types and sizes of organizations, regardless
of the chosen procurement strategy.
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, Organization of information about construction works — Information management using
building information modelling — Part 1:Concepts and Principles
ISO 12006-2, Building construction — Organization of information about construction works — Part
2:Framework for classification
3 Terms, definitions and symbols
3.1 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 19650-1 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
3.2 General terms
In addition to the terms and definitions given in ISO 19650-1, for the purposes of this document, the
following general terms apply.
3.1.1
acceptance criteria
evidence required for considering that requirements have been fulfilled
[SOURCE: ISO 22263:2008, 2.1]
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3.3 Terms related to assets and projects
In addition to the terms and definitions given in ISO 19650-1, for the purposes of this document, the
following terms related to assets and projects apply.
3.2.1
project team
appointing party and all delivery teams
3.2.2
plan of work
document that details principal stages in design, construction work and maintenance of a project and that
identifies the main tasks and people
[SOURCE: ISO 6707-2:2014 – 3.3]
3.4 Terms related to information management
In addition to the terms and definitions given in ISO 19650-1, for the purposes of this document, the
following terms related to information management apply.
3.3.1
information delivery milestone
scheduled event for a predefined information exchange
3.3.2
master information delivery plan
MIDP
plan incorporating all relevant task information delivery plans
3.3.3
task information delivery plan
TIDP
schedule of information containers and delivery dates, for a specific task team
3.5 Symbols for process diagrams
start
end
collapsed sub-process
activity
NOTE 1 the symbols used within this document have been adapted from symbols defined within ISO/IEC 19510
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4 Information management during the delivery phase of assets
4.1 Information management process during delivery phase of assets
The information management process (Figure 3) shall be applied throughout the delivery phase for each
appointment, regardless of project stage.
B
C
D E F
1 2 3 4 5 6 7 8
A
Activities
1 assessment and need A information model progressed by subsequent delivery
team(s) for each appointment
2 invitation to tender B activities undertaken per project
3 tender response C activities undertaken per appointment
4 appointment D activities undertaken during the procurement stage (of each
appointment)
5 mobilization
6 collaborative production of information E activities undertaken during the information planning stage
(of each appointment)
7 information model delivery
8 project close-out (end of delivery phase) F activities undertaken during the information production
stage (of each appointment)
Figure 3 — Information management process during the delivery phase of assets
NOTE 1 It is these activities that have been used as the structure for this document, in particular Clause 5.
NOTE 2 The order in which activities are presented (Figure 3) reflects the order in which they are undertaken.
NOTE 3 In the event that the information management process is undertaken within a single organization, the
appointment can be supplemented by an internal work instruction, followed by an acceptance of the work
1
instruction and confirmation to proceed, see ISO 19650-1:— , 6.3 and 9.1 for more information.
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ISO DIS 19650-2.2:2018(E)
5 Information management process during the delivery phase of assets
5.1 Information management process - assessment and need
5.1.1 Appoint individuals to undertake information management function
The appointing party shall have regard to the effective management of information throughout the
project and reflect the long term asset information management strategy, as described in ISO 19650-1:—
, 5.3, by appointing individuals from within the appointing party’s organization to undertake the
information management function on behalf of the appointing party.
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.
In doing this, the appointing party shall consider:
— the tasks that the prospective lead appointed party or third party will be responsible for;
— the authority that the appointing party will delegate to the prospective lead appointed party or third
party; and
— the competency (knowledge or skills) that the individuals undertaking the function will need.
NOTE “shall consider” means that the party in question shall think about whether a particular item listed is
relevant, and if so then shall think about how it is relevant, and then shall take action appropriate to the project.
5.1.2 Establish the project’s information requirements
The appointing party shall establish the project’s information requirements, as described in ISO 19650-
1:—, 5.3, to address the questions to which the appointing party needs answer(s) at each of the key
decision points throughout the project.
In doing this, the appointing party shall consider:
— the project scope;
— the intended purpose for which the information will be used by the appointing party;
— the project plan of work;
— the intended procurement route;
— the number of key decision points throughout the project;
— the decisions that the appointing party needs to make at each key decision point; and
— the questions to which the appointing party needs answers, in order to make informed decisions.
5.1.3 Establish the project’s information delivery milestones
The appointing party shall establish the project’s information delivery milestones in accordance with the
information delivery plan.
In doing this, the appointing party shall consider:
— the project plan of work;
— the appointing party’s key decision points;
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— its own information delivery obligations (if any);
— the nature and substance of information to be delivered at each key decision point; and
— the date(s) relative to each key decision point that the information model is to be delivered.
5.1.4 Establish the project’s information standard
The appointing party shall establish any specific information standards required by the appointing
party’s organization within the project’s 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 external operators or maintainers,
— between the prospective lead appointed party and the appointing party,
— between prospective appointed parties on the same project, and
— between interdependent projects;
b) the means of structuring and classifying data;
c) the method of assignment for level of information need; and
d) the use of information during the operational phase of the asset.
5.1.5 Establish the project’s information production methods and procedures
The appointing party shall establish any specific information production methods and procedures
required by their organization within the project’s information production methods and procedures.
In doing this, the appointing party shall consider specific requirements in relation to:
a) the capture of existing asset information;
b) the generation, review or approval of new information;
c) the security or distribution of information; and
d) the delivery of information to the appointing party.
5.1.6 Establish the project’s reference information and shared resources
The appointing party shall establish the reference information and shared resources that they intend to
share with the prospective lead appointed parties during the tender process or appointment.
In doing this, the appointing party shall consider:
a) existing asset information:
— from within the appointing party’s organization;
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— from adjacent asset owners (utility companies etc.);
— under license from external providers (mapping and imagery, etc.); and
— within public libraries and other sources of historical records.
b) shared resources, for example:
— process output templates (BIM execution plan, master information delivery plan, etc.);
— container templates (2D/3D graphical models, documents, etc.);
— style libraries (lines, text and hatch, etc.); or
— object libraries (2D symbols, 3D objects, etc.).
c) library objects defined within national and regional standards.
NOTE The appointing party can seek support from specialist suppliers to establish reference information or
shared resources.
5.1.7 Establish the project’s common data environment
The appointing party shall establish (implement, configure and support) the project’s common data
environment (CDE) to serve the overall requirements of the project and to support the collaborative
production of information (5.6).
The project’s common data environment shall enable:
a) each container to have a unique ID, based upon an agreed and documented convention comprised of
a number of fields separated by a delimiter;
b) each field to be assigned a value from an agreed and documented codification standard;
c) each container to have the following attributes assigned:
— status (suitability)
— revision (and version)
— classification (in accordance with the framework defined in ISO 12006-2)
d) the ability for containers to transition between states;
e) the recording of the name of user and date when container revisions transition between each state;
and
f) controlled access at a container level.
NOTE 1 The project CDE should be in place prior to issuing the invitation to tender, so that information can be
shared with tendering organizations in a secure manner.
NOTE 2 The appointing party may appoint a third-party to host, manage or support the project’s CDE. This
should be done as a separate appointment before procurement of any other appointed party starts. Or the
appointing party may, at a later date, appoint an appointed party to take over the hosting, management or support
of the project’s CDE. In either case the appointing party should define a functional and non-functional requirements
specification.
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5.1.8 Establish the project’s information protocol
The appointing party shall establish the project’s information protocol, including any associated license
agreements, which will, subsequently and appropriately, be incorporated into all appointments.
In doing this, the appointing party shall consider:
— specific obligations of the appointing party, prospective lead appointed parties and prospective
appointed parties relating to the management or production of information, including the use of the
project’s common data environment;
— any warranties or liabilities associated to the project information model;
— background and foreground intellectual property rights of information;
— the use of existing asset information;
— the use of shared resources;
— the use of information during the project, including any associated licensing terms; and
— the re-use of information following the appointment or in the event of termination.
5.1.9 Activities (Figure 5)
1.5
1.2 1.7
2 3 4 5 6 7 8
1.1 1.4
A
1.3 1.8
1.6
Key
1.1 appoint individuals to undertake the information management function
1.2 establish the project's information requirements
1.3 establish the project's information delivery milestones
1.4 establish the project’s information standard
1.5 establish the project's information production methods and procedures
1.6 establish the project’s reference information and shared resources
1.7 establish the project's common data environment
1.8 establish the project's information protocol
A information model progressed by subsequent delivery team(s) for each appointment
NOTE 1 Activities 1.2 and 1.3 are shown as parallel activities to highlight that these activities can be undertaken
concurrently.
NOTE 2 Activities 1.4, 1.5 and 1.6 are shown as parallel activities to highlight that these activities can be
undertaken concurrently.
Figure 5 — Information management process – assessment and need
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ISO DIS 19650-2.2:2018(E)
5.2 Information management process - invitation to tender
5.2.1 Establish the appointing party’s exchange information requirements
The appointing party shall establish their exchange information requirements to be met by the
prospective lead appointed party during the appointment.
In doing this, the appointing party shall:
a) establish the appointing party’s information requirements to be served during the appointment, in
consideration of their:
— organizational information requirements,
— asset information requirements, and
— project information requirements;
b) establish the level of information need required to meet each information requirement.
NOTE Other metrics to describe the status of information, such as level of accuracy, may be added to these
metrics as considered appropriate.
c) establish the acceptance criteria for each information requirement, in consideration of:
— the project’s information standard,
— the project’s information production methods and procedures, and
— the use of reference information or shared resources provided by the appointing party;
d) establish the supporting information that the prospective lead appointed party might need, in order
to fully understand or evaluate each information requirement or its acceptance criteria, in
consideration of:
— existing asset information,
— shared resources,
— supporting documents or guidance material,
— references to relevant international, national or industry standards, and
— exemplars of similar information deliverables.
e) establish the dates, relative to the project’s information delivery milestones and appointing party’s
key decision points, that each requirement has to be met, in consideration of:
— the time needed by the appointing party to review and accept information, and
— the appointing party’s internal assurance processes.
5.2.2 Assemble reference information and shared resources
The appointing party shall assemble the reference information or shared resources that they intend to
provide to the prospective lead appointed party during the tender process or appointment.
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In doing this, the appointing party shall consider:
— reference information or shared resources identified during project initiation;
— information generated during previous stages of the project; and
— the suitability for which the information can be used by the prospective lead appointed party.
NOTE 1 It is recommended that reference information and shared resources is made available to tendering
organizations in a secure environment, such as the project’s common data environment.
NOTE 2 It is recommended that appointing parties identify the suitability for which the information can be used
by tendering organizations and delivery teams, by way of a status code associated to each container.
5.2.3 Establish tender response requirements and evaluation criteria
The appointing party shall establish the requirements that tendering organizations shall meet within
their tender response, plus the criteria and weighting upon which their responses will be evaluated.
In doing this, the appointing party shall consider specific requirements relating to:
— the contents of the delivery team’s (pre-appointment) BIM execution plan;
— the competency of the prospective individuals undertaking the information management function on
behalf of the delivery team;
— the prospective lead appointed party’s assessment of the delivery team’s capability and capacity;
— the delivery team’s proposed mobilization plan; and
— the delivery team’s information delive
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