ISO 19650-3
Assessment and need.
Before the project is undertaken and an invitation to tender is in place, the appointing party needs to take a number of steps in order to establish their objectives, requirements and expectations from all involved parties (pre-appointed at this stage) or appointed during the below process.
The standard lists 13 steps in this process, as pictured in Clause 5.1.14, Figure 5 of the EN ISO 19650-3.
Appoint individuals to undertake the information management function.
Like ISO 19650-2, the appointing party specifies and defines roles for Information Management related processes (i.e., the appointment of the lead appointing party or 3rd party). At this stage, the appointing party will consider individuals who will undertake specific functions for the appointment. Annex A of ISO 19650 contains a link to the details related to activities for individuals.
Establish Organizational Information Requirements (OIR).
The Organizational Information Requirements is the document that “sits” at the very top of the project’s requirements hierarchy. This document will directly influence other requirements documents (such as AIR, EIR and PIR). This document needs to outline the information requirements for an organisation that are directly linked to asset management systems. Decision makers are responsible for the strategic planning related to assets and asset systems that will be maintained throughout the lifecycle. As mentioned previously, any organisation will need to identify any benefits for the Information Management Process in the Operation Phase.
Identify the assets for which information shall be managed.
Before the asset information requirement document can be completed, the appointing party (see clause 3.1 EN ISO 19650-3 for definition) needs to select assets that are important for Information and Facility Management. This decision will impact the cost and benefits that the Organisation can achieve from information developed for these assets. Clause 5.1.3 of the standard lists some additional considerations related to those decisions.
Define Asset Information Requirements AIR.
Asset Information Requirements document establishes the maintainable assets and their details (i.e., Asset ID, Warranty, Spatial Data). AIR is created to support managerial OIR. AIR is closely connected with the Asset Information Model and is crucial to define Information for the whole life cycle of predefined (maintainable) assets. The appointing party needs to consider some additional factors when creating AIR:
other standards (i.e., ISO 55000 and ISO 55001) and their impacts on information and asset management processes
Decide on the ownership of assets and related information
Information requirements for asset management
There are 5 sections related to information requirements that need consideration when developing an AIR:
Managerial – information supporting managerial OIR (i.e., Unique IDs, Warranty periods)
Technical – information supporting technical OIR (i.e., Commissioning dates, Maintenance schedules & inspection procedures for the defined core maintainable assets)
Legal - – information supporting legal OIR (i.e., asset-related contractual information)
Commercial - information supporting commercial OIR (i.e., descriptions of assets and the asset systems they serve)
Financial - information supporting financial OIR (i.e., Asset operating cost)
AIR examples can be found under clause A4 of EN ISO 19650-3.
Identify the foreseeable trigger events for which information shall be managed.
The appointing party will define possible scenarios/triggers within the Operation Phase, during which information for assets related to this event will be generated. (i.e., Air Handling Unit replacement renovation works more under Annex A3 of EN ISO 19650-3)
Establish the asset information standard.
Definition of asset-related standards by appointing party. These standards would influence and define:
Information exchange between all appointment stakeholders
Definition Structure and selected classification (Uniclass is specificated in the Irish Annex)
The method of assignment for the level of information need.
Future use of assets information for delivery phase and operation phase of associated assets.
Additional considerations are listed in clause 5.1.6 of EN ISO 19650-3.
Appointing party defines asset information production methods and procedures.
The appointing party will define the methods and procedures for producing asset information during the appointment. The organisation needs to consider existing asset information (if required for the appointment), processes related to the creation of new information, information security and the delivery of information by the appointing party, including formats of the information and compatibility with existing Organisation’s systems. More details and consideration under clause 5.1.7 of EN ISO 19650-3.
Establish the reference information and shared resources.
This step is for the appointing party and will prepare any reference information and resources such as shared documents, survey information, existing reference drawings or models, and pre-defined BIM libraries. These will be shared with any stakeholders (i.e., the Lead appointed party) after the appointment phase.
Establish the common data environment.
Common Data Environment (CDE) – CDE is a single source of information that the appointing party is responsible for selecting and establishing; this step will have implications for asset information management (see Clause 12, ISO 19650-1). CDE will help with the development and sharing of information within the process.
For CDE to fulfil its objectives, it needs to match certain criteria to enable and support the information management process of the assets (see Clause 5.1.9 EN ISO 19650-3 for more details).
Establish links to enterprise systems.
Considering the appointing party Organisation is in Operation, the appointing party needs to consider any existing (enterprise) systems (i.e. asset/facility management system, Document management system, more in Clause A5 of EN ISO 19650-3) that already store existing assets data. If these systems are to be used for any assets that are part of this process, the appointing party will need to take steps to align existing requirements with the ones that are part of this process.
Establish the asset information model.
The Asset Information Model (AIM) incorporates all information (Project information Model, PIM developed during the delivery phase) that will be used to support the Operations and maintenance phase activities. This is of high importance for clients or Facility Managers throughout the lifecycle of assets. The AIR document defines AIM details. Typically, the information that comprises AIM is geometrical information, alphanumeric information, and documentation.
When establishing the AIM, the appointing party needs to consider details related to information production, collection and maintenance. Alignment with AIR and related information quality. Access rights with an organisation. Information interoperability and data formats for exchange.
The appointing party must ensure that existing or new AIM is aligned with the AIR defined for this process. For additional considerations, see clause 5.1.11 ISO 19650-3.
The relationship between the Project Information Model (PIM) and Asset Information Model (AIM) can be found in Figure 1 ISO 19650-3. ISO 19650-3.
Establish processes to maintain the AIM.
Once the AIM is established, all information needs to be maintained in order to keep up-to-date information about assets. ISO 19650-3 clause 5.1.12 lists the 10 steps for the lifecycle of the asset.
Establish the asset information protocol.
The appointing party will establish an asset information protocol (similar to the Information Protocol see ISO 19650-2) to define all stakeholders’ rights, roles and obligations related to the Asset Information Model (AIM). For more consideration, see clause 5.1.13 of ISO 19650-3.
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Links to helpful resources here.