Standards Development

Scope

This British Standard provides owners, operators, tenants, facility managers and property managers with guidance and recommendations in regard to the management of information and data concerning the facilities they own and/or operate. The standard is applicable to organizations managing an existing facility as well as those planning the delivery of a new facility. Whilst primarily intended for organizations in the private sector, the standard might have benefits for public sector bodies.

This standard does not cover the information and data required to deliver the operational asset, but includes recommended actions to assist in safe, correct, efficient and effective operation of the asset.

COMMENTARY

Matters in regard to operability require provision to be made within the asset delivery process; however, no account is taken in the standard for these requirements. The use of building information models (BIM) in the delivery process for a new facility is, however, anticipated by the recommendations embodied in the standard. The emphasis is on the management of information for existing facilities irrespective of whether or not the organization is contemplating the retrospective application of BIM. Information requirements in regard to the design and construction of a facility are therefore not covered. Nonetheless, this standard has been drafted to take into account the technology and application of BIM. BS 8536 recommends actions regarding the incorporation of information and data for operation of the facility in prior lifecycle phases, particularly design.

For the purpose of this British Standard, the terms “information” and “data” are used to differentiate between structured data from which meaning can be derived by the person receiving it and raw or unstructured data such as statistics, facts and transactions. Similarly, “documents” and “records” are used to differentiate between structured information that is exchanged. between people and systems and information that is created, received and maintained.

   

Purpose

The core text of BS 8587:2012 remains valid but needs updating in light of changes to some of the related guidance cited in the standard. The updated standard will help to accelerate digitalization and digital transformation in the UK construction industry by providing guidance on the identification, classification and management of data and information necessary for the design, manufacture, construction and management of buildings. The standard will also contribute to the Golden Thread, which is a digital record of a building's information used to ensure the safety of a building and its occupants.

The revision needs to align with current standards in information management, principally the ISO 19650 series, and to reflect changes in practices in light of the Building Safety Act. Some terminology will also need to be revised to ensure consistency with other published standards in facilities management.

Proposed table of contents

0 Introduction

1 Scope

2 Normative references

3 Terms, definitions and abbreviations

3.1 Terms and definitions

3.2 Abbreviations

4 Primary processes

4.1 Information management

4.1.1 General

4.1.2 Information management strategy

4.1.3 Information management policy

4.1.4 Information management procedure

4.1.5 Digital facility handbook

4.1.6 Information security and data protection

4.1.7 Roles, responsibilities and accountabilities

4.2 Facility data and information

4.2.1 General

4.2.2 Data elements

4.2.3 Nature of data and information

4.2.4 Data and information collection

4.2.5 Building information modelling (BIM)

4.2.1 Standards and protocols for information modelling

4.2.2 Data and information exchange

4.2.3 Data and information transfer

4.3 Systems and interfaces

5 Data and information

5.1 Legal information

5.1.1 General

5.1.2 Identification

5.1.3 Admissibility of digital information

5.1.4 Records and registers

5.1.5 Asset registers

5.1.6 Approvals and permits

5.1.7 Risk assessments

5.1.8 Inspections and tests

5.1.9 Employment and personnel

5.1.10 Data privacy

5.1.11 Health and safety

5.1.12 Golden Thread of information

5.1.13 Accessibility and impairment

5.1.14 Equalities

5.1.15 Sustainable development

5.2 Commercial data and information

5.2.1 General

5.2.2 Valuations

5.2.3 Leases and tenancy agreements

5.2.4 Service level agreements

5.2.5 Service charge agreements

5.2.6 Other agreements and contracts

5.3 Financial data and information

5.3.1 General

5.3.2 Procurement of services and supplies

5.3.3 Budgets

5.3.4 Contract administration

5.3.5 Cost accounting

5.3.6 Performance measurement

5.3.7 Reporting

5.4 Technical data and information

5.4.1 General

5.4.2 As-built information

5.4.3 Making good defects

5.4.4 Building log-book and building manual

5.4.5 Building structure and fabric

5.4.6 Building services installations

5.4.7 Drainage and water recycling

5.4.8 Condition survey

5.4.9 Environmental assessment

5.4.10 Energy performance

5.4.11 Operating procedures

5.4.12 Warranties, repairs and spare parts

5.4.13 Method statements

5.4.14 Maintenance schedules

5.4.15 Service specifications

5.5 Managerial data and information

5.5.1 General

5.5.2 Organization and resources

5.5.3 Security, safeguarding and well-being

5.5.4 House rules

5.5.5 Arrival and reception

5.5.6 Emergencies

5.5.7 Helpdesk

5.5.8 Quality assurance

5.5.9 Post-implementation review

5.5.10 Building performance evaluation

5.5.11 Performance management

5.5.12 ESG

5.5.13 Transportation

5.5.14 Space utilization

5.5.15 Benchmarking

5.5.16 Change programmes

5.5.17 Business continuity management

Annexes

A. Example RASCI chart

B. Typical building manual contents

C. Typical building user guide contents Bibliography