BS 8536-1-2015 Briefing for design and construction Code of practice for facilities management (Buildings infrastructure)《设计和施工概述 设施管理实施规范 (建筑基础设施)》.pdf

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1、BSI Standards PublicationBS 8536-1:2015Briefing for design andconstruction Part 1: Code of practice for facilitiesmanagement (Buildingsinfrastructure)Publishing and copyright informationThe BSI copyright notice displayed in this document indicates when the documentwas last issued. The British Standa

2、rds Institution 2015Published by BSI Standards Limited 2015ISBN 978 0 580 88550 1ICS 03.080.99; 91.040.01The following BSI references relate to the work on this document:Committee reference FMW/1Draft for comment 15/30315620 DCPublication historyFirst published as BS 8536, October 2010First publishe

3、d as BS 8536-1, July 2015Amendments issued since publicationDate Text affectedBS 8536-1:2015 BRITISH STANDARDContentsForeword ii0 Introduction 11 Scope 22 Normative references 23 Terms, definitions and abbreviations 34 Design and construction for operability 85 Work stages 24AnnexesAnnex A (informat

4、ive) Brief checklist (example) 67Annex B (informative) Environmental performance evaluation (example) 69Annex C (informative) Social (i.e. functionality and effectiveness) performanceevaluation (example) 70Annex D (informative) Economic (cost) performance evaluation (example) 71Annex E (informative)

5、 Responsibility assignment matrices (examples) 73Annex F (informative) Risk and opportunity assessment (example) 74Annex G (informative) Plain language questions for the owner (examples) 75Annex H (informative) Stakeholder identification 77Annex I (informative) Stakeholder impact analysis 78Annex J

6、(informative) Activity checklist 79Bibliography 85List of figuresFigure1WorkStages 12Figure 2 Overall approach highlighting the importance of performance reviewsand feedback 13Figure 3 Asset-project model and feedback 23Figure I.1 Stakeholder impact/probability matrix 79List of tablesTable E.1 Typic

7、al tasks and allocated roles (extract) 73Table E.2 Typical design responsibility matrix incorporating informationexchanges (extract) 73Table F.1 Risks and opportunities 74Table J.1 Summary of main activities by focus area and work stage 80Summary of pagesThis document comprises a front cover, an ins

8、ide front cover, pages i to iv,pages 1 to 88, an inside back cover and a back cover.BRITISH STANDARD BS 8536-1:2015 The British Standards Institution 2015 iForewordPublishing informationThis Part of BS 8536 is published by BSI Standards Limited, under licence fromThe British Standards Institution, a

9、nd came into effect on 31 July 2015. It wasprepared by Technical Committee FMW/1, Facilities management. A list oforganizations represented on this committee can be obtained on request to itssecretary.SupersessionThis Part of BS 8536 supersedes BS 8536:2010, which is withdrawn.Relationship with othe

10、r publicationsBS 8536, Briefing for design and construction, will eventually comprise twoparts: Part 1: Code of practice for facilities management (Buildings infrastructure);and Part 2: Code of practice for asset management (Linear and geographicalinfrastructure).Information about this documentThe i

11、nitial drafting of this British Standard was produced in association with BISas part of their ongoing programme of support for standardization.Briefing for design and construction focuses on those aspects of design,construction, testing and commissioning, handover and start-up of operationsthat are

12、concerned with achieving the required operational performance of anew or refurbished asset/facility. These include, but are not limited to, overallconcept, context, uses, access, visual form, environmental impact, space, internalenvironment, durability, adaptability, usability and engineering perfor

13、mance.This revision introduces the following principal changes: broadening of the scope of the standard to take account of operationalrequirements during design, construction, testing and commissioning,handover, start-up of operations and during defined periods of aftercare; the incorporation of the

14、 principles of soft landings (3.1.51); integration of comprehensive information management with therequirements for post-occupancy evaluation (POE) to strengthen the linkbetween asset/facility owners, operators, operations teams and facilitymanagers, as appropriate, and the design and construction t

15、eam to assureperformance of the design and the operational asset/facility; cross-referencing of information requirements associated with “Level 2 BIM”in accordance with PAS 1192-2, PAS 1192-3 and BS 1192-4; and updating the retained content to align with current industry best practicesin briefing.Th

16、e aim is three-fold: to improve the focus of the supply chain on performancein use; to extend supply chain involvement through to operations and definedperiods of aftercare; and to involve the operator, operations team or facilitymanager, as appropriate, from the outset.Whilst this standard assumes

17、the use of “Level 2 BIM” for projects, the adoptionof soft landings (see 3.1.51) is not precluded where “Level 2 BIM” cannot beachieved across the project.BRITISH STANDARDBS 8536-1:2015ii The British Standards Institution 2015This standard forms part of an existing set of standards connected with fa

18、cilitiesmanagement.This standard broadly aligns with the principles of The soft landings frameworkpublished by UBT and BSRIA 1 and the principles identified in Government SoftLandings 2. Soft landings (3.1.51) is concerned with the smooth transition fromdesign and construction into operation and use

19、 of an asset/facility. It advocatesclose collaboration during briefing, design, construction and handover betweenthe design and construction team and the operator, operations team or facilitiesmanager, as appropriate, in matters affecting operations and end-users, in orderto maintain focus on the re

20、quired outcomes.Use of this documentAs a code of practice, this British Standard takes the form of guidance andrecommendations. It should not be quoted as if it were a specification andparticular care should be taken to ensure that claims of compliance are notmisleading.Any user claiming compliance

21、with this British Standard is expected to be able tojustify any course of action that deviates from its recommendations.Presentational conventionsThe provisions of this standard are presented in roman (i.e. upright) type. Itsrecommendations are expressed in sentences in which the principal auxiliary

22、verb is “should”.Commentary, explanation and general informative material is presented insmaller italic type, and does not constitute a normative element.The word “should” is used to express recommendations of this standard. Theword “may” is used in the text to express permissibility, e.g. as an alt

23、ernative tothe primary recommendation of the Clause. The word “can” is used to expresspossibility, e.g. a consequence of an action or an event.Notes and commentaries are provided throughout the text of this standard.Notes give references and additional information that are important but do notform p

24、art of the recommendations. Commentaries give background information.Contractual and legal considerationsThis publication does not purport to include all the necessary provisions of acontract. Users are responsible for its correct application.Compliance with a British Standard cannot confer immunity

25、 from legalobligations.BRITISH STANDARD BS 8536-1:2015 The British Standards Institution 2015 iiiBRITISH STANDARDBS 8536-1:2015This page deliberately left blankiv The British Standards Institution 20150 IntroductionThis British Standard considers matters relating to projects for the delivery ofasset

26、s/facilities according to defined operational requirements, includingmaintenance, and expected performance outcomes. For the purpose of thisBritish Standard, the term “design and construction team” covers the collectiveefforts of designers, constructors, subcontractors, operators, operations teams,f

27、acility managers and other specialists, representing the disciplines and skill-setsengaged in the delivery of a new asset/facility or the refurbishment of oneexisting. An integrated design and construction team offers benefits in terms ofcoordinated design and problem solving, as well as considerati

28、on of buildabilityand operational impacts. This British Standard emphasizes the importance ofadopting a whole-life view of an asset/facility; not solely its design andconstruction or refurbishment. In this regard, it is important to recognize that avast amount of information and data about an asset/

29、facility is generated andexchanged during its lifetime and that a security-minded approach to thehandling of such information and data will need to be adopted.The principle of buildability is widely applied in design. However, the principleof operability has not historically been considered to the s

30、ame extent. Designdecisions have to be based upon accurate and relevant information and data,and their impact on operational needs has to be understood before they arecommitted to construction work and/or installation. The most effective time tocomment on the suitability or effectiveness of design i

31、s before it is finalized.Testing assumptions during design is necessary to understand how theasset/facility will perform in operation. Whilst it is too late to comment on thedesign of the asset/facility once it is operational, systematic measurement,analysis, comparison and feedback can be useful in

32、 informing the design offuture assets/facilities.This British Standard is intended to complement and strengthen briefingpractices and procedures by:a) promoting the early involvement of the operator, operations team or facilitymanager, as appropriate; andb) extending the commitment on the part of th

33、e design and construction teamto aftercare post-handover of the asset/facility and its correct, safe, secureand efficient operation in line with environmental, social, security andeconomic performance targets.The requirements of inclusive design and of managing design in constructionhave been incorp

34、orated to anticipate the implications for managingassets/facilities and their environments effectively and inclusively when theybecome operational. This British Standard outlines the primary activities,information, questions and deliverables to be addressed by the designers,constructors, subcontract

35、ors and other specialists to support their work and soensure that the asset/facility owner and the operator, operations team andfacility manager, as appropriate, are provided with as much certainty as possiblein regard to the required operational performance of the asset/facility.This British Standa

36、rd broadly aligns with the principles of The soft landingsframework published by UBT and BSRIA 1 and the principles identified inGovernment Soft Landings 2.BRITISH STANDARD BS 8536-1:2015 The British Standards Institution 2015 11 ScopeThis Part of BS 8536 gives recommendations for briefing for desig

37、n andconstruction to ensure that the design takes account of the expectedperformance of the asset/facility in use over its planned operational life. It isapplicable to the provision of documentation supporting this purpose duringdesign, construction, testing and commissioning, handover, start-up ofo

38、perations and defined periods of aftercare.This British Standard is not intended to provide detailed guidance on design orconstruction, but is concerned with information and data that are needed inorder that due consideration can be given to operability and performancerequirements for the new or ref

39、urbished asset/facility. It does not coverdecommissioning or other end of life activities.This British Standard is intended for use by individuals and organizationspreparing or contributing to design, construction and operations, in both thepublic and private sectors, including owners refurbishing a

40、n existingasset/facility, organizations procuring a new asset/facility, and the designers,constructors, subcontractors, operators, operations teams, facility managers andother specialists engaged in such activities.2 Normative referencesThe following referenced documents are indispensable for the ap

41、plication ofthis document. For dated references, only the edition cited applies. For undatedreferences, the latest edition of the referenced document (including anyamendments) applies.BS 1192:2007, Collaborative production of architectural, engineering andconstruction information Code of practiceBS

42、1192-4, Collaborative production of information Part 4: Fulfilling employersinformation exchange requirements using COBie Code of practice1)PAS 1192-2, Specification for information management for the capital/deliveryphase of construction projects using building information modelling2)PAS 1192-3, Sp

43、ecification for information management for the operationalphase of assets using building information modelling3)PAS 1192-5, Specification for security-minded building information modelling,digital built environments and smart asset management1)This standard also gives an informative reference to BS

44、1192-4:2014.2)This standard also gives an informative reference to PAS 1192-2:2013.3)This standard also gives an informative reference to PAS 1192-3:2014.BRITISH STANDARDBS 8536-1:20152 The British Standards Institution 20153 Terms, definitions and abbreviations3.1 Terms and definitionsFor the purpo

45、se of this British Standard the following terms and definitionsapply.3.1.1 accessability of reaching and using a service or facilitySOURCE: BS ISO 16439:2014, 3.23.1.2 accessibilityease of reaching and using a service or facilitySOURCE: BS ISO 11620:2014, 2.23.1.3 activitytask that is needed to prod

46、uce a deliverable3.1.4 adaptabilitypossibility of changing characteristics such as volume, function or space in orderto meet new demands or needs3.1.5 aftercaredefined period post-handover of an asset/facility in which the design andconstruction team passes on information and knowledge to the operat

47、or,operations team or facility manager, responds to queries and problems, andmonitors and reviews the assets/facilitys performance.3.1.6 as-constructed informationexpression of the design, its working detail, construction work and/orinstallations, functions and operation and maintenance needs of an

48、asset/facilityin a form suitable for use in managing that asset/facility3.1.7 assetitem, thing or entity that has potential or actual value to an organizationSOURCE: BS ISO 55000:2014, 3.2.13.1.8 asset information model (AIM)data and information that relate to assets to a level required to support a

49、norganizations asset management systemSOURCE: PAS 1192-3:2014, 3.1.4, modified3.1.9 asset information requirements (AIR)data and information requirements of the organization in relation to theasset(s) for which it is responsibleSOURCE: PAS 1192-3:2014, 3.1.5, modified3.1.10 asset managementcoordinated activity of an organization to realize value from assetsSOURCE: BS ISO 55000:2014, 3.3.13.1.11 basis for designinformation and data concerning the required function, form, layout,specification and operation of an asset/fac