BS 8587-2012 Guide to facility information management《设施信息管理指南》.pdf

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1、raising standards worldwideNO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAWBSI Standards PublicationBS 8587:2012Guide to facility informationmanagementPublishing and copyright informationThe BSI copyright notice displayed in this document indicates when the documentwas last iss

2、ued. The British Standards Institution 2012Published by BSI Standards Limited 2012ISBN 978 0 580 78216 9ICS 01.040.03 | 03.080.99 | 91.040.01The following BSI references relate to the work on this standard:Committee reference FMW/1Draft for comment 12/30259858 DCPublication historyFirst (present) ed

3、ition, October 2012Amendments issued since publicationDate Text affectedBS 8587:2012 BRITISH STANDARDContentsForeword iiIntroduction 11 Scope 22 Normative references 23 Terms, definitions and abbreviations 24 Primary processes 55 Information and data 14AnnexesAnnex A (informative) Example RASCI char

4、t 31Annex B (informative) Typical building manual contents 32Annex C (informative) Typical building user guide contents 33Bibliography 35List of figuresFigure 1 Information categorization 9Figure 2 Steps in the information management process 11List of tablesTable A.1 Typical tasks and allocated role

5、s 31Summary of pagesThis document comprises a front cover, an inside front cover, pages i to ii,pages 1 to 36, an inside back cover and a back cover.BRITISH STANDARD BS 8587:2012 The British Standards Institution 2012 iForewordPublishing informationThis British Standard is published by BSI Standards

6、 Limited, under licence fromThe British Standards Institution, and came into effect on 31 October 2012. Itwas prepared by Technical Committee FMW/1, Facilities Management. A list oforganizations represented on this committee can be obtained on request to itssecretary.Information about this documentT

7、he initial drafting of this British Standard was produced in association with theDepartment for Business, Innovation and Skills as part of its on-goingprogramme of support for standardization.Use of this documentAs a guide, this British Standard takes the form of guidance andrecommendations. It shou

8、ld not be quoted as if it were a specification or a codeof practice and claims of compliance cannot be made to it.It has been assumed in the preparation of this British Standard that theexecution of its provisions will be entrusted to appropriately qualified andexperienced people, for whose use it h

9、as been produced.Presentational conventionsThe guidance in this standard is presented in roman (i.e. upright) type. Anyrecommendations are expressed in sentences in which the principal auxiliaryverb is “should”.Commentary, explanation and general informative material is presented insmaller italic ty

10、pe, and does not constitute a normative element.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 from legalobligation

11、s.In particular, attention is drawn to the following specific Acts and Regulations:The Equality Act 2010 1The Transfer of Undertakings (Protection of Employment) (Amendment)Regulations 2009 2The Freedom of Information Act 2000 3The Health and Safety at Work etc. Act 1974 4The Construction (Design an

12、d Management) Regulations 2007 5The Data Protection Act 1998 6BRITISH STANDARDBS 8587:2012ii The British Standards Institution 2012IntroductionThe efficient and effective management of facility-related information isnecessary for owners and operators in order to comply with requirements of theorgani

13、zation and financial obligations and duties, as well as being able to deriveoptimal use and benefit from their facilities. The breadth of information to bemanaged can be substantial and demands a structured approach to itscollection, maintenance, updating, communication and control. The startingpoin

14、t for owners, as the primary organization with an interest in informationabout a facility, is to be able to understand the various types of information anddata that are needed for the day-to-day management of their facilitythroughout its life. The purpose of this British Standard is to assist with t

15、heidentification, structuring and compilation of information and data required fora wide range of purposes and needs. These requirements can take the form of afacility handbook containing legal, commercial, financial, technical andmanagerial information which is made available to personnel with thea

16、ppropriate authority. The facility handbook is a medium for providing relevantand comprehensive information and data necessary to sustain the facilitysoperations into the future.Building log-books and, increasingly, building manuals and building user guidesare prepared for facilities. Ownership and

17、management of a facility brings withit the responsibility for safe and correct operation, which extends to thewell-being of occupants and other users. These undertakings go beyondconcerns about the technical aspects of the facility to cover myriad issues forwhich owners, and those acting on their be

18、half, have specific responsibilities andaccountabilities. Information and data needed for these purposes might befound in different parts of the organization; in some cases, information mightsimply be unavailable. Knowing which information and data an organizationneeds to collect, maintain, update,

19、communicate and control can provechallenging. Since facilities are the physical assets that an organization possessesthere is the need to protect, even enhance, the value of that investment.Knowledge about facilities has real value; moreover, the cost of delivering theasset in the first instance inc

20、ludes the cost of producing and managinginformation and data. In the case of a new facility, an information asset isdelivered alongside the physical asset. The relationship between the two has tobe understood if the facility is to be delivered as promised and if it is to serve itsintended purpose we

21、ll into the future.Information management, in particular facility information management,provides a focus for addressing the previously mentioned concerns and interests.By considering the totality of the information and data required to support thesafe, correct, efficient and effective operation of

22、a facility, owners and operatorscan better understand their current and likely future obligations andcommitments. Owners, in particular, might already be aware of the extent oftheir legal obligations, but might not fully comprehend demands orrequirements in other areas affecting their facilities suc

23、h as those of acommercial, financial and managerial nature. A further dimension of facilityinformation management is to ensure that the right information iscommunicated to the right people at the right time in the right format. It is,however, important to stress that information management is not pr

24、imarily aninformation technology issue. Technology can significantly improve the integrityof information and data and the speed at which it is communicated. Before thatcan happen there has to be a sufficiently developed understanding of theprinciples and practices embodied in information management

25、and howinformation and data can be managed in the best interests of the organizationmanaging the facility.BRITISH STANDARD BS 8587:2012 The British Standards Institution 2012 11 ScopeThis British Standard provides owners, operators, tenants, facility managers andproperty managers with guidance and r

26、ecommendations in regard to themanagement of information and data concerning the facilities they own and/oroperate. The standard is applicable to organizations managing an existingfacility as well as those planning the delivery of a new facility. Whilst primarilyintended for organizations in the pri

27、vate sector, the standard might havebenefits for public sector bodies.This standard does not cover the information and data required to deliver theoperational asset, but includes recommended actions to assist in safe, correct,efficient and effective operation of the asset.COMMENTARY ON CLAUSE 1Matte

28、rs in regard to operability require provision to be made within the assetdelivery process; however, no account is taken in the standard for theserequirements. The use of building information models (BIM) in the delivery processfor a new facility is, however, anticipated by the recommendations embodi

29、ed in thestandard. The emphasis is on the management of information for existing facilitiesirrespective of whether or not the organization is contemplating the retrospectiveapplication of BIM. Information requirements in regard to the design andconstruction of a facility are therefore not covered. N

30、onetheless, this standard hasbeen drafted to take into account the technology and application of BIM. BS 8536recommends actions regarding the incorporation of information and data foroperation of the facility in prior lifecycle phases, particularly design.For the purpose of this British Standard, th

31、e terms “information” and “data” areused to differentiate between structured data from which meaning can be derivedby the person receiving it and raw or unstructured data such as statistics, facts andtransactions. Similarly, “documents” and “records” are used to differentiate betweenstructured infor

32、mation that is exchanged between people and systems andinformation that is created, received and maintained.2 Normative referencesThe following documents, in whole or in part, are normatively referenced in thisdocument and are indispensable for its application. For dated references, onlythe edition

33、cited applies. For undated references, the latest edition of thereferenced document (including any amendments) applies.Standards publicationsBS EN 15221-1, Facility management Part 1: Terms and definitionsBS ISO 10845-1, Construction procurement Part 1: Processes, methods andproceduresBS ISO 10845-2

34、, Construction procurement Part 2: Formatting and compilationof procurement documentationOther publicationsN1 RIBA. Uniclass: Unified Classification for the Construction Industry. London:RIBA Publishing, 1997.3 Terms, definitions and abbreviations3.1 Terms and definitionsFor the purposes of this Bri

35、tish Standard, the terms and definitions given inBS EN 15221-1, BS ISO 10845-1, BS ISO 10845-2 and the following apply.BRITISH STANDARDBS 8587:20122 The British Standards Institution 20123.1.1 as-built informationexpression of the design, its working detail, construction works and/orinstallations, f

36、unctions, operations and maintenance needs of a facility in a formsuitable for use in managing that facilityBS 8536:2010, 3.53.1.2 asset cost breakdownitemization of the capital cost of a facility asset in terms of its constituent parts3.1.3 asset registercollection of records holding information ab

37、out facility assets in terms of theirmanufacturer, vendor, make, model, specifications, date of acquisition, initialcost, maintenance cost and requirements, accumulated depreciation andwritten-down value3.1.4 building information model (BIM)shared digital representation of physical and functional ch

38、aracteristics of anybuilt object (including buildings, bridges, roads, etc.) which forms a reliable basisfor decisionsBS ISO 29481-1:2010, 2.23.1.5 building log-bookoperations and maintenance information used to improve energy managementwithin a building3.1.6 building manualguidance to assist in mak

39、ing the best use of the design features, services andsystems of a building or other facility3.1.7 business continuity management (BCM)holistic management process that identifies potential threats to an organizationand the impacts to business operations that those threats, if realized, mightcause, an

40、d which provides a framework for building organizational resiliencewith the capability for an effective response that safeguards the interests of itskey stakeholders, reputation, brand and value-creating activitiesBS 25999-1:2006, 2.33.1.8 computer-aided facilities management (CAFM)systems, applicat

41、ions and tools that automate functions needed to support thecore business in its efficient and effective use of facilities3.1.9 critical activitiesactivities which have to be performed in order to deliver the key products andservices which enable an organization to meet its most important andtime-se

42、nsitive objectivesBS 25999-1:2006, 2.123.1.10 data dropdata that are deliverable at a defined gateway in a stage-gated process3.1.11 data elementbasic unit of information that is quantifiable and measurable3.1.12 documentfixed and structured amount of information that can be managed andinterchanged

43、as a unit between users and systemsBS ISO 29845:2011, 3.11BRITISH STANDARD BS 8587:2012 The British Standards Institution 2012 33.1.13 facility handbookorganized collection of documentation covering the operation of a facilityBS 8536:2010, 3.243.1.14 facility-related serviceservice supporting the pr

44、imary activities of an organization, delivered by aninternal or external providerBS 8572:2011, 3.1.93.1.15 flawless start-upfault-free commencement of operations3.1.16 green leaseuse of incentives to align parties toward sustainable business practices withinthe terms of a lease agreement3.1.17 infor

45、mation handover planstatement of intentions and timings for the delivery of information assets3.1.18 information managementprocessing and storage of information in a controlled mannerBS 10008:2008, 3.63.1.19 information management planstatement of intention for the collection, maintenance, updating,

46、communication and control of information and data3.1.20 manual of authoritiesdocument containing the authorities and authority holders within anorganization relating to its business, functions and legal entities3.1.21 post-implementation reviewstudy of the effects of a system after it has reached a

47、stabilized state ofoperational useBS ISO 2382-20:1990, 20.02.09NOTE Examples of systems include a management system for organizing jobs or anengineering system for controlling the internal environment.3.1.22 post-occupancy evaluationprocess of evaluating a building or other facility in a systematic

48、and rigorousmanner after it has been built and occupied3.1.23 RASCI chartresponsible, accountable, supported, consulted and informed chart that is usedto summarize the roles and functions performed in a process and the activitieswithin itBS 8572:2011, 3.1.203.1.24 recordinformation created, received

49、 and maintained as evidence by an organization orperson3.1.25 space utilizationmeasure of whether and how space is being used3.1.26 sustainable space provisionappropriate and affordable space requirement of an organizationBRITISH STANDARDBS 8587:20124 The British Standards Institution 2012NOTE It is advisable that future needs for space are planned for, taking intoaccount the finances required for maintenance and upkeep.3.2 AbbreviationsFor the purposes of this British Standard, the following abbreviations apply.BIM Building