buildingSMART International Activity Proposal Project Name: Facilities Management Handover - COBie 2.5 General Information Room Governance: Building Room Contact Information Work Plan Initiator: Last name: Bill First name: East E-mail: [email protected] bill.east@prairieskyconsulting Role: Current: Chair, COBie Certified Professional™ Subcommittee Proposed: Technical Lead Other Contacts: See Appendix A for the following contacts: Three (3) bSI Chapters Four (4) software companies Three (3) expert panel members Two (2) owner organizations Three (3) notable individuals Document Information: Document/Project ID: BR-2020-1020-AP Date: 2020-07-15 Version: V1.0 ©2020 buildingSMART International TABLE OF CONTENTS 1 Glossary ................................................................................................................................ 4 2 Executive Summary ............................................................................................................... 4 3 Background .......................................................................................................................... 5 3.1 History ..................................................................................................................................... 5 3.2 Opportunity & Industry Need .................................................................................................. 7 3.2.1 Technical Specification ........................................................................................................ 7 3.2.2 Internationalization ............................................................................................................. 8 3.2.3 Implementation & Outreach ............................................................................................... 9 3.3 Project Governance ................................................................................................................. 9 3.4 Relationship to bSI Standards, Technical Work, and Technical Roadmap ............................ 10 3.5 Relationship to other Standards and Technical Work ........................................................... 10 4 Scope & Objectives ............................................................................................................. 11 4.1 Scope Statement ................................................................................................................... 11 4.2 Objectives .............................................................................................................................. 11 4.2.1 Work Package 1: Specification .......................................................................................... 11 4.2.2 Work Package 2: Implementation ..................................................................................... 12 4.2.3 Work Package 3: Outreach ................................................................................................ 12 4.2.4 Work Package 4: Translation ............................................................................................. 13 4.3 Approach ............................................................................................................................... 13 4.4 Challenges ............................................................................................................................. 14 5 Deliverables ........................................................................................................................ 15 5.1 Work Package 1: Specification .............................................................................................. 15 5.2 Work Package 2: Implementation ......................................................................................... 15 5.3 Work Package 3: Outreach .................................................................................................... 15 5.4 Work Package 4: Translation ................................................................................................. 16 6 Resources & Project Execution ............................................................................................ 16 6.1 Resources & Skills .................................................................................................................. 16 6.2 Project Execution & Management ........................................................................................ 16 6.3 Liaisons .................................................................................................................................. 16 ©2020 buildingSMART International Page 2 of 32 BR-2020-1020-AP Table of Contents (cont.) 7 Work & Time Schedule ........................................................................................................ 17 7.1 Work Package 1: Specification .............................................................................................. 17 7.2 Work Package 2: Implementation ......................................................................................... 18 7.3 Work Package 3: Outreach .................................................................................................... 19 8 Budget & Funding ............................................................................................................... 20 8.1 WORK PACKAGE 1: SPECIFICATION ....................................................................................... 20 8.2 Work Package 2: Implementation ......................................................................................... 24 8.3 Work Package 3: Outreach .................................................................................................... 27 9 References .......................................................................................................................... 28 10 Appendix A. Contacts ...................................................................................................... 29 10.1 bSI Chapters ........................................................................................................................... 29 10.2 Software Companies ............................................................................................................. 29 10.3 Owner Organizations ............................................................................................................. 29 10.4 Expert Panel Members .......................................................................................................... 29 10.5 Individuals.............................................................................................................................. 30 11 Appendix B. Selected Reading List .................................................................................... 30 ©2020 buildingSMART International Page 3 of 32 BR-2020-1020-AP 1 Glossary Body Abbreviation Short summary buildingSMART bSI International Expert Panel* EP Provides expert advice during the project on a voluntary basis during four meetings per year (on average). Building Room* BR Open forum within bSI which is responsible for the Building domain and all developments on IFC within this domain. Building Room Project BRPSC Body within the Building Room responsible for managing the Steering Committee* Building Room projects, which meets once a month and Project Lead presents the Project Dashboard during this meeting. Building Room Steering BRSC Steers the Building Room and is responsible for setting out Committee* strategy and managing initiatives and liaison with other Rooms and bodies. COBie Certified - An individual recognized as a COBie Certified Professional™, a Professional™ registry of which can be found at cobie.buildingsmart.org/registry/ Construction Operation COBie Technical Standard and package needed to support life-cycle Building information capture and exchange of building equipment handover exchange documentation. International ISO Please follow this link for more information: Standardization http://www.iso.org/iso/home.html Organization Model View Definition MVD Current bSI MVD directory: https://technical.buildingsmart.org/standards/ifc/mvd/mvd- database/ Project Leader PL Responsible for managing the project and ensures the project is delivered within budget and on time. Project Team PT Executes a project based on a project plan and delivers the results according to plan. Standards Committee* SC The senior governing body within bSI overseeing the standards process. It is comprised of representatives from members and chapters. Standards Committee SCE Establishes and manages the bSI standards process and addresses Executive* procedural and programmatic issues. Standards Committee SCTE Provides technical advice to the SC and SCE during the bSI Technical Executive* standards process and addresses project technical issues. * The buildingSMART International Standards Process describes how standards and other technical work is created and governed within buildingSMART International (http://buildingsmart.org/standards/standards-process/). ©2020 buildingSMART International Page 4 of 32 AP-2020-1020-BR 2 Executive Summary The COBie 2.5 project will update and internationalize the current Construction Operations Building information exchange (COBie) standard within the buildingSMART community and process. While technical work on the project may be quickly accomplished and published, for these updates to be implemented, the project plan must out of necessity reflect software R&D and product release cycle