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Standards Process
Briefing
Toronto Technical Summit
Richard Petrie, buildingSMART International
Agenda
Welcome to New Members
buildingSMART Role and Purpose
New Organization - Key Strategic Principles
New Organization - Overview and Key Operational Principles
Standards Process - Overview
Standards Process - Development and Implementation
Hierarchy of International StandardsWhy bSI and Why a New Standards Process?
Corporate Technical Specifications
Private Standards
Open Industry Standards
National Standards
Int’l
Standards
ISO
European Standards EN
High Low
Low High
Hierarchy of International StandardsWhy bSI and Why a New Standards Process?
Corporate Technical Specifications
Private Standards
Open Industry Standards
National Standards
Int’l
Standards
ISO
European Standards EN
High Low
Low High
Hierarchy of International StandardsWhy bSI and Why a New Standards Process?
Corporate Technical Specifications
Private Standards
Open Industry Standards
National Standards
Int’l
Standards
ISO
European Standards EN
High Low
Low High
Agenda
Welcome to New Members
buildingSMART Role and Purpose
New Organization - Key Strategic Principles
New Organization - Overview and Key Operational Principles
Standards Process - Overview
Standards Process - Development and Implementation
Standards Body of Reference
Vibrant Chapters
Quality Mark in demand
Our Journey: Success
Working Together
Easy Access
Momentum
• Huge task! Really we all need to work
together
• Increasing activity - Danger of
conflicting approaches and confusion
• Implementation will be even slower
without consensus
• Addressing this huge challenge
requires an industry body with broad
engagement
Key Principles: Conditions for Success
Goal is to create an environment which satisfies these conditions:
• The standards process must provide an clear and transparent
mechanism to create international consensus
• Trusted
• Open
• Neutral & Independent
• Safe IPR
• Enabling – empower the community
Key Principles: New Organization
Controlling:Give us the money
Enabling:The market will decide
Technically led
Fragmented initiatives
Restricted community
Process led
Open processes
Broad engagement
International reach
Utilise crowd sourcing
Accessible information
OGC = Open Geospatial Consortium http://www.opengeospatial.org/W3C = World Wide Web Consortium http://www.w3.org/
Key Principles: Operating Style
Agenda
Welcome to New Members
buildingSMART Role and Purpose
New Organization - Key Strategic Principles
New Organization - Overview
Standards Process - Overview
Standards Process - Development and Implementation
buildingSMART Organization
Three Core Programs
International Council
ExCom
Executive
Strategic Advisory Council
ComplianceStandards Chapters
Standards Organization
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
Review
Chapters & Members
Open Access
Projects
Projects
Projects
Projects
Standards Organization
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Senior Governance Body:
Appointed by Chapters
and Members
Votes on new Standards
Defines Standards Process
Chapters & Members
Standards Organization
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Appointed by
Standards
Committee
Runs Standards
Process day to day
Chapters & Members
Standards Organization
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Rooms:
Open access domain or
subject focused to assess
common needs and solutions
Chapters & Members
Standards Organization
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Groups:
Defined purpose
activity of a large
or on-going nature
Two Types:
• Support
• Working
Chapters & Members
Standards Organization
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Projects:
Specific activity
with committed
resources to create
a new Standard
Chapters & Members
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Voting authority
transferred from old
ITM and IUG
Chapters & Members
Organization Transition: Old to New
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Chapters & Members
Organization Transition: Old to NewRooms and Groups:
1. Map directly from old organization
2. Are governed by Standards Committee
and follow the Standards Process
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Former Technical
Committee / ITM
becomes the
Technical Room
Chapters & Members
Organization Transition: Old to New
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
ProjectsFirst new Room
Chapters & Members
Organization Transition: Old to New
Room Groups Key
Technical
Standards Committee
Standards Committee ExecutiveTechnical
Architecture
Review
Implement
Review
End User
Review
Process
Infrastructure
Guidelines
CoBie
TBC
Product bSDD
MSG
ISG
TAG
Projects
Regulator
Commercial
ReviewOpen Access
Projects
Projects
Projects
Projects
Chapters & Members
Organization Transition: Old to New
Note:
IUG repositioned to
lead cross chapter
engagement in
Chapter Program
Standards Organization
Existing SCE appointed by ExCom
New Standards Process will be
confirmed in March Summit (& will
include election regime for SCE)
Intent is that existing SCE should
remain in place for first year at least.
Elections no later than Autumn
Summit 2016
Some clarifications:
Summits are integral to
standards process. They provide
opportunity for face to face
meetings and hear about new
projects.
Standards Organization
Welcome to New Members
buildingSMART Role and Purpose
New Organization - Key Strategic Principles
New Organization - Overview
Standards Process - Overview
Standards Process - Development and Implementation
Agenda
Standards Process: Overview
Needs Identification Solution Development Deployment
Initiation Development ApprovalSCE
Standards Program Process
Filter
Chapter Funnel
Room
Room Funnel
3rd Party Funnel
SC
Standards Process: Overview
Needs Identification Solution Development Deployment
Initiation Development ApprovalSCE
Standards Program Process
Projects
Projects
bSI Final
Standard
Working
Groups
SC
Consensus
Building
SC
Working
Groups
Filter
Chapter Funnel
Room
Room Funnel
3rd Party Funnel
SC
Standards Process: Overview
Needs Identification Solution Development Deployment
Initiation Development ApprovalSCE
Standards Program Process
Projects
Projects
bSI Final
Standard
Working
Groups
SC
Consensus
Building
SC
Working
Groups
Filter
Chapter Funnel
Room
Room Funnel
3rd Party Funnel
SC
Standards Process: Overview
Needs Identification Solution Development Deployment
Initiation Development ApprovalSCE
Standards Program Process
User Training& Certification
IndustryAdoption
Software
Implementation\
New
Working
Group
Approved
Standards Process: Stage 1 Initiation
Standards
Committee
Vote
Standards
Committee Executive
Review
Rooms:
Propose
New Working
Group
Rooms
Assess Priorities
Secure Resources
From
Chapters
From
Rooms
From
3rd Parties
Initiation Development
Needs and
Requirements
New
Project or
Standard
ProposalApproved
Proceed
Standards Process: Stage 1 Initiation
Standards
Committee
Vote
Standards
Committee Executive
Review
New
Working
Group
Approved
Rooms:
Propose
New Working
Group
Rooms
Assess Priorities
Secure Resources
From
Chapters
From
Rooms
From
3rd Parties
Standards
Committee
Vote
Standards
Committee Executive
Review
Project Plan
Application
Rooms or
Working
Groups:New Project
Proposal
Initiation Development
Needs and
Requirements
Expert Panel
Reviews
Project
Execution
bSI Working
Draft Standard
New Project
or Standard
Proposal
Standards Process: Stage 2 Development
Development Approval
SCE
ConfirmationRoom/
Working Group
Review
bSI
Candidate
Standard
Approved
Proceed
As Required
Standards
Committee
Executive
Confirms:Outcome
Completeness
Consensus
Room /
Working Group
Review:Recommend as
bSI Standard
Expert Panel
Review: User
Commercial
Technical
Implementer
SC
Standards Process: Stage 2 Development
SCE
Confirmation
Room/
Working Group
Review
bSI
Candidate
Standard
Approved
Project
Execution
bSI Working
Draft Standard
Development Approval
ProceedExpert Panel
Reviews
New Project
or Standard
Proposal
As Required
Quarterly Public
Progress Reports
Standards
Committee
Executive
Confirms:Outcome
Completeness
Consensus
Room /
Working Group
Review:Recommend as
bSI Standard
Expert Panel
Review: User
Commercial
Technical
Implementer
Project
Extended
Consensus
Building
Expert Panel
Reviews
Standards
Committee
Vote
bSI
Candidate
Standard
Standards Process: Stage 3 Approval
Approval
Public
Consultation
Standards
Committee Executive
Review
Software
Implementation
bSIFinal
Standard
Approved
As Required
SC
Standards Process: Stage 3 Approval
Standards
Committee Executive
Review
Project
Extended
Consensus
Building
Approval
Software
ImplementationExpert Panel
Reviews
bSI
Candidate
Standard
Public
Consultation
Standards
Committee
Vote
bSIFinal
Standard
Approved
As Required
Quarterly Public
Progress Reports
Needs Identification Solution Development Deployment
Filter
Working
Groups
SC
Standards Process: Standard Maturity Levels
Initiation DevelopmentSC Approval
Standards Program Process
bSI
Standard
Proposal
bSI
Draft
Standard
bSI
Working
Draft
Standard
bSI
Final
Standard
bSI
Candidate
Standard
SCSCE
Needs Identification Solution Development Deployment
Filter
Working
Groups
SC
Standards Process: Standard Maturity Levels
Initiation DevelopmentSC Approval
Standards Program Process
SCSCE
Standards Committee
Voting:
1 Simple majority of SC
members
2 SC vote representing
at least three chapters
or members committed
to take part andnominate experts
Standards Committee
Executive voting:
1 Stage 2 Consensus
requirements met.
2 SCE in favor.
3 No serious opposition if
subject is to be a final
product for test
implementation
Standards Committee Voting
1 Stage 3 Consensus requirements
met
2 Majority in SCE will forward it to
SC. Circulation for 8 weeks.
3 65% of SC members in favor,
not more than 10% of total votes
cast are negative.
Needs Identification Solution Development Deployment
Filter
Working
Groups
SC
Standards Process: ISO Alignment
Initiation DevelopmentSC Approval
Standards Program Process
bSI
Standard
Proposal
bSI
Draft
Standard
bSI
Working
Draft
Standard
bSI
Final
Standard
bSI
Candidate
Standard
SCSCE
ISOFDIS
ISODIS
ISOCD
ISONWI
ISOPAS /TS
Development
Welcome to New Members
buildingSMART Role and Purpose
New Organization - Key Strategic Principles
New Organization - Overview and Key Operational Principles
Standards Process - Overview
Standards Process - Development and Implementation
Agenda
Development and Implementation
Standards Process Development:
• SCE has created the Standards Process
• Standards Process is on the new website
• Feedback from Chapters, Members, Rooms, others over
the next two months until 31/12/14
• Spring 2015 update of Standards Process
• Standards Committee to be established as soon as
possible and confirmed by 31/01/2015
We will start to operate the new process immediately
Development and Implementation
Charters Development:
• Rooms and Groups draft Charters by 28/02/15
• Rooms and Groups finalise Charter proposals at Spring
Summit 2015
• SCE review Charter proposals post Spring post submit to
Standards Committee for vote
Standards Process
Briefing
Questions?
Richard Petrie, buildingSMART International