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Standards Process Briefing Toronto Technical Summit Richard Petrie, buildingSMART International

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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