Annex I.9 Methods and tools for digital information management of constructions.

(Article 43)

 

Article 1.

1. This annex defines the methods and terms of adoption of digital construction information management methods and tools to be used, in relation to each individual technical-administrative procedure within the contracting authority, for the awarding and execution of public contracts of works, services and supplies and aimed at the maintenance and management of the entire life cycle of the real estate or infrastructure asset, up to its disposal. The use of these methods and tools constitutes a parameter for evaluating the rewarding requirements for the qualification of contracting authorities.

2. The contracting authorities, before adopting the processes relating to the digital information management of constructions for individual procedures, regardless of the design phase and the relative value of the works, necessarily:

a) define and implement a plan specific training of personnel, according to the different roles covered, with particular reference to digital modeling methods and tools, also to ensure that those responsible for administrative and technical activities obtain adequate training and professionalism and experience requirements also in reference to the responsible for information management referred to in paragraph 3;

b) define and implement a plan for the acquisition and maintenance of hardware and software tools for digital management of decision-making and information processes;

c) draw up and adopt an organizational act for the formal and analytical explanation of the control and management procedures aimed at digitizing the organizational system of the processes relating to the awarding and execution of public contracts, as well as for the management of the life cycle of the available and unavailable goods. This organizational act is integrated with any management and quality systems of the contracting authority.

3. The contracting authorities that adopt the methods and tools referred to in paragraph 1 appoint a manager of the data sharing environment and at least one manager of the digital processes supported by information models. These contracting authorities also appoint for each intervention an information flow coordinator within the support structure for the single manager referred to in Article 15 of the code. These managers and coordinators must achieve adequate competence also through the successful attendance of specific training courses.

4. The contracting authorities adopt their own data sharing environment, defining its characteristics and performances, the ownership of the data and the methods for their processing, sharing and management during the awarding and execution of public contracts, in compliance with the provisions of the right to author, intellectual property rights and confidentiality. The data and information for which there are no specific confidentiality or security requirements are made interoperable with public administration databases for the purposes of monitoring, control and reporting of investments envisaged by the three-year public works program and by the three-year program of purchases of goods and services. The information requirements are made explicit in the feasibility documents of the design alternatives and preliminary guidelines and must allow the integration of the data structures generated throughout the process.

5. Contracting authorities use interoperable platforms using non-proprietary open formats. The data is processed into multidimensional, object-oriented disciplinary information models. The information produced is managed through digitalized information flows within a data sharing environment and is shared among all participants in the project, construction and management of the intervention. The data can be used according to open, non-proprietary formats standardized by independent bodies, in compliance with the technical specifications referred to in paragraph 6, so as not to require the exclusive use of specific technological applications.

6. To ensure uniformity of use of the methods and tools referred to in paragraph 1, the technical specifications contained in the tender documentation, including the information specifications, refer to the technical standards referred to in Regulation (EU) no. 1025/2012 of the European Parliament and of the Council, of 25 October 2012 in the following order of relevance:

a) European technical standards for mandatory transposition in all European Union countries, published in Italy with the codification UNI EN or UNI EN ISO;

b) international technical standards of voluntary transposition, published in Italy with the UNI ISO coding;

c) national technical standards valid in the areas not covered by the UNI EN and UNI ISO, published in Italy with the UNI coding.

7. For the purposes of this article, the international standards implemented by the European Union of the UNI EN ISO 19650 series are relevant, and the standards of the UNI 11337 series also serve as a useful reference. In the absence of technical standards referred to in letters a), b) and c) of the paragraph 6, reference is made to other national or international technical specifications of proven validity. At least within the individual contracting authority or individual granting body, uniformity can be further increased with the preparation of documents and operational repertoires connected to the organizational act referred to in paragraph 2, letter c), such as guidelines specifications or libraries of information objects to be configured in an integrated manner with pre-existing administration management systems.

8. In case of assignment of services relating to architecture and engineering, the contracting authorities prepare an information specification to be attached to the tender documentation, consistent with the definition of the information requirements and with the design guidance document referred to in Article 41 of the code and the related annex 1.7, which contains at least:

a) the general and specific strategic information requirements, including the levels of definition of the information contents, taking into account the nature of the the work, the process phase and the type of contract;

b) the elements useful for identifying the production, management, transmission and archiving requirements of information content, in close connection with the objectives decision-making and management, as well as possibly the information model relating to the current state;

c) the description of the specifications relating to the data sharing environment and the conditions of ownership, access and validity of the same, also with respect to the protection and security of data and confidentiality, the regulation of copyright and intellectual property;

d) the provisions relating to the maintenance of the interoperability criteria of information tools over time.

9. For the start of procedures for the assignment of works with an executive project or with an integrated contract, the contracting authorities prepare an information specification consistent with the design level used as the basis for the tender. The contractual documents regulate the contractor's obligations regarding digital information management of construction.

10. For the assignments referred to in paragraphs 8 and 9, the following rules apply in particular:

a) the tender documentation is made available between the parties, via the data sharing environment, on support computer by means of digital formats consistent with the nature of the content of the documents and with the provisions of the information specifications;

b) the participant in the competitive procedure using the criterion of the most economically advantageous offer presents an offer of information management in response to the requirements requested in the information specifications;

c) the contractor, after the stipulation of the contract and before starting its execution, prepares an information management plan, to be submitted to the approval of the contracting authority, subject to any updates and modifications during the execution of the contract;

d) the delivery of all requested information content takes place via the data sharing environment of the contracting authority;

e) the entrusted entity takes care of the coordination of information management to make the data compatible with each other, in compliance with the information specifications and the information management plan presented;

f) the design verification activities referred to in article 42 of the code are carried out using the methods and tools referred to in paragraph 1 of this article;

g) until the mandatory introduction of the methods and tools of referred to in paragraph 1, the contractual prevalence of the information contents is defined by their explanation through graphic and documentary documents in strict coherence, if possible, with the information model as regards the geometric, dimensional and alphanumeric contents;

h) the tender documentation may also be made available in digital format, it being understood that for all intents and purposes, in the event of a lack of consistency between the information model and the traditional graphic documentation, the traditional one is considered valid;

i) a starting from the mandatory introduction of the methods and tools referred to in paragraph 1, the contractual prevalence of the information contents is defined by the information models to the extent that this is technologically practicable. The information contents must, in any case, be related to the information model within the data sharing environment.

11. The coordination, management and technical-accounting control of the execution of public contracts can be carried out through the use of digital information management methods and tools. To this end, if the works director does not possess the necessary skills, an information flow coordinator is appointed within his office. For the final testing or verification of conformity, the contractor delivers the information model of the work carried out for the subsequent management of the life cycle of the real estate or infrastructure asset. The verification of this model is part of the testing and conformity verification activities.

12. In the formulation of information requirements by contracting authorities and granting bodies, specific uses, operational methodologies, organizational processes and technological solutions can be defined, for their subsequent rigorous implementation during the execution of public contracts, as objects of evaluation to purposes of rewarding, where admissible, the contents of the candidates' offers. In particular, requirements and proposals can be defined:

a) for the integration of information management with project management and risk management;

b) to facilitate the management of the data sharing environment in the context of cyber security;

c) to increase the level of data protection, confidentiality and security, with particular reference to the data sharing environment;

d) to use electronic methods and tools to achieve environmental sustainability objectives also through the principles of green public procurement;

e) to increase, in a computational sense, through the information management plan, the production and delivery of information models and their connection with other information contents present in the data sharing environment;

f) which allow the contracting authority to have data and information useful for the exercise of its functions or for maintaining the interoperability characteristics of the information models;

g) with reference to the design, which allow the authorization processes to be digitally supported;

h) with reference to the design phase, which allow the verification and validation activities of the projects to be digitally supported;

i ) to support the formulation and evaluation of improvement and risk mitigation variants;

l) with reference to the execution phase of the works, to increase the transition from executive design to construction design, to related digital devices to multi-dimensional information modeling relating to the monitoring and control of the temporal and economic progress of the works, to the use of augmented and immersive reality technological solutions;

m) with reference to the execution phase of the works, to digitally increase health and safety conditions on construction sites;

n) with reference to the execution phase of the works, to digitally increase the conditions relating to environmental and circular management on construction sites;

< p>o) with reference to the execution phase of the works, to increase the conditions of communication and interconnection between the entities present on the construction site aimed at facilitating relations between the parties involved;

p) with reference to the execution phase of the works, relating to digital methods for the traceability of materials and supplies and for the traceability of the production and assembly processes, also for the purposes of controlling the costs of the life cycle of the work;

q) with reference to the execution phase of the works, relating to the provision, at the end of the same, of the information kit useful for starting the operation of the asset and the activities connected to it;

r) with reference to the management phase of the works, which allow digitally supporting the governance of the asset's performance and its levels of usability.

13. By decree of the Minister of Infrastructure and Transport, a commission is established, without new or greater burdens on public finances, for monitoring the outcomes, the difficulties encountered by the contracting authorities during the application of the provisions of this annex, as well as to identify preventive or corrective measures to overcome them, also in order to allow the updating of these provisions.