Processes

5.4 Appointment

Establish the functions within your delivery team (prospective appointed parties)

Consider the appointing party's (the client's) exchange information requirements (EIR)

Define your information requirements

Define your information requirements

Please navigate to the classification system by the appointed party (client) and list your information requirements in the table provided.
Establish the level of information need

Establish the level of information need

Any EIR has to be assigned an appropriate level of information need which is set out in the project's information standard. Refer to the project's information standard and assign a level of information need to each EIR. Please complete the data below to reflect the required level of information need for each EIR.
EIR acceptance criteria

EIR acceptance criteria

In order to determine the acceptance criteria for each EIR you should consider the requirements of: The project's information standard The project's information production methods and procedures The project's reference information and/or shared resources Please complete the table below to reflect the acceptance criteria for each EIR.
EIR relative dates

EIR relative dates

You now need to associate each EIR with a date, relative to the dates in the appointing party's (client's) EIR. Note that, although deliverables specified in your lead appointed party EIR You will need to consider the time required to review and authorize the information model(s) thinking also about any internal assurance processes. An example of a relative date for installation information may therefore be 85 working days prior to the client's end of construction stage information delivery milestone. Please complete the table below to confirm the relative date for each EIR.
Assign a function to each EIR

Assign a function to each EIR

Consider each of your lead appointed EIR that your delivery team will have to respond to, then assign each EIR to a function within your delivery team.
Supporting information

Supporting information

You should consider the supporting information that each appointed party might need to understand and evaluate each information requirement or its acceptance criteria. You should think about: Existing asset information Shared resources Supporting documents or guidance International, national or industry standards Exemplars of similar information deliverables Please populate the table below to identify the relevant supporting information.

5.1 Assessment and Need

Appoint individuals to undertake the information management function

Establish the project’s information requirements - Considerations

Establish the project’s information requirements - Production

Establish the project's information standard - Exchanges

Establish the project's information standard (continued)

Establish Project's information production methods and procedures

Project Reference Information

CDE strategy

CDE functionality

CDE implementation

Establish the project's information protocol

5.2 Invitation to Tender

Establish your exchange information requirements (EIR) - considerations

Exchange information requirements (EIR) - production

Assemble reference information and shared resources

Establish tender response requirements and evaluation criteria

Compile tender package resources for information management

5.3 Tender Response

Nominate individuals to undertake the information management function (ISO 19650-2 clause 5.3.1)

Establish the delivery team's (pre-appointment) BIM execution plan (ISO 19650-2 clause 5.3.2)

Capability and capacity (task team activity)

Capability and capacity (delivery team wide)

Mobilization plan

Risk Register

Compile your tender response

5.4 Appointment

Establish the functions within your delivery team (prospective appointed parties)

Establish the functions within your delivery team (prospective appointed parties)

Consider the appointing party's (the client's) exchange information requirements (EIR)

Consider the appointing party's (the client's) exchange information requirements (EIR)

Consider the appointing party's (the client's) exchange information requirements (EIR)

Establish your own (lead appointed party) exchange information requirements (EIR)

5.5 Mobilization

5.6 Collaborative production of information

5.7 Information model delivery

5.8 Project close-out

SMART BIM Management Guidance

5.1 Assessment and Need

Appoint individuals to undertake the information management function

Assign Information Management functions

Establish the project’s information requirements - Considerations

Project Scope

Purposes of Information

Project Plan of Work

Intended Procurement Route

Number of key decision points

Decisions to be made

Questions

Additional considerations

Additional considerations - External distribution of the PIR

Establish the project’s information requirements - Production

Information required

Project Information Requirements

Review PIR Resource

Establish the project's information standard - Exchanges

Information exchange between people in your organization

Information exchange with external stakeholders

Information exchange with lead appointed parties

Information exchange between appointed parties

Information exchange between projects

Establish the project's information standard (continued)

Relevant Industry Standards

Means of structuring information

Means of classifying information

Method of assignment for Level of Information Need

The use of information during the operational phase of the asset

Additional Considerations

Project Information Standard

Establish Project's information production methods and procedures

Delivery of Information - Existing Assets

Generation, review or approval of new information

Archiving Information

Information security requirements

Distribution of Information

Other specific methods and procedures

Additional considerations

Project's information production methods and procedures

Project Reference Information

Existing Asset Information - Sharing

Existing Asset Information - Requirements

Existing Asset Information - Exchange format

Existing asset information - Available format confirmation

Shared Resources

Shared Resources - Obtained

Shared Resources - Exchange format

Shared Resources - Available format confirmation

National/regional libraries - Sharing

National/regional libraries - Exchange format

National/regional libraries - Available format confirmation

Additional Considerations

Reference information and shared resources

CDE strategy

CDE Provided

CDE Host

CDE Responsibility transfer

CDE Configuration

CDE Management

CDE Scope

CDE Readiness date

Overall CDE Strategy

CDE functionality

CDE enables WIP to Shared transition

CDE enables Shared to Published transition

CDE enabes Information Model Authorization by Lead Appointed Party

CDE enables acceptance of the information model

CDE enables rejection of Information Model

Identify Additional CDE Workflow Requirements

CDE enables additional Workflow Requirements

CDE enables Information container unique ID

CDE enables container unique ID to be populated

CDE enables assignment of Information Container metadata 'status'

CDE enables assignment of Information Container metadata 'revision'

CDE enables assignment of Information Container metadata 'classification'

Identify Additional Attributes to Information Containers

CDE enables assignment of additional attributes to Information Containers

CDE enables recording of user names and dates associated with information container transitions

Identify Additional Attributes to Information Containers Activity