5.1 Assessment and Need

Assign Information Management functions

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Please confirm who will undertake the Information Management function. This may be one or more individuals.

Project Scope

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Please consider the project scope. If you have anything you would want to record on the project scope in the PIR please confirm it below.

Purposes of Information

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Please consider the purposes of information for this project. If you have anything you would want to record on the purposes of information in the PIR please confirm it below. The below includes sample purposes of information. It is recommended that you revise these purposes to suit your organisation's and project's purposes.

Project Plan of Work

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Please consider the Project Plan of Work. If you have anything you would want to record on the Project Plan of Work in the PIR please confirm it below.

Intended Procurement Route

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Please consider the Intended Procurement Route to help understand appointment structures. If you have anything you would want to record on the Intended Procurement Route in the PIR please confirm it below.

Number of key decision points

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Please consider the number of key decision points to be made based on the plan of work. If you have anything you would want to record on the number of decision points in the PIR please confirm it below.

Decisions to be made

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Please consider the decisions to be made at each decision point. If you have anything you would want to record on the decisions to be made in the PIR please confirm it below.

Questions

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Please consider the questions to be answered in relation to each decision. If you have anything you would want to record on the questions in the PIR please confirm it below.

Additional considerations

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Should you have any additional considerations please add them as a task below.

Additional considerations - External distribution of the PIR

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Please confirm if the PIR is to be shared with members of the project delivery team

Information required

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Please note the information you require here.

Project Information Requirements

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Please confirm that you are happy with this set of Project Information Requirements.

Review PIR Resource

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Please open the PIR resource in the 'documentation' tab.

Information exchange between people in your organization

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Please identify the people within your organization that you will be exchanging information with

Information exchange with external stakeholders

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Please identify the external stakeholders you will be exchanging information with

Information exchange with lead appointed parties

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Please identify the external operators and/or maintainers that you will be exchanging information with

Information exchange between appointed parties

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Please identify the prospective appointed parties that may be required to exchange information between them (note that appointed parties may be exchanging information across delivery teams and/or within their delivery team

Information exchange between projects

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Please identify any interdependent projects where information will be exchanged with this project

Relevant Industry Standards

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Please identify the standards that should be adopted when generating, sharing, authorizing and accepting information.

Means of structuring information

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Please confirm the federation strategy and the information container breakdown structure to be adopted for the project. Information will need to be structured so that its production and management is as straight forward as possible.

Means of classifying information

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Please confirm what classification system will be used for this project. The UK BIM Framework implies that the project will use Uniclass 2015 as the classification system Please confirm the Uniclass 2015 table(s) that will be used as the means of classifying information container content.

Method of assignment for Level of Information Need

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Every information requirement has to have an associated level of information need (see ISO 19650-2 clause 5.2.1b). The method of assigning level of information need is set out in the project's information standard. Methods include schemas such as the NBS Level of Definition and BSRIA BG6 for building services deliverables. Please confirm the schema to be assigned for level of information need

The use of information during the operational phase of the asset

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There may be a requirement to assign additional metadata to information containers to support operational use of the information. If this is the case the project's information standard should identify what those requirements are (for example SFG20 or NRM3 codification for maintenance of systems and components). Please confirm additional metadata requirements to support use of information during the operational phase.

Additional Considerations

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Should you have any additional considerations please add them as a task below

Project Information Standard

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Please confirm that you are satisfied with the content of the project's information standard

Delivery of Information - Existing Assets

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Please describe any specific methods and procedures that you require any delivery team to adopt in the capture of information about existing assets. For example, you may require a point cloud survey of existing structures or you may require that delivery teams engage with utility providers in respect of existing underground services.

Generation, review or approval of new information

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Please describe any specific methods and procedures that you require any delivery teams to adopt for the generation, review, sharing, co-ordination, authorization and rejection of information. For example you may have a requirement for the use of specific information container mark-up software

Archiving Information

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Please describe any specific methods and procedures that your organization will adopt for archiving of information.

Information security requirements

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Please describe any specific methods and procedures that you require any delivery teams to adopt to support information security requirements.

Distribution of Information

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Please describe any specific methods and procedures that you require any delivery teams to adopt in respect of the distribution of information. For example, you may want to restrict the information that is distributed to third parties such utility companies.

Other specific methods and procedures

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Please describe any specific methods and procedures that your organization will adopt for the acceptance, rejection and archiving of information. For example you may have a specific turn-around time to enable shared information to be reviewed and accepted or rejected. You may also have specific requirements for the transfer of information between any distributed CDE and the project's CDE.

Additional considerations

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Should you have any additional considerations please add them as a task below

Project's information production methods and procedures

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Please confirm that you are satisfied with the content of the project's information production methods and procedures

Existing Asset Information - Sharing

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Please consider and describe what existing asset information will need to be shared with any delivery team, thinking about: Information from within your own organization Information concerning adjacent assets Information from third party providers Publicly available information such as Land Registry records

Existing Asset Information - Requirements

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Please confirm that you have obtained the information required.

Existing Asset Information - Exchange format

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Once you have identified the information you need to share with any delivery team, you should establish how this information is formatted. Information should use open data standards where possible

Existing asset information - Available format confirmation

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Please confirm that the existing asset information is in formats that can be shared with any delivery team.

Shared Resources

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Please consider and described the resources that will be shared with any delivery team. For example: Templates (such as meeting records, cost reports and an information risk register) Organizational object and style libraries

Shared Resources - Obtained

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Please confirm that you have obtained the shared resources required.

Shared Resources - Exchange format

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Once you have identified the resources to be shared with any delivery team, you should establish how these are formatted. They should use open data standards where possible.

Shared Resources - Available format confirmation

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Please confirm that these resources are in formats that can be shared with any delivery team.

National/regional libraries - Sharing

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Please consider and described the libraries that will be shared with any delivery team.

National/regional libraries - Exchange format

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Once you have identified the libraries to be shared with any delivery team, you should establish how these are formatted. They should use open data standards where possible

National/regional libraries - Available format confirmation

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Please confirm that these resources are in formats that can be shared with any delivery team.

Additional Considerations

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Should you have any additional considerations please add them as a task below.

Reference information and shared resources

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Please confirm that you are satisfied with the reference information and shared resources.

CDE Provided

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Have you established how the CDE will be provided?

CDE Host

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Are you appointing a third party to host, manage or support the CDE?

CDE Responsibility transfer

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Although you can't transfer the responsibility for the CDE to a lead appointed party at this stage (because they are not currently associated with the project), you may wish to do this at some stage in the future. Do you anticipate transferring responsibility for the CDE to a lead appointed party at some stage in the future?

CDE Configuration

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Configuration of the CDE might include, for example: incorporating the information container ID convention; metadata set-up and managing the interface between different CDE technical solutions. Have you established how the CDE will be configured?

CDE Management

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If you are going to appoint a party to manage the CDE you may need to consider if there will be any prior in-house management and if so, how handover is managed. Have you established how the CDE will be managed?

CDE Scope

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The ISO 19650 series works on the basis that a single CDE solution (i.e. the one you are accountable for) is implemented across all parties. However, it may be appropriate for delivery teams to provide their own CDE solutions (ISO 19650-2 refers to these solutions as 'distributed CDEs') to work in conjunction with your CDE. Have you established if the CDE will support the entire information management process or is it supporting the exchange of information between you and the lead appointed parties' delivery teams?

CDE Readiness date

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The CDE solution should be operational before tendering any project appointments. In the spirit of ISO 19650-2 the CDE solution would be used to tender these appointments. Have you identified when the CDE solution and workflow needs to be operational?

Overall CDE Strategy

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Please explain how the CDE will be provided, configured and managed, what its scope is and when it needs to be operational

CDE enables WIP to Shared transition

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Please confirm that the CDE to be provided shall enable workflow to be configured and implemented to support the transition of information containers between Work in Progress and Shared states

CDE enables Shared to Published transition

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Please confirm that the CDE to be provided shall enable workflow to be configured and implemented to support the transition of information containers between the Shared and Published states

CDE enabes Information Model Authorization by Lead Appointed Party

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Please confirm that the CDE to be provided shall enable workflow to be configured and implemented to support the authorization of the information model by the lead appointed party

CDE enables acceptance of the information model

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Please confirm that the CDE to be provided shall enable workflow to be configured and implemented to support the acceptance of the information model

CDE enables rejection of Information Model

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Please confirm that the CDE to be provided shall enable workflow to be configured and implemented to support your, or any lead appointed party's rejection of the information model

Identify Additional CDE Workflow Requirements

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Please identify any other workflow requirements the CDE solution will need to accommodate

CDE enables additional Workflow Requirements

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Please confirm that the CDE to be provided shall enable these other workflow requirements

CDE enables Information container unique ID

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The National Annex to ISO 19650-2 provides the structure of the unique ID in clause NA.2. Please confirm that the CDE to be provided shall enable each information container to have a unique ID.

CDE enables container unique ID to be populated

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The National Annex to ISO 19650-2 provides the standard field codes for the unique ID in clause NA.3. Refer also to the Project's Information Standard for project specific extensions to these codes. Please confirm that the CDE to be provided shall enable the unique ID to be populated with agreed field values

CDE enables assignment of Information Container metadata 'status'

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The National Annex to ISO 19650-2 provides status codes in clause NA.4.2. Please confirm that the CDE to be provided shall enable each information container to be assigned with the attribute (metadata) 'status'

CDE enables assignment of Information Container metadata 'revision'

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The National Annex to ISO 19650-2 provides revision coding structure in clause NA.4.3. Please confirm that the CDE to be provided shall enable each information container to be assigned with the attribute (metadata) 'revision'

CDE enables assignment of Information Container metadata 'classification'

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Classification should be in accordance with Uniclass 2015 - see the National Annex to ISO 19650-2 clause NA.4.4. Please confirm that the CDE to be provided shall enable each information container to be assigned with the attribute (metadata) 'classification'

Identify Additional Attributes to Information Containers

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You may wish to identify additional attributes for information containers such as 'Description' or 'Security status'. Note that in doing this you should not duplicate the content of the unique ID. Please identify any additional attributes (metadata) to be assigned to information containers

CDE enables assignment of additional attributes to Information Containers

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Please confirm that the CDE to be provided shall enable each information container to be assigned with these additional attribute (metadata)

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

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Please confirm that the CDE to be provided shall enable the recording of the user name and date when transitions mentioned above occur

Identify Additional Attributes to Information Containers Activity

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In addition to recording user names and dates associated with information container transitions, you may also wish to record additional data such as the user names and dates of information container downloads. Please identify any additional data about activity relating to information containers that needs to be recorded

Identify Audit Trail Access

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Please identify who will need to have access to this audit trail

Identify Audit Trail Access availability

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A full audit trail of information will need to be available for the duration of the project and its associated liability periods. It may then be required beyond this to support asset management activities. Please identify how long this audit trail needs to be available

CDE enables audit trail requirements

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Please confirm that the CDE to be provided shall enable this audit trail to be made available as required above

Identify types of Access Control

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Various types of access control will be available such as 'view', 'edit', 'delete' and 'download'. Please identify what types of access control are required to information containers

CDE enables controlled access

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Please confirm that the CDE to be provided shall enable this controlled access

Identify CDE Technical Requirements

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Please identify any other technical requirements the CDE solution will need to accommodate

CDE enables technical requiements

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Please confirm that the CDE to be provided shall enable these other technical requirements

Selected CDE Solution

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Please confirm the name/vendor/developer of the CDE solution(s)

CDE Host

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Please confirm who is hosting the CDE

CDE Manager

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Please confirm who is managing the CDE

CDE Workflow configuration

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Please confirm that the CDE workflow has been configured

CDE solution(s) have been configured

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Please confirm that the CDE solution(s) has/have been configured

CDE is operational

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Please confirm that the CDE is operational and will support the project

Obligations

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Please confirm your information protocol covers specific obligations of all parties

Warranties and liabilities

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Please confirm your information protocol covers warranties and liabilities associated with the project information model

Intellectual property rights

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Please confirm your information protocol covers intellectual property rights

Use of existing asset information

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Please confirm your information protocol covers use of existing asset information

Use of shared resources

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Please confirm your information protocol covers use of shared resources

Use of information during the project

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Please confirm your information protocol covers use of information during the project, including any licensing requirements

Use of information beyond appointment

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Please confirm your information protocol covers re-use of information after appointment(s) are completed or terminated

Additional considerations

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Should you have any additional considerations please add them as a task below

Project Information Protocol

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Please confirm that you are satisfied with the content of the project's information protocol