5.2 Invitation to Tender

Organisational Information Requirement Considerations

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In order to determine your precise exchange information requirements, you should reflect on the organizational information requirements (OIR). Please consider the OIR. Please navigate to your selected classification system and list your EIR (comprising the classification and the information name) resulting from your consideration of the OIR. Please list any additional EIR not covered by your selected classification system.

Asset Information Requirement Considerations

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In order to determine your precise exchange information requirements (EIR) you should reflect on the asset information requirements (AIR). Please consider the AIR. Please navigate to your selected classification system and list your EIR (comprising the classification and the information name) resulting from your consideration of the AIR. Please list any additional EIR not covered by your selected classification system.

Project Information Requirements Considerations

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In order to determine your precise exchange information requirements, you should reflect on the decisions, questions and information required as detailed in the PIR table. Please consider the PIR. Please navigate to your selected classification system and: 1. List your EIR (comprising the classification and the information name) resulting from your consideration of the PIR 2. Assign the relevant PIR ref to each EIR Please list any additional EIR not covered by your selected classification system and assign the relevant PIR ref to each EIR

Level of Information Need

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Any EIR has to be assigned an appropriate level of information need, which was determined in the project's information standard. Refer to the project's information standard and assign a level of information need to each EIR.

EIR Acceptance Criteria - Information Standard

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In order to determine the acceptance criteria for each EIR you should consider the requirements of the project's information standard. Please consider the project's information standard. For each EIR please identify the acceptance criteria required by the project's information standard

EIR Acceptance criteria - Information PM&P

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In order to determine the acceptance criteria for each EIR you should consider the requirements of the project's information production methods and procedures Please consider the project's information production methods and procedures. For each EIR please identify the acceptance criteria required by the project's information production methods and procedures

EIR Acceptance Criteria - Reference info & resources

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In order to determine the acceptance criteria for each EIR you should consider the requirements of the reference information and/or shared resources Please consider the project's reference information and/or shared resources. For each EIR please identify the acceptance criteria required by the reference information and/or shared resources.

EIR Relative dates

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You now need to associate each EIR with a date, relative to the milestones identified in the PIR. This is the date when you anticipate accepting the information. You will need to consider the time required to review and accept the information model(s) plus any internal assurance processes you will need to meet. An example of a relative date may, therefore, be 10 working days prior to the information delivery milestone Please consider the information delivery milestones in the PIR. Please consider the volume of information at each information delivery milestone. Determine the relative date that the information model has to be submitted for appointing party acceptance then assign that date to each associated EIR

Functions

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Please define the relevant functions for your project.

Assign EIR to functions

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The preceding tasks will have generated a set of EIR for the project. You now have to assign each EIR to a function (for example, cost consultancy or structural engineering) so that relevant EIR can be distributed to prospective lead appointed parties when you go out to tender. Review each EIR and assign it to a function

Assign reference information and shared resources to functions

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Refer back to the reference information and shared resources determined for the project (see Morta Assessment and Need sub-process H and ISO 19650-2 clause 5.1.6) and identify those relevant to each function and their EIR. Please consider the project's reference information and shared resources. Please assign existing asset information to each relevant function Please assign shared resources to each relevant function Please assign references to relevant standards to each function as appropriate

Assign additional support information to functions

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Now think about any other supporting information that prospective lead appointed parties might need: Please consider supporting documents and/or guidance material Please assign support documents and/or guidance material to each function as appropriate Please consider exemplars of similar information deliverables Please assign exemplars of similar information deliverable to each function as appropriate

Filter EIR for each function

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Now filter the EIR to generate a resource to support each function to be tendered/appointed. Please filter the EIR table for each function to be tendered/appointed and export to the associated tender/appointment resource.

Assign status code to each filtered EIR

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Now identify the status code to be assigned to each filtered EIR. Consider a status code to be assigned to each filtered EIR to reflect the suitability for which the information can be used

Assemble reference information and shared resources

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Assemble the required reference information, shared resources and any other supporting information relevant to the prospective lead appointed party

Assign status code to each reference/shared information container

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Consider a status code to be assigned to each information container to reflect the suitability for which the information can be used

Criteria to evaluate pre-appointment BEP

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Consider how you will evaluate the contents of the delivery team's (pre-appointment) BIM execution plan

Criteria to evaluate competency regarding information management function

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Consider how you will evaluate the competency of the individual who will undertake the information management function

Criteria to evaluate capability and capacity

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Consider how you will evaluate each delivery team's capability and capacity

Criteria to evaluate mobilization plan

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Consider how you will evaluate each delivery team's mobilization plan

Criteria to evaluate information risk assessment

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Consider how you will evaluate each delivery team's information risk assessment

Criteria to evaluate other aspects of tender response

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Consider how you will evaluate any other aspect of each tender response

Are evaluation criteria to be shared

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Please confirm if the evaluation criteria is to be shared with each prospective lead appointed party

Assign status code to evaluation criteria

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Consider a status code to be assigned to the evaluation criteria to reflect the suitability for which the information can be used

Compile tender resources

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Compile the information to be included in the invitation to tender package for each prospective lead appointed party (the EIR, relevant reference information, shared resources and other supporting information, the tender response/evaluation criteria, the project's information delivery milestones, the project's information standard, the project's information production methods and procedures and the project's information protocol)

Assign status code to tender package resources

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Assign a status code to each information container

Share the tender package

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Share the tender package via the project's common data environment