UK BIM FRAMEWORK

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BSI and nima are developing resources in the form of standards, guidance, an information
protocol, checklists and FAQs to support individuals and organizations in the UK to
understand the fundamental principles of information management using building information
modelling. You can check for latest updates in our section.

The guidance is structured as indicated below. Guidance 0 provides a high-level case for
information management. Guidance 1 and A-F support the implementation of the published
ISO 19650 series. Guidance 2 and Guidance 3 pick up on content specific to ISO 19650-2
and ISO 19650-3 respectively, whilst Guidance 4 picks up content specific to ISO 19650-4.
Additional guidance is also available as part of the UK BIM Framework to support the
transition to ISO 19650 and Government Soft Landings.

Feedback - Please let us have your feedback – we would be really pleased to receive your
comments and queries about the guidance so that we can continue to develop and improve
it. Do get in touch by completing this .

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Table of contents

Document ⚡ URL Persona Description Guidance Part

Name Full
Guidance 0: Distributors, This guidance Part 0
The case for Operators, document
information Planners, Policy (guidance 0)
management Makers, sits within the
Procurement, overall
Project & guidance
Programme framework. It
Management, provides the
QS, high-level case
Refurbishment, for information
Regulators, management
Technology and is relevant
Providers to any
organisation
involved in the
procurement,
design,
construction,
operation or
maintenance of
a built asset.
Guidance 1: Distributors, This guidance Part 1
Concepts Operators, document
Planners, Policy (guidance 1)
Makers, sits within the
Procurement, overall
Project & guidance
Programme framework. It
Management, provides the
QS, some of the key
Refurbishment, concepts for
Regulators, information

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 Technology management.
Providers, Detailed,
Construction technical
guidance
supporting the
implementation
of information
management is
provided
through
documents 1 –
4 and A-F.
Guidance 2: Distributors, Guidance part 2 Part 2
Delivery phase Operators, is written to
Planners, Policy support the
Makers, implementation
Procurement, of ISO 19650-2
Project & and is relevant
Programme to any
Management, organization
QS, involved in the
Refurbishment, delivery phase
Regulators, of an asset. It
Technology considers the
Providers arrangement of
parties and
teams
according to
ISO 19650-2
and the
activities
associated with
each sub-
clause within
ISO 19650-2
clause 5.

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 Guidance 3: Distributors, Guidance 3 is Part 3
Operational Operators, written to
phase Planners, Policy support the
Makers, implementation
Procurement, of BS EN ISO
Project & 19650-3, which
Programme sets out the
Management, information
QS, management
Refurbishment, process for the
Regulators, operational
Technology phase of the
Providers asset life-cycle.
Guidance 4: Distributors, This guidance Part 4
Information Operators, introduces BS
exchange Planners, Policy EN ISO 19650-
Makers, 4 (hereinafter
Procurement, referred to as
Project & ISO 19650-4)
Programme and its role in
Management, supporting
QS, information
Refurbishment, management
Regulators, and delivery. It
Technology does not
Providers change the
meaning of the
standard, which
should be read
alongside.
Guidance A: Distributors, Guidance A is Part A
The information Operators, written to
management Planners, Policy support the
function and Makers, implementation
resources Procurement, of each
Project & published ISO
Programme 19650

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 Management, standard. This
QS, guidance is for
Refurbishment, parties, teams
Regulators, and individuals
Technology accountable
Providers and/or
responsible for
undertaking the
information
management
function.

It is relevant to
parties, teams
and individuals
involved in
implementing
the ISO 19650
series across a
project, within
an appointment
or within an
organization.
Guidance B: Distributors, This guidance Part B
Open data, Operators, document
buildingSMART Planners, Policy (guidance B)
and COBie Makers, sits within an
Procurement, overall
Project & guidance
Programme framework. This
Management, guidance is for
QS, people
Refurbishment, undertaking the
Regulators, information
Technology management
Providers function on
behalf of an

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 appointing party
(a client) or a
lead appointed
party (for
example, a
project
manager,
designer or a
main
contractor).
Guidance C: Distributors, Guidance C is Part C
Facilitating the Operators, written to
CDE (workflow Planners, Policy support the
and technical Makers, implementation
solutions) Procurement, of each
Project & published ISO
Programme 19650
Management, standard. This
QS, guidance is for
Refurbishment, people
Regulators, undertaking the
Technology information
Providers management
function on
behalf of an
appointing party
(a client) or a
lead appointed
party (for
example, a
project
manager,
designer or a
main
contractor).

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 Guidance D: Distributors, This guidance Part D
Developing Operators, is for individuals
information Planners, Policy and
requirements Makers, organizations
Procurement, involved in
Project & defining
Programme information
Management, requirements
QS, and information
Refurbishment, exchange
Regulators, activities on
Technology behalf of the
Providers appointing
party, lead
appointed party
and the
appointed
parties.
Guidance E: Operators, This guidance Part E
Tendering and Policy Makers, is for individuals
appointments Procurement, and teams
Project & involved in the
Programme tendering and
Management, appointment
QS, process on
Refurbishment, behalf of the
Regulators, appointing
Technology party, lead
Providers, appointed party
Legal and the
appointed
parties.
Guidance F: Legal, This guidance Part F
Information Manufacturers, is for people
delivery Operators, involved in
planning Planners, Policy information
Makers, delivery

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 Procurement, planning
Project & processes for
Programme delivery and
Management, task teams.
QS,
Refurbishment,
Regulators,
Technology
Providers,
Maintanence,
Installers
Resource: Distributors, This guidance Part
Checklist Operators, document
Planners, Policy (guidance 1)
Makers, sits within the
Procurement, overall
Project & guidance
Programme framework. It
Management, provides the
QS, some of the key
Refurbishment, concepts for
Regulators, information
Technology management.
Providers
Resource: Distributors, This tool is Part
Information Operators, based on the
management Planners, Policy RACI matrix in
assignment Makers, Annex A from
matrix Procurement, ISO 19650-2
Project & and provides an
Programme expanded list of
Management, tasks against
QS, each clause
Refurbishment, activity that
Regulators, should be
Insurance, assigned
Investors, across the

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 Installers, project team to
Financial, fulfill the
Design information
management
function. It also
includes a task
for producing
the project’s
information
protocol and the
key tasks from
ISO 196505
that need
consideration
for the
appointing
party’s
information
management
function.
UK BIM Academia, The guidance is Part M
FRAMEWORK Construction, structured as
Home Contractors, indicated below.
Clients, Guidance 0
Demolition, provides a high-
Design, level case for
Distributors, information
Financial, management.
Procurement, Guidance 1 and
QS, A-F support the
Refurbishment, implementation
Regulators, of the published
Technology ISO 19650
Providers, series.
General Public, Guidance 2 and
Installers, Guidance 3 pick
Insurance, up on content

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 Investors, specific to ISO
Legal, 19650-2 and
Maintanence, ISO 19650-3
Manufacturers, respectively,
Operators, whilst Guidance
Planners, Policy 4 picks up
Makers, Project content specific
& Programme to ISO 19650-4.
Management Additional
guidance is also
available as
part of the UK
BIM Framework
to support the
transition to ISO
19650 and
Government
Soft Landings.

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Resource Navigator - WIP

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Message from the nima Chair

The UK BIM Framework provides the fundamental step towards digital transformation of the
UK’s built environment industry. The Framework is based on the ISO 19650 series, which
first developed out of the UK’s former BIM Level 2, but incorporates and anticipates global
and future digital perspectives.

The UK BIM Framework embraces and assists in the implementation of the standards for
managing information for the whole life of assets of the built environment. The Framework
anticipates the potential for integration across portfolios. The Framework provides extensive
Guidance which continues to be developed, and includes supplementary tools and materials
as well.

This Guidance has been developed to help industry to implement the concepts and
principles of the ISO 19650 series upon which the UK BIM Framework is based. It has been
continually updated to keep track of the publication of the different parts of ISO 19650, and
to reflect lessons learnt as further experience is gained in its implementation.

The key parts of ISO 19650 are now all in place, allowing us to realize information
management throughout the whole life of built environment assets. It provides for traditional
ways of working entailing exchange of information via files, but also caters for shifts towards
data exchange. The key is being specific about what information is required and how it is to
be delivered. This needs forethought around what should be the “end in mind” and

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consideration from an organizational, whole life perspective. This then informs the detailed
requirements right down to appointment level.

The work behind developing this Guidance has been considerable. I would like to thank
Sarah Davidson and David Churcher for their tireless commitment in continuing to bring this
work together – I so enjoy working with you both. Secondly, I would like to thank the many
authors who have contributed so generously to the writing of the Guidance – and been so
patient in the criticisms and changes that have been required of them. Finally, I would like to
thank the many people who have spared time to review and feedback on the Guidance – the
Focus Groups in particular, but also those who have contacted us separately. Without this
feedback we would not be able to incorporate the wide-ranging experience and testing which
is occurring around the industry.

We welcome your continued feedback and shared experiences. You can provide this via
this.
Foreword
A foreword about the UK BIM Framework Guidance.

This guidance has been written to help individuals and organisations in the UK to understand
the fundamental principles of building information modelling (BIM) according to the BS EN
ISO 19650 series of standards. These are referred to in the rest of this guidance as the ISO
19650 series, ISO 19650-1, ISO 19650-2, ISO 19650-3, ISO 19650-4 or ISO 19650-5. ISO
19650-1 and 2 were published in 2018 with the remaining standards following on. The ISO
19650 series has been written with the new user in mind, in other words someone who is not
familiar with the superseded 1192 standards.

Together, the guidance, the information management protocols and the checklists comprise
the UK’s Guidance Framework to ISO 19650, and they are being jointly published by and .
They are intended to be read alongside ISO 19650 and must not be seen as a substitute for
the standards themselves.

Readers should also be aware that a transitional guidance document for BS EN ISO 19650
was published by [] in January 2019, aimed specifically at those who have previously been
using BS 1192:2007+A2:2016 and PAS 1192-2:2013. The BSI document reference for this
transitional guidance is PD 19650-0:2019.

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We invite comment and feedback on this guidance which van be provided via this .
Acknowledgements
This guidance represents the collaborative efforts of the following people and organizations

Editors
 David Churcher Hitherwood Consulting Ltd
 Sarah Davidson University of Nottingham
 Anne Kemp Atkins

Authors
 Marzia Bolpagni Mace - Guidance D (Section 2)
 Andy Boutle ALEC - Guidance 0, Guidance 2 (Section 2) and Guidance A (Section 1)
 David Churcher Hitherwood Consulting Ltd - Guidance 0, Guidance 2 (Section 2),
Guidance 3 (Sections 2, 4 & 8) and Guidance D (Annex B)
 Gordon Crick HSE - Guidance D (Annex B)
 Andrew Croft Beale & Company Solicitors LLP - Guidance E (Section 1)
 Sarah Davidson University of Nottingham - Guidance 2 (Sections 1, 2 & 4), Guidance 3
(Sections 4 & 9), Guidance A (Section 2), Guidance D (Annex B) and Guidance E
(Section 1)
 Paul Dodd Scottish Futures Trust - Guidance 2 (Section 2)
 Jack Dearlove ISG - Guidance 2 (Section 2) and Guidance E (Section 4)
 Javed Edahtally Public Health England - Guidance 3 (Section 6)
 Andy Green Atkins - Guidance 3 (Section 6)
 Stephen Holmes CADventure - Guidance 3 (Section 8)
 Emma Hooper Bond Bryan - Guidance 2 (Section 2), Guidance B and Guidance D
(Section 1)
 Martyn Horne Vectorworks, Inc - Guidance 2 (Section 3)
 John Ford Galliford Try - Guidance 2 (Sections 2 & 3), Guidance C and Guidance F
 Rob Jackson Bond Bryan Digital Ltd - Guidance A (Section 1)
 Simon Lewis Womble Bond Dickinson - Guidance E (Section 1)
 Chris Lucas HSE - Guidance D (Annex B)
 Chloe Obi Bouygues UK - Guidance 3 (Section 8) and Guidance E (Section 4)
 Nick Nisbet AEC3 - Guidance 4
 Shahida Rajabdeen Faithful+Gould - Guidance 3 (Section 6)

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 Dan Rossiter British Standards Institution - Guidance 2 (Section 2), Guidance B and
Guidance E (Sections 2 & 3)
 Steve Sears Renica Solutions Ltd - Guidance E (Section 5)
 Julian Schwarzenbach DPA Data Advantage - Guidance 3 (Section 5)
 Mo Shana’a Morta - Guidance E (Section 4)
 Graeme Tappenden Lingwell Consulting Ltd - Guidance 3 (Section 7)
 Ryan Tennyson Scottish Futures Trust - Guidance 2 (Section 2) and Guidance 3
(Section 5)
 Neil Thompson Atkins - Guidance 2 (Section 2)
 May Winfield Buro Happold - Guidance 2 (Section 2) and Guidance E (Section 1)
 Jarek Wityk Winters Electrical Services Ltd - Guidance 3 (Section 9)
 Sonia Zahiroddiny HS2 - Guidance 2 (Section 2)

Contributors
 Karen Alford Environment Agency - Guidance D
 Marzia Bolpagni Mace - Guidance 0
 Andy Boutle ALEC - Guidance 1
 Neil Chatfield Defra - Guidance 3 Section 6 and Guidance E
 Andrew Croft Beale & Company Solicitors LLP - Guidance 1
 Nigel Davies Evolve Consultancy - Guidance 2
 Paul Dodd Scottish Futures Trust - Guidance 1
 John Ford Galliford Try - Guidance 1 and Guidance D
 Sarah Fox 500 Words Ltd - Information Protocol Guidance
 Martin Geach Atkins - Guidance 3 Section 6 and PGuidance E
 Andy Green F+G - Guidance D
 Stephen Holmes Cadventure Ltd - PGuidance 1 & 2
 Emma Hooper Bond Bryan Digital Ltd - Guidance 1
 Michael Hudson Flanagan Lawrence - Guidance 2
 Louise Hynes Government Property Agency - Guidance 3 Section 6 and Guidance E
 Simon Lewis Womble Bond Dickinson - Guidance 1 & 2
 Alex Luck A Luck Associates - Guidance 0 & 1
 Anne Kemp Atkins - Guidance 0
 David May Sententia Consulting Ltd - Guidance 3 Section 6 and Guidance E
 Nick Nisbet AEC3 - Guidance 0
 David Philp Centre for Digital Built Britain - Guidance 1 & 2
 Shahida Rajabdeen F+G - Guidance D
 Gary Rogers Faithful+Gould - Guidance 3 Section 6 and Guidance E

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 Dan Rossiter British Standards Institution - Guidance 0, Guidance 1 and Guidance D
 Casey Rutland Royal Haskoning DHV - PGuidance 1 & 2
 Mo Shana’a Morta - Guidance 1, Guidance 2, Guidance 3 , Guidance D and Guidance F
 Paul Shillcock Operam - Guidance 0 & 1
 Graeme Tappenden Lingwell Consulting Ltd - Guidance 3 Section 6 and Guidance E
 Helen Thompson HMRC - Guidance D
 Mark Thorneloe HMRC - Guidance 3 Section 6 and Guidance E
 Sonia Zahiroddiny HS2 - Guidance 1
 Paul Waterson DIO - Guidance 3 Section 6 and Guidance E
 May Winfield Buro Happold - Guidance 1

Reviewers
 Craig Wootton University of Sheffield - Part 3 and Part E

Production
 Pam Bhandal PB Marketing Consultants
 Rob Jackson Bond Bryan Digital Ltd - Digital Version
 Centre for Digital Built Britain
About BS EN ISO 19650
A short introduction to the ISO 19650 series of standards.

The BS EN ISO 19650 series of standards (herein after referred to as the ISO 19650 series)
is an international standard of good practice. It defines information management principles
and requirements within a broader context of digital transformation in the disciplines and
sectors of the built environment (including construction and asset management industries).
Its implementation in the UK is supported by UK National Forewords in all published parts of
ISO 19650 (Parts 1 to 5), and UK National Annexes in ISO 19650 Parts 2 and 4.

The ISO 19650 series replaces most of the existing British Standards and Publicly Available
Specifications relating to information management using building information modelling
(BIM). It is part of a landscape, or ecosystem, of national and international standards
supporting information management processes and technical solutions. It considers all
information whether it is a construction programme, a record of a meeting, a geometrical
model or a contract administration certificate.

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Building information modelling (BIM) plays a key part in the management of information
because it provides a methodology that helps us to structure information so that technology
can process it. Structuring information using industry standards helps to improve
interoperability. This means that information can be joinedup by both people and technology,
which then enables us to extract more valuable knowledge from it. Using the same
information structures throughout industry generates consistency, repetition and
predictability. This brings real efficiency gains for businesses and provides the data
architecture for the connected future.

Standards within the ISO 19650 series are available at . Visit the to see how the ISO
19650 standards plus other standards within the UK BIM Framework map to the design,
build, operate and integrate process.

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Transition guidance
Find information related to transition from a previous UK approach to an ISO 19650
approach.
This page contains guides that support the transition from previous UK standards to an ISO
19650 approach.

PD 19650-0:2019 Transition guidance to BS EN ISO 19650

BSI have also published PD 19650-0:2019 Transition guidance to BS EN ISO 19650. This
transition guidance has been prepared specifically to help the existing users of BS 1192 and
PAS 1192-2 understand any changes made between the UK’s existing standards, and the
ISO documents which are to replace them.

Transition guide to BS EN ISO 19650-3

BSI have provided guidance on the alignment for asset information during the operational
phase of the asset life cycle and the difference from PAS 1192-3 to BS EN ISO 19650-3.
Abbreviations and acronyms
Abbreviations and acronyms used throughout the guidance.
Abbreviation or acronym Term
AIM Asset information model
AIR Asset information requirements
BCF BIM collaboration format
BEP BIM execution plan
BIM Building information modelling
bsDD buildingSMART data dictionary
BSI British Standards Institute
CAFM Computer aided facility management
CDBB Centre for Digital Built Britain
CDE Common data environment
CEN European Committee for Standardization
COBie Construction-Operations Building
information exchange
DBB Digital Built Britain
EDMS Electronic document management system
EIR Exchange information requirements
GIA Gross internal area

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 IDM Information delivery manual
IFC Industry foundation classes
IT Information technology
KPI Key performance indicator
MIDP Master information delivery plan
MVD Model view definition
O&M Operations and maintenance
OIR Organizational information requirements
PDF Portable document format
PIM Project information model
PIR Project information requirements
RACI Responsible, accountable, consulted,
informed
RIBA Royal Institute of British Architects
SAMP Strategic asset management plan
TIDP Task information delivery plan
WIP Work in progress

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Feedback

Please identify which Please set out your Please offer a proposal for
element of the UK BIM detailed comment addressing your comment
Framework guidance and
resources your comment
relates to
We have been waiting for To elaborate on Annex A in
information to support the part 1 but explain as has
federation strategy process been done so for the TIDP
in the UK BIM Framework (level of information need as
guidance. When is this an example to detail what is
planned to be completed to need for level of information
help demonstrate what need in the template)
would be required to meet
and support ISO 19650-
2:2018 cl.5.3.2cat the tender
response stage?
Guidance E: Tendering and Section 2.4 refers to PD/TS Ask Dan Rossiter to check
appointments 12911 which was updated validity of this statement (I
and republished as ISO think he was the author of
12911 recently. Need to this section of Guidance E).
check whether the
statement being made is still
true.
Guidance E: Tendering and In section 1.1, paragraph 4, Please add the templates so
appointments there are supposed to be links can be created in
links to the IM Protocol Guidance E.
Templates but I cannot find
these docs in the Morta
Hub.
Guidance F: Information Figure 10 - 2nd box has a Amend wording of 2nd box
delivery planning spurious "on" in the text in this figure.
which is not present in the
ISO 19650-1 version.
Guidance F: Information In section 3.4.3, the text in Amend Figure 7 so that the

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 delivery planning Example 2 about fire rating fire rating row has no entry
being provided at Stage 3 at Stage 2. And insert a new
and manufacturer being row for manufacturer, with a
identified at Stage 4 does "1" under Stage 4 and
not agree with the contents nothing under stages 1-3.
of Figure 7
Feedback form - get an
email its been submitted
UK BIM FRAMEWORK Comment applies to Update all embedded links
Home embedded links throughout to point to within Morta
the Morta. all need to point (unless they point to an
to within Morta (or external external website that isn't
websites) not Notion or Notion or Airtable)
Airtable
Guidance 1: Concepts Section 2.1. The reference Amend the two sentences:
to PAS 1192-6 needs Furthermore, effective
amending and repositioning information management
to give context. The encourages opportunities for
reference source also needs better outcomes.
to be listed. PAS 1192-6 outlines how
risks can be managed in
conjunction with asset
information. to:
Furthermore, effective
information management
encourages opportunities for
better outcomes (note that
PAS 1192-6 outlines how
health and safety hazards
and risks can be managed
in conjunction with asset
information). Note that PAS
1192-6 needs to have a
footnote reference PAS
1192-6:2018 Specification
for collaborative sharing and
use of structured Health and

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 Safety information using
BIM
Guidance 1: Concepts Restructure the first Restructured sentence:
sentence under 1.0 Information management
introduction according to the ISO 19650
series is about getting
benefit through better
specification and delivery
(using appropriate
technologies) of just the
right amount of information
about buildings and
infrastructure. This covers
information concerning their
planning, design,
construction, operation,
maintenance, refurbishment
and disposal.
Guidance 1: Concepts Section 5.1 includes some Set this content out as a
examples of data and then table as the draft. Data
beneath the examples how listed down the left hand
this data would be column, information in the
expressed as information. right hand column
In the draft this should be
set out as a table
Guidance 1: Concepts At the beginning of section Delete the text
5.3.6 there is the text: Not
sure I agree with the text
here. Federation strategy is
about pulling together,
which could be subsets of
the MEP containers.
Breakdown is about how
subsets are formed,
including the initial subset
by discipline .

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 Please can this be deleted.
Guidance D: Developing it should be called "EIR- Rename the database and
information requirements Documentatio"n not "EIR refence in guidance D to
documentation information" follow EN 17412-1
Guidance D: Developing example databases needs a happy to have a chat as we
information requirements proper review as it was built would need a workshop with
in airtable and it has Emma as well to improve
limitations, we should show them.
the flow from purpose, to
information delivery
milestone etc and apply
filters, the current examples
of "databases" are not good
enough in my opinion
Guidance D: Developing I looked at level of add links, check if we
information requirements information need section in number examples also
Guidance D. Cross elsewhere, add mention to
references should be ISO 7817 series that will
activated (hyperlinks). For replace BS EN 17412-1 in
example see "referred to in 2.1 and 2.2.
section 1.2.3.2." or 2.3 "As
noted in [section 2.1], ".
Moreover for example not
sure why examples 2.5.1
are numbered (where the
same also in the previous
version?
Table functions are visible to Discuss if table functions
the user (do we want this?) should be visible (can they
be hidden if required?)
Remove command type text As comment
that is visible (such as
<iframe> beneath
Acknowledgements Editors
The user needs to Provide the user with a tips
understand how to navigate experience when they first

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 Morta land
The guidance structure Increase the size for default
image is quite small on landing (I know it can be
landing increased manually be the
user).
NEW: Guidance 3, section Change heading of
8.2 has the wrong heading Guidance 3 section 8.2
(same as 8.1). Heading
should be "5.1.3 Identify
assets for which information
shall be managed".
NEW: Looking through all Have consistent approach to
parts of the Guidance, in tables in the Guidance.
some places tables are Replicate shading from
inserted as images and in Notion as closely as
other places as actual possible.
tables. Maybe because
Morta cannot replicate the
formatting/shading in some
tables?
Version control table
Date stamp PDF export ..
Can the results from the Highlight the search term in
search highlight the the results
searched term?
The search needs to go Extend the search
across guidance as well as
be within a specific
guidance
Each guidance needs to Include guidance edition
have an edition history that history in web view and
is included in the export export
If a user selects 'Resources' Not a proposal but to be
they aren't presented with a discussed
resources landing page. Is
this just WIP and to be

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 addressed?
The cover page of the Explore how the
export is quite simplistic. Is appearance of the export
there anyway to improve cover page can be improved
this?
Would be helpful to Not a proposal but can we
understand how a user will discuss
comment against specific
text
What data will we be able to Not a proposal but can we
understand about a discuss user stats
user/their access? Will we
be able to understand which
parts of the guidance get the
most traffic?
Overall I like the n/a
presentation of the text
If a user lands on a when a user expands a
collapsed section view then section that has sub-
opens up a section with headings, the content
subheadings, can all the beneath all of the
subheadings open up at subheadings within the
once? section needs to be visible
rather than them having to
expand each subheading
The hyperlinks to the Create hyperlinks between
different parts of the guidance and to external
guidance are needed references
The figures and tables need Reference and list the
to be labelled and listed (but figures and tables
this probably a tidying up
activity that's already on
your radar)
look into If you expand a section and Don't automatically retract
the leave the page the section when a user leaves
content automatically the page

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 retracts. This can be
annoying if going back and
forth
Look into.. no need to scrll If a table is searched and The table search should
to it the result is off the screen, take the user to the text
the user is likely to miss it
Is 'Project Resources' Remove or hide.
needed? Not sure what this
brings to the site?
What does the exported Provide an example of the
version of each piece of PDF output.
guidance look like?
Where will be PDF versions Show how PDF versions will
of the guidance be stored? be made available.
Future.... Not sure why the 'NBS Remove.
Uniclass Master' is part of
the Guidance? There are
many versions of Uniclass
so will the guidance be
providing all available
versions?
IM Assignment Matrix Correct colours.
colours do not match the
Word and Excel versions
previously created. These
were deliberately aligned
previously.
Guidance 1 Section 3.3 Correct.
does not have a proper title.
Guidance 1 does not appear ?
to be the same version as
the current guidance?
Current Notion pages have Depends if this is important?
analytics. This is lost in
Morta. Are there
opportunities to analyse

Page 26 of 1591
 page visits etc?
Guidance 0 Section 1.6 - Adjust to be proper bullet
Not clear why proper bullet points.
points have not been used?
Guidance 0 is missing the Must be included.
legal notes and copyright
notices.
Guidance 0 is missing the Must be included.
link to Abbreviations and
acronyms and Introduction.
Also as a result the
numbering of the sections is
now different from previous
versions.
Guidance 0 is missing a List Must be included.
of tables.
Guidance 0 is missing a List Must be included.
of figures.
Guidance 0 is missing a Will be in exported version
Table of Contents. but not online version.
Depends if this is important?
The UK BIM Framework Depends if this is important?
Guidance logo has been
lost.
Subsections headings Change the subsection
should stand out from main styling text size to slightly
sections headings smaller the main section text
size
Generally I find Morta easier -
to navigate than the current
UK BIM Framework
guidance on Notion. The
expandable and collapsible
sections improve browsing,
along with the navigation
and search menus

Page 27 of 1591
 When returning to a page, it Give each page the memory
opens up as if for the 1st of how it appeared when it
time (at the top, all items was navigated away from.
collapsed). It would be much And reopen the page as it
more helpful if each page was left. If this is a setting
remembered the settings somewhere then I think it
and position when it was needs to be the default.
left. Similarly tables don't
remember their settings
(column widths, row heights
etc). Makes it tedious to
have to reset the layouts
etc.
Section 3.3 has its default Replace with actual title.
title "New Process Section".
Some Figures aren't Add figure
numbered and don't have numbers/captions. Adjust
captions (e.g. in sections 1 later figure numbers
and 4.2) accordingly.
Search function seems The search is AI powered,
patchy in the results it brings but can we also have a
up. more literal search function,
and for this to go across
multi-pages/the whole site?
It is confusing to have the Can the left hand navigation
navigation under Workspace do the multi-layer view so
Resources in the blue the user can see the outline
sidebar, but only going to of levels of text in the
one level beneath the document they are currently
headings, and also have a viewing?
navigation pane in the top-
right menu which shows all
layers of headings.
Guidance 0 is missing the Each piece of guidance
Editions information. must have a table with the
Editions information.

Page 28 of 1591
 The interactive diagram on Depends if this is important?
the current site is lost in the
new setup.
Would be better if each Change structure of how
section in the left hand Documents and Tables
menu was each piece of have been set out.
guidance including the
relevant Tables. This will
make it better for users to
navigate. Currently feels
difficult to understand the
structure.
The Notion landing page Adjust as suggested above
includes the current so that the front page is a
versions and summaries of true landing page.
each guidance. This has
been lost with the new setup
in Morta.
The list of guidance is not Would be better to have the
obvious to users unfamiliar front page with a list of all
with Morta as they are in the the resources and use URLs
side bar. to link to each piece of
guidance. Move all the other
sections to make them
standalone Documents.
Double check - possible Highlighted text is indicated Make the background
future improvement in a blue box. In Morta this shading extend to the right
is shown as background hand margin at all times
shading behind the text, rather than stop at the end
which means that the of the (last) row of text.
background only extends as Make the shading taller to
far as the text runs and eliminate the white space
there is a break in the between rows of text.
shading between one line
and the next.
Yes look into wrapping Headings do not wrap onto Wrap headings onto

Page 29 of 1591
 2nd lines. Means that when subsequent lines.
the browser window is
narrow and/or the heading is
long then it is obscured by
the comment icon.
Need original diagrams & Diagrams are too small. Enlarge the diagrams.
make it larger Ideally the text in the
diagram should be the same
size as the general body
text.
Potentially. investigate When a table is expanded Remove grey space in
further there is a lot of grey space. tables
Can this be removed (i.e.
abbreviations and acronyms
table)
In 6. UK BIM Framework Can the UK BIM Framework
infographic the user is given infographic be hyperlinked
the opportunity to download so that it opens as a pop up
the graphic. The graphic the user can download (if
isn't visible until download is they want to) rather than
selected and they probably them being instructed to
wouldn't select it. download before they can
see it?
Use proper comments When a user submits a Ensure that row height for
feature ... and display all comment, the text wraps but comments automatically
comments in a tabular the row height doesn't increases so that a user can
format... increase see there full comment
work around Are we able to align figures Check with Morta re: central
to the centre? justification
The note in the forward Check with Morta re: Notes
(final paragraph) appears in text style
the same text style. Are we
able to have a 'notes'
textstyle?
No interactive/wayfinding Check with Morta the
figure possibility of having a figure

Page 30 of 1591
 to support navigation
Web app needs work for The web app is hard to
mobile, unable to navigate navigate as resource names
documents and sections in the Sidebar and sections
properly on the landing page are not
scaled to size for mobile.
You can scroll right in the
landing page section titles to
read them fully but this is
not ideal. The Sidebar is
unusable on the web app as
you can't scroll or read the
full document names
Section 4 Transition In the section description
guidance could be clearer ammed to 'from previous UK
for users so they understand 1192 (BIM Level 2)
it's transition from BIM L2 to standards...'
ISO 19650
Include section for FAQ -
from the current UK BIM
Framework site
Include the graphic showing Ideally this graphic would
the structure of the guidance contain the hyperlinks to
from the current UK BIM each guidance document as
Framework site my first comment
Intoduce a section on the Bullet point out each
landing page for 'ISO 19650 Guidance part and include
Guidance' so users can hyperlinks
access the guidance docs
here as well as browsing the
Sidebar
The logo on the front page Logo must be centred both
is positioned on the right vertically and horizontally.
hand side and at the top. Replicate what is on current
This means when the size of site.
the website viewer is

Page 31 of 1591
 adjusted the logo is cut off.
Logo appears to be a low nima/bsi (whoever owns the
quality raster image original) to provide a vector
image, or high quality raster
UKBIMFramework logo is Have the logo centred on
partially off the page to the whatever width window the
right (unless browser tab user has.
window is almost full
screen).
When a person lands on the Include the image of the
guidance the image that guidance on the landing
displays the guidance page
hierarchy needs to be visible

What's new?
Here we summarize the most recent changes and updates to the UK BIM Framework
Guidance.

15 July 2024 - New added about the new BS EN ISO 7817-1:2024 Level of Information
Need - Concepts and Principles, which replaces BS EN 17412-1:2020. Filter the Topic
column to select just these items.
Guidance 0: The case for information management

Edition 1 March 2023

Guidance 0 provides the high-level case for information management and is relevant to any
organisation involved in the procurement, design, construction, operation or maintenance of
a built asset.
Guidance 1: Concepts

Edition 3 November 2022

The Concepts Guidance is brief and high level and is aimed at a broad audience. It explores
the general requirements of the ISO 19650 series alongside the case for building information
modelling and digital transformation.

Page 32 of 1591
Guidance 2: Delivery phase

Edition 9 November 2022

Guidance 2 is written to support the implementation of ISO 19650-2 and is relevant to any
organization involved in the delivery phase of an asset. It considers the arrangement of
parties and teams according to ISO 19650-2 and the activities associated with each sub-
clause within ISO 19650-2 clause 5. It also contains guidance for the 2021 UK National
Annex and explanation of the changes from the 2018 National Annex.

Guidance 2 should be read in conjunction with guidance A-F where more detail about
particular activities and processes is needed. These associated guidance documents are
sign-posted throughout this guidance.
Guidance 3: Operational phase

Edition 3 November 2022

Guidance 3 is written to support the implementation of BS EN ISO 19650-3, which sets out
the information management process for the operational phase of the asset life-cycle.

It includes the purpose and benefits of managing information while an asset is in use, the
headline responsibilities of the parties involved, an explanation of the ISO 19650-3 process
and the use of trigger events. It also includes insights into the key sub-clauses in ISO
19650-3.
Guidance 4: Information exchange

Edition 1 March 2023

Guidance 4 introduces BS EN ISO 19650-4 (hereinafter referred to as ISO 19650-4) and its
role in supporting information management and delivery.
Guidance A: The information management function and resources

Edition 4 November 2022

This guidance considers the information management function and resources needed for

Page 33 of 1591
successful information management. It is relevant to parties, teams and individuals involved
in implementing the ISO 19650 series across a project, within an appointment or within an
organization. It also includes an Information management assignment matrix in a variety of
formats.

Note: A CSV version can be downloaded from the table versions below.

Guidance A Checklist

ChecklistItem Checkbox Heading External Link 1 External Link 2

Coversheet, True Document BS EN ISO
header, footer, Management 7200, 5.1.2
title block, or
metadata
indicating the
Legal owner.
Coversheet, False Document BS EN ISO
header, footer, Management 7200, 5.1.3
title block, or
metadata
indicating the
Unique
identifier.
Coversheet, False Document BS EN ISO
header, footer, Management 7200, 5.1.5
title block, or
metadata
indicating the
Date of issue.
Coversheet, False Document BS EN ISO
header, footer, Management 7200, 5.1.6
title block, or
metadata
indicating the
Segment/Sheet
number.

Page 34 of 1591
 Coversheet, False Document BS EN ISO
header, footer, Management 7200, 5.3.4
title block, or
metadata
indicating the
Approval
person.
Coversheet, False Document BS EN ISO
header, footer, Management 7200, 5.3.5
title block, or
metadata
indicating the
Creator.
Coversheet, False Document BS EN ISO
header, footer, Management 7200, 5.3.6
title block, or
metadata
indicating the
Document type.
Coversheet, False Document BS ISO 10010,
header, footer, Management 6.3.2
title block, or
metadata
indicating the
Security Level.
A unique False When used in a BS EN ISO BS EN ISO
identifier based Common Data 19650-2, 5.1.7a 19650-3, 5.1.9a
on an agreed Environment
convention.
Metadata False When used in a BS EN ISO BS EN ISO
indicating Common Data 19650-2, 5.1.7b 19650-3, 5.1.9b
status. Environment
Metadata False When used in a BS EN ISO BS EN ISO
indicating Common Data 19650-2, 5.1.7b 19650-3, 5.1.9b
revision. Environment
Metadata False When used in a BS EN ISO BS EN ISO

Page 35 of 1591
 indicating Common Data 19650-2, 5.1.7b 19650-3, 5.1.9b
classification Environment
This checklist is False Notes
indicative and,
via the external
links, signposts
users to the full
provisions in
the relevant
standards. This
checklist should
be used in
conjunction with
the standards
and guidance
listed.
Organizational False Where can I BS EN ISO
information found out 19650-3, 5.1.2
requirements more?
requirements
and
considerations.
Organizational False Where can I https://
information found out ukbimframewor
requirements more? kguidance.notio
guidance. n.site/ISO-
19650-
Guidance-Part-
D-Developing-
information-
requirements-
4735648bd36f4
68d8694a25d4
4f94bfc#7cfd74
deccce4145b56
402874b5f33f8

Page 36 of 1591
 Organizational False Where can I https://
information found out ukbimframewor
requirements more? kguidance.notio
examples. n.site/ISO-
19650-
Guidance-Part-
D-Developing-
information-
requirements-
4735648bd36f4
68d8694a25d4
4f94bfc#1810f7
2fb04c4c2f9efc
7ba53d291a73
Include a True Does this BS EN ISO
schedule of resource? 19650-3, 5.1.2
information
required to
support
organizational
objectives.
Organizational True Notes
information
requirements
are not typically
shared outside
of the
organization.
Coversheet, True Document BS EN ISO
header, footer, Management 7200, 5.2.2
title block, or
metadata
indicating the
Title.

Page 37 of 1591
Guidance A Resources

 Information management assignment matrix

 Information management assignment matrix

Information management assignment matrix

Activit Clause Activit Activit Source Appoin Lead Appoin Respo

y/Task y/Task y/Task ting appoin ted nsible
Group Sub party ted party(s Party
By Group party(s )
By )
1. 1.1.1 1.1 Appoint ISO A, R Appoint
Assess Appoint individu 19650- ing
ment individu als to 2; 5.1.1 Party
and als to underta
need underta ke the
ke the informa
informa tion
tion manag
manag ement
ement function
function
1. 1.1.2 1.1 Establis ISO A, R Appoint
Assess Appoint ha 19650- ing
ment individu scope 2; 5.1.1 Party
and als to of
need underta service
ke the s for
informa the
tion informa

Page 38 of 1591
 manag tion
ement manag
function ement
function
(if
appointi
ng a
third
party)
1. 1.1.3 1.1 Establis ISO A, R Appoint
Assess Appoint h the 19650- ing
ment individu tasks to 2; 5.1.1 Party
and als to be
need underta provide
ke the d as
informa part of
tion the
manag scope
ement of
function service
s (if
appointi
ng a
third
party)
1. 1.1.4 1.1 Establis ISO A, R Appoint
Assess Appoint h the 19650- ing
ment individu authorit 2; 5.1.1 Party
and als to y that
need underta the
ke the appointi
informa ng
tion party
manag will
ement delegat
function e to the
prospec

Page 39 of 1591
 tive
lead
appoint
ed
party or
third
party (if
delegati
ng the
authorit
y to a
prospec
tive
lead
appoint
ed
party or
third
party)
1. 1.1.5 1.1 Establis ISO A, R Appoint
Assess Appoint h the 19650- ing
ment individu compet 2; 5.1.1 Party
and als to ency
need underta (knowle
ke the dge or
informa skills)
tion that the
manag individu
ement als
function underta
king the
function
will
need
(applica
ble
whether

Page 40 of 1591
 delegati
ng or
not)
1. 1.2.1 1.2 Determi ISO A, R Appoint
Assess Establis ne the 19650- ing
ment hing the range 5; 4.2 Party
and need of
need for a security
security risks
- that
minded arise
approa through
ch greater
availabi
lity of
informa
tion,
integrati
on of
service
s and
system
s, and
the
increas
ed
depend
ency on
technol
ogy-
based
system
s
1. 1.2.2 1.2 Underta ISO A, R Appoint
Assess Establis ke the 19650- ing
ment hing the security 5; 4.7 Party
and need triage

Page 41 of 1591
 need for a process and 4.8
security and
- record
minded the
approa outcom
ch e
1. 1.2.3 1.2 If ISO A, R Appoint
Assess Establis applica 19650- ing
ment hing the ble: 5; 6 Party
and need Develo
need for a p and
security maintai
- na
minded security
approa strategy
ch
1. 1.2.4 1.2 If ISO A, R Appoint
Assess Establis applica 19650- ing
ment hing the ble: 5; 7 Party
and need Develo
need for a p and
security maintai
- na
minded security
approa manag
ch ement
plan
1. 1.3.1 1.3 Establis ISO A, R Appoint
Assess Establis h the 19650- ing
ment h the project' 2; 5.1.2 Party
and project' s
need s informa
informa tion
tion require
require ments
ments

Page 42 of 1591
 1. 1.4.1 1.4 Ensure ISO A, R Appoint
Assess Establis that the 19650- ing
ment h the project' 2; 5.1.3 Party
and project' s
need s informa
informa tion
tion delivery
delivery milesto
milesto nes are
nes include
d within
the
project
progra
mme
1. 1.5.1 1.5 Establis ISO A, R Appoint
Assess Establis h the 19650- ing
ment h the project' 2; 5.1.4 Party
and project' s
need s informa
informa tion
tion standar
standar d and
d (if
applica
ble)
review
the
security
manag
ement
plan
1. 1.6.1 1.6 Establis ISO A, R Appoint
Assess Establis h the 19650- ing
ment h the project' 2; 5.1.5 Party
and project' s
need s informa

Page 43 of 1591
 informa tion
tion producti
producti on
on method
method s and
s and proced
proced ures
ures and (if
applica
ble)
review
the
security
manag
ement
plan
1. 1.7.1 1.7 Establis ISO A, R Appoint
Assess Establis h the 19650- ing
ment h the project' 2; 5.1.6 Party
and project' s
need s referen
referen ce
ce informa
informa tion and
tion and shared
shared resourc
resourc es
es
1. 1.8.1 1.8 Consid ISO A, R Appoint
Assess Establis er the 19650- ing
ment h the security 5 Party
and project' manag
need s ement
commo plan (if
n data applica
environ ble) in
ment the

Page 44 of 1591
 context
of the
project'
s
commo
n data
environ
ment
1. 1.8.2 1.8 Implem ISO A, R Appoint
Assess Establis ent the 19650- ing
ment h the project' 2; 5.1.7 Party
and project' s
need s commo
commo n data
n data environ
environ ment
ment
1. 1.8.3 1.8 Configu ISO A, R Appoint
Assess Establis re the 19650- ing
ment h the project' 2; 5.1.7 Party
and project' s
need s commo
commo n data
n data environ
environ ment
ment for the
project
1. 1.8.4 1.8 Provide ISO A, R Appoint
Assess Establis support 19650- ing
ment h the for the 2; 5.1.7 Party
and project' project'
need s s
commo commo
n data n data
environ environ
ment ment

Page 45 of 1591
 1. 1.8.5 1.8 Host ISO A, R Appoint
Assess Establis the 19650- ing
ment h the project' 2; 5.1.7 Party
and project' s
need s commo
commo n data
n data environ
environ ment
ment
1. 1.8.6 1.8 Manag ISO A, R Appoint
Assess Establis e the 19650- ing
ment h the project' 2; 5.1.7 Party
and project' s
need s commo
commo n data
n data environ
environ ment
ment
1. 1.8.7 1.8 Provide n/a A, R Appoint
Assess Establis training ing
ment h the for the Party
and project' project'
need s s
commo commo
n data n data
environ environ
ment ment
1. 1.9.1 1.9 Establis ISO A, R Appoint
Assess Establis h the 19650- ing
ment h the project' 2, 5.1.8 Party
and project' s
need s informa
informa tion
tion protocol
protocol
1. 1.9.2 1.9 Comple Informa A, R Appoint
Assess Establis te the tion ing

Page 46 of 1591
 ment h the Informa Protoco Party
and project' tion l
need s Particul supporti
informa ars for ng BS
tion the EN ISO
protocol project' 19650-
s 2
informa
tion
protocol
(for the
specific
project)
2. 2.1.1 2.1 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to hing the appointi 2; 5.2.1 Party
tender appointi ng
ng party’s
party's exchan
exchan ge
ge informa
informa tion
tion require
require ments
ments and
review
the
security
manag
ement
plan (if
applica
ble)
2. 2.1.2 2.1 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to hing the appointi 2; 5.2.1 Party
tender appointi ng

Page 47 of 1591
 ng party’s a)
party's informa
exchan tion
ge require
informa ments
tion to be
require served
ments during
the
appoint
ment
2. 2.1.3 2.1 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to hing the level of 2; 5.2.1 Party
tender appointi informa b)
ng tion
party's need
exchan require
ge d to
informa meet
tion each
require informa
ments tion
require
ment

Page 48 of 1591
 2. 2.1.4 2.1 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to hing the accepta 2; 5.2.1 Party
tender appointi nce c)
ng criteria
party's for
exchan each
ge informa
informa tion
tion require
require ment
ments
2. 2.1.5 2.1 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to hing the supporti 2; 5.2.1 Party
tender appointi ng d)
ng informa
party's tion that
exchan the
ge prospec
informa tive
tion lead
require appoint
ments ed
party
might
need,
to fully
underst
and or
evaluat
e each
informa
tion
require
ment or
its

Page 49 of 1591
 accepta
nce
criteria
2. 2.1.6 2.1 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to hing the dates, 2; 5.2.1 Party
tender appointi relative e)
ng to the
party's project’
exchan s
ge informa
informa tion
tion delivery
require milesto
ments nes and
appointi
ng
party’s
key
decisio
n
points,
that
each
require
ment
has to
be met
2. 2.2.1 2.2 Assem ISO A, R Appoint
Invitatio Assem ble the 19650- ing
n to ble referen 2; 5.2.2 Party
tender referen ce
ce informa
informa tion or
tion and shared
shared resourc
resourc es that

Page 50 of 1591
 es the
appointi
ng
party
intends
to
provide
to the
prospec
tive
lead
appoint
ed
party
during
the
tender
process
or
appoint
ment
2. 2.2.2 2.2 Establis ISO A, R Appoint
Invitatio Assem h the 19650- ing
n to ble suitabili 2; 5.2.2 Party
tender referen ty for
ce which
informa the
tion and informa
shared tion can
resourc be used
es by the
prospec
tive
lead
appoint
ed
party,

Page 51 of 1591
 by
assigni
ng
appropr
iate
status
codes
to all
referen
ce
informa
tion and
shared
resourc
es to
indicate
how
they
can be
used
2. 2.2.3 2.2 Make ISO A, R Appoint
Invitatio Assem referen 19650- ing
n to ble ce 2; 5.2.2 Party
tender referen informa
ce tion and
informa shared
tion and resourc
shared es
resourc availabl
es e to
tenderi
ng
organiz
ations
in a
secure
environ

Page 52 of 1591
 ment,
such as
the
project'
s
commo
n data
environ
ment
2. 2.3.1 2.3 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to h tender 2; 5.2.3 Party
tender tender respons and
respons e ISO
e require 19650-
require ments 5; 9.1.1
ments with an
and informa
evaluati tion
on sharing
criteria agreem
ent (as
applica
ble)
2. 2.3.2 2.3 Establis ISO A, R Appoint
Invitatio Establis h the 19650- ing
n to h evaluati 2; 5.2.3 Party
tender tender on
respons criteria
e to be
require used to
ments assess
and the
evaluati tender
on respons
criteria e

Page 53 of 1591
 2. 2.4.1 2.4 Compil ISO A, R Appoint
Invitatio Compil e the 19650- ing
n to e informa 2; 5.2.4 Party
tender invitatio tion to
n to be
tender include
informa d within
tion the
invitatio
n to
tender
packag
e,
includin
g:
2. 2.4.2 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing
n to e appointi 2; 5.2.4 Party
tender invitatio ng
n to party’s
tender exchan
informa ge
tion informa
tion
require
ments
are
include
d within
the
invitatio
n to
tender
packag
e
2. 2.4.3 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing

Page 54 of 1591
 n to e relevant 2; 5.2.4 Party
tender invitatio referen
n to ce
tender informa
informa tion and
tion shared
resourc
es
(within
the
project'
s
commo
n data
environ
ment)
are
include
d within
the
invitatio
n to
tender
packag
e
2. 2.4.4 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing
n to e tender 2; 5.2.4 Party
tender invitatio respons
n to e
tender require
informa ments
tion are
include
d within
the
invitatio

Page 55 of 1591
 n to
tender
packag
e
2. 2.4.5 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing
n to e project' 2; 5.2.4 Party
tender invitatio s
n to informa
tender tion
informa delivery
tion milesto
nes are
include
d within
the
invitatio
n to
tender
packag
e
2. 2.4.6 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing
n to e project' 2; 5.2.4 Party
tender invitatio s
n to informa
tender tion
informa standar
tion d is
include
d within
the
invitatio
n to
tender
packag

Page 56 of 1591
 e
2. 2.4.7 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing
n to e project' 2; 5.2.4 Party
tender invitatio s
n to informa
tender tion
informa producti
tion on
method
s and
proced
ure
include
d within
the
invitatio
n to
tender
packag
e
2. 2.4.8 2.4 Ensure ISO A, R Appoint
Invitatio Compil that the 19650- ing
n to e project' 2; 5.2.4 Party
tender invitatio s
n to informa
tender tion
informa protocol
tion is
include
d within
the
invitatio
n to
tender
packag

Page 57 of 1591
 e
2. 2.4.9 2.4 Ensure n/a A, R Appoint
Invitatio Compil that any ing
n to e other Party
tender invitatio informa
n to tion
tender require
informa d for
tion the
invitatio
n to
tender
packag
e is
include
d
3. 3.1.1 3.1 Appoint ISO A, R Lead
Tender Nomina individu 19650- Appoint
respons te als to 2; 5.3.1 ed
e individu underta Party
als to ke the
underta informa
ke the tion
informa manag
tion ement
manag function
ement
function
3. 3.1.2 3.1 Establis ISO A, R Lead
Tender Nomina ha 19650- Appoint
respons te scope 2; 5.3.1 ed
e individu of Party
als to service
underta s for
ke the the
informa informa
tion tion

Page 58 of 1591
 manag manag
ement ement
function function
(if
appointi
ng a
prospec
tive
appoint
ed
party or
third
party)
3. 3.1.3 3.1 Establis ISO A, R Lead
Tender Nomina h the 19650- Appoint
respons te tasks to 2; 5.3.1 ed
e individu be Party
als to provide
underta d as
ke the part of
informa the
tion scope
manag of
ement service
function s (if
appointi
ng a
prospec
tive
appoint
ed
party or
third
party)
3. 3.1.4 3.1 Establis ISO A, R Lead
Tender Nomina h the 19650- Appoint
respons te authorit ed

Page 59 of 1591
 e individu y that 2; 5.3.1 Party
als to the lead
underta appoint
ke the ed
informa party
tion will
manag delegat
ement e to the
function prospec
tive
appoint
ed
party or
third
party (if
appointi
ng a
prospec
tive
appoint
ed
party or
third
party)
3. 3.1.5 3.1 Establis ISO A, R Lead
Tender Nomina h the 19650- Appoint
respons te compet 2; 5.3.1 ed
e individu ency Party
als to (knowle
underta dge or
ke the skills)
informa that the
tion individu
manag als
ement underta
function king the
function

Page 60 of 1591
 will
need
(applica
ble
whether
delegati
ng or
not)
3. 3.1.6 3.1 Establis ISO A, R Lead
Tender Nomina h 19650- Appoint
respons te probity 2; 5.3.1 ed
e individu arrange Party
als to ments if
underta potentia
ke the l
informa conflict
tion s of
manag interest
ement may
function arise (if
appointi
ng a
prospec
tive
appoint
ed
party or
third
party
where
probity
may be
an
issue)
3. 3.2.1 3.2 Establis ISO A, R C Lead
Tender Establis h the 19650- Appoint
respons h the delivery ed

Page 61 of 1591
 e delivery team's 2; 5.3.2 Party
team's (pre-
(pre- appoint
appoint ment)
ment) BIM
BIM executi
executi on plan
on plan
3. 3.3.1 3.3 Underta ISO A, R Appoint
Tender Assess ke an 19650- ed
respons task assess 2; 5.3.3 Party
e team ment of
capabili capabili
ty and ty and
capacit capacit
y y to
deliver
informa
tion in
accorda
nce
with the
appointi
ng
party's
exchan
ge
informa
tion
require
ments
and the
delivery
team's
propos
ed (pre-
appoint

Page 62 of 1591
 ment)
BIM
executi
on plan
3. 3.4.1 3.4 Establis ISO A, R Lead
Tender Establis h the 19650- Appoint
respons h the delivery 2; 5.3.3 ed
e delivery team's Party
team's capabili
capabili ty and
ty and capacit
capacit y by
y aggreg
ating
the
assess
ments
underta
ken by
each
task
team to
produc
ea
summa
ry of
the
delivery
team's
capabili
ty to
manag
e and
produc
e
informa
tion and

Page 63 of 1591
 its
capacit
y for
timely
delivery
of the
informa
tion
3. 3.5.1 3.5 Establis ISO A, R C Lead
Tender Establis h the 19650- Appoint
respons h the delivery 2; 5.3.5 ed
e delivery team's Party
team's propos
mobiliz ed
ation mobiliz
plan ation
plan
that will
be
initiated
and
implem
ented
during
mobiliz
ation
3. 3.6.1 3.6 Establis ISO A, R C Lead
Tender Establis h the 19650- Appoint
respons h the delivery 2; 5.3.6 ed
e delivery team's Party
team's risk
risk register
register containi
ng the
risks
associa
ted with

Page 64 of 1591
 the
timely
delivery
or
informa
tion, in
accorda
nce
with the
appointi
ng
party's
exchan
ge
informa
tion
require
ments,
and
how the
delivery
team
intends
to
manag
e these
risks
3. 3.7.1 3.7 Ensure ISO A, R Lead
Tender Compil the 19650- Appoint
respons e the (pre- 2; 5.3.7 ed
e delivery appoint Party
team's ment)
tender BIM
respons executi
e on plan
is
include

Page 65 of 1591
 d within
the
delivery
team's
tender
respons
e
3. 3.7.2 3.7 Ensure ISO A, R Lead
Tender Compil the 19650- Appoint
respons e the capabili 2; 5.3.7 ed
e delivery ty and Party
team's capacit
tender y
respons assess
e ment
summa
ry is
include
d within
the
delivery
team's
tender
respons
e
3. 3.7.3 3.7 Ensure ISO A, R Lead
Tender Compil the 19650- Appoint
respons e the propos 2; 5.3.7 ed
e delivery ed Party
team's mobiliz
tender ation
respons plan is
e include
d within
the
delivery
team's

Page 66 of 1591
 tender
respons
e
3. 3.7.4 3.7 Ensure ISO A, R Lead
Tender Compil the 19650- Appoint
respons e the delivery 2; 5.3.7 ed
e delivery risk Party
team's assess
tender ment is
respons include
e d within
the
delivery
team's
tender
respons
e
3. 3.8.1 3.8 Check n/a A, R Appoint
Tender Carry the ing
respons out request Party
e tender ed
assess tender
ment of respons
the e
delivery informa
team's tion has
tender been
respons fully
e provide
d
3. 3.8.2 3.8 Evaluat n/a A, R Appoint
Tender Carry e the ing
respons out delivery Party
e tender team's
assess tender
ment of respons
the e(s)

Page 67 of 1591
 delivery against
team's the
tender tender
respons evaluati
e on
criteria
3. 3.8.3 3.8 Inform n/a A, R I Appoint
Tender Carry delivery ing
respons out team(s) Party
e tender of the
assess outcom
ment of e of the
the tender
delivery assess
team's ment
tender
respons
e
4. 4.1.1 4.1 Develo ISO I A, R C Lead
Appoint Confirm p the 19650- Appoint
ment the delivery 2; 5.4.1 ed
delivery team's Party
team's BIM
BIM executi
executi on plan
on plan in
agreem
ent with
the
supply
chain,
includin
g:
4. 4.1.2 4.1 Confirm ISO I A, R C Lead
Appoint Confirm the 19650- Appoint
ment the names 2; 5.4.1 ed
delivery of the

Page 68 of 1591
 team's individu a) Party
BIM al(s)
executi who will
on plan underta
ke the
informa
tion
manag
ement
function
4. 4.1.3 4.1 Update ISO I A, R C Lead
Appoint Confirm the 19650- Appoint
ment the delivery 2; 5.4.1 ed
delivery team's b) Party
team's informa
BIM tion
executi delivery
on plan strategy
(as
require
d)
4. 4.1.4 4.1 Update ISO I A, R C Lead
Appoint Confirm the 19650- Appoint
ment the delivery 2; 5.4.1 ed
delivery team's c) Party
team's high-
BIM level
executi respons
on plan ibility
matrix
(as
require
d)
4. 4.1.5 4.1 Confirm ISO I A, R C Lead
Appoint Confirm and 19650- Appoint
ment the docume 2; 5.4.1 ed
delivery nt the

Page 69 of 1591
 team's delivery d) Party
BIM team's
executi propos
on plan ed
informa
tion
producti
on
method
s and
proced
ures
4. 4.1.6 4.1 Agree ISO I A, R C Lead
Appoint Confirm with the 19650- Appoint
ment the appointi 2; 5.4.1 ed
delivery ng e) Party
team's party
BIM any
executi addition
on plan s or
amend
ments
to the
project'
s
informa
tion
standar
d
4. 4.1.7 4.1 Confirm ISO I A, R C Lead
Appoint Confirm the 19650- Appoint
ment the schedul 2; 5.4.1 ed
delivery e of f) Party
team's softwar
BIM e,
executi hardwa
on plan re and

Page 70 of 1591
 IT
infrastr
ucture
the
delivery
team
will use
4. 4.2.1 4.2 Refine ISO A, R C Lead
Appoint Establis the 19650- Appoint
ment h the high- 2; 5.4.2 ed
delivery level Party
team's respons
detailed ibility
respons matrix
ibility to
matrix establis
h the
detailed
respons
ibility
matrix
4. 4.2.2 4.2 Share n/a A, R C Lead
Appoint Establis the Appoint
ment h the detailed ed
delivery respons Party
team's ibility
detailed matrix
respons for
ibility supply
matrix chain
review
and
comme
nt
4. 4.3.1 4.3 Establis ISO A, R Lead
Appoint Establis h the 19650- Appoint
ment h the lead ed

Page 71 of 1591
 lead appoint 2; 5.4.3 Party
appoint ed
ed party's
party's exchan
exchan ge
ge informa
informa tion
tion require
require ments
ments
4. 4.3.2 4.3 Define ISO A, R Lead
Appoint Establis each 19650- Appoint
ment h the informa 2; 5.4.3 ed
lead tion a) Party
appoint require
ed ment
party's
exchan
ge
informa
tion
require
ments
4. 4.3.3 4.3 Establis ISO A, R Lead
Appoint Establis h the 19650- Appoint
ment h the level of 2; 5.4.3 ed
lead informa b) Party
appoint tion
ed need
party's require
exchan d to
ge meet
informa each
tion informa
require tion
ments require

Page 72 of 1591
 ment
4. 4.3.4 4.3 Establis ISO A, R Lead
Appoint Establis h the 19650- Appoint
ment h the accepta 2; 5.4.3 ed
lead nce c) Party
appoint criteria
ed for
party's each
exchan informa
ge tion
informa require
tion ment
require
ments
4. 4.3.5 4.3 Establis ISO A, R Lead
Appoint Establis h the 19650- Appoint
ment h the dates, 2; 5.4.3 ed
lead relative d) Party
appoint to the
ed project'
party's s
exchan informa
ge tion
informa delivery
tion milesto
require nes
ments
4. 4.3.6 4.3 Establis ISO A, R Lead
Appoint Establis h the 19650- Appoint
ment h the supporti 2; 5.4.3 ed
lead ng e) Party
appoint informa
ed tion that
party's the
exchan appoint
ge ed part
informa might

Page 73 of 1591
 tion need,
require to fully
ments underst
and or
evaluat
e each
informa
tion
require
ment or
its
accepta
nce
criteria
4. 4.4.1 4.4 Establis n/a A, R Lead
Appoint Establis h a task Appoint
ment h the informa ed
task tion Party
informa delivery
tion plan
delivery templat
plan(s) e (if not
provide
d by the
appointi
ng
party
within
any
shared
resourc
es)
4. 4.4.2 4.4 Establis ISO I A, R Appoint
Appoint Establis h and 19650- ed
ment h the maintai 2; 5.4.4 Party
task n a task
informa informa

Page 74 of 1591
 tion tion
delivery delivery
plan(s) plan
through
out the
appoint
ment
4. 4.5.1 4.5 Aggreg ISO A, R I Lead
Appoint Establis ate task 19650- Appoint
ment h the informa 2; 5.4.5 ed
master tion Party
informa delivery
tion plans
delivery from
plan each
task
team to
establis
h the
delivery
team's
master
informa
tion
delivery
plan
(MIDP)
4. 4.5.2 4.5 Baselin ISO A, R I Lead
Appoint Establis e 19650- Appoint
ment h the delivera 2; 5.4.5 ed
master bles Party
informa and
tion dates
delivery within
plan the
master
informa

Page 75 of 1591
 tion
delivery
plan
4. 4.5.3 4.5 Inform ISO A, R I Lead
Appoint Establis each 19650- Appoint
ment h the task 2; 5.4.5 ed
master team Party
informa and
tion notify if
delivery any
plan change
s are
require
d to the
task
informa
tion
delivery
plan
4. 4.5.4 4.5 Inform ISO A, R C Lead
Appoint Establis the 19650- Appoint
ment h the appointi 2; 5.4.5 ed
master ng Party
informa party of
tion any
delivery risks or
plan issues
which
could
impact
on the
project
delivery
milesto
nes
4. 4.6.1 4.6 Update n/a A, R I I Appoint
Appoint Update the ing

Page 76 of 1591
 ment shared project’ Party
resourc s
es informa
tion
standar
d with
agreed
addition
s or
amend
ments
propos
ed by
lead
appoint
ed
parties
within
their
pre-
appoint
ment
BIM
executi
on
plans
and
subseq
uently
through
out
their
appoint
ment
(includi
ng any
updates

Page 77 of 1591
 require
d by the
security
manag
ement
plan)
4. 4.6.2 4.6 Update n/a A, R I I Appoint
Appoint Update the ing
ment shared project’ Party
resourc s
es informa
tion
producti
on
method
s and
proced
ures
with
agreed
addition
s or
amend
ments
propos
ed by
lead
appoint
ed
parties
within
their
pre-
appoint
ment
BIM
executi

Page 78 of 1591
 on
plans
and
subseq
uently
through
out
their
appoint
ment
(includi
ng any
updates
require
d by the
security
manag
ement
plan)
4. 4.7.1 4.7 Comple ISO A, R I Appoint
Appoint Comple te lead 19650- ing
ment te lead appoint 2; 5.4.6 Party
appoint ed
ed party's
party's appoint
appoint ment
ment docume
docume nts
nts
4. 4.7.2 4.7 Ensure ISO A, R I Appoint
Appoint Comple the 19650- ing
ment te lead appointi 2; 5.4.6 Party
appoint ng
ed party's
party's exchan
appoint ge
ment informa

Page 79 of 1591
 docume tion
nts require
ments
are
include
d in the
appoint
ment
4. 4.7.3 4.7 Ensure ISO A, R I Appoint
Appoint Comple the 19650- ing
ment te lead project' 2; 5.4.6 Party
appoint s
ed informa
party's tion
appoint standar
ment d is
docume include
nts d in the
appoint
ment
with
any
agreed
addition
s or
amend
ments
4. 4.7.4 4.7 Ensure ISO A, R I Appoint
Appoint Comple the 19650- ing
ment te lead project' 2; 5.4.6 Party
appoint s
ed informa
party's tion
appoint producti
ment on
docume method
nts s and

Page 80 of 1591
 proced
ures is
include
d in the
appoint
ment
with
any
agreed
addition
s or
amend
ments
4. 4.7.5 4.7 Ensure ISO A, R I Appoint
Appoint Comple the 19650- ing
ment te lead delivery 2; 5.4.6 Party
appoint team's
ed BIM
party's executi
appoint on plan
ment is
docume include
nts d in the
appoint
ment
4. 4.7.6 4.7 Ensure ISO A, R I Appoint
Appoint Comple the 19650- ing
ment te lead delivery 2; 5.4.6 Party
appoint team's
ed master
party's informa
appoint tion
ment delivery
docume plan
nts (MIDP)
is
include

Page 81 of 1591
 d in the
appoint
ment
4. 4.7.7 4.7 Ensure n/a A, R I Appoint
Appoint Comple the ing
ment te lead project' Party
appoint s
ed informa
party's tion
appoint protocol
ment is
docume include
nts d within
the
appoint
ment
4. 4.7.8 4.7 Manag n/a A, R I Appoint
Appoint Comple e ing
ment te lead change Party
appoint control
ed process
party's associa
appoint ted to
ment lead
docume appoint
nts ed
party(s)
appoint
ment
docume
ntation
4. 4.8.1 4.8 Comple ISO A, R I Lead
Appoint Comple te 19650- Appoint
ment te appoint 2; 5.4.7 ed
appoint ed Party
ed party's
party's appoint

Page 82 of 1591
 appoint ment
ment docume
docume nts for
nts agreem
ent with
each
appoint
ed
party
4. 4.8.2 4.8 Ensure ISO A, R I Lead
Appoint Comple the lead 19650- Appoint
ment te appoint 2; 5.4.7 ed
appoint ed Party
ed party's
party's exchan
appoint ge
ment informa
docume tion
nts require
ments
are
include
d in the
appoint
ment
4. 4.8.3 4.8 Ensure ISO A, R I Lead
Appoint Comple the 19650- Appoint
ment te project' 2; 5.4.7 ed
appoint s Party
ed informa
party's tion
appoint standar
ment d is
docume include
nts d in the
appoint
ment

Page 83 of 1591
 with
any
agreed
addition
s or
amend
ments
4. 4.8.4 4.8 Ensure ISO A, R I Lead
Appoint Comple the 19650- Appoint
ment te project' 2; 5.4.7 ed
appoint s Party
ed informa
party's tion
appoint producti
ment on
docume method
nts s and
proced
ures is
include
d in the
appoint
ment
with
any
agreed
addition
s or
amend
ments
4. 4.8.5 4.8 Ensure ISO A, R I Lead
Appoint Comple the 19650- Appoint
ment te delivery 2; 5.4.7 ed
appoint team's Party
ed BIM
party's executi
appoint on plan

Page 84 of 1591
 ment is
docume include
nts d in the
appoint
ment
4. 4.8.6 4.8 Ensure ISO A, R I Lead
Appoint Comple the 19650- Appoint
ment te agreed 2; 5.4.7 ed
appoint task Party
ed informa
party's tion
appoint delivery
ment plan
docume (TIDP)
nts is
include
d in the
appoint
ment
4. 4.8.7 4.8 Ensure n/a A, R I Lead
Appoint Comple the Appoint
ment te project' ed
appoint s Party
ed informa
party's tion
appoint protocol
ment is
docume include
nts d within
the
appoint
ment
4. 4.8.8 4.8 Manag n/a A, R I Lead
Appoint Comple e Appoint
ment te change ed
appoint control Party
ed process

Page 85 of 1591
 party's associa
appoint ted to
ment appoint
docume ed
nts party(s)
appoint
ment
docume
ntation
5. 5.1.1 5.1 Mobiliz ISO A, R I Lead
Mobiliz Mobiliz e 19650- Appoint
ation e resourc 2; 5.5.1 ed
resourc es, Party
es includin
g:
5. 5.1.2 5.1 Confirm ISO A, R I Lead
Mobiliz Mobiliz the 19650- Appoint
ation e resourc 2; 5.5.1 ed
resourc e Party
es availabi
lity of
each
task
team
5. 5.1.3 5.1 Develo ISO A, R I Lead
Mobiliz Mobiliz p and 19650- Appoint
ation e deliver 2; 5.5.1 ed
resourc educati Party
es on on
topics
such as
the
project’
s
scope,
exchan
ge

Page 86 of 1591
 informa
tion
require
ments
and
delivery
milesto
nes
(knowle
dge
require
d) to
delivery
team
membe
rs
5. 5.1.4 5.1 Develo ISO A, R I Lead
Mobiliz Mobiliz p and 19650- Appoint
ation e deliver 2; 5.5.1 ed
resourc training Party
es (skills
require
d) to
the
delivery
team
membe
rs
5. 5.2.1 5.2 Mobiliz ISO A, R I Lead
Mobiliz Mobiliz e 19650- Appoint
ation e informa 2; 5.5.2 ed
informa tion Party
tion technol
technol ogy,
ogy includin
g:

Page 87 of 1591
 5. 5.2.2 5.2 Procure ISO A, R I Lead
Mobiliz Mobiliz , 19650- Appoint
ation e implem 2; 5.5.2 ed
informa ent, Party
tion configur
technol e and
ogy test
softwar
e,
hardwa
re and
IT
infrastr
ucture
(as
require
d)
5. 5.2.3 5.2 Configu ISO A, R I Lead
Mobiliz Mobiliz re and 19650- Appoint
ation e test the 2; 5.5.2 ed
informa project' Party
tion s
technol commo
ogy n data
environ
ment
5. 5.2.4 5.2 Configu ISO A, R I Lead
Mobiliz Mobiliz re and 19650- Appoint
ation e test the 2; 5.5.2 ed
informa delivery Party
tion team's
technol (distribu
ogy ted)
commo
n data
environ
ment

Page 88 of 1591
 and its
connect
ivity to
the
project
commo
n data
environ
ment (if
applica
ble)
5. 5.2.5 5.2 Test ISO A, R I Lead
Mobiliz Mobiliz the 19650- Appoint
ation e informa 2; 5.5.2 ed
informa tion Party
tion exchan
technol ge
ogy betwee
n task
teams
5. 5.2.6 5.2 Test ISO A, R I Lead
Mobiliz Mobiliz the 19650- Appoint
ation e informa 2; 5.5.2 ed
informa tion Party
tion delivery
technol to the
ogy appointi
ng
party
5. 5.3.1 5.3 Test ISO A, R I Lead
Mobiliz Test and 19650- Appoint
ation the docume 2; 5.5.3 ed
project' nt the Party
s project'
informa s
tion informa
producti tion

Page 89 of 1591
 on producti
method on
s and method
proced s and
ures proced
ures
5. 5.3.2 5.3 Refine ISO A, R I Lead
Mobiliz Test and 19650- Appoint
ation the verify 2; 5.5.3 ed
project' the Party
s propos
informa ed
tion informa
producti tion
on contain
method er
s and breakd
proced own
ures structur
e is
workabl
e
5. 5.3.3 5.3 Develo ISO A, R I Lead
Mobiliz Test p 19650- Appoint
ation the shared 2; 5.5.3 ed
project' resourc Party
s es to be
informa used by
tion the
producti delivery
on team
method
s and
proced
ures
5. 5.3.4 5.3 Commu ISO A, R I Lead
Mobiliz Test nicate 19650- Appoint

Page 90 of 1591
 ation the the 2; 5.5.3 ed
project' project' Party
s s
informa informa
tion tion
producti producti
on on
method method
s and s and
proced proced
ures ures to
all task
teams
6. 6.1.1 6.1 Check ISO A, R Appoint
Collabo Check that 19650- ed
rative availabi relevant 2; 5.6.1 Party
producti lity of referen
on of referen ce
informa ce informa
tion informa tion and
tion and shared
shared resourc
resourc es is
es availabl
e within
the
project'
s
commo
n data
environ
ment
6. 6.1.2 6.1 Inform ISO I A, R Appoint
Collabo Check the lead 19650- ed
rative availabi appoint 2; 5.6.1 Party
producti lity of ed
on of referen party

Page 91 of 1591
 informa ce and
tion informa assess
tion and the
shared potentia
resourc l impact
es of not
having
access
to
referen
ce
informa
tion and
shared
resourc
es
could
have on
the task
informa
tion
delivery
plan
(TIDP)
6. 6.2.1 6.2 Genera ISO I A, R Appoint
Collabo Genera te 19650- ed
rative te informa 2; 5.6.2 Party
producti informa tion in a)
on of tion accorda
informa nce
tion with
respecti
ve task
informa
tion
delivery
plan

Page 92 of 1591
 (TIDP)
6. 6.2.2 6.2 Coordin ISO I A, R Appoint
Collabo Genera ate and 19650- ed
rative te cross- 2; 5.6.2 Party
producti informa referen c)
on of tion ce all
informa informa
tion tion
with
informa
tion
shared
within
the
project’
s
commo
n data
environ
ment, in
accorda
nce
with the
project’
s
informa
tion
producti
on
method
s and
proced
ures
6. 6.2.3 6.2 Spatiall ISO I A, R Appoint
Collabo Genera y 19650- ed
rative te coordin 2; 5.6.2 Party
producti informa ate

Page 93 of 1591
 on of tion geomet d)
informa rical
tion models
with
other
geomet
rical
models
shared
with the
appropr
iate
suitabili
ty,
residing
within
the
project’
s
commo
n data
environ
ment
6. 6.3.1 6.3 Underta ISO I A, R Appoint
Collabo Underta ke a 19650- ed
rative ke quality 2; 5.6.3 Party
producti quality assuran
on of assuran ce
informa ce check
tion check of each
informa
tion
contain
er, in
accorda
nce
with the

Page 94 of 1591
 project'
s
informa
tion
producti
on
method
s and
proced
ures,
prior to
underta
king a
review
of the
informa
tion
within it
6. 6.4.1 6.4 Underta ISO I A, R Appoint
Collabo Review ke a 19650- ed
rative informa review 2; 5.6.4 Party
producti tion and of the
on of approv informa
informa e for tion
tion sharing within
each
informa
tion
contain
er, in
accorda
nce
with the
project'
s
informa
tion

Page 95 of 1591
 producti
on
method
s and
proced
ures,
prior to
sharing
within
the
project'
s
commo
n data
environ
ment
6. 6.5.1 6.5 Underta ISO I A, R Appoint
Collabo Informa ke a 19650- ed
rative tion review 2; 5.6.5 Party
producti model of the
on of review informa
informa tion
tion model,
in
accorda
nce
with the
project'
s
informa
tion
producti
on
method
s and
proced
ures, to

Page 96 of 1591
 facilitat
e the
continu
ous
coordin
ation of
informa
tion
across
each
element
of the
informa
tion
model
7. 7.1.1 7.1 Submit ISO I A, R Appoint
Informa Submit informa 19650- ed
tion informa tion to 2; 5.7.1 Party
model tion the lead
delivery model appoint
for lead ed
appoint party
ed for
party authoriz
authoriz ation
ation within
the
project'
s
commo
n data
environ
ment
7. 7.2.1 7.2 Review ISO A, R I Lead
Informa Review the 19650- Appoint
tion and informa 2; 5.7.2 ed
model authoriz tion

Page 97 of 1591
 delivery e the model Party
informa in
tion accorda
model nce
with the
project'
s
informa
tion
producti
on
method
s and
proced
ures
7. 7.3.1 7.3 Submit ISO I A, R Appoint
Informa Submit informa 19650- ed
tion informa tion for 2; 5.7.3 Party
model tion appointi
delivery model ng
for party
appointi review
ng and
party accepta
accepta nce
nce within
the
project'
s
commo
n data
environ
ment
7. 7.4.1 7.4 Review ISO A, R Appoint
Informa Review the 19650- ing
tion and informa 2; 5.7.4 Party
model accept tion

Page 98 of 1591
 delivery the model
informa in
tion accorda
model nce
with the
project'
s
informa
tion
producti
on
method
s and
proced
ures
7. 7.4.2 7.4 Produc n/a A, R I I Appoint
Informa Review e report ing
tion and at each Party
model accept informa
delivery the tion
informa exchan
tion ge of
model the
informa
tion
model
review
carried
out
8. 8.1.1 8.1 Archive ISO A, R Appoint
Project Archive the 19650- ing
close- the informa 2; 5.8.1 Party
out project tion
informa contain
tion ers
model within
the

Page 99 of 1591
 project'
s
commo
n data
environ
ment in
accorda
nce
with the
project'
s
informa
tion
producti
on
method
s and
proced
ures
8. 8.2.1 8.2 Arrange n/a A, R C C Appoint
Project Capture and ing
close- lessons chair a Party
out learned lessons
for learned
future worksh
projects op (or
include
lessons
learned
within
other
agreed
worksh
ops) in
accorda
nce
with

Page 100 of 1591

 worksh
ops
identifie
d on
the
project
progra
mme
8. 8.2.2 8.2 Capture ISO A, R C C Appoint
Project Capture lessons 19650- ing
close- lessons learned 2; 5.8.2 Party
out learned (using
for the
future lessons
projects learned
templat
e)
during
the
project.
The
lessons
learned
should
be
maintai
ned
through
out the
project
and
uploade
d to the
project’
s
commo
n data

Page 101 of 1591

 environ
ment or
other
agreed
central
knowle
dge
store

Guidance B: Open data, buildingSMART and COBie

Edition 2 November 2022

This guidance considers the principle of open data and the benefits that can be derived
through the use of open, shareable asset information. It also provides information about
buildingSMART and considers how buildingSMART solutions can help individuals and
organizations to work in accordance with the ISO 19650 series.

Guidance B Resources

Guidance C: Facilitating the CDE (workflow and technical

solutions)

Edition 3 November 2022

This guidance considers the requirements for CDE workflow plus CDE solutions to support
the effective management of information containers. It also explores the requirements for
and application of classification, revision control and status allocations.

Guidance C Checklist

Guidance D: Developing information requirements

Page 102 of 1591

Edition 5 November 2022

This guidance provides a comprehensive insight into the development of organizational,

asset, project and exchange information requirements. It has been updated to align with the
use of asset information requirements and exchange information requirements in ISO
19650-3. It provides helpful examples that are supported by the Information Requirements
Line of Sight video and a populated example database. (See below to access these
companion resources.)

Guidance D Checklist

Guidance D Resources

 Example Exchange Information Requirements Database

Inf Co For For Inf Co Ap Ap Inf Ap Par Chi Do Hig Str
or nte m ma or nte poi poi or poi ent ld cu h- uct
ma nt t ma nt nti nt ma nti Del Inf me Lev ure
tio Su tio Co ng me tio ng ive or nt el
n m n m Par nt n Par rab ma Se Pur
Re ma De me ty of Del ty le tio cti po
qui ry scr nts Re Lea ive Inf n on se
re (Inf ipti cei d ry or Nu
me or on vin Ap Mil ma mb
nt ma (Pl g poi est tio er
So tio ain Par nte on n
urc n La ty d e Ex
e Cla ng (Us Par (fro cha
ssif ua er) ty m ng
icat ge (wh AIR e
ion Def o )
) init nee
ion ds
) to
pro
vid

Page 103 of 1591

 e
the
inf
or
ma
tio
n)
APi PM n/a n/a Ma Se Est Mai x yyy O& All 1 Mai Un
ng- _80 nua e ate n we y- M mai nte stru
EIR : l chil s Co eks mm nte nan ctur
(Op Ass con d dep ntra bef -dd nan ce ed
erat et tain info art ctor ore or z ce and
ion ma ing rma me key we and rep
al) nag ope tion nt dec eks repl airs
em rati isio bef ace
ent ons n ore me
info and poi info nt
rma mai nt rma
tion nte 5, x tion
nan we deli
ce eks ver
info bef y
rma ore mil
tion key est
dec one
isio
n
poi
nt 6
APi PM FI_ PD En EP Saf De x yyy n/a n/a 1 Env Un
ng- _X 90_ F erg C ety, sig we y- iron stru
EIR X_ 72: y val hea ner, eks mm me ctur
(Op XX Re rep ue lth Mai bef -dd ntal ed
erat _X port ort to & n ore or z ma
ion X: be env Co key we nag
al) En incl iron ntra dec eks em
erg ude me isio bef

Page 104 of 1591

 y d nt ctor n ore ent
ana dep poi info
lysi art nt rma
s me 2, x tion
info nt we deli
rma eks ver
tion bef y
ore mil
key est
dec one
isio
n
poi
nt
3, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
4, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
5, x

Page 105 of 1591

 we
eks
bef
ore
key
dec
isio
n
poi
nt 6
APi PM FI_ PD Car Em Saf De x yyy n/a n/a 1 Env Un
ng- _30 90_ F bon bod ety, sig we y- iron stru
EIR _30 72: rep ied hea ner, eks mm me ctur
(Op _10 Re ort car lth Mai bef -dd ntal ed
erat : port bon & n ore or z ma
ion Car val env Co key we nag
al) bon ues iron ntra dec eks em
cal for me ctor isio bef ent
cul all nt n ore
atio ne dep poi info
n w art nt rma
info ass me 2, x tion
rma ets nt we deli
tion eks ver
bef y
ore mil
key est
dec one
isio
n
poi
nt
3, x
we
eks
bef
ore

Page 106 of 1591

 key
dec
isio
n
poi
nt
4, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
5, x
we
eks
bef
ore
key
dec
isio
n
poi
nt 6
APi PM FI_ PD EP For Saf Mai x yyy n/a n/a 1 Env Un
ng- _80 90_ F C deli ety, n we y- iron stru
EIR _10 13: cert ver hea Co eks mm me ctur
(Op _25 Cer ific y lth ntra bef -dd ntal ed
erat : tific ate tea & ctor ore or z ma
ion En ate m env key we nag
al) erg to iron dec eks em
y det me isio bef ent
perf erm nt n ore

Page 107 of 1591

 orm ine dep poi info
anc art nt 6 rma
e me tion
info nt deli
rma ver
tion y
mil
est
one
APi PM FI_ PD Su Evi Saf Mai x yyy n/a n/a 1 Env Un
ng- _60 90_ F b- den ety, n we y- iron stru
EIR _60 72: con ce hea Co eks mm me ctur
(De _15 Re trac to lth ntra bef -dd ntal ed
live : port tor be & ctor ore or z ma
ry) Co trav pro env key we nag
nta el vid iron dec eks em
ct rep ed me isio bef ent
info ort sho nt n ore
rma win dep poi info
tion g art nt rma
the me 4, x tion
dist nt we deli
anc eks ver
e bef y
bet ore mil
we key est
en dec one
eac isio
h n
sub poi
- nt
con 5, x
trac we
tors eks
bas bef
e ore
and key

Page 108 of 1591

 the dec
site isio
tog n
eth poi
er nt 6
wit
h
cal
cul
atio
ns
sho
win
g
this
exc
eed
s
80
%
APi PM FI_ PD FS For Saf Mai x yyy n/a n/a 1 Env Un
ng- _70 90_ F A deli ety, n we y- iron stru
EIR _15 13: cert ver hea Co eks mm me ctur
(Op : Cer ific y lth ntra bef -dd ntal ed
erat Co tific ate tea & ctor ore or z ma
ion mpl ate m env key we nag
al) ian to iron dec eks em
ce det me isio bef ent
and erm nt n ore
cert ine dep poi info
ific art nt 6 rma
atio me tion
n nt deli
info ver
rma y
tion mil
est

Page 109 of 1591

 one
APi PM FI_ PD Co To Fin Co x yyy n/a n/a 1 Ca Un
ng- _60 90_ F st als anc st we y- pita stru
EIR _50 72: fore o e Co eks mm l ctur
(Op _25 Re cas incl dep nsu bef -dd inv ed
erat : port t ude art ltan ore or z est
ion Co rep equ me t key we me
al) st ort ipm nt dec eks nt
fore ent isio bef and
cas life n ore life
t exp poi info cycl
info ect nt rma e
rma anc 1, x tion cos
tion y we deli ting
fore eks ver
cas bef y
ts ore mil
(up key est
dat dec one
ed isio
ann n
uall poi
y) nt
2, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
3, x
we
eks

Page 110 of 1591

 bef
ore
key
dec
isio
n
poi
nt
4, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
5, x
we
eks
bef
ore
key
dec
isio
n
poi
nt 6
APi PM FI_ PD Co For Fin Co x yyy n/a n/a 1 Ca Un
ng- _80 90_ F st deli anc st we y- pita stru
EIR _30 72: fore ver e Co eks mm l ctur
(Op _63 Re cas y dep nsu bef -dd inv ed
erat : port t tea art ltan ore or z est
ion Op rep m me t key we me
al) erat to nt, dec eks nt

Page 111 of 1591

 ion ort det Est isio bef and
al erm ate n ore life
cos ine s poi info cycl
t dep nt rma e
info art 1, x tion cos
rma me we deli ting
tion nt eks ver
bef y
ore mil
key est
dec one
isio
n
poi
nt
2, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
3, x
we
eks
bef
ore
key
dec
isio
n
poi
nt

Page 112 of 1591

 4, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
5, x
we
eks
bef
ore
key
dec
isio
n
poi
nt 6
APi PM FI_ PD Utili En Fin De x yyy n/a n/a 1 Ass Un
ng- _80 90_ F ties erg anc sig we y- et stru
EIR _30 72: cos y e ner, eks mm ope ctur
(De _90 Re t usa dep Mai bef -dd rati ed
live : port rep ge art n ore or z ons
ry) Utili ort of me Co key we
ties equ nt, ntra dec eks
cos ipm Est ctor isio bef
t ent, ate n ore
info wall s poi info
rma s, dep nt rma
tion roof art 2, x tion
and me we deli
floo nt eks ver
r U- bef y

Page 113 of 1591

 val ore mil
ues key est
, dec one
wh isio
ole n
faci poi
lity nt
mo 3, x
nthl we
y eks
ene bef
rgy ore
cos key
t, dec
wh isio
ole n
faci poi
lity nt 4
ann
ual
ene
rgy
cos
t
APi PM FI_ JP Vis Ext Fin De x yyy n/a n/a 1 Ca Un
ng- _40 60_ EG uali ern anc sig we y- pita stru
EIR _30 95: zati al e ner eks mm l ctur
(De _62 Vis on vie dep bef -dd inv ed
live : uali ima ws art ore or z est
ry) Ph zati ger fro me key we me
otor on y m nt dec eks nt
eali all isio bef and
stic van n ore life
vis tag poi info cycl
uali e nt rma e
zati poi 1, x tion cos
on nts we deli

Page 114 of 1591

 info app eks ver ting
rma roa bef y
tion chi ore mil
ng key est
the dec one
stor isio
e. n
Inte poi
rnal nt 2
vie
ws
of
pre
miu
m
sto
ck
are
as
and
caf
e
APi PM FI_ PD Sch To Fin De x yyy n/a n/a 1 Ca Un
ng- _10 90_ F edu incl anc sig we y- pita stru
EIR _80 75: le ude e ner eks mm l ctur
(De _75 Sch of ma dep bef -dd inv ed
live : edu acc x art ore or z est
ry) Sp le om and me key we me
ace or mo min nt, dec eks nt
des tabl dati occ Pur isio bef and
ign e on upa cha n ore life
info ncy sin poi info cycl
rma lev g nt rma e
tion els dep 2, x tion cos
art we deli ting
me eks ver
nt bef y

Page 115 of 1591

 ore mil
key est
dec one
isio
n
poi
nt 3
APi PM FI_ PD De Col Fin De x yyy n/a n/a 1 Ca Un
ng- _10 60_ F part our anc sig we y- pita stru
EIR _80 25: me ed e ner eks mm l ctur
(De _75 Dra ntal are dep bef -dd inv ed
live : win lay a art ore or z est
ry) Sp g out pla me key we me
ace ren dra ns nt, dec eks nt
des diti win of Pur isio bef and
ign on gs eac cha n ore life
info h sin poi info cycl
rma dep g nt rma e
tion art dep 2, x tion cos
me art we deli ting
nt me eks ver
nt bef y
ore mil
key est
dec one
isio
n
poi
nt 3
APi PM FI_ PD Pro For Fin Co x yyy n/a n/a 1 Ca Un
ng- _60 90_ F ject deli anc st we y- pita stru
EIR _50 72: cos ver e Co eks mm l ctur
(De _23 Re t y dep nsu bef -dd inv ed
live : port fore tea art ltan ore or z est
ry) Co cas m me t key we me
st t to nt dec eks nt
esti rep det isio bef and

Page 116 of 1591

 mat ort erm n ore life
e ine poi info cycl
info nt rma e
rma 1, x tion cos
tion we deli ting
eks ver
bef y
ore mil
key est
dec one
isio
n
poi
nt
2, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
3, x
we
eks
bef
ore
key
dec
isio
n
poi
nt
4, x

Page 117 of 1591

 we
eks
bef
ore
key
dec
isio
n
poi
nt
5, x
we
eks
bef
ore
key
dec
isio
n
poi
nt 6
APi PM FI_ PD Site OS Pro De x yyy n/a n/a 1 Sta Un
ng- _30 60_ F loc Ma ject sig we y- tuto stru
EIR _10 25: atio p Ma ner eks mm ry ctur
(De _80 Dra n wit nag bef -dd ed
live : win pla ha er ore or z
ry) Site g n red key we
bou ren line dec eks
nda diti to isio bef
ry on den n ore
info ote poi info
rma the nt 2 rma
tion site tion
bou deli
nda ver
ry, y
the mil

Page 118 of 1591

 wid est
er one
est
ate
incl
udi
ng
ca
mp
us
A
to
be
mar
ked
out
in
Blu
e
APi PM FI_ PD Su To Pro Mai x yyy n/a n/a 1 Sta Un
ng- _60 90_ F bco incl ject n we y- tuto stru
EIR _20 75: ntra ude Ma Co eks mm ry ctur
(De _55 Sch ctor na nag ntra bef -dd ed
live : edu list me er ctor ore or z
ry) No le s key we
min or and dec eks
ate tabl con isio bef
d e tact n ore
sub det poi info
con ails nt 5 rma
trac tion
tor deli
or ver
sup y
plie mil
r est
wor

Page 119 of 1591

 k one
info
rma
tion
APi PM FI_ PD Co For Pro Mai x yyy n/a n/a 1 Sta Un
ng- _60 80_ F nstr deli ject n we y- tuto stru
EIR _30 65: ucti ver Ma Co eks mm ry ctur
(De _20 Pro on y nag ntra bef -dd ed
live : gra pro tea er ctor ore or z
ry) Co mm gra m key we
ntra e mm to dec eks
ct e det isio bef
pro erm n ore
gra ine poi info
mm nt 5 rma
e tion
info deli
rma ver
tion y
mil
est
one
APi PM FI_ PD Pro Co Est Mai x yyy O& n/a 2 Mai Un
ng- _60 90_ F ject nta ate n we y- M nte stru
EIR _60 24: dire ct s Co eks mm nan ctur
(Op _15 Dir ctor info dep ntra bef -dd ce ed
erat : ect y rma art ctor ore or z and
ion Co ory tion me key we rep
al) nta sho nt dec eks airs
ct uld isio bef
info be n ore
rma link poi info
tion ed nt 6 rma
to tion
the deli
CO ver
Bie y

Page 120 of 1591

 con mil
tact est
tab. one
Co
nte
nt
to
incl
ude
em
erg
enc
y
con
tact
info
rma
tion
in
the
eve
nt
of a
faili
ng
ass
et
APi PM n/a n/a Sec For Est Mai x yyy O& All 3 Mai Un
ng- _70 tion deli ate n we y- M mai nte stru
EIR : to ver s Co eks mm nte nan ctur
(Op Tes con y dep ntra bef -dd nan ce ed
erat ting tain tea art ctor ore or z ce and
ion , test m me key we and rep
al) co ing to nt dec eks repl airs
mm and det isio bef ace
issi co erm n ore me
oni mm poi info

Page 121 of 1591

 ng issi ine nt 6 rma nt
and oni tion
co ng deli
mpl info ver
etio rma y
n tion mil
info est
rma one
tion
APi PM FI_ PD BM For Est Mai x yyy O& n/a 3.1 Mai Un
ng- _70 90_ F S deli ate n we y- M 1 nte stru
EIR _15 13: co ver s Co eks mm nan ctur
(Op _10 Cer mm y dep ntra bef -dd ce ed
erat : tific issi tea art ctor ore or z and
ion Buil ate oni m me key we rep
al) din ng to nt dec eks airs
g cert det isio bef
ma ific erm n ore
nag ate ine poi info
em s nt 6 rma
ent tion
sys deli
tem ver
s y
(B mil
MS est
) one
co
mm
issi
oni
ng
info
rma
tion
APi PM FI_ PD Fire For Est Mai x yyy O& n/a 3.1 Mai Un
ng- _70 90_ saf deli ate n we y- nte stru

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 EIR _15 72: F ety ver s Co eks mm M 2 nan ctur
(Op _29 Re rep y dep ntra bef -dd ce ed
erat : port orts tea art ctor ore or z and
ion Fire , and m me key we rep
al) saf FI_ cert to nt dec eks airs
ety 90_ ific det isio bef
acc 13: ate erm n ore
ept Cer s ine poi info
anc tific nt 6 rma
e ate tion
info deli
rma ver
tion y
mil
est
one
APi PM FI_ PD He For Est Mai x yyy O& n/a 3.1 Mai Un
ng- _70 90_ F atin deli ate n we y- M 3 nte stru
EIR _75 72: g ver s Co eks mm nan ctur
(Op _36 Re sys y dep ntra bef -dd ce ed
erat : port tem tea art ctor ore or z and
ion He , test m me key we rep
al) atin FI_ rep to nt dec eks airs
g 90_ orts det isio bef
inst 13: and erm n ore
alla Cer cert ine poi info
tion tific ific nt 6 rma
test ate ate tion
info s deli
rma ver
tion y
mil
est
one
APi PM FI_ PD Ma For Est Mai x yyy O& n/a 3.1 Mai Un
ng- _70 90_ F nuf deli ate n we y- M 4 nte stru
EIR _85 21: act ver s Co eks mm nan ctur

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 (Op _52 Dat ure y dep ntra bef -dd ce ed
erat : a rs tea art ctor ore or z and
ion Ma she pro m me key we rep
al) nuf et duc to nt dec eks airs
act t det isio bef
ure dat erm n ore
r a ine poi info
info she nt 6 rma
rma ets tion
tion deli
ver
y
mil
est
one
APi PM FI_ PD Op Co Est Mai x yyy O& n/a 3.1 Mai Un
ng- _70 90_ F erat nte ate n we y- M 5 nte stru
EIR _85 50: ing nt s Co eks mm nan ctur
(Op _55 Ma inst to dep ntra bef -dd ce ed
erat : nua ruct incl art ctor ore or z and
ion Op l ion ude me key we rep
al) erat for trou nt dec eks airs
ing ass ble isio bef
inst ets sho n ore
ruct otin poi info
ion g nt 6 rma
and tion
sho deli
rt- ver
ter y
m mil
rep est
air one
APi PM n/a n/a As For Est Mai x yyy O& All 4 Mai Un
ng- _70 con deli ate n we y- M mai nte stru
EIR _90 stru ver s Co eks mm nte nan ctur
(Op : cte y dep ntra bef -dd nan ce

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 erat Re d tea art ctor ore or z ce and ed
ion cor info m me key we and rep
al) d rma to nt dec eks repl airs
info tion det isio bef ace
rma erm n ore me
tion ine poi info nt
nt 6 rma
tion
deli
ver
y
mil
est
one
APi PM FI_ PD Co For Est Mai x yyy O& n/a 4.1 Mai Un
ng- _70 60_ F, ntro deli ate n we y- M 1 nte stru
EIR _90 25: DW l ver s Co eks mm nan ctur
(Op _15 Dra G sys y dep ntra bef -dd ce ed
erat : win tem tea art ctor ore or z and
ion Co g rec m me key we rep
al) ntro Re ord to nt dec eks airs
l ndit dra det isio bef
sys ion, win erm n ore
tem FI gs ine poi info
rec 60_ nt 6 rma
ord 55: tion
info Mo deli
rma del ver
tion two y
- mil
dim est
ens one
ion
al
(M2
)
APi PM FI_ PD Ele For Est Mai x yyy O& n/a 4.1 Mai Un

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 ng- _70 60_ F, ctri deli ate n we y- M 2 nte stru
EIR _90 25: DW cal ver s Co eks mm nan ctur
(Op _27 Dra G sys y dep ntra bef -dd ce ed
erat : win tem tea art ctor ore or z and
ion Ele g rec m me key we rep
al) ctri Re ord to nt dec eks airs
cal ndit dra det isio bef
sys ion, win erm n ore
tem FI gs ine poi info
s 60_ nt 6 rma
rec 55: tion
ord Mo deli
info del ver
rma two y
tion - mil
dim est
ens one
ion
al
(M2
)
APi PM FI_ PD Fire For Est Mai x yyy O& n/a 4.1 Mai Un
ng- _70 60_ F, sys deli ate n we y- M 3 nte stru
EIR _90 25: DW tem ver s Co eks mm nan ctur
(Op _30 Dra G rec y dep ntra bef -dd ce ed
erat : win ord tea art ctor ore or z and
ion Fire g dra m me key we rep
al) sys Re win to nt dec eks airs
tem ndit gs det isio bef
rec ion, erm n ore
ord FI ine poi info
info 60_ nt 6 rma
rma 55: tion
tion Mo deli
del ver
two y
- mil

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 dim est
ens one
ion
al
(M2
)
APi PM FI_ PD Me Co Est Mai x yyy O& n/a 4.1 Mai Un
ng- _70 60_ F, cha nte ate n we y- M 4 nte stru
EIR _90 25: DW nic nt s Co eks mm nan ctur
(Op _52 Dra G al to dep ntra bef -dd ce ed
erat : win sys incl art ctor ore or z and
ion Me g tem ude me key we rep
al) cha Re rec sch nt dec eks airs
nic ndit ord em isio bef
al ion, dra atic n ore
sys FI win info poi info
tem 60_ gs rma nt 6 rma
s 55: tion tion
rec Mo of deli
ord del mai ver
info two n y
rma - rise mil
tion dim rs est
ens and one
ion ser
al vic
(M2 e
) corr
idor
s
APi PM FI_ PD Arc For Est Mai x yyy O& n/a 4.1 Mai Un
ng- _70 60_ F, hite deli ate n we y- M 5 nte stru
EIR _90 25: DW ctur ver s Co eks mm nan ctur
(Op _04 Dra G al y dep ntra bef -dd ce ed
erat : win rec tea art ctor ore or z and
ion Arc g ord m me key we rep
al) hite Re dra to dec eks

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 ctur ndit win det nt isio bef airs
al ion, gs erm n ore
rec FI ine poi info
ord 60_ nt 6 rma
dra 55: tion
win Mo deli
gs del ver
two y
- mil
dim est
ens one
ion
al
(M2
)
APi PM FI_ PD Gu For Est Mai x yyy O& n/a 5 Mai Un
ng- _80 90_ F ara deli ate n we y- M nte stru
EIR _10 21: nte ver s Co eks mm nan ctur
(Op _05 Dat es y dep ntra bef -dd ce ed
erat : a and tea art ctor ore or z and
ion Ass she war m me key we rep
al) et et rant to nt dec eks airs
gua ies det isio bef
rant erm n ore
ee ine poi info
and nt 6 rma
war tion
rant deli
y ver
info y
rma mil
tion est
one
APi PM FI_ PD Mai For Est Mai x yyy O& n/a 6 Mai Un
ng- _70 90_ F nte deli ate n we y- M nte stru
EIR _85 75: nan ver s Co eks mm nan ctur
(Op _50 Sch ce y dep ntra bef -dd ce

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 erat : edu sch tea art ctor ore or z and ed
ion Mai le edu m me key we rep
al) nte or les to nt dec eks airs
nan tabl det isio bef
ce e erm n ore
sch ine poi info
edu nt 5 rma
le tion
info deli
rma ver
tion y
mil
est
one
APi PM FI_ XL Ass Se Est De x yyy n/a n/a Mai Str
ng- _80 30_ SX et e ate sig we y- nte uct
EIR _10 40: dat Tab s ner, eks mm nan ure
(Op _10 Info a les dep Mai bef -dd ce d
erat : rma spr - art n ore or z and
ion Ass tion ead Obj me Co key we rep
al) et Exc she ect nt ntra dec eks airs
regi han et s ctor isio bef
ster ge bas (Le n ore
ed vel poi info
on of nt rma
the Info 3, x tion
CO rma we deli
Bie tion eks ver
2.4 Ne bef y
sch ed) ore mil
em key est
a dec one
isio
n
poi
nt
5, x

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 we
eks
bef
ore
key
dec
isio
n
poi
nt 6
APi PM FI_ XL Ass Se Est Mai x yyy n/a n/a Mai Str
ng- _80 30_ SX et e ate n we y- nte uct
EIR _10 40: dat Tab s Co eks mm nan ure
(Op _05 Info a les dep ntra bef -dd ce d
erat : rma spr - art ctor ore or z and
ion Ass tion ead Obj me key we rep
al) et Exc she ect nt dec eks airs
gua han et s isio bef
rant ge bas (Le n ore
ee ed vel poi info
and on of nt 6 rma
war the Info tion
rant CO rma deli
y Bie tion ver
info 2.4 Ne y
rma sch ed) mil
tion em est
a one
APi PM FI_ XL Sp Se Pur Mai x yyy n/a n/a Ca Str
ng- _60 90_ SX eci e cha n we y- pita uct
EIR _50 75: alis Tab sin Co eks mm l ure
(Op _58 Sch t les g ntra bef -dd inv d
erat : edu equ - dep ctor ore or z est
ion Ord le ipm Obj art key we me
al) er or ent ect me dec eks nt
info tabl sch s nt isio bef and
rma edu (Le n ore life

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 tion e le vel poi info cycl
of nt 4 rma e
Info tion cos
rma deli ting
tion ver
Ne y
ed) mil
est
one
APi PM FI_ XL Ass Se Fin Mai x yyy n/a n/a Ass Str
ng- _80 30_ SX et e anc n we y- et uct
EIR _10 40: dat Tab e Co eks mm ope ure
(Op _10 Info a les dep ntra bef -dd rati d
erat : rma spr - art ctor ore or z ons
ion Ass tion ead Obj me key we
al) et Exc she ect nt, dec eks
regi han et s Est isio bef
ster ge bas (Le ate n ore
ed vel s poi info
on of dep nt 5 rma
the Info art tion
CO rma me deli
Bie tion nt ver
2.4 Ne y
sch ed) mil
em est
a one

Guidance E: Tendering and appointments

Edition 4 November 2022

This guidance covers the development of the project information standard by an appointing
party and the BIM execution plan by a lead appointed party. It also supports the Information

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Protocol and this part of the guidance is also available as a separate document (see
Additional Resources for both these items).

Guidance E Checklist

Guidance E Checklist
Edition 3 November 2021

This guidance should be read in conjunction with the UK BIM Framework Information
Protocol Template and 19650 Guidance Part 1 Concepts, Section 3 and Annex C.

Information Protocol Templates

Information Protocol Template Downloads:

 Information-Protocol-Template-to-support-BS-EN-ISO-19650-2

 Information-Protocol-Template-to-support-BS-EN-ISO-19650-3

Guidance F: Information delivery planning

Edition 2 November 2022

This guidance explores information delivery planning activities looking at responsibility

matrices and information delivery plans. It will be updated in due course to consider
federation and breakdown structures.

Guidance F Checklist

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Frequently Asked Questions
The table below presents answers to some frequently asked questions. Use the down-arrow
in the Topic column to apply a filter to the FAQs if necessary. Use the Row Height icon to
increase or decrease the height of table rows.
Ref Question Answer Topic
1 Should the project’s ISO 19650-2 clause Management of
CDE be established 5.7.1 strongly appointing party
by the appointing recommends that information and the
party for issuing the project’s CDE is CDE
invitation to tender in place prior to
documentation? issuing any invitation
to tender, so
information can be
shared securely.
This approach will
also facilitate best
practice and set the
right approach from
the very start of a
project for
information
sharing/exchange.
2 Is the CDE just for ISO 19650-1 clause Management of
information 12.1 points toward appointing party
contributing to an the CDE being used information and the
information model to support the CDE
(sometimes termed information
production management
information)? processes in part 2
clauses 5.6 and 5.7
(production of
information +
information model
delivery).

But, ISO 19650-2

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 clause 5.1.7 clarifies
that the project’s
CDE should serve
the overall
requirements of the
project and to
support collaborative
production of
information.

ISO 19650-2 isn’t

clear as to whether
this should be done
through the use of
reference
information and the
shared resources
(ISO 1965-2 clause
5.1.6) or alongside
material to support
the production of the
information model.

Conclusion: the
CDE can be used
for information
supporting delivery
or operational
activities regardless
of whether that
information
becomes part of an
information model.
3 Does an information No, as long as the Management of
resource that is resource is appointing party
referenced in the appropriately information and the

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 protocol, or any referenced and CDE
other incorporated into the
appointment/contrac protocol/appointmen
t (for instance an t/contract then there
information doesn’t have to be
standard), have to an obvious digital
be digitally bound to connection.
that protocol
(through a folder To support
arrangement or an appropriate
appendix or other)? referencing, the
revision and status
of each protocol
resource should be
identified in the
information
particulars.

CDE configuration
needs to be properly
considered to
ensure that sensitive
information is only
visible to the people
that need to see it.
4 Does the information The appointing party Management of
production workflow should share appointing party
in ISO 19650-2 information using information and the
clause 6 have to be the project’s CDE. CDE
used for every This information
information should still have
container being held gone through a WIP
in the CDE? and Shared process
but this may have
been done outside
the project’s
CDE.The fact that

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 they are generating
information
effectively means
that they are acting
in the same way as
a task team/lead
appointed party
activities and using
the workflow may
benefit their
governance
processes.

Regardless of its
development
journey, every
information
container in the CDE
has to have a status
code, as indicated in
ISO 19650-2 clause
5.1.7 c).

While all information

containers can be
made accessible via
the CDE solution,
the appointing party
should determine
whether they wish
the published state
to reflect all
resources and
information
containers, or only
those relating to

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 contractual delivery
of the information
model.

Both options have

their own
advantages such as:
• (Contractual
delivery only) Being
able to use the
MIDP to
automatically verify
whether an
information
container should be
permitted.
• (Administration and
contractual delivery)
Convenience of
having all contract-
related resources
and information
containers appear in
a single state.

What is important is
consistency across
the project or asset
management activity
to prevent any
ambiguity around
the purpose of such
resources.
5 What status code When it is identified Management of
should a resource within the protocol appointing party
that is incorporated as an information information and the
into the information particular, the

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 protocol adopt? resource becomes a CDE
contractual
resource. As such,
its status should be
consistent with other
resources of this
nature. If using the
National Annex, this
would be an An
status representing
the Published
information state.
This ensures that
the resource is used
consistently by all
appropriate parties,
not just those people
that may have
access to the
protocol.

See also FAQ 8.

6 When invitation to At this stage the Management of
tender resources are resources aren’t appointing party
shared through a contractually information and the
CDE, what status binding, they have CDE
should they adopt been provided for
information and/or
comment.

For example, as a
prospective lead
appointed party has
the opportunity to
review and provide
feedback on some
tender resources,

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 such as the
information
standard, it is
sensible that the
resources adopt an
S3 status (suitable
for review and
comment within a
delivery team).

Other resources can

be made available
by the appointing
party but are not
intended to receive
comments back
from any lead
appointed parties,
such as existing
asset information. In
this case, an S2
status (suitable for
information) would
be sensible until the
appointment is
finalised.
7 The ISO 19650-2 The n part of the Management of
National Annex published code appointing party
published codes are refers to the stage of information and the
a combination of A+ the project at which CDE
a character (An). information is
Does the character exchanged. For
refer to the stage example, if the work
that information can stages are
be used for? numerical (0-7),
such as the RIBA
Plan of Works, and

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 information is
authorized/accepted
in Stage 2 then the
status code would
be A2.

The meaning of any

particular code
should be explained
in the project’s
information
standard, e.g.
designating A5 as
“for
construction/installat
ion” and A6 as “for
handover”. See
National Annex
clause NA.4.2 Note
2.

ISO 19650
Guidance C ISO
19650 Guidance
Part C: Facilitating
the CDE (workflow
and technical
solutions) provides
more detailed
explanation about
status codes with
examples.
8 The ISO 19650-2 ISO 19650 Management of
National Annex Guidance C ISO appointing party
published codes are 19650 Guidance information and the
a combination of A+ Part C: Facilitating CDE
a character (An). the CDE (workflow

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 Does the character and technical
refer to the stage solutions) provides
that information can more detailed
be used for? explanation about
status codes with
examples.

It could use a
Published code (An)
with n being the
earliest stage at
which it first
becomes an
appointment
resource.

It could remain
Shared (S2 or S3)
as these resources
will need to be
revised frequently
and often as further
lead appointed
parties are
appointed (who may
comment that further
standards, methods
and procedures are
needed), or as
further task teams
are appointed
(which may result in
additional
organization codes
and/or spatial
breakdown codes
being incorporated).

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 The appointing party
could define a new
An code to cover
these situations,
such as “AZ”, which
would mimic the use
of Z in the container
naming fields to
represent multiple
values.

If the appointing
party determines
their own approach
to these project level
resources then that
needs to be
documented in the
project’s information
standard (see ISO
19650-2 clause
NA4.2 Note 1).
9 What does it mean The term contractual Management of
in ISO 19650-2 isn’t used the main appointing party
National Annex body of ISO 19650- information and the
when it states that 2, due to both 1) CDE
shared is “(non- practices in other
contractual)” and countries which rely
published is on more informal
“contractual”. relationships and 2)
difficulties relating to
translation.

The national annex

isn’t specific as to
whether

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 “contractual” means
relating to
administration and
delivery or relating
only to delivery.

However BS
1192:2007, which
introduced the
concept of “shared”
and “published”,
used the distinction
to separate
information which is
still subject to
amendment during
its development
(“shared”) from
information which
has been deemed
acceptable as a
deliverable and
which has been
authorized for use
(“published”).
10 Which requirements All! ISO 19650 part Information
from ISO 19650-4 4 is part of the UK exchange
need to be BIM Framework and
implemented by an part of the UK
organisation? Government
Information
Management
Mandate.
11 How should we be Please see Information
using MIDP and Guidance F: exchange
Uniclass on Information delivery
projects? planning for

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 Information Delivery
Planning and also
see Guidance 2 for
Uniclass.
12 Can Omniclass be Other classification Information
used for systems can be exchange
classification? used but in the UK,
the National Annex
to ISO 19650-4 and
the UK BIM
Framework
recommend that the
Uniclass
classification system
is adopted.
13 Can Uniclass be Yes, Uniclass Information
used for classification can be exchange
infrastructure? used for both
buildings and
infrastructure,
including linear
assets and fixed
installations.
14 Can ISO 19650-4 be ISO 19650-4 applies Information
applied to to buildings and exchange
infrastructure? infrastructure
equally. Whilst the
perception of the
balance between
physical and spatial
aspects may differ,
both need
information to
secure the value of
the built asset.
15 Please can you Please see Information
demonstrate the use Guidance C:

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 of the BS EN ISO Facilitating the CDE exchange
19650-2 UK (workflow and
National Annex technical solutions)
status codes, on the use of status
discussing the codes and Guidance
movement of F: Information
documents across delivery planning for
work stages and the Information Delivery
project lifecycle. Planning.

Please see the

National Annex to
BS EN ISO 19650-4
for details on the
use of the Uniclass
PM table for
information
containers, and for
the use of other
Uniclass tables for
the contents of
information
containers.
16 Can we get a soft Yes, available Information
copy of ISO 19650 directly from BSI exchange
part 4? Knowledge, through
subscription, or use
a third-party provider
such as IHS.
The ISO 19650-4
standard with the
UK National Annex
is available through
BSOL and other
portals.
There is a recording
of the BSI launch

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 event held on
Wednesday 26
October 2022
available online on
YouTube.
17 Can you further Interoperability is the Information
explain ability of (asset) exchange
interoperability? information to exist
and be used
independent of any
authoring
application. So
interoperability is a
pre-requisite for
information
sustainability.
18 Does ISO 19650-4 No, ISO 19650 -4 Information
require COBie? does not require exchange
COBie. It does list it
as an example of a
regional information
exchange standard
for a particular
purpose, specifically
‘handover’.
However, the
National Annex to
BS EN ISO 19650-4
recommends use of
COBie and it is part
of the UK BIM
Framework.
19 Does ISO 19650-4 No, ISO 19650-4 Information
require IFC? does not require exchange
IFC. It does list it as
one of a small
number of relevant

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 ISO standards that
can be used to
represent project
and asset
information. IFC
meets the
expectation for
‘sustainable
information’ that is
widely accessible
and has a long-term
role. This means
that project delivery
and asset
management should
plan for IFC use,
perhaps alongside
shorter term
proprietary
information formats
20 Please explain This is just one Information
about the example of an exchange
information Information
regarding FM Exchange. Whilst
related to help for ISO19650-4
operation stage provides some
software suggested formats
compatibility after and schemas for this
Handover from in the informative
contractor to FM annex, the UK
team for integration National Annex
specifically selects
COBie for this.
21 Going forward, will This goes beyond Information
BIM be able to enforcing exchange
assist Building information criteria
Control verification? into checking

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 functional criteria.
This is the subject
on separate work at
International,
European and UK
levels including the
UK DCOM project
https://www.dcom.or
g.uk/.
22 What is the status of Information
BS 1192-4? BS1192-4 was exchange
introduced to
support
familiarization in the
UK with the nature
of COBie. It always
referred to US
NBIMS v3 as the
definition of COBie,
whilst
recommending the
use of Uniclass.
BS1192-4 is now
withdrawn.
Supporting material
including
recommended
property sets and
guidance on the use
of COBie with
infrastructure
remains available at
bSUKI Resources
and Downloads.
23 Is FIREie part of the No, as yet BS 8644 Information
UK BIM is not part of the UK exchange
Framework? BIM Framework. It

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 presents one way of
delivering some fire
related information.
BS 8644 proposes a
number of specific
(asset) information
requirements and
the use of a
structured
spreadsheet which
is similar to but
different from
COBie.
24 What about US These two initiatives Information
NIBS COBie3 and will in the future add exchange
the buildingSMART to the means
International Asset available to deliver
Operations construction-to-
Handover (AOH) operations handover
announcements in information across
2022? many facility types.
They may also
support other
scenarios such as
owner-to-owner and
operator-to-operator
handover. They are
intended to be
complementary and
interoperable.
25 What is BS EN ISO The international Level of information
7817-1 standard standard BS EN ISO need
about? 7817-1:2024
explains the
concepts and
principles of the
level of information

Page 149 of 1591

 need framework.
The level of
information need
framework was
initially introduced in
the ISO 19650
series in 2018 and
further developed at
European level with
the standard BS EN
17412-1 in 2020.
Due to the popularity
of the topic, the
European standard
BS EN 17412-1 has
now become an
international
standard BS EN ISO
7817-1:2024.
26 Is BS EN 17412-1 No, the European Level of information
still active? standard BS EN need
17412-1:2020 has
been withdrawn.
The international
standard BS EN ISO
7817-1:2024
replaces the
European standard.
Therefore, BS EN
ISO 7817-1:2024 is
the standard to be
used to describe the
level of information
need according to
the UK BIM
Framework.
27 What are the No substantial Level of information

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 differences between changes were made need
BS EN ISO 7817-1 in BS EN ISO 7817-
and BS EN 17412- 1 compared with BS
1? EN 17412-1. The
few changes that
were made deal with
alignment with terms
and definitions,
alignment with BS
EN ISO 19650-4,
and minor updates
to the content of
informative annexes.

The relevant
updates in sections
and clauses of the
standard are as
follows:
• Foreword and
Introduction: now
the standard refers
to a global audience,
not just European.
• 3 Terms and
Definitions: minor
improvements have
been made to the
definitions of the
following terms
based on
suggestions from
the ISO group of
terminology experts:
3.10 geometry, 3.13
geometrical

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 information, 3.13
alphanumerical
information. The
new term 3.25
information
deliverable has been
added.
• Clause 6.2.1
General: the terms
“information
provider” and
“information
receiver” (from ISO
19650-4) have been
added.
• Clause 6.2.5
Appearance:
shading “attributes”
are now referred as
shading
“characteristics”.
• Clause 6.3.2
Identification: the
note has been
moved to a clause to
refer ISO 23387.
• Clause 7
Verification: A note
has been added to
reference the
verification criteria
included in ISO
19650-4.
• Annex A
(Informative): text
and figure have
been updated to

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 better explain the
relationship between
ISO 19650-1, ISO
29481-1 and ISO
7817-1.
• Annex B
(Informative): the
same scenario
included in BS EN
17412-1 has been
presented in a
different way to
improve readability.
The section
presents a single
scenario, shown in
two examples.
• Bibliography: ISO
19650-4 has been
added.

Finally, minor
editorial updates
have been included
to follow ISO
drafting rules.
28 Why has the number During the transfer Level of information
of the standard from European need
changed? standard (EN) to
international
standard (ISO), the
number had to be
changed because
there was already
an ISO 17412
standard, published
in 2007. Therefore,

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 the ISO secretariat
provided a new
number “7817” to be
used for level of
information need, of
which Part 1 has
now been published.

ISO 7817-1:2024
has now been re-
adopted and re-
published by CEN
as EN ISO 7817-
1:2024, and this has
been adopted and
published by BSI as
BS EN ISO 7817-
1:2024.
29 My project/my It is recommended Level of information
contract/my that you inform the need
appointment refers client and project
to BS EN 17412-1, team that the
what should I do? standard BS EN
17412-1 has been
withdrawn. Then for
sake of good order
to avoid referring to
withdrawn
standards, reference
to BS EN 17412-1
be replaced with BS
EN ISO 7817-1 in
the project
documentation. This
change should not
create extra costs

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 for you or the client
as the content of the
two standards has
not been materially
changed i.e. the
changes are minor
which should not
impact compliance
with the standards
(see FAQ above).

If for any reason the

reference cannot be
updated for your
current project, it is
suggested you
update the reference
to the latest
standards i.e. to BS
EN ISO 7817-1 for
documentation of
any new upcoming
projects. This is not
legal advice
however and you
should obtain
professional advice
before amending
any contract
documentation.
30 How should I See Guidance D of Level of information
implement BS EN the UK BIM need
ISO 7817-1 in my Framework for more
project/my information.
contract/my
appointment?
31 Are there other parts Yes, now Part 2 and Level of information

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 of ISO 7817 series Part 3 are under need
under development? development at
international level
(ISO) under
European (CEN)
lead. Part 2 will be a
technical
specification on
“Guidance for
application”, while
Part 3 will be a
standard on a
“Schema” to enable
a machine readable
definition of the level
of information need
framework.

PDF versions of the UK BIM Framework Guidance

PDF versions of the UK BIM Framework Guidance can be downloaded as follows:
 Open the Guidance document
 Click on document settings on the top right corner of the top toolbar
 Export Document to PDF

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Impact Metrics

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