Information Manager (BIM) · Build Digital Navigator

Persona and scenario

A Public Sector Information Manager responsible for establishing, implementing and overseeing information management processes within a public client organisation and across its capital projects. The person may be newly appointed to the organisation, an existing employee taking on information management responsibilities, or an externally appointed professional providing the service. The organisation is delivering several projects under the BIM Mandate across different departments, with varying levels of BIM experience, inconsistent information requirements and no standardised approach to managing project information. Existing projects rely on consultant-managed Common Data Environments (CDEs), with information transferred to the client at project completion but not consistently structured for future use.

The key challenge is developing a consistent and proportionate approach to information management that can be applied across different projects and departments. This includes establishing Organisational, Asset and Exchange Information Requirements (OIR, AIR and EIR), implementing appropriate CDE processes, defining information standards, naming conventions and classification codes, and supporting Project Coordinators in applying ISO 19650 requirements. The Information Manager must also establish suitable governance and assurance arrangements, review information delivered by consultants and contractors, and ensure information can be retained and used by the organisation beyond project completion.

On this project: the organisation is an Education and Training Board (ETB). Its flagship project under the BIM Mandate is a €14 million extension and refurbishment of a post-primary school, delivered under the CWMF with traditional procurement. The Information Manager supports the school's Project Coordinator, reviews the information delivered by the architect-led design team and the main contractor, and receives the asset information at handover.

This guidance applies to an Information Manager (BIM) operating on behalf of a public sector client (such as an Education and Training Board) transitioning capital projects onto Capital Works Management Framework (CWMF) BIM Mandate requirements under ISO 19650.

The scope focuses on establishing organisational and project information standards, embedding Exchange Information Requirements (EIR) in traditional CWMF works/services contracts, configuring client-governed CDE workflows, verifying model deliverables, and transferring asset information models (AIM) to operations for educational assets up to €14 million.

What success looks like

You can establish a consistent, proportionate approach to across the ETB's projects and departments, with information retained and usable after completion. You will know it is achieved when organisational, asset and are agreed and applied consistently; every project uses a process and the organisation keeps the information; information standards, naming conventions and classification are defined once and used everywhere; delivered information is reviewed against the requirements before acceptance, with assurance records kept; and Project Coordinators apply the requirements without specialist support. You act for the : you set the requirements and accept information, but the lead appointed party authorizes its task teams' information and owns the BIM execution plan and master information delivery plan, which you assess. Aim to reach this by 1 July 2027.

Case study (fictional)

Niamh and the School Extension: Information Management From Audit to Handover

A fictional case study: the person, organisation and results are illustrative.

Niamh joined Rathbeg Education and Training Board, a fictional public client, as its Information Manager (BIM). Her first task was an honest look at how the organisation handled information. She reviewed historical handover packages, the access terms of consultant-managed CDEs and the departmental file shares. Most information had arrived at completion in folders nobody could search. Her maturity assessment and RACI matrix, signed off by the departmental leads, set out the baseline and named who would carry the function across the board's capital projects, starting with the €14 million extension and refurbishment of a post-primary school.

Next, Niamh worked with estate management to write the organisational s and . She drew on the ETB Strategic Plan, school maintenance schedules, statutory compliance registers and Uniclass guidance, asking what the board actually needed to run and maintain its schools. For the school project she captured the and set each against the CWMF capital appraisal and approval gates. Estate management approved the OIR and AIR, giving her a stable base for the tender work that followed.

With the school's Project Coordinator and the procurement lead, Niamh confirmed the CWMF contract forms and embedded the 's in the tender documents for the design team and the main contractor. She added a Project Information Standard using the Irish National Annex naming tables, a tender information protocol, and scoring criteria for pre-appointment BEPs. During evaluation she helped the panel validate each bidder's information management capability, so that the quality of the proposed approach counted alongside price and programme.

After the architect-led design team was appointed, Niamh configured the client with status gates, metadata tags and role-based permissions, and tested the access rules with the Project Coordinator. She then assessed the BIM execution plan and the master information delivery plan, which belong to the lead appointed party, against the EIR and the milestone dates. Two delivery dates did not match the CWMF gates. The lead appointed party revised its MIDP, and Niamh recorded her acceptance on the sign-off form.

At each gateway, the lead appointed party authorized its task teams' containers and placed them in the shared state for acceptance. Niamh ran rule checks on the federated models and the contractor's COBie data against the . One submission failed: several containers had incorrect names and some plant items lacked maintenance properties. Rather than accepting it, she issued an information defect notice to the lead appointed party, which coordinated its task teams' corrections. The resubmitted containers passed validation, she closed out each non-conformance, and the gateway acceptance was registered on the CDE.

At substantial completion, Niamh verified the as-built models, COBie datasheets and compliance certificates, then coordinated the transfer of project s from PIM to AIM. The asset register import file loaded into the board's facilities management system, and the project CDE was archived with a lock. The result was modest but real: the school's facilities staff could find their asset records without asking the design team. Her lesson, written into the review report, was simple: agreeing the asset requirements early saved far more effort than correcting data at handover.

Open questions

Use these questions to judge whether the guidance fits your role and the work ahead.

1Does this persona apply to you?Review the title and description, and reflect on what you do now or want to do.
2Does the activity flow clarify what the person does?Review the stages and activities, then download a copy of the diagram and customise it to your requirements.
3Can this persona be improved?Share feedback with the sponsor of this persona, if one is named, so the guidance can continue to improve.

Activity flow diagram

Start / EndStageDecisionConditional path

Activity Flow Diagram AFD.gen.rbs-dr-irl-d-tw7ldtz3.V1.0. A draft provided as a template to change and customise as needed.

Explore the flow by stage

6 stages · 1 decision with 2 options

Choose a stage to see what each party does in it, the hand-offs between them and any decision that follows. A decision's options are listed under it. The hand-off numbers match the numbered arrows on the diagram.

Stage 1: Audit baseline ETB information management maturity

Information Manager (BIM)

Review existing consultant-managed CDE arrangements and documentation across ETB departments to establish baseline information practices under the CWMF BIM Mandate.

Responsible: Information Manager (BIM)

Who does what at this stage

Information Manager (BIM)
The role
Carries out stage 1
Audit baseline ETB information management maturity
Project Coordinator
A function the scenario names
No part in this stage.
Lead appointed party
ISO 19650 party
No part in this stage.
Contractor
ISO 19650 party
No part in this stage.

No part in this stage: Project Coordinator, Lead appointed party, Contractor.

Hand-offs at this stage

No hand-offs at this stage.

Checklist: 8 items See this stage's checklist in Checklists

Stage 3: Embed CWMF EIR into appointment documents

Information Manager (BIM)

Incorporate the Exchange Information Requirements and project information protocol into CWMF procurement documents, enforcing the Irish BIM Mandate milestones for design and works contracts over €5m and €10m.

Responsible: Information Manager (BIM)

Who does what at this stage

Information Manager (BIM)
The role
Carries out stage 3
Embed CWMF EIR into appointment documents
- Sends 1: Exchange Information Requirements and appointment protocol to Project Coordinator (issue)
Project Coordinator
A function the scenario names
- Receives 1: Exchange Information Requirements and appointment protocol from Information Manager (BIM) (issue)
Lead appointed party
ISO 19650 party
No part in this stage.
Contractor
ISO 19650 party
No part in this stage.

No part in this stage: Lead appointed party, Contractor.

Hand-offs at this stage

1Exchange Information Requirements and appointment protocol
From
Information Manager (BIM)
To
Project Coordinator
Hand-off
Issue

Hand-offs at stage 3: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
1	Information Manager (BIM)	Project Coordinator	Issue	Exchange Information Requirements and appointment protocol

Checklist: 8 items See this stage's checklist in Checklists

Stage 4: Configure client CDE and assess lead BEP

Information Manager (BIM)

Establish the client Common Data Environment workflow with role-based permissions and evaluate the Lead appointed party BIM Execution Plan and Master Information Delivery Plan.

Responsible: Information Manager (BIM)

Who does what at this stage

Information Manager (BIM)
The role
Carries out stage 4
Configure client CDE and assess lead BEP
- Receives 2: BIM Execution Plan and Master Information Delivery Plan from Lead appointed party (submit)
Project Coordinator
A function the scenario names
No part in this stage.
Lead appointed party
ISO 19650 party
- Sends 2: BIM Execution Plan and Master Information Delivery Plan to Information Manager (BIM) (submit)
Contractor
ISO 19650 party
No part in this stage.

No part in this stage: Project Coordinator, Contractor.

Hand-offs at this stage

2BIM Execution Plan and Master Information Delivery Plan
From
Lead appointed party
To
Information Manager (BIM)
Hand-off
Submit

Hand-offs at stage 4: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
2	Lead appointed party	Information Manager (BIM)	Submit	BIM Execution Plan and Master Information Delivery Plan

Checklist: 7 items See this stage's checklist in Checklists

Stage 5: Assure federated models and asset data

Information Manager (BIM)

Audit federated design models and contractor asset information against defined acceptance criteria, classification standards, and naming conventions.

Responsible: Information Manager (BIM)

Who does what at this stage

Information Manager (BIM)
The role
Carries out stage 5
Assure federated models and asset data
Then decides: Do the delivered federated models and asset datasets meet EIR acceptance criteria?
- Receives 3: Federated Information Model and design data containers from Lead appointed party (submit)
- Receives 4: As-built asset information and COBie deliverables from Contractor (submit)
Project Coordinator
A function the scenario names
No part in this stage.
Lead appointed party
ISO 19650 party
- Sends 3: Federated Information Model and design data containers to Information Manager (BIM) (submit)
Contractor
ISO 19650 party
- Sends 4: As-built asset information and COBie deliverables to Information Manager (BIM) (submit)

No part in this stage: Project Coordinator.

Hand-offs at this stage

3Federated Information Model and design data containers
From
Lead appointed party
To
Information Manager (BIM)
Hand-off
Submit
4As-built asset information and COBie deliverables
From
Contractor
To
Information Manager (BIM)
Hand-off
Submit

Hand-offs at stage 5: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
3	Lead appointed party	Information Manager (BIM)	Submit	Federated Information Model and design data containers
4	Contractor	Information Manager (BIM)	Submit	As-built asset information and COBie deliverables

Decision: Do the delivered federated models and asset datasets meet EIR acceptance criteria? See its options against the criteria in Decisions

Checklist: 6 items See this stage's checklist in Checklists

Option 5.1: Coordinate correction of non-compliant information containers

Information Manager (BIM) · an option of the decision after stage 5: Assure federated models and asset data

Issue corrective notices detailing metadata and geometric defects to the delivery team and verify resubmitted containers against the EIR.

Responsible: Information Manager (BIM)

Who does what at this stage

Information Manager (BIM)
The role
Carries out option 5.1
Coordinate correction of non-compliant information containers
- Sends 5: Non-conformance notice and required model revisions to Lead appointed party (reject)
Project Coordinator
A function the scenario names
No part in this stage.
Lead appointed party
ISO 19650 party
- Receives 5: Non-conformance notice and required model revisions from Information Manager (BIM) (reject)
Contractor
ISO 19650 party
No part in this stage.

No part in this stage: Project Coordinator, Contractor.

Hand-offs at this stage

5Non-conformance notice and required model revisions
From
Information Manager (BIM)
To
Lead appointed party
Hand-off
Reject, returns to stage 5: Assure federated models and asset data

Hand-offs at stage 5.1: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
5	Information Manager (BIM)	Lead appointed party	RejectReturns to stage 5: Assure federated models and asset data	Non-conformance notice and required model revisions

Checklist: 7 items See this stage's checklist in Checklists

Stage 6: Transfer verified AIM to post-primary school operations

Information Manager (BIM)

Facilitate transfer of verified Asset Information Model containers into ETB operational systems and document information management lessons learned.

Responsible: Information Manager (BIM)

Who does what at this stage

Information Manager (BIM)
The role
Carries out stage 6
Transfer verified AIM to post-primary school operations
- Sends 6: Verified Asset Information Model and assurance sign-off to Project Coordinator (issue)
Project Coordinator
A function the scenario names
- Receives 6: Verified Asset Information Model and assurance sign-off from Information Manager (BIM) (issue)
Lead appointed party
ISO 19650 party
No part in this stage.
Contractor
ISO 19650 party
No part in this stage.

No part in this stage: Lead appointed party, Contractor.

Hand-offs at this stage

6Verified Asset Information Model and assurance sign-off
From
Information Manager (BIM)
To
Project Coordinator
Hand-off
Issue

Hand-offs at stage 6: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
6	Information Manager (BIM)	Project Coordinator	Issue	Verified Asset Information Model and assurance sign-off

Checklist: 6 items See this stage's checklist in Checklists

Need this flow in your own tooling? Take an editable copy. It is a one way extract, so edits will not sync back to this report.

Download editable diagram

Practical guidance

6 stages · 1 decision with 2 options

Follow the activities in context, including responsibilities, information and the checks needed to complete the work.

Preparation

Before you start: Executive mandate confirming information management review
Access to historic school delivery records and current consultant agreements
Work with: Director of Organisation Support and Development
Project Coordinator
Estate/Facilities Maintenance Lead
External Design Consultants
Inputs: Historical handover packages
Active consultant-managed CDE access terms
Existing departmental file repositories

Action

Appoint individuals to undertake the function Open in full register Statement details

Review

Outputs: Client Information Management Maturity Assessment Report
Information Function RACI Matrix
Check completion: Baseline assessment of people, process, and tools signed off by departmental leads
Key capability shortfalls and legacy file storage risks recorded
Exceptions and decisions: Consultants withhold proprietary CDE configuration details
Historic asset documentation is missing or unindexed

Materials

Irish BIM Mandate Project Assessor Tool
Verify the mandatory BIM requirements applicable to the school extension project based on capital threshold.
Information Management Plan – Organisational
Structure organisational information management governance and templates before embarking on asset procurement.
Information Manager (BIM) Role Profiles
Define clear responsibilities and capabilities for client information management personnel and appointed parties.

Sources for this stage

The passages support appointing individuals to the information management function and recording who holds that responsibility, the first step in establishing the organisation's information management approach before any requirements are written.

At this stage the Information Manager works on the appointing party side. I.S. EN ISO 19650-2 and I.S. EN ISO 19650-3 both begin by appointing individuals to undertake the function, and the CEN/TR 17654 guidance shows how named responsibility is recorded, which supports the Information Function RACI Matrix. The Information Management Plan: Organisational structures the governance the audit tests, the Information Manager (BIM) Role Profiles describe the capabilities to look for, and the Irish BIM Mandate Project Assessor Tool confirms which requirements apply to the school project. The sources do not describe a maturity audit: reviewing consultant-managed CDEs, assessing people, process and tools, and departmental sign-off are this scenario's own method.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task…FprCENTR 17654, 6.2 Information management function
1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be…I.S. EN ISO 19650-3:2020, Key
#### 5.1.1 Appoint individuals to undertake the information management function The appointing party shall have regard to the effective management of information throughout the project and reflect the long-term asset information management strategy, as described in ISO 19650-1:2018, 5.3, by…ISO 19650-2 2018, 5 Information management process during the delivery phase of assets › 5.1 Information management process – Assessment and need

Preparation

Before you start: Completed maturity audit baseline
Approved asset operational management budget and facilities register structure
Work with: Estate/Facilities Maintenance Lead
School Principal/Board of Management Representative
Project Coordinator
Inputs: ETB Strategic Plan
School maintenance schedules and statutory compliance registers
Uniclass classification guidance

Action

Capture s and Open in full register Statement details
Document the organisational s and Open in full register Statement details
Appoint individuals to undertake the function Open in full register Statement details

Review

Outputs: Organisational Information Requirements (OIR)
Asset Information Requirements (AIR)
Project Information Requirements (PIR) for €14m school project
Check completion: OIR and AIR approved by estate management
Key decision points aligned to CWMF capital appraisal and approval gates
Exceptions and decisions: Existing facilities management system lacks capacity to ingest structured tabular asset parameters (e.g., COBie or IFC properties)

Materials

Information Management Plan – Organisational
Structure organisational information management governance and templates before embarking on asset procurement.
Process Workflows CWMF to ISO 19650-2
Map traditional CWMF project stages to ISO 19650-2 delivery activities and appointing party decision points.
Information Management Plan – Appointing Party
Author comprehensive appointing party requirements and information protocols for inclusion in the appointment documents.
Operational Phase of the Assets ISO 19650-3 Guide
Guide operational phase information requirements and handover procedures under ISO 19650-3.
Implementation of Uniclass in Irish Projects (CWMF)
Standardise classification tables across design elements and operational school assets under Irish public works.

Sources for this stage

The passages support defining organisational, asset and project information requirements as distinct sets, and show that these requirements later inform the exchange information requirements for each appointment.

The Information Management Plan: Organisational frames as the information needed to inform the appointing party's high-level strategic objectives, and I.S. EN ISO 19650-3 lists establishing organisational requirements and identifying the as early steps. The CEN/TR 17654 guidance confirms these feed the later exchange requirements, so OIR, AIR and PIR must be written to be reused. Process Workflows CWMF to ISO 19650-2 helps place s against CWMF stages, the Operational Phase of the Assets ISO 19650-3 Guide informs school operation needs, and Implementation of Uniclass in Irish Projects (CWMF) supports classification. Aligning decision points to CWMF capital appraisal gates and estate management approval goes beyond the passages, which state the requirements but not the Irish approval route.

The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations…FprCENTR 17654, 4 General › 4.2 Invitation to tender
| project information requirements | | | | | | |---|---|---|---|---|---| | 5.4 Project information requirements (PIR) | | | | | | | PIR explain the information needed to answer or inform high-level strategic objectives within the appointing party…InformationManagementPlan Organisational, Instruction › PIR
1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be…I.S. EN ISO 19650-3:2020, Key

Preparation

Before you start: Finalised PIR and AIR
Confirmation of CWMF contract form with the procurement lead (e.g., PW-CF1 / COE 1)
Work with: Procurement Officer
Project Coordinator
Legal/Contracts Advisor
Inputs: Irish BIM Mandate scope thresholds
Project Information Standard document
Irish National Annex file-naming tables

Action

Capture s and Open in full register Statement details
Specify the 's for each appointment Open in full register Statement details
Establish the standard and production procedures Open in full register Statement details
Validate supplier capability and execution proposals Open in full register Statement details

Review

Outputs: Appointing Party Exchange Information Requirements (EIR)
Tender Information Protocol
Pre-appointment BEP Evaluation Scoring Criteria
Check completion: EIR and information protocols included in tender invitation documents
Information deliverables mapped to CWMF procurement milestones
Exceptions and decisions: Tender timeline compressed, necessitating standard baseline EIR templates without bespoke operational parameter tailoring

Materials

Project Information Standard – File Naming
Enforce standardised file naming across all project participants in alignment with the Irish National Annex.
Irish BIM Mandate Project Assessor Tool
Verify the mandatory BIM requirements applicable to the school extension project based on capital threshold.
Process Workflows CWMF to ISO 19650-2
Map traditional CWMF project stages to ISO 19650-2 delivery activities and appointing party decision points.
Information Management Plan – Appointing Party
Author comprehensive appointing party requirements and information protocols for inclusion in the appointment documents.

Sources for this stage

The passages support specifying exchange information requirements for each lead appointed party appointment, setting the project information standard for tenderers to respond to, and checking how suppliers nominate their information management individuals.

The CEN/TR 17654 guidance states that the establishes for each lead appointed party appointment, drawing on OIR, AIR and PIR, which is what this stage puts into the tender. The CEN/TR 17654 EIR and BEP guidance manual adds that the appointing party may specify the project's information standard and the prospective lead appointed party responds to it. I.S. EN ISO 19650-3 shows that the prospective lead appointed party nominates its information management individuals, which the evaluation criteria test. Project Information Standard: File Naming, Process Workflows CWMF to ISO 19650-2, Information Management Plan: Appointing Party and the Irish BIM Mandate Project Assessor Tool support drafting. The passages do not set the mandate thresholds or CWMF contract forms: confirm these through the assessor tool and the procurement lead.

The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations…FprCENTR 17654, 4 General › 4.2 Invitation to tender
The appointing party may have specified the project's information standard. For more information refer to 5.4.2 of this guidance. The prospective lead appointed party has to communicate their response to the requirements. They can accept or reject the use of…CEN/TR 17654:2021 - EIR/BEP implementation guidance, 6.7 Project's information standard
The prospective lead appointed party shall nominate individuals from within its organization to undertake the information management function on behalf of its delivery team. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or a third party…I.S. EN ISO 19650-3:2020, 5.3.1 Nominate individuals to undertake the information management function

Preparation

Before you start: Contract award to lead design team or contractor
Enterprise CDE licence allocation
Work with: Lead Appointed Party Information Manager
Project Coordinator
Client IT/Security Administrator
Inputs: Pre-appointment BEP and tender submission
Post-appointment BEP from the lead appointed party
Master Information Delivery Plan (MIDP)
CDE configuration protocol

Action

Establish the project workflow and access permissions Open in full register Statement details
Provide assurance regarding adherence to es Open in full register Statement details
Validate supplier capability and execution proposals Open in full register Statement details

Review

Outputs: Configured Client CDE with ISO 19650 status gates and metadata tags
BEP and MIDP review record
Check completion: Client CDE operational with functional access rules and approval workflows
Lead BEP and MIDP reviewed against the client EIR and milestone dates, with any comments returned to the lead appointed party
Exceptions and decisions: Delivery team proposes alternate third-party CDE platform; interoperability and data ownership covenants required

Materials

Process Workflows CWMF to ISO 19650-2
Map traditional CWMF project stages to ISO 19650-2 delivery activities and appointing party decision points.
Technology Evaluation Methodology
Provide structured criteria for selecting and testing Common Data Environment platforms against ISO 19650 standards.

Sources for this stage

The passages support the client information manager's assurance role and place the detailed responsibility matrix, which underpins the delivery plans, with the lead appointed party, within ISO 19650 as adopted into the CWMF.

I.S. EN ISO 19650-3 places the detailed responsibility matrix, and so the content behind the BIM execution plan and master information delivery plan, with the lead appointed party: the Information Manager assesses these plans against the EIR and milestone dates and does not author them. The TII BIM for Infrastructure Implementation Guidelines describe the client information manager's duties and confirm ISO 19650 adoption into the CWMF, supporting assurance of es. Process Workflows CWMF to ISO 19650-2 places the assessment after contract award, and the Technology Evaluation Methodology gives criteria for testing the platform. The passages do not cover CDE configuration itself: status gates, metadata tags and role-based permissions come from the stage's own configuration protocol.

OGP BIM mandate set out to require organisations to meet the standards of the ISO 19650 series, and these standards are used on an international basis. The ISO 19650 series were identified to be adopted into the CWMF on a…TII BIM for Infrastructure Implementation Guidelines (GE-BIM-00101-01), Production › 2.5 Project Specific Initiatives › 3.5 Use of Standards and Protocols
The lead appointed party shall establish a detailed responsibility matrix, to confirm the information to be produced, when the information is to be exchanged with whom, and which task team is responsible for its production. In doing this, the lead…I.S. EN ISO 19650-3:2020, 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.2 Establish the delivery team's detailed responsibility matrix
- Capturing the Appointing Party's key decision points and Project Information Requirements (PIR), Organisational Information Requirements and Asset Information Requirements (AIR) - Documenting and validating the Information requirements within the Appointing Party Exchange Information Requirements (EIR) - Responsible for appointing…TII BIM for Infrastructure Implementation Guidelines (GE-BIM-00101-01), 9. IM Dimensions: 4D, 5D, Carbon and H&S › B.1 Information Management Roles and Responsibilities › B.1.1 Employer/Client Information Manager (Appointing Party)

Preparation

Before you start: Information containers authorized by the lead appointed party and submitted in the CDE shared state for the appointing party's acceptance
Approved model audit rule-sets
Work with: Design Team Lead
Main Contractor BIM Coordinator
Project Coordinator
Inputs: Federated IFC and native design models
COBie/Asset attribute datasets
Irish National Annex naming convention validation report

Action

Review the against defined Open in full register Statement details
Provide assurance regarding adherence to es Open in full register Statement details

Review

Outputs: Information Model Compliance Audit Report
Gateway Quality Assurance Certificate
Check completion: Automated rule-checks confirm classification compliance, conformance with the level of information need, and property attribution
Formal gateway acceptance registered on the CDE
Exceptions and decisions: Systemic non-conformance detected requiring formal defect rejection and schedule adjustments

Do the delivered federated models and asset datasets meet EIR acceptance criteria?

Deliverables meet all EIR acceptance criteria.
Rejoin stage 6: Transfer verified AIM to post-primary school operations
Information deliverables require corrective revisions.
Coordinate correction of non-compliant information containers. Issue corrective notices detailing metadata and geometric defects to the delivery team and verify resubmitted containers against the EIR.
Rejoin stage 6: Transfer verified AIM to post-primary school operations

Materials

Project Information Standard – File Naming
Enforce standardised file naming across all project participants in alignment with the Irish National Annex.
Implementation of Uniclass in Irish Projects (CWMF)
Standardise classification tables across design elements and operational school assets under Irish public works.

Sources for this stage

The passages support the appointing party reviewing the authorized information model against the project's production methods, procedures and MIDP deliverables, and place validating requirements with the client information manager.

Here the Information Manager acts for the appointing party. The federated information model is reviewed only after the lead appointed party has authorized the containers and shared them in the CDE. ISO 19650-2 says the appointing party reviews the in line with the project's information production methods and procedures, considering the deliverables in the master information delivery plan. The TII BIM for Infrastructure Implementation Guidelines give the client information manager the job of documenting and validating requirements within the EIR. Project Information Standard: File Naming and Implementation of Uniclass in Irish Projects (CWMF) supply the naming and classification checks. The sources do not describe automated rule-checks, COBie or IFC audits, or the Gateway Quality Assurance Certificate: these are the stage's own practice for CWMF gateways.

The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; -…ISO 19650-2 2018, 5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
- Capturing the Appointing Party's key decision points and Project Information Requirements (PIR), Organisational Information Requirements and Asset Information Requirements (AIR) - Documenting and validating the Information requirements within the Appointing Party Exchange Information Requirements (EIR) - Responsible for appointing…TII BIM for Infrastructure Implementation Guidelines (GE-BIM-00101-01), 9. IM Dimensions: 4D, 5D, Carbon and H&S › B.1 Information Management Roles and Responsibilities › B.1.1 Employer/Client Information Manager (Appointing Party)

Preparation

Before you start: Substantial completion of school construction works
As-built asset verification and statutory safety file acceptance
Work with: Main Contractor
Estate/Facilities Maintenance Lead
Project Coordinator
Inputs: Verified as-built BIM models and COBie datasheets
Operations and maintenance manuals
Statutory compliance certificates

Action

Provide assurance regarding adherence to es Open in full register Statement details
Coordinate the transfer of project s from the (PIM) to the (AIM) Open in full register Statement details

Review

Outputs: Handover Asset Information Model (AIM) data package
CAFM/Asset Register Import File
Post-Project Information Management Review Report
Check completion: Verified asset records ingested into client facilities management register
Formal close-out of project CDE information containers with archive lock
Exceptions and decisions: Discrepancies identified between installed plant nameplates and model asset attributes during physical site inspection

Materials

Operational Phase of the Assets ISO 19650-3 Guide
Guide operational phase information requirements and handover procedures under ISO 19650-3.

Sources for this stage

The passages support applying information management across the whole asset life cycle, and the operational activities that receive handover information: organizational and asset information requirements, assets to be managed and foreseeable trigger events.

ISO 19650-1 says information management should apply across the whole life cycle of the asset. That is why handover is planned by the client rather than left to consultants. ISO 19650-3 lists the operational activities this stage feeds: establishing organizational information requirements, identifying the assets to be managed and their , and identifying foreseeable trigger events. The Operational Phase of the Assets ISO 19650-3 Guide supports the handover procedures. The Information Manager coordinates the transfer of verified s from the PIM to the AIM so that the ETB retains usable information after completion. The sources do not cover the CAFM import file, archive locking of the project CDE or the lessons learned review: these come from the stage itself.

Information management is distinct from information production and delivery, but is closely linked to them. Information management should be applied during the whole life cycle of the asset. Information management functions should be assigned to the most appropriate organizations (appointing…I.S. EN ISO 19650-1:2018, 6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series”
1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be…I.S. EN ISO 19650-3:2020, Key

The scenario stages, with each stage's responsibility.
#	Stage	Summary	Responsible
1	Audit baseline ETB information management maturity	Review existing consultant-managed CDE arrangements and documentation across ETB departments to establish baseline information practices under the CWMF BIM Mandate.	Information Manager (BIM)
2	Establish ETB OIR, AIR, and PIR framework	Define standard Organisational and Asset Information Requirements alongside Project Information Requirements for the €14m post-primary school refurbishment.	Information Manager (BIM)
3	Embed CWMF EIR into appointment documents	Incorporate the Exchange Information Requirements and project information protocol into CWMF procurement documents, enforcing the Irish BIM Mandate milestones for design and works contracts over €5m and €10m.	Information Manager (BIM)
4	Configure client CDE and assess lead BEP	Establish the client Common Data Environment workflow with role-based permissions and evaluate the Lead appointed party BIM Execution Plan and Master Information Delivery Plan.	Information Manager (BIM)
5	Assure federated models and asset data	Audit federated design models and contractor asset information against defined acceptance criteria, classification standards, and naming conventions.	Information Manager (BIM)
6	Transfer verified AIM to post-primary school operations	Facilitate transfer of verified Asset Information Model containers into ETB operational systems and document information management lessons learned.	Information Manager (BIM)

Checklists

50 items across 7 stages

Every stage's checklist, in the order of the flow.

Decisions

Each decision in the flow: its options against the criteria, with the marks and their reasons, each option's consequences and where it leads. Marks are not scores, and they are not added up or ranked.

Decision: Do the delivered federated models and asset datasets meet EIR acceptance criteria?

After stage 5: Assure federated models and asset data. One option applies. Marks show how well each option meets a criterion. They are not scores, and they are not added up or ranked.

Each option against each criterion, with its mark and the reason for it.
Criterion	Option ADeliverables meet all EIR acceptance criteria	Option 5.1Information deliverables require corrective revisions
EIR and acceptance criteria complianceDoes the delivered information model satisfy all defined acceptance criteria in the appointing party EIR? Evidence: E1 Review the information model against defined acceptance criteria Review the information model against defined acceptance criteria · Action Statement · Verified The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model See the full evidence entry	Strong All defined acceptance criteria and levels of information need are fully achieved Evidence: E1 Review the information model against defined acceptance criteria Review the information model against defined acceptance criteria · Action Statement · Verified The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model See the full evidence entry	Weak Deliverables fail specific EIR acceptance criteria or level of information need requirements Evidence: E1 Review the information model against defined acceptance criteria Review the information model against defined acceptance criteria · Action Statement · Verified The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model See the full evidence entry
MIDP deliverable completenessAre all required information deliverables listed in the master information delivery plan provided? Evidence: E1 Review the information model against defined acceptance criteria Review the information model against defined acceptance criteria · Action Statement · Verified The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model See the full evidence entry	Strong All deliverables scheduled within the master information delivery plan are included Evidence: E1 Review the information model against defined acceptance criteria Review the information model against defined acceptance criteria · Action Statement · Verified The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model See the full evidence entry	Depends Deliverables may be incomplete or misaligned with MIDP schedule milestones Evidence: E1 Review the information model against defined acceptance criteria Review the information model against defined acceptance criteria · Action Statement · Verified The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model See the full evidence entry
Data format and schema conformanceDo the information containers adhere to the agreed exchange schema and data formats?	Strong Container formats conform strictly to agreed project information standards	Depends Data format deviations or schema mismatches may prevent acceptance

Option A
Deliverables meet all EIR acceptance criteria
Rejoins at stage 6: Transfer verified AIM to post-primary school operations.
EIR and acceptance criteria compliance
StrongAll defined acceptance criteria and levels of information need are fully achieved
Evidence: E1 Review the information model against defined acceptance criteria
Review the information model against defined acceptance criteria · Action Statement · Verified
The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
See the full evidence entry
MIDP deliverable completeness
StrongAll deliverables scheduled within the master information delivery plan are included
Evidence: E1 Review the information model against defined acceptance criteria
Review the information model against defined acceptance criteria · Action Statement · Verified
The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
See the full evidence entry
Data format and schema conformance
StrongContainer formats conform strictly to agreed project information standards
Consequences
- The appointing party accepts the information model as an authorized deliverable within the common data environment
  Evidence: E1 Review the information model against defined acceptance criteria
  - Review the information model against defined acceptance criteria · Action Statement · Verified
    The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
    See the full evidence entry
- The verified information containers can be progressed towards incorporation into the Asset Information Model
Evidence: E1 Review the information model against defined acceptance criteria
- Review the information model against defined acceptance criteria · Action Statement · Verified
  The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
  See the full evidence entry
Option 5.1
Information deliverables require corrective revisions
- Option 5.1: Coordinate correction of non-compliant information containers
Rejoins at stage 6: Transfer verified AIM to post-primary school operations.
EIR and acceptance criteria compliance
WeakDeliverables fail specific EIR acceptance criteria or level of information need requirements
Evidence: E1 Review the information model against defined acceptance criteria
Review the information model against defined acceptance criteria · Action Statement · Verified
The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
See the full evidence entry
MIDP deliverable completeness
DependsDeliverables may be incomplete or misaligned with MIDP schedule milestones
Evidence: E1 Review the information model against defined acceptance criteria
Review the information model against defined acceptance criteria · Action Statement · Verified
The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
See the full evidence entry
Data format and schema conformance
DependsData format deviations or schema mismatches may prevent acceptance
Consequences
- The entire information model is rejected to prevent coordination issues resulting from partial acceptance
  Evidence: E1 Review the information model against defined acceptance criteria
  - Review the information model against defined acceptance criteria · Action Statement · Verified
    The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
    See the full evidence entry
- The lead appointed party is instructed to amend non-compliant information containers and re-submit for review
  Evidence: E1 Review the information model against defined acceptance criteria
  - Review the information model against defined acceptance criteria · Action Statement · Verified
    The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
    See the full evidence entry
Evidence: E1 Review the information model against defined acceptance criteria
- Review the information model against defined acceptance criteria · Action Statement · Verified
  The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model
  See the full evidence entry

Uses and Statements

Read what each Information Use, artefact or tool is for, then the actions associated with it.

Open a card to read its actions, and statement details when you need more context.

1 Action Statements
Actions
Establish the project workflow and access permissions Open in full register Statement details
1 Action Statements
Actions
Appoint individuals to undertake the function Open in full register Statement details
1 Action Statements
Actions
Establish the standard and production procedures Open in full register Statement details
1 Action Statements
Actions
Capture s and Open in full register Statement details
2 Action Statements
Actions
Specify the 's for each appointment Open in full register Statement details
Validate supplier capability and execution proposals Open in full register Statement details
1 Action Statements
Actions
Document the organisational s and Open in full register Statement details
1 Action Statements
Actions
Provide assurance regarding adherence to es Open in full register Statement details
1 Action Statements
Actions
Coordinate the transfer of project s from the (PIM) to the (AIM) Open in full register Statement details
1 Action Statements
Actions
Review the against defined Open in full register Statement details

Earlier selections

These items were recorded in an earlier selection. Their current relationships are unconfirmed; identity is not inferred from wording or position.

Document · Primary
Document · Primary
Document · Primary
Document · Primary
Data · Primary
Document · Supporting
Document · Supporting
Document · Supporting
Document · Supporting
Data · Supporting
Model · Primary
Model · Primary

Learning Units

Use these proposed learning briefs to practise the activities and identify work you could demonstrate. They do not confer certification or establish competence on their own.

Performance evidence below means work a learner would produce or demonstrate. The source references elsewhere in this record support the guidance itself.

Equip practitioners to formulate practical Organisational, Asset, and Project Information Requirements aligned with Irish public sector procurement.

Practise through these workflow stages

Audit baseline ETB information management maturity Establish ETB OIR, AIR, and PIR framework

Intended learners

Public Sector Information Managers
Client Project Coordinators
Estate Managers

Prerequisites

Foundational knowledge of ISO 19650-1 principles and public sector capital asset lifecycles

Learning outcomes

Draft a structured OIR reflecting school operational and statutory compliance needs.
Synthesise facilities maintenance tasks into a machine-readable AIR using Uniclass classification.
Formulate milestone-driven Project Information Requirements mapped to CWMF capital decision points.

Suggested exercises

Convert an existing post-primary school preventive maintenance plan into structured AIR parameters.
Produce a PIR decision matrix aligning school handover checks with the CWMF review points that cover completion and handover.

Performance evidence

A completed OIR/AIR requirements workbook linking school building systems to specific maintenance fields.

Assessment considerations

Demonstrates complete alignment between organizational operational drivers and asset data requests.
Classifies all equipment items correctly according to standard conventions without ambiguity.

Supporting knowledge

Hierarchy of ISO 19650 requirements (OIR to AIR/PIR to EIR)
Uniclass classification structure and property tables
CWMF capital delivery stages and statutory approval milestones

Supporting materials

Information Management Plan – Organisational: Structure organisational information management governance and templates before embarking on asset procurement.
Process Workflows CWMF to ISO 19650-2: Map traditional CWMF project stages to ISO 19650-2 delivery activities and appointing party decision points.
Operational Phase of the Assets ISO 19650-3 Guide: Guide operational phase information requirements and handover procedures under ISO 19650-3.
Implementation of Uniclass in Irish Projects (CWMF): Standardise classification tables across design elements and operational school assets under Irish public works.

Delivery: Utilise case study workshops with realistic school operational asset registers and facility maintenance scenarios. Indicative duration: 240 minutes; adjust to your learning needs.

Use this learning with

Project Information Requirements (PIR)
Organisational Information Requirements (OIR)

Enable information managers to integrate exchange requirements into CWMF procurement documents and evaluate supplier bids.

Practise through these workflow stages

Embed CWMF EIR into appointment documents Configure client CDE and assess lead BEP

Intended learners

Information Managers
Procurement Leads
Project Coordinators

Prerequisites

LU-etb-framework-strategy or experience in drafting EIRs and procurement specifications

Learning outcomes

Compile an Appointing Party EIR conforming to CWMF capital thresholds and ISO 19650-2.
Specify project information standards including Irish National Annex file-naming conventions.
Evaluate pre-appointment BEPs and supplier capability submissions using objective criteria.

Suggested exercises

Draft an EIR section defining Level of Information Need and container delivery milestones for a €14m school.
Score two sample tender BEP submissions against defined project evaluation criteria.

Performance evidence

Completed EIR appendix ready for inclusion in CWMF tender package and an evaluation scoring sheet of a tender BEP.

Assessment considerations

Identifies all applicable CWMF and BIM Mandate requirements, and any statutory requirements, accurately.
Justifies scoring discrepancies in tenderer capability proposals with direct standard references.

Supporting knowledge

Irish BIM Mandate adoption timeline phases and the dates from which each capital value threshold applies
Irish National Annex to ISO 19650-2 syntax rules
CWMF contract conditions and BIM protocols

Supporting materials

Project Information Standard – File Naming: Enforce standardised file naming across all project participants in alignment with the Irish National Annex.
Irish BIM Mandate Project Assessor Tool: Verify the mandatory BIM requirements applicable to the school extension project based on capital threshold.
Process Workflows CWMF to ISO 19650-2: Map traditional CWMF project stages to ISO 19650-2 delivery activities and appointing party decision points.
Information Management Plan – Appointing Party: Author comprehensive appointing party requirements and information protocols for inclusion in the appointment documents.

Delivery: Incorporate group review of actual anonymised tender BEPs to highlight common procurement pitfalls. Indicative duration: 210 minutes; adjust to your learning needs.

Provide competencies to govern CDE workflows, conduct technical audits on federated models, and coordinate resolution of defect notices.

Practise through these workflow stages

Configure client CDE and assess lead BEP Assure federated models and asset dataremedy-model-non-conformance (not available in this issue)

Intended learners

Information Managers
BIM Coordinators
Technical Client Representatives

Prerequisites

Basic competence in reading IFC schemas and navigating model viewing/federation tools

Learning outcomes

Configure CDE metadata fields, status codes, and access permissions in line with ISO 19650.
Execute automated and visual quality checks on federated models against the project information standard.
Issue actionable non-conformance reports and verify container resubmissions.

Suggested exercises

Set up folder structures and metadata rules for a client CDE instance.
Perform a quality audit on a defective IFC model dataset and formulate a non-conformance notice detailing errors.

Performance evidence

Audit log generated from an automated rule check alongside a signed non-conformance close-out report.

Assessment considerations

Correctly identifies metadata, geometry, and classification non-conformances.
Validates that only compliant information containers submitted in the shared state are accepted by the appointing party, and that non-compliant ones are rejected with reasons.

Supporting knowledge

CDE transitions (WIP, Shared, Published, Archive) and revision numbering rules
Model checking tools, clash detection, and rule-based attribute validation
Corrective action cycles and quality governance

Supporting materials

Project Information Standard – File Naming: Enforce standardised file naming across all project participants in alignment with the Irish National Annex.
Implementation of Uniclass in Irish Projects (CWMF): Standardise classification tables across design elements and operational school assets under Irish public works.
Technology Evaluation Methodology: Provide structured criteria for selecting and testing Common Data Environment platforms against ISO 19650 standards.

Delivery: Hands-on software lab featuring sample model containers with embedded syntax and classification errors. Indicative duration: 300 minutes; adjust to your learning needs.

Use this learning with

Common Data Environment (CDE) solution and workflow
Information production methods and procedures
Federated Information Model

Train practitioners to manage the validation, extraction, and migration of verified project information models into operational facilities management systems.

Practise through these workflow stages

Transfer verified AIM to post-primary school operations

Build Digital materials

Open these Build Digital materials for templates, guidance and supporting resources. Check the publisher's current version before using a document.

Project Information Standard – File Naming

Standard · XLSX

This project information standard provides spreadsheet templates and guidance for naming project information in accordance with the Irish National Annex to ISO 19650-2. The support includes the core file-naming workbook, a hyperlink checker, a presentation and a demonstration.

Inside this support 1 resource

Project Information Standard – File NamingXLSX

Irish BIM Mandate Project Assessor Tool

Tool · XLSX

Form for assessing the applicability of Irish BIM mandate requirements to a project.

Information Management Plan – Organisational

Plan · XLSX

This organisational information-management plan provides client templates for use before starting the delivery of an asset. It supports the Employer, Client or Sanctioning Authority in preparing information-management requirements in line with ISO 19650.

Inside this support 1 resource

Information Management Plan – OrganisationalXLSX

Process Workflows CWMF to ISO 19650-2

Workflow · PDF

This support presents the CWMF-to-ISO 19650-2 process workflows, including the Stage (i) feasibility study and preliminary report workflow. It is published as a single PDF support for information-management activities across appointing and appointed parties.

Inside this support 1 resource

Process Workflows CWMF to ISO 19650-2PDF

Information Management Plan – Appointing Party

Plan · XLSX

Editable appointing-party workbook covering requirements, responsibilities, mobilisation and delivery planning.

Operational Phase of the Assets ISO 19650-3 Guide

Guide · PDF

Information management requirements for the operational phase of assets.

Information Manager (BIM) Role Profiles

Report · PDF

This report defines Information Manager (BIM) role profiles for the Irish built-environment sector. It supports the development of the digital capability needed for more transparent, consistent and long-term infrastructure delivery.

Inside this support 1 resource

Information Manager (BIM) Role ProfilesPDF

Implementation of Uniclass in Irish Projects (CWMF)

Guide · PDF

Guidance for applying Uniclass within Irish BIM mandate and project-delivery requirements.

Technology Evaluation Methodology

Protocol · XLSX

This technology evaluation method provides a structured and transparent approach for assessing digital tools that support Information Management and Building Information Modelling (BIM). It establishes consistent criteria for evaluating functionality, interoperability, usability, compliance with standards such as ISO 19650, and alignment with organisational needs. The method supports objective comparison, informed decision-making, and proportionate investment, ensuring that technology acts as an enabler of defined processes rather than a driver in itself. Overall, it helps organisations select and implement technology solutions that are fit for purpose, scalable, and supportive of long-term Information Management / BIM adoption and continuous improvement.

Inside this support 1 resource

BIM Technology Evaluation MethodologyXLSX

Sources and how they apply

These materials support the guidance in this Record. Each entry explains how the material applies to the role, quoting short passages from it.

Build Digital / Irish Government / HEI consortium. (2021). FprCENTR 17654 [pdf].
FprCENTR 17654 is a 2021 draft European technical report, made available through Build Digital, that gives practical guidance on running the ISO 19650 process. Clause 6.2 explains what the appointing party should learn about who manages information: The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task… For the ETB, this supports stage 1, where the Information Manager confirms who carries the function, and stage 3, where tenderers' responses are checked. Clause 4.2 anchors the tender work: The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations… This is why the stages run in order: the OIR, AIR and PIR from stage 2 must exist before the EIR is written into the CWMF tender documents for the design team and the main contractor. The remain the appointing party's own document, set by the ETB and not by its consultants.
NSAI / ISO / CEN. (2018). I.S. EN ISO 19650-1:2018 [pdf].
I.S. EN ISO 19650-1:2018 is the Irish adoption of the concepts and principles part of the ISO 19650 series. Its summary of general principles makes a distinction this role depends on: Information management is distinct from information production and delivery, but is closely linked to them. Information management should be applied during the whole life cycle of the asset. Information management functions should be assigned to the most appropriate organizations (appointing… For the ETB, this explains why the Information Manager manages information without producing it: the architect-led design team and the main contractor produce the information, while the Information Manager sets requirements, checks what is delivered and protects the organisation's interest. The principle of applying across the whole life cycle supports the scenario's central concern, that information handed over at completion is structured for future use. Stages 2 and 6 are built to achieve exactly that, from the asset requirements at the start to the transfer into school operations at the end.
Standards Body. (2018). ISO 19650-2 2018 [pdf].
ISO 19650-2:2018 sets out the information management process during the delivery phase of assets. Clause 5.1.1 opens the process with the appointing party's own duties: #### 5.1.1 Appoint individuals to undertake the information management function The appointing party shall have regard to the effective management of information throughout the project and reflect the long-term asset information management strategy, as described in ISO 19650-1:2018, 5.3, by… This underpins stage 1, where the ETB names who will carry the function and links project work to a long-term asset information strategy. Clause 5.7.4 governs stages 5 and 5.1: The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; -… The Information Manager therefore reviews containers that the lead appointed party has already authorized and submitted, checks them against the master information delivery plan and the , and either accepts them or returns them for correction. Acceptance is the appointing party's decision, and it is recorded on the CDE with the assurance evidence kept.
Build Digital / Irish Government / HEI consortium. (date not recorded). InformationManagementPlan Organisational [xlsx].
The Organisational Information Management Plan is a Build Digital spreadsheet template that helps an Irish public body set out its information requirements in a consistent structure. Its instruction sheet for project information requirements defines their purpose: | project information requirements | | | | | | |---|---|---|---|---|---| | 5.4 Project information requirements (PIR) | | | | | | | PIR explain the information needed to answer or inform high-level strategic objectives within the appointing party… In stage 2 the Information Manager uses this structure to write the for the €14 million school project and to capture the s, aligned with the CWMF capital appraisal and approval gates. Because the template is organisational rather than project specific, other ETB departments can reuse the same structure. That supports two acceptance criteria: requirements applied consistently across departments, and Project Coordinators applying them without specialist support.
Build Digital / Irish Government / HEI consortium. (2026). InformationManagementPlan AppointingParty [xlsx].
The Appointing Party Information Management Plan is a Build Digital spreadsheet template for the client's own project information management documents. Its supporting information sheet lists the industry standards the plan relies on, beginning with: | Applicable Industry standards | Titles | Version | Clause/Sections | | I.S. ISO 19650-1 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management using building information modelling: Concepts and… That reference list matters in two places. In stage 2 it gives the ETB's organisational information requirements a recognised basis in the ISO 19650 concepts. In stage 3 it gives the standard a stated source, so the naming, classification and production methods written into CWMF tender packages point to the same versions and clauses on every project. This is how the organisation meets the criterion that standards are defined once and used on every project, rather than rewritten by each consultant.
Transport Infrastructure Ireland (TII). (2026). TII BIM for Infrastructure Implementation Guidelines (GE-BIM-00101-01) [pdf].
These guidelines from Transport Infrastructure Ireland explain how ISO 19650 is applied on Irish public infrastructure. Although written for transport schemes, they describe the national context that also governs the ETB's school projects. The guidance records that the OGP BIM mandate set out to require organisations to meet the standards of the ISO 19650 series, and these standards are used on an international basis. The ISO 19650 series were identified to be adopted into the CWMF on a… That background explains why the €14 million school follows the same CWMF approach. Its description of the Employer/Client Information Manager reads almost as an outline of this role, listing duties such as - Capturing the Appointing Party's key decision points and Project Information Requirements (PIR), Organisational Information Requirements and Asset Information Requirements (AIR) - Documenting and validating the Information requirements within the Appointing Party Exchange Information Requirements (EIR) - Responsible for appointing… For the Information Manager, this supports stages 2 and 3: requirements are captured once at organisational level, carried into each appointment's , and assurance over the process stays on the client side.
NSAI / ISO / CEN. (date not recorded). I.S. EN ISO 19650-3:2020 [pdf].
I.S. EN ISO 19650-3:2020 is the Irish adoption of the part of ISO 19650 that deals with the operational phase of assets. It frames this role's organisational work: its process begins with steps such as 1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be… These match the maturity audit in stage 1 and the OIR and AIR framework in stage 2. The standard also places duties on the appointed side: The prospective lead appointed party shall nominate individuals from within its organization to undertake the information management function on behalf of its delivery team. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or a third party… Likewise, The lead appointed party shall establish a detailed responsibility matrix, to confirm the information to be produced, when the information is to be exchanged with whom, and which task team is responsible for its production. In doing this, the lead… These are duties of the lead appointed party, not of the client. The Information Manager's task in stages 3 and 4 is to check that the BIM execution plan, responsibility matrix and delivery plan meet the client's requirements, and in stage 6 to receive the resulting asset information.
CEN. (2021). CEN/TR 17654:2021 - EIR/BEP implementation guidance [pdf].
CEN/TR 17654:2021 is European guidance on preparing and responding to them with a BIM execution plan. On the project's information standard, it describes the exchange between the two sides: The appointing party may have specified the project's information standard. For more information refer to 5.4.2 of this guidance. The prospective lead appointed party has to communicate their response to the requirements. They can accept or reject the use of… For the Information Manager, this means the information standard, naming conventions and classification defined in stage 3 must be clear enough to receive a tender response, because the prospective lead appointed party will state what it accepts or rejects. That response then forms part of the pre-appointment BEP evaluation in stage 3 and the assessment of the appointed BEP in stage 4.
Build Digital / Irish Government / HEI consortium. (2024). ProcessWorkflows CWMF to ISO 19650-2 [pdf].
This Build Digital resource maps the stages of the Capital Works Management Framework to the ISO 19650-2 delivery process for Irish public projects. Its summary graphic is described as follows: *This diagram displays a bar chart with five columns of increasing height, representing the progression of CWMF stages 1-5 in relation to ISO19650.* www.builddigitalproject.ie April 2024 This report was produced under Project Ireland 2040 and the work of the CSG… The value for this role is the alignment it shows: each CWMF stage corresponds to information management activities. The Information Manager can use it to align s with CWMF approval gates in stage 2, and to map information deliverables to procurement milestones in stage 3. It also helps Project Coordinators see where ISO 19650 tasks fall within the familiar CWMF sequence.

Passages checked on 28/10/2026.

Only short attributed extracts are quoted. Follow the material links to read the full context and the publisher's terms.

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Does the mandate apply?

Ireland – CWMF / Public Works. Applies

As the appointing party (client), you carry the CWMF BIM requirements into the appointments your organisation's public works projects make, from each milestone's date. In force at 28/10/2026: design team (lead appointed / appointed parties), over €5m from 01/07/2026; contractors & supply chain, over €10m from 01/01/2026. Every appointment is covered: design team (lead appointed / appointed parties) from 01/07/2027; contractors & supply chain from 01/01/2028.

Source: CWMF – Public Sector BIM Adoption Timeline. https://cwmf.gov.ie/en/resources/bim/public-sector-bim-adoption-timeline/

Source references supporting the guidance

Read the sources supporting this workflow. These source references are distinct from the performance evidence suggested in Learning Units.

Verified 27Suggested 2

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Showing 29 of 29 items

Role

VerifiedInformation Manager (BIM)Role

Establishing, implementing and overseeing information management processes within a public client organisation and across its capital projects

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Scenario detail

VerifiedTriggerScenario detail

taking on information management responsibility for a public client delivering several projects under the BIM Mandate

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedPurposeScenario detail

a consistent, proportionate approach to information management across projects and departments, with information the organisation can use after completion

Evidence approved – the supporting source material has been reviewed.

Information management is distinct from information production and delivery, but is closely linked to them. Information management should be applied during the whole life cycle of the asset. Information management functions should be assigned to the most appropriate organizations (appointing party, appointed parties, lead appointed parties) and should not necessarily require appointment of new organizations. The quantity of information being managed generally increases both during the delivery p

6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series” · iso-global-i-s-en-iso-19650-1-2018

VerifiedActionScenario detail

establish

Evidence approved – the supporting source material has been reviewed.

#### 5.1.1 Appoint individuals to undertake the information management function The appointing party shall have regard to the effective management of information throughout the project and reflect the long-term asset information management strategy, as described in ISO 19650-1:2018, 5.3, by nominating individuals from within the appointing party's organization to undertake the information management function on behalf of the appointing party. Alternatively, the appointing party can appoint a pro

5 Information management process during the delivery phase of assets › 5.1 Information management process – Assessment and need · iso-global-iso-19650-2-2018-918b87e0

VerifiedObjectScenario detail

the organisation's information management approach

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Information Use

VerifiedExchange Information Requirements (EIR)Information Use

Evidence approved – the supporting source material has been reviewed.

The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations in EN ISO 19650-1:2018, 5.2 to 5.7). The requirements for the EIR are specified in EN ISO 19650-2:2018, 5.2.1. An EIR is made available for all prospective lead a

4 General › 4.2 Invitation to tender · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedAsset Information Requirements (AIR)Information Use

Evidence approved – the supporting source material has been reviewed.

The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations in EN ISO 19650-1:2018, 5.2 to 5.7). The requirements for the EIR are specified in EN ISO 19650-2:2018, 5.2.1. An EIR is made available for all prospective lead a

4 General › 4.2 Invitation to tender · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedProject Information Requirements (PIR)Information Use

Evidence approved – the supporting source material has been reviewed.

| project information requirements | | | | | | |---|---|---|---|---|---| | 5.4 Project information requirements (PIR) | | | | | | | PIR explain the information needed to answer or inform high-level strategic objectives within the appointing party in relation to a particular built asset project. management process. | | | | | | | PIR are identified from both the project management process and the asset | | | | | | | A set of information requirements should be prepared for each of the appointing pa

Instruction › PIR · ie-020-build-digital-project-informationmanagementplan-organisational-1qq5rbv6

VerifiedOrganisational Information Requirements (OIR)Information Use

Evidence approved – the supporting source material has been reviewed.

| Applicable Industry standards | Titles | Version | Clause/Sections | | I.S. ISO 19650-1 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management using building information modelling: Concepts and principles | 2018 | | | I.S. ISO 19650-2 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management

Instruction › Supporting Information · ie-020-build-digital-project-informationmanagementplan-appointingparty-145d3tvw

VerifiedCommon Data Environment (CDE) solution and workflowInformation Use

Evidence approved – the supporting source material has been reviewed.

OGP BIM mandate set out to require organisations to meet the standards of the ISO 19650 series, and these standards are used on an international basis. The ISO 19650 series were identified to be adopted into the CWMF on a phased basis to impose the standard on information management for project delivery across the public sector. A key step identified in BIM and the CWMF is to create a structured BIM Implementation Plan (BIP) to detail everyone’s roles and define the goals and requirements using

Production › 2.5 Project Specific Initiatives › 3.5 Use of Standards and Protocols · batch-tiiie-tii-bim-for-infrastructure-implementation-guidelines-ge-bim-00101-01

VerifiedMaster Information Delivery Plan (MIDP)Information Use

Evidence approved – the supporting source material has been reviewed.

The lead appointed party shall establish a detailed responsibility matrix, to confirm the information to be produced, when the information is to be exchanged with whom, and which task team is responsible for its production. In doing this, the lead appointed party shall consider: – the information delivery milestones; – the capability and capacity across the delivery team; © ISO 2020 – All rights reserved 15 --- ISO/FDIS 19650-3:2020(E) - the asset information production methods and procedures; -

5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.2 Establish the delivery team's detailed responsibility matrix · iso-global-i-s-en-iso-19650-3-2020

VerifiedProject information standardInformation Use

Evidence approved – the supporting source material has been reviewed.

| Applicable Industry standards | Titles | Version | Clause/Sections | | I.S. ISO 19650-1 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management using building information modelling: Concepts and principles | 2018 | | | I.S. ISO 19650-2 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management

Instruction › Supporting Information · ie-020-build-digital-project-informationmanagementplan-appointingparty-145d3tvw

VerifiedInformation production methods and proceduresInformation Use

Evidence approved – the supporting source material has been reviewed.

The lead appointed party shall establish a detailed responsibility matrix, to confirm the information to be produced, when the information is to be exchanged with whom, and which task team is responsible for its production. In doing this, the lead appointed party shall consider: – the information delivery milestones; – the capability and capacity across the delivery team; © ISO 2020 – All rights reserved 15 --- ISO/FDIS 19650-3:2020(E) - the asset information production methods and procedures; -

5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.2 Establish the delivery team's detailed responsibility matrix · iso-global-i-s-en-iso-19650-3-2020

VerifiedProject information protocolInformation Use

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

VerifiedInformation management function schedule and resourcing recordsInformation Use

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedFederated Information ModelInformation Use

Evidence approved – the supporting source material has been reviewed.

Information management is distinct from information production and delivery, but is closely linked to them. Information management should be applied during the whole life cycle of the asset. Information management functions should be assigned to the most appropriate organizations (appointing party, appointed parties, lead appointed parties) and should not necessarily require appointment of new organizations. The quantity of information being managed generally increases both during the delivery p

6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series” · iso-global-i-s-en-iso-19650-1-2018

VerifiedAsset Information Model (AIM)Information Use

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

Action Statement

VerifiedEstablish the organisation's information management approachAction Statement

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

VerifiedCapture key decision points and project information requirementsAction Statement

Evidence approved – the supporting source material has been reviewed.

| project information requirements | | | | | | |---|---|---|---|---|---| | 5.4 Project information requirements (PIR) | | | | | | | PIR explain the information needed to answer or inform high-level strategic objectives within the appointing party in relation to a particular built asset project. management process. | | | | | | | PIR are identified from both the project management process and the asset | | | | | | | A set of information requirements should be prepared for each of the appointing pa

Instruction › PIR · ie-020-build-digital-project-informationmanagementplan-organisational-1qq5rbv6

VerifiedDocument the organisational information requirements and asset information requirementsAction Statement

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

Suggested – reviewSpecify the appointing party's exchange information requirements for each lead appointed party appointmentAction Statement

Evidence is suggested for this element – review it.

VerifiedEstablish the project common data environment workflow and access permissionsAction Statement

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

VerifiedReview the information model against defined acceptance criteriaAction Statement

Evidence approved – the supporting source material has been reviewed.

The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint

5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model · iso-global-iso-19650-2-2018-918b87e0

VerifiedAppoint individuals to undertake the information management functionAction Statement

Evidence approved – the supporting source material has been reviewed.

#### 5.1.1 Appoint individuals to undertake the information management function The appointing party shall have regard to the effective management of information throughout the project and reflect the long-term asset information management strategy, as described in ISO 19650-1:2018, 5.3, by nominating individuals from within the appointing party's organization to undertake the information management function on behalf of the appointing party. Alternatively, the appointing party can appoint a pro

5 Information management process during the delivery phase of assets › 5.1 Information management process – Assessment and need · iso-global-iso-19650-2-2018-918b87e0

VerifiedEstablish the project information standard and production proceduresAction Statement

Evidence approved – the supporting source material has been reviewed.

The appointing party may have specified the project's information standard. For more information refer to 5.4.2 of this guidance. The prospective lead appointed party has to communicate their response to the requirements. They can accept or reject the use of the appointing party's project's information standard and suggest additions or amendments to them. Information shall be produced in line with the project's information standard to ensure successful exchange with other technologies, using ope

6.7 Project's information standard · ie-024-cen-tr-17654-2021-eir-bep-guidance-manual

VerifiedProvide assurance regarding adherence to information management processesAction Statement

Evidence approved – the supporting source material has been reviewed.

- Capturing the Appointing Party's key decision points and Project Information Requirements (PIR), Organisational Information Requirements and Asset Information Requirements (AIR) - Documenting and validating the Information requirements within the Appointing Party Exchange Information Requirements (EIR) - Responsible for appointing individuals to undertake the information management function - Ensuring availability of the Common Data Environment (CDE) (when hosted by the Appointing Party) - Ens

9. IM Dimensions: 4D, 5D, Carbon and H&S › B.1 Information Management Roles and Responsibilities › B.1.1 Employer/Client Information Manager (Appointing Party) · batch-tiiie-tii-bim-for-infrastructure-implementation-guidelines-ge-bim-00101-01

Suggested – reviewCoordinate the transfer of project information containers from the Project Information Model (PIM) to the Asset Information Model (AIM)Action Statement

Evidence is suggested for this element – review it.

VerifiedValidate supplier information management capability and execution proposalsAction Statement

Evidence approved – the supporting source material has been reviewed.

The prospective lead appointed party shall nominate individuals from within its organization to undertake the information management function on behalf of its delivery team. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or a third party to undertake all or part of the information management function. In which case the prospective lead appointed party shall establish a scope of services for that appointment. In doing this, the prospective lead appoi

5.3.1 Nominate individuals to undertake the information management function · iso-global-i-s-en-iso-19650-3-2020

Flow

VerifiedFlowFlow

Information Manager (BIM)

Evidence approved – the supporting source material has been reviewed.

*This diagram displays a bar chart with five columns of increasing height, representing the progression of CWMF stages 1-5 in relation to ISO19650.* www.builddigitalproject.ie April 2024 This report was produced under Project Ireland 2040 and the work of the CSG Innovation and Digital Adoption Sub-Group Rialtas na hÉireann Government of Ireland Tionscadal Éireann Project Ireland 2040

CWMF stages 1-5 ISO19650 · ie-020-build-digital-project-processworkflows-cwmf-to-iso-19650-2-1lc9mlsm

The PDF includes all 29 items and their available detail. Search, filters and collapsed rows only affect this screen.

Role

VerifiedInformation Manager (BIM)Role

Establishing, implementing and overseeing information management processes within a public client organisation and across its capital projects

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Scenario detail

VerifiedTriggerScenario detail

taking on information management responsibility for a public client delivering several projects under the BIM Mandate

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedPurposeScenario detail

a consistent, proportionate approach to information management across projects and departments, with information the organisation can use after completion

Evidence approved – the supporting source material has been reviewed.

Information management is distinct from information production and delivery, but is closely linked to them. Information management should be applied during the whole life cycle of the asset. Information management functions should be assigned to the most appropriate organizations (appointing party, appointed parties, lead appointed parties) and should not necessarily require appointment of new organizations. The quantity of information being managed generally increases both during the delivery p

6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series” · iso-global-i-s-en-iso-19650-1-2018

VerifiedActionScenario detail

establish

Evidence approved – the supporting source material has been reviewed.

#### 5.1.1 Appoint individuals to undertake the information management function The appointing party shall have regard to the effective management of information throughout the project and reflect the long-term asset information management strategy, as described in ISO 19650-1:2018, 5.3, by nominating individuals from within the appointing party's organization to undertake the information management function on behalf of the appointing party. Alternatively, the appointing party can appoint a pro

5 Information management process during the delivery phase of assets › 5.1 Information management process – Assessment and need · iso-global-iso-19650-2-2018-918b87e0

VerifiedObjectScenario detail

the organisation's information management approach

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Information Use

VerifiedExchange Information Requirements (EIR)Information Use

Evidence approved – the supporting source material has been reviewed.

The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations in EN ISO 19650-1:2018, 5.2 to 5.7). The requirements for the EIR are specified in EN ISO 19650-2:2018, 5.2.1. An EIR is made available for all prospective lead a

4 General › 4.2 Invitation to tender · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedAsset Information Requirements (AIR)Information Use

Evidence approved – the supporting source material has been reviewed.

The appointing party establishes exchange information requirements (EIR) for each lead appointed party appointment, considering, where appropriate, the organizational information requirements (OIR), asset information requirements (AIR) and project's information requirements (PIR) (see EN ISO 19650-1:2018, 5.1, Figure 2 and explanations in EN ISO 19650-1:2018, 5.2 to 5.7). The requirements for the EIR are specified in EN ISO 19650-2:2018, 5.2.1. An EIR is made available for all prospective lead a

4 General › 4.2 Invitation to tender · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedProject Information Requirements (PIR)Information Use

Evidence approved – the supporting source material has been reviewed.

| project information requirements | | | | | | |---|---|---|---|---|---| | 5.4 Project information requirements (PIR) | | | | | | | PIR explain the information needed to answer or inform high-level strategic objectives within the appointing party in relation to a particular built asset project. management process. | | | | | | | PIR are identified from both the project management process and the asset | | | | | | | A set of information requirements should be prepared for each of the appointing pa

Instruction › PIR · ie-020-build-digital-project-informationmanagementplan-organisational-1qq5rbv6

VerifiedOrganisational Information Requirements (OIR)Information Use

Evidence approved – the supporting source material has been reviewed.

| Applicable Industry standards | Titles | Version | Clause/Sections | | I.S. ISO 19650-1 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management using building information modelling: Concepts and principles | 2018 | | | I.S. ISO 19650-2 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management

Instruction › Supporting Information · ie-020-build-digital-project-informationmanagementplan-appointingparty-145d3tvw

VerifiedCommon Data Environment (CDE) solution and workflowInformation Use

Evidence approved – the supporting source material has been reviewed.

OGP BIM mandate set out to require organisations to meet the standards of the ISO 19650 series, and these standards are used on an international basis. The ISO 19650 series were identified to be adopted into the CWMF on a phased basis to impose the standard on information management for project delivery across the public sector. A key step identified in BIM and the CWMF is to create a structured BIM Implementation Plan (BIP) to detail everyone’s roles and define the goals and requirements using

Production › 2.5 Project Specific Initiatives › 3.5 Use of Standards and Protocols · batch-tiiie-tii-bim-for-infrastructure-implementation-guidelines-ge-bim-00101-01

VerifiedMaster Information Delivery Plan (MIDP)Information Use

Evidence approved – the supporting source material has been reviewed.

The lead appointed party shall establish a detailed responsibility matrix, to confirm the information to be produced, when the information is to be exchanged with whom, and which task team is responsible for its production. In doing this, the lead appointed party shall consider: – the information delivery milestones; – the capability and capacity across the delivery team; © ISO 2020 – All rights reserved 15 --- ISO/FDIS 19650-3:2020(E) - the asset information production methods and procedures; -

5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.2 Establish the delivery team's detailed responsibility matrix · iso-global-i-s-en-iso-19650-3-2020

VerifiedProject information standardInformation Use

Evidence approved – the supporting source material has been reviewed.

| Applicable Industry standards | Titles | Version | Clause/Sections | | I.S. ISO 19650-1 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management using building information modelling: Concepts and principles | 2018 | | | I.S. ISO 19650-2 | Organization and digitization of information about buildings and civil engineering works, including building information modelling -- Information management

Instruction › Supporting Information · ie-020-build-digital-project-informationmanagementplan-appointingparty-145d3tvw

VerifiedInformation production methods and proceduresInformation Use

Evidence approved – the supporting source material has been reviewed.

The lead appointed party shall establish a detailed responsibility matrix, to confirm the information to be produced, when the information is to be exchanged with whom, and which task team is responsible for its production. In doing this, the lead appointed party shall consider: – the information delivery milestones; – the capability and capacity across the delivery team; © ISO 2020 – All rights reserved 15 --- ISO/FDIS 19650-3:2020(E) - the asset information production methods and procedures; -

5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.2 Establish the delivery team's detailed responsibility matrix · iso-global-i-s-en-iso-19650-3-2020

VerifiedProject information protocolInformation Use

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

VerifiedInformation management function schedule and resourcing recordsInformation Use

Evidence approved – the supporting source material has been reviewed.

The information management function response informs the appointing party who (named individual) will be responsible for information management during the project. This will include the lead appointed party and known task team's information manager at pre-appointment. At appointment all task team's information manager should be included. The response shall demonstrate that the proposed individual is competent to perform the function. This also gives the delivery team clarity about the allocation

6.2 Information management function · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedFederated Information ModelInformation Use

Evidence approved – the supporting source material has been reviewed.

Information management is distinct from information production and delivery, but is closely linked to them. Information management should be applied during the whole life cycle of the asset. Information management functions should be assigned to the most appropriate organizations (appointing party, appointed parties, lead appointed parties) and should not necessarily require appointment of new organizations. The quantity of information being managed generally increases both during the delivery p

6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series” · iso-global-i-s-en-iso-19650-1-2018

VerifiedAsset Information Model (AIM)Information Use

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

Action Statement

VerifiedEstablish the organisation's information management approachAction Statement

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

VerifiedCapture key decision points and project information requirementsAction Statement

Evidence approved – the supporting source material has been reviewed.

| project information requirements | | | | | | |---|---|---|---|---|---| | 5.4 Project information requirements (PIR) | | | | | | | PIR explain the information needed to answer or inform high-level strategic objectives within the appointing party in relation to a particular built asset project. management process. | | | | | | | PIR are identified from both the project management process and the asset | | | | | | | A set of information requirements should be prepared for each of the appointing pa

Instruction › PIR · ie-020-build-digital-project-informationmanagementplan-organisational-1qq5rbv6

VerifiedDocument the organisational information requirements and asset information requirementsAction Statement

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

Suggested – reviewSpecify the appointing party's exchange information requirements for each lead appointed party appointmentAction Statement

Evidence is suggested for this element – review it.

VerifiedEstablish the project common data environment workflow and access permissionsAction Statement

Evidence approved – the supporting source material has been reviewed.

1.1 appoint individuals to undertake the information management function 1.2 establish organizational information requirements 1.3 identify assets for which information shall be managed 1.4 identify the asset information requirements 1.5 identify the foreseeable trigger events for which information shall be managed 1.6 establish the asset information standard 1.7 establish the asset information production methods and procedures 1.8 establish the reference information and shared resources 1.9 est

Key · iso-global-i-s-en-iso-19650-3-2020

VerifiedReview the information model against defined acceptance criteriaAction Statement

Evidence approved – the supporting source material has been reviewed.

The appointing party shall undertake a review of the information model in accordance with the project's information production methods and procedures. In doing this, the appointing party shall consider: - the deliverables listed in the master information delivery plan; - the appointing party's exchange information requirements; - the acceptance criteria for each information requirement; and - the level of information need for each information requirement. If the review is successful, the appoint

5.7 Information management process – Information model delivery › 5.7.4 Review and accept the information model · iso-global-iso-19650-2-2018-918b87e0

VerifiedAppoint individuals to undertake the information management functionAction Statement

Evidence approved – the supporting source material has been reviewed.

#### 5.1.1 Appoint individuals to undertake the information management function The appointing party shall have regard to the effective management of information throughout the project and reflect the long-term asset information management strategy, as described in ISO 19650-1:2018, 5.3, by nominating individuals from within the appointing party's organization to undertake the information management function on behalf of the appointing party. Alternatively, the appointing party can appoint a pro

5 Information management process during the delivery phase of assets › 5.1 Information management process – Assessment and need · iso-global-iso-19650-2-2018-918b87e0

VerifiedEstablish the project information standard and production proceduresAction Statement

Evidence approved – the supporting source material has been reviewed.

The appointing party may have specified the project's information standard. For more information refer to 5.4.2 of this guidance. The prospective lead appointed party has to communicate their response to the requirements. They can accept or reject the use of the appointing party's project's information standard and suggest additions or amendments to them. Information shall be produced in line with the project's information standard to ensure successful exchange with other technologies, using ope

6.7 Project's information standard · ie-024-cen-tr-17654-2021-eir-bep-guidance-manual

VerifiedProvide assurance regarding adherence to information management processesAction Statement

Evidence approved – the supporting source material has been reviewed.

- Capturing the Appointing Party's key decision points and Project Information Requirements (PIR), Organisational Information Requirements and Asset Information Requirements (AIR) - Documenting and validating the Information requirements within the Appointing Party Exchange Information Requirements (EIR) - Responsible for appointing individuals to undertake the information management function - Ensuring availability of the Common Data Environment (CDE) (when hosted by the Appointing Party) - Ens

9. IM Dimensions: 4D, 5D, Carbon and H&S › B.1 Information Management Roles and Responsibilities › B.1.1 Employer/Client Information Manager (Appointing Party) · batch-tiiie-tii-bim-for-infrastructure-implementation-guidelines-ge-bim-00101-01

Suggested – reviewCoordinate the transfer of project information containers from the Project Information Model (PIM) to the Asset Information Model (AIM)Action Statement

Evidence is suggested for this element – review it.

VerifiedValidate supplier information management capability and execution proposalsAction Statement

Evidence approved – the supporting source material has been reviewed.

The prospective lead appointed party shall nominate individuals from within its organization to undertake the information management function on behalf of its delivery team. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or a third party to undertake all or part of the information management function. In which case the prospective lead appointed party shall establish a scope of services for that appointment. In doing this, the prospective lead appoi

5.3.1 Nominate individuals to undertake the information management function · iso-global-i-s-en-iso-19650-3-2020

Flow

VerifiedFlowFlow

Information Manager (BIM)

Evidence approved – the supporting source material has been reviewed.

*This diagram displays a bar chart with five columns of increasing height, representing the progression of CWMF stages 1-5 in relation to ISO19650.* www.builddigitalproject.ie April 2024 This report was produced under Project Ireland 2040 and the work of the CSG Innovation and Digital Adoption Sub-Group Rialtas na hÉireann Government of Ireland Tionscadal Éireann Project Ireland 2040

CWMF stages 1-5 ISO19650 · ie-020-build-digital-project-processworkflows-cwmf-to-iso-19650-2-1lc9mlsm

Optional reference: inspect original wording, associations and review decisions.

The scenario

Activity flow diagram

Explore the flow by stage

Stage 1: Audit baseline ETB information management maturity

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 2: Establish ETB OIR, AIR, and PIR framework

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 3: Embed CWMF EIR into appointment documents

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 4: Configure client CDE and assess lead BEP

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 5: Assure federated models and asset data

Who does what at this stage

Hand-offs at this stage

Decision: Do the delivered federated models and asset datasets meet EIR acceptance criteria?

Checklist

Option 5.1: Coordinate correction of non-compliant information containers

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 6: Transfer verified AIM to post-primary school operations

Who does what at this stage

Hand-offs at this stage

Checklist

Evidence for the flow

Key actions

What this role works with

How the scenario unfolds

1Audit baseline ETB information management maturity

2Establish ETB OIR, AIR, and PIR framework

3Embed CWMF EIR into appointment documents

4Configure client CDE and assess lead BEP

5Assure federated models and asset data

Do the delivered federated models and asset datasets meet EIR acceptance criteria?

6Transfer verified AIM to post-primary school operations

Does the mandate apply?

Ireland – CWMF / Public Works. Applies

Build Digital materials

Supporting materials

Included resources

Included resources

Included resources

Included resources

Included resources

Persona and scenario

What success looks like

Case study (fictional)

Niamh and the School Extension: Information Management From Audit to Handover

Open questions

Activity flow diagram

Explore the flow by stage

Stage 1: Audit baseline ETB information management maturity

Who does what at this stage

Hand-offs at this stage

Stage 2: Establish ETB OIR, AIR, and PIR framework

Who does what at this stage

Hand-offs at this stage

Stage 3: Embed CWMF EIR into appointment documents

Who does what at this stage

Hand-offs at this stage

Stage 4: Configure client CDE and assess lead BEP

Who does what at this stage

Hand-offs at this stage

Stage 5: Assure federated models and asset data

Who does what at this stage

Hand-offs at this stage

Option 5.1: Coordinate correction of non-compliant information containers

Who does what at this stage

Hand-offs at this stage

Stage 6: Transfer verified AIM to post-primary school operations

Who does what at this stage

Hand-offs at this stage