Practice Principal, small architectural practice
Leads the practice's decisions on pursuing public-sector work and on the capability, tools and fees needed to deliver it under the BIM Mandate
Practice Principal: building a small practice's capability to win public BIM work
The scenario
The Practice Principal leads a small architectural practice of 4 to 20 staff with limited experience of public-sector procurement and of delivering s. Its first target is a tender to lead the design team, including a building services engineering consultancy, for a €14 million extension and refurbishment of a post-primary school for an Education and Training Board. Under the CWMF the practice would be the lead appointed party, and the tender asks whether it will also take on the information management role. Within 12 months the principal needs to build proportionate capability: a costed plan, a compliant pre-appointment , a clear decision on that role, and a public project won and delivered.
You can win and deliver public-sector projects with BIM requirements, starting with the ETB school tender, by building proportionate capability in training, tools and processes. You can lead the design team as lead appointed party, with a compliant pre-appointment and a clear decision on the information role.
Activity flow diagram
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- Practice Principal, small architectural practice
- Appointing party (client)
- Appointed party (building services consultancy)
- Issue
- Submit
- Reject
- Approve
- Inform
- Returns work to amend and resubmit
Explore the flow by stage
7 stages · 1 decision with 3 optionsChoose 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.
Each stage below shows 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. Each stage's checklist is in the Full Scenario Record.
Decision after stage 4Will the practice take on the design-team-lead information role?One option applies.
Stage 1: Assess CWMF BIM mandate readiness
Practice Principal, small architectural practice
The Practice Principal confirms that the CWMF BIM requirements apply to design teams on public works projects over €5 million from 1 July 2026, so they apply to the €14 million school tender, and sets out the practice's business case and capacity to enter this market.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 1
Assess CWMF BIM mandate readiness
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Checklist
0 of 8 ticked- Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables - Monitor industry trends, emerging technologies, and regulatory developments · Action Statement · Verified
Monitor industry trends, emerging technologies, and regulatory developments
See the evidence: Monitor industry trends, emerging technologies, and regulatory developments - Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
BIM is part of the overall Government strategy to digitalise the construction sector by 2030. Home / Resources / BIM / Public Sector BIM Adoption TimelinePublic Sector BIM Adoption Timeline
See the evidence: Develop the practice's capability to win and deliver public-sector BIM projects - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
- Review client Exchange Information Requirements to establish tender commercial viability · Action Statement · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Review client Exchange Information Requirements to establish tender commercial viability - Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR)
- Review client Exchange Information Requirements to establish tender commercial viability · Action Statement · Verified
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
BIM is part of the overall Government strategy to digitalise the construction sector by 2030. Home / Resources / BIM / Public Sector BIM Adoption TimelinePublic Sector BIM Adoption Timeline
See the evidence: Develop the practice's capability to win and deliver public-sector BIM projects - Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
- Define the organisation's BIM and Information Management strategy · Action Statement · Verified
defining and overseeing the organisation's BIM and Information Management strategy
See the evidence: Define the organisation's BIM and Information Management strategy
- Define the organisation's BIM and Information Management strategy · Action Statement · Verified
- Information delivery risk assessment · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Information delivery risk assessment
- Information delivery risk assessment · Information Use · Verified
- Identify the information technology resources available for use on the project · Action Statement · Suggested – reviewSee the evidence: Identify the information technology resources available for use on the project
- Define internal and project-specific information management role assignments · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal and project-specific information management role assignments
- Define internal and project-specific information management role assignments · Action Statement · Verified
Stage 2: Audit practice capability against ISO 19650
Practice Principal, small architectural practice
Evaluate current architectural workflows, software tooling, and staff competencies against the RIAI BIM Pack 2 and the ISO 19650 series to identify critical capability gaps.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 2
Audit practice capability against ISO 19650
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Checklist
0 of 7 ticked- Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management · Action Statement · Verified
Organisations should seek individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management.
See the evidence: Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management - Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
| 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
See the evidence: Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards
- Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management · Action Statement · Verified
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
BIM is part of the overall Government strategy to digitalise the construction sector by 2030. Home / Resources / BIM / Public Sector BIM Adoption TimelinePublic Sector BIM Adoption Timeline
See the evidence: Develop the practice's capability to win and deliver public-sector BIM projects - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance - Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
- Identify the information technology resources available for use on the project · Action Statement · Suggested – reviewSee the evidence: Identify the information technology resources available for use on the project
- Align practice workflows and templates with the ISO 19650 series · Action Statement · Verified
| 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
See the evidence: Align practice workflows and templates with the ISO 19650 series
- Align practice workflows and templates with the ISO 19650 series · Action Statement · Verified
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
- Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Capability and capacity assessment summary · Information Use · Verified
- Pre-appointment BIM Execution Plan (BEP) · Information Use · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Pre-appointment BIM Execution Plan (BEP) - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance - Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables
- Pre-appointment BIM Execution Plan (BEP) · Information Use · Verified
Stage 3: Establish practice BIM governance and protocols
Practice Principal, small architectural practice
Define the practice's information management strategy, with standard naming conventions, quality assurance protocols and team roles, so it can meet the CWMF BIM requirements as design team lead on the school project.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 3
Establish practice BIM governance and protocols
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Checklist
0 of 8 ticked- Align practice workflows and templates with the ISO 19650 series · Action Statement · Verified
| 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
See the evidence: Align practice workflows and templates with the ISO 19650 series - Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
| 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
See the evidence: Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance - Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables
- Align practice workflows and templates with the ISO 19650 series · Action Statement · Verified
- Define internal and project-specific information management role assignments · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal and project-specific information management role assignments - Align definitions of the information management function with CWMF BIM requirements · Action Statement · Suggested – reviewSee the evidence: Align definitions of the information management function with CWMF BIM requirements
- Define internal information management functions and project-level responsibilities · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal information management functions and project-level responsibilities - Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Define internal and project-specific information management role assignments · Action Statement · Verified
- Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders · Action Statement · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance - Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables - Pre-appointment BIM Execution Plan (BEP) · Information Use · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Pre-appointment BIM Execution Plan (BEP)
- Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders · Action Statement · Verified
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
BIM is part of the overall Government strategy to digitalise the construction sector by 2030. Home / Resources / BIM / Public Sector BIM Adoption TimelinePublic Sector BIM Adoption Timeline
See the evidence: Develop the practice's capability to win and deliver public-sector BIM projects - Develop practice information standards, procedures, and governance frameworks · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the evidence: Develop practice information standards, procedures, and governance frameworks - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
- Define the organisation's BIM and Information Management strategy · Action Statement · Verified
defining and overseeing the organisation's BIM and Information Management strategy
See the evidence: Define the organisation's BIM and Information Management strategy - Provide strategic leadership · Action Statement · Verified
provides strategic leadership
See the evidence: Provide strategic leadership - Align definitions of the information management function with CWMF BIM requirements · Action Statement · Suggested – reviewSee the evidence: Align definitions of the information management function with CWMF BIM requirements
- CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance - Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables
- Define the organisation's BIM and Information Management strategy · Action Statement · Verified
- Define practice-wide information standards and procedures · Action Statement · Suggested – reviewSee the evidence: Define practice-wide information standards and procedures
- Develop practice information standards, procedures, and governance frameworks · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the evidence: Develop practice information standards, procedures, and governance frameworks - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance - Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables
- Create clear rules for naming, sharing, and checking information · Action Statement · Verified
Create clear rules for naming, sharing, and checking information,
See the evidence: Create clear rules for naming, sharing, and checking information
- Create clear rules for naming, sharing, and checking information · Action Statement · Verified
- Develop practice information standards, procedures, and governance frameworks · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the evidence: Develop practice information standards, procedures, and governance frameworks
- Develop practice information standards, procedures, and governance frameworks · Action Statement · Verified
Stage 4: Formulate practice BIM implementation plan
Practice Principal, small architectural practice
Develop a costed Practice BIM implementation and resourcing plan covering targeted staff training, software licensing, and fee adjustments for the lead appointed party role.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 4
Formulate practice BIM implementation plan
Then decides: Will the practice take on the design-team-lead information role?
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Decision: Will the practice take on the design-team-lead information role?
After stage 4: Formulate practice BIM implementation plan. One option applies. Marks show how well each option meets a criterion. They are not scores, and they are not added up or ranked.
| Criterion | Option 4.1Yes, within a standard, proportionate scope | Option 4.2Yes, supported by a specialist sub-consultant | Option 4.3No, the client resources the role directly |
|---|---|---|---|
| In-house capability and capacityDoes the practice possess sufficient internal competency and staff capacity to undertake the information management function? Evidence: E1 Employ suitably graded and competent personnel; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E8 Appoint capable design team sub-consultants meeting CWMF BIM competency requirements; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
| ~Depends Requires staff upskilling and dedicated hours that may stretch small architectural team capacity. Evidence: E1 Employ suitably graded and competent personnel; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
| +Strong Supplements practice capacity with specialist technical capability under a defined scope of services. Evidence: E8 Appoint capable design team sub-consultants meeting CWMF BIM competency requirements; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
| +Strong Removes the burden of staffing the overarching information management function internally. |
| Fee recovery and overhead riskCan the additional information management overheads be recovered reliably within CWMF fee arrangements? Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
| +Strong Retains all allocated information management fee allowance within the practice. Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
| ~Depends Practice must ensure sub-consultant costs do not exceed negotiated CWMF fee allocations. Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
| –Weak Foregoes additional information management fees, limiting fee adjustment opportunities under CWMF. Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
|
| Probity and conflict managementDoes the arrangement maintain appropriate probity and avoid conflicts of interest across delivery roles? Evidence: E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
| +Strong Keeps the lead appointed party information management function strictly within the practice organisation. Evidence: E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
| +Strong Establishes a clear sub-appointment scope while maintaining lead appointed party oversight. Evidence: E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
| ~Depends Requires coordination to align client-managed responsibilities and prevent operational overlap. Evidence: E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
|
Option 4.1
Yes, within a standard, proportionate scope
- Option 4.1: Agree a proportionate information role and fee
Rejoins at stage 5: Prepare the tender response and pre-appointment BEP.
- In-house capability and capacity
- ~DependsRequires staff upskilling and dedicated hours that may stretch small architectural team capacity.
Evidence: E1 Employ suitably graded and competent personnel; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
Employ suitably graded and competent personnel · Action Statement · Verified
The correct appointment of suitably graded and competent personnel
See the full evidence entrySpecify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entry
- Fee recovery and overhead risk
- +StrongRetains all allocated information management fee allowance within the practice.
Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry
- Probity and conflict management
- +StrongKeeps the lead appointed party information management function strictly within the practice organisation.
Evidence: E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
Consequences
- The practice captures the entire information management fee margin but bears full operational resourcing risks.
Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry
- Internal staff must be trained and deployed to meet ISO 19650 lead appointed party functions.
Evidence: E6 Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards; E7 Lead training, mentoring, and capability building; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
| 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
See the full evidence entryLead training, mentoring, and capability building · Action Statement · Verified
Lead training, mentoring, and capability building across projects and teams, fostering a culture of digital excellence.
See the full evidence entrySpecify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entry
Evidence: E1 Employ suitably graded and competent personnel; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments; E6 Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards; E7 Lead training, mentoring, and capability building
Employ suitably graded and competent personnel · Action Statement · Verified
The correct appointment of suitably graded and competent personnel
See the full evidence entrySpecify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entryAlign fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryInclude Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entryAlign staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
| 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
See the full evidence entryLead training, mentoring, and capability building · Action Statement · Verified
Lead training, mentoring, and capability building across projects and teams, fostering a culture of digital excellence.
See the full evidence entry
Option 4.2
Yes, supported by a specialist sub-consultant
- Option 4.2: Appoint a specialist information sub-consultant
Rejoins at stage 5: Prepare the tender response and pre-appointment BEP.
- In-house capability and capacity
- +StrongSupplements practice capacity with specialist technical capability under a defined scope of services.
Evidence: E8 Appoint capable design team sub-consultants meeting CWMF BIM competency requirements; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Appoint capable design team sub-consultants meeting CWMF BIM competency requirements · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the full evidence entrySpecify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entryInclude Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
- Fee recovery and overhead risk
- ~DependsPractice must ensure sub-consultant costs do not exceed negotiated CWMF fee allocations.
Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry
- Probity and conflict management
- +StrongEstablishes a clear sub-appointment scope while maintaining lead appointed party oversight.
Evidence: E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entryInclude Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
Consequences
- Reduces internal delivery risk while requiring formal subcontract management and fee apportionment.
Evidence: E8 Appoint capable design team sub-consultants meeting CWMF BIM competency requirements; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
Appoint capable design team sub-consultants meeting CWMF BIM competency requirements · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the full evidence entrySpecify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entry
- Demands clear scope definition and probity monitoring for the appointed specialist party.
Evidence: E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entryInclude Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
Evidence: E8 Appoint capable design team sub-consultants meeting CWMF BIM competency requirements; E2 Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments; E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
Appoint capable design team sub-consultants meeting CWMF BIM competency requirements · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the full evidence entrySpecify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entryInclude Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entryAlign fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry
Option 4.3
No, the client resources the role directly
- Option 4.3: Work with the client-resourced information role
Rejoins at stage 5: Prepare the tender response and pre-appointment BEP.
- In-house capability and capacity
- +StrongRemoves the burden of staffing the overarching information management function internally.
- Fee recovery and overhead risk
- –WeakForegoes additional information management fees, limiting fee adjustment opportunities under CWMF.
Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads
Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry
- Probity and conflict management
- ~DependsRequires coordination to align client-managed responsibilities and prevent operational overlap.
Evidence: E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
Consequences
- Minimises practice resourcing overheads while conceding digital coordination control to the client team.
- Eliminates practice liability for appointing party information management duties.
Evidence: E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
Evidence: E3 Align fee structures and resourcing models to cover information management obligations under CWMF.; E4 Formulate project fee structures accounting for information management overheads; E5 Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryFormulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entryInclude Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry
Checklist
0 of 8 ticked- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
BIM is part of the overall Government strategy to digitalise the construction sector by 2030. Home / Resources / BIM / Public Sector BIM Adoption TimelinePublic Sector BIM Adoption Timeline
See the evidence: Develop the practice's capability to win and deliver public-sector BIM projects - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
- Employ suitably graded and competent personnel · Action Statement · Verified
The correct appointment of suitably graded and competent personnel
See the evidence: Employ suitably graded and competent personnel - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary
- Employ suitably graded and competent personnel · Action Statement · Verified
- Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
| 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
See the evidence: Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards - Lead training, mentoring, and capability building · Action Statement · Verified
Lead training, mentoring, and capability building across projects and teams, fostering a culture of digital excellence.
See the evidence: Lead training, mentoring, and capability building
- Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
- Identify the information technology resources available for use on the project · Action Statement · Suggested – reviewSee the evidence: Identify the information technology resources available for use on the project
- Decide on digital strategy, risk and technology investments with the practice partners · Action Statement · Not yet sourcedSee the evidence: Decide on digital strategy, risk and technology investments with the practice partners
- Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR) - Review client Exchange Information Requirements to establish tender commercial viability · Action Statement · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Review client Exchange Information Requirements to establish tender commercial viability
- Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the evidence: Align fee structures and resourcing models to cover information management obligations under CWMF. - Formulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the evidence: Formulate project fee structures accounting for information management overheads
- Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
BIM is part of the overall Government strategy to digitalise the construction sector by 2030. Home / Resources / BIM / Public Sector BIM Adoption TimelinePublic Sector BIM Adoption Timeline
See the evidence: Develop the practice's capability to win and deliver public-sector BIM projects - Decide on digital strategy, risk and technology investments with the practice partners · Action Statement · Not yet sourcedSee the evidence: Decide on digital strategy, risk and technology investments with the practice partners
- Develop the practice's capability to win and deliver public-sector BIM projects · Action Statement · Verified
- Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR) - Review client Exchange Information Requirements to establish tender commercial viability · Action Statement · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Review client Exchange Information Requirements to establish tender commercial viability - Information delivery risk assessment · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Information delivery risk assessment
- Exchange Information Requirements (EIR) · Information Use · Verified
- Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
Option 4.1: Agree a proportionate information role and fee
Practice Principal, small architectural practice · an option of the decision after stage 4: Formulate practice BIM implementation plan
Accept the design-team-lead information role within a standard scope: proportionate outputs, a common data environment the practice can provide, and fees that reflect the additional work, while the client keeps governance, approval and acceptance.
Responsible: Practice Principal, small architectural practice
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out option 4.1
Agree a proportionate information role and fee
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Checklist
0 of 6 ticked- Define internal and project-specific information management role assignments · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal and project-specific information management role assignments - Define internal information management functions and project-level responsibilities · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal information management functions and project-level responsibilities - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Define internal and project-specific information management role assignments · Action Statement · Verified
- Define internal and project-specific information management role assignments · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal and project-specific information management role assignments - Align definitions of the information management function with CWMF BIM requirements · Action Statement · Suggested – reviewSee the evidence: Align definitions of the information management function with CWMF BIM requirements
- Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Define internal and project-specific information management role assignments · Action Statement · Verified
- Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the evidence: Align fee structures and resourcing models to cover information management obligations under CWMF. - Formulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the evidence: Formulate project fee structures accounting for information management overheads - Define internal and project-specific information management role assignments · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal and project-specific information management role assignments - Define internal information management functions and project-level responsibilities · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal information management functions and project-level responsibilities - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
- Define internal and project-specific information management role assignments · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal and project-specific information management role assignments - Align definitions of the information management function with CWMF BIM requirements · Action Statement · Suggested – reviewSee the evidence: Align definitions of the information management function with CWMF BIM requirements
- Define internal information management functions and project-level responsibilities · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal information management functions and project-level responsibilities - Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Define internal and project-specific information management role assignments · Action Statement · Verified
- CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
- CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
Option 4.2: Appoint a specialist information sub-consultant
Practice Principal, small architectural practice · an option of the decision after stage 4: Formulate practice BIM implementation plan
Take on the role with a named specialist sub-consultant in the design team, while the practice stays accountable for the scope and liable for the outputs.
Responsible: Practice Principal, small architectural practice
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out option 4.2
Appoint a specialist information sub-consultant
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Checklist
0 of 7 ticked- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR)
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
- Appoint capable design team sub-consultants meeting CWMF BIM competency requirements · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the evidence: Appoint capable design team sub-consultants meeting CWMF BIM competency requirements - Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary
- Appoint capable design team sub-consultants meeting CWMF BIM competency requirements · Action Statement · Verified
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR)
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
- Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management · Action Statement · Verified
Organisations should seek individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management.
See the evidence: Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management
- Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management · Action Statement · Verified
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
Option 4.3: Work with the client-resourced information role
Practice Principal, small architectural practice · an option of the decision after stage 4: Formulate practice BIM implementation plan
Confirm in the tender response that information management is resourced by the client, in-house or through a third-party consultant, and how the practice will work with that role.
Responsible: Practice Principal, small architectural practice
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out option 4.3
Work with the client-resourced information role
Appointing party (client)
ISO 19650 party
No part in this stage.
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointing party (client), Appointed party (building services consultancy).
Hand-offs at this stage
No hand-offs at this stage.
Stage 5: Prepare the tender response and pre-appointment BEP
Practice Principal, small architectural practice
Direct the preparation of a competitive public tender submission, with a compliant pre-appointment BIM Execution Plan that reflects the information role the practice has decided to take and shows its capability to coordinate the design team under CWMF requirements.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 5
Prepare the tender response and pre-appointment BEP
- Sends 2: Tender response with pre-appointment BEP to Appointing party (client) (submit)
- Receives 1: Invitation to tender with the EIR from Appointing party (client) (issue)
Appointing party (client)
ISO 19650 party
- Sends 1: Invitation to tender with the EIR to Practice Principal, small architectural practice (issue)
- Receives 2: Tender response with pre-appointment BEP from Practice Principal, small architectural practice (submit)
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointed party (building services consultancy).
Hand-offs at this stage
1Invitation to tender with the EIR
- From
- Appointing party (client)
- To
- Practice Principal, small architectural practice
- Hand-off
- Issue
2Tender response with pre-appointment BEP
- From
- Practice Principal, small architectural practice
- To
- Appointing party (client)
- Hand-off
- Submit
| No. | From | To | Hand-off | Item |
|---|---|---|---|---|
| 1 | Appointing party (client) | Practice Principal, small architectural practice | Issue | Invitation to tender with the EIR |
| 2 | Practice Principal, small architectural practice | Appointing party (client) | Submit | Tender response with pre-appointment BEP |
Checklist
0 of 8 ticked- Review client Exchange Information Requirements to establish tender commercial viability · Action Statement · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Review client Exchange Information Requirements to establish tender commercial viability - Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR) - Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments
- Review client Exchange Information Requirements to establish tender commercial viability · Action Statement · Verified
- Define internal information management functions and project-level responsibilities · Action Statement · Verified
Clarity of functions, responsibility, authority and the scope of any task are essential aspects of effective information management. Functions should be embedded into appointments, either through a specific schedule of services or by referring to more general obligations. 18 © ISO 2018 – All rights reserved --- ISO 19650-1:2018(E) This document identifies the types of information management functions that should be considered and their responsibilities, and should be read in conjunction with oth6.3.1 General principles › 7 Project and asset information management functions › 7.1 Principles
See the evidence: Define internal information management functions and project-level responsibilities - Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – reviewSee the evidence: Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants
- Information Manager Role Profiles Benchmark · Information Use · Verified
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 allocation6.2 Information management function
See the evidence: Information Manager Role Profiles Benchmark
- Define internal information management functions and project-level responsibilities · Action Statement · Verified
- Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
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
See the evidence: Verify compliance with CWMF BIM requirements across tender and contract deliverables - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- Verify compliance with CWMF BIM requirements across tender and contract deliverables · Action Statement · Verified
- Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders · Action Statement · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders - Pre-appointment BIM Execution Plan (BEP) · Information Use · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Pre-appointment BIM Execution Plan (BEP)
- Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders · Action Statement · Verified
- Identify the information technology resources available for use on the project · Action Statement · Suggested – reviewSee the evidence: Identify the information technology resources available for use on the project
- Pre-appointment BIM Execution Plan (BEP) · Information Use · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Pre-appointment BIM Execution Plan (BEP) - Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders · Action Statement · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Establish a reusable pre-appointment BIM Execution Plan template for competitive tenders
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the evidence: Include Information Management and BIM requirements in sub-consultant tender documentation and appointments - Formulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the evidence: Formulate project fee structures accounting for information management overheads
- Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
- Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary
- Capability and capacity assessment summary · Information Use · Verified
- Information delivery risk assessment · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Information delivery risk assessment
- Information delivery risk assessment · Information Use · Verified
Stage 6: Deliver design information to the agreed BEP
Practice Principal, small architectural practice
On appointment, mobilise the design team, confirm the BIM Execution Plan and delivery plans, and produce, check and share design information through the common data environment at each CWMF stage, with proportionate effort.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 6
Deliver design information to the agreed BEP
- Sends 5: Design information model for acceptance to Appointing party (client) (submit)
- Receives 3: Appointment as design team lead from Appointing party (client) (approve)
- Receives 4: Building services BEP input and TIDP from Appointed party (building services consultancy) (submit)
Appointing party (client)
ISO 19650 party
- Sends 3: Appointment as design team lead to Practice Principal, small architectural practice (approve)
- Receives 5: Design information model for acceptance from Practice Principal, small architectural practice (submit)
Appointed party (building services consultancy)
ISO 19650 party
- Sends 4: Building services BEP input and TIDP to Practice Principal, small architectural practice (submit)
Hand-offs at this stage
3Appointment as design team lead
- From
- Appointing party (client)
- To
- Practice Principal, small architectural practice
- Hand-off
- Approve
4Building services BEP input and TIDP
- From
- Appointed party (building services consultancy)
- To
- Practice Principal, small architectural practice
- Hand-off
- Submit
5Design information model for acceptance
- From
- Practice Principal, small architectural practice
- To
- Appointing party (client)
- Hand-off
- Submit
| No. | From | To | Hand-off | Item |
|---|---|---|---|---|
| 3 | Appointing party (client) | Practice Principal, small architectural practice | Approve | Appointment as design team lead |
| 4 | Appointed party (building services consultancy) | Practice Principal, small architectural practice | Submit | Building services BEP input and TIDP |
| 5 | Practice Principal, small architectural practice | Appointing party (client) | Submit | Design information model for acceptance |
Checklist
0 of 8 ticked- Manage assurance of the delivery team's information against ISO 19650-2 and the CWMF BIM requirements · Action Statement · Verified
Oversee project assurance for ISO 19650 and CWMF/ Infrastructure Guidelines compliance
See the evidence: Manage assurance of the delivery team's information against ISO 19650-2 and the CWMF BIM requirements - Verify information deliverable quality prior to project exchange and formal submission · Action Statement · Verified
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 p6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series”
See the evidence: Verify information deliverable quality prior to project exchange and formal submission - CWMF BIM Requirements and Capital Works Guidance · Information Use · Verified
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
See the evidence: CWMF BIM Requirements and Capital Works Guidance
- Manage assurance of the delivery team's information against ISO 19650-2 and the CWMF BIM requirements · Action Statement · Verified
- Verify information deliverable quality prior to project exchange and formal submission · Action Statement · Verified
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 p6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series”
See the evidence: Verify information deliverable quality prior to project exchange and formal submission - Exchange Information Requirements (EIR) · Information Use · Verified
| | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) information Management Functions b) information Delivery Strategy c) federation Strategy d) high-level Responsibilit1 Scope
See the evidence: Exchange Information Requirements (EIR)
- Verify information deliverable quality prior to project exchange and formal submission · Action Statement · Verified
- Identify the information technology resources available for use on the project · Action Statement · Suggested – reviewSee the evidence: Identify the information technology resources available for use on the project
- Regularly check project design information quality against agreed information standards · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the evidence: Regularly check project design information quality against agreed information standards - Verify information deliverable quality prior to project exchange and formal submission · Action Statement · Verified
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 p6.3.1 General principles › 13 Summary of “building information modelling (BIM) according to the ISO 19650 series”
See the evidence: Verify information deliverable quality prior to project exchange and formal submission
- Regularly check project design information quality against agreed information standards · Action Statement · Verified
- Identify changes that need to be made to the project’s information production methods and procedures · Action Statement · Verified
identify changes that need to be made to the project’s information production methods and procedures and the project’s information standard to best achieve the information requirement.Instruction
See the evidence: Identify changes that need to be made to the project’s information production methods and procedures
- Identify changes that need to be made to the project’s information production methods and procedures · Action Statement · Verified
Stage 7: Review the project outcome and refine capability
Practice Principal, small architectural practice
Review tender results, client feedback and delivery performance on the public project, and embed the lessons into practice workflows, fees and future bids.
Responsible: Practice Principal
Who does what at this stage
Practice Principal, small architectural practice
The role
Carries out stage 7
Review the project outcome and refine capability
- Receives 6: Rejected: amend and resubmit from Appointing party (client) (reject)
- Receives 7: Tender result and client feedback from Appointing party (client) (inform)
Appointing party (client)
ISO 19650 party
- Sends 6: Rejected: amend and resubmit to Practice Principal, small architectural practice (reject)
- Sends 7: Tender result and client feedback to Practice Principal, small architectural practice (inform)
Appointed party (building services consultancy)
ISO 19650 party
No part in this stage.
No part in this stage: Appointed party (building services consultancy).
Hand-offs at this stage
6Rejected: amend and resubmit
- From
- Appointing party (client)
- To
- Practice Principal, small architectural practice
- Hand-off
- Reject, returns to stage 6: Deliver design information to the agreed BEP
7Tender result and client feedback
- From
- Appointing party (client)
- To
- Practice Principal, small architectural practice
- Hand-off
- Inform
| No. | From | To | Hand-off | Item |
|---|---|---|---|---|
| 6 | Appointing party (client) | Practice Principal, small architectural practice | RejectReturns to stage 6: Deliver design information to the agreed BEP | Rejected: amend and resubmit |
| 7 | Appointing party (client) | Practice Principal, small architectural practice | Inform | Tender result and client feedback |
Checklist
0 of 5 ticked- Develop improvements continually · Action Statement · Verified
keep continually improving.
See the evidence: Develop improvements continually - Pre-appointment BIM Execution Plan (BEP) · Information Use · Verified
A pre-appointment BIM execution plan (BEP) focuses on the delivery team's proposed approach to information management and their capability and capacity to manage information. The pre-appointment BEP as a minimum shall include (Table 5.1): Table 5.1 – Pre Appointment BEP Content | Topic | Description | | --- | --- | | Team | The team identified in the tender and a summary of their key skills related to information management. | | Delivery Strategy | Explanation how the team develop and deliver th4. Information Exchange › 5.3 Pre Appointment BIM Execution Plan
See the evidence: Pre-appointment BIM Execution Plan (BEP)
- Develop improvements continually · Action Statement · Verified
- Develop improvements continually · Action Statement · Verified
keep continually improving.
See the evidence: Develop improvements continually - Capability and capacity assessment summary · Information Use · Verified
**Table 1 – Scope of documentation covered in this guidance according to EN ISO 19650-2:2018 clause reference** | | Invitation to tender EIR | Tender response pre-appointment BEP | Appointment BEP | | --- | --- | --- | --- | | In scope | 5.2.1 Appointing party’s exchange information requirements a) information requirement b) level of Information Need c) acceptance Criteria d) supporting Information e) information delivery dates | 5.3.2 Delivery team’s (pre-appointment) BIM execution plan a) info1 Scope
See the evidence: Capability and capacity assessment summary
- Develop improvements continually · Action Statement · Verified
- Capture and apply delivery lessons from each completed BIM project · Action Statement · Verified
**9.3.1** The organization(s) shall monitor and enforce all security-related provisions in the appointment documentation relating to its appointed parties in order that they adopt an acceptable security-minded approach to the fulfilment of their appointment-related obligations. **9.3.2** The organization(s) shall work with its delivery team to assist in the understanding of the security requirements and to address any outstanding security issues.…civil engineering works, including building information modelling (BIM) – Information management using building information modelling – › 9 Working with appointed parties › 9.3 Post appointment award
See the evidence: Capture and apply delivery lessons from each completed BIM project
- Capture and apply delivery lessons from each completed BIM project · Action Statement · Verified
- Capture and apply delivery lessons from each completed BIM project · Action Statement · Verified
**9.3.1** The organization(s) shall monitor and enforce all security-related provisions in the appointment documentation relating to its appointed parties in order that they adopt an acceptable security-minded approach to the fulfilment of their appointment-related obligations. **9.3.2** The organization(s) shall work with its delivery team to assist in the understanding of the security requirements and to address any outstanding security issues.…civil engineering works, including building information modelling (BIM) – Information management using building information modelling – › 9 Working with appointed parties › 9.3 Post appointment award
See the evidence: Capture and apply delivery lessons from each completed BIM project
- Capture and apply delivery lessons from each completed BIM project · Action Statement · Verified
- Identify changes that need to be made to the project’s information production methods and procedures · Action Statement · Verified
identify changes that need to be made to the project’s information production methods and procedures and the project’s information standard to best achieve the information requirement.Instruction
See the evidence: Identify changes that need to be made to the project’s information production methods and procedures
- Identify changes that need to be made to the project’s information production methods and procedures · Action Statement · Verified
Evidence for the flow
- E1
Employ suitably graded and competent personnel · Action Statement · Verified
The correct appointment of suitably graded and competent personnel
See the full evidence entry - E2
Specify information management requirements in the tender documents and appointments the practice issues to its sub-consultants · Action Statement · Suggested – review
See the full evidence entry - E3
Align fee structures and resourcing models to cover information management obligations under CWMF. · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry - E4
Formulate project fee structures accounting for information management overheads · Action Statement · Verified
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 allocation6.2 Information management function
See the full evidence entry - E5
Include Information Management and BIM requirements in sub-consultant tender documentation and appointments · Action Statement · Verified
The prospective lead appointed party shall have regard to the effective management of information throughout the appointment by nominating individuals from within its own organization to undertake the information management function on behalf of the lead appointed party. Alternatively, the prospective lead appointed party can appoint a prospective appointed party or third party to undertake all or part of the information management function, in which case, the lead appointed party shall establis5.3 Information management process – Tender response › 5.3.1 Nominate individuals to undertake the information management function
See the full evidence entry - E6
Align staff qualifications and CPD programmes with recognised BIM and ISO 19650 standards · Action Statement · Verified
| 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
See the full evidence entry - E7
Lead training, mentoring, and capability building · Action Statement · Verified
Lead training, mentoring, and capability building across projects and teams, fostering a culture of digital excellence.
See the full evidence entry - E8
Appoint capable design team sub-consultants meeting CWMF BIM competency requirements · Action Statement · Verified
The lead appointed party shall review and confirm the BIM execution plan prepared in 5.3.2, in consultation with each task team. This shall include a review and confirmation of the resources (both human and technical) to be deployed during the appointment, and testing of the technical approach to be used during information exchange. The lead appointed party shall communicate the BIM execution plan to all appointed parties, shall keep it under review during the lead appointed party's appointment 5.3.1 Nominate individuals to undertake the information management function › 5.4 Information management process – Appointment › 5.4.1 Confirm the delivery team's BIM execution plan
See the full evidence entry
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Download editable diagramKey actions
Open an Action Statement in the Record using its link icon. Each opens in a new tab.
- 1.
Manage assurance of the 's information against and the CWMF s
- 2.
Regularly check project design information quality against agreed information standards
- 3.
Select individuals whose qualifications reflect structured learning outcomes aligned with implementation, OpenBIM principles and asset lifecycle
- 4.
Verify information deliverable quality prior to project exchange and formal submission
- 5.
Support the national adoption of the series
- 6.
Appoint capable design team sub-consultants meeting CWMF requirements
1 headline and 38 detailed Action Statements are recorded. 6 key detailed actions are shown here, with accepted actions first. Read all Action Statements in the Full Scenario Record (opens in a new tab)
What this role works with
Information Uses recorded for this scenario. Review their suitability for the intended organisation and project.
- 1Information delivery risk assessment
- 2Exchange Information Requirements (EIR)
- 3Information Manager Role Profiles Benchmark
- 4Pre-appointment BIM Execution Plan (BEP)
- 5Capability and capacity assessment summary
- 6CWMF BIM Requirements and Capital Works Guidance
How the scenario unfolds
7 stages · 1 decision with 3 optionsOpen a stage to see its activities and decisions. Guidance links open the matching section of the Record in a new tab.
The Practice Principal confirms that the CWMF BIM requirements apply to design teams on public works projects over €5 million from 1 July 2026, so they apply to the €14 million school tender, and sets out the practice's business case and capacity to enter this market.
Proposed responsibility: Practice Principal
Read practical guidance for Assess CWMF BIM mandate readiness (opens in a new tab)
Evaluate current architectural workflows, software tooling, and staff competencies against the RIAI BIM Pack 2 and the ISO 19650 series to identify critical capability gaps.
Proposed responsibility: Practice Principal
Read practical guidance for Audit practice capability against ISO 19650 (opens in a new tab)
Define the practice's information management strategy, with standard naming conventions, quality assurance protocols and team roles, so it can meet the CWMF BIM requirements as design team lead on the school project.
Proposed responsibility: Practice Principal
Read practical guidance for Establish practice BIM governance and protocols (opens in a new tab)
Develop a costed Practice BIM implementation and resourcing plan covering targeted staff training, software licensing, and fee adjustments for the lead appointed party role.
Proposed responsibility: Practice Principal
Will the practice take on the design-team-lead information role?
Yes, within a standard, proportionate scope.
- Agree a proportionate information role and fee. Accept the design-team-lead information role within a standard scope: proportionate outputs, a common data environment the practice can provide, and fees that reflect the additional work, while the client keeps governance, approval and acceptance.
Rejoin at Prepare the tender response and pre-appointment BEP in the Record (opens in a new tab).
Yes, supported by a specialist sub-consultant.
- Appoint a specialist information sub-consultant. Take on the role with a named specialist sub-consultant in the design team, while the practice stays accountable for the scope and liable for the outputs.
Rejoin at Prepare the tender response and pre-appointment BEP in the Record (opens in a new tab).
No, the client resources the role directly.
- Work with the client-resourced information role. Confirm in the tender response that information management is resourced by the client, in-house or through a third-party consultant, and how the practice will work with that role.
Rejoin at Prepare the tender response and pre-appointment BEP in the Record (opens in a new tab).
Read practical guidance for Formulate practice BIM implementation plan (opens in a new tab)
Direct the preparation of a competitive public tender submission, with a compliant pre-appointment BIM Execution Plan that reflects the information role the practice has decided to take and shows its capability to coordinate the design team under CWMF requirements.
Proposed responsibility: Practice Principal
Read practical guidance for Prepare the tender response and pre-appointment BEP (opens in a new tab)
On appointment, mobilise the design team, confirm the BIM Execution Plan and delivery plans, and produce, check and share design information through the common data environment at each CWMF stage, with proportionate effort.
Proposed responsibility: Practice Principal
Read practical guidance for Deliver design information to the agreed BEP (opens in a new tab)
Review tender results, client feedback and delivery performance on the public project, and embed the lessons into practice workflows, fees and future bids.
Proposed responsibility: Practice Principal
Read practical guidance for Review the project outcome and refine capability (opens in a new tab)
Does the mandate apply?
Ireland – CWMF / Public Works. Applies
Design team (lead appointed / appointed parties) on a public works project: the CWMF milestone in force at the 22/10/2026 commencement (over €5m, effective 01/07/2026) covers this project.
Source: CWMF – Public Sector BIM Adoption Timeline. https://cwmf.gov.ie/en/resources/bim/public-sector-bim-adoption-timeline/
Build Digital materials
The material selection and source metadata recorded for this issue. Proposed uses explain how each material supports the workflow; source availability may change.
Supporting materials
Form for assessing the applicability of Irish BIM mandate requirements to a project.
Tool · XLSX
Evaluate whether public project tenders trigger the mandatory Irish BIM requirements under the CWMF timeline.
Directly supports the Practice Principal at the initial qualification stage to determine whether the €14m school tender is subject to mandatory public BIM requirements.
BD-MAT-3125 · Source revision 7cae75b1e5db6ccc654b62456a86657615f9e6d8cf4b003876e6cfb8a6452ef9
This roadmap sets out a clear, practical approach for organisations to adopt and implement Information Management and Building Information Modelling (BIM) in line with ISO 19650 and the Capital Works Management Framework (CWMF). It provides a phased pathway from early capability to advanced capability, showing how organisations can progressively build skills, processes, and digital workflows while meeting the requirements of the Irish BIM mandate. The roadmap aligns organisational change with project-level delivery, emphasising the foundations of people, process, and technology, and the importance of collaboration, governance, and continuous improvement. Overall, it supports organisations in moving from basic information management to fully integrated, data-driven delivery that delivers long-term value across the asset lifecycle.
Roadmap · PDF
Provide a phased adoption roadmap for progressive development of people, process, and technology capabilities in line with CWMF.
Enables small architectural practices to establish a proportionate, step-by-step organizational pathway towards meeting public-sector BIM requirements without excessive upfront burden.
Included resources
- Information Management / BIM Adopt and Implement Roadmap · primary · PDF
BD-MAT-3876 · Source revision 7733d14a05929c5aa593088d374da2656c2498a2225615ccf5351d95c410bb39
This adoption strategy provides a structured approach for organisations to plan, govern and deliver Information Management and BIM adoption. It aligns leadership intent, objectives, actions and measurable outcomes so that people, processes and technology can develop in a coordinated, proportionate way.
Strategy · XLSX
Structure leadership intent, measurable objectives, and digital adoption actions across the practice.
Guides the Practice Principal in formulating an executive strategy that aligns business goals, resourcing, and digital investment.
Included resources
- Information Management (BIM) Adoption Strategy · primary · XLSX
BD-MAT-3878 · Source revision da2c4d60dee2066cea1ed3ba48e82c56b15eee8af5d6bcce9a2e833c004c9df8
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.
Protocol · XLSX
Establish objective criteria to assess software and Common Data Environment tools for ISO 19650 compliance and organisational fit.
Assists the practice during the systems audit to evaluate current software authoring tools and select proportionate CDE platforms without over-investing.
Included resources
- BIM Technology Evaluation Methodology · primary · XLSX
BD-MAT-3881 · Source revision 3e4ee37a5210f4ea5dcb4a103473d99828b14ea1b12ac4c21a1f56bc244ff410
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.
Standard · XLSX
Provide standard spreadsheet templates and rules for container naming conforming to the Irish National Annex to ISO 19650-2.
Supplies concrete, ready-to-use templates for defining practice naming conventions and performing automated verification checks on design deliverables.
Included resources
- Project Information Standard – File Naming · primary · XLSX
BD-MAT-3093 · Source revision f3c82554ee73f2db7a730a64ee511aa2d002510d36418243848f00bee156214a
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.
Report · PDF
Define standard competency profiles and task allocations for the Information Manager function.
Assists the Practice Principal in clarifying the Lead Appointed Party information management duties, evaluating whether to assign them in-house or appoint a specialist sub-consultant.
Included resources
- Information Manager (BIM) Role Profiles · primary · PDF
BD-MAT-3714 · Source revision 70de02c1fbe66594f4c0ef99a9ce4575d4aa8784220ef8cfda9680c0d25725c6
- Define internal and project-specific information management role assignments
- Align definitions of the information management function with CWMF BIM requirements
- Select individuals whose qualifications reflect structured learning outcomes aligned with ISO 19650 implementation, OpenBIM principles and asset lifecycle Information Management
This delivery-team information management plan provides tenderers with a structured set of templates for responding to a project tender in line with ISO 19650. It covers the delivery team’s information-management function, delivery strategy objectives, federation approach, responsibilities, acceptance criteria, capability, mobilisation and risk planning.
Plan · XLSX
Provide delivery-team templates for structuring tender responses, capability assessments, and pre-appointment BIM Execution Plans in accordance with ISO 19650.
Serves as the foundational template for assembling the pre-appointment BEP, delivery strategy, and federation procedures for the public school tender submission.
Included resources
- Information Management Plan – Delivery Team · primary · XLSX
BD-MAT-3121 · Source revision db789419d913153580cb910c037258fcbf872dafd37dcea0d40bca035b865374
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.
Workflow · PDF
Map information management workflows from CWMF stages to ISO 19650-2 delivery-phase activities.
Offers clear guidance for structuring information exchange gates, coordinating the multidisciplinary design team, and maintaining CWMF compliance through design development.
Included resources
- Process Workflows CWMF to ISO 19650-2 · primary · PDF
BD-MAT-3134 · Source revision 099ea73d72c1bff960041a4c46f4926277c1ebf1c4af142aefa52b661fedde73