Mechanical Installer · Build Digital Navigator

Persona and scenario

A self-employed plumber operating a small business has been appointed as a subcontractor to install heating equipment as part of the extension and refurbishment of a post-primary school, a €14 million public project for an Education and Training Board. The works include replacing boilers, pumps, valves and associated equipment. While experienced in installing and commissioning mechanical systems, the contractor has limited experience with formal digital information management processes. The main contractor has explained that the project has BIM information requirements and that installation records, product information, commissioning results, warranties and maintenance documentation must be provided digitally for handover to the public client.

The plumber is accustomed to receiving drawings by email, recording installation details on paper and providing certificates and equipment manuals at the end of a job. However, the main contractor now requires information to be recorded in an agreed format and submitted through the project's Common Data Environment (CDE). Each relevant item of equipment must be identifiable, with information such as its location, manufacturer, model, serial number, installation date and commissioning records. The plumber is unsure what information is required, when it needs to be provided and how to submit it correctly without investing in expensive software or employing a BIM specialist.

The scenario explores how the plumber can establish a simple digital workflow to identify the information required before starting, capture installation details and photographs using a smartphone or tablet, organise product and commissioning records, and submit the information in the required format through the project information system. The objective is to meet the client's handover requirements, avoid repeated requests for missing information and demonstrate how digital information management can become part of everyday installation work rather than an additional administrative burden.

This guidance represents a trade subcontractor or sole-proprietor mechanical installer operating within a public-sector project governed by BIM mandates. The practitioner possesses strong trade expertise in plumbing and mechanical installation but possesses limited formal BIM training and relies on pragmatic, low-friction digital tools.

The scope covers collation, validation, and submission of digital handover data for mechanical plant and heating equipment on a public works project. It focuses on practical compliance with main contractor information requirements without requiring specialised BIM authoring software or dedicated digital engineering staff.

What success looks like

Handover information for every installed item is complete, in the agreed format and submitted through the project's CDE, without extra software or specialist staff.

How you will know

The information required for each item of equipment is known before installation starts.
Installation details and photographs are captured on site with a phone or tablet.
Product, commissioning, warranty and maintenance records are organised in the agreed format.
Compliance records and certificates are provided with the handover information.
Information is submitted through the project's CDE without repeated requests for missing items.

By 01/07/2027.

Open questions

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

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

Activity flow diagram

Start / EndStageDecisionConditional path

Activity Flow Diagram AFD.gen.rbs-dr-irl-d-n9lk3ejt.V1.0. A draft provided as a template to change and customise as needed.

Explore the flow by stage

6 stages · 1 decision with 3 options

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

Stage 1: Clarify heating equipment handover information requirements

Mechanical Installer

Review the main contractor's information requirements for the school extension and refurbishment to find out exactly which attributes, serial numbers and certificates are needed for each item of heating equipment before installation starts.

Responsible: Mechanical Installer

Who does what at this stage

Mechanical Installer
The role
Carries out stage 1
Clarify heating equipment handover information requirements
- Receives 1: Asset data fields and handover requirements from Lead appointed party (main contractor) (issue)
Lead appointed party (main contractor)
ISO 19650 party
- Sends 1: Asset data fields and handover requirements to Mechanical Installer (issue)

Hand-offs at this stage

1Asset data fields and handover requirements
From
Lead appointed party (main contractor)
To
Mechanical Installer
Hand-off
Issue

Hand-offs at stage 1: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
1	Lead appointed party (main contractor)	Mechanical Installer	Issue	Asset data fields and handover requirements

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

Stage 2: Agree CDE upload protocols and naming conventions

Mechanical Installer

Establish standard data capture sheets and project information naming conventions and metadata standards with the main contractor to enable straightforward CDE submissions without specialist software.

Responsible: Mechanical Installer

Who does what at this stage

Mechanical Installer
The role
Carries out stage 2
Agree CDE upload protocols and naming conventions
Then decides: How will installation records be captured on site?
- Receives 2: CDE upload protocols and naming conventions from Lead appointed party (main contractor) (issue)
Lead appointed party (main contractor)
ISO 19650 party
- Sends 2: CDE upload protocols and naming conventions to Mechanical Installer (issue)

Hand-offs at this stage

2CDE upload protocols and naming conventions
From
Lead appointed party (main contractor)
To
Mechanical Installer
Hand-off
Issue

Hand-offs at stage 2: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
2	Lead appointed party (main contractor)	Mechanical Installer	Issue	CDE upload protocols and naming conventions

Decision: How will installation records be captured on site? See its options against the criteria in Decisions

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

Stage 3: Capture on-site equipment details and photographs

Mechanical Installer

Record equipment serial numbers, precise locations, and installation dates on a mobile device while fitting heating plant, photographing installed equipment and identification plates.

Responsible: Mechanical Installer

Who does what at this stage

Mechanical Installer
The role
Carries out stage 3
Capture on-site equipment details and photographs
- Sends 3: Equipment details and photographs to Lead appointed party (main contractor) (submit)
Lead appointed party (main contractor)
ISO 19650 party
- Receives 3: Equipment details and photographs from Mechanical Installer (submit)

Hand-offs at this stage

3Equipment details and photographs
From
Mechanical Installer
To
Lead appointed party (main contractor)
Hand-off
Submit

Hand-offs at stage 3: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
3	Mechanical Installer	Lead appointed party (main contractor)	Submit	Equipment details and photographs

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

Stage 4: Collate commissioning, compliance and warranty records

Mechanical Installer

Assemble manufacturer manuals, pressure test results, commissioning records, Building Control (BCAR) ancillary certificates for the mechanical installation, and warranty certificates into structured digital packages for every installed heating item.

Responsible: Mechanical Installer

Who does what at this stage

Mechanical Installer
The role
Carries out stage 4
Collate commissioning, compliance and warranty records
- Sends 4: Commissioning, compliance and warranty records to Lead appointed party (main contractor) (submit)
Lead appointed party (main contractor)
ISO 19650 party
- Receives 4: Commissioning, compliance and warranty records from Mechanical Installer (submit)

Hand-offs at this stage

4Commissioning, compliance and warranty records
From
Mechanical Installer
To
Lead appointed party (main contractor)
Hand-off
Submit

Hand-offs at stage 4: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
4	Mechanical Installer	Lead appointed party (main contractor)	Submit	Commissioning, compliance and warranty records

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

Stage 5: Validate digital handover submissions against acceptance criteria

Mechanical Installer

Validate digital handover submissions against client acceptance criteria and agreed file naming conventions to ensure all required maintenance and compliance documentation is complete.

Responsible: Mechanical Installer

Who does what at this stage

Mechanical Installer
The role
Carries out stage 5
Validate digital handover submissions against acceptance criteria
- Receives 5: Check results and list of missing items from Lead appointed party (main contractor) (review)
Lead appointed party (main contractor)
ISO 19650 party
- Sends 5: Check results and list of missing items to Mechanical Installer (review)

Hand-offs at this stage

5Check results and list of missing items
From
Lead appointed party (main contractor)
To
Mechanical Installer
Hand-off
Review

Hand-offs at stage 5: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
5	Lead appointed party (main contractor)	Mechanical Installer	Review	Check results and list of missing items

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

Stage 6: Submit completed mechanical records through project CDE

Mechanical Installer

Upload the final verified asset packages to the project CDE, meeting the subcontract handover requirements for the school without repeated requests for missing information.

Responsible: Mechanical Installer

Who does what at this stage

Mechanical Installer
The role
Carries out stage 6
Submit completed mechanical records through project CDE
- Sends 6: Final handover packages through the CDE to Lead appointed party (main contractor) (submit)
- Receives 7: Missing items: amend and resubmit from Lead appointed party (main contractor) (reject)
- Receives 8: Handover information accepted from Lead appointed party (main contractor) (accept)
Lead appointed party (main contractor)
ISO 19650 party
- Sends 7: Missing items: amend and resubmit to Mechanical Installer (reject)
- Sends 8: Handover information accepted to Mechanical Installer (accept)
- Receives 6: Final handover packages through the CDE from Mechanical Installer (submit)

Hand-offs at this stage

6Final handover packages through the CDE
From
Mechanical Installer
To
Lead appointed party (main contractor)
Hand-off
Submit
7Missing items: amend and resubmit
From
Lead appointed party (main contractor)
To
Mechanical Installer
Hand-off
Reject, returns to stage 4: Collate commissioning, compliance and warranty records
8Handover information accepted
From
Lead appointed party (main contractor)
To
Mechanical Installer
Hand-off
Accept

Hand-offs at stage 6: who hands what to whom. The numbers match the arrows on the diagram.
No.	From	To	Hand-off	Item
6	Mechanical Installer	Lead appointed party (main contractor)	Submit	Final handover packages through the CDE
7	Lead appointed party (main contractor)	Mechanical Installer	RejectReturns to stage 4: Collate commissioning, compliance and warranty records	Missing items: amend and resubmit
8	Lead appointed party (main contractor)	Mechanical Installer	Accept	Handover information accepted

Checklist: 5 items See this stage's checklist in Checklists

Evidence for the flow

E1
Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
E2
Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
See the full evidence entry
E3
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
E4
Equipment commissioning report · Information Use · Verified
All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final sB.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2
See the full evidence entry
E5
Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project · Action Statement · Verified
| Amendments (BIM execution plan) | 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. | detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard | | IT Resources (BIM execution plan) | identify Information Technologies Resources available for use on the project | detail the lead appoInstruction
See the full evidence entry
E6
Project information naming conventions and metadata standards · Information Use · 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

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

Download editable diagram

Practical guidance

6 stages · 1 decision with 3 options

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

Preparation

Before you start: Subcontract agreement executed
Access to the main contractor's exchange information requirements for the heating installation
Work with: Mechanical Installer
Main Contractor BIM Coordinator
Building Services Package Manager
Inputs: Exchange Information Requirements (EIR)
Equipment schedule and mechanical plant specifications
Contract handover checklist

Action

Raise needed changes to the project's information production methods and procedures with the main contractor Open in full register Statement details
Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project Open in full register Statement details

Review

Outputs: Confirmed asset attribute list for heating items
Master schedule of required commissioning sheets and certificates
Check completion: Mandatory data fields (manufacturer, model, serial, install date, location) agreed with main contractor
Handover submission milestones aligned with site installation programme
Exceptions and decisions: Main contractor requirements do not define specific mechanical parameters, requiring written request for information (RFI)

Materials

Technology Evaluation Methodology
Guide the evaluation of proportionate technology options for mobile site capture and CDE participation.
Information Management Plan – Delivery Team
Provide delivery-team templates to understand subcontractor information obligations and delivery planning.

Preparation

Before you start: Clarified handover requirements
Confirmation of main contractor CDE platform
Work with: Mechanical Installer
Main Contractor Information Manager
Inputs: Project Information Standard
Irish National Annex ISO 19650 file naming convention guide
CDE access credentials and folder allocation

Action

Apply the project's agreed s and metadata to digital deliverables Open in full register Statement details
Raise needed changes to the project's information production methods and procedures with the main contractor Open in full register Statement details
Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project Open in full register Statement details

Review

Outputs: Standardised file naming matrix for mechanical deliverables
Agreed asset data capture template
Check completion: Naming syntax for manuals, commissioning reports, and photos tested and approved by main contractor
Exceptions and decisions: Installer lacks direct CDE access, necessitating an agreed alternate managed drop-box or secondary transmittal route

How will installation records be captured on site?

A phone or tablet app.
Capture records with a phone or tablet app. Record each item's details and photographs on a phone or tablet as it is installed, using a low-cost app that exports in the agreed format.
Rejoin stage 3: Capture on-site equipment details and photographs
Paper sheets, then digitised.
Record on paper and digitise each week. Keep the familiar paper sheets on site and transfer them into the agreed digital format each week, with photographs filed by equipment reference.
Rejoin stage 3: Capture on-site equipment details and photographs
The main contractor's CDE app.
Enter records directly in the contractor's CDE app. Use the main contractor's CDE app on site, if it provides one, so records go straight into the project information system.
Rejoin stage 3: Capture on-site equipment details and photographs

Materials

Project Information Standard – File Naming
Support the implementation of standard file naming conventions for mechanical handover deliverables.
Technology Evaluation Methodology
Guide the evaluation of proportionate technology options for mobile site capture and CDE participation.

The scenario stages, with each stage's responsibility.
#	Stage	Summary	Responsible
1	Clarify heating equipment handover information requirements	Review the main contractor's information requirements for the school extension and refurbishment to find out exactly which attributes, serial numbers and certificates are needed for each item of heating equipment before installation starts.	Mechanical Installer
2	Agree CDE upload protocols and naming conventions	Establish standard data capture sheets and project information naming conventions and metadata standards with the main contractor to enable straightforward CDE submissions without specialist software.	Mechanical Installer
3	Capture on-site equipment details and photographs	Record equipment serial numbers, precise locations, and installation dates on a mobile device while fitting heating plant, photographing installed equipment and identification plates.	Mechanical Installer
4	Collate commissioning, compliance and warranty records	Assemble manufacturer manuals, pressure test results, commissioning records, Building Control (BCAR) ancillary certificates for the mechanical installation, and warranty certificates into structured digital packages for every installed heating item.	Mechanical Installer
5	Validate digital handover submissions against acceptance criteria	Validate digital handover submissions against client acceptance criteria and agreed file naming conventions to ensure all required maintenance and compliance documentation is complete.	Mechanical Installer
6	Submit completed mechanical records through project CDE	Upload the final verified asset packages to the project CDE, meeting the subcontract handover requirements for the school without repeated requests for missing information.	Mechanical Installer

Checklists

58 items across 9 stages

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

Decisions

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

Decision: How will installation records be captured on site?

After stage 2: Agree CDE upload protocols and naming conventions. One option applies. Marks show how well each option meets a criterion. They are not scores, and they are not added up or ranked.

Each option against each criterion, with its mark and the reason for it.
Criterion	Option 2.1A phone or tablet app	Option 2.2Paper sheets, then digitised	Option 2.3The main contractor's CDE app
Hardware and software availabilityDoes the capture method match available IT resources without requiring specialist software? Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor; E5 Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project · Action Statement · Verified \| Amendments (BIM execution plan) \| 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. \| detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard \| \| IT Resources (BIM execution plan) \| identify Information Technologies Resources available for use on the project \| detail the lead appoInstruction See the full evidence entry	Strong Uses standard mobile hardware already available to site personnel without specialist desktop software. Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry	Strong Requires zero digital hardware on site, relying on standard paper proformas. Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry	Depends Relies entirely on the main contractor deploying, licensing, and configuring an accessible CDE mobile app. Evidence: E5 Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project; E1 Raise needed changes to the project's information production methods and procedures with the main contractor Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project · Action Statement · Verified \| Amendments (BIM execution plan) \| 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. \| detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard \| \| IT Resources (BIM execution plan) \| identify Information Technologies Resources available for use on the project \| detail the lead appoInstruction See the full evidence entry Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
Metadata and naming complianceHow reliably does the method enforce ISO 19650 naming conventions, status codes, and revision metadata? Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization; E6 Project information naming conventions and metadata standards Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review See the full evidence entry Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry Project information naming conventions and metadata standards · Information Use · 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	Depends Requires manual or preconfigured discipline to ensure field tags align with agreed metadata standards. Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review See the full evidence entry Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry	Weak Manual paper records risk transcription errors when later assigning file naming and metadata codes. Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review See the full evidence entry Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry	Strong The contractor app directly embeds project-wide naming conventions, status codes, and revision schemas. Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization; E6 Project information naming conventions and metadata standards Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review See the full evidence entry Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry Project information naming conventions and metadata standards · Information Use · 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
Directness of CDE workflowHow smoothly does the captured record transition into the common data environment workflow states? Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry	Depends Captured records still need subsequent export and upload into the project common data environment. Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry	Weak Introduces a weekly digitisation bottleneck before information can enter the CDE shared workflow. Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry	Strong Information enters the CDE work-in-progress state directly at the point of site capture. Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review See the full evidence entry

Option 2.1
A phone or tablet app
- Option 2.1: Capture records with a phone or tablet app
Rejoins at stage 3: Capture on-site equipment details and photographs.
Hardware and software availability
StrongUses standard mobile hardware already available to site personnel without specialist desktop software.
Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor
Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
Metadata and naming compliance
DependsRequires manual or preconfigured discipline to ensure field tags align with agreed metadata standards.
Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
See the full evidence entry
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
Directness of CDE workflow
DependsCaptured records still need subsequent export and upload into the project common data environment.
Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
Consequences
- Data and photos are captured digitally on site and formatted for CDE upload protocol requirements.
  Evidence: E4 Equipment commissioning report; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
  - Equipment commissioning report · Information Use · Verified
    All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final sB.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2
    See the full evidence entry
  - Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
    See the full evidence entry
- Site operatives capture digital photos and asset data immediately on handheld devices without bulky paper handling.
  Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor
  - Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
- Data must be batched and uploaded to the project CDE following agreed naming conventions.
  Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
  - Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
    See the full evidence entry
  - Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
    See the full evidence entry
Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor; E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization; E4 Equipment commissioning report
- Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
- Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
  See the full evidence entry
- Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
  See the full evidence entry
- Equipment commissioning report · Information Use · Verified
  All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final sB.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2
  See the full evidence entry
Option 2.2
Paper sheets, then digitised
- Option 2.2: Record on paper and digitise each week
Rejoins at stage 3: Capture on-site equipment details and photographs.
Hardware and software availability
StrongRequires zero digital hardware on site, relying on standard paper proformas.
Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor
Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
Metadata and naming compliance
WeakManual paper records risk transcription errors when later assigning file naming and metadata codes.
Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
See the full evidence entry
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
Directness of CDE workflow
WeakIntroduces a weekly digitisation bottleneck before information can enter the CDE shared workflow.
Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
Consequences
- Site teams record data manually on paper sheets and must scan or transcribe records weekly.
- Site teams avoid hardware issues in harsh environments but incur weekly manual digitisation effort.
  Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor
  - Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
- Risk of missing or misapplied status and revision metadata increases during delayed back-office uploads.
  Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
  - Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
    See the full evidence entry
  - Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
    See the full evidence entry
Evidence: E1 Raise needed changes to the project's information production methods and procedures with the main contractor; E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
- Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
- Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
  See the full evidence entry
- Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
  See the full evidence entry
Option 2.3
The main contractor's CDE app
- Option 2.3: Enter records directly in the contractor's CDE app
Rejoins at stage 3: Capture on-site equipment details and photographs.
Hardware and software availability
DependsRelies entirely on the main contractor deploying, licensing, and configuring an accessible CDE mobile app.
Evidence: E5 Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project; E1 Raise needed changes to the project's information production methods and procedures with the main contractor
Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project · Action Statement · Verified
| Amendments (BIM execution plan) | 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. | detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard | | IT Resources (BIM execution plan) | identify Information Technologies Resources available for use on the project | detail the lead appoInstruction
See the full evidence entry
Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
Metadata and naming compliance
StrongThe contractor app directly embeds project-wide naming conventions, status codes, and revision schemas.
Evidence: E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization; E6 Project information naming conventions and metadata standards
Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
See the full evidence entry
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
Project information naming conventions and metadata standards · Information Use · 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
Directness of CDE workflow
StrongInformation enters the CDE work-in-progress state directly at the point of site capture.
Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
See the full evidence entry
Consequences
- Installers populate the main contractor's CDE app directly with photo records and status metadata.
  Evidence: E4 Equipment commissioning report; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
  - Equipment commissioning report · Information Use · Verified
    All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final sB.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2
    See the full evidence entry
  - Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
    See the full evidence entry
- Data enters the project common data environment seamlessly without secondary manual upload steps.
  Evidence: E3 Upload checked handover information containers to the common data environment for the main contractor's authorization
  - Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
    See the full evidence entry
- Site personnel must be trained on the contractor's specific mobile interface and permissions.
  Evidence: E5 Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project
  - Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project · Action Statement · Verified
    | Amendments (BIM execution plan) | 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. | detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard | | IT Resources (BIM execution plan) | identify Information Technologies Resources available for use on the project | detail the lead appoInstruction
    See the full evidence entry
Evidence: E5 Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project; E1 Raise needed changes to the project's information production methods and procedures with the main contractor; E2 Apply the project's agreed naming conventions and metadata to digital deliverables; E3 Upload checked handover information containers to the common data environment for the main contractor's authorization; E6 Project information naming conventions and metadata standards; E4 Equipment commissioning report
- Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project · Action Statement · Verified
  | Amendments (BIM execution plan) | 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. | detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard | | IT Resources (BIM execution plan) | identify Information Technologies Resources available for use on the project | detail the lead appoInstruction
  See the full evidence entry
- Raise needed changes to the project's information production methods and procedures with the main contractor · 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 full evidence entry
- Apply the project's agreed naming conventions and metadata to digital deliverables · Action Statement · Suggested – review
  See the full evidence entry
- Upload checked handover information containers to the common data environment for the main contractor's authorization · Action Statement · Suggested – review
  See the full evidence entry
- Project information naming conventions and metadata standards · Information Use · 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
- Equipment commissioning report · Information Use · Verified
  All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final sB.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2
  See the full evidence entry

Uses and Statements

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

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

1 Action Statements
Actions
Complete commissioning reports using agreed project templates Open in full register Statement details
4 Action Statements
Actions
Apply the project's agreed s and metadata to digital deliverables Open in full register Statement details
Conduct checks on asset data and documentation prior to sharing Open in full register Statement details
Upload checked handover s to the for the main contractor's authorization Open in full register Statement details
Raise needed changes to the project's information production methods and procedures with the main contractor Open in full register Statement details
4 Action Statements
Actions
Check own handover information against the in the main contractor's before submitting it to the main contractor for authorization Open in full register Statement details
Collate manufacturer operation and maintenance manuals with warranty certificates Open in full register Statement details
Capture photographic records of concealed mechanical pipework and installations Open in full register Statement details
Confirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the project Open in full register Statement details

Learning Units

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

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

Equip trade contractors with the ability to interpret digital asset handover requirements, file naming standards, and CDE protocols from project appointment documents.

Practise through these workflow stages

Clarify heating equipment handover information requirements Agree CDE upload protocols and naming conventions

Intended learners

Mechanical Installers
Plumbing Subcontractors
Trade Supervisors

Prerequisites

Basic computer literacy
Familiarity with mechanical building services equipment

Learning outcomes

Extract required asset attributes and handover milestones from project information requirements
Formulate file names that comply with the project's naming convention
Evaluate simple digital tools and workflow options suited to micro-business operations

Suggested exercises

Deconstruct a sample public school mechanical specification to isolate mandatory handover attributes for commercial boilers and circulation pumps
Generate compliant file names for five sample documents (test certificate, O&M manual, commissioning sheet) using a provided naming standard template

Performance evidence

Completed asset requirements register
Sample verified naming matrix for subcontract deliverables

Assessment considerations

All required metadata fields identified accurately according to the brief
100% compliance in sample file names against the project's naming convention, based on the Irish National Annex to ISO 19650-2

Supporting knowledge

ISO 19650-2 national annex file naming concepts (field separators, status codes, revision codes)
Distinction between geometry models and non-graphical asset documentation
Common CDE concepts and information container structures

Supporting materials

Project Information Standard – File Naming: Support the implementation of standard file naming conventions for mechanical handover deliverables.
Technology Evaluation Methodology: Guide the evaluation of proportionate technology options for mobile site capture and CDE participation.
Information Management Plan – Delivery Team: Provide delivery-team templates to understand subcontractor information obligations and delivery planning.

Delivery: Practical workshop blending short explanations with spreadsheet-based exercises. Suitable for classroom or self-paced online delivery. Indicative duration: 90 minutes; adjust to your learning needs.

Use this learning with

Project information naming conventions and metadata standards
Exchange Information Requirements (EIR)

Enable site trade operatives to implement structured on-site recording of installed equipment, serial numbers, and concealed works.

Practise through these workflow stages

Capture on-site equipment details and photographscapture-mobile (not available in this issue)capture-paper (not available in this issue)capture-cde-app (not available in this issue)

Provide mechanical contractors with the skills to collate, validate, and upload handover packages containing O&M manuals, commissioning results, and warranties into a CDE.

Practise through these workflow stages

Collate commissioning, compliance and warranty records Validate digital handover submissions against acceptance criteria Submit completed mechanical records through project CDE

Intended learners

Mechanical Installers
Small Contracting Business Owners
Subcontract Project Managers

Prerequisites

LU-mech-handover-spec or equivalent knowledge of file naming and handover data

Learning outcomes

Collate commissioning results, O&M manuals, warranties, and BCAR certificates into complete asset packages
Perform quality checks against client handover acceptance criteria to identify gaps or naming anomalies
Upload checked information containers to the project CDE and submit them for the main contractor's review and authorization

Suggested exercises

Conduct a pre-submission quality audit on a mock mechanical handover dossier containing common deliberate errors (wrong file name, missing warranty, unsigned commissioning form)
Execute a simulated file upload and metadata assignment to a training CDE portal

Performance evidence

Completed handover QA audit checklist identifying all planted errors
Successful digital transmittal receipt from the simulated CDE

Assessment considerations

All missing or erroneous documentation successfully identified during audit
Submission package uploaded with correct status codes and metadata without system rejection

Supporting knowledge

Structure of mechanical O&M packages and statutory commissioning certification requirements
Quality assurance procedures and pre-submission validation checklists
CDE transmittal workflows, metadata tagging, and review state transitions

Supporting materials

Project Information Standard – File Naming: Support the implementation of standard file naming conventions for mechanical handover deliverables.
Information Management Plan – Delivery Team: Provide delivery-team templates to understand subcontractor information obligations and delivery planning.

Delivery: Computer-based lab exercise focusing on quality assurance and practical upload steps. Can be delivered remotely or in person. Indicative duration: 120 minutes; adjust to your learning needs.

Use this learning with

Equipment commissioning report
Project information naming conventions and metadata standards
Exchange Information Requirements (EIR)

Build Digital materials

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

Project Information Standard – File Naming

Standard · XLSX

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

Inside this support 1 resource

Project Information Standard – File NamingXLSX

Technology Evaluation Methodology

Protocol · XLSX

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

Inside this support 1 resource

BIM Technology Evaluation MethodologyXLSX

Information Management Plan – Delivery Team

Plan · XLSX

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.

Inside this support 1 resource

Information Management Plan – Delivery TeamXLSX

Does the mandate apply?

Ireland – CWMF / Public Works. Applies

Contractors & supply chain on a public works project: the CWMF milestone in force at the 22/10/2026 commencement (over €10m, effective 01/01/2026) covers this project.

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

Source references supporting the guidance

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

Verified 15Suggested 3Not required 1

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Showing 19 of 19 items

Role

VerifiedMechanical InstallerRole

Installation, commissioning and maintenance of mechanical equipment

Evidence approved – the supporting source material has been reviewed.

- EU Directives for: Machinery Safety; Low Voltage; Pressure Equipment; Electromagnetic Compatibility. - Sustainable Energy Authority of Ireland: DEAP 4.2.1 Manual Guide. - Sustainable Energy Authority of Ireland: A Homeowner’s Guide to Heat Pump Systems. - DEFRA/Carbon Trust Energy Technology List – Heat Pumps (www.eca.gov.uk). - I.S. EN 14511:2018 Air conditioners, liquid chilling packages and heat pumps with electrically driven compressors for space heating and cooling. - ISO 13256:1998 Water

Supplementary information – further guidance on heat pumps · batch-assetsgovie-heating-and-domestic-hot-water-systems-for-dwellings-achieving-compliance-with-part-l

Scenario detail

VerifiedTriggerScenario detail

the main contractor requires installation, commissioning and maintenance information to be submitted digitally through the project's CDE

Evidence approved – the supporting source material has been reviewed.

A CDE solution and workflow should be used for managing information during asset management and project delivery. During the delivery phase, the CDE solution and workflow support the information management processes in ISO 19650-2:2018, 5.6 and 5.7. At the end of a project, information containers required for asset management should be moved from the PIM to the AIM. Remaining project information containers, including any in the archive state, should be retained as read-only in case of dispute an

6.3.1 General principles › 12 Common data environment (CDE) solution and workflow › 12.1 Principles · iso-global-i-s-en-iso-19650-1-2018

VerifiedPurposeScenario detail

meet the client's handover requirements without repeated requests for missing information

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Not requiredActionScenario detail

provide

Marked as not needing evidence.

Waived: A single action requires no evidence

VerifiedObjectScenario detail

digital handover information for installed heating equipment

Evidence approved – the supporting source material has been reviewed.

- I.S. EN ISO 17628 – Geotechnical Investigation and Testing – Geothermal Testing- Determination of thermal conductivity of soil and rock using borehole heat exchangers - S.R. 50-1 Building services - Code of Practice - Water based heating systems in dwellings_NSAI - S.R. 50-3 Building services - Code of Practice - Water supply for domestic use within dwellings and their curtilages_NSAI - S.R. 50-4 Building services - Heat pump systems in dwellings_NSAI - Environmental Protection Agency (EPA) "S

5. Environmental Considerations › 6.8.6 Heat Pump Standards and Guidance documents · batch-seaiie-seai-domestic-technical-standards-and-specifications-v40

Information Use

VerifiedProject information naming conventions and metadata standardsInformation Use

Evidence approved – the supporting source material has been reviewed.

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

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

VerifiedEquipment commissioning reportInformation Use

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt · verbatim

VerifiedExchange Information Requirements (EIR)Information Use

Evidence approved – the supporting source material has been reviewed.

| EIR-04 | Project Manager | Cost Driven Design.\nCost report | level of information need\n<URL LINK>\n | Acceptance criteria\n<URL LINK> | The supporting document outlining the objective of target value design as part of the key purposes of using BIM is available on the CDE as background information\n<URL LINK> | Every second Monday through the design stages of the project.\nFirst exchange DD-MM-YYYY | | EIR-05 | Project Manager | Commissioning report\nDocument building and information is accor

Instruction › EIR · ie-020-build-digital-project-informationmanagementplan-appointingparty-145d3tvw · verbatim

Action Statement

VerifiedProvide the digital handover information for installed heating equipmentAction Statement

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Suggested – reviewCheck own handover information against the acceptance criteria in the main contractor's exchange information requirements before submitting it to the main contractor for authorizationAction Statement

Evidence is suggested for this element – review it.

Suggested – reviewApply the project's agreed naming conventions and metadata to digital deliverablesAction Statement

Evidence is suggested for this element – review it.

VerifiedComplete commissioning reports using agreed project templatesAction Statement

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedCollate manufacturer operation and maintenance manuals with warranty certificatesAction Statement

Evidence approved – the supporting source material has been reviewed.

- EU Directives for: Machinery Safety; Low Voltage; Pressure Equipment; Electromagnetic Compatibility. - Sustainable Energy Authority of Ireland: DEAP 4.2.1 Manual Guide. - Sustainable Energy Authority of Ireland: A Homeowner’s Guide to Heat Pump Systems. - DEFRA/Carbon Trust Energy Technology List – Heat Pumps (www.eca.gov.uk). - I.S. EN 14511:2018 Air conditioners, liquid chilling packages and heat pumps with electrically driven compressors for space heating and cooling. - ISO 13256:1998 Water

Supplementary information – further guidance on heat pumps · batch-assetsgovie-heating-and-domestic-hot-water-systems-for-dwellings-achieving-compliance-with-part-l

VerifiedConduct quality assurance checks on asset data and documentation prior to sharingAction Statement

Evidence approved – the supporting source material has been reviewed.

| EIR-04 | Project Manager | Cost Driven Design.\nCost report | level of information need\n<URL LINK>\n | Acceptance criteria\n<URL LINK> | The supporting document outlining the objective of target value design as part of the key purposes of using BIM is available on the CDE as background information\n<URL LINK> | Every second Monday through the design stages of the project.\nFirst exchange DD-MM-YYYY | | EIR-05 | Project Manager | Commissioning report\nDocument building and information is accor

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

Suggested – reviewUpload checked handover information containers to the common data environment for the main contractor's authorizationAction Statement

Evidence is suggested for this element – review it.

VerifiedCapture photographic records of concealed mechanical pipework and installationsAction Statement

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt · verbatim

VerifiedRaise needed changes to the project's information production methods and procedures with the main contractorAction Statement

Evidence approved – the supporting source material has been reviewed.

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 · ie-020-build-digital-project-informationmanagementplan-deliveryteam-1lhvzz9n · verbatim

VerifiedConfirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the projectAction Statement

Evidence approved – the supporting source material has been reviewed.

| Amendments (BIM execution plan) | 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. | detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard | | IT Resources (BIM execution plan) | identify Information Technologies Resources available for use on the project | detail the lead appo

Instruction · ie-012-information-management-plan-delivery-team-informationmanagementplan-deliveryteam-c73068e4 · verbatim

Flow

VerifiedFlowFlow

Mechanical Installer

Evidence approved – the supporting source material has been reviewed.

- EU Directives for: Machinery Safety; Low Voltage; Pressure Equipment; Electromagnetic Compatibility. - Sustainable Energy Authority of Ireland: DEAP 4.2.1 Manual Guide. - Sustainable Energy Authority of Ireland: A Homeowner’s Guide to Heat Pump Systems. - DEFRA/Carbon Trust Energy Technology List – Heat Pumps (www.eca.gov.uk). - I.S. EN 14511:2018 Air conditioners, liquid chilling packages and heat pumps with electrically driven compressors for space heating and cooling. - ISO 13256:1998 Water

batch-assetsgovie-heating-and-domestic-hot-water-systems-for-dwellings-achieving-compliance-with-part-l

The PDF includes all 19 items and their available detail. Search, filters and collapsed rows only affect this screen.

Role

VerifiedMechanical InstallerRole

Installation, commissioning and maintenance of mechanical equipment

Evidence approved – the supporting source material has been reviewed.

- EU Directives for: Machinery Safety; Low Voltage; Pressure Equipment; Electromagnetic Compatibility. - Sustainable Energy Authority of Ireland: DEAP 4.2.1 Manual Guide. - Sustainable Energy Authority of Ireland: A Homeowner’s Guide to Heat Pump Systems. - DEFRA/Carbon Trust Energy Technology List – Heat Pumps (www.eca.gov.uk). - I.S. EN 14511:2018 Air conditioners, liquid chilling packages and heat pumps with electrically driven compressors for space heating and cooling. - ISO 13256:1998 Water

Supplementary information – further guidance on heat pumps · batch-assetsgovie-heating-and-domestic-hot-water-systems-for-dwellings-achieving-compliance-with-part-l

Scenario detail

VerifiedTriggerScenario detail

the main contractor requires installation, commissioning and maintenance information to be submitted digitally through the project's CDE

Evidence approved – the supporting source material has been reviewed.

A CDE solution and workflow should be used for managing information during asset management and project delivery. During the delivery phase, the CDE solution and workflow support the information management processes in ISO 19650-2:2018, 5.6 and 5.7. At the end of a project, information containers required for asset management should be moved from the PIM to the AIM. Remaining project information containers, including any in the archive state, should be retained as read-only in case of dispute an

6.3.1 General principles › 12 Common data environment (CDE) solution and workflow › 12.1 Principles · iso-global-i-s-en-iso-19650-1-2018

VerifiedPurposeScenario detail

meet the client's handover requirements without repeated requests for missing information

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Not requiredActionScenario detail

provide

Marked as not needing evidence.

Waived: A single action requires no evidence

VerifiedObjectScenario detail

digital handover information for installed heating equipment

Evidence approved – the supporting source material has been reviewed.

- I.S. EN ISO 17628 – Geotechnical Investigation and Testing – Geothermal Testing- Determination of thermal conductivity of soil and rock using borehole heat exchangers - S.R. 50-1 Building services - Code of Practice - Water based heating systems in dwellings_NSAI - S.R. 50-3 Building services - Code of Practice - Water supply for domestic use within dwellings and their curtilages_NSAI - S.R. 50-4 Building services - Heat pump systems in dwellings_NSAI - Environmental Protection Agency (EPA) "S

5. Environmental Considerations › 6.8.6 Heat Pump Standards and Guidance documents · batch-seaiie-seai-domestic-technical-standards-and-specifications-v40

Information Use

VerifiedProject information naming conventions and metadata standardsInformation Use

Evidence approved – the supporting source material has been reviewed.

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

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

VerifiedEquipment commissioning reportInformation Use

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt · verbatim

VerifiedExchange Information Requirements (EIR)Information Use

Evidence approved – the supporting source material has been reviewed.

| EIR-04 | Project Manager | Cost Driven Design.\nCost report | level of information need\n<URL LINK>\n | Acceptance criteria\n<URL LINK> | The supporting document outlining the objective of target value design as part of the key purposes of using BIM is available on the CDE as background information\n<URL LINK> | Every second Monday through the design stages of the project.\nFirst exchange DD-MM-YYYY | | EIR-05 | Project Manager | Commissioning report\nDocument building and information is accor

Instruction › EIR · ie-020-build-digital-project-informationmanagementplan-appointingparty-145d3tvw · verbatim

Action Statement

VerifiedProvide the digital handover information for installed heating equipmentAction Statement

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

Suggested – reviewCheck own handover information against the acceptance criteria in the main contractor's exchange information requirements before submitting it to the main contractor for authorizationAction Statement

Evidence is suggested for this element – review it.

Suggested – reviewApply the project's agreed naming conventions and metadata to digital deliverablesAction Statement

Evidence is suggested for this element – review it.

VerifiedComplete commissioning reports using agreed project templatesAction Statement

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt

VerifiedCollate manufacturer operation and maintenance manuals with warranty certificatesAction Statement

Evidence approved – the supporting source material has been reviewed.

- EU Directives for: Machinery Safety; Low Voltage; Pressure Equipment; Electromagnetic Compatibility. - Sustainable Energy Authority of Ireland: DEAP 4.2.1 Manual Guide. - Sustainable Energy Authority of Ireland: A Homeowner’s Guide to Heat Pump Systems. - DEFRA/Carbon Trust Energy Technology List – Heat Pumps (www.eca.gov.uk). - I.S. EN 14511:2018 Air conditioners, liquid chilling packages and heat pumps with electrically driven compressors for space heating and cooling. - ISO 13256:1998 Water

Supplementary information – further guidance on heat pumps · batch-assetsgovie-heating-and-domestic-hot-water-systems-for-dwellings-achieving-compliance-with-part-l

VerifiedConduct quality assurance checks on asset data and documentation prior to sharingAction Statement

Evidence approved – the supporting source material has been reviewed.

| EIR-04 | Project Manager | Cost Driven Design.\nCost report | level of information need\n<URL LINK>\n | Acceptance criteria\n<URL LINK> | The supporting document outlining the objective of target value design as part of the key purposes of using BIM is available on the CDE as background information\n<URL LINK> | Every second Monday through the design stages of the project.\nFirst exchange DD-MM-YYYY | | EIR-05 | Project Manager | Commissioning report\nDocument building and information is accor

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

Suggested – reviewUpload checked handover information containers to the common data environment for the main contractor's authorizationAction Statement

Evidence is suggested for this element – review it.

VerifiedCapture photographic records of concealed mechanical pipework and installationsAction Statement

Evidence approved – the supporting source material has been reviewed.

All parts of the building and technical equipment will be assessed representatives of the client, the general contractor and the asset team. Relevant hidden constructions and installations will be photo recorded as part of the documentation. * | Template commissioning report agreed and available for project team by DD-MM-YYYY. All commissioning report content ready by DD-MM-YYYY. Commissioning report signed by DD-MM-YYYY. | | EIR-06 | Yes | *Design team deliver technical specification at final s

B.2.4.6 BEP – Proposals to amendment project's information standard and project information production methods and procedures › B.2.4.7 BEP – Adopted technologies › B.3 Example 2 · ie-020-build-digital-project-fprcentr-17654-1zzhmolt · verbatim

VerifiedRaise needed changes to the project's information production methods and procedures with the main contractorAction Statement

Evidence approved – the supporting source material has been reviewed.

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 · ie-020-build-digital-project-informationmanagementplan-deliveryteam-1lhvzz9n · verbatim

VerifiedConfirm with the main contractor the IT resources, including any CDE app, available for the installer to use on the projectAction Statement

Evidence approved – the supporting source material has been reviewed.

| Amendments (BIM execution plan) | 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. | detail changes that need to be made to the project’s information production methods and procedures and the project’s information standard | | IT Resources (BIM execution plan) | identify Information Technologies Resources available for use on the project | detail the lead appo

Instruction · ie-012-information-management-plan-delivery-team-informationmanagementplan-deliveryteam-c73068e4 · verbatim

Flow

VerifiedFlowFlow

Mechanical Installer

Evidence approved – the supporting source material has been reviewed.

- EU Directives for: Machinery Safety; Low Voltage; Pressure Equipment; Electromagnetic Compatibility. - Sustainable Energy Authority of Ireland: DEAP 4.2.1 Manual Guide. - Sustainable Energy Authority of Ireland: A Homeowner’s Guide to Heat Pump Systems. - DEFRA/Carbon Trust Energy Technology List – Heat Pumps (www.eca.gov.uk). - I.S. EN 14511:2018 Air conditioners, liquid chilling packages and heat pumps with electrically driven compressors for space heating and cooling. - ISO 13256:1998 Water

batch-assetsgovie-heating-and-domestic-hot-water-systems-for-dwellings-achieving-compliance-with-part-l

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

The scenario

Activity flow diagram

Explore the flow by stage

Stage 1: Clarify heating equipment handover information requirements

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 2: Agree CDE upload protocols and naming conventions

Who does what at this stage

Hand-offs at this stage

Decision: How will installation records be captured on site?

Checklist

Option 2.1: Capture records with a phone or tablet app

Who does what at this stage

Hand-offs at this stage

Checklist

Option 2.2: Record on paper and digitise each week

Who does what at this stage

Hand-offs at this stage

Checklist

Option 2.3: Enter records directly in the contractor's CDE app

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 3: Capture on-site equipment details and photographs

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 4: Collate commissioning, compliance and warranty records

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 5: Validate digital handover submissions against acceptance criteria

Who does what at this stage

Hand-offs at this stage

Checklist

Stage 6: Submit completed mechanical records through project CDE

Who does what at this stage

Hand-offs at this stage

Checklist

Evidence for the flow

Key actions

What this role works with

How the scenario unfolds

1Clarify heating equipment handover information requirements

2Agree CDE upload protocols and naming conventions

How will installation records be captured on site?

3Capture on-site equipment details and photographs

4Collate commissioning, compliance and warranty records

5Validate digital handover submissions against acceptance criteria

6Submit completed mechanical records through project CDE

Does the mandate apply?

Ireland – CWMF / Public Works. Applies

Build Digital materials

Supporting materials

Included resources

Included resources

Included resources

Persona and scenario

What success looks like

Open questions

Activity flow diagram

Explore the flow by stage

Stage 1: Clarify heating equipment handover information requirements

Who does what at this stage

Hand-offs at this stage

Stage 2: Agree CDE upload protocols and naming conventions

Who does what at this stage

Hand-offs at this stage

Option 2.1: Capture records with a phone or tablet app

Who does what at this stage

Hand-offs at this stage

Option 2.2: Record on paper and digitise each week

Who does what at this stage

Hand-offs at this stage

Option 2.3: Enter records directly in the contractor's CDE app

Who does what at this stage

Hand-offs at this stage

Stage 3: Capture on-site equipment details and photographs

Who does what at this stage