Above you will find a link to a simple ISO 19650 PDF workflow diagram that explains the “actors” (like the client, architect and contractor), the steps (like tender and appointment) and documents (like the AIR – Asset Information Requirements, EIR – Exchange Information Requirements, and BEP – BIM Execution Plan) involved to support information management in accordance with ISO 19650.
The ISO 19650 workflow includes these 8 steps:
- Assessment and Need
- Invitation to Tender
- Tender Response
- Collaborative Information Production
- Information Model Delivery
- and Project Close-out
For each step certain documents are required (as shown in the diagram).
Inside the Plannerly App you will find simple templates for each supporting document required in order to be ISO 19650 compliant.
Scroll down to download the diagram/images and watch some short VIDEOS describing this important Information Management workflow.
high resolution ISO 19650 WORKFLOW image
ISO 19650 PDF WORKFLOW 👆
6 SHORT VIDEOS EXPLAINING THE ISO 19650 APPOINTMENT WORKFLOW
In the following six short videos we describe the ISO 19650 workflow and share how to use the main documents to become ISO 19650 compliant.
ISO 19650 Workflow Steps Explained (VIDEO 1 of 6)
The very first step in the workflow is for the owner/client/Appointing Party to appoint someone to be the Information Manager.
This Information Manager is responsible for creating the group of documents that summarize the projects “Exchange Information Requirements” (EIR). The EIR become an Invitation to Tender (bidding process with bid documents).
Prospective Lead Appointed Parties (bidders) who are tendering/bidding on the work then respond (inside Plannerly) by answering questions, completing a pre-appointment BIM Execution Plan (Pre-BEP) and mobilization plan.
This occurs with collaborative input from the other potential task teams from the prospective team’s supply chain.
Then the Appointing Party (client) reviews the answers, the capacity and competency of teams and makes an appointment for a Lead Appointed Party (or parties).
For the appointment a Responsibility Matrix, a Master Information Delivery Plan (MIDP) – which is the sum of the task team’s Task Information Delivery Plans (TIDP) – and some other documents are created (see the Appointment step).
The teams then follow the mobilization plan – checking systems and eventually producing the information deliverables for each documented project stage/milestone.
All of these workflow steps are supported by Plannerly with ISO 19650 templates to simplify as much as possible.
The following five videos describe these important steps in more detail.
Invitation To Tender (VIDEO 2 of 6)
To start the “Invitation to Tender” the Appointing Party/client must gather their requirements to inform bidders on what is needed.
These requirements are related to their Organizational Information Requirements (OIR), Project Information Requirements (PIR) and Asset Information Requirements (AIR).
These client requirements all result in the Appointing Party’s Exchange Information Requirements (EIR).
The Exchange Information Requirements must then be shared in the correct way with the right project teams.
This can get challenging when using multiple separate documents, PDFs and emails.
In Plannerly you can do all of this in the same place and get the teams fully integrated into the tender process. You know that the right team gets access to the right documents. Even each small section of a document can even be controlled using the standard ISO 19650 “Work In Progress” (WIP), Shared and Published statuses!
Tender RESPONSE (VIDEO 3 of 6)
Following the Invitation to Tender, each Prospective Team uses Plannerly to answer questions and share their Tender responses.
The Tendering workflow is integrated so that multiple teams can collaborate at the same time however without seeing each other in the platform.
This is a huge improvement over sending the traditional static PDFs.
Prospective teams can even ask questions inside the app and these questions are asked directly on the specific requirements keeping threaded conversations together and focussed.
Consolidating the templates, all of the project requirements and the tender feedback in the same online platform helps to streamline the workflow, reducing many time consuming back-and-forth and cuts waste from the tender process.
APPOINTMENT (VIDEO 4 of 6)
For the ISO 19650 Appointment/Contracting workflow the Lead Appointed Party is selected by the Appointing Party/client to establish the Responsibility Matrix, Task Information Delivery Plans (TIDPs) and Master Information Delivery Plan (MIDP).
Using the Plannerly Scope module teams can visually understand the project milestones/BIM uses, elements, documents and what Level of Information Need is important – all following BS EN 17412-1:2020 standards.
It’s great to have all of this in one database however with Plannerly you can also combine the BIM Execution Plan with each filtered set of Appointment Documents – per appointment.
It’s even simple to create a PDF contract and eSign it in just a few clicks using Plannerly.
MOBILIZE + PRODUCTION OF INFORMATION (VIDEO 5 of 6)
After getting the all of the BIM and Information Management Appointments/Contracts agreed the teams will be more clear on what they will need to deliver.
Now the Lead Appointed Party must mobilize a team, test the systems (like setting up the CDE – Common Data Environment) and make sure that there are no blockers for their delivery teams (the Task Teams).
As team starts to deliver they can filter for their own responsibilities in the scope and make progress updates without having to send email updates to the Lead Appointed Party.
Then a checker can easily verify the Level of Information Need.
With clear and structured requirements the 3D model deliverables, documentation and all associated information can be validated using an automated approach.
Plannerly allows over 80 different model file formats (including IFC, Revit, Navisworks, SketchUp and many others) and also integrates with BIM 360/ACC – the Autodesk Construction Cloud.
The linking of requirements to the deliverable within an integrated verification workflow saves huge amounts of time for BIM teams 🎉
ISO 19650 Workflow Summary (VIDEO 6 of 6)
The ISO 19650 workflow helps the Appointing Party (the client) to define their BIM/project/information requirements and create contract documents using a structured approach.
These requirements receive responses, a selection is made (Appointment) and then teams deliver on the responsibilities.
Sounds so simple.
Well, we tried to make it even more simple with a full set of ISO 19650 templates that are being curated by over 200 BIM teams from around the world.
These ISO 19650 templates can also be localized here if you are interested in seeing them in your language too.
In addition to the videos and main workflow – please also check the other ISO 19650 resources below.
High resolution ISO 19650 workflow images for each step from above:
Templates for OIRs, EIRs, BEPs and more...
Templates for AIRs, TIDPs, MIDPs and more...
eSignature to simplify BIM contracts
Efficient BIM Task Management
Lean BIM Progress Tracking