Guidance on how to implement EN ISO 19650-1 and -2 in Europe

The scope of this guidance is deliberately restricted only to refer to EN ISO 19650-1 and -2, highlighting and describing the manner in which to use it -and not extending or contradicting the scope and content of the standard  The document aims simply to provide minimum supporting text to achieve a basic understanding and ability to implement EN ISO 19650-1 and -2. In each country, each client, each team can use this guidance to provide the best response to information management in each project.  
This document explains the terms and definitions, explains the concepts and principles and how to use them, and gives typical examples with clear explanations.
It should be noted that in this guidance, Information Management is considered as a part of the Project Management.
This guidance is intended to demonstrate how the standard works at European level, which is neutral, agnostic, and applicable to any of the following circumstances:
-   the nature of contracts: e. g. public; private, alliances, global, partnership,
-   the actors' functions: e. g. through the programming, design, construction phases, from small agencies, SMEs to large firms, large companies,
-   the types of works: e. g. simple, complex, new, rehabilitated, housing, infrastructure.

Anleitung zur Umsetzung von EN ISO 19650-1 und 2 in Europa

Der Anwendungsbereich dieser Anleitung ist bewusst beschränkt und bezieht sich nur auf EN ISO 19650 1 und EN ISO 19650 2, wobei die Art und Weise der Anwendung hervorgehoben und beschrieben und nicht der Anwendungsbereich und der Inhalt der Norm erweitert werden oder in Widerspruch dazu stehen. Das Dokument soll lediglich ein Mindestmaß an unterstützendem Text liefern, um ein grundlegendes Verständnis und die Fähigkeit zur Umsetzung von EN ISO 19650 1 und EN ISO 19650 2 zu ermöglichen. In jedem Land kann jeder Kunde und jedes Team diese Anleitung nutzen, um in jedem Projekt die optimale Vorgehensweise für das Informationsmanagement zu ermitteln.
In diesem Dokument werden die Begriffe erläutert, die Konzepte und Grundsätze und ihre Anwendung erklärt und typische Beispiele mit klaren Erläuterungen angeführt.
Es sollte beachtet werden, dass in dieser Anleitung das Informationsmanagement als Teil des Projekt-managements betrachtet wird.
Diese Anleitung soll zeigen, wie die Norm auf europäischer Ebene funktioniert, die neutral, agnostisch und auf jede der folgenden Gegebenheiten anwendbar ist:
- die Art der Verträge: z. B. öffentlich, privat, Allianzen, global, Partnerschaft;
- die Funktionen der Akteure: z. B. durch die Phasen der Programmierung, des Entwurfs, des Baus, von kleinen Agenturen, KMUs bis hin zu großen Firmen, Großunternehmen;
- die Art der Arbeiten: z. B. einfach, komplex, neu, saniert, Wohnungsbau, Infrastruktur.

Document d’orientation pour la mise en oeuvre des normes EN ISO 19650-1 et -2 en Europe

Le domaine d’application du présent document d’orientation se borne volontairement à se référer uniquement aux normes EN ISO 19650 1 et EN ISO 19650 2, en mettant en exergue et en décrivant la façon de les utiliser. Il n’étend pas ni ne contredit le domaine d’application et le contenu de ces normes. Le présent document vise simplement à fournir un texte de support minimal pour parvenir à une compréhension de base et permettre la mise en œuvre des normes EN ISO 19650 1 et EN ISO 19650 2. Dans chaque pays, chaque maître d’ouvrage ou équipe peut utiliser le présent document d’orientation pour apporter la meilleure réponse à la gestion de l’information au sein de chaque projet.
Le présent document explique les termes et définitions ainsi que les concepts et principes sous jacents, leur utilisation, et donne des exemples types avec des explications claires.
Il convient de noter que dans le présent document d’orientation, la gestion de l’information est considérée comme faisant partie intégrante de la gestion de projet.
Le présent document d’orientation est destiné à démontrer le fonctionnement, au niveau européen, de la norme qui est neutre, agnostique et applicable à l’une quelconque des circonstances suivantes :
—   la nature des contrats : par exemple publics, privés, alliances, mondiaux, partenariats ;
—   les fonctions des acteurs : par exemple lors des phases de programmation, de conception et de construction, des petites agences et PME jusqu’aux grandes firmes et grandes sociétés ;
—   les types de travaux : par exemple constructions simples, complexes ou neuves, travaux de réhabilitation, logements, infrastructures.

Navodila za izvajanje EN ISO 19650-1 in EN ISO 19650-2 v Evropi

General Information

Status
Published
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Due Date
10-Jun-2020
Completion Date
10-Jun-2020

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SLOVENSKI STANDARD
SIST-TP CEN/TR 17439:2020
01-oktober-2020
Navodila za izvajanje EN ISO 19650-1 in EN ISO 19650-2 v Evropi
Guidance on how to implement EN ISO 19650-1 and -2 in Europe
Anleitung zur Umsetzung der EN ISO 19650-1 und -2 in Europa
Conseils sur la mise en oeuvre des normes EN ISO 19650-1 et -2 en Europe
Ta slovenski standard je istoveten z: CEN/TR 17439:2020
ICS:
35.240.67 Uporabniške rešitve IT v IT applications in building
gradbeništvu and construction industry
91.010.01 Gradbeništvo na splošno Construction industry in
general
SIST-TP CEN/TR 17439:2020 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST-TP CEN/TR 17439:2020
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SIST-TP CEN/TR 17439:2020
CEN/TR 17439
TECHNICAL REPORT
RAPPORT TECHNIQUE
June 2020
TECHNISCHER BERICHT
ICS 35.240.67; 91.010.01
English Version
Guidance on how to implement EN ISO 19650-1 and -2 in
Europe

Document d'orientation pour la mise en oeuvre des Anleitung zur Umsetzung der EN ISO 19650-1 und -2 in

normes EN ISO 19650-1 et -2 en Europe Europa

This Technical Report was approved by CEN on 8 December 2019. It has been drawn up by the Technical Committee CEN/TC

442.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,

Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,

Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and

United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TR 17439:2020 E

worldwide for CEN national Members.
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Contents Page

European foreword ....................................................................................................................................................... 4

Introduction .................................................................................................................................................................... 5

1 Scope .................................................................................................................................................................... 6

2 Normative references .................................................................................................................................... 6

3 Terms and definitions ................................................................................................................................... 6

4 Symbols and abbreviations ......................................................................................................................... 7

5 Explanation of vocabulary ........................................................................................................................... 7

5.1 Appointment, appointing and appointed parties ................................................................................ 7

5.1.1 Appointment ..................................................................................................................................................... 7

5.1.2 Appointing party ............................................................................................................................................. 7

5.1.3 Appointed party ............................................................................................................................................... 8

5.2 Information requirements ........................................................................................................................... 8

5.2.1 Introduction ...................................................................................................................................................... 8

5.2.2 Information Requirement (IR) ................................................................................................................... 8

5.2.3 Exchange Information Requirements (EIR) .......................................................................................... 9

5.2.4 Task Information Requirements (TIR) ................................................................................................... 9

5.3 BIM Execution Plan (BEP) ............................................................................................................................ 9

5.4 Information Delivery Plans ......................................................................................................................... 9

5.5 Information model ....................................................................................................................................... 10

5.6 Information container ................................................................................................................................ 10

5.7 Federation....................................................................................................................................................... 11

5.8 Common data environment (CDE) ......................................................................................................... 11

6 Explanation of concepts and principles ............................................................................................... 11

6.1 Appointment, appointing and appointed parties ............................................................................. 11

6.2 Information management function ....................................................................................................... 12

6.3 Information delivery ................................................................................................................................... 13

6.4 Information checking during information exchange ...................................................................... 14

6.5 Flexibility in how the different parties and teams may be set up to enable

information delivery according to EN ISO 19650 ............................................................................. 15

6.6 Families of information requirements and information models................................................ 16

6.7 Level of Information Need......................................................................................................................... 18

6.8 Federation strategy ..................................................................................................................................... 18

6.9 How to implement Task Information Delivery Plan (TIDP) and Master Information

Delivery Plan (MIDP) .................................................................................................................................. 19

6.10 Common Data Environment ..................................................................................................................... 20

6.11 Collaborative production of information ............................................................................................ 21

6.12 Information delivery cycle ........................................................................................................................ 22

7 Explanation of EN ISO 19650-2 process ............................................................................................... 25

7.1 Concept of process ....................................................................................................................................... 25

7.2 Scalability to small and medium projects ........................................................................................... 26

7.3 Illustration of different aspects of EN ISO 19650-2 process using a number of

different scenarios ....................................................................................................................................... 27

7.3.1 The client (as the appointing party) and the supply chain are aware and motivated

and use EN ISO 19650 ................................................................................................................................. 27

7.3.2 The client is not aware of/or does not use EN ISO 19650 i.e. How to implement

without client participation ..................................................................................................................... 27

7.3.3 The appointing party is not the client .................................................................................................. 27

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7.3.4 The delivery team is either a small and simple structure or a large and complex

structure but is delivering a similar project ....................................................................................... 28

7.3.5 Explanation of the EN ISO 19650-2 process: The delivery team will continue through

to operation and maintenance ................................................................................................................. 31

7.4 The project is mid - size and EN ISO 19650 is used for optimizing costs and the

delivery phase ................................................................................................................................................ 33

8 Examples of implementing the EN ISO 19650-2 process ................................................................ 34

8.1 Introduction.................................................................................................................................................... 34

8.2 The supply chain is not aware of/or does not use EN ISO 19650 ................................................ 34

8.2.1 Introduction.................................................................................................................................................... 34

8.2.2 The collaboration with Building Information Models ..................................................................... 35

8.2.3 Appointing the parties in the digital collaboration .......................................................................... 37

8.2.4 Planning the digital collaboration .......................................................................................................... 39

8.2.5 Collaborative production of information and construction .......................................................... 41

8.2.6 Project close-out and handover ............................................................................................................... 42

8.3 The project is complex with a range of different stakeholders and demanding

schedules with a multiple delivery teams ........................................................................................... 43

8.3.1 Introduction.................................................................................................................................................... 43

8.3.2 The digital capability and capacity......................................................................................................... 44

8.3.3 Description of project to design a public access building for the appointing party’s

overall rail improvement programme, following the Information management

process during the delivery phase of assets from EN ISO 19650-2 ............................................ 44

8.3.4 Summary .......................................................................................................................................................... 50

8.4 The project is small and straight forward and EN ISO 19650 seems too much effort ......... 50

8.4.1 First example of Implementing the EN ISO 19650-2 process: The project is small and

straight forward and EN ISO 19650 seems too much effort .......................................................... 50

8.4.2 Second example of Implementing the EN ISO 19650-2 process: The project is small

and straight forward and EN ISO 19650 seems too much effort.................................................. 55

8.5 Example of Implementing the EN ISO 19650-2 process: CDE-scenario demonstrating

the spatial coordination of information models with other information models

existing within the infrastructure Project’s Common Data Environment (CDE) ................... 60

8.5.1 Introduction.................................................................................................................................................... 60

8.5.2 The collaborative production of Information Models in the Common Data

Environment (CDE) ...................................................................................................................................... 60

8.5.3 Collaborative production of information and construction .......................................................... 62

8.5.4 Project close-out and handover ............................................................................................................... 63

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European foreword

This document (CEN/TR 17439:2020) has been prepared by Technical Committee CEN/TC 442 “Building

Information Modelling (BIM)”, the secretariat of which is held by SN.

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CEN shall not be held responsible for identifying any or all such patent rights.

This document is intended to be a supporting document to the EN ISO 19650-1 and EN ISO 19650−2. It

is the CEN guidance on how to implement the EN ISO 19650-1 and EN ISO 19650−2. The aim is to create

a common understanding in digital collaboration according to EN ISO 19650-1 and EN ISO 19650−2

within the industry across Europe by fulfilling the following objectives:

— having a framework appropriate and adaptable across Europe for implementation according to

EN ISO 19650-1 and EN ISO 19650−2,

— delivering interpretation of EN ISO 19650-1 and EN ISO 19650−2 commonly applied and consistent

across Europe.
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Introduction

It is important that this guidance is used as a supporting document to the original EN ISO 19650-1 and

EN ISO 19650−2 documents when implementing the standards. However, this guidance has been

prepared so that it can be read also as a standalone document to understand the principles of

EN ISO 19650−1 and EN ISO 19650−2.

This guidance does not seek to duplicate, contradict or extend the meaning of EN ISO 19650-1 and

EN ISO 19650−2.

This guidance helps to describe the journey to a good digital collaboration based on the EN ISO 19650-1

and EN ISO 19650−2 standards, which are targeted at the whole of the built environment included

infrastructure as well as buildings. It describes some of the key parts of the journey to establish a common

understanding of the digital collaboration. The detailed description of how to achieve this is described in

the EN ISO 19650-1 and EN ISO 19650−2 standards.

The principle of EN ISO 19650-1 and EN ISO 19650−2 standards is a pragmatic approach to allow all

involved parties to collaborate on information management using building information modelling for

projects and built assets as efficiently as possible. There should also be benefits relating to quality from

applying the principle of EN ISO 19650-1 and EN ISO 19650−2.

The first section (Clause 5 and Clause 6) of the guidance provides a description of what the key elements

of the EN ISO 19650−1 and EN ISO 19650−2 standards are. The second section (Clause 7) explains the

EN ISO 19650−2 process, and the examples of Clause 8 are available for European market.

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1 Scope

The scope of this guidance is deliberately restricted only to refer to EN ISO 19650-1 and EN ISO 19650−2,

highlighting and describing the manner in which to use it – and not extending or contradicting the scope

and content of the standard. The document aims simply to provide minimum supporting text to achieve

a basic understanding and ability to implement EN ISO 19650-1 and EN ISO 19650−2. In each country,

each client, each team can use this guidance to provide the best response to information management in

each project.

This document explains the terms and definitions, explains the concepts and principles and how to use

them, and gives typical examples with clear explanations.

It should be noted that in this guidance, Information Management is considered as a part of the Project

Management.

This guidance is intended to demonstrate how the standard works at European level, which is neutral,

agnostic, and applicable to any of the following circumstances:
— the nature of contracts: e.g. public; private, alliances, global, partnership,

— the actors' functions: e.g. through the programming, design, construction phases, from small

agencies, SMEs to large firms, large companies,

— the types of works: e.g. simple, complex, new, rehabilitated, housing, infrastructure.

2 Normative references

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments) applies.

EN ISO 12006−2, Building construction — Organization of information about construction works — Part

2: Framework for classification (ISO 12006-2)

EN ISO 12006−3, Building construction — Organization of information about construction works — Part

3: Framework for object-oriented information (ISO 12006-3)

EN ISO 19650-1:2018, Organization and digitization of information about buildings and civil engineering

works, including building information modelling (BIM) — Information management using building

information modelling — Part 1: Concepts and principles (ISO 19650-1:2018)

EN ISO 19650-2:2018, Organization and digitization of information about buildings and civil engineering

works, including building information modelling (BIM) — Information management using building

information modelling — Part 2: Delivery phase of the assets (ISO 19650-2:2018)
3 Terms and definitions

For the purposes of this document, the terms and definitions given in EN ISO 19650-1 and

EN ISO 19650-2 and the following apply.

ISO and IEC maintain terminological databases for use in standardization at the following addresses:

— IEC Electropedia: available at http://www.electropedia.org/
— ISO Online browsing platform: available at http://www.iso.org/obp
NOTE Only necessary supplement terms for this guidance are listed below.
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3.1
task information requirement
TIR
information requirement in relation to task team
4 Symbols and abbreviations
No symbols and abbreviations are listed in this document.
5 Explanation of vocabulary
5.1 Appointment, appointing and appointed parties
5.1.1 Appointment
EN ISO 19650-1:2018, 3.2.2:

appointment: “agreed instruction for the provision of information concerning works, goods or services

Note 1 to entry: This term is used whether or not there is a formal appointment between the parties.”

Proper understanding of these terms requires consideration of them as a group and also collectively with

the terms “BIM Execution Plan (BEP)” and “Exchange Information Requirements (EIR)”. Fuller

understanding will be achieved through review of Clause 6, Explanation of Concepts and Principles.

Within the context of EN ISO 19650, appointment is used at the level of the appointing party with the lead

appointed party and its delivery team, wherein Exchange Information Requirements (EIR) are provided

and a BIM Execution Plan (BEP) is provided in response. The agreed instruction will be cascaded to the

appointed parties by the lead appointed party.

For a fuller explanation of what is an appointment, refer to 6.1 of this document and

EN ISO 19650-1:2018, 5.1.
5.1.2 Appointing party
EN ISO 19650-1:2018, 3.2.4:

appointing party: “receiver of information concerning works, goods or services from a lead appointed

party

Note 1 to entry: In some countries the appointing party might be termed client, owner or employer but the

appointing party is not limited to these functions.

Note 2 to entry: This term is used whether or not there is a formal appointment between the parties.”

In the context of EN ISO 19650, an appointing party has specific information requirements which the

party seeks to fulfil by providing clear requests via appointments of appropriate suppliers which set out

what, how and when information should be provided.

For a fuller explanation of what is an appointing party, refer to 6.1 of this document and

EN ISO 19650-1:2018, 5.1.
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5.1.3 Appointed party
EN ISO 19650-1:2018, 3.2.3:
appointed party: “provider of information concerning works, goods or services

Note 1 to entry: A lead appointed party should be identified for each delivery team, but this might be the same

organization as one of the task teams.

Note 2 to entry: This term is used whether or not there is a formal written appointment in place."

An appointed party is part of a delivery team which is collectively responding to and delivering specific

information requirements allocated to that delivery team by an appointing party. This delivery team may

be comprised of a number of appointed parties, with a lead appointed party assigned to achieve overall

coordination of information production and delivery and will work to an agreed delivery plan (see 5.3,

BIM Execution Plan).

For a fuller explanation of what is an appointed party and lead appointed party, refer to 6.1 of this

document and EN ISO 19650-1:2018, 5.1.
5.2 Information requirements
5.2.1 Introduction

Information requirements exist throughout the life cycle and shall be specified to ensure that all decisions

are well supported and well informed, at the right times and to the right people to allow efficient delivery

and running of individual facilities, and ultimately integrated, smart infrastructure, cities and

communities. The information requirements specify what information the organization requires (e.g.

how many customers a particular facility is required to support to meet its business objectives) – the

Organizational Information Requirements (OIR); what information is required during the running of the

asset (e.g. how many spare parts are required at what time to keep the facility running) – the Asset

Information Requirements (AIR); what information is required to deliver the overall project (e.g. when

will all parts of the facility/infrastructure be ready for commissioning, and go live, at what cost) – the

Project Information Requirements (PIR); and what information is needed from each delivery

team/appointed party (e.g. what parts are required to construct this particular element of the facility) –

the Exchange Information Requirements (EIR).

The appointed party responds to the Exchange Information Requirements (EIR) through development

and implementation of the BIM Execution Plan (BEP) (see 5.3) which enables delivery of the required

information as set out in a Master Information Delivery Plan (MIDP) (see 5.4) which brings together the

contributions of each task team as set out in the Task Information Delivery Plans (TIDP) (see 5.4).

5.2.2 Information Requirement (IR)

The umbrella term “Information Requirement (IR)” indicates a clear description of the information

required to support a decision. An Information Requirement is usually related to a specific question(s)

concerning organizational objectives, operation of an asset, delivery of an asset, or in relation to a specific

appointment. The nature of the question helps to inform what information is needed, who will need to

understand it, when it will be needed, and how it should be provided. It should also help to inform the

framework for the level of information need.
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5.2.3 Exchange Information Requirements (EIR)

The Exchange Information Requirements (EIR) bring together all the information required from a specific

appointment to support decision which may be at an organization asset or project level as explained in

5.2.1 above. Exchange Information Requirements (EIR) are set out in such a way that the appointed party

can respond through the BIM Execution Plan (BEP) in a clear and direct manner allowing for robust

acceptance criteria to be developed, and in accordance with the plan of information exchange as Master

Information Delivery Plan (MIDP).
5.2.4 Task Information Requirements (TIR)

It should be noted that it is most likely that appointed parties within a delivery team will have their own

information requirements to fulfil their task – and this is recognized within EN ISO 19650. This may be

described as Task Information Requirements (TIR) for convenience, although not specifically referenced

as such in EN ISO 19650.
5.3 BIM Execution Plan (BEP)
EN ISO 19650-2:2018, 3.1.3.1:

BIM execution plan (BEP): “plan that explains how the information management aspects of the

appointment will be carried out by the delivery team

Note 1 to entry: The pre-appointment BIM execution plan focuses on the delivery team’s proposed approach to

information management, and their capability and capacity to manage information.”

A BIM Execution Plan (BEP) is the response of a delivery team to the Exchange Information Requirements

(EIR) of an appointment. It provides the framework that sets out how the appointed parties will work

together as a delivery team, to enable delivery of the information in response to the Exchange Information

Requirements (EIR).

This captures what, when and how exchange of information is organized between task teams within a

delivery team to enable them to develop the information required by the Exchange Information

Requirements (EIR). The Master Information Delivery Plan (MIDP) can then be directly compared with

the Exchange Information Requirements (EIR) to ensure complete matching of deliverables with the

information required.

The BIM Execution Plan (BEP) is developed in two steps, first before the appointment, the second to

confirm and to update if necessary after the appointment. During the second step associated to the BEP,

a Master Information Delivery Plan (MIDP) is developed.

Within this guidance the requirements for information by a task team as described here is referred to as

Task Information Requirements (TIR). The content of BIM Execution Plans (BEP) is described in

EN ISO 19650-2:2018, 5.3.2.

For a fuller explanation of what is an appointed party and lead appointed party, refer to 6.1 of this

document and EN ISO 19650-1:2018, 5.1
5.4 Information Delivery Plans
Task Information Delivery Plan (TIDP), Master Information Delivery Plan (MIDP)
EN ISO 19650-2:2018, 3.1.3.3:

master information delivery plan (MIDP): “plan incorporating all relevant task information delivery

plans”
EN ISO 19650-2:2018, 3.1.3.4:

task information delivery plan (TIDP): “schedule of information containers and delivery dates, for a

specific task team”
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A Task Information Delivery Plan (TIDP) is prepared by each task team to identify each of the information

deliverables it is responsible for and how they will be managed within their delivery team. A Master

Information Delivery Plan (MIDP) is prepared by each lead appointed party bringing together all of the

Task Information Delivery Plans (TIDP) within their delivery team and resolving any conflicts, or

omissions. The Master Information Delivery Plan (MIDP) could be considered as a part of the BIM

Execution Plan (BEP) and should fulfil delivery of the complete information to the appointing party as

required by the Exchange Information Requirements (EIR). Therefore, the Master Information Delivery

Plan (MIDP) can be used to check that there is a complete match of the information delivered with that

specified in the Exchange Information Requirements (EIR).

NOTE 1 Where the delivery team is small and there is only a single task team, the process of developing a Master

Information Delivery Plan (MIDP) will be more straightforward than described by the standard as it will not require

the compilation of a number of Task Information Delivery Plans (TIDP).

NOTE 2 It can become apparent, when the lead appointed party reviews the Task Information Delivery Plans

(TIDP), that specific Task Information Requirements (TIR) can only be fulfilled by the appointing party, or by

another delivery team. In this case, the lead appointed party is expected to have a dialogue with the appointing party

to establish how this can be accomplished.
5.5 Informat
...

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