Guideline for the implementation of Exchange Information Requirements (EIR) and BIM Execution Plans (BEP) on European level based on EN ISO 19650-1 and -2

This document deals with the processes involved in the procurement and delivery of information to planning and construction projects, specifically with exchange information requirement (EIR) and BIM execution plan (BEP), considering the administrative processes. This document takes into account international standards and specifications as well as recommended practice.
This document is relevant for all parties involved in the tendering of information deliverables. Including both those that require and those that deliver the information. The required information can be relevant for all processes in the life cycle such as design, construction, operation and maintenance and end-of-life processes. It applies above all to e.g. client, asset owners/operators, architects, engineer, contractors, subcontractors etc.
This document provides methodology to appointing parties on how to require and agree the right amount, quality and level of information needs.
It is also important for appointed parties to be able to assess the quality of existing EIRs and identify possible over-specification or gaps. Based on this, it is possible to estimate and calculate the necessary effort for data creation.
This document operationalizes the tendering and appointment process of information deliverables as specified in EN ISO 19650-2:2018. This document does not cover all clauses of EN ISO 19650-2:2018. Its main goal is to provide template examples and guidance for all activities conditioning specification of requirements and deliverables in the production of exchange information requirements and BIM execution plan. Specifically, it covers the “shall” and “shall consider” requirements in EN ISO 19650-2:2018, 5.2.1 (EIR), 5.3.2 (pre-appointment BEP) and 5.4.1 (confirmed BEP). For specification of Scope and out of scope see Table 1 (see Annex A for which part of EN ISO 19650-2:2018 is supported by templates).

Leitfaden für die Implementierung von BIM-Ausführungsplänen (BEP, en: BIM Execution Plan) und Austausch-Informationsanforderungen (EIR, en: Exchange Information Requirement) auf europäischer Ebene auf EN ISO 19650-1 und -2 basierend

Guide pour la mise en œuvre des exigences en matière d'échange d'informations (EIR) et de plans d'exécution BIM (BEP) au niveau européen sur la base des normes EN ISO 19650-1 et 2

Le présent document traite des processus mis en œuvre lors de l’acquisition et de la fourniture d’informations dans le cadre de projets de planification et de construction, à l’aide plus particulièrement de l’exigence d’échange d’informations (EIR) et du plan d’exécution BIM (BEP), en tenant compte des processus administratifs. Le présent document prend en considération les Normes et spécifications internationales, ainsi que les pratiques recommandées.
Le présent document se destine à toutes les parties prenant part à un appel d’offres d’informations à livrer, c’est-à-dire à la fois celles qui requièrent les informations et celles qui les délivrent. Les informations requises peuvent être pertinentes pour tous les processus du cycle de vie comme la conception, la construction, l’exploitation et la maintenance, mais également pour les processus de fin de vie. Ainsi, il s’applique avant tout aux maîtres d’ouvrage, propriétaires/exploitants d’actif, architectes, ingénieurs, entrepreneurs, sous-traitants, etc.
Le présent document offre aux parties désignantes une méthodologie pour demander et convenir de la quantité, de la qualité et des niveaux du besoin d’information adéquats.
Il est également important pour les parties désignées d’être en mesure d’évaluer la qualité des EIR existantes et d’identifier toute surspécification ou lacune éventuelle. D’après ces éléments, il est possible d’estimer et de calculer l’effort nécessaire à la création des données.
Le présent document traduit en termes opérationnels le processus d’appel d’offres et de désignation des informations à livrer spécifié dans l’EN ISO 19650-2:2018. Il ne couvre toutefois pas tous les articles de l’EN ISO 19650-2:2018. Son principal objectif est de fournir des exemples de modèles et des recommandations pour toutes les activités qui conditionnent la spécification des exigences et informations à livrer lors de la production d’exigences d’échange d’informations et de plans d’exécution BIM. Il couvre plus particulièrement les exigences contenant les termes « doit » et « doit tenir compte » de l’EN ISO 19650-2:2018, 5.2.1 (EIR), 5.3.2 (BEP pré-désignation) et 5.4.1 (BEP confirmé). Pour la spécification des aspects couverts et non couverts par le domaine d’application, voir le Tableau 1 (voir l’Annexe A pour savoir de quelle partie de l’EN ISO 19650-2:2018 ces modèles relèvent).

Smernica za izvajanje načrtov za izvedbo BIM-pristopa (BEP) in informacijskih zahtev naročnika (EIR) na evropski ravni na podlagi EN ISO 19650-1 in EN ISO 19650-2

General Information

Status
Published
Publication Date
13-Jul-2021
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Start Date
14-Jul-2021
Due Date
01-Jan-2021
Completion Date
14-Jul-2021

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SLOVENSKI STANDARD
01-oktober-2021
Smernica za izvajanje načrtov za izvedbo BIM-pristopa (BEP) in informacijskih
zahtev naročnika (EIR) na evropski ravni na podlagi EN ISO 19650-1 in EN ISO
19650-2
Guideline for the implementation of BIM Execution Plans (BEP) and Exchange
Information Requirements (EIR) on European level based on EN ISO 19650-1 and -2
Leitfaden für die Implementierung von BIM-Ausführungsplänen (BEP, en: BIM Execution
Plan) und Austausch-Informationsanforderungen (EIR, en: Exchange Information
Requirement) auf europäischer Ebene auf EN ISO 19650-1 und -2 basierend
Ta slovenski standard je istoveten z: CEN/TR 17654:2021
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
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

CEN/TR 17654
TECHNICAL REPORT
RAPPORT TECHNIQUE
July 2021
TECHNISCHER BERICHT
ICS 35.240.67; 91.010.01
English Version
Guideline for the implementation of Exchange Information
Requirements (EIR) and BIM Execution Plans (BEP) on
European level based on EN ISO 19650-1 and -2
Guide pour la mise en œuvre des exigences en matière Leitfaden für die Implementierung von BIM-
d'échange d'informations (EIR) et de plans d'exécution Ausführungsplänen (BEP, en: BIM Execution Plan) und
BIM (BEP) au niveau européen sur la base des normes Austausch-Informationsanforderungen (EIR, en:
EN ISO 19650-1 et 2 Exchange Information Requirement) auf europäischer
Ebene auf EN ISO 19650-1 und -2 basierend

This Technical Report was approved by CEN on 30 May 2021. 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
© 2021 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TR 17654:2021 E
worldwide for CEN national Members.

Contents Page
European foreword . 3
1 Scope . 5
2 Normative references . 7
3 Terms and definitions . 7
4 General . 7
4.1 The tendering process of Information delivery . 7
4.2 Invitation to tender . 8
4.3 Tender response . 8
4.4 Appointment . 8
5 Exchange information requirements (EIR) . 9
5.1 General . 9
5.2 Information requirements . 9
5.3 Level of information need . 10
5.4 Acceptance criteria . 10
5.4.1 General . 10
5.4.2 Project's information standard . 11
5.4.3 Project’s information production methods and procedures. 11
5.4.4 Project's reference information and shared resources . 11
5.5 Supporting information . 12
5.6 Project’s information delivery milestones . 12
6 (Pre-appointment) BIM execution plan . 12
6.1 General . 12
6.2 Information management function . 13
6.3 Information delivery strategy . 14
6.3.1 General  . 14
6.3.2 Delivery team’s approach and objectives/goals . 14
6.3.3 Delivery team’s organizational structure and commercial relationships, and
composition of task teams . 15
6.4 Federation strategy . 15
6.5 High-level responsibility matrix . 17
6.6 Project’s information production methods and procedures. 17
6.7 Project’s information standard . 18
6.8 Schedule of software, hardware and IT infrastructure . 18
7 Information management process - Appointment . 19
7.1 General . 19
7.2 BIM execution plan . 20
7.3 Lead appointed party’s exchange information requirements . 20
Annex A (informative) EIR and BEP summaries and templates supporting
EN ISO 19650-2:2018 . 22
Annex B (informative) Project examples . 26
Annex C (informative) Information delivery planning . 45
Annex D (informative) Recommended practice for project’s information standard . 49
Bibliography . 55
European foreword
This document (CEN/TR 17654:2021) has been prepared by Technical Committee CEN/TC 442 “Building
Information Modelling”, 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.
Any feedback and questions on this document should be directed to the users’ national standards body.
A complete listing of these bodies can be found on the CEN website.

Introduction
Reference to EN ISO 19650-1, EN ISO 19650-2 and CEN/TR 17439.
This document aims at applicability across Europe, and provides, especially with regard to the attached
template in Annex A, a lowest common denominator to help responsible parties to capture and deliver
the most relevant information.
Qualified technical decisions are only possible based on quality-ensured information. The conversion of
the project specific needs for information into technical-formal information requirements is a complex
task that requires special skills and needs experience and a standardized procedure. The tendering of
data can be carried out, as described in this guideline, in the form of exchange information requirements
(EIR).
Another central aspect of BIM according to EN ISO 19650-1 and EN ISO 19650-2 is collaborative work.
Early and regular sharing of work, sharing and using information as opposed to files or “electronic paper”
are core elements of BIM and enable the often experienced and described benefits of better
communication, coordination, efficiency, transparency and control. The conventions, processes, rules and
technical support required for this are referenced in the BIM execution plan (BEP) and form the backbone
of information creation.
All exemplary templates in Annex A and examples of use in Annex B can be adapted, either due to specific
requirements of an organization or region. National bodies can develop complementary national annexes
and guidance to EN ISO 19650-2 based on this document.
1 Scope
This document deals with the processes involved in the procurement and delivery of information to
planning and construction projects, specifically with exchange information requirement (EIR) and BIM
execution plan (BEP), considering the administrative processes. This document takes into account
international standards and specifications as well as recommended practice.
This document is relevant for all parties involved in the tendering of information deliverables. Including
both those that require and those that deliver the information. The required information can be relevant
for all processes in the life cycle such as design, construction, operation and maintenance and end-of-life
processes. It applies above all to e.g. client, asset owners/operators, architects, engineer, contractors,
subcontractors etc.
This document provides methodology to appointing parties on how to require and agree the right
amount, quality and level of information needs.
It is also important for appointed parties to be able to assess the quality of existing EIRs and identify
possible over-specification or gaps. Based on this, it is possible to estimate and calculate the necessary
effort for data creation.
This document operationalizes the tendering and appointment process of information deliverables as
specified in EN ISO 19650-2:2018. This document does not cover all clauses of EN ISO 19650-2:2018. Its
main goal is to provide template examples and guidance for all activities conditioning specification of
requirements and deliverables in the production of exchange information requirements and BIM
execution plan. Specifically, it covers the “shall” and “shall consider” requirements in
EN ISO 19650-2:2018, 5.2.1 (EIR), 5.3.2 (pre-appointment BEP) and 5.4.1 (confirmed BEP). For
specification of Scope and out of scope see Table 1 (see Annex A for which part of EN ISO 19650-2:2018
is supported by templates).
Table 1 — Scope of documentation covered in this document according to EN ISO 19650-2:2018
clause reference
Invitation to tender Tender response Appointment
EIR pre-appointment BEP BEP
5.2.1 Appointing party’s exchange 5.3.2 Delivery team’s 5.4.1 Confirm the
information requirements (pre-appointment) BIM delivery team’s BIM
execution plan execution plan
a) information requirement
a) information 5.4.3 lead appointed
b) level of information need
management party’s exchange
c) acceptance criteria
functions information
d) supporting information
requirements
b) information
e) information delivery dates
delivery strategy
c) federation strategy
d) high-level
responsibility
matrix
e) project’s
information
production
methods and
procedures
f) project’s
information
standard
g) schedule of
software
5.2.4 Invitation to tender 5.3.7 The delivery 5.4.6 Lead appointed
information team’s tender response party’s appointment
documents
− the relevant reference − capability and
information and shared capacity 5.4.7 Appointed party’s
resources (within the project’s assessment appointment
common data environment) summary documents
− the tender response − mobilization plan
requirements and evaluation
− information
criteria (if
...

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