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

BIM Execution Plans (BEP) and Exchange Information requirements (EIR) are central complementary documents for the definition of information requirements and how to process them in collaborative BIM environments.
Where EIR defines the Exchange information requirements of an appointing party and BEP – the BIM execution Plan – is the plan how to fulfill these requirements by the appointed parties.
This work item will
•   examine and explain the demands for Exchange Information Requirements (EIR) and BIM execution Plans (BEP) based on EN/ISO 19650-1 and -2.
•   Provide guidance for the implementation of EIR and BEP
•   Provide templates for the creation of EIR and BEP

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 d’orientation traite des processus mis en œuvre lors de la passation de marché et de la livraison d’informations dans le cadre de la planification et de projets 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 d’orientation 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 à 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 d’orientation 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. Le présent rapport ne couvre cependant 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 des livrables 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
08-Sep-2021
Current Stage
6060 - National Implementation/Publication (Adopted Project)
Start Date
26-Aug-2021
Due Date
31-Oct-2021
Completion Date
09-Sep-2021

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SLOVENSKI STANDARD
SIST-TP CEN/TR 17654:2021
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
SIST-TP CEN/TR 17654:2021 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 17654:2021
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SIST-TP CEN/TR 17654:2021
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.
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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

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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.
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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.
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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).
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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 applicable)
delivery risk
− the project’s information assessment
standard and (within the
project’s common data
environment)
− the project’s information
production methods and
procedure (within the project’s
common data environment)
− the project’s information
protocol
Out of scope In scope
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Invitation to tender Tender response Appointment
EIR pre-appointment BEP BEP
5.1.4 Project’s information 5.4.2 Delivery team’s
standard examples in Annex D in detailed responsibility
this document matrix
5.4.4 Task information
delivery plan(s)
5.4.5 Master
information delivery
plan
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 17412-1:2020, Building Information Modelling - Level of Information Need - Part 1: Concepts and

principles

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 following terms and definitions apply: the terms and definitions

given in EN ISO 19650-1:2018, EN ISO 19650-2:2018.

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

— IEC Electropedia: available at https://www.electropedia.org/
— ISO Online browsing platform: available at https://www.iso.org/obp
4 General
4.1 The tendering process of information delivery

The workflow for appointing information deliverables as described in EN ISO 19650-2:2018 is as follows

(see Figure 1):
1) Invitation to tender.
2) Tender response.
3) Appointment.
Out of scope although
included in Annexes
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4.2 Invitation to tender

The appointing party establishes exchange information requirements (EIR) for each lead appointed party

appointment, considering, where appropriate, the organizational information requirements (OIR), asset

information requirements (AIR) and project’s information requirements (PIR) (see

EN ISO 19650-1:2018, 5.1, Figure 2 and explanations in EN ISO 19650-1:2018, 5.2 to 5.7). The

requirements for the EIR are specified in EN ISO 19650-2:2018, 5.2.1. An EIR is made available for all

prospective lead appointed parties being invited to tender for an appointment.
4.3 Tender response

The prospective lead appointed parties respond to the EIR with a BIM execution plan (pre-appointment).

The minimal requirements to the pre-appointment BIM execution plan are specified in

EN ISO 19650-2:2018, 5.3.2.
4.4 Appointment

When the lead appointed party is selected, the lead appointed party confirms the BIM execution plan and

provides a defined set of information about the execution of the deliverables within the scope of their

appointment. The minimal requirements to the appointment BIM execution plan are specified in

EN ISO 19650-2:2018, 5.4. The detailing of the (pre-appointment) BIM execution plan depends on the

project specific tendering process. If more than one lead appointed party is appointed, the collaborative

aspects of the BIM execution plan cannot always be specified prior to appointment. It should be amended

in the master information delivery plan (MIDP) and the task information delivery plan (TIDP) as part of

the process establishing the appointment.
NOTE 1 The project team can include one or more lead appointed parties.

NOTE 2 The lead appointed party represents one or more appointed parties. When the appointed only

represents one appointed party they are usually the same company with two different functions.

Key
1 tendering process – pre-appointment
1.1 invitation to tender, EIR, guidance in Clause 5
1.2 tender response, pre-appointment BEP, guidance in Clause 6
2 appointment
2.1 appointment, BEP, guidance in Clause 7
A appointing party
B lead appointed party
Figure 1 — The two responsible parties in the pre-appointment process
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The shades (black and grey) of the parties in Figure 1 are also used in Annex B, example 2 template

heading to signal whether the information should be provided by the appointing party or the lead

appointed party. This is only as an example on graphical layout.

This document provides examples of templates supporting each set of information to be established by

both the appointing party, lead appointed party and appointed parties. For examples on how to use this

document, refer to Annex B.
5 Exchange information requirements (EIR)
5.1 General

This Clause provides guidance on how to provide required information, according to

EN ISO 19650-2:2018, 5.2.1. See Table 2 for where to find information in EN ISO 19650-1,

EN ISO 19650-2 in this document and in Annex A.

Table 2 — Mapping table for requirements in EN ISO 19650-2:2018, 5.2.1 and template examples

in this document's Annex A
Template
EN ISO 19650-1:2018, EN ISO 19650-2:2018, Clause in this
number in
clauses Clause 5.2.1 document
Annex A
5.5 Exchange information Table A.1 and
Information requirements 5.2
requirements (EIR) Table A2
11.2 Level of information
Level of information need 5.3 Table A.1
need
Acceptance criteria 5.4 Table A.1
Supporting information 5.5 Table A.1
Information delivery dates 5.6 Table A.1
NOTE 1 The project team can include one or more lead appointed parties.

The appointing party establishes the exchange information requirements by listing all applicable

information requirements for the specific appointment. The exchange information requirements are

provided to the potential lead appointed parties.
5.2 Information requirements

The information requirements can state what, when, how produced, and for whom the information is

needed. The information requirements are organizational (OIR), asset (AIR) or project (PIR) and

exchange (EIR) information requirements. It is recommended that the OIR, AIR or PIR, that the EIR is

derived from, are also included in the invitation to tender sent to each prospective lead appointed party,

but this is not mandatory.

Informing each lead appointed party why the information is needed will allow them to innovate in the

method of information production and delivery for the appointing party’s business needs. Stating what

is needed helps each appointed party to focus on the deliverables that the appointing party knows they

need.

Information requirements should be a description of the purpose for organizational objectives, operation

of an asset or delivery of an asset. The information requirement should be referenced between the EIR

and the OIR, AIR and PIR so they can be tracked in other project documentations e.g. BEP.

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For example, template on how information can be provided see Table A.1 and A.2. For project examples

see Table B.1 and Table B.2, Figure B.2 and Figure B.3.

The “When” can be referenced to a trigger event or date based on the information delivery milestones

(EN ISO 19650-2:2018, 5.1.3).

The “How” can be referenced to the project’s information standard (EN ISO 19650-2:2018, 5.1.4) or the

project’s information production methods and procedures (EN ISO 19650-2:2018, 5.1.5).

EXAMPLE At the start of operations, the end-user wants to know how to manage the new asset on a day by

day basis. For more information on defining information requirements refer to EN 17412-1 and EN ISO 29481-1

format.
5.3 Level of information need

The level of information need is a framework which defines the extent and granularity of information.

They should be defined by different concepts: geometrical information, alphanumerical information, and

documentation.

Stating the level of information need helps the appointed party to produce only what is needed and saves

time from over or underproduction of information.

Level of information need describes the quality, quantity, and granularity of the information delivery

exchange during each appointment. This is to be done by describing first the purpose of the required

information, when the information is required, by whom and to which object within the breakdown

structure it is associated.

The project’s information standard includes the method to assign the level of information need for the

appointment (EN ISO 19650-2:2018, 5.1.4 c)).

The method of assignment the level of information need should follow the concepts and principles of

EN 17412-1.

EXAMPLE Geometrical information: For facility management purposes: Detail: a boiler can be simplified and

reduced to a box including the volume of the operational space, Dimensionality: 3D, Location: Absolute, against a

reference, Appearance: Cubic volume expressing the boilers outer dimensions and required access for connections

and service access, Parametrical behaviour: None; Alphanumerical information: Identification: Type name,

classification, codification, index, Information content: Type, power, capacity, connections etc.; Documentation: To

get approval of proposed design solutions, e.g. with technical requirements.

A specification of level of information need according to EN 17412-1 will usually not fit into a template

as the examples in Annex A. The level of information need can be specified in a separate documentation

with reference in a table.

For more information on defining level of information need refer to EN ISO 19650-1:2018, 11.2,

EN 17412-1 and CEN/TR 17439:2020, 6.7.
5.4 Acceptance criteria
5.4.1 General

The acceptance criteria are the conditions used to check that the information is delivered in the correct

way, not that the contents of the information are correct. Failing to meet the predetermined conditions

will lead to the information delivery being rejected.

Acceptance criteria can refer to but be more specific than the project’s information standard, the project’s

information production methods and procedures and reference information or shared resources.

The acceptance criteria are used to ensure that deliverables are compliant with the information

requirements.
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5.4.2 Project's information standard

The project’s information standard describes project-specific criteria to support the consistency and

exchange of information required for the project. When establishing the project’s information standard,

the following should be considered: Requirements to level of information need, the use of open BIM

standards, the means of structuring and classifying information, information formats needed for further

use of information in later project phases and for asset operation etc.

These considerations ensure that meaningful, reliable and consistent data are provided by the project.

This information is the basis for informed decision-making.

They should prescribe what is required for information exchanges, how information is structured and

classified, how to assess if the information is to the correct level of information need, and how the

information will be used in operation, including who will be using the information if this is known. The

project’s information standard should not specify the methodology for the production of project’s

information. All information should conform to the project's information standard before changing status

in the CDE.

EXAMPLE Acceptance criteria can be stated in the EIR or reference by URL to the documentation that defined

the criteria. LinearUnits: Millimetres, AreaUnits: Squaremetres, VolumeUnits: Cubicmetres, CurrencyUnit: Euros; URL

link [Project Standard Units]

For more information, refer to EN ISO 19650-1:2018, 11.3. Information quality and for a recommended

practice for model, object naming and user-defined properties as part of appointing party's project's

information standard see Annex D.
5.4.3 Project’s information production methods and procedures

Project's information production methods and procedures define the approaches and techniques the

appointed party uses to create, manage and approve information. This may include requirements to

information exchange processes, data security management, quality assurance procedures and other use

cases involving information exchanges etc. This may also include the security or distribution of

information.

They should define the most effective and efficient way to complete tasks. Information production by

these methods and procedures should automatically be to the required standard for the project and

ensure consistency of information.

Project's information production methods and procedures should as much as possible be developed in a

collaborative manner. The appointed parties are required to describe their intended methods and

procedures for the project. They should be repeatable and scalable.

EXAMPLE A protocol for security classification of information deliverables. As information production methods

and procedures are most likely organizational proprietary documentation a URL could be the most suitable method

of specifying this information. URL link [Check, Review, and Approval process map]

5.4.4 Project's reference information and shared resources

Project's reference information and shared resources are existing information that should be used or

referred to by the appointed parties when producing the information deliverables. The appointing party

should make available all existing or predefined information as detailed by the appointment.

By sharing its reference information and shared resources the appointing party will remove redundant

work recreating existing information, templates or libraries and ensure the new information is created

to the correct standard. This can be referenced to existing asset information e.g. utilities underground

layouts.
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EXAMPLE A pre-existing asset floorplan. As reference information and shared
...

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