BIM and the Tendering Process

BIM and the Tendering Process

In the context of the ISO 19650 series

Introduction

BIM Lead (Manager) at STW Architects IRL & UK

Architectural Technologist

Certified BIM project manager 086-1729007

[email protected]

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Some past BIM projects

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Timeline Managing information through the whole lifecycle of buildings & infrastructure

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BIM Standards

BS1192-2007

PAS1192-2: 2013 BS EN ISO19650-2

BS EN ISO19650-1

Wit

hd

raw

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PD EN ISO19650-0

Q1

2019

ISO 19650-2 is structured with the 8 stages of

information management and includes

theUK national

annex

ISO19650 General

transition guidance, UK.

ISO19650-1 including the UK national

foreword

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ISO 19650 is the internationalisation of the UK’s BIM Level 2 standards.

It is recommended that existing projects that contractually reference BS 1192:2007+A2:2016or PAS 1192-2:2013 should continue as such until completion.

ISO19650 Series UK Guidance Documents

Part 1 Guidance Part 2 Guidance

UK Guidance documents to assist with understanding

Three UK leading bodies have come together, the British Standards Institution (BSI), the UK BIM Alliance and the Centre for Digitally Built Britain (CDBB) creating a guidance framework for the adoption and implementation of the ISO 19650 series.

• BS EN ISO19650-1 Part 1 Guidance• BS EN ISO19650-2 Part 2 Guidance• BS EN ISO19650 Part D Guidance• BS EN ISO19650 Part E Guidance

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Part E GuidancePart D Guidance

https://ukbimframework.org/standards-guidance/

Transition PAS1192-2:2013 to ISO19650-1 & 2

Restructured Amended Terms New Terms

These two ISO19650 standards have superseded both BS 1192 (principles) and PAS 1192-2 (capital/delivery phase) respectively.

The ISO19650-1 & ISO19650-2 series contain all the same principles and high-level requirements, with specific UK content contained in the UK National Annex, BS EN ISO19650-0

For certain requirements detailed in ISO 19650 part 2, each region/country can add its own recommendations in the form of a National Annex e.g. regional naming, classification,

When working on international projects there may be a requirement for organisations to adopt another region/country’s National Annex depending upon the appointing parties preference.Ireland will shortly have an Irish National Annex.

Take note that the ISO19650 series of documents do read quiet different, particularly in the terminology used, see the following slide for reference terminology alterations.

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ISO19650 Terminology & Language Alterations

PAS119-3:2013 ISO19650-1 & ISO19650-2

Employer’s Information Requirements (EIR) Exchange Information Requirements

Roles Functions

Standards Methods & Procedures Project’s Information Production Methods and Procedures

Level of Definition (LOD & LOI) Level of Information need (LOIN)

Graphical Geometrical

Suitability Status

"employer" or "client" Appointing Party

Supplier Appointed Party

[BIM maturity] Levels Stages

CDE Areas States

CDE information container suitability CDE information container status

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Parties and their functions in ISO19650

Understanding your role and the team context is key

ISOI9650 has changed how parties are now referenced;

• Employer Appointing Party

• Supplier Appointed Party e.g. Lead Appointed party & Appointed Party

Appointing Party

The client/employer or you are an external party managing information on behalf of a client.

Lead Appointed Party

You are tendering to be/are responsible for co-ordinating information between the delivery team and

the appointing party e.g. client.

The ISO 19650 series refers to the lead appointed party in two ways:

1. The prospective lead appointed party i.e. a party tendering for the role of lead appointed party

2. Lead appointed party i.e. a party who is confirmed in that role

Appointed Party

You are tendering for/appointment to a project generally the appointed/contracted disciplines e.g.

Structural Engineer, M&E Engineer etc., Façade design specialist etc.

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Appointing PartySlide 10 to 14

If you are a client, or are managing information on behalf of a client this means that you are fulfilling the role of the “appointing party” in the context of the ISO 19650 series.

As Appointing Party, you are a member of the Project Team.

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Appointing Party Activity Focus

Clause Activities Focus

5.1 Assessment and need (project) High

5.2 Invitation to tender (appointment) High

5.3 Tender response (appointment) Low

5.4 Appointment Medium

5.5 Mobilization Low

5.6 Collaborative production of information Low

5.7 Information model delivery Medium

5.8 Project close-out High

The intensity of the activities of the Appointing Party are as follows:

Ref: pg.12 BS EN ISO 19650 Guidance Part 2 Table 4

09

Appointing Party Activities and Outputs

In respect of the whole project and before any invitations to tender are issued, your activities as appointing party are as illustrated opposite.

5.1.7A recommendation that the project CDE is established prior to issuing the invitation to tender, enabling information to be shared with prospective appointed parties in a secure manner.

Ref: pg. 145 BS EN ISO 19650 Guidance Part 2

5.1 Assessment and need (project) High

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Appointing Party Invitation to tender

ISO19650-2 clause 5.2 Information management process — Invitation to tender

5.2.1 Establish the appointing parties exchange

information requirements (EIR)

5.2.2 Assemble reference information and shared

resources

5.2.3 Establish tender response requirements and

evaluation criteria

5.2.4 Compile invitation to tender information


5.2 Invitation to tender (appointment) High

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Exchange Information Requirements (EIR)

EIR are explained in ISO 19650-1 clause 5.5 and ISO 19650-2 clauses 5.2.1 and 5.4.3

• Clause 5.2.1 - Appointing parties EIR to be met by lead appointed parties

• Clause 5.4.3 - Lead appointed parties EIR to be met by appointed parties

What is an EIRAn EIR is a specification document detailing the information required by the appointing party for all information exchanges with a lead appointed party and their team.

• The EIR should form part of the tender and appointment documents on a project to enable a prospective Lead Appointed party to produce their initial pre-appointment BIM Execution Plan (BEP).

• There are several activities in clause 5.2.1 which the appointing party needs to work through to ensure an EIR is fully defined.

• The level of information need provides one of the building blocks of the EIR e.g. LOD & LOI.

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EIR not provided

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It is recognized that this scenario may exist where the appointing party does not issue exchange information requirements (EIR) or other information management resources thereby contravening ISO 19650.

In this scenario it is advised that the prospective Lead Appointed Party considers developing a BEP which anticipates the EIR (or other information management resources) to support a positive outcome for the project and appointing party.

It should be emphasized to the Appointing Party that in doing so the project is not following ISO 19650 and that action should be taken to resolve this in collaboration with the delivery team.

Ref: pg. 09 BS EN ISO 19650 Guidance Part E

Prospective Lead & Lead Appointed PartySlide 15 to 19

If you are responsible for co-ordinating information between the delivery team that you are part of and the appointing party e.g. client this means that you are fulfilling the role of the “lead appointed party” in the context of the ISO 19650 series.

As Prospective Lead & Lead Appointed Party, you are a member of both the Project Team and a Delivery Team.

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Prospective Lead Appointed Party Tender Response

This is a party who is responsible for co-ordinating information exchange between task teams or between a delivery team and the appointing party e.g. Architects or Contractor.

Now is your chance to submit a structured BIM response, although this is provided you have received an EIR as a minimum within the tender documents.

To satisfy the requirements of ISO 19650-2, a BIM execution plan (BEP) must be provided by a prospective lead appointed party in their tender response (see ISO 19650-2 clause 5.3.2).

It is essential you access the EIR in it’s entirety and all associated documentation to deliver a pre-appointment BEP.

If specified within the EIR or in alternative tender documentation check for an area addressing your tender response requirements and evaluation criteria of tenders submitted to assist you concentrate on the key areas as a minimum.

In some cases tender award will be focused more or indeed solely on best price.If the Appointing Party has the assessment function outsourced then BIM detail will most likely win.

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Prospective Lead Appointed Party Tender Response


In response to the invitation to tender, and in collaboration with the prospective members of your delivery team you should consider the following:

• Establish the BIM execution plan

• Summarise the delivery team’s capability and capacity to manage and produce information. The prospective Lead Appointed party will need to create a summary of the delivery team’s capability to manage and produce information and its capacity for timely delivery of the information from each task teams individual assessments.

• Establish the delivery team’s mobilization plan, thinking about team-wide approach, responsibilities and required timescales

• Create a risk register to deal with risks associated with timely delivery of information in accordance with the appointing parties EIR and how the delivery team intends to manage these risks.

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BIM Execution Plan (BEP) (pre-appointment/tender stage)

To satisfy the requirements of ISO 19650-2, a BIM execution plan (BEP) must be provided by a prospective lead appointed party in their tender response (see ISO 19650-2 clause 5.3.2).

ISO 19650-2 recommends the contents of the (pre-appointment) BEP in clause 5.3.2 and sets out the key considerations in establishing the delivery team’s BEP. Clause 5.3.2 recommends that the (pre-appointment) BEP covers seven different key information management considerations.

These are as follows: 1. Provide the details of individuals undertaking the information management function. 2. The prospective lead appointed party should consider and work through each information requirement and respond to

the level of information need, acceptance criteria and delivery dates set by the appointing party in accordance with ISO 19650-2 clause 5.2.1

3. The proposed federation strategy to be adopted by the delivery team.4. The delivery team’s high-level responsibility matrix.5. Proposed adds/amends to project’s information production methods and procedures (if there are any).6. Proposed adds/amends to project’s information standard (if there are any).7. Proposed schedule of software, hardware and IT infrastructure.

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Lead Appointed Party Appointment Award

You have been appointed/awarded the contract as Lead Appointed Party.

Lead appointed parties are required to include the project’s information protocol within all sub-appointments throughout the delivery team.


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BIM Execution Plan BEP (delivery team mobilisation)

The BEP is revisited and updated to ensure it supports production of the detailed responsibility matrix and master information delivery plan.

The pre-appointment BEP should now be updated to confirm:

• The responsibility and the names of individuals who will undertake the information management function.

• The schedule of software, hardware and IT infrastructure that the delivery team will use.

• The delivery team’s information delivery strategy (as required).

• The delivery team’s high-level responsibility matrix (as required).

This delivery team’s BEP must be confirmed between:

• The appointing party and the lead appointed party (ISO 19650-2 clause 5.4.6).

• The lead appointed party and each of the appointed parties (ISO 19650-2 clause 5.4.7).

As the BEP is a formal appointment resource it will need to be subject to a change management process throughout the duration of the appointment. For example, as more appointed parties join the delivery team. See the ISO 19650-2 resources map to assist in the development of the structure of a BEP.

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Finalizing the appointment of Lead Appointed Party (Mobilisation)

To finalise your appointment as a lead appointed party you should carry out the following:

• 5.4.1 BEP (post-contract)Your first activity at this point is to update and confirm the BEP in collaboration with each (to be) appointed party.

• 5.4.2 Responsibility MatrixAs submitted at tender stage the high level responsibility matrix now needs to be separately refined, developed and sufficiently detailed to identify what information is to be produced, when and by whom (i.e. which task team).

• 5.4.3 Lead Appointed parties EIRAs lead appointed party you may have your own information requirements in addition to those provided to you by the appointing party.A key activity at this stage is therefore articulating these combined exchange information requirements relevant to each prospective appointed party within your delivery team so that each has a clear direction about what is required of them. This will somewhat influence the individual task team TIDP’s.

• 5.4.5 Master Information Delivery Plan (MIDP)You are also responsible for compiling the MIDP through the collation of the Task Information Delivery Plans (TIDP’s) generated by each task team (as a lead appointed party you may also have to undertake task team activities so you may have your own task information delivery plan).

• 5.4.6 & 5.4.7 Complete Appointment DocumentsYou will need to complete both appointed party appointment documents and your own lead appointed party appointment documents.

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Appointed Party/Task TeamSlide 15 to 19

If you are tendering for or appointed to a project generally this means that you are fulfilling the role of an “appointed party” in the context of the ISO 19650 series.

As Appointed Party, you are a member of both the Project Team and a Delivery Team.

Your organization may include a number of task teams within it.

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Appointed Party Tasks (post-appointment)

You work closely with the lead appointed party to mobilize the team resources (personnel and IT) and to participate in training and education where this is necessary to fill knowledge and skills gaps

Your primary actions as an appointed party/task team refer to clauses:

• 5.3.3 Assess your task team capability and capacity

• 5.4.4 Establish the task information delivery plan

• 5.6.1 Check availability of reference information

• 5.6.2 Generate information

• 5.6.3 Undertake quality assurance check

• 5.6.4 Review information and approve for sharing

• 5.7.1 Submit information model for lead appointed party authorization

• 5.7.3 Submit information model for appointing party acceptance

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Proposed Common Data Environment (CDE)

Appointing Party

ISO19650-2 Clause: 5.1.7 Establish the project’s common data environment

• The appointing party is accountable for ensuring this CDE is implemented, configured and supported

throughout the project.

• They may delegate this to a third party but it should be in place to enable tender information to be

shared (and therefore before issuing tender information to any prospective lead appointed party).

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Irish BIM Resources

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ROI ISO19650 Reference

I.S. EN ISO 19650-1:2018

Organisation 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.

I.S. EN ISO 19650-2:2018

Organisation 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.

National Annex to follow

National Standards Body in Ireland NSAI

The End

Thank you for listening and thank you to CITA for

allowing me to present here today.