User/Purpose

 In accordance with BS EN ISO 19650-2, clause   5.1.8, an information protocol should be   established at the project outset and   subsequently and appropriately incorporated   into all project appointments. This includes   appointments between the:

• Appointing party (client/ contracting authority) and each lead appointed party (e.g. Architect, engineer, PM, or tier one contractor)
• Each lead appointed party and their own appointed parties (e.g. sub-consultant, sub-contractor, and any onward supply chain parties)

Considerations 

 When adopting all parties should ensure: -

• suitable legal and professional advice is obtained. 
• a clear understanding of proposed standards and project obligations that are to be adopted. 

Use alongside Standard Information Management Plan 

A link to the UK BIM Framework information   protocol template is provided in the download   section to the right.

 If adopted by the contracting authority and   evolved for use within a project using the Standard Information Management Plan the document name and reference details   should be recorded in section 3.2 of the resource workbook.

User/Purpose

 Can be used by the contracting authority and   forms part of the project information standard   for each lead appointed party.

Considerations 

 When adopting all parties should consider:

• each information container noted in appendix A1 of the workbook shall be assigned an appropriate classification code and title from the Uniclass 2015 PM table. Each classification code links to other templates and sections of the Standard Information Management Plan. 

Benefits

• This template offers the contracting authority a structured approach for the delivery, transfer, and storage of information containers during the project delivery process. It is suited when the contracting authority do not manage their own common data environment (CDE) technology solution and are reliant on an existing, internal EDMS or conventional server. Each lead appointing party will be required to deliver their  information requirements per the template and classification structure.

 Can be used by the contracting authority to   digitally deliver planned and structured project   O&M information. 

 When adopting, the user should consider:- 

• the use and alignment of existing information systems and management processes within their organisation.
• the avoidance of restructuring the template to support wider consistency. Items not required can be hidden.
• what are the required formats, providers and FM users for each information container. 

• This template provides a consistent approach for the delivery of asset information using an industry recognised classification system.
• The structure supports digital information delivery and management up to the point of project handover and continued use in the building operations phase.

 Can be adopted by the contracting authority,   with input from an in-house FM team or 3rd   party FM contractor, to map existing FM system   data inputs to required project COBie data   deliverables.

When adopting, the user should consider:-

• the use and alignment of existing information systems and management processes within their organisation. 
• the avoidance of restructuring the template to support wider consistency. 
• populating and mapping existing system data inputs at the project outset to determine the COBie data deliverables.

 Benefits

• This template once completed enables accurate project COBie data to be delivered and mapped into existing organisational FM management systems.
• A template only needs to be populated once, for each system.
• FM stakeholders are involved and inform the asset information requirements at the project outset.

 Can be adopted by the contracting authority,   with input from an in-house FM team or 3^rd party   FM contractor, to establish an asset register and   associated information requirements delivered   by relevant lead appointed parties.

 When adopting, the user should consider: -

• what data fields are required to support the FM and  operation and maintenance activities post-handover.
• what asset management systems the captured data will need to be mapped or inputted to.
• the information management process and responsibilities to be in place to maintain and update the asset register in the operational phase. 

• This template offers a consistent and structured approach upon which the appointing party can define and capture a register of installed assets and associated data, for onward FM purposes.   

 Can be adopted and populated by each task   team member.

 When adopting the user should consider:

• the minimum content defined in ISO 19650-2, 5.4.4.
• the list should clarify what it is they will deliver as part of their scope and appointment.
• information dependencies from other task teams to enable the timely delivery of their own information.
• the utilisation of the correct Uniclass 2015 PM code to cross-link information deliverables within the Standard Information Management Plan workbook, appendices and adopted templates.

• This template offers a structured and consistent approach upon which each task team member can set out the information they will deliver on the project.

 Can be adopted and populated by each lead   appointed party.

 When adopting the user should consider:

• the minimum criteria and associated actions  defined in ISO 19650-2, 5.4.5.
• the MIDP upkeep and update when individual TIDP’s are changed during the project, or when additional TIDP’s are produced as new parties join the project.

• This template offers a consistent format upon which each lead appointed party can aggregate any TIDP’s produced using T6 – TIDP above.