In the development of the Standard Information Management Plan, the following key principles have been applied that consider the people, information, process and technology requirements:-
People – Skills, Roles & Terminology
It is paramount that appropriate skills and expertise, clear roles and responsibilities and consistent language are considered. The resource:
- supports the appointment of a suitably qualified party to undertake all or part of the project information management function on behalf of the contracting authority. A client Information Manager scope of services template is available here
- establishes the project team roles and responsibilities which will manage and deliver the information management tasks.
- is aligned with the BS EN ISO 19650 parts 1 and 2 international standards, and all associated terminologies have been adopted.
Information – The what, when and who
The resource sets out what information is needed, when it should be delivered, and by whom. Its relevant principles are:
- a baseline set of prescribed project information requirements with defined purposes to be reviewed and evolved by the contracting authority.
- an exemplar folder structure developed to support the collation and transfer of information to the contracting authority at key project milestones. (Refer to Template 2)
- the embedment of UK construction industry Uniclass 2015, for the classification of all information deliverables and assets.
- an initial list of maintainable assets based upon periodical condition survey and statutory compliance obligations, to be reviewed and evolved as the project design progresses.
- a proportionate set of COBie data requirements sequentially delivered at key information delivery milestones.
Figure 2. key aspects
Standards - Process & delivery
The Standard Information Management Plan supports the development of a standardised and structured process for project delivery. It:
- is aligned with BS EN ISO 19650 parts 1 and 2, and associated standards within the UK BIM Framework.
- enables the contracting authority to establish the project’s information standard, production methods and procedures for project team adoption.
- establishes six information delivery milestones from project preparation and briefing through to handover stages. Contracting authorities should align these delivery milestones to key governance, gateway approval, project delivery and procurement requirements.
UK BIM Framework ISO 19650 guidance and the SFT BIM portal are two recommended resources to support the Standard Information Management Plan adoption and project implementation.
Supporting Technology – Software & Platforms
Core aspects of a collaborative information management process are the sharing, storing and accessibility of information. A common data environment (CDE) should be established at the project outset to serve the overall requirements and support the collaborative delivery of information. An appropriate technology solution should be deployed to host and effectively manage the project information at all stages. The relevant principles of the Standard Information Management Plan resource are:
- A CDE strategy is developed for all project stages and clearly recorded and communicated to all parties.
- the format, methodology and technology solution upon which project information is transferred to the contracting authority at each information delivery milestone is clearly recorded and communicated to all parties.
The resource can support contracting authorities deliver appropriate project and asset information using BIM in accordance with BS EN ISO 19650, and it is the responsibility of the authority to seek appropriate advice to tailor the Standard Information Management Plan resource to the needs of their organisation and project.
Please refer to the resources and further guidance listed within the task section above.