Practical Implementation Guide

Practical Application of the ISO 19650 Standard

How to concretely implement ISO 19650-1 (concepts and principles) and ISO 19650-2 (the information management process during the delivery phase) in real construction projects.

ISO 19650-1 ConceptsISO 19650-2 Delivery8 StepsEIR / BEP / MIDP
ISO 19650-1

Fundamental Concepts and Principles

ISO 19650-1 establishes the conceptual framework for managing information throughout the lifecycle of built assets. Here are the three key domains:

Definition of Information Requirements

Clause 5

Clients must identify critical assets and departmental questions. The requirements cascade reduces specifications into deliverables for each individual specialist, ensuring all participants work with accurate data.

Identifying the organization's critical assets
Formulating relevant departmental questions
Reducing specifications into individual deliverables
Ensuring data accuracy for all participants

CDE Workflow

Clause 12

CDE proficiency is essential for BIM managers. It includes defining team structures, access groups, and permissions. Release processes include validation, verification, and approval procedures.

Defining team structures and access groups
Configuring permissions and roles
Validation, verification, and approval procedures
Metadata (state/status) indicates file purpose
Collaboration across geographically distributed teams
Conflict analysis based on versions
Accelerated document retrieval

Federation Strategies and Container Breakdown

Annex A

Federation strategies enable simultaneous work by teams on different components, ensuring information security and facilitating transfer by reducing file sizes.

Simultaneous work by teams on different components
Information security for critical infrastructure
Facilitating transfer by reducing file sizes
Logical structuring of information containers

What does an efficient CDE enable?

A Common Data Environment properly configured according to ISO 19650-1 offers these fundamental capabilities:

Distributed team collaboration

Teams from different locations work simultaneously on the same project.

Conflict analysis

Detection and resolution of conflicts based on document versions.

Accelerated retrieval

Rapid finding of any document through metadata and advanced search.

ISO 19650-2

Information Management Process

ISO 19650-2 defines a structured 8-step process for managing information during the asset delivery phase. Each step has clear objectives and specific deliverables.

The 8-Step ISO 19650-2 Flow

1
Assessment and Needs Definition
2
Invitation to Tender
3
Tender Response
4
Appointment
5
Mobilization
6
Collaborative Production of Information
7
Information Model Delivery
8
Project Close-out
1

Assessment and Needs Definition

5.1
The information manager is appointed by the client
CDE configuration according to standard recommendations
Defining the client's information requirements
Method and procedure guides (valuable for repetitive projects)
Reference materials: existing assets, templates, BIM libraries, reference models
2

Invitation to Tender

5.2

Clients should not request "more than what is necessary for their needs"

Clients prepare Exchange Information Requirements (EIR)
The EIR must comply with the S.M.A.R.T. principle
Specific, Measurable, Appropriately Assigned, Realistic to deliver, and Time-bound
3

Tender Response

5.3
Teams demonstrate readiness for BIM execution
Mobilization plans (defining testing requirements, schedule, responsible parties)
Risk registers (collaborative documents developed by the senior team)
Pre-BEP (BIM Execution Plan) submission
4

Appointment

5.4
Post-contract signing: Information Manager organizes BIM Kickoff Meeting
Reiteration of specific delivery requirements
BEP finalization in approximately one month
BEP includes: key personnel, IT tools, file formats, model segmentation, coordination strategies
Master Information Delivery Plan (MIDP) as a dynamic document
5

Mobilization

5.5

"What has been tested should work, and what has not been tested will almost certainly fail"

CDE access verification
Testing documentation submission at milestone endpoints
Evaluating file format export capabilities
Acquiring necessary equipment
Training teams on processes and tools
6

Collaborative Production of Information

5.6
Creating information according to project standards and client methods
Warning against "information obesity" in models
Quality assurance: teams verify files before cross-disciplinary sharing
Discipline-specific checklists support verification
7

Information Model Delivery

5.7
Each Task Team submits information to the Lead Appointed Party for authorization
Assessment by Lead Appointed Party according to established criteria
Appointing Party acceptance criteria must be met
8

Project Close-out

5.8
Archiving all project information
Collecting lessons learned (brainstorming similar to risk register process)
Appointed parties must implement documented improvements
Continuous progress in subsequent projects

Logical Grouping of Steps

Preparation

Steps 1-3

Needs assessment, tender, response. Defining the information framework before work begins.

Execution

Steps 4-6

Appointment, mobilization, production. Concrete implementation and information creation according to plan.

Completion

Steps 7-8

Delivery and close-out. Handing over information, archiving, and collecting lessons learned.

Key Concepts

ISO 19650 Fundamental Concepts

Understanding these concepts is essential for correct implementation of the standard in any construction project.

Information Requirements Cascade

From the client's general needs to specific deliverables for each specialist. OIR, AIR, EIR cascade hierarchically down to individual task level.

The S.M.A.R.T. Principle

Specific, Measurable, Appropriately Assigned, Realistic to deliver, and Time-bound. Information requirements must comply with this principle for maximum efficiency.

Essential Documents

EIR (Exchange Information Requirements), BEP (BIM Execution Plan), MIDP (Master Information Delivery Plan) — the fundamental documents of the process.

Quality Assurance

Systematic verification before cross-disciplinary sharing. Discipline-specific checklists and structured validation procedures.

Mobilization Planning

Pre-project testing of systems, processes, and capabilities. Access verification, submission testing, and team training.

Continuous Improvement

Documented lessons learned with implementation responsibilities. Continuous progress from one project to the next through structured feedback.

The S.M.A.R.T. Principle

Well-formulated information requirements must meet these five criteria:

S
Specific
M
Measurable
A
Assigned
R
Realistic
T
Time-bound

Practical application: Each requirement in the EIR must be specific enough for the delivery team to understand exactly what is expected, measurable to verify compliance, clearly assigned to a responsible party, realistic in relation to available resources, and have a clearly defined deadline.

Essential Process Documents

EIR

Exchange Information Requirements

The information exchange requirements defined by the client. The document that specifies WHAT information is needed, IN WHAT FORMAT, and WHEN.

Defined in Steps 1-2
BEP

BIM Execution Plan

The BIM execution plan that describes HOW information will be delivered. Includes personnel, tools, formats, and coordination strategies.

Developed in Steps 3-4
MIDP

Master Information Delivery Plan

The overall information delivery plan. A dynamic document that monitors progress and dependencies between deliverables.

Updated in Steps 4-8
Document flow
OIR / AIREIRpre-BEPBEPMIDPDeliverables
CDE Platform

How the CDE Platform Implements ISO 19650

Our CDE platform maps each step of the ISO 19650-2 process with concrete functionalities, automations, and dedicated tools.

Steps 1-2

Configurable EIR Templates

Predefined templates for Exchange Information Requirements, adaptable to each project's specifics. Rapid generation of compliant documentation.

Steps 4-7

Automated Workflow

Automatic WIP, Shared, Published, Archived transitions with validations at each step. ISO 19650 compliant roles and permissions.

Steps 1-8

Roles and Permissions Matrix

Granular access control based on ISO 19650 roles: Lead Appointing Party, Appointing Party, Lead Appointed Party, Task Team.

Steps 6-8

Complete Audit Trail

Complete recording of every action: who, what, when, from where. Total traceability for compliance and dispute resolution.

Steps 4-7

Automated Notifications

Email alerts for every status transition, deadlines, and critical events. All stakeholders informed in real time.

Steps 7-8

Export and Reports

Compliance report generation, CSV/PDF export for audits and presentations to clients or authorities.

Steps 4-8

MIDP Dashboard

Real-time monitoring of the Master Information Delivery Plan. Visualization of progress, delays, and dependencies.

Automated ISO 19650 Workflow

The CDE platform automatically manages document transitions according to the 4 states defined by the standard

WIP

Team creates

Shared

Coordination

Published

Officially approved

Archived

Final storage

Notifications at every transition
Audit trail with timestamp
Permissions by role and state
Requirements Cascade

Information Requirements Cascade

How information requirements cascade from organizational level down to individual task level, ensuring complete traceability.

OIROrganizational Information Requirements

Information requirements at organizational level. What information does the organization need for strategic decisions?

Responsible: Lead Appointing Party
AIRAsset Information Requirements

Information requirements at asset level. What information is needed for managing the built asset?

Responsible: Appointing Party
EIRExchange Information Requirements

Information exchange requirements. What information must be delivered at each project stage?

Responsible: Appointing Party
TIDPTask Information Delivery Plan

Delivery plan at task level. What information does each team produce and when?

Responsible: Task Team

Key principle: Each level of information requirements derives from the level above, ensuring that information produced at task level is relevant and aligned with the organization's strategic needs. This cascade prevents information overproduction and focuses effort on what is truly necessary.

Quality Assurance

Systematic verification before sharing

Internal verification before cross-disciplinary sharing
Discipline-specific checklists (architecture, structure, installations)
Automatic naming convention validation at upload
Mandatory metadata completeness verification
Cross-disciplinary review in the Shared zone
Formal approval before publication

Warning: ISO 19650 warns against "information obesity" — including unnecessary information in models that increases complexity without adding value.

Mobilization Planning

Pre-project system testing

Verifying access for all CDE users
Testing documentation submission under real conditions
Evaluating export capabilities in required formats
Acquiring and configuring necessary equipment
Training teams on processes and tools
Simulating a complete delivery cycle (dry run)

"What has been tested should work, and what has not been tested will almost certainly fail." — ISO 19650 Principle

Continuous Improvement — Lessons Learned

Step 8 (Project Close-out) is not just about archiving. It is the critical moment when the organization captures value for future projects through systematic documentation of lessons learned.

Brainstorming Sessions

Structured meetings with the senior team, similar to the risk register creation process.

Formal Documentation

Each lesson learned is recorded with context, impact, and recommended actions.

Clear Responsibilities

Each documented improvement has a designated responsible party and an implementation deadline.

Application in New Projects

Lessons learned are integrated into EIRs and BEPs of subsequent projects.

Ultimate goal: Every project should be better than the previous one. ISO 19650 is not a static standard — it is a continuous improvement framework that transforms the organization step by step.

Implement ISO 19650 with the CDE Platform

Our CDE platform provides all the tools you need to implement the ISO 19650 standard in your projects, from EIR to archiving.

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