How The ISO 19650 Appointment Process Works Agenda: 1. Preparing For Better BIM Contracting 2. Level of Information Need In Practice 3. BIM Contracting With E-Signature

1. 🎉 NEW MODULE ANNOUNCEMENT

2. ISO 19650 Appointment
EPISODE 3: Level of Information Need | Appointment | E-Signature
Collaborative Contracting
+

3. Introduction + Templates: https://www.plannerly.com/what-is-iso-19650
PREVIOUSLY (Episode 1):
Access in-app | Reviewer Team: plannerly.com/reviewer

4. Tendering
(Episode 2):

5. Contracting
THIS EPISODE (Episode 3):

6. Collaborative Contracting

7. Create Contracts From
Database
PER APPOINTMENT
Control Document
ACCESS
PERMISSIONS
Secure eSignature
For CONTRACT
APPROVAL
Appointment

8. But How Exactly Does
The Appointment
Process Work?
it’s just like buying a wedding cake!

12. 12
Requirements Definition
● Look at Examples?
● Tasting Session?
● Height?
● Tiers?
● Shape?
● Flowers?
● Colors/ours?
● Servings?
● Additional Desserts?
● Budget?

13. Ok, So How
Does This
Relate?

14. 14
ISO 19650 and BS EN 174121-2020 Level of Information Need

15. 1. Preparing For Better BIM Contracting
2. Level of Information Need In Practice
3. BIM Contracting With E-Signature
Agenda:

16. 16
Preparing For Level Of Information Need
PURPOSE (OIR, PIR, EIR, AIR)
LEVEL OF INFORMATION
NEED:
● Milestones
● Objects
● Actors
● Breakdown Structure
● Geometry
● Information
● Documentation

17. Why and When
Example Milestones:
Design Phases: SD, DD, CD..
RIBA Stages: 1,2,3,4,5...
BIM Uses: Design Reviews, 3D
Coordination, 4D, 5D...
Delivery Milestones and Purpose
What is the purpose?

18. 18
Breakdown Structure:
By Information Type
Breakdown Structure: Scope Folders / Classifications
Breakdown Structure
Templates
Breakdown Structure:
By Discipline Breakdown Structure:
Classification -
Uniclass/Uniformat/etc

19. 19
Identification: Element Name
Model
Requirements
Element
Requirements
Planning
Requirements
Document
Requirements

20. 20
Actors: Team Assignments
Who is responsible?
Responsible Teams

21. What Is
Level of Information Need?

22. 22
Level of Information Need
?
?
?

23. 23
Level of Information Need Framework - Developing
?
?
?

24. 24
Quick History:
- A five-increment LOD number scale can NOT be precise
- However it can point us in the right direction
- Level of Information Need = Geometry+Info+Docs
- Enhances the original LOD concepts
- The Plannerly framework allows you to choose:
- LOD
- Level of Information Need only
- Level of Information Need + LOD
WHAT IS LOD or LOD or LOD? 😀 And What’s LOIN?? 😬
Never Use!

25. Ok, Now We’re Ready To
Level of Information Need...

26. 26
Level of Information Need: Geometry
Symbolic Generic
Detailed
Fabrication

27. 27
Level of Information Need: Dimensionality
2D or 3D?

28. 28
Level of Information Need: Location
Position
Orientation

29. 29
Level of Information Need: Appearance
Symbolic Appearance Realistic Appearance

30. 30
Level of Information Need: Parametric

31. 31
Level of Information Need: Accuracy and Reliability
Reliability
Accuracy

32. 32
Level of Information Need: Identification
Example:
Masterformat
Example:
Omniclass
Example:
Uniformat/Uniclass

33. 33
Level of Information Need: Information Content

34. 34
Level of Information Need: Documentation

35. Container Of Requirements
Details /
Description
Actor/Team
Structured
Information
Requirements
Additional
Requirements/
Tasks
Element
Identification /
Name
Scope List
Tracking by dates,
assignment and
status
Activities and
Communication

36. Ok, So How Do We
Follow The Level of
Information Need
Principles In Practice?

37. Generating the EIR, BEP and
Appointment Documents from
templates
Recap: creating the documents from templates

38. Recap: create the Asset Information Requirements
Walk your client through the asset lists
to define what assets are important and
what information will be required.

39. Add project specific information
requirements for the required assets.
Recap: define Information Requirements

40. Documents For Appointment
Moving to Appointment teams will
define a detailed Responsibility Matrix
and task planning for the MIDP/TIDPs

41. Structured Data: AIR + TIDP/MIDP + RM
All structured data should be created in
a database so that it can be
automatically checked in the future.
Drag and drop tasks and
responsibilities alongside the
Asset Requirements

42. Level of Information Need Container Of Requirements
Manage Level of Information Need
within Classifications and Milestones.
Use information
containers to
structure the
requirements

43. How do we make
this official?

44. Creating Filtered Contracts Per Appointment
Create Lean requirements
contracts using filters for
document type/folders,
Milestone and Teams

45. Control Contract Access
Control exactly who has access
and who needs to sign it.

46. 46
eSignature - Typed or Manual
Do business faster without needing to be
physically present – more than half of
eSignature transactions are completed in
less than 24 hours
Legally Binding + Secure
Data encryption, audit trails,
tamper-proofing, and industry-
standard compliances are
default.

47. What’s Next?

48. 48
Verification and Validation
Generate PDF documents, or Excel database exports
for use with PowerBI, Solibri and other model checking
tools. Or use the integrated Schedule, Track and Verify
modules to manage over 80 file types inside of
Plannerly on one secure cloud.

49. Summary

50. 50
✓ Use A Simple Information Management Framework
✓ Manage Requirements As Structured Data
✓ Filter Contract Requirements For Each Appointment
✓ Use eSignature For Secure And Speedy Approval
✓ Delight Clients With Simple
ISO 19650 Appointment Workflow

51. Training videos: plannerly.com/demo
Your own BIM Management Masterclass:
plannerly.com/masterclass
1
2
TWO RESOURCES:

52. Collaborative
Tendering
✔ Episode 2:
Collaborative
Contracting
✔ Episode 3:
Next Episode: Collaborative Information Production
Information
Production
Episode 4:

53. Q&A
Bookmark for deep dive articles: plannerly.com/what-is-iso-19650
Free Company Plan Trial: plannerly.com/trial

54. Let’s Partner!
Find out more: www.plannerly.com