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📌 Information Management Practitioner Course 19/3/25 - Coggle Diagram
📌 Information Management Practitioner Course
19/3/25
2. Information Requirements
2.1. 🗂️ Information Management Process (ISO 19650-aligned)
🔹 Step 1: Assessment & Need 🟩
🎯 Purpose
Define all information requirements and set up the delivery environment
📦 Key Activities
• Appoint individuals to undertake the information management function
• Establish
OIR
,
AIR
,
PIR
• Identify assets and
foreseeable trigger events
• Set delivery milestones and information protocol
• Define standards, production methods, reference info
• Establish the
Common Data Environment (CDE)
• Establish and plan for
AIM
maintenance
🔹 Step 2: Invitation to Tender 🟩
🎯 Purpose
Communicate information requirements to prospective delivery teams
📦 Key Activities
• Decide type of activity providing information
• Define
EIR (Exchange Information Requirements)
• Define evaluation criteria and response format
• Compile reference info & shared resources
• Package the tender documentation
🔹 Step 3: Tender Response 🟦
🎯 Purpose
Delivery team demonstrates capability, approach, and readiness
📦 Key Activities
• Nominate individuals for information management roles
• Submit pre-appointment
BEP
• Assess and document task team capability & capacity
• Submit mobilisation plan and risk register
• Compile complete tender response
🔹 Step 4: Appointment 🟦
🎯 Purpose
Finalise detailed plans and complete all appointments
📦 Key Activities
• Confirm BEP
• Develop detailed responsibility matrix
• Define lead appointed party’s exchange requirements
• Create
TIDPs
and compile into
MIDP
• Complete appointment documentation (all levels)
🔹 Step 5: Mobilisation 🟦
🎯 Purpose
Prepare all systems, people, and procedures before production begins
📦 Key Activities
• Mobilise resources and IT infrastructure
• Test production methods and procedures
• Ensure readiness for
trigger events
(planned/unplanned)
• Confirm team knows
what, why, when, and how
🔹 Step 6: Production of Information 🟨
🎯 Purpose
Produce high-quality information coordinated across all teams
📦 Key Activities
• Check access to shared resources and reference info
• Generate information according to agreed standards
• Undertake
quality assurance checks
• Review & approve for sharing
• Review and
authorize information model
for delivery
🔹 Step 7: Information Model Acceptance 🟩
🎯 Purpose
Appointing party formally reviews and accepts (or rejects) model
📦 Key Activities
• Submit model to appointing party
• Review for completeness, quality, and contractual compliance
• Accept or reject with clear explanation
🔹 Step 8: Close-Out & AIM Aggregation 🟩
🎯 Purpose
Finalize and archive project data, update or create asset info model
📦 Key Activities
• Archive project information model in CDE
• Aggregate into
AIM
• Maintain AIM over asset lifecycle
• Capture lessons learned for future projects
🔁 Trigger Event Paths
🔵 Path A – Foreseen (planned maintenance, inspections)
🔴 Path B – Unforeseen (regulation changes, disasters)
⚪ Path C – No delivery team (leasing or third-party assets)
📘 Legend
🟨 Appointed Parties / Task Teams
🟦 Lead Appointed Party / Delivery Team
🟩 Appointing Party
2.2. 🗂️ Requirements for Information
📌 What is an Information Requirement?
A requirement is something a
receiver
needs from a
provider
Usually formalized in contracts or task orders
Central to all appointments and exchanges in the supply chain
🧩 Types of Information Models
📁 Project Information Model (PIM)
Produced during
delivery phase
Used for design, construction, and contributes to AIM
🗂️ Asset Information Model (AIM)
Used in
operation & maintenance
Enables asset owner to achieve
operational objectives
🧭 When are Information Requirements Needed?
At
any point
in internal/external supply chain
Always part of an
appointment
between sender and receiver
📂 Types of Information Requirements
🏢
Organizational
Information Requirements (OIR)
Info needed to operate the organization now and in future
🏗️
Asset
Information Requirements (AIR)
Info needed to operate and maintain the
asset
🛠️
Project
Information Requirements (PIR)
Info needed to make decisions during the
delivery phase
🤝
Exchange
Information Requirements (EIR)
Requirements specific to each
appointment
📏 Information Requirement Criteria
🧑💼 Requirement Owner
Usually the
receiver
of information
📝 Requirement Description
Clear
purpose
of the required information
🎯 Level of Information Need
Must be defined across
graphical
,
non-graphical
, and
documentation
✅ Acceptance Criteria
How the info will be
checked
before acceptance
📎 Supporting Information
Materials that support information
production
📆 Exchange Date
When or how often the information must be exchanged
🧮 Level of Information Need
📊 Must be "just right" — not too much, not too little
🔍 Defined across:
• Graphical
• Non-graphical
• Documentation
🧱 Apply to asset breakdown:
• Complex → Entity → Element → System → Product
🧠 Methods to Define Level of Information Need
✍️ Descriptive Method
Written descriptions at each lifecycle stage
📚 Industry Specification Method
Use
Level of Definition
(UK) or
Level of Development
(US)
🧱 Asset Definition Method
Most complete method, tailored to each asset
May combine with industry specs as a base
⚖️ Best Method?
Depends on
risk
and need for
accuracy
Higher upfront effort = higher
probability of success
2.3. 🗂️ Organizational Information Requirements
🧩 Organizational Information Functions
🧱 Elements of Business
Assets
Stakeholders
Strategies
, plans, policies, obligations
📊 Informed Decision-Making
Combine
business
+
asset
information
Ensure they are
integrated
Define information needs
upfront
🗣️ Stakeholder Involvement
💬 Scenario-based Requirements Capture
Simple, human conversations
Put
receivers
of information first
Written by
requirement owners
Use
non-technical
language
🧠 Stakeholder Roles (not job titles)
"persona" – who needs the info
"need to" – activity or task
"so that" –
purpose
and value
✅ Benefits of Scenario-Based Requirements
Focus on
Receiver
Enable
Collaboration
Drive
Creative Solutions
Make it
Measurable
⚙️ Aligning Design & Operations
🏁 Step 1: Define Performance Outcomes
Use
sustainability criteria
Agree outcomes
collaboratively
📥 Step 2: Establish Need for Info
🔧 Delivery Phase – exchange info during project
📈 Operation Phase – assess after Years 1, 2, 3
📝 Step 3: Prepare Requirements
Translate outcomes into clear info needs
Use
reliable data sources
(meters, records, etc.)
🔐 Information Security
🛡️ Step 1: Identify Sensitive Assets
🧭 Step 2: Establish Security Strategy
🗂️ Step 3: Create Security Management Plan
📃 Step 4: Define Security Requirements
🤝 What if No Agreements Exist?
Draft an
Information Sharing Agreement
Used for
tenders
or third-party sharing
Includes relevant
Security Requirements
2.4. 🗂️ Project Information Requirements
🚧 Support for Delivery of Assets
🔺 Key Decision Points
Defined by the
appointing party
Varies by
project type
, size, complexity
Linked to major
delivery phase
decisions
❓ Questions to be Answered
Answers come from the
Project Information Model
Questions should guide
information needs
🧠 Asking the Right Questions
Written in
plain, non-technical language
Framed as
questions
, not predefined info
Promotes
innovation
by delivery teams
🧩 Project Information Model (PIM)
Must align with
level of information need
Includes only what is
necessary
🏗️ Support for Design & Construction
📐 Design Intent Model
First key deliverable of the PIM
Built using
design information requirements
🏗️ Virtual Construction Model
Second key deliverable
Adds
construction information requirements
🧮 Combined Requirements
PIM = Project + Design + Construction info
Tailored for each
key decision point
🔄 Exchange Information Requirements (EIR)
📋 Definition
Schedule added to each
appointment
Specifies what info to produce in the PIM
🔗 Appointment Structures
One to One – One lead, one key point
One to Many – Multiple leads, same point
Many to One – One lead, multiple points
🧭 Cascading Responsibilities
Appointing Party defines initial EIR
Lead Appointed Party defines EIR for their own
appointed parties
📂 Example
Lead combines:
Design info + appointing party’s EIRs
Then issues to appointed parties
3. Tendering & Planning
3.1. 📄 Tender Preparation
🔹 Role of the Appointing Party
Key player in information procurement
Can assign responsibilities via
Responsibility Assignment Matrix
May delegate tasks to third-parties or appointed parties
🔁 Tender Preparation Stages
Pre-Appointment Activities
Tender Response Requirements
Invitation to Tender
📋 Pre-Appointment Activities
Prepare
Project Information Management Documents
:
• Project Information Requirements
• Information Delivery Milestones
• Information Standards
• Management & Production Methods and Procedures
• Information Protocol
Establish
Common Data Environment (CDE)
Prepare
Reference Information
and
Shared Resources
📝 Tender Response Requirements
Evaluate:
• Delivery team's approach (via
BIM Execution Plan
)
• Capability and Capacity
• Risk related to information delivery
Provide:
• Templates
• Clear structure for responses
📬 Invitation to Tender
Compile:
• Exchange Information Requirements
• Project-specific documents
• Tender response guidance (e.g. templates, page limits)
Confirm:
• Reference info and shared resources are ready in CDE
📊 Responsibility Assignment Matrix (RACI)
R: Responsible
A: Accountable
C: Consulted
I: Informed
Used to define scope and clarify who does what
3.2. 📁 Tender Response & Appointments
📌 BIM Execution Planning
Purpose: Inform appointing party's selection
Collaborative input from delivery team
Depends on project
size
and
complexity
Key components:
•
Information Management Roles & Responsibilities
•
Information Delivery Strategy
•
Proposed Federation Strategy
•
High-level Responsibility Matrix
•
Amendments
to Information Standard
•
Schedule of Enabling Technologies
•
Risk Register
📊 Capability & Capacity Assessment
✔️
Capability
= right people, skills, tools
✔️
Capacity
= enough people to meet deadlines
Three types of assessment:
• Establish what's
needed
• Assess each
task team
• Summarize delivery team status
Outcome:
• Identify
shortfalls
• Address in Mobilization Plan
🚀 Delivery Team Mobilization
Purpose: Ensure team knows:
• What info to produce
• When and how
• Tools/resources available
Mobilization Plan
includes:
• Tasks & responsibilities
• Timescales
• Shared resources
🧩 Information Delivery Planning
Trigger: After appointment is awarded
Key activities:
• Confirm BIM Execution Plan
• Detailed Responsibility Matrix
• Exchange Info Requirements
• Task Information Delivery Plans
•
Master Information Delivery Plan
📝 Appointments
Internal and external appointments
Multiple appointments may be needed
📄 Lead Appointed Party Appointment includes:
• Exchange Info Requirements
• Information Standard
• BIM Execution Plan
• Master Info Delivery Plan
📄 Appointed Party Appointment:
• Same as above, but:
– Exchange Info Reqs = from
Lead
– Task Info Delivery Plan replaces
Master
Always ensure
legal review
3.3. 🛠️ Information Production Planning
📏 Information Standards
•
Specification
for how all information is produced
• Enables:
–
Search & Retrieval
–
Use & Re-use
–
Spatial Coordination
–
Presentational Consistency
📂 Key Codes:
•
Container ID
•
Status Code
•
Revision Code
•
Classification Code
• Project-specific codes (e.g. author, date)
📁 Format & Structure:
• Compatible formats (e.g. PDF, IFC)
• Consistent
structure
for machine interpretation
🧰 Resources:
• Object/style libraries
• Increase productivity + enforce standards
🔁 Production Methods & Procedures
•
Method
= How the activity is done
•
Procedure
= Tasks to execute the method
• Considerations:
–
Time
,
Cost
,
Pros/Cons
,
Skills
🧪 Examples:
– Method 1: Printed mark-up (least efficient)
– Method 2: Digital mark-up (2D)
– Method 3: VR model review (3D)
📝 Documenting Procedures:
• Simple list,
Swim-lane diagram
, or
RACI Matrix
📚 Shared Resources
• Reusable content:
– Templates, Symbols, 2D/3D Libraries, Colour Tables
• Benefits:
– Increase
quality
, reduce
waste
, improve
speed
• Ownership:
–
Licensing
via Information Protocol
– Ideally owned by
appointing party
🧩 Federation Strategy
• Purpose:
–
Break down
model into manageable units
– Define
container breakdown structure
• Supports:
–
Simultaneous Working
–
Information Security
–
Efficient Exchange
🧱 Examples:
–
Linear assets
(roads, tunnels): offset volumes
–
Buildings
: interlocking spatial volumes
⚙️ Establishing Strategy:
• Done
collaboratively
• Should reflect
asset breakdown
, not just WBS
3.4. 📘 Master Information Delivery Planning
🎯 Purpose
Combine all task information delivery plans
Create a single schedule of all information deliverables
Guide delivery during the appointment
📋 Format & Method
Schedule-based (not tabular like task plans)
Uses the
waterfall method
(sequential flow)
Focus: dependencies and production
sequence
🔗 Critical Path
Defines
minimum time
to deliver all outputs
Longest necessary sequence of dependent tasks
✅ 4 Steps to Identify:
Step 1: List all
information deliverables
Step 2: Note
delivery milestones
and associated outputs
Step 3: Break down deliverables into
tasks
, add
durations
Step 4: Identify
task dependencies
(what must happen first)
🧱 Baseline Plan
Initial version of Master Plan
Must be approved by appointing & lead appointed parties
Used to:
• Track
progress
• Manage
changes
in scope/time/resources
• Align task plans if changes occur
📝 Inclusion in Appointme
4. Collaboration & Data Environments
4.1. 🗂️
Delivering Information
– Production Activities
🔄 Overview
Four production activities:
• First two by
Lead Appointed Party
• Last two by
Appointing Party
🧱 Collaborative Production of Information
🔍 Review (Lead Appointed Party)
Review information submitted by
Task Teams
Conduct
technical
and
commercial
review
Ensure alignment with agreed
methods and procedures
Decide to:
•
Authorize
the model
• Or
Reject
and request re-submission
✅ Authorize (Lead Appointed Party)
If review passes:
• Authorize information model
• Instruct
Task Teams
to share for
acceptance
If review fails:
• Reject entire model (partial rejection discouraged)
• Instruct updates and
resubmission
🔎 Review (Appointing Party)
Review the
authorized
model from lead appointed party
Follow project’s
production methods
Consider technical and contractual compliance
📬 Accept (Appointing Party)
If review successful:
•
Accept
model into
Common Data Environment
If review fails:
•
Reject
and request changes
Avoid partial acceptance to prevent
coordination issues
4.2. 🗂️ Common Data Environment (CDE)
📦 Information Containers
Definition: File, database, etc. holding model info
Tied to an asset and model component
📑 States
🛠️ WORK IN PROGRESS
Visible/editable by Task Team
Not approved
🔁 SHARED
Read-only, shared with Delivery Team
Approved for specific purpose
📢 PUBLISHED
Read-only, accepted as deliverable
Used by Project/Asset Team
🗄️ ARCHIVED
Superseded version
Read-only for admin, record only
🔄 Transitions
WIP → SHARED
Check, Review, Approve (Task Team)
SHARED → PUBLISHED
Review & Authorize (Lead Appointed Party)
Accept (Appointing Party)
🏷️ Container Attributes
🆔
Container ID
Unique, never changes
Structured using codes
🔁
Revision
Pxx (Preliminary), Cxx (Contractual)
⚙️
Status
S1, S2... (Shared); A2, A3... (Authorized)
🗂️
Classification
ISO 12006-2 or bespoke standard
🧾 Archive/Journal
Archive = All current & archived states
Journal = Transaction logs (who/what/when)
🖥️ CDE Solution
Not a single system—integrated IT setup
May include asset sensors, scanners, finance tools
☁️ Distributed CDE
WIP done locally (e.g. internal network)
Then uploaded to main CDE when approved
⚙️ Functional Requirements
🧩 Container-based
Unique ID, status, revision, classification
🔄 Workflow support
State transitions, trackable changes
🔐 Security
Access control by container & state
🗃️ System Capabilities
Manage model, data, docs
Database & transmittal features
1. Foundations & Essentials
🗂️ 1.1. BIM: What's it all About?
🗂️
BIM
: It's all about information
🔑 Core Idea
Right
Information
, Right
People
, Right
Time
📌 Importance of Information
Supports daily life (homes, workplaces, infrastructure)
Asset
management efficiency
🏗️ Assets
Definition: Objects adding
value
Physical Assets
Virtual Assets (
Digital Twin
)
💻 Information Models
(virtual asset)
📐 Graphical Models
Usually
3D
Federation
(linking graphical models)
📋 asset Data
Asset attributes: size, cost, performance, materials, weight, ID, location. ویژگی ، مشخصه
📚 Documentation
Reports, Drawings, Photos
Historical and regulatory records
Often
outdated
; requires updates
🗂️
BIM
: Collaborative Exchange of Information
🔑 Core Principle
Right
people
, Right
information
, Right
time
Receiver == information requirements ==> Provider
Provider == information model ==> Receiver
📍
Why
information exchanged?
Receivers
require information at
all
stages
of asset’s life
Receivers
ensure correct information produced
e.g. Legal, Business, Asset, Project, and Register
Questions
.
🕒
When
information exchanged?
Agreed collaboratively by
receivers
and
providers
⚙️
How
information exchanged?
Decide method
early and collaboratively
Information fits
intended purpose
e.g. now or future use, format, structure, naming, history, which part of information
📑
What
information exchanged?
once establishing
why
,
when
, and
how
can collaboratively be exchanged.تبادل
🗂️
BIM
: Collaborative Production of Information
🔗
Collaborative Approach
Information production is a
process
involving:
Generating, Checking,
Reviewing/Approving
,
Reviewing/Accepting
📏
Information Standards
Determined by
receiver
,
asset type
, and
purpose
(rtp)
🛠️
Production Methods
Choose
effective
methods:
Example:
Printed
documents (markup with pen)
Example:
Digital
asset data (comments digitally)
Example:
Virtual Reality
(comments within models)
📖
Documented Procedures
Define clearly who is: (RACI)
Responsible
,
Accountable
,
Consulted
,
Informed
📂
Shared Repository
Central place for information:
Produced once, used
multiple
times
Trusted
, clear
ownership
,
secure access
🗂️ 1.2. Information Management Overview
🌍 Drivers for Change
📈 Global Population Growth
From 7.7B to 9.7B by 2050
$57T infrastructure needed by 2030
Infrastructure near breaking point
🏛️ Built Assets
Should support public services
Driven by
citizens’ needs
Often lack the
right information
💻 Digitally Built Environment
Centralized information
Continuous
feedback & feedforward
🌟 Benefits
Citizens: Better use, better decisions, better outcomes
Organisations: New markets, growth, competitive edge
Nations: Higher economic return, asset
value
, efficient services
📊 Economic Impact
Reduce
rework
, extend
asset life
, optimize services
🏢 Information Management in Context
🧭 Organisational Management
Defined by
ISO 9000
📁 Information Management
Based on
ISO 19650
series
Operational info is generated
during delivery
تولید، تبادل و استفاده از اطلاعات در طول چرخه حیات دارایی
🏗️ Asset & Project Management
Uses ISO 55000 (
Asset
) & ISO 21500 (
Project
)
📜 ISO 19650 Overview
Part 1: ISO 19650-1 | Concepts and principles
Part 2: ISO 19650-2 | Delivery phase of the assets (national annex included)
Part 3: ISO 19650-3 | Operational phase of the assets (examples, trigger events)
Part 4: ISO 19650-4 | Information exchange (non-proprietary format)
Part 5: ISO 19650-5 | Security-minded approach to information management (risk, vulnerability)
👥 Information Management Function
🧾 Appointments
Receiver–Provider relationships via
contract
or
task order
🧑💼 Parties
Appointing Party: Receiver of infor, i.e. Asset owner/client
Appointed Party: Provider of info, i.e. Multiple, internal/external
Lead Appointed Party: Primary provider to receiver(appointing)
🧑🤝🧑 Teams
Task Team: Executes specific tasks
Delivery Team: Lead party + sub-parties
Asset/Project Team: All involved parties
👤 Roles
No pre-defined roles
Each team should nominate
Information Manager
Central contact, represents team, must have
authority & capacity
🔄 Information Management Process
📊 8 Steps (Grouped into 3 phases)
Steps 1 & 8: Once per lifecycle
Steps 2–7: Repeated for each appointment
Steps
🟩 Phase 1: Pre-Appointment
Assessment & Need – Define what, why, and how
Invitation to Tender – Define requirements (PROCUREMENT PHASE)
🟦 Phase 2: Appointment Phase
Tender Response – Teams respond with
approach & capacity
(PROCUREMENT PHASE)
Appointment – Detailed planning before formal agreement (PLANNING)
Mobilisation – Ensure team knows what/when/how to deliver (PLANNING)
Production – Coordinate, generate,
approve
information (PRODUCTION)
🟩 Phase 3: Post-Production
Information Model Acceptance – Review, accept/reject (PRODUCTION)
Close Out – Archive & aggregate into
AIM
⚠️ Trigger Events
🔵Path A:
Foreseen
→ Can be planned in advance
e.g. maintenance, inspections
🔴Path B:
Unforeseen
→ Can't be planned in advance
e.g. natural disasters, changes in regulation, refurbished assets
⚪ Path C:
Unforeseen
→ Can't be planned in advance & no delivery team need to be appointed
e.g. acquiring or leasing a new asset
The information management process begins when a
trigger event
occurs.
🚀 Delivery Start
Used when operational phase parties are
unknown
Follows Path B with limited activity in Steps 1 & 8
🔄 Information Management Process (ISO 19650)
(MORE DETAILS)
🟩 Phase 1: Pre-Appointment
Assessment & Need
Define OIR, AIR, PIR
Appoint Information Manager
Establish CDE & AIM Plan
Define standards, methods, trigger events
Invitation to Tender
Define EIR
Prepare evaluation criteria
Share reference info & tender documents
🟦 Phase 2: Appointment Phase
Tender Response
Submit BEP (pre-appointment)
Nominate IM roles
Provide mobilisation plan & risk register
Appointment
Confirm BEP
Develop Responsibility Matrix
Create TIDP & compile MIDP
Finalize appointment documents
Mobilisation
Mobilise people, systems, IT
Test methods & procedures
Prepare for trigger events
🟨 6. Production of Information
Generate info per standards
QA checks
Approve & authorize information model
🟩 Phase 3: Post-Production
Information Model Acceptance
Submit model for review
Check quality, completeness
Accept or reject with reasons
Close-Out & AIM Aggregation
Archive project info
Update/create AIM
Maintain AIM
Capture lessons learned
🔁 Trigger Event Paths
🔵 Path A: Foreseen (e.g. inspections)
🔴 Path B: Unforeseen (e.g. disasters)
⚪ Path C: No delivery team
📘 Roles Legend
🟩 Appointing Party
🟦 Lead Appointed Party / Delivery Team
🟨 Appointed Parties / Task Teams
🧭 INFORMATION MANAGEMENT PROCESS
(ISO 19650)
1️⃣
⬛ ASSESSMENT & NEED
Appointed
: Appoint
individuals
for the information management
function
OIR
: Establish organizational information requirements
Trigger
: Identify the
assets
and
trigger events
AIR
: Establish the asset information requirements
CDE
: Establish the common data environment
AIM
: Establish the asset information model
🟩 PROCUREMENT PHASE
2️⃣ 📩 INVITATION TO TENDER
EIR
: Establish the appointing party’s Exchange Information Requirements
Response & Evaluation
setup: Establish tender response requirements & evaluation criteria
Tender packaging
: Compile information for Invitation to Tender
3️⃣ 📝 TENDER RESPONSE
Pre-BEP
: Establish the (pre-appointment) BIM Execution Plan
Team Capability & Capacity
: Establish the delivery team’s capability & capacity
Mobilization Plan
: Establish the
proposed
delivery team’s mobilization plan
Tender Response
: Establish the delivery team’s tender response
🟥
Unforeseen Triger
🔴Path B:
Unforeseen
→ Can't be planned in advance - Unplanned but with delivery team (is appointed reactively)
e.g. natural disasters, changes in regulation, new or refurbished asset
🟧 PLANNING PHASE
4️⃣ 📜 APPOINTMENT
BEP
: Confirm delivery team’s BIM Execution Plan
TIDP <-> MIDP
: Coordinates all Task Information Delivery Plan into one coherent Master Information Delivery Plan
Appointment Documents
: Complete appointed & lead appointed party’s appointment documents
Lead
Appointed party's
EIR
5️⃣ 🛠️ MOBILIZATION
Mobilize
Information Technology
Mobilize
Resources
Test
Information Production
Methods
&
Procedures
🟪 PRODUCTION PHASE
6️⃣ 🧾 PRODUCTION OF INFORMATION
Generate
Information
Complete
Quality Assurance
Check (Quality Control)
Authorize
Information Model for Delivery
Review Information &
Approve
for Sharing (Formal approvals)
Review Information Model (Formal approvals)
7️⃣ 📤 INFORMATION MODEL ACCEPTANCE
Submit
Information Model for
Appointing Party
Acceptance
Review &
Accept
the Information Model
🟥
Foreseen Triger
🔵Path A:
Foreseen
→ Can be planned in advance
e.g. maintenance, inspections
🟥
Unforeseen Triger
⚪ Path C:
Unforeseen
→ Can't be planned in advance & no delivery team need to be appointed - Unplanned with no delivery
e.g. acquiring or leasing a new asset
8️⃣
⬛ CLOSE-OUT & AIM AGGREGATION
📌 CLOSE-OUT
No → Revise and Resubmit
If
accepted
Archive
project information model
Aggregate
into Asset Information Model (AIM)
Yes → Path A / Path B / Path C
AIM AGGREGATION
Review and
Continue Maintenance
of the AIM
Aggregate
Information Model into the Asset Information Model (AIM)