Showing posts with label BIM - Implementation. Show all posts
Showing posts with label BIM - Implementation. Show all posts

How to Create an Asset Information Requirement (AIR) in BIM: A Step-by-Step Guide

 

Introduction: What Is an Asset Information Requirement (AIR)?

An Asset Information Requirement (AIR) is a documented set of information requirements that defines the information an organization needs to operate, maintain, manage, and improve its built assets throughout their operational life.

In Building Information Modelling (BIM), an AIR identifies the asset data, documents, models, classifications, and other information that an asset owner or operator needs from project delivery teams. This information supports activities such as facility management, preventive maintenance, energy monitoring, statutory compliance, space management, and asset replacement planning.

For example, a hospital owner may require information about air-handling units, chillers, fire pumps, electrical panels, lifts, and plumbing systems. The AIR specifies which information must be delivered for these assets, when it is required, who is responsible for providing it, and how its completeness will be checked.

The AIR is an important part of information management aligned with the ISO 19650 series, particularly ISO 19650-3, which addresses the operational phase of assets.

In this guide, you will learn how to create an Asset Information Requirement step by step, from understanding operational objectives to defining data fields, setting delivery rules, and validating the final Asset Information Model (AIM).

1. Understand the Purpose of an Asset Information Requirement

Before developing an AIR, identify why the organization needs asset information.

An effective AIR should support real operational decisions rather than simply collect large amounts of data.

Common objectives include:

  • Facility management: Maintain buildings, equipment, and infrastructure efficiently.

  • Preventive maintenance: Schedule inspections, servicing, and component replacement.

  • Asset lifecycle management: Track installation, warranty, service life, and replacement costs.

  • Regulatory compliance: Maintain relevant certificates, inspection records, and statutory documentation.

  • Energy management: Monitor equipment performance and energy consumption.

  • Digital twin development: Establish reliable asset data for future digital applications.

  • Financial planning: Support maintenance budgeting, capital expenditure planning, and asset valuation.

For example, if an organization wants to reduce unplanned HVAC failures, its AIR may require equipment identifiers, manufacturer details, model numbers, warranty dates, maintenance intervals, and spare-parts information.

The key principle is simple: define the operational need first and collect only the information necessary to satisfy it.

2. Identify the Relevant Standards and Information Requirements

The AIR should align with the organization's information management framework and contractual obligations.

The following standards and frameworks may be relevant:

Standard or frameworkRelevance to AIR
ISO 19650-1Concepts and principles for managing information using BIM
ISO 19650-2Information management during the delivery phase
ISO 19650-3Information management during the operational phase
ISO 19650-4Principles for information exchange
ISO 19650-5Security-minded information management
ISO 55000 seriesAsset management principles and terminology
COBieA structured approach to exchanging asset and facility information
IFCAn open data schema for exchanging built-asset information

The applicability of each standard depends on the project, asset type, jurisdiction, and contractual requirements. Verify the current editions and applicable national adoptions before incorporating specific requirements into a contract.

It is also important to distinguish the AIR from related information requirements:

  • Organizational Information Requirements (OIR): Define information needed to meet organizational objectives.

  • Asset Information Requirements (AIR): Define information needed to operate and manage assets.

  • Project Information Requirements (PIR): Define information needed to address project-level decisions.

  • Exchange Information Requirements (EIR): Define information required for a particular appointment or information exchange.

  • BIM Execution Plan (BEP): Explains how the appointed team intends to manage and deliver the required information.

An AIR should be developed in the context of the organization's broader information requirements, not as an isolated spreadsheet.

3. Step One: Identify the Asset Owner and Stakeholders

The first practical step is to identify the people who will use, manage, supply, and approve the asset information.

Typical stakeholders include:

  • Asset owners and developers

  • Facility management teams

  • Operations and maintenance managers

  • BIM or information managers

  • Engineering consultants

  • Main contractors and specialist subcontractors

  • Equipment manufacturers and suppliers

  • IT, cybersecurity, and digital transformation teams

  • Finance, procurement, and compliance departments

Conduct stakeholder interviews or workshops to understand their operational responsibilities and information needs.

For example, the maintenance team may need equipment serial numbers and service intervals, while the finance department may need acquisition costs and replacement dates.

Create a stakeholder responsibility matrix that identifies who defines, provides, reviews, approves, and maintains each information requirement.

Deliverable: Stakeholder register and responsibility matrix.

4. Step Two: Define Operational Use Cases

Once stakeholders have been identified, document the activities that the AIR must support.

An operational use case describes a specific activity and the information needed to perform it.

Examples include:

Operational use caseRequired information
HVAC preventive maintenanceAsset ID, manufacturer, model, maintenance interval
Lift maintenanceLift ID, rated capacity, speed, warranty, service provider
Fire pump inspectionPump ID, rated flow, pressure, test records
Electrical panel maintenancePanel ID, voltage, circuit references, inspection history
Warranty managementSupplier, installation date, warranty expiry
Space managementSpace ID, area, occupancy capacity, location
Asset replacement planningInstallation date, expected service life, replacement cost

Prioritize use cases based on operational risk, financial impact, regulatory importance, and business value.

Avoid adding data fields simply because they are available in Revit, IFC, COBie, or a facility management platform. Each field should support a defined requirement.

Deliverable: Operational use-case register.

5. Step Three: Define the Asset Scope and Breakdown Structure

Next, determine which assets must be included in the AIR.

The scope may cover an entire building, a campus, an industrial facility, a transport infrastructure project, or a specific building system.

For a commercial building, the asset scope could include:

  • Architectural assets: doors, windows, access panels, and maintainable finishes

  • Structural assets: maintainable structural components where relevant to operations

  • HVAC assets: chillers, AHUs, FCUs, pumps, and fans

  • Plumbing assets: water pumps, tanks, valves, and treatment equipment

  • Fire protection assets: fire pumps, alarm panels, and suppression equipment

  • Electrical assets: transformers, generators, switchboards, and distribution panels

  • Vertical transportation: lifts, escalators, and associated control equipment

  • Building management systems: controllers, sensors, and monitored equipment

Not every modeled object needs to become a maintainable asset. The owner should establish asset inclusion criteria based on maintenance, safety, cost, operational importance, and system integration needs.

Create an asset breakdown structure using consistent system codes and asset identifiers. Where appropriate, use an agreed classification system such as Uniclass or OmniClass, or a project-specific classification framework.

Deliverable: Asset register scope and classification structure.

6. Step Four: Define the Required Asset Information Fields

This is one of the most important stages in creating an AIR.

For every relevant asset type, define the information fields required for operation and maintenance.

A practical AIR data structure may include the following categories:

A. Identification information

  • Unique asset ID

  • Asset name

  • Asset type

  • Asset classification

  • Building, floor, room, and system location

B. Technical information

  • Manufacturer

  • Model number

  • Serial number

  • Capacity and performance parameters

  • Dimensions and connection requirements

  • Electrical ratings or mechanical specifications, where applicable

C. Operational information

  • Installation date

  • Commissioning date

  • Maintenance frequency

  • Expected service life

  • Operating instructions

  • Inspection and test requirements

D. Commercial information

  • Supplier or installer

  • Purchase or replacement cost, where required

  • Warranty start and expiry dates

  • Spare-parts references

  • Maintenance contract information

E. Documentation and digital references

  • Product data sheets

  • Operation and maintenance manuals

  • Commissioning certificates

  • Test reports

  • Warranty documents

  • Manufacturer maintenance instructions

  • Linked BIM object or asset record

Do not require every field for every asset. For example, the rated flow of a fire pump is relevant, while the same field may not apply to a lift.

Define field applicability, data type, units, allowed values, mandatory status, and validation rules for each asset category.

Deliverable: AIR data dictionary and asset information schedule.

7. Step Five: Specify Information Quality and Validation Rules

An AIR must define not only which data is required but also what constitutes acceptable information.

For every required field, specify:

  • Whether it is mandatory, conditional, or optional

  • The expected format and data type

  • Units of measurement

  • Permitted values or coding conventions

  • Required evidence or supporting documents

  • Validation method

  • Acceptance criteria

For example, an asset ID might be mandatory, unique, and consistent between the asset register and the model. A warranty expiry date may be mandatory for equipment covered by a warranty.

A sample requirement could state:

“Every maintainable mechanical asset shall have a unique asset identifier, an approved asset classification, a defined physical location, and a manufacturer reference where applicable. The information shall be checked against approved equipment schedules and supplier documentation before acceptance.”

Use automated validation where possible, including spreadsheet rules, model parameter checks, IFC validation, COBie checks, and facility management system import tests.

Deliverable: Information quality rules and acceptance checklist.

8. Step Six: Define BIM Model and Non-Graphical Information Requirements

Asset information is not limited to the three-dimensional BIM model. The AIR should identify which information belongs in the model, which belongs in structured asset data, and which should be delivered as linked documents.

For example:

  • Revit may contain asset IDs, equipment types, locations, and selected technical parameters.

  • IFC may support open exchange of geometry and structured properties.

  • COBie may provide structured facility and asset information for handover.

  • A common data environment (CDE) may manage documents, revisions, approvals, and information status.

  • A computerized maintenance management system (CMMS) or integrated workplace management system (IWMS) may store maintenance tasks and work-order history.

Specify the required formats and how identifiers will connect these systems.

The AIR should also define the required information at each milestone. During design, only selected asset attributes may be known. Manufacturer-specific details, serial numbers, commissioning records, and warranty information may become available during procurement, installation, and handover.

Do not demand final operational information before it can reasonably be established.

Deliverable: Model, asset data, document, and exchange-format requirements.

9. Step Seven: Establish Responsibilities, Milestones, and Delivery Procedures

Every requirement must have an accountable party and a defined delivery point.

Create a responsibility matrix for the owner, lead appointed party, designers, contractors, subcontractors, manufacturers, and facility management team.

For each asset information deliverable, specify:

  • Responsible information provider

  • Review and approval authority

  • Required delivery milestone

  • Submission format

  • CDE location and naming convention

  • Review period

  • Rejection and resubmission procedure

  • Final acceptance criteria

Typical milestones include design approval, equipment procurement, installation, commissioning, practical completion, and final handover.

Use the AIR to establish what must be delivered at each stage, then communicate the relevant contractual requirements through the appropriate appointments and exchange information requirements.

Deliverable: Information delivery schedule and responsibility matrix.

10. Step Eight: Create the AIR Document and Template

The AIR can be documented in a controlled document supported by a structured spreadsheet or database.

A practical template should contain the following columns:

FieldExample
Requirement IDAIR-MEP-001
Asset categoryHVAC
Asset typeAir handling unit
Information fieldAsset ID
Requirement descriptionUnique identifier for each maintainable AHU
Mandatory statusMandatory
Data typeText
Responsible partyMEP contractor
Delivery milestoneCommissioning
EvidenceApproved asset schedule
Validation ruleUnique and non-empty
Acceptance authorityOwner's FM representative

Add document control information, including title, document number, revision, owner, approval status, issue date, and review date.

Separate the general AIR requirements from asset-specific schedules. This makes the document easier to maintain when new systems or asset categories are introduced.

Deliverable: Approved AIR document and supporting schedules.

11. Step Nine: Test the AIR on a Pilot Asset Group

Before applying the AIR across an entire project, test it on a representative group of assets.

For example, a commercial building pilot might include one AHU, one fire pump, one electrical panel, and one lift.

Ask the delivery team to provide the required model properties, asset register, technical documents, and commissioning information.

Check whether:

  • Every required field is understandable

  • Data can be obtained from the responsible party

  • The proposed formats work with the owner's systems

  • Identifiers remain consistent across models and documents

  • Acceptance checks can be completed efficiently

  • Any requirements are redundant, unrealistic, or missing

Record the issues, revise the AIR, and repeat the test where necessary.

Deliverable: Pilot validation report and revised AIR.

12. Step Ten: Validate Handover and Maintain the Asset Information Model

The AIR defines the information needed to support the operational asset information model (AIM). The AIM is the managed information resource used to support operation and maintenance.

At handover, verify the delivered information against the approved AIR. Check model properties, asset registers, equipment schedules, manuals, commissioning certificates, warranty data, and required system integrations.

A handover review should confirm:

  1. Required asset information has been submitted.

  2. Mandatory fields are complete and valid.

  3. Asset identifiers are consistent across deliverables.

  4. Supporting documents are present and accessible.

  5. Required formats can be imported into the owner's systems.

  6. Outstanding information gaps are recorded and resolved or formally accepted.

  7. The authorized owner representative has approved the handover.

The AIR should also be reviewed when assets change, new systems are installed, operational requirements evolve, or the organization adopts new digital tools.

This creates a controlled process for maintaining reliable asset information throughout the operational lifecycle.

Example: AIR Requirements for an HVAC Air Handling Unit

Consider a commercial building with several air handling units. The owner wants to manage preventive maintenance, warranty claims, and equipment replacement.

A sample requirement schedule could include:

Information fieldExample requirement
Asset IDUnique identifier; mandatory
Asset typeAir handling unit
LocationBuilding, floor, and plantroom
ManufacturerRequired at procurement or handover
Model numberRequired at procurement
Serial numberRequired after installation
Design airflowValue with defined units
Electrical supplyVoltage and phase, as applicable
Installation dateRecorded after installation
Warranty expiryRequired where a warranty applies
Maintenance intervalBased on approved manufacturer instructions
O&M manualApproved, accessible document link
Commissioning reportRequired before final handover

The sample values illustrate requirement definitions rather than a complete technical specification. Actual airflow, electrical ratings, maintenance intervals, and acceptance thresholds must come from approved project documents and manufacturer information.

The important point is that the AIR defines the expected information, timing, format, and acceptance rules without assuming that all details are available at the start of design.

Common Mistakes to Avoid When Creating an AIR

1. Treating the AIR as a list of Revit parameters. An AIR is driven by operational needs, not by the fields available in a particular software platform.

2. Collecting unnecessary data. Excessive information increases delivery cost and makes ongoing maintenance harder.

3. Confusing AIR with OIR or EIR. Each serves a different purpose within information management.

4. Leaving responsibilities unclear. Assign a responsible party and an acceptance authority for each requirement.

5. Ignoring information delivery timing. Define when information becomes available and when it must be submitted.

6. Omitting validation rules. A field is not useful unless its completeness, format, and correctness can be checked.

7. Treating handover as the end of information management. The AIM must remain relevant as the asset changes throughout its operational life.

Conclusion

Creating an effective Asset Information Requirement (AIR) begins with understanding how an organization operates and what information it needs to manage its built assets. The process then translates those needs into clear asset categories, data fields, quality rules, delivery milestones, responsibilities, and acceptance procedures.

When developed in alignment with the ISO 19650 framework, an AIR helps connect project delivery information with facility management, maintenance planning, asset lifecycle decisions, and future digital transformation.

For asset owners, developers, general contractors, consultants, and facility management teams, the objective is not simply to receive a BIM model. It is to receive reliable, structured, usable information that supports the asset throughout its operational life.

Lupiter Technologies LLP supports BIM advisory, information requirements development, BIM implementation, model coordination, asset information management, and digital transformation for the architecture, engineering, and construction (AEC) industry. A well-defined AIR can provide the foundation for more effective BIM handover and long-term asset information management.

Frequently Asked Questions (FAQs)

1. What is an Asset Information Requirement (AIR) in BIM?

An AIR defines the information an organization needs to operate and maintain its assets. It specifies required asset data, documents, formats, responsibilities, delivery milestones, and acceptance criteria.

2. Which ISO standard covers Asset Information Requirements?

ISO 19650-3 addresses information management during the operational phase of assets. AIR development should also consider the broader ISO 19650 framework and the organization's contractual requirements.

3. What is the difference between AIR and OIR?

OIR defines the information an organization needs to meet its business or organizational objectives. AIR specifies the information needed to operate and manage particular assets.

4. What is the difference between AIR and EIR?

AIR defines operational asset information needs. EIR defines the information required for a particular appointment or exchange, including applicable deliverables and exchange requirements.

5. Is COBie mandatory for an AIR?

No. COBie is one possible structured information exchange approach. Whether it is required depends on the owner's requirements, contract, jurisdiction, and receiving systems.

6. Who prepares the AIR?

The asset owner or appointing organization is generally responsible for defining its asset information needs, supported by facility management, BIM or information management specialists, and relevant technical stakeholders.

7. When should the AIR be prepared?

Ideally, develop it early enough to influence project requirements, appointments, procurement, design, and handover planning. Review it as operational needs and asset information become clearer.

8. Can AIR support digital twin implementation?

Yes. A well-structured AIR can establish consistent asset identifiers, technical attributes, documentation links, and information quality rules that support digital twin development. Additional integration, data governance, and operational technology requirements may also be needed.

9. What should an AIR template contain?

A practical AIR template includes requirement IDs, asset categories, data fields, definitions, mandatory status, formats, responsible parties, delivery milestones, validation rules, and acceptance criteria.

10. How can Lupiter help with AIR development?

Lupiter can support asset information requirement workshops, AIR schedules, BIM information management, model and asset data validation, BIM handover planning, and alignment of asset information with facility management workflows.

How to Create an Organisation Information Requirements (OIR) Document: A Step-by-Step Guide

Introduction: What Are Organisation Information Requirements (OIR)?

Organisation Information Requirements (OIR) define the information an organisation needs to support its strategic objectives, business decisions, operational activities, and asset management responsibilities.

In Building Information Modelling (BIM), OIR establish the organisational need for information before project-specific requirements are developed. They help owners, developers, infrastructure operators, facility management teams, and construction organisations determine what information they need, why they need it, and how it will support business outcomes.

For example, a real estate developer may need reliable information about construction costs, project progress, energy performance, asset condition, and maintenance expenditure. Instead of collecting unnecessary information from every project, the organisation defines its requirements and uses them to guide BIM information delivery.

ISO 19650 provides an internationally recognised framework for managing information across the lifecycle of built assets. Within this framework, OIR are an important starting point for connecting business objectives with information management activities.

This tutorial explains how to create an OIR document step by step, including stakeholder analysis, business objectives, information needs, responsibility allocation, validation, and implementation.

1. Understand the Purpose of OIR in BIM

Before preparing an OIR document, understand what the organisation wants to achieve through information management.

An OIR is not simply a list of BIM model elements, drawings, or software requirements. It defines the information needed to support organisational decisions and activities.

Typical objectives include:

  • Improving asset lifecycle management.

  • Reducing operational and maintenance costs.

  • Monitoring project investment and capital expenditure.

  • Improving energy efficiency and sustainability reporting.

  • Standardising information across multiple projects.

  • Supporting portfolio-level reporting and decision-making.

  • Improving compliance, risk management, and auditability.

Example: A hospital operator managing five hospitals may require consistent information about medical equipment, maintenance schedules, warranty periods, energy consumption, and asset replacement dates. These organisational needs should inform the OIR and subsequently guide relevant project information requirements.

The primary question is: What information does the organisation need to make better decisions and achieve its business objectives?

2. Understand the Relationship Between OIR, AIR, PIR, and EIR

An effective OIR document works as part of a wider information management framework.

Organisation Information Requirements (OIR)

OIR describe the information required to support organisational objectives, business decisions, and asset portfolio management.

Asset Information Requirements (AIR)

AIR define the information needed to operate and maintain a particular asset or asset portfolio. They translate relevant organisational needs into asset-related information requirements.

Project Information Requirements (PIR)

PIR define the information needed to support decisions at key stages of a project, such as feasibility, design approval, construction progress, and handover.

Exchange Information Requirements (EIR)

EIR specify the information to be exchanged for a defined appointment or information delivery purpose, including applicable information content, formats, standards, and delivery expectations.

The requirements should be connected rather than developed in isolation.

Example: If an organisation's OIR requires accurate maintenance-cost reporting, the AIR may specify asset identifiers and maintenance-related attributes. The PIR may require design-stage maintainability information, while the EIR defines the relevant deliverables, exchange formats, and delivery dates for an appointed party.

This relationship helps prevent information from being collected without a clear business purpose.

3. Step 1: Define the Organisation's Business Objectives

Start by identifying the organisation's strategic and operational objectives. These objectives form the foundation of the OIR document.

Conduct workshops with senior management, asset owners, finance teams, project directors, operations managers, and facility management personnel.

Ask questions such as:

  • What decisions does management make regularly?

  • Which information is currently difficult to obtain?

  • What operational problems cause avoidable expenditure?

  • What information is required for regulatory or contractual reporting?

  • How should BIM and digital information improve business performance?

  • Which performance indicators should be measured?

Document the answers in a business objectives register.

Example business objectives register:

Business objectiveBusiness problemDesired outcome
Reduce maintenance costsIncomplete asset recordsReliable maintenance information
Improve project controlInconsistent progress reportsStandardised progress reporting
Improve energy performanceLimited energy dataMeasurable energy-performance indicators
Standardise asset handoverInconsistent handover packagesStructured, validated asset information

Each objective should have a clear business owner and, wherever possible, a measurable performance indicator.

Avoid objectives such as “implement BIM” without explaining the business result expected from that implementation.

4. Step 2: Identify Stakeholders and Information Users

The next step is to identify who creates, manages, approves, and uses organisational information.

OIR should reflect the needs of decision-makers and information users, not only the requirements of the BIM team.

Typical stakeholders include:

  • Board members and executive management.

  • Asset owners and portfolio managers.

  • Finance and investment teams.

  • Project management consultants (PMC).

  • Design and engineering teams.

  • Construction and EPC contractors.

  • Facility management and maintenance teams.

  • IT, cybersecurity, and information management teams.

  • Sustainability and compliance departments.

Conduct stakeholder interviews or information requirement workshops. Record each stakeholder's decisions, information needs, preferred reporting frequency, and responsibilities.

For example, a finance director may need project cost and forecast information every month, while a facility manager may require equipment identifiers, warranty details, and preventive maintenance information at handover.

Use a stakeholder matrix to establish accountability.

StakeholderInformation needBusiness purpose
Executive managementPortfolio performanceStrategic decisions
Finance teamCapital expenditure and forecastsBudget control
Project directorProgramme and progressProject control
Facility managerAsset and maintenance recordsOperations
Sustainability teamEnergy and environmental dataPerformance monitoring

This step helps ensure that the OIR reflects actual organisational requirements.

5. Step 3: Assess Existing Information and Information Gaps

Before creating new requirements, evaluate the information the organisation already collects.

Review existing documents, spreadsheets, asset registers, project reports, maintenance systems, Common Data Environment (CDE) platforms, and legacy BIM models.

Identify problems such as:

  • Missing or duplicated asset information.

  • Inconsistent naming and classification.

  • Unreliable project cost reports.

  • Different reporting formats across projects.

  • Missing equipment warranty information.

  • Poor data quality at project handover.

  • Information that cannot be transferred into operational systems.

Create an information gap analysis that compares current capabilities with desired business outcomes.

For example, an organisation may possess detailed 3D models but lack asset identifiers, manufacturer information, warranty dates, and maintenance classifications. In this case, model geometry alone does not satisfy its operational information needs.

Classify each gap according to its business impact, urgency, and cost of resolution. This enables the organisation to prioritise the most valuable requirements first.

6. Step 4: Translate Business Objectives into Information Requirements

Convert each business objective into a clearly defined information requirement.

Every requirement should explain:

  1. What information is needed?

  2. Why is the information needed?

  3. Who will use it?

  4. When is it needed?

  5. What level of accuracy or reliability is expected?

  6. How will the information be validated?

  7. What system or format must receive the information?

Example:

Business objective: Improve maintenance planning.

Information requirement: The organisation requires a consistent asset register containing a unique asset identifier, asset classification, location, manufacturer, model reference, installation date, warranty expiry date, and maintenance reference for designated maintainable equipment.

Purpose: Enable maintenance planning, warranty tracking, and asset lifecycle reporting.

Acceptance criteria: Required fields must be populated, identifiers must be unique, and records must pass agreed validation checks before acceptance.

This approach turns a general business ambition into a requirement that can be implemented and tested.

Avoid including every possible parameter in the OIR. Detailed asset attributes may belong in the AIR, while project-specific exchanges may be defined through the PIR and EIR.

7. Step 5: Establish Information Standards and Data Governance

An OIR should define the organisational principles that govern information quality and consistency.

Consider the following areas:

  • Information naming and classification.

  • Unique asset and project identifiers.

  • Data ownership and approval authority.

  • Information security and access permissions.

  • Data retention and archival requirements.

  • Interoperability and exchange formats.

  • Quality assurance and validation.

  • Common Data Environment governance.

  • Alignment with relevant legal and regulatory obligations.

ISO 19650 provides a framework for information management using BIM. Depending on the organisation's scope, other relevant standards and frameworks may also apply.

For example, ISO 19650-1 addresses concepts and principles, while ISO 19650-2 addresses the delivery phase of assets and ISO 19650-3 addresses the operational phase. ISO 19650-5 addresses a security-minded approach to information management.

Select applicable standards based on the organisation's activities and contractual obligations rather than listing standards without explaining their purpose.

8. Step 6: Define Information Delivery and Responsibility

The OIR should clarify the organisational expectations that downstream information requirements must satisfy.

Establish who is accountable for defining, producing, checking, approving, and using information.

A responsibility matrix can help:

ActivityAccountable roleSupporting role
Approve organisational needsExecutive sponsorAsset management
Define asset information needsAsset ownerFacility management
Define project information needsProject directorInformation manager
Produce project informationAppointed delivery teamBIM coordinator
Validate operational dataAsset information managerFacility management

The exact roles depend on the organisation's structure and appointments.

At this stage, focus on governance and accountability. Detailed deliverable schedules, appointment-specific exchanges, and model production responsibilities should be developed in the appropriate downstream documents.

9. Step 7: Create an OIR Register and Document Structure

Prepare a controlled OIR document supported by a register of individual requirements.

A practical OIR document structure includes:

  1. Document purpose and scope.

  2. Organisation profile and business context.

  3. Strategic and operational objectives.

  4. Stakeholder and information-user analysis.

  5. Existing information assessment.

  6. Information requirements register.

  7. Information standards and governance.

  8. Responsibilities and approval procedures.

  9. Information security requirements.

  10. Performance measures and validation.

  11. Implementation roadmap.

  12. Review and change-control procedure.

Recommended OIR register fields include:

  • Requirement ID.

  • Business objective.

  • Information requirement description.

  • Business justification.

  • Information user.

  • Decision or activity supported.

  • Required timing or trigger.

  • Quality and acceptance criteria.

  • Responsible owner.

  • Priority.

  • Related AIR, PIR, or EIR.

  • Review date and status.

Use unique identifiers so requirements can be tracked across projects and asset operations.

10. Step 8: Validate, Approve, and Implement the OIR

Before approval, review every requirement with its business owner and intended information user.

Check that each requirement is necessary, measurable, achievable, and linked to a documented business objective.

Ask whether the requirement can be fulfilled with the available technology, contractual arrangements, budget, and delivery capability.

Pilot the OIR on a representative project or asset. Test whether the resulting information supports the intended decisions and can be transferred into the organisation's reporting and operational systems.

Once validated, obtain approval from the designated authority and communicate the requirements to project and asset management teams.

The approved OIR should guide the development of related information requirements and the organisation's information management procedures.

11. Step 9: Monitor and Review the OIR

Organisational needs change as portfolios expand, regulations evolve, operational systems change, and new technologies become available.

Review the OIR at defined intervals and when significant business changes occur.

Useful performance indicators include:

  • Percentage of required information fields completed.

  • Percentage of accepted information exchanges.

  • Number of data-quality issues at handover.

  • Time required to retrieve asset information.

  • Percentage of maintainable assets with verified records.

  • Reduction in avoidable information rework.

  • Improvement in reporting completeness and reliability.

Set realistic targets based on a measured baseline. Record revisions, approval dates, and the reasons for changes so that the OIR remains a controlled organisational document.

Conclusion

Creating an Organisation Information Requirements document is a strategic information management activity, not simply a BIM documentation exercise. A well-developed OIR connects organisational objectives with the information needed to make decisions, deliver projects, and operate assets effectively.

By identifying business objectives, consulting stakeholders, assessing information gaps, defining measurable requirements, establishing governance, and implementing a structured review process, organisations can build a consistent foundation for BIM and digital transformation.

For owners, developers, contractors, EPC organisations, and facility managers, the greatest value of OIR comes from ensuring that information is collected for a defined purpose and remains useful throughout the asset lifecycle.

Lupiter Technologies LLP supports organisations with BIM advisory, information management, BIM implementation, and project delivery workflows. A structured OIR is a practical starting point for aligning business strategy with ISO 19650-based information management.

Call to action: Need help developing an OIR, AIR, PIR, or EIR for your organisation? Contact Lupiter Technologies LLP through www.lupitertech.com to discuss your BIM information management requirements.

How to Create an EIR Document for BIM Projects | Step-by-Step Guide

 

Introduction: What Are Employer’s Information Requirements (EIR)?

Employer’s Information Requirements (EIR) are an essential component of Building Information Modelling (BIM) implementation. They define the information a client, building owner, or employer expects from the project team, including what information must be delivered, why it is needed, who is responsible for producing it, when it must be delivered, and how it will be checked.

Under the ISO 19650 framework, EIR stands for Exchange Information Requirements. The terminology changed from Employer’s Information Requirements, used in the earlier PAS 1192 framework, to Exchange Information Requirements to reflect information exchanges between appointed parties throughout a project.

An EIR helps building owners, developers, project management consultants (PMCs), architects, engineering consultants, contractors, and facilities management teams establish clear information expectations before project delivery begins.

For example, a building owner planning a hospital may require coordinated architectural, structural, and MEP models, equipment schedules, maintenance information, COBie data where specified, and verified as-built information before handover.

Without clearly defined requirements, project teams may produce BIM models that look detailed but fail to provide the information needed for construction, asset management, or facility operations.

This guide explains how to create an EIR document step by step, with practical examples, a recommended document structure, and a quality-control checklist.

How to Create a BIM Execution Plan: Step-by-Step Guide

 


A BIM Execution Plan (BEP) is one of the most important documents for successfully implementing Building Information Modeling on an architecture, engineering, construction or infrastructure project. It defines how BIM will be used, who is responsible for each activity, what information must be produced, how models will be exchanged, which standards will be followed, and how quality will be controlled.

A well-prepared BIM Execution Plan helps architects, engineers, contractors, subcontractors, consultants, project managers and owners work from a common BIM strategy.

If you are wondering how to create a BIM Execution Plan, this guide explains the process step by step, including BIM objectives, project roles, LOD/LOIN, CDE, software, modeling standards, coordination, QA/QC, information exchange and final deliverables.

The approach also aligns with the principles of ISO 19650 information management. Under ISO 19650, a pre-appointment BEP can demonstrate the prospective delivery team's capability to meet the information requirements, while the appointed team's BEP becomes a practical delivery tool for managing information throughout the appointment.

Understanding ISO 19650: The Global Standard for BIM Information Management

Introduction: Why ISO 19650 Matters in the BIM Era

In the world of Building Information Modeling (BIM), collaboration and data consistency are everything. As projects grow in complexity and scale, AEC professionals need a common framework to manage digital information effectively.

That’s where ISO 19650 comes in — the global standard for BIM information management, defining how data is created, shared, and maintained across the entire project lifecycle.

Whether you’re an architect, engineer, contractor, or client, understanding ISO 19650 is essential to deliver smarter, compliant, and more collaborative BIM projects.


What Is ISO 19650?

ISO 19650 is an international standard that provides a structured approach to managing information throughout the lifecycle of a built asset from concept to operation.

It is based on the UK BIM Level 2 framework and defines best practices for:

  • Information exchange between stakeholders
  • Data organization and version control
  • Common Data Environment (CDE) structure
  • Roles, responsibilities, and approval processes

In essence, ISO 19650 ensures everyone in a BIM project is “speaking the same data language.”


The Core Principles of ISO 19650

ISO 19650 is built around a few key principles that help AEC teams manage digital information consistently:

a. Information Requirements

Define what information is needed, when, and by whom.

  • OIR (Organizational Information Requirements)
  • AIR (Asset Information Requirements)
  • EIR (Exchange Information Requirements)

b. Common Data Environment (CDE)

A shared digital workspace where all project information is stored, reviewed, and approved ensuring a single source of truth.

c. Information Delivery Cycle

A systematic process for creating, validating, and sharing information at every project stage, improving traceability and accountability.

d. Roles and Responsibilities

ISO 19650 clearly defines who does what from appointing parties (clients) to lead appointed parties (main contractors) and task teams (designers and engineers).


Structure of ISO 19650: Key Parts Explained

Part 1 – Concepts and Principles

Outlines the fundamental principles of information management and the structure of the CDE.
It defines key terms like “information container,” “BIM execution plan (BEP),” and “information delivery planning.”

Part 2 – Delivery Phase of the Assets

Focuses on managing information during project delivery design, construction, and handover.
It guides how to create BEPs, handle approvals, and manage versioning.

Part 3 – Operational Phase of the Assets

Deals with information management during operation and maintenance linking BIM to Facility Management (FM) systems.

Part 4 – Building and Civil Engineering Work

Deals with information management for building and civil engineering works

Part 5 – Security-Minded BIM

Introduces strategies for managing sensitive data and ensuring cybersecurity in BIM workflows.

Each part of ISO 19650 works together to ensure that BIM data remains accurate, secure, and useful throughout the building’s entire lifecycle.


Benefits of Implementing ISO 19650

AEC firms adopting ISO 19650 enjoy significant operational and strategic advantages:

BenefitImpact on AEC Firms
Standardized collaborationReduces confusion and data duplication
Better data qualityEnsures reliable and accurate models
Improved productivityStreamlined workflows across teams
Enhanced client confidenceDemonstrates compliance and professionalism
Global interoperabilityEnables international project participation

By following ISO 19650, firms build trust and efficiency, winning more projects and avoiding costly rework.


ISO 19650 in Practice: How Firms Apply It

Implementing ISO 19650 starts with a BIM Execution Plan (BEP) that aligns roles, responsibilities, and deliverables.

Here’s a simplified roadmap:

  1. Define the EIR (Exchange Information Requirements)
  2. Develop a pre-contract BEP
  3. Set up the Common Data Environment (CDE)
  4. Establish naming conventions and version control
  5. Monitor and audit information workflows
  6. Train teams to maintain data integrity

These steps ensure that the BIM process remains consistent, transparent, and scalable across projects.


ISO 19650 and Global BIM Adoption

Countries like the UK, UAE, Singapore, and India have aligned their national BIM frameworks with ISO 19650.
For international AEC firms, this means easier cross-border collaboration and universal quality assurance.

Many clients now require ISO 19650 compliance as part of their project documentation — making it a competitive differentiator in global tenders.


Challenges and How to Overcome Them

Adopting ISO 19650 may seem daunting due to documentation and process changes.
Common challenges include:

  • Lack of trained BIM coordinators
  • Poor understanding of CDE structure
  • Resistance to workflow changes

Solution:
Start with pilot projects, conduct ISO 19650 awareness training, and partner with a BIM consultant for implementation support.


Conclusion: ISO 19650 – The Future of Smart Construction

ISO 19650 isn’t just another compliance requirement — it’s the foundation for digital transformation in the construction industry.

By standardizing how information is managed, shared, and delivered, ISO 19650 empowers AEC firms to achieve efficiency, transparency, and global competitiveness.

As the BIM ecosystem evolves, mastering ISO 19650 is the key to staying ahead in the data-driven future of construction.

#ISO19650 #BIM #DigitalConstruction #AECIndustry #BIMImplementation #BuildingInformationModeling #BIMConsultant #SmartConstruction #InformationManagement #Lupiter