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ISO 19650-2 - Invitation to Tender and Tender Response - How to start your BIM Project with ISO 19650 (Episode 2)
- 1. Start with ISO 19650 Assessment and Need | Invitation to Tender | Tender Response ISO 19650-2 Clause 5
- 2. Introduction + Templates - LINK: https://www.plannerly.com/what-is-iso-19650 Access in-app and/or join the reviewer team: plannerly.com/reviewer PREVIOUS EPISODE (Episode 1):
- 3. Thanks to over 150 review teams from over 30 countries! Join the review team?: plannerly.com/reviewer
- 4. Collaborative Tendering THIS EPISODE (Episode 2):
- 6. 1. What’s in the ISO 19650 Templates and Why? 2. ISO 19650 Tender + Response Demystified 3. ISO 19650 Tools Agenda:
- 7. What’s in the ISO 19650 Templates? Assessment and Need | Invitation to Tender | Tender Response ISO 19650-2 Clause 5
- 8. Information management during the delivery phase of assets ISO 19650-2 Clause 5 Activities for assessment and need Activities for invitation to tender Activities for tender response
- 10. Ok, let’s go step by step
- 11. Assessment and Need | Invitation to Tender | Tender Response Assign “Manager” Permission
- 12. Assessment and Need | Invitation to Tender | Tender Response Project Scope, Info Purpose, Plan of Work, Procurement Route, Key Decision Points, Appointing Party Questions ✔
- 13. Assessment and Need | Invitation to Tender | Tender Response Purpose For Information Exchanges ✔ ✔
- 14. Assessment and Need | Invitation to Tender | Tender Response Project’s Information Standards ✔ ✔ ✔
- 15. Assessment and Need | Invitation to Tender | Tender Response Capture, Security, Distribution, Review, Delivery, Approval ✔ ✔ ✔ ✔
- 16. Assessment and Need | Invitation to Tender | Tender Response Existing Assets, Templates, Object Libraries… what’s available and where can it be found? ✔ ✔ ✔ ✔ ✔
- 17. Assessment and Need | Invitation to Tender | Tender Response Common Data Environment (CDE) ✔ ✔ ✔ ✔ ✔ ✔
- 18. Assessment and Need | Invitation to Tender | Tender Response Information Protocol and additional Contract Language Where do you find each or the Information Particulars? ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 21. Assessment and Need | Invitation to Tender | Tender Response Level of Information Need: Geometrical Information, Alphanumerical Information, Documentation Requirements ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 22. Assessment and Need | Invitation to Tender | Tender Response Gather Resources ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 23. Assessment and Need | Invitation to Tender | Tender Response How Will Teams Be Evaluated? ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 24. Assessment and Need | Invitation to Tender | Tender Response Filter Invitation To Tender ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 26. Not much more...
- 27. Assessment and Need | Invitation to Tender | Tender Response Assign “Editor” Permission To Prospective Team Member(s) ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 28. Assessment and Need | Invitation to Tender | Tender Response Pre-appointment BEP ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 29. Assessment and Need | Invitation to Tender | Tender Response Assess Capability - Ask and Answer Questions ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 30. Assessment and Need | Invitation to Tender | Tender Response Confirm Delivery Team Capability and Capacity ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 31. Assessment and Need | Invitation to Tender | Tender Response Resource Planning, Software, Hardware and Testing ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 32. Assessment and Need | Invitation to Tender | Tender Response Potential Project Threats and Mitigation ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 33. Assessment and Need | Invitation to Tender | Tender Response Compile Responses ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔ ✔
- 35. Demystifying The ISO 19650 Procurement Process Assessment and Need | Invitation to Tender | Tender Response
- 36. 36 It’s just procurement REQUEST RESPONSE(S) ✅ SELECTION INVITATION TO TENDER TENDER RESPONSE
- 37. Assessment and Need | Invitation to Tender | Tender Response ISO 19650 Tools
- 38. BIM Manager’s Toolkit For ISO 19650?
- 39. Simple ISO 19650 Platform?
- 40. 40 1. Use Templates 2. Share For Review 3. Create Information Requirements 4. Complete Project Details 5. Add Prospective Team(s) 6. Prospective Team Responses 7. Collaborative Tendering 8. Transition to Appointment Simple ISO 19650 Tender Workflow
- 41. 1. New Project Using Templates
- 42. 2. Share for Review
- 43. 3. Create Information Requirements
- 44. 3. Create Information Requirements
- 45. 4. Complete Project Details
- 46. 5. Add Prospective Team(s)
- 47. 6. Prospective Team(s) Responses
- 49. 8. Transition To Appointment
- 50. Summary
- 51. 51 ✓ Use Templates ✓ Share For Review ✓ Create Information Requirements ✓ Complete Project Details ✓ Add Prospective Team(s) ✓ Prospective Team Responses ✓ Collaborative Tendering ✓ Transition to Appointment Simple ISO 19650 Tender Workflow
- 52. ✓ What’s in the ISO 19650 Templates and Why? ✓ ISO 19650 Tender + Response Demystified ✓ ISO 19650 Tools
- 53. Join Review Team: plannerly.com/reviewer Use Templates: app.plannerly.com WHAT NEXT?
- 54. Training videos: plannerly.com/demo Your own BIM Management Masterclass: plannerly.com/masterclass 1 2 TWO RESOURCES:
- 55. Collaborative Tendering ✔ Episode 2: Collaborative Contracting Episode 3: Next Episode: Collaborative Contracting
- 56. Q&A Bookmark for deep dive articles: plannerly.com/what-is-iso-19650 Free Company Plan Trial: plannerly.com/trial
- 57. Let’s Partner! Find out more: www.plannerly.com
Notas do Editor
- Containing Project Information Through An Integrated Workflow
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Who is in charge of bringing everything together? Someone, who understands what the given company as a requestor (in ISO terms: appointor) needs and how to request that with a digital hat on….
- What do we want to use the information for? What is the purpose of creating any kind of information? What do we need as a requestor, so in the end of the entire project planning and execution, we can use the information for our goals?
- The right BIM at the right time - not before and definitely not after. What are the target BIM use cases in a certain point in time that require specific information deliveries?
- What are the standards, classifications, naming conventions, color coding... that should be followed during the project? Starting from the global standards, but adding lessons learnt and best practices to the standards of information exchange will contribute to the continuous development from project to project, resulting a leaner execution
- Are there any specific ways of researching, creating, revising, and sharing the information? Are there any specific tools, exchange formats or processes that assure that we can access to the right information, when we need it?
- Did we work on or request similar deliverables before? How did we do that back then? How do they look like? Can we share it with others? Also: what did we do wrong (lessons learnt), so we can avoid them going forward...
- Where is that place in the digital space where all the stakeholders can come together or rather: how to access the net of such digital places to share information and models and conduct specific communication?
- All the above mentioned combined and supported with contract language? And specifically where people can find certain documents and information
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Once the generic needs and purposes of what information is needed and how that is going to be used, we can go into project specific details. What assets do we want to manage and how those should be created, when? What additional information we want to attach to a piece of geometry? Create the high level responsibility matrix
- Examples, examples, examples. This is what we need - can you create something similar?
- We have to decide, who we want to work with. Let’s save each other from surprises: this is the way how we are going to make our decision...
- Do not overload prospective teams with something that they don’t need. Compile documents filtered to a certain prospective team’s needs. Let’s put everything together and invite some nice companies to work with!
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Someone is in charge on the appointor side, to oversee information management activities. We need the counterpart of that person in the appointee organization as well - just to have someone to call and talk with
- Start answering the concerns the appointor has. If the appointor sets the structure of the document, they will have a better chance to compare apple to apple in the end. Highlighting special skills and experience is always a plus though!
- Do we - as the prospective team, or appointee - have the right skills? Do we have the right size of organization? Is this project a good fit for us?
- Communicate, what we - still as the appointee, or prospective team - can do. What are the skills we gathered, what kind of trainings we have gone through, what kind of trainings we still have to go through, how many we are, what kind of tools we are using - and when can we get started?
- A schedule of expected workload, a schedule of training on missing skills, performing software, hardware, CDE tests… Are we planning with some downtime periods? What are our typical working hours? etc...
- Let’s also incorporate the lessons learnt on previous projects and how we resolved the issues (good and bad examples are equally valuable) The excrement has impacted the rotating blades. / FUBAR
- Let’s go! Compile the document and send for evaluation
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Many companies try to start from contract workflows that resemble a Rube Goldberg machine which turns a simple task into an overly complicated or even an outrageous process! Ref: World Commerce & Contracting
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Let’s start a BEP on the right foot by asking some questions that need to be clear
- Containing Project Information Through An Integrated Workflow
- watch the “Basics” videos and let us know when you would like to schedule your SmartLeanBIM® Masterclass!
- We would love to partner with you to help our industry! Are you ready to work together? Meet us?: https://www.plannerly.com/meeting Partner?: https://www.plannerly.com/register