ISO 19650 Tender Response Best Practices

Summary

This lesson breaks down how to win an ISO 19650 tender using a clear, step-by-step strategy. It guides you through the tender response phase, from nominating an information manager to establishing a risk register and mobilization plan. The importance of preparing pre-appointment BIM execution plans, assessing team capabilities, and ensuring all resources are ready for the project are emphasized. By using tools like checklists and templates, such as the risk register and mobilization plan, the process is simplified, making it easier to deliver a compliant, well-organized tender aligned with ISO 19650 requirements.

Takeaways

• 😀 The ISO 19650 workflow is a step-by-step process that helps define information requirements, from the start of the project through to project closeout.
• 😀 The tender process begins after establishing organizational and project information requirements, setting the stage for a well-organized response.
• 😀 The tender response phase focuses on creating a winning tender by addressing essential elements like the pre-appointment BIM execution plan, risk register, and mobilization plan.
• 😀 A key challenge in the tendering process is the lack of clear variables, leading to misunderstandings about what is expected and resulting in resource planning issues.
• 😀 Effective risk management involves identifying potential risks early and planning mitigation strategies to avoid delays and complications during the project.
• 😀 The tender response phase, outlined in Clause 5.3 of ISO 19650, includes nominating an individual for information management and establishing a pre-appointment BIM execution plan.
• 😀 Evaluating the task team's capability and capacity is essential to ensure that the right skills and resources are available to meet project requirements.
• 😀 The mobilization plan is critical to ensure that all resources, including IT systems and personnel, are ready and in place before the project begins.
• 😀 A risk register helps identify and document risks related to information management, ensuring that they are addressed proactively.
• 😀 Plany simplifies the tender process by providing pre-built checklists for each task, helping teams stay aligned with ISO 19650 requirements and ensuring nothing is overlooked.
• 😀 With Plany, prospective appointed parties can securely submit standardized responses, including templates for the pre-appointment BIM execution plan, risk register, and mobilization plans, all within a single platform.

Q & A

What is ISO 19650 and why is it important for tendering processes?

ISO 19650 is an international standard that defines the processes for managing information throughout a built asset's lifecycle. It is important for tendering because it ensures that information requirements are clear and consistent, providing a structured approach to creating compliant and organized tenders.

What is the first step in the tender response phase outlined in ISO 19650?

The first step is to nominate an individual for the information management function. This person is responsible for handling information management tasks and ensuring seamless information flow between all stakeholders throughout the project.

Why is the pre-appointment BIM execution plan crucial in the tender process?

The pre-appointment BIM execution plan outlines how the delivery team intends to manage information throughout the project. It serves as a game plan to demonstrate to the appointing party that the team is well-prepared to meet all information management requirements.

What does assessing task team capability and capacity involve in ISO 19650?

Assessing task team capability and capacity involves evaluating whether each team has the necessary skills, experience, and resources to deliver the required tasks. This ensures that the team is capable of meeting the project’s demands effectively.

What is the role of the delivery team’s mobilization plan in the tender process?

The mobilization plan ensures that all necessary resources, including IT systems, personnel, and information flows, are in place before the project starts. This preparation helps ensure smooth project execution.

How does the risk register help in the tender response phase?

The risk register allows the team to identify potential risks related to information management early on and develop mitigation strategies. This proactive approach helps prevent risks from escalating and affecting project delivery.

What tools or templates are provided to assist with the tender response process?

The tender response process is supported by pre-built templates for the pre-appointment BIM execution plan, risk register, and mobilization plan. These templates help streamline the response process and ensure compliance with ISO 19650 standards.

How does Planer support teams in the tender response phase?

Planer provides a centralized platform that includes checklists, templates, and task tracking to ensure that teams address all requirements efficiently. It helps manage responsibilities, track milestones, and align responses with ISO 19650 requirements.

What are the benefits of using standardized responses in the tender process?

Standardized responses streamline the submission process by ensuring that all teams submit consistent and aligned information. They reduce errors and help maintain a high level of organization and compliance across all tenders.

Why is early planning emphasized in the tendering process?

Early planning is emphasized because it allows the team to prepare thoroughly, anticipate challenges, and address all requirements well in advance. This proactive approach reduces stress, avoids last-minute issues, and ensures a more successful tender submission.