Owner’s strategic goal
Goal statement
“Capture the information required for long-term maintenance and operation of the building, ensuring all assets, systems, and spatial data are accurate and complete.”
Your job - turn this goal into clear requirements the delivery team can actually follow.
Access the pre-filled Exchange Information Requirements (EIR) document provided in the Contract Documents.
This document already contains the required structure. Your task is to work through the EIR and complete the highlighted Smart Fields.
Plannerly Templates → ISO 19650 Example Templates - English → Contract Documents → Add
Required checklist
- Review the pre-filled EIR sections and understand the Owner’s information needs
- Complete all highlighted Smart Fields in this EIR template
- Ensure your responses focus on operational needs, not delivery methods
- Follow any inline guidance provided within each section
Once located, the EIR document will guide you through the task. Follow the instructions in each section.
Follow the instructions in the “Define the information requirements in Scope” section in the EIR Document to complete this step.
Required checklist
- Create discipline folders in Scope: Architecture, Mechanical, Electrical
- Add tasks under each folder: Interior Walls, Air Terminals, Mechanical Equipment, Lighting Fixtures, Cable Tray with Fittings
- Rename Milestone 1 to Operation
- Import the CSV: Plannerly Assignment Information Requirement Import Template.csv
- Assign the correct information requirements in the Operation column for each task
To continue, go back to the “Define the information requirements in Scope” section in the Contract Documents.
Final deliverables for Task 1
Follow the instructions in the "Invitation To Tender" section in the EIR Document to complete the final deliverable for Task 1.
Required checklist
- Set all tender-relevant EIR sections to Shared.
- Invitation to tender document in the File Manager.
All actions for the Task 1 Deliverables are guided within the “Invitation to Tender” section of the EIR document.
How to Video - To be Uploaded
Once exported, you’re ready to move on to Task 2 - building your BEP and MIDP.