1.

Introduction
● Overview of the purpose and benefits of a CDE
● Importance of establishing a CDE strategy for the company

Objectives
● Define the specific goals and objectives for the CDE strategy
● Outline how the CDE will support the company's overall business objectives

Implementation Plan
● Define the steps required to implement the CDE strategy
● Assign responsibilities to relevant team members
● Outline a timeline for implementation

CDE Platform Selection

● Identify the appropriate CDE platform based on company needs and budget
● Evaluate different CDE platforms in terms of features, ease of use, and cost
● Make a recommendation for the selected CDE platform

CDE Configuration & Workflow

● Define the structure of the CDE, including folder hierarchy, access controls, and
file naming conventions
● Establish a protocol for file uploading and version control
● Ensure compatibility with other software and tools used by the company

User Training and Support

● Develop a training plan for users to learn how to effectively use the CDE
● Establish a support system for users who encounter issues or have questions

Quality Assurance
● Establish a system for regular quality checks of the CDE and its contents
● Define procedures for resolving any issues or discrepancies found during quality
checks
2. To ensure that the project team has consistent and easily accessible information, various
types of information such as documents, drawings, models, and RFIs should be
uploaded and logged through a CDE or BIM360 platform. This will also facilitate
accountability for the project.

In order to improve communication and track necessary design changes, an

investigation into the use of electronic markups will be conducted, and the RVT/IFC file
format as well as PDFs will be adopted. The BIM360 CDE should be utilized to
exchange these files and to request deadlines.

The Project BIM Manager will establish the CDE folder structure in accordance with ISO
19650 and project information delivery requirements.

BIM360 Folder Structure Sample

CDE Workflow Sample

 Draft High Level CDE Folder Responsibility Matrix Sample

ARC = Architect
STR = Structural Engineer
MEP = MEP Engineer
AP = Appointing Party/ Client
MC = Main Contractor

Parties Folders

01. 02. 03. 04. 05. 06.

WIP SHARED PUBLISHED ARCHIVE REFERENCE RESOURCES

ARC R/W/D R/W/D R R R R

STR R/W/D R/W/D R R R R

MEP R/W/D R/W/D R R R R

AP R R R/W/D R/W/D R/W/D R/W/D

MC R R R/W/D R/W/D R R

R = Read, W = Write, D = Delete

The BIM manager for the project is responsible for establishing the approval process and
obtaining agreement from all stakeholders during the project's BIM kick-off meeting. The
advancement of this process should be documented in the BEP.

Approval Workflow Sample