Guide · 5 min read

How to brief a BIM outsourcing partner: a checklist

Most problems in outsourced BIM come from an unclear brief. Use this checklist to get an accurate quote and a model you can use.

A good brief saves more time than any other single step. Send the items below with your enquiry and a partner can give you a scope and price that will hold.

1. The project

  • Name, location, building type and approximate floor area.
  • Project stage: concept, design development, construction documents, construction or as-built.
  • Disciplines needed: architecture, structure, MEP, or all three.

2. The source information

  • Drawings as DWG or PDF, plus any Revit or IFC models that already exist.
  • Point clouds in RCP, RCS, PTS or E57 for existing buildings, with scan control.
  • Specifications, equipment schedules and design criteria.
  • A note of anything missing or likely to change.

3. The standard

  • The BIM Execution Plan, EIR or owner guide, if there is one.
  • Level of Development for each element category, written as a table.
  • Units, coordinate system, levels and grids.
  • Your Revit template, naming rules, line styles and sheet standards.

4. The deliverables

  • File formats: RVT, IFC, NWD, DWG, PDF.
  • Which sheets, schedules and quantities you need.
  • Model-health expectations: warnings, purge level, workset organization.

5. The schedule

  • Milestone dates and who approves each one.
  • Whether coordination rounds are planned, and how often.
  • How many rounds of review are expected.

6. Communication and security

  • A named contact on your side with authority to answer queries.
  • How questions will be logged and answered: a shared sheet, your CDE or email.
  • NDA or data-security requirements and how files will be shared.
  • Your preferred time for calls, and the time zone.

7. How we will quote

With the above we can quote a fixed price for a defined scope, or an hourly or monthly rate for ongoing work. If you are unsure where to start, send what you have and a note of what is missing. We will say what we would need.

Published 14 October 2026 · Written by the Sactik team

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