BIM Design & Construction Requirements Follow …uao/docs/standards/IU BIM Rollout Presentation...

September 10, 2009

BIM Design & Construction Requirements

Follow-up Seminar

www.indiana.edu/~uao/iubim.html

Two years ago Indiana University began the process of embracing the use of Building Information Modeling (BIM) Technologies for its facility design, construction and management needs. It believes the application of these principles will help sustain its place in the community, underscore its commitment to stewardship of public funds, enhance its commitment to sustainable design for the future and ensure it continues to provide the highest quality education opportunities for all.

Early this year, IU commissioned SHP Leading Design to develop “standards” for transitioning into a BIM environment. The objective was to create an approach for moving the institution and the marketplace from one set of delivery models to a new set that are built upon the foundation of BIM. This is the start of a process not the end. As BIM matures, so will the skills of those whose embrace its potential. This seminar is offered to help advance the application of these principles. Your feedback in support of IU’s objectives is encouraged and welcome.

Opening Comments

AgendaSection 1 - Opening Comments - Overview of Proceedings

Section 2 - Measuring Market Capabilities

BIM Proficiency Matrix (BPM)Measures the Present - Informs the Future

Section 3 - Recording Roles & Responsibilities - BIM Execution Plan (BEP)/ Integrated Project Delivery (IPD) Plan

Defines Project ParametersEstablishes Baseline for FeesEstablishes Team Performance ObjectivesEstablishes Contract Obligations

(+/- 1:00 PM to 1:20 PM)

(+/- 1:20 PM to 1:45 PM - Q&A to 2:00 PM)

(+/- 2:00 PM to 3:00 - Q&A to 3:10 PM)

Agenda

Goals and ObjectivesTechnology ApplicationsCost / Benefit ModelsContract Responsibilities

Section 4 - Collision Reporting / Concurrent As-Built Documentation

Section 5 Timing / Roll-out / Resources

Section 6 - Questions & Answers

(+/- 3:25 PM to 4:00 PM - Q&A to 4:15 PM

(+/- 4:15 PM to 4:30 PM)

(+/- 4:30 PM to 5:00 PM)

Break - (15 Min.)(+/- 3:10 PM to 3:25 PM)

Today’s Discussion

Information Sharing - Updates and Refinements to Proposed GuidelinesQ & A at the endThis is NOT a forum to debate Indiana University’s commitment to this transition. Questions not answered due to time will be documented and answered in a follow up communication and/or posted on IU website.This is the start of the transition process, not the end. Refinement and adjustment are inevitable.

IU is grateful for your attendance and interest and welcomes constructive feedback.

Please direct all questions through IU, specifically, Ms. Theresa Thompson, Director of In-House Projects / Spatial and Project Information [email protected]

Opening Comments

SHP Leading Design

108 years old – 135 employees – 3 Ohio officesFull Service Arch / Interiors - MEP with Full Revit Production all Disciplines - All Consultants$900,000,000M+ in completed work in Revit All disciplines - 150+ projects70 LEED AP’s on staff – USGBC national trainer – 1000+ trained as of 08/09Tenth year of Integrated Design and Construction Practice called 2enCompass

Ongoing FM Services Company inside SHP last five years - PointGuard

Consultant to Autodesk

Strategic Partner with Avatech

Opening Comments

www.shp.com

Economy / Environment / Technology Driving the Transition

Growing Trend of Consolidated Design Service methodologies

Design moving from Parts & Pieces to Holistic Virtual Analysis Platform

Convergence of Design, Construction and Facility Management Services

Growing demand / recognition of the value of Integrated Project Delivery (IPD) (Maximization of BIM demands Integrated Project Delivery (IPD))

The increasing performance objectives for LEED and sustainable practices and applications

Key Influences on Growth of BIMSection 1

GSA adoption of BIM requirements for all future work - recent BIM standards request

The Army Corps of Engineers

DOD,DOE,DOJ,NASA and others

The State of Wisconsin

The State of Texas

Major Commercial / Industrial players

Major Higher Education Institutions

USC

MIT Princeton and others.............

Industry Changing InitiativesSection 1

Benefits of Change:Capture Information Early / ThroughoutImproved Change ManagementBetter Construction DocumentsEnhanced As-Built AccuracyDatabase Links to IU FM / Campus ManagementSupport Research Compliance Tracking (NIH, CDC, EH&S, etc)Support Accreditation DocumentationDecrease Cost Of Managing Information / FacilitiesImproved Energy Conservation / Simulation

Establish Standards for Future

Goals & ObjectivesSection 1

Non-Negotiable Requirements

IU BIM Guidelines for Architects, Engineers and Contractors

COBIE data Inclusion in Model files - design and construction

REVIT model deliverable at completion of project - scope to be determined by BIM Execution Plan (BEP)

BEP and Integrated Project Delivery (IPD) Plans included in contract requirements

Use of ProjectDox

Clash Detection Verification / Design and Construction

As-built Record Documents: (all IU projects as of 10.01.09)

CAD /pdf as-builts & COBIE design data - A/E Consultants

Scanned .tif files from field markup set by Contractor

O&M Manuals / COBIE data - Contractors

Section 1

New work (+/-$5M) and any subsequent additions / renovations

Design-Bid-Build Contracts

Design-Build Contracts

Starting at Design (new construction & renovations)

Starting Construction (from Bid Award)

InitialApplications

Begin June 2009

Initiated +/- 30-day Industry Feedback - June 2009 - Mid-July 2009

Process Feedback Seminar September 10, 2009

Adopt / Publish BIM Requirements - October 2009

Goal - Full Transition by mid- 2011

Timing of Implementation

Section 1

BIM Transition Categories

WHO?

WHAT?

HOW?

WHO in the marketplace has the Skill Sets for BIM and at what level ?

What is each Team members role and responsibility in a project done in a BIM environment?

What techniques for promoting / effecting an integrated delivery method is the team employing?

Section 1

Pre-

Sele

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st-S

elec

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Key Elements of IU BIM Standards

BIM Proficiency Matrix (BPM)BIM Execution Plan (BEP)Integrated Project Delivery (IPD) Process Plan

IU ProjectDox Required (Web Project Collaboration)

Clash Detection / Concurrent As-Built DocumentationIU BIM Guidelines

Section 1

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BIM Proficiency Matrix (BPM)The BIM Proficiency Matrix is used to assess the proficiency of a respondent’s skill at working in a BIM environment. It is one of many selection criteria for a given project.

Section 2Measuring Market Capabilities -

Pre-Selection

IU BIM Proficiency Matrix

Category

Number

Basic Model

Geometry A.1 Creation of A BIM

Execution Plan B.1 Space

Management Data C.1 Quantity Takeoffs D.1

Post Bid Model

Documentation

E.1 Geometrically

Correct Content F.1 Site Orientation G.1

Basic Model

Information

Export

(Discipline)

H.1

Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0 Point Achieved 0

Design

Requirements A.2

Introduction of

Structural and

MEP Model

B.2 Asset

Management C.2 Object Scheduling D.2 Coordination

Modeling E.2 Manufacturer's

Specific F.2

Existing

Environment

Awareness

G.2 IPD Integration H.2


Design Side

Collision

Detection

A.3 Model Managers

Role Defined B.3

Manufacturer

Specific

Information

C.3 Material

Procurement D.3 Recapturing

Design Intent E.3 Design Intent F.3 Global Accuracy G.3 Interdisciplinary

Calculations H.3


Model Accuracy

Innovation A.4 IPD Methodology

Innovation B.4 FM Data

Innovation C.4 Construction

Innovation D.4 As-Built

Innovation E.4 Content

Innovation F.4 Location

Innovation G.4 Calculations

Innovation H.4


Points Achieved BIM Maturity Score BIM Standard

C- FM Data Richness

00G - Location Awareness

0

0

0

0

0

0

0

D - Construction Data

E - As-Built Modeling

F - Content Creation

H - Calculation Mentality

H - Calculation Mentality

4

3

BIM Maturity

1

A - Physical Accuracy of

Model

B- IPD Methodology G - Location AwarenessC- FM Data Richness D - Construction Data E - As-Built Modeling F - Content Creation

2

Working Towards BIM=

BIM Score Between 13-

18Certified BIM=


12

Category

A - Physical Accuracy of Model

B- IPD Methodology

Ideal=


24= Silver


28= Gold


32

BIM Proficiency Matrix(BPM)Key Concepts

Evaluation Tool for BIM Proficiency in marketplace

Communicates Owner intent regarding BIM objectives

One piece of Selection Criteria

Dynamic / Evaluative Tool

Will adjust as Industry maturesSimplified MatrixEnhanced Matrix

Adaptable to Project Needs


Pre-Selection

BPM Demonstration

BIM Proficiency Matrix(BPM)


Pre-Selection

BIM Execution Plan (BEP)The BIM Execution Plan is used to record the roles, responsibilities and specific tasks of each team member participating in the BIM model for the purpose of the design and construction of a given project. The BEP is a required contract document.

Section 3 Recording Roles & Responsibilities

Post-Selection

By signature below, this BIM Execution Plan is herewith adopted and incorporated into the Agreement , dated _________, for Professional Design Services between __________ and Indiana University. Indiana University Date Architect Date Construction Manager Date Civil Engineer Date Structural Engineer Date Mechanical Engineer Date Electrical Engineer Date Plumbing Engineer Date Additional Party as Needed Date

Additional Party as Needed Date

BIM Execution Plan

BIM Execution Plan (BEP)

BEP Defines Roles & Responsibilities for all team regarding Model deliverable

Defines Energy Modeling Process per Guideline Requirements

Defines Collision Reporting Framework

Defines COBIE Design Data Requirements

Defines Information Manager Role as Architect - Model Manager Role required in each project

Establishes Data Needs for future IU FM use

BEP Template Provided by IU - Completion by Design Team - within 30 days of selection

BEP Becomes an Integral Part of Construction Bid Documents - Defines Contractor Roles / Responsibilities regarding completed project model.


Post-Selection

BEP Demonstration

BIM Execution Plan(BEP)


Post-Selection

Integrated Project Delivery Process Plan (IPD)Section 3

Recording Roles & Responsibilities

Post-Selection

I. Overview

The intent of this IPD Process Proposal is to formalize a desire to see higher levels of integration within the design and construction process than traditional methods of design have historically produced. Filling out a BIM Execution Plan is the hard evidence of an underlying philosophy or approach to a team of professionals working in as integrated manner as the contract process will allow (Design / Bid / Build or Design / Build). While there are certain levels of integration implied by the BEP, the actual methods of integrating a design team are not. To that end, briefly explain your philosophy (individual or team) of Integrated Project Delivery. Criteria that will be used to evaluate the response may include but may not be limited to:

1. Description of role of the Owner in the Integrated Process approach.

2. Describe the use of integrated Planning Methodologies such as Reverse Phase Scheduling in the Design Phase. Other Integrated or collaborative Planning and Design methodologies that your firm has employed to support a more integrative approach.

3. Outline the approach to an Integrative Design approach that supports LEED Silver of higher certification qualities and performance. If actual Silver Certificate is part of deliverables, please identify person(s) responsible in BEP.

It should be noted that IPD is as much a philosophy as a formalized method or approach. IPD mandates the advancement of more information of higher quality earlier in the process, resulting in a less linear approach to analysis and resolution than traditional methods have previously delivered. How is your assembled team or how do you as a key member of the team see the approach to this project occurring in support of higher levels of integrated thinking and response?

By signature below, this IPD Process Proposal is herewith adopted and incorporated into the Agreement, dated _________, for Professional Design Services between __________ and Indiana University. Indiana University Date Architect Date

IPD Process Proposal

The IPD Plan documents the proposed method(s) the design team (including the Owner) will utilize to demonstrate increased integration of the design and construction processes from design concept through project completion. The IPD Plan is a required contract document.

RELATIONSHIP

SOFT

PERFORMANCE

HARD

Programming Design Bid/Build Occupancy

AS-BUILT

REVIT As-Built Model

NAVISWORKS Model

Rev

it C

aptu

re 1

Estim

ate

1

Estim

ate

2

Estim

ate

3

Estim

ate

4A/E Contractor Owner

Rev

it C

aptu

re 4

FM USE

Rev

it C

aptu

re 2

Rev

it C

aptu

re 3

REVITMODEL(DESIGN TEAM)

APP

RO

VED

CO

NC

PT

IPD Process Model(Integrated Project Delivery)


Post-Selection

Integrated Project Delivery Process Plan (IPD)

A C C E F I K M O S P

Reverse Phase Scheduling


Post-Selection

Critical Path ModelingSection 3 Recording Roles & Responsibilities

Post-Selection

IU ProjectDox Required

IU requires Navisworks in Construction

Clash Detection / Coordination Posted on scheduled basis per BEP (recommended bi-weekly)

Post to ProjectDox site

Integrate with Revit model throughout construction - see BEP

Supported (enforced) by IU Project Team


Post-Selection

Proof of clash detection required for release to go to Bid Process

Reports shall be included in Bid Document information

Frequency / Scope of Collision reporting defined in BEP

Clash Detection in Design does NOT eliminate same requirement in construction.

Proof of Clash DetectionDesign Phase

Section 4 Collision Reporting / Clash Detection

Post-Selection

Clash detection in construction required - resolutions captured on ProjectDox and in REVIT

Scan data transfer into or linked to Revit Model by Architect, Contractor or 3rd Party source - scope frequency defined in BEP

Concurrent As-Built Documents Mandated - methodology at Contractor Discretion

Proof of Clash Detection - Construction Phase


Post-Selection

Concurrent As-Built Documentation

Key ConceptRecord Documents by Architect by Contract to include:

O&M and As-built Documents by Contractor by contract

Phased Laser Scan of Completed Disciplines (See BEP for Scope)

Electronic submissions - all types: ASI’s, CO’s, Shop / fabrication drawings req’d. transfer to ProjectDox and/or Revit Model by Architect, Contractor or 3rd Party source.

2D hard copy file


Post-Selection

Web InformationSources

www.indiana.edu/~uao/iubim.html

Thank You

Any Questions?

www.shp.com

Autodesk

Avatech Solutions

SHP Leading Design- BIM Consulting

LEED Accreditation Test Training

Revit Modeling All Disciplines

BIM / IPD Planning / Execution - (Architecture and/or Construction)

BIM Design / Construction RequirementsTransition Resources

BIM Design & Construction Requirements Follow …uao/docs/standards/IU BIM Rollout Presentation...

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