National Institute of Building Sciences Provider Number: G168

Introducing the National BIM Guide for Owners

Course Number BI17TU2B

Ernest Conrad Johnny Fortune Dennis Knight Earle Kennett, moderator January 10, 2017

Credit(s) earned on completion of this course will be reported to AIA CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request. This course is registered with AIA CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. ___________________________________________ Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.

A carefully balanced, integrated team of building owners, Building Information Modeling (BIM) techies, and facilities management gurus has worked for the past year—under the auspices of the Institute, BOMA, Defense Health Agency, and ASHRAE—to create the first National BIM Guide for Building Owners (NBGO). The NBGO project team believes that the start of 2017 would be an auspicious time for a public unveiling of the document, and they propose to showcase how the NBGO works and its backstory of encouraging building owners to own their rightful role as active members of the integrated BIM team. Team members Ernest Conrad, M. Dennis Knight, and Johnny Fortune, will present the major construct and principles of the NBGO. In the second part of the program, NBGO facilitator Earle Kennett will moderate a spirited discussion about what owners want from the design team--and vice versa—between the panelists and the audience.

Course Description

Learning Objectives

1. Understand the need for a BIM guide for owners and why an integrated team of building owners, Building Information Modeling (BIM) professionals, and facilities management gurus has worked for the past year to develop one.

2. Find out how the National BIM Guide for Owners can be used to encourage building owners to assume their rightful role as active members of the BIM team.

3. Learn what owners want from the design team with respect to BIM—and vice versa—during a discussion among the panelists and audience.

4. Appreciate the approach the team used to create and fulfill BIM requirements for a typical project from the owner’s standpoint.

At the end of the this course, participants will be able to:

Introduction: What is the NBGO? Intention: The National Building Information Modeling (BIM) Guide for Owners (NBGO) is intended to explain to the building OWNER how to enable access to and sharing of the digital information critical to a building’s creation and operation. It defines an approach to creating and fulfilling contractual BIM requirements for a typical project from the OWNER’s standpoint.

Goal: To transfer guide to a Standards Development Organization for development to an ANSI-approved industry standard.

Introduction: Thanks to Our Supporters

American Society of Heating, Refrigerating and Air-Conditioning Engineers

Building Owners and Managers Association International

US Department of Defense—Defense Health Agency

Introduction: The Project Team

Dan Chancey, Chair VP, Sr. Asset Manager Commercial Advisors Asset Services Ernie Conrad, PE Principal Conrad Engineers Carrie Dossick, PhD, PE Assoc. Prof., U. Washington Craig Dubler, PhD Office of Physical Plant Penn State University

Dennis Knight, PE Chief Executive Officer Whole Building Systems LLC Johnny Fortune BIM/IT Director Bullock Tice Associates John Messner, PhD Prof., Arch Engineering Penn State University

NIBS Henry Green Dominique Fernandez Stephanie Stubbs Earle Kennett, Consultant

Advisory Group DHA • VA • GSA • NAVFAC • Army Corps • Wisconsin • Tennessee • NYC • Western Mich. U. Corresponding Committee Turner Const. • RICS • Gehry Tech. • APPA

3. INFRASTRUCTURE AND

STANDARDS 3.1 TECHNOLOGY INFRASTRUCTURE

3.2 STANDARDS 3.3 SPACE AND DRAWING

STANDARDS 3.4 FILE STRUCTURE

3.5 MODEL STRUCTURES 3.6 MODELING REQUIREMENTS

4. EXECUTION 4.1 BIM EXECUTION PLAN (PXP)

4.2 BIM USES 4.3 MODEL DELIVERABLES

Introduction: Contents in 4 Main Parts 1. INTRODUCTION FOREWORD 1.1 PURPOSE 1.2 SCOPE 1.3 USE 2. PROCESS 2.1 DEFINE BIM REQUIREMENTS 2.2 TEAM ROLES AND RESPONSIBLITIES 2.3 BIM PROJECT EXECUTION PLANNING 2.4 MANAGING PROJECT REQUIREMENTS AND DELIVERABLES

Introduction: How does it work? Commentary Guide language that can be converted to Standards language

The Building Owner: NBGO’s audience

• Primary audience: Building Owners

• Primary purpose:

Adoption by building owners and referencing of the guide within their contractual documents with the building project team.

The Building Owner: BIM for all phases

The Guide explains to Owners how to include these requirements in contracts to: • Plan • Design • Construct • Operate buildings.

The Building Owner: BIM on the Rise Recent SmartMarket Reports by McGraw Hill indicate the business value

The Business Value of BIM in North America: Multi-Year Trend Analysis and User Ratings* (2007-2012): BIM adoption increasing from 17% in 2007 to 71% in 2012, with 62% of respondents perceiving a positive return on their investment in BIM. The Business Value of BIM for Owners* (2014): 68% of U.S. Owners surveyed as either requiring or encouraging BIM for their projects.

* Dodge Data & Analytics

The Building Owner: Why Use BIM?

• Efficient construction schedule – time is money

• Clash avoidance • Minimize change orders • Baseline for future changes/upgrades • Complete inventory of materials/parts • Preventive maintenance backbone • Emergency Virtual tool – fire; injury; active

shooter • Asset resale value

• Approval authority during design and construction

• Owner’s BIM representative o Team selection

• Develop project scope statement – Basis of Design and objectives

• Budget control • Convert record documents into

facility operational use

The Building Owner’s Role

The Building Owner: BIM Done Right

Premise: Merely requiring BIM is not enough. 1. Owner’s goals for the project must

be clearly defined and documented 2. BIM requirements must correlate to

achieving those goals

The Building Owner: “Done Right” in 3 Steps

BIM well planned and properly executed =

“BIM DONE RIGHT”* Process Infrastructure and standards Execution.

*Tice, John, Bullock Tice Associates BIM DONE RIGHT, a BIM-enabled, client-focused delivery approach and strategy (2015).

The Building Owner: Not Just Buildings Guide uses “building”

generically, in keeping with the terminology of “Building Information Modeling.” Includes information modeling for built environment: site elements and facilities as well.

*Amazon campus, Seattle, Vulcan Real Estate

• Defining BIM Requirements • Team Roles and Responsibilities • BIM Project Execution Planning (gets its

own chapter in the NBGO) • Managing Program Requirements and

Deliverables

Process: Four major areas of concern

The Owner’s overall goals, business practices, and corporate culture determine requirements (BIM Uses and other requirements). BIM Uses lead to Level of Development (LOD) Requirements.

Process: Defining BIM Requirements

*Myorbit.net

Intellectual property rights should be clearly defined in the Owner/Designer and Owner/Contractor agreements. Project data that the Owner should at least be allowed to use includes: • Model files (BIM and CAD) • Drawing files • Electronic manuals • Tabular/text info derived from BIM • Reference files

Process: Defining BIM Requirements

NBGO defines roles for: • Owner’s BIM Representative(s) • Project BIM Manager Role • Discipline/Trade BIM Leads as well as • The importance of Collaboration on a Project BIM Team.

Process: Team roles and responsibilities

*Autodesk

Process: Team roles and responsibilities

“A process performed by a Project BIM Team to define the execution strategy for implementing BIM on the project. The final product of the execution planning process is a documented BIM Project Execution Plan (PxP).”* *BIM Project Execution Planning Guide – Version 2.1. Pennsylvania State University (2011)

Process: Project Execution Planning (PxP)

Process: PxP

The PxP is a living document that evolves throughout the project. Developed initially by the BIM Project Manager , assisted by the Owner and the BIM Project Team, approved by the Owner, and continually updated by the BIM Project Team.

Process: PxP

A method of applying BIM to achieve a specific objective.

Process: BIM Uses

Minimum BIM Example

Essential

Process: BIM Uses Enhanced • Cost Estimating • Phase and 4D

Planning • Site Analysis –

Development • Site Utilization – For

Construction • Digital Fabrication • 3D Location/Layout • Engineering

Sustainability • Codes and

Standards • Construction

Systems Design

Owner-Related • Asset Management • Disaster Planning

and Management • Space Management

• Existing Conditions

• Design Authoring • Design Review • Coordination • Record Modeling

PxP should clearly define deliverables, which may include: • Design Intent Model • Construction Model • As-Built Model • Record Model • Operations and Maintenance Model *Synchro Software

Process: Model Deliverables

• Technology Infrastructure • Standards • Space and Graphical Standards • File Structure • Model Structures • Model Requirements

Infrastructure and Standards: Six areas of concern

“Infrastructure” = the entire technology system.

Owner should require: • Compatibility with his/her platform

requirements • Capability to support current and legacy file

format • Agnostic system

• Ability to support open, consensus standards.

Infrastructure and Standards: Infrastructure

• Organizational (internal) • Primary • Reference In this Guide: National BIM Standard– United States® (NBIMS-US™) Version 3 (V3)

Infrastructure and Standards: Standards

• Drawing: Reference United States National CAD Standard®

Sheet layout Areas/Rooms/Spaces

• Documentation and Archiving PDFs (following ISO standards)

Standards: Space and Graphical Standards

Comply with Owner-specified requirements • Folder structure should be defined in the PxP • File names should contain a discipline indicator

(eg: “A” for Architectural). • Sheet file names should include the sheet

number (eg: A-101.pdf) • Component names should be specified in PxP:

(Systems/Elements/Objects/Components/Parameters)

Standards: File Structure

Team should use a model sharing system that considers: • Project BIM Team access • Automated versioning • Data security • Archiving previous model versions • Permission-based access

Standards: File Sharing

BIM should document the process and content necessary to produce accurate construction documents and Record Model project data. PxP should define project stakeholders’ modeling responsibilities.

Standards: Model Requirements

Process to include use of: • Standardized classification system • IFC-compliance • BIM software capable of meeting the

Owner’s Project Requirements (OPR) for selected BIM Uses

• Appropriate tool(s) to create or document building elements

• Frequent updates.

Standards: Modeling Process

Standards: Model Process

Lifecycle Model Requirements: A Sample Process

Owner needs to define some LOD for each model deliverable. Owner can use: • Default LOD: USACE Minimum Modeling Matrix

(M3) is recommended • Template LOD: Use a nationally recognized

form • Custom LOD: Owner’s LOD matrices—adhere to

2015 BIMForum Specifications

Standards: Level of Development

For the Audience

Questions???? • How can BIM make $$$$$ for Owners? • What does the Project BIM Team need

most from the Owner? • What does the Owner need most from

the Project BIM Team?

For the Audience

Thank you! from the National BIM Guide for Owners team

www.nibs.org/nbgo

This concludes The American Institute of Architects Continuing Education Systems Course

Contact : Stephanie Stubbs, sstubbs@nibs.org.