IU BIM Execution Plan Template

8/14/2019 IU BIM Execution Plan Template

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By signature below, this BIM Execution Plan is herewith adopted and incorporated into the

Agreement, dated _________, for Professional Design er!ices between __________ and Indiana

"ni!ersity#

Indiana "ni!ersity Date

Architect Date

$onstruction Manager Date

$i!il Engineer Date

BIM ExecutionPlan


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tructural Engineer Date

Mechanical Engineer Date

Electrical Engineer Date

Plumbing Engineer Date

Additional Party as %eeded Date

Additional Party as %eeded Date


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'!er!iew

(he intent of this BIM Execution Plan is to pro!ide a framewor) that will let the owner, architect,

engineers, and construction manager deploy building information modeling *BIM+ technology andbest practices on this proect faster and more cost-effecti!ely# (his plan delineates roles and

responsibilities of each party, the detail and scope of information to be shared, rele!ant business

processes and supporting software# All text that is green is for illustrative purposes only

and should not be construed as a formalized response to this execution plan.

.# Proect Initiation

(his section defines the $ore $ollaboration (eam, the proect obecti!es, proect phases, and

o!erall communication plan throughout the proect/s phases#

A. Project InformationProect %ame0Proect %umber0Proect Address0Proect Description0

B.ore ollaboration !eam

$ontact %ame 1ole2(itle $ompany Email Phone

.Project "oals and #bjectivesProect 3oal 'becti!e Achie!ed if Proect

(imeframe


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$.ollaborative Process Mapping %oordination Plan&

'wner Architect $onsulting Engineers $onstruction

Manager

$ommissioning Agent

$onceptuali4

ation2

Program of

1e5uirements

Providere'uirementsrelated to form(

function( cost andschedule

Begin design intent

model )ith massing

concepts and site

considerations

Provide feedbac*

on initial building

performance goals

and re'uirements

Provide feedbac*

on initial building

cost( schedule(

andconstructability

Provide feedbac*on advancedcommissioning

re'uirements

$riteria

Design2che

matic Design

Provide design

revie) and to

further refine

design

re'uirements

+efine $esign

Model )ith ne)

input from #)ner(

onsulting

Engineers( and

onstruction

Manager. onduct

+everse Phase

,cheduling

Activity

Provide schematic

energy modeling

and system

iterations as

$esign Model

continues to

develop

Provide design

revie) and

continued

feedbac* on cost(

schedule( and

constructability

+efine advanced

commissioning

re'uirements

Detailed

Design2Desig

n

De!elopmen

t

$epartment

design revie)s.

-inal approval of

project design and

metrics

ontinue to refine

$esign Model.

Introduce

consultants

models and

perform model

coordination

reate $iscipline

specific $esign

Models. reate

detailed energy

model.

reate

onstruction

Model for

simulation(

coordination(

estimates( and

schedule

+evie) design

model for all

disciplines

Implementat

ion

Documents2

$onstruction

Documents

-inalize $esign

Model(

onstruction

$ocuments( and

,pecifications

-inalize $iscipline

specific $esign

Models and -inal

Energy Model

Enhance

onstruction

Model and perform

final estimate and

final constructionschedule

+evie) design

model for all

disciplines

Agency

$oordination

26inal Buyout

Assist )ith code

compliance

negotiations and

permitting

or* )ith

agencies on code

compliances( plan

acceptance and

respond to

construction +-I/s

or* )ith

agencies on code

compliances( plan

acceptance and

respond to

construction +-I/s

Manage bid

process( project

buyout( and

preconstruction

+-I/s

$onstruction Monitor

construction and

give input to

construction

changes and

issues

Perform contract

administration(

update $esign

Model )ith

changes

Assist )ith +-I/s

and update

$iscipline specific

$esign Models(

field conditions(

and

commissioning

Manage

construction )ith

subcontractors

and suppliers(

inform changes to

$esign Model

#bserve

construction and

perform advanced

commissioning.

6acility

Management

Engage Architect

and -acilities

"roup for model

turnover to staff.

oordinate

information

exchange through

model to -acilities

"roup


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E. Project Phases 0 Milestones

Proect Phase 2 Milestone Estimated tart

Date

Estimated $ompletion

Date

Proect ta)eholders In!ol!ed

$onceptuali4ation2 Programof 1e5uirements Phase

#)ner( Architect( onsultingEngineers( M

$riteria Design2chematic

Design Phase

#)ner( Architect( onsulting

Engineers( M( ommission Agent

Detailed Design2 Design

De!elopment Phase



Implementation

Documents2 $onstruction

Documents Phase


Engineers( M

Agency $oordination26inal

Buyout Phase


Engineers( M

$onstruction Phase #)ner( Architect( onsulting


6acility Management Phase #)ner( Architect

7# Modeling Plan

Ad!ance planning around which models will need to be created during the different phases of theproect, who will be responsible for updating models and distributing them, and predeterminingthe content and format of models as much as possible will help your proect run more efficientlyand cost-effecti!ely during e!ery phase#

A. Model ManagersEach party8such as the owner, architect, contractor, or sub-consultants8that isresponsible for contributing modeling content should assign a model manager to theproect# (he model manager from each party has a number of responsibilities# (hey

include, but are not limited to09 (ransferring modeling content from one party to another9 :alidating the le!el of detail and controls as defined for each proect phase9 :alidating modeling content during each phase9 $ombining or lin)ing multiple models9 Participating in design re!iew and model coordination sessions9 $ommunicating issues bac) to the internal and cross-company teams9 ;eeping file naming accurate9 Managing !ersion control


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9 Properly storing the models in the collaborati!e proect managementsystem

ta)eholder $ompany%ame

Model Manager %ame Email Phone

B. Planned Models

In the table below, outline the models that will be created for the proect#


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systems(e'uipment(loadinformation(utilities )ithin1 feet ofbuildingperimeter

$esign 0,chematic$esign Phase

MEP

PlumbingModel

Plumbingsystems(e'uipment(loadinformation(utilities )ithin1 feet ofbuildingperimeter

riteria$esign 0,chematic$esign Phase

Autodes* +evitMEP

Energy Model Energy data(run iterations(

life cyclecosting( pea*loads

riteria$esign 0

,chematic$esign Phase

Autodes*Ecotect

onstructionModel

,chedulinginformation(se'uencinginformation


Autodes*3avis)or*s

Estimate Model osting data('uantityta*eoffs


Autodes*4uantity!a*eoff

oordination

Model

$esign Intent

Models and-abricationinformation

onstruction Autodes*

3avis)or*s

. Model omponentsAs an aid to usability during later phases of your proect, specify what the content, le!el ofdetail, and file naming structure of your models should loo) li)e#

5. -ile 3aming ,tructureDetermine and list the structure for model file names# (he first line offers an

example#

6ile %ames for Models hould Be 6ormatted as0DISCIPLINE-Project Number-Building Number.rvt (example !"C#-$%%&%%%'-BL%%'.rvtArchitectural Model A1$=-$i!il Model $I:I


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6ood er!ice Model ;I($=E%-tructural Model (1"$(-Energy Model E%E13>-$onstruction Model $'%(-Estimate Model $'(-$oordination Model $''1D-

6. Precision and $imensioningModels should include all appropriate dimensioning as needed for design intent,analysis, and construction# ?ith the exception of the exclusions listed below, themodel will be considered accurate and complete# In the table below, enter whichitems/ placement will not be considered entirely accurate and should not be reliedon for placement or assembly#

Items that ?ill %ot Be $onsidered Accurate for Dimensioning or Placement

Architectural @MEP @$i!il @$onstruction @6ood er!ice @tructural @

2. Modeling #bject Properties(he le!el of property information in the modeling obects and assemblies dependson the types of analysis that will be performed on the model# ee Section I)-!(!nal*+i+ ,odel+ for the types of analysis that will be performed#

7. Modeling 8evel of $etailpecify the le!el of detail in your models below# (he le!el of detail can be definedby exclusions and2or by obect si4e#

Exclusions0


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$. $etailed Modeling Plan6or each phase of the proect, the proect team should create a detailed modeling plan,which should include the modeling obecti!es, models included, and the roles andresponsibilities of model contributors# Model obecti!es and model manager roles andresponsibilities by phase are outlined below#

$onceptuali4ation 2 Program of 1e5uirements Phase

'becti!es0 Pro!ide initial design based on conceptual parametersestablished by the owner, ensure that code and 4oning re5uirements meetproect obecti!es, and establish a 7D reference point of model coordination#Pro!ide Program of 1e5uirements and all space considerations for referencein the model#

.# Model 1oles0 A model may or may not ta)e shape during the$onceptuali4ation 2 Program of 1e5uirements phase# If a model is created, itsrole will be to depict the !isual concept and general layout of the proectalong with space re5uirements#

7# 1esponsibilities0 (he architect/s designated model manager will establish a

baseline model to be used as the basis for other models# During the$onceptuali4ation 2 Program of 1e5uirement phase, the model managersfrom all parties will establish modeling standards and guidelines#

6. riteria $esign 0 ,chematic $esign Phase 'becti!es0 Pro!ide spatial design based on input from the$onceptuali4ation 2 Program of 1e5uirement phaseC pro!ide initial design forbuilding system and attributes including architectural, structural, and MEPCidentify initial coordination issues between building systemsC recei!e inputfrom suppliers and fabricators regarding system cost, placement, fabricationand scheduling#

.# Model 1oles0 (he Architectural model will show the general design andlayout of the building structure and act as the baseline for all othersubsystem designs, such as MEP and tructural models# (he subsystemdesigns will be used to show the initial selection and layout of buildingcomponents# (he Architectural model and $onsulting Engineers/ model willbe used to inform the Energy Models#

7# 1esponsibilities0 'nce the baseline conceptual structure has been created,the architect/s model manager will send the model to the sub-consultants sothey can de!elop their designs# (he consulting engineers/ designated modelmanagers will audit and deli!er the completed models to the architect/smodel manager# (he architect/s model manager will re!iew the models toensure compliance with the phase re5uirements# 'nce the models meet there5uirements, the architect/s model manager will lin) or combine cross-disciplinary models# (he architect/s model manager should coordinate withthe consulting engineers/ model managers to eliminate duplicate orredundant obects#

2. $etailed $esign 0 $esign $evelopment Phase 'becti!es0 Pro!ide final design of building and building systemsC resol!ecoordination issues between building systemsC pro!ide a $onstruction modelcapable of analy4ing schedule, cost, and constructability#


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.# Model 1oles0 (he Architectural model will continue to act as the baselinefor all other

subsystem designs# (he subsystem designs will be modified accordingly torepresent the enhanced design#

7# 1esponsibilities0 (he consulting engineers/ model managers will use theArchitectural model to re!ise and complete their designs# 'nce the modelsare complete, the consulting engineers/ model managers will deli!er theirmodels to the architect/s model manager# (he architect/s model manager willre!iew the models to ensure compliance with the phase re5uirements# (hearchitect/s model manager will pro!ide the construction manager/s modelmanager with the Architectural model and the $onsulting Engineers/ models#

7. Implementation $ocuments 0 onstruction $ocuments Phase 'becti!es0 6inali4e design of the building and all building systems, preparedocumentation for agency re!iew, and pro!ide construction modeling thathighlights constructability, trade coordination, and fabrication#

.# Model 1oles0 All design models will be used to reflect the design# (hemodels will then be used to generate the contract documents# (he$onstruction model will be used primarily for estimating, scheduling, andconstructability analysis#

7# 1esponsibilities0 (he architect/s and engineers/ model managers willprepare contract documents for agency re!iew based on the Design Intentmodels#

1. Agency oordination 0 Bidding Phase 'becti!e0 1e!ise Design Intent models based on agency feedbac) on allmodels#

.# Model 1oles0 (he design models will be adusted to reflect agencyfeedbac)# (he $onstruction model will be enhanced and further used forestimating, scheduling, construction se5uencing, trade coordination, andconstructability analysis#

7# 1esponsibilities0 (he architect/s model manager will communicate agencycomments bac) to the design team# (he consulting engineers/ modelmanagers will re!ise their design models accordingly and submit them bac)to the architect# (he architect/s model manager will pro!ide the constructionmanager/s model manager with the Architectural model and the $onsultingEngineers/ models#

9. onstruction 'becti!es0 "pdate Architectural and $onsulting Engineers/ models basedon submittals, 16Is, or owner-directed changesC maintain the $onstructionmodel based on construction acti!ities# (he construction team will submit16Is and submittals through the collaborati!e proect management system#

.# Model 1oles0 (he Architectural and $onsulting Engineers/ models will bere!ised throughout construction, based on owner directi!es and As Builtcomments# (he models will always reflect the re!ised contract documents#


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(he $onstruction model will be used for scheduling analysis, constructionse5uencing, and trade coordination#

7# 1esponsibilities0 (he architect/s model manager will wor) with theirconsulting engineers to answer the 16Is and submittals and adust themodels accordingly# (he construction manager/s model manager will updatethe $onstruction model and will wor) with the architect to de!elop theArchitectural and $onsulting Engineers/ models#

:. -acility Management 'becti!e0 "se the Architectural and $onsulting Engineers/ models forfacility management, with the possibility of use in ongoing operations#

.# Model 1oles0 (he Architectural and $onsulting Engineers/ models will beused to represent the actual assembly of the building from construction#

7# 1esponsibilities0 (he architect will deli!er the models at the end of theproect to the owner#

# Analysis PlanBy listing and specifying what types of analysis your proect will li)ely re5uire at the beginning ofyour proect, you can ensure that your )ey models will include the rele!ant information, ma)ingthe analysis easier and more efficient#

A. Analysis Models>our proect/s scope of wor) may re5uire performing certain )inds of analysis, such as theones listed below, based on existing or specially created model*s+# In most cases the

5uality of the analysis depends on the 5uality of the original model that the analysis isderi!ed from# (herefore the proect team member performing the analysis should clearlycommunicate the analysis re5uirements to the original model authoring team member#

5. 4uantity !a*eoff Analysis(he obecti!e of 5uantity ta)eoff analysis is to use modeling property data toautomate or simplify the 5uantity ta)eoff process# (his information from the5uantity ta)eoff tool can then be imported or tied to cost-estimating software# Inorder for the 5uantity ta)eoff process to wor) seamlessly, the original modelingauthor will need to include the rele!ant property information in the design and anagreement of modeled content communities to estimate#

6. ,cheduling Analysischeduling analysis lets the proect team use the proect model to analy4e thetimeline and se5uencing for construction# (his information can then be used tomodify or adust the construction schedule# (ools currently exist that allow proectteam members to !isuali4e the construction o!er time, but no systems exist yetthat interact automatically with scheduling tools#

2. ;isualization Analysis:isuali4ation tools let the proect team !iew the design or construction of the proectin 7D, gi!ing them a more accurate perspecti!e of the end product#


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7. 8EE$ +ating0Energy Analysis


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As-built modeling will be a collaborati!e effort between the Architect and consultants and theconstruction team# During the construction process, the design team will incorporate changestriggered by re5uests for information *16Is+, architect/s supplemental instructions *AIs+ andchange orders in into the Architectural and $onsultant models# At specified dates during theconstruction process, the construction team will pro!ide the design team with necessary changesdue to shop drawings, coordination drawings and change orders# As re5uired, the completedform of the construction will also be !erified at these specified dates using laser scanning# (hedesign team will then incorporate the changes reported by the construction team into theArchitectural and $onsultant models# At the end of construction, it will be the updatedArchitectural and $onsultant models that are used for facility management#

A. onstruction apture ,chedule

E!ent Date Parties in!ol!ed$onstruction $apture & $onstruction team, Design (eam,


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9 Include construction management capabilities for the trac)ing of re5uests forinformation *16Is+, submittals, design re!iew, meeting minutes, daily reports,issues, correspondence, and transmittals#9 Able to interact with the file folder structure in the document management

section#9 Able to automatically accept raw data from the clash detection tool#9 Include bid management capability, and this bid management solution shouldallow the proect team to post the contract drawings and specifications for !iewingin the form of a Plan 1oom#9 Allow for cost management controls, and this cost management capability shouldinclude budgeting, contracting, change orders processing, and paymentsapplications trac)ing#9 Allow the proect team to run reports based on the information in the system#9 Allow for the wor)flow and routing throughout the document, construction andcost management components of the solution#

B. $ocument Management ,olutionA document management solution will be pro!ided by the owner# (he document

management solution that will be used is called (BD# (he architect will setup the siteand set up all permissions for the site# (he architect will lead a training session for theentire proect team on how to use the site# (he site will be maintained from the signing ofthis document until the occupation of the building#

IU BIM Execution Plan Template

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