National BIM Standard – United States® Version 3 ©2015 National Institute of Building Sciences buildingSMART alliance®. All rights reserved. National BIM Standard - United States ® Version 3 5 Practice Documents 5.4 BIM Project Execution Plan Content – Version 2.1 CONTENTS 5.4.1 Scope ................................................................................................................................................. 2 5.4.2 Normative references ......................................................................................................................... 2 5.4.3 Terms, definitions, symbols, units and abbreviated terms ................................................................. 2 5.4.4 BIM Project Execution Plan Content – Version 2.1, May 2011 ......................................................... 2 5.4.4.1 Introduction ....................................................................................................................................... 2 5.4.4. BIM Project Execution Planning Guide and content background ..................................................... 3 5.4.4.3 Content development ....................................................................................................................... 4 5.4.4.3.1 Collect BIM execution/implementation plan data ........................................................................... 4 5.4.4.3.2 Literature review the elements of a BIM execution/implementation plan ...................................... 5 5.4.4.3.3 Reviewed BIM implementation plans and templates ..................................................................... 5 5.4.4.3.4 Interviews and focus group ............................................................................................................ 5 5.4.4.3.5 Development procedure and content ............................................................................................. 5 5.4.4.3.6 Validate procedure and content ..................................................................................................... 8 5.4.4.3.7 Unsolicited industry review ............................................................................................................ 8 5.4.4.3.8 Reviewed by USACE BIM contract language team ....................................................................... 8 5.4.4.3.9 Updated procedure and content .................................................................................................... 9 5.4.4.3.10 Industry acceptance of the Guide ................................................................................................ 9 5.4.4.3.11 Owners requiring submission....................................................................................................... 9 5.4.4.4 Conclusions.................................................................................................................................. 9 5.4.4.5 Acknowledgements .................................................................................................................... 10 5.4.4.6 Sources for additional information ............................................................................................. 11 5.4.5 Bibliography ............................................................................................................................... 11
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National BIM Standard - United States® Version 3 - 5.4 BIM Project
Execution Plan Content – Version 2.1National BIM Standard – United
States® Version 3 ©2015 National Institute of Building Sciences
buildingSMART alliance®. All rights reserved.
National BIM Standard - United States® Version 3 5 Practice Documents
5.4 BIM Project Execution Plan Content – Version 2.1
CONTENTS
5.4.3 Terms, definitions, symbols, units and abbreviated terms ................................................................. 2
5.4.4 BIM Project Execution Plan Content – Version 2.1, May 2011 ......................................................... 2
5.4.4.1 Introduction ....................................................................................................................................... 2
5.4.4. BIM Project Execution Planning Guide and content background ..................................................... 3
5.4.4.3 Content development ....................................................................................................................... 4
5.4.4.3.2 Literature review the elements of a BIM execution/implementation plan ...................................... 5
5.4.4.3.3 Reviewed BIM implementation plans and templates ..................................................................... 5
5.4.4.3.4 Interviews and focus group ............................................................................................................ 5
5.4.4.3.5 Development procedure and content ............................................................................................. 5
5.4.4.3.6 Validate procedure and content ..................................................................................................... 8
5.4.4.3.7 Unsolicited industry review ............................................................................................................ 8
5.4.4.3.8 Reviewed by USACE BIM contract language team ....................................................................... 8
5.4.4.3.9 Updated procedure and content .................................................................................................... 9
5.4.4.3.10 Industry acceptance of the Guide ................................................................................................ 9
5.4.4.3.11 Owners requiring submission ....................................................................................................... 9
5.4.4.4 Conclusions .................................................................................................................................. 9
5.4.4.5 Acknowledgements .................................................................................................................... 10
5.4.5 Bibliography ............................................................................................................................... 11
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5.4.1 Scope
This standard provides guidelines on the content that should be contained in a BIM project execution plan. A project execution plan defines uses for BIM on the project (e.g., design authoring, design review, and 3D coordination), along with a detailed design of the process for executing BIM throughout the project life-cycle. The intent of the content document is to assist project teams when developing their BIM project execution plans. It is not the intent of this content/template to replace contract language, rather to support and supplement it. The BIM project execution plan content includes BIM project execution plan overview, project information, key project contacts, project goals/BIM uses, organizational roles/staffing, BIM process design, BIM information exchanges, BIM and facility data requirements, collaboration procedures, quality control, technological infrastructure needs, model structure, project deliverables, delivery strategy/contract, and necessary attachments.
The BIM project execution plan content was developed by the Computer Integrated Construction Research Group at The Pennsylvania State University with generous support from The Charles Pankow Foundation, the Construction Industry Institute, The Pennsylvania State Office of Physical Plant and the Partnership for Achieving Construction Excellence.
5.4.2 Normative references
The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.
• Computer Integrated Construction Research Program; BIM Project Execution Planning Guide – Version 2.1; Print; Version 2.1; University Park, PA, USA; The Pennsylvania State University; May 2011; Access, http://bim.psu.edu, 12/22/2011
• BIM Uses – Project Execution Planning Guide, http://bim.psu.edu/uses
• BIM Project Execution Planning Guide and Templates, BIM Goal/Use Analysis Worksheet, http://bim.psu.edu/project/resources
• BIM Project Execution Planning Guide and Templates, BIM PxP Process Map Templates, http://bim.psu.edu/project/resources
• BIM Project Execution Planning Guide and Templates, Information Exchange Worksheet, http://bim.psu.edu/project/resources
5.4.3 Terms, definitions, symbols, units and abbreviated terms
For the purposes of this document, the following terms, definitions, symbols, units and abbreviated terms apply.
Reference terms in BIM Project Execution Planning Guide, see Chapter 5.3.
5.4.4 BIM Project Execution Plan Content – Version 2.1, May 2011
5.4.4.1 Introduction
BIM Project Execution Plan Content was developed through a multistep research procedure that included a detailed literature review; industry expert interviews; focus group meeting; and surveys. After the Content was developed, it was implemented on several case study projects to evaluate the ease of implementation and identify areas for improving the Content. The Content was developed as a
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complement to the BIM Project Execution Planning Guide which is submitted via a separate submission to the NBIMS-US™.
5.4.4.2 BIM Project Execution Planning Guide and content background
A project team must perform detailed and comprehensive planning to successfully implement BIM. A well-documented BIM Project Execution Plan helps to ensure that all parties are clearly aware of the opportunities and responsibilities associated with the incorporation of BIM into the project workflow. A completed BIM Project Execution Plan should define the appropriate uses for BIM on a project (e.g., design authoring, cost estimating, or design coordination), along with a detailed design and documentation of the process for executing BIM throughout a project’s lifecycle. Once the plan is created, the team can follow and monitor their progress against this plan to gain the maximum benefits from BIM implementation.
The Content is based upon the BIM Project Execution Planning Guide which provides a structured procedure, as displayed in Figure 5.4-1, for creating and implementing a BIM Project Execution Plan. The four steps within the procedure include:
1. Identify goals and high value BIM uses during each project phase
2. Design the BIM execution process through the creation of process maps
3. Define the BIM deliverables in the form of information exchanges
4. Develop the infrastructure to support the implementation such as contracts, communication procedures, technology and quality control.
Figure 5.4-1 – The BIM Project Execution Planning Procedure
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The goal for developing this structured procedure is to stimulate planning and direct communication by the project team during the early phases of a project. The team leading the planning process should include members from all the organizations with a significant role in the project. Since there is no single best method for BIM implementation on every project, each team must effectively design a tailored execution strategy by understanding the project goals, the project characteristics, and the capabilities of the team members.
The BIM Project Execution Plan Content is a product of the BIM Project Execution Planning buildingSMART alliance® (Alliance or bSa) Project. The Content was developed to provide a practical template that can be used by project teams to document their BIM Project Execution Plan.
The Building Information Modeling (BIM) Project Execution Plan Content includes the following sections:
SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW
SECTION B: PROJECT INFORMATION
SECTION D: PROJECT GOALS / BIM USES
SECTION E: ORGANIZATIONAL ROLES / STAFFING
SECTION F: BIM PROCESS DESIGN
SECTION G: BIM INFORMATION EXCHANGES
SECTION H: BIM AND FACILITY DATA REQUIREMENTS
SECTION I: COLLABORATION PROCEDURES
SECTION J: QUALITY CONTROL
SECTION L: MODEL STRUCTURE
SECTION M: PROJECT DELIVERABLES
SECTION O: ATTACHMENTS
Additionally, the Content references a number of items from the BIM Project Execution Planning Guide. The guide has been submitted as separate document and can be downloaded at the project website (bim.psu.edu) or in the supplemental material for this approved practice document.
5.4.4.3 Content development
The Content was developed to supplement the BIM Project Execution Planning Guide. The Guide was developed as part of a research project sponsored by the Charles Pankow Foundation, the Construction Industry Institute, the Penn State Office of Physical Plant, and the Partnership for Achieving Construction Excellence (PACE).
The following research steps were conducted. Overall the research team developed the initial draft planning Content. The steps that were employed to create the BIM Project Execution Plan Content include:
5.4.4.3.1 Collect BIM Execution/Implementation Plan data
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The first step of the process to develop the defining supporting infrastructure procedure and Contents was to collect data about the current execution plans and what should be put into the creating of new execution plans
5.4.4.3.2 Literature review the elements of a BIM execution/implementation plan
Several documents have been published that explain the necessary elements that should be contained in BIM Implementation/Execution Plan. Some examples of these are:
1. AIA BIM Protocol (E202)
2. Autodesk Communication Specification
4. US Army Corp of Engineers BIM Roadmap
5. Capital Facilities Information Handover Guide, Part 1. By Fallon, K., and Palmer, M.
5.4.4.3.3 Reviewed BIM implementation plans and templates
In addition to the published documents, the team had the opportunity to review proprietary BIM implementation plans provided by companies that were collaborating with the research team. At least six industry partners contributed examples for this purpose.
5.4.4.3.4 Interviews and focus group
The team conducted focus group meetings and interviews to help determine the necessary elements of an implementation plan.
5.4.4.3.5 Development procedure and content
After all the data was collected, the team located common elements from all the various resources. Table 5.4-1 shows a category breakdown of all of the elements contained in the published documents. Additional information from the proprietary BIM implementation plans was also considered. These common elements were compiled and documented in the initial version of the BIM Project Execution Plan Content (termed the BIM Project Execution Plan Template upon initial release).
BIM Execution Planning Guide AIA BIM Protocol Ex.
Autodesk Comm. Spec.
BIM Contractual Requirements X Key Project Contacts X X X
Project Goals/BIM Objectives Purpose of BIM Implementation X X
Why Key BIM Use Decisions X X BIM Process Design
Process Maps for BIM Project Activities X Define Information Exchanges X X
Delivery Strategy/Contract Definition of Delivery Structure X X
Definition of Selection
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BIM Execution Planning Guide AIA BIM Protocol Ex.
Autodesk Comm. Spec.
Definition of Contracting X BIM Scope Definitions
Model Elements by Discipline X Level of Detail X X X X
Specific Model Attributes X X X X Organizational Roles and Responsibilities
Roles and Responsibilities of Each Organization
X X X
X
Hardware X X Software X X X
Space X Networking Requirements X X
Model Quality Control Procedures Methods to ensure model accuracy X X X X
Glossary of Terms X X X X
Table 5.4-1 – BIM Execution Planning Category Guide
After the common elements were identified, the team began to develop a series of documents that that project teams could use to assist them when developing a BIM Project Execution Plan. In order to develop the Content, a rough draft was created and then reviewed by the research team in small focus group meetings. Suggests for improvement were made and the Content was updated. Figures 5.4-2 and 5.4-3 show examples of the BIM Project Execution Plan Content.
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Figure 5.4-2 – BIM Project Execution Plan
Content
Figure 5.4-3 – Image of Version 1.0 of the BIM Project Execution Plan Conten
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Once Version 1.0 of the Content was completed in late October 2009, it was released for review and use on the research project website.
5.4.4.3.6 Validate procedure and content
After the Content was released it was reviewed by industry members on a general level as well as making minor modifications. More importantly the Content was reviewed at length through a line by line analysis by the US Army Corps of Engineers BIM industry advisory group when they were adapting the document for adoption within the USACE contract requirements.
5.4.4.3.7 Unsolicited industry review
The research team made an announcement to those who had downloaded the BIM Project Execution Planning Guide that the Content was available for download. As soon as this occurred, the Content received numerous downloads, and the Content was published and referenced on several other industry websites. Thereafter, the research team started to receive comments on the Content. These comments were then used to update the Content.
5.4.4.3.8 Reviewed by USACE BIM contract language team After the Content was released, the project team worked with Steve Hutsell, lead of the US Army Corps of Engineers (USACE) BIM Contract Language Workgroup to modify the Content with some minor customization for the USACE. To accomplish this, the USACE BIM Contract Language Workgroup conducted three 2-day workshops to review and update the Content. Each workshop was about one month apart. At the workshops, the workgroup went through each line of the Content and discussed whether or not it should be contained in the USACE Specific Project Execution Plan (PxP) Template. To accomplish this task, about an hour was spent on each section of the Content during each workshop. Between workshops additional revisions were made to the USACE Specific PxP Template which is directly based upon the Content. At the next workshop, all revisions were reviewed in detail. Figure 5.4-4 shows a section from the USACE Specific PxP template that was created by the workgroup. This template is directly structured from the Content, with only very minor modification to make some sections optional and to appropriately provide descriptions that are consistent with USACE contract requirements.
Figure 5.4-4 – Section of the USACE Project Execution Plan Template
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5.4.4.3.9 Updated procedure and content
The unsolicited review and the review by USACE were then used to update the Content. Figure 5.4-5 shows the current version of the Content.
Figure 5.4-5 – Portions of Current BIM Project Execution Plan Content
5.4.4.3.10 Industry acceptance of the Guide
The use of the BIM Project Execution Plan Content has quickly become common practice for multiple organizations and is rapidly gaining acceptance as an industry standard within the building industry. To assist with documenting the Content’s acceptance, a survey was distributed to those who have downloaded the BIM Project Execution Planning Guide and its related resources. The following statistics, which are gathered from that survey and various other sources, support the claim of wide acceptance across the industry.
5.4.4.3.11 Owners requiring submission
Since the start of this project a number of large organizations have been using the Content. Some organizations have adopted a requirement to submit BIM Project Execution Plans through the use of the Content. The following is a list of three owner organizations that have confirmed this requirement:
• US Army Corps of Engineers (embedded into Attachment F);
• US Air Force; and
5.4.4.4 Conclusions
The BIM Project Execution Plan Content provides a structure to the information that should be included in a BIM Project Execution Plan. Based on the level of industry acceptance and the rigorous methodology used to develop the Content, we request that the BIM Project Execution Plan Content be accepted as a practice standard within NBIMS-US™.
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5.4.4.5 Acknowledgements
We wish to thank the sponsors for the Guide development which include:
• The Charles Pankow Foundation;
• The Construction Industry Institute;
• The Pennsylvania State University, Office of Physical Plant; and
• The Partnership for Achieving Construction Excellence at Penn State.
We would also like to thank the Advisory Board Members which include:
• Deke Smith, Executive Director of buildingSMART alliance® (Industry Champion)
• Victor Sanvido, Ph.D., Senior Vice President, Southland Industries (Industry Champion)
• Mark Butler, Chair, US National CAD Standard Project Committee, Systems Integration Manager, and Senior Professional Associate, HDR, Inc.
• Derek Cunz, Director of Project Development, Mortenson Construction
• Mark Falzarano, CAD Coordinator, Barton Malow Company
• Ed Gannon, Manager of Design Services, Penn State Office of Physical Plant
• Greg Gidez, Corporate Design Manager, Hensel Phelps Construction Co.
• Francois Grobler, Ph.D., US Army CERL and IAI – North America
• Steve Hagan, Project Knowledge Center, U.S. General Services Administration
• Steve Hutsell, Chief, Geospatial Section, Seattle District, US Army Corps of Engineers
• Mark Konchar, Vice President, Balfour Beatty Construction
• Soad Kousheshi, President, AEC Strategy
• Robert Leicht, Ph.D., BIM Project Manager, DPR Constructors
• Kurt Maldovan, Balfour Beatty Construction
• Alexander Zolotov, Skanska
And we would like to recognize the primary authors of the BIM Project Execution Planning Guide which include:
• John Messner (Principle Investigator), Director, CIC Research Program and Associate Professor of Architectural Engineering, Penn State
• Chimay Anumba (Co-Principle Investigator), Professor and Head, Department of Architectural Engineering, Penn State
• Craig Dubler, Graduate Research Assistant, Penn State
• Shane Goodman, former MAE/BAE student, Penn State
• Colleen Kasprzak, Graduate Research Assistant, Penn State
• Ralph Kreider, Graduate Research Assistant, Penn State
• Robert Leicht, Assistant Professor of Architectural Engineering, Penn State
• Chitwan Saluja, former Graduate Research Assistant, Penn State
• Nevena Zikic, former Graduate Research Assistant, Penn State
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5.4.4.6 Sources for additional information
For more information and resources, please see the project website at: bim.psu.edu. Additional information on the creation of the guide can be located in the following publications:
• Computer Integrated Construction Research Program. (2010). BIM Project Execution Planning Guide: Final Research Methods Report, The Charles Pankow Foundation, Claremont CA (available at http://www.pankowfoundation.org/grants.cfm and in the supplemental documents folder)
• Computer Integrated Construction Research Program. (2010). BIM Project Execution Planning Guide: Second Interim Research Report, The Charles Pankow Foundation, Claremont CA (available in the supplemental documents folder)
• Computer Integrated Construction Research Program. (Submitted for Review). Project Execution Planning for Building Information Modeling: Research Report. The Construction Industry Institute, Austin, TX, USA.
• Computer Integrated Construction Research Program. (2010). Project Execution Planning for Building Information Modeling. The Construction Industry Institute, Austin, TX, USA, 21 Pages.
5.4.5 Bibliography
1. Computer Integrated Construction Research Program; BIM Project Execution Planning Guide – Version 2.1; Print; Version 2.1; University Park, PA, USA; The Pennsylvania State University; May 2011; Access (bim.psu.edu, 12/22/2011)
<Function>
Yes
No
INFO. EXCHANGE
BIM USES
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team. http://www.engr/psu.edu/ae/cic/bimex
Model Correct?
REFERENCE INFO.
INFO. EXCHANGE
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team. http://www.engr/psu.edu/ae/cic/bimex
Start Process
Yes
Yes
No
Cost Reports
Analysis Method
3D Model
Yes
No
Note: This map was developed from a review of the bSa/OGC AECOO-1 Testbed Project
Structural Analysis
Lighting Analysis
Construction Families and Libraries
Yes
No
This template is a tool that is provided to assist in the development of a BIM project execution plan as required per contract. The template plan was created from the buildingSMART alliance™ (bSa) Project “BIM Project Execution Planning” as developed by The Computer Integrated Construction (CIC) Research Group of The Pennsylvania State University. The bSa project is sponsored by The Charles Pankow Foundation ( http://www.pankowfoundation.org ), Construction Industry Institute (CII) ( http://www.constructioninstitute.org ), Penn State Office of Physical Plant (OPP) ( http://www.opp.psu.edu ), and The Partnership for Achieving Construction Excellence (PACE) ( http://www.engr.psu.edu/pace ). The BIM Project Execution Planning Guide can be downloaded at http://www.engr.psu.edu/BIM/PxP .
This coversheet can be replaced by a company specific coversheet that includes at a minimum document title, project title, project location, author company, and project number.
This work is licensed under the Creative Commons Attribution-Share Alike 3.0 United States License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/3.0/us/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.
[PROJECT TITLE] [DATE]
Version 2.1
Section A: BIM Project Execution Plan Overview
To successfully implement Building Information Modeling (BIM) on a project, the project team has developed this detailed BIM Project Execution Plan. The BIM Project Execution Plan defines uses for BIM on the project (e.g. design authoring, cost estimating, and design coordination), along with a detailed design of the process for executing BIM throughout the project lifecycle.
[INSERT ADDITIONAL INFORMATION HERE IF APPLICABLE. FOR EXAMPLE: BIM MISSION STATEMENT This is the location to provide additional BIM overview information. Additional detailed information can be included as an attachment to this document.
Please note: Instructions and examples to assist with the completion of this guide are currently in grey. The text can and should be modified to suit the needs of the organization filling out the template. If modified, the format of the text should be changed to match the rest of the document. This can be completed, in most cases, by selecting the normal style in the template styles.
Section B: Project Information
This section defines basic project reference information and determined project milestones.
Project Owner:
Project Name:
Additional Project Information: [UNIQUE BIM PROJECT CHARACTERISTICS AND REQUIREMENTS]
Project Numbers:
PROJECT INFORMATION
PROJECT PHASE /
Section C: Key Project Contacts
List of lead BIM contacts for each organization on the project. Additional contacts can be included later in the document.
Role
Organization
Describe how the BIM Model and Facility Data are leveraged to maximize project value (e.g. design alternatives, life-cycle analysis, scheduling, estimating, material selection, pre-fabrication opportunities, site placement, etc.) Reference www.engr.psu.edu/bim/download for BIM Goal & Use Analysis Worksheet.
1. Major BIM Goals / Objectives:
State Major BIM Goals and Objectives
PRIORITY
Reference www.engr.psu.edu/bim/download for BIM Goal & Use Analysis Worksheet. Attach BIM Use analysis Worksheet as Attachment 1.
3. BIM Uses:
Highlight and place an X next to the additional BIM Uses to be developed by the use of the BIM model as selected by the project team using the BIM Goal & Use Analysis Worksheet. See BIM Project Execution Planning Guide at www.engr.psu.edu/BIM/BIM_Uses for Use descriptions. Include additional BIM Uses as applicable in empty cells.
X
PLAN
X
DESIGN
X
CONSTRUCT
X
OPERATE
PROGRAMMING
Determine the project’s BIM Roles/Responsibilities and BIM Use Staffing
1. BIM Roles and Responsibilities:
Describe BIM roles and responsibilities such as BIM Managers, Project Managers, Draftspersons, etc.
2. BIM Use Staffing:
For each BIM Use selected, identify the team within the organization (or organizations) who will staff and perform that Use and estimate the personal time required.
BIM Use
Estimated Worker Hours
Section F: BIM Process Design
Provide process maps for each BIM Use selected in section D: Project Goals/BIM Objectives. These process maps provide a detailed plan for execution of each BIM Use. They also define the specific Information Exchanges for each activity, building the foundation for the entire execution plan. The plan includes the Overview Map (Level 1) of the BIM Uses, a Detailed Map of each BIM Use (Level 2), and a description of elements on each map, as appropriate. Level 1 and 2 sample maps are available for download at www.engr.psu.edu/BIM/download . (Please note that these are sample maps and should be modified based on project specific information and requirements). Please reference Chapter Three: Designing BIM Project Execution Process in the BIM Project Execution Planning Guide found at www.engr.psu.edu/BIM/PxP
1. Level One Process Overview Map: Attachment 2
2. List of Level Two – Detailed BIM Use Process Map(s): Attachment 3
The following are examples. Modify for specific project. Some Process Maps may need to be removed, while some process maps may need to be added.
a. Existing Conditions Modeling
d. Programming
n. Record Modeling
o. Maintenance Scheduling
Section G: BIM Information Exchanges
Model elements by discipline, level of detail, and any specific attributes important to the project are documented using information exchange worksheet. See Chapter Four: Defining the Requirements for Information Exchanges in the BIM Project Execution Planning Guide for details on completing this template.
1. List of Information Exchange Worksheet(s): Attachment 4
The following are examples. Modify for specific project. Some Information Exchanges may need to be removed, while some Information Exchanges may need to be added.
a. Existing Conditions Modeling
d. Programming
n. Record Modeling
o. Maintenance Scheduling
2. Model Definition Worksheet: Attachment 5
(Attach Model Definition Worksheet)
Section H: BIM and Facility Data Requirements
The section should include the owners BIM requirements. It is important that the owner’s requirements for BIM be considered so that they can be incorporated into the project’s BIM process.
Section I: Collaboration Procedures
Describe how the project team will collaborate. Include items such as communication methods, document management and transfer, and record storage, etc.
2. Meeting Procedures:
The following are examples of meetings that should be considered.
MEETING TYPE
PROJECT STAGE
ANY OTHER BIM MEETINGS THAT OCCURS WITH MULTIPLE PARTIES
3. Model Delivery Schedule of Information Exchange for Submission and Approval:
Document the information exchanges and file transfers that will occur on the project.
INFORMATION EXCHANGE
MODEL FILE
MODEL SOFTWARE
4. Interactive Workspace
The project team should consider the physical environment it will need throughout the lifecycle of the project to accommodate the necessary collaboration, communication, and reviews that will improve the BIM Plan decision making process. Describe how the project team will be located. Consider questions like “will the team be collocated?” If so, where is the location and what will be in that space? Will there be a BIM Trailer? If yes, where will it be located and what will be in the space such as computers, projectors, tables, table configuration? Include any additional information necessary information about workspaces on the project.
5. Electronic Communication Procedures:
(Note: File Naming and Folder Structure will be discussed in Section L: Model Structure).
The following document management issues should be resolved and a procedure should be defined for each: Permissions / access, File Locations, FTP Site Location(s), File Transfer Protocol, File / Folder Maintenance, etc.
FILE LOCATION
Describe the strategy to control the quality of the model.
2. QUALITY CONTROL CHECKS:
CHECKS
DEFINITION
VISUAL CHECK
Ensure there are no unintended model components and the design intent has been followed
INTERFERENCE CHECK
Detect problems in the model where two building components are clashing including soft and hard
STANDARDS CHECK
Ensure that the BIM and AEC CADD Standard have been followed (fonts, dimensions, line styles, levels/layers, etc)
MODEL INTEGRITY CHECKS
Describe the QC validation process used to ensure that the Project Facility Data set has no undefined, incorrectly defined or duplicated elements and the reporting process on non-compliant elements and corrective action plans
3. Model Accuracy and Tolerances:
Models should include all appropriate dimensioning as needed for design intent, analysis, and construction. Level of detail and included model elements are provided in the Information Exchange Worksheet.
PHASE
DISCIPLINE
TOLERANCE
SHOP DRAWINGS
MECH CONTRACTOR
Section K: Technological Infrastructure Needs
1. Software:
List software used to deliver BIM. Remove software that is not applicable.
BIM USE
XYZ DESIGN APPLICATION
VER. X.X (YEAR)
2. Computers / Hardware:
Understand hardware specification becomes valuable once information begins to be shared between several disciplines or organizations. It also becomes valuable to ensure that the downstream hardware is not less powerful than the hardware used to create the information. In order to ensure that this does not happen, choose the hardware that is in the highest demand and most appropriate for the majority of BIM Uses.
BIM USE
3. Modeling Content and Reference Information
Identify items such as families, workspaces, and databases.
BIM USE
FILE NAMES FOR MODELS SHOULD BE FORMATTED AS:
DISCIPLINE - PROJECT NUMBER – BUILDING NUMBER.XYZ (example: ARCH-11111-BL001.xyz)
ARCHITECTURAL MODEL
2. Model Structure:
Describe and diagram how the Model is separated, e.g., by building, by floors, by zone, by areas, and/or discipline.
3. Measurement and Coordinate Systems:
Describe the measurement system (Imperial or Metric) and coordinate system (geo-referenced) used.
4. BIM and CAD Standards:
Identify items such as the BIM and CAD standards, content reference information, and the version of IFC, etc.
STANDARD
VERSION
Section M: Project Deliverables
In this section, list the BIM deliverables for the project and the format in which the information will be delivered.
BIM SUBMITTAL ITEM
(.xyz)
See Record Model Information Exchange to ensure that the proper information is contained in this model
Section N: Delivery Strategy / Contract
1. Delivery and Contracting Strategy for the project:
What additional measures need to be taken to successfully use BIM with the selected delivery method and contract type?
2. Team Selection Procedure:
How will you select future team members in regards to the above delivery strategy and contract type?
3. BIM Contracting Procedure:
How should BIM be written into the future contracts? (If documents / contracts are developed, please attach as attachment 6)
Section O: Attachments
2. LEVEL 1 PROCESS OVERVIEW MAP [FROM SECTION F]
3. LEVEL 2 DETAILED BIM USE PROCESS MAP(S) [FROM SECTION F]
4. INFORMATION EXCHANGE REQUIREMENT WORKSHEET(S) [FROM SECTION G]
5. MODEL DEFINITION WORKSHEET [FROM SECTION G]
6. DEVELOPED DOCUMENTS / CONTRACTS [FROM SECTION H]
INTRO
GOAL:
This worksheet was developed to aid the project team to define the information required to implement each BIM Use with maximum efficiency.
Information Exchange (IE) Tab:
The purpose of this section is to define the information needed to produce each BIM Use. Therefore, the responsible party for the use is in charge of gathering the information required, and filling out each category using the defied Model Element Breakdown (which should be customized to fit each project)
Model Definition (MOD) Tab:
The purpose of this section is to produce the progression of the model throughout the lifecycle of the project. The information for this section should be extracted from the IE Tab. Any other information that will be modeled lifecycle of the project should be added here.
Information
ARCH
Architect
CON
Contractor
B
CE
Trade Contractors
Information: This column defines the information and detail required in the model content.
Responsible Party: This column aims to define the responsible parties for the model content of the BIM deliverables. Specifically, the responsible party in this case is the author of the content.
&C&"-,Bold"&14Information Exchange Worksheet - Version 2.1
IE
Responsible Party (Information Receiver)
Application & Version
Yes
No
Project Title IN
X C
H A
N G
E B
IM U
S E
S Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Owner
Planning
Programming
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Laser Scan Model Survey Model Existing Conditions
Information Model
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Assemblies
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Model
Correct?
No
Yes
Schedule
Optimized?
Yes
No
End
Process
Lead
Times
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Start
Process
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Review
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Note: This map was developed from a review of the
bSa/OGC AECOO-1 Testbed Project
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Models
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Start
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Data Sensor Data
Planning
Owner
Programming
Schematic Design 3D Macro Coordination Model
Schematic Design 3D Virtual Prototypes
Architectural Model
MEP Model
Structural Model
Civil Model
Architectural Model
MEP Model
Structural Model
Civil Model
Architectural Model
MEP Model
Structural Model
Civil Model
Design Development 3D Macro Coordination Model
Design Development 3D Virtual Prototypes
CD (MP) Cost
CD (MP) 3D Virtual Prototypes
CD (MP) 3D Micro
Responsible Party
Results acceptable?
YES
NO
YES
NO
Contractor
Contractor
All Disciplines
All Disciplines
Productivity Information
Lead Times
Schedule (Draft)
Schedule
Is building location acceptable?
Responsible Party
ACCEPTABLE
Start Design Programming
END PROCESS
Engineer
All Disciplines
Engineer
Architect
Program Model
Architectural Model
MEP Model
Structural Model
All Disciplines
Engineer
Architect
Engineer
All Disciplines
Engineer
Architectural Model
MEP Model
Structural Model
Architect
Facility Manager
YES
NO
Note: This map was developed from a review of the bSa/OGC AECOO-1 Testbed Project
ENERGY ANALYSIS
Design Model
Mechanical Engineer
Mechanical Engineer
Mechanical Engineer
Contractor
Mechanical Contractor
Space Type Library
Mechanical System Library
Construction Type Library
YES
NO
Structural Engineer
Structural Engineer
Analyze Model
Seismic Loads
Snow Loads
Lighting Engineer
Lighting Engineer
Lighting Engineer
END PROCESS
START PROCESS
Any collisions?
All Disciplines
BIM Coordinator
END PROCESS
START PROCESS
YES
NO
Construction Equipment Libraries
Contractor
END PROCESS
START PROCESS
Contractor
Construction Families and Libraries
END PROCESS
START PROCESS
Facility Manager
Sensor Information
CMMS Information
YES
NO
Performance Targets
Facility Manager
Perform Maintenance
Responsible Party
Prepare/Adjust Schedule
Facility Manager
Responsible Party
Prepare/Adjust Schedule
Introduction
The purpose of this worksheet is to assist project team members in the development of BIM Goals and the selection of BIM Uses based on project and team characteristics.
&C&14BIM Goal and Use Worksheet - Version 2.1&11
Goal Identification
Priority (1-3)
Goal Description
Goal EXAMPLE
Priority (1-3)
Goal Description
3
Record Model, 3D Coordination
Engineering Analysis, LEED Evaluation
4D Modeling
Cost Estimation
BIM Use Analysis
Notes
Programming
* Additional BIM Uses as well as information on each Use can be found at http://www.engr.psu.edu/ae/cic/bimex/
&C&"-,Bold"&14BIM USE ANALYSIS Version 2.0
BIM Use EXAMPLE
Notes
High value to owner due to
YES
Modeling learning curve possible
NO
NO
* Additional BIM Uses as well as information on each Use can be found at http://www.engr.psu.edu/ae/cic/bimex/
&C&"-,Bold"&16BIM USE ANALYSIS
National BIM Standard - United States® Version 3 5 Practice Documents
5.4 BIM Project Execution Plan Content – Version 2.1
CONTENTS
5.4.3 Terms, definitions, symbols, units and abbreviated terms ................................................................. 2
5.4.4 BIM Project Execution Plan Content – Version 2.1, May 2011 ......................................................... 2
5.4.4.1 Introduction ....................................................................................................................................... 2
5.4.4. BIM Project Execution Planning Guide and content background ..................................................... 3
5.4.4.3 Content development ....................................................................................................................... 4
5.4.4.3.2 Literature review the elements of a BIM execution/implementation plan ...................................... 5
5.4.4.3.3 Reviewed BIM implementation plans and templates ..................................................................... 5
5.4.4.3.4 Interviews and focus group ............................................................................................................ 5
5.4.4.3.5 Development procedure and content ............................................................................................. 5
5.4.4.3.6 Validate procedure and content ..................................................................................................... 8
5.4.4.3.7 Unsolicited industry review ............................................................................................................ 8
5.4.4.3.8 Reviewed by USACE BIM contract language team ....................................................................... 8
5.4.4.3.9 Updated procedure and content .................................................................................................... 9
5.4.4.3.10 Industry acceptance of the Guide ................................................................................................ 9
5.4.4.3.11 Owners requiring submission ....................................................................................................... 9
5.4.4.4 Conclusions .................................................................................................................................. 9
5.4.4.5 Acknowledgements .................................................................................................................... 10
5.4.5 Bibliography ............................................................................................................................... 11
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5.4.1 Scope
This standard provides guidelines on the content that should be contained in a BIM project execution plan. A project execution plan defines uses for BIM on the project (e.g., design authoring, design review, and 3D coordination), along with a detailed design of the process for executing BIM throughout the project life-cycle. The intent of the content document is to assist project teams when developing their BIM project execution plans. It is not the intent of this content/template to replace contract language, rather to support and supplement it. The BIM project execution plan content includes BIM project execution plan overview, project information, key project contacts, project goals/BIM uses, organizational roles/staffing, BIM process design, BIM information exchanges, BIM and facility data requirements, collaboration procedures, quality control, technological infrastructure needs, model structure, project deliverables, delivery strategy/contract, and necessary attachments.
The BIM project execution plan content was developed by the Computer Integrated Construction Research Group at The Pennsylvania State University with generous support from The Charles Pankow Foundation, the Construction Industry Institute, The Pennsylvania State Office of Physical Plant and the Partnership for Achieving Construction Excellence.
5.4.2 Normative references
The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.
• Computer Integrated Construction Research Program; BIM Project Execution Planning Guide – Version 2.1; Print; Version 2.1; University Park, PA, USA; The Pennsylvania State University; May 2011; Access, http://bim.psu.edu, 12/22/2011
• BIM Uses – Project Execution Planning Guide, http://bim.psu.edu/uses
• BIM Project Execution Planning Guide and Templates, BIM Goal/Use Analysis Worksheet, http://bim.psu.edu/project/resources
• BIM Project Execution Planning Guide and Templates, BIM PxP Process Map Templates, http://bim.psu.edu/project/resources
• BIM Project Execution Planning Guide and Templates, Information Exchange Worksheet, http://bim.psu.edu/project/resources
5.4.3 Terms, definitions, symbols, units and abbreviated terms
For the purposes of this document, the following terms, definitions, symbols, units and abbreviated terms apply.
Reference terms in BIM Project Execution Planning Guide, see Chapter 5.3.
5.4.4 BIM Project Execution Plan Content – Version 2.1, May 2011
5.4.4.1 Introduction
BIM Project Execution Plan Content was developed through a multistep research procedure that included a detailed literature review; industry expert interviews; focus group meeting; and surveys. After the Content was developed, it was implemented on several case study projects to evaluate the ease of implementation and identify areas for improving the Content. The Content was developed as a
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complement to the BIM Project Execution Planning Guide which is submitted via a separate submission to the NBIMS-US™.
5.4.4.2 BIM Project Execution Planning Guide and content background
A project team must perform detailed and comprehensive planning to successfully implement BIM. A well-documented BIM Project Execution Plan helps to ensure that all parties are clearly aware of the opportunities and responsibilities associated with the incorporation of BIM into the project workflow. A completed BIM Project Execution Plan should define the appropriate uses for BIM on a project (e.g., design authoring, cost estimating, or design coordination), along with a detailed design and documentation of the process for executing BIM throughout a project’s lifecycle. Once the plan is created, the team can follow and monitor their progress against this plan to gain the maximum benefits from BIM implementation.
The Content is based upon the BIM Project Execution Planning Guide which provides a structured procedure, as displayed in Figure 5.4-1, for creating and implementing a BIM Project Execution Plan. The four steps within the procedure include:
1. Identify goals and high value BIM uses during each project phase
2. Design the BIM execution process through the creation of process maps
3. Define the BIM deliverables in the form of information exchanges
4. Develop the infrastructure to support the implementation such as contracts, communication procedures, technology and quality control.
Figure 5.4-1 – The BIM Project Execution Planning Procedure
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The goal for developing this structured procedure is to stimulate planning and direct communication by the project team during the early phases of a project. The team leading the planning process should include members from all the organizations with a significant role in the project. Since there is no single best method for BIM implementation on every project, each team must effectively design a tailored execution strategy by understanding the project goals, the project characteristics, and the capabilities of the team members.
The BIM Project Execution Plan Content is a product of the BIM Project Execution Planning buildingSMART alliance® (Alliance or bSa) Project. The Content was developed to provide a practical template that can be used by project teams to document their BIM Project Execution Plan.
The Building Information Modeling (BIM) Project Execution Plan Content includes the following sections:
SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW
SECTION B: PROJECT INFORMATION
SECTION D: PROJECT GOALS / BIM USES
SECTION E: ORGANIZATIONAL ROLES / STAFFING
SECTION F: BIM PROCESS DESIGN
SECTION G: BIM INFORMATION EXCHANGES
SECTION H: BIM AND FACILITY DATA REQUIREMENTS
SECTION I: COLLABORATION PROCEDURES
SECTION J: QUALITY CONTROL
SECTION L: MODEL STRUCTURE
SECTION M: PROJECT DELIVERABLES
SECTION O: ATTACHMENTS
Additionally, the Content references a number of items from the BIM Project Execution Planning Guide. The guide has been submitted as separate document and can be downloaded at the project website (bim.psu.edu) or in the supplemental material for this approved practice document.
5.4.4.3 Content development
The Content was developed to supplement the BIM Project Execution Planning Guide. The Guide was developed as part of a research project sponsored by the Charles Pankow Foundation, the Construction Industry Institute, the Penn State Office of Physical Plant, and the Partnership for Achieving Construction Excellence (PACE).
The following research steps were conducted. Overall the research team developed the initial draft planning Content. The steps that were employed to create the BIM Project Execution Plan Content include:
5.4.4.3.1 Collect BIM Execution/Implementation Plan data
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The first step of the process to develop the defining supporting infrastructure procedure and Contents was to collect data about the current execution plans and what should be put into the creating of new execution plans
5.4.4.3.2 Literature review the elements of a BIM execution/implementation plan
Several documents have been published that explain the necessary elements that should be contained in BIM Implementation/Execution Plan. Some examples of these are:
1. AIA BIM Protocol (E202)
2. Autodesk Communication Specification
4. US Army Corp of Engineers BIM Roadmap
5. Capital Facilities Information Handover Guide, Part 1. By Fallon, K., and Palmer, M.
5.4.4.3.3 Reviewed BIM implementation plans and templates
In addition to the published documents, the team had the opportunity to review proprietary BIM implementation plans provided by companies that were collaborating with the research team. At least six industry partners contributed examples for this purpose.
5.4.4.3.4 Interviews and focus group
The team conducted focus group meetings and interviews to help determine the necessary elements of an implementation plan.
5.4.4.3.5 Development procedure and content
After all the data was collected, the team located common elements from all the various resources. Table 5.4-1 shows a category breakdown of all of the elements contained in the published documents. Additional information from the proprietary BIM implementation plans was also considered. These common elements were compiled and documented in the initial version of the BIM Project Execution Plan Content (termed the BIM Project Execution Plan Template upon initial release).
BIM Execution Planning Guide AIA BIM Protocol Ex.
Autodesk Comm. Spec.
BIM Contractual Requirements X Key Project Contacts X X X
Project Goals/BIM Objectives Purpose of BIM Implementation X X
Why Key BIM Use Decisions X X BIM Process Design
Process Maps for BIM Project Activities X Define Information Exchanges X X
Delivery Strategy/Contract Definition of Delivery Structure X X
Definition of Selection
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BIM Execution Planning Guide AIA BIM Protocol Ex.
Autodesk Comm. Spec.
Definition of Contracting X BIM Scope Definitions
Model Elements by Discipline X Level of Detail X X X X
Specific Model Attributes X X X X Organizational Roles and Responsibilities
Roles and Responsibilities of Each Organization
X X X
X
Hardware X X Software X X X
Space X Networking Requirements X X
Model Quality Control Procedures Methods to ensure model accuracy X X X X
Glossary of Terms X X X X
Table 5.4-1 – BIM Execution Planning Category Guide
After the common elements were identified, the team began to develop a series of documents that that project teams could use to assist them when developing a BIM Project Execution Plan. In order to develop the Content, a rough draft was created and then reviewed by the research team in small focus group meetings. Suggests for improvement were made and the Content was updated. Figures 5.4-2 and 5.4-3 show examples of the BIM Project Execution Plan Content.
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Figure 5.4-2 – BIM Project Execution Plan
Content
Figure 5.4-3 – Image of Version 1.0 of the BIM Project Execution Plan Conten
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Once Version 1.0 of the Content was completed in late October 2009, it was released for review and use on the research project website.
5.4.4.3.6 Validate procedure and content
After the Content was released it was reviewed by industry members on a general level as well as making minor modifications. More importantly the Content was reviewed at length through a line by line analysis by the US Army Corps of Engineers BIM industry advisory group when they were adapting the document for adoption within the USACE contract requirements.
5.4.4.3.7 Unsolicited industry review
The research team made an announcement to those who had downloaded the BIM Project Execution Planning Guide that the Content was available for download. As soon as this occurred, the Content received numerous downloads, and the Content was published and referenced on several other industry websites. Thereafter, the research team started to receive comments on the Content. These comments were then used to update the Content.
5.4.4.3.8 Reviewed by USACE BIM contract language team After the Content was released, the project team worked with Steve Hutsell, lead of the US Army Corps of Engineers (USACE) BIM Contract Language Workgroup to modify the Content with some minor customization for the USACE. To accomplish this, the USACE BIM Contract Language Workgroup conducted three 2-day workshops to review and update the Content. Each workshop was about one month apart. At the workshops, the workgroup went through each line of the Content and discussed whether or not it should be contained in the USACE Specific Project Execution Plan (PxP) Template. To accomplish this task, about an hour was spent on each section of the Content during each workshop. Between workshops additional revisions were made to the USACE Specific PxP Template which is directly based upon the Content. At the next workshop, all revisions were reviewed in detail. Figure 5.4-4 shows a section from the USACE Specific PxP template that was created by the workgroup. This template is directly structured from the Content, with only very minor modification to make some sections optional and to appropriately provide descriptions that are consistent with USACE contract requirements.
Figure 5.4-4 – Section of the USACE Project Execution Plan Template
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5.4.4.3.9 Updated procedure and content
The unsolicited review and the review by USACE were then used to update the Content. Figure 5.4-5 shows the current version of the Content.
Figure 5.4-5 – Portions of Current BIM Project Execution Plan Content
5.4.4.3.10 Industry acceptance of the Guide
The use of the BIM Project Execution Plan Content has quickly become common practice for multiple organizations and is rapidly gaining acceptance as an industry standard within the building industry. To assist with documenting the Content’s acceptance, a survey was distributed to those who have downloaded the BIM Project Execution Planning Guide and its related resources. The following statistics, which are gathered from that survey and various other sources, support the claim of wide acceptance across the industry.
5.4.4.3.11 Owners requiring submission
Since the start of this project a number of large organizations have been using the Content. Some organizations have adopted a requirement to submit BIM Project Execution Plans through the use of the Content. The following is a list of three owner organizations that have confirmed this requirement:
• US Army Corps of Engineers (embedded into Attachment F);
• US Air Force; and
5.4.4.4 Conclusions
The BIM Project Execution Plan Content provides a structure to the information that should be included in a BIM Project Execution Plan. Based on the level of industry acceptance and the rigorous methodology used to develop the Content, we request that the BIM Project Execution Plan Content be accepted as a practice standard within NBIMS-US™.
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5.4.4.5 Acknowledgements
We wish to thank the sponsors for the Guide development which include:
• The Charles Pankow Foundation;
• The Construction Industry Institute;
• The Pennsylvania State University, Office of Physical Plant; and
• The Partnership for Achieving Construction Excellence at Penn State.
We would also like to thank the Advisory Board Members which include:
• Deke Smith, Executive Director of buildingSMART alliance® (Industry Champion)
• Victor Sanvido, Ph.D., Senior Vice President, Southland Industries (Industry Champion)
• Mark Butler, Chair, US National CAD Standard Project Committee, Systems Integration Manager, and Senior Professional Associate, HDR, Inc.
• Derek Cunz, Director of Project Development, Mortenson Construction
• Mark Falzarano, CAD Coordinator, Barton Malow Company
• Ed Gannon, Manager of Design Services, Penn State Office of Physical Plant
• Greg Gidez, Corporate Design Manager, Hensel Phelps Construction Co.
• Francois Grobler, Ph.D., US Army CERL and IAI – North America
• Steve Hagan, Project Knowledge Center, U.S. General Services Administration
• Steve Hutsell, Chief, Geospatial Section, Seattle District, US Army Corps of Engineers
• Mark Konchar, Vice President, Balfour Beatty Construction
• Soad Kousheshi, President, AEC Strategy
• Robert Leicht, Ph.D., BIM Project Manager, DPR Constructors
• Kurt Maldovan, Balfour Beatty Construction
• Alexander Zolotov, Skanska
And we would like to recognize the primary authors of the BIM Project Execution Planning Guide which include:
• John Messner (Principle Investigator), Director, CIC Research Program and Associate Professor of Architectural Engineering, Penn State
• Chimay Anumba (Co-Principle Investigator), Professor and Head, Department of Architectural Engineering, Penn State
• Craig Dubler, Graduate Research Assistant, Penn State
• Shane Goodman, former MAE/BAE student, Penn State
• Colleen Kasprzak, Graduate Research Assistant, Penn State
• Ralph Kreider, Graduate Research Assistant, Penn State
• Robert Leicht, Assistant Professor of Architectural Engineering, Penn State
• Chitwan Saluja, former Graduate Research Assistant, Penn State
• Nevena Zikic, former Graduate Research Assistant, Penn State
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5.4.4.6 Sources for additional information
For more information and resources, please see the project website at: bim.psu.edu. Additional information on the creation of the guide can be located in the following publications:
• Computer Integrated Construction Research Program. (2010). BIM Project Execution Planning Guide: Final Research Methods Report, The Charles Pankow Foundation, Claremont CA (available at http://www.pankowfoundation.org/grants.cfm and in the supplemental documents folder)
• Computer Integrated Construction Research Program. (2010). BIM Project Execution Planning Guide: Second Interim Research Report, The Charles Pankow Foundation, Claremont CA (available in the supplemental documents folder)
• Computer Integrated Construction Research Program. (Submitted for Review). Project Execution Planning for Building Information Modeling: Research Report. The Construction Industry Institute, Austin, TX, USA.
• Computer Integrated Construction Research Program. (2010). Project Execution Planning for Building Information Modeling. The Construction Industry Institute, Austin, TX, USA, 21 Pages.
5.4.5 Bibliography
1. Computer Integrated Construction Research Program; BIM Project Execution Planning Guide – Version 2.1; Print; Version 2.1; University Park, PA, USA; The Pennsylvania State University; May 2011; Access (bim.psu.edu, 12/22/2011)
<Function>
Yes
No
INFO. EXCHANGE
BIM USES
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team. http://www.engr/psu.edu/ae/cic/bimex
Model Correct?
REFERENCE INFO.
INFO. EXCHANGE
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team. http://www.engr/psu.edu/ae/cic/bimex
Start Process
Yes
Yes
No
Cost Reports
Analysis Method
3D Model
Yes
No
Note: This map was developed from a review of the bSa/OGC AECOO-1 Testbed Project
Structural Analysis
Lighting Analysis
Construction Families and Libraries
Yes
No
This template is a tool that is provided to assist in the development of a BIM project execution plan as required per contract. The template plan was created from the buildingSMART alliance™ (bSa) Project “BIM Project Execution Planning” as developed by The Computer Integrated Construction (CIC) Research Group of The Pennsylvania State University. The bSa project is sponsored by The Charles Pankow Foundation ( http://www.pankowfoundation.org ), Construction Industry Institute (CII) ( http://www.constructioninstitute.org ), Penn State Office of Physical Plant (OPP) ( http://www.opp.psu.edu ), and The Partnership for Achieving Construction Excellence (PACE) ( http://www.engr.psu.edu/pace ). The BIM Project Execution Planning Guide can be downloaded at http://www.engr.psu.edu/BIM/PxP .
This coversheet can be replaced by a company specific coversheet that includes at a minimum document title, project title, project location, author company, and project number.
This work is licensed under the Creative Commons Attribution-Share Alike 3.0 United States License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/3.0/us/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.
[PROJECT TITLE] [DATE]
Version 2.1
Section A: BIM Project Execution Plan Overview
To successfully implement Building Information Modeling (BIM) on a project, the project team has developed this detailed BIM Project Execution Plan. The BIM Project Execution Plan defines uses for BIM on the project (e.g. design authoring, cost estimating, and design coordination), along with a detailed design of the process for executing BIM throughout the project lifecycle.
[INSERT ADDITIONAL INFORMATION HERE IF APPLICABLE. FOR EXAMPLE: BIM MISSION STATEMENT This is the location to provide additional BIM overview information. Additional detailed information can be included as an attachment to this document.
Please note: Instructions and examples to assist with the completion of this guide are currently in grey. The text can and should be modified to suit the needs of the organization filling out the template. If modified, the format of the text should be changed to match the rest of the document. This can be completed, in most cases, by selecting the normal style in the template styles.
Section B: Project Information
This section defines basic project reference information and determined project milestones.
Project Owner:
Project Name:
Additional Project Information: [UNIQUE BIM PROJECT CHARACTERISTICS AND REQUIREMENTS]
Project Numbers:
PROJECT INFORMATION
PROJECT PHASE /
Section C: Key Project Contacts
List of lead BIM contacts for each organization on the project. Additional contacts can be included later in the document.
Role
Organization
Describe how the BIM Model and Facility Data are leveraged to maximize project value (e.g. design alternatives, life-cycle analysis, scheduling, estimating, material selection, pre-fabrication opportunities, site placement, etc.) Reference www.engr.psu.edu/bim/download for BIM Goal & Use Analysis Worksheet.
1. Major BIM Goals / Objectives:
State Major BIM Goals and Objectives
PRIORITY
Reference www.engr.psu.edu/bim/download for BIM Goal & Use Analysis Worksheet. Attach BIM Use analysis Worksheet as Attachment 1.
3. BIM Uses:
Highlight and place an X next to the additional BIM Uses to be developed by the use of the BIM model as selected by the project team using the BIM Goal & Use Analysis Worksheet. See BIM Project Execution Planning Guide at www.engr.psu.edu/BIM/BIM_Uses for Use descriptions. Include additional BIM Uses as applicable in empty cells.
X
PLAN
X
DESIGN
X
CONSTRUCT
X
OPERATE
PROGRAMMING
Determine the project’s BIM Roles/Responsibilities and BIM Use Staffing
1. BIM Roles and Responsibilities:
Describe BIM roles and responsibilities such as BIM Managers, Project Managers, Draftspersons, etc.
2. BIM Use Staffing:
For each BIM Use selected, identify the team within the organization (or organizations) who will staff and perform that Use and estimate the personal time required.
BIM Use
Estimated Worker Hours
Section F: BIM Process Design
Provide process maps for each BIM Use selected in section D: Project Goals/BIM Objectives. These process maps provide a detailed plan for execution of each BIM Use. They also define the specific Information Exchanges for each activity, building the foundation for the entire execution plan. The plan includes the Overview Map (Level 1) of the BIM Uses, a Detailed Map of each BIM Use (Level 2), and a description of elements on each map, as appropriate. Level 1 and 2 sample maps are available for download at www.engr.psu.edu/BIM/download . (Please note that these are sample maps and should be modified based on project specific information and requirements). Please reference Chapter Three: Designing BIM Project Execution Process in the BIM Project Execution Planning Guide found at www.engr.psu.edu/BIM/PxP
1. Level One Process Overview Map: Attachment 2
2. List of Level Two – Detailed BIM Use Process Map(s): Attachment 3
The following are examples. Modify for specific project. Some Process Maps may need to be removed, while some process maps may need to be added.
a. Existing Conditions Modeling
d. Programming
n. Record Modeling
o. Maintenance Scheduling
Section G: BIM Information Exchanges
Model elements by discipline, level of detail, and any specific attributes important to the project are documented using information exchange worksheet. See Chapter Four: Defining the Requirements for Information Exchanges in the BIM Project Execution Planning Guide for details on completing this template.
1. List of Information Exchange Worksheet(s): Attachment 4
The following are examples. Modify for specific project. Some Information Exchanges may need to be removed, while some Information Exchanges may need to be added.
a. Existing Conditions Modeling
d. Programming
n. Record Modeling
o. Maintenance Scheduling
2. Model Definition Worksheet: Attachment 5
(Attach Model Definition Worksheet)
Section H: BIM and Facility Data Requirements
The section should include the owners BIM requirements. It is important that the owner’s requirements for BIM be considered so that they can be incorporated into the project’s BIM process.
Section I: Collaboration Procedures
Describe how the project team will collaborate. Include items such as communication methods, document management and transfer, and record storage, etc.
2. Meeting Procedures:
The following are examples of meetings that should be considered.
MEETING TYPE
PROJECT STAGE
ANY OTHER BIM MEETINGS THAT OCCURS WITH MULTIPLE PARTIES
3. Model Delivery Schedule of Information Exchange for Submission and Approval:
Document the information exchanges and file transfers that will occur on the project.
INFORMATION EXCHANGE
MODEL FILE
MODEL SOFTWARE
4. Interactive Workspace
The project team should consider the physical environment it will need throughout the lifecycle of the project to accommodate the necessary collaboration, communication, and reviews that will improve the BIM Plan decision making process. Describe how the project team will be located. Consider questions like “will the team be collocated?” If so, where is the location and what will be in that space? Will there be a BIM Trailer? If yes, where will it be located and what will be in the space such as computers, projectors, tables, table configuration? Include any additional information necessary information about workspaces on the project.
5. Electronic Communication Procedures:
(Note: File Naming and Folder Structure will be discussed in Section L: Model Structure).
The following document management issues should be resolved and a procedure should be defined for each: Permissions / access, File Locations, FTP Site Location(s), File Transfer Protocol, File / Folder Maintenance, etc.
FILE LOCATION
Describe the strategy to control the quality of the model.
2. QUALITY CONTROL CHECKS:
CHECKS
DEFINITION
VISUAL CHECK
Ensure there are no unintended model components and the design intent has been followed
INTERFERENCE CHECK
Detect problems in the model where two building components are clashing including soft and hard
STANDARDS CHECK
Ensure that the BIM and AEC CADD Standard have been followed (fonts, dimensions, line styles, levels/layers, etc)
MODEL INTEGRITY CHECKS
Describe the QC validation process used to ensure that the Project Facility Data set has no undefined, incorrectly defined or duplicated elements and the reporting process on non-compliant elements and corrective action plans
3. Model Accuracy and Tolerances:
Models should include all appropriate dimensioning as needed for design intent, analysis, and construction. Level of detail and included model elements are provided in the Information Exchange Worksheet.
PHASE
DISCIPLINE
TOLERANCE
SHOP DRAWINGS
MECH CONTRACTOR
Section K: Technological Infrastructure Needs
1. Software:
List software used to deliver BIM. Remove software that is not applicable.
BIM USE
XYZ DESIGN APPLICATION
VER. X.X (YEAR)
2. Computers / Hardware:
Understand hardware specification becomes valuable once information begins to be shared between several disciplines or organizations. It also becomes valuable to ensure that the downstream hardware is not less powerful than the hardware used to create the information. In order to ensure that this does not happen, choose the hardware that is in the highest demand and most appropriate for the majority of BIM Uses.
BIM USE
3. Modeling Content and Reference Information
Identify items such as families, workspaces, and databases.
BIM USE
FILE NAMES FOR MODELS SHOULD BE FORMATTED AS:
DISCIPLINE - PROJECT NUMBER – BUILDING NUMBER.XYZ (example: ARCH-11111-BL001.xyz)
ARCHITECTURAL MODEL
2. Model Structure:
Describe and diagram how the Model is separated, e.g., by building, by floors, by zone, by areas, and/or discipline.
3. Measurement and Coordinate Systems:
Describe the measurement system (Imperial or Metric) and coordinate system (geo-referenced) used.
4. BIM and CAD Standards:
Identify items such as the BIM and CAD standards, content reference information, and the version of IFC, etc.
STANDARD
VERSION
Section M: Project Deliverables
In this section, list the BIM deliverables for the project and the format in which the information will be delivered.
BIM SUBMITTAL ITEM
(.xyz)
See Record Model Information Exchange to ensure that the proper information is contained in this model
Section N: Delivery Strategy / Contract
1. Delivery and Contracting Strategy for the project:
What additional measures need to be taken to successfully use BIM with the selected delivery method and contract type?
2. Team Selection Procedure:
How will you select future team members in regards to the above delivery strategy and contract type?
3. BIM Contracting Procedure:
How should BIM be written into the future contracts? (If documents / contracts are developed, please attach as attachment 6)
Section O: Attachments
2. LEVEL 1 PROCESS OVERVIEW MAP [FROM SECTION F]
3. LEVEL 2 DETAILED BIM USE PROCESS MAP(S) [FROM SECTION F]
4. INFORMATION EXCHANGE REQUIREMENT WORKSHEET(S) [FROM SECTION G]
5. MODEL DEFINITION WORKSHEET [FROM SECTION G]
6. DEVELOPED DOCUMENTS / CONTRACTS [FROM SECTION H]
INTRO
GOAL:
This worksheet was developed to aid the project team to define the information required to implement each BIM Use with maximum efficiency.
Information Exchange (IE) Tab:
The purpose of this section is to define the information needed to produce each BIM Use. Therefore, the responsible party for the use is in charge of gathering the information required, and filling out each category using the defied Model Element Breakdown (which should be customized to fit each project)
Model Definition (MOD) Tab:
The purpose of this section is to produce the progression of the model throughout the lifecycle of the project. The information for this section should be extracted from the IE Tab. Any other information that will be modeled lifecycle of the project should be added here.
Information
ARCH
Architect
CON
Contractor
B
CE
Trade Contractors
Information: This column defines the information and detail required in the model content.
Responsible Party: This column aims to define the responsible parties for the model content of the BIM deliverables. Specifically, the responsible party in this case is the author of the content.
&C&"-,Bold"&14Information Exchange Worksheet - Version 2.1
IE
Responsible Party (Information Receiver)
Application & Version
Yes
No
Project Title IN
X C
H A
N G
E B
IM U
S E
S Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Owner
Planning
Programming
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Laser Scan Model Survey Model Existing Conditions
Information Model
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Assemblies
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Model
Correct?
No
Yes
Schedule
Optimized?
Yes
No
End
Process
Lead
Times
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Start
Process
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Review
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Note: This map was developed from a review of the
bSa/OGC AECOO-1 Testbed Project
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Models
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Start
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
R O
C E
S S
Developed with the BIM Project Execution Planning Procedure by the Penn State CIC Research Team.
http://www.engr/psu.edu/ae/cic/bimex
Data Sensor Data
Planning
Owner
Programming
Schematic Design 3D Macro Coordination Model
Schematic Design 3D Virtual Prototypes
Architectural Model
MEP Model
Structural Model
Civil Model
Architectural Model
MEP Model
Structural Model
Civil Model
Architectural Model
MEP Model
Structural Model
Civil Model
Design Development 3D Macro Coordination Model
Design Development 3D Virtual Prototypes
CD (MP) Cost
CD (MP) 3D Virtual Prototypes
CD (MP) 3D Micro
Responsible Party
Results acceptable?
YES
NO
YES
NO
Contractor
Contractor
All Disciplines
All Disciplines
Productivity Information
Lead Times
Schedule (Draft)
Schedule
Is building location acceptable?
Responsible Party
ACCEPTABLE
Start Design Programming
END PROCESS
Engineer
All Disciplines
Engineer
Architect
Program Model
Architectural Model
MEP Model
Structural Model
All Disciplines
Engineer
Architect
Engineer
All Disciplines
Engineer
Architectural Model
MEP Model
Structural Model
Architect
Facility Manager
YES
NO
Note: This map was developed from a review of the bSa/OGC AECOO-1 Testbed Project
ENERGY ANALYSIS
Design Model
Mechanical Engineer
Mechanical Engineer
Mechanical Engineer
Contractor
Mechanical Contractor
Space Type Library
Mechanical System Library
Construction Type Library
YES
NO
Structural Engineer
Structural Engineer
Analyze Model
Seismic Loads
Snow Loads
Lighting Engineer
Lighting Engineer
Lighting Engineer
END PROCESS
START PROCESS
Any collisions?
All Disciplines
BIM Coordinator
END PROCESS
START PROCESS
YES
NO
Construction Equipment Libraries
Contractor
END PROCESS
START PROCESS
Contractor
Construction Families and Libraries
END PROCESS
START PROCESS
Facility Manager
Sensor Information
CMMS Information
YES
NO
Performance Targets
Facility Manager
Perform Maintenance
Responsible Party
Prepare/Adjust Schedule
Facility Manager
Responsible Party
Prepare/Adjust Schedule
Introduction
The purpose of this worksheet is to assist project team members in the development of BIM Goals and the selection of BIM Uses based on project and team characteristics.
&C&14BIM Goal and Use Worksheet - Version 2.1&11
Goal Identification
Priority (1-3)
Goal Description
Goal EXAMPLE
Priority (1-3)
Goal Description
3
Record Model, 3D Coordination
Engineering Analysis, LEED Evaluation
4D Modeling
Cost Estimation
BIM Use Analysis
Notes
Programming
* Additional BIM Uses as well as information on each Use can be found at http://www.engr.psu.edu/ae/cic/bimex/
&C&"-,Bold"&14BIM USE ANALYSIS Version 2.0
BIM Use EXAMPLE
Notes
High value to owner due to
YES
Modeling learning curve possible
NO
NO
* Additional BIM Uses as well as information on each Use can be found at http://www.engr.psu.edu/ae/cic/bimex/
&C&"-,Bold"&16BIM USE ANALYSIS
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