GSFIC BIM execution plan, series 01: template [Oct. 2012]

Georgia State Financing and Investment Commission
GSFIC BIM Execution Plan
Series 01: Template
01 October 2012

2 GSFIC BIM Execution Plan
Contents
Contents ............................................................................................................................... 2 Agreement ............................................................................................................................ 3 1.0 Overview ......................................................................................................................... 4 2.0 Project Initiation .............................................................................................................. 4
2.1 Project Information ...................................................................................................... 4 2.2 Core Collaboration Team............................................................................................. 4 2.3 Project Goals and Objectives....................................................................................... 4 2.4 Collaborative Process Mapping (Coordination Plan) .................................................... 5 2.5 Project Phases / Milestones......................................................................................... 6 3.0 Modeling Plan ................................................................................................................. 6 3.1 Model Managers.......................................................................................................... 6 3.2 Planned Models........................................................................................................... 7 3.3 Model Components ..................................................................................................... 8
3.3.1 File Naming Structure............................................................................................ 8 3.3.2 Precision and Dimensioning .................................................................................. 8 3.3.2 Modeling Level of Detail ........................................................................................ 8 3.5 Analysis Plan ............................................................................................................... 9 3.5.1 Detailed Analysis Plan......................................................................................... 10 3.6 Clash Detection Process ........................................................................................... 10 4.0 Concurrent As-Built Modeling Plan................................................................................ 10 5.0 Construction Capture Schedule..................................................................................... 10 6.0 Collaboration Plan......................................................................................................... 11 7.0 Document Management ................................................................................................ 11 8.0 Document Management Solution .................................................................................. 11

3 GSFIC BIM Execution Plan Agreement
By signature below, this BIM Execution Plan is herewith adopted and incorporated into the Agreement, dated _________, for Professional Design Services between _____________________________ and GSFIC. Owner (sign and date) Architect (sign and date) Construction Manager (sign and date) Structural Engineer (sign and date) Mechanical Engineer (sign and date) Electrical Engineer (sign and date) Plumbing Engineer (sign and date) Additional Party as Needed (sign and date)

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1.0 Overview
The intent of this BIM Execution Plan is to provide a framework that will let the owner, architect, engineers, and construction manager deploy building information modeling (BIM) technology and best practices on this project faster and more cost-effectively. This plan delineates roles and responsibilities of each party, the detail and scope of information to be shared, relevant business processes and supporting software. This template is to be used in conjunction with the GSFIC BIM Guide.
2.0 Project Initiation
This section defines the Core Collaboration Team, the project objectives, project phases, and overall communication plan throughout the project's phases.
2.1 Project Information
Project Name: Project Number: Project Address: Project Description:

2.2 Core Collaboration Team
List all stakeholders that form the project management team below. These individuals share in the responsibility of providing oversight pursuant to validation of the project program, cost and value .

Contact Name

Role/Title

Company

Phone

Email

2.3 Project Goals and Objectives
List all project goals and objectives below.

Project Goal

Objective

Achieved if

Project Time Frame

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2.4 Collaborative Process Mapping (Coordination Plan)
All stakeholders on the project are to briefly describe and identify their roles and responsibilities below. The purpose of the process map is to plan events, coordination, and the deliverables for each milestone. Role owners, described as a column will reflect their responsibilities per project phase.

Programming/ Pre-design Phase

Owner

Architect

Consulting Engineers

Construction Manager

Commissioning Agent

Schematic Design Phase

Preliminary Design Phase
Construction Documents Phase
Agency Review and Bidding Phase
Construction Phase (contractor)
Close-out (Design Team)

Close-out (Contractor)

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2.5 Project Phases / Milestones
This section identifies all stakeholders involved in completing project phase milestones. Start and completion dates will correspond with the approved project schedule. Stakeholders involved shall be the contributing parties assigned to those tasks within the phases for the project.

Project Phase/ Milestone
Programming/ PreDesign Phase
Schematic Design Phase
Preliminary Design Phase
Construction Documents Phase
Agency Review & Bidding Phase (Contractor)
Close-out (Design Team)
Close-out (Contractor)

Estimated Start Date

Estimated Completion Date

Project Stakeholders Involved

3.0 Modeling Plan
Advance planning around which models will need to be created during the different phases of the project, which will be responsible for updating models and distributing them, and predetermining the content and format of models as much as possible, will help your project run more efficiently and cost-effectively during every phase.
3.1 Model Managers
Each party--such as the owner, architect, contractor, or sub-consultants--that is responsible for contributing modeling content should assign a model manager to the project. The model manager from each party has a number of responsibilities. They include, but are not limited to: Transferring modeling content from one party to another
Validating the level of detail and controls as defined for each project phase
Validating modeling content during each phase
Combining or linking multiple models
Participating in design review and model coordination sessions
Communicating issues back to the internal and cross-company teams
Keeping file naming accurate

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Managing version control Properly storing the models in the collaborative project management system

Stakeholder Company Name Model Manager Name

Phone

Email

3.2 Planned Models
In the table below, outline the models that will be created for the project. List the model name, model content, project phase when the model will be delivered, the model's authoring company, and the model-authoring tool that will be used. For models that will not be used or created in your project, just leave the row blank, and add rows for model types you anticipate needing that are not already listed.

Model Name
Architectural Model
Civil Model Structural Model Mechanical Model Electrical Model Plumbing Model Energy Model
Construction Model

Model Content Architectural objects, code information
Scheduling information, sequencing information

Estimate Model

Coordination Model

Design Intent Models and Fabrication information

Project Phase

Authoring Company Authoring Tool
(e.g. Autodesk Quantity Takeoff)

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3.3 Model Components
Specify what the content, level of detail, and file naming structure of your models should look like. (Refer to GSFIC BIM Guide).

3.3.1 File Naming Structure Determine and list the structure for model file names and data format.

File Names for Models Should be Formatted As (Example): Arch-Prj No -Central.rvt

Architectural Model

ARCH-

Civil Model

CIVIL-

Structural Model

STRC-

Mechanical Model

MECH-

Electrical Model

ELEC-

Plumbing Model

PLMB-

Energy Model

ENRG-

Construction Model

CNST-

Estimate Model

COST-

Coordination Model

COOR-

3.3.2 Precision and Dimensioning Models should include all appropriate dimensioning as needed for design intent, analysis, and construction. With the exception of the exclusions listed below, the model will be considered accurate and complete. In the table below, enter which items' placement will not be considered entirely accurate and should not be relied on for placement or assembly.

ARCHCIVILSTRCMECHELECPLMB-

Items that Will Not Be Considered Accurate for Dimensioning or Placement

3.3.2 Modeling Level of Detail Specify the level of detail in your models below. The level of detail can be defined by exclusions and/or by object size. The level of detail described here should reflect descriptions listed within the GSFIC BIM Guide.
Exclusions: List the objects excluded from the model in the table below.

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ARCHCIVILSTRCMECHELECPLMB-

Items that Will Be Excluded from the Model

3.5 Analysis Plan
Your project's scope of work may require performing certain kinds of analysis in addition to those required by the GSFIC BIM Guide. In most cases, the quality of the analysis depends on the quality of the original model that the analysis is derived from. Therefore, the project team member performing the analysis should clearly communicate the analysis requirements to the original model authoring team member. Examples of additional analysis that may be required are listed below.
Quantity Takeoff Analysis The objective of quantity takeoff analysis is to use modeling property data to automate or simplify the quantity takeoff process. This information from the quantity takeoff tool can then be imported or tied to cost-estimating software. In order for the quantity takeoff process to work seamlessly, the original modeling author will need to include the relevant property information in the design and an agreement of modeled content communities to estimate. Scheduling Analysis Scheduling analysis lets the project team use the project model to analyze the timeline and sequencing for construction. This information can then be used to modify or adjust the construction schedule. Tools currently exist that allow project team members to visualize the construction over time, but no systems exist yet that interact automatically with scheduling tools.
LEED Rating/Energy Analysis LEED (leadership in energy and environmental design) Rating/Energy Analysis tools help the project team evaluate the impact of design decisions on sustainability and energy consumption. This analysis model is usually based on the main Architectural model, after which material and building system inputs can be used to evaluate the project's sustainability and energy consumption.
Structural Analysis Structural analysis tools use the model to analyze the building's structural properties. Structural analysis programs typically use the finite element method (FEM) to measure the stresses on all structural elements of the design. For structural analysis to work seamlessly, the original structural modeling tool needs to be compatible with the structural analysis tool, and the original structural model property data must include information about the structural elements.
Visualization Analysis Visualization tools let the project team view the design or construction of the project in 3D, giving them a more accurate perspective of the product.

10 GSFIC BIM Execution Plan

3.5.1 Detailed Analysis Plan For each type of analysis that may be performed for your project, list the models used for the analysis, which company will perform the analysis, the file format required for the analysis, the estimated project phase, and the analysis tool that will be used. If there are, other special instructions associated with the analysis, mark the Special Instructions column and list the details in the Special Instructions table in the next section.

Analysis

Analysis Tool Model

Analyzing

Project Phase

File Format

3.6 Clash Detection Process
Clash detection analysis is done to check for interferences between the designs of one or many models. To reduce change orders during construction, clash detection should be performed early and continue throughout the design process. For clash detection to work properly your project's models, need to have a common reference point and they must be compatible with the clash detection tool.

4.0 Concurrent As-Built Modeling Plan
As-built modeling will be a collaborative effort between the Architect and consultants and the construction team. During the construction process, the design team will incorporate changes triggered by requests for information (RFIs), architect's supplemental instructions (ASIs) and change orders in into the Architectural and Consultant models. At specified dates during the construction process, the construction team will provide the design team with necessary changes due to shop drawings, coordination drawings and change orders. As required, the completed form of the construction will also be verified at these specified dates using laser scanning. The design team will then incorporate the changes reported by the construction team into the Architectural and Consultant models. At the end of construction, it will be the updated Architectural and Consultant models that are used for facility management.

5.0 Construction Capture Schedule

Event

Date

Parties Involved

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6.0 Collaboration Plan
Creating a collaboration plan early on--including defining permissions and file structures--will help team members efficiently communicate, share, and retrieve information throughout the project. It lets you get the most out of your collaborative project management system, saving time and increasing your ROI.
7.0 Document Management
A Collaborative Project Management system will have to be agreed upon prior to start of project. The requirements of the Collaborative Project Management system are:
Be web-based or web-enabled--so all relevant, authorized project team members can remotely access it.
Accommodate different permissions profiles for different project team members. Allow communication through either internal messaging or system-generated email. Include document management capability that lets the project team create a customized
and permission-based folder structure, which offers upload, download, and version control capabilities. Include a viewer that allows the project team to view .dwg, .dgn, .plt, .dwf, .pdf, .tif, .jpg, .doc, and .xls files. Include construction management capabilities for the tracking of requests for information (RFIs), submittals, design review, meeting minutes, daily reports, issues, correspondence, and transmittals. Able to interact with the file folder structure in the document management section. Able to automatically accept raw data from the clash detection tool. Include bid management capability, and this bid management solution should allow the project team to post the contract drawings and specifications for viewing in the form of a Plan Room. Allow for cost management controls, and this cost management capability should include budgeting, contracting, change orders processing, and payments applications tracking. Allow the project team to run reports based on the information in the system. Allow for the workflow and routing throughout the document, construction and cost management components of the solution.
8.0 Document Management Solution
A document management solution will be provided by the owner. The document management solution that will be used is the GSFIC Enterprise Solution System known as E-Builder. The site will be maintained from the signing of this document until the occupation of the building.

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