Building Information Modelling (BIM) Execution Plan For University of Cambridge

University of Cambridge Estate Management Greenwich House Madingley Road Cambridge CB3 0TX United Kingdom

Insert Project Name

BIM Execution Plan Insert Project Name

BIM Execution Plan Insert Project Name

Rev

Originator

BIM Approved

Date

1.0

C Hinton

BIM Strategy Group

26/06/15

1.1

C Hinton

Amended MPDT

03/09/15

1.1.1

C Hinton

EM Address Update

03/02/16

Controlled Document Distribution The Building Information Modelling Execution Plan (BEP) is a controlled document and shall be reviewed, approved and distributed under controlled conditions. This revision of the BEP is to be formally issued to:

Nr 001 002 003 004

Recipient

Organisation

BIM Execution Plan Insert Project Name

Contents 1 

PURPOSE OF DOCUMENT

4 

2 

INTRODUCTION

5 

3 

PROJECT OVERVIEW AND AIMS

6 

4 

BIM REQUIREMENTS AND PROCESSES

8 

5 

PROJECT PROGRAMME

9 

6 

PROJECT TEAM, STAKEHOLDERS AND RESPONSIBILITIES

11 

7 

DELIVERABLES AND OUTPUTS

12 

8 

COLLABORATION

13 

9 

STANDARD METHOD AND PROCEDURE

17 

10 

PROJECT CLOSE OUT

20 

11 

ABBREVIATIONS & GLOSSARY OF TERMS

21 

APPENDIX A 

MODEL PRODUCTION DELIVERY TABLE (MPDT)

25 

APPENDIX B 

DROP SCHEDULE

26 

APPENDIX C 

PROJECT DIRECTORY

28 

APPENDIX D 

ROLES AND RESPONSIBILITIES

29 

APPENDIX E 

CDE FOLDER STRUCTURE

35 

APPENDIX F 

INFORMATION EXCHANGE SCHEDULE

37 

APPENDIX G 

MEETINGS TERMS OF REFERENCE

40 

APPENDIX H 

QUALITY CONTROL PROCEDURES

41 

BIM Execution Plan Insert Project Name

1

Purpose of document

The Building Information Modelling Execution Plan (BEP) is a core approved document which defines the BIM strategy and processes for the successful completion of Insert Project Name principally as a Level 2 BIM project in line with the objectives of the University of Cambridge. This document outlines the following to support collaborative processes to produce the information required by University of Cambridge and provide support to the contract coordinator throughout the entire life cycle of the project: 

Responsibilities



Requirements and processes



Best practices



Methods and protocols



Relevant business processes



Supporting software requirements

This document should be considered for use to support information provided for further consultant and contractor appointments and define requirements for consultant deliverables. For additional project phases and further workstages outside of the scope of this document, this information may be superseded under cover of letter distributed by the Client, but fundamental standards and naming / data structures shall be continued throughout the project. No part of this document should be construed as preventing the Consultants, Specialist Subcontracts and Specialist Suppliers from sharing their respective models at any time and in any format if this is to be helpful to project progress and co-ordination.

BIM Execution Plan Insert Project Name

2

Introduction

2.1

Distribution The BEP has been prepared with the support of the Client and project team, and will enable the proper administration of the document through revision and controlled reissue. The BEP will be issued (or removed) from use under cover of letter or formal project manager’s instruction. Recipients of documents will be required to confirm that current issues are held and that relevant people are holding all applicable information.

2.2

Project execution through BIM To allow the successful implementation of BIM, the team’s capability and capacity has been assessed. In this context, requirements and processes to support the delivery of University of Cambridge requirements are detailed in this BEP.

2.3

Applicable standards In order to establish a consistent approach to collaboration, University of Cambridge requires the core project team and its associated supply chain to adopt all standards, as defined in Section 3 of the Employer’s Information Requirements. This in addition to the BEP and other industry standards outlined below.

M

Table 1: Applicable standards In order to facilitate the effective use of BIM on this project, the CIC BIM protocol may be appended to any appointment documentation.

Contracts

M

COBie

M

Costing

M

CDE

M

LOD

M

Classification

Object naming

M

Drawing

File naming

BIM Execution Plan (BEP)

Project stages

Additional or superseding standards

Collaboration

Bespoke Industry

Standards

Application

Guidance

M = Mandatory R = Recommended

BIM Execution Plan Insert Project Name

3

Project overview and aims

3.1

Project overview Client

University of Cambridge

Project name

Insert Project Name

Short project description

Project address

Correspondence address

Project value Contract type Plan of works Table 2: General project information

RIBA Plan of Works 2013

BIM Execution Plan Insert Project Name

3.2

Project BIM objectives

3.2.1

Success factors At the highest level, general project success factors provide the basis for BIM process development and have been described in the Employer’s Information Requirements. Any additional success factors will be released within further amendments of this document.

3.2.2

Documents and mechanisms Project processes and contractual mechanisms are as follows:

Agreed Employer’s Information Requirements (EIR). Contractual protocols that support the success factors and requirements. Provision of a Common Data Environment that supports the success factors and requirements. 3.3

Key Performance Indicators (KPIs) A set of KPIs is to be agreed and documented in the Project Execution Plan. These require data input from the relevant project team members. Once agreed, KPIs which affect BIM processes and deliverables are to be documented in the next revision of the BEP. Insert KPI 1 Insert KPI 2 Insert KPI 3 Insert KPI 4

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4

BIM requirements and processes

4.1

Building Information Modelling (BIM) uses Refer to Section 6.7 of the EIR for a complete list of BIM uses that have been categorised by the client. Uses identified as High should be fulfilled for Insert Project Name. Moderate and Low uses that are to be implemented on this project should be agreed through team collaboration with University of Cambridge.

4.2

Level of Definition

4.2.1

Summary Requirements for development of geometry definition and model usability are mapped against project work stages to support the project deliverables and support BIM uses. These requirements are to be understood by all consultants and incorporated in the post-contract BEP. Interpretation and meaning of Level of Definition is in accordance with the NBS BIM Toolkit Specification. Refer to Appendix D of the EIR.

4.2.2

Geometric information requirements – Model Production Delivery Table The level of development required at each project work stage (RIBA PoW 2013) and the party responsible for delivering that information is defined in Appendix A. This must be strictly adhered to unless explicitly agreed by all relevant parties including the BIM Leader and University of Cambridge. In future work stages, any amendment to Level of Definition requirements must be explicitly agreed by all members of the project team to the benefit of the project. Stakeholders will ensure that the Model Production Delivery Table (MPDT) is in alignment with the project design responsibilities matrix and provide comments to this effect.

4.2.3

Non-geometric information requirements The following is defined in Appendix A and Appendix B of the EIR. COBie requirements (Matrix) Basic parameter requirements Client specific requirements for asset data It is important that all stakeholders familiarise themselves with the parameter requirements and ensure that BIM object templates and component lists take into consideration the data type required.

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5

Project programme

5.1

Master programme The main elements of the master programme has been developed to include BIM processes, design, procurement, construction, commissioning and completion. The project team is required to adhere to this programme and commit resource as necessary to achieve the required dates. Detailed programmes have been realised within the constraints set by the master programme. This includes a design programme, a construction programme, an operation programme and a BIM implementation programme.

5.2

BIM implementation programme The BIM implementation programme has been created by the BIM Leader and illustrates the main activities associated with initiating and monitoring BIM processes referred to in APPENDIX J of the EIR. Taking into account the master project programme, and through engagement with the Client and project team, the following constraints and milestones have been identified as impacting the BIM implementation programme: Site conditions Planning permission Tender process Key data drops BIM data exchange trial

5.3

Project milestones The following milestones are based on the Master Programme dated 00/00/0000: Milestone

Date

Insert project milestone 1

00/00/0000

Insert project milestone 2

00/00/0000

Insert project milestone 3

00/00/0000

BIM Execution Plan Insert Project Name

Critical milestones for the execution of Insert Project Name as a fully collaborative BIM project are the data drops. The dates for these drops can be

found at Appendix B. Figure 1: Data drops and gateway points through the project lifecycle Refer to Section 7.3 of the EIR to more information regarding data drop management.

BIM Execution Plan Insert Project Name

6

Project team, stakeholders and responsibilities

6.1

Overview The various parties to the project, their roles, responsibilities and relationships are described in this section to minimise duplication or gaps. All parties should make a concerted effort to maintain continuity of personnel. A full Project Directory is included in Appendix C.

6.1.1

BIM capability Consultant teams have been assessed as to their competency to work utilising a collaborative, iterative approach, facilitated by BIM. Where appointed team members are identified as requiring support in this area, the potential impact to the project should be assessed and appropriate measures, such as training or mentoring from other team members should be undertaken.

6.2

Roles and responsibilities BIM roles and responsibilities are described in this section. Please refer to the current version of the project execution plan for overall scopes of services. Notwithstanding the specific responsibilities contained in Appendix D, each organisation is obligated to nominate a BIM coordinator to undertake the following activities: Coordinate all technical discipline and trade specific BIM activity within their organisations Manage BIM uses assigned to their organisation Coordinate any BIM related issues with the rest of their discipline team Support their organisation in the use of BIM tools Create discipline specific BIM content Coordinate discipline specific clash detection and resolution activities Export their own organisation’s model for inter-disciplinary clash detection Coordinate BIM training as required

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7

Deliverables and outputs

7.1

Modelled information The employer requires information to fulfil the following purposes: 

A full registration of assets is required to support accurate auditing and reporting. Every identifiable internal or external space shall be captured within the BIM and / or associated data sets in addition to every distinct floor containing them. Zones shall also be identified within the COBie deliverable.



Facility, Floors (regions), Zones and Spaces (locations) shall be documented with their net and gross areas. The method of measurement used shall be documented on the Facility sheet of the COBie deliverable. This is to enable accurate space planning and to ensure that the complete asset meets the intended purpose.



Information necessary for the normal operations of the facility shall be provided to support the facility operators and the employer to anticipate costs of operations.

During the life cycle of the project the ‘plain language questions’, specified in Appendix M of the EIR, are presented and the project team must provide sufficient information to adequately satisfy the questions. 7.2

Two-dimensional outputs Information cross sectioned from the model will be shared using traditional drawing conventions. Drawings, renders, reports and schedules shall provide the following: Information only for the purpose of the intended use Minimise repetition of illustrated details and no duplication of drawings Logical and accessible arrangement of information

Note: Consultants will comply with all Space Numbering and Measuring specified in Appendix F and G of the EIR. If an instance occurs where this is not feasible / possible, consultants will bring this to the attention of the project team and endeavour to resolve issues during the next BIM workgroup meeting.

BIM Execution Plan Insert Project Name

8

Collaboration

8.1

Approved software and versions Software versions shall be agreed at the outset and not deviated from. Please note any changes to software and upgrades to versioned software to be used on the project must be agreed by all parties prior to actioning any upgrade. Only tools identified below shall be used to author, coordinate and validate BIMs. This is to facilitate interoperability between software platforms and enable the successful execution of the interoperability strategy. Discipline

Software & Version

Architectural

Insert Software 1 & Version

Interior Designer

Insert Software 2 & Version

Landscape Architect

Insert Software 3 & Version

Structural

Insert Software x & Version

Building Services Engineer

Insert Software x & Version

Civil Engineer

Insert Software x & Version

Structural Engineer

Insert Software x & Version

Cost Manager

Insert Software x & Version

Facilities Manager

Insert Software x & Version

Collaboration

Insert Software x & Version

Table 3: Software and Version 8.2

Common Data Environment (CDE) To support BIM workflows, communication must be controlled and methodical. Team members should communicate frequently and interactions (including digital communication and records of meetings) should be stored on a CDE and made available to appropriate members of the project team. Access to information should be determined through engagement between the Information Manager, University of Cambridge and other project stakeholders. CDE for this project

Insert CDE name & Version

Contact details

Insert name and contact details

Table 4: Common Data Environment (CDE)

BIM Execution Plan Insert Project Name

8.2.1

Responsibility It is the responsibility of all stakeholders to store and maintain a copy of all project information in a secure stable location within their own organisation. Stakeholders will make information available to the project team and University of Cambridge over the CDE in accordance with this document. University of Cambridge shall have access to native models to be issued within three working days of a Client Request for Information (RFI). As a minimum, all BIM coordinators and the BIM Leader should be notified via the CDE when BIM data is distributed. If any issues arise or if information has been uploaded incorrectly, stakeholders should inform the Information Manager for resolution. All documentation and design information, including models, drawings, associated data and RFIs will be shared via the CDE without exception. Email or alternative forms of electronic / physical transmission are not to be utilised unless required for contractual compliance.

8.2.2

User privileges For security, user access and change privileges for workspace folders and information should be carefully considered and agreed with the Client, Information Manager and BIM Leader in collaboration before implementing the CDE. Any change to user privileges must be agreed by the Client or Client’s representative. Access privileges are detailed in Appendix E.

8.2.3

Structure / Purpose All BIM information will be exchanged in the CDE using the folder structure as outlined in PAS1192-2:2013 – see Figure 2. To support security and accessibility of information, folder locations and upload purposes must be strictly adhered to. Any amendments to the naming or structure of the CDE workspace must be explicitly agreed with the project team and University of Cambridge, including the Information Manager. For native and exchange formats please see the exchange schedule, Appendix F.

BIM Execution Plan Insert Project Name

Figure 2: CDE collaboration process

8.2.4

Data exchange protocol

8.2.4.1

Methodology Consultants will adhere to the following: All data is to be exchanged via the CDE. Model naming should be in accordance with University of Cambridge CAD Standards. All significant, known errors with the model should be declared to recipients by the originating consultant. All models are to be uploaded in their native format and also in the agreed file sharing format/s for use by others, refer to Appendix F.

BIM Execution Plan Insert Project Name

All previous versions are to remain on the CDE. 8.2.4.2

Schedule The use and responsibility, format and frequency of shared information should be understood by all project team members. It is crucial that this is agreed and recorded in the Information Exchange Schedule, Appendix F.

8.2.4.3

Trial The Lead Designer will facilitate a trial of data exchange over the CDE, which includes the linking of project models. This process will help identify any unknown and unique issues with collaboratively exchanging information amongst the appointed consultants, thereby potentially mitigating errors and increasing efficiency of information exchange.

8.3

BIM workgroup meeting (BWM) and BIM workshops The frequency of BIM workgroup meetings (BWM) and BIM workshops, as defined in Appendix G, should reflect the intensity and complexity of scheduled BIM processes, in alignment with the project programme. Scheduled BIM workgroup meetings will be included in the programme. Meetings are to be chaired and recorded by the BIM Leader unless otherwise agreed in advance. Where possible, to encourage shared information and optimise resourcing, meetings should coincide with design team or Client meetings.

BIM Execution Plan Insert Project Name

9

Standard method and procedure

9.1

Model units of measurement All models and associated design information will be produced and communicated using: The metric system RICS New Rules of Measurement 1 (NRM1) 2013 Models will be drawn at 1:1 (full size) in millimetres to ensure accuracy.

9.2

Coordinates system A common building grid shall be established and used by all members of the design team. It is common practice to define a building origin at the bottom left-hand corner of the building using a datum marker. Due to certain software limitations with geospatial coordinates this point should be 0, 0, 0. A datum marker of a 1m x 1m x 1m box set centrally at the geospatial coordinates point of 0, 0, 0 which allows position, scale and rotation confirmation upon import of linked models, shall be used. If accurate survey information is available it should be used as a basis to correctly define project coordinates. Gridlines should be obtained from survey data by the lead designer, and redistributed in native BIM format via the CDE for use by other project team members. This should include project datum, Northing’s and Easting’s. All team members are requested to adopt coordinate settings, project datums and grids from the lead designer’s information.

9.3

BIM Use Processes The BIM Leader/Information Manager is to include and document the detailed processes for all BIM uses, as set out in Section 6.7 of the EIR.

9.4

Design authoring and model set up To enable project team members to work individually, the following models are being created in parallel based on a common structure developed and agreed by the design team: Author Architectural model

Insert Lead Design

Building services model

Insert MEP Engineer

Structural model

Insert Civil and Structural Engineer

BIM Execution Plan Insert Project Name

Site management model

Insert Contractor

Landscape model

Insert Landscape Architect

Table 5: Models 

9.5

The model segregation strategy for each design discipline is to be agreed with the Lead Designer and BIM Leader, and recorded in the next revision of this document.

Area and quantity calculation Refer to Section 4.13 of EIR.

9.6

Model authoring best practice Refer to Section 4.14 of EIR.

9.7

Model validation protocols All internal model validation protocols should be issued to the Lead Designer for review following appointment. BIM coordinators and stakeholders responsible for producing BIM information should adhere to the following: Validation procedures defined in this BEP should be undertaken in accordance with Appendix H. Completion of this task should be recorded via the CDE through a short report, issued when uploading models to the Shared folder A model segregation plan should be agreed with the BIM Leader. Segregation protocols and wayfinding should be recorded in the next iteration of the BEP. Before sharing models they should be purged of any obsolescent objects or CAD imports Models should be closed in plan view or disclaimer view if available to avoid additional time opening the document Rogue, random or misplaced objects shall be corrected or omitted Naming of the project file should be checked and approved before uploading to the CDE All dependant, parent or central files shall be disassociated prior to upload providing access to model processors

BIM Execution Plan Insert Project Name

9.8

Resolution of conflicts The federated BIM will take precedence over any and all documents where conflicting information has been issued. The Lead Designer is still responsible for overall design coordination, irrespective of the BIM process or digital tools used.

10

Project close out Obtaining feedback and sharing lessons learned is an essential part of the project which enables continuous improvement. The project shall be reviewed in terms of the project success criteria and key objectives and performance indicators, at each of the project stages identifying both the successful and less successful aspects of the process.

10.1

BIM handover Asset information should be delivered in the COBie UK 2012 format, as prescribed in the data drop detail and in accordance with requirements to be developed for the Asset Information Model through further engagement with the Facilities Manager. This information should reflect the data structure defined for the project (see Appendix A and Appendix B of the EIR), which is to be developed further through engagement with the facilities management team. Elements of the Soft Landings approach are being considered by University of Cambridge. If required, these are to be incorporated into this document and agreed by the project team.

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11

Abbreviations & Glossary of Terms

11.1

Abbreviations BEP

BIM Execution Plan

BIM

Building Information Modelling

BWM

BIM workgroup meeting

CDE

Common Data Environment

EIR

Employer Information Requirement

IFC

Industry Foundation Classes

LOD

Level Of Detail

LOI

Level Of Information

MPDT

Model Production Delivery Table

WIP

Work In Progress

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11.2

Glossary of Terms 4D

A 3D representation of an asset with the element of time included to enable simulations.

5D

A 3D representation of an asset with the element of time and cost included to enable simulations, commercial management and earned value tracking to take place.

6D

A 3D representation of an asset which includes data which enables the efficient management, operation and maintenance of the completed asset.

Building information modelling execution plan (BEP)

Plan prepared by the suppliers, facilitated by the Client or the Client’s BIM representative to explain how the information modelling aspects of a project will be carried out

Building information modelling (BIM)

Process of designing, constructing or operating a building or infrastructure asset using electronic object-oriented information

BIM Coordinator

A BIM Coordinator is the nominated BIM person for that role on the project, for example the Architecture/Interior/Civil and Structural teams will each put forward a BIM Coordinator as the contact point for the BIM aspect of the project.

BIM Leader

The BIM Leader is usually a client representative overseeing the implementation of BIM on the project

CIC Scope of Services

Multi-disciplinary scope of services published by the Construction Industry Council (CIC) for use by members of the project team on major projects

COBie (Construction Operation Building information exchange)

Structured facility information for the commissioning, operation and maintenance of a project often in a neutral spread sheet format that will be used to supply data to the client or operator to populate decision-making tools, facilities management and asset management systems

Common data environment (CDE)

Single source of information for any given project, used to collect, manage and disseminate all relevant approved project documents for multi-disciplinary teams in a managed process. This is commonly a cloud based Software as a Service (SaaS) solution synchronised with party servers to host the information model

Data

Information stored but not yet interpreted or analysed

Design intent

Initial version of the project information model (PIM)

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model

developed by the design suppliers

Document

Information for use in the briefing, design, construction, operation, maintenance or decommissioning of a construction project, including but not limited to correspondence, drawings, schedules, specifications, calculations, spread sheets

Drawing

Static, printed, graphical representation of part or all have a project or asset

Employer

Individual or organization named in an appointment or building contract as the employer

Employer’s information requirements (EIR)

Pre-tender document setting out the information to be delivered, and the standards and processes to be adopted by the supplier as part of the project delivery process

Federated Model

When each individual model for each role is hosted into one single model, this is the federated model.

Graphical data

Data conveyed using shape and arrangement in space

Lead Designer

The Lead Designer (usually the architect) works with the BIM Leader and Coordinators to deliver the BIM aspect of the project

Level of Definition

Collective term used for and including “level of model detail” and the “level of information detail”

Master information delivery plan (MIDP)

Primary plan for when project information is to be prepared, by whom and using what protocols and procedures, incorporating all relevant task information delivery plans

Pre-contract BEP

The pre-contract BEP is to demonstrate the supplier’s proposed approach, capability, capacity and competence to meet the EIR. It is utilised prior to the appointment of any stakeholder.

Post-contract BEP

The post-contract BEP is the document defining standard methods and procedures adopted during the contract in order to meet the objectives and requirements set forth in the EIR. It utilised following the appointment of project stakeholders and in particular the main contractor.

Project implementation plan (PIP)

Statement relating to the suppliers’ IT and human resources capability to deliver the EIR

Standard method and procedure (SMP)

Set of standard methods and procedures covering the way information is named, expressed and referenced

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Volume

Manageable spatial subdivision of a project, defined by the project team as a subdivision of the overall project that allows more than one person to work on the project models simultaneously and consistent with the analysis and design process

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APPENDIX A

Model Production Delivery Table (MPDT) LOD & Model Production Delivery Table Originator  Reference

University of Cambridge Core Models Architecture  Structural  MEP  Contractor  Additional Models Eg. Landscaping

The Model Production and Delivery Table (MPDT) is a key document as it both allocates responsibility for preparation of the Models and identifies the Level of Definition that Models need to meet at the  project stages or data drops stated in the table.

ARC CSE MEP CON

University of Cambridge Insert Project Name Model Production Delivery Table

Model originator and responsible parties, must be named. Models should be added as required and agreed by the project PIM.  Cost data should be produced at NRM3 for later stages (levels 1 & 2 shown below for clarity).

Eg.LAR LOD and LOI are deliverables for each stage. (For LOD and LOI definition, see University of Cambridge EIR, Appendix E.) Consult 2

Preparation & Brief LOD LOI Resp Party Elements, Materials & Components (NRM1) 1 Substructure 1 Substructure

Implementation & Delivery

1

RIBA 2013 (CIC) Workstage

LOD

3

Concept  LOI Resp Party

4

Developed Design LOD LOI Resp Party

Asset Operation 5

Technical Design LOD LOI Resp Party

LOD

6

Construction LOI Resp Party

7

Handover & Closeout LOD LOI Resp Party

LOD

In Use Resp Party

1

1

CSE

2

2

CSE

3

3

CSE

4

4

CSE

4

4

CON

5

5

CON

TBC

FMA

1  Frame 

1

1

CSE

2

2

CSE

3

3

CSE

4

4

CSE

4

4

CON

5

5

CON

TBC

FMA

 2 Upperfloors 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

 3 Roof 

1

1

CSE

2

2

CSE

3

3

CSE

4

4

CSE

4

4

CON

5

5

CON

TBC

FMA

 4 Stairs and ramps 

1

1

CSE

2

2

CSE

3

3

CSE

4

4

CSE

4

4

CON

5

5

CON

TBC

FMA

 5 External walls 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

2  Superstructure 

6 Windows and external doors 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

7 Internal walls and partitions 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

8 Internal doors 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

1 Wall finishes 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

5

4

CON

5

5

CON

TBC

FMA

2 Floor finishes 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

5

4

CON

5

5

CON

TBC

FMA

3 Ceiling finishes 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

5

4

CON

5

5

CON

TBC

FMA

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

1 Sanitary installations 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

2 Services equipment 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

3 Disposal installations 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

4 Water installations 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

3 Internal finishes 

4 Fittings, furnishings and equipment  1 Fittings, furnishings and equipment  5 Services 

5 Heat source 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

6 Space heating and air conditioning 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

7 Ventilation 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

8 Electrical installations 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

9 Fuel installations 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

10 Lift and conveyor installations 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

11 Fire and lightning protection 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

12 Communication, security and control systems 

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

NA

NA

NA

2

2

MEP

3

3

MEP

3

3

CON

5

5

CON

TBC

FMA

13 Specialist installations  14 Builder’s work in connection with services 

NA

1 Site preparation works 

NA

8 External works  NA

NA

NA

NA

NA

4

4

ARC

4

4

CON

NA

NA

NA

NA

2 Roads, paths, pavings and surfacings 

1

1

ARC

2

2

ARC

3

3

ARC

4

4

ARC

4

4

CON

5

5

CON

TBC

FMA

3 Soft landscaping, planting and irrigation systems 

1

1

LAR

2

2

LAR

3

3

LAR

4

4

LAR

4

4

CON

5

5

CON

TBC

FMA

4 Fencing, railings and walls 

1

1

LAR

2

2

LAR

3

3

LAR

4

4

LAR

4

4

CON

5

5

CON

TBC

FMA

5 External fixtures 

1

1

LAR

2

2

LAR

3

3

LAR

4

4

LAR

4

4

CON

5

5

CON

TBC

FMA

6 External drainage 

1

1

CSE

2

2

CSE

3

3

CSE

4

4

CSE

4

4

CON

5

5

CON

TBC

FMA

1

1

MEP

2

2

MEP

3

3

MEP

4

4

MEP

4

4

CON

5

5

CON

TBC

FMA

NA

NA

NA

2

2

MEP

3

3

MEP

3

3

CON

5

5

CON

TBC

FMA

7 External services  8 Builder’s work in connection with external services 

NA

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APPENDIX B

Drop Schedule

Additional discipline models and the parties responsible are to be added to all required data drops. Data drop

Date

Project stage

File submitted

Format

Responsible party

1

Dd/mm /yy

1

COBie drop

.XLS

Architect name

Architectural Model

.IFC

Architect name

COBie drop

.XLS

All design consultants

Architectural Model

.IFC

Architect name

Structural & Structural Model

.IFC

Civil & Structural Engineer

MEP Model

.IFC

MEP Engineer name

COBie drop

.XLS

All design consultants

Architectural Model

.IFC

Architect name

Structural & Structural Model

.IFC

Civil & Structural Engineer

MEP Model

.IFC

MEP Engineer name

COBie drop

.XLS

All design consultants

Architectural Model

.IFC

Architect name

Structural & Structural Model

.IFC

Civil & Structural Engineer

MEP Model

.IFC

MEP Engineer name

COBie drop

.XLS

Contractor name

Project Information Model

.IFC

Contractor name

Specialist designer model

.IFC

Specialist name

COBie drop

.XLS

Contractor name

2

3

4

5

6

Dd/mm /yy

Dd/mm /yy

Dd/mm /yy

Dd/mm /yy

Dd/mm

2

3

4

5

6

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Data drop

Date

Project stage

/yy

7+

Dd/mm /yy

7

File submitted

Format

Responsible party

Asset Information Model

.IFC

Contractor name

COBie drop

.XLS

Facilities Manager

Asset Information Model

.IFC

Facilities Manager

27

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APPENDIX C

Project directory

Insert ALL details of ALL roles. Ensure details are kept up to date throughout the project life cycle. Role

Company

Contact

Address

Client

Contact name

Office Phone No.

Email

Company Name

Mobile Phone No.

Address

Phone

Phone

Email

BIM Leader Information Manager Architect Interior Designer Landscape Architect Building Services Engineer Civil and Structural Engineer Project Manager Cost Manager Facilities Manager CDM Coordinator Contractor

28

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APPENDIX D

ROLES AND RESPONSIBILITIES

BIM roles and responsibilities are described in this section. Please refer to the current version of the project execution plan for overall scopes of services. R = Responsible (Undertaking task) A = Approving Authority (Delegating tasks and validating compliance) C = Consulted (Providing input to achieve the task) I = Informed (Kept informed about the tasks and/or outputs)

Main Contractor

CDM-C

Facilities manager

I

I

I

I

I

C

C

C

R

C

C

C

C

I

C

C

R

C

R

R

R

R

R

R

R

R

R

R

R

R

Provide a CDE

R

I

I

I

Set up the CDE

A

C

C

Design team

I

Cost manager

A

Specialist Contractor

Information Manager

I

Advise on a CDE

Responsibilities

Lead Designer

R

Project Manager

C

Employer

BIM Leader

*= as required

CDE

Maintain the CDE Download/upload all project information from/to the CDE

R

Resources Appoint consultants, including Information Manager

R

Ensure that the necessary software and hardware are in place within the organisation to support efficient delivery of the project

R

R

R

R

R

R

Assess all sub-contracted organisations (design or construct) according to the BIM assessment criteria contained in the Capability Assessment

I

I

R

R

R

R

R

R

Report any emerging skill gaps within the team

C

I

29

R

R

R

R

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Employer

Project Manager

Cost manager

Design team

Lead Designer

BIM Leader

Information Manager

Main Contractor

CDM-C

Facilities manager

Specialist Contractor

Provide guidance to assist in procuring the right type of training from credible industry professionals

I

I

I

I

I

R

I

I

I

I

I

Co-ordinate training for your own organisation

R

R

R

R

R

R

R

R

R

R

R

Establish BIM requirements for the project, long term

C

I

Develop, implement and update as necessary the post-contract BEP, which all project team members need to agree to and use

A

I

Agree and implement the data structure and maintenance standards for the information models

C

I

Acquire and update as necessary the post-contract BEP to include construction responsibilities

I

Responsibilities

Project strategy

Develop and implement the information delivery plan, sufficient to ensure all deliverables are accounted for

R

C

C

R

C

C

C

R

I

I

I

R

I

C

I

I

R

I

C

Acquire and update the MPDT indicating model progression in respect of work packages including Level Of Definition with dates of delivery Develop and implement the BIM implementation programme

R

A

Develop and implement the information exchange protocol BIM guidance and monitoring of the project team

C

I

R

C

I

C

R

C

I

R

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Provide any existing information including historical data and existing conditions models.

R

Specialist Contractor

Facilities manager

CDM-C

Main Contractor

R

Information Manager

R

BIM Leader

Lead Designer

Cost manager

C

Design team

Responsible for ensuring that all subcontracted organisations (design or construct) meet the requirements set forth in the EIR

Project Manager

Employer

Responsibilities

R

R

I

Geometry Create a site set-up model with coordinated, measurements and bearings to be used disseminated to all design team members

I

R

I

Provide a virtual model according to the Levels of Development, the MPDT and the non-geometric requirements

R

R

R

R

Share information models for coordination

R

R

R

R

R

R

Full coordination of the design and design team

C

R

Provide energy analysis model(s) for evaluation by the project team

R

R

Provide structural analysis model(s) for evaluation by the project team

R

Implement the BEP within the organisation

R

R

Create clash detection reports of the federated models Ensure the implementation of BIM acknowledges Facilities Management (FM) and operation and maintenance deliverables

R

R

R

R

R

R

C

C

R

I

I

I

Incorporate sub-contract (design and construct) models

R

31

R

R

R

R

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Specialist Contractor

Facilities manager

Main Contractor

Information Manager

R

R

Export and publish files according to file data exchange schedule

I

R

R

R

R

C

C

R

R

CDM-C

R

BIM Leader

Lead Designer

R

Cost manager

Design team

Project Manager I

Employer

Ensure that all drawings are derived from the information models

Responsibilities

Data Specify data requirements including the purpose for the information required and the timing of its delivery

A

Provide data about facility in both its spatial and physical aspects according to the COBie requirements of the EIR

I

C

I

R

I

C

C

R

Provide data specific to a particular system or component in line with individual scope of works

C

C

I

R

R

Delegate aspect of the EIR downwards to the next tier

I

Create, acquire and store required information Review and approve the data deliverable prior to submission

I

R

R

R

R

R

R

C

R

C

R

R

R

R

R

R

R

R

R

C

Construction management Provide 4D construction phasing

I

R

Provide 4D construction sequencing

I

R

I

C

Provide 4D logistics simulations including crane strategy

I

R

I

R

Update all 4D simulated models to reflect current project conditions and to illustrated progress

I

R

I

Report on residual risks within the model space and share via the CDE

I

I

C

C

I

C

R

Compile a digital health and safety file as per the instructions in 3.9

I

C

R

R

C

R

I

32

C C C

R

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Specialist Contractor

Facilities manager

R

CDM-C

R

Main Contractor

R

Information Manager

Lead Designer

R

BIM Leader

Design team

Cost manager

Project Manager

Employer

Responsibilities Quality assurance and control Adhere to the QA/QC procedure contained within the EIR Ensure all dataset requirements are completed in full according to the Level Of Definition stage for use in CAFM Report on changes to budget, cost and design

C

A

R

Audit and coordinate virtual models, including full intermittent clash detection according to the BIM programme

I

Report on general model quality in terms of geometry, materiality and metadata

I

Report on adherence to the project BEP with regards to model Level Of Definition, model completeness and BIM standards compliancy

I

Report on functionality of the model for 4D and 5D use by other consultants

I

R

R

R

R

C

R

C

C

R

I

C

Review of received data against the EIR data requirements Support the Lead Designer by undertaking third party 3D coordination and clash detection processes to assist design coordination reviews

I

R

I

R

R

C

R

R

R

C

R

R

C

R

C

R

R

Meetings Make use of information models during design team and the Employers team meetings Hold BIM workgroup meetings

C

33

C*

C

R

I

I

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Design team

Lead Designer

BIM Leader

Information Manager

Main Contractor

Specialist Contractor

Cost manager

C

C

C

C

R

R

C

Hold lessons learned meeting following completion of phases

I

R

R

R

R

R

R

R

R

R

R

Provide monthly status reports of BIM development using project pro-forma

I

C

R

R

R

R

R

R

C

C

R

Provide monthly procurement model highlighting work packages which have been let and/or procured

I

I

R

C

Provide monthly model showing actual programme progress against planned

I

I

R

C

Report on supply chain performance during construction

I

I

R

C

Facilities manager

Project Manager

C

CDM-C

Employer

Hold key work stage BIM steer meetings

Responsibilities

C

Reporting and Governance

34

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Documents ME Models

Drawings

Documents

R R W W R R

R R R N R W

R N R N R R

R R R R R R

W

W

W

W

W

R R R N R R R N N R R

R R R R R R R R R R R

W W W W W W W W W W W

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

R R R N R R R N N R R

R R R R R R R R R R R

W W W W W W W W W W W

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

R R R N R R

R R R N R R

R R R N R R

W

W

W

W

WIP Shared Published Archived WIP Shared Published Archived Clash reports RFIs Other documents

R R W R R R R R R R R

W W R N W W W N W W W

R R R N R R R N N R R

R R R N R R R N N R R

WIP Shared Published Archived WIP Shared Published Archived Clash reports RFIs Other documents

R R W R R R R R R R R

R R R N R R R N N R R

W W R N W W W N W W W

R R R N R R R N N R R

Monthly PM report Clash reports COBie drops TBC

35

FMA - Organisation

PMA - Organisation CON OrganisationL Sub CON Organisation

Drawings

R W R N R R

W

W W W W W W W W

R R R N W W

Meetings

Models

CMA - Organisation

AR

W R R N W R

W R R R R R R W

CDE Structure Organisation Standards Cost plans Programme Reports

INF - Organisation

No access

LEA - Organisation

N

LAR - Organisation

Read

CSE - Organisation

R

MEP - Organisation

Write

ARC - Organisation

W

CDE folder structure

Client

APPENDIX E

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CSE Models

Drawings

Documents

WIP Shared Published Archived WIP Shared Published Archived Clash reports - individual RFIs Other documents

R R W R R R R R R R R

R R R N R R R N N R R

R R R N R R R N N R R

W W R N W W W N W W W

R R R N R R R N N R R

R R R R R R R R R R R

W W W W W W W W W W W

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

WIP Shared Published Archived WIP Shared Published Archived Clash reports - individual RFIs Other documents

R R W R R R R R R R R

R R R N R R R N N R R

R R R N R R R N N R R

R R R N R R R N N R R

W W R N W W W N W W W

R R R R R R R R R R R

W W W W W W W W W W W

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

N R R N N R R N N R R

WIP Shared Published Archived As-built WIP Shared Published Archived Clash reports - individual Clash reports - CON and RFIs Other documents

R R R R R R R R R R R R R

N R R N R N R R N N N R R

N R R N R N R R N N N R R

N R R N R N R R N N N R R

N R R N R N R R N W W W W

R R R R R R R R R R R R R

W W W W W W W W W W W W W

N R R N R N R R N N N R R

N R R N R N R R N N N R R

W W R N W W W R N N N R R

N R R N R N R R N R R R R

N R R N R N R R N N N R R

LAR Models

Drawings

Documents CON

Models

Drawings

Documents

36

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APPENDIX F

Information exchange schedule

The following software choices are capable of delivering required BIM uses. Changes to any information in this schedule must be explicitly agreed by the design team and BIM Leader. Where project team members are required to upgrade software versions, it is advised that this is done across the team in unison to provide a consistent understanding of skills and requirements. Consultants should consider a joint approach to undertaking software training where possible. BIM Use

Consultant

Software and version

Native format

Exchange format

Frequency

3D design coordination

ARC

Insert Software & Version

Insert format

Insert Exchange format

Insert frequency

INT LAR MEP CSE CON

Asset management

FMA

Assurance and data validation

INF

Construction sequencing and simulation

ARC

Construction system design

CON

Cost estimation

CON

Cost management

CMA

Data classification

ARC

CON

INT LAR MEP CSE CON Design (BIM) authoring

ARC INT LAR MEP CSE CON

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BIM Use

Consultant

Design reviews

ARC

Software and version

Native format

Exchange format

Frequency

INT LAR CON Digital fabrication

CON

Drawing generation

ARC INT LAR MEP CSE

Energy analysis (engineering analysis)

MEP

Existing conditions modelling

CSE

Field management tracking

CON

Health and safety

CON

Lighting analysis

ARC

Pedestrian simulation

ARC

Planned maintenance

FMA

Possessions and permit to work

CON

Procurement analysis

CON

Record modelling

CON

Space management and tracking

FMA

Spatial planning and optimisation

ARC

Structural analysis

CSE

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BIM Use

Consultant

Software and version

Visualisation and communication

ARC

ARC = Architect

CSE = Civil & Structural Engineer

INT = Interior Designer

MEP = Mechanical & Electrical Engineer

CON = Main Contractor

FMA = Facilities Manager

39

Native format

Exchange format

Frequency

LAR = Landscape Architect

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APPENDIX G

Meetings terms of reference

Meeting title

BIM workgroup meeting

Description

Meeting to track the progress of BIM implementation on the project in the context of this document. The BIM workgroup meeting should be used as a mechanism to identify any forthcoming challenges and agree a proactive solution.

Participants

Client, BIM Leader, Information Manager, Project Manager, Cost Manager, Lead BIM Coordinator, BIM Coordinators

Frequency

TBC

Meeting title

BIM workshop

Description

At key project stages, the project team should evaluate their performance and hold a workshop to develop and improve collaboration and working methodology. Workshops should also be used to re-evaluate working methodology to respond to advances in (and new) technology which can be utilised to the benefit of the project. The outputs from these workshops may be used to inform any alterations or developments of the Building Information Modelling Execution Plan (BEP) in later stages of the project.

Participants

Client, BIM Leader, BIM Information Manager, Project Manager, Cost Manager, Lead BIM Coordinator, BIM Coordinators

Frequency

TBC

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APPENDIX H

Quality control procedures

The table below defines validation checks to be carried out by the project team. Additional third party model checks may be required at key increments. In this instance, the BIM Leader, Client and project team will agree a strategy to obtain an impartial model status and validation report. Checks

Definition

Responsibility

Software

Visual

Ensure there are no unintended model components and the design intent has been followed

All design consultants

Native

Intersection and Clash Detection

Detect problems in the model where two building components are clashing including soft and hard

All design consultants

Native and other – TBC

Standards Check

Ensure that the project BIM Standard have been followed (fonts, dimensions, line styles, levels / layers, etc)

All design consultants

Native

Model Data Check

Process used to ensure that the project data set has no undefined, incorrectly defined or duplicated elements, including object classification and the reporting process on noncompliant elements and corrective action plans

All design consultants

Native

Automated BIM Check

Automated process carried out by software, implementing specific rule sets designed to identify issues relating to the quality of geometry and data which may lead to inaccurate data driven from analytics and cost management processes.

All design consultants

Solibri

Frequency

Other TBC

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