04 COBie Information Delivery Plan (IDP).docx

COBie Information Delivery Plan (IDP) Template

Project: Sample Building Renovation Version: Number Prepared for: Client Prepared by: Name Transmittal Date: Month DD, Year

TABLE OF CONTENTS

1. Project Information

GSA Contract Number:

Task Order Number:

Project Name:

Location:

COBie Version:

Facility Name(s):

Submitted By:

Name

Company

Phone

Email

2.

Version Control Prior to making changes to the processes, people or products (tools) involved in the COBie IDP, the IDP must be updated to reflect the changes, re-submitted for review and approved before changes are instated. All changes submitted from the previous COBie IDP version should be made in blue to make them stand out.

← Older - Newer →

3. Project Roles & Responsiblities

COBie QC Manager (Primary)

COBie QC Manager (Secondary)

Project Manager(s)

Discipline Lead - Electric

Discipline Lead – Mech.

Discipline Lead – Plumb.

Add Other Project Roles..

3.1. COBie Responsibility Matrix (Detailed)

· See appendix A - Provide detailed COBie responsibility matrix (.xlsx template included) as appendix A.

3.2. COBie QC Manager

The COBie Quality Control (QC) Manager shall be responsible for overseeing overall implementation of COBie IDP and will coordinate the extraction, collection, collating, testing, and delivery of all COBie-specified deliverables.

3.2.1. Duties:

· Preparation, approval and implementation of COBie Information Delivery Plan

· Preparation, review, and approval of all COBie-specific submittals

· Preparation, review, and approval of all COBie-formatted submittals

· Documentation and submission of current COBie collection processes

· Documentation, execution, and submission of streamlined COBie collection processes

· Identification, designation, and documentation of all COBie data collection personnel

· Coordination of all COBie data collection personnel to ensure accurate data merging

· Provision of COBie technical expertise to all COBie data collection personnel

· Carry out and lead monthly COBie progress meetings

· Identification, selection, and operation of all applicable COBie-supporting software

· Provision of computer hardware necessary to run all BIM/COBie software programs needed

· Submission of request for equipment photographs, Documentation of Response

· If approved, preparation, review, and approval of equipment photographs

· Submission of request for electronic O&M manuals, Documentation of Response

· If approved, preparation, review, and approval of electronic O&M manuals

· Submission of request for electronic information delivery media and encryption specification

· Preparation, review, and approval of all electronic media, as specified

· Encryption of all electronic media, as specified

3.3. Proficiencies:

· Microsoft Excel

· Use of multi-sheet Excel Workbooks

· Use of Excel Filtering/Sorting Capabilities

· PDF reader and editing tools

· Use of PDF reader comment tools

· Use of PDF Markup/ editing tools

· BIM Software used on this project

· Ability to create and edit BIM model content

· Ability to locate and edit BIM data required by COBie

· COBie Export Tool

· Ability to successfully export BIM data in correct format to a COBie spreadsheet

4. Software

COBie Toolkit

Fill in additional…

5. Deliverables & Due Dates COBie deliverables shall be produced directly from native Building Information Modeling (or other) Design Software tool whenever practical COBie deliverables shall be produced directly from native Building Information Modeling (or other) Design Software tool whenever practical Legend:

R = Required S = Suggested

(PBS P100 - 1.10.2.5)

COBie Data File QC Report 013600.2.02.B.2 COBie Documents File 013600.2.02.B.3 Installed equipment Photos 013600.2.02.B.3

Mobilization Submittal

30% Fiscal Completion

60% Fiscal Completion

90% Fiscal Completion

Beneficial Occupancy

Fiscal Completion

Project Closeout/ As-Builts

5.1. Mobilization Submittal Details

A Construction Mobilization model will be prepared to provide the outline of facility assets needed to support the capture of COBie data through the construction phase. The number of assets COBie Mobilization Submittal should match the number of assets in the Project Closeout COBie submittal with the exception of assets that may have been changed through RFI’s or Architectural Supplementary Instructions (ASI’s). Change

6. Asset Types in Scope List of asset types in scope included in Appendix B. (This list should be provided by the Owner and ideally would be developed with the help of their facilities management staff)

6.1. Classification Systems Clarifications

Get clarification from the owner on which classification system(s) they prefer to use. If no clarification given, the default classification system used in the U.S. version of COBie is Omniclass.

If any custom classification system is used, include the system as an appendix or an attachment.

7. Quality Control Quality Control checks should be performed prior to all COBie submissions. COBie deliverable shall be tested using an automated QC tool such as COBie Tool Kit (or approved substitute). Resulting QC reports should be included with respective COBie submission. The content of each COBie file shall be evaluated based on the requirement that “the data on drawing schedules match the data in the COBie file” and that the data is populated and formatted in compliance with the COBie standard.

8. Process Description/ Workflows Diagram Give a detailed description of the processes that will be used to export, collect, populate and validate (QC) COBie data. A workflow diagram should be included for a deeper understanding of COBie workflows. COBie deliverables shall be produced directly from native BIM authoring tool whenever practical. If manual spreadsheet data population is opted for, it must be demonstrated that information is tied back to the BIM via a unique element ID.

9. Documents The majority of the information contained in O&M manuals is required to be provided prior to the end of the project as standard submittals. The objective of creating COBie O&M submittals is to capture these standard submittal documents electronically to allow the information to be re-used in whatever format that is required on this project.

9.1. Documents Types in Scope:

Submittal Types to Include in COBie

9.2. Document Naming:

The COBie QC Manager will use the following naming convention for all COBie submittal files when documenting the location in the COBie Submittal Template (or create a similar, logical document naming standard):

COBie.TypeName + Submittal Type + version

In the following example, separate files are provided for each submittal type:

· Pump-Type1-ProductData-v01

· Pump-Type1-InstallationInstructions-v01

· Pump-Type1-WarrantyCertificate-v01

9.3. Electronic Submittal Specifics

Submittal files are to be provided electronically, in PDF format, by individual manufacture product family. Contractors should use original manufacturer PDF’s that are text searchable for COBie submittal documents. Scanned copies of faxed documents of manufacturer’s files or fabricator’s drawings are not permitted. COBie submittal documents may be electronically marked to indicate the selections or options chosen for a given product. Annotations of deviations or optional selections appearing outside the submittal documents, shall be included in the body of the PDF file. All PDF’s will be down-sized to “Standard” quality to ensure minimum file size.

The location of these files is to be provided in the COBie.Document.Directory. Submittals that have not been approved or acknowledged shall not be included in any COBie submissions. COBie QC Manager will ensure that each PDF provided is limited to a single manufacturer’s product type. If submittals exist that do refer to multiple manufacturers product types, there are two options:

Option 1. Split Manufacturer’s files In this option, the COBie QC Manager is responsible to split files containing multiple types of COBie submittal documents into individual files corresponding to each different type of submittal.

Option 2. Bookmark Manufacturer’s files In this option, the COBie QC Manager is responsible to create internal bookmarks within a single COBie submittal document. To ensure that these bookmarks may be used by applications consuming this information it is recommended that the bookmark be one single concatenated word without any punctuation or spaces.[footnoteRef:0] [0: The Adobe document “Parameters for Opening PDF Files” dated April 2007 indicates that the way that these book marks can be identified is using the full name of the file, followed by a hashtag, followed by the name of the bookmark. The example, as it applies to our COBie files is: “Object-SubmittalType-VersionXX #WarrantyCertificate”]

Once the COBie Submittal document has been created, it should be moved to a specific subdirectory called “documents”.

9.3.1. As-Installed Equipment Capture

· The production and updating of installed equipment lists will be coordinated with the designated subcontractors. To produce a monthly roll-up of all equipment that appears on drawings schedules. Each COBie-specific file will include JPEG files for each piece of installed equipment.

31-Jan-19DRAFT - COBie Information Delivery Plan Template image1.png