07 COBie Playbook Training.pdf
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- Solicitation number
- 47PC0319N0001
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This document provides details for a solicitation notice for construction services for the Bankruptcy and Probation Courts Consolidation Project at the Conrad B. Duberstein U.S. Courthouse. The General Services Administration (GSA) is seeking proposals for general construction services at the courthouse located at 271 Cadman Plaza in Brooklyn, NY. The project involves consolidating the Bankruptcy and Probation Courts. The applicable NAICS code is 236220 for commercial and institutional building construction. The solicitation is set aside for total small businesses with average annual gross sales under $39.5 million over three years. Interested offerors should review the attached solicitation files, which include some documents that are Sensitive But Unclassified and require accessing through beta.sam.gov. A pre-proposal conference and site visit is scheduled for December 19, 2019 at the courthouse. Proposals are due by the date specified in the solicitation. Offerors must be registered in the System for Award Management. Questions should be directed to the point of contact provided.
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U.S. General Services Administration
OFM COBie Playbook Training COBie Training Program
Steve Devito Anderson Lewis
GSA Office of Facilities Management
Michael Hoffman National Program Manager US General Services Administration michael.hoffman@gsa.gov
(503) 941-0419
U.S. General ServicesAdministration 2
COBie Playbook Office of Facilities Management
About the Presenters
Stephen DeVito Director of Building Technologies sdevito@proconconsulting.com
Anderson Lewis BIM Program & Technology Specialist alewis@proconconsulting.com
U.S. General ServicesAdministration 4 mailto:sdevito@proconconsulting.com mailto:alewis@proconconsulting.com
Agenda
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BACKGROUND
COBie Playbook
00 READ ME FIRST
01 Quick Reference Guide
02 Input Tools
03 Example COBie Workbooks
04 COBie IDP Template
05 Responsibility Matrix
06 Transform Tool
Q&A
Construction to Operations Building Information Exchange (COBie)
What is COBie?
A standard to manage important building data such as equipment lists, product data sheets, warranties, spare parts lists, and preventive maintenance schedules. This information is then used to support operations, maintenance, and asset management once the building is in service.
What is a COBie file?
A COBie file is a standardized Microsoft Excel workbook that contains important information about a given facility including such things as equipment lists, product data sheets, warranties, spare parts lists, and preventive maintenance schedules.
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Purpose of COBie
Collect Data ALREADY BEING PRODUCED in Design & Construction
Eliminate data loss through Design Construction and Turnover
Improve quality and lower the cost of facility information handover
Automated and immediate load of facility data to owner’s asset inventory system Computerized Maintenance Man-agement System (CMMS)
Replace paper deliverables
Seamlessly migrate from one platform to another
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Purpose of COBie
CURRENT PRACTICE
Facility Handover Data Delayed
Months, More, or Never!
Building Surveys Needed
Cost of Surveys
Cost of Not Knowing Inventory
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COBie at GSA
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COBie has been a P100 requirement since 2015.
COBie Spreadsheet
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Facility
Composed of
Composed of Composed of
Located in
Served by
Represented byCombined into
Floors
Spaces
Zones
Building systems
Components
Types
COBie Schema
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Composed of Composed of
Located in
Served by
Represented byCombined into
Floors
Spaces
Zones
Building systems
Components
Types
COBie Tabs: Facility
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Composed of Composed of
Located in
Served by
Represented byCombined into
Floors
Spaces
Zones
Building systems
Components
Types
COBie Tabs: Floor
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Composed of Composed of
Located in
Served by
Represented byCombined into
Spaces
Zones
Building systems
Components
Types
COBie Tabs: Space (Room)
Floors
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Composed of Composed of
Located in
Served by
Represented byCombined into
Spaces
Zones
Building systems
Components
Types
COBie Tabs: Zone
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Composed of Composed of
Located in
Served by
Represented byCombined into
Spaces
Zones
Building systems
Components
Types
COBie Tabs: Type
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Composed of Composed of
Located in
Served by
Represented byCombined into
Spaces
Zones
Building systems
Components
COBie Tabs: Component
Floors
Types
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Composed of Composed of
Located in
Served by
Represented byCombined into
Spaces
Zones
Building systems
Components
COBie Tabs: System
Floors
Types
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COBie Timeline
“As-Designed” Design
“As-Built” Construction
Final Concepts Design Construction Development Documents Construction Substantial
Completion
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COBie Required Fields
“As-Designed” AE “As-Built” GC
FACILITY
Name Category Project Measurement Units
FLOORS
Name Elevation Height Descritpion
SPACE (ROOMS)
Name Category Floor Description
TYPE
Manufacturer Model Number Warranty
COMPONENT
Installation Date Start Up Date Serial Number
SYSTEM
Name Category Component Names Description
COMPONENT
Name Type Name Space Location Description
TYPE
Name Category Floor Description
DOCUMENT
Product Data O&M Manual Manufacturer’s Warranty Installers Warranty
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Closeout – Upload to CMMS
Final Concepts Design Development
Construction Documents Construction Substantial
Completion
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Purpose To provide clear, thorough guidance and tools for GSA ODC and OFM, and AE, GC and O&M firms to successfully meet the GSA’s COBie requirement.
GSA COBie Playbook
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00 READ ME FIRST
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00 READ ME FIRST:
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00 READ ME FIRST
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01 Quick Reference Guide
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01 Quick Reference Guide:
To provide a synopsis of GSA’s COBie requirements.
What is COBie?
A standard to manage important building data such as equipment lists, product data sheets, warranties, spare parts lists, and preventive maintenance schedules.
This information is then used to support operations, maintenance, and asset management once the building is in service.
What is a COBie file?
A COBie file is a standardized Microsoft Excel workbook that contains important information about a given facility including such things as equipment lists, product data sheets, warranties, spare parts lists, and preventive maintenance schedules.
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COBie Playbook: 01 Quick Reference Guide (QRG)
COBie Syntax or "How to Speak COBie"
SECTION 01: Quick Reference Guide (page 3)
COBie Syntax Example
SECTION 01: Quick Reference Guide
COBie.Type.Category
COBie Syntax Example
SECTION 01: Quick Reference Guide
COBie.Component.SerialNumber
COBie Syntax Pop Quiz Answer
SECTION 01: Quick Reference Guide
COBie Syntax Pop Quiz Answer
SECTION 01: Quick Reference Guide
COBie.Document.File
SECTION 01: Quick Reference Guide
Document.File
Every COBie Field (Tab.Column) is defined
COBie data is cumulative – collected as it’s produced
Progressive Updates are required during design and construction
Using the COBie "language" we just learned, we can specify when certain COBie data is due throughout the project timeline.
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SECTION 01: Quick Reference Guide (Page 3)
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SECTION 01: Quick Reference Guide (Page 3)
Definition of COBie.Floor.Name
Beginning in Final Concept Design Phase
COBie Timeline: Floor
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SECTION 01: Quick Reference Guide (page 4)
COBie Timeline: Space
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COBie Timeline: Type
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COBie Timeline: Type
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COBie Timeline: Contact
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SECTION 01: Quick Reference Guide (page 3)
Pop Quiz Q1
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01 QRG SECTION 01: Quick Reference Guide
Pop Quiz Q2
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01 QRG SECTION 01: Quick Reference Guide
Appendix: GSA Assets Types in Scope
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Asset types that will be imported to NCMMS
Asset types with moving parts
Asset types with moving parts usually in the scope of the O&M contracts.
OFM ultimately responsible to define asset types in scope on each project
GSA Asset Type List:
01 QRG SECTION 01: Quick Reference Guide (page 15)
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Workflow
SECTION 01: Quick Reference Guide (page 9)
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Workflow Design
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Workflow: Construction
01 QRG SECTION 01: Quick Reference Guide (page 9)
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Workflow: Turnover
T
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Workflow: Turnover
Back to Design if renovation
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SECTION 01: Quick Reference Guide (page 10)
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Checklist
Covers all high-level tasks throughout the entire construction process
Includes tasks of all different stakeholders (AE, GC, ODC, OFM and OFM O&M contractors)
SECTION 01: Quick Reference Guide (page 11)
SECTION 01: Quick Reference Guide (page 11)
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02 Input Tools
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COBie Requirements Specification
Purpose
Defines each COBie field
Provides an example value
States phase first required
Lists any Applicable QC checks
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SECTION 02: Input Tools COBie Requirements Specification (page 2)
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Example 1: Floor.Name
SECTION 02: Input Tools COBie Requirements Specification (page 12)
Beginning in Final Concept Design Phase
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Example 2: Space.Name
SECTION 02: Input Tools COBie Requirements Specification (page 15)
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Example 3: Type.Name
SECTION 02: Input Tools COBie Requirements Specification (page 20)
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Example 4: Component.Name
SECTION 02: Input Tools COBie Requirements Specification (page 28)
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COBie Picklists: Space
SECTION 02: Input Tools
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03 Example COBie Workbooks
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03 Example COBie Workbooks
03 Example COBie Worksheets
Purpose
To show users an example of a completed COBie file at different stages of a project.
GSA COBie As-Designed Example – How a COBie file should look at 100% CD
GSA COBie As-Built Example – How a COBie file should look at project Substantial Completion
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SECTION 03: Example COBie Workbooks
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GSA COBie As-Designed Example
Notes
Does not contain construction phase-specific data
Complies with the GSA COBie Requirements
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GSA COBie As-Built Example
Notes
Contains all data produced to date
Complies with the GSA COBie Requirements
Includes the Documents tab
SECTION 03: Example COBie Workbooks
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04 COBie IDP Template
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04 COBie IDP Template
A Project Management plan for COBie to be successful on the project.
Who is it filled out by?
A COBie IDP should be filled out by the design firm during design, and construction firm during construction..
When should an existing be updated?
Whenever a change occurs to any of the details surrounding the delivery of COBie.
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COBie Playbook: 04 COBie IDP Template
SECTION 01: QRG
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05 Responsibility Matrix
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COBie Playbook:
Purpose This worksheet should be used to identify the parties responsible to complete COBie worksheet information during the course of a project.
Notes This should be filled out by contractors and included as a part of the COBie Information Delivery Plan (IDP).
The instructions are spelled out on the first tab
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03 Responsibility MatrixSECTION 01: QRG
Responsibility Matrix Example
SECTION 05: Responsibility Matrix
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COBie Transform Tool Instructions
Purpose
To provide step-by-step instructions on how to use the GSA OFM COBie to NCMMS Transform Tool to transform COBie spreadsheets to NCMMS Uploader format.
Notes
It is very important that the Input tools provided COBie Requirements Specification (including all GSA provided picklists) is followed for the Transform tool to work properly.
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SECTION 06: Transform Tool Transform Tool Instructions (page 6)
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SECTION 06: Transform Tool Transform Tool Instructions (page 8)
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OFM COBie to NCMMS Transform
Tool
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SECTION 06: Transform Tool
Transform Tool Export Example
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SECTION 06: Transform Tool
Closing Thoughts
Which projects do you have in flight in your region to which this applies?
What phase are they in?
Are you getting/will you be getting the COBie Deliverables?
Are the key GSA and contract personnel doing their part as defined in this playbook?
For Further Information
OFM NCMMS Program Manager: Michael Hoffman Michael.Hoffman@gsa.gov
ODC COBie & BIM Policy: Ed Newman, edmund.newman@gsa.gov
U.S. General ServicesAdministration 96 mailto:edmund.newman@gsa.gov
| OFM COBie Playbook Training |
| GSA Office of Facilities Management |
| Slide Number 3 |
| About the Presenters |
| Agenda |
| Construction to Operations Building Information Exchange (COBie) |
| Purpose of COBie |
| Purpose of COBie |
| COBie at GSA |
| COBie Spreadsheet |
| COBie Schema |
| COBie Tabs: Facility |
| COBie Tabs: Floor |
| COBie Tabs: Space (Room) |
| COBie Tabs: Zone |
| COBie Tabs: Type |
| COBie Tabs: Component |
| COBie Tabs: System |
| COBie Timeline |
| COBie Required Fields |
| Closeout – Upload to CMMS |
| Slide Number 22 |
| GSA COBie Playbook |
| 00 READ ME FIRST |
| 00 READ ME FIRST: |
| 00 READ ME FIRST |
| 01 Quick Reference Guide |
| 01 Quick Reference Guide: � |
| COBie Playbook: 01 Quick Reference Guide (QRG) |
| Slide Number 30 |
| Slide Number 31 |
| Slide Number 32 |
| Slide Number 33 |
| Slide Number 34 |
| Slide Number 35 |
| Slide Number 36 |
| Slide Number 37 |
| COBie Timeline: Floor |
| COBie Timeline: Space |
| COBie Timeline: Type |
| COBie Timeline: Type |
| COBie Timeline: Contact |
| Pop Quiz Q1 |
| Pop Quiz Q2 |
| Appendix: GSA Assets Types in Scope |
| Slide Number 46 |
| Slide Number 47 |
| Slide Number 48 |
| Slide Number 49 |
| Slide Number 50 |
| Slide Number 51 |
| Slide Number 52 |
| Slide Number 53 |
| Slide Number 54 |
| Slide Number 55 |
| Slide Number 56 |
| 02 Input Tools |
| 02 Input Tools |
| COBie Requirements Specification |
| Slide Number 60 |
| Example 1: Floor.Name |
| Example 2: Space.Name |
| Example 3: Type.Name |
| Example 4: Component.Name |
| Slide Number 65 |
| 02 Input Tools |
| 02 Input Tools |
| COBie Picklists: Space |
| Slide Number 69 |
| 03 Example COBie Workbooks |
| 03 Example COBie Workbooks |
| �03 Example COBie Worksheets |
| GSA COBie As-Designed Example |
| GSA COBie As-Built Example |
| Slide Number 75 |
| 04 COBie IDP Template |
| 04 COBie IDP Template |
| COBie Playbook: 04 COBie IDP Template |
| Slide Number 79 |
| 05 Responsibility Matrix |
| 05 Responsibility Matrix |
| COBie Playbook: �05 Responsibility Matrix |
| Slide Number 83 |
| Responsibility Matrix Example |
| Slide Number 85 |
| 06 Transform Tool |
| 06 Transform Tool |
| COBie Transform Tool Instructions |
| Slide Number 89 |
| Slide Number 90 |
| 06 Transform Tool |
| OFM COBie to NCMMS Transform Tool |
| Transform Tool Export Example |
| Slide Number 94 |
| Closing Thoughts |
| For Further Information |
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