IA0089ZZ_Solicitation_Amend_6_-_Attachment_C_GSA_Region_6_BEP_Template_(Sample).pdf

GSA Region 6

BIM EXECUTION PLAN

FOR

[PROJECT TITLE]

Revision: 0.0

Submitted Date: ##/##/####

Submitted By:

U.S. General Services

Administration

Public Buildings Service

This document was created using the GSA Region 5 BEP Template version 4.0.1

Building Information Model Execution Plan, Version [xxx] [Project Name] Solicitation Number [xxx] ii

Forward The BIM Execution Plan (BEP) is developed to provide a master information/data management plan and assignment of roles and responsibilities for model creation and data integration at project initiation. The BEP aligns the project acquisition strategy needs and requirements with GSA technical standards, team member skills, construction industry capability, and technology maturity. Through this process, the team members and GSA project management have jointly agreed on how, when, why, to what level, and for which project outcomes BIM will be used.

This document was developed based on the GSA Region 5 BEP template. The GSA Region 6 BEP template is a modified version of the GSA National BEP template. The changes have been made to bring the template into alignment with the Heartland Regional Deliverables Policy.

iii

BIM PROJECT EXECUTION PLAN

FOR

[PROJECT TITLE]

Table of Contents

SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW

SECTION B: PROJECT INFORMATION

SECTION C: KEY PROJECT CONTACTS

SECTION D: PROJECT GOALS / BIM USES

SECTION E: COLLABORATION PROCEDURES

SECTION F: QUALITY CONTROL

SECTION G: TECHNOLOGICAL INFRASTRUCTURE NEEDS

SECTION H: MODEL STRUCTURE

SECTION I: PROJECT DELIVERABLES

SECTION J: ATTACHMENTS

SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW

To successfully implement Building Information Modeling (BIM) on a project, the project team has developed this detailed BIM Project Execution Plan. The BIM Project Execution Plan defines uses for BIM on the project (e.g.

design authoring, spatial data management, and design coordination), along with a detailed design of the process for executing BIM throughout the project lifecycle.

Please read & reference GSA BIM Guide 7.5 for Execution Planning and also 7.4 for Practical Guidance for Modelers. Here are some important bullet points from the 7.5 Guide

The initial version of the BEP should be submitted by the responsible party within 30 days from Notice to Proceed. It should remain a living, changing document as project requirements evolve, and as the project progresses from one project phase to the next.

The BEP should explicitly define the software and version for design, analysis, coordination, and all other project activities. The BEP should be aligned with the GSA requirements for BIM Deliverables as outlined in P100 (pp. 248-252) and GSA’ s standard construction specifications.

This includes model-based design, determination of where and why 2-D supplemental deliverables may be required, and planning for creation and maintenance of COBie information (stored within a BIM or in a spreadsheet or database format) throughout the project lifecycle. The BEP must also include quality control procedures for each activity it describes.

The BEP should document how models will be separated and linked as a federated model, if applicable.

The scope shall be defined in collaboration with the Office of Facilitiy Management representative for the project. This can begin in design as early as mechanical systems are designed (often about 65% design).

Additional information can be found about the COBie information delivery plan can be found in specification section 013600 of the project specification. If this section is not included specifically in the project contract, it remains required under this BIM Guide.

At each BIM submission, as defined in the P100 and project scope of work, the BEP shall be updated and resubmitted. Each submission must be formerly accepted by a government representative(s).

The initial BEP acceptance process shall include a demonstration of all BIM tasks, tools and workflow in the BEP (preferably a live, over – the- shoulder demonstration by each responsible party) For subsequent submissions, only new BIM tasks, tools or workflows require a demonstration to the government to insure the task can be performed. If any tasks are not performed to the satisfaction of the government, the BEP shall be revised to indicate an alternative method of meeting the required BIM use.

Refer to section 7.5.3 for the types of project delivery methods and roles and responsibilities for each method.

INSERT ADDITIONAL INFORMATION HERE IF APPLICABLE. FOR EXAMPLE: BIM MISSION STATEMENT. This is the location to provide additional BIM overview information. Additional detailed information can be included as an attachment to this document.

SECTION B: PROJECT INFORMATION

This section defines basic project reference information and project milestones.

1. Project Basics:

Project Owner:

Project Name:

Project Location and Address:

Contract Type / Delivery Method:

Brief Project Description: [NUMBER OF FACILITIES, GENERAL SIZE, CONSTRUCTION BUDGET, TOTAL BUDGET, ETC]

Additional Project Information: [UNIQUE BIM PROJECT CHARACTERISTICS AND REQUIREMENTS]

2. Project Numbers:

Project Information Number

Solicitation Numbers xxxxxxxxxxxxxxx

GSA Project Control Number xxxxxxxxxxxxxxx

GSA Building Number xxxxxxxxxxxxxxx

3. Project Schedule/Phases/Milestones:

*Notes: The LOD for each discipline may not always be the same in the Project Phases. The BEP team must evaluate. The BEP should include a model progression matrix that identifies the LOD for each discipline or model element.

Project Stage / Milestone Estimated Start Date Estimated Completion

Date Project Stakeholders

Involved

Design Stage

Design Model

Design concept phase (Planning)

LOD 100-200

Design development phase

LOD 200-300

Milestone – Develop COBie template – ref. Building Smart Alliance for customization

Construction Documents Phase

LOD 300 Complete

Construction Stage – Project team expands to include the builder, Construction manager and commissioning agent

As-built

Construction delivery Phase

LOD 400 Complete

4. Project Management System ePM is the standard GSA Project Management System(PMS). If additional systems will be used, list them below.

The CFR will house the discipline models and all extracted 2D drawings (as required by PBS CAD Standards) from the model including the eSMART and SDM drawings

Model Project close-out phase

LOD 500 Complete

SECTION C: KEY PROJECT CONTACTS AND ROLES

The team has identified who will be responsible for various aspects of the project based on delivering the BIM goals. The intent of the team is only to help clarify contractual obligations of the team members and stakeholders.

No portion of this is intended to redefine or override any contractual obligations each party owes under their respective contracts.

1. BIM Roles and Responsibilities

This section is intended to cover the macro level major responsibilities of the team members.

Stakeholder Scope of Work

Architect Overall design lead responsible for overseeing the design through LOD300 and contributing to the LOD400 and LOD500 efforts. Establish and maintain the projects DMS through project close out.

Engineer Establish and construct the design BIMs for all mechanical, electrical, and plumbing systems.

2. Project Contacts

These are the primary management and technical contacts. These contacts should be used to seek immediate resolution of projects coordination challenges.

Design Team

Role Organization Contact Name Location E-Mail Phone

Lead Project Integrator

Lead Q/C

Owner

GSA BIM Rep.

Project Manager(s)

Project Architect(s)

BIM Manager(s)

Consultant #1 Discipline Lead

Consultant #2 Discipline Lead

Modeler

Other Project Roles

Construction Team

Role Organization Contact Name Location E-Mail Phone

Lead Project Integrator

Lead Q/C

Project Manager(s)

BIM Manager(s)

Discipline Leads

Modeler

Other Project Roles

SECTION D: PROJECT GOALS/BIM USES

1. Major BIM Goals / Objectives:

The projects goals are defined below as well as what metric is being used to validate their success. After careful consideration of the BIM maturity of the team members tasked with their completion, the team believes that all goals listed are achievable.

The team believes that the success of all goals defined is a team effort and expects all stakeholders and project participants to positively contribute to their success.

Priority / Measure ment

Goal / Achieved if Primary Responsibility

P ri o ri ty

H ig h

Goal:

Leverage Spatial Data Management to conduct digital code reviews and energy analysis.

Owner / Operator Provide standards to design team. Inform the team of historic energy data as well as local code related issues.

Architect

Embed the SDM into the design model, and assist with embedding this data into the construction model. Will conduct reviews of energy model. Will lead digital code review meetings.

Mechanical Consultant

Will use the SDM data from the Architect to programmatically derive the Space elements used for energy calculations. Will conduct digital energy analysis and track results through the design of the project.

Builder / Contractor

Ensure that proper SDM data is included within the construction model.

M ea su re m en t Achieved if:

Energy consumption projections are reduced by >15% using the model.

No substantial code violations surface during construction.

Builder / Contractor

Track code compliance through construction.

Report any code related issues to the team including costs to the project in both dollars and time.

Architect

Perform root-cause analysis on any code issues that cost the project during construction and present the results to the team.

MEP Contractors

Ensure that strategies for energy consumption reduction are taken from design to the real world. Report any deviations to the team.

1. Major BIM Goals / Objectives (Cont.):

Priority / Measurement

Goal / Achieved if

Primary Responsibility

Priority High

Goal:

Model based constructability verification (clash detection, clearance verification, etc.)

Owner / Operator Provide accurate dimensional information for service and maintenance requirements.

End-user

Attend coordination meetings to verify requirements are implemented correctly within the model.

Architect

Generate BIM in a way to facilitate the goal. Ensure that both real objects and non-real space claims are properly modeled.

MEP Contractors Ensure that MEP LOD is sufficient to achieve the goal.

VDC Consultant Verify weekly that all parties are working towards achieving the goal.

Measurement Achieved if:

Change orders and RFIs are reduced by 50% or more from a traditional project.

50% or more off-site fabrication.

See overall reduction in gross sq. ft. cost compared to traditional project. See large reduction in last minute changes.

Builder / Contractor Track quantity and impact of RFIs and provide competitive feedback to the project team.

MEP Contractors

Track percentage of off-site fabrication. Inform team on benefits and challenges encountered.

Owner / Operator Track and report to the team overall costs. Provide this in comparison to historic cost data.

2. BIM Uses

After careful consideration the team has decided on a number of BIM uses on the project. These uses are based on what stage of the project they are to be completely implemented.

Maturity

BIM Uses

LO

D

-1

(P re

-d es ig n

LO

D

-2

(S ch em a ti c

D es ig n

D

-3

(D es ig n

D ev el o p m en t)

-3

(C o n st ru ct io n

D o cu m en ts

LO

D

-4

(F a b ri ca ti o n

C o n st ru ct io n

LO

D

-5

(C lo se o u

-5

(O p er a ti o n

M a n a g em en

Visualization Programming X X

Site Analysis X X

Design Reviews X X X

Phase Planning (for presentations) X X X X

Documentation Existing Conditions Modeling X X X X X X X

Design Authoring X X X

Cost Estimation (Quantity takeoff) X

Record Modeling X X

COBie X X X X X X

BIM Requirements for FM

Model-Based Analysis

Space Management and Tracking X X X X

Engineering Analysis X X X

a. Energy Analysis X X X

b. Structural Analysis X X X

c. Lighting Analysis X X

d. Mechanical Analysis X X

e. Other Engineering Analysis X X X

Sustainability (LEED) Evaluation X X

Disaster Planning X X X X

Cost Estimation (Estimating) X X X X X X X

Phase Planning (4D modeling) X X

Site Utilization Planning X X

Integrated Analyses

3D Coordination X X

Construction System Design X

3D Control and Planning (Digital Layout)

X

Digital Fabrication (Supply chain management)

Building (Preventative) Maintenance Scheduling

X

Building System Analysis X

Asset Management X

Automation & Optimization

Code Validation X

Digital Fabrication (Off-site fabrication)

X

3. VDC Scorecard

GSA Central Office in conjunction with Stanford’s CIFE has developed a standard VDC Scorecard. The use and deployment of the VDC Scorecard is a continuing process. Teams interested in the benefits of the VDC Scorecard should closely coordinate its use with GSA BIM representatives.

If it is determined that a VDC (Virtual Design & Construction) Scorecard will be adopted throughout the project’s design, construction and handover activities document its use in this section.

Typically the VDC Scorecard is applied to large projects. Consult with the GSA R6 BIM Champion for additional direction if there is interest in the Scorecard approach.

More information can be found at: https://vdcscorecard.stanford.edu/content/vdc-scorecard

GSA Employees can learn more at: https://sites.google.com/a/gsa.gov/bim-toolkit/vdc-scorecard https://vdcscorecard.stanford.edu/content/vdc-scorecard https://sites.google.com/a/gsa.gov/bim-toolkit/vdc-scorecard

SECTION E: COLLABORATION PROCEDURES

1. Collaboration Strategy:

Describe how the project team will collaborate. Include items such as communication methods, document management and transfer, record storage and performance incentives in timely receipt and quality of deliverables, etc.

2. Meeting Procedures:

The following are examples of meetings that should be considered.

Meeting Type Project Stage Frequency Participants Location

BIM requirements kick-off

BIM execution plan demonstration

Design coordination

Construction over-the-shoulder progress reviews

Any other BIM meetings that occurs with multiple parties

3. Model Delivery Schedule of Information Exchange for Submission and Approval:

Document the information exchanges and file transfers that will occur on the project.

Information Exchange

File

Sender

File

Receiver

One-Time Or Frequency

Due Or Start Date

Model File

Model Software

Native File Type

File Exchange Type

Design authoring – 3D coordination

Structural engineer

(FTP post)

(coordination lead)

Weekly [date] STRUCT Design App

.XYZ .XYZ

.ABC

Mechanical Engineer

(FTP Post)

(Coordination Lead)

Weekly [date] MECH Design App

.XYZ .XYZ

.ABC

4. Interactive Workspace

The project team should consider the physical environment it will need throughout the lifecycle of the project to accommodate the necessary collaboration, communication, and reviews that will improve the BIM Plan decision making process. Describe how the project team will be located. Consider questions like “will the team be collocated?” If so, where is the location and what will be in that space? Will there be a BIM Trailer? If yes, where will it be located and what will be in the space such as computers, projectors, tables, table configuration? Include any additional information necessary information about workspaces on the project.

5. Electronic Communication Procedures:

(Note: File Naming and Folder Structure will be discussed in Section H: Model Structure).

The following document management issues should be resolved and a procedure should be defined for each:

Permissions / access, File Locations, FTP Site Location(s), File Transfer Protocol, File / Folder Maintenance, etc.

File Location File Structure / Name File Type

Password Protect

File Maintainer Updated

FTP Site:

ftp://ftp.****.com/

Root Project Folder Folder Yes

Jim McBIM Once

ARCH Project Folder Folder Once

ARCH-11111-BL001.xyz .xyz Daily

Network drive @

PSU

F:\PROJECT\BIM

Root Project Folder Folder No Jim McBIM Once

Project Mg’mt Software www.*****.com

6. VDC Training:

If VDC training will be required, identify schedule, attendees, and instructor.

7. Integration Management

Identify tools and techniques that will be used to encourage team collaboration and BIM sharing including how Integration Sessions will be used to coordinate, share, and update model data. In this section the team should agree to model integration methodology: set-up, objectives, facilitation, stakeholder, roles, frequency, location, resolution. Refer to the Websites section: Integration Reviews https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/tutorials/leading-an-integration-session

SECTION F: QUALITY CONTROL

1. Overall Strategy for Quality Control:

Describe the strategy to control the quality of the model.

2. Quality Control Checks:

The following checks should be performed to assure quality.

Checks Definition Responsible Party

Software Program(s)

Frequency

VISUAL CHECK Verify that there are no unintended model components and the design intent has been followed

INTERFERENCE

CHECK

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

STANDARDS

Verify that the BIM and AEC CADD Standard have been followed (fonts, dimensions, line styles, levels/layers, model partitioning, common coordinate system and model origin, and any required object enablers)

BIM GUIDE

Verify that the GSA BIM Guides have been followed (Spatial Program Validation, Circulation and Security Validation, etc.)

ENERGY

STRATEGY

CHECK

Verify that energy and modeling strategies (including how energy savings predictions will be documented so that it can be matched against actual energy savings). This includes creating the energy baseline.

4D SCHEDULING

Describe the utilization of 4D scheduling and construction sequencing technology

MODEL

INTEGRITY

CHECKS

Describe the QC validation process used to ensure that the Project Facility Data set has no undefined, incorrectly defined or duplicated elements and the reporting process on non-compliant elements and corrective action plans

3. Required Quality Reports:

With every percentage stage of the Revit files submitted, Region 6 requires a Navisworks conversion file submitted simultaneously, accompanying the Revit file for review and markup in the current version software that GSA is using.

SECTION G: TECHNOLOGICAL INFRASTRUCTURE NEEDS

1. Software:

List software used to deliver BIM. (On larger projects the team should consider completing a more comprehensive Data Format Matrix ).

BIM Use Discipline (if applicable) Software Version

Design Authoring Arch XYZ Design Application Ver X.X (Year)

2. Computers / Hardware:

Understand hardware specification becomes valuable once information begins to be shared between several disciplines or organizations. It also becomes useful to confirm that the downstream hardware is not less powerful than the hardware used to create the information. In order to ensure that this does not happen, choose the hardware that is in the highest demand and most appropriate for the majority of BIM Uses.

BIM USE HARDWARE OWNER OF

HARDWARE

SPECIFICATIONS

DESIGN AUTHORING XXX COMPUTER

SYSTEM

ARCHITECT X PROCESSOR, OPERATING SYSTEM, MEMORY

STORAGE, GRAPHICS, NETWORK CARD, ETC.

3. Modeling Content and Reference Information

Identify items such as families, workspaces, and databases.

BIM USE DISCIPLINE

(if applicable)

MODELING CONTENT /

REFERENCE INFORMATION

VERSION

DESIGN AUTHORING ARCH XYZ APP FAMILIES VER. X.X. (YEAR)

ESTIMATING CONTRACTOR PROPRIETARY DATABASE VER. X.X (YEAR)

https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/downloads/documents

SECTION H: MODEL STRUCTURE

1. File Naming Structure:

The team projects that the following master files will be generated during the project. All names of master files, and all other data, will conform to the Heartland Regional Deliverables Policy.

FILE NAMES

ARCHITECTURAL MODEL ARCH-

CIVIL MODEL CIVIL-

MECHANICAL MODEL MECH-

PLUMBING MODEL PLUMB-

ELECTRICAL MODEL ELEC-

STRUCTURAL MODEL STRUCT-

ENERGY MODEL ENERGY-

CONSTRUCTION MODEL CONST-

COORDINATION MODEL COORD-

2. Model Structure:

Describe and diagram how the Model is separated, e.g., by building, by floors, by zone, by areas, and/or discipline.

Ensure that this structure conforms to the Heartland Regional Deliverables Policy. In particular ensure that it conforms to; File Structure and Organization, Grouping and Relationships, the Parametric Components standards.

3. Measurement and Coordinate Systems:

Describe the measurement system (Imperial or Metric) and coordinate system (geo-referenced) used. Ensure that this conforms to Heartland Regional Deliverables Policy. In particular ensure that it conforms to the File Structure and Organization standard.

4. BIM and CAD Standards:

Identify items such as the BIM and CAD standards, content reference information, and the version of IFC, etc.

Standard Version BIM Uses Applicable Organizations Applicable

Heartland Regional Deliverables Policy

2015 All All project participants

GSA National BIM Guides

Varies All All project participants

GSA PBS CAD Standard March 05, 2012 2D CAD Exports All project participants

Additional Standards https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/standards/file-structure-and-organization https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/standards/grouping-and-relationships https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/standards/parametric-components https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/standards/file-structure-and-organization https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/standards/file-structure-and-organization http://gsa.gov/portal/content/105075 http://gsa.gov/portal/content/105075 http://www.gsa.gov/portal/content/104697

5. Model Progression Matrix

The Model Progression Matrix is based on the AIA E202 document.

SECTION I: PROJECT DELIVERABLES

The Heartland Regional Deliverables Policy requires very specific BIM deliverables. The team should familiarize themselves with these requirements before any BIM work is commenced.

Item covered by the Standard Include:

COBie / IFC data requirements

Native format

Minimum data attributes

Use of GSA Region 6 Standard folder structure

Collection of extended data into the Standard folder structure

Specific quality reports for model data and laser scan data

Specific versions of software

Specific model structure requirements

Specific use of URLs within the BIM data These standards must be followed by all team members.

In this section, list the BIM deliverables which are in excess of the Heartland Regional Deliverables Policy for the project and the format in which the information will be delivered.

Project Stage / Milestone Description of Delivery Estimated Delivery Date

Project Stakeholders Involved

Design Stage

Design Model

Design concept phase

LOD 100-200

Not included in project scope N/A N/A

Design development phase

LOD 200-300

Preliminary submittal of IFC, COBie, Revit, and Navisworks data for review by GSA.

XX/XX/XXXX

Architect and Mechanical Engineers

Construction Documents Phase

LOD 300 Complete

Formal submittal of construction documents and BIM data. All 2D and 3D building data produced on the project in both native format, IFC, and COBie spreadsheets. All design level attribute data will be complete.

XX/XX/XXXX All design team members

Construction Stage

As-built Model

Construction delivery Phase

LOD 400 Complete

Several progress sets of Native format, IFC, and COBie spreadsheets will be provided over the development of the project.

XX/XX/XXXX

XX/XX/XXXX

XX/XX/XXXX

Construction team

Project close-out phase

LOD 500 Complete

Final as-built and record data submittal. This will include all data required by the Data Submittal Standards as well any extended data agreed to within this BEP.

XX/XX/XXXX

All construction and design team https://sites.google.com/a/gsa.gov/gsa-region-5-bim-standards/standards/data-submittal-standards

SECTION J: OPTIONAL ATTACHMENTS

Depending on the size and BIM needs of each project various optional attachments may be included as part of the BEP. Many different documents exist within the industry and the team is encouraged to seek out and use those documents which enhance the projects BEP.

1. BIM USE SELECTION WORKSHEET

2. BIM PROCESS DESIGN MAP(S)

Large, complex projects may benefit from a team developed process map to clarify BIM workflows. If a process map has been developed include as Attachment.

3. INFORMATION EXCHANGE WORKSHEET(S)

Large, complex projects may benefit from a team developed, spreadsheet oriented, element by element information exchange. If such a spreadsheet has been developed, include as Attachment.

4. MODEL DEFINITION WORKSHEET

5. MODELING PROTCOL EXHIBIT [FROM SECTION G]

6. BIM AND FACILITY DATA REQUIREMENTS [FROM SECTION H]

Signature Page

Team members agree to use BIM to enable improved workflows for subject project. Model data will be authored, maintained, shared, and documented as outlined in this BIM Project Execution Plan.

Team Member Company Name Signature Date

Owner GSA

Project Manager

Property Manager

Facility Manager

Architect

Engr. Consultant

Modify list as required