USACE_ADVANCED_MODELING_PXP_TEMPLATE_V4.0-202004.docx

USACE ADVANCED MODELING

PROJECT EXECUTION PLAN

(PxP) – V4.0

TRANSMITTAL NO: [TRANSMITTAL NUMBER]

FOR

[FACILITY OWNER]

[PROJECT TITLE]

[PROJECT LOCATION]

USACE CONTRACT NUMBER: [CONTRACT NUMBER]

[TASK ORDER NUMBER – as applicable] [PROJECT NUMBER (PN) – as applicable] [OTHER AGENCY PROJECT CODE(S) – as applicable]

[SUBMITTAL DATE]

DEVELOPED BY

[PROJECT CONTRACTOR]

INSTRUCTIONS AND REFERENCE INFORMATION

This template is a tool that is provided to assist in the development of an Advanced Modeling Project Execution Plan (PxP) as required per Awarded Contract or Proposal Submission Requirements, or for use on a USACE District In-house design project. It was adapted from the United States National BIM Standard (NBIMS–USTM)[footnoteRef:2]. For Reference Information needed to complete content in this template, such as Model Use definitions, see the NBIMS–USTM Chapter 5 Practice Documents and related Section 5.3 BIM Project Execution Planning Guide at www.nationalbimstandard.org. [2: Version 3, Section 5.4 BIM Project Execution Plan Content – Version 2.1, BIM Project Execution Plan Template.]

The U.S. Army Corps of Engineers is an Alliance Sponsor Member of the National Institute of Building Sciences (NIBS) http://www.nibs.org. NBIMS–USTM is a product of the buildingSMARTalliance® (bSa) which serves as a Council of NIBS http://www.nibs.org/?page=bsa.

Bracketed GRAY TEXT is to be modified as needed to document the project. If modified, the format of the text should be changed to match the rest of the document. This can be completed, in most cases, by selecting the Normal Style in the template styles. Contractor shall not delete any sections or paragraphs. If a section or paragraph is not applicable to the project, mark it as such.

The terms ‘Organization’ and ‘Submitter’ can refer to a USACE in-house design team, other government entity, contractor or company.

If the PxP is being developed by USACE personnel for an in-house design project, instructions or references to a Contractor are applicable to the USACE Project Delivery Team.

Questions pertaining to an individual solicitation shall be directed to the advertising District's Contracting Specialist for that Solicitation.

TABLE OF CONTENTS

[PROJECT TITLE] [SUBMITTAL DATE]

USACE ADVANCED MODELING PROJECT EXECUTION PLAN TEMPLATE - VERSION 4.0

USACE ADVANCED MODELING PROJECT EXECUTION PLAN

TEMPLATE - VERSION 4.0

SECTION 1: PROJECT INFORMATION

To successfully execute Advanced Modeling requirements on a project, [CONTRACTOR] has developed this detailed Advanced Modeling PxP. The PxP defines Project Model Uses on the project, along with detailed processes for executing Advanced Modeling requirements and options on this project.

[INSERT OPTIONAL INFORMATION; FOR EXAMPLE, AN ADVANCED MODELING MISSION STATEMENT. This is the location to provide up to one paragraph of additional Advanced Modeling overview information. Additional detailed information can be included as an attachment to this document.]

1.1 PROJECT INFORMATION

1.2 BRIEF PROJECT DESCRIPTION

[General scope, size, and description of the infrastructure or facility. If more than one facility, describe number and type of structures, e.g. a ‘Battalion Complex’ may consist of a Battalion Headquarters facility and a Dining Facility.]

1.3 ADDITIONAL PROJECT INFORMATION

[Unique Advanced Modeling project characteristics and requirements]

1.4 ADVANCED MODELING GOALS

This section is a planning tool for the Project Team (Team) to utilize while determining the goals for the project. The goals identified through this process assist in determining which Model Uses will need to be accomplished to reach the goals. Since this is a planning tool, no items in this section are to be considered required by the Contract, and are For Information Only.

The Team should complete this section at the earliest possible stage of developing the PxP. The Team should meet and discuss the project objectives, unique characteristics, technology scenarios, etc. to determine what the goals of the project should be.

The potential goals should be listed in the Goal Description column as the brainstorming session occurs. Example goal descriptions are: Use Geometry for Structural Analysis Models, Assess Project Costs, Optimize Construction Schedule, etc.

Next, identify each Project Model Use from Section 3.3 that will need to be executed to achieve each goal. For example, the ‘Use Geometry for Structural Analysis Models’ goal would be implemented via the ‘Structural Analysis’ Model Use and definition.

Once the potential goals are identified, each should be given a Priority of importance to the project (High, Medium or Low). This will narrow down the goal list to only what the Team believes should be executed on the project.

If goals are identified by the Team which are to be executed, but are not required by USACE, discussions should take place between USACE and the Team at this point. Some goals will require additional funding and time to achieve but may be justifiable based upon their value.

ADVANCED MODELING GOALS

1.5 PROJECT PxP CHANGE LOG

If any items in an approved PxP are required by an organization to be changed during the course of the project, consult with the District BIM/CIM Manager or Delegate to determine if a resubmittal of the PxP is required. If a resubmittal is required, all changes to the approved PxP are to be logged below providing a date, section number and brief description of each change.

PROJECT PxP CHANGE LOG

SECTION 2: KEY PROJECT CONTACTS

The following are lists of the Key Project Contacts for modeling activities of each organization on the project. As needed, additional contacts can be included later. The roles currently shaded in red are required by USACE.

2.1 USACE / AGENT CONTACTS

2.2 CONTRACTOR CONTACTS FOR ADVANCED MODELING ACTIVITIES

Discipline Advanced Modeling Leads are assigned for each discipline identified in the Section 6.1, ‘M3: Attachment 3, Tab 3’ as being included in the project (Elements in the M3 Tab ‘03. Scope-LOD-Grade’ are marked ‘Yes’), and others as required.

SECTION 3: PROJECT MODEL USES

3.1. MANDATORY MODEL USES

The Model Uses in Section 3.3 shaded in red and identified with an (X) must remain as MANDATORY Model Uses on the project. Reference the BIM Project Execution Planning Guide at www.nationalbimstandard.org for descriptions of Model Uses.

3.2. ELECTIVE MODEL USES (NON-CONTRACTUAL / INNOVATIVE MODEL USES) - OPTIONAL

As supplementary to the Mandatory Model Uses in Section 3.3, Contractor may choose to implement Elective Model Uses (Non-Contractual / Innovative Model Uses) either through identifying non-mandatory Model Uses as electives or adding Contractor-developed innovative Model Uses. This option provides the Contractor with two benefits; a method to attempt non-mandatory Model Uses without fear of negative consequences if the execution does not go as planned, and also a method to demonstrate to USACE Model Uses that have been executed well. All submitted Elective Model Use content is considered non-contractual in nature and will not be negatively evaluated or critiqued by USACE, but MUST be properly documented in Sections 3.2.a, b and c.

a. Provide in the table below a ‘Process Description and Added-Value’ for each Elective Model Use chosen or developed for the project.

b. All Elective Model Uses are to be identified with an (E) in Section 3.3 in the Design or Construct columns only. Do not identify or add Elective Model Uses in the Plan or Operate columns.

c. Provide information in Section 11.2 concerning any related submittals. Submittals may be submitted as ‘For Information Only’.

3.3. PROJECT MODEL USES

Project Model Uses are the combination of ‘Mandatory Model Uses’ in Section 3.1 and the ‘Elective Model Uses’ in Section 3.2, and identified in the table below.

PROJECT MODEL USES

PLAN

(NOT IN CONTRACT)

DESIGN

(NOT IN CONTRACT)

(3D COORDINATION)

(3D COORDINATION)

SPACE MANAGEMENT / TRACKING

STRUCTURAL ANALYSIS

LIGHTING ANALYSIS

3D CONTROL AND PLANNING (DIGITAL LAYOUT)

RECORD MODELING

PROGRAM VALIDATION

FIELD / MATERIAL TRACKING

MECHANICAL ANALYSIS

PROGRAM VERIFICATION

OTHER ENG. ANALYSIS

SUSTAINABILITY (LEED) EVALUATION

CODE VALIDATION

PHASE PLANNING (4D)

PRELIMINARY CONSTRUCTION SCHEDULING (4D)

COST ESTIMATION (5D)

COST ESTIMATION (5D)

EXISTING CONDITIONS MODELING

EXISTING CONDITIONS MODELING

FACILITY DATA EXCHANGE (FDE)

FACILITY DATA EXCHANGE (FDE)

LEGENDEL U

3.4. INTEGRATION OF PROJECT MODEL USES IN OTHER SECTIONS

All Project Model Uses identified in Section 3.3 are to be integrated into the following Sections as well. All Elective Model Use content provided is considered non-contractual in nature and will not be negatively evaluated or critiqued by USACE, but MUST be properly documented in Sections 3.2.a, b and c.

SECTION 4: ORGANIZATIONAL ROLES / STAFFING

For each Project Model Use identified in Section 3.3, noting each applicable Contractor on the Team, identify the organization (or organizations) responsible for staffing and implementation. Staff members may fill multiple project roles.

4.1. DESIGN PHASE PROJECT MODEL USES

DESIGN PHASE

MODEL USE

INTERFERENCE MANAGEMENT

[C]

4.2. CONSTRUCTION PHASE PROJECT MODEL USES

CONSTRUCTION PHASE

MODEL USE

INTERFERENCE MANAGEMENT

[E]

SECTION 5: ADVANCED MODELING PROCESS DESIGN

Provide a Process Overview Map and Detailed Process Maps that demonstrate how all Project Model Uses identified in Section 3.3 will be implemented. Sample Process Maps may be downloaded from www.nationalbimstandard.org. Sample maps should be modified based on project information and requirements, and internal procedures and processes. Use the Process Maps format for all Project Model Uses.

All Process Maps are to incorporate each discipline identified in Section 2.2 as being included in the project.

5.1. LEVEL ONE - PROCESS OVERVIEW MAP: ATTACHMENT 1

Provide a Level One (L1) - Process Overview Map that includes ALL Project Model Uses identified in Section 3.3. Submit as part of the PxP in Section 14.3, Attachment 1, on 11x17” page size.

5.2. LEVEL TWO - DETAILED PROCESS MAPS: ATTACHMENT 2

Provide a Level Two (L2) - Detailed Process Map for EACH Project Model Use identified in Section 3.3. Submit each as part of the PxP in Section 14.3, Attachment 2, on 11x17” page size.

SECTION 6: MINIMUM MODELING AND DATA REQUIREMENTS

MINIMUM MODELING MATRIX (M3): ATTACHMENT 3

Provide an M3 with Column ‘F’ on Tab ‘03. Scope-LOD-Grade’ modified to indicate the Element ID’s included in the Project Scope of Work. Use the M3 Template located at https://cadbimcenter.erdc.dren.mil/ and submit as part of the PxP in Section 14.3, Attachment 3, in PDF and Excel file formats. See M3 Tab ‘01. Instructions’ for additional information.

MODELING ENHANCEMENTS (OPTIONAL)

List enhancements from minimum modeling requirements as specified in Contract. Note: Enhancements MUST exceed minimum requirements of the M3. (i.e. using newer release of A/E/C CAD Standard or IFC Version, modeling all of the plumbing system and not only 1.5” and larger diameter piping, laser scanning for Quality Check install, etc.)

SECTION 7: COLLABORATION PROCEDURES

7.1. COLLABORATION STRATEGY

[Concisely describe how the Team will collaborate in development and execution of modeling for the project. Include items such as electronic communication requirements and procedures, document management, software versioning, file transfer and updating, and record storage, etc.]

7.2. COLLABORATION ACTIVITIES

Complete the table to identify and describe collaboration activities conducted by the Team.

[INCLUDE ANY VARIANCES DURING DIFFERENT PHASES OF THE PROJECT]

[CONTRACTOR w/ AGENT]

CONFIRMATION OF SOFTWARE INTEROPERABILITY

[ANY OTHER ADVANCED MODELING ACTIVITY THAT OCCURS WITH MULTIPLE PARTIES, e.g., MODEL UPGRADE STRATEGY]

SECTION 8: QUALITY CONTROL

8.1. STRATEGY FOR QUALITY CONTROL

[Concisely describe the strategy for Quality Control for each of the model files in the project.]

8.2. QUALITY CONTROL CHECKS

The following checks should be performed to assure quality.

USACE ADVANCED MODELING PxP SUBMITTAL REVIEW CHECKLIST V4.0 (PxP CHX) USACE Advanced Modeling PxP V4.0, Section 14.5.

WITH EACH PxP SUBMITTAL

ALL

ALL

ALL

ALL

INTERFERENCE MANAGEMENT

USACE Interference Management Standard

ALL THAT INCLUDE A MODEL

8.3. INTERFERENCE MANAGEMENT COORDINATION

a. Process. [Describe the process used for executing the required Interference Management Model Use, including how the conflicts in the Coordination Model will be reviewed and resolved.]

b. Disciplines or Trades. The items listed below are typical but not inclusive. Add Disciplines or Trades as required to better visualize and resolve interference management conflicts. An example of an added Discipline/Trade is insulation on piping or mechanical system

c. Color Coding Schemes. Define the Coordination Model color code schemes in the tables below. All model elements in the Coordination Model are to be color-coded by either Discipline/Trade or group. The color schemes do not denote realistic building material, symbology, or print settings.

DISCIPLINE/TRADE COLOR CODE SCHEME

[MECHANICAL]

[PLUMBING]

[ELECTRICAL]

[FIRE PROTECTION]

[CIVIL]

[LANDSCAPE]

[INTERIORS]

[TELECOMMUNICATIONS]

GROUP COLOR CODE SCHEME

[STRUCTURAL CONCRETE]

[STRUCTURAL STEEL]

[GLAZING]

[SPATIAL RESERVATION]

d. Acceptable Clash Types. List any anticipated Acceptable Clash Types and their justification in the table below.

e. Clash Test Naming Convention. [Provide an example of the Clash Test naming convention that will be used.]

SECTION 9: TECHNOLOGICAL INFRASTRUCTURE NEEDS

List software used, and applicable disciplines identified in Section 2.2 as being included in the project, to execute EACH Project Model Use identified in Section 3.3. Remove Model Uses from tables 9.1 and 9.2 that are not identified as Project Model Uses. Software versions in an approved PxP cannot be changed without concurrence by the USACE BIM/CIM Manager and approval by the Contracting Officer Representative.

9.1. DESIGN PHASE SOFTWARE

PROGRESS REVIEWS

INTERFERENCE MANAGEMENT

[STRUCTURAL ANALYSIS]

[LIGHTING ANALYSIS]

[ENERGY ANALYSIS]

[PROGRAM VALIDATION]

[MECHANICAL ANALYSIS]

[OTHER ENG. ANALYSIS]

[SUSTAINABILITY (LEED) EVALUATION]

[CODE VALIDATION]

[PRELIMINARY CONSTRUCTION SCHEDULING (4D)]

[COST ESTIMATION (5D)]

[EXISTING CONDITIONS MODELING]

[FACILITY DATA EXCHANGE (FDE)]

[OTHER ELECTIVE MODEL USE IF APPLICABLE]

9.2. CONSTRUCTION PHASE SOFTWARE

[CONSTRUCTION SYSTEM DESIGN]

INTERFERENCE MANAGEMENT

[DIGITAL FABRICATION]

[3D CONTROL AND PLANNING]

RECORD MODELING

[FIELD / MATERIAL TRACKING]

[DIGITAL LAYOUT]

[CONSTRUCTION SCHEDULING (4D)]

[EXISTING CONDITIONS MODELING]

[FACILITY DATA EXCHANGE (FDE)]

[OTHER ELECTIVE MODEL USE IF APPLICABLE]

9.3. ADVANCED MODELING STANDARDS

Identify the versions of the following standards as required by Contract.

SECTION 10: ADVANCED MODELING ORGANIZATION

10.1. MODEL STRUCTURE

Describe and provide a DIAGRAM how Models are distributed to cover the required project content. For example, by building, floors, floor zones, end use areas, and/or discipline, etc.

10.2. FILE NAMING STANDARDS

As applicable in each category below, provide examples of proposed file names for each discipline identified in Section 2.2 as being included in the project.

a. BIM FILES Provide file naming convention and samples here or in Section 14.4, Attachment 4; for example, [PN123456_COF_MECH.dgn (Company Operations Facility, Mechanical content)] [PN456789_DFAC_ARCH.rvt (Dining Facility, Architectural content)]

b. CIM FILES Provide file naming convention and samples here or in Section 14.4, Attachment 4; for example, [PN123456_COF_CIVL.dgn (Company Operations Facility, Civil/Site content)] [PN246802_WWTP_PLMB.rvt (Waste Water Treatment Plant, Plumbing content)]

c. GIS FILES Provide file naming convention and samples here or in Section 14.4, Attachment 4; for example, [PN123456_COF.gdb (Company Operations Facility, file geodatabase, preferred format)] [PN123456_COF.mdb (Company Operations Facility, personal geodatabase)]

d. CAD FILES Must comply with the ‘Electronic drawing file naming conventions’ Section of the latest A/E/C CAD Standard. Provide file naming samples here or in Section 14.4, Attachment 4

e. COORDINATION MODEL FILES Provide file naming convention and samples here or in Section 14.4, Attachment 4; for example, [PN123456_COF_COORD.dgn (Company Operations Facility, All Disciplines and Trades content)] [PN456789_DFAC_COORD.nwd (Dining Facility, All Disciplines and Trades content)]

10.3. COORDINATE AND MEASUREMENT SYSTEMS

Provide the Coordinate System (geo-referenced) and Measurement System (Imperial or Metric) required by Contract.

PROJECT COORDINATE AND MEASUREMENT SYSTEMS

SECTION 11: PROJECT DELIVERABLES

11.1. CONTRACTUAL PROJECT DELIVERABLES

List the deliverables for the project and the stage and format in which the information will be delivered. Reference the Contract requirements.

FREQUENCY

or Bentley Navigator (i.DGN) or Solibri (SMC)]

or Bentley Navigator (XML) or Solibri (XLS)]

11.2. PROJECT DELIVERABLES FOR ELECTIVE MODEL USES

For each Elective Model Use identified in Section 3.3, list the submittal items for the project and the format in which the information will be delivered. Submittals will be provided as ‘For Information Only’.

SECTION 12: GEOGRAPHIC INFORMATION SYSTEM (GIS)

NOTE: RESERVED FOR FUTURE USE

SECTION 13: GOVERNMENT FURNISHED MATERIAL (GFM)

NOTE: RESERVED FOR FUTURE USE

SECTION 14: ATTACHMENTS

14.1. LEVEL ONE - PROCESS OVERVIEW MAP: ATTACHMENT 1 (From SECTION 5.1)

14.2. LEVEL TWO - DETAILED PROCESS MAPS: ATTACHMENT 2 (From SECTION 5.2)

14.3. MINIMUM MODELING MATRIX (M3): ATTACHMENT 3 (From SECTION 6.1, submitted in Excel and PDF file formats)

14.4. FILE NAMING STANDARD: ATTACHMENT 4 (From SECTION 10.2, AS APPLICABLE)

14.5. ADVANCED MODELING PxP SUBMITTAL REVIEW CHECKLIST (PxP CHX) – V4: ATTACHMENT 5. Every PxP Submittal must include a completed PxP CHX in accordance with the PxP CHX Submitter Instructions. Similar in function to the CHX, it provides a process for checking on the quality of a PxP prior to submittal and as a review tool for USACE reviewer.

14.6. OTHER [AS APPLICABLE]

SECTION 15: TEMPLATE CHANGE LOG

Refer to the “USACE Advanced Modeling PxP Template V3.0 to V4.0 Change Log” document for a record of changes to this template.

image1.jpeg image2.png image3.png