bim project execution plan overview - smithsonian web viewvirtual mock-ups can be performed at ......

Date

November 2016 Edition

[Project Title]BIM Project Execution Plan (PxP)

Smithsonian Institution [Project Title] BIM PxP

TABLE OF CONTENTS1.BIM PROJECT EXECUTION PLAN OVERVIEW.........................................................4

1.1 Document Revision History..........................................................................................52.PROJECT INFORMATION.........................................................................................6

2.1 Basic Project Information.............................................................................................62.2 Project Schedule..........................................................................................................62.3 BIM Execution Plan Timeline........................................................................................72.4 Key Project Contacts....................................................................................................72.5 BIM Roles and Responsibilities.....................................................................................72.6 BIM Use Staffing...........................................................................................................8

3.PROJECT SPECIFIC DELIVERABLES........................................................................93.1 BIM Goals.....................................................................................................................93.2 BIM Uses....................................................................................................................10

3.2.1 Detailed BIM Use Requirements..................................................................................................133.3 Project Deliverables...................................................................................................17

3.3.1 Design Deliverables......................................................................................................................173.3.2 Construction Deliverables............................................................................................................183.3.3 SI Deliverables for Design and Construction................................................................................183.3.4 3D PDF Deliverables.....................................................................................................................18

4.ELECTRONIC COMMUNICATIONS........................................................................194.1 Software Requirements..............................................................................................194.2 Electronic File Storage...............................................................................................204.3 Project Folder Structure.............................................................................................204.4 Information Exchange Schedule.................................................................................214.5 Model File Naming......................................................................................................234.6 Sheet View Naming....................................................................................................274.7 Trade Contractor Coordination File Naming...............................................................284.8 Reference Points........................................................................................................28

5.COLLABORATION PROCEDURES.........................................................................305.1 Meetings....................................................................................................................30

5.1.1 Project Meetings..........................................................................................................................305.1.2 BIM Coordination Meetings.........................................................................................................30

5.2 Coordination Schedules..............................................................................................305.2.1 Design..........................................................................................................................................305.2.2 Construction................................................................................................................................31

5.3 BIM Coordination........................................................................................................315.3.1 Model Element Color Coding.......................................................................................................315.3.2 Hierarchy of Systems Coordination..............................................................................................32

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5.4 Quality Control...........................................................................................................325.4.1 Model Checking Requirements....................................................................................................33

5.5 Model Accuracy and Tolerances.................................................................................336.MODEL CONTENT REQUIREMENTS.....................................................................34

6.1 Model Content LOD....................................................................................................346.2 Revit Worksets...........................................................................................................356.3 Embedded Data.........................................................................................................36

7.APPENDICES.........................................................................................................37Appendix A - Definitions..................................................................................................37Appendix B - References..................................................................................................39

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1. BIM PROJECT EXECUTION PLAN OVERVIEWAs the world’s largest museum and research complex, the Smithsonian Institution (SI), through the Office of Planning, Design and Construction (OPDC) is responsible for the planning, design, construction, and revitalization of all Smithsonian facilities, across eight states, the District of Columbia and in Panama.

The purpose of this manual is to provide a standardized document template, with which, AEC consultant teams can outline the information, procedures, and responsibilities relevant to a Building Information Model (BIM) development effort for Smithsonian building projects. The goal of the SI BIM PxP framework is to assure accurate and consistent work within, and across SI projects.

The SI BIM Project Execution Plan (PxP) works in concert with the SI Revit Template Users Guide. That document describes the type and level of information required by the SI for BIM deliverables.

Each project’s BIM PxP will be a living document -- revised and updated as necessary by the project team to reflect changes in BIM development that occur during project execution.

The BIM PxP will outline a clearly detail the responsibilities for developing all components in the project BIM, and their level of detail. Any changes made in the approach to BIM development during project execution should be reflected in the BIM PxP, approved by the project team, and reviewed by the SI’s COTR (Contracting Officer's Technical Representative).

SI BIM MISSION STATEMENT

The Smithsonian Institute (SI) BIM mission statement is to obtain a well-documented BIM deliverable that not only provides required design submittals but also caters easy transition from BIM to SI’s Geographic Information System (GIS) application SI Explorer.

Please note: Instructions (italicized) and examples (not-italicized) to assist with the completion of this guide are shown in grey. The instructions should be deleted and the example text should be modified to suit the needs of the organization filling out the template. If modified, the format of the text should be changed to match the rest of the document.

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1.1 Document Revision HistoryAt a minimum, updates in the BIM PxP are required at the beginning of the project, start of SD, start of DD, and hiring of Construction Manager.

Rev Date Section Description of Updates

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2. PROJECT INFORMATION2.1 Basic Project InformationConfirm official SI project name and project number

Project Name

Project Numbers Contract number, task order, OFEO project number, etc.

Project Owner

Project Location and AddressContract Type / Delivery Method

Brief Project Description Number of facilities, general size, etc.

Additional Project Information Unique BIM project characteristics and requirements

2.2 Project ScheduleInclude BIM milestones, design activities, and any other major activities during the project.

Project Phase / Milestone

Estimated Start Date

Estimated Completion Date

Revise BIM Plan

Project Stakeholders Involved

Preliminary Planning

Date TBD Date TBD YES/NO

Schematic Design Date TBD Date TBD YES/NO

Design Development


Bidding Documents Date TBD Date TBD YES/NO


Construction Documents


50% Construction Date TBD Date TBD YES/NO

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Project Phase / Milestone

Estimated Start Date

Estimated Completion Date

Revise BIM Plan

Project Stakeholders Involved

Project Closeout Date TBD Date TBD N/A

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2.3 BIM Execution Plan TimelineThe timeline for implementation of BIM over the life cycle of the project. This table is pre-populated with recommendations on which phase each activity will take place. Adjust as needed specific to project needs.

BIM Activity Schematic Design

Design Development

Construction Documents

Construction

Facility Turnover

Division 1 BIM Spec Creation X

BIM Kickoff Meeting X X

Revit standards and templates X X X

BIM Execution Plan updates X X X

BIM collaboration meetings X X X X X

Model progression table X X X X

Asset Table X X X X

Record Model X X X

2.4 Key Project ContactsList of lead BIM contacts for each organization on the project team. Role Organizati

onContact Name

Location E-Mail Phone

Project Manager(s)BIM Manager(s)Discipline LeadsOther Project Roles

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2.5 BIM Roles and Responsibilities Describe BIM roles and responsibilities such as BIM Managers, Project Managers, Drafts persons, etc.

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2.6 BIM Use Staffing For each BIM Use noted, identify the team within the organization (or organizations) who will staff and perform that Use, and estimate the personal time required. (Optional)

BIM Use Organization

Number of Total Staff for BIM Use

Estimated Worker Hours

Location(s)

Lead Contact

3D coordination Contractor AContractor BContractor C

BIM creation ArchitectCivil EngineerStructural EngineerMEPF Engineer

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3. PROJECT SPECIFIC DELIVERABLES3.1 BIM GoalsThe project team will document BIM goals for each project phase in order to assist in populating the table in Section 3.2. Examples have been provided in gray below. These should be edited/replaced with project specific information.

Project Phase

Priority (High/ Med/ Low/ Not Pursued)

Goal Description Potential BIM Uses

Schematic Design

Location, solar, wind, preliminary energy analyses

Efficient design decision making

Design Address conflicts in design

3D Design coordination

Construction Identify concerns with construction sequences

4D modeling

Turnover As-built model Turnover to model

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3.2 BIM UsesNote BIM uses that will be implemented on this project by placing a mark next to the BIM Use item (Reference the BIM Goals identified previously in the Section 3.1). Insert any additional uses, as applicable, in the empty cells in the table below.

X Plan X Design X Construct X Operate

x Programming x Design Authoring x Site Utilization Planning

Building Maintenance Scheduling

x Site Analysis (3D Field Positioning and QC)

x Design Reviews / Model Reviews

x Construction System Design

Building System Analysis

3D Safety and Logistics Planning

x 3D Coordination / Clash Detection

x 3D Coordination / Clash Detection

x Asset Management

x Structural Analysis x Digital Fabrication x Space Management / Tracking

Lighting Analysis 3D Control and Planning

Disaster Planning

Energy Analysis x Record Modeling Record Modeling

Mechanical Analysis

Other Eng. Analysis

Sustainability (LEED) Evaluation

Code Validation

Phase Planning (4D Modeling)


x Phase Planning (4D Modeling)


5D Cost Estimation 5D Cost Estimation x 5D Cost Estimation 5D Cost Estimation

Existing Conditions Modeling

x Existing Conditions Modeling



Legend: X = Confirmed Use; O = Potential Use

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BIM Uses that are specific to the project should be noted in this table. Include ranking values - High (Mandatory), Medium (Significant), Low (Minimal). Examples are shown in the table below.

BIM Use Value to

Project

Responsible Party

Value to

Resp. Party

Capability Rating

Additional Resources/

Skills Req’d to Implement

Notes Proceed with Use

High/ Med/ Low

High/ Med/ Low

Scale 1-3 (1 = Low)

Yes/No/Maybe

Reso

urce

s

Com

pete

ncy

Expe

rienc

e

Record Modeling HIGH Contractor MED 2 2 2 Req. training and software

YES

Facility Manager

HIGH 1 2 1 Req. training and software

Designer MED 3 3 3

Cost Estimation MED Contractor HIGH 2 1 1 NO

4D Modeling HIGH Contractor HIGH 3 2 2 Need training on latest software

High value to owner due to phasing issues

YES

Infrastructure needs

Use for Phasing & Construction

3D Coordination (Construction)

HIGH Contractor HIGH 3 3 3 YES

Sub-contractors

HIGH 1 3 3 Conversion to Digital Fab. Required

Modeling learning curve possible

Designer MED 2 3 3

Engineering Analysis

HIGH MEP Engineer

HIGH 2 2 2 MAYBE

Architect MED 2 2 2

Design Reviews MED Arch LOW 1 2 1 3D PDFs and federated model views in the native design model

Reviews from design model no additional detail req.

YES

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BIM Use Value to

Project

Responsible Party

Value to

Resp. Party

Capability Rating

Additional Resources/

Skills Req’d to Implement

Notes Proceed with Use

High/ Med/ Low

High/ Med/ Low

Scale 1-3 (1 = Low)

Yes/No/Maybe

Reso

urce

s

Com

pete

ncy

Expe

rienc

e

3D Coordination (Design)

HIGH Architect HIGH 2 2 2 Coordination software req.

Contractor to facilitate coordination

YES

MEP Engineer

MED 2 2 1

Structural Engineer

HIGH 2 2 1

Design Authoring HIGH Architect HIGH 3 3 3 YES

MEP Engineer

MED 3 3 3

Structural Engineer

HIGH 3 3 3

Civil Engineer LOW 2 1 1 Large learning curve

Civil not required

Programming MED Planning phase Complete

NO

Code Evaluation LOW Contractor MED Software req. Streamline code review

NO

Architect LOW Software req.

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3.2.1Detailed BIM Use Requirements1. Existing Conditions Modeling

Description: A process in which a project team develops a 3D model of the existing conditions for a site, facilities on a site, or a specific area within a facility. This model can be developed in multiple ways and may include laser scanning and/or conventional surveying techniques, depending on project goals and efficiencies.

Smithsonian building projects often involve renovation and modernization (revitalization), therefore project teams are often required to perform existing conditions modeling as part of the scope of work. The scope and extent of this task should be discussed and finalized with the SI’s Project COTR in the project initiation stage.

The PxP should detail the specific scope, responsible parties, and specific plan/process/requirements associated with laser scanning or other reality capture methods that will be utilized for modeling existing structures or below grade utilities (if applicable).

2. Site Analysis

Description: A process in which BIM/GIS tools are used to evaluate properties in a given area to determine the most optimal site location for a future project. The site data collected is used to first select the site and then position the building based on other criteria.

Detail specific scope, parties responsible, specific plan/process/requirements associated with utilizing BIM data to drive field positioning/ layout via laser technology of work on the project site as well as any use of laser scanning to validate installation of work per the approved models if applicable.

3. Design Authoring

Description: A process in which 3D software is used to develop a Building Information Model based on criteria that is important to the translation of the building's design. Design authoring is the first step towards BIM and the key is connecting the 3D model with a powerful database of properties, quantities, means and methods, costs and schedules. The design authoring tools creates building information model and construction documents. It helps monitor quality control of design, cost and schedule. As a powerful visualization tool, it helps document and present the design intent to the client, consultants and other stakeholders. And most importantly, it helps coordination between various disciplines facilitated through interference detection.

For SI projects the design authoring step should include scope and requirements to develop life safety and security model and drawings along with other discipline scopes and requirements.

Detail specific scope, parties responsible, specific guidelines and modeling requirements associated with utilizing Design Authoring tools to generate efficient project BIM.

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4. Design / Model Review

Description: A review process in which the project BIM is evaluated based on a set of criteria, which can include: alignment with the project program, compliance with project standards, visual review of space aesthetics and layout in a virtual environment, and specific requirements such as layout, sightlines, lighting, security, ergonomics, acoustics, textures and colors, among many others. This BIM Use Requirement may be executed via computer software, such as virtual reality applications. Virtual mock-ups can be performed at various levels of detail depending on project needs.

For SI projects, a model review check report is required to be delivered at every milestone deliverable at a minimum. (see Model Review Check Requirements under Quality Control section)

The PxP should detail the scope, parties responsible, specific guidelines, report delivery requirements for project Design Reviews.

5. 3D Coordination / Clash Detection

Description: A process in which Clash Detection software is used during the coordination process to determine field conflicts by comparing 3D models of building systems. The goal of clash detection is to eliminate the major system conflicts prior to installation.

Detail specific scope, parties responsible, specific guidelines, report delivery requirements for 3D coordination and clash detection.

6. 4D Scheduling

Description: A BIM-based process in which a 4D model (3D models with the added dimension of time) is utilized to effectively plan the phased occupancy in renovation or retrofit projects, or to show the construction sequence and space requirements on a building site. 4D modeling is a visualization and communication BIM tool that can provide the project team and owner with a better understanding of project sequencing through visualization.

For Smithsonian renovation and revitalization projects, views and schedules should be configured to group phases of the project, such as existing, demolished, new construction and other phase for future works, separately within the construction documents set.

The PxP should detail the specific scope, parties responsible, specific modeling and coding requirements associated with utilizing BIM to support 4D project phasing, detailed installation simulations, or Location Based Scheduling (LBS).

7. 5D Cost Estimation

Description: A process in which BIM can be used to assist in the generation of accurate quantity take-offs and cost estimates throughout the lifecycle of a project. This process allows the project team to see the cost effects of their changes, during all phases of the project, which can help curb excessive budget overruns due to project modifications.

The PxP should detail the specific scope, parties responsible, specific modeling and coding requirements associated with utilizing BIM to support quantity extraction objectives, if any.

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8. Sustainability Analysis

Description: A process in which a BIM project is evaluated based on LEED or other sustainable criteria. This process should occur during all stages of a facilities life including planning, design, construction, and operation. Applying sustainable features to a project in the planning and early design phases is more effective (ability to impact design) and efficient (cost and schedule of decisions). This comprehensive process requires more disciplines to interact earlier by providing valuable insights. This integration may require contractual integration in planning phase.

The PxP should detail the specific scope, parties responsible, specific modeling and coding requirements associated with utilizing BIM to support LEED tracking, if any.

9. Energy Analysis

Description: The BIM Use of Energy Analysis is a process in the design phase which one or more building energy simulation programs use a properly adjusted BIM to conduct energy assessments for the current building design. The core goal of this BIM use is to inspect building energy standard compatibility and seek opportunities to optimize proposed design to reduce structure's life-cycle costs.

The PxP should detail the specific scope, parties responsible, specific modeling and coding requirements associated with utilizing BIM to support Energy Modeling objectives, if any.

10. Record Modeling

Description: Record Modeling is the process used to depict an accurate representation of the physical conditions, environment, and assets of a facility. The record model should, at a minimum, contain information relating to the main architectural, structural, and MEP elements. Additional information including equipment and space planning systems may be necessary if the owner intends to utilize the information for maintenance and operations. The record model also contains information linking pre-build specification to as-built specifications. This allows the owner to monitor the project relative to the specifications provided.

The PxP should detail the specific scope, parties responsible, guidelines and modeling requirements to update the final design BIM as per the changes that occur on site due to conflicts and/or changes on scope. This way at the completion of the project the BIM becomes the “as built” and can be leveraged beyond construction for maintenance and operations tasks.

11. Asset Management

Description: A process in which an organized management system is bi-directionally linked to a record model to efficiently aid in the maintenance and operation of a facility and its assets. Asset Management utilizes the data contained in a record model to populate an asset management system which is then used to determine cost implications of changing or upgrading building assets, segregate costs of assets for financial tax purposes, and maintain a current comprehensive database that can produce the value of a company's assets. The bi-directional link also allows users to visualize the asset in the model before servicing it potentially reducing service time.

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The PxP should detail the specific scope, parties responsible, guidelines and modeling requirements for asset management tasks.

Note: Add description, scope and requirements for additional BIM Uses that may be applicable to the project.

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3.3 Project Deliverables At each phase of the Design and Construction process, the SI requires the delivery of the model, along with electronic versions of hardcopy submissions and other files that support the intent of the project.As a guide, the table below lists typical file types for electronic deliverables.The list of Design Deliverables in the PxP must include those that are contractually required by the SI at each submission (reference the project SOW). The list may also include non-contractually required documents that are being utilized within the consulting team.

3.3.1Design Deliverables

Phase Submission Requirements

Format

Programming Narrative .pdfSchematic Design Narrative

Drawings.pdf.pdf, .dwg

Design Development Project Execution PlanSpecificationsDrawingsDesign ModelExisting Conditions Model

.pdf

.pdf, .doc

.pdf

.rvt, .ifc, .pdf (3D pdf)

.rvt, .dwg, .ifc, point cloud formats .rcs/.rcp/.pcg/.pts/.ptx/.dp/.las, etc.

Construction Documents Project Execution PlanDrawingsDesign Model

.pdf

.pdf, .dwg


100% Construction Documents

Project Execution PlanDrawingsDesign ModelSI-GIS Floor PlansArea Plan Views SI-GIS schedules

.pdf

.pdf, .dwg


.rvt, .dwg

.rvt, .dwg

.xlsx

Bid Process Addenda .pdf, .rvtConstruction Bulletins .pdf, .rvt, .ifcRecord Documents Specifications

Record Model.pdf.rvt, .ifc

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3.3.2Construction DeliverablesPhase Submission

RequirementsFormat

At end of coordination Coordination Models – MEP, Structural, Exterior Skin

.rvt, .dwg, native format, .pdf (3D pdf)

At 75% project completion Asset Schedules .xlsAt project completion – with submittals, O&M’s and warranties attached

As-Built Model - Final .rvt, .dwg, .ifc, .pdf (3D pdf)

3.3.3SI Deliverables for Design and ConstructionEach project’s required BIM deliverables will be noted in the Scope of Work.Projects will require delivery of the federated project BIM in Revit format. Model files in may be required to be delivered in IFC formats as well. For SI design review purposes, all projects should deliver models in the 3D PDF format. The details of disciplines and areas of interest that are required to be delivered in the 3D PDF format will be specified in the 3D PDF deliverables section. Projects will also deliver SI-GIS Floor Plans, Area Plan Views and SI-GIS schedules as indicated in the SI Revit Template Users Guide for SI-GIS purposes along with other required deliverables during the final 100% Construction Documents submittal. Depending on the type and size of the project, SI project COTR can require SI-GIS submittals at each project milestone.

3.3.43D PDF DeliverablesThe project BIM team may use any 3D PDF authoring application compatible with the BIM software (e.g. Revit) to export the project BIM into the PDF format. Adobe Acrobat and Bluebeam are two of the more widely used PDF authoring applications. The SI utilizes Bluebeam for its 3D PDF generation. The 3D PDFs that are exported from the BIM should be produced from a 3D view displaying the entire model, with all required discipline links and elements visible in the view. For larger projects, it may be advisable to subdivide the BIM into smaller sections or zones in order to produce more manageable PDFs. As the first step in the PDF export workflow, determine the size and location of the zones for each building and then create 3D views for each zone in Revit, keeping all the linked models to be exported visible. Please refer the SI BIM Design Review by Bluebeam document for detailed procedures and workflows to create 3D PDFs using Bluebeam from Revit and Navisworks models.

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As per the SI’s requirements for the project, the AEC BIM team may include specific interest areas in the project that are to be detailed and produced as separate 3D PDFs for design reviews. This paragraph also will describe details for 2D Key Plans and/or 3D Key Models, if needed, that reference the overall building when it has been sub-divided into zones.

4. ELECTRONIC COMMUNICATIONS 4.1 Software RequirementsThis table will detail the software applications employed on SI projects. If a team member has any deviations, this needs to be discussed with SI to understand potential impact to final deliverables.BIM Use Discipline Software Version

Architecture Design

Architecture AutoCAD and Revit Architecture

Agreed upon by SI and Contractor at the PI (Project Initiation)

Structure Design Structure AutoCAD and Revit Structure

Agreed upon by SI and Contractor at the PI

HVAC Design HVAC Revit MEP / AutoCAD (Add-on) CADduct and CADmech


Plumbing Design Plumbing Revit MEP / AutoCAD (Add-on) CADduct and CADmech


Electrical Design Electrical Revit MEP / AutoCAD (Add-on) CADelec


Civil Design Civil AutoCAD Civil 3D Agreed upon by SI and Contractor at the PI

Fire Protection Design

Fire Protection MEP CAD AutoSprink Agreed upon by SI and Contractor at the PI

HVAC Fabrication HVAC Revit MEP / AutoCAD (Add-on) CADduct and CADmech


Plumbing Fabrication

Plumbing Revit MEP / AutoCAD(Add-on) CADduct and CADmech


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BIM Use Discipline Software Version

Electrical Fabrication

Electrical Revit MEP / AutoCAD (Add-on) CADelec


Fire Protection Fabrication

Fire Protection MEP CAD AutoSprink Agreed upon by SI and Contractor at the PI

Structure Detailing Structure Revit Structure / TBD Agreed upon by SI and Contractor at the PI

Coordination CM Coordination

Navisworks Manage Agreed upon by SI and Contractor at the PI

4.2 Electronic File StorageAny electronic storage location (such an FTP site, Drop Box, etc.) used for the regular exchange of files from project consultants and the SI will be identified in the following table. File Location File

Path /Directory

File Type

Password Protect

File Maintainer

Updated

FTP siteftp://ftp.***.***/***

Root Project Folder

/Arch /Mech

.rvt Yes********

Joe Smith Weekly

* Refer to Model File Naming Section for filing naming conventions

4.3 Project Folder StructureSI recommends the folder structure illustrated in the Project Folder Structure figure below. This taxonomy will facilitate the delivery of federated Revit project files while maintaining links to external files (the linked files must be defined using “relative path” within the Revit model).

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A relative path starts from some given working directory, avoiding the need to provide the full absolute path. Contrast this to an absolute path, where the location of a linked file on a disk or network drive. An absolute or full path points to the same location in a file system, regardless of the current working directory, e.g. C:\My Files\Project\Sub-Directory\Revitfile.rvtUsing relative paths for links assures that when those files are moved together to a new directory (such as at the SI), links will be maintained. Revit locates the linked files by their relative position to the working directory.Any deviations to the recommended folder structure should be discussed and approved by the SI project COTR. Additional files and folders can be added to this structure as long as the level 1, 2 and 3 hierarchy and contents are maintained.

4.4 Information Exchange ScheduleUse this table to describe standard information exchanges and file transfers that will occur on the project. Project files will be transferred at regular intervals to the locations identified above (Electronic File Storage). Files shall be transferred according to the frequency listed below by the project BIM team’s individuals responsible for coordination and data exchange (often identified as Discipline Model Managers or Trade Model Managers). Additional uploads may be required as requested by the A/E or CM BIM Manager.Information Exchange

File Sender File Receiver One-Time or Frequency

Due Date or Start Date

Authoring – 3D Coordination

Architectural / Structural

FTP Post – Coordination Lead

Weekly [Date]

As-built model updating check

Contractor Monthly

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Figure 4-1: Project Folder Structure


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Describe the as-built model checking process employed by the consulting team.

Describe the BIM update process. Describe the handover procedures from the consultant team to the owner.

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4.5 Model File NamingThe architect’s project team shall define the naming conventions for models in accordance with the following format:

Format

[SI Facilities Project Number][-][Discipline Code][-][Software Version Designator][-][Reference Date][.][FileType]

Example

123456-A-R14-140627.RVT

The project consultant shall confirm with the SI’s COTR (Contracting Officer’s Technical Representative) on the official project number to use for the establishment of model naming. The software version designator shall utilize the following list:

R13

Autodesk Revit 2013 R14

Autodesk Revit 2014

R15

Autodesk Revit 2015 R16

Autodesk Revit 2016

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The Discipline Code for both model and sheet files are listed in the tables below:

Discipline Code TableDiscipline Design

atorDescription Disciplin

eDesignator

DescriptionGeneral

G- All General Landscape

LI Landscape IrrigationGI General Information LL Landscape LightingGC General Contract LP Landscape PlantingGR General Resource LR Landscape

RelocationSurvey / Mapping

V- All Survey/Mapping

LS Landscape SiteVA Aerial Survey Structural

S- All StructuralVF Field Survey SD Structural DemolitionVH* Hydrographic Survey SS Structural SiteVI Digital Survey SB Structural

SubstructureVU Combined Utilities SF Structural Framing

Civil

C- All Civil SR* Structural Reinforcement

CB* Civil Beach Renourishment ST* Superstructure

CD Civil Demolition SC* Structural Components

CE* Civil Ecosystem Restoration

Architectural

A- All ArchitecturalCF* Civil Flood Control AS Architectural Site

CG Civil Grading AD Architectural Demolition

CI Civil Improvements AE Architectural Elements

CN* Civil Navigation AI Architectural Interiors

CO* Civil Operation and Maintenance AF Architectural Finishes

CP Civil Paving AG Architectural Graphics

CH* Civil Shore Protection AL** Life SafetyCR* Civil Recreation Interiors

I- All InteriorsCS Civil Site ID Interior DemolitionCX* Civil Security IN Interior DesignCT Civil Transportation IF Interior FurnishingsCU Civil Utilities IG Interior Graphics

Civil Works W-** Civil Works SI Custom Co

EX** ExhibitsUtilities U- All Other

UtilitiesAA** Accessibility

Geotechnical

B- All Geotechnical EV** ElevatorLandscape L- All Landscape GS** Graphics

LD Landscape Demolition SS** Special - Systems

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Discipline Code TableDiscipline Design

atorDescription Disciplin

eDesignator

DescriptionLG Landscape Grading Historic

Preservation

PH** Historic Preservation

Note: * = Not in NCS 5.0 **=SI Only Discipline Code Source: USACE A/E/C CAD Standard Release 5.0

Discipline Code TableDiscipline Designa

torDescription Disciplin

eDesignator

DescriptionEquipment

Q- All Equipment Fire Protectio FD** Fire Protection Demolition

QA Athletic Equipment Electrical

E- All ElectricalQB Bank Equipment EA* Elecl. Airfield Lighting and

Nav-aidsQC Dry Cleaning

Equipment ES Electrical SiteQD Detention Equipment EC* Electrical Cathodic

ProtectionQE Educational

Equipment EG* Electrical GroundingQF Food Service

Equipment ED Electrical DemolitionQH Hospital Equipment EP Electrical Interior PowerQL Laboratory Equipment EL Electrical Interior LightingQM Maintenance

Equipment EI Electrical InstrumentationQP Parking Lot Equipment EY Elecl. Interior Auxiliary

SystemsQR Retail Equipment ET Electrical

TelecommunicationsQS Site Equipment Telecom

munications

T- All TelecommunicationQT Theatrical Equipment TD* Telecom. Demolition

QV Video/Photographic Equip. TA Audio Visual

QY Security Equipment TC Clock and ProgramMechanical

M- All Mechanical TI IntercomMS Mechanical Site TM MonitoringMD Mechanical Demolition TN Data Networks

MH Mechanical HVAC TS*Supervisory Control and Data Acquisition (SCADA) systems and equipment

MP Mechanical Piping TT TelephoneMI Mechanical

Instrumentation TY Security (Access control and Alarms)

MY* Mechanical Hydraulic Sys.

Hazardous Materials

H- Hazardous MaterialsPlumbing

P- All Plumbing HA AsbestosPS Plumbing Site HC ChemicalsPD Plumbing Demolition HL LeadPP Plumbing Piping HP PCBPQ Plumbing Equipment HR Refrigerants

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Discipline Code TableDiscipline Designa

torDescription Disciplin

eDesignator

Description

PL Plumbing Shop Dwgs.

Z- Contractor/Shop Dwgs.Fire

Protection

F- All Fire Protection

Operations

O- OperationsFA Fire Detection and

AlarmOthers X- Other Disciplines

FX Fire SuppressionNote: * = Not in NCS 5.0 ** = SI Only Discipline Code Source: USACE A/E/C CAD Standard Release 5.0

Discipline Code TableDiscipline Designat

orDescription Discipline Designat

orDescription

Process

D- All Process Resource R- All Resource

DS Process Site RC Resource CivilDD Process Demolition RS Resource StructuralDL Process Liquids RA Resource ArchitecturalDG Process Gases RM Resource MechanicalDP Process Piping RE Resource ElectricalDQ Process EquipmentDE Process ElectricalDI Process

InstrumentationNote: * = Not in NCS 5.0 **=SI Only Discipline Code Source: USACE A/E/C CAD Standard Release 5.0

The Drawing Code shall consist of up to two alphabetical characters utilizing the list in the Drawing Code tables below.

Drawing Type Code Table

All D

isci

plin

es

Designator Description

Dis

cipl

ine

Spec

ific

Designator DescriptionFP Floor Plan StructuralDP Demolition Plan MP Framing PlanSP Site Plan NP Foundation PlanQP Equipment Plan Architectural/InteriorsXP Existing Plan EP Enlarged PlanRO Roof Plan CP Ceiling PlanEL Elevation RP Furniture PlanSC Section NP Finish PlansDT Detail VP Evacuation PlanSH Schedule Mechanical 3D Isometric/3D CP Control PlanDG Diagrams HP HVAC -

Ductwork PlanDi

sc General PP Piping Plan

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iplin

e Sp

ecifi

cBS Border Sheet ElectricalKP Key Plan CP CommunicationCS Cover Sheet GP GroundingCivil LP LightingEP Environmental

PlanPP Power

GP Grading Plan PlumbingRP Road/

Topographic PP Plumbing Plan

SV Survey Fire - ProtectionUP Utility Plan KP Sprinkler Plan Telecommunications DP Data TP Telephone

4.6 Sheet View Naming The naming conventions for Revit sheet views and CAD Sheets exported from Revit shall be in accordance with the following format:For within Revit Sheet Views:

Format

[Discipline Code][Sheet Type][Sheet Sequence][Drawing Type Code]

Example

A-101FP

For Sheet Views exported to CAD:

Format

[SI OFEO Project Number][-][Discipline Code][Sheet Type][Sheet Sequence][Drawing Type Code][.][FileType]

Example

123456-A-101FP.DWG

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The Discipline Code shall consist of up to two alphabetical characters. See the Discipline Code tables described in the section above. Note that the hyphen in the discipline code is a required place holder in the absence of the second character. The hyphen is preferred rather than a decimal point due to the use of the "dot" in electronic file names. Alternatively, an underscore may be used to replace the hyphen when a particular operating system does not accept hyphens in file names. It is important that files are named in this exact format so as to avoid system conflicts when drawings are transferred to the SI’s archival system.The sheet sequence number shall consist of three numerical characters utilizing the following list:

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000

General (Symbols, Legends, Notes)

500

Details

100

Plans (including Reflected Ceiling Plans)

600

Schedules and Diagrams

200

Elevations 700

User Defined (Elevator, Stair plans, details, section)

300

Sections 800

User Defined (non-architecture)

400

Enlarge Views (plans, sections, elevations)

900

3D Views, Int. Det., Partition Types, Window Types

4.7 Trade Contractor Coordination File NamingFiles generated during the coordination process should follow the same naming conventions as described in the model file naming and sheet file naming sections. Subcontractors, fabricators, suppliers, and manufactures are to submit all models to the contractor in both .NWD (Navisworks) and an .RVT (Autodesk Revit) formats. Models should be updated after each project coordination meeting or as changes occur in the field during the construction phase, and delivered to SI at each project BIM milestone (noted in the project SOW).

4.8 Reference PointsEvery Revit project has two reference points: a project base point (PBP) and a survey point (SP). The project base point defines the origin (0,0,0) of the project coordinate system. It also can be used to position the building on the site and for locating the design elements of a building during construction. Spot coordinates and spot elevations that reference the project coordinate system are displayed relative to this point. The survey point represents a known point in the physical world, such as a geodetic survey marker.

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In order for the models from different disciplines to align using the Revit origin-to-origin command, the PBP and SP should align. Thus, the PBP should be always located at 0,0,0 and pinned so it cannot be accidentally moved or deleted. The SP coordinates: elevation and angle to true north should be shared with all disciplines and located at the same point for all discipline model files. That the SI insertion point should be at 0,0,0 for all projects. It should be located at the lower left column grid intersection. For existing projects, the insertion point should be the same as shown on the SI reference (archive) drawings.

Figure 4-2: Project BIM Reference Point

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5. COLLABORATION PROCEDURES 5.1 Meetings5.1.1Project MeetingsIn the table below, define the type of meetings held during the project, including coordination meetings, owner updates, progress meetings, etc. Indicate the required attendees and scope of the meeting.

Meeting Type

Phase Frequency Participants Location

5.1.2BIM Coordination MeetingsIn the table below, define the type and frequency of meetings related to BIM Coordination. Indicate the required attendees and scope of the meetings.

Meeting Type

Phase Frequency Participants Location

5.2 Coordination SchedulesOutline the deliverables required and the anticipated date for completion.

5.2.1DesignDeliverable Date

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5.2.2Construction

Deliverable Date

5.3 BIM Coordination5.3.1Model Element Color CodingAll engineering consultant BIMs will contain a 3D view titled ‘Arch Coordination’. This view will have filters applied to color code systems for coordination through the BIM link. The following colors, or an alternative color scheme as agreed to by the architect and consultants, will be applied to differentiate systems:

System Color RGB Color Index

Outside Air (Pressurization) 128,255,255Supply Air 0,128,192Return Air 0,64,128Exhaust Air 128,0,128Mechanical Equipment 220,220,220Mechanical Piping (Wet) 224,196,95Mechanical Piping (Dry) Vent 255,128,64Kitchen Exhaust 255,128,128Plumbing Equipment 118,146,60Plumbing (Domestic) 0,128,0Plumbing (Sanitary Storm) 200,140,255Plumbing (Sanitary Waste) 64,0,128Lighting 254,159,106Electrical 255,255,0Telecommunications 128,128,64Fire Protection 255,0,0Fuel Supply 0,0,0Irrigation 182,205,189Structural 146,205,220

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Integrated (Federated) Model/ Integration Processing accordance with the Project Schedule the Project BIM Manager will be responsible for performing clash detection with the design and/ or trade models. The clashes will be organized for review by the Project Team. Once clashes have been reviewed, a potential resolution has been assigned to a specific team member it is expected that the clash be resolved in a timely manner, preferably prior to the next scheduled meeting time.

5.3.2Hierarchy of Systems CoordinationIn the event that any system has interference or clash with a differing system, A/E will agree upon following a discipline hierarchy for resolutions based on the consensus of the project team. An example is listed below. Indicate the required hierarchy specific to the project.

1. Structure2. Architecture (must follow RFI process for changes as required)3. Equipment location and Access (must follow RFI process for changes as

required)4. Sloped Piping – vent, storm, sanitary5. High and Medium pressure ductwork and devices6. Large diameter pressurized pipe mains, valves and devices (2” and

larger), fire protection mains7. Plumbing (other than systems utilizing gravity)8. Conduit 2” and greater, power feeds to equipment and all switch gear9. HVAC Piping (other than systems utilizing gravity)10. Fire Protection Distribution (Branch lines)11. Low pressure ductwork, grilles, registers, diffusers and associated

equipment (location changes must be approved by designers)12. Electrical Distribution Equipment13. Sleeves through rated partitions14. Access panels

5.4 Quality ControlThe following checks should be performed in the models to assure quality:Check Definition Responsib

le PartySoftware Program(s)

Frequency

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

All ModelAuthor(s)

Navisworks, Revit

Each milestonedeliverable

Interference Check

Detect programs in the model where any building components

All ModelAuthor(s)

Navisworks, Revitother

50% DD,100% DD,50% CD,

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Check Definition Responsible Party

Software Program(s)

Frequency

are clashing including hard and soft

program(s)TBD

100% CD

Standards Check

Ensure that the BIM standards have been followed (Refer to the SI Revit Template Users Guide)

All ModelAuthor(s)

Navisworks, Revit

Continuous

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

All ModelAuthor(s)

Navisworks, Revit

Weekly

Revit Model Review / Revit Model Checker

An automated global model review and report feature

All ModelAuthor(s)

Revit Each milestonedeliverable

5.4.1Model Checking RequirementsThe consultant’s BIM team should perform an automated model review of project Revit model using the Revit Model Review application (an add-in application available through the Autodesk subscription website) or by using Autodesk Model Checker (also an add-in application for Revit). The SI has developed configuration files for model checking that have been customized to review model compliance with the parameters set up by the SI Revit Templates. Additional rules may be added to the configuration files by the project BIM team for project-specific requirements.

5.5 Model Accuracy and TolerancesModels should include dimensioning as needed for design intent, analysis, and construction. Complete the table below to fill the modeling accuracy and tolerances.

Phase Discipline Tolerance

Design Arch Accurate to +/- [ # ] of actual size and

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Phase Discipline Tolerance

documents location

Shop drawings Mech contractor Accurate to +/- [ # ] of actual size and location

As-builts

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6. MODEL CONTENT REQUIREMENTS 6.1 Model Content LODRefer to SI Revit Template Users Guide for minimum model element requirement standards, under Revit Modeling Requirements section. This guidance describes the minimum standards required for project deliverables along with Modeling Level of Development definitions. The project team shall develop a BIM Content LOD matrix utilizing the template illustrated below and provided as a Microsoft Excel attachment. BIM Content LOD Matrix has also been provided in a Microsoft Excel format for editing in Appendix B. Attach a version of this spreadsheet to the BIM Project Execution Plan.

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6.2 Revit WorksetsRevit Worksets are a way to separate a set of elements in the Revit project model into subsets for “worksharing”. The Revit model contains a Workset Table which lists references to all worksets contained in that project model. During project BIM development, Revit users should be aware of the active workset. There may be one or many worksets in a project. Each new model element added to the project will be placed in the active workset. For SI BIM development purposes, the following will be the essential worksets in a work shared project for architectural models:For large projects where disciplines are modeled in separate Revit models:

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Workset Name Purpose

Exterior Shell Include all exterior shell elements of the building(s)

Interior Include all interior elements of the building(s) except furniture and equipment

Core Include core structure and core elements of the building(s)

Furniture Include all interior furniture and equipment elements of the building(s)

Exhibits Walls Include exhibit walls/partitions different from interior walls and exhibits

Exhibits Include exhibits

Grid and Levels Include grids and levels

Links Include linked discipline Revit models

Architectural Lighting

Include light locations as per the architect so that they can be turned off or removed easily when lighting from MEP is finalized

Signage Include interior and exterior signs

Security/Surveillance and Access

Include locations for CCTVs, motion detectors, screening devices, push button mounts, etc.

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For small projects where disciplines are included within the Architectural Revit model:

Workset Name Purpose

Exterior Shell Include all exterior shell elements of the building(s)

Interior Include all interior elements of the building(s) except furniture and equipment

Core Include core structure and core elements of the building(s)

Furniture Include all interior furniture and equipment elements of the building(s)

Exhibits Walls Include exhibit walls/partitions different from interior walls and exhibits

Exhibits Include exhibits

Grid and Levels Include grids and levels

Separate discipline worksets

Include separate discipline worksets for Mechanical, Electrical, Plumbing, Fire Protection, Structural and Life Safety

Signage Include interior and exterior signs

Security/Surveillance and Access

Include locations for CCTVs, motion detectors, screening devices, push button mounts, etc.

If additional worksets are included in the project BIM, please indicate them in the table below.

These worksets are mandated for project BIMs to structure consistent models for the SI BIM inventory, and follow on use by the SI Facilities organization.Please note: For the PxP - delete the non-applicable table above.

6.3 Embedded DataInformation may be required to be developed within the project BIM (as per the scope of work), including:

1. Asset and Space information. Refer Revit Template Users Guide for details on SI customized space and asset parameters, required for project BIMs.

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2. Embedded links to PDF’s of approved shop drawing and equipment/material submittals shall be provided within the Revit Model. Some examples are listed below:

a. Shop Drawingsb. Product Datac. Test Reportsd. Commissioning Reportse. Warranty Informationf. Operation and Maintenance (O&M) Manualg. Manufacturer’s website information

Actual PDF’s of the approved shop drawings and submittals should be stored on the same server location as the Revit models

Detail specific plan/process/requirements associated with utilizing embedding FM related data into the As-Built models. Include data requirements, data storage location, linkage requirements, etc.

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7. APPENDICESAppendix A - DefinitionsAs-Built Drawings

Physical mark-up of a printed set of Construction Documents that captures changes and updates throughout the construction process, including RFIs, bulletins, and field conditions. This does not involve the updating of any models.

As-Built Record Model

Design Model that has incorporated changes and updates throughout the construction process, including RFIs, bulletins, and field conditions.

Asset Individual items incorporated into the construction of a project. For the SI, information is collected by this for use as facility data.

BIM Project Execution Plan (PxP)

A document created utilizing the SI’s provided template to define procedures and roles for the preparation of electronic media during the project.

Closeout Documents

Consist of approved submittals, operating and maintenance manuals, as-builts, warranties, and other documentation and paperwork that is prepared by either the Contractor or Architect for the Owner’s information and use, and is provided as a condition precedent to Final Payment.

COBie An abbreviation that stands for Construction Operations Building Information Exchange. It is way to capture information regarding assets outside of the BIM for use by an Owner to import into their facilities management system. (Not typically required by the SI)

Contractor The firm serving as lead builder for the project, working in the capacity of either General Contractor or Contractor.

Coordination Model

BIM prepared by Contractors to further develop the Design Model for use in system fabrication or field construction.

Design Model BIM prepared by the design team to communicate aspects of the design. It may consist of sub-models prepared by each of the discipline designers, such as Architecture, Mechanical, Electrical, and Structural.

Designer The firm serving as developer of the project documents, working in the capacity of Architect, Engineer, or Consultant.

.DWG File type associated with a native AutoCAD file.Facility Center SI wide database used to manage and maintain

facilities data information for work orders and asset management.

GIS Geographic Information Systems

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Level of Development (LOD)

A way to define the level of detail of elements within a BIM.

Master Format A numbering system developed by CSI to organize specifications. Additional information may be found at: http://www.csinet.org/Home-Page-Category/Formats/MasterFormat/MF-use.aspx

.NWF File type associated with a native Navisworks file.OmniClass A numbering system developed by International

Organization for Standardization (ISO) to provide structure for electronic databases. It is helpful for categorizing assets in a BIM or facilities management system.

OmniClass Table 23

Spreadsheet that contains the corresponding codes utilized in the BIM to categorize assets within the facility management system.

Project Closeout

The managed and orderly transition of the work from Substantial Completion to Final Payment, including the finalization of final paperwork.

Project Team The collective group of representatives from the SI, the Designer, and Contractor.

.RVT File type associated with a native Autodesk Revit file. It is the deliverable file format for all projects.

SI Explorer 2.0 The SI’s geospatial information system (GIS). Web viewer of joined ArcGIS and Facility Center data.

Substantial Completion

Establishes a date that the Work can be used for the purpose intended, and involves the formal transition of property management from the Contractor to the SI

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http://www.csinet.org/Home-Page-Category/Formats/MasterFormat/MF-use.aspx

http://www.csinet.org/Home-Page-Category/Formats/MasterFormat/MF-use.aspx


Appendix B - References Autodesk Model Performance Technical Note White Paper

http://images.autodesk.com/adsk/files/autodesk_revit_2014_model_performance_technical_note.pdf

Autodesk Revit 2016 Help Wikihttp://help.autodesk.com/view/RVT/2016/ENU/

Construction Industry Institute

https://www.construction-institute.org/scriptcontent/more/res_cpf_2010_2_v2_more.cfm

National CAD Standard Version 5.0http://www.nationalcadstandard.org/ncs5/

National BIM Standard-US Version 2http://www.nationalbimstandard.org/references.php

Penn State Computer Integrated Construction http://bim.psu.edu/ USACE CAD and BIM Drawing Standards

https://cadbim.usace.army.mil/BIM

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https://cadbim.usace.army.mil/BIM

http://bim.psu.edu/

http://www.nationalbimstandard.org/references.php

http://www.nationalcadstandard.org/ncs5/



http://help.autodesk.com/view/RVT/2016/ENU/

