bim environment: quantity surveyor’s information lifecycle
TRANSCRIPT
BIM Environment: Quantity Surveyor’s Information
Lifecycle Abstract:
With the increasing implementation of Building Information Modeling, the quantity
surveyors’ fundamental responsibility of measuring and pricing is being challenged. For
the continuation of their professional position within the industry, quantity surveyors
need to be able to find information and knowledge based services provided, where
requires quantity surveyor’s insight view and analysis on the information from various
sources. However, throughout the building process quantity surveyors make decisions
based on subjective judgments about the value and quality of the information; still they
rarely find the key information to get the task done. The value and quality of
information are both different in nature; information quality is context-independent,
while the value of information content-dependent. The quality and value of information
are inherently difficult to quantify, and so there is a lack of methodologies on assessing
information value and quality. The research poses the following challenges to quantity
surveyors: "How can we identify high value information within quantity surveying
firms? Is it possible to establish a filter mechanism to record the high value information
for reusing and help quantity surveyors judging the value of information?" This paper
looks to investigate quantity surveyor’s information life-cycle within design centre
environment. Investigation throughout people, process, and technology indicate that
existing working flow is hard to be changed. At current stage of BIM, its contribution is
focusing on bills of quantities. Because of lacking of a sufficient filter mechanism,
quantity surveyor can not provide the insight view of information, where already been
recorded throughout construction project process, e.g. Life Cycling Costing (LCC).
Technology is available on providing such service, but the development on such system
is stopped.
Keywords: value of information, quantity surveyor, building information
modelling (BIM), Life Cycling Costing.
Introduction
Quantity surveyors exist everywhere in the construction industry (Poon 2003).
Conventionally, quantity surveyors’ services are utilizing at the stage of costing a
design, e.g. the preparation of preliminary estimates and feasibility studies, cost plans
and schedules; and the production of procurement and construction documentation.
(Ashworth & Hogg, 2007) Due to increasingly sophisticated computer applications, e.g.
Microsoft Excel, Buildsoft, and Computer Aided Taking-off (Matipa, Kelliher, &
Keane, 2008), as well the emerging of Building Information Modeling (BIM), quantity
surveying is argued to be a dying profession. (Aouad et al., 1993; Olatunji, Sher, & Gu,
2010) Notwithstanding the observation shows that there has been a suppressed demand
for the essentially traditional and technical skills of surveyors(RICS, 2002), ‘costing a
design’/’design to a cost’ is still where quantity surveyor can contribute their knowledge
and skill. The main reason is that it is difficult to produce estimation at conceptual stage
(Matipa et al., 2008) because they require the ability not to count the bricks, windows,
and doors but the ability to presume the specific product information in line with the
designing concepts. However, quantity surveyors are struggling on meet the demand for
‘value for money’ by wasting their time on measuring and lacking of the insight of
information. Regarding measurement, not till recently, quantity surveyors typically
begin by digitizing the architect’s drawings, or importing their CAD drawings into a
Computer Aided Taking off(CATO) package, or doing measurement manually, where
consuming 50~80% of quantity surveyor’s time spending just on quantification. (Revit,
2006; Sabol, 2008) On the other hand, concentration on technology over last 20 years
(National Computing Centre, 2010) leads to the development of object-oriented CAD
and a further step to BIM, which offers a common information repository for all
participants, including quality, time and cost information together. BIM is claimed to
release quantity surveyor from the tedious task of quantifying, and allows them to focus
on higher value project-specific factors, e.g. identifying construction assemblies,
generating pricing, factoring risks etc. (Barker, 2011; Matipa et al., 2008; Matthews,
2011; Revit, 2006; Sabol, 2008) Although BIM is academic sounds, and opens
opportunities for quantity surveyor concentrating their attention on high-value factors,
but the responds from industry is not good as we expected (Howell & Batcheler, 2005).
“BIM is best viewed as just one of many purpose-built models, as a ‘source’ of information about the building, rather
than being viewed as a ‘destination’ for every item of information about the project.”
From this point of view, BIM is a concept for organizing and sharing building
information, which are far from fully mature as well. The level of detail is still varying
depending on the project phase. (Sabol, 2008) suggested that
‘Firms employing BIM will need to develop methods and standards for object development that support the level of
detail required for useful estimates, as well as provide a framework for providing consistent information for the BIM
components tallied by cost estimators’.
Regarding the technological part, there are varies applications lead BIM to Costing, e.g.
Application Programming Interface (API), and ODBC connection (Revit, 2006), which
all depend on production of consistent shared information across the project. It is crucial
that populate the database with the relevant information, as if information is incomplete
or out of date or inaccurate, the representations and coordination can be misled. (Harty,
Throssell, Jeffrey, & Stagg, 2010) Consequently, it leads to a fundamental question
‘What information must be exchanged by parties in order to meet their respective
responsibilities?’.(Chiara & Talbot, 2006) BIM assemble and shape various actors
involving in the project, and brings a new way of managing information and
collaborating throughout the project. Information will not necessarily be scarce in BIM,
though well-analysed, well presented, and well-disseminated information is not always
available. It is prudent to evaluate information, not only of quality but also value for
consolidating the use of BIM. Thus a sufficient information evaluation methodology, to
filter high value information for reuse, retain, and accumulate, is urgently required in
quantity surveying organisations.
BIM in Reality from a perspective of QS
Searching for a definition of BIM, which varies at the beginning, different software
vendors provide varies definitions. (Raic Practice Building, 2007) Till recently,
academics and industry participants reached the consensus that incorrectly seen as a
technological solution to object-oriented CAD, BIM’s core heart is sharing and
exchanging information. BIM is placing ‘information’ at the heart of the construction
process(National Building Specification, 2011; National Institute of Buidling Sciences,
2007), where enhanced visualization and automatic scheduling is a side part. National
Building Specification (2011) also revealed that 45% responds just aware of BIM, plus
13% aware and currently using BIM, by holding the definition that
‘Building Information Modelling is the process of creating and using electronic data models of buildings to facilitate
a co-ordinated understanding of a broad range of real world building issues, both as a design/specification tool and as
an analytical tool for achieving statutory approvals or client driven performance requirements.’
People
Nowadays, the key difference between recent debate and the original one is that BIM is
being used on some major projects universally, e.g. the Freedom Tower in New York
City, BIM solution: Autodesk REVIT (Autodesk, 2005), The Bart’s and The London
Hospital project, BIM solution: Autodesk Architectural Desktop(Harty et al., 2010),
refurbishment of the Sydney Opera House, BIM solution: Bentley’s BIM tools(Bentley,
n d), and the Eureka Tower in Melbourne, BIM solution: Graphisoft’s
ArchiCAD(GRAPHISOFT, 2002). Without commenting on any one specific BIM
system, it does serve well to demonstrate some of BIM’s inherent limitations by
studying these live projects. (Howell & Batcheler, 2005)
Figure 1 QS Working flow with BIM implementation (adopted from (Xu & Tang, 2011))
Standard Methods
of Measurement
Tangible Information Entity:
E.g. Taking off
Bill of quantities
Context-bearing
E.g. Title
Along
with
stan
dard
s
Quantity surveyor
Using CATO etc.
Measurements on
buildings
Informatio
n
Fragment
Viewed as
Information
Object
Viewed as
Data
Viewed as
Tangible container:
Drawings
(with physical feature of building
And their meaningful relationship)
Intangible
Information
Entity:
Knowledge
Alie
n w
ith B
uild
ing
Info
rma
tion
Mo
de
ling
Tangible Information Entity:
E.g. Taking off
Bill of quantities
Context-bearing
E.g. Title
Checking on SMM
Measurements on
buildings
Informatio
n
Fragment
Viewed as
Information
Object
Viewed as
Data
Viewed as
Building Information Model
API, ODBC connection
Alo
ng w
ith
stan
dard
s
Literature review on the lessons learned from these real project, as well considering
BIM from a measurement and costing perspective, figure 1 above shows the comparison
between traditional workflow within quantity surveying firm and workflow in BIM
solutions, on the left is the traditional working flow of quantity surveyors, which
interpreting drawings manually, however, with inexorable advance of computing
technology, quantity surveyor’s productivity is improving by Computer Aided Taking
off (CATO). BIM solutions, which mainly consist of object-oriental CAD, is claimed to
automate the tedious task of quantifying. However, the reality is that BIM data still need
to be filtered that they can comply with the rules, the Standard Methods of
Measurement(SMM). (Olatunji et al., 2010) Therefore, quantity surveyors still need to
spare times on measurement by checking their compliance with SMM. Additionally,
figure 1 also implies one limitation that being discovered from live project, which is
sharing BIM information as drawing files. This phenomenon is against the definition of
BIM, but existing in the real world. (Howell & Batcheler, 2005) This discussion is
beyond this research, but address the problem that it is not reasonable to expect that the
use of BIM can influence or abandon the project team’s individual work process, or
switch the tools they familiar with.
Process
During traditional process of construction project, accurate, practical costing
information is difficult to be defined, especially in the early stages, e.g. preliminary
design. With the adoption of BIM, which a new concept on organizing information
throughout project, project information at these early stages is still general and at a high
level, e.g. number occupants, gross square feet area, and enclosed volume. Standard
CAD, Object-oriental CAD, and now BIM, technologies have provided information far
in excess of what is needed. Detailed and poor organized models can confuse decision-
making, unless delineating what information is required to support the decision-making
processes.
Figure 2 Quantity surveyor’s service during phases of construction project
Pre-Project Planning Preliminary Design Design Bidding Procurement Construction Operations
Info
rma
tio
n S
erv
ice
sB
IM im
pa
ct o
n c
ost
Info
rma
tio
n g
en
era
ted
by p
ha
se
sB
IM M
od
el L
eve
l
(Pro
po
se
d)
0%
20%
40%
60%
80%
100%
120%
General Conditions Structural Mechanical, Electrical, Plumbing Finishes Overall
Cash flow analysis
· General Conditions
· Overhead and Profits
· Management fees
· Design Contingency
· Escalation
Construction· Sitework
· Foundations
· Floor systems
· Columns
· Roof systems
· Exterior wall
· Interior wall
· Exterior Glazing
· Doors
· Specialties
· Conveying system
· Plumbing
· Fire protection
· Heating, Ventilating
· Air conditioning
· Electrical
Building Related
Costs· Operation
· Maintenance
· Replacements
· Alterations
Building Related
Costs· Financing
· Taxes
Life Cycling Costing· Non-building Costs
· Building Related Costs
· Building Costs
Building Costs· Site development
Non-Building Costs· Administration
· Financing
· Legal
· Surveys
· Land purchase
· Fees
· Furniture & Equip.
· Contingencies
Building Costs· Architectural
Building systems
Building Costs· Structural
Building systems
Building Costs· Mechanical
Building systems
· Electrical
Building systems
Exporting quantities
And
components informationPricing feedback
Pricing feedbackExporting quantities
Track changes
Discrepancy feedback
Value for money Analysis
Lesson learned database
Variation orders Certificates
Certification of Payments
Final
Account
Variation
orders
Valuation
Pricing
Tendering
DocumentsContract
Cost plan Bills of Quantities
Cost Estimation
A study had been conducted throughout the construction project phases to reveal the
contribution of BIM on the quantity surveyors’ work. (See above Figure 2) Start from
cost plan, at the conceptual level, costing is generally based on templates from past
project experience, or on standard square foot costs based on project type, region, or
type of construction, where impossible on counting of individual pieces. With the
development of project definition, cost plan (e.g. ‘standard cost $ × sq. ft.’) turns into
cost estimation, where bill of quantities can be conducted. Additionally, cost estimation
should extract certain information from cost plan, in other words, split ‘standard cost$’
into elements pricing, and split ‘sq. ft.’ into bill of quantities. Apparently, at the initial
phases, the information is vogue, and the bill of quantities is roughly calculated, where
the elements are more likely an unspecified none, e.g. doors, windows, etc. The level of
detail depends on the phase of the project, from ‘door’ to ‘flush door’ to ‘5-Ply Particle
Core WDMA Extra Heavy Duty PC-5 Flush door’, where end with a well-defined level
of detail. In BIM situation, this information can be acquired from model automatically,
where claimed to save 50~80% quantity surveyors’ working time. (Sabol, 2008) On the
other hand, pricing is where quantity surveyors play the state of art, as obviously keep
the consistence on pricing from ‘door’ to ‘5-Ply Particle Core WDMA Extra Heavy
Duty PC-5 Flush door’ is very difficult and majorly depends on personal experience.
Proceeding to next phase, cost estimation consist of two single parts, which are bills of
quantities and pricing, when cost estimation phase enter into Class 1, or the Level of
project definition has been reached 50~100% (Bates et al., n d), bill of quantities and
pricing should be extracted into tendering documents for conducting estimation on
bidder price. After bidding process, both of bill of quantities and pricing have been
agreed between contractor and clients, where turns into contract documents. This
documents will be proceed, plus the difference to contract (Variation orders), to final
account.
From above figure 2, it is obviously that information is transmitted throughout the
phases, and the process should be integral. In literature, ‘cost plan’ should be consistent
with final account within a certain variable, where in line with contract types. In other
words, review ‘cost plan’ as a ‘Top-down’ estimate, where should meet with final
account, which can be regarded as a ‘Bottom up’ estimate, to some extent. A further
investigation has been conducted into information requirement of life cycling costing,
where consist of building related costs, non-building costs, and building costs.
Additionally, these three terms can be split into more detailed slots. Apart from the
requesting on these information at the beginning phases, these information is
progressive, in other words, it only can be provided out during different phases. Before
it actually happened, even specified in contract, the ‘information’ are made from all
participants’ presumption and expectation. It is widely acknowledged that the reason
why whole life costing has not been more widely used is to be the lack of appropriate,
relevant and reliable historical cost information and data. (Ashworth & Hogg, 2007)
Suermann (2009) conducted a Key Performance Indicators (KPIs) survey on BIM, 83.7%
respondents said that BIM improves cost of general conditions, structural, mechanical,
electrical, plumbing, and finishes. With a further interpretation on the original data, the
contribution of BIM on providing accurate information is focus on Mechanical,
Electrical, Plumbing phases, where the project is on constructing. It is said that Pre-
project planning, preliminary Design, and Design phases are the three most important
phases that have ability to impact cost and functional capabilities dramatically, where
leaving these decision stages with loads of assumptions will highly influence the cost of
design changes. (The Construction Users Roundtable, 2004) However, to author’s
knowledge, apart from operation, maintenance, replacements and alterations cost
information, the rest of the information are all contained in the information services
where quantity surveyor provided. Because of without a sufficient filter mechanism,
they are all drawn in these paper documents. Additionally, information technology is
helping us on converting paper-based documentation to the Electronic Document
Management System (EDMS), where can be an automated process on analysing data.
Technology
Traditional information and communication technology approaches to sharing static
project information via file exchange, e.g. .dxf, .dwf, and .pdf, do not transfer the
dynamic object intelligence, where requires quantity surveyor to put their efforts on
measurement. To current stage of BIM, where objects and assemblies can be encoded
into the model to some extent, cost applications can harvest information from BIM
objects, and to really appreciate the true benefits of BIM, the information in the models
must be coordinated with information in master specification systems. (Gu, Singh,
London, Brankovic, & Taylor, 2008; National Institute of Buidling Sciences, 2007)
As discussed in previous section, it is not reasonable to expect that the use of BIM can
influence or abandon the project team’s individual work process, or switch the tools
they familiar with. Quantity surveyor requires a mechanism to cull object information
from the model, identify and export such information and quantities, e.g. assemblies,
and families, to their purpose build models. Additionally, such mechanism is suggested
to be bi-directional to gradually consolidate the database of alternatives and
substitutions of design models within BIM. (Sabol, 2008) Furthermore, such filter
mechanism can be accomplished in several approaches, e.g. Application Program
Interface (API), Open Database Connectivity (ODBC), and Industry Foundation Classes
(IFC).
BIM acts as a common information repository for all project participants, where multi
parties can tap into a construction project, and derive object information for their
purpose or tasks, such as environment test, energy consumption analysis, and costing
analysis. Therefore, BIM data must consistent with purpose-built models, where raise a
hypothesis that BIM can be and should be an open database for project information, and
allow the re-use of project data which has already been created during the process and
thus ensure consistency between each of these purpose build models as different
representations of the same building. In other words, is there a need for BIM database to
filter high value information, furthermore to sort them for particular user?
Value for Money, Money for Information
Clients pay massive fees for Quantity surveyor’s information based service on ‘Value
for Money’. However, it is interesting to address that quantity surveyor struggling on
the accurate measurement of quantities for decades, where is the barrier on getting the
insight view of information, and BIM now is providing the capability to release quantity
surveyor on counting components of building, and improving the accuracy on cost
information throughout the entire building lifecycle. At current stage of BIM, automate
bill of quantities is where BIM contributes, it promises to free quantity surveyors to
focus on higher value tasks. It is time for quantity surveyors to chase ‘Value for
Information’.
Value for Money (VfM), as we all know, in simple, is that obtaining the maximum
benefit with the resources available, where apply this definition into ‘information’ term,
it can be that obtaining the maximum benefit with the information available.
Figure 3 Value for Information(adopt from (Improvement and Development Agency, 2010))
Value for Information
Economy Efficiency Effectiveness
Cost Input Output Outcomes
Table 1 Value for Information(adopt from (Improvement and Development Agency, 2010))
Economy
is what goes into
providing a service, such
as the cost on storing,
searching, and achieving
information.
Cost
reducing costs for the same outputs
Input
reducing inputs (eg, people, materials, time, effort) for the same outputs
Efficiency
is a measure of
productivity ie, how much
you get out in relation to
what is put in. Output
getting greater outputs with improved quality (eg, extra service or productivity) for the same inputs
Effectiveness
is a measure of the
impact that has been
achieved, which can be
either quantitative or
qualitative.
Outcomes
getting proportionally more outputs or improved quality in return for an increase in resources.
Discussion on Value for Information can be started from three terms, Economy,
Efficiency, and Effectiveness. Firstly, Economy is the cost on storing, searching, and
achieving information, where we have invested money over last two decades. (National
Computing Centre, 2010) The development on the software is reducing inputs for the
acquisition, storage and processing of data, where also improving the efficiency.
However, there is a lack of information assessment methodology within quantity
surveying firms to record high value information for reusing and helping quantity
surveyors study on historical data of buildings, and then provide the value for
information.
Conclusion
Ideally, BIM is an open database for exchanging building information, is a central
detailed intelligent information database. BIM provide the capacity on breaking down
the inherent barrier on communication between all participants. Regarding the Quantity
surveying profession, it is essential to develop processes and methods throughout
project phases for using BIM-based costing, otherwise sharing BIM as drawings with
intelligent information will be another phenomenon. On the other hand, it is
unreasonable to expect that using BIM can influence individual work process or switch
their familiar tools, therefore, exporting components information for cost application is
also important. Furthermore, this leads to an urgent question on how to keep consistence
on the information services from quantity surveyors.
We can conclude that information regarding Life Cycling Costing (LCC) can be all
recorded by BIM database. However, at current stage of BIM, these information is not
well organized, well presented for quantity surveyor and other participants to reuse and
to setup lesson learned database, where preventing the development on Value for
Information. Technology is reducing costs and inputs for the same outputs, but for
getting greater outputs and more outcomes, where is quantity surveyor’s looking for
value for information.
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