IPD/BIM & Commissioning: The Future is Now

2013 IPD / BIM Symposium

Shane Nault, PE, CEM, CxA, LEED AP BD+C

President Building EnergetiCx, PLLC

Allen Angle VDC-FM Integration Manager Business Resource Group

The AIA Charlotte is a Registered Provider with The American Institute of Architects Continuing Education Systems (AIA/CES). Credit(s) earned on completion of this program will be reported to AIA/CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request. This program is registered with AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.

AIA Quality Assurance

Course Description

Commissioning is a process that enhances the delivery of a project and benefits the entire project team.. Weaving the commissioning process into an Integrated Project Delivery (IPD) project should be a natural fit because it involves more participants at an early phase and encourages communication and collaboration throughout the project life. This course will provide a brief introduction to the commissioning process and how the emergence of cloud based commissioning integrates with the BIM and IPD. We will review the commissioning process for design-bid-build compared to design-build, review the commissioning deliverables, review the document turnover process, introduce cloud based commissioning, and how all this relates to facility management.

• Participants will understand the commissioning process and how it integrates with the overall project life cycle.

• Participants will be introduced to how IPD and Commissioning can work together.

• Participants will understand the different commissioning deliverables and documents provided on a project and how they can benefit the owner.

• Participants will be introduced to Cloud Based Commissioning.

Learning Objectives

Important Principles of IPD

0% 10% 20% 30% 40% 50% 60%

Early Involvement of Key Participants

Mutual Respect/Trust

Collaborative Innovation/Decision Making

Open Communication

Mutual Benefit/Reward

Early Goal Definition

Organization and Leadership

Intensified Planning

Appropriate Technology

53%

45%

43%

42%

24%

24%

24%

21%

13%

Research by Markku Allison, AIA

Collaboration

IPD Overview

CM

O

A

Owner

Construction Manager Architect

IPD (collaboration)

• “Pure” IPD

• “IPD-ish”

• Open “Collaboration”

“A quality-focused process for enhancing the delivery of a project. The process focuses on verifying and documenting that the facility and all of its systems and assemblies are planned, designed, installed, tested, operated, and maintained to meet the Owner’s Project Requirements.” ASHRAE Guideline 0-2005, The Commissioning Process

Commissioning

Commissioning Philosophy

Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results. —Andrew Carnegie

Varying Perspectives

Reveals Information

Right or Wrong?

Equifinality • Variety of Solutions

Eliminates Blind Spots

More Perspectives the Better

Principle of Complimentary

Social Commissioning

Communication •Open / Frequent

Common Goals •Mutual Benefit

Relationships •Establish •Respect / Trust

Keys to Success

IPD & Commissioning encompasses “All”

IPD & Commissioning helps fill the gaps in coordination

Define and Measure Project

Outcomes

Goals

Standards

Energy Quality

Operation

IPD and Cx Working Together

IPD and Cx Working Together

Effo

rt

Typical ‘Value’ Engineering !

Strategy Design Construction Operation

25% 75%

Life

cycl

e co

st

Virtual Building Design Proposed Entry

Influence vs. Cost Curve

Commissioning Workflow

Commissioning Workflow

•Greater Opportunity for Impact (Cost / Design) •Communication, Coordination, and Cooperation

Implement the Cx Process Early

•Owners Project Requirements •Benchmarks

Begin with End in Mind

•Equipment Information •Setup Database (BIM) •System Manual Requirements

Establish Project Requirements

•Link Phases of Design and Construction •Ensure Quality of Building Systems •Building Turnover Suited to the Owners Operation Requirements

Results

Commissioning Process and IPD

Commissioning Deliverables

What Are the Commissioning Deliverables?

OPR / BOD Review

Design Review Report

Commissioning Plan

Provision of Commissioning Specifications

Cx Testing / Training Requirements

Pre-Functional Verification Test Checklists

Cx Issues Log /Action Items

Meeting Minutes / Site Visit Reports

Functional Performance Testing

Progress Reports

Submittal Review Comments

Systems Manual

Final Commissioning Report

Building Operations Review

Typical Building Life Cycle

Document Turnover

• Why / How / When • Handover Requirements

• BIM Close Out Deliverables • Commissioning Documents • LEED Documents • O&M Documents • Operations & Support

Information

• Digital Management Exchange Guidelines

Document Turnover

• Owner Driven • Implementation • Execution Protocol

Integrated projects often rely on cutting edge technologies. Technologies are specified at projects initiation to maximize functionality, generality and interoperability. Open and interoperable data exchanges based on disciplined and transparent data structures are essential to support IPD. Because open standards best enable communication among all participants, technology that is compliant with open standards is used whenever available.

Principle of IPD - Technology

Appropriate Technology

Principle of IPD - Technology

Technology Data Exchange

Improve User Experience

Improve Collaborative Experience

Provide Transparency

Sustainable – Paperless

Efficient – Real Time

Equipment Management

Cloud Based Commissioning

Web based software that is used to managed the commissioning process

Cloud Based Commissioning

Cloud Cx

Owner

Architect

MEP Engineer

General Contractor

Mechanical Contractor

Electrical Contractor

TAB Agency

Cx Agent

O&M Staff

Everyone is involved in the process

Transparency

Shared Documents

Shared Responsibility

Openness

Cloud Based Commissioning

Sustainable

Efficient (Simple) • Intuitive / Easy to Use

Highly Organized

Accessibility

Instant Reports and Updates

Cloud Based Commissioning

Asset Management •Track Related Issues •Access Checklists •Access Functional Test

Results •Access O&M Information •Add Model and Serial

Numbers • Integrate with FM

Software

Scanning / Bar Coding

Preventative Maintenance •Access to Information

Cloud Based Commissioning

Cloud Based Commissioning

Equipment Data, Operating Parameters and final Commissioning Reports

Facility Management

People Employees Occupants Vendors

Space Properties Buildings Floors Rooms

Things Infrastructure Furnishings Finishes

Facility Management means many things to many people. Primarily, it involves the management of the People, Spaces and Things that make-up our facilities.

What is Facility Management…really?

Facility Management

Minimize paper-based processes, and collaborate digitally.

Check for and manage interferences between trades, digitally.

Create a culture of trust and sharing.

Involve all team members in design meetings, including contractors.

Institute building information modeling.

Facilitate collaboration.

Set up contract mechanisms that enable open collaboration.

Communicate design ideas using 3D visualization to keep everyone aligned.

Facility Management Goals

BIM & IWMS Integration Options

ODBC

• Read Through Revit DB Link • Handover

• Read Compliant BIM Source • Handover • Spreadsheet

COBie

• Bidirectional Link • Real-Time Updating • Data Validation • Controlled Database

Direct BIM Integration

Revit CMMS/IWMS

Integrated Data & Management

BIM during Operations and Maintenance?

Workflow - Maintain Space Inventory

Building documentation

Maintenance manuals and schedules

Asset Management

Equipment Inventory

Questions / Discussion

How To Reach Us

Shane H Nault PE, CEM, CxA, LEED AP BD+C

Building EnergetiCx, PLLC 13016 Eastfield Road, Suite 208 Huntersville, NC 28078 Phone: (704) 608-4617 E-Mail: s.nault@buildingenergeticx.com Web site: www.buildingenergeticx.com Twitter: @bldgenergeticx

Allen Angle

Business Resource Group 10440 N. Central Expressway, Suite 1150 Dallas, TX 75231 Phone: (214) 777-5123 E-Mail: aangle@brg.com Web site: www.brg.com Twitter: @ILM_BRG & @allenangle