BCSA GUIDE TO BUILDING INFORMATION MODELLING

CONTENTS

1. Introduction Page No 3

2. Glossary of terms Page No 5

3. The fundamental principles of BIM Page No 7

4. Pre-qualification and pre-contract questionnaires Page No 10

5. Construction Industry Council (CIC) BIM Protocol Page No 27

6. BIM Execution Plan Page No 31

7. Information provided to the steelwork contractor (during design/delivery) Page No 41

8. Information provided by the steelwork contractor (during design/delivery) Page No 43

9. Construction to Building information exchange file (COBie) Page No 45

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1. INTRODUCTION

On 31 May 2011 the Cabinet Office published the Government Construction Strategy which announced the Government’s intention to require ‘collaborative 3D Building Information Modelling (BIM)’ on all of its projects by 2016.

The detailed requirements for delivering a construction project using BIM are set out in PAS 1192-2: 2013 ‘Specification for information management for the capital/delivery phase of construction projects using building information modelling’.

BIM is commonly considered to be equivalent to 3D modelling and while 3D modelling is a key part, BIM is wider than this. BIM is best described as ’a process for controlling the sharing of electronic information at every step in the construction process from concept through design, construction, handover, maintenance and demolition’.

On a BIM project there are a number of key information transfer requirements at a variety of different stages in the construction process. The figure below provides an outline of the information transfer relevant to steelwork contractors at each stage of a BIM project. Inputs and outputs which are typically standard for any construction project are shown in italics, whilst information which is additional when working on a BIM project are shown in bold.

BCSA has reviewed the main BIM inputs and outputs required at each stage of the process and developed a series of examples and supporting information to help BCSA members understand the BIM process, complete the various BIM questionnaires and help define the information that the steelwork contractor is required to provide.

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Information Transfer Summary

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2. GLOSSARY OF TERMS

The standards and documents that support Building Information Modelling are littered with a plethora of terms that may not be familiar to the majority of steelwork contractors. For anyone working in this area it is essential they have a rudimentary grasp of these terms to fully understand BIM.

To assist members BCSA has put together a list of the main BIM terms together with simple, understandable explanations.

As-built Record drawings and documentation defining deviation to the designed information occurring during construction at the end of the project (as defined by PAS 1192- 2:2013). For the purposes of steel construction as-built means the geometry plus tolerances from rolling, fabrication and erection Asset Information Discipline of managing asset-related organisational data and information to a Management (AIM) sufficient quality to support organisational objectives (as defined by PAS 1192-3:2014) Asset Information Maintained information model used to manage, maintain and operate the asset (as Model (AIM) defined by PAS 1192-2:2013) OR structured and unstructured data and information that relates to assets to a level required to support an organisation’s asset management system. An AIM can relate to a single asset, a system of assets or the entire asset portfolio of an organisation (as defined by PAS 1192-3:2014) Attribute Piece of data forming a partial description of an object or entity (as defined by PAS 1192-2:2013) Author Originator of model files, drawings or documents (as defined by PAS 1192-2:2013) BIM Execution Plan Plan prepared by the suppliers to explain how the information modelling aspects of a (BEP) project will be carried out (as defined by PAS 1192-2:2013) CIC Scope of Services Multi-disciplinary scope of services published by the Construction Industry Council (CIC) for use by members of the project team on major projects (as defined by PAS 1192-2:2013) Clash Detection Detection of possible collisions between elements in a building information model which would not otherwise be desired or buildable on site Clash Rendition Rendition of the native format model file to be used specifically for spatial coordination processes. To achieve clash avoidance or to be used for clash detection (as defined by PAS 1192-2:2013) Client Individual or organisation commissioning a built asset (as defined by PAS 1192- 2:2013) COBie (Construction Structured facility information for the commissioning, operation and maintenance of Operation Building a project often in a neutral spreadsheet format that will be used to supply data to the information exchange) employer or operator to populate decision-making tools, facilities management and asset management systems (as defined by PAS 1192-2:2013) Common Data Single source of information for any given project, used to collect, manage and Environment (CDE) disseminate all relevant approved project documents for multi-disciplinary teams in a managed process (as defined by PAS 1192-2:2013) Data Information stored but not yet interpreted or analysed (as defined by PAS 1192- 2:2013) Design Lead Role of setting design standards and coordinating the design Design Intent Model Initial version of the project information model (PIM) developed by the design suppliers (as defined by PAS 1192-2:2013) Document Information for the use in the briefing, design, construction, operation, maintenance or decommissioning of a construction project, including but not limited to correspondence, drawings, schedules, specifications, calculations, spreadsheets (as defined by PAS 1192-2:2013) Drawing Static, printed, graphical representation of part or all of a project or asset (as defined by PAS 1192-2:2013) Employer’s Information Document setting out the information to be delivered, and the standards and Requirements (EIR) processes to be adopted by the supplier as part of the project delivery process (as defined by PAS 1192-2:2013)

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Federated Model Model consisting of connected but distinct individual models (CIC BIM Protocol. First Edition. 2013) Graphical Data Data conveyed using shape and arrangement in space (as defined by PAS 1192- 2:2013) Industry Foundation Vendor neutral open data exchange specification. It is a file format developed for the Classes (IFC) construction industry and is commonly used in Building Information Modelling to facilitate interoperability between software platforms. Originally developed by International Alliance for Interoperability (IAI) – now renamed Building SMART International. Information Representation of data in a formal manner suitable for communication, interpretation or processing by human beings or computer applications (as defined by PAS 1192-2:2013) Information Exchange Structured collection of information at one of a number of pre-defined stages of a project with defined format and fidelity (as defined by PAS 1192-2:2013) Information Tasks and procedures applied to inputting, processing and generation activities to Management ensure accuracy and integrity of information (as defined by PAS 1192-2:2013) Information Manager Person appointed, initially by the Employer, to perform the Information Management Role. (CIC BIM Protocol. First Edition. 2013) Information Model Model comprising: documentation, non-graphical information and graphical information (as defined by PAS 1192-2:2013) Information Modelling Use of data to provide information through better understanding, by applying logic or mathematical functions to derive new data (as defined by PAS 1192-2:2013) Interoperability In the context of BIM is the ability to manage and communicate electronic product and project data between collaborative firms systems and software successfully Levels of Definition Collective term used for and including “level of model detail” and the “level of information detail” (as defined by PAS 1192-2:2013) Master Information Primary plan for when project information is to be prepared, by whom and using Delivery Plan (MIDP) what protocols and procedures, incorporating all relevant task information delivery plans (as defined by PAS 1192-2:2013) Model File Native, proprietary format, CAD file that can be a 2D or 3D model (as defined by PAS 1192-2:2013) Project Information Information model developed during the design and construction phase of a project, Model (PIM) consisting of documentation, non-graphical information and graphical information defining the delivered project (as defined by PAS 1192-2:2013) Project Implementation Statement relating to the suppliers’ IT and human resources capability to deliver the Plan (PIP) EIR (as defined by PAS 1192-2:2013) Reference file CAD model file associated or linked with another CAD model file. Also referred to as an “X-ref” (as defined by PAS 1192-2:2013) Supplier BIM Form conveying the capability and experience of a supplier to carry out information Assessment Form modelling in a collaborative environment (as defined by PAS 1192-2:2013) Supplier IT Assessment Form conveying the capability and IT resources of a supplier for exchanging Form information in a collaborative environment (as defined by PAS 1192-2:2013) Supply Chain Resource Form summarising the human resource and IT capability of each organization in a Assessment Form supply chain (as defined by PAS 1192-2:2013) Task Information Federated lists of information deliverables by each task, including format, date and Delivery Plan (TIDP) responsibilities (as defined by PAS 1192-2:2013) Virtual Construction Subsequent version of the project information model developed from design intent Model (VCM) model by the construction supplier and their supply chain (as defined by PAS 1192- 2:2013) Volume Manageable spatial subdivision of a project, defined by the project team as a subdivision of the overall project that allows more than one person to work on the project models simultaneously and consistent with analysis and design process (as defined by PAS 1192-2:2013). Note: this term is defined as “zone” in BS 1192:2007

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3. THE FUNDAMENTAL PRINCIPLES OF BIM

Building Information Modelling (BIM) is a process for controlling the sharing of electronic information throughout the construction process. Within this process there are different degrees of data creation, processing and sharing which are widely referred to as ‘Maturity Levels’. From 2016 the Government requires ‘Level 2 BIM’ to be used on all of its construction projects.

The different BIM Maturity levels are described below, together with what constitutes ‘BIM Software’ and the process used to develop, store and share 3D models. Finally the method used for identifying the level of refinement in a 3D model is described.

BIM Maturity Levels The term ‘maturity’ can be confusing when used in this context as it is an unfamiliar term for most people in the construction industry. When used to define a BIM process the term maturity is being used to indicate the degree of collaboration. There are a number of different maturity levels, the most well known of which are defined in the table below.

Maturity Levels

Maturity Level 0 Level 0 is the use of 2D CAD files for production information without any real reference to common standards and processes. Maturity Level 1 Level 1 acknowledges the use of both 2D and 3D information on projects, however where 3D information is used it is not being used collaboratively between team members. This form of BIM where parties use 3D models in isolation is frequently referred to as ‘lonely BIM’. Maturity Level 2 Level 2 requires fully collaborative 3D BIM with all project and asset information, documentation and data being electronic, necessitating the production of 3D information models by all key members of the integrated team. It is not an essential requirement that these models co-exist in one single model environment.

A simple way to look at this is that information or ‘construction data’ that is produced at Maturity Level 2 is created and used in a more collaborative way than construction data produced at Maturity Level 1. It is important to understand the different Maturity Levels to fully appreciate the impact that the Government requirements for Level 2 BIM (ie Maturity Level 2) will have on the industry.

Software In general the software used for the 3D modelling aspect of BIM is design software not drawing software. The term BIM software is a misnomer and often leads to confusion that additional software is required. The vast majority of the design/drawing office software used by steelwork contractors is fine. BIM software is any software application that can manipulate objects and has the ability to import/export data to other software applications.

A key aspect of BIM is the transition from working with documents to working with data by using the digital environment where information is recorded and stored electronically. This aspect of BIM requires a platform to store and share data. Web-based software (such as 4 Projects, BIW Technologies, BuildOnline, Aconex etc) can be used as a service platform to store and share electronic project-related information between different members of the project team working in different locations. This technology replaces sets of data held locally by individual members of the project team and allows authorised team members access to the relevant information.

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Modelling Each key member of the project team, including the steelwork contractor, is required to produce a 3D model of their scope of work (ie the steel frame) based on the original coordinated model provided. The individual 3D models developed by each key member of the project team are then transferred to a single electronic platform (usually managed by the Principal Contractor), where they are linked together to create what is known as a ‘Federated Building Information Model’.

Linking the models this way allows each project team member to work with related data in using their own 3D software. It also provides a means to coordinate the design and to detect any clashes.

Outline of the Modelling Process

Lead Designer coordinates information with engineering consultants during the |1 design process Coordinated design information in the form of a 3D model together with any |2 supplementary non-geometric specification information is assembled as a coordinated design model Coordinated model content is filtered to contain only supplier relevant information |3 such as the steel frame and issued to individual specialist contractors as they become engaged as a Project Information Model (PIM) Specialist contractors each create independent 3D models representative of their |4 own scope of work based on the original coordinated model information issued to them Individual models are coordinated by the Principal Contractor using clash checking |5 applications Architect and Engineering Consultants use coordinated model information to check |6 detailed design information and provide approvals as required Once approved coordinated model information is amalgamated in the ‘Federated’ |7 Building Information Model Specialist Contractors complete ‘Virtual Construction Models’ for their own |8 individual manufacturing purposes and construction as required Once built, ‘as constructed’ geometric and non-geometric model information is |9 issued by specialist contractors to Principal Contractor

Level of Development (LOD) The refinement of the design information will change throughout the construction process. For example the design information available at the ‘Design Concept’ stage is unlikely to contain detailed information about the connections. Whereas the design information at ‘Handover and Close Out’ will be an accurate record of the structure containing all the information required for operation and maintenance. It is therefore essential to know what level of refinement is being passed from one project team member to another. The ‘Level of Development (LOD)’ concept is used to define the degree of refinement.

There are six levels of development and each one is described below. A steel column base has also been included as a visual reference to the level of development at each of the six stages.

Project Stage 1 – Brief

Model information communicating the brief, performance requirements, performance benchmarks and site constraint (no visual equivalent at this stage). It is unlikely that Steelwork Contractors would be involved at this stage unless working on a turnkey design and build contract.

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Project Stage 2 – Concept

Models which communicate the initial response to the brief, aesthetic intent and outline performance requirements. The model can be used for early design development, analysis and coordination. Model content is not fixed and may be subject to further design development. The model can be used for coordination, sequencing and estimating purposes. It is unlikely that Steelwork Contractors would be involved at this stage unless working on a turnkey design and build contract.

Project Stage 3 – Definition

A dimensionally correct and coordinated model which communicates the response to the brief, aesthetic intent and some performance information that can be used for analysis, design development and early contractor engagement. The model can be used for coordination, sequencing and estimating purposes including the agreement of a first stage target price.

Project Stage 4 – Design

A dimensionally correct and coordinated model that can be used to verify compliance with regulatory requirements. The model can be used as the start point for the incorporation of specialist contractor design models, and can include information that can be used for fabrication, coordination, sequencing and estimating purposes, including the agreement of a target price/guaranteed maximum price. Dependent on the precise nature of the project and contract conditions, the information provided to a Steelwork Contractor for the delivery of

a traditional steel framing package of work is likely to be information at this stage.

Project Stage 5 - Build and Commission

An accurate model of the asset before and during construction incorporating coordinated specialist subcontract design models and associated model attributes. The model can be used for sequencing of installation and capture of as installed information.

Project Stage 6 - Handover and Close Out

An accurate record of the asset as constructed at handover, including all information required for operation and maintenance.

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4. PRE-QUALIFICATION AND PRE-CONTRACT QUESTIONNAIRES

The delivery of a construction project using Building Information Modelling (BIM) is set out in the standard PAS 1192-2: 2013 ‘Specification for information management for the capital/delivery phase of construction projects using building information modelling’. This standard splits the BIM process into the following five stages:

1. Pre-qualification 2. Pre-contract 3. Post-contract 4. Design and delivery 5. Handover and close out

In the pre-qualification and pre-contract stages of the BIM process steelwork contractors will be required to complete a series of questionnaires. These questionnaires for each of the two stages are list below:

1. Pre-qualification

Pre-qualification questionnaire The Pre-qualification questionnaires include a series of questions on the steelwork contractor’s level of experience, capacity and financial standing. The answers to these questions will enable the client to produce a short list of steelwork contractors that are able to fulfil the contract.

A number of clients have their own individual questionnaires with varying degrees of detail concerning BIM. It is likely that in most cases the questions will be similar to those given in PAS 91: 2013 Construction pre-qualification questionnaire.

It is recommended that members should prepare suitable answers to the questions within PAS 91: 2013.

2. Pre-contract

At the pre-contract stage a steelwork contractor will be required to provide additional information to demonstrate its BIM competence. This information is split between the following three assessment forms.

. Supplier BIM Assessment . Supplier IT Assessment . Supplier Resources Assessment

A brief description of each is given below:

Supplier BIM Assessment The Suppler Assessment form contains four sections which provide the project team with sufficient information to assess the steelwork contractor’s BIM competence and maturity.

The first section covers the ‘gateway questions’ which are a set of key questions about the steelwork contractor’s willingness to exchange data and the quality of that data.

The second section covers the ‘12 Areas of BIM’. This introduces the ‘12 Areas of BIM’ from which the project will benefit and gives an opportunity for the steelwork contractor to demonstrate its understanding of each of the areas and how these will support the project.

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The third section covers previous ‘BIM Project Experience’ and provides an opportunity for the steelwork contractor to highlight up to three projects where the benefits of BIM have previously been realised.

The fourth section is a ‘BIM Capability questionnaire’. The questions in this section are a discussion starter and are intended to help the project team identify training, coaching and support which might be required for the steelwork contractor.

Supplier IT Assessment The IT Assessment form contains two sections which are used by the steelwork contractor to demonstrate its information exchange capability and IT maturity.

The first section covers information exchange and is intended to highlight which electronic data and information the steelwork contractor is willing to exchange and which it is not.

The second section relates to the software and systems which the steelwork contractor uses and is intended to enable the steelwork contractor to give the project team confidence that its IT systems and procedures are mature and robust.

Supplier Resources Assessment A Supplier Resources Assessment form needs to be completed by all appropriate organisations in the supply chain including the steelwork contractor. The form will be used to assess the steelwork contractor’s current resource capability and capacity in relation to BIM.

Of all the three assessment forms, the Supplier Resource Assessment form will require the most modification on a project-by-project basis depending on the size and nature of the steelwork contractor’s design capabilities. In a small company many of the roles defined may be undertaken by the same person.

3. Case Study and Example Questionnaire

It is difficult to develop generic guidance on how to complete the above forms, because without the details of a steelwork contractor, its staff and its IT systems it is difficult to be specific. Therefore to help members complete the forms a fictitious small to medium sized steelwork contractor, ‘BCSA Fabrication Ltd’, has been created. A BIM process for ‘BCSA Fabrication Ltd’ for a specific project has also been created based on the recommendations given in PAS 1192-2. Details of ‘BCSA Fabrication Ltd’, the project and the completed forms are given in the following attachments:

. BCSA Fabrication Ltd . Example Supplier BIM Assessment Form . Example Supplier IT Assessment Form . Example Supplier Resource Assessment Form

The responses to these assessment forms are unlikely to change significantly from one project to another and it is suggested that members use the example assessment forms to develop and maintain their own assessment forms as company standard documents rather than rewriting each from scratch for each new project.

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EXAMPLE BIM CASE STUDY

1.0 OVERVIEW

It is difficult to develop generic guidance for BIM implementation because without the details of a company its staff and its IT systems it is difficult to be specific. Therefore a fictitious small to medium sized company has been defined for use in this example. A BIM process for that company based on the recommendations of PAS 1192-2 for a specific project has then been outlined. All of the example documents contained within the Appendices relate to this fictitious company and the project described here. 1.1 Company The Company is called ‘BCSA Fabrication Ltd’ which is Owner occupied and of medium size with between a £5 to £10 million turnover. The company only fabricates steelwork for buildings. It has about 50 employees, 25 of which are involved in manufacturing. It has one design office. All of the drafting work including connection design is completed in-house by a team of six draftsmen/Engineers. 1.2 Project Principal Contractor Ltd (PCL) has been awarded a contract to deliver a medium sized, steel framed portal building with the inclusion of some office space to the end client Industrial Manufacturing Ltd (IML). The contract is a standard form of contract with the CIC BIM Protocol as an addition.

PCL has broken the project down and will deliver the project in the following packages:  Groundworks and foundations  Structural steelwork and metal decking  In situ reinforced concrete  Cladding  MEP PCL has novated the Client’s Architect, Structural Engineer and MEP services Engineer who developed the design from the Client’s initial brief through to detailed design stage.

Prior to PCL’s appointment the Architect was acting as Lead Designer at the Client’s instruction and was responsible for the coordination of the design between the design team. Following PCL’s appointment PCL has assumed responsibility for the coordination of the work as agreed in the contract conditions and has subsequently appointed an Information Manager (also known as a BIM Coordinator) with responsibility for coordinating the delivery of the design. 1.3 Tender BCSA Fabrication Ltd (BFL) has received a tender for the detailed design, manufacture and erection of the structural steelwork and metal decking package from PCL. The detailed design of the steelwork requires development of: . Connections . Metal decking . Cladding support brackets . MEP services support . Temporary stability during erection PCL has provided BFL with the following information as part of the tender: . Construction programme . Reference specification NSSS CE Marking edition . General Arrangement drawings . Employer’s Information Requirements (EIR) generated by the Client IML . A Supplier BIM Assessment Form to be completed as part of the tender (see page 14 for the example completed form submitted by BFL) . A Supplier IT Assessment Form to be completed as part of the tender (see page 20 for the example completed form submitted by BFL) . A Supplier Resource Assessment Form to be completed as part of the tender (see page 26 for the example completed form submitted by BFL)

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1.4 Post-Contract Award BCSA Fabrication Ltd is successful in its bid for the steelwork package and is appointed by Principal Contractor Ltd.

At the commencement of the contract PCL provides BFL with a copy of the Project Information Model (PIM) containing the information which is relevant to BFL’s scope of works, together with the BIM Execution Plan (see page 31) which outlines the way in which the BIM process will be run and managed on the project, together with useful information relating to file naming, model origins, contact details etc.

To date the PIM had been developed by the design team (Architect, Structural Engineer, M&E Engineer) and coordinated by the lead designer (Architect). Responsibility for the coordination of the design and project belongs to Principal Contractor Ltd now and as such it has appointed an Information Manager to control this. 1.5 Design and Delivery Stage BFL is able to import the Project Information Model which it has been provided with directly into its 3D detailing software. BFL is able to rely on the information which has been provided in this format as it has previously trialled this manner of information transfer with the design team and established a robust method and procedure for the transfer.

The model information it has imported is converted in to the native format of its in-house software and it is now able to detail the steel structure in the same way that it normally would.

Every two weeks BFL exports its model (being careful to filter out less relevant items such as bolts etc) and issues a copy of its model in both the native format and IFC format to Principal Contractor Ltd’s Information Manager.

The Information Manager receives similar model files from the rest of the design team and other specialist contractors and undertakes a clash check and coordination of the individual elements with the assistance of coordination software which overlays all of the models together. When the Information Manager finds an issue it is highlighted to the relevant parts of the design team and specialists to resolve. This process is ongoing throughout the detailed design process until the detailed design is completed and approved and ready for manufacture.

Throughout the erection of the structure on site BFL surveys the erected structure to ensure that it is within tolerance. Through an error in the manufacturing it becomes apparent that a number of cladding brackets have been set out incorrectly. The exact locations of the brackets are measured on site and the 3D model is updated straightaway. The revised geometry is then reissued to the Information Manager who coordinates this with the specialist Cladding Contractor. In this instance the fast turnaround of information allows the Cladding Contractor to modify the cladding off-site before panels are delivered. All other survey checks confirm that the structure is within tolerance and therefore no further changes are required for the 3D model. 1.6 Handover and Closeout At handover the PCL/IML have requested O&M information in 2D pdf format in the traditional fashion and PCM has also requested issue of COBie information from each of the specialist contractors which will be collated by PCM prior to final issue to IML.

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EXAMPLE SUPPLIER BIM ASSESSMENT FORM

1.0 STANDARD INFORMATION

Company BIM Representative Name Interviewee/Person Completing the Form Derek Royston Clayton Lacey Telephone No Mobile No E Mail Address Web Site URL 01962 234543 (Ext 04) 07783 263273 [email protected] www.bfl.co.uk

2.0 BIM GATEWAY QUESTIONS

Ref. Question Answer Evidence (if applicable) G1.1 Are you prepared to issue your Yes native CAD / BIM format files? G1.2 If you are not prepared to issue N/A native CAD / BIM format flies. Why not? G2.1 Do you work to a CAD / BIM Yes Standard? G2.2 If you do not work to a CAD / BIM N/A Standard. Why not? G2.3 Do you work to the national Yes standard BS 1192: 2007? G2.4 If your Standards are not BS 1192: N/A 2007, what are they based upon? G2.5 Do you produce a BIM model as an We are only generally involved iterative process, eg RIBA Plan of at specialist design stage which Work stages? is encompassed by a single RIBA stage of work G2.6 Do you understand the Model Yes Reference the BCSA guidance Progressive Strategy? document G2.7 Do you understand the ‘Level of Yes As outlined in the BEP Information’ required at each of the project delivery stages? G2.8 Do you understand the ‘Level of Yes As we are working at detailed Detail’ required at each of the specialist design we are project delivery stages? always progressing detailed design to design for manufacture design stage which has minimal impact on others G3 How do you demonstrate or what Model information is checked Checking hours can be shown measures do you have In place to independently by another as a metric for this from ensure compliance with your CAD / draftsmen timesheets BIM Standard? G4.1 Are you prepared to comply with Yes the Project Standards? G4.2 If you are not prepared to comply N/A with the Project Standards, please explain why? G5.1 Are all your CAD / BIM Tools Yes covered by a yearly maintenance agreement? G5.1 Do you train your staff In the use of Yes Self-training using online your CAD / BIM tools? webinars also

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G5.2 If you train staff, who provides the CAD-Resource.co.uk, 12 monthly training and how often? G6 Can you provide CAD / BIM related Yes qualifications and CPD Certification for proposed team members? G7 How do you carry out spatial We can import a variety of coordination using CAD / BIM? other’s model types which we look at for coordination, most coordination is undertaken by main contractors using coordination software G8 In a single paragraph please explain We have experience using your experiences with linked, template attributes which attached and embedded attribute represent object properties to data within 3D models? update value fields, formulas, and row rules. Embedded attribute data has often slowed our models down but are still workable.

3.0 12 AREAS OF BIM

12 Areas or functions of BIM have been highlighted that projects will benefit from BIM Tools, Applications and Data Management. Please complete the following table to show your understanding of each of the areas and which areas you could support us with; please include supporting evidence.

Application / Area Examples Understanding Supporting Evidence Design / Architectural Design and drawing using 3D We work almost solely in 3D and Construction Structural Design and software techniques are able to export in a variety of Intelligent Fabrication formats. Our fabrication models 3D-Modelling MEP Design and are generated in 3D and some Manufacture. information passed electronically Civil to our workshop Landscaping LCC and LCA History Lifecycle costing and carbon Our industry body the BCSA has analysis Database links analysis developed a simple embodied Optioneering carbon assessment which we use to establish the embodied energy on projects and in our business. Facilities Optimised handover Standardised and intelligent We are happy to work with any Management Asset register O&M information etc for software solutions which the Linked H&SF management of the asset client requests to facilitate a Linked O&MM more efficient handover of Linked CAFM information at the end of the project. We currently produce O&M information in a standard format provided to us by the BCSA Quantity take-off, Schedules Ability to undertake rapid and We do not currently use an costing Material lists accurate take-off of materials automated material take-off Component lists for optioneering purposes and process although we are currently BoQ also accuracy of information looking in to this Re-informed Cost Plans

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Sales / Bid & Tender Visualisations which can be We are able to generate imagery Visualisations Visualisation used throughout the tender from our 3D modelling software Marketing and design stage of the although we are unable to Client sign off project to give people a better produce HD resolution images. understanding of what is We generally use imagery and being built visualisation for construction planning purposes Safety Planning Roof access Standardisation of details We already include visualisations Confined spaces leading to safer structures, coming from our 3D models in the Future safe using 3D models to visualise pack of information which is operations construction and produce passed to the site team. During Enhanced toolbox better guidance for those design we use the 3D models to talk / safety briefings erecting etc discuss and agree the planned Visual review of MOE with the site and contracts planned work prior teams prior to completion of the to commencement design Improved method statements Clash 2D in Plan Ensuring that any errors and We clash coordinate with other Detection 3D Co-ordination problems with the design are trades as much as we can, Rule based clash found before getting to site, although currently most other ‘Hard & Soft’ clash building a virtual model and trades do not work in the 3D Virtual snagging assessing if there are any environment like we do and we Plant & equipment clash issues either in terms of are reliant on getting clash installation hard, soft or planning issues detection information back from the main contractor 4D-Scheduling Vehicle movements Planning movements and We plan our lifts as accurately as Materials deliveries erections off-site before there we can, although again we are Crane & Hoist are issues on site often dictated to by the main positioning contractor, or limited by his Targeted sequencing requirements for use of the crane. Construction site We are able to plan lifting and layout display planned lifts in drawings or videos using our 3D fabrication software Production BIM Targeted rehearsals The use of 3D models to drive We use our 3D manufacturing Progress monitoring the production process in software to generate a virtual Planned vs Actual terms of technical and construction model which is then Sub contractor quantitative aspects issued in part directly to our payment workshop facility where we have direct links with CNC machines Procurement Accurate quantities We are aware that BIM can We do not currently use these Re-informed Cost be used in this area for tools during the planning and Plans tracking RFID tags etc. with management of our processes as Subcontractor location based material / this requires an add-on tool set to payment component deliveries our operating systems which in Reduced tender terms of cost would be difficult periods for us to recoup. We do work to Optimised just-in-time deliveries for most procurement plans sites however Supply Chain Secondary Clash We understand that the We seek to either model or Management Prevention avoidance of clashes etc is a incorporate model information Reduced tender key part of how savings can for all of our supply chain periods be achieved by the client using partners below us, but above us Early warning BIM we are reliant on main contractors providing us with the correct coordinated information from the other specialist contractors

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Simulations Environmental Use of modelling tools to The core 3D models which we Energy, Fire etc Structural generate simulations for generate are correct in terms of Thermal energy, environmental and materials etc being virtual Daylight sustainability aspects of construction models, these in Ratios projects turn could be used within any number of tools to establish environmental or structural simulations. However we do not undertake those assessments being a steelwork contractor

4.0 BIM PROJECT EXPERIENCE

Please provide details of a minimum of three recent projects using BIM undertaken for reference purposes.

Project 1 Project 2 Project 3 Title Gainsborough House Paulton Street Façade Steel Portal Frame - Warde Group Sector Residential high rise Commercial Industrial Customer Utah Group Stroud & Palgrave Warde Group Contractor Roswell Ltd Ennius Ltd Trecia Ltd Contact Paxton Stevens John Shakesheave Morgan Goldschmidt Tel No 01236 357201 01676 242324 02321 473029 Project Value Unknown Unknown £1.2M Fee Value £840,000 £965,000 £685,000 Contract duration 7M 8M 5M Scope of BIM Services Design and construction of virtual construction model for the structural steelwork: Creation of 3D model Coordination of 3D model with others in design team (centrally coordinated by the main contractor in each situation) Upload of all information to online document management system (4 Projects) Issue of drawings in 2D pdf format only at the end of the project Benefits realised by Issues were highlighted before they became a problem on site BIM Construction planning was made easier as overlaps between trades were reduced Value engineering of details in the jobs was common as each specialist was able to see and understand interfaces in better detail

5.0 BIM CAPABILITY QUESTIONNAIRE

The following BIM Capability questions are intended to help identify training, coaching and support required for your organisation.

No. Question Answer / Understanding Supporting Evidence B1 What does BIM mean to you? BIM is best described as a process for Reference the BCSA controlling the sharing of electronic BIM Guide information at every step in the construction process from concept through design, construction, handover, operation, maintenance to demolition. B2 What does BIM mean to your BIM is about the structuring of data which is Previous job organisation? created in the digital environment. As a experience steelwork contractor we have worked in 3D for many years, and that side of BIM (which is new to many) is second nature to us. We therefore are focused on the coordination aspects of BIM, for which organised digital data is key.

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B3 What does BIM mean to your staff? On a basic level BIM is business as usual for Company standard our staff. Within the company we are not documents and seeking to roll out fundamental changes workflows etc ISO termed as ‘BIM’ but, as we have always 9001 done, we have sought to continue improving our offering as a company using the tools which are available to us. B4 Who drives BIM within the Thorburn Otis Company organisation? organogram B5 Who drives BIM within the office(s)? Thorburn Otis Company organogram B6 Who drives BIM on each project, Given the size of the company we have two what are their titles and design leaders whose role it is to oversee responsibilities? each of the projects that we have on at any given time. Individual draftsmen work under these two who have a variety of BIM experience. Ultimately it is the responsibility of the design leaders to ensure that projects are completed in the right manner, on time and on budget B7 Where has BIM been implemented With reference to the BIM projects already and to what extent? experience we have been working using BIM to some extent for many years (before it was called BIM) B8 Does your organisation have BIM Yes BS 1192:2007 standards? B9 Have you experience of Yes, for most jobs we at least incorporate Paulton Street implementing client standards and title blocks from others and also upload files project where? using project naming conventions etc. B10 How have your design agreements N/A been influenced by BIM? B11 What are the issues of IP rights and This is not a simple question and beyond the CIC BIM Protocol ownership of the BIM models? scope of this document. We require that the CIC BIM Protocol is in place on all jobs which we work on using BIM B12 Have there been any changes to No your design deliverables with respect to BIM? B13 What is your current status and We are well under way delivering projects future plan for BIM roll-out? and continue to work with main contractors to improve our and their coordinated offering B14 What are your future plans for BIM We have none in particular (with reference Training matrix implementation in respect to staff to question B3) we see BIM as just work as and their command and process usual so we shall continue to train and training? support our staff wherever we see fit B15 What does coordinated design Coordinated design to us means design mean to you? which is produced through the act of working together harmoniously with all other members of the design team B16 Explain the discipline and rigour in We do not understand this question, please the design process? clarify

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B17 Has / would BIM enable you to As a specialist steelwork contractor who is engage in ‘Optioneering’ early in the often engaged late on the design and design process and how? development process it is difficult for us to provide early enough input to optioneer in the design process, however were we procured earlier in the design process BIM would certainly help us provide valuable input B18 What has BIM enabled you to do BIM has enabled us to reference others’ Paulton Street differently and to what benefit and design information more readily and faster project to whom? so that we are able to highlight issues sooner back to the main contractor. On some jobs we have been able to rationalise the information required process using 3D models B19 What impact has BIM had / will BIM will have less impact for us as have on projects? steelwork contractors as we already work principally in the 3D environment, it will help us with coordination issues on jobs where main contractors are running and implementing good BIM processes B20 How does BIM affect staffing on a We have not seen any effects from BIM on project? staffing levels at this point in time B21 How has BIM affected design fees? N/A B22 What in-house tools do you have? Trimble Structures is the main tool Demonstrate usage that we use on a project to project basis B23 Have Tools been specified to you We have not had tools specified to us on and have you / would you use any projects, however we have had requests them? for information to be exported in specific formats which we have complied with B24 Where on a project does BIM start? At the very start of the project B25 Where on a project does BIM finish? We do not see it as ever finishing, it continues with the management of the asset B26 What is your understanding of We understand this as the construction of a Virtual Design and Construction virtual asset prior to construction on site. In (VDC)? the terms of PAS 1192-2 we understand this as the Virtual Construction Model which we develop as specialist steelwork contractors B27 What is your definition of Collaboration is working with each other to ‘Collaboration’? do a task and to achieve shared goals B28 How do you ‘Collaborate’? We collaborate with others by sharing our information on projects either via email or through an online document management system B29 What do you ‘Collaborate’ with? We collaborate with other members of the design and project team

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EXAMPLE SUPPLIER IT ASSESSMENT FORM

1.0 GENERAL INFORMATION AND COMPANY POLICIES ON INFORMATION EXCHANGE

This questionnaire covers general policy issues on the exchange of electronic information within the firm. 1.1 General Information Please provide the following general information on your firm and your role on the project (if applicable), together with details of key personnel who are likely to be involved in information exchange. 1.1.1 General and Project Information

Project Name* Industrial Manufacturing Limited New Facility Company Name BCSA Fabrication Ltd Role on Project* Steelwork Contractor Your Reference No for this project* 1234 1.1.2 Organisation and Team Information Team Member Position Name Telephone Email Project Leader / Partner in Charge Rowley Eliot 01962 234543 (Ext 01) [email protected] Information Manager Kristel Head 01962 234543 (Ext 02) [email protected] IT Manager Idella Michaels 01962 234543 (Ext 03) [email protected] CAD Manager Derek Royston 01962 234543 (Ext 04) [email protected] 1.2 Project Information Production and Distribution Policies Please indicate in the table below the information that you normally produce or are expecting to produce on the project. Also list the types and formats of information that you are prepared to share electronically with other project team members.

Information Information Distribution Information Sharing and Production Reuse Information To be Will be Preferred Electronic Distribution Will Limitations on Type Produced Distributed Format Permit Reuse by other on Project Electronically Reuse Team members Software Y N Y N Package Version Y N Vendor Paper Drawings   Sketch   Trimble Sketchup 8.0  Drawings Survey

Drawings Mark Ups   Trimble Tekla 18.0  Drawing Print  Files 2D BIM/CAD  Models 3D BIM/CAD   Trimble Tekla 18.0  Models 3D   Trimble Sketchup 8.0  Visualisations Specifications  Schedules  Bills of  Quantities Correspondence Word /   Microsoft 2013  Outlook

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Minutes of   Microsoft Word 2013  Meeting Diaries   Reports  Surveys  Site  Investigations Cost Plans   Programmes   Microsoft Project 2007  Requests for   Microsoft Excel 2013  Information Change Orders   Architects  Instruction Valuations  Photos  Video  Tender  Documentation Tender Package  Information Adobe Tender   Adobe PDF Reader  Submissions XI Adobe Tender Returns   Adobe PDF Reader  XI 1.3 Model, Drawing and CAD Management Please indicate the drawing and Model/CAD modelling approaches that are used in your organisation. Give a rough indication as to the proportion of your outputs that use each method in a typical year.

1.3.1 Please indicate the drawing Modelling Method Y/N % of Output and CAD modelling approaches that are used in Hand drawn paper N 0 % your organisation. Give a drawings rough indication as to the Simple 2D CAD Y 5% proportion of your outputs (single line elements that use each method in a usually) typical year. Advanced 2D CAD N 0% (with predefined objects & blocks) 3D CAD Y 95% Object based modelling N 0% 1.3.2 Are your BIM/CAD models 1:1 & accurate dimensions produced as 1:1 real world with accurate dimensions or do you draw to approximate size and adjust dimensions to suit? 1.3.3 Are standards used to Yes produce your CAD / BIM models? 1.3.4 If so, what standard is used? BS 1192:2007 Collaborative Production of Architectural, Engineering and Please describe briefly and Construction Information attach a copy for reference purposes.

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1.3.5 Would it be acceptable for Yes your organisation to adopt project specific CAD / BIM standards that are different from your current standards? Note any reservations that may apply. 1.3.6 Describe briefly how you 85% of production is carried out in-house and 15% is undertaken by resource the production of subcontract drafting teams working to BFL standards your CAD models. 1.3.7 Describe briefly how your Designers are encouraged to view webinars on new features when new CAD operator skills are kept software releases are installed on the computers, also the draftsmen are up-to-date. all encouraged to engage actively with online forums on use of the software 1.3.8 Do you use CAD for spatial Yes in the sense that CAD is used for all of the work coming in to the and design coordination office (question not entirely relevant for steelwork contracting) purposes? 1.3.9 Describe briefly your Drawing issuing is project dependent based on what online system might drawing issue process and be being used, but-in house drawings are recorded on an outgoing statuses and revisions for document register then uploaded to the relevant online system or drawing issues normally emailed if none exists. Revision codes are as per BS 1192 unless used. stipulated otherwise for the project 1.3.10 Describe briefly your file and File and document numbering systems are as per BS 1192 for uploaded document numbering information. For information which is company based and not for issue systems for your drawings the file numbering system is based on the historical system at BCSA and CAD models. Fabrication Ltd 1.3.11 Is your organisation willing Yes – this is a common requirement which we adopt on most projects to use project standard title blocks which are different to your in-house standard?

1.4 Document Numbering Systems Please give details of your in-house document numbering systems. If you have a suitable reference document please attach it. In-house documents are recorded with the job number first, followed by the date the document was issued and a description of the document i.e. C0702-140123-Status Report. As described, documents which are issued externally follow the format of BS 1192:2007

1.5 Experience with Web-Based Project Tools Please indicate your experience with web-based project tools such as extranets or web enabled document management systems. We have extensive experience with 4 Projects, BIW Technologies, BuildOnline and Aconex

Which project collaboration or web enabled document management tools have you worked with? Please list. We have extensive experience with 4 Projects, BIW Technologies, BuildOnline and Aconex

If so, what is your preferred project collaboration or web enabled document management systems? Please give any technical or commercial reasons to support your choice. Our preference is 4 Projects as this is the software which we have used most frequently and have the most personnel trained in the use of.

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1.6 Professional Indemnity Limitations

Please describe any limitations placed on your ability to exchange electronic information by your PI insurers, eg a requirement to send parallel paper copies of electronic document. If you have a policy statement, please attach it for reference. We have no specific limitations, although we have been informed that unless the CIC BIM Protocol is adopted and included as part of the contract documentation then we should rely solely on the transfer of information using 2D documents. If the CIC BIM Protocol is in place we are happy to coordinate information using 3D models only

1.7 Email Distribution Policies Do you have any policies regarding email usage on projects to ensure that all communications via email are controlled to reduce risk? If you have, please describe how this operates. None

When using email on projects, do you have facilities to ensure that urgent emails are re-routed when project personnel are on holiday for example? If so, please describe. When personnel are on holiday out of office replies are always turned on with contact details for those who can deal with urgent issues. We do not take responsibility to re-route emails but rely on those sending urgent issues to receive out of office replies and action accordingly

1.8 Policies on Internet Usage Please describe any policies your organisation has on limiting Internet usage. If you have a policy document, please attach for future reference. Internet usage is monitored by the IT staff but there are no specific policies set out. Office staff are made aware of what acceptable usage is considered to be when usage becomes excessive or irrelevant

2.0 TECHNICAL INFORMATION ON SOFTWARE AND SYSTEMS

Part 2 of this questionnaire covers technical information. If you are the manager or partner responsible for the project you may wish to hand this part onto your technical expert or IT Department for completion of the information collation. 2.1 IT Infrastructure Infrastructure Item Description Computer Local Area Network Ethernet and Wi-fi Wide Area Network Packet switching (connection orientated) for use only at dedicated construction site setups (IPv4) Internet connection type and speed for main T-1 Lines – Leased Line with a dedicated phone connection office. Advise number of users accessing supporting data rates of 1.544Mbps connection. There are 25 users accessing the internet connection Internet connection type and speed for N/A regional office (if applicable). Advise number of users accessing connection. Internet connection type and speed for local N/A office (if applicable). Advise number of users accessing connection. Mobile access to Internet – describe 50% of staff carry company mobile smart phones with internet access and unlimited data downloads per month Email System Microsoft Exchange online server 2013 Wide format scanning, including A3 and colour Yes scanning Wide format printing, including A3 and colour Yes printing

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Narrow format colour Yes printing Narrow format (A4) colour/black and white Yes scanning Video conferencing Yes Presentation facilities including LCD projector Yes (advise lumens and resolution) Guest computer hosting facilities, including Yes wireless internet access for guest users Website www.bfl.co.uk Intranet No Extranet No 2.2 Operating Systems and Software Applications Describe your operating systems and software applications as set out below. Include any software not listed for which you are likely to need to export to other team members.

Operating System/Software Software Vendor Package Version Application Network Server Operating system Cisco IOS BFD, IP, IPX, VPN, VoIP M/T PC Operating System Microsoft Windows XP - Word Processing Microsoft Word 2007 Spreadsheet Microsoft Excel 2007 Presentation Microsoft Powerpoint 2007 Database Microsoft Access 2007 Desktop Publishing Microsoft Publisher 2007 Graphics GIMP - 2 Process Mapping - 2D CAD AutoCAD 3D CAD Trimble 18.0 Drawing Management Software - PDF Writer PDF Architect PDF Creator 1.2 PDF Reader Adobe Adobe Reader XI Document Management - Internet Browser Google Chrome - OCR Microsoft Word 2007 Scanning Samsung Easyscan - Antivirus Norton Antivirus 365 Firewall Barracuda NG Firewall - CAD Viewers and Model Browsers Trimble Tekla BIMsight - Autodesk Trueview Bentley Bentley View Analysis Software Masterseries Masterframe - Design Software Masterseries Connection design - 2.3 Information Transport Capabilities Describe your capabilities to transport and receive information transported to you in different formats. Add any transport formats that you use that are not listed below.

Transport Write or Read or Transport Media Description Media Send Receive Maximum File Size and Y N Y N Vendor Package Other Limitations Email   Microsoft Outlook Exchange 14MB per file 2013 FTP   - - - CD   Nero Burning Rom 2014 700MB CDRW   Nero Burning Rom 2014 700MB

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DVD   Nero Burning Rom 2014 4.7GB (Specify Type) Portable   - - - Hard Disc Drives (specify) USB Drives   Scandisk SDCZ250 32GB (specify) ZIP 100   - - - Drives Zip 250   - - - Drives Tape Drives   - - - Flash   Scandisk SDCZ250 32GB Memory Cards / Sticks 2.4 Disaster Recovery Systems and Procedures Briefly Describe your disaster recovery systems and procedures We have a tape backup system which does a full system backup every evening. The system is fire protected also

2.5 Archiving Systems and Procedures Briefly Describe your archiving systems and procedures Projects are archived 6 months after completion and all information is duplicated, being kept on DVD in the fire store at the main office and also off-site at a separate archive file store location

2.6 Security Systems Describe your data security systems and arrangements.

Do you have an anti virus system that continuously monitors all your incoming and outgoing traffic? Yes we use Norton Antivirus 2014 No:

If no, how do you currently protect your organisation against virus attack? N/A

How often do you update your anti virus software? It is updated automatically every 12 months and downloads for updates happen 24/7 when available for automatic download

Do you have systems for protecting against spyware and other covert activity logging systems? Yes we use Norton Antivirus 2014 No:

Do you have a firewall system? Yes we use the Barracuda firewall system No:

Is it a mainstream supplier or from another source? Mainstream: Barracuda Networks Other:

What limitations does your firewall place on incoming and outgoing electronic communications? Please describe briefly. Packet filter, Stateful packet inspection and application level gateway

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Example Supplier Resource Assessment Form

1.0 GENERAL INFORMATION

Please provide the following general information on your firm and your role on the project (if applicable) together with details of key personnel who are likely to be involved in information exchange. 1.1 General and Project Information Project Name* Industrial Manufacturing Limited New Facility Company Name BCSA Fabrication Ltd Role on Project* Steelwork Contractor Your Reference No for this project* 1234 1.1.1 Organisation and Team Information Team Member Position Name Telephone Email Project Leader / Partner in Rowley Eliot 01962 234543 (Ext 01) [email protected] Charge Information Manager Kristel Head 01962 234543 (Ext 02) [email protected] IT Manager Idella Michaels 01962 234543 (Ext 03) [email protected] CAD Manager Derek Royston 01962 234543 (Ext 04) [email protected]

2.0 SUPPLIER RESOURCE ASSESSMENT FORM

2.1 Resource Information Please indicate in the table the resource available to the project to produce the deliverable data at each stage of the plan of work. Indicate resource by profession, training, academic achievement and years of experience. The supplier resources for the project should be stated by completing the Table below. Resources are to be mapped against the BIM Roles as defined in Table 2 PAS 1192-2:2013. Please ensure that by providing this information all data protection principles are adhered to. Supplier Primary BIM Secondary Levels of Years of Names of individuals Role BIM Role competence Experience (where (qualifications) applicable) BCSA Information N/A NVQ 3 and CEng Combined Thorburn Otis (CEng) Fabrication originator 21 yrs Derek Royston (NVQ 3) Ltd (Structural experience Gunther Quigley (NVQ 3) Steelwork)

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5. CONSTRUCTION INDUSTRY COUNCIL BIM PROTOCOL

The Construction Industry Council (CIC) has developed a BIM Protocol which is a supplementary legal agreement that can be incorporated into professional services appointments and construction contracts by means of a simple amendment. It has been designed to work with all existing standard forms of contract.

The CIC BIM Protocol creates additional obligations and rights for the Employer and the contracted party and is an extremely important requirement for working using BIM. The Protocol is based on the direct contractual relationship between the Employer and the supplier (eg Steelwork Contractor). It does not create additional rights or liabilities between different suppliers. Under the BIM Protocol, a project Client is obliged to appoint an information manager (often known as a BIM coordinator) at all project stages.

The key principles of the application of the CIC BIM Protocol are as follows: . All parties that are responsible for the production of Building Information Models on behalf of the Employer should have the Protocol incorporated into their contract/appointment . The same version of the Protocol and Appendices should be incorporated into each contract . The wording of the CIC BIM Protocol should not be amended . The Protocol should detail all Building Information Models that are going to be produced by all parties contracted to the Employer on the project . The Appendices have to be completed with project specific information for the project by the Employer. This should be available from pre-appointment documentation such as the Employer’s Information Requirements . Changes to the Protocol and its Appendices should be treated as variations to the Contract

Without the Protocol, there is no means of enforcing the production of models as required under the Government BIM Strategy. The Protocol also provides necessary additional protections for the producers of information. Because the CIC BIM Protocol gives model originators additional protection project participants will be incentivised to agree to the Protocol.

The position of the Protocol in the hierarchy of contract documents and the obligations of the parties is summarised as follows: . The Protocol takes priority over all other contract documents and in the event of a conflict between the terms of the Protocol and the other contract documents, the Protocol would prevail (including the main agreements between the parties). This may be changed and wording for this will be put in the ‘Model Documents’ in the Members Area on www.steelconstruction.org. . The Employer is to arrange for a Protocol in similar terms to be incorporated into all agreements for the project. The guidance note advises that this should be limited to parties involved in the use, production or delivery of models on the project. . The Employer is to ensure that the Information Manager is appointed and the persons to be appointed to cover the role of the Information Manager at the different stages of the project are to be set out in the Information Requirements.

Care should be taken before agreeing to the CIC BIM Protocol as clauses 5.1 and 5.2 of the Protocol imply that Project Team Members do not warrant the accuracy of any electronic data. This would seem to apply to the 3D models provided to the steelwork contractor by the main contractor and his consultant.

A copy of the CIC BIM Protocol can be obtained from http://www.bimtaskgroup.org/wp- content/uploads/2013/02/The-BIM-Protocol.pdf

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6. BIM EXECUTION PLAN

Post-contract award, the BIM Execution Plan (BEP) authored by the Principal Contractor on the project will be issued as part of the contract documentation. The purpose of the BEP is to facilitate the management of delivery on the project and explains the Principal Contractor’s methodology for delivering the project using BIM. The BEP is an extremely important aspect of successful BIM project delivery. The overarching aim of the document is to outline the coordinated delivery strategy for the BIM highlighting responsibilities, timings and importantly how the data is to be used. All members of the delivery team should understand and agree the information in the BEP.

The BEP is split into four parts as outlined below and areas are expanded and described in greater detail where appropriate in the following sections.

The first part on Management covers: . Roles, responsibilities and authorities (eg who is responsible for authoring and editing model data etc) . Major project milestones consistent with the project programme (eg data drop dates etc) . Project Information Model (PIM) deliverable strategy (eg models are to be developed in phases etc) . Survey strategy (eg survey information is to be inputted into the model electronically direct survey equipment or input manually) . Existing legacy data use (eg how information which already exists about the asset is to be used) . Approval of information (eg what the agreed approval process for model information is) . PIM authorisation process (eg how model information is authorised for wider use)

The second part on Planning and Documentation covers: . Project Implementation Plan (PIP) (a summary of the supplier assessments) . Agreed matrix of responsibilities across the supply chain . Task Information Delivery Plans (TIDP) . Master Information Delivery Plan (MIDP)

The third part on the Standard Method and Procedure covers: . The volume strategy (eg all steelwork is considered to be a single ‘volume’) . PIM origin and orientation (eg whether project coordinates or real coordinates are used) . File naming convention . Layer naming convention . Agreed construction tolerances . Drawings sheet templates . Annotation, dimensions, abbreviations and symbols

The fourth part on IT Solutions covers: . Software versions . Exchange formats . Process and data management systems, ie data collaboration systems

Although in an ideal world the format of all BIM Execution plans would be similar, it is evident that many do vary to quite a degree from Contactor to Contractor. It is therefore important to note that the four parts described above may not necessarily be in this particular order.

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Agreed Matrix of Responsibilities across the Supply Chain A key part of the BEP is the definition of coordination responsibility, ie who does/authors what. It is one of the overarching principles of BIM that everyone is responsible for coordination, however it is essential that specific responsibilities are defined in the BEP. This is covered with the definition of who is modelling what (the BIM author) and to what Level of Detail (LOD).

For the Steelwork Contractor the matrix should help to identify parts of the structure designed by others (that is, not by the Steelwork Contractor) and provide a clear understanding across the supply chain as to who is responsible for the modelling of every element.

The responsibility matrix can be used to understand the extent to which the provided Project Information Model (PIM) can reliably be deployed in any particular area.

Task Information Delivery Plan (TIDP) Depending on the size of the project the Principal Contractor may create a number of task teams to facilitate the delivery of individual aspects of the overall project (essentially mini project teams). Each of the Principal Contractor’s task team managers would compile their own Task Information Delivery Plan (TIDP) with its milestones. These are used to convey the responsibility for delivery of each supplier’s information. The TIDPs are used to manage the required sequence of model preparation for separate work packages.

The steelwork may fall under a specific task team and the steelwork contractor may be required to provide input into a specific TIDP. TIDPs comprise lists of information deliverables by each task, including format, date and responsibilities.

TIDPs would be prepared using a format that is consistent with the format required for the Master Information Delivery Plan (MIDP) developed by the Principal Contractor. When completed by all team members the TIDPs are published in the BEP.

Project Information Model (PIM) The Project Information Model (PIM) is developed during the design and construction phase of a project and does not comprise one static 3D model, but evolves with the project incorporating input from all project team contributors. The PIM is developed firstly as a design intent model, showing the architectural and engineering intentions of the designers.

Production of coordinated design and issue of Project Information Model (PIM)

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Ownership of the PIM will be transferred from the professional designers to the Principal Contractor and construction suppliers (such as a Steelwork Contractor) at a timing likely to correspond with the commencement of specialist contractor design.

The arrangements for this transfer of ownership, including its timing, should be defined in the conditions of engagement or contracts between the Principal Contractor and the Steelwork Contractor.

The change of ownership should be fully understood, specialist teams do not alter the models produced by the professional designers: they build new models defining the Virtual Construction Models (VCM) from the information which has been provided to them in the PIM. Depending on the interoperability of the software being used by the project team and the defined information exchange protocols, this will either involve wholesale use and adoption of the relevant PIM information (such as the steel frame design) or the creation of an entirely new VCM model from the referenced geometry in the PIM (much like the creation of a 3D model from a 2D set of drawings).

The information contained in the PIM at this point and issued to the construction suppliers is then developed by the suppliers into VCMs containing all the objects to be manufactured,

Example BIM Execution Plan Based on the worked example given in Section 3 ‘Pre-qualification and Pre-contract Questionnaires’ which was developed for the fictitious small to medium size steelwork contractor ‘BCSA Fabrication Ltd’, an Example BIM Execution Plan has been developed.

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Example BIM Execution Plan

1.0 PREFACE

The BEP shall list the agreed targets for responsibility, timely delivery, exchange, reuse and final handover to the clients. It will also list all of agreed elements as outlined in the Employers Information Requirements, the Brief, BS 1192:2007, PAS 1192-2, the CPIx Protocol and the contract documents. 1.1 Project Delivery Manager This document is owned and maintained by the current Project Delivery Manager listed below. Project Delivery Manager - Name Company Responsible Philip Johnson Industrial Manufacturing Ltd 1.2 Project Team Representatives and Role Company Name Representative and Responsible Role Agent Industrial Manufacturing Ltd Philip Johnson Client Jada Architects Ltd Bailey Danielson Architect (design lead) Pontus Structural Engineers Roscoe Abrahams Structural Engineer Ltd Obed M&E Ltd Rowan Rey M&E Engineer Principal Contractor Ltd Page Christianson Principal Contractor (information manager)

2.0 PROJECT INFORMATION

Project Name 23 Landolf Street Manufacturing Facility Project Address 23 Landolf Street, Derby Project Number (Clients Project Number or reference) 0232 Contract Form JCT Management Contract with CIC BIM Protocol Project Design Start Date 21/01/2014 Project Construction Start Date 01/05/2014 Project Completion and Handover Date 25/09/2014 Project Description (EIR) Project Brief and CDM requirements To be in accordance with CDM 2007 Project Deliverable as defined in the EIR and COBie project templates (see also the CPIx Protocol)

3.0 DEFINING THE EMPLOYER’S INFORMATION REQUIREMENTS (EIR)

The EIR should be a separate document to be contained in the Employers contract documents and a list of deliverables should be entered here so that all project team members are aware of their delivery responsibilities. 3.1 Agreed Project Goals for Collaboration and BIM The major goals and objectives for the BIM implementation must be considered and stated as a project strategy document, appended to this document, and the main items listed in the chart below:

Priority (High/Med/ Low) Goal Description Potential BIM Uses High Increase effectiveness of design Design Authoring, Design Reviews, 3D Coordination High Increase field productivity Design Reviews, 3D Coordination High Eliminate field conflicts 3D Coordination Medium Review design progress Design Reviews Medium Accurate 3D Record Model for FM Team Record Model, 3D Coordination Medium Accurate 3D Record Model for FM Team Construction sequencing / Phasing

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4.0 MATRIX OF RESPONSIBILITY

Key to numbering: IML - Industrial Manufacturing Ltd PCL - Principal Contractor Ltd JAL - Jada Architects Ltd XXX – Specialist contractor (undefined at this PSE - Pontus Structural Engineers Ltd point) OME - Obed M&E Ltd

4.1 Model Authoring

Practical

- Design Development

ExampleSoftware NativeFormat ExchangeFormat(s) Brief 1 Concept 2 3 Definition 4 Construction 5 Information Handover 6 Post 7 Completion Space Planning DWG, AutoCAD DWG IML JAL JAL JAL JAL JAL - DXF, IFC Site, Urban Design DWG, AutoCAD DWG IML JAL JAL JAL JAL - - Context DXF, IFC Site and Existing DWG, AutoCAD DWG - - JAL JAL - - - Buildings DXF, IFC Architectural Revit RVT IFC - JAL JAL JAL JAL JAL - Model Structural Design Revit RVT IFC - PSE PSE PSE XXX XXX - Model HVAC Design Revit RVT IFC - OME OME OME OME MOE - Model Building Services MEP Design Revit RVT IFC - OME OME OME OME MOE - Models Lighting Design Revit RVT IFC - OME OME OME OME MOE - Model Electrical Design Revit RVT IFC - OME OME OME OME MOE - Model Hydraulics Design ------Model Interior Layouts ------and Design Model HVAC Fabrication - - - - - PCL XXX XXX XXX - Model Structural Steel Tekla OPT/INI/DB1 IFC - - PCL XXX XXX XXX - Fabrication Model Structures Curtain Wall Revit RVT IFC - - PCL XXX XXX XXX - Fabrication Model Road and Civil Revit RVT IFC - - PCL PCL PCL PCL - Design Landscaping and Extenbral Works Revit RVT IFC - - PCL PCL PCL PCL - Options Renovation and ------Refurbishment Facility Management ------Model Construction ------PCL PCL PCL - Model

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4.2 Model Analysis Brief Development Revit RVT IFC IML JAL JAL JAL - - - Alternative Design Revit RVT IFC - JAL - - - - - options Analysis Design Performance ------Analysis Sun and Shadow ------Studies Structural Analysis IFC, Robot RTD - PSE PSE PSE PSE PSE - SDNF Thermal Simulation ------Sustainability ------Analysis LCA Analysis ------Model Clash Detection NWD IFC - - PCL PCL PCL PCL - Rendition Cost Planning and Excel XLS CSV - - PCL PCL PCL PCL - Control Construction Scheduling / 4D ------Animation Security Analysis ------Code Checking and Regulatory ------Compliance Acoustic Analysis ------and Design Disabled Access ------and Egress Fire Protection Revit RVT IFC - PSE PSE PSE PSE PSE - FM, Operation and ------Maintenance Automated/Linked ------Specifications Heritage Documentation ------and Assessment Solar Envelopes ------Overshading ------Daylight Analysis ------Solar Analysis ------Photovoltaic ------Collectors

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5.0 LEVELS OF DETAIL It is important to define who models what (the BIM Author) and to what Level of Detail (LOD). There are 7 levels of detail defined in the PAS 1192-2 which do not reflect specific modelling guidelines for any particular software, rather a generic definition of model detail (graphical), how individual objects display themselves and the level of information as a minimum to answer the English question stated in the EIR. See also Matrix of Responsibility page 32.

6.0 SUPPLIERS RESOURCE FOR THE PROJECT

Supplier Discipline Resource Levels of competence Years of Team Leader numbers Experience Name Jada Architects Architect (design 2 RIBA, CAD/BIM, 9 Bailey Ltd lead) Specification Author, CIAT, Danielson CAD/BIM Trained Pontus Structural 2 CEng, CAD/BIM Trained 11 Roscoe Structural Engineer Abrahams Engineers Ltd Obed M&E Ltd M&E Engineer 2 CEng, CAD/BIM Trained 15 Rowan Rey Principal Principal 2 CEng 12 Page Contractor Ltd Contractor Christianson (information manager)

7.0 ROLES AND RESPONSIBILITIES

At the start of a project it is important to identify the roles and responsibilities of the design teams.

Role Company Name Email and Telephone number Lead Designer Bailey Danielson [email protected] Company: Jada Architects Ltd 01232 573945 Project Delivery Manager Page Christianson [email protected] Company: Principal Contractor Ltd 01845 237204 Project Information Manager Page Christianson [email protected] Company: Principal Contractor Ltd 01845 237204 Task Team Manager Page Christianson [email protected] Company: Principal Contractor Ltd 01845 237204 7.1 Authorities Role Authority Project Information Manager Enforce the Project BIM Standard and ensure delivery of the Information requirement in the EIR. Lead Designer Enforce spatial coordination Task Team Manager Enforce documentation standards Interface Manager Negotiate space allocation Task Team Information Manager Reject non compliant models, drawings & documents CAD Coordinator Enforce CAD related Project BIM Standards

8.0 MAJOR PROJECT MILESTONES

Start Date Design Detail Design Construction As Handover. Completion Completion + Constructed Fabrication Models, Documents and Data 21/01/2014 10/03/14 01/04/2014 01/05/2014 20/8/14 25/09/2014

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Only the Major milestones are listed - a more detail and coordinated Project Plan must be developed with the stakeholders and agreed.

9.0 SURVEY STRATEGY

Survey Method Delivery Format Survey Origin Point cloud N/A N/A Light detecting and ranging (LIDAR) N/A N/A Global navigation satellite systems (GNSS) N/A N/A

10.0 MODEL ORIGIN AND ORIENTATION

The origin and orientation of the project are based on the project location and its reference to other global or local grids, example OS. Some projects have their own grid system: Crossrail, for instance, uses the London Grid specified for that project, as has the Olympics programme.

See the CPIc Production Information 2003 publication for specific requirements.

Model elevation/levels must be at true AOD levels. The Lead Designer is responsible for establishing exact name and number of levels which must be maintained throughout design and construction phases by all project participants.

Revit Users: Please use LAN-W-0-Project Origin-01.RVT file to establish shared coordinates in your models 2D CAD Plans: Please use LAN-W-0-Project Origin-01.DWG to establish project origin in 2D CAD plans

11.0 DIMENSIONAL CONSISTENCY

Dimensions should be derived automatically from the underlying CAD coordinates by using the 'associative dimensioning' function of CAD systems. Dimensions should not be entered as 'text' as they are purely graphic characters having no relationship with the underlying CAD coordinates and will cause the relative positions of elements in a drawing to be compromised.

The project team should agree common units of measurement. These should include distance (e.g. metre and millimetre) and angles (eg degrees/radians measured clockwise or counterclockwise).

All BIM/CAD data must be drawn in units of millimetres. All BIM model data shall be created to a scale of 1:1 but showing no greater detail than the required LOD for a given project phase.

12.0 FILE NAMING CONVENTION

Project Originator Volume Level or File Discipline Number Location Type

See the ’Guide to BS 1192:2007’ for additional explanation. 12.1 Project The ‘project’ is an alphanumeric code that is used by the project team to identify the project. It should not be confused with the Project Contract number which may be different for each company working on the project.

Code Project LAN 23 Landolf Street

Where an organisation needs to use its own internal project numbers, then they can be indicated in the drawing title block using a separate ‘project number’ box.

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12.2 Originator Code (Abbreviate to either two or three Originator Company name digits) IML Industrial Manufacturing Ltd JAL Jada Architects Ltd PSE Pontus Structural Engineers Ltd OME Obed M&E Ltd PCL Principal Contractor Ltd 12.3 Volume Each Individual team will provide a copy of its volume strategy in the form of a drawing of each floor layout, section or site with volumes clearly marked named and inserted below. For volumes relating to infrastructure refer to the PAS 1192-2 2013

Example: When planning complex projects and determining the number of model files required, it is commonplace and good practice for the project to be divided into volumes defined by coordinates within an overall project model that will be held as separate model files. This enables multiple users to work on the project efficiently. Volumes should be allocated using cut lines to indicate their limits. Volume boundaries could be structural joints or grid lines; for road projects they could be chainage distances; or they could be defined by use, eg a vertical distribution shaft.

Each Individual team will provide a copy of its zoning strategy in the form of a drawing of each floor layout with volumes clearly marked and Inserted below.

Volume Description 01 Structural Frame 02 MEP 03 Cladding 04 Architectural Volume

12.4 Level or Location The ‘level’ code is a 2- or 3-character alphanumeric code that represents the level or storey of the building. For infrastructure (linear) the level is replaced by location that can be a chainage and offset.

Code Level 01 Level 1 02 Level 2 03 Level 3

12.5 File Type Table 1 - Agreed Files Types - for drawings and models as BS 1192-2007, PAS 1192-2

Code File Type DWG AutoCAD file IFC IFC file NWD Navisworks file

Table 2 - Agreed File Types - for documents see BS 1192-2007, PAS 1192-2

Code File Type PDF PDF document DOC Word document XLS Excel document

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12.6 Role A list of role codes as recommended in BS 1192:2007 section 10.2.

Code Role A Architect B Building Surveyor C Civil Engineer D Drainage, Highways Engineer E Electrical Engineer F Facilities Manager G Geographical Information System Engineers and Land Surveyor H Heating and Ventilation Designer I Interior Designer K Client L Landscape Architect M Mechanical Engineer P Public Health Engineer Q Quantity Surveyor S Structural Engineer T Town and Country Planner W Contractor X Sub-Contractor Y Specialist Designer Z General (non-disciplinary)

The ‘discipline’ code is a single character indicating the discipline. On larger projects it may be useful to extend the discipline code to 2 as listed here.

Code Discipline A Architecture S Structural Engineering M M&E Engineering

12.7 Number The ‘Number’ is a 5-character code. The number may be viewed in a number of ways:

Each design discipline starts at 00001 and then allocates additional numbers to suit its own needs. The first two or three characters of the number could be used to signify an ‘element code’ that further classifies the file. One classification code system should be chosen and consistently used by all project teams.

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13.0 FILE-IDENTIFIER METADATA

Extend the standard Metadata status codes as required for the project, add to but do not change the codes in the PAS 1192-2.

Status Description Work in Progress

S0 Initial status or WIP Master document index of file identifiers uploaded into the extranet. Shared (Non-Contractual)

S1 Suitable for Co-ordination The file is available to be ‘shared’ and used by other disciplines as a background for their information.

S2 Suitable for Information

S3 Suitable for Internal Review and Comment S4 Suitable for Construction Approval

S5 Suitable for Manufacture

S6 Suitable for PIM Authorisation (Information Exchanges 1-3) S7 Suitable for AIM Authorisation (Information Exchange 6)

D1 Suitable for Costing

D2 Suitable for Tender

D3 Suitable for Contractor Design

D4 Suitable for Manufacture/Procurement

AM As Maintained

Published Documentation (Contractual)

A Suitable for Construction

B Partially signed-off: For Construction with minor comments from the Client. All minor comments should be indicated by the insertion of a cloud and a statement of “in abeyance” until the comment is resolved, then resubmitted for full authorisation. AB As-Built Handover documentation, PDF, native models, COBie etc

14.0 LAYER NAMING CONVENTION

Each discipline should provide the Design Manager and the CAD manager with a full list of all layer names to be used on the project. This list should be published to all members of the project team for information.

Field Role Classification Presentation Description Name A - G23 - M2 _ Stairs Example Architect Stairs (Uniclass) Model graphics (2D)

Some software solutions suggest that layer names are not necessary but it has been found that the convention shall be used when sharing or exchanging information.

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15.0 DRAWING SHEET TEMPLATES

15.1 Drawing Sheet Revit Users: Please use LAN-W-0-Template-01.RVT file for drawing templates 2D CAD Plans: Please use LAN-W-0-TEMPLATE-01.DWG for drawing templates 15.2 Drawing Sheet Scales All drawing template must be rendered and presented at one of a number of approved scales, which are typically defined by the ‘CAD Manager’. Scales other than those approved should not be used. The templates shall also be in the standard format for sharing and interoperability.

Drawing Sheet Scales All drawings must be rendered and presented at one of a number of approved scales, which are typically defined by the ‘CAD Manager’. Scales other than those approved should not be used. Scale Description of detail 1:1000 1:1000 Scale Detail shows shape and layout 1:500 1:200 1:100 1:100 Scale Detail shows shape, layout and construction elements 1:50 1:50 Scale Detail shows how the construction elements meet at junctions 1:20 1:10 1:5 1:5 Scale detail show shape, dimensions and assembly of the separate construction elements 1:2 1:2 Scale detail show shape, dimensions and assembly of the separate construction elements 1:1 All model files must be modelled at 1:1 Scale

16.0 ANNOTATION, DIMENSIONS, ABBREVIATIONS AND SYMBOLS

Each discipline should provide the Design Manager and the CAD Manager with a full list to be used on the project. This list should be published to all members of the project team to ensure consistency of the document graphical presentation and shall be consistent throughout the project. Also see BS 8541: 1, 2, 3, 4.

17.0 APPROVAL OF INFORMATION

To ensure that model, drawing files and spreadsheet extraction are adequately checked, some form of agreed approvals process needs to be in place to enable the design teams and the contractor (or client) to approve and sign-off the development of the design information for a project and to assign responsible team members. Model Exchange Schedule Discipline Company Frequency Architecture Jada Architects Ltd Fortnightly – (Monday) Structure Pontus Structural Engineers Ltd Fortnightly- Alternative Week to above MEP Obed M&E Ltd Fortnightly- Alternative Week to above ‘Read-Only’ Federated Model (Design Principal Contractor Ltd Monthly Lead/Information Manager)

In principle the four phases of the CDE include: i) Work In Progress (WIP): Non-verified design data used by discipline specific design teams. ii) Shared: Verified design data shared with the project team for collaboration purposes. iii) Published/Issued Documentation: Coordinated and validated design output for use by the project team. iv) Archive: Project history maintained for knowledge and for regulatory requirements.

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18.0 SIGN-OFF AND AUTHORISATION PROCESS

The design and construction approval process should be specified, agreed and documented as early as possible in the project. This includes the sign-off of specialist design completion information.

Sign-off and authorisation process to be agreed and published in coordination with the abilities of the collaboration or EDMS solution and inserted here.

19.0 SOFTWARE VERSIONS

The CAD software and versions that will be used by the design teams shall be agreed before starting the project.

Company Database CAD Version Format Comments software Jada Architects Microsoft 2013 RVT - Ltd Access Pontus Microsoft Autodesk Revit 2013 RVT - Structural Access Engineers Ltd Obed M&E Ltd Microsoft Autodesk Revit 2013 RVT - Access Principal Microsoft Autodesk Revit 2013 RVT Navisworks used for Contractor Ltd Access coordination / clash detection

20.0 EXCHANGE FORMATS

The agreed formats for model and drawing file exchange are:

DWG DGN DWF PDF IFC Models  Drawings   Final drawing format  Schedules or spreadsheets 

21.0 TASK INFORMATION DELIVERY PLAN (TIDP)

The Master Information Delivery Plan (MIDP) shall be made available under a separate project and plan to achieve consistent project delivery. When completed by all team members the summary should be published in this document appendix and on the project extranet. (Note not available at this point)

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7. INFORMATION PROVIDED TO THE STEELWORK CONTRACTOR

During the design and delivery process the exchange of information to the Steelwork Contractor is likely to be in a variety of formats, some information will be contained within 3D models and other information in 2D documents. The traditional abrupt bulk delivery of drawing and document sets will, in time, become obsolete as continuous working in the coordinated modelling environment leads to more frequent deliveries, or even to continuous working on a common representation of the project.

As a guide the table below outlines the information which is likely to be transferred between project team members during the specialist contractor design and delivery stage and the format of that information. Further reference can be made to the ‘BCSA Allocation of Design Responsibilities in Constructional Steelwork’ (Orange Book).

Format of information provided to the Steelwork Contractor during the design and delivery stage Information provided 3D Model 2D PDF Files Documents A brief description of the structure including its arrangement, type, purpose,  principal functions and use classification Any significant risks associated with the design and health and safety plan in  compliance with CDM Regulations Architectural design and member set out  Particulars of any aesthetic, structural or environmental or other conditions  which may affect design Details of the site within which the Project will be constructed 1 2 1 Eg topographical information, 2 Eg Geological information Details of any underground services or other buried features, overhead  power cables or site obstructions Any particular requirements of the Client regarding sustainability  Detailed spatial co-ordination between steelwork and other elements  Statement of design concept including function and proposals for the overall  stability of the structure Design standards to be used  Details of the main steel section sizes and grades  Frame loading data to be used including temporary construction loading  Representative information necessary for the design of the connections such  as connection forces Details of any dynamic or vibrating forces and where fatigue is to be  considered Details of the bracing positions and identification of the node points where  critical Locations of any predetermined and designed temporary works  The type of column splice to be used, eg external or internal flange plates,  countersunk bolts etc Length and frequency of shear studs  Representative architectural requirements such as brickwork supports,  handrail brackets etc. Cold rolled members information such as system type, position of panel  joints, detailed dimensions around gutters etc Concrete planks/metal decking and/or depth of precast unit/metal floor  The grades of bolt assemblies and any coatings specifically required  Details and specification of the fixings or bolts to foundations, walls or other  concrete items

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Requirements for any particular or special types of fabrication details and/or  restriction on types of connections to be used Representative camber and presets  Requirements for surface preparation  Requirements for galvanizing  Requirements for paint treatment  Fire resistance period and requirement for fire protective coatings  Inspection and Testing requirements representative information  Requirements for non-destructive testing of materials 

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8. INFORMATION PROVIDED BY THE STEELWORK CONTRACTOR

During the design and delivery stage of the project information exchanges will be made and will be managed by the Principal Contractor’s task team manager. The process of creation, sharing and issuing of information throughout this stage should be consistent so that information is managed and delivered in an efficient and timely manner. By using the construction collaboration applications ownership of information remains with the originator, although information is shared and re-used only the originator can change it.

Once the Principal Contractor’s task team manager is satisfied that any clashes have been resolved, the CAD and technical checks have been completed and the design is ready for construction, the Steelwork Contractor will publish their ‘Issued for construction’ information.

During the delivery phase the Steelwork Contractor should ensure that the constructed works are within the tolerances set out within the specification. Where manufacturing defects are established (such as out of tolerance construction) the Steelwork Contractor’s VCM should be updated and reissued through the task team manager to ensure coordination with following trades.

At the handover and close-out stage all necessary information about the steelwork should be included in the handover documentation. The information provided at this stage will comprise both 3D model information and supplementary 2D documentation.

The information to be provided at handover and close-out will comprise three sections and should be provided in a digital format as agreed: . 3D model files . Documents and 2D drawings . COBie-UK-2012 data

3D Model Files 3D BIM files should be as-constructed and provided in their native (product proprietary) format. The as-constructed model for handover should represent the as-constructed project in content and dimensional accuracy. This does not mean that models need to be updated to reflect deflections and construction which is within tolerance allowances, but any construction or manufacture which is out of tolerance should be updated within the model.

3D clash rendition files generated from the native model files for an agreed model viewer should be issued together with the 3D BIM files.

Documents and 2D Drawings 2D drawings should be updated to reflect the as-constructed state and issued as 2D PDFs. The drawings will be stored as a record of what has been built. As the BIM process matures further it is

BCSA Guide to Building Information Modelling Page | 43 possible that some Clients may not require 2D drawings to be issued at the handover stage, being satisfied only with 3D model information. However for the purposes of Level 2 BIM the UK Government currently requires the issue of 2D drawings at the handover stage.

Key non-geometric information for the steelwork which may be included within the 2D drawings set: . Member schedule . Material Grade . Material Sub Grade

Non-geometrical information which is required to be provided in addition to the 2D drawings and issued electronically in PDF format will typically comprise: . Manufacturer’s Operation and Maintenance documentation . Testing and commissioning records . Health and safety information

COBie-UK-2012 data Details on the information associated with COBie-UK-2012 are given in the next Section.

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9. CONSTRUCTION OPERATION BUILDING INFORMATION EXCHANGE

Construction Operations Building Information Exchange (COBie) is a data format focussed on delivering non geometrical building information such as schedules of proprietary items and product data sheets (windposts, decking, purlins, etc), warranties, test certificates and commissioning information and other non-geometrical building information.

The COBie format has been developed as a means of sharing structured non-geometrical information which exists in the BIM environment. COBie has been developed to be simple enough that it can be transmitted using a spreadsheet.

COBie allows the team to document its knowledge about a Facility in both its spatial and physical aspects. Spatially it can document the spaces and their grouping into floors/sectors and into other zones, but will not contain any detail on the geometry of the spaces. Physically it documents the components and their grouping into product types and into other systems. Usually the information needed to complete the COBie deliverable will be available already, either in BIM models or in reports and schedules and in other material prepared for handover.

In the simplest terms, much of the information which is traditionally recorded in the Operation and Maintenance manual is catalogued within the COBie spreadsheet file. This way it is simple for the Principal Designer and later the Principal Contractor to collate all of the non-geometrical information generated by the project team (eg everything from ironmongery schedules through to maintenance requirements for air handling units and steel material test certificates) about a project in a single point of reference which is then used for the ongoing running and maintenance of the constructed asset.

The Steelwork Contractor should seek to clarify the format and the extent of the information to be provided for input into COBie-UK-2012 spreadsheets at contract award. There will be situations where the Principal Contractor would prefer to collate the raw information and populate the COBie data sheets itself, and there will also be situations where the Principal Contractor requires the issue of or the updating of populated COBie data sheets for the structural steelwork system.

A number of software vendors are introducing functionality to their software which has the ability to generate COBie information directly from 3D models such as the Steelwork Contractor’s VCM. However this relies on the information required for entry into the COBie data sheets being stored within the models.

To keep the process of input into COBie-UK-2012 spreadsheets as simple as possible, it is worth remembering that the requirement for COBie comes from the desire for easier management and maintenance of the asset, so the information provided for the steelwork should be kept high level. Input into the COBie data sheets should not be broken down into every last bolt but the data should be provided for the steelwork as a system.

There are currently 700 templates available in COBie, HTML, XHTML, IFC and IFCXML formats at ‘COBie Type Templates’ which can be found at www.bimtaskgroup.org/cobie/.

Information for the steelwork system, which is recommended to be provided either within COBie data sheets or to the Principal Contractor for input into COBie data sheets, is as follows: . Manufacturer’s Name/Company Details of the Steelwork Contractor (Contact) . CE Mark number (attributes of a system) . Completion date (attributes of a system) . Execution Class (attributes of a system) . Corrosion Protection System (attributes of a system)

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. Fire Protection System (attributes of a system) . Material Test Certificate Reference (documents of a system) . Welding Inspection and Testing Reference if appropriate (documents of a system)

There is a document schedule within the COBie data sheet. The document schedule can be used to reference documents issued with the model such as material test certificates or any other documents which are relevant to the steelwork system.

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