1. Presented by: Dr. Kerry M. Joels, TMA Systems NFM&T 2012

2. What COBie needs to do o Reduce data entry time o Increase data quality and quantity dramatically o Decrease commissioning and time to full FM operations o Save cost of FM launch

3. Multipurpose Building Texas A&M University - San Antonio San Antonio, Texas 3 Story - 90,000 SF

4. Broaddus acted as COBie integrator o Coordinate with GC, AE and Owner to map out content & process for COBie deliverable o Converge various data from project team into COBie format o Collect additional data needed for COBie o Shepherd COBie to operational use in TMA

6. Spaces: 495 Types: 151 Components: 1780 Systems: 36 Documents: 200+ & still awaiting Commissioning Reports

7. Integrating COBie into TMA o TMA is the current CMMS for TAM-SA o TMA will be able to upload COBie at different stages to enable FM to plan commissioning needs through the building process Staffing requirements Training Parts Procurement Special Tool Procurement

8. Issues Found/Solved o Broaddus and TMA both agreed on COBie 2.4 o Existing TMA data had naming standards unique from project’s COBie data; COBie was revised Sync with TMA o Coordination meetings to review TMA mapping structure and reconcile with COBie scope o COBie test imports for QA/QC and owner review o Produce record TAMU-SA record naming standards for future COBie projects

9. Architect’s drawings required additional spaces to be added to the backgrounds. Some equipment existed in spaces w/o names and numbers. More coordination time needed for integrating new projects into existing TMA databases. Review pick lists for changes. COBie specifications were “as built / developed” as the project evolved. No upfront spec from owner. Next Steps: Create repeatable process for owner / campus specific COBie process. Engage COBie process earlier in the process to streamline data acquisition and integration.

10. Twenty Years of Experience (Incorporated 1988) More than 1,400 Clients Worldwide Over 45,000 Facilities – 3.2 Billion Square Feet Privately Held with No Debt Client-driven Solution Provider Dedicated to Facility and Asset Management Industry Leader (Education, Healthcare, and Public Sector) Fully Committed to Research and Development Total Solution Provider

11. Merging cobie data with an existing client’s database has produced a number of challenges especially if the type classifications and data formatting do not match. It is vital that the client is brought into the Cobie data standards up front to ensure coding and naming standards are maintained and the proper item classifications and code match.

12. A matrix or manual that defines how the data needs to be mapped would help to translate the data before it is updated or imported. Date formats need to be consistent with formats found in MS Excel spreadsheets. Any modifications to the Cobie spreadsheet need to be documented so adjustments can be made to expedite the importing process.

16. Next Phases and expanded COBie role Addition of COBie compliant suppliers Reduced COBie spreadsheet population time More robust “sandbox” for FM Planning Better “scrubbing” of data

17. Issues introducing COBie to the design-build culture o Critical information needed o Meeting resistance o Value of COBie certified providers o Tracking evolution of COBie integration

18. Critical information needed o Design/build team members need to understand the business case for COBie their specific role in the COBie process who will train them or provide the COBie data entry interface what this will add to their time and effort special needs and fields required by client

19. Meeting Resistance o Implementing any new standard involves a cultural shift. In this project, designers, construction integrators, contractors and major system sub- contractors have all manifested skepticism lack of understanding of their role overt mistrust of COBie apparent lack of concern for FM and future uses lack of clarity in relationships in the COBie environment anxiety over responsibilities

20. Value of COBie certified providers: o In the initial phases of Target 2012 construction, COBie certified providers (TMA and Broaddus) are both driving and demonstrating how COBie works to the Design/build team.

21. Tracking evolution of COBie integration o As the projects move forward, there is a need to assess: Level of participation in design & construction integration and subs. Level of reliance on COBie certified partners Speed of implementation of FM operations Comprehensiveness of FM data (compared with pre-COBie projects)

22. Until the industry has internalized and operationalized a BIM process, establish a top level “Coordinating” team of COBie (or BIM) compliant vendors. They can sit on top of the process and manage the data flow through: o Data accuracy assurance o Comprehensive data capture o Data scrubbing for FM o Sandbox for FM planning o Smooth, robust FM data import

23. Develop a change management plan for BIM projects. Designers, construction companies, sub-contractors, client project managers, and BIM vendors need to form a team to build trust in the project, define clear responsibilities, define accountability measures, develop clear data standards, and provide ongoing change process monitoring.

24. Have your CMMS IN PLACE at the start of the project. This provides: o A specific target for data import standards o Known expertise in BIM data management o A sandbox environment for FM planning Staffing requirements Training requirements Parts & special tool requirements Pre-commissioning FM simulation

25. In pilot efforts, there is a learning curve As COBie becomes an operational standard, costs during design and construction will drop due to: o Standardized data structure for all trades o Easier commissioning requirements o More consistent and coherent data management o Involvement of O&M which may result in a more maintenance-friendly facility Since 80% of the total cost of a building to an owner is in the lifetime O&M of the building, lifecycle savings are magnified over time.

26. If a.5% cost in incurred during construction to implement the COBie process, this would result in: o Approximately 85% of CMMS data loaded immediately after handover o Quicker transition to full O&M operations o The ability to export “as maintained” data back to COBie for building remodeling, repair, additions, and disaster recovery o A 1% savings over the lifetime of the building would recover 8 times what was spent implementing the COBie process

27. Contacts o Kerry Joels – TMA Systems (918) 858-6679 o Hyde Griffith – Broaddus & Associates(409) 599-9623